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Installation Guide

Convoy/DM

3.7.2

WINDOWS 2000 and NT

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DOCUMENT ID: DC36368-01-0372-01

LAST REVISED: January 2004

Copyright 2001-2004 by Sybase, Inc. All rights reserved.

This publication pertains to Sybase software and to any subsequent release until otherwise indicated in new editions or technical notes.Information in this document is subject to change without notice. The software described herein is furnished under a license agreement,and it may be used or copied only in accordance with the terms of that agreement.

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Contents

Installation Guide ii

About This Book ............................................................................................................................ v

CHAPTER 1 Borland Database Engine (BDE) Setup......................................... 1Installing BDE................................................................................... 1Manual BDE configuration ............................................................... 2

CHAPTER 2 Convoy/DM Installation .................................................................. 7Preparing for a Windows installation................................................ 7

Required software ..................................................................... 7Verifying the database environment.......................................... 8Uninstalling previous releases................................................. 10

Installing Convoy/DM ..................................................................... 10

CHAPTER 3 Convoy/DM Database Setup ........................................................ 13Overview ........................................................................................ 13

Before you begin ..................................................................... 13Starting DB_Installer ............................................................... 14

Automatic setup steps.................................................................... 15Create a BDE alias.................................................................. 15Informix and DB2 setup........................................................... 16Database login information...................................................... 17SQL Scripts ............................................................................. 20Database populate .................................................................. 23Convoy/DM reports ................................................................. 23

Manual setup steps ........................................................................ 24Convoy/DM setup.................................................................... 25

Informix and DB2 setup........................................................... 25Convoy/DM database login steps............................................ 26Informix database install instructions ...................................... 26DB2 database install instructions ............................................ 26Specify the parameters for your database environment.......... 27SQL Scripts ............................................................................. 29Convoy/DM reports ................................................................. 30

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Contents

iv Convoy/DM

CHAPTER 4 Loading PeopleSoft Metadata ...................................................... 31Extracting Metadata from PeopleSoft ............................................ 31

The #include File - ccenv.inc................................................... 31Extract SQR - CSPSEX.SQR.................................................. 32

Executing the SQR.................................................................. 32Files produced......................................................................... 33Loading PeopleSoft metadata into Convoy/DM ............................. 33

CHAPTER 5 Additional Workstations ............................................................... 35Setting up additional workstations.................................................. 35

APPENDIX A File Server Install of Convoy/DM.................................................. 37File server installation .................................................................... 37

Index ............................................................................................................................................. 39

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vi Convoy/DM

Appendix A, File Server Install of Convoy/DM, provides informationon installing Convoy/DM client on a file server.

Integration ServerSupport

Convoy/DM is compatible with the following integration servers:

e-Biz Integrator, release 2.1, 3.1 and 3.1.1 New Era of Networks Rules and Formatter, release 5.1

e-Biz 2000, release 3.3

New Era of Networks Rules, Formatter, and Messaging, release 4.1.1

MQSeries Integrator, version 1.1, 2 and 2.0.2

Supported Platforms Table 1: Server

Disk Space andMemory

Requirements

Installation Media: CD-ROM

HardwareRequirements

Disk space: 75 MB for Convoy/DM database installation

50 MB for Convoy/DM executables

Memory: 256 MB

Convoy/DMDocumentation Set

This section describes the documentation available for Convoy/DM.

Cross-Platform Documentation The Convoy/DM documentation setincludes:

Installation Guide

User Guide

Operating System DBMS CompilerWindows NT 4.0 (Service

Pack 5)

MS SQL Server 7

Oracle 8i Enterprise EditionRelease 8.0.6 or 8.1.5

DB2 6.1

Microsoft

Version 6.0 C++

Windows 2000 Professional MS SQL Server 7

Oracle 8i Enterprise Edition

Release 8.0.6 or 8.1.5

DB2 6.1

MicrosoftVersion 6.0 C++

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About This Book

Installation Guide vi

Related Documentation Related documentation is available from New Eraof Networks, Inc., Sybase, and IBM. Refer to other documentation from eachof these companies for more detail about use of applications relevant to thisproduct. To access the Technical Library Product Manuals Web site, go to

Product Manuals at http://www.sybase.com/support/manuals .DocumentConventions

The following document conventions are used in this guide.

Other sources ofinformation

Use the Sybase Getting Started CD, the Sybase Technical Library CD and theTechnical Library Product Manuals Web site to learn more about your product:

The Getting Started CD contains release bulletins and installation guidesin PDF format, and may also contain other documents or updatedinformation not included on the Technical Library CD. It is included withyour software. To read or print documents on the Getting Started CD youneed Adobe Acrobat Reader (downloadable at no charge from the AdobeWeb site, using a link provided on the CD).

The Technical Library CD contains product manuals and is included with

your software. The DynaText reader (included on the Technical LibraryCD) allows you to access technical information about your product in aneasy-to-use format.

Refer to the Technical Library Installation Guide in your documentationpackage for instructions on installing and starting the Technical Library.

The Technical Library Product Manuals Web site is an HTML version of the Technical Library CD that you can access using a standard Webbrowser. In addition to product manuals, you will find links toEBFs/Updates, Technical Documents, Case Management, Solved Cases,newsgroups, and the Sybase Developer Network.

To access the Technical Library Product Manuals Web site, go to ProductManuals at http://www.sybase.com/support/manuals/ .

Sybase certificationson the Web

Technical documentation at the Sybase Web site is updated frequently.

Text Convention Examplecode courier

command line display courier The message successfullyparsed.

command line entry courier bold NNFAD-t

command line prompt courier Enter the input file name:

book names italic User Guide

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Installation Guide 1

C H A P T E R 1 Borland Database Engine (BDE)Setup

Before installing Convoy/DM on Windows, you must install andconfigure the third-party software, Borland Database Engine (BDE).

This chapter includes the following information:

Note If you are upgrading from Convoy/DM 3.5, it is not necessary toperform the steps provided in this chapter. Proceed to Chapter 2,Convoy/DM Installation to begin the Convoy/DM installation process.

Installing BDEIf you are not upgrading your Convoy/DM 3.5 software, perform thefollowing steps to install the Borland Database Engine:

1 Insert the CD-ROM into the CD-ROM drive of your Windowsmachine. If your Windows machine is configured to autorun from theCD-ROM, InstallShield Wizard automatically starts. Exit from theinstall and run setup.exe located in the Bde50 folder on theConvoy/DM install CD-ROM.

2 The Borland Database Engine Setup Welcome screen appears. Click Next.

Topic PageInstalling BDE 1

Manual BDE configuration 2

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Manual BDE configuration

2 Convoy/DM

3 The Start Copying Files screen appears. Click Next to begin BDEinstallation.

Note The third-party BDE software is copied into the following target

directory:C:\Program Files\Common Files\Borland Shared\BDE .

4 When the files have completed copying, the Setup Complete screenappears. Click Finish to complete the installation process.

Manual BDE configurationThe BDE is configured automatically during installation, perform thefollowing steps if there is a need to the manually configure the BDE:

1 Launch the BDE Administrator utility located in Start|Settings|ControlPanel.

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CHAPTER 1 Borland Database Engine (BDE) Setup


2 Select the Configuration tab, then select Drivers | Native. The BDEAdministrator window is shown with the following parameters:.

3 Verify the following parameters for your specific database:

Driver: SYBASE

DLL32: SQLSSC32.DLL

Driver: DB2

DLL32: SQLDB232.DLL DLL32: SQLDBV5.DLL

Driver: INFORMIX

DLL32: SQLINF32.DLL

Driver: MSSQL

DLL32: SQLMSS32.DLL

Driver: ORACLE

DLL32: SQLORA32.DLL

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4 Convoy/DM

VENDOR INIT: ORANT71.DLL for Windows NT VENDOR INIT: ORA73.DLL for Windows 95/98VENDOR INIT: ORA803.DLL for Windows NT/95/98 ORACLE 803

ORA804.DLL for Windows NT/95/98 ORACLE 804ORA805.DLL for Windows NT/95/98 ORACLE 805OCI.DLL for Windows NT/95/98 ORACLE 8.1.n

4 Click on the Database tab and the following window is shown.

5 Select: Object | New to bring up the New Database Alias window..

6 Select your database driver from the drop down menu, and click OK.

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CHAPTER 1 Borland Database Engine (BDE) Setup


7 Enter a name for this Database Alias. (for example, CONVOY_ORACLE .

8 Set the parameters for Server Name or DSN.

For SYBASE, MS SQL, INFORMIX:

Set the Server Name, Database Name and User Name.

1 Select Object | Apply to make sure the changes are saved in theconfiguration file.

2 Select Object | Close to exit the BDE Administrator utility.

For Oracle:

The Server Name must be the same as the Oracle Alias defined in SQL NETEZ Configuration program. The Net Protocol must be TNS and set the UserName.



For DB2:

1 Enter the DB2 DSN Name for your system and set the User Name.



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6 Convoy/DM

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C H A P T E R 2 Convoy/DM Installation

This chapter describes how to prepare for and run an installation onWindows NT or Windows 2000. It includes the installation of allcomponents, including database components.

The installation process includes the following steps:

Preparing for a Windows installationThis section presents the steps you should take before you run theinstallation procedure:

Note Review the printed readme.txt document included with this package

for any last-minute updates to this Installation Guide. A soft copy of thisreadme.txt file is located in the nnsy/books directory.

Required softwareThe following software is required on the server:

Windows operating system

DBMS server database application

Complier, if you plan to write any of your own code

Topic PagePreparing for a Windows installation 7

Installing Convoy/DM 10

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CHAPTER 2 Convoy/DM Installation


Installation of the database software, including configuring the SQLServer with a case sensitive sort order.

Setting of database environment variables according to the DBMSsoftware manufacturer instructions.

Confirm the following:

Database server is running in the target environment.

Connection can be made to the database server using interactive querytools, such as Query Analyzer or ISQL.

Determine the following values for use during the database setup:

Database server name

System Administrator ( sa ) userid

System Administrator ( sa) password

On OracleNew Era of Networks installation procedures assume that the following arecomplete:

Installation of the database software.

Setting of database environment variables according to the DBMSsoftware manufacturer instructions.



Determine the following values for use during the database setup:

Database server name

Sys userid

Password for Sys userid

On DB2New Era of Networks installation procedures assume that the following arecomplete:

Installation of the database software.

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Installing Convoy/DM

10 Convoy/DM

Setting of the database environment variables according to the DBMSsoftware manufacturer instructions.

Creation of an operating system group called NNSYGRP that resides onthe DB2 server machine.

Creation of a user account that was added to the NNSYGRP and willbecome the New Era of Networks database object owner.



Connection can be made to the database server using the interactive querytool, DB2 CLP .

You are currently logged in as the DB2 instance owner on the machinefrom which you will run the installation.

Uninstalling previous releasesIf you currently have a previous release of Convoy/DM installed, you maywant to uninstall that version before installing the current release. Installationof the current release does not overwrite the previous installation and does notaffect any files you may have added.

Installing Convoy/DMInstalling Convoy/DM involves installing the necessary files and scripts thatare required for creating adapters for use in coordination with coreinfrastructure. Once installed, Convoy/DM can be used against a format andrules repository.

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CHAPTER 2 Convoy/DM Installation


To install Convoy/DM using the InstallShield Wizard

1 Insert the CD-ROM into the CD-ROM drive of your Windows machine.If your Windows machine is configured to autorun from the CD-ROM,InstallShield Wizard automatically starts.

Note If InstallShield Wizard does not automatically start, open theWindows NT explorer, select the CD-ROM drive, open the n0cvy371_3 folder on the CD and double click setup.exe .

2 Click Next on the New Era of Networks Components Installer Welcomewindow to initiate the installation process.

The New Era of Networks Components window appears for componentselection.

3 Click Select All, if all components are not already selected.The documentation for each applicable component is included in theinstallation for that component.

Click Next.

4 The Setup Type window appears for each component being installed. Theoptions are:

Typical install for all components.

Customize selected component installs.

The default and preferred method to install the full Convoy/DM group of packages is Typical.

Click Next to begin the installation of all components of Convoy/DM.

5 The Select Components Program folder appears for identification of theStart menus program folder. It is suggested that all New Era of Networksproducts appear under the default folder:

New Era of Networks

Click Next to accept the default folder name.

6 Click Next on the Select Components Root Path window to accept thedefault location for the installation of Convoy/DM and its dependencies.

C:\nnsy

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Installing Convoy/DM

12 Convoy/DM

This is the default location for all New Era of Networks products.

Note All New Era of Networks products should be installed in the samedirectory.

7 Respond to the following window prompts if you are performing aCustomized Install.

a The Setup window appears for each component being installed. Theoptions are:

Typical installing all the required parts of the component.

Custom allowing the user to decide what parts of thecomponent to install.

The default and preferred method is Typical. Click Next to begin the

installation of that component.b Click Next to accept the selected setup type for each component when

the window appears.

8 When the Setup Complete window appears, click Finish.

9 The software is now installed in the specified installation directory. TheConvoy/DM software is now installed in the C:\nnsy\ directory.

The C:\nnsy\ directory should contain the following subdirectories:

Table 2-1: C:\nnsy\

The C:\nnsy\ConvoyDM directory should contain the followingsubdirectories:

Table 2-2: C:\nnsy\ConvoyDM

Subdirectory Description Bde50\ BDE setup executable Books\ user documentationConvoyDM\ setup program for Convoy/DM database

Subdirectory Descriptionbin\ executable and shared libraries for New Era of Networks

products

DB_Installer\ setup program for Convoy/DM databaseSupport\ Convoy/DM scripts and include files.Utils\ utilities not supported by New Era of Networks

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C H A P T E R 3 Convoy/DM Database Setup

This chapter describes how to start and use the Convoy/DM databaseinstaller.

OverviewThe Convoy/DM DB_Installer is used to:

Build the Convoy/DM database

Oracle users must have pre-existing instance.

Populate the Convoy/DM database with initial data

Register the softwareThis procedure is done once by the database administrator.

This chapter takes you through each screen of DB_Installer and explainthe options available particular to your specific database environment.

Before you beginBefore starting DB_Installer , verify that:

You have DBA privileges to access your database. You can connect to your database using the appropriate client tool,

such as, Oracle SQL*Plus.

The BDE Administrator, installed with the Convoy/DM clientsoftware, appears in the Control Panel.

Topic PageOverview 13

Automatic setup steps 15

Manual setup steps 24

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Overview

14 Convoy/DM

Starting DB_Installer To start DB_Installer, run CDM30su.exe located in theC:\nnsy\ConvoyDM\DB_Installer directory. The Welcome screen appears.

Figure 3-1: Welcome Screen

The Welcome screen prompts you to select the type of setup you wish to run:

Automatic Select this option if this is the first time you are setting up the

database. Click Next to proceed to the Database Type Screen. Manual Select this option if you have run Convoy/DM Setup before and

wish to change settings or complete the set up. Click Next to open ConvoyD/M Setup to choose setup option.

Note DB2 and Informix require Manual mode install. Refer to Manualsetup steps on page 24 , for manual setup instructions.

Button Options Next to proceed as determined by the setup type.

Back to return to the previous screen of DB_Installer.

Exit to cancel the DB_Installer program. Any changes you made aresaved and appear the next time you run DB_Installer.

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CHAPTER 3 Convoy/DM Database Setup


Automatic setup stepsSelect your database from the pull-down menu provided. Convoy/DM supportsSybase, Oracle, MS SQL, Informix, and DB2. If your database is on UNIX,

check the appropriate box.Figure 3-2: Database Type Screen

Create a BDE aliasThis screen is used to set up the Inprise Database Engine (BDE). For mostdatabases you are asked to provide the following:

Alias Name An alias for the BDE, such as Convoy.

Server Name Server name, such as the name of the RDBMS server orappropriate database alias such as the aliases used by Oracle TNS names)

If you are using Oracle, you also need to indicate which Oracle DLLs are

present on your workstation by using the pulldown menu, or by entering it inthe edit box.

Note Please refer to Chapter 1, Borland Database Engine (BDE) Setup, forthe correct DLL for each version of Oracle.

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Once you have completed the steps for installing under Informix or DB2, asdescribed in the Installation Wizard, click DB Populate followed by LoadReports.

Note For DB2 client Version 5, you need to execute the Setup.exe located onthe Convoy CD under the subdirectory BDE50 . An Install Wizard leads youthrough the screens from the Select Components screen, select the option toInstall in place over existing files. In the second Select Componentsscreen, select the DB/2 V5 component.

Database login information

You must enter the database administrator login name and password for yourdatabase server. The initial Convoy/DM user must be created with all databaserights. Click Next to proceed and specify the parameters for your databaseenvironment.

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Automatic setup steps

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Figure 3-4: Database Login Screen

Specify the parameters for your database environmentYou must provide the following information on your database in order topopulate the database. The Use Default button populates these fields with thestandard settings, which you can edit to your environment.

MSSQL and Sybase DescriptionConvoy/DM Database Name Name of the Convoy/DM database

Convoy/DM Login Login for the Convoy/DM database

Convoy/DM User Group User group for the Convoy/DM database

Convoy/DM Login Password Password for the Convoy/DM database

Convoy/DM User Convoy/DM username

Data Device Device allocated to the Convoy/DM database

Data Size Size allocated to the Convoy/DM database

Data Filename Filename for the Convoy/DM database

Log Device Log device for the Convoy/DM database

Log Size Size of the log file for the Convoy/DM databaseLog Filename Filename for the log for the Convoy/DM database

Device File Path Pathname for the Convoy/DM database

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Oracle DescriptionConvoy/DM DB Name Name of the Convoy/DM database

Convoy/DM User Name User Name for the Convoy/DM database

Convoy/DM User Password Password for the Convoy/DM database defaulted toCONVOY

Data Tablespace Tablespace to contain the Convoy/DM database

Size Size allocated to the Convoy/DM database

Data Filename Pathname for the Convoy/DM database

Index Tablespace Tablespace to contain the Index of the Convoy/DMdatabase

Size Size allocated to the Index of the Convoy/DMdatabase

Index Filename Filename for the Index of Convoy/DM database

Device File Path Pathname for the file for the Index of theConvoy/DM database.

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20 Convoy/DM

Figure 3-5: Database Parameters Entry Screen

SQL ScriptsYou must run four SQL scripts. Once each is completed, the next appears in thelist and you have to select it to run. The SQL generated by DB_Installer depends on information entered in the previous screen. Sybase recommends

that you save a copy of the SQL using Save SQL, or print it out using Print SQLfor reference. The original scripts, which use variable information, may befound in the appropriate database subdirectory of DB_Installer (such as

DB_Installer\Sybase ).

The four scripts perform the following tasks:

Create the Convoy/DM database.

Create the Convoy/DM database user.

Create the tables for the Convoy/DM database.

Add constraints, such as foreign keys, to the Convoy/DM database.Click Run SQL to run the selected SQL script. If one script fails, you are notallowed to proceed to the next script. Once all four scripts have beencompleted, you may proceed to the next screen.

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Figure 3-6: SQL Scripts: create DB & devices

For Oracle database installs, this script needs to be edited to reflect the nameof the your Temporary table.

Figure 3-7: SQL Scripts: Create user screen

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22 Convoy/DM

Figure 3-8: SQL Scripts: Create tables screen

Figure 3-9: SQL Scripts: Create constraints

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Database populateDB Populate populates the Convoy/DM tables with default data. After you click Next on the above Create Constraints screen, the following screen appears.

Figure 3-10: Database Table Population screen

Click Next and the Convoy/DM Reports screen appears.

Convoy/DM reportsConvoy/DM reports can be selected and loaded into the database. Select anycombination by clicking on the box appearing to the left of the report namelisted in the Convoy/DM Reports screen. You can also choose all reports orclear the selections using Select All and Deselect All, respectively. The reportsare listed in Figure 3-11 , Convoy/DM Reports screen.

Click Load Reports when finished. If one script fails, you are not allowed toproceed to the next script. After all selected reports are loaded, you may

proceed to the next screen.
http://-/?-http://-/?-

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Manual setup steps

24 Convoy/DM

Figure 3-11: Convoy/DM Reports screen

Click Next to complete Convoy/DM setup.

Manual setup stepsIf you select Manual as the setup type, the Convoy/DM Setup screen isdisplayed.

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Figure 3-12: Convoy/DM manual setup screen

Convoy/DM setup1 Select the Database Type from the pull down menu.

2 Select the option you wish to complete; only one can be chosen.

Create BDE alias to create the Borland Database Engine alias.Clicking Next opens the Create BDE Alias screen.

SQL Scripts to specify run the SQL scripts. Clicking Next opens theSpecify the Parameters for your Database Environment screen.

DB Populate to load data into the Convoy/DM database. ClickingNext opens the Convoy/DM Database Login screen.

Load Reports to select the reports to be loaded.

Informix and DB2 setupIf you have completed the steps for installing under Informix or DB2, asdescribed in the Installation Wizard, click Next on DB Populate and LoadReports.

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Manual setup steps

26 Convoy/DM

Convoy/DM database login stepsIn this screen you are asked to specify the following:

BDE alias: you may use the pull-down menu or you may create a new alias

by selecting the New button. DBA login name: login for the database administrator.

DBA password: password for the database administrator.

Convoy/DM Setup, to select another setup option.

SQL Scripts: to run the SQL scripts to create and populate the database.

Informix database install instructionsAutomatic creation of Informix databases is not supported. After creating theBDE Alias, continue the install as described below to create the Convoy/DMDatabase on your Informix server.

1 Create a DBSPACE using the -onspaces utility.

2 Create a CONVOYDM database.

3 Create a CONVOY USER and grant ALL (DBA Privileges) on the USER.

4 Copy the creatbls.sql and creacons.sql SQL scripts located in theC:\CONVOYDM\INSTALLER\SERVER\INFORMIX directory to your

Informix Server.5 Login into the CONVOYDM database using CONVOY USER.

6 Run the SQL scripts in the following order:

creatbls.sqlcreacons.sql

7 Come back to the ( cdm35su.exe ) Installer application and re-run using theManual Setup. In the Manual Setup choose DB Populate and follow theprompts.

DB2 database install instructionsAutomatic creation of DB2 databases is not supported. After creating the BDEAlias, continue the install as described below to create the Convoy/DMDatabase on your DB2 server.

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1 Create a CONVOYDM database.

2 Create a CONVOY USER and grant ALL (DBA Privileges) on the USER.

3 Copy the creatbls.sql and creacons.sql SQL scripts located in the

C:\CONVOYDM\INSTALLER\SERVER\DB2\DB2_6000 orC:\CONVOYDM\INSTALLER\SERVER\DB2\DB2_MVS directory to yourDB2 Server.

4 Login into the CONVOYDM database using CONVOY USER.

5 Run the SQL scripts in the following order:

creatbls.sqlcreacons.sql

6 Come back to this (CDM30su.exe) Installer application and re-run usingthe Manual Setup. In the Manual Setup choose DB Populate and follow

the prompts.

Specify the parameters for your database environmentYou must provide the following information on your database in order to runthe SQL scripts used to create and populate the database:

MSSQL and Sybase DescriptionConvoy/DM Database Name Name of the Convoy/DM database

Convoy/DM Login Login for the Convoy/DM database

Convoy/DM User Group User group for the Convoy/DM database

Convoy/DM Login Password Password for the Convoy/DM database

Convoy/DM User Convoy/DM username

Data Device Device allocated to the Convoy/DM database

Data Size Size allocated to the Convoy/DM database

Data Filename Filename for the Convoy/DM database

Log Device Log device for the Convoy/DM database

Log Size Size of the log file for the Convoy/DM database

Log Filename Filename for the log for the Convoy/DM

databaseDevice File Path Pathname for the Convoy/DM database

Oracle DescriptionConvoy/DM DB Name Name of the Convoy/DM database

Convoy/DM User Name User Name for the Convoy/DM database

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Convoy/DM User Password Password for the Convoy/DM database defaultedto CONVOY

Data Tablespace Tablespace to contain the Convoy/DM database

Size Size allocated to the Convoy/DM databaseData Filename Pathname for the Convoy/DM database

Index Tablespace Tablespace to contain the Index of the Convoy/DMdatabase

Size Size allocated to the Index of the Convoy/DMdatabase

Index Filename Filename for the Index of Convoy/DM database

Device File Path Pathname for the file for the Index of theConvoy/DM database.

Oracle Description

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Figure 3-13: Database Parameters Entry Screen

SQL ScriptsThere are four SQL scripts to be run. Once one is completed, the next appearsand you may select it to run. The SQL generated depends on informationentered in the previous screen. Sybase recommends that you save a copy of theSQL using Save SQL, or print it out using Print SQL for reference. The originalscripts may be found in the appropriate database subdirectory of DB_Installer,such as DB_Installer\Sybase .

The four scripts perform the following tasks:

Create the Convoy/DM database.

Create the Convoy/DM database user.

Create the tables for the Convoy/DM database.

Add constraints, such as foreign keys, to the Convoy/DM database.

Click Run SQL to run the highlighted SQL script. If one script fails, you arenot allowed to proceed to the next script. Once all four scripts have beencompleted, you may proceed to the next screen.

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Convoy/DM reportsConvoy/DM reports can be selected and loaded into the database. Select anycombination by clicking on the box appearing to the left of the report namelisted in the Convoy/DM Reports screen. You can also choose all reports orclear the selections using Select All and Deselect All, respectively. The reportsare listed in Figure 3-14: Convoy/DM Reports Screen .

Click Load Reports when finished. If one script fails, you are not allowed toproceed to the next script. After all selected reports are loaded, you mayproceed to the next screen.

Figure 3-14: Convoy/DM Reports Screen
http://-/?-http://-/?-

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Insallation Guide 31

C H A P T E R 4 Loading PeopleSoft Metadata

This chapter describes how to extract, load and update metadata fromPeopleSoft into Convoy/DM.

This chapter contains the following information:

Extracting Metadata from PeopleSoftConvoy/DM-supplied files are required for the extract and load. These arelocated in:

C:\nnsy\ConvoyDM\Support\SQRScripts\Extract and

C:\nnsy\ConvoyDM\Support\SQRScripts\Include

Before beginning, copy all the files from the two directories into atemporary directory such as C:\temp.

Note You are modifying these files to make them specific to your systemyou need to set the values specific to your system configuration.

The #include File - ccenv.inc

The file CCENV.INC is an SQR #include file that has settings particular toyour environment, including operating system. Pay particular attention tothe following #DEFINE settings:

OP_SYS Set to correct operating system. The valid values are PC,UNIX, or MVS

Topic PageExtracting Metadata from PeopleSoft 31

Loading PeopleSoft metadata into Convoy/DM 33

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DBMS Set to your PeopleSoft database vendor. The Valid values are:Sybase, Oracle, DB2, Informix, or MSQL.

FILE_PREFIX Set to the temp directory for your platform. Generally,editing is not needed.

PSTOOLS_OWNER If necessary, set this to the owner of the PeopleSofttables. This is necessary if you log on with an ID other than the owner of the tables, and the ID you logon with does not have aliases or synonymsset up to access the PeopleTools tables. If this is set, include a period (.) atthe end, as the owner is concatenated to the table name:PSTOOLS_OWNER.Table_Name

CONVOY_OWNER Required for MSSQL SERVER or SYBASE. Add aperiod and the database user name. The default is uppercase CONVOY.

Extract SQR - CSPSEX.SQR This is the SQR that reads the PeopleSoft catalogs and produces several filesthat are later loaded into the Convoy/DM Dictionary. In B010-Program-Init procedure there is one variable you have to change:

$App_Name This is an acronym for your PeopleSoft application. Keep it to just a few characters, such as PSHR or PSFin.

Executing the SQR1 Logon to your PeopleSoft database.

2 Put the include file ccenv.inc in the same directory as the include filesccval1.inc , ccval2.inc and ccvalpld . You can choose to put them in adifferent directory from the four SQRs:

CSPSEX.SQR

CSPSEX81.SQR

CSPSLD.SQR CSPSLD81.SQR

Note Make sure you call the SQR with the -I switch, and specify thepath to the include file.

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CHAPTER 4 Loading PeopleSoft Metadata

Insallation Guide 33

3 Run CSPSEX.SQR

Note Make sure you run it against the PeopleSoft database (not theConvoy/DM database).

4 Connect with a userid/password that has access to the PeopleTools tables.

Files producedThe CSPSEX.SQR produces the following files in the directory specified byFILE_PREFIX in ccenv.inc :

csexrnt.txt

csexrec.txt csexfld.txt

Loading PeopleSoft metadata into Convoy/DM1 Invoke Convoy/DM from the Windows Start menu.

2 Go to the menu option File | New | Application.

3 Create the PeopleSoft application using the name given in the$App_Name entered in the CSPSEX.sqr from the previous procedure asfollows:

Access the FILE menu, select option NEW, fill out the applicationname and type.

Save the application using the save button directly above theapplication name.

Then, using the SQR executable, logon to the Convoy database. The

Convoy/DM supplied file required for the load is located inC:\nnsy\ConvoyDM\\Support\SQRScripts\Extract .

CSPSLD.SQR or CSPLD81.SQR

This is the SQR that reads the files created by the PeopleSoft Extract SQR,cspsex.sqr and populates the Convoy/DM Dictionary. Refer to the section,Executing the SQR on page 32 .

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C H A P T E R 5 Additional Workstations

This chapter provides information on setting up additional workstations.The chapter contains the following:

Setting up additional workstationsAfter the first Convoy workstation has been installed and the Convoydatabase has been created, you are ready to setup additional workstationswith the Convoy/DM CD-ROM. The workstation must have previousconnectivity to the database.

Set Up Instructions

1 Run the Convoy/DM CD-ROM as in Chapter 2, Convoy/DMInstallation.

2 Choose to install all components.

3 After the CD-ROM installation is complete, from the Windows Startmenu, select Programs | Convoy | DB Install option.

4 Select Manual Mode and click Next.

5 Enter the Database type.

6 Under Options select Create BDE Alias and click Next.

7 Enter the required BDE parameters and click Create Alias button.

8 Exit the DB Install Utility.The additional workstation is now configured.

Topic PageSetting up additional workstations 35

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A P P E N D I X A File Server Install ofConvoy/DM

This appendix provides information on installing Convoy/DM on a fileserver.

File server installationThere are two places within the Convoy install wizard where you need tochange the drive assignment to indicate your file server drive.

1 When you are prompted with the path assignment indicating the localworkstations root directory, change the path to the location of the fileserver.

2 When you are prompted for the path assignment of the BorlandDatabase Engine, change the drive to the location of the file server.The folders and the paths need to look like this::\Program Files\Borland\Common Files\BDE . Convoyexpects to be to be able to find the BDE at this path location.

Warning! If there is an existing BDE install on the target file server,choose the root as the install location. The BDE install automaticallysearches from the assigned directory down, through all existingsubdirectories for existing BDE installs which, if found, are upgraded.This is necessary to avoid multiple installs of BDE. If there is an existingBDE on the workstations that will implement Convoy it is best to installthe Convoy locally and not implement a file server install. Multiple BDEentries in the Windows registry causes numerous problems.

To configure workstations to access the file server install of Convoy,invoke the NETBDE.EXE from each workstation. This program is locatedin the UTILS subdirectory of the Convoy directory.

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File server installation

38 Convoy/DM

In the open dialog box of the SETUP BDE tab, indicate the path to the IDAPI32.cfg file that is installed as part of the Convoy Installation. Click OK,the system will write the necessary file assignments to the local WindowRegistry.

Warning! If there is an existing BDE install on the local workstation drive,please choose to do a local Convoy installation for that machine to avoidmultiple Windows Registry path assignments for the BDE access. BDE installautomatically searches from the assigned directory down, through all existingsubdirectories for existing BDE installs which, if found, are upgraded.

Create a shortcut to the Convoy/DM.exe and place it on the local desktop.

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Aadding

workstations 35alias

create for BDE 15automatic setup 15

BBDE See boreland database engineboreland database engine

configure DB2 5configure INFORMIX 5configure MS SQL 5configure Oracle 5configure Sybase 5installing 1manual configuration 2setup 1

Cconfigure

boreland database engine manually 2DB2 for boreland database engine 5INFORMIX for boreland database engine 5MS SQL for boreland database engine 5Sybase for boreland database engine 5

Convoy/DMadding workstations 35

database setup 13install 7, 10manual setup 24populate tables 23reports 23, 30verify database environment 8verify database environment for DB2 9

verify database environment for MS SQL server 8verify database environment for Oracle 9verify database environment for Sybase 8Windows install 7

createBDE alias 15

Ddatabase

INFORMIX install 26install DB2 26specify parameters 18, 27

database administratorlogin 17

database setupConvoy/DM 13

DB Populatepopulates Convoy/DM tables 23

DB_installer 14

DB2configure boreland database engine 5install database 26manual setup for Convoy/DM 25setup 16verify database environment for convoy/DM 9

DBA See database administrator

Eextracting

PeopleSoft metadata 31

Ffile server

install Convoy/DM 37

Index

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40 Convoy/DM

IINFORMIX

configure boreland database engine 5install database 26manual setup for Convoy/DM 25setup 16

installboreland database engine 1Convoy/DM 7, 10Convoy/DM for Windows 7DB2 database 26file server 37INFORMIX database 26

LloadingPeopleSoft metadata 31

logindatabase administrator 17

Mmanual configuration

boreland database engine 2

manual setupConvoy/DM 24DB2 for Convoy/DM 25INFORMIX for Convoy/DM 25

metadataextracting 31loading PeopleSoft 31

MS SQLconfigure for boreland database engine 5

MS SQL serververify database environment for Convoy/DM 8

OOracle

configure boreland database engine 5verify database environment for Convoy/DM 9

Pparameters

specify for database 27specify for database environment 18

PeopleSoftloading metadata 31

previous releasesuninstall 10

Rreports

Convoy/DM 23, 30

Sscripts

SQL 20, 29set

boreland database engine 1setup

automatic steps 15Convoy/DM manually 24database Convoy/DM 13DB2 16

INFORMIX 16SQLscripts 20, 29

Sybaseconfigure for boreland database engine 5verify database environment for Convoy/DM 8

Uuninstall

previous releases 10

Vverify

database environment for Convoy/DM 8

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Index