Installation and Upgrade Instructions DDM 2016

Transcription

1 DDM 2016

2 Contents Introduction... 3 Pre-Requisites... 3 Software and Hardware Requirements - Server... 3 Software and Hardware Requirements - Clients... 3 Microsoft SQL Server Notes... 4 DDM Server Installation... 5 DDM License Installation DDM Client Installation and/or Upgrade DDM Server Upgrade DDM Client Upgrade DDM Web Optional AutoVue Integration Windows Firewall Configuration Recommended IIS Settings All Trademarks acknowledged Ref: Installation_and_upgrade_instructions 2

3 Introduction This document details the required steps to install DDM. There are two key components to DDM. The DDM Server is only installed on one machine running Windows Server OS. The DDM Client is required for each workstation. The single executable includes install media for both server and client. Pre-Requisites It is recommended that prior to the installation or upgrade of any software, an adequate system backup be made. This is your responsibility. All current Windows updates must be applied prior to installation. A server dedicated to DDM is strongly recommended. In the rare event that an existing server is used, the following specific software should NOT be already or subsequently installed on the same server, as compatibility cannot be guaranteed: Microsoft Exchange Microsoft SharePoint Any web sites, public or internal Other database software including, but not limited to ERP/MRP Software and Hardware Requirements - Server 500 MB free hard disk space plus space for vaulting files. Operating System, from: o Microsoft Windows Server 2012 R2 64 bit o Microsoft Windows Server bit Microsoft Internet Information Services (IIS)** Microsoft.Net Runtime Framework 4.0*** Microsoft XML Core Services v4.0 & v6.0*** Software and Hardware Requirements - Clients 250 Mb free hard disk space plus space for working files Operating System, from (Both 32/64 bit versions of Windows Operating Systems are supported): o Microsoft Windows 10 o Microsoft Windows 8 / 8.1 Enterprise/Pro* o Microsoft Windows 7 Ultimate/Professional Edition* Microsoft.Net Runtime Framework 4.0*** * It is recommended that Windows User Account Control Settings are set to Never Notify. ** IIS is a Microsoft component which is freely available by installing it from your Operating System media or via the Application server role configuration. *** The.NET framework and XML core services are freely available Microsoft components available through the Microsoft update website. All pre-requisite Microsoft components are required to be updated with latest service packs and hotfixes. Ref: Installation_and_upgrade_instructions 3

4 Microsoft SQL Server Notes If you are to run DDM on full Microsoft SQL Server 2014, do not select the SQL Express 2014 install option. Selecting this option will attempt to install the Microsoft SQL Express 2014 database over your existing database server. Ref: Installation_and_upgrade_instructions 4

5 DDM Server Installation Follow these instructions to install DDM onto your machine for the first time. Installation 1. Please consider whether you are creating a new installation of DDM or upgrading an older version. If upgrading, please refer to the DDM Server Upgrade section of this document. 2. If you wish to completely re-install DDM Server, please use Add/Remove Programs to remove the current installation first. Before you do this you must make sure that you have an adequate backup of the DDM Database, DDM Vault Directory and any other data required by your DDM implementation. 3. Launch the CSI Downloader from.. Note: links on the downloader provided access to DDM Release History. Click Next to begin the download: Ref: Installation_and_upgrade_instructions 5

6 4. Ensure option is selected to install a New Server, select Next : 5. If you already have MS SQL Server 2014 installed that you wish to use for DDM, then you should select the Do not install option. It is recommended that DDM uses a copy of MS SQL Server 2014 that is dedicated to DDM, in this case select install Microsoft SQL Server 2014 Express. Choose Next to continue: Ref: Installation_and_upgrade_instructions 6

7 6. It is possible to select to install at a later time. If you select this option, select a directory to download the install media to. In this instance we select to start the installation immediately. Choose Next to continue: The install media download will begin: Ref: Installation_and_upgrade_instructions 7

8 7. Once the download is complete, the DDM Server Pre-Requisite Check will run, choose Next to continue. 8. The Pre-Requisite Check will ensure all key components required by DDM are correctly installed and configured. Unless you know that you already have any of these components installed, it is recommended that all options remain selected. Choose Next to continue. Ref: Installation_and_upgrade_instructions 8

9 9. The suggested install location is recommended, however this can be changed by using the Browse button. When satisfied with the installation location, choose the Install button to continue. 10. The selected components will be installed, and if selected IIS and Windows Firewall will be correctly configured for DDM. Depending on your selection, the install checks may take several minutes to complete. When the Installation Complete window is shown, choose the Next button to continue. Ref: Installation_and_upgrade_instructions 9

10 11. A final Window is displayed confirming that the setup checks are complete. Click Finish to continue installing DDM. 12. Following the Pre-Requisite Checks, SQL Server 2014 will be installed Do not try to stop or cancel the installation part way through, as this will cause problems in completing the installation. 13. Once the MS SQL Server 2014 installation is complete, the DDM Server installation will begin. Some warning messages may be displayed before installation continues, these are for customers who are upgrading DDM. As this is a new installation these messages can be ignored by clicking Yes. Ref: Installation_and_upgrade_instructions 10

11 14. At the DDM Server Setup screen, choose Next to continue 15. Please read the license agreement and if you agree, select I Accept the terms in the license agreement and choose Next to continue. Ref: Installation_and_upgrade_instructions 11

12 16. When DDM is to be used with CAD data, it is important to ensure that your CAD application of choice is supported before continuing. After confirming that your CAD application is supported, select to accept and then click Next to continue. 17. The default install location of C:\DesignDataManager is recommended, however this can be changed by using the Browse button. When satisfied with the installation location, choose the Install button to continue. Ref: Installation_and_upgrade_instructions 12

13 18. Enter the name of the server that DDM is being installed to. This can either be server name or IP address. For a default installation, License Server, Database Server and File Server should be the same. If installing directly on the server the suggested option of localhost will be suitable. Select Install to continue. 19. Once all software has been installed, the completed dialog will appear. Choose Next to complete this stage of the installation. 20. Choose Finish to complete the server installation Ref: Installation_and_upgrade_instructions 13

14 DDM License Installation On a new installation of DDM, 15-day evaluation licences are automatically created and installed. The instructions that follow will show you how to check these licenses, see steps 1 and 9. If you have problems with your licenses or you need to re-install DDM for a new evaluation, then follow the steps outlined below to request new license files. Follow these instructions to install DDM licenses onto your server; 1. Select Start Programs DDM License Server DDM License Server Administration. 2. At the login prompt, login using the Administrator account. User Name: Administrator Password: Ref: Installation_and_upgrade_instructions 14

15 3. Select the About page. This will show the list of hardware addresses recognised by the license server. You should note these addresses down and them to to request your license files if evaluation licenses are not already installed. 4. On receipt of your license files, save them to a safe location on the file system. 5. In the License Server, select the Add Licenses page. 6. Select the Browse button and search and open the license file you have been supplied. Ref: Installation_and_upgrade_instructions 15

16 7. Select the Load button to add the licenses to the server. You should see an updated message under the button saying # / # licenses successfully created. 8. Repeat this process for all license files that you have received; DDM CAD, DDM Office, DDM Web. 9. Check that the licenses have been added and are available, by selecting the License Summary page. Ref: Installation_and_upgrade_instructions 16

17 DDM Client Installation and/or Upgrade Follow these instructions to install DDM Clients onto your machine. A movie showing DDM Client installation can be viewer from the following URL: You should only attempt to upgrade a client, if the server has already been upgraded. 1. Open a web browser and enter You should replace ddm_server with the name of the server on which you installed the DDM server components. 2. Select the DDM Client Install / Upgrade option. Ref: Installation_and_upgrade_instructions 17

18 3. Select Install / Upgrade DDM CAD or Office Client option. 4. When prompted, select to Open or Run the application. 5. At the welcome screen, choose Next to continue. Ref: Installation_and_upgrade_instructions 18

19 6. Please read the license agreement and select I accept the terms in the license agreement and choose Next to continue. 7. Select the options you would like to install. If the client machine has no CAD applications installed, uncheck DDM CAD Configuration. Choose Next to continue Ref: Installation_and_upgrade_instructions 19

20 8. The default install location of C:\DesignDataManager is recommended, however this can be changed by using the Browse button. When satisfied with the installation location, choose the Next button to continue. 9. The next page is used to configure settings for the License Server, Database and File Server. These should be set to point at the server where DDM was installed. If the client is being installed on the same workstation as the DDM Server, then this can be left set to localhost. If not, then this should be replaced with the name or IP address of the server. Choose Next to continue Ref: Installation_and_upgrade_instructions 20

21 10. The next step is to configure the CAD integrations for a DDM CAD install. Select the correct version of the CAD applications which you plan to integrate with DDM. 11. Once all software has been installed, the complete dialog will appear. To view the latest What s New? information, select the Show Readme option. Choose Finish to complete the installation. Ref: Installation_and_upgrade_instructions 21

22 12. When you start SolidWorks, Inventor, Solid Edge or IronCAD, if DDM does not display the DDM login prompt, then you may need to enable the integration. This can be done in each of the applications by following these steps: SolidWorks Start SolidWorks and select the Tools Add-Ins menu option. In the dialog window, select the SolidWorks PDMIntegrator to activate it and also select option to have it start automatically each time SolidWorks is started. Inventor Start Inventor and select the Tools Add-Ins menu option. In the dialog window, select the PDM Integrator for DDM Add-In and select both the Loaded / Unloaded and Load On Startup options, to start it now and have it start automatically each time Inventor is started. IronCAD Start IronCAD and select the Tools AddIn Applications menu option. In the dialog window, select the IronCAD PDMIntegrator to start it now and have it start automatically each time IronCAD is started. Solid Edge Start Solid Edge and select the Applications Add-Ins Add-in Manager menu option. In the dialog window, select the PDMIntegrator. Ref: Installation_and_upgrade_instructions 22

23 DDM Server Upgrade Important Please read before attempting to upgrade DDM DDM 2016.XX builds have specific requirements that add complexity to the normal DDM upgrade process. Windows Server must be MS Server 2012 R2 64 bit or MS Server 2008 R2 64 bit. Windows Server 32-bit edition is no longer supported MS SQL Server 2014 (Full or Express Edition) is required MS SQL Server Full Text Search option must be enabled To upgrade to 2016.XX or later you must first upgrade to DDM The upgrade procedure documented below is for single site installations only. Multi-site implementations If you are in any doubt, please contact CSI or your local representative. Notes: Before the DDM Server is upgraded, ensure that an adequate backup of ALL DDM data has been undertaken and verified. Only DDM 2005 and later can be upgraded using the DDM 2016 upgrade executable. DDM users of versions 2004 and older will be required to remove their current installations and reinstall DDM 2016 in its entirety. After the server upgrade, ALL clients must be upgraded in order to use DDM 2016 (see separate section for client installs and upgrades.) Before beginning DDM upgrade ensure all important Microsoft updates are in place on the Server. 1. Launch the CSI Downloader from.. Note: links on the downloader provided access to DDM Release History and the What s New document. Click Next to begin the download: Ref: Installation_and_upgrade_instructions 23

24 2. Ensure the option is selected to Upgrade Existing Server, select Next : 3. As this is an upgrade, MS SQL Server 2014 should already be installed, ensure the option is selected to Do not install, select Next : Ref: Installation_and_upgrade_instructions 24

25 4. It is possible to select to install at a later time. If you select this option, select a directory to download the install media to. In this instance we select to start the installation immediately. Choose Next to continue: 1. Before DDM Server installation begins, some warning messages will be displayed. Please ensure that all conditions are met before continuing the installation. If in doubt, contact CSI Ltd or your local sales representative. Ref: Installation_and_upgrade_instructions 25

26 5. Next, DDM Server will be upgraded. At the welcome screen, choose Next to continue. 6. Please read the license agreement and if you agree, select I accept the terms in the license agreement and choose Next to continue. Ref: Installation_and_upgrade_instructions 26

27 7. When DDM is to be used with CAD data, it is important to ensure that your CAD application of choice is supported before continuing. After confirming that your CAD application is supported, select to accept and then click Next to continue. 8. When prompted for the installation directory, select the existing DDM install directory. Select the Install button to continue and upgrade the DDM server. Ref: Installation_and_upgrade_instructions 27

28 9. Confirm the various server configurations, for a server upgrade these will default to the previous settings. Select Install to continue. 10. It is recommended that a database backup is generated before continuing with the install. Select Yes to back up the pre-upgrade database files. 11. The server will be upgraded to the new release of DDM. Ref: Installation_and_upgrade_instructions 28

29 12. When completed, select the Next button to continue. 13. Choose Finish to complete the server installation You have just upgraded the SERVER with the latest version of DDM. You must also upgrade your CLIENT installations immediately. Please read the DDM Client Installation and/or Upgrade section of this document. Ref: Installation_and_upgrade_instructions 29

30 DDM Client Upgrade When a client tries to login to DDM after a DDM Server upgrade is completed, the user will be informed that his DDM Client install needs upgrading. Click Yes. The DDM client installation will be upgraded without further intervention. Installation will take a few minutes; the user will be prompted once the installation is complete: Ref: Installation_and_upgrade_instructions 30

31 DDM Web Optional AutoVue Integration DDM Web has been verified to work with the AutoVueSolidModel Pro Client-Server Edition 3D native model viewing application. This application can be purchased by visiting Please contact Cimmetry Systems, Corp. for evaluation information. The following steps were generated using the AutoVue 3D Professional Advanced Web Edition. Start the AutoVue 3D Professional Advanced Web Edition installation media and follow the prompts. Select the Next button to continue or the Cancel button to stop the installation. Ref: Installation_and_upgrade_instructions 31

32 Read the license agreement and select the Yes button if you agree to its terms or the No button to cancel the installation. Enter your User Name, Company Name and the serial number supplied to you by AutoVue. Select the Next button to continue or the Cancel button to stop the installation. Ref: Installation_and_upgrade_instructions 32

33 Confirm and/or select the correct installation location. These instructions assume that installation to the default location is used. If unsure of the most suitable location, use the defaults as this will reduce configuration changes required later. Select Next button to continue the software installation. Select the Next button to continue the installation. Ref: Installation_and_upgrade_instructions 33

34 Ensure the name of your DDM Web Server is correct. If incorrect, you must correct it. Press the Next button to continue. Select the Yes button to ensure the correct components for the DDM Web Server integration are installed. Ref: Installation_and_upgrade_instructions 34

35 Ensure the correct server name and the correct port number is entered. The default DDM port number is 80, so be sure to change this setting if necessary. Press the Next button to continue and the software will be installed. Once completed, press the Finish button to close the installer. Ref: Installation_and_upgrade_instructions 35

36 Modify the file C:\Program Files\jVue\bin\allusers.ini and add to the end of the line XREFPATHS= the path to your temp directory. This must be the same temp directory which was pointed to when you created the Temp virtual directory during the initial DDM Web install. For example, on a system with a default installation of DDM Web and AutoVue, the line would be modified to include the C:\DesignDataManager\Temp\ directory: XREFPATHS=c:\inetpub\wwwroot\jVue\samples\2d\**;c:\inetpub\wwwroot\jVue\samples\3d\**;c:\inetpu b\wwwroot\jvue\samples\ecad\**;c:\designdatamanager\temp\; Copy these files from the AutoVue installation directory C:\Program Files\jVue\Bin into the IIS C:\Inetpub\wwwroot\jVue directory: jogl.jar gluegen-rt.jar Add additional mime types to the web server, to ensure correct information can be returned by IIS to the AutoVue application. Open the Internet Information Services application from the Administrative Tools section of the Control Panel. Open the folder structure and right-click on the jvue folder, selecting the Properties menu option. Ref: Installation_and_upgrade_instructions 36

37 From the Properties page, select the HTTP Headers tab. Ref: Installation_and_upgrade_instructions 37

38 From the HTTP Headers tab, select the Mime Types button. Ref: Installation_and_upgrade_instructions 38

39 From the File Types window, select the New Type button. Add a new File Type, setting the Associated extension to * and the Content type (MIME) to application/octet-stream. Click the Ok buttons to return to the Internet Information Services application. Make the same changes again to the Temp folder. Finally, you must set the AutoVue Server service to be started automatically. You should reboot now to ensure that the AutoVue server starts correctly. The AutoVue integration must also be enabled within DesignDataManager Web. This can be done by modifying the file C:\DesignDataManager\DDM_Web\DDMWebClient\ default_session_values.inc. By default, the AutoVue integration is disabled, but it can be enabled by changing the line in the file from Session("3D_VIEWER") = "off" to Session("3D_VIEWER") = "on" will enabled the integration. Ref: Installation_and_upgrade_instructions 39

40 Windows Firewall Configuration The following steps should be followed to configure the Windows firewall to allow access to the Web Server (HTTP) service for clients on the Local Area Network. As the local Administrator, open the Windows Firewall settings window: From here, select Advanced Settings. Ref: Installation_and_upgrade_instructions 40

41 Next, select Inbound Rules and enable World Wide Web Services (HTTP Traffic-In) : Next, create new incoming rules for the DDM Database Server, DDM WCF Server and the DDM File Server. Select New Rule.. : Ref: Installation_and_upgrade_instructions 41

42 The following port exception should be added as shown below: Set Connection Rules as shown: Ref: Installation_and_upgrade_instructions 42

43 Next determine the profiles this rule applies to: Finally, give the rule a name: Repeat the above steps for both WCF Server Ports (Ports 9897, 9896) and DDM File Servers (Port 21), call the rules DDM WCF Server Ports and, DDM File Server Control Port. Ref: Installation_and_upgrade_instructions 43

44 Finally, incoming rules should be set up for the WCF Server Program and the DDM File Server components. Select New Rule : This rule is for a Program, select Next: Browse to the File Server application, DDMFileServer.exe. Ref: Installation_and_upgrade_instructions 44

45 Select to allow the connection: Select the Profiles that apply to the rule: Ref: Installation_and_upgrade_instructions 45

46 Give the rule a name and description: Select finish, to complete the rule. Finally we edit the new rule (double click from the list of incoming rules) to make this service available on all ports. Select TCP as the Protocol type, and make it available on all ports: Ref: Installation_and_upgrade_instructions 46

47 Repeat the above steps to create the following Incoming Program Rules: Create an Incoming Program Rule for a File Server component called DDM File Server (Component) C:\DesignDataManager\DDMFileServerRetrieval.exe Create an Incoming Program Rule for the DDM WCF Server Program called DDM WCF Server Program, C:\DesignDataManager\DDM WCF Server\ DDMWindowsService.exe. Ref: Installation_and_upgrade_instructions 47

48 Recommended IIS Settings IIS should be configured as shown (settings displayed for Windows 10 installation): Ref: Installation_and_upgrade_instructions 48