McLaren Enterprise Engineer Installation Guide

McLaren Enterprise Engineer Installation Guide
www.mclarensoftware.com
McLaren Enterprise Engineer
3.0
Installation Guide
December 2004
McLaren Enterprise Engineer Installation Guide
Product Version: 3.0
Guide Version: 1.0
McLaren Software © 2004. All rights reserved.
Information in this document is subject to change without notice and does not represent a commitment on the part of McLaren Software.
The software described in this document is furnished under a license agreement, evaluation agreement or non disclosure agreement.
The software may be used or copied only in accordance with the terms of the license agreement, evaluation agreement or non disclosure
agreement. The purchaser may make one copy of the software for backup purposes or as defined in the license agreement, evaluation
agreement or non disclosure agreement with McLaren Software. No part of this manual may be reproduced or transmitted in any form
or by any means, electronically or mechanically. This includes photocopying, recording or information storage and retrieval systems, or
for any purpose other than the purchaser’s own use, without the express written permission of McLaren Software.
Enterprise Engineer, Drawing Manager, Transmittals Manager, Business Action Manager, Concurrent Engineering Manager, CADLink,
VueServer, RenderCenter, DocLoader and Solo are trademarks of McLaren Software.
All other company and product names are used for identification purposes only and may be trademarks of their respective owners.
CONTENTS
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Organization of the Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Who Should Use this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Conventions Used in this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Documentation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Product Version Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Online Help Build Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Guide Version Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
1. Introducing Enterprise Engineer 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.1 Product Overview . . . . . . . . . . . . .
1.2 Product Functions and Features . . . . .
1.3 Installation Overview . . . . . . . . . . .
1.4 Prerequisites . . . . . . . . . . . . . . .
1.4.1 Supported Software Requirements
1.5 Related Documentation . . . . . . . . . .
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6
6
7
7
7
7
2. Installing Enterprise Engineer Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2.1 Overview . . . . . . . . . . . . . . . . . . . . . . . .
2.2 Installing the Enterprise Engineer Server . . . . . . . .
2.3 Setting up the Object Store . . . . . . . . . . . . . . .
2.4 Upgrading and Uninstalling Enterprise Engineer Server
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. 8
. 8
.10
.11
3. Installing Enterprise Engineer Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
3.1 Overview . . . . . . . . . . . . . . . . . . . . . . . .
3.2 Installing the Enterprise Engineer Client . . . . . . . .
3.3 Starting MicroStation or AutoCAD . . . . . . . . . . .
3.4 Upgrading and Uninstalling Enterprise Engineer Client.
McLaren Enterprise Engineer 3.0 Installation Guide
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.12
.12
.13
.13
3-13
ABOUT THIS GUIDE
This product guide describes how to install McLaren Enterprise Engineer 3.0.
Organization of the Guide
This guide contains three chapters. The table below lists the information that you can expect to find in
each.
Chapter
Contents
About This Guide
Organization of the Guide, Conventions, Technical Support, Documentation
Feedback
Introducing Enterprise Engineer
3.0
Product Overview, Installation Overview, Prerequisites, Related
Documentation
Installing Enterprise Engineer
Server
Overview, Installing the Enterprise Engineer Server, Setting up the Object
Store
Installing Enterprise Engineer
Client
Overview, Installing the Enterprise Engineer Client, Starting MicroStation or
AutoCAD
Who Should Use this Guide
This installation guide provides information for Systems Integrators, Solution Engineers, Repository
Administrators, and anyone tasked with installing Enterprise Engineer Application Suite. To install
Enterprise Engineer, you must have a good understanding of your repository system and understand the
basic architecture and working components of your system.
Conventions Used in this Guide
Documentation Conventions
This guide uses the following conventions:
Convention
Description
›
typewriter
Represents a pop-up or pull-down menu.
Represents code samples, and computer output.
McLaren Enterprise Engineer 3.0 Installation Guide
4-13
Technical Support
To receive support for your McLaren Products, please visit our online support system at:
http://support.mclarensoftware.com.
To access this password restricted site, you must first request a login. If you don't already have a login,
please visit the support web page at: http://www.mclarensoftware.com/ms/support/ to complete the
necessary form, providing us with your Primary and Secondary support contacts for your site.
For more details, please refer to the McLaren Product Support User Guide.
Product Version Number
The product version number is 3.0.
Online Help Build Number
There is no online help for Enterprise Engineer version 3.0.
Guide Version Number
If you are reporting an error or omission in this manual, please give the manual version number as
stated on the second page (inside front page).
Documentation Feedback
You can help us improve future documentation, if you have any feedback please contact us or visit our
website and take our short survey.
http://www.mclarensoftware.com/techpubs/feedback_form.asp
techpubs@mclarensoftware.com
McLaren Enterprise Engineer 3.0 Installation Guide
5-13
INTRODUCING ENTERPRISE ENGINEER 3.0
1
1.1 Product Overview
McLaren Enterprise Engineer is an integrated suite of document-management applications that can be
configured by customers to provide comprehensive management of their engineering content.
Enterprise Engineer Application Suite manages engineering documents and CAD drawings, including
their lifecycles and associated business processes, in a secure and auditable way, and in line with
industry best practice. Using the applications within Enterprise Engineer Application Suite, an
organization can manage the entire lifecycle of content within the repository system and the
collaborative environment, from controlled creation through reviewing, approving, publishing and
issuing (distribution).
By providing components that can be configured to match an organization’s engineering business
processes, Enterprise Engineer enables customers to rapidly deploy enterprise-wide contentmanagement solutions. This allows the out-of-the-box benefits of McLaren Enterprise Engineer
Applications to be realized earlier.
The applications in Enterprise Engineer Application Suite help organizations:
1. automate the business processes that use their documents and drawings.
2. apply these automated business processes throughout the extended organization – covering internal
project members, partners, sub contractors, regulatory authorities and other third parties – in a consistent
way that is fully auditable, helping to ensure compliance.
3. understand the status of documents at every stage of a business process.
4. store, access and manage documents in a secure and predictable way.
At the heart of the suite is Enterprise Engineer Core, which contains the core technology and application
that are used to control the operation of the underlying document repository, and extend and modify the
functionality available to the repository users. The core technology provides an application development
system that enables Business Analysts and Solution Architects to create and deploy enterprise scale
applications rapidly without the need to write software code. The core application delivers a set of
functions that support basic document management business processes; these can be extended by
adding additional McLaren Enterprise Engineer Applications or by creating custom Enterprise Engineer
Applications.
The functionality within Enterprise Engineer Application Suite is configured using XML configuration
files thus allowing Enterprise Engineer Application to be deployed rapidly. Using simple XML editors
and validation tools (such as XML Authority), users can create and edit XML configuration files that
conform to the rules laid out in the associated McLaren schemas. Using XML files, an organization can
capture its business rules and company processes and use these to drive a range of dynamic services. EE
then uses these files to deliver consistent and easily validated business applications to users using
contributor or consumer web clients.
Additional applications in the Enterprise Engineer Application Suite can extend the core application by
providing out-of-the-box functionality to support Engineering, Procurement, Construction, and
Operations. Currently, the following McLaren Business Application is available for Enterprise Engineer
3.0:
Drawing Manager - A complete Drawing Management application to manage the production of
CAD Drawings, and Drawing Office business processes.
1.2 Product Functions and Features
In broad terms, the Enterprise Engineer 3.0 installation provides
McLaren Enterprise Engineer 3.0 Installation Guide
6-13
Introducing Enterprise Engineer 3.0
Installation Overview
1.3 Installation Overview
The steps that you must follow to install Enterprise Engineer 3.0 are outlined below. Please note that the
detailed steps that you must follow are described in the following chapters.
1. Install Enterprise Engineer Server:
1.1 Install Enterprise Engineer Server from the CD on to the Web Application Server.
1.2 At the Welcome screen, follow the on screen instructions.
2. On the Content Engine, set up each Repository to be used with Enterprise Engineer using the supplied
import manifest from the manifest folder in the Enterprise Engineer Server install folder.
3. On each user machine, install Enterprise Engineer Client.
3.1 If necessary, install the Microsoft .NET 1.1 Framework. This is supplied with the Enterprise Engineer
Client install.
3.2 Install Enterprise Engineer Client.
1.4 Prerequisites
1.4.1 Supported Software Requirements
Please refer to the McLaren Product Support Matrix document posted on our corporate website at
www.mclarensoftware.com/support/McLaren Product Support Matrix.pdf.
1.5 Related Documentation
For McLaren Enterprise Engineer:
McLaren Enterprise Engineer 3.0 Configuration Guide.
McLaren Enterprise Engineer 3.0 Installation Guide
7-13
1
INSTALLING ENTERPRISE ENGINEER SERVER
1
The Enterprise Engineer InstallShield Wizard installs Enterprise Engineer Server on your Web
Application Server. Once installed, it is then necessary to configure each repository that will be used by
Enterprise Engineer; to do this you must import the supplied McLaren XML manifest to create the
Rulebank structure and install the schemas.
2.1 Overview
The installation process is outlined as follows:
1. Install Enterprise Engineer Server on the Web Application server.
2. Start the Web Application service.
3. On the Repository Server, setup up each Object Store that you require to work with Enterprise Engineer
Server.
2.2 Installing the Enterprise Engineer Server
CAUTION: You must have administrator privileges to successfully run the Enterprise Engineer
InstallShield Wizard from the Autorun screen.
To install the EE Server:
1. On the Web Application server, copy the installation files from the CD to a local area.
2. Double-click the setupwin32.exe file to launch the InstallShield Wizard. This will display the Product
Information screen and then the Enterprise Engineer Server Welcome Dialog.
3. In the Enterprise Engineer Server Welcome Dialog, click Next.
4. If you agree with the License Agreement, accept it then click Next.
5. Enter your Serial Number then click Next.
6. Enter or browse to the location in which FileNet P8 Workplace is installed on your machine then click
Next.
7. In the Server Details Dialog, enter the Server name and the Server port number of your FileNet
Content Engine then click Next.
The Server name and Server port number are those that were used when the Content Engine was
installed. The default Server port number for the Content Engine is 8008; if you have used any other
port number, you must type this value in the Server port number field.
McLaren Enterprise Engineer 3.0 Installation Guide
8-13
Installing Enterprise Engineer Server
Installing the Enterprise Engineer Server
Fig. 2-1 Server Details Dialog, for example:
8. In the Web Application Server screen, select the web application that is installed on your machine. Click
Next.
For Enterprise Engineer 3.0, Apache Tomcat 5.0.19 is the only certified platform, and you must accept this
to proceed.
Fig. 2-2 Application Server Dialog, for example:
9. Enter or browse to the location in which the Apache Tomcat web application is installed. Click Next.
10. Ensure that Apache Tomcat is NOT running before clicking Next to proceed with the installation. For
example:
From Services in the Microsoft Management Console, stop Apache Tomcat.
11. In the About to Start Installation Dialog, click Next; the progress bar is now displayed.
12. When the installation has finished successfully, the summary screen is displayed. Click Finish to exit the
wizard.
13. You must now restart the Web service. For example:
From Services in the Microsoft Management Console, restart Apache Tomcat.
McLaren Enterprise Engineer 3.0 Installation Guide
9-13
2
Installing Enterprise Engineer Server
Setting up the Object Store
2.3 Setting up the Object Store
For each repository that you want to configure for operation with Enterprise Engineer:
1. Using FileNet Enterprise Manager, connect to the Content Engine, and select the Object Store in which
Enterprise Engineer is to be installed.
2. In the Task pane, select the Import All Items task. The <Object Store name> Import Helper dialog
is displayed.
3. In the Import File field, browse to the MclManifest.xml file on the Enterprise Engineer CD or local
drive.
NOTE: If you are not installing directly from the CD, copy the Manifest folder and all its contents locally
to the machine on which the Content Engine is installed.
4. In the External Content Path field, browse to the MclManifestContent folder on the Enterprise
Engineer CD.
5. Accept the default Log File name or enter a new one.
6. Leave other options at their default settings.
7. Click Import. A progress bar is displayed and will update as files are imported.
8. When the Import Successful dialog box is displayed. Click OK.
9. On the Import Status dialog, click Exit.
10. On the <Object Store name> Import Helper dialog, click Exit.
After the manifest has been successfully imported, the configured Object Store must be published by
running the builder process on the Web Application server. This caches the Enterprise Engineer
components and configurations on the Web Application Server, making them available for use.
However, before you do this it is necessary to run the tools supplied on the Enterprise Engineer CD to update
the registry:
1. Navigate to the Tools folder on the Enterprise Engineer CD, then copy the tool files from the CD to a local
area.
2. For each tool:
double-clickdouble click the tool (.reg file) then click OK.
You must now publish the configured Object Store.
Publishing the configured Object Store
1. In a web browser, navigate to the “Rulebank Administration” page. The URL has the format:
http://<appserver name>:<portnumber>/mclaren/builderadmin
For example,
http://myserver:8080/mclaren/builderadmin
The web page lists the available servers (which may have one or more repositories) and the last publication
date for each repository.
2. Click Publish. A new page is displayed, asking for authentication details for all servers.
3. Enter a valid user name and password for the Content Engine server, click Submit.
Note: If you enter an invalid user name and/or password for one or more servers, the authentication
details page is refreshed with the message “The details for server <server name> are incorrect”. Try again
with a different user name and password
A new page is displayed with the message “Now publishing, please wait”. When the publication is
complete, a status page is displayed, listing any warnings; see Figure 2-3 on page 11. Any changes made to
configurations (and supporting assemblies) of any application in any repository within these servers are
now active, and will be experienced by ordinary users.
McLaren Enterprise Engineer 3.0 Installation Guide
10-13
2
Installing Enterprise Engineer Server
Upgrading and Uninstalling Enterprise Engineer Server
Note: If the publication fails, a status page is shown that lists any warnings and errors. Any changes made
to configurations are not active, and will not be experienced by ordinary users. Resolve any errors (for
example, by validating the XML), then click the Back button on the results page to return to the first page
and restart the publishing process.
Fig. 2-3 Publisher, Results Page
For information on administering your user accounts, refer to your FileNet documentation.
2.4 Upgrading and Uninstalling Enterprise Engineer Server
There is no upgrade path from previous versions of Enterprise Engineer to Enterprise Engineer version
3.0.
Uninstalling Enterprise Engineer Server
1. Click Start, then select Settings > Control Panel.
2. In Control Panel, double-click Add or Remove Programs.
3. Select Enterprise Engineer Server from the list of installed programs then click Change/Remove.
This starts the Uninstall Wizard.
4. On the Welcome page for the Enterprise Engineer Server Uninstall Wizard, click Next.
5. On the Summary page, read the summary information then click Next.
6. In the Remove Existing File dialog, click Yes to All.
7. On the final Summary page, click Finish.
McLaren Enterprise Engineer 3.0 Installation Guide
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2
INSTALLING ENTERPRISE ENGINEER CLIENT
1
The Enterprise Engineer Client installation installs the Enterprise Engineer Client on your client
machine.
3.1 Overview
The installation process is outlined as follows:
1. If necessary, install the Microsoft .Net 1.1 Framework.
2. Install Enterprise Engineer client
3. Start your CAD package from the Enterprise Engineer menu item on the Start menu.
3.2 Installing the Enterprise Engineer Client
CAUTION: You must have administrator privileges to successfully run the Enterprise Engineer
Client Setup.
To install the Enterprise Engineer Client:
1. Copy the installation files from the CD to a local area.
2. Double-click the setup.exe file to launch the InstallShield Wizard. This will display the Product
Information screen and the InstallShield Wizard.
If Microsoft .NET 1.1 Framework is not installed on your machine, the following dialog is displayed:
Fig. 3-1 Install Microsoft .NET 1.1 Framework Dialog, for example
To install Microsoft .NET 1.1 Framework, click Yes. If you choose not to install Microsoft .NET 1.1
Framework at this time, click No; you must then install it after Enterprise Engineer Client is installed as
the .NET Framework is required by the client.
If you choose to install the .NET 1.1 Framework:
2.1 The License Agreement Dialog is displayed; if you accept the terms of the agreement, select I agree
then click Install.
2.2 When installation of Microsoft .NET Framework 1.1 is complete, click OK.
3. In the Enterprise Engineer Client Welcome Dialog click Next.
4. Read and accept the license agreement.
5. To accept the default destination folder in which Enterprise Engineer Client will be installed, click Next.
If you want to install Enterprise Engineer Client to a different destination folder on your machine, browse
to the location in which you want it installed then click Next.
6. Enter the URL of Enterprise Engineer on the Web Application Server then click Next. This should include
the port number. The URL has the format:
http://<app servername>:<port number>/mclaren/
For example,
http://myserver:8080/mclaren/
McLaren Enterprise Engineer 3.0 Installation Guide
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Installing Enterprise Engineer Client
Starting MicroStation or AutoCAD
7. Select the Enterprise Engineer components to be installed.
8. In the CAD Package Selection Dialog, select the CAD application that is installed on your machine. Click
Next.
Fig. 3-2 CAD Package Selection Dialog, for example
9. Enter or browse to the location in which your CAD package is installed. Click Next.
If you have selected more than one CAD package, you will be prompted the location of each in turn.
10. When the installation has finished successfully, click Finish to exit the wizard.
3.3 Starting MicroStation or AutoCAD
To start your CAD package within Enterprise Engineer:
1. Select McLaren Enterprise Engineer in the start menu then select:
Enterprise Engineer for AutoCAD, or
Enterprise Engineer for Microstation.
Drawing Manager functionality is then available from the CAD application’s menubar.
3.4 Upgrading and Uninstalling Enterprise Engineer Client
There is no upgrade path from previous versions of Enterprise Engineer to Enterprise Engineer version
3.0.
Uninstalling Enterprise Engineer Client
1. Click Start, then select Settings > Control Panel.
2. In Control Panel, double-click Add or Remove Programs.
3. Select Enterprise Engineer from the list of installed programs then click Change/Remove. This starts
the Uninstall Wizard.
4. In the Confirm Uninstall dialog, click OK.
5. On the Maintenance Complete page, click Finish.
McLaren Enterprise Engineer 3.0 Installation Guide
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3
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