IFS Installation Guide

Fresh Install

Planning Installation

Platform & Sizing

Storage Tier

Oracle 12c Considerations

Network Consideration

Unicode Considerations

Calendar Considerations

Middle Tier

Client Tier

Security

High Availability and Scalability

The Load Balancer

Reporting

Preparing IFS Applications

Configuring IFS Configuration Builder

How to Build a Fresh Installation

Preparing Servers

Install Oracle Database 12c on Windows

Install Oracle Database 12c on Unix

Installing IFS Applications

Prepare Database Instance for IFS Applications

Deploy IFS Applications Database Objects

Deploy IFS Applications Middle Tier

Initial System Configuration

Security

Add Users

Configure User related system parameters

Lock Application Owner Account

Configure Permission Sets

Configure Oracle Archiving and Backup

User Interfaces

IFS Enterprise Explorer deployment

ClickOnce Deployment

Managed Deployment

ClickOnce Deployment

ClickOnce FAQ

Obtain a certificate for ClickOnce deployment

OpenSSL: Create a private key and a Certificate Signing Request (CSR) (simplified)

IFS Enterprise Explorer roaming profile

Background Processing

Configure Scheduled Tasks

Configure Batch Queues

License Management

Maintenance

Preparing Delivery

Deploying Delivery

Upgrading

Planning for Upgrade

Upgrading IFS Web Client Profiles

Converting a database to Unicode using DMU

Database Migration Assistant for Unicode (DMU)

Upgrading Translations

Migrating Saved Searches

Merge Connect Configuration

Removing Batch Server

Single Sign-on Considerations

Removing Obsolete Report Layouts

How to Convert Report Designer XSL Layouts to RDL Layouts

Upgrading Server Code

Upgrading Client Code

Resetting Presentation Object Change Repository

How to Convert Report Designer Layouts to support Arabic format

Preparing for Upgrade

Configure IFS Configuration Builder

Installation Roadmap

Obsolete Components

Obsolete Database Objects

Obsolete Table Columns

Invalid Objects

Deprecated PL Layer API Methods

Obsolete Replication Objects

Product Specific Information

Split Components

How to Build an Upgrade

Deploying Upgrade

Deploy Pre-scripts

Deploy Main Upgrade

Prepare Database Instance for IFS Applications

Deploy IFS Applications Database Objects

Deploy IFS Applications Middle Tier

Deploy Post-Scripts

Clean and Drop Scripts

Deploy Optional Clients

Additional Installation Options

Security

Configure Single Sign On - SSO

Configure Secure Sockets Layer - SSL

Secured Communication in IFS Applications

Configure Oracle for SSL

Configure Remember Password

Configure System user passwords

Integration

Install Separate Integration Server

Reporting

Install External Report Formatters

Run Print Agent

Printing Properties

Install Crystal Reports Web Service

Configure The Crystal Web Service for IFS Enterprise Explorer

Configure Multiple Crystal Web Service Instances

Setup SSRS Integration for Operational Reports

Configure the SSRS Integration

Setup StreamServe reports for Operational Reports

Information Access Layer

Business Intelligence

BI Reporting Package

Overview

IFS BI Office Apps

Technical Overview

IFS Gauges Installation Methods

Start using IFS BI Office Apps in Excel

IFS Excel Dashboard Utility

Office_Apps_Guages_Documentation

SQL Server Installation and Configuration

Process and Prerequisites

Install and Configure SQL Server

Install Oracle Data Access Component

Installing SQL Server Reporting Services Extensions

Configure System Parameters

Configuration Reporting Services

BI Analysis Package

Installation Checklist

Setting up E-mail for the ETL Process

Setup DTS Reader Access

Analysis Package Installer

Component Structure and Packaging

Excel Dashboards

Necessary BI Access Views

Basic Data Configuration

Data Volume Configuration

Package Lookup Configuration

Security Configuration

Translation Configuration

Manual Deployment

SSAS Manual Deployment

SSIS Manual Deployment

Run the ETL Process

Handling Excel Dashboards

SSRS Manual Deploy

Installing IFS BI Demo Data

Data Management

IFS Data Synchronization

IFS Data Migration Excel Add-in

Changing ClickOnce Deployment

Web Client

IFS Web Client Installation Options

Verify Web Client Installation

Third Party Products used

IFS Web Client Configuration

Configuration Files

webclientconfig.xml

webclientconfig.xml configuration details

web.xml

Module specific configuration files

Directory Structure

Themes

Important Style Classes

Output Channels

Viewing PDF Reports

Document Management Web Page Link

Broadcast Messages

Performance Considerations

Tune Network Performance for IFS Web Client

Configuration of the Context and the Context Cache

Localization

Localization to Double Byte Languages

Touch Apps

IFS Applications Business Components

Application Services (APPSRV)

Asset Design (PLADES)

Asset Information Integration Manager (AIIM)

Call Center (CALLC)

Equipment (EQUIP)

NATO Codification Standards (NATSTD)

Overall Equipment Effectiveness (OEE)

Document extract paths (PDMCOW)

Supplier Invoice Workflow (SINWOF)

Supplier Invoice Workflow Web (SINWOW)

Configuration Parameters for Supplier Invoice Workflow Web

Configure TIFF Viewer for Supplier Invoice Workflow

Accounting Rules (ACCRUL)

Enterprise (ENTERP)

Financial Report Generator (FINREP)

Tax Ledger (TAXLED)

Handling Report Images in Tax Ledger

Mobile Workforce Management Integration (SCH360)

Installation

Maintenance

Changing Cost,Revenue element base

Setup IFS Business Analytics

IFS Business Analytics Excel Client Installation

Encountered Errors and Problems

Installation of IFS Business Analytics on Citrix

Installation of IFS Business Analytics on Azure Remoteapp

IFS Business Analytics Execution Server

Installation of IFS Business Analytics Execution Server

COM Class Factory Error

Advanced Technical Information

IFS Business Analytics Report Upgrade Utility

Constraint Based Scheduling (CBS)

Appendix A - CBS Registry Password Utility

Appendix B - Troubleshooting the CBS Installation

Appendix C - Oracle Real Application Cluster (RAC) Support

Appendix D - Troubleshooting the CBS Installation for Windows Vista and Windows 2008 Server

Appendix E - RAM Utilization for CBS on a 64-bit OS

Demand Planning (DEMAND)

Document Management (DOCMAN)

Miscellaneous

Performance and Optimization

Document Management Web (DOCMAW)

Document Management AutoVue Integration (DOCVUE)

Document Management

Employee Survey

ESRI ArcGIS Integration (GISINT)

Mobile Work Order

Enable Sideloading on Windows

Microsoft Project Project Integration (PRJMSP)

Primavera Integration (PROJX)

RCM Toolkit Integration (RCMINT)

Troubleshooting On Premise Installations of RCM

Setup Separate External Recruitment Site (RCRUIW)

Sales & Marketing (SAMWIN, SAMIMI, SAMGSS)

Setting up Time Clock (TIMCLO)

Time Management (TIMREP)

Virtual Map - Firewall and Applying Licence Key (VRTMAP)

Warehouse Data Collection Mobile Client (WADACO)

Installation Tools References

IFS Configuration Builder

General Tasks

How to Install IFS Configuration Builder

How to Start IFS Configuration Builder

How to Configure IFS Configuration Builder

How to Select Components

How to Fetch Components

How to Build in General

How to Prepare Database Objects and Generate

How to Start IFS Configuration Builder with arguments

How to Compile Source Code

Process Tasks

How to Build a Fresh Installation

How to Build Manually

How to Build an Upgrade

How to Build Languages Only

How to Build Updates

How to Add Components to an Existing Build

Pages Reference

Dialog: Configuration Options

Page: Fetch Components

Page: Create Build Structure And Compile

Dialog: Unresolved Connections

Dialog: Predefined Options

Dialog: Predefined Options for Fndmws

Dialog: Predefined Options for Payint

Dialog: Predefined Options for Docvue

Dialog: Predefined Options for Samimi

Page: Prepare Database Objects and Generate

Dialog: Login to the Database

How IFS Configuration Builder Creates the Build

Files

RRC file

Configuration File

Component Deployment Profile File

Releases.ini

Fetch Log File

Workspace Folder Structure

Folder Structure for Builds

IFS Applications Installer

Unattended Installation

Technical Overview

Installable Components Interface

Database Deploy Configuration

File Executor

Setup.exe

Start Setup.exe

Installation Type

Installation Components

Target Directory

Client Environment

Backup Replaced Files

Begin Installation

IFS Applications Installation Options in Setup.exe

Build Automation

IFS Build Automation Assistant

Get started with IFS Build Automation Assistant

Consulting Environments

Setup Development Environment

Setup Build and Test Environment

Reconfigure Build Automation in an Environment

Remove Build Automation from an Environment

IFS Auto Builder