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Installation Guide

1. ORACLE Enterprise Manager 10g Setup Preferences Help Logout Database Control Database qaora10g gt Tablespaces Logged in As SYS Tablespaces Search Name E To run an exact match search or to run a case sensitive search double quote the search criteria The wildcard symbol can still be used in a double quoted search string Results CEt view Delete J ctions Add Datafle Go JCMEVE5_EWORK DATA PERMANENT LOCAL MANUAL ONLINE 119 000 15 435 EE 1297 JCMEVE6_EWORK INDEX PERMANENT LOCAL MANUAL ONLINE 98 000 2125 i 2 17 sysaux PERMANENT LOCAL AUTO ONLNE 340 000 37x _ _ T 96 86 SYSTEM PERMANENT LOCAL MANUAL ONLINE 450 000 453 96 96 Temp TEMPORARY LOCAL MANUAL ONLINE 36 000 5h 57 22 C UNDOTESI UNDO LOCAL MANUAL ONLNE 4500 13500 AEE 20 00 C USERS PERMANENT LOCAL AUTO ONLINE 40 000 436 E 1 09 Database Setup Preferences Help Logout Copyright 1996 2004 Oracle All rights reserved About Oracle Enterprise Manager 10g Database Control Figure 54 Oracle Enterprise Manager Tablespaces section Creating Tablespaces A The version of the Oracle client used to create the tablespaces must be the same as the version of the database that Metastorm BPM is to access You need to create two tablespaces METASTORM _DATA and METASTORM_INDEX To create these 1 Click on the Create button The Create Tablespac
2. Database Configuration Assistant Step 5 of 12 Database Credentials rt fo x For security reasons you must specify passwords for the following user accounts in the new database Use the Same Password for All Accounts Password Confirm Password C Use Different Passwords Confirm Pa Cancel Help Back Figure 40 Database Credentials 7 Complete the Password and Confirm Password fields and click Next The Storage Options dialog is displayed amp Database Configuration Assistant Step 6 of 12 Storage Options 3 oj xj Selectthe storage mechanism you would like to use for the database File System Use the File System for Database storage C Automatic Storage Management ASM Automatic Storage Management simplifies database storage administration and optimizes database layout for O performance To use this option you must either specify a set of disks to create an ASM disk group or specify an existing ASM disk group C Raw Devices Raw partitions or volumes can provide the required shared storage for Real Application Clusters RAC databases if you do not use Automatic Storage Management and a Cluster File System is not available You need to have created one raw device for each datafile control file and log file you are planning to create in the database F Sp Mapping File Bro ify Raw Devic Cancel Help Back Finish Figure 41 Storage Options
3. amp Before setting up or reconfiguring the database by running the SQL scripts ensure that all Process Engines running against the database are stopped Installing the Metastorm Database To install a Metastorm database 1 Create a new database 2 Run the Metastorm Database scripts Page 50 May 2008 Metastorm Inc 2008 Installation Guide Creating a New Database l Create a new database using SQL Server Enterprise Manager 2 Open the Security folder Sie Logins Server Roles 99 Linked Servers g8 Remote Servers Figure 31 Security tab 3 Right click on the Logins option 4 Select the New Login menu option You see the SQL Server Login Properties New Login screen SOL Server Login Properties New Login General Server Roles Database Access g Authentication Windows Authentication Domain X Security access Grant access C Deny access SQL Server Authentication Defaults Specify the default language and database for this login ali Pal Database master x Language lt Default gt x Figure 32 Security tab 5 Enter a Name and Password for the login 6 Confirm the password in the Confirm dialog 7 Select a Database for the login 8 Select the Database Access tab in order to set roles for the login Metastorm BPM Release 7 6 May 2008 Page 51 Metastorm BPM Release 7 6 SOL Server Login Properties twhite Gener
4. 8 Use the radio buttons to select the required storage option click Next The Database File Locations dialog is displayed Page 60 May 2008 Metastorm Inc 2008 Installation Guide Database Configuration Assistant Step 7 of 12 Database File Locations 0 x Specify locations for the Database files to be created Use Database File Locations from Template C Use Common Location for All Database Files Data C Use Oracle Managed Files and Control Files Dataha Multiplex Redo Log D Ifyou want to specify different locations for any database files pick either of the above options and use the Storage page to specify each location File Location Variables Cancel Help Einish Figure 42 Database File Locations 9 Select the appropriate database file locations click Next The Recovery Configuration dialog is displayed amp Database Configuration Assistant Step 8 of 12 Recovery Configuration iol x Choose the recovery options for the database M Specify Flash Recovery Area This is used as the default for all backup and recovery operations and is also required for automatic backup using Enterprise Manager Oracle recommends that the database files and recovery files be located on physically different disks for data protection and performance Flash Recovery Area ORACLE_BASE ilash_recovery_ Browse Flash R
5. Using Metastorm BPM with Internet Explorer Designer User Manual Page 2 Table 2 Documents referenced May 2008 Metastorm Inc 2008 Installation Guide 2 INSTALLING METASTORM BPM The Metastorm BPM installation process implements a series of automated actions leading to the installation of the suite of Metastorm BPM components During installation the user is prompted by a number of entry screens to enter their installation requirements This section describes the setup process and the stages in the installation process are 1 Uninstalling the previous version of Metastorm BPM when upgrading from 6 x 2 Starting the installation process 3 Setting up the Metastorm Process Engine 4 Configuring email options for SMTP 5 Specifying settings for one of the following types of database SQL Server SQL Server Express or Oracle an Specifying settings for the Metastorm Extensions hs Specifying additional Metastorm BPM settings a When entering configuration information into the Installation set up screens only English characters may be used ra The Process Events feature changes permissions for HKLM Software Metastorm Engine registry key HKLM Software Metastorm Engine Database registry key and HKLM Software Metastorm Engine Database Connectors registry keys The IIS anonymous user account and Network Service account have read permissions for these keys and sub keys Metastorm BPM Relea
6. cscsscsssscsssssssecseseeeeseseseeseseeeeseeeessseseeneeseeeseane 5 2 4 Startins the Installation merene ees a RAEE E E E EE LE AS E EERE 5 2 4 1 Prerequisites to running Metastorm BPM installation s sseesseeseseeesetessressresssreesreeesrresrressressrees 5 242 Install Metastorm BPM eroe ee E E E N EA E En 9 2 5 Setting up the EnMemoria aae aare i ea E ELAONA ESEESE ASAE SSS 13 2 6 Confisurme email ieni eae en a E EE EE EER ENEE AE a E 17 26 1 SMTP Sep norreno ok e EE ne ee a EE raa ee nie Soe da E S 18 2 7 Specifying Database SettintS oeeisarei i n a e E E ee E E A E a 20 9AT A E S 8 DES E E E E E EA E EEE EE E EEES 21 DT OaE r a E TE E eR a tee A eR A 23 2 8 Specifying Web Interface Settings wi 24 284 HTTP Sctpii3 teint Sanda ad e a a a Mae ciate ae ee gat 26 3 lt Post IMS teallationn e e a aaaea aeaaee aa aae aa ae aana soscyeeduvecvadaeds cedvuasaceteestducsecuctusosesercederecweren 28 3 1 Configuring the Metastorm Process Engine Database se seeeseeseseresrstsssssesstesrtesrtesstresseeerreesreeesrees 28 3 2 Configuring IS and File System Security e seseesesesesesssssssetesstesstessteesrtsesrsesstessrtertesstesntreereereeereeesrres 29 B21 MS Security ss 3 65 Lilies EAEE an iba ETET EE 29 3 22 File System Security isece aiea E iid avn EE T tye adie EE VEEE 30 3 2 3 Special Considerations for locked down IIS web Servet s scsssssessesereeeesesees 30 3 3 Configuring IIS and
7. ii In the From this location field make sure your computer name is entered If it is not click Locations and select your computer iv In the Enter objects name to select field type a new object Click OK v In the Access dialog select the new object vi Select the Allow Access check box Vii Click OK twice 10 Close the Component Services dialog The following steps set the Default Impersonation Level to Identify The Impersonation Level must be set within the COM services to specify whether the application can determine who is calling them and determine whether operations can be performed for that client To set the Default Impersonation Level 1 Perform the steps 1 to 6 described above 2 Inthe COM Security dialog see Figure 2 above select the Default Properties tab Page 8 May 2008 Metastorm Inc 2008 Installation Guide The Default Properties dialog appears 3 Set the Default Impersonation Level field to Identify 4 Select Apply and click OK Detect and End Previously Running Installation Processes Installation issues may arise if the same installation has two instances running simultaneously This may cause conflict between the two instances of the installation engine To detect if another installation process is running 1 Press Ctrl Alt Del and select Task Manager 2 Select the Processes tab 3 Check the running processes for any of the following setup exe isetup exe ik
8. Metastorm BPM Version 7 Readme Documentation This Readme covers any last minute issues with this version of Metastorm BPM in addition to the Readme file Users are advised to review the Release Notes provided with the installation Further documentation including the Installation Guide and the Installation Prerequisites Guide can be found in the two following locations following a default installation e lt Start Menu gt Programs Metastorm BPM Documentation 5 Print Readme InstallShield Figure 5 Installation and Startup Instructions 3 Click Print Readme to print the installation and startup information Click Next gt to continue with the installation Page 10 May 2008 Metastorm Inc 2008 Installation Guide 4 5 6 The Metastorm BPM license agreement is displayed Read the license conditions and set the radio button I accept the terms of the license agreement Click Print License to obtain a copy of the agreement Click Next gt to continue A customer information dialog is displayed i Metastorm BPM Version 7 Setup Wizard Customer Information Please enter your information User name Organization Metastorm Ltd Figure 6 Customer Details dialog Enter your company s and your personal details and click Next The Custom Setup screen is displayed i Metastorm BPM Release 7 6 Setup Wizard Custom Setup Select the program features you want installed Click on an
9. Create Tablespace Add Datafile Logged in As SYS Create Tablespace Add Datafile File Name sn_ework_data File Directory C ORACLE PRODUCTMIO 1 C ORADATA GAORAI0G Tablespace SN_EWORK_DATA File Size 48952 KB z I Reuse Existing File Storage a g _ Automatically extend datafile when full AUTOEXTEND Increment KB z Maximum File Size Unlimited C Value MB gt Cancel Continue Database Setup Preferences Help Logout opyright 1996 2004 Oracle All rights reserved bout Oracle Enterprise Manager 10g Database Control Figure 56 Add Datafile page 1 Click the Continue button to return to the Create Tablespace page 2 Click on the OK button 3 Repeat steps 1 to 2 to create the Metastorm index tablespace METASTORM _INDEX Creating an Oracle User for Metastorm BPM Access Metastorm BPM requires a user account usually new to access the Oracle DBMS The exact process followed to set up this user varies from site to site Metastorm BPM Release 7 6 May 2008 Page 71 Metastorm BPM Release 7 6 To create an ORACLE user for Metastorm BPM access 1 Access the Oracle Enterprise Manager as described in the previous subsection and click on the Administration link 2 Under the Security section click on the Users link The Users page is displayed Oracle Enterprise Manager SYS Users Microsoft Internet Explorer Ele Edt view Favorites Tools Help EH Heak g
10. which uses the Designer to republish procedures through a remote desktop connection the following error message may be reported Failed to close JScript NET Script Host The Metastorm Script Host COM component cannot be invoked by the Designer because the identity the Designer is running under is incorrectly identified as that of the user that is logged on to the workstation running Remote Desktop rather than the user id used to log in to the remote machine This issue can be overcome by changing the identity of the Metastorm ScriptHost COM package to the current user 4 15 Windows taskbar disappears after reboot following installation The Metastorm BPM installation performs DCOM configuration steps during the deployment of the Process Engine If invalid accounts exist in the DCOM access and launch security lists this may cause general problems accessing COM components including system components on the machine on which the engine has been installed If the problem occurs then it is seen once the system is rebooted following an engine installation To avoid this problem ensure that access and launch security lists are valid and up to date before installing the Process Engine The lists are accessible via the Component Services administrative tool as part of the Properties of the computer on the Default COM security tab If this problem occurs it will prevent the properties being accessible from the Component Servi
11. Client will automatically refresh ToDo and Watch lists after a folder action has been submitted or cancelled 4 Check the Enable Public Attachment to allow uploading of attachments by guest users This only applies if the Metastorm Public Access component has been selected earlier in the installation 5 Click the Next button The Metastorm Service List Provider Setup screen is displayed i Metastorm BPM Version 7 Setup Wizard Metastorm Service List Provider Setup Specify Service List Provider Parameters Service List Provider Specify the Service List Provider machine IF the SNORRIS Service List Provider is on the current machine then accept the default text Connection type pcom Specify the type of connection you wish to use to TN connect to the Service List Provider OHTTP i Cancel Figure 23 Metastorm Service List Provider Setup 6 Enter the name of the Service List Provider machine or accept the default if the Service List Provider is on the current machine 7 Specify whether the connection to the Service List Provider should be via DCOM or HTTP a The Connection type refers to the connection between the Client web server extensions and the Service List Provider usually the Engine server It does not refer to the Metastorm BPM Release 7 6 May 2008 Page 25 Metastorm BPM Release 7 6 connection between the Client and the Services which is specified in the Service List EngineServiceConf
12. Configuring a Separate Web Server If you have installed the web extensions and the Process Engine on separate computers and will be connecting them via DCOM you will need to configure the Engine s client user s roles This involves e Setting the account information for the computer on which the web extensions are installed e Adding the account information to the client user s roles on the computer on which the Engine is installed Metastorm BPM Release 7 6 May 2008 Page 31 Metastorm BPM Release 7 6 3 4 1 Setting the account information on the web extensions computer To set the account information on the computer to which the Metastorm web extensions are installed locate the appropriate user identity setting 1 On Windows XP start the Internet Information Services Manager and select the Metastorm web extensions virtual folder by default Metastorm 2 Right click and select the Properties menu option On the Properties dialog select the ASP NET tab Metastorm Properties Virtual Directory Directory Securit HTP Heades RENET ASP NET version T Virtual path Metatom File location C Program Files Metastorm BPM Web web cor File creation date 0570572006 15 2542 C C File last modified 1070572006 19 58 18 S Edit Configuration Figure 26 ASP NET Dialog 3 Press the Edit Configuration button The ASP NET Configuration Settings dialog opens Page 32 May 2008 Meta
13. Don t setup any groups at this time Figure 13 Process Engine User Groups Setup Type Selection Metastorm BPM Release 7 6 May 2008 Page 15 Metastorm BPM Release 7 6 8 Choose the setup of user groups most relevant to your needs Below is a brief explanation of the relevance of user groups The Process Engine runs as a COM application It offers a number of services that are exposed as COM components COM uses roles to control access to these components In order to use a particular Engine service COM component the user must hold the role defined for that component The Engine is configured with three distinct roles Administrator Client Flag Raiser A COM roles are not the same as the Metastorm roles which are used in order to grant access to parts of a process If you want to give a user a new role to enable the user to raise flags externally for example you may add the user to the list of users for that role However for the update to take effect you must then restart the Engine In an enterprise configuration this is not always convenient since it affects Engine availability Instead you may associate a user group with a given role You may grant a new user access to a particular Engine service simply by adding them to the relevant user group There is no need to restart the Engine If you choose to set up groups the installation will create the following Metastorm groups Metastorm Admin Met
14. Installation Guide rights than default platform deployments Metastorm web access functions normally under these secure conditions but access to the application Event Log is blocked by default Please enable access to this for the IIS anonymous launching account if you wish events to be recorded 3 3 Configuring IIS and Windows 64 bit Operating System Metastorm BPM supports Windows 64 bit operating system and SQL Server 2005 64 bit Before using Windows 64 bit the following changes need to be made to IIS 1 Enable 32 bit applications to run on the 64 bit server by following the link below http www microsoft com technet prodtechnol WindowsServer2003 Library IIS 40 5f5bb5 87a3 43d2 8138 54b75db73aal mspx mfr true 2 Re register the 32 bit version of ASP NET 2 0 by running the following from a command prompt Cc Windows Microsoft NET Framework v2 0 50727 aspnet_regiis i GY For further details refer to the Microsoft article http support microsoft con kb 894435 et Open IIS and set the 32 bit ASP NET v2 0 web service extension to Allowed a The Metastorm DSN is not displayed in the ODBC Data Source Administrator To change the DSN configuration edit the registry key HKEY LOCAL MACHINE SOFTWARE Wow6432Node ODBC ODBC ini 3 3 1 Troubleshooting Windows 64 bit COM and the Engine may stop working when Windows 64 bit is used To resolve problems refer to http support microsoft com kb 910383 en us 3 4
15. cab file in the Configuration database globalinstall Installs the Web Part package to the global assembly cache GAC Only strong named Web Part assemblies in the Web Part package are installed to the GAC all other assemblies are installed in the Bin directory of the virtual server force Forces WPAdmin exe to overwrite an installed Web Part package If the Web Part package specified on the command line already exists on Page 92 May 2008 Metastorm Inc 2008 Installation Guide the server you can use this switch to overwrite that package filename Forces WPAdmin exe to use the cab file specified by the path on the command line Deleting a Web Part Package To delete a Web Part package from specified virtual servers on a computer running Windows SharePoint Services open a command prompt and then type the following command wpadmin exe o deletewppack name Web Part Pack Name url URL Switches The following switches can be defined Switch Description url Specifies the URL of the virtual server that contains the Web Part package that you want to delete Note If you do not use this switch then the package is deleted from all Windows SharePoint Services enabled virtual servers on the computer name Used to specify the Web Part package to delete Enumerating a Web Part Package To list all the Web Part packages installed o
16. for e Tables The Metastorm table creation script expects the default name METASTORM_DATA e Indices The Metastorm table creation script expects the default name METASTORM_INDEX The tablespace sizes must match those required by the table creation script amp Refer to the File Size table on page 70 for further information The following steps outline a typical method for creating tablespaces however policies vary from site to site The examples in the following sections use the web based Oracle 10G Enterprise Manager There are two stages required to create the tablespaces 1 Accessing the relevant tablespaces section 2 Creating the tablespaces Accessing the Tablespaces Section To access the relevant tablespaces section in the Oracle Enterprise Manager 1 Browse to Oracle Enterprise Manager using the following URL http lt computer name gt 5500 em console logon logon X Click on the Administration link 3 In the Storage section click on the Tablespaces link The Tablespaces page is displayed Page 68 May 2008 Metastorm Inc 2008 Installation Guide Oracle Enterprise Manager SYS Tablespaces Microsoft Internet Explorer 18 x Ele Edt View Favorites Tools Help Back gt OA A Qsearch GFavorites Media 2 4qg amp http qasvr04 5500 em console database databaseObjectsSearch event search amp otype tablespace amp target qaora10g amp type oracle_database Eao Links a
17. keys for Administrators group and the installing user amp For further information about this and other registry keys refer to the Administration Guide 3 2 Configuring IIS and File System Security This section describes the three levels of security which affect software applications installed under IIS e IIS security e File System for example NTFS security on the folders which HS uses to map to its web site directories and virtual sub folders e Resultant security polices i e the mix of policies that result from the local policy settings and any other domain applied or Active directory applied policies In addition it describes special considerations for locked down IIS web servers 3 2 1 IIS Security For each virtual folder or real folder on an IIS Web server there are settings which affect whether you can read write browse folder contents or execute scripts and executables Metastorm BPM Release 7 6 May 2008 Page 29 Metastorm BPM Release 7 6 To check these settings start the Internet Information Services administrative tool Metastorm Virtual Folder 1 Right click on the resources virtual folder The default name for this folder is Metastorm 2 Select the Properties menu option 3 Review the settings on the Virtual Directory tab For Metastorm BPM Read rights on the Metastorm virtual folder containing all of the Metastorm Javascript CSS HTML files are a minimum requirement Exe
18. lt gt METASTORMI Metastorm BPM Release 7 6 Installation Guide May 2008 Metastorm Inc email inquiries metastorm com http www metastorm com Metastorm BPM Release 7 6 Copyrights and Trademarks 1996 2008 Metastorm Inc All Rights Reserved Copyright Notice Metastorm Metastorm BPM e Work Process Pod Enterprise Process Advantage ProVision The Best Process Wins Proforma Metastorm Knowledge Exchange Metastorm DNA Metastorm Discovery STAR Insight Envision and Metastorm Enterprise are either registered trademarks or trademarks of Metastorm in the United States and or other countries Microsoft Outlook SQL Server Windows Vista Active Directory Visual Basic JScript SharePoint and BizTalk are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Adobe is a registered trademark of Adobe Systems Inc Netscape is a registered trademark of Netscape Communications Corporation Other trademarks are the property of their respective owners Disclaimer Every effort has been made to ensure the accuracy of the features and techniques presented in this publication However Metastorm accepts no responsibility and offers no warranty whether expressed or implied for the accuracy of this publication No part of this publication may be reproduced stored in a retrie
19. name and password Add this user into the client accounts for the engine under COM and it will authenticate correctly when accessed from the web server When using the HTTP listener to access the Engine the security requirements become simpler Assume machine A is running the web server and machine B is running the Engine with the IIS HTTP listener running on a local IIS installation When the call is made to the web server from the browser it will be processed under the IIS anonymous user of machine A This will open a direct TCP IP connection to the HTTP listener on machine B and the call to the Engine will then be made from the IIS anonymous user of machine B So all that is required to enable the necessary Engine access security is to have machine B s IIS anonymous user on its COM client list If the Engine is installed on a Windows 2003 R2 machine and the Client is on a different machine you need to configure the local security policy on the Engine machine to enable the Client to access the service list as follows i Access the Local Security Policy Control Panel applet ii Open the Local Policies node and then select the Security Options node ii Double click on the DCOM Machine Launch Restrictions in Security Descriptor Definition Language SDDL syntax item iv Click on the Edit Security button v Click on the Add button to add the Metastorm BPM Clients group vi Select the Metastorm BPM Clients group May 2008 Me
20. name appears in the Select a user field Alternatively click the Add Current User button to add the currently logged in user to the database Assigning Yourself All Roles To assign yourself all roles 1 From the Users and Roles main window select the Users tab 2 Select yourself as the user in the Select a user drop down list The Roles available list contains all static roles from the sample procedures you published earlier 3 Click the lt lt button to move all roles into the Roles held list 4 Verify you have successfully assigned yourself the listed roles as follows i Select the Roles tab ii Select any role from the drop down list Your user name should appear in the Users with role list 3 10 3 Process the Sample Procedure Follow these steps to open a blank form act on a folder in the To Do list and view a folder in the Watch list This will test the Web client and the Engine a If you prefer you may use an alternative Metastorm client to test the Engine Refer to the individual client guides for information To log in using the Web client type the following URL into your browser http lt Web Server Name gt lt Metastorm Virtual Folder Name gt where the lt Web Server Name gt is the name of the computer on which the web server and Metastorm Web Extensions are installed Page 38 May 2008 Metastorm Inc 2008 Installation Guide lt Metastorm Virtual Folder Name is the name of
21. page 3 Click the Create button The Create User page is displayed Page 72 May 2008 Metastorm Inc 2008 Installation Guide Z Oracle Enterprise Manager Create User Microsoft Internet Explorer 8 x Ele Edt View Favorites Tools Help Back gt O A A search Favorites meda Gyr SI Address amp http qasvr04 5500 em console database security user event create amp kcancelURL em console database databaseObjectsSearch 3Fevent 3Dredisplay o26lastEvent G0 Links ORACLE Enterprise Manager 10g Setup Preferences Help Logout Database Control Database qaoral0g gt Users gt Create User Create User Logged in As SYS General l Roles System Privileges Object Privileges Quotas Consumer Groups Proxy Users Name D a A F Profile pear Authentication Password Enter Password ii Confirm Password R E I Expire Password now Default Tablespace Temporary Tablespace Status Locked Unlocked General Roles System Privileges Object Privileges Quotas Consumer Groups Proxy Users ShowSQL Cancel OK Database Setup Preferences Help Logout Copyright 1996 2004 Oracle All rights reserved About Oracle Enterprise Manager 10g Database Control E Done mef fax Local intranet Figure 58 Create User page 4 Enter the new user Name for example Metastorm 5 Specify a Password f
22. running amp For further details refer to the Installation Prerequisites Guide Installation Prerequisites and Site Preparation Web Server Setting Content Types for Scripting Metastorm BPM Release 7 6 May 2008 Page 45 Metastorm BPM Release 7 6 4 8 Web client login page displays Service Unavailable on Windows Server 2003 If you are running the web extensions on Windows Server 2003 the login page displays the message Service Unavailable and a small red padlock appears on the Application Pool cog icon check the Identity account on the Application Pool amp For instructions on checking the Application Pool Identity account refer to the Administration Guide After making changes to the Application Pool it must be restarted 4 9 Unable to access Web Extensions If the installation was carried out in the following order you may be unable to access the Web Extensions e Process Engine installed on computer without IIS e IIS added to the computer e Metastorm Web Extensions added using the Modify option of the installation To resolve this problem add the following users to the Client role in the Process Engine COM application e Internet Guest Account default name I USR_ lt ComputerName gt e Launch IIS Process Account default name IWAM_ lt ComputerName gt 4 10 Web client does not function as expected If the Web Client does not behave as expected e Clear the coo
23. server a It is assumed that there is one named user for the DSN connection only this user interacts with the Metastorm BPM database for example publishing role creation Page 54 May 2008 Metastorm Inc 2008 Installation Guide To edit or review the default Metastorm system data source 1 Open the ODBC Data Sources Administrator Select the System DSN tab You should see the Metastorm data source listed Select the Metastorm data source and click the Configure button to see the settings The SQL Server Configuration dialog is displayed Microsoft SOL Server DSN Configuration This wizard will help you create an ODBC data source that you can use to connect to SQL Server What name do you want to use to refer to the data source Name EERE How do you want to describe the data source Description Metastorm Data Source Which SQL Server do you want to connect to Server SNORRIS X Figure 34 SQL Server DSN Configuration Edit the settings for example making the data source use a Trusted Connection Use the Next and Back buttons to access settings Click the Finish button Ensure that the Default Database if requested is set to the name of the database you have created For example Metastorm When you are finished click OK twice Metastorm BPM Release 7 6 May 2008 Page 55 Metastorm BPM Release 7 6 APPENDIX B SETTING UP ORACLE TO WORK WITH METASTORM BPM This
24. the SQL Server collation To specify your database type 1 Select a radio button for an already installed database type 2 Onacase sensitive database Metastorm User Ids are case sensitive by default Check the Force Case Insensitive Login checkbox if you want to force User Ids to be case insensitive when users log in 3 Click the Next button The next set of screens displayed is determined by your choice of database Page 20 May 2008 Metastorm Inc 2008 Installation Guide 2 7 1 SQL Server If you select the SQL Server database Setup displays the SQL setup screen i Metastorm BPM Version 7 Setup Wizard Metastorm Repository SQL Server Database Specify details for the Metastorm BPM repository SQL server database SE Please select the SQL Server computer SNORRIS v you wish to use from the list or type in the name SAREE Please specify the name of the SQL server Metastorm database to be used as the Metastorm BPM repository database C use Windows authentication aa Figure 18 SQL Server Machine Name a Tf you install Metastorm BPM connecting to a local SQL Server a dependency is set between the Process service and the MSSQLSERVER service No dependency is set if connecting to a remote SQL Server To specify SQL specific information 1 Select or enter the name of the SQL Server Computer that you want to use as your Metastorm data source 2 Enter the name of the Metastorm datab
25. xel and click on Open By default the sample libraries and procedures are installed to the C Program Files Metastorm BPM Designer Sample Procedures folder The Metastorm Designer opens with the library and you are prompted to enter database connection details The library will be published to this database 6 The Procedure Protection dialog is displayed Click on OK to continue 7 The library is published and the Publish Metastorm Library dialog is displayed Click OK The Process Designer closes 8 Follow steps 3 to 6 again to publish the Flight sample procedure Flight xep It may be necessary to refresh the Procedures and Libraries tree items to view those you have just published 3 10 2 Assign Users and Roles Follow these steps to register a user and assign roles This will test the Metastorm Users and Roles tool Logging in to the Users and Roles Tool 1 Select Programs Metastorm BPM Administrative Tools Users and Roles A dialog window is displayed requesting database connection details 2 Enter your database connection details and click OK The Users and Roles tool opens Registering Yourself as a User Metastorm BPM Release 7 6 May 2008 Page 37 Metastorm BPM Release 7 6 When a user is registered they become available from the Select a user drop down To register yourself as a user 1 Click the Add button 2 Type your name into the Add User dialog 3 Click the OK button The
26. 94000000060200000024000052534131000 40000010001 00f969443ffa70445c45665cd2b6c1 c6b2e9ee4 1 b0d51 737091 6bc3d b108348be7dad9c9d9b6071 202541 f18407d0706793c4beb5f71 3bf55eaa41c745 3adc1aae599fe5751 8f7cef7908c39e4cab43d2763b66080424571b7ecfeb381151 d2ee78a5a760fea9d79fcc5d85038248ba66396ca4aa0873cifa8825be66ae5051 1 a3 gt lt IMembershipCondition gt lt CodeGroup gt lt CodeGroup class UnionCodeGroup version 1 PermissionSetName FullTrust gt lt IMembershipCondition version 1 class StrongNameMembershipCondition PublicKeyBlob 002400000480000094000000060200000024000052534131000 40000010001 00dd3415ad127e2479d51 858680441 9e99231 acd687f889e897fb02 1bec3d90d53781 81 1bb9d569e032d003624 1 3298930c553dfd43a24e699c6a3d4 922824f3c987 c01524b94059de1 ccfbef fl aedc86055d56c4c3c92c550c84a1410 b0c0e89 1 e8f2f0fal 93e1 532f25727ae6340558081 29b901 bdc24cb517e95fb8815 b5 gt lt IMembershipCondition gt lt CodeGroup gt This fragment can be copied from the Sample Metastorm webparts security fragment txt from the directory Metastorm SharePoint integration is installed to location by default C Program Files Metastorm BPM SharePoint Web Parts Vv Save and close the updated file 6 To Add Metastorm Web Parts application settings section to SharePoint web config of the required site s Page 88 i ii iii Open file Sample Metastorm webparts WSS web config section txt and copy lt Metastorm Web Part
27. API DLL eMessageHandler dll HS must therefore be installed on the Engine machine to allow the HTTP Listener to operate By being part of HS the HTTP Listener can now take advantage of IIS scalability and security features Installing the HTTP Listener on a Server The HTTP Listener is automatically installed when you run the Metastorm installation for a Process Engine However it is also possible to install it manually To install a Metastorm HTTP Listener on a machine running Windows 2003 or XP Professional 1 Create a virtual folder in IIS called escripts note that if you choose another name you will have to ensure your clients are configured to use the new name Metastorm BPM Release 7 6 May 2008 Page amp 1 Metastorm BPM Release 7 6 a The escripts virtual folder must have Execute permissions for scripts and executables 2 Copy the eMessageHandler dll which will be present on the machine on which you installed the Process Engine to the location pointed to by your virtual folder To enable a Metastorm HTTP Listener on a machine running Windows Server 2003 1 Start the Internet Information Services IIS Manager 2 Add a new web service extension adding the eMessageHandler dll to the Required Files list This file is located in the folder that the web extensions virtual folder is mapped to The default is c Program Files Metastorm BPMN IIS extensions 3 Ensure that the Set extension status to Allowed ch
28. QL Server DBC DotNetConnection Under the relevant key there should be an entry for CONNECTION with the value Provider OraOLEDB Oracle 1 Data Source lt gt User Id lt gt Password lt gt FetchSize 100 CacheType Memory PLSQLRSet 1 or Provider SQLOLEDB Data Source lt gt Initial Catalog lt gt User ID lt gt Password lt gt where the correct Data Source Catalog User Id and Password are entered instead of the angle brackets lt gt Under the relevant key there should be an entry for DOTNETCONNECTION with the value Data Source MyDBMS Initial Catalog Metastorm76 User ID metastorm Password secret or Data Source MyTNSName User Id metastorm Password secret Connection Timeout 300 amp For further information about database configuration registry settings refer to the Administration Guide Metastorm BPM Release 7 6 May 2008 Page 77 Metastorm BPM Release 7 6 amp We strongly recommend that you secure access to this registry key as it stores sensitive information about database connectivity Page 78 May 2008 Metastorm Inc 2008 Installation Guide APPENDIX C SETTING UP SQL SERVER 2005 EXPRESS EDITION TO WORK WITH METASTORM BPM SQL Server 2005 Express Edition is a cut down version of SQL Server 2005 The OSQL utility which uses ODBC to communicate with the server enables you to enter Transact SQL statements system procedures and script files Full documentation for
29. Windows 64 bit Operating System ceesssseceeeceeesseseeneneesees dl 3 3 1 Troubleshooting Windows 64 Dit eseseceesseseceeseeteeeseseceeseencaceeessaeseneneeesenees ial 3 4 Configuring a Separate Web Server oo essesessesecssseesesesssesseseecesesesucseeeeeessseeusnceseesseanenees we Sl 3 4 1 Setting the account information on the web extensions computer 32 3 4 2 Adding the account information to the Engine computer n 33 3 5 Configuring the Engine s Web Service Interface 00 eee 1 34 3 6 Configuring the Engine NET Interface ee eessesesessescesssesecesnceeeecsesecussecucacesescsssncneneeseseseensneeseseseaee 34 3 7 Configuring Metastorm BPM for Business Rules Engines ssssscssecsssessseescseeseneesesesesneneeseeeseaes 34 3 8 Configuring Public ACCESS eee 3 9 Important information for Vista users 3 9 1 Unexpected behavior by the Vista UAC on startup seeesesssseseeesssseceeseeeeecseseeussecusneeeeecseaenees 35 3 9 2 Running Designer under Vista 3 10 Testing the Installation 00 eee eeeeeeeeee Metastorm BPM Release 7 6 May 2008 Page iii Metastorm BPM Release 7 6 3 10 1 Publish a Library and Procedure sessscesssssssccseesesesesecseeceesscsecussceeescsrsecucaceeescsesneneaeeseeeaes 3 10 2 Assion Users and Roles EEN E ENA A EEEE EEA EEE toad nee EEE 3 10 3 Process the Sample Proceduren nonno inire te ei lh ieee wel E T R 3411 _ Optimizing P
30. abase can be found in the Metastorm Figure 20 Process Engine Database Set Up 7 Click the Setup now button to execute SQL scripts to setup the database and Open Authentication a Existing Metastorm BPM databases earlier than Version 7 0 will need to be migrated You should only use Setup now for new databases Page 22 May 2008 Metastorm Inc 2008 Installation Guide a Note that you can run the scripts manually later If you prefer to do this or if you have already set up the database manually simply click the Next button If you do not select Setup Now then you must manually set up Open Authentication so that users can log on For further details refer to the Administration Guide i For information on setting up the Metastorm SQL Server database refer to Appendix A Setting up SQL Server to Work with Metastorm BPM You have now provided the information to install Metastorm BPM against a SQL Server database Now skip to the Specifying Web Interface Settings section 2 7 2 Oracle If you select the Oracle database an Oracle setup screen is displayed i Metastorm BPM Version 7 Setup Wizard Metastorm Repository Oracle Database Setup Specify details for the Metastorm BPM repository Orade Database Orade service name Please nominate the Oracle Metastorm database service name you wish connect to Please nominate the Oracle ODBC database source name DSN through which Metastorm will
31. al Server Roles Database Access T Specify which databases can be accessed by this login ermit Database User Metastorm lwhite Northwind o 6 e work ORB e work65db OB ework66t OO e workb OP eee Database roles for Metastorm s M public O db_owner O db_accessadmin O db_securityadmin O db ddladmin v Derren Cancel Help Figure 33 Security tab 9 Select the database for the login 10 Enable the created user to be able to execute stored procedures amp Refer to the Executing Stored Procedures section below for details on SQL Server 2000 and SQL Server 2005 11 Select the following roles for the database for the login db_ddladmin db_datareader db_datawriter 12 Shut down SQL Enterprise Manager by selecting the Exit option from the Console menu Executing Stored Procedures To execute Metastorm Stored Procedures additional database roles are required for the Metastorm Engine to run on the SQL Server By default SQL Server does not have a default role for executing stored procedures The method for granting execute permissions on stored procedures in a database differs between SQL Server 2000 and SQL Server 2005 SQL Server 2000 In SQL Server 2000 Enterprise Manager Page 52 May 2008 Metastorm Inc 2008 Installation Guide 1 Expand the Metastorm BPM database node 2 Select users 3 Right click the Metastorm BPM database user and s
32. and create a new folder 3 Complete the required fields and submit the form Acting on the Folders in the To Do List To act on a folder in the To Do list 1 Click on the To Do List button 2 Click on the folder Flight 001 to open the folder 3 Review the information presented 4 Select the Action button Approve at the bottom of the form to perform an action Metastorm BPM Release 7 6 May 2008 Page 39 Metastorm BPM Release 7 6 3 11 Optimizing Performance By default Metastorm BPM uses the default optimal Microsoft settings for ASP NET applications To change the performance settings Microsoft recommends a strategy involving performance testing or benchmarking and tuning of various parameters on a per application basis Metastorm BPM settings depend on the number of CPUs as shown below and on customer specific procedures forms and usage patterns a We recommend you follow the Microsoft guide if you are concerned about the performance of your Metastorm BPM deployment The guide can be accessed on the website referenced below As a starting point Metastorm recommends the following settings are applied 3 11 1 Metastorm specific settings To update Metastorm specific settings and modify your deployment of Metastorm BPM edit the web config file This is located in the lt Metastorm Installation Directory gt lt Web folder gt executionTimeout This is used to set the maximum number of seconds that a req
33. appendix describes the basic steps a database administrator should follow to create the tables and indices required for Metastorm to run against an Oracle database and covers Creating a Unicode Oracle database Ensuring access to an Oracle database Creating two Tablespaces Creating an Oracle user for Metastorm access Running the Metastorm database scripts Completing the Engine database configuration Instructions are also provided for Reviewing and modifying the ODBC data source settings Troubleshooting failure of the Engine to connect to the database a The screens shown to illustrate an Oracle installation have been created using an Oracle 10G database amp For instructions on how to upgrade from an e Work version 6 x database refer to the Migration Guide Before setting up or reconfiguring the database by running the SQL scripts ensure that all Process Engines running against the database are stopped Page 56 May 2008 Metastorm Inc 2008 Installation Guide Creating a Unicode Oracle Database This section shows the steps required to create an Oracle 10G Unicode database These steps will differ for different versions of Oracle l To create a new Oracle instance for Unicode on the database server start up the Database Configuration Assistant for Oracle from the menu The Database Configuration Assistant Welcome is displayed amp Database Configuration Assistant Wel
34. arts for SharePoint Server 0000 84 Upgrading Windows SharePoint Services to NET 2 0 WSS 2 0 only ceeeeessseessseeeseeeesesesecsessneeeeeessseeneaee 84 Configuring Metastorm Web Extensions on the same machine as SharePoint Services sseseceeeeeeeeeeeee 84 WSS 2 02 sshertse cate Abi bait a ha E a A A E stinks ails 85 MOSS 20072 testes tener eatin iether anette had ei teeth een enti 85 WSS BOs cisararesnstitie hens spavest AE dann RE Sasdutitiaslng doesn E Denies AE 86 Deploying Metastorm Web Parts Uninstalling esiin ea ina Using WPAdmin exe WSS 2 0 only Adding a Web Part Package Deleting a Web Part Package Enumerating a Web Part Package Appendix G Third Party Software installed with Metastorm BPM ssssssssssesseesseeereees 95 Metastorm BPM Release 7 6 May 2008 Pagev Metastorm BPM Release 7 6 Installation Guide 1 INTRODUCTION This document is intended to provide detailed instructions on e Installing Metastorm BPM e Operations to perform after installing Metastorm BPM e Testing the Metastorm BPM installation ra Previous releases of Metastorm BPM were referred to as e Work The term e Work in this document is used when referring to versions of Metastorm BPM released before version 7 The term is also used when referring to previous file names and navigation paths 1 1 Acronyms The following table lists acron
35. ase 3 Select the Use Windows authentication checkbox if you want to use windows authentication to connect to the database If the Use Windows Authentication option is not selected the installation will prompt for a database User ID and Password 4 Click the Next button Setup displays a screen for database user information Metastorm BPM Release 7 6 May 2008 Page 21 Metastorm BPM Release 7 6 i Metastorm BPM Version 7 Setup Wizard Metastorm Database Set Up Specify database user name and password Enter the database User name and Password to which you are connecting User name Password M Confirm password Figure 19 Metastorm Database Set Up 5 Enter the database User name and Password 6 Re enter the password in the Confirm password field and click on the Next button If you selected the SQL Server SQL Server 2005 Express Edition radio button on the Process Engine Database Type screen Setup displays a screen to enable you to set up the SQL Server Database i Metastorm BPM Version 7 Setup Wizard Metastorm Repository Database Creation Database scripts setup The Metastorm installation will execute SQL scripts to setup the database you have specified If you do not wish to execute the scripts now you can dick Next to continue A Metastorm database will need to be setup and configured separately with the SQL scripts supplied The instructions on setting up a dat
36. astorm Clients Metastorm Flag Raisers It will assign these groups of users to the appropriate Engine roles If you choose not to set up groups the installation will assign the current user to the Engine roles After installation you may add users to groups or directly to the Engine s COM roles in order to allow users access to various services of the Metastorm Process Engine amp For information about the Engine components and how they are mapped to the Engine s COM roles and for further information about Metastorm groups refer to the Administration Guide If you are installing Metastorm BPM to be used across a network you should opt for one of the first two group options Which of these you choose depends largely on which configuration is most convenient for you to administer If you are installing Metastorm BPM in an enterprise configuration and you have domain administration rights opt to set up Global Groups In particular if you intend to install multiple Process Engines on a network this will simplify administration You must have domain administration rights to e Set up global groups during installation e Add users from the domain to Metastorm groups after installation If you are installing Metastorm BPM on one computer and want to allow a number of users to access it you may opt instead to set up Local Groups You do not need domain Page 16 May 2008 Metastorm Inc 2008 Installation Guide admin
37. ay occur if e The machine s virtual memory is low e The TEMP and TMP directories are full e Other often silent applications are running in the background Gozilla for example These will be taking up machine resources e The user s DCOM permissions are not set correctly To resolve the problem check the following and before re running the installation e Increase the amount of virtual memory on the machine e Clean out the TEMP and TMP directories e Ensure no applications are running e Ensure DCOM settings are correct The user s registry value permissions should include Everyone To update the DCOM settings follow these steps 1 From the Start Menu choose Run 2 Type dcomenfg exe into the dropdown and click on the OK button the Component Services window is displayed 3 Right click on the Component Services Computers My Computer node and select Properties On the Properties dialog select the COM Security tab Page 42 May 2008 Metastorm Inc 2008 Installation Guide 4 Click on the Edit Default button in the Default Access Permissions section The next dialog lists the current permissions 5 If the Everyone group is not present in the list click on the Add button 6 Ifyou are running Windows XP Professional the Select Users and Groups dialog is displayed Type Everyone into the Enter the object names to select field T7 Click on the OK button The Everyone gro
38. c 2008 Installation Guide Oracle Net Configuration Assistant Net Service Name Configuration TCP IP Protocol gB Figure 52 Specify TCP Settings 8 The Configuration Assistant now gives you the option to test the connection Select the Yes radio button then click the Next button 9 When the test has successfully completed click the Next button a Typically Test uses system as the user name and manager as the password If the test fails the account may be locked by default Ask your database administrator for an alternative log on Alternatively the Host Name or Service Name may be incorrect The Net Service Name Configuration is displayed and prompts you to choose the Net Service Name Oracle Net Configuration Assistant Net Service Name Configuration Net Service Name l A Figure 53 Net Service Name Metastorm BPM Release 7 6 May 2008 Page 67 Metastorm BPM Release 7 6 10 Enter the Net Service Name usually the same as the Service Name which you entered in step 4 which is usually MetBPM then click the Next button When the Configuration Assistant completes the configuration process you can proceed to the next stage Creating Two Tablespaces Creating Two Tablespaces A tablespace is an Oracle construct that describes the location of a user s database objects for example tables and indices and can exist across more than one file You now need to create two tablespace one each
39. ces administrative tool When this happens to fix the DCOM permissions lists you can copy dcomcnfg exe from Windows 2000 and run it to correct the lists This will resolve the problem Page 48 May 2008 Metastorm Inc 2008 Installation Guide 4 16 Failure to Install on Czech Windows Server It has been observed that Metastorm BPM fails to install on Czech Windows Server 2003 R2 An error message is displayed during the SOAP installation and the installation then rolls back The failure appears to be related to the registration of one of the MS XML files A second attempt to install usually succeeds This is the recommended course of action Metastorm BPM Release 7 6 May 2008 Page 49 Metastorm BPM Release 7 6 APPENDIX A SETTING UP SQL SERVER TO WORK WITH METASTORM BPM This appendix describes how to set up SQL Server for Metastorm BPM and covers 1 Installing the Metastorm Database including how to run the stored procedure scripts 2 Setting up the ODBC Data Source The following assumes that when installing the Process Engine you configured it to use Microsoft SQL Server The steps below refer to the configuration of SQL Server 2000 and can be adapted for SQL Server 2005 amp For a review of the supported databases refer to the Installation Prerequisites and Supported Environments Guides amp For instructions on how to upgrade from an e Work version 6 X database refer to the Migration Guide
40. come 5 x Welcome to Database Configuration Assistant for Oracle database The Database Configuration Assistant enables you to create a database configure database options in an existing database delete a database and manage database templates Cancel Help Back Figure 35 Database Configuration Assistant 2 Click Next The Operations dialog is displayed Metastorm BPM Release 7 6 May 2008 Page 57 Metastorm BPM Release 7 6 Database Configuration Assistant Step 1 of 12 Operations aig x Selectthe operation that you wantto perform Create a Database C Configure Database Options C Delete a Database C Manage Templates Figure 36 Select Operation 3 Select Create a Database and click Next The Database Templates dialog is displayed Database Configuration Assistant Step 2 of 12 Database Templates 5 x Select a template from the following list to create a database Select Template Includes Datafiles C Custom Database No c Data Warehouse Yes C General Purpose Yes Show Details Cancel Help lt Back Figure 37 Select a template 4 Select a transaction processing template and click Next The Database Identification dialog is displayed Page 58 May 2008 Metastorm Inc 2008 Installation Guide Database Configuration Assistant Step 3 of 12 Database Identification An Oracle database is uniquely identifie
41. configuration section gt lt section name MetastormWebParts type System Configuration DictionarySectionHandler gt Insert the copied lines into the web config between lt sectionGroup gt and lt configSections gt Then copy lt Metastorm Web Part configurations gt lt MetastormWebParts gt lt Update the value attributes with the desired values gt lt add key WebClientBaseLocation value http lt Web Server gt Metastorm gt lt add key WebClientSsoLocation value http lt Web May 2008 Metastorm Inc 2008 Installation Guide Server gt MetastormSSO gt lt add key EngineServiceList value http lt Web Server gt escripts gt lt MetastormWebParts gt iv Insert the copied lines into web config after lt configSections gt v Modify the above keys to reflect your Metastorm BPM Install e g replace lt Web Server gt with your web server name vi Save the web config and restart IIS Ta Open Internet Explorer to navigate to a web part page 8 Following the steps below to add the Metastorm web parts For WSS 2 0 i Select Add Web Parts ii Click Modify Shared Page and select web parts to add to your page it Home Documents and Lists Create Site Settings Help Up to Team Web Site mi Metastorm B modify Shared Page v ade lt Add Web Parts x Add Web Parts x Browse ij Select the gallery you would like to browse web Part Page Gallery 0 Virt
42. connect Figure 21 Oracle DSN To specify Oracle specific information Specify the Oracle service name and Oracle ODBC DSN for your Oracle database The ODBC DSN must be set up manually The ODBC DSN must exist before the installation is run for the Engine to start up after install 1 A a The database must be set up by running the database scripts oS For information on setting up the Oracle database including how to set up the ODBC DSN refer to Appendix B Setting up Oracle to Work with Metastorm BPM Metastorm BPM Release 7 6 May 2008 Page 23 Metastorm BPM Release 7 6 a 2 Once the database has been set up you must configure Open Authentication Refer to the Administration Guide for further details Click Next The Web Server screen is displayed see Figure 22 below 2 8 Specifying Web Interface Settings If the Metastorm web extensions are selected and IIS is present the Metastorm web extensions will be installed A A 2 iF Metastorm BPM Version 7 Setup Wizard Metastorm Web Server Specify Metastorm Web extensions Virtual Folder name Resources Metastorm Path C Program Files Metastorm BPM Webi Engine Service List location Physical UNC path O LRL path Path Ic Program Files Metastorm BPM IIS extensions EngineServiceConfig xml C Auto refresh alert lists C Enable Public Attachment Figure 22 Metastorm Web Server To set up the Web Server Ent
43. ct type folder click Create to create a new object To delete an object select the specific object from within the object type folder and click Delete Important If you select a database template including data files you will not be able to add or remove data files tablespaces or rollback segments Selecting this type of template allaws you to change the following Destination ofthe datafiles Control files orlog groups Create Delete File Location Variables Einish Cancel Help Figure 46 Database Storage 14 Choose the required database creation options and click Next The Creation Options page is displayed Metastorm BPM Release 7 6 May 2008 Page 63 Metastorm BPM Release 7 6 amp Database Configuration Assistant Step 12 of 12 Creation Options i jol x Selectthe database creation options WM Create Database T Save as a Database Template Name UNICODE Description Cancel Help lt Back Next Figure 47 Creation Options 15 Check that the details on the Creation Options page are correct and click Finish Ensuring Access to an Oracle DBMS To ensure access to an Oracle DBMS you must nearly always set up a database alias which allows connection to the DBMS via Oracle s SQL Net protocol a When the Process Engine runs on the same machine as the Oracle database the IPC protocol should be used in preference to TCP IP This brings a s
44. cute Permissions must be set to Scripts only Extensions Virtual Folder The extensions virtual folder whose default name is escripts is where extensions are installed This folder does not need Read Write or Directory Browsing permissions It only requires that scripts or executables can be run Execute Permissions must be set to Scripts and Executables 3 2 2 File System Security It is a requirement that the IIS anonymous user defaults to the USR_ lt machine name gt account and the IIS launching user defaults to WAM_ lt machine name gt account have Read rights to the following folders files Program Files Metastorm BPM Web and all sub folders Program Files Metastorm BPMNIS extensions folder IIS launching account only The system registry In addition the ASP NET Machine Account defaults to ASPNET has to have write access to ASP NET temporary folder for example C WWINDOWS Microsoft NET Framework v2 0 50727 Temporary ASP NET Files 3 2 3 Special Considerations for locked down IIS web servers The Metastorm web extensions write all server side events to the Windows Event Log In order to register itself as an event source it must have read and write access privilege for the Event Log IIS servers that have been locked down using Microsoft utilities or deployment on later operating systems like Windows XP Professional or Windows 2003 have fewer security Page 30 May 2008 Metastorm Inc 2008
45. d amp For further information on configuring the Engine NET Interface refer to the Administration Guide paf 3 7 Configuring Metastorm BPM for Business Rules Engines The following points should be taken into account when configuring the Metastorm Rules web service If the Metastorm Rules web service has authentication set up the user accounts of the Designer workstation and the Engine identity must be included in the BizTalk Application Users user group Otherwise the Metastorm Rules web service should be configured to execute under a different named account with few privileges Page 34 May 2008 Metastorm Inc 2008 Installation Guide In addition the Metastorm Rules web service configuration should have all required proxy settings if the service is invoked across a proxy server 3 8 Configuring Public Access The name of the guest user is read from the eGuestUserName Column of the Metastorm BPM Release 7 6 database eServer table Public Access is configured in the engine as follows 1 Open the System Administrator and right click on the Metastorm Authentication node and connect to the database 2 Right click on Authentication Process and select Public access properties The Public access properties dialog is displayed Public access properties NV Allow public access Guest script file EME Guest username eG uest Cercel Figure 28 Public access properties dialog 3 Check
46. d 6 Enter the File Name for example METASTORM _DATA ds Specify an appropriate Size for the tablespace The suggested file sizes are listed in the following table Metastorm Data tablespace K Metastorm Index tablespace K Small 5800 5000 Medium 48912 40096 Large 489120 200000 Table 3 Tablespace File Sizes The tablespace sizes depend on the Metastorm storage required Page 70 May 2008 Metastorm Inc 2008 Installation Guide A The tablespace size suggested for a Small amount of Metastorm storage is based on an Initial Extent Size of 64K If your Initial Extent Size is greater for example 1024K the tablespace size may need to be increased accordingly A These capacities exclude extra tables created via Metastorm Designer tool which will require extra space The space they require depends on how many procedures will be published and how heavily they will be used Oracle Enterprise Manager Create Tablespace Add Datafile Microsoft Internet Explorer E lalx Ele Edt view Favorites Tools Help Bak gt A Asearch Favorites meda 3 Gy S BI Address amp http iqasvr04 5500 em console database storage tablespace target qaoral 0g amp type oracle_database amp cancelURL em console database databaseObjectsSearch 3Fe Y ORACLE Enterprise Manager 10g Database Control Setup Preferences Help Logout Database qaoral0g gt Tablespaces gt
47. d by a Global Database Name typically of the form name domain Global Database Name UNICODE Adatabase is referenced by at least one Oracle instance which is uniquely identified from any other instance on this computer by an Oracle Systern Identifier SID SID UNICODE Cancel Help Back Next Figure 38 Database Identification 5 Enter the Global Database Name SID and click Next The Management Options dialog is displayed lol x Database Configuration Assistant Step 4 of 12 Management Options Each Oracle database may be managed centrally using the Oracle Enterprise Manager Grid Control or locally using the Oracle Enterprise Manager Database Control Choose the management option that you would like to use to manage this database V Configure the Database with Enterprise Manager Use Grid Control for D e Management No Selectthe Management S gents Found Use Database Control for Database Management Enable Email Notifications Outgoing Mail SMTP Server Email Addre l Enable Daily Backup Backup Start Time 025 pd E amc pm oS Username P word Cancel Help Figure 39 Management Options dialog 6 Select the appropriate management options and click Next The Database Credentials dialog is displayed Metastorm BPM Release 7 6 May 2008 Page 59 Metastorm BPM Release 7 6
48. d of this installation Figure 11 Running Mode 4 Select the e Manual button if you want to start the Process Engine service manually e Automatic button if you want the Process Engine service to run automatically on Windows start up 5 Click Next Page 14 May 2008 Metastorm Inc 2008 Installation Guide Metastorm BPM displays the Process Engine Account screen i Metastorm BPM Version 7 Setup Wizard Metastorm Engine Account Specify account for the Metastorm Engine Domain name Eme OOOCS User name afores sS S Password Confirm password Cancel Figure 12 Engine Account 6 Enter the following details of the user account under which the Engine service will run Domain name User name Password Confirm password a The account under which the Engine runs cannot have a blank password bs Click Next The Process Engine User Groups Setup screen is displayed ie Metastorm BPM Version 7 Setup Wizard Metastorm Process Engine User Groups Setup Specify user groups for the Metastorm Process Engine Select a Metastorm user group setup type User groups You must have logged on with appropriate administrative rights For O Global Groups Domain Level setup to perform this operation successfully IF you are installing on a Ivy stand alone machine i e not j connected to a Domain please select ODon t setup any groups at this time
49. e page is displayed Metastorm BPM Release 7 6 May 2008 Page 69 Metastorm BPM Release 7 6 3 Oracle Enterprise Manager Create Tablespace Microsoft Internet Explorer File Edt view Favorites Tools Help eBack gt A A Asearch GaFavortes meda B 3 A Address fa http qasvr04 5500 em console database storage tablespace event createfscancellRL em console database database ObjectsSearch 3Fevent 3Dredisplay 26lastt 7 C60 Links ORACLE Enterprise Manager 10g Setup Preferences Help Logout Database Control Database qaoral0g gt Tablespaces gt Create Tablespace Logged in As SYS Show SQL Cancel X OK Create Tablespace General Storage Thresholds Name Extent Management Type Status Locally Managed Permanent Read Write Dictionary Managed I Set as default permanent tablespace C Read Only C Temporary Offline I Set as default temporary tablespace Undo Datafiles I Use bigfile tablespace Tablespace can have only one datafile with no practical size limit No items found General Storage Thresholds Show SQL Cancel X oK Done i i E Local intranet fl Figure 55 Create Tablespace page 2 Specify a tablespace Name for example METASTORM_DATA 3 Set the Status to Read Write 4 Set the Type to Permanent 5 Under the Datafiles section click on the Add button The Add Datafile page is displaye
50. e run manually against the Metastorm database The stored procedures include Oracle XML support and should be run in the following order 1 MetastormXMLPackageOracleTen sql 2 ProcessMetadataPackage sql 3 ProcessMetadataProcedures sql Cleanup The following scripts can be run to remove Metastorm schema objects from a database e Oracle Drop SQL removes the Metastorm objects and stored procedures Page 74 May 2008 Metastorm Inc 2008 path Installation Guide e Oracle MQ Drop SQL drops the additional schema objects required for MQ support e Oracle Drop Migration Script SQL removes the migration script e Oracle Process Metadata Drop sql1 removes the Process Metadata Service stored procedures Reporting For customers running Insight for the first time against a database that existed prior to Version 6 6 the eEvent table in the database must be updated so that the eEntryTime column is set correctly To perform this update run the following script e Oracle eEvent Reporting Modification SQL Migration There are a number of scripts that assist with the migration of Version 6 x databases to Version 7 e Oracle Create Migration Procedure SQL e Integrity Check Custom SQL e Integrity Check MQ SQL e Integrity Check System SQL amp _ For further information on the migration scripts refer to the Migration Guide Implementation It is recommended to use a tool such as SQL Plus to run thes
51. e scripts To run the scripts using SQL Plus 1 Ensure there are no Engines running against the database 2 Copy the scripts from C Program Files Metastorm BPM Engine Database Oracle Scripts to a location with a shorter path such as C Temp SQL Plus will return an error if you try to run the scripts from a location with a long 3 Start SQL Plus Metastorm BPM Release 7 6 May 2008 Page 75 Metastorm BPM Release 7 6 4 Log in as the Metastorm user you have created in the section Creating an Oracle User for Metastorm BPM Access above For the Host String enter the Service Name you entered in step 4 of the subsection Creating a Unicode Oracle Database above 5 Run the following scripts in this order Oracle Create Tables sql Oracle Create Indexes etc sql eWorkTypes sql eWorkPackage sql eWorkProcedures sql Use the command to run the script for example C Temp Oracle Create Tables SQL A screen similar to the Figure 59 below is displayed Oracle SOL Plus DER Fichier Edition Recherche Options Aide 4 4 4444 44 ttt PROMPT Metastorm Inc A fee et ee eee ee ee ee ee es During the execution of this ORACLE installation script several parameters must be specified These are the tablespace names for the data and indexes The storage parameters for the tables and indexes will default to the storage parameters defined for the tablespaces If you have any questions concerning these pa
52. eckbox is checked on the New Web Service Extension dialog Page 82 May 2008 Metastorm Inc 2008 Installation Guide APPENDIX E UNICODE SUPPORT The Metastorm Process Engine supports Unicode when running against a Unicode database When a Procedure is published data is stored in the database in Unicode format All procedures and maps and the components that they contain are formulated as XML files XEP or XEL that contain characters defined and stored in Unicode format The particular Unicode format that is employed is determined by the database it is not defined by the Designer Designer determines the type of Unicode supported by the database by examining the data type in the eServerName column in the eServer table The default value is Microsoft standard UTF 16UCS 2 Text and memo fields included in forms can contain data that is in Unicode format Windows Clients will convert Unicode Transaction Protocol custom variable strings to their local code page equivalents If a character does not exist in the Windows Client s code page then it will be substituted and displayed incorrectly If a field containing this character is updated by the client either manually by the user or a client script then the incorrect character will be written back to the database This issue will not arise for Windows Client users that are using external HTML forms The Designer does not provide the facility to create scripts containing non code
53. ecovery Area Size 2048 MBytes X F Enable Archiving Edit Archive Mode Parameters File Location Variables Einish Figure 43 Recovery Configuration 10 Select the recovery configuration options and click Next The Database Content dialog is displayed Metastorm BPM Release 7 6 May 2008 Page 61 Metastorm BPM Release 7 6 Database Configuration Assistant Step 9 of 12 Database Content 15 x Sample Schemas Custom Scripts Sample Schemas illustrate the use of a layered approach to complexity and are used by some demonstration programs Installing this will give you the following schemas in your database Human Resources Order Entry Online Catalog Product Media Queued Shipping Sales History It will also create a tablespace called EXAMPLE The tablespace will be about 130 MB Specify whether or not to add the Sample Schemas to your database F Sample Schemas Cancel Figure 44 Database Content 11 Add Database Content as appropriate and click Next ra Metastorm BPM does not require any scripts to be added at this stage The Initialization Parameters dialog is displayed Database Configuration Assistant Step 10 of 12 1 lization Parameters Oj xj Memory Sizing Character Sets Connection Mode Database Character Set C Use the default The default character set for this database is based on the language setting of this o
54. ected components and try to continue with the installation the installation fails a If the Metastorm Document Management System Support feature is selected then it must be installed on both the Engine machine and also on the machine on which the Web Extensions are installed a The Process Metadata Service is a web service which queries the Metastorm repository and provides calling applications with specific information about published processes This option can be found beneath Metastorm Process Engine It is used by other Metastorm applications which require web service information for example Process Orchestrator for NET Process Events Additional Stored Procedures may need to be run against SQL Server and Oracle databases amp Ifyou select the Metastorm MQ Integration component you must run the MQ database creation scripts as described in the Message Queuing Guide 7 Click Next The Destination Location screen is displayed unless conflicts arising from the selection of components in the Custom setup screen If there are any conflicts see Figure 6 above an error message is displayed i Metastorm BPM Version 7 Setup Wizard Destination Folder Click Next to install to this Folder or click Change to install to a different Folder K Install Metastorm BPM Version 7 to C Program Files Metastorm BPM Available space on local hard disks aac 18GB 2639MB 119MB 3p 18GB 12GB Volume Disk Size A
55. efer to the appropriate appendix for instructions on configuring your database o Appendix A Setting up SQL Server to Work with Metastorm BPM o Appendix B Setting up Oracle to Work with Metastorm BPM o Appendix C Setting up SQL Server 2005 Express Edition to Work with Metastorm BPM ra You can change the database and password information that the installation program configured by using the System Administrator or by manually editing one the following registry keys For ODBC HKEY LOCAL MACHINE Software Metastorm e Work Engine Database Page 28 May 2008 Metastorm Inc 2008 Installation Guide For OLEDB HKEY_ LOCAL MACHINE Software Metastorm e Work Engine Database Connectors Oracle DBC DotNetConnection or HKEY_ LOCAL MACHINE Software Metastorm e Work Engine Database Connectors SQL Server DBC DotNetConnection For example to set the user ID to metastorm and the password to secret you set the DOTNETCONNECTION value to For ODBC ODBC DSN Metastorm UID metastorm PWD secret For OLEDB Provider OraOLEDB Oracle 1 Data Source MyTNSName User Id metastorm Password secret Connection Timeout 300 or Provider SQLOLEDB Data Source MyDBMS Initial Catalog Metastorm76 User ID metastorm Password secret 3 We strongly recommend that you secure access to this registry key as it stores sensitive information about database connectivity The installation by default sets the permissions to those
56. egration is only supported for sites running under Net 2 0 Configuring Metastorm Web Extensions on the same machine as SharePoint Services Typically if WSS is installed on a machine it is installed to the default web site When the Metastorm installation package is run the Metastorm Web Extensions are also Page 84 May 2008 Metastorm Inc 2008 Installation Guide installed by default to the default web site Both applications cannot share a single virtual directory If you intend to use the Metastorm Web Extensions on the machine where WSS is installed you can either move the Metastorm Web Extensions to a non default web site or you can move the WSS web site to another location The following steps explain how to do this a The following steps are based on a typical install scenario and may need to be adapted to suit your requirements WSS 2 0 1 Create a folder for example C WSS 2 Open IIS and create a new web site give it a name for example WSS a unique port for example 8081 and point it to the folder created above 3 Go to the SharePoint Central Administration site via the Administrative Tools 4 Under the Virtual Server Configuration section click on Configure Virtual Server Settings 5 Click the Default Web Site link 6 Under the Virtual Server Management section click on Remove Windows SharePoint Services from Virtual Server 7 On the Central Administration Page click on Extend or U
57. elect Properties a The Metastorm BPM database user is the user setup in step 5 of Creating a New Database 4 Click the Exec checkbox in each of the Metastorm stored procedures 5 Click OK 6 Click OK SQL Server 2005 1 Run the following script in SQL Server CREATE A NEW ROLE CREATE ROLE db executor GRANT EXECUTE TO THE ROLE GRANT EXECUTE TO db executor 2 Expand the Metastorm BPM database node 3 Select Security Users 4 Right click the Metastorm BPM database user and select properties a The Metastorm BPM database user is the user setup in step 5 of Creating a New Database 5 In Database Role membership scroll to db_executor 6 Click the db_ executor checkbox 7 Click OK Running the Metastorm Database Scripts You can click the Setup now button during the installation to run the database creation scripts located in the Engine Database directory Alternatively you can also run these scripts later To run the scripts later we recommend that you use SQL Query Analyzer To do this 1 Ensure there are no Engines are running against the database Metastorm BPM Release 7 6 May 2008 Page 53 Metastorm BPM Release 7 6 2 Select the database using Change Database 3 To run the table creation scripts open the SQL Server Create sql file and click on the Execute Query button 4 To run the procedure creation scripts open the eWorkProcedures sql file and click on the E
58. er name for the Resources virtual folder that will contain resource files used by the web extensions The default name of the Resources is Metastorm The default virtual folder name is set to Metastorm If a previous version of Metastorm BPM has been used with a different folder name you may want to maintain this name to preserve the user s favorites and URL links If you are installing the web extension on a machine with Windows SharePoint Services enabled ensure that the virtual folder names do not match workspace names If the virtual folder that the install tries to create already exists an error will occur Set the radio buttons to select the link to the location of the Process Engine service list as either a Physical UNC path or a URL Page 24 May 2008 Metastorm Inc 2008 Installation Guide If the Engine is to be installed on the same machine the path defaults to the local Engine location If the Engine is installed on another machine then enter the path or browse to the location if the Engine is already installed Expose the folder containing EngineServiceConfig xml on that machine as a network share with the appropriate permissions to access via UNC path Ifthe connection is over HTTP enter the URL in the format http lt enginecomputer gt escripts EngineServiceconfig xml 3 If you wish to enable automatic refresh of users ToDo and Watch lists check the Auto refresh alerts lists box The Web
59. er sets e Format which can be Basic text or HTML a Text messages have a maximum line length of 74 characters Any line with more than 74 characters will be wrapped HTML messages are not wrapped in this way 4 Click the Next button The SMTP mail connection setup is displayed Page 18 May 2008 Metastorm Inc 2008 Installation Guide i Metastorm BPM Version 7 Setup Wizard Metastorm Engine SMTP Mail Connector Setup Specify encoding and attachment information Please select prefered types E mail encoding The e mails generated by this connector can Text be either text or MIME Encoded O MIME Attachment encoding w Attachments can either be UU encoded or MIME Encoded MIME encoding if selected will be OMME enforced for all e mails with attachments j Cancel Figure 16 SMTP Mail Connector Encoding Setup 5 Specify whether the Email encoding of email sent by the Process Engine should be Text or MIME Any transfer of non textual data within the text of mail messages requires MIME encoding 6 Specify whether the Attachment encoding of emails sent by the Process Engine should be UU or MIME UU encoding and MIME encoding are methods for transmitting non text files via Internet email 7 Click the Next button Metastorm BPM Release 7 6 May 2008 Page 19 Metastorm BPM Release 7 6 2 7 Specifying Database Settings You must now specify information for one of the databases that Metas
60. ere are two stages to uninstalling the Metastorm web part for SharePoint Services 1 Removing the Metastorm web part from workspaces 2 Removing the web part from the Virtual Server Gallery Page 90 May 2008 Metastorm Inc 2008 Installation Guide Removing the Metastorm web part from Workspaces To remove the Metastorm web part from any workspaces to which it was installed 1 Use your browser to log onto the default portal site for WSS as an Administrator 2 Click on Edit Page and then select Modify Shared Web Part 3 Click on the X in the top right hand corner of the web part to remove it from the workspaces Removing the web part from the Virtual Server Gallery To remove the Metastorm web part from the Virtual Server Gallery use the WPAdmin exe tool with the following syntax For WSS 2 0 WPAdmin exe o deletewppack name Metastormwebpartcab cab For MOSS 2007 WSS 3 0 A stsadm exe o0 deletewppack name MetastormWebParts cabFor further uninstall options see Microsoft SharePoint documentation on stsadm exe You can also run the Sample Metastorm webparts undeploy bat file supplied with the installation CD which uses WPadmin exe Using WPAdmin exe WSS 2 0 only The Metastorm Web Parts installation program uses the Windows console program to install the Metastorm Web Parts to the WSS virtual server The WPAdmin exe program has the following command line syntax Usage WPAdmin o lt operat
61. erformance ssi Sres an er tied etait a EAEra s Sea sta PERAE eshte 3 11 1 Metastorm specific settings nains jing iee edie ois sided ee rd petite 4 Installation Troubleshooting ccccsssesssseesssseessssseeesoeeesenesesssaeesseeseseseeevaeneesesevesaenesenesessneanaes 4 1 Progress Bar stops at 0 and installation freezes or fails sesesecesecesseeseseseseceesceteseseensseseneaeesesesees 4 2 Engine Service Does Not Start Up Automatically On First Reboot ssesssseesseeeseressrressresesrsesrresseress 4 3 Engine Service Fails to Start Up with Oracle Database ses ssseesesesesesssssesesssstesstesstesrtseresessreesrresseess 4 4 Engine Becomes Unresp nsi Vesien s en e E EE A E En EENS 4 5 Access denied error when connecting to the Engine es seesssssesssessesesestsesssessresstessteesstesereereeereeeseees 4 6 Unable to access the BPMEngine Net URL uu eeesessssseessssescseeseeesesecucscecescessscseseucaeeeeueseaneneneeeeseaes 47 Problems Using Non ASCII Characters in Scripts 48 Web client login page displays Service Unavailable on Windows Server 2003 49 Unable to access Web Extension hssr tsnena aroe oee Koera eea Ee V aA roe aN TE Eea EE NEEESE 4 10 Web client does not function as expected se sseessesesesesesssesstssstesstessttsstteertsestteesttesstestesstrsnteentreseeeseee 4 11 HTTP 403 Forbidden error returned when opening the Web Client 00 00 csessscesestsseeseseeneneesesesees 4 12 Web client opens b
62. ernel exe msiexec exe idriver exe IsUninst exe IsUn16 exe Uninst exe Uninst16 exe To end previously running installation processes 1 Select each process 2A Select End Process GY Refer to InstallShield Consumer Central http consumer installshield com for further details in troubleshooting common installation problems 2 4 2 Install Metastorm BPM To install Metastorm BPM 1 Insert the Metastorm BPM Release 7 6 CD in your CD ROM and a Ifthe drive is Configured to autorun the installation procedure starts automatically and Metastorm BPM displays the Autorun Menu Click the Install Metastorm BPM button or Metastorm BPM Release 7 6 May 2008 Page 9 Metastorm BPM Release 7 6 b Ifthe drive is not configured to autorun open Windows Explorer navigate to the files on the CD and double click autorun The installation autorun dialog is displayed gt Before you install gt Redistributables gt Install Metastorm BPM gt Documentation gt Metastorm Integration Manager gt Browse CD gt Metastorm Converter gt Metastorm Mail Clients only package www metastorm com Exit Figure 4 Autorun screen A If setup exe is selected the Autorun screen is not displayed 2 When the Set up Wizard is started click Next gt to continue The Readme is displayed iS Metastorm BPM Version 7 Setup Wizard Readme Please read the Following information carefully
63. etup starts the Process Engine service when the install is complete If the Process Engine service cannot be started for any reason this will be recorded in the Event Log The Metastorm setup wizard is now completed 4 Click the Finish button After the installation is complete you may need to restart your machine for the new configuration to take effect The installation will prompt you with an appropriate message a If you do need to restart your machine ensure you log in as the same user who performed the installation a Web users should delete their browser cache including cookies after applying the installation a Installation of the Metastorm Web Extensions may require a manual restart of the WWW service after the installation completes Metastorm BPM Release 7 6 May 2008 Page 27 Metastorm BPM Release 7 6 3 POST INSTALLATION After the Metastorm BPM installation you may need to perform some of the following configuration tasks depending on your installation 3 1 Configuring the Metastorm Process Engine Database You will need to create the various database tables needed by Metastorm BPM and install the latest Metastorm stored procedures before you can start the Engine if you chose to install the Engine with e Oracle e SQL Server if you did not choose to set up the database during the installation This database does not need to reside physically on the same server as the Process Engine amp R
64. g ActiveX Control DLL Outlook client Notify and Client Components MFCDLL Shared Library Retail Version Engine Designer Microsoft Common Controls 2 ActiveX Control DLL Outlook client Notify and the client components Windows Common Controls ActiveX Control DLL Outlook client Notify and the client components Visual Basic Virtual Machine Outlook client Notify and the client components Microsoft R C Runtime Library Engine Designer Microsoft R C Runtime I O Library Engine Designer Microsoft R C Runtime Library Engine Designer MSXML 4 0 Metastorm web part for SharePoint Server Engine Web Extensions and Client Components Metastorm BPM Release 7 6 May 2008 Page 95 Metastorm BPM Release 7 6 Third Party software Metastorm BPM component MSXML 3 0 Client Components Microsoft OLE 2 40 Engine and Client Components Borland Delphi standard VCL type library 3 0 All components Borland Delphi standard VCL type library 4 0 All components Dinkum C Library for VC Engine TABCTL32 OLE Control DLL Outlook client Notify and the client components Microsoft Windows Installer Service Engine 2 0 3 1 All components Table 4 Third party software installed with Metastorm BPM Page 96 May 2008 Metastorm Inc 2008
65. he Client user s roles on the Engine computer To add this user Metastorm BPM Release 7 6 May 2008 Page 33 Metastorm BPM Release 7 6 1 In the Component Services administrative tool locate the Metastorm Process Engine entry 2 Right click on the Metastorm Process Engine Roles Client Users tree item and select the New User menu option 3 5 Configuring the Engine s Web Service Interface By default the Engine s TP Web Service has a maximum value for the size of client requests of 4 Meg This is the default for ASP NET applications It means for example that attachment requests larger than this value will be rejected To overcome this limitation a web config file needs to be added to the virtual directory that hosts the web service TPWebService asmx and include the following lt system web gt lt httpRuntime maxRequestLength 40000 gt lt system web gt The above will allow requests up to 40Mb 3 6 Configuring the Engine NET Interface The Release 7 6 NET Interface retains backward compatibility with 7SR1 Clients that use this interface who are upgrading from 7SR1 can continue to work as before against the 7 6 engine When Metastorm Release 7 6 is upgraded from 7SR1 the existing 7SR1 files remoting config and web config are renamed remoting config backup and web config backup New files web config orremoting config are created containing services for 7 6 and 7SR1 The new files can be edited as require
66. icon in the list below to change how a feature is installed Feature Description Metastorm Process Eue A Manages all Metastorm Metastorm Web Extensions processes and is the Metastorm Designer connection point for Metastorm Administrative Tools Metastorm cients Metastorm Mail Clients Metastorm Public Access Metastorm Directory Services Metastorm Services for Microsoft Biztalk This feature requires 17MB Metastorm Windows Single Sign On on your hard drive It has 0 Metastorm MQ Integration of 1 subfeatures selected The subfeatures require Metastorm SharePoint Integration Pale ae yor hard Ahe i li C Program Files Metastorm BPM Engine Figure 7 Metastorm BPM Custom Setup Use the drop down lists to specify which Metastorm components and features you want to install Metastorm BPM Release 7 6 May 2008 Page 11 Metastorm BPM Release 7 6 There are prerequisites to installing certain Metastorm components which include the installation of third party software The Metastorm BPM installation checks to see whether these prerequisites have been met Components whose prerequisites have not been met appear as unselected in the Custom Setup dialog If you select one of these components you will not be able to proceed with the installation amp Refer to the Installation Prerequisites guide for details of software prerequisites for each component a If you do not have enough disk space for the sel
67. ig xml amp For information on the role of the Service List Provider refer to the Deployment Guide 8 Click the Next button The display that follows will depend on the selection of DCOM or HTTP 2 8 1 HTTP Setup If you specified the Connection type as HTTP the Metastorm HTTP Setup screen is displayed ie Metastorm BPM Version 7 Setup Wizard Metastorm HTTP Setup Specify HTTP details HTTP port Proxy detalis For HTTP connection of Server Metastorm Web Extensions please specify proxy details if Port required Username Password Confirm password Figure 24 Metastorm HTTP Setup 1 Specify the HTTP details in the fields provided 2 Click the Next button Metastorm BPM is Ready to Install screen is displayed Page 26 May 2008 Metastorm Inc 2008 Installation Guide i Metastorm BPM Version 7 Setup Wizard Metastorm BPM is ready to install The wizard is ready to begin installation Click Install to begin the installation Tf you want to review or change any of your installation settings click Back Click Cancel to exit the wizard Figure 25 Ready to Install You have made all of the setup choices necessary for installing Metastorm BPM on this system 3 Click the Install button to start the Metastorm BPM installation Metastorm BPM is installed using the parameters you specified A progress bar informs you of completion Ifthe Automatic start up mode has been chosen s
68. ignificant performance improvement 1 Start up the Oracle Net Configuration Assistant application The Oracle Net Configuration Assistant Welcome screen is displayed Page 64 May 2008 Metastorm Inc 2008 Installation Guide Oracle Net Configuration Assistant Welcome Figure 48 Net Configuration Assistant 2 Select the Local Net Service Name configuration option The Configuration Assistant displays the following screen Oracle Net Configuration Assistant Net Service Name Configuration Lal Reconfigure Delete Rename Test Figure 49 Net Service Name Configuration 3 Select the Add option and then click the Next button 4 Enter the Service Name also known as the Host string used to represent this connection We recommend that this is the same as the Net Service Name which you will enter in step 10 This is usually set to MetBPM Metastorm BPM Release 7 6 May 2008 Page 65 Metastorm BPM Release 7 6 Oracle Net Configuration Assistant Net Service Name Configuration Service Name x Figure 50 Service Name 5 Click the Next button 6 On the following screen select the protocol you want to use in this case TCP Oracle Net Configuration Assistant Net Service Name Configuration Select Protocols Figure 51 Select Protocol 7 Specify the TCP details which identify the server machine on which the DBMS runs Page 66 May 2008 Metastorm In
69. ions gt lt parameters gt Where operations includes addwppack deletewppack enumwppapcks And parameters includes url name globalinstall force filename farm For more information about a specific WPAdmin exe command line option type the following line at the command prompt Metastorm BPM Release 7 6 May 2008 Page 91 Metastorm BPM Release 7 6 wpadmin Adding a Web Part Package To use the WPAdmin exe command to deploy a Web Part package on a server running Windows SharePoint Services open a command prompt and then type the following command wpadmin exe o addwppack filename Web Part Pack Name url URL globalinstall force If you want to install a Web Part package on a virtual server when the Web Part package is already installed on another virtual server on the same computer use the following command wpadmin exe o addwppack name Web Part Pack Name url URL globalinstall1 force Switches The following switches can be used Switch Description url Specifies the URL of the virtual server on which you want to install the Web Part package Note If you do not use this switch then the package is installed on all Windows SharePoint Services enabled virtual servers on the computer name Installs a Web Part package to a virtual server from the Configuration database When the package is installed on the computer for the first time WPAdmin exe makes a copy of the
70. istrator rights to do this However you must have Power User administration rights on this computer in order to e Set up local groups during installation e Add users from the domain to local Metastorm groups after installation If you are installing Metastorm BPM in order to review the software or test a procedure and only want one user to have access to it Don t setup any groups at this time No Metastorm groups will be added 9 Select the appropriate option and click Next The e mail setup dialog is displayed see Figure 14 below 2 6 Configuring email To set up Metastorm Engine Mail Connectors you must specify an email account The responses you provide on the Mail Connector dialog windows populate a registry key that will be read by the Engine amp For more information about this registry key refer to the Administration Guide fe Metastorm BPM ersion 7 Setup Wizard x Metastorm Process Engine Mail Connector Setup Specify connector parameters E mail address Please specify the default e mail address for yourname yourcompany com the Metastorm Process Engine Web Server Name The Metastorm Process Engine can be configured to send alerts via e mail containing JLPT 612 a hyperlink to the service generating the alert To use this Facility please specify the web Extensions virtual folder name server name or IP address and the virtual Folder For a server hosting the Metastorm Web Metast
71. ize Dialog box select Metastorm and click Delete 2 2 3 Backing up files When Metastorm BPM is uninstalled files are removed from the hard drive Any files in the Metastorm folder or e Work folder and its subfolders that you wish to keep must be backed up before you start to uninstall 2 2 4 Uninstalling Metastorm BPM To remove an installation of Metastorm BPM 1 Close down Microsoft Outlook Page 4 May 2008 Metastorm Inc 2008 Installation Guide 2 Select the Add Remove programs option from the Windows Control Panel 3 Select Metastorm e Work or Metastorm BPM from the Currently Installed Programs 4 Click the Change Remove button ra If the full product is installed along with the Managers Edition or the SDK you must uninstall the full product last to retain necessary registry settings 2 3 Third Party Software Installed with Metastorm BPM When the Metastorm BPM Setup is run some third party software may be installed depending on the components selected amp Refer to Appendix G for details of this software 2 4 Starting the Installation 2 4 1 Prerequisites to running Metastorm BPM installation Successful installation of Metastorm BPM requires certain conditions and prerequisites to be in place so that installation utilities such as Microsoft Windows Installer and InstallShield operate correctly Ensure that the following actions are taken prior to executing Metastorm BPM installati
72. kies e Clear the browser cache e Restart the Web Client 4 11 HTTP 403 Forbidden error returned when opening the Web Client ASP NET IIS Extensions may need to be reinstalled To do this 1 Open the Command Prompt 2 Navigate to the NET framework version 2 0 folder For example c Windows Microsoft NET Framework v2 0 50727 Page 46 May 2008 Metastorm Inc 2008 Installation Guide 3 Run the following command aspnet_ regiis I amp For instructions on adding Default aspx refer to section Error Reference source not found 4 12 Web client opens but no text is displayed on the main page If the Web client opens but no text is displayed on the main page and the filter on the left contains the following text lt WebHandler Language C Class esFilterTreeHandler CodeBehind FilterTree cs gt the ASP NET IIS Extensions may need to be reinstalled OS For instructions on reinstalling the IIS Extensions refer to section 4 11 4 13 Timed Actions stop being processed With a configuration of a SQL Server DBMS on a separate machine to the Process Engine it has been observed that timer processing can stop unpredictably no errors are logged in the event log and there are no entries in the designer log This behavior may arise due problems in the DTC configuration To investigate whether DTC is the cause 1 Look up Microsoft article How to Use DTCTester tool article id 293799 from the Micro
73. mportant to close all applications to ensure successful installation of Metastorm BPM Some of the most common applications running in the background that are known to interfere with installations are antivirus software the IntelliMouse application and audio players Close all applications in the System Tray and follow up by closing applications that appear in the Task Manager Configure the DCOM Settings on the machine Installation may fail if your computer has insufficient Component Object Model COM access permissions or the COM Default Impersonation Level is set incorrectly The most common errors received related to COM are Setup failed to launch installation engine Access is denied and Error installing Ikernel exe access is denied To modify the COM access permission settings on your computer 1 Select Start gt Run 2 Type dcomenfg Click No if any warning screens appear The Component Services dialog is displayed 3 Double click Component Services 4 Double click Computers My Computer will be listed in the right pane Page 6 May 2008 Metastorm Inc 2008 Installation Guide t Component Services sy File Action View Window Help 9 2m xX t Ae Ol C Console Root B Component Services J Computers 4 Event Viewer Local Services Local Figure 1 Component Services dialog 5 Right click My Computer and select Properties The My Computer Properties dialog open
74. n a computer running Windows SharePoint Services open a command prompt and then type the following command wpadmin exe o enumwppacks name Web Part Pack Name url URL Switches The following switches can be defined Switch Description url Specifies the URL of the virtual server that contains the Web Part packages that you want to enumerate If you do no use this switch then the list includes all packages that are installed on all Windows SharePoint Services enabled virtual servers on the computer Metastorm BPM Release 7 6 May 2008 Page 93 Metastorm BPM Release 7 6 name Determines if the specified Web Part package is installed Page 94 May 2008 Metastorm Inc 2008 Installa tion Guide APPENDIX G THIRD PARTY SOFTWARE INSTALLED WITH METASTORM BPM When the installation is run certain third party software is installed in addition to the Metastorm BPM components The installation checks whether this software already exists on the machine If a previous version exists the software is updated If the software does not exist then it is installed The following table summarizes the third party software that may be installed and lists the Metastorm BPM components that depend on this software Third Party software Metastorm BPM component ATL Module for Windows Engine Microsoft Component Category Engine Manager Library CMDialo
75. o Application Management and select Create or extend web application 14 Select Extend Web Application 15 Select the Web Application you have just created 16 Click on the link to Open your newly created site 17 Click the Site Actions button 18 Select Create to create your Document library and Web Part Page 19 Metastorm Web Extensions are now configured on WSS 3 0 Page 86 May 2008 Metastorm Inc 2008 Installation Guide Deploying Metastorm Web Parts The following steps describe how to install the Metastorm Web Parts for WSS 2 0 The steps are the same for all supported versions of SharePoint Two sets of sample batch files are provided by the installation to assist with this process For WSS 2 0 using WPAdmin exe e SharePoint 6 0 Sample Metastorm webparts deploy bat e SharePoint 6 0 Sample Metastorm webparts undeploy bat For WSS 3 0 and MOSS 2007 using STSAdmin exe e SharePoint 7 0 Sample Metastorm webparts deploy bat e SharePoint 7 0 Sample Metastorm webparts undeploy bat 1 Once install completes browse to the installed location for example C Program Files Metastorm BPM SharePoint Web Parts 2 Edit the Sample Metastorm webparts deploy bat 3 Change the text to instantiate the required language directory for example English MetastormWebParts cab or Spanish MetastormWebParts cab 4 Run the batch file to install web parts to all WSS extended sites Alternatively specify additi
76. on e Logon as a user with administrative rights on the machine e Clean the Temp directory e Close applications running in the background e Configure the DCOM settings on the machine e Detect and end any installation processes running from previous installations Clean the Temp Directory The Temp directory is a folder used to store temporary files When a program ends the temporary files are deleted However sometimes these files are not deleted for example when a program is aborted Cleaning or deleting the contents of the Temp directory frees up space on the hard disk a Do not delete the Temp directory itself Delete only the files and folders in the directory To clean the Temp directory 1 Open Windows Explorer by either double clicking the My Computer icon on your desktop or select Start gt Explore Metastorm BPM Release 7 6 May 2008 Page 5 Metastorm BPM Release 7 6 Explorer is opened 2 Navigate to the location of the Temp directory in the address bar type TEMP and press the Return key 3 Select Edit gt Select All 4 Select File gt Delete or press the delete key 5 Click Yes or Yes to All in the dialog that appears Close Applications Running in the Background Background applications running on your computer can interfere with an installation process Most of these applications appear in the systems tray for example antivirus software and audio players It is i
77. onal options for WPAdmin exe as per stsadm exe web parts deployment options see Microsoft SharePoint documentation on stsadm exe 5 The next step is to change the Code Access Security CAS settings for the Metastorm Web Parts i The configuration file web config specifying the security level is located in the directory of the web site s extended by SharePoint Services e g C WSS ii Make a note of the current trust level in web config This is defined by the level attribute of the lt trust level gt element in the web config file for example WSS_Minimal iii Open the SharePoint security policy file corresponding to the trust level for example wss_minimaltrust config these are located in the SharePoint directory by default For WSS 2 0 C Program Files Common Files Microsoft Shared web server extensions 60 CONFIG Metastorm BPM Release 7 6 May 2008 Page 87 Metastorm BPM Release 7 6 P iv For MOSS 2007 and WSS 3 0 C Program Files Common Files Microsoft Shared web server extensions 12 CONFIG Add the following section inside the FirstMatchCodeGroup tag immediately after the closing tag of IMembershipCondition AllMembershipCondition tag and just before the first UnionCodeGroup ASP Net tag lt CodeGroup class UnionCodeGroup version 1 PermissionSetName FullTrust gt lt IMembershipCondition version 1 class StrongNameMembershipCondition PublicKeyBlob 0024000004800000
78. or the user 6 Select the Default Tablespace This must be the first one created in the previous subsection i e METASTORM _DATA ake Select the Temporary Tablespace This should be the pre existing TEMP tablespace A The user created above will own the database schema you are about to create in the METASTORM _DATA tablespace 8 Click on the Role link The Metastorm user has the CONNECT privilege by default You also need to add the RESOURCE privilege 9 Click the OK button 10 Click on the System Privileges link 11 Add the following privileges e CREATE SEQUENCE Metastorm BPM Release 7 6 May 2008 Page 73 Metastorm BPM Release 7 6 e CREATE VIEW 12 Click the OK button The user is added to the list of users You can now set up the Metastorm database Running the Database Script Metastorm BPM is supplied with a set of ORACLE database scripts Database Schema The following scripts create the main database schema objects for Metastorm BPM e Oracle Create Tables SQL e Oracle Create Indexes etc SQL e Oracle MQ Create SQL only required for MQ support Stored Procedures The following scripts hold the definitions for the stored procedures which contain the business logic for Metastorm BPM which should be run in the order below e eWorkTypes SQL e eWorkPackage SQL e eWorkProcedures SQL If the Process Metadata Service installed with Metastorm BPM additional stored procedures need to b
79. orm extensions Installshield E Cancel Figure 14 Engine Mail Connector Selection 1 Enter a reply to E mail address for the Process Engine 2 Enter the virtual folder name of the web site that will be hosting the Metastorm web extensions This allows the Engine to be configured to send alerts via email The alert email messages will contain a URL link to the Metastorm folder Metastorm BPM Release 7 6 May 2008 Page 17 Metastorm BPM Release 7 6 a Accented characters may not be used in the virtual folder name 3 Click the Next button 2 6 1 SMTP Setup The SMTP Setup dialog displayed i Metastorm BPM Version 7 Setup Wizard Metastorm SMTP Setup Please select prefered types Locale ID ee The Locale ID represents the code page identifier to be used fizs2 For all messages If no value is set the connector uses the Current User locale settings from the registry Format Basic text The bodies of the e mails generated by this connector g can either be sent in either basic text or HTML format Onm Figure 15 Metastorm SMTP set up Specify the following SMTP related information e Locale ID which represents the code page identifier to be used for all email messages a 1252 represents the western European character set For other character sets refer to Unicode definitions for example 1251 is used for eastern European languages and 65001 UTF 8 is suitable for the Russian and Kanji charact
80. page characters If customers need this capability for example using Japanese characters in a script then they will need to use an equivalent Unicode database See SMTP Setup for details of setting up code pages for e mail a This Appendix is relevant for Oracle and SQL Server Metastorm BPM Release 7 6 May 2008 Page 83 Metastorm BPM Release 7 6 APPENDIX F INSTALLING THE METASTORM BPM WEB PARTS FOR SHAREPOINT SERVER This Appendix describes how to install the Metastorm Web Part for Windows SharePoint Services if you have selected this feature from the Custom Install screen amp For information on installation prerequisites refer to the Installation Prerequisites and Supported Environments guides Post installation steps are required to deploy web parts to the required SharePoint virtual server s Upgrading Windows SharePoint Services to NET 2 0 WSS 2 0 only You must ensure that your Microsoft SharePoint Services WSS are running under NET 2 0 1 Open the IIS Administration Tool 2 Right click on your MetastormWSS site and select Properties 3 Select the ASP Net tab and ensure that the ASP Net version 2 0 is selected 4 Follow the instructions in the knowledge base article below http support microsoft com kb 894903 For example stsadm o upgrade forceupgrade a You cannot copy and paste the above example to the command line You must type it in manually amp Metastorm WSS Int
81. perating system WESMSWIN1 252 Setting character set to Unicode AL32UTF8 enables you to store multiple language groups C Choose from the list of character sets VEE National Character Set AL1GUTF16 v Default Language ENGLISH Default Date Format UNITED KINGDOM All Initialization Parameters Finish Figure 45 Initialization Parameters 12 Select the Character Sets tab and select Use Unicode AL32UTF8 Page 62 May 2008 Metastorm Inc 2008 Installation Guide It is essential to select the Unicode type AL32UTF 8 to ensure data is interpreted correctly A The database character set specifies the encoding to be used in the CHAR VARCHAR and CLOB datatypes The AL32UTFS character set supports the latest version of the Unicode standard It encodes characters in one two or three bytes Supplementary characters require four bytes 13 Click Next The Database Storage dialog is displayed amp Database Configuration Assistant Step 11 of 12 Database Storage storage E Controtfile Database Storage Datafiles p From the Database Storage page you can specify storage parameters for the database Redo Log Groups creation This page displays a tree listing and summary view multi column lists to allow you to change and view the following objects Control files Tablespaces Datafiles Rollback Segments Redo Log Groups From any obje
82. pgrade Virtual Server 8 In the list of virtual servers click the web site created above for example WSS 9 Select the Extend and Create a Content Database link 10 Select the StsAppPool1 and Predefined 11 Enter a user and an email address and click OK 12 SharePoint is now available through the new port for example http localhost 808 1 13 You may need to switch the newly created website to run under anonymous access or the pages will not display MOSS 2007 This section is not applicable for MOSS 2007 as it does not install to the default Application Pool so no conflict arises Metastorm BPM Release 7 6 May 2008 Page 85 Metastorm BPM Release 7 6 WSS 3 0 1 Go to the SharePoint 3 0 Central Administration site via the Administrative Tools 2 Select Application Management 3 Select Remove SharePoint IIS from Web Site 4 Select Change Web Application 5 From the list select the Web Application Sharepoint 80 which has been created by default 6 Remove Sharepoint 80 from the default port 80 7 Open IIS and start your Default Web Site This will have stopped due to the Port 80 conflict 8 Go to the SharePoint 3 0 Central Administration site 9 Select Application Management 10 Select Create or extend web application 11 Create a new Web Application and fill in the fields as required 12 Click Create Site Collection to create your top level site 13 Go back t
83. r right click option in Vista 3 10 Testing the Installation When Metastorm BPM is installed the database has been configured and the relevant post installation steps have been taken you should test the installation by publishing and using a sample procedure Follow the instructions set out below to test Metastorm BPM e Engine e Designer e Users and Roles tool e Clients e Database tool which is included in the Metastorm Services Manager 3 10 1 Publish a Library and Procedure Follow these steps to publish a sample library and procedure This will test the Services Manager Database tool and the Metastorm Process Designer 1 Start the Metastorm Services Manager Administration Tool 2 Right click on the Metastorm Database item on the tree and select the Connect menu option A Connect dialog is displayed Page 36 May 2008 Metastorm Inc 2008 Installation Guide 3 Enter the database connection details and click on OK A Inthe Database field select the data source referring to the database The default ODBC data source name set up during installation is Metastorm Connect Please enter your database connection details Username 4 Pesswod f Database Metastom gt Cancel Figure 29 Database connection details 4 Right click on the Metastorm Database item on the tree and select the Publish menu option A file browsing dialog is displayed 5 Locate the sample library Sample Library
84. rameters then please contact the Metastorm BPM Support Department Press Return to continue Figure 59 Running the Database Script 6 Press the Return key to continue The script prompts you for tablespace names When the scripts complete without warnings you have finished setting up to work with Metastorm BPM Creating ODBC Data Source Settings You must create a data source that refers to the database The data source name DSN must be entered into the Oracle ODBC DSN field during the Metastorm BPM installation see page 23 Page 76 May 2008 Metastorm Inc 2008 Installation Guide amp Refer to the section on Setting up the ODBC Data Source in Appendix A Setting up SQL Server to Work with Metastorm BPM for further information Troubleshooting Information about the database to which the Engine should connect is stored in the registry If the Engine fails to start you should check the following registry keys e For ODBC HKEY_ LOCAL MACHINE Software Metastorm e Work Engine Database Under this key there should be an entry for CONNECTION with the value ODBC DSN Metastorm UID lt gt PWD lt gt Where the correct UID and Password are entered instead of the angle brackets lt gt e For OLEDB HKEY_ LOCAL MACHINE Software Metastorm e Work Engine Database Connectors Oracle DBC DotNetConnection or HKEY_ LOCAL MACHINE Software Metastorm e Work Engine Database Connectors S
85. s 6 Select the Default COM Security tab My Computer Properties General Options IL Detault Properties Default Protocols MSDTC COM Secunty Access Permissions You may edit who is allowed default access to applications You may also set limits on applications that determine their own permissions Edit Limits Launch and Activation Permissions You may edit who is allowed by default to launch applications or activate objects You may also set limits on applications that determine their own permissions Edit Limits Edit Default Figure 2 COM Security 7 In the Access Permissions section click Edit Default The Access dialog opens 8 Ensure that your user account and the SYSTEM account are listed and the Access Permission check box for each of them is selected Metastorm BPM Release 7 6 May 2008 Page 7 Metastorm BPM Release 7 6 Access Permission Default Security Group or user names g Administrators SNORRIS Administrators Everyone s Forrest Andrew aforest internal metastorm com E2 SYSTEM Add Remove Permissions for Administrators Allow Deny Local Access Remote Access Figure 3 Access Permissions dialog 9 To add your User Account or SYSTEM i Click Add The Select Users or Groups dialog opens ii In the Select this object type field make sure that at least Users is entered If not click Object Types and select Users
86. s sql n 4 Run the stored procedure creation scripts osql Usa P d Metastorm i C Program Files Metastorm BPM Engine Database SQL scripts eWorkProcedures2005SpecificEnhancements sql n The location for the scripts in steps 1 to 4 above may vary depending on where the engine has been installed a The example above assumes e userid of sa and an empty password To use trusted security omit the U and P switches and use E instead e a database name of Metastorm A We recommend you use the OSQL tool provided with SQL Server 2005 Express Edition or download the query tool from http www msde biz to run the scripts Please do not attempt to use the Metastorm Query administrative tool for this purpose Page 80 May 2008 Metastorm Inc 2008 Installation Guide APPENDIX D USING THE HTTP LISTENER The Metastorm HTTP Listener provides an alternative to DCOM through which Metastorm clients can connect to the Process Engine and Service List Provider It enables administrators to e Provide Metastorm BPM service access simply by pointing users to an HTTP port without granting DCOM rights e Give all Windows users access to the Process Engine without granting access permissions e Avoid having to use a domain account for the anonymous user with IIS The HTTP Listener is installed during installation and works with e Microsoft Windows XP Professional e Microsoft Windows Server 2003 The HTTP listener is an IS
87. s username and password If the value SQLNET AUTHENTICATION_SERVICES is set to NTS and the Oracle system hasn t been correctly configured for operating system authentication setting this value to NONE will force only username and password authentications and should resolve the issue Metastorm BPM Release 7 6 May 2008 Page 43 Metastorm BPM Release 7 6 4 5 Access denied error when connecting to the Engine If you receive an Access Denied error when attempting to login through a web server bear in mind Page 44 The IIS account assigned as the IIS anonymous user needs to be listed as one of the client accounts for the Engine s COM application client roles under Component Services If the Engine is on a remote machine it will not be able to select the IIS anonymous user of the web server machine as a client account by default This is because the anonymous user account of a default installation of HS is a local account specific to that web server machine usually USR_ lt Machine Name gt Therefore to allow it access to the Engine via DCOM the anonymous user account must be upgraded to a network visible account domain account This is not a requirement when communicating to the Engine via the HTTP listener see point below If a domain account cannot be given to the anonymous IIS user then a workaround is to set up a local account on both the web server machine and the Engine machine with exactly the same
88. se 7 6 May 2008 Page 3 Metastorm BPM Release 7 6 2 1 Prerequisites Before installing Metastorm BPM a number of prerequisites must be met a For details of conditions which must be fulfilled before installing Metastorm BPM refer to the Installation Prerequisites guide a For details of the supported environment refer to the Supported Environments document 2 2 Uninstalling Previous Versions of Metastorm BPM ra Previous versions of Metastorm BPM prior to Version 7 are referred to as e Work If the Metastorm BPM Setup detects that a version of Metastorm BPM earlier than Version 7 is installed it will display an error message and will not continue with the installation 2 2 1 Uninstalling the Version 6 Web Part for SharePoint Server When you uninstall Metastorm BPM from a machine with the Version 6 Web Part for SharePoint Server this Web Part is also uninstalled This action however will not uninstall the Web Part from the SharePoint Portal Server machine For successful removal of the Web Part for SharePoint Server you should follow uninstall instructions in the Version 6 x documentation 2 2 2 Uninstalling the Outlook toolbar When uninstalling earlier versions of Metastorm BPM the Metastorm toolbar in Outlook is not removed Users are advised to remove the Metastorm toolbar manually using the Customize option in Outlook The option is available under the Tools menu or by right clicking on an Outlook toolbar In Custom
89. soft support website 2 Download and install the tool to the Process Engine machine 3 Run DTCTester as described in the instructions taking care to specify the same DSN user id and password that the Engine is using These can be found in the registry entry Connection HKLM SOFTWARE Metastorm e Work Engine Database Check the test output against what the article advises to see whether the tool completed successfully or not 4 If tests with the DTCTester tool yield errors this indicates problems with the DTC configuration The Microsoft article lists possible reasons for this When using Windows 2003 Server we have found there were two areas on which to focus Metastorm BPM Release 7 6 May 2008 Page 47 Metastorm BPM Release 7 6 1 Ensure that network DTC access is enabled on both the Process Engine and database servers Step one of the Microsft article HOWTO Enable DTC Between Web Servers and SQL Servers Running Windows Server 2003 article id 555017 describes how to do this 2 It may be necessary to amend the DTC security configuration The Microsoft article XACT_E_NOENLIST error message in DTC and SQL Server article id 831425 describes where these settings may be amended ra It may be helpful to use the DTCPing tool to assist with further diagnosis 4 14 Error Connecting to Designer from Remote Desktop If an attempt is made to run the Metastorm Designer or to run a database migration
90. stener Virtual folder name field The HTTP Listener which is used when clients connect to the Engine via HTTP will be installed to this folder The default is escripts A Accented characters may not be used in the HTTP Listener Virtual folder name 2 Click Next The Access Methods for Net clients screen is displayed Metastorm BPM Release 7 6 May 2008 Page 13 Metastorm BPM Release 7 6 i Metastorm BPM Version 7 Setup Wizard Access Methods for NET clients Select connection type and review virtual folder name Type Select the connection method s that will be exposed to the remote High Performance method TCP Net clients by the Engine Open method HTTP Requires IIS NET Clients Access Virtual Folder name BPMEngine NET Cancel Figure 10 Access methods for Net clients 3 Enter the connection method either TCP or HTTP Click Next Metastorm BPM displays the Process Engine Service screen i Metastorm BPM Version 7 Setup Wizard Metastorm Process Engine Service Specify how the Metastorm Process Engine service shall be run Please select how you want the Metastorm Process Engine service to start Start up type The Metastorm Process Engine will be installed as a d service Please specify the settings for the Manu Metastorm Process Engine service start up mode O Automatic If you select Automatic option the Metastorm Process Engine service will be started at the en
91. storm Inc 2008 Installation Guide ter ASP NET Configuration Settings Common compilation page and runtime settings Page language default c Page theme default Page master default C Enable debugging Request execution timeout seconds Globalization settings Request encoding utf 8 Response encoding utf 8 Eile encoding Culture af ZA Ul culture af Identity settings Local impersonation User name Password Path ARTURVALITOVXP Defaut Web Ste Metas OK Figure 27 ASP NET Configuration Settings 4 Select the Application tab 5 In the Identity settings check the Local impersonation checkbox 6 Set the user to a domain level account that is commonly known to both the Metastorm web extensions computer and Metastorm Engine computer On Windows Server 2003 1 Start the Internet Information Services Manager and select the application pool to which the Metastorm web extensions were installed The default is MetastormWebAppPool N Right click and select the Properties menu option The Properties dialog is displayed 3 On the Properties dialog select the Identity tab 4 Set the user to a domain level account that is commonly known to both the Metastorm web extensions computer and Metastorm Engine computer 3 4 2 Adding the account information to the Engine computer The domain level user account that was added to the web extensions computer must also be added to t
92. t A A Asearch Favorites meda lt 4 Br 3 Ei Address amp http qasvr04 5500 em console database databaseObjectsSearch event search amp otype user amp target qaora1 0g amp type oracle_database ORACLE Enterprise Manager 10g Setup Preferences Help Logout Database Control Database gaoral0g gt Users Logged in As SYS Users Search Name ee To run an exact match search or to run a case sensitive search double quote the search criteria The wildcard symbol can still be used in a double quoted search string Results Eat view X Delete Create Like Go ANONYMOUS EXPIRED amp 20 Oct 2004 SYSAUX TEMP DEFAULT 10 Mar 2004 LOCKED 12 16 57 PDT 00 44 18 PST crxsys EXPIRED amp 20 Oct 2004 SYSAUX TEMP DEFAULT 10 Mar 2004 LOCKED 12 16 57 PDT 00 42 49 PST DBSNMP OPEN SYSAUX TEMP MONITORING_PROFILE 10 Mar 2004 00 14 51 PST C DIP EXPIRED amp USERS TEMP DEFAULT 10 Mar 2004 LOCKED 00 05 08 PST C DMSYS EXPIRED amp 20 Oct 2004 SYSAUX TEMP DEFAULT 10 Mar 2004 LOCKED ami _ 00 41 39 PST C JEXFsys EXPIRED amp 20 Oct 2004 SYSAUX TEMP DEFAULT 10 Mar 2004 LOCKED 12 16 57 PDT 00 30 34 PST C JCMEVE6 OPEN JCMEV56_EWORK_DATA TEMP DEFAULT 09 Feb 2005 13 09 00 PST C MDDATA EXPIRED amp 20 Oct 2004 USERS TEMP DEFAULT 10 Mar 2004 LOCKED 12 16 57 PDT 00 51 12 PST zl i Sees aS f an E Done E tocal intranet Figure 57 Users
93. tastorm Inc 2008 Installation Guide Vil Check the Allow checkbox for the Local Launch and Remote Activation permissions e For Outlook Clients attempting to connect to a Windows 2003 or XP Engine machine you need to ensure that in addition to the Client being as member of the Metastorm BPM Clients group The Metastorm BPM Clients group is allowed remote access by the COM policy for the Engine machine To do this i Access the Component Services Control Panel applet ii Open the Component Services node the Computers node then the My Computer node iii Select the Action menu then the Properties dialog iv Select the COM Security tab v In the Access Permissions section press the Edit Limits button vi Select the Metastorm BPM Clients group vii Ensure that the Allow checkbox for the Remote Access permissions is checked 4 6 Unable to access the BPMEngine Net URL When a client using the Engine s NET interface attempts to connect to an engine on another machine the following error may be reported Access denied 401 error To resolve this problem open the Internet Information Services administration tool and change the BPMEngine Net virtual folder to turn on Integrated Windows Authentication AWA 4 7 Problems Using Non ASCII Characters in Scripts This problem may occur if the procedure was written on a computer using a different code page to the computer on which the browser used to access the Web Client is
94. the Allow Public Access check box 4 For the Guest Script File field select the eGuest JS script file from the Authentication directory under Program Files Metastorm BPM Engine 5 Enter the Guest user name 6 Click OK ra For security we strongly recommend the Guest user is not assigned any To Do or Watch list responsibilities in a Metastorm BPM process 3 9 Important information for Vista users The following limitations apply when running Metastorm BPM on Windows Vista 3 9 1 Unexpected behavior by the Vista UAC on startup Metastorm BPM Release 7 6 May 2008 Page 35 Metastorm BPM Release 7 6 On Windows Vista the engine service can only be started in manual mode or Automatic delayed start mode If either of these settings is not used then the next time the operating system is restarted UAC will hang which prevents the system working correctly The user is unable to launch services as this requires the UAC prompt If this situation does occur then it may be resolved by restoring the Last Known Good Configuration To do this 1 Restart the operating system 2 Press F8 before the Windows logo appears 33 On the Advanced Boot Options screen use the arrow keys to highlight Last Known Good Configuration and then press Enter After following these steps the process engine service is removed from the system 3 9 2 Running Designer under Vista The Designer must be run using the Run as Administrato
95. the virtual folder under which the Web Extensions are installed By default this is Metastorm For example http mywebserver Metastorm The login process depends on which SAP you have configured as part of setting up Open Authentication The two main types of login are Single Sign on and Manual Login e Single Sign on The User Name and Password fields at the bottom of the dialog do not appear and are replaced with text indicating that an Automatic Login is in progress No input is required from you as the system automatically performs the login based on your windows credentials In the web client however you must then select a service If the login is unsuccessful Metastorm BPM may display the manual login screen depending on how Open Authentication is configured on your system e Manual Login You must click on the service name in the left hand panel of the interface to login The login dialog is displayed You must enter your User Name and Password in the login dialog and then click the login button ra The login dialog will not appear if there is Pop up Stopper software installed on the Client PC Pop up Stopper software prevents pop up dialogs from appearing Ensure any software is configured to allow pop ups from the Metastorm server URLs Run the Sample Procedure To run the sample procedure 1 Click the Blank Forms button 2 Click on the Flight blank form from the Blank Forms list to open the Flight form
96. this utility can be found on the web site http www msdn microsoft com SQL Server 2005 Express Edition Installation SQL Server 2005 Express Edition must already be installed prior to running the Metastorm BPM installation The SQL Server 2005 Express Edition install package is included in the redist folder on your Metastorm BPM Installation CD The Metastorm BPM installation offers you the option to setup a database against an existing SQL Server 2005 Express Edition installation from the Metastorm Engine Database screen select the SQL Server Express Edition option It is possible to set up the SQL Server 2005 Express Edition database during the installation by clicking on the Setup now button on the Engine Database Setup screen If you did not choose this option during installation you can set up the database by following the procedure set out below Database Creation If required the database can be set up as follows 1 Create the Metastorm database This is done with the following command line osql Usa P Q Create Database Metastorm Metastorm BPM Release 7 6 May 2008 Page 79 Metastorm BPM Release 7 6 2 Run the table creation scripts osql Usa P d Metastorm i C Program Files Metastorm BPM Engine Database SQL scripts SQL Server Create sql n 3 Run the stored procedure creation scripts osql Usa P d Metastorm i C Program Files Metastorm BPM Engine Database SQL scripts eWorkProcedure
97. ting an Oracle User for Metastorm BPM ACCESS ssssssssessesssssececseeeeecseescseseeucacesesesesncucaceseueaesneneaeanenenees Running the Database Script w lt scse aun nanan antec nenen nia aeni ei iai Database Schema is scsclsissssdssssuacscstscssssdesaseciciasasnadaastsesssjeseoseastesessasssnacdueteescissasasssessuvassssuseaccucbesaasssesueggnseness Reporting Ms VST AION ssc dees eSececezeusc E tedesdsoasenca sh existe cassdaase cvestealncsdaaseva ceiei ta sadedeuaueseataa sasheataeansatsues eeatoateet Implementation sane wedded eae nba e Siena state ae ONAR A E aes Creating ODBC Data Source Settings cceeeecsesesesesesesesecessesescsesescesesesesesesesesesesesesesescecscnsseaeneneaeeeeeaeaeaesnenenees Troubleshooting iea a a E E leaves isueaeutues A E ANT Appendix C Setting up SQL Server 2005 Express Edition to Work with Metastorm BPM 79 SQL Server 2005 Express Edition Installation Database Creations scccccsvcesevicecvasestcce iu S EAEE EEEN EESE EEEE EEE EEEE EEEN Appendix D Using the HTTP Listener csscesseeecesceeeseeeeeeenenneneesnesensenennesnesseesneneesensnnesnesnesenes Page iv May 2008 Metastorm Inc 2008 Contents Installing the HTTP Listener on a Server erii R r r EE NEE EEEE REETIS 81 Appendix E Unicode Supports cnc cccecsdecticdeccasececeensedctiededdcciscendendaceceententecesndeaee naai daie do daa LAHE daat 83 Appendix F Installing the Metastorm BPM Web P
98. torm BPM supports Follow the instructions in this section to set up your database type ie Metastorm BPM ersion 7 Setup Wizard Metastorm Repository Database Type Specify the type of database you wish to use as the Metastorm repository Please select a database type Type Use this option to setup a Metastorm database on existing SQL 5 Server or 2005 Express edition The Metastorm install will prompt For g ne a ODBC datasource name and other database details The Metastorm installation only allows you to specify the values for a Metastorm Process Engine connection Oracle database software should be installed and a ODBC data source configured separately ORACLE 4 Metastorm Oracle database needs to be setup and configured separately with the Oracle SQL scripts supplied If the database to which you are connecting is case sensitive then Force Case by default Metastorm User Id s are case sensitive Select this option I Insensitive if you want to Force Metastorm User Id s to be case insensitive when Login a user logs in InstallShield E Cancel Figure 17 Select Database Metastorm BPM currently supports the following databases e Microsoft SQL Server e Oracle amp For alist of the supported database and driver versions refer to the Supported Environments document and the Release Notes a When running against SQL Server the collation of the Metastorm database must be the same as
99. ual Server Gallery 6 Online Gallery 8 WebPartlist Filter es Form Web Part Image Web Part Members Metastorm Page Viewer Web Part XML Web Part Add to add Hee ew Figure 60 Add Web Parts Menu iii Click on the Virtual Server Gallery link A Web Part List including the Metastorm web parts is displayed at the bottom of the page Metastorm BPM Release 7 6 May 2008 Page 89 Metastorm BPM Release 7 6 Web Part List Metastorm Admin For Metastorm Blank For Metastorm Custom List Metastorm Dashboard Metastorm Service Metastorm ToDo List Metastorm Watch List AREGODKOSB 1 to 7 of 7 Figure 61 Web Part List iv Insert a web part by Dragging a web part to the required zone Clicking the web part to insert selecting the location in the Add to field then clicking the Add button For MOSS 2007 WSS 3 0 For both these applications the steps are the same MOSS hosts WSS i ii Open your Web Part Page Select the Site Actions button iii Select Edit Site iv Select the Add a Web Part link which will be available on each web part place holder v The Add a Web Part dialog will display and the Metastorm Web Parts reside in the Miscellaneous Section vi You can add the parts individually or you can select them all at once and add them to the Web Part place holder Uninstalling Uninstalling the Metastorm web parts for Windows SharePoint Services Th
100. uest is allowed to execute before being automatically shut down by ASP NET You may wish to increase this for a system where it is possible the Process Engine will take a long time to respond to requests The Metastorm specific default is 300 5 minutes amp For detailed information on how to conduct the tuning of the application refer to the Microsoft guide Improving NET Application Performance and Scalability at http www microsoft com downloads details aspx FamilyID 8a2e454d f30e 4e72 b531 75384a0f1c47 amp displaylang en Other Configuration Settings The following configuration settings can be added to the Metastorm web config file By default these settings are set to optimum Configuration setting Default NET 2 0 Recommended value maxconnection 12 CPUs 12 CPUs maxloThreads 100 100 maxWorkerThreads 100 100 minFreeThreads 88 CPUs 88 CPUs minLocalRequestFreeThreads 76 CPUs 76 CPUs Figure 30 Global settings Page 40 May 2008 Metastorm Inc 2008 Installation Guide a Refer to the Microsoft documentation and the files machine config comments and web config comments files in the C WINDOWS Microsoft NET Framework v2 0 50727 CONFIG folder for more information Metastorm BPM Release 7 6 May 2008 Page 41 Metastorm BPM Release 7 6 4 INSTALLATION TROUBLESHOOTING 4 1 Progress Bar stops at 0 and installation freezes or fails This error m
101. up is added to the list 8 Click on the OK button to save the new settings 4 2 Engine Service Does Not Start Up Automatically On First Reboot Sometimes the Engine service although set to startup automatically during the install does not do so on the first reboot after the installation routine restarts the machine However it starts up on subsequent reboots The workaround is to start it manually the first time through the Services control applet 4 3 Engine Service Fails to Start Up with Oracle Database If you are running the Engine against an Oracle database errors occur and the Engine fails to start ensure that the Oracle TNS Listener service and the Oracle database service are running These services must be started before the Engine service 4 4 Engine Becomes Unresponsive When running against an Oracle 10G DBMS a Process Engine may fail after a period of time The Engine becomes unresponsive and all clients fail and generate error messages Unable to process specified request The Event Log is has the entry KeepAlive update failed for this engine Engine name TESTPC10 QA Operation opening database connection ErrorCode 2147467259 Description ORA 12638 Credential retrieval failed Source OraOLEDB SQL State NativeErrorCode 12638 To solve this problem In the sqlnet ora file a setting called SQLNET AUTHENTICATION_SERVICES exists The standard method for authentication used by the Metastorm Engine i
102. ut no text is displayed on the main Page sccececcececesesseseseseeceeseseeeeeeeseseseeteesees 4 13 Timed Actions stop being processed sesesessssessssssessseessessesecucseescacesesesesusneceescssseeusaceseueassencaeeesenees 4 14 Error Connecting to Designer from Remote Desktop 00 0 csecssssssseeseceeessssececseeecscesescsesneneaeetessaeenenees 4 15 Windows taskbar disappears after reboot following installation tteeseseseeeeesteseeseseeneeeeteseetesesees 4 16 Failure to Install on Czech Windows Server Appendix A Setting up SQL Server to Work with Metastorm BPM sssccssesssseseeneeneees Installing the Metastorm Database cninn ie aE a E E A EE AREER Creating a New Databasensousii enana n n n a E a a Executing Stored Procedures 0 0 tsseseeseeeees Running the Metastorm Database Scripts Microsoft Workflow Foundation Scripts s Setting up the ODBC Data Source sinnn eer a bias E EEEE OEE Appendix B Setting up Oracle to Work with Metastorm BPM s ss sssusssunununenununununennunnnnnnnunnnnnnne Creating a Unicode Oracle Database i asa sis sentreer rne eaea eiae deed e EES EEES EE T EEES Ensuring Access to an Oracle DBMS iirinn a e VE E E REE NENE RAER Cr ating Two Fablespaces AARE AE ENEAN EEEREN EAEE ETSE E Accessing the Tablespac s Section ssissss ssdiscascosiscoutsdasstessseessansteseusondipsssuostsaonssanndsssascodivcensdinsaeshesemessounucons Creatine Tablespaceses 2 csc ieeane ee n ia Renae Crea
103. vailable Required i Cancel Page 12 May 2008 Metastorm Inc 2008 Installation Guide Figure 8 Choose Destination Location 8 Click the Change button if you want to install Metastorm BPM in a location other than the default Program Files Metastorm BPM Metastorm BPM displays the Choose Folder dialog box for to select the required location 9 Click the Next button Metastorm BPM displays the Process Engine Setup screen 2 5 Setting up the Engine i Metastorm BPM Version 7 Setup Wizard Metastorm Process Engine Setup Specify the Metastorm Process Engine name and web server Engine name This installation can set up Metastorm in a multi engine environment Where there is SNORRIS ELITE more than one Metastorm Process Engine connecting to the same BPM repository each Metastorm Process Engine must have a unique name Please specify Metastorm Process Engine name Metastorm HTTP Listener Virtual folder name Metastorm clients and web servers can connect to the Engine via DCOM or HTTP if escripts IIS is present Please specify a virtual folder name For installation of the Metastorm HTTP listener j Cancel Figure 9 Metastorm Process Engine Setup 1 Enter the name of the e Engine in the Engine name field The default name is of the format lt machine name gt lt domain gt a Once named an Engine name should not be changed e HTTP Listener virtual folder in the Metastorm HTTP Li
104. val system or transmitted in any form or by any means electronic mechanical recording or otherwise without the express written permission of Metastorm Inc The information in this document is subject to change without notice Metastorm Inc email inquiries metastorm com http www metastorm com Page ii May 2008 Metastorm Inc 2008 Contents Metastorm BPM Release 7 6 Installation Guide Table of Contents 1 INTFOCUCTION ese eetssssessesenenssnenansenesaenenanausesaucenauaenesaenesouaeseeaeneseeseseeeeseseeeeseeenseseseeaeeesenaesenenaeeeranaeses 1 1 1 Arny MS er aie E PEST aS TATE EE E E AE A E E E R S 1 1 2 Related Documents 2 s c ac sais oat Ra anes ee Re ee 2 2 Installing Metastormni BRM i re e eee aaaeeeaa a aeaa eaaa aame pe aa an Saaana aaao aar 3 2 1 jera ES E A A AS 4 2 2 Uninstalling Previous Versions of Metastorm BPM scsssscssecsesesssecscseeeesesesecseeeeeeseseeneneeueneeseeeeeaee 4 2 2 1 Uninstalling the Version 6 Web Part for SharePoint Servet eessessececseseeeesesecesseeeeeeseseeesseenees 4 2 2 2 Ummnstalling the Outlook toolbar si te setnteciencnsvetseedvabsleneiianecneieineiievaenes 4 22 3 Backing Up tiles seisin iss sasiseh nines tba EEE EEEE teatinne aol Settee 4 2 24 Uninstalling Metastorm BPM uu sesssssssssssececseceeessssecucscecescsssucnenceseussesusneaeescscsecusucessesseeesseanesees 4 2 3 Third Party Software Installed with Metastorm BPM
105. xecute Query button 5 If you are running SQL Server 2005 open the eWorksProcedures2005SpecificEnhancements sql file and click on the Execute Query button a The location of these scripts may vary depending on where the Engine has been installed Process Metadata Service The Process Metadata Service requires that additional stored procedures are run against the Metastorm database These stored procedures are run automatically if the user is installing the Process Metadata Service and clicks Setup now during the installation If Metastorm BPM is upgrading and the Process Metadata Services is installed the following script will need to be run manually against the SQL Server database e ProcessMetadataProcedures sql Microsoft Workflow Foundation Scripts In addition to running the Metastorm BPM database scripts as outlined in section 2 4 1 point 8 above SQL Server administrators also need to run the scripts that create the tables and procedures for Microsoft Workflow Foundation persistence support These are e SqlPersistenceService_Schema sql e SqlPersistenceService_Logic sql These files can be found in C WINDOWS Microsoft NET Framework v3 0 Windows Workflow Foundation SQL EM Workflow persistence is not supported for Oracle databases Setting up the ODBC Data Source The installation creates a default system data source called Metastorm which assumes a database called Metastorm has been set up on the database
106. yms that are used in this document Term Meaning ASP NET Active Server Page enhanced for the NET platform COM Component Object Model COM Enhancements to the Component Object Model DBA Database Administrator DBMS Database Management System DCOM Distributed Component Object Model DLL Dynamic Link Library DSN Data Source Name Metastorm BPM Release 7 6 May 2008 Page 1 Metastorm BPM Release 7 6 Term Meaning HTML Hypertext Markup Language HTTP Hypertext Transfer Protocol IIS Internet Information Server ISAPI Internet Server Application Program Interface MIME Multi Purpose Internet Mail Extensions MOSS Microsoft Office SharePoint Server MTS Microsoft Transaction Server NET Microsoft s framework for Web services and component software ODBC Open Database Connectivity OS Operating System SAP Server Application Program SMTP Simple Mail Transfer Protocol SQL Structured Query Language TCP IP Transmission Control Protocol Internet Protocol UUENCODED Method of encoding a non transferable binary file into ASCII characters that the email system can handle Table 1 Acronyms 1 2 Related Documents The following table lists documents that are referred to in this document Document name Installation Prerequisites Supported Environments Using the Metastorm Web Parts for Windows SharePoint Services Administration Guide

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