ETK Installation and Configuration Manual

Transcription

1 BMW GROUP ETK Installation and Configuration Manual English Version

2 1 System Requirements General Operating system compatibility: Local (standalone) version Client/Server Version Terminalserver ISIS version (until end of 2014) Hardware requirements Local (standalone) version Client/Server Version ISIS version Installation of the ETK - the various versions Installation of the standalone version Requirements Installation procedure Starting the ETK Removing the ETK Update Server Installation Requirements Java Installation Installation procedure Sharing of Company Directory and opening the Tomcat-Port Windows Server Windows Server 2008 R Windows Server Linux Starting ETK Admin on server Removing the ETK Server Update Client installation Requirements Installation procedure Starting the ETK Removing the ETK Update ISIS Installation ISIS Server installation Installation of the ETK ISIS Client Configuration Communication to BMW AG Connecting the central research / central equipment server / ASAP functions Extended system requirements Step 1 Basic settings in ASAP (Aftersales Assistance Portal) Step 2 Basic Settings in ETK Admin (Admintool) Settings Central search versus Local search Settings Determine options via central database Settings ASAP functions Troubleshooting Support...64 BMW Group

3 Foreword This technical manual is designed as a supplementary document to the help and training information for the ETK. The manual is intended mainly for all persons who have to install, configure or administer the ETK. The contents of this document are consequently the technical system requirements, detailed descriptions of the procedures for the various types of installation and instructions on how to customize the installation to individual needs. BMW Group

4 1 System Requirements General 1.1 Operating system compatibility: Local (standalone) version Windows XP (minimum SP2) Windows 7 Professional & Enterprise Windows 7 Professional 64 Bit Windows Client/Server Version Server: Windows Server 2003 Windows Server 2008 R2 (64bit) Windows Server bit Linux minimum SLES 9 Client: Windows XP (min. SP2) Windows 7 Professional & Enterprise Windows 7 Professional 64 Bit Terminalserver Terminal Server Windows 2003 Windows 2008 R2 Standard Terminal Server ISIS version (until end of 2014) Server: The ETK is installed on a Virtual Instance, based on a Windows Server 2003 operating system. Client: Windows XP (min. SP2) Windows 7 Professional & Enterprise Windows 7 Professional 64 Bit 1.2 Hardware requirements Local (standalone) version Processor: 1 GHz or faster 32-bit (x86) RAM (Random Access Memory) 1 GB RAM Hard disk: 6 GB Client/Server Version Server - requirements: Processor: Number of users < 10: 2-GHz-Processor or faster 32 Bit (x86) Number of users > 10: 2 GHz or faster; recommended: Multi Core Processor RAM (Random Access Memory): Number of users < 10: 256 MB free RAM Number of users > 10: 512 MB free RAM Hard disk space: 6 GB free hard disk space for 10 users per company To ensure a powerful and safe use of the ETK in your daily operations, you should avoid connecting more then 50 users at the same time per server session. BMW Group

5 Client requirements: Processor: 1-GHz-Processor or faster 32 Bit (x86) RAM (Random Access Memory): 1 GB RAM Hard Disk: 50 MB ISIS version Server: Is determined by ISIS hardware. Client: Processor: 1-GHz-Processor or faster 32 Bit (x86) RAM (Random Access Memory): 256MB RAM Hard Disk: 200 MB 2 Installation of the ETK - the various versions You can choose between three ETK versions: Local (standalone) version: All the programs and files required for using the ETK are copied to your computer here. Therefore, no additional computer is required to use the ETK. Client/server version: This version consists of two parts, the server part that is installed on a server and the client part that is installed on the computers of the end users (client computers). The client computers have to be connected via a network to the server. ISIS version The ISIS version is generally a Client/Server Installation. The difference is the hardware and a different installation routine. When starting the ETK for the first time after installation, please note that it can be started and configured by logging in using the user-id "admin" together with the password "admin". Please note that the password for this user-id should then be changed for security reasons. 2.1 Installation of the standalone version Requirements The requirements specified under the item "System Requirements - General" for the installation of the "Local (standalone) version" must be fulfilled Installation procedure Insert the DVD into the DVD-drive. On the DVD, start the program setup.exe. In Windows 7 the user account control may asks you to allow the setup make changes to your computer. Please confirm the dialog with Yes BMW Group

6 The program asks you to select the language in which the installation is to be carried out. To close the welcome dialog screen, click "Next". Please select the directory to which the ETK is to be installed. If you want to modify the proposed directory, use "Browse" to do so. To close the dialog box, click on "Next". BMW Group

7 In the next dialog box you can specify the program folder in which the ETK will appear in the Start Menu. Continue the installation with "Next". In the next dialog box you can review the already defined settings. If you want to change any settings, click "Back". To continue the installation, click the function button "Next". Up to this point the installation can be easily cancelled. From the next step on, you should avoid cancelling the installation so as to ensure that no incompletely installed version of the ETK remains on your computer. BMW Group

8 After you click "Next" the required files are copied to the destination directory, this can take a few minutes. With the standalone installation the ETK also consists of a client and a server component. This division will only be visible to you at the point that now follows: the client and server require a free port in order to be able to communicate. The installation program automatically recommends a free port. You should only change this pre-setting if you are familiar with changing your computer's port assignments and know that the recommended port is free but required by a different program that is inactive during the specification of the port. In this case, please modify the recommended port assignments with other free ports. BMW Group

9 In the following dialog box you can configure the ETK interfaces. If you use a DMS or a VinSpec server, please use the corresponding fields to enter the URLs under which these can be accessed. If you want to use the US interface, please select the corresponding check box. The standard path and the file name for the interface are entered as default in the text box below the check box. You can change this default if the interface file on your computer is located in a different directory. BMW Group

10 Please select your market and confirm the selection with "OK". If you have the rights for the Rolls-Royce brand please check the checkbox and confirm your selection with OK. In the next step enter the required password. If you leave the checkbox unchecked and click ok you will skip this step. Now please select whether you want to read in saved data: Importing already saved ETK user data: If you had already installed this ETK sometime and had backed up data, these data will be migrated for the installation of the ETK. No data migration: If you have no data backup from an ETK installation or if you do not want any such backup data to be migrated, please select this entry. BMW Group

11 In the first two cases you will be asked to specify the located of the backup data. You can skip the migration of the data, if e.g. no backed up data can be found. Click "OK" to start the migration of the data. Please enter the name of your Company and the Associate ID (you can enter the Dealer Number here). Save and continue by clicking "OK. If there is a connection to a dealer system (DMS) and this has been activated via an URL in the "Properties" dialog box, the configuration data will be imported from the DMS in this step. A message is now displayed informing you that the initial filling of the data has been completed successfully. Please confirm with "Exit" BMW Group

12 The publication data will then be loaded. For this, you will be asked to specify your DVD drive. In the "Select CD-ROM drive" mask, select the drive in which the ETK installation DVD is inserted. Note: A "Daten" folder must be visible in the selected drive. Confirm the selection with "OK" After you click "OK" the publication data are imported, this may take several minutes. Click "OK" to confirm the message that the publication data have been imported. To complete the installation, click "OK". BMW Group

13 2.1.3 Starting the ETK On your computer's desktop you will now find three icons, and. The ETK can now be started via the desktop icon "ETK (local)" and/or via the corresponding start-menu entry. The Integrated Parts and Accessories Catalogue can be started by ETK Accessories (Local).The Administration Tool for carrying out administrative tasks can be started via the icon "ETK Admin" and/or via the corresponding start-menu entry Removing the ETK To remove the ETK, two alternative are available: Start Setup.exe on the DVD and follow the steps in the dialog box. If you do not have the installation CDs to hand, you can use the Windows function "Start Control Panel Software Add/Remove Programs" as an alternative. In the list shown, select the entry "ETK (local)" and start the remove process with "Remove". In the dialog box "ETK (Lokal) Setup" that now appears select the entry "Remove" and continue to remove the program with "Next". Please check whether the desktop icons "ETK (Lokal)", ETK Accessories (Local) and "ETK Admin" have been properly removed Update If the ETK software is running, please quit the program before carrying out the update. To update the ETK (for example, if you have received a new program version of the ETK with DVD, or if you want to change the interface configuration of the ETK), please start Setup.exe on the DVD and select the entry "Modify" or "Repair" in the "ETK (Lokal) Setup" mask (both entries have the same effect). Note: If you have inserted a DVD with an older version than the currently installed version, a warning message will be displayed. If the procedure is OK, you can continue the update at this point or, if you are unsure, cancel it. If you chose to continue you will again be asked to specify the interface parameters and can modify these. The publication data stored on the DVD will then be read in (note, it may also be that the data read in is older than the data already installed). If you do not want to read in the publication BMW Group

14 data, because for example you only wanted to change the interface settings, you can cancel the update at this point. 2.2 Server Installation Requirements Prior to the start of the installation, the following requirements have to be met The software JAVA JDK (SDK) must be installed Java Installation For Windows Server installations you will find a supplied version on the ETK-DVD under./jdk. o Execute jdk-7u9-windows-i586.exe o If you want to install the ETK on Windows Server 2008, you may be prompted from the User Account Control to confirm the execution of the JDK Setup. Please confirm the dialog with Continue. o In the following dialog the Java Setup embraces you with a Welcome dialog. Click on Next o Choose now which components you want to install. The following components don t need to be installed: 1. Source Code 2. Java DB BMW Group

15 o Now you can choose the destination location for the Java Runtime Environment o Confirm the last dialog with Close If you want to install Java JDK under LINUX from the ETK DVD, you will have to note the following: BMW Group

16 o On ETK-DVD, the file jdk-7u9-linux-i586.rpm is located in./jdk. Please start this by specifying the full path (not locally in /jdk, as the free-space check otherwise always reports an error), therefore, e.g., enter cd / /media/cdrom/jdk/linux/ jdk-7u9-linux-i586.rpm o After this start the file jdk-7u9-linux-i586.rpm is located in /. o o o Then install with rpm -i jdk-7u9-linux-i586.rpm Under LINUX the environment variable $JAVA_HOME must be set to the location of the installation of the JDK (e.g. /usr/java/j2sdk1.7.0_09) and the $PATH-Variable must contain an entry on the "bin-directory" of the JDK (e.g., /usr/java/j2sdk1.7.0_09/bin). The steps of the JAVA JDK installation procedure have to be fully carried out and completed successfully. The requirements specified under the item "System Requirements - General for the installation of the "Client/Server Version Server Requirements" must be fulfilled Installation procedure Insert the DVD into the DVD-ROM drive. For... WINDOWS: start install_server.exe LINUX: start install_server.sh Under Windows Server 2008 you may be prompted to confirm the execution of the setup. Please confirm the dialog with Allow I trust this program. I know where it s from or I ve used it before. First of all, the Setup requests the path to your JDK. Please choose the appropriate Path and confirm the dialog with OK. Note: If the setup can t find a proper JDK version the dialog won t close. If you do not know where the JDK is located, you can use your File Explorer to search for the file javac.exe. You then have to specify a higher directory (which then also contains bin\javac.exe). BMW Group

17 Select the language in which the following installation is to be carried out and confirm selection with "OK". To close the welcome screen, click "OK". BMW Group

18 In the bottom of the next dialog box, select the installation directory to which the ETK is to be installed, or enter the path yourself in the upper text box. Note: The specified directory should not yet exist or, if it does exist, should not contain files or be hidden. The directory name should contain no space characters. To close the dialog box, click "OK". As default, the "Tomcat" Web server is installed with the ETK. In the next dialog box you have the following alternatives: If you want to install the default Web server, confirm the unmodified dialog box "Application Server" with "OK". If you want to run the ETK with a different Web server, clear the check box beside "Install Tomcat". Note: If Tomcat is not installed, only a file with the name javaserver.war is created in the "..\javaserver" directory; you then have to deploy this file as described in your individual Web server instructions (in order to get the Web server up and running). BMW Group

19 The required programs are now copied to your computer. This may take several minutes. Tomcat requires a free port under which the ETK is made accessible to the clients. The installation program automatically recommends a free port. You can then choose between the following two alternatives: Accept the port assignments without changes by clicking "OK" and continue with the installation. Change the proposed port assignments and continue the installation with "OK". Note: You should only change this default setting if you are familiar with your computer's port assignments and know that, although the recommended port is currently free, a different (presently inactive) program uses the port. In this case, please modify the recommended port assignments with other free ports of your choice. BMW Group

20 Note regarding LINUX installation: Under LINUX the to-be-installed transbase database also requires free ports. To change the values of the port see the explanation of the "Port Selection" mask for the Tomcat Web server. The address (URL) under which the client accesses the ETK server must contain the IP address and/or the name of the computer on which you are carrying out the installation of the ETK server. The installation determines the computer name and automatically reads it into the next dialog box. If necessary, please correct the computer name entered in this dialog box. To confirm the dialog box, click "OK". The specified server name is entered in the following "Properties" dialog box in the server URL. Do not change the URL. Note: Press "Back" to return to the dialog box if you want to enter the server name again. If you use a DMS and/or a VinSpec server, please use the corresponding fields to enter the URLs under which these can be accessed. Then confirm the settings in the "Properties" mask with "OK". BMW Group

21 The next dialog box shows the automatic procedure of the following installation steps. Note: Close the dialog box "Command is being executed" with "OK, only when the subsequent message "Please click OK to continue the installation" is displayed in the central text box. To subsequently install the publication data, please select your market and click "OK" to confirm the "Market Selection" screen. BMW Group

22 If you have the rights for the Rolls-Royce brand please check the checkbox and confirm your selection with OK. In the next step enter the required password. If you leave the checkbox unchecked and click OK you will skip this step. Now please select whether you want to migrate the saved data: Importing already saved ETK user data: If you had already installed this ETK sometime and had saved data, these data will be migrated for the installation of the ETK. No data migration: If you have no data backup from a Group ETK or ETK installation or if you do not want any such backup data to be migrated, please select this entry. In the first case you will be asked to specify the directory containing the backup data. You can skip the migration of the data, if e.g. no backed up data can be found. Click "OK" to start the migration of the selected data and close the "Installation type" dialog box. Please enter the name of your Company and the Associate ID (you can enter the Dealer Number here). Save and continue by clicking "OK. BMW Group

23 If there is a connection to a dealer system (DMS) and this has been activated via an URL in the "Properties dialogue, the configuration data will be imported from the DMS in this step. A message is now displayed informing you that the initial filling of the data and the migration of the old data has been completed successfully. Click "Exit" to close the "End of procedure" screen. In the dialog box "Manage Companies", it is now necessary to specify the installation and program directories for the later client installation and client use. To specify these directories, proceed as follows: To specify the directory for the default company, press "Edit" and edit the "Company directory" (mandatory input) box or select it from by "Selecting" a folder. To save your entry, please click "Save". BMW Group

24 You can still create additional companies. Note: For each additional company you have to create its own separate "Company folder". You must also make certain that only one company is assigned to each folder. You can use the program "Admintool Administration Manage Companies.." to make changes to the existing companies and their company folders or create new companies and their company folders (see also Starting Admintool) To end the "Manage Companies" dialog box, click "Continue". The publication data will then be loaded. For this, you will be asked to specify your DVD-ROM drive. In the "Select CD-ROM drive" mask, select the drive in which the ETK DVD is inserted. Note: A "Daten" folder must be visible in the selected drive. Confirm the selection with "OK" After you click "OK" the publication data are imported, this can take a few minutes. BMW Group

25 Click "OK" to confirm the message that the publication data have been imported. To complete the installation, click "OK" Sharing of Company Directory and opening the Tomcat-Port In Windows the Company Directory has to be shared on the Server. For this purpose the File and Printer Sharing has to be enabled and then the Directory has to be shared in Explorer. In addition the Tomcat-Port (Application-Port) has to be opened in the Windows-Firewall. If you've forgotten the port, you can see the install.log file. The install.log can be found in the ETK-Server root directory. Another way to find out the Tomcat-Port is like the following: On the ETK-Server change with the Explorer to the Company Directory (in this case: c:\etkclient) and change there to: classes. There is a javaclient.properties. Please open this file with an Editor. There you can find in Line 7 a server.url. This URL contains the Tomcat-Port (in this example: 49165). How to do this in detail is described in the following. BMW Group

26 Windows Server 2008 Start the Control Panel (Start Control Panel) Choose the entry Windows Firewall, click on Change Settings and confirm the User Account Control with Continue Then click on the Exceptions tab BMW Group

27 Ensure that the entry "File and Printer Sharing is selected. Click on "Add port..." Now enter the previously in the setup specified Tomcat-Port (Application-Port) and click OK. If you've forgotten the Port, s. Tomcat-Port. BMW Group

28 Right click in the File-Explorer on your Company directory (in this example: c:\etkclient) and select the entry Share Click on Continue In this example, each user is added to the Windows Server 2008 instance with access rights. After this click Add. Maybe you want to share the Folder not with all users. If you want to create a shared folder without password, you have to activate the guest account. This can be done through the Computer Management. Click on Share and confirm the UAC with Continue The Sharing of the folder is confirmed. BMW Group

29 Windows Server 2008 R2. Start the Control Panel (Start Control Panel). Choose under System and Security: Check firewall status. BMW Group

30 Choose: Allow a program or feature through Windows Firewall. Ensure that the entry "File and Printer Sharing is selected. Afterwards go back to Windows-Firewall by clicking OK (or, if you did not change anything) and choose: Advanced Settings. BMW Group

31 Choose Inbound Rules and then on the right: New Rule.. Choose Port and click Next. BMW Group

32 Choose TCP and Specific local Ports and enter the previously in the setup specified Tomcat- Port (Application-Port) and click Next. If you've forgotten the Port, s. Tomcat-Port. Choose Allow the connection and click Next. BMW Group

33 Which Setting ( Domain, Private or Public ) is applicable for this rule, it depends on your Networkconfiguration. In many cases the Setting Private is enough. If it is not enough, you can choose all the 3 Settings, then it should work in any case (these Settings can be changed later without problems). Then click Next. As Name you can enter for example: tomcat_49165, that is tomcat and the appropriate Tomcat-Port, then the rule can more easily be identified later. At the end click Finish, then the new rule is active. BMW Group

34 Click in Explorer with right Mouse-Button on your Company Directory (in this example: c:\etkclient) and choose the option Share with Specific people. Here you can choose for example Everyone, after this click Add. In this example every user of this Windows Server 2008 R2 Instance is added. Maybe you want to share the Folder not with all users. If you want to create a Share without password, you have to activate the guest account before. You can achieve this via Administrative Tools. BMW Group

35 Click on Share. After a while you get an acknowledgement. After clicking Done the folder is shared Windows Server 2012 With the Windows-Key change to the Startmenu. BMW Group

36 Then choose: Control Panel. BMW Group

37 Choose System and Security. Choose Windows Firewall. Choose Allow an app or feature through Windows Firewall. BMW Group

38 Ensure that the entry "File and Printer Sharing is selected Afterwards go back to Windows-Firewall by clicking OK (or, if you did not change anything) and choose: Advanced Settings. Choose Inbound Rules and then on the right: New Rule.. BMW Group

39 Choose Port and click Next. Choose TCP and Specific local Ports and enter the previously in the setup specified Tomcat- Port (Application-Port) and click Next. If you've forgotten the Port, s. Tomcat-Port. BMW Group

40 Choose Allow the connection and click Next. Which Setting ( Domain, Private or Public ) is applicable for this rule, it depends on your Network-Configuration. In many cases the Setting Private is enough. If it is not enough, you can choose all the 3 Settings, then it should work in any case (these Settings can be changed later without problems). Then click Next. BMW Group

41 As Name you can enter for example: tomcat_49165, that is tomcat and the appropriate Tomcat-Port, then the rule can more easily be identified later. At the end click Finish, then the new rule is active. Click in Explorer with right Mouse-Button on your Company Directory (in this example: c:\etkclient) and choose the option Share with Specific people. BMW Group

42 Here you can choose for example Everyone, after this click Add. In this example every user of this Windows Server 2012 Instance is added. Maybe you want to share the Folder not with all users. If you want to create a Share without password, you have to activate the guest account before. You can achieve this via Administrative Tools. Click on Share. BMW Group

43 After a while you get an acknowledgement. After clicking Done the folder is shared Linux If ETK was installed on your computer for the first time, you must now configure Samba in such a way that the Windows clients can subsequently connect via network drive with the Linux server. To do so, please open the file smb.conf (e.g., /etc/samba/smb.conf) to, e.g., add the following entry: [etk] path = /etkclient public = yes read only = yes The line "path=/etkclient" means that the client directory has to be installed on the Linux server under /etkclient. [etk] means that with the share-name "ETK" you can connect from your Window client to the LINUX server. To activate this entry, you have to re-start Samba. To do so, you can use the following command: rcsmb restart If the ETK was installed sometime on your computer, you should however carry out a Samba restart after an additional installation or an update in order to make certain that the Windows clients can again access the network driver Starting ETK Admin on server The Admintool can be started by running the file admintool.exe (or "admintool.sh" for LINUX) in the subdirectory "..\admintool" of the installation directory. The server is automatically started (under Windows this is set up as a "Service") Removing the ETK Server To remove the ETK server, please proceed as follows: BMW Group

44 Ensure that none of the connected ETK clients are active. Cancel the sharing rights of all client installation and program directories on the server. Open the file "install_server.exe" (or "install_server.sh" for LINUX) on DVD. Select the desired language and confirm the selection with "OK". In the "Select Action" dialog box choose the entry "Delete the ETK server with all components (all files in the destination directory will be deleted)" and confirm the selection with "OK". Check whether the installation directory was removed from your sever Update To update (if you have received a new DVD, or you want to modify the interface configuration) the ETK server, proceed as follows: Ensure that none of the connected ETK clients are active. Open the file "install_server.exe" (or "install_server.sh" for LINUX) on DVD. Select the required language and confirm the selection with "OK". In the "Select Action" dialog box, select the entry "Update the ETK server" and click "OK" to confirm the selection. Note: If you have inserted a DVD with an older version than the currently installed version, a warning message will be displayed. If the procedure is OK, you can continue the update at this point or, if you are unsure, cancel it. If you chose to continue you will again be asked to specify the interface parameters and can modify these. The publication data stored on the DVD will then be read in (note, it may also be that the data read in is older than the data already installed). If you do not want to read in the publication data, because for example you only want to modify the interface settings, you can cancel the update at this point. BMW Group

45 Note regarding LINUX installation: Also after the update you should re-start Samba in order to be certain that the Windows clients can access the network drive again. 2.3 Client installation Requirements Prior to the start of the installation, the following requirements have to be met: The network has to be connected to the "Company directory" assigned for the company. The requirements specified under the item "System Requirements - General for the installation of the "Client/Server Version Client Requirements" must be fulfilled Installation procedure Make a connection to the computer on which the server was installed. To do so, start the Windows-Explorer and select "Tools Connect network drive". Select a free drive letter in the "Drive" box and specify the connection to the server computer (as instructed by the administrator who installed the server). Your entry should have the following form in the box "Folder "\\Computername\path" (for example: \\SMUC2726\etkclient) Click "Finish" to confirm the selected settings. In the connected network drive/directory, run the "Setup.exe" file. BMW Group

46 The program asks you to select the language in which the installation is to be carried out. Confirm the welcome dialogue by clicking on "Next". Choose the setup type for your client installation from the following selection: Standard installation (see figure 1 below) User-oriented installation (see figure 2 below) BMW Group

47 Please select the directory to which the ETK is to be installed. If you want to modify the proposed directory, use "Browse" to do so. To close the "Choose Destination Location" dialog box, click "Next". BMW Group

48 In the "Select program folder" dialog box you can specify the folder under which the ETK appears in the start menu. Continue the installation with "Next". The program files are then copied to the client. BMW Group

49 After the files have been copied to the client you will be asked to specify the special interfaces of your client: If you want to use the US interface, please select the "Use the US interface" check box. For the file name and the path of the file a default value is preset in the corresponding box. If necessary, you can modify this value. Click "OK" to confirm your settings in the "Properties" dialog box. Click Finish to quit the installation. BMW Group

50 2.3.3 Starting the ETK The ETK can now be started via the desktop icon "ETK (Client)" or the corresponding startmenu entry, the accessory module accordingly with "ETK Accessories (Client)" Removing the ETK The ETK can be removed in the following ways: Run Setup.exe in the folder in the company directory from which the client was installed. If the installation directory is no longer available, you can alternatively use the Windows function "Start Control Panel Software Add/Remove Programs". In the list shown, select the entry "ETK" and start the remove process with "Remove". Follow the steps of the uninstall procedure and check whether the icon and the locally created directory have been deleted. BMW Group

51 2.3.5 Update New publication data and program version are loaded into the server. You can run an update on the Client in order to customize the client specific interfaces. To do so, please run Setup.exe in the folder in the company directory from which the client was installed. Select the entry "Modify" or "Repair" (both entries have the same effect) in the "ETK Client Setup" dialog box that follows the language selection. The already described "Properties" dialog box is displayed (see also Installation Procedure). BMW Group

52 2.4 ISIS Installation ISIS Server installation To install the ETK from a DVD on a ISIS server, the following steps must be performed. 1. Open the WSM in a browser and click on the Software Overview tab and then on the Available Software tab 2. Click the button Add DVD Package. This causes the ISIS Server to open the DVD drive. BMW Group

53 3. Insert the ETK DVD into the DVD drive of the ISIS server and close the drive. If the DVD is correctly in the drive, click "Continue". The ISIS server reads the Software packages on the DVD that can be installed, and shows an overview of the contents of the DVD. 4. Click on the Button Continue whereby the server copies the software packages from the DVD into the repository BMW Group

54 5. Once the copy process is finished, you can see the copied packages in an overview. 6. Click the button Install Software 7. confirm the security dialog with yes BMW Group

55 8. Enter the WSM password BMW Group

56 9. Confirm the installation dialog with Ok 10. If the ETK-Installation has ended, the Software Overview is empty. 2.5 Installation of the ETK ISIS Client After the installation of the server-package the software is available on the WSM. For the installation of the client on your PC you have to do the following steps: 1. Open the WSM in a browser and click on the Software Overview tab and then on the Client installer tab. BMW Group

57 2. Click on the blue entry ETK/EPC. This will open the ETK directory. 3. Click on etk_launchersetup.exe. The download of the ETK Launcher will start and you can save it on your hard-disk. BMW Group

58 4. Start the etk_launchersetup.exe. You will guided through the Standard-installation process by the Setup. After the installation the Icons for the ETK and the ETK-Admintool will appear on your desktop. 5. Start the ETK through a click on the icon on your desktop. BMW Group

59 3 Configuration Communication to BMW AG 3.1 Connecting the central research / central equipment server / ASAP functions With the new ETK you have the option of connecting to the central BMW Group servers (at the Munich headquarters). This provides the option of carrying out search operations on the central publication data which incorporates the equipment data installed by the plant in the vehicle identification or Aftersales Assistance Portal (ASAP) programs by establishing active links between ETK and ASAP. Technically, this connection looks as follows: ETK Server BMW Group zentrale DB Intranet Extranet Internet BMW Group IGDOM ASAP Login - HTML User-Id ASAP Password ********* LOGIN ETK (Client) ASAP Function Illustration technical components central connection to BMW server with ETK Client/Server BMW Group zentrale DB ASAP Login - HTML User-Id ASAP Password ********* LOGIN Intranet Extranet Internet BMW Group IGDOM ETK Lokal ASAP Function Illustration technical components central connection to BMW server with ETK Local Extended system requirements To be able to use the described optional functionalities the following aspects have to be taken into account in addition to the existing system requirements of the ETK: Client/server installation Internet connection (e.g. remote data transmission connections) that can be used at the same time for server and client. ASAP Login (existing identifiers have to be used) BMW Group

60 Local (standalone) installation Internet connection (e.g., remote data transmission connection) ASAP Login (existing identifiers can be used) Step 1 Basic settings in ASAP (Aftersales Assistance Portal) To activate the ASAP functions (e.g. to display the installation instructions) from the ETK, the communications settings to the respective user of the ETK have first to be defined in the ASAP. To do this, proceed as follows: Log in to the ASAP with your ASAP login (use your existing and known login of ASAP if you have no ID please consult the item "Troubleshooting"). In the ASAP click the menu entry "ETK Communication settings" Now click on the "Default values" (see following diagram) and look at the values that the ASAP enters for you user ID. Note: You should only change these default settings if you are familiar with your computer's port assignments and know that, although the recommended port is currently free, a different (presently inactive) program uses the port. In this case, please modify the recommended port assignments with other free ports of your choice. In addition, you should only change the default value for the "Start Command" box if you have installed the ERC in a different location than the recommended installation directory. If you modify the port settings, please note the item "Troubleshooting To save your settings, click "Save" You can now quit ASAP by pressing "Log out" Step 2 Basic Settings in ETK Admin (Admintool) In this step the communication of the ETK with the central BMW databases is configured in ETK Admin. As default, the communication is set to inactive during the installation of the ETK. The following options are necessary separately and depending on the installation location of the ETK and have to be set as follows: Start the "ETK Admin program on your desktop (Note: for server installation Starting "ETK Admin" on server) Open the "Communication To BMW AG" dialog box. First select the basic connection to BMW AG: "No communication" You have no connection and no access to the BMW databases. The ETK sets up the connection to the central databases, consequently the described functions are not available. "SGate" You have an ASAP login to SGate in order to use it to set up the connection between the ETK and the ASAP. "Intranet" You are inside the BMW-Net (Intranet, for example in the BMW AG or in a BMW-Subsidiary). If you choose this Setting, you do not need a Login. "Other You have an ASAP login through an access not described here. If you have selected "Other, decide for one of the following listed points of access with which you are familiar (e.g. Other USA-DCS-Net). Save the settings and close the "Communication To BMW AG dialog box. Note: If you use a proxy settings for your Internet connection (e.g., if you use a firewall), please make the following settings in the ETK Admin : Open the "Communication Proxy... dialog box. BMW Group

61 Activate the proxy settings by enabling the checkbox "use proxy server Fill in the requested boxes with your individual settings (if you lack information, see also "Troubleshooting ) Save the settings you have made and close the "Communication Proxy" dialog box. Start ETK. Into Extras Proxy enter the same Proxy-settings like in ETK-Admin. Quit "ETK Admin and start the ETK Settings Central search versus Local search For the "Central Parts Search" function, which provides the option of carrying out the ETK search in the central BMW database, the following additional configurations must be made in addition to the basic configuration (see also Basic settings in "ETK Admin" Admintool): To use the "Central Parts Search" function the ETK user must have been assigned the right to use that function. To check this, go to the required user in "Administration User Administration". If you do not see "Central Parts Search" in the User function rights (on the right side), choose the "Central Parts Search" in All function rights (on the left side) and click ">". To confirm the change, click "Save" in the "User administration" dialog box. For the use of the central publication data/catalogue data, select the "Extras Settings" dialog box in the ETK. In this dialog box you can select between "local" and "central" catalogue, provided you as user have the "Central Search" function right. To confirm the selection, click "OK" Settings Determine options via central database To activate or deactivate the "Determine options via central database" function from case to case, the user can select the check box. In this connection it should be noted that the basic settings described in Basic settings in "ETK Admin" Admintool) are a requirement for using this functionality Settings ASAP functions To be able to use the ASAP functions (SDB safety data sheets; EBA installation instructions; PI product information) you have to make no settings other than requirements set out in "3.1.1 Extended system requirements". The functions are offered if this function is offered to a part number under "Additional Information" in the parts information to the ETK (e.g., ASAP EBA). BMW Group

62 4 Troubleshooting Question: The installation does not start, or closes immediately without displaying a dialog box. Answer: There is probably no JAVA JDK installed on your computer, or the installed cannot be found. Try to type "java version" into the command line. If the "java" command cannot be found, you will have to download a compatible JAVA (JDK) for your operating system. Question: The server installation starts, but displays an error message stating that the installed Java version is too old? Answer: For the server installation, the ETK requires the JAVA version 1.5.0_11 (JDK) or higher. As was described in the answer to the first question, you can download a JAVA 1.5.0_11 (JDK) version that is compatible with your operating system. Question: Is it possible to subsequently configure the interfaces without having to re-load the publication data? Answer: Yes, to do so you have to start the installation program again. You can then configure the interfaces. If the "Select CD-ROM drive" dialog box appears, please click "Cancel. The interface has now been reconfigured without you having to load the publication data again. Question: When the server is being removed, the following message appears: "An error has occurred during the deletion of the company directory! What can I do? Answer: At least one of the client directories created for the separate companies could not be deleted. Even so, the server was removed. You can now attempt to manually delete the directory. On reason why it may not have been possible to delete a directory, e.g., could be that a client user had opened the directory, e.g. in the Explorer. Question: You do not have the required ASAP login needed to use the ASAP functions. Where do you get this authorization? Answer: Please ask your administrator or the ASAP person responsible for your market. Question: While carrying out the communication settings in ASAP, you changed the recommended ports. The communication between ETK and ASAP does not function even though you followed the instructions. What do you have to do? Answer: Please contact the ETK Support (see chapter 5). Question: BMW Group

63 Where do I get the JAVA JRE required under "Extended requirements? Answer: There are various places where you can get the required JAVA Plugin (JRE): 1. JAVA Plugin (JRE) is automatically installed via download on your computer when you enter ASAP. 2. Contact your administrator. Question: It is not possible to install the JAVA plug-in (JRE) or the plug-in wants to download itself again each time that the ASAP is opened. The communication between the ETK and the ASAP is not working. What can I do? Answer: A possible cause could be the strict security policy in your network or lacking rights for installing software on your computer. Please contact your administrator. BMW Group

64 5 Support There are basically two ways to obtain technical support. This depends on the installed version of the ETK you use. 1. Standalone resp. Client/Server ETK Here please contact our central support hotline of BMW AG and create a ticket on the application ETK (support group: etk_support) Contact: Phone: asz.hotline@bmw.de 2. ETK on ISIS Please use the callback ticket given by the ISIS support process. You can find that in the WSM. For technical support please use the familiar support paths in the ASAP Portal. BMW Group