ETK Installation and Configuration Manual_en

Transcription

BMW
GROUP
ETK
Installation and Configuration
Manual
English
Version 1.4
06.08.2013
ETK Installation and Configuration Manual
1
System Requirements – General ......................................................................................................4
1.1
Operating system compatibility: .................................................................................................4
1.1.1
Local (standalone) version ..................................................................................................4
1.1.2
Client/Server Version ..........................................................................................................4
1.1.3
Terminalserver ....................................................................................................................4
1.1.4
ISIS version (until end of 2014) ..........................................................................................4
1.2
Hardware requirements .............................................................................................................4
1.2.1
Local (standalone) version ..................................................................................................4
1.2.2
Client/Server Version ..........................................................................................................4
1.2.3
ISIS version.........................................................................................................................5
2
Installation of the ETK - the various versions ....................................................................................5
2.1
Installation of the standalone version.........................................................................................5
2.1.1
Requirements......................................................................................................................5
2.1.2
Installation procedure .........................................................................................................5
2.1.3
Starting the ETK................................................................................................................13
2.1.4
Removing the ETK ............................................................................................................13
2.1.5
Update ..............................................................................................................................13
2.2
Server Installation ....................................................................................................................14
2.2.1
Requirements....................................................................................................................14
2.2.2
Java Installation ................................................................................................................14
2.2.3
Installation procedure .......................................................................................................16
2.2.4
Sharing of Company Directory and opening the Tomcat-Port..........................................25
2.2.4.1
Windows Server 2008 ...............................................................................................26
2.2.4.2
Windows Server 2008 R2. .........................................................................................29
2.2.4.3
Windows Server 2012 ...............................................................................................35
2.2.4.4
Linux ..........................................................................................................................43
2.2.5
Starting “ETK Admin” on server ........................................................................................43
2.2.6
Removing the ETK Server ................................................................................................43
2.2.7
Update ..............................................................................................................................44
2.3
Client installation ......................................................................................................................45
2.3.1
Requirements....................................................................................................................45
2.3.2
Installation procedure .......................................................................................................45
2.3.3
Starting the ETK................................................................................................................50
2.3.4
Removing the ETK ............................................................................................................50
2.3.5
Update ..............................................................................................................................51
2.4
ISIS Installation ........................................................................................................................52
2.4.1
ISIS Server installation .....................................................................................................52
2.5
3
Installation of the ETK ISIS Client ............................................................................................56
Configuration „Communication to BMW AG“ ..................................................................................59
3.1
Connecting the central research / central equipment server / ASAP functions .......................59
3.1.1
Extended system requirements ........................................................................................59
3.1.2
Step 1 – Basic settings in ASAP (Aftersales Assistance Portal) ......................................60
3.1.3
Step 2 – Basic Settings in “ETK Admin” – (Admintool) ....................................................60
3.1.4
Settings “Central search versus Local search” .................................................................61
3.1.5
Settings “Determine options via central database” ...........................................................61
3.1.6
Settings “ASAP functions” ................................................................................................61
4
Troubleshooting...............................................................................................................................62
5
Support ............................................................................................................................................64
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Foreword
This technical manual is designed as a supplementary document to the help and training information
for the ETK. The manual is intended mainly for all persons who have to install, configure or administer
the ETK. The contents of this document are consequently the technical system requirements, detailed
descriptions of the procedures for the various types of installation and instructions on how to customize the installation to individual needs.
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1 System Requirements – General
1.1 Operating system compatibility:
1.1.1 Local (standalone) version
Windows XP (minimum SP2)
Windows 7 Professional & Enterprise
Windows 7 Professional 64 Bit
Windows 8
1.1.2 Client/Server Version
Server:
Windows Server 2003
Windows Server 2008 R2 (64bit)
Windows Server 2012 64bit
Linux minimum SLES 9
Client:
Windows XP (min. SP2)
1.1.3 Terminalserver
Terminal Server Windows 2003
Windows 2008 R2 Standard Terminal Server
1.1.4 ISIS version (until end of 2014)
Server:
The ETK is installed on a Virtual Instance, based on a Windows Server 2003 operating system.
Client:
Windows XP (min. SP2)
1.2 Hardware requirements
1.2.1 Local (standalone) version
Processor: 1 GHz or faster 32-bit (x86)
RAM (Random Access Memory)  1 GB RAM
Hard disk:  6 GB
1.2.2 Client/Server Version
Server - requirements:
Processor:
 Number of users < 10: 2-GHz-Processor or faster 32 Bit (x86)
 Number of users > 10: 2 GHz or faster; recommended: Multi Core Processor
RAM (Random Access Memory):
 Number of users < 10: 256 MB free RAM
 Number of users > 10: 512 MB free RAM
Hard disk space: 6 GB free hard disk space for 10 users per company
To ensure a powerful and safe use of the ETK in your daily operations, you should avoid connecting
more then 50 users at the same time per server session.
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Client – requirements:
Processor:  1-GHz-Processor or faster 32 Bit (x86)
RAM (Random Access Memory):  1 GB RAM
Hard Disk:  50 MB
1.2.3 ISIS version
Server:
Is determined by ISIS hardware.
Client:
Processor:  1-GHz-Processor or faster 32 Bit (x86)
RAM (Random Access Memory):  256MB RAM
Hard Disk:  200 MB
2 Installation of the ETK - the various versions
You can choose between three ETK versions:
 Local (standalone) version:
All the programs and files required for using the ETK are copied to your computer here. Therefore,
no additional computer is required to use the ETK.
 Client/server version:
This version consists of two parts, the server part that is installed on a server and the client part
that is installed on the computers of the end users (client computers). The client computers have
to be connected via a network to the server.
 ISIS version
The ISIS version is generally a Client/Server Installation. The difference is the hardware and a different installation routine.
When starting the ETK for the first time after installation, please note that it can be started and configured by logging in using the user-ID "admin" together with the password "admin". Please note that the
password for this user-ID should then be changed for security reasons.
2.1 Installation of the standalone version
2.1.1 Requirements
The requirements specified under the item "System Requirements - General" for the installation of
the "Local (standalone) version" must be fulfilled.
2.1.2 Installation procedure
 Insert the DVD into the DVD-drive.
 On the DVD, start the program setup.exe.
 In Windows 7 the user account control may asks you to allow the setup make changes to your
computer. Please confirm the dialog with “Yes”
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The program asks you to select the language in which the installation is to be carried out.

To close the welcome dialog screen, click "Next".

Please select the directory to which the ETK is to be installed. If you want to modify the proposed
directory, use "Browse" to do so. To close the dialog box, click on "Next".
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
In the next dialog box you can specify the program folder in which the ETK will appear in the Start
Menu. Continue the installation with "Next".

In the next dialog box you can review the already defined settings. If you want to change any settings, click "Back". To continue the installation, click the function button "Next". Up to this point the
installation can be easily cancelled. From the next step on, you should avoid cancelling the installation so as to ensure that no incompletely installed version of the ETK remains on your computer.
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
After you click "Next" the required files are copied to the destination directory, this can take a few
minutes.

With the standalone installation the ETK also consists of a client and a server component. This
division will only be visible to you at the point that now follows: the client and server require a free
port in order to be able to communicate. The installation program automatically recommends a
free port. You should only change this pre-setting if you are familiar with changing your computer's port assignments and know that the recommended port is free but required by a different
program that is inactive during the specification of the port. In this case, please modify the recommended port assignments with other free ports.
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
In the following dialog box you can configure the ETK interfaces.
If you use a DMS or a VinSpec server, please use the corresponding fields to enter the URLs under which these can be accessed.
If you want to use the US interface, please select the corresponding check box. The standard path
and the file name for the interface are entered as default in the text box below the check box. You
can change this default if the interface file on your computer is located in a different directory.
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
Please select your market and confirm the selection with "OK".

If you have the rights for the Rolls-Royce brand please check the checkbox and confirm your selection with “OK”. In the next step enter the required password. If you leave the checkbox unchecked and click ok you will skip this step.

Now please select whether you want to read in saved data:


Importing already saved ETK user data:
 If you had already installed this ETK sometime and had backed up data, these data
will be migrated for the installation of the ETK.
No data migration:
 If you have no data backup from an ETK installation or if you do not want any such
backup data to be migrated, please select this entry.
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In the first two cases you will be asked to specify the located of the backup data. You can skip the
migration of the data, if e.g. no backed up data can be found. Click "OK" to start the migration of
the data.

Please enter the name of your Company and the Associate ID (you can enter the Dealer Number
here). Save and continue by clicking "OK“.

If there is a connection to a dealer system (DMS) and this has been activated via an URL in the
"Properties" dialog box, the configuration data will be imported from the DMS in this step.

A message is now displayed informing you that the initial filling of the data has been completed
successfully. Please confirm with "Exit"
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
The publication data will then be loaded. For this, you will be asked to specify your DVD drive. In
the "Select CD-ROM drive" mask, select the drive in which the ETK installation DVD is inserted.
Note: A "Daten" folder must be visible in the selected drive. Confirm the selection with "OK"

After you click "OK" the publication data are imported, this may take several minutes.

Click "OK" to confirm the message that the publication data have been imported.

To complete the installation, click "OK".
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2.1.3 Starting the ETK
On your computer's desktop you will now find three icons
,
and
. The ETK can
now be started via the desktop icon "ETK (local)" and/or via the corresponding start-menu entry. The
Integrated Parts and Accessories Catalogue can be started by “ETK Accessories (Local)”.The Administration Tool for carrying out administrative tasks can be started via the icon "ETK Admin" and/or
via the corresponding start-menu entry.
2.1.4 Removing the ETK

To remove the ETK, two alternative are available:
 Start Setup.exe on the DVD and follow the steps in the dialog box.
 If you do not have the installation CDs to hand, you can use the Windows function
"Start  Control Panel  Software  Add/Remove Programs" as an alternative. In the list shown, select the entry "ETK (local)" and start the remove process
with "Remove".

In the dialog box "ETK (Lokal) Setup" that now appears select the entry "Remove" and continue
to remove the program with "Next".

Please check whether the desktop icons "ETK (Lokal)", “ETK Accessories (Local)” and "ETK
Admin" have been properly removed.
2.1.5 Update




If the ETK software is running, please quit the program before carrying out the update.
To update the ETK (for example, if you have received a new program version of the ETK with
DVD, or if you want to change the interface configuration of the ETK), please start Setup.exe on
the DVD and select the entry "Modify" or "Repair" in the "ETK (Lokal) Setup" mask (both entries
have the same effect).
Note: If you have inserted a DVD with an older version than the currently installed version, a
warning message will be displayed. If the procedure is OK, you can continue the update at this
point or, if you are unsure, cancel it.
If you chose to continue you will again be asked to specify the interface parameters and can modify these. The publication data stored on the DVD will then be read in (note, it may also be that the
data read in is older than the data already installed). If you do not want to read in the publication
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data, because for example you only wanted to change the interface settings, you can cancel the
update at this point.
2.2 Server Installation
2.2.1 Requirements
Prior to the start of the installation, the following requirements have to be met

The software JAVA JDK (SDK) must be installed.
2.2.2 Java Installation

For Windows Server installations you will find a supplied version on the ETK-DVD under ./jdk .
o Execute jdk-7u9-windows-i586.exe
o If you want to install the ETK on Windows Server 2008, you may be prompted from the
User Account Control to confirm the execution of the JDK Setup. Please confirm the dialog with “Continue”.
o
In the following dialog the Java Setup embraces you with a Welcome dialog. Click on
“Next”
o
Choose now which components you want to install. The following components don’t need
to be installed:
1. Source Code
2. Java DB
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
o
Now you can choose the destination location for the Java Runtime Environment
o
Confirm the last dialog with “Close”
If you want to install Java JDK under LINUX from the ETK DVD, you will have to note the following:
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o

On ETK-DVD, the file jdk-7u9-linux-i586.rpm is located in ./jdk . Please start this by specifying the full path (not locally in /jdk, as the free-space check otherwise always reports an
error), therefore, e.g., enter  cd /  /media/cdrom/jdk/linux/ jdk-7u9-linux-i586.rpm
o After this start the file jdk-7u9-linux-i586.rpm is located in „/“.
o Then install with rpm -i jdk-7u9-linux-i586.rpm
o Under LINUX the environment variable $JAVA_HOME must be set to the location of the
installation of the JDK (e.g. /usr/java/j2sdk1.7.0_09) and the $PATH-Variable must contain an entry on the "bin-directory" of the JDK (e.g., /usr/java/j2sdk1.7.0_09/bin).
o The steps of the JAVA JDK installation procedure have to be fully carried out and completed successfully.
The requirements specified under the item "System Requirements - General“ for the installation
of the "Client/Server Version  Server Requirements" must be fulfilled.
Insert the DVD into the DVD-ROM drive. For ...
WINDOWS: start install_server.exe
LINUX: start install_server.sh

Under Windows Server 2008 you may be prompted to confirm the execution of the setup. Please
confirm the dialog with “Allow I trust this program. I know where it’s from or I’ve used it before.”

First of all, the Setup requests the path to your JDK. Please choose the appropriate Path and confirm the dialog with “OK”. Note: If the setup can’t find a proper JDK version the dialog won’t close.
If you do not know where the JDK is located, you can use your File Explorer to search for the file
javac.exe. You then have to specify a higher directory (which then also contains bin\javac.exe).
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
Select the language in which the following installation is to be carried out and confirm selection
with "OK".

To close the welcome screen, click "OK".
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
In the bottom of the next dialog box, select the installation directory to which the ETK is to be installed, or enter the path yourself in the upper text box. Note: The specified directory should not
yet exist or, if it does exist, should not contain files or be hidden. The directory name should contain no space characters. To close the dialog box, click "OK".

As default, the "Tomcat" Web server is installed with the ETK. In the next dialog box you have the
following alternatives:
 If you want to install the default Web server, confirm the unmodified dialog box
"Application Server" with "OK".
 If you want to run the ETK with a different Web server, clear the check box beside
"Install Tomcat". Note: If Tomcat is not installed, only a file with the name
javaserver.war is created in the "..\javaserver" directory; you then have to deploy
this file as described in your individual Web server instructions (in order to get the
Web server up and running).
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
The required programs are now copied to your computer. This may take several minutes.

Tomcat requires a free port under which the ETK is made accessible to the clients. The installation
program automatically recommends a free port. You can then choose between the following two
alternatives:
 Accept the port assignments without changes by clicking "OK" and continue with the
installation.
 Change the proposed port assignments and continue the installation with "OK".
Note: You should only change this default setting if you are familiar with your computer's port assignments and know that, although the recommended port is currently free, a different (presently inactive) program uses the port. In this case,
please modify the recommended port assignments with other free ports of your
choice.
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
Note regarding LINUX installation: Under LINUX the to-be-installed transbase database also
requires free ports. To change the values of the port see the explanation of the "Port Selection"
mask for the Tomcat Web server.

The address (URL) under which the client accesses the ETK server must contain the IP address
and/or the name of the computer on which you are carrying out the installation of the ETK server.
The installation determines the computer name and automatically reads it into the next dialog box.
If necessary, please correct the computer name entered in this dialog box. To confirm the dialog
box, click "OK".

The specified server name is entered in the following "Properties" dialog box in the server URL.
Do not change the URL. Note: Press "Back" to return to the dialog box if you want to enter the
server name again.

If you use a DMS and/or a VinSpec server, please use the corresponding fields to enter the URLs
under which these can be accessed.

Then confirm the settings in the "Properties" mask with "OK".
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
The next dialog box shows the automatic procedure of the following installation steps. Note: Close
the dialog box "Command is being executed" with "OK“, only when the subsequent message
"Please click OK to continue the installation" is displayed in the central text box.

To subsequently install the publication data, please select your market and click "OK" to confirm
the "Market Selection" screen.
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
If you have the rights for the Rolls-Royce brand please check the checkbox and confirm your selection with “OK”. In the next step enter the required password. If you leave the checkbox unchecked and click “OK” you will skip this step.

Now please select whether you want to migrate the saved data:

Importing already saved ETK user data:
 If you had already installed this ETK sometime and had saved data, these data will
be migrated for the installation of the ETK.
No data migration:
 If you have no data backup from a Group ETK or ETK installation or if you do not
want any such backup data to be migrated, please select this entry.


In the first case you will be asked to specify the directory containing the backup data. You can skip
the migration of the data, if e.g. no backed up data can be found. Click "OK" to start the migration
of the selected data and close the "Installation type" dialog box.

Please enter the name of your Company and the Associate ID (you can enter the Dealer Number
here). Save and continue by clicking "OK“.
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
If there is a connection to a dealer system (DMS) and this has been activated via an URL in the
"Properties” dialogue, the configuration data will be imported from the DMS in this step.

A message is now displayed informing you that the initial filling of the data and the migration of the
old data has been completed successfully. Click "Exit" to close the "End of procedure" screen.

In the dialog box "Manage Companies", it is now necessary to specify the installation and program
directories for the later client installation and client use. To specify these directories, proceed as
follows:
 To specify the directory for the default company, press "Edit" and edit the "Company directory" (mandatory input) box or select it from by "Selecting" a folder.
 To save your entry, please click "Save".
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
You can still create additional companies. Note: For each additional company you
have to create its own separate "Company folder". You must also make certain that
only one company is assigned to each folder. You can use the program "Admintool
 Administration  Manage Companies.." to make changes to the existing companies and their company folders or create new companies and their company folders
(see also 2.2.5 Starting Admintool)
 To end the "Manage Companies" dialog box, click "Continue".

The publication data will then be loaded. For this, you will be asked to specify your DVD-ROM
drive. In the "Select CD-ROM drive" mask, select the drive in which the ETK DVD is inserted.
Note: A "Daten" folder must be visible in the selected drive. Confirm the selection with "OK"

After you click "OK" the publication data are imported, this can take a few minutes.
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
Click "OK" to confirm the message that the publication data have been imported.

To complete the installation, click "OK".
2.2.4 Sharing of Company Directory and opening the Tomcat-Port
In Windows the Company Directory has to be shared on the Server. For this purpose the „File and
Printer Sharing“ has to be enabled and then the Directory has to be shared in Explorer. In addition the
Tomcat-Port (Application-Port) has to be opened in the Windows-Firewall. If you've forgotten the port,
you can see the “install.log” file. The “install.log” can be found in the ETK-Server root directory.
Another way to find out the Tomcat-Port is like the following:
On the ETK-Server change with the Explorer to the Company Directory (in this case: c:\etkclient) and
change there to: classes.
There is a „javaclient.properties“. Please open this file with an Editor. There you can find in Line 7 a
server.URL. This URL contains the Tomcat-Port (in this example: 49165).
How to do this in detail is described in the following.
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2.2.4.1 Windows Server 2008

Start the Control Panel (Start  Control Panel)

Choose the entry “Windows Firewall”, click on “Change Settings” and confirm the User Account
Control with “Continue”

Then click on the “Exceptions” tab
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
Ensure that the entry "File and Printer Sharing” is selected.

Click on "Add port..."

Now enter the previously in the setup specified Tomcat-Port (Application-Port) and click “OK”. If
you've forgotten the Port, s. Tomcat-Port.
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


Right click in the File-Explorer on your Company directory (in this example: c:\etkclient) and select
the entry “Share…”
Click on “Continue…”

In this example, each user is added to the Windows Server 2008 instance with access rights. After
this click “Add”.
Maybe you want to share the Folder not with all users.
If you want to create a shared folder without password, you have to activate the guest account.
This can be done through the “Computer Management”.
Click on “Share” and confirm the UAC with “Continue”

The “Sharing” of the folder is confirmed.
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2.2.4.2 Windows Server 2008 R2.

Start the Control Panel (Start  Control Panel).

Choose under System and Security: Check firewall status.
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
Choose: Allow a program or feature through Windows Firewall.

Ensure that the entry "File and Printer Sharing” is selected.
Afterwards go back to „Windows-Firewall“ by clicking „OK“ (or „“, if you did not change anything)
and choose: „Advanced Settings“.
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
Choose „Inbound Rules“ and then on the right: „New Rule ….“.

Choose „Port“ and click „Next“.
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
Choose „TCP“ and „Specific local Ports“ and enter the previously in the setup specified TomcatPort (Application-Port) and click „Next“. If you've forgotten the Port, s. Tomcat-Port.

Choose „Allow the connection“ and click „Next“.
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
Which Setting („Domain“, „Private“ or „Public“) is applicable for this rule, it depends on your Networkconfiguration. In many cases the Setting „Private“ is enough. If it is not enough, you can
choose all the 3 Settings, then it should work in any case (these Settings can be changed later
without problems). Then click „Next“.

As „Name“ you can enter for example: „tomcat_49165“, that is „tomcat“ and the appropriate Tomcat-Port, then the rule can more easily be identified later.
At the end click „Finish“ , then the new rule is active.
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
Click in Explorer with right Mouse-Button on your Company Directory (in this example: c:\etkclient)
and choose the option „Share with“ „Specific people …“.

Here you can choose for example „Everyone“, after this click „Add“.

In this example every user of this Windows Server 2008 R2 Instance is added.
If you want to create a Share without password, you have to activate the guest account before.
You can achieve this via Administrative Tools.
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
Click on „Share“.

After a while you get an acknowledgement. After clicking „Done“ the folder is shared.
2.2.4.3 Windows Server 2012

With the Windows-Key change to the Startmenu.
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
Then choose: „Control Panel“.
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
Choose „System and Security“.

Choose „Windows Firewall“.

Choose „Allow an app or feature through Windows Firewall“.
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
Ensure that the entry "File and Printer Sharing” is selected
Afterwards go back to „Windows-Firewall“ by clicking „OK“ (or „“, if you did not change anything)
and choose: „Advanced Settings“.

Choose „Inbound Rules“ and then on the right: „New Rule ….“.
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
Choose „Port“ and click „Next“.

Choose „TCP“ and „Specific local Ports“ and enter the previously in the setup specified TomcatPort (Application-Port) and click „Next“. If you've forgotten the Port, s. Tomcat-Port.
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
Choose „Allow the connection“ and click „Next“.

Which Setting („Domain“, „Private“ or „Public“) is applicable for this rule, it depends on your Network-Configuration. In many cases the Setting „Private“ is enough. If it is not enough, you can
choose all the 3 Settings, then it should work in any case (these Settings can be changed later
without problems). Then click „Next“.
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
As „Name“ you can enter for example: „tomcat_49165“, that is „tomcat“ and the appropriate Tomcat-Port, then the rule can more easily be identified later.
At the end click „Finish“, then the new rule is active.

Click in Explorer with right Mouse-Button on your Company Directory (in this example: c:\etkclient)
and choose the option „Share with“ „Specific people …“.
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
Here you can choose for example „Everyone“, after this click „Add“.

In this example every user of this Windows Server 2012 Instance is added.
If you want to create a Share without password, you have to activate the guest account before.
You can achieve this via Administrative Tools.

Click on „Share“.
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
After a while you get an acknowledgement. After clicking „Done“ the folder is shared.
2.2.4.4 Linux
If ETK was installed on your computer for the first time, you must now configure Samba in such a way
that the Windows clients can subsequently connect via network drive with the Linux server. To do so,
please open the file smb.conf (e.g., /etc/samba/smb.conf) to, e.g., add the following entry:
[etk]
path = /etkclient
public = yes
read only = yes

The line "path=/etkclient" means that the client directory has to be installed on the
Linux server under /etkclient.
 [etk] means that with the share-name "ETK" you can connect from your Window client to the LINUX server.
 To activate this entry, you have to re-start Samba. To do so, you can use the following command:  rcsmb restart
If the ETK was installed sometime on your computer, you should however carry out a Samba restart
after an additional installation or an update in order to make certain that the Windows clients can again
access the network driver.
2.2.5 Starting “ETK Admin” on server
The Admintool can be started by running the file „admintool.exe“ (or "admintool.sh" for LINUX) in the
subdirectory "..\admintool" of the installation directory. The server is automatically started (under Windows this is set up as a "Service").
2.2.6 Removing the ETK Server
To remove the ETK server, please proceed as follows:
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




Ensure that none of the connected ETK clients are active.
Cancel the sharing rights of all client installation and program directories on the server.
Open the file "install_server.exe" (or "install_server.sh" for LINUX) on DVD.
Select the desired language and confirm the selection with "OK".
In the "Select Action" dialog box choose the entry "Delete the ETK server with all components (all
files in the destination directory will be deleted)" and confirm the selection with "OK".

Check whether the installation directory was removed from your sever.
2.2.7 Update
To update (if you have received a new DVD, or you want to modify the interface configuration) the
ETK server, proceed as follows:






Ensure that none of the connected ETK clients are active.
Open the file "install_server.exe" (or "install_server.sh" for LINUX) on DVD.
Select the required language and confirm the selection with "OK".
In the "Select Action" dialog box, select the entry "Update the ETK server" and click "OK" to confirm the selection.
Note: If you have inserted a DVD with an older version than the currently installed version, a
warning message will be displayed. If the procedure is OK, you can continue the update at this
point or, if you are unsure, cancel it.
If you chose to continue you will again be asked to specify the interface parameters and can modify these. The publication data stored on the DVD will then be read in (note, it may also be that the
data read in is older than the data already installed). If you do not want to read in the publication
data, because for example you only want to modify the interface settings, you can cancel the update at this point.
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Note regarding LINUX installation:
Also after the update you should re-start Samba in order to be certain that the Windows clients can
access the network drive again.
2.3 Client installation
2.3.1 Requirements
Prior to the start of the installation, the following requirements have to be met:


The network has to be connected to the "Company directory" assigned for the company.
The requirements specified under the item "System Requirements - General“ for the installation
of the "Client/Server Version  Client Requirements" must be fulfilled.

Make a connection to the computer on which the server was installed. To do so, start the Windows-Explorer and select "Tools  Connect network drive".

Select a free drive letter in the "Drive" box and specify the connection to the server computer
(as instructed by the administrator who installed the server). Your entry should have the following form in the box "Folder“ "\\Computername\path" (for example: \\SMUC2726\etkclient)
Click "Finish" to confirm the selected settings.
In the connected network drive/directory, run the "Setup.exe" file.

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
The program asks you to select the language in which the installation is to be carried out.

Confirm the welcome dialogue by clicking on "Next".

Choose the setup type for your client installation from the following selection:
 Standard installation (see figure 1 below)
 User-oriented installation (see figure 2 below)
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
Please select the directory to which the ETK is to be installed. If you want to modify the proposed directory, use "Browse" to do so. To close the "Choose Destination Location" dialog
box, click "Next".
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
In the "Select program folder" dialog box you can specify the folder under which the ETK appears in the start menu. Continue the installation with "Next". The program files are then copied to the client.
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
After the files have been copied to the client you will be asked to specify the special interfaces
of your client:
 If you want to use the US interface, please select the "Use the US interface" check
box. For the file name and the path of the file a default value is preset in the corresponding box. If necessary, you can modify this value.

Click "OK" to confirm your settings in the "Properties" dialog box.

Click “Finish” to quit the installation.
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2.3.3 Starting the ETK

The ETK can now be started via the desktop icon "ETK (Client)" or the corresponding startmenu entry, the accessory module accordingly with "ETK Accessories (Client)".
2.3.4 Removing the ETK


The ETK can be removed in the following ways:
 Run Setup.exe in the folder in the company directory from which the client was installed.
 If the installation directory is no longer available, you can alternatively use the Windows function "Start  Control Panel  Software  Add/Remove Programs". In
the list shown, select the entry "ETK" and start the remove process with "Remove".
Follow the steps of the uninstall procedure and check whether the icon and the locally created
directory have been deleted.
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2.3.5 Update
New publication data and program version are loaded into the server. You can run an update on the
Client in order to customize the client specific interfaces. To do so, please run Setup.exe in the folder
in the company directory from which the client was installed. Select the entry "Modify" or "Repair"
(both entries have the same effect) in the "ETK Client Setup" dialog box that follows the language
selection. The already described "Properties" dialog box is displayed (see also 2.3.2 Installation Procedure).
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2.4 ISIS Installation
2.4.1 ISIS Server installation

To install the ETK from a DVD on a ISIS server, the following steps must be performed.
1. Open the WSM in a browser and click on the “Software Overview” tab and then on the “Available Software” tab
2. Click the button “Add DVD Package”. This causes the ISIS Server to open the DVD – drive.
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3. Insert the ETK – DVD into the DVD drive of the ISIS server and close the drive. If the DVD is
correctly in the drive, click "Continue". The ISIS server reads the Software packages on the
DVD that can be installed, and shows an overview of the contents of the DVD.
4. Click on the Button “Continue” whereby the server copies the software packages from the
DVD into the repository
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5. Once the copy process is finished, you can see the copied packages in an overview.
6. Click the button „Install Software“
7. confirm the security dialog with „yes“
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8. Enter the WSM password
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9. Confirm the installation dialog with “Ok”
10. If the ETK-Installation has ended, the “Software Overview” is empty.
2.5 Installation of the ETK ISIS Client
After the installation of the server-package the software is available on the WSM. For the installation of
the client on your PC you have to do the following steps:
1. Open the WSM in a browser and click on the “Software Overview” tab and then on the “Client
installer” tab.
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2. Click on the blue entry “ETK/EPC”. This will open the ETK directory.
3. Click on “etk_launchersetup.exe”. The download of the ETK Launcher will start and you can
save it on your hard-disk.
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4. Start the „etk_launchersetup.exe. You will guided through the Standard-installation process by
the Setup. After the installation the Icons for the ETK and the ETK-Admintool will appear on
your desktop.
5. Start the ETK through a click on the icon on your desktop.
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3 Configuration „Communication to BMW AG“
3.1 Connecting the central research / central equipment server / ASAP functions
With the new ETK you have the option of connecting to the central BMW Group servers (at the Munich
headquarters). This provides the option of carrying out search operations on the central publication
data which incorporates the equipment data installed by the plant in the vehicle identification or Aftersales Assistance Portal (ASAP) programs by establishing active links between ETK and ASAP. Technically, this connection looks as follows:
ETK Server
BMW Group
zentrale DB
Intranet – Extranet – Internet
BMW Group
IGDOM
ASAP Login - HTML
User-Id ASAP
Password *********
LOGIN
ETK (Client)
ASAP Function
Illustration – technical components central connection to BMW server with ETK Client/Server
BMW Group
zentrale DB
ASAP Login - HTML
User-Id ASAP
Intranet –Extranet –Internet
Password *********
BMW Group
IGDOM
LOGIN
ETK Lokal
ASAP Function
Illustration – technical components central connection to BMW server with ETK Local
3.1.1 Extended system requirements
To be able to use the described optional functionalities the following aspects have to be taken into
account in addition to the existing system requirements of the ETK:
Client/server installation
Internet connection (e.g. remote data transmission connections) that can be used at the same
time for server and client.
ASAP Login (existing identifiers have to be used)
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Local (standalone) installation
Internet connection (e.g., remote data transmission connection)
ASAP Login (existing identifiers can be used)
3.1.2 Step 1 – Basic settings in ASAP (Aftersales Assistance Portal)
To activate the ASAP functions (e.g. to display the installation instructions) from the ETK, the communications settings to the respective user of the ETK have first to be defined in the ASAP. To do this,
proceed as follows:





Log in to the ASAP with your ASAP login (use your existing and known login of ASAP – if you
have no ID please consult the item "Troubleshooting").
In the ASAP click the menu entry "ETK  Communication settings"
Now click on the "Default values" (see following diagram) and look at the values that the
ASAP enters for you user ID. Note: You should only change these default settings if you are
familiar with your computer's port assignments and know that, although the recommended
port is currently free, a different (presently inactive) program uses the port. In this case, please
modify the recommended port assignments with other free ports of your choice. In addition,
you should only change the default value for the "Start Command" box if you have installed
the ERC in a different location than the recommended installation directory. If you modify the
port settings, please note the item "Troubleshooting“
To save your settings, click "Save"
You can now quit ASAP by pressing "Log out".
3.1.3 Step 2 – Basic Settings in “ETK Admin” – (Admintool)
In this step the communication of the ETK with the central BMW databases is configured in ETK
Admin. As default, the communication is set to “inactive” during the installation of the ETK. The following options are necessary separately and depending on the installation location of the ETK and have
to be set as follows:






Start the "ETK Admin” program on your desktop (Note: for server installation 2.2.5 Starting
"ETK Admin" on server)
Open the "Communication  To BMW AG" dialog box.
First select the basic connection to BMW AG:
 "No communication"  You have no connection and no access to the BMW databases. The ETK sets up the connection to the central databases, consequently the
described functions are not available.
 "SGate"  You have an ASAP login to SGate in order to use it to set up the connection between the ETK and the ASAP.
 "Intranet"  You are inside the BMW-Net (Intranet, for example in the BMW AG or
in a BMW-Subsidiary). If you choose this Setting, you do not need a Login.
 "Other”  You have an ASAP login through an access not described here.
If you have selected "Other”, decide for one of the following listed points of access with which
you are familiar (e.g. Other  USA-DCS-Net).
Save the settings and close the "Communication  To BMW AG” dialog box.
Note: If you use a proxy settings for your Internet connection (e.g., if you use a firewall),
please make the following settings in the “ETK Admin”:
 Open the "Communication  Proxy ...” dialog box.
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Activate the proxy settings by enabling the checkbox "use proxy server”
Fill in the requested boxes with your individual settings (if you lack information, see
also "Troubleshooting”)
 Save the settings you have made and close the "Communication  Proxy" dialog
box.
 Start ETK. Into “Extras  Proxy” enter the same Proxy-settings like in ETK-Admin.



Quit "ETK Admin“ and start the ETK
3.1.4 Settings “Central search versus Local search”
For the "Central Parts Search" function, which provides the option of carrying out the ETK search in
the central BMW database, the following additional configurations must be made in addition to the
basic configuration (see also 3.1.3 Basic settings in "ETK Admin" – Admintool):


To use the "Central Parts Search" function the ETK user must have been assigned the right to
use that function. To check this, go to the required user in "Administration  User Administration". If you do not see "Central Parts Search" in the “User function rights” (on the right side),
choose the "Central Parts Search" in “All function rights” (on the left side) and click ">". To
confirm the change, click "Save" in the "User administration" dialog box.
For the use of the central publication data/catalogue data, select the "Extras Settings" dialog
box in the ETK. In this dialog box you can select between "local" and "central" catalogue, provided you as user have the "Central Search" function right. To confirm the selection, click
"OK".
3.1.5 Settings “Determine options via central database”
To activate or deactivate the "Determine options via central database" function from case to case, the
user can select the check box. In this connection it should be noted that the basic settings described in
3.1.3 Basic settings in "ETK Admin" – Admintool) are a requirement for using this functionality.
3.1.6 Settings “ASAP functions”
To be able to use the ASAP functions (SDB – safety data sheets; EBA – installation instructions; PI –
product information) you have to make no settings other than requirements set out in "3.1.1 Extended
system requirements". The functions are offered if this function is offered to a part number under "Additional Information" in the parts information to the ETK (e.g., ASAP  EBA).
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4 Troubleshooting
Question:
The installation does not start, or closes immediately without displaying a dialog box.
Answer:
There is probably no JAVA JDK installed on your computer, or the installed cannot be found. Try to
type "java –version" into the command line. If the "java" command cannot be found, you will have to
download a compatible JAVA (JDK) for your operating system.
Question:
The server installation starts, but displays an error message stating that the installed Java version is
too old?
Answer:
For the server installation, the ETK requires the JAVA version 1.5.0_11 (JDK) or higher. As was described in the answer to the first question, you can download a JAVA 1.5.0_11 (JDK) version that is
compatible with your operating system.
Question:
Is it possible to subsequently configure the interfaces without having to re-load the publication data?
Answer:
Yes, to do so you have to start the installation program again. You can then configure the interfaces. If
the "Select CD-ROM drive" dialog box appears, please click "Cancel “. The interface has now been
reconfigured without you having to load the publication data again.
Question:
When the server is being removed, the following message appears: "An error has occurred during the
deletion of the company directory!“ What can I do?
Answer:
At least one of the client directories created for the separate companies could not be deleted. Even so,
the server was removed. You can now attempt to manually delete the directory. On reason why it may
not have been possible to delete a directory, e.g., could be that a client user had opened the directory,
e.g. in the Explorer.
Question:
You do not have the required ASAP login needed to use the ASAP functions. Where do you get this
authorization?
Answer:
Please ask your administrator or the ASAP person responsible for your market.
Question:
While carrying out the communication settings in ASAP, you changed the recommended ports. The
communication between ETK and ASAP does not function even though you followed the instructions.
What do you have to do?
Answer:
Please contact the ETK Support (see chapter 5).
Question:
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Where do I get the JAVA JRE required under "Extended requirements “?
Answer:
There are various places where you can get the required JAVA Plugin (JRE):
1. JAVA Plugin (JRE) is automatically installed via download on your computer when you enter
ASAP.
2. Contact your administrator.
Question:
It is not possible to install the JAVA plug-in (JRE) or the plug-in wants to download itself again each
time that the ASAP is opened. The communication between the ETK and the ASAP is not working.
What can I do?
Answer:
A possible cause could be the strict security policy in your network or lacking rights for installing software on your computer. Please contact your administrator.
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5 Support
There are basically two ways to obtain technical support. This depends on the installed version of the
ETK you use.
1. Standalone resp. Client/Server ETK
Here please contact our central support hotline of BMW AG and create a ticket on the application ETK (support group: etk_support)
Contact:
Phone: 55455
E-Mail: asz.hotline@bmw.de
2. ETK on ISIS
Please use the callback ticket given by the ISIS support process. You can find that in the
WSM.
For technical support please use the familiar support paths in the ASAP Portal.
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ETK Installation and Configuration Manual_en

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