VISUAL PLANNING 5.3 DOCUMENTATION

Setup VP ENTERPRISE

INTRODUCTION

VISUAL PLANNING ENTERPRISE is the network version of VISUAL PLANNING software (n-tier architecture).

There are a few steps needed to follow in order to successfully install Visual Planning:

  1. Install and/or configure the DBMS which will be used with Visual Planning,
  2. Install the application server,
  3. Link the application server with the DBMS ,
  4. Activate Licenses.

You will find the procedure to install a minor update of Visual Planning here : Update VISUAL PLANNING ENTERPRISE.

TECHNICAL REQUIREMENTS

The compliance with the technical requirements needs to be verified before the installation of VISUAL PLANNING ENTERPRISE.

This version of VISUAL PLANNING is the client/server networks version. It is necessary to use a server and workstations.

Workstation

  • Hardware
    • Central Processing Unit (CPU) : INTEL Processor / AMD 2Ghz
    • Random Access Memory (RAM): 512MB (WINDOWS XP SP2, SP3), 2GB (WINDOWS VISTA, WINDOWS 7, 8 all versions)
    • Free Hard disk (HD) : 100MB minimum

The maintenance and the technical support are only guaranteed in a PC environment.

Server

The server configuration described below is the one by default. This configuration have to be adjusted depending on how the software is used and how many simultaneous users are forecasted.

For further information, please contact the VISUAL PLANNING support service : sav@stilog.com.

  • Hardware
    • Central Processing Unit (CPU): INTEL Processor / AMD 2Ghz
    • Random Access Memory(RAM): 1GB (WINDOWS XP SP2, SP3), 4GB (WINDOWS VISTA, WINDOWS 7 64bits, WINDOWS 2003 64bits, WINDOWS 2008 64bits, WINDOWS 2012 64bits), 2Go (Linux, IBM-AIX)
    • Free Hard disk(HD): 200MB minimum
  • Software
    • Database Management System (DBMS) : MYSQL 5.x, MICROSOFT SQL SERVER 7, 2005, 2008 and all versions based on SQL Server engine, ORACLE 9i, 10g,11g and Postgre.
    • J2EE server application is needed for all non-WINDOWS server installations or installations which don't use the VPServer package : TOMCAT 5.x, JONAS, JBOSS, WEBSPHERE, WEBLOGIC 10.3;

Network

With VISUAL PLANNING ENTERPRISE, all planners can be reached through any internet browser.

The necessary flow to comfortably use the software depends on: the number of users sharing the same connection simultaneously, the way the planners are used (frequency…), the volume of data…

The minimal bandwidth required for each user is 64kbit/s (8KB).

It is recommended to open the planners using an ADSL connection.

DBMS SETUP

The installation of VISUAL PLANNING should not start without making sure that the chosen DBMS is already up and running.

If there is no DBMS, it is possible to install the MYSQL version delivered with Visual Planning.

MYSQL Case

There are two ways to install MYSQL:

  • Through the MYSQL version delivered with Visual Planning,
  • Or by using an already existing MYSQL server.

Through the MYSQL delivered with Visual Planning

First, you must start the mysql5067.exe executable file included in the delivery.

It’s required to specify the physical disk where the MYSQL directory will be created (ex : C:\ or D:\)

Select extract to create the D:\mysql file.

Once the extraction is completed, go to D:\ mysql \ bin directory and double click on the «winmysqladmin.exe» file.

The window below comes up:

Select Execute to install and start the MYSQL service.

To make sure that the MYSQL service is active, check in the WINDOWS Task Manager to make sure that the mysqld.exe process has started.

If the line above is not visible, it means that the MYSQL service wasn't able to start.

In this case, contact the VISUAL PLANNING support at sav@stilog.com.

Through an already existing MYSQL

If a MYSQL server version 5.x or later version is already being used, you have to create a MYSQL user and assign it to VISUAL PLANNING (ex : vpuser).

In order to do this, you must use the script below :

mysql> CREATE USER 'vpuser'@'%' IDENTIFIED BY 'vpuser_password';  
mysql> GRANT ALL PRIVILEGES ON *.* TO 'vpuser'@'%' WITH GRANT OPTION;

Don't forget to replace the vpuser_password by the actual password of the vpuser.

It is important to remember this password because you will need it during the setup and also to be able to access VISUAL PLANNING on your server.

SQLSERVER Case

VISUAL PLANNING is only compatible with SQLSERVER instance when the authentication mode is mixed, so if SQL SERVER is in a WINDOWS authentication mode it has to be modified.

Here is the procedure to be followed:

  • Start the Enterprise Manager application
  • Right-click on the server name
  • Activate Properties option in the contextual menu
  • Activate the Security tab in the displayed dialog box
  • Click the SQLServer and WINDOWS authentication mode,
  • Click on OK button to validate the modification.

Then, create a SQLSERVER user assigned to VISUAL PLANNING (ex : vpuser).

Here is the procedure to be followed:

  • Start the Enterprise Manager application
  • Left-click on your server name
  • Double-click on the Security file
  • Right-click on the Login element
  • Activate the New login option in the contextual menu

The following dialog box comes up:

In the General tab, proceed as follow :

  • Enter the user name (ex : vpuser)
  • Click the SQL Server Authentication option

In the Server Roles tab :

  • Click the Database creator role.

Then choose OK to validate.

This user name and the password will be required during the software setup.

That is why it is imperative to know them before starting the setup.

If the SQLSERVER version is more recent than the SQLSERVER 2005 version, the TCP/IP protocol needs to be activated.

If it's not, open SQL Server Configuration Manager and start the TCP / IP protocol :

ORACLE Case

Create an instance for VISUAL PLANNING (ex : VPSID).

This instance can be an existing one but it is better to configure a new Oracle database instance for VISUAL PLANNING.

The value ​​of each disk space below is just an example. Each value will be adjusted according to the use of VISUAL PLANNING.

Object Name Disk space
TableSpace USERS 700 MB
TableSpace INDEX 500 MB
TableSpace SYSTEM 500 MB
TableSpace TEMP 200 MB

Once the Oracle instance for Visual Planning is created, create a username and assign it to VISUAL PLANNING (ex : VISUALPLANNING) by using the script below :

Sqlplus system/<passwdSystem>@VPSID
CREATE USER <userName> IDENTIFIED BY <passwd>
GRANT CONNECT TO <userName>
GRANT CREATE SESSION TO <userName> WITH ADMIN OPTION
GRANT CREATE TABLE TO <userName> WITH ADMIN OPTION
GRANT UNLIMITED TABLESPACE TO <userName> WITH ADMIN OPTION
GRANT CREATE USER TO <userName>
GRANT DROP USER TO <userName>

If the ORACLE user is not in compliance with the script, VISUAL PLANNING will not work properly.

All the tablespaces of the Oracle instance receiving VISUAL PLANNING, but also the username and the password assigned to Visual Planning will be required during the software setup. It is mandatory to have all this information before starting the setup.

APPLICATION SERVER SETUP

VISUAL PLANNING ENTERPRISE can be installed :

  • Either using the whole package of vp53enterprise
  • Or using an existing J2EE server

The whole package setup

First, start the vp53enterprise.exe package

The window below comes up:

Click on Next to continue.

A window containing the license agreement will appear :

You are advised to read the terms and conditions of the license agreement. If you refuse to agree to the terms, the setup procedure will abort.

Click on Next to continue.

A window appears :

It's better not to change the predefined file location especially if the computer is running MICROSOFT WINDOWS VISTA, 7, 2003 or 2008..

However, keep in mind, if you want to change the location, make sure that the name of your folder remains the same : « VPServer Enterprise 5.3 ».

Click on Next to continue.

The window above opens up showing the chosen settings, if you want to modify them please click on Back, if not, click on Next to continue.

The installer will ask if this is an upgrade of previous VP version (Select accordingly)

If this is an upgrade, the installer will prompt you to select the installation folder of the previous version on the server.

The Installer is now looking for a WEB service already installed on the server (using the Port 80).

If the Installer finds that this port is already taken by another WEB service , the window below comes up:

And if the Port 81 is also already taken, choose an other one (ex : 82), and so on.

Until you select an available port number, this window will remain open.

Click on Next to continue.

Click on Finish, the installation is now complete.

To start the configuration and the activation of the application, go to the Start menu > programs > VPServer Enterprise 5.3.

Click on the VP web portal application to launch the configuration page.

The already existing J2EE server application

This type of installation is only possible for the VISUAL PLANNING ENTERPRISE version.

Start the setup by opening the vplanning.war file which can be obtained by sending an email request to sav@stilog.com.

The deployment procedure described below is for the JAVA TOMCAT 5.0 application server.

If you choose to use another server such as JBOSS or JONAS, please follow the procedure of a WAR file deployment described in these user guides:

First, start the TOMCAT portal server.

Then, Choose Tomcat Manager

Then,

  • Go to the “WAR file to deploy” section,
  • Select the “vplanning.war” file,
  • Then click on the Deploy button to launch the deployment.

Once the file is confirmed as deployed, open the Internet browser and go to the address:

http://VP_server:808/vplanning/ 

where VP_server is the DNS, and 808 the TCP Port used by J2EE TOMCAT server.

These settings must be adjusted according to the installation.

DBMS CONNECTION

To link VISUAL PLANNING with the installed DBMS , launch the VISUAL PLANNING web portal.

On MICROSOFT WINDOWS, this web portal can be reached via the Start menu > Programs > VPServer Enterprise 5.3 > VP Portal

When the web portal is launched for the first time, the configuration page about the connection to the DBMS is displayed.

You have to choose which DBMS you want to use. Different options are proposed :

SQLSERVER Case

If you use MICROSOFT SQL SERVER, select SQLServer in the list:

Click on Next to continue.

Fill in the fields with the proper parameters of the previously installed SQLSERVER server (c.f. DBMS Setup) :

  • DNS/IP of the DB server : to use a distinctive instance name for VISUAL PLANNING, you have to add this name with the IP server address (ex : 127.0.0.1\sqlexpress ) where sqlexpress is this distinctive instance name,
  • Port : the default value of the port is 1433. If the TCP Port used is different, replace the port 1433 by the correct TCP port,
  • User : c.f. DBMS Setup,
  • Password : c.f. DBMS Setup

Then, click on Next to continue.

MYSQL case

If you use MYSQL, select MySQL in the list :

Then click on Next to continue.

Fill in the fields with the proper parameters of the previously installed MYSQL server (c.f. DBMS Setup) :

  • DNS/IP of the DB server : if the MYSQL version installed is the one delivered by STILOG I.S.T., leave the server address at 127.0.0.1. Otherwise, enter the proper MYSQL server IP address,
  • Port : the default value is 3306. If the TCP Port used is different, replace the port 3306 by the correct TCP port.
  • User : c.f. DBMS Setup,
  • Passwd : c.f. DBMS Setup

Then, click on Next to continue.

ORACLE Case

If you use ORACLE, select Oracle in the list :

Then click on Next to continue.

Fill in the fields with the proper parameters of the previously installed ORACLE server (c.f. DBMS Setup) :

To avoid any problem due to the characters, please enter all information in capital letters(except the password).

Then, click on Next to continue.

MSACCESS Case

Warning : The use of MICROSOFT ACCESS as a DBMS for Visual Planning, is not recommended for a configuration of more than 5 users.

If you use the MSACCESS, select MSAccess in the list :

Then click on Next to continue.

Fill in the fields with the proper parameters of the previously installed MSACCESS (c.f. DBMS Setup) :

  • DB Folder : the default value is {vp.home}/msadatas, where {vp.home} is the setup root of VISUAL PLANNING.

If the data is stored in a different folder, replace the default value by the proper folder.

Then, click on Next to continue.

LICENSE ACTIVATION

The window below comes up:

  • URL of the application : verify that this information is correct. The application activation depends on this URL : That's why, if the URL has to be modified, it's mandatory to relaunch the activation,
  • Serial of VP Application : it is the VISUAL PLANNING serial number. This number is provided by STILOG I.S.T. during the license delivery,
  • Serial of VPVIEWER : it is the “read-only” license serial number. This number is also provided by STILOG I.S.T. during the license delivery.
  • You can enter multiple license numbers in the provided space. Just separate the by comma(,). Then click on Next to complete the activation. Start ADMIN CENTER to activate VISUAL PLANNING. ==== Correct Configuration ==== If the configuration is correct, the screen below comes up : The admin user has no password by default. So click directly on OK. ADMIN CENTER will prompt you to provide the activation license key : Choose Obtain automatically the key activation by internet, then click on Validate**.

In case of a problem with the activation by internet, feel free to contact the technical support staff:

Incorrect Configuration

If the following message is displayed after the JAVA initialization and the launching application acceptance:

It means that the DBMS configuration is incorrect.

In this case, start the Internet browser and use the URL below to obtain the log files:

http://VP_server/vplanning/logs.jsp

Where VP_server is the setup address of VISUAL PLANNING.

Once the problem is identify, change the configuration by going back on the activation page:

http://VP_server/vplanning/activationen.jsp  

When the configuration is correct, complete the activation (c.f. Correct Configuration)

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