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1. Required Password for database administrator To configure the server email functionality the file should also contain the following pairs Emai Email Email Email Email Email Email Email _Subject Email _UserNam _OutgoingServer lt Hostname gt _FromName lt Name gt lSubject lt subject gt ToEmail lt target address gt _FromEmail lt Address gt lt Subject gt _SendTo lt Addresses gt _Authentication lt 0 1 gt lt Username gt Outgoing email server hostname Email Address appearing as from on emails Subject of email notifications Sender name Sender address Subject of email Recipients Seperate multiple entries by comma semicolon or space Authentication 0 Disable 1 Enable Email username Email Password lt Password gt Email SecurityProtocol lt 0 1 2 gt Email EmailLog lt 0 1 gt Email SendTestEmail lt 0 1 gt Email OutgoingPort lt Port gt Mac OS X Command line AddService lt Service Name gt AddServiceIfNotAdded lt Service Name gt RemoveService lt Service Name gt StartService lt Service Name gt StopService lt Service Name gt RunAsProgram Service lt Service Name gt Uninstall lt Service Name gt Version ResetAdminPassword OverridePort lt Port gt CreateConfig lt Configuration File gt RunAsUser RunAsGroup Backup2. When users are going to be offline and unable to contact the server and still want to be able to read documents they can copy the documents to the local storage Users can also check documents out before going offline to be able to edit them while offline Hansoft will never delete files that are in the document management system from the local storage so it might grow large with time It is safe to delete these files as long as none of them are checked out Check from the user s client if it has any files are checked out before deleting this folder Administrative tasks This chapter contains descriptions of common administrative tasks you might perform during the operation of Hansoft Server Server command line Windows Command line Description AddService lt Service Name gt Adds the current executable to the system as a service Adds the current executable to the system as a service if a service with the same name does not exist Removes the program from the system server list Attempts to start the service Attempts to stop the service AddServiceIfNotAdded lt Service Name gt RemoveService lt Service Name gt StartService lt Service Name gt StopService lt Service Name gt TRUnneE Ogee Runs the server as a usual program in the background Starts the program as a service Only used by the system Displays the program version Service lt Service Name gt Version ResetAdminPa
3. 52 Modules Time Reporting Earned Value Integration SDK License Server Connected Upgrade change license Show licensed users Reconnect license server Server settings Server name Administrator password Listen port Logging options E mail options License options Security options Server language Backup location C Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Backup Backup schedules Disabled scheduled tasks Enabled scheduled tasks Default Automatic Backup Default Automatic Integrity Check Create scheduled task Delete scheduled task Edit scheduled task It is possible to create new tasks by clicking the Create scheduled task button You can also edit and delete already existing tasks Task name New scheduled task Backup type Full projects database z Options C Check database integrity after backup is finished Run missed backups Backup interval Every 24 hours z Start backup at At 02 00 M Options Y Mondays Tuesdays Wednesdays Thursdays Fridays Saturdays Sundays ox canei Recovery Make sure to make a copy any corrupt files before starting recovery The files may be instrumental in recovering data later If you need to recover files from corrupt document management storage without having a backup avail able contact support hansoft se for assistance or access to tools for doing t
4. Remove Database Import database on OS X Moving a database You may want to move databases between servers or maybe move a database from a trial server installation To do this locate where the original server was installed and copy the directory for the database you want to move Before copying it is best to install the same version of the server that you are going to install on the new machine to minimize the risk of incompatibilities Also make sure to stop the Hansoft Server service before you copy the database to make sure you get a consistent copy The default location for the databases would be Applications Hansoft Server Databases Once you have the database copied install a server on the new machine if you don t have a server installed When the configuration guide starts you may either run through it or skip it and configure everything manually If you run through the configuration guide let it create a dummy database that can later be deleted Now put the copied database directory either under the Databases directory in the directory where you installed the server or in a place of your choosing see Choosing where to put the different database files When you have the database files where you want them start Hansoft Server Administrator and connect to the server see Hansoft Server Administrator If this is a newly installed server start by changing the license to the license supplied by email Hansoft Server Admini
5. database you want to move Before copying it is best to install the same version of the server that you are going to install on the new machine to minimize the risk of incompatibilities Also make sure to stop the Hansoft Server service before you copy the database to make sure you get a consistent copy Once you have the database copied install a server on the new machine if you don t have a server installed When the configuration guide starts you may either run through it or skip it and configure everything manually If you run through the configuration guide let it create a dummy database that can later be deleted Now put the copied database directory either under the Databases directory in the directory where you installed the server or in a place of your choosing see Choosing where to put the different database files When you have the database files where you want them start Hansoft Server Administrator and connect to the server see Hansoft Server Administrator If this is a newly installed server start by changing the license to the license supplied by email Now press Import Existing Database Supply the name that will be presented to the user when logging in to a server Supply the location of your database and transaction log files If you placed the database files under the Databases folder of the installation and named the database to the same name as the folder the files will already point to the correct location
6. later Linux OpenSUSE 12 3 or later Debian Lenny or later Ubuntu 12 04 or later 10 GB free space for man aged documents 1600x1200 or higher 2 Mbit s or faster TCP IP enabled connection to the Hansoft server Download the installation package for your operating system and launch the installer The process of launching and executing the server installation will differ depending on the operating system To learn more about each specific installation process please consult one of the following guides Installing the server on Windows Installing the server on OS X Installing the server on Linux Setting the license Your initial license will be delivered by email To set your license refer to Licenses Setting the license manually If this is a first time install make sure to read these manual pages detailing information related to server setup Logs and E mail notifications Hansoft server on Windows Installing the server on Windows To install the Hansoft Server start by downloading the server installer from our website Run the installer and install the program where you want the database files to be located During the installation a guide will let you configure your administrator password and create a database G Hansort Welcome to the Hansoft Server setup In just a few moments Hansoft users will be able to connect to this Hansoft Server Server configuration Name Port Hostname Admin password Con
7. problems after the installation has finished see Chapter 2 Logs and Email Noti fications Upgrading the server Linux Download the server version you wish to upgrade to The latest Hansoft server can be downloaded here Before you attempt to upgrade the Hansoft server make sure that you backup and stop the active service Follow these steps to ensure that the upgrade procedure is executed correctly 1 Backup and stop To backup the database and stop the service you should run HPMServer BackupAndStop Backs up all databases and stops the service Should be run before upgrades to reset transaction logs 2 Installation Note that in this example we are installing version 7 1580 of the Linux server Unzip the package into the directory were you installed the old server and let it overwrite the outdated files unzip Hansoft Server 7 1580 Linux2 6 x64 zip Select A II to replace all old files 3 Upgrade Run the Upgrade command through the HPMServer HPMServer Upgrade This will fix file permissions 4 Starting the service Run the StartService command through the HPMServer to start up the service HPMServer StartService Hansoft client The Hansoft client can be installed from http www hansoft com get hansoft Other deployment options are pos sible see Client deployment below Hansoft client does not require administration rights to run The client does require write access to the user s home director
8. the contents of the zip file unzip Hansoft Server 7 1580 Linux2 6 x64 zip Once you have extracted the package at a desired location navigate to the Hansoft server directory Run the Install command from the HPMServer HPMServer Install Non interactive setup If you do not wish to install interactively for example when using an installation script you can add these com mands after Install in order to pre define some or all settings ServerName lt name gt Name of server ServerHostname lt name gt Hostname server is accessed through Port lt port gt Port server should listen to ServerAdminPassword lt password gt The password for the server administrator client DatabaseName lt name gt Create database with name DatabaseAdminPassword lt password gt Password for Administrator in created database SMTPServer lt server address gt Email notifications SMTP server SMTPPort lt port gt Email server port EmailFromName lt name gt Name appearing as from on emails EmailFrom lt email address gt Email address appearing on the emails sent from the server EmailSubject lt subject gt Subject of email notifications EmailToEmail lt target address gt Email to send notifications to Service lt name gt The unique name of the service RunAsUser lt name gt The user to run the service as RunAsGroup lt name gt The group to run the service as Check the server log for any
9. the server has to go through the transaction log If database backups are performed infrequently the transaction log can be large and make the server startup time longer This option resets the transaction log without performing a backup Full projects database With this option the complete projects database will be backed up without document management It is recom mended to do this kind of backup every day and every new database is configured to do this by default the task named Default Automatic Backup Full projects database and document management files With this option all files in the database and the transaction log will be backed up every time This is the only option that provides a complete backup Note though that if many files are added to the document management this can quickly fill up the available space in the backup location directory if backups are performed every day Full projects database and incremental document management files With this option only the complete project database transaction log the added and the changed files since the previous backup from the document management storage is saved to the backup This backup type typically provides safe backups while keeping the size of the backups to a minimum Performing a manual backup To manually generate a backup select a database in the Server Administrator and press Backup Now Select the type of backup you want to perform and press OK to start the ba
10. AllDatabases BackupAndStop Email password Protocol 0 None 1 SSL 2 TLS Log outgoing emails 0 Disable 1 Enable Send test email when starting up O Disable 1 Enable Port number Description Adds the current executable to the system as a service Adds the current executable to the system as a service if a service with the same name does not exist Removes the program from the system server list Attempts to start the service Attempts to stop the service Runs the server as a usual program in the background Starts the program as a service Only used by the system Backs up the database stops the service and removes the service from the system Displays the program version Resets the admin password Overrides the port used for this server during this session Creates an initial configuration The user to run the service as The group to run the service as Stops listening for connections gracefully logs out all users and then does a backup of all online databases Used during upgrades on Win dows systems If you have run this command you need to restart the service to accept connections again The same as BackupAllDatabases but additionally stops service after all databases have finished backing up Should be run before upgrades to reset transaction logs CreateConfig Creates a initial configuration from a text file The file can contain the following key value pairs ServerName lt S
11. SER Software Hansoft Hansoft Project Manager Client SecuritySettings Normal For the regular client or HKEY_CURRENT_USER Software Hansoft Hansoft Project Manager Client SecuritySettings ServerAdmin For the server admin client On OS X these settings should be set in the se hansoft Hansoft Project Manager plist file in the Library Prefer ences folder in the users home folder Settings for the regular client use the Client SecuritySettings Normal pre fix Settings for the server admin client use the Client SecuritySettings ServerAdmin prefix Consult the Editing property lists section on the web page http support apple com kb HT4850 for information on how to edit the set tings file On Linux the settings are found in the INI format file located at config Hansoft If you wish to push these settings out over an enterprise level network please contact support for assistance Registry Key AllowUserTrustDecisions UserCanStoreTrustedCertificates VerificationDepth PublicCertificate PrivateKey CertificateAuthorityCertificate Value Description Value of 1 should Hansoft be unable to determine whether a cer tificate presented to it by a server can be trusted the user will be shown the certificate sent by the server The user will be able to decide whether to continue with the connection This setting also determines whether a user can choose to connect to a server that has identified itself as a Hansoft server that
12. Server machine The default port is 50256 and can be configured in the Server Administrator If you want more secure communication you could let the user connect over a VPN connection It is also possible to run the Hansoft Client in a Terminal Server environment Performance will not be optimal and it is recommended to allow users to connect directly to the server instead Security The topic of computer security is a complex and technical one If you are at all unsure about any of the information provided below please do not hesitate to contact Hansoft support atsupport hansoft se Protection of project data During normal operation the Hansoft client will hold portions of the Hansoft database in memory When the client is disconnected from the server for example by the user logging out the client will save a cache of the database that it holds to disk This cache is stored on the users hard drive encrypted with AES 256 The encryption key used is provided by the server and is not stored on the users machine This means that once a user logs out of Hansoft on their machine any information in the Hansoft projects they are a member of is not available to anyone but that user Any documents that the user may have downloaded from a Hansoft project are not encrypted Connection security When a Hansoft client connects to a server the following steps take place to ensure the security of the connection 1 Client connects to the server using SSL
13. System administrator guide This guide is intended for people responsible for installing configuring and maintaining Hansoft Servers and Cli ents The server is mainly administrated with the Hansoft Server Administration tool which is included when installing the server package Some tasks are performed from the command line Feedback Feedback can be sent to support hansoft com System requirements Server Component General 2 50 users Computer AMD Opteron or Intel Quad Core 3 0 and pro Core based system GHz or faster cessor architecture Memory 8 GB Operating 64 bit operating sys 64 bit operating system tem system Windows server 2008 or later OS X 10 6 or later Linux Free hard 100 GB disk space 50 to 100 users Quad Core 3 0 GHz or faster 16 GB 64 bit operating system 200 GB 100 to 500 users 4 8 Cores 3 0 GHz or faster 32 GB 64 bit operating system 1000 GB Hard disk I O Subsystem cap I O Subsystem cap 1 O Subsystem cap performace able of 2000 ran able of 2000 ran able of 2000 ran dom IOP s dom IOP s dom IOP s Network Connection with Connection with Connection with 100 Mbit s or 100 Mbit s or 100 Mbit s or higher upload higher upload higher upload bandwidth bandwidth bandwidth Other For e mail noti fications access to an SMTP server is neces sary Component For team sizes exceeding 500 users please contact support hansoft com Computer and pro
14. When you press the OK button the server will try to load the database and tell you if something failed When you have imported the database you must set the state to Online before any users can connect to it If you created a dummy database in the Initial Setup Guide you should now remove it by selecting it and then press Remove Database Set server user permissions User in this case is not an account associated with a real life person but instead refers to a system operation More specifically it gives Hansoft the privilege of editing and executing the database file To allow the server user to communicate with and edit the database file you need to run this command from the terminal chown R hansoft hansoft HansoftServerDir Databases DatabaseName Database isolation Server Server This image illustrates the level of isolation achieved by different solutions High isolation Medium isolation Low isolation Project Isolation If security or regulatory constraints are placed on you regarding the storage of project information you can choose to control the isolation of project data by the way in which you deploy projects across Hansoft databases and serv ers A Hansoft server can host one or more databases Each database is stored in it is own file and a single database can contain one or more projects Thus each project within a database is stored in the same file on disk If you require a higher level of isolation betw
15. ase name Database file Applications Hansoft Server Databases Transaction log file Applications Hansoft Server Databases Cancel OK Supply the location of your database and transaction log files If you placed the database files under the Data bases folder of the installation and named the database to the same name as the folder the files will already point to the correct location When you press the OK button the server will try to load the database and tell you if some thing failed O Database state for example Offline Loaded Database state Ae 10A Cancel ok When you have imported the database you must set the state to Online before any users can connect to it If you created a dummy database in the Initial Setup Guide you should now remove it by selecting it and then press Remove Database s Set server user permission User in this case is not an account associated with a real life person but instead refers to a system operation More specifically it gives Hansoft the privilege of editing and executing the database file You can also set user permission by using this command chown R hansoft hansoft HansoftServerDir Databases DatabaseName Importing database files on Linux Moving a database You may want to move databases between servers or maybe move a database from a trial server installation To do this locate where the original server was installed and copy the directory for the
16. cally HANSOFT SERVER Double click to install ie CIRKVI SHAS AVIV YIL H 8250 7 A A uy Err fil sail rh RY Hansoft Hansoft Server setup Gs Hansort Welcome to the Hansoft Server setup In just a few moments Hansoft users will be able to connect to this Hansoft Server Server install location Service name HPServer Run service as user _HansoftServerUser Install directory Applications Hansoft Server Browse Cancel OK Follow the instructions provided by the dialog box to complete the server upgrade Hansoft server on Linux Installing the server Linux To install the Hansoft server on a Linux based OS start by downloading the installation package from the Hansoft website Run the installation and when asked install the program where you want the database files to be located You can later move the database backup and transaction log location The default location is however under the server pro gram directory opt is a common install location for optional software on Linux Installation process break down The following actions are performed by the installer Creates a server state Creates a database Creates user and group to run as unless they already exists Registers server as a system service allowing it to start at boot Starts the service Interactive setup Note that in this example we are installing version 7 1580 of the Hansoft server for Linux Start by extracting
17. cessor If several databases are going to be hosted on the same server additional cores can be beneficial Tested on the following Linux distributions e Red Hat 5 9 and 6 4 e CentOS 5 9 and 6 4 e Debian Lenny and Wheezy e Fedora 18 and 19 e Ubuntu 12 04 and 13 04 e OpenSUSE 12 3 When running a virtualized environment CPU resources can be over provisioned to account for utilization spikes during user logins Note that a large database may require a more powerful setup than is implied by the number of users in the table above For example a 50 GB database used by 200 users may require 16 GB of memory for optimal per formance Client Component Computer and pro cessor Memory Operating system Free hard disk space Display Network Requirements 1 GHz processor or higher 1 GB of RAM or higher Windows XP or later Mac OS X 10 6 or later Linux Linux running on Intel x86 or x86_64 architecture Kernel 2 6 18 or later GLIBC 2 4 or later libuuid 200 MB of space is required to install the client but more space will be consumed by automatic updates and local cop ies of managed documents 1280x720 48 Kbit s or faster TCP IP enabled connection to the Hansoft server Installing and upgrading This chapter describes how to install and what to consider before upgrading Installation Recommended 2 GHz or higher dual core processor 2 GB of RAM or higher Windows 7 Mac OS X 10 7 or
18. ckup Check the log file for any errors You can customize the schedule backup tasks through the Hansoft Server Administrator Hansoft Server Administrator Company Projects State Online 2 Create new database 2 Import existing database E Remove database signot Example Database State Online B at amp online offline state amp Offline settings Online settings Backup now Restore Backup settings Setting Database file Transaction log file Change license permissions Client save password policy Maximum number of syncing clients Backup destination directory Automatic backups Database GUID Last scheduled backup Next scheduled backup Value G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Database G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects TransactionLog Administrators in this database have permission to change the server license Clients connecting to this database can save their password hash in registry when logging in 10 G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Backup Enabled 2013 09 20 09 08 53 2013 09 21 02 00 c19e9cc6 14fb 4add a27b 821563d78ade Click Backup settings to open a window displaying the currently scheduled backup tasks License Your server license will expire 2020 01 01 Maximum users 2UUU Used users 34 License ID
19. e 1 Enable Port number Hansoft Server Administrator The Hansoft Server Administrator is used to remotely administrate the project server The program is installed with the server installation and is optionally installed with the client installation To start the Server Administrator use the shortcut created in the start menu or use the following command from the command line Windows HPMClient exe AdminServer OS X open a Hansoft args AdminServer Linux Hansoft AdminServer The program will ask you to fill in the address of the server you want to connect to This address is either the IP address of the server or a hostname The password that you are asked to supply is the server administrator password that you set during installation of the server If you skipped the initial setup guide the default password is hpmadm You should change the default password as quickly as possible if you didn t supply a password during setup Hansoft Server Administrator 2 Create new database 2 Import existing database T Remove database 38 Sign out Li E Company Projects Your server license will State Online expire E Example Database State Online 2020 01 01 Maximum users ZUUU Used users 34 License ID 52 Modules Time Reporting Earned Value Integration SDK License Server Connected Upgrade change license Show licensed users Reconnect license server 2 Online offline state Offline settings Onlin
20. e stops the service and removes the service from the system Installs service interactively in console Fixes file permissions after upgrade Displays the program version Resets the admin password Overrrides the port used for this server during this session Creates an initial configuration using a configuration file Uploads crash dumps to Hansoft support the email address is the address you wish support to contact you with Stops listening for connections gracefully logs out all users and then does a backup of all online databases Used during upgrades on Win dows systems If you have run this command you need to restart the service to accept connections again The same as BackupAllDatabases but additionally stops the service after all databases have finished backing up Should be run before upgrades to reset transaction logs Name of server Hostname server is accessed through Port server should listen to The password for server administrator client Create database with name Password for Administrator in created database Email notifications SMTP server Email server port Name appearing as from on emails Email Address appearing as from on emails Subject of email notifications Email to send notifications to The unique name of the service The user to run the service as Name of server CreateConfig Creates a initial configuration from a text file The file can contain the following key value pair
21. e settings Backup now Restore Backup settings Server settings Setting Value E Database file G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Database nen US Transaction log file G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects TransactionLog Change license permissions Administrators in this database have permission to change the server license Administrator password E Client save password policy Clients connecting to this database can save their password hash in registry when logging in Listen port Maximum number of syncing clients 10 i r E Backup destination directory G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Backup Logging options Automatic backups Enabled E mail options 5 Last scheduled backup 2013 09 20 09 08 53 License options Next scheduled backup 2013 09 21 02 00 E Database GUID c19e9cc6 14fb 4add a27b 821563d78ade es Seon Server language Remote access There are a number of ways to allow users to use Hansoft remotely from home or outside of your local network The easiest way is to allow users to connect to the server directly over the Internet All communication after the syncing process is finished is handled with 256 bit AES encryption with a key created from the users password To allow users to connect to the server over the Internet you need to forward the server port to the Hansoft
22. ectAltName or subjectCommonName field of the certificate If you generate your own server certificate ensure that you include the DNS entry for each databases hostname in the subjectAltName field to avoid hostname mis match validation errors when clients connect Refer to the Security section of the Hansoft user manual available from http www hansoft com support documentation for information on how the validation process appears in the client Shares and certificates Tickets for shares also include the public certificate of the server that generated the ticket This ensures that a server importing a ticket can verify the server they are connecting to Note If a server changes its security settings while a share is connected the ticket will automatically be exchanged with the other server and the connection re established If the shares are disconnected when security settings change you will be required to generate the ticket again which will now contain the new certificate of the server and re import it Server security settings There are four folders that contain certificates that are used to identity itself to clients Cert and Private and identify clients TrusedCerts and CRLStore These are located in the Security folder in the same folder as the server executable Folder Description Cert Should contain one file The public certificate of the server Private Should contain one file The private certificate of the server Can o
23. ed or the server is installed is to backup using this method You will need to either change the automatic backup setting or complement with another backup method to have full backup of the document management storage as well Scheduled backup tasks There are five different options when creating a scheduled backup task e No backup only integrity checking e Only reset transaction log cannot be recovered e Full projects database e Full projects database and document management files e Full projects database and incremental document management files No backup only integrity checking The purpose of this option is to check that the database is in a good shape If the integrity check fails an email is sent if the server is configured to do that to the server administrator The default option for a new database is to do a backup once per day This backup setup does not perform an integ rity check of the database after the backup has been done The reason for this is to minimize the interruption that a backup execution can cause to the users that at the same time are logged in to the database The scheduled backups can therefore be complemented with a task that only performs the integrity check In addition it is possible for any scheduled backup task to do an integrity check upon completion Only reset transaction log cannot be recovered Every time the server is restarted or the database is put online from a previous offline state
24. een different projects you have two choices 1 Use one database per project with one server hosting all databases 2 Use one server per database and one database per project Each server can then be moved to a sep arate physical machine if desired With 1 a user connecting to your server will be presented with a list of databases so they can select which data base they wish to connect to A user can open a new connection to another database if they require access to more than one database It is important to note that the names of databases available on a server will be visible to all users connecting to a server 2 provides the highest level of isolation between projects especially if you use a separate physical machine per server If you have further questions regarding isolation please contact Hansoft support at support hansoft se Sharing users A common way to facilitate account management is to use Hansoft Shares Shares allow two servers to be con figured to exchange information between them The information that is shared can be limited to user account information thus you can maintain project information isolation between servers while centralizing user account management You can read more about shares in the Hansoft shares management guide available at http www hansoft com support documentation Delegation If you are concerned with isolation at a more operational level e g you wish to limit access to certain po
25. er Hostname The server address Admin password The server pass word This is the pass word used to login to the server admin istrator client and is used to perform admin istrative tasks such as backup and restore Confirm pass word Confirm password for the server Table Column Outside Table Table Section Outside Table Table Row Outside Table Table Cell Outside Table Database configuration Table Row Outside Table Table Cell Outside Table Name The name of the database Table Row Outside Table Table Cell Outside Table Admin password The password for the Administrator user of the database This pass word is used to login to the Hansoft client and perform administrative actions for this database Table Row Outside Table Table Cell Outside Table Confirm password Confirm password for the database Upgrading the server on OS X To upgrade the server download the installer for the desired server version and install it in the same directory path as the old server Do not uninstall the old server before launching the installer The latest Hansoft server can be downloaded here Run the installer and install to the same location you have the old server installed Check the server log for prob lems after the installation has finished see Chapter 2 Logs and Email Notifications The OS X installer does not require you to manually stop the service when upgrading Restarting the service is also handled automati
26. erver Connected Upgrade change license Show licensed users Reconnect license server Server settings Server name Administrator password Listen port Logging options License options Security options Server language To allow the Hansoft server to send you important logs by e mail you first need to configure the SMTP options Access the SMTP configuration window by clicking E mail Options located at the bottom right of the screen SMTP server SMTP server port 25 Send e mails to these addresses Name appearing on sent e mail Hansoft Project Manager Server E mail address appearing on sent e mail hpms nowhere Subject appearing on sent e mail HPMS Hansoft Project Manager Server Message Options My server requires authentication Log e mail communication Send a test e mail when settings are applied Authentication user Authentication password Security protocol None If Secure Sockets Layer SSL or Transport Layer Security TLS is enabled the Hansoft server will use the operating system trust store of the machine that it is running on to verify the email server s certificate Cancel ok Through this windows you can customize the SMTP options Licenses Hansoft is licensed by the number of users that can be created on a server If you have several databases on the same server they share the same license User licenses can be freely moved between databases by deleting users in one database and creating them in anothe
27. erverName gt ServerPassword lt Password gt ServerPort lt Port gt ServiceName lt ServiceName gt DatabaseHostname lt Hostname gt DatabaseName lt Name gt DatabasePassword lt Password gt Optional Required Password for server administrator Optional Optional Optional Optional Required Password for database administrator To configure the server email functionality the file should also contain the following pairs Email OutgoingServer lt Hostname gt Email FromName lt Name gt EmailSubject lt subject gt EmailToEmail lt target address gt Email FromEmail lt Address gt Email Subject lt Subject gt Email SendTo lt Addresses gt Email Authentication lt 0 1 gt Email UserName lt Username gt Email Password lt Password gt Email SecurityProtocol lt 0 1 2 gt Email EmailLog lt 0 1 gt Email SendTestEmail lt 0 1 gt Email OutgoingPort lt Port gt Linux Command line AddService lt Service Name gt AddServiceIfNotAdded lt Service Name gt RemoveService lt Service Name gt StartService lt Service Name gt StopService lt Service Name gt RunAsProgram Outgoing email server hostname Email Address appearing as from on emails Subject of email notifications Sender name Sender address Subject of email Recipients Seperate multiple entries by comma sem
28. etwork installation 2 can be used in situations where you want to have one common installation for all users The Hansoft client fully supports running from a shared folder the automatic upgrade and downgrade mech anism fully handles this situation If the shared network location is read only for users Hansoft will download any alternate versions required to a user local directory to allow the user to connect to servers running versions other than the version of the client installed on the network share The Hansoft client works well in VMs such as Parallels and VMWare 3 Ensure that the VM is setup to meet the system requirements of the Hansoft client see System requirements in the Hansoft user manual Hansoft also works over services such as Terminal Services although performance will not be ideal Document management local storage When the user wants to read or edit a document in document management that document must be downloaded to the user s machine The location of downloaded documents can be set in the user s personal settings Consult the Hansoft user manual for more information on how to set this The default location of the local storage for document management is as follows Platform Location Operating system Location Windows The folder My Documents Hansoft in the user s home directory OS X The folder Documents Hansoft in the user s home directory Linux The folder Documents Hansoft in the user s home directory
29. firm password Email options My Company Server 50256 BigServer01 eeccee Database configuration Name Admin password Confirm password Company projects LALELE Server con figuration Name The name of the server Port The port that will be used by the server Hostname The server address Admin pass word The server password This password is used to con nect with the server admin istrator client and perform tasks such as backup and restore Confirm pass word Confirm password for the server Database configuration Name The name of the database Admin password The password for the administrator of the database This password will let you log in with the client and perform admin istrative tasks such as creating users and projects Confirm password Confirm password for the administrator Upgrading the server on Windows To upgrade the server download the installer for the desired server version and install it in the same directory path as the old server Do not uninstall the old server before launching the installer The latest Hansoft server can be downloaded here Check the server log for any problems after the installation has finished see Chapter 2 Logs and Email Noti fications The Windows installer does not require you to manually stop the service when upgrading Restarting the service is also handled automatically Hansoft on Mac OS X Installing the server on OS X To insta
30. his Recovering from automatic backups If you are using scheduled backup tasks you can recover from them with the help of the Server Administrator cli ent Select the database you want to recover and take it offline by pressing Online Offline State When the data base is offline press Restore You can either provide the path manually to the backup directory or select a backup found in the backup directory in the Found backups drop down Make sure that the directory is in the context of the server running the service if you provide it manually You can select what you want to restore from the backup If you only restore the project database the current document management storage will be left in its current state This can be important because often you might only want to restore the project database to recover from an accidental deletion or change Recovering from live backup To recover from a live backup stop the service and copy the database and transaction log to the database dir ectory If you only want to recover the project database or only the document management portion of the backup copy the database and transaction log to the same directory and provide that directory manually to the Restore From Backup dialog as described above in Recovering from automatic backups
31. icolon or space Authentication 0 Disable 1 Enable Email username Email password Protocol 0 None 1 SSL 2 TLS Log outgoing emails O Disable 1 Enable Send test email when starting up O Disable 1 Enable Port number Description Adds the current executable to the system as a service Adds the current executable to the system as a service if a service with the same name does not exist Removes the program from the system server list Attempts to start the service Attempts to stop the service Runs the server as a usual program in the background Service lt Service Name gt Uninstall lt Service Name gt Install lt Service Name gt Upgrade Version ResetAdminPassword OverridePort lt Port gt CreateConfig lt Configuration File UploadDumps lt Email Adress gt BackupAllDatabases BackupAndStop After the Install Command ServerName lt name gt ServerHostname lt name gt SOE PONTA ServerAdminPassword lt password gt DatabaseName lt name DatabaseAdminPassword lt password gt SMTPServer lt server address gt SMTPPort lt port gt EmailFromName lt name gt EmailFrom lt email address gt EmailSubject lt subject gt EmailToEmail lt target address gt Service lt name gt RunAsUser lt name gt ServerName lt name gt Starts the program as a service Only used by the system Backs up the databas
32. ll the Hansoft server on Mac OS X first download the dmg installation file from the Hansoft website Once you have saved the dmg file on your hard drive double click it and follow the instructions _ Hansoft Server HANSOFT SERVER Double click to install LARIAT ATILI SYI Male H gjo PMiKRR Hansoft During the installation a guide will let you configure your administrator password and create a database Hansoft Server setup G Hansort Welcome to the Hansoft Server setup In just a few moments Hansoft users will be able to connect to this Hansoft Server Server install location Service name HPServer Run service as user _HansoftServerUser Install directory Applications Hansoft Server vw Copy Hansoft client to Applications Server configuration Name My Company Server Port 50256 Hostname BigServer01 Admin password sesse Confirm password ssssse Email options Configure Database configuration Name Company projects Admin password seseee Confirm password eeeeee Server install loc ation Service name The name of the service Run service as user The user that will run the service If the username you provided is not already asso ciated with an existing user Hansoft will cre ate one for you Install directory The directory in which you install the server Server con figuration Name The name of the server Port The port that will be used by the serv
33. pre dates certificate authentication sup port Value of 0 the user is not able to make decisions on certificate trust If Hansoft is unable to verify a certificate the connection will fail This is enabled by default This key is only applicable if AllowUserTrustDecisions has a value of 1 Value of 0 the user is not permitted to allow Hansoft to remember cer tificates that they have manually trusted in the past Value of 1 The user is permitted to allow Hansoft to remember cer tificates that they have manually trusted in the past This list can be managed from the Connect options UI within the Hansoft client This is enabled by default A value ranging between 0 and 9 This determines the limit up to which depth certificates in a chain are used during the verification procedure If the certificate chain is longer than allowed the certificates above the limit are ignored String consisting of the public certificate used by the client String consisting of the private key used by the client String consisting of the public certificate of the certificate authority used by the client to verify certificates presented by Hansoft servers It is also possible to supply a path to the public certificate of the cer tificate authority This value should be added as a registry key named CertificateAuthorityPath CertificateRevocationList String consisting of the certificate revocation list of the certificate authority used by the clien
34. provided by the industry standard OpenSSL library 1 1 The server proves its identity to the server via its X 509 certificate 1 2 The client decides whether or not to trust the server by either presenting the certificate to the user or by validating the certificate against the trust store of the client 1 3 The server can optionally require the client to provide its own certificate to allow the server to verify the identity of the client 2 Once a secure connection is made and both the client and server are satisfied with the identity of the other the connection transitions into an AES 256 encrypted connection in CBC mode using the same encryption key as was negotiated during the SSL connection process All communication between the server and client occurs over this secured connection A number of settings on both the server and client machines can be used to control aspects of the connection pro cess These settings are diskussed in the sections Server security settings and Client security settings below Certificates Hansoft supports X 509 Base64 encoded DER certificates The server will by default automatically generate a self signed certificate for identifying itself to clients For improved security you can specify your own server certificate possibly signed by a known and already trusted cer tificate authority As part of verifying a server s identity a client will check that the server s hostname is present in the sub j
35. ptionally contain the public certificates of the certificate authorities used to verify client cer TrustedCerts are Can optionally contain certificate revocation lists for the certificate authorities specified in the Trus ChEetele tedCerts folder If you have Hansoft running in an environment where you do not want the downloading of new versions of the cli ent to outdated clients when they connect you can disable this feature via the Security Options dialog in the Server Administrator Client You can also control whether or not you wish to allow insecure connections from out of date SDKs from within the Security Options dialog By default insecure connections from out of date SDKs are allowed Hansoft Server Administrator 8 Create new database 2 Import existing database BG Remove database 28 Sign out E Company Projects State Online E Example Database State Online 2 Online offline state Offline settings Online settings Backup now Restore Backup settings Setting Value E Database file G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Database E Transaction log file G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects TransactionLog El Change license permissions Administrators in this database have permission to change the server license E Client save password policy Clients connecting to this database can save their password hash in regi
36. r A license can also include a number of modules enabling features such as time reporting License delivery Every month licenses are delivered either directly to the server by TCP IP connection or by e mail You will receive an e mail towards the end of each month stating that your license is about to expire Note This does not signify the termination of your subscription but merely acts as a heads up informing you that the license will soon be updated The license key is usually delivered on the first day of business every month unless you are connected to the license server in which case the update will be received automatically without the need of manual input A 15 day grace period is added to the expiry date to account for connection and communication disruptions To make the delivery as smooth as possible it is recommended that the server is allowed to connect to our license server To do so it needs to be able to connect to Is hansoft se on TCP IP port 50129 If you prefer your licenses by email you can turn off the license server connection feature in the Administrator by clicking Change license options under the Settings heading and unchecking Connect to license server to retrieve new licenses Setting the license manually The license can be set either using the Server Administrator or with the Hansoft Client To change the license with the Server Administrator click Upgrade change license under the License heading Simply copy paste
37. re everything manually If you run through the configuration guide let it create a dummy database that can later be deleted Now put the copied database directory either under the Databases directory in the directory where you installed the server or in a place of your choosing see Choosing where to put the different database files When you have the database files where you want them start Hansoft Server Administrator from the shortcut in the start menu and connect to the server see Hansoft Server Administrator If this is a newly installed server start by changing the license to the license supplied by email Now press Import Existing Database Supply the name of the database that will be presented to the user when log ging in to a server Hansoft Server Administrator B Create new database Ei Remove database Databases in Default Server Name example database State Offline Properties for example database 7 2 Online offline state Offline settings Online settings Backup now Restore Backup settings Setting Value Database file G Program Files x86 Hansoft Project Manager Server Databases example database Database Transaction log file G Program Files x86 Hansoft Project Manager Server Databases example database TransactionLog Change license permissions Administrators in this database have permission to change the server license Client save password policy Clients connecting to this database can save their pass
38. rtions of a project to a limited group of users you may wish to consider using the delegation feature of Hansoft This provides a lower level of physical security than splitting projects across servers or databases but allows for higher gran ularity control You can read more about delegation in the Hansoft user guide under the Projects More important functions Delegation and limited visibility section available athttp www hansoft com support documentation Choosing where to put the database files The data is safest if the database file transaction log and the backup files are all put on separate physical discs The backup directory can be put on a networked directory but the main database and transaction log should be loc ated on local discs to minimize the risk for corrupted data Logs and E mail notifications The Hansoft Server supports reporting events to log files and via email based on their severity The log files can be found under the Logs directory of your server installation Logs and SMTP settings You configure the amount of logging you want with the Server Administrator by clicking the logging options button under the Settings heading By default all events are logged to the log file while critical errors and important mes sages are sent by email as well Before you can receive any emails you need to set up the email settings by click ing the Email options button The only way the Project Server is able to send emails is b
39. s ServerName lt S ServerPassword rverName gt lt Password gt ServerPort lt Port gt ServiceName lt ServiceName gt DatabaseHostname lt Hostname gt DatabaseName lt Name gt DatabasePassword lt Password gt Optional Required Password for server administrator Optional Optional Optional Optional Required Password for database administrator To configure the server email functionality the file should also contain the following pairs _OutgoingServer lt Hostname gt Email Email FromName lt Name gt EmailSubject lt subject gt EmailToEmail lt target address gt Email FromEmail lt Address gt Email Subject lt Subject gt Email SendTo lt Addresses gt Email Authentication lt 0 1 gt Email UserName lt Username gt Email Password lt Password gt Email SecurityProtocol lt 0 1 2 gt Email EmailLog lt 0 1 gt Email SendTestEmail lt 0 1 gt Email OutgoingPort lt Port gt Outgoing email server hostname Email Address appearing as from on emails Subject of email notifications Sender name Sender address Subject of email Recipients Seperate multiple entries by comma semicolon or space Authentication 0 Disable 1 Enable Email username Email password Protocol 0 None 1 SSL 2 TLS Log outgoing emails 0 Disable 1 Enable Send test email when starting up O Disabl
40. ssword OverridePort lt Port gt CreateConfig lt Configuration File gt UploadDumps lt Email Address gt ConfigGUI BackupAllDatabases BackupAndStop Resets the admin password Overrrides the port used for this server during this session Creates an initial configuration The parameters are as follows CreateConfig ServerName ServerAdminPassword ServerPort bCreateDatabase DatabaseName DatabaseAdminPassword Uploads crash dumps to Hansoft support the email address is the address you wish support to contact you with Runs the initial configuration Stops listening for connections gracefully logs out all users and then does a backup of all online databases Used during upgrades on Win dows systems If you have run this command you need to restart the service to accept connections again The same as BackupAllDatabases but additionally stops service after all databases have finished backing up Should be run before upgrades to reset transaction logs CreateConfig Creates a initial configuration from a text file The file can contain the following key value pairs ServerNam lt ServerName gt ServerPassword ServerPort ServiceNam lt Password gt LAPOT lt ServiceName gt DatabaseHostname lt Hostname gt DatabaseName lt Name gt DatabasePassword lt Password gt Optional Required Password for server administrator Optional Optional Optional Optional
41. strator My Company Administrator 7 1152 TEST B create n ENF Hansoft Server Administrator database 2 Import existing database a Remove database 28 Sign out y example project State Offline Setting Database file Transaction log file Change licence permissions Client save password policy Maximum number of syncing clients Backup destination directory Automatic backups Online 2013 09 25 Wednesday 09 12 2 Online offline state Offline settings Online settings i Backup now Restore Backup settings Value Applications Hansoft Server Databases example project Database Applications Hansoft Server Databases example project TransactionLog Administrators in this database have permission to change the server licence Clients connecting to this database can save their password hash in registry when logging in 10 Applications Hansoft Server Databases example project Backup Enabled Licence Your server licence will expire Trial licence Maximum users 9 Used users 0 Licence ID 0 Modules Time Reporting Upgrade change licence Show licenced users Reconnect licence server Server settings Server name Administrator password Listen port Logging options E mail options Licence options Security options Server language Now press Import Existing Database Supply the name that will be presented to the user when logging in to a server Import existing database Datab
42. stry when logging in Maximum number of syncing clients 10 E Backup destination directory C Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Backup E Automatic backups Enabled E Last scheduled backup 2013 09 20 09 08 53 E Next scheduled backup 2013 09 21 02 00 E Database GUID c19e9cc6 14fb 4add a27b 821563d78ade The Hansoft server administrator client License Your server license will expire 2020 01 01 Maximum users ZUUU Used users 34 License ID 52 Modules Time Reporting Earned Value Integration SDK License Server Connected Upgrade change license Show licensed users Reconnect license server Server settings Server name Administrator password Listen port Logging options E mail options License options Security options Server language Server options v Allow insecure connections from out of date SDKs Allow out of date clients to upgrade insecurely Client options Clients can save login history database and user name in registry Server admin client options V Server admin clients can save password hashes in registry Change server security window Client security settings There are a number of settings that can be set on the machine the client runs on that can control how the client verifies that the servers they are connecting to are secure On Windows these settings should be set in the registry under HKEY_CURRENT_U
43. t It is also possible to supply a path to the CRL file This value should be added as a registry key named CertificateRevocationListPath ValidateHostNameMatchesSAN A value of 1 indicates that the client should validate that the certificate is valid for the hostname that is being connected to This is enabled by default AllowUserTolgnoreValidationErrors A value of 1 indicates that the user is allowed to ignore validation errors such as hostname mismatches and expired certificates This is enabled by default Database files Import database files Import database on Windows Moving a database You may want to move databases between servers or maybe move a database from a trial server installation To do this locate where the original server was installed and copy the directory for the database you want to move Before copying it is recommended to install the same version of the server that you are going to install on the new machine to minimize the risk of incompatibilities Also make sure to stop the Hansoft Server service before you copy the database to make sure you get a consistent copy using StopService lt Service Name gt The default location for the databases is C Program Files Hansoft Project Manager Server Databases Once you have the database copied install a server on the new machine if you don t have a server installed When the configuration guide starts you may either run through it or skip it and configu
44. the license data from the email you received If you do not want the project managers to be able to change the license with the Hansoft Client you can change their permissions by clicking the database in the Server Administrator and press ing Change Settings and unchecking Allow project managers in this database to change the server license Crash reports Whenever an unrecoverable error occurs in the Hansoft server a crash dump is automatically generated Hansoft takes these occurrences very seriously To aid us in diagnosing and solving the problem as quickly as pos sible we ask that customers send these dumps to us This can be done in two ways The dump files can be emailed to support hansoft se The dumps can be uploaded to us directly via the server command line HPMServer UploadDumps lt YourEmailAddress gt We will keep in contact with you regarding the error and will notify you when we have identified and fixed it Backup and recovery The Hansoft server has built in support for scheduled backups as well as means to allow direct backup of the data base files Built in backups can be scheduled in the Server Administrator Client by selecting a database and pressing Backup settings It is recommended that you enable automatic backups and minimally let the project database be backed up once a day This will allow you to easily recover from accidental deletes and changes of project data The default setting when a database is creat
45. word hash in registry when logging in Maximum number of syncing clients 10 Backup destination directory G Program Files x86 Hansoft Project Manager Server Databases example database Backup Automatic backups Enabled Online 2013 09 24 Tuesday 16 26 Server administrator window License Your server license will expire Trial license Maximum users 9 Used users 0 License ID 0 Modules Time Reporting Upgrade change license Show licensed users Reconnect license server Server name Administrator password Listen port Logging options E mail options License options Security options Server language Database name Database file C Program Files x86 Hansoft Project Manager Server Databases Transaction logfile G Program Files x86 Hansoft Project Manager Server Databases Supply the location of your database and transaction log files If you placed the database files under the Data bases folder of the installation and named the database to the same name as the folder the files will already point to the correct location When you press the OK button the server will try to load the database and tell you if some thing failed When you have imported the database you must set the state to Online before any users can connect to it Database state Offline Loaded m Online EEe If you created a dummy database in the Initial Setup Guide you should now remove it by selecting it and then press
46. y System Requirements Component Requirement Computer and pro 1 GHz processor or higher cessor Memory 256 MB of RAM or higher Operating system Windows XP or later Mac OS X 10 6 or later Linux OpenSUSE 12 3 or later Debian Lenny or later Ubuntu 12 04 or later Free hard disk space 200 MB Display 1280x720 or higher on computer running Hansoft Project Manager Server Admin istrator Other For e mail notifications access to a SMTP server without SSL requirement in necessary Network 1 Mbit s connection for hosting client access Linux specific Linux running on Intel x86 or x86_64 Architecture Kernel 2 6 18 or later GLIBC 2 4 or later libuuid Client deployment There are four ways in which the Hansoft client can be deployed to users 1 Standard installation The client can be installed on a user s machine the same as any other soft ware 2 Network installation The client can be installed on a network share accessible to all users 3 VM installation The client can be installed on a virtual machine on a user s machine 4 Remote The client can be used over terminal services or similar The most common deployment method is a standard installation 1 In this situation the Hansoft client on the user s machine will automatically upgrade or downgrade to match the version of the server the client is connecting to Hansoft is capable of connecting to servers running different versions from a single client installation A n
47. y connecting to a SMTP server You can configure server logs and email notifications through the Hansoft Server Administrator client Hansoft Server Administrator 2 Create new database E Company Projects State Online E Example Database State Online 2 Online offline state Setting EE NG CN NT Database file Transaction log file Change license permissions Client save password policy Maximum number of syncing clients Backup destination directory Automatic backups Last scheduled backup Next scheduled backup Database GUID S Import existing database J Remove database Offline settings Online settings signout Backup now Restore Value G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Database G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects TransactionLog Administrators in this database have permission to change the server license Clients connecting to this database can save their password hash in registry when logging in 10 G Users Oliver shin Desktop hansoftTest Project Manager Server Databases Company_Projects Backup Enabled 2013 09 20 09 08 53 2013 09 21 02 00 c19e9cc6 14fb 4add a27b 821563d78ade Backup settings License Your server license will expire 2020 01 01 Maximum users ZUUU Used users 34 License ID 52 Modules Time Reporting Earned Value Integration SDK License S
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