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SINUMERIK
SINUMERIK 840D sl/840D
eP-Satellite server
Operating Instructions
Valid for:
eP-Satellite Server Version V4.9.0.3 SL10
07/2010
Preface
Product information
1
Requirements for operation
2
Release management - eP-
Satellite server
3
Release management - ePS
Reporting Services
4
Release management -
Updating the eP-Satellite
server
5
Operation management -
System in operation
6
Appendix
A
Legal information
Legal information
Warning notice system
This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent
damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert
symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are
graded according to the degree of danger.
DANGER
indicates that death or severe personal injury will result if proper precautions are not taken.
WARNING
indicates that death or severe personal injury may result if proper precautions are not taken.
CAUTION
with a safety alert symbol, indicates that minor personal injury can result if proper precautions are not taken.
CAUTION
without a safety alert symbol, indicates that property damage can result if proper precautions are not taken.
NOTICE
indicates that an unintended result or situation can occur if the corresponding information is not taken into
account.
If more than one degree of danger is present, the warning notice representing the highest degree of danger will
be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to
property damage.
Qualified Personnel
The product/system described in this documentation may be operated only by personnel qualified for the specific
task in accordance with the relevant documentation for the specific task, in particular its warning notices and
safety instructions. Qualified personnel are those who, based on their training and experience, are capable of
identifying risks and avoiding potential hazards when working with these products/systems.
Proper use of Siemens products
Note the following:
WARNING
Siemens products may only be used for the applications described in the catalog and in the relevant technical
documentation. If products and components from other manufacturers are used, these must be recommended
or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and
maintenance are required to ensure that the products operate safely and without any problems. The permissible
ambient conditions must be adhered to. The information in the relevant documentation must be observed.
Trademarks
All names identified by ® are registered trademarks of the Siemens AG. The remaining trademarks in this
publication may be trademarks whose use by third parties for their own purposes could violate the rights of the
owner.
Disclaimer of Liability
We have reviewed the contents of this publication to ensure consistency with the hardware and software
described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the
information in this publication is reviewed regularly and any necessary corrections are included in subsequent
editions.
Siemens AG
Industry Sector
Postfach 48 48
90026 NÜRNBERG
GERMANY
Ⓟ 08/2010
Copyright © Siemens AG 2010.
Technical data subject to change
eP-Satellite server
Operating Instructions, 07/2010 3
Preface
SINUMERIK documentation
The SINUMERIK documentation is organized in 3 parts:
● General documentation
● User documentation
● Manufacturer/Service documentation
Information on the following topics is available at
http://www.siemens.com/motioncontrol/docu:
● Ordering documentation
Here you can find an up-to-date overview of publications.
● Downloading documentation
Links to more information for downloading files from Service & Support.
● Researching documentation online
Information on DOConCD and direct access to the publications in DOConWEB.
● Compiling individual documentation on the basis of Siemens contents with the My
Documentation Manager (MDM), refer to http://www.siemens.com/mdm.
My Documentation Manager provides you with a range of features for generating your
own machine documentation.
● Training and FAQs
Information on our range of training courses and FAQs (frequently asked questions) are
available via the page navigation.
Target group
This manual is intended for use by planners, project engineers, technicians, fitters,
programmers, commissioning personnel, machine operators, and service and maintenance
personnel.
Benefits
The operating instructions provide information on the components so that the target group is
capable of installing, setting up, testing, commissioning, operating, and troubleshooting the
products/system correctly and without danger.
Utilization phase: Planning and configuration phase, implementation phase, setup and
commissioning phase, application phase, maintenance and service phase.
Preface
eP-Satellite server
4 Operating Instructions, 07/2010
Standard scope
This documentation only describes the functionality of the standard version. Additions or
revisions made by the machine manufacturer are documented by the machine manufacturer.
Other functions not described in this documentation might be executable in the control. This
does not, however, represent an obligation to supply such functions with a new control or
when servicing.
For the sake of simplicity, this documentation does not contain all detailed information about
all types of the product and cannot cover every conceivable case of installation, operation, or
maintenance.
Questions about the manual
If you have any queries (suggestions, corrections) in relation to this documentation, please
fax or e-mail us:
Fax +49 9131 98 2176
E-mail docu.motioncontrol@siemens.com
A fax form is available at the end of this document.
Service & Support
If you have any technical questions, please contact our hotline:
Europe / Africa
Phone +49 911 895 7222
Fax +49 911 895 7223
For connections with German fixed-line numbers dialed from abroad, the regional telephone rates
and conditions apply.
Internet http://www.siemens.com/automation/support-request
America
Phone +1 423 262 2522
Fax +1 423 262 2200
E-mail techsupport.sea@siemens.com
Asia/Pacific
Phone +86 1064 75 75 75
Fax +86 1064 74 74 74
E-mail support.asia.automation@siemens.com
Preface
eP-Satellite server
Operating Instructions, 07/2010 5
Note
Country-specific telephone numbers for technical support are provided under the following
Internet address: http://www.siemens.com/automation/partner
SINUMERIK Internet address
http://www.siemens.com/sinumerik
Preface
eP-Satellite server
6 Operating Instructions, 07/2010
eP-Satellite server
Operating Instructions, 07/2010 7
Table of contents
Preface ...................................................................................................................................................... 3
1 Product information.................................................................................................................................... 9
1.1 eP-Satellite product overview ........................................................................................................9
1.2 Legal framework ............................................................................................................................9
2 Requirements for operation ..................................................................................................................... 11
2.1 Basic configuration: Server systems............................................................................................13
2.1.1 Installing the eP-Satellite database server ..................................................................................13
2.1.2 Installing the eP-Satellite external web server.............................................................................15
2.1.3 Installing the eP-Satellite internal web server..............................................................................16
2.1.4 Installing the eP-Satellite application render server.....................................................................17
2.1.5 Installing the eP-Satellite application reporting database server.................................................17
2.1.6 Installing the eP-Satellite application reporting web server .........................................................19
2.2 Change management - Basic ePS software and hardware.........................................................22
2.3 Change management - Software updates ...................................................................................23
2.4 Security management - Certificates.............................................................................................23
2.5 Configuration example: Server systems ......................................................................................23
2.6 Infrastructure engineering............................................................................................................25
2.7 Implementation example: IT infrastructure ..................................................................................26
3 Release management - eP-Satellite server ............................................................................................. 29
3.1 Preparing for installation ..............................................................................................................30
3.2 Installing the eP-Satellite server software....................................................................................33
3.3 Configuring the internal eP-Satellite web server..........................................................................37
3.4 Configuring the external eP-Satellite web server.........................................................................44
3.5 Database logging .........................................................................................................................48
3.6 Activating PKI login ......................................................................................................................53
3.7 First commissioning of the eP-Satellite and testing of its functions.............................................56
3.8 Configuring the connection ..........................................................................................................60
3.9 Installing Render Services ...........................................................................................................62
4 Release management - ePS Reporting Services..................................................................................... 67
4.1 Introduction ..................................................................................................................................67
4.2 Configuring Microsoft Reporting Services ...................................................................................67
4.3 Installing ePS Reporting Services................................................................................................73
4.4 Final steps....................................................................................................................................75
4.4.1 Settings in the virtual directories..................................................................................................75
4.4.2 Testing the ePS Reporting Services installation..........................................................................77
Table of contents
eP-Satellite server
8 Operating Instructions, 07/2010
5 Release management - Updating the eP-Satellite server ........................................................................79
5.1 Updating the eP-Satellite ............................................................................................................ 79
5.2 Installing the eP-Satellite server software................................................................................... 80
5.3 Configuring the external eP-Satellite web server........................................................................ 83
5.4 Database logging ........................................................................................................................ 84
5.5 Activating PKI login ..................................................................................................................... 87
5.6 ePS Render Services.................................................................................................................. 87
5.7 Reporting Services...................................................................................................................... 89
5.7.1 Installing ePS Reporting Services............................................................................................... 89
5.7.2 Testing the ePS Reporting Services installation......................................................................... 91
6 Operation management - System in operation......................................................................................... 93
6.1 Business Administration.............................................................................................................. 93
6.2 Business Administration functions .............................................................................................. 94
6.3 Exporting/Importing a machine configuration.............................................................................. 98
A Appendix................................................................................................................................................ 101
A.1 Abbreviations ............................................................................................................................ 101
A.2 Feedback on the documentation............................................................................................... 101
Index...................................................................................................................................................... 105
eP-Satellite server
Operating Instructions, 07/2010 9
Product information 1
1.1 eP-Satellite product overview
Overview
eP-Satellite is part of the ePS Network Services product portfolio. It is chiefly intended for
use by customers who require a high level of data confidentiality and would, therefore, be
unwilling to store information in a location outside of their direct sphere of influence. The
customer is entirely responsible for the operation of the eP-Satellite product and the server
system required for this purpose. This scope of responsibility shall also include all aspects of
availability, data integrity, IT system administration, and the IT infrastructure. (Other persons
permitted to undertake these duties may be designated by the customer.)
This document describes aspects that are particularly associated with the IT-related tasks
required during the preparation phase and while the product is in use. The pictures shown in
this documentation serve for visualization purposes only. The values and texts shown in the
pictures must not be used during the installation!
1.2 Legal framework
Overview
A license agreement between Siemens AG and the user provides the legal framework
governing the use of eP-Satellite.
Product information
1.2 Legal framework
eP-Satellite server
10 Operating Instructions, 07/2010
eP-Satellite server
Operating Instructions, 07/2010 11
Requirements for operation 2
System overview
Currently, at least two physical servers are recommended for operating the eP-Satellite
product. Depending on the functions you require, up to six separate server systems may be
necessary. The servers used reflect the main eP-Satellite functions and are summarized in
the table below.
The tables below provide a summary of the basic software necessary for operating eP-
Satellite, depending on the product version being used. The use of other versions of the
basic software specified in the tables are not supported.
Server Function Minimum requirements
eP-Satellite
database server
Saving and managing all
machine data
MS Windows Server 2003 Enterprise Edition,
English
MS SQL Server 2005 Enterprise Edition,
English, incl. SP2
.NET Framework 2.0, English
.NET Framework 3.0, English
eP-Satellite External
Web Server
Communications with
the ASP server for
support cases
MS Windows Server 2003 Enterprise Edition,
English
MS IIS 6.0 (part of the OS)
.NET Framework 2.0, English
.NET Framework 3.0, English
.NET Framework 3.5, English
Internal eP-Satellite web
server
Making the eP-Satellite
websites available to
service PCs and
machine control systems
MS Windows Server 2003 Enterprise Edition,
English
MS IIS 6.0 (part of the OS)
.NET Framework 2.0, English
.NET Framework 3.0, English
.NET Framework 3.5, English
eP-Satellite application
render server (optional)
Machine control systems
for supporting
SINUMERIK
solution line
MS Windows Server 2003 Enterprise Edition,
English
MS IIS 6.0 (part of the OS)
Internet Explorer 6 (it is essential that this
version is used)
.NET Framework 2.0, English
.NET Framework 3.0, English
.NET Framework 3.5, English
Requirements for operation
eP-Satellite server
12 Operating Instructions, 07/2010
Server Function Minimum requirements
eP-Satellite application
reporting database
server
(optional)
Saving and managing
information relating to
reporting
MS Windows Server 2003 Enterprise Edition,
English
MS SQL Server 2005 Enterprise Edition,
English, incl. SP2
.NET Framework 2.0, English
eP-Satellite application
reporting web server
(optional)
Preparing and displaying
reporting information
with the aid of reports
MS Windows Server 2003 Enterprise Edition,
English
MS IIS 6.0 (part of the OS)
MS SQL Server 2005 Reporting Services (web
services) incl. SP2
.NET Framework 2.0, English
.NET Framework 3.0, English
.NET Framework 3.5, English
Note
The instructions that follow assume that all server systems are members of an active
directory domain.
In order to unzip each of the installation packages, a data compression program that
supports both .zip and .cab archives must be installed on all of the servers.
When calculating the size of the database, the following event sizes apply:
Event Size in KB
(estimation)
TE Trigger event (size dependent on optional file upload) 470
EH Event history entry 70
SC Service case (fault message) 65
AC Archive components (PLC archive, NC archive) 645
UAT Universal axis test 1.085
GLT Equability axis test 350
KFT Circularity test 450
MT Maintenance ticket 320
MTT Maintenance ticket template 350
Alarm model, 5 to 7 MB 6.000
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
Operating Instructions, 07/2010 13
2.1 Basic configuration: Server systems
2.1.1 Installing the eP-Satellite database server
Installing the eP-Satellite database server
Relevant servers eP-Satellite database server
In order to install Microsoft SQL Server 2005, the operating system must be fully set up and
configured. The installation program checks the Microsoft Support and .Net files; it will
subsequently install them if required. The warning informing you that IIS is missing, which
appears during setup, can be ignored on this server.
Perform the setup procedure as follows:
Components to Install SQL Server Database Services
Workstation components, Books Online
and development tools
Instance Name Default or Named instance
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
14 Operating Instructions, 07/2010
Service Account Use the built-in System account
Local system:
SQL Server
SQL Server Agent
SQL Browser
Authentication Mode Mixed Mode
Enter the password from the data sheet
under "Enter password".
Collation settings SQL collations:
Dictionary order, case-insensitive, for use
with 1252 Character Set
Once installation is complete, you will still need to install the Microsoft SQL Server service
packs described in the general system requirements, as well as the latest safety patches.
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
Operating Instructions, 07/2010 15
Configuring the SQL Server following installation
Cross Database Ownership In the SQL Server Management Studio,
right-click the database instance, select
"Properties", and activate the "Cross
database ownership chaining" option
under the "Security" menu command.
Remote Connections In the SQL Server Management Studio,
right-click the database instance, select
"Properties", and activate the "Allow
remote connections to this server"
option under the "Connections" menu
command.
Note
The eP-Satellite system consists of a total of six databases which - in general - can only be
saved at different times. To be able to restore all databases to the same level, it is necessary
that a "Point in Time Restore" can be executed. A prerequisite for this are transaction logs.
These should, therefore, also be saved separately.
2.1.2 Installing the eP-Satellite external web server
Relevant servers eP-Satellite External Web Server
IIS must be installed on the web servers before the eP-Satellite can be installed.
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
16 Operating Instructions, 07/2010
To do this, add the Windows "Application Server" component. ASP.NET will also need to be
installed in order to carry out basic installation of the application server.
The images below show all the components required:
2.1.3 Installing the eP-Satellite internal web server
Relevant servers Internal eP-Satellite web server
IIS must be installed on the web servers before the eP-Satellite can be installed.
To do this, add the Windows "Application Server" component. ASP.NET will also need to be
installed in order to carry out basic installation of the application server.
The images below show all the components required:
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
Operating Instructions, 07/2010 17
2.1.4 Installing the eP-Satellite application render server
Relevant servers eP-Satellite application render server
IIS must be installed on the web servers before the eP-Satellite can be installed.
To do this, add the Windows "Application Server" component. ASP.NET will also need to be
installed in order to carry out basic installation of the application server.
The images below show all the components required:
2.1.5 Installing the eP-Satellite application reporting database server
Relevant servers eP-Satellite application reporting database server
In order to install Microsoft SQL Server 2005, the operating system must be fully set up and
configured. The installation program checks the Microsoft Support and .Net files; it will
subsequently install them if required.
The warning informing you that IIS is missing, which appears during setup, can be ignored
on this server.
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
18 Operating Instructions, 07/2010
Procedure
Perform the setup procedure as follows:
Components to Install SQL Server Database Services
Analysis Services
Notification Services
Integration Services
Workstation components, Books Online
and development tools
Instance Name Default or Named instance
Service Acount Use the built-in System account
Local system:
SQL Server
Analysis Services
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
Operating Instructions, 07/2010 19
Authentication Mode Mixed Mode
Enter the "sa" password from the data
sheet under "Enter password".
Collation settings Accent-sensitive
Dictionary order, case-insensitive, for
use with 1252 Character Set
2.1.6 Installing the eP-Satellite application reporting web server
Relevant servers eP-Satellite application reporting web server
Installing IIS
IIS must be installed on the web servers before the eP-Satellite can be installed. To do this,
add the Windows "Application Server" component. ASP.NET will also need to be installed in
order to carry out basic installation of the application server.
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
20 Operating Instructions, 07/2010
The images below show all the components required:
Installing the database components
A few additional database server components are installed for the eP-Satellite reporting web
server. The settings for each are described below:
The installation program checks the Microsoft Support and .Net files and installs them if
required.
Requirements for operation
2.1 Basic configuration: Server systems
eP-Satellite server
Operating Instructions, 07/2010 21
Components to Install SQL Server Database Services
Reporting Services
Workstation components, Books Online
and development tools
Instance Name Default or Named instance
Service Account Use the built-in System account
Local system:
SQL Server
Reporting Services
Requirements for operation
2.2 Change management - Basic ePS software and hardware
eP-Satellite server
22 Operating Instructions, 07/2010
Authentication Mode Mixed Mode
Enter the "sa" password from the data
sheet under "Enter password".
Collation Settings Accent-sensitive
Dictionary order, case-insensitive, for use
with 1252 Character Set
Following this, select the default configuration for the report server and deactivate "Error and
Usage Report Settings".
2.2 Change management - Basic ePS software and hardware
Overview
Minimum requirements for the eP-Satellite server HW configuration are redefined at specific
intervals. The cycles for releasing the new minimum requirements are determined by ePS &
RTS. These are generally defined when a new version of eP-Satellite is released; they
should always be considered as a guide value.
Requirements for operation
2.3 Change management - Software updates
eP-Satellite server
Operating Instructions, 07/2010 23
2.3 Change management - Software updates
Overview
eP-Satellite users have sole responsibility for the availability and security of the servers
being operated. This is particularly pertinent if the service packs and security patches or
virus signatures provided by the basic software manufacturers have not been installed on the
eP-Satellite servers.
The security patches supplied monthly by Microsoft are checked by the ASP server operator
for compatibility with the current version of the ePS network services through an internal
system test and then released. An overview of the patch compatibility is generally given
shortly after the release of the security patch on the Service & Support Portal of Siemens
Industry Automation and Drive Technologies.
Users assume full responsibility for any consequences resulting from machine releases or
the sending of file attachments, etc., from an eP-Satellite server to a third-party organization.
2.4 Security management - Certificates
Internal and external eP-Satellite server: Certificate
The HTTPS protocol is used for internal communications between the eP-Satellite server
and machine controls. The operator himself is responsible for procurement and installation of
the required 128 bit certificates. An official SSL web server certificate of a worldwide
renowned certifier such as Verisign is required for save communications between the web
server and the machines.
Necessity of certificates for server/server communication
The HTTPS protocol is also used for communications between the eP-Satellite server and
the ePS Network Service server.
2.5 Configuration example: Server systems
Scope of functions
The tables below show an example of an eP-Satellite system's hardware configuration and
full scope of functions.
The exact service specifications for the servers mentioned above will depend on how eP-
Satellite is to be used (e.g. number of machines logged on, number of monitored states,
number of saved events); therefore, the tables have been provided solely as a guide. eP-
Satellite users define their own specific requirements for the servers used as appropriate for
their own environments.
Requirements for operation
2.5 Configuration example: Server systems
eP-Satellite server
24 Operating Instructions, 07/2010
eP-Satellite External Web Server
Component Number/Type
Processor 1 x Intel dual-core, 3 GHz
Memory 2 GB RAM
HDD memory OS 2 x 73 GB, 10,000 rpm (RAID1)
HDD memory log files 2 x 73 GB, 10,000 rpm (RAID1)
Internal eP-Satellite web server
Component Number/Type
Processor 1 x Intel dual-core, 3 GHz
Memory 2 GB RAM
HDD memory OS 2 x 73 GB, 10,000 rpm (RAID1)
HDD memory log files 2 x 73 GB, 10,000 rpm (RAID1)
eP-Satellite database server
Component Number/Type
Processor 1 x Intel dual-core, 3 GHz
Memory 4 GB RAM
HDD memory OS 2 x 73 GB, 10,000 rpm (RAID1)
SQL transaction logs 2 x 73 GB, 10,000 rpm (RAID1)
HDD memory SQL data 4 x 200 GB, 10,000 rpm (RAID10)
eP-Satellite application render server
Component Number/Type
Processor 1 x Intel dual-core, 3 GHz
Memory 2 GB RAM
HDD memory OS 2 x 73 GB, 10,000 rpm (RAID1)
HDD memory log files 2 x 73 GB, 10,000 rpm (RAID1)
eP-Satellite application reporting database server
Component Number/Type
Processor 1 x Intel dual-core, 3 GHz
Memory 2 GB RAM
HDD memory OS 2 x 73 GB, 10,000 rpm (RAID1)
SQL transaction logs 2 x 73 GB, 10,000 rpm (RAID1)
HDD memory log files 2 x 146 GB, 10,000 rpm (RAID1)
Requirements for operation
2.6 Infrastructure engineering
eP-Satellite server
Operating Instructions, 07/2010 25
eP-Satellite application reporting web server
Component Number/Type
Processor 1 x Intel dual-core, 3 GHz
Memory 2 GB RAM
HDD memory OS 2 x 73 GB, 10,000 rpm (RAID1)
HDD memory log files 2 x 73 GB, 10,000 rpm (RAID1)
2.6 Infrastructure engineering
Overview
Certain minimum requirements in respect of the IT infrastructure must be met in order to
operate the eP-Satellite server. These are outlined below.
Internet connection
A minimum requirement is that the eP-Satellite web server has an official IP address and can
be accessed by ePS Network Services servers via the Internet.
ePS Network Services servers communicate exclusively using port 443 and the HTTPS
protocol. ePS Network Services servers use a valid Class 3 certificate for SSL encryption,
which is mandatory.
Bandwidth required
The minimum Internet connection bandwidth required for communications between ePS
Network Services servers and the eP-Satellite server is 512 kbit/s.
Protocols used
The HTTPS and SOAP protocols are used for all communication taking place within the eP-
Satellite system architecture.
Requirements for operation
2.7 Implementation example: IT infrastructure
eP-Satellite server
26 Operating Instructions, 07/2010
2.7 Implementation example: IT infrastructure
Communication paths
The communication paths used are shown in the graphic below:
K1, K2
Communications between:
Protocol:
Type:
Purpose:
Specification:
eP-Satellite server and ePS Network Services server
HTTPS, SOAP over VPN
Permanent (mandatory)
E.g. for changes to organization data
WSDL 1, WSDL 2
K3
Communications between:
Protocol:
Type:
Purpose:
Specification:
eP-Satellite server and ePS Network Services server
HTTPS, SOAP over VPN
Dependent on requirements
Service case
WSDL 3, remote access
Requirements for operation
2.7 Implementation example: IT infrastructure
eP-Satellite server
Operating Instructions, 07/2010 27
K4
Communications between:
Protocol:
Type:
Purpose:
Specification:
ePS Network Services client (type 1) and eP-Satellite server
HTTPS, SOAP
Permanent
Using ePS Network Services
WSDL 4
K5
Communications between:
Protocol:
Type:
Purpose:
Specification:
ePS Network Services client (type 2) and eP-Satellite server
HTTPS, SOAP
Permanent
Using ePS Network Services
WSDL 5
K6, K7
Communications between:
Protocol:
Type:
Purpose:
Specification:
eP-Satellite application server and DC portal server
HTTPS, SOAP
Permanent
Making ePS Reports available
WSDL 6, 7
K8
Communications between:
Protocol:
Type:
Purpose:
Specification:
eP-Satellite external web server and
eP-Satellite database server
TCP, ADO.NET
Permanent
Using ePS Network Services for the support
---
Figure 2-1 Example: IT infrastructure
Requirements for operation
2.7 Implementation example: IT infrastructure
eP-Satellite server
28 Operating Instructions, 07/2010
eP-Satellite server
Operating Instructions, 07/2010 29
Release management - eP-Satellite server 3
Overview
The software to be installed comprises the following components:
Installation package Designation
Server installation package server_install_Satellite_x.x.x.x.cab
Extension services svc_install_x.x.x.x.cab
Patches (where applicable) E.g. MHScript_Patchxx_x.x.x.x.cab
Language packages server_install_lng_yy_x.x.x.x.cab
Render server package RenderServer_x.x.x.x.msi
Reporting server package Reporting_install_Satellite_x.x.x.x.cab
Genesis server package genesis_x.x.x.x.msi
Online help OH_YYY
Fonts ARIAlUNI.TTF, mssong.ttf
General preconditions
In order install the eP-Satellite, the servers must already have been installed as described in
Section Basic configuration: Server systems (Page 13). This includes installation of the latest
safety patches and updates.
NOTICE
Symbols in the text
In the instructions that follow, several areas of text are marked with % symbols. The values
that correspond to these can be found on the installation insert and must be inserted in the
areas of text accordingly (with the % symbols omitted).
Release management - eP-Satellite server
3.1 Preparing for installation
eP-Satellite server
30 Operating Instructions, 07/2010
3.1 Preparing for installation
Precondition
Table 3- 1 Installing the fonts
eP-Satellite External Web Server
eP-Satellite Internal Web Server
Relevant servers
eP-Satellite application reporting web server
Before installing the server software, the "Arial Unicode MS" and "MS Song Truetype" fonts
must be installed on the relevant servers. To do this, you need to copy files "ARIALUNI.TTF"
and "mssong.ttf" into the "C:\Windows\Fonts" directory.
Table 3- 2 Installing Dundas Web Chart
eP-Satellite Internal Web Server
Relevant servers
In order that the PC user interface of the eP-Satellite functions error-free, the Dundas Web
Chart software, Version 3.1.0.1572 must be installed on the internal web server.
Any directory can be selected as installation path, as all DLLs, which are copied to the
system when installing, are registered in the GAC.
Creating the required users and groups
Global group bizAdmin
Users in bizAdmin group Any name and password
Configuring the .Net framework (aspnet.config)
eP-Satellite External Web Server
Relevant servers
eP-Satellite Internal Web Server
NOTICE
For multiprocessor systems only!
File aspnet.config can be found in the Windows installation directory under Microsoft.NET
(C:\WINDOWS\Microsoft.NET\Framework\v2.0.5072)
Release management - eP-Satellite server
3.1 Preparing for installation
eP-Satellite server
Operating Instructions, 07/2010 31
The workstation collector is used for the eP-Satellite. This is activated by entering the
following in file aspnet.config:
<configuration>
<runtime>
<gcServer enabled="false"/>
<gcConcurrent enabled="false"/>
</runtime>
</configuration>
Configuring the .Net framework (web.config)
eP-Satellite External Web Server Relevant servers
eP-Satellite Internal Web Server
File web.config can be found in the Windows installation directory under Microsoft.NET
(C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\CONFIG)
You need to adapt this (in the <httpHandlers> section): by adding .epdf as a file extension:
<add path="*.epdf"
verb="*" type="System.Web.UI.PageHandlerFactory" validate="True"/>
The entry should appear before or after the entry for .aspx and must in all cases appear
before any other entries that would also incorporate *.epdf, such as *.*.
The line below this also needs to be adapted or added.
Important! Pay attention to upper and lower cases.
The value for parameter minLocalRequestFreeThreads equals 64 * the number of logic
processors in the server. None of the other values take the number of processors into
account. If there is as yet no <httpRuntime> section in file web.config, this will need to be
inserted.
Example of a web server with a processor in the <system.web> section between
</httpHandlers> and <httpModules>:
<httpRuntime executionTimeout="600" maxRequestLength="128000"
minLocalRequestFreeThreads="64"/>
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3.1 Preparing for installation
eP-Satellite server
32 Operating Instructions, 07/2010
Adapting the settings file
eP-Satellite External Web Server
eP-Satellite Internal Web Server
eP-Satellite application reporting web server
Relevant servers
eP-Satellite application reporting database server
The settings file contains all the settings required for installation. This file, called
satellite.settings, can be found in the unzipped installation package under: tools\install\
<!-- Persistence settings -->
<<NAME=SqlInstanceMain; FILE=*.*; VALUE="%Database\(Instance)%"; >>
<<NAME=SqlInstanceReporting; FILE=*.*;
VALUE="%ReportingDatabase\(ReportingInstance)%"; >>
<<NAME=SqlInstanceLogging; FILE=*.*; VALUE="%Database\(Instance)%"; >>
<!-- Authorization -->
<<NAME=Authorization; FILE=\Webs\BA\Web.Config.tmpl; VALUE= <allow
roles="%Domain%\bizAdmin"/><deny users="*" />; >>
<!--------------------------------------------------------->
<!-- Settings for Reporting Application (V4.4 and later) -->
<!--------------------------------------------------------->
<< NAME=ReportingServerUrl; FILE=*.*; VALUE=localhost/ReportServer; >>
<< NAME=ReportServiceCommAvailable; FILE=*.*; VALUE=TRUE; >>
<< NAME=DeploymentDirectory; FILE=*.*;
VALUE=C:\ePS_Services\ePS_Reporting\epsReportingSSIS; >>
<< NAME=EpsReportingWebService; FILE=*.*; VALUE=https://%Reporting-
URL%/epsReportingServiceComm/epsReportingServiceV1.asmx; >>
<< NAME=MicrosoftReportingWebService; FILE=*.*; VALUE= https://%Reporting-
URL%/ReportServer/ReportService2005.asmx;>>
<< NAME=ssrsBinDir; FILE=*.*; VALUE=C:\Program Files\Microsoft SQL
Server\%MSSQL.2%\Reporting Services\ReportServer\bin;>>
<< NAME=vsReportingBinDir; FILE=*.*; VALUE=C:\Program Files\Microsoft Visual Studio
8\Common7\IDE\PrivateAssemblies;>>
<!-------------------------------------------------------------------->
<!-- Additional Settings for Reporting Application (V4.5 and later) -->
<!-------------------------------------------------------------------->
<< NAME=AcrobatReaderPath; FILE=*.*; VALUE=C:\Program Files\Adobe\Reader
8.0\Reader\AcroRd32.exe; >>
<<NAME=ShowOfflineSynchronization; FILE=\Webs\Web.Config.tmpl; VALUE=<add
key="ShowOfflineSynchronization" value="True" />; >>
Release management - eP-Satellite server
3.2 Installing the eP-Satellite server software
eP-Satellite server
Operating Instructions, 07/2010 33
3.2 Installing the eP-Satellite server software
Installing the database
Relevant servers eP-Satellite database server
Unzip the "Server_Install_Satellite_x.x.x.x.zip" archive: The installation package must be
located no more than one level below the drive letter; otherwise, installation problems
relating to the depth of the directory will arise. It must be ensured that none of the extracted
folders including subfolders has read-only access.
Example: C:\temp\server_install_x.x.x.x
The following batch files can be found under \persistance\install in the unzipped installation
package, and must be run in the following order:
Start the database installation TsBuild.bat /s %Database\(Instance)%
Start the logging database installation LoggingBuild.bat /s %Database\(Instance)%
Check the database versions CheckDbVersion.bat %Database\(Instance)%
>> C:\CheckDBVersion.log
Installing web services
eP-Satellite Internal Web Server Relevant servers
eP-Satellite External Web Server
The installation of the web service component is identical for the internal and the external
web server.
Creating the directory structure:
Figure 3-1 Directory structure
Release management - eP-Satellite server
3.2 Installing the eP-Satellite server software
eP-Satellite server
34 Operating Instructions, 07/2010
Unzip the "Server_Install_Satellite_x.x.x.x.zip" archive: The installation package must be
located no more than one level below the drive letter; otherwise, installation problems
relating to the depth of the directory will arise. It must be ensured that none of the extracted
folders including subfolders has read-only access.
Example: C:\temp\server_install_x.x.x.x
You must ensure that the unzipped installation package contains an adapted settings file
(under \tools\install). Following this, you need to run "install satellite_install.cmd".
Enter the following directory paths and confirm the queries as indicated in the table below:
Query Input
Install ePS Trigger Agent YES
Installationspfad %Installpath%\ePS_Services\Services\Version4
Database for logging %Database\(Instance)%
Create directories YES
Load assemblys to GAC YES
Installing language packages
Unzip Server_install_Ing_yy_x.x.x.x.cab (yy = language code for the relevant language)
Run setup_install_languages.bat under \tools\install\ in each unzipped package.
Installation path %Installpath%\ePS_Services\Services\Version4
Load assemblies to GAC YES
This exact procedure must be followed for all language packages. It is possible to do this for
more than one package at the same time. Once you have completed this process, you
should be able to see folders with each of the relevant language codes in the following
directory: %Installpath%\ePS_Services\Services\Version4\PC\bin
Installing MatLab
The operator must supply the MatLab component. The following steps must be carried out:
1. Install MatLab 2007a with MatLab Compiler on any Windows PC.
2. Once it has been successfully installed in directory:
C:\Program Files\MATLAB\R2007a\toolbox\compiler\deploy\win32
Copy file MCRInstaller.exe to the web server.
3. Close all service consoles (MMC services).
4. Run the copy of the MCRInstaller.exe file and install it with the settings below.
Installation path %Installpath%\ePS_Services\AppServer_V4\matlabruntime76
Language English
Restart the system.
Release management - eP-Satellite server
3.2 Installing the eP-Satellite server software
eP-Satellite server
Operating Instructions, 07/2010 35
Installing Genesis V2
Run installation package "genesis_x.x.x.x.msi".
Installation path %Installpath%\ePS_Services\AppServer_V4\Genesis_V2
Logging directory %Logpath%\ePS_Services\AppServer_V4\Genesis_V2\Log_Genensis
Edit the following entry in the %Installpath%\ePS_Services\AppServer_V4\Genesis_V2\UAT\
folder of file GenesisProcessingUnit.exe.config:
Line:
<value> %Logpath%\ePS_Services\AppServer_V4\Genesis_V2\Log_Genesis </value>
Replace with:
<value> %Logpath%\ePS_Services\AppServer_V4\Genesis_V2\Log_UAT\ </value>
Now restart the "ePS Genesis 2 PU" service.
Installing the privacy policy
Relevant servers eP-Satellite Internal Web Server
Note
In the case of a redundant configuration of the web servers, the installation of the data
protection declaration need only be executed on one web server.
The operator must provide and install the privacy policy.
This requires an xml file to be generated and transferred to the database using the
ePS.Business.CreateDpg.exe tool:
Datenschutzdatei.xml
<?xml version="1.0" encoding="UTF-8"?>
<dpgs>
<dpg dpgversion="01.01.01" creationtime="YYYY-MM-DD" dpgtext="deutscher Text der Datenschutz
Erklaerung" languagecode="de-DE"/>
<dpg dpgversion="01.01.01" creationtime="YYYY-MM-DD" dpgtext="English text for privacy policy"
languagecode="en-US"/>
<dpg dpgversion="01.01.01" creationtime="YYYY-MM-DD" dpgtext="deutscher Text der Datenschutz
Erklaerung" languagecode="de"/>
<dpg dpgversion="01.01.01" creationtime="YYYY-MM-DD" dpgtext="English text for privacy policy"
languagecode="en"/>
</dpgs>
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3.2 Installing the eP-Satellite server software
eP-Satellite server
36 Operating Instructions, 07/2010
This also requires the operator to enter the language codes used by IE, such as "EN-US" for
English (United States) and "ES-AR" for Spanish (Argentina) under "languagecode". The
general language codes "EN" and "DE" are provided as a fallback in the event that the more
specific ones cannot be used.
Note
The version numbers under "dpgversion" must be the same for all languages.
Following this, carry out the procedure described below under
\build\output\server\production\release\bin in the unzipped installation package:
ePS.Business.CreateDpg.exe /D:Database\(Instance) /F:Path\Datenschutzdatei.xml
Parameter /D specifies the database, /F the source file to be imported.
Installing online help
Table 3- 3 German
%Installpath%\ePS_Services\Services\Version4\Help\PC\de Create directory
Unzip archive OH_DEU.zip and copy the contents to the directory created
(shown above).
"HelpIndex.de-
de.xml"
%Installpath%\ePS_Services\Services\Version4\PC\Common\Help\
Edit HelpIndex.xml.
Replace "dummy.htm" with:
https://%Webservices-
URL%/Webservices/Version4/Help/PC/de/OnlineHilfe.htm
Save the file as "HelpIndex.de-de.xml".
Table 3- 4 For all other languages
%Installpath%\ePS_Services\Services\Version4\Help\PC\xx
Create directory
Unzip archive OH_YYY.zip and copy the contents to the directory created
(shown above).
"HelpIndex.yy-yy.xml" %Installpath%\ePS_Services\Services\Version4\PC\Common\Help\
Edit HelpIndex.xml.
Replace "dummy.htm" with:
https://%Webservices-
URL%/Webservices/Version4/Help/PC/yy/OnlineHilfe.htm
Save the file as "HelpIndex.yy-yy.xml".
"yy" must be replaced with the relevant language code in each case, such as EN-US for
English.
Release management - eP-Satellite server
3.3 Configuring the internal eP-Satellite web server
eP-Satellite server
Operating Instructions, 07/2010 37
Installation of VarMonData and Authentication Service
1. Unzip "svc_install_x.x.x.x.cab".
2. Execute "setup_productionsvc.bat" with the original settings file.
Note
Never specify the installation folder as version4.
3. The individual services are configured in the web.config files in the corresponding
subdirectories "Accounting", "AuthService", "RangNotificationService" and"VarMonData".
3.3 Configuring the internal eP-Satellite web server
Relevant servers eP-Satellite Internal Web Server
Web service extension
The ASP.Net 2.0 extension must be explicitly activated under IIS 6. Under "Add new Web
service extension" in the IIS Manager, specify the name and path for the associated file.
Designation Path
ASP.NET v2.0.50727 C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
Creating application pools
Create the following application pools in the Internet Information Services (IIS) Manager:
Designation Settings
.Net 2.0 Local System Account
Deactivate rapid-fail protection
Deactivate recycle worker process (in minutes)
Maximum virtual Memory 1024
.Net 2.0 PC Local System Account
Deactivate rapid-fail protection
Deactivate recycle worker process (in minutes)
Maximum virtual Memory 1024
.Net 2.0
SystemServiceComm
Local System Account
Deactivate rapid-fail protection
Deactivate recycle worker process (in minutes)
Maximum virtual Memory 1536
Release management - eP-Satellite server
3.3 Configuring the internal eP-Satellite web server
eP-Satellite server
38 Operating Instructions, 07/2010
Designation Settings
.Net 2.0 MHComm Local System Account
Deactivate rapid-fail protection
Deactivate recycle worker process (in minutes)
Maximum virtual Memory 1536
.Net 2.0 SVC Local System Account
Deactivate recycle worker process (in minutes)
Maximum virtual Memory 1536
Default website
Configure the default website in the Internet Information Services (IIS) Manager as follows:
Logging Activate all; any logging path can be selected.
Keepalive Activating
Indexing Deactivating
ASP.NET Changeover to version 2.0.50727.
Documents Add file Default.aspx under "Enable default content page".
Creating the Services virtual directory
In the Internet Information Services (IIS) Manager, under the default website, now create the
new virtual directory with the alias "Services", and the directory "Path:
%Installpath%\ePS_Services\Services\Version4" and the options "Read" and "Run scripts
(such as ASP)".
Then make the following configuration changes at this directory:
Services Redirect to: https://URL/Services/PC
Application pool: .NET 2.0
Documents: Add default.aspx at the first position
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
Release management - eP-Satellite server
3.3 Configuring the internal eP-Satellite web server
eP-Satellite server
Operating Instructions, 07/2010 39
Creating virtual directories
Create the following virtual directories in the Internet Information Services (IIS) Manager:
/Services/APIServices A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version
4\ApiServices
Read, Log Visits
Application Name APIServices
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/Services/HMI A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version
4\HPortal
Read, Log Visits
Application Name HMI
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/Services/MHC A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version
4\MHCProxy
Read, Log Visits
Application Name MHC
Execute permissions: Scripts only
Application pool: .NET 2.0 MHComm
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
Release management - eP-Satellite server
3.3 Configuring the internal eP-Satellite web server
eP-Satellite server
40 Operating Instructions, 07/2010
/Services/MHCProxy A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version
4\MHCProxy
Read, Log Visits
Application Name MHCProxy
Execute permissions: Scripts only
Application pool: .NET 2.0 MHComm
Activate anonymous access
Denied Access, granted 127.0.0.1
Ignore Client certificates
ASP.NET Version 2.0.50727
/Services/PC A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version
4\PPortal
Read, Log Visits
Application Name PC
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/Services/SatelliteComm A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version
4\SatelliteComm
Read, Log Visits
Application Name SatelliteComm
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Denied Access, granted 193.202.96.40 (ePS
Network Services ASPServer)
Activate SSL (incl. 128 bits)
Accept Client certificates
ASP.NET Version 2.0.50727
Release management - eP-Satellite server
3.3 Configuring the internal eP-Satellite web server
eP-Satellite server
Operating Instructions, 07/2010 41
/Services/SatelliteOperatingComm A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version
4\SatelliteOperatingComm
Read, Log Visits
Application Name SatelliteOperatingComm
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Denied Access, granted 193.202.96.40 (ePS
Network Services ASPServer)
Activate SSL (incl. 128 bits)
Accept Client certificates
ASP.NET Version 2.0.50727
/Webservices/ A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services
Read, Log Visits
Application Name Webservices
Execute permissions: Scripts only
Application pool: .NET 2.0
Documents: Add default.aspx at the first
position
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/Webservices/Version4 The designated directory
Read, Log Visits
Application Name Version4
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/WebServices/Version4/BA The designated directory
Read, Log Visits
Application Name BA
Execute permissions: Scripts only
Application pool: .NET 2.0
Integrated Windows authentication
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
Release management - eP-Satellite server
3.3 Configuring the internal eP-Satellite web server
eP-Satellite server
42 Operating Instructions, 07/2010
/Webservices/Version4/DynamicDownload The designated directory
Read, Log Visits
Application Name DynamicDownload
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
Select "Insert wildcard application map" and
add access to
C:\WINDOWS\Microsoft.NET\Framework\
v2.0.50727\aspnet_isapi.dll.
"Verify that file exists" must also be
deactivated:
/Webservices/ Version4/HMI The designated directory
Read, Log Visits
Application Name HMI
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/Webservices/Version4/HMIServiceComm The designated directory
Read, Log Visits
Application Name HMIServiceComm
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Denied Access, granted 127.0.0.1
Ignore Client certificates
ASP.NET Version 2.0.50727
/Webservices/Version4/MHC A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version
4\MHComm
Read, Log Visits
Application Name MHC
Execute permissions: Scripts only
Application pool: .NET 2.0 MHComm
Activate anonymous access
Denied Access, granted 127.0.0.1
Ignore Client certificates
ASP.NET Version 2.0.50727
Release management - eP-Satellite server
3.3 Configuring the internal eP-Satellite web server
eP-Satellite server
Operating Instructions, 07/2010 43
/Webservices/Version4/PC The designated directory
Read, Log Visits
Application Name PC
Execute permissions: Scripts only
Application pool: .NET 2.0 PC
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/Webservices/Version4/PCServiceComm The designated directory
Read, Log Visits
Application Name PCServiceComm
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Denied Access, granted 127.0.0.1
Ignore Client certificates
ASP.NET Version 2.0.50727
/Webservices/Version4/SystemServiceComm The designated directory
Read, Log Visits
Application Name SystemServiceComm
Execute permissions: Scripts only
Application pool: .NET 2.0
SystemServiceComm
Activate anonymous access
Denied Access, granted 127.0.0.1
Ignore Client certificates
ASP.NET Version 2.0.50727
/Webservices/Version4/ServiceRegistryService The designated directory
Read, Log Visits
Application Name ServiceRegistryService
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Ignore Client certificates
ASP.NET Version 2.0.50727
Release management - eP-Satellite server
3.4 Configuring the external eP-Satellite web server
eP-Satellite server
44 Operating Instructions, 07/2010
3.4 Configuring the external eP-Satellite web server
Relevant servers eP-Satellite External Web Server
Web Service Extension
The ASP.Net 2.0 extension must be explicitly activated under IIS 6. In the Internet
Information Services (IIS) Manager, under "Add new Web service extension", specify the
name and path to the associated file.
Designation Path
ASP.NET v2.0.50727 C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
Creating application pools
Create the following application pools in the Internet Information Services (IIS) Manager:
Designation Settings
.Net 2.0 Local System Account
Deactivate rapid-fail protection
Deactivate recycle worker process (in minutes)
Maximum virtual memory 1024
.Net 2.0 SystemServiceComm Local System Account
Deactivate rapid-fail protection
Deactivate recycle worker process (in minutes)
Maximum virtual memory 1536
Default website
Configure the default website in the Internet Information Services (IIS) Manager as follows:
Logging Activate all; any logging path can be selected
Keepalive Activating
Indexing Deactivating
ASP.NET Changeover to version 2.0.50727.
Documents Add file Default.aspx under "Enable default content page".
Creating the Services virtual directory
In the Internet Information Services (IIS) Manager, under the default website, now create the
new virtual directory with the alias "Services", and the directory "Path:
%Installpath%\ePS_Services\Services\Version4" and the options "Read" and "Run scripts
(such as ASP)".
Release management - eP-Satellite server
3.4 Configuring the external eP-Satellite web server
eP-Satellite server
Operating Instructions, 07/2010 45
Then make the following configuration changes at this directory:
Services Redirect to: https://URL/Services/PC
Application pool: .NET 2.0
Documents: Add default.aspx at the first position
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
Creating virtual directories
Create the following virtual directories in the Internet Information Services (IIS) Manager:
/Services/SatelliteComm A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version4\Sa
telliteComm
Read, Log Visits
Application Name SatelliteComm
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Denied Access, granted 193.96.202.40 (ePS
Network Services ASP server)
Activate SSL (incl. 128 bits)
Accept Client certificates
ASP.NET Version 2.0.50727
/Services/SatelliteOperatingComm A directory located on this computer
Local Path:
%Installpath%\ePS_Services\Services\Version4\Sa
telliteOperatingComm
Read, Log Visits
Application Name SatelliteOperatingComm
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Denied Access, granted 193.96.202.40 (ePS
Network Services ASP server)
Activate SSL (incl. 128 bits)
Accept Client certificates
ASP.NET Version 2.0.50727ASP.NET Version
2.0.50727
Release management - eP-Satellite server
3.4 Configuring the external eP-Satellite web server
eP-Satellite server
46 Operating Instructions, 07/2010
/Webservices/ A directory located on this computer
Local Path: %Installpath%\ePS_Services\Services
Read, Log Visits
Application Name Webservices
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/Webservices/Version4 The designated directory
Read, Log Visits
Application Name Version4
Execute permissions: Scripts only
Application pool: .NET 2.0
Activate anonymous access
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/WebServices/Version4/BA The designated directory
Read, Log Visits
Application Name BA
Execute permissions: Scripts only
Application pool: .NET 2.0
Integrated Windows authentication
Activate SSL (incl. 128 bits)
Ignore Client certificates
ASP.NET Version 2.0.50727
/Webservices/Version4/SystemServiceCom
m
The designated directory
Read, Log Visits
Application Name SystemServiceComm
Execute permissions: Scripts only
Application pool: .NET 2.0 SystemServiceComm
Activate anonymous access
Denied Access, granted 127.0.0.1
Ignore Client certificates
ASP.NET Version 2.0.50727
Configuring the SMTP service
If the web server is also used for sending e-mails, the default SMTP virtual server for IIS
must be configured in the Internet Information Services (IIS) Manager.
Release management - eP-Satellite server
3.4 Configuring the external eP-Satellite web server
eP-Satellite server
Operating Instructions, 07/2010 47
The most important settings for the SMTP virtual server are:
General IP Address: All unassigned
Enable Logging: W3C Extended
Access Authentication: Anonymous Access
Relay: Enter only the list below and %Internal Web Server-IP%, %External Web
Server-IP%, %Reporting Web Server-IP%.
Configuring "Server2Server" communication
Relevant servers eP-Satellite External Web Server
The eP-Satellite must have already been fully installed before the HASH value and coded
password can be generated for the first time. The values generated must then be entered in
the relevant configuration files.
A user who is a member of the bizAdmin group is required for authentication. The relevant
user must be added to the bizAdmin group for this purpose.
Generating the HASH value
On the web servers, open the following page in the browser:
https://localhost/Webservices/Version4/SystemServiceComm/Login/
Then select the following options:
Encryption SHA1
Password %HASH Password%
In the following folders - under password - enter the HASH value generated in the particular
web.config:
%Installpath%\ePS_Services\Services\Version4\SystemServiceComm
%Installpath%\ePS_Services\Services\Version4\PCServiceComm
%Installpath%\ePS_Services\Services\Version4\HMIServiceComm
%Installpath%\ePS_Services\Services\Version4\ServiceRegistryService
web.config
<user name="server2server" password="<HASH WERT>" />
Coding the password
Under \build\output\server\production\release\bin in the unzipped package, call file
ePS.Infrastructure.EncoderNT.exe as follows:
ePS.Infrastructure.EncoderNT.exe "%HASH Password%"
Release management - eP-Satellite server
3.5 Database logging
eP-Satellite server
48 Operating Instructions, 07/2010
Copy the result to the central web.config file under
%Installpath%\ePS_Services\Services\Version4 in the Version Management area.
web.config
serverUserName="server2server" serverPassword="Codiertes Passwort">
3.5 Database logging
Installing the logging service
Relevant servers eP-Satellite database server
You will find the files for the service in the unzipped installation package of the web server,
under:
build\output\server\production\release\bin
The following files must be copied to folder %Installpath%\ePS_services\DBLogging :
Figure 3-2 List of files
Using the prompt, switch to the installation directory and execute the following command:
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\InstallUtil.exe
ePS.Infrastructure.Logging.WindowsService.exe
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Starting the service
The service is started from the Services panel. The Startup Type setting for the service must
be changed to "Automatic".
Figure 3-3 Services
Setting up the "MessageQueue" Windows component
Installing MessageQueue:
eP-Satellite External Web Server
Internal eP-Satellite web server
eP-Satellite database server
Relevant servers
eP-Satellite application render server
MessageQueue is subsequently installed under Add or Remove Programs, in the Windows
Components area under Application Server.
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Figure 3-4 Message Queuing
Creating MessageQueue logging
Relevant servers eP-Satellite database server
In the Computer Management console, create a new private MessageQueue called
"logentryqueue".
NOTICE
It is absolutely essential that the MessageQueue is created as a transactional queue. It will
not be possible to change this later.
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Figure 3-5 Computer Management
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52 Operating Instructions, 07/2010
The queue security must be adapted so that the user of the logging service has permission
to write to the queue. For example:
Figure 3-6 Properties
Activating database logging
eP-Satellite External Web Server
Relevant servers
Internal eP-Satellite web server
In order to activate database logging, the names of the database server and the private
MessageQueue must be adapted in the web.config files of the web server and render server.
The corresponding configuration files can be found in the following directories:
%Installpath%\ePS_Services\Services\Version4 (eP-Satellite Web Server)
%RenderInstPath%\Service\RenderService (eP-Satellite Render Server)
The entry can be found in the web.config file in the wcfTarget section and must be adapted
as follows:
(<endpoint address="net.msmq://%Database\(Instance)%/private/logentryqueue")
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<logTarget
name="wcfTargetData"
type="ePS.Infrastructure.Logging.LogTargets.WcfTarget,
ePS.Infrastructure.Logging" onDuty="false"
endpointAdress="net.msmq://%Database\(Instance)%/private/logentryqueue">
<logFilters>
<logFilter name="wcfTargetDataSubsetSeverityFilter" />
</logFilters>
</logTarget>
The parameter preceding this line, "onDuty=false", will now need to be changed to
"onDuty=true". Once IIS has been restarted, database logging will be activated for the
relevant server.
3.6 Activating PKI login
1. Step
In the first step, the "PKI" directory must be configured in the IIS Manager below the virtual
"PC" directory as subsequently shown:
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In order to use the PKI login, this must be activated in the files "web.config" of the web
applications PC and PPortal:
<ePS.Business>
<security …>
<allowCertificateLogin>true</allowCertificateLogin>
</security>
</ePS.Business>
The default setting is "false".
2. Step
In a second step, the certificates provided by the company operating the eP-Satellite must
be imported:
For this purpose, the issuing instances (CA) of all client X509 certificates, which confirm an
e-mail address saved in the ePS system and which should be used for a login, must be
saved under "Store Trusted Root Certification Authorities" of the web server using the "Snap-
in certificates of MMC".
1. In the dialog box, select "Add Standalone Snap-In" "Certificates" and confirm with "Add".
2. In the dialog box "Certificates snap-in" activate the option button "Computer account" and
confirm with "Next".
3. In the dialog box "Select Computer" activate the option button "Local computer" and
confirm with "Finish".
Then, in the left-hand window of "mmc", install the corresponding CA certificate in the folder
"Certificates" in the area of "Trusted Root Certification Authorities".
Press the right-hand mouse key and select "All Tasks > Import".
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Also carry out the steps above for the "Intermediate Certificates". However, these are then
imported under "Intermediate Certification Authorities".
Then, each of these certificates must also be specified in the "web.config" of the PPortal
application:
<security sessionTicketTimeoutMinutes…>
…
<trustedRootAuthorities>
<ra x509FindType="FindBySubjectName" key="%Name des Certification Authority
Zertifikats%" />
</trustedRootAuthorities>
…
</security>
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3.7 First commissioning of the eP-Satellite and testing of its functions
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56 Operating Instructions, 07/2010
3. Step
In a third step, the corresponding user must be created or selected in the PC-UI under
administration / user - and then a selection must be made under the menu item "Log on
with":
Password: Authentication is only possible using a password
Password/certificate: Authentication is possible using a password as well as with a
certificate
Certificate: Authentication is only possible using a certificate
3.7 First commissioning of the eP-Satellite and testing of its functions
Configuration
To enable you to check the installations and carry out any other configurations, users and
organizations will now need to be created on the system. The following section describes the
web applications that are required for this.
Business Administration portal
The %BA-URL% is opened in a browser. The "bizAdmin" group user created in Section
Preparing for installation (Page 30) is used as the user.
Once they have successfully logged in, the following menu is displayed:
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Figure 3-7 Managing eP-Satellite
An organization is now created in the "Manage organizations" section. In all cases, this has a
user administrator who is used when users in the respective organizations are logged in and
created for the first time.
Overview of organizations
This is where organizations can
be deleted, or new ones added.
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Create an organization
This is where all the data relating
to the organization and its
administrator is entered.
Immediately after the organization has been created, a password generated for the
administrator is displayed.
PC portal
It is now possible to log into the PC portal (%PC-URL%) using the organizations created in
this way.
Figure 3-8 Login
Once you have successfully logged in, the password must be changed and the terms of the
privacy policy accepted. You will then see the following screen:
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A new user is created under the menu command "Administration" → "Users":
Overview of users
This is where users can be
deleted, or new ones added.
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3.8 Configuring the connection
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60 Operating Instructions, 07/2010
Create a user
This is where all the data relating
to the user is entered.
This user will now be able to work in the PC portal. Once they have successfully logged in,
their password must be changed again and the terms of the privacy policy accepted.
3.8 Configuring the connection
Communications link
Relevant servers eP-Satellite External Web Server
It must be possible for https communication to take place between the eP-Satellite
web server and the ePS Network Services ASP server in both directions. For this purpose,
both directions of communication require certificates, which are used in order to authenticate
both the server and the client.
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3.8 Configuring the connection
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Operating Instructions, 07/2010 61
Call %BA-URL% on the web server and set up communication under the menu command
"Manage eP-Satellite" as shown below.
Figure 3-9 eP-Satellite details
Settings on the eP-Satellite:
Parameter Entry
eP-Satellite name %SatelliteName%
eP-Satellite URL ePS Network Services
(https://www.epsnetwork.com/Services)
Method Certificate
Mapping type Many-to-1
Certificate field Subject
Subfield CN
Incoming authentication
(what is coming from the ASP
server to the satellite)
Criterion ASP domain (top level)
Method Certificate Outgoing authentication
(what the satellite sends to the
ASP server)
Certificate Select own official certificate
(check information on selected
certificate)
The settings under "Data layer" and "Transport layer" are identical.
It is also possible to activate the operating interface on the eP-Satellite. While it is possible to
create organizations while the interface is inactive, logging information cannot be fetched
from the ASP.
Revocation list
The system supports the use of the revocation list.
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The default setting is "deactivated"; in other words, the certificate's validity and the name of
the party who issued it are checked, but it is not compared with the "revocation list". The
setting can be switched to "activated" using the central web.config file on both pages:
<certificates useCertificatesInternally="false" revocationMode="NoCheck">
change to:
<certificates useCertificatesInternally="false" revocationMode="Online">
or:
<certificates useCertificatesInternally="false" revocationMode="Offline">
Offline A revocation check is made using a cached certificate revocation list (CRL).
Online A revocation check is made using an online certificate revocation list (CRL).
NOTICE
"Online" assumes that the server has access to the server (Internet connection) which is
able to deliver the revocation list (e.g. verisign).
3.9 Installing Render Services
Precondition
ePS Render Services only needs to be installed if you are using solution line clients.
Installing ePS Render Services
Relevant servers eP-Satellite application render server
First stop the IIS web server service, then run file RenderServer_x.x.x.x.msi and carry out
the installation procedure as described below.
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Enter the following information during the setup routine:
Query Input
Location %RenderInstPath%\Service\RenderService
Password Enter %RenderPassword% and then click CreateNewUser.
Hosts %WebServerDomain%
Logdirectory %RenderLogPath%\Service\RenderService\LOG
Figure 3-10 Render Services
The user created during the setup routine then needs to be assigned the following
authorizations:
Authorizations Access method
Directory C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\ Temporary
ASP.NET files
Modify
C:\Windows\temp directory Read
Registry entry: Full control
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Eventlog
Web Service Extension
The ASP.Net 2.0 extension must be explicitly activated under IIS 6. Under "Add new Web
service extension" in the IIS Manager, specify the name and path for the associated file.
Designation Path
ASP.NET v2.0.50727 C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
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The default webpage must then be changed over to ASP.NET 2.0.50727.
Adapting the web.config file
In directory %Installpath%\ePS_Services\Services\RenderServer, edit the web.config file and
add the colored entries.
<add key="renderer.defFntSize.800x600" value="20"/>
<add key="renderer.defFntSize.895x682" value="20"/>
<add key="renderer.defFntSize.1024x768" value="20"/>
<add key="handshake.renderServiceUrl" value=
"https://%RenderServiceURL%/IERenderService/IERenderService.asmx"/>
</appSettings>
<system.web>
Configuring Internet Explorer
If the eP-Satellite application render server does not have access to the Internet which it can
use to check the revocation list (CRL), the server's Internet configuration will need to be
adapted.
Log in to the Windows operating system with the "RenderService" user you have created,
then launch Internet Explorer.
Go to "Tools" → "Internet Options" → "Advanced", and deactivate options "Check for
publisher's certificate revocation" and "Check for server certificate revocation".
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Figure 3-11 Internet Options
The %HMI-URL% is then added as a trusted site.
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Release management - ePS Reporting Services 4
4.0 Introduction
Overview
ePS Reporting Services is an optional service used to generate customized reports. It is
installed on separate systems (a web server and a database server) and is an extension of
Microsoft SQL Reporting Services.
The installation instructions refer to this type of two-server configuration; it is not
recommended that you deviate from this.
4.1 Configuring Microsoft Reporting Services
Basic configuration of the eP-Satellite application reporting web server
Relevant servers eP-Satellite application reporting web server
Following successful installation, the report server will need to be configured. To do this,
open the Reporting Services Configuration Manager from Programs\Microsoft SQL Server
2005/Configuration Tools.
This is where you connect to the ePS application reporting web server.
Figure 4-1 Instance Selection
A new database now needs to be created in "Database Setup".
The following window opens under "New":
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Figure 4-2 SQL Server Connection
Here, please enter the relevant parameters from the installation insert.
Server Name %ReportingDatabase/(ReportingInstance)%
Database Name ReportServer
Confirm the window with "OK" and then accept the changes with "Apply".
Authorizations for the databases
Relevant servers eP-Satellite application reporting database server
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4.1 Configuring Microsoft Reporting Services
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In the SQL Server Management Studio, connect to the relevant
%ReportingDatabase/(ReportingInstance)% and create a new login under <Security> →
<Logins>:
Login Name ePSRepSQLServiceUser
SQL Server authentification
Password %ePSRepSQLServiceUserPassword
%
Enforce password policy Activate
Enforce password expiration Deactivate
Default database master
General
Default language <default>
Master Public,RSExecRole
ReportServer Public,RSExecRole
User Mapping
(ePSRepSQLServiceUser)
ReportServer TempDB Public,RSExecRole
The image below shows the completed settings:
Figure 4-3 Login
Release management - ePS Reporting Services
4.1 Configuring Microsoft Reporting Services
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70 Operating Instructions, 07/2010
Changing the credentials for connection
Relevant servers eP-Satellite application reporting web server
Change the values for the user you have just created under "Database Connection" to the
following:
Credentials Type SQL Server Credentials
Account Name ePSRepSQLServiceUser
Password %ePSRepSQLServiceUserPassword%
Domain account
Reporting Web Services is normally configured in IIS using "Windows Authentication". Since
the eP-Satellite runs as a web application in IIS under user "Anonymous", the SQL Server
Reporting Web Services component used for redirection must also run under "Anonymous".
For this purpose, a domain account that is entered as "Anonymous" for the Report Viewer
must be created. In the SQL Server, this user must be assigned the role "RSExecRole" for
both the report server and the ReportServer TempDB database.
Create the user as follows:
First Name ePS Reporting
Last Name WebUser
Full Name ePSReporting WebUser
User Logon Name ePSReportingWebUser@%Domain%
User Logon Name (pre-Windows 2000) ePSReportingWebUser
Password ePSReportingWebUserPassword
User cannont change password Activated
Password never expires Activated
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Figure 4-4 User
In the SQL Server Management Studio, connect to the relevant
%ReportingDatabase/(ReportingInstance)% and create a new login under <Security> →
<Logins>. Following this, search for the newly created user ("ePSReportingWebUser") using
"Search" and confirm them.
Figure 4-5 Select User
Under "User Mappings", assign the following authorizations to this user again:
ReportServer Public,RSExecRole User Mapping
(ePSRepSQLServiceUser) ReportServer TempDB Public,RSExecRole
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Figure 4-6 Login
Authorizations in the SQL Server Reporting Web Services
Relevant servers eP-Satellite application reporting web server
Call the URL https://localhost/reports in the browser window on the web server and switch to
"Properties". This is where you create a "New role assignment":
Group or user name ePSReportingWebUser
Role Browser, Content Manager
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Figure 4-7 Role assignment
To check these settings, call the URL https://localhost/Reportserver in the browser window. If
the website is displayed without problems, Reporting Services has been configured correctly.
Authorizations for the web server
Relevant servers eP-Satellite application reporting web server
Under "Directory Security" of the virtual "Report Server" directory in the IIS Manager, you
now need to change the authentication methods.
Enable anonymous access Activate
User name Domain\ePSReportingWebUser
Password %ePSReportingWebUserPassword%
Integrated Windows authentication Activate
Then all .asmx files apart from ReportServer2005.asmx of the Anonymous Access must be
removed again from all subdirectories (exception: pages).
4.2 Installing ePS Reporting Services
Installing the database component
Relevant servers eP-Satellite application reporting database server
The satellite.settings file created in Section Preparing for installation (Page 30) is used for
installing ePS Reporting Services.
Unzip archive "Reporting_install _x.x.x.x.zip": The installation package must be located no
more than one level below the drive letter; otherwise, installation problems relating to the
depth of the directory will arise. It must be ensured that none of the extracted files including
subfolders has read-only access.
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74 Operating Instructions, 07/2010
Example: C:\temp\server_install_x.x.x.x.
The adapted settings file must be copied to the \tools\UserSettings directory of the unzipped
installation package.
In the unzipped installation package, edit the setup_Reporting_production.bat script under
\tools\install, change parameter "production.settings" to "satellite.settings", then run the
script.
Install DatabaseServer for ePS Reporting YES
Install Web Server for ePS Reporting NO
Installing the web server component
Relevant servers eP-Satellite application reporting web server
The satellite.settings file created in Section Preparing for installation (Page 30) is used for
installing ePS Reporting Services.
Unzip archive "Reporting_install _x.x.x.x.zip": The installation package must be located no
more than one level below the drive letter; otherwise, installation problems relating to the
depth of the directory will arise. It must be ensured that none of the extracted files including
subfolders has read-only access.
Example: C:\temp\server_install_x.x.x.x.
The adapted settings file must be copied to the \tools\UserSettings directory of the unzipped
installation package.
In the unzipped installation package, edit the setup_Reporting_production.bat script under
\tools\install, change parameter "production.settings" to "satellite.settings", then run the
script.
Install DatabaseServer for ePS Reporting NO
Install Web Server for ePS Reporting YES
Checking the reports delivery service
Checking reports
To check whether the reports delivery service is working, the reports which are available can
be viewed via the SQL Server Reporting Services web interface.
To do this, open the URL https://localhost/reports in the browser on the reporting web server.
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4.3 Final steps
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Figure 4-8 SQL Server Reporting Services
Authorizations on the reporting database
Relevant servers eP-Satellite application reporting database server
Once the ePS reports have been installed, the user created prior to this
("ePSReportingWebUser") must also receive the relevant authorizations on the database.
In the SQL Server Management Studio, connect to the relevant
%ReportingDatabase/(ReportingInstance)%.
Open the properties of the ePSReportingWebUser user, and assign the "ReportingUsers"
role under "User Mapping" on the ePS reporting database.
4.3 Final steps
4.3.1 Settings in the virtual directories
Final steps
Relevant servers eP-Satellite application reporting web server
The final steps now involve making the following settings in the respective virtual directories.
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76 Operating Instructions, 07/2010
/ePSReportingServiceComm A directory located on this computer
Local Path: C:\eps-services\EpsReportingServiceComm
Read, Log Visits, Index this resource
Application Name EpsReportingServiceComm
Execute permissions: Scripts only
Application pool: .ReportServer
Activate anonymous access (ePSReportingWebUser)
Denied Access
Granted:
Own internal IP address
Official IP address behind the DNS name
Official web server IP addresses
ASP.NET Version 2.0.50727
/Reports A directory located on this computer
Local Path: C:\Program Files\Microsoft SQL
Server\MSSQL.2\Reporting Services\ReportManager
Read, Log Visits
Application Name Report Server Interface
Execute permissions: Scripts and Executables
Application pool: ReportServer
Activate anonymous access (ePSReportingWebUser)
Denied Access
Granted:
Own internal IP address
Official IP address behind the DNS name
ASP.NET Version 2.0.50727
/ReportServer Only apply on asmx files
Denied Access
Granted:
Own internal IP address
Official IP address behind the DNS name
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4.3.2 Testing the ePS Reporting Services installation
In order to perform a final function test, ePS Reporting Services is accessed from the
product:
● This is demonstrated using the Business Administration portal in the images below:
Figure 4-9 Managing reports
Figure 4-10 Report name
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4.3 Final steps
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78 Operating Instructions, 07/2010
● Additionally, ePS Network Services is tested via the user interface on the PC:
Figure 4-11 ePS client reports
Figure 4-12 Report configuration
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Release management - Updating the eP-Satellite
server 5
5.1 Updating the eP-Satellite
Overview
This section describes how to update the eP-Satellite from Version 4.6 to Version 4.7.
eP-Satellite External Web Server
Internal eP-Satellite web server
eP-Satellite reporting web server
Relevant servers:
eP-Satellite application reporting database server
Adapting the settings file
The settings file contains all the settings required for installation. This file, called
satellite.settings, can be found in the unzipped installation package under tools\install\
<!-- Persistence settings -->
<<NAME=SqlInstanceMain; FILE=*.*; VALUE="%Database\(Instance)%"; >>
<<NAME=SqlInstanceReporting; FILE=*.*;
VALUE="%ReportingDatabase\(ReportingInstance)%"; >>
<<NAME=SqlInstanceLogging; FILE=*.*; VALUE="%Database\(Instance)%"; >>
<!-- Authorization -->
<<NAME=Authorization; FILE=\Webs\BA\Web.Config.tmpl; VALUE= <allow
roles="%Domain%\bizAdmin"/><deny users="*" />; >>
<!--------------------------------------------------------->
<!-- Settings for Reporting Application (V4.4 and later) -->
<!--------------------------------------------------------->
<< NAME=ReportingServerUrl; FILE=*.*; VALUE=localhost/ReportServer; >>
<< NAME=ReportServiceCommAvailable; FILE=*.*; VALUE=TRUE; >>
<< NAME=DeploymentDirectory; FILE=*.*;
VALUE=C:\ePS_Services\ePS_Reporting\epsReportingSSIS; >>
<< NAME=EpsReportingWebService; FILE=*.*; VALUE=https://%Reporting-
URL%/epsReportingServiceComm/epsReportingServiceV1.asmx; >>
<< NAME=MicrosoftReportingWebService; FILE=*.*; VALUE= https://%Reporting-
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URL%/ReportServer/ReportService2005.asmx;>>
<< NAME=ssrsBinDir; FILE=*.*; VALUE=C:\Program Files\Microsoft SQL
Server\%MSSQL.2%\Reporting Services\ReportServer\bin;>>
<< NAME=vsReportingBinDir; FILE=*.*; VALUE=C:\Program Files\Microsoft Visual Studio
8\Common7\IDE\PrivateAssemblies;>>
<!-------------------------------------------------------------------->
<!-- Additional Settings for Reporting Application (V4.5 and later) -->
<!-------------------------------------------------------------------->
<< NAME=AcrobatReaderPath; FILE=*.*; VALUE=C:\Program Files\
Adobe\Reader 8.0\Reader\AcroRd32.exe; >>
<<NAME=ShowOfflineSynchronization; FILE=\Webs\Web.Config.tmpl; VALUE=<add
key="ShowOfflineSynchronization" value="True" />; >>
5.2 Installing the eP-Satellite server software
Installing the database
Relevant servers eP-Satellite application database server
Extracting archive "Server_ Install_ Satellite _x.x.x.x.zip": The installation package must be
located no more than one level below the drive letter; otherwise, installation problems
relating to the depth of the directory will arise. It must be ensured that none of the extracted
folders including subfolders has read-only access.
Example: C:\temp\server_install_x.x.x.x
The following batch files can be found under \persistance\install in the unzipped installation
package, and must be run in the following order:
Start the database installation TsBuild.bat /s %Database\(Instance)%
Start the logging database installation LoggingBuild.bat /s %Database\(Instance)%
Check the database versions CheckDbVersion.bat %Database\(Instance)%
>> C:\CheckDBVersion.log
Installing the web service
eP-Satellite Internal Web Server Relevant servers
eP-Satellite External Web Server
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5.2 Installing the eP-Satellite server software
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Creating the directory structure
Since the directory structure is already present when an update is carried out, IIS and
Trigger Agent Services must be stopped and the following directories renamed as,
for example, Versionx.x.x.x:
Figure 5-1 Directory structure
Unzip the "Server_Install_Satellite_x.x.x.x.zip" archive: The installation package must be
located no more than one level below the drive letter; otherwise, installation problems
relating to the depth of the directory will arise. It must be ensured that none of the extracted
folders including subfolders has read-only access.
Example: C:\temp\server_install_x.x.x.x
You must ensure that the unzipped installation package contains an adapted settings file
(under \tools\install). Following this, you need to run "install satellite_install.cmd".
Enter the following directory paths and confirm the queries as indicated in the table below:
Query Input
Install ePS Trigger Agent YES
Installation path %Installpath%\ePS_Services\Services\Version4
Database for logging %Database\(Instance)%
Create directories YES
Load assemblies to GAC YES
Installing language packages
Unzip Server_install_Ing_yy_x.x.x.x.cab (yy = language code for the relevant language)
Run setup_install_languages.bat under \tools\install\ in each unzipped package.
Installation path %Installpath%\ePS_Services\Services\Version4
Load assemblies to GAC YES
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This exact procedure must be followed for all language packages. It is possible to do this for
more than one package at the same time. Once you have completed this process, you
should be able to see folders with each of the relevant language codes in directory
%Installpath%\ePS_Services\Services\Version4\PC\bin.
Installing Genesis V2
In the Genesis directory, run file "genesis_x.x.x.x.msi"
Installation path %Installpath%\ePS_Services\AppServer_V4\Genesis_V2
Logging directory %Logpath%\ePS_Services\AppServer_V4\Genesis_V2\Log_Genensis
In the folder %Installpath%\ePS_Services\AppServer_V4\Genesis_V2\UAT\ edit the following
entry in the file "GenesisProcessingUnit.exe.config":
Line:
<value> %Logpath%\ePS_Services\AppServer_V4\Genesis_V2\Log_Genesis </value>
Replace with:
<value> %Logpath%\ePS_Services\AppServer_V4\Genesis_V2\Log_UAT\ </value>
Now restart the "ePS Genesis 2 PU" service.
Installing online help
German:
Create directory %Installpath%\ePS_Services\Services\Version4\Help\PC\de
Unzip archive "OH_DEU.zip" and copy the contents to the directory
created (shown above).
"HelpIndex.de-de.xml" %Installpath%\ePS_Services\Services\Version4\PC\Common\Help\
Edit HelpIndex.xml.
Replace "dummy.htm" with:
https://%Webservices-
URL%/Webservices/Version4/Help/PC/de/OnlineHilfe.htm
Save the file as "HelpIndex.de-de.xml".
For all other languages:
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5.3 Configuring the external eP-Satellite web server
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Operating Instructions, 07/2010 83
Create directory %Installpath%\ePS_Services\Services\Version4\Help\PC\xx
Unzip archive "OH_YYY.zip" and copy the contents to the directory created
(shown above).
"HelpIndex.yy-yy.xml" %Installpath%\ePS_Services\Services\Version4\PC\Common\Help\
Edit HelpIndex.xml.
Replace "dummy.htm" with:
https://%Webservices-
URL%/Webservices/Version4/Help/PC/yy/OnlineHilfe.htm
Save the file as "HelpIndex.yy-yy.xml".
"yy" must be replaced with the relevant language code in each case, such as EN-US for
English.
Installation of VarMonData and Authentication Service
1. Unzip "svc_install_x.x.x.x.cab".
2. Execute "setup_productionsvc.bat" with the original settings file.
Note
Never specify the installation folder as version4.
3. The individual services are configured in the web.config files in the corresponding
subdirectories "Accounting", "AuthService", "RangNotificationService" and"VarMonData".
5.3 Configuring the external eP-Satellite web server
Configuring "Server2Server" communication
Relevant servers eP-Satellite External Web Server
The eP-Satellite must have already been fully installed before the HASH value and coded
password can be generated for the first time. The values generated must then be entered in
the relevant configuration files.
A user who is a member of the "bizAdmin" group is required for authentication. The relevant
user must be added to the "bizAdmin" group for this purpose.
Generating the HASH value
On the web servers, open the following page in the browser:
https://localhost/Webservices/Version4/SystemServiceComm/Login/
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5.4 Database logging
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84 Operating Instructions, 07/2010
Then select the following options:
Encryption SHA1
Password %HASH Password%
In the following folders - under password - enter the HASH value generated in the particular
web.config:
%Installpath%\ePS_Services\Services\Version4\SystemServiceComm
%Installpath%\ePS_Services\Services\Version4\PCServiceComm
%Installpath%\ePS_Services\Services\Version4\HMIServiceComm
%Installpath%\ePS_Services\Services\Version4\ServiceRegistryService
Web.config
<user name="server2server" password="<HASH WERT>" />
Coding the password
Under \build\output\server\production\release\bin in the unzipped package, call file
ePS.Infrastructure.EncoderNT.exe as follows:
ePS.Infrastructure.EncoderNT.exe "%HASH Password%"
Copy the result to the central web.config file under
%Installpath%\ePS_Services\Services\Version4 in the Version Management area.
Web.config
serverUserName="server2server" serverPassword="coded password">
5.4 Database logging
Uninstalling the current service
Relevant servers eP-Satellite database server
The service that is already installed can be uninstalled using the following call in the prompt:
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\InstallUtil.exe /u
ePS.Infrastructure.Logging.WindowsService.exe
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5.4 Database logging
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Operating Instructions, 07/2010 85
Installing logging services
The files for the service are located in the unzipped installation package of the web server,
under build\output\server\production\release\bin.
The following files must be copied to the following folder:
%Installpath%\ePS_services\DBLogging
Figure 5-2 List of files
Using the prompt, switch to the installation directory and execute the following command:
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\InstallUtil.exe
ePS.Infrastructure.Logging.WindowsService.exe
Configuring database logging
The following changes must be made in the
ePS.Infrastructure.Logging.WindowsService.exe.config:
<logTarget name="dbTarget"
type="ePS.Infrastructure.Logging.LogTargets.DatabaseTarget,
ePS.Infrastructure.Logging"
onDuty="true"
dataSource="%Database\Instance%\"
timeSpanBetweenRetriesMinutes="5"
installationName="ePSLoggingServiceV451">
<logFilters>
<logFilter name="defaultSubsetSeverityFilter" />
</logFilters>
</logTarget>
<logTarget name="fileTarget"
type="ePS.Infrastructure.Logging.LogTargets.FileTarget,
ePS.Infrastructure.Logging"
fileNamePrefix="V49_wcfLogger"
onDuty="true"
outputPath="%LogDirectory%"
fileSize="1000">
<logFilters>
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86 Operating Instructions, 07/2010
<logFilter name="defaultSubsetSeverityFilter" />
</logFilters>
</logTarget>
</logTargets>
<logFilters>e
Starting the service
The service is started from the Services panel. The Startup Type setting for the service must
be changed to "Automatic".
Figure 5-3 Services
Activating database logging
eP-Satellite External Web Server
eP-Satellite Internal Web Server
Relevant servers:
eP-Satellite application render server
In order to activate database logging, the names of the database server and the private
MessageQueue must be adapted in the web.config files of the web server and render server.
The corresponding configuration files can be found in the following directories:
%Installpath%\ePS_Services\Services\Version4 (eP-Satellite Web Server)
%RenderInstPath%\Service\RenderService (eP-Satellite Render Server
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5.5 Activating PKI login
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Operating Instructions, 07/2010 87
The entry can be found in the web.config file in the wcfTarget section and must be adapted
as follows:
(<endpoint address="net.msmq://%Database\(Instance)%/private/logentryqueue")
<logTarget
name="wcfTargetData"
type="ePS.Infrastructure.Logging.LogTargets.WcfTarget, ePS.Infrastructure.Logging"
onDuty="false"
endpointAdress="net.msmq://%Database\(Instance)%/private/logentryqueue"
<logFilters>
<logFilter name="wcfTargetDataSubsetSeverityFilter" />
</logFilters>
</logTarget>
The parameter preceding this line, "onDuty=false", is then changed to "onDuty=true". Once
IIS has been restarted, database logging will be activated for the relevant server.
5.5 Activating PKI login
To activate the PKI login, read the handling steps in the following chapter:
Activating PKI login (Page 53)
5.6 ePS Render Services
Relevant servers eP-Satellite application render server
Note
ePS Render Services only needs to be installed if you are using solution line clients.
Installing ePS Render Services
First stop the IIS web server service, then uninstall the previously installed Render Services
version. Use Add or Remove Programs in the Control Panel to do this. Following this, run file
RenderServer_x.x.x.x.msi and carry out the installation procedure as described below.
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5.6 ePS Render Services
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88 Operating Instructions, 07/2010
Enter the following information during the setup routine:
Query Input
Location %RenderInstPath%
Password Enter %RenderPasswort%
Hosts %WebServerDomain%
Log directory %RenderLogPath%
Figure 5-4 Render Services
Adapting the web.config file
In directory %Installpath%\ePS_Services\Services\RenderServer, edit the web.config file and
add the colored entries.
<add key="renderer.defFntSize.800x600" value="20"/>
<add key="renderer.defFntSize.895x682" value="20"/>
<add key="renderer.defFntSize.1024x768" value="20"/>
<add key="handshake.renderServiceUrl"
value="https://%RenderServiceURL%/IERenderService/IERenderService.asmx"/>
</appSettings>
<system.web
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5.7 Reporting Services
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Operating Instructions, 07/2010 89
5.7 Reporting Services
5.7.1 Installing ePS Reporting Services
Installing the database component
Relevant servers eP-Satellite application reporting database server
The satellite.settings file created in Section Preparing for installation (Page 30) is used for
installing ePS Reporting Services.
Unzip archive "Reporting_install _x.x.x.x.zip": The installation package must be located no
more than one level below the drive letter; otherwise, installation problems relating to the
depth of the directory will arise. It must be ensured that none of the extracted files including
subfolders has read-only access.
Example: C:\temp\server_install_x.x.x.x.
The adapted settings file must be copied to the \tools\UserSettings directory of the unzipped
installation package.
In the unzipped installation package, edit the setup_Reporting_production.bat script under
\tools\install, change parameter "production.settings" to "satellite.settings", then run the
script.
Install DatabaseServer for ePS Reporting YES
Install Web Server for ePS Reporting NO
Installing the web server component
Relevant servers eP-Satellite reporting web server
The satellite.settings file created in Section Preparing for installation (Page 30) is used for
installing ePS Reporting Services.
Unzip archive "Reporting_install _x.x.x.x.zip": The installation package must be located no
more than one level below the drive letter; otherwise, installation problems relating to the
depth of the directory will arise. It must be ensured that none of the extracted files including
subfolders has read-only access.
Example: C:\temp\server_install_x.x.x.x.
The adapted settings file must be copied to the \tools\UserSettings directory of the unzipped
installation package.
In the unzipped installation package, edit the setup_Reporting_production.bat script under
\tools\install, change parameter "production.settings" to "satellite.settings", then run the
script.
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5.7 Reporting Services
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90 Operating Instructions, 07/2010
Install DatabaseServer for ePS Reporting NO
Install Web Server for ePS Reporting YES
Checking the reports delivery service
To check whether the reports delivery service is working, the reports which are available can
be viewed via the SQL Server Reporting Services web interface.
To do this, open the URL https://localhost/reports in the browser on the reporting web server.
Figure 5-5 SQL Server Reporting Services
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5.7 Reporting Services
eP-Satellite server
Operating Instructions, 07/2010 91
5.7.2 Testing the ePS Reporting Services installation
In order to perform a final function test, ePS Reporting Services is accessed from the
product:
● This is demonstrated using the Business Administration portal in the images below:
Figure 5-6 Managing reports
Figure 5-7 Report name
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92 Operating Instructions, 07/2010
● Additionally, ePS Network Services is tested via the user interface on the PC:
Figure 5-8 ePS client reports
Figure 5-9 Report configuration
eP-Satellite server
Operating Instructions, 07/2010 93
Operation management - System in operation 6
6.1 Business Administration
Using Business Administration
Business Administration is used to set parameters for a secure connection between the ePS
Network Services server and the eP-Satellite server. Business Administration is available on
both the ePS Network Services server and the eP-Satellite server.
Business Administration provides the following services:
● Manage organizations
● Application administration (inactive)
● Service Request Monitor
● Manage eP-Satellite
● Manage reporting settings
Figure 6-1 Overview of tasks
See also
The services that are available from each of the individual menus are described under:
Configuring the connection (Page 60)
Exporting/Importing a machine configuration (Page 98)
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6.2 Business Administration functions
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94 Operating Instructions, 07/2010
6.2 Business Administration functions
Manage organizations
Under "Manage organizations", you can create new organizations or change and update the
data for the organizations that are already listed:
Figure 6-2 List of organizations
The following information is provided for each organization in the list:
Name/Icon Display
Sales Information Displays information and comments on the organization
ePS version Version of ePS Network Services that this organization uses
MUser FLC This logs how often a user (admin) attempts to log in, but fails. If too
many failed attempts are made, the organization is locked (see below).
The organization is active.
Only an administrator can access the organization data.
The organization is locked.
Deletes organization
Operation management - System in operation
6.2 Business Administration functions
eP-Satellite server
Operating Instructions, 07/2010 95
For each organization, the address and contact details of the organization administrator are
entered and saved:
Figure 6-3 Organization details
Service Request Monitor
The Service Request Monitor is a display function that may also be used for diagnostic
purposes. It displays all active background jobs along with their current status.
Manage eP-Satellite
On an eP-Satellite server, organizations to which several machines at different locations can
be assigned are created.
The following parameters must be specified for an eP-Satellite server:
● A unique name for the eP-Satellite server: %SatelliteName%
● The corresponding URL for the ePS Network Services ASP server: ePS Network
Services (https://www.epsnetwork.com/Services)
Operation management - System in operation
6.2 Business Administration functions
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96 Operating Instructions, 07/2010
Synchronization
In order to test the connection, the option "Operating interface active" must be selected.
The "Sync test" button, which is used to test the connection between the eP-Satellite server
and ePS Network Services server, is present on the ePS Network Services server, but not
on the eP-Satellite server.
Setting parameters
The following parameters must be set in order to ensure secure transfer of data when the
eP-Satellite server and ePS Network Services server communicate with one another:
Data layer:
Figure 6-4 Data layer tab
Operation management - System in operation
6.2 Business Administration functions
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Operating Instructions, 07/2010 97
Transport layer:
Figure 6-5 Transport layer tab
Manage reporting settings
Eight different report forms are available on the eP-Satellite server.
● Some reports can be saved as PDF files for documentation purposes.
● A report form can only be viewed by and is only made available to an organization if it
has been entered under "Enabled organizations".
In order to enable a report for an organization, left-click the "Open" icon.
Figure 6-6 Reports list
The dialog below opens, in which you can use the arrows to enter the organization with
permission to access and use this report form in the "Enabled organizations" list. Click "OK"
to save.
Operation management - System in operation
6.3 Exporting/Importing a machine configuration
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98 Operating Instructions, 07/2010
Figure 6-7 Report details
See also
Exporting/Importing a machine configuration (Page 98)
Configuring the connection (Page 60)
6.3 Exporting/Importing a machine configuration
Overview
Machine configuration data is always exported to the ePS Network Services server, and is
always imported from the ePS Network Services server.
Example: Exporting/Importing a machine
If a machine tool is moved from one location to another, for example, the administration and
configuration data for the machine will also need to be adapted to the new environment. The
machine will then belong to a different production site and/or a different organization.
The central path taken by the machine data is always via the ePS Network Services server:
● Export the data from the eP-Satellite server ⇒ to the ePS Network Services server
● Import the data from the ePS Network Services server ⇒ to the eP-Satellite server (to a
different organization or a different eP-Satellite server)
Note
The duration of the export and import procedure is highly dependent on the amount and
scope of the machine's configuration data, and may last several minutes.
Operation management - System in operation
6.3 Exporting/Importing a machine configuration
eP-Satellite server
Operating Instructions, 07/2010 99
Exporting the machine's configuration data
Procedure on the eP-Satellite server:
1. Select the machine from which data is to be exported: "mach_1_Laptop_ORG"
2. On the "Administration" tab, select "Machines" → "Export and import machines".
Even if the export is to take place via the ePS Network Services server, enter the future
organization on the eP-Satellite server as the destination.
3. Start the export process. This may take some time.
– In the "State" column, "Transfer is busy" appears.
– In Business Administration, the jobs that are active during the export procedure are
displayed under "Service Request Monitor".
4. Once the export is complete, "Transfer complete" appears.
Figure 6-8 Exporting the configuration data
Operation management - System in operation
6.3 Exporting/Importing a machine configuration
eP-Satellite server
100 Operating Instructions, 07/2010
Importing the machine's configuration data
Following the import to the eP-Satellite server:
Figure 6-9 Importing the configuration data
eP-Satellite server
Operating Instructions, 07/2010 101
Appendix A
A.1 Abbreviations
Admin Administrator (user role)
ASP Application Service Providing
CNC Computerized Numerical Control: Computerized numerical control
EH Event History
FTP File Transfer Protocol
FQDN Full Qualified Domain Name
GAC Global Assembly Cache
GLT Equability axis test
HDD Hard Disk Drive
HMI Human Machine Interface
IB Commissioning engineer (user role)
KFT Circularity test
MT Maintenance Ticket
MO Machine Operator (user role)
NC Numerical Control
NCK Numerical Control Kernel: NC kernel with block preparation, traversing range, etc.
NCU Numerical Control Unit: NCK hardware unit
OEM Original Equipment Manufacturer
OS Operating System
PCU Programmable Control Unit
PG Programming device
PLC Programmable Logic Control:
SE Service engineer: Service engineer (user role)
SLA Service Level Agreement
SOAP Simple Object Access Protocol
SW Software
TE Trigger Event
UAT Universal axis test
VPN Virtual Private Network
WSDL Web Services Description Language
A.2 Feedback on the documentation
Appendix
A.2 Feedback on the documentation
eP-Satellite server
102 Operating Instructions, 07/2010
This document will be continuously improved with regard to its quality and ease of use.
Please help us with this task by sending your comments and suggestions for improvement
via e-mail or fax to:
E-mail: mailto:docu.motioncontrol@siemens.com
Fax: +49 9131 - 98 2176
Please use the fax form on the back of this page.
Appendix
A.2 Feedback on the documentation
eP-Satellite server
Operating Instructions, 07/2010 103
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Appendix
A.2 Feedback on the documentation
eP-Satellite server
104 Operating Instructions, 07/2010
eP-Satellite server
Operating Instructions, 07/2010 105
Index
A
Application pools, 37
Application server, 11
B
Business Administration, 93
C
Communication paths, 26
Communications link, 93
Credentials, 70
D
Database logging, 52
Database server, 11
Domain account, 70
E
ePS Render Services, 62
H
HASH value, 47
M
Machine
Exporting, 99
Importing, 100
P
Password, 47
R
Reports, 97
Revocation list, 61
S
SMTP, 46
System overview, 11
W
Web server, 12
web.config, 52
Index
eP-Satellite server
106 Operating Instructions, 07/2010