Banner Document Management Suite Installation Guide

Banner Document Management Suite Installation Guide-Free PDF

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SunGard Higher Education,4 Country View Road,Malvern Pennsylvania 19355. United States of America,800 522 4827,Customer Support Center Website. http connect sungardhe com,Documentation Feedback, http education sungardhe com survey documentation html. Distribution Services E mail Address,distserv sungardhe com. Other Services, In preparing and providing this publication SunGard Higher Education is not rendering legal accounting or other similar professional.
services SunGard Higher Education makes no claims that an institution s use of this publication or the software for which it is provided. will insure compliance with applicable federal or state laws rules or regulations Each organization should seek legal accounting and. other similar professional services from competent providers of the organization s own choosing. Without limitation SunGard the SunGard logo Banner Campus Pipeline Luminis PowerCAMPUS Matrix and Plus are trademarks. or registered trademarks of SunGard Data Systems Inc or its subsidiaries in the U S and other countries Third party names and marks. referenced herein are trademarks or registered trademarks of their respective owners. Revision History Log,Publication Date Summary, April 2008 New version that supports Banner Document Management Suite 8 0 software. June 2008 Added additional note to Appendix B regarding LDAP configuration. Notice of Rights, Copyright SunGard Higher Education 2002 2008 This document is proprietary and confidential information of SunGard Higher. Education Inc and is not to be copied reproduced lent displayed or distributed nor used for any purpose other than that for which. it is specifically provided without the express written permission of SunGard Higher Education Inc. Installation Guide,Banner XtenderSolutions,1 Banner XtenderSolutions 7 2. Requirements 9,Required Hardware 9,Required Software 10. Installation Overview 12,Case A BXS 7 2 New Installation 12.
Case B BXS 7 0 7 0 1 or 7 1 to BXS 7 2 13,Luminis Integration 14. Self Service Integration 14,BXS VPD Configuration 15. LDAP Configuration 15,2 Install BXS 7 2 for New BXS Sites. Installing the System 17, Hardware Platform s Required for Steps in this Chapter 17. Step 2 1 Install Banner General 7 4 17, Step 2 2 Install AppXtender License Server Version 5 60 049 If Necessary 18.
Step 2 3 Create and Configure the OTGMGR Banner Oracle Account 18. Step 2 4 Install AppXtender Administrator 5 30 Windows Server 19. Step 2 5 Address AppXtender Baseline Table Sizing Issues 21. Step 2 6 Create A New Data Source for Your Banner BXS Database Using the. AppXtender Admin Tool Windows Server 21, Step 2 7 Initial Configuration Within AppXtender Admin To Create a Functional AppXtender. System Windows Server 24,Step 2 8 Register OtgSctHk dll Windows Server 25. Step 2 9 Configure Data Source Within Data Source Selector Tool Windows Server 25. Step 2 10 Create BXS Related Data Within Table AE CFG 26. Step 2 11 Readjust AppXtender Table Sizing Default Parameters 28. Step 2 12 Create the AppXtender Applications via XML Import Windows Server 28. Step 2 13 Change SYSOP Password in Application Generator 32. Step 2 14 Determine and Assign File Object Storage Configuration for New Applications Win. dows Server 32,Table of Contents, Step 2 15 Set License Server Mode for Data Source 34. Step 2 16 Restore Original Tablespace Sizing 34, Step 2 17 Install BXS required Java Files for Single Login Functionality 34. Step 2 18 Update GURDMODS to Indicate the Completion of the Preceding Steps 35. Step 2 19 Complete the steps in Chapter 4 to Continue the Installation of BXS 7 2 36. 3 Upgrade to BXS 7 2 for Existing BXS Sites,Upgrading the System 37.
Hardware Platform s Required for Steps in this Chapter 37. Step 3 1 Install Banner General 7 4 37, Step 3 2 Uninstall Earlier Versions of EMC Documentum Software 38. Step 3 3 Install AppXtender License Server Version 5 60 049 if necessary 38. Step 3 4 Install AppXtender Administrator 5 30 Windows Server 39. Step 3 5 Register OtgSctHk dll Windows Server 40, Step 3 6 Configure Data Source Within Data Source Selector Tool 40. Step 3 7 Install BXS required Java Files for Single Login Functionality 41. Step 3 8 Install the INB AX Bridge Optional 42, Step 3 9 Update GURDMODS to Indicate Completion of the Preceding Steps 43. Step 3 10 Configure Additional Desktop Machines 43. Step 3 11 Complete the steps in Chapter 4 to Continue the Installation of BXS 7 2 43. 4 Upgrade Banner XtenderSolutions 7 2,Installer Required Skills 46. Step Description and Dependencies Table 47,Restart Notes 48.
Media Unload and Verification Instructions 51,Encryption 52. Unencrypted Products 52,Operating System Independence 52. Unload and Verification on OpenVMS 53,Unload and Verification on UNIX 53. Unload and Verification on Windows or DOS 55,Upgrade to BXS 7 2 56. Step 4 1 Distribute Release Documents 56,Step 4 2 Verify Environment Prerequisites 56.
Step 4 3 Upgrade Prerequisites 59,Banner XtenderSolutions Release 7 2 June 2008. 4 Installation Guide Confidential,Table of Contents. MICROSOFT WINDOWS 60,Step 4 4 Upgrade Preparation 66. Step 4 5 Modify Database Objects 69, Step 4 6 Migrate from Stage to Permanent Directories 75. MICROSOFT WINDOWS 77,Step 4 7 Compile COBOL Programs 77.
Step 4 8 Compile C Programs 78,MICROSOFT WINDOWS 79. Step 4 9 Apply Required Data Changes 79,Step 4 10 Update Oracle Forms 89. MICROSOFT WINDOWS 91,Step 4 11 Generate Oracle Reports 91. Step 4 12 Update Letter Generation Population Selection Tables 91. Step 4 13 Update Referential Integrity Constraints 92. Step 4 14 Restart the gostage Process 93, Step 4 15 Verify the State of the Upgraded Environment 94. June 2008 Banner XtenderSolutions Release 7 2,Confidential Installation Guide 5.
Table of Contents,5 AppXtender Final Installation Steps. Finalizing the AppXtender Installation 97, Step 5 1 Update AppXtender Application Descriptors in ETVAXAP and AE APPS 97. Step 5 2 Create Users Groups and Profiles in Application Generator 97. Step 5 3 Install the INB AX Bridge optional 98, Step 5 4 Miscellaneous steps to prepare for data integration 99. Step 5 5 Baselining the OTGMGR Auto Index and Key Reference tables with Banner data New. BXS Sites Only 100, Step 5 6 Configure Additional Desktop Machines 103. 6 AppXtender Web Access Deployment General Considerations. AppXtender Web Access NET 105,Installation Server Guidelines 105.
System Architecture 106,AppXtender Web Access Java 2 108. Installation Server Guidelines 109,System Architecture 109. 7 AppXtender Web Access Net Deployment Details, Step 7 1 Create AppXtender Web Access Session Cache Folder 116. Step 7 2 Create AppXtender Web Access Rendering Server Cache Folder 116. Step 7 3 Add Configuration Settings for AppXtender Web Access Using the AppXtender NET. Wizard Optional 116, Step 7 4 Add AppXtender Admin Configuration Settings for AppXtender Web Access 117. Step 7 5 Install AppXtender Web Access NET 119, Step 7 6 Update Web config File on AppXtender Web Access for Single Login From Banner To.
AppXtender Web Access120, Step 7 7 Ensure AppXtender Web Access and Banner JRE Compatibility 121. Step 7 8 Install AppXtender Web Access Rendering Server 122. Step 7 9 Execute Component Setup Wizard 123, Step 7 10 Enter the AppXtender Web Access URL in Banner Form EXAINST 124. 8 AppXtender Web Access Java 2 Edition Deployment Details. Step 8 1 Create AppXtender Web Access Rendering Server Cache Folder 126. Step 8 2 Add AppXtender Admin Configuration Settings for AppXtender Web Access 126. Step 8 3 Install AppXtender Web Access Rendering Server 129. Step 8 4 Install AppXtender Utility Services 130,Banner XtenderSolutions Release 7 2 June 2008. 6 Installation Guide Confidential,Table of Contents. Step 8 5 Execute the Windows Based Component Setup Wizard to Register AppXtender Web. Access Rendering Server and AppXtender Utility Services131. Step 8 6 NFS Configuration Solaris Linux Deployment Only 132. Step 8 7 Install AppXtender Web Access J2 Edition 133. Step 8 8 Update web xml File on AppXtender Web Access Server for Single Login From Banner. To AppXtender Web Access133, Step 8 9 Execute Java Based Component Setup Wizard to Register the AppXtender Web Ac.
cess J2 Server134, Step 8 10 Enter the AppXtender Web Access URL in Banner Form EXAINST 135. Step 8 11 Ensure AppXtender Web Access and Banner JRE Compatibility 135. Step 8 12 Restart the Tomcat Server 136,9 Integrating AppXtender Web Access with Luminis. Install AppXtender Services 138, Install the AppXtender Web Access Luminis Integration Component 138. Modify Luminis Server Configuration to Recognize AppXtender Web Access 140. Create a AppXtender Web Access Link in the Luminis Bookmarks Channel 143. Create a TAB page in Luminis 143,Create a AppXtender Web Access Channel 143. 10 Integrating BXS with Self Service Banner,Set Up Self Service Banner Integration to BXS 145.
A BXS VPD Configuration, Step 10 1 Add the VPDI CODE to BXS Applications 153. Step 10 2 Establish Rights and Privileges using Document Level Security 154. Step 10 3 Setup Document Level Security at the Application Level 154. Step 10 4 Modify Delivered Context Rules in INB to Support VPD 155. B LDAP Configuration, Set up the Directory Service Security Provider 158. Change the Security Model for the Datasource in AppXtender Admin 163. June 2008 Banner XtenderSolutions Release 7 2,Confidential Installation Guide 7. Table of Contents,This page intentionally left blank. Banner XtenderSolutions Release 7 2 June 2008,8 Installation Guide Confidential.
1 Banner XtenderSolutions 7 2,Requirements,Chapter 1 Banner XtenderSolutions 7 2. The steps you need to follow to upgrade to Banner XtenderSolutions 7 2 depends. on the current state of the BXS product in your database Please follow the. instructions under the case that applies to you Depending on which case applies. you will need to follow instructions in different chapters of this guide All cases are. dependent on Banner General 7 4, Additionally if you have the Banner Human Resources module installed the entire. HR product including Payroll not merely the Position Control portion of HR that. is part of Banner Finance you will need to apply Position Control patch 102385. before continuing,Requirements,Required Hardware, Since you must implement BXS on at least one Windows 2000 SP4 or 2003 SP1. Server you will implement most of the steps of this chapter on that one server The. only exception to this is the installation of AppXtender Web Access as AppXtender. Web Access components may be spread across several servers and two platform. Note If you are implementing as much as possible from your local Windows. workstation most of the work can be done via Terminal Services Remote. Desktop Connection However the EMC Documentum installation. media often must be installed on a local drive of the Windows Server. and not a connected network drive to function properly. Note The AppXtender Administration Tool AppXtender Admin must be. installed on a Windows 2000 SP4 or 2003 SP1 Server For specific. hardware and software requirements for the AppXtender Admin tool. see Banner XtenderSolutions Hardware and Software Requirements. Guide or Chapter 2 of the ApplicationXtender Concepts and Planning. Guide Release 5 30,June 2008 Banner XtenderSolutions Release 7 2. Confidential Installation Guide 9,1 Banner XtenderSolutions 7 2.
Requirements,Required Software,AppXtender zip Files. You will need the following files from the Support Center to install AppXtender. Desktop 5 30 087 zip extract to a folder named AppXtender Desktop. DesktopDocs 5 30 087 zip contains the set of PDFs comprising EMC. Documentum s ApplicationXtender documentation for AppXtender 5 30. AppXtender Web Access zip Files, If you will be installing EMC Documentum AppXtender Web Access 5 30 088. software you will need to download that product from the Support Center. WebAccessNET 5 30 088 zip extract to a folder named AppXtender Web. Access NET, WebAccessJ2 5 30 066 zip extract to a folder named AppXtender Web Access. RenderingServer 5 30 087 zip extract to a folder named Render. UtilitiesServices 5 30 087 zip extract to a folder named UtilityServices. Note The documentation set for AppXtender Web Access is included in the. DesktopDocs 5 30 087 file available on the Support Center. Luminis Files, WebServices 5 30 088 optional used only for integration with Luminis. Note The documentation set for AppXtender Utility Services is included in the. DesktopDocs 5 30 087 file available on the Support Center site. Banner XtenderSolutions Release 7 2 June 2008,10 Installation Guide Confidential.
1 Banner XtenderSolutions 7 2,Requirements,Additional Files. All sites also need the following files, LicenseServer 5 60 049 zip that contains the EMC Documentum License. Server 5 60 049 software, bxssetup70200u trz that handles the installation of BXS 7 2. ext70200u trz that contains the Banner components forms triggers. packages etc that will be installed in Chapter 4, To complete the installation you will need your Oracle passwords for SYSTEM. OTGMGR BANIMGR GENERAL BANINST1 and your Banner upgrade. you will need to follow instructions in different chapters of this guide All cases are dependent on Banner General 7 4 Additionally if you have the Banner Human Resources module inst alled the entire HR product including Payroll not merely the Position Control portion of HR that

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