00195366-01_InstallationManual_EDM_en.pdf - 第4页
Installation Manual SIPLACE EDM Edition 11/2006 5.2 Application c onfigurat ion ...................................................................................................... ............. 24 5.2.1 Necessary conf…
Installation Manual SIPLACE EDM Edition 11/2006
Contents
Page
1
Introduction .................................................................................................................................................5
2 System components....................................................................................................................................5
2.1 Overview..............................................................................................................................................5
2.2 EDM master server..............................................................................................................................5
2.3 EDM client............................................................................................................................................5
2.4 EDM clearing pool................................................................................................................................6
2.5 EDM notifications.................................................................................................................................7
2.6 EDM configuration ...............................................................................................................................7
2.7 EDM filter configuration .......................................................................................................................7
2.8 EDM line server ...................................................................................................................................7
2.9 EDM Tool.............................................................................................................................................8
3 Data transfer ...............................................................................................................................................9
3.1 Pull mode.............................................................................................................................................9
3.2 Forced pull mode...............................................................................................................................10
4 Installation.................................................................................................................................................11
4.1 Requirements.....................................................................................................................................11
4.1.1 EDM master server.....................................................................................................................11
4.1.2 EDM line server..........................................................................................................................11
4.1.3 Clearing pool...............................................................................................................................12
4.2 Directory structure .............................................................................................................................13
4.3 Setup..................................................................................................................................................14
4.3.1 Clearing Pool..............................................................................................................................17
4.3.2 EDM Control Tool.......................................................................................................................17
4.3.3 EDM Line (line server)................................................................................................................18
4.3.4 EDM Master (master server) / EDM Master with Clearing Pool.................................................19
4.3.5 Finishing the installation.............................................................................................................21
4.4 Upgrading from EDM 1.2 to EDM 1.3................................................................................................22
4.4.1 Conditions / downward compatibility..........................................................................................22
4.4.2 Simultaneous upgrade over all lines ..........................................................................................22
4.4.3 Gradual upgrade of individual lines / compatibility mode...........................................................23
5 Configuration.............................................................................................................................................24
5.1 Configuration in SIPLACE Pro Desk .................................................................................................24
3 of 66
Installation Manual SIPLACE EDM Edition 11/2006
5.2 Application configuration................................................................................................................... 24
5.2.1 Necessary configurations........................................................................................................... 24
5.2.2 Registry...................................................................................................................................... 25
5.2.3 Configuration file........................................................................................................................ 25
5.2.4 Configuration of the VDM blob functions................................................................................... 43
5.3 Configuration of the workflow............................................................................................................ 44
5.3.1 Theory … ................................................................................................................................... 44
5.3.2 … and application ...................................................................................................................... 45
5.3.3 Default configuration.................................................................................................................. 52
5.4 EDM configuration............................................................................................................................. 53
5.4.1 Application templates................................................................................................................. 53
5.4.2 Email configuration .................................................................................................................... 55
5.4.3 Direct import of changed objects to the master database......................................................... 57
5.4.4 Automatic rejection of the changes............................................................................................ 58
5.5 Filter configuration............................................................................................................................. 59
5.6 Handling incoming change notifications............................................................................................ 62
5.6.1 Saving the changed objects in the clearing pool ....................................................................... 62
5.6.2 Direct import of changed objects to the master database......................................................... 62
5.6.3 Automatic rejection of the changes............................................................................................ 62
6 Glossary.....................................................................................................................................................63
7 Default configuration..................................................................................................................................64
7.1 EDM.config........................................................................................................................................ 64
7.2 clientWorkflow.xml............................................................................................................................. 64
4 of 66
Installation Manual SIPLACE EDM Edition 11/2006
1 Introduction
The goal of this document is to provide the consultants who will be setting up SIPLACE EDM
systems at the customers with a guide detailing the technical aspects involved in such an
installation.
2 System components
2.1 Overview
The Engineering Data Manager consists of two main units – the EDM master server and the EDM
line server.
Figure 1 shows the internal structure of the two components of the application and the
communication between the individual system components.
The following sections discuses the system components, their function and their communication
channels in more detail.
2.2 EDM master server
The EDM master service is the server component of EDM. It replies to queries from EDM line
services and distributes the data in the central SIPLACE Pro database among the lines. In return, it
accepts change notifications and collects them in the clearing pool database.
The EDM master service is implemented as a Windows service that starts automatically when the
system is started.
2.3 EDM client
The EDM client enables user interaction on the line. It implements the customer workflow for the
distribution of data from a central database. The workflow can be customized to match customer
needs (see
5.2.4 Configuration of the VDM blob functions). The workflow to be performed here is to
be obtained from the customer, discussed with the customer, and customized for technical or
efficiency reasons if necessary before installing the EDM system.
5 of 66