Unify DBIntegrator Installation and Configuration Guide

Transcription

1 Unify DBIntegrator Installation and Configuration Guide Windows

2 2001 Unify Corporation. All rights reserved. Publications team Natalie Calkins Linda Costello No part of this document may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise without the prior written consent of Unify Corporation. Unify Corporation makes no representations or warranties with respect to the contents of this document and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. Further, Unify Corporation reserves the right to revise this document and to make changes from time to time in its content without being obligated to notify any person of such revisions or changes. The Software described in this document is furnished under a Software License Agreement. The Software may be used or copied only in accordance with the terms of the license agreement. It is against the law to copy the Software on tape, disk, or any other medium for any purpose other than that described in the license agreement. The Unify Corporation Technical Publications Department values and appreciates any comments you may have concerning our products or this document. Please address comments to: docmail@unify.com Unify, ACCELL, and Unify VISION are registered trademarks or Unify Corporation in the United States and other countries. Unify DataServer, Unify ewave, Unify WebNow!, and the Unify logo are trademarks of Unify Corporation in the United States and other countries. Other brand or product names shown are trademarks of their respective owners. Printed in U.S.A. Part Number:

3 Contents Contents iii Before You Begin 5 System Requirements... 9 Client Version Compatibility Unify DBIntegrator and TCP/IP Unify DBIntegrator Installation Steps Upgrading your Licensed Concurrent Connections Obtaining Technical Support Contacting Unify Corporation Chapter 1: Installing Unify DBIntegrator on a Unify DataServer NT Server 15 Unify DBIntegrator Default Settings Installing Unify DBIntegrator for Windows NT Configuring Data Sources on Unify DataServer NT Servers Files Installed on the Unify DataServer NT Server Uninstalling Unify DBIntegrator Chapter 2: Installing Unify DBIntegrator Client 31 Customizing Unify DBIntegrator Client Before You Install Unify DBIntegrator Client Configuring the Unify DBIntegrator Client Installation Installing Unify DBIntegrator Client from Disk Installing Unify DBIntegrator Client from a Network Chapter 3: Configuring Data Sources 53 Configuring a Data Source iii

4 Chapter 4: Troubleshooting 59 General Troubleshooting Checklist Installing Unify DBIntegrator on a Unify DataServer NT Server Installing Unify DBIntegrator Client Appendix A: Unify DataServer NT ODBC Driver Specification 71 Unify DataServer NT ODBC Driver Datatypes ODBC API Conformance SQL Grammar Support iv User s Guide

5 Before You Begin 5

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7 Before You Begin Welcome to Unify DBIntegrator. Unify DBIntegrator allows you to quickly and efficiently provide client-server data connectivity between single or multiple Unify DataServer NT servers and ODBC applications. Using Unify DBIntegrator you can open all your data sources to all your clients by means of a single thin ODBC driver. Unify DBIntegrator allows direct communication between client computers and the server using TCP/IP for your LAN and WAN. Data encryption and HTTP tunneling (to ensure secure data transfer and firewall support over the Internet) are also supported. With all administration and maintenance handled from the server, end users work uninterrupted while you set up, edit, or remove data sources or perform other administrative tasks at the server. And Unify DBIntegrator s flexible deployment options make it the best choice for supporting your internal LAN users, your distributed WAN users, and even your Internet users. There are only two components of Unify DBIntegrator to install: Unify DBIntegrator Server Unify DBIntegrator Client for end-user machines And installing Unify DBIntegrator is easy with the easy installation program, server software and drivers are installed in one easy setup program. To install Unify DBIntegrator Client, choose from these installation methods: Copy Unify DBIntegrator Client to a network location for users to install at their convenience. By default, Unify DBIntegrator Client is configured for an interactive installation. However, you can turn this option off so users can run Setup to install Unify DBIntegrator Client with the default settings or settings you have pre-configured with no user input required. 7

8 Distribute the Unify DBIntegrator Client disks. Users can install the software interactively or non-interactively, depending upon the configuration you select. Send Unify DBIntegrator Client to your end-users as an attachment. Download Unify DBIntegrator Client for JDBC on demand to browsers for use by Java applets. For more information, see Using Unify DBIntegrator Client for JDBC (DBIntegrator_JDBC.html) which is installed with Unify DBIntegrator Client for JDBC. This manual describes how to install Unify DBIntegrator on a Windows NT server, and how to install Unify DBIntegrator Client on end-user machines. It also includes information on the Unify DBIntegrator ODBC driver. Refer to Chapter 4: Troubleshooting if you have problems. TIP The Readme file contains last-minute information related to the installation. Use an editor such as Notepad or Write to read the file before you install. 8 Installing and Configuring Unify DBIntegrator

9 System Requirements Unify DBIntegrator Server for WIndows NT NOTE These requirements assume you ve already installed Unify DataServer for WIndows NT. An Intel 486 or Pentium CPU computer, with 32 MB of RAM (100 MB recommended) A hard disk, with 3.1 MB of free disk space CD ROM disk drive Windows NT 4.0 with service pack 4 or higher Network adapter with TCP/IP networking option Unify DBIntegrator Client for Windows 95/98 or Windows NT An or Pentium CPU computer, with 8 MB of RAM A hard disk, with about 1.8 MB of free disk space A disk drive that can read high-density 3-1/2 inch disks (optional can be installed from a network location) Windows NT 4.0 or Windows 95/98 TCP/IP networking option Before You Begin 9

10 Client Version Compatibility The Unify DataServer for NT ODBC Driver is provided with Unify DBIntegrator Server, which is included on the Unify DataServer for Windows NT/95 CD. Unify DBIntegrator is installed (and licensed) separately. It enables client applications to access the database via Unify DBIntegrator Client for ODBC or for JDBC. You must use a compatible Unify DBIntegrator Client. Please refer to the Readme for information on which Unify DBIntegrator Client version to use. Unify DBIntegrator and TCP/IP Unify DBIntegrator Client for ODBC uses a Winsock-compatible TCP/IP transport protocol to communicate with Unify DBIntegrator on the server in an Ethernet or token ring network environment. 10 Installing and Configuring Unify DBIntegrator

11 Unify DBIntegrator Installation Steps To ensure that your Unify DBIntegrator installation is successful, we recommend you follow these steps: 1. If another copy of Unify DBIntegrator is currently installed, first stop it (that is, stop the system services) and then uninstall it. 2. Ensure that the TCP/IP networking option is installed correctly on the server and on all client computers. Check network communications between client workstations and the Unify DBIntegrator server. Although the default Use Server List option on clients uses TCP/IP, broadcasting is used if the server list fails. Unify DBIntegrator servers rely on broadcasting to communicate with one another. If you have multiple Unify DBIntegrator servers and you want them to communicate with one another, ensure that they are on the same network segment. NOTE If you want all Unify DBIntegrator servers to communicate with one another, ensure that the Unify DBIntegrator Services port number they all use is the same. By default, Unify DBIntegrator Services communicates using registered port See Changing Port Numbers in Chapter 2: Configuring the Unify DBIntegrator Server of Using Unify DBIntegrator for details. 3. Ensure that your DBMS is properly installed. Your Unify DataServer database must be installed on the same server as Unify DBIntegrator. The driver does not support remote database access. Before You Begin 11

12 4. Install Unify DBIntegrator on the server. See Installing Unify DBIntegrator for Windows NT on page 20 or Chapter 1: Installing Unify DBIntegrator on a Unify DataServer NT Server for details. 5. (Optional) If you have no system data sources on your server, we recommend you use DBIntegratorAdmin to configure at least one for testing purposes. See Configuring Data Sources on Unify DataServer NT Servers on page 24 for an overview of data source configuration. 6. For testing purposes, configure and install Unify DBIntegrator Client on a single client computer. Ensure that this client connects to a Unify DBIntegrator server and that the client can see any data sources that they have been given the ability to see. NOTE If you have removed the default association between the <All Users> and <All Data Sources> group, your client will see only those data sources you have specified. If you have no system data sources on the server and you created one in step 5, this client should be able to see it. If you are not successful in connecting or seeing data sources, consult Chapter 5: Troubleshooting of Using Unify DBIntegrator. 7. (Optional) Configure the Unify DBIntegrator Client disk for distribution. See Configuring Data Sources on Unify DataServer NT Servers on page 24 for details of configurable options. 8. Distribute Unify DBIntegrator Client to end users. 9. Install the appropriate version of Unify DBIntegrator Client for the client computers operating system. 12 Installing and Configuring Unify DBIntegrator

13 Upgrading your Licensed Concurrent Connections If you want to upgrade the number of licensed concurrent connections, contact Unify or your licensed Unify reseller for a new license key. Enter the new license key using the Configure -> Upgrade dialog from the Server menu of the Unify DBIntegrator Control program. See DBIntegratorControl on the Start menu. Obtaining Technical Support Once you have completed the installation of Unify DBIntegrator, please check the readme.txt file for specific information about the product or general information about this release of Unify DBIntegrator that is not included with the documentation set that accompanies the installation media. If you are having difficulty installing Unify DBIntegrator on the server or client on your end-user machines, refer to Chapter 4: Troubleshooting. If you are still having difficulty, contact Unify Customer Support as follows. We welcome your questions, comments, and feature requests. Before contacting Customer Support: To help us help you more effectively, please have the following information ready when you call or write us: The platform and operating system version for both the Unify DBIntegrator server and the Unify DBIntegrator Client computer(s) The DBMS product name and version you are experiencing difficulty with Before You Begin 13

14 Your Unify DBIntegrator server product version Your license key. You can find this by pressing the Licensing button in the About Unify DBIntegratorControl dialog box under the Help menu in Unify DBIntegratorControl The contents of the following registry entries: Unify DBIntegrator Server on WIndows NT server.ini odbc.ini odbcinst.ini Registry key under HKEY_LOCAL_MACHINE\SOFTWARE\Unify Registry key under HKEY_LOCAL_MACHINE\SOFTWARE\ODBC and/or HKEY_CURRENT_USER\SOFTWARE\ODBC Registry key under HKEY_LOCAL_MACHINE\SOFTWARE\ODBC Windows 95 or Windows NT Client odbc.ini odbcinst.ini Registry key under HKEY_CURRENT_USER\SOFTWARE\ODBC Registry key under HKEY_LOCAL_MACHINE\SOFTWARE\ODBC Contacting Unify Corporation For a complete listing of Unify Corporation Support Centers, visit our home page at Click on Support. 14 Installing and Configuring Unify DBIntegrator

15 Chapter 1: Installing Unify DBIntegrator on a Unify DataServer NT Server

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17 Unify DBIntegrator Default Settings Installing Unify DBIntegrator on a Unify DataServer NT Server For general information about installing Unify DBIntegrator, read Before You Begin. If you have any difficulties during installation, refer to Installing Unify DBIntegrator on a Unify DataServer NT Server in Troubleshooting. This section provides procedures for installing Unify DBIntegrator on a Windows NT Server. Unify DBIntegrator Default Settings When you install and first run Unify DBIntegrator, the <All Users> list in Unify DBIntegrator Admin is empty. When Unify DBIntegrator Client users first update their data sources, their client user ids (Windows login ids) and TCP/IP addresses are added to the <All Users> list. This provides an easy way to fill the <All Users> list. NOTE If one or more Windows login ids cannot be determined, Unknown appears as the user id in the <All Users> list along with the TCP/IP address of the unknown client. As you configure Unify DBIntegrator data sources with Unify DBIntegrator Admin, they automatically become members of a base data group named <All Data Sources>. When you install Unify DBIntegrator, users in the <All Users> group see all the data groups in the <All Data Sources> group. Therefore, all users can see all data sources. Installing Unify DBIntegrator on a Unify DataServer NT Server 17

18 NOTE Database security resides with the DBMS. With Unify DBIntegrator, you manage relationships between data sources and users to provide data source visibility, not security. For example, a user could be granted the ability to see a data source through Unify DBIntegrator Admin, but may not be able to access data because of limitations imposed by the DBMS-specific security. 18 Installation and Configuration Guide

19 Unify DBIntegrator Default Settings By default, Unify DBIntegrator is installed with the following settings. All system data sources visible to all users Event Logging=disabled Unify DBIntegrator Manager Port Number=1583 Unify DBIntegrator Services Port Number=1599 Unify DBIntegrator Services Broadcasting Period=60 seconds HTTP Port Number=80 Firewall Address Mapping=disabled Firewall Tunneling=enabled Encryption=Disabled Idle Connection Timeout=360 minutes Query Connection Timeout=60 minutes Network Interfaces=all local addresses You can change these settings after installation using Unify DBIntegrator Control. However, we recommend that you use these settings while setting up and testing Unify DBIntegrator. See Chapter 2: Configuring the Unify DBIntegrator Server in Using Unify DBIntegrator for information about changing default settings. Installing Unify DBIntegrator on a Unify DataServer NT Server 19

20 Installing Unify DBIntegrator for Windows NT NOTE If you have a previous version of Unify DBIntegrator installed on your NT server, stop the services and uninstall it with Add/Remove Programs in the Control Panel before you install the new version. NOTE In order to install Unify DBIntegrator successfully on your Unify DataServer NT server, you must have Administrator privileges that let you install NT services. 1. Read System Requirements in Before You Begin to ensure you have satisfied all the system prerequisites before you install Unify DBIntegrator. 2. Close all ODBC applications and log on as the administrator who creates system data sources and performs Unify DBIntegrator administration. 3. Insert the Unify DataServer CD. 4. Follow the instructions as included with your Unify DataServer NT package. If your license key for Unify DataServer NT is ODBC-enabled, the Installer prompts you to install the necessary components for Unify DBIntegrator. 5. From the File menu, choose Run. In the Command Line box, type x:\dbiserver\disk1\setup, where x is the driver letter for the DataServer CD. Select OK. The Unify DBIntegrator license agreement appears. 6. Select Accept to accept the terms and conditions of the License Agreement and proceed with the installation. (If you select Decline, Setup exits.) The Validate License Key dialog box appears. 20 Installation and Configuration Guide

21 Installing Unify DBIntegrator for Windows NT 7. Enter your license key. Select Next. 8. Setup checks that the license key is valid. If it is, Setup displays a confirmation screen. If it is not, you must enter a valid license key to proceed. 9. Setup checks for versions of Unify DBIntegrator running on the server. If it detects Unify DBIntegrator running on the server, you must shut it down before you proceed with Setup. To stop Unify DBIntegrator immediately, select Yes. Setup automatically stops Unify DBIntegrator and continues. If you want to stop Unify DBIntegrator at a more convenient time for your users, select No. Setup exits. You must stop Unify DBIntegrator manually before you can install a new version of Unify DBIntegrator. When Setup continues, the following screen appears, advising you to close all active Windows applications before you proceed with Setup. 10. We strongly recommend that you close any active applications now. Close your applications, then return to this screen and select Next. NOTE If you proceed with Setup and have applications open, you must restart Windows before you can use Unify DBIntegrator. Install Unify DBIntegrator in the same directory as Unify DataServer NT was installed (by default) in: c:\program Files\Unify\DBIntegrator on the drive that Windows is installed on. You must install Unify DBIntegrator on a local hard drive. 11. Select Next. Installing Unify DBIntegrator on a Unify DataServer NT Server 21

22 The following dialog box appears. To change the Program Folder name, type the new name in the Program Folder text box or select a different folder from the drop-down list. 12. Press Next. The following dialog box appears. 13. Review the selections you have made. To make any changes, select Back until you return to the dialog box which contains the settings you want to change. Make the changes, then select Next until you return to this dialog box. 22 Installation and Configuration Guide

23 Installing Unify DBIntegrator for Windows NT 14. Select Install. A Unify DBIntegrator program folder is created. A Unify DBIntegrator Admin icon and a Unify DBIntegrator Control icon, along with a Readme file and help icons, are placed in this folder. TIP To uninstall Unify DBIntegrator, use the Add/Remove Programs option in your Control Panel. The following dialog box appears. When all the files have been successfully copied to your installation directory, Setup checks for system prerequisites. You are advised as Setup checks for them (for example, TCP/IP networking option). If Setup finds the required system components, the installation is complete and Unify DBIntegrator will be started automatically. If you receive any messages advising you of problems, consult Installing Unify DBIntegrator on a Unify DataServer NT Server in Chapter 4: Troubleshooting. Installing Unify DBIntegrator on a Unify DataServer NT Server 23

24 If you had any applications open when you installed Unify DBIntegrator, you may need to restart your computer before you use Unify DBIntegrator. Select Yes to automatically restart your computer. Select No to do so at a later time. 15. Remove the CD from your CD ROM drive. Select Finish to exit Setup. Unify DBIntegrator starts automatically on your server. 16. Configure data sources. See Configuring Data Sources on Unify DataServer NT Servers on page 24 for an overview. For detailed information about working with data sources, see Chapter 3: Administering Unify DBIntegrator in Using Unify DBIntegrator. 17. Configure and install Unify DBIntegrator Client, including data sources on the client. See Chapter 2: Installing Unify DBIntegrator Client for details. Configuring Data Sources on Unify DataServer NT Servers Once you ve installed Unify DBIntegrator, use Unify DBIntegrator Admin to configure the data sources your users have access to. NOTE To configure data sources for DBIntegrator Client, see Configuring a Data Source on page 55. IMPORTANT Unify DBIntegrator data sources must be configured as system data sources. System data sources are data sources that can be accessed by all user accounts running under NT, unlike user data sources which can only be accessed by the account that created the data source. 24 Installation and Configuration Guide

25 Configuring Data Sources on Unify DataServer NT Servers NOTE If you add data sources manually to the odbc.ini registry key on the Unify DBIntegrator Server, or you had system data sources that predated Unify DBIntegrator installation, you must open Unify DBIntegratorAdmin and select OK for them to appear. To configure a data source: 1. Open Unify DBIntegrator Admin from the Start menu. The following dialog box appears: Unify DBIntegrator uses the ODBC Administrator for all data source additions, modifications, and deletions. Therefore, if you add, modify, or delete a data source from within the ODBC Administrator, that information is permanently saved, regardless of whether you select the Cancel button to exit Unify DBIntegratorAdmin. 2. If the list box in the lower left section of the dialog box is not currently titled Data Sources, select the button labelled Click to view Data Sources at the top of the Data Groups list box. The title will change to Data Sources. Installing Unify DBIntegrator on a Unify DataServer NT Server 25

26 3. Position the mouse pointer anywhere within the Data Sources list box and open the shortcut menu with the right mouse button. 4. Select Administer Data Sources. The ODBC Data Source Administrator dialog box appears. NOTE You must configure Unify DBIntegrator data sources as system data sources, otherwise users will not be able to access the data sources even if you grant them permission to do so. Do not use the Add button in the Data Sources screen to add a Unify DBIntegrator data source. 5. Select the System DSN tab. The System DSN tab appears, listing current system data sources. 6. Select Add. The Create New Data Source dialog box appears, listing currently installed drivers. 7. Select Unify DataServer NT ODBC driver. The ODBC Configuration dialog box appears. 8. Fill in the fields for the driver(s) with the information below. 26 Installation and Configuration Guide

27 Configuring Data Sources on Unify DataServer NT Servers Unify DataServer NT ODBC Driver Data Source Name: Enter a name for your data source. This data source name appears in a number of locations, including the client s odbc.ini file, Unify DBIntegrator Control s View Window in the Data Source Name column, and in the Data Sources list in Unify DBIntegrator Admin. We suggest you choose a meaningful name for your data source. Description: This field is optional. Type a description of the data source. This information appears the client s odbc.ini file so you may want the description to be meaningful. Database: Use this field and Browse... button to specify the path to the Unify DataServer database to connect to. 9. Select OK to write your entries to the odbc.ini section of the Registry and return to the System Data Sources dialog box. Select Close to return to the Data Sources dialog box. 10. Select Close to return to Unify DBIntegrator Admin. Select OK in Unify DBIntegrator Admin to display the new data source you just added in the Data Sources list. Any users who have permission to access <All Data Sources> will automatically have permission to access the new data source. For detailed information about working with data sources and data groups, see Chapter 3: Administering Unify DBIntegrator in Using Unify DBIntegrator. Installing Unify DBIntegrator on a Unify DataServer NT Server 27

28 Files Installed on the Unify DataServer NT Server The following files are installed, or created during installation, in the directories indicated: NOTE The <Windows> installation directory name is user-configurable. The Unify DBIntegrator install directory default is c:\program Files\Unify\DBIntegrator. Filename Odbcad32.exe Ccrypto.dll Ctl3d32.dll Dbnmpntw.dll Sqlsrv32.dll Ds16gt.dll Ds32gt.dll Mfc42.dll Msvcrt40.dll Odbc16gt.dll Odbc32.dll Odbc32gt.dll Where Installed <Windows>System32\directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory 28 Installation and Configuration Guide

29 Files Installed on the Unify DataServer NT Server Filename Odbccp32.cpl Odbccp32.dll Odbccr32.dll Odbcinst.hlp Odbcint.dll Ctlres.dll DelsL1.isu Exprres.dll Expres32.dll Oemclt.dll Oemexpr.dll Readme.txt Scrypto.dll Shttp.dll UnifyDBIntegratorAdmin.cnt UnifyDBIntegratorAdmin.exe UnifyDBIntegratorAdmin.hlp UnifyDBIntegratorControl.cnt UnifyDBIntegratorControl.exe Where Installed <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory <Windows>\System32 directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Installing Unify DBIntegrator on a Unify DataServer NT Server 29

30 Filename UnifyDBIntegratorControl.hlp UnifyDBIntegratorManager.exe UnifyDBIntegratorManagerMsg.dll UnifyDBIntegratorManager.mdp UnifyDBIntegratorServices.exe UnifyDBIntegratorServicesMsg.dll Unify Corporation.cer Srcclts Usrgrps Usrs Usrsrcs Grps Clts Where Installed Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Unify DBIntegrator install directory Uninstalling Unify DBIntegrator Before uninstalling Unify DBIntegrator, be sure to close all outstanding client connections. If you do not explicitly close these connections, the uninstall operation will close them automatically. This may adversely affect your data. You should also shut down the Unify DBIntegrator system services using DBIntegrator Control before uninstalling. 30 Installation and Configuration Guide

31 Chapter 2: Installing Unify DBIntegrator Client

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33 Installing Unify DBIntegrator Client There are two methods of installing Unify DBIntegrator Client. Choose the method that is most convenient for you and your users. From disk Users can install the Unify DBIntegrator Client Setup on their own computers or the system administrator can install it for them. Make copies of the Unify DBIntegrator Client Setup disk to distribute to your users or use the same disk for every installation. See Installing Unify DBIntegrator Client from Disk on page 43 for more details. From the network The contents of the Unify DBIntegrator Client Setup can be copied to a network directory accessible to end users. Choose this option to avoid the need to duplicate or control disks. Users can then perform the procedure described in Installing Unify DBIntegrator Client from a Network on page 49. You can download Unify DBIntegrator Client for JDBC on demand to browsers for use by Java applets. For more information, see Using Unify DBIntegrator Client for JDBC (Unify DBIntegratorJDBC.html) which is installed with Unify DBIntegrator Client for JDBC. Customizing Unify DBIntegrator Client Unify DBIntegrator can be installed without any client configuration; you can also customize the Unify DBIntegrator Client installation program before you distribute it to your end-users. By default, the Unify DBIntegrator Client installation is interactive; that is, users install and configure their own software on their own machines, whether from a network location or from disk. You can, however, Installing Unify DBIntrgator Client 33

34 customize the installation to be non-interactive, so users simply run Setup and are not required to provide any further input during installation. NOTE You can customize the Unify DBIntegrator Client installation disks before you make them available to end users. Customizable features include: specifying a non-interactive install; adding Unify DBIntegrator Servers to contact for DSN update; changing the Unify DBIntegrator Manager port number; changing the Unify DBIntegrator Client DSN update period; specifying on Windows 95 or NT clients that data sources be system, not user, data sources. See Configuring the Unify DBIntegrator Client Installation on page 37 for details. Additionally, you can customize the Unify DBIntegrator Client default settings prior to installation so that there will be no interruption to end users after the software is installed. You can change the default installation directory, Unify DBIntegrator Server list, Unify DBIntegrator Manager port number, and DSN update period, among other defaults. For details about customizing Unify DBIntegrator Client, consult Configuring the Unify DBIntegrator Client Installation on page 37. Before You Install Unify DBIntegrator Client Before you distribute the Unify DBIntegrator Client disk(s) to users, we recommend you check that the following system requirements have been met. If you have any problems with your installation, refer to Chapter 4: Troubleshooting. 34 Installation and Configuration Guide

35 NOTE The client and server may not be ready to handle data access until these recommended steps have been taken. This checklist includes suggestions for minimizing disruption to end users. Installing Unify DBIntrgator Client 35

36 Recommended server configuration: Unify DBIntegrator must be installed and running on at least one server. TCP/IP networking option must be installed and running. Configure at least one system data source using Unify DBIntegrator Admin to test with Unify DBIntegrator Client after installation. See Configuring Data Sources on Unify DataServer NT Servers in Installing Unify DBIntegrator on a Unify DataServer NT Server. An application on the server can connect to the DBMS using the configured system data source. Create user groups and data groups. See Chapter 3: Administering Unify DBIntegrator in Using Unify DBIntegrator for details. Grant data source visibility to users or user groups, if you want to change the default settings. By default, all data sources are visible to all users. See Chapter 3: Administering Unify DBIntegrator in Using Unify DBIntegrator for details. Recommended client configuration: TCP/IP networking option must be installed and running. Ensure the default settings are appropriate for your network environment. See Configuring the Unify DBIntegrator Client Installation on page 37 for details. The client can communicate with the server across the network. 36 Installation and Configuration Guide

37 Configuring the Unify DBIntegrator Client Installation After you ve installed Unify DBIntegrator on the server, we suggest you install Unify DBIntegrator Client on one computer to determine if the default settings are appropriate for your environment. Once you have evaluated the default Unify DBIntegrator Client settings, you can change them on the master disk before users install Unify DBIntegrator Client on their computers. By default, Unify DBIntegrator Client is installed with the following network settings. Figure 1: Default custom.ini File To configure Unify DBIntegrator Client before distributing to users: 1. Insert Unify DBIntegrator Client Setup Disk 1 in a floppy drive. Installing Unify DBIntrgator Client 37

38 2. Locate the file custom.ini. 3. Open the file in a text editor such as Notepad. or At the DOS prompt, type edit a:\custom.ini 4. Edit the following settings, as appropriate: Interactive=1 Change this value to 0 to specify a non-interactive installation. Users run setup.exe (from the network or from disk) and are not prompted for user input. IMPORTANT During a non-interactive installation, a file called silent.log is placed into the installation directory on the client machine. This details any errors that occur during the installation. If the installation is successful, silent.log contains the following information: Unify DBIntegrator Client has been successfully installed. If the installation encounters any errors, they are written to silent.log. We recommend you review the file, or have users send you a copy, to determine whether the installation is successful. Default Directory=Unify\Client32 To change the Unify DBIntegrator Client default installation path, edit the default directory setting in this file. Specify the new path and directory for the Unify DBIntegrator Client software on the client machine. SvcPort=1599 When broadcasting a request for data sources, Unify DBIntegrator Client sends a request to all servers on this port number. It must match the Unify DBIntegrator Services port number on the server(s) from which clients receive data source information. 38 Installation and Configuration Guide

39 IMPORTANT We strongly recommend that you do not change this number. SvcEnableBroadcasting=0 Unify DBIntegrator Client can obtain new data sources with the Unify DBIntegrator server in two ways: Communicate with the first available server from a list of Unify DBIntegrator Servers. This list is compiled at the end of installation and whenever a client performs a manual update. If automatic data source updating is enabled, the list is also compiled whenever a client makes a connection to a data source. If the first server is not available, Unify DBIntegrator Client attempts to communicate with the next Unify DBIntegrator Server on the list, and so on, until it connects successfully. If no servers on the list are available, and if broadcasting is enabled(svcenablebroadcasting=1), Unify DBIntegrator Client then broadcasts to all servers. Communicate directly to a single specified Unify DBIntegrator Server to receive information on all Unify DBIntegrator Servers that the target server can communicate with (SvcEnableBroadcasting=0). To direct your client computers messages to a single Unify DBIntegrator Server, leave SvcEnableBroadcasting=0 and specify the TCP/IP address or the host name (specified in the client s hosts file) of the Unify DBIntegrator Server you want to direct requests to in the SvcServer= line (described below). For example, if you added the TCP/IP address to the SvcServer= line in the sample file Default custom.ini File on page 37, data source requests would be directed to the Unify DBIntegrator Server with this address. Installing Unify DBIntrgator Client 39

40 SvcServer= This refers to the Unify DBIntegrator Server you direct Unify DBIntegrator Client data source requests to if you have disabled broadcasting (as described above). TIP If you are connecting to a Unify DBIntegrator Server that is a multihomed host (i.e. it has more than one network interface), specify the IP address of the network interface you want your clients to connect through. You can do this in Unify DBIntegrator Control. In this line, specify the TCP/IP address or the host name (specified in the client s hosts file) of the Unify DBIntegrator Server you want to direct requests to. For example, if you added the TCP/IP address to the SvcServer= line in the sample file Default custom.ini File on page 37, data source requests would be directed to the Unify DBIntegrator Server with this address. SvcClntTimeOut=10 This refers to the number of seconds Unify DBIntegrator Client will wait for a server to respond to a broadcast message (or a direct-to-server message) before reporting an error. You can enter any value between 1 and 999 seconds. SvcSystemDSN=0 By default, Unify DBIntegrator Client runs under a user account. This means that data source information on Windows 95 and Windows NT clients is stored under the user s account and is accessible only to that user. Data source information is visible to whoever has logged on to the machine and updated data sources. However, you may want to use Unify DBIntegrator Client and Unify DBIntegrator with applications such as Information Server (web server software) that run under a system account to access 40 Installation and Configuration Guide

41 data in remote databases. In this case, the software will only look for data source information in the system account. You can change the default setting so that data source information is stored under the system account and will be available to your web server application. Edit the SvcSystemDSN=0 value to 1 to make this change. SvcDirect=0 This setting tells the client to communicate with a single specified server to get data source updates. The target server is specified in the SvcServer entry. To use a single server for data source updates, change this entry to 1. To use the server list, leave this entry at the default 0. For more information, see SvcServer= on page 40. UpdateAlways=1 Set this to 1 if you want the client to refresh its list of data sources at every connection. If it is set to 0, the client will only update at the interval defined in UpdateEveryXHourSec. SvcSrvPort=1583 The Unify DBIntegrator Manager port setting on the Unify DBIntegrator Client disk must match the Unify DBIntegrator Manager port on the server(s) from which clients receive data source information. To change this number, enter an unassigned port number that matches the Unify DBIntegrator Server(s) you want this client to receive data source information from. NOTE We strongly recommend that you do not change the SvcSrvPort number. It is registered for Unify DBIntegrator Manager s exclusive use with the Information Sciences Institute. Installing Unify DBIntrgator Client 41

42 UpdateEveryXHourSec=3600 The frequency of data source updates is controlled by this setting. Change it to set the number of seconds between updates. ClientHTTPPorts=80 Firewall tunneling is enabled if the port on which the client is trying to connect matches any of the ports in this setting. Normally, the HTTP port on a firewall is port 80. If there are additional ports, or if port 80 is not the HTTP port on your firewall, then you must change this setting. ClientInitPro=chttp.dll Initial protocols are loaded according to this setting. Alter this list to affect which protocols are enabled at startup time. Firewall tunneling is enabled by default. ServerList= If SvcDirect is 0, Unify DBIntegrator Client obtains data sources from a list of servers compiled at the end of installation and whenever a manual update is performed. For more information, see SvcEnableBroadcasting=0 on page 39. EnableAutoUpdate=0 The EnableAutoUpdate setting determines the manner of server list updates. If set to 1, updates are performed automatically. Setting this flag to 0 infers manual updates by the user. KeepAlivePeriod=30 In order to keep TCP/IP connections alive through firewalls, Unify DBIntegrator Client periodically sends a meaningless packet to the server. This period is defined, in seconds, by the KeepAlivePeriod setting. 5. Save your changes and close the custom.ini file. Unify DBIntegrator Client is now installed with the new default settings you have supplied. 42 Installation and Configuration Guide

43 TIP See Chapter 4: Using Unify DBIntegrator Client in Using Unify DBIntegrator for information about changing these settings after Unify DBIntegrator Client has been installed. Installing Unify DBIntegrator Client from Disk To install Unify DBIntegrator Client from disk, perform the following steps: 1. (Optional) Ensure that you have made any changes to the default settings prior to distributing the Unify DBIntegrator Client disks. See Configuring the Unify DBIntegrator Client Installation on page 37 for details. 2. Close all ODBC applications. TIP If you have the Microsoft Office toolbar displayed, you have an open ODBC application. We recommend that you close it before you proceed with your installation. 3. Insert the appropriate Unify DBIntegrator Client Setup disk for your operating system in your floppy drive. 4. Run Setup. Windows 95/98, Windows NT Select the Start button in your toolbar. Select Run. 2. In the Command Line box, type a:\setup, substituting the appropriate drive letter if you are not using drive a. Select OK. Installing Unify DBIntrgator Client 43

44 The following dialog box appears 3. We strongly recommend that you close any active applications now. Once you have done so, select Next to proceed with Setup. The following dialog box appears. The preset installation directory is Unify DBIntegrator\Client32. The dialog box also shows the required and available space on the preset installation drive. If you do not want to change the installation directory, skip to step Installation and Configuration Guide

45 4. The default installation drive is the drive on which Windows is installed. If you want to change the installation drive, select Disk Space to view space on a different drive. 5. Select the new drive from the drop-down list of available drives to check the disk space available. Select OK when you have chosen a suitable installation drive. 6. To change the installation directory, select Browse.. 7. In the Path text box, type the drive and directory where you want to install Unify DBIntegrator Client. You can type any pathname you want. or Select a directory from the Directories list and a drive from the Drive drop-down list. 8. Select OK. The new path is displayed in the Select Installation Directory dialog box. 9. Select Next. The following dialog box appears. Installing Unify DBIntrgator Client 45

46 To change the Program Folder name, type the new name in the Program Folder text box or select a different folder from the drop-down list. 10. Select Next. The following dialog box appears 11. Review the selections you have made. If you want to make any changes, select Back to return to the dialog box which contains the settings you want to change. Make the changes, then select Next to return to this dialog box. 12. Select Install. A progress meter and dialog box will appear on your screen to advise you of the progress of the installation. When all the files have been copied to your installation directory, Setup checks for the following system prerequisites: TCP/IP Unify DBIntegrator is installed and running on at least one server. A Unify DBIntegrator data source is configured on the server. Setup tries to connect to Unify DBIntegrator. If it cannot, it still completes the install but does not update data sources. 46 Installation and Configuration Guide

47 If Setup successfully locates all the system requirements, the installation is complete. Unify DBIntegrator Client is now ready to use! The following dialog box appears NOTE If you receive any messages advising you of problems, consult Installing Unify DBIntegrator on a Unify DataServer NT Server on page 64 in Chapter 4: Troubleshooting at the end of this manual. 13. Select Finish to exit Setup. A Unify DBIntegrator Client for Windows 95/98 or Windows NT folder containing a Unify DBIntegrator Client help and the Update Data Sources icon will be created under Programs in your Start menu. TIP To uninstall Unify DBIntegrator Client on Windows 95 or Windows NT 4.0, use the Add/Remove Programs utility, available in your Control Panel. Installing Unify DBIntrgator Client 47

48 14. If you had any applications open when you installed Unify DBIntegrator Client, you may need to restart your computer before you use Unify DBIntegrator Client. Select Yes to automatically restart your computer. Select No to do so at a later time. For detailed information about working with Unify DBIntegrator Client, see Chapter 4: Using Unify DBIntegrator Client in Using Unify DBIntegrator. 48 Installation and Configuration Guide

49 Installing Unify DBIntegrator Client from a Network To install Unify DBIntegrator Client from a network, perform the following steps: 1. (Optional) Ensure that you have made any changes to the default settings prior to distributing the Unify DBIntegrator Client disks. See Configuring the Unify DBIntegrator Client Installation on page 37 for details. 2. Copy the contents of the appropriate Unify DBIntegrator Client Setup disk(s) to a single network directory. 3. Advise users to close all ODBC applications on their computers before they install Unify DBIntegrator Client. TIP Advise users to check whether the Microsoft Office toolbar is displayed. We recommend that they close it before they proceed with the installation. 4. Instruct users to run Setup. Select the Start button in the toolbar. Select Run. 5. In the Command Line box, type [drive]:\[path]setup, substituting the appropriate drive letter and directory path. Select OK. The installation will proceed in the same manner as the installation from disk. Installing Unify DBIntrgator Client 49

50 Files Installed on the Client On Windows 95/98 clients, certain files are copied to the <Windows>\System directory (see the table, below). On Windows NT clients, these same files are copied to the <Windows>\System32 directory. Filename Ctl3d32.dll Ccyrpto.dll Chttp.dll Clntres.dll Ds16gt.dll Ds32gt.dll Mfc42.dll Msvcrt40.dll Odbcad32.exe Odbc16gt.dll Odbc32.dll Odbc32gt.dll Odbccl32.cpl Odbccp32.dll Odbccr32.dll Odbcinst.hlp Odbcint.dll Oemclnt.dll Where installed <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory 50 Installation and Configuration Guide

51 Filename Udbclt32.cfg Udbclt32.cnt Udbclt32.dll Udbclt32.hlp DeisL1.isu Oemscucr.dll Scucrres.dll Udbutl32.exe Udbref32.exe Udbutl32.cnt Udbutl32.hlp Where installed <Windows>\System directory <Windows>\System directory <Windows>\System directory <Windows>\System directory Unify DBIntegrator Client Installation directory Unify DBIntegrator Client Installation directory Unify DBIntegrator Client Installation directory Unify DBIntegrator Client Installation directory Unify DBIntegrator Client Installation directory Unify DBIntegrator Client Installation directory Unify DBIntegrator Client Installation directory Installing Unify DBIntrgator Client 51

52 52 Installation and Configuration Guide

53 Chapter 3: Configuring Data Sources

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55 Configuring Data Sources Use the ODBC Administrator to configure data sources for your Unify DataServer NT ODBC driver. This chapter outlines the information required to configure data sources for these drivers. NOTE The ODBC Administrator, for maintaining ODBC data sources and drivers, is located in the Control Panel. Configuring a Data Source 1. On the client machine, double-click the ODBC icon in the Control Panel to open the Data Sources dialog box. The following screen will appear. NOTE You have the additional option of adding data sources as system or user data sources. System data sources (System DSNs) can be accessed by all user accounts running under NT, unlike a user data source which can only be accessed by the account that created the data source. Configuring Data Sources 55

56 2. Add a data source To add a data source as a system data source, click the System DSN...tab on the Data Sources screen. The System Data Sources dialog box will appear. Click the Add... button. To add a data source as a user data source, make sure the User DSN tab is selected and click the Add... button in the Data Sources screen. Go to step 3. The following screen will appear. 3. Select the Unify DataServer NT ODBC driver from the Installed ODBC Drivers list. 4. Click OK. The driver Configuration dialog box will appear. Fill in the fields as required. Details about driver-specific information is presented below. 5. Fill in the fields for the Unify DataServer NT ODBC driver in the appropriate ODBC Configuration dialog box. 56 Installation and Configuration Guide

57 Data Source Name: Enter a name for your data source. For future reference, choose a unique and meaningful name for your data source. Description: This field is optional. Type a description of the data source. Database: Use this field and the Browse... button to specify the path to the Unify DataServer database to connect to. Configuring Data Sources 57

58 58 Installation and Configuration Guide

59 Chapter 4: Troubleshooting

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61 Troubleshooting Troubleshooting is designed to help if you encounter problems installing Unify DBIntegrator Client on client computers or Unify DBIntegrator on the server. For information about general problems you may have using Unify DBIntegrator, see Chapter 5: Troubleshooting in Using Unify DBIntegrator. If you still can t solve your problem with the suggestions in this chapter, please contact Unify Technical Support. See Contacting Unify Corporation in Before You Begin for details. We welcome your questions and comments! Troubleshooting 61