Home

Spectrum Installation Guide for Windows

1. Position Configure SAP Web Dynpro Before continuing make sure that you have done the following Entry 1 of 304 Make sure that you have configured the SAP Interface For more information see Configure the SAP GUI on page 45 SAP Application SAP NetWeaver 7 01 with Patch 3 and Spectrum Technology Platform is available PBS SCA files has been deployed System Landscape Directory SLD has been properly configured a b c d Set up JCO destinations Go to the NetWeaver Portal Content Administrator URL and login as J2EE_ADMIN or an account that has an Administrator Privilege Expand Deployed Content then pb com then pb com dqc On the Details window select the JCO Connections tab Select WD_DQC_MODELDATA_DEST and click Create Complete all the required information to be able to run and test the connection Repeat the steps and complete the required information for WOD_DQC_MODELDATA_DEST Note WD_DQC_MODELDATA_DEST is the Application Data and WD_DQC_RFC_METADATA_DEST is the Dictionary Metadata 2 Configure the BuildGlobalAddress web service in the SAP Visual Admin Installation Guide for Windows 49 Configure SAP ICWC a Go to lt drive gt usr sap lt system id gt DVEBMGS01 j2ee admin and click go bat and enter J2EE_ADMIN password Go to Cluster gt Server gt Services gt JCo RFC Provider and select the Bundles tab Enter all of the informa
2. Query Expression 1 Query Expression 2 Query Expression 3 Contact Token Expression Token Expression 1 Token Expression 2 Token Expression 3 List Mgmt Prospective Contact DeDup List Mgmt Prospective Contact Record Type List Mgmt Prospective Contact Query Query Expression 1 Query Expression 2 Expression Query Expression 3 List Mgmt Prospective Contact Token Token Expression 1 Token Expression 2 Expression Token Expression 3 Realtime Max Num of Records 200 e Select Site Map gt Administration Data Quality gt Third Party Administration gt Data Quality Settings Add the ff data for Data Quality Settings These settings enable data matching for your Siebel Application Enable DeDuplication Yes Installation Guide for Windows 75 Integrate Spectrum Technology Platform with Siebel Force User DeDupe Account Force User DeDupe Contact Force User DeDupe List Mgmt 19 Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ only Configure Siebel server configuration events The Siebel server must be configured so that the records created in the local database can be syn chronized to the server a Navigate to View gt Administration Server Configuration gt Servers gt Components gt Event b Locate the Workflow Process Manager Server components c Set the following Component
3. Technology Platform is designed so that modules can be added as you grow your system over time For example you may have one Spectrum Technology Platform module and then license another module a few months later The second product may be built on a newer version of Spectrum Technology Platform This will require you to upgrade your version of Spectrum Technology Platform In another case the second product is compatible with the installed version In both cases the install program recognizes if it needs to upgrade Spectrum Technology Platform and will do so without prompting If an upgrade is not required the installer will skip the Spectrum Technology Platform install steps and install the new module The process for adding a module is similar to that of a new installation In both cases you start the install ation process by running the Spectrum Technology Platform installer Note that Spectrum Technology Platform modules do not have their own installer Instead you use the Spectrum Technology Platform installer to add modules 1 If the Spectrum Technology Platform server is running stop the server To stop the server right click the Spectrum Technology Platform icon in the system tray shown below and select Stop Server 420s BOL 10 04AM 2 Insert the Spectrum Technology Platform DVD 3 Double click Install exe The installer walks you through the installation process e Select the modu
4. Siebel Industry 8 0 8 1 1 SDQ Siebel Business 8 0 8 1 1 SDQ only Copy the contents of lt Spectrum Package gt cfg to your BIN ENU folder i Select Start gt Control Panel gt Administrative Tools gt Services Right click the Siebel service and choose Start Activate the Spectrum Technology Platform workflows in the Siebel web client a Log in to the Siebel Application connecting to the server data source Select Site Map gt Administration Business Process gt Workflow Deployment c Query for all the GROUP 1 workflows Click Activate for each workflow Query for all the Promote workflows f Click Activate for the ff workflows Promote Prospect Single and Promote Prospect Many Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ only Load the Group 1 configuration a Log in to the Siebel application connecting to the server data source b Go to Site Map gt Administration Business Service gt Simulator Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel c Inthe top applet create a new record and set the following fields Method Name Run Process Iterations 1 d Inthe Input Arguments applet load lt Spectrum Package gt tools OptionsManagerLoadData xml Note Delete the entry if previous GROUP 1 options already exist in the database Run the fol lowing SQL Script DELETE SIEBEL S LST
5. 2 3 Download the files from geotax state fl us dorPubldx jsp Unzip the downloaded files and transfer them to the Spectrum Technology Platform server State files are often broken up into individual county files Combine all state and or county files into a single file Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Spectrum Technology Platform Enterprise Tax Module gt Database Load Utility Select State supplied TS 158 format file In the Source directory or file field specify the location of the database file you want to install In the Destination directory field specify the location where you want to install the database file Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally Click Next Installing the GeoTAX Auxiliary File The GeoTAX Auxiliary file contains new addresses that have not yet been added to the Master File It provides the most up to date address data possible 1 2 Insert the database disc or download the database from the Pitney Bowes Software website Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Spectrum Technology Platform Enterprise Tax Module gt Database Load Utility Select GeoTAX auxiliary file In the Source directory or file field specify the location of th
6. The Data Normalization Module and Universal Name Module require additional memory if you use the following name databases e Arabic Plus Pack 5 5 GB e Asian Plus Pack Chinese 32 MB e Asian Plus Pack Japanese 1 6 GB e Asian Plus Pack Korean 8 MB e Core Names 1 1 GB Note The Arabic Plus Pack and Asian Plus Pack databases are only supported on 64 bit computers Network Ports 1701 Used to maintain a connection to an internal database 8080 Used for HTTP communication with all clients including COM NET C etc During the install ation process you are given the option to specify a different port for HTTP communication 14 Spectrum Technology Platform 8 0 0 Chapter 2 System Requirements e 10119 Used for proprietary SOCKET client communication protocol Note You can modify these ports by editing the following file lt SpectrumPlatformLocation gt serv er app conf spring spectrum container properties You will need to restart the server if you change this file Network port conflicts can result in module components failing to start up One indication that a component has failed to start up is if it does not appear in the Management Console To troubleshoot the problem look in the Spectrum Technology Platform log file This log shows which port is causing the problem You can find the Spectrum Technology Platform log file in G1DCG S server app repository logs server log where G1DCG and G1D
7. 0 e eee eee 20 Upgrading from a Previous Version Upgrading from a Previous Version Before upgrading be sure to read the release notes for the new version The release notes contain im portant compatibility information as well as release specific installation notes 1 Stop the Spectrum Technology Platform server To stop the server right click the Spectrum Technology Platform icon in the Windows system tray and select Stop Server Alternatively you can use the Windows Services control panel and stop the Pitney Bowes Spectrum Technology Platform service If you have the Address Now Module installed shut down the Address Now server by going to the Windows services control panel and stopping the Address Now Server service If you have the Global Sentry Module installed shut down the Global Sentry server by going to the Windows services control panel and stopping the Global Sentry Database Server service The files in the folder lt SpectrumPlatformLocation gt server will be deleted Before upgrading review the files and folders in this location and back up any files you have modified If you are installing the Siebel or SAP modules be sure to back up existing dataflows especially any that are customized If you want to change the location where Spectrum Technology Platform is installed uninstall the existing Spectrum Technology Platform installation first For instructions on uninstalling see Re moving Spectrum
8. ACCOUNT WORKFLOW BATCH GROUP 1 GENERATE HASH KEY CONTACT WORKFLOW BATCH GROUP 1 GENERATE HASH KEY PROSPECT WORKFLOW BATCH EAI test workflows a b c d e GROUP 1 ADMIN EAI TEST ACCOUNT WORKFLOW GROUP 1 ADMIN EAI TEST CONTACT with ACCOUNT WORKFLOW GROUP 1 ADMIN EAI TEST CONTACT with ACCOUNT_PERSONAL ADDRESS WORKFLOW GROUP 1 ADMIN EAI TEST CONTACT with PERSONAL ADDRESS WORKFLOW GROUP 1 ADMIN EAI TEST PROSPECT WORKFLOW Copy the files from lt Spectrum Package gt workflow to C Group1_Data_Options_Manager xml Group1_Data_Responsibilities xml Group1_Data_Views xml Group1_EAl_Dataload_Account xml Group1_EAl_Dataload_Contact_With_Account xml Group1_EAl_Dataload_Contact_With_Account_Personal_Address xml Group1_EAl_Dataload_Contact_With_Personal_Address xml Group1_EAl_Dataload_Prospect xml Go through each imported workflow in the same order listed above and click Deploy Check in all locked projects a Select Tools gt Check In b Select all the Projects to check in and click Check in Compile all Projects a Select Tools gt Compile Projects b Click All Projects c Inthe Siebel Repository File field enter the path of your Siebel Web Client SRF file d Click Compile Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ Update the application CFG flie Spectrum Technology Platform 8 0 0 Chapter 7
9. If you are installing the SAP Module you must install these modules Address Now Module and Advanced Matching Module The Enterprise Tax Module is optional The Universal Addressing Module is only required if you will be using the SAP module service SAPValidateAddressWith Candidates e If you are installing the Siebel Module you must install these modules Advanced Matching Module Data Normalization Module and Universal Name Module You may need to install one or more of these modules depending on the features you have licensed Address Now Module Enterprise Geocoding Module and Universal Addressing Module e If you are on a 64 bit platform you are prompted to select 32 bit or 64 bit architecture Note that after you make this selection you will be able to change it just once upon upgrading to a new version After that you will need to uninstall and reinstall Spectrum Technology Platform to make a subsequent change e If no previous version is detected you are prompted for the HTTP port number Enter the HTTP port that you want to use and then press Enter The default is 8080 For a complete listing of ports used by Spectrum Technology Platform see System Requirements on page 13 When prompted enter your access keys one key per line The number of access keys you have depends on which features you licensed Your access keys can be found on the packing slip included with your shipment and the shipment notification email Access keys are
10. Module Databases c eeceecceeeeeeeeeeeeseeeneeeeeeees 35 Installing Universal Addressing Module Databases cccecceeesereeeeeeeeeeeeeeeeeneeeeeees 35 Installing Validate Address Global Databases cccccceceeeeeeeeeeeeeeteeeeteeeneeeeteeneeeees 36 Installing Universal Name Module Databasess ccccseeeceeeeneeeeeeeeeneeeeeseeeeeenseeneeeennes 36 Chapter 5 Installing Client 1OOIS ssssicassisicssnracisnsinsisnendeiisesamincannnsantudianedeunnenbondnaninin 39 Installing the Client TOONS ciccccccscccececsscecesccctiecvescecsievascectienesceastenceseastteveseasttestesesttines 40 Chapter 6 Installing the APU vssisiicccssstcscnvssisssndainnisanseacswnsianstiannasnimsssanstainseninasndaumsid 41 Introduction to Installing the Client APl ssssaassssnnunneunnnnnnnnnnnnnnnnnnnnnunnnnnnunnnnnnnnnnnnnnnnnnna 42 Installingrthe Chont AP liissi a i Ea 42 Chapter 7 Configuring SAP and Siebel seeeccceeeseeseeeeeeeeeeeeeeeseeceeeeeeeensens 43 Connguno SAP sirek AAIE A4 Import Dataflow Filesi orsin anaana E ERA 44 IMPO SAR File icoicnsedorheasiaaecessatvcrins iad ioa ae oian ieas aaoi a a 45 Contigure the SAP GUL cra RR 45 Contigure SAP Wob DynprOseissniensis a 49 conius SAP IOWO rroia a T acon dten ete 50 Configuring French Address Validation aeeeeeeesienrecccerreicernnnsterniadrrnnneaednnneeeia 51 COnNNOUrMO SODO laiia a aa a 51 Import Datalow Files iciisccetexeecacinatccans a a a ean
11. Name Id Installation Guide for Windows DedupToken Id Location Name City Country PostalCode State AddressLine1 City Country Id PostalCode State AddressLine1 AddressLine2 FirstName Id 73 Integrate Spectrum Technology Platform with Siebel Last Name LastName Middle Name MiddleName Primary Account Name Name Primary City City Primary Country Country Primary Postal Code Code Primary State State List Management Prospective Contact Account Account City City Country CountryName First Name FirstName Id Id Last Name LastName 74 Middle Name Postal Code State Street Address Street Address 2 d Add the ff Vendor Parameters Note Token Expression and Query Expression are custom fields in their respective Business Components MiddleName PostalCode StateProvince AddressLine1 AddressLine2 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel Table 15 Vendor Parameters Account DeDup Record Type Account Account Query Expression Query Expression 1 Query Expression 2 Query Expression 3 Account Token Expression Token Expression 1 Token Expression 2 Token Expression 3 Batch Max Num of Records 200 Siebel Business Only Business Address Business Address DeDup Record Type Siebel Industry Only CUT Address CUT Address DeDup Record Type Contact DeDup Record Type Contact Contact Query Expression
12. OF VAL WHERE CODE G1 e Click Run in the top applet of the Simulator view Delete the record f Repeat steps c and d for the ff files e ViewAccessLoadData xml e AdminAccessLoadData xml g Go to Site Map gt Administration Application gt Responsibilities h Query for the responsibility Group 1 Responsibility i Inthe Users tab add SADMIN or any Siebel administrator This associates the Group 1 Adminis tration Screen to the user Note In order to see the changes you must log in again j Go to Site Map gt Administration Group 1 Data Quality gt Options Manager gt General Be havior k Change the server and port number where the Spectrum Technology Platform server is located 13 Verify the installation a Log in to Siebel Application b All applets should load properly without error 14 Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ only Modify and apply web services a Go to Site Map gt Administration Web Services gt Outbound Web Services b Click Import on the Outbound Web Services area and then specify the file lt Spectrum Package gt tools GlWebService xml c Query on the Name field ValidateAddress and modify its settings as follows On the Service Port applet change the following fields e Transport Local Business Service e Address G1 WebService Filter Service On the Operat
13. RDI table and the eleven digit RDI table These are the R9 and R11 files provided from the U S Postal Service If the database requires keys and you did not enter the key for the database during installation see Adding Modules and Features on page 81 for instructions on adding access keys Installing Validate Address Global Databases This procedure describes how to install the databases used by the Validate Address Global stage For instructions on installing databases used by other Universal Addressing Module stages see Configuring Database Resources chapter of the Spectrum Technology Platform User s Guide 1 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the Pitney Bowes Software web site it will be downloaded as a zip file Unzip the database before proceeding with the installation Unzip the database file to the location you want The database zip files are e VAGlobal EMEA zip Contains the data for Europe Middle East and Africa e VAGlobal APAC zip Contains the data for Asia Pacific e VAGlobal Americas zip Contains the data for the Americas Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally To install the unlock code a Open the following file in a text editor lt SpectrumLocation gt server modu
14. Token Id Location Name Primary Account City Primary Account Country Primary Account Postal Code Primary Account State Primary Account Street Address Business Address City Country Id Postal Code State Street Address Street Address 2 Contact First Name Id Installation Guide for Windows DedupToken Id Location Name City CountryName PostalCode StateProvince AddressLine1 City CountryName Id PostalCode StateProvince AddressLine1 AddressLine2 FirstName Id 71 Integrate Spectrum Technology Platform with Siebel 72 Last Name Middle Name Primary Account Name Primary City Primary Country Primary Postal Code Primary State List Management Prospective Contact Account City Country First Name Id Last Name Middle Name Postal Code State Street Address Street Address 2 LastName MiddleName AccountName City CountryName PostalCode StateProvince Account City CountryName FirstName Id LastName MiddleName PostalCode StateProvince AddressLine1 AddressLine2 Spectrum Technology Platform 8 0 0 Table 14 Siebel Industry Chapter 7 Configuring SAP and Siebel Account Dedup Token Id Location Name Primary Account City Primary Account Country Primary Account Postal Code Primary Account State Primary Account Street Address CUT Address City Country Id Postal Code State Street Address Street Address 2 Contact First
15. case sensitive If you do not have access keys you can obtain them from www g1 com support under My Products Note that some databases require access keys which you should enter now Note Access keys expire 21 days after receipt If you installed the Global Sentry Module the server starts automatically To configure the service go to Control Panel gt Administrative Tools gt Services and double click Global Sentry Server When you complete the installation Spectrum Technology Platform starts automatically You will see a Spectrum Technology Platform icon in your Windows system tray R TOAL 10 04 am Spectrum Technology Platform is set to start automatically when Windows starts up To ensure that Spectrum Technology Platform has started right click on the Spectrum Technology Platform icon The Start Server menu item should be grayed out To stop Spectrum Technology Platform select Stop Server Windows 2003 Data Execution Prevention Setting Windows 2003 users may encounter installation problems if performance options are not set correctly Please follow these instructions to ensure your options are correctly set Ee NS Right click the My Computer icon and select Properties Click the Advanced tab Click Settings in the Performance section the top section of the dialog box Click the Data Execution Prevention tab Installation Guide for Windows 19 Windows 2008 R2 Server Data Execution Prevention Set
16. file has been deployed 1 Activate the BC sets a Log on to the client where the settings for the Spectrum Technology Platform SAP Module is to be configured b Enter the T Code SCPR20 to activate Business Configuration BC sets This will place the default entries on the Spectrum Technology Platform customizing tables Enter the BC Set HSGRP1 BC SET_BC_BAS_PV Activate it with the options Overwrite Data and Default Mode Installation Guide for Windows 45 Configure the SAP GUI 46 Activation Options Caution You have started the BC Set activation If you continue new data records will be created and or existing ones overwritten Activation Options iy FSALVADOR Overwrite Data Date Time 15 09 2008 16 06 05 Overwrite All Data System Client DC6 100 O Default Values not Overwritten Workbench Reqst Not Required Customizing Reqgst DC6K900105 Select Activation Mode Activation Links Create Locally Default Mode Reccomend O Expert Mode Activation Languages German fa English E W RNL c After activating the BC set for Postal Validation select and activate the remaining BC Sets HSGRP1 BCSET_BC_BAS_DES HSGRP1 BCSET_BC_BAS_GTX HSGRP1 MERGE_SET TINGS with the Activation Options set to Overwrite Data and Expert Mode Set Up the RFC destination a Go to transaction SM59 Click Create b Complete the details of the RF
17. on page 85 Run the Spectrum Technology Platform installer to upgrade your system Installing Spectrum Technology Platform Before installing Spectrum Technology Platform be sure to read the release notes The release notes contains important compatibility information as well as release specific installation notes 1 2 3 18 Open the Spectrum Technology Platform installation package e If you are installing from DVD Insert the Spectrum Technology Platform DVD e If you are downloading Spectrum technology Platform Go to www g1 com support log in and browse to My Products gt Spectrum Technology Platform Download the software and obtain the access key for each module you are installing as well as the databases for your modules Extract the zip file Make sure that the Use Folder Names check box is selected before extracting the files otherwise your folder structure will not be correct Double click the file install exe The installer walks you through the installation process When prompted select the modules that you want to install Spectrum Technology Platform 8 0 0 Chapter 3 Installing the Server and Modules e If you are upgrading from a previous version of Spectrum Technology Platform your currently installed modules are selected e If this is the first time you are installing Spectrum Technology Platform make sure that Spec trum Technology Platform is selected
18. user interface and eEvents Obj Mjr business objects for the Market ing application Mktg Srv List Import Service Manager Marketing Server Used for list management list import d Click the Synchronize view tab and click Synchronize e Restart the Siebel server The Siebel server must be restarted each time synchronization occurs Installation Guide for Windows 77 Installing the Permanent License File In this section Install Permanent License File 00 80 Install Permanent License File Install Permanent License File A license file provides long term access to your software pursuant to the terms of your license For new installations the access key you enter during installation provides temporary access to the software for 45 days allowing you to start using your software immediately while you obtain your license file For upgrades of existing Spectrum Technology Platform installation you may continue to use your existing license file you do not need to get a new one Spectrum Technology Platform uses a license management system that enables Pitney Bowes Software to administer agreements with customers and data providers The license management system monitors transaction counts term limits and regulatory compliance Failure to adhere to license restrictions may result in the disabling of the product until compliance is achieved You may be required to update your permanent license file s per
19. x x x Account SSE X X X X X Contact x x x Contact SSE X CUT Account X CUT Siebel Communic ations 56 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel X CUT Usage X X X DNB Data X X X DeDuplication X eAutomotive X X X X X Employee X FINS Contract X FINS Contract Info X FINS Deal Commercial X FINS Financial Services X FINS Oppportunity x x X Group 1 Data Quality X X X X X Group 1 EAI Testing X X X X Group 1 Workflow X X List Mgmt Import X X X X X List Mgmt UI X X Mvg X X X Oppty x x x Oppty SSE X X X X Personal Contact X X X X X Picklist X X X Server Component Re quests Installation Guide for Windows 57 Integrate Spectrum Technology Platform with Siebel Siebel Sales Enterprise Siebel Universal Agent VERT CUT Address VERT Cut Common 4 Siebel 7 8 and 8 0 8 1 1 non SDQ only Import the Spectrum Technology Platform Siebel objects a Select Tools gt Import from Archive b Import the Siebel SIF files located in lt Spectrum Package gt sif Select Overwrite the object definition in the repository and click Next to proceed until the import process has been com pleted Siebel Enterprise 7 8 and Siebel Industry 7 8 e G1_NEWsif e G1_APPLETsif e G1_BO sif e G1_BC sif e G1_BC_SCRIPTS sif e G1_EAI_TESTING sif e G1_APPLICATION sif G1_PICKLIST sif e G1_VIEW sif Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ e G1_NEW sif e G
20. 1_APPLET sif G1_BO sif e G1_LINK sif e G1_BC sif e G1_BC_SCRIPTS sif e G1_EAI_TESTING sif e G1_APPLICATION sif e G1_PICKLIST sif e G1_VIEW sif G1_WORKFLOW sif 8 1 1 only Rebranding sif 5 Siebel Enterprise 7 8 and Siebel Industry 7 8 only Deploy the data quality workflows a Go to Workflow Process objects using the Object Explorer b Right click on the Workflow Processes area and choose Import Workflow Process c Specify Group 1 Workflow as project name for each workflow imported 58 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel d Import the workflows in the order shown in the following list The workflows are located in lt Spectrum Package gt workflow 1 Baseline workflows GROUP 1 ADMIN VIEW ACCESS WORKFLOW GROUP 1 ADMIN ADMIN ACCESS WORKFLOW GROUP 1 ADMIN OPTIONS MANAGER WORKFLOW GROUP 1 DATA CLEANSING WORKFLOW GROUP 1 DNB ASYNC WORKFLOW GROUP 1 GENERATE HASH KEY WORKFLOW GROUP 1 GEOCODING WORKFLOW GROUP 1 NAME CASING WORKFLOW GROUP 1 NAME CASING ACCOUNT WORKFLOW BATCH syerooaoo 2 Async workflows GROUP 1 ASYNC ACCOUNT WORKFLOW GROUP 1 ASYNC ADDRESS WORKFLOW GROUP 1 ASYNC ASSOC ADDRESS ACCOUNT WORKFLOW GROUP 1 ASYNC ASSOC ADDRESS CONTACT WORKFLOW GROUP 1 ASYNC CONTACT WORKFLOW GROUP 1 ASYNC DELETE DEDUP RESULT ADDRESS WORKFLOW GROUP 1 ASYNC DELETE DEDUP RESULT PARENT WORKFLOW GROUP 1 ASYNC PERSONAL ADDRESS CONTACT WORKFLOW GROUP 1
21. ASYNC WORKFLOW syemreoaoo D 3 BNS workflows a GROUP 1 BUSINESS NAME STANDARDIZATION WORKFLOW 4 Data cleansing workflows GROUP 1 DATA CLEANSING ACCOUNT WORKFLOW BATCH GROUP 1 DATA CLEANSING CONTACT WORKFLOW BATCH GROUP 1 DATA CLEANSING PROSPECT WORKFLOW BATCH GROUP 1 DATA CLEANSING with GEOCODING ACCOUNT WORKFLOW BATCH GROUP 1 DATA CLEANSING with GEOCODING CONTACT WORKFLOW BATCH GROUP 1 DATA CLEANSING with GEOCODING PROSPECT WORKFLOW BATCH mo gaoo8 5 Geocoding workflows a GROUP 1 GEOCODING Business Address BATCH WORKFLOW b GROUP 1 GEOCODING Personal Address BATCH WORKFLOW c GROUP 1 GEOCODING Prospect BATCH WORKFLOW 6 Name casing worflows a GROUP 1 NAME CASING CONTACT WORKFLOW BATCH b GROUP 1 NAME CASING PROSPECT WORKFLOW BATCH 7 Deduplication workflows a GROUP 1 DATA DEDUPLICATION ACCOUNT WORKFLOW BATCH Installation Guide for Windows 59 Integrate Spectrum Technology Platform with Siebel 60 f 10 papp GROUP 1 DATA DEDUPLICATION CONTACT Business Address WORKFLOW BATCH GROUP 1 DATA DEDUPLICATION CONTACT Personal Address WORKFLOW BATCH GROUP 1 DATA DEDUPLICATION PROSPECT WORKFLOW BATCH GROUP 1 DATA DEDUPLICATION WORKFLOW DNB workflows papp GROUP 1 DNB BATCH WORKFLOW GROUP 1 DNB EAI WORKFLOW GROUP 1 DNB LOAD BATCH WORKFLOW GROUP 1 DNB VBC WORKFLOW GROUP 1 DNB WORKFLOW Generate hashkey workflows a b c GROUP 1 GENERATE HASH KEY
22. C Enter any valid name in RFC Destination select G HTTP connection to external server in Connection Type and add a short description in Description 1 and then press Enter c On the Technical Settings tab in the Target Host field enter the computer name or IP Address of the server where the Spectrum Technology Platform server was installed In the Service No field enter 8080 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel RFC Destination SPECTRUM6 0 d On the Special Options tab select No Timeout and HTTP 1 1 on HTTP Setting and then save the configuration Installation Guide for Windows 47 Configure the SAP GUI RFC Destination SPECTRUM6 0 RFC L ni SPECTRUMB 0 Connection Type G HTTP Connection to External Serv Description Description Description 1 Spectrum Description Description 3 Administration Technical Settings Logon amp Security TAEK tir Timeout ICM Default Timeout No Timeout Specify Timeout 1 Timeout in msec 1 to 9999999 HTTP Setting Status of HTTP Version HTTP Version QHTTP 1 0 HTTP 1 1 Compression Status Compression Inactive Active Depends on MIME Type O Active hole Document Status of Compressed Response Compressed Response Ves ONo HTTP Cookies Type of Cookies Acceptance Accept Cookies ON
23. CG are the environment variables for the Spectrum Technology Platform directory Additional Requirements e DVD ROM drive e Administrator rights Client Tools Requirements Operating system requirements e Windows XP Windows 7 The following is the amount of disk space needed to install the client without any modules Each module you install requires additional disk space Enterprise Designer Management Console and Interactive Driver 86 MB e Client API 1 25 GB e Microsoft NET Framework 4 0 available from the Spectrum Technology Platform Welcome Page http lt SpectrumServerName gt 8080 e A monitor with 800 x 600 resolution e Maximum DPI settings e Windows XP Large size 120 DPI e Windows 7 Medium 125 e JDK 1 6 is required to install the Client API Be sure that JDK 1 6 is in the PATH environment variable Once installed the Client API supports JDK 1 4 and greater e iSeries platforms support the Client API in Java only Adobe Reader 7 or later for viewing and saving reports To use the Business Steward Portal or the Data Hub Relationship Analysis Client a browser with Mi crosoft Silverlight 4 installed See www microsoft com getsilverlight Installation Guide for Windows 15 Installing the Server and Modules In this section e Upgrading from a Previous Version 18 e Installing Spectrum Technology Platform 18 e Using the Silent Installer 0
24. Candidates In each dataflow open the Geocode US Address stage In the Database field select the name of the geocoding database as defined in the Management Console The default name is KGDDatasource but if the geocoding database has a different name on your system select the appropriate name Note For more information about database resources see the Spectrum Technology Platform Administration chapter of the Spectrum Technology Platform User s Guide Save and close each dataflow Integrate Spectrum Technology Platform with Siebel 1 Copy Siebel objects to your system a Open the Spectrum Technology Platform DVD If you downloaded Spectrum Technology Platform browse to the location where you downloaded the software b Browse to the appropriate folder for your version of Siebel as shown in the following table Siebel Enterprise 7 8 Siebel Objects 7 8 Enterprise Siebel Industry 7 8 Siebel Objects 7 8 Industry Siebel Business 8 0 Non SDQ Siebel Objects 8 0 Business non SDQ Siebel Business 8 0 SDQ Siebel Objects 8 0 Business SDO Installation Guide for Windows 53 Integrate Spectrum Technology Platform with Siebel Siebel Industry 8 0 Non SDQ Siebel Objects 8 0 Industry non SDQ Siebel Industry 8 0 SDQ Siebel Objects 8 0 Industry SDO Siebel Business 8 1 1 Non SDQ Siebel Objects 8 1 1 Business non SDQ Siebel Business 8 1 1 SDQ Siebel Objects 8 1 1 Business SDQ Siebel Industry 8 1 1 Non SDQ Siebel Object
25. Configuring SAP and Siebel a Open the appropriate cfg file in an editor For example for Siebel Enterprise 7 8 and Siebel Business 8 0 8 1 1 e Siebel Call Center uagent cfg e Siebel Sales siebel cfg For example for Siebel Industry 7 8 and Siebel Industry 8 0 8 1 1 eAutomotive auto cfg e Financial fins cfg e eCommunication ecomm cfg Siebel cfg files are usually found in the following locations e Siebel thick client Siebel lt version gt web client bin enu e Siebel thin client lt Siebel Server gt bin enu b Add the following lines under the n WE section ClientBusinessService0 Gl Async Service ClientBusinessServicel Gl Business Name Standardization Service ClientBusinessService2 Gl Common Browser Scripts Service ClientBusinessService3 Gl Common Server Scripts Service ClientBusinessService4 Gl DNB VBC Service ClientBusinessService5 Gl Data Cleansing Service ClientBusinessService6 Gl DeDuplication Service ClientBusinessService7 Gl Generate HashKey Servic ClientBusinessService8 Gl GeoCoding Service ClientBusinessService9 Gl Interactive Servic ClientBusinessServicel0 Gl Merge Records Service ClientBusinessServicell Gl Name Casing Service ClientBusinessServicel2 GlWebServic 9 Deploy the Siebel objects in the client Note Keep a backup of the old SRF in case old binaries need to be re implemented a Copy the generated SRF to your web
26. EGM_ADN df SiebelValidateAddressWithNoCan didates EGM_ADN df Universal Addressing Module only SiebelValidateAddressWithCandidates UAM df SiebelValidate AddressWithNoCandidates UAM df Enterprise Geocoding Module only SiebelValidateAddressWithCandidates EGM df SiebelValidate AddressWithNoCandidates EGM df Address Now Module only SiebelGetGlobalCandidateAddresses df subflow SiebelValid ateAddressWithCandidates ADN df SiebelValidateAddressWith NoCandidates ADN df Note The following dataflows were automatically installed when you installed the Siebel Module SiebelBusinessNameStandardization df 52 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel SiebelStandardizeName df e SiebelGenerateMatchKey df e SiebelGenerateMatchScore df e SiebelGenerateSearchKey df Note If errors occur in Management Console or Enterprise Designer delete the contents of lt WindowsTemporaryDirectory gt glAssemblies where lt WindowsTemporaryDirectory gt is one of the following TMP TEMP USERPROFILE or the Windows directory Typically C Documents and Settings lt USERNAME gt Local Settings Temp g1Assemblies After you delete the contents of this folder log in again Optional Verify the Geocoding Database Resource Name If you are using the Enterprise Geocoding Module 1 In Enterprise Designer open each of these dataflows SiebelGeocodeUSAddressWithCandidates and SiebelGeocodeUSAddressWithNo
27. Event Configuration for Workflow Process Manager Task Configuration Component Tracing SQL Parse and Execute Workflow Definition Loading Workflow Engine Invoked Workflow Step Execution Workflow Process Execution Object Manager Business Service Operation and SetErrorMsg Log Object Manager Business Component Opera tion and SetErrorMsg Log Object Manager SQL Log d Locate the Transaction Merger server components 4 e Set the following Component Event Configuration for Transaction Merger General Events Components Tracing 76 4 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel SQL Parse and Execute 4 20 Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ only Enable marketing server components The Marketing Server Components must be enabled to import a list from the List Management business object a Navigate to Administration Server Configuration gt Enterprises gt Component Groups b Inthe Spectrum Technology Platform Server list select the appropriate server c Inthe Enterprise Component Groups list locate each of the required component groups using the following table If the Enable State field does not contain the value Enabled select the component groups click the menu button and choose Enable Component Group MktgOM e Marketing Obj Mgr Marketing Object Manager eMarketing Obj Mgr Supports the
28. HTS IN NO EVENT SHALL THE COPYRIGHT HOLDER OR HOLDERS INCLUDED IN THIS NOTICE BE LIABLE FOR ANY CLAIM OR ANY SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE DATA OR PROFITS WHETHER IN AN ACTION OF CONTRACT NEGLIGENCE OR OTHER TORTIOUS ACTION ARISING OUT OF ORIN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE Except as contained in this notice the name of a copyright holder shall not be used in advertising or otherwise to promote the sale use or other dealings in this Software without prior written authorization of the copyright holder GeoNames Notices The World Geocoding data set contains data licensed from the GeoNames Project www geonames org provided under the Creative Commons Attribution License Attribution License located at http creative commons org licenses by 3 0 legalcode Your use of the GeoNames data described in the Spectrum Technology Platform User Manual is governed by the terms of the Attribution License and any conflict between your agreement with Pitney Bowes Software Inc and the Attribution License will be resolved in favor of the Attribution License solely as it relates to your use of the GeoNames data Pitney Bowes Software Documentation Team pbbidocs pb com June 26 2012 Contents Chapter 1 Installation Overview ccceeeeeeeee eee e ee ee eee eee eee 9 Overview of Installation ProCeSs ceeseccsesseeeeeeeeeeeeeseeeeee
29. SAP and Siebel CUT Account CUT Siebel Communic ations CUT Usage DNB Data DeDuplication eAutomotive Employee FINS Contract FINS Contract Info FINS Deal Commercial FINS Financial Ser vices FINS Oppportunity Group 1 Data Quality Group 1 EAI Testing Group 1 Workflow List Mgmt Import List Mgmt UI Mvg Oppty Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Create and Toggle Object Locking Create and Toggle Object Locking Create and Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking Toggle Object Locking 55 Integrate Spectrum Technology Platform with Siebel Oppty SSE Toggle Object Locking Personal Contact Toggle Object Locking Picklist Toggle Object Locking Server Component Toggle Object Locking Requests Siebel Sales Enter Toggle Object Locking prise Siebel Universal Agent Toggle Object Locking VERT CUT Address Toggle Object Locking VERT Cut Common Toggle Object Locking 3 Check out the Siebel Projects a Log in to Siebel Tools on Local Datasource b Select Tools gt Checkout c Select the projects indicated in the following table and click Checkout x x x x Account x x x Account SCW x x
30. Spectrum Technology Platform Version 8 0 0 Installation Guide for Windows 2012 Pitney Bowes Software Inc All rights reserved MapInfo and Group 1 Software are trademarks of Pitney Bowes Software Inc All other marks and trademarks are property of their respective holders USPS Notices Pitney Bowes Inc holds a non exclusive license to publish and sell ZIP 4 databases on optical and magnetic media The following trademarks are owned by the United States Postal Service CASS CASS Certified DPV eLOT FASTforward First Class Mail Intelligent Mail LACS NCOA PAVE PLANET Code Postal Service POSTNET Post Office RDI Suite United States Postal Service Standard Mail United States Post Office USPS ZIP Code and ZIP 4 This list is not exhaustive of the trademarks belonging to the Postal Service Pitney Bowes Inc is a non exclusive licensee of USPS for NCOA processing Prices for Pitney Bowes Software s products options and services are not established controlled or approved by USPS or United States Government When utilizing RDI data to determine parcel shipping costs the business decision on which parcel delivery company to use is not made by the USPS or United States Gov ernment Centrus Notices Centrus Data Products contained on this media and used within Centrus applications are protected by various trademarks and by one or more of the following copyrights Copyright United Stat
31. TC vix In Management Console open the Enterprise Tax Module database resource tool and define a database resource that includes the database you just installed Be sure to update Assign GeoTAX info to use the new database resource Installing the Global Sentry Module Database The following databases are required to run Global Sentry in real time mode e globalsentrydb script e globalsentrydb properties The following databases are required to run Global Sentry in batch mode e globalsentrydb script Installation Guide for Windows 33 Installing the Global Sentry Module Database 34 In globalsentrydb properties globalsentrydb addresses csv globalsentrydb fullnames csv globalsentrydb ids csv globalsentrydb names csv addition you must install the Data Normalization Module databases to use Global Sentry For instruc tions see Installing Data Normalization Module Databases on page 25 1 2 Open the Windows services control panel and stop the service Global Sentry Database Server Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Stop Server Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the Pitney Bowes Software web site it will be downloaded as a zip file Unzip the database before proceeding with the installation Select Start g
32. all the Microsoft NET Framework 3 Click the link to install the client tool you want e To install Enterprise Designer Management Console or Interactive Driver click Client Installers To install Job Executor click Job Executor To install Process Flow Executor click Process Flow Executor 40 Spectrum Technology Platform 8 0 0 Installing the API In this section e Introduction to Installing the Client API 42 e Installing the Client API 2000000 42 Introduction to Installing the Client API Introduction to Installing the Client API The Client API is used to integrate Spectrum Technology Platform functionality into your applications If you will be creating your own program to call Spectrum Technology Platform you need to install the Spectrum Technology Platform Client API on the system where you will be developing your application Installing the Client API 1 Insert the Spectrum Technology Platform Client API DVD or locate the installation folder where you downloaded the installation software 2 Double click the sdkinst exe file 3 The installer guides you through the installation process 42 Spectrum Technology Platform 8 0 0 l Configuring SAP and Siebel In this section Configuring SAP s ssrricssrsessiosesrostnnTad 44 e Configuring Siebel 0 cece eee eee 51 Configuring SAP Configuring SAP To configure the SAP Module an
33. ata Normalization Module databases on Windows Server 2008 you need admin 26 istrator privileges Make sure no applications are running Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Stop Server Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the web site it will be downloaded as a zip file Unzip the database before proceeding with the installation Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Data Normalization Module gt Database Load Utility Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally If the database requires keys and you have not entered the key see Adding Modules and Features on page 81 for instructions on adding access keys Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Start Server Spectrum Technology Platform 8 0 0 Chapter 4 Installing Databases Installing Enterprise Geocoding Module Databases This module has several databases You may have one or more of these depending on the features you have lic
34. ation Guide for Windows 11 System Requirements In this section e Server Requirements 0 0000ee eee eee eee 14 e Client Tools Requirements 000000e0es 15 Server Requirements Server Requirements Operating Systems e Windows 2003 Server e Windows 2008 Server Disk Space 1 3 GB to install all modules less if installing fewer modules e You will also be loading one or more databases The total disk space varies depending on what modules s and what database s you are installing e Typically you should have 2 GB to 3 GB of temp space for the installation to extract the files it needs but you may need more depending on the options you are installing If necessary modify your TEMP environment variable to point to a location with enough space Memory e Basic memory requirement 2 GB The Enterprise Geocoding Module requires an additional 500 MB memory for the first non U S geo coder and 250 MB for each additional non U S geocoder with these exceptions e Germany Australia and the U K each require 1 GB additional memory e Japan requires 2 GB additional memory Note that you may distribute processing among multiple servers which may allow you to take advantage of existing hardware instead of adding memory to a single Spectrum Technology Platform server This is referred to as remote server processing For information on remote servers see the Spectrum Technology Platform User s Guide
35. ations you can use them with a server running on Unix or Linux Management Console Use the Management Console to set processing defaults manage jobs specify security settings and other administrative tasks Enterprise Designer Use Enterprise Designer to create and manage dataflows Interactive Driver Use Interactive Driver to test different processing settings Interactive Driver allows you to run a small number of records through a process to preview the result e Job Executor The Job Executor is a command line tool that allows you to run a job from a command line or script The job must have been previously created and saved on Spectrum Technology Platform using Enterprise Designer e Process Flow Executor The Process Flow Executor is a command line tool that allows the execution of a process flow from a command line or script The process flow must have been previously created and saved on Spectrum Technology Platform using Enterprise Designer To install the client tools 1 Open a web browser and go to the Spectrum Technology Platform Welcome Page at http lt servername gt lt port gt For example if you installed Spectrum Technology Platform on a computer named myspectrumplat form and it is using the default HTTP port 8080 you would go to http myspectrumplatform 8080 2 If you do not have Microsoft NET Framework installed click Microsoft NET Framework link and follow the prompts to inst
36. b Payroll Tax Districts PAY txb and Personal Property Tax Districts PTD txb Taxware cross reference file Select this option to install the Taxware sales tax cross reference file Sales tax cross reference files allow you to use the Enterprise Tax module to determine tax jurisdictions for a given address then use Taxware software to determine the sales tax rates for those jurisdictions Vertex cross reference file Select this option to install the Vertex cross reference file if you obtained the file from Vertex Sales tax cross reference files allow you to use the Enterprise Tax module to determine tax jurisdictions for a given address then use Vertex software to determine the sales tax rates for those jurisdictions PBBI Vertex cross reference file Select this option to install the Vertex cross reference file supplied by Pitney Bowes Software In the Source directory or file field specify the location of the database file you want to install In the Destination directory field specify the location where you want to install the database file Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally Click Next In Management Console open the Enterprise Tax Module database resource tool and define a database resource that includes the database you just installed Be sure to update Assign GeoTAX info to
37. ble View text box enter BSPWDV_EHSET_ASG and then click Maintain to change the current configurations Select New Entries to add the Spectrum Technology Platform Enhancement Set After the screen is displayed type the client number where the enhancement set would take effect and the enter HSGRP1 ENHANCEMENT_SET as the Enhancement Set Add the ICWC Configurations Enter T CODE BSP_WD_CMPWB Enter ICCMP_DETAIL in the Component text box and HS GRP1 ENHANCEMENT_SET in the Enhancement Set text box and click Display Expand Views and select HSGRP1 BUPA_CMP_VIEW BuPaDetailSelectDup Customer Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel Structure of Component ICCMP_BP_DETAIL Enhancement Set HSGRP1 E S Test e BOL Model E F wizard Log p SAP Reference IMG f Find View Layout aaBrowser Component Structure FaBOL Model Browser daRuntime Repository Editor 7 EJHSGRP1 BUPA_CMP_VIEW BuPa gt lance gt FA HSGRP1 BUPA_CMP_VIEWEL d Component 7 View Controller A Component Controller Py Y 9 BuPaDetailSelectbuple D Windows Implementation Clas D amp Custom Controllers b Context 7 Views D Context related Meth D Breadcrumbs and M D Toolbar related Meth D Controller Initializatic ES HSGRP1 BUPA_CMP_VIEW BuPADetailEmptySelect PR ICCMP BP DETAIL BuPaCommAccount After the View is displayed go to the Conf
38. ccsssseneeesseeneeeeseeeneeeeeseeeeeeneees 25 Installing Enterprise Geocoding Module Databases cececccesseeneeeeeeeeseeeeeeeeneeeeeeees 27 International Geocoding Databases aiissesici2sssveccuahsyoteectenioceesdatedaet cadeheseenetnsideeuitheneeenenans 27 U S Geocoding Databases cesuiiciccisstecraiMaceecdta antisense ancient are t 28 U S Reverse Geocoding Databases icscnciaiisniitainad now tinnaaiieidlisisaeiiien 29 Points Databases US ONY sainia a e 29 Early Waming System U S ON hers nnkan a ieee 29 Installing Enterprise Routing Module DatabaSseS sssssuussennnnnrnnnnnnrnnnnnnnnnnnnnnnnnnnnnnnn 30 Installing Enterprise Tax Module DatabaSseS ssssssuesrennnenrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nan 30 Installing Master Files Taxware Vertex and Boundary Files 30 Installing Florida Format FIBS perssona arian nba RRRA 31 lnstalling TS 159 Format Filesigscicorsteistoscetaastaceesasesoeesaadchaseore uahdsee pecan Gacenadenlangeaddcaaatadas 32 Installing the Geo TAX Auxiliary Pile vie cc2 ceo ssesccech eaten Maced nscitedascliteecteceueatiers 32 installing a User Auxiliary Pile iciscasscceevsdaanierasnesreetasteeneiaatvacecteassanentevsieneiatnaainnereuaciens 32 Installing Payroll Tax Correspondence Fil S 0 ccccseeecccassecseneesteccscetssaadeneetaeenenereas 33 Installing the Global Sentry Module Database cccseeeccsseeneeeeeseeeeeeenseeeeeenneeeeeenenes 33 Installing Location Intelligence
39. ce tool in the Management Console to define the database as a resource For more information see Configuring Database Resources chapter of the Spectrum Technology Platform User s Guide Note If you installed the Australia Geocoded National Address File G NAF you must specify the GNAF 123 and GNAF456 subfolders as separate database resources in the Management Console If you install the Australia Geocoded National Address File G NAF there will be two subfolders GNAF123 and GNAF456 GNAF123 contains the point level dictionary This has the highest precision of geocoding characterized by Reliability Level 1 2 or 3 GNAF456 contains the remainder of address information Installation Guide for Windows 27 U S Geocoding Databases U S 28 in G NAF that does not meet high precision geocoding criteria characterized by Reliability Level 4 5 or 6 We recommend that you use both databases to validate the existence of addresses but only use GNAF 123 for parcel level geocoding If you do not require parcel level geocodes you can use GNAF456 for geocoding Geocoding Databases The U S geocoding databases contain the spatial data necessary to perform address standardization and geocoding You must install at least one of these databases e Centrus Enhanced Geocoding This database consists of TIGER data provided by the U S Geolo gical Survey and address data provided by the U S Postal Service e GDT Geocoding This database
40. client objects folder Example C Program Files Siebel 8 0 web client OBJECTS ENU b Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ only Open a command prompt and go to the BIN folder of the web client Example c Program Files Siebel 7 8 web client BIN c Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ only Generate browser scripts by issuing the command genbscript ENU siebel cfg public enu folder For example C Program Files Siebel 7 8 web client BIN gt genbscript enu siebel cfg C Program Files Siebel 7 8 web client PUBLIC enu d Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ only Copy g1_check gif and g1_x gif from the temporary folder to public enu images in the Siebel web client Installation Guide for Windows 61 Integrate Spectrum Technology Platform with Siebel 62 10 11 12 e Siebel Business 8 0 8 1 1 SDQ and Siebel Industry 8 0 8 1 1 SDQ only Copy the contents of lt Spectrum Package gt d11 to your BIN folder f Siebel Business 8 0 8 1 1 SDQ and Siebel Industry 8 0 8 1 1 SDQ only Copy the contents of lt Spectrum Package gt cfg to your BIN ENU folder Deploy the Siebel objects to the server a Select Start gt Control Panel gt Administrative Tools gt Services R
41. cluded in your shipment but some U S postal data must be downloaded from the USPS website Once Spectrum Technology Platform modules and databases are installed you install the client tools by downloading them from your Spectrum Technology Platform server The client tools are Management Console Used for administering Spectrum Technology Platform Enterprise Designer Used for creating and modifying dataflows and process flows e Interactive Driver Used to preview output from services e Job Executor A command line tool that allows you to run jobs from a command line or script Spectrum Technology Platform 8 0 0 Chapter 1 Installation Overview Process Flow Executor A command line tool that allows you to run process flows from a command line or script If you will be integrating Spectrum Technology Platform into an application you will need to install the Client API on the computer where you will be developing the application The Client API allows access to Spectrum Technology Platform through several programming languages including Java C and web services You can install the Client API directly to your computer or on the Spectrum Technology Platform server where it can be downloaded as needed Finally with Spectrum Technology Platform installed successfully you will need to obtain a license file from Pitney Bowes Software which provides long term access to your software Install
42. d List Mgmt Prospective Contact Type Table 10 Siebel Industry Account DataCleanse Record Type Account CUT Address DataCleanse Record Type CUT Address Contact DataCleanse Record Type Contact List Mgmt Prospective Contact DataCleanse Record Type List Mgmt Prospective Contact e Select Site Map gt Administration Data Quality gt Third Party Administration gt Data Quality Settings Add the ff data for Data Quality Settings These settings enable data cleansing for your Siebel Application Installation Guide for Windows 69 Integrate Spectrum Technology Platform with Siebel Enable DataCleansing 18 Siebel Business 8 0 8 1 1 SDQ and Siebel Industry 8 0 8 1 1 SDQ only Configure data matching configuration parameters a Select Site Map gt Administration gt Data Quality gt Third Party Administration On the Vendor Applet include the ff value G1DataMatching Group1Connector b Add the ff BC Vendor Field Mapping Table 11 Siebel Business Account DeDuplication Business Address DeDuplication Contact DeDuplication List Mgmt Prospective Contact DeDuplication Table 12 Siebel Industry Account DeDuplication CUT Address DeDuplication Contact DeDuplication List Mgmt Prospective Contact DeDuplication c Under each BC Operation add the ff Field Mappings 70 Spectrum Technology Platform 8 0 0 Table 13 Siebel Business Chapter 7 Configuring SAP and Siebel Account Dedup
43. d your SAP system Import SAR Files on page 45 Configure the SAP GUI on page 45 Configure SAP Web Dynpro on page 49 Configure SAP ICWC on page 50 So NS Import Dataflow Files When you install the SAP Module several dataflow files are automatically installed Other dataflow files must be manually copied into Spectrum Technology Platform 1 If you are adding the Address Now Module Enterprise Tax Module or Universal Addressing Module to an existing installation a Open Spectrum Technology Platform Enterprise Designer b Select View gt Server Explorer c Delete this dataflow SAPValidateAddressWithCandidates 2 Go to lt SpectrumPlat formLocation gt server modules dataflows sap 3 Review the following table then copy the applicable dataflow files to lt SpectrumPlatformLocation gt server app import Table 1 Dataflow Files To Import Universal Addressing Module and SAPAssignGeoTAXInfo df Address Now Module and Enter SAPBatchAssignGeoTAXInfo df prise Enterprise Tax Module SAPGenerateCASSReport df SAPValidateAddressAndAssignGeoTAX Info df SAPValidateAddressWithCandidates UAM_ANOW_ETM df Universal Addressing Module and SAPGenerateCASSReport df Address Now Module SAPValidateAddressWithCandidates ANOW df SAPValidateAddressWithCandidates UAM df Universal Addressing Module and SAPAssignGeoTAXInfo df Enterprise Tax Module SAPBatchAssignGeoTAXInfo df SAPGenerateCASSReport df SAPValidateAddressAndAssignGeoTAXI
44. e database file you want to install In the Destination directory field specify the location where you want to install the database file Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally Click Next The program produces a database file called G1GTAX2 and G1GTAX2 vix The Enterprise Tax Module can now use the auxiliary file for matching In Management Console open the Enterprise Tax Module database resource tool and define a database resource that includes the database you just installed Be sure to update Assign GeoTAX info to use the new database resource Installing a User Auxiliary File A user defined auxiliary file contains addresses that override the results from master files in street level matching For instructions on creating a user defined auxiliary file see the Spectrum Technology Platform User s Guide 32 Spectrum Technology Platform 8 0 0 Chapter 4 Installing Databases Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Spectrum Technology Platform Enterprise Tax Module gt Database Load Utility Select User auxiliary file In the Source directory or file field specify the location of the database file you want to install In the Destination directory field specify the location where you want to install the database file Note You ma
45. eee ase 51 Optional Verify the Geocoding Database Resource Name 0 cecceceeeeeeeteeeeee 53 Integrate Spectrum Technology Platform with Siebel 0 0 ccccccccceseeeeteeeteeeees 53 Chapter 8 Installing the Permanent License File ccceeeeeeeeeeeeeeeeeeeeeeeneneees 79 Install Permanent License Files issica sai cssecesetcsese ines easaSueeseesssnees sesnccesesnashacdesctevacdecranexteccsees 80 Chapter 9 Adding Modules and Features sscccccsssssseeceseeeeseseseeeeeeeeeeeneenes 81 Adding MOG Un GS assis ssc EE 82 Spectrum Technology Platform 8 0 0 Activating Features After Installation cccccsssscceesseenseeeesneneeeeesneneseeeeseenseeesseeneeeeeeened 83 Chapter 10 Removing Spectrum ccceccccccceceeeceeeeeeeeeeeeteeseeeneesneesesseeeeneeeneeseeenees 85 REMOVING the SERV en ss c2e cess iccces tes kecccss Avert cents eas Sacco os deme uh texteceuedcsaicesceceaseseet cans iensecer 86 Removing the Client Tools cciii cccccccccssssssieccsscctiecesseecsestesecctiecasenntisnesenateesessesteeseesestcteeed 86 Removing the Client AP Whi icciccssiicccccsecs tcsceccis caccteaes steccecses tonazenees cesnetees cesnesces cessseecteceevensecies 86 Installation Guide for Windows 7 Installation Overview In this section e Overview of Installation Process 000000es 10 Overview of Installation Process Overview of Installation Process 10 The following diagram illustra
46. eeeneeeeneeeseseeeeeeseeneeneeseeeeeeeneens 10 Chapter 2 System Requirements cccccecceeceeeeeeeeeeeeeeeeeeeeeeeseeeseeseeeeeeeneeeeeeeneenees 13 Server Requirements iire i aa a aces aa E Eaa eae AEE ie ea 14 Client Tools REQUIFeMe NS ssiesccsiceescscececessensctteted cecveststtaeenesbocarccneseasensesbussteeenertesieenersecaed 15 Chapter 3 Installing the Server and MOdUuIes ccccccccsesseeeeeteeeeeeeeeeeeneeeeeeeeeneees 17 Upgrading from a Previous VersiOn cccccsssccesseeneeeeseeeeeesseceneeeessecneeeeseeeeeeeensneeeeeeens 18 Installing Spectrum Technology PlatfOrim sssssssscscsssssssessesessscsesessseseseseesseeeeeseaes 18 Windows 2003 Data Execution Prevention Setting ccccscsccccesceeeeeeecneceeeesecseeeeeeeenee 19 Windows 2008 R2 Server Data Execution Prevention Setting 0 cccceeeeeeeeeees 20 Using the Silent Installers c iccsccicccccsscccccccessecesszeceeccestecsee te csteacesceseuccedesauscesseeessicceseveeecceis 20 Chapter 4 Installing Data Das iccciicicsisisnissisesssracncsasenasiiateadateianssnasscwerisnsevtenamssnniinen 23 introduction to Databases siaces ccs sece cc fascias tes sect ccs Seecestc ta scnuets ca EARRAN AAEE 24 Installing the Address Now Module Database ccccseecccseeneeeeeeeeeneeeenseeneeeneeeeneeeenees 24 Installing the Advanced Matching Module Database cceccceseseneesesneeeeeeeeeneneeeeeenes 25 Installing Data Normalization Module DatabasesS cc
47. ensed e International Geocoding Databases on page 27 U S Geocoding Databases on page 28 e U S Reverse Geocoding Databases on page 29 e Points Databases U S Only on page 29 e Early Warning System U S Only on page 29 International Geocoding Databases International geocoding databases contain the data necessary to perform geocoding and reverse geo coding for locations outside the U S Each country has its own database and some countries have op tional databases that provide enhanced geocoding Note If you install multiple databases install each database to a separate folder Note To install the Enterprise Geocoding Module databases on Windows Server 2008 you need ad ministrator privileges 1 Make sure no applications are running 2 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the technical support web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 3 Run dbloader exe 4 Follow the prompts during the rest of the installation process Note Do not install geocoding databases on a network drive Doing so can cause performance problems 5 Ifthe database requires keys and you did not enter the key for the database see Adding Modules and Features on page 81 for instructions on adding access keys 6 After you install the database files use the Database Resour
48. es Postal Service All rights reserved 2011 TomTom All rights reserved TomTom and the TomTom logo are registered trademarks of TomTom N V Copyright NAVTEQ All rights reserved Copyright United States Census Bureau Copyright Nova Marketing Group Inc Portions of this program are Copyright 1993 2007 by Nova Marketing Group Inc All Rights Reserved Copyright Canada Post Corporation This CD ROM contains data from a compilation in which Canada Post Corporation is the copyright owner 2007 Claritas Inc ICU Notices Copyright 1995 2011 International Business Machines Corporation and others All rights reserved Permission is hereby granted free of charge to any person obtaining a copy of this software and associated documentation files the Software to deal in the Software without restriction including without limitation the rights to use copy modify merge publish distribute and or sell copies of the Software and to permit persons to whom the Software is furnished to do so provided that the above copyright notice s and this permission notice appear in all copies of the Software and that both the above copyright notice s and this permission notice appear in supporting documentation THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTIC ULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIG
49. esource tool in the Management Console to define the database as a resource For more information see Configuring Database Resources chapter of the Spectrum Technology Platform User s Guide Early Warning System U S Only The USPS provides free Early Warning System EWS data to prevent matching errors due to the age of the address information in the gsd files The USPS creates a new EWS data set each week that you can download from the USPS website www ribbs usps gov Installation Guide for Windows 29 Installing Enterprise Routing Module Databases To install the Early Warning System EWS database rename the database file from OUT to EWS txt and place it in the same folder as the primary database Installing Enterprise Routing Module Databases 1 Make sure no applications are running 2 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the technical support web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 3 Run dbloader exe 4 Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 5 If the database requires keys and you did not enter the key for the database see Adding Modules and Features on
50. gy Platform will remove any job definitions and server default changes you may have made 1 If the Spectrum Technology Platform server is running stop the server To stop the server right click the Spectrum Technology Platform icon in the system tray shown below and select Stop Server FO BOL 10 04 am 2 Go to Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Server and select Uninstall Pitney Bowes Spectrum Technology Platform Note Some Java files will not be removed because the uninstall process itself uses them 3 If there are any client tools that you want to uninstall see Removing the Client Tools on page 86 Removing the Client Tools 1 Back up any files you may need in the future 2 Use the Windows Add Remove Programs control panel to uninstall the Spectrum Technology Platform client tools or Client API Removing the Client API Use the Windows Add Remove Programs control panel to uninstall the Spectrum Technology Platform Client API 86 Spectrum Technology Platform 8 0 0 Index Cc Centrus Enhanced Points 29 Centrus Points 29 Centrus Premium Points 29 Centrus Tele Atlas Points 29 Configuring 45 SAP add on 45 D Data cleansing 46 Updating RFC destination 46 G Group 1 Logging Object 48 setting up 48 P Points databases 29 R RFC destination 46 Updating 46 S SAP Add On 45 configuring 45 SAP Unicode 46 Updating RFC dest
51. he database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the technical support web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 3 Run DataSets exe The installation wizard guides you through the rest of the process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 4 After you install the database files use the Database Resource tool in the Management Console to define the database as a resource For more information see Configuring Database Resources chapter of the Spectrum Technology Platform User s Guide Spectrum Technology Platform 8 0 0 Chapter 4 Installing Databases U S Reverse Geocoding Databases If you are licensed for Reverse Geocode US Location you need additional data files called gsx files The data installation wizard prompts you to create these files If you choose not to create these files you must run the batchind utility after installing the geocoding database This utility creates the reverse geocoding files This utility can be found in the folder where you installed the geocoding database Points Databases U S Only Points databases contain data for locating the center of a parcel These databases provides enhanced geocoding accuracy for internet mappi
52. i korean lt date gt jar e Core Names Database g1 cdgq nomino base lt date gt jar Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 6 Open the file lt SpectrumDirectory gt server bin wrapper wrapper conf ina text editor 7 Increase the Java settings for initial heap size wrapper java initmemory and maximum heap size wrapper java maxmemory to reflect the total amount of memory required for the Arabic Plus Pack and Asian Plus Pack For the amount of memory required by these databases see Memory on page 14 8 Save and close wrapper conf 9 Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Start Server Installation Guide for Windows 37 Installing Client Tools In this section e Installing the Client Tools 200000000e 40 Installing the Client Tools Installing the Client Tools Before installing be sure to read the release notes The release notes contains important compatibility information as well as release specific installation notes The Spectrum Technology Platform client applications are Microsoft Windows applications that you use to administer your server and design and run jobs You must install them on a computer running Microsoft Windows Even though the client applications are Windows applic
53. ight click the Siebel service and choose Stop b Copy the generated SRF file to your web client objects folder Example Siebel Business C sea80 siebsrvr OBJECTS ENU c Siebel Industry 7 8 Siebel Enterprise 7 8 Siebel Industry 8 0 8 1 1 non SDQ and Siebel Business 8 0 8 1 1 non SDQ only Open a command prompt and go to the BIN drive of the web client Example C sia78 siebsrvr BIN d Siebel Industry 7 8 Siebel Enterprise 7 8 Siebel Industry 8 0 8 1 1 non SDQ and Siebel Business 8 0 8 1 1 non SDQ only Generate browser scripts by issuing this command genbscript ENU siebel cfg webmaster folder Example C sia78 siebsrvr BIN gt genbscript enu siebel cfg C sia78 siebsrvr WEB MASTER e Siebel Industry 7 8 Siebel Enterprise 7 8 Siebel Industry 8 0 8 1 1 non SDQ and Siebel Business 8 0 8 1 1 non SDQ only Copy g1_check gif and g1_x gif from the temporary folder to public enu images in the Siebel web client Note For Siebel Thin Client copy gl_check gifandg1_x gif from the temporary directory to SWEApp PUBLIC enu images f Siebel Industry 7 8 Siebel Enterprise 7 8 Siebel Industry 8 0 8 1 1 non SDQ and Siebel Business 8 0 8 1 1 non SDQ only Copy the generated browser scripts from WEBMASTER to lt SWEApp Location gt public ENU g Siebel Industry 8 0 8 1 1 SDQ Siebel Business 8 0 8 1 1 SDQ only Copy the contents of lt Spectrum Package gt 1lib win to your BIN folder h
54. iguration tab and edit the configurations On the edit screen select Full Name Telephone Street City and Country context and click the right arrow button and arrange it in this order Full Name Telephone Street City and Country Save the configuration Configuring French Address Validation If you will be using French address validation you must install the Data Normalization Module table cdq TableLookup SAP tba For more information see Installing Data Normalization Module Databases on page 25 Configuring Siebel To configure the Siebel module and your Siebel system 1 Import Dataflow Files on page 51 2 Optional Verify the Geocoding Database Resource Name on page 53 3 Integrate Spectrum Technology Platform with Siebel on page 53 Import Dataflow Files When you install the Siebel module several dataflow files are automatically installed Other dataflow files must be manually copied into Spectrum Technology Platform 1 If you are adding the Address Now Module Enterprise Geocoding Module or Universal Addressing Module to an existing Siebel Module installation a Open Spectrum Technology Platform Enterprise Designer b Select View gt Server Explorer c Delete these dataflows SiebelValidateAddressWithCandidates SiebelValidateAddressWithNoCandidates Installation Guide for Windows 51 Import Dataflow Files 2 Do one of the following e Ifyou are installing the Siebel Module for Siebel Business App
55. ination 46 Setting up 48 Group 1 Logging Object 48 U Updating 46 RFC destination 46 88 Spectrum Technology Platform 8 0 0
56. iodically Pitney Bowes Software may request system audits and reports to provide you with updated license files Go to www g1 com support Log in to support Click My Products select the correct product name and click View Detail oe Na In the License File column click Get A page appears with a link to download your license file Note For some modules you will need to view available downloads for the sub component before you see the Get link 5 Click Download License File 6 After you download the license file copy it to the following directory lt SpectrumPlatformLocation gt server app import 7 The license file s will be applied to your system If there was a problem installing the license file check the log file in lt SpectrumPlatformLocation gt server app repository logs Depending on whether the key was processed successfully or there was an error processing the key processed keys go into one of these folders e lt SpectrumPlatformLocation gt server app import archive license Keys e lt SpectrumPlatformLocation gt server app import error license Keys Note License file information is company specific Protect it as you would your password 80 Spectrum Technology Platform 8 0 0 Adding Modules and Features In this section Adding Modules 00 cece eee eee eee eee 82 e Activating Features After Installation 83 Adding Modules Adding Modules 82 Spectrum
57. ions applet change the following fields e Response Filter Service Display G1 WebService Filter Service e Response Filter Method Display filter Response 15 Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Industry 8 0 8 1 1 non SDQ and Siebel Business 8 0 8 1 1 non SDQ only Encrypt and apply Spectrum Technology Platform user name and password a Run the following command on the command prompt Installation Guide for Windows 63 Integrate Spectrum Technology Platform with Siebel 16 b d java version Java Runtime Environment JRE 1 4 x is required If none is installed you can download from java sun com j2se 1 4 2 download html Download the JRE of your target platform Acquire the file lt Spectrum Package gt tools Base64 class On the command prompt type the following command java Base64 encode s lt username gt lt password gt where lt username gt and lt password gt is to the login information of Spectrum Technology Platform server Copy the generated value Note The default Spectrum Technology Platform password can be found in lt Spectrum Package gt tools Default Password txt Go to Site Map gt Administration Group 1 Data Quality gt Password Manager Paste the value generated in step c and click Save Changes Siebel Business 8 0 8 1 1 SDQ and Siebel Industry 8 0 8 1 1 SDQ only Configure the Siebel instance configuration parameters a b c Select Site Map g
58. les addressglobal conf unlockcodes txt b Enter your unlock codes one per line c Save and close the file Installing Universal Name Module Databases The Universal Name Module provides a load utility to install databases The database files that you load depend on the databases you have licensed Note To install the Universal Name Module databases on Windows Server 2008 you need administrator 36 privileges Spectrum Technology Platform 8 0 0 Chapter 4 Installing Databases 1 Make sure no applications are running 2 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Stop Server 3 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 4 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Universal Name and Advanced Matching Modules gt Database Load Utility 5 Follow the prompts to complete the installation process The database files are you can install are e Arabic Plus Pack gl cdq cjki arabic lt date gt jar e Asian Plus Pack Chinese g1 cdq cjki chinese lt date gt jar e Asian Plus Pack Japanese gl cdq cjki japanese lt date gt jar e Asian Plus Pack Korean g1 cdq cjk
59. les that you want to install Your currently installed modules are selected e Enter any access keys associated with the product modules you re installing in the text box one key per line Your access keys can be found on the packing slip included with your shipment and the shipment notification email If you do not have access keys you can obtain them from the Technical Support web site Note that some databases require access keys which you should enter now Be sure to examine your packing slip or shipment notification email carefully for all the software and database keys Note You must enter the access keys exactly as they are delivered to you from Pitney Bowes Software This typically means using all upper case letters If you do not enter the access keys exactly your software may appear to install but will not function properly 4 Install any necessary databases for the new product For more information on installing databases see Installing Databases on page 23 5 After you install the necessary databases if any start Spectrum Technology Platform by right clicking the Spectrum Technology Platform icon in the system tray and selecting Start Server 6 You must now enter the necessary access keys to use the module For instructions see Activating Features After Installation on page 83 Spectrum Technology Platform 8 0 0 Chapter 9 Adding Modules and Features Activating Features After Installation Spectrum Techn
60. lication go to lt SpectrumPlat formLocation gt server modules dataflows siebel sea e Ifyou are installing the Siebel Module for Siebel Industry Application go to lt Spect rumPlat formLocation gt server modules dataflows siebel sia 3 Review the following table then copy the applicable dataflow files to lt SpectrumPlatformLocation gt server app import Table 2 Dataflow Files To Import Universal Addressing Module and SiebelGeocodeUSAddressWithCandidates df subflow Siebel Address Now Module and Enter GeocodeUSAddressWithNoCandidates df subflow SiebelGet prise Geocoding Module GlobalCandidateAddresses df subflow SiebelValidateAddress WithCandidates UAM_EGM_ADN df SiebelValidateAddressWith NoCandidates VAM_EGM_ADN df Universal Addressing Module and SiebelGetGlobalCandidateAddresses df subflow SiebelValid Address Now Module ateAddressWithCandidates UAM_ADN df SiebelValidateAddress WithNoCandidates UAM_ADN df Universal Addressing Module and SiebelGeocodeUSAddressWithCandidates df subflow Siebel Enterprise Geocoding Module GeocodeUSAddressWithNoCandidates df subflow SiebelVal idateAddressWithCandidates UAM_EGM df SiebelValidateAd dressWithNoCandidates UAM_EGM df Enterprise Geocoding Module and SiebelGeocodeUSAddressWithCandidates df subflow Siebel Address Now Module GeocodeUSAddressWithNoCandidates df subflow SiebelGet GlobalCandidateAddresses df subflow SiebelValidateAddress WithCandidates
61. nfo df SAPValidateAddressWithCandidates UAM_ETM df 44 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel Universal Addressing Module only SAPGenerateCASSReport df SAPValidateAddressWithCandidates UAM df Enterprise Tax Module only SAPAssignGeoTAXInfo df SAPBatchAssignGeoTAXInfo df Address Now Module only SAPValidateAddressWithCandidates ANOW df Note The following dataflows were automatically installed when you installed the SAP Module e SAPGenerateMatchKey df e SAPGenerateMatchScore df e SAPGenerateSearchKey df Note If errors occur in Management Console or Enterprise Designer delete the contents of lt WindowsTemporaryDirectory gt glAssemblies where lt WindowsTemporaryDirectory gt is one of the following TMP TEMP USERPROFILE or the Windows directory Typically C Documents and Settings lt USERNAME gt Local Settings Temp g1Assemblies After you delete the contents of this folder log in again Import SAR Files A SAR file is a file that contains a third party add on package for SAP such as the Spectrum Technology Platform SAP Module The SAR file is located on the Spectrum Technology Platform DVD in the SAP Objects folder For information on importing SAR files into SAP applications see your SAP Basis ad ministrator Configure the SAP GUI Before continuing make sure that you have done the following Either the SAP ECC or SAP CRM environment is available e The SAR
62. ng property and casualty insurance telecommunications utilities and others e Centrus Points This database contains the data necessary to locate the center of a parcel or building It does not contain assessor s parcel number APN or elevation data e Centrus Elevation This database contains the same data as Centrus Points plus elevation data Centrus Enhanced Points This database contains the same data as Centrus Points plus APN data Centrus Premium Points This database contains the same data as Centrus Points plus both APN and elevation data e Centrus Tele Atlas Points Database The data in this database is provided by Tele Atlas a third party provider of spatial data Note To install the Enterprise Geocoding Module databases on Windows Server 2008 you need ad ministrator privileges 1 Make sure no applications are running 2 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the Pitney Bowes Software web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 3 Run Setup exe The installation wizard guides you through the rest of the process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 4 After you install the database files use the Database R
63. o Yes All Input Prompt e After you save test the RFC by clicking the Connection Test button If there is a popup window check the Accept All Further Cookies checkbox and select YES When the test is successful go to Response Body tab to view the Spectrum Technology Platform page 3 Setting up the Spectrum Technology Platform Logging Object a Go to Transaction code SLGO and On the screen select New Entries then add HSGRP1 DQC as the Object and DQC Logging as the Object Text and save 48 Spectrum Technology Platform 8 0 0 E al Chapter 7 Configuring SAP and Siebel Table View Edit Goto Selection Utilities M System Help 16 CGO BAR at 4S fe oe Change View Objects Overview go New Entries ce E Dialog Structure 2 Objects C Sub objects 601 GC Garbage Collector HSGRP1 DOCDQC Logging ABADR Derivation Tool Error Log ABAPUNIT ABAP Unit Tests ACCT_DETERMEnhanced Account Determination ADYS Advanced Search Error Handling AFX_WB_PROIAFX vyorkbench AGREEMENT_EAgreement Exchange ALE Application Link Enabling ALERT Alert Framework ALVEXPLOG ALY Export Log ARCHIVING Archiving ATAX Tax Relevant Data Accesses Tax Reduction Law BAPI BAPI Explorer BBPCONTENT Log for Product Data Exchange BBPGETYD Log for vendor replication R 3 gt B2B a lt gt
64. ology Platform and some modules have optional features The access keys you entered during the installation process activates the specific features that you have licensed If you license additional features after installing you can easily enter your new key to unlock the new features For example if you originally install the Universal Addressing Module with just U S address support and later want to add support for Canadian addresses you can purchase an updated license then update your access keys without having to re install the Universal Addressing Module To activate features and databases after the initial installation follow these steps Note This procedure will activate features on software that you have already installed It is not for adding new modules If you are adding a new module see Adding Modules on page 82 1 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Server gt Access Key Installer 2 Enter the access keys 3 Click Install 4 Click Exit when the installation is complete Installation Guide for Windows 83 Removing Spectrum In this section e Removing the Server 2 0 cece eee eee eee eee 86 e Removing the Client Tools 00 e eee eee 86 e Removing the Client API 0 00 eee eee 86 Removing the Server Removing the Server Before uninstalling any product back up any files you may need in the future Uninstalling Spectrum Technolo
65. ology Platform icon in the system tray and select Start Server Installing the Advanced Matching Module Database The Advanced Matching Module provides a load utility to install databases The database files that you install depend on the databases you have licensed Note To install the Advanced Matching Module databases on Windows Server 2008 you need admin istrator privileges 1 Make sure no applications are running 2 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Stop Server 3 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 4 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Universal Name and Advanced Matching Modules gt Database Load Utility 5 Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 6 Ifthe database requires keys and you have not entered the key see Adding Modules and Features on page 81 for instructions on adding access keys 7 Open the file lt SpectrumDirectory gt server bin wrapper w
66. page 81 for instructions on adding access keys Installing Enterprise Tax Module Databases Depending on the features you have licensed you need to install one or more of these databases e Installing Master Files Taxware Vertex and Boundary Files on page 30 e Installing Florida Format Files on page 31 e Installing TS 158 Format Files on page 32 e Installing the GeoTAX Auxiliary File on page 32 e Installing a User Auxiliary File on page 32 e Installing Payroll Tax Correspondence Files on page 33 Installing Master Files Taxware Vertex and Boundary Files 30 1 Insert the database disc or download the database from the Pitney Bowes Software website 2 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Spectrum Technology Platform Enterprise Tax Module gt Database Load Utility 3 Select the database you want to install e GeoTAX Master Files The master files are the main data files used by the Enterprise Tax module They identify all geographic components associated with a street address such as the latitude longitude census tract and block group The GeoTAX master files are on the disc labeled GeoTAX Subscription Spectrum Technology Platform 8 0 0 Chapter 4 Installing Databases Boundary File Boundary files provide additional data about locations of special tax districts Special Purpose Tax Districts SPD txb Insurance Premium Tax Districts IPD tx
67. provides more up to date data than the Centrus Enhanced Geocoding database It requires an additional license GDT data is provided by Tele Atlas a third party provider of spatial data and postal data from the U S Postal Service NAVTEQ Geocoding This database provides more up to date data than the Centrus Enhanced Geocoding database It requires an additional license NAVTEQ data is provided by NAVTEQ a third party provider of spatial data For more information about these databases contact your sales repres entative ZIP 4 Centroid This database provides only address standardization and ZIP 4 centroid matching It does not provide street level matching These databases use proprietary files called GSD files For ZIP Code centroid matching the files us Z9 contains all the centroid info for all states and normally has a z9 extension Each geocoding database has an optional Statewide Intersections Index The Statewide Intersection Index is designed to enable fast intersection identification on a statewide basis For example the Statewide Intersection Index will allow the database search for 1st and Main St CO and return a list of possible matches in Colorado more quickly than searching the entire geocoding database for each instance of the intersection Note To install the Enterprise Geocoding Module databases on Windows Server 2008 you need ad ministrator privileges 1 Make sure no applications are running 2 Insert t
68. rapper conf ina text editor 8 Increase the Java settings for initial heap size wrapper java initmemory and maximum heap size wrapper java maxmemory to reflect the total amount of memory required for the Arabic Plus Pack and Asian Plus Pack For the amount of memory required by these databases see Memory on page 14 9 Save and close wrapper conf 10 Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Start Server Installing Data Normalization Module Databases The Data Normalization Module provides a load utility to install databases for the Advanced Transformer Open Parser and Table Lookup components The database files that you install depend on the databases you have licensed Use this list of database tables to determine which files you should download and Installation Guide for Windows 25 Installing Data Normalization Module Databases install For more information on the tables contained in each database refer to the reference document ation for each component Advanced Transformer Data Normalization Module Base Tables Open Parser Data Normalization Module Base Tables Core Names Database e Arabic Plus Pack e Asian Plus Pack Table Lookup Data Normalization Module Base Tables Core Names Database Arabic Plus Pack Asian Plus Pack ZREPLACE Used by the SAP Module for French address validation Note To install the D
69. rm User s Guide Installing Universal Addressing Module Databases This procedure describes how to install databases used by Get Candidate Addresses Get City State Province Get Postal Codes Validate Address and Validate Address AUS For instructions on installing databases used by Validate Address Global see Installing Validate Address Global Databases on page 36 Note To install the Universal Addressing Module databases on Windows Server 2008 you need ad ministrator privileges Make sure no applications are running Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the Pitney Bowes Software web site it will be downloaded as a zip file Unzip the database before proceeding with the installation Installation Guide for Windows 35 Installing Validate Address Global Databases 3 4 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Universal Addressing Module gt Database Load Utility Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally If you choose to install Residential Delivery Indicator an optional database that you license directly from the U S Postal Service you are prompted for the nine digit
70. rs Enable TRUE Type GlDataMatching i Select Site Map gt Administration Server Configuration Click the Synchronize link and select Synchronize after being redirected 17 Siebel Business 8 0 8 1 1 SDQ Siebel Industry 8 0 8 1 1 SDQ only Configure data cleansing con figuration parameters a Select Site Map gt Administration gt Data Quality gt Third Party Administration On the Vendor Applet include the ff value G1Cleansing Group1Connector b Add the ff BC Vendor Field Mapping Table 5 Siebel Business Account Data Cleansing Installation Guide for Windows 65 Integrate Spectrum Technology Platform with Siebel Business Address Data Cleansing Contact Data Cleansing List Mgmt Prospective Contact Data Cleansing Table 6 Siebel Industry Account Data Cleansing CUT Address Data Cleansing Contact Data Cleansing List Mgmt Prospective Contact Data Cleansing c Under each BC operation add the ff field mappings Table 7 Siebel Business Account Name FirmName Business Address City City Country CountryName County USCountyName G1 Latitude Latitude G1 Location Code LocationCode G1 Longitude Longitude 66 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel G1 Match Code Postal Code State Street Address Street Address 2 Disable DataCleansing Contact First Name Last Name Middle Name M M List Management Prospective Contact City Co
71. s 8 1 1 Industry non SDQ Siebel Industry 8 1 1 SDQ Siebel Objects 8 1 1 Industry SDO c Copy the contents of the folder to a temporary directory This temporary folder will be the referred to as lt Spectrum Package gt in the following steps 2 Create objects and allow object locking a Log in to Siebel Tools as the user SADMIN with the connection pointing to the server data source b Siebel Enterprise 7 8 Siebel Industry 7 8 Siebel Business 8 0 8 1 1 non SDQ and Siebel Industry 8 0 8 1 1 non SDQ only Go to Object Explorer drill down to the Project object From the Project area right click and select New Record Create the following projects e Group 1 Data Quality e Group 1 EAI Testing e Group 1 Workflow c Open the file lt Spectrum Package gt tools CDQP Queries txt d Copy and paste the query contents to the Project list of your Object Manager Cross check the query result with the table below and perform the action suggested To toggle object locing go to Object Explorer and browse to the Project object From the Project area right click and select the project and select Toggle Object Locking X X X X Account Toggle Object Locking X X X Account SCW Toggle Object Locking X X X X X Account SSE Toggle Object Locking X X X X X Contact Toggle Object Locking X X X Contact SSE Toggle Object Locking 54 Spectrum Technology Platform 8 0 0 Installation Guide for Windows Chapter 7 Configuring
72. sql host port instance 14 Add the following driver file file lt SpectrumPlatformLocation gt GlobalSentryDatabase lib hsqldb jar 15 Add the following Connection properties a Click Add In the JDBC Connection property dialog box type Password in both the Label and the Property Token fields and click OK Spectrum Technology Platform 8 0 0 16 17 18 19 20 21 Click OK then click OK again Chapter 4 Installing Databases b Click Add In the JDBC Connection property dialog box type User in the label and the property token fields and click OK Click OK Under Resources click Connections Click Add Define the following connection properties Connection name Global Sentry e Database driver select the HSQLDB JDBC driver that you created in the previous steps Enter the following values in the Connection Properties dialog box user sa e password lt there is no password gt e host localhost or lt your server name gt port 9001 e instance globalsentrydb Click Test to verify the connection works Installing Location Intelligence Module Databases Place the data on the file system or install the data into a database Use the Named Connection and Named Table tools in the Location Intelligence Module section of the Management Console to define the database resources For more information see Configuring Database Resources chapter of the Spectrum Technology Platfo
73. t Administration Server Configuration gt Enterprises Verify Change the ff Parameters e Data Cleansing Type G1Cleansing e DeDuplication Data Type G1DataMatching Select Component Definitions and select the ff components For each component verify para meters and values Table 3 Siebel Business Data Quality Manager Sales Data Cleansing Type G1Cleansing Object Manager ENU List Im port Service Manager Data Cleansing Enable Flag True DeDuplication Data Type G1DataMatching DeDuplication Enable Flag True Table 4 Siebel Industry Data Quality Manager eAuto Data Cleansing Type G1Cleansing motive Object Manager ENU List Import Service Manager Data Cleansing Enable Flag True DeDuplication Data Type G1DataMatching Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel DeDuplication Enable Flag True d Select Site Map gt Server Configuration gt Servers Repeat steps b through c for server config uration parameters e Select Site Map gt User Profile Preferences gt Data Quality Change the following settings Enable DeDuplication Enable Data Cleansing f Browse to lt Siebel Installation gt bin ENU and open the appropriate file e Siebel Business siebel cfg and uagent cfg e Siebel Industry auto cfg g Under the area DataCleansing change the ff Parameters Enable TRUE Type GlCleansing h Under the area DeDuplication change the ff Paramete
74. t Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Global Sentry Module gt Database Load Utility Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally If the database requires keys and you did not enter the key for the database see Adding Modules and Features on page 81 for instructions on adding access keys Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Start Server Open the Windows services control panel and start the service Global Sentry Database Server After installing the Global Sentry Module database you must configure a JDBC connection in the Spectrum Technology Platform Management Console Go to Start gt Settings gt Control Panel gt Administrative Tools gt Services to verify that the Global Sentry Database is running 10 Open Management Console by clicking Start gt Programs gt Pitney Bowes gt Spectrum Techno 11 logy Platform gt Client Tools gt Management Console Under Resources select JDBC Drivers 12 Click Add 13 Type the JDBC properties in the applicable text box e JDBC driver configuration name HSQLDB e JDBC driver class name org hsqlidb jdbcDriver e Connection string template jdbc hsqidb h
75. tall you specify these responses in a properties file which the installer uses instead of user prompts 1 On the Spectrum Technology Platform DVD browse to the SilentInstaller folder If you downloaded Spectrum Technology Platform from the technical support website this folder is in the media image you downloaded Open the file installer properties ina text editor Edit installer properties as necessary to specify the installation settings you want to use See the comments in installer properties for additional information To run the installer in silent mode place installer properties inthe same directory as install exe When the installer executes it will detect installer properties and automatically run in silent mode Alternatively you can place installer properties in different directory and give the absolute path to the property in the command prompt using the argument as follows Spectrum Technology Platform 8 0 0 Chapter 3 Installing the Server and Modules install exe f PathOfPropertyFile installer properties Installation Guide for Windows 21 Installing Databases In this section e Introduction to Databases 0 00 eee eee 24 e Installing the Address Now Module Database 24 e Installing the Advanced Matching Module Database 25 e Installing Data Normalization Module Databases 25 Installing Enterprise Geocoding Module Databases 27 e Installing Enterprise Routing Mod
76. tes the process of installing Pitney Bowes Spectrum Technology Platform for the first time Install Spectrum Technology Platform Spectrum Technology Platform DVD Install Databases Database DVD Download from Install Client Tools Spectrum Technology Platform Server Download from Install Client API Optional Spectrum Technology Platform Server or Install from DVD Obtain License File New Installations Only To start the installation process you insert the Spectrum Technology Platform DVD and run the installer If you downloaded Spectrum Technology Platform from the Pitney Bowes Software web site you start the installation process by running the installer from the location where it was downloaded Note Spectrum Technology Platform can be installed from media or by downloading the software from the Pitney Bowes Software Technical Support web site Once you have downloaded the files the installation process is the same regardless of whether you are using physical media or downloaded software for the installation After you have installed Spectrum Technology Platform you will then install the databases that support the module s you have installed For example if you have installed the Enterprise Geocoding Module you will need to install databases that contain geospatial data if you have installed the Universal Ad dressing Module you will need to install databases that contain postal data Most databases are in
77. ting 5 6 Note If you hardware does not Support DEP you may not have this tab on the Performance Options dialog box You can cancel out of the procedure now and proceed with the installation instruc tions Ensure the Turn on DEP for essential Windows programs and services only button is selected Click OK twice Windows 2008 R2 Server Data Execution Prevention Setting Windows 2008 R2 server users may encounter installation problems if performance options are not set correctly Please follow these instructions to ensure your options are correctly set OS PON gt Go to Start gt Control Panel Click System Security Click Advanced System Settings The System Properties dialog box appears Click the Advanced tab Click the Settings button The Performance Options dialog box appears Click the Data Execution Prevention tab Note If your hardware does not Support DEP you may not have this tab on the Performance Op tions dialog box You can cancel out of the procedure now and proceed with the installation instructions Ensure the Turn on DEP for essential Windows programs and services only button is selected Click OK twice Using the Silent Installer 20 The silent install process allows you to pre configure the installation process so that it runs without user intervention Instead of the user responding to prompts from the installation process for information such as the installation location and which modules to ins
78. tion needed by the application and click Set to save the changes Go to Cluster gt Server gt Services gt Web Services Security Create a proxy in Web Services Client gt sap com gt Dynamic WSProxies with the name PB BIWebServiceConnectorBGA f Forthe URL enter a0 F x 0 http lt spectrumservername gt lt port gt services BuildGlobalAddress wsdl For example http MySpectrumServer 8080 services BuildGlobalAddress wsdl g Restart the application server Configure SAP ICWC Before continuing make sure that you have done the following 50 SAP CRM 6 0 and Spectrum Technology Platform is available Spectrum Technology Platform SAR files has been deployed ICWC user has the CRM_UI_PROFILE parameter ID with IC_AGENT as the Parameter Value Check duplicate option is activated in SPRO under ICWC SPRO gt CRM gt ICWC gt Define Account Identification Profiles To configure the SAP ICWC 1 Activate BC Sets See Configure the SAP GUI on page 45 for the initial steps After performing the activation for all available Group1 BC sets activate the BC Set for Group1 ICWC HSGRP1 ICWC_SETTINGS Activation Options Overwrite Data and Expert Mode Set up the RFC Destination For more information see Configure the SAP GUI on page 45 Set up the Group1 Logging Object For more information see Configure the SAP GUI on page 45 Enable the Group1 ICWC Enhancement Set Enter T CODE SM30 In the Ta
79. ule Databases 30 e Installing Enterprise Tax Module Databases 30 e Installing the Global Sentry Module Database 33 Installing Location Intelligence Module Databases 35 e Installing Universal Addressing Module Databases 35 Installing Universal Name Module Databases 36 Introduction to Databases Introduction to Databases Databases provide the information that Spectrum Technology Platform modules use to process data such as postal address data name data or geospatial data These databases vary in size from a few hundred megabytes to over a gigabyte e Installing the Address Now Module Database on page 24 e Installing the Advanced Matching Module Database on page 25 e Installing Data Normalization Module Databases on page 25 e Installing Enterprise Geocoding Module Databases on page 27 e Installing Enterprise Routing Module Databases on page 30 e Installing Enterprise Tax Module Databases on page 30 e Installing the Global Sentry Module Database on page 33 e Installing Location Intelligence Module Databases on page 35 e Installing Universal Addressing Module Databases on page 35 e Installing Universal Name Module Databases on page 36 Installing the Address Now Module Database 24 1 Copy the liclcs sbi license file provided by Pitney Bowes Software into the following directory lt SpectrumPlatformLocation gt server modules anow license 2 Make sure no applications are r
80. unning 3 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Stop Server 4 Insert the database DVD containing the database s you want to install Note You must install the Postal databases if you want to use the Enhanced databases 5 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Ad dress Now Module gt Address Now Data Loader 6 The installation wizard guides you through the rest of the process Note The installation location for the Address Now directory defaults to lt SpectrumPlatform Location gt server modules anow Do not change this path or the database will not install correctly Note When prompted for the location of the Installation Media Directory be sure to select the dir ectory on the database DVD that contains the kbase folder Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 7 When the Data Loader is finished start the Address Now server by going to Control Panel gt Admin istrative Tools gt Services Right click the Address Now Server service and select Start Spectrum Technology Platform 8 0 0 Chapter 4 Installing Databases 8 After the database installed start Spectrum Technology Platform To do this right click the Spec trum Techn
81. untry County First Name Last Name Middle Name G1 Latitude G1 Location Code G1 Longitude G1 Match Code Installation Guide for Windows MatchCode PostalCode StateProvince AddressLine1 AddressLine2 DisableDataCleansing FirstName LastName MiddleName TitleOfRespect City CountryName USCountyName FirstName LastName MiddleName Latitude LocationCode Longitude MatchCode 67 Integrate Spectrum Technology Platform with Siebel 68 Postal Code State Street Address Street Address 2 Disable DataCleansing Table 8 Siebel Industry Account Name CUT Address City Country County G1 Latitude G1 Location Code G1 Longitude G1 Match Code Postal Code State Street Address Street Address 2 PostalCode StateProvince AddressLine1 AddressLine2 DisableDataCleansing FirmName City CountryName USCountyName Latitude LocationCode Longitude MatchCode PostalCode StateProvince AddressLine1 AddressLine2 Spectrum Technology Platform 8 0 0 Chapter 7 Configuring SAP and Siebel Disable Data Cleansing DisableDataCleansing Contact First Name FirstName Last Name LastName Middle Name MiddleName M M TitleOfRespect d Add the ff Vendor Parameters Table 9 Siebel Business Account DataCleanse Record Type Account Business Address DataCleanse Record Type Business Address Contact DataCleanse Record Type Contact List Mgmt Prospective Contact DataCleanse Recor
82. use the new database resource Installing Florida Format Files You can obtain the Florida format files from the Florida Department of Revenue The Florida Department of Revenue compiles the database based on county 1 2 Download the files from the Florida website at geotax state fl us dorPubldx jsp Unzip the downloaded files and transfer them to the server Note Be sure to FTP your files in binary format Combine the county files into a single file if you downloaded more than one county If you downloaded the entire state list you have approximately 67 files You must combine all the files into one file Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Spectrum Technology Platform Enterprise Tax Module gt Database Load Utility Select State supplied Florida format file In the Source directory or file field specify the location of the database file you want to install In the Destination directory field specify the location where you want to install the database file Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally Click Next Installation Guide for Windows 31 Installing TS 158 Format Files Installing TS 158 Format Files The Federation of Tax Administrators FTA maintains a website with links to all data sources that use the TS 158 format 1
83. y install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally Click Next The program creates the file G1GTAUX In Management Console open the Enterprise Tax Module database resource tool and define a database resource that includes the database you just installed Be sure to update Assign GeoTAX info to use the new database resource Installing Payroll Tax Correspondence Files Payroll tax correspondence files also called payroll tax cross reference files allow you to use third party software to determine the payroll tax rates for the tax jurisdictions returned by Assign GeoTAX Info 1 Insert the database disc or download the correspondence file from the Pitney Bowes Software website Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Spectrum Technology Platform Enterprise Tax Module gt Database Load Utility Select Payroll tax correspondence file In the Source directory or file field specify the location of the database file you want to install In the Destination directory field specify the location where you want to install the database file Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally Click Next The program produces a database files called G1GTPTC and G1GTP

Spectrum Installation Guide for Windows

Contents

Download Pdf Manuals

Related Search

Related Contents