EPC 9.X - STANDALONE DEPLOYMENT MANUAL

Transcription

1 EPC 9.X - STANDALONE DEPLOYMENT MANUAL

2 Disclaimer 1 Disclaimer Copyright (c) 2016 Interfacing Technologies Corporation. All rights reserved. This document, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. The content of this document is furnished for informational use only, and due to product development, this information is subject to change without notice, and should not be construed as a commitment by Interfacing Technologies Corporation. Interfacing Technologies Corporation assumes no responsibility or liability for any errors or inaccuracies that may appear in this documentation. Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without prior written permission of Interfacing Technologies Corporation. The Interfacing Technologies logo and the Enterprise Process Center logo are trademarks of Interfacing Technologies Corporation. Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Interfacing Technologies has made every effort to supply trademark information about manufacturers and their products mentioned in this publication. For the most up to date list, please refer to the Enterprise Process Center Online Help.

3 Table of Contents 2 Table of Contents Disclaimer... 1 Table of Contents Planning Installation of EPC 9.x Standalone Identifying the current version of EPC Standalone installed Installation of EPC 9.x Standalone for the first time Upgrade of EPC Standalone to EPC 9.x Standalone Migration of EPC 7.3 or earlier to EPC 9.x Standalone EPC 9.x Standalone Installation for the first time Prerequisites: Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Getting started with EPC Server: Configure the EPC Administration Settings EPC Admin Configurations Exclude EPC 9.x from the Antivirus scan Starting the EPC Service Modeler Login Express Modeler... 42

4 Planning Installation of EPC 9.x Standalone 3 1. Planning Installation of EPC 9.x Standalone 1.1 Identifying the current version of EPC Standalone installed. The Version of EPC 8.X Standalone installed on your machine can be found the file epcversion.properties The default location is: C:\Program Files\EPC\EPC_Package\ If your version of EPC Standalone is older than version 8.0, check the following location for the file version.properties : C:\Program Files\EPC_7\EPC_Package\ If your version of EPC Standalone is older than version 7.3 please contact Interfacing Support Team for upgrade procedure. 1.2 Installation of EPC 9.x Standalone for the first time For the first installation of EPC 9.x Standalone the following steps have to be taken: 1) Make sure your PC meets all the System Requirements described in the document EPC 9 Standalone - System Requirements 2) Make sure you have Administrator rights on this PC 3) Make sure you have the license file on the PC where EPC 9.x Standalone is going to be installed. 4) Make sure you have downloaded the EPC 9.x Standalone 32 bit or 64 bit (according to your operating system) 5) Switch to Section 3 for Installation procedure 1.3 Upgrade of EPC Standalone to EPC 9.x Standalone Steps to perform before EPC Standalone Upgrade 1) Make sure you have the database sa account password if you have defined the password during the first installation of EPC (note: This may happen in case you have installed EPC version before EPC 7.5). If you lost the password, please contact Interfacing support team: support@interfacing.com) 2) Switch to paragraph 4 for Upgrade procedure 1.4 Migration of EPC 7.3 or earlier to EPC 9.x Standalone Currently, the migration procedure for EPC 7.3 or earlier installed with MySQL Database to EPC 9.x Standalone is done by Interfacing Team. Please contact Interfacing support support@interfacing.com

5 EPC 9.x Standalone Installation for the first time 4 2. EPC 9.x Standalone Installation for the first time To begin the installation: 2.1 Prerequisites: 1. Log into the windows using a user ID that has Administrator privileges on the computer. 2. Temporarily disable any anti-virus software. 3. Launch the EPC 9.x Standalone installation file. This file is available on Interfacing s web site in EPC Trial section: The progress bar in the InstallAnywhere screen shows the progress of the file extraction. The Interfacing splash screen appears. IMPORTANT: When installing on Vista, Windows 7 or Windows 8 OS, right-click on the file and run the installation as Administrator. The EPC Server window opens with the Starting EPC Server 9.x Installation screen.

6 EPC 9.x Standalone Installation for the first time 5 4. Click OK to close the message.

7 EPC 9.x Standalone Installation for the first time 6 5. Click Next to continue.

8 EPC 9.x Standalone Installation for the first time 7 6. The License Agreement window will now appear. Please read carefully. To continue the installation, accept the terms of license agreement and click Next. NOTE: If you select the option I do NOT accept the terms of License Agreement the installation procedure will end.

9 EPC 9.x Standalone Installation for the first time 8 7. Browse to the location of the license file (license.xml) that you have and click Next.

10 EPC 9.x Standalone Installation for the first time 9 8. The EPC installation files require at least 3GB of free space on the disk. If you don t have enough space on the C drive, please select a different drive. Click Next to continue

11 EPC 9.x Standalone Installation for the first time The EPC Data Directory requires 1GB of free space on the disk. If you don t have enough space on the C drive, please select a different drive. Click Next to continue

12 EPC 9.x Standalone Installation for the first time Select the default language for the EPC 9.x Standalone Application. Click Next To continue.

13 EPC 9.x Standalone Installation for the first time Select the default currency for your EPC 9.x Standalone Application. Click Next to continue

14 EPC 9.x Standalone Installation for the first time Review the pre-installation summary. EPC 9.x Installer will install the following on your PC:.Net Framework 3.5 SP1 (required by MSSQL 2008 Server Express R2) MSSQL Server Express 2008 R2 (32 or 64 bit depending of your OS) MSSQL Native Client MSSQL SQL Command Line utility EPC 9.x Standalone Server Click Install to install the product. The following informational window will appear on your screen while installing the EPC 9.x Standalone package

15 EPC 9.x Standalone Installation for the first time 14 You may observe several command line windows appear on your screen, DO NOT CLOSE these windows, doing so will corrupt the installation.

16 EPC 9.x Standalone Installation for the first time The following message will appear at the end of installation. Recommended to choose Yes, restart my system and click Done to reboot your PC When the system is back, use the following link to access EPC 9.x Standalone Web page: or Note: you may need to wait the EPC Server to start up to 5 minutes after the Computer is started, depending on the performance of the system. If you choose No, I will restart my system myself you will have to start the EPC Standalone Service manually to access the EPC Web Portal and use EPC Modeler.

17 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) IMPORTANT: You must have the Database administrator password that was used in the previous installation procedure. If you don t have the database administrator password, please contact Interfacing support: support@interfacing.com 1. Log into the windows using a user ID that has Administrator privileges on the computer. 2. Temporarily disable any anti-virus software. 3. Launch the EPC 9.x Standalone installation file. This file is available on Interfacing s web site in EPC Trial section: The progress bar in the InstallAnywhere screen shows the progress of the file extraction. The Interfacing splash screen appears. IMPORTANT: When installing on Windows 7 or Windows 8 OS, right-click on the file and run the installation as Administrator. The EPC Server window opens with the Starting EPC Server 9 Installation screen.

18 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Click OK to close the message.

19 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Click Next to continue.

20 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) The License Agreement window will now appear. Please read carefully. To continue the installation, accept the terms of license agreement and click Next. NOTE: If you select the option I do NOT accept the terms of License Agreement the installation procedure will end.

21 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Browse to the location of the license file that you have and click Next.

22 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) You will be prompted to uninstall the previous version of the EPC Standalone Click OK The EPC 9.x Standalone installer will begin the uninstall procedure of the previous version of EPC 8.x or 7.x Standalone.

23 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Click the Uninstall button to uninstall the previous version.

24 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Click the Done button when the uninstall procedure is finished and the EPC 9.x Standalone installation will continue.

25 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) The EPC installation files require at least 5 GB of free space on the disk. In case you don t have enough free space, you can select a different drive for installation at this step. Click Next to continue

26 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) The EPC Data Directory requires 1GB of free space on the disk. If you don t have enough space on the C drive, please select a different drive. Click Next to continue.

27 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) (Optional This screen will only appear if the password is different that the default) The EPC Installer requires the database administrator password for EPC databases that was created during the previous installation of EPC Standalone. In the password field, delete the EPC 9.x default password and input the password that you have. Click Next to continue.

28 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Select the default language for EPC 9.x Standalone Application. Click Next to continue

29 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Select the default currency for your EPC 9.x Standalone Application. Click Next to continue

30 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) Review the pre-installation summary. Click Install to upgrade the product. The following warning window will appear on your screen while installing the EPC 9.x Standalone package.

31 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) 30 Select No, if you didn t use custom branding for your EPC Web Page or process books.

32 Upgrade to EPC 9.x Standalone (if EPC Standalone previous version is installed) The following message will appear at the end of installation. Click Done to reboot your PC The following message will appear at the end of installation. Recommended to choose Yes, restart my system and click Done to reboot your PC When the system is back, use the following link to access EPC 9.x Standalone Web page: or Note: you may need to wait the EPC Server to start up to 5 minutes after the Computer is started, depending on the performance of the system. If you choose No, I will restart my system myself you will have to start the EPC Standalone Service manually to access the EPC Web Portal and use EPC Modeler.

33 Getting started with EPC Server: Getting started with EPC Server: 4.1 Configure the EPC Administration Settings EPC Admin Configurations After installing the server software, users must configure the EPC users and environments. This is done through the Admin portal. NOTE: Flash Player v19 is required in order to access the Admin Portal. If it is not already installed, users will receive the following message upon log in: Alternate HTML content should be placed here. This content requires the Adobe Flash Player. Get Flash Follow the link to download and install Flash Player v19: Open EPC Web Portal Once the EPC Server has launched, open the web browser and navigate to the EPCWelcomePage. The web page's address is 1. Start the browser and enter in the Address field.[if the URL doesn t work, enter instead.] 2. On the Welcome Page, enter the admin username and password (epcadmin/epcadmin). Select Web Admin Environment from the Environment drop-down. 3. Click Login. The EPC Web Portal opens. 4. Once logged in to the Web Portal, select the Admin tab to access the Admin Portal.

34 Getting started with EPC Server: Creating Environments 18. Select Environments in the Environment section. The only listed environment will be the Web Admin Environment. This is the environment that is created by default when EPC is installed. Only Administrators should have access to this environment, and the environment should never contain Modeler data. The purpose of this environment is for Administrators to create other environments and configure EPC users. 19. Select Create Environment. 20. Enter a name and a description of the environment and click Submit.

35 Getting started with EPC Server: 34 The newly created environment will now be saved in the environment list. Repeat this process to create all necessary environments Creating EPC Users Every EPC user must have a user account in order to access the EPC Modeler or the EPC Web Portal. Click the Admin tab to return to the main Admin page. 1. Select Users in the Security section. It is from this window that the users are created, placed in groups, and assigned to environments.

36 Getting started with EPC Server: 35 If users are to be imported from Active Directory, select Synchronize with Active Directory. All users designated as EPC users in Active Directory will be imported, with the appropriately assigned access rights. To modify imported users, make the necessary changes in Active Directory and then select Synchronize with Active Directory to update the user accounts. Skip ahead to section Assign Users to Groups. If users are not to be imported from Active Directory, or if there are EPC users who do not have Active Directory accounts, follow the steps below to properly create users. Only users that are manually created in EPC can be modified or removed. System-created users cannot be modified or removed. 21. Select Create User. 22. Enter the appropriate information (username, password, name, etc). Mandatory fields have a star (*) beside them. 23. If the members of the group are to have access to the Modeler and/or the WebPortal, select the appropriate check boxes.

37 Getting started with EPC Server: If the members of the group are also to have system administrator rights, select the EPC Administrator check box. Since EPC Administrators are system administrators, they will have access to the Admin Module. 25. Once all the information is complete, click Submit. 26. Repeat these steps to create each user Assign Users to Groups Admins may want to place certain users within a single group. Placing users into groups means that any setting or permission assigned to the group will be inherited by the group's users. Administrators use this feature when managing a large number of users with the same settings. If users are not to be placed groups, please skip ahead to section Assign Users and Groups to Environments. EPC automatically creates three user groups named "Everyone", "Administrators" and "Authenticated Users". These groups cannot be modified or deleted. All users are automatically placed in the "Everyone" group when they are created. Users defined as administrators are placed in the "Administrators" group, while the remaining users are placed in the group "Authenticated Users". Follow the steps below to create groups. Click Admin to return to the main Admin page. 2. Select Group in the Security section. 3. Select Create Group. 4. Enter the desired name of the user group. 5. If the members of the group are to have access to the Modeler and/or the WebPortal, select the appropriate check boxes. 6. Select the EPC Administrator check box to grant access to the Admin Module. 7. Click Submit. The group is created and added to the list of groups.

38 Getting started with EPC Server: Select User for the desired group. 9. Select the desired users from the Available field and click the arrow pointing to the right. The users are placed in the Selected field. 27. To remove a user, select the user from the Selected field and click the arrow pointing to the left. The user is returned to the Available field. 28. Select Submit. The users are added to the selected group. NOTE: It is also possible to place users within groups from the Users page. Click Group next to the desired user and select the appropriate user to place in the group Assign Users and Groups to Environments A user must also be associated to an environment in order to gain access to that environment. The user can either be associated directly to the environment, or through a group. 10. Click Admin to return to the main Admin page. Select Environments from the Environments section. 11. Select User for the newly created environment.

39 Getting started with EPC Server: Select the desired user or group from the Add users/groups drop-down and click Add. 13. The user/group is assigned to the environment with no permissions. Select Edit to assign specific permissions to the user. 14. Assign the desired permissions and click Submit. Full Control allows the user all editing and approval rights. Write Delete allows the user to modify and remove any EPC object (except object sets). Write allows the user to modify any EPC object (except object sets). Read allows the user to only view EPC objects. Set Approval Cycle allows the user to structure and modify approval cycles. If Admins want the user to be an administrator of a selected environment, select the Is environment admin check box. Environment administrators can create object sets, and perform imports and exports.

40 Getting started with EPC Server: Exclude EPC 9.x from the Antivirus scan Depending on the company s level of security, anti-virus software can greatly decrease the performance of EPC. Please exclude the following directories from the anti-virus software scan to avoid slow performance issues: [location of EPC installation]\epc\epcserver\wildfly final\standalone\log [location of EPC installation]\epc\epcserver\wildfly final\standalone\tmp [location of EPC installation]\epc\epcserver\wildfly final\standalone\data Starting the EPC Service 15. On the user's local PC, click the Windows 'Start' Button. 16. Click "All Programs". 17. Click "Enterprise Process Center".

41 Getting started with EPC Server: Right click on "Start Service" and choose Run as Administrator, confirm if prompted for launching. 19. Start the Internet Explorer browser and enter in the Address field.[if the URL doesn t work, enter instead.] Modeler Login The Modeler with the Launch button will be called here as Java Web Start Modeler (or JWS Modeler). This EPC Modeler is installed automatically on the client machine in the client s java cache. The JWS Modeler application files are managed by Java.

42 Getting started with EPC Server: To launch the JWS Modeler click the Launch button. 21. Enter your EPC Username, Password and Environment and click OK.

43 Getting started with EPC Server: Express Modeler The Express Modeler (available in EPC 9.6 only) is installed in a different way on the Client machine and is provides exactly the same functionality as the normal Modeler (which uses Java Web Start) that is launched with the normal Launch button on each page of the web-portal. The Express Modeler is installed automatically in the itc folder (by default located in user profile folder %userprofile%). This Modeler requires about 120MB of disk space. Compared to Java Web Start Modeler this Modeler can be launched with an.exe file. Except for a new version first time download, the Express Modeler will launch faster than the normal Modeler thereafter. Important: The Express modeler still requires Java to be installed on the client machine same version as recommended in the client requirement document. 1. To install and launch the Express Modeler for the first time click the Express Modeler link on the EPC Welcome page v 2. You may be prompted by Java to run the Modeler application, please chose Run 3. First download: The Express Modeler will be downloaded from the local standalone EPC Server on the first launch. You will see a progress bar for the Modeler application.

44 Getting started with EPC Server: After the download is complete, the application will be installed automatically on the client PC and launched. 5. There will be created a windows start menu called EPC Modeler with the shortcut to launch the Express Modeler with version verification. This launcher will verify on EPC Server if there is newer version of Express Modeler. It is recommended to use it if EPC Server was upgraded. 6. To launch the Express Modeler faster, it is possible to launch the Express Modeler with exe file which can be found in the itc folder on client machine: C:\Users\<your username>\itc\localhost-18080\launch\http localhost_epcmodeler<modeler version>-local_\modeler\bin Ex. C:\Users\epcadmin\itc\localhost-18080\launch\http localhost_epcmodeler96- local_\modeler\bin In this folder will be two.exe files: modeler.exe modeler64.exe

45 Getting started with EPC Server: 44 If on the client machine is installed the 32 bit version of java, please use the modeler.exe, if the java on the client machine is 64 bit please use the modeler64.exe 7. Create a shortcut to the appropriate.exe file on your desktop. In order to create the shortcut to Express Modeler, right click on the appropriate.exe file and choose send to in drop down menu, than chose Desktop (create shortcut) If you use Windows 7, 8, 8.1 or windows 10, you can chose the option Pin to Taskbar or Pin to Start Menu