Edition 2.2 PVCS DIMENSIONS WINDOWS SERVERS INSTALLATION GUIDE



Similar documents
Edition 5.4 PVCS DIMENSIONS UNIX SYSTEMS INSTALLATION GUIDE

Edition 3.1 PVCS. Dimensions. Data Migration Guide

MGC WebCommander Web Server Manager

Server Installation Guide ZENworks Patch Management 6.4 SP2

Edition 3.0 SERENA CHANGEMAN DIMENSIONS DEVELOPMENT INTERFACE IMPLEMENTATION GUIDE

Telelogic DASHBOARD Installation Guide Release 3.6

Core Protection for Virtual Machines 1

Administration guide. Host software WinCCU Installation. Complete gas volume and energy data management

Backup Exec 15. Quick Installation Guide

Topaz Installation Sheet

EXPRESSCLUSTER X for Windows Quick Start Guide for Microsoft SQL Server Version 1

SonicWALL Global Management System Installation Guide Entry Edition. Version 2.1


StruxureWare Power Monitoring 7.0.1

HAHTsite IDE and IP Installation Guide

Virtual CD v10. Network Management Server Manual. H+H Software GmbH

Diamond II v2.3 Service Pack 4 Installation Manual

Sage 100 ERP. Installation and System Administrator s Guide

InventoryControl for use with QuoteWerks Quick Start Guide


About Recovery Manager for Active

UNICORN 7.0. Administration and Technical Manual

Software Installation Procedure (MS Windows)

Oracle Change Management Pack Installation

ArcGIS 9. Installation Guide: Workgroup for Microsoft SQL Server Express

Matisse Installation Guide for MS Windows. 10th Edition

HYPERION SYSTEM 9 N-TIER INSTALLATION GUIDE MASTER DATA MANAGEMENT RELEASE 9.2

Installation Guide. Release 3.1

INSTALL AND CONFIGURATION GUIDE. Atlas 5.1 for Microsoft Dynamics AX

Installation Guide Sybase ETL Small Business Edition 4.2 for Windows

User Manual. Onsight Management Suite Version 5.1. Another Innovation by Librestream

WhatsUp Gold v16.2 Installation and Configuration Guide

Archive Attender Version 3.5

Trend ScanMail. for Microsoft Exchange. Quick Start Guide

UNICORN 6.4. Administration and Technical Manual

EMC NetWorker Module for Microsoft Exchange Server Release 5.1

RSA Authentication Manager 7.1 Basic Exercises

@ptitude Observer. Installation Manual. Part No Revision G

SOS Suite Installation Guide

Network Administrator s Guide and Getting Started with Autodesk Ecotect Analysis

Pearl Echo Installation Checklist

Oracle WebCenter Content Service for Microsoft Exchange

Rev 7 06-OCT Site Manager Installation Guide

Installation & Upgrade Guide. Hand-Held Configuration Devices Mobility DHH820-DMS. Mobility DHH820-DMS Device Management System Software

Dell Statistica Statistica Enterprise Installation Instructions

Batch. Production Management INSTALLATION GUIDE INTEGRATED PRODUCTION & PERFORMANCE SUITE

Sage ERP MAS 90 Sage ERP MAS 200 Sage ERP MAS 200 SQL. Installation and System Administrator's Guide 4MASIN450-08

BillQuick HR Getting Started Guide2015

About This Manual. 2 About This Manual

Symantec Integrated Enforcer for Microsoft DHCP Servers Getting Started Guide

Embarcadero Performance Center 2.7 Installation Guide

WhatsUp Gold v16.1 Installation and Configuration Guide

TIBCO Fulfillment Provisioning Session Layer for FTP Installation

Meridian 1 Meridian 1 Attendant PC LAN Interface Installation Guide

FAS Asset Accounting FAS CIP Accounting FAS Asset Inventory SQL Server Installation & Administration Guide Version

Release Notes: PowerChute plus for Windows 95 and Windows 98

SC-T35/SC-T45/SC-T46/SC-T47 ViewSonic Device Manager User Guide

Veritas Cluster Server Database Agent for Microsoft SQL Configuration Guide

HP Intelligent Management Center v7.1 Virtualization Monitor Administrator Guide

Silect Software s MP Author

Sage 200 Web Time & Expenses Guide

3 Setting up Databases on a Microsoft SQL 7.0 Server

Symantec Backup Exec System Recovery Granular Restore Option User's Guide

Symantec Backup Exec 12.5 for Windows Servers. Quick Installation Guide

Matisse Installation Guide for MS Windows

Windows 2003 Server Installation Guide

BillQuick Agent 2010 Getting Started Guide

Installation Guide for Pulse on Windows Server 2012

XenClient Enterprise Synchronizer Installation Guide

GUARD1 PLUS SE Administrator's Manual

Installation Guide for Pulse on Windows Server 2008R2

Synchronizer Installation

1 Review Information About this Guide

RSView 32 ACTIVE DISPLAY SYSTEM GETTING RESULTS GUIDE. PUBLICATION VW32AD-GR001E-EN-E July 2011 Supersedes Publication VW32AD-GR001D-EN-E

Trend Micro Incorporated reserves the right to make changes to this document and to the products described herein without notice.

TASKE Call Center Management Tools

Web Filter. SurfControl Web Filter 5.0 Installation Guide. The World s #1 Web & Filtering Company

QACenter Installation and Configuration Guide. Release 4.4.2

Operating System Installation Guide

Network Scanner Tool R3.1. User s Guide Version

Interworks. Interworks Cloud Platform Installation Guide

Installation Guide v1.11 and Higher

Crystal Reports Installation Guide

Esi-Mail. Setup and User s Guide. Visit for up-to-date help Rev. A

DownStream Installation Guide

Symantec Backup Exec TM 11d for Windows Servers. Quick Installation Guide

Installing Windows Rights Management Services with Service Pack 2 Step-by- Step Guide

Administrator s Guide

MAS 90. Installation and System Administrator's Guide 4WIN /04

AdminToys Suite. Installation & Setup Guide

NTP Software QFS for NAS, NetApp Edition Installation Guide

McAfee Total Protection Service Installation Guide

FileMaker 12. ODBC and JDBC Guide

Symantec LiveUpdate Administrator. Getting Started Guide

Quick Start Guide 0514US

Registered Trademarks and Proprietary Names

Initial Installation and Configuration

GFI Product Manual. Getting Started Guide

Symantec Backup Exec System Recovery Exchange Retrieve Option User's Guide

Studio 5.0 User s Guide

Transcription:

Edition 2.2 PVCS DIMENSIONS WINDOWS SERVERS INSTALLATION GUIDE

Copyright 2002 MERANT. All rights reserved. PVCS and MERANT are registered trademarks, and PVCS Change Manager for Oracle, PVCS Dimensions, MERANT Collage, PVCS Content Manager, PVCS Metrics, PVCS Pulse, PVCS Replicator, PVCS TeamLink, PVCS Tracker, PVCS TrackerLink, PVCS Version Manager, PVCS VM I-Net and WishLink are trademarks of MERANT. All other trademarks are the property of their respective owners. ACKNOWLEDGEMENT. PVCS Dimensions is implemented using the ORACLE relational database management system. ORACLE is a registered trademark of Oracle Corporation, Redwood City, California. No part of this publication may be copied, photocopied, reproduced, transmitted, transcribed, or reduced to any electronic medium or machinereadable form without prior written consent of MERANT. Licensee may copy the software product user documentation contained on a CD-ROM, but only to the extent necessary to support the users with authorized access to the software in accordance with the license agreement applicable to the software. Any reproduction of such software product user documentation, regardless of whether the documentation is reproduced in whole or in part, must be accompanied by this copyright statement in its entirety, without modification. U.S. GOVERNMENT RESTRICTED RIGHTS. It is acknowledged that the Software and the Documentation were developed at private expense, that no part is in the public domain, and that the Software and Documentation are Commercial Computer Software provided with RESTRICTED RIGHTS under Federal Acquisition Regulations and agency supplements to them. Use, duplication or disclosure by the U.S. Government is subject to restrictions as set forth in, among other sources, DFARS 252.227-7015 and 227.7202, or subparagraphs (c)(1) and (2) of the Commercial Computer Software Restricted Rights at FAR 52.227-19, as applicable. Contractor is MERANT, 3445 NW 211th Terrace, Hillsboro Oregon 97124. Rights are reserved under copyright laws of the United States with respect to unpublished portions of the Software. MERANT 3445 NW 211th Terrace Hillsboro, Oregon 97124 Part Number: MA-DIM72-WSINST

3 Table of Contents Welcome to Dimensions...................... 9 Typographical Conventions............................ 10 Ordering Hard-Copy Manuals.......................... 11 Contacting Technical Support.......................... 11 1 Introduction................................ 15 Dimensions Component Binaries....................... 16 Dimensions Server Windows Binaries................. 16 Dimensions Client Windows Binaries................. 16 Dimensions I-Net Binaries.......................... 17 Dimensions WebDAV Binaries....................... 17 Server System Requirements........................... 17 Summary of Installation Activities...................... 19 Note on Installation Activities....................... 20 Default Installations................................. 20 2 Pre-Installation Activities..................... 21 Before You Install................................... 22 Pre-Installation Procedures............................ 22 Creating a Tool Manager Account................... 22 Determining Your Host ID for Licensing............... 23 Installation Considerations............................ 24 General Checks................................... 24 Choosing a Process Model.......................... 25 Working with Multiple Oracle Homes................ 26

4 Table of Contents Security Considerations: Using an NTFS File System for the CD-1 Binaries............................... 26 3 Oracle and Dimensions Server Installation....... 29 Oracle Server Installation Overview.................... 30 Dimensions Server Installation Overview................ 31 Installing Dimensions without Creating a Base Database..................................... 32 Installing Oracle and Dimensions...................... 34 Installation Process Diagram....................... 34 Starting the Installation........................... 35 Specifying Dimensions Installation Parameters........ 36 Using Default Parameters......................... 40 Customizing Oracle Parameters.................... 41 Customizing Database Parameters.................. 43 Customizing Dimensions Server Parameters........... 45 Customizing Replicator Parameters................. 46 Progress Monitoring................................. 48 Error Recovery..................................... 49 Incomplete Installation........................... 49 Oracle Installation Log Information................. 50 4 Post-Installation Activities.................... 51 After You Install.................................... 52 Licensing Dimensions Products........................ 52 About Dimensions Licenses........................ 52 About Flexlm................................... 53 Licensing Dimensions Products after Installation....... 54 About the license.dat File......................... 54 Enabling a FLEXlm License......................... 56 Installing a Demo License......................... 58

Table of Contents 5 Updating the Registry for Windows NT FAT/FAT32 File Systems.......................................... 59 Using Dimensions on a Multi-Homed Server.............. 60 Installing Dimensions Published Views................... 60 Setting Up Dimensions Configuration Variables........... 61 Running Dimensions Network Tests..................... 62 Accessing the Payroll Demonstration Product............. 62 5 Dimensions I-Net and WebDAV Server Installation................................. 65 Introduction........................................ 66 Dimensions I-Net Components...................... 66 WebDAV Server Components....................... 67 Before You Install................................... 68 System Requirements............................. 68 Server Prerequisites............................... 68 Upgrading from Dimensions 7.0 or 7.1.................. 68 Installing Dimensions I-Net and WebDAV Server.......... 69 Starting and Stopping Dimensions I-Net and WebDAV Server............................................ 71 Configuring Microsoft IIS Web Servers................... 72 Updating the Registry with iis_redirect.reg............ 72 Adding ISAPI Filters............................... 73 Creating Virtual Web Directories.................... 74 Configuring Security.............................. 75 Troubleshooting IIS Web Server..................... 76 Configuring iplanet and SunOne Web Servers............ 76 Running Tomcat as a Service........................... 77 Starting Dimensions I-Net Client....................... 78

6 Table of Contents Uninstalling Dimensions I-Net and WebDAV Server....... 79 A Guidelines for Estimating the RDBMS Database Size....................................... 81 Factors which affect the Size of the RDBMS Database..... 82 B De-Installing Dimensions..................... 83 Introduction....................................... 84 De-Installing Server Components...................... 85 Stopping Dimensions and Oracle Services............ 85 Removing Programs.............................. 86 Files not Deleted during De-Installation.............. 87 C Floating License Management................. 89 Multiple Vendors Using FLEXlm....................... 90 Options File........................................ 91 License Administration Tools.......................... 93 LMTOOLS GUI...................................... 95 Service/License File Tab............................ 95 System Settings.................................. 98 Utilities........................................ 99 Start/Stop/Reread................................ 100 Stop/Reread.................................... 101 Switch Report Log............................... 102 Server Status.................................... 103 Server Diagnostics............................... 104 Configure Services............................... 105 D Setting Dimensions Symbols.................. 107 Introduction....................................... 108 Modifying pcms.cfg Entries........................... 110

Table of Contents 7 Installation and File Location Symbols................... 111 PCMS_TMP...................................... 111 PCMS_REMOTE_FILE_AREA......................... 111 Specifying a Database To Connect To.................... 112 LOCAL and PCMSDB.............................. 112 Setting up a Database Alias........................ 114 Sending Mail to Dimensions Users...................... 116 PCMS_MAILS.................................... 116 The Default Mail Client pcmsmail.................... 117 Printing Data....................................... 120 PCMS_PRINT..................................... 120 Deleting Unwanted Files.............................. 120 PCMS_DELETE.................................... 120 Reporting and Optional Symbols....................... 121 Windows 2000/NT Server Log On Domain................ 121 PCMS_LOGON_DOMAIN........................... 121 Networking and Replication........................... 122 Heterogeneous Networking........................ 122 PCMS_SERVICE_PCMS_SDP_TCP and PCMS_SERVICE_PCMS_REPLICATOR_TCP.............. 123 PCMS_SERVICES_FILE.............................. 124 Other Replicator Symbols.......................... 124 Code Page Settings.................................. 125 PCMS_CODEPAGE................................ 125 PCMS_EBCDIC_CODEPAGES......................... 125 PCMS_DEFAULT_CODEPAGE........................ 126 Command Security................................... 126 PCMS_FILE_ENCRYPTION........................... 126

8 Table of Contents E Item Library Security on Windows 2000/NT Server..................................... 129 Protection......................................... 130 Library Access Process: PVCS Dimensions Listener Service... 131 Item Library Node Location........................... 131 Changing an Item's Format Definition.................. 132 F Trouble Shooting (Windows 2000/NT 4.0 Server).. 133 Installation Problems................................ 134 Connection Problems................................ 137 G Interconnecting Dimensions 6.0 and 7.2 Servers.. 139 Updating the dfs.dat File............................. 140 Index..................................... 143

9 Welcome to Dimensions Thank you for choosing MERANT PVCS Dimensions, a powerful process management and change control system that will revolutionize the way you develop software. Dimensions helps you organize, manage, and protect your software development projects on every level from storing and tracking changes to individual files, to managing and monitoring an entire development cycle. Purpose of this manual This guide documents the: pre-installation activities, installation procedure, and post-installation activities (including licensing) required for the Windows 2000/NT Server Dimensions Server and the bundled Oracle Server. Additionally, it describes how to access the payroll demonstration product that enables you to quickly get started using Dimensions. Installation of the Windows 2000/98/NT Server Dimensions Windows Client Components and associated Oracle Developer 6 runtimes is described in the related document Installation Guide for Windows Clients. For more information There is also a companion guide that describe how to install the Dimensions Server and Oracle Server on UNIX platforms. Refer to the PVCS Dimensions Getting Started Guide for a description of the Dimensions documentation set, a summary of the ways to work with Dimensions, and instructions for accessing the Online Help.

10 Welcome to Dimensions Edition status This is Edition 2.2 of the. The information in this edition applies to Release 7.2 of PVCS Dimensions or later. This edition supersedes earlier editions of this manual. Typographical Conventions The following typographical conventions are used in the online manuals and online help. These typographical conventions are used to assist you when using the documentation; they are not meant to contradict or change any standard use of typographical conventions in the various product components or the host operating system. Convention italics bold UPPERCASE monospace monospaced italics monospace bold vertical rule Explanation Introduces new terms that you may not be familiar with and occasionally indicates emphasis. Emphasizes important information and field names. Indicates keys or key combinations that you can use. For example, press the ENTER key. Indicates syntax examples, values that you specify, or results that you receive. Indicates names that are placeholders for values you specify; for example, filename. Indicates the results of an executed command. Separates menus and their associated commands. For example, select File Copy means to select Copy from the File menu. Also, indicates mutually exclusive choices in a command syntax line.

Ordering Hard-Copy Manuals 11 Convention Explanation brackets [] Indicates optional items. For example, in the following statement: SELECT [DISTINCT], DISTINCT is an optional keyword.... Indicates command arguments that can have more than one value. Ordering Hard-Copy Manuals As part of your Dimensions license agreement, you may print and distribute as many copies of the PVCS Dimensions manuals as needed. If you do not want to print each of these online manuals, you can order hard-copy versions from MERANT. To order, please contact your sales representative for assistance. Contacting Technical Support MERANT provides technical support for all registered users of this product, including limited installation support for the first 30 days. If you need support after that time, contact us using one of the methods below or purchase further support by enrolling in the SupportNet program. For more information about SupportNet, contact your sales representative. Technical support is available 24 hours a day, 7 days a week, with language-specific support available during local business hours. For all other hours, technical support is provided in English.

12 Welcome to Dimensions WWW SupportNet Customers can report problems and ask questions on the SupportNet web page: http://support.merant.com/ To submit an issue, click on the Report a Problem link and follow the instructions. The SupportNet Web site contains up-to-date technical support information, which you can access from the SupportNet web page. Our SupportNet Community shares information via the Web, automatic E-mail notification, newsgroups, and regional user groups. SupportNet Online is our global service network that provides access to valuable tools and information for an online community for users. SupportNet Online also includes a KnowledgeBase, which contains how-to information and allows you to search on keywords for technical bulletins. You can also download fix releases for your PVCS products. E-mail pvcs.answerline@merant.com Telephone Asia Pacific +61 3 9522 4455 Australia 1800 335 664 Österreich 0800 292 783 België 0800 724 61 (Nederlands gesproken) Belgique (Langue Française) 0800 774 79 France 0800 915 607 Deutchland 0800 1822 496 Hong Kong 800 900 521 Italia 800 791 179 Japan 0120 749090 or 00531 790014 (within Japan only) Nederland 0800 022 1609

Contacting Technical Support 13 All countries, for support in the following languages between 09.00 and 18.00 CET (Central European Time) New Zealand 0800 444 515 Singapore 800 4481 230 South Africa 0800 99 1115 South Korea 003 0844 0044 (Korean) España 900 968 929 Suisse (Langue 0800 836 736 Française) Schweiz (Deutschsprachig) United Kingdom and Ireland USA, Canada, and Mexico Nederlands gesproken 0800 836 737 0808 100 2672 1 800 443 1601 +44 1727 811 881 English Speaking +44 1727 811 122 Langue Française +44 1727 811 289 Deutschsprachig +44 1727 811 312 Idioma Italiano +44 1727 811 136 Habla Español +44 1727 811 134 Fax Asia Pacific, Australia, and New Zealand +61 3 9522 4477 Europe, Middle +44 1727 812 665 East, and South or Africa +44 1727 869 804 Japan +81 3 5456 5434

14 Welcome to Dimensions Mail U.S. 1 503 645 6260 3445 NW 211th Terrace, Hillsboro, OR 97124 USA When you contact us, include the following information: The product serial number located on the Product Registration Information card in the box. The number will be checked to verify your eligibility to receive support. If you do not have a current SupportNet contract, we will ask that you speak with a sales representative. Your name and organization. On a first-time call, you may be asked for full customer information including location and contact details. The version and build number of the PVCS product you are using. The type and version of the operating system you are using. Any third-party software and other environmental information necessary to understand the problem. A brief description of the problem and the steps necessary to re-create it. Specific error messages are needed. Depending on the complexity of the problem, you may be asked to submit a re-creatable example demonstrating the problem. An assessment of the severity level of the reported problem.

15 1 Introduction In this Chapter For this section See page Dimensions Component Binaries 16 Server System Requirements 17 Summary of Installation Activities 19 Default Installations 20

16 Chapter 1 Introduction Dimensions Component Binaries Dimensions Server Windows Binaries The Dimensions Server Windows binaries are supplied on a single CD-ROM called CD-1. The Windows binaries on CD-1 can only be installed on platforms hosting Windows NT 4.0/2000 Server platforms, and comprise: Dimensions Server Oracle Server runtime PVCS Replicator [licensed option] Enables all Dimensions Configuration Management Server facilities. The RDBMS foundation software used by Dimensions. Provides item replication and management across remote Dimensions databases via a commandline and/or GUI-forms administration interface. Installation of the above Dimensions Server Windows binaries is the subject of the remainder of this guide. Dimensions Client Windows Binaries The Dimensions Client Windows binaries are supplied on a CD-ROM called CD-2. The Windows binaries on CD-2 can only be installed on platforms hosting Windows 98/NT 4.0/2000. See the PVCS Dimensions Installation Guide for Windows Clients for more information. CAUTION! If you intend to install both the CD-1 and CD-2 binaries on the same machine, you must install those from CD-1 first. This will ensure that the Oracle 8i server runtime is installed.

Server System Requirements 17 Dimensions I-Net Binaries Dimensions I-Net is treated as a separate component. Its binaries are held on a separate CD-ROM called CD-4. It can be installed only after CD-1 has been installed. Please refer to Chapter 5, Dimensions I-Net and WebDAV Server Installation for specific instructions. Dimensions WebDAV Binaries Dimensions WebDAV is treated as a separate component. Its binaries are held on a separate CD-ROM called CD-4. It can be installed only after CD-1 has been installed. Please refer to Chapter 5, Dimensions I-Net and WebDAV Server Installation for specific instructions. Server System Requirements Operating Systems: Windows NT 4.0 Server SP6a Windows 2000 Server SP2 Hardware Requirements: Memory: At least 512Mb RAM; recommend 1Gb RAM. Processor: 500MHz Intel Pentium III; recommend 1GHz Intel Pentium 4. Display: SVGA at 1024x768 resolution with 256 colors; recommend SVGA at 1280x1024 resolution with 256 colors. Disk space: The disk space requirements are detailed in the following table and can be met by using more than one disk.

18 Chapter 1 Introduction However, major groups of files (e.g. Oracle or Dimensions binaries), an individual Oracle Database file and a Dimensions item library, cannot span more than one disk. Additional disk space will be required for Dimensions libraries to house items according to size and method of storage (e.g. whether or not delta libraries are being used for items). Server Tool Space (Mb) Dimensions 50 ORACLE 630 (a) Database (minimum) 225 (b) PVCS Replicator 16 a. 25Mb of this space must be available on the Windows System disk. b. For calculating the database size for larger installations, see Appendix A, Guidelines for Estimating the RDBMS Database Size. Software: Microsoft TCP/IP Dimensions will not function unless you have TCP/IP installed. If it is not installed, you will receive the error message Cannot Create Socket in the Windows 2000/NT Server Event View for the PVCS Dimensions Listener Service. Oracle Server 8.1.7.2.1 and SQL NET8 Oracle Server and SQL NET are installed with Dimensions. IMPORTANT! Dimensions 7.2 is only certified and supported by MERANT with the Oracle software distributed on Dimensions 7.2 installation CDs. Customers with their own Oracle software are strongly advised not to try and configure the Dimensions binaries to use that software, as such configurations have not been certified by MERANT.

Summary of Installation Activities 19 If, however, you have an existing Dimensions 6.0, 7.0 or 7.1 installation that was successfully configured to use a database created from your own installation of Oracle (i.e. you did not install Oracle from Dimensions CD-1) then you will still be able to upgrade to Dimensions 7.2 and retain your Oracle installation. See the related manual Upgrading from Dimensions 6 to 7 and the README for details. Summary of Installation Activities The installation procedure comprises a number of activities that have to be completed in the following order: 1 Pre-Installation Activities (Mandatory, see Chapter 2). 2 Oracle Server Installation (Mandatory, see Chapter 3). 3 Dimensions Server Installation (Mandatory, see Chapter 3). 4 Post-Installation Activities (Mandatory, see Chapter 4), including licensing (if not performed as a preinstallation activity). 5 Dimensions I-Net and/or Dimensions WebDAV (Optional, see Chapter 5).

20 Chapter 1 Introduction Note on Installation Activities For the sake of clarity, throughout this installation guide it is assumed that the Oracle software, Dimensions software and Dimensions database will be installed in the following operating system directories: c:\pvcs\dimensions\orant\ c:\pvcs\dimensions\7.2\ c:\pvcs\dimensions\orant\database\ You can modify these if your requirements are different. Default Installations During installation of the CD-1 Server binaries, answers to installation questions are stored in the Windows 2000/NT Server registry. These replies will then become the default answers for subsequent Windows Clients (CD-2) installations or Windows Server components (CD-1) re-installations (with the exception of the Windows 2000/NT Server password of the Dimensions Tool Manager). In case you need to contact the PVCS Support Center, it is recommended that you save a copy of the log file, located in %PCMS_ROOT%\InstallTemp\CD1InstallSettings_<date>_ <time>.txt.

21 2 Pre-Installation Activities In this Chapter For this section See page Before You Install 22 Pre-Installation Procedures 22 Installation Considerations 24

22 Chapter 2 Pre-Installation Activities Before You Install Before you begin installing Dimensions, make sure you follow the pre-installation procedures in this section. Also read through the installation considerations to be sure you are prepared for the installation. Pre-Installation Procedures Complete the following procedures before beginning the installation: Create a Tool Manager Account (required) Determine Your Host ID for Licensing (optional) Creating a Tool Manager Account Before you install Oracle or Dimensions, you must create an operating-system user account for the Dimensions Tool Manager. Normally this user account will be pcms, and this will be the assumption for the remainder of this guide; however, an alternative user account can be assigned if so desired. See your Windows documentation for instructions on how to create a user account. NOTE The tool manager account should be an ordinary user account without administration privilege.

Pre-Installation Procedures 23 Determining Your Host ID for Licensing To enable the PVCS Support Center to generate a license file for your particular Dimensions configuration, you need to fill in and return a License Key Request form (see Licensing Dimensions Products on page 52 for an explanation of Dimensions licenses). You can return this form before or after you perform the installation. What are the advantages to performing the installation with or without a license? If you perform the installation without a full license, you can use the software immediately by specifying a demo license. The demo license allows you to run the software for a specified period of time. NOTE The demo license does not support PVCS Dimensions Replicator. If you require a REPLICATOR license, please contact the PVCS Support Center. If you perform the installation with a full license, the installation will automatically enable Flexlm for you. Otherwise, you would have to manually enable Flexlm once you install a full license. To complete the License Key Request form before installing, follow this procedure to determine the host-id of the node to be used as the license server node. To determine the host-id before installation: Run either of the following operating-system commands and note the physical address of the Ethernet adapter: ipconfig /all or

24 Chapter 2 Pre-Installation Activities nbtstat a <Server Name> Installation Considerations In addition to performing the pre-installation procedures, make sure you consider the following: General checks Choosing a process model Working with Multiple Oracle Homes Security consideration: Using an NTFS File System for the CD-1 Binaries General Checks Ensure that sufficient disk space is available for the installation of the Oracle Server runtime (including 50Mb free space on the Windows System disk) and Dimensions Server, now and in the foreseeable future. Ensure that you have available your FLEXlm license details for the server node provided by the PVCS Support Center as you will be prompted for these during the installation. Alternatively you can enter the license as a post-installation activity. If you have a Simple Mail Transfer (SMTP) e-mail system (e.g. sendmail) on your network, ensure that you have available the server details as you will also be prompted for these during the installation. Refer to page 116 if you wish to tailor the Dimensions symbol PCMS_MAILS to specify your own particular mailing software.

Installation Considerations 25 If you have an earlier version of Dimensions installed which you intend to upgrade to Dimensions 7.2, then it must be Dimensions 6.0, 7.0 or 7.1. If its release level is earlier than 6.0, you must upgrade to Dimensions 6.0 first. Please refer to the edition of this document shipped with the Dimensions 6.0 Server (Edition 2.0) and to PVCS Dimensions Upgrading from Dimensions 5.0 to 6.0. If you intend to install both the CD-1 and CD-2 binaries on the same machine, you must install those from CD-1 first. This will ensure that the Oracle 8i server runtime is installed. If you intend to use an Oracle database character set other than US7ASCII, MERANT strongly advises you to consult PVCS Support Center before proceeding. Choosing a Process Model During installation of Dimensions you will be prompted to select one of the following process models: Entry Level which deploys the Entry Level Process Model and an associated sample Dimensions project called The Learning Project, suitable for users with PVCS Pro experience who wish to introduce process into their company work practices. Intermediate which deploys the Intermediate Process Model and an associated sample Dimensions project Payroll for users with established, stable process covering the software development lifecycle Other applicable to users who wish to use the standard generic process model or to advanced users who have their own generic process model.

26 Chapter 2 Pre-Installation Activities NOTE If you are an existing Dimensions user and have an export of your generic process model, then you can import it into the PCMS base database. Please check with the PVCS Support Center regarding the validity of the process model before attempting to import it. The standalone Process Model Installer enables you to additionally post-install the Entry Level or Intermediate process model (together with the respective appropriate Learning Project or Payroll demonstration product). For example, if you choose the Intermediate process model at the time of installation, you can later additionally install the Entry Level process model. For more information on the process models and the Process Model Installer, please read the PVCS Dimensions Deployment Guide before you start the installation. Working with Multiple Oracle Homes Dimensions 7.2 Oracle Server supports multiple Oracle homes. If an existing Oracle Server is detected during installation, you will be prompted to: Use the existing Oracle Server as the home for Dimensions 7.2, as well as for any existing third-party software. Install the Oracle Server from CD-1 as a new (second) installation as the exclusive home for Dimensions 7.2 use. MERANT recommends that you choose this option. Security Considerations: Using an NTFS File System for the CD-1 Binaries The Windows 2000/NT Server NTFS file system is the recommended choice for disk file system upon which the CD-1

Installation Considerations 27 binaries are to be installed. NTFS has the great advantage of allowing all levels of security to be applied on files and directories. See also Appendix E, Item Library Security on Windows 2000/NT Server. After the installation, it is the responsibility of the site security administrator to make secure all Dimensions installed server components and to ensure that all Dimensions data files have the required access privileges specifically that they cannot be deleted by ordinary users. In particular the following require to be protected: Dimensions repository Oracle database files Product item libraries Executables and DLLs All files in the directory %PCMS_ROOT%\prog In addition to the files and directories, the Windows registry must also be protected. NOTE The administrator must be familiar with the workings of Dimensions and Windows 2000/NT Server security policies. They must also guarantee that all changes to the access privileges are noted and tested to ensure that Dimensions continues to function correctly. See also Chapter 4, Post-Installation Activities.

28 Chapter 2 Pre-Installation Activities

29 3 Oracle and Dimensions Server Installation In this Chapter For this section See page Oracle Server Installation 30 Overview Dimensions Server Installation 31 Overview Installing Oracle and Dimensions 34 Progress Monitoring 48 Error Recovery 49

30 Chapter 3 Oracle and Dimensions Server Installation Oracle Server Installation Overview Oracle Version 8.1.7.2.1 runtime server and the associated Oracle Tools are installed when you select these options during the installation: Install Dimensions Oracle 8.1.7.2.1 Create Dimensions Oracle Instance The installation: Automatically checks if any Oracle server and/or Oracle instance has already been installed. If Dimensions 7.2 Oracle instance is already present, the Create Dimensions Oracle Instance option will not be shown. If a Dimensions 6.0, 7.0 or 7.1 Oracle instance is already present, the Create Dimensions Oracle Instance option will be replaced with an Execute Dimensions Oracle Instance Upgrade option. If a Dimensions 7.2 Oracle server is already present, the Install Dimensions Oracle 8.1.7.2.1 option will be replaced with a Reinstall Dimensions Oracle 8.1.7.2.1 option. Copies the Oracle files into an appropriate directory structure. Optionally, creates an RDBMS database of the minimum default size specified in Server System Requirements on page 17. The creation process will generate four data files, two redo log files and a control file. It will also start up Oracle by creating services with names similar to: OracleServicePCMS OracleDimensionsTNSListener

Dimensions Server Installation Overview 31 The following Oracle services which are created by the Oracle Universal Installer do not need to be started to access Dimensions: OracleDimensionsAgent OracleDimensionsClientCache OracleDimensionsCMAdmin OracleDimensionsDataGatherer NOTE You will not need to create a database if you wish to use an existing database which resides on a different machine to the one you are installing. If this is the case, then you must ensure that the machine hosting the database is accessible by TCP/IP. Dimensions Server Installation Overview The Dimensions server, the Dimensions database, and PVCS Replicator are installed when you select these options during the installation: Install Dimensions Server 7.2 Create Dimensions Database Install PVCS Replicator 1.3 The installation: Automatically checks if any Dimensions server, Dimensions database, and/or PVCS Replicator has already been installed. If none is detected, the above installation options will be displayed. If those corresponding to a version of Dimensions earlier than 7.2 are detected, the options to upgrade earlier versions of components will be displayed.

32 Chapter 3 Oracle and Dimensions Server Installation If those corresponding to Dimensions 7.2 are detected then reinstallation options will be available. Copies the Dimensions files. Creates the Dimensions configuration file pcms.cfg (as described in Appendix D, Setting Dimensions Symbols ). Optionally creates a Dimensions base database within the selected Oracle instance. NOTE You will not need to create a local database if you are only going to use a database on a remote node. Installing Dimensions without Creating a Base Database You may want to install the Dimensions server without creating a Dimensions base database. To do this, uncheck the following options during the installation: Create Dimensions Oracle Instance Create Dimensions Database See the related document PVCS Dimensions Database Administrator s Guide for a discussion of Dimensions base databases. Example Scenarios The following section describes scenarios in which the above options must be unchecked.

Dimensions Server Installation Overview 33 NOTE Please refer to PVCS Dimensions Network User s Guide for a definition of the terms NET, DFS, SDP and Oracle SID used below. This installation is normally used in conjunction with a node that will be a NET or DFS node i.e. one using an RDBMS resident on a remote node accessible by TCP/IP. Scenarios such as the following are examples of when you would wish to perform such an installation: You wish to create a Windows Dimensions DFS or NET node hosting item libraries. You wish to create a Windows Dimensions DFS or NET node for managing PC Client logins via that node to a remote Dimensions database server installation. Reasons why you may wish to do this include: The users do not have operating system accounts on the Dimensions database server. To balance loads on the remote Dimensions server. The screens that you will receive during installation are essentially the same as for a full installation, but will be a subset. All screens relating to the database are excluded, except that you will receive the screen for the server node where the Oracle Database resides and the Oracle SID on the Server. Such an Oracle client installation will require a server node with both the Oracle and Dimensions binaries installed and a database created. To enable network connection from the client node, the Oracle server must be running an additional process on the node hosting the database. This will be the case if the Oracle TNS Listener has been started up.

34 Chapter 3 Oracle and Dimensions Server Installation Installing Oracle and Dimensions Installation Process Diagram This section organizes the installation process into several highlevel sections, with detailed steps describing each page in the installation wizard. The following diagram shows the high-level sections so that you can view the basic flow of the installation. If you are reading this guide online, click the text in the diagram to go to the corresponding section. Start Start Installation Specify Installation Parameters Default or Custom Parameters? Default Use Default Parameters Custom Customize Oracle Parameters Customize Database Parameters Customize Server Parameters Customize Replicator Parameters Install Files Stop

Installing Oracle and Dimensions 35 Starting the Installation CAUTION! Ensure that all Windows programs are shut down before beginning the installation this especially includes background programs such as virus checkers. If you do not shut down these programs, the installation may fail. Also ensure that there are no Oracle databases/services running. Start installation 1 Log in as a local Administrator. 2 Insert CD-1 into the CD-ROM drive. 3 If the installation program does not automatically start, do one of the following: From My Computer, right-click the CD-ROM icon and select AutoPlay. Run setup.exe from the CD-ROM drive. 4 Click Read Me to view the Dimensions Readme file, or click Next to start the installation. 5 Read the license agreement and click Yes to accept the terms. 6 If Oracle services are active, you will be asked if you want the installation program to attempt to shut it down. Click Yes to activate the automatic shutdown. 7 If you have an existing non-dimensions Oracle installation, you will be asked to select the Oracle home name from a presented list. You are strongly recommended to select Dimensions from this list, as other Oracle configurations have not been certified by MERANT for use with Dimensions, see the IMPORTANT! note on page 18.

36 Chapter 3 Oracle and Dimensions Server Installation Specifying Dimensions Installation Parameters 8 Select the components you wish to install. Note that the options you select are not installed until you confirm your selections in the final summary screen (though they are saved in the Windows registry). Component Install Dimensions Oracle 8.1.7.2.1 Create Dimensions Oracle Instance Install PVCS Dimensions Server 7.2 Create Dimensions Database Install PVCS Replicator 1.3 Installation Process Install the Oracle Server binaries. Create an Oracle instance including database tables, log files and Windows 2000/ NT Server services. (a) Install the Dimensions Server binaries. (a) Create a Dimensions base database in an existing Oracle instance. (a)(b) Install PVCS Replicator and create the PVCS Replicator Service. (a)(b) PVCS Replicator is a separately licensed product. If you do not have a license, you must not install the product. a. Requires a compatible Oracle Server installation. b. Requires a compatible Dimensions Server installation.

Installing Oracle and Dimensions 37 9 Select the license option and click Next. Option Enter full license. Enter Demo license. Action Prompts you for the location of the folder containing the new license.dat file you received from PVCS Support Center. The installation will copy the license.dat file to a standard location beneath the Dimensions directory. By default, this location is C:\Pvcs\Dimensions\license. The installation will also enable the Flexlm license service. Prompts you for the key and expiration date supplied with your product shipment or by PVCS Support Center. These parameters are not case-sensitive. The installation will create a license.dat file that contains the key and date you specify here. By default, the license.dat file is copied to the C:\Pvcs\Dimensions\license directory. For more information, see... Appendix C, Floating License Management, on page 89. Installing a Demo License on page 58. NOTE A Demo license is an uncounted license, which means it does not require the Flexlm license service to be configured and running. Enter license later (default). Allows you to proceed without entering any licensing information. Licensing Dimensions Products after Installation on page 54.

38 Chapter 3 Oracle and Dimensions Server Installation Option Use existing license. Action Select this option only if you have an existing Dimensions 7.0 or 7.1 installation and you are re-installing, or you are upgrading from Dimensions 6.0. For more information, see... 10 Accept the default destination folder for Oracle or click Browse to select a different location, and click Next. 11 Accept the default destination folder for Dimensions Server or click Browse to select a different location, and click Next. 12 If you selected the Create Dimensions Database option in step 8, you can accept the default Dimensions database size (500 MB) or enter a different size. 13 Select the process model you wish to use and click Next: Entry Level: Installs the Entry Level process model and the associated sample Dimensions Learning Project product in the location you specify. Intermediate: Installs the Intermediate process model and associated sample Dimensions Payroll product in the location you specify. Other: Allows you to specify your own generic process model or one of the three process model export files (Generic, Entry Level, or Intermediate) supplied with Dimensions 7.2, and located respectively as follows: C:\PVCS\Dimensions\7.2\dbase\generic.exp C:\PVCS\Dimensions\7.2\Process_Models\ entry_level_cpl.exp C:\PVCS\Dimensions\7.2\Process_Models\ intermediate_cpl.exp

Installing Oracle and Dimensions 39 where C:\PVCS\Dimensions\7.2 must be replaced by your Dimensions server home directory. IMPORTANT! The above export files will install empty process models. If you wish to install the Entry Level process model with the associated sample Dimensions Learning Project product or the Intermediate process model with the associated sample Dimensions Payroll product you should choose the appropriate option from the first two options. Having made a choice here, the standalone Process Model Installer additionally enables you to post-install the Entry Level or Intermediate process model (together with the respective appropriate Learning Project or Payroll demonstration product). For example, if you choose the Intermediate process model at the time of installation, you can later additionally install the Entry Level process model. IMPORTANT! If you are an existing Dimensions user and have an export of your generic process model, please check with the PVCS Support Center regarding the validity of the process model before attempting to import it. 14 For the Entry Level and generic process models, accept or change the default login ID for the Tool Manager. For the Intermediate process model, specify the login IDs for known users or leave the default login IDs as shown. 15 To specify the rest of the Dimensions installation parameters, select: Use default parameters: Select this option if you are rerunning the Server installation using the previous installation s default parameters or if you wish to install a demonstration product. Go to step 16, Using Default Parameters, below. Customize parameters: Select this option if you want full control of your installation parameters. This option allows

40 Chapter 3 Oracle and Dimensions Server Installation you to confirm and change the required values for the selected Dimensions Server components. Go to step 16, Customizing Oracle Parameters on page 41. Using Default Parameters Continue default installation 16 If you selected the Install Dimensions Server option in step 8 and no value is stored in the registry, you can enter the name of a machine on your network that runs a SMTP mail server. If you do not intend to use SMTP, leave the host blank Refer to PCMS_MAILS on page 116 if you wish to tailor the Dimensions symbol PCMS_MAILS to specify your own mail software. 17 if you selected the Install PVCS Replicator option in step 8, you can enter and confirm the Windows 2000/NT Server password for the Tool Manager of the Dimensions database. The user ID for the Tool Manager is the value you specified in step 14. NOTE The installation program checks that the user you specified exists in the domain. If the user does not exist or there is a problem contacting the Primary Domain Controller, a warning message is displayed and the installation continues. In this case, it is highly likely that the installation will not be able to start the Replicator Service. When the installation is complete, you must correct the login problem and manually start the Replicator service from Start Settings Control Panel Services. Finish default installation 18 Review your installation settings carefully and click Install if they are correct and complete. Go to Progress Monitoring on page 48.

Installing Oracle and Dimensions 41 To make changes, you must click Back until you reach the Dimensions Server Components page (step 8) and start the installation sequence again. Customizing Oracle Parameters Continue custom installation 16 Review the Oracle parameters that appear on this page. Click Next to accept them and then go to step 18, or click Change to individually specify the parameters and then go to step 17. IMPORTANT! If an existing compatible Oracle installation is detected, you cannot use the Change button. The parameters that appear are default values or those from a previous installation. Oracle Parameter Install Oracle Server Oracle Install Directory Create Instance Oracle Database Directory Logfile Size PCMS_DATA Tablespace PCMS_TEMP Tablespace PCMS_RBS Tablespace SYSTEM Tablespace SYS Password SYSTEM Password Oracle SID Oracle Alias Name Database Character Set Default Value YES C:\PVCS\Dimensions\ORANT\ Yes C:\PVCS\Dimensions\ORANT\ Database\ 4Mb 500Mb 50Mb 50Mb 150Mb change_on_install manager PCMS PCMS US7ASCII

42 Chapter 3 Oracle and Dimensions Server Installation 17 If you clicked Change, specify the following Oracle parameters: a Browse to the directory where you want to install the Oracle release and click Next. Note that the Oracle Home directory must not contain spaces. b Browse to the directory where you want to install the Oracle database and click Next. Note that the Oracle Database directory must not contain spaces. c Enter the SYS and SYSTEM passwords for the DBA user databases and click Next. For security reasons, make a careful note of the passwords you accept or assign. MERANT recommends that you accept these passwords until the installation is successfully completed, and then change them using the DBA utilities. See PVCS Dimensions Database Administrator s Guide for details. d Specify the size of the redo log files and PCMS_DATA and PCMS_TEMP tablespaces in MB and click Next. It is recommended that the value of PCMS_TEMP should be the greater of either 10% of the size you specify for PCMS_DATA or 10MB. For a PCMS_DATA size up to 500 MB, a size of 2-5 MB is appropriate for a redo log file. Two redo log files will be created with the same specified size. e Specify the size of the PCMS_RBS and SYSTEM tablespaces in MB and click Next. It is recommended that the value of PCMS_RBS should be the greater of either 10% of the size you specify for PCMS_DATA in step d or 20MB. f If you selected the Create Dimensions Oracle Instance option in step 8, you can specify the Oracle instance options and click Next.

Installing Oracle and Dimensions 43 Oracle SID: An alphanumeric string, up to four characters long, used to uniquely identify this installation of Oracle. MERANT recommend that you start the string with an alpha character for compatibility with the Oracle Alias. Oracle Alias: An alphanumeric string, up to eight characters long, that must start with an alpha character. By default, the alias is the same as the Oracle SID. The Alias must be unique across the network. If you re using Replicator, the Alias must be the same as the SID. g Specify the Oracle database character set that will be used when creating the Dimensions database and click Next. This field must contain a valid character set for the installation to succeed. IMPORTANT! If you plan to use a character set other than US7ASCII, MERANT strongly advises you to consult the PVCS Support Center before proceeding. Customizing Database Parameters 18 Review the database parameters that appear on this page. Click Next to accept them and then go to step 20, or click Change to individually specify the parameters and then go to step 19. The parameters that appear are relevant to each process model option as described in the following table: Database Parameter Create Database Process Model Option Entry Level Intermediate Other Yes Yes Yes

44 Chapter 3 Oracle and Dimensions Server Installation Database Parameter PCMS_SYS pcms_sys pcms_sys pcms_sys Password Tool Manager pcms pcms pcms ID Process Model Entry Level Intermediate C:\PVCS\Dimensions \7.2\dbase \generic.exp Demo Product Directory Base Database Name Base Database Password Install Published Views Process Model Option Entry Level Intermediate Other C:\PVCS\Dimensions\7.2\Demo \entry_level \intermediate ENTRY_LEVEL (a) INTERMEDIATE (a) PCMS (a) ENTRY_LEVEL (a) INTERMEDIATE (a) PCMS (a) YES a. For information purposes only. 19 If you clicked Change, specify the following database parameters: a Specify the password for the Oracle PCMS_SYS database, which is the account used by Dimensions to store networking information relating to DFS and NET nodes. Click Next. b Specify the Windows 2000/NT Server account name of the person who will be the primary Tool Manager of the initial Dimensions database, which will be created with the Process Model within the Oracle database. Click Next. c Choose a different process model and click Next. See steps 13 and 14 on page 38 for details on the process models.

Installing Oracle and Dimensions 45 If you selected the Other option, you will be asked to additionally specify the following: Install Published Views Create user accounts Click the Browse button specify a plain text file with additional Dimensions users. The format of the file is as follows: OSLoginName DimensionsUserName The two fields are separated by a single space. Both fields must contain only alphanumeric characters or the underscore character (_) with a maximum of 25 characters. These entries are not case-sensitive. For example: dennis pcms_dennis steve pcms_steve Make sure that the OS login IDs exist, as the installation program will not create them. Customizing Dimensions Server Parameters 20 Review the Dimensions Server parameters that appear on this page. Click Next to accept them and then go to step 22, or click Change to individually specify the parameters and then go to step 21. The parameters that appear are default values or those from a previous installation.

46 Chapter 3 Oracle and Dimensions Server Installation Server Parameter Install Dimensions Server Dimensions Server Home Directory Dimensions Server Program Group Mail Host Default Value Yes c:\pvcs\dimensions\7.2 PVCS Dimensions 21 If you clicked Change, specify the following Server parameters: a Accept the default program group for Dimensions Server or enter or select a different program group. Click Next. b Accept the default destination folder for Dimensions Server or click Browse to select a different location and click Next. Note that the Dimensions Server location must not contain spaces. c Enter the name of a machine on your network that runs a SMTP mail server and click Next. If you do not intend to use SMTP, leave the host blank. Refer to PCMS_MAILS on page 116 if you wish to tailor the Dimensions symbol PCMS_MAILS to specify your own particular mail software. Customizing Replicator Parameters 22 Review the PVCS Replicator parameters that appear on this page. Click Next to accept them and go to step 23c, or click Change to individually specify the parameters and go to step 23.

Installing Oracle and Dimensions 47 The parameters that appear are default values or those from a previous installation. Replicator Parameter Install PVCS Replicator: Start PVCS Replicator Service: Default Value Yes Yes PVCS Replicator TCP/IP Port: 2091 Tool Manager Password <specified> 23 If you clicked Change, specify the following Replicator parameters: a Select whether you want the Replicator to automatically start: Create and start the service now: Automatically starts the Replicator service after completing the installation. Create the service later: Does not start the service after completing the installation. This means you must manually start the Replicator by turning on the service from Start Settings Control Panel Services. NOTE The next time you reboot your machine, Replicator will attempt to automatically start regardless of which option was selected here. See the PVCS Dimensions Replicator User s Guide for more configuration details. b Specify the TCP/IP port on which the Replicator service listens. This value is used to update the pcms.cfg configuration file. See the PVCS Dimensions Replicator User s Guide for more configuration details. c If you are automatically starting the Replicator service, you are asked to enter and confirm the Windows 2000/NT Server password for the Tool Manager. See step 17 on page 40 for details.

48 Chapter 3 Oracle and Dimensions Server Installation Finish custom installation 24 Review your installation settings carefully and click Install if they are correct and complete. Go to Progress Monitoring on page 48. To make changes, you must click Back until you reach the Dimensions Server Components page (step 8) and start the installation sequence again. Progress Monitoring If all the installer options were chosen, an installation will typically take between 30 and 45 minutes to complete. Creating a database (the Create Dimensions Database installer option) is the option responsible for the majority of this installation period. During the installation: Program groups for Dimensions and FLEXlm will be created. Command prompt (DOS) windows will pop-up, display various SQL Plus command activities (e.g. creating a Tool Manager), and then dismiss themselves. CAUTION! Do not dismiss any of the DOS windows yourself as this will result in an installation failure. Before the new installation can be used, you need to re-boot Windows 2000/NT Server. Proceed to the post installation activities described in Chapter 4, Post-Installation Activities.

Error Recovery 49 Error Recovery Incomplete Installation If for any reason the installation fails to successfully complete, you will need to perform a complete re-installation. It is strongly recommended that you should first consult the log files (file extension '.log') in the directories <WINDISK>\Program Files\Oracle\Inventory\logs\ %PCMS_ROOT%\InstallTemp\ %ORACLE_HOME%\Database\ to endeavor to understand why the installation failed, and perform any corrective actions required. NOTE You should not attempt to de-install an incomplete installation. You should reinstall only. The install script shuts down all Dimensions services. When it completes successfully, it restarts these services; however, if the installation is interrupted the services might not be restarted. To restart the services, open the Windows 2000/NT Server Services control panel and start: OracleService<SID> OracleDimensionsTNSListener PVCS Dimensions Listener Service PVCS_Dimensions_Licensing (1) PVCS Replicator (2) 1. This service may have a name different from PVCS_Dimensions_Licensing if you configured it yourself rather than created it via the installer. 2. PVCS Replicator is an optional licensed product, so this may not be present.

50 Chapter 3 Oracle and Dimensions Server Installation Some of these services may be missing from the control panel. These correspond to Dimensions components that have not been installed. There may be other Oracle Services installed, but only OracleService<SID> and OracleDimensionsTNSListener are actually required by Dimensions. Oracle Installation Log Information Dimensions 7.2 uses the Oracle Universal Installer (OUI) to install Oracle 8i (8.1.7.2.1). If the installation of Dimensions fails during the Oracle 8i runtime installation, check the contents of <WINDISK>\Program Files\Oracle\Inventory\logs\silentInstall.log for a possible explanation. The most likely cause is that a previous Oracle installation has not been uninstalled correctly. See Appendix B, De-Installing Dimensions of this installation guide and the equivalent appendix in the PVCS Dimensions Installation Guide for Windows Clients for details of the correct uninstallation procedures.

51 4 Post-Installation Activities In this Chapter For this section See page After You Install 52 Licensing Dimensions Products 52 Updating the Registry for 59 Windows NT FAT/FAT32 File Systems Using Dimensions on a Multi- Homed Server Installing Dimensions Published Views Setting Up Dimensions Configuration Variables Running Dimensions Network Tests Accessing the Payroll Demonstration Product 60 60 61 62 62

52 Chapter 4 Post-Installation Activities After You Install After a successful installation of Dimensions, you may need to perform the following activities: Install a full license (if you haven t already). Update the Registry for FAT file systems. Modify the configuration file if using Dimensions Make and a multi-homed server. Install Published Views. Define Dimensions configuration variables. Run Dimensions Network tests. Access the Payroll demonstration product. NOTE You must log out and log in again as a user with Administrator privileges before performing any post-installation activities. Licensing Dimensions Products About Dimensions Licenses The product suite comprises two licensed products protected by license key strings: PCMS: All Dimensions binaries apart from PVCS Replicator. REPLICATOR: Used by PVCS Replicator only.

Licensing Dimensions Products 53 In order to use these products from a Dimensions node, the node must first be licensed. A License Key Request form is provided by the PVCS Support Center so you can register your configuration details and receive a full license for your Dimensions products. About Flexlm Dimensions licensing utilizes the industry-standard FLEXlm floating licenses mechanism, which allows you to set up a license node to provide licenses to client nodes on the network. A Dimensions node can be: A Single Node The node contains the Dimensions binaries, the Oracle binaries, the RDBMS database and the Dimensions item libraries. In addition, the FLEXlm license manager resides on this node. One of a Number of Networked Nodes A number of nodes (on a network) can be connected to provide Dimensions facilities and access to Dimensions across the network. Nodes on the network can be defined to be: A license server node that monitors and controls access to Dimensions up to the limit defined by the number of licenses bought. A database server accessed by all Dimensions processes running on the network. This node can also hold Dimensions item libraries. A client node that may host Dimensions item libraries.

54 Chapter 4 Post-Installation Activities Licensing Dimensions Products after Installation After you install Dimensions, complete and return the License Key Request form to MERANT. As part of the form, you ll need to determine the host-id of the node that is to be used as the license server node. To determine the host-id after installation: 1 Start the LMTOOLS GUI by selecting Start Programs PVCS Dimensions FLEXlm GUI Tools. 2 Click the System Settings tab. The host-id is identified in the Ethernet Address field. or Run either of the following operating-system commands and note the physical address of the Ethernet adapter: ipconfig /all or nbtstat a <Server Name> About the license.dat File Based on your responses to the License Key Request form, MERANT will provide you with a license.dat file. You can use the file as-is or modify it to add local options. See below for an explanation of the details in the file. The text will be similar to the following: SERVER Holly 00b0d0a1a231 VENDOR sqld FEATURE PCMS sqld 1.000 25-dec-2002 10 62B227C3D705 \

Licensing Dimensions Products 55 VENDOR_STRING=A DIST_INFO=123456789012 FEATURE REPLICATOR sqld 1.000 25-dec-2002 1 AB3DCD772EC9 An example of the file can be found in: %PCMS_ROOT%\examples\license.dat. NOTE See also Installing a Demo License on page 58 which has a different format and application. SERVER Line The SERVER line identifies the server node. In this example 'Holly' is the node name, '00b0d0a1' is the host id, and 'a231' is the TCP/IP port number. You may change the node name or the port number on this line. There may be up to three SERVER lines. They must all be entered into the license file. Once FLEXlm is initiated (see Enabling a FLEXlm License on page 56), you can confirm the host-id of the node to be used as the license server. To do this, check the host-id as described in the procedure on page 54. VENDOR Line In the VENDOR line 'sqld' is the name of the license daemon. You may not alter this. FEATURE Lines In the first FEATURE line: 'PCMS is the name of the product for which you have been licensed. If you have been licensed for more than one product there will be more than one FEATURE line.

56 Chapter 4 Post-Installation Activities Your license for PCMS expires on 25-dec-2002. '10' is the number of licenses licensed. The twelve-digit number is the checksum. For the first ('PCMS') FEATURE line only, a final field 'dist_info=1213456789012' indicates your 12-character serial number. The MERANT Distribution Department assigns this serial number to your Dimensions installation when you purchase your Dimensions media. Here, 123456789012, is just an example. Once licensing is complete, the dist_info information for a particular Dimensions server can be displayed: From within PC Client, by accessing the menu option Help About. From within Motif Client, via the Control Panel logging window at initial connection. In the second FEATURE line: REPLICATOR license is the name of the second product for which you have been licensed. Your license for REPLICATOR expires on 25-dec-2002. '1' is the number of licenses licensed. The twelve-digit number is the checksum. None of the information on the FEATURE lines can be changed. See Appendix C, Floating License Management for further information on managing floating licenses. Enabling a FLEXlm License Once you receive the full license from the PVCS Support Center, you must follow these steps to install and enable the license: 1 Copy the license.dat file to the PCMS_LICENSE directory. By default, this is C:\PVCS\Dimensions\License.

Licensing Dimensions Products 57 2 If the server PCMS_LICENSE directory is not visible from a client, create a local PCMS_LICENSE directory and copy the license.dat file to it. 3 Start the LMTOOLS GUI by selecting Start Programs PVCS Dimensions FLEXlm GUI Tools. 4 On the Service/License File tab, select the Configuration using Services option. 5 Click the Configure Services tab and do the following: a Enter PVCS_Dimensions_Licensing in the Service Name field. b For the Path to the lmgrd.exe file and Path to the license file fields, click the Browse buttons and specify the paths. By default, these will be (respectively): C:\PVCS\Dimensions\7.2\prog\Lmgrd.exe C:\PVCS\Dimensions\license\license.dat c Click the Use Services and Start Server at Power Up check boxes. d Click the Save Service button. 6 Click the Start/Stop/Reread tab and press the Start Server button to start FLEXlm. It may take a minute or two for server to start. 7 If you wish to check the license status, click the Server Status tab and press the Perform Status Enquiry button. When you reboot the Windows NT or 2000 nodes, the license manager will restart automatically, so you do not need to repeat the above procedure. For more details on the FLEXlm GUI tool see Appendix C, Floating License Management.

58 Chapter 4 Post-Installation Activities Installing a Demo License If you installed Dimensions without a license, you can install and use the Demo license after the installation is complete. To install a Demo license: 1 Obtain the Demo license details from your product shipment or from PVCS Support Center. 2 Create a file called license.dat in the directory C:\PVCS\Dimensions\license with the following contents: FEATURE PCMS sqld 1.000 <dd-mmm-yyyy> uncounted <key> \ VENDOR_STRING=A HOSTID=DEMO where the values <dd-mmm-yyyy> and <key> are your Demo license details. These entries are not case-sensitive. This type of license has a fixed expiration date. Therefore, be sure to install the Demo license as soon as possible. A Demo license is an uncounted license, which means it does not require the Flexlm license service to be configured and running. NOTE The demo license does not support PVCS Dimensions Replicator. If you require a REPLICATOR license, please contact the PVCS Support Center.

Updating the Registry for Windows NT FAT/FAT32 File Systems 59 Updating the Registry for Windows NT FAT/ FAT32 File Systems If you installed Dimensions on a Windows NT FAT file system, you need to follow these steps to modify the registry: IMPORTANT! MERANT does not recommend installing to a FAT file system if you require a secure Dimensions environment. See Security Considerations: Using an NTFS File System for the CD-1 Binaries on page 26. 1 Start the Registry Editor by selecting Start Run and entering regedit. 2 Before making changes, back up your registry by selecting Registry Export Registry File. 3 Locate the following registry key: HKEY_LOCAL_MACHINE SOFTWARE MERANT PVCS Dimensions 7.2 NetworkStart 4 Change the value of the key, substituting your Dimensions installation location for the default shown: C:\Pvcs\Dimensions\7.2\prog\pcms_lc_accesd.exe to: C:\Pvcs\Dimen~1\7.2\prog\pcms_l~1.exe 5 Restart the PVCS Dimensions Service. Refer to the PVCS Dimensions Network User s Guide for help.

60 Chapter 4 Post-Installation Activities Using Dimensions on a Multi-Homed Server Certain makes of server platform (usually called multihomed (1) ) have more than one network adapter card, and therefore have more than one TCP/IP address. If you are unsure of whether your server is multi-homed, see your System Administrator. Dimensions Make requires a TCP/IP address to enable communication between the Dimensions client and server processes. For Dimensions Make to work on a client accessing Dimensions Server on a multi-homed server, you must specify the appropriate TCP/IP address on the server. Do this by setting the MCX_LISTEN symbol in the pcms.cfg command file. See Appendix D, Setting Dimensions Symbols for details. Installing Dimensions Published Views Published Views (PVs) may be installed in a base database if you chose to create a Dimensions database during installation. When are PVs installed? If you selected the Entry Level or Intermediate process model, PVs will be installed. If you selected the Other process model, you are allowed to chose whether to install PVs in the PCMS base database that will be created. If you are upgrading from Dimensions 6.0, 7.0 or 7.1, the installation program will not install PVs in the existing base database(s). You can run the following command to 1. The term "multi-homed" used here for server platforms should not be confused with Oracle-multiple-home installations.

Setting Up Dimensions Configuration Variables 61 determine which of the existing base databases have PVs installed: sqlplus -s system/<system password> @%PCMS_ROOT%\dbase\pcms_pub_views_dbs.sql and then inform the Tool Manager(s) of those base databases that they must install PVs after the upgrade to Dimensions 7.2 has completed. For information on installing PVs, see the PVCS Dimensions Reports Guide. Setting Up Dimensions Configuration Variables All Dimensions configuration variables are specified in the pcms.cfg server file, which resides in the PCMS_ROOT directory. Typically, you will not need to modify this file unless you want to further specify details on your working environment. For example, you may want to specify where PCMS stores temporary files or which printer you want to use. In this case, please refer Appendix D, Setting Dimensions Symbols for more details. Notes and Cautions Ensure that no one is using Dimensions or Oracle before starting any maintenance, or backup operation. When a new Dimensions user is defined using the Process Modeler (or CUSR or UREG commands), the main database must not be otherwise accessed before the batch-operation completes execution, in order to avoid any locking problems. In the event of power failure, Oracle may need to be forcestarted. From the pcms operating-system account thus: C:\> svrmgrl SVRMGR> connect internal/<sys_password> (1)

62 Chapter 4 Post-Installation Activities It is then recommended to shutdown the database and startup normally: SVRMGR> shutdown SVRMGR> startup open <dbname> force SVRMGR> shutdown SVRMGR startup SVRMGR> exit It is currently not possible to install more than one installation of Dimensions on the same Windows 2000/NT Server. Running Dimensions Network Tests If you are running Dimensions Network on two nodes, you may want to run acceptance tests to verify that the network is running correctly. See the chapter Dimensions Network Acceptance Tests in the PVCS Dimensions Network User s Guide. Accessing the Payroll Demonstration Product If you chose the Intermediate process model (or workflow) option when installing Dimensions, then you will have access to a demonstration product called payroll. The payroll product is intended to highlight features and functionality of Dimensions. The payroll product includes: Dimensions Make features. A design-part breakdown structure. 1. Note that Oracle no longer supports the use of the command connect internal without the SYS password.

Accessing the Payroll Demonstration Product 63 Various change documents and items for which baselines have been created. See the PVCS Dimensions Deployment Guide for details. To access the payroll product as a Tool Manager, you must set your PCMSDB symbol to INTERMEDIATE_TOOL. This is a secure database which does not require a password to be specified, as the password is generated internally. See Appendix D, Setting Dimensions Symbols, on page 107 for details on setting the PCMSDB symbol. Other users must also set their own PCMSDB symbol. For example, if STEVE is the operating system name of a user that was specified during the installation (step 14 on page 39), the PCMSDB symbol must be set to INTERMEDIATE_STEVE.

64 Chapter 4 Post-Installation Activities

65 5 Dimensions I-Net and WebDAV Server Installation In this Chapter For this section See page Introduction 66 Before You Install 68 Upgrading from Dimensions 7.0 68 or 7.1 Installing Dimensions I-Net and 69 WebDAV Server Starting and Stopping Dimensions 71 I-Net and WebDAV Server Configuring Microsoft IIS Web 72 Servers Configuring iplanet and SunOne 76 Web Servers Running Tomcat as a Service 77 Starting Dimensions I-Net Client 78 Uninstalling Dimensions I-Net and 79 WebDAV Server

66 Chapter 5 Dimensions I-Net and WebDAV Server Installation Introduction This chapter provides instructions for installing, configuring, and running Dimensions I-Net and WebDAV Server. In this chapter, you ll learn: The system requirements and installation prerequisites. How to complete the installation. How to start and stop Dimensions I-Net and WebDAV Server. How to configure the supported web servers to work with Dimensions I-Net and WebDAV Server. How to run the Dimensions I-Net client in your web browser. How to uninstall Dimensions I-Net and WebDAV Server. Refer to the PVCS Dimensions WebDAV Server Implementation Guide for information about: How to configure Dimensions to work with WebDAV Server. How to administer WebDAV Server. How to configure WebDAV clients. After installation, you can access the WebDAV Server Implementation Guide from Start Programs PVCS Dimensions App Server PVCS Dimensions WebDAV. Dimensions I-Net Components The combined services of the Dimensions I-Net server, the web server, and the Dimensions I-Net client enable you to access Dimensions features remotely. Each component is described below:

Introduction 67 Dimensions I-Net server: Dynamically generates the HTML pages you view from Dimensions I-Net client and processes the tasks you initiate from Dimensions I-Net client. Tomcat: Servlet engine that enables Dimensions I-Net to run. It can be used standalone or in conjunction with any of the supported web servers. Web server: Enables information to be passed between the Dimensions I-Net server and the Dimensions I-Net client via HTTP. The web server must be running before you can access the Dimensions I-Net client. Dimensions I-Net client: Provides access to Dimensions features through a browser-based interface. WebDAV Server Components The combined services of WebDAV Server and its components allow you to work with Dimensions items and workset directories from within a supported WebDAV client, such as Microsoft Office and Macromedia Dreamweaver. Each component is described below: WebDAV Server: Receives requests from the WebDAV client, processes them according to the WebDAV protocol, and sends back responses. Delegates file operations to the Dimensions repository. File system cache: A holding area on the server that stores temporary files during check out, check in, and get copy operations. The cache also holds WebDAV resource properties. Tomcat: Servlet engine that enables WebDAV Server to run. It can be used standalone or in conjunction with any of the supported web servers.

68 Chapter 5 Dimensions I-Net and WebDAV Server Installation Web server: Enables information to be passed between WebDAV Server and the WebDAV client via HTTP. You can configure a supported web server to use in conjunction with the Tomcat servlet engine. WebDAV client: A WebDAV-compliant software tool that provides access to common versioning tasks. Before You Install System Requirements Before you install Dimensions I-Net and WebDAV Server, make sure that you meet the system requirements specified both in the Dimensions I-Net and main Dimensions README files. These specify the supported server operating systems and web servers, and the supported client operating systems and web browsers. Server Prerequisites Dimensions Server 7.2 (CD-1) is installed. You have the Installation CD-4. You log in as Administrator or with administrator privileges. Upgrading from Dimensions 7.0 or 7.1 Dimensions I-Net and WebDAV Server require Dimensions Server 7.1.1.x or 7.2 to be installed if you wish to take advantage of the the Dimensions I-Net Querying and Change Document

Installing Dimensions I-Net and WebDAV Server 69 Attachment features introduced at Dimensions 7.1.1.x. If you currently have Dimensions Server 7.0 or 7.1.0.x installed, follow these general steps to upgrade to 7.2: 1 Upgrade Dimensions Server 7.0 or 7.1 to 7.2. 2 Install Dimensions I-Net and WebDAV Server following the instructions below. The installation program uninstalls any previous versions of these products. 3 Configure the web server you wish to use with Dimensions I-Net and WebDAV Server. See Configuring Microsoft IIS Web Servers on page 72 or Configuring iplanet and SunOne Web Servers on page 76. Installing Dimensions I-Net and WebDAV Server The installation program allows you to install both Dimensions I-Net and WebDAV Server. These components are installed within the same directory (DimINet) and use the same installation of the Tomcat servlet engine. You can install the components individually. However, the components will still use the same instance of Tomcat. CAUTION! Ensure that all Windows programs are shut down before beginning the installation this especially includes background programs such as virus checkers. If you do not shut down these programs, the installation may fail. NOTE You do not need to shut down Oracle or Dimensions Services before installing Dimensions I-Net and WebDAV Server.

70 Chapter 5 Dimensions I-Net and WebDAV Server Installation To install Dimensions I-Net and WebDAV Server: 1 Insert CD-4 into the CD-ROM drive. 2 If the installation program does not automatically start, run setup.exe from <drive>:\inet\nt. 3 Click Next on the Welcome page. 4 Select the components that you wish to install. By default, all components are selected to be installed. 5 Accept the default destination folder shown and click Next. 6 Accept the default program folder, or select an existing folder from the list, and click Next. 7 Accept the default Tomcat port number, 8080, or enter a different port number and click Next. If you are adding a component, the port number shown is the current port number. NOTE Only one application can use a particular port. If another application (other than the WebDAV or I-Net component) or service is using the default port, then you must assign a different port number to Tomcat. 8 Accept the default Dimensions configuration values or modify to match your system setup: Host Name: The name of the Dimensions server you are connecting to. By default, this is the name of the local machine. DB Host: The machine where the Oracle database resides. By default, this is the name of the local machine. Oracle SID: The database identifier for the database you are selecting. By default, this is the local Oracle SID. 9 Check that your settings are correct and click:

Starting and Stopping Dimensions I-Net and WebDAV Server 71 Next to install the program files for the components you selected in your destination directory. Back to access the previous pages and make changes. 10 Click Finish to complete the installation and view the README file for late-breaking issues. Starting and Stopping Dimensions I-Net and WebDAV Server To start Dimensions I-Net and WebDAV Server, you start Tomcat, the servlet engine that is installed that enables both components to run. You can use Tomcat standalone and access it at the port number you specified during installation, or you can configure one of the supported web servers to work in conjunction with Tomcat. See Configuring Microsoft IIS Web Servers on page 72 and Configuring iplanet and SunOne Web Servers on page 76 for instructions. You must start Tomcat (along with any configured web servers) on the server machine before Dimensions I-Net can be accessed in a web browser, or WebDAV Server can be accessed through a WebDAV client. Once you have started Tomcat, it will continue to run until you shut it down manually or shut down the machine on which it is installed. For information on Tomcat, go to http://jakarta.apache.org/tomcat. To start Tomcat: Go to Start Programs PVCS Dimensions App Server PVCS Dimensions App Server Start. You can now access Dimensions I-Net in your web browser. See Starting Dimensions I-Net Client on page 78 for instructions.

72 Chapter 5 Dimensions I-Net and WebDAV Server Installation You can also access Dimensions through a WebDAV client. See the WebDAV Server Implementation Guide for instructions on configuring WebDAV clients. To stop Tomcat: Go to Start Programs PVCS Dimensions App Server PVCS Dimensions App Server Stop. NOTE When you stop Tomcat, both Dimensions I-Net and WebDAV Server will be unavailable. Configuring Microsoft IIS Web Servers Perform these tasks to configure Microsoft IIS to work with both Dimensions I-Net and WebDAV Server: Update the registry with iis_redirect.reg. Add ISAPI filters. Create virtual web directories. Configure security. Updating the Registry with iis_redirect.reg The installation will preconfigure iis_redirect.reg with the required values to allow Tomcat to work with IIS. Double-click this file to load the values into the registry. To update the registry:

Configuring Microsoft IIS Web Servers 73 Double-click iis_redirect.reg from <DimINet-Root>\jakarta-tomcat\ conf\jk where <DimINet-Root> is the path to your Dimensions I-Net/ WebDAV Server installation. Adding ISAPI Filters 1 Start the Microsoft Management Console: On Windows NT for IIS 4.0 Select Start Programs Windows NT 4.0 Option Pack Microsoft Internet Information Server Internet Service Manager. On Windows 2000 for IIS 5.0 Select Start Settings Control Panel Administrative Tools Computer Management Services & Applications Internet Information. or Right-click My Computer and select Manage, and then select Computer Management Services & Applications Internet Information. 2 Click Action on the Console dialog box or right-click on Default Web Site and select Properties. 3 Select the ISAPI Filters tab and click Add to access the Filter Properties dialog box. 4 Enter jakarta in the Filter Name field. On Windows 2000 (IIS 5), accept the default High priority. 5 Browse to the <DimINet-Root>\jakarta-tomcat\bin\win32\ i386 directory and select isapi_redirect.dll in the Executable field.

74 Chapter 5 Dimensions I-Net and WebDAV Server Installation 6 Click OK. When successfully installed, this filter entry should be prefixed by a green up arrow. 7 Return to the ISAPI Filters tab and click Add. 8 Enter TranslateF in the Filter Name field. 9 Browse to the <DimINet-Root>\jakarta-tomcat\bin\win32\ i386 directory and select MrntAdmDav.dll in the Executable field. IIS will automatically set the priority to low. 10 Click OK as necessary to return to the Microsoft Management Console. 11 Restart the World Wide Web Publishing Service. Creating Virtual Web Directories 1 Start the Microsoft Management Console: On Windows NT for IIS 4.0 Select Start Programs Windows NT 4.0 Option Pack Microsoft Internet Information Server Internet Service Manager. On Windows 2000 for IIS 5.0 Select Start Settings Control Panel Administrative Tools Computer Management Services & Applications Internet Information. or Right-click My Computer and select Manage, and then select Computer Management Services & Applications Internet Information. 2 Click Action on the Console dialog box or right-click on Default Web Site and select New Virtual Directory.

Configuring Microsoft IIS Web Servers 75 3 Create a new virtual web directory for each entry below, and enter or browse to its physical path: Virtual Directory dim_applet dim_images inet_webhelp jakarta Physical Path <DimINet-Root>\jakarta-tomcat\webapps\dimensions\applet <DimINet-Root>\jakarta-tomcat\webapps\dimensions\images <DimINet-Root>\jakarta-tomcat\webapps\dimensions\ inet_webhelp <DimINet-Root>\jakarta-tomcat\bin\win32\i386 NOTE Retain the default permissions for all of the directories except jakarta, where you should add the Execute permission to the defaults. 4 Close the Microsoft Management Console. 5 (optional) Restart the World Wide Web Publishing Service. Configuring Security Configure IIS so that authentication is delegated to WebDAV Server instead of the web server. This is an effective way to allow users to be authenticated and have full access to the web site. To configure security: 1 Start the MS Computer Management tool: On Windows NT for IIS 4.0 Select Start Programs Windows NT 4.0 Option Pack Microsoft Internet Information Server Internet Service Manager. On Windows 2000 for IIS 5.0

76 Chapter 5 Dimensions I-Net and WebDAV Server Installation Select Start Settings Control Panel Administrative Tools Computer Management Services & Applications Internet Information Services. 2 Select Default Web Site and select Action Properties, or right-click Default Web Site and select Properties. 3 Select the Directory Security tab and click the Edit button under Anonymous access and authentication control. 4 Make sure that Anonymous access is checked. This allows the user to proceed directly to WebDAV Server authentication. 5 Under Authenticated access, make sure that Basic authentication and Integrated Windows authentication are both unchecked. 6 Exit the Properties dialog box and restart IIS. 7 (optional) Restart the World Wide Web Publishing Service. Troubleshooting IIS Web Server If you have problems running the IIS web server, read http://jakarta.apache.org/tomcat/tomcat-3.3-doc/tomcat-iis-howto.html. Configuring iplanet and SunOne Web Servers To configure iplanet 4.x and SunOne 6 to work with both Dimensions I-Net and WebDAV Server, you must update the proper configuration file(s). There are configuration files generated during the installation that contain the entries that must be placed in the iplanet and SunOne configuration files. These entries already have the correct paths inserted. To update the iplanet 4.x configuration:

Running Tomcat as a Service 77 1 Open <DimINet-Root>\jakarta-tomcatconf\jk\ obj.conf.iplanet4-generated in a text editor. 2 Follow the instructions in the file and transfer each section to your iplanet obj.conf file in <iplanet-root>\https- <server name>\config, where <iplanet-root> is the location of the iplanet installation and <server name> is the name of the machine running Dimensions I-Net and WebDAV Server. To update the SunOne 6 configuration: 1 In the directory <DimINet-Root>\jakarta-tomcat\conf\ jk, open the files obj.conf.sunone6-generated and magnus.conf.sunone6-generated in a text editor. 2 Follow the instructions in the files and transfer each section to your iplanet obj.conf file and magnus.conf files in <SunOne-Root>\https-<server name>\config, where <SunOne-Root> is the location of the SunOne installation and <server name> is the name of the machine running Dimensions I-Net and WebDAV Server. The entries in magnus.conf.sunone6-generated can be placed at the end of the magnus.conf file. Running Tomcat as a Service The following instructions describe specifically how to get Tomcat to run as a service and were tested on Windows 2000. A more general description of setting Tomcat up to run as a Windows service can be found at http://jakarta.apache.org/tomcat/tomcat-3.3-doc/nt-service-howto.html. To run Tomcat as a service: 1 From a command prompt, change to the following directory:

78 Chapter 5 Dimensions I-Net and WebDAV Server Installation <DimINet-Root>\jakarta-tomcat\bin 2 Run the following command: jk_nt_service -i DimAppServer <DimINet-Root>\jakarta-tomcat\conf\jk\ wrapper.properties 3 Start the service. Starting Dimensions I-Net Client Follow these instructions to access the Dimensions I-Net client in your browser. To start Dimensions I-Net client: 1 Do one of the following: Go to Start Programs PVCS Dimensions App Server PVCS Dimensions I-Net Browser Client. This link brings up your web browser with the correct server and port. Start your web browser and open the URL of Dimensions I-Net. The URL of this page is http://hostname:port/dimensions where hostname is the name of the system hosting the Dimensions I-Net server and port is the web server port number. 2 When you first access the URL, if you are using Internet Explorer, click Yes on the security dialog to install and run the client applet. If you are using Netscape Communicator, click the Applet Installation Page link and follow the instructions. For further details on using the Dimensions I-Net client, please refer to the PVCS Dimensions I-Net User s Guide in conjunction with the Dimensions I-Net Online Help.

Uninstalling Dimensions I-Net and WebDAV Server 79 Uninstalling Dimensions I-Net and WebDAV Server The uninstall program removes Dimensions I-Net and WebDAV Server if they are both installed. Note that if you run a newer version of the installation program without uninstalling Dimensions I-Net and WebDAV Server first, they will be uninstalled at that time. To uninstall Dimensions I-Net and WebDAV Server: 1 Shut down the Tomcat web server (see Starting and Stopping Dimensions I-Net and WebDAV Server on page 71). 2 Shut down any other web server configured for the Dimensions I-Net and WebDAV Server. See the web server s documentation for instructions on stopping the web server. 3 Go to Start Settings Control Panel and select Add/Remove Programs. 4 Select PVCS Dimensions App Server from the list and click Add/Remove. 5 If you ve made any modifications for the web servers, undo those changes in the appropriate files.

80 Chapter 5 Dimensions I-Net and WebDAV Server Installation

81 A Guidelines for Estimating the RDBMS Database Size In this Appendix For this section Factors which affect the Size of the RDBMS Database See page 82

82 Appendix A Guidelines for Estimating the RDBMS Database Size Factors which affect the Size of the RDBMS Database There are many factors that affect the size of the database and calculations of initial and eventual requirements must be made from the methods and practices of the users. Here we can only suggest factors that will have a bearing on the calculation. The number of Dimensions items and the number of revisions of each will generate a requirement that will depend on the number of states in the lifecycles and the quantity of information stored in attributes of each revision. If the data stored is 10K per item revision, then 1,500 items with an average of five items will generate a database requirement of 75+ Mb (10K x 1500 x 5). NOTE The size of the items themselves is not relevant for the database size calculation, as items are held externally as operating system files. Change documents are held in the database and therefore there is a direct correlation between the eventual size (in characters) of the change documents and the database requirement. The number of states in the lifecycles, number of attributes and the size of attribute values will also have a cumulative effect. The use of Dimensions Make, lifecycle images, items and change document templates must also be considered when calculating database size. It is highly recommended that you use the Dimensions SPAC command to keep regular track of space usage.

83 B De-Installing Dimensions In this Appendix For this section See page Introduction 84 De-Installing Server Components 85

84 Appendix B De-Installing Dimensions Introduction If you wish to de-install the CD-1 server components, proceed as described below. In all cases, if you wish to re-use your Dimensions database it is strongly recommended that you back it up see Database Administrator s Guide. You must have Windows 2000/NT Server Administrator privileges to perform the uninstall. Caution1 Caution 2 Before initiating the procedure, ensure that you are not running any Dimensions or Oracle applications and that you do not have a Windows Explorer or DOS Window open on any of the Dimensions or Oracle directories. If you currently have the CD-1 Dimensions Server components installed on the same node as the CD-2 Dimensions Windows Clients, then the proceed as follows: If you wish to retain use of the CD-1 binaries: ensure that you decline the option of invoking the Oracle Universal Installer (OUI) during the de-installation of the CD-2 binaries. The Oracle binaries need to be retained for use by CD-1. If you wish to de-install both the CD-2 and CD-1 binaries: de-install the CD-2 binaries first and again ensure that you decline the option of invoking the OUI during the deinstallation of the CD-2 binaries. Caution 3 There are files that are included in more than one of the Dimensions server components. When the last component that uses a file is removed during the de-installation procedure, you will be asked whether or not to remove the file, It is not recommended that any Dimensions file be shared with another product. As long as this is the case, it is safe to answer Yes To All and remove all the shared files.

De-Installing Server Components 85 De-Installing Server Components You can automatically de-install the server components as described in the following subsections. Stopping Dimensions and Oracle Services Invoke Windows NT: Start Settings Control Panel Services Windows 2000: Start Settings Control Panel Administrative Tools Services Stop the following services if present and listed as "Started" OracleDimensionsAgent OracleDimensionsClientCache OracleDimensionsDataGatherer OracleDimensionsTNSListener OracleService<SID> PVCS Dimensions Licensing PVCS Dimensions Listener Service PVCS Dimensions Service PVCS Replicator Care should be taken stopping the FLEXlm service if it was already present before Dimensions was installed. Make sure you stop the correct service.

86 Appendix B De-Installing Dimensions Removing Programs Invoke Start Settings Control Panel Add/Remove Programs Remove PVCS Dimensions Database 7.2 PVCS Dimensions Server 7.2 Oracle Tools for PVCS Dimensions 7.2 * * not present if you are using your own version of Oracle When prompted to remove all shared files hit "Yes To All" When you remove the Oracle Tools you will automatically invoke the Oracle Universal Installer (OUI). (Once the OUI is invoked, it is not possible to successfully cancel its operation despite the presence on the OUI of a Cancel button.) Proceed as follows: Click on De-install Products, open Independent Products and Dimensions in the Explorer window. Check all three available boxes: Oracle Remote Configuration Agent 8.1.7.0.0 Oracle Universal Installer 1.7.1.9.0 Oracle 8i 8.1.7.0.0 Click Remove and then Yes. Exit the Universal Installer.

De-Installing Server Components 87 Files not Deleted during De-Installation Activity logs Some configuration files Database files License files. Files that were active or being accessed by an active process. If you do not need to keep the above files, then they can be deleted.

88 Appendix B De-Installing Dimensions

89 C Floating License Management In this Appendix For this section See page Multiple Vendors Using FLEXlm 90 Options File 91 License Administration Tools 93 LMTOOLS GUI 95

90 Appendix C Floating License Management Multiple Vendors Using FLEXlm The license manager used by Dimensions is called FLEXlm. Where a site has multiple products that use FLEXlm there are a number of configuration options: Case 1: Independent licensing. In this case, Dimensions has its own license file and server processes (lmgrd.exe and sqld.exe). This is the configuration described in About the license.dat File on page 54. Case 2: All products use the same license server node(s). In this case, each existing license file will contain: SERVER lines (up to a maximum of three) that are common to all the license files. Its own specific DAEMON, FEATURE and FEATURESET lines. A single combined license file can, therefore, be created by: Taking the SERVER lines from a single existing license file and placing them in the combined license file. Taking the specific DAEMON, FEATURE and FEATURESET lines from each existing license file and placing them in the combined license file. The combined license file can then become the default Dimensions license file %PCMS_ROOT%\..\license\license.dat. Alternatively, it can be moved to another location if desired (you must then set the PCMS_LICENSE environment variable accordingly) or multiple copies can be located at fixed locations as required by the various software vendors. There will be a single lmgrd.exe process for all vendors.

Options File 91 CAUTION! Dimensions does not support the FLEXlm environment variable LM_LICENSE_FILE (an environment variable that points to the license file). This means you cannot point to a combined license file including Dimensions information using LM_LICENSE_FILE. However, as long as the combined license file is named license.dat you can point to it using the PCMS_LICENSE environment variable as discussed above. Case 3: The products use different license server node(s). In the case, separate license files will be required, one for each distinct set of license servers. NOTE Where multiple software vendors use a common subset of license server nodes, the technique described in Case 2 above can be used to combine some of the license files). Options File You can customize your use of Dimensions via the daemon options file. This file allows you to reserve licenses for specified users or groups of users, and to allow or disallow use of Dimensions to certain people. RESERVE INCLUDE EXCLUDE ensures that Dimensions will always be available to one or more users or on one or more host computer systems. allows you to specify a list of users who are allowed access to Dimensions. allows you to disallow certain people use of Dimensions.

92 Appendix C Floating License Management GROUP NOLOG allows the specification of a group of users for use in the other commands. causes messages of the specified type to be filtered out of the daemon's log output. In order to use the daemon options capability, you create a daemon options file and list its pathname as the third field on the DAEMON line for the sqld.exe daemon. A daemon options file consists of lines in the following format: RESERVE number feature {USER HOST DISPLAY GROUP} name INCLUDE feature {USER HOST DISPLAY GROUP} name EXCLUDE feature {USER HOST DISPLAY GROUP} name GROUP name list_of_users NOLOG {IN OUT DENIED QUEUED} Lines beginning with a hash character ('#') in the options file are ignored, and can be used to comment the entries. For example, the following options file RESERVE 2 PCMS USER lee RESERVE 1 PCMS HOST terry EXCLUDE REPLICATOR HOST joe NOLOG QUEUED would: reserve two copies of PCMS for user lee; reserve one copy of PCMS for anyone on a computer with the hostname terry; not allow any users on the computer with a host name joe to use the feature REPLICATOR; and would cause QUEUED messages to be omitted from the log file.

License Administration Tools 93 If this data were in file c:\pvcs\dimensions\license\local.options, then you would modify the license file DAEMON line as follows: DAEMON sqld options= c:\pvcs\dimensions\license\local.options License Administration Tools This section describes tools for administering your Dimensions licenses. The programs lmutil.exe and lmtools.exe are provided for administering FLEXlm. lmutil.exe is a command-line tool, the parameters for which can be displayed by entering lmutil help The output of this command is as follows: lmutil -help lmutil - Copyright (C) 1989-2001 Globetrotter Software, Inc. usage: lmutil lmborrow -startupdate vendor counter [-device devname] [-q] lmutil lmborrow -update vendor counter num update-key [-device devname] lmutil lmborrow -serverinit vendor [-device devname] lmutil lmutil lminstall [-i infile] [-o outfile] [-overfmt {2, 3, 4, 5, 5.1, or 6}] [-odecimal] [-maxlen n] lmutil lmremove [-c licfile] feature user host display lmutil lmremove [-c licfile] -h feature host port handle

94 Appendix C Floating License Management lmutil lmreread [-c licfile] [-vendor name] [-all] lmutil lmswitchr [-c licfile] vendor new-file, or lmutil lmswitchr [-c licfile] feature new-file lmutil lmstat [-c licfile] [lmstat-args] lmutil lmver flexlm_binary lmutil lmver flexlm_binary lmutil -h[elp] (prints this message) LMTOOLS (Version 7.2h) is a GUI front-end to lmutil.exe and is invoked off the Windows Start menu thus: Programs PVCS Dimensions FLEXlm GUI Tools Throughout this appendix, the operations of the LMTOOLS GUI are described by default, but most of the operations are also available via the lmutil.exe command-line interface. The following also needs to be noted: Before running any of the administration operations utilizing the LMTOOLS GUI, you must either specify the license service PVCS_Dimensions_Licensing or the pathname of the license file (C:\PVCS\Dimensions\7.2\..\license\license.dat by default). This is done via the Service/License File tab (see below). For analogous operations executed via the lmutil.exe command-line interface, you will be required to provide the parameter -c <license_filename> to those lmutil.exe subcommands (e.g. lmreread) that require the license file to be identified to permit their execution.

LMTOOLS GUI 95 LMTOOLS GUI Service/License File Tab On entering LMTOOLS the Service/License File tab is displayed with the Configuration using Services radio button selected. The FLEXlm license service for Dimensions is: PVCS_Dimensions_Licensing and this should be selected if more than one license service is available. If the PVCS_Dimensions_Licensing Service does not appear, then it was not created during the installation. It can be created from the Configure Services tab. If the Configuration using License File radio button is selected, LMTOOLS GUI changes as shown below:

96 Appendix C Floating License Management The standard directory for the location of the Dimensions license is defined by the pcms.cfg configuration parameter PCMS_LICENSE (this directory is one directory level up from that in which the Dimensions 7.2 binaries are installed. By default, the license file pathname is C:\PVCS\Dimensions\7.2\..\license\license.dat but, as can be seen in the example screen shot, the license file could be at an alternative location if Dimensions 7.2 was installed elsewhere. The dialog tabs displayed by LMTOOLS vary depending on which radio button is selected. Those dialog tabs common to both settings of the radio button are: Service/License File (the subject here) System Settings (page 98)

LMTOOLS GUI 97 Utilities (page 99) Server Status (page 103) Server Diagnostics (page 104) Those dialog tabs specific to the Configuration using Services radio button are: Start/Stop/Reread (page 100) Configure Services (page 105) Those dialog tabs specific to the Configuration using License File radio button are: Stop/Reread (page 101) Switch Report Log (page 102) Common to all the dialog tabs are the following menu bar selections: File: This has the single menu item Exit for exiting LMTOOLS. Edit: This has the single menu item Clear Window which clears status report windows etc on each dialog tab. Mode: This has two menu items Lifecycle or Service which have the same behavior as selecting the Configuration using License File or Configuration using Services radio button on the Service/License File tab, but which can be accessed from any of the LMTOOLS tabs.

98 Appendix C Floating License Management System Settings [This dialog tab is displayed for both License File and Service configurations.] Various system settings are displayed. Of most importance as far asdimensions is concerned is the host id of a system, the IP address and the current user. (See also, Determining Your Host ID for Licensing on page 23). Equivalent lmutil Command lmhostid

LMTOOLS GUI 99 Utilities [This dialog tab is displayed for both License File and Service configurations.] The Perform Check Sum button will perform a checksum of a license file. This is useful to verify data entry errors at your location. It will display a line-by-line checksum for the file as well as an overall file checksum. The Perform Check Sum operation will ignore all fields that do not enter into the encryption key computation; thus the server node name and port number, as well as the daemon pathname and options file names are not checksummed. In addition, it will treat non-case sensitive fields correctly (in general, it is not case sensitive). The Find Version button will, for a specified binary file utilizing/ built with FLEXlm, determine the version number of the FLEXlm utility.

100 Appendix C Floating License Management Equivalent lmutil Commands lmcksum lmver Start/Stop/Reread [This dialog tab is displayed only for the Service configuration.] The Start Server button will start the license server. Before pressing this button, ensure that the license service has been correctly configured, see Configure Services tab on page 105 The Stop Server button will perform a graceful shutdown of all license daemons (both lmgrd.exe and all vendor daemons) on all nodes. The ReRead License File button will causes the license daemon to re-read the license file and start any new vendor daemons that have been added. In addition, all pre-existing daemons will be

LMTOOLS GUI 101 signaled to re-read the license file for changes in feature licensing information. Equivalent lmutil Commands lmdown lmreread Stop/Reread [This dialog tab is displayed only for the License File configuration.] This dialog tab will take several seconds to load while processing takes place to find the license servers to populate the Remote Server List graphical browser. Once the browser is populated, navigate to the sqld license server. The ShutDown Server button will perform a graceful shutdown of the license server.

102 Appendix C Floating License Management The Reread License File button will causes the license daemon to reread the license file and start any new vendor daemons that have been added. In addition, all pre-existing daemons will be signaled to re-read the license file for changes in feature licensing information. Equivalent lmutil Commands lmdown lmreread Switch Report Log [This dialog tab is displayed only for the License File configuration.] To switch the Report Log file to a new file: Specify the Vendor Name and New Report File Location. Press the Switch Report File button.

LMTOOLS GUI 103 NOTE This feature is not currently used by Dimensions. Equivalent lmutil Command lmswitchr Server Status [This dialog tab is displayed for both License File and Service configurations.] Press the Perform Status Enquiry button to monitor the status of all network licensing activities. In privileged mode, it also allows the system administrator to monitor license operations including: which daemons are running users of individual features users of features served by a specific daemon.

104 Appendix C Floating License Management Equivalent lmutil Command lmstat Server Diagnostics [This dialog tab is displayed for both License File and Service configurations.] Press the Perform Diagnostics button to diagnose license problems. If no Feature Name is specified, the diagnostics operation will operate on all features in the license file in your path. It will first display information about the license, then attempt to check out each license. If the checkout succeeds, this will be indicated. If the checkout fails, it will give you the reason for the failure. If the checkout fails because it cannot connect to the license server, then you have the option of running extended connection diagnostics.

LMTOOLS GUI 105 These extended diagnostics attempt to connect to each port on the license server node, and can detect if the port number in the license file is incorrect. It will indicate each port number that is listening, and if it is not an lmgrd.exe process, it will indicate this as well. If it finds the vendor daemon for the feature being tested, then it will indicate the correct port number for the license file to correct the problem. Equivalent lmutil Command lmdiag Configure Services [This dialog tab is displayed only for the Services configuration.] This dialog tab is used to: Check or set the Service Name. The default is: PVCS_Dimensions_Licensing if a license was specified during installation; otherwise, you will need to enter the above Service Name manually. Check or set the path to the lmgrd.exe file and the license file. The defaults are: C:\PVCS\Dimensions\7.2\prog\Lmgrd.exe C:\PVCS\Dimensions\license\license.dat

106 Appendix C Floating License Management Specify that the license server is to be started when the license node is powered up. Specify that license Services should be used. Equivalent lmutil Command -c licfile qualifier on various lmutil commands.

107 D Setting Dimensions Symbols In this Appendix For this section See page Introduction 108 Modifying pcms.cfg Entries 110 Installation and File Location 111 Symbols Specifying a Database To Connect 112 To Sending Mail to Dimensions Users 116 Printing Data 120 Deleting Unwanted Files 120 Reporting and Optional Symbols 121 Windows 2000/NT Server Log On 121 Domain Networking and Replication 122 Code Page Settings 125 Command Security 126

108 Appendix D Setting Dimensions Symbols Introduction Each Dimensions Server installation contains a configuration file pcms.cfg located in directory %PCMS_ROOT% that specifies Dimensions Windows configuration symbols for that particular installation (a smaller similar named file is created for CD-2 client installations on the client node). If the installation is part of a larger network of Dimensions installations, care must be taken to ensure that configuration settings that affect communication with other installations are the same. The directory %PCMS_ROOT% is specified by the registry key: HKEY_LOCAL_MACHINE SOFTWARE MERANT PVCS Dimensions 7.2 PCMS_ROOT This is set during the installation and is the default Dimensions configuration for all users of the machine. NOTE The value of the PCMS_ROOT variable must always end with \ (backslash). Settings in the pcms.cfg file are installation wide, so parameters that are to be specific to each user must be set in the user's environment. If settings are made both in the pcms.cfg configuration file and in the user's environment, the user's environment takes precedence. The pcms.cfg configuration file can also use a predefined environment variable or a configuration symbol that has been defined earlier in the file, for example: PCMSDB %USERNAME% will set the configuration symbol PCMSDB to be the contents of the environment variable USERNAME, which must have been set before the Dimensions tools are run. Setting the value to a NULL

Introduction 109 value in the environment has the same affect as the environment variable not being set. It may be convenient to set these values in: Start Menu Settings Control Panel System specifying them in the User Environment Variables for the currently logged on user. Typically the values for LOCAL (the host database TWO_TASK in the login dialogs) and PCMSDB (the Dimensions user database account to use) would be set for each user. If all users of the machine use the same database then the LOCAL value may be set in the pcms.cfg file. Users whose PCMSDB value is the same as their Windows 2000/NT Server Login ID need not set PCMSDB. These configuration parameters and environment variables are generically referred to as Dimensions Symbols to reflect that analogous assignment mechanisms are used for the Dimensions UNIX product (utilizing environment variables with the same legend). Most Dimensions Symbols are supported on all the operating systems. The Dimensions Symbol PCMSDB detailed on page 112 must first be set before Dimensions can be invoked on an individual basis, and various symbols must be set to establish your Dimensions printing, mailing and replicating environment. Dimensions symbols and scripts set working environments or invoke tools in following areas: Installation and location symbols. Specifying a database to connect to. Sending mail to Dimensions users. Printing data files. Deleting unwanted files. Reporting and optional symbols

110 Appendix D Setting Dimensions Symbols Logon domain Networking and Replication Modifying pcms.cfg Entries Most of the installation-wide entries in pcms.cfg should be left unaltered i.e. they should not be changed by end users (remember that these installation wide values can always be superseded in each user's environment by setting the appropriate environment variable). To conveniently display the pcms.cfg settings, invoke the menu option PVCS Dimensions Dimensions Configuration The following entries in pcms.cfg may be altered if desired. See the indicated page in this appendix for further discussion of these parameters. pcms.cfg Entry Page PCMS_SERVICE_PCMS_REPLICATOR_TCP 124 PCMS_REMOTE_FILE_AREA 111 PCMS_TMP 111 PCMS_DELETE 120 PCMS_PRINT 120 PCMS_MAILS 116 PCMS_CODEPAGE 125 PCMS_EBCDIC_CODEPAGES 125 PCMS_DEFAULT_CODEPAGE 126 PCMS_FILE_ENCRYPTION 126

Installation and File Location Symbols 111 Installation and File Location Symbols These are defined in the installation pcms.cfg file and are specific to the installation normally they should not need adjustment. Two of note are PCMS_TMP and PCMS_REMOTE_FILE_AREA. PCMS_TMP This symbol controls the location of a temporary area for general tools. PCMS_REMOTE_FILE_AREA For the Replicator master database site, as well as all the subordinate DB sites, you use this symbol to define the temporary work area that Replicator is to use when sending and receiving items. The Dimensions configuration file pcms.cfg contains a configuration record for this remote file area that is by default set to: %PCMS_ROOT%remote_file_area\ Replicator will not run if this variable is not set.

112 Appendix D Setting Dimensions Symbols Specifying a Database To Connect To LOCAL and PCMSDB Before invoking Dimensions from the Windows Command Prompt, you must set the symbols PCMSDB and LOCAL such that they take into account the whereabouts of the RDBMS database i.e. whether resident on the local machine or on a remote machine accessible via TCP/IP. You will have been notified of the identity of the PCMSDB symbol by e-mail when you were created as a Dimensions user by the Tool Manager. Within the pcms.cfg file the default settings are: PCMSDB LOCAL %DBNAME% NOTE Interactive log in to tools such as the PC Client, SCC Interface, Process Modeler, PVCS Replicator, Data Migration Utility, and IDE Setup do not use the PCMSDB or LOCAL symbols within pcms.cfg. Instead, they use a connection dialog box in which settings can be saved and restored see the related document PC Client User s Guide for details. If the database is resident on the local machine, then: To be able to run Dimensions commands from the Command Prompt, LOCAL and PCMSDB should be unset and set respectively as follows: set LOCAL= set PCMSDB=userdbname/password (1) or set PCMSDB=userdbname (2) 1. For a plain password. 2. For an encrypted password.

Specifying a Database To Connect To 113 To be able to run local Dimensions Clients/Administration tools, use the local login setting the TWO_TASK field to the value appropriate for the local database (ora8i by default). Although it is also technically possible to have the database resident locally on a Windows 2000/NT Server node and access a Dimensions server resident on a remote node (you would use the remote login dialog of the particular Dimensions Clients/Administration tool concerned and have a TWO_TASK on the remote Dimensions server pointing back to the database on the Windows 2000/NT Server node), such a setup is not recommended i.e. it is recommended that if a database is resident locally on a Windows 2000/NT Server node then the Dimensions server should be resident locally there as well. If the RDBMS database resides on a remote node accessible via TCP/IP, then: To be able to run Dimensions commands from the Command Prompt, LOCAL and PCMSDB should be set as follows: set LOCAL=<ora_service_name> set PCMSDB=userdbname/password (1) or set PCMSDB=userdbname (2) To be able to run Dimensions Clients/Administration tools using a local or remote login (the terms local and remote refer to the location of the Dimensions server not the RDBMS), the name of the database server node as supplied at the time of Dimensions installation needs to be supplied in login dialog (generically called TWO_TASK in that dialog). In the above, <ora_service_name> is the Oracle NET8 Service Name; this is normally the same as the Oracle instance identifier <orasid> assigned to Dimensions on the node hosting the RDBMS database. However, if there are other databases in the 1. For a plain password. 2. For an encrypted password.

114 Appendix D Setting Dimensions Symbols network with the same <orasid>, an alternative <ora_service_name> should be specified. The Windows Net8 Configuration Assistant GUI tool simplifies the setting up of database aliases to identify remote databases to which connections will be requested. The wizard sequence is described in the next subsection. Setting up a Database Alias To set up a database alias on your client node, navigate from the Start button to: Programs Oracle - Dimensions Network Administration Net8 Configuration Assistant This will take you into the Oracle install program for setting up database aliases for your remote Dimensions base databases. Use the Create action to add an alias for your remote Dimensions database. Having accessed the Net8 Configuration Assistant proceed as follows through the wizard by pressing the Next button Screen Welcome Select "Local Net Service Name Configuration" radio button not the default. Screen Net Service Name Configuration Leave default "Add" radio button selected Screen Net Service Name Configuration, Database Version "Oracle 8i database or service Screen Net Service Name Configuration, Service Name For example, <dev8>

Specifying a Database To Connect To 115 Screen Screen Net Service Name Configuration, Select Protocols TCP Net Service Name Configuration, TCP Protocol Complete Host Name field as required, for example, Moose Leave default radio button selected - Use the standard port number of 1521 Screen Net Service Name Configuration, Testing Select No to end. Do not select Yes. Windows 98/2000 Notes As a Windows 98 Dimensions installation can only be a Dimensions client, all operating-system user, Dimensions user and connection details are with respect to the remote Dimensions Server and the remote database. To use the Windows 98/2000 Dimensions Clients/Administration Tools to access the remote Dimensions and database servers, these details will be required so that the remote login dialog can be completed see the related document PC Client User s Guide for details. In addition, however, the Windows 98/2000 version of the Dimensions Administration Tools uses the local Oracle Client Tools for Dimensions installed as part of its own installation. These Oracle tools must be locally aware of database aliases before the Dimensions Administration Tools can be executed. The Windows Net8 Configuration Assistant GUI tool simplifies the setting up of database aliases to identify remote databases to which connections will be requested. The wizard sequence is described in the previous subsection.

116 Appendix D Setting Dimensions Symbols Sending Mail to Dimensions Users PCMS_MAILS PCMS_MAILS is the Dimensions Windows 2000/NT Server symbol used to specify the interface to the mail tool used to communicate information to users. Many Dimensions operations need to mail users in a multi-user environment. For example: When Dimensions products are created, the users who are Product Managers are notified via mail as to how they can start using their products. Whenever an item revision or change document is awaiting the attention of specific Dimensions users, as a result of a change in its lifecycle state, they are notified via mail to read their pending lists. Some Dimensions commands run batch scripts which on termination will mail users the outcome of the job. It should be noted that control of procedural time-scales and discipline remain with the project management. While Dimensions does provide report and query facilities to aid the management of a project, it does not chase outstanding actions. The default Dimensions configuration file pcms.cfg contains a configuration record for the mail client. This has the form: PCMS_MAILS<tab>%PCMS_PROG%\pcmsmail.exe -h "<mail_host>" -f "PCMS" -file "%%s" -s "%%s" -t "%%s" If, during installation of the Dimensions Server you elected to take the opportunity of entering a Simple Mail Transfer Protocol (SMTP) host name when offered that choice (see Step 16 on page 40), then that host name will already appear in the above string;

Sending Mail to Dimensions Users 117 otherwise, if you have an SMTP mailer and did not enter its identity during installation, edit pcms.cfg to insert it now. Dimensions applications will substitute, in the following order, for each of the "%%s" parameters: The name of a file containing the body of the mail. The subject of the mail. A comma-separated e-mail address list. Any other e-mail client may be substituted here, provided the above substitutions, in that order, are allowed for using the "%%s" notation, and they are surrounded with double quotes. Examples: PCMS_MAILS<tab>mailxx "%%s" "%%s" "%%s" PCMS_MAILS<tab>mymail /file="%%s" /subject="%%s" /to="%%s" The Default Mail Client pcmsmail Dimensions on Windows 2000/NT Server systems provides an SMTP mail client application, which comes preconfigured as the default. Syntax: where: pcmsmail.exe -h "<host>" -f "<from>" -file "<file>" -s "<subject>" -t "<to>" -c "<cc>" m "<mapping file>" -v -u "<user>" -p "<password>"

118 Appendix D Setting Dimensions Symbols -h "<host>" A mandatory parameter, where <host> is the name of a network host that is the SMTP mail server. -f "<from>" A mandatory parameter specifying the return e-mail address. -file "<file>" A mandatory parameter specifying an absolute path to a file that contains the body of the mail message. -s "<subject>" A mandatory parameter specifying the subject of the e- mail. -t "<to>" A mandatory parameter specifying a comma-separated list of recipients of the e-mail. -c "<cc>" An optional parameter specifying a comma-separated list of recipients to whom a copy of the e-mail will be sent. -m "<mapping file>" An optional parameter specifying a file which maps Dimensions user names to e-mail addresses. Mail to a particular Dimensions user will than be sent to the associated e-mail address. The mapping file is a simple text file containing lines of Dimensions user name to e-mail address associations of the following format <Dimensions user name><white-space><e-mail address> For example ( is a space or tab):

Sending Mail to Dimensions Users 119 petes Peter.Smith@xyz.com pcms Dimensions.Administrator@xyz.com user1 Fred.Jones@xyz.com -v verbose This optional parameter enables tracing information to be displayed - primarily to assist the PVCS Support Center in problem analysis. -u "<user name>" This parameter must be specified to enable user authentication when the Enhanced SMTP is being used. -p "<password>" The password for the user specified in the -u parameter. Examples: pcmsmail.exe -h "moon" -f "PM@xyz.com" -file "C:\temp\mailbody.txt" -s "About PM" -t "fred" m %PCMS_PROG%\mapping.txt pcmsmail.exe -h "jupiter" -f "CM" -file "H:\tmp\tmpfile.txt" -s "Created New Product" -t "fred,bill,amy" -c "robert,alex@xyz.com"

120 Appendix D Setting Dimensions Symbols Printing Data PCMS_PRINT This Dimensions symbol provides an interface to a print tool. When Dimensions commands require printing of various reports they call this interface. The Dimensions configuration file pcms.cfg contains a configuration record for the print tool. By default this is set to access the Windows 2000/NT Server command lpr on a Windows 2000/NT Server server caller server: lpr -S server -P printer This may be changed, either to reference the server machine and printer you use for the lpr command, or else changed entirely to whatever command you use for printing. Deleting Unwanted Files PCMS_DELETE For operations within Dimensions in which files are to be deleted, the tool specified by the PCMS_DELETE Dimensions symbol is used. The Dimensions configuration file pcms.cfg contains a configuration record for file deletion that is by default set to force such deletions: del /f

Reporting and Optional Symbols 121 This may be changed, for example, for safety reasons such that the files are not deleted but renamed into some suitable directory. Reporting and Optional Symbols The Dimensions configuration file pcms.cfg contains configuration records to control reporting message levels and optional controls. These should not be adjusted without explicit instruction from the PVCS Support Center. Windows 2000/NT Server Log On Domain PCMS_LOGON_DOMAIN If the Windows NT or 2000 Server system is one of a group of machines within a Windows 2000/NT Server Domain and is not the Domain Server you may specify the name of the Windows 2000/NT Server Domain in the configuration variable PCMS_LOGON_DOMAIN. This Windows 2000/NT Server Domain will then be use to log on all remote users (it is against this Domain that Dimensions will validate users and passwords) the local user database will not be consulted. The Dimensions configuration file pcms.cfg contains a configuration record for the Windows 2000/NT Server Domain that is by default set to <null>. This may be changed to specify an appropriate name: <name_of_nt_domain>

122 Appendix D Setting Dimensions Symbols You can test such a configuration by: Test 1: PC Client on Machine 1, Dimensions Server on Machine 2 and Windows 2000/NT Server Domain server on Machine 3. Machine 2 is a member of Machine 3's domain. Test 2: Connect with PC Client from Machine 1 with a remote connection Specifying a user that is registered on Machine 2 should succeed. Test 3: Connect with PC Client from Machine 1 with a remote connection Specifying a user that is not registered on Machine 2 but is registered on the 2000/NT Server domain should fail. Test 4: On Machine 3 add to the configuration file PCMS_LOGON_DOMAIN name_of_nt_domain. Restart the PVCS Dimensions Service then repeat the above test and it will succeed. Test 5: Repeat Test 3 with a user that is not defined in the domain. Check that the error message is the same as the first failure. Networking and Replication Heterogeneous Networking Dimensions Network and Replicator products have a client-server architecture that uses TCP/IP sockets to communicate between processes. (For further information, please refer to the related

Networking and Replication 123 documents Network User s Guide and Replicator User s Guide respectively.) These TCP/IP sockets are administered by assigning a number to a socket name. These assignments must be the same for all the installations within the Dimensions Network. On UNIX this will normally achieved by setting the values in the /etc/services file and using NIS to distribute the assignment around the network. On Windows 98/2000/NT there are differences between platforms. Dimensions gives administrators the option to place the socket name/number assignment within a configuration file on each node. This file, of course, is not distributed via the network so the assignments must be made in each configuration file in the Dimensions network. MERANT recommends UNIX users use the NIS mechanism to define these socket names. PCMS_SERVICE_PCMS_SDP_TCP and PCMS_SERVICE_PCMS_REPLICATOR_TCP The Network Connection Object, as defined in the Network Administration tool, is the socket name that must be defined. The default names used by Dimensions Network and Replicator are pcms_sdp and pcms_replicator respectively. These would be defined in the following way: Services file: pcms_sdp<tab>671/tcp pcms_replicator<tab>2091/tcp

124 Appendix D Setting Dimensions Symbols Configuration file: PCMS_SERVICE_PCMS_SDP_TCP<tab>671 PCMS_SERVICE_PCMS_REPLICATOR_TCP<tab>2091 PCMS_SERVICES_FILE As an alternative to the above, the symbol PCMS_SERVICES_FILE can be used to specify the location of a UNIX style services file, for example PCMS_SERVICES_FILE<tab>C:\TCP\services.dat Other Replicator Symbols The symbol PCMS_REMOTE_FILE_AREA has already been described in another context on page 111. The following symbol is also of importance: PCMS_REPLICATOR_SERVER The Dimensions configuration file pcms.cfg contains a configuration record for the Replicator server program that is by default set to: %PCMS_PROG%replicator_server.exe

Code Page Settings 125 Code Page Settings PCMS_CODEPAGE PCMS_CODEPAGE specifies the directory that will contain the mapping tables to be used when translating between EBCDIC and ASCII. Pre-supplied tables will be installed here and any userdefined mapping tables need to be placed here also. CAUTION! Extreme caution must be used to ensure that userdefined tables do not overwrite the supplied tables. Example: PCMS_CODEPAGE<tab>d:\dimensions\codepages Default: %PCMS_ROOT%\codepages PCMS_EBCDIC_CODEPAGES PCMS_EBCDIC_CODEPAGES defines which code pages are EBCDIC by specifying a list of the EBCDIC code set identifiers. This information is important as translations are only performed when moving items from ASCII environment to EBCDIC (or vice versa). It is not possible to detect automatically which code pages are EBCDIC or ASCII. Example: PCMS_EBCDIC_CODEPAGES<tab>0037,0500

126 Appendix D Setting Dimensions Symbols Default: If no code pages are defined, then they are all assumed to be ASCII. PCMS_DEFAULT_CODEPAGE PCMS_DEFAULT_CODEPAGE specifies a default code page to be used when working with connections for which a code page has not been defined. This effectively defines the code page for the system running the Dimensions data base server. Example: PCMS_DEFAULT_CODEPAGE<tab>00819 Default: If not defined, then 00819 will be used. Command Security PCMS_FILE_ENCRYPTION One of the new features introduced with Dimensions 7.0 was that all commands passed between the clients and the database server are encrypted. This enhances Dimensions security for all commands, but especially the tertiary node login command (AUTH). In addition to encrypting the commands, it is also possible to encrypt item contents as they are moved around the network. This can be particularly important in high security environments. However, because of the extra processing involved in encrypting/

Command Security 127 decrypting items, performance can be adversely affected. Therefore the capability to encrypt items during transfer is a configurable option that is set to off (no encryption) by default. Example: PCMS_FILE_ENCRYPTION<tab>on Default: PCMS_FILE_ENCRYPTION<tab>off

128 Appendix D Setting Dimensions Symbols

129 E Item Library Security on Windows 2000/NT Server In this Appendix For this section See page Protection 130 Library Access Process: PVCS 131 Dimensions Listener Service Item Library Node Location 131 Changing an Item's Format 132 Definition

130 Appendix E Item Library Security on Windows 2000/NT Server Protection The Dimensions item libraries are protected from unauthorized changes by setting an access control list (ACL) on each directory which is defined to hold a Dimensions item library - this must be done manually, using the Windows Explorer. Because ACLs are allowed only on files on a disk with an NTFS file system, it is recommended that item libraries are not defined on disks with FAT file systems, as there would be no way to protect the item libraries from unauthorized changes. NOTE Only the Administrator user is permitted to write, change or delete ACLs. MERANT recommends an ACL with the following attributes: System: Administrators: Owner: Full Control Read Access Read Access This will ensure that only the Dimensions Server is able to write files into these directories. Some additional users could be granted Read access to the item files by adding a group or users (using the Windows Explorer Security Permissions menu option). Do not give any users Write, Change or Delete access.

Library Access Process: PVCS Dimensions Listener Service 131 Library Access Process: PVCS Dimensions Listener Service The library access service PVCS Dimensions Listener Service is started by the Server Service administration (on Windows NT from Start Settings Control Panel Service; or on Windows 2000 Start Programs Administrative Tools Services) whenever the machine is started. This process is responsible for servicing PCMS_SDP protocol connection requests. Messages generated by the PVCS Dimensions Listener Service process are placed in the Windows 2000/NT Server Event Application log. This can be viewed by navigating to the Event Viewer (Start Programs Administrative Tools Event viewer) starting it, and on Windows NT selecting the Application option from the Log menu, or on Windows 2000 selecting "Application log" from the "Event Viewer" tree view. If you intend placing item libraries on a disk that is mounted with non-standard access permissions you may need to change the Login identity of the PVCS Dimensions Service accordingly. The identity can be changed in the Services dialog by selecting the Startup... button and entering the identity in the Log on As field. Item Library Node Location In the case of item libraries, it is important from an overall network perspective to ensure that they are defined on DFS nodes that can handle the load and are local to the users that most often require access to them.

132 Appendix E Item Library Security on Windows 2000/NT Server Changing an Item's Format Definition When an item file is put into a Dimensions item library, the item's format definition is queried to determine if the file is a text file or not. If the format definition says the file is TEXT then the file will be stored in the library converted to UNIX-style text format - i.e. lines end with [LF] (Linefeed = ^J) only, not [CR]+[LF] (Carriage-Return + Linefeed = ^M^J). If the format definitions are later changed, then it could affect the data that is got (fetched) from the item library. The definitions can be changed using the Process Modeler Formats and MIME Types function - refer to the related document Process Modeling User s Guide. NOTE Items that originate from OS/390 are stored in the item library in OS/390 format (i.e. in OS/390 record format and, if they are TEXT files, in EBCDIC). Appropriate conversions are made when fetching these items to Win32 or UNIX (e.g. TEXT files are converted to ASCII and each record delimited by [CR] + [LF] on Win32 and [LF] on UNIX.

133 F Trouble Shooting (Windows 2000/NT 4.0 Server) In this Appendix For this section See page Installation Problems 134 Connection Problems 137

134 Appendix F Trouble Shooting (Windows 2000/NT 4.0 Server) This appendix addresses problems that have been reported by various customers while performing a CD-1 installation on an Intel Windows NT 4.0/2000 Server platform. Installation Problems Problem Cause and Solution Installer does not automatically start. Installer starts but then exits. Make sure that you are logged in on the Windows 2000Server/NT Server with Administrator privileges before you start the install procedure. Eject the CD-ROM and re-insert it. Right-click on the CD-ROM drive icon in the Windows Explorer and select AutoPlay. Navigate to the binaries directory on the CD-ROM and execute setup.exe. Check your Users privilege you must have Administrator privileges before you start the install procedure. You are using the Windows 98 operating system this does not support a CD-1 installation (however, it does support a CD-2 installation).

Installation Problems 135 Problem Cause and Solution Installation has stopped as there is not enough disk space on the installation partition. The installation terminates with an error message (other than those described below). The installation terminates with the error message: Microsoft Visual C++ Runtime Library The Oracle 8i runtime installation fails. If the installation exits due to lack of disk space, you should de-install the CD-1 components before continuing see Appendix B, De-Installing Dimensions. Before restarting the installation, ensure that the partition has enough disk space refer to Server System Requirements on page 17 and the latest top level README file. Check also that there is at least 25Mb free space on the Windows System disk. Check that your User ID has full control over the install directory and all its subdirectories. Before continuing, you may need to de-install the CD-1 components see Appendix B, De-Installing Dimensions. If you see this error message, you should de-install the CD-1 components before continuing see Appendix B, De-Installing Dimensions. Dimensions installs the Oracle 8i runtime using the Oracle Universal Installer (OUI). If this installation fails, check the contents of the file <WINDISK>\Program Files\Oracle\Inventory\logs\silentInstall.log continued for a possible explanation.

136 Appendix F Trouble Shooting (Windows 2000/NT 4.0 Server) Problem Cause and Solution The most likely causes are as follows. Lack of disk space on <WINDISK> - approximately 25Mb is required. The installer was invoked using copies of the installation files that are located in a directory on disk whose pathname specification is very long. The OUI invoked by Dimensions may have accessed files from directory pathnames of this kind, a typical symptom of this being an error message regarding not being able to find the Java Runtime. If you need to do a disk-based install, keep the directory pathname short. Information obtained from files in <WINDISK>\Program Files\Oracle and Windows registry keys under HKEY_LOCAL_MACHINE\SOFTWARE\ORACLE is inconsistent. This may happen if the files or keys were deleted manually. Other problems causing the installation to fail. De-install the CD-1 components and restart the installation see Appendix B, De-Installing Dimensions.

Connection Problems 137 Connection Problems Problem Unable to connect using PC Client. I can log in using PC Client but the Process Modeler will not allow a connection. Unable to connect to the server. cannot find program... unable to load... Cause and Solution Check that all service components have started on the server. These are: OracleDimensionsTNSListener PVCS Dimensions Listener Service PVCS Dimensions Service OracleService<SID> PVCS_Dimensions_Licensing PVCS Replicator Restart any of the above that are not started, and then try to reconnect to the client. You are not using a valid login in the PC Client connection dialog i.e. one other than that specified during the installation or created by the Tool Manager. You have not defined a Net8 alias. Start the Oracle Net8 Configuration Assistant tool and set up the alias for connection to your database. The server name has not been defined in the DFS.DAT file. Ensure that PCMS%HOME%\prog is included in your PATH environment variable.

138 Appendix F Trouble Shooting (Windows 2000/NT 4.0 Server) Problem License key not found. Other Licensing Problems. Cause and Solution Check that you entered the license information correctly, or On the server platform, enter the License Key as described in Licensing Dimensions Products on page 52. See the debug log file. This is usually in %PCMS_LICENSE%.

139 G Interconnecting Dimensions 6.0 and 7.2 Servers In this Appendix For this section See page Updating the dfs.dat File 140

140 Appendix G Interconnecting Dimensions 6.0 and 7.2 Servers Updating the dfs.dat File When interconnecting Dimensions 6.0 and 7.2 servers, it is necessary to add entries to the dfs.dat file in the dfs subdirectory of your Dimensions installation describing your server environment. Without these entries, you will receive an error when you attempt to connect from a Dimensions client to a remote server. Using an incorrect entry can lead to file translation problems when connecting from PC clients to non-windows servers. The entries are of the format shown below with examples of entries shown immediately beneath. The significance of each field is described in the next table. <Logical_name> <Host_name> proj1 proj1.eu.merant.com pcms_dfs TCP UNIX OS 819 proj2 proj2.eu.merant.com pcms_sdp SDP UNIX OS 819 If you have a Windows 2000/NT Server environment, then the following entries can be used : * * pcms_sdp SDP NT OS 819 * * pcms_replicator INT NT OS 819 In a heterogeneous environment, you will need to identify the operating system types of the servers to which you will be connecting. projdbs projhost pcms_sdp SDP MVS OS 500 devdbs devhost pcms_sdp SDP NT OS 819 Where there are a number of servers with different operating system types, then, each server should be entered in the dfs.dat file using its hostname and operating system type. <Service> <Protocol> <OS> <Filesystem> <Codepage>

Updating the dfs.dat File 141 Each line of the file defines one connection between this node and another node, and contains the following seven fields with at least one space between each field. Any lines starting with a left angle bracket symbol are treated as comment lines and ignored: Field Name Comment <Logical name> Logical name of the remote node. A physical node can have more than one logical name. You can specify an asterisk in this field, to denote that the node can connect to any node in the network. <Host_name> Physical host name of the remote node. You can specify an asterisk in this field, to denote that the node can connect to any node in the network. <Service> If this field starts with a digit it is treated as the TCP/IP port number of the remote machine. If it does not, it is treated as a service name defined in pcms.cfg file. In this example: pcms_dfs denotes a server is running Dimensions 6.0. pcms_sdp denotes a server running Dimensions 7.x. The communication protocol used by the connection must be one of the following: <Protocol> SDP SDP Dimensions V2 TCP/IP protocol. Use this protocol on nodes requiring to access a Dimensions 7.x. server (i.e. a Dimensions 7.x. installation which hosts Dimensions item libraries). INT INT Dimensions V2 TCP Dimensions/IP protocol. Use this protocol for Replicator nodes

142 Appendix G Interconnecting Dimensions 6.0 and 7.2 Servers Field Name <OS> Comment TCP TCP Dimensions V1 TCP/IP legacy protocol. Use this protocol on a node requiring access to a Dimensions 6.x library server. The operating system used by the remote node. Must be one of the following: UNIX: Any version of the UNIX operating system NT: Any version of the Windows 2000/ NT operating system <Filesystem> <Codepage> MVS: The OS/390 MVS operating system The file system used by the remote node, always OS meaning the file system native to the operating system of the remote node. The code page used by the connection for text files so that they are converted from one code page to another when they are checked out or gotten. The two codes used are: 500 International (EBCDIC) 819 ISO-8859-1 (ASCII) For a comprehensive list please refer to the Network User s Guide.

143 Index A access control lists 130 accessing the payroll demonstration product 62 ACLs 130 C CD-1 components 16 CD-2 components 16 CD-4 components I-Net 17 WebDAV 17 character set 41 configuration file pcms.cfg 108, 110 configuring iplanet Web Server 76 Microsoft Internet Information Server 72 contacting technical support 11 conventions, typographical 10 D de-installing Dimensions cautions 84 server components files not deleted automatically 87 removing programs 86 stopping active services 85 deleting unwanted files 109, 120 demo license 23, 37, 58 dfs.dat file 140 Dimensions 6.0 and 7.2 servers (interconnecting) dfs.dat file fields file system 142 host name 141 logical name 141 operating system 142 protocol 141 service 141 updating the dfs.dat file 140 Dimensions component binaries client 16 I-Net 17 server 16 WebDAV 17 Dimensions I-Net configuring for iplanet Web Server 76 configuring for Microsoft IIS Web Server 72 installing 69 starting 71 stopping 72 uninstalling 79 upgrading 68 Dimensions I-Net client, starting 78 Dimensions Make on a multi-homed server 60 documentation set 9

144 Index E e-mail 12 environment variables 109 existing user reuse of own generic process model 26 F full license 23 H hard-copy documentation ordering 11 host requirements CPU 17 disk space database 18 Dimensions 18 Oracle 18 PVCS REplicator 18 display 17 network software 18 operating systems 17 Oracle software 18 processor 17 I installation default 20 summary of activities 19 installation and location symbols 109 installing Dimensions customize parameters 39 customizing database parameters base database name 44 base database password 44 create database 43 demo product library 44 install published views 44 PCMS_SYS password 44 process model 44 tool manager 44 customizing Dimensions server parameters home directory 46 install server 46 mail host 46 program groups 46 customizing Oracle parameters alias name 41 create instance 41 database character set 41 database directory 41 install Oracle server 41 logfile size 41 Oracle directory 41 PCMS_DATA size 41 PCMS_RBS size 41 PCMS_TEMP size 41 SID 41 SUS password 41 SYSTEM password 41 SYSTEM size 41 customizing Replicator parameters install Replicator 47 proceed with installation 48 start service 47 TCP/IP port 47 tool manager password 47 default parameters 39 proceed with installation 40 SMTP Mail server 40 tool manager password 40 Dimensions database size 38 Dimensions folder 38 Dimensions server installation overview 31 entry level process model 38

Index 145 error recovery incomplete installation 49 Oracle installation log 50 initiating automatic shutdown of active Oracle services 35 inserting CD-1 35 logging in as local Administrator 35 reading and accepting the license agreement 35 reading the README 35 selecting the correct ORACLE home on multi-home machines 35 installing a Dimensions server without creating a base database 32 intermediate process model 38 Oracle folder 38 Oracle server installation overview 30 other process model 38 progress monitoring 48 selecting components create an Oracle instance 36 install Dimensions server 36 install Oracle server 36 install PVCS Replicator 36 selecting license option demo license 37 enter license later 37 full license 37 use existing license 38 tool manager 39 installing Dimensions I-Net 69 installing published views 60 installing WebDAV Server 69 iplanet Web Server configuration 76 updating obj.conf 76, 77 ISAPI filters 73 item libraries access control lists (ACLs) 130 impact changing format definitions 132 library access process PVCS Dimensions Listener Service 131 node location 131 L license agreement 35 licensing Dimensions products 37 FLEXlm administration tools LMTOOLS GUI 94 configure services 105 server diagnostics 104 server status 103 server/license file 95 start/stop/reread 100 stop/reread 101 switch report log 102 system settings 98 utilities 99 lmutil CLI 93 creating the license.dat file 54 demo license 58 FEATURE lines 55 licensing after Dimensions installation 54 multiple vendors 90 SERVER line 55 starting using LMUTILS GUI 56 VENDOR line 55 LOCAL 109, 112 location of item library node 131 logging the installation 20, 50 M Microsoft Internet Information Server adding ISAPI filters 73 configuration 72 configuring security 75 creating virtual web directories 74 troubleshooting 76 updating the registry 72

146 Index O online manuals ordering hard-copy manuals 11 ora_service_name 113 ordering hard-copy documentation 11 P pcms.cfg 108, 110 PCMS_CODEPAGE 125 PCMS_DEFAULT_CODEPAGE 126 PCMS_DELETE 120 PCMS_EBCDIC_CODEPAGES 125 PCMS_LOGON_DOMAIN 121 PCMS_MAILS 116 PCMS_PRINT 120 PCMS_REMOTE_FILE_AREA 111 PCMS_REPLICATOR_SERVER 124 PCMS_SERVICE_PCMS_REPLICATOR_TCP 123 PCMS_SERVICE_PCMS_SDP_TCP 123 PCMS_SERVICES_FILE 124 PCMS_TMP 111 PCMSDB 108, 112 pcmsmail mail client 117 port number, for Tomcat 70 post-installation accessing the payroll demonstration product 62 Dimensions Make on a multi-homed server 60 FLEXlm licensing 53 creating the license.dat file 54 demo license 58 FEATURE lines 55 licensing after Dimensions installation 54 SERVER line 55 starting using LMUTILS GUI 56 VENDOR line 55 installing published view 60 licensing Dimensions products 52 standalone process model installer 26 updating registry for Windows NT FAT/ FAT32 file system 59 pre-installation creating a tool manager account 22 deciding which process model to install 25 file system security considerations 26 general checks CD-1 and CD-2 on same machine 25 disk space 24 SMTP mail server details 24 upgradable versions 25 using a character set other than US7ASCII 25 identifying host-id for license request 23 working with multiple Oracle Homes 26 print data 109, 120 printed manuals ordering 11 process model entry level 25, 38 intermediate 25, 38 other 25, 38 PVCS Dimensions Listener Service 131 R reporting symbols 109 S sending mail 109, 116 service, running Tomcat as 77 set up environment configuration file pcms.cfg 108 environment variables 109 LOCAL 109, 112

Index 147 modifying configuration file pcms.cfg 110 ora_service_name 113 PCMS_CODEPAGE 125 PCMS_DEFAULT CODEPAGE 126 PCMS_DELETE 120 PCMS_EBCDIC_CODEPAGES 125 PCMS_LOGON_DOMAIN 121 PCMS_MAILS 116 PCMS_PRINT 120 PCMS_REMOTE_FILE_AREA 111 PCMS_REPLICATOR_SERVER 124 PCMS_SERVICE_PCMS_REPLICATOR_TCP 123 PCMS_SERVICE_PCMS_SDP_TCP 123 PCMS_SERVICES_FILE 124 PCMS_TMP 111 PCMSDB 108, 112 setting up a database alias 114 TWO_TASK 113 setting up a database alias 114 specifying a database to connect to 109 starting Dimensions I-Net client 78 SupportNet Online 12 U upgrading Dimensions I-Net 68 WebDAV Server 68 using your own Oracle software 18 W web servers configuring iplanet 76 configuring Microsoft IIS 72 WebDAV Server components 67 configuring for iplanet Web Server 76 configuring for Microsoft IIS Web Server 72 installing 69 starting 71 stopping 72 uninstalling 79 upgrading 68 T technical support contacting 11 contacting by e-mail 12 contacting by fax 13 contacting by mail 14 Tomcat description 71 port number 70 running as a service 77 starting and stopping 71 trouble shooting connection problems 137 installation problems 134 TWO_TASK 113 typographical conventions 10

148 Index