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EDM V2.1 / I nstallat ion Ma nual Ausgabe 11/2012 E dition 10 In contrast t o the t wo pull mode v ar iants, the data pr eparation en gineer has the s overeignt y over the status of the data in push mode . Push mode and …

EDM V2.1 / Installation Manual Ausgabe 11/2012 Edition

3 Data transfer

SIPLACE EDM was developed to make it possible to store SIPLACE Pro data on a decentralized

basis. One requirement to reach this goal is to guarantee an efficient, selective data transfer from

the Master Server to the Line Servers and in the opposite direction. Changes made at the local

level are integrated into the central database so that it contains data that is valid – i.e. as up-to-date

as possible – throughout production.

From a technical point of view, the bi-directional data transfer rests on the data import and export

functionality of SIPLACE Pro, which is also available from SIPLACE Pro Desk.

SIPLACE EDM implements a process-based solution for data transfer. The program provides three

approaches to control and monitor the data flow:

● pull mode

● push mode

● forced pull mode

3.1 Pull mode

On the one hand, the pull mode represents a stand-alone process controller for the data transfer,

and on the other hand, it serves as basis for the forced pull mode. For this reason, this section will

only deal with the aspects common to both modes, and the following section will only deal with the

aspects specific to the forced pull mode.

The basic idea behind the forced pull mode as well as the "simple" pull mode is that the line

engineer is responsible for the production data and for the decision regarding which data applies to

the line since the line engineer is responsible for ensuring that the line produces.

To do this, the line engineer manually starts the pull mode via the SIPLACE EDM Client. He or

she selects the data to be transferred. The data preparation engineer, though, is provided with

configuration options he or she can use to actively intervene in the process (see section 5.3.6,

Application templates). The data preparation engineer specifies what objects are available for each

line and what object types are to be overwritten when performing a download to the line. In general

terms:

– The data preparation engineer is responsible for the correctness of the object types overwritten

during the download.

– The line engineer is responsible for the object types that are not overwritten.

The data preparation engineer, however, has neither influence on whether or not the line engineer

pulls new data from the Master Server, nor when this data is pulled.

3.2 Push mode

In push mode, the data preparation engineer selects the data he or she wishes to make available

to the lines they are responsible for. They use an application template (see section 5.3.6) to

select one or more line computers and the objects (e.g. optimized recipes) that they want to

transfer to the selected line(s). Depending on the settings in the configuration, the line engineer is

forced to accept these changes immediately or later, may reject them, or is simply notified that data

has been changed. With the EDM Data Transfer Manager, the data preparation engineer always

has an overview of the status of the individual transfer packages on the EDM lines.

EDM V2.1 / Installation Manual Ausgabe 11/2012 Edition

In contrast to the two pull mode variants, the data preparation engineer has the sovereignty over

the status of the data in push mode.

Push mode and pull mode should be used independently. EDM can be operated in mixed mode

without problems.

3.3 Forced pull mode

With forced pull mode, SIPLACE EDM provides an option of ensuring that the line data engineer

is always working with relatively up-to-date data. This mode allows for the specification of a

maximum time period between two downloads. This should ensure that the data on the lines is

never older than the prescribed period. If no data is downloaded from the Master Server during the

time defined, then the data preparation engineer is informed of this via a SIPLACE EDM notification

and can initiate organizational activities to ensure the data is downloaded and up-to-date.

EDM V2.1 / Installation Manual Ausgabe 11/2012 Edition

4 Installation

4.1 Overview

Typically, you should follow these steps to setup a new SIPLACE EDM installation:

1. Prepare each computer to run SIPLACE EDM

a. The Support Media DVD included in the installation package checks the necessary

system requirements of your system and installs these. Amongst others e.g.

Microsoft .NET Framework, the License Manager and the Error Reporting tool.

The use of the Support Media V1.14 is obligatory.

NOTICE

The system requirements (supported operating systems and database variants) and an

overview of the interoperable products can be found in the SIPLACE Support Media

Installation Manual, item no. [00197214-xx].

b. Define the computers for the different roles of SIPLACE EDM (i.e. Configuration

Server (several options are described in section 4.2.1), Master, ClearingPool or

Line)

c. Install SIPLACE Pro where it is required (all setup types except the “EDM Tool”

standalone installation type require an instance of the SPI)

2. Install EDM on each computer, opting for the appropriate setup type (cf. section 4.2.2

(Setup)).

It is recommended to start with the Configuration Server (e.g. shared with the Master

Service) and continue by installing the Master Server. With running Configuration and

Master Services, continue by setting up the other EDM Client computers.

NOTICE

If you are migrating from an earlier version of EDM to EDM 2.1, please refer to section

4.3 (Upgrading from a previous version) for details of the installation procedure.

4.2 SIPLACE EDM Configuration

4.2.1 General Considerations

SIPLACE EDM uses a dedicated configuration server to manage the settings of all computers that

EDM connects. Before installing SIPLACE EDM, please choose the best-suited location to run the

central configuration server. The configuration server is an essential component, and any computer

to run any EDM component must provide network access to its computer. You may choose one of

these options:

1. Install the central configuration components onto the EDM Master server (which is the

recommended option)

2. Setup a dedicated configuration server computer