00196806-02_IM_EDM_1_10_en.pdf - 第3页
EDM V1.10 / Installation Manual 07/2011 Edition 3 Content s 1 Introduction 7 2 System components 8 2.1 Overview ............................................................................................................…
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EDM V1.10 / Installation Manual 07/2011 Edition
3
Contents
1 Introduction 7
2 System components 8
2.1 Overview..............................................................................................................8
2.2 EDM Master Server .............................................................................................9
2.3 EDM Client...........................................................................................................9
2.4 EDM Clearing Pool ..............................................................................................9
2.5 EDM Data Transfer Manager...............................................................................9
2.6 EDM notifications.................................................................................................9
2.7 EDM configuration .............................................................................................10
2.8 EDM filter configuration......................................................................................10
2.9 EDM Line Server ...............................................................................................10
2.10 EDM Tool...........................................................................................................10
3 Data transfer 11
3.1 Pull mode...........................................................................................................11
3.2 Forced pull mode...............................................................................................11
3.3 Push mode.........................................................................................................12
4 Installation 13
4.1 Requirements ....................................................................................................13
4.1.1 EDM Master Server ...........................................................................................13
4.1.2 EDM Line Server ...............................................................................................14
4.1.3 Clearing Pool / Data Transfer Manager.............................................................14
4.2 Folder structure..................................................................................................15
4.3 Setup .................................................................................................................16
4.3.1 Clearing Pool .....................................................................................................19
4.3.2 EDM Control Tool ..............................................................................................19
4.3.3 EDM Line (Line Server) .....................................................................................20
4.3.4 EDM Master (Master Server) / EDM Master with Clearing Pool and
Data Transfer Manager......................................................................................21
4.3.5 Finishing the installation.....................................................................................23
4.4 Upgrading from a previous version....................................................................24
4.4.1 Conditions / downward compatibility..................................................................24
4.4.2 Simultaneous upgrade over all lines..................................................................24
4.4.3 Gradual upgrade of individual lines / compatibility mode...................................24
5 Configuration 26
5.1 Settings in SIPLACE Pro Desk..........................................................................26
5.2 EDM-specific settings ........................................................................................26
5.2.1 Necessary settings ............................................................................................26
5.2.2 Registry..............................................................................................................27
5.2.3 Configuration file................................................................................................28
5.2.3.1 Server type ........................................................................................................31
5.2.3.2 Help folder .........................................................................................................31
5.2.3.3 Distribution list for EDM notifications .................................................................32
5.2.3.4 Configuration of EDM notification traffic.............................................................32
5.2.3.5 Notification interval ............................................................................................32
5.2.3.6 Notification storage............................................................................................32
5.2.3.7 Master server.....................................................................................................33
4
5.2.3.8 Transceiver........................................................................................................33
5.2.3.9 Outgoing requests .............................................................................................33
5.2.3.10 Outgoing change notifications ...........................................................................33
5.2.3.11 Incoming requests .............................................................................................34
5.2.3.12 Incoming change notifications............................................................................34
5.2.3.13 Incoming Clearing Pool requests.......................................................................34
5.2.3.14 EDM tool endpoint .............................................................................................34
5.2.3.15 Endpoint configuration.......................................................................................35
5.2.3.16 Communication timeout.....................................................................................35
5.2.3.17 Use advanced EDM notification filtering............................................................35
5.2.3.18 Modified object protection..................................................................................36
5.2.3.19 Response timeout..............................................................................................36
5.2.3.20 Compression type and level...............................................................................36
5.2.3.21 Client workflow configuration.............................................................................37
5.2.3.22 Service remoting endpoint.................................................................................37
5.2.3.23 Application template storage .............................................................................37
5.2.3.24 Assigned SIPLACE Pro lines.............................................................................37
5.2.3.25 SQL database access........................................................................................38
5.2.3.26 SQL user name..................................................................................................38
5.2.3.27 SQL password ...................................................................................................38
5.2.3.28 Starting point......................................................................................................38
5.2.3.29 Comment categories..........................................................................................38
5.2.3.30 Request configuration........................................................................................39
5.2.3.31 Aliases...............................................................................................................39
5.2.3.32 EDM Vision Data Manager BLOB extensions....................................................39
5.2.3.33 Advanced vision data actions ............................................................................40
5.2.3.34 Customer configuration......................................................................................40
5.2.4 Configuring push mode......................................................................................42
5.2.4.1 General settings.................................................................................................42
5.2.4.2 Automatic push in the Clearing Pool..................................................................42
5.2.4.3 User guidance on the EDM Client......................................................................43
5.2.4.4 Protection against overwriting current production data......................................44
5.2.4.5 Settings for the data transfer / push mode GUI .................................................44
5.2.5 Configuration of the VDM BLOB functions.........................................................45
5.3 Configuration of the workflow ............................................................................46
5.3.1 Theory................................................................................................................46
5.3.2 Application.........................................................................................................46
5.3.2.1 Syntax and options ............................................................................................46
5.3.2.2 Workflow modules..............................................................................................49
5.3.3 Default configuration..........................................................................................51
5.4 EDM configuration .............................................................................................52
5.4.1 Application templates.........................................................................................52
5.4.1.1 General settings.................................................................................................52
5.4.1.2 Overwriting.........................................................................................................53
5.4.1.3 Line server.........................................................................................................54
5.4.2 Email configuration ............................................................................................54
5.4.2.1 Setting up a new list...........................................................................................55
5.4.2.2 Configuring a list................................................................................................55
5.4.2.3 General distribution list ......................................................................................56
5.4.3 Direct import of changed objects to the master database..................................56
5.4.4 Automatic rejection of the changes....................................................................57
5.5 Filter configuration.............................................................................................58
5.6 Handling incoming change notifications.............................................................61
5.6.1 Saving the changed objects in the Clearing Pool ..............................................61
5.6.2 Direct import of changed objects to the master database..................................61
5.6.3 Automatic rejection of the changes....................................................................61