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Installation Manu al SIPLACE Engine ering Data Manag er (EDM) Version 1 .9 Issue 02/2009 4 5.2.4 Configuring pus h mode ..................................................................... ..............................…

Installation Manual SIPLACE Engineering Data Manager (EDM) Version 1.9

02/2011 Edition

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Contents

Page

Introduction................................................................................................................................................5

System components .................................................................................................................................6

2.1

Overview................................................................................................................................................6

2.2

EDM Master Server...............................................................................................................................7

2.3

EDM Client.............................................................................................................................................7

2.4

EDM Clearing Pool................................................................................................................................7

2.5

EDM Data Transfer Manager ................................................................................................................7

2.6

EDM notifications...................................................................................................................................7

2.7

EDM configuration.................................................................................................................................8

2.8

EDM filter configuration .........................................................................................................................8

2.9

EDM Line Server ...................................................................................................................................8

2.10

EDM Tool...............................................................................................................................................8

Data transfer ..............................................................................................................................................8

3.1

Pull mode...............................................................................................................................................9

3.2

Forced pull mode...................................................................................................................................9

3.3

push mode...........................................................................................................................................10

Installation................................................................................................................................................11

4.1

Requirements ......................................................................................................................................11

4.1.1

EDM Master Server ....................................................................................................................11

4.1.2

EDM Line Server.........................................................................................................................12

4.1.3

Clearing pool / Data Transfer Manager ......................................................................................12

4.2

Folder structure....................................................................................................................................12

4.3

Setup ...................................................................................................................................................14

4.3.1

Clearing pool...............................................................................................................................16

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 and Data Transfer Manager....19

4.3.5

Finishing the installation..............................................................................................................21

4.4

Upgrading from a previous version......................................................................................................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 ...........................................................22

Configuration...........................................................................................................................................24

5.1

Settings in SIPLACE Pro Desk............................................................................................................24

5.2

EDM-specific settings..........................................................................................................................24

5.2.1

Necessary settings......................................................................................................................24

5.2.2

Registry.......................................................................................................................................25

5.2.3

Configuration file.........................................................................................................................25

Installation Manual SIPLACE Engineering Data Manager (EDM) Version 1.9 Issue 02/2009

5.2.4

Configuring push mode...............................................................................................................44

5.2.5

Configuration of the VDM BLOB functions..................................................................................46

5.3

Configuration of the workflow ..............................................................................................................47

5.3.1

Theory … ....................................................................................................................................47

5.3.2

… and application .......................................................................................................................47

5.3.3

Default configuration...................................................................................................................54

5.4

EDM configuration ...............................................................................................................................55

5.4.1

Application templates..................................................................................................................55

5.4.2

Email configuration......................................................................................................................57

5.4.3

Direct import of changed objects to the master database ..........................................................59

5.4.4

Automatic rejection of the changes.............................................................................................59

5.5

Filter configuration ...............................................................................................................................60

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 ..........................................................63

5.6.3

Automatic rejection of the changes.............................................................................................63

Glossary ...................................................................................................................................................64

Default configuration ..............................................................................................................................64

7.1

EDM.config ..........................................................................................................................................64

7.2

clientWorkflow.xml...............................................................................................................................64

Installation Manual SIPLACE Engineering Data Manager (EDM) Version 1.9 02/2011 Edition

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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.