100-Installation-FromScratch-WM

Govern Installation from Scratch – Workflow Management

Version 6.1 (In Development)

Overview

This section covers the steps and the best practices when installing Workflow Management 6.1 from scratch.
For upgrades or updates see 100-Upgrade where you will find tools, tips and training material to help with the upgrade.
Click on Installation 100-Install to return to the main Installation page.

Note to Govern Employees : See Test Case 100-Install from Scratch Workflow Management (20238)

Step by Step

The following steps need to be accomplished to install and configure Workflow Management.

1- Create Empty Database

Create new db, deploy and initialize database (run Verify Database twice)

2-Create Departments

In GNA Parameters, Department Maintenance, create 2 new departments with a multimedia-code:
- d1: Dept 01 by PID (A/R….)
  - Sub-System Allowed (Land Management, Tax Title, Miscellaneous Billing…)
  - Multimedia Code (d1-Memo) – Not shared with other departments (i.e. Information Private to Department)
- d2: Dept 02 By Name
  - Sub-System Allowed (Land Management 2)
  - Multimedia Code (pdf) and Multimedia Code (Stored in Database

3-Set A/R Sub-System Configuration for Workflow

in GNA Application Configuration, select A/R General Parameters and click on Land Management in Related Sub-System Parameters
Select Link A/R to Names option

TIP: Configuring the Workflow
– When saving the Kind and Category parameters, the save applies to the Kind dependencies (Categories and their added fields).

4-Configure Workflow Kind & Categories

in GNA, Application Configuration, select Workflow Management, Kind & Categories

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100-install-SMTP4Dev

Test SMTP Server Installation

Overview

For testing purposes, you can install SMTP4Dev, a dummy Simple Mail Transport Protocol (SMTP) server that sits in the system tray and does not deliver the received messages. This Open Source Software is distributed by Code Plex.
To download and get more information, access the Code Plex website smtp4dev.codeplex.com

Downloading

You can download the SMTP4Dev server from Code Plex (Open Source Distributor)
www.smtp4dev.codeplex.com

Harris Govern Employees, can copy from the Shared Program Folder
FSERVERsharedPGSMTP4Dev

Alternatively, when testing on the Harris Govern server, you can use the Harris e-mail Server.
Contact Govern Support for the SMTP server information account information.

Installation and Setup

Read More...Read Less...

Once downloaded and installed (double click on the documented downloaded), you will see an email icon in the system tray or on your desktop.
RIGHT-CLICK on the icon, and select OPTION in the menu
On the Server Tab, you need to setup:

Port Number

Default is 25 but it can be changed if already used.

Listen Interface

Select 0.0.0.0 for all or 127.0.0.1 for local

The same information needs to be setup in Govern Administrator, Parameters, General Settings Editor, Filter = General, Section Name = SMTP

FOR DETAIL INFORMATION and print screens, see SMTP4Dev Setup Presentation

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Govern Installation from Scratch

Version 6.0 | Version 6.1

Overview

This section covers the steps and the best practices when installing 6.0 from scratch.
For upgrades or updates see 100-Upgrade where you will find tools, tips and training material to help with the upgrade.
Return to the Main Installation page 100-Install

Before Getting Started
Database Server (optional)

Install and/or start MS SQL SERVER 2014
Create Database / Restore Databases for upgrades
Roles and Security

Step by Step

OpenForms Initial Installation from a blank database.

Create Govern Database(s) – make sure to add Govern as the owner of the database
Install DeployEZ
Create Deployment and Connexion key (note you will need to supply a Serial Number License Key)
Install GNA
GNA Run Database Verification (twice – first time prepares what it needs)
GNA Set Organization parameters & SY REGISTRY, Create department, Create new sysadmin user
GNA Import (EMT) System Queries & Tables (DynamicSearch.xml) and basic forms (FormReference.xml)
GNA Create a report
GNA Create a batch process
GNA Create a profile
- Set Forms, Batch programs, A/R allowed, Reports…
GSM Create Roles
GSM Synchronize
GSM Setup Access rights (Apps, menu, profile)
In SQL, make sure to enter 0 or 1 in USR_KEY_MASTER (until 1504)

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100-ofr-new

OpenForms Reference – What’s New!

Version 6.0

Overview

This table contains changes made to supported OpenForms Reference items between major releases. Table is entered by date, newest items first.
Click here to return to the OpenForms Reference main page.

Date yyyy/mm/dd…..	Version . .[6.0.0000]. .	Element …. (Form, Business Entity, Query, etc.) ………….	……Description……..



2014-08-25	6.0.1408	Business Entity Expression X	Expression was changed to

Return to OpenForms Reference

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BP – Standard Attachments and File Transfer

Standard Batch Process – Attachments and File Transfer

Version 6.0

Overview

Batch programs can generate reports and files. It is possible to send these attachments by email and to specify the path where they will be copied.

Setting a Path

You can define a network or local path for saving the files and/or reports that are generated by the selected batch process. You can also enter an ftp address for these attachments.
This is useful for batch processes that generate an attachment, such as a csv or text file. For example, information about tax accounts with an overdue balance could be extracted from the database and copied to a csv file by a batch process.
You can specify the local or network path for this file and / or upload it directly to an ftp site where it can be made available to the bank.

Copy Attachments to Path

Select Copy Attachments to Path if you want to copy the attachment to a specific folder on the network or server. Click the ellipsis button and enter the path to the server or network folder where you want to save the exported file.

For each batch definition, you can now specify the path and folder where the attachments (logs & output files) are to be copied.
IMPORTANT FOLDER SHARING: These folders need to be shared with Read/Write access granted to the users that will run the batch process AND to the server that hosts the Batch Scheduler Service. (To grant access to a server, use the format SERVERNAME$).
Ensure that you enter the path in UNC format.

NEW! Archive Folder

You can now specify a folder (local or network path) that will be used as a central location to archive the files that served either as input or output in a batch program execution. Optional feature that must be implemented in the batch (standard or custom) program.

The Archive Folder is set in Govern OpenForms General Settings (SY REGISTRY):

[Filter] Batch Process – [Section Name] Batch Process – [Key Name ] Archive Folder

FTP Address for Attachments

FTP Specification

The following data needs to be entered:FTP Address

Enter the address of the ftp server.

FTP Folder

Select the folder and any subfolders for the files.

User Name

Enter the user name for the ftp account

Password

Enter the password for the ftp account

Port

Enter the Port Number for ftp communications. The default is 21.

Timestamp

Select Add Timestamp if you want to add a timestamp to the file This is appended to the file name, using the following format: Filename_YYYY_MM_DD_HH-MM-SS.File Extension, where

Filename is the name of the file.
YYYY are the four digits reserved for the year.
MM are the two digits reserved for the month.
DD are the two digits reserved for the day.
- HH are the two digits reserved for the hour. This uses the 24-hour clock format.
- MM are the two digits reserved for the minutes.
- SS are the two digits reserved for the seconds.

File Extension

The file extension can be any format supported by OS and ftp site. Csv and txt are typical.
Following is an example of a file generated by a batch process.
InvoiceCloudInvoiceReport_UB_2013-05-22_12-07-42.csv

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100-bp-ExecuteQuery

Standard Batch Process – Execute Query

General

The Execute Query batch process is distributed as a standard in Govern OpenForms. It is used to run an update query on the Govern database. You can select a query and run it on the fly or create a schedule to run the query at a later time or on a regular basis.
You can run only one query each time that you execute a batch process. However, you can create multiple schedules and associate a different query with each process and you can also create multiple batch processes of the same type (process name) and associate different reports, e-mails, and schedules with each one.

Process description: Execute Query
Process name: co_executequery

Specification

Update and Selection Queries can be executed
Queries are defined in Govern Administrator (GNA)
Selection queries will generate a CVS file with the query results
Update queries do not generate attachments
Refresh (F5) in Govern is needed for newly created queries

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100-bp-Execution

Standard Batch Process – Execution & Connection

Version 6.0 and Version 6.1 (In Development)

Overview

The following explains the type and mode of batch executions.

Transaction Type

A Govern batch process can run synchronously or asynchronously.

Synch

In synchronous batch processing, transactions are processed one after another in a sequence.
If there are multiple steps in the process, one step is completed before the next begins.

Asynch

In asynchronous processing, multiple operations are started and run at the same time. As soon as one finishes, the next begins.
Multiple steps can run at the same time; for example, steps one, two, three, and four can all begin at the same time.
For long batch processes, using asynchronous batch processing can speed up the transaction time, because multiple computer operations or threads are processed at the same time compared to synchronous batch processing, where one operation has to finish before the next can begin.

IMPORTANT: If a batch process has multiple steps that need to be performed in order; for example, if the results of the first step are required for a calculation in the second step, use synchronous batch processing.

Connection Pool

You can define a Maximum Connection Pool Size for asynchronous batch processing in the addition to the general Connection Pool Size. You can also set a Connection time out for batch processes.
These parameters are defined on the Connection Key General Parameters Management form in GNA.

The Connection Pool is the number of connections that can be open on the server at the same time. Connections are required for the asynchronous batch processes. They are used by the threads to perform operations for batch processing. They are also required for all other Govern operations from all deployments in your organization.

The Connection Time Out refers to the length of time that a batch process executes a query before a time out occurs. The default is zero (0). This means that there is no time out.

Transaction Mode

Select one of the following transaction modes for the process.
Break If One Transaction Failed
The process terminates when the transaction fails.

Roll Back If One Transaction Failed
The process terminates when a transaction fails. All the transactions that were completed are cancelled. All the computations are returned to the starting point.

IMPORTANT: The roll back can take a long time to execute if the error occurred at the end of the process.

Continue If One Transaction Failed
The process continues to run even if a transaction fails.

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Govern Installation from Scratch – Workflow Management

Overview

Step by Step

1- Create Empty Database

2-Create Departments

3-Set A/R Sub-System Configuration for Workflow

4-Configure Workflow Kind & Categories

Test SMTP Server Installation

Overview

Downloading

Installation and Setup

Port Number

Listen Interface

See Also

Govern Installation from Scratch

Overview

Step by Step

OpenForms Reference – What’s New!

Overview

Standard Batch Process – Attachments and File Transfer

Overview

Setting a Path

Copy Attachments to Path

NEW! Archive Folder

FTP Address for Attachments

FTP Specification

Timestamp

File Extension

Standard Batch Process – Execute Query

General

Specification

Standard Batch Process – Execution & Connection

Overview

Transaction Type

Synch

Asynch

Connection Pool

Transaction Mode