EASYVISTA 2013 Installation Guide

EasyVista 2013 Installation Guide

Last update : May 24th, 2013

24/05/2013 EasyVista 2013 Installation Guide

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Summary

A. New in this document linked to EasyVista versions .................... 13

A.1. New in EasyVista 2012 .................................................................................... 13



B. Presentation .................................................................................... 15

B.1. Prerequisites ................................................................................................... 15

B.2. Overall installation process ........................................................................... 15

B.2.1. 1 Installation preparation .......................................................................................................... 15 B.2.2. 2 Main installation process ....................................................................................................... 15 B.2.3. 3 Installation of complementary INSIDE components ............................................................. 15 B.2.4. 4 Installation of complementary OUTSIDE components ......................................................... 15 B.2.5. 5 Validation document ............................................................................................................. 15

B.3. Limits of Unicode in configuration / parameters .......................................... 15 A.1.1 Configuration files ................................................................................................................ 15 B.1.1 Others .................................................................................................................................. 16

B.4. EasyVista architecture .................................................................................... 17

B.4.1. Tiers ............................................................................................................................................ 17 B.4.2. EasyVista Components ............................................................................................................... 17 B.4.3. External Components ................................................................................................................. 18

C. Installation preparation .................................................................. 18

C.1. Why do you have to prepare the installation? .............................................. 18

C.1.1. Define the platform architecture .................................................................................................. 18 C.1.2. Collect the information about the platform .................................................................................. 19 C.1.3. Validate what has been bought and what youll have to do ....................................................... 19 C.1.4. Define the overall planning ......................................................................................................... 19

C.2. Document reference ....................................................................................... 19

C.3. Planning consideration .................................................................................. 19

C.4. Things that must be carefully checked before starting the installation ..... 19 C.4.1. All your windows server .............................................................................................................. 19 C.4.2. Web server .................................................................................................................................. 20 C.4.3. Application server ....................................................................................................................... 20 C.4.4. Database server (ALL) ................................................................................................................ 20 C.4.5. Database server (SQL SERVER) ............................................................................................... 20 C.4.6. Ldap / Active Directory Server .................................................................................................... 20


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C.4.7. SMTP / POP3 Server .................................................................................................................. 20 C.4.8. FTP Server .................................................................................................................................. 20 C.4.9. Firewall ........................................................................................................................................ 20

C.5. Performance consideration ............................................................................ 21

C.5.1. Network cards ............................................................................................................................. 21 C.5.2. Antivirus ...................................................................................................................................... 21

D. Main installation process ............................................................... 21

D.1. Limits ............................................................................................................... 21

D.2. Legend ............................................................................................................. 22

D.3. Log files ........................................................................................................... 22

D.4. Installation ....................................................................................................... 22 D.4.1. Start the setup ............................................................................................................................. 22 D.4.2. Choose the temporary folder for installation ............................................................................... 22 D.4.3. Choose the type of installation .................................................................................................... 22 D.4.4. Step description page ................................................................................................................. 23 D.4.5. Select the folder where your licenses are ................................................................................... 23 D.4.6. Define the Easyvista application path ......................................................................................... 23 D.4.7. Choose the architecture of your platform ................................................................................... 23 D.4.8. Choose how the database containers will be created ................................................................ 24 D.4.9. If you choose CONTAINERS HAVE ALREADY BEEN CREATED ............................................ 24 D.4.10. If you choose GENERATE A SQL SCRIPT .............................................................................. 25 D.4.11. If you choose AUTOMATICALLY CREATE THE CONTAINERS ............................................. 25 D.4.12. Check access to Easyvista database accounts and populate containers ................................ 26 D.4.13. Choose the SMO Backoffice options you want to use.............................................................. 26 D.4.14. Configure the way collection points will send data to the backoffice server ............................. 27 D.4.15. Configure the ports and IP addresses of Easyvista components ............................................. 27 D.4.16. OPTIONAL: Apache installation ............................................................................................... 29 D.4.17. WEB Pages configuration and copy ......................................................................................... 30 D.4.18. Installation report and connect to Easyvista ............................................................................. 30

E. Add EasyVista nodes on the platform ........................................... 30

E.1. Add a new web server ..................................................................................... 31 E.1.1. Prerequisites ............................................................................................................................... 31 E.1.2. Start the setup ............................................................................................................................. 31 E.1.3. Choose the temporary folder for installation ............................................................................... 31 E.1.4. Choose the type of installation .................................................................................................... 31

E.2. Add a new application server ......................................................................... 32 E.2.1. Prerequisites ............................................................................................................................... 32 E.2.2. Start the setup ............................................................................................................................. 32 E.2.3. Choose the temporary folder for installation ............................................................................... 33 E.2.4. Choose the type of installation .................................................................................................... 33

E.3. Reinitialize an EasyVista account .................................................................. 34 E.3.1. Start the setup ............................................................................................................................. 34 E.3.2. Choose the temporary folder for installation ............................................................................... 34 E.3.3. Choose the type of installation .................................................................................................... 34


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E.3.4. Choose the kind of operation you want to do on the account ..................................................... 34 E.3.5. If you selected UPDATE AN ACCOUNT INFORMATION .......................................................... 35 E.3.6. If you selected REINITIALIZE A DATABASE ACCOUNT .......................................................... 35

E.4. Add a new Easyvista account ........................................................................ 36

E.4.1. Start the setup ............................................................................................................................. 37 E.4.2. Choose the temporary folder for installation ............................................................................... 37 E.4.3. Choose the type of installation .................................................................................................... 37 E.4.4. Choose the folder where your license is ..................................................................................... 37 E.4.5. Choose the structure of this new account ................................................................................... 37 E.4.6. Type administrative information about this account .................................................................... 38 E.4.7. Choose how the containers and database will be created ......................................................... 38

F. Sharing the resources folder ......................................................... 39

F.1. Goal .................................................................................................................. 39

F.2. Best practices .................................................................................................. 39

F.3. Sharing with EasyVista virtual access .......................................................... 39 F.3.1. For specific mono server installations ......................................................................................... 39 F.3.1.1. Resources folder on another local disk .................................................................................... 39 F.3.1.2. Resources folder on a network folder ...................................................................................... 40 F.3.2. One web and one application server installations ....................................................................... 41

F.4. Sharing using the operating systems features ............................................. 42 F.4.1. Installations with one web server or one application server........................................................ 42 F.4.1.1. Shared on application server ................................................................................................... 42 F.4.1.2. Shared on Windows web server .............................................................................................. 43 F.4.1.3. Shared using SAMBA .............................................................................................................. 43 F.4.2. High availability architectures ...................................................................................................... 44 F.4.2.1. Resources as a Windows shared disk ..................................................................................... 44 F.4.2.2. Resources as a Linux SAMBA shared ..................................................................................... 45

G. Configure an IIS server with EasyVista ........................................ 46

G.1. Prerequisites ................................................................................................... 46

G.2. Overall installation process ........................................................................... 46

G.3. IIS configuration ............................................................................................. 46 G.3.1. Install IIS on the Windows 2008 server if necessary .................................................................. 46 G.3.2. Install the administration pack for IIS .......................................................................................... 48 G.3.3. Install PHP .................................................................................................................................. 49 G.3.4. Configure FAST CGI with IIS ...................................................................................................... 49 G.3.5. Setup dynamic compression ...................................................................................................... 50 G.3.6. Setting the FAST CGI process TIME OUT ................................................................................. 51 G.3.7. Change the number of requests per instance ............................................................................ 51 G.3.8. Change the DocumentRoot localisation ..................................................................................... 52 G.3.9. Securing the Monitoring folder with IIS ....................................................................................... 52

H. Configure a Linux web server ........................................................ 54

H.1. Prerequisites ................................................................................................... 54


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H.2. PHP installation and configuration ................................................................ 54 H.2.1. PHP versions .............................................................................................................................. 54 H.2.2. XCache ....................................................................................................................................... 54 H.2.3. PHP configuration ....................................................................................................................... 56

H.3. Apache Configuration ..................................................................................... 57 H.3.1. Disable unused modules ............................................................................................................ 57 H.3.2. Management of static resources cache ...................................................................................... 57 H.3.3. Keep-alive ................................................................................................................................... 59 H.3.4. Compression of text pages and resources ................................................................................. 60 H.3.5. Other parameters to check ......................................................................................................... 60 H.3.6. Access log ................................................................................................................................... 60

H.4. Troubleshooting .............................................................................................. 61 H.4.1. SMO Broker not found ................................................................................................................ 61

I. Special architecture configuration ................................................. 62

I.1. Secure your web server with an SSL certificate ............................................ 62

I.2. Securing the monitoring web pages ............................................................... 62 I.2.1. Solution 1: Deactivate the SMOMonitoring service (Privilege this solution !) .............................. 62 I.2.2. Solution 2: Secure the monitoring folder on the web site ............................................................. 63

I.3. Using an SSL reverse proxy appliance ........................................................... 64

J. LDAP or Active Directory Authentication ...................................... 64

J.1. Presentation ..................................................................................................... 64

J.2. Architecture ..................................................................................................... 65

J.2.1. EasyVista authentication process with LDAP/Active Directory ................................................... 65 J.2.2. How Easyvista exchanges with LDAP/Active Directory .............................................................. 66

J.3. What kind of login can you use? .................................................................... 66 J.3.1. Short user DN .............................................................................................................................. 66 J.3.2. Fully qualified DN (FQDN) ........................................................................................................... 67

J.4. Which login attribute can you use ? .............................................................. 68

J.5. What is the BaseDN field? .............................................................................. 69

J.6. Configure Easyvista for LDAP/Active Directory authentication .................. 70

J.7. Configure Easyvista for both Easyvista and LDAP/AD authentication ....... 70

J.7.1. Description ................................................................................................................................... 70 J.7.2. Configuration ............................................................................................................................... 70

J.8. Troubleshooting .............................................................................................. 71 J.8.1. Use LDAP.EXE to check that the USER DN has an access to the Directory ............................. 71 J.8.2. Use CSVDE to extract LDAP / Active Directory data .................................................................. 72 J.8.3. Check the Easyvista log files on the application server .............................................................. 73 J.8.4. Problem: Only 1 000 lines are extracted from my LDAP/ACTIVE DIRECTORY server ............. 75

K. Multi LDAP/AD authentication ....................................................... 77


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K.1. Presentation .................................................................................................... 77

K.2. Architecture ..................................................................................................... 78

K.3. Prerequisites ................................................................................................... 78

K.4. Configuration .................................................................................................. 78

K.4.1. Install the service on one application server ............................................................................... 78 K.4.2. Configuration of the SMOAuthService.ini ................................................................................... 78 K.4.3. Configuration of the SMOAuthService.xml ................................................................................. 78 K.4.4. Configure the AM_PARAMETERS table .................................................................................... 79 K.4.5. Restart the services .................................................................................................................... 79

K.5. Troubleshooting .............................................................................................. 80

L. Webservice authentication ............................................................. 80

L.1. Presentation ..................................................................................................... 80

L.2. Architecture ..................................................................................................... 80

L.3. Prerequisites .................................................................................................... 80

L.4. Configuration ................................................................................................... 81 L.4.1. Step 1: Configure section [smoServer] ........................................................................................ 81 L.4.2. Step 2: Configure section [WSAuthentication] ............................................................................ 81 L.4.3. Step 3: Configure section [WSAuthentication_params] .............................................................. 82 L.4.4. Step 4: restart the SMOServer .................................................................................................... 83

L.5. Troubleshooting .............................................................................................. 83 L.5.1. Webservice not reachable ........................................................................................................... 83 L.5.2. Authentication not done ............................................................................................................... 83

M. Easyvista as a webservice provider ............................................. 84

M.1. Presentation .................................................................................................... 84

M.2. Prerequisites ................................................................................................... 84

N. EasyVista as a webservice consumer ........................................... 84

N.1. Presentation .................................................................................................... 84

N.2. Prerequisites ................................................................................................... 84

N.3. Configuration .................................................................................................. 84 N.3.1. Register the webservice in Easyvista ......................................................................................... 84 N.3.2. Use the webservice in Easyvista workflows ............................................................................... 86

N.4. Troubleshooting .............................................................................................. 86 N.4.1. External webservices not reachable from Easyvista .................................................................. 86

O. Easyvista NETWORK ..................................................................... 87

O.1. Presentation .................................................................................................... 87


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O.2. Architecture ..................................................................................................... 88

O.3. Requirements .................................................................................................. 88 O.3.1. Automatic FTP method ............................................................................................................... 88 O.3.2. Manual HTTP method................................................................................................................. 89

O.4. Smobackoffice.cfg settings ........................................................................... 89 O.4.1. FTP method ................................................................................................................................ 89 O.4.2. LOCAL method ........................................................................................................................... 90

O.5. Troubleshooting ............................................................................................. 90

O.5.1. Log table ..................................................................................................................................... 90 O.5.2. Log files ...................................................................................................................................... 91

P. Mail service configuration .............................................................. 92

P.1. Parameter ......................................................................................................... 92

P.2. Check ............................................................................................................... 93

P.3. Troubleshooting .............................................................................................. 93 P.3.1. Check the dedicated log file for e-mail issues ............................................................................ 93 P.3.2. Connect to the mail server .......................................................................................................... 93 P.3.3. Use commands to check that it works ........................................................................................ 93

Q. Technical support agent (TSA) ...................................................... 94

Q.1. Presentation .................................................................................................... 94

Q.2. Architecture ..................................................................................................... 94

Q.3. Parameter ........................................................................................................ 94

Q.4. Troubleshooting POP3 connexions .............................................................. 96

Q.4.1. Connect to the mail server .......................................................................................................... 96 Q.4.2. Use commands to check that it works ........................................................................................ 96

Q.5. Troubleshooting IMAP4 connections ............................................................ 97 Q.5.1. About IMAP. ................................................................................................................................ 97 Q.5.2. IMAP command syntax. .............................................................................................................. 97 Q.5.3. Insecure login - login using telnet. .............................................................................................. 98 Q.5.4. Secure login - login using OpenSSL........................................................................................... 98 Q.5.5. Logging in. .................................................................................................................................. 99 Q.5.6. LIST command. .......................................................................................................................... 99 Q.5.7. STATUS command. .................................................................................................................. 100 Q.5.8. LOGOUT command. ................................................................................................................. 100

Q.6. Install the TSA as a specific service ........................................................... 100 Q.6.1. Copy files if needed .................................................................................................................. 100 Q.6.2. Configuration ............................................................................................................................ 100 Q.6.3. Installation ................................................................................................................................. 101 Q.6.4. Troubleshooting ........................................................................................................................ 101

R. Google Maps ................................................................................. 101


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R.1. Prerequisites ................................................................................................. 101

R.2. Create the GoogleMaps account ................................................................. 101

R.3. Configure EasyVista to use Google Maps .................................................. 101

S. Using database server Full Text Search features....................... 102

S.1. Presentation .................................................................................................. 102

S.2. Prerequisites ................................................................................................. 102

S.3. Installation for SQL Server ........................................................................... 102

S.3.1. Check if the server is configured ............................................................................................... 102 S.3.1. Check if the EasyVista database is configured for FullText Search ......................................... 102 S.3.2. Create the FullText catalog ....................................................................................................... 103 S.3.3. Create the indexes for the EasyVista fields .............................................................................. 103 S.3.4. Configure how the indexation will be updated .......................................................................... 103 S.3.5. Specific configuration for the indexation of uploaded documents ............................................ 104 S.3.6. Force the first indexation ........................................................................................................... 104 S.3.7. Troubleshooting ........................................................................................................................ 104 S.3.7.1. List the document formats that the database server natively indexes ................................... 104 S.3.7.2. Check if the fields used by EasyVista in a full text search are considered as FullText indexed

by the database server ........................................................................................................................ 104 S.3.7.3. List the name of the catalog configured on the Instance ....................................................... 104 S.3.7.4. Check if the catalog are well configured and are used to retrieve information ...................... 104

T. Backup of Easyvista resources ................................................... 105

T.1. Presentation ................................................................................................... 105

T.2. Backup of file resources ............................................................................... 105 T.2.1. On the web server ..................................................................................................................... 105 T.2.2. On the BackOffice server (the one running SMO Backoffice)................................................... 105 T.2.3. On the Application servers ........................................................................................................ 105

T.3. Backup of databases ..................................................................................... 105

T.3.1. SQL Server ................................................................................................................................ 105 T.3.2. Full vs Incremental Backups ..................................................................................................... 105

U. Check the customer PC ............................................................... 106

U.1. Presentation .................................................................................................. 106

U.2. Architecture ................................................................................................... 106

U.3. Prepare the PC for analysis ......................................................................... 106 U.3.1. Install HTTPWATCH ................................................................................................................. 106 U.3.2. Check that the cache is used by the web browser ................................................................... 106 U.3.3. Check the delay between the creation and the transfer of a page ........................................... 108 U.3.4. Check the delay to display a page ............................................................................................ 108

V. Configure LDAP/AD integration ................................................... 109


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V.1. Presentation .................................................................................................. 109

V.2. Architecture ................................................................................................... 109 V.2.1. Step 1 description ..................................................................................................................... 109

V.3. Prerequisites ................................................................................................. 109

V.4. Setup of the LDAP/AD integration ............................................................... 110 V.4.1. Create the tables used to store the LDAP/AD information ....................................................... 110 V.4.2. Parameter the LDAP_PRIMPORT.INI file ................................................................................ 110 V.4.3. Parameter the PREIMPORT_SQL.SQL file .............................................................................. 111 V.4.4. Collect the LDAP/AD data ......................................................................................................... 111 V.4.5. Integrate the data into Easyvista ............................................................................................... 111 V.4.6. Improve the performance of LDAP data import ........................................................................ 112 V.4.7. Change the separators used when bulking (SQL SERVER only) ............................................ 112 V.4.8. Choose the LDAP protocol version ........................................................................................... 112 V.4.9. Convert LDAP timestamps into dates (SQL SERVER only) ..................................................... 113

V.5. Troubleshooting ............................................................................................ 113 V.5.1. Force a preimport to restart before the next scheduled execution ........................................... 113 V.5.2. Keep the temporary tables to check the data imported ............................................................ 113 V.5.3. Check your LDAP/AD connection ............................................................................................. 113 V.5.4. Check the LDAP data collected ................................................................................................ 113

W. Customize Easyvista interface ................................................... 113

W.1. Presentation ................................................................................................. 113

W.2. Architecture .................................................................................................. 113

W.3. Setting a graphical chart ............................................................................. 114

W.3.1. Files path .................................................................................................................................. 114 W.3.2. Update the database ................................................................................................................ 114 W.3.2.1. The A_STYLE table ............................................................................................................ 114

W.3.2.2. The A_COMPANY table ..................................................................................................... 114

W.4. Items to modify ............................................................................................. 115

W.4.1. 1- Input areas ........................................................................................................................... 115 W.4.2. CSS class for a dialog .............................................................................................................. 116 W.4.2.1. Main part ............................................................................................................................... 116 W.4.2.2. Lower part of the dialog ........................................................................................................ 118

W.5. Troubleshooting ........................................................................................... 121

W.5.1. Your new style is not used when pages are displayed ............................................................ 121 W.5.2. Pictures are not displayed ........................................................................................................ 121

X. Integration with Microsoft Exchange .......................................... 121

X.1. Presentation .................................................................................................. 121

X.2. Architecture ................................................................................................... 121

X.3. Prerequisites ................................................................................................. 121

X.4. Configuration ................................................................................................. 122


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X.4.1. Create the local profile .............................................................................................................. 122 X.4.2. Share the calendar of the related users .................................................................................... 122 X.4.3. Test with SMOAppointment exe file .......................................................................................... 122 X.4.4. Change the administration parameters ..................................................................................... 122 X.4.5. Check the correct access with the Easyvista connection test tool ........................................... 123 X.4.5.1. Choose the Profile to use ....................................................................................................... 123 X.4.5.2. Display the calendar information ............................................................................................ 123 X.4.6. Parameter the Interface ............................................................................................................ 123

X.5. Troubleshooting ............................................................................................ 123

X.5.1. Cant connect to the Exchange server ...................................................................................... 123 X.5.2. Cant access to one or more calendar ...................................................................................... 123

Y. Customize the login page ............................................................ 124

Y.1. Presentation .................................................................................................. 124

Y.2. Architecture ................................................................................................... 124

Y.3. Prerequisites ................................................................................................. 124

Y.4. Configuration of a single login page ........................................................... 124 Y.4.1. Backup the default login page ................................................................................................... 124 Y.4.2. Option 1: Change the label of the fields .................................................................................... 124 Y.4.3. Option 2: Use a default account number .................................................................................. 125 Y.4.4. Option 3: Lists the available accounts in a combobox .............................................................. 126

Y.5. Configuring several login pages .................................................................. 128

Y.6. Displaying a different page for some users ................................................ 128

Z. Single Sign On .............................................................................. 130

Z.1. Presentation ................................................................................................... 130

Z.2. Architecture ................................................................................................... 130

Z.3. SSO based on cookies .................................................................................. 131

Z.4. SSO based on http header ............................................................................ 131

Z.5. SSO based on http request .......................................................................... 132

Z.6. SSO based on server variable ...................................................................... 133

Z.7. Prerequisites .................................................................................................. 134

Z.8. Configuration ................................................................................................. 135

Z.9. Configuring SSO and CLICK HERE links .................................................... 135 Z.9.1. Description ................................................................................................................................ 135 Z.9.2. Limits ......................................................................................................................................... 136 Z.9.3. Configuration of CLICK HERE links .......................................................................................... 136 Z.9.4. Troubleshooting ......................................................................................................................... 137

Z.10. Configuring SSO with IIS on the EasyVista server ................................... 137 Z.10.1. Description .............................................................................................................................. 137


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Z.10.2. Prerequisites ........................................................................................................................... 137 Z.10.3. Install the IIS authentication module ....................................................................................... 137 Z.10.1. Check that the users credentials are well stored by IIS .......................................................... 138 Z.10.2. Configure EasyVista to use these SSO credentials ................................................................ 142 Z.10.1. Configure EasyVista to use SSPi on mails CLICK HERE links .............................................. 142

Z.11. IIS as an external SSO gateway ................................................................. 143 Z.11.1. Description .............................................................................................................................. 143 Z.11.1. Prerequisites ........................................................................................................................... 143 Z.11.2. IIS configuration ...................................................................................................................... 143 Z.11.3. Configure IIS SSO with PHP ................................................................................................... 143 Z.11.4. Configure IIS SSO with ASP.NET ........................................................................................... 144

Z.12. Configuring SSO with MOD_AUTH_SSPI .................................................. 145 Z.12.1. Prerequisites ........................................................................................................................... 145 Z.12.2. Download SSPI module .......................................................................................................... 146 Z.12.3. Configure Apache to use the SSPI module ............................................................................ 146 Z.12.4. Secure the EasyVista sspi folder ............................................................................................ 146 Z.12.5. Check that the users credentials are well stored by Apache .................................................. 146 Z.12.6. Configure EasyVista to use the SSPI information ................................................................... 147 Z.12.7. Configure Apache to use the SSPI_INDEX.PHP as the default page .................................... 148 Z.12.8. Configure EasyVista to use SSPi on mails CLICK HERE links .............................................. 148

Z.13. Configuring SSO with MOD_AUTH_KERB ................................................ 148 Z.13.1. Prerequisites ........................................................................................................................... 149 Z.13.1. Download the MOD_AUTH_KERB module ............................................................................ 150 Z.13.2. Grant apache the rights to access to the keytab file ............................................................... 150 Z.13.3. Configure Apache to use the MOD_AUTH_KERB module..................................................... 150 Z.13.4. Secure the EasyVista sspi folder ............................................................................................ 150 Z.13.1. Configure EasyVista to use the SSO information ................................................................... 150 Z.13.2. Troubleshooting ....................................................................................................................... 151

Z.14. Overall authentication process .................................................................. 152

Z.15. Troubleshooting .......................................................................................... 152 Z.15.1. SSO not working ..................................................................................................................... 152 Z.15.2. User cant logon manually anymore ........................................................................................ 153

AA. Scheduling Data integration from DOS or any process

scheduler ........................................................................................... 153

AA.1. Presentation ................................................................................................ 153

AA.2. How to use SMOIntegration ? ................................................................... 153 AA.2.1. Syntaxe ................................................................................................................................... 153 AA.2.2. Codes returned after the execution ........................................................................................ 153


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A. New in this document linked to EasyVista versions

A.1. New in EasyVista 2012

Limitations linked to

Unicode

Some limitations exist for configuration files and Unicode

EasyVista Extending

security of SSO exchanges

A new document is available Extending SSO security exchanges with

EasyVista.

If you are using HTTP SSO, we highly recommend that you read this

document and implement this security feature


IIS as a web server IIS 7.x can be used as a windows web server

Single Sign On Using IIS as SSO server

Using MOD_AUTH_SSPI as an Apache SSO service

Using MOD_AUTH_KERBEROS as an Apache SSO service

Configuring LINUX web

servers

How to configure Linux web servers for optimal use

Sharing the resources

folder

How to share the resource folder for complex installations

IMAP4 for TSA IMAP4 can be used with the Technical Support Agent to automatically

create incidents from emails

Full Text Search based on

database server features

EasyVista 2010 can now use the native database server indexation

features to improve full text search through EasyVista interface

LDAP Preimport New option SINGLE_PASS available to improve performance

New option to change separators when bulking data

New extra script available to convert timestamps to dates

LDAP v2 or v3 can be used to get data

Google Maps EasyVista can use GoogleMaps to display informatio


TSA as a dedicated service TSA can be installed as a dedicated service instead of being

embedded in the SMOServer service. See Q.6 Install the TSA as a

specific service

SCHEDULER as a specific

service

Scheduler can be installed as a dedicated service instead of being

embedded in the SMOServer service.


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New log file for e-mail

issues troubleshooting

A dedicated log file has been added to help you troubleshoot the

issues linked to e-mails. See P.3.1 Check the dedicated log file for e-

mail issues

LDAP/AD authentication

and Easyvista

authentication available

simultaneously

A new parameter is available to first check the Easyvista local

database and then the LDAP/AD directory. This option is useful when

some users are not present in the LDAP directory and present in the

Easyvista database (partners, etc). See J.7 Configure Easyvista for

both Easyvista and LDAP/AD authentication

Update of the CSS

configuration chapter

The CSS structure has been changed in this version to be compliant

with the new Easyvista interface. See W Customize Easyvista

interface

How to configure

Easyvista when the SMO

Server must access to the

web resource folder

This option is useful on multi server architecture. The SMO Server

service must have an access to the resource folder for integrations.

See Erreur ! Source du renvoi introuvable. Erreur ! Source du

nvoi introuvable.

Redirect e-mails from

unknown users in TSA to

an administrator

You can now define an administrator account to which Easyvista

Technical Support Agent (TSA) will send e-mails received from e-mail

addresses that do not already exist in the employee library. See Q.3

Parameter

Running Integration

processes from a dos

batch or any process

scheduler

SMOIntegration is an executable that you can run from DOS with

some parameters to do scheduled integration. See AA Scheduling

Data integration from DOS or any process scheduler


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B. Presentation

B.1. Prerequisites

Easyvista prerequisites are described and up to date in the last version of the document EASYVISTA TECHNICAL WHITE PAPER. Refer to it to validate your platform configuration.

B.2. Overall installation process

B.2.1. 1 Installation preparation

Installation must be prepared according to the document EASYVISTA PRE INSTALLATION

TEMPLATE to collect all the data necessary for the instillation.

This step is mandatory and will guarantee that the installation will be a success.

B.2.2. 2 Main installation process

During this step you will install and configure the main components of the platform: one web server,

one broker and application server and three databases (demo, production and sandbox).

B.2.3. 3 Installation of complementary INSIDE components

If needed, youll be able to add more dedicated server in your EasyVista platform (web server,

application server,..).

B.2.4. 4 Installation of complementary OUTSIDE components

If needed, youll have to configure and install components linked to the outside of the EasyVista

platform (Active Directory authentication, sending mail with SNMP, Technical support agent, etc).

B.2.5. 5 Validation document

At the end, youll have to collect the information concerning your platform and send them to the

technical support.

B.3. Limits of Unicode in configuration / parameters

A.1.1 Configuration files

Table Supported

encoding

Parameter

A_COMPANY ASCII DIRECTORY

A_PARAMETERS ANSI SMTPServer

SMTPUsername

SMTPPassword


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A_SMTP ANSI SERVERNAME

USERNAME

PASSWORD

SD_EXTERNAL_WEBSERVICE ASCII SERVICE

PORT

FUNCTION_NAME

SERVICE_LOGINNAME

SERVICE_PASSWORD

SERVICE_PROXY

A_PARAMETERS ANSI DOCUMENT_SHARE_CERTIFICATE_PATH

DOCUMENT_SHARE_LOGIN

DOCUMENT_SHARE_PASSWORD

SD_MAILBOX ANSI MAIL_SERVER

MAIL_USER

MAIL_PASSWORD

AM_PARAMETER ANSI MAPI_PASSWORD

MAPI_PROFILE_NAME

B.1.1 Others

Support Supported encoding Parameter

All ASCII All the parameters defining URLs (ex

INTEGR_UPLOAD_PATH)

Databases ASCII All the database objects must be in

ASCCI (table name, index names,

fields, etc.)

PHP files ASCII All the files added must have a name in

ASCII

Resources ASCII All the uploaded resources must have

names in ASCII


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B.4. EasyVista architecture

B.4.1. Tiers

Tiers Description

Web server The web server is in charge of serving the web pages

requested by the users.

There can be more than one web server if needed by your

configuration.

Application server The application servers host the Easyvista kernel

There can be more than one application server if needed by

your configuration.

Database server The database server host the databases used by Easyvista.

There can only be one database server.

B.4.2. EasyVista Components

Component Description

Web pages The PHP web pages are in charge of serving the web pages

requested by the Easyvista users.

Web pages are installed and running on each web server of

the platform.

SMO Server (application

server)

This is the core of Easyvista. This service knows all the rules

of the product.

There can be more than one active SMO Servers for

redundancy or to improve performances.

SMO Broker This service distributes the requests asked by the web server

to one of the active SMO Servers.

There can be ONLY ONE active SMO Broker, even if you have

more than one SMO Servers.

SMO PrintServer This service is in charge of creating the reports either

scheduled or asked through the interface.

Even if there is usually only one SMO PrintServer per platform,

there can be one SMO PrintServer by application server if you

need.

SMO Backoffice This service is in charge of :

importing the data collected by the inventory


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processes

preparing data for further integration by Easyvista The can only be one active SMO Backoffice on a platform.

For platform importing a lot of discovery assets, its

recommended that a server be dedicated to discovery imports,

or at least that import be scheduled during non working hours.

SMO Monitoring This service is in charge of creating the databases to host

Easyvista data and configuration.

There can only be one active SMO Monitoring on a platform.

B.4.3. External Components

Component Description

Web Server The web server is in charge of serving the web pages

requested by the users.

There can be more that one active web server if security or

redundancy is needed.

Web server must be configured to run APACHE and PHP

SMTP Server Server used by Easyvista to send e-mails

POP3 Server Server used by Easyvista to retrieve e-mails, either to

integrate them as new requests, or as inventory data

IMAP Server Server used by Easyvista to retrieve e-mails, either to

integrate them as new requests. Inventory data cant be

retrieved using IMAP.

FTP Server Server used by Easyvista to transfer information between

collection points and the backoffice platform.

LDAP Server

ACTIVE Directory server

Servers used to validate the credentials typed by a user on the

login page, and to import employee directory into Easyvista.

C. Installation preparation

C.1. Why do you have to prepare the installation?

C.1.1. Define the platform architecture

First, this is the phase during which you will definitively validate the architecture of the platform

(especially how many servers according to the number of users that will be connected).


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C.1.2. Collect the information about the platform

Even if the EasyVista installation is not really complex, it implies a lot of different actors that will not

often be available during the installation, at the right moment youll need them.

It means that without preparation, the installation could last days, and only a few hours if you have

collected all the information you need before starting.

C.1.3. Validate what has been bought and what youll have to do

Check which installation must be done according to the order (production, test, development, etc).

C.1.4. Define the overall planning

Include each step for each platform.

C.2. Document reference

Refer to the document EASYVISTA PRE INSTALLATION TEMPLATE to have a list of all the

information to collect.

C.3. Planning consideration

You should count at least one week to collect all the information for a single platform and sometimes

up to one month if there are many platforms or if they are complex.

C.4. Things that must be carefully checked before starting the installation

C.4.1. All your windows server

EasyVista services exchange information with the TCP/IP and SOCKET protocol. Your windows

server must be parametered to accept more local SOCKETS and reduce the TIME_WAIT delay of a

closed socket.

Windows machines must use the latest service pack available.

The socket parameters of the windows machines must have been updated according to Microsoft

document accessible here: http://msdn2.microsoft.com/en-US/library/aa560610.aspx (this

configuration concerns only the servers and not the client PCs).

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Tcpip\Parameters

MaxUserPort ->60 000

TcpTimedWaitDelay -> 30


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C.4.2. Web server

1 / EasyVista setup will only install and configure Apache on Windows servers where Apache is not

already installed.

On Linux servers or Windows servers where Apache is already installed, the setup will only configure

and copy the pages in a local folder, and you will have to copy them manually on the destination web

server.

2 / SSL certificate must be configured on the web server before starting the installation to avoid

changing manually later the parameters linked to the URL

3/ If Apache is not installed by EasyVista, check carefully that the necessary modules and parameters

have been installed, especially if the server is shared among several applications.

C.4.3. Application server

If an antivirus is installed on the application server, validate that it is configured NOT to check the LOG

folder of Easyvista to avoid performance problems.

Database client must be installed and configure to access to the database server.

C.4.4. Database server (ALL)

Easyvista containers can either created during the setup or created before the setup is the DBA needs

to check the script used to create them (especially on shared database servers).

If the DBA wants to validate the script, check that he will be available during the setup process, or

even better, give him the script (available on the DVD) to have the containers created beforeyou start

the setup.

C.4.5. Database server (SQL SERVER)

Check that the TCP/IP protocol is available both on the server and the clients, and that the ports to

use are not dynamically defined.

C.4.6. Ldap / Active Directory Server

Check that you have the credentials to connect to the target directory node.

C.4.7. SMTP / POP3 Server

Check that you have the credentials to connect to the servers and for POP3, that the necessary

mailboxes have been created.

C.4.8. FTP Server

Check that you have the credentials to connect to the server.

C.4.9. Firewall

Check that the necessary ports have been opened according to the preparation document.


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C.5. Performance consideration

Even if you have well sized your platform according to our recommendations and the number of

supposed connected users, you should check the following points before starting the installation.

C.5.1. Network cards

On each server included in the platform, check that the network connection is FULL DUPLEX and not

HALF DUPLEX, especially if AUTONEGOCIATE is the default value for these cards.

C.5.2. Antivirus

Check that:

on the application sever the antivirus does not check the LOG forlder of Easyvista on customer PCs that will use Easyvista the antivirus consider as safe the javascript files send

by Easyvista

D. Main installation process

D.1. Limits

The main installation process covers the installation of the three basic tiers (web pages, data

containers and application server).

If you need to install more servers, more components or more Easyvista accounts, please refer to the

COMPLEMENTARY COMPONENTS INSTALLATION chapter in this document.


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D.2. Legend

In the next part, the most common choices done during the setup process are displayed like this: this

is a most common choice during the setup.

D.3. Log files

During the setup, you may be asked to look at the log files if some error occurs. The setup log files are

stored in the INSTALL_LOG subfolder of the folder where you will choose to install Easyvista.

This folder will also contain other files for archives.

D.4. Installation

D.4.1. Start the setup

The SETUP must be executed from the application server with a Run as Administrator.

Choose the language to use during the setup and CLICK NEXT.

Click on NEXT to reach the first page of the setup

D.4.2. Choose the temporary folder for installation

Leave the default value corresponding to the temporary folder of the connected user, or change the

folder for another one.

This folder will contain the temporary files extracted from the SETUP and should have about 1Gb of

free space.

Click NEXT

D.4.3. Choose the type of installation

Choose INSTALL NEW PLATFORM. Other options are discussed in the COMPLEMENTARY

COMPONENTS INSTALLATION chapter in this document.

Click NEXT


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D.4.4. Step description page

This page is just for information. It shows the overall process of the installation. Youll see it several

times during the installation.

Click NEXT

D.4.5. Select the folder where your licenses are

You should have received the licenses before you start the installation. Anyway you can do the

installation without integrating automatically the licenses: in this case, youll have to integrate them

after the installation to access to the production (50004) and Sandbox databases (50005).

Select the folder where your licenses are or leave the field blank.

Click NEXT.

If you did not select a folder, a message tells you that youll be able to integrate them later using the

Easyvista administration interface.

Otherwise, a screen shows you the licenses found in the folder.

Click NEXT.

D.4.6. Define the Easyvista application path

Thats the folder where Easyvista will be installed locally.

Select a folder and Click NEXT.

D.4.7. Choose the architecture of your platform

On this page youll define the architecture of your platform, and especially if the WEB SERVER and

database server are local or distant:

LOCAL means that they will be installed locally. If you select WEB SERVER LOCAL and Apache is not already installed, the setup will propose to install it during the installation process.

DISTANT means that they are on another server than the application server


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Select LOCAL or DISTANT for Web server and Database Server.

Click Next.

Click Install to uncompress the setup files in your local folder.

Once the file uncompressed, the STEP screen should show you that the uncompress file step is done,

and that the monitoring service is now installed and running (you should see the version of the

monitoring service).

Click NEXT.

D.4.8. Choose how the database containers will be created

Three solutions are available, depending of the customer and the context:

AUTOMATICALLY CREATE THE CONTAINERS: The default one is that the containers will be automatically created during the next steps, without a human action. In this case you cannot check the script used, or change the default options that we use.

Generate a SQL SCRIPT: The setup will generate a script that you will execute manually to create the containers. Youll be able to check the way well create the containers or even change some options.

CONTAINERS HAVE ALREADY BEEN CREATED: In this case, the containers have already been created by the DBA before the installation. The setup will only check that they are correctly created.

Choose how you want to create the containers and click NEXT.

D.4.9. If you choose CONTAINERS HAVE ALREADY BEEN CREATED

SQL SERVER:

Type the Server name or Alias to access to the database server.

Type the password affected to the Easyvista accounts (defined during the execution of the

script).

Leave the value found for the path of BCP.EXE or change it if not correct.

Click Next.


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D.4.10. If you choose GENERATE A SQL SCRIPT

SQL SERVER:

Type the local path to use when creating the SQL SERVER physical containers.

Mind that this is the local path on the database server, even if its distant.


script).

The script is generated and opened in a notepad window. Execute it manually on your

database server to create the containers. If you close the notepad windows by error, you can

recreate the script with REGENERATE button.

Click NEXT once the containers created.



Click Next.

D.4.11. If you choose AUTOMATICALLY CREATE THE CONTAINERS

SQL SERVER:

Type the local path to use when creating the SQL SERVER physical containers.

Mind that this is the local path on the database server, even if its distant.


script).



26

Type the PORTused to access to the SQL Server instance. This field is mandatory. Local

aliases will be created to simplify the access to SQL Server and used during connections.

Automatic negociation of SQL instance ports is not supported: you must configure a fix port on

your SQL instance.

Type the credentials of an SQL Server account granted to created databases, users,

etc. You can use the TEST button to check if your credentials and connection information are

correct. If the connection is not successful, try to connect to the instance with a query manager

and the credentials you used in the setup.


Click Next.

D.4.12. Check access to Easyvista database accounts and populate containers

The setup checks that the access to each necessary Easyvista account and container is correct.

If correct, the page should show OK on each account line. If not, use the BACK button to fix your

parameters, or check the local connection layer to the database server.

Click NEXT if everything is OK.

The creation of the three Easyvista account and system objects is now running. Wait until the NEXT

button be available again.

INVALID VARIANT OPERATION error message: you can find more information in the SMOMONITORING_LOG_xxx.LOG file, in the tools\monitoring\log subfolder of the destination Easyvista folder. Youll have to send this page to the technical support if you encounter this error.

Once you see the message EASYVISTA DATABASE INITIALIZED SUCCESSFULLY, Click NEXT.

The summary page shows you where you are in the installation process.

Click NEXT.

D.4.13. Choose the SMO Backoffice options you want to use

Leave the default values, or activate more options depending of your license.


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If you dont want to install SMOBackoffice on this machine, uncheck the INSTALL BACKOFFICE

option. In this case, the following chapter will not be used.

Click NEXT.

D.4.14. Configure the way collection points will send data to the backoffice server

On this page, youll configure the default protocols that your collection points will use to send data to

the Easyvista backoffice server:

FTP : Data will be sent through a FTP folder that must be accessible either by the collection points, and the backoffice server

SMTP / POP3 : Data will be sent by SMTP and retrieved by POP3. The SMTP/POP3 account must be accessible from the collection points and the backoffice server.

The mail server must allow attachments with password secured zip files.

LOCAL : This option is only useful if you have one or more collection points in the same LAN that the backoffice server.

Choose the protocol to use, and enter parameters and credentials.

Click TEST if you want to check the correct access to the FTP or SMTP account.

Click NEXT.

D.4.15. Configure the ports and IP addresses of Easyvista components

Easyvista services exchange data by the TCP/IP and SOCKETS protocol. This page is used to

configure the different IP addresses and ports of your architecture.

PORTS : Use the default values because these ports are free of use, meaning that they are not

already reserved for a public software. Change them only if another software already use them, or if

you have several Easyvista platforms in the same network.


28

IP ADDRESSES : Leave the local IP address if you have a mono server installation. Otherwise use

the IP addresses of the application server.

Privilege IP addresses instead of SERVER NAME for multiple server platforms to avoid potential

contention due to DNS accesses.

Leave the default values or change them if needed by your architecture.

Define the URL that will be used to access to Easyvista. This link will be used in autologon e-mails :

dont forget HTTPS or port override (:8080 for example) if needed. Do not use http://localhost/ !

Click NEXT.

D.4.1. SMTP and resources configuration

Easyvista services exchange data the SMTP server. This page is used to configure the different IP

addresses, ports, login and password.

Easyvista services exchange with the Web server to read, write files to the shared folder resources

in Easyvista pages.

Click NEXT.

The SETUP now installs and configures local services.

During the installation, a batch script is turn and call a debugger.


29

Chose NO or cancel for debugging the installation.

Warning : if youre installing Easyvista with an SQLserver 2012, the service MSSQLexe may refuse to

install with an error message of this kind :

In the Easyvista_folder \tools\servers\MSSQL, edit the file smoserver.ini

Add the line:

PROVIDER=SQLNCLI11.0

Save the file, open a cmd.exe as Administrator and type :

Cd Easyvista_folder \tools\servers\MSSQL

SMO_MSSQL.exe /install

The service must register successful, if not call the support.


Click NEXT.

D.4.2. OPTIONAL: Apache installation

If youve selected a local web server at the beginning of the installation, and if APACHE is not already

installed on your server, the SETUP will show you this page to install APACHE.

The NEXT button will be available only when the APACHE installation will be done.


30

Click on the INSTALL APACHE button. And follow the Apache Installation process:

Leave the default values Enter a domain name (the one of the company name) Change the target folder if needed Change the default listening port if IIS is already installed on port 80 Click Finish at the end of the installation

Once APACHE installed, you should see a new in the lower right area of your screen.

D.4.3. WEB Pages configuration and copy

The SETUP will now install and configure the web pages.

If you have selected :

A local web server: everything will be done automatically. A distant server: , the pages will be configured and duplicated in a local folder. Then youll

have to duplicate this folder manually to the correct folder of your distant web server.

Click NEXT.


Click NEXT.

D.4.4. Installation report and connect to Easyvista

The installation report automatically shows up. A copy is placed in the INSTALL_LOG folder.

The last page allows you to connect to Easyvista. If you use a distant server, be sure to copy the

Easyvista PHP pages and configure your web server before.

E. Add EasyVista nodes on the platform


31

E.1. Add a new web server

E.1.1. Prerequisites

This option is used to install a new web server in the Easyvista platform. You should only do this if it is

really necessary.

Mind that the resource folder must be placed in a shared folder outside your web servers, and it must

be accessible by each web server.

Mind that you must define how your users will access either one or the other web server: statically with

different URL given to different groups of your users, or dynamically with an internal load balancer

(must be session keeping compliant).

E.1.2. Start the setup

The SETUP must be executed from the application server.



E.1.3. Choose the temporary folder for installation




free space.

Click NEXT

E.1.4. Choose the type of installation

Choose INSTALL NEW WEB SERVER. Other options are discussed in the COMPLEMENTARY


Click NEXT

Define the path where the web pages will be installed.

Click NEXT


32

Fill the Easyvista application parameters depending of your installation. You should leave the port

fields unchanged for a standard installation, but you have to fill the correct IP address to access the

Easyvista application services.

Click NEXT

Click INSTALL to start the installation process.

Once the copy done, if the setup did not detect Apache locally, it will propose to install Apache.

See the OPTIONAL : Apache Installation chapter in the Installation section of this document for

more information.

The installation report is displayed and stored in the log folder.

Click FINISH to end the setup.

E.2. Add a new application server

E.2.1. Prerequisites

This option is used to install a new application server in the Easyvista platform. You should only do

this if it is really necessary.

Mind that at one time, on an Easyvista platform:

Only one Broker service must be active : the setup will install but not start the broker service on the new application server

Only one Backoffice service must be active. The setup will not install it on the application server.






33





free space.

Click NEXT


Choose INSTALL NEW APPLICATION SERVER. Other options are discussed in the

COMPLEMENTARY COMPONENTS INSTALLATION chapter in this document.

Click NEXT

Define the path where the web pages will be installed.

Click NEXT

Click INSTALL to start the installation process.

Once the copy done, fill the parameters as defined in the If you choose CONTAINERS HAVE

ALREADY BEEN CREATED chapter of the Installation section.

Click NEXT

Fill the port and IP address of the Primary broker of the platform. The IP address is the address

of the server on which the first Broker service has been installed.

Click NEXT

Leave the the port and IP address of the local services as defined, or change them depending of

your configuration.


34

Click NEXT

The installation report is displayed and stored in the log folder.

Click FINISH to end the setup.

E.3. Reinitialize an EasyVista account









free space.

Click NEXT


Choose UPDATE AN EXISTING ACCOUNT. Other options are discussed in the COMPLEMENTARY


Click NEXT

E.3.4. Choose the kind of operation you want to do on the account

Choose UPDATE AN ACCOUNT INFORMATION. Choose this option if you want to update the

information on an existing account without loosing the data already stored in the DATA and CONFIG

information only the name, style, company language and such information will be updated).


35

Or Choose REINITIALIZE A DATABASE ACCOUNT. Choose this option if you want to completely

relinitialize the account.

Youll lose all the data stored for this account and all the configuration changes youve already done (filters, screens, etc). Be sure to backup the data and config database before doing this.

Click NEXT

E.3.5. If you selected UPDATE AN ACCOUNT INFORMATION

Select the account you want to update. The above fields are immediately update and filled with this

account information.

Update the fields you want to change.

Click NEXT. The database is updated.

The application service (SMOServer) must be restarted to integrate this change. Leave the checkbox

selected to restart the service now, or unselect it to restart the service later.

Only the local application service is restarted. If you have more tha one application server, you must restart the other services manually on each application server.

Click NEXT.

The update report is displayed and stored in the log folder.

Click FINISH to close the setup window.

E.3.6. If you selected REINITIALIZE A DATABASE ACCOUNT

Select the reference structure and content you want to initialize the account. You can choose to

populate the account database with the DEMO database or with a starting database (contains only

necessary data to start with Easyvista).

Click NEXT.


36

Select the account you want to update. The above fields are immediately update and filled with this

account information.

Update the fields you want to change.

Click NEXT. The setup tries to connect to the selected account.

If its ok, a screen will confirm that the necessary account can be reached.

Click NEXT to run the initialization.

Wait until the initialization operation is finished. A message box will confirm that the initialization is

successful.

Click NEXT.

The application service (SMOServer) must be restarted to integrate this change. Leave the checkbox

selected to restart the service now, or unselect it to restart the service later.

Only the local application service is restarted. If you have more tha one application server, you must restart the other services manually on each application server.

Click NEXT.

The update report is displayed and stored in the log folder.

Click FINISH to close the setup window.

E.4. Add a new Easyvista account

This operation is resource consuming and should not be done when users are working with the Easyvista platform.


37









free space.

Click NEXT


Choose CREATE A NEW ACCOUNT. Other options are discussed in the COMPLEMENTARY


Click NEXT

E.4.4. Choose the folder where

Documents

EASYVISTA 2013 Installation Guide