Textura – CMS Interface Setup Manual
Contents
1. File dt View Commurketion Actions Window Melb o DA AR BS a bh a DB Oe Create User Profile CRTUSRPRF Additional Parameters Special authority allobj _ USRCLS NONE ALLOBJ for more values Special environment SYSVAL SYSVAL NONE S36 Display sign on information SYSVAL SYSVAL NO YES Password expiration interval xSYSVAL 1 366 SYSVAL NOMAX Local password management xYES YES NO Limit device sessions SYSVAL SYSVAL YES NO Keyboard buffering xSYSVAL SYSVAL NO TYPEAHEAD Maximum allowed storage NOMAX Kilobytes NOMAX Highest schedule priority 3 0 9 Job description QDFTJOBD Name Library LIBL Name LIBL CURLIB Group profile NONE Name NONE 6 Type allobj for Special authorities All other parameters for this user profile will be the default values shown 7 Press Enter to create the user profile The system displays a message stating User class and special authorities do not match system supplied values Note This is displayed because the special authorities of Allobj are not routinely associated with a user class of User It is only an information message and will NOT cause any problems By setting up the user profile in this way no one will be able to sign on to the system as user Textura When the interface programs are run however the Textura user ID will have access to all necessary security objects to allow the Java programs to secure2. 2 Press Enter The system displays the Configure TCP IP screen o Hid An Bs a Selectio azs gt 12 Fle Edt View Communcation Acthes Window Heip kk 5 ele Configure TCP IP Work with TCP IP interfaces Work with TCP IP routes Change TCP IP attributes Work with TCP IP port restrictions Work with TCP IP remote system information Work with TCP IP host table entries Merge TCP IP host table Change TCP IP domain information Configure TCP IP applications Configure related tables Configure point to point TCP IP n or command System RYAN270 1 4 2007 2 02 00 PM CMS Interface Setup Manual v1 1 Page 17 of 25 Ea Textura Construction Payment Management 3 To verify that a gateway address has been configured select option 2 Work with TCP IP routes The system displays the Work with TCP IP Routes screen Fle Ed View a Sia AL Bs a lt act a ele Communication Actions Window Hep Work with TCP IP Routes Type options press Enter 1 Add 2 Change 4 Remove 5 Display Route Subnet Next Preferred Opt Destination Mask Hop Interface Bottom F3 Exit F5 Refresh F6 Print list F11 Display type of service F12 Cancel F17 Top F18 Bottom 08 003 4 Ifthe gateway has already been defined press F3 to exit and go to below to change the TCP IP domain information 5 If this screen does not display entries add a default route to the IP address of the internet gateway S
3. F5 Refresh F6 Print list F11 Display type of service F12 Cancel F17 Top F18 Bottom 08 003 8 Press F3 to display to the Configure TCP IP menu 1 4 2007 2 02 00 PM Page 20 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management File Edt View Communication Actions Window Help PS AR BS a b t 28 a el Configure TCP IP System RYAN270 Work with TCP IP interfaces Work with TCP IP routes Change TCP IP attributes Work with TCP IP port restrictions Work with TCP IP remote system information Work with TCP IP host table entries Merge TCP IP host table Change TCP IP domain information Configure TCP IP applications Configure related tables Configure point to point TCP IP election or command FO Retrice 9 Retr 21 009 9 Select option 12 Change the TCP IP domain information 10 Press Enter 1 4 2007 2 02 00 PM Page 21 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management The system displays the Change TCP IP Domain CHGTCPDMN screen Fle Edt View Communkation Actions Window Help S DD p a w Sok a ele Change TCP IP Domain CHGTCPDMN Host name amp 4 ISERIES270 Domain name TE TE ISERIES270 COM Domain search list Host name search priority LOCAL REMOTE LOCAL SAME Domain name server Internet address koa 10 10 2 254 4252 2 Bottom el 11 If no DNS internet addresses are
4. Variable Values ccccessecccceseeceeeeeeeeeeeeeeeeeeeeseseeeeeeseneeneeseseeneneeeees 15 G Releasing Auto Schedule Job Entries ccccssseccsseseeeeeeseseeeeeesseeeeeeeesseeeeeeesseeeeeeeseeeeeenseeeeaees 16 2 iSeries Internet ACCESS scssiinssscecicdinesccescsancsaiasanand cassidsciesanssanasensscdasaddracawanduessssadnedavanduesene 17 A Configuring iSeries for a Domain Name Server sccccceeeeeeeeeeeeeeeesneeeeeesseeeeeeeeeeeeeeeneeeees 17 3 Digital Certificate Manager astisiionipaserantnsannineiuaieamausucaniinabnunianasdantanniteneunnciaunwabnuniheauniniaiim 23 A Accessing the Digital Certificate Manager nsssnnnnnnennnnnnnnnnnnnnnnnnnnnnnnnnnnunnnnnnnnnnnnnnn nnmnnn nnn 23 MAN se css E A a a a a A 25 1 4 2007 2 02 00 PM Page 3 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management 1 Setting up the CMS Interface on the iSeries A Creating a Textura User Profile on the iSeries This profile will own all of the Textura CMS interface objects that will be installed on your system To create the User Profile 1 Using a profile that has the Master Security Officer authority sign on to the iSeries 2 Type the command CRTUSRPRF TEXTURA 3 Press F4 The system displays the Create User Profile CRTUSRPRF screen File Edt View Communication Actions Window Help 45 B s Xa B ele Create User Profile CRTUSRPRF User profile i gt TEXTURA Name User password znone
5. Accessing 23 Digital Certificate Manager Setup 17 Identify a New In House program library 8 In House program library New 8 In House Program Library Defined 6 iSeries Create a Textura 4 iSeries Internet Access 17 iSeries Tasks 23 1 4 2007 2 02 00 PM CMS Interface Setup Manual v1 1 Release Auto Schedule Job Entries 16 Screens Change TCP IP Domain CHGTCPDMN 22 Configure TCP IP 17 Create User Profile CRTUSRPRP 4 Create User Profile CRTUSRPRF Additional Parameters 5 Digital Certificate Manager 24 iSeries Tasks 23 System Environment Maintenance screen 6 Textura Interfaces menu 13 Textura Java Variables 15 Textura Send Receive Scheduler 14 Textura CMS Interface Install screen 9 Work with Job Schedule Entries 16 Work with Member Locks 11 Work with Object Locks 10 Set up Java Program Values 15 Setting up your CMS Interface on the iSeries 4 System Environment Maintenance screen 6 Textura Interfaces menu 13 Textura Java Variables 15 Textura Send Receive Scheduler 14 Textura CMS Interface Install screen 9 Work with Job Schedule Entries 16 Work with Member Locks 11 Work with Object Locks 10 Page 25 of 25
6. Character value USRPRF Set password to expired NO_ NO YES Status e 4 5 ENABLED xENABLED DISABLED User class i i 5 xUSER USER SYSOPR PGMR Assistance level i SYSVAL SYSVAL BASIC INTERMED Current library A xCRTDET Name CRTDFT Initial program to call NONE Name NONE Librarg 8 25 5 I en s Name LIBL CURLIB Initial menu signoff Name SIGNOFF Library v EE xLIBL Name LIBL CURLIB Limit capabilities NO NO PARTIAL YES Text description bois Textura CMS Interfaces user profile 1 4 2007 2 02 00 PM Page 4 of 25 CMS Interface Setup Manual v1 1 Pa Textura Construction Payment Management The following values should be defined for this user profile Field Value User Password none User Class USER Initial program to call NONE Initial Menu signoff Limit user capabilities NO Special Authorities ALLOBJ Group Profile NONE Owner USRPRF Supplemental Groups NONE All other values for the user profile default values 4 After entering none for the User password signoff for the Initial menu and the Text description press F10 for more parameters 5 Page down to access additional parameters The system displays the Create User Profile CRTUSRPRF Additional Parameters screen 1 4 2007 2 02 00 PM CMS Interface Setup Manual v1 1 Page 5 of 25 a Textura Construction Payment Management
7. Jensa 1 4 2007 2 02 00 PM Page 23 of 25 CMS Interface Setup Manual v1 1 EPs Textura Construction Payment Management 5 Click the Digital Certificate Manager The system displays the Digital Certificate Manager page Collapse All Secure Connection Digital Certificate Manager 5769 NC1 5769 NCE 5769 SS1 5722 SS1 C Copyright IBM Corporation 1997 2003 All rights reserved US Government Users Restricted Rights Use duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp Licensed Materials Property of IBM RSA Contains software from RSA Data Secunty Inc IBM 6 Click Get Started 7 After the CA certificate has been added close the browser session Type the command ENDTCPSVR SERVER HTTP HTTPSVR ADMIN to end the HTTP Administrative server 9 Press Enter 1 4 2007 2 02 00 PM CMS Interface Setup Manual v1 1 Page 24 of 25 Pa Textura Construction Payment Management Index Accessing the Digital Certificate Manager 23 Attach the Trigger Programs 12 Change TCP IP Domain CHGTCPDMN 22 Check for Object and Member Locks 10 Commands CRTUSRPRF TEXTURA 4 Configure iSeries for a Domain Name Server 17 Configure TCP IP 17 Create a Textura User Profile 4 Create User Profile CRTUSRPRP 4 Create User Profile CRTUSRPRF Additional Parameters 5 Determine an already defined In House Program Library 6 Digital Certificate Manager 23 24
8. Pa Textura Construction Payment Management Textura CMS Interface Setup Manual Version 1 1 January 4 2007 This user manual contains confidential information of Textura LLC and is protected by all applicable patents copyright trademark trade secret and similar intellectual property laws Neither this document nor any of the information contained in this document may be reproduced or disclosed to any person under any circumstances without the express written permission of Textura LLC Copyright 2006 All rights reserved Textura LLC Processes and technologies described in this document have US and Global Patents Pending Pa Textura Construction Payment Management Table of Contents 1 Setting up the CMS Interface on the iSeries ccccceeseseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 4 A Creating a Textura User Profile on the iSeries ceccseeseeeeeeeeeeeeneeeeeeeeeeeeeeeeenseeeneeseneeneeees 4 B Determining an already defined In House Program Library s ssssusnnnennnnnnunnnnnnnnnnnnnnnnnnnnnnnna 6 C Identifying a New In House Program Library ecccceeeseeeeeeeeeeeeeeneeeeeeeeseeeeeeeeeseeeeaeeeseneeeeees 8 D Checking for Object and Member LOCKS cccsssseceeeeeeeeeeneeeeeeeeseeeneeeeseeeeeeeseneeneeeseseneneeeees 10 E Attaching the Trigger Programs siisiieiissisicesctasiniansnccssansncdstenaiannananasedenensanincscanensnetsncidiaanannaceien 12 F Setting up Java Program
9. displayed on this screen type the addresses to be used Note Do not change any other values on this screen 12 Press Enter 1 4 2007 2 02 00 PM Page 22 of 25 CMS Interface Setup Manual v1 1 Pa Textura Construction Payment Management 3 Digital Certificate Manager A Accessing the Digital Certificate Manager To access the Digital Certificate Manager 1 Start the HTTP Admin server on the iSeries by typing the command STRTCPSVR SERVER HTTP HTTPSVR ADMIN 2 Press Enter It may take several minutes for the server to start 3 While waiting for the server to start open a browser session and prepare to enter the following url http the address of the iSeries 2001 The system will prompt you to type a User ID and Password 4 Type the iSeries Security Officer ID and Password The system displays the iSeries Tasks page IBM iSeries Tasks m C IBM Carportion 2000 ISERIES270 COM q IBM Web Administration for iSeries Configure HTTP servers application servers and deploy applications iSeries Navigator URL Advisor Leam how to add OS 400 administration tasks into your web applications Sle Digital Certificate Manager Create distribute and manage Digital Certificates a IBM Directory Server for iSeries Administer the IBM Directory Server IBM IPP Server for iSeries Configure the IBM IPP Server iSeries Web Based Help Server Adruraster the iSeries Web based help server Requires
10. elect option 1 Add e Route Destination of DFTROUTE e Subnet Mask of NONE e Next Hop of lt desired gateway IP address gt 6 Press Enter 1 4 2007 2 02 00 PM Page 18 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management The system displays the Add TCP IP Route ADDTCPRTE screen Fle Edt View Communication Actions Window Help HG AD ais a ik ck r of al al Add TCP IP Route ADDTCPRTE Route destination gt XDETROUTE Subnet mask a nws wen nemh 3 x ONE TORE OT SErUIGE so res uap NORMAL MINDELAY MAXTHRPUT Next hop EREE 10 10 2 254 Preferred binding interface xNONE Maximum transmission unit xIFC 576 16388 Route natris s oas WER HEM 1 1 16 Route redistribution xNO_ xNO YES Duplicate route priority T 5 1 10 05 037 7 Leave all of the default values on this screen as is and press Enter to add the route entry 1 4 2007 2 02 00 PM Page 19 of 25 CMS Interface Setup Manual v1 1 Ea Textura Construction Payment Management After the Route entry has been added the system displays the Work with TCP IP Routes screen which now includes the entry you have just added Communication Actions Window Help a am a L le a Work with TCP IP Routes Type options press Enter 1 Add 2 Change 4 Remove 5 Display Route Subnet Next Preferred Opt Destination Mask Hop Interface F3 Exit
11. ll display the Work with Member Locks screen Fle Edt View Communcation Actions Window Melp a Sik AL Bs a wh eek a ele Work with Member Locks System RYAN270 File JCPCGO Type PHY Library CMSFIL ASP device SYSBAS Member Job User Lock Status Share JCPCGO QPADEVOOPS JKNEIP SHRRD HELD SHRRD HELD QPADEVOORJI SJUERGEN xSHRRD HELD SHRRD HELD QPADEVOGRi BOLUWOLE xSHRRD HELD QPADEVOORS KAY SHRRD HELD Note Do not attempt to attach the trigger programs until all three files show there are no locks 1 4 2007 2 02 00 PM Page 11 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management E Attaching the Trigger Programs Once you have identified that the three files are not being used 1 Type the following command to attach the trigger programs CALL PGM In House Library TXTTRIG PARM CMS File library In House Library 2 After the triggers have been attached enter CMS and go to the TXTURA menu Fle EGR View Communication Actions Window Help Construction Management System tic ele Accounts Payable 13 Plant Sales Accounts Receivable 14 Project Administration Bill of Material 15 Property Management Equipment Accounting 16 Purchasing Equipment Maintenance 17 Report ConStructor General Ledger 18 Service Request Human Resources 19 Subcontractor Search Job Costing 20 Time and Material Material Requisition 21 Executive Inquiry Order Processi
12. ly exchange files with the Textura web site B Determining an already defined In House Program Library As the system master security officer 1 Type CALL SYS955 2 Press Enter The system displays the System Environment Maintenance screen 1 4 2007 2 02 00 PM Page 6 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management Fie Edt View Communication Actions Window Help Date 11 06 06 SYS955 Name CMSFIL Description Base CMSFIL Environment Sfk a Restricted N Y N Data Libraries CGC CMS File CMSFIL CGC User File USRFRYN332 Program Libraries In House TEXTURA CGC User USRRYN332 Applications CMSLIB APPLIB ARPLIB GLPLIB HRPLIB JCPLIB PRPLIB RWPLIB ISPLIB Use this screen to determine if an In House program library has already been defined to your CMS configuration If the In House program library is not blank this is the library in which to place all of the Textura interface programs and related objects 3 Record this library name for use during the installation process If the In House program library name is blank you need to identify a new In House program Library 1 4 2007 2 02 00 PM Page 7 of 25 CMS Interface Setup Manual v1 1 Pa Textura Construction Payment Management C Identifying a New In House Program Library To identify a new In House program Library if the In House program library name is blank 1 Exit the Update Environment screen 2 Create a
13. new library called TEXTURA by typing the command CRTLIB LIB TEXTURA TEXT Textura CMS Interfaces 3 To make the user profile TEXTURA the owner of the library after creating the Textura library type the Change Object Owner command CHGOBJOWN OBJ TEXTURA OBJTYPE LIB NEWOWN TEXTURA 4 Transfer the Textura Interface Save File from your PC to the iSeries via FTP a On the iSeries create a temporary save file in library QGPL by entering the following command CRTSAVF QGPL TXTURASA VF b On your PC enter DOS mode and perform following actions i Type the ftp IP address of your iSeries and press Enter ii Type your iSeries Security Officer user ID and press Enter iii Type your user Password iSeries password for the Security Officer and press Enter iv After you are logged on as the Security Officer change to binary mode v Type ftp gt bin and press Enter vi Temporarily place the Textura Interface save file in library QGPL on the iSeries by typing ftp gt put directory path of save file Textura savf qgpl txturasavf The system transfers the save file to the iSeries vii Type ftp gt quit to end the ftp 5 Restore the Textura Interface objects to the In House program library found when you performed section B Determining an already defined In House Program Library If no In House program library was previously defined the library name of TEXTURA will be used 6 Type the Restore Object command to place all
14. ng 22 System Administration Payroll 23 User Menu Payroll Canadian 24 Integration Suite 25 Project Control System 28 Custom Menu 1 2 3 4 5 6 is 8 9 ee Ne 90 Sign Off Fastpath TXTURA ICMSFIL 34 3 Base CMSFIL Environment Computer Guidance Corp it s 1 4 2007 2 02 00 PM Page 12 of 25 CMS Interface Setup Manual v1 1 Eg Textura Construction Payment Management 3 Type TXTURA in the Fastpath The system displays the Textura Interfaces menu Fie Edt View Communication Actions Window Hep AD AN BS a les ile DB OO TXTURA QPADEVOORR USRTXTURA Textura Interface Management Fastpath 34 3 Base CMSFIL Environment Computer Guidance Corp Fi Help F4 Prompt F6 Utility F10 Command F11 0ptions F12 Previous F22 Lock 4 Select option 1 Work with Send Receive Schedule 1 4 2007 2 02 00 PM Page 13 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management The system displays the Textura Send Receive Scheduler screen This screen enables you to manage how often the system will send and receive data to from Textura Fie Edt View Communication Actons Window Help DD AS E a t wie a e Date 12 02 06 Textura Send Receive Scheduler QPADEVOOJIR Time 09 07 56 QSECOFR TXTSCHMO1 End time for sending information to Textura Ea 17 00 00 Scheduling interval hours for sending information to Textura 1 00 Suspend sending information to Te
15. ntries TEXTURARCV and TEXTURASND to automatically start the send and receive jobs on Monday through Friday e Restore the Textura directory to the IFS e Place all Textura CMS interface files into the CMS File library e Add the TXTURA menu to the CMS menu system 1 4 2007 2 02 00 PM Page 9 of 25 CMS Interface Setup Manual v1 1 Ea Textura Construction Payment Management D Checking for Object and Member Locks After the install process has completed use the following command to insure that no users are currently working with the three CMS files to which Textura trigger programs are going to be attached Note You cannot attach the trigger programs while the files are in use Trigger programs will be attached to the following CMS files JCPCGO Change Orders APPCNS Subcontract Status APPCTD Subcontract Text Detail After the install process has completed 1 Type WRKOBJLCK CMSFIL JCPCGO FILE and press Enter The system displays the Work with Object Locks screen Fle Edt View Communication Actons Window Hep D Hib BB a t 2 a ae Work with Object Locks Type options press Enter 4 End job 5 Work with job 8 Work with job locks Opt Job User Lock Status Thread Bottom F3 Exit F5 Refresh F6 Work with member locks Fi2 Cancel 1 4 2007 2 02 00 PM Page 10 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management 2 Press F6 to check for member locks The system wi
16. of the Textura CMS interface objects in to the In House library as follows RSTOBJ OBJ ALL SAVLIB TEXTURA DEV SAVF SAVF QGPL TXTURASAVF MBROPT ALL RSTLIB In House Library If no In House library was previously defined to CMS a Type CALLSYS955 press Enter and repeat step 2 above to define TEXTURA as your In House program library 7 After the TEXTURA programs have been restored to your system type the following command to perform a series of installation activities In House Library INSTALLTXT 1 4 2007 2 02 00 PM Page 8 of 25 CMS Interface Setup Manual v1 1 Ea Textura Construction Payment Management 8 Press F4 The system displays the Textura CMS Interface Install screen fle Edt View Communication Actions Window Hep St AS BS a t t clk a Oe Textura CMS Interface Install INSTALLTXT Type choices press Enter Bottom F3 Exit F4 Prompt F5 Refresh Fi2 Cancel F1i3 How to use this display F24 More keys 9 Type the name of the CMS file library usually CMSFIL and the In House library containing the Textura CMS interface objects 10 Press Enter The installation process performs the following activities e Create Job Queue TEXTURA in library QGPL e Create Job Description TEXTURA in library QGPL e Add Job Queue Entry to the appropriate subsystem based on how the iSeries is configured This will either be subsystem QBATCH or QBASE e Add and place on hold two Job Schedule E
17. tallation process two Auto Schedule Job Entries were placed on the system but are being held until testing and user training have been completed When production implementation is ready these two schedule entries will need to be released 1 At that time enter the command WRKJOBSCDE to work with the entries 2 Press Enter The system displays the Work with Job Schedule Entries screen Fie Edt View Communication Actions Window Help a HS ARA BS wu eich a ee Work with Job Schedule Entries RYAN270 11 29 06 11 37 52 Next Schedule Recovery Submit Job Status Date Time Frequency Action Date STRWAS ScD USER DEF 04 00 xWEEKLY SBMRLS 11 30 06 STRWEBTBC ScD USER DEF 06 00 xWEEKLY SBMRLS 11 30 06 TEXTURARCV HLD USER DEF 07 00 xWEEKLY SBMRLS 11 30 06 TEXTURASND HLD USER DEF 07 00 WEEKLY SBMRLS 11 30 06 VENDOR ScD USER DEF 05 00 xWEEKLY SBMRLS 11 30 06 Bottom Parameters or command gt 3 Page down until the two Textura jobs are found TEXTURARCV and TEXTURASND 4 Select option 6 Release for both of these jobs 5 Press Enter The status of both of the jobs will change to SCD meaning scheduled 1 4 2007 2 02 00 PM Page 16 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management 2 iSeries Internet Access A Configuring iSeries for a Domain Name Server Check to see if the iSeries has been configured for a domain name server 1 Type the command CFGTCP
18. xtura i peua W Ending time for receiving information from Textura x a E gt a iT Scheduling interval hours for receiving information from Textura 8 00 Suspend receiving information from Textura 5 3 E Send information to Textura now Receive information from Textura now 1 4 2007 2 02 00 PM Page 14 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management F Setting up Java Program Variable Values You now need to set up the variable values used by the Java program to send and receive data In order to run this command you must be signed on with a user ID that has a user class of SECADM or SECOFR 1 From a command line enter the following command CHGJAVVAR 2 Press Enter The system displays the Textura Java Variables screen Fle Edt View Communication Actions Window Help Sid S BS a tlt lat B ele Date 12 02 06 Textura Java Variables QPADEVOOKX Time 09 15 03 QSECOFR TXTVARO1 The following variables are used to control the Textura CMS java connection Textura connection User ID texturauserid Textura connection password userpassword_ Textura connection environment production Textura connection jar file textura 1 1 jar Activate CIS interface haii n NO 1 4 2007 2 02 00 PM Page 15 of 25 CMS Interface Setup Manual v1 1 a Textura Construction Payment Management G Releasing Auto Schedule Job Entries During the ins
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