Oblicore Guarantee™ 6.3 Service Release 4

Installation Guide

© 2000–2010 Oblicore Inc. All rights reserved. Oblicore Guarantee™ 6.3 Service Release 4. This document is subject to the following conditions and restrictions: It contains Oblicore, Inc proprietary information. This information is supplied solely for the purpose of assisting

explicitly and properly authorized users of Oblicore Guarantee™. No part of its contents may be used for any other purpose, disclosed to any person or firm or reproduced by any

means, electronic or mechanical, without the express prior written permission of Oblicore, Inc. The text and graphics are for the purpose of illustration and reference only. The specifications on which they are

based are subject to change without notice. The software described in this document is furnished under a license. The software may be used or copied only

in accordance with the terms of that agreement. Information in this document is subject to change without notice. Corporate and individual names and data used

in examples herein are fictitious unless otherwise noted. Oblicore Guarantee™ is a trademark of Oblicore, Inc. Other company and brand products and service names are trademarks or registered trademarks of their respective holders.

Release Information

Software Version: 6.3 Service Release 4 Release Date: 15 June, 2010 Last Updated Date: 15 June, 2010

Contents Installation Guide .......................................................................................... 1

Introduction ................................................................................................... 1 Package Content ....................................................................................................1 Additional Help........................................................................................................2

Overview ........................................................................................................ 3

Upgrading Instructions................................................................................. 5 Prerequisites ...........................................................................................................5 Upgrading Process..................................................................................................7 Upgrade Post-installation Activities.........................................................................8

Updating Adapters Not on Oblicore Server......................................................................9 Client Installation ........................................................................................ 11

Introduction ...........................................................................................................11 Supported Platforms .............................................................................................11 Client Components................................................................................................11 Prerequisites .........................................................................................................12 Installation Process...............................................................................................12

Creating a Local User Account .................................................................. 13

Uninstalling Oblicore Guarantee™ 6.3 Service Release 4 ....................... 15

Upgrade and Configuration Dialog Boxes ................................................ 17

Index............................................................................................................. 19

Chapter 1

Introduction Oblicore Guarantee™ 6.3 Service Release 4 is an accumulative update to Oblicore Guarantee™ 6.3 (including fixes and service releases), and is not intended for any other version.

Important: The database must be backed up prior to upgrading and the servers must be rebooted after upgrading.

Package Content Prior to upgrading, verify that you have all the required files as listed below in order to perform the upgrading.

File Name Description

OG63SR4.exe Application setup file.

OG63SR4.Log_Enabled.bat Batch file that runs the Application setup file and creates a log file.

OG63SR4_Client.exe Client setup file.

OG63SR4_Client.Log_Enabled.bat Batch file that runs the Client setup file and creates a log file.

Documentation Folder containing the Oblicore Guarantee™ 6.3 Service Release 4 documentation portfolio.

Post_Install Folder containing required post installation tools.

Prerequisites Folder containing files required prior to upgrading Oblicore Guarantee™ 6.3 Service Release 4.

Setup DB Folder containing files for upgrade of Oblicore database instance, and other database tools.

2 Oblicore Guarantee™ 6.3 Service Release 4 Installation Guide

Additional Help For additional help upgrading Oblicore Guarantee™ 6.3 Service Release 4 contact the Oblicore Support team:

By Phone:

Toll free number in Germany: +49 (0) 800 189 0489

Toll free number in France: +33 (0) 800 906 553

Toll free number in the UK: +44 (0) 800 404 9235

Toll free number in the US: +1 877 534 6770

Toll free number in Australia: +1 800 193 212

International number: +972 9 762 7000

By email:

For Asia-Pacific: apac_support@oblicore.com

For Europe, Middle East and Africa: emea_support@oblicore.com

For North America: na_support@oblicore.com

Chapter 2

Overview Oblicore Guarantee™ 6.3 Service Release 4 can be upgraded on several topology types. Prior to upgrading, identify your topology type from the table below.

Topology Type Description Upgrading Sequence

Single server Database, Application, and Web components are installed on same server.

Run OG6.3SR4.Log_Enabled.bat on this server.

Two servers Distributed on two servers. First server: Database component Second server: Application component

and Web component

Run OG6.3SR4.Log_Enabled.bat on Application/Web server

Three servers Distributed on three servers. First server: Database component Second server: Application component Third server: Web component

Run OG6.3SR4.Log_Enabled.bat on Application server

Run OG6.3SR4.Log_Enabled.bat on Web server

Four servers or more

Distributed on four servers or more. First server: Database component Second server: Application component Third server: Web component Fourth server: Additional application

components

Run OG6.3SR4.Log_Enabled.bat on all Application servers

Run OG6.3SR4.Log_Enabled.bat on Web server

Chapter 3

Upgrading Instructions This chapter describes the steps required to upgrade to Oblicore Guarantee™ 6.3 Service Release 4. The upgrade process includes running the OG63SR4.Log_Enabled.bat file on all Application servers, Web servers and Adapter servers (if they exist). The upgrade file recognizes on which server it is run and updates the necessary files.

Important:

• The database migration script is automatically set to run on the Application server that includes the Oblicore Alerts service.

• Upgrading must be performed on the Application server that contains the Oblicore Alerts service first and only afterwards on all other servers.

• Oblicore highly recommends printing Appendix A prior to installation, so as to have handy the installation windows and configuration parameters information

Prerequisites Prior to upgrading to Oblicore Guarantee™ 6.3 Service Release 4: Verify that the installed Oblicore Guarantee™ version is 6.3, 6.3 Service Release 1 or 6.3

Service Releases 2 and 3 and you are able to perform basic operations such as logging into Oblicore Guarantee™.

Backup all Oblicore folders and files and create a database dump, so as to enable rollback.

Note: To perform a rollback, you must uninstall all versions of Oblicore Guarantee™, install the previous version and import the backed up data. For more information, see Uninstalling Oblicore Guarantee™ 6.3 Service Release 4.

Backup any files you have customized. The following list indicates files that can be customized in Oblicore Guarantee™: LoginCommon.asp RedirectToLogin.asp SilentLogin.asp AcceptLogin.asp Web.config Registry.xml Index.asp (for Single Sign On) logo.jpg logo.gif logobg.gif logout1.gif logout2.gif Reportlogo (and other logo like dash/report export)

Verify that a user that has administration privileges is used for upgrading. If upgrading more than one server, Verify that the Web and Application servers are time

synchronized.

6 Oblicore Guarantee™ 6.3 Service Release 4 Installation Guide

Oblicore recommends that you use a domain account instead of a local account during upgrading of Oblicore Guarantee™ 6.3 Service Release 4. When using a domain account, the same account should be used for all Oblicore servers.

Verify that any account that will be in use, must be a member of the local administrator group and the necessary details for upgrading must be known.

Verify that Oblicore Guarantee™ is in idle mode by performing the following steps: Stop all adapters in the UI. Stop all Oblicore adapters on all relevant servers. Stop all Oblicore Guarantee™ services.

If you have a distributed system, stop all the relevant services on each server. Stop the Oblicore web site from the IIS Web Sites

Important: Do not stop the relevant Oracle database service.

Run the oblicore_privs.sql. The file is supplied with the upgrading package and is located under \Prerequisites folder. If you do not have SYS privileges have the SYS DBA perform the steps:

Set the Computer Browser service to Start.

Note: This service is required for upgrading purposes only. If your company's policy is to have this service disabled, contact your system administrator for assistance.

Set the Distributed Transaction Coordinator service to Start.

Upgrading Instructions 7

Upgrading Process To upgrade to Oblicore Guarantee™ 6.3 Service Release 4: 1. Verify that the Computer Browser service is started.

Note: This service is required for upgrading purposes only. If your company's policy is to have this service disabled, contact your system administrator for assistance.

2. In the local directory to which you downloaded or copied the upgrading files, double-click OG63SR4.Log_Enabled.bat. The Welcome window appears.

3. Click Next. The Database Connection window appears. 4. Select the Oracle client version. The default version is the server default. 5. Type the Oblicore database instance TNS name. 6. Select the Run Migration Script check box, which runs the SQL script that updates the

database directly from the EXE upgrading file, if running the EXE file for the first time. 7. Click Next. The Logon Information window appears. 8. In User Name, type a user name or browse to select the local user used during the

upgrading of the current Oblicore Guarantee™ version.

Note: The default user name that appears is the one that was used to log in and start the upgrade process.

9. In Password type the password of the user that is selected in the User Name field. 10. Click the New User Information button to create a new domain user account. For more

information, see Creating a Domain User Account. "Creating a Local User Account" on page

11. Click Next. The Ready to Install the Application window appears. 12. Review the settings that were made so far. To change any of the previous settings, click

Back. To cancel the upgrade, click Cancel. Otherwise, click Next. The Updating System window appears and upgrading begins.

13. If the Run Migration Script check box was selected, a window appears. Follow the onscreen instructions.

14. When upgrading finishes, a window appears confirming a successful upgrade and prompts you to restart the computer (by default, Yes is selected). Click Finish. The system restarts.

8 Oblicore Guarantee™ 6.3 Service Release 4 Installation Guide

Upgrade Post-installation Activities After upgrading, the following activities must be performed: 1. Start the web site. 2. If the Run Migration Script check box was not checked in the Ready to Install the

Application window during upgrade, the required database changes must be applied on each server as follows: a. Double click on the OG63xMigration.bat file located under the <installation

directory>\Oblicore\Setup\Migration folder. b. Follow the onscreen instructions.

3. On the Web server: a. Review the Config_Int.ini file located under the <installation

directory>\Oblicore\Setup folder and validate that the values are correct. You can use the table in Appendix A

b. Run the Config_Init.bat file located under the <installation directory>\Oblicore\Setup folder.

4. Restore all customized files you have backed up prior to the upgrade. 5. If you are using a proxy server to access Oblicore Guarantee™, perform the following

steps: a. Clear the cache on the organization's proxy server. b. In Internet Explorer, clear the cache (delete temporary Internet files).

6. If Oblicore Guarantee™ 6.3 Service Release 4 was installed on one server and Oracle 11 is installed, perform the following steps: a. Stop the Oblicore-PSLWriter service b. From the local directory to which you downloaded or copied the installation files, copy

the files located in \Post_Install\Oracle11 into the <installation directory>\Oblicore\bin.

c. Click Start->Run and type Regsvr32 PSLDebuggerPrj.dll. d. Click OK. e. Click Start->Run and type Regsvr32 CurrentStatusEngineDO.dll. f. Click OK. g. Click Start->Run and type dcomcnfg. h. Click OK. The Component Services window appears. i. Go to Component Services->Computers->My Computer->COM+ Applications-

>Oblicore Engine->Components. j. From the <installation directory>\Oblicore\bin folder, drag and drop the

PSLDebuggerPRJ.dll file into Components. k. Start the Oblicore-PSLWriter service.

Upgrading Instructions 9

Updating Adapters Not on Oblicore Server In some systems the adapters are installed on servers other than the Oblicore server. The migration file does not upgrade these adapters. To update adapters that are not on the Oblicore server a manual migration is required. To update adapters installed on servers other than Oblicore:

Copy the following files from the adapter directory of a previously migrated server to the adapter directory of this server: TextFileAdapter.exe SqlAdapter.exe

Important: Make sure to backup all adapter configuration files before starting the migration.

Chapter 4

Client Installation Introduction Oblicore Guarantee™ pages require additional third party applications to be installed on the end user’s browser. These applications can be retrieved from the specific pages or be installed by the client installation kit.

This chapter describes the installation instructions for installing the Oblicore Guarantee™ 6.3 Service Release 4 client.

Supported Platforms The supported platforms for Oblicore Guarantee™ 6.3 Service Release 4 client are: Microsoft Windows XP (32-bit version) SP1, SP2 and SP3 Microsoft Windows Vista (32-bit version) Microsoft Windows 7.0 (32-bit version)

Client Components The following table indicates the components that are required by Oblicore Guarantee™ 6.3 Service Release 4 pages and are installed by the Oblicore Guarantee™ 6.3 Service Release 4 client.

Component Name Third Party Application

Used In

Time Slot Editor Applet Framework->Template Library->Timeslots Templates->View always timeslot

TeeChart Pro ActiveX Reports->Report Wizard->Generate

Flowchart ActiveX Service Delivery Navigator

Script Editor ActiveX Framework->Template Library...->Business Logic Templates->Add Business Logic Template

DataSourceAnalyzerAX ActiveX Configuration->Adapters->Add New Text File/SQL Adapter

ActiveQueryBuilderXControls ActiveX Configuration->Adapters->Add New SQL Adapter

12 Oblicore Guarantee™ 6.3 Service Release 4 Installation Guide

Prerequisites Prior to installing the Oblicore Guarantee Client MSI, the client machine must have the following components installed: Java Runtime Environment version 1.4.2.3 and up. For more information on Java Runtime

environment, see http://www.java.com/. Microsoft Office Web Components version 10 or higher. For more information on

Microsoft Office Web Components, see http://www.microsoft.com.

Installation Process Oblicore Guarantee™ 6.3 Service Release 4 client should be run on any end-user machine before logging into the Oblicore Guarantee™ website.

If the end-user machine has Oblicore Guarantee™ 6.3 or higher client already installed, there is no need to install Oblicore Guarantee™ 6.3 Service Release 4 client. To install: 1. Make sure that a user that has administration privileges is used for running the installation. 2. Double click on OG63SR4_Client.Log_Enabled.bat. The Welcome window appears. 3. Follow the on-screen steps until installation completes.

Chapter 5

Creating a Local User Account When upgrading to Oblicore Guarantee™ 6.3 Service Release 4, Oblicore recommends that you use a domain account for each machine on which Oblicore Guarantee™ 6.3 Service Release 4 is installed. If you still need to create a local user account, perform the following steps. To create a local user account: 1. In the Logon Information window, click New User Information. The New User

Information window appears. 2. Type or browse to the server name. 3. In Group, browse to the Administrators group. 4. Type the desired account. Oblicore recommend that you use an account with meaning such

as OblicoreServiceAccount. 5. In Password, type in a password.

Note: The password should meet the company policy.

6. Confirm the password. 7. Click OK.

Chapter 6

Uninstalling Oblicore Guarantee™ 6.3 Service Release 4 Important Notice:

Oblicore Guarantee™ 6.3 Service Release 4 cannot be uninstalled unless Oblicore Guarantee™ 6.3 is uninstalled. To uninstall Oblicore Guarantee™ 6.3 Service Release 4, the whole Oblicore Guarantee™ 6.3 application must be uninstalled.

Uninstalling Oblicore Guarantee™ 6.3 Service Release 4 must be performed on all servers according to the installation topology type. To uninstall Oblicore Guarantee™ 6.3 Service Release 4: 1. In Control Panel, double-click Add or Remove Programs. 2. Select Oblicore Guarantee™ and click Remove. 3. Restart the machine. 4. In Control Panel, double-click Add or Remove Programs. 5. Select the latest Oblicore Guarantee™ service release and click Remove. 6. Restart the machine. 7. Repeat steps 6–8 for all installed Oblicore Guarantee™ service and major releases.

Appendix A

Upgrade and Configuration Dialog Boxes This appendix lists all upgrade windows and configuration files and their related parameters.

The following table describes the upgrade windows and their related parameters.

Window Name

Parameters Values Remarks

Database Connection

Oracle Version 9, 10 or 11 Default: Server default

Oblicore Database Instance TNS Name

Type TNS name as it appears in TNSNAMES.ORA file.

Run Migration Script

Checked or un-checked

The check box is automatically checked on the Application server that includes the Oblicore Alerts service.

Logon Information

User Name Name of user Default: User of account that ran installation. Oblicore recommends changing user and password to a dedicated domain account. If you need to create a new local account, see Creating a Local User Account.

Password User password

New User Information button

See New User Information row

New User Information

Domain or server

Name of local server

Group Administrators

User Name Name of user

Password User password

Conforms to company policy.

Confirm Password

Confirm password

18 Oblicore Guarantee™ 6.3 Service Release 4 Installation Guide

The following table describes configuration files and their related parameters.

Configuration File

Parameters Default Values

Remarks

Config_Ini.ini ORGANIZATION_NAME

The organization name

If your organization name contains special characters (e.g. &), add the ^ character before each special character (e.g. AT&T should be written as AT^&T).

TEMPLATE_PATH*

'<installation directory>\Export Templates\'

The location of the export templates folder.

BOOKLET_TEMPLATE_PATH*

'<installation directory>\Booklet Templates\'

The location of the booklets templates folder.

WEB_SERVER

The Web server name

DB_NAME The Oblicore Database Instance TNS Name

The TNS name of the Oblicore Guarantee™ database.

OBLICORE_USER

oblicore The Oblicore user name in the database.

OBLICORE_PASS

oblicore The Oblicore user password in the database.

MPX_CONFIGURATION_DIRECTORY*

'<installation directory>\Packages\Configuration\'

The location of the packages configuration folder.

MPX_INPUT_DIRECTORY*

'<installation directory>\Packages\'

The location of the packages input folder.

MPX_LOG_DIRECTORY*

'<installation directory>\Packages\Log\'

The location of the packages log folder.

MPX_OUTPUT_DIRECTORY*

'<installation directory>\Packages\'

The location of the packages output folder.

MPX_TEMP_DIRECTORY*

'<installation directory>\Packages\Temp\'

The location of the packages temporary folder.

* The values entered for these parameters must begin with a single quote and end with a backslash and a single quote (e.g. ‘C:\Temp\’).

Index A Additional Help • 2 Appendix A - Upgrade Windows and

Configurations • 17 C Client Components • 11 Client Installation • 11 Creating a Local User Account • 13 I Installation Process • 12 Introduction • 1, 11 O Overview • 3 P Package Content • 1 Prerequisites • 5, 12 S Supported Platforms • 11 U Uninstalling Oblicore Guarantee™ 6.3

Service Release 4 • 15 Updating Adapters Not on Oblicore Server

• 9 Upgrade Post-installation Activities • 8 Upgrading From a Previous Version of

Oblicore Guarantee™ • 5 Upgrading Process • 7