100-Installation-FromScratch

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.

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

See Also
100-Standards
100-Technical Requirements

 

100-Installation-FromScratch

 

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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…….. …..See Also
2014-08-25 6.0.1408 Business Entity Expression X Expression was changed to

Return to OpenForms Reference

 

 

100-ofr-new

 

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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.

106-install-security-UI-1.jpg

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

 

 

100-bp-ExecuteQuery

 

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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.

 

 

100-bp-Execution

 

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998-re-bp-117

New York State – Property Tax Freeze
Back to 900-Home … Module wiki Maps Standard Features | Accounts Receivable | Cash Collection | Real Property Tax | Mass Appraisal… Last modified Jan 31st 2016

Table of Contents

Batch Compute User Interface
Batch Processing (technical)
What’s New
Troubleshooting

VERSION 6.0 (under construction)
Specification Overview
Purpose
The purpose of this batch program …….

Identification

  • Process Name: NY_TAXFREEZE_EX – to verify
  • Requirement Number: 15979

Records to be processed:

  • Year selected: or all if none selected
  • Records (parcels) selected: all, saved named dataset (includes autosave dataset), jurisdiction, neighborhood
  • Record Frozen-id = zero (current)

Records to be calculated:

  • When the ……

Batch Processing:

  • The batch program can be scheduled to run periodically.
  • The transaction Mode “Roll Back If One Transaction Failed” is not supported. It will be “Continue If One Transaction Failed” by default
  • Refer to the Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

Batch Compute User Interface

The following parameters and options are available:

Year :

  • All if no year is selected. The year field is user persistent and displays the year selected when the batch process was last run – to verify

Parcels to compute option:

  • All, or by Jurisdiction, Neighborhood or Saved Name Datasets – to verify

TIP: If you turn on the TREEVIEW Synchronization option (Govern’s Option menu), and select the AUTOSAVE from the Saved Datasets drop down table, the compute will processed all records in the user’s Dataset Treeview.

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid. – to verify

  • On error, the parcel id will be displayed in the message
  • Double-click on the message to access the full text

Once completed, information will be displayed, that includes:

  • Parameters and Options used
  • Total number of records read
  • Total number of records processed

Batch Processing (technical)

Before Executing Subprocesses:

  • Select all parcel ID and frozen ID related to the year (or all year if none selected) the jurisdiction, or the neighborhood or the saved dataset if chosen.

Execute Subprocess

  • For each batch process

Error Reporting
In addition to the standard Batch Processing standard error reporting, the following will be validated:

What’s New

[6.0] Batch program created for OpenForms

Troubleshooting

The following is to help troubleshoot the batch process.

  • After changes, it is always best to compute for a single year and small dataset
  • The parcel id is listed in the error message
  • Turning on the Govern Diagnostic Tool
  • Turning on the SQL Profiler Tool (system administrator)

See Also

The following information might be of interest

Batch Compute User Interface | Batch Processing (technical) | What’s New | Troubleshooting

998-re-bp-130

New York State – Nassau County – Paid/Unpaid [output]

Version 6.0 (In Development)

Specification Overview

Purpose

T/C

Identification

  • Process Name: NY_NASSAU_CNTY – to verify
  • Requirement Number: not on roadmap

Records to be processed:

  • Year selected: or all if none selected
  • Records (parcels) selected: all, saved named dataset (includes autosave dataset), jurisdiction, neighborhood
  • Record Frozen-id = zero (current)

Records to be calculated:

Batch Processing:

  • The batch program can be scheduled to run periodically.
  • The transaction Mode “Roll Back If One Transaction Failed” is not supported. It will be “Continue If One Transaction Failed” by default
  • Refer to the Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

Batch Compute User Interface

The following parameters and options are available:

Year :

  • All if no year is selected. The year field is user persistent and displays the year selected when the batch process was last run – to verify

Parcels to compute option:

  • All, or by Jurisdiction, Neighborhood or Saved Name Datasets – to verify
TIP: If you turn on the TREEVIEW Synchronization option (Govern’s Option menu), and select the AUTOSAVE from the Saved Datasets drop down table, the compute will processed all records in the user’s Dataset Treeview.

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid. – to verify

  • On error, the parcel id will be displayed in the message
  • Double-click on the message to access the full text

Once completed, information will be displayed, that includes:

  • Parameters and Options used
  • Total number of records read
  • Total number of records processed

Batch Processing (technical)

Before Executing Subprocesses:

  • Select all parcel ID and frozen ID related to the year (or all year if none selected) the jurisdiction, or the neighborhood or the saved dataset if chosen.

Execute Subprocess

  • For each batch process

Error Reporting
In addition to the standard Batch Processing standard error reporting, the following will be validated:

What’s New

[6.0] Batch program created for OpenForms

Troubleshooting

The following is to help troubleshoot the batch process.

  • After changes, it is always best to compute for a single year and small dataset
  • The parcel id is listed in the error message
  • Turning on the Govern Diagnostic Tool
  • Turning on the SQL Profiler Tool (system administrator)

See Also

The following information might be of interest

 

 

998-re-bp-130

 

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