InstallGuide 5.1

Oracle Argus Safety
Installation Guide Version 5.1

E15951-01 November 2009
OracleArgusSafetyInstallationGuide E1595101 Copyright2009Oracle.Oracleand/oritsaffiliates.Allrightsreserved. LicenseRestrictionsWarranty/ConsequentialDamagesDisclaimer Thissoftwareandrelateddocumentationareprovidedunderalicenseagreementcontainingrestrictionsonuse anddisclosureandareprotectedbyintellectualpropertylaws.Exceptasexpresslypermittedinyourlicense agreementorallowedbylaw,youmaynotuse,copy,reproduce,translate,broadcast,modify,license,transmit, distribute,exhibit,perform,publish,ordisplayanypart,inanyform,orbyanymeans.Reverseengineering, disassembly,ordecompilationofthissoftware,unlessrequiredbylawforinteroperability,isprohibited. RelsysInternational,Inc.Disclaimer Thisdocumentationmayincludereferencestomaterials,offerings,orproductsthatwerepreviouslyofferedby RelsysInternational,Inc.Certainmaterials,offerings,services,orproductsmaynolongerbeofferedorprovided. Oracleanditsaffiliatescannotbeheldresponsibleforanysuchreferencesshouldtheyappearinthetext provided. Warranty Theinformationcontainedhereinissubjecttochangewithoutnoticeandisnotwarrantedtobeerrorfree.Ifyou findanyerrors,pleasereportthemtousinwriting. RestrictedRightsNotice IfthissoftwareorrelateddocumentationisdeliveredtotheU.S.Governmentoranyonelicensingitonbehalfof theU.S.Government,thefollowingnoticeisapplicable. U.S.GOVERNMENTRIGHTS Programs,software,databases,andrelateddocumentationandtechnicaldatadeliveredtoU.S.Government customersare"commercialcomputersoftware"or"commercialtechnicaldata"pursuanttotheapplicableFederal AcquisitionRegulationandagencyspecificsupplementalregulations.Assuch,theuse,duplication,disclosure, modification,andadaptationshallbesubjecttotherestrictionsandlicensetermssetforthintheapplicable Governmentcontract,and,totheextentapplicablebythetermsoftheGovernmentcontract,theadditionalrights setforthinFAR52.22719,CommercialComputerSoftwareLicense(December2007).OracleUSA,Inc.,500Oracle Parkway,RedwoodCity,CA94065. HazardousApplicationsNotice Thissoftwareisdevelopedforgeneraluseinavarietyofinformationmanagementapplications.Itisnotdeveloped orintendedforuseinanyinherentlydangerousapplications,includingapplicationsthatmaycreateariskof personalinjury.Ifyouusethissoftwareindangerousapplications,thenyoushallberesponsibletotakeall appropriatefailsafe,backup,redundancy,andothermeasurestoensurethesafeuseofthissoftware.Oracle Corporationanditsaffiliatesdisclaimanyliabilityforanydamagescausedbyuseofthissoftwareindangerous applications. TrademarkNotice OracleisaregisteredtrademarkofOracleCorporationand/oritsaffiliates.Othernamesmaybetrademarksof theirrespectiveowners. ThirdPartyContent,Products,andServicesDisclaimer Thissoftwareanddocumentationmayprovideaccesstoorinformationoncontent,products,andservicesfrom thirdparties.OracleCorporationanditsaffiliatesarenotresponsibleforandexpresslydisclaimallwarrantiesof anykindwithrespecttothirdpartycontent,products,andservices.OracleCorporationanditsaffiliateswillnotbe responsibleforanyloss,costs,ordamagesincurredduetoyouraccesstooruseofthirdpartycontent,products, orservices.
TABLE OF CONTENTS
ABOUT THIS DOCUMENT .............................................................................................. IX 1 INTRODUCTION ..................................................................................................... 1 1.1 GeneralInstallationandSoftwareRequirements........................................................................................ 1 1.2 PreRequisiteInstallationOrder................................................................................................................... 2 ArgusSafetyDatabaseServerInstallationRequirements....................................................................... 2 ArgusSafetyWebServerInstallationRequirements............................................................................... 3 ArgusSafetyReportServerInstallationRequirements........................................................................... 4
1.2.1 1.2.2 1.2.3
ArgusTransactionServerInstallationRequirements ............................................................................................ 5 1.2.4 1.2.5 1.2.6 1.2.7 1.3 ArgusInterchangeServerRequirements................................................................................................. 6 ArgusSafetyWebClientInstallationRequirements................................................................................ 6 ArgusSafetyDossierWebClientInstallationRequirements................................................................... 7 WindowsServer2003:PhysicalMemoryLimits...................................................................................... 7
ArgusSafetyHardwareTopology................................................................................................................. 8 RecommendedHardwareTopologyforaSmallCompany...................................................................... 8 RecommendedHardwareTopologyforaMidsizedCompany............................................................. 10 RecommendedHardwareTopologyforaLargeCompany.................................................................... 11
1.3.1 1.3.2 1.3.3 1.4 1.5
GeneralPreInstallationTasks .................................................................................................................... 12 ConfigurationTasks.................................................................................................................................... 12 SettingupEmailIntegration................................................................................................................. 12 SettingPrinterDefaults......................................................................................................................... 13 AddingtheArgusSiteasaTrustedSite................................................................................................. 14
1.5.1 1.5.2 1.5.3 1.6
InstallationProcessOverview.................................................................................................................... 17
2 STARTING THE INSTALLATION ................................................................................. 19 2.1 GettingStarted........................................................................................................................................... 19 2.2 2.3 InstallingArgusonCitrix ............................................................................................................................. 20 InstallingtheFilesRequiredtoViewJapaneseText.................................................................................. 21
3 INSTALLING THE ARGUS SAFETY DATABASE ................................................................ 23 3.1 Overview.................................................................................................................................................... 23 3.2 SchemasRequiredforDatabaseInstances................................................................................................ 24 ArgusSafetyInstanceDatabaseSchemas............................................................................................. 24 ArgusDLPInstance(Optional)............................................................................................................... 24 CycloneDatabaseInstance(Optional)................................................................................................... 24
3.2.1 3.2.2 3.2.3 3.3
SettingupOracleParameters.................................................................................................................... 24
PAGEIII
TABLEOFCONTENTS
3.3.1 3.3.2 3.3.3 3.4
ARGUSSAFETY5.1INSTALLATIONGUIDE
OracleVersions...................................................................................................................................... 24 Oracle10gDatabaseSettings................................................................................................................ 25 GMTOffsetCalculation.......................................................................................................................... 27
CreatingtheArgusSafetyDatabaseSchema............................................................................................. 28 XDBSchemaInstallationRequirementforInterchange........................................................................ 28 InstallingtheSchemaCreationTool...................................................................................................... 29 CreatingtheTablespaces....................................................................................................................... 31 CreatingtheSchema.............................................................................................................................. 31
3.4.1 3.4.2 3.4.3 3.4.4 3.5 3.6
LoadingFactoryData.................................................................................................................................. 37 EnablingandDisablingOracleText............................................................................................................ 39 EnablingOracleText.............................................................................................................................. 39 DisablingOracleText............................................................................................................................. 42
3.6.1 3.6.2 3.7 3.8
ImplementingTablePartitioning............................................................................................................... 44 LoadingtheMedDRAandMedDRAJDictionary ........................................................................................ 47 OverwritinganExistingMedDRADictionary......................................................................................... 53 RecodingEvents..................................................................................................................................... 56
3.8.1 3.8.2 3.9
LoadingtheWHODRUGDictionary........................................................................................................... 62 LoadingtheWHODrugDictionarytoNewTables................................................................................ 63 LoadingtheWHODrugDictionaryUsingtheOverwriteOption........................................................... 68 ToLoadtheWHODrugDictionaryusingtheFormatCOption............................................................. 70
3.9.1 3.9.2 3.9.3 3.10 3.11
ValidatingtheArgusSafetyDatabase........................................................................................................ 76 EnablingandDisablingDLP........................................................................................................................ 82 EnablingDLP...................................................................................................................................... 82 DisablingDLP..................................................................................................................................... 90
3.11.1 3.11.2 3.12
UpgradingtheArgusSafetyDatabase....................................................................................................... 92 DatabaseUpgradeProcedure(withorWithoutDLP)fromAS5.0.2toAS5.1................................. 96
3.12.1
4 INSTALLING ARGUS SAFETY WEB ............................................................................ 101 4.1 InstallingArgusSafetyWeb..................................................................................................................... 101 4.2 4.3 4.4 4.5 4.6 ConfiguringtheIISManager.................................................................................................................... 110 ConnectingtoaDomainAccount............................................................................................................. 113 EnablingSSLSupport................................................................................................................................ 114 ConfiguringLoadBalancerinArgusWeb................................................................................................. 123 InstallingArgusReportServer.................................................................................................................. 124
5 INSTALLING ARGUS SAFETY SERVICE ....................................................................... 125
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5.1 5.2
TABLEOFCONTENTS
StartingArgusSafetyService................................................................................................................... 132 SettingupRightFax.................................................................................................................................. 135
6 INSTALLING AND CONFIGURING EDI GATEWAY ........................................................... 137 6.1 CreatingaCycloneDatabaseInstance..................................................................................................... 137 6.2 6.3 6.4 6.5 6.6 InstallingCycloneInterchange................................................................................................................. 138 StartingtheCycloneServer...................................................................................................................... 153 ConfiguringCycloneInterchange............................................................................................................. 155 ConfiguringCycloneforBinaryFileTransmission.................................................................................... 163 ConfiguringCycloneCommunity.............................................................................................................. 169 RegisteringwiththeCycloneCommunity ............................................................................................ 169 AddingaPartnertotheCycloneCommunity...................................................................................... 171 RegisteringtheReceiversCommunityontheSenderServer............................................................. 176
6.6.1 6.6.2 6.6.3 6.7 6.8
AddingaNode.......................................................................................................................................... 177 ConfiguringCycloneCertificates.............................................................................................................. 181 ConfiguringReceiverCycloneCertificates........................................................................................... 181 ConfiguringSenderCycloneCertificates .............................................................................................. 184
6.8.1 6.8.2 6.9 6.10 6.11 6.12
ConfiguringEVENTS.XML......................................................................................................................... 190 TestingCommunication........................................................................................................................... 196 ConfiguringPluggableTransport.............................................................................................................. 199 ConfiguringCycloneforEmailTransmission........................................................................................... 201 ConfiguringCycloneforOutlookExpress........................................................................................ 201 UsingTelnettoConfigureCycloneEmail....................................................................................... 204
6.12.1 6.12.2
7 INSTALLING AND CONFIGURING INTERCHANGE ........................................................... 205 7.1 InstallingInterchangeService.................................................................................................................. 205 7.2 ConfiguringInterchangeService.............................................................................................................. 214 TransmittingE2BAttachments............................................................................................................ 216
7.2.1 7.3 7.4
AccessingEDIGatewaySharedFolders .................................................................................................... 217 ConfiguringtheInterchangeService.INIFile............................................................................................ 217
8 PERFORMING POST-INSTALLATION CHECKS ............................................................... 221 8.1 PostInstallationTasks .............................................................................................................................. 221 8.1.1 8.1.2 8.1.3 8.1.4 8.1.5 GeneralChecklist................................................................................................................................. 222 ConfiguringArgusSafetyWindowsServicetorunasaDomainUser................................................. 222 ConfigureWorklistIntake.................................................................................................................... 224 IISChecklist.......................................................................................................................................... 226 .INIFileChecklist.................................................................................................................................. 227
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TABLEOFCONTENTS
8.1.6 8.2
ServiceChecklist.................................................................................................................................. 227
VerifyingtheWebServerInstallationandIISConfigurations.................................................................. 228 VerifyingtheWebServerInstallation.................................................................................................. 228 VerifyingtheIIS6.xConfiguration....................................................................................................... 231
8.2.1 8.2.2 8.3
ConfigureandVerifytheDossierInstallation.......................................................................................... 236 ConfiguringtheDossierApplication.................................................................................................... 236 VerifyingtheDossierInstallation......................................................................................................... 237
8.3.1 8.3.2 8.4 8.5 8.6
VerifyingtheReportServerInstallation................................................................................................... 243 VerifyingtheArgusSafetyServiceInstallation........................................................................................ 246 VerifyingInterchangeMappingandInterchangeServiceInstallation..................................................... 249 VerifyingtheInterchangeMappingInstallation.................................................................................. 249 VerifyingtheInterchangeServiceInstallation..................................................................................... 252
8.6.1 8.6.2 8.7 8.8
VerifyingtheDocumentumInstallation................................................................................................... 255 ValidatingtheeasyPDFInstallation.......................................................................................................... 258 ValidatingtheeasyPDFInstallationforWord2007............................................................................. 258 ValidatingtheeasyPDFInstallationforWord2003............................................................................. 260
8.8.1 8.8.2
9 ENABLING IIS HTTP COMPRESSION .......................................................................... 261 9.1 IISWebPageCompression ....................................................................................................................... 261 9.1.1 9.1.2 9.1.3 9.2 HTTPCompression............................................................................................................................... 261 KnownEffectsofEnablingCompression............................................................................................. 261 HowtoEnableHTTPCompression...................................................................................................... 262
IISCachingSettings.................................................................................................................................. 267 IISCaching............................................................................................................................................ 267 KnownEffectsofEnablingCaching...................................................................................................... 267 HowtoEnableCaching........................................................................................................................ 267
9.2.1 9.2.2 9.2.3 9.3
LocalIEClientCachingSettings................................................................................................................ 270 IEClientCaching.................................................................................................................................. 270 IEClientCachingTabOptions.............................................................................................................. 270 HowtoEnableIECaching.................................................................................................................... 271
9.3.1 9.3.2 9.3.3
10 CONFIGURING E-MAIL .......................................................................................... 273 10.1 AboutEmailConfiguration...................................................................................................................... 273 10.2 ConfiguringSMTP..................................................................................................................................... 274 UsingtheSMTPConfigurationUtility.............................................................................................. 274 FunctionsAffectedbySMTP ............................................................................................................ 275
10.2.1 10.2.2
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10.3
TABLEOFCONTENTS
ConfiguringLotusNotes........................................................................................................................... 283 ConfiguringLotusNotesforAGService.......................................................................................... 283 ConfiguringLotusNotesforInterchangeService............................................................................ 284 FunctionAffectedbytheUseofLotusNotes.................................................................................. 285
10.3.1 10.3.2 10.3.3 10.4
ConfiguringOutlookEmail...................................................................................................................... 298 ConfiguringOutlookforAGService ................................................................................................. 298 ConfiguringOutlookforInterchangeService.................................................................................. 304 FunctionsAffectedbytheUseofOutlook...................................................................................... 305
10.4.1 10.4.2 10.4.3
11 INSTALLING END OF STUDY UNBLINDING .................................................................. 319 11.1 EOSUHardware/SoftwareRequirements................................................................................................ 319 11.2 HowtoInstalltheEOSUUtility................................................................................................................ 320
12 INSTALLING THE EOSU AND DSNAVIGATOR DATABASE .................................................. 325 12.1 EndofStudyUnblinding........................................................................................................................... 325 12.1.1 12.1.2 12.2 DatabaseSetup............................................................................................................................... 325 DatabaseUpgrade........................................................................................................................... 325
DSNavigator ............................................................................................................................................. 326 DatabaseSetup............................................................................................................................... 326 DatabaseUpgrade........................................................................................................................... 326
12.2.1 12.2.2
13 OTHER TASKS.................................................................................................... 327 13.1 InstallingDocumentation......................................................................................................................... 327 13.2 13.3 13.4 ConfiguringtheArgus.xmlFile................................................................................................................. 331 ConfiguringtheArgus.iniFile................................................................................................................... 332 InstallationMaintenanceTasks................................................................................................................ 335 InstallingNewComponents............................................................................................................ 335 UninstallingComponents................................................................................................................ 339 RemovingAllComponents.............................................................................................................. 342
13.4.1 13.4.2 13.4.3 13.5 13.6 13.7
WebClientTips........................................................................................................................................ 344 ClearingOracleTempFiles....................................................................................................................... 346 ConfiguringeasyPDF................................................................................................................................ 347 SettingUpeasyPDF......................................................................................................................... 347 SettingupMicrosoftOffice............................................................................................................. 351
13.7.1 13.7.2
14 ARGUS INTEGRATIONS ......................................................................................... 353 14.1 InstallingArgusIntegrations.................................................................................................................... 353 14.2 14.3 GeneralInterfaceInformation................................................................................................................. 360 BasicConfigurationOverview.................................................................................................................. 360
PAGEVII
TABLEOFCONTENTS
14.4 14.5
SafetyMessage........................................................................................................................................ 361 MedDRAIntegration................................................................................................................................ 361 FlowofMedDRAAutoEncoding..................................................................................................... 362 MedDRAAutoEncodingSafetyMessageExample......................................................................... 362 Configuration................................................................................................................................... 363
14.5.1 14.5.2 14.5.3 14.6 14.7
ProductLicenseStudyInterface ............................................................................................................... 363 DrugDictionaryIntegration..................................................................................................................... 365 FlowofDrugDictionaryCoding....................................................................................................... 365 DrugDictionaryCodingSafetyMessageExample........................................................................... 365 Configuration................................................................................................................................... 366
14.7.1 14.7.2 14.7.3 14.8
LotNumberInterface............................................................................................................................... 367 FlowofLotValidation...................................................................................................................... 367 LotValidationSafetyMessageExample.......................................................................................... 367 Configuration................................................................................................................................... 368
14.8.1 14.8.2 14.8.3 14.9
WorklistIntake......................................................................................................................................... 369 FlowofWorklistIntake................................................................................................................... 369 WorklistIntakeSafetyMessageExample........................................................................................ 369 Configuration................................................................................................................................... 370 ExtendedE2BInterface....................................................................................................................... 371 E2BMappingUpdates..................................................................................................................... 371 AddExtensionElementstoDTD...................................................................................................... 374 PrepareFactoryDataforExtensionElements................................................................................. 376 CreateBusinessLogicforExtensionElements................................................................................ 379 ConfigureReportingDestinationforExtensionProfile................................................................... 380 ExtensionElementsSampleXML.................................................................................................... 383 ExtensionElementsSampleImportPL/SQLBlock........................................................................... 383
14.9.1 14.9.2 14.9.3 14.10 14.10.1 14.10.2 14.10.3 14.10.4 14.10.5 14.10.6 14.10.7
15 APPENDIX ........................................................................................................ 385 15.1 ThirdPartyAttributions........................................................................................................................... 385
PAGEVIII
ABOUT THIS DOCUMENT

ThisdocumentdescribesthestepsforinstallingandconfiguringthecomponentsoftheArgusSafetySolution application.Itincludesthefollowingsections: I. Introduction Thissectionincludesanoverviewoftheinstallationprocessand describesthehardwareandsoftwareprerequisitesforinstallingthe ArgusSafetySolutioncomponents. Thissectionprovidesinformationaboutstartingtheinstallationand installingCitrixandthefilesrequiredtoviewJapanesetext. ThissectiondescribeshowtoinstallandconfiguretheArgusSafety database. ThissectiondescribeshowtoinstallandconfigureArgusSafetyWeb. ThissectiondescribeshowtoinstallandconfigureArgusSafetyService. Thissectionprovidesinformationandinstructionsforinstallingand configuringtheCycloneEDIGateway. Thissectionprovidesinformationaboutinstallingandconfiguringthe InterchangeService. ThissectionprovidesinformationforverifyingthattheArgusSafety Solutioninstalledcorrectly. ThissectionprovidesinstructionsforenablingIISHTTPCompression Thissectionsprovidesinformationforconfiguringemailservice including: XI. InstallingtheEndofStudy UnblindingUtility XII. UpgradingtheDatabasefor dsNavigator XIII. OtherTasks SMTP LotusNotes Outlook
II. StartingtheInstallation III. InstallingtheArgusSafety Database IV. InstallingArgusSafetyWeb V. InstallingArgusSafetyService VI. InstallingandConfiguringEDI Gateway VII. InstallingandConfiguring InterchangeService VIII. PerformingPostInstallation Checks IX. EnablingIISHTTPCompression X. ConfiguringEMail
ThissectionprovidesinformationforinstallingandconfiguringtheEnd ofStudyUnblindingUtility. ThissectionprovidesinformationforupgradingthedsNavigator database. Thissectionprovidesinformationaboutperformingotherinstallation andconfigurationtasksincluding: InstallingDocumentation ConfiguringArgus.xml ConfiguringArgus.ini PerformingMaintenanceTasks ClearingOracleTempFiles ConfiguringEasyPDFSDK
XIV. ArgusIntegrations
Providesinformationabouttheinterfacesbetweenvariousmodules.
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ABOUTTHISDOCUMENT
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PAGEX
ABOUTTHISDOCUMENT
PAGEXI
1 INTRODUCTION
Thissectionincludesthefollowinginformation: GeneralInstallationRequirements HardwareTopology PreInstallationTasks ConfigurationTasks InstallationProcessOverview
ThesizeofyourcompanyandlicensedArguscomponentsdeterminesthedistributionofthesoftwareamongthe servers. Thefollowingarethedefinitionsforsmall,midsized,andlargecompanies. SmallCompany.Asmallcompanyisacompanythathasfrom1to50concurrentusersandfewerthan 200newcasesreportedeachmonth. MidSizedCompany.Amidsizedcompanyisacompanywith51to100concurrentusersand300to600 newcasesreportedeachmonth. LargeCompany.Alargecompanyisacompanywithmorethan100concurrentusersandapproximately 1000to5000newcasesreportedeachmonth.
1.1 General Installation and Software Requirements

Thissectioncontainstablesthatshowthesoftware/hardwareinstallationrequirementsforsmall,midsized,and largecompaniesforthefollowing:
ArgusSafetyDatabaseServer ArgusSafetyWebServer ArgusSafetyReportServer ArgusTransactionServer ArgusSafetyWebClient ArgusSafetyDossierWebClient ArgusInterchangeTransactionServer WindowsServer2003PhysicalMemoryLimits
PAGE1
CHAPTER1:INTRODUCTION
1.2 Pre-Requisite Installation Order

Wheninstallingtheprerequisitesfortheservers,thefollowingordershouldbefollowedforinstallingeach component.Dependingontheserverbeinginstalled,someoftheprerequisitesmaynotbeneededandcan skiped.Aftertheseareinstalled,youcaninstalltherestoftheprerequisites(ifanyareneeded)inanyorderprior toinstallingArgus. WindowsOperatingSystem InternetInformationServices Microsoft.NETFramework OracleClient OracleODP.NET
IfyouinstallWindowsandrunWindowsUpdateswithoutinstallingIISfirst,Microsoft.NETwillbe installed firstwithoutcorrectlysettingupASP.NET.IntheeventthisoccurswhereIISisinstalledafter OTE Microsoft.NET,pleaserefertoMicrosoftSupportonhowtoreregisterASP.NETinIIS. Thisisusuallyaccomplishedbyrunningaspnet_regiis.exeifromthe.NETV2.0.50727folder.
1.2.1 Argus Safety Database Server Installation Requirements

Table11liststhehardwareandsoftwarerequirementsfortheArgusSafetyDatabaseServer. Table11ArgusSafetyDatabaseServerRequirements Requirement Type
Software Hardware
RequirementDescription
OracleStandard/Enterprise,Version10.2.0.3(10.2.0.3Client) Oracle10.2.0.20OLEObjects/OracleODP.net10.2.0.2.20 OracleODAC10.2.0.2.20 OracleStandard/Enterprise,Version11.1.0.6.0(11.1.0.6.0Client) Oracle11.1.0.6.0OLEObjects OracleODAC11.1.0.6.20 MedDRAand/orWhoDrugDictionary* 1CPUX3GHz,2GBMemory/CPU 2CPUsX3GHz,4GBMemory/CPU MinimumResolution1280X1024
Small
X X X X X X X X X
MidSized
X X X X X X X X X
Large
X X X X X X X X X
1.2.1.1 Oracle Considerations YoucaninstallOracleonanyoperatingsystemthatsupportsthefollowingOracleStandard/Enterpriseversions: Version10.2.0.3 Version11.1.0.6.0
PAGE2
1.2.2 Argus Safety Web Server Installation Requirements

Table12liststhehardwareandsoftwareinstallationrequirementsfortheArgusSafetyWebServer. Table12ArgusSafetyWebServerRequirements Requirement Type
Software
Windows2003Standard/EnterpriseSP2 WindowsXPPro,SP3(client) WindowsVista,SP1(allversions) OracleStandard/Enterprise,Version10.2.0.3(10.2.0.3Client) Oracle10.2.0.20OLEObjects OracleODAC10.2.0.2.20 OracleStandard/Enterprise,Version11.1.0.6.0(11.1.0.6.0Client) Oracle11.1.0.6.0OLEObjects OracleODAC11.1.0.6.20 AdobeAcrobatReader,Version8.0.1,9.0(minimum8.0.1) MicrosoftInternetExplorer,Version6.0/7.0(latestversion)* MicrosoftExcel/Word2003,SP3* MicrosoftExcel/Word2007* IIS,Version6.0 EmailSupport SMTPExchange2003Compatible LotusNotesND7 MicrosoftXMLParser6.0 VisualC++2008SP1Runtime Microsoft.NET3.5Framework DocumentumDFC,Version6.5(Optional.Installedonlywhen Documentumisused)* 1CPUX3GHz,4GBMemory/CPU PhysicalServerorVMWarePlatform(ESXVersion) MinimumResolution1280X1024
Small
X
MidSized
X
Large
X
X X X X X X X X X X
X X X X X X X X X X
X X X X X X X X X X
Hardware
X X X X X X X
X X X X X X X
X X X X X X
ForOracle10g,youmustmanuallyremove thefollowingruntimesectionintheweb.configfile intheArgus.NETdirectory. <!The"runtime"sectionbelowshouldberemovedtorunusingOracle10g> <!<runtime> <assemblyBindingxmlns="urn:schemasmicrosoftcom:asm.v1"> <dependentAssembly> <assemblyIdentityname="Oracle.DataAccess" publicKeyToken="89B483F429C47342"culture="neutral"/> <bindingRedirectoldVersion="0.0.0.02.111.6.20"newVersion="2.111.6.20"/> </dependentAssembly> </assemblyBinding> </runtime>>
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1.2.3 Argus Safety Report Server Installation Requirements

Table13liststhehardwareandsoftwareinstallationrequirementsfortheArgusSafetyReportServer.
NOTE
TheWebServerandtheReportServercanbeinstalledonasingleinstanceoftheWindowsmeeting thefollowingrequirements.
Table13ArgusSafetyReportServerRequirements Requirement Type

Software
Windows2003Standard/Enterprise,SP2 WindowsXPPro,SP3(client) WindowsVista,SP1(allversions) OracleStandard/Enterprise,Version10.2.0.3(10.2.0.3Client) Oracle10.2.0.20OLEObjects OracleODAC10.2.0.2.20 OracleStandard/Enterprise,Version11.1.0.6.0(11.1.0.6.0Client) Oracle11.1.0.6.0OLEObjects/OracleODP.net11.1.0.6.20 OracleODAC11.1.0.6.20 AdobeAcrobatReader,Version8.0.1,9.0(8.0.1minimum)* MicrosoftExcel/Word2003,SP3* MicrosoftExcel/Word2007* MicrosoftInternetExplorer,Version6.0/7.0(latestversion) IIS,Version6.0 MicrosoftXMLParser6.0 VisualC++2008SP1Runtime Microsoft.NET3.5Framework DocumentumDFC,Version6.5(Optional.Installedonlywhen Documentumisused)* 1CPUX3GHz,4GBMemory/CPU PhysicalServerorVMWarePlatform(ESXVersion)
Small
X
MidSized
X
Large
X
Hardware
X X X X X X X X X X X X X X X X
X X X X X X X X X X X X X X X X
X X X X X X X X X X X X X X X
ForOracle10g,youmustmanuallyremovethefollowingruntimesectionintheweb.configfile intheArgus.NETdirectory. <!The"runtime"sectionbelowshouldberemovedtorunusingOracle10g> <!<runtime> <assemblyBindingxmlns="urn:schemasmicrosoftcom:asm.v1"> <dependentAssembly> <assemblyIdentityname="Oracle.DataAccess" publicKeyToken="89B483F429C47342"culture="neutral"/> <bindingRedirectoldVersion="0.0.0.02.111.6.20"newVersion="2.111.6.20"/> </dependentAssembly> </assemblyBinding> </runtime>>
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Argus Transaction Server Installation Requirements

Table14listthehardwareandsoftwareinstallationrequirementsfortheArgusTransactionServer. Table14ArgusSafetyTransactionServerRequirements Requirement Type
Software
Windows2003Standard/Enterprise,SP2 RightFax9.3* OracleStandard/Enterprise,Version10.2.0.3(10.2.0.3Client) Oracle10.2.0.20OLEObjects OracleODAC10.2.0.2.20 OracleStandard/Enterprise,Version11.1.0.6.0(11.1.0.6.0Client) Oracle11.1.0.6.0OLEObjects OracleODAC11.1.0.6.20 Oneofthefollowing(optional): SMTPExchange2003Compatible LotusNotes,VersionND7 MicrosoftExcel/Word2003,SP3* MicrosoftExcel/Word2007* CycloneServer,Version5.7(Optional)* MicrosoftXMLParser6.0 VisualC++2008SP1Runtime Microsoft.NET3.5Framework DocumentumDFC,Version6.5(Optional.Installedonlywhen usingDocumentumwithAGServiceand/orInterchangeService)* AdobeAcrobatReader,Version8.0.1,9.0(8.0.1minimum)* 1CPUX3GHz,4GBMemory/CPU PhysicalServerorVMWarePlatform(ESXVersion) MinimumResolution1280X1024
Small
X X X X X X X X X X X X X X X X X X X
MidSized
X X X X X X X X X X X X X X X X X X
Large
X X X X X X X X X X X
Hardware
ForOracle10g,youmustmanuallyremovethefollowingruntimesectionintheweb.configfile intheArgus.NETdirectory. <!The"runtime"sectionbelowshouldberemovedtorunusingOracle10g> <!<runtime> <assemblyBindingxmlns="urn:schemasmicrosoftcom:asm.v1"> <dependentAssembly> <assemblyIdentityname="Oracle.DataAccess" publicKeyToken="89B483F429C47342"culture="neutral"/> <bindingRedirectoldVersion="0.0.0.02.111.6.20"newVersion="2.111.6.20"/> </dependentAssembly> </assemblyBinding> </runtime>>
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1.2.4 Argus Interchange Server Requirements

Table15liststhehardwareandsoftwareinstallationrequirementsfortheArgusInterchangeTransactionServer. Table15ArgusInterchangeTransactionServerRequirements Requirement Type
Software
Windows2003Standard/Enterprise,SP2 WindowsXPPro,SP3(client) WindowsVista,SP1(allversions) RightFax9.3(Optional)* OracleStandard/Enterprise,Version10.2.0.3(10.2.0.3Client) Oracle10.2.0.20OLEObjects OracleODAC10.2.0.2.20 OracleStandard/Enterprise,Version11.1.0.6.0(11.1.0.6.0Client) Oracle11.1.0.6.0OLEObjects OracleODAC11.1.0.6.20 Oneofthefollowing(optional): SMTP LotusNotes,ND7 MicrosoftExcel/Word2003,SP3 MicrosoftExcel/Word2007 CycloneServer,Version5.7(Optional)* MicrosoftXMLParser6.0 VisualC++2008SP1Runtime Microsoft.NET3.5Framework DocumentumDFC,Version6.5(Optional.Installedonlywhenusing DocumentumwithAGServiceand/orInterchangeService)* 1dualcoreCPUX3GHz,4GBMemory/CPU PhysicalServerorVMWarePlatform(ESXVersion) MinimumResolution1280X1024
Small
MidSized
Large
X X X X X X X X X X X X X X
X X X X X X X X X X X X X X
X X X X X X X X X X X X X X X X X
Hardware
1.2.5 Argus Safety Web Client Installation Requirements

Table16liststhehardwareandsoftwareinstallationrequirementsfortheArgusSafetyWebClient. Table16ArgusSafetyWebClientInstallationRequirements Requirement Type
Software
Windows2003Standard/Enterprise,SP2 WindowsXPPro,SP3(client) WindowsVista,SP1(allversions) MicrosoftInternetExplorer(oneofthelistedversions) IE6.0(latestversion) IE7.0(latestversion MicrosoftWord/Excel(oneoflistedversions) Word/Excel2003,SP3 Word/Excel2007 AdobeAcrobatReader,Version8.0.1,9.0(8.0.1minimum version) PentiumIV,3GHz,2GBRAM(minimum) MinimumResolution1280X1024
Small
MidSized
Large
X X X X
X X X X
X X X X
Hardware
PAGE6
1.2.6 Argus Safety Dossier Web Client Installation Requirements

Table17liststhehardwareandsoftwareinstallationrequirementsfortheArgusSafetyDossierWebClient. Table17ArgusSafetyDossierWebClientInstallationRequirements Requirement Type
Software
Windows(oneofthelistedversions) Windows2003Standard/Enterprise,SP2 WindowsXPPro,SP3 WindowsVista,SP1(allversions) MicrosoftInternetExplorer(oneofthelistedversions) IE6.0(latestversion) IE7.0(latestversion) MicrosoftWord/Excel(oneoflistedversions) Word/Excel2003,SP3 Word/Excel2007 AdobeAcrobatStandard,Version8.0.1,9.0(8.0.1minimum) PentiumIV,3GHz,2GBRAM(minimum) MinimumResolution1280X1024
Small
MidSized
Large
X X X X
X X X X
X X X X
Hardware
IftheWeb/ReportServerhasWord2007installed,theusercanuploadWorddocumentsin both.doc(2003)and.docx(2007)formats. IfWeb/ReportServerhasWord2003installed,theusercanonlyuploadWorddocumentsin .doc(2003)format.
1.2.7 Windows Server 2003: Physical Memory Limits

Table18liststhephysicalmemorylimitsforvariousversionsofWindowsServer2003. Table18WindowsServer2003:PhysicalMemoryLimits Version
WindowsServer2003withServicePack(SP2),DatacenterEdition WindowsServer2003withServicePack(SP2),EnterpriseEdition WindowsStorageServer2003,EnterpriseEdition WindowsStorageServer2003 WindowsServer2003R2DatacenterEdition WindowsServer2003withServicePack(SP1),DatacenterEdition WindowsServer2003R2EnterpriseEdition WindowsServer2003withServicePack1(SP1),EnterpriseEdition WindowsServer2003,R2StandardEdition WindowsServer2003,StandardEditionSP1 WindowsServer2003,StandardEditionSP2 WindowsServer2003,DatacenterEdition WindowsServer2003,EnterpriseEdition 128GB 16GBwith4GT 32GB 16GBwith4GT 512GB 64GB 4GB 32GB
Limitin32bit Windows
128GB 64GBwith4GT 64GB 8GB 4GB 128GB 16GBwith4GT 64GB 16GBwith4GT
2TB 2TB Notapplicable Notapplicable 1TB 1TB
PAGE7
Version
WindowsServer2003,StandardEdition WindowsServer2003,WebEdition WindowsSmallBusinessServer2003 WindowsComputerClusterServer2003
4GB 2GB 4GB Notapplicable
16GB Notapplicable Notapplicable 32GB
NOTE
*RefertotheappendixsectionThirdPartyAttributions
1.3 Argus Safety Hardware Topology

Thissectionprovidesinformationabouttherecommendedhardwaretopologyforsmall,midsize,andlarge companies.
1.3.1 Recommended Hardware Topology for a Small Company

Thefollowingisourdefinitionofasmallcompany. Asmallcompanyisacompanywithfewerthan50concurrentusersandfewerthan200newcasesreported eachmonth. Figure1showstherecommendedhardwaretopologyfortheArgusSafetyHardwareforasmallcompany.
PAGE8
Figure1.RecommendedArgusSafetyTopologyforaSmallCompany
PAGE9
1.3.2 Recommended Hardware Topology for a Mid-sized Company

Thefollowingisourdefinitionofamidsizedcompany: Amidsizedcompanyisacompanywith50to100concurrentusersand300to600newcasesreportedeach month. Figure2showstherecommendedtopologyfortheArgusSafetyHardwareforamidsizedcompany.
Figure2RecommendedArgusSafetyTopologyforaMidsizedCompany
PAGE10
1.3.3 Recommended Hardware Topology for a Large Company

Thefollowingisourdefinitionofalargecompany. Alargecompanyisacompanywithmorethan100concurrentusersandapproximately1000to5000new casesreportedeachmonth Figure3isanillustrationoftherecommendedtopologyforalargecompany.
Figure3RecommendedArgusSafetyHardwareTopologyforaLargeCompany
PAGE11
1.4 General Pre-Installation Tasks

BeforeinstallingtheArgusSafetysoftware,besuretodothefollowing:
Settheresolutionfortheclientworkstationtoaminimumof1024X1024foroptimumviewingofthe application.Ifthescreenresolutionislessthan1024X1024,someofthefieldlabelsmayappear truncated. MakesurethattheregionalsettingsonthewebserverareAmericansettings. InstalleastAsianlanguagesonthefollowing: ArgusWeb/ReportServer ArgusServiceServer InterchangeTransactionServer ArgusWebclientmachines InstalltheJapanesefontpackforAdobeReaderontheArgusWebclientmachines.Ifyoufailto installthisfontpack,youwillbeunabletoviewtheJapanesedatacorrectly.
1.5 Configuration Tasks

Thissectionprovidesinformationaboutconfigurationtasksyouwillneedtoperformandincludesdiscussionsof thefollowing: SettingUpEmailIntegration SettingPrinterDefaults AddingtheArgusSiteURLasaTrustedSite ConfiguringRelsysWindowServicetoRunasaDomainUser
1.5.1 Setting up E-mail Integration

Youcansetupemailintegrationonthetransactionserversinoneofthefollowingways: ConfigureaneworexistingSMTPserver InstallLotusNotesforArgusSafetytouseasanemailtool InstallandconfigureOutlookExpress
Fordetailedinformationaboutconfiguringemail,seeChapter12.ConfiguringEMail.
PAGE12
1.5.2 Setting Printer Defaults

WhenprintingArgusreportswithAdobeAcrobat,makesurethePageScalingoptioninthePrintdialogbox (FilePrint)issettoReducetoPrinterMarginsasshowninFigure4.
Figure4SetPageScalingtoReducetoPrinterMargins
PAGE13
1.5.3 Adding the Argus Site as a Trusted Site

UsethefollowingproceduretoaddtheArgussiteURLasatrustedsite:
ToaddtheArgusURLasatrustedsite
1. 2. OpenInternetExplorer. SelectToolsInternetOptions.
SelectInternetOptions.
PAGE14
3.
WhenthesystemdisplaystheInternetOptionsdialogbox:
ClicktheSecuritytab.
4. WhenthesystemdisplaystheSecuritytab:selectLocalIntranetorTrustedSitesandclickSites.
SelectLocalintranetorTrusted Sites.
ClickSites.
PAGE15
5.
WhenthesystemdisplaystheTrustedSitesdialogbox:
TypetheArgussiteURLinthe Addthiswebsitetothezone field.
ClickAdd.
NOTE
6.
ContactyourSystemAdministratorfortheArgussiteURL.
WhenthesystemopenstheTrustedsitesdialogbox:.
Notethatthenewlyaddedsite displaysintheWebsites field.
ClickClose.
Figure5SetPageScalingtoReducetoPrinterMargins
PAGE16
1.6 Installation Process Overview

ThefollowingistherecommendedorderforinstallingtheArgusSafetysolutioncomponents: 1. 2. 3. 4. 5. 6. 7. 8. 9. InstalltheSchemaCreationTool Create/UpgradeArgusSafetyDatabaseSchema LoadtheFactoryData ExecutetheArgusSafetyDatabaseSchemaValidation InstalltheArgusSafetyWebComponent LoadMedDRA LoadWHODrug InstalltheArgusSafetyServices/InterchangeService/InterchangeMapping ConfiguretheArgusSafetyService
10. ConfiguretheInterchangeService 11. InstallandConfigureCyclone 12. MaintainInstallation
PAGE17
Notes and Comments

Usethispagetoenterrelevantinformation.
PAGE18
2 STARTING THE INSTALLATION

Thischapterprovidesinformationaboutstartingtheinstallation.Itincludesdiscussionsofthefollowing: GettingStarted InstallingArgusonCitrix InstallingtheFilesRequiredtoViewJapaneseText
2.1 Getting Started

ArgusSafetyisaconfigurablesystemand,basedonuserneeds,administratorsmayinstallalloronlysomeofthe components.Ifyouchoosetoinstallmultiplecomponents,theinstallationstepsmayvaryfromwhatisdescribed inthisdocumentation.Insuchcases,refertotheinstallationinstructionsforeachcomponent. Beforestartingtheinstallationproceduredothefollowing: LogonastheAdministratoronthesystemwhereArgusSafetyisbeinginstalled. Copytheinstallationpackagetothelocaldirectoryofthetargetmachine TheArgusSafetySolutioncomponentsthatcanbeinstalledatacompanysitedependontheSerial Numbersuppliedtothecompany.
NOTE
ToinstalltheArgusSafetydocumentation
1. DoubleclicktheLaunch.exefileinthelocaldirectoryonyourtargetmachinetodisplaytheArgusSafety installationwelcomescreen.
OTE
IfTerminalServicesareenabledonWindows2003,usetheAddorRemoveProgramsutilityinthe ControlPaneltoinstallArgusSafetySolutioncomponents.GotoControlPanel>AddorRemove Programs>AddNewPrograms,opentheLaunch.exeinyourlocaldirectory.
PAGE19
CHAPTER2:STARTINGTHEINSTALLATION
2. 3. 4. 5. 6. 7.
ClickArgusSafety.Toinstalldocumentation,clicktheDocumentationbutton. Toperformanydatabaseupgrade,refertothechapteronDatabaseUpgrade.Toperformdatabasevalidation, refertothetopicon3.10ValidatingtheArgusSafetyDatabase. ClickNexttocontinueSetup. ClickYestoacceptthelicenseagreement. ClickBrowsetochangethedefaultinstallationdirectory. ClickNext.
2.2 Installing Argus on Citrix

UsetheMicrosoftAdd/RemoveProgramsdialogtoinstalltheArgusSafetySolutionscomponentsontheCitrix server.WhenyouruntheArgusSafetyinstallationfile,thesystemautomaticallydetectswhetherCitrixisinstalled onthesystemanddisplaystheAdd/Removeprogramsdialog. CitrixMetaFrameXPwithFeatureRelease3issupportedontheWindows2000ServerandWindows Server2003operatingsystems.However,youmustinstalltheTerminalServicescomponentsbefore installingMetaFrameXP.BesuretousetheMicrosoftAdd/RemoveProgramsfunctionstoinstallArgus Safetyapplicationswithterminalservices.
OTE
ToinstallArgusSafetySolutioncomponentsontheCitrixserver
1. 2. 3. 4. 5. 6. WhenthesystemdisplaystheAdd/Removeprogramsdialog,clickAddNewProgramsintheleftpane. ClickLocalFiletodisplaytheInstallProgramfromLocalFiledialogbox. WhenthesystemdisplaystheInstallProgramfromLocalFiledialogbox,clickNext. WhenthesystemdisplaystheRunInstallationProgramdialogbox,clickBrowse. Locatetheinstallationfilesonthenetwork. OpentheArgusSafety\Setup.exefile. IfthesystemdisplaystheChangeUserOptiondialogboxduringtheCitrixinstallation,selectAllusers beginswithcommonapplicationsettingsandclickNext.
NOTE

PAGE20
2.3 Installing the Files Required to View Japanese Text

IfyouareusingtheArgusJversionofArgusSafety,youmustinstallthefilesrequiredtoviewJapanesetext correctly.Thesefilesmustbeinstalledonallservers.Beforestartingtheinstallationprocedure,verifythatyour systemhasatleast230MBoffreediskspace.
ToinstallthefilesrequiredtoviewJapanesetext
1. 2. SelectStartControlPanelRegionalandLanguageOptions WhenthesystemdisplaystheRegionalandLanguageOptionsdialogbox:
ClicktheLanguagestab.
PAGE21
3.
WhenthesystemdisplaystheRegionalandLanguageOptionsdialogbox:clicktheLanguagestabandto displaytheInstallSupplementalLanguageSupportdialogbox.
SelectInstallfilesforEastAsian languagestodisplaythe SupplementalLanguageSupport dialogbox.
ClickOKintheInstall SupplementalLanguageSupport dialogbox.
ClickOKorApplyintheRegional andLanguageOptionsdialog box. 4. Restartthesystem
PAGE22
3 INSTALLING THE ARGUS SAFETY DATABASE

Thischapterdescribesthestepsincreating,upgrading,andvalidatingtheArgusSafetyDatabaseschema.The followingtopicsarecontainedinthechapter: Overview SchemasRequiredforDatabaseInstances SettingUpOracleParameters CreatingtheArgusSafetyDatabaseSchema LoadingFactoryData EnablingandDisablingOracleText ImplementingTablePartitioning LoadingtheMedDRAandMedDRAJDictionary LoadingtheWHODRUGDictionary ValidatingtheArgusSafetyDatabase EnablingandDisablingDLP UpgradingtheArgusSafetyDatabase
3.1 Overview
ArgusSafetyinstallationrequiresyoutocreateuptothree(3)databaseinstances.Ofthethreedatabaseinstances, creatingtheArgusSafetyDatabaseinstanceisrequired. ArgusSafetyDatabase. ArgusDLPInstance(Optional)TheArgusDLPinstancecannotresideonthesameoracleinstanceasthe ArgusSafetyDatabase. CycloneDatabaseInstance(Optional) ThepasswordcanonlycontainanyASCIICharacter,09,oranyofthefollowingspecial characters_#$whencreatingnewusersinOracle.
NOTE
OTE
TheArgusSafetyDatabaseonlysupportstheAL32UTF8 characterset.Duringthedatabase instancecreation,selecttheAL32UTF8characterset.ISOCharacterssetsarenolonger supported.
NOTE
TheArgusSafetyandDLPDatabases require theDatabasesemanticstobeCHARandnotBYTE. Duringthedatabaseinstancecreation,selectCHARasthesemanticstype.Ifthisstepwas missedduringtheinstancecreation,priortorunningtheArgusSafetySchemaCreation,please followthesesteps: 1. 2. 3. LogintotheDatabaseastheSYSTEMuser Execute:ALTERSYSTEMSETNLS_LENGTH_SEMANTICS=CHARSCOPE=BOTH; ShutdownandStartupthedatabaseafterapplyingtheabovestatement.
PAGE23
CHAPTER3:INSTALLINGTHEARGUSSAFETYDATABASE
3.2 Schemas Required for Database Instances

Thefollowingsectionsoutlinetheschemasyoumustcreateforeachdatabaseinstance.
3.2.1 Argus Safety Instance Database Schemas

TheArgusSafetyinstancerequiresyoutocreatedatabaseschemas.TheArgusschemaandtheInterchangeService schemaarerequiredforallsystems.TheotherschemasyoucreateareMedDRAorWHO. ArgusSchema UsetheArgusSafetySchemaCreationTooltocreatethisdatabaseschema.Thisisarequiredschema. InterchangeServiceSchema UsetheArgusSafetySchemaCreationTooltocreatethisdatabaseschema.Thisisarequiredschema. MedDRASchema YoumustcreatethisschemaifMedDRAistobeenabled.ThisschemaiscreatedbytheMedDRALoader ToolwhenMedDRAisloadedtothenewdatabasetables. WHOSchema YoumustcreatethisschemaifWHOistobeenabled.ThisschemaiscreatedbytheWHOLoaderTool whenWHOisloadedtothenewdatabasetables.
3.2.2 Argus DLP Instance (Optional)

TheArgusDLPInstanceisoptionalandisapplicableonlyiftheDataLockPoint(DLP)featureisrequired.
3.2.3 Cyclone Database Instance (Optional)

TheCycloneDatabaseInstanceisoptionalandisapplicableonlyifCycloneisrequired.
3.3 Setting up Oracle Parameters

ThischapterprovidestherecommendedOracleparametervaluesforArgusSafetydatabases.Thesesettingsapply toboththeArgusSafetyandtheDLPdatabases.
NOTE
Thesearesuggestedvalues.Therequirementsforyoursitemaydifferdependingonthe Case/Report/Uservolumeandtransactions.Ifyoursystemrequiresparametergreaterthanthe suggestedvalues,pleasemaintainyourvalues.
3.3.1 Oracle Versions

TheArgusSafetySolutionssupportstheusefollowingversionsofOracleforspecificArgusSafetyasfollows: Oracle10gcanbeusedwiththefollowingversionsofArgusSafety: Argus4.1 Argus4.2xseries Argus5.x
Oracle11gcanbeusedwiththeArgus5.xseries.
PAGE24
3.3.2 Oracle 10g Database Settings

Thetablesinthissectionlistthesuggestedparameters,configurations,and/orsettingsforanOracle10gdatabase forvarioussizedcompaniesasfollows: Smallreferstocompanieswithlessthan30,000casesinthedatabase. Midsizedreferstocompanieswith30,000to200,000casesinthedatabase. Largereferstocompanieswith200,000to1millioncasesinthedatabase. VeryLargereferstocompanieswithmorethan1millioncasesinthedatabase.
Tablesinthissectionincludethefollowing: ArgusSafetyDatabaseInstanceParameters Table1ArgusSafetyDatabaseInstanceParameters Table2ArgusSafetyDatabaseI/OConfiguration Table3ArgusSafetyDatabaseServerConfiguration
3.3.2.1 Argus Safety Database Instance Parameters Table1ArgusSafetyDatabaseInstanceParameters #

1 2 3 4
ArgusSafetyDatabase InstanceParameters
Shared_Pool_Size DB_Block_Buffers(Sizein MB)/DB_Cache_Size DB_Block_Size(bytes) SGA_Target
Small
Default Default Default 1GB >=value setfor SGA_TARG ET 0.5GB FORCE FALSE AUTO TRUE Default FALSE ALL_ROWS 10.2.0.1or Higher AUTO 25
MidSized
Default Default Default 2GB >=value setfor SGA_TARG ET 1GB FORCE FALSE AUTO TRUE Default FALSE ALL_ROWS 10.2.0.1or Higher AUTO 25
Large
Default Default Default 3GB >=value setfor SGA_TARG ET 2GB FORCE FALSE AUTO TRUE Default FALSE ALL_ROWS 10.2.0.1or Higher AUTO 25
Very Large
Default Default Default 4.5GB >=value setfor SGA_TARG ET 3GB FORCE FALSE AUTO TRUE Default FALSE ALL_ROWS 10.2.0.1or Higher AUTO 25
Remarks
SGA_Max_Size
6 7 8 9 10 11 12 13 14 15 16
PGA_AGGREGATE_TARGET CURSOR_SHARING OPTIMIZER_SECURE_VIEW_MERG ING WORKAREA_SIZE_POLICY QUERY_REWRITE_ENABLED QUERY_REWRITE_INTEGRITY GLOBAL_NAME OPTIMIZER_MODE COMPATIBLE(ForOracle10g) UNDO_MANAGEMENT JOB_QUEUE_PROCESSES
The32bitarchitecture allowsfor4GBof physicalmemorytobe addressed,DBAsare requestedverifythe maximumaddressable RAMfortheirrespective architectures.
PAGE25
CHAPTER3:INSTALLINGTHEARGUSSAFETYDATABASE 3.3.2.2 Argus Safety Database I/O Configuration Table2ArgusSafetyDatabaseI/OConfiguration # ArgusSafetyDatabase I/OConfiguration
NumberandSizeofRedo LogFiles TEMPTablespaceSize
Small
Mid Sized
3X100 MB 16GB
Large
Very Large
3X500 MB 64GB
Remarks
DependsonthecharacteristicsoftheI/O subsystemsuchasI/Obandwidth,storage disktypes,RAIDlevels,andsoforth. OraclerecommendsRAID1+0orsimilar. TherecommendedUNDOTablespacesize isbasedontheprojectionswiththe followingtwoparametervalues: RETENTION=NOGUARANTEE UNDO_RETENTION=900(seconds)
Default
3X500 MB 32GB
8GB
UndoTablespaceSize
8GB
16GB
32GB
64GB
3.3.2.3 Argus Safety Database Server Configuration Table3ArgusSafetyDatabaseServerConfiguration #

1 2
ArgusSafetyDatabase ServerConfiguration
RAM CPU
Small
48GB Equivalentto24 DualCore,3GHz
MidSized
Large
VeryLarge
1632MB Equivalentto16 DualCore,3GHz
3.3.2.4 Oracle Instance Settings (for 10g and 11g) ThissectionprovidesinformationabouttheOracleinstancesettingsforthefollowing: OPTIMIZER_SECURE_VIEW_MERGING JOB_QUEUE_PROCESSES
3.3.2.4.1 OPTIMIZER_SECURE_VIEW_MERGING OPTIMIZER_SECURE_VIEW_MERGINGenablesyoutogloballyenableordisableviewmergingforthedatabase. SettheparametervaluetoFALSE. ThedefaultvalueforOracle10gand11gisTRUE.
Table4showstheimpactofsettingtheparametertoTRUEvs.FALSE Table4OPTIMIZER_SECURE_VIEW_MERGINGValues Value#

FALSE TRUE
ArgusSafetyDatabase ServerConfiguration
Oracledoesnotuseviewmergingorpredicatemovearound. Oracleassessesthequery,consideringalltransformations,andchoosesthemethodwiththelowestcost. Totakeadvantageofqueryrewriteforaparticularquery,youmustdisablethe OPTIMIZER_SECURE_VIEW_MERGINGparameter.
PAGE26
ARGUSSAFETY5.1INSTALLATIONGUIDE 3.3.2.4.2 JOB_QUEUE_PROCESSES
JOB_QUEUE_PROCESSESspecifiesthemaximumnumberofprocessesthatcanbecreatedforexecutingjobs Oraclerecommendssettingthisto30ormore. ForAGService,youmustscheduleaDBMS_JOB(fromArgusSchemaOwnerwith2minuteperiodicity) throughthefollowingAnonymousBlock: JobwillbeautomaticallycreatedwhenArgusversionisupgradedto42SP2ornewschemacreation using42SP2SchemaCreationTool. Incasethejobdoesnotexist,thenitcanbecreatedmanuallyusingfollowingcode.Default periodicityis2minutes,specifiedasinterval=>'SYSDATE+2/1440butcanbealteredbychanging thevalueoftheparameterinterval.
DECLARE v_jobnoNUMBER; BEGIN DBMS_JOB.SUBMIT (job=>v_jobno ,what=>'PKG_PARALLEL_DB_PROCESSOR.PDP_MASTER;' ,next_date=>SYSDATE ,interval=>'SYSDATE+2/1440' ,no_parse=>TRUE ); DBMS_OUTPUT.PUT_LINE('JobNumberis:'||to_char(v_jobno)); COMMIT; END;
PleaserefertotheOracle10gor11gdocumentationonDBSM_JOBforalteringtheexistingjob.
3.3.3 GMT Offset Calculation

InArgus4.2SP2,newcolumnshavebeenaddedintableCONTROL_TABLEtocalculateGMToffset.Forcolumn leveldescription,refertosection6.23intheArgusDBAGuide.VerifythatthevaluestoredintheTABLEisaccurate forGMT_DIFFandothercolumnsrelatedtoDayLightSaving. Beawareofthefollowing: Argusisusingfunctiongss_util.gmt_offsettoderivetheGMTOFFSETwhichimpactsthecalculationof GMTdateandtime. UsethefollowingSQLqueriestoverifytheGMToffsetreturnedbythedatabasefunction. QuerytogetthecurrentGMTTimeoffset QuerytogetthecurrentTimestampandGMTTimestamp.
DaylightSavingsTime.AssumethatDaylightSavingsTimestartsonFirstSundayofAprilat2:00AMandit endsonLastSundayofOctoberat2:00AM. QuerytogetGMTTimeDifferencejustbeforethestartingofDayLightSaving. QuerytogetGMTTimeDifferenceOneSecondAfterDayLightSavingsstarted. QuerytogetGMTTimeDifferencejustbeforetheEndofDayLightSaving. QuerytogetGMTTimeDifferencejustAfterDayLightSavingsended.
PAGE27
3.4 Creating the Argus Safety Database Schema

Two(2)requiredstepsandone(1)optionstepareinvolvedincreatingArgusSafetydatabaseschemaasfollows: InstallingtheArgusSafetyschemacreationtool CreatingtheTablespace(optional) CreatingtheArgusschemasusingtheschemacreationtool
3.4.1 XDB Schema Installation Requirement for Interchange

YoumustinstallSchemaXDBbeforeupgradingortheInterchangepackageswillfailtoload.SchemaXDBisnot installedbydefault.UsethefollowingquerytoverifythepresenceoftheXDBschema: IfSchemaXDBdoesnotexist,usethefollowingproceduretocreateit.
TocreateSchemaXDB
1. 2. 3. Connecttosysassysdba. Executethe?/rdbms/admin/catqm.sqlscript. Providethefollowingrequiredparameters userpassword userdefaulttablespace usertemporarytablespace
Forexample:SQL>@?/rdbms/admin/catqm.sqlSYSTEMSYSAUXTEMP
PAGE28
3.4.2 Installing the Schema Creation Tool

BeforeinstallingtheSchemaCreationToolonaserver,verifythatOracleclientwithOLEObjectsisinstalledon theserver.
ToinstalltheSchemaCreationTool
1. WhenArgusSafetySetupopenstheArgusSafetySolutionComponentsdialogbox:fromthescreenandclick Next.
SelectSchemaCreationTool.
ClickNext>.
2. ThesystembeginstheinstallationprocedureanddisplaystheSetupStatusscreen.
Thesystemdisplaysinstallation progress.
PAGE29
3.
WhenthesystemdisplaystheSetupCompletedscreen:
ClickFinish.
4. Whenthesystemcopiestherequiredfilestothesystemanddisplaysthefollowingmessage:
ClickOKtorebootthesystem.
PAGE30
3.4.3 Creating the Tablespaces

IfyouwishtocreatetablespacesbeforeinstallingArgusSafety,thefollowinginformationshowsthedifferenttable spaceoptionsavailable.However,thisstepisoptional.Theschemacreationtoolcreatesthetablespacesiftheydo notexist.
3.4.4 Creating the Schema

Beforecreatingtheschema,verifythat: AblankOracledatabaseinstanceisavailable ASYSTEMuseraccountisavailable TheOracledatabaseisavailablefromthemachinewheretheschemacreationtoolisinstalled
Usethefollowingproceduretocreatetheschema.
Tocreatetheschema
1. Opentheschemacreationtool:
ClickCreateSchema.
2. WhenthesystemdisplaystheOracleDatabaseConnectdialogbox,enterthePasswordassociatedwiththe SYSTEMuserandtheDatabasename. Enterthepasswordassociated withthesystemuserinthe Passwordfieldandthedatabase nameintheDatabasefield.
ClickOK.
PAGE31
3. WhenthesystemdisplaystheArgusSafetySchemaCreationOptionsdialogbox: ClickNewUsertocreatethe followingnewusers: ArgusSchemaOwner InterchangeSchemaOwner ArgusLoginUser InterchangeLoginUser
4. WhenthesystemdisplaystheNewUserdialogbox: EntertheusernameintheNew UserNamefield.
Entertheuserspasswordinthe NewUserPasswordfield.
Reentertheuserspasswordin theReenterPasswordfield. VerifythattheDefaultTablespace andTemporaryTablespacevalues arecorrect.
5. ClickOK.
WhenthesystemdisplaystheArgusSafetySchemaCreationOptionsdialogbox,repeatSteps3and4until youhavecreatedalltheusers.
PAGE32
6. WhenthesystemdisplaystheArgusSafetySchemaCreationOptionsdialogbox:
ClickNewRoletocreatethe followingrolesasappropriate:

ArgusRole InterchangeRole
7. WhenthesystemdisplaystheNewRoledialogbox: TypetherolenameintheNew Rolefield.
ClickOK.
PAGE33
8.
WhenthesystemredisplaystheArgusSafetySchemaCreationOptionsdialogbox: LocatetheArgusSafetySchema Ownerdropdownlistandselect theArgusSchemaOwneryou created.
LocatetheOracleLicensing Optionandselecttheapplicable licensingoption.
LocatetheSchemaOptionsand selecttheappropriateDatabase Size andtheTimeZone.
SelecttheappropriateArgusRole fromtheArgusSafetyRoledrop downlist.
LocateArgusSafetyGranteesand selecttheappropriateArgusLogin account. LocatetheInterchangeSupport sectionanddothefollowing: SelecttheInterchange SchemaOwnerfromthe dropdownlist. SelecttheInterchangeRole fromthedropdownlist. SelecttheInterchangeLogin Userfromthedropdownlist.
ClickGenerate . forthe Enter password ARGUSUSERuser
ClickGenerate.
PAGE34
9. IftheTablespaceCreationdialogboxdisplays,youmaycreatenewtablespacesoruseexistingtablespacesas follows: UnderCompletePathand Datafile,enterthecompletepath (includingthefilename)under whichthedatafileislocatedon thedatabaseserver. Ifthedatafiledoesnotexist,the systemautomaticallycreatesit.it willautomaticallybecreated. Ifthedatafileexists,thesystem promptsyoutousethecurrent datafile.SelectYesinthedialog. TheTablespaceCreationdialogappearsiftheDatabaseSizewasselectedasSmall,Medium,or Large.ItwillnotappearifthedatabasesizewasselectedasDefault. Whenyouhaveexistingtablespaces,youmayusethem;youarenotrequiredtocreatenewones. Thesystemwillnotregeneratethetablespaces.IfatablespacealreadyexiststheArgusSchema CreationtoolwillwarnyoutoselectYestouseanexistingtablespace.
NOTE
PAGE35
10. WhenthesystemopenstheArgusSafetyDatabaseInstallationdialogbox:
SelectPauseonerror.
SelectContinuetostartthe SchemaCreationProcess. Itmaytakesometimeto completetheschemacreation process.
SelectPauseonErrortopausethesystemwhenanerroroccurs.Thisisessentialfortroubleshooting Schemacreationproblems.
NOTE
YoucanalsoselecttheShowAllboxtodisplaytheSQLstatementsthesystemisexecuting. However,tocreatethedatabaseschemamorequickly,werecommendclearingtheShowAllcheck box.ThesystementersallexecutedSQLstatementsinalogfile.
11. Whentheschemacreationprocessiscomplete:
ClickOpentoopentheschema creationlogfile.
ClickFinish.
PAGE36
3.5 Loading Factory Data

Beforeloadingfactorydataverifythat: Theschemacreationtoolisinstalled AnOracledatabaseinstanceisavailable ASYSTEMuseraccounthasbeencreated
ToloadFactoryDataintotheArgusSafetydatabase
1. Opentheschemacreationtool. ClickFactoryData.
2. WhenthesystemopenstheConnecttoDatabasedialogbox:,entertheArgusSchemaOwnerName, Password,andtheDatabasenameintheappropriatefieldsandclickOK. EnterthenameoftheArgus SchemaOwnerandthe password.
ClickOK.
PAGE37
3. WhenthesystemopenstheConnecttoDatabasedialogboxasecondtime: Enterthenameofthe InterchangeSchemaOwnerand thepassword.
ClickOK. 4. Thesystemloadsthefactorydataintothedatabaseanddisplaysthefollowingmessage: ClickOK.
5. Checkthe.BADand.LOGfilesinthe\DBInstaller\Factory_Data\foldertoverifythatthefactorydataloaded withouterrors. Ifyousuccessfullyloadedthefactorydataandtrytoloaditagain,thesystemwillgenerateerrors.
NOTE
6.
Thesystemdisplaysthefollowingmessage: ClickOK.
PAGE38
3.6 Enabling and Disabling Oracle Text

OracleTextsearchisanindexbasedqueryingsolutionthatimprovesDuplicateCasesearchperformance.This sectionprovidesinformationaboutenablinganddisablingOracleText. IfyoudonotusetheSchemaCreationTooltoinstallOracleTextandtheCommonProfileSwitchis enabled,runningasearchfromtheArgusBookinscreencancausethesystemtodisplaythe followingerrormessage: OracleTextisnotinstalledcorrectly.Pleaseinstall/verifytheOracleTextinstallationfirst.
OTE
3.6.1 Enabling Oracle Text

Onceenabled,OracleTextperformsthefollowingfunctions: DBInstallercheckswhetherOracleText10.2orhigherisalreadyinstalled.Ifnot,itdisplaysanerror messagethatOracleTextnotinstalled.PleaseinstallOracleTextbeforeaddingthisfeature. EstimatestheTablespaceSizeRequirementsandadjustsasrequired. PopulatesexistingcasesintheOracleTextduplicateSearchTableforindexing.Thisprocesscantakeafew hours. CreatestheOracleTextIndex. CreatesthePDPjobforDeltaupdates. UpdatestheCMN_PROFILEKey,ORA_TXT_SRCH_ENABLE,toavalueof1. BeforeenablingOracleText,theremustbeenoughfreespaceavailableinthetablespace.If thereisnotenoughfreespaceavailable,thesystemdisplaysthefollowingdialogboxwiththe amountofspacecurrentlyavailable(inmegabytes).
ClickOKandprovidetherequiredfreespacebeforeenablingOracleText.
PAGE39
UsethefollowingproceduretoenableOracleText.
ToenableOracleText
1. OpentheSchemaCreationTool. ClickOracleText.
2. WhenthesystemdisplaystheEnable/DisableOracleTextdialogbox: ClickYes.
PAGE40
3.
WhenthesystemdisplaystheEnableOracleTextdialogbox,entertheconnectionparameterintheArgus DatabaseNamefieldandclickProceed. Enterthedatabaseconnection parameter.
EntertheOracleTextLog Directory. ClickProceedtoenableOracle
ViewOracleTextLog
ClickClosetoexit. 4. OracleTextisenabled.ClickClosetoexit.
ClickClosetoexit.
5. Runtheschemavalidationtooltovalidatetheschema.
PAGE41
3.6.2 Disabling Oracle Text

AfterOracleTextisdisabled,thesystemperformsthefollowingfunctions:
UpdatestheCMN_PROFILEKey,ORA_TXT_SRCH_ENABLE,toavalueof0 DeletesthePDPJob DropstheOracleTextIndex TruncatestheDuplicateCaseSearchTable
UsethefollowingproceduretodisableOracleText.
ToenableOracleText
1. OpentheSchemaCreationTool. ClickOracleText.
2. WhenthesystemdisplaystheEnable/DisableOracleTextdialog: ClickNo.
PAGE42
3.
WhenthesystemdisplaystheDisableOracleTextdialogbox:
Enterthedatabaseconnection parameterintheArgusDatabase Namefield.
EntertheOracleTextLog Directory. ClickProceedtodisableOracle Text. ThesystemdisablesOracleText. ViewOracleTextLog ClickClosetoexit
PAGE43
3.7 Implementing Table Partitioning

Beforeimplementingtablepartitioning,verifythat: Theschemacreationtoolisinstalled AnOracledatabaseinstanceisavailable ASYSTEMuseraccounthasbeencreated
Toimplementtablepartitioning
1. Opentheschemacreationtool.
ClickPartitionTable.
2. WhenthesystemdisplaystheOracleDatabaseConnectdialogbox: EnterthePasswordassociated withtheSYSTEMuserandthe Databasename
ClickOK.
PAGE44
3.
WhenthesystemdisplaystheTablePartitioningParametersdialogbox:
SelecttheArgusRolefromthe dropdownlist.
IntheYearsfield,enterthe numberofyearsoverwhichthe partitioninghastobecarriedout.
IntheStepsfield,enterthe numberofyearsafterwhichthe systemwillcreateanewpartition.
NOTE
Thesystemautomaticallycalculates thenumberofpartitions.
Selectwhetherthepartitioning hastobecarriedoutfromthe CurrentDateonwardsorentera UserDefineddate(inDDMMM YYYYformat).
ClickProcess. 4. WhenthesystemdisplaystheSelect/CreateTablespacesdialogbox: Selecttherequiredtablespacesfor thepartitions.
ClickProcess.
NOTE
Ifrequired,youcanenteranewtablespacenameinsteadofselectingatablespacenamefromthe list.
PAGE45
5.
WhenthesystemdisplaystheCreateDatafilesdialogboxandatablespacenamewasenteredinStep4: Enterthedatafilepathinthe DatafilePathfield.
EnterthedatafilesizeintheSize (MB)field.
ClickCreate.
PAGE46
3.8 Loading the MedDRA and MedDRA J Dictionary

TheminimumspacerequiredtoinstallMedDRAandMedDRAJonyoursystemis50MB.Verifythatyouhavethat amountofspaceavailablebeforeloadingMedDRAandMedDRAJ.Youalsoneedtoverifythat: Theschemacreationtoolisinstalled AnOracledatabaseinstanceisavailable ASYSTEMuseraccounthasbeencreated IfloadingMedDRAV8orV8.1,thesmq_list.ascandsmq_content.ascfilescontainingSMQdatamust beplacedinthesamefolderastheotherdictionaryfiles.
NOTE
ToloadtheMedDRAdictionaryintothedatabase
ClickMedDRALoader.
2. WhenthesystemdisplaystheOracleDatabaseConnectdialogbox,.ClickOK. EnterthePasswordassociated withtheSYSTEMuserandthe Databasename.
ClickOK.
PAGE47
3.
WhenthesystemdisplaystheMedDRADictionaryLoaderdialogbox,dothefollowing: SelectLoadtoNewTablesifa MedDRAdictionasnotbeen loadedbefore. SelectMedDRAJifyouare loadingaMedDRAJdictionary.
LocatetheTablespace Informationsectionandselect thetablespaceandindexfrom thedropdownlists ClickCreateUsertocreateanew MedDRAuser.
PAGE48
4.
WhenthesystemdisplaystheNewMedDRAUserdialogbox:,entertheappropriateinformationinthefields andclickOK. Enterthenameoftheuserinthe NewUserNamefield.
EnterthepasswordintheNew UserPasswordfield. ReenterthepasswordintheRe enterPasswordfield. ClickOK.
PAGE49
5.
WhenthesystemredisplaystheMedDRADictionaryLoaderdialogboxagain:
ClickCreateRole.
6. WhenthesystemdisplaystheNewMedDRARoledialogbox:,entertheNewRolenameandclickOK. Enterthenewrolenameinthe NewRolefield.
ClickOK.
PAGE50
7.
WhenthesystemredisplaystheMedDRADictionaryLoaderdialogbox:,locatetheDictionarytoLoadsection andothefollowing: a) SelecttheMedDRAVersiontobeloadedfromthedropdownlist.
b) ClickBrowsetogotothedirectorywherethedictionaryfilesresideandselecttheappropriatedictionary files. c) ChecktheMedDRABrowsercheckboxifthisdictionaryversionisbeingusedintheArgusSafetyMedDRA Browser.
d) ClickLoad.
SelecttheMedDRAversiontobe loadedfromtheMedDRA Versiondropdownlist.
ClickBrowsetogotothe directorywherethedictionary filesreside.Selectthe appropriatedictionaryfilefrom thedialogbox.
SelecttheMedDRABrowser checkboxifthedictionaryversion isbeingusedintheArgusSafety MedDRAbrowser.
ClickLoad.
PAGE51
8.
WhenthesystemdisplaystheOracleDatabaseConnectdialogbox:,enterthePasswordassociatedwiththe SYSTEMuserandtheDatabasenameintheappropriatefieldsandclickOK. EntertheSYSTEMuserpassword inthePasswordfieldandthe databasenameintheDatabase field.
ClickOK. 9. Thesystemloadsthedictionaryanddisplaysthefollowingmessage. ClickOK.
PAGE52
3.8.1 Overwriting an Existing MedDRA Dictionary

IfyoufinditnecessarytooverwriteanexistingMedDRAdictionary,usethefollowingproceduretodoso. IfloadingMedDRAV8orV8.1,thesmq_list.ascandsmq_content.ascfilescontainingSMQdatamust beplacedinthesamefolderastheotherdictionaryfiles.
NOTE
TooverwriteanexistingMedDRAdictionary
ClickMedDRALoader.
2. WhenthesystemdisplaystheOracleDatabaseConnectdialogbox: EntertheSYSTEMuserpassword inthePasswordfieldandthe databasenameintheDatabase field.
ClickOK.
PAGE53
3.
WhenthesystemdisplaystheMedDRADictionaryLoaderdialogbox:locatetheLoadingOptionssectionand dothefollowing: SelectOverwrite. SelectMedDRAJifyouare loadingaMedDRAJdictionary. Selectthetablespaceandindex fromtheTablespaceandIndex dropdownlists. SelecttheuserfromtheUser dropdownlist. Entertheuserpasswordinthe Passwordfield;reenteritinthe VerifyPasswordfield. Selecttheappropriaterolefrom theRoledropdownlist. Selecttheversiontooverwrite fromtheCurrentVersionto Overwritedropdownlist.
PAGE54
SelecttheMedDRAversionto loadfromtheMedDRAVersion dropdownlist.
ClickBrowsetogotothe directorywherethedictionary filesresideandselectthe appropriatedictionaryfiles.
ClicktheMedDRABrowser checkboxifthedictionaryversion isbeingusedintheArgusSafety MedDRABrowser.
ClickLoad.
4. WhenthesystemdisplaystheOracleDatabaseConnectdialogbox:enterthePasswordassociatedwiththe SYSTEMuserandtheDatabasenameandclickOK. EntertheSYSTEMuserpassword inthePasswordfieldandthe databasenameintheDatabase field.
ClickOK.
PAGE55
5.
Whenthesystemfinishesoverwritingthedictionary,itdisplaystheDictionaryLoaddialogbox.
ClickOK.
3.8.2 Recoding Events

Table5listsanddescribestheoptionsinthedialogbox. Table5EventRecodingDialogBoxOptions Option
UseMedDRADataFromUser IsMedDRAJInstalled? ArgusMedDRAVersiontoRecode UseMedDRAJDataFromUser DataUpdate/ViewOptions [CurrencydeterminedatLLTLevelOnly]
PointE
SelecttheuserofthenewMedDRAversion. IfMedDRAJisinstalled,checkthischeckboxandselecttheMedDRAJuserof thenewMedDRAversion. SelecttheexistingMedDRAversiontorecode. SelecttheMedDRAJuserofthenewMedDRAversion. Checkoneorbothofthefollowingoptions: ProcessCurrentTerms(UsingPrimarySOCPath) ProcessNoncurrentTerms(UsingPrimarySOCPath) UpdateData(Updateswillbemadetocasesandtotheauditlog.) ViewOnly(Updateswillnotbemadetocasesandtotheauditlog).
Selectoneofthefollowingoptions:
OutputLogFileOptions Status
Selectanoutputlogfileoptionanddirectorypathforthelogfiles. Displaysstatus.
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Ifyoufinditnecessarytorecodeevents,usethefollowingproceduretodoso.
Torecodeevents
1. Opentheschemacreationtool. ClickMedDRALoader.
2. WhenthesystemdisplaystheOracleDatabaseConnectdialogbox:,enterthePasswordassociatedwiththe SYSTEMuserandtheDatabasename. Enterthepasswordforthe SYSTEMuserinthePassword fieldandthedatabasenamein theDatabasefield.
ClickOK.
PAGE57
3.
WhenthesystemdisplaystheMedDRADictionaryLoaderdialogbox: ClickReCodeEvents.
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4.
WhenthesystemopenstheEventReCodingdialogbox,dothefollowing: SelecttheappropriateMedDRA Userandtheversionwithwhich theeventsaretoberecoded.
SelecteitheroralloftheProcess CurrentTerms,ProcessNon CurrentTermsorUpdate dictionaryversioncheckboxes.
SelectUpdateDataifeventsare tobeupdatedorselectViewOnly ifeventsareonlygoingtobe detected.
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Selecttheoutputlogfileformat fromtheOutputLogFileOptions.
Selectthelogfiledirectory.
ClickExecute.
5. WhenthesystemdisplaystheConnecttoDatabasedialogbox,entertheSchemaOwnername,Password, andDatabase.ClickOK Entertheschemaownernamein theArgusSchemaOwnerfield. Enterthepasswordinthe Passwordfield. Enterthedatabasenameinthe Databasefield. ClickOK.
PAGE60
6.
ThesystemrecodesthefollowingfieldsfromCaseFormandCodeList. FieldLocation
CaseForm CodeList
NameofRecodedField
DeathDetails LabData OtherRelevantHistory ProductIndications Events CaseDiagnosis ProductIndication LabTestTypes
PAGE61
3.9 Loading the WHO-DRUG Dictionary

BeforeloadingtheWHODRUGdictionary,pleaseverifythefollowing: WindowsworkstationPCisavailabletoloadtheWHODRUGdataon ThePChasOracleclientinstalled(version10.2.0.3or11.1.0.6),includingthefollowing: SQLPLUS(Exe=sqlplusw) SQL*Loader(Exe=sqlldr)
ThereisanupdatedTNSNAMESfileandOracleclienttoconnecttotheArgusSafetydatabase. ThefollowingWHODRUGdictionarydatafilesareavailable.
bna.dd dda.dd ing.dd dd.dd ccode.dd ddsource.dd man.dd ina.dd
TheformatoftheWHODRUGdictionarydatafilesisTextandalternaterowsarenotblank. WHODRUGisloadedusingsql*loadwithDIRECT=TRUEoption.Becauseofsql*loader restrictions,nooneshouldhaveaccesstotheArgusSafetysystemwhileWHODRUGisbeing loaded.
YoucanloadWHODrugdictionaryasfollows:
UsetheLoadtoNewTablesoptiontoloadthedictionarytonewtables UsetheOverwriteoptiontooverwriteexistingandexistingdictionary UsetheFormatCoptiontoloadthedictionarywithadifferentformat
PAGE62
3.9.1 Loading the WHO-Drug Dictionary to New Tables

UsethefollowingproceduretoloadWHODrugdictionarytonewtables.
ToloadtheWHODRUGdictionarytonewtables
1. Launchtheschemacreationtool: ClickWhoDrugLoader.
2. WhenthesystemdisplaystheOracleDatabaseConnectdialogbox: EntertheSYSTEMpasswordinthe Passwordfield. Enterthedatabasenameinthe Databasefield.
ClickOK.
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3.
WhenthesystemopenstheWHODrugDictionaryLoaderdialogboxdothefollowing: ClickLoadNewTablestoloadthe dictionaryintoaseparateschema.
ClickCreateUsertoopentheNew WHODrugUserdialogboxtoopenthe NewWHODrugUserdialogbox. Providetheinformationrequiredto createanewuserandclickOK.
PAGE64
4.
ThesystemreopenstheWHODrugDictionaryLoaderdialogbox,clickCreateRoletoopentheNewWHO DrugRoledialogbox.
IntheNewWHODrugRoledialog box,entertheNewRolename andclickOK.
PAGE65
5.
WhenthesystemredisplaystheWHODrugDictionaryLoaderdialogbox,locatetheDictionarytoLoad sectionanddothefollowing:
SelecttheDictionaryVersiontoload fromthedropdownlist.
ClickBrowsetodisplaytheSelect Folderdialogboxandselectthe appropriatepath.
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6.
WhenthesystemdisplaystheWHODrugDictionaryLoaderdialogboxwiththeappropriateinformation:click Load.
ClickLoad.
7. WhenthesystemopenstheOracleDatabaseConnectdialogbox:,enterthePasswordfortheSYSTEMuser andclickOK. EntertheSYSTEMpasswordinthe Passwordfield. Enterthedatabasenameinthe Databasefield.
ClickOK.
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8.
WhenthesystemdisplaystheDictionaryLoaddialogboxtoindicatethatthedictionaryhasloaded successfully:clickOK.
ClickOK.
3.9.2 Loading the WHO-Drug Dictionary Using the Overwrite Option

UsethefollowingproceduretowhenusingtheoverwriteoptiontoloadtheWHODrugDictionary.
ToloadtheWHODRUGdictionaryusingtheOverwriteoption
1. 2. LaunchtheSchemaCreationTool. ClickWhoDrugLoader. ClickWhoDrugLoader.
PAGE68
3.
WhenthesystemopenstheOracleDatabaseconnectdialogbox:
EntertheSYSTEMpasswordinthe Passwordfield. Enterthedatabasenameinthe Databasefield.
ClickOK. 4. WhenthesystemopenstheWHODrugDictionaryLoaderdialogbox,dothefollowing: ClickOverwritetooverwriteexisting dictionaryfiles.
Selectthedictionaryversiontoload.
ClickBrowsetodisplaytheSelectFolder dialogboxandselecttheappropriate pathandclickSelect.
ClickLoadtoloadthedictionary. ViewWHODrugdictionarylog.
PAGE69
5.
WhenthesystemopenstheOracleDatabaseConnectdialogbox,entertheSYSTEMUserPasswordandclick OK.
ClickOK. 6. WhenthesystemdisplaystoDictionaryLoaddialogtoindicatethatthedictionaryhasloadedsuccessfully: ClickOK.
3.9.3 To Load the WHO-Drug Dictionary using the Format C Option

FormatCisaWHODrugdictionaryformat.Forinformationaboutthisformat,gotohttp://whoumc.org.
ToloadtheWHODRUGdictionaryusingtheFormatCoption
1. LaunchtheSchemaCreationTool. ClickWhoDrugLoader.
PAGE70
2.
WhenthesystemdisplaystheOracleDatabaseConnectdialogbox,entertheSYSTEMPasswordand Databasename.ClickOK.
ClickOK. 3. WhenthesystemopenstheWHODrugDictionaryLoaderdialogboxdothefollowing:
ClickLoadNewTablestoloadthe dictionaryintoaseparate schema.
ClickCreateUsertoopenthe NewWHODrugUserdialogbox WhenthesystemopenstheNew WHODrugUserdialogbox, providetheinformationrequired tocreateanewuserandclickOK.
PAGE71
4.
WhenthesystemreopenstheWHODrugDictionaryLoaderdialogbox:
ClickCreateRoletoopentheNew WHODrugRoledialogbox. Providetheinformationrequired tocreatethenewrole. ClickOK.
PAGE72
5.
WhenthesystemredisplaystheWHODrugDictionaryLoaderdialogbox:
SelecttheDictionaryVersionto loadfromthedropdownlist.
ClickBrowsetodisplaytheSelect Folderdialogboxandselectthe appropriatepath.
PAGE73
6.
WhenthesystemdisplaystheWHODrugDictionaryLoaderdialogboxwiththeappropriateinformation:
ClickLoad.
7. WhenthesystemopenstheOracleDatabaseConnectdialogbox:
ClickOK.
PAGE74
8.
WhenthesystemdisplaystheDictionaryLoaddialogboxtoindicatethatthedictionaryhasloaded successfully,clickOK.
ClickOK.
PAGE75
3.10 Validating the Argus Safety Database

AnecessarystepininstallingArgusSafetyistovalidatethedatabaseafterinstallation.Usethefollowingprocedure tovalidatetheArgusSafetydatabase. IfyouarecreatingafreshArgusSafetydatabase,besurethefactorydataisloadedbefore runningtheSchemaValidationtool.
TovalidatetheArgusSafetydatabase
1. LaunchtheSchemaCreationTool. ClickSchemaValidation.
PAGE76
2.
WhenthesystemopenstheConnecttoDatabasedialogbox: a) EntertheuserPassword.
b) EnterthenameofthedatabasetobevalidatedintheDatabasefield. c) ClickOK. Enterthenameoftheuserwho hasDBAPrivilegesintheDBA Userfield EntertheSYSTEMpasswordinthe Passwordfield. Enterthedatabasenameinthe Databasefield.
3. WhenthesystemdisplaystheSchemaValidationdialogbox:
ClickOK.
Validatethevaluesinthefields.
LocatetheValidationCTLFile sectionandclickBrowsetoopen theSelectionPathforCTLFile dialogbox.
PAGE77
IfDLPisenabled,theSchemaValidationdialogboxDLPinformationasshowninthefollowing illustration.
4. WhenthesystemopenstheSelectionPathforCTLfiledialogbox:
ClickOK.
Locateandselectthecorrect folderandCTLfileforthe databasebeingvalidated.
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5.
WhenthesystemreopenstheSchemaValidationdialogbox:locatetheValidationLogFilessectionandclick Browsetoopenthe.
LocatetheValidationLogFiles section.
ClickBrowsetoopenthe SelectionPathforCreatingLog Filesdialogbox.
6. WhenthesystemopenstheSelectionPathforcreatingLogfilesdialogbox: Choosethefolderwhereyou wantthesystemtocreatethelog files.
ClickOK.
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7.
WhenthesystemdisplaystheSchemaValidationdialogboxwiththerequiredentries:
ClickValidateSchema.
8. Thesystemdisplaysthecmd.exescreentoindicatethatprocessingistakingplace. PressEnterwhenthesystem promptsyoutodoso.
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9.
WhenthesystemopenstheOracleSql*Pluswindow:,pressEnter.
PressEnterwhenthesystem promptsyoutodoso.
10. WhenthesystemopensanotherOracleSql*Plus:
Notethepathofthelogfiles createdduringprocessing.
11. ExitfromtheSchemaCreationTool. 12. Pleasecheckthefilesforerrors.
PressEnterwhenthesystem promptsyoutodoso.
PAGE81
3.11 Enabling and Disabling DLP

ThissectionprovidesinformationabouthowtoenableanddisableDataLockPoint(DLP).
3.11.1

Enabling DLP
BeforeenablingDLP(DataLockPoint)dothefollowing: VerifythattheSchemaCreationToolisinstalled MakesureanOracledatabaseinstanceisavailable VerifythataSYSTEMuseraccounthasbeencreated Setthejob_queue_processesparameterintheDLPdatabaseto10. Verifythattheglobal_namesparameterintheArgusandDLPdatabaseissettoFALSE VerifythatboththetsnameparametersinboththeArgusandDLPdatabasesareenteredintheArgusand DLPdatabaseservers VerifythatthedatabasecontainsextraharddiskspacetosupportDLP EnablingDLPcanresultinslowersystemperformance.Therewillbeadelayinfetchingdata forexpeditedreportsanduserswillnotseeupdatedcasedataimmediately.Theusershould waitforsometimebeforeupdatingtheDLPschema.
UsethefollowingproceduretoenableDLP.
ToenableDLP
1. OpentheSchemaCreationTool.
ClickArgusDLP.
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2.
WhenthesystemdisplaystheEnable/DisableDLPdialogbox: ClickYes.
3. WhenthesystemdisplaystheEnableDLPwindow,entertherequiredconnectioninformationandclickOK. Entertherequiredconnection information.
ClickOK. 4. WhenthesystemdisplaystheexpandedEnableDLPwindow:
ClickNewUsertocreatetheDLP StageUserintheNewUser Informationdialogbox. Entertherequireddetailsforthe newuserandclickOK.
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5.
WhenthesystemredisplaystheEnableDLPwindow:clickNewUseragaintocreatetheDLPSchemaOwnerin theNewUserInformationdialogbox. ClickNewUseragaintocreatethe DLPSchemaOwner. Entertherequireddetailsforthe newDLPSchemaOwnerandclick OK.
ClickOK. 6. ThesystemredisplaystheEnableDLPwindowwiththedatafortheDLPStageUserandtheDLPSchema Owner: Selecttheappropriateextraction method. IfyouselectManualasthe ExtractionMethod,thesystem displaysthefollowingdialogbox. ClickOKandproceedwithStep7.
IfyouselectAutomaticasthe ExtractionMethod,skiptostep9.
NOTE
IfyouareusingtheAutomaticoptionforextractionmethod,pleaseskiptoStep9.
PAGE84
7.
Usethefollowingparameterfiletoimportthecasedata: C:\ProgramFiles\Relsys\DBInstaller\DLP\DLP_Import_case_data.par UsethefollowssamplecommandandparameterfiletoimportCASEDATAfromtheArgus Database:

connectdba_user/dba_user_password@dlp_database dropdirectoryimp_dir; CREATEDIRECTORYimp_dirAS'G:\ORADATA_11\DQAPER50\DLP_DUMP'; GRANTREAD,WRITEONDIRECTORYimp_dirTOdlp; IMPDPDLP_Schema_owner/DLP_Schema_owner_password@DLP_database REMAP_SCHEMA=ARGUS_APP:DLPPARFILE= E:\ORADATA\TEST\DLP_DUMP\DLP_Import_case_data_dp.par;
where: Argus_Schem_owneristheArgusSchemaOwnerintheArgusDatabase Argus_Schem_owner_paswordistheArgusSchemaOwnerpasswordintheArgusDatabase Argus_databaseistheArgusDatabaseName DLP_Schem_owneristheowneroftheCLPSchemaintheDLPdatabase DLP_Schem_owner_paswordisthepasswordfortheDLPSchemaOwnerintheDLPdatabase DLP_databaseistheDLPdatabasename 8. ThoroughlycheckthelogfileforOracleErrors.ThoroughlyverifyLOGfileonOracleerrors.
TheparameterfilesDLP_Export_case_data_dp.parandDLP_Import_case_data_dp.pararelocatedat C:\ProgramFiles\Relsys\DBInstaller\DLPfolder.
9. IntheEnableDLPwindow,
LocatetheLocalFoldernameto createDLPProcessLogandDMP files[NoSpaces].
ClickBrowsetoselectalocal folder(withoutspaces)forthe temporarypath.
PAGE85
10. WhenthesystemdisplaystheSelecttemporaryPathwindow, Selecttheappropriatepathand clickOK.
Ifthefoldernamecontainsspaces,thesystemdisplaysthefollowingdialogbox.Selectatemporary pathnamewithoutspaces.
NOTE
11. WhenthesystemupdatesanddisplaystheEnableDLPwindow: ClickOK.
PAGE86
12. WhenthesystemopenstheEnableDLP:CreateTablespacewindow,.
OTE
TheTablespaceCreationdialogappearsiftheArgusDatabaseSizewascreatedasSmall,Medium,or Large.ItwillnotappearifthedatabasesizewascreatedasDefault. Enterthetablespaceinformation intheCompletePathandDatafile fields.
ClickCreateTablespace.
AftercreationofDLPtablespacessettheAUTOEXTENSIBLEvaluetoYESonallDLPtablespaces datafiles.
OTE
PAGE87
13. WhenthesystemdisplaystheEnableDLPwindowwiththefollowingmessage:
ClickOKtoclosethedialogbox.
ClickProceedtostartprocessing.
BeforeclickingProceed,verifythatthe DLPtablespsacesAutoextendproperty issettoYES.
NOTE
IfyouareusingtheAutomaticoptionforextractionmethod,pleaseskiptoStep16.
14. Usethefollowingparameterfiletoexportthecasedata: C:\ProgramFiles\Relsys\DBInstaller\DLP\DLP_Export_case_data.par UsethefollowssamplecommandandparameterfiletoexportCASEDATAtotheArgus Database:

connectdba_user/dba_user_password@Argus_database; CREATEDIRECTORYexp_dirAS'E:\ORADATA\TEST\DLP_DUMP'; GRANTREAD,WRITEONDIRECTORYexp_dirTOArgus_Schema_owner; EXPDPArgus_Schema_owner/Argus_Schem_owner_password@Argus_database PARFILE=E:\ORADATA\TEST\DLP_DUMP\DLP_Export_case_data_dp.par;
ThoroughlyverifyLOGfileonOracleerrors.
TheparameterfilesDLP_Export_case_data_dp.parandDLP_Import_case_data_dp.parare locatedatC:\ProgramFiles\Relsys\DBInstaller\DLPfolder. where: Argus_Schem_owneristheArgusSchemaOwnerintheArgusDatabase Argus_Schem_owner_paswordistheArgusSchemaOwnerpasswordintheArgusDatabase
PAGE88
Argus_databaseistheArgusDatabaseName DLP_Schem_owneristheowneroftheCLPSchemaintheDLPdatabase DLP_Schem_owner_paswordisthepasswordfortheDLPSchemaOwnerintheDLPdatabase DLP_databaseistheDLPdatabasename 15. ThoroughlychecktheLogfileforOracleerrors. 16. ClickOKintheEnableDLPdialog. ClickOK.
17. ThesystemdisplaysthestatusoftheDLPEnableoperationinmessagesectionoftheEnableDLPwindow.
18. ThesystemdisplaysthefollowingmessagewhenDLPexecutioniscomplete.
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3.11.2
Disabling DLP
SincedisablingDLPrequiresrestartingboththeArgusandDLPdatabases,verifythatnooneisloggedontoeither databasebeforebeginningtheDisableDLPprocedure.
TodisableDLP
1. OpentheSchemaCreationTool. ClickArgusDLP.
2. WhenthesystemdisplaystheEnable/DisableDLPdialogbox: ClickNo.
3. WhenthesystemdisplaystheDisableDLPdialogbox: ClickOKtodisplaystheexpanded DisableDLPdialogbox.
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4.
WhenthesystemdisplaystheexpandedDisableDLPdialogbox: Entertherequiredinformation andclickOK.
5. Whenthesystemdisplaysthefollowingmessage,clickOKandthenclickProceedintheDisableDLPexpanded dialogbox. ClickOKtoclosethedialogbox.
ClickProceedtostartprocessing.
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6.
WhenthesystemdisplaystheDisableDLPwindow: ClickOKtoclosethedialogbox.
Thesystemdisplaysstatus informationregardingtheDLP DisableoperationintheDisable DLPwindow.
7. WhentheDisableDLPoperationiscomplete: ClickExit.
8. DLPhasbeendisabled. TheDBAshouldmanuallydropthedatabasedatafilesafterdisablingDLP.
3.12 Upgrading the Argus Safety Database

Thespacerequirementsfortheupgradearedeterminedbytheupgradescript.Thisrequirementismostlyfornew objectscreatedduringtheupgrade.Itisafairestimateofspacerequirements.
PAGE92
Beforestartingtheupgradeprocedure: VerifythattheOracleTNSNAMEShavebeenconfigured Toavoiderrorsduringupgradedoeitherofthefollowing: KEEPDATAFILESAUTOEXTENDON Monitorfreespaceandaddmorespaceifrequired
Ensureyouhaveasortareofapproximately100MBtoavoiddisksort Createonelargerollbacksegmentorsize20GBforLARGEsizemodel. Keepallother,exceptSYSTEM,rollbacksegmentsoffline.
OTE
IfthesourceArgusSafetyandDLPDatabasesarenotAL32UTF8 charactersetdatabasesthen theymustbeconvertedtoAL32UTF8charactersetbeforeperformingthedatabaseupgradeto version5.1.
TheArgusSafetyandDLPDatabasesrequiretheDatabasesemanticstobeCHARandnotBYTE. Followingthesefollowingsteps:
NOTE
1. 2. 3.
LogintotheDatabaseastheSYSTEMuser Execute:ALTERSYSTEMSETNLS_LENGTH_SEMANTICS=CHARSCOPE=BOTH; ShutdownandStartupthedatabaseafterapplyingtheabovestatement.
ArgusUpgrade(WithorWithoutDLP) ArgusSafety5.1providesadirectupgradefromexistingArgusSafety5.0.2databasesto5.1.Thissoftwarealso providessupportofsomepreviousArgusversions.Pleaserefertofollowingtablesforlistofvalidsourceversions. ThefollowingArgussourceversionsaresupportedtoupgradetheArgusdatabaseto5.1asfollows:
Source Upgradepathto5.1 Version

5.0.2 5.0.25.1
DetailStepsusing5.1releasedsoftware
Installthe5.1Schemacreationtool ClickwindowsStart/SchemaCreationTool/DBUpgrade Selectfollowingfolderduringupgradefolderselection RelsysDBInstallerUpgradesUPGRADE_TO_51 Pleaserefertofollowingsectionfordetailsstepsaboutthis upgradepath.
DatabaseUpgradeProcedure(withorWithoutDLP)from AS5.0.2toAS5.1
PAGE93

5.0.1 5.0.15.0.25.1
5.0.1>5.0.2 Extractthefollowingzipfilelocatedinthe502software installationpackage: PreviousDatabaseUpgrades\Database_released_code_502.zip DoubleclickthefileDBInstall.exelocatedinthefolder PreviousDatabaseUpgrades\DBInstaller Selectfollowingfolderduringupgradefolderselection: RelsysDBInstallerUpgradesUPGRADETO502 Afterthedatabaseupgradeto5.0.2usethesectionwhere sourceversionis5.0.2tocompletetherestoftheDatabase upgradeto5.1
5.0
5.05.0.15.0.2 5.1
5.0>5.0.1 Extractthefollowingzipfilelocatedinthe502software installationpackage: PreviousDatabaseUpgrades\Database_released_code_501.zip DoubleclickthefileDBInstall.exelocatedinthefolder PreviousDatabaseUpgrades\DBInstaller Selectfollowingfolderduringupgradefolderselection: RelsysDBInstallerUpgradesUPGRADE50TO501 Afterthedatabaseupgradeto5.0.1usethesectionwhere sourceversionis5.0.1tocompletetherestoftheDatabase upgradeto5.1
42SP2
42SP25.05.0.1 5.0.25.1
42SP25.0 Extractthefollowingzipfilelocatedinthe5.1software installationpackage: PreviousDatabaseUpgrades\Database_released_code_501.zip DoubleclickthefileDBInstall.exelocatedinthefolder Selectfollowingfolderduringupgradefolderselection: RelsysDBInstallerUpgradesUPGRADETO50 Afterthedatabaseupgradeto5.0usethesectionwheresource versionis5.0tocompletetherestoftheDatabaseupgradeto 5.1
PAGE94

42SP1 HF3 42SP1HF35.0 5.0.15.0.25.1
42SP1HF35.0 Extractthefollowingzipfilelocatedinthe5.1software installationpackage: PreviousDatabaseUpgrades\Database_released_code_501.zip DoubleclickthefileDBInstall.exelocatedinthefolder Selectfollowingfolderduringupgradefolderselection: RelsysDBInstallerUpgradesUPGRADETO50 Afterthedatabaseupgradeto5.0usethesectionwheresource versionis5.0tocompletetherestoftheDatabaseupgradeto 5.1
42SP1 HF2
42SP1HF25.0 5.0.15.0.25.1
42SP1HF25.0 Extractthefollowingzipfilelocatedinthe5.1software installationpackage: PreviousDatabaseUpgrades\Database_released_code_501.zip DoubleclickthefileDBInstall.exelocatedinthefolder Selectfollowingfolderduringupgradefolderselection: RelsysDBInstallerUpgradesUPGRADETO50 Afterthedatabaseupgradeto5.0usethesectionwhere sourceversionis5.0tocompletetherestoftheDatabase upgradeto5.1
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3.12.1
Database Upgrade Procedure (with or Without DLP) from AS 5.0.2 to AS 5.1
Usethefollowingproceduretoupgradethedatabase. YoumaybepromptedtopressEnteratscreensthatarenotincludedintheprocedure.This doesnothindertheupgradeprocedure.Whereapplicable,pressEntertocontinuewiththe upgradeprocess. TheupgradefromAS5.0.2to5.1mayrequiresomeadditionaltimeduetotheconversion ofcolumnsfromBytetoChar.Thetimetakenwilldependupontheamountofdatawithin thedatabase.
NOTE
Toperformthedatabaseupgrade
1. 2. SelectStartProgramsRelsysSchemaCreationTool. WhenthesystemopentheSchemaCreationTool: ClickDBUpgrade.
3. WhenthesystemopenstheConnecttoDatabasedialogbox: EntertheDBAusername.
Enterthepassword.
EntertheDatabasename.
ClickOK.
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4.
WhenthesystemopenstheSelectUpgradeMainFolderdialogbox:
ClickNexttocontinue.
Duringtheuprgadethisvalidationmayappear.Thisisduetoafewtableswherethecolumnsizehas beenadjustedandthetablecurrentlyhasmoredatathanthenewcolumnsize.
OTE
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5.
WhenthesystemopenstheUpgradeParametersscreenloadedwithdefaultvalues: EntertheARGUS_APPpassword.
EntertheESMschemapassword.
note IfDLPisalreadyenabled,
thecheckboxwillbechecked; otherwiseitwillbeunchecked.
ClickNext. 6. WhenthesystemloadstheTablespaceManagementwindowfortheArgusdatabase: Selectthetablespacenamefrom thedropdownlistcorresponding tothedescription.
ClickRecalculateFreeSpace. Verifythattheavailablefree spaceisgreaterthantheamount ofrequiredspace.Ifyouhave increasedthefreespace,clickthis buttontorecalculatetheamount ofavailablefreespace.
ClickNext.
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7.
IfDLPisalreadyenabledontheselectedArgusDLPdatabase,thesystemdisplaystheTablespace ManagementDLPwindow.IfArgusdoesnothaveDLP,thissystemdoesnotdisplaythisscreen.
Selecttheappropriatetablespace fromthedropdownlist.
ClickRecalculateFreeSpace. Verifythattheavailablefree spaceisgreaterthantheamount ofrequiredspace.
ClickNext. 8. Whenthesystempromptsforconfirmation
ClickOKthenclickProceedon themainscreen.
9. TheupgradestartandthesystemopenstheCommandpromptwindow.
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10. Whentheupgradeiscompletethesystemopensthefollowingwindow: ClickOK.
11. WhenthesystemopenstheDatabaseUpgradeExecutionwindow:
Clickthelogicontoverifyany upgradeerrors.
ClickExit.
12. WhenthesystemopenstheEnableOracleTextwindow:
Pleasegotosection3.6EnablingandDisablingOracleTextonpage39. 13. Upgradeisfinished 14. Runtheschemavalidationtooltovalidatetheschema.
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4 INSTALLING ARGUS SAFETY WEB

Thischapterincludesthefollowingtwosections: InstallingArgusSafetyWeb ConfiguringIIS ConnectingtoaDomainAccount EnablingSSLSupport
4.1 Installing Argus Safety Web

BeforeinstallingArgusSafetyWeb,beawareofthefollowing: Duringtheinstallation,theinformationinthisdocumentmaybedifferentfromwhatyouseeonyour monitorifadditionalmoduleswereselectedduringtheArgusSafetyWebInstallalation. AdomainaccountwithLocalAdministratorprivilegestotheWebserverisrequiredaftertheArgusSafety Webinstallationiscomplete.
UsethefollowingproceduretoinstallArgusSafetyWeb.
ToinstallArgusSafetyWeb
1. WhenthesystemdisplaystheArgusSafetyscreen: ClickArgusSafetytostartthe installation.
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CHAPTER4:INSTALLINGARGUSSAFETYWEB
2.
WhenthesystemdisplaystheArgusSafetySetupscreen:
ClickNext>.
3. WhenthesystemdisplaystheCustomerInformationscreen: EntertheusernameintheUser Namefield.
Enterthecompanynameinthe CompanyNamefield.
ClickNext>.
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4.
WhenthesystemdisplaystheDefaultDirectoryscreen,clickBrowsetoselectthedefaultinstallation directorywheretheArgusSafetySolutionComponentswillbeinstalled.
ClickNexttodisplaytheArgus SafetyComponentslistandselect thedefaultinstallationdirectory wheretheArgusSafetySolution Componentswillbeinstalled.
5. Whenthesystemdisplaysthecomponentlist:
Selectthemodulestoinstall.
ClickNext>.
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6.
WhenthesystemdisplaystheArgusSafetySolutionComponentsReportDirectoryscreen:
ClickBrowse,selectthefolderto storethetemporaryreportsin, andclickOK.
7. Argusinstallsandshowstheprogressoftheinstallation.
ClickNext>tocontinue.
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8.
WhenthesystemdisplaystheEnterPasswordforARGUSUSERscreen,enterthepasswordforthe ARGUSUSERdatabaseusercreatedduringtheSchemaCreationofthedatabaseorleaveblankforthedefault andclickNext.
ClickNext.
NOTE
9.
Ifthepasswordisleftblankacceptingthedefault,thereentryscreeninthenextstepwillnotbe seen.
Reenterthepasswordenteredinthepriorscreen.
ClickNext.
PAGE105
10. WhenpromptedtoentertheserverpathtotheReportServer:
Entertheinputpathnameforthe reportserverinthetextfield.
ClickNext>tocontinue. 11. WhenthesystemaskswhetheryouwanttoconfigureadatabaseforArgus:
ClickYestoconfigureadatabase forArgus.
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12. Whenpromptedtoenteradatabasename:
Enterthedatabasenameasyou wantittoappearontheArgus Loginpage.
13. WhenpromptedtoenterthedatabaseSID:
EnterthedatabaseSID.
14. WhenthesystemaskifyouwouldliketoconfiguredatabasesettingsforArgus:
ClickYestotoaddanadditional databasetotheArgusLogin page.
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15. Whensystempromptsyoutoenteraportnumber:
EnterthePortfortheArgusWeb site(defaultis8083).
16. TheinstallerinstallstheWebsiteanditrelatedcomponentsandshowstheprogressoftheinstallation.
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17. WhenthesystemdisplaystheSetupCompletedscreen:
ClickFinish.
18. Whenthesystemdisplaysthefollowingmessage:
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4.2 Configuring the IIS Manager

Afterthesystemreboots,openthesystemandusethefollowingproceduretoconfiguretheIISManager.
ToconfiguretheIISManager
1. 2. 3. 4. SelectStartControlPanelAdministrativeToolsInternetInformationService(IIS)Manager. SelectWebSitesArgusSafetyWeb RightClickonArgusSafetyWebandselectProperties. WhenthesystemdisplaysthePropertiesdialogbox:
ClicktheDirectorySecuritytab.
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5.
WhenthesystemdisplaystheDirectorySecurityTab:
LocatetheAuthenticationand accesscontrolsection.
ClickEdit.
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6.
WhenthesystemdisplaystheAuthenticationMethodsdialogbox: CheckEnableanonymousaccess.
Providethedomainaccount information. IntegratedWindows Authenticationshouldbe unchecked.
ClickOK.
SeeChapter9.PerformingPostInstallationChecksforinformationaboutverifyingtheinstallationofArgusSafety Web. ForinformationaboutconfiguringArgus.xmlandconfiguringArgus.iniseeChapter15.OtherTasks.
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4.3 Connecting to a Domain Account

IfmultiplewebserversareconfiguredforArgusinaloadbalancedenvironment,thereportsfoldermustbeona sharedpathonthenetwork.ConnectthePDFReport,UploadedLetters,andCachePathVirtualDirectoryusingthe domainaccountasshowninthefollowingillustrations.
PAGE113
4.4 Enabling SSL Support

UsethefollowingproceduretoenableSSLsupport.
ToenableSSLsupport
1. 2. 3. 4. SelectStartControlPanelAdministrativeToolsInternetServicesManager. ExpandtheInternetInformationServicestreetoviewtheArgusSafetywebsite. RightclickthewebsiteandselectProperties. WhenthesystemdisplaystheArgusWebPropertiesdialogbox: ClicktheDirectorySecuritytab.
LocatetheSecure communicationssectionandclick ServerCertificate
PAGE114
5.
WhenthesystemopenstheWelcometotheWebServerCertificateWizarddialogbox,clickNext>.
6. WhentheIISCertificateWizardopenstheServerCertificatedialogbox:
SelectCreateanewcertificate.
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NOTE
IfyouareusingIIS6.0,theIISCertificateWizarddialoghastwomoreoptionsasshowninthe followingillustration.
7.
WhentheIISCertificateWizarddisplaystheDelayedorImmediateRequestdialogbox:
ClickPreparetherequestnow, butsenditlater.
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8.
WhentheIISCertificateWizarddisplaystheNameandSecuritySettingsdialogbox:
Typethenameofthenew certificateintheNamefield.
Select512fromtheBitLength dropdownlist.
9. WhentheIISCertificateWizardopenstheOrganizationInformationdialogbox: Typethenameofthe organizationintheOrganization field.
Typethenameofthe organizationalunitinthe Organizationalunitfield.
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10. WhentheIISCertificateWizardopenstheYourSitesCommonNamedialogbox:
Typethecommonnameforthe website(forexample,Argus Web)intheCommonnamefield.
11. WhentheIISCertificateWizardopenstheGeographicalInformationdialogbox: Selectthecountryorregionfrom theCountry/Regiondropdown list.
Selectthestateorprovincename fromthedropdownlistortypeit intheState/provincefield.
Selectthecityorlocalityname fromthedropdownlistortypeit intheCity/localityfield.
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12. WhentheIISCertificateWizardopenstheCertificateRequestFileNamedialogbox: Typethefilenameforthe certificaterequestintheFile namefield.
NOTE
Thecertificaterequestwillbesubmittedtoacertificationauthoritythatwillprovidethecertificate.
13. WhentheIISCertificateWizardopenstheRequestFileSummarydialogbox:
Reviewtherequestfilesummary andverifythatitiscorrect.
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14. WhenIISCertificateWizardopenstheCompletingtheWebServerCertificateWizarddialogbox:
ClickFinish.
15. ObtainadigitalcertificatefortheArgusSafetyWebfromaCertificationAuthority.Followtheinstructions givenbytheCertificationAuthorityinobtainingthecertificate. 16. Ensurethattheinformationthatisenteredintheprocessofobtainingacertificateisinaccordancewiththe informationthatwasenteredwhilecreatingthecertificaterequest. 17. OncethecertificateiscreatedbytheCertificationAuthority,copythecertificatetext,andcreateafilewitha ".cer"extensionthatcontainsthistext. 18. OpentheWebServerCertificateWizard,asdescribedinsteps1through5andclickNext>. 19. WhentheIISCertificateWizardopensthePendingCertificateRequestdialogbox:
SelectProcessthepending requestandinstallthe certificate.
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20. WhentheIISCertificateWizardopenstheProcessaPendingRequestdialogbox:
Enterthecertificatefilename anditlocationinthePathand filenamefield.
21. WhentheIISCertificateWizardopenstheCertificateSummarydialogbox:
Reviewthecertificatedetailsto verifythisisthecorrect certificatetoinstall.
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22. WhentheIISCertificateWizardopenstheCompletingtheWebServerCertificateWizarddialogbox: ClickFinishtofinishinstallingthe certificate.
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4.5 Configuring Load Balancer in Argus Web

IfArgusWebisbeinginstalledinaLoadBalancedEnvironment,theLoadBalancerIPAddressneedstobe configuredinArgusConsole.
ToSetupArgusWebLoadBalancerIPAddress
1. 2. 3. 4. LogintoArgusConsole. SelectSystemManagementfromSystemConfigurationMenu. ClicktheNetworkSettingsFolder. EnterintheLoadBalancerIPAddressintothetextboxandClickSave.
EntertheArgusWebLoad BalancerIPAddress.
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4.6 Installing Argus Report Server

ArgusReportServerenablestheArgusWebServertooffloadorredirectthetasksforallreportssuchasPeriodic, Expedited,E2BandSystemReportstotheReportServer.ThisenablestheWebServertoeffectivelyhandlethe actualenduserHTTPrequestsratherthanspendingsystemresourcesonreportgenerationtasks. ArgussupportsmultipleReportServers.However,thesereportserverscannotbeputunderaLoadBalancer.Each webserverconfigurationhastopointtothereportserversindividually. TheReportServerinstallationandconfigurationisexactlysametheWebServerconfiguration.Theonlydifference isinthevaluesoftheReportServer,ReportServerUser,andReportServerPasswordparametersintheArgus.ini filefortheWebandReportServers. IfyouareusingReportServer,thesamplevaluesofthesethreeparametersontheWebServerareasshownin Table1. Table1ReportServerParameterValues #
1 2
Parameter
ReportServer ReportServerUser
SampleValue
http://svmargirv001:8083 reportuser
Description
ThisparameterpointstotheReportServerURL fortheArgusapplication. ThisistheusernameofanArgususerwithuser typeasAGServiceUserconfiguredinArgus database. WhenmultipleWebServerspointtosingleor multipleReportServers,thevalueofthis parametermustbeuniqueforeachWebServer.
ReportServerPassword
password
ThisisthepasswordfortheReportServerUser inArgusdatabaseasdescribedabove.
Beawareofthefollowing: IntheArgus.inifileontheReportServer,theReportServerparametermustpointtoitself.Forexample,it canhaveavaluesuchashttp://localhost. OtherparametersforReportServerUserandReportServerPasswordarenotrequiredintheReportServer
AfterinstallingtheReportServer,youneedtoconfigureArgus.xmlandArgus.ini.Instructionsfordoingsoarein Chapter15.OtherTasks.
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5 INSTALLING ARGUS SAFETY SERVICE

BeforeinstallingArgusSafetyService,besurethatadomainaccountwithadministratorprivilegestotheArgus SafetyServiceboxisavailableafterArgusSafetyServicehasbeeninstalled. SeeSettingUpeasyPDFtocontinueinstallingArgusWeb.
ToinstallArgusSafetyService
1. ClickonArgusSafety. ClickArgusSafety.
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CHAPTER5:INSTALLINGARGUSSAFETYSERVICE
2.
WhenthesystemdisplaystheArgusSafetySolutionsComponentsInstallationWizard: ClickNext>tocontinue.
3. WhenthesystemdisplaystheCustomerInformationdialogbox:EntertheUserNameandCompanyName. EntertheusernameintheUser Namefield.
ClickNext>.
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4.
WhenthesystemopenstheDefaultDirectorydialogbox,ClickBrowsetoselectthedefaultinstallation directorywheretheArgusSafetySolutionComponentswillbeinstalled. ClickNexttoopentheArgus SafetyComponentslist.
5. WhenthesystemopenstheArgusSafetyComponentslist: SelectArgusSafetyServicefrom thelist.
ClickNext>.
6. WhenthesystempromptsyoutoselectornotselectLotusNotesasyouremailclient: ClickYestouseLotusNotesas youremailclient;otherwise, clickNo
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7.
WhenthesystemopenstheArgusSafetySetupscreendialogbox:
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9.
ClickNext.
NOTE
10. Reenterthepasswordenteredinthepriorscreen.
ClickNext.
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11. WhenthesystempromptsfortheMAPIprofilename: TypetheMAPIprofilenamein thetextfield.
ClickNext>.
12. WhenthesystemdisplaystheSetupCompleteddialogbox: ClickFinish.
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13. WhenthesystemdisplaystheArgusSafetySetupdialogbox: ClickOKtorebootthesystem.
SeeChapter15.OtherTasksforinformationabouttasksthatmustbecompletedafterArgusSafetyservicehas beeninstalled. Oraclecreatesmanytempfilesthatneedtoberegularlydeleted.ForinformationaboutclearingOracletempfiles, seeSettingupArgusReportService. ForinformationaboutverifyingtheArgusSafetyWebinstallation,seeArgusSafetyServiceInstallation Verification.
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5.1 Starting Argus Safety Service

BeforeyoucanstartArgusSafetyService,youmustconfigureasingleprocessoritwillfailtostart.
TostartArgusSafetyService
1. 2. 3. 4. SelectStartControlPanelAdministrativeTools. DoubleclicktheComponentServicesshortcut. LocateArgusSafetyServiceinthelistofservicesandselectProperties. WhenthesystemopenstheArgusSafetyServicePropertiesdialogbox:
SelectAutomaticfromthe Startuptypedropdownlist.
ClicktheLogOntab.
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5.
WhenthesystemopenstheLogOntab: Entertheaccountlogonnamein theThisaccountfield.
Enterthelogonpasswordinthe Passwordfield.
Reenterthelogonpasswordin theConfirmpasswordfield.
ClickOK.
Theaccountyouentermustbeadomainaccountwiththefollowing:
N
6.
OTE
LocalAdministratorAccess Accesstothedomainprinters
WhenthesystemdisplaystheServicesdialogboxwiththefollowingmessage: ClickOK.
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7.
WhenthesystemredisplaystheArgusSafetyServicePropertiesdialogbox:
ClickStart.
Youcanviewthelogfileatthefollowinglocation:<targetdirectory>\Relsys\Log. ForconfigurationinformationseetheAGServiceAdministrationGuide.
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5.2 Setting up RightFax

ThefollowingstepsapplyonlywhenconfiguringArgusSafetyServicetocommunicatewithRightFax Server. <ARGUSSAFETY>istheinstallationfolderyouselectedtoinstalltheArgusSafety. <PROGRAMFILES>isthedefaultProgramFileslocationinyourWindowsinstallation. 1. SearchforthefollowingfilesontheRightFaxServer: 2. RFLanguage.dll(FromtheEnglishFolder) rfcomapi.dll(Register) RFI32RPC.ndr Rfi32smb.ndr RFWIN32.DLL
NOTE
CopytheRFLanguage.dllFiletothefollowingfolderonyourArgusSafetyServiceserver: <PROGRAMFILES>\RightFax\SharedFiles\English
3.
CopytheremainingfilesintothefollowingfolderonyourArgusSafetyServiceserver: <ARGUSSAFETY>\ArgusSafety
4.
Registerthefollowingfilesusingthefollowingcommands: Rfcomapi.dll Fromthecommandline,browsetothe<ARGUSSAFETY>\ArgusSafetyFolder. Typeinthefollowing: %WINDIR%\System32\Regsvr32rfcomapi.dll ClickOktotheregistrationdialog.
RightFax.dll ThisfileisinstalledpartofArgusSafetyandshouldalreadyexistinthe <ARGUSSAFETY>\ArgusSafetyfolder. Fromthecommandline,browsetothe<ARGUSSAFETY>\ArgusSafetyFolder. Typeinthefollowing:
%WINDIR%\Microsoft.Net\Framework\V2.0.50727\RegAsm.exeRightFax.dll/tlb/codebase
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Notes and Comments

Pleaseusethissectionforrelevantnotesandcomments.
PAGE136
6 INSTALLING AND CONFIGURING EDI GATEWAY

ThischapterdescribesthestepsrequiredtoinstallandconfiguretheCycloneEDIGatewaysoitcanoperate correctlywithInterchange.Thischapterincludesdiscussionsofthefollowing: CreatingaDatabaseInstanceforCyclone InstallingCycloneInterchange StartingCycloneServer ConfiguringCycloneInterchange ConfiguringCycloneforBinaryFileTransmission ConfiguringCycloneCommunity AddingaNode ConfiguringCycloneCertificates ConfiguringEVENTS.XML TestingCommunication ConfiguringPluggableTransport ConfiguringCycloneforEmailTransmission YoucaninstallEDIGatewayandInterchangeServiceinanyorder.
NOTE
6.1 Creating a Cyclone Database Instance

UsethefollowingproceduretocreateaCyclonedatabaseinstance.
TocreateadatabaseinstanceforCyclone
1. 2. 3. 4. 5. LogontothedatabaseserverasanAdminuser. CreateablankCycloneinstance,ifitdoesnotalreadyexist. ConnecttotheCycloneInstancecreatedinStep2. CreateaCycloneDBUseridentifiedbytheCycloneDBpassword. ProvidethefollowinggrantstotheCycloneDBuser: a) b) c) d) e) f) g) h) GrantCREATEPROCEDURE GrantCREATESESSION GrantCREATETABLE GrantCREATEVIEW GrantUNLIMITEDTABLESPACE(Optional) GrantCREATESEQUENCE AlteruserCycloneDBUserdefaulttablespaceUSERS Grantconnect,resource,unlimitedtablespacetoCycloneDBUser
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CHAPTER6:INSTALLINGANDCONFIGURINGEDIGATEWAY
6.2 Installing Cyclone Interchange

UsethefollowingproceduretoinstallCycloneInterchange.
ToinstallCycloneInterchange
1. 2. 3. 4. LogintotheSendercomputerasanAdminuser. VerifythattheTNSentriesforthedatabaseinstanceareonthecomputer. UseWindowsExplorertonavigatetotheCyclone5.7.1InstallerDirectory. LocatesetupWin32.exeanddoubleclicktodisplaytheSynchronyInstallationscreen.
PAGE138
5.
WhenthesystemdisplaystheSynchronyInstallerwindow: ClickNext>>tocontinue.
6.
WhenthesystemdisplaystheLicenseAgreement: ClickIacceptthetermsofthe licenseagreement.
ClickNext>>tocontinue.
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7.
WhenthesystemopenstheSynchronyDirectorywindow: Selecttheinstallationnameand pathfortheSynchronyroot directory.
8.
WhenthesystemopenstheSynchronyComponentswindow: SelectInstallAllforAxway SynchronyV4.1.3. ThestatusofGateway InterchangeV5.7.1changesto Install.
PAGE140
9.
WhenthesystemopenstheSynchronyGatewayInterchange:Subcomponentswindow:
10. WhenthesystemdisplaystheInstallationDirectorywindow: Enterthedirectorylocationfor theInstallationdirectoryfield.
PAGE141
11. WhenthesystemdisplaysSynchronyGatewayInterchange:Subcomponentswindowwithinstallation locationforSynchronyGatewayInterchange:
12. WhenthesystemopenstheUpgradeInformationwindow: ClicktheNotUpgradingoption button.
PAGE142
13. WhenthesystemopenstheLicenseFileLocationwindow: Choosethelocationof license.xmlfilefortheCyclone License.
14. WhenthesystemopenstheDatabaseTypewindow:
ClicktheOracleoptionbuttonto selectOracleasthedatabase.
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15. WhenthesystemopenstheDatabaseInformationwindow: Typethenameofthedatabase instanceintheDB/Instance Namefield. Typethenameofthedatabase serverintheDBServerfield. Typethenameofthedatabase userintheUserNamefield. Typethedatabasepasswordin thePasswordfield. Retypethedatabasepasswordin theReenterPasswordfield. ClickNext>>tocontinue.
16. WhentheCommonDirectoryLocationwindowopens: Enterthepathforthecommon directoryintheCommon directorylocationfield.
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17. WhenthesystemopenstheNonUNCDirectoryCaution!window:
18. WhenthesystemopenstheInstallServicewindow:
ClicktheYesoptionbutton.
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19. WhenthesystemopenstheServiceUserwindow:
ClicktheLocalSystemAccount optionbutton.
20. WhenthesystemopenstheCustomizationNoteswindow:
PAGE146
21. WhenthesystemopenstheHighAvailabilityEnvironmentswindow:
22. WhenthesystemopenstheInstallationSummarywindow:
PAGE147
23. WhenthesystemopenstheSynchronyGatewayInterchange:Subcomponentswindow:
24. WhenthesystemopenstheReadytoInstallwindow:
ClickInstalltostartthe installation.
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25. ThesystemreopenstheReadytoInstallwindowappearswiththeinstallationprogressbar.
Ifitisnecessarytostopthe installation,clickCancel. Otherwise,waituntiltheInstall completebuttonappearsinthe window. 26. Whentheinstallationiscomplete,thesystemopenstheReadytoInstallwindow:
TheInstallationsuccessful messageappearsinthewindow
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27. WhenthesystemopenstheSummarywindow:
ClickFinish.
28. SelectStart>Programs>AxwaySoftware>SynchronyAxway>Gateway_Interchange>DB Configuration.
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29. WhenthesystemopenstheDBConfigurationdialogbox: ChangetheUsernametothe nameoftheCycloneDBUser.
ChangethePasswordtothe passwordCycloneDBPassword.
RetypetheCycloneDBPassword intheConfirmpasswordfield.
ClickSavetosavethenewdata andclosethedialogbox
30. OpenWindowsExplorer:locatethedatastoreconfig.xmlunderthecycloneconfigurationpath.
Locatethedatastoreconfig.xml fileintheCycloneconfiguration pathandopenit.
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31. Thesystemdisplaysthedatastoreconfig.xmlfile:MakesurethattheCycloneDBUser,databasename,and portnumberarecorrectinthisfile.
Verifythatthehostlocationis correct.
Verifythatthedatabasenameis correct.
VerifythattheCycloneDBUseris correct.
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6.3 Starting the Cyclone Server

UsethefollowingproceduretostarttheCycloneServer.
TostarttheCycloneServer
1. 2. 3. LogontothecomputerasanAdminuser. GototheServicesdirectoryforthelocalmachine. LocatetheGatewayInterchageServiceforthelocalmachine.
Doubleclicktodisplaythe GatewayInterchageService Propertiesdialogbox.
4. WhenthesystemopenstheGatewayInterchageServicePropertiesdialogbox:
ClickStarttostarttheserviceif theServiceStatusisnotStarted.
OnceServiceStatusissetto Started,ClickOKtoclosethe dialogbox.
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AnalternativewayofstartingtheCycloneserveristousetheCommandPrompt.
TousetheCommandPrompttostarttheCycloneServer
1. 2. SelectStartProgramsCycloneStartServer. ThesystemdisplaystheStartServerdialogbox.
Thefirsttimeyouperformthistask,thesystemcreatestablesinthedatabase.Thisdialogisdifferent onsubsequentexecutions.DonotclosethisdialogboxuntilthesystemdisplaysServerStartup Complete.
NOTE
PAGE154
6.4 Configuring Cyclone Interchange

UsethefollowingproceduretoconfigureCycloneInterchange.
ToconfigureCycloneInterchange
1. 2. 3. 4. Logontoaclientcomputer. OpenInternetExplorer. GotothefollowingURL:(SenderorReceiver)http://<CycloneServer>:6080/ui/. WhenthesystemopenstheCycloneLoginwindow: TypetheCycloneUserIDinthe UserIDfield.
TypetheCyclonePasswordinthe Passwordfield.
ClickLogin.
5. WhenthesystemopenstheGettingStartedwindow:
PlacethemouseovertheTrading Configurationicon.
SelectRecentCommunities ManageTradingConfiguration fromthemenu.
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6.
WhenthesystemopensthePickacommunitywindow: ClickAddacommunity.
7.
WhentheAddcommunitywizardopenstheChoosethesourcewindow: ClicktheManuallycreateanew communityprofileoption button.
PAGE156
8.
WhenthewizardopenstheCreateacommunitywindow: TypethenameoftheCommunity intheCommunitynamefield. Typethecontactnameinthe Contactnamefield. Typethephonenumberinthe Phonenumberfield. TypetheemailaddressintheE mailaddressfield. TypetheroutingIDinthe RoutingIDfield. ClickYestoaddacertificate. ClickFinish.
NOTE
9.
Thisinformationisenteredforboththesenderandthereceiver,butinitiallyforthesender..
WhenthewizardopensAddacertificatewindow: ClickCreateaselfsigned certificate.
PAGE157
10. WhenthewizardopenstheEnterthecertificateinformationwindow:
11. ThewizardopenstheReviewrequestwindow:
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12. WhenthewizardopenstheViewcertificatedetailswindow:
ClickMakethisthedefault signingcertificate.
ClickMakethisthedefault encryptioncertificate.
ClickFinish.
13. WhenthewizardopensthePickacommunitywindow:
Clickthecommunitynamelink forthenewlycreated community.
14. WhentheSummarywindowopens.
ClicktheSetupadelivery exchangeforpickingup messagesfrompartnerslink.
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15. WhentheChoosemessageprotocolwindowopens:
ClicktheEDIINTAS2(HTTP) optionbutton.
16. WhentheChooseHTTPtransporttypewindowopens:
PAGE160
17. WhentheConfigureURLwindowopens:
ClickFinish.
18. WhentheSummarywindowopens.
ClicktheSetupadelivery exchangeforroutingreceived messagestointegrationlink.
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19. WhentheChoosetransportprotocolwindowopens:
ClicktheFilesystemoption button.
20. WhentheConfigurethefilesystemsettingswindowopens.
ClickFinish.
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21. WhentheSummarywindowopens,repeatsteps120tosetuptheReceiverCyclone.
6.5 Configuring Cyclone for Binary File Transmission

ThissectionprovidesaprocedureforconfiguringtransmissionforbinaryfilessuchasPMDAzipfilesandE2B attachments.
ToconfigureCycloneforbinaryfiletransmission
1. 2. 3. Logontoaclientcomputer. OpenthefollowingURL(SenderorReceiver):http://<CycloneServer>:6080/ui. WhentheCycloneLoginwindowopens: TypetheCycloneUserIDinthe UserIDfield.
ClickLogin.
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4.
WhentheGettingStartedwindowopens:
SelectRecentCommunities <community>fromthemenu.
5.
WhentheSummaryscreenopens: ClicktheIntegrationPickupicon..
PAGE164
6.
WhenthePickanintegrationpickupexchangewindowopens: ClicktheOther(Plaintext)from Filesystemlink.
7.
WhentheChangethisintegrationpickupexchangewindowopens:
ClicktheMessageattributestab.
PAGE165
8.
WhentheMessageattributedirectorymappingtabopens: LocatetheAvailableAttributes list.
SelectFromroutingIDandTo routingIDandclickAdd.
Thesystemmovesthemtothe Selectedattributeslist.
ClicktheFromaddresstab.
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9.
WhentheFromaddresstabopens:
ClicktheAddressdeterminedby messageattributeconfiguration optionbutton.
ClicktheToaddresstab.
10. WhentheToaddresstabopens: ClicktheAddressdeterminedby messageattributeconfiguration optionbutton. ClickSaveChanges.
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11. OntheSendersCycloneServer,locateCommon/Outfolderandcreatethefollowingfolderstructure:
OTE
Thiscompletesthefolderconfigurationforoutgoingbinarytransmissions.Sincebinaryfile transmissionconfigurationisbasedonthesefoldernames,eachcombinationofSenderandReceiver RoutingIDmustbeuniqueforbinaryfiletransmissiontodifferenttradingpartners.
12. Forincomingbinarytransmissions,repeatsteps58forIntegrationDelivery. 13. Repeatsteps112forsettinguptheReceiverCyclone.
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6.6 Configuring Cyclone Community

ConfiguringtheCycloneCommunityincludesthefollowing: RegisteringwiththeCycloneCommunity AddingaPartnertotheCycloneCommunity
6.6.1 Registering with the Cyclone Community

UsethefollowingproceduretoregisterwiththeCycloneCommunity.
ToregisterwiththeCycloneCommunity
1. 2. OpenthisURL:http://<ReceiverCycloneServer>:6080/ui/. WhentheCycloneLoginwindowopens.
TypetheCycloneUserIDinthe UserIDfield.
ClickLogin.
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3.
WhentheGettingstartedwindowopens:
4.
WhentheSummarypageopens:
ClicktheExportthereceivers communitysprofilelinkatthe bottomofthepage.
5. 6. SavethefiletoyourlocalharddriveandclosetheSavedialog. ClicktheLogoutbuttonintheupperrightcornerofthepage.
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6.6.2 Adding a Partner to the Cyclone Community

1. 2. 3. OpenInternetExplorer. OpenthefollowingURL:http://<SenderCycloneServer>:6080/ui/. WhentheCycloneLoginwindowopens:
ClickLogin.
4.
WhentheGettingstartedpageopens:
PAGE171
5.
WhentheSummarypageopens.
ClicktheAddaPartnertothis communitylink.
6. WhenthePartnerWizardopenstheChoosethesourcewindow:
ClicktheImporttheprofile informationfromafileoption button.
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7.
WhenthewizardopenstheEnterprofilepathpage:
ClickBrowsetonavigatetothe savedfile.
ClickFinish.
8. WhentheSuccessfulprofileimportpageopens:
ClickClose.
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IfyoureceiveasummarywheretheRoutingIDisnotdisplayed,youmustaddthesendersRouting IDmanuallyasinSteps9
NOTE
9.
WhentheSummarypageopens:
10. ClickthePartnersmenuitemandselectthenewlyimportedpartner.
PlacethemouseovertheTrading Configurationicon. SelectRecentCommunities <community>fromthemenu. ClickSetuparoutingID.
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11. WhentheChangeroutingIDspageopens: Verifythatthepartnerdoesnot havearoutingID.
Typethepartner(sender)routing IDintheRoutingIDfield.
ClickAdd.
12. ThesystemaddsthenewroutingIDtothepage.
13. WhentheSummarypageopens:
Selectthesenderpartner.
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14. WhentheSummary:Senderpageopens:
ClicktheDefaultdelivery exchangelink.
15. WhentheChangethisdeliveryexchangepageopens: ClicktheHTTPSettingstab.
VerifythattheURLiscorrectand thatthecorrectroutingIDforthe sendisappendedtotheendof theURL.
6.6.3 Registering the Receivers Community on the Sender Server

Repeattheproceduresinsections6.6.1and6.6.3toregistertheReceiverscommunityonSenderServer.
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6.7 Adding a Node

Usethefollowingproceduretoaddanode.
Toaddanode
1. 2. 3. OpenInternetExplorer. GotothefollowingURL:http://<SenderCycloneServer>:6080/ui/. WhentheCycloneLoginwindowopens:
ClickLogin. 4. WhentheGettingstartedpageopens. ClicktheSystemManagement icontoopentheSystem Managementpage.
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5.
WhentheSystemManagementpageopens:
ClickAddanode.
6. WhentheAddanodepageopens: ClicktheTradingEngineoption button.
Selectthemachinetoaddthe nodetofromtheComputer namedropdownlist.
ClickAdd. 7. WhentheSystemmanagementpageopenswiththenewlycreatednode:
ClickStarttostartthenode.
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8.
ThesystemupdatesSystemmanagementpage. Thestatusofthenodechangesto Starting.
9.
ThesystemupdatestheSystemmanagementpage.
Thestatusofthenodechangesto Running.
ClickHome.
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10. WhentheWelcomepageopens: Verifythatthenodestatusis Running.
10.RepeattheprecedingstepstosetuptheReceiverCyclone.
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6.8 Configuring Cyclone Certificates

YoucanconfigureCycloneCertificatesonthefollowing: ReceiverCycloneServer SenderCycloneServer
6.8.1 Configuring Receiver Cyclone Certificates

UsethefollowingproceduretoconfigureCycloneCertificatesontheReceiverCycloneServer.
ToconfigureCycloneCertificatesontheReceiverCycloneServer
1. 2. 3. OpenInternetExplorer. GotothefollowingURL:http://<ReceiverCycloneServer>:6080/ui/. WhentheCycloneLoginpageopens:
ClickLogin. 4. WhentheGettingStartedpageopens:
PlacethecursorontheTrading Configurationicon.
SelectManagetrading configurationsfromthemenu.
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5.
WhenthePickacommunitypageopens:
ClicktheCommunityname.
6.
WhentheSummarypageopens: ClicktheCertificateslink.
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7.
WhenthePickacertificatepageopens:
ClicktheCertificatelistedonthe Personalcertificatestab.
ClicktheTrustedrootcertificatestabtoverifythatnocertificatesexistfortheSenderorReceiver Cyclone. SkipthissectionifavalidtrustedrootcertificatealreadyexistsintheNamesectionontheTrusted rootcertificatestab.
NOTE
8.
WhentheViewcertificatepageopens:
LocatetheOrpickatasksection andclickExportthiscertificate.
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9.
WhentheChoosetheformatyouwanttouseforthecertificateexportpageopens: ClicktheCryptographicMessage SyntaxStandardPKCS#7option button.
ClicktheIncludeallcertificatesin thecertificationpathifpossible checkbox.
ClickExportcertificate.
10. SavethefiletotheSenderslocalharddriveandclickLogoutintheupperrightcornerofthepage
6.8.2 Configuring Sender Cyclone Certificates

UsethefollowingproceduretoconfigureCycloneCertificatesontheSenderCycloneServer.
ToconfigureCycloneCertificatesontheSenderCycloneServer
1. 2. 3. OpenInternetExplorer. GotothefollowingURL:http://<SenderCycloneServer>:6080/ui/. WhentheCycloneLoginpageopens:
ClickLogin.
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4.
WhentheGettingStartedpageopens:
SelectManagetrading configurationsfromthemenu.
5.
WhenthePickacommunitypageopens:
ClicktheCommunityname.
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6.
WhentheSummarypageopens: ClicktheCertificateslink.
7.
WhenthePickacertificatepageopens:
ClicktheTrustedrootcertificates tab.
NOTE
ItispossiblethattheTrustedRootCertificatesfortheReceiverCycloneServermayalreadybeonthe SenderCycloneServer
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8.
Whenthelistoftrustedrootcertificatesopens.
ClicktheAddatrustedroot certificatelink.
NOTE
9.
ItispossiblethattheTrustedRootCertificatesfortheReceiverCycloneServermayalreadybeonthe SenderCycloneServer
WhentheAddacertificatepageopensinanewwindow:
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10. WhentheLocatethecertificatefilepageopens:
ClickBrowsetolocatetheP7B certificatefilesavedforthe ReceiverCycloneServer.
11. WhentheViewcertificatedetailspageopens:
ClickFinish.
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12. WhenthePickacertificatepageopensintheoriginalwindow: ClicktheTrustedrootcertificates tab.
13. WhenthelistofTrustedrootcertificatesopens:
Verifythatthecertificateyou addedappearsonthelist.
14. LogoutoftheSenderServer. 15. RepeattheprecedingstepstoregistertheSenderscertificateontheReceiverServerasaTrustedRoot Certificate.
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6.9 Configuring EVENTS.XML

UsethefollowingproceduretoconfigureEVENTS.XML.
ToconfigureEVENTS.XML
1. 2. 3. Logontoaclientcomputer. UsingWindowsExplorer,gotothelocaldirectorycontainingtheArgusSafetyinstallationfilesandnavigateto ..\DBInstaller\Cyclone. Locateanddoubleclickthecyclone_schema.batfiletoopenaDOScommandpromptwindow
4. WhentheOracleSQL+windowopens: TypetheCycloneinstanceinthe TSNAMESentry.
TypetheCycloneDBUserName intheCycloneUserName.
TypetheCycloneUserPassword inthePasswordforUser CYCLONE_USER.
5. WhenSQL+connectstothespecifieddatabase: TypetheCycloneSchemaUserin the[USERS].
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Enterthelogdirectorynamein Directory.
Enterthelogfilenameinlogfile name.
6. 7. 8. 9. Oncetheprocessiscomplete,theSQL+windowandDOScommandpromptwindowclose. LogontotheReceiverServer. UsingWindowsExplorer,navigateto<CycloneInstallFolder>\build\conffolder\. BackuptheEvents.xmlfileandrenameitEvents.xml.bak.
10. RightclicktheEvents.xmlfileandselectEdittodisplayNotepad.
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11. Locatethe<EventRouters>sectionandaddthefollowingcode
<EventRouter id="ARGUS Events" class = "com.cyclonecommerce.relsys.router.GetEventInfo" active="true"> <Parameters file="../logs/ARGUS.log" rollOnStart= "true" autoFlush="true" maxFileSize="2M" maxBackupFiles="5"/> <MetadataProcessorListRef ref="Messaging"/> <EventFilterRef ref="ARGUS"/> </EventRouter >
13.AddthefollowingsectionintheEvents.xmlfileinthe<EventFilters>section.
<EventFilter id="ARGUS"> <OrFilter> <EventFilterRef ref="Message Milestones"/> <EventLevelFilter level="Warning"/> <EventLevelFilter level="Error"/> <EventLevelFilter level="High"/> </OrFilter> </EventFilter>
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12. InordertoreenableloggingtotheMESSAGEEVENTSNAPHOTStable,thefollowingeventfilterneedstobeun commentedintheevents.xml.ThisusedtobeenabledbydefaultincycloneversionspriortoCyclonev5.7.

<EventRouter id="Message Events to Database" class="com.cyclonecommerce.events2.router.PersistenceRouter" active="true" priority="2147483647">
<EventFilterRef ref="Messaging To Database"/>
</EventRouter>
13. CopytheArgusRouter.jarfilefromArgus[localdirectory]\SUPPORT\Cyclone\Cyclone5xtoCyclone directory:<CycloneInstallFolder>\build\jars\.
16.OpenInternetExplorer.
14. OpenthefollowingURL:http://<ReceiverCycloneServer>:6080/ui/. 15. WhentheCycloneLoginpageopens.
ClickLogin.
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16. WhentheGettingstartedpageopens:
SelectRecentCommunities Communityfromthemenu.
19.WhentheSummarypageappears.
ClicktheIntegrationPickupicon.
21.WhenthePickanintegrationpickupexchangepageopens:
ClickthelinkintheTypecolumn.
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17. WhentheChangethisintegrationpickupexchangepageopens:
ClicktheInlineProcessingtab.
18. WhentheInlineprocessingrulesappear: EnterGetMessagesInformation intheDescriptionfield. Typecom.cyclonecommerce.relsys.router.GetMessageInfo intheClassnamefield.
19. ClickSavechanges. 20. WhenthePickanintegrationpickupexchangepageopens.
EnterRelsysArgusinthe Parameterfield.
ClickLogout.
21. RepeattheprecedingstepsfortheSenderServer.
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6.10 Testing Communication

UsethefollowingproceduretotestcommunicationforCycloneInterchange.
TotestcommunicationforCycloneInterchange5.4
1. FromtheSenderCycloneServer,configureanXMLfiletotransmitfromtheSenderservertotheReceiver server. ThefilemustbeanE2BfilethatcontainsthecorrectroutingIDsforthesenderandthereceiver.The messagewillbesimilartothatshowninthefollowingillustration.
NOTE
2. 3. 4. 5. 6. Ensurethatthecycloneserversonbothsenderandreceiverarerunning. DroptheE2BXMLfileintotheoutboundfolderoftheCycloneSenderserver. LogontoamachinewhereCycloneisinstalled. OpenInternetExplorer. OpenthisURL:http://<SenderCycloneServer>:6080/ui/.
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7.
WhentheCycloneLoginpageopens:
ClickLogin.
8. WhentheGettingstartedpageopens:
PlacethecursorontheMessage Trackericon.
SelectMessageSearchesAll Messagesfromthemenu.
9. WhentheSearchresultspageopensverifythatthetransmissionisinprogressbylocatingtheCustomSearch sectionandclickingFinduntilDeliveredappearsonthescreen. Thesystemdoesnotdisplaythisscreenifithasalreadytransmittedthefile.
NOTE
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10. AfterthesystemtransmitsthefileitopenstheSearchresultsforpage:
ClickLogout.
11. GototheCycloneReceiverserverandverifythattheE2Bfilehasbeenreceived.
Toverifythatthefilehasbeentransmitted
1. 2. 3. LogintothereceiverCycloneserver. SelecttheAllMessagesoption. Viewthemessagepayload.
12. ComparetheE2Bfileonthereceivingmachine(payloadversiondisplayed)withthefilefromthesending machine.Thesefilesshouldbeidentical. 13. RepeattheprecedingstepstoverifydeliveryontheReceiverServer. 14. VerifythattheE2BXMLfileisconfiguredwithproperroutingIDsforboththesendandthereceiverbefore droppingthefileintotheCycloneoutboundfolder.
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6.11 Configuring Pluggable Transport

Usethefollowingproceduretoconfigurepluggabletransport.
Toconfigurepluggabletransport
1. Goto<CycloneInstallationDrive>:\cyclone\b1740\conf
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2.
Addthefollowingscriptinpluggabletransports.xml:
<?xml version="1.0" encoding="UTF-8"?>  <TransportDefinitions xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="pluggabletransports.xsd">   <TransportDefinition name="Directory file system consumer" description="Pluggable transport which consumes directory messages from the file system." available="true"> <Class>com.cyclonecommerce.custom.fda.PluggableArchiveSubmissionClient</Class> <Usages> <Consume> <Integration/> </Consume> </Usages> <SettingDefinitions> <SettingDefinition name="Directory" description="Directory from which directories/files will be consumed." type="string" required="true" encrypt="false" mask="false"/> </SettingDefinitions>
</TransportDefinition> 
</TransportDefinitions>
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6.12 Configuring Cyclone for E-mail Transmission

WhenyouconfigureCycloneforemailtransmissionyoumusthaveaPOP3account.Youcanconfigurethis accountthroughOutlookExpressorbeverifiedbyaccessingtheTelnetmailserver.
6.12.1
Configuring Cyclone for Outlook Express
UsethefollowingproceduretoconfigureCyclone.
ToconfigureCycloneforemailtransmissionviaOutlookExpress
1. 2. StartMicrosoftOutlookExpress. WhentheInternetConnectionWizardopenstheYourNamedialogbox,typethedisplaynameintheDisplay NamefieldandclickNexttocontinue.
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3.
WhenthewizardopenstheInternetEmailAddressdialogbox:
Entertheemailaddressinthe Emailaddressfield.
4.
WhenthewizardopenstheEmailServerNamesdialogbox: SelectPOP3fromthedropdown list.
EntertheIPaddressorServer Namefortheincomingmail serverintheIncomingmail serverfield.
EntertheIPaddressorServer Namefortheoutgoingmail serverintheOutgoingmail serverfield.
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5.
WhenthewizardopenstheInternetMailLogondialogbox.
Enterthenameoftheaccountin theAccountnamefield.
Entertheaccountpasswordin thePasswordfield.
ClickNext>tocontinue. 6. WhenthewizardopenstheCongratulationsdialogbox:
ClickFinishtofinishsettingup theemailaccount.
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6.12.2
Using Telnet to Configure Cyclone E-mail
UsethefollowingproceduretoverifyCycloneemailcommunications.
ToconfigureCycloneforemailtransmissionusingTelnet
1. 2. 3. EnterthemailserverIPaddressandtheportnumberintheTelnetclient. Entertheusernameandpasswordfortheemailaccount. Ensurethatthelogonprocessissuccessful.
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7 INSTALLING AND CONFIGURING INTERCHANGE

ThischapterprovidesinformationaboutinstallingandconfiguringInterchangeService.Itincludesdiscussionsof thefollowing: InstallingInterchangeService ConfiguringInterchangeService AccessingEDIGatewaySharedFolders ConfiguringtheInterchangeService.INIFile
7.1 Installing Interchange Service

BeforeinstallingInterchangeService,beawareofthefollowing: SinceInterchangeMappinghasauserinterfaceforconfiguringInterchangeService,itmustbeinstalled onthesamesystemasInterchangeService.Iftheyarenotinstalledonthesamesystem,youwillbe unabletoaccesstheuserinterfacerequiredtoconfigureInterchangeService. Youmustalsohavethefollowing: AdomainaccountwithLocalAdministratorPrivileges.Thisisrequiredafteryoufinishinstalling InterchangeService SeetheSettingUpeasyPDFtocontinueinstallingArgusWeb.
IfInterchangeServiceisalreadyinstalledonthesystem,besuretouninstallitbeforecontinuingwiththe installation. BeforeinstallingInterchangeService,createanetworkaccounttoenableInterchangeServiceto communicatewiththeemailsystemandaccessthesharedfoldersontheCycloneServer. TheInterchangeaccountmusthaveaccesstoanemailaccountontheCyclonemachinewithoutbeing promptedforapassword.
UsethefollowingproceduretoinstallInterchangeService.
ToinstallInterchangeService
1. StarttheArgusSafetySetupinstallationwizard.
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CHAPTER7:INSTALLINGANDCONFIGURINGINTERCHANGE
2.
ClickonArgusSafety. ClickArgusSafety.
3. WhenthesystemdisplaystheArgusSafetySolutionComponentsInstallWizarddialogbox:
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4.
WhenthewizardopenstheCustomerInformationdialogbox: TypetheusernameintheUser Namefield.
Typethecompanynameinthe CompanyNamefield.
5. WhenthewizardopenstheDefaultDirectorydialogbox:
ClickBrowsetodefault installationdirectoryforthe ArgusSafetySolution components.
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6.
Whenthewizardopensthedialogbox:
SelectInterchange.
7. WhenthewizardopenstheQuestiondialogbox: ClickYestouseLotusNotesas youremailclient.Otherwise, clickNotouseMAPI.
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8.
Argusinstallsandshowstheprogressoftheinstallation.
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9.
ClickNext.
NOTE
10. Reenterthepasswordenteredinthepriorscreen.
ClickNext.
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11. WhenthesystemaskswhetheryouwanttoconfigureadatabaseforArgusInterchange:
ClickYestoconfigureadatabase forArgusInterchange.
12. Whenpromptedtoenteradatabasename:
Enterthedatabasenameasyou wantittoappearinArgus Interchange.
13. WhenpromptedtoenterthedatabaseSID:
EnterthedatabaseSID.
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14. WhenthesystemaskifyouwouldliketoconfiguredatabasesettingsforArgusInterchange:
ClickYestotoaddanadditional databasetotheArgus Interchange.
15. WhenthewizardopenstheEnterTextdialogbox:
TypetheMAPIProfileoftheuser whoisconfiguredtorun InterchangeService.
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16. WhenthewizarddisplaystheSetupCompleteddialogbox
ClickFinish.
17. Whenthefollowingmessagedisplays: ClickOKtoreboot.
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7.2 Configuring Interchange Service

BeforeconfiguringInterchangeService,beawareofthefollowing: IfEmailisgoingtobetransmittedviaInterchangeService,theneitherOutlookClientorLotusNotes ClientmustbeinstalledontheInterchangeServicemachine.ForLotusNotes,theuseraccountmustnot haveapasswordandmustnotbepromptedforanyitemswhenlaunchingtheClient.Thesamemustbe trueforanyOutlookclientinstalledonthesamemachine. AfterinstallingLotusNotesorOutlook,youmustcreateanetworktoenabletheInterchangeService machinetoaccessalltherequireditems.LogontotheInterchangeServicemachineasthecreateduser andthendothefollowingtoverifythattheproperprivilegeshavebeenassignedtotheuser: IfInterchangeServicewillbeusingLotusNotes,starttheLotusNotesClientandcheckorsendemail withoutbeingaskedforaPassword.Ifthesystemgeneratesapasswordprompt,clearit. TheInterchangeServicemusthaveaccesstotheEDIsharedfolderswithouttheuseofanyadditional Usernameand/orpassword.
Afteralltheaboveitemsarecorrect,logoutandlogbackintotheInterchangeServicemachineasthe LocalAdministratortotheInterchangeServicemachine. AnOutlookemailaccountrequiresaProfile.Todeterminetheprofilename: SelectControlPanelMailShowProfiles.ThisprofileshowstheProfileNametoenterinthe InterchangeServiceINIfile.Ifthereisnotaprofile,nomailaccountshavebeensetuponthissystem.An accountisrequiredifOutlookisbeingusedastheemailclient.
UsethefollowingproceduretoconfigureInterchangeService.
ToconfigureInterchangeService
1. 2. 3. SelectStartControlPanelAdministrativeTools. OpenComponentServices. LocateElectronicSubmissionManagerintheserviceslist,rightclick,andselectPropertiesfromthedrop downmenu.
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4.
WhenthesystemopenstheElectronicSubmissionManagerPropertiesdialogbox:
ClicktheLogOntab.
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5.
WhentheLogOntabopens: SelectThisAccountastheLogon asOption Selecttheuseraccountfromthe Companydomainlist. Theaccountmusthavelocal adminprivilegesandaccesstoall siteprinters.
Typethepasswordinthe Passwordfield.
Typethepasswordagaininthe Confirmpasswordfield.
ClickEnable.
ClickOK.
NOTE
YoucanviewthelogfileatthespecifiedpathintheInterchangeServiceINIfile.
7.2.1 Transmitting E2B Attachments

YoumustsetuptheeasyPDFbeforeyoucantransmitE2Battachments.
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7.3 Accessing EDI Gateway Shared Folders

UsethefollowingproceduretoaccessEDIgatewaysharedfolders.
ToaccessEDIgatewaysharedfolders
1. 2. LogontothemachinewhereInterchangeServiceisinstalled. BrowsetothedatafolderintheCycloneinstallationdirectory. Ifthedatafolderisnotshared,contacttheSystemAdministratorforaccesstothefolders.
NOTE
3. 4. 5.
Verifythatyoucanaccessthefollowingfolders: <companyprofile>/ediin <companyprofile>/ediout <companyprofile>/xmlin <companyprofile>/xmlout
LogoffoftheEDIGatewaymachine. LogontheInterchangeServicemachineandmakesurenopasswordisrequiredforconnectingtotheshared foldersontheEDIgatewaymachine.
7.4 Configuring the Interchange Service.INI File

YoucanconfigureInterchangeServicebychangingtheitemsinitsinitialization(INI)filefromthe InterchangeMappinginterface. UsethefollowingproceduretoconfigureInterchangeService.
ToconfiguretheInterchangeService.INIfile
1. 2. OpenESMMapping. SelectAdministratorSetupINIFilefromthemenu.
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3.
WhentheServiceINIFileSetupdialogopens:
Typetheappropriatevaluesin eachfieldinthedialogbox. Thefieldsinthisdialogboxare describedinTable1.
ClickOK.
Table1Service.INIFileDialogBoxFields FieldName
ITEmail
FieldDescription
EntertheemailaddressthatwillbeusedbyInterchangeServiceincasethetransmittime outoccurs(PhysicalMediaorEDIGatewaytimeout) EnteranemailaddresswhereamessagecanbesentiftheReceiveACKtimeoutvalueis reached EnteranemailaddresswhereamessagecanbesentiftheuserdoesnotprocesstheE2b Reportwithinthetimeoutvalue. EntertheMAPIProfilenameofthemailaccountused. EntertheLotusNotesClientpassword. ThispasswordwillbeencryptedandsavedinInterchangeService.inifile.TheInterchange ServicewillsendanemailusingLotusNotesevenifthepasswordissetonlotusnotes client.
BusinessEmail
UserEmail
ProfileName LotusNotesPassword
EDISoftwareName EDIDatabaseName EDIUserID EDIPassword
EntertheEDISoftwarenameusedi.e.Cyclone. EntertheDatabaseNamefortheEDIsoftware. EntertheUserNameforEDIdatabase. EnterthepasswordassociatedwiththeUserNametotheEDIdatabase.
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FieldName
EDIClientSoftware DTDPath LogFilePath DocumentumType MultipleDatabaseSection DeleteButton
FieldDescription
EnterthetypeofdatabaseusedbytheEDIsoftware(Example:Oracle,MSSQL) EnterthepathtothelocationoftheDTDfile. EnterthepathwhereInterchangeServicewillwritethelogfiles. EntertheDocumentumtable. DisplaysalltheconfigureddatabasesforInterchangeService. ClickingDeletewillremovetheentireDatabaseConfigurationfromInterchangeService INIFile.
4.
ToconfiguredatabasesforESMService,seeAddingaDatabaseforESMService.
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Notes and Comments

Pleaseusethispagetorecordanyrelevantinformation.
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8 PERFORMING POST-INSTALLATION CHECKS

ThischapterprovideschecklistsandproceduresforverifyingthatArgusSafetyhasinstalledcorrectly.Itincludes discussionsofthefollowing: PostInstallationChecklists VerifyingtheWebServerInstallation VerifyingtheDossierInstallation VerifyingtheReportServerInstallation VerifyingtheArgusSafetyServiceInstallation VerifyingtheInterchangeMappingandInterchangeServiceInstallations VerifyingtheDocumentumInstallation ValidatingeasyPDFInstallation
8.1 Post-Installation Tasks

Thissectionistoverifywhethertheinstallationhascompletedsuccessfully.Thepostinstallchecklistsincludethe following: GeneralChecklist ConfiguringArgusSafetyWindowsService ConfiguringWorklistIntake ConfiguringDossier IISChecklist .INIFileChecklist ServicesChecklist
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CHAPTER8:PERFORMINGPOSTINSTALLATIONCHECKS
8.1.1 General Checklist

Usethischecklisttoverifywhetherthecomponentsselectedbytheuserhavebeenconfiguredproperly.
Verifythat Oracle10gor11gisinstalled Thecorrectmodulesareinstalledasfollows:
GotoAdd/RemoveProgramsandselectArgusSafetyWeb. ClickModifyandthenclickNext. Verifythattheapplicationsthatyouhaveinstalledarechecked.
TheArgus.XMLfilehasthesamedataacrossalltheWebServersandReportServer. Asingledomainuseraccount<DomainUser>isrunningArgusWebapplicationonallwebserversand reportservers. Theloginpageappearswhentheservernameisenteredinyourbrowser. Youcanloginsuccessfully. Systemperformancesatisfiestherequirement
8.1.2 Configuring Argus Safety Windows Service to run as a Domain User

UsethefollowingproceduretoconfiguretheArgusSafetyWindowsService:
ToconfigureArgusSafetyWindowsService
1. 2. 3. SelectControlPanelAdministrativeToolsServices DoubleclickonArgusSafetyWindowsServicetoopenthePropertiesdialogbox WhenthesystemopenstheArgusSafetyWindowsServiceProperties(LocalComputer)dialog box:
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ClicktheLogOntab.
ClickThisAccount.
Enterthepropercredentialsin thetextfield.
ClickOK.
4. RightclickonArgusSafetyWindowsServiceandselectRestart.
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8.1.3 Configure Worklist Intake

1. 2. RunArgusInstaller,andselecttheoptionIntegrations.Completethesetup. IdentifythephysicalfolderswheretheIntakeXMLswillbedroppedin.Therecouldbeone folderforalltheavailablesites,oronefoldereachforeachsite.Thesefolderscanbeonthe samemachine,orondifferentmachines.Createsharesforthefolders. LogintoArgusConsoleandopentheSitesUIunderAccessManagementmenu. ConfiguretheUNCpathsoftheidentifiedphysicalfoldersfortherequiredSites. OntheserverwhereIntegrationscomponenthasbeeninstalled,openfollowingfilesunderthe installationfolder.Theinstallationfolder,typicallyis,C:\Program Files\Relsys\ArgusWeb\ASP\Argus.NET\bin
3. 4. 5.
RelsysWindowsService.exe.config I. Uncommentthefollowingentriesunderthe<RelsysConfigFilesSection>/<RelsysConfigFiles> a) Relsys.InterfaceComponents.ProcessorsConfiguration
b) Relsys.CaseIntake.FolderConfiguration II. Ensurethatthe<DatabaseConfiguration>sectionisconfigured.Theconfiguration attributesforDatabaseConfigurationareasdescribedbelow: a) DBName: TNSoftheDatabasetowhichtheRelsysWindowsServiceshouldconnectto.This isamandatoryattribute.Example: DBName=GOLDDEMO
b) DBUser: AGServiceUsername.TheRelsysWindowsServicelogsintothedatabaseusing thisloginname.ThishastobeauseroftypeAGSERVICE.Example: DBUser=agservice_user1 c) DBPassword: Encryptedpasswordoftheuserconfiguredabove.Thisvaluehastobe takenfromCFG_USERS.USER_PASSWORDfortheuser.Thisisamandatoryattribute. Example: DBPassword=DC90A10363A16C147DEF172D61AADC110296FA9E181D7FFA68 7D58CE08610C08
d) GeneralEmailTo: TheemailaddresstowhichtheemailswillbesentbytheIntake Service,usingtheGeneralEmailfeatureofArgus.Example: GeneralEmailTo =recepient@relsys.net e) GeneralEmailFrom: Theemailaddressfromwhichtheemailswillbesentbythe IntakeService,usingtheGeneralEmailfeatureofArgus.Example: GeneralEmailFrom =admin@relsys.net f) GeneralEmailCc: ThisemailaddresswillbeaddedtotheCclinewhenemailsaresent bytheIntakeService,usingtheGeneralEmailfeatureofArgus.Example: GeneralEmailCc =recepient@relsys.net GeneralEmailBcc: TheemailaddresswillbeaddedtotheBcclinewhenemailsare sentbytheIntakeService,usingtheGeneralEmailfeatureofArgus.Example: GeneralEmailBcc =recepient@relsys.net
g)
Service.config I. II. UncommenttheentriesforCaseIntakeandCaseIntakeAckinthe <ServiceConfiguration>/<ServiceComponents>section Thefollowingconfigurationchangesareoptional:
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a)
Recurrence:Thevalueforthisattributespecifiesthefrequencyofinstantiationofthe associatedServiceComponent.Thevalueisspecifiedinseconds.Forexample: <addName="CaseIntakeAck"Assembly="CaseIntakeServiceComponent" Type="Relsys.CaseIntakeServiceComponent.IntakeAckGenerator"Recurrence="600" Metadata="InvokeDirect=true"/> Thevalueof600forRecurrenceabovemeans,theCase Intake Ackserviceis instantiatedevery600seconds(10minutes)toperformthejob.
Intake.config I. Thefollowingconfigurationchangesareoptional: <FolderConfiguration> <MonitorFoldersMonitorAllConfiguredFolders="true"> <addFolderPath="\\172.16.38.154\Intake\US"Monitor="true" AlternatePath="C:\Intake\US"/> </MonitorFolders> </FolderConfiguration> TheFolderConfigurationenablesyoutohavemoregranularcontroloverwhatfoldersare monitoredonwhatmachines.ThisisparticularlyusefulwhentheIntakefoldersaredistributed acrossmultiplemachinesandinmanycasesifthesemachinesarenotaccessiblefromone server. IftheservermachineonwhichIntegrationscomponenthasbeeninstalled,hastomonitoronlya subsetoftheconfiguredfolders(configuredinArgusConsole),thensettheattribute MonitorAllConfiguredFolders = false Whenthevalueissettofalse,eachfolderinthesubsetoffoldersthatneedtobemonitored shouldbeaddedasshownintheexampleabove,usingmultiple<add/>entries.Moreinfoon eachoftheattributes: FolderPath:Theconfiguredfolderpath,asspecifiedinSitesUIinArgusConsole Monitor:truemeansthisfoldershouldbemonitored,falsemeansthisfoldershouldnotbe monitored. AlternatePath:Alternatewayofaccessingthesamefolderpath.
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8.1.4 IIS Checklist

UsethischecklisttoverifywhethertheIISWebserverisproperlyconfigured.
Verifythat ThepropertiesintheIISPDFReportsvirtualdirectoryarecorrect. ForLoadBalancedEnvironmentsOnly
ThepathundertheVirtualDirectoryissettoSharePathandthepathispointingtothe <PDFReportPath>folderontheReportServerandthatthereisanending<\>backslashatthe endofthepath. Thecorrect<DomainUser>isintheConnectAsoption.
TheReadandWriteoptionsarechecked. ThereisnoRedXonthePDFReportsFolder. YoucanrightclickPDFReportsandselectBrowse. Youcancreateatempfileanddeleteitafterbrowsing. ForPDFReportsEnableContentExpirationinHTTPHeadersisunchecked. ForPDFReportstheCustomHTTPHeadersinHTTPHeadersdoesnothaveavalueofCacheControl. ThepropertiesintheIISUploadedLettersvirtualdirectoryarecorrect. ForLoadBalancedEnvironmentsOnly
ThepathunderthevirtualdirectoryissettoSharePath,thatthepathispointingtothe <UploadedLetterspath>folderontheReportServer,andthatthereisanending<\>backslashat theendofthepath
TheReadandWriteoptionsarechecked. ThereisnotaRedXontheUploadedLettersFolder. YoucanrightclickUploadedLettersandselectBrowse. Youcancreateatempfileanddeleteitafterbrowsing. ForUploadedLettersEnableContentExpirationunderHTTPHeadersisunchecked. ForUploadedLetterstheCustomHTTPHeadersunderHTTPHeadersdoesnothaveavalueofCache Control. ThevaluesontheDirectorySecuritytabunderArgusSafetyWebsitePropertiesarecorrect.ClickEditand verifythat:
Thecorrect<DomainUser>andpasswordareusedforAnonymousAccess.
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8.1.5 .INI File Checklist

Usethischecklisttoverifythatthe.INIfileparametersareproperlyconfigured.
Verifythat ForReportServerSetupOnlyVerifythefollowingoneachwebserver(ExcludingReportServer)
Cache=<Thisshouldbethesamesharedpathtothereportserver<PDFReportpath>Folder>. Verifythatthereisanending<\>backslashattheendofthepath. Upload=<Thisshouldbethesamesharedpathtothereportserver<UploadedLetterpath> Folder>.Verifythatthereisanending<\>backslashattheendofthepath. ReportServer=<ReportServer><ThisshouldhavetheURLfortheReportServer,notLocalhost> <Ifareportserverisnotbeingused,leavethedefaultof"http://localhost"> ReportServerUser=<ReportServeruser><VerifythatthisuseriscorrectandconfiguredinArgus>. Thisparametervalueiscasesensitive ReportServerPassword=<ReportServerpassword><Verifythisisthecorrectpassword>.This parametervalueiscasesensitive
TempFileDeleteInterval=<Deletetime> HoursBeforeDelete=<Hoursbeforeprocess>
8.1.6 Service Checklist

Usethischecklisttoverifythatservicesareconfiguredproperly.GotoControlPanelAdministratorTools Services.
Verifythat ArgusReportServicesisenabled. ServiceissettoautomaticonallWebserversifareportserverisused.
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8.2 Verifying the Web Server Installation and IIS Configurations

VerifyingthewebserverinstallationandIISconfigurationsconsistsofthefollowing: VerifyingtheWebServerInstallation VerifyingtheIIS5.xConfiguration VerifyingtheIIS6.xConfiguration
8.2.1 Verifying the Web Server Installation

Usethefollowingproceduretoverifythewebserverinstallation.
ToverifytheWebServerinstallation
1. 2. 3. LoginontheWorkstationasanAdminuser. OpentheControlPanelanddoubleclickAddorRemovePrograms. WhentheAddorRemoveProgramsdialogopens: SelectArgusSafety.
ClickChangeorRemove.
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4.
TheArgusSafetyInstallShieldWizardopensthePreparingSetupdialogbox:
5. WhenthewizardopenstheWelcomedialogbox:
ClickModifyandclickNext
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6.
Whenthewizardopens,selectVerifythecurrentinstallationandclickNext:
SelectVerifythecurrent installation.
ClickNext>tocontinue. 7. WhenthewizardopenstheFileVerificationdialogbox:
ClickNext>toexit.
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8.2.2 Verifying the IIS 6.x Configuration

UserthefollowingproceduretoverifytheIIS6.xconfiguration.
ToverifytheIIS6.xconfiguration
1. OpenIIS. LocatethePDFReportsfolderand viewitsproperties.
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2.
WhenthePDFReportsPropertiesdialogboxopens:
ClicktheHTTPHeaderstab.
3. WhentheHTTPHeaderstabopens: VerifythattheEnablecontent expirationoptionisunchecked.
VerifythattheCustomHTTP headersfielddoesnotcontaina valueofCacheControl.
ClicktheVirtualDirectorytab.
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4.
WhentheVirtualDirectorytabopens:
VerifythattheReadandWrite optionsarechecked.
5. GototheArgusSafetyWebsiteProperties. ClicktheDirectorySecuritytab.
ClickEdit.
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6.
WhentheAuthenticationMethodsdialogboxopens: Verifythatthecorrect<Domain User>nameisintheUsername field.
Verifythatthepasswordinthe Passwordfieldiscorrect.
ClickOK.
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7. 8.
VerifySteps16arethesameforUploadedLettersVirtualdirectory. GotoWebServerExtensionsinthetree:SelectActiveserverpagesandclickAllow.Select ASP.netv2.0.50727andclickAllow. SelectActiveServerPagesand clickAllow.
SelectASP.netV2.0.50727and clickAllow.
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8.3 Configure and Verify the Dossier Installation

ThissectionprovidesinformationaboutconfiguringandverifyingtheDossierinstallation
8.3.1 Configuring the Dossier Application

UsethefollowingproceduretoconfiguretheDossierapplication.
ToconfiguretheDossierapplication
1. 2. 3. 4. 5. RunArgusInstaller,andselecttheoptionDossier.Completethesetup. OntheserverwhereDossierhasbeeninstalled,openthefileservice.configundertheinstallation folder.Theinstallationfolder,typicallyis,C:\ProgramFiles\Relsys\ArgusWeb\ASP\Argus.NET\bin UncommenttheentriesforDossierBuilderinthe <ServiceConfiguration>/<ServiceComponents>section. OpenthefileRelsysWindowsService.exe.configundertheinstallationfolder. Ensurethatthe<DatabaseConfiguration>sectionisconfigured.Theconfiguration attributesforDatabaseConfigurationareasdescribedbelow: a) DBName: TNSoftheDatabasetowhichtheRelsysWindowsServiceshouldconnectto.This isamandatoryattribute.Example: DBName=GOLDDEMO
b) DBUser: AGServiceUsername.TheRelsysWindowsServicelogsintothedatabaseusing thisloginname.ThishastobeauseroftypeAGSERVICE.Example: DBUser=agservice_user1 c) DBPassword: Encryptedpasswordoftheuserconfiguredabove.Thisvaluehastobe takenfromCFG_USERS.USER_PASSWORDfortheuser.Thisisamandatoryattribute. Example: DBPassword=DC90A10363A16C147DEF172D61AADC110296FA9E181D7FFA68 7D58CE08610C08
d) GeneralEmailTo: TheemailaddresstowhichtheemailswillbesentbytheIntake Service,usingtheGeneralEmailfeatureofArgus.Example: GeneralEmailTo =recepient@relsys.net e) GeneralEmailFrom: Theemailaddressfromwhichtheemailswillbesentbythe IntakeService,usingtheGeneralEmailfeatureofArgus.Example: GeneralEmailFrom =admin@relsys.net f) GeneralEmailCc: ThisemailaddresswillbeaddedtotheCclinewhenemailsaresent bytheIntakeService,usingtheGeneralEmailfeatureofArgus.Example: GeneralEmailCc =recepient@relsys.net GeneralEmailBcc: TheemailaddresswillbeaddedtotheBcclinewhenemailsare sentbytheIntakeService,usingtheGeneralEmailfeatureofArgus.Example: GeneralEmailBcc =recepient@relsys.net
g)
Thebelowmentionedconfigurationchangesareoptional: 1. Recurrence:Thevalueforthisattributespecifiesthefrequencyofinstantiationofthe associatedServiceComponent.Thevalueisspecifiedinseconds.Forexample:
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<addName="DossierBuilder"Assembly="DossierServiceComponent"Type="DossierBuilder" Recurrence="600"Metadata="InvokeDirect=true"/> Thevalueof600forRecurrenceabovemeans,theDossierBuilderserviceisinstantiatedevery600 seconds(10minutes)toperformthejob.
8.3.2 Verifying the Dossier Installation.

UsethefollowingproceduretoverifytheDossierinstallation
ToverifytheWebclientandtheDossierinstallation
1. 2. OpenInternetExplorer. SelectToolsInternetOptions.
SelectInternetOptionsfromthe Toolsmenu.
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3.
WhentheInternetOptionsdialogboxopens:
ClicktheAdvancedtab.
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4.
WhentheAdvancedtabopens: LocatetheMultimediasection. VerifythatEnableautomatic imageresizingiscleared. VerifythatShowimage downloadplaceholdersis cleared. VerifythatShowpicturesis selected.
VerifythatSmartimagedithering iscleared.
ClicktheSecuritytab.
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5.
WhentheSecuritytabopens:
ClickCustomlevel...
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6.
WhentheSecuritySettingsdialogboxopens:
VerifythatDownloadsigned ActiveXcontrolsisenabled.
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7.
LocatetheActiveXcontrolsandplugins:
VerifythatActiveXcontrolsand pluginsisenabled.
ClickOK.
Makesurethereisenoughdiskspaceinthedrivewhereyourtempfilesarestored.Checkthisdrive bygoingtoStartSettingsControlPanelSystem.ClicktheAdvancedtabandthenclickthe EnvironmentVariablesbutton.ThedriveandpatharelocatedunderthevariablesforTMPand TEMP.
OTE
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8.4 Verifying the Report Server Installation

UsethefollowingproceduretoverifytheReportServerinstallationBeawarethatReportServerisnotsupported withLoadBalancer.
ToverifytheReportServerinstallation
1. 2. 3. 4. LogintotheWorkstationasanAdminuser. SelectStartControlPanel. ClicktheAddorRemoveProgramsicon. WhentheAddorRemoveProgramsdialogboxopens: SelectArgusSafetyandclick Change/Remove.
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5.
ThewizardopensthePreparingSetupdialogbox:
ClickModifyandclickNext
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7.
ClickNext>tocontinue. 8. WhenthewizardopenstheFileVerificationdialogbox.
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8.5 Verifying the Argus Safety Service Installation

UsethefollowingproceduretoverifytheArgusSafetyServiceinstallation.
ToverifytheArgusSafetyServiceinstallation
1. 2. 3. 4. LoginontheWorkstationasanAdminuser. SelectStartControlPanel. WhentheControlPanelopensdoubleclicktheAddorRemoveProgramsicon WhentheAddorRemoveProgramsdialogboxopens: SelectArgusSafety.
ClickChange/Remove..
5. TheArgusSafetyInstallShieldWizardopensthePreparingSetupdialogbox.
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6.
WhenthewizardopenstheArgusSafetySetupdialogbox:,selectModifyandclickNextto continue. ClickModify.
7. Whenthewizardopens,selectVerifythecurrentinstallationandclickNext:
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8.
WhenthewizardopenstheFileVerificationdialogbox:
ClickNext>toexit.
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8.6 Verifying Interchange Mapping and Interchange Service Installation

ThissectionprovidesinstructionsforverifyingtheInterchangeMappinginstallationandtheInterchangeService installation.
8.6.1 Verifying the Interchange Mapping Installation

UsethefollowingproceduretoverifytheInterchangeMappinginstallation.
ToverifytheInterchangeMappinginstallation 1. 2. 3. 4. LogontotheWorkstationasanAdminuser. SelectStartControlPanel. WhenthesystemopenstheControlPanel,doubleclicktheAddorRemoveProgramsicon. WhentheAddorRemoveProgramsdialogboxopens: SelectArgusSafety.
ClickChange/Remove.
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5.
TheArgusSafetyInstallShieldWizardopensthePreparingSetupdialogbox:
6. WhenthewizardopenstheWelcomedialogbox,selectModifyandclickNexttocontinue.
SelectModify.
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7.
ClickNext>toExit.
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8.6.2 Verifying the Interchange Service Installation

UsethefollowingproceduretoverifytheInterchangeServiceinstallation.
ToverifytheInterchangeServiceinstallation
1. 2. 3. 4. LogontotheWorkstationasanAdminuser. SelectStartControlPanel. WhentheControlPanelopens,clicktheAdd/RemoveProgramsicon. WhentheAddorRemoveProgramsdialogboxopens: SelectArgusSafety.
ClickChange/Remove.
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5.
ThewizardopensthePreparingSetupdialogbox.
ClickModify.
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7.
ClickNext>toExit.
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8.7 Verifying the Documentum Installation

UsethefollowingproceduretoverifytheDocumentuminstallation.
ToverifytheDocumentuminstallation
1. 2. 3. LogintoConsoleandverifyDocumentumisconfiguredinArgusSafety.Refertothe AdministratorGuideonsettingupDocumentum. LogintoSQLSessiononthedatabase<Database>. RunthefollowingSQLquerytoverifythatyouhavethevaluethatenablesthePeriodicReport Documentuminterfaceissetto1. RunthefollowingSQLquerytoverifythatthevalueoftheparameterthatenablesacommon usertologintothedocumentumsystemissetto0. RunthefollowingSQLquerytoverifythatthecorrectuserthathasbeenconfiguredin Documentum.ThisvaluecasesensitiveandmustmatchtheDocumentumlogin. RunthefollowingSQLtoverifythatthereispasswordvalueherethatwillbeencrypted.Please setthispasswordagainfromtheCaseFormConfigurationinArgusC/S.Makesurethepassword matchesthepasswordfortheuseridentifiedinStep4.Thepasswordiscasesensitive. RunthefollowingSQLquerytoverifythatthefollowinginformationiscorrect:
select*fromcmn_profilewherekey='ENABLE_DOCUMENTUM_PERIODIC'
4.
select*fromcmn_profilewherekey='DOCUMENTUM_LOGIN_SWITCH'
5.
select*fromcmn_profilewherekey='DOCUMENTUM_LOGIN'
6.
select*fromcmn_profilewherekey='DOCUMENTUM_PASSWORD'
7.
select*fromDOCUMENTUM_PUSH_INFO
VerifythattheTYPE_NAME(<DocumentumType>)isthecorrectnameasspecifiedinDocumentum(This isthetablenameinDocumentum) VerifythatalltheAttributenamesspecifiedhereexistintheDocumentumtable. VerifythattheSQL_CONTENTSQLsarecorrectandrunwithoutanyerrorwhentheparametersarefilled in.(NoSyntaxerrors) VerifythattheATTRIBUTE_TYPEmatcheswiththeonedefinedintheDocumentumtable. 8. 9. LogintotheAGServicemachine<ServerName> VerifythattheDocumentumDFCRuntimeEnvironmentisinstalledontheserver.Thiscanbe verifiedthroughAdd/RemovePrograms.
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10. LogintotheArgusWebServer/ReportServer<ServerName>. 11. VerifythattheDocumentumDFCRuntimeEnvironmentisinstalledontheServer.Thiscanbe verifiedthroughAdd/RemovePrograms. 12. LogintotheInterchangeServiceServer<ServerName>. 13. VerifythatDocumentumDFCRuntimeEnvironmentisinstalledontheserver.Thiscanbeverified throughAdd/RemovePrograms.
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TocompletelyintegrateDocumentum
1. 2. OpenDocumentum. CreatetwoTypesinDocumentum,oneforattachmentsandoneforreports.
MakesuretheTypenamesarethesameasthoseintheTYPE_NAMEcolumninthe DOCUMENTUM_DISPLAY_INFOtableinArgus.
3. Createcase_numanduser_fullnameasAttributesforbothTypes.
4. 5. Createsubmission_succeedasAttributeintheTypebeingusedforreports. CreateallvaluesintheATTRIBUTE_NAMEcolumninDOCUMENTUM_DISPLAY_INFOtablein ArgusascorrespondingAttributesoftheTypesthroughDocumentumAdministrator. IUSR_[Machine]Ac/cmustbegivenfullaccesstothesharedfolderintheDFCinstallation pathwhereDFC.dllresides.
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8.8 Validating the easyPDF Installation

YoumustvalidatetheeasyPDFInstallationforWord2003andWord2007.
8.8.1 Validating the easyPDF Installation for Word 2007

UsethefollowingprocedureverifythateasyPDFhasinstalledcorrectly.
TovalidatetheeasyPDFinstallationforWord2007
1. 2. OpenWord2007. SelectFileWordOptions.gotofilemenu>wordoption>addins.ObservethatBCL easyPDF6COMAddinispresent.Ifnotthenweneedtoaddit. ClickWordOptions.
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3.
WhentheWordOptionsdialogboxopens,clickAddIns. ClickAddIns.
4. WhentheAddInsdialogboxopens,verifythatBCLeasyPDF6COMAddinispresent.
VerifythatBCLeasyPDF6COM Addinispresent.
5. Ifitisntpresent,addit.
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8.8.2 Validating the easyPDF Installation for Word 2003

UsethefollowingprocedureverifythateasyPDFhasinstalledcorrectly.
TovalidatetheeasyPDFinstallationforWord2003
1. 2. 3. OpenWord2003. SelectHelpAboutWordSystemInfoOffice2003ApplicationMicrosoftOfficeWord 2003ComAddins. WhentheSystemInformationdialogboxopens,verifythatBCLeasyPDF6COMAddinis present.
4. Ifitisntpresent,addit.
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9 ENABLING IIS HTTP COMPRESSION

ThischapterdescribeshowtoenableIISHTTPCompressiononWindows2003Server. ThisfeatureisrequiredwhenthepipelinebetweentheWebServerandtheIISClienthavelowbandwidthorhave highamountsofdatausage. Thischapterincludesdiscussionsofthefollowing: IISWebPageCompression IISCachingSettings LocalIEClientCachingSettings
9.1 IIS Web Page Compression

Thissectionincludesthefollowingsections: HTTPCompression KnownEffectsofEnablingHTTPCompression HowtoEnableHTTPCompression
9.1.1 HTTP Compression

IISHTTPCompressionissupportedinWindows2000andWindows2003.However,HTTPcompresshasbeen stabilizedonlyforWindows2003andisnotrecommendedforuseinWindows2000. Bydefault,compressionisdisabledinWindowsbutcanbeenabledasnecessary.Reasonsforenabling compressionincludethefollowing: ThebandwidthbetweentheIISWebServerandtheIEClient(s)isofalowspeed. ThebandwidthbetweentheIISWebServerandtheIEClient(s)ishighspeedbuthashighutilization. ReducingoveralltrafficbetweentheIISWebServerandtheIEClient(s).
9.1.2 Known Effects of Enabling Compression

AlthoughimplementingIISCompressionprovestobeofvaluetothecustomer,thereisaincreaseinCPUusageon theWebServerbox.Whencompressionisenabled,everytimeanonstaticpage(ASP,ASPX)isrequested,the pageiscompressedontheflybeforesendingtotheclient.ThisputssomeoverheadontheWebServerCPU however,basedoninternaltestingwebserverloadisusuallyveryminimum.StaticPagessuchasHTML,JS,HTM pagesarecompressedonlyonceandthenstoredinacacheontheWebServerforlaterrequests. Duetotheabove,theWebServersshouldbemonitoredtopreventaCPUbottleneckfromoccurringwhichwould decreaseperformanceratherthanincreasingit.
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CHAPTER9:ENABLINGIISHTTPCOMPRESSION
9.1.3 How to Enable HTTP Compression

UsethefollowingproceduretoenableHTTPCompression.
ToenableHTTPcompression
1. OpenIISManagerfromcontrolpanelorfromComputermanagement. SomeofthesettingsthatrequireenablingmustbeediteddirectlyintheIISMetabase (ConfigurationFileforIISToedittheMetabase,youmustchangethestatusofthefilefrom ReadOnlytoaEditable.Bydefault,IISpreventsyoufromeditingthefile. ToenableMetabaseEditinginIISmanager,rightclickonthemainbranchInternet InformationServices(IIS)ManagerandselectProperties.
SelectInternetInformation Services(IIS)Managerandright click. ChoosePropertiesfromthedrop downmenu.
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2.
WhentheInternetInformationServices(IIS)ManagerPropertiesdialogboxopens:
ClickEnableDirectMetabase Edit.
ClickOK.
3. WhentheIISManagerredisplays:BackontheIISManager,rightclickWebSitesandselectPropertiesto opentheWebSitePropertiespage.
RightclickWebSites. ChoosePropertiesfromthedrop downmenu.
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4.
WhentheWebSitePropertiesdialogboxopens: ClicktheServicetab.
CheckCompressapplicationfiles, ifitsnotalreadychecked.
CheckCompressstaticfiles,ifits notalreadychecked.
Leavethedefaultvalueinthe Temporarydirectoryfieldasis.
Leavethedefaultvalueinthe Maximumtemporarydirectory sizesettoUnlimited.
ClickOK.
NOTE
5.
TheServicetabisvisibleonlywhenviewingpropertiesonthemainWebSitesfolder.Ifyoucannot seethistab,youveprobablyopenedthepropertiesofaspecificwebsite.
WhentheIISManagerredisplays:BackonIISManager,rightclickonWebServiceExtensionsandclickon AddanewWebServiceExtension. RightclickonWebServices Extensions.
ClickAddanewWebservice extension
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6.
WhentheNewWebServiceExtensiondialogopens:OntheNewWebServiceExtensiondialog,enterthe followinginformation:
a. ExtensionNameHTTPCompression b. RequiredFilesAddtheGZip.dllfromtheWindowsinstallationfolder\System32\InetSrv Folder. c. SetextensionstatustoAllowedEnablethisoption(Ifthisisnotchecked,compressionwill notwork)

TypeHTTPCompressioninthe Extensionnamefield.
ClickAddandselecttheAddthe GZip.dllfilefromthefollowing Windowsinstallationfolder: \System32\InetSrvFolder
CheckSetextensionstatusto Allowed. Compressionwillnotworkifthis isnotchecked.
ClickOK. 7. EdittheMetabase.xmlfile. a) BrowsetotheWindowsInstallationFolder\System32\InetSrvFolder.
b) LocatetheMetabase.XMLfileandopenitinNotepad. c) Searchforthisspecificlineoftext:Location="/LM/W3SVC/Filters/Compression/gzip
<IIsCompressionScheme Location="/LM/W3SVC/Filters/Compression/gzip" HcCompressionDll="%windir%\system32\inetsrv\gzip.dll" HcCreateFlags="1" HcDoDynamicCompression="TRUE" HcDoOnDemandCompression="TRUE" HcDoStaticCompression="TRUE" HcDynamicCompressionLevel="0" HcFileExtensions="htm html txt"
HcOnDemandCompLevel="10"
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>
HcPriority="1" HcScriptFileExtensions="asp dll exe"
d) VerifythatthesettingsintheMetabase.xmlfileareexactlythesameasthesettingsinthecodeinthe precedingstep.Iftheyarenotthesame,changethem. 8. CompresstheJavascriptandASPX(ASP.NET)Files. a) UndertheHcFileExtensionsKeyaddjsasafiletocompressasseenbelow.

HcFileExtensions="htm html txt js"
b) UndertheHcScriptFileExtensionsKeyaddaspxasafiletocompressasseenbelow.
HcScriptFileExtensions="asp dll exe aspx"
9.
Changethecompressionleveltoavalueof2:HcDynamicCompressionLevel="2"
OTE
Thissettingcanbesetfromlevel0(Nocompression)to10(MaximumCompression).Thehigherthe value,themoreCPUwillbeused.Itisrecommendedtostartwithavalueof2or3andthenverify performanceversusCPUOverheadbeforeincreasingthevalueagain.
10. Yourfinalsettingshouldlooklikethis:
<IIsCompressionSchemeLocation="/LM/W3SVC/Filters/Compression/gzip" HcCompressionDll="%windir%\system32\inetsrv\gzip.dll" HcCreateFlags="1" HcDoDynamicCompression="TRUE" HcDoOnDemandCompression="TRUE" HcDoStaticCompression="TRUE" HcDynamicCompressionLevel="2" HcFileExtensions="htm html txt js" HcOnDemandCompLevel="10" HcPriority="1" HcScriptFileExtensions="asp dll exe aspx" >
11. SavetheMetabase.XMLfile. 12. RunIISResetfromthecommandlineorresetIISfromWindowsServices.
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9.2 IIS Caching Settings

Thissectionincludesdiscussionsofthefollowing: IISCaching KnownEffectsofEnablingIISCaching HowtoEnableIISCaching
9.2.1 IIS Caching

IISCachingissupportedinWindows2000andWindows2003.IISCachingisrequiredtopreventthewebserver fromhavingtoreservecertainfilestotheIEClientwhenthefilehasnotchanged.Inotherwords,filessuchas ImagesdonotchangeonadaytodaybasisandoncetheyaresenttotheIEclienttheyshouldnotbesentagain eachtimetheclientrequeststhefile.ThelocalIEclientshouldkeepalocalcachecopyofthefileandusethelocal fileinstead. BeforeIISCachingwillfunctionproperly: IISmustbesetupproperly ThelocalIEclientsettingsmustbesetupcorrectly
9.2.2 Known Effects of Enabling Caching

Currently,therearecurrentlynoknowneffectsofenablingcachingontheWebServer.However,enablingcache shouldonlybeusedonfiles/folderswherethefilesarenotdynamicordonotchangedaily.Certainfiles,suchas .ASPand.ASPXfiles,shouldneverbecached.
9.2.3 How to Enable Caching

Usethefollowingproceduretoenable/verifyIIScaching.
ToenableIIScaching
1. 2. OpenIISManagerfromthecontrolpanelorfromComputerManagement. RightclickArgusSafetyWebandselectPropertiesfromthemenu.
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3.
WhentheArgusSafetyWebPropertiesdialogboxopens: ClicktheHTTPHeaderstab.
VerifythatEnablecontent expirationischecked.Ifitisnot, selectit.
VerifythattheExpire immediatelyoptionisselected.If itisnot,selectit.
VerifythatCacheControl:no cacheisintheCustomHTTP headersfield.
ClickOK.
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4.
Verifythatcachingisenabledineachofthefollowingfolders: a) CachePath PDFReports UploadedLetters Css Js Img RightclickoneachfolderandselectProperties.
b) WhentheCachePathPropertiesdialogboxopens: ClicktheHTTPHeaderstab.
VerifythatEnablecontent expirationisnotchecked.Ifitis checked,clickittoclearthe checkmark.
VerifythatExpireimmediatelyis disabled.
VerifythatCachecontrol:no cacheisnotintheCustomHTTP headersfield.
ClickOK.
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9.3 Local IE Client Caching Settings

Thissectionincludesinformationaboutthefollowing: IEClientCaching IEClientCachingTabOptions HowtoEnableIEClientCaching
9.3.1 IE Client Caching

IECachingworksdirectlywithIISCaching.IfIISCachingisused,youmustturnonIEClientCachingotherwise cachingwillnotoccur.
9.3.2 IE Client Caching Tab Options

InIEClient,therearesomeoptionsonthecachingtabthatyoushouldbeawareof.Table91IECachingTab OptionsTable91listsanddescribesthoseoptions. Table91IECachingTabOptions Option
EveryTimeIvisittheWebPage
Description
Selectingthisoptionwillnotcacheasinglefile.Everytimeafileisrequested,IE willrequesttheServertoresendallfiles.Thisoptionshouldneverbeusedas performancewillsufferseverely Selectingthisoptionwillcachefilesonlyuntilthebrowserisclosed.Uponclosing theIEwindow,allcachewillbeexpired.Thisoptionwillprovidesome performanceenhancementwhenauservisitsthesamepagemultipletimeswithin asinglebrowsersession SelectingthisoptionwillallowIEtomakeadecisionifafileshouldbecachedor not.ThisoptionautomaticallyperformsthesamefunctionasEveryTimeIStart InternetExplorer.Inaddition,afterafilehasbeenrequestsomanytime,IEwill automaticallycachethefileevenafterthebrowserisclosed.Ifthefilehasbeen cachedandanewversionofthefileexistsontheWebServer,thenewversionwill bedownloadedtotheclient.Thisistheoptionthatshouldbeusedforbest performance. SelectingthisoptionwillcauseIEtoalwayscacheeveryfilewhichcancause problemwithsitesthathavedynamicdataandsothisshouldnotbeused.Also,if afilehasbeenupdatedontheserverduetoanupgrade,thenewfilewillnotbe senttotheclient.
EveryTimeIStartInternetExplorer
Automatically
Never
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9.3.3 How to Enable IE Caching

UsethefollowingproceduretoenableIEcaching.
ToenableIEcaching
1. 2. 3. OpenInternetExplorer. SelectToolsInternetOptions. WhentheInternetOptionsdialogboxopens:
1.
SelecttheGeneralTab.
ClicktheGeneraltab.
LocatetheBrowsinghistory sectionandclickSettings.
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4.
WhentheTemporaryInternetFilesandHistorySettingsdialogboxopens:
SelectAutomatically.
ClickOK.
5. ClosetheInternetExplorerbrowserandrestartittobegincaching.
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10 CONFIGURING E-MAIL
Thissectionprovidesinformationaboutconfiguringemailandincludesthefollowingsections: AboutEmailConfiguration ConfiguringSMTP ConfiguringLotusNotes ConfiguringOutlook
10.1 About E-mail Configuration

ArgusSafetysupportsthefollowingemailmethods:
SMTP(ArgusSafetyServiceOnly) LotusNotes OutlookExpressandOutlook(ArgusSafetyC/SLocalOnly).
ArgusSafetyServiceandInterchangeServiceusetheseemailmethodsinthefollowingpriorityorder: 1. SMTP SMTPisusedasanemailmethodifithasbeenenabledinArgususingArgusC/S>Utilities>Configuration >SMTPConfiguration. 2. LotusNotes: LotusNotesisusedasanemailmethodonlyifbothofthefollowingaretrue: 3. Ithasbeenspecifiedduringinstallation SMTPhasnotbeenenabled
OutlookExpress/Outlook OutlookExpress/Outlookisusedasanemailmethodonlyifithasbeenconfiguredandbothofthefollowing aretrue: SMTPhasnotbeenenablednor LotusNoteshasnotbeenspecifiedduringinstallation
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CHAPTER10:CONFIGURINGEMAIL
10.2 Configuring SMTP

ThissectionprovidesinformationaboutconfiguringSMTPandincludesthefollowing: UsingtheSMTPConfigurationUtility FunctionsAffectedbySMTP
10.2.1
Using the SMTP Configuration Utility
UsetheSMTPConfigurationutilitytosendemailsusingtheSMTPprotocolfromArgusSafetyServicetotheemail server.Table101listsanddescribesthefieldsintheSMTPConfigurationdialogbox.
Table101SMTPConfigurationDialogBoxFieldDescriptions FieldName
EnableSMTP? ServerIPorName Port Authentication
Description
SelectingthischeckboxensuresthattheAGServiceusesSMTPtosendemailmessages. ThisfieldcontainstheSMTPserverIPaddressorname Thisfieldcontainstheportnumber.Thedefaultportnumberis25. Thisfieldenablesyoutoselecttheauthenticationtype.Therearethreetypesof authentication: NoAuthentication InNoAuthentication,theUsernameandPasswordfieldsaredisabled. BasicAuthentication TheuserisrequiredtoentertheUsernameandPasswordfields.Thisisthedefault authentication. NTLMAuthentication TheauthenticationoftheOSuserloggedintothesystemisautomaticallypassed.The UsernameandPasswordfieldsaredisabledinthisauthentication.
SMTPUsername SMTPPassword CustomSMTPHeader
ThisfieldcontainstheSMTPusername. ThisfieldcontainstheSMTPpassword. SelectingthischeckboxwillallowyoutopassacustomheaderintotheSMTPHeaderwhen sendingemails.ThisisusedifyouhaveaSMTPSolutionthatisdependingonspecificheader informationforrouting.
CustomSMTPHeaderTextbox EnterthecustomerHeadertoinsertintotheSMTPHeader.
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UsethefollowingproceduretoconfigureSMTP.
ToconfigureSMTP
1. 2. OntheArgusSafetymenubarselectUtilitiesConfigurationSMTPConfiguration. WhentheSMTPConfigurationdialogopens: a) EntertheSMTPserverIPaddressorname.
b) Entertheportnumber c) Entertheusername.
d) EnableSMTP. e) ClickOK.
10.2.2
Functions Affected by SMTP
ThissectionprovidesinformationaboutaffectedbytheuseofSMTPandincludesdiscussionsofthe following:
BulkReportTransmitEmail AutosignalEmail Email FaxStatus Priority DossierNotification EmailSentbyInterchangeService Bulk Report Transmit Email
10.2.2.1
ThefollowingillustrationshowstheSMTPtaboftheModifyRegulatoryAgencyInformationdialogbox.
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ThefollowingillustrationshowstheCodeListMaintenancescreen.TheEmailAddressfieldcontainstheemail addressofthepersonreceivingtheemailmessage.EmailAddress:
TheEmailAddressfieldcontainsthe emailaddressoftheperson receivingtheemailmessage.
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ARGUSSAFETY5.1INSTALLATIONGUIDE 10.2.2.2 Autosignal E-mail
TheSendemailnotificationtofield,intheAutosignalsscreen,containstheemailaddressofthe personreceivingtheemailmessage.
TheSendEmailNotificationTofield containstheemailaddressoftheperson receivingtheemailmessage.
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CHAPTER10:CONFIGURINGEMAIL 10.2.2.3 Fax E-mail
TheNotifyEmailfield,intheArgusProcesswindowindicatestheemailaddressofthepersonreceivingtheemail message.
TheNotifyEmailfieldcontainsthe emailaddressoftheperson receivingtheemailmessage.
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ARGUSSAFETY5.1INSTALLATIONGUIDE 10.2.2.4 Fax Status E-mail
TheNotifyEmailfield,intheArgusProcesswindowindicatestheemailaddressofthepersonreceivingtheemail message.
TheNotifyEmailfieldcontainsthe emailaddressoftheperson receivingtheemailmessage.
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CHAPTER10:CONFIGURINGEMAIL 10.2.2.5 Priority E-mail
TheEmailfieldontheGroupInformationscreencontainstheemailaddressofthepersonreceivingtheemail message.
TheEmailfieldcontainstheemail addressofthepersonreceivingthe emailmessage.
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ARGUSSAFETY5.1INSTALLATIONGUIDE 10.2.2.6 Dossier Notification E-mail
ForDossiernotification,theEmailAddressontheGroupsandUsersscreenfieldcontainsboththesenderemail addressandthereceiveremailaddress.However,thesenderemailaddressrepresentsthenormalAGuserandthe receiveremailaddressistheowneroftheDossiertemplate.ConfiguretheowneroftheDossiertemplateinArgus WebReportsICHPSURReportsConfigurationScreenTemplatetab.
TheEmailfieldcontainstheemail addressforboththeperson sendingtheemailmessageandthe personreceivingit.
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CHAPTER10:CONFIGURINGEMAIL 10.2.2.7 Email Sent by Interchange Service
FortheemailsentbyInterchangeService,theITEmail,BusinessEmail,andUserEmailfieldsintheServiceINIFile Setupwindowcontainstheemailaddressesofthosereceivingtheemailmessage.
NOTE
InterchangeServicesendsemailmessagestoIT,Business,orUseremailaddressesdependingon thetypeofalert/error/warning/informationthesystemencounters.
TheITEmail,BusinessEmail,and UserEmailfieldscontaintheemail addressesforthepeoplereceiving theemailmessage.
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10.3 Configuring Lotus Notes

LotusNotescanbeusedasanemailmethodifbothofthefollowingaretrue: LotusNoteswasspecifiedduringinstallation SMTPhasnotbeenenabled
ThissectionprovidesinformationaboutconfiguringemailforLotusNotesandincludesdiscussionsofthe following: ConfiguringLotusNotesforAGService ConfiguringLotusNotesforInterchangeService FunctionsAffectedbyLotusNotes
10.3.1
Configuring Lotus Notes for AG Service
UsethefollowingproceduretoconfiguretheLotusNotespassword.
ToconfiguretheLotusNotespassword
1. 2. OpentheArgusSafetyServiceconfigurationtool: YoucanconfiguretheLotusNotespasswordforAGServiceusingAGServiceConfigurationTool>LotusNotes Passwordbutton.
ClickLotusNotesPassword.
3. WhentheLotusNotesPassworddialogboxopens:
TypetheLotusNotespassword.
ClickOK.
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10.3.2
Configuring Lotus Notes for Interchange Service
UsethefollowingproceduretoconfiguretheLotusNotespasswordforInterchangeService
ToconfiguretheLotusNotespassword
1. 2. SelectInterchangeMappingUtilitiesSetupINIFile. WhentheServiceINIFileSetupdialogboxopens: ClicktheLotusNotesoption button.
TypetheLotusNotespasswordin theLotusNotesPasswordfield.
ClickOK.
NOTE
InterchangeServicesendsemailmessagetoIT,Business,orUseremailaddressesdependingonthe typeofalert/error/warning/informationthesystemencounters.
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10.3.3

Function Affected by the Use of Lotus Notes
UsingLotusNotesaffectsthefollowing: BulkReportTransmitEmail AutosignalEmail FaxEmail FaxStatusEmail Priority DossierNotification EmailSentbyInterchangeService Bulk Report Transmit Email
10.3.3.1
FortheBulkreporttransmitemail,theUsernamefieldontheLotusNotesClientConfigurationdialogbox containsthesendersemailaddress.
TheUsernamefieldcontainsthe emailaddressoftheperson sendingtheemailmessage.
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IntheCodeListMaintenancewindow,theEmailAddressfieldontheAgencyInformationtabcontainstheemail addressofthepersonreceivingtheemailmessage.
TheEmailAddressfieldcontains theemailaddressoftheperson receivingtheemailmessage.
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ForAutosignalemail,theUsernamefieldontheLotusNotesClientConfigurationdialogboxcontainsthesenders emailaddress.
TheSendemailnotificationtofieldintheModifyAutosignalssectionoftheAutosignalswindow,containsthee mailaddressofthepersonreceivingtheemailmessage.
TheSendEmailNotificationTo fieldcontainstheemailaddress ofthepersonreceivingtheemail message.
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CHAPTER10:CONFIGURINGEMAIL 10.3.3.3 Fax E-mail
ForFaxemail,theUsernamefieldintheLotusNotesClientConfigurationdialogboxcontainsthesendersemail address.
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TheNotifyEmailfieldintheFaxsectionoftheArgusProcesswindowcontainstheemailaddressoftheperson receivingtheemailmessage.
TheNotifyEmailfieldcontains theemailaddressoftheperson receivingtheemailmessage.
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CHAPTER10:CONFIGURINGEMAIL 10.3.3.4 Fax Status E-mail
ForFaxemail,theUsernamefieldintheLotusNotesClientConfigurationdialogboxcontainsthesendersemail address.
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CHAPTER10:CONFIGURINGEMAIL 10.3.3.5 Priority
Forpriority,theUsernamefieldintheLotusNotesClientConfigurationdialogboxcontainsthesendersemail address.
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TheEmailfieldontheModifyGroupInformationwindowcontainsthenameofthepersonreceivingtheemail message.
TheEmailfieldcontainsthee mailaddressoftheperson receivingtheemailmessage.
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CHAPTER10:CONFIGURINGEMAIL 10.3.3.6 Dossier Notification
ForDossiernotification,theUsernamefieldintheLotusNotesClientConfigurationdialogboxcontainsthe sendersemailaddress.
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TheUserNamefieldintheUserInformationwindowcontainsthenameofthepersonreceivingtheemail message
TheUserNamefieldcontainsname ofthepersonreceivingtheemail message.
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CHAPTER10:CONFIGURINGEMAIL 10.3.3.7 Email Sent by Interchange Service
FortheemailsentbyInterchangeService,theUsernamefieldintheLotusNotesClientConfigurationdialogbox containsthesendersemailaddress.
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TheITEmail,BusinessEmail,andUserEmailfieldsintheServiceINIFileSetupwindowcontaintheemail addressesofthepeoplereceivingtheemailmessage.
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10.4 Configuring Outlook E-mail

Outlookisusedasanemailmethodonlyifbothofthefollowingaretrue: SMTPhasnotbeenenabled LotusNoteswasnotspecifiedduringinstallation
Thissectionincludesdiscussionsofthefollowing: ConfiguringOutlookforAGService ConfiguringOutlookforInterchangeService FunctionsAffectedbytheUseofOutlook
10.4.1
Configuring Outlook for AG Service
UsethefollowingproceduretoconfigureOutlookforAGService.
ToconfigureOutlookforAGService
1. 2. 3. LogininwindowsusingtheArgusSafetyServiceUserdomain. LaunchOutlookExpress. WhentheInternetConnectionWizardopenstheYourNamedialogbox:
Enterthedisplaynameforthe accountintheDisplaynamefield.
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4.
WhentheInternetAccountsdialogboxopens:
If the following screen is not displayed on launching Outlook Express Select Tools and click on Accounts.
ClickAddSelectMail.
NOTE
5.
IftheInternetAccountsdialogboxdoesnotopen,whenyoulaunchOutlookExpress,select ToolsAccounts.
WhenthewizardopenstheInternetEmailAddressdialogbox:
EntertheAGServiceemail addressfortheArgusSafety ServiceUserintheEmailaddress field. ClickNext>tocontinue.
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6.
WhenthewizardopenstheEmailServerNamesdialogbox:
SelectPOP3serverfromtheMy Incomingmailserverisadrop downlist. Enterthenameoftheincoming mailserverintheIncomingmail (POP3,IMAPorHTTP)server field. Enterthenameoftheoutgoing mailserverintheOutgoingmail (SMTP)serverfield. ClickNext>tocontinue.
7. WhenthewizardopenstheInternetMailLogondialogbox:
EntertheArgusSafetyService usernameintheAccountName field.
Enterthepasswordinthe Passwordfield.
ClickRememberpasswordto selectit.
NOTE
RememberPasswordmustbechecked.
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8.
WhenthewizardopenstheCongratulationsdialogbox:
ClickFinishtocompletesetting uptheemailaccount.
9. SelectToolsOptionstoopentheOptionsdialogbox. ClicktheSecuritytab.
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10. WhentheSecuritytabopens:
Ifapplicable,clearthecheckmark fromtheWarnmewhenother applicationstrytosendmailas mecheckbox
Ifapplicable,clearthecheckmark fromtheDonotallow attachmentstobesavedor openedthatcouldpotentiallybe aviruscheckbox ClickOK.
11. SelectFileExittocloseOutlookExpress. 12. OpenInternetExplorer
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ARGUSSAFETY5.1INSTALLATIONGUIDE 13. SelectToolsInternettoopentheInternetOptionsdialogbox:
SelectOutlookExpressfromthe Emaildropdownlistasthee mailclient.
ClickOK.
14. SelectFileClosetocloseInternetExplorer. 15. LaunchOutlookExpress.Verifythatyouarenotpromptedforapasswordentry. 16. Sendatestemailtoensureitissentsuccessfully.
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10.4.2
Configuring Outlook for Interchange Service
UsethefollowingproceduretoconfigureOutlookforInterchangeService.
ToconfigureOutlookforInterchangeService
1. OpentheServiceINIFileSetupdialogbox. ClicktheMAPIoptionbuttonto selectit.
EnterMSExchangeSettingsinthe ProfileNamefield.
ClickOK.
NOTE
InterchangeServicesendsemailmessagetoIT,Business,orUserEmailaddressesdependingupon thetypeofalert/error/warning/informationthesystemencounters.
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10.4.3
Functions Affected by the Use of Outlook
ThissectionprovidesinformationabouthowvariousemailfunctionsareaffectedbytheuseofOutlookand includesinformationaboutthefollowing: BulkReportTransmitEmail AutosignalEmail FaxEmail FaxStatusEmail Priority DossierNotification EmailSentbyInterchangeService Bulk Report Transmit Email
10.4.3.1
ForBulkReportTransmitemail,theEmailaddressfieldontheInternetEmailAddresscontainsthesenders emailaddress.
TheEmailaddressfieldcontains thenameofthepersonsending theemailmessage.
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IntheCodeListMaintenancewindow,theEmailAddressfieldontheAgencyInformationtabcontainstheemail addressofthepersonreceivingtheemailmessage.
TheEmailAddressfieldcontains theemailaddressoftheperson receivingtheemailmessage.
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ForAutosignalemail,theEmailaddressfieldontheInternetEmailAddresscontainsthesendersemailaddress.
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TheSendemailnotificationtofieldintheModifyAutosignalssectionoftheAutosignalswindow,containsthee mailaddressofthepersonreceivingtheemailmessage.
TheSendEmailNotificationTo fieldcontainstheemailaddress ofthepersonreceivingtheemail message.
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ARGUSSAFETY5.1INSTALLATIONGUIDE 10.4.3.3 Fax E-mail
ForFaxemail,theEmailaddressfieldontheInternetEmailAddresscontainsthesendersemailaddress.
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ARGUSSAFETY5.1INSTALLATIONGUIDE 10.4.3.4 Fax Status E-mail
ForFaxemail,theEmailaddressfieldontheInternetEmailAddresscontainsthesendersemailaddress.
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ARGUSSAFETY5.1INSTALLATIONGUIDE 10.4.3.5 Priority
Forpriority,theEmailaddressfieldontheInternetEmailAddresscontainsthesendersemailaddress.
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TheEmailfieldontheModifyGroupInformationwindowcontainsthenameofthepersonreceivingtheemail message.
TheEmailfieldcontainsthee mailaddressoftheperson receivingtheemailmessage.
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ARGUSSAFETY5.1INSTALLATIONGUIDE 10.4.3.6 Dossier Notification
ForDossiernotification,theEmailaddressfieldontheInternetEmailAddresscontainsthesendersemail address.
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TheUserNamefieldintheUserInformationwindowcontainsthenameofthepersonreceivingtheemail message
TheUserNamefieldcontainsname ofthepersonreceivingtheemail message.
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ARGUSSAFETY5.1INSTALLATIONGUIDE 10.4.3.7 Email Sent by Interchange Service
FortheemailsentbyInterchangeService,theEmailaddressfieldontheInternetEmailAddresscontainsthe sendersemailaddress.
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TheITEmail,BusinessEmail,andUserEmailfieldsintheServiceINIFileSetupwindowcontaintheemail addressesofthepeoplereceivingtheemailmessage.
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11 INSTALLING END OF STUDY UNBLINDING

Thischapterdescribestheminimumhardware/softwarerequirementsandtheinstallationproceduresfortheEnd ofStudyUnblinding(EOSU)utility.Itincludesthefollowingsections: EOSUHardware/SoftwareRequirements HowtoInstalltheEOSUUtility
11.1 EOSU Hardware/Software Requirements

ThefollowingtableliststheminimumHardwareandSoftwarerequiredtoinstallEndofStudyUnblinding: RequirementType
Hardware
Description
PleaserefertotheHardwarerequirementsforArgusSafetyv5.1 Oracle10.2.0.3 Oracle11.1.0.6 Argusv5.1schema (ThisisaprerequisitefortheEOSUpackagetobeinstalled.) ATablespacewith500MBfreespacetocreateEOSUSchema Argusv5.1schema (ThisisaprerequisitefortheEOSUpackagetobeinstalled.) (SamerequirementasArgusSafety5.1) WindowsXPorWindows2003 ForOracle10G: OracleClientv10.2.0.2 OracleObjectsforOLE10.2.0.2.20 ForOracle11G OracleClientv11.1.0.6 SQL*Netv10.2.0.2 SQL*Netv11.1.6.0 PentiumIII1.5GHzMinimum(PentiumIV2.0GHzrecommended) 512MBRAMMinimum(1GBRAMrecommended) 4GBfreeharddrivespaceMinimum(10GBrecommended) 256ColorsMinimum(64KRecommended) MSOffice2003(OnlyWordandExcelRequired),ReleaseSP3orhigher AdobeAcrobatReaderv8.01,9.0(8.01Minimum) (ToviewOperationsGuideandReleaseNotes)
OracleVersion
DatabaseServer
ClientMachine INIT.ORAparameters
InadditiontoArgus,Pleasemakesuretosetthefollowingparameterasshownbelow AUDIT_TRAIL=TRUE
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CHAPTER11:INSTALLINGENDOFSTUDYUnblinding
11.2 How to Install the EOSU Utility

UsethefollowingproceduretoinstalltheEOSUutility. ToinstalltheEOSUUtility
1. 2. CopytheinstallationpackagefilestoyourlocaldirectoryandstartLaunch.exe WhentheWelcomedialogboxopens: ClickArgusSafety.
3. WhentheArgusSafetySetupwizardopenstheArgusSafetySetupdialogbox:
ClickNext>tocontinue..
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4.
WhenthewizardopenstheCustomerInformationdialogbox:EntertheUserNameandCompanyName. ClickNext. EntertheusernameintheUser Namefield.
ClickNext>tocontinue. 5. WhenthewizardopenstheComponentsDefaultDirectorydialogbox:Choosetheappropriatefolderto installtheEOSUGenericsoftwareandclickNext. ClickBrowsetolocateandselect thedefaultdirectorywhereEOSU willbeinstalled.
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6.
WhenthewizardopenstheArgusSafetySolutionComponentsdialogbox:SelectEndofStudyUnblinding ModuleandclickNexttobegintheactualinstallation.
SelecttheEndofStudy UnblindingModule.
ClickNext>tocontinue. 7. Argusinstallsandshowstheprogressoftheinstallation.
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8.
ClickNext.
NOTE
9.
Reenterthepasswordenteredinthepriorscreen.
ClickNext.
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10. WhenthewizardopenstheSetupCompletedialogbox:ClickFinishtoexittheInstallationprogram.Argus EOSUInterfaceutilitiescannowbeexecuted. ClickFinishtoexitfromthe installationapplication.
11. YoucannowruntheArgusEOSUInterfaceutilities. SetuphasinstalledanOperationsGuideandscriptstocreateDatabaseschemaonyourcomputer.Pleasereferto theOperationsGuidetocreateanewschematostartusingEOSUsoftware.Thedocumentisinthefollowing directory: <InstallationFolder>\Relsys\EndofStudyUnblinding\ARGUS_EOSU.pdf Alternatively,youcanalsogoselectStartProgramsRelsysEndofStudyUnblindingDocumentation EndofStudyUnblindingModuletoviewthedocumentation.
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12 INSTALLING THE EOSU AND DSNAVIGATOR DATABASE

12.1 End of Study Unblinding
12.1.1

Database Setup
TosetupEOSU5.1pleaseusethefollowingsteps: Installthe5.1EndofStudyUnblindingModule Gotofollowingfolder<InstalledDrive>:\ProgramFiles\Relsys\EndofStudyUnblinding\Database IftheArgusdatabaseOracleversionis10gthendoubleclickCreate_EOSU_Schema_Oracle10g.Batand followtheinstructionsonsqlplusscreen IftheArgusdatabaseOracleversionis11gthendoubleclickCreate_EOSU_Schema_Oracle11g.Batand followtheinstructionsonsqlplusscreen
12.1.2

Database Upgrade
ToupgradetheEOSUdatabaseto5.1pleaseusefollowingsteps. Installthe5.1EndofStudyUnblindingModule Gotofollowingfolder<InstalledDrive>:\ProgramFiles\Relsys\EndofStudy Unblinding\Database\EOSU_UPGRADE_TO_51 IftheArgusdatabaseOracleversionis10gthendoubleclickUpgrade_EOSU_to_51_oracle10g.batand followtheinstructionsonsqlplusscreen IftheArgusdatabaseOracleversionis11gthendoubleclickUpgrade_EOSU_to_51_oracle11g.batand followtheinstructionsonsqlplusscreen
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CHAPTER12:INSTALLINGTHEEOSUANDDSNAVIGATORDATABASE
12.2 DS Navigator
12.2.1

Database Setup
TosetupDSNavigator5.1pleaseusethefollowingsteps: Gotofollowingfolder<InstalledDrive>:\ProgramFiles\Relsys\DBInstaller\DSNav IftheArgusdatabaseOracleversionis10gthendoubleclicksetup_Oracle10g.batandfollowthe instructionsonsqlplusscreen IftheArgusdatabaseOracleversionis11gthendoubleclicksetup_Oracle11g.batandfollowthe instructionsonsqlplusscreen
12.2.2

Database Upgrade
ToupgradetheDsNavInterfaceschemato5.1pleaseusefollowingsteps. Installthe5.1Schemacreationtool Gotofollowingfolder<InstalledDrive>:\ProgramFiles\Relsys\DBInstaller\DSNav\ DsNav_UPGRADE_TO_51 IftheArgusdatabaseOracleversionis10gthendoubleclickUpgrade_DsNav_to_51_oracle10g.batand followtheinstructionsonsqlplusscreen IftheArgusdatabaseOracleversionis11gthendoubleclickUpgrade_DsNav_to_51_oracle11g.batand followtheinstructionsonsqlplusscreen
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13 OTHER TASKS
Thischapterprovidesinformationforperformingotherinstallationandconfigurationtasks.Itincludesdiscussions ofthefollowing: InstallingDocumentation ConfiguringtheArgus.xmlFile ConfiguringtheArgus.iniFile InstallationMaintenance ClearingOracleTempFiles ConfigurationRequirementsforEasyPDFConfigurations
13.1 Installing Documentation

UsethefollowingproceduretoinstallthedocumentationfortheArgusSafetySolutionsystem.
Toinstalluserdocumentation
1. 2. 3. LogonastheAdministratoronthesystemwhereArgusSafetyisbeinginstalled. Copytheinstallationpackagetothelocaldirectoryofthetargetmachine DoubleclicktheLaunch.exefileinthelocaldirectoryonyourtargetmachinetodisplaytheArgusSafety installationwelcomescreen.
ClickDocumentation.
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CHAPTER13:OTHERTASKS
4.
TheInstallshieldWizardopensthePreparingSetupdialogboxwiththeprogressbar.
ClickNext>tocontinuewiththe installation.
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7.
WhenthewizardopenstheCustomerdialogbox: TypetheusernameintheUser Namefield.
Typethecompanynameinthe CompanyNamefield.
ClickNext>tocontinue. 8. WhenthewizardopenstheDefaultDirectorydialogbox:
ClickNext>toinstallthe documentationinthedefault directory.
NOTE
ClickBrowsetomodifytheinstallationlocation.
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9.
WhenthewizardopenstheDocumentationInstallationdialogbox:
Selectthedocumentationyou wanttoinstall.
OTE
ThedocumentsthatappearinthisdialogboxdependontheSerialNumberyouenteredwhenyou startedtheinstallation.Iftherequireddocumentsdoesntappearinthelist,contactOracle CustomerSupport.
10. Thedocumentationiscopiedonthesystem.
ClickProgressBarshowsthe statusoftheinstallation.
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11. WhenthewizardopenstheSetupCompleteddialogbox:
ClickFinishtocompletethe documentinstallation.
13.2 Configuring the Argus.xml File

TheArgus.xmlfileisgeneratedduringinstallationonArgusWeb/ReportServer,buttheusercanupdatethisfile afterinstallationtoadd,update,ordeletedatabaseentries.Thefileresidesinthefollowingdirectory: <ArgusInstallationPath>/ArgusWeb/ASP Argus.xmlfilecontainstwotypesofxmltagsasdescribedinTable131. Table131XMLTagsintheArgus.xmlFile XMLTag
<ARGUS_DB>
Description
ThistagcontainsalldatabasessupportedbytheArgusWebapplication.Eachdatabaseisspecifiedasa separateXMLtag<DBNAME>with<ARGUS_DB>asparenttag. Forexample,foradatabasethatisrecognizedasTestingDatabaseinArgusWebLoginscreenand whosealiasintheOracleTNSNAMES.ORAfileis"TESTDB",theentrywillbe <DBNAMEid="TESTDB">TestingDatabase</DBNAME>.
<LICENSE_KEY>
ThistagcontainstheLicenseKeyvaluefortheArgusapplication.DonotupdatethiskeyunlessOracle CustomerSupportinstructsyoutodoso.
IfyouupdatetheArgus.xmlfile,youmustrestarttheInternetInformationServices(IIS)ontheserverforthe changestotakeeffect.
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13.3 Configuring the Argus.ini File

TheArgus.inifileisgeneratedduringinstallationonArgusWeb/ReportServerandTransactional(AG)Server,but theusercanupdatethisfileafterinstallation.Table132onpage332listsanddescribesthepurposeoftheentries inthisfile. Withsomeexceptions,theparameterslistedinTable132areusedbyArgusWebaswellasAGService.However, somearespecifictotheWeb/ReportServerandsomearespecifictotheTransactional(AG)Server ParametersspecifictotheWeb/ReportServerare: ReportServer ReportServerUser ReportServerPassword MessageCachePath Upload Template ArgusInstallPath Timeout DBConnection Poolingparameters.
ParametersspecifictotheTransactional(AG)Serverare: PrintRunTime PrintService
Table132Argus.iniFileParameters #
1
Section
Workstation
Parameter
ReportServer
SampleValue
http://svmargirv001:80 83
Description
ThisparameterpointstotheReportServerURLfor Argusapplication. ForusewithWeb/ReportServer. ThisistheusernameofanArgususerwithuser typeasAGServiceUserconfiguredinArgus database. ForusewithWeb/ReportServer ThisisthepasswordfortheReportServerUserin Argusdatabaseasdescribedabove. ForusewithWeb/ReportServer. ThisisthepathforPDFReports (Expedited/Periodic/ScreenPrintsetc.).Incaseof multipleweb/reportservers,thisisasharedpath onthenetwork. Thisisthesharedpathtosavethesystemlevel cachesuchasdataforLMtables,CMNFields,etc. Incaseofmultipleweb/reportservers,thisisa sharedpathonthenetwork. ForusewithWeb/ReportServer.
Workstation
ReportServerUser
reportuser
Workstation
ReportServerPassword
password
Cache* 4 Workstation Seenotefollowingthis table
c:\ArgusReports\PDFRe ports\
MessageCachePath* 5 Workstation Seenotefollowingthis table
c:\ArgusReports\Messa geCache\
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Section
Parameter
Upload*
SampleValue
c:\ArgusReports\Uploa dedLetters\ C:\Program Files\Relsys\E2BViewer \Templates\ C:\Program Files\Adobe\Acrobat 7.0\Acrobat\Acrobat.ex e
Description
Thisisthesharedpathforuploadedletters.Incase ofmultipleweb/reportservers,thisisashared pathonthenetwork. ForusewithWeb/ReportServer. Thislocationstoresthetemplateandreportfiles usedtodisplayCIOMSandMedWatchviews. ForusewithWeb/ReportServer.
Workstation
Seenotefollowingthis table
Workstation
Template
Workstation
AcrobatReaderPath
ThisisthepathtotheAcrobatReaderexefile.
Workstation
Oracle128
1or0
Avalueof1meansthatOracle128bitencryption istobeusedtoencrypttheuserpasswords.The othervalue0usestheROT13algorithmtodecrypt passwords,whichisnotrecommended. Thisisthebasefolderwhereallthefilesrelatedto variousmodulesofArgusareplaced. ThisisusedbytheAGServicePrintUtility.It specifieshowoftenthePrintUtilityshallrunto printreportstotheprinter.Theunitisinseconds. ForusewithTransactional(AG)Server. ThisisalsousedbyAGServicePrintUtility.When thisissetto0,theAGServiceProcessBulk TransmitPrint,generatesthereportanddirectly printsthereporttotheprinter.Ifsetto1,theBulk TransmitProcesscreatesthePDFintheCache folderwithanassociatedBatchfile. ThePrintUtilitythenpicksuptheBatchFile,prints thePDFtotheprinteranddeletestheBatchJob File. ForusewithTransactional(AG)Server. Thisreferstothepathofthelocationwherethe ASPfilesareplaced. ForusewithWeb/ReportServer. ThiskeyspecifieshowoftentheArgusReport Serviceshouldruntocheckforfilestodelete.By default,thisservicewilldeletefilesfrompaths specifiedforCacheandUploadparameters describedabove.Theunitisinhours.Thedefault valueis1. ThiskeyisusedbyArgusReportService.Thiskey specifiesinhours,howoldthefilemustbebefore itgetsdeleted.Bydefault,thisservicewilldelete filesfrompathsspecifiedforCacheand Uploadparametersdescribedabove.Thedefault valueis1. ThisenablestheArgusWebapplicationtostart creatinglogfilesforalltheSQLsthatarefired. TheselogfilesarecreatedinC:\Tempfolderand
10 Workstation
HELP
C:\App\Relsys\Docume ntation\
11 Workstation
PrintRunTime
10
12 Workstation
PrintService
1or0
13 Workstation
ArgusInstallPath
C:\Program Files\Relsys\ArgusWeb\ ASP\
14 PDFReports
TempFileDeleteInterval
15 PDFReports
HoursBeforeDelete
17 ArgusServer
SQLTimes
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Section
Parameter
SampleValue
Description
canbeusedfordebugging.
18 ArgusServer
Pool_Initial_Size
ThisreferstotheDBConnectionPoolInitialSize. ForusewithWeb/ReportServer. ThisreferstotheDBConnectionPoolMaximum Size. ForusewithWeb/ReportServer. Thisreferstothetimeouttimeinseconds.The connectiontimesoutifitisidleforthegiventime. ForusewithWeb/ReportServer. Thisreferstotheconnectionwaittimeinseconds. Anexceptionoccursifthesystemcannotobtaina DBconnectioninthegiventime. ForusewithWeb/ReportServer.
19 ArgusServer
Pool_Maximum_Size
120
20 ArgusServer
Connection_Time_Out
120
21 ArgusServer
Connection_Wait_Time
IfanyantivirussoftwareisrunningontheArgusWeb/ReportorTransaction(AG)serversitmust beconfiguredsothatitdoesnotscanthefollowingArgustempfolders: Cache MessageCachePath Upload Scanningthesefolderscanresultinslowerperformanceand/orunexpectederrorsonscreensunder heavyuserloadduetofilelocksbyantivirussoftwareprograms
NOTE
UsethefollowingproceduretoconfigureArgus.ini.
ToconfigureArgus.ini
1. 2. SelectStartRun. WhentheRundialogboxopens: Typeargus.iniintheOpenfield.
ClickOK.
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3. 4. 5.
WhentheArgus.inifileopens,settheentriesinthefiletotherequiredvaluesasdescribedinTable132. Savethefile. RestarttheInternetInformationServices(IIS)ontheserversothechangeswilltakeeffect.
13.4 Installation Maintenance Tasks

ThissectiondescribesmaintenancetasksyoumayneedtoperformontheinstalledArgusSafetySolution components.ItincludesinstructionsforperformingvarioustasksandtipsforusingtheWebclient. InstallingNewComponents UninstallingComponents Error!Referencesourcenotfound. RemovingAllComponents WebClientTips
13.4.1
Installing New Components
Ifthecompanyobtainsanewserialnumberthatpermitsmorecomponentstobeinstalled,thecomponentscan beinstalledusingthefollowingprocedure.
Toinstallanewcomponent
1. 2. 3. SelectStartControlPanel. WhenWindowsopenstheControlPanel,clickAddorRemovePrograms. WhentheAddorRemoveProgramsdialogboxopens: SelectArgusSafety.
SelectChange/Remove.
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4.
TheArgusSafetyInstallShieldWizardopensthePreparingSetupdialogbox.
5. WhenthewizardopenstheWelcomedialogbox:.
SelectModify.
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6.
Whenthewizardopens,selectUpdateinstalledArgusComponentsandclickNext:
SelectUpdateinstalledArgus Components.
ClickNext>tocontinue. 7. WhenthewizardopenstheCustomerInformationdialogbox: TheusernamedisplaystheUser Namefield.
Thecompanynamedisplaysin theCompanyNamefield.
8.
SelectNext>tocontinue.
WhenthewizardopenstheSelectFeaturesdialogboxitcontainsalistofcomponentscu.
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Selectoneormorecomponents toinstall.
SelectNext>tocontinue. Makesurethecheckboxesforcomponentsthatarealreadyinstalledcontainacheckmark.If thecheckmarkisclearedfromthecheckboxforanexistingcomponent,thecomponentwill beuninstalled.
NOTE
9.
RefertotherelevantchaptersinthisInstallationGuideforinstructionsforinstallingindividual components
Aftertheinstallationiscomplete,thewizardopenstheArgusSafetySetupMaintenanceCompletedialog box.
10. ClickFinish.Amessageboxappears.
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13.4.2
Uninstalling Components
Usethefollowingproceduresifitbecomesnecessarytouninstallacomponent.
Touninstallacomponent
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5.
WhenthewizardopenstheWelcomedialogbox:
SelectModify.
6. WhenthewizardopenstheCustomerInformationdialogbox: EntertheusernameintheUser Namefield.
SelectNext>tocontinue.
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7.
WhenthewizardopenstheSelectFeaturesdialogboxitcontainsalistofcurrentlyinstalled.
Clearthecheckboxforthe componentstouninstall.
SelectNext>tocontinue. 8. 9. TheArgusSafetyComponentsInstallerwilluninstalltheselectedcomponents. Followtheonscreeninstructionstouninstallthecomponents. IfaLockedFileDetecteddialogopens,select"Don'tdisplaythismessageagain,"andclickReboot.
OTE
IfaSharedFileDetecteddialogopens,select"Don'tdisplaythismessageagain,"andclickYes. IfaReadOnlyFileDetecteddialogopens,select"Don'tdisplaythismessageagain,"andclickYes.
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13.4.3
Removing All Components
IfitbecomesnecessarytoremovealltheArgusSafetycomponents,usethefollowingproceduretodoso.
Toremoveallcomponent
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5.
WhenthewizardopenstheWelcomedialogbox:
SelectRemove.
6. WhentheConfirmUninstalldialogboxopenswiththefollowingmessage: ClickOKtoproceed.
7. 8. TheArgusSafetyComponentsInstalleruninstallstherequiredcomponent(s). Followthescreeninstructionstouninstallthecomponents.
OTE
IfaLockedFileDetecteddialogappears,select"Don'tdisplaythismessageagain,"andclickReboot. IfaSharedFileDetecteddialogappears,select"Don'tdisplaythismessageagain,"andclickYes. IfaReadOnlyFileDetecteddialogappears,select"Don'tdisplaythismessageagain,"andclickYes.
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13.5 Web Client Tips

ThissectiondescribestherecommendedInternetExplorerconfigurationforclientsthataccessArgusSafetyWeb, LAM,InterchangeWeb.
ToconfigureInternetExplorerv6.0
1. 2. 3. OpenInternetExplorerv6.0. SelectToolsInternetOptions. WhentheInternetOptionsdialogboxopens: a) LocateTemporaryInternetFiles.
b) ClickSettings. 4. WhentheSettingsdialogboxopens: a) LocateCheckfornewerversionsofstoredpages.
b) SelectAutomatic. c) 5. 6. ClickOK.
ClicktheAdvancedtaboftheInternetOptionsdialogbox., WhentheAdvancedtabopens: a) LocatetheMultimediasection.
b) Clearthefollowingcheckboxes: i. ii. c) Showimagedownloadplaceholders Smartimagedithering.
SelecttheShowPicturescheckbox.
d) CleartheEnableAutomaticImageResizingcheckbox. 7. ClickOKtoclosetheInternetOptionsdialog.
Makesurecookiesareenabledontheclientmachine.
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ToconfigureInternetExplorerv7.0
1. 2. 3. OpenInternetExplorerv7.0. SelectToolsInternetOptions. WhentheInternetOptionsdialogboxopens: a) LocateBrowsingHistory
b) ClickSettings. 4. WhentheSettingsdialogboxopens: a) LocateCheckfornewerversionsofstoredpages.
b) SelectAutomatic. c) 5. 6. ClickOK.
ClicktheAdvancedtaboftheInternetOptionsdialogbox., WhentheAdvancedtabopens: d) LocatetheMultimediasection. e) Clearthefollowingcheckboxes: iii. Showimagedownloadplaceholders iv. Smartimagedithering. f) g) SelecttheShowPicturescheckbox. CleartheEnableAutomaticImageResizingcheckbox.
7.
ClickOKtoclosetheInternetOptionsdialog.
Makesurecookiesareenabledontheclientmachine.
NOTES
IfpasswordencryptionisrequiredbetweenInternetExplorerClientandtheWebServer,HTTPSmust beutilized.Pleaserefertothesection"EnablingSSLsupport"inthisinstallationguide. WhenloggedintoArgusSafetySystem,havingmultipleinternetbrowsersopenmaycausetheuser toreceivealoginscreenwhenopeningcertainpartsoftheapplicationsuchasopeningE2BReport dialog.ItisrecommendedtoshutdownallothernonArgusSafetySessionsifthisproblemoccurson anendusermachine. CertainrequirementswithintheArgusSafetySystemopenfileattachmentswithinaseparate internetbrowserwindowhoweverbasedonclientmachinesettingsthismaynotoccur.Each applicationisconfigureddifferentlyastohowithandlesfileswithinInternetExplorer.Pleaserefer totheappliactiondocumentiontocorrectlyconfigureit. ItisnotrecommenedtoutilizetheIPAddressofthewebserverfromtheclientmachineswithin InternetExplorer.UsingtheIPAddressforcesInternetExplorertouseahighsecuritymodewhich mayrestrictcertainfunctioanlityfromArgustorun.
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13.6 Clearing Oracle Temp Files

OntheArgusWeb,ArgusReportandArgusSafetyServiceServers,Oraclecreatesmanytempfilesthatbeginwith OIPanddonothaveanextension.Oracledoesnotdeletethesefilesandtheycancauseproblemswiththe maximumnumberoffilesinafolder.ThispreventsArgusfromcreatingnewtempfiles.Therefore,thesefilesmust bedeleted. Deletingthesefilesdoesnotharmthesystem.OnewayofdeletingthesefilesistouseArgusReportService becauseitcleansupthefilesatregularintervals.IfyoudonotuseArgusReportServicetocleanthesefiles,you willhavetocleanthemmanually. UsethefollowingproceduretoconfiguretheArgusReportServicetocleanupthesefiles.
NOTE
OraclewillfirstusetheTMPWindowsEnvironmentVariablePathforTempFiles.IftheTMPVariable isnotdefined,Oraclewillusethepathasdefinedintheregistrybelow.
ToconfigureArgusReportServicetoclearOracleTempfiles
1. 2. 3. StarttheWindowsRegistryEditor. Locatethefollowingpath:HKEY_LOCAL_MACHINE\SOFTWARE\ORACLE LocateandopenthefoldercontainingtheOO4Osubfolder ThefolderstructureundertheKeyfromStep2canvaryforeachinstallation,basedonthe installationclientandversionused.
NOTE
4.
LocateandexpandtheOO4Ofolder.
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5.
LocatetheTempFileDirectoryfolder. OraclesometimesselectstheTempFolderastheWindowsorWindowsSystemFolder.Changethis tosomeothertempfoldersothefilescanbedeletedwithoutaffectinganyotherfiles.Forexample, youcanchangethepathtoC:\Temp\Oracle. Afterchangingthepatch,pleaserebootthemachineandcontinuewiththenextsteps.Onceitisset, theArgusReportServicewilldeleteallfileswithinthefoldersethere.IfnonOraclefilesexist,they willbedeleted.
NOTE
6. 7. 8. 9. CopythepathfromtheTempFileDirectorykey. GototheArgusInstallationFolder\Commonfolder. OpentheDeleteUser.binfileinNotepad. Addanewlineattheendofthefilewiththefollowingsyntax:
a.<OracleTempFileFolder>;* b.ExampleC:\Temp;*
10. ThislineinstructstheArgusReportServicetodeleteallfilesfromthisfolder.
13.7 Configuring easyPDF

ThissectiondescribeshowtosetupeasyPDFandMicrosoftOfficeandincludesthefollowingsections: SettingUpeasyPDF SettingupMicrosoftOffice
13.7.1
Setting Up easyPDF
TheeasyPDFcomponentisrequiredforprintingPDFreportsandforusebyInterchangefeaturessuchas transmittingE2Battachments. ThedomainaccountcreatedduringtheinstallationofeitherArgusWebServer,ArgusReportServer,ArgusSafety ServiceorInterchangeService,willberequiredtocontinuewiththefollowingsteps.
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BeforeconfiguringWindowsServicesettingsverifythefollowing: ThedomainaccountcreatedispartofthelocalAdministratorGroupontheserverbeingsetup. PleaseverifythatthestepinthenotebelowiscompletedbeforegoingtotheConfigureWindowsService Settingssection. Youmustlogontotheserverbeingsetupwiththedomainaccountatleastoncetoinitialize theaccount,includingtheprinterdriversetting,orArguswillnotbeabletofunctioncorrectly.
UsethefollowingproceduretoconfiguretheWindowsservicesettings.
ToconfiguretheWindowsservicesettings
1. 2. 3. Logontothecomputerasthedefineddomainaccount. SelectStartControlPanelAdministrativeToolsServices. WhentheServicesdialogboxopens: LocatetheBCLeasyPDFSDK6 Loaderanddoubleclick.
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4.
WhentheBCLeasyPDFSDK6LoaderPropertiesdialogboxopens:
ClicktheLogOntab.
Enterthedefineddomainaccount nameintheThisaccountfield.
Enterthedefineddomainaccount passwordinthePasswordfield.
Enterthedefineddomainaccount passwordintheConfirm passwordfield.
ClicktheGeneraltab.
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5.
WhentheGeneraltabopens:
ClickOKtoclosetheProperties dialogbox.
6. WhenthesystemreturnstothemainServiceswindow,starttheBCLeasyPDFSDK6Loader.
7. ClosetheServiceswindow.
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13.7.2
Setting up Microsoft Office
ThissectionprovidesanexampleproceduretomakeMicrosoftOfficeapplications,suchasMSWordandMS Office,readyforserveruse.TheexampleshowshowMicrosoftWordcanbesetup;youcanalsosetupMicrosoft Excelinthesamemanner. MakesurethatpopupdialogboxesfromOfficeproductsdonotappearduringthePDFconversion. PerformanceConsideration:IfyouhaveanythirdpartyWordmacrosoraddins,we recommendremovingthem.TheyoftenaddextraoverheadtoMicrosoftWordandslow downtheentirePDFconversionprocess.
UsethefollowingproceduretosetupMicrosoftWord.
ToconfiguretheWindowsservicesettings
1. 2. 3. Logintothecomputerasthedefineddomainaccount. StartMicrosoftWordtoforcetheapplicationtoregisteritself. CloseallpopupsthatappearduringWordinitialization.
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4.
HidetheOfficeAssistant.
5. ForMicrosoftWord2003,configuretheCustomerFeedbackOptions(andalsotheotherserviceoptions,as necessary).
6. ExitMicrosoftWord.
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14 ARGUS INTEGRATIONS
ThischapterprovidesinformationabouttheArgusIntegrationsandincludesdiscussionsofthefollowing: GeneralInterfaceRequirements MedDRAIntegration WHOIntegration LotNumberInterface WorklistIntake ExtendedE2BInterface
14.1 Installing Argus Integrations

BeforeinstallingArgusSafetyWeb,beawareofthefollowing: Duringtheinstallation,theinformationinthisdocumentmaybedifferentfromwhatyouseeonyour monitorifadditionalmoduleswereselectedduringtheArgusSafetyInstallalation. AdomainaccountwithLocalAdministratorprivilegestotheWebserverisrequiredaftertheArgusSafety installationiscomplete.
UsethefollowingproceduretoinstallArgusSafetyIntegrations.
ToinstallArgusSafetyIntegrations
1. WhenthesystemdisplaystheArgusSafetyscreen: ClickArgusSafetytostartthe installation.
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CHAPTER14:ARGUSINTEGRATIONS
2.
WhenthesystemdisplaystheArgusSafetySetupscreen:
ClickNext>.
3. WhenthesystemdisplaystheCustomerInformationscreen: EntertheusernameintheUser Namefield.
ClickNext>.
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4.
WhenthesystemdisplaystheDefaultDirectoryscreen,clickBrowsetoselectthedefaultinstallation directorywheretheArgusSafetySolutionComponentswillbeinstalled.
ClickNexttodisplaytheArgus SafetyComponentslistandselect thedefaultinstallationdirectory wheretheArgusSafetySolution Componentswillbeinstalled.
5. Whenthesystemdisplaysthecomponentlist:
Selectthemodulestoinstall.
ClickNext>.
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6.
WhenthesystemdisplaystheArgusSafetySolutionComponentsReportDirectoryscreen:
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8.
ClickNext.
NOTE
9.
Reenterthepasswordyouenteredinthepreviousscreen.
ClickNext.
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10. Whenthesystempromptsyoutoenteraportnumber:
EnterthePortfortheArgusWeb site(defaultis8083,andcanbe changedtoport80atanytime).
11. TheinstallerinstallstheWebsiteanditsrelatedcomponentsandshowstheprogressoftheinstallation.
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12. WhenthesystemdisplaystheSetupCompletedscreen:
ClickFinish.
13. Whenthesystemdisplaysthefollowingmessage:
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14.2 General Interface Information

AllwebservicebasedinterfacescommunicatewiththestandardSOAP1.2ProtocolanduseWSAddressingand WSSecurity.TheseproductsleverageWindowsCommunicationFoundationtogeneratetheWSAddressingand WSSecurityheaderinformation.Itisrecommendedtotestthismessagebeforemovingtoofarintobusiness testing.InformationonthesespecificationscanbefoundattheOASISandW3Cwebsites. ByleveragingWCF,maximumflexibilityisprovidedtotheuserallowingtheselectionofwhichintegrationsto enable,thetransportprotocolstouse,authentication,etcbysimplyupdatingastandard.configfile. AllerrorsarehandledthroughaSOAPfault.Shouldanerroroccur,logicalorotherwise,aSOAPfaultshouldbe thrownbythehostandcaughtbytheclient.Theclientapplication(web)ofArgusdisplaysthedetailsoftheSOAP faulttotheuserwhenpossible.ArguswebservicesthrowSOAPfaultswhenanerroroccurs. Whenimplementingthecustomersideoftheinterface,pleasefollowthestructuredefinedbyOracleintheXSD fileslocatedinthefollowingdirectory: <ArgusWebInstallPath>\Integrations\XSD (e.g.C:\ProgamFiles\Relsys\ArgusWeb\ASP\Integrations\XSD)
14.3 Basic Configuration Overview

Theweb.configfilelocatedintherootoftheArgusWebdirectorycontainsalltheinformationrequiredfor outboundintegrations.Twodefaultbindingshavebeenprovided,oneforbasicHTTPtrafficandoneforSSL communication.Forthemostbasicconfiguration,simplyupdatingtheaddressattributeoftheendpoint nodestopointtothecorrectwebserviceaddresswouldbesufficient.Touseencryption,the bindingConfigurationattributeoftheendpointnodecanbesettoWSHttpBinding_IRelsysService_Secure,a bindingconfigurationprovidedoutofthebox.AstheframeworkutilizesWCF,additionalbindingconfigurations maybecreatedandusedaswell.Notethatthebindingconfigurationsbetweenthehostandtheclientmustbe compatibleforsuccessfulcommunication. Basicuserauthenticationisalsosupportedbytheframework.Eachendpointhasacounterpartinthe ClientCredentialssectionoftheweb.config.SimplyaddingthepropercredentialsherewillinstructWCFto transmittheauthenticationinformation. Theframeworkprovidestheabilitytotransformmessagesusingeitheracustomtransformationassemblyoran XSLT.Someintegrations,likeLotValidationandDrugDictionaryEncoding,currentlyleveragethisfeature. ActivatingthetransformerisasimplematterofupdatingtheTransformerConfigurationsectiontomapan endpointtoatransformer.Ifmultipletransformersarespecifiedforaparticularendpoint,theywillbeexecutedin theorderinwhichtheyappearintheconfigurationfile.ThetransformersconfiguredbyOracleshouldnotbe modified,butadditionalonesmaybeaddedifnecessary. AllinboundintegrationsarehandledbytheArgusSafetyWindowsService.Thisservicesconfigurationislocated intheRelsysWindowsService.exe.configfilelocatedinthe.\ArgusWeb\ASP\Argus.NET\Bindirectory.This configurationfilesprimaryfunctionistoreferenceconfigurationfilesofconfiguredintegrations.The RelsysConfigurationFilessectionhasseveralcommentedaddnodes.Toenableordisableanintegration,itisa simplematterofuncommentingorcommentingoutthenode. ThisconfigurationfileadditionallyhousesaDatabaseConfigurationsectioninwhichtheproperdatabase credentialsmustbespecifiedwithintheattributes.
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14.4 Safety Message

TheXMLmessagerequiredbyeachintegrationvariesandisdefinedbyitsownschema.However,eachschema followsastandard.TherootnodeofeveryXMLSafetyMessageinanintegrationisSAFETY_MESSAGEwiththe followingattribute: a. TypeAnenumeration(currentlyeitherRequestorResponse)toindentifythedirectionalityofthe message
EverySafetyMessagemayalsocontainanEXTENSIONnodewithCUSTOMsubnodes.Theseareforfuture expandabilityandcurrentlyunused. TheexampleXMLSafetyMessagesinthisdocumentareforillustrativepurposesonly.Pleaserefertothelatest versionoftheschemaforadefinitionofthemostrecentversionoftheSafetyMessage.
14.5 MedDRA Integration

ThissectionprovidesinformationforintegratingwithanexternalMedDRAcodingsystem. 14. TheMEDICAL_DICTIONARYnodeisthefirstchildnodeidentifyingaMedDRAintegration.Ithasthefollowing attributes: a. ActionAnenumerationsupportingthefollowingvalues(currentlyonlyone): i. Autowillbepassedwhenafullhierarchyisrequiredtobepassedbacktoautoencodetheterm withoutusingtheMedDRABrowser.WithanAutomessage,thesystemrequiresthatanLLTTerm bepassedintherequest.IfthefullHierarchyisnotfound/returned,thesystemwillopenthe MedDRABrowsersanddisplaytheLLTsreturnedformanualencodingbytheuserusingthelocal MedDRAinstance.Ifmultiplepathsarereturned,thePrimarySOCpathwillbeused.
b.
SourceAnenumeratedvaluethatspecifiesadditionalinformationthatmayberequiredforcodingbased onoriginationasfollows: Reaction 1) CaseForm|PatientTab|OtherRelevantHistory|Reaction 2) CaseForm|ParentTab|OtherRelevantHistory|Reaction ii. Indication 1) CaseForm|PatientTab|OtherRelevantHistory|Indication 2) CaseForm|ParentTab|OtherRelevantHistory|Indication 3) CaseForm|ProductTab|Indications 4) Console|BusinessConfiguration|Products|Indications iii. Condition 1) CaseForm|PatientTab|OtherRelevantHistory|Condition 2) CaseForm|ParentTab|OtherRelevantHistory|Condition iv. Lab 1) CaseForm|PatientTab|LabTestTerms 2) Console|CodeLists|LabTests v. Description 1) CaseForm|EventTab|EventDescriptiontobeCoded 2) CaseForm|DeathInformation|EventDescriptiontobeCodedforCauseofDeath/Autopsy Results vi. Diagnosis 1) ArgusCaseForm|AnalysisTab|CompanyDiagnosisSyndrome i.
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15. TheTERMnodespecifiestheinformationaboutaspecifictermthatiseitherbeinglookeduporpopulated withdataandsupportsthefollowingattributes: a. PrimaryTheprimaryattributewillcontainYifthetermisthePrimarySOCpathfortheselectedterm. IntheeventthatmultipletermsarereturnedforaMedDRAlevel,thisattributeisonlyavailableonthe PrimaryTerm.
14.5.1
Flow of MedDRA Auto Encoding
WhenArgusmakesacalltothewebservice,itwillpopulatetheREPORTEDandCODEDnodeswithdataentered bytheuser.TheREPORTEDtermisessentiallyaverbatimwhilethecodedtermisthetermthatisexpectedtobe codedbytheremotesystem.ThereturnedmessageshouldcontainaPATHSnodewithPATHsubnodesthathave beenencodedbytheremotesystem. Theencodedtermisplacedonthecaseform.Ifmultiplematchesarereturned,theprimarypathisused.Ifno matchesarereturnedoranerroroccurs,theArgusMedDRAbrowserwillappearfortheusertoencodemanually ifArgusisconfiguredtoallowformanualencoding.
14.5.2
Request
MedDRA Auto-Encoding Safety Message Example
ThefollowingexampleusesHeadacheasthesearchtermforautoencoding.
<?xml version="1.0" encoding="utf-8"?> <tnsa:SAFETY_MESSAGE xmlns:tns="http://www.oracle.com/Argus/Base/v1.0" xmlns:tnsa="http://www.oracle.com/Argus/MedDRA_Request/v1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.oracle.com/Argus/MedDRA_Request/v1.0 file:///E:/6%20%20Argus%20Interfaces/ASI%2042%20SP3/RelsysInterfaceLibrary.root/RelsysInterfaceLibrary/RelsysInt erfaceComponents/XSD/v1.0/MedDRA_Request.xsd" tns:Type="Request"> <tnsa:MEDICAL_DICTIONARY Action="Auto" Source="INDICATION"> <tnsa:TERM> <tnsa:REPORTED>Bad Headache</tnsa:REPORTED> <tnsa:CODED>Headache</tnsa:CODED> </tnsa:TERM> </tnsa:MEDICAL_DICTIONARY> <tns:EXTENSION> <tns:CUSTOM tns:Name="ABC" tns:Metadata="DEF">GHI</tns:CUSTOM> </tns:EXTENSION> </tnsa:SAFETY_MESSAGE>
Response
<?xml version="1.0" encoding="utf-8"?> <tnsa:SAFETY_MESSAGE xmlns:tns="http://www.oracle.com/Argus/Base/v1.0" xmlns:tnsa="http://www.oracle.com/Argus/MedDRA_Response/v1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.oracle.com/Argus/MedDRA_Response/v1.0 file:///E:/6%20%20Argus%20Interfaces/ASI%2042%20SP3/RelsysInterfaceLibrary.root/RelsysInterfaceLibrary/RelsysInt erfaceComponents/XSD/v1.0/MedDRA_Response.xsd" tns:Type="Response"> <tnsa:MEDICAL_DICTIONARY> <tnsa:PATHS> <tnsa:PATH Primary="Y"> <tnsa:LLT> <tnsa:TEXT>Headache</tnsa:TEXT> <tnsa:CODE>10001</tnsa:CODE> <tnsa:SYNS> <tnsa:SYN> <tnsa:TEXT>Headache</tnsa:TEXT> <tnsa:CODE>13221</tnsa:CODE> </tnsa:SYN> </tnsa:SYNS> </tnsa:LLT> <tnsa:PT> <tnsa:TEXT>Headache</tnsa:TEXT> <tnsa:CODE>20001</tnsa:CODE> </tnsa:PT> <tnsa:HLT> <tnsa:TEXT>Headaches NEC</tnsa:TEXT> <tnsa:CODE>30001</tnsa:CODE>
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</tnsa:HLT> <tnsa:HLGT> <tnsa:TEXT>Headaches</tnsa:TEXT> <tnsa:CODE>40001</tnsa:CODE> </tnsa:HLGT> <tnsa:SOC> <tnsa:TEXT>Nervous System Disorders</tnsa:TEXT> <tnsa:CODE>50001</tnsa:CODE> </tnsa:SOC> </tnsa:PATH> </tnsa:PATHS> </tnsa:MEDICAL_DICTIONARY> <tns:EXTENSION> <tns:CUSTOM tns:Name="ABC" tns:Metadata="DEF">GHI</tns:CUSTOM> </tns:EXTENSION> </tnsa:SAFETY_MESSAGE>
14.5.3
Configuration
MedDRAintegrationmustbeenabledusingArgusConsole.ThiscanbedonebyopeningConsolefromArgusWeb andselectingSystemConfigurationSystemManagementfromthemenu.ExpandtheCaseProcessingtree branchandselectDictionaryBrowser.SelecttheradiobuttontousewebservicesundertheArgusSafety MedDRACodingMethodsection.AnoptionalcheckboxisalsoavailabletodeterminewhetherArgushastouse thelocalMedDRAinstanceifthewebservicehostingMedDRAisnotavailable,fails,ordoesnotreturnavalid match. Additionally,theweb.configfileoneachwebservermusthavetheendpointwiththenameattributeof MedDRAproperlyconfigured.Ataminimum,theaddressattributemustbechanged.Optionally,depending onthebindingsemployed,thebindingConfigurationattributemayalsoneedtobechanged.The BindingConfigurationsectionmusthaveavalidbindingfortheconfiguredbindingConfigurationattribute. Theendpointconfigurationmightlooksomethinglikethis:
<endpoint address="http://remotewebservice/MedDRAAutoEncode.svc" binding="wsHttpBinding" bindingConfiguration="WSHttpBinding_IRelsysService_Unsecure" contract="IRelsysService" name="MedDRA">
14.6 Product License Study Interface

ThissectionprovidesinformationforintegratingwithanexternalProductStudyLicenseconfigurationsystem. IntheIntegrationsfolderinthefollowingpath<InstallationPath>\Relsys\ArgusWeb\ASP\Integrations, openthefileService.config.SearchforthesectioncalledDatabaseConfiguration: <DatabaseConfigurationDBName=""DBUser=""DBPassword=""/> TheDBName,DBUserandDBPasswordneedtobepopulatedmanually. DBName:ThisistheTNSoftheArgusdatabase DBUser:ThisistheusernameofaAGServiceuser.ThePSLwebserviceusesthisUserContexttoperform updatesintheArgusSafetyDatabase. DBPassword:ThisistheencryptedpasswordfortheaboveconfiguredAGServiceUser.Thepasswordtext issameasthetextfoundinPASSWORDfieldofCFG_USERStable
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Asampleconfigurationwouldbe: <DatabaseConfigurationDBName="ARGOLDDEMO"DBUser="agservice1" DBPassword="BC90A10363A26C147DEF172D61AAEC110296FA9E181E7FFA687D58CE08610C08"/> SecurityConfiguration IfthePSLwebserviceisdesiredtoberunundersecurity,appropriatebindingconfigurationsneedtobe configuredinweb.configundertheIntegrationsfolder.Thiscanbedoneeithermanuallyorthroughthe ServiceConfigUtility. Logging PSLWebserviceperformstwokindsoflogging.OneisfileloggingusingtheRelsysLogger.Thisinvolves logginginformationabouttheerrors,warnings,andprocessingofthePSLwebservicecode.The configurationforthistypeofloggingispresentinweb.config,underthesection<logConfig>.There arefourtypesofloggingError,Warning,Information,andVerbose.Bydefault,theloggerisconfigured tobeofErrorlevel.Theloggerinternallyuseslog4netcomponenttoperformthelogging.The RollingLogFileAppenderwhichisbydefaultpresentinweb.configneedstobeconfiguredtolog informationtoaspecificfileonalocalfolder.Plsensurethatread/writepermissionsareavailabletothe webserviceforthisfolder. AnothertypeofloggingistheSOAPmessagelogger,calledtheRequestLogger.Thisloggerlogsallthe incomingandoutgoingSOAPmessagesofthePSLwebservice.Themessagesarestoredinternallyinthe ArgusSafetyDatabaseandarenotavailableforqueryinginthisrelease.Thisloggingcanbeturnedoffby settingtheEnabledattributetofalseinService.configasshownbelow: <TransformersConfiguration> <Transformers> <addTransformer="RequestLogger"InterfaceType="Inbound"RequestType="Request,Response" MessageType="SoapMessage"Enabled="False"Metadata=""Assembly="ConsoleInterface" Type="Relsys.ArgusConsole.ConsoleInterface.Common.DBLoggerFactory"/> </Transformers> </TransformersConfiguration>
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14.7 Drug Dictionary Integration

Thissectionprovidesinformationforintegratingwithanexternaldrugdictionarysystem. DRUG_DICTIONARYisthefirstchildnodeidentifyingadrugdictionaryintegration.
14.7.1
Flow of Drug Dictionary Coding
WhenArgusmakesacalltothewebservice,itwillpopulatetheDRUG_NAMEnode.Itisthenexpectedthatthe codingsystempopulateallpossibleinformationintheresponseXML.Arguswilldisplaythisinformationina browserfromwhichtheusercanselectthecorrectdrug. Ifthewebservicedoesnotreturnanyresultsorisunavailable,ArguswillpresenttheuserwiththeWHODrug browserwithlocaldictionaryinformationifthesystemisconfiguredtoallowthis. NotethatifaningredientisreturnedthatisnotintheLM_INGREDIENTStableofArgus,theingredientwillnotbe storedwiththecase.ATCcodeisalsonotstoredwiththecasedata.Bothoftheseitemsarevisibleinthe browser,however.
14.7.2
Request
Drug Dictionary Coding Safety Message Example
<?xml version="1.0" encoding="utf-8"?> <tnsa:SAFETY_MESSAGE xmlns:tns="http://www.oracle.com/Argus/Base/v1.0" xmlns:tnsa="http://www.oracle.com/Argus/WHODrug_Request/v1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.oracle.com/Argus/WHODrug_Request/v1.0 file:///E:/6%20%20Argus%20Interfaces/ASI%2042%20SP3/RelsysInterfaceLibrary.root/RelsysInterfaceLibrary/RelsysInt erfaceComponents/XSD/v1.0/WHODrug_Request.xsd" tns:Type="Response"> <tnsa:DRUG_DICTIONARY> <tnsa:DRUG> <tnsa:DRUG_NAME>Tylenol</tnsa:DRUG_NAME> </tnsa:DRUG> </tnsa:DRUG_DICTIONARY> <tns:EXTENSION> <tns:CUSTOM tns:Name="ABC" tns:Metadata="DEF">GHI</tns:CUSTOM> </tns:EXTENSION> </tnsa:SAFETY_MESSAGE>
Response
<?xml version="1.0" encoding="utf-8"?> <tnsa:SAFETY_MESSAGE xmlns:tns="http://www.oracle.com/Argus/Base/v1.0" xmlns:tnsa="http://www.oracle.com/Argus/WHODrug_Response/v1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.oracle.com/Argus/WHODrug_Response/v1.0 file:///E:/6%20%20Argus%20Interfaces/ASI%2042%20SP3/RelsysInterfaceLibrary.root/RelsysInterfaceLibrary/RelsysInt erfaceComponents/XSD/v1.0/WHODrug_Response.xsd" tns:Type="Response"> <tnsa:DRUG_DICTIONARY> <tnsa:DRUGS> <tnsa:DRUG> <tnsa:DRUG_CODE> 000200.01.005</tnsa:DRUG_CODE> <tnsa:DRUG_NAME> TYLENOL</tnsa:DRUG_NAME> <tnsa:GENERIC_NAME>PARACETAMOL</tnsa:GENERIC_NAME> <tnsa:ATCS> <tnsa:ATC> <tnsa:CODE>65GGH</tnsa:CODE> <tnsa:DESCRIPTION>ATC Desc 1a</tnsa:DESCRIPTION> </tnsa:ATC> <tnsa:ATC> <tnsa:CODE>94534</tnsa:CODE> <tnsa:DESCRIPTION>ATC Desc 2a</tnsa:DESCRIPTION> </tnsa:ATC> </tnsa:ATCS> <tnsa:INGREDIENTS> <tnsa:INGREDIENT> PARACETAMOL</tnsa:INGREDIENT> </tnsa:INGREDIENTS> <tnsa:MEDICINAL_PRODUCT_ID></tnsa:MEDICINAL_PRODUCT_ID> <tnsa:DRUG_MANUFACTURER> MCNEIL LABORATORIES, INCORPORATED </tnsa:DRUG_MANUFACTURER>
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</tnsa:DRUG> <tnsa:DRUG> <tnsa:DRUG_CODE> 004468.01.003</tnsa:DRUG_CODE> <tnsa:DRUG_NAME> TYLENOL ALLERGY SINUS</tnsa:DRUG_NAME> <tnsa:GENERIC_NAME></tnsa:GENERIC_NAME> <tnsa:ATCS> <tnsa:ATC> <tnsa:CODE>4UUT1</tnsa:CODE> <tnsa:DESCRIPTION>ATC Desc 1b</tnsa:DESCRIPTION> </tnsa:ATC> <tnsa:ATC> <tnsa:CODE>13LLP</tnsa:CODE> <tnsa:DESCRIPTION>ATC Desc 2b</tnsa:DESCRIPTION> </tnsa:ATC> </tnsa:ATCS> <tnsa:INGREDIENTS> <tnsa:INGREDIENT> PARACETAMOL</tnsa:INGREDIENT> <tnsa:INGREDIENT> CHLORPHENAMINE MALEATE</tnsa:INGREDIENT> <tnsa:INGREDIENT> PSEUDOEPHEDRINE HYDROCHLORIDE</tnsa:INGREDIENT> </tnsa:INGREDIENTS> <tnsa:MEDICINAL_PRODUCT_ID></tnsa:MEDICINAL_PRODUCT_ID> <tnsa:DRUG_MANUFACTURER>JOHNSON & JOHNSON</tnsa:DRUG_MANUFACTURER> </tnsa:DRUG> </tnsa:DRUGS> </tnsa:DRUG_DICTIONARY> <tns:EXTENSION> <tns:CUSTOM tns:Name="" tns:Metadata=""></tns:CUSTOM> </tns:EXTENSION> </tnsa:SAFETY_MESSAGE>
14.7.3
Configuration
DrugDictionaryintegrationmustbeenabledusingArgusConsole.ThiscanbedonebyopeningConsolefrom ArgusWebandselectingSystemConfigurationSystemManagementfromthemenu.ExpandtheCase ProcessingtreebranchandselectDictionaryBrowser.Selecttheradiobuttontousewebservicesunderthe ArgusSafetyWHODrugCodingMethodsection.Anoptionalcheckboxisalsoavailabletodeterminewhether ArgushastousethelocalWHODruginstanceifthewebservicehostingthedrugdictionaryisnotavailable,fails,or doesnotreturnavalidmatch. Additionally,theweb.configfileoneachwebservermusthavetheendpointwiththenameattributeof WHODrugproperlyconfigured.Ataminimum,theaddressattributemustbechanged.Optionally,depending onthebindingsemployed,thebindingConfigurationattributemayalsoneedtobechanged.The BindingConfigurationsectionmusthaveavalidbindingfortheconfiguredbindingConfigurationattribute. Theendpointconfigurationmightlooksomethinglikethis:
<endpoint address="http://remotewebservice/WHODrugLookup.svc" binding="wsHttpBinding" bindingConfiguration="WSHttpBinding_IRelsysService_Unsecure" contract="IRelsysService" name="WHODrug">
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14.8 Lot Number Interface

Thissectionprovidesinformationforintegratingwithanexternallotvalidationsystem. LOT_LOOKUPisthefirstchildnodeidentifyingalotvalidationintegration.
14.8.1
Flow of Lot Validation
WhenArgusmakesacalltothewebservice,itwillpopulatetheLOT_NUMBERnodewithdataprovidedbythe user.Thelotexternallotvalidationsystemcanprovidezero,one,ormanyresultsinmultipleLOTnodes. Argusreactiontovariouscountsofreturnedlots: ZeroArgusdisplaysamessagethatthelotnumbercouldnotbevalidated;basedonthesystem configuration,theusermaybeabletokeeptheenteredlotnumber,inwhichcaseArguscreatesared denotationindicatingthatthelotnumberwasnotvalidated OneArguskeepstheuserenteredlotnumberandcreatesagreendenotationindicatingasuccessfully validatedlot ManyArgusdisplaysadialogfromwhichtheusercanselectthecorrectlotnumber;onceselected, Arguscreatesayellowdenotationindicatingthatthelotnumberwasvalidated,buttheuserhadtoselect frommultiplematches
Thelotvalidationinterfacealsoallowsforcustomizeduserdatatobereturned,suchasAlbuminorThermisol whichisnotnativelysupportedbyArgus.Thisdataisthenstoredintheuserdefinedfieldsavailableontheactive caseformpage.
14.8.2
Request
Lot Validation Safety Message Example
<?xml version="1.0" encoding="utf-8"?> <tnsb:SAFETY_MESSAGE xmlns:tns="http://www.oracle.com/Argus/Base/v1.0" xmlns:tnsa="http://www.oracle.com/Argus/ProductFamilyEntity/v1.0" xmlns:tnsb="http://www.oracle.com/Argus/Lot_Request/v1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.oracle.com/Argus/Lot_Request/v1.0 file:///E:/6%20%20Argus%20Interfaces/ASI%2042%20SP3/RelsysInterfaceLibrary.root/RelsysInterfaceLibrary/RelsysInt erfaceComponents/XSD/v1.0/Lot_Request.xsd" tns:Type="Request"> <tnsb:LOT_LOOKUP> <tnsb:LOT> <tnsa:LOT_NUMBER>5043AX</tnsa:LOT_NUMBER> </tnsb:LOT> </tnsb:LOT_LOOKUP> <tns:EXTENSION> <tns:CUSTOM tns:Name=ABC" tns:Metadata="DEF">GHI</tns:CUSTOM> <tns:SAFETY_MESSAGE_ELEMENT> <a:AnyElementYouLike xmlns:a="AnyNamespace">Some Data Or Other Elements</a:AnyElementYouLike> </tns:SAFETY_MESSAGE_ELEMENT> </tns:EXTENSION> </tnsb:SAFETY_MESSAGE>
Response
<?xml version="1.0" encoding="utf-8"?> <tnsb:SAFETY_MESSAGE xmlns:tns="http://www.oracle.com/Argus/Base/v1.0" xmlns:tnsa="http://www.oracle.com/Argus/ProductFamilyEntity/v1.0" xmlns:tnsb="http://www.oracle.com/Argus/Lot_Response/v1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.oracle.com/Argus/Lot_Response/v1.0 file:///E:/6%20%20Argus%20Interfaces/ASI%2042%20SP3/RelsysInterfaceLibrary.root/RelsysInterfaceLibrary/RelsysInt erfaceComponents/XSD/v1.0/Lot_Response.xsd" tns:Type="Response"> <tnsb:LOT_LOOKUP> <tnsb:LOT> <tnsa:LOT_NUMBER>5043AX1</tnsa:LOT_NUMBER> <tnsa:EXPIRATION_DATE>2010-06-07</tnsa:EXPIRATION_DATE> <tns:CUSTOM tns:Name="Thermisol" tns:Metadata="Thermisol Indicator">15</tns:CUSTOM> <tns:CUSTOM tns:Name="Albumin" tns:Metadata="Albumin Status">11.4 mg/gC </tns:CUSTOM>
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</tnsb:LOT> <tnsb:LOT> <tnsa:LOT_NUMBER>12GF5</tnsa:LOT_NUMBER> <tnsa:EXPIRATION_DATE>2014-12-15</tnsa:EXPIRATION_DATE> <tns:CUSTOM tns:Name="Thermisol" tns:Metadata="Thermisol Indicator">22</tns:CUSTOM> <tns:CUSTOM tns:Name="Albumin" tns:Metadata="Albumin Status">19.5 mg/gC </tns:CUSTOM> </tnsb:LOT> </tnsb:LOT_LOOKUP> <tns:EXTENSION> <tns:CUSTOM tns:Name="ABC" tns:Metadata="DEF">GHI</tns:CUSTOM> </tns:EXTENSION> </tnsb:SAFETY_MESSAGE>
14.8.3
Configuration
LotValidationintegrationmustbeenabledusingArgusConsole.ThiscanbedonebyopeningConsolefromArgus WebandselectingSystemConfigurationSystemManagementfromthemenu.ExpandtheCaseProcessing treebranchandselectLotNumberProcessing.SelecttheradiobuttontousewebservicesundertheUse CentralizedLotNumberValidationsection.Additionally,itisnecessarytospecifywhetherausershouldhavethe abilitytooverridethelotvalidationsystemwiththeAllowuserstoenternonconfiguredLotNumbersswitch. Thisswitchisapplicablewhenthelotvalidationservicefailsorisunabletoprovideamatchforthelotnumber. Additionally,theweb.configfileoneachwebservermusthavetheendpointwiththenameattributeof LotQueryproperlyconfigured.Ataminimum,theaddressattributemustbechanged.Optionally,depending onthebindingsemployed,thebindingConfigurationattributemayalsoneedtobechanged.The BindingConfigurationsectionmusthaveavalidbindingfortheconfiguredbindingConfigurationattribute. Theendpointconfigurationmightlooksomethinglikethis:
<endpoint address="http://remotewebservice/LotValidate.svc" binding="wsHttpBinding" bindingConfiguration="WSHttpBinding_IRelsysService_Unsecure" contract="IRelsysService" name="LotQuery">
Ifcustomdataistobepassedbackbythelotvalidationservice,thenitisalsonecessarytomodifythe LotIncomingTransform.xsltfile,locatedinthe.\ArgusWeb\ASP\Bindirectory.Thistransformationfilereadsthe CUSTOMtagspassedbackbythelotvalidationserviceandmapsthemtotheArgususerdefinedfields. TheCUSTOMtaghasaNameattribute,whichisusedbytheXSLTtoidentifytowhichArgusfieldtomap.The correspondingMetadataattributeisusedsimplytodisplayalabelinthelookupdialogifnecessary.TheXSLTfile mustbesynchronizedbetweenallwebserversinawebfarmscenario. SpecificArgusfieldsmustbeplacedwithinthexsl:attributetagsoftheXSLTinacommadelimitedform.The systemwillattempttopopulatetheeachArgusfieldspecifiedbythevalueoftheCUSTOMtags.Ifafielddoesnot exist,noexceptionisthrown.Inthisfashion,ifdifferentpagesinthecaseformhavedifferentdefinitionsforthe userdefinedfields,thesystemcanstillproperlypopulatethevaluesinthefields. ItisinadvisabletomodifyanypieceoftheXSLTfilewiththeexceptionofthepiecethatisshownintheexample below.ConsiderthewebservicereturnsaCUSTOMnodelike:
<CUSTOM Name="Albumin" Metadata="Albumin Status">19.5 mg/gC</CUSTOM>
AndtheLotIncomingTransform.xsltcontainsthesnippet:
<xsl:template match="@*" mode="CaseField"> <xsl:choose> <xsl:when test=".='Thermisol'"> <xsl:attribute name="CaseField">CASE_DOSE_REGIMENS_UD_TEXT_1,CASE_DOSE_REGIMENS_UD_TEXT_2</xsl:attribute> </xsl:when> <xsl:when test=".='Albumin'"> <xsl:attribute name="CaseField">CASE_DOSE_REGIMENS_UD_TEXT_3,CASE_DOSE_REGIMENS_UD_TEXT_4</xsl:attribute> </xsl:when> </xsl:choose> </xsl:template>
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Thenthevalueof19.5willbemappedtobothuserdefinedtextfields3and4.Ifonlyoneofthefieldsisonthe activecaseformpage,theotherfieldwillbeignored.
14.9 Worklist Intake

Thissectionprovidesinformationforintegratingwithanexternalsystemgeneratingpotentialcasedata. CASE_INTAKEisthefirstchildnodeidentifyingaworklistintakeintegration.
14.9.1
Flow of Worklist Intake
WhenanXMLfileisdroppedintheINfolderoftheconfiguredIntakefolder,Arguspicksupthefileanddoesan initialverification.IfthereareanyattachmentsspecifiedintheXML,theyandtheXMLaremovedtoaGUID createdsubfolderoftheIntermediatefolder.AlltherelevantdataisextractedfromtheXMLandstoredinthe database.Duringtheparsingandextraction,ifthereareanyerrors,theuniquefolderanditsassociatedXMLand fileattachmentsaremovedtoFailuresfolder.AfilecalledError.xmlwillbegeneratedinthatfolderwhich containsmoreinformationaboutthefailure.IfanemailaddressisconfiguredinIntake.config,anemailisalso generatedandprocessedviaAGService. Worklistsforintakearebasedonusersite.Theyarepopulatedbasedoneitherthepathinwhichtheinitialfile wasdropped(aspertheconfigurationinArgusConsolethepathisassociatedtoaspecificusersite)orbythe valueoftheSITEnodecontainedwithintheXMLitself.Ifthereisaconflict,theSITEnodevaluetakesprecedence. TheIntakerecordsthatareabsorbedintoArgusarevisibletotheArgusUserinWorklistIntakescreeninArgusor inAffiliate.TheArgususercandooneoftwooperationsontheIntakerecord. 1. AcceptWhentheuseracceptsanIntake,thecaseformbookinscreenisshownwhichwillcontain informationandattachmentsprepopulatedfromtheIntakerecord. a. b. 2. Ifuserbooksinacase,aresponseisgeneratedwhichcontainsthecaseIDandcasenumber.The attachmentdetailsandresponseXMLareplacedintheOutfolder. Ifuseraddsafollowuptoanexistingcase,asimilarresponseisgeneratedasaboveandthe responseXMLisplacedintheOUTfolder.
RejectWhentheuserrejectsanIntakerecord,aresponseisgeneratedwhichcontainstheRejection Reasonandtheattachmentdetails.ThisresponseXMLisplacedintheOUTfolder.
Similarly,aLAMusercancreatealocaleventfromanIntakerecordfromwithinAffiliate.Theflowissimilartothat mentionedabovewiththeexceptionthattheresponseXMLwouldcontaintheLocalEventNumberinsteadofthe casenumber.
14.9.2
Request
Worklist Intake Safety Message Example
<?xml version="1.0" encoding="utf-8"?> <tnsc:SAFETY_MESSAGE xmlns:tns="http://www.oracle.com/Argus/Base/v1.0" xmlns:tnsa="http://www.oracle.com/Argus/CodeListCommon/v1.0" xmlns:tnsb="http://www.oracle.com/Argus/ProductFamilyEntity/v1.0" xmlns:tnsc="http://www.oracle.com/Argus/Case_Intake/v1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" tns:Type="Request"> <tnsc:CASE_INTAKE> <tnsc:CASES> <tnsc:CASE> <tnsc:CASE_TYPE>Sponsored Trial</tnsc:CASE_TYPE> <tnsc:COUNTRY_OF_INCIDENCE>US</tnsc:COUNTRY_OF_INCIDENCE> <tnsc:EVENT_PT>Pyrexia</tnsc:EVENT_PT> <tnsc:EVENT_VERBATIM>Fever</tnsc:EVENT_VERBATIM> <tnsc:FLTH>LT</tnsc:FLTH> <tnsc:GENERIC_NAME>Cure All</tnsc:GENERIC_NAME> <tnsc:INITIAL_DATE>2001-06-07</tnsc:INITIAL_DATE> <tnsc:PRIORITY>1</tnsc:PRIORITY> <tnsc:PRODUCT_NAME>Cure All</tnsc:PRODUCT_NAME> <tnsc:REPORTER_TYPE>Health Care Professional</tnsc:REPORTER_TYPE>
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<tnsc:SITE>United States</tnsc:SITE> <tnsc:STUDY_ID>Test Study</tnsc:STUDY_ID> <tnsc:SUR>Yes</tnsc:SUR> <tnsc:ATTACHMENTS> <tnsc:ATTACHMENT> <tnsc:FILENAME>Case12345.pdf</tnsc:FILENAME> <tnsc:DOCID>001219988776655</tnsc:DOCID> <tnsc:CLASSIFICATION></tnsc:CLASSIFICATION> <tnsc:ATTACHMENT_DESC>Contains case data for 12345</tnsc:ATTACHMENT_DESC> </tnsc:ATTACHMENT> </tnsc:ATTACHMENTS > </tnsc:CASE> </tnsc:CASES> </tnsc:CASE_INTAKE> <tns:EXTENSION> <tns:CUSTOM tns:Name="ABC" tns:Metadata="DEF">GHI</tns:CUSTOM> </tns:EXTENSION> </tnsc:SAFETY_MESSAGE>
Response
<?xml version="1.0" encoding="utf-8"?> <tnse:SAFETY_MESSAGE xmlns:tns="http://www.oracle.com/Argus/Base/v1.0" xmlns:tnse="http://www.oracle.com/Argus/Case_Intake_Ack/v1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" tns:Type="Response"> <tnse:CASE_INTAKE> <tnse:CASES> <tnse:CASE> <tnse:INTAKE_DATE>09-SEP-2009 09:09:09</tnse:INTAKE_DATE> <tnse:CASE_NUMBER>2009JP000001</tnse:CASE_NUMBER> <tnse:CASE_ID>10002901</tnse:CASE_ID> <tnse:CASE_PRODUCT>Cure All</tnse:CASE_PRODUCT> <tnse:DATE_TIME>18-SEP-2009 18:18:18</tnse:DATE_TIME> <tnsc:ATTACHMENTS xmlns:tnsc="http://www.oracle.com/Argus/Case_Intake/v1.0"> <tnsc:ATTACHMENT> <tnsc:FILENAME>Case12345.pdf</tnsc:FILENAME> <tnsc:DOCID>001219988776655</tnsc:DOCID> <tnsc:CLASSIFICATION></tnsc:CLASSIFICATION> <tnsc:ATTACHMENT_DESC>Contains case data for 12345</tnsc:ATTACHMENT_DESC> </tnsc:ATTACHMENT> </tnsc:ATTACHMENTS> </tnse:CASE> </tnse:CASES> </tnse:CASE_INTAKE> <tns:EXTENSION> <tns:CUSTOM tns:Name="ABC" tns:Metadata="DEF">GHI</tns:CUSTOM> </tns:EXTENSION> </tnse:SAFETY_MESSAGE>
14.9.3
Configuration
WorklistIntakeintegrationcurrentlyemploysafiledropsystem.Thedropdirectoriesshouldbeonasharedpath. ThedirectoriescanbeoptionallyuniquetoausersiteandconfiguredassuchinConsole.Thefirststepistoset thesedirectoryreferencesupinConsoleundertheUserSitescodelist.Foreachusersite,simplyspecifythe UNCfortheIntakeFilePath(theycanallbethesameordifferent). ArgusSafetyWindowsServiceprovidesthemechanismbywhichthefilesareprocessed.Sinceanetworkresource isbeingaccessed,itisessentialthattheservicerunasadomainaccountandnotastheLocalSystemAccount (whichisthedefault).Tochangethis,stoptheArgusSafetyWindowsServicebyopeningtheServicescontrol panelanddoubleclickingtheArgusSafetyWindowsServiceandclickingtheStopbutton.NextclicktheLogOn tabandselecttheradiobuttonforThisaccount.EntervaliddomainusercredentialsandclickOK. TheserviceitselfcontainsadditionalconfigurationinformationintheRelsysWindowsService.exe.configfilelocated inthe.\ArgusWeb\ASP\Argus.NET\Bindirectory.ThisfilereferencestheIntake.configfiletoobtainconfigurations specifictoWorklistIntake.SimplyuncommentthetwoaddnodesintheRelsysConfigFilesSectionthat referencetheIntake.configfileintheirfilePathattributes.AlsoverifythattheDatabaseConfigurationsectionin thisfilehasavaliddatabaseandusercredentialswithwhichtoconnecttothedatabaseandaccessArgusdata.
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InthesamefoldertheService.configfilealsorequiressomechangestospecifyinformationabouttheassemblies neededtoprocessWorklistIntakemessages.SimilarlytotheRelsysWindowsService.configfile,uncommentthe twoaddnodeswhosenameattributesrefertoCaseIntakeandCaseIntakeAck. Onceconfigured,usetheServicescontrolpaneltorestartArgusSafetyWindowsService.Asuccessful configurationisevidentwhenfournewfoldersarethencreatedinthesharedfilepath(IN,OUT,INTERMEDIATE, andFAILURES).
14.10
Extended E2B Interface
ThissectionprovidesinformationabouttheExtendedE2BInterface.
14.10.1 E2B Mapping Updates

ThefollowingstepsinthissectionwillcreateExtensionProfileusingE2BMapping. 1. LogontoESMMappingUtility
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2.
SelecttheProfilefromthedropdownlistasshownbelow
3. ClickontheAdministratorMenuandselecttheCopyProfileoption,EntertheExtensionProfilename,Clickon SavebuttonandthenOKbutton
4. Selectthenewlycreatedprofilefromthedropdown
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5. ClickontheReceiveTabandselecttheCheckboxExtendedE2b.ClickontheSavebutton.Nowthisprofileis enabledasextendedprofile.
6. ExitfromtheESMMappingUtility.
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14.10.2 Add Extension Elements to DTD

ThefollowingstepsinthissectionwilladdtheExtensionelementintheDTDfile. 1. TaketheDTDfilecorrespondingtothebaseprofilechoseninabovesectionfrom<Relsys> \ESMService\DTDFilesfolderandmakeacopyofthatprofile.InthisexamplewewillmakeacopyofEMEA ICSRV2.1.dtdandnameittoEMEAICSRV2.1Extenson.dtd. OpenthefileEMEAICSRV2.1Extenson.dtdforEditandincludetheextensionDTDElementandadd patientethnicity_extension?underpatientasshownbelow
2.
3. 4. Scrolltotheendandincludetheextensionelement. AddtheprecedingextensionDTDElementasanIndividualentity.
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5.
AddfollowingDTDElementin<reaction>parentreactionintensity_extension?, reactionhospstartdateformat_extension?,reactionhospstartdate_extension?, reactionhospstopdateformat_extension?,reactionhospstopdate_extension?
6. Scrolltotheendandincludetheextensionelements.
7. Addtheprecedingextensionelementasindividualentityasshowninthefollowingillustration.
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8. SavetheDTDFileinsamefolderwhereallotherDTDfilesexistonESMServer.
14.10.3 Prepare Factory Data for Extension Elements

Thefollowingstepsinthissectionwillcreateafactorydataforextensionelements.Thefactorydataisrequiredfor importofextensionXML. 1. CFG_E2B:ThistablekeepsthedetailsofalltheE2BelementspresentinalltheE2Bprofiles.Followingarethe fieldsdescription a. b. Profile(PROFILE):Thisisanalphanumericfield.Itisnameoftheprofiletowhichextensionelementswillbe added. DTDElement(DTD_ELEMENT):Thisisanalphanumericfield.Itisthenameoftheextensionelement.This shouldalwaysendwithtext_EXTENSION.Thenamemaycontain[az],[AZ],[09]oranunderscore characters.ThisshallbesameasthenameoftheextensionelementspecifiedintheDTDfile. HierarchyLevel(HIE_LEVEL):Thisisanumericfield.ThisnumbershallbethesameasthatoftheotherDTD elementsunderthesameparentelement. DTDLength(DTD_LENGTH):Thisisanumericfield.Thisisthemaximumallowedlengthfortheextension elementvalue. Mandatory(MANDATORY):Thisisanalphanumericfield.Iftheextensionelementismandatorythenthe valueofthisfieldshallbeMandifitismandatoryoptionalthenitshallbeMOelseleaveitblank. OrderofExecution(ORDER_OF_EXECUTION):Thisisanumericfield.ItidentifiestheorderofanE2B elementwhilebuildingtheE2Breport.ThisnumbershallbeinbetweentheORDER_OF_EXECUTIONvalues oftheE2Belementsbetweenwhichtheextensionelementistobeplaced.E.g.ifthenewextension elementPATIENTETHNICITY_EXTENSIONistobeplacedbetweenPATIENTHEIGHTandPATIENTSEXwhich haveORDER_OF_EXECUTIONas116and117,thenthevalueofORDER_OF_EXECUTIONforthenew extensionfieldcanbeanythinglike116.1,116.2,etc. AssociationElement(AE_SELECT_STMT_ELEMENT_ASSOC):Thisisanalphanumericfield.Itisthenameof thatelementwhichcontainsthetransmissionmappingSQLofthiselement.Generally,itshallbesameas theParentElement. ColumnPosition(AE_SELECT_STMT_COL_POSITION):Thisisanumericfield.Thisisthepositionofthe elementinthetransmissionmappingSQLquerywhichisspecifiedwiththeAssociationelement.E.g.Ifthe
c. d. e. f.
g.
h.
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SQLwiththeassociationelementhas10fields/columnsintheSELECTstatement,andthecurrentE2B elementmapstothefourthfield/column,thenthevalueofthisfieldshallbesetto4. i. Parentelement(PARENT_ELEMENT):Thisisanalphanumericfield.ItidentifiesthenameoftheparentE2B elementintheE2BXMLhierarchystructure.ItshallbesamethevaluespecifiedfortheotherpeerE2B elements. DataElement(DATA_ELEMENT):Thisisanalphanumericfield.Thisisthereferencenumberofthe elementspecifiedbyICHlikeA.1.2forOCCURCOUNTRY,B.1.1forPATIENTINITIAL,etc.Thisfieldcanbe emptyforextensionelements.Butifpreferredendusercanspecifyanyvalueforthisfield. AECaseFormGUI(AE_CASE_FORM_GUI):Thisisanalphanumericfield.ThisfieldshallspecifytheCase FormGUIlocationofthefieldtowhichtheE2Belementismappedintheformat?<TabName><Section Name><FieldName>.E.g.PatientTabPatientDetailsEthnicity. Title(DTD_ELEMENT_TITLE):Thisisanalphanumericfield.Thisfieldspecifiesthedisplaytitleforthe extensionelemente.g.Ethnicity.ThistitleshowsupindecodedviewscreeninE2Bviewer
j.
k.
l.
m. ElementType(DTD_ELEMENT_TYPE):Thisisanumericfield.ItcontainstypeoftheE2Belementas describedinCFG_DTD_ELEMENT_TYPEtable. i. ii. Other E2BCode
iii. Country iv. TimePeriodUnit v. Yes/No
vi. DateFormat vii. Date viii. MedDRAVersion ix. MedDRATerm/Code 2. FactoryDataforCFG_E2Btable.Createa.ctlfileandusesqlloaderutilitytoloadthefactorydatainCFG_E2B table.Thistableholdstheextensionelementsdefinition,importbusinesslogic,mandatory,orderofexecution etc.
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3.
BelowisthesampleoffactorydataforCFG_E2Btable
4. LM_ESM_ARGUS_MAPPING:ThistableisusedformappingtheE2BelementswiththeCaseFormfieldduring E2BImport.ThistableisnotusedduringE2Btransmissionprocess a. DTDElement(DTD_ELEMENT):Thisisanalphanumericfield.Itisthenameoftheextensionelementas specifiedinCFG_E2Btable.Thisshouldalwaysendwithtext_EXTENSION.Thenamemaycontain[az], [AZ],[09]oranunderscorecharacters.Thisshallbesameasthenameoftheextensionelementspecified intheDTDfile FieldID(FIELD_ID):Thisisanumericfield.ItshallcontaintheCMN_FIELDS.FIELD_IDvalueoftheCaseForm fieldwhichshallbepopulatedorupdatedfortheextensionelementduringE2BImport.
b. 5.
FactorydataforLM_ESM_ARGUS_MAPPINGtable.Createa.ctlfileandusesqlloaderutilitytoloadthefactory datainLM_ESM_ARGUS_MAPPINGtable.ThistableholdsthemappingfromDTDelementstoArguscaseform fields.
6. BelowisthesampleoffactorydataforLM_ESM_ARGUS_MAPPINGtable
7. UpdatetheExtensionDTDFileNameintheCFG_PROFILEtable,byrunningfollowingSQL[UPDATEcfg_profile SETprofile_dtd=<ExtensionDTDFile>WHEREprofile=<ExtensionProfile>]
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14.10.4 Create Business Logic for Extension Elements

ThefollowingstepsinthissectionwillcreateanimportbusinesslogicasaPL/SQLblockforeachextension elementsusingE2BMapping. 1. LogontotheESMMappingUtility.
2. Selecttheextensionprofilefromthedropdownlist.
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3.
ClickontheReceiveTabandselecttheextensionelementandwritetheimportbusinesslogicasaPL/SQL blockandclickonthesavebuttontosavethePLSQLblock.
4. ExitfromtheESMMappingUtilityaftercompletingthebusinesslogic.
14.10.5 Configure Reporting Destination for Extension Profile

ThefollowingstepsinthissectionwillconfiguretheextensionprofileinReportingDestinationusingArgus Console. 1. LogontoArgusSafety
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2.
OpentheConsoleandclickontheCodeList|ReportingDestination
3. SelecttheagencynametomodifyandclickontheEDItab.
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4.
SelecttheextensionprofilefromthemessageprofiledropdownExample:EXTENDEDE2BPROFILE
5. EntertheextensionDTDfilewithfullpathintoURLofMessageDTDfieldExample:C:\Program Files\Relsys\ESMService\DTD\EMEAICSRV2.1Extenson.dtd Note:ThisfieldisusedonlyfortransmissionofE2Bextensionforimportthisfieldisnotused,sincetheDTD pathisalreadyembeddedintheE2Bfile.
6. ClickontheSavebuttontosavethechanges.ArgusisconfiguredforE2Bextensionforselectedagency.
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14.10.6 Extension Elements Sample XML

<patient> <patientinitial>TMS</patientinitial> <patientonsetage>66</patientonsetage> <patientonsetageunit>801</patientonsetageunit> <patientsex>1</patientsex> <patientethnicity_extension>Asian</patientethnicity_extension> <reaction> <primarysourcereaction>fever</primarysourcereaction> <reactionmeddraversionllt>10.1</reactionmeddraversionllt> <reactionmeddrallt>10016558</reactionmeddrallt> <reactionmeddraversionpt>10.1</reactionmeddraversionpt> <reactionmeddrapt>Pyrexia</reactionmeddrapt> <reactionintensity_extension>Mild</reactionintensity_extension> <reactionhospstartdateformat_extension>102</reactionhospstartdateformat_extension> <reactionhospstartdate_extension>20090117</reactionhospstartdate_extension> <reactionhospstopdateformat_extension>102</reactionhospstopdateformat_extension> <reactionhospstopdate_extension>20090123</reactionhospstopdate_extension> </reaction> </patient>
14.10.7 Extension Elements Sample Import PL/SQL Block

DECLARE v_xml varchar2(32767); l_ethnicity_id number; l_return number := 0; BEGIN v_xml := ESM_IMP.F_READ_EXTENSION(:REPORT_ID,:DTD_ELEMENT); if v_xml is not null then l_ethnicity_id := ESM_IMP_UTL.f_get_id_from_value('LM_ETHNICITY','ETHNICITY',v_xml,'ETHNICITY_ID'); if l_ethnicity_id > 0 then l_return := ESM_IMP.F_WRITE(:REPORT_ID,:PARENT_ELEMENT,:DTD_ELEMENT,:PROFILE,'CASE_PAT_INFO','ETHNICITY_ID',l _ethnicity_id); end if; end if; END;
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Notes and Comments

Pleaseusethispagetorecordanyrelevantinformation.
PAGE384
15 APPENDIX
15.1 Third Party Attributions
AdobeAcrobat TheArgusSafetymoduleinrequirestheuseofAdobeAcrobatsoftware.Beforeinstallingthis application,youmustpurchaseandinstallAdobeAcrobat. Important:OracledoesnotshiptheAdobeAcrobatlicensesalongwiththeseproducts.Youmust purchasetheAdobeAcrobatlicensedirectlyfromAdobeortherecognizedresellers. AxwaySynchronyGateway TheArgusSafetymoduleinrequirestheuseofAxwaySynchronyGatewaysoftware.Before installingthisapplication,youmustpurchaseandinstallAxwaySynchronyGateway. Important:OracledoesnotshiptheAxwaySynchronyGatewaylicensesalongwiththese products.YoumustpurchasetheAxwaySynchronyGatewaylicensedirectlyfromAxwayorthe recognizedresellers. EMCDocumentum TheArgusSafetymodulemayoptionallyuseEMCDocumentumsoftware.WhenusingEMC Documentum,beforeinstallingthisapplication,youmustpurchaseandinstallEMC Documentum. Important:OracledoesnotshiptheEMCDocumentumlicensesalongwiththeseproducts.You mustpurchasetheEMCDocumentumlicensedirectlyfromEMCortherecognizedresellers. MedDRAMSSO TheArgusSafetymodulemayoptionallyuseMedDRAMSSOdata.WhenusingMedDRAMSSO, beforeinstallingthisapplication,youmustpurchasealicensetouseMedDRAMSSO. Important:OracledoesnotshiptheMedDRAMSSOlicensesalongwiththeseproducts.You mustpurchasetheMedDRAMSSOlicensedirectlyfromNorthropGrummanortherecognized resellers. MicrosoftOffice TheArgusSafetymoduleinrequirestheuseofMicrosoftOfficesoftware.Beforeinstallingthis application,youmustpurchaseandinstallMicrosoftOffice. Important:OracledoesnotshiptheMicrosoftOfficelicensesalongwiththeseproducts.You mustpurchasetheMicrosoftOfficelicensedirectlyfromMicrosoftortherecognizedresellers. CaptarisRightFax TheArgusSafetymodulemayoptionallyuseCaptarisRightFaxsoftware.WhenusingCaptaris RightFax,beforeinstallingthisapplication,youmustpurchaseandinstallCaptarisRightFax.
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CHAPTER15:APPENDIX
Important:OracledoesnotshiptheCaptarisRightFaxlicensesalongwiththeseproducts.You mustpurchasetheCaptarisRightFaxlicensedirectlyfromCaptarisortherecognizedresellers. WHODrugDictionary TheArgusSafetymodulemayoptionallyuseWHODrugDictionarydata.WhenusingWHODrug Dictionary,beforeinstallingthisapplication,youmustpurchasealicensetouseWHODrug Dictionary. Important:OracledoesnotshiptheWHODrugDictionarylicensesalongwiththeseproducts. YoumustpurchasetheWHODrugDictionarylicensedirectlyfromtheWorldHealthOrganization ortherecognizedresellers.
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Oracle Argus Safety

Installation Guide Version 5.1

1.2.1 1.2.2 1.2.3

1.3.1 1.3.2 1.3.3 1.4 1.5

1.5.1 1.5.2 1.5.3 1.6

3.2.1 3.2.2 3.2.3 3.3

3.4.1 3.4.2 3.4.3 3.4.4 3.5 3.6

3.6.1 3.6.2 3.7 3.8

3.8.1 3.8.2 3.9

3.9.1 3.9.2 3.9.3 3.10 3.11

3.11.1 3.11.2 3.12

5 INSTALLING ARGUS SAFETY SERVICE ....................................................................... 125

StartingArgusSafetyService................................................................................................................... 132 SettingupRightFax.................................................................................................................................. 135

6.6.1 6.6.2 6.6.3 6.7 6.8

6.8.1 6.8.2 6.9 6.10 6.11 6.12

7.2.1 7.3 7.4

AccessingEDIGatewaySharedFolders .................................................................................................... 217 ConfiguringtheInterchangeService.INIFile............................................................................................ 217

8.2.1 8.2.2 8.3

8.3.1 8.3.2 8.4 8.5 8.6

8.6.1 8.6.2 8.7 8.8

9.2.1 9.2.2 9.2.3 9.3

9.3.1 9.3.2 9.3.3

10.3.1 10.3.2 10.3.3 10.4

10.4.1 10.4.2 10.4.3

13.4.1 13.4.2 13.4.3 13.5 13.6 13.7

14.5.1 14.5.2 14.5.3 14.6 14.7

14.7.1 14.7.2 14.7.3 14.8

14.8.1 14.8.2 14.8.3 14.9

15 APPENDIX ........................................................................................................ 385 15.1 ThirdPartyAttributions........................................................................................................................... 385

ABOUT THIS DOCUMENT

Thisiconidentifiesinformationyoushouldbeawareofbeforeproceeding withthecurrenttask. Thisiconidentifiesinformationthatisvitaltoensuringaccurate, reliable,orsafesystembehavior.

UPPERCASETEXT Uppercasetextidentifieskeyboardkeys.Forexample,SHIFT,ENTER,CTRL,etc. BoldUnderline InitialCapitals Identifiesalinkindicatingthatadditionalinformationisavailable. Initialcapitalsareusedtoidentifymodules,applications,propernouns,etc.

1.1 General Installation and Software Requirements

ArgusSafetyDatabaseServer ArgusSafetyWebServer ArgusSafetyReportServer ArgusTransactionServer ArgusSafetyWebClient ArgusSafetyDossierWebClient ArgusInterchangeTransactionServer WindowsServer2003PhysicalMemoryLimits

1.2 Pre-Requisite Installation Order

1.2.1 Argus Safety Database Server Installation Requirements

1.2.1.1 Oracle Considerations YoucaninstallOracleonanyoperatingsystemthatsupportsthefollowingOracleStandard/Enterpriseversions: Version10.2.0.3 Version11.1.0.6.0

1.2.2 Argus Safety Web Server Installation Requirements

1.2.3 Argus Safety Report Server Installation Requirements

Table13ArgusSafetyReportServerRequirements Requirement Type

Argus Transaction Server Installation Requirements

1.2.4 Argus Interchange Server Requirements

1.2.5 Argus Safety Web Client Installation Requirements

1.2.6 Argus Safety Dossier Web Client Installation Requirements

IftheWeb/ReportServerhasWord2007installed,theusercanuploadWorddocumentsin both.doc(2003)and.docx(2007)formats. IfWeb/ReportServerhasWord2003installed,theusercanonlyuploadWorddocumentsin .doc(2003)format.

1.2.7 Windows Server 2003: Physical Memory Limits

1.3 Argus Safety Hardware Topology

1.3.1 Recommended Hardware Topology for a Small Company

1.3.2 Recommended Hardware Topology for a Mid-sized Company

1.3.3 Recommended Hardware Topology for a Large Company

1.4 General Pre-Installation Tasks

1.5 Configuration Tasks

1.5.1 Setting up E-mail Integration

1.5.2 Setting Printer Defaults

1.5.3 Adding the Argus Site as a Trusted Site

TypetheArgussiteURLinthe Addthiswebsitetothezone field.

Notethatthenewlyaddedsite displaysintheWebsites field.

1.6 Installation Process Overview

10. ConfiguretheInterchangeService 11. InstallandConfigureCyclone 12. MaintainInstallation

Notes and Comments

2 STARTING THE INSTALLATION

2.1 Getting Started

IfTerminalServicesareenabledonWindows2003,usetheAddorRemoveProgramsutilityinthe ControlPaneltoinstallArgusSafetySolutioncomponents.GotoControlPanel>AddorRemove Programs>AddNewPrograms,opentheLaunch.exeinyourlocaldirectory.

2.2 Installing Argus on Citrix