ASG-MyInfoAssist Release Notes

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1 ASG-MyInfoAssist Release Notes Version October 17, 2012 AMI This publication provides installation instructions for ASG-MyInfoAssist (herein called MyInfoAssist) and information on how to get started using the product. This publication also refers to these ASG products: ASG-metaGlossary (herein called metaglossary) ASG-Rochade (herein called Rochade) ASG-Rochade Browser (herein called Rochade Browser) ASG-Rochade Information Retrieval (herein called Info Retrieval) ISP Updates and Service Packs ASG encourages you to visit the Intelligent Support Portal (ISP): The ISP allows you to verify whether any product or documentation revisions, new maintenance, or service packs apply to this product release. Product Information MyInfoAssist ensures the effective management of your organization s business metadata by delivering metadata context to end users in a fast and easy manner. The product provides instant access to business terms defined in metaglossary. Copyright 2012 ASG GmbH & Co. KG, a wholly owned subsidiary of Allen Systems Group, Inc. All rights reserved. All names and products contained herein are the trademarks or registered trademarks of their respective holders. 1

2 Enhancements and Changes Version These changes have been made to MyInfoAssist in Version : Support for Info Retrieval has been added. Info Retrieval receives the requests for business term information from a metaglossary environment and processes them in a highly efficient manner. It replaces the metaglossary REST API as MyInfoAssist s gateway to Rochade. The display of business terms now includes information about the entities for which the term provides the definition. MyInfoAssist now obtains all attributes of a business term from Rochade (including non-standard attributes). Style sheets have been added that enable you to modify the display of the business term information (e.g., include non-standard attributes). In addition to opening business terms in metaglossary directly from the MyInfoAssist user interface, you now also can open them in Rochade Browser. Support for single sign-on (SSO) and role-based access to business term information has been added. MyInfoAssist now uses WordCaptureX Plus, which supports capturing text from additional sources (e.g., images, Adobe Flash, Microsoft Visual FoxPro, etc.). Corrections and Fixes Version Version This error has been corrected in MyInfoAssist : In some cases, cached connections could remain in the connection pool even if they were no longer required. MyInfoAssist now uses the improved and more robust connection pool of Info Retrieval, which resolves this issue. These errors were corrected in MyInfoAssist : Searching for business terms that contained special characters, in some cases, could cause an exception. Specifying port numbers for an application server with more than four digits was not possible. MyInfoAssist, in some cases, sent more requests to the metaglossary REST API than required.

3 System Requirements ASG provides information about system recommendations and supported environments for all Rochade components in its ISP under Click the upper left hyperlink ASG-Rochade Product Groups to see the corresponding files (i.e., Rochade Ecosystem and Rochade Supported Environments). Supported Operating Systems MyInfoAssist supports these operating systems: Microsoft Windows 7 (32- and 64-bit versions) Microsoft Windows Vista (32- and 64-bit versions) Microsoft Windows XP Hardware Requirements ASG recommends these system resources for MyInfoAssist: Microsoft Windows 7 and Vista: 512 MB RAM Microsoft Windows XP: 64 MB RAM Software Requirements MyInfoAssist requires these software components: Info Retrieval metaglossary or later Microsoft.NET Framework 2.0 SP1 Rochade Browser Installation Information This section provides information about installing MyInfoAssist. Specifying Microsoft Windows HTTP Services Proxy Settings If you direct HTTP requests to a proxy server, you must specify the correct Windows HTTP Services (WinHTTP) proxy settings for MyInfoAssist to communicate with Info Retrieval. Under Microsoft Windows 7 (and Vista), you can specify default proxy settings for your computer using the Microsoft Network Shell (netsh) command-line utility. 3

4 To specify default WinHTTP proxy settings under Windows 7 1 Open the command prompt with administrative privileges. 2 Navigate to the system subdirectory of the Windows installation directory (e.g., C:\Windows\SysWOW64), and enter this command: netsh WinHTTP show proxy The current WinHTTP proxy settings for your computer are displayed: 3 If the displayed settings are not correct, use the netsh utility to specify the correct proxy settings. For example, to use the current Microsoft Internet Explorer proxy settings as your default WinHTTP proxy settings, enter this command: netsh WinHTTP import proxy ie For more information on the available netsh commands for configuring WinHTTP proxy settings, enter this command: netsh WinHTTP /? Under Microsoft Windows XP, you can specify default proxy settings for your computer using the WinHTTP Default Proxy Configuration Tool (proxycfg). To specify default WinHTTP proxy settings under Windows XP 1 Open the command prompt. 2 Navigate to the system subdirectory of the Windows installation directory (e.g., C:\WINDOWS\system32), and enter this command: proxycfg 4

5 The current WinHTTP proxy settings for your computer are displayed: 3 If the displayed settings are not correct, use the proxycfg tool to specify the correct proxy settings. For example, to use the current Microsoft Internet Explorer proxy settings as your default WinHTTP proxy settings, enter this command: proxycfg -u For more information on how to use the WinHTTP proxy configuration tool, enter this command: proxycfg /? Installing MyInfoAssist This section describes how to install MyInfoAssist. The MyInfoAssist setup is provided as a Windows Installer (MSI) package. For detailed information on Windows Installer, see To install MyInfoAssist 1 Double-click the myinfoassist.msi file (i.e., the MyInfoAssist Windows Installer package) to start the MyInfoAssist setup. Or If you want to specify additional parameters for the setup, open the command prompt, and enter this command: msiexec.exe type setup_file [PROPERTY_FILE=settings_file] where: type is the installation type (e.g., /i installs MyInfoAssist, /a makes the installation package available on a network share, etc.). NOTE: The advertising option (/j) of Windows Installer is not supported. 5

6 setup_file is the path to the myinfoassist.msi file. settings_file is the path to a registry file that contains default settings for MyInfoAssist (see Specifying Default Settings on page 8). For example: msiexec.exe /i C:\myinfoassist.msi PROPERTY_FILE=C:\CustomerSettings.reg The Welcome page of the ASG-MyInfoAssist - InstallShield Wizard opens: 2 Click Next to proceed. The License Agreement page displays: 6

7 3 Click I accept the terms in the license agreement, then click Next. The Destination Folder page displays: 4 Click Change to specify the directory in which you want to install MyInfoAssist, then click Next. The Ready to Install the Program page displays: 5 Click Install to start the installation. If User Account Control is enabled on your computer, the User Account Control dialog opens. Click Yes to confirm the installation. 7

8 When the installation has finished, this page displays: 6 Optional. Select the Show the Windows Installer log check box if you want to display a detailed log of the installation process. 7 Click Finish to close the dialog. If you selected the Show the Windows Installer log check box, the log is displayed. Specifying Default Settings The installation includes a CustomerSettingsTemplate.reg file that contains default settings for MyInfoAssist. This is an example of the file: Windows Registry Editor Version 5.00 [HKEY_LOCAL_MACHINE\Software\ASG\MyInfoAssist] "DefaultGlossaries"="your_glossary_1;your_glossary_2" "Definitions"="Rochade" "MaxHits"="20" [HKEY_LOCAL_MACHINE\Software\ASG\MyInfoAssist\Definitions] [HKEY_LOCAL_MACHINE\Software\ASG\MyInfoAssist\Definitions\Rochade] "DefinitionName"="Rochade" "ServerHost"="your_application_server_host_name" "ServerPort"="your_application_server_port_number" "ServerApplication"="Info_Retrieval" "UseDefaultPort"="False" "UseHTTPS"="False" "UseProxy"="False" "ProxyHost"="your_proxy_server_host_name" "ProxyPort"="your_proxy_server_port_number" "ConfigurationFile"=".\\DefinitionLookup - Glossary.xml" "TransformationFile"=".\\MyInfoAssist - common.xslt" 8

9 To specify default settings for MyInfoAssist 1 Open the CustomerSettingsTemplate.reg file for editing. 2 Replace the sample values with appropriate values for your environment. These are the available settings: Setting DefaultGlossaries Definitions MaxHits DefinitionName Description Specifies the glossaries in which MyInfoAssist should search for business terms. Specifies the name of the connection definition that you want to use as the active connection. Specifies the maximum number of search results that MyInfoAssist displays. The default is 15. Specifies the name of the connection definition. ServerHost ServerPort NOTE: To set a definition as active, enter its DefinitionName in the Definitions setting of the MyInfoAssist key. Specifies the host name or IP address of the application server on which Info Retrieval runs. Specifies the port number of the application server. UseDefaultPort Specifies whether the default port is to be used (i.e., 8080). UseHTTPS UseProxy ServerHost ServerPort ConfigurationFile TransformationFile Specifies whether a secure and encrypted connection should be established to the application server. Specifies whether a proxy server is to be used. Specifies the host name or IP address of the proxy server. Specifies the port number of the proxy server. Specifies the file that defines the lookup queries. Specifies the file that defines the XSL transformations. NOTE: You can specify additional connection definitions in the registry file by creating corresponding subkeys of the Definitions key. For example: HKEY_LOCAL_MACHINE\SOFTWARE\ASG\MyInfoAssist\Definitions\MyConnection The additional connection definitions can have the same settings as the sample definition in the template (i.e., the Rochade subkey). 3 Save the modified file under a new name (e.g., CustomerSettings.reg). For information on how to use the registry file to apply the settings during installation, see To install MyInfoAssist on page 5. After you have installed MyInfoAssist, you can change the settings using the MyInfoAssist control panel. For details, see the ASG-MyInfoAssist User s Guide. 9

10 Group Policy Deployment You also can deploy MyInfoAssist using Group Policy. The deployment, however, does not support the command line parameters of Windows Installer. Therefore, if you want to specify default settings for MyInfoAssist, you must edit the myinfoassist.msi file. The Orca database editor, which is part of the Microsoft SDK for Windows 7 and.net Framework 3.5 SP1, enables you to edit Windows Installer packages. To specify default settings for MyInfoAssist within the myinfoassist.msi file NOTES: The myinfoassist.msi file and the registry file containing the default settings must be available to each system to which you want to deploy the product. If you place the files on a network share, you must make sure that client systems have permission to access the network share. If you modify the myinfoassist.msi file, its digital signature will be lost. 1 Open the myinfoassist.msi file in the Orca database editor. 2 Select the Property entry from the Tables list. 3 In the table of properties, search for the PROPERTY_FILE entry, then double-click the entry in the Value column to edit it: 4 Specify the full path to the registry file that contains the default settings and press Enter. 5 Save the myinfoassist.msi file. 10

11 Uninstalling MyInfoAssist To uninstall MyInfoAssist Use the Windows uninstall feature to uninstall the program. Or Open the command prompt, and enter this command: msiexec.exe /x setup_program where setup_program is the full path to the MyInfoAssist setup program. For example: msiexec.exe /x C:\myinfoassist.msi Getting Started For information on how to get started with MyInfoAssist, see the ASG-MyInfoAssist User s Guide. 11

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