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Release Notes coolbiz5.1

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    COOL:B IZ ANDCOOL:X TRAS WEBVIEW

    Release Notes 5.1

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    2 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    INTRODUCTION ........................................................................................................................................ 3

    TECHNICAL R EQUIREMENTS ........................................................................................................................ 4KM F ILE M IGRATION .................................................................................................................................. 5

    Copying .KM Files.................................................................................................................................. 5 Migrating .KM Files .......... ........... .......... ........... .......... ........... .......... ........... .......... ........... .......... ........... . 6 Migration Issues ........... .......... ........... .......... ........... .......... ........... .......... ........... .......... ........... .......... ....... 8

    SOFTWARE R EQUIREMENTS FOR SETUP ....................................................................................................... 9 Requirements for a Client PC Setup ........... .......... ........... .......... ........... .......... ........... .......... ........... ........ 9 Requirements for setting up a Server-Only PC..... ........... .......... ........... .......... ........... .......... ........... ........ 9 Installing from a Network Drive .......... .......... ........... .......... ........... .......... ........... .......... ........... .......... ... 10 Mapping a Network Drive for a Windows 95/98 Installation.... ........... .......... ........... .......... ........... ...... 10System DLLs ......................................................................................................................................... 10

    SETTING UP R ELEASE 5.1.......................................................................................................................... 13Setting Up COOL:Biz 5.1 ..................................................................................................................... 13Objectstore Server for Windows NT Installation Information.............................................................. 20

    VERIFICATION OF THE COOL:B IZ SETUP .................................................................................................. 27

    Completing and Verifying the Client Information ................................................................................ 27 Completing and Verifying the Server Information................................................................................ 28

    USING THE COOL:B IZ SETUP UTILITY ...................................................................................................... 29I NSTALLING AND CONFIGURING COOL:X TRAS W EBVIEW ....................................................................... 32

    An Overview of COOL:Xtras Webview....... .......... ........... .......... ........... .......... ........... .......... ........... ...... 32COOL:Xtras Webview Server Configuration Options.......................................................................... 32System Requirements for the Web Administrator PC ........................................................................... 34System Requirements for the Internet Server........................................................................................ 35

    A web server software such as Microsoft Internet Information Server, Microsoft Peer Web Service or Netscape Web Server Installing COOL:Xtras Webview Server... .......... ........... .......... ........... .......... ..... 35Using the Web Administrator ............................................................................................................... 43Configuring a COOL:Xtras Webview Client ........................................................................................ 45

    Adding the CLASSPATH Environment Variable to Your Computer ..... ........... .......... ........... .......... ..... 45Using COOL:Xtras Webview with a .KM File...................................................................................... 46

    USER ADMINISTRATION AND M ODEL EXTENSIONS ................................................................................... 47 N EW FEATURES ......................................................................................................................................... 48

    General Enhancements......................................................................................................................... 48 Model Manager .......... ........... .......... ........... .......... ........... .......... ........... .......... ........... .......... ........... ...... 48

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    COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes 3

    IntroductionThis document provides installation information for release 5.1 of COOL:Biz and COOL:XtrasWebview. These release notes provide guidelines for setting up a PC in client or server mode,along with pre-installation rules.

    This document also contains the following information:§ Migration Procedures for .KM files

    § Minimum System Requirements for running COOL:Biz 5.1 and COOL:Xtras Webview 5.1

    § New Product Features

    § Pre-install Procedure for Windows 95

    § Rules for setting up COOL:Biz 5.1 and COOL:Xtras Webview 5.1 your environment

    Before you begin installation of this product, review the following guidelines:§ Contact customer support or check the support web site

    http://www.cool2.sterling.com/support/ptfindex/cool.htm for any product updates.

    § COOL:Biz can operate in standalone mode or in a client/server mode. Up to 10 userscan access one or more files located on the server when using the recommended server configuration.

    § For information about technical restrictions, refer to the Readme entry on the Start menuafter installation.

    § If you update one member of your team to COOL:Biz 5.1 or COOL:Xtras Webview, youneed to update all members of the team to the current release. Otherwise teammembers still running 4.1 may potentially cause corruption in a 5.1 KM file.

    § In a client/server mode, clients are able to access both local and remote .KM files.

    § You cannot run two release levels of COOL products on the same machine, for exampleCOOL:Biz 5.1 and COOL:Biz 4.1.

    If you have any questions during the installation process, contact Sterling Software Customer Support at (800) 246-5151, or (972) 801-7900, or via the e-mail [email protected]. If you want to order additional products, call (972) 801-6300.

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    4 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    Technical RequirementsUse this table to verify your system setup before you install COOL:Biz 5.1 or COOL:XtrasWebview 5.1. This table lists the minimum requirements for running these tools.

    Minimum Requirements

    Standalone or Client PC Server

    Computer Industry standard DOS computer witha Pentium microprocessor andaccess to a CD-ROM drive.

    Industry standard DOS computer with a Pentium microprocessor andaccess to a CD-ROM drive

    RAM Minimum of 32 MB Minimum of 128 MB

    Display or Monitor

    SVGA monitor resolution or better (800 x 600)

    SVGA monitor resolution or better (800 x 600)

    Hard DiskSpace

    Approximately 100 MB storage for programs and additional space for data.

    Approximately 10 MB storage for programs and additional space for data.

    OperatingSystem

    MS Windows 95 with Service Pack 1and DCOM95.EXE.

    MS Windows 98.

    MS Windows NT 4.0 with ServicePack 3 or higher.

    MS Windows NT 4.0 with ServicePack 3 or higher. It is highlyrecommended that server-only PCsuse Windows NT.

    NetworkServices

    MS Network services (TCP/IP) MS Network services (TCP/IP)

    Pointing Device Mouse or compatible pointing device Mouse or compatible pointingdevice

    Printer Printers and plotters supported byWindows NT 4.0 or Windows 95/98are also supported by COOL:Biz

    CustomReports

    MS Word 97 with Service Pack 1,Service Pack 2 and any applicablehot fixes applied.

    Webview A JDK 1.1 compatible browser thatsupports Java scripts and frames

    A JDK 1.1 compatible web server that supports Java scripts.

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    COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes 5

    KM File MigrationThis section contains procedures required to migrate KM files created in prior releases of COOL:Biz. If you are a new user of the COOL products and not upgrading from a prior release,

    this section does not pertain to you.The migration process makes it possible to use .KM files created in prior releases with the currentrelease of COOL:Biz. If you are upgrading from a release of COOL prior to COOL:Biz 3., you willneed to complete the copy and export procedures listed here prior to installing COOL:Biz. If youare upgrading from COOL:Biz 3.2, you only need to complete the copying section prior toinstallation, however you can also do the export at this time if you wish. The installed COOL:Biz5.1 will have a facility to export 3.2 and above level files for migration purposes.

    The 5.1 Release of COOL:Biz will read 5.0 KM files but a migration is required if multiple userswill use the KM file at one point. To do so, export the KM to BML and then re-import into a newKM file using the Model Manager Data Transfer menu (see Migrating .KM Files section below).

    The recommended method for archiving files is to export BML files from .KM files. This export

    process creates .BML and .BMG files. Both files are necessary to restore the .KM file. The .BMGfile contains the graphics and other objects that are embedded in diagrams.

    Before you begin these procedures, review the following rules that apply to the migration process:§ Make a backup copy of the KM file using Model Manager before you begin the migration

    process

    § Do not use the recruitment feature for migration purposes, use the full KM file

    § Make sure that you create a different name for the new KM file or you will overwrite theexisting KM file.

    Copying .KM Files

    When copying .KM files, you need to use the Copy option on the File menu in COOL:Biz. Thisassures a complete and correct copy of the database contents. Other backup methods maycreate undetectable corruption that cannot be repaired in your .KM files. Use this procedure tomake a copy of a .KM file before you begin the migration procedure.

    Rules

    Do not use DOS or Windows Explorer to make copies of KM files.

    Always use the Copy option on the File menu in COOL:Biz.

    1. Access Model Manager by doing one of the following:

    From the Windows Start, point to Programs and then to COOL:Biz. Click, Model Manager .ORIf you are running COOL:Biz, on the Tools menu, click Model Manager .

    2. Open the .KM file that you want to copy by doing one of the following:On the File menu, click Open . The Open .KM File dialog box appears.Type or select the name of the file in the File name box.Click Open .ORIn tree-control, select the file and then double-click.

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    6 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    3. On the File menu, click Copy . The Copy .KM File dialog box appears.

    4. In the Save-in and File name box, select or type the drive, folder, and file name of thebackup file.

    5. Click Save .

    After you complete this procedure for each .KM file that you want to use in the currentrelease, then complete the Migrating .KM Files procedure.

    Migrating .KM Files

    KM Files created with COOL:Biz 3.2 and COOL:Biz 4.x are not compatible with .KM files in thecurrent release. If you try to open a file created with a previous release, a message appearsstating that you need to migrate the file. Although you can import subordinate KM files that werecreated in COOL:Biz 4.1, you should reconcile them into a 4.1 master KM and then migrate themaster KM file.

    If you are upgrading from KEY:Model 2.1, KEY:Model 2.5, or COOL:Biz 3.0, you need to exportall of your .KM files to BML, in the current release, before you begin the install of COOL:Biz 5.1.

    After installation, you can import the .BML and .BMG files into a new .KM file. Use the followingtable to determine how you will export and import KM files from previous releases.

    Rules

    § Before you export a KM file to BML format, you need to close it in all applications, such asWebview.

    § When importing KM files created in a release prior to version 3.2, you will use the Importversion 3.2 BML file command on the COOL:Biz 5.1 Start menu.

    § You can now migrate subordinate KM files created in release 4.1, however you will lose the journal information.

    The KM file wascreated in…

    Export the KM file in… Import the BML file in COOL:Biz 5.1and use the…

    COOL:Biz 5.0 COOL:Biz 5.1, Use theExport to BML…command on the DataTransfer menu in ModelManager

    Import from BML command on the DataTransfer menu in Model Manager

    COOL:Biz 4.1 COOL:Biz 5.1, use theExport version 4.xcommand on theCOOL:Biz Start menu

    Import from BML command on the DataTransfer menu in Model Manager

    COOL:Biz 4.0 COOL:Biz 5.1, use theExport version 4.x KM fileto BML on the COOL:Bizstart menu

    Import from BML command on the DataTransfer menu in Model Manager.

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    COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes 7

    COOL:Biz 3.2 COOL:Biz 5.1, use theExport version 3.2 KM toBML command on theCOOL:Biz Start menu

    Import Version 3.2 BML file command onthe COOL:Biz Start menu

    A COOL:Biz release

    prior to 3.2

    The release in which you

    created the file

    Import Version 3.2 BML file option on the

    COOL:Biz 5.1 start menuKey Model 2.5 or earlier

    Contact Customer Support.

    Customers Using COOL:Biz and COOL:Spex together

    With the releases of COOL:Biz 5.1 and COOL:Spex 3.0, model objects created by these tools willno longer reside in the same file. COOL:Biz will continue to store its files in the KM file,COOL:Spex models will be stored in a file as described in the COOL:Spex documentation.Therefore, customers who have used these tools together (either COOL:Biz 4.0 and COOL:Spex2.0 or COOL:Biz 3.2 and COOL:Spex 1.0) will need to make separate copies of these files toupgrade to the new versions of each tool. The model migration feature for COOL:Biz 5.1 will notimport COOL:Spex objects such as Type Collaborations, Component Specifications or Specification Packages. Common objects such as Types, Classes, Packages, Use Cases, andInformation Types will be migrated. Please reference the COOL:Spex 3.0 documentation for additional information about migrating COOL:Spex 1.0 and 2.0 objects to the new version.

    Exporting .KM Files from Previous Releases

    Do not try to open and migrate a .KM file using drive A on your machine. The migration processrequires approximately 1 MB for a temporary file. Use this procedure only for files created inrelease 3.2 or later.

    1. On the COOL:Biz Start menu do one of the following:If the file is version 3.2 or earlier, click Export Version 3.2 KM File to BML

    If the KM file is version 4.0 or 4.1, click Export Version 4.x KM file to BML.The COOL Product Suite BML Generator window appears.

    2. On the File menu, click Open . The Open Model File dialog box appears.

    3. Type or select the path and file name of the .KM file you want to migrate.

    4. Click Open .

    5. On the Data Transfer menu, click Export to BML. The Select Export File dialog boxappears.

    6. Type or select the name of the export file in the file name box. This file is now ready for use and can be imported.

    After you complete this procedure for each KM file that you want to use in release 5.1, you areready to perform the Importing a BML procedure.

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    8 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    Migration Issues

    You may encounter some of the following migration parse errors on BML files generated fromreleases prior to COOL:Biz.

    Name Strings Greater than 256 Characters. If you encounter a parse error on a line that has avery long name, open the BML in a text editor, go to the line indicated, and truncate the name to

    256 characters or break it up by inserting two double quotes (“”) after each 256 character interval.Text Annotations . Remove text=; if you encounter a parse error on a line containing it.

    Null Polyline . Remove polyline=[ ]; if you encounter a parse error on a line containing it.

    Backslash. If you encounter a parse error on a line containing a string that ends in a backslash(\), either add a second backslash if you want the name to end in a backslash, or remove thebackslash.

    When you migrate a KM file created in whole or in part using COOL:Spex 1.0 or 2.0 to COOL:Biz5.1, the following diagrammers and objects will not migrate:

    § Diagrams - State Transition, Sequence, and Component, Component Architecture, TypeCollaboration, Type Interaction, Type Relationship,

    § Objects - State Machine, Collaboration, States, Transitions, and Messages

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    COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes 9

    Software Requirements for SetupThis section contains a list of requirements that your machine needs to meet before you cansetup the current release of COOL:Biz. These rules include guidelines for the installation of

    service packs, performing an upgrade, use of ObjectStore, installing from a network, andinstallation on the Windows 95 and Windows NT operating system.

    Requirements for a Client PC Setup

    Review the following pre-installation rules before you proceed with the setup of release 5.1 for aclient or stand alone PC. It is very important that your machine meet all of the followingrequirements before you setup the current release.

    § For upgrades - Make a note of the installation path of the current product. You needto install the new release in the same path. The default location for the product isC:\COOL. The only exception is COOL:Xtras Webview. Refer to the COOL:XtrasWebview section on page 32 for more information.

    § Custom Reports - Before you install and use this reporting capability you need toinstall the following files, which you can download from Microsoft’s Web site.

    § For a Windows 95/98 operating system, install Microsoft Office ’97 Service Pack 1 andDCOM95.EXE

    § For an NT 4.0 operating system, install the NT Service Pack 3

    § Object Store - Only one version of ObjectStore should be installed on a PC withCOOL:Biz. ObjectStore 5.1 or later is needed to run the current release. If you needto run an older version of ObjectStore (i.e. 5.0) with an application other thanCOOL:Biz on the same PC, contact an ODI representative.

    § Windows 95/98 PC - Before you install COOL from the network, you need to map adrive on the desktop to the installation source. Use the procedure Mapping aNetwork Drive for a Windows 95/98 Installation on page 10.

    § Advisor - If you plan to use Advisor you need to install Internet Explorer 3.2 or later

    § Windows NT - You need administrator privileges to install the COOL:Biz or COOL:Xtras Webview on an NT client PC. If do not have administrative privileges,see your system administrator about setting your privileges to the proper level.

    Requirements for setting up a Server-Only PC

    If you purchased an Objectstore Server for Windows NT license, you can install a server-only PCthat does not contain the COOL:Biz application. Refer to the steps below for the ObjectstoreServer for Windows NT Installation. If you purchased server licenses for platforms other thanWindows NT (i.e. OS/2, SUN SOLARIS, HP-UX), refer to the accompanying ObjectStoreinstallation information.

    A CD-ROM is provided for the installation of COOL:Biz and COOL:Xtras Webview. If you want toinstall from a network, refer to the Installing from a Network Drive procedure on page 10.

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    10 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    Review the following pre-installation rules before you proceed with the setup for a server only PC.These rules include guidelines for the installation of service packs, performing an upgrade, use of ObjectStore, installing from a network, and installation on the Windows NT operating system.Your machine needs to meet the following requirements before you perform the procedure for setting up the current release.

    § Administrative Privileges - You need administrator privileges to install COOL:Biz or COOL:Xtras Webview on an NT client PC.

    § Object Store - Only one version of ObjectStore should be installed on a PC withCOOL:Biz. ObjectStore 5.1 is needed to run COOL:Biz 5.1 or COOL:Xtras Webview5.1. If you need to run an older version of ObjectStore (i.e. 5.0) with an applicationother than COOL products on the same PC, contact an ODI representative.

    Installing from a Network Drive

    To install COOL:Biz from a network drive, copy the entire contents of the CD-ROM to the root of anetwork drive.

    Note: You cannot copy the CD-ROM to diskettes and then install from the diskettes. Some of the files are too large to fit on a diskette.

    Mapping a Network Drive for a Windows 95/98 Installation

    Rule: If you are installing from a CD on another PC, network server, or from an image of the CDon the network (described above); do not use the Network Neighborhood option in WindowsExplorer to access the installation source. The install will not work. Instead, complete thefollowing steps.

    1. Go to Explorer.

    2. On the Tools menu, click Network Drive .

    3. In the drive box, type or select the drive of the installation source.4. In the path box, type or select the path of the installation source.

    5. Click OK .

    You are now ready to install from a network drive on your Windows 95/98 PC.

    System DLLs

    The install includes several system files that are required. When installing, the following rules areused to determine when a system DLL should be installed:

    Note: All questions previously asked by the installation program about whether to install a fileare removed.

    § If the file we are trying to install is the same as the file currently on the system, the file willnot be installed.

    § If the file we are trying to install has an earlier date than the file currently on the system,the file will not be installed.

    § If the file we are trying to install has a later date than the file currently on the system, thefile will be installed.

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    COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes 11

    § For NT users, these files reside in the C:\WINNT\SYSTEM32 directory.§ For Windows 95/98 users, these files reside in the C:\WINDOWS\SYSTEM directory.

    Use this table to review the name, version, and if the file is added to the system registry. A yes,in the register column indicates that a file is added to the system registry and no, indicates that afile is not added to the system registry.

    `

    System Files Version Register

    asycfilt.dll 2.20.4118 No

    atl.dll 2.00.7024 Yes *OS Specific

    comcat.dll 4.71 Yes

    comctl32.ocx 5.01.4319 Yes

    comdlg32.ocx 5.01.4319 Yes

    ctl3d32.dll 2.31.000 * OS Specific

    dao350.dll 3.50.3602.0 Yes **dbnmpntw.dll 1996.12.17 No

    ds16gt.dll 03.00.2301 No

    ds32gt.dll 03.00.2301 No

    mfc42.dll 6.00.8267.0 Yes

    mscpxl32.dll 2.65.0201 No

    msjet35.dll 3.50.3602.4 Yes

    msjint35.dll 3.50.3602.5 No

    msjter35.dll 3.50.3602.0 No

    msrd2x35.dll 3.50.3602.0 Yes

    msrepl35.dll 3.50.3602.0 No

    msvbvm50.dll 05.00.4319 Yes

    msvcirt.dll 5.00.7022 No

    msvcrt.dll 5.00.7128 No

    msvcrt40.dll 4.10.6038 No

    odbc16gt.dll 03.00.2301 No

    odbc32.dll 03.00.2301 No

    odbc32gt.dll 03.00.2301 No

    odbcad32.exe 03.00.2301 No

    odbccp32.cpl 03.00.2301 No

    odbccp32.dll 03.00.2301 No

    odbccr32.dll 03.00.2301 No

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    12 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    System Files Version Register

    odbcint.dll 03.00.2301 No

    odbcji32.dll 3.50.3602.00 No

    odbcjt32.dll 3.50.3602.00 No

    odbctl32.dll 3.50.3602.00 No

    odbctrac.dll 03.00.2301 No

    ole32.dll 2.1 Yes

    oleaut32.dll 2.20.4118 Yes

    olepro32.dll 5.0.4118 Yes

    repodbc.dll 05.00.3401 Yes

    reprc.dll 05.00.3401 No

    reputil.dll 05.00.3330 No

    sqlsrv32.dll 2.65.0240 Nostdole2.tlb 2.20.4118 No

    vb5db.dll 5.00.3724 No

    vbajet32.dll 5.0.7122 No

    vbar332.dll 3.0.6908 No

    ** dao350.dll resides in C:\ProgramFiles\CommonFiles\MicrosoftShared\DAO

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    COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes 13

    Setting Up Release 5.1This section provides procedures for setting up release 5.1 of COOL:Biz on a stand-alone andclient PCs.

    If you are setting up the Objectstore Server for Windows NT for use in multi-user environments,then follow the procedures in the Objectstore Server for Windows NT Installation Information onpage 20.

    If you purchased COOL:Xtras Webview, then refer to the section Installing and ConfiguringCOOL:Xtras Webview on page 32.

    Setting Up COOL:Biz 5.1

    This procedure provides instructions for the installation of COOL:Biz 5.1 on a standalone or clientPC. It takes from 20 - 35 minutes to complete this set of instructions, depending on your installation options and the speed of your machine. Before you begin, make sure that your machine meets the minimum system requirements, as stated in the Technical Requirementssection on page 4.

    1. If you have MS WORD 97 customized reports, make a backup of these reports. Otherwise,the install program may overwrite your customized reports.

    2. Close any applications that may be running and save all data. You must shutdown allCOOL:Biz applications.

    3. Insert the COOL:Biz disc into the CD-ROM drive. The installation utility automaticallystarts. If it does not, select Run from the start menu, and execute the SETUP.EXE programfound in the \COOL directory on the root of the CD.ORTo install from a network file server or a shared directory, Click Start and then click Run.Type or select the path of the SETUP.EXE program.

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    14 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    3. When the Welcome dialog box appears, click Next . The User Information dialog boxappears.

    4. Type your name, company name, and product serial number (found in your licensenotification letter) and click Next . The Registration Confirmation dialog box appears.

    Note: Windows NT only You need administrator privileges to install COOL:Biz on a NT client

    PC. If do not have administrative privileges, see your system administrator about setting your privileges to the proper level. Then, you can restart setup.

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    COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes 15

    5. Click Yes if the information in the Registration Confirmation dialog box is correct. TheChoose Destination Location dialog box appears.ORIf the information is incorrect, click No and begin again with Step 3.

    6. To accept the default installation folder, click Next .ORTo install the COOL:Biz in a different directory, select Browse to access the ChooseDirectory dialog box and specify a different path.

    Note: All COOL:Biz components need to reside in the same directory and path since they sharesome files and utilities (except for portions of COOL:Xtras Webview). If you install theproducts at different times, you need to install all of them in the same location.

    7. Click Next . The Installation Options dialog box appears.

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    16 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    8. Click Typical Product Installation if you want to setup some or all of the COOL and do nothave the previous release installed.ORClick Upgrade if you want to upgrade from a previous release. (This option only appears if you have previously installed COOL:Biz.)

    Notes:§ Any program icons you may have added to the COOL:Biz group in the previous release

    are not removed. Only the COOL icons are replaced or deleted.§ KM files will not be overwritten. If you select to install in a directory where the previous

    installation was placed, KM files that we provide for the tutorials will be replaced withnewer versions.

    § To install a server only PC, refer to the Objectstore Server for Windows NT InstallationInformation on page 20.

    9. Click Next . The Select Components dialog box appears. Only the items you havepurchased appear in the list.

    10. Deselect any COOL products or sub-components that you do not want to install at this time.To view the sub-components for a product, click the product name check box.

    Rule: To successfully install the application you will need an extra 10-MB of space on your hard drive.This space requirement is in addition to the Space Required total.

    Note: The space required field shows the amount of space needed to install all of the selectedcomponents. This field is updated each time you select or deselect a component or sub-component.

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    COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes 17

    `

    11. Click Next . The Enter Path for ObjectStore Installation dialog box appears.

    12. Accept the Destination Folder. This is the recommended option.ORTo install ObjectStore in a different directory, Select Browse to access the ChooseDirectory dialog box and locate a directory path.

    13. Click Next . The Select Program Folder dialog box appears.

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    18 COOL:Biz 5.1 and COOL:Xtras Webview 5.1 Release Notes

    14. Accept the default program name in the Program Folders entry field,ORtype a new program folder name in the Program Folders entry fieldORselect a folder from the Existing Folders list box.

    15. Click Next. The Start Copying Files dialog box appears.

    16. To accept the current settings and start the installation process, Click Next . A progress indicator displays the percentage of the installation that is complete.ORTo change any of the current settings, click Back until you get to the appropriate dialog boxand then change the information.

    17. If this is the first install of COOL:Biz on your machine, then an information dialog boxappears. It states that changes have been made to your environment.Click, OK .

    18. When the COOL:Biz setup is complete, the ObjectStore setup program begins. If theObjectStore services are currently running, click Yes when asked if you want to shut themdown. ObjectStore cannot be installed if these services are running. The Server Initialization dialog box appears.

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    19. To accept the default Server Log File Name, Click OK .For Windows NT it is C:\OSSVXNT.LOG. For Windows ’95, it is C:\OSSVXW95.LOG.ORTo stop the setup procedure, click Cancel .

    20. If this is not an initial setup of COOL:Biz, after you Click OK , the following Confirm dialogbox appears.

    21. To re-initialize the log, Click Yes . This is the recommended action.ORTo stop the initialize log process, click No .

    When the server log is re-initialized, an information box appears.

    22. Click, OK . The Confirm dialog box appears.

    23. To start the ObjectStore server and Cache Manager, Click Yes . This is the recommended

    action.ORTo start the services when you reboot the PC, Click No .Note: COOL registers these files with the system. A progress indicator displays the percentagecomplete of the register process.

    24. On the File menu, click Close . When all files are registered the Setup Complete dialog boxappears.

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    25. To view the COOL:Biz README file at this time, Click Finish. The README file appears.It is recommended that you print this file.ORTo view the README file later, Clear the View README file box.

    26. Click Finish.

    27. Review the Verification of the COOL:Biz Setup on page 27 and Using the COOL:Biz SetupUtility on page 29.

    The setup is complete. If you restarted the ObjectStore server and Cache Manager services you can now use COOL:Biz.

    Objectstore Server for Windows NT Installation InformationIf you purchased an Objectstore Server for Windows NT license, you can install a server-only PCthat does not contain COOL:Biz. Refer to the steps below for installing a server-only PC. (If youpurchased server licenses for platforms other than Windows NT (i.e. OS/2, SUN SOLARIS, HP-UX), refer to the accompanying ObjectStore installation information.)§ A CD-ROM is provided for the installation of COOL:Biz. If you want to install from a network,

    refer to the Installing from a Network Drive section on page 10.

    Installing a Server-Only PC

    1. Close any other applications that may be running and save all data. You must shutdownCOOL:Biz.

    Note: Only one version of ObjectStore should be installed on a PC with COOL:Biz. ObjectStore5.1 with Service Pack 3 or greater is needed to run COOL:Biz 5.1 and COOL:Xtras Webview 5.1.

    2. Insert the CD-ROM labeled “COOL:Biz” into the CD-ROM drive. The installation utilityautomatically starts when you insert the CD-ROM. If it does not, select Run from the startmenu, and execute the SETUP.EXE program found in the \COOL directory on the root of the disc.

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    If you are installing COOL:Biz from a network file server or a shared directory, select Runfrom the Start menu and type the full pathname of the SETUP.EXE program. (Or, double-click on SETUP.EXE in the Windows Explorer.)

    3. When the Welcome dialog box appears, click Next . The User Information dialog boxappears.

    4. Type your name, company name, and installation serial number (found in your licensenotification letter) and click Next . The Registration Confirmation dialog box appears.

    Note: (Windows NT only) If you do not have administrator privileges for the machine you areinstalling on, the following message displays, “Current user does NOT have administrator privileges. You must have Administrator privileges to install some parts of COOL:Biz. Please

    ReStart the Installation with Administrator privileges.” Click OK to cancel the process and exitthe installation program. See your system administrator to set your privileges to the proper level. You can then restart the installation.

    5. Click Yes if the information in this dialog box is correct. The User Destination Path dialogbox appears. (If the information is incorrect, click No and begin again with step 5.)

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    6. If you want to install the COOL:Biz portion of the server files in a directory other than thedefault C:\COOL, click Browse to access the Choose Directory dialog box and locate adirectory path. You will set the ObjectStore installation directory in a later.

    Note: When installing a server-only PC, the installation directory (i.e. COOL) will contain theREADME.TXT file and a SCHEMA directory containing the *.ADB files.

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    7. Click Next . The Installation Options dialog box appears.

    8. Click Typical Product Installation if you are installing on a new PC. If you are upgradingfrom a previous release, it is recommended that you uninstall the previous release and thenuse this option to perform a complete installation.

    9. Click Next . The Select Components dialog box appears. Only the items you purchasedappear in the list.

    10. Select the check box for the COOL:Biz components that you want to install.

    Rule: To successfully install the application you will need an extra 10-MB of space on your hard drive.This space requirement is in addition to the Space Required total.

    Note: The space required field shows the amount of space needed to install all of the selectedcomponents. This field is updated each time you select or deselect a component or sub-component.

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    11. Click Next . The Select Program Folder dialog box appears. Accept the default program name in the Program Folders entry field,ORtype a new program folder name in the Program Folders entry field,ORselect a folder from the Existing Folders list box.

    12. Click Next . The Enter Path for ObjectStore Installation dialog box appears.

    13. If you want to install ObjectStore in a directory other than the default, click Browse toaccess the Choose Directory dialog box and locate a directory path. It is recommendedthat you use the default directory.

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    14. Click Next. The Start Copying Files dialog box appears.

    15. If you want to change the target directory or program folder, click Back until you get to theappropriate dialog box and then change the information. Otherwise, click Next to acceptthe target directory and program folder, and start the installation process. The status of theinstallation displays during the process.

    16. Once the COOL:Biz tools are installed, the ObjectStore setup program starts. If theObjectStore services are currently running, select Yes when asked if you want to shut themdown. ObjectStore cannot be installed if these services are running.

    17. An information message indicates that changes will be made to your environment. ClickOK to continue.

    18. Click OK to accept the default Server Log File Name when the following dialog boxappears.

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    19. Once the files are copied, an information message displays, click OK .The following dialog appears.

    20. If you want to use the new COOL:Biz applications right away, click Yes . Otherwise, youwill have to re-boot to start the ObjectStore services needed to run the applications.

    21. To view the COOL:Biz README file at this time, Click Finish. The README file appears.It is recommended that you print this file.ORTo view the README file later, Clear the View README file box.

    23. Click Finish.

    24. Use the COOL:Biz Setup on each client PC to point from the client to the remote server PC as described in the Using the COOL:Biz Setup Utility section on page 29.

    25. Review the section Completing and Verifying the Server Information on page 28.

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    Verification of the COOL:Biz SetupUse this section to verify changes made to services, environment variables, and the autoexec.batfile for client and server-only PCs. For a Windows NT operating system you will verify changes

    made to services for ObjectStore and system environment variables. For a Window 95 operatingsystem you will verify changes made to the autoexec.bat file and environment variables.

    Completing and Verifying the Client Information

    After you complete the setup procedures and reboot the standalone PC, check the followingitems to verify that the installation was successful.

    Note: Refer to the README.TXT file for information on connectivity problems.

    When running on Windows NT:

    1. Click Start, Point to Settings, and Click Control Panel.

    2. In Control Panel, double-click on the Services icon.

    3. Check to see that the ObjectStore Cache Manager R4.0 and ObjectStore Server R4.0 arelisted as Started and Automatic. If they are not, try shutting down and rebooting your PC.If they are, close Services.

    4. In Control Panel, double-click the System icon. Select the Environment tab. Check to seeif the following entries appear in the System Variables list box:§ OS_TMPDIR=C:\TEMP§ OS_ROOTDIR=C:\ODI\OSTORE§ Path = C:\ODI\OSTORE\BIN

    ORMake sure that the directory or the BIN directory under where you installed ObjectStoreis in the PATH statement.

    5. Verify that the directory pointed to by OS_TMPDIR exists and has Read and Writeprivileges (if on a network drive).

    If these items all check out correctly, your system is ready for use. Remember that allclients accessing the same server should be configured the same as far as networkprotocol (TCP/IP) and location of the remote schema is concerned.

    When running on Windows 95:

    1. Open an MS-DOS window and issue the SET command. This will display the environmentvariables. Ensure that OS_ROOTDIR=C:\ODI\OSTORE (or wherever you installed

    ObjectStore) appears in the DOS window.2. If the OS_ROOTDIR variable is not correct, ObjectStore may not have installed correctly.

    3. Verify that CALL C:\OS_AUTO.BAT has been placed in your autoexec.bat file.

    4. Make sure that the C:\ODI\OSTORE\BIN directory (or the BIN directory under where youinstalled ObjectStore) is listed in the PATH statement.

    5. Verify that the directory pointed to by OS_TMPDIR exists and has Read and Writeprivileges (if on a network drive).

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    6. If these items all check out correctly, your system is ready for use. Remember that allclients accessing the same server should be configured the same as far as networkprotocol (TCP/IP) and location of the remote schema is concerned.

    Completing and Verifying the Server Information

    After you complete the setup procedures and reboot the server only PC, check the followingitems to verify that the installation was successful.

    Note: Refer to the README.TXT file for information on connectivity problems.

    When running on Windows NT:

    1. Click Start, Point to Settings, and Click Control Panel.

    2. In Control Panel, double-click on the Services icon.

    3. Check to see that the ObjectStore Cache Manager R4.0 and ObjectStore Server R4.0 arelisted as Started and Automatic. If they are not, try shutting down and rebooting your PC.If they are, close Services.

    4. In Control Panel, double-click the System icon. Check to see if the following entriesappear in the System Variables list box:§ OS_ROOTDIR=C:\ODI\OSTORE (or wherever you installed ObjectStore)§ OS_TMPDIR=C:\TEMP

    5. If the OS_ROOTDIR variable is not correct, ObjectStore may not have installed correctly.

    6. Make sure that the C:\ODI\OSTORE\BIN directory (or the BIN directory under where youinstalled ObjectStore) is listed in the PATH statement.

    7. Verify that the directory pointed to by OS_TMPDIR exists and has Read and Writeprivileges (if on a network drive).

    8. Verify that there is a directory under the COOL directory called SCHEMA that holds three

    files: PHOENIX.ADB, PHOENIX.A41 and PHOENIX.AXX. If this directory or these filesare not present, they can be copied from a client machine with the current release installed.

    9. If these items all check out correctly, your system is ready for use. Remember that allclients accessing the same server should be configured the same as far as networkprotocol (TCP/IP) and location of the remote schema is concerned.

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    Using the COOL:Biz Setup UtilityThe COOL:Biz Setup Utility allows you to specify various environmental settings that affect toolusage. You indicate whether you want to access files using a remote schema or local schema

    from a standalone PC. A network option is available for accessing remote files while usingCOOL:Biz. Other settings allow you to enable Advisor, the online methodology accompanyingCOOL:Biz, and MS Repository support.

    If you want to access a file through a remote server PC, it is not necessary to use the remoteschema. You can leave the Local Schema radio button selected and COOL:Biz will use theschema on your standalone machine as long as ObjectStore is running on the remote server.You may only want to select the Remote Schema radio button for accessing remote files in order to aid with memory management on your local machine. The Setup Utility is not provided whenyou install a server-only PC.

    The first time you run the Setup Utility after installing COOL:Biz, a message may appear thatstates the drivers have been updated and the information should be saved. You may choose toignore this message, or select Save in the Setup Utility. The message appears because theorder of the drivers in the COOL.INI file have been changed. If you choose not to save, the useof the drivers is not affected.

    Use the following procedure to access the COOL:Biz Setup dialog box, review the defaultsettings, and customize the COOL settings for use in your business environment.

    Rules

    § If you want to access the schema directory on a server PC you need to copy the\COOL\SCHEMA\phoenix.adb file from the client PC to the \COOL\SCHEMA\ directory on theserver PC.

    1. On the COOL:Biz menu, point to COOL:Biz and click COOL:Biz Setup . The COOL:BizSetup dialog box appears.

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    2. To run Custom reports or HTML reports, ensure that the Enable Report Writer check boxis selected. This reporting capability is accessible from any tool using the Reports optionfrom the File menu.

    3. If you are installing a standalone PC, click Details . The Report Writer Details dialog boxappears.

    4. Use this dialog box to review and change the location of the Office 97 based report writer executable. Use the Command Line box to specify the path of the custom.exe file used toproduce Custom reports. The default is c:\cool\exe\custom.exe.

    5. The Auto Start Report Writer check box is selected when the COOL.INI file is created.When this option is selected, it enables the custom.exe command, which allows you toproduce Custom reports. If it is not selected, the custom.exe command is not enabledwhen you select Reports from the File menu. The tool does not prompt you to start thereport writer. You need to access the Report Writer Details dialog box and select thischeck box.

    6. Click OK . The COOL:Biz Setup dialog box appears.

    7. About the Enable Advisor checkbox:§ Advisor is available from the Help menu in any of the diagram tools. It is not

    available from Model Manager.

    § If you installed COOL:Biz, and do not have Internet Explorer 3.02 or later on your

    machine, you need to install Internet Explorer 3.02 or later. Then access the ReportWriter Details dialog box and select the Enable Advisor check box.

    § If you installed Internet Explorer before you setup COOL:Biz, this checkbox isselected by default.

    Note: To verify your version of Internet Explorer, double-click the Internet Explorer icon. On theHelp menu, click About Internet Explorer.

    8. Select the Local Schema option if you want to do the following:§ Access files on a standalone PC.§ Access shared files on a remote server. COOL:Biz will use the schema on your local

    machine if the ObjectStore server is running on the local machine.

    § To aid with memory management and performance on your local machine whenaccessing shared files on a remote server.

    Note: When you select this option, The Enable Access to Remote Database check box isautomatically selected.

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    9. If you are working from a client PC and you need to access the schema directory on aserver PC, select the Remote Schema option. Before you select this option, in Explorer,you need to map a directory to the server by using the Tools menu and clicking MapNetwork Drive.

    Type or select the path of the remote schema directory in the text box.

    For example, If you mapped the F drive to the location of the cool directory on the server you would complete this text box with F:\COOL\SCHEMA.

    10. In the Data Source Support group box, select the data sources you expect to work with.

    11. Click Save and Exit .

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    Installing and Configuring COOL:Xtras Webview

    An Overview of COOL:Xtras Webview

    COOL:Xtras Webview is a model browsing tool. It is unique in that it allows users to browse boththe graphical diagrams and object details of a model directly from the KM file across an intranetusing a standard Web browser. There is no need to repetitively generate HTML and graphic filesand post these to a web site. The Webview administrator publishes a model simply by pointing toit using the Web Administrator tool. Additionally, the Webview administrator can assign to a givenmodel an e-mail address when the model is published. This allows reviewers browsing the modelto send feedback to the owner of the model, or their designee.

    There are two basic elements to COOL:Xtras Webview – the browser client and the Webviewserver. Setup for each of these is covered in a separate section below. The client is primarily astandard web browser pointing to the Webview site in the Internet/Intranet. There is oneadditional file loaded onto the client to support a new Java technology not included in standardbrowsers.

    There are different configurations possible for the Webview server. We cover the most commonones below. Don’t worry about choosing the optimal one at first – if you first choice doesn’t workout, you can change it later, and this change is transparent to the browser client.

    COOL:Xtras Webview Server Configuration Options

    There are three components to the Webview Server:§ The Webview Internet Server – This is a series of HTML pages, Java applets and image files,

    along with the Webview gateway program KEYCHAIN.EXE. These are installed on theInternet or Intranet server.

    § The Web Administrator program – This is the tool used to “publish” the model files. Thesefiles can be installed on the Internet/Intranet server, or on a separate machine. TheKEYCHAIN.EXE communicates with the Web Administrator program to determine whichmodel files can be accessed.

    § The ObjectStore database server. Like COOL:Biz, Webview uses ObjectStore to manageaccess to the model information. This can be on the Internet/Intranet server, on the samemachine as the Web Administrator, or on a separate machine of its own.

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    The following illustrations show the most common configurations:

    An InternetEnabled WS

    Web Browse r

    Corporate Interne tSer ver

    Webvie wInternet Serve r

    (gateway)

    Windows NT

    KM File

    ObjectStore

    Server

    W ebAdministr ator

    Client

    Any Platfor m

    KM File

    Configuration #1: Everything loaded on the Internet server – While this is the easiest toinstall and configure, if Webview access becomes heavy, performance of the Internet server canbecome degraded due to the processing required by the ObjectStore Server. Additionally, the

    person administering Webview would need physical access to the Internet Server to publish or retract models for browsing. For this configuration, you need to install both components of Webview and ObjectStore on the Internet Server.

    An InternetEnabled WS

    Web Browser

    Windows NT

    CorporateInternetServer

    WebviewInternet Server

    (gateway)

    WindowsNT or OS/2

    KM File

    ObjectStore

    Server - Token Ring or Ethernet LAN

    WebAdministrator

    Client

    Any Platform

    Webview Server

    KM File

    Configuration #2: Dedicated Webview Server – This is the optimal configuration for mostinstallations. A separate Windows NT PC acts as the Webview Server, minimizing performanceimpact on the Internet Server. The Webview administrator can publish or remove models from theWebview Server without needing to access the Internet Server. For this configuration, select toinstall only the Internet Server component of Webview on the Corporate Internet Server. Installthe Web Administrator component of Webview and ObjectStore on the Webview Server.

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    An InternetEnabled WS

    Web Browser

    Windows NTInternet Server

    CorporateInternetServer

    AnyPlatform

    KM File

    KM File

    ObjectStore

    Server - Token Ring or Ethernet LAN

    Web Administrator

    Client

    Webview InternetServer (gateway)

    Any Platform

    Webview Server

    Configuration #3: Non-NT or OS/2 Internet Server – The KEYCHAIN.EXE gateway programand the other components of the Webview Internet Server must run on either a Windows NT or

    OS/2 computer. If the corporate Internet server is a platform other than NT or OS/2 (e.g., Unix),the above configuration can be used. However, the Windows NT PC used for Webview in thisconfiguration must be Internet enabled (i.e., have an Internet Server program running). For thisinstallation, install all three components on the Webview Server.

    An InternetEnabled WS

    Web Browser

    Windows NT

    CorporateInternetServer

    KM File

    KM File

    Local files

    Server - Token Ring or Ethernet LAN

    Webview

    Client

    Webview(gateway)

    KM File

    KM File

    Local files

    COOL Server

    OS/2, Unix, NT

    WindowsNT or OS/2

    Any Platform

    Webview Server Development

    Server

    Configuration #4: Webview Access to a Development Server – This configuration supportsthe access of KM files from a shared development server. While browsing models being activelydeveloped is not generally recommended (both for performance and control purposes), there aretimes when publishing a “work in progress” is useful. This configuration can also supportWebview access to non-Objectstore Servers for Windows NT (such as OS/2 or UNIX). In this

    configuration, installation is the same as in Configuration #2. The Web Administration programselects a KM file from the remote server when publishing. Note, that in this configuration, theWebview Server machine labeled here can also be a COOL client machine running COOL:Biz.

    System Requirements for the Web Administrator PC§ The Web Administrator can be run on a machine with only the stand-alone version of the

    ObjectStore Server for Windows NT installed and/or COOL:Biz.

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    § You must be running Windows NT 4.0 or later. The Web Administrator will not run onWindows 95.

    § As with all servers running ObjectStore, the Web Administrator PC needs a minimum of 128MB of memory

    System Requirements for the Internet Server § Your internet server machine must be running Windows NT 4.0 or greater.

    A web server software such as Microsoft Internet Information Server,Microsoft Peer Web Service or Netscape Web Server Installing COOL:XtrasWebview Server

    This procedure provides instructions for the installation of the COOL:Xtras Webview 5.1. Beforeyou begin, make sure that your machine meets the minimum system requirements and performthe pre-installation procedures.

    1. Close any applications that may be running and save all data. You must shutdown theCOOL:Biz application.

    2. Insert the COOL:Biz disc into the CD-ROM drive. The installation utility automaticallystarts. If it does not, select Run from the start menu, and execute the SETUP.EXE programfound in the \COOL directory on the root of the CD.ORTo install from a network file server or a shared directory, Click Start and then click Run.Type or select the path of the SETUP.EXE program.

    3. When the Welcome dialog box appears, click Next . The User Information dialog boxappears.

    4. Type your name, company name, and product serial number (found in your licensenotification letter) and click Next . The Registration Confirmation dialog box appears.

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    Note: Windows NT only You need administrator privileges to install COOL:Biz on a NT clientPC. If do not have administrative privileges, see your system administrator about setting your privileges to the proper level. Then, you can restart setup.

    5. Click Yes if the information in the Registration Confirmation dialog box is correct. TheChoose Destination Location dialog box appears.ORIf the information is incorrect, click No and begin again with step 3.

    6. To accept the default installation folder, click Next .ORTo install the COOL products in a different directory, select Browse to access the ChooseDirectory dialog box and specify a different path.

    Note: This folder is the destination for the Web Administrator program and files. If you areinstalling only the Webview Internet Server, this directory will contain a README file withadditional product information.

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    7. Click Next . The Installation Options dialog box appears.

    8. Click Typical Product Installation if you want to setup some or all of COOL:Biz and do nothave the previous release installed.ORClick Upgrade if you want to upgrade from a prior release of COOL:Xtras Webview (Thisoption only appears if you have previously installed COOL:Biz.)

    Notes:

    § Any program icons you may have added to the COOL:Biz group in the previous releaseare not removed. Only the COOL icons are replaced or deleted.

    § KM files will not be overwritten. If you install in a directory where the previous installation

    was placed, .KM files that we provide for the tutorials will be replaced with newer versions.

    9. Click Next . The Select Components dialog box appears.

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    10. Select the components to be installed based on the configurations described above.

    Rule: To successfully install the application you will need an extra 10-MB of space on your hard drive.This space requirement is in addition to the Space Required total.

    Note: The space required field shows the amount of space needed to install all of the selectedcomponents. This field is updated each time you select or deselect a component or sub-component.

    `

    11. Click Next . If you have chosen to install ObjectStore, the Enter Path for ObjectStoreInstallation dialog box appears.

    12. Accept the Destination Folder. This is the recommended option.ORTo install ObjectStore in a different directory, Select Browse to access the ChooseDirectory dialog box and locate a directory path.

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    13. Click Next . If you have selected to install the Webview Internet Server, the Select Server OS Version dialog box appears.

    14. If you are running Windows NT, then Click Windows NT .ORIf you are running OS/2, then Click OS/2 .

    15. Click Next . The Enter Path to install Server Portion of Webview dialog box appears.

    16. Accept the Destination Folder. This is the recommended option.ORTo install the Server portion of Webview in a different directory, Select Browse to accessthe Choose Directory dialog box and locate a directory path.

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    17. Click Next . The Select Program Folder dialog box appears.

    18. Accept the default program name in the Program Folders entry field,ORtype a new program folder name in the Program Folders entry fieldORselect a folder from the Existing Folders list box.

    19. Click Next. The Start Copying Files dialog box appears.

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    20. To accept the current settings and start the installation process, Click Next . A progress indicator displays the percentage of the installation that is complete.ORTo change any of the current settings, click Back until you get to the appropriate dialog boxand then change the information.

    21. If this is the first install of COOL:Biz on your machine, then an information dialog boxappears. It states that changes have been made to your environment.Click, OK .

    22. When the COOL:Biz setup is complete, the setup for ObjectStore begins. If theObjectStore services are currently running, click Yes when asked if you want to shut themdown.ObjectStore cannot be installed if these services are running.The Server Initialization dialog box appears.

    23. To accept the default Server Log File Name, Click OK .For Windows NT it is C:\OSSVXNT.LOG. ORTo stop the setup procedure, click Cancel .

    24. If this is not an initial setup of COOL:Biz, after you Click OK , the following Confirm dialogbox appears.

    25. To re-initialize the log, Click Yes . This is the recommended action.ORTo stop the initialize log process, click No .When the server log is re-initialized, an information box appears.

    26. Click, OK . The Confirm dialog box appears.

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    27. To start the ObjectStore server and Cache Manager, Click Yes . This is the recommendedaction.ORTo start the services when you reboot the PC, Click No .Note: COOL registers these files with the system. A progress indicator displays the percentagecomplete of the register process.

    28. To view the COOL:Biz Readme file at this time, Click Finish. The README file appears. Itis recommended that you print this file.ORTo view the README file later, Clear the View README file box.

    29. Click Finish .

    30. On the machine where you installed the Webview Internet Server component, there is a filein the Webview directory (default is \COOL\EXE\WEBVIEW) called KEYCHAIN.INI. In thisfile, you need to record the machine name of the PC where the Webview Web

    Administration program will be running. This needs to be done even if the Web Administration program is loaded on the Web Server. An example of this entry would looklike this:

    ;This is the list of Available Serverswebvsrvr

    where “webvsrvr” is the computer name of the PC running the Web Administrator program. For multiple machines, each machine name must be on a separateline.

    31. On the Web Server, you may want to create an alias for the Webview files. This will makeit easier for users to log into Webview. It will also make any configuration changes made inthe future transparent to the users. The alias should point to the Webview Internet Server directory (default \COOL\EXE\WEBVIEW). This directory contains the DEFAULT.HTM file.This alias must allow for Read and Execute permissions.

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    Using the Web Administrator

    The Web Administrator tool is used in the Windows environment to start and stop a servicethread for a .KM file. You need to start a service thread in order to view the contents of a .KM filewith your web browser.

    Also, Webview has two autostart features. One enables you to enter COOL:Xtras W ebview as an

    NT service by entering a command at the MS-DOS prompt. The other allows you to mark KMfiles as auto start on the Webview Administrator dialog box.

    The Web Administrator tool must be running in order to maintain the service thread. Once the

    tool is closed, all threads are terminated and the .KM files are no longer available for viewing inyour browser.

    The COOL:Biz tools files and/or the ObjectStore server must reside on the same machine as theWeb Administrator tool.

    Starting A Service Thread

    Use this procedure so that you can view a .KM file in your web browser.

    1. From the COOL:Biz start menu, Point to COOL:Xtras Webview and then Click Web Administrator. The COOL:Xtras W ebview Administrator dialog box appears.

    2. In the Database File Name box, type or use the Browse button to select the .KM file for

    which to start a service thread.3. In the Database Alias field, type an alias for the .KM file. The default alias is the

    filename. This name appears in HTML reports that you generate from the web. Note : Avoid the use of special characters in alias names.

    4. To start multiple threads for the .KM file, do the following:In the Min. Instances box, type the number of threads you want to start for the .KM file. Itis recommended that you start one service thread for every 10 clients that will view thedatabase.

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    In the Max Instances box, type the maximum number of threads for the .KM file.In the Timeout box, type the number of minutes to wait before the server times out if there is no response from the server.

    5. Select the Auto Start checkbox to automatically prepare a file for viewing in the webbrowser when you utilize Webview as an NT Service or when you manually startWebview.

    6. To include an e-mail link in your browser, in Contact E-mail Address box, type thecomplete e-mail address.

    7. Click Start.The database alias name appears in the Current Web Servers list box with the status of the thread. If you set the minimum instances at 3, the alias name appears three times inthe Current Servers list box.

    A client can now view the database on the web.

    Stopping a Service Thread

    To Stop a Service Thread for a .KM File:1. Access the COOL:Xtras- Webview Administrator dialog box.

    2. In the Current Servers list box, Select the alias of the .KM file.

    3. Click Stop . The alias you selected no longer appears in the list and service for that alias isstopped. If you started multiple threads for one .KM file, then only the thread you select isstopped. The other threads are still active.

    Note: If you stop a service whose status is Failed , a dialog is displayed listing an error messagedescribing the failure.

    To Enable COOL:Xtras Webview as an NT Service

    Use this procedure to enable COOL:Xtras Webview as an NT service. After you complete thisprocedure Webview will automatically start when you power up your machine.

    1. Go to the command prompt.2. At the command prompt go to the …COOL\EXE directory.3. Type

    websrv -i4. Press Enter.

    Result: COOL:Xtras Webview is listed in the NT Services dialog box as a service. TheCOOL:Xtras Webview dialog box displays. The Started Services list box displays a list of allKM files that are automatically started with the COOL:Xtras Webview service.

    5. If you want to be able to shut down the server and log on as another user, in the ServicesControl Panel do the following:

    In the Services box, select COOL:Xtras WebviewClick Startup. The Service dialog box appears.For Startup Type Select AutomaticIn the Log On As area select System Account andClear the Allow Service to interact with Desktop checkbox

    6. Click OK.

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    To Disable COOL:Xtras Webview as an NT Service

    Use this procedure to disable COOL:Xtras Webview as an automatic service.

    1. Go to the command prompt.

    2. At the command prompt go to the COOL\EXE directory.

    3. Typewebsrv -u

    4. Press Enter.

    Result: COOL:Xtras Webview is removed from the NT Services dialog box as a service.You can start Webview from the program folder or the Start menu.

    Configuring a COOL:Xtras Webview Client

    System Requirements for a Client PC§ A JDK 1.1 compatible web browser that also supports frames§

    The Java™ file SWINGALL.JAR (downloadable from the Webview Server).§ The CLASSPATH variable set to the location of the swingall.jar file

    Downloading the Swingall.jar File

    Use this procedure to download the swingall.jar file from the Webview Web site. Perform thisprocedure after you modify the keychain.ini file and establish an alias for your server. Thisprocess takes from 5-10 minutes depending on the speed of your machine. You only need toperform this procedure the first time you access Webview.

    1. Activate your browser and access the alias established for your Webview server. For example, if you identified your server as SERVER1 and the alias as ABC then you wouldaccess http://SERVER1/ABC/ . The Webview is starting. Please wait… page appears.

    2. Click,on the Browser machine requirements link. The Browser Machine Requirementspage appears.

    3. Click, Download the file . The File Download dialog box appears.

    4. Select, Save this file to disk and Click, OK . The Save As dialog box appears.

    5. Type or select the directory in which to save the file. For these instructions, we will assumethat it is saved in C:\. You can choose any directory to save it in, but you will need to notethe directory name for the next step. .

    6. Click, Save . The download complete dialog box appears.

    7. Click, OK . The download process is complete for the swingall.jar file.

    8. The next step is to complete the procedure Adding the CLASSPATH Environment Variableto your Computer.

    Adding the CLASSPATH Environment Variable to Your Computer

    Use this procedure to set the classpath environment variable for your computer. This file needsto reside on each client PC that activates Webview. For Windows NT 4.0:

    1. On the Start menu, point to Settings and then Click Control Panel. The Control Paneldialog box appears.

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    2. Click System. The System Properties dialog box appears.

    3. Click the Environment tab and do the following:

    4. In the Variable box, type CLASSPATHIn the Value box, type the complete path of the swingall.jar file, including the file name.If you downloaded the file according the directions above (into C:\) you would enter:

    C:\SWINGALL.JAR5. Click Set and then Click Apply.

    6. Click OK. The Control Panel program group box appears

    7. Exit the Control Panel dialog box. Restart the machine.

    8. For Windows 95, you will have to edit the Autoexec.bat file and enter the statement:SET CLASSPATH=C:\SWINGALL.JAR

    Assuming you downloaded the file to C:\. If not, substitute the correct directory. Save thefile and restart the computer.

    Using COOL:Xtras Webview with a .KM File

    1. Activate your browser. In the Address box type or select the address (alias) of your server.The COOL:Xtras Webview Reporting Tool website appears.

    2. In the tree, double-click on the .KM file that you want to view. The Diagrams folder and theSystem Package folder appear.

    3. To view a diagram, expand the Diagrams folder and click on the diagram you want to view.The diagram appears.

    4. To view a graphical image of the diagram, Click View Bitmap Diagram . This view has azoom feature with a range of 10% to 200%.

    5. To view an interactive version of the diagram, Click View Interactive Diagram .

    6. To view the source code of the diagram, Click on BML version .

    7. If you wish to insert the diagram into another document, such as MS Word, ClickDownload diagram to download the diagram as a Metafile.

    8. To view a list of objects in the .KM file, scroll to the Objects in the Diagram section.To view the properties of an object, click on the object. All of the object’s propertiesdisplay.

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    User Administration and Model ExtensionsThe Edit Users option in Model Manager allows the creator or owner of a KM file to assign accessprivileges for the other users of the KM file. Model Manager also allows creators or owners of KM

    files to extend the model by applying standard extended property types to the object classes inthe KM file. The user administration and model extension information is part of the configurationof the KM file. Configuration information is only transferred from one KM file to another when theKM file is copied using the Copy command on the File menu of the Model Manager or any of theCOOL tools. User administration information may not be transferred trough BML and thereforethe configuration cannot be corrupted or inadvertently updated by doing a BML Import or MergeFiles action.

    How do you safely re-use user administration information and model extensions for your department or project? The easiest way to re-use your user definitions in release 5.1 is to createa new, empty KM file that will serve as the master administration KM file. Only the person(s)designated as Owners of this KM file can update user and model extension information in themaster administration KM file. Use this master administration KM file to add any new users or

    new model extensions for the project. Any other working KM file can assume the user definitionsand model extensions from the master administration KM file simply by making a copy of themaster and then merging the working KM file into the copy of the master using the copy of themaster as the target. Whenever you perform a merge of two KM files, the result KM will have thesame user definitions and model extensions as the target KM.

    Q.) I’m merging a KM file with model extensions into a KM file without model extensiondefinitions. What will happen to the extended properties on the objects where I’ve defined them?

    A.) The BML export process will export any instances of extended property and value pairsthat it finds in your source KM file. The instances of property definitions will then be merged intothe target KM file. However, the model extensions of the target KM file are not altered by themerge or import of BML. For example, if in the source KM file you had defined an extendedproperty on the Entity class called “Candidate” and on Entity “Customer” you had set the value of this property to TRUE using the Custom tab on the details dialog of the entity, this property valuepair would exported to BML and would be applied in the target KM file when you merge the twoKM files. However, the model extension would not be updated through the merge process.Model extensions should be made in a master administration KM file and should be managed bythe encyclopedia owner (see section “User Administration and Model Extension Considerations”in the release notes).

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    New FeaturesThis chapter lists the new features for release 5.1 of COOL:Biz and COOL:Xtras Webview.

    General Enhancements

    Model Undo/Redo

    COOL:Biz 5.0 introduced the first phase of the Undo feature – Diagram Undo, whichallows you to undo changes made to a diagram’s appearance. COOL:Biz 5.1 completesthe undo feature by providing Model Undo. With this release, changes to the model canbe undone and then redone as well.

    Improved response when adding new objects

    With a large KM file that has no Package hierarchy, adding new objects resulted insignificant delays. In this release, there is a new algorithm for refreshing the tree thatgreatly improves the response time.

    Correct printing of diagram header and footer text

    In this release, the header and footer text is printed on each page of multiple pagediagrams.

    Migration utility for Cool:BusinessTeam

    COOL:Biz has been enabled for migration from COOL:BusinessTeam. A utility isavailable from customer support.

    Model Manager

    Able to import large encyclopedia files from COOL:Enterprise

    A memory leak that caused the “Import From Enterprise” logic to exhaust virtual memoryhas been fixed.

    Database Schema Diagrammer

    Manual binding of Tables to Entities

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    New functionality has been added to allow binding of Tables to Entities. This is especiallyuseful for binding a data model imported from DDL or ODBC to an existing entity model.With an existing entity model and an imported data model, selecting "Bind Tables toEntities" will guide you through a set of dialogs to bind the tables to the entities, includingbinding columns and keys to attributes, and binding table references to entityrelationships. It will also prompt you to bind columns and keys through table references

    as appropriate, a binding not done by the DDL/ODBC import. Some automation has beenadded to help the process, e.g. by binding columns to attributes by name.

    COOL:Xtras Webview™

    OLE annotations are no longer lost

    A change has been made to the BML viewer to correct the problem where OLEannotations were not correctly drawn.