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ADMIN PORTAL GUIDE PIPELINE PILOT 2017 Copyright Notice ©2016 Dassault Systèmes. All rights reserved. 3DEXPERIENCE, the Compass icon and the 3DS logo, CATIA, SOLIDWORKS, ENOVIA, DELMIA, SIMULIA, GEOVIA, EXALEAD, 3D VIA, BIOVIA and NETVIBES are commercial trademarks or registered trademarks of Dassault Systèmes or its subsidiaries in the U.S. and/or other countries. All other trademarks are owned by their respective owners. Use of any Dassault Systèmes or its subsidiaries trademarks is subject to their express written approval. Acknowledgments and References To print photographs or files of computational results (figures and/or data) obtained using BIOVIA software, acknowledge the source in an appropriate format. For example: "Computational results obtained using software programs from Dassault Systèmes BIOVIA. The ab initio calculations were performed with the DMol3 program, and graphical displays generated with Pipeline Pilot." BIOVIA may grant permission to republish or reprint its copyrighted materials. Requests should be submitted to BIOVIA Support, either through electronic mail to support@accelrys.com, or in writing to: BIOVIA Support 5005 Wateridge Vista Drive, San Diego, CA 92121 USA Contents Chapter 1: Introduction 1 Diagnostic Tools for Apache 16 BIOVIA Pipeline Pilot Server Overview 1 Admin Portal User Assistance 16 Supported Operating Systems 1 Getting Help in the Admin Portal 16 Client Software 1 Tooltips 16 Developer Tools 1 Expanding Help 17 Enterprise Architecture 1 Pipeline Pilot Help Center 18 Protocol Database Sharing and Data Access 1 Using the Help Center 18 Security 2 Searching the Help Center 19 Java Server Package 2 Chapter 2: Status and Monitoring 22 About this Guide 2 Managing Jobs 22 Getting Additional Information 2 Jobs Overview 22 Additional Information 3 Job Management 23 Getting Started with BIOVIA Pipeline Pilot Queued Jobs 23 Server 3 Running Jobs 24 Administration Portal Overview 3 Job Settings 26 Accessing the Admin Portal 3 Job Folder Lifetimes 28 Admin Portal Home Page Features 4 Scheduled Tasks 29 Admin Pages Explorer 4 Overview 29 Displaying the Admin Pages Explorer 5 Task types and triggers 30 Client Support 6 Monitoring scheduled tasks 30 Overview of Client Types 6 Displaying Server Information 31 Client Installation Overview 7 Environment 31 Automatic Client Software Updates 7 Ports 31 Confirming User Identity 8 Paths 31 BIOVIA Plugin Administration 8 Monitoring Server Usage 31 Software Compatibility 9 Chapter 4: Reports 33 BIOVIA Plugin in Internet Explorer 9 Monitoring XMLDBs with Catalog Search 33 BIOVIA Plugin on Virtual Servers that Allow Overview 33 Concurrent Login Sessions 9 Using Catalog Search 33 BIOVIA Plugin DNS and Proxy Configuration Guidelines 9 Query Options 35 Server Home Page 10 Exporting Results to Excel 36 Accessing the Home Page 11 Completed Jobs 36 Managing Administrator Access 12 Filtering the Jobs Log 37 Web Services Overview 12 Installed Collections 37 Client SDK Access 13 Installed Packages 40 SOAP Web Services API 13 Server Usage Report 41 RESTful Web Services API 13 Report Content 41 Apache 2 HTTP Server 13 Usage Categories 42 Windows Apache Users 14 Validation Report 42 Linux Apache Users 14 Overview 42 Java Server Package 14 Customizing the Validation Schedule 42 Web Connections and Ports 15 Manually Running a Validation 43 Apache Support and Maintenance 15 Validation Report Results 43 Restarting Apache 16 Exporting Results to Excel 43 Chapter 5: Security 45 Updating Registered Applications 68 Security Overview 45 Disconnecting 68 Authentication 45 Restoring Security Settings 68 Support for SAML Authentication 45 Registered Applications 68 Impersonation 45 Synchronization History 68 Authorization 46 Synchronization Status 69 Pipeline Pilot System Permissions 46 Groups and Permissions 69 Pipeline Pilot System Groups 46 Groups and Permissions Overview 69 Managing Pipeline Pilot Authorization 46 System Groups 69 Authorization Guidelines 47 Pipeline Pilot System Permissions 70 Access Rights 47 Admin Portal Users 71 XMLDB Access Rights Overview 47 Custom Groups and Permissions 72 Tab Publishing Rights 48 Support for Groups and Permissions in Managing Access Rights 48 Pipeline Pilot 72 Impersonation and File Access Rights 52 Getting Started with Groups 72 Authorizing Client Administrators 52 Group Management Features 73 Authentication 53 Managing Custom Groups 77 Authentication Overview 53 Adding a New Custom Group 77 Authentication Method 53 Removing a Custom Group 78 SAML Web SSO Settings 57 Renaming a Custom Group 78 Anonymous Access 57 Managing Group Assignments 78 Support for Kerberos via SPNEGO 57 Assigning Users to Groups 78 Passing Insecure Passwords 59 Assigning Group Member Types 79 User Directory Sharing 59 Mapping External Claims 79 Restricting Permissions 59 Getting Started with Permissions 80 Notification Protocols 59 Permission Management Features 80 Security for Linux Authentication 60 Managing Custom Permissions 84 Linux Shadow Password Support 61 Adding a New Custom Permission 84 Linux Username Case Sensitivity 61 Removing a Custom Permission 84 Managing a User List for Authentication 62 Renaming a Custom Permission 85 Managing Impersonation 62 Managing Permission Assignments 85 Windows Requirements for Impersonation 63 Certificates 87 Linux Requirements for Impersonation 63 Managing SAML Certificates 87 Client User Requirements under Overview 88 Impersonation 64 Importing Key Pairs into the SAML Stores 88 Enabling Impersonation 64 Adding Trusted Certificates 90 SAML Web SSO 64 Managing SSL Certificates 92 First-time Authentication 65 SSL Certificates 92 Limitations 65 Configuring SSL Certificates in the Admin Configuring SAML Web SSO 65 Portal 92 Setting up SSO and SAML Certificates 66 Using SSL Certificates from Recognized Authorities 93 Enabling SAML SSO and Configuring Service Provider Settings 66 Generating a Self-Signed Certificate 95 Configuring Identity Provider Settings 67 Using the BIOVIA Self-Signed Certificate 96 Verifying your Configuration 67 Package Editors 96 Hub Connection 67 Global Package Editing Permission 97 Connection Settings 68 Chapter 6: Setup and Configuration 98 Catalog Settings 98 Overview 98 Guidelines 120 Updating Catalog Indexes 98 Configuring for Load Balancing 121 Updating Incremental Catalog Indexing Distributed Grid Computing Deployments 121 Settings 98 Grid Features 121 Data Sources 99 Guidelines 122 Creating Data Source Connections 99 Configuring for Grid Operation 122 ODBC (PP) Data Sources 100 Testing a Grid Engine with Pipeline Pilot 124 JDBC Data Sources 100 Clustering Deployments 125 ODBC (DSN) Data Sources 101 Clustering Features 125 MongoDB Data Sources 101 Guidelines 126 Testing Data Source Connections 101 Configuring for Clustering 127 Advanced Data Source Connection Server Configuration 129 Configurations 102 Configuring Pipeline Pilot Servers 129 Connection Pooling 102 Recommendations for CPU Usage 132 Security 103 Remote Administration Access 132 Initializing the Connection 105 Configuring a Single Port Operation 133 Additional Information 105 Reconfiguring Ports 133 Query Service Settings 105 Settings for Web Client Hosts 134 Exporting and Importing Data Sources 105 Server Registry 135 Database Configuration 107 Validation Rules 136 File Browser Access Settings 107 Remote Administration Access 137 File Browser Shortcuts 107 Chapter 7: Server Maintenance 138 File Browser Access 108 Setting up MongoDB 138 Folder Locations 108 MongoDB Overview 138 Managing Folder Locations 108 Requirements 138 Overview 108 Installing and Deploying MongoDB 139 Redirecting Folders 109 Configuring a Pipeline Pilot Server to use a Redirecting the User Folder 110 MongoDB Server 140 Redirecting the Jobs Folder 110 Configuring MongoDB as a Secure Data Redirecting the Shared Public Folder 111 Source 141 Redirecting the Local Temp Folder 111 Importing/Exporting Configurations 142 Redirecting the Upload Folder 112 Exporting a Server Configuration 142 Redirecting the XMLDB Folder 112 Importing a Server Configuration 142 Preparing to Redirect an XMLDB Folder 112 Managing the Server 142 Global Properties 113 Taking the Server Offline for Maintenance 142 Job Settings 114 Restarting the Server 143 Proxy Settings 116 Configuring Java Servers 143 Setting up a Proxy Server Exclusion List 116 Overview 143 Server Deployments 117 Java Server Configuration 143 Server Deployments Overview 117 Managing the XMLDB 144 Configuring Pipeline Pilot to Support Backing Up XMLDB Files 144 Advanced Deployments 117 Backup guidelines 145 Reverse Proxy Deployments 119 Backing up your XMLDB 145 Reverse Proxy Features 119 Purging XMLDB Files 146 Guidelines 119 How purging impacts versioning 146 Configuring a Reverse Proxy 119 Restoring XMLDB Backups 146 Load Balancing Deployments 120 XMLDB versions 147 Load Balancing Features 120 Compressing an XMLDB 147 Sharing an XMLDB with Multiple Servers 148 Chapter 8: Pipeline Pilot Services 150 Managing Pipeline Pilot Services 150 Using the Windows Services Console to Manage Pipeline Pilot Services 150 Managing Pipeline Pilot Servers on Linux 151 Shutting Down Pipeline Pilot on Linux 151 Manually Starting the Linux Server 152 Pipeline Pilot Manager 152 Managing Services with Pipeline Pilot 152 Overview 152 Pipeline Pilot Service Tasks 152 Platform Builder Task 153 Version Change Process 154 Running Pipeline Pilot Services in Console Mode 154 Console Mode Commands 155 Appendices 156 Appendix A: Support for Security Issues 156 Logon Support 156 Resolving Administrator Lockout Problems 156 Deleting AuthConfig.xml