Infor WebTop 8.4 for ERP LN. Installation and Configuration Guide

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1 Infor WebTop 8.4 for ERP LN Installation and Configuration Guide

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3 Copyright 2007 Infor Global Technology Solutions GmbH and/or its affiliates and subsidiaries All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor Global Solutions Technology GmbH and/or its affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are the property of their respective owners. Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor Global Solutions. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor Global Solutions and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor Global Solutions pursuant to a separate agreement ( Purpose ). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor Global Solutions has taken due care to ensure that the material included in this publication is accurate and complete, Infor Global Solutions cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor Global Solutions does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Trademark Acknowledgements All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners. Publication Information Document code: U8715D US Release: Infor WebTop 8.4 for ERP LN Publication date: June 07

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5 Table of Contents Chapter 1 Introduction Chapter 2 Install Method 1: Deploy WebTop to a Servlet Container Chapter 3 Install Method 2: WebTop Installer New installation How to start and stop the Tomcat web server on Windows Install Tomcat as a service To change the service To uninstall the service How to start and stop the Tomcat web server on Linux Install Tomcat as a service Update installation Update WebTop Uninstallation Chapter 4 Install ERP LN Report Viewer To deploy the Report Viewer and WebTop to a Tomcat servlet container Directory structure To deploy the Report Viewer and WebTop To set up a database connection to the ERP LN server Chapter 5 The WebTop Administration Console How to start the WebTop Administration Console First installation method Second installation method WebTop administration pages

6 ii Table of Contents Change Admin Password Change Configuration Directory Login configuration Basic Authorizer Basic Authenticator Manage backends User profiles Import Homepages Languages Logging Compression Diagnostics Company logos Chapter 6 Setup WebTop for Connecting to an Infor ERP LN Server Infor ERP administration pages Configure an Infor ERP LN Environment Diagnostics (test the connection) Company settings Smart links Auto Complete Print to display Install help content for Infor ERP BaanIV Offline/Online Form Cache Initialization Stand-alone Form Cache Initialization Delete Forms Personalization settings Password aging Chapter 7 Infor Workflow Admin Pages Workflow Login Workflow refresh Workflow update

7 Table of Contents iii Appendix A System Requirements... A-1 System requirements for the web server...a-1 Required disk space...a-1 Java servlet container...a-2 Environment variables...a-2 System requirements for the desktop...a-3 Appendix B Instructional Deployment Examples... B-1 Deploy WebTop on IBM WebSphere Express v6...b-1 Deploy WebTop on Tomcat 4.x...B-3 Appendix C Prerequisites for the Infor ERP LN Server... C-1 SLM license (not needed for Infor ERP LN 6.1 SP2 and up)... C-1 Prerequisites for Infor ERP BaanIVc4... C-2 Install tools solutions... C-2 XML Models... C-2 Register WebTop-enabled sessions... C-3 Prerequisites for Infor ERP Baan5.0c... C-3 XML Models... C-3 Register WebTop-enabled sessions... C-3

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9 About this Guide This guide is intended for System Administrators. It describes how to deploy and configure Infor WebTop 8.4 on various Java Servlet containers. Send us your comments We continually review and improve our documentation. Any remarks/requests for information concerning this document or topic are appreciated. Please e- mail your comments to In your , refer to the document code and title. More specific information will enable us to process feedback efficiently.

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11 Chapter 1 Introduction 1 WebTop 8.4 for ERP LN is a browser-based user interface client on top of the following Infor ERP LN versions: Infor ERP BaanIVc4 Infor ERP Baan5.0c Infor ERP LN 6.1 or higher Infor WebTop includes Infor Web Help, a tightly integrated browser-based help application. Infor WebTop does not use local resources, such as the registry. It offers global any time, any place access to Infor ERP LN. It offers a navigation framework that includes shortcuts, a navigation tree, starting/viewing (external) web pages, and the possibility to choose between several skins or color themes. Also, WebTop can be customized to a large extent.

12 1-2 Introduction Figure 1-1 Infor WebTop User Interface To use the WebTop, the end user must point the browser to a web server where WebTop has been deployed into a Java servlet container. There are two ways to deploy WebTop: 1 Deploy WebTop to a Java servlet container. See chapter 2. 2 Use the WebTop installer, which will install Tomcat with WebTop predeployed. See chapter 3. IMPORTANT: Check the pre-requisites in Appendix A.

13 Chapter 2 Install Method 1: Deploy WebTop to a Servlet Container 2 Numerous Java servlet containers are available on the market and in the Open Source community. This chapter describes how to deploy Infor WebTop to a Java servlet container. Instructional examples of deploying WebTop to specific Java servlet containers, such as Tomcat and IBM Websphere Express, are described in Appendix B. Note To use the ERP LN Report Viewer, manually deploy WebTop and the Report Viewer to Tomcat 5.0 or higher. For details, refer to Chapter 4, Install ERP LN Report Viewer. To deploy WebTop to a servlet container, complete the following steps: 1 Locate the WebTop Web Archive (.war file). The Infor WebTop software is archived in a standardized Web Archive. You need this Web Archive, webtop.war, to deploy WebTop. The webtop.war file is in the setup/j2eedeployment directory of the WebTop installation CD-Rom. For more information, refer to Appendix B. 2 Deploy the WebTop war file in your Java servlet container. During deployment, the servlet container asks the root name for the WebTop Web application. Each application server uses various terms for this root name, such as the following: Context Root. Application URI. URL Context Path.

14 2-2 Install Method 1: Deploy WebTop to a Servlet Container In the remainder of this guide the notation <webtop-root> is used to refer to this WebTop root name. The <webtop-root> determines the URL to the WebTop application. After deployment, you can access the WebTop through the following URLs: for administrator login for user login You can now read Chapter 5 to configure Infor WebTop and Chapter 6 to connect to an ERP LN server. You can skip Chapter 3.

15 Chapter 3 Install Method 2: WebTop Installer 3 The WebTop Installer includes the installation of an Open Source Java servlet container, Tomcat. The WebTop installer is useful if you plan to use Tomcat as the servlet container, or if you want to be up and running quickly. The WebTop installer takes care of WebTop configuration. Take the following into account when using the WebTop installer: The WebTop installer only uses Tomcat as web server. The installer installs and configures a Tomcat web server for you. It is not possible to run the installer to install another web server. It is attached to Tomcat Important: Do not use the WebTop Installer if you want to use the ERP LN Report Viewer, because the Report Viewer requires Tomcat 5.0 or higher. To use the Report Viewer, manually deploy WebTop and the Report Viewer to the same servlet container. For details, refer to Chapter 4, Install ERP LN Report Viewer. The WebTop installer can only be installed on a Linux or Windows OS. The installer is only applicable for Windows 2000/XP/server 2003, and Linux operating systems. The WebTop installer installs an additional proprietary Java Virtual Machine The installer always installs a Java Virtual Machine, even if it already exists on the system and the same version is present. This avoids errors caused by using wrong Java Virtual Machine versions. This additional JVM cannot conflict with any existing JVM installation. It does not modify any environment variables, registry settings, or files outside the WebTop installation directory.

16 3-2 Install Method 2: WebTop Installer Only one WebTop version can be installed at a time. Using the installer, only one WebTop version can be active on the web server. When installing a different version, the installer always detects the previously installed version and overwrites that one. The following New Installation section describes how to use the installer to install WebTop on a clean system. The same installer can also be used to install a different version over an already existing installation. This is described in the later Update Installation section. Further in this chapter, the Uninstallation section describes how to uninstall WebTop. Please refer to Appendix A for the system requirements for the web server and Desktop. New installation The installer is delivered with a full version WebTop media. The WebTop media contains two executables: setupwin32.exe This is the Windows installer. setuplinux.bin This is the Linux installer. Next to these executables, there is a folder called j2eedeployment. This folder contains the WebTop version that will be installed. The WebTop version is packaged in a so-called WAR file (a web archive). You can always overwrite the webtop.war file with another 4.x version and then rerun the installer. In this way you can easily update WebTop. To perform an automated installation, take the following steps: 1 Prerequisites For Windows: Make sure you have administrative rights on your computer by logging in as a member of the Administrators group. For Linux: Make sure you have administrative rights on your computer by logging in as root. Also make sure you are working in a graphical environment (X Window System). It is preferred to launch the (un)installer from a command shell in an xterm window. 2 Start the setup program. For Windows: Run setupwin32.exe and wait for the first welcome screen to pop up. This may take some time. For Linux: Run setuplinux.bin and wait for the welcome screen. If setuplinux.bin does not have execute permissions, you must change the mode of the setuplinux.bin file by first running the following command:

17 Install Method 2: WebTop Installer 3-3 chmod +x setuplinux.bin You can now start the setuplinux.bin again. The Welcome screen appears. Figure 3-1 Infor WebTop 8.4 Installer v2.0 Welcome 3 In the welcome screen, click Next. Note that it displays the WebTop version including build number that will be installed.

18 3-4 Install Method 2: WebTop Installer The Directory Name dialog appears. Figure 3-2 Infor WebTop 8.4 Installer v2.0 Directory 4 Specify the Directory name of the directory where the WebTop must be installed and click Next. Note that all files will be installed in this directory, including the Java Virtual Machine. IMPORTANT: Do not include spaces in the directory name. Including spaces causes problems when you are using Infor Workflow inside the Infor WebTop application.

19 Install Method 2: WebTop Installer Enter the web server properties of the Tomcat web server in the following dialog box: Figure 3-3 Infor WebTop 8.4 Installer v2.0 Webserver Properties The Port number field indicates the port number to which the web server will communicate. Note that the port number must be mentioned in the URL when activating WebTop. If a different port number other than 80 must be used, for example port 8080, the URL must be defined as follows: You do not need to specify the URL when port number 80 is available. The following default URL is used: The Virtual directory field indicates the virtual <webtop-root> name associated with WebTop. By default this virtual directory is webtop but this can be changed. If, for example, the virtual directory is defined as infor, you must use the following URL: instead of: Note: Using spaces in the virtual directory name is not allowed.

20 3-6 Install Method 2: WebTop Installer WebTop admin password field: This field indicates the password that must be entered to login to the administration console. The password must be at least 6 characters long. Note: Do not use an obvious password. Non-administration users that log on to the administration console can cause serious damage. Verify password field: The password entered in the WebTop admin password field must be re-entered for verification. 6 Click Next to enter the login properties for the ERP server. Figure 3-4 Infor WebTop 8.4 Installer v2.0 Infor ERP Backend Properties This dialog box is used to create an initial Infor ERP environment for WebTop. Note that filling the fields is not mandatory. If you leave them blank, no initial Infor ERP environment is created. The following is an explanation of the fields: Host name: Enter the host name of the ERP server. Infor ERP version: Choose the appropriate version of the ERP backend. BSE: Enter the path of the Infor ERP Software Environment of the ERP server. Protocol: Define the protocol to be used for the Infor ERP connection between the web server and the Infor ERP server. Default: this protocol is rexec. Infor WebTop does not support the SSPI protocol. Portnumber: Enter the port number to be used by the protocol. When using the rexec protocol, the port number must be 512; when using the

21 Install Method 2: WebTop Installer 3-7 BaanLogin protocol, the port number must match the port that is configured on the Infor ERP system (usually 7150). Bshell: Enter the Bshell name of the Infor ERP environment to which you want to connect. Usually, this is bshell. Refer to the Infor ERP BaanIV/Baan5.0/LN6.1 - Installation and Configuration Guide Infor BW (U7434E US) for more specific bshell environment variables. Command: Enter any additional command line parameters that must be used when starting the Bshell. 7 Click Next. The Tomcat Service dialog appears. Figure 3-5 Infor WebTop 8.4 Installer v2.0 Install Tomcat Check the option to install Tomcat as a service. Note: This dialog does not appear when installing on Linux. 8 Click Next. The Create shortcuts dialog box appears.

22 3-8 Install Method 2: WebTop Installer Figure 3-6 Infor WebTop 8.4 Installer v2.0 Create Shortcuts Select the items for which to create shortcuts onto your desktop. Note: This dialog does not appear when installing on Linux. The tomcat shortcut creates a shortcut on your Windows desktop that starts the Tomcat web server. (This option does not appear if you have chosen to install Tomcat as a service.) The Infor WebTop shortcut creates a URL shortcut to the WebTop application onto your desktop. The URL is determined from the local host name, the port number, and the virtual directory you defined in the web server properties dialog. The Infor Web Help shortcut creates a URL shortcut to the Infor Web Help application. The URL is determined from the local host name, the port number, and the virtual directory you defined in the web server properties dialog. The admin console shortcut creates a URL shortcut to the Infor WebTop Administration Console. The URL is determined from the local hostname, the port number, and the virtual directory you defined in the web server properties dialog. 9 Click Next. The Installation summary appears.

23 Install Method 2: WebTop Installer 3-9 Figure 3-7 Infor WebTop 8.4 Installer v2.0 Installation Summary 10 Check the installation summary and click Next. The installation is started. Figure 3-8 Infor WebTop 8.4 Installer v2.0 Installation Processing 11 When the installation successfully finishes, click Next.

24 3-10 Install Method 2: WebTop Installer All actions that are performed during this installation are logged into a file called installationlog.txt. You can find this file in the installation root directory. If you have encountered problems during the installation, you can read this file to identify the problem. It is also possible to send the file to Infor Customer Support. Note: If you run the installation on Linux or run the setupwin32console.exe on Windows in console mode, the same information is also written to the console. 12 Read the instructions for the Help server. Note that the instructions written in this dialog are not applicable for BaanIV. Refer to Install help content for Infor ERP BaanIV in Chapter 6 for information on how to install the help content for BaanIV. Figure 3-9 Infor WebTop 8.4 Installer v2.0 Define Infor Web Help Server It is mandatory to manually define the Infor Web Help server after installation. You can re-read instructions on how to do this after the installation by opening the postinstallmessage.htm file. This file is present on the WebTop media or in the installation root directory after the installation. 13 Click Next.

25 Install Method 2: WebTop Installer 3-11 The Instructions to Generate Forms is displayed. Figure 3-10 Infor WebTop 8.4 Installer v2.0 Generate Forms Read the recommendation. You can re-read the message after the installation by opening the postinstallmessage_genforms.htm file. This file is located on the WebTop media or in the installation root directory after the installation. 14 Click Next. A dialog appears displaying the installation result. Figure 3-11 Infor WebTop 8.4 Installer v2.0 InstallShield Wizard Summary Information

26 3-12 Install Method 2: WebTop Installer 15 Click Finish to end the installation. How to start and stop the Tomcat web server on Windows 1 To start the Tomcat web server, browse to the <installationdirectory>\tomcat\bin directory. 2 Start startup.bat in the installation directory. 3 To stop the web server run shutdown.bat. Or you can use the following two options: Click Start -> Programs -> Infor WebTop -> Start/Stop Tomcat Use the shortcuts on your desktop. This can only be done if you activated the shortcuts on the Create Shortcuts dialog box. Refer to step 8 in the previous section.

27 Install Method 2: WebTop Installer 3-13 Install Tomcat as a service If you want WebTop to run when the machine is booting, you can install Tomcat as a service. During the installation you are presented with the option to do so. If you did not choose that option and wish to register Tomcat as a service afterwards, you can run the following command: <installation-directory>\tomcat\bin\installwebtopservice To change the service Once you have installed Tomcat as a service, you can change the startup type to "automatic". Change the properties of the "webtop" service by using the "Services" management console. You can also start and stop the service on a command line by typing: net start webtop or net stop webtop To uninstall the service To Uninstall the webtop service, use the following command: <installation-directory>\tomcat\bin\uninstallwebtopservice How to start and stop the Tomcat web server on Linux Install Tomcat as a service 1 Open a console and go to the installation directory to start the Tomcat web server. 2 Change directories to the tomcat/bin subdirectory. 3 Run./startup.sh to start the web server 4 Run./shutdown.sh to stop the web server. To have WebTop start automatically when the machine is booting, create an initialization script that will run when switching run levels. Please refer to the documentation of your Linux distributor for further details.

28 3-14 Install Method 2: WebTop Installer For a machine with a SysV style initialization, create a script in /etc/init.d and links in the /etc/rcn.d directories. Update installation If Infor WebTop is already installed, you can run the installer again to update the current Infor WebTop installation. Existing user contexts, web server, WebTop configurations, and log files are not affected by an update. The update overwrites only files that are directly related to the Infor WebTop application. The following files are preserved with an update: User contexts Any user contexts created by an administrator or an end user are preserved. User contexts are located in the <installationdirectory>\config\usercontexts directory. Web server configuration Configuration of the web server is not affected by an update. Tomcat configuration is stored in the <installation-directory>\tomcat\conf directory. WebTop configuration Configuration of the WebTop application is not affected by an update. WebTop configuration is stored in the <installation-directory>\config directory. This includes company settings, smart links, Infor ERP environments, and the Infor Web Help configuration. Log files Log files that were previously created are not removed with an update. The installation log of the update is appended to the current installationlog.txt file located in the installation directory. Company logo and background image During an update the company logo and background image are not overwritten. If you customized the company logo or the background image, this customization is not affected by an update. The following files are modified or removed during an update: Infor ERP forms Because Infor ERP forms are bound to a particular Infor WebTop build, all previously generated forms are removed during an update of Infor WebTop. The forms must be regenerated after installation. Infor WebTop files All files located in the <installation-directory>\tomcat\webapps\webtop

29 Install Method 2: WebTop Installer 3-15 directory that were installed by the previous WebTop version are overwritten with the files contained by the update. Update WebTop Complete the following steps: 1 Stop the web server. Make sure the Tomcat web server is not running. In Windows you can press CTRL-C in the Tomcat window that was opened when starting the Infor WebTop server. In Linux, run shutdown.sh in the tomcat/bin subdirectory of the Infor WebTop installation. 2 Copy a different webtop.war file over the old.war file in the j2eedeployment directory. 3 Start the installer. Run setupwin32.exe or setuplinux.bin and wait until the first welcome screen appears. This can take some time. Figure 3-12 Infor WebTop 8.4 Installer v2.0 InstallShield Wizard Welcome Note: If the update version is the same as the version that is already installed, the following message appears. Click OK to close the message window and to exit the installer.

30 3-16 Install Method 2: WebTop Installer Figure 3-13 Version already up-to-date message 4 Click Next in the Welcome screen. Detailed information about the currently installed version is shown. Figure 3-14 Infor WebTop 8.4 Installer v2.0 Current Installation Information You can view the date of the current installation and the version that is about to be installed. Select what action must be taken if files have been modified after the last installation. The following options are available: Replace all changed files but create a backup. This option overwrites all modified files that are directly related to the Infor WebTop application. However, before doing so the installer creates backups of these files. After the update has completed, you can find the backup files in the backup subdirectory of the installation directory. A new directory is created corresponding to the date and time of installation in milliseconds. Replace all changed files.

31 Install Method 2: WebTop Installer 3-17 This option overwrites all modified files that are directly related to the Infor WebTop application and does not create backups. Prompt for each changed file what to do. This option prompts a message box for each modified file the update is about to overwrite. You can decide per file whether or not the file must be overwritten. It does not create backup files. 5 Select one of the options and click Next. 6 If you failed to perform step 1 you will see a warning screen advising that the application server is still running. Stop the server (as detailed in step 1) and click Next. 7 Read the summary information. Click Back if you want to make changes; otherwise, click Next to start the update. 8 The instructions to generate forms are displayed. Read the recommendation. The message can be re-read after the installation by opening the postinstallmessage_genforms.htm file. This file is located on the WebTop media or in the installation root directory after the installation. 9 Click Next and Finish when the installation has successfully installed.

32 3-18 Install Method 2: WebTop Installer Uninstallation To uninstall WebTop you can use the uninstaller that is created during the installation process. The uninstaller is available for the Windows platform as well as for the Linux platform. However on Linux, instead of using the uninstaller, you can simply delete the entire Infor WebTop installation directory, for example: /opt/ssa/webtop On Windows, you must always use the uninstaller; otherwise, the desktop shortcuts and the entry in Add/Remove Programs are not removed. To run the uninstaller, take the following steps: 1 Stop the web server. Make sure the Tomcat web server is not running. In Windows you can type CTRL-C in the Tomcat window that was opened when starting the web server. In Linux, run shutdown.sh in the tomcat/bin subdirectory of the WebTop installation. 2 Start the uninstaller. On Windows Use either the Add/Remove Programs option from the Control Panel or click Start -> Programs -> Infor WebTop -> Uninstall Infor WebTop. On Linux Open an xterm prompt and start /opt/ssa/webtop/_uninst/uninstaller.bin.

33 Install Method 2: WebTop Installer 3-19 The Welcome screen appears. Figure 3-15 Infor WebTop 8.4 Installer v2.0 InstallShield Wizard Welcome 3 Click Next. The following dialog enables you to keep or delete created files. Figure 3-16 Infor WebTop 8.4 Installer v2.0 File Action 4 Select the option of your choice and click Next. If you failed to perform step 1 you will see a warning screen telling that the application server is still running. Stop the server (as detailed in step 1) and click Next. The Summary info appears.

34 3-20 Install Method 2: WebTop Installer Figure 3-17 Infor WebTop 8.4 Installer v2.0 Summary Information 5 Check the summary and click Next. 6 The WebTop is now uninstalled. If you have chosen Prompt during uninstall in step 4, the following message may appear: Figure 3-18 Delete User Profiles Message Similar messages may appear regarding User Profiles and Logfiles. 7 To remove the file(s) click Delete. To keep the file(s) click Keep.

35 Install Method 2: WebTop Installer 3-21 Figure 3-19 Infor WebTop 8.4 Installer v2.0 Uninstallation Notification 8 When the uninstallation is finished, click Finish to close the uninstaller.

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37 Chapter 4 Install ERP LN Report Viewer 4 To view the reports in the homepages delivered with Infor ERP LN, install the ERP LN Report Viewer on the WebTop server. To install the Report Viewer, you must deploy it to Tomcat. Points of attention: The Report Viewer only supports 32 bit Java versions. Choose Tomcat as your servlet container. The Report Viewer does not run in combination with other Java servlet containers, such as IBM Websphere Express. Install Tomcat 5.0 or higher. The Report Viewer and WebTop must run in the same servlet container. Do not install WebTop through the WebTop Installer, because it installs Tomcat 4.1. Instead, manually deploy WebTop to a servlet container. See the following procedure for details. See also chapter 2, Install Method 1: Deploy WebTop to a Servlet Container. Instructional examples of deploying WebTop to specific Java servlet containers, such as Tomcat, are described in Appendix B. To deploy the Report Viewer and WebTop to a Tomcat servlet container Directory structure To keep the Tomcat application "clean", install your applications in a directory structure outside the Tomcat file hierarchy.

38 4-2 Install ERP LN Report Viewer For example, in Linux, use the following structure: /opt/webapps /opt/webapps/webtop /opt/webapps/config /opt/webapps/reportviewer /opt/webapps/warfiles Parent directory. Directory for the WebTop application. Directory for the configuration files, and user profiles, of WebTop. Directory for the reportviewer application. Directory for the warfiles, "webtop.war" and "reportviewer.war." In Windows, use a similar structure: C:\webapps C:\webapps\webtop C:\webapps\config C:\webapps\reportviewer C:\webapps\warfiles To deploy the Report Viewer and WebTop 1 Create the directories mentioned previously, and put the warfiles in the "warfiles" directory. 2 Manually unzip the warfiles into their application directories: For Linux: cd /opt/webapps/webtop $JAVA_HOME/bin/jar xf /opt/webapps/warfiles/webtop.war cd /opt/webapps/reportviewer $JAVA_HOME/bin/jar xf /opt/webapps/warfiles/reportviewer.war For Windows: cd C:\webapps\webtop %JAVA_HOME%\bin\jar.exe xf c:\webapps\warfiles\webtop.war cd C:\webapps\reportviewer %JAVA_HOME%\bin\jar.exe xf c:\webapps\warfiles\reportviewer.war 3 Create a configuration file "webtop.xml", to specify a new context for Tomcat, and save it in the "/opt/webapps", or "C:\webapps", directory. The file must contain the following: <Context path="/webtop" docbase="/opt/webapps/webtop"> <Parameter name="webtopadminpassword" value="topsecret" override="false"/> <Parameter name="webtopconfigpath" value="/opt/webapps/config" override="false"/> <Logger classname="org.apache.catalina.logger.filelogger"

39 Install ERP LN Report Viewer 4-3 Notes prefix="localhost_webtop." suffix=".txt" timestamp="true" /> </Context> The paths in this example are in Linux style. For Windows, change them accordingly. If you plan to have multiple versions of WebTop on the same server, you can specify a "Context path" other than "/webtop", such as "/webtop8.4". The URL to access the WebTop application changes accordingly, such as " The value of the "WebtopAdminPassword" parameter specifies the password you need to logon to the WebTop Administration console (" Change it to an appropriate value. 4 To specify a new context for Tomcat, create a configuration file "reportviewer.xml", and save it in the "/opt/webapps", or "C:\webapps", directory. The file must contain the following: <Context path="/reportviewer" docbase="/opt/webapps/reportviewer"> <Logger classname="org.apache.catalina.logger.filelogger" prefix="localhost_reportviewer." suffix=".txt" timestamp="true"/> </Context> Notes The paths in this example are in Linux style. For Windows, change them accordingly. Do not change the "Context path" value from its default "/reportviewer." This is the default location where WebTop expects the reportviewer to be. 5 To open the Tomcat manager, browse to the following URL: " 6 Scroll to the "Deploy" section. In the "XML Configuration file URL" field, enter the correct URL to the WebTop context file: "file:///opt/webapps/webtop.xml", or "file:///c:/webapps/webtop.xml." 7 To deploy and start the "webtop" application, click Deploy.

40 4-4 Install ERP LN Report Viewer 8 Repeat the last two steps for "file:///opt/webapps/reportviewer.xml", or "file:///c:/webapps/reportviewer.xml". To set up a database connection to the ERP LN server The Report Viewer uses a database connection to the ERP LN server to execute queries on the ERP LN tables. To configure this connection, set up a new environment of type DB Connection on the WebTop server. This environment contains all runtime components to create a database connection with the ERP LN server. To set up the database connection, follow the procedure described in the Installation Guide for Connector for JDBC for Infor ERP LN (U9197B US). Notes Fill the USER environment variable with the login name specified during the installation of the database connection. Also specify a "BIRT_TEMP" environment variable, which points to a directory where the report viewer can store its temporary files. For details, refer to Appendix A, System Requirements.

41 Chapter 5 The WebTop Administration Console 5 How to start the WebTop Administration Console To start the WebTop administration console, point your browser to the following URL: Figure 5-1 WebTop administration console The administration pages navigation tree contains four categories: Infor WebTop administration. This is described in this chapter.

42 5-2 The WebTop Administration Console Infor Web Help. This topic is covered in the Infor WebTop Installation and Configuration Guide for Infor Web Help (U8934C US). Infor ERP. See Chapter 6. Workflow. See Chapter 7. First installation method If you have used the first installation method to deploy Infor WebTop, the initial administration password is webtop. It is strongly advised to change this password. You can do this via the WebTop administration console. During the deployment no configuration parameters are asked. This chapter describes the various configuration options. Follow the steps in chapter 6 to setup a connection with an Infor ERP LN server. Second installation method If you have used the second installation method, the Infor WebTop is configured during the installation. You can use the Infor WebTop Administration console to verify the connection setup. To defer from the Workflow default configuration, use the Infor Workflow Admin pages.

43 The WebTop Administration Console 5-3 WebTop administration pages Change Admin Password Use this page to change the administrator password. Change Configuration Directory By default the WebTop configuration files are stored in the config directory directly under web application install directory. If you want to reuse WebTop configuration files across multiple installation, you can change the directory were the WebTop configuration files are stored. Login configuration Authentication vs. Authorization The Infor WebTop login mechanism uses two components. The Authenticator The authenticator is used to make sure that the person who tries to log on is authenticated against an authentication provider. The user can only access the Infor WebTop if the authentication provider validates the user as valid. Two authenticators come delivered with the WebTop: Baan Authenticator and a Basic Authenticator. The Authorizer The authorizer is used to define whether the user is allowed to add, remove, and edit profiles or override passwords for various back ends while the user is logged on to the WebTop. Select the Authenticator Select the Baan Authenticator when you want to use the user management system of the Infor ERP LN server. This is the preferable option when you use Infor WebTop for Infor ERP LN. Select the Basic Authenticator when you want to setup your own user administration. Select the Authorizer The Basic Authorizer is the only Authorizer implementation that is available.

44 5-4 The WebTop Administration Console Basic Authorizer Use this page to restrict users from creating or modifying user profiles. Basic Authenticator Use this page when you select Basic Authenticator at the Login Configuration. You can define WebTop users at this page. These settings have no effect when using the Baan Authenticator. Manage backends The Manage Backends page shows all plug-ins hosted by Infor WebTop. Default plug-ins are ERP, DEM, Workflow, and Infor Web Help (eboks). It is recommended you do not remove any of these. User profiles To set the user profile directory The user profile directory is used to store the user-specific WebTop settings, the so-called WebTop User Profile files. The following is the default location for this directory: <webtop-config>/usercontexts/ You can change the User profile directory in the WebTop administration console to specify another location. Ensure this directory exists. Also, the Servlet Container must have write permission to this directory. Enable trace On the User Profile page you can switch tracing on or off. If tracing is on, extra debugging messages are written to the java console of the client browser. Since this has negative impact on the performance of the browser, tracing must be disabled. You can switch it on if support engineers need to collect debugging information. Export homepages On the User Profile page, you can export homepages from a user profile. The exported homepages are stored in a.har (homepage archive) file. To export homepages, complete the following steps:

45 The WebTop Administration Console On the User Profile page, select a user. The corresponding user profiles are displayed. 2 Select a user profile, and click Export homepage(s). The Homepage Export dialog box appears. 3 Select the homepages you want to export. 4 Specify the directory where the homepage archive file must be stored, and specify the name for the file. 5 Click OK. Note: Use the Import Homepages page to import the contents of a homepage archive file into other user profiles. For more information, refer to Homepages in the WebTop online help. Enable customize Web Help This option is described in the Infor WebTop Installation and Configuration Guide for Infor Web Help (U8934C US). To create user profile templates You can choose to create user profile templates for various reasons such as the following: To provide standard user profiles with predefined shortcut, language, skin, and back-end settings. To accommodate users so they do not need to create a user profile. To create a user profile template, finish the configuration of the WebTop as described in this document. After you complete this installation and configuration, to create a user profile template, complete the following steps: 1 Log on to WebTop. Ensure the user name you are using is authorized to create user profiles. 2 Create a new user profile, name the user profile, and make the appropriate settings. 3 To save the user profile, in the Create new User Profile dialog box, click OK.. 4 To test the profile, open the user profile. 5 Close the WebTop. The user profile is stored in the following directory:

46 5-6 The WebTop Administration Console <webtop-config>/usercontexts/<user name> 6 Copy the created user profile to the following directory: <webtop-config>/usercontexts/templates/ Each user that logs on to Infor WebTop now receives a copy of this template. Note: A copy of the user profile template is created so that no reference is made to the user profile template. Therefore, if you change the user profile template after you copy the user profile template to the user s set of user profiles, this action does not have any effect on the user s copy of the template. The new user profile template is automatically copied to the user s user profile set if the user removes his copy of the user profile. Import Homepages The Import Homepages page allows you to import homepages from a.har (homepage archive) file into one or more user profiles. To import homepages, complete the following steps: 1 Enter the path of the folder where the archive files are stored. 2 Select the homepage archive file you want to import. 3 Select the user profiles into which you want to import the homepages. 4 Click Import homepage(s). Notes: Before WebTop users can use the new homepages, they must log off and log on using the updated user profiles. You can export homepages in the User Profiles page. Note: You cannot export a homepage directly after it was imported. After an import, the WebTop users must first log off and log on using the updated user profiles. For more information, refer to Homepages in the WebTop online help. Languages The Languages page allows you to change the default language. Install the.zip file that contains the language files and install the.zip file that contains the translated WebTop help.

47 The WebTop Administration Console 5-7 You can download the most recent translations from the Infor Customer Support website. Logging The Logging page enables you to set the level of logging. Also you can arrange to which log file the log information is written. Note that it takes some time after you have submitted the changes for the changes to take effect. Compression By default, messages between the browser and the web server are compressed. This happens if the message size is greater than 10 bytes. Depending on the network bandwidth you may want to adjust this setting. However, it is recommended that you use this default setting. Diagnostics The Diagnostics page provides general information about the WebTop version, Servlet engine, and so on. It also displays problems if there are any. Company logos You may want to change the company logo used in the WebTop. In this administration page you can upload a new logo. On Linux/Unix-systems the environment variable DISPLAY must be set since some operations are performed on the uploaded images.

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49 Chapter 6 Setup WebTop for Connecting to an Infor ERP LN Server 6 Infor ERP administration pages This section describes the administration pages to set up the Infor WebTop to connect to an Infor ERP LN server. The following Configure an Infor ERP LN Environment section is mandatory. We strongly advice that you run the actions described in the "Generate Forms" section because of performance reasons. The other paragraphs are optional. Refer to Appendix C to check the requirements of your Infor ERP LN Server. Configure an Infor ERP LN Environment Use the WebTop Administration Console to configure one or more Infor ERP LN Environments. You can compare an Infor ERP LN Environment with a wtd (WorkTop document) file. Infor ERP Environments are stored on the web server. Therefore, all end users are able to use this configuration. 1 Start the WebTop Administration Console as follows: 2 Enter the administrator password. Use the password specified during deployment of WebTop. If the password was not changed, the password is webtop. 3 In the Infor WebTop Administration pane, click Infor ERP. Subsequently, click Infor ERP Environments. IMPORTANT: Infor ERP BaanIVc4 and Infor ERP Baan5.0c require additional steps to use WebTop 8.4.

50 6-2 Setup WebTop for Connecting to an Infor ERP LN Server Figure 6-1 Add/Modify Infor ERP Environment You can modify or remove an environment, but it is also possible that no environments are available. In that case, you can add an environment. The following is an explanation of the dialog fields: Name is the Infor ERP environment s name. Host is the host name of the system where your Infor ERP application can be found. BSE is the directory where the Infor ERP Software Environment resides. Protocol The default protocol is rexec, but you can also define BaanLogin as the protocol. A protocol is used for the connection setup between the web server and Infor ERP. Port is for the port number that corresponds with the port number used by the BaanLogin daemon on the Infor ERP backend. The default port number used for the BaanLogin protocol is You can specify the TCP/IP port number only if you choose BaanLogin as connection setup protocol. Baan Version list box Select BaanIV if the ERP system release is BaanIV; otherwise, choose BaanERP. System Message This field indicates whether the system message is shown to the users when they log on to the ERP environment. The text of the system message is stored in $BSE/lib/systemmess. Bshell field Enter the Bshell name of the ERP environment to which you want to connect. This usually is bshell.

51 Setup WebTop for Connecting to an Infor ERP LN Server 6-3 Command field - Enter any additional commands and environment settings that must be used for the connection to the Infor ERP server. 4 Click Save after filling this form. All values are saved on the web server. Diagnostics (test the connection) The second dialog is about Diagnostics. Click the environment you defined in the previous screen. This page can be used to test whether your settings result in a successful connection. Company settings You can give various companies each their own color. Smart links This page deals with Smart links. Smart links in WebTop provide a way to quickly zoom to a related session from an overview session. Figure 6-2 Smart Links The following fields are available to make smart links: From session: Specify the session code of the overview session in which the smart link must be available. From field: Specify the field name in the session from which the smart link must be available To session: Specify the session code of the overview session to which the smart link points. To field: Specify the field name in the session to which the smart link points.

52 6-4 Setup WebTop for Connecting to an Infor ERP LN Server Reference fields: You must pass a key field to the linked session. Auto Complete Figure 6-3 Auto Complete The Following parameters can be set for Auto Complete: Auto Complete Enabled: If checked the auto complete database on the web server will be filled and updated and auto complete list will be shown on fields with zoom functionality. Maximum no of Entries: Tells the maximum number of possibilities which will be shown in the auto complete list. Default interval time: If on a field with zoom functionality the value is changed, auto complete sends at regular intervals a request to the web server. This is the interval time in milliseconds that is used if the web server is responsive. If the web server gets less responsive this interval will be used to automatically adjust the interval time. Print to display If you print a report via the Display option, a browser is started to display the requested report. A company logo and a navigation image are present on every page of this report by default. Use the options on the Print To Display page to remove the company logo and/or navigation images. Install help content for Infor ERP BaanIV To install BaanIV Help files, you must start the Infor ERP Admin Pages and choose Install help content for Baan IV. Use this function if you want your customized BaanIV help available for Infor WebTop on BaanIV. This function converts all your BaanIV help into Infor Web Help format to make it available through Infor WebTop on BaanIV. If you only want the standard BaanIV help, it is recommended that you install the help files as available on the CD-Rom. Please note the following:

53 Setup WebTop for Connecting to an Infor ERP LN Server 6-5 Getting the help content from the ERP system and installing it as help content can take several hours. Ensure there is at least 100 MB of free disk space on the ERP system and on the web server. Help is retrieved for the packages in the package combination and language of the attached user. If you want help information in another language, in the user s WebTop user profile, change the language code. Offline/Online Form Cache Initialization The Infor ERP form definitions must be converted into a format that Infor WebTop understands. If a user starts a session in Infor WebTop, a process on the Infor WebTop server checks if that converted form definition is already in the form cache. If so, the form definition is returned to Infor WebTop. If not, the conversion process is started. When completed, the converted form definition is stored in the form cache and returned to Infor WebTop. The form cache initialization option allows you to pre-fill the form cache before the system is taken into production. This prevents users experiencing delays when they start a session for the first time. Online Form Cache Initialization The user interface of the Online Form Cache Initialization form is improved. It allows you to select a consecutive range of packages and a nonconsecutive range of packages and modules. However, the availability of this feature depends on the version of the Infor ERP system you connect to. Older versions of Infor ERP systems cannot supply the required information to the Online Form Cache Initialization form. When you are connected to such an older version of an Infor ERP backend, a user interface is displayed that allows you to only enter a consecutive package range. Open the Online Form Cache Initialization form and supply the following information: The location that is the root of the XFE dump directory structure. See the explanation of the Online Form Cache Initialization process later in this section.. The location to store the log files. The environment for which to initialize the form cache. The username to log onto that environment. The password to log onto that environment.

54 6-6 Setup WebTop for Connecting to an Infor ERP LN Server Click Connect. If a connection is established with the selected environment, the Connect button becomes disabled and the Disconnect button becomes enabled. If the Infor ERP system you are connected to can supply information about available package combinations, languages, packages, and modules, select the following information: The package combination from the drop-down list. The language from the drop-down list. The package(s) and module(s) from the tree with checkboxes. For older Infor ERP systems, the user interface displays fields that allow you to specify a consecutive range of packages only. The Online Form Cache Initialization process uses the package combination and language specified in the User Data (ttaad2500m000) session for the user that connected to the Infor ERP system. Click Start. A modal dialog, which displays the progress of the Online Form Generation process, appears. Note: If the cache already contains forms, only those forms older than the associated XFE dump will be regenerated. Also, some optimization takes place to reduce the number of XFE dumps that will be generated and transferred. When the Online Form Cache Initialization process has been started, the following events occur: 1 A connection is established with the Infor ERP system as described in the selected environment, using the given username and password. 2 A comparison, per module, between the creation dates of of the forms in the cache and similar runtime objects on the Infor ERP system. 3 If a module is found that contains outdated forms in the cache, a process is started on the Infor ERP system. This converts local session and form data for all sessions and forms in the given module into XML files, also known as XFE dumps. 4 The XFE dumps are collected and compressed in a tar.gz file per package, and each file is transferred to the Infor WebTop server. 5 On the Infor WebTop server, these tar.gz files are unpacked into the XFE Root Directory in a directory structure that reflects the origin of the XFE dumps. 6 When the tar.gz files are unpacked, a process is started on the Infor WebTop server. This converts the XFE dumps into Java form classes that are stored into the Form Cache.

55 Setup WebTop for Connecting to an Infor ERP LN Server 6-7 Offline Form Cache Initialization If you already have XFE dumps, such as from a previous Online Form Cache Initialization, use the Offline Form Cache Initialization to convert these forms and (re-)initialize the form cache. Before you start an Offline Form Cache Initialization, enter the following information: The location that is the root of the XFE dump directory structure. See the explanation of the Online Form Cache Initialization process. The location to store the log files. The environment for which to initialize the form cache. The package combination, from the drop-down list. The language, from the drop-down list. The package(s) and module(s), from the tree with checkboxes. Click Start. A modal dialog, which displays the progress of the Online Form Generation process, appears. Note: The choices you can select in the Offline Cache Initialization Form, such as environments, package combinations, languages, packages, and modules, are determined by the contents of the selected XFE directory. This directory structure is created during Online Form Cache Initialization. For the language part of the structure, only the language code is available. The language name is not available. Therefore, when an Online Form Cache Initialization is performed, a mapping file is created. The name of this file is lcmap.properties, and can be found in <xfe directory>/(hostname-part) /(bsepart). If this mapping file is not present, a fallback mechanism is present, that maps code 1 to Dutch, code 2 to English, code 3 to German and code 4 to French. Codes that lack mapping will be displayed as they are. To dump the XFE files on the Infor ERP system, transfer the dumps to the Infor WebTop server, and use the Offline Form Cache initialization to convert them, complete the following steps: 1 Check the following conditions: Ensure you are running the correct package combination. If not, do the following: In the Infor ERP user settings, change the package combination. Convert to runtime. Log off from Infor ERP. Re-log onto Infor ERP.

56 6-8 Setup WebTop for Connecting to an Infor ERP LN Server Ensure you have enough disk space available to store the form dumps on the Infor ERP system. If you dump all Infor ERP packages in one run, you need approximately 500 MB for each language. Create a dump of the required Infor ERP forms on the Infor ERP server. 2 On the Infor ERP system, start the Run Program command: If you logged on through WorkTop or WebTop, click Tools -> Run Program. If you logged on through BW, click File -> Run Program. 3 Start Dump Sessions in XML Format (ttadv2280m000). This takes some time. In this dump session, you can export the Infor ERP sessions in XML format. Each exported XML file contains general session data and all necessary form information. Figure 6-4 Dump Session By default, only supported Infor ERP sessions are exported. 4 Transfer the session dumps to the Infor WebTop server. After you export the session dumps, use an FTP program to manually transfer the XML files from the Infor ERP server to the Infor WebTop server. Considering the number of files, it is recommended you compress the files into an archive. This reduces the network load and saves time when transferring the files to the Infor WebTop server. The XFE dumps are stored in a directory structure that reflects the origin of the XFE dumps. Therefore, the directory structure to store the XFE dumps in must adhere to some rules. The directory structure has the following format:

57 Setup WebTop for Connecting to an Infor ERP LN Server 6-9 <XFE root dir of your choice>/[hostname]/[bse]/[package combination]/[language code] [hostname] [BSE] [package combination] [language code] hostname of the Infor ERP system The value of the BSE environment variable on the Infor ERP system. The package combination used while creating the XFE dumps. A numeric value that represents the language used while creating the XFE dumps. Note: Not all characters used in the above parameters are always valid as characters in a directory name. The following characters are replaced by an underscore (_): backslash (\), slash (/), colon (:) and space ( ). If these characters occur at the beginning or the end of a parameter, they are removed. For example: XFE root directory of your choice hostname $BSE package combination language code c:\temp erpserver /usr/erpln/bse 60sys32 2 (English) The XFE directory structure must be c:\temp\erpserver\usr_erpln_bse\60sys32\2. If the Infor ERP LN system runs on Windows, a BSE environment variable usually consists of something similar to e:\user\erpln. This must be converted into e user_erpln. Pay attention to the double underscore at the second and third position, as both the colon and the backslash must be replaced by an underscore. 5 Follow the procedure for Offline Form Cache Initialization to convert XFE dumps. Note: If the cache already contains forms, only those forms that are older than the associated XFE dump will be regenerated. Stand-alone Form Cache Initialization Form Cache Initialization can affect the performance of the ERP LN system/the WebTop server. WebTop 8.4 allows you to initialize the form cache from the command-line. To do this, complete one of the following classes in a Java Virtual Machine:

58 6-10 Setup WebTop for Connecting to an Infor ERP LN Server OfflineFormCacheGenerator for Offline Form Cache Initialization. OnlineFormCacheGenerator for Online Form Cache Initialization. Running these classes in a Java Virtual Machine requires the following settings: Classpath. Location of the WebTop application. Location of the file WebtopProperties.xml. Location of the servlet archive that your application server uses. Options required to perform the actual Form Cache Initialization. Options for Stand-alone Form Cache Initialization Option Description -h/--help -i/--info -a/--appshome -w/--webtopprops -e/--environment -u/--user -p/--password -c/--packcomb -l/--language -s/--startpack Displays help Displays available environments (requires the w option). Path of application directory (required). Path of directory that contains "WebtopProperties.xml" (required, except for options -h). Environment for which to initialize the form cache (required, except for h and -i). Username to login to the specified environment (required for Online Form Cache Initialization, except for options -h and -i). Password to connect to the specified environment (required for Online Form Cache Initialization, except for options -h and -i). Package combination for which to initialize the form cache (required, except for options -h and -i). Language for which to initialize the form cache (required, except for options -h and -i). First package of package range

59 Setup WebTop for Connecting to an Infor ERP LN Server 6-11 (optional - defaults to " "). -f/--finalpack -x/--xfedir -t/--tempdir -r/--reportdir -d/--diag Last package of package range (optional - defaults to "zz"). Root directory of the XFE dump directory structure (required). Directory to store temporary results generated during form cache initialization (optional - defaults to system temp directory). Directory to which the report is written (optional - defaults to temporary directory). Gives diagnostic output without executing the form cache initialization (optional). Example The following example shows a Windows batch-file for stand-alone Online Form Cache Initialization. It assumes the environment is created by the WebTop Installer: echo ONFCI - Online Form Cache off setlocal set ARGS=%* if not defined ARGS set ARGS=-h set APPHOME=C:\SSAWebtop\tomcat set PROPSHOME=C:\SSAWebtop\config set SERVLETJAR=C:\SSAWebtop\tomcat\common\lib\servlet.jar set WEBAPP=%APP_HOME%\webapp set WEBINF=%WEBAPP%\WEB-INF set CP=%WEBINF%\lib\erp.jar;%WEBINF%\lib\webtop.jar;^ %WEBINF%\lib\jargs.jar;%WEBINF%\lib\xercesImpl.jar;^ %WEBINF%\lib\log4j.jar;%WEBINF%\lib\jdom.jar;^ %WEBINF%\lib\kjc-2.2D.jar;%WEBINF%\lib\tar.jar;^ %WEBINF%\lib\java-getopt jar;%WEBINF%\lib;^ %SERVLETJAR%;%WEBINF%\classes; set ARGS=%ARGS% -a %WEBAPP% -w %PROPSHOME%

60 6-12 Setup WebTop for Connecting to an Infor ERP LN Server java -cp %CP% com.ssaglobal.erp.server.fd.pipeline.cache.onlineformcachege nerator %ARGS% To call this sample Windows batch file from the command-line, or another batch file, use the following code: onfci -e our_env -c b61abc -l 2 -u jhanson -p secret -x c:\our_env\xfel -r c:\log -t c:\temp -s ts -f ts This command-line executes stand-alone Online Form Cache Initialization for the ts package, in package combination b61abc, and for the English language. The ERP LN definitions of the our_env environment provide the hostname and BSE directory of the ERP system. The logon to the ERP system is performed with user jhanson and password secret. Similarly, you can perform an Offline Form Cache Initialization. However, in the last line of the previous example, enter a different classfile name. You must change the word OnlineFormCacheGenerator to OfflineFormCacheGenerator. Also, on the command-line, omit the options for username and password. Delete Forms Complete the following steps: 1 In the WebTop Administration Console on the Infor WebTop server, select Delete Forms from Form Cache. 2 In the input fields, enter the values that represent the form you want to delete. The values act as a filter on all forms in the form cache. An empty field means "all values". For example: If you leave the Host field blank, forms for all hosts will be deleted from the Form Cache. If you leave all fields blank, all forms will be deleted from the Form Cache. 3 Click Delete. Personalization settings Through the WebTop interface, the end-user can personalize ERP LN sessions very easily. To control whether an end-user is allowed to personalize ERP LN sessions, the Application Personalization checkbox in the User Data Template session must be used.

61 Setup WebTop for Connecting to an Infor ERP LN Server 6-13 Figure 6-5 User Data Template (ttams1110m000) session Password aging To benefit from this feature, the Enterprise Server 8.3 or higher is required for ERP LN. For older Infor ERP versions a Tools solution is required, and there is a minimum requirement for the porting set. All of this is described in Solution

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63 Chapter 7 Infor Workflow Admin Pages 7 You can perform a configuration of Infor Workflow through the Workflow Configuration page. The configuration page is available in the WebTop administration Console. Figure 7-1 Workflow Configuration

64 7-2 Infor Workflow Admin Pages Workflow Login Under the topic Login Configuration you can specify two parameters. In the first field you can specify the Workflow server. When a user creates a user profile this server is the default. In the second field you can specify whether or not a user may specify a password. By default, the password is stored encoded in the user profile. Workflow refresh Under the topic Refresh Configuration you can specify the refresh parameters. The first parameter specifies whether the refresh mechanism must be activated when the WebTop is started. By default this option is disabled and the user must refresh the work list. However, the work list is always refreshed after an action of the user. The second parameter specifies whether the work list is refreshed automatically. If this parameter is not checked, the user sees a message in the work list title bar that the work list is out of sync. The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync. Workflow update At this moment we have two versions of the iflow server. For each version, a specific Workflow integration component (iflow.jar) needs to be deployed in the <webapp>\web-inf\lib directory. In the resource directory two Workflow integration components are shipped: the iflow87.jar (iflow 6.2 build 87) and the iflow110.jar (iflow 6.2 build 110). Infor WebTop 8.4 uses default iflow.jar belonging to iflow version 6.2 build 110. For future releases of iflow, you can deploy a wfupdate web application from which you can download the correct iflow.jar. The wfupdate web application is also used by the Infor WorkTop onwards. To test the wfupdate web application you can use the following URLs: This call returns the version text in the version.txt file and the location where it searches for the iflow.jar file. This call downloads the iflow.jar file to a location that you can specify.

65 Figure 7-2 Update Workflow Integration Component Infor Workflow Admin Pages 7-3

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67 Appendix A System Requirements A This appendix supplies information about the web server system requirements and the desktop system requirements. For more specific information, refer to System requirements for the web server Required disk space The required disk space is calculated as follows. Required disk space Component Required disk space (MB) WebTop Code 34 Infor ERP Online Help documents (for each language) WebTop form cache (for each package combination and for each language) Total 274 Note: When the complete set of Infor ERP forms is exported and converted on the Infor WebTop server system, an additional temporary size of 1GB disk space is required.

68 A-2 System Requirements Java servlet container The web server requires a Java servlet container that implements servlet API 2.2 or higher. The table below lists a number of servlet containers and application servers supported with Infor WebTop. These servlet containers are supported on various Operating Systems. For information about the supported Operation Systems, refer to the servlet container s documentation. Supported Java servlet containers Product WebSphere v6 Provider IBM: Note: WebTop supports WebSphere v6. However, the ERP LN Report Viewer requires Tomcat 5.0 or higher. For details, refer to Chapter 4, Install ERP LN Report Viewer. Tomcat 4.1, Tomcat 5.x Note: Apache: WebTop supports Tomcat 4.1. However, the ERP LN Report Viewer requires Tomcat 5.0 or higher. For details, refer to Chapter 4, Install ERP LN Report Viewer. J2SE v 1.4.2_13 (or up) SUN: Environment variables DISPLAY On Linux/Unix-systems, the DISPLAY environment variable must be set to see the charts of Infor ERP LN 6.1. These chart images are generated on the web server.

69 System Requirements A-3 USER The USER environment variable must be filled with the login name specified during the installation of the database connection. For details, refer to Chapter 4, Install ERP LN Report Viewer. Points of attention: In Windows, add this variable to the system variables and reboot the WebTop server. This ensures Tomcat recognizes the new variable. In Linux, you can add the USER variable to the Tomcat startup scripts. System requirements for the desktop The following software is required on the desktop system: Windows 2000 or Windows XP, or Red Hat Linux 8.0 and up, and SuSe Linux 9.0 and up. Note: On Linux local resources, such as printers, ODM are not supported. Internet Explorer 6.0 or higher, or Mozilla Firefox 1.0 or higher. Sun Java Virtual Machine 1.4.2_13 or higher. Hardware requirements: Minimum: Pentium III CPU 600 MHz, 128MB internal memory. Recommended: Pentium IV CPU 2 GHz or faster, 256MB internal memory.

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71 Appendix B Instructional Deployment Examples B This appendix contains several examples to deploy Infor WebTop. Deploy WebTop on IBM WebSphere Express v6 Before you begin the deployment of WebTop, consult the IBM WebSphere v6 documentation and make sure that you have: An HTTP Server up and running (for example IBM HTTP Server or IIS) IBM WebSphere v6 up and running Make sure that the HTTP Server is able to connect to the IBM WebSphere installation (plug-in setup). Next, take the following steps: 1 Start the IBM WebSphere Administrative Console. 2 Open the Applications node. 3 Click Install New Application.

72 B-2 Instructional Deployment Examples Figure B-1 Install New Application 4 In the next screen, locate the webtop.war file, and determine the <webtoproot> by filling the Context Root field. Figure B-2 New Application Parameters 5 Press Next. 6 In the next screen also press Next. 7 In the Application Security Warnings screen press Continue. 8 The following screen contains a 4-step wizard. Press Next to proceed to step 2. 9 Step 2 is an important step. In this setup you must ensure that the WebTop module is also configured in the plug-in configuration file. Select the WebTop module (checkbox). And select the web server in the list box. Press Apply. Then press Next. Figure B-3 Map modules to servers 10 Press Next at step 3.