Installation and Configuration Guide. Version 5.2

Transcription

1 Installation and Configuration Guide Version 5.2 June 2015

2 RESTRICTED RIGHTS Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS Cleo 4203 Galleria Drive Rockford, IL USA Phone: Fax: Support: (US only), , or Cleo reserves the right to, without notice, modify or revise all or part of this document and/or change product features or specifications and shall not be responsible for any loss, cost or damage, including consequential damage, caused by reliance on these materials. This document may not be reproduced, stored in a retrieval system, or transmitted, in whole or in part, in any form or by any means (electronic, mechanical, photo-copied or otherwise) without the prior written permission of Cleo Cleo. All rights reserved. All marks used herein are the property of their respective owners.

3 Contents Chapter 1: About Cleo VersaLex...5 Technical Support... 5 Chapter 2: Cleo VersaLex system requirements and recommendations...7 Hardware and software requirements...7 Chapter 3: Installing and configuring Cleo VersaLex...9 Downloading the installer...9 Running the installer...9 Running the Cleo VersaLex installer for UNIX... 9 Running the Cleo VersaLex installer for Windows...9 Running the Cleo VersaLex installer for AS/ Uninstalling Cleo VersaLex Post-installation configuration Registering your serial number Configure hosts Configure your firewall Chapter 4: Test your installation...13 Chapter 5: Optional configuration Customizing your login page splash image... 15

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5 Chapter 1 About Cleo VersaLex Cleo VersaLex is the platform that powers the Cleo family of Secure Data Integration (SDI) products Cleo LexiCom is a desktop-based client solution for communication with major trading networks. Cleo VLTrader is a server-level solution designed to meet the needs for mid-enterprise organizations. Cleo Harmony is tailored for large enterprise needs. Enterprise capabilities include system monitoring, enhanced business-level dashboards, VLTracker, SNMP traps, dynamic blacklisting, and whitelisting. Technical Support To request technical support: Use the request form at: Call the automated support line at CLEO(2536) or Cleo Technical Support is available from 8am - 5pm CST, Monday through Friday. Requests are handled on a callback basis in the order they are received. The Cleo automated support line or web form will collect your information and your request for support will be placed in our callback queue. A support subscription is required to work with a Cleo technical support analyst. You can find information on Cleo support options at: To ensure your support process goes quickly and smoothly, note where you are in the setup or installation process. Also, note any diagnostic measures taken. 5

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7 Chapter 2 Cleo VersaLex system requirements and recommendations Before you can install and run Cleo VersaLex, your system must meet certain requirements. In addition, there are recommendations regarding your system you should consider before installation. Make sure your system meets the following requirements: If you are using LDAP, you must know the LDAP server you want to connect to and any filters in use. If you do not want to use a self-signed certificate, you can import a certificate of your choice. The computer should have a static IP address. If the computer is behind a firewall, appropriate IP addresses and ports must be open based on Cleo VersaLex configuration. To ensure optimal performance, Cleo VersaLex should be run on a dedicated computer. For example, Cleo VersaLex should not be run on the same computer as a Web Server. For Cleo VersaLex and Cleo VLNavigator, a physical Graphical User Interface (GUI) is required unless you use the optional Cleo Web-based GUI. For Windows: Cleo VersaLex should be installed as a Windows Service. By default, Windows services run under a local system account and do not see mapped network drives. If you must access a network drive through Cleo Harmony, you must use full network path names (UNC paths) instead of mapped network drives. Also, the network share permissions should be reviewed. Hardware and software requirements Your system must meet certain minimum hardware and software requirements to install and run Cleo VersaLex. Your particular hardware and software needs might vary depending on your operating system and the number of simultaneous connections you expect. For more information, visit the site listed below that corresponds to the product you are installing: Cleo Harmony: Cleo VLTrader: Cleo LexiCom: 7

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9 Chapter 3 Installing and configuring Cleo VersaLex Installing Cleo VersaLex requires that you download the installer, and then run the installer from the command line. Downloading the installer Before you can install Cleo VersaLex, you must download the installer file to your system. Open the you received Cleo, and click the download link. The compressed installation file is downloaded to your local system. Continue with running the installer. Running the installer The installer requires that Java be installed on the machine where it is run. Running the Cleo VersaLex installer for UNIX Running the Cleo VersaLex installer for UNIX requires that you change permissions for the install.bin file you downloaded. 1. Navigate to the directory where the install.bin resides. 2. Open a shell and apply Execute permissions to the install.bin file: chmod +x install.bin 3. Run the installer command: sh./install.bin. 4. Follow the on-screen instructions to complete installation. Running the Cleo VersaLex installer for Windows The Cleo VersaLex installation program is named install.exe.go to the directory where the installer file resides and double-click install.exe. Running the Cleo VersaLex installer for AS/400 If you are installing LexiCom directly on the AS/400, refer to the "AS/400 Setup and Installation" section (Appendix E) in the Cleo VersaLex User's Guide. If you are installing on a Windows PC and mapping to the AS/400 through a networked drive, refer to the "AS/400 Network Access Setup" section (Appendix F) in the Cleo VersaLex User's Guide. 9

10 10 Installation and Configuration Guide After referring to the appropriate section in the Cleo VersaLex User's Guide and the installation is complete, continue with configuring Cleo VersaLex. Uninstalling Cleo VersaLex If you encounter problems after installation, it is possible to uninstall Cleo VersaLex. Do one of the following:. Linux: Navigate to the directory in which Cleo VersaLex is installed, and then enter the product-appropriate command as follows:./uninstall\ LexiCom./Uninstall\ VLTrader./Uninstall\ Harmony Windows: Use the Windows Control Panel to uninstall Cleo VersaLex. Post-installation configuration After you run the installer, there is some additional configuration you need to perform. Before you run Cleo VersaLex, you must register your serial number, configure your Cleo VersaLex, and configure your firewall. Registering your serial number For Cleo VersaLex to be fully operational, you must register your serial number. The first time you launch Cleo VersaLex Native UI, it will automatically prompt you to register. The first time you launch the Cleo VersaLex Web UI, it will prompt you for a password in Edit mode, the password is your serial number. The following is a summary of the steps to register. 1. Launch Cleo VersaLex * 2. Enter your serial number and contact information. 3. If the registration is successful, a Cleo VersaLex temporary license is activated. If you have trouble connecting during the registration process you may need to configure Cleo VersaLex for a proxy. Select the Help button on the registration panel for instructions on configuring for a proxy. Once you have purchased and installed Cleo VersaLex into its final production destination, and before the end of the evaluation period, you will want to request your Permanent License. For a description of how to do this, refer to the topic Request a Permanent License located in the the Cleo VersaLex Users Guide. Note: If Cleo VersaLex is installed on a computer without a native GUI (graphical user interface), a web UI is available for use. The web UI is included in Cleo Harmony/Cleo VLTrader and is an add-on feature for Cleo LexiCom. This option is automatically enabled when Cleo LexiCom is installed and will remain functional with your temporary license. If you want to continue using the web UI with Cleo LexiCom make sure you have purchased this option prior to requesting your permanent license. Cleo VersaLex must be running as a service or daemon to use the web UI. Once Cleo VersaLex is running as a service/daemon, the web UI is automatically activated at VersaLexComputer:5080/VLTrader, or for Cleo LexiCom, Cleo VLTrader, Installing and configuring Cleo VersaLex

11 Cleo VersaLex 11 or Cleo Harmony, respectively; where "VersaLexComputer" is the name of the computer where Cleo VersaLex is installed. You can also use the computer's IP address instead of the computer's name. If Cleo VersaLex is not already running as a service/daemon, you can temporarily run it from the command line as follows: For Cleo LexiCom use: LexiComc -s service m For Cleo VLTrader use: VLTraderc -s service m For Cleo Harmony use: Harmonyc -s service m If port 5080 is already used by another application, you can specify a different port using the following command line; where nnnn is the new port number. For Cleo LexiCom use: LexiComc -p "Local Listener" -t "<Host><Httpport>nnnn" For Cleo VLTrader use: VLTraderc -p "Local Listener" -t "<Host><Httpport>nnnn" For Cleo Harmony use: Harmonyc -p "Local Listener" -t "<Host><Httpport>nnnn" After changing the port number, restart the Cleo VersaLex service/daemon. Then use the new port number when starting the web UI: VersaLexComputer:nnnn/VLTrader, or for Cleo LexiCom, Cleo VLTrader, or Cleo Harmony, respectively. The web browser interface will display a Cleo VersaLex login screen. Select the edit option and enter your password, which by default is set as the product serial number. Configure hosts Configure some hosts to facilitate remaining installation, configuration and installation testing tasks. Cleo VersaLex provides you with some pre-configured, generic hosts to allow you to fully specify a client file transfer interface. Use these pre-configured hosts as a starting point or configure your own from scratch. See the Cleo VersaLex Users Guide for details about configuring hosts. Configure your firewall Cleo VersaLex depends on your firewall configuration, which depends on your connection method and host requirements. Make sure you have configured your hosts before you configure your firewall. Generate the Cleo VersaLex TCP/IP Port Usage Report for a description of firewall requirements for the activated and configured host(s). Present the information from this report to your system administrator to verify that your firewall has been configured properly. 1. Start Cleo VersaLex, if necessary. 2. Click Tools > TCP/IP Port Usage. Cleo VersaLex displays a dialog box where you can select the folders you want to report on. 3. Select the appropriate folders and then click Continue. Cleo VersaLex displays the report. 4. Click Save As to save your report. 5. Review the report with the system administrator responsible for your firewall to make sure your configuration is correct. Installing and configuring Cleo VersaLex

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13 Chapter 4 Test your installation Cleo provides a test host for many of the common protocols. Clone and Activate the appropriate test host, then run the test action for that host. A successful result confirms that the firewall is generally configured correctly and that you are ready to test directly with your partner(s). Perform the following steps: 1. Configure your local listener. It must be fully configured for your protocol of choice. See Cleo VersaLex Users Guide for information about configuring your local listener. 2. Make sure you have a local certificate defined. 3. Activate the appropriate test host. Right-click the test host you want to use on the Preconfigured tab within Cleo VersaLex and select Clone and Activate. The test host is added to your Active tab. 4. Make sure an outbound connection to test.cleo.com is available. 5. On the Active tab, expand your test host Run the Cleo Test Host action. 6. Verify results. Look for a success or error message in the Cleo VersaLex message pane. 13

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15 Chapter 5 Optional configuration This section describes some optional configuration tasks. Customizing your login page splash image You can replace the default login page splash image with your own. Place your custom splash screen in the conf/images directory in the VersaLex home directory. The filename must start with splash. (the word splash followed by a period). Supported formats include JPEG, GIF, and PNG. The image can be no larger than 525px x 340px and no smaller than 250px x 100px. You do not need to restart the software for the images to change. 15

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