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Decision Analytics Installation and Configuration Examiner for Lawson S3 Release 1 2/27/2012

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Page 1: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Decision Analytics

Installation and Configuration Examiner for Lawson S3

Release 1 2/27/2012

Page 2: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 1

© Copyright 2012, Decision Analytics. All rights reserved. Decision Analytics and the

Decision Analytics diamond logo are the trademarks of Decision Analytics.

Lawson S3 is a registered trademark of Lawson Software. Other company and product

names are the trademarks of their respective companies.

Page 3: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 2

Contents Summary ................................................................................................................................... 4

Licensing .................................................................................................................................... 4

Required Software ..................................................................................................................... 4

Microsoft .NET Framework 4.0 ............................................................................................... 4

Supported Lawson Configurations ............................................................................................. 5

Supported Operating Systems ................................................................................................... 5

System Requirements ................................................................................................................ 5

Supported Exporting Formats .................................................................................................... 5

Optional Software ...................................................................................................................... 5

Microsoft SQL Server Data Provider for .NET ......................................................................... 5

Oracle Data Provider for .NET ................................................................................................ 5

IBM DB2 Data Provider for .NET ............................................................................................ 6

Installing Lawson Examiner ........................................................................................................ 7

Post-Installation Tasks ..............................................................................................................15

Download and install .NET Framework updates ....................................................................15

Oracle Data Provider for .NET ...............................................................................................15

IBM DB2 Provider for .NET ....................................................................................................16

Configuration ............................................................................................................................16

Lawson Configuration ............................................................................................................16

Tour of Lawson Configuration Options ...............................................................................16

Other Options ........................................................................................................................22

Caching .............................................................................................................................22

Users to Ignore for LDAP Bind Orphans ............................................................................23

Automatic Updates ....................................................................................................................24

Customer Experience Improvement Program ...........................................................................25

Page 4: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 3

Page 5: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 4

Summary Examiner for Lawson S3 combines Lawson System Foundation (LSF) Security/RM, LAUA,

LOGAN, and GEN metadata into a single, comprehensive, and understandable solution.

Supercharge Your Lawson Administration Quickly analyze Lawson 9 Security/RM User data, LAUA, LOGAN, and GEN metadata

using a single, comprehensive, and understandable Windows interface Export lists/grids directly to Microsoft Excel® and Adobe Acrobat/PDF®

Visualize Lawson Security and Portal Administration

LAUA Security Classes Accessible Product Lines, System Codes, and Forms/Tokens Security Class Members

Lawson 9 Security Profiles, Classes, Roles, etc. User Role Assignments, etc.

Lawson Portal Portal Bookmarks Group & User Bookmarks Portal Groups

Reports

LAUA Users Users and User Roles Roles and Role Members Portal Bookmarks ldapbind orphans ...and more

Licensing Examiner for Lawson S3 may be installed on as many machines within your organization as

desired, provided they are all accessing the same Lawson S3 instances. If you are a hosting

provider, you will need a license for each Lawson S3 instance (i.e. one license per hosted client).

Required Software

Microsoft .NET Framework 4.0

Examiner for Lawson S3 employs the latest development and server technologies from Microsoft,

and requires the .NET 4.0 Framework Extended. If not already installed on your computer, it will

be installed by the Examiner for Lawson S3 installation program.

Page 6: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 5

Supported Lawson Configurations Lawson System Foundation 9.0.0.x/9.0.1.x running on any supported Windows or UNIX platform

Supported Operating Systems Microsoft Windows XP Professional SP3 32-bit / 64-bit Microsoft Windows Vista 32-bit / 64-bit Microsoft Windows 7 32-bit / 64-bit Microsoft Windows Server 2003 32-bit / 64-bit Microsoft Windows Server 2008 32-bit / 64-bit Microsoft Windows Server 2008 R2 64-bit

System Requirements 1 GHz or better processor 512 Megabytes RAM 1024 x 768 16-bit display 25 Megabytes available disk space 850 MB for .NET Framework (x86) or 2 GB for .NET Framework (x64)

Supported Exporting Formats Reports and tabular information displayed in Examiner for Lawson S3 can be exported, requiring

the appropriate software for viewing, e.g., Adobe Acrobat Reader, Microsoft Excel, and/or

Microsoft Word.

Optional Software Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN

and LOGAN databases. Examiner for Lawson S3 can utilize either the Lawson IOS Data/DME

protocol, or for better performance, you can install and configure the native .NET Data Provider

for your particular database, e.g. Oracle, SQL Server, or IBM DB2.

Microsoft SQL Server Data Provider for .NET

The .NET Data Provider for Microsoft SQL Server is installed as part of Examiner for Lawson S3.

Oracle Data Provider for .NET

If your Lawson GEN/LOGAN databases are stored in Oracle, and you would prefer to use the

native .NET Data Provider for Oracle instead of the Lawson IOS Data/DME protocol, you can

download and install the Oracle client and Data Provider for .NET from:

http://www.oracle.com/technology/tech/windows/odpnet/index.html

Page 7: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 6

IBM DB2 Data Provider for .NET

If your Lawson GEN/LOGAN databases are stored in IBM DB2, and you would prefer to use the

native .NET Data Provider for DB2 instead of the Lawson IOS Data/DME protocol, you can

download and install the IBM Data Server Driver Package (Windows/x86-32 32 bit) V9.7 Fix Pack

5, which includes the IBM DB2 Data Provider for .NET:

http://www-933.ibm.com/support/fixcentral/swg/doSelectFixes?options.selectedFixes=DSClients

-nt32-dsdriver-9.7.500.702-FP005

Page 8: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 7

Installing Lawson Examiner Install Examiner for Lawson S3 using the provided LawsonExaminerInstaller.msi:

If you do not have the Microsoft .NET Framework 4.0 Extended installed on your machine, it will

be downloaded and installed automatically:

Page 9: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 8

Page 10: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 9

If you are running on Windows Vista or Windows 7, you will be asked to confirm the installation of

the Microsoft .NET Framework:

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Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 10

Page 12: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 11

Setup continues once any required prerequisites are installed:

Accept the terms of the License Agreement:

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Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 12

Enter your User Name, Organization, and Serial Number. The Serial Number will be provided to

you as part of your purchase.

Select the folder into which to install Examiner for Lawson S3 (typically, the default is fine):

Page 14: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 13

Page 15: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 14

If you are running on Windows Vista or Windows 7, you will be asked to confirm the installation:

Page 16: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 15

Post-Installation Tasks

Download and install .NET Framework updates

Install Microsoft .NET Framework 4.0 updates via Windows Update.

Oracle Data Provider for .NET

If your Lawson GEN/LOGAN databases are stored in Oracle, you have installed the .NET Data

Provider for Oracle, and you have multiple ORACLE_HOME installations on your computer,

follow this procedure.

Locate the LawsonExaminer.exe.config file in “C:\Program Files\Decision Analytics\Lawson

Examiner”:

Uncomment the <oracle.dataaccess.client> tag, and update the value attribute for the “DllPath”

setting so that it matches the location of the Oracle client binaries on your local machine:

Page 17: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 16

IBM DB2 Provider for .NET

Install IBM Data Server Driver Package

https://www-304.ibm.com/support/docview.wss?uid=swg21385217

Configuration

Lawson Configuration

Information about your Lawson (LSF9) Environment (i.e. a “profile”) is stored in an .XML file in the

“My Documents\Decision Analytics\Examiner for Lawson S3\Profiles” folder:

Note: Examiner for Lawson S3 Release 1 supports only one profile, which is stored in

lawson9.xml. If you need to create more than one profile (i.e. you have multiple servers or

environments), you can configure the first one, and then copy the lawson9.xml. To switch

between them, copy/rename the desired environment profile to be named lawson9.xml.

Tour of Lawson Configuration Options

You access the Lawson Configuration options from the Tools | Lawson Configuration menu;

(Note: it will also be displayed the first time you run Examiner for Lawson S3):

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Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 17

Lawson

Parameter/Setting Usage

Lawson Server Name or IP Address

Include port if not using port 80/http, e.g. http://lawson.example.com:8080/

Username IOS username

Password IOS password

Use Logan/IOS rather than native providers

By default, Examiner for Lawson S3 utilizes the Lawson IOS Data/DME protocol. For better performance, you can install and configure the native .NET Data Provider for your particular database, e.g. Oracle, SQL Server, or IBM DB2. If you are not able to install the native database provider, or cannot connect directly to the database, you should use IOS Data/DME by selecting this option.

GEN / IOS Database Specify the database type, connection string, and schema owner for GEN and LOGAN/IOS. This information can be found in the “CAPS” (e.g. MICROSOFT, ORACLE, or IBM) file in the GEN/LOGAN product line directories.

Page 19: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 18

Parameter/Setting Usage

Sample connection strings Microsoft SQL Server: data source=lawson.example.com;initial catalog=LSF9GEN;persist security info=True;user id=lsf9gen;password=lsf9gen IBM DB2: Database=DB2LSF9;User ID=lawson;Password=lawson;Server=lawson.example.com;Persist Security Info=True Oracle: Data Source=(DESCRIPTION=(ADDRESS=(PROTOCOL=TCP)(HOST=lawson.example.com.)(PORT=1521))(CONNECT_DATA=(SID=lawson)(SERVER=DEDICATED))); User ID=lawson; Password=lawson;"

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Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 19

LDAP / RM

Parameter/Setting Usage

LDAP/RM Server Name or IP Address e.g. lawson.example.com

Port Typical values: LDAP 389 LDAPS (SSL) 636 Global Catalog 3268 Global Catalog (SSL) 3269

Username This is the distinguished name that can access the Lawson RM LDAP container; sample value would be the value for LDAPBINDDN specified in LAWDIR/system/install.cfg. This can be a read-only username, since Examiner for Lawson S3 does not store any data in the Lawson RM LDAP container.

Password Enter the password associated with the above username.

Parent DN This is the value for the RMPARENTDN specified in LAWDIR/system/install.cfg.

Custom Lawson Prefix This is the value for the LDAPPREFIX specified in LAWDIR/system/install.cfg.

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Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 20

LDAP bind

Complete this section if you are using Lawson’s ldapbind, and you want to use the “orphan”

detection features in Examiner for Lawson S3 to compare your Lawson (LSF9) RM user

repository against your corporate (e.g. Active Directory) users to detect orphaned users.

(Note: also see section Users to Ignore for LDAP Bind Orphans).

Parameter/Setting Usage

LDAP Server Name or IP Address or AD Domain Name

e.g., example.com

Port Typical values: LDAP 389 LDAPS (SSL) 636 Global Catalog 3268 Global Catalog (SSL) 3269

Username For Active Directory, enter username@domain, e.g. [email protected]

Password Enter the password associated with the above username.

Search Base Enter topmost DN to search from, e.g. dc=example, dc=com

Object Class For Active Directory, user

Search Attribute For Active Directory, sAMAccountName

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Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 21

Product Lines

This tab is currently not used.

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Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 22

Other Options

Caching

Since Examiner for Lawson S3 retrieves

all of its information from your Lawson

(LSF9) application server, most data can

be cached on your local machine to avoid

repeatedly accessing the Lawson (LSF9)

server.

Cache Lifetime

Specifies how long a given piece of

cached data is retained. Use of caching

is transparent, and expired data is

automatically replaced based on the

specified lifetime. Entering all zeroes for

days, hours, minutes and seconds will

disable caching.

Cache Folder Location

Recommended locations:

Windows XP C:\Documents and Settings\All Users\Application Data\Decision Analytics\Examiner for Lawson S3\_cache\

Windows Vista/7 C:\ProgramData\Decision Analytics\Examiner for Lawson S3\_cache\

Page 24: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 23

Users to Ignore for LDAP Bind Orphans

If you are using Lawson’s ldapbind, and you want to use the “orphan” detection features in

Examiner for Lawson S3, which compare your Lawson (LSF9) RM user repository against your

corporate (e.g. Active Directory) users to detect orphaned users, there might be some users

which are local machine accounts that do not exist in your corporate directory.

Therefore they should not be

considered orphan accounts.

Enter the list of Lawson RM IDs to

be ignored when checking for

orphans.

(Note: also see section on LDAP

bind configuration).

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Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 24

Automatic Updates Decision Analytics uses an automated update process within Examiner for Lawson S3 to provide

updates to the application.

This feature is enabled by default to check for updates every 7 days.

You can also manually check for updates:

Page 26: Installation and Configurationdownloads.danalytics.com/products/ExaminerForLaw... · Examiner for Lawson S3 retrieves various metadata from your Lawson Environment (LSF9) GEN and

Installation and Configuration

Examiner for Lawson S3

Decision Analytics

Decision Analytics | Installation and Configuration | Examiner for Lawson S3 | Release 1 25

Customer Experience Improvement Program Decision Analytics uses an automated and anonymous data collection process within Examiner

for Lawson S3 to collect usage patterns, bugs/crashes, etc. This information is used to improve

the product, so please participate.