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arcplan Enterprise 6 Installation and Configuration Guide Table of Contents 1 OVERVIEW OF ARCPLAN ENTERPRISE

arcplan Enterprise 6 Installation and Configuration Guide

Table of Contents

1 OVERVIEW OF ARCPLAN ENTERPRISE 6

2

1.1

ARCPLAN ENTERPRISE 6 SERVER

3

1.2

ARCPLAN ENTERPRISE 6 APPLICATION DESIGNER

3

1.3

ARCPLAN ENTERPRISE 6 ADMINISTRATION CONSOLE

3

1.4

ARCPLAN ENTERPRISE SYSTEM REQUIREMENTS

4

2 UPGRADING DYNASIGHT 4.1 TO ARCPLAN ENTERPRISE 6

5

2.1

BACKING UP FILES PRIOR TO UPGRADE

5

2.2

ARCPLAN ENTERPRISE 6 APPLICATION SERVER INSTALLATION

5

2.3

ARCPLAN ENTERPRISE 6 APPLICATION DESIGNER INSTALLATION

8

2.4

ARCPLAN ENTERPRISE 6 ADMINISTRATION CONSOLE INSTALLATION

8

2.5

APPLICATION CONVERSION

9

3 SETTING UP THE WEB SERVER (IIS6)

10

3.1

CONFIGURING THE WEB SERVER DIRECTORIES

10

3.2

HOW TO CONFIGURE THE SCRIPTS DIRECTORY

11

3.3

SETTING UP THE CGI EXTENSIONS (ONLY FOR IIS6)

12

3.4

SETTING UP THE CGI EXTENSIONS (ONLY FOR IIS7)

13

3.5

HOW TO CONFIGURE THE ARCPLANCLIENT DIRECTORY

16

4 SETTING UP THE ARCPLAN ENTERPRISE 6 SERVER

17

4.1

REGISTERING THE ARCPLAN ENTERPRISE 6 SERVER

17

4.2

CONNECTING TO THE ARCPLAN ENTERPRISE 6 SERVER

17

4.3

HOW TO INSTALL THE ARCPLAN CGI

18

4.4

HOW TO INSTALL THE ARCPLAN CLIENT COMPONENTS

19

4.5

HOW TO INSTALL AN ARCPLAN ENTERPRISE APPLICATION

21

4.6

CREATING THE HTML START PAGE

22

4.7

HOW TO CHANGE THE ARCPLAN APPLICATION SERVER SETTINGS

25

4.8

HOW TO CHANGE THE SERVER STATUS

26

4.9

UPDATE ARCPLAN ENTERPRISE TO THE LATEST PATCH LEVEL

27

APPENDIX A: CONFIGURING THE .NET FRAMEWORK FOR THE .NET CLIENT

29

arcplan Enterprise 6 Installation and Configuration Guide

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1 Overview of arcplan Enterprise 6

The arcplan Edition consists of three components. The arcplan Application Server, the arcplan Administration Console, and the arcplan Application Designer as well as interfaces to several data sources. End users access the applications with a browser.

For direct access to you data the following interfaces are available:

Adabas Applix TM1 via a native API Applix TM1 via Ole DB for Olap Hyperion Enterprise Hyperion Essbase Hyperion Financial Management IBM DB2 Olap Server LDAP Microsoft Analysis Services

OLE DB for relational databases

Oracle Oracle Express SAP BW BAPI SAP Query SAP R/3 SAP SEM

MIK-OLAP

MIS Alea

Tamino XML for Analysis

all ODBC databases

XML Online

Power OLAP

SAP BI-IP

The arcplan Analytic Services product gives the possibility to process requests or actions on any web service. This service works in conjunction with any web site or software offering a web service interface. arcplan Analytic Services can be configured to pull data from the Intranet, Internet and even existing published arcplan applications.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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1.1 arcplan Enterprise 6 Server

The arcplan Application Server is the core of arcplan Application upon which the arcplan Application Service is executed. The service can access all popular database systems and the Internet via the interfaces and in so doing, opens up all internal and external data sources.

The arcplan Application Server computer also stores the individual applications. To access these applications a web server such as Microsoft Internet Information Server is required. The users open the HTML start page on the web server with any browser. The HTML start page determines which application on the arcplan Application Server should be started. The browser loads the client, which communicates with the arcplan Application Server via the arcplan CGI.

The service starts the application and reads the data from the corresponding data sources (internal, external or Internet). The arcplan documents containing the latest results are then displayed in the browser on the client.

1.2 arcplan Enterprise 6 Application Designer

The arcplan Application Designer is software for innovative database applications and analytical information systems. With this development environment, users can accomplish rapid application development from basic ad-hoc queries to complete corporate information systems.

The arcplan Application Designer is the graphical development environment. Working with the arcplan Application Designer requires no specific programming knowledge. Connections between objects and data sources are established through Drag and Drop. The underlying querying of the data sources is generated automatically by arcplan. The applications can be very easily and flexibly configured through the graphical user guidance and the object-oriented method of generating reports and screens.

1.3 arcplan Enterprise 6 Administration Console

The arcplan Administration Console manages and administrates the arcplan Application Server(s) as well as the applications. This includes amongst other things the management of client components as well as the management of accounts, tasks and applications.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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1.4 arcplan Enterprise System Requirements

See Appendix B: Release Notes

For assistance or questions concerning these procedures, please contact your arcplan support center:

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2 Upgrading dynaSight 4.1 to arcplan Enterprise 6

Upgrading dynaSight 4.1 to Enterprise 6 consists of five steps:

Backing up files prior to upgrade arcplan Enterprise 6 Application Server Installation arcplan Enterprise 6 Application Designer Installation arcplan Enterprise 6 Administration Console Installation

arcplan Enterprise 6 Application Designer Installation arcplan Enterprise 6 Administration Console Installation
arcplan Enterprise 6 Application Designer Installation arcplan Enterprise 6 Administration Console Installation
arcplan Enterprise 6 Application Designer Installation arcplan Enterprise 6 Administration Console Installation

For assistance or questions concerning these procedures, please contact your arcplan support center:

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Application Conversion

Note: Applications on version 5.x don’t need to be converted. However, documents saved in version 6 are not compatible with version 5.

2.1 Backing up files prior to upgrade

All application files should be backed up, as you will need to convert these applications to the new arcplan format. The key working directories for dynaSight 4.1 are as follows:

All files and sub folders from “C:\program files\dynaSight” All application HTML start pages from “C:\inetpub\wwwroot\” or other web servers dynaCGI.cfg from “C:\inetpub\Scripts” or other web server cgi folder Settings file “dynadll.ini” (search for it, usually located in “C:\windows\System32”) Registry key “HKEY_LOCAL_MACHINE\SOFTWARE\arcplan“

(search for it, usually located in “C:\windows\System32”) Registry key “HKEY_LOCAL_MACHINE\SOFTWARE\arcplan“
(search for it, usually located in “C:\windows\System32”) Registry key “HKEY_LOCAL_MACHINE\SOFTWARE\arcplan“
(search for it, usually located in “C:\windows\System32”) Registry key “HKEY_LOCAL_MACHINE\SOFTWARE\arcplan“
(search for it, usually located in “C:\windows\System32”) Registry key “HKEY_LOCAL_MACHINE\SOFTWARE\arcplan“

Place these backed up files in a secure network share where they can be recovered from if necessary.

2.2 arcplan Enterprise 6 Application Server Installation

1. Contact your arcplan account executive or arcplan support team in order to get your arcplan Enterprise 6 components.

2. Once you have received the executable files, start the installation.

3. Select the desired language.

start the installation. 3. Select the desired language. 4. Click next when the InstallShield Wizard shows

4. Click next when the InstallShield Wizard shows up.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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Enterprise 6 Installation and Configuration Guide Page 7 5. In the License Agreement window, select I

5. In the License Agreement window, select I accept the terms in the license agreement and then click Next.

the terms in the license agreement and then click Next. For assistance or questions concerning these

For assistance or questions concerning these procedures, please contact your arcplan support center:

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6. Enter your name, the name of your organization [exactly as it appears in the license information provided to you] and the license key and then click Next and confirm the information entered.

and then click Next and confirm the information entered. 7. Select Standard or Custom in the

7. Select Standard or Custom in the Setup Type window and then click Next.

or Custom in the Setup Type window and then click Next . For assistance or questions

For assistance or questions concerning these procedures, please contact your arcplan support center:

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8. In the Destination Folder window, click Next to install to the default folder (c:\program files\ arcplan Enterprise) or click Change to install to a different folder.

or click Change to install to a different folder. 9. Click Install and once the installation

9. Click Install and once the installation completed select Finish to exit the installation program.

2.3 arcplan Enterprise 6 Application Designer Installation

Follow the installation wizard to run the installation of the Application Designer the same way you did for the Application Server.

2.4 arcplan Enterprise 6 Administration Console Installation

Follow the installation wizard to run the installation of the Administration Console the same way you did for the Application Server and Designer.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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2.5 Application Conversion

Open the backed up application using the arcplan Enterprise 6 Application Designer. This will automatically prompt you to convert the application.

will automatically prompt you to convert the application. 1. Click Yes . And the following window

1. Click Yes. And the following window will appear with default settings. Choose the default settings or change the settings according to your needs and hit OK.

or change the settings according to your needs and hit OK. 2. This will convert you

2. This will convert you application to the new format and will give you the following screen once the application has been completely converted. Click OK.

the application has been completely converted. Click OK . 3. Now publish your converted application according

3. Now publish your converted application according to chapter 0 below.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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3

Setting up the Web Server (IIS6)

3.1

Configuring the web server directories

arcplan Enterprise requires a web server such as Microsoft Internet Information Server to publish applications to the Intranet or Internet. The following examples are based on a standard installation of the Microsoft Internet Information Server on drive C: of the server computer. Moreover, it is assumed that the arcplan Application Server and web server are running on the same computer.

The arcplan Enterprise CGI, the client components and the HTML start page for an arcplan Enterprise application must be installed on the web server. The recommended procedure is to install these components in separate directories on the web server.

C:\Inetpub\Scripts is created automatically by the Microsoft Internet Information Server Setup. The arcplan CGI will be stored in this directory. C:\Inetpub\wwwroot\arcplanClient has to be created manually. The arcplan client components are to be stored in this directory.

Note: The names of the above mentioned directories are proposals. These names are also used in the corresponding dialogs of the arcplan Administration Console. It is possible to use different directory names.

The web server must be granted certain permissions to be able to access the directories where the above mentioned components and your application are located. These permissions are influenced on one hand by the settings on the web server and on the other hand by access privileges granted on the operating system level for folders and files. Since the arcplan CGI is an executable file the CGI folder of the web server must have the permission to execute files. The Scripts directory of the Internet Information Server is configured this way by default. If you created your own CGI directory you have to take care that this directory is configured correspondingly.

The Microsoft Internet Information Server (IIS) can be configured with the Internet Information Services Manager. Other web servers offer corresponding configuration tools.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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3.2 How to configure the Scripts directory

1. Launch the Internet Information Services Manager.

2. Open the directory tree of the folder Internet Information Server. Amongst others, the folders

Scripts and arcplan Client will be listed.

3. Select the folder Scripts and click on the Properties button.

4. Click on the Virtual Directory tab and for the property Execute Permissions switch on the option

Scripts and Executables. Click OK.

switch on the option Scripts and Executables . Click OK . Now executable files and scripts

Now executable files and scripts in the folder Scripts have the permission to be executed.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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3.3 Setting up the CGI Extensions (only for IIS6)

1. Start the IIS6 Manager by going to:

Control Panel/ Administrative Tools/Internet Information Services (IIS) Manager

2. Select the server on the left and click on the Web Service Extensions folder.

3. On the right hand side you will see all the Web Service Extensions.

4. Select Add a new Web Service extension…

Extensions. 4. Select Add a new Web Service extension… 5. Call the extension arcCGI6 , browse

5. Call the extension arcCGI6, browse to web server location where the CGI was installed and check Set extension status to Allowed.

was installed and check Set extension status to Allowed . For assistance or questions concerning these

For assistance or questions concerning these procedures, please contact your arcplan support center:

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For more Information about configuring CGI settings in IIS6 refer to Microsoft TechNet or your respective web server documentation.

3.4 Setting up the CGI Extensions (only for IIS7)

Windows 2008 Server ships with a new version of Internet Services Manager whose interface is completely redesigned. Therefore, we are including specific instructions on how to set up proper CGI permissions on IIS7.

1. Select the website using the right mouse button option and choose Add Virtual Directory

right mouse button option and choose Add Virtual Directory 2. Populate the Alias field with Scripts

2. Populate the Alias field with Scripts, then point the folder path to the local scripts folder

, then point the folder path to the local scripts folder For assistance or questions concerning

For assistance or questions concerning these procedures, please contact your arcplan support center:

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3. Click on the scripts folder, then in the “Features View” click on Handler Mappings.

then in the “Features View” click on Handler Mappings . 4. Make sure to check the

4. Make sure to check the Execute box and Click OK to save the feature permission change.

box and Click OK to save the feature permission change. For assistance or questions concerning these

For assistance or questions concerning these procedures, please contact your arcplan support center:

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6 Installation and Configuration Guide Page 16 Note that the state will now be updated to

Note that the state will now be updated to “Enabled” for this virtual directory.

5. To modify the authentication mode, select the website root as seen below using the Features View and click on the Authentication icon.

the Features View and click on the Authentication icon. For assistance or questions concerning these procedures,

For assistance or questions concerning these procedures, please contact your arcplan support center:

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6. To adjust the authentication type, simply select the one you need and choose Enable or Disable from the Actions list on the right pane.

or Disable from the Actions list on the right pane. 3.5 How to configure the arcplanClient

3.5 How to configure the arcplanClient directory

1. In the Internet Information Services Manager, select the folder arcplanClient that you created earlier and click on the Properties button.

2. Under the Directory tab, switch on Read permissions and click OK.

Directory tab, switch on Read permissions and click OK . For assistance or questions concerning these

For assistance or questions concerning these procedures, please contact your arcplan support center:

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4

Setting up the arcplan Enterprise 6 Server

4.1

Registering the arcplan Enterprise 6 Server

1. In the toolbar of the arcplan Administration Console, click Register.

2. In the Register arcplan Application Server dialog box enter the IP address of the server or the

server name and click OK.

3. Select if the arcplan Application Server is running on a Windows or a Linux/Unix platform and

click OK.

on a Windows or a Linux/Unix platform and click OK . 4. Enter the password (default

4. Enter the password (default password is admin) in the Login dialog box and click OK.

4.2 Connecting to the arcplan Enterprise 6 Server

1. In the Server menu choose Connect or click Connect in the toolbar of the arcplan Administration

Console.

2. In the arcplan Application Server Connection dialog box select the server you wish to connect to,

and click OK.

select the server you wish to connect to, and click OK . 3. Enter the password

3. Enter the password (default password is admin) in the Login dialog box and click OK.

If you have set up connections to multiple arcplan Application Servers, you can select the arcplan Application Server that you currently wish to manage from the drop-down list in the Administration Console toolbar.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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4.3 How to install the arcplan CGI

Note: The directory where the arcplan CGI is to be copied to must have the permission that executable files can be run.

1. In the arcplan Administration Console open the folder Server Objects and click the plus sign next

to Webserver.

2. Successively click the plus signs in front of Webserver, arcplan CGI and Available Version. This is

where the available version of the arcplan CGI on the arcplan Application Server is displayed. If you

click on Installed Version the version currently installed on the web server is displayed.

version currently installed on the web server is displayed. 3. Choose Available Version and click Install

3. Choose Available Version and click Install in the toolbar.

Choose Available Version and click Install in the toolbar. 4. Click Browse and select the full

4. Click Browse and select the full path of the Web Server Target Directory into which the arcplan

CGI is to be installed.

5. Select the appropriate Web Server Operating System from the list of operating systems.

6. Enter the External URL of the Target Directory that will be used by the applet to access the

arcplan CGI. Select either http or https. This information will be inserted into the HTML start page when it is created.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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7. Select at least one of the listed arcplan Application Servers as Registration Server. Additionally,

you can declare up to two alternative registration servers. All servers specified under Load Balancing

will be listed here.

If you have only one arcplan Application Server and you do not use Load Balancing this arcplan Application server is also the registration server. With Load Balancing, the registration server distributes the load among the arcplan Application Servers. Any of the servers can be used as the registration server. It is useful to select an arcplan Application Server which has a good network connection as the registration server (see the administration console help on the topic Load Balancing).

8. Click Install. The correctly installed version is now displayed under Installed Version.

Note: You can use up to three separate web servers. In order to install the arcCGI6 on web servers 2 and 3 please proceed analogously to the installation of the arcCGI6 on web server 1

4.4 How to install the arcplan Client components

1. In the arcplan Administration Console, open the folder Server Objects and click the plus sign next

to Webserver.

2. Successively click the plus signs in front of Webserver 1, arcplan Client Components and

Available Version. This is where the available version of the components on the arcplan Application Server is displayed. If you click on Installed Version the version currently installed on the web server is displayed.

version currently installed on the web server is displayed. For assistance or questions concerning these procedures,

For assistance or questions concerning these procedures, please contact your arcplan support center:

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3. Choose Available Version and click Install in the toolbar.

Choose Available Version and click Install in the toolbar. 4. Click Browse and select the full

4. Click Browse and select the full path of the Web Server Target Directory into which the client

component is to be installed.

5. Enter the External URL of the Target Directory that will be used by the browser to load the

component. The access can be made with http or https. Select the desired option. This information will be inserted into the HTML start page when it is created.

6. Click Install. The correctly installed version is now displayed under Installed Version.

Note 1: For the .NET Client to work properly it is required that the "Execute Permissions" on the web server for the directory which contains the arcplan Enterprise Client Components is set to "Scripts only".

Note 2: You can use up to three separate web servers. In order to install the Java Components on web servers 2 and 3 please proceed analogously to the installation of the Java Components on web server 1.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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4.5 How to install an arcplan Enterprise application

1. In the arcplan Administration Console open the folder Server Objects, select Applications and

click New Application in the toolbar.

Applications and click New Application in the toolbar. 2. Choose the Application tab in the Install

2. Choose the Application tab in the Install Application dialog box, and click the Browse button to

choose the Application Start Document, and the Application Directory, where all files of your application are stored. arcplan Enterprise copies all application files from the application directory

into a subdirectory on the arcplan Application Server.

3. In the Application Subdirectory field, enter the application name. This name is used for

administrating the application on the arcplan Application server.

4. In the dialog box Install Application click the arcplan Application Server tab. Here you can define

on which of the listed arcplan Application Servers the application is to be installed. All servers specified under Load Balancing will be listed here.

Note: arcplan Enterprise lets you install or update an application even while the system is still running. Users already logged in continue to work with the old application whereas new users will be directed to the new application. For this purpose arcplan Enterprise appends a letter to the name of the folder where the application is installed. You should never work with arcplan Enterprise directly in the folder that was created by arcplan Enterprise.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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5. Select one or more of the servers listed under arcplan Application Server and click the >> button

to copy your selection to the list under Install at.

button to copy your selection to the list under Install at. 6. Click the Install button

6. Click the Install button to install your application on the selected arcplan Application servers.

Note: If you use a single arcplan Application Server this server will be listed automatically in the Install at list. (Please see the administration console help on the topic ”Shared Queries”.)

4.6 Creating the HTML start page

1. In the arcplan 6 Administrator open the folder Server Objects and click the plus sign in front of Webserver.

2. Successively click the plus signs in front of Webserver 1 and HTML Start Pages. This is where the names of your applications are displayed.

3. Select one of the listed applications and click the Create button in the toolbar. The HTML Start Page dialog box will be opened.

4. On the HTML Template tab, select the client type, under Client type.

5. Enter the HTML Document name of your start page and click the Browse button to choose the Webserver Target Directory in which the HTML start page should be stored.

6. Next enter Height and Width to define the Client Window Size. You can define the size in Pixel or in Percent of the Browser Window.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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7. In the Option tab select the Enable access to local printer and files checkbox, if a printer symbol should be shown in the client window toolbar, and choose if the printing should be allowed on the Server and/or the Client.

8. The checkbox Enable access to local printer and files must also be enabled if besides the PRINT function other functions which require extended access rights for the arcplan client (e.g.: EXPORT, IMPORT, SNAPSHOT and START) are used in your application. Please note that also the security settings on the client computer have to be adjusted.

9. Select the Printing using Print File checkbox, if the application is supposed to generate PDF files or print server based print files via the arcplan Client.

10. Select the show Document Title checkbox if the title bar of the documents are to be displayed in the arcplan Client window.

11. Select the execute cursor events checkbox if the events "Cursor inside" and "Cursor outside" are to be supported by the arcplan-chosen Client.

are to be supported by the arcplan-chosen Client. 12. The regional settings of the date, time

12. The regional settings of the date, time and number format used by the arcplan Client can be defined by selecting one of the Language Settings options

13. Click Publish to create the HTML start page.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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6 Installation and Configuration Guide Page 25 For assistance or questions concerning these procedures,

For assistance or questions concerning these procedures, please contact your arcplan support center:

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4.7 How to change the arcplan Application Server settings

1. Open the Load Balancing folder and select the arcplan Application Server in the right part of the arcplan Administration Console window.

2. Right-click on the server name and select Server Settings.

3. Choose the desired options on the General tab.

. 3. Choose the desired options on the General tab. 4. Select the HeapMalloc checkbox, if

4. Select the HeapMalloc checkbox, if you want to use this method for memory management, and enter a value for the memory size.

5. In the Shared Query Cache area enter the values for buffer size, update time and ignore time, if you want to use several server processes. (see the administration console help on the topic “How to configure the Shared Query Cache”)

6. In the Limits area enter the values for user limit, the maximum number of processes, the memory limit and the maximum number of users (accounts).

For assistance or questions concerning these procedures, please contact your arcplan support center:

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The options on the Protocol tab will be used for the creating of trace files. A detailed description is given under How to create trace files for arcplan Application Server found in the administration console help. On the Other tab the maximum idle time for sessions of the arcplan Enterprise Application Server and other settings are displayed and can be modified. These settings can influence the internal workflow of the arcplan Enterprise Application Server significantly. Please do not modify the default settings without having consulted our Support Team.

default settings without having consulted our Support Team. 4.8 How to change the server status 1.

4.8 How to change the server status

1. In the Server menu select Configure Server.

2. In the Server configuration dialog select the arcplan Application server from the list.

3. Click Start resp. Stop, to change the status.

4. In the Startup type area select whether the service should start automatically or manually or whether it should be disabled and click Apply startup, to change the startup type.

5. Click Close to finish the server configuration.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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4.9 Update arcplan Enterprise 6 to the latest patch level

1. Obtain the latest patch components via the community support link(credentials are required):

2. Locate and download the components needed for your environment.

and download the components needed for your environment. 3. After you’ve successfully saved these patches to

3. After you’ve successfully saved these patches to your arcplan Server, you will need to manually copy these replacement files.

4. First, you will need to stop the arcplan Enterprise Application Server from the Computer Management/Services tool.

5. Once stopped, navigate to the c:\program files\arcplan enterprise 6\bin folder and rename the old components.

a. arcServer.exe to arcServerold.exe

b. arcDesigner.exe to arcDesignerold.exe

c. arcAdminConsole.exe to arcAdminConsoleold.exe

d. arcplanClient folder to arcplanClientold folder

6. Navigate back one folder level and open the CGI folder and rename the arcgi.exe

a. arcCGI6.exe to arcCGI6old.exe

7. Copy the new patch .EXE files to the following folder locations:

a. arcServer.exe, arcDesigner.exe, arcAdminConsole.exe and the arcplanClient folder to:

c:\program files\arcplan enterprise 6\bin\

b. Copy the arCGi6.exe to the c:\program files\arcplan enterprise 6\CGI folder

For assistance or questions concerning these procedures, please contact your arcplan support center:

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8. Start the arcplan Enterprise Application Server from the Computer Management/Services tool.

9. Launch the arcplan Administration Console and log on to the arcplan server.

10. Navigate to the web server and install the new arcPlanClient and arcCGi components.

and install the new arcPlanClient and arcCGi components. 11. Verify that the version information matches that
and install the new arcPlanClient and arcCGi components. 11. Verify that the version information matches that

11. Verify that the version information matches that of the patch.

that the version information matches that of the patch. 12. Test out your applications with the

12. Test out your applications with the newly patched version.

For assistance or questions concerning these procedures, please contact your arcplan support center:

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Appendix A: Configuring the .Net Framework for the .Net Client

.NET based Windows Forms Control: Microsoft offers a technique to embed a so-called Windows Form Control into the browser page. These Windows Forms are embedded into the Microsoft .NET Framework, which has to be installed on the client computer.

The arcplan .NET client is a Windows Forms Control based web client for the arcplan Application Server. It is a 3rd web deployment option next to the Java Applet and the HTML viewer. The functionality of the arcplan .NET client is similar to that of the Java Applet.

What are the benefits? Support of the Microsoft standards for embedding client controls into Web pages (windows form controls) Support of enhanced security and authorization concepts, e.g. Windows Integrated Authentication The .NET client components are part of the Windows Vista operating system, Microsoft Office 2007 and are already deployed with Windows 2003 Server.

What do I need to run the .NET client? Similar to a Java Applet requiring a JRE, use of the .NET client requires installation of the Microsoft.NET Framework on the Web Client machine (note that the .NET framework does NOT have to be installed on the arcplan Server). The Microsoft .NET Framework is currently available per default on a Windows 2003 Server installation and will be shipped with future Windows Operating Systems. It can also be downloaded from the Microsoft website.

In previous versions, two variants of the .Net-Client were available: arcClientNet.dll (Low Trust) and arcClientNetP.dll (Full Trust). arcplan Enterprise 6 offers only the "Full Trust" component named arcClient6Net.dll. This component requires the additional component arcplan6Api.dll. A runtime security policy has to be applied to both components (see below).

Important changes to previous versions:

The .NET-Client requires an installation of the .NET Framework 2.0 or higher on the client computer. Older versions of the .NET Framework are no longer supported. Existing HTML start pages need to be created anew in the arcplan Enterprise Administration Console. Existing documents created with arcplan Enterprise 5 or 5.5 can be used without change by arcplan Enterprise 6. Processing of arcplan Enterprise 6 documents with arcplan 5.x, however, is not supported.

There are two steps necessary to configure the .Net environment:

1. Installing the .NET Client on the web server

2. Configuring security settings on .NET client computers

For assistance or questions concerning these procedures, please contact your arcplan support center:

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1. Setup and Configuration: Web Server

How to install the .NET Client

1. In the arcplan Administrator, open the folder Server Objects and click the plus sign next to Webserver.

2. Successively click the plus signs in front of Webserver 1, Client Components and Available Version. This is where the version of the arcplan Client Components available on the arcplan server is displayed. If you click on Installed Version the version currently installed on the web server is displayed.

3. Choose Available Version and click Install in the toolbar.

4. Click Browse and select the full path of the Web Server Target Directory into which the arcplan client components are to be installed.

5. Enter the External URL of the Target Directory which will be used by the browser to load the client components. The access can be made with http or https. Select the desired option. This information will be inserted into the HTML start page when it is created.

6. Click OK. The correctly installed version is now displayed under Installed Version.

Note: In order for the web client to download the DLLs (arcClient6Net.dll and arcplan6API.dll), the Web Server directory, where the arcplan client components reside, needs to grant the web client read access to the components (refer to chapter 3.4 above)

Example for a correct configuration on IIS:

3.4 above ) Example for a correct configuration on IIS: For assistance or questions concerning these

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2. Setup and Configuration: Client Security Settings

In a default installation of the .NET Framework on a client computer a user has only “Internet

permissions” in respect to calling Windows Forms Control over the internet. Internet permissions prevent the following activities:

Reading and writing local files

Execution of files and applications

Opening URLs in the same or a new browser window

Printing

Currently there are three different methods of adjusting the Security Settings on the client computer (only an administrator is allowed to modify the default security settings):

Method 1: Adjusting Client Security Settings with the caspol.exe tool

The caspol.exe tool can be used to adjust the .NET 2.0 security settings on a client computer.

1. Open a command prompt window.

2. Navigate to the folder C:\Windows\Microsoft.NET\framework\v2.0.50727

3. Enter the following command line:

caspol -machine -addgroup All_Code -pub -file “http://webservername/arcplanclient6

-pub -file “ http:// webservername /arcplanclient6 /arcclient6net.dll” FullTrust –name arcplan 4. Answer Y
-pub -file “ http:// webservername /arcplanclient6 /arcclient6net.dll” FullTrust –name arcplan 4. Answer Y
-pub -file “ http:// webservername /arcplanclient6 /arcclient6net.dll” FullTrust –name arcplan 4. Answer Y
-pub -file “ http:// webservername /arcplanclient6 /arcclient6net.dll” FullTrust –name arcplan 4. Answer Y
-pub -file “ http:// webservername /arcplanclient6 /arcclient6net.dll” FullTrust –name arcplan 4. Answer Y
-pub -file “ http:// webservername /arcplanclient6 /arcclient6net.dll” FullTrust –name arcplan 4. Answer Y

/arcclient6net.dll” FullTrust –name arcplan

4. Answer Y (for yes) to the prompt

Thus the permission set “Full Trust” is assigned to the publisher “arcplan Information Services AG”. The publisher is extracted from the arcClient6Net.dll by the caspol tool. This security setting grants all privileges required on the client computer by the arcClient6Net.dll.

5. Enter the following command line:

the arcClient6Net.dll. 5. Enter the following command line: caspol -machine -addgroup All_Code -pub -file “ http://

caspol -machine -addgroup All_Code -pub -file “http://webservername

-addgroup All_Code -pub -file “ http:// webservername /arcplan6api.dll” FullTrust –name arcplan 6. Answer Y

/arcplan6api.dll” FullTrust –name arcplan

6. Answer Y (for yes) to the prompt

/arcplanclient6

Thus the permission set “Full Trust” is assigned to the publisher “arcplan Information Services AG”. The publisher is extracted from the arcClient6API.dll by the caspol tool. The other method is to run the command line via a batch job. Such a batch job can be distributed by SMS or via Active Directory and used to apply the security settings on remote client computers.

For assistance or questions concerning these procedures, please contact your arcplan support center:

arcplan Enterprise 6 Installation and Configuration Guide

Page 33

Method 2: .NET Framework 2.0 Configuration interface

1. Startà Control Panel à Administrative Toolsà

Microsoft .NET Framework 2.0 Configuration

Tools à Microsoft .NET Framework 2.0 Configuration 2. Right-Click on Runtime Security Policy à T rust

2. Right-Click on Runtime Security Policyà Trust Assembly…

on Runtime Security Policy à T rust Assembly… For assistance or questions concerning these procedures,

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arcplan Enterprise 6 Installation and Configuration Guide

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3. Choose the default radio button option (make changes to this computer) à

Click Next

button option (make changes to this computer) à Click Next 4. In the ‘Trust an Assembly’

4. In the ‘Trust an Assembly’ dialog, enter the URL for the dll and Click Next

Assembly’ dialog, enter the URL for the dll and Click Next For assistance or questions concerning

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arcplan Enterprise 6 Installation and Configuration Guide

Page 35

5. Click on the “All assemblies from the same publisher” radio button à

Click Next

from the same p ublisher” radio button à Click Next 6. Make sure the slider is

6. Make sure the slider is all the way to the top (Full Trust) à

Click Next and Finish.

the way to the top (Full Trust) à Click Next and Finish. For assistance or questions

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arcplan Enterprise 6 Installation and Configuration Guide

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Method 3: Adjust the security settings manually with the .NET Framework 2.0 Configuration interface

1. Startà Control Panel à Administrative Toolsà

Microsoft .NET Framework 2.0 Configuration and

open the path to the machine's Code Groups as shown below:

the path to the machine's Code Groups as shown below: 2. Click on Add a Child

2. Click on Add a Child Code Group and enter arcplanNETclient for the new code group.

3. Click Next to Choose a condition type for this code group.

4. Choose Strong Name and click on the Import

5. Browse the file arcClient6Net.dll, e.g. c:\Inetpub\wwwroot\arcplanClient\arcClient6Net.dll, to

button.

import its Public key.

6. Click Next and set the permission set to Full Trust.

7. Click Next and Finish to create the new code group.

This procedure assigns the permission Full Trust to the strong name specified. This security setting grants all privileges required on the client computer by the arcClient6Net.dll and arcplan6API.dll

Note: If the .NET Framework 3.0 or 3.5 is already installed on the computer, the mentioned security settings have to be applied to this version, too.

Related Links

Microsoft's Java-Support-and-Transition-Area http://www.microsoft.com/mscorp/java/

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arcplan Enterprise 6 Installation and Configuration Guide

Page 37

Appendix B: Release Notes

The latest arcplan Enterprise 6 Release Notes can be found in the arcplan download center. The document contains the following chapters:

1. New Features

2. Important Changes

3. Installation Notes

4. License Keys

5. System requirements

6. End of Life Statements

7. Known Issues

For assistance or questions concerning these procedures, please contact your arcplan support center: