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EDM V2.1 / I nstallat ion Ma nual Ausgabe 11/2012 E dition 20 4.2.7 Finishing the instal lation Preparati on for the installat ion is no w complete , the files for SIPLAC E EDM can be copied and the configurat ion can b …
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4.2.6 EDM Control Tool
If you connect to the Line Server and edit the SIPLACE Pro data from any client, the change dialog
box only appears on the remote client if you have also installed the EDM Control Tool on this
remote client.
► Select EDM Control Tool from the Custom Setup dialog.
The program is installed automatically.
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4.2.7 Finishing the installation
Preparation for the installation is now complete, the files for SIPLACE EDM can be copied and the
configuration can be carried out. The screen below shows a summary of the activities that need to
be carried out for installing a Master Server.
Figure 4-8: Finishing the installation
Depending on the chosen options, some configuration dialogs are presented during the last steps
of the setup program:
► On installing a Configuration Server, the “Basic EDM Settings” dialog (5.2.1.1) is shown
► If no Configuration Server has been installed on the current computer, then the Setup tool
shows the “Change Line Settings” dialog (5.2.1.2).
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4.3 Upgrading from a previous version
4.3.1 Conditions / downward compatibility
Installing different versions of EDM on Master and Client should be avoided. If different versions of
SIPLACE Pro are used on the EDM Master and the EDM lines, some restrictions apply because
the format of the data transferred depends on the SIPLACE Pro version used. During an upgrade,
the Master Server, all Line Servers and all Clearing Pools must therefore be converted to EDM 2.1
(and thus to SIPLACE Pro 10.1).
EDM 2.1 can use all templates that were created for EDM 1.1 or later, as well as custom workflows
from EDM 1.1 or later.
CAUTION
Please read section 5.3.7, Notifications/Rules… before converting any filter from EDM
2.0 or earlier to EDM 2.1.
Existing filter settings on the EDM Master are retained and updated, but it is recommended that
you manually inspect the converted file (it may be that your own custom changes have been
superseded by improvements to the default configuration).
4.3.2 Simultaneous upgrade over all lines
Where possible, production on all the lines to be upgraded should be suspended for the duration of
the upgrade. As soon as all the components have been converted, production can be restarted.
Perform the upgrade operation as follows:
1. Interrupt production on all the lines to be upgraded.
2. Transfer all notifications from the Line Servers to the Master Server.
3. Accept/reject all notifications in the Clearing Pool.
4. Close all EDM applications.
5. Install SIPLACE Pro and then the EDM Master Server (with Configuration Server) on the
Master Server.
6. Install SIPLACE Pro and then EDM Line Server on all lines. After installing an EDM Line
Server, the production on that EDM Line can be resumed immediately.
CAUTION
To avoid all notifications still in the Clearing Pool from being lost, the EDM database
must not be deleted.
7. Resume production.
Simultaneous upgrade across all the lines is to be preferred to a step-by-step upgrade of individual
lines (insofar as this is possible).