Installing and Managing Trillium Software Systemonlineauthoring.com/WritingSamples/PDFs/TSS_Install_guide.pdf · Installing and Managing Trillium Software System i Table of Contents

Installing and Managing Trillium Software System

Version 11 July 2007

Opening this package indicates your acceptance of the terms and conditions of the Harte-Hanks license agreement. The customer acknowledges and agrees that (a) the System andall related documentation are confidential trade secrets of Harte-Hanks or Harte-Hankslicensors and (b) title to and intellectual property rights in the System and relateddocumentation (including without limitation all copyright, trademark, trade secret and patentrights) are and shall remain the confidential proprietary property and information of Harte-Hanks and Harte-Hanks licensors.

The customer shall use the system only in accordance with this Agreement. The customershall not disclose, copy, or reproduce any portion of the system or documentation in any formto any third person without the prior written consent of Harte-Hanks, nor allow third partiesto do the same. The customer shall keep the System and all confidential information in thestrictest confidence.

Installing and Managing Trillium Software System July 2007

Trillium Software System® is a registered trademark of Harte-Hanks. UNIX is a registeredtrademark of UNIX System Labs, Inc. AIX, AS/400, CICS, z/OS, RS-6000, and NUMA-Q areregistered trademarks of International Business Machines Corporation. HP-UX is a registeredtrademark of Hewlett-Packard Company. Windows NT, Windows 98, Windows 2000, WindowsXP are registered trademarks of Microsoft Corporation. Solaris and Java are registeredtrademarks of Sun Microsystems. Unisys is a registered trademark of Unisys Corporation. ZIPCode, ZIP +4 and CASS are registered trademarks of the U.S. Postal Service. PAF is aregistered trademark of the Royal Mail. InstallShield is a registered trademark and servicemark of InstallShield Corporation. All other brand names and products are trademarks orregistered trademarks of their respective companies.

Copyright © Trillium Software® a division of Harte-Hanks, Inc. 2007 All rights reserved.

Table of Contents

CHAPTER 1 Installation ChecklistsInstallation Checklist for TSS 11 on Windows ........................1-2

Installation Checklist for TSS 11 on UNIX .............................1-3

Installation Checklist for TSS 11 - Quality Core on Windows .1-4

Installation Checklist for TSS 11 - Quality Core on UNIX .......1-5

CHAPTER 2 Installing TSS 11 Server on WindowsPreparing to Install the TSS 11 Server...................................2-2

Review Release Notes............................................................2-2

Review Minimum Requirements...............................................2-2

Install Operating System Patches ............................................2-2

Identify Available Ports ..........................................................2-3

Design Secure Flat File Data Sources .......................................2-4

Installing TSS 11 Server Application ......................................2-8

Install TSS 11 - Metabase Server ............................................2-8

Install TSS 11 - Metabase Definitions..................................... 2-17

Examine Directory Structures ............................................... 2-20

Licensing Trillium Software System ..................................... 2-21

Starting the TSS 11 Scheduler............................................. 2-23

Limiting the Role of the TSS Metabase Administrator on Windows ........................................................................ 2-24

What’s Next......................................................................... 2-25

CHAPTER 3 Installing TSS Server on UNIXPreparing the TSS Server on UNIX.........................................3-2

Review Release Notes............................................................3-2

Installing and Managing Trillium Software System i

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Install Operating System Patches ............................................3-2

Identify Oracle Version ..........................................................3-2

Verify Sudo is Installed (optional)............................................3-3

Identify Available Ports ..........................................................3-3

Define UNIX User Accounts.....................................................3-5

Installing TSS Server Application ...........................................3-9

Install TSS 11 - Metabase Server ............................................3-9

Install TSS 11 - Metabase Definitions..................................... 3-13

Examine Directory Structures and Files .................................. 3-15

Licensing Trillium Software System ..................................... 3-17

Starting the TSS Scheduler.................................................. 3-18

What’s Next......................................................................... 3-18

CHAPTER 4 Installing TSS ClientsPreparing to Install the TSS Client .........................................4-2

Read TSS Release Notes ........................................................4-2


Verify Network Connectivity to Servers ....................................4-2

Installing TSS Client ..............................................................4-3

Examine Directory Structures ............................................... 4-11

CHAPTER 5 Setting Up and Connecting to Relational DatabasesSetting Up ODBC Source Connections....................................5-2

Determine Configuration ........................................................5-2

Install TSS ODBC Support ......................................................5-3

Create or Validate ODBC System DSN......................................5-9

Validate Login Access to the ODBC Source................................5-9

Setting Up Oracle/IBM DB2 Data Source Connections.......... 5-10

Process Overview................................................................ 5-10

Validate Access to the Relational Source................................. 5-12

Troubleshooting................................................................... 5-13

ii Installing and Managing Trillium Software System

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Sybase .............................................................................. 5-13

CHAPTER 6 Managing TSS 11 RepositoriesUsing the Metabase Manager .................................................6-2

Getting Started with the Metabase Wizard ................................6-3

Metabase Setup Checklist.......................................................6-4

Managing Your Repository .....................................................6-4

Manage TSS 11 Metabases .....................................................6-5

Manage TSS 11 Users ............................................................6-7

Manage Metabase Access .......................................................6-8

Manage Password Security .....................................................6-9

Manage Loader Connections ................................................. 6-12

Enable E-mail Notification..................................................... 6-18

Change Loader Settings to Optimize Performance................ 6-20

Change Loader Cache Size ................................................... 6-21

Disable Key/Dependency Checks at Load Time ........................ 6-21

Set Duplicate Rows at Load Time .......................................... 6-22

Add Connections to Additional Repositories.......................... 6-24

Creating TSS 11 Repository Backups ................................... 6-25

Backup and Restore on Windows Servers ............................... 6-25

Backup and Restore on UNIX Servers..................................... 6-28

What’s Next......................................................................... 6-33

Start the Trillium Software System........................................ 6-33

CHAPTER 7 Installing TSS 11 - Quality Core on WindowsAbout the TSS 11 - Quality Core Installation..........................7-2

Preparing to Install the TSS 11 - Quality Core ...........................7-2

Installing TSS 11 - Quality Core on Windows .........................7-4

Installing TSS 11 - Quality Core in Silent Mode.................... 7-10

CHAPTER 8 Installing TSS 11 - Quality Core on UNIXAbout the TSS 11 - Quality Core Installation Package............8-2

Installing and Managing Trillium Software System iii

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Preparing to Install the TSS 11 - Quality Core ...........................8-2

Installing TSS 11 - Quality Core on UNIX...............................8-4

Install TSS 11-Quality Core in Silent Mode........................... 8-10

Install TSS 11 - Quality Core in Console Mode ..................... 8-12

CHAPTER 9 Updating Postal and Census/DPV DirectoriesAbout Update Options............................................................9-2

Installation Location ..............................................................9-2

Update Procedures ................................................................9-2

Updating Postal or Census/DPV Directory Files ..........................9-3

Updating with the Automated Program.....................................9-3

Updating Directory Files Manually............................................9-5

Validating Postal/Census/DPV Directory File Integrity ............9-6

Validate with the TUHASH Utility .............................................9-6

Find the Hash Value of a File (tuhash)......................................9-6

CHAPTER 10 Uninstalling TSS 11 - Quality Core SoftwareUninstall Checklists.............................................................. 10-2

Uninstall Checklist for TSS 11 - Quality Core on Windows ......... 10-2

Uninstall Checklist for TSS 11 - Quality Core on UNIX .............. 10-2

Uninstalling TSS 11 - Quality Core on Windows ................... 10-3

Before You Begin ................................................................ 10-3

Uninstall TSS 11 - Quality Core (Windows) ............................. 10-3

Uninstalling TSS 11 - Quality Core on UNIX ......................... 10-7

Before You Begin ................................................................ 10-7

Uninstalling TSS 11 - Quality Core......................................... 10-7

Uninstalling TSS 11 - Quality Core in Silent Mode .................. 10-11

Uninstalling TSS 11 - Quality Core in Console Mode ............... 10-11

CHAPTER 11 Uninstalling TSS SoftwareUninstall Checklists.............................................................. 11-2

Uninstall Checklist for TSS Server on Windows ........................ 11-2

iv Installing and Managing Trillium Software System

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Uninstall Checklist for TSS Server on UNIX ............................. 11-3

Uninstall Checklist for TSS Client on Windows ......................... 11-3

Uninstalling TSS Server on Windows.................................... 11-4

Before You Begin ................................................................ 11-4

Remove Data Source Import Locations................................... 11-4

Stop the TSS Scheduler (Windows)........................................ 11-5

Stop the TSS inetd Service ................................................... 11-6

Uninstall Metabase Definitions (Windows)............................... 11-6

Uninstall Metabase Server (Windows) .................................... 11-7

Uninstall ODBC Support (Windows) ..................................... 11-11

Uninstalling TSS Client (Windows) ..................................... 11-12

Removing Post-Installation Files ........................................ 11-13

Removing TSS Server on UNIX .......................................... 11-14

Before You Begin .............................................................. 11-14

Stop the TSS Scheduler (UNIX)........................................... 11-14

Remove Data Import Locations ........................................... 11-15

Remove TSS Binary Files.................................................... 11-16

Remove the TSS Repository ............................................... 11-16

Remove Entries in Services File........................................... 11-17

Remove Entries from inetd.conf .......................................... 11-18

Installing and Managing Trillium Software System v

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vi Installing and Managing Trillium Software System

CHAPTER 1 Installation Checklists

Installing and Man

The installation checklists in this chapter guide you through all of the required steps to

Install Trillium Software System®

Install TSS 11 - Quality Core (optional)

If you are ever confused as to the next step in the installation process, refer to these checklists.

Trillium Software Customer Support is available Monday through Friday, 24 hours a day, to help you with any questions you may have about the Trillium Software System. This service is available for all customers on current maintenance.

E-mail: [email protected]: 978-901-0000

We recommend that TSS 11 project implementors complete a training course prior to software installation. For a complete course listing, please visit:

www.trilliumsoftware.com

aging Trillium Software System 1-1

mailto:[email protected]

http://www.trilliumsoftware.com

Installation Checklists

Installation Checklist for TSS 11 on Windows

1winadmin—Windows Administrator; madmin—TSS Metabase Administrator; tssuser—TSS User

Action Who1 How

PREPARE

1. Attend TSS 11 training (recommended) all

2. Read Release Notes and review minimum requirements

any See page 2-2.

3. Install operating system patches winadmin See page 2-2.

4. Identify available port numbers winadmin See page 2-3.

INSTALL AND LICENSE TSS SERVER APPLICATION

5. Install TSS 11 - Metabase Server winadmin See page 2-8.

6. Install TSS 11 - Metabase Definitions See page 2-17.

7. Activate TSS 11 license key winadmin See page 2-21.

8. Start TSS 11 Scheduler winadmin See page 2-23.

9. Implement higher-level security (optional) winadmin See page 2-24.

INSTALL CLIENT APPLICATION

10. Install TSS 11 Client application winadmin See page 4-3.

CONFIGURE RELATIONAL SOURCES (optional) winadmin

11. Define ODBC support winadmin See page 5-2.

12. Define Oracle data sources winadmin See page 5-10.

13. Define IBM DB2 data sources winadmin See page 5-10.

CONFIGURE METABASE(S)

14. Add Metabase madmin See page 6-5.

15. Add TSS 11 user madmin See page 6-7.

16. Grant Metabase access madmin See page 6-9.

17. Add Loader Connection madmin See page 6-9.

VERIFY Trillium Software System tssuser

1-2 Installing and Managing Trillium Software System


Installation Checklist for TSS 11 on UNIX

1root—UNIX root user; madmin—TSS Metabase Administrator; tssuser—TSS User; winadmin—Windows Administrator

Action Who1 How

PREPARE

1. Read Release Notes and review minimum requirements

any See page 3-2.

2. Install operating system patches root See page 3-2.

3. Verify sudo installation (optional) any See page 3-3.

4. Identify available port numbers any See page 3-3.

5. Define operating system user accounts - TSS 11 Loader (optional) root

See page 3-5.

INSTALL AND LICENSE TSS 11 SERVER APPLICATION

6. Install TSS 11 - Metabase Server root See page 3-9.

7. Install TSS 11 - Metabase Definitions root See page 3-13.

8. Activate TSS 11 license key root See page 3-17.

9. Start TSS 11 Scheduler root See page 3-18.

CONFIGURE RELATIONAL SOURCES (optional)

10. Define ODBC sources winadmin See page 5-2.

11. Define Oracle data sources root See page 5-10.

12. Define IBM DB2 data sources root See page 5-10.

INSTALL CLIENT APPLICATION

13. Install TSS 11 Client application winadmin See page 4-3.



15. Add TSS 11 user madmin See page 6-7.



VERIFY Trillium Software System tssuser

Installing and Managing Trillium Software System 1-3


Installation Checklist for TSS 11 - Quality Core on Windows

1winadmin—Windows Administrator; tssuser—TSS User

Action Who1 How

PREPARE

1. Review installation and system requirements winadmin See page 7-3.

INSTALL AND LICENSE TSS 11 - QUALITY CORE APPLICATION

2. Install TSS 11 - Quality Core application winadmin See page 7-4.

UPDATE POSTAL /CENSUS TABLES

1. Uncompress and update log files winadmin See page 9-2.

2. Update the Postal/Census directory files winadmin See page 9-3.

3. Validate Postal/Census directory file integrity winadmin See page 9-6.

VERIFY TSS 11 - QUALITY CORE INSTALLATION tssuser



Installation Checklist for TSS 11 - Quality Core on UNIX

1root—UNIX root user; tssuser—TSS User

Action Who1 How

PREPARE

1. Review installation and system requirements any See page 8-3.

INSTALL AND LICENSE TSS 11 - QUALITY CORE APPLICATION

2. Install TSS 11 - Quality Core application root See page 8-4.

UPDATE POSTAL /CENSUS TABLES

3. Uncompress and update log files root See page 9-2.

4. Install the Postal/Census directory files root See page 9-3.

5. Validate Postal/Census directory file integrity root See page 9-6.

VERIFY TSS 11 - QUALITY CORE INSTALLATION tssuser




CHAPTER 2 Installing TSS 11 Server on Windows

Installing and Man

This chapter steps you through the installation of the Trillium Software System® Server application and server side extensions, called Metabase Definitions. It includes steps for:

1. Preparing the TSS 11 Server

2. Installing TSS 11 Server Application

3. Licensing TSS 11

4. Starting the TSS 11 Scheduler

5. Limiting the role of the TSS Metabase Administrator (optional)


Installing TSS 11 Server on Windows

Preparing to Install the TSS 11 Server This installation process requires someone with Windows Server

administration knowledge that can apply operating system patches (if required) and create user accounts and groups.

Complete the following tasks before you install the TSS 11 Server application on a Windows server.

1. Read Release Notes and readme file.

2. Review minimum requirements.

3. Install operating system patches (if needed).

4. Identify available ports.

5. Design secure flat file data sources (if needed).

• Define Windows user group(s).

• Define any required Windows user accounts.

Review Release NotesYou’ll find Trillium Software System Release Notes available from the Trillium Software Support® site at www.trilliumsoftware.com.

Review Minimum RequirementsEnsure that the server conforms to the minimum software and hardware requirements specified in the Trillium Software System Release Notes, available from the Support page at trilliumsoftware.com.

Install Operating System PatchesRefer to the Trillium Software System Release Notes to determine if your Windows operating system requires a patch.



Identify Available PortsDuring installation, Trillium Software System® asks for at least 2 port numbers that are accessible from the client to the server and not blocked. These port numbers are used for:

TSS 11 Client (also called TSS 11)

TSS 11 Scheduler

License Server (if remotely hosted)

To find available port numbers

1. From the Windows Start menu, select Start > Run....

2. Type cmd.

3. Click OK.

4. At the prompt, type:

netstat -an

5. Press Enter.



6. Review the results. Select two ports that are not used by another application.

If the License Manager will be located on a separate machine, you will be prompted for the machine name and another port number that the license server is running on.

The numbers should be greater than 1000 and not exceed 65535, and for easy reference, should be consecutive numbers. (For example, 7600 for the Metabase Login port and 7601 for the TSS 11 Scheduler port.)

7. Make note of the available ports below. You will need them when you install the TSS 11 Server Application.

8. Type exit to close the window.

Design Secure Flat File Data SourcesThis is an optional step that is appropriate for securing flat file data sources.

If you require security for flat file data sources, you must define at least one Windows user account that can act as a TSS 11 loader user on the Windows server. When you create an Entity in Trillium Software System (that is based on a flat file data source), you are:

1. asked to choose a loader connection (created through the Metabase Manager and specifies the location of the flat file data and schema); and

If the License Server will be on the TSS 11 server (locally hosted), you need this information at installationMetabase Login Port (client port):

Metabase Scheduler Port (scheduler port):

If the License Server will NOT be on the TSS 11 server (remotely hosted), you need this additional information at installationLicense Server Host Name:

License Server Host Port:



2. prompted for a username and password to access the data source stored on the TSS 11 server.

Example

If... then...no Windows Loader User accounts are defined,

you will not have to enter a username and password. All connections to flat file data sources are available to any TSS 11 user.

at least one Windows Loader User account is defined and:

has been granted read access to the directory defined by the loader connection.

you must enter a username and password to access those data sources through TSS 11.

Assume that you have 2 teams—Accounting and Human Resources that will create Entities based on flat file data sources.

If you do not want the Accounting team to have access to the data from Human Resources, you would:

create two Windows groups—one for Accounting and one for Human Resources;

create at least one Windows user id for each group that you created and add the user(s) to the appropriate group;

create two separate directories—one for the Accounting team (C:\accounting) and one for the Human Resources team (C:\HR);

edit the properties on each directory that you created and grant full access to the group that corresponds to the directory.

IMPORTANT: Make sure that the TSS 11 Administrator (tssadmin) is not included in any group that has access to the directory.



Create a Secure Flat File Data Directory

The process for creating a secure area for flat file data sources is:

Create a Windows group for each secure area.

Create at least one Windows user id for each Windows group that you created and add the user(s) to the appropriate group.

Create a directory for each group.

Edit the properties on each directory that you created and grant full access to the group that corresponds to the directory.

To create a Windows user group for each secure location

A user group is only required if you plan to access data from flat file data sources requiring secure directory locations.

If you only intend to directly import data from a relational source, you do not need to perform this step since a Windows user id is not required. The only user required is RDBMS login access.

1. As the Windows Administrator, create a user group on the TSS 11 server to contain Windows user ids that can access a secure area.

There are no naming restrictions for group names, but it is recommended that you name it something meaningful.

2. From the Windows Control Panel, open Administrative Tools, Local Security Policy and add the new group to Local Policies, User Rights Assignment, Log on as a batch job.



3. Add the new user group.

To create a Windows user account that acts as TSS 11 loader

A Windows user account acting as a TSS 11 loader user is only required if you plan to access data from flat file data sources requiring secure directory locations.

The following steps can be done now or after you have defined your loader connections (page 6-9).

If you only intend to directly import data from a relational source, do not perform this step since a Windows user id is not required. The only user required is RDBMS login access.

1. Determine whether you will create a single user account that the team will share or if each user will have their own user account.

2. Create the Windows user account(s).

3. Add each user account (that will access the flat file data) to the appropriate Windows user group for each secure location (created in “Create a Windows group for each secure area.” on page 2-6).

IMPORTANT: User account not contained in the Windows Group, will not be able to import flat file data for that loader connection.



Installing TSS 11 Server ApplicationThere are two required steps for installing the TSS 11 Server application:

install TSS 11 - Metabase Server and

install TSS 11 - Metabase Definitions.

Those who want to restrict the role of the TSS Metabase Administrator to that of file owner for the application binaries and metabase files can do so by setting the appropriate user, data, and service security policies. See “Limiting the Role of the TSS Metabase Administrator on Windows” on page 2-24.

Install TSS 11 - Metabase ServerTo install TSS 11 Server Application (Metabase Server)

1. Log on the server on which you plan to install the Trillium Software System Application.

2. Insert the Trillium Software System CD/DVD into the appropriate drive of your computer.

If the installation wizard does not start automatically, explore the CD/DVD using Windows Explorer, navigate to the DscWIM directory and double-click the DscWIM.exe file.

3. Click Metabase Server.

4. If you have completed all of the preparation steps in the previous section, click Next.

If you have not completed the preparation steps, stop the installation and go to “Preparing to Install the TSS 11 Server” on page 2-2.



5. The Welcome window displays. Click Next.

6. Read the License Agreement. If you agree to comply, select the option I accept the terms in the license agreement and click Next.



7. Enter your User Name and Organization.

8. In Install this application for:, select one of the following options:

9. Click Next.

Options Means...

anyone who uses the computer (all users)

anyone who logs on to this computer can access it

only me only the person logged on to the account you are currently using, will be able to access this application



10. Select an installation directory for the TSS 11 Server Application (Metabase Server).

This path will be referred to as the Server Path. You will be asked to specify a path for the Repository in the next step. These 2 paths should be distinct. For example, if you specify the Server Path as C:\Trillium_Software_System\server, and you want this to be the root for both the Server and Repository paths, then make sure the Repository Path has its own directory, such as C:\Trillium_Software_System\repository\.

11. Click Next.



12. Select a directory location for the TSS 11 Repository.

This directory will hold the TSS 11 Repository (containing one or more Metabases) on this server. This book will refer to this path as the Repository Path.

You were asked to specify a Server Path in the last step. These 2 paths should be distinct. For example, if you specified the Server Path as C:\Trillium_Software_System\server, and you want this to be the root for both the Server and Repository paths, then make sure that the Repository Path has its own unique directory. In this example, you could define the Repository path as C:\Trillium_Software_System\repository\ without any issues.

13. Click Next.

14. Specify the Metabase Login Port and the Metabase Scheduler Port numbers.



These are the ports that you identified on page 2-3.

15. Click Next.

16. Specify one of the following options.

Select If the License Server is...

Local locally hosted.

Remote remotely hosted on a server other than the TSS 11 server. If this option is selected, the next window will ask for the License Server Host Name and the License Server Host Port. These were identified on page 2-3.



17. Click Next.

18. Create a Repository Boot User. This user is also known as the Metabase Administrator.

The Metabase Administrator logs on to the Metabase Manager tool to create and manage the TSS 11 Metabases, define TSS 11 users, grant access to Metabases, and create data connections to the Metabases.

a. In Username, type a username for the Metabase Administrator. The recommendation is madmin, but you may use any name you choose.

b. In Password, type the password that the Metabase Administrator will use to access the Metabase Manager and perform administrative tasks.

Do not forget your Metabase Administrator username or password after you create it. If you forget it, you will not be able to log on to mtb_admin or the Metabase Manager and perform other TSS 11 tasks. We recommend that you document the username/password and secure it in a safe place.



19. Click Next.

20. In the next window, click Install.



21. A status window displays the progress of the installation.

22. Please wait until you see this window, then click Finish.



Install TSS 11 - Metabase DefinitionsTo install TSS 11 - Metabase Definitions

1. Make sure that:

a TSS 11 - Metabase Server has been installed.

2. The main window of the TSS 11 Installation should still be open, if not, re-insert the CD/DVD into the appropriate drive of your computer.

If the installation wizard does not start automatically, explore the CD/DVD using Windows Explorer, navigate to the DscWIM directory and double-click the DscWIM.exe file.

3. Click Metabase Definitions.

4. Click Next.



5. Click Install.

6. The Installation status window displays. Please wait while the installation completes.



7. Click Finish.



Examine Directory StructuresAfter you install both Metabase Server and Metabase Definitions, two (2) new directory structures are created that contain the files and folders related to the TSS 11 Server Application and TSS 11 Repository.

Server Directory

If you selected the default directory during the Metabase Server installation, your server application directory structure will look like this:

This book will refer to the path that you specified during installation as the Server Path.

Repository Directory

If you selected the default Repository directory during the Metabase Server installation and your TSS 11 Application Administrator user is named tssadmin, the Repository structure will look like this:

This book will refer to the path that you specified during installation as the Repository Path.



Licensing Trillium Software SystemBefore you can work with TSS 11, you must activate the license that was shipped with the product.

Please note that your license key is located on the License Key CD/DVD that was shipped with Trillium Software System.

To activate the license key

1. From the installation CD/DVD, copy the license.txt file into the directory:

<Server Path>\etc

Example

If for some reason you did not receive a license key with your product shipment, request a license key by contacting Trillium Software Customer Support Help Desk at [email protected].

2. From the programs list on the Windows Start Menu, select Trillium Software System 11 > Metabase Server > Administrator Command Prompt.

3. When prompted, log on with the Repository Boot User name (for example, madmin) and password that you created on page 2-14.

If you specified the Server Path as

C:\Program Files\Trillium Software\MBSW\11\

then you would copy the license.txt file to

C:\Program Files\Trillium Software\MBSW\11\etc



4. At the prompt _control: , type activate and press Enter.

A message stating Successfully activated license should display.

5. At the prompt _control: , type exit to close the window.

The _control metabase is a special metabase that allows you to set up your system. Never log on to the _control metabase and attempt to import data to it.



Starting the TSS 11 SchedulerBefore you can begin working with TSS 11, you must start the TSS 11 Scheduler.

To start the TSS 11 Scheduler

1. From the Windows Control Panel, open Administrative Tools, Services.

2. Right-click on the service named TSS 11 - Scheduler and select Start.

The Status will change to Started.

3. You can now:

configure relational sources See “Setting Up and Connecting to Relational Databases” on page 5-1

OR

install TSS 11 client See “Installing TSS Clients” on page 4-1



Limiting the Role of the TSS Metabase Administrator on WindowsIf you do not want the TSS Metabase Administrator account to be an Administrator account on the machine (and thereby have full control over the operating system), you can limit the role of the TSS Metabase Administrator account to that of a file owner for the application binaries and metabase files. The TSS Metabase Administrator would then be restricted from further interaction with the operating system.

To limit the role of the TSS Metabase Administrator on Windows

1. Create the following user accounts:

• madmin - TSS Metabase Administrator account

• muser - User account that is accessible by users of the TSS 11 - Metabase Server and that has access to the appropriate data sources

2. Apply the “Log on as Batch Job” group policy privilege to every user account that is to be used to access data through the TSS 11 Create Entity Wizard.

3. Install the TSS 11 - Metabase Server, and choose the option to install for madmin only.

4. Change all Trillium services to be run by Local Service. Apply the “Log on as Service” group policy privilege to the Local Service account.

5. Set the following directory permissions:

• Import directories − Grant permission for muser to read the directories where the data will be stored. Ensure that Local Service does not have permission to do so.

• Application directory − Grant full control permissions to Local Service and deny access for muser.

• Metabase directory − Grant full control permissions to Local Service and deny access for muser.



What’s NextYou can continue with the installation by performing either of the following tasks:


install TSS 11 client See “Installing TSS Clients” on page 4-1




CHAPTER 3 Installing TSS Server on UNIX

Installing and Man

This chapter guides you through the installation of the Trillium Software System® on the UNIX platform. It describes these steps:

1. Preparing the TSS Server

2. Installing the TSS Server Application

3. Licensing Trillium Software System

4. Starting TSS Scheduler


Installing TSS Server on UNIX

Preparing the TSS Server on UNIXComplete the following prerequisites prior to installing the TSS Server Application on a UNIX server:

1. Read Release Notes and readme file

2. Review minimum requirements

3. Install operating system patches

4. Identify Oracle version (if you plan to access Oracle data sources)

5. Verify Sudo installation (optional)

6. Identify available ports

7. Define required UNIX user accounts

Review Release NotesYou’ll find Trillium Software System Release Notes available from the Trillium Software Support site at www.trilliumsoftware.com.

Review Minimum RequirementsEnsure that the server conforms to the minimum software and hardware requirements specified in the Trillium Software System Release Notes, available from the Support site at trilliumsoftware.com.

Install Operating System PatchesRefer to the document Trillium Software System Release Notes to determine if your UNIX operating system requires a patch.

Identify Oracle VersionYou will be asked during installation to specify the version of Oracle (if any) that you plan to access with TSS. Make a note of your Oracle version.

Oracle version



Verify Sudo is Installed (optional)Trillium Software System does not require the installation of sudo (Super User DO), but sudo is required on the TSS server if you would like to take advantage of TSS data security features.

If you have sudo installed, you can secure multiple data directory locations for flat file sources on the server.

Example

To verify that sudo is installed

Follow these steps to determine if the server has sudo installed:

1. Perform a UNIX search for sudo. It is usually located in the directory /usr/bin/.

If sudo exists, sudo is installed. If not, and you want to install it. Refer to your UNIX system administrator for more information on installing sudo.

Identify Available PortsDuring the installation Trillium Software System® asks for separate port numbers (accessible from the client to the server and not blocked) for the:

TSS Client

TSS Scheduler

License Manager (if hosted remotely)

If you have sudo installed on the server, you can provide Team A with access to data in the directory /team_a_data/ while restricting access from Team B who should have access to their own data in /team_b_data/

Data stored in these secure locations are then accessed and imported into TSS through the Create Entity Wizard of the TSS Client.



To find available port numbers

1. On the TSS server, you should:

• inspect the services file, located at: /etc/services, and

• type the command netstat -an to identify ports that have applications listening on them.

2. Decide on two free port numbers for the Client and Scheduler/License Manager.

If the License Manager will be located on a separate machine, you are prompted for the machine name and another port number that the license server is running on.

Port numbers should not exceed 65535 and ports less than 1024 are typically reserved. For easy reference, port numbers should be consecutive numbers. For example 7400 for Metabase port and 7401 for Scheduler port.

3. Make note of the port numbers and machine name:

If the License Server will be on the TSS server (locally hosted), you will need this information at installation

Metabase Login Port (client port):

Metabase Scheduler Port (scheduler port):

If the License Server will NOT be on the TSS server (remotely hosted), you will need this additional information at installation

License Server Host Name:

License Server Host Port:



Define UNIX User AccountsTrillium Software System (TSS) relies on two types of users: UNIX users and TSS users.

UNIX User Accounts

The users that you define in this section require UNIX user accounts. These users are described below.

TSS Users

During installation, you will create one TSS user—Metabase Administrator (aka Repository Boot User). This is detailed under “To install TSS 11 - Metabase Server and create Metabase Administrator” on page 3-9.

You will create the rest of the TSS Application users using the Metabase Manager after the installation completes. The process is defined in “Manage TSS 11 Users” on page 6-7.

Application Administratorcreated through UNIX

UNIX userid that installs the TSS Server application and administers the TSS Scheduler and License Manager.

Loader Usercreated through UNIXNot required if you plan to directly access data from relational sources (IBM DB2, Oracle, ODBC). You will, however, need a userid that gives you access to each specific database.

Required if loading data from flat file sources (delimited, COBOL defined, Trillium files).

UNIX userid that can access (through a login screen in the TSS interface) data import directories located on the TSS server.

Metabase Administratorcreated during TSS installation

TSS user account that creates and maintains TSS Repositories, defines Metabases, TSS users, and data connections. This user is also known as the Repository Boot User.

TSS Usercreated after installation through TSS Metabase Manager

TSS user account that can access TSS Metabase(s) through TSS client interface. Users should not access the TSS Metabases as the Repository Boot User (administrator only).



Sudo configuration

If you are leveraging the security features of sudo, the user installing the Trillium Software System® application must have sudo rights and ensure that sudo is properly configured.

Skip these steps if sudo is not installed at your site.

To grant sudo rights to a user

1. As the UNIX root user, type the command: visudo.

This brings up the file named sudoers for editing.

IMPORTANT: You must always edit this file through the visudo command.

2. In the Defaults: specification section, add the following entries:

Defaults:<user_id> targetpwDefaults:<user_id> passwd_tries=1Defaults:<user_id> timestamp_timeout=0

Example

3. In the User Privilege specification section, add:

<user_id> ALL=(ALL) ALL

Example

4. Save the file and exit.

If the TSS Application Administrator user_id is tssadmin, add the following entries:

Defaults:tssadmin targetpwDefaults:tssadmin passwd_tries=1Defaults:tssadmin timestamp_timeout=0

If the TSS Application Administrator user_id is tssadmin, add:

tssadmintssadmin ALL=(ALL) ALL



To verify that sudo is correctly configured

To properly verify sudo configuration, you should perform the following steps twice.

1. Type:

sudo -u <user id> id

2. When prompted, enter the password for the user.

3. Type the command: id

The operating system should return the UNIX uid of the user. If not, contact your System Administrator.

Example

Define TSS Loader User(s) to Access Flat File Sources

Define a TSS Loader User account on the UNIX server if you plan to import data from flat files. When you import flat file data into Trillium Software System, you will access the file location on the server through a UNIX userid.

For example, if you are importing flat files described by COBOL copybooks that are residing on the TSS server in the directory /data, then you require a TSS Loader User (UNIX userid) that can log on to the TSS server and read the files from /data.

You will define the data storage locations when you create data import connections after installation.

If the TSS Loader user is “loader1”, the command and result would look similar to:



The following steps can be done now or after you define your Loader Connections.

To create a TSS Loader User (for flat file data sources)

If you intend to only import data directly from a relational source, you do not need to perform this step since a UNIX userid is not required. The only user required is for RDBMS login access.

1. Define a new UNIX user account or use an existing user account to act as a TSS Loader User.

2. In either case, make sure that the TSS Loader User account has read access to the data import directory that you will define when you create a Loader Connection.

All flat file data to be imported into TSS must reside on the local server disk. TSS Loader Users will NOT be able to import flat file data into TSS without access to the data import directories.



Installing TSS Server ApplicationThere are two required steps for installing the TSS Server application on UNIX:

install TSS 11 - Metabase Server

install TSS 11 - Metabase Definitions.

Install TSS 11 - Metabase ServerTo install TSS 11 - Metabase Server and create Metabase Administrator

1. Log on the server on which you plan to install the Trillium Software System as a UNIX root user.

2. Insert the Trillium Software System CD/DVD.

3. From the CD/DVD, copy the file named TSDCleansing.tar to a convenient location on the UNIX server.

4. On the CD/DVD, locate the directory \server\unix\<platform name>

where <platform name> is the operating system type; for example, Linux or HP-UX.

5. Copy the file named setup to the same convenient location on the UNIX server.

6. Run the setup file with the following command:

./setup

If you have problems executing this file, make sure setup has Execute permission for TSS Application Administrator. If not, use the chmod command to grant permission.

7. At the prompt: Please enter the name of your organization:, type your company name and press Enter.

8. At the prompt: Where would you like to install the TSSv11 application?, enter a directory location and press Enter.

The application binaries will be installed in this location.



In this book, this path will be referred to as the Server Path. You will be asked to specify a path for the Repository (Metabases) in the next step. These 2 paths should be distinct. For example, if you specify the Server Path as /trillium/server/, and you want this to be the root for both the Server and Repository paths, then make sure that the Repository Path has its own unique directory. In this example, you could define the Repository path as /trillium/repository/ without any issues.

9. At the prompt: Where would you like to install your metabases?, enter a directory location for your metabase directory and press Enter.

This directory will hold the TSS Repository (containing one or more Metabases) on this server. This book will refer to this path as the Repository Path.

You were asked to specify a Server Path in the last step. These 2 paths should be distinct. For example, if you specified the Server Path as /trillium/server/, and you want this to be the root for both the Server and Repository paths, then make sure that the Repository Path has its own unique directory. In this example, you could define the Repository path as /trillium/repository/ without any issues.

10. At the prompt: Enter the Metabase boot login name:, create a user name for the Metabase Boot User and press Enter.

The Metabase Administrator (aka Metabase Boot User) is responsible for maintaining Repositories, Metabases, data connections, and all other users. There are no naming restrictions, but the recommendation is that the user account be named madmin.

Do not forget your Metabase Administrator username or password after you create it. If you forget it, you will not be able to log on mtb_admin or the Metabase Manager and perform other TSS tasks. We recommend that you document the adminid/password and secure it in a safe place.

11. At the prompt: Enter the Metabase boot login password:, create a password for the Metabase Boot User and press Enter.



12. At the prompt: Will your license manager be local or remote?, type a number (1 or 2) to specify whether the License Server is local or remote and press Enter.

13. At the prompt: Enter port number for Client login:, specify the Metabase Login Port (you identified on page 3-3) and press Enter.

14. At the prompt: Enter port number for Scheduler:, specify the TS Metabase Scheduler Port (you identified on page 3-3) and press Enter.

15. At the prompt: TSQ Cleansing Package found in /<path>/TSDCleansing.tar. Use this file? (y/n):, type y if this is the correct file.

If the file was not found, you will see this prompt: Enter path to TSDCleansing.tar. Start a new UNIX session and copy the TSDCleansing.tar file to a convenient location on the server. Once copied, go back to the session where the installation process is waiting and specify the path as the location where you just copied the TSDCleansing.tar file.

Option Description

1 Localspecifies that the License Server will be hosted locally. This is the default.

2 Remotespecifies that the License Server is remotely hosted on a server other than the TSS server. Use this option when you install on multiple servers. If this option is selected, the next window will ask for the License Server Host Name and the License Server Host Port. These were identified on page 3-4.

Option Description

y Yesspecifies to use the TSDCleansing.tar file located in the displayed directory.

n Nospecifies that this TSDCleansing.tar file is not the file you want to use.



16. At the prompt: Please check your installation settings to make sure they are correct. Continue installation? (y/n):, verify that the settings that you have specified are correct.

17. After the binaries are untarred, at the prompt: Choose your oracle version:, type the option number (1, 2 or 3) that applies to your site and press Enter.

Depending on your operating system and configuration, you may see different choices for Oracle client versions.

18. At the prompt: Install Metabase Services now? (y/n):, type y to install or n to not install at this time.

Option Description

y Yesspecifies that settings look correct and you wish to continue the installation.

n Nospecifies that settings are not satisfactory. The program takes you back to the beginning of the process.

Option Description

1 Oracle 8i (default)specifies that your site has installed Oracle 8i and settings are correct.

2 Oracle 9ispecifies that your site has installed Oracle 9i and settings are correct.

3 Nonespecifies that you do not wish to connect to an Oracle data source.



19. When you see Metabase Server Installation complete, the installation has completed successfully.

Install TSS 11 - Metabase DefinitionsTo install TSS 11 - Metabase Definitions

1. Log on the TSS server as UNIX root user.

2. Insert the Trillium Software System CD.

3. Locate the directory on the CD \Client\SvrSide\unix\<platform name>

where <platform name> is the operating system type; for example, Linux or HP-UX.

4. Copy the file named setup to a convenient location on the UNIX server.

Because this file does not have a unique name, make sure to copy it to a location different than where you copied the setup file for the Metabase Server installation (step 4 above) to avoid overwriting that file.

5. From the directory where the setup file was copied, run it with the following command:

./setup

If you have problems executing this file, make sure setup has

Type... If...

y Yesspecifies that you have root access and wish to proceed. You will be prompted for the root user’s password. Enter the root password and continue with the installation process. Go to the next step.

n Nospecifies that you do not have root access or that you do not wish to install Metabase Services at this time. You will be prompted to complete the installation manually by logging on as root and issuing the command setup -root from the same location as the script named setup.



Execute permission for TSS Application Administrator. If not, use the chmod command to grant permission.

6. At the prompt: Install to:, specify the following location:

/<Server Path>/metabase where <Server Path> is the path that you specified when asked Where would you like to install the TSSv11 application?.

For example, if your TSS Server application was installed at /home/tssadmin/trillium/server, then you would type /home/tssadmin/trillium/server/metabase.

7. Press Enter.

8. At the prompt: login:, type the Metabase boot login name that you created in step 10 on page 2-10 (Ex. madmin), and press Enter.

9. At the prompt: password:, type the Metabase boot login password that you created in step 11 on page 2-10, and press Enter.

10. When you see Installation complete, you may type exit to end the session.

To apply Metabase definitions after the installation

If you enter an incorrect Metabase boot login name or password when installing the Metabase definitions, you can manually run ./mtb_admin to log on and “upgrade” the boot settings.

1. Log on the TSS server as the UNIX root user.

2. Change directories to the metabase/bin directory of the Server Path.

For example, if your TSS Server application was installed at /home/tssadmin/trillium/11, then you would change directories to /home/tssadmin/trillium/11/metabase/bin.

3. Type the following command and press Enter:

./mtb_admin

4. When prompted, enter the Metabase Administrator's username (for example, madmin) and password.



5. At the prompt _control:, enter this command and press Enter:

upgrade

6. To exit mtb_admin, at the prompt _control:, type exit.

Examine Directory Structures and FilesAfter you have installed the TSS Server Application, two (2) new directory structures containing files and folders related to the TSS Server Application and TSS Repository are created on the server.

Server Path

TSS Server Application is installed in the directory that you specified during installation when asked Where would you like to install the TSS 11 Application?. This book will refer to this path as Server Path. The Server Path includes, but is not limited to, the following directories and files:<Server Path>/

bin/mtb_adminmtb_serverscheduler

etc/config.txt

lib/library/

encoding/



Repository Path

TSS Server Application is installed in the directory that you specified during installation when asked Where would you like to install your metabases?. This book will refer to this path as Repository Path. The Repository Path includes, but is not limited to, the following directories and files:

Additional Files

During installation, a file named .TSDiscovery is created in the home directory of the user that installed Trillium Software System. Initially, this file is empty. If you plan to access Oracle or IBM DB2 data sources, you will need to modify this file to specify how to access these RDBMS applications in your environment. See “To modify the .TSDiscovery file on a UNIX Server” on page 5-11.

<Repository Path>/

export/import/logs/metabase/

_control/tmp/trilproj/



Licensing Trillium Software System Please note that your license key is delivered on the License Key CD/

DVD that is shipped with Trillium Software System®.

To activate the license, you must be logged on as the UNIX root user.

To activate a license key on the TSS Server

1. Make sure that you are logged on the TSS server as the UNIX root user.

2. Copy the license.txt file from the installation CD into the metabase/etc directory of the Server Path.

For example, if TSS Server application was installed at /home/tssadmin/trillium/11, then you would change directories to /home/tssadmin/trillium/11/metabase/etc.

3. Change directories to the metabase/bin directory of the Server Path.

For example, if your TSS Server application was installed at /home/tssadmin/trillium/11, then you would change directories to /home/tssadmin/trillium/11/metabase/bin.

4. Type the following command:

./mtb_admin

5. When prompted, enter the Metabase Administrator's username and password (Ex. madmin).

6. At the prompt _control: enter the following command and press Enter.

activateActivation of your license key is complete.

7. Type the following command to exit the mtb_admin tool.

exit



Starting the TSS SchedulerBefore you can begin working with TSS, you must start the TSS Scheduler.

To start the TSS Scheduler

1. Make sure that you are logged on the TSS server as the UNIX root user.

2. Make sure that you are in the directory:

<Server Path>/metabase/bin

For example, if the Server Path is /home/tssadmin/trillium/11, then you would change directories to /home/tssadmin/trillium/11/metabase/bin.

3. Type the command: ./scheduler -start and press Enter.

4. You are now ready to either:

• Configure relational data sources.

• Install TSS Clients. See “Installing TSS Clients” on page 4-1.

What’s NextYou can continue with the installation by performing either of the following tasks:


install TSS client See “Installing TSS Clients” on page 4-1


CHAPTER 4 Installing TSS Clients

Installing and Man

This chapter guides you through the steps required to install the TSS Client software. It describes

Installing the TSS Client

Reviewing the client directory structure


Installing TSS Clients

Preparing to Install the TSS Client This installation process requires someone with Windows Server

administration knowledge that can apply operating system patches (if required) and create user accounts and groups.

Complete the following prerequisites prior to installing TSS Server Application on a Windows server.

1. Read TSS Release Notes and readme file.

2. Review minimum requirements.

3. Verify network connectivity and access to the TSS server.

Read TSS Release NotesYou’ll find Trillium Software System Release Notes available from the Trillium Software Support site at www.trilliumsoftware.com.

Review Minimum RequirementsVerify that the computer on which you plan to install the TSS Client conforms to the minimum software and hardware requirements specified in “Trillium Software System Release Notes”, available from Trillium Software Support at trilliumsoftware.com.

Verify Network Connectivity to ServersMake sure that the TSS client is able to connect to the TSS server. If you plan to install the TSS 11 - Quality Core add-on components, you must also make sure that the TS Quality Server has access to the TSS client and server.

To ensure network connectivity to the TSS server

Try to telnet from the TSS client to the TSS server. Contact your system administrator if you are unable to connect.

If you are unable to telnet to the TSS server, you will not be able to install the TSS client.



Installing TSS ClientComplete the following steps for each client machine that will access TSS.

To install TSS client

1. As the Windows Administrator, insert the TSS Installation CD into the appropriate drive of your PC.

If the installation wizard does not start automatically, explore the CD using Windows Explorer, navigate to the DscWIM directory and double-click the DscWIM.exe file.

2. Click TSS Gui.

3. Click Next.



4. Read the License Agreement. If you agree to comply, select I accept the terms in the license agreement.

5. Click Next.

6. In the next window, type a User Name and the name of your Organization.

7. Select one of the following options:

Option Descriptionanyone who uses this computer anyone who logs on this computer can

access it

only for me only the person logged on the account you are currently using, will be able to access this application



8. Click Next.

9. In the Setup Type window, select one of the following options:

Option Description

Complete Installs all TSS client components (including Metabase Manager) under the default directory: C:\Program Files\Trillium Software\TssUI\11\

Custom Select to:Install the client components in a directory other than the default: C:\Program Files\Trillium Software\TssUI\11\opt out of installing the Metabase Manager on this machine



a. If you select Complete, click Next and go to Step 10.

a. If you select Custom and click Next, the Custom Setup window dis-plays.

b. Select the component(s) and feature you want to install.

10. Click Next to continue.



11. The License Server window displays.

The License server is the server where the TSS license is stored.

a. In License Server Host Name, type the name of the server that stores the TSS license.

If you are installing TSS client on the same machine as TSS Server, you can type localhost for the License Server Host Name.

b. In License Server Host Port, accept the default or type the port number for the server that stores the TSS license. If you have a remote license, this is the License Server Host Port that you specified during the TSS Server Application installation. If you have a local license, this is the Metabase Scheduler Port that you specified during the TSS Server Application installation.

Ensure that you have activated the necessary TSS license, otherwise, you will not be able to work with TSS. See “Licensing Trillium Software System” on page 2-21 for Windows installations and page 17 for UNIX server installations.



12. Click Next.

13. Specify a TSS Repository that this client will access by filling in the fields based on the information below.

14. If this client will access an alternate TSS Repository, click More and specify the Repository (see step 10).

15. Click Next.

Field Description

Repository Name Local name for the Repository stored on the TSS Server. This name is displayed in the login screens of this client. Choose any name that is meaningful to the person accessing the Repository.

Repository Host Name Actual server name where the Repository is stored.

If you are installing TSS client on the same machine as TSS Server, you can type localhost for the Repository Host Name.

Repository Port Metabase Login Port defined during TSS Server application installation. See page 2-3 (Windows servers) and page 3-3 (UNIX servers)



16. Click Install.

17. The status window displays. Please wait while the installation completes.



18. Click Finish.

If your TSS Server is UNIX and you receive an error message, try logging on to the client. If you can open the client without any issues, then you can ignore the error message. If you are unable to log on to the client, contact Trillium Software Customer Support.

19. If you have installed the TSS Server Application and optionally configured relational sources, continue to “Using the Metabase Manager” on page 6-2 to complete the installation process.



Examine Directory StructuresOnce you have installed the TSS client, a new directory structure is created on the client containing files and folders related to TSS.

Client Directory

If you selected the default directory during installation, your client application directory structure will look like this:




CHAPTER 5 Setting Up and Connecting to Relational Databases

Installing and Man

This chapter guides you through the configuration steps for:

Setting up ODBC data source connections

Setting up Oracle database connections

Setting up IBM DB2 database connections


Setting Up and Connecting to Relational Databases

Setting Up ODBC Source ConnectionsBefore you can import data from an ODBC source, you must:

1. Determine a configuration,

2. Install TSS ODBC support,

3. Create or validate ODBC system DSN, and

4. Create a TSS Loader Connection to access the ODBC Source.

Determine ConfigurationIn order to import data from ODBC sources, you must install TSS ODBC support on a Windows Server.

TSS ODBC support does not have to reside on the same machine as the TSS server or client.



Install TSS ODBC Support To install TSS ODBC Support on a Windows Server

1. Log on to the server (where you want to apply TSS ODBC Support) as the Windows Administrator.

2. Insert the Trillium Software System CD into the appropriate drive of your PC.

If the installation wizard does not start automatically, explore the CD using Windows Explorer, navigate to the DscWIM directory and double-click the DscWIM.exe file.

3. From the TSS installation menu, click ODBC Connectivity.



4. Click Next at the following window.

5. Read the License Agreement. If you agree to comply, select I accept the terms in the license agreement.

6. Click Next.



7. The License Agreement window displays. Enter your User Name and the name of your Organization.

8. In Install this application for, select one of the following options:

9. Click Next.

anyone who uses the computer (all users)

Means anyone who logs on this computer can access it

only me Means only you will be able to access this application



10. Select a location for the TSS ODBC binaries.

11. Click Next.

12. Specify where you want the application log file installed.

13. Click Next.



14. Specify an ODBC Adapter Port, and note the assigned port number.

This is the port for the TSS ODBC Service. You will be asked for this port number when you define the ODBC Loader Connections (see page 6-9). This port must not be used by any other service on the machine. Take note of this port number.

15. Click Next.



16. Click Install.

17. The TSS 11 ODBC Adapter install status window displays. Please wait while the installation completes.



18. After the installation completes, click Finish.

19. If you intend to import data from Oracle or IBM DB2, continue to those sections now. Otherwise, return to the installation checklist for your server (Windows on page 1-2; UNIX on page 1-2).

Create or Validate ODBC System DSNHave your System Administrator verify the existence of an ODBC system DSN for the ODBC source that you will access to import data. Depending on your site, you may already have an ODBC system DSN established for the ODBC source. If you do not have one, create one.

Validate Login Access to the ODBC SourceTo import data directly into Trillium Software System from an ODBC source, a TSS user must have login access to the ODBC source. Ensure that the login credentials are valid.



Setting Up Oracle/IBM DB2 Data Source Connections

Process OverviewMake sure that you complete all of these steps:

1. Ensure the TSS Server Application is installed.

2. Ensure that the appropriate Oracle/IBM DB2 client is installed on the TSS server.

3. Ensure that you can connect to Oracle/DB2 from an Oracle/IBM DB2 client that is installed on the TSS server machine.

a For Oracle, try to connect using Net Assist, or similar application. a For IBM DB2, try to connect through Command Center or Control

Center, or a similar application.

4. For Oracle, find out how the database (that TSS will access for data imports) is named by checking the name specified in the tnsnames.ora file.

5. For TSS Server on UNIX, modify the TSS file .TSDiscovery to reflect your site configuration. See the task below for details.

6. Ensure that IBM DB2 and Oracle asynchronous I/O processes have not been removed to increase available memory. This action could result in connectivity failure to these RDBMS applications.

7. Ensure that you have login access to your IBM DB2 or Oracle data sources.

8. Define an IBM DB2 or Oracle Loader Connection using the Metabase Manager.



To modify the .TSDiscovery file on a UNIX Server

The following steps are only necessary for TSS Servers on UNIX. If an Oracle/DB2 client is installed on the TSS Server for Windows, the environment information is automatically located through the system environment variables.

When working with Trillium Software System, Inetd accesses the TSDiscovery file to gather environment information. By making the following changes to the TSDiscovery file, you are ensuring that the Trillium Software System knows how to access Oracle and IBM DB2 databases.

1. Log on the TSS Server as UNIX root user.

2. Stop the Scheduler.

See “To stop the TSS Scheduler” on page 11-14.

3. Go to the home directory of the user that installed Trillium Software System.

4. Type the command ls -al and locate the file named .TSDiscovery.

5. Open the file named .TSDiscovery for editing.

6. Add an entry to the file based on the following table:

Relational Database

Add...

Oracle the entry:export ORACLE_HOME=<path to Oracle client>

IBM DB2 an entry to run the db2profile script that is supplied with IBM DB2.

Precede the script with a “.” to ensure the environment gets updated.

For example:. /home/db2inst/lib/db2profile



You may be able to copy the required Oracle and IBM DB2 information from the file named .profile found in the home directory of the user that installed Trillium Software System.

7. Save and close the file.

8. Restart the Scheduler.

See “To start the TSS Scheduler” on page 3-18.

9. Return to the installation checklist for your server (Windows on page 1-2; UNIX on page 1-2).

Validate Access to the Relational SourceTo import data into Trillium Software System directly from IBM DB2 or Oracle, a TSS user must have login access to IBM DB2 or Oracle. Ensure that you have a valid RDBMS user name and password.



Troubleshooting

SybaseIf you receive the following error when trying to load data from a Sybase source: Remote command failed, [DataDirect][ODBC Sybase Wire Protocol driver][SQL Server]Incorrect syntax near x, make sure that the Sybase ASE ODBC Driver configuration settings (Advanced tab) has the option Enable Quoted Identifiers selected.




CHAPTER 6 Managing TSS 11 Repositories

Installing and Man

This chapter describes steps for configuring and managing Metabases in a Trillium Software System® Repository. It includes information about:

Managing TSS 11 Metabases

Managing TSS 11 Users

Managing Loader Connections

Creating backups of TSS 11 Repositories

In the Trillium Software System, a Repository is a collection of one or more Metabases with has its own set of users, data connections, security, and performance settings.

Each Trillium Software System (TSS 11) Server installation installs a single Repository. An administrator must then configure Metabases for the installed Repository.

The Metabase Manager is an administrative tool that gives you access to each Repository allowing you to administer TSS 11 Metabases, add TSS 11 Users, manage Loader Connections, and configure security.

There can be only one Repository per installation of the TSS 11 Server Application. On Windows servers, you can install one Repository per


Managing TSS 11 Repositories

server. On UNIX servers, you can install multiple Repositories on one server. The Trillium Software System user interface (client) accesses the Repositories you define for your site.

Using the Metabase ManagerThe Metabase Manager is an administrative tool that helps you add one or more Metabases to a Repository and set up the connections to data sources. It also allows an administrator to manage the users who will have access to the data in the Metabase.

You can access the Metabase Manager from the Windows Start menu.

To log on to the Metabase Manager

1. From a TSS 11 client, open the Metabase Manager by clicking on the Windows Start Menu and selecting Trillium Software System, TSS 11, Metabase Manager.

2. After the Metabase Manager displays, select a Repository from the list.

At least one Repository is defined during the TSS 11 User Interface (client) installation. See page 4-3.

3. Enter the Username and Password for the Metabase administrator that was defined during the TSS 11 Server installation (madmin).

4. Click OK.



Getting Started with the Metabase WizardA Metabase Administrator must add and configure the Metabases in a Repository and make them accessible to users. At minimum, the Metabase must be connected to specific data sources (for data import), and users must be given access to the Metabases in which they plan to work. Additionally, security needs to be set up so that unauthorized users do not have access to the data in a Metabase.

If you are setting up a Metabase for the first time, you may find it helpful to use the Get Started Wizard in the Metabase Manager. The Get Started Wizard describes the first steps you must take to configure a Metabase, add users and loader connections, and modify settings.

The Metabase Setup checklist on page 6-4 lists the Get Started Wizard steps and guides you through your first Metabase setup. Please refer to each topic referenced in the checklist for more information.

To open the Get Started Wizard

1. From the Metabase Manager main menu, select Tools > Get Started Wizard. A step-by-step description of how to use the Wizard displays in the right pane.

2. Scroll through the text and follow the steps to configure your first Metabase.



Metabase Setup ChecklistThis checklist duplicates the Wizard steps and lists the basic tasks required to set up a Metabase(s) for your company.

Managing Your RepositoryMost of this chapter describes how to manage the Repositories in your Trillium Software System. Use the Metabase Manager to perform all Metabase management tasks. In addition, routinely perform backups and security checks.

Repository management includes these activities:

Managing Metabase(s)

• Add a Metabase (see page 6-5)

• Edit a Metabase (see page 6-6

• Delete a Metabase (see page 6-7)

Managing Users

• Adding a TSS 11 User Account (see page 6-7)

• Editing a TSS 11 User Account (see page 6-8)

• Deleting a TSS 11 User Account (see page 6-8)

Managing User Access to Metabases

• Grant Metabase access (see page 6-9)

Action Who1 How



2. Add TSS 11 User madmin See page 6-7.



5. Change Loader Settings madmin See page 6-20.

6. Start the Trillium Software System - Trillium Software System user interface

madmin See page 6-33.



Managing Password Security

• Edit Password properties (see page 6-9)

Managing Loader Connections

• Add a Loader Connection (see page 6-9)

• Edit a Loader Connection (see page 6-16)

• Delete a Loader Connection (see page 6-17)

• View All Loader Connections (see page 6-17)

Changing Loader Settings to Optimize Performance

• Configure Loader Cache Size (see page 6-21)

• Enable/Disable Dependency Analysis (see page 6-22)

• Enable/Disable Key Analysis (see page 6-22)

• Enable/Disable Duplicate Row Discovery (see page 6-22)

Managing Alerts

• Enable e-mail notifications (see page 6-18)

Managing New Repositories

• Add connections to additional Repositories (see page 6-24)

Backing Up and Restoring Repositories

• Back up Repositories (see page 6-25)

• Restore Repositories (see page 6-30)

Manage TSS 11 MetabasesThe Metabase Manager allows you to manage and configure Metabases for a given Repository.

To add a TSS 11 Metabase

You must be logged on to the Metabase Manager to perform these steps.

1. Log on to the Metabase Manager.

2. From the Explorer, expand the folder named Control Admin.

3. From the Explorer, right-click on Metabases and select Add Metabase....



4. Refer to the information below to edit the required fields and click OK.

To edit a TSS 11 Metabase




3. From the Explorer, double-click on the item named Metabases.

The ListView displays a list of all Metabases defined in the Repository.

4. From the ListView, right-click on a Metabase name and select Edit....

5. To make changes, refer to the options for creating a TSS 11 Metabase on page 6-5 and click OK.

If you change the Public Cache Size setting, you must perform the following steps to activate it. Otherwise, the setting change will not take effect.

a. IMPORTANT. Make sure that no clients are accessing the Metabase that you just edited.

b. From the Explorer, double-click on the folder Metabases.

Field Description

Name Specifies a descriptive name for the Metabase.

Default Pattern Specifies which pattern representation to show in the client interface. For example, to display dates in the form 01/01/05, select the default TSS 11 Pattern: d2pd2pd2 For more information on available pattern representations, see online Help.

Public Cache Size(in Megabytes)

Defines how much server memory is used by each Metabase. The larger the value, the better drill-down performance. Be sure to change this value to represent your site specific requirements.

Warning: Performance will rapidly decline if total cache for all Metabases exceeds available server memory.



c. From the ListView, right-click on the Metabase where you changed the Public Cache Size setting and select Recover....

To delete a TSS 11 Metabase




3. From the Explorer, double-click on the item named Metabases.

The ListView displays a list of all Metabases defined in the Repository.

4. From the ListView, right-click on a Metabase name and select Delete....

Manage TSS 11 UsersThere must be at least one TSS 11 User defined in order to access a Metabase within a Repository. Only the Metabase Administrator can add, edit and delete Users.

To add a TSS 11 User Account


2. Expand the Control Admin. folder (left pane).

3. Right-click Users and select Add User....

4. Refer to the information below to fill in the required fields.

Field Description

Name Descriptive name for the TSS 11 User.

Expire Password Check this box if you want the password to expire now. The next time this User logs on to the Trillium Software System, they will be prompted to specify a new password.



5. Click OK.

To edit a TSS 11 User account


2. Expand the Control Admin folder (left pane).

3. Double-click Users.

4. In the right list view, right-click the account user name you want to edit and select Edit....

5. Modify the user account fields. See “To add a TSS 11 User Account” on page 6-7 for field descriptions.

6. Click OK.

To delete a TSS 11 User Account


2. Expand the folder named Control Admin.

3. Double-click Users.

4. In the right list view, right-click the name of the user account you want to delete and select Delete....

Manage Metabase AccessBefore a TSS 11 User can log on to a Metabase, they must be granted permissions from the Metabase Administrator. You must be logged on the Metabase Manager as the Metabase Administrator to perform this task.

Password Specify a password for the user.

By default, there are no password validation checks. You can customize password validation for all TSS 11 Users. See “To edit password properties for all TSS 11 Users” on page 6-9.

Re-type Password Re-type the password.

Field Description



To grant Metabase access to TSS 11 users


2. Expand the folder named Control Admin.

3. From the Explorer, right-click Metabase Users and select Add User to Metabase....

4. Refer to the information below to fill in the required fields.

5. Click OK.

Manage Password SecurityYou must be logged on as the Metabase Administrator (madmin) to perform these tasks.

To edit password properties for all TSS 11 Users


2. Expand Control Admin.

Field Description

Username Select a User from the list.

If you do not see a User, make sure that you created one. See “To edit a TSS 11 Metabase” on page 6-6.

Metabase Select a Metabase from the list.

If you do not see a Metabase, make sure that you created one. See “To add a TSS 11 Metabase” on page 6-5.

Limited User Place a check in this box to designate this User as Limited.

A Limited User can only view Entities they have created or Entities that other Users have given them access to view. If a Limited User is not granted access to an Entity, they will not see any object involving that Entity such as Joins, Notes, Bookmarks, etc.



3. Right-click Users and select Edit Password Properties....

4. You can also select Tools > Edit User Password Properties... from the Metabase Manager main menu.



5. Refer to the information below to make changes and click OK.

Field DescriptionInvalidate user password after

Determines how long a new password is valid. At the end of this time period, TSS 11 prompts the user for a new password and the cycle begins again.

Number of unrepeatable old passwords:

Number of times an old password can be set.

Valid Password regular expression:

Example 1Only allow passwords with a minimum of 6 characters.Type the regular expression: .{6}

Example 2Only allow passwords that are:

5 through 16 characters long andcontain only alpha numerics (including underscore _ character).

Type the regular expression: {^\w{5,16}$}

Explanation: Match whole string using the ^ (start) and $ (ending) meta-characters. Next we say we want to match alpha numerics ([a-zA-Z0-9]) for which we use the \w meta-character. And we add the constraint of 5 characters minimum and 16 characters maximum {5,16}

Example 3Only allow passwords that:

are at least 10 characters long,contain at least one lower case letter, one upper case letter, one digit, and one special character allow the special characters (which are configurable): @#$%^&+=

{^.*(?=.{10,})(?=.*\d)(?=.*[a-z])(?=.*[A-Z])(?=.*[@#$%^&+=]).*$}

Invalid Password regular expression:

Example 1If you type the regular expression .{9} then only those passwords with a maximum length of 8 characters are valid.

Example 2If you type the regular expression {^[a-zA-Z]*$} then passwords that contain only alphabetic characters (of upper and lower case) are invalid. This effectively means that passwords are required to contain non-alphabetic characters.



Manage Loader ConnectionsTo import data into a Metabase, you must have at least one Loader Connection for each type of data source (COBOL, DB2, Delimited, ODBC, Oracle, or Trillium) that you intend to profile.

You must be logged on the Metabase Manager as the Metabase Administrator to add, edit, and delete Loader Connections.

Security Note: A Loader Connection is accessible by all Metabases in a Repository; therefore, take precautions to ensure that security for data sources is adequate and will prevent unauthorized access.

Example

If you are adding Loader Connections to relational sources, make sure that your relational data sources are properly configured before trying to create Entities.

To add a Loader Connection


2. Expand the Control Admin folder.

3. Right-click Metabase Loader Connections and select Add Loader Connection....

You can also select Tools > Add Load Connection from the Metabase Manager main menu.

4. Specify a Name and Description.

Assume that you have 2 data analysis teams both working with delimited-based data sources stored on a UNIX server. By creating 2 separate Loader Connections pointing to 2 separate file locations on the server, you can segregate and, therefore, control access to the data with user account login access. In this example, you would create:

Team A Loader Connection pointing to /teamA_data/ with login access to this directory only.

Team B Loader Connection pointing to /teamB_data/ with login access to this directory only.



You’ll see this name and description again in the Create Entity Wizard of the client user interface.

5. Select a Type.

No matter which Type is selected, you will have the option to specify a Default Filter. This filter limits the number of files to display in the Create Entity Wizard of the client interface. The default is *, which indicates all files in the specified directory will be shown.

For example, if you only want to list files/tables that contain cust, your filter would look like: custDepending on the type that you select, you will be prompted for type-specific parameters. Refer to the Type-specific sections below for a description of each of the parameters by Type.

COBOL

Data Directory Directory path to data files.

Data Extensions Specify expected data file extensions. Only files with these extensions display in the Create Entity Wizard for this connection.

If none are specified, .dat is the default.Separate each extension, such as dat and txt, with a comma. Do not use comma separators if the extension is preceded by a period dot (.), such as .dat and .txt. If you want to display files that have no extension add {} to the list.

ExampleIf you only want to display data files with the extensions dat, txt, and files without extensions, you would type either of the following entries:dat, txt, {} .dat .txt {}

Schema Directory Directory path to copybook files.



Delimited

Schema Extensions Specify expected schema file extensions. Only files with these extensions display in the Create Entity Wizard for this connection.

If none are specified, .cpy is the default.Separate each extension, such as cpy and cbl, with a comma. Do not use comma separators if the extension is preceded by a period dot (.), such as .cpy and .cbl. If you want to display files that have no extension add {} to the list.

ExampleIf you only want to display schemas with the extensions cpy and cbl, and schemas without extensions, then you would type either of the following entries:cpy, cbl, {}.cpy .cbl {}



If none are specified, .txt is the default.Separate each extension, such as dat and txt, with a comma. Do not use comma separators if the extension is preceded by a period dot (.), such as .dat and .txt. If you want to display files that have no extension add {} to the list. If you

ExampleIf you only want to display data files with the extensions dat and txt, then you would type either of the following entries:dat, txt, {}.dat .txt {}

Schema Directory Directory path to schema files such as DDLs.



IBM DB2

ODBC

Oracle

Trillium


If none are specified, .ddl is the default.Separate each extension, such as ddl and ddt, with a comma. Do not use comma separators if the extension is preceded by a period (.), such as .ddl and .ddt. If you want to display files that have no extension add {} to the list.

ExampleIf you only want to display schema files with the extensions .ddl and .ddt, and files without an extension then you would type either of the following entries:ddl, ddt, {}.ddl .ddt {}

Alias DB2 alias

Machine Name Name of Windows server where TSS 11 ODBC Service is installed.

Port Number Port number of TSS 11 ODBC Service—specified during TSS 11 ODBC Support installation.

DSN Name The ODBC system DSN on the server where TSS 11 ODBC Support was installed.

TNS Name Exact name as specified in the tnsnames.ora file.




To edit a Loader Connection



3. Double-click Loader Connections.


If none are specified, no extension is the default.

Separate each extension, such as dat and txt, with a comma. Do not use comma separators if the extension is preceded by a period dot (.), such as .dat and .txt. If you want to display files that have no extension add {} to the list.

ExampleIf you only want to display data files with the extensions .dat and .txt, and files without an extension then you would type either of the following entries:dat, txt, {}.dat .txt {}

Schema Directory Directory path to schema files.


If none are specified, .ddl is the default.

Separate each extension, such as ddl and ddt, with a comma. Do not use comma separators if the extension is preceded by a period dot (.), such as .ddl and .ddt. If you want to display files that have no extension add {} to the list.

ExampleIf you only want to display schema files with the extensions .ddl and .ddt, and files without an extension then you would type either of the following entries:ddl, ddt, {}.ddl .ddt {}



The list view pane on the right displays all defined Loader Connections.

4. From the list view, right-click a Loader Connection and select Edit....

5. Modify the Loader Connection fields. See “To add a Loader Connection” on page 6-12 for field descriptions.

6. Click OK.

To delete a Loader Connection




The list view in the right pane displays all defined Loader Connections.

4. In the list view, right-click a Loader Connection and select Delete....

To view all defined Loader Connections




A list of all Loader Connections defined for this Repository (and all its Metabases) is displayed in the list view on the right.

4. Examine row information to find out the following.

Column DescriptionName Name of the Loader Connection - displayed in the Import Data

window of the client application.

Type Type of the Loader Connection. Valid types are COBOL, DB2, Delimited, ODBC, ORACLE, and Trillium.

Description Description of the Loader Connection - displayed in the Import Data window of the client application.

Parameters Parameters describing file locations or relational source information. Varies depending on the Type.

Filter Default filter used in the Create Entity Wizard.



Enable E-mail NotificationTrillium Software System software can notify TSS 11 users via e-mail when the following events occur:

Business Rules fail

Business Rules succeed

Exported rows complete

Exported rows fail

Load job completes

Load job fails

Using the E-mail Settings in the Metabase Manager, you can set up an authenticated SMTP server. An authenticated SMTP server requires a username and password to send mail or to change the port on which the SMTP server listens.

After you have enabled e-mail notification, you can configure how the e-mails are constructed using the client interface - Trillium Software System user interface. See online Help for more information.

To enable e-mail notification with authentication

You must be logged on the Metabase Manager to perform these steps.


Edited By User that last edited the connection.

Edited Date Date that the connection was last modified.

Created By User that created the connection.

Created Date Date that the connection was created.

Column Description



2. From the main menu, select Tools > Edit Email Settings....

3. Enter the following information:

4. Click OK.

Email From: Name to display as the sender of the email.

Depending on how your mail server is configured, you may be required to enter a qualified email address.

Email Server: Host name of an SMTP server that will send the email.

Email Login: Username required to log on to the server.

Email Password: Password required to log on to the server.



Change Loader Settings to Optimize PerformanceThere are four settings in the Metabase Manager that can impact data import performance:

These settings are available in the Edit Loader Settings option when you right-click Loader Connections in the Control Admin. They are described in detail in the following topics.

Loader Cache Size maximum memory available for load process

Run Dependencies at Load Time

enables Dependency Analysis

Run Keys at Load Time enables Key Analysis

Find Duplicate Rows at Load Time

enables Duplicate Key discovery



Change Loader Cache SizeThe Loader Cache Size specifies the maximum memory allowed for the load process. If possible, configure the cache size value to be the maximum size your hardware allows without relying on virtual memory.

To change the loader cache size

You must be logged on to the Metabase Manager to perform these steps. Changing these settings affects the entire Repository.



3. Right-click Loader Connections and select Edit Loader Settings....

4. Make changes based on the information below.

5. Click OK.

Disable Key/Dependency Checks at Load TimeBy default, Trillium Software System automatically performs Key and Dependency analysis on a sample of your data (10,000 rows) during data import to find possible Keys and Dependencies. If you are not interested in finding Keys or Dependencies during data import, you can disable this setting.

Disabling the Key and/or Dependency Analysis improves the load performance when you import data. However, if the Dependency or Key Analysis is not run during the data import process, you must manually perform the analysis using the Trillium Software System user interface. For more information, see the

Setting Description

Loader Cache Size

Specifies maximum memory allowed for the load process.**Be sure to change this value to be as large as your site’s hardware will tolerate without relying on virtual memory.

On multiple CPU systems, this process can run multiple times in parallel. In this scenario, memory is shared across all processes to ensure that it does not exceed the limit you define.



Trillium Software System user interface Help.

To disable Key and Dependency Analysis on data import




4. Make changes using the information below.

5. Click OK.

Set Duplicate Rows at Load Time By default, Trillium Software System finds duplicate rows when data is imported to a Metabase. You can improve load performance when you disable this setting.

If you do not want duplicate rows identified, follow these steps:

To disable finding duplicate rows at load time




4. Make changes based on the information below.

To disable... Description

Dependency analysis at load time 1. Click Run Dependencies at Load Time.

2. Remove the check from the box.

Key analysis at load time 1. Click Run Keys at Load Time.2. Remove the check from the box.

To disable... Description

duplicate rows at load time 1. Click the tab Find Duplicate Rows at Load Time.

2. Remove the check from the box.



5. Click OK.

To reduce load time by specifying a processing limit

If the number of duplicate rows discovered has the potential to be high, you can limit the number of duplicate rows found during the initial processing.

1. Follow steps 1 through 4 above.

2. Verify that Discover duplicated rows is checked.

3. In Potential duplicates threshold, type a number to specify a limit for the number of duplicated rows the initial process is allowed to find.

4. Click OK.



Add Connections to Additional Repositories

After the TSS 11 User Interface (aka TSS 11 Client) is installed, your site might decide to add another Repository to your enterprise. In order to access this new Repository, you must first establish a connection from the TSS 11 Client.

To add a connection to a new Repository

1. Log on to the TSS 11 client machine as the Windows administrator

2. From the Windows Control Panel, open Add or Remove Programs.

3. Locate the entry TSS 11.

4. Click Change.

5. Click Next.

6. Click Modify.

7. Click Next until you reach the Metabase Repository window.

8. Click More and refer to the information below to add a connection to the new Repository then click Next.

9. Click Next.

10. Click Install.

11. Click Finish when maintenance is complete.

Field Description

Repository Name Local name for the Repository stored on the TSS 11 Server. This name is displayed in the login screens of this client. Choose any name that is meaningful to the person accessing the Repository.

Repository Host Name Actual server name where the Repository is stored.

Repository Port Metabase Login Port defined during TSS 11 Server application installation. See page 2-3 (Windows servers) and page 3-3 (UNIX servers)



Creating TSS 11 Repository BackupsIt is recommended that you backup your Repositories (data directories) on a regular basis.

You do not need to backup the tmp directory.

Backup images should only be taken when TSS 11 users are not logged on to the Trillium Software System, background tasks are not running, and the license service (usually running in the scheduler) is stopped.

Backup and Restore on Windows ServersTo backup a Repository on Windows

1. Log on to the TSS 11 Server as the TSS 11 Administrator (tssadmin).

2. Make sure that there are no TSS 11 activities running on the server.

This is very important. Stopping the TSS 11 Scheduler while a TSS 11 activity (data imports, Join processing, etc.) is running could leave a Metabase in an unstable state.

3. Open the Windows Control Panel, Administrative Tools, Services.

4. Right-click on Service TSS 11 - Scheduler and select Stop.

5. Right-click on Service TSS 11 - inetd and select Stop.

6. Leave the Services window open.

7. Locate the Repository Path on the server.

When you installed TSS 11, you were asked to define a path to the Repository. For example, C:\Documents and Settings\tssadmin\Application Data\Trillium Software\MBSW\5\

8. Make a backup (ex. zip) of the entire data directory structure, excluding the tmp folder.

The backup should include all files and sub-folders (except the tmp folder) including:



9. After the backup is complete, return to the Services window.

10. Right-click on Service TSS 11- inetd and select Start.

11. Right-click on Service TSS 11 - Scheduler and select Start.

To restore a Repository on Windows



This is very important. Stopping the TSS 11 Scheduler while a TSS 11 activity (data imports, Join processing, etc.) is running could leave the Metabase in an unstable state.


4. Right-click on the Service named TSS 11- Scheduler and select Stop.

5. Right-click on the Service named TSS 11 - inetd and select Stop.






8. Make a backup of the logs directory for the Repository and all of its contents.

9. Restore (ex. unzip) the repository backup to the Metabase directory.

This must be the exact location where the backup was made.

10. Restore the backup of the logs directory (that you created in step 8) on top of the old logs directory that was just restored.

11. Change directories into the tmp directory and delete its contents.

12. Return to the Services window and right-click the Service named TSS 11 - inetd and select Start.

13. After inetd is started, right-click the Service named TSS 11- Scheduler and select Start.



Backup and Restore on UNIX ServersTo backup a Repository on UNIX


2. Make sure that all users have logged out of TSS 11.


This is very important. Stopping the Scheduler while a TSS 11 activity (data imports, Join processing, etc.) is running could leave a Metabase in an unstable state.

4. Change directories to /<Server Path>/metabase/bin

When you installed Trillium Software System, you were asked Where would you like to install the TSS 11 application? This is the directory represented by <Server Path>.

5. Stop the TSS 11 Scheduler by typing the command

./scheduler -stop

6. Locate the Metabase directory on the server.

When you installed TSS 11, you were asked Where would you like to install your metabases? Go to this directory.

7. Make a backup (ex. tar) of the entire directory structure, excluding the tmp directory.

The backup should include all files and sub-folders including:a .license.db filea logs directorya metabase directory a scheduler.db file

8. After the backup completes, change directories to

/<Server Path>/metabase/bin



9. Start the Scheduler by typing the command:

./scheduler -start

To restore a Repository on UNIX


2. Make sure that all users have logged off the Trillium Software System.


This is very important. Stopping the TSS 11 Scheduler while a TSS 11 activity (data imports. Join processing, etc.) is running could leave a Metabase in an unstable state.


When you installed Trillium Software System, you were asked Where would you like to install the TSS 11 application? This is the directory represented by <Server Path>.

5. Stop the TSS 11 Scheduler by typing the command

./scheduler -stop

6. Change directories to the Repository Path on the server.

When you installed Trillium Software System, you were asked Where would you like to install your metabases? Go to this directory.

7. Make a backup of the logs directory and all of its contents.

8. Restore (ex. tar) the repository backup to the Metabase directory.


9. Restore the backup of the logs directory (that you created in step 7) on top of the logs directory that was just restored.





12. Start the Scheduler by typing the command

./scheduler -startThe backup should include all files and sub-folders (except the tmp folder) including:

13. After the backup is complete, return to the Services window.

14. Right-click on Service TSS 11- inetd and select Start.

15. Right-click on Service TSS 11 - Scheduler and select Start.

To restore a Repository on Windows



This is very important. Stopping the TSS 11 Scheduler while a TSS 11 activity (data imports, Join processing, etc.) is running could leave the Metabase in an unstable state.


4. Right-click the Service named TSS 11- Scheduler and select Stop.



5. Right-click the Service named TSS 11 - inetd and select Stop.




8. Make a backup of the logs directory for the Repository and all of its contents.

9. Restore (ex. unzip) the repository backup to the Metabase directory.


10. Restore the backup of the logs directory (that you created in step 8) on top of the old logs directory that was just restored.




12. Return to the Services window and right-click the Service named TSS 11 - inetd and select Start.

13. After inetd is started, right-click the Service named TSS 11- Scheduler and select Start.



What’s NextAfter the Metabase Administrator configures a Metabase, sets up the required Loader Connections, and gives TSS 11 Users access permissions, TSS 11 Users will be able to start the Trillium Software System and open the Trillium Software System user interface. The Trillium Software System user interface is the TSS 11 data discovery and profiling tool interface. The TSS 11 - Quality Core component, if installed, provides the further capacity to standardize, cleanse, match, and transform data stored in a Metabase or in a data source.

For information about how to get started using the Trillium Software System user interface, see the Getting Started with Trillium Software System guide. For information about how to use the Trillium Software System user interface, see the online Help.

Start the Trillium Software SystemBefore you start, make sure you have access to a Trillium Software System client and have received your user name and password from the Metabase Administrator. Also check with the Metabase Manager that the data source you want to profile has a Loader Connection set up, and you have access to the Metabases you need.

To start Trillium Software System

1. From the Windows Start menu, select All Programs > Trillium Software System 11 > Trillium Software System.



2. The Trillium Software System login displays.

3. Use the Repository drop-down list to select which Repository you want.

4. From the Metabase list, select the Metabase in which you want to work. If you do not have access to a Metabase, it does not display in the list.

5. Click OK.

6. The Trillium Software System user interface opens and you are ready to begin importing data.

For information about how to get started using the Trillium Software System user interface, see the Getting Started with Trillium Software System guide. Additional getting started information is available in Trillium Software System user interface Help.


CHAPTER 7 Installing TSS 11 - Quality Core on Windows

Installing and Man

This chapter describes how to install the Trillium Software System component for TSS 11 - Quality Core on the Windows 2000/XP platform. It contains this information:

About the TSS 11 - Quality Core Installation

Installing TSS 11 - Quality Core on Windows

Installing TSS 11 - Quality Core in Silent Mode



About the TSS 11 - Quality Core InstallationThe TSS 11 - Quality Core add-on component for Windows 2000/XP consists of the following:

You must install (and periodically update) the following U.S. Postal Service files separately:

Postal tables and Census directories

Delivery Point Validation (DPV) tables

The TSS 11 - Quality Core installation creates the appropriate directory structure to store these files, but the Postal tables and DPV tables must each be installed in separate runs of an installation program provided with TSS 11 - Quality Core for this purpose. When you install the Postal Tables, the CITY Tables will be updated. See Chapter 9, “Updating Postal and Census/DPV Directories” on page 9-1 for more information.

Be sure to install the Trillium Software System before you install the TSS 11 - Quality Core add-on component.

Preparing to Install the TSS 11 - Quality Core Complete the following prerequisites prior to installing the TSS 11 - Quality Core on a Windows server.

1. Review the installation requirements

2. Review minimum system requirements.

TSS 11 - Quality Core Components for Windows 2000/XP

TSS 11 - Quality Core Server executables and libraries for TSS 11 - Quality Core modules and utilities

Country Project Templates and CITY Tables

business rules, postal tables, and Data Dictionary Language (DDL) files for each country



Review Installation Requirements

When installing TSS 11 - Quality Core on a Windows platform (2000/XP), be sure to follow these requirements:

Installation Path

The path to the TSS 11 - Quality Core installation location cannot have spaces. For example, the following is not allowed: C:\Program Files\Trillium Software...

Security Considerations

If sharing a root drive presents a security issue, Trillium Software recommends to use the following methods:1. Prepare a machine dedicated to the Trillium server.2. Partition the hard disk to dedicate a drive to Trillium.3. If the drive is shared with other products and there are security considerations, consult your system administrator to utilize the NTFS File System and apply security measure.

If you are unable to use the InstallShield Wizard, you can use an options file template to perform the installation. See “Installing TSS 11 - Quality Core in Silent Mode” on page 7-10 for more information.

Review System Requirements

In addition to the above, your systems must also meet or exceed the following system requirements:

Minimum System Requirements

Windows Server Software

160 MB free space on the hard drive512 MB of RAM1.2 GHz processorWindows 2000, Server 2003, or Windows XP

Postal/Census/DPV Tables

Disk space requirements vary by country




To install the TSS 11 - Quality Core on Windows

1. Insert the TSS 11 - Quality Core CD/DVD into the server machine drive.

2. Select the drive where the install CD/DVD is located. Double-click tss11r0Win32.exe. The installation program starts.

3. The Welcome to the InstallShield Wizard displays. Click Next.

It may take time for the ‘Welcome’ window to appear. The ‘Welcome’ window may also appear behind another window. Do not run the installation program again while the InstallShield is already running. That will cause the VPD error message (the Vital Product Data registry is in use).



You may click Cancel at any time to exit the installation.

4. Read the License Agreement and click I accept.... Click Next.



5. Enter the 16 Character Product Key (located on the welcome card inside the cover of your CD/DVD case) and click Next. You can enter the Product Key with spaces or hyphens.Example: 1234-5678-90123456



6. In Directory Name, accept the default C:\TrilliumSoftware directory or specify an alternate location for the TSS 11 - Quality Core software installation. The installation program installs the tsq11r0s server directory and the tsq11r0p project directory in this path.

You can also click Browse to find a directory.

7. When you are ready, click Next.



8. Read the summary information. Click Install to begin installing the TSS 11 - Quality Core software.

9. The program displays the progress of the installation.



10. Click Finish.



Installing TSS 11 - Quality Core in Silent ModeWhen installing TSS 11 - Quality Core on Windows, it is generally easiest to use the InstallShield Wizard. It is also possible to run an installation in “silent” mode using an InstallShield options file, also known as a response file. Use a silent mode if you want to automate the installation or when you must install on a computer that does not have a graphics user interface (GUI) capability.

You will find options files and batch files for the InstallShield Wizard on the TSS 11 - Quality Core installation CD/DVD in the /Resources directory.

To install TSS 11 - Quality Core in silent mode

1. Make a temporary directory (for example, C:\Temp), and copy the following files from the CD to this temporary location:

tss11r0.jar

tss11r0Win32.exe

Resources/tss11r0_silent.bat

Resources/tss11r0_options.txt

2. Edit the tss11r0_options.txt file, then specify the installation location and the 16-character product key using the -P and -V options, respectively:

Example:-P installLocation="C:\TrilliumSoftware"-V PRODUCTKEY="0123456789"

3. Open a Command Line prompt and change directory to the temporary location you created in step 1 (for example, cd C:\Temp).

4. Run the tss11r0_silent.bat batch file.

C:\Temp> tss11r0_silent.bat

See the INSTALL_README.txt file in the installation CD/DVD for more information on silent mode installation.


CHAPTER 8 Installing TSS 11 - Quality Core on UNIX

Installing and Man

This chapter describes how to install TSS 11 - Quality Core on the UNIX platform. It contains this information:

About the TSS 11 - Quality Core Installation Package

Installing TSS 11 - Quality Core on UNIX

Install TSS 11-Quality Core in Silent Mode

Install TSS 11 - Quality Core in Console Mode



About the TSS 11 - Quality Core Installation PackageThe TSS 11 - Quality Core add-on component for UNIX consists of the following:

You must install (and periodically update) the following U.S. Postal Service files separately:

Postal tables and Census directories

Delivery Point Validation (DPV) tables

The TSS 11 - Quality Core installation creates the appropriate directory structure to store these files, but the Postal tables and DPV tables must each be installed in separate runs of an installation program provided with TSS 11 - Quality Core for this purpose. When you install the Postal Tables, the CITY Tables will be updated. See Chapter 9, “Updating Postal and Census/DPV Directories” on page 9-1 for more information.

Be sure to install the Trillium Software System before you install the TSS 11 - Quality Core add-on component.

Preparing to Install the TSS 11 - Quality Core Complete the following prerequisites prior to installing the TSS 11 - Quality Core on a UNIX server.

1. Review the installation requirements

2. Review minimum system requirements.

TSS 11 - Quality Core Components for Windows 2000/XP

TSS 11 - Quality Core Server executables and libraries for TSS 11 - Quality Core modules and utilities

Country Project Templates and CITY Tables

business rules, postal tables, and Data Dictionary Language (DDL) files for each country



Review Installation Requirements

To run the TSS 11 - Quality Core installation program on UNIX, you must have a UNIX GUI application installed. Otherwise, you can install in silent mode or console mode. (See “Install TSS 11-Quality Core in Silent Mode” on page 8-10 or “Install TSS 11 - Quality Core in Console Mode” on page 8-12 for instructions.)

Review System Requirements

In addition to the above, your system must meet or exceed the following specifications:

The recommendation of 450 MB free space on the hard drive for templates is a minimum; the disk space requirements for templates can grow to as much as 15 MB to 1 GB. Please plan accordingly.

Minimum System Requirements

Hardware 1.5 GB free space on the hard drive (to run the installer)512 Megabytes of RAM450 MB free space on the hard drive (for templates)1.2 GHz processor

UNIX AIX V5.1 or higher, orHP-UX 11.11 or higher, orSunOS V5.9 or higher

Linux Red Hat Linux 8, Kernel 2.4.18-14 (gclib 3.2 or higher)



Installing TSS 11 - Quality Core on UNIXWhen installing TSS 11- Quality Core on UNIX, it is generally easiest to use the InstallShield Wizard. It is also possible to run an installation in either the of the following methods:

Silent mode−Automates the installation by using an InstallShield options file, also known as a response file, and a shell script that reads the options file. See “Install TSS 11-Quality Core in Silent Mode” on page 8-10 for instructions.

Console mode−Enables you to install on a computer that does not have graphic user interface (GUI) capability. “Install TSS 11 - Quality Core in Console Mode” on page 8-12 for instructions.

To install the TSS 11 - Quality Core

1. Copy the installation program (tss11r0{platform}.bin) and jar file (tss11r0.jar) to the UNIX drive where you are installing the TSS 11 - Quality Core. By default, the server is installed to your current working directory appended by “TrilliumSoftware.”

If you are installing TSS 11 - Quality Core remotely, make sure that the installation program is copied to the UNIX drive in binary format.

Note that there are two installation programs for HP-UX: tss11sHP.bin (32 bit) and tss11sHPIA64.bin (64 bit Itanium).



2. At the UNIX prompt, go to the drive where the install program is located. Search for the installation program tss11r0{platform}.bin that is appropriate for your platform (see the following table).

3. Run tss11r0{platform}.bin. The installation program starts.

Platform-specific Launcher for Console Mode

Platform Filename

Solaris tss11r0SunOS.bin

Linux tss11r0Linux.bin

AIX tss11r0AIX.bin

HP (32-bit) tss11r0HP.bin

HP Itanium tss11r0HPIA64.bin



4. The Welcome to the InstallShield Wizard displays. Click Next.

You may click Cancel at any time to exit the installation.

5. Read the License Agreement and click I accept.... Click Next.



6. Enter the 16 Character Product Key (located on the welcome card inside the cover of your CD/DVD case) and click Next. You can enter the Product Key with spaces and hyphens. Example: 1234-5678-90123456



7. In Directory Name, accept the default directory or specify an alternate location for the TSS 11 - Quality Core software installation. By default, the software is installed to your current working directory. Click Next.

8. Read the summary information. Click Install to begin installing the TSS 11 - Quality Core software.



9. The InstallShield Wizard displays the progress of the installation.

10. Click Finish.



Install TSS 11-Quality Core in Silent ModeYou will find options files and scripts for UNIX for the InstallShield Wizard on the TSS installation CD/DVD in the Resources/ directory. The following table shows the contents of the installation CD/DVD..

Files Needed for Installing in Silent Mode

File Description

INSTALL_README.TXT Readme file

Resources/

tss11r0_options.txt Options (response) file

tss11r0_silent.bat Batch file (Windows)

tss11r0_silent.sh Shell script (UNIX)

tss11r0.jar Jar file (UNIX)

tss11r0AIX.bin AIX launcher

tss11r0HP.bin HP (32-bit) launcher

tss11r0HPIA64.bin HP Itanium launcher

tss11r0Linux.bin Linux launcher

tss11r0SunOS.bin Solaris launcher

tss11r0Win32.exe Windows launcher



To install the TSS 11 - Quality Core in silent mode on UNIX

1. Copy the tss11r0.jar file from the CD/DVD to a temporary location.

2. Copy the platform-specific launcher to the same location as the jar file.

If you are installing TSS remotely, make sure that the launcher (tss11s{platform}.bin) is copied to the UNIX drive in binary format. Check the byte count!

3. Set execute permissions for the launcher:

chmod +x tss11r0{platform}.bin

4. Navigate to the Resources\ directory and copy the following files to the same location as the launcher:

• tss11r0_options.txt

• tss11r0_silent.sh

5. Modify the tss11r0_options.txt file, and specify the installation location and Product Key.Example:-P installLocation=" /home/usr/TrilliumSoftware"-V PRODUCTKEY="1234-5678-90123456"

6. Set execute permissions for the shell script:

chmod +x tss11r0_silent.sh

7. Navigate to the launcher directory and run the script../tss11r0_silent.sh



Install TSS 11 - Quality Core in Console ModeWhen installing TSS 11- Quality Core on UNIX, it is generally easiest to use the InstallShield Wizard. It is also possible to run an installation in “console” mode when you must install on a computer that does not have graphic user interface (GUI) capability.

You will find the files needed for console mode installation in the root directory of the installation CD/DVD.

To install the TSS 11 - Quality Core in console mode on UNIX

1. From the CD/DVD, copy the following files to the installation location:

tss11r0.jar file

platform specific launcher (see the following table).[

If you are installing TSS remotely, make sure that the launcher (tss11s{platform}.bin) is copied to the UNIX drive in binary format. Check the byte count!

2. Set execute permissions on the launcher:

chmod +x tss11r0{platform}.bin

3. Execute the launcher with the console option.

Example:

Platform-specific Launcher for Console Mode

Platform Filename

Solaris tss11r0SunOS.bin

Linux tss11r0Linux.bin

AIX tss11r0AIX.bin

HP tss11r0HP.bin

HP Itanium tss11r0HPIA64.bin



./tss11r0SunOS.bin -console

4. The following appears on the console:

-------------------------------------------------------------------------------TSS 11 - Quality Core - InstallShield Wizard

Welcome to the InstallShield Wizard for TSS 11 - Quality Core

The InstallShield Wizard will install TSS 11 - Quality Core on your computer.

To continue, choose Next.

TSS 11 - Quality Core

Trillium Software

www.trilliumsoftware.com

Press 1 for Next, 3 to Cancel or 5 to Redisplay [1]

Hitting Enter will accept the default values in [ ]

5. Follow the prompts from this point to complete the installation.

Ignore 'wide character: 0x2ff170' prompts; they are generated by a bug in InstallShield software.




CHAPTER 9 Updating Postal and Census/DPV Directories

Installing and Man

This chapter describes how to update and validate the postal and census/DPV directories for TSS 11 - Quality Core. It includes this information:

About Update Options

Validating Postal/Census/DPV Directory File Integrity


Updating Postal and Census/DPV Directories

About Update OptionsThe CITY Tables, Country Templates, and Census/DPV directory files are delivered on CD/DVD and are initially installed as part of the TS 11 Quality Core product.

You must download Postal Table updates from the Trillium Software FTP site. The Postal Table updates are compressed into a single file that is used as input to the TableUpdate.exe installation program. When you install the Postal Table updates, the CITY Tables are updated.

We recommend that you periodically perform a Postal Table update.

Installation LocationTrillium Software requires that postal directory files be installed on the server where the TSS 11 - Quality Core software is located. By default, postal files are installed in C:\TrilliumSoftware\tsq11r0s\tables\postal_tables and census/DPV files are installed in C:\TrilliumSoftware\tsq11r0s\tables-\census_tables. By default, postal files for China, Japan, Korea, and Taiwan are installed in C:\TrilliumSoftware\tsq11r0s\tables\aptables.

Your location may differ, but will be prefixed by a drive letter.

Update ProceduresYou may use one of two methods to update postal and census/DPV directory files:

1. Use an automated program supplied by Trillium Software to uncompress the files, install to your selected location, and update the server software installation log with this information.

2. Manually uncompress the files, move them to your selected location, and manually update the server software installation log with this information.

Method #1 is strongly recommended for new installations and can be executed by anyone with write access to the server.



Updating Postal or Census/DPV Directory FilesYou can use the TableUpdate.exe automated program to update the postal and/or census/DPV directory files. The TableUpdate.exe program is packaged with the directory files on the same CD/DVD.

Updating with the Automated ProgramTo update using the automated program

1. Copy TableUpdate.exe from the CD/DVD or FTP site to a temporary location where you will extract the directory files. If you received TableUpdate.tsq from the FTP site, rename it to TableUpdate.exe first. This location should be different from your production location so that file integrity can be validated prior to being implemented by production TSS 11 - Quality Core processes.

2. Double-click the program name in Windows Explorer. Or, select Start > Programs > Trillium Software System >T S Quality > v11 > Update Postal Tables on the desktop. The Table Update window appears.

a. In the Tables File text box, specify the location of the compressed file containing the directory files. This file is located on the CD/DVD or was installed on your machine from an FTP session. The file name will use the format XXMMM.exe if on a CD/DVD or XXMMM.tsq if downloaded from the FTP site.

b. In the Install Directory text box, specify the target location for the uncompressed directory files. It is recommended that this be a temporary location and that file integrity be validated prior to moving to a production location.



c. Click Update Tables. The files will be installed and the appropriate install log file updated.

d. Should the program not automatically identify the server location, you will see the following screen.

3. Click OK. The following screen appears; specify the server location and click OK.

4. Locate the server software (such as C:\TrilliumSoftware\tsq11r0s) as shown above. Your directory files have been successfully installed to the temporary location. It is recommended that you validate the integrity of the files. See “Validating Postal/Census/DPV Directory File Integrity” on page 9-6 for more information.



Updating Directory Files ManuallyTo update directory files manually

1. Copy the compressed file from the CD/DVD or FTP site to a temporary location.

2. Double-click the file name in Windows Explorer to uncompress it. The expanded files will be placed into the temporary folder location.

a. If these files are updates, proceed to Step 3.

b. If these files are being installed for the first time, copy the files to the desired production location on the server and proceed to Step 4.

3. Before the postal and census/DPV directory files can be updated, you must perform the following steps:

a. Stop any real-time or batch TSS 11 - Quality Core processes

b. Copy the files into the production location

c. Restart production TSS 11 - Quality Core processes

4. For a new installation of postal and/or census/DPV directory files, the TSS 11 - Quality Core software installation log must be updated to reflect the files installed. This file is named install_log.txt and is located in the server install location at \TrilliumSoftware\tsq11r0s\Settings. The file must contain one entry per country of postal directory files installed, as in this example:

• postal US

• postal CAThe two-letter country code represents the country of postal file directories installed on the server. The entries start in the first column of the file; only one country entry per line is allowed.



Validating Postal/Census/DPV Directory File IntegrityIt is strongly recommended that you check the file integrity of postal/census/DPV directory files before using them in your projects. Do this to ensure the integrity of the installed files.

Validate with the TUHASH UtilityTo validate newly-installed postal and census/DPV files, you should run the TUHASH utility and compare the hash values to those included with the update.

The HASHVAL.TXT file, included on each CD/DVD, contains a list of values generated by TUHASH. Use these values to check the integrity of the data after installation.

If your resulting hash values differ from the ones included with the software, please contact Trillium Software Customer Support.

Find the Hash Value of a File (tuhash)The tuhash utility provides a means to determine if two files are the same. It performs a byte-by-byte evaluation of the input file and returns a resulting numerical value (called the hash value) to the screen. You can then run the utility on another file and compare the hash values to see if they are the same value.

This utility generates values for monthly postal updates that are delivered with updates. Customers can install the postal directories on their system, run the utility on each file, and compare the values to the ones provided. If the values match, the postal directories are installed properly. This process can be applied to any file.

The default record length is 1. Note that, for larger files, using a record length of 1 makes the hash program run very slowly. For Z/OS specify the record length of the file. For other systems, specify the logical record length of the file if it is fixed-length. Otherwise, specify a number that can be divided evenly into the file size.



Syntax

tuhash -i <input_file> -l <lrecl>

Example

tuhash -i ..\tables\PMBUBD -l 2

Error Codes for tuhash

The following table describes the tuhash error codes.

-i <input_file> Specifies the input file name.

-l <lrecl> Specifies the record length of the file.

Table 9-1 tuhash Error Codes

Code Description

0 Program completed successfully.

1 The error code ‘1’ can reflect any of the following errors:Input file name not specifiedUnable to open input fileMissing or invalid (less than zero) record lengthUnable to allocate enough memory – try smaller record length

91 Invalid command line option – check spelling.




CHAPTER 10 Uninstalling TSS 11 - Quality Core Software

Installing and Man

Follow the instructions in this chapter if you need to uninstall the TSS 11 - Quality Core add-on component for Trillium Software System®. You must uninstall the TSS 11 - Quality Core software prior to uninstalling Trillium Software System software.

This chapter will guide you through:

Uninstalling TSS 11 - Quality Core (Windows)

Uninstalling TSS 11 - Quality Core (UNIX)

The steps outlined in this chapter are not reversible.


Uninstalling TSS 11 - Quality Core Software

Uninstall ChecklistsThese checklists list the steps for uninstalling the TSS 11 - Quality Core software.

Uninstall Checklist for TSS 11 - Quality Core on Windows

Uninstall Checklist for TSS 11 - Quality Core on UNIX

1winadmin—Windows Administrator, root—UNIX root user

Action Who1 How

PREPARE

1. Make sure all users are logged off TSS 11 - Quality Core

winadmin

UNINSTALL TSS 11 - QUALITY CORE SOFTWARE

2. Uninstall TSS 11 - Quality Core winadmin See page 10-3.

Action Who1 How

PREPARE

1. Make sure all users are logged off TSS 11 - Quality Core

root

UNINSTALL TSS 11 - QUALITY CORE SOFTWARE

2. Uninstall TSS 11 - Quality Core root



Uninstalling TSS 11 - Quality Core on WindowsUse the Windows control panel to remove TSS 11 - Quality Core components (including the directories containing the country project templates and the postal/census/DPV tables).

Before You BeginBefore you begin to uninstall TSS 11 - Quality Core, make sure all users are logged off the TSS 11 - Quality Core application.

Uninstall TSS 11 - Quality Core (Windows)To uninstall TSS 11 - Quality Core

1. Log on to the TSS 11 - Quality Core server as the Windows administrator.

2. Open the Windows Control Panel and double-click Add or Remove Programs.

3. From the Add or Remove Programs window, select the entry TSS 11 - Quality Core.

4. Click Change/Remove.



5. The InstallShield Wizard for TSS 11 - Quality Core starts. Click Next.

6. Review the list of country template projects and click Uninstall.



7. If you modified the .stx files on your TSS 11 - Quality Core system since installation, you are prompted to remove these files. If you are permanently uninstalling TSS 11 - Quality Core or no longer require these files, click Yes or Yes to All. Otherwise, click No or No to All.



8. Please wait while the TSS 11 - Quality Core directories are removed.

9. When the uninstall process completes, the following message displays. Click Finish to exit the InstallShield Wizard.



Uninstalling TSS 11 - Quality Core on UNIXIn order to successfully uninstall the TSS 11 - Quality Core, you need to remove various directories and also entries from several files.

Before You BeginBefore you begin to uninstall TSS 11 - Quality Core on UNIX, check that all users are logged off the TSS 11 - Quality Core application on the server.

On UNIX platforms, TSS 11 creates in the installer’s home directory a subdirectory named InstallShield. This directory contains the VPD (Vital Product Data), which keeps track of what is installed. The uninstaller.bin executable makes use of the information in this directory. If one user installs the TSS 11 Server, and a different user attempts to uninstall it while the original installer is not logged onto the system, the home directory containing the VPD will not be available. As a result, a message like the following appears:

engine is missing (/home/<user>/InstallShield/Universal/common/Gen1): run installation from source media

Be sure that either the user who installed TSS 11 - Quality Core also uninstalls the software or is logged onto the system when another user begins the uninstall.

Uninstalling TSS 11 - Quality CoreTo uninstall TSS 11 - Quality Core on UNIX

1. Change directory to the TSS 11 - Quality Core installation location.

2. Run the uninstaller program:

_uninstall\TSS11v0\uninstaller.bin



3. The InstallShield Wizard for TSS 11 - Quality Core starts. Click Next.

4. Review the list of country template projects and click Uninstall.



5. If you modified the .stx files on your TSS 11 - Quality Core system since installation, you are prompted to remove these files. If you are permanently uninstalling TSS 11 - Quality Core or no longer require these files, click Yes or Yes to All. Otherwise, click No or No to All.



6. Please wait while the TSS 11 - Quality Core directories are removed.

7. When the uninstall process completes, the following message displays. Click Finish to exit the InstallShield Wizard.



Uninstalling TSS 11 - Quality Core in Silent ModeTo uninstall TSS 11 - Quality Core on UNIX in silent mode


2. Run the uninstaller program in silent mode:

_uninstall\TSS11v0\uninstaller.bin -silent

Uninstalling TSS 11 - Quality Core in Console Mode

To uninstall TSS 11 - Quality Core on UNIX in console mode


2. Run the uninstaller program in console mode:

_uninstall\TSS11v0\uninstaller.bin -console

3. Respond to the console prompts.




CHAPTER 11 Uninstalling TSS Software

Installing and Man

Follow the instructions in this chapter if you need to uninstall the Trillium Software System® server or client.

This chapter will guide you through:

Uninstalling TSS Server (Windows)

Uninstalling TSS Server (UNIX)

Uninstalling TSS Client (Windows)

Uninstalling ODBC support (Windows)

The steps outlined in this chapter are not reversible.

You may want to uninstall if you plan to

Install a new version of the Trillium Software System software (without migrating).

Clean up installed computers after a Trillium Software Training Course at your site (client and server uninstall).

Remove the TSS client from a computer that is no longer supporting a TSS project (client uninstall).

Be sure to carefully follow the uninstall instructions and back up any repositories or metabases you wish to retain before you begin.


Uninstalling TSS Software

Uninstall ChecklistsThese checklists guide you through the steps for uninstalling the Trillium Software System®.

Uninstall Checklist for TSS Server on Windows

1winadmin—Windows Administrator

Action Who1 How

PREPARE

1. Make sure all users are logged off TSS winadmin See page 11-4.

2. Delete import data locations configured for Loader Connections (optional)

winadmin See page 11-4.

3. Stop TSS Scheduler (service) winadmin See page 11-4.

4. Stop TSS inetd Service winadmin See page 11-6.

UNINSTALL SERVER APPLICATION

5. Uninstall TSS 11 - Metabase Definitions winadmin See page 11-6.

6. Uninstall TSS 11 - Metabase Server winadmin See page 11-7.

7. Uninstall ODBC Adapter winadmin See page 11-11.

REMOVE REMAINING DIRECTORIES and FILES

8. Remove any post-installation files winadmin See page 11-4.



Uninstall Checklist for TSS Server on UNIX

1root—UNIX root user

Uninstall Checklist for TSS Client on Windows

1winadmin—Windows Administrator

Action Who1 How

PREPARE

1. Make sure all users are logged off TSS Repositories

root

2. Check with administrator to make sure that stopping inetd will not cause other problems in your environment

root

UNINSTALL TSS SERVER APPLICATION

3. Stop the TSS Scheduler root See page 11-14.

4. Remove data import locations root See page 11-15.

5. Remove binaries root See page 11-16.

6. Remove TSS Repository root See page 11-16.

7. Edit services file root See page 11-17.

8. Edit inetd.conf file root See page 11-18.

Action Who1 How

UNINSTALL CLIENT APPLICATION

1. Uninstall TSS Client(s) winadmin See page 11-12.



Uninstalling TSS Server on WindowsTo uninstall the Trillium Software System® Server, you’ll use the Windows Add and Remove Programs option on the Control Panel.

The uninstall procedure requires that you remove the TSS server components in the following order:

When uninstalling TSS components, the uninstall process will attempt to delete all directory structures associated with the product. If files were added to your directory structure after the TSS installation, these directories will not be removed. If you choose to delete these file, you must delete them manually. See page 11-13.

Before You BeginComplete these tasks before you begin to uninstall TSS server:

Make sure all users are logged off the TSS Repository Metabase(s) on this server.

(optional) Remove directories that store source files used for data import into TSS.

Stop the TSS Scheduler service which schedules background tasks for the Metabase.

Stop the TSS inetd service which listens for client connections.

Remove Data Source Import LocationsWhen you configured your TSS Repositories, you added Loader Connections and defined the locations that stored your source files used for data imports into TSS. Unless you chose to uninstall TSS Server and delete all associated data and Metabases, these directory structures will still exist.

1. TSS 11 - Metabase Definitions (server side extensions)

2. TSS 11 - Metabase Server (server application)

3. TSS 11 - ODBC Adapter (ODBC support)



If you plan to re-use the source files or directory structure, take no action; otherwise, follow the steps below to delete them.

To manually remove data import locations (optional)

1. Log on to the TSS Metabase Manager.



4. In the list view pane, right-click a Loader Connection name and select Edit.

5. Note the data and schema paths and click Cancel.

6. Repeat for each defined Loader Connection.

7. For each directory, decide whether you want to keep or delete the directory. Delete the directories that you no longer need.

Stop the TSS Scheduler (Windows) 1. Log on as the Windows administrator.

2. Open the Control Panel and double-click Administrative Tools.

3. Double-click Services.

4. Scroll the list and select TSS 11 - Scheduler.

5. Right-click and select Stop.

Loader Connection Data Directory Schema Directory



Stop the TSS inetd Service 1. Log on as the Windows administrator

2. Open the Control Panel and double-click Administrative Tools.

3. Double-click Services.

4. Locate and select TSS - inetd.

5. Right-click and select Stop.

6. Close the Services and Administrative Tools windows.

To start the Scheduler or inetd services at any time, open the Services window and select a service, then right-click and select Start.

Uninstall Metabase Definitions (Windows)As part of the installation process, Trillium Software System added server side extensions, called Metabase Definitions, to the TSS server to support specific client(s). You must uninstall these Metabase Definitions before you uninstall the Metabase Server.

To uninstall TSS 11 - Metabase Definitions

1. Log on to the TSS server as the Windows Administrator.


3. From the Add or Remove Programs window, select the entry TSS 11 - Metabase Definitions.

4. Click Remove.

5. When prompted Are you sure you want to remove TSS 11 - Metabase Definitions from your computer?, click Yes.

6. You are asked to wait while Windows gathers information and removes the Metabase definitions. Review the Add or Remove Programs list. The TSS 11 - Metabase Definitions entry should no longer be displayed in the list.



Uninstall Metabase Server (Windows)There are two methods for uninstalling the Metabase Server:

Uninstall Metabase Server and delete all data and Metabases

Uninstall Metabase Server and retain all data and Metabases

To uninstall TSS Server and delete all data and Metabases

After you remove the TSS 11 - Metabase Definitions, perform these steps to remove the TSS Server Application from the server machine.

1. After you remove TSS 11 - Metabase Definitions, the Add or Remove Programs list should still be open.

2. From the Add or Remove Programs window, select the entryTSS 11 - Metabase Server.

3. Click Change.

4. Click Next.



5. Select Remove. This removes TSS 11 - Metabase Server from your computer.

6. Click Next.

7. To remove all files, check Metabase and all associated data will be removed.



8. Click Next.

9. Click Remove.

10. Please wait while the TSS 11 - Metabase Server uninstalls.



11. Click Finish. The TSS 11 - Metabase Server entry should no longer display in the list.

To uninstall TSS Server and retain all data and Metabases

After you remove the TSS 11 - Metabase Definitions, perform these steps to remove the TSS Server Application from the server machine.

1. After you remove TSS 11 - Metabase Definitions, the Add or Remove Programs list should still be open.

2. From the Add or Remove Programs window, select the entryTSS 11 - Metabase Server.

3. Click Remove.

4. When prompted Are you sure you want to remove TSS 11 - Metabase Server from your computer?, click Yes.

5. You are asked to wait while Windows gathers information and removes TSS server.Review the Add or Remove Programs list. The TSS 11 - Metabase Server entry should no longer display in the list.



Uninstall ODBC Support (Windows)If you configured ODBC sources on the server where TSS is installed or on another server, you must perform these steps.

To uninstall ODBC Support

1. Log on to the server where ODBC Support was installed.

If you have configured ODBC Support on a server other than the TSS server, you should perform these steps on the ODBC server as the Windows Administrator. If ODBC Support is installed on the TSS server, make sure you are logged onto that server as the Windows Administrator.


3. From the Add or Remove Programs list, select the entry TSS 11 - ODBC Adapter.

4. Click Remove.

5. When prompted Are you sure you want to remove TSS 11 - ODBC Adapter from your computer?, click Yes.

6. Please wait while the TSS ODBC uninstalls.

7. You are asked to wait while Windows gathers information and removes the ODBC Adapter. Review the Add or Remove Programs list. The TSS 11 - ODBC Adapter entry should no longer display in the list.



Uninstalling TSS Client (Windows)Complete the following steps on each computer where a TSS client is installed.

To uninstall TSS Client(s)

1. Log on to the TSS client as the Windows Administrator.


3. From the Add or Remove Programs list, select TSS 11.

4. Click Remove.

5. When prompted Are you sure you want to remove TSS 11 - User Interface from your computer?, click Yes.

6. Please wait while the TSS User Interface uninstalls.

7. Review the Add or Remove Programs list. The TSS 11 - User Interface entry should no longer display.

8. Close the Add and Remove Programs window.



Removing Post-Installation FilesYou will need to remove some TSS directories and files manually, including any files or directories added after the TSS installation.

When uninstalling TSS server components, the uninstall process will attempt to delete all directory structures associated with the application. However, if any files were added to the directory structure after installation, these directories will not be removed.

To manually remove post-installation files and directories (optional)

1. Log on to the TSS server as Windows Administrator.

2. Locate the installation directory, also referred to as the server path.

If you selected the default during installation, the path will be: C:\Program Files\Trillium Software\MBSW\11

3. Remove the directory named 11 and any sub-directories.

4. Locate the directory in which the repository was installed, also referred to as the repository path.

If you selected the default during installation, the path will be: C:\Documents and Settings\All Users\Application Data\Trillium Software\MBSW\11

5. Remove the directory named 11 and any sub-directories.



Removing TSS Server on UNIXIn order to successfully uninstall the TSS server, you need to remove various directories and also entries from several files.

To remove TSS Server you must:

Before You BeginBefore you begin to uninstall TSS server on UNIX:

a make sure all users are logged off the TSS Repository Metabase(s) on the server.

a Check with your UNIX administrator to make sure that stopping and restarting inetd.conf (listens for client connections) will not cause problems in your environment.

Stop the TSS Scheduler (UNIX)The TSS Scheduler schedules background tasks for the Metabase. You must stop the scheduler before you uninstall the TSS Server application.

To stop the TSS Scheduler

1. Verify that there are no users logged on to TSS.

2. Log on to the TSS server as Root.


1. Stop the TSS Scheduler See page 11-14.

2. Remove data import locations See page 11-15.

3. Remove binaries See page 11-16.

4. Remove TSS Repository See page 11-16.

5. Edit services file See page 11-17.

6. Edit inetd.conf file See page 11-18.



When you installed TSS, you were asked Where would you like to install the TSS 11 application? This is the directory represented by <Server Path>.

4. Type the command:

./scheduler -stop

Remove Data Import LocationsWhen you configured your TSS Repositories, you defined data import locations. These locations store your source files used for data imports into Trillium Software System.

If you are planning to reuse the source files or directory structure, take no action; otherwise, follow the steps below to delete them.

To manually remove data import locations (optional)

1. Log on to the TSS Metabase Manager.

2. Expand the folder Control Admin.

3. Double-click on the folder Loader Connections.

4. From the ListView, right-click on a Loader Connection and select Edit.

5. Take note of the directory location and click Cancel.

6. Repeat for each defined Loader Connection.

7. Delete the directories that are no longer required.

Loader Connection Data Directory Schema Directory



Remove TSS Binary FilesWhen you installed TSS, you were asked Where would you like to install the TSS application? This is the directory where you want to perform the following procedure.

To remove TSS binaries


2. Locate and verify the directory that contains the TSS binaries.

3. After you are satisfied that this is the correct directory location, type the command:

rm -R <Server Path>

This removes the directory and all its sub-directories and files under <Server Path>. For example, if you installed the TSS server application in /rel11, then you would type rm -R /rel11.

Remove the TSS RepositoryWhen you installed TSS, you were asked Where would you like to install your metabases? This is the directory where you want to perform the following steps.

To remove TSS Repository


2. Locate and verify the directory that contains the TSS Metabases.

If you know the metabase names used with this version, you can check the directory /<Repository Path>/metabase. If the names of those metabases are there, then you know that you have the right Repository.

3. After you are satisfied that you have the correct Repository location, type the command:

rm -R <Repository Path>



This removes the directory and all its sub-directories and files under <Repository Path>. For example, if you installed TSS Metabases in /mb11, then you would type rm -R /mb11

You will not be able to delete this directory if it is a primary directory of a file system. A UNIX error message will appear stating that the directory is empty. Be aware that this indicates that the directory is a primary directory of a file system and cannot be deleted. It does not indicate that the directory is empty.

Remove Entries in Services FileWhen you installed TSS, two entries were added to the bottom of the services file found in the /etc directory.

To remove entries in the Services file

1. After removing TSS binaries and Metabases, change directories to the directory /etc.

You must be logged on as Root to perform this task.

2. Locate the file named services and make a backup.

3. Open the services file for editing and go to the end of the file.

Here you will see two lines inserted into the file. See the example below.

4. Delete these two lines from the services file.

5. Save your changes and close the file.



Remove Entries from inetd.confWhen you installed TSS, an entry was added to the bottom of the inetd.conf file found in the /etc directory.

To remove entries from inetd.conf

1. After cleaning up the services file, locate the file named inetd.conf.

You should still be in the directory /etc. You must be logged on as Root to perform this task.

2. Back up inetd.conf.

3. Open inetd.conf for editing and go to the end of the file.

Here you will see one line inserted into the file. See the graphic below for an example.

4. Delete the line from the inetd.conf file.

5. Save your changes and close the file.

6. As Root, type the command:

kill -HUP $(ps -e|grep inetd|head -1|awk ‘{print$1}’)

This command restarts inetd in order to release the ports.

This command will stop and restart inetd. Please check with your UNIX administrator to ensure that this command will not cause problems in your environment.
