Installation Guide Version 1.4.3

Transcription

1 Installation Guide Version 1.4.3

2 Copyright 2000 / 2001 SoftExpert.com All rights reserved. No part of this manual may be reproduced, stored in a retrieval system or transmitted, in any form or by any means whatsoever, including photocopying or recording without the prior written permission from SoftExpert Software S.A. The author makes no representation, express or implied, with regard to the accuracy of the information contained in this manual and cannot accept any legal responsibility or liability for any errors or omissions that may be made. The information contained in this manual is subject to change without notice. SoftExpert Software S.A. SoftExpert and ISOSYSTEM are registered trademarks of SoftExpert.com. All other brand names, product names, or trademarks belong to their respective holders.

3 Table of Contents Chapter 1 - Getting...5 Started! Chapter 2 - What s...7 New Chapter 3 - Installation...9 Guide Applications Chapter 4 - Guidelines...11 Chapter 5 - Important...13 Recommendations Chapter 6 - Checking...15 Requirements Chapter 7 - Creating...17 Database 7.1 MS SQL... Server MS SQL... Server Firebird Information... about Oracle 46 Chapter 8 - Executing...48 Setup Chapter 9 - Creating...54 Database Objects 9.1 Creating... Objects in SQL Server and Firebird Creating... Objects in Oracle 62 Chapter 10 - Configuring...76 ISOSYSTEM Server 10.1 Configuring... EVA Configuring... ISOSYSTEM Inspection 85 Chapter 11 - Creating...89 Local User Chapter 12 - Configuring...94 IIS 12.1 IIS 5... (Windows 2000) IIS... 6 (Windows 2003) 100 Chapter 13 - Configuring ISOSYSTEM 13.1 Configuring... Database Connection Adding... Activation Key Adding... ISOSYSTEM Action in the Integrated Menu Bar Configuring... Send Enabling... Integrated Authentication 136 Chapter 14 - Installing SEService Enabling... Scheduler Service Enabling... ISOSYSTEM Project Services Enabling... PDF Converter Installing... ISOSYSTEM FTS Service Enabling... File Manager Service

4 Getting Started! Chapter I

5 Getting Started! 1 5 Getting Started! This is the Installation Guide for ISOSYSTEM modules designed to network and systems administrators and IT professionals. The Installation Guide for ISOSYSTEM modules requires a person who performs this task to have had previous experience in running Microsoft Windows Server operating systems, as well as experience in related databases. It is also a prerequisite for this person to have had experience and knowledge of configuring and administrating TCP/IP networks. PLEASE READ THIS USER GUIDE THOROUGHLY, EVEN THE COMMENTS!

6 What s New Chapter II

7 What s New 7 2 What s New See bellow what has changed in this documentation version: New icon Creating Local User - page 92 step 6; Enabling 64bits Support - page 104; This guide contains the New icon, to identify information that is new or substantially changed in version

8 Installation Guide Applications Chapter III

9 Installation Guide Applications 3 9 Installation Guide Applications This guide is applicable to ISOSYSTEM module versions listed on the table below. If the module version installation is lower than the listed versions, please consult the previous version of Installation Guide for assistance. Module Version Administration 1.13 Project 7.X Process 3.X Workflow 2.X All other modules All versions compatible with the above listed modules.

10 Guidelines Chapter IV

11 Guidelines 4 11 Guidelines This Installation Guide has been designed for ISOSYSTEM solutions and describes setup details of each module. If any module is not part of your customized package, please skip those instructions and go to the next section. The chapters are in the proper order so users can follow required product installation steps. We recommend strict adherence to step execution, so that installation is successful. See the following roadmap applied to this user guide: Ú Important Recommendations Ú Checking Requirements Ú Creating Database Ú Executing Setup Ú Creating Database Objects Ú Configuring ISOSYSTEM Server Ú Creating Local User Ú Configuring IIS Ú Configuring ISOSYSTEM Ú Installing SEService This guide provides the user with different tactics for highlighting important information. The following symbols are described below in regards to their meaning: Symbo l Name Description Hint Displays hints to facilitate solution installation. Alert Alerts defines a functionality or action and when not followed correctly may interfere in solution installation.

12 Important Recommendations Chapter V

13 Important Recommendations 5 13 Important Recommendations In order to achieve successful installation and optimum performance in ISOSYSTEM solution, there must be adherence to some important recommendations. BEFORE BEGINNING THE INSTALLATION PROCESS, PLEASE PAY ATTENTION AND VERIFY COMPLIANCE WITH THE FOLLOWING ITEMS: ü Opening Firewall Ports: The following is a list of the default ports for (WEB applications) 80, (SE Services) 5009, (ISOSYSTEM Server) 9000 and (Send s) 25. ü Security Software Blocking: Security tools such as: Antivirus, URL Scan, Firewall, and others, can block system sessions, links, and required files for running ISOSYSTEM. ü Proxy: ISOSYSTEM should not be accessed by way of a Proxy server. Images, charts, and reports will not be displayed correctly. ü Java: Make sure the Java JRE version installed in the server and workstations is 1.5 or higher. ü Send Verify sending rules. Antispam configurations can block or interfere in the process of sending To-do pending task notifications. ü Web Browser Security: Add the ISOSYSTEM access link to safe sites on the Security tab screen in Settings for Internet Explorer. If necessary define a (Low) security level setting. ü SQL Server 2000 Compatibility: If running WebServer Windows 2003 R2 at the server and Service Pack 2, check if Service Pack 4 for the SQL Server 2000 is installed. ü SQL Server 2005 Compatibility: For SQL Server 2005, check if the dll version is ntwdblib.dll for version Go to Start menu Ú Run the command line cliconfg. Check the DB-Library Options tab screen.

14 Checking Requirements Chapter VI

15 Checking Requirements 6 15 Checking Requirements Before starting the installation process, it is first necessary to identify deployed components and resources, as well as their prerequisites. SEE DOCUMENT SYSTEM ARCHITECTURE OVERVIEW!

16 Creating Database Chapter VII

17 Creating Database 7 17 Creating Database This chapter introduces the necessary steps for creating and setting up database. Run just the one which will be utilized: Ú MS SQL Server 2000 Ú MS SQL Server 2005 Ú Firebird Ú Oracle Remember, that this document covers installations for SQL Server, Firebird, and Oracle databases. For explanations of other platforms get in touch with SoftExpert.

18 Installation Guide MS SQL Server 2000 This section explains the process of creating and setting up database for MS SQL Server 2000 database manager. Remember that this document is based on the fact that MS SQL Server 2000 DBMS is properly installed. Take a look at the following steps: 1. Go to the following Windows menu: Start Ú Programs Ú Microsoft SQL Server Ú Enterprise Manager. 2. On the screenshot viewed below, use the SQL Server Group folder on the data structure to select the machine where database will be created. After that, select the Database folder and click with the opposite mouse button and open the [New Database] option:

19 Creating Database Another screen will open in order to define database properties. On the General tab screen, input the database identification name: 4. After entering database name, click the [OK] button.

20 20 Installation Guide 5. The next step is to create a login to access database. To do this, go to the Security folder on the SQL Server Enterprise Manager screen; select the Logins option and click the opposite mouse button to open the [New Login] option:

21 Creating Database On the new screen, fill out the following fields: Name: The Login to be used for connecting to the database. SQL Server Authentication: Check this option and register a password for the user being created. Database: Select database name previously created, in this case, ISOSYSTEM. Language: Choose the default database language option.

22 22 Installation Guide 7. On the Server Roles tab screen, select the options: [System Administrators], [ Security Administrators], [Server Administrators] and [Setup Administrators] according to image below:

23 Creating Database On the Database Access tab screen, specify the databases that are accessed by this login. Use the first list of records to select ISOSYSTEM database: 9. In the [Database roles for 'ISOSYSTEM'] field, select the public and db_owner options. 10. Click the [OK] button to conclude the new login creation step. At this time, a new dialog box is displayed for confirming the password: 11. Click the [OK] button to confirm the password. The created database will be ready for usage. Now go to the section on Executing Setup.

24 Installation Guide MS SQL Server 2005 This section explains the process of creating and setting up database for MS SQL Server 2005 database manager. Remember that this document is based on the fact that the MS SQL Server 2005 DBMS is properly installed. Take a look at the following steps: 1. Go to the following Windows menu: Start Ú Programs Ú Microsoft SQL Server 2005 Ú SQL Server Management Studio Express CTP. 2. On the screenshot viewed below, use the SQL Server Group folder on the data structure to select the machine where database will be created. After that, select the Database folder and click with the opposite mouse button and open the [New Database] option:

25 Creating Database Another screen will open so that users can define database properties. On the General page screen, enter the database identification name: 4. After registering database name, click the [OK] button.

26 26 Installation Guide 5. The next step is to create a login to access database. To do this, go to the Security folder on the SQL Server Management Studio Express screen; select the Logins option and click the opposite mouse button to open the [New Login] option:

27 Creating Database On the new screen, fill out the following fields: Login name: The Login to be used for connecting to the database. SQL Server Authentication: Check this option and register a password for the user being created. Default database: Select the database name previously created, in this case, ISOSYSTEM. Default language: Choose the default database language option.

28 28 Installation Guide 7. On the Server Roles page screen, select the options: [dbcreator], [securityadmin], [serveradmin] and [sysadmin] according to image below:

29 Creating Database On the User Mapping page screen, specify the databases that are accessed by this login. Use the first list of records to select ISOSYSTEM database: 9. In the [Database roles membership for ISOSYSTEM] field, select the [ db_owner] and [public] options. 10. Click the [OK] button to conclude the new login creation step. At this time, the created database is ready for usage. Now go on to the section on Executing Setup. Check if the version of the dll ntwdblib.dll is Go to Start menu Ú Run the command line cliconfg. Check the DB-Library Options tab screen. If not, download dll in link and copy to folder C:\Windwos\system32 and restart IIS.

30 30 Installation Guide Enabled TCP/IP Connections 1. Go to the following Windows menu: Start Ú Programs Ú Microsoft SQL Server 2005 Ú Configuration Tools Ú SQL Server Configuration Manager. 2. On the SQL Server 2005 Network Configuration, select the [TCP/IP Protocol] option and click the opposite mouse button to open the [Properties] option: 3. On the Protocol tab screen, define option [Enabled] as Yes:

31 Creating Database On the IP Address tab screen, in IP1 and IP2, define option [Active] and [Enabled] as Yes and [TCP Port] as 1433: If there are other IP Addresses, consult the Database Administrator. 5. Restart SQL Server 2005 to conclude the configuration step.

32 Installation Guide Firebird This installation must follow the order listed below: Ú Firebird Ú IBProvider Ú Flamerobin All components needed for running the Firebird database can be found on the ISOSYSTEM installation media or requested from the SoftExpert technical support department.

33 Creating Database Installing Firebird 1. Run the Firebird Win32.exe installer (the run file number refers to its version, however there may be variations). 2. Choose the Firebird file installation location. It is recommended that it is installed in the default file location. 3. Choose the [Full installation of Super Server and development tools] option:

34 34 Installation Guide 4. Select the [Use the Guardian to control server?] option. For the following operating systems: Windows 2000 Server or Windows 2003 Server select the [Run as a service] option:

35 Creating Database Keep the [Start Firebird Service Now] option checked and then click [Finish] to conclude installation process: 6. At this moment, you need to carry out the step explained in the section on: Installing IBProvider.

36 36 Installation Guide Installing IBProvider 1. Run the eng_ibproviderfree.exe installer file. 2. Select the location where the IBProvider file will be installed. It is recommended that it is installed in the default location. 3. Select all the options and click the [Install] button: 4. Go to the section on Installing FlameRobin.

37 Creating Database Installing FlameRobin 1. Run the flamerobin setup.exe installer file (the executable file number refers to its version, however there may be variations). 2. Select the location where the FlameRobin files will be installed. It is recommended that it is installed in the default location. 3. Check only the [Launch FlameRobin] option and click the [Finish] button to conclude installation: 4. In the next step, the database will be created and registered for ISOSYSTEM. Click the [OK] button when the following alert screenshot is displayed: 5. Go to the section on Creating the Database.

38 38 Installation Guide Creating Database 1. Click the opposite mouse button and then, click Localhost. After doing that, select the [Create new database] option: 2. Fill out the data on the following screen: Display name: Input a name that will be displayed for the database. Database path: Click the button and select the location for creating the database. The database file must contain the file extension.fdb. We recommend using the name ISOSYSTEM.FDB.

39 Creating Database 39 Fill out the following data in the authentication fields: Username: sysdba Password: masterkey 3. Click on [Create] button to create and conclude the FlameRobin database creation process. The FlameRobin application process must be concluded in order to proceed with the installation process. Go to the section on: Executing Setup.

40 40 Installation Guide Backup/Restore Firebird Backup of the database with Firebird DBMS is accomplished through script. A daily backup will be created with the name isosystem followed by the day and extension.fbk (Example: isosystem29.fbk). The daily backup will be stored for 30 days, being replaced in the following month. The generated backup file can be recorded on backup media for additional security. Take a look at the following sections: Ú Creating Backup Scripts Ú Backup Scheduling Ú Restore

41 Creating Database Creating Backup Scripts 1. Create a directory named backup within C:\SoftExpert\ISOSystem. 2. Create a file named backup.bat within previously established directory and add the script below within the off C:\Progra~1\Firebird\Firebird_1_5\bin\gbak -B -V -user sysdba -pass masterkey localhost:c:\softexpert\isosystem\backup\isosystem.gdb C:\SoftExpert\ISOSystem\backup\ISOSYSTEM.fbk set dia=%date:~4,2% if NOT exist isosystem%dia%.fbk ( ren ISOSYSTEM.fbk isosystem%dia%.fbk )else( erase isosystem%dia%.fbk ren ISOSYSTEM.fbk isosystem%dia%.fbk ) "C:\Arquiv~1\Firebird\Firebird_1_5\" is the directory where you installed Firebird and "C:\SoftExpert" is the path to install ISOSYSTEM Server. 3. In the same directory, create a file named restore.bat and add the script below within the off C:\Progra~1\Firebird\Firebird_1_5\bin\gbak -R -V -user sysdba -pass masterkey C:\SoftExpert\ISOSystem\backup\ISOSYSTEM%1.fbk localhost:c:\softexpert\isosystem\backup\isosystem.gdb "C:\Arquiv~1\Firebird\Firebird_1_5\" is the directory where you installed Firebird and "C:\SoftExpert" is the path to install ISOSYSTEM Server.

42 42 Installation Guide Backup Scheduling 1. Access the Scheduled Tasks through the Control Panel. 2. Double click on add scheduled task, click the [Next] button. 3. Click on the browse to find the file C:\SoftExpert\ISOSystem\backup\backup.bat and click [Open] button: 4. Enter the name: Backup ISOSYSTEM and check the [Daily] option. Click the [Next] button:

43 Creating Database Set the time and date of the first execution, click the [Next] button: 6. Enter a username and password administration so that the script is executed properly:

44 44 Installation Guide 7. Click to finish the complete configuration:

45 Creating Database Restore 1. Stop all ISOSYSTEM services. 2. Open MS-DOS Prompt. 3. Access the folder C:\SoftExpert\ISOSystem\backup; "C:\SoftExpert" is the path to install ISOSYSTEM Server. 4. Run the command restore xx, in which xx is the day of the backup you want to restore; The day of the backup must be input for the proper functioning of the restore process. 5. Start all ISOSYSTEM services.

46 Installation Guide Information about Oracle This guide is based on the fact that the Oracle DBMS has been previously installed and configured. Then, let s go to the section on Executing Setup. For further information on Oracle, get in touch with SoftExpert technical support department.

47 Executing Setup Chapter VIII

48 48 8 Installation Guide Executing Setup In this section, we are going to introduce the necessary steps for installing ISOSYSTEM system. Take a look at the following instructions: 1. Run the setup.exe file found on the ISOSYSTEM installation CD. 2. Read the welcome screen instructions and then, click the [Next] button:

49 Executing Setup If Java Version is incompatible, install compatible Java Version and click the [Retry] button: 4. Select the new installation option and click the [Next] button. 5. Check the Custom installation type and click the [Next] button:

50 50 Installation Guide 6. Select the ISOSYSTEM modules to be installed. Remember that when installing the system for the first time, all modules must be checked. After that, click the [Next] button: Check the [Ignore dependencies] option just if instructed by SoftExpert technical support department. 7. On the next screen, select the path for copying the ISOSYSTEM module installation files. We recommend you keep the default Internet Information Service path: C:\Inetpub\ISOSYSTEMWeb, recommended by the installer. Click the [Next] button. 8. Now select the path for installing the execution files for ISOSYSTEM (services). Click the [Next] button.

51 Executing Setup On the next installation screen, check the option for [Other DBMS, setup manually]. Click the [Next] button to start installation: 10. If any installation.dll file is previously present, overwrite it by clicking on the [ Yes] button:

52 52 Installation Guide 11. If ISOSYSTEM Workflow is part of the installation package to be installed, it will be required to input the database connection parameters. Fill in the data based on the database that will be run: 12. After finishing the installation, click the [Finish] button: 13. Now, create objects in the database. Go to the section on Creating Database Objects.

53 Creating Database Objects Chapter IX

54 54 9 Installation Guide Creating Database Objects To create objects, start the database maintenance utility, enabled at the following path: Start Ú Programs Ú SoftExpert Ú Server Ú DBWizard. A new screen will be viewed, select the following option: create database through wizard. Click on the [Next] button: The following steps vary according to the type of database in which the objects will be created. Take a look at the following sections: Ú SQLServer Ú Firebird Ú Oracle The option for updating databases is exclusively for updating the system. For further data, get in touch with the technical support department.

55 Creating Database Objects 9.1 Creating Objects in SQL Server and Firebird 1. First, in the [Select ISOSYSTEM] field, check the desired modules: 55

56 56 Installation Guide 2. Also select database that will be used: Remember that this section is only about creating objects in SQL Server and Firebird databases. Information on Oracle databases is found in the section on Creating Objects in Oracle.

57 Creating Database Objects The next step is to configure the database connection to the server in order to automatically create database objects. Click the button in the respective field to do this and make the necessary configurations according to the selected database: Ú For MS SQL Server: Data entry fields: Select or enter a server name: Select or input the database server name. Enter information to log on to the server: Check the [Use a specific user name and password] option and input the user (user name field) and password ( password field) for the connection to the database. Select the database on the server: Select ISOSYSTEM database. After providing the necessary information, click the [Test Connection] button and then click the [OK] button.

58 58 Installation Guide Ú For Firebird: Data entry fields: Enter the data source and/or location of the data: Input the path where database server is located. Enter information to log on to the server: Check the [Use a specific user name and password] option and input the user (user name field) and password ( password field) for the connection to the database. These fields must be filled out with the sysdba and masterkey, respectively. Check [Allow saving password] option. After providing the necessary information, click the [Test Connection] button and then the [OK] button.

59 Creating Database Objects After inputting the necessary configurations for the database connection, click the [Connect to Database] button and after that, click the [Next] button;

60 60 Installation Guide 5. Click the [Next] button to start database object creation command execution. Wait for this process to finish:

61 Creating Database Objects 6. Click the [Close] button to conclude the creation of database objects: 7. Now, go to the Configuring ISOSYSTEM Server step. 61

62 Installation Guide Creating Objects in Oracle 1. First, in the [Select ISOSYSTEM] field, check only the Administration and Generic modules:

63 Creating Database Objects Also select database to be used: Remember that this section is only related to creating Oracle database objects. Information on SQL Server and Firebird is available in the section on Creating Objects in SQL Server and Firebird.

64 64 Installation Guide 3. The next step is to configure the database connection to the server in order to automatically create database objects. Click the button in the respective field to do this and make the necessary configurations: Data entry fields: Enter the data source and/or location of the data: Input the path where the database server is located. Enter information to log on to the server: Check the [Use a specific user name and password] option and input the user (user name field) and password ( password field) for the connection to the database. Check the [Allow saving password] option. After providing the necessary information, click the [Test connection] button and then the [OK] button.

65 Creating Database Objects After inputting the necessary configurations for connecting to the server, click the [Connect to Database] button and then the [Next] button:

66 66 Installation Guide 5. Configuring database creation: Data entry fields: Database User: Input database user name being created. HOST Name: Input the database TNSNAME, SID or Service Name.

67 Creating Database Objects Select File Path Variable on this tab screen and overwrite the current path for the one created in TABLE SPACE. After that, click the [Replace Values] button to conclude the configuration:

68 68 Installation Guide 7. Click the [Next] button to start the execution and wait for the process to finish:

69 Creating Database Objects When the execution is finished, click the [Back] button until the module selection screenshot is displayed. In the [Select ISOSYSTEM] field, check the items on the list of modules and unselect the Administration and Generic modules:

70 70 Installation Guide 9. The next step is to configure the database connection to the server in order to automatically create database objects. Click the button in the respective field to configure the Oracle database: Data entry fields: Enter the data source and/or location of the data: Input the path where database server is located. Enter information to log on to the server: Check the [Use a specific user name and password] option and input the user (user name field) and password ( password field) for the connection to the database. Check the [Allow saving password] option. After providing the necessary information, click the [Test connection] button and then the [OK] button.

71 Creating Database Objects After inputting the necessary configurations for connecting to the server, click the [Connect to Database] button and then the [Next] button:

72 72 Installation Guide 11. Configure Database creation: Data entry fields: Database User: Input the database user name that was previously created. HOST Name: Input the database TNSNAME, SID or Service Name.

73 Creating Database Objects Select File Path Variable on this tab screen and overwrite the current path for the one created in TABLE SPACE. After that, click the [Replace Values] button to conclude the configuration:

74 74 Installation Guide 13. Click the [Next] button to start the execution and wait for the process to finish. Click the [Close] button to conclude the database object creation process: 14. Now, go to the Configuring ISOSYSTEM Server step.

75 Configuring ISOSYSTEM Server Chapter X

76 76 Installation Guide 10 Configuring ISOSYSTEM Server 1. Start the installer wizard for configuring ISOSYSTEM Server (CFGISOSYSTEMServer), enabled at the Start menu Ú Programs Ú SoftExpert Ú Server Ú CFGISOSYSTEMServer. 2. Access the Connections listing on the newly opened screen:

77 Configuring ISOSYSTEM Server 3. Click the 77 button and fill out the following fields: Database Used: Select database to be used. Connection Name: Input the connection name being created. Connection: The next step is to configure database connection. Click the and make the necessary configurations. COM Port: Input the port number to be used for the database connection. button

78 78 Installation Guide Ú For MS SQL Server: Data entry fields: Select or enter a server name: Select or input database server name. Enter information to log on to the server: Check the [Use a specific user name and password] option and input the user (user name field) and password ( password field) for the connection to the database. Select the database on de server: Select the ISOSYSTEM database. After providing the necessary information, click the [Test Connection] button and then click the [OK] button.

79 Configuring ISOSYSTEM Server 79 Ú For Firebird: Data entry fields: Enter the data source and/or location of the data: Input the path where the database server is located. Enter information to log on to the server: Check the [Use a specific user name and password] option and input the user (user name) and password (password) for database connection. These fields must be filled out with the sysdba and masterkey, respectively. Check the [Allow saving password] option. After providing the necessary information, click the [Test Connection] button and then the [OK] button.

80 80 Installation Guide Ú For Oracle: Data entry fields: Enter the data source and/or location of the data: Input database server name. Enter information to log on to the server: Check the [Use a specific user name and password] option and input the user (user name field) and password ( password field) for the connection to the database. Check the [Allow saving password] option. After providing the necessary information, click the [Test Connection] button and then the [OK] button. Make sure Oracle Provider is correctly installed. It is not possible to use the Microsoft Provider for Oracle.

81 Configuring ISOSYSTEM Server 4. After configuring the connection, click the CFGISOSYSTEMServer application; 81 button to conclude and close the 5. Start the ISOSYSTEM service now. Go to the Start menu Ú Control Panel Ú Administrative Tools Ú Services or, instead of that, go to the Start menuú Execute and type the command: services.msc: Click OK to open the services screen 6. Click the opposite mouse button to start the ISOSystem - Server service:

82 82 Installation Guide 10.1 Configuring EVA EVA (Earned Value Analysis) is an alternative for evaluating projects and tasks performance, whereas deadlines and costs need to be controlled and integrated in the system. The focus is on real costs consumed and the physical results from the projects based on a specific amount of work during a defined period of time. Remember that the following steps must be executed, if ISOSYSTEM Project is one of the purchased modules in the package. 1. Start the SEServer configuration installer wizard (CFGISOSystemServer); it can be accessed at the Start menu Ú Programs Ú SoftExpert Ú Server Ú CFGISOSystemServer. 2. Go to Main Ú Services, and on the new screen:

83 Configuring ISOSYSTEM Server 3. Click the 83 button and fill out the following fields: Identifier: Input a name for the service being created. Date: This is the date this service is first executed. Time: This is the time this service is first executed. Frequency: The frequency for executing this service, for example: once a day. Application: Select the EVA exe file. Click the button and select the EVA.exe file to do this. Parameter: Input the connection parameters for ISOSYSTEM - Server service. Type the port number followed by a space and then the ip host. 4. After inputting the necessary configurations, click the CFGISOSYSTEMServer application settings. button to conclude the 5. Now restart ISOSYSTEM Server service. Go to Start menu Ú Control Panel Ú Administrative Tools Ú Services, or go to the Start menu Ú Run and type the command: services.msc: Click [OK] to open the services screen

84 84 Installation Guide 6. Click the opposite mouse button to restart the ISOSystem - Server:

85 Configuring ISOSYSTEM Server Configuring ISOSYSTEM Inspection ISOSYSTEM Inspection must be based on supplier quality ratings (for suppliers as well as items) so it can be successfully configured. Remember that the following steps must be executed, if ISOSYSTEM Inspection is one of the purchased modules in the package. 1. Start the SEServer configuration installer wizard (CFGISOSystemServer); it can be accessed at the Start menu Ú Programs Ú SoftExpert Ú Server Ú CFGISOSystemServer. 2. Go to Main Ú Services, and on the new screen:

86 86 Installation Guide 3. Click the button and fill out the following fields: Identifier: Input a name for the service being created. Date: This is the date this service is first executed. Time: This is the time this service is first executed. Frequency: The frequency for executing this service, for example: once a day. Application: Select the Inspection exe file. Click the button and select the Inspection.exe file to do this. Parameter: Input the connection parameters for ISOSYSTEM Server service. Type the port number followed by a space and then the ip host. 4. After inputting the necessary configurations, click the CFGISOSYSTEMServer application settings. button to conclude the 5. Now restart ISOSYSTEM Server service. Go to Start menu Ú Control Panel Ú Administrative Tools Ú Services or go to the Start menu Ú Run, and type the command: services.msc. Take a look at the following screenshot: Click OK to open the services screen

87 Configuring ISOSYSTEM Server 6. Click the opposite mouse button to restart the ISOSystem - Server: 87

88 Creating Local User Chapter XI

89 Creating Local User Creating Local User In this section, we will introduce the steps necessary for creating a local user in the workstation where ISOSYSTEM module is being installed. This user setting will be used later on in the section on Configuring IIS. 1. To create a local user, go to the Windows menu: Start Ú Control Panel Ú Administrative Tools Ú Computer Manager. The following screen will be displayed: 2. In the option for [Local Users and Groups], click the opposite button on the Users folder and select [New User].

90 90 Installation Guide 3. On the new screen, it is necessary to fill out the following fields: User name: Input the name of the new user who is being registered. This name cannot be identical to any other user or group already registered. The name can be up to 20 characters (upper or lower case), except for the following characters: " / \ [ ] : ; =, + *? < >. There cannot be either (.) periods or spaces in the name. Full name: The name and last name of the new user being registered. Description: Add a description of the user being created. Password: Input a password for the new user s access authorization. Confirm Password: Confirm password input in the field above. Also, select the following options: [User cannot change password] and [ Password never expires]. After inputting the above data, click the [Create] and [Close] buttons, if you are not going to add any other new user.

91 Creating Local User Now, going back to the Computer Management screen, click the opposite button of the mouse to open the Properties options. Select the [Properties] option: 5. Click the Member Of tab screen, on the properties screen, and then the [Add] button. The following screen opens:

92 92 Installation Guide 6. Click the [Advanced] button and then the screen will expand, click the [Find Now] button. Select the Guests group and click the [OK] button as the screenshot below shows: 7. After executing the above steps, click [OK] until you get to the Computer Management screen. At this time the user is created.

93 Configuring IIS Chapter XII

94 94 Installation Guide 12 Configuring IIS 1. In order to configure IIS (Internet Information Services), you need to go to the following Windows menu: Start Ú Run. Type the following command: inetmgr. 2. Check if the Default Web Site virtual folder has been created on the data hierarchy as shown on the screenshot below: isosystem isoaction* The isoaction site is also created in the same way, only if ISOSYSTEM Action is part of the purchased module package. 3. The following step will configure access permission for the user to the virtual directories. It is not necessary to study both sections on this topic; see only the respective section on the operating system being run: Ú IIS 5 (Windows 2000) Ú IIS 6 (Windows 2003)

95 Configuring IIS IIS 5 (Windows 2000) 1. Click the virtual directory - with the opposite button of the mouse - being configured and then, select the [Properties] option: 2. Select the Directory Security tab screen and then the [Anonymous access and authentication and authentication control] option. After that, click the [Edit] button. The following screen will be displayed: Authentication Methods. Check to see if just the option for [Anonymous access] is selected and then click again the [Edit] button:

96 96 Installation Guide 3. Input the IUSR_ISOSYSTEM user that was previously created and define the password. Keep the [Allow IIS to control password] option unselected: 4. Confirm the changes made and repeat the procedure for all virtual directories being created by the installer.

97 Configuring IIS Adding MIME Types This step is necessary only if ISOSYSTEM Document is part of the purchased module package. 1. Go to the following Windows menu: Start Ú Run. Type the following command: inetmgr. 2. Go to the Default Web Site folder, right click on isosystem virtual directory folder and click the [Properties] to open the [isosystem Properties] screen:

98 98 Installation Guide 3. On the HTTP Headers, click on the [File Types] button: 4. On the File Types screen click on the [New] button:

99 Configuring IIS 5. On the next screen, fill out the extension and MIME Type: Associated extension: Input extension.exp. Content type (MIME): Input MIME Type application/octet-stream. 6. Repeat step 4 and 5 to add a.ini MIME Type. 99

100 100 Installation Guide 12.2 IIS 6 (Windows 2003) 1. Create a new Application Pool named ISOSYSTEM. 2. Change the new Application Pool [Identity] to [Local System]: 3. Confirm the Application Pool change and click the [Yes] button:

101 Configuring IIS Create a new Service Extension named ISOSYSTEM and add it to the file below: C:\Inetpub\ISOSYSTEMWeb\php\isapi_fcgi.dll "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. 5. Also, add the files that run ISOSYSTEM Action, if this module is installed: C:\Inetpub\ISOSYSTEMWeb\action\php\isapi_fcgi.dll 6. Check the box displayed below: Set the extension status to Allowed (enabled):

102 102 Installation Guide 7. In order to change the (ISOSYSTEM and ISOACTION) Virtual Directory configurations, select ISOSYSTEM as the value on the [Application Pool] dropdown list:

103 Configuring IIS In the Directory Security tab screen, click the [Edit] button and input the user and password that was created in the local workstation: User name: IUSR_ISOSYSTEM Password: isosystem 9. Check if the [Integrated Windows authentication] option is unselected. 10. After the modification, the isosystem Virtual Directory will ask user if he also wishes to apply the changes for the Idap virtual directory. Answer no.

104 104 Installation Guide Enabling 64bits Support If IIS 32bits emulation mode enable, disable it. 1. First, download Microsoft FastCGI Extension setup from link and run it; 2.Click the [Next] button on the first screen:

105 Configuring IIS 3. Accept the terms and click the [Next] button: 4. Click the [Install] button: 105

106 106 Installation Guide 5. Click the [Finish] button to conclude Microsoft FastCGI installation: 6. Edit the file C:\WINDOWS\system32\inetsrv\fcgiext.ini file and add the parameters below: [Types] php=php [PHP] ExePath=c:\inetpub\isosystemweb\php\php.exe InstanceMaxRequests=10000 EnvironmentVars=PHP_FCGI_MAX_REQUESTS:10000 "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. 7. Go to the following Windows menu: Start Ú Run. Type the following command: inetmgr;

107 Configuring IIS Go to the Default Web Site folder, right click the isosystem virtual directory folder and click the [Properties] to open the [isosystem Properties] screen:

108 108 Installation Guide 9. Click the [Configuration] button to open Application Configuration:

109 Configuring IIS On the Mapping tab screen, find.php Application Extension and click the [ Edit] button: 11. Click the [Browse] button to select the isapi fcgiext.dll located in C:\WINDOWS\system32\inetsrv:

110 110 Installation Guide 12. Click the [Ok] button: 13. Restart the ISOSYSTEM Application Pool to conclude the configuration.

111 Configuring IIS Adding MIME Types This step is necessary only if ISOSYSTEM Document is part of the purchased module package. 1. Go to the following Windows menu: Start Ú Run. Type the following command: inetmgr. 2. Go to the Default Web Site folder, right click isosystem virtual directory folder and click the [Properties] to open the [isosystem Properties] screen:

112 112 Installation Guide 3. On the HTTP Headers, click on the [Mime Types] button: 4. On the Mime Types screen click on the [New] button:

113 Configuring IIS 5. On the next screen, fill out the extension and MIME Type: Extension: Input extension.exp. MIME Type: Input MIME Type application/octet-stream. 6. Repeat steps 4 and 5 to add a.ini MIME Type. 113

114 Configuring ISOSYSTEM Chapter XIII

115 Configuring ISOSYSTEM 13 Configuring ISOSYSTEM Ú Configuring Database Connection Ú Adding Activation Key Ú Adding ISOSYSTEM Action in the Integrated Menu Bar Ú Configuring Send Ú Enabling Integrated Authentication 115

116 116 Installation Guide 13.1 Configuring Database Connection It is necessary to configure the modules being installed after following all the previous steps. Execute the following steps to do this: 1. Open the internet browser and type, in the address bar, the following address: Remember that the localhost can be substituted by the server name or IP where the application was configured. 2. Select database type that will be used on the next screen and then, click the [ Next] button:

117 Configuring ISOSYSTEM Fill out the necessary parameters based on the selected database that will be used: Ú For MS SQL Server: Database Host: Input database server Host (name). Database Name: Input database name. Database Port: Input database port. Database Username: Input database username. Database Password: Input database password (isosystem). ISOSystem - Server Port: Input the port for configuring ISOSYSTEM Server service. ISOSystem - Server Host: Input the IP number or the server host (name) where ISOSYSTEM Server service is being configured.

118 118 Installation Guide Ú For Firebird: Database Host: Input database server Host (name). Database Name: Input database name. Database Port: Input database port. Database Username: Input database username (sysdba). Database Password: Input database password (masterkey). ISOSystem - Server Port: Input the port for configuring ISOSYSTEM Server service. ISOSystem - Server Host: Input the IP number or the server host (name) where ISOSYSTEM Server service is being configured.

119 Configuring ISOSYSTEM 119 Ú For Oracle: Select the type of connection: Local, Service Name or TNS Name. Database Host: Input database server name. Database Port: Input database port. Database Username: Input database username. Database Password: Input database password (isosystem). Database SID: Input database SID (Necessary the same as the Service Name). ISOSystem - Server Port: Input the port for configuring ISOSYSTEM Server service. ISOSystem - Server Host: Input the IP number or the server host (name) where ISOSYSTEM Server service is being configured.

120 120 Installation Guide 4. After inputting all configuration changes, it is necessary to click the [Next] button and restart IIS (Internet Information Services). Go to the Start menu Ú Run, and type in the following commands: net stop w3svc (stop) e net start w3svc (restart). 5. Click the [Done] button to conclude the module configuration:

121 Configuring ISOSYSTEM On the following screen, input organization data. Fill out this first system data for parameterization purposes: 7. Define the system administrator password and click the this step. button to conclude 8. It is also necessary now to configure the activation key for purchased modules. Go to the section on Adding Activation Key.

122 122 Installation Guide Configuring ISOSYSTEM with Oracle RAC Support This procedure is compatible with Oracle Version 9i or 10g. It is necessary to configure the ISOSYSTEM with support Oracle RAC. Execute the following steps to do this: 1. Copy the file ojdbc14.jar from folder %ORACLE_HOME%\jdbc\lib to folder: C:\Inetpub\ISOSYSTEMWeb\wwwroot\generic\app\seservice\lib overwriting existing file. "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. 2. Delete file: C:\Inetpub\ISOSYSTEMWeb\wwwroot\generic\app\seservice\lib\orac le-jdbc jar 3. Open the internet browser and type, in the address bar, the following address: Remember that the localhost can be substituted by the server name or IP where the application was configured. 4. Select database Oracle on the next screen and then, click the [Next] button:

123 Configuring ISOSYSTEM Fill out the necessary parameters: Select the type of connection: TNS Name. Database Host: Don't enter any data in this field. Database Port: It is not necessary to enter any data in this field. Database Username: Input database username. Database Password: Input database password (isosystem). Database SID: It is not necessary to enter any data in this field. ISOSystem - Server Port: Input the port for configuring ISOSYSTEM Server service. ISOSystem - Server Host: Input the IP number or the server host (name) where ISOSYSTEM Server service is being configured. Note that for configuring ISOSYSTEM with Oracle RAC support use TNS Name parameter. 6. After inputting all configuration changes, it is necessary to click the [Next] button and restart IIS (Internet Information Services). Go to the Start menu Ú Run, and type in the following commands: net stop w3svc (stop) e net start w3svc (restart).

124 124 Installation Guide 7. Click the [Done] button to conclude the module configuration:

125 Configuring ISOSYSTEM 13.2 Adding Activation Key 1. Access ISOSYSTEM Administration and input the previously configured username and password: 2. Go to the Configuration menu and click on the Activation Key item: 125

126 126 Installation Guide 3. Click the button on the next screen: 4. Now, on this screen, input the activation key: 5. Click the button to save the input changes. The activation key needs to be associated with the modules listed on this screen.

127 Configuring ISOSYSTEM 6. Click the 127 button located on the upper part of this screen in order to enable the buttons on the lower part, and then click the activation key to the respective module: button on the lower part to link the 7. On the next screen, click the button located next to the [Module] field to retrieve module activation key in order to associate it: 8. Click the button to confirm the activation key association with the module. This procedure needs to be repeated for each module purchased by the organization. If an access group is NOT defined and generated for any given module in the ISOSYSTEM Administration module, the [Module] icon will not be enabled on the Login screen.

128 128 Installation Guide 13.3 Adding ISOSYSTEM Action in the Integrated Menu Bar All purchased modules are displayed on the integrated menu bar on the side of the main screen. Take a look at the following required instructions for configuring it: ISOSYSTEM Administration version 1.11 or higher is required for this system functionality. 1. Access ISOSYSTEM Administration and go to the Configuration menu Ú ISOSYSTEM Modules: 2. On the next screen, locate and select the ISOSYSTEM Action module for configuration and then click the button on the toolbar:

129 Configuring ISOSYSTEM On this new displayed screen, check the option for [Enable Access Address] and type the same address link used to access the system (Ex.: After doing that, click the button: 4. Repeat this configuration to ISOSYSTEM Action Staff e ISOSYSTEM Action View.

130 130 Installation Guide 13.4 Configuring Send SMTP, MAPI, or Lotus Notes can be used for the system sending functionality. See the following steps: It is necessary to first configure the server in order to this functionality be configured and run correctly. 1. Go to the Configuration menu and then the Configuration item in ISOSYSTEM Administration: 2. Select the Send tab screen on the Systems Setup screen: 3. Select the [Enable electronic mail resource] field. 4. Input the address in the [Default for sending messages] field.

131 Configuring ISOSYSTEM Select [Always use default for sending messages] field and then click the button to save the input data. 6. Now select the Server option on the Configuration menu: 7. Click the button located on the Servers screen:

132 132 Installation Guide 8. On the next screen, fill out the server data for the selected protocol: Server: Input the server used for sending alerts and to-do task reminders. Protocol: Select one of the following protocols: SMTP, MAPI or NOTES. Requires Authentication: When this option is selected, the user must fill out the following fields: User: The server user name. Change Password: Select this option if the user wishes to change the server password. Use as default: Check this option when registering a new user and the default server will be automatically selected by the system. 9. Click the setting changes. button to save the configurations after making the necessary If the default sending server is Lotus Notes, see the section on Preparing Environment to Lotus Notes. Also, see the section on Test Send s.

133 Configuring ISOSYSTEM Preparing Environment to Lotus Notes It is necessary to install Lotus Notes, which is the client for sending s. For further information, consult the manufacturer s technical documentation. See how to setup the sending environment: 1. Install Lotus Notes Client system in ISOSYSTEM Server application. 2. Configure Lotus Notes Client, copy the user ID data file to the default directory, (example: C:\Program files\lotus\notes\data). 3. Go to the following Windows menu: Start Ú Programs Ú Accessories Ú Command prompt. 4. In the Command prompt, go to the Lotus Notes installation directory (example: C:\Program files\lotus\notes) and type the following command: regsvr32 nlsxbe.dll. 5. Press the ENTER key to conclude this configuration step. While running the system, Lotus Notes client cannot be executed.

134 134 Installation Guide Test Send s After configuring server data, it is possible to send test s to specified users. See how to perform this test: 1. Click the button located on the Server Data screen. A new screen will open, so click the button to select the address user:

135 Configuring ISOSYSTEM Use the search fields to facilitate your search and retrieval of the desired addressee. Next, click the forget to click the Sending screen: button on the toolbar to perform your search. Do not button to save the selected user and then return to the 3. To perform your test, just click the button to send the test 4. Finally a message will be displayed to inform a successful sending.

136 136 Installation Guide 13.5 Enabling Integrated Authentication The purpose of enabling integrated authentication is based on the credentials of the Operating System. Thereby, it is not necessary for the user to login and type in the user password to access each individual system. It is necessary for the registered ISOSYSTEM Administration system user to use the same login and password as the Operating System in order to enable the integrated authentication feature. 1. Go to ISOSYSTEM Administration Configuration main menu and select the Configuration item: 2. On the Systems Setup screen, select the Login tab screen: 3. Check the [Enable integrated authentication resource] option and then select the [Authentication using web server]. 4. Click the button to conclude configuration.

137 Installing SEService Chapter XIV

138 138 Installation Guide 14 Installing SEService The purpose of SEServices is to manage all services necessary for running some ISOSYSTEM system resources from your purchased ISOSYSTEM modules, such as reports, project exportation, etc. See the following instructions for configuring this service: 1. Edit the file C:\inetpub\ISOSYSTEMWeb\seservice.ini. "C:\Inetpub\ISOSYSTEMWeb\" was defined as the default path for the installation. 2. Edit the seservice.ini file and delete the ; character at the beginning of parameter line in bold type: [seservice] port=5009 [jasperreport] enabled=1 ;[dataintegration] ;enabled=1 ;[pdfconverter] ;port=5011 ;[ganttproject.jlnp] ;enabled=1 ;[exportadorseprojetos] ;enabled=1 ;[smartsso] ;enabled=1 ;[ observer] ;host= ;port= ;user= ;password= ;time= ;urlphp= ;[isoprojectexecutor] ;enabled=1

139 Installing SEService 139 The following items 3, 4, and 5 are required if there is another application that runs a different Java JRE version, such as: Oracle. To see if this configuration is necessary, after the Java installation is concluded, open MS-DOS prompt and type java -version. Then, if the installation version is different execute steps 3, 4, and Check if Java JRE 1.5 or higher is installed and the JAVA_HOME variable is defined. To define the JAVA_HOME variable, go to the Windows Start menu Ú Control Panel Ú System. Select the Advanced tab screen:

140 140 Installation Guide 4. Click the [Environment Variables] button, and on the next screen, click the [New] button located below the list of system variables: 5. On the new screen, fill out the following fields: Variable Name: Type JAVA_HOME. Variable Value: Input the Java.exe file path. Example: [JAVA installation directory]\bin 6. Go to the following Windows Explorer folder: C:\Inetpub\ISOSYSTEMWeb\wwwroot\generic\app\seservice "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path.

141 Installing SEService Double click the install.jar file. Then, two.bat files will be generated. 8. Execute the install.bat file to install the service. A new service named SE Services will be installed: If ISOSYSTEM Project is one of the purchased modules in the package, see the section on Enabling ISOSYSTEM Project Services. If ISOSYSTEM Document is one of the purchased modules in the package, see the section on Enabling PDF Converter and Installing ISOSYSTEM FTS Service.

142 142 Installation Guide 14.1 Enabling Scheduler Service Scheduler Service is used to execute periodic activities automatically, such as import data, execute OCR, index lots, disconnect user, and send tasks by mail. See the following instructions for enabling this service: 1. Edit the C:\inetpub\ISOSYSTEMWeb\seservice.ini file. "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. 2. Edit the seservice.ini file and delete the ; character at the beginning of parameter line in bold type: [seservice] port=5009 ;[jasperreport] ;enabled=1 [dataintegration] enabled=1 ;[pdfconverter] ;port=5011 ;[ganttproject.jlnp] ;enabled=1 ;[exportadorseprojetos] ;enabled=1 ;[smartsso] ;enabled=1 ;[ observer] ;host= ;port= ;user= ;password= ;time= ;urlphp= ;[isoprojectexecutor] ;enabled=1

143 Installing SEService 3. Restart SE Services service to conclude this configuration step: 143

144 144 Installation Guide 14.2 Enabling ISOSYSTEM Project Services ISOSYSTEM Project Services are required for proper running of Project modules starting from version 7.0. They are: exportadorseprojetos: The purpose of this service is to convert (export) ISOSYSTEM Project projects to the Microsoft Project format. ganttproject.jlnp: Used for opening Gantt structures by way of Gantt Project. isoprojectexecutor: Used for executing Projects. See the following instructions for enabling these services: 1. Edit the C:\inetpub\ISOSYSTEMWeb\seservice.ini file. "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. 2. Edit the seservice.ini file and delete the ; character at the beginning of parameter line in bold type: [seservice] port=5009 ;[jasperreport] ;enabled=1 ;[dataintegration] ;enabled=1 ;[pdfconverter] ;port=5011 [ganttproject.jlnp] enabled=1 [exportadorseprojetos] enabled=1 ;[smartsso] ;enabled=1 ;[ observer] ;host= ;port= ;user= ;password= ;time= ;urlphp= [isoprojectexecutor] enabled=1

145 Installing SEService 3. Restart SE Services service to conclude this configuration step: 145

146 146 Installation Guide 14.3 Enabling PDF Converter The PDF Converter is a service for converting documents to PDF format, such as: DOC, XLS, PPT, PPS and OpenOffice as well. See how to enable this service: This configuration is only valid for the following versions of ISOSYSTEM Document: , , , 6.2 or higher. Remember, it is only possible to convert system registered documents, after installing SEService, as long as it is started and running correctly. 1. First of all, install OpenOffice in Web Server. Consult System Architecture Overview to verify compatible versions of OpenOffice. 2. Edit the "C:\inetpub\ISOSYSTEMWeb\seservice.ini" file and delete the ; character at the beginning of parameter line in bold type: "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. [seservice] port=5009 ;[jasperreport] ;enabled=1 ;[dataintegration] ;enabled=1 [pdfconverter] port=5011 pathprogramsoffice = C:\Program Files\OpenOffice.org 2.4\program\ ;[ganttproject.jlnp] ;enabled=1 ;[exportadorseprojetos] ;enabled=1 ;[smartsso] ;enabled=1 ;[ observer] ;host= ;port= ;user= ;password= ;time= ;urlphp= ;[isoprojectexecutor]

147 Installing SEService 147 ;enabled=1 "C:\Program Files\OpenOffice.org 2.4\" is the selected installation path of the OpenOffice. The parameter "pathprogramsoffice" must end with the character "\". 3. Restart SE Services service to conclude this configuration step:

148 148 Installation Guide Installing OpenOffice Service This configuration is necessary only if it is not possible to install OpenOffice in the Web Server. 1. First of all, install OpenOffice in the Application Server. 2. Download files instsrv.exe and srvany.exe and copy this 2 files to folder C:\Windows: The files [instsrv.exe] and [srvany.exe] are part of the package "Microsoft Windows Resource Kits Tools". 3. Open MS-DOS Prompt. Run the command: C :\windows\instsrv.exe "PDF Converter" C:\windows\srvany.exe: 4. Go to the Start menu Ú Run type the command: regedit. 5. Locate the key HKEY_LOCAL_MACHINE\SYSTEM\ControlSet001\Services\PDF Converter]. [

149 Installing SEService 6. Go to the menu: Edit Ú New Ú Key: 7. Insert the key name [Parameters]: 149

150 150 Installation Guide 8. Click the key [Parameters] with the opposite button of the mouse and go to the menu New Ú String Value: 9. Insert the string name [Application]:

151 Installing SEService Double click on [Application] and input the OpenOffice executable file with the following parameters: "C:\Program Files\OpenOffice.org 2.4\program\soffice.exe" -nofirststartwizard-headless-accept="socket,host=0,port=5011;urp;" : "C:\Program Files\OpenOffice.org 2.4\ " is the selected installation path of the OpenOffice.

152 152 Installation Guide 11. Close the regedit and start PDF Converter Service to conclude this configuration step:

153 Installing SEService Edit the inetpub\isosystemweb\seservice.ini file and delete the ; character at the beginning of parameter [pdfconverter] and add settings as below: "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. [seservice] port=5009 ;[jasperreport] ;enabled=1 ;[dataintegration] ;enabled=1 [pdfconverter] port=5011 hostname = started = 1 ;[ganttproject.jlnp] ;enabled=1 ;[exportadorseprojetos] ;enabled=1 ;[smartsso] ;enabled=1 ;[ observer] ;host= ;port= ;user= ;password= ;time= ;urlphp= ;[isoprojectexecutor] ;enabled=1 Replace the IP address by the IP address or the hostname of server where the OpenOffice service is being configured.

154 154 Installation Guide 13. Restart SE Services service to conclude this configuration step:

155 Installing SEService Installing ISOSYSTEM FTS Service ISOSYSTEM FTS is a service for indexing document contents. This enables a document search tool for locating specified words in document contents. See how to install this service: This configuration is only valid if ISOSYSTEM Document 6 or higher is one of the installed modules. Remember, only registered system documents may be indexed after the FTS service installation as long as it is started and running correctly. The following items 1, 2, and 3 are required if there is another application that runs a different Java JRE version, such as Oracle. To see if this configuration is necessary, after the Java installation is concluded, open MS-DOS prompt and type "java -version". Then, if the installation version is different execute steps 1, 2, and Check if Java JRE 1.5 or higher is installed and the JAVA_HOME variable is defined. Go to the Windows Start menu Ú Control Panel Ú System. Select the Advanced tab screen:

156 156 Installation Guide 2. Click the [Environment Variables] button on the next screen, and then click the [New] button located below the list of system variables: 3. Fill out the following fields on the next screen: Variable Name: Type JAVA_HOME. Variable Value: The Java.exe file path. Example: [installationdirectory] JAVA]\bin 4. Go to the c:\inetpub\isosystemweb\include\document\lucene folder and indexsearchwindows.jar execute the file. A file named ISOSYSTEM_FTS_Installer.bat will be installed in that folder. "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. 5. Execute the ISOSYSTEM_FTS_Installer.bat file. ISOSYSTEM FTS service will be installed.

157 Installing SEService Restart ISOSYSTEM FTS Service to conclude the installation: 7. Go to ISOSYSTEM Document and then to Setup Data menu. Now select the Special Settings option:

158 158 Installation Guide 8. Select the Indexation tab screen on the Special Settings screen: 9. Fill out the following fields: Content Index Server Configuration: Check this option to enable the indexation content tool. Server: Input the server name of IP address where the ISOSYSTEM FTS service was installed. Port: The ISOSYSTEM FTS service port, default port Directory for saving the indexed contents: Input the path where indexed contents will be stored. 10. Click the button to conclude configuration.

159 Installing SEService Enabling File Manager Service ISOSYSTEM File Manager is required to store documents on a remote File Server using Controlled Directory. Ú Enabling File Manager Service on Remote File Server Ú Configuring Controlled Directory with File Manager Service

160 160 Installation Guide Enabling File Manager Service on Remote File Server See the following instructions for enabling this service: 1. On Web Server where ISOSYSTEM Application is installed, copy folder C:\Inetpub\ISOSYSTEMWeb\wwwroot\generic\app\seservice to Remote File Server in folder C:\SoftExpert. "C:\Inetpub\ISOSYSTEMWeb\" is the selected installation path. 2. Copy file C:\Inetpub\ISOSYSTEMWeb\seservice.ini to remote File Server in folder C:\SoftExpert\seservice. "C:\SoftExper\" is the path that copy seservice folder. 3. On Remote File Server, edit the C:\SoftExpert\seservice\seservice.ini file and delete the ; character at the beginning of parameter line in bold type: [seservice] port=5009 [filemanager] enabled=1 ;[jasperreport] ;enabled=1 ;[dataintegration] ;enabled=1 ;[pdfconverter] ;port=5011 ;[ganttproject.jlnp] ;enabled=1 ;[exportadorseprojetos] ;enabled=1 ;[smartsso] ;enabled=1 ;[ observer] ;host= ;port= ;user= ;password= ;time= ;urlphp= ;[isoprojectexecutor]

161 Installing SEService 161 ;enabled=1 The following items 4, 5, and 6 are required if there is another application that runs a different Java JRE version, such as Oracle. To see if this configuration is necessary, after the Java installation is concluded, open MS-DOS prompt and type "java -version". Then, if the installation version is different execute steps 4, 5, and Check if Java JRE 1.5 or higher is installed and the JAVA_HOME variable is defined. To define the JAVA_HOME variable, go to the Windows Start menu Ú Control Panel Ú System. Select the Advanced tab screen:

162 162 Installation Guide 5. Click the [Environment Variables] button, and on the next screen, click the [New] button located below the list of system variables: 6. On the new screen, fill out the following fields: Variable Name: Type JAVA_HOME. Variable Value: Input the Java.exe file path. Example: [JAVA installation directory]\bin 7. Go to the following Windows Explorer folder: C:\Softexpert\seservice "C:\SoftExper\" is the path that copy seservice folder. 8. Double click the install.jar file. Then, two.bat files will be generated.

163 Installing SEService Execute the install.bat file to install the service. A new service named SE Services will be installed: 10. Create 3 folders in the folder C:\SoftExpert in remote File Server: Current Revision Obsolete Include these folders into your regular backups.

164 164 Installation Guide Configuring Controlled Directory with File Manager Service 1. Go to ISOSYSTEM Document and then to Setup Data menu. Now select the Controlled directory option: 2. Click the button located on the Controlled directory screen:

165 Installing SEService Fill out the necessary parameters: Name: Input Directory name. Path: Input the path of Directory in the remote File Server. External server: Check this option. Server: Input remote File Server address. COM port: Input port number of File Manager service configured in remote File Server, default port is Click the button to conclude configuration. 5. Repeat step 2, 3 and 4 to add a Controlled Directory Revision and Obsolete.