Deltek Costpoint® Manufacturing Execution 1.0 Thin Client Installation Guide
April 5, 2013
While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist. The recipient of this document is solely responsible for all decisions relating to or use of the information provided herein. The information contained in this publication is effective as of the publication date below and is subject to change without notice. This publication contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or translated into another language, without the prior written consent of Deltek, Inc. This edition published April 2013. © 2013 Deltek, Inc. Deltek’s software is also protected by copyright law and constitutes valuable confidential and proprietary information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is provided for use only in accordance with the terms of the license agreement. Unauthorized reproduction or distribution of the program or any portion thereof could result in severe civil or criminal penalties. All trademarks are the property of their respective owners.
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Contents
About Costpoint Manufacturing Execution ...... 1 About This Manual ...... 3 Scope ...... 3 Audience ...... 3 How This Manual Is Organized ...... 4 Typographical Conventions ...... 4 Notes, Tips, Cautions, and References ...... 5 If You Need Assistance ...... 6 Customer Services ...... 6 Customer Care Connect Site ...... 6 Additional Documentation ...... 7 Pre-Installation ...... 11 Overview ...... 11 Compatibility Information ...... 11 Backward Compatibility ...... 16 Anomalies and Inadvertent Dependencies ...... 17 Related Initialization Library Options ...... 18 Minimum Hardware and Software Requirements ...... 19 Multiple Release Instances ...... 19 Multiple Instances of a Single Release ...... 20 Installing vs. Upgrading ...... 20 Default Installation Directory Structure ...... 21 Executable Files ...... 21 Windows Settings ...... 22 Windows Date Format ...... 22 Display Font Size ...... 22 Visual Transition Effects ...... 22 Video Tool Reliance on DirectX Media Software ...... 23 Direct Oracle Language Settings ...... 23 Oracle8 Database Connection Constraint ...... 24 Trend Micro AntiVirus Software and DLL Removal ...... 24 Oracle Client Software ...... 25 Overview ...... 25 Pinging a Database Connection ...... 25
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Costpoint MES Thin-Client and Support Software ...... 27 Overview ...... 27 CAD Viewers ...... 27 Existing Files of the Same Release ...... 27 Costpoint MES Thin-Client Software Installation ...... 28 Runtime Components for the Vector Viewer ...... 28 What You Will Need ...... 28 Installation ...... 29 Accessing Costpoint MES Help ...... 33 Silent Installation ...... 34 Costpoint MES Thin-Client Only Installation ...... 34 Post-Installation ...... 35 Overview ...... 35 The Local Ini File ...... 35 Database Connections ...... 35 Configuring the Local Ini File ...... 37 Local Library Caching ...... 37 Archive File Names ...... 38 How Local Library Caching Works ...... 38 Configuring the Local Library Cache ...... 39 Disabling the Local Cache on the Command Line ...... 40 Associating an Extension with an Alternate Viewer ...... 41 Licenses ...... 42 License Checkout and Checkin ...... 42 Loading a License ...... 43 License Properties ...... 45 The Costpoint MES Icon ...... 49 Alternate Local Ini Files ...... 49 Oracle-Enabled External User Authentication ...... 50 How External User Authentication Works ...... 51 Configuring External User Authentication ...... 52 Uninstalling Costpoint MES Thin-Client ...... 52 Appendix A: Supported Formats for Default Viewers ...... 53 Overview ...... 53 Appendix B: Command Line Options ...... 57 Overview ...... 57
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Appendix C: INI Parameter Settings...... 61
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About Costpoint Manufacturing Execution
About Costpoint Manufacturing Execution
Deltek Costpoint Manufacturing Execution (Costpoint MES) is an Operation Process Management system designed to manage work and quality processes for manufacturing, repair, maintenance, and overhaul of highly engineered complex products. Costpoint Manufacturing Execution streamlines processes for all planning and production personnel and provides complete quality management and device history, starting with component inspection and continuing through manufacturing, inspection, and aftermarket service of the product. The diagram below illustrates the different software components in the Costpoint Manufacturing Execution suite of products.
Figure 1: Costpoint Manufacturing Execution suite architecture overview
The following table lists and describes the different Costpoint Manufacturing Execution components.
Component Description
Thin-Client This component is the preferred client deployment option for advanced functionality and performance in Costpoint Manufacturing Execution. It is designed to provide several functionality and performance enhancements over the web browser deployment option and is required for certain advanced graphical process planning functionality in Costpoint Manufacturing Execution. The Thin-Client is designed specifically for use with Costpoint Manufacturing Execution and requires the application and database server components.
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About Costpoint Manufacturing Execution
Component Description
Integrated Business This component is composed of several application components that Application are deployed on a JEE (Java Enterprise Edition) application server and includes several layers of functionality including security, transaction management, workflow, and business process logic that controls procedures and data in Costpoint Manufacturing Execution. It also includes the Business Integration Services that are used to receive and send queries and transactions from or to other internal or external applications.
Database This component is deployed on an Oracle or SQL Server database server and is the repository for administration, configuration, and transaction data used in Costpoint Manufacturing Execution. The database contains all the historical procedural information tied to each product unit processed through Costpoint Manufacturing Execution and required for compliance with procedural standards including ISO9001 and AS9100.
Report Server This is an optional component that improves delivery performance to the Thin-Client for Costpoint Manufacturing Execution reports at remote locations that are subject to a latency or bandwidth bottleneck in the WAN (wide-area network).
Remote Cache This is an optional component that is used at remote network locations Server in a globally distributed landscape to improve performance in the display of large multimedia and CAD (computer-aided design) files. The remote cache server can greatly improve performance where several clients will share large files within a remote location that is subject to a latency or bandwidth bottleneck in the WAN.
System Manager This component is a client application used to configure Costpoint Manufacturing Execution including workflow, roles, security groups, reports, graphs, and changes to certain global and specific UI (user interface) elements.
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About This Manual
About This Manual
Scope This manual contains instructions for installing Costpoint MES Thin-Client software on Costpoint MES client machines. The Costpoint MES Thin-Client installation supports thin-client applications for current Costpoint MES Integrated Business Application (IBA) servers, as well as providing backward compatibility for use with older legacy Costpoint MES Oracle Server configurations. References in this manual to Oracle client software or direct Oracle database connections apply only to those circumstances where the Costpoint MES Thin-Client application is used in backward compatibility mode with the legacy direct Oracle Server. All current releases of the Costpoint MES suite use the IBA server (Java EE application server) and the Costpoint MES Thin-Client connects to the IBA server, rather than directly to the database. Costpoint MES applications software includes one or more of the following components: . Costpoint MES Thin-Client functionality . The Costpoint MES Vector Viewer (the default CAD viewer) . API examples . Mail support files
This installation optionally installs the SpinFire 3D Viewer—not the SpinFire 3D Publisher, which works in conjunction with the viewer. The SpinFire 3D Publisher is available separately from Actify Corporation at actify.com. If you install the SpinFire 3D Viewer (an ActiveX control), you must configure it in the Initialization Library record. For information on configuring a viewer, see the Local Library Caching section.
Audience This manual is targeted for system administrators who will be installing the Costpoint MES Thin- Client software and database management software. It is assumed that the reader has knowledge of the Windows environment, basic TCP/IP protocol, and the capabilities of the Costpoint MES software.
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About This Manual
How This Manual Is Organized This manual is divided into the following chapters:
Chapter Description
Pre-Installation This section contains information on minimum system requirements, installing vs. updating, and required hardware settings.
Oracle Client Software This section refers you to Oracle documentation for installation of Oracle Client Software and network transport layer software, used only for backwards compatibility with legacy versions of Costpoint MES Oracle Server.
Costpoint MES Thin- This section provides instructions on how to install Costpoint Client and Support MES applications and support software. Software
Post-Installation This section provides information on the Local Ini (startup) file, plug-in viewers, licenses, startup options, Internet installation, External User Authentication, and uninstalling Costpoint MES Thin-Client.
Appendix A Supported This section provides a list of file extensions and formats for Formats for Default default viewers. Viewers
Appendix B Command This section provides a list of command line options that can be Line Options used to start Costpoint MES Thin-Client.
Appendix C INI This section provides a list of initialization file parameter options. Parameter Settings
Typographical Conventions This manual uses the following text, keyboard, and code conventions:
Item Convention Example
Screen controls (buttons, Bold text Click Logoff to end the session. menu options, and so on)
Sequential menu options Bold text separated by a ‘»’ Click File » New » Custom
Keys in text Uppercase text The DELETE key does not back out the record.
Key combinations Uppercase text separated Use the escape sequence by a plus (+) symbol SHIFT+F4 only when necessary.
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About This Manual
Item Convention Example
Code examples Courier text [StartUp] ;Directory where framework modules are kept. Command Syntax: Courier text ipconfig/all
Text to be entered as Uppercase text RPAD() shown
Variables and parameters Italicized lowercase text RPAD (string,length)
Optional items Italicized lowercase text, RPAD (string,length [,’set’]) enclosed in square brackets
Alternative items Separated by a vertical bar ...OFF | ON...
Notes, Tips, Cautions, and References Note, Tip and Caution icons indicate specific types of information as shown in the following examples:
Notes provide supplementary explanations of the preceding text and can also indicate restrictions and conditions of which you need to be aware.
References point to other sections in the current document or other sources for additional information about a certain subject.
Tips suggest ways you can save time and steps, or why particular capabilities of the software are especially useful.
Cautions indicate instances where a certain action can lead to loss of data or damage to equipment.
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If You Need Assistance
If You Need Assistance
If you need assistance installing, implementing, or using Deltek Costpoint MES, Deltek makes a wealth of information and expertise readily available to you.
Customer Services For over 20 years, Deltek has maintained close relationships with client firms, helping with their problems, listening to their needs, and getting to know their individual business environments. A full range of customer services has grown out of this close contact, including the following: . Extensive self-support options through the Customer Care Connect Web portal. . Phone and email support from Customer Care analysts . Technical services . Consulting services . Custom programming . Classroom, on-site, and Web-based training
Find out more about these and other services from the Customer Care Connect site.
Customer Care Connect Site The Deltek Customer Care Connect site is a support Web portal for Deltek customers who purchase an Ongoing Support Plan (OSP). The following are some of the many options you have at the Customer Care Connect site: . Download the latest versions of your Deltek products . Search Deltek’s knowledge base . Ask questions, exchange ideas, and share knowledge with other Deltek customers through the Deltek Connect Customer Forums . Display or download product information, such as release notes, user guides, technical information, and white papers . Submit a support case and check on its progress . Transfer requested files to a Customer Care analyst . Use Quick Chat to submit a question to a Customer Care analyst online . Subscribe to Deltek communications about your Deltek products and services . Receive alerts of new Deltek releases and hot fixes
If you need assistance using the Customer Care Connect site, the online help available on the site provides answers for most questions
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If You Need Assistance
Access Customer Care Connect
To access the Customer Care Connect site, complete the following steps: 1. Go to http://support.deltek.com. 2. Enter your Customer Care Connect Username and Password. 3. Click Log In.
If you do not have a username and password for the Customer Care Connect site, contact your firm’s Deltek Costpoint MES Administrator.
If you forget your username or password, you can click the Account Assistance button on the login screen for help.
Additional Documentation The following table lists the additional Deltek documentation available for this release. Except where noted, all the user guides and quick reference guides listed in this table are available for download from the Deltek Customer Care Connect site.
Installation Guides
Document Name Description
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to System Manager Installation Guide install the System Manager application on a client computer and information about Application Access Management settings.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to Business Application Installation Guide install, configure, text, and troubleshoot Costpoint Manufacturing Execution on a JEE server.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to Database Installation Guide for Oracle install the Costpoint Manufacturing Execution database on an Oracle server.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to Database Installation Guide for SQL Server install the Costpoint Manufacturing Execution database on an SQL Server.
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If You Need Assistance
User Manuals
Document Name Description
Deltek Costpoint Manufacturing Execution 1.0 This document explains key concepts and User Manual Volume 1: Common Functionality procedures common to all Costpoint Manufacturing Execution modules, such as logging on/off, setting user preferences, navigating within the application, entering data, and using filters, wizards, and search features.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how User Manual Volume 2: Master Lists and define item types (Parts, Process, Machines, Libraries and Tools ) required in the application in order to develop plans as well as create libraries of multimedia objects and reusable operations and text.
Deltek Costpoint Manufacturing Execution 1.0 This document describes the authoring tools User Manual Volume 3: Process Planning you can use to write instructions. It also provides procedures for assembly, disassembly, inspection, and testing of highly engineered products.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to User Manual Volume 4: Inspection Planning author plans detailing section requirements for supplier parts. This document also provides instructions on how to add suppliers and other data such as contacts, parts supplied, and quality rating.
Deltek Costpoint Manufacturing Execution 1.0 This document provides information about User Manual Volume 5: Production Control managing work orders, which includes creating, releasing, scheduling, deleting, stopping, and resuming work on an order. It also provides information about production control tracking.
Deltek Costpoint Manufacturing Execution 1.0 This document provides procedures on how to User Manual Volume 6: Operations execute work orders released to the shopfloor.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions for User Manual Volume 8: Receiving/Buyer completing the inspection from the customer’s Inspections authorization to stock as well as supplier line requests and approvals.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to User Manual Volume 10: Non- Conformance create discrepancies fro problems found during manufacturing, disassembly, or inspection, as well as how to continue work on a unit that has a discrepancy.
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If You Need Assistance
Document Name Description
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to User Manual Volume 10: Corrective Action create corrective action requests directly or from a discrepancy and corrective actions initiated without a request.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to User Manual Volume 11: Audits author an audit plan; schedule an audit against a process, supplier, or part; execute an audit; and record audit findings.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instruction on how to User Manual Volume 12: Tool Management manually add tools to a tool list; identify and record the calibration settings; set location and calibration cycles for each serialized tool; and view status of serialized tool and finding where a tool is used.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to User Manual Volume 13: System create user IDs; add data to lookup and Administration validation tables; modify configuration tables to customize business rules; create and maintain supplier quality attributes; and define sapling plans and rules.
Deltek Costpoint Manufacturing Execution 1.0 This document provides instructions on how to User Manual Volume 14: Management create a personalized dashboard to display a Reports user’s favorite graphs and set up email alerts for specific tasks.
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Pre-Installation
Pre-Installation
Overview This manual contains instructions for installing Costpoint MES Thin-Client software on client Windows machines running any of the following operating systems: . Windows 7 . Windows XP Professional
Use of the Aero Theme in Windows 7 can severely degrade performance. It is recommended that you use the Basic Theme.
The person performing the Costpoint MES software installation must have Windows Administrator rights. Before you begin installing the components of the Costpoint MES Thin-Client environment, use the information in this chapter to make sure that your system is prepared and configured correctly. Once you have addressed pre-installation items described in this chapter, continue to Chapter 3 to install the Costpoint MES Thin-Client application. Continue to Chapter 2 only for backward compatibility with legacy Costpoint MES Oracle installations. Chapter 2 and Oracle Client software is not required for current Costpoint MES releases. If it is required, continue to Chapter 2 before continuing in Chapter 3.
Compatibility Information With few exceptions, Deltek software components have traditionally been bound together by the version number, release date and packaging. A characteristic example of this is the combined release of Costpoint MES Thin-Client end user executables, the System Manager and database objects; and Foundation business logic and database objects. This monolithic release process provided a simplified view of configuration management and minimized issues of compatibility. Now having added the XML Connector and the Web Express Publisher to the product line, we find that there are multiple products being necessarily released at different times, all sharing dependencies on common elements. Examples of common elements are the System Manager and the database structure and logic in combination with the format of the configuration data itself, collectively defined as the Costpoint MES Thin-Client Metadata Interface. The following table shows an abbreviated history of Costpoint MES products and the corresponding Costpoint MES Thin-Client Metadata Interface version.
Release Product Name or Type Product FW Metadata Calendar Version Interface Version Date
8/11/2006 Costpoint MES Thin-Client 5.1.4.1 1.0.2.1
System Manager 1.1.4.0 1.0.2.1
Costpoint MES Thin-Client 6.0.0.0 1.0.3.0
System Manager 1.2.0.0 1.0.3.0
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Pre-Installation
Release Product Name or Type Product FW Metadata Calendar Version Interface Version Date
9/29/2006 Costpoint MES Thin-Client 7.0.1.0 1.0.2.0*–1.0.4.0
System Manager 2.0.1.0 1.0.2.0*–1.0.4.0
Windows Thin-Client (Database only) 10.0.0.1 1.0.4.0
Windows Thin-Client (Database only) 6.0.0.1 1.0.4.0
10/16/2006 Costpoint MES Thin-Client 7.0.1.1 1.0.2.0*–1.0.4.0
11/20/2006 Costpoint MES Thin-Client 7.0.2.0 1.0.2.0*–1.0.5.0
System Manager 2.0.2.0 1.0.2.0*–1.0.5.0
12/15/2006 Costpoint MES Thin-Client 7.0.2.1 1.0.2.0*–1.0.5.0
Web Express Publisher 1.3.2.1 1.0.2.0*–1.0.5.0
1/17/2007 Costpoint MES Thin-Client 7.0.3.0 1.0.2.0*–1.0.5.0
System Manager 2.0.1.0 1.0.2.0*–1.0.5.0
Web Express Publisher 1.3.2.2 1.0.2.0*–1.0.5.0
2/23/2007 Costpoint MES Thin-Client 7.0.3.1 1.0.2.0*–1.0.5.0
3/9/2007 Costpoint MES Thin-Client 7.0.4.0 1.0.2.0*–1.0.5.0
3/23/2007 Costpoint MES Thin-Client 7.0.4.1 1.0.2.0*–1.0.5.0
3/29/2007 Costpoint MES Thin-Client 7.0.5.0 1.0.2.0*–1.0.6.0
System Manager 2.1.0.0 1.0.2.0*–1.0.6.0
4/2/2007 Web Express Publisher 1.3.2.3 Beta 1.0.2.0*–1.0.6.0
4/9/2007 Costpoint MES Thin-Client 7.0.5.1 1.0.2.0*–1.0.6.0
System Manager 2.1.1.0 1.0.2.0*–1.0.6.0
5/31/2007 Web Express Publisher 1.3.2.3 1.0.2.0*–1.0.6.0
6/15/2007 Costpoint MES Thin-Client 7.1.0.0 1.0.2.0*–1.0.6.0
System Manager 2.2.0.0 1.0.2.0*–1.0.6.0
8/9/2007 Costpoint MES Thin-Client 7.1.1.0 1.0.2.0*–1.0.6.0
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Pre-Installation
Release Product Name or Type Product FW Metadata Calendar Version Interface Version Date
System Manager 2.2.0.1 1.0.2.0*–1.0.6.0
8/16/2007 Web Express Publisher 1.3.3.0 1.0.2.0*–1.0.6.0
8/24/2007 Costpoint MES Thin-Client 7.0.3.2 1.0.2.0*–1.0.5.0
8/30/2007 Report Publisher 1.1.0.0 1.0.2.0*–1.0.6.0
10/10/2007 Web Express Publisher 1.3.4.0 1.0.2.0*–1.0.6.0
10/22/2007 Costpoint MES Thin-Client 7.1.2.0 1.0.2.0*–1.0.6.0
System Manager 2.2.0.2 1.0.2.0*–1.0.6.0
Vector Viewer 1.0.0.0 4.0.2.x–1.0.6.0
10/30/2007 Web Express Publisher 1.3.4.1 1.0.2.0*–1.0.6.0
11/30/2007 Costpoint MES Thin-Client 7.1.3.0 1.0.2.0*–1.0.6.1
System Manager 2.2.1.0 1.0.2.0*–1.0.6.1
1/4/2008 Web Express Publisher 1.3.4.3 1.0.2.0*–1.0.6.1
Web Express Publisher 2.0.0.0 1.0.2.0*–1.0.6.1
1/14/2008 Vector Viewer 1.1.3.0 4.0.2.x–1.0.6.1
2/8/2008 Costpoint MES Thin-Client 7.1.4.0 1.0.2.0*–1.0.6.2
2/13/2008 Web Express Publisher 2.0.1.0 1.0.2.0*–1.0.6.1
2/29/2008 Costpoint MES Thin-Client 7.1.5.0 1.0.2.0*–1.0.6.3
3/27/2008 Costpoint MES Thin-Client 7.1.5.1 1.0.2.0*–1.0.6.3
5/6/2008 Web Express Publisher 2.0.2.0 1.0.2.0*–1.0.6.1
5/27/2008 Costpoint MES Thin-Client 7.1.5.2 1.0.2.0*–1.0.6.3
7/15/2008 Costpoint MES Thin-Client 7.1.6.0 1.0.2.0*–1.0.6.4
10/07/2008 System Manager 2.2.2.1 1.0.2.0*–1.0.6.4
11/14/2008 Costpoint MES Thin-Client 7.1.7.0 1.0.2.0*–1.0.6.4
12/1/2008 Web Express Publisher 2.1.0.0 1.0.2.0*–1.0.7.0
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Pre-Installation
Release Product Name or Type Product FW Metadata Calendar Version Interface Version Date
Costpoint MES Thin-Client 8.0.0.0 1.0.2.0*–1.0.7.0
System Manager 2.2.3.0 1.0.2.0*–1.0.7.0
1/21/2009 Costpoint MES Thin-Client 8.0.1.0 1.0.2.0*–1.0.7.0
Remote Media Cache Server 1.0.0.0 1.0.6.4*–1.0.7.0
3/26/2009 Costpoint MES Thin-Client 7.1.8.0 1.0.2.0*–1.0.7.0
System Manager 2.2.2.3 1.0.2.0*–1.0.7.0
4/10/2009 Costpoint MES Thin-Client 8.0.2.0 1.0.2.0*–1.0.8.0
System Manager 2.2.4.0 1.0.2.0*–1.0.8.0
5/29/2009 Costpoint MES Thin-Client 8.0.3.0 1.0.2.0*–1.0.8.1
System Manager 2.2.5.0 1.0.2.0*–1.0.8.1
Web Publisher Express 2.1.0.1 1.0.2.0*–1.0.7.0
6/15/2009 Costpoint MES Thin-Client 8.0.4.0 1.0.2.0*–1.0.8.2
7/09/2009 Costpoint MES Thin-Client 8.0.4.1 1.0.2.0*–1.0.8.3
10/16/2009 Costpoint MES Thin-Client 8.0.5.0 1.0.2.0*–1.0.8.4
11/03/2009 Costpoint MES Thin-Client 7.1.9.1 1.0.2.0*–1.0.7.2
11/09/2009 Costpoint MES Thin-Client 8.0.5.1 1.0.2.0*–1.0.8.4
System Manager 2.2.6.0 1.0.2.0*–1.0.8.4
1/22/2010 Costpoint MES Thin-Client 8.0.6.0. 1.0.2.0*–1.0.8.5
System Manager 2.2.7.0. 1.0.2.0*–1.0.8.5
03/02/2010 Costpoint MES Thin-Client 8.0.6.1 1.0.2.0*–1.0.8.5
03/12/2010 Costpoint MES Thin-Client 8.0.7.0 1.0.2.0*–1.0.8.5
System Manager 2.2.8.0 1.0.2.0*–1.0.8.5
06/04/2010 Costpoint MES Thin-Client 8.0.8.0 1.0.2.0*–1.0.8.5
System Manager 2.2.8.1 1.0.2.0*–1.0.8.5
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Pre-Installation
Release Product Name or Type Product FW Metadata Calendar Version Interface Version Date
07/13/2010 Costpoint MES Thin-Client 8.0.8.1 1.0.2.0*–1.0.8.5
System Manager 2.2.8.2 1.0.2.0*–1.0.8.5
08/31/2010 Costpoint MES Thin-Client 8.0.9.0. 1.0.2.0*–1.0.8.6
System Manager 2.2.9.0. 1.0.2.0*–1.0.8.6
10/20/2010 Costpoint MES Thin-Client 8.0.9.1 1.0.2.0*–1.0.8.6
System Manager 2.2.9.1 1.0.2.0*–1.0.8.6
12/08/2010 Costpoint MES Thin-Client 8.0.10.0 1.0.2.0*–1.0.8.7
System Manager 2.2.10.0 1.0.2.0*–1.0.8.7
Remote Media Cache Server 1.1.0.3 1.0.2.0*–1.0.8.7
03/14/2011 Costpoint MES Thin-Client 8.0.11.0 1.0.2.0*–1.0.8.8
System Manager 2.2.11.0 1.0.2.0*–1.0.8.8
05/06/2011 Costpoint MES Thin-Client 8.0.12.0 1.0.2.0*–1.0.8.8
System Manager 2.2.12.0 1.0.2.0*–1.0.9.0
05/10/2011 Costpoint MES Thin-Client 8.0.12.1 1.0.2.0*–1.0.9.0
06/03/2011 Costpoint MES Thin-Client 8.0.13.0 1.0.2.0*–1.0.9.1
System Manager 2.2.13.0 1.0.2.0*–1.0.9.1
08/03/2011 Costpoint MES Thin-Client 8.0.13.1 1.0.2.0*–1.0.9.1
09/12/2011 Costpoint MES Thin Client 8.0.10.3 1.0.2.0*–1.0.8.7
09/30/2011 Costpoint MES Thin-Client 8.0.14.0 1.0.2.0*–1.0.9.2
System Manager 2.2.14.0 1.0.2.0*–1.0.9.2
01/06/2012 Costpoint MES Thin-Client 8.0.15.0 1.0.2.0*–1.0.9.3
System Manager 2.2.15.0 1.0.2.0*–1.0.9.3 Table 1: Product Compatibility Matrix
* Indicates Backward Compatibility mode (see below). Interfaces not identified as such denote native compatibility and therefore provide the full range of capabilities.
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Pre-Installation
Backward Compatibility The Costpoint MES Client uses a combination of configuration settings and internal detect-and-adapt logic to provide a high degree of backward compatibility; however, backwards compatibility is not necessarily automatic, nor is it guaranteed in all respects. In some cases, default behavior is necessarily changed and the prior behavior can still be achieved using special configuration settings. Depending on various factors, relevant configuration settings may be provided as IniLibOverride-only settings. IniLibOverride-only indicates that a given setting is not available in the System Manager's Ini Lib Maintenance tool and can only be applied in the IniLibOverrides section of the local ini file. In cases where backwards compatibility is not feasible, and when possible given product architectural constraints, the Thin Client may employ a process of deprecation. Deprecated features and capabilities are identified in product Release Bulletins in advance of removal from the product offering to give customers' time to make necessary adjustments in configuration, site documentation and training. Backward compatibility mode refers to any mode of operation wherein the client is not used in conjunction with concurrently released components in the Costpoint MES suite, as defined by product level versioning.
At this time, related components, such as Report Publisher and Web Express Publisher do not provide significant support for backward compatibility.
The System Manager may be used in backward compatibility mode with the following considerations: . In most cases, it is advisable that customers who upgrade Costpoint MES Thin Client for use in backward compatibility mode continue to use the original System Manager for all configuration maintenance tasks. If a customer wants to exploit new capabilities available through configuration, use of IniLibOverrides is recommended where possible. Customers should contact Deltek for additional guidance on any needs which cannot be achieved in this way. . Customers upgrading to Costpoint MES Thin Client and System Manager in backward compatibility mode should always review the Deltek Compatibility Matrix to see which versions of product have been formally tested together, as well as perform some level of site- specific testing to insure full compatibility with customer configurations. The reason for advising to continue to use previous System Manager versions in backward compatibility situations, and carefully reviewing Compatibility Matrix details is that the System Manager upgrades the metadata, e.g. UDV design content, etc. Once you save a UDV, for example, with a more recent System Manager, it may not be readable by a previously released client and cannot be reverted without considerable effort.
Behavior and Known Limitations The following items outline behavior and known limitations in backward compatibility mode: . Licensing is handled in accordance with the Costpoint MES Thin-Client Metadata Interface version. . The System Manager cannot switch between databases that have differing Framework Interface versions. In this case, the manager must be shut down and restarted. Switching connections between databases that have a like Framework Interface version is supported.SM only
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. Specific features of the Costpoint MES client, such as User Preferences and Configuration Caching, are automatically disabled when required supporting backend logic, configuration objects, data structures supporting such features are not found. In most cases, this condition is reported in system diagnostics. The following items describe SQL limitations in both current compatibility and backward compatibility modes: . In all SQL statements, outbound parameters must be preceded by a colon (:). Preexisting configurations must be changed to comply with this constraint. (WC only) . In all Select For Update (live query) statements, for example, those used in earlier Foundation releases where hypertext clobs are saved, the WHERE clause cannot contain an owner-prefixed function. The workaround to this constraint is to collect function-returned data in the GetEffRevSql prestep. (WC only) For example: . Previously permitted Select for update statement
SQL referenced by ModifySql: Select TEXT from TEXT_TBL WHERE KEY=:KEY AND TEXT_TYPE=GetTextType( ) . Supported method using GetEffRevSql prestep
SQL referenced by GetEffRevSql: Select GetTextType( ) as 'TEXT_TYPE' WHERE KEY=:KEY SQL referenced by ModifySql: Select TEXT from TEXT_TBL WHERE KEY=:KEY AND TEXT_TYPE=:TEXT_TYPE The Costpoint MES Client installation program creates a default Ini file which contains configuration settings that are appropriate to the requirements of latest versions of the Costpoint MES suite of software. These settings may not be appropriate in backward compatibility mode. Except as specifically noted, prior implementations which upgrade to a contemporary client release should utilize existing Ini file configurations instead of the Ini file which is generated by the installer. Thin-Client version 8.0.9.0 introduced a new Ini file setting in the StartUp section named SingleDatabaseConnection which makes it possible to execute selects and updates on the same connection. In prior versions, which do not support the SingleDatabaseConnection setting, select queries and update transaction are executed on a separate connection. A value of True is required when Security Groups is enabled in the middle tier, which is the value set in the default Ini file generated by the client installation program. Ini file StartUp.SingleDatabaseConnection must always be set to False for all IBA/Foundation versions which do not support Security Groups.
Anomalies and Inadvertent Dependencies The existence of an anomaly may make it possible to create an improper configuration that does not raise an error and/or is not obvious. In such a case, fixing the anomaly may introduce new or unexpected behavior. This is generally understood for conventional upgrades, and continues to be true for upgraded components that are operating in backward compatibility mode. In other words, backward compatibility mode does not imply that products will continue to permit improper configurations in accordance with the original release. Whenever possible, however, errors associated with backward compatibility are “softened” except where the condition is deemed to be a
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Pre-Installation serious risk. Soft errors are indicated by a yellow “WARNING” in the Status field of the Costpoint MES shell. Additional detail may be seen by clicking on this field. The following are examples of product anomalies and improper configuration: . The Costpoint MES hypertext Block tag should not have any other text or formatting on the same row. Prior releases allowed this condition to exist; however, it now causes a soft error. . In Display UDVs, the Selected Fields Hidden property was ignored in some cases, which made it possible to assign a True value without causing the field to be hidden. The correction of this anomaly may cause fields that were visible to suddenly disappear. . On a page tab UDV, Command Buttons linked to a SqlSource were not being disabled when the tab was set to read-only. This previous defect made it possible to have an enabled transaction command on a disabled UDV. Having now corrected this defect, it is still possible to achieve the same behavior when needed, by unlinking the Command Button from the SqlSource. . Privilege logic was not being applied to the Multimedia Editor in the same manner as the Slide Annotations window, making it possible for users without editing privileges to import new objects into a Work Plan. This anomaly also made it possible to enable controls in the Multimedia Editor when [Slide].BrowsePriv and EditPriv properties were blank. For Costpoint MES Thin-Client releases prior to 6.0.x, correction of the problem has no effect. For Costpoint MES Thin-Client releases 6.0.x and later, correction of the problem properly disables controls in the editor when BrowsePriv and EditPriv properties are blank. (WIN-254)
Related Initialization Library Options
[Common].OptionalCommandParams With regard to explicit command parameters for UDVs, the Initialization Library property [Common].OptionalCommandParams provides backward compatibility with the behavior of pre-7010 releases. Note that the behavior of previous releases makes it possible to reach “false positives” where a partial set of parameter values can be available to command-enabling logic through multiple parameter sources. The same issue can arise in places where parameter values are progressively aggregated, as with UDV scripting. To more closely follow the default behavior of pre-7010 releases, set this property to Yes.
[Common].ExplicitControlbyCommandPrivExpression When enabled, the [Common].ExplicitControlByCommandPrivExpression property enables/disables any Other Command exclusively in accordance with the expression of the command’s Priv property, regardless of an empty data set. The default is Yes. To more closely follow the default behavior of pre-7010 releases, set this property to No.
[Common].ReportSqlSourceRowValuesSupercedeParamValues When enabled, the [Common].ReportSqlSourceRowValuesSupercedeParamValues property causes Costpoint MES Report (RAVE) logic to use parameter values of the current row in preference to matching values returned by the populating SQL statement. When not explicitly defined for Costpoint MES Thin-Client releases corresponding to Interface versions 1.0.4.0 or later, the default is Yes. When not explicitly defined for Costpoint MES Thin-Client releases corresponding to Interface versions earlier than 1.0.4.0, the default is No. You can use the [IniLibOverrides] section of the Local Ini file to override the set value. Example:
[IniLibOverrides]
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Common.ReportSqlSourceRowValuesSupercedeParamValues=Yes.
Minimum Hardware and Software Requirements For successful software installation and operation, your hardware system must have the following minimum configuration:
Client Layer Specification Source or Supplier
Costpoint MES Thin-Client G7 Deltek
Operating System MS Windows, XP-32 and 64 bit, Microsoft Win-7 32 and 64 bit
.Net framework 2.0 Microsoft
Workstation hardware 32 or 64-bit. Intel/AMD x86/x64
Notes: Costpoint MES Thin-Client is a Not currently tested in Vista 32-bit executable. It has been environments. validated to operate in 32 and 64-bit Windows Desktop Use of Aero themes in Win 7 operating system environments will severely degrade Costpoint MES performance.
Effective March, 2011 Deltek Confidential Information Restricted Distribution Table 2: Client Layer Requirements
Multiple Release Instances
Although it is possible to install and run instances of multiple releases, e.g., 5.1.0.0 and 5.1.1.0, on a single computer, Deltek does not recommend it. Deltek strongly recommends that you uninstall any existing release before installing this release. For more information on uninstalling, see Uninstalling Costpoint MES Thin-Client section.
In any Costpoint MES installation, certain executable files such as CAD-related files are installed in a shared Windows system directory. These files are referred to by the same name in every Costpoint MES release. In the event that you install a later Costpoint MES release in the presence of an existing earlier release, you will receive a warning message saying that after installation, the earlier release may not function as before. This is because the installation will overwrite the shared files with newer versions whose contents may render them partially or completely incompatible with any earlier installed releases. To check for compatibility of products of different releases, see the Compatibility Information section.
If you have an existing installation of Costpoint MES and install a later release to a different directory, you may receive an error message saying that a DLL cannot be found. If this happens, remove the path entry that refers to the previous installation.
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Multiple Instances of a Single Release It is not possible to install more than 1 instance of a given release of Costpoint MES on a computer. If you attempt to install a release, and the setup program detects existing files of the same release, it displays the Application Maintenance dialog box. You have 3 options.
Option Description
Modify Allows you to install or uninstall specific components. Use this option to install additional functionality or to uninstall additional functionality.
Repair Allows you to reinstall missing or corrupt files, Registry keys, and shortcuts. This option may reset Preferences to default values.
Uninstall Uninstalls Costpoint MES files except for Registry entries and log/Admin files.
Installing vs. Upgrading Costpoint MES applications and support software consist of the following components: . Costpoint MES Thin-Client (Sf32.exe) . Video display software . Costpoint MES Vector Viewer (default CAD viewer) software . The Email application . Sample C++ program interfacing with the Costpoint MES API . Sample Delphi program interfacing with the Costpoint MES API The setup program allows you to install, modify, repair, or uninstall components (see Chapter 3: Costpoint MES Thin-Client and Support Software for definitions of these actions).
If a version of the Costpoint MES software already exists, you have the option to modify, repair or uninstall it. Although it is possible to have multiple concurrent versions of the software on the computer, Deltek does not recommend installing a release without first uninstalling a previous release (see Table 2: Client Layer Requirements and Release Instances, Multiple Release Instances and Uninstalling Costpoint MES Thin-Client sections)
Any upgrade to a new release does not affect the database. This is because the Costpoint MES executable and application files are separate from the database with which they interact. Costpoint MES uses a single file — Costpoint MES.Ini— as a pointer to the database. . If you are installing the Costpoint MES software for the first time, you will configure the file to point to the correct database and initialization record. You do not need to rename this file; when you upgrade to a new release, the setup program retains the existing file. . If you are upgrading the Costpoint MES software (installing over an existing version), simply continue using your current Ini file. See The Local Ini File section for instructions.
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Default Installation Directory Structure During installation, the setup program installs files to the default directories as shown in the following figure. Your specific Costpoint MES directories will depend on the components you install, one directory for each component.
Figure 2: Default Directory Structure
To ensure that the Costpoint MES directory structure remains intact during run time, the installation allows you to change only the superior path, which is the drive and/or directory above the Costpoint MES directory.
Executable Files Costpoint MES Thin-Client releases 7.1.1.0 and later install two desktop icons during installation: Costpoint MES Thin-Client (linked to the Sf32.exe executable), and Costpoint MES Direct Oracle (linked to the Sf32do.exe executable). For current Costpoint MES product suite releases, you should use/configure the Costpoint MES Thin- Client/Sf32.exe icon only. Sf32do.exe is only used for backwards compatibility with legacy Costpoint MES Oracle Servers which do not use an Integrated Business Application Server.
On startup of the Sf32do.exe file, if a URL is provided as a DBAlias value—indicating that the connection is being made through a noncompatible multitier deployment—you receive an error message.
If you are connecting directly to an Oracle database running a legacy Costpoint MES Oracle Server, you can use either Costpoint MES Thin-Client/Sf32.exe or Costpoint MES Direct Oracle/Sf32do.exe, but only Sf32do.exe is backwardly compatible for Live Query Update SQL. . Costpoint MES Thin-Client/Sf32.exe is not backwardly compatible with respect to Live Query Update SQL. Therefore, Sf32.exe does not support Live Query Updates of hypertext save logic used in previous Foundation releases. . Costpoint MES Direct Oracle/Sf32do.exe is backwardly compatible with respect to Live Query Update SQL. Therefore, Sf32do.exe does support Live Query Updates of hypertext save logic used in previous Foundation releases. The use of Live Query Update SQL is essential for some sites, especially in regard to Report Editor (RAVE) reports. If your installation is dependent on the use of Live Query Update SQL, use Sf32.exe or Sf32do.exe according to the following table.
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IBA Release Foundation Release Executable File
10.0.0.0 or greater 3.2.4.0 or greater Sf32.exe
N/A 3.2.3.0 or previous Sf32do.exe Table 3: Foundation Releases and Compatible Executable Files
Windows Settings The following sections contain prescribed Windows settings, which ensure proper Costpoint MES functioning.
Windows Date Format To ensure that Costpoint MES applications work properly with Windows in handling dates, make sure the default date format is configured for a four-digit year.
To check or set the Windows default date format, complete the following steps: 1. Access Control Panel and then Regional Settings. 2. In the Regional Settings Properties dialog box, click the Date tab and make sure that the Short date style value is M/d/yyyy. 3. If it isn’t, click the down-arrow and select M/d/yyyy. 4. It is also a good idea to make the month and day portions a single digit (as in the prescribed setting) so that users do not have to enter a zero before single-digit months and days. For example, if the setting were MM/dd/yyyy, users would have to enter 01/04/2001 for the date January 4, 2001. 5. You do not need to reset the Long data style field (because all valid values have a four-digit year), but you can optimize the setting at this time for your convenience. 6. To exit the Regional Settings Properties, click OK. You do not need to reboot your computer.
Display Font Size To ensure that the Costpoint MES software displays labels and captions correctly, make sure that the display font size is set to Small Fonts.
To check or set the display font size setting, complete the following steps: 1. Click the Start button » Settings » Control Panel » Display » Settings tab. 2. In the Font Size area, make sure the setting is set to Small Fonts. 3. If it isn’t, click the down arrow, select Small Fonts, and click OK.
Visual Transition Effects To ensure that Costpoint MES window-positioning logic operates properly, disable the Windows Use Transition Effects property. The probability of an error occurring during window minimizing/maximizing increases if this setting is improperly enabled (check marked).
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For Windows 2000 and Windows XP operating systems, you set the Use Transition Effects property in the Display Properties dialog box, but access it through different tabs:
. In Windows 2000, the property is located on the Effects tab. . In Windows XP, the property is located on the Appearance tab, Effects button.
To check or set the transition effects setting, complete the following steps: 1. On the Windows desktop, right-click and select Properties. 2. The Display Properties dialog box appears. 3. For Windows 2000, select the Effects tab; in the Visual Effects area, make sure the Use Transition Effects setting is disabled (unchecked). For Windows XP, select the Appearance tab and then the Effects button; make sure the Use Transition Effects setting is disabled (unchecked).
Video Tool Reliance on DirectX Media Software Costpoint MES's video objects rely on DirectX Media software and require that it be installed on the client computer. In past versions of Costpoint MES, the startup routine prevented Costpoint MES from starting if it did not find DirectX Media on the client. Although the application now starts without DirectX Media, the Slide window cannot display video objects without it. You can download DirectX Media directly from Microsoft's Web site: http://www.microsoft.com/directx/homeuser/downloads/default.asp Follow the links and instructions for DirectX Media Runtime. Also, Internet Explorer 4.0 and later automatically installs the DirectX Media software.
Direct Oracle Language Settings If the client is connecting directly to a database (using either Sf32.exe or Sf32do.exe) without a middle tier, you must use an 8-bit or greater character set. You do this by setting the Windows Registry NLS_LANG parameter to an appropriate character set such as AMERICAN_AMERICA.WE8MSWIN1252 (see the following figure).
Table 4: The NLSLANG Parameter in the Windows Registry
You can use the following dummy statement to query the current client session from the SQL prompt to determine the NLS_LANG value:
@.[%NLS_LANG%]. You will receive an error message, but the message should return the current NLS_LANG value between the brackets.
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We strongly advise that you back up the Registry before changing the NLS_LANG value. (In the Registry Editor, simply export the Registry file). Follow this path to the NLS_LANG setting: HKLM\Software\Oracle\Home0. Failure to use an 8-bit or greater character set will almost certainly result in failed functions such as buyoffs and data collections in the end-user application.
Oracle8 Database Connection Constraint If you install or upgrade to Oracle8 and your application path statement contains parentheses or other special characters, you will receive an Oracle Net8 error message when attempting to connect to the database. Removing parentheses and other special characters from the path statement fixes this Oracle problem.
Trend Micro AntiVirus Software and DLL Removal
Trend Micro antivirus software was recently reported to have identified the Costpoint MES Thin- Client Sfkbd32.DLL file as a “Trojan keylogger,” and as a result, removed it from the Costpoint MES Thin-Client installation directory. Removal of the DLL has caused a problem at two Costpoint MES Thin-Client sites to date.
The misidentified Sfkbd32.DLL file enables automatic logon through a barcode reader device acting as a keyboard wedge. By default, this DLL is not enabled until it is expressly configured through the [LOGIN] section of the Initialization Library record. When enabled, it simply watches for a specific sequence of characters, and on detection of that sequence, initiates the logon process. It does not store, log, or transmit data of any kind. False-positive keylogger identification has been seen with Costpoint MES Thin-Client version 6.0.0.0. The following symptoms indicate that the Sfkbd32.DLL file has been misidentified and removed: . On attempted startup, this error appears: “Startup Error 753846. Please contact Technical Support.” . A subsequent check of the Costpoint MES Thin-Client installation directory (default is C:\Program Files\Costpoint MES\Costpoint MES Thin-Client), shows that Sfkbd32.DLL is missing. If your site is experiencing this problem, Deltek Technical Support suggests that you take one or both of the following actions: . Exclude either the Sfkbd32.DLL file or the file directory from the antivirus scan list. . Contact Trend Micro for a possible change in definition files.
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Oracle Client Software
Overview Oracle Client Software and this chapter are only required when using the Costpoint MES Thin-Client in backwards compatibility mode with a legacy Costpoint MES Oracle Server without the Integrated Business Application Server. Skip this chapter for all current Costpoint MES IBA deployments. If you will be directly connecting to an Oracle database using legacy a Costpoint MES Oracle Server, you must install Oracle and SQL*Net on the client machine. The Oracle client software enables you to access Oracle servers from clients running the following software: . Windows 7 Professional . Windows XP Professional . Windows 2000 Professional Please see the appropriate Oracle documentation for installing Oracle and Net9/Net10 Client software on the client machine.
Pinging a Database Connection Once you have installed the Oracle software and made a connection to an Oracle database, it’s a good idea to test the database connection with TNSPing.exe.
To ping a database On the client desktop, open a command window: Click Start » Run, and in the Open field, enter cmd. 1. A command window appears. At the command prompt, enter
TNSPING DatabaseAlias where DatabaseAlias is the alias of the database you connected to. 2. The TNS Ping utility starts and attempts to connect to the database via the alias. See the following figure. “OK” followed by the ping return time in parentheses means the connection was successful (for example, OK (90Msec). “Failed to resolve name” means that the ping was not successful.
Figure 3: Pinging a Database in a Cmd Window
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Costpoint MES Thin-Client and Support Software
Overview The Costpoint MES Thin-Client installation program installs, modifies, repairs, or uninstalls one or more of the following software components in a single master routine: . Costpoint MES Thin-Client . Video display software . The Costpoint MES Vector Viewer (default CAD viewer) software (see the CAD Viewers section) . The Email support application . Sample C++ program interfacing with the Costpoint MES API . Sample Delphi program interfacing with the Costpoint MES API This manual shows you how to install and uninstall only. It assumes that if you need to modify or repair files, you have already performed an installation and are familiar with the basic features of the modify and repair routine.
CAD Viewers The 7.1.2.0 release of Costpoint MES Thin-Client marked a change in the default CAD viewer, which is now the Costpoint MES Vector Viewer. The Vector Viewer is installed automatically during Typical and Complete installations, and is enabled by default when installed as a component during a Custom installation. In order to enable the Vector Viewer, you must install runtime components of Visual C++ Libraries on the Costpoint MES Thin-Client machine before installing Costpoint MES Thin-Client. These components may already be installed on the machine if it is running Microsoft applications. For more information, see the Runtime Components for the Vector Viewer section.
Existing Files of the Same Release If the setup program detects no files matching the release you are attempting to install, it takes you directly to the setup routine. However, if the setup program detects files matching the release you are attempting to install, it displays the Application Maintenance dialog box with the following options: . Modify — Allows you to install or uninstall specific components. Use this option to install additional functionality or to uninstall additional functionality. . Repair — Allows you to reinstall missing or corrupt files, Registry keys, and shortcuts. This option may reset Preferences to default values. . Uninstall — Uninstalls files except for Registry entries and log/Admin files.
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Costpoint MES Thin-Client Software Installation Costpoint MES Thin-Client installation consists of the following steps: . Installation of runtime components of Visual C++ Libraries (if the runtime components are not already installed on the Costpoint MES Thin-Client machine). This installation should precede Costpoint MES Thin-Client installation. . Costpoint MES Thin-Client installation
Runtime Components for the Vector Viewer If you will be installing the default Vector Viewer — which is installed automatically in a Typical or Complete installation, or as a component in a Custom installation—you must install runtime components of Visual C++ Libraries before attempting the Costpoint MES Thin-Client installation. These libraries enable you to run the viewer. If you are running Microsoft applications, chances are these runtime components are already on your computer. If they are, there will be at least one entry in the C:\Windows\WinSxS directory with the following prefix: x86_Microsoft.Vc80...... If you do not see one or more of these entries, or remain unsure whether the runtime components have been installed, go to the following web site and download the libraries (filename vcredist_x86.exe): http://www.microsoft.com/downloads/details.aspx?familyid=32bc1bee-a3f9-4c13-9c99- 220b62a191ee&displaylang=en Double-click on the downloaded file to install the runtime components.
What You Will Need You should have the following items and information on hand before you begin: . The computer or server location of the DeltekCostpointMES10.zip file. . The path and name of the Costpoint MES Thin-Client software installation directory Optionally, if you want to configure the Local Ini file as you install, have the following values on hand: . Ini Id (Ini_Id) — The appropriate Initialization Library record. The record ID is different from the ini file ID. . Database Alias (DbAlias) — The alias of the database you will be connecting to. The format of this alias depends on the type of database you will be connecting to. See Local Ini File section. . Public Username — The user name necessary to initiate the background session of Costpoint MES Thin-Client (if you want to change it from the default). . Public Password — The password necessary to initiate the background session of Costpoint MES Thin-Client (if you want to change it from the default). You can also configure the Local Ini file after installation. For more information, See Local Ini File section. The setup program installs two icons on the desktop: Solumina Thin-Client (Sf32.exe) and Solumina Direct Oracle (Sf32do.exe) on the desktop. Use/configure the appropriate icon and delete the unused icon (see Executable Files section).
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We recommend that you delete the unused icon immediately after installation. Setup also creates one or more of the following shortcuts: . Solumina G7 . Readme.txt You access these shortcuts by clicking Start » Programs » Solumina G7.
Installation
If you are performing a software installation that makes Solumina Thin-Client accessible to all users on the installation machine (see step 4 in the following procedure), you must have Windows Administrator rights.
To install Solumina Thin-Client software: 1. From the DeltekCostpointMES10 unzip directory, locate \DeltekCostpointMES10\ThinClientInstall\Standard\SoluminaSetup.msi. 2. Double-click SoluminaSetup.msi. After a few seconds, the Costpoint MES Welcome dialog box appears.
If the Application Maintenance dialog box appears, the setup program has detected files of the same release you are attempting to install. Deltek recommends that you perform an uninstall before proceeding. For more information, see Multiple Instances of a Single Release section and Uninstalling Costpoint MES Thin-Client section.
3. After reading the dialog box, click Next. The License Agreement dialog box appears.
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4. Select the I Accept the License Agreement option, and click Next. The Readme Information dialog box appears.
This file contains installation information contained in this manual and some late-breaking information as well. You can access this information after installation by clicking Start » Programs » Solumina G7 » Readme. 5. After reading Readme information, click Next. The User Information Setup dialog box appears.
This dialog allows you to install Costpoint MES Thin-Client for just yourself or for all users on the installation machine. If you install just for yourself, you will be the only one that can see the Costpoint MES Thin-Client icon and application on the Start menu. You must be an Administrator to install for all users. 6. Click the applicable option, and then click Next. The Destination Folder dialog box appears.
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This dialog box allows you to change the drive and directory superior to the Costpoint MES subdirectories (see Default Installation Directory Structure section). 7. After accepting the default path or browsing to set a new one, click Next. The Installation Type dialog box appears.
Valid options are: Typical — Includes all basic Costpoint MES Thin-Client functionality, plus the Costpoint MES Vector Viewer (the default CAD viewer). Complete — Includes all basic Costpoint MES Thin-Client functionality, the Costpoint MES Vector Viewer (the default CAD viewer), API examples and Email support files. Custom — Includes all basic Costpoint MES Thin-Client functionality, and allows you to individually install (or not) the Costpoint MES Vector Viewer (the default CAD viewer), API examples and Email support files. The Vector Viewer is enabled by default.
If you will be installing the Vector Viewer in any type installation, runtime components for Visual C++ Libraries must already be installed on your computer. If they aren’t, exit the installation and see the Runtime Components for the Vector Viewer section.
8. Select the installation type you want and click Next. 9. If you chose a Typical, or Complete installation, the INI File Setup dialog box appears. Go to step 11. 10. If you chose a Custom installation, the Select Components dialog box appears. Continue here.
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The Select Components to Install dialog box contains the following components:
Component Description
Mail Support Database objects needed for the Email application
API Example C++ Sample C++ program interfacing with the Costpoint MES API
API Example Delphi Sample Delphi program interfacing with the Costpoint MES API
Vector Viewer The default CAD viewer. After installation you must configure the viewer. See Local Library Caching.
11. In the Select Components dialog box, for each component, click the icon next to the component name, and select the installation option you want; and then click Next. The INI File Setup box appears.
12. In the INI File Setup dialog box, enter the URL for connecting to your Costpoint MES system, for example, http://CostpointMESServer:8080/solumina-G7/gateway?id=CPMES_CLIENT. Where CPMES_CLIENT is the configuration that has been setup in the System Manager install. 13. Click Next. The Start Installation dialog box appears.
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14. Click Next.
15. Click Finish to complete the installation. The setup program installs two Costpoint MES icons on the desktop: Solumina Thin-Client (Sf32.exe) and Solumina Direct Oracle (Sf32do.exe) on the desktop. Use/configure the appropriate icon and delete the other (see the Executable Files section). Note also that if the client is connecting directly to a database (using either Sf32.exe or Sf32do.exe) without a middle tier, you must use an 8-bit or greater character set. For more information, see the Direct Oracle Language Settings section. Setup also installs a shortcut to the Readme file through the Start menu: Start » Programs » Solumina G7 » Readme.
Accessing Costpoint MES Help
To access Costpoint MES help, complete the following steps: 1. Go to your Costpoint MES Thin Client installation directory, C:\Program Files (x86)\Solumina\Windows Client. 2. Rename Solumina.chm to Costpoint MES.chm.
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Silent Installation You can perform a silent installation of Costpoint MES Thin-Client via the command line. Silent installation is executed in a DOS window and triggers no dialog boxes or advisories. Silent installation performs a Typical-type installation, which installs basic Costpoint MES Thin-Client components, the Vector Viewer (the default CAD viewer) and both executable files, Sf32.exe and Sf32do.exe. For more information on executables, see the Executable Files section. If you will be using the Costpoint MES Vector Viewer, you must have runtime components for Visual C++ Libraries installed on your computer. See the Runtime Components for the Vector Viewer section. After installation you must configure the viewer. See the Local Library Caching section. The following command information contains the executable installation files and arguments (parameters) needed to refine installation.
Costpoint MES Thin-Client Only Installation For the Costpoint MES Thin-Client software only (including the Vector Viewer), the basic command line is this:
SoluminaSetup.msi /q
Parameter Description
PUBUSER The Anonymous user name. Example: PUBUSER=ANONYMOUS.
PUBPASS The Anonymous user password. Example: PUBPASS=ANONYMOUS.
DBALIAS The Costpoint MES database alias as defined in the TNSNAMES.ORA. Example: DBALIAS=RD_5040.
INIID The ID of the INI record in the Costpoint MES database. Example: INIID=MFG_5040.
INSTALLDIR The Location in which Costpoint MES is to be installed. Example: INSTALLDIR=C:\ProgramFiles\Costpoint MES. Table 5: Windows Command Line Parameters for Silent Installation
Example SoluminaSetup.msi /q PUBUSER=ANYUSER PUBPASS=ANYUSER
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Overview This chapter tells you how to configure the Local Ini (startup) file and plug-in viewers, load licenses, start Costpoint MES with different command-line options, set up silent and Internet installation, and configure external user authentication.
The Local Ini File If you have just completed an initial installation of Costpoint MES Thin-Client (as opposed to an upgrade over an existing installation), you must configure the Costpoint MES.Ini file (see the Installing vs. Upgrading section).
Database Connections When you configure the Local Ini file, you must specify the database alias (DbAlias) according to your database connection as follows.
Context Multi-Tier Connection DbAlias Value Client-Server Connection DbAlias Value
Ini file URL Oracle Alias Example Examples DbAlias=http://Server123.Acme.com/Costpoint DbAlias=Prod123 MES DbAlias=Prod123.Acme.com
Command /a URL /a Oracle Alias line Example Examples /a “http://Server123.Acme.com/Costpoint MES” /a Prod123 Note: For the command line, the use of double /a “Prod123.Acme.com” quotes is highly recommended.
Contact MIS personnel at your site for the correct DbAlias value.
Proxy Servers For non-Oracle databases only, in the case where you are using a proxy server, add a space- delimited proxy server argument to the DbAlias:
Proxy =
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Examples of DbAlias values with proxy servers
DbAlias=http://server123.Acme.com/Costpoint MES Proxy=JohnSmith/[email protected]:9090 or, on the command line...
/a “http://server123.Acme.com/Costpoint MESProxy=JohnSmith/[email protected]:9090”
Display Names On screen, the DbAlias appears next to the User Name in the Status line. If this alias is too long or unmeaningful to the user, you can specify a shorter name by adding the space-delimited DisplayName argument to the DbAlias:
DisplayName=
DisplayName Examples Displayed Text
DisplayName=Production Production
DisplayName=Widget_DB Widget DB
Examples of DbAlias values with DisplayNames
DbAlias=Prod123 DisplayName=Production DbAlias=Prod123.Acme.com DisplayName=Widget_DB DbAlias=http://server123.Acme.com/Costpoint MES DisplayName=Widget_DB Proxy=proxy1.Acme.com DbAlias=http://server123.Acme.com/Costpoint MES Proxy=proxy1.Acme.com DisplayName=Production DbAlias=http://server123.Acme.com/Costpoint MES DisplayName=Widget_DB or, on the command line...
/a “http://server123.Acme.com/Costpoint MES DisplayName=Widget_DB Proxy=proxy1.Acme.com” /a “http://server123.Acme.com/Costpoint MES Proxy=proxy1.Acme.com DisplayName=Production” /a “http://server123.Acme.com/Costpoint MES DisplayName=Widget_DB”
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Configuring the Local Ini File You configure the Local Ini file in a text editor.
To configure the Local Ini file 1. In the Costpoint MES directory, open Costpoint MES.Ini in a text editor such as Notepad. 2. Set property values as follows:
DbAlias The alias of the database you will be connecting to. See the Database Connections section .
Ini_ID The appropriate Initialization Library record.
PublicUserName The user name necessary to initiate the background session of Costpoint MES Thin-Client.
PublicPassword The password necessary to initiate the background session of Costpoint MES Thin-Client.
3. Save the file and exit.
Local Library Caching You can cache Initialization, UDV, and SQL Library records on the client, which speeds startup and runtime response considerably, especially in WAN environments. Local caching of this type was originally limited to Initialization Library records, but now applies to UDV and SQL Libraries as well.
You can now use caching in a single home directory used for multiple database connections. This is because the file name now identifies the database instance, ensuring connection to the proper cache. For UDVs only, Thin-Client also automatically creates an in-memory cache that speeds performance by fetching UDVs from memory instead of the database. During testing, you may want to turn off this cache to immediately verify UDV changes. See the bullet points immediately below.
The Local Library Cache is enabled by 2 properties in the Local Ini file (not the Initialization Library record): . LocalConfigCacheEnabled - Enables (True) or disables (False) caching for all libraries: Initialization, UDV, and SQL. . PathToLocalCfgCache - Specifies the location of the cache.
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Archive File Names On the local machine, the Local Library Cache consists of 3 archive files at the PathToLocalCfgCache location. The
How Local Library Caching Works In general, for all library records, the action that populates the local cache with a given record is a failed search for that record. This causes the cache routine to fetch the record from the database, and then to compress a copy of the record in the appropriate archive file, where it is then available for a future call. For the Initialization Library only, local caching is supported by two cache-associated columns in the SFCORE_INI_LIB table. Whenever an Initialization Library record is saved, a compressed copy of the record is stored in one column, and the corresponding MD5 digest is stored in the other. Comparison of the MD5 value of the cached record with that of the database record allows Thin-Client to see if the database record has been updated. For the Initialization Library, local caching works like this: When local caching is enabled (LocalConfigCacheEnabled = True), on startup, Startup checks the Costpoint MESCache-
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When local caching is enabled (LocalConfigCacheEnabled = True), and Thin-Client starts up, the cache routine immediately checks the dates of all cached UDV/SQL records against the Update timestamps of the corresponding records in the database. If any dates do not match, Thin-Client purges the cached counterpart. When Thin-Client calls any UDV or SQL Library entry, it checks the appropriate archive file (Costpoint MESUDVCache-
PathToLocalCfgCacheValue Startup Action
Property not present The default. Thin-Client looks for the archive and compressed record in the Costpoint MES home or directory. [Blank]
@UserTemp Thin-Client looks for the archive and compressed record in the logged-on user’s Temp directory.
[Path] Thin-Client looks for the archive and compressed record in the designated directory. Example: C:\Production\Shift3\. Table 6: Startup Actions Based on the PathToLocalCfgCache Value
Configuring the Local Library Cache You configure the Library cache by inserting the LocalConfigCacheEnabled property in the Local Ini file (or WebExpress.Ini file). You do not need to add the PathToLocalCfgCache property if you want Thin-Client to establish the cache in the Costpoint MES home directory.
To configure the Local Library Cache, complete the following steps: 1. Display the Local Ini Editor in the System Manager. See the “Launching a Configuration Tool” section in the System Manager Manual. 2. Click the Choose Ini File button. The Open dialog box appears. 3. Navigate to the desired Ini file and click Open. The file appears in the Local Ini Editor window. 4. In the [Startup] section, insert the LocalConfigCacheEnabled property and set it equal to True. 5. If you want to establish the cache in the Costpoint MES home directory, these stops complete cache configuration:
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. To establish the cache in the user’s Temp directory, insert the PathToLocalCfgCache property and set it equal to @Temp. . To locate the cache in a directory other than the Costpoint MES home directory or the user’s Temp directory, insert the PathToLocalCfgCache property and set it equal to the desired directory path. Example: C:\Production\Shift3\. 6. Save the file.
Disabling the Local Cache on the Command Line If you have a cache enabled through the Local Ini file, you can disable it through the /xl (XL) switch on the command line.
Associating an Extension with a Plug-in Viewer When you associate an extension with a plug-in viewer/ActiveX control, Costpoint MES displays the object in the plug-in viewer instead of in the default viewer. Or, if you have just installed the Costpoint MES Thin-Client software, association of extensions configures the default Vector Viewer so that it displays specific file types. You can associate multiple file extensions with a single viewer. With the exception of the Vector Viewer, these new associations override the default associations as shown in Appendix A, “Supported Formats for Default Viewers.” These new associations override the default associations as shown in Appendix F, “Associated File Extensions/Format for Default Viewers.” Plug-in viewer properties are synonyms whose values are the actual viewer property names. For each plug-in viewer you must know the following minimum information:
Property Description
PlugInName The name of the viewer (ActiveX control) as listed in the Windows Registry
FileNameProperty The viewer property that loads a specific file
You associate a given extension with a plug-in viewer in the [Slides].PlugInViewers section of the Initialization Library record. This is the first place that Costpoint MES looks when determining the proper viewer in which to display an object. If Costpoint MES finds a plug-in associated with the file extension, it terminates the search and displays the object in the plug-in viewer. For more information on viewer logic, see the “Viewers” and “Viewer Display Logic” sections in the Costpoint MES Configuration Manual, Volume 2. The following procedure shows you how to associate a file extension with a plug-in viewer. It assumes that you have launched the Initialization Library Editor and are connected to the desired database. See the “Launching a Configuration Tool” section in the System Manager Manual.
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To associate a file .3D extension with a plug-in viewer/ActiveX control, complete the following steps: 1. In the tree pane of the Structured Editor tab, double-click Slide. 2. Double-click PlugInViewers and then [Add a New Viewer]. 3. In the right-hand pane Description field, enter a description and click [Add New Entry]. 4. Define the following properties as needed:
Property Description
PlugInName The name (ProgID) of the viewer (ActiveX control) as listed in the Windows Registry. For the Vector Viewer, this is SFVectorViewCtrl.SFVectorView.
Supported The file extensions that the viewer supports. Use commas to separate Extensions extensions. See Appendix A for supported viewer extensions. If you configure different viewers, make sure you do not duplicate extensions. Costpoint MES always uses the first viewer associated with any extension.
FileName (String) The name of the viewer property that loads a specific file. Property For the Vector Viewer, this is Filename.
Bookmark (String) The name of the viewer property that contains bookmark data. Property For the Vector Viewer, this is Bookmark.
UserID Not used at this time.
Password Not used at this time.
Associating an Extension with an Alternate Viewer If you associate an extension with an alternate viewer/display mode, Costpoint MES displays the object in an alternate default viewer instead of in the default viewer associated with that extension. You can associate multiple file extensions with a single alternate viewer. These new associations override the default associations as shown in Appendix A, “Supported Formats for Default Viewers.” These new associations override the default associations as shown in Appendix F. Essentially this association swaps one Costpoint MES default viewer for another. For example, the default viewer type for a PDF file is the document viewer. But you can associate the PDF extension with the default CAD viewer (by setting Display As to CAD Drawing) and Costpoint MES will then display the PDF file in the default CAD viewer. Generally, it’s a good idea to display scanned text and digital camera images as Images (in the default Image viewer), but to display scanned CAD drawings as CAD drawings (in the default CAD viewer). You associate a given extension with an alternate viewer in the [FileExtensions] section of the Initialization Library record. In determining the proper viewer for a given object, Costpoint MES looks at this section only if there is no associated plug-in the [PlugInViewers] section. If Costpoint MES finds a viewer associated with the file extension, it terminates the search and displays the object in
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Post-Installation the associated viewer. For more information on viewer logic, see the “Viewers” and “Viewer Display Logic” sections in the Costpoint MES Configuration Manual, Volume 2. The following procedure shows you how to associate a file extension with a viewer/display mode. It assumes that you have launched the Initialization Library tool and are connected to the desired database. See the “Launching a Configuration Tool” section in the System Manager Manual.
To associate an extension with an alternate viewer/display mode, complete the following steps: 1. In the tree pane of the Structured Editor tab, double-click Slide and then FileExtensions. 2. Under FileExtensions click [Add a New Extension Mapping]. 3. In the right-hand pane Description field, enter a description and click [Add New Entry]. 4. Define properties as needed:
Property Description
Extensions The file extension that you want to associate with the Display As viewer/display mode. Use commas to separate multiple extensions.
DisplayAs The viewer/mode you want the extension to display. Click the arrow to view the dropdown list.
Licenses Deltek issues licenses on a site-wide basis. The Costpoint MES site license contains the following sublicenses, and controls issuing of sublicenses as follows: . Suite — A General use license that allows the logged-on user to access the core functionality of the Costpoint MES software suite. A Suite license is issued per user when the user opens any basic window. . Grace — An additional Suite license issued when the Suite maximum has been reached. . Supplier — A license issued to a specific supplier. The Supplier maximum can be exceeded by “borrowing” licenses from the unissued Suite pool. . Delmia — The license needed to use the Delmia integration. A site license exists as an encrypted BLOB in the SFCORE_LICENSE table. The software consults this license on initial startup and the first time a logged-on user requests access to a tool or auxiliary functionality.
License Checkout and Checkin Costpoint MES Thin-Client uses the Site license as a bookkeeper to discern the number and type of sublicenses that are available to users. Each logged-on user constitutes a foreground database connection. At the same time, a background or Anonymous user constitutes the background database connection. Checkout of licenses follows this scheme:
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. When Costpoint MES Thin-Client starts, it looks for a site license. If no site license is available, Costpoint MES Thin-Client issues an error message and opens the License Loader tool. . No license activity takes place for any logged-on user until the user opens a tool window, at which time Costpoint MES Thin-Client consults the Site license for an available Suite, Grace, or Supplier license. If a license is available, Costpoint MES Thin-Client issues it against that user. Checkout ignores the foreground user name, proceeding even if the name is a schema owner or matches the background user, for example, Sfmfg, Costpoint MES, Anonymous, and so on. If a license is not available, an error message appears. “The user-associated Suite, Grace, or Supplier license remains checked out until the user closes all tool windows including any hidden windows, at which time Costpoint MES Thin-Client checks in the license.” . When a user attempts to use any auxiliary functionality, Costpoint MES Thin-Client consults the site license for the appropriate auxiliary license. If an auxiliary license is available, Costpoint MES Thin-Client issues it against the user. If an auxiliary license is not available, an error message appears. Two properties in the [Common] section of the Initialization Library record can be configured to automatically log on and log off users. These properties affect license checkout/checkin as follows: . AutoLogonOnDemand — When AutoLogonOnDemand is enabled, any invoke of a tool window by any means automatically logs off the foreground user, logs on the AutoLogonOnDemand user, and issues the appropriate license against the autologon user. Also, when this property is enabled, the foreground user is not automatically logged on when Costpoint MES Thin-Client first starts up. For more information, see “[Common] Properties” in the Costpoint MES Configuration Manual, Volume 1. . AutoLogoffMaxSeconds — When AutoLogoffMaxSeconds is enabled, on reaching the specified number of seconds of idle time, Costpoint MES Thin-Client automatically logs off the current foreground user and logs on the background user (PublicUserName) as the foreground user. If the background user does not have the proper privileges to view any open windows, Costpoint MES Thin-Client closes all windows and checks in the associated license. If the background user has the proper privileges to view one or more open windows, Costpoint MES Thin-Client leaves those windows open and transfers the checked-out license to the background user. Autologoff does not run if the foreground user name matches the background user name. User names are not case sensitive. For more information, see the “Other Logon Options” section in the Costpoint MES Configuration Manual, Volume 2.
Loading a License If you have upgraded a current database through an upgrade script, or done a fresh install, the database may not contain a license. This will cause an “Unable to read license ID” error message when you attempt to invoke Costpoint MES Thin-Client. You load a license with the License Loader tool in the Costpoint MES System Manager (see the following figure). You can load an initial license or replace an existing license with a newer license.
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Figure 4: The License Loader Tool
When you load an initial license, Costpoint MES allows you to access only the License Loader tool. If no license exists and you attempt to open a tool other than the License Loader, Costpoint MES displays an error message and takes you directly to the License Loader. When you replace an existing license with a newer license, Costpoint MES uses the license with the most current date. The following procedure shows you how to load a license.
To load an initial license or replace an existing license, complete the following steps: 1. Open the Costpoint MES System Manager: Double-click the System Manager icon on the desktop, or double-click Sfcfg32.Exe or Sfcfg32m.Exe from Program Manager or Explorer. 2. The Costpoint MES System Manager window appears. In the Select Tools list on the left- hand side, double-click License Loader. 3. The License Loader window appears.
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4. In the License File field, enter the license file you want to load, or click the Folder button, select the directory and filename of the license you want to load, and click Open. 5. In the License ID field, enter the license ID. 6. Click the Load License button. 7. The software downloads the license file to the SFCORE_LICENSE table.
License Properties The following table shows the properties in the license file. Note that all property names are a single word even though some are written on two lines due to space restrictions.
Property Win Web Description
Version x x The current version of the license generator tool (not the version of the software).
Site x The current installation site. This text appears on both tabs of the About window. This property also serves as the license label or title, identifying a specific license or instance of Costpoint MES. The property field can accommodate up to 30 uppercase M characters or more if characters are lowercase.
Key x x The License ID.
Prefix x x The site-specific qualifier. This property must be 7 or fewer characters.
Suite x x Number of Suite+Grace+Supplier licenses that can be issued at one time. A Suite license can apply to any core tool type. Syntax:
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Property Win Web Description SUITE=MaximumLicenses,GraceLicenses,PerSupplierLice nses Note that the Supplier license number is the number per supplier, not the total number of supplier licenses. Also, the Supplier maximum can be exceeded by “borrowing” licenses from the unissued Suite pool. The individual values of the Suite property are determined in accordance with the appropriate customer contract/agreement. At this time, Supplier licenses are issued only for Web Express Publisher sites.
License x The date after which the license expires, but with a grace Expired Date period of allowable logon if the LicenseDropDeadDate is later. This property is optional. If a LicenseExpiredDate is specified, but there is no LicenseDropDeadDate, the software displays the following warning message before allowing logon: . License has expired. . Courtesy login granted. If a LicenseExpiredDate is specified, and the LicenseDropDeadDate is also specified, the software displays the following warning message before allowing logon: . License has expired. . Courtesy login granted. . The software will cease functioning on [LicenseDropDeadDate]
LicenseDrop x The date after which the license is invalid under all DeadDate circumstances. This property is optional. If it is blank, the software ignores it. If the LicenseDropDeadDate is specified and has been reached, the software displays the following error message before terminating: . Missing or corrupt license record, License Id: [License Id]
Enable_Roles x When set to YES, enables the Restricted Roles option by causing the software to check the license file for the role password, which then enables Assignable roles. When set to NO, disables the Restricted Roles option with no check of the license file. See “The Restricted Roles Option” section in the Costpoint MES Configuration Manual Volume 2.
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Property Win Web Description This setting can be modified through the Modify button.
AAC x The Application Access Control method that controls access to specific tools in the Costpoint MES System Manager as follows: None. The manager has no access control. On manager launch, all tools are available to the logged-on user. Database. On manager launch, application privileges are read from database tables containing the logged-on user’s Oracle roles and privileges. Windows Directory. On manager launch, a query to the Windows OS returns the Groups in which the logged-on user is a member, where membership confers the group privilege. In this method, AAC aliases map Group names to Costpoint MES application privileges. LDAP (Lightweight Directory Access Protocol). On manager launch, an external LDAP server reads the logged-on user’s application privileges from member data, where membership confers the group privilege. In this method also, AAC aliases map Group names to Costpoint MES application privileges. This setting can be modified through the Modify button.
Enable_SIV x When set to YES, enables System Integrity Validation, which ensures that neither the Costpoint MES Thin-Client executable files nor the database elements comprising an authorized release have been changed since the last- approved state. For more information, see the Costpoint MES System Integrity Validation manual. This setting can be modified through the Modify button.
Enable_LTA x When set to YES, enables Labor Time Attendance, which tracks user/employee work projects, hours, and attendance. For more information, see the Costpoint MES Labor Time and Attendance manual. This setting can be modified through the Modify button.
Enable_XML x When set to YES, enables communications to other applications via the XML Connector.
AAC_Explicit x When set to YES, shows that users will be prompted to log Auth in for explicit authentication. This setting can be modified through the Modify button.
AAC_LDAP x The LDAP authentication method. _BindMethod This setting can be modified through the Modify button. Table 7: License Properties as Shown in the License Loader
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Click the Modify button in the License Loader window to change license data. The following table shows license properties as set through the Modify License Data dialog box.
Field/Property Description
Enable Roles When checked, enables the Restricted Roles option. See Enable_Roles in the preceding table (Table 7. License Properties as Shown in the License Loader).
Role Password The password that enables the Restricted Roles option.
Enable System When checked, enables SIV, the module that ensures that neither the Integrity Validation Costpoint MES Thin-Client executable files nor the database elements comprising an authorized release have been changed since the last- approved state. For more information, see the Costpoint MES System Integrity Validation manual.
Enable Labor When checked, enables LTA, the module that tracks user/employee Time and work projects, hours, and attendance. For more information, see the Attendance Costpoint MES Labor Time and Attendance manual.
Enable XML When checked, enables the XML Connector, the module that Connector communicates with other applications via XML. For more information, see the Costpoint MES XML Connector Configuration manual.
Application Access The method that controls access to specific tools in the Costpoint Control Method MES System Manager. See AAC in the preceding table (Table 7. License Properties as Shown in the License Loader).
Use AAC Priv When checked, enables the use of privilege aliases. These aliases Alias Data are configured in the Application Access Alias Management tool.
Windows When AAC=Windows Directory, the domain used for Windows Authentication Authentication. See AAC in the preceding table (Table 7. License Domain Properties as Shown in the License Loader).
Prompt for explicit When AAC=Windows Directory, and when checked, causes users to Authentication be prompted to log in for explicit authentication.
Host When AAC=LDAP, the name of the LDAP directory service/server computer. See AAC in the preceding table (Table 7. License Properties as Shown in the License Loader).
Bind Method When AAC=LDAP, the LDAP authentication method. See AAC in the preceding table (Table 7. License Properties as Shown in the License Loader). Table 8: Properties in the Modify License Data Dialog Box
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The Costpoint MES Icon The easiest place to run the Costpoint MES application with additional or altered command line options is from the Costpoint MES icon that starts the application. You set command line options in the Target field of the Properties dialog box.
Figure 5: The Target Field in the Icon Properties Dialog Box
To change the command line through the Costpoint MES icon, complete the following steps: 1. Right-click the Costpoint MES icon, and click the Properties option. 2. The icon properties dialog box appears. Click the Shortcut tab. 3. In the Target field, add appropriate command line options (see Appendix B, “Command Line Options.”)
Alternate Local Ini Files When you first start Costpoint MES, SF.INI (the Local.Ini file) bootstraps the application. This file performs two main functions: . Points to a specific database with which the Costpoint MES application will interact. . Points to a specific Initialization Library record, which sets the zero state of the Costpoint MES application. The Local Ini file also contains variables as shown in the following table:
Variable Description
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Variable Description
PathToFrameWork Defines the path and directory in which the framework modules (SFGLData.DLL, SFUsrDlg.DLL, etc.) reside.
dbAlias Specifies the TNS alias used to connect to a specific database.
Ini_Id Specifies the Initialization Library record that initializes the Costpoint MES applications.
PublicUserName Defines the default user name required to access the Costpoint MES software.
PublicPassword Defines the default password required to access the Costpoint MES software.
ValidTableOwners Specifies the table owner(s). Used to identify tables belonging to a specific Costpoint MES database.
ValidStoredProcOwners Specifies the stored procedure owner(s). Used to identify stored procedures belonging to a specific Costpoint MES database.
The “/I” command line option (see Appendix B, “Command Line Options”) allows you to start Costpoint MES with an alternate Ini file. Use an alternate Ini file to call an alternate database (dbAlias), to point to an alternate Initialization Library record (Ini_Id), or to change any variable in the default Local Ini file. Example The sample alternate Ini file below calls the SF2V15 database instance (dbAlias=sf2v15) and then hands off initialization to the 220_PLG04 record in the Initialization Library (Ini_Id=220_PLG04).
[Startup] PathToFrameWork=c:\SF2000\Costpoint MES dbAlias=sf2v15 Ini_Id=220_PLG04 PublicUserName=Anonymous PublicPassword=Anonymous ValidTableOwners=Planning ValidStoredProcOwners=Planning
[SubstitutionText] :Use @
Oracle-Enabled External User Authentication This method of external user authentication is not applicable to the current released Costpoint MES Integrated Business Application. It is only applicable to legacy Costpoint MES Oracle Server releases. User authentication can be accomplished externally as well as internally (through the User Authentication dialog box). With external user authentication, Oracle obtains the user’s identity
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How External User Authentication Works External user authentication can be initiated two ways: . On the command line . In the Local Ini (startup) file Both rely on a Username value set to
Command line C:\Costpoint MES_41\sf32.exe /u
Local Ini File [StartUp] PathToFrameWork=E:\Costpoint MES_41_swc dbAlias=rd41.Deltek.com Ini_Id=FW40_MFG_26 Username=
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If an administrator has enabled a user for external authentication and the user attempts to log on via standard Oracle authentication (through the User Authentication dialog box), Costpoint MES displays an error and quits.
Configuring External User Authentication Configuration of external user authentication depends on the way you initiate it: . If you are initiating external authentication via the command line, no configuration is required. . If you are initiating external authentication via the Ini file, the Username parameter and value must be added to the file (see the How External User Authentication Works section). Also, if the PublicUser connection is to be externally authenticated, PublicUserName must be set to the enabling value. See the How External User Authentication Works section.
Uninstalling Costpoint MES Thin-Client You can uninstall Costpoint MES Thin-Client two ways: . Through the Windows Add/Remove Programs routine (Click Start » Settings » Control Panel » Add/Remove Programs). Use this method if you know that there is a currently installed Window Client release. . Through the Costpoint MES Thin-Client Uninstall program. Setup invokes the uninstall program automatically if you attempt to install when same-release Costpoint MES Thin-Client files are already on the client machine. Simply follow prompts to uninstall Costpoint MES Thin-Client files. The uninstall program uninstalls all files except Admin files such as Ini, log, or Windows Registry files. For releases previous to 5.1.3.0, uninstall may not be able to delete ActiveX controls (.ocx files) if they are in memory. After an uninstall, check the Costpoint MES Thin-Client installation directory and manually delete any remaining.ocx file. Run a new installation only after the.ocx file has been deleted. For releases 5.1.3.0 and later, after an uninstall, you do not need to check for a remaining ocx file.
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Appendix A: Supported Formats for Default Viewers
Appendix A: Supported Formats for Default Viewers
Overview This appendix contains supported files types and extensions for default viewers. To display any object, Web Express Publisher uses mime types to map object extensions to browser- specific plug-ins. Mime types are passed to the browser in the object header. Mime types are defined and changed in the File Types tab of the Domain Manager program. For more information, see the Costpoint MES Installation Guide, Volume 2: Web Express Publisher. The following table contains supported file types for default non-image viewers.
Extensions Object/Viewer Type
.WAV, .WAVE, .RIFF Audio
.AVI, .MPG, .MPEG, .MOV, .WMV Video
.RTF, .RPT, .TXT, .PDF, .XLS, .PPT, .DOC Document
Note: For .PDF documents, Costpoint MES supports the Adobe Acrobat Reader through release 7.0.
.HTM, .HTML, .CFM, .ASP Web Browser
IGS. FSX, .DWG .FLS CAD drawing Table 9: Supported File Extensions for Default Nonimage Viewers
The following table shows all of the extensions/formats supported by the Costpoint MES Vector Viewer — the default CAD viewer.
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Appendix A: Supported Formats for Default Viewers
Extensions Description
.WMZ Compressed Windows Metafile. Vector file format primarily representing Group 3 fax documents.
.CGM Computer Graphics Metafile. Includes the binary-encoding format of CGM. Versions 1, 2, 3, and 4.
.CMX Corel Presentation Exchange. Versions 5, 6, 7, and 8.
.DGN Versions 1, 2, and 3.
.DRW DRaWing. Versions 1 through 5.
.DXF Drawing Interchange Format. All current versions: 2.6, 9–5, and 2004.
.DWF Versions .4, .5, .55, and .6.
.DWG Versions 13, 14, 15 (DWG2000), and 18 (DWG2004).
.SHP ESRI Shape Format.
.GBR Gerber Format.
.PCT Macintosh Pict Format.
.NAP North American Presentation Layer Protocol Syntax. Version 1.
.PLT, .HPG, .HPGL LEADTOOLS supports HPGL and HPGL/2.
.PCL, .PRN, .PRT Printer Command Language. Versions 3.0 and 5.0.
.SVG Scalable Vector Graphics. Supported by Adobe SVG Viewer, CorelDRAW 10.0, Jasc WebDraw, and Apache Batik SVG browser.
.WMF, .EMF Windows Metafile.
.WPG, .VWPG WordPerfect Graphics. Version 2. This format is also supported by CorelDRAW 8.0. Table 10: Supported File Extensions/Formats for the Costpoint MES Vector Viewer
The following table contains supported file types for the default image viewer.
Extensions Description
.JPG/.JIF, .CMP JPEG and LEAD Compressed formats
.TIF TIFF formats
.BMP BMP formats
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Appendix A: Supported Formats for Default Viewers
Extensions Description
.ICO, .CUR Icons and Cursors
.PCX, .DCX PCX formats
.PCD, .FPX Kodak formats
.DIC DICOM format
.TIF, .JPG Exif formats
.WMF Windows Metafile Format
.PSD PhotoShop 3.0 format
.PNG Portable Networks Graphics format
.TGA Truvision TARGA format
.EPS Encapsulated PostScript
.RAS SUN Raster format
.WPG WordPerfect format
.PCT Macintosh Pict format
TIFF CCITT FAX formats
.CMP LEAD 1-Bit format
.MAC, .IMG, .MSP Miscellaneous 1-Bit formats Table 11: Associated File Extensions for the Default Image Viewer
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Appendix B: Command Line Options
Appendix B: Command Line Options
Overview You can start the Costpoint MES software from the command line in order to change certain startup variables and to run diagnostics. Syntax
Costpoint MES Executable File [option1 option2 option3 option_n] Option Description
/n
/i
/oc
/oi
/od
/opu
/opp
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Appendix B: Command Line Options
Option Description the encryption to the command line. For more information about encryption, see the “The Local Ini Editor” and “Encrypting a Password” in the System Manager Manual.
/u
/p
/m Disables barcode scanning as enabled in the Ini Lib record. The only valid value is 0 (/m 0).
/xu Disables user exits.
/xa Disables alignment of UDV contents in hypertext.
/xc Disables UDV and SQL Library caching.
/xh Forces all Display and Input UDV edit fields to visible.
/xl Disables Initialization Library caching on the client.
/s Disables error dialog boxes.
/w Simulates a Web Express Publisher client connection to the database. The connection type then appears in the System Data tab of the Diagnostics dialog box. When the connection type is Costpoint MES Thin-Client, @ClientType = Standard (and the passed value = FAT) When the connection type is Web Express, @ClientType = Web (and the passed value = Web) Simulation of the Web Express client allows developers to discern any differences in returned values between the two client types.
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Appendix B: Command Line Options
Option Description
/d
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Appendix B: Command Line Options
Option Description Self Check up to the point of the error, and displays them in the Diagnostics dialog box. A text search for SELF CHECK pinpoints the entries that can be used to troubleshoot the problem. . D Display. Causes Costpoint MES to automatically display diagnostic messages for enabled diagnostic types as they occur.
D L Log. Causes enabled diagnostic events to be written to a log file. M Record Time. P Show Reserved “@” Params. List multiple diagnostics sequentially without delimiters: /dIVB To display the Diagnostics dialog box, control-right-click on the Exit button or the Error/Status area of the Costpoint MES Shell. Table 12: Command Line Options
The example below shows the command used to start Costpoint MES using a startup file called SF2.INI (/n SF2.INI), an Initialization Library record called SFMFG_32 (/oi SFMFG_32), and diagnostics that cause display of SQL statements and error messages (/dSE). The name of the executable file is SF32.
SF32 /n SF2.INI /oi SFMFG_32 /dSE
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Appendix C: INI Parameter Settings
Appendix C: INI Parameter Settings
It Parameter OOB Remote Local INI section Comments e m #
1 LoadTextWithDocument On On Instructions.MfgI Enabled nstructions
2 LoadTextOnDemandEna On Off Instructions.MfgI Also bled nstructions Instructions on WO PL Std Op
3 LoadTextWithDocument On On Instructions.PrPl Enabled gInstructions
4 LoadTextOnDemandEna On Off Instructions.PrPl bled gInstructions
5 OptimizedHypertextScrol On Off Common ling
6 OrderLatestObjectsAlert 3600 s 3600 s Change All
7 PlanLatestObjectsAlert 600 s 600 s Change All
8 UserContextEnabled Yes Yes
9 LocalObjectCacheEnabl Yes Yes ed
10 LocalObjectCacheMaxK 1000000 100000 B 0
11 Common.BindVariables Yes Yes Enabled
12 Slide.FileStorageByExte PDF=YDOC,D nsion.
13 Preferences.Compressio Yes Yes nEnabled
14 Install RMCS Yes No
15 Common.RequiredLogo Yes No End Master
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Appendix C: INI Parameter Settings
It Parameter OOB Remote Local INI section Comments e m # nLocalReAuthentication File Table 13: Ini Parameter Settings
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