system administration

Transcription

SYSTEM
ADMINISTRATION
Rules Based Productivity
www.metrixsoftware.com
Copyright © 2012 Outback Software Pty. Metrix® is a trademark of Outback Software Pty Limited and may be registered in certain jurisdictions.
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Metrix Admin Guide
Copyright and Contact Information
Metrix® System Administration Guide (version 2013.0)
Documentation:
Developers: Lisa Chambers, Michael R. Saia
Copyright © 2013 Electronics For Imaging, Inc. All rights reserved.
Company, brand, or product names are for identification purposes only and may be
registered trademarks of their respective holders.
Metrix software:
Copyright © 2004-2013 Outback Software Pty Limited. All rights reserved.
Portions Copyright © Romain Guy. All rights reserved.
Includes JavaMail v 1.4.1, source can be found at:
http://www.oracle.com/technetwork/java/javamail-1-4-1-141959.html
Portions Copyright © 2002-2008 LWJGL Project.
Portions Copyright © 1994-2004 Sun Microsystems, Inc. All rights reserved.
Portions Copyright © 2000-2011 The Legion Of The Bouncy Castle
http://www.bouncycastle.org
Portions Copyright © Chet Haase, Tim Halloran. All rights reserved.
Portions Copyright © 2001-2010, The HSQL Development Group. All rights reserved.
Portions Copyright © 1995-2000 by the Hypersonic SQL Group. All rights reserved.
Contact us on the EFI website at:
w3.efi.com/about-efi/contact-us
or Email us at:
metrixsupport@metrixsoftware.com
or Call us at:
Technical Support: +1 972 638-7490
System Administration
Metrix Admin Guide 11-22-2013 • 4:29 PM
Metrix Admin Guide
3
Contents
Copyright and Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Metrix Web Licensing (WL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The Metrix Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Database Maintenance and Housekeeping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Maintaining and Backing Up the Metrix Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Metrix Standalone: Windows/Mac OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Metrix Multi-User with Data Server: Windows/Mac OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Restoring the Metrix Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Metrix Standalone: Windows/Mac OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Metrix Multi-User with Data Server: Windows/Mac OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Database Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Metrix User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
User Preferences File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
The Marks Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Export Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Users and User Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Unlocking a Locked Project or the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
How to Submit a Metrix Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Connecting Metrix to Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
How to Back Up an SQL Server 2008 Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
For Beta Testers Only:
Duplicating a Database in SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
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Metrix Admin Guide
Metrix Web Licensing (WL)
For users who wish to pay for their Metrix license over a timed duration, a new system has
been developed to validate the regular payments via a Cloud-based verification system. This Server grants or denies the customer’s local Metrix licenses to function, based on
whether or not on-going monthly payments are successfully processed.
For users who pay for their Metrix license via this method, the Local copy of Metrix
or the customer’s License Server must have periodic access to the internet to make a
connection and receiving on-going permission.
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Metrix Admin Guide
The Metrix Database
Metrix automates job planning, minimizes data entry and eliminates errors by storing
information about your plant equipment and resources in its database. All Metrix operators are working with the same information, since the database is centralized and shared
across the network, so it is critical that this information is correct and up to date. As you
add projects to Metrix, they too are stored in the database.
For Windows, the Metrix database is stored in the Data folder at:
C: > ProgramData > Metrix Software > Metrix > Data
For Mac, your Data folder is in the Metrix application folder at:
Hard Drive > Applications > Metrix Software > Metrix > Data
For multi-user installations, this folder will be on the Data Server computer.
The need for database BACKUP cannot be overemphasized. We recommend daily
backups of your Metrix Data folder (the entire folder).
During the implementation phase, this practice allows you to revert back to an earlier
version in the event you discover that your setup is less than optimal or you’ve entered
data erroneously.
¨¨ The Data folder’s name cannot be changed. Therefore, the recommended procedure is
to copy the Data folder into another folder with a relevant name.
Database Maintenance and Housekeeping
The Metrix database requires regular shutdowns and startups to invoke its automatic
maintenance and housekeeping. The backup procedure on the following pages includes
a database shutdown before the backup. Please note that the shutdown and startup
procedure is an integral part of the process, and that failure to perform regular
database shutdowns and startups may result in data loss.
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Metrix Admin Guide
Maintaining and Backing Up the Metrix Database
The Metrix database performs its routine maintenance and housekeeping when it is shut
down and restarted. Therefore, it is of the utmost importance that you perform regular
shut downs and start ups of the Metrix database. The best way to maintain your database
is to perform regular backups, since the correct backup procedure entails a database
shut down and restart.
Metrix Standalone: Windows/Mac OS
1
Shut down Metrix.
2
Copy the Data folder to your backup location and folder.
Metrix Multi-User with Data Server: Windows/Mac OS
1
Ensure that ALL Metrix clients are shut down.
2
On the Data Server computer, execute Stop Metrix Data Server on Windows and
Shutdown Metrix Data Server on Mac OS, located inside the Metrix installation folder.
This is the method for shutting down the Data Server at all times – if the Data Server is
ever shut down abruptly, some data loss may occur.
3
On the Data Server computer, copy the Data folder to your backup location and folder.
¨¨ Your Data folder backup should contain two files and not four. If your backup Data folder
contains a metrix.lck and a metrix.log file, then your backup was (incorrectly) done when
the Metrix Data Server was running.
When the Metrix Data Server is shut down using the Stop Metrix Data Server (Windows)
or Shutdown Metrix Data Server (Mac OS), the data temporarily kept in the metrix.log file
is merged into the metrix.script file, and all data is compacted. This maintenance is crucial
to the health of your Metrix database, and should be performed at least weekly.
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Metrix Admin Guide
Restoring the Metrix Database
Metrix Standalone: Windows/Mac OS
1
Ensure that Metrix is shut down.
2
Copy the Data folder from your backup location and folder to the Metrix installation
folder.
On Windows, the Data folder is located at:
C: > ProgramData > Metrix Software > Metrix > Data
On Mac, the Data folder is located at:
Hard Drive > Applications > Metrix Software > Metrix > Data
For multi-user installations, this folder will be on the Data Server computer.
Metrix Multi-User with Data Server: Windows/Mac OS
1
Ensure that ALL Metrix clients are shut down.
2
Ensure that the Data Server is shut down.
3
Copy the Data folder from your backup location and folder to the Metrix installation
folder on the Data Server computer.
¨¨ If you want to save the data inside the existing Data folder, be sure to back it up before
restoring another Data folder.
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Metrix Admin Guide
Database Maintenance
The Metrix database should be culled of old projects at regular intervals. The interval
length depends on the number and types of projects you do with Metrix.
There are no hard and fast rules about how many projects your Metrix database can
hold – but the guidelines below should be kept in mind, as Metrix will stop working if
the database grows too large.
The space required for each project is dependent upon the elements within it. In order
to provide a benchmark for size limitations, EFI performed a series of tests, using many
copies of a Metrix XML file. This file – MIX OF PRODUCTS – is shipped with every copy of
Metrix. Using these projects as a benchmark, our tests have concluded that with 512mb
of memory, the minimum requirement for Metrix, the database limit was 220mb. That is,
the upper limit for the Data folder was 220mb.
In no case should you allow your Data folder to grow larger than 220mb, and a
safer upper limit would be 200mb.
If you are unable to cull old projects and your database has grown too large, you can
migrate your data to MS-SQL Server 2005 or MS-SQL Server 2008, either the Full or the
Express versions of either one. See “Unlocking a Locked Project or the Database” on
page 11.
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Metrix Admin Guide
Metrix User Preferences
The Metrix database centralizes all the Equipment, Resources, Standards, and Projects.
The Marks folder is also central. However, some aspects of the application are local:
User Preferences
The User Preferences are local to each client. The following User Preferences are
particularly important in a multi-user environment:
Copy to Shared Folder, Import Project Preferences
This folder should be accessible to all Metrix operators. Once Metrix receives a JDF or
MXML file in its Hot Folder, it is copied to this location to be worked on.
Hot Folder, Import Project Preferences
This folder should be accessible to all Metrix operators and all MIS operators. This is
where the JDF or MXML file is dropped for processing by Metrix.
Substitute Metrix Standard, Import Project Preferences
If your plant is making use of Metrix Standards, make sure this preference is set to
True on every client. This preference applies not only to imported projects, but also
to projects created within Metrix.
User Preferences File
All Metrix User Preferences and Export settings are stored in the Metrix 2013.Properties
file, located in the Library folder in your specific User folder. See the Metrix User Guide
for complete details on Metrix User Preferences.
The Marks Folder
Every client’s User Preferences must point to the same central Marks folder to enable the
marks to be exported with the layouts. See the Metrix User Guide for complete details
on Marks.
Export Dialog
Each client’s Export dialog remembers the last-used settings. Operators can also Save
Settings, ensuring uniformity and consistency.
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Metrix Admin Guide
Users and User Roles
If you are starting Metrix for the first time, or if personal Users and User Roles have not yet
been assigned, select one of the following default logins:
LOGIN
PASSWORD
Administrator
a
Guest
guest
Senior
senior
Junior
junior
¨¨ See the Metrix Setup Guide for information on how to set up Users and User Roles.
Click the button to watch a movie (07:12) that explains Metrix security.
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Metrix Admin Guide
Unlocking a Locked Project or the Database
Metrix locks all projects that are in use so they may not be edited by more than one client
at a time.
Likewise, if a user is editing the database and Metrix quits suddenly, the entire database
will be locked and no further editing can occur until it is unlocked..
To unlock one or more projects, or the database, first quit Metrix (Local Standalone
License version) or quit your client (License Server version). Launch the Unlock Projects
application, located inside the Metrix installation folder.
The Unlock Projects application displays a list of locked projects – any projects that were
open when Metrix (or the Data Server) quit abruptly:
Select the projects that are locked, click
application.
, then quit the Unlock Projects
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Metrix Admin Guide
How to Submit a Metrix Database
For those customers who choose to store their Metrix data in the supplied Metrix database and do NOT use an SQL Server, please use the folowing procedure:
1
Backing up a local user license of Metrix:
Close any open projects and quit Metrix.
On Windows, go to C: > ProgramData > Metrix Software > Metrix and zip the two
folders “Data” and “Marks” into an archive.
On Mac, go to Hard Drive > Applications > Metrix Software > Metrix and zip the
two folders “Data” and “Marks” into an archive.
2
Backing up a multi-user license of Metrix:
At a convenient time of the day shut down all copies of Metrix. Then on the Metrix
database server computer quit both the Data and License Servers.
– On the Mac use the “Shutdown Metrix Data Server” in the Metrix program folder.
– On Windows use the “Stop Metrix Database Server” in the Metrix program
directory.
In the Metrix folder you need to zip the two folders “Data” and “Marks” into an
archive.
3
Name the archive with the date and your company name, for example:
20130923_YourCompanyName.zip
4
Using your FTP client, send the archive to ftp.lithotechnicians.com. Use the following
User Name and Password to access the site:
User Name: u56985559-Metrix
Password: 88Pw44M3tr1x99
5
Send an email to metrixsupport@metrixsoftware.com to let us know you’ve uploaded
your database.
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Metrix Admin Guide
Connecting Metrix to Microsoft SQL Server
The information in the preceding pages is relevant to the database engine supplied with
Metrix. Some users choose to store their Metrix data in an SQL Server database (SQL
Server 2005 or SQL Server 2008, either the Full or Express Editions). Contact your reseller
for information on how to connect to MS-SQL, or if you purchased directly from EFI and
your company has an Annual Service Agreement, we can supply you with documentation
and support files that will assist you in migrating to MS-SQL.
Contact: metrixsupport@metrixsoftware.com
¨¨ EFI will freely communicate what we’ve done in testing and Quality Assurance to work
with MS-SQL Server, but we do not support the MS-SQL Server itself.
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Metrix Admin Guide
How to Back Up an SQL Server 2008 Database
For those customers who choose to store their Metrix data in an SQL Server database this
section will be helpful to understand the recommended backup procedure.
1
Right click on the Metrix Database you want to back up.
2
Select backup type “Full.” Define the backup set name and description (description is
optional). Under “Destination” click “Disk,” then “Add.”
Metrix Admin Guide
15
3
Browse to where you want to save the database. By default SQL Server likes to store the
.bak files in its own directory under “Backup.” You must give a file name with the .bak
extension.
4
On the left under “Select a page” click on “Options.” Choose “Backup to a new media
set” then define a media set name and description. Be sure to click “Verify backup when
finished,” then click “OK”
16
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Metrix Admin Guide
Click the “OK” button in the main screen to execute the backup. When finished, you
should see a dialog box that the job completed successfully.
¨¨ For an offline database backup please see your DB/IT admin for assistance.
Metrix Admin Guide
17
For Beta Testers Only:
Duplicating a Database in SQL Server
Important! When running a beta version of Metrix in a production environment it is
crudial that a beta copy is NOT allowed to connect to a user’s production database. If
this occurs the beta version will upgrade the production database to a newer version
that cannot be accessed by non-beta copies of Metrix. This may result in a database that
can never be further upgraded. The instructions below will guide you through making a
copy of your existing Metrix database and modifying a beta installation of Metrix so it will
connect only to the copied database.
1
In SQL Server Management Studio, right click on your Metrix database, click “Tasks,” then
click “Export Data.”
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Metrix Admin Guide
2
Click “Next.” You can also check “Do not show this starting page again.”
3
Select your Metrix database.
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Metrix Admin Guide
4
Click “New” to make a new database.
5
Name the database something that will remind you this is a beta database.
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Metrix Admin Guide
6
With the new database selected, click “Next.”
7
Select “Copy data from one or more tables or views,” then click “Next.”
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Metrix Admin Guide
8
Click the check box next to “Source” to select all table and views, click “Next”.
9
Choose “Run Immediately,” then click “Next.”
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Metrix Admin Guide
10
Click “Finish” and SQL Server will begin to copy the database.
11
When you have the green Success icon, click “Close” to quit.
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Metrix Admin Guide
12
On your client workstations you need to be sure that you have only one set of SQL
Server connection strings active. Make a copy of the ‘metrix.properties’ file from a nonbeta version of Metrix (found in the Metrix installation folder) and put it in the Metrix
installation folder where the beta version is installed. Overwrite the ‘metrix.properties’ file
that was installed with the beta version.
13
Edit the ‘metrix.properties’ file with NotePad (Win) or TextEdit (Mac). The second jdbc line
that contains the name of your production database should be changed to use the name
of your new copied ‘beta’ database. An example is below:
Original SQL Server connection string:
jdbc.URL=jdbc:sqlserver://10.1.10.27:1433;DatabaseName=metrix;respons
eBuffering=adaptive;
Updated SQL Server connection string:
jdbc.URL=jdbc:sqlserver://10.1.10.27:1433;DatabaseName=metrix
2013beta;responseBuffering=adaptive;
14
Before launching the Metrix beta, re-open the ‘metrix.properties’ file to double check that
you have in fact changed the SQL Server connection string. It is very important that you
do NOT connect to your production database.
15
You can can now launch the new beta copy of Metrix. Metrix will warn you that the
database schema is an older one and needs to be updated. Proceed with the updating
process.
If you cannot log into Metrix because you get a message saying that you cannot connect
to the Data Server then the name of the database in the metrix.properties is incorrect or
you do not have permission to access the database.
If you wish to run the beta database on a separate SQL Server instance the instructions
are basically the same but you should ask your IT department for assistance.

system administration

Transcription

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