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OpalisRendezVous User`s Manual
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1. Status Startup Started Automatic Network DDE Manual Start Network DDE DSDM Manual NT LM Security Support Provider Manual stop OpalisRdvServer Started Automatic Bane 0 ous Automatic ete Started Automatic Panties OpalisRobotAdministrator Started Automatic Plug and Play Started Automatic Startup Remote Access Autodial Manager Started Automatic xl La Hw Profiles Startup Parameters ee Figure 2 i From the Service dialog box you can control the behavior of your service at system startup A Windows NT service can either start automatically w hen the system boots or w ait until you manually start it either from the Start button or with the net start command Service OpalisRendezVous gt Startup Type Automatic C Manual Cancel T Disabled Help r Log On As System Account T Allow Service to Interact with Desktop This Account Admin S Figure 3 You can also change the user account of the service from the same dialog This allows you to fine tune the security of the service The service is never able to bypass the rights of its user account We recommend that you do not run OpalisRendezV ous under the default system account We recommend that you do not run OpalisRendezVous under the default system account The Service 11 CONFIGURING FLOWS File Flows Setting Up Flows To setup a flow you need to first decide of its direction Incoming or Outgoi
2. RDV connection Enter in the RDV ID field the RDV ID of the destination computer or of the computer used to manage incoming flows for the destination netw ork Input the RDV ncoming password of the destination machine if one is set Select the type of encryption compression you w ant for this flow Note that compression requires free disk space approximately the two third of the size of the biggest file to be transferred See also Service Options File Flow s 18 Database Flows ODBC As ODBC drivers exist for almost all database and data file formats this function allows you to completely automate the information flow of your organization For example you can transfer data from and to text files Excel Access dBase or Foxpro files SQL Server DB2 Oracle Paradox etc You must first configure the sources on the ODBC Administrator and before be sure that the proper ODBC drivers are installed Database Flow of Report new accounts to Sales x When Tab Database Flow name Report new accounts to Sales R T Inactive The When tab lets you define the conditions for the transfer to j What Where After Options tinge occur lt can be S User request the flow willbe executed when triggered manually Every day at 07 00am a a pee using menus or the RendezV ous Launcher CWhenresitofaey f venusito ET Every day at the flow will be triggered at the specified time of
3. Access Denied f the log of a flow indicates that access to an origin or destination file is denied check the follow ing f access is denied to an origin file a file that is described in the What tab check that the account used by the service has sufficient rights to access the file s You can change this account using the Startup button of the Services applet of the Control Panel f the service is using the System account change it for another account Note that the System account has no rights on remote computers so we recommend that you use another account f access is denied to a destination file or directory described in the Where tab check that the account used by the service has sufficient rights to access the directory on the remote computer Required Resource Not Found f you configured flow s that require a system resource that is not installed in the system w hen the flow is initialized an alert is sent to the Alerts tab giving you details about the missing resource and the name of the flows or OpalisRendezV ous functions that failed to start You have to install the resource before trying to execute the flow again Flows that do not require the resource will continue their execution safely See also Requirements section at the beginning of this manual If The Service Does Not Start To help you diagnose startup problems a good thing is to brow se possible alerts in the Alerts tab and new messages in the
4. File Flow of 7am Mktg to Sales x File Flow name 7am Mktg to Sales 4 T Inactive Direction C Incoming Outgoing FTP Advanced Tab This tab is available w hen the flow is using the FTP protocol sd Script files Aer connection Group mask E Script files Scripts are lists of FTP commands that are sent to the server efore eac le transfer H i ry oe eas 7 L during the session User defined script can be sent to the server at four YST E different moments Fie name conversion Saans e After connection to the FTP server nen L Before each file transfer Destination file s T ASCII f After each file transfer Hin gt binl Before disconnection of the FTP session Scripts are located in the FTPScripts sub directory of the OpalisRendezVous directory To create a new script file type its name in the proper field and click the E button The new file is created by the Administrator and Notepad is launched to edit the file Syntax of script files Scripts can contain one or more FTP commands Input only one FTP command per line Lines starting w ith the character are ignored You can use replacement codes to enter variable parameters such as the destination file name Replacement codes are replaced at execution time by the corresponding value A replacement code begins with a sign followed by a letter d destination file name s source file name full pat
5. Launch the OpalisRendezVous Administrator check new alerts Nothing To Do 26 If You Cannot Connect To a Server Make sure you input the correct name in the Server field The server name is the name of the computer on which OpalisRendezVous service is installed f you are using OpalisRendezV ous service on the local computer and you don t know its name you can enter a dot instead of the name You can find the computer name in the Netw ork applet of the Control Panel Check that you have sufficient rights to connect you must have a valid administrative user account on the computer on which the service is running Help You will find in the Online help Detailed information on how to setup flows and configure service options The Troubleshooting section General documentation of the Administrator or client utilities advanced topics examples information about ordering and much more Your link to the Online help the F1 key or the Help menu You can contact Opalis technical support at support opalis com To help us quickly locate or reproduce your problem please indicate the version of Windows NT and Opalis RendezV ous you are using as well as any information about installed softw are that may interact w ith OpalisRendezV ous You can also brow se valuable and updated information in our Web pages at w w w opalis com OpalisRendezVous Editions OpalisRendezVous exists in several editions Opalis Rendez VY ous incl
6. It flow completes Trager Action none x If flow fails Action Send detailed flow report by e mail to x Address Jadmin mycompany com If nothing to do Action none x Trigger File Flow of 7am Mktg to Sales B File Flow name 7am Mktg to Sales 2 T Inactive Direction Incoming Outgoing When What Where After Options Advanced T Replicate deletion I destination file exists p Filesystem Overwrite Wait delay Bo seconds Fail RAS options C Unique name Bend Hine s R weit 60 seconds between reies Y Same as original Misc options Date of transfer T Move instead of copying Copy options P Wait if local dhectory drive does not evist C Alies Z Archive after transfer in directory Modified files Ies o E T Remove empty folders in destination After Tab The After Tab lets you define an optional action that should take place on the local server or on the remote server after each flow transfer Actions can be Trigger Opalis Robot Event Task on local remote server once the transfer is done OpalisRendezVous can trigger an event or a task in the Opalis Robot service running on the origin or destination server For more details on Opalis Robot brow se w w w opalis com Trigger OpalisRendez Vous flows on local remote server once the transfer is done OpalisRendezVous can trigger another flow on the Opalis RendezV
7. pa activiy Weekly scia every day selected in the Weekly Activity block Sa eee aos Every the flow willbe executed upon the time interval you enter l C es T Sunday When result of query the flow willbe executed each time the B M Thursday result of the query satisfies the entered test RA G The result of the query must be a numeric value and is retrieved a from the first row of the first line returned by the entered query Lo cos __ See also the Options tab You can select a period of the day and the days of the w eek during w hich the flow is active By default flows are active during the whole day If you select Active Only the flow will only be executed inside the time period you enter Purge at option At the purge hour the flow will be executed no matter w hat may be the result of the test query or the configured periodicity Database Flow of Report new accounts to Sales x Database Flow name Report new accounts to Sales H T Inactive What amp Where Tab where Alter Options The What amp Where tab lets you map origin to destination fields ODBC Origin ODBC Destination Source Accounts Source Sales a A 9 x 9 KL cooo C You must first input the information regarding origin and destination Password I laa Password Origin to destination mapping Origin table Dest table Account Origin column Dest column Accounts ID gt Account ID Accounts FirstN ame
8. for Workgroup OS 2 Unix w ith Samba or any other system w ith the SMB protocol installed Yes Select Type Copy and Access Direct No Go to next question ls the receiver a Unix mainframe or any system with an FTP Server installed Yes Select Type FTP and Access Direct No Install FTP Server on the receiver ls there a direct dial up link betw een the sender and the receiver Yes Go to next question No Go to question 7 ls the receiver a Windows NT computer Yes Select Type Copy and Access RAS No Go to next question ls the receiver a system with FTP Server installed Yes Select Type FTP and Access RAS No Install FTP Server on the receiver ls there a dial up link betw een the sender and the receiver netw ork Yes Go to next question No Go to question 10 ls the dial up server a Windows NT computer or the destination netw ork a Window s Netw ork Yes Select Type Copy and Access RAS No Go to next question ls the receiver a system with FTP Server installed Yes Select Type FTP No Go to next question Are both sender and receiver connected directly or through a dial up link to the Internet or to your intranet Yes Select Type RDV and Access RAS No We currently have no way to communicate with this system File Flow s 15 Copy Flows File Flowname 7am MkigtoSales T F T Inactive Direction Incoming Outgoing When Copy is selected in the H
9. how to solve it You can view OpalisRendezVous alerts in the Administrator or receive them by e mail OpalisRendezVous Architecture OpalisRendezV ous has a client server architecture The Administrator lets you configure flow s monitor activity consult log and alerts w hile the OpalisRendezV ous service performs the data transfer Figure 1 Concept 9 The OpalisRendezV ous service runs unattended in the system background L executes the flows as you configured them using the Administrator w rites all its activity on the log and reports problems using alerts This architecture has numerous advantages e You can administer an OpalisRendezVous service running on a remote computer even via a dial up RAS link e You can administer several OpalisRendezVous services from your computer each one will have its own w indow e The service can w ork even if no user is logged on the system console The OpalisRendezVous takes account dynamically of the changes you make in its configuration If the settings of a flow are changed while an occurrence of the flow is running changes will take effect the next time it is executed Concept The Service The OpalisRendezV ous is a service Services are background processes that run w ith no console interaction Like all other Window s NT 2000 services OpalisRendezV ous can be started stopped and configured from the Services applet of the Control Panel see Figure 2 Services
10. order to to exchange files f the destination computers are not currently connected the server gives the RDV client information about their intended future connection time To calculate its next connection time the RDV client uses this information and the values of the Connect every Margin and Idle time fields Connect every is the average delay betw een two connections and can differ of plus or minus the Margin value Example If Connect every is set to 10 minutes and Margin to 3 minutes the next connection w ill alw ays occur betw een 7 and 13 minutes after the previous one Idle time corresponds to an inactivity period that the RDV client will alw ays w ait before disconnecting This delay enables to w ait for possible incoming connections or destination computers to connect to the server Before disconnecting the RDV client alw ays checks that no more immediate connections are possible f you use a Custom frequency that lets you input values in the Connect every Margin and Idle time fields be sure to enter values that make sense for the application you w ant to setup Do not hesitate to contact us for any help We recommend that you use pre defined values See also Technical support Tip w hen you configure RDV clients that w ill exchange files select frequency values that are close or best the same for both sides This w ay they will naturally synchronize and use less time and resources to connect Service Options 23 In t
11. using RAS Finally you enter the destination information such as the computer name the directory and the necessary connect information The RDV protocol The RDV protocol is an Opalis innovation that allows transfers to be automated over the Internet or intranets even betw een computers not permanently linked to the netw ork like regular Internet dial up clients This means that if both sender and receiver have Internet access and are Window s NT computers they Il be able to automatically transfer files An intermediate entity called RDV server is used to help senders and receivers connect and exchange files The purchase of OpalisRendezVous includes an unlimited right to use the Opalis RDV Internet server rdv opalis com Log The log contains the history of flow execution Each time the conditions for a flow to be triggered are met a new instance of the flow is created as well as a new log entry Log entries are per flow and per start time The log of a flow instance contains information on the result of the flow as well as the status of the transfer for each transferred file Alerts Alerts keep you aware of any problem that may have occurred during flow execution These problems or errors can be temporary disk full FTP server dow n etc or can prevent the execution of future instances of the flow RAS or TCP IP not installed etc An OpalisRendezVous alert gives you a clear status of the problem as well as directions on
12. 6 File Flow of 7am Mktg to Sales x File Flow name 7am Mktg to Sales 4 T Inactive Direction Incoming Outgoing When What hers After Options FTP Advanced How Access Usemame ComMktg Password Destination FTP server SalesSrv Directory Marketing FTP settings Usemame Mkta Password e FTP Flows This transfer mode requires TCP IP A cms my R When FTP is selected in the How option the flow w ill use the FTP C Rendezvous Domain CORP_SALES R protocol to transfer the files Security The rights that apply to the transfer are those of the account entered in the FTP Settings fields RAS can be used to connect to the destination machine or netw ork RAS entry is configured in the RAS Phonebook program The destination machine is not necessarily the RAS or PPP server i e the machine that receives the dial up connection It can be another computer of the destination netw ork in this case ensure that this computer w ill transmit netw ork packets to the destination computer Destination Enter in the tw o fields the FTP server name and the directory of the destination in w hich the files have to be transferred Note that the directory path can be relative to the home directory of the user entered in the FTP Settings no character at the beginning of the path or absolute if the FTP server and user rights allow it a character at the beginning of the path
13. Laser1 For each choice you can select a normal report all alerts and the status of all flows of the day or a detailed report all alerts and a detailed log of all flow s of the day Mail Tab In this tab you configure the options that w ill be used by OpalisRendezV ous to send electronic mails In the Mail system list select the type of your mail system SMTP This option requires TCP IP Input the name of your SMTP server in the Mail Server field and the e mail address you w ant to appear in the header of sent mails in the Username field RAS Select Direct if the computer is on the same netw ork as the mail server or is permanently connected to its netw ork Select RAS if the computer needs to establish a dial up connection to connect to the mail server RAS options T the modem is busy or the line is dropped before the connection is established Opalis Rendez Vous w ill retry to connect Enter in the two fields the number of retries and the delay betw een retries Service Options 22 Product ID Tab This tab contains the licensing information of your OpalisRendezV ous product The Extensions button lets you access the License extensions dialog From this dialog you can add and remove Client Extension licenses as well as Flow Extension licenses A client is a computer from or to which files can be transferred by the Opalis Rendez V ous service One client is included in the standard license Client Extension licenses increase the
14. NC name of this shared directory in the Directory field of the What tab 2 It is recommended to use the User request and Wait if origin directory drive does not exist options File Flow s 14 Create and Reset History commands When you Click with the right button of the mouse on a flow a popup menu appears This popup menu contains various commands that will let you copy paste delete or trigger a flow The last two items of the popup menu are Create History This command creates the history for the flow taking into account the current state of the source folder s and file s of the flow When a new history is created the existing file s and folder s are marked as already transferred thus after the command only new or modified files are transferred by the flow Reset History This command reset the history of the flow Any file previously transferred w ill be transferred again during the next execution of the flow Please note that the service has to be stopped for that commands to be issued Choosing the Right Type for your Flow Follow the guide Answer to the follow ing questions and you will find out w hat type you should choose for the flow you re creating Jn the following questions we call Sender the origin computer and Receiver the destination computer ls the receiver on the same LAN as the sender Yes Go to next question No Go to question 4 ls the receiver a Windows NT Window s 95 Window s
15. OpalisRendezVous User s Manual version 1 60 Copyright c Opalis Softw are Inc 1995 2000 All rights reserved Information in this document is subject to change without notice Copyright 1998 2000 Opalis All rights reserved Opalis is a registered trademark of Opalis b v Microsoft and MS are registered trademarks and Window s and Window s NT Window s 2000 are trademarks of Microsoft Corporation CompuServe is a registered trademark of Compuserve Inc Transact SQL is a trademark of Sybase Inc Other products and company names are trademarks or registered trademarks of their respective holders Contact information Head Office Opalis Softw are Inc Tel 416 253 9383 833 Oxford Street 2nd floor Fax 416 253 7646 Toronto ON M8Z 5X4 Toll free 1 888 OPALIS1 Canada European Office Opalis Softw are B V Tel 31 79 346 2910 Engelandlaan180 Fax 31 79 346 2911 Zoetermeer 2711 DW The Netherlands Opalis website w w W Opalis com Technical Services 1 416 253 1750 support opalis com General information info opalis com TABLE OF CONTENTS TABLE OF CONTENTS GETTING STARTED OVEIVIEW i aa 23T S220534 a a TIER ATA HAT RATRE ia sabes FIC CNS E TEH GTU FR 7 6 et EE gaT TL Tandoor daa EREET ada Taare System Require MENTS iced RR R ST K a Taa aaa aa oR ie Manda taal WS TANTO Mastic s e E A H H A eae GONG PTT LTTE TTT CONFIGURING FLOWS File FIOW S f2cssinoates ieotindssaenads sevtonsduiaben aed nsdhsae on
16. Window s NT Event Log As all Windows NT services OpalisRendezV ous cannot interact with the user and uses the Event View er to send information about its execution and possible problems f the service does not start using the Administrator check that you have administrative rights on the computer on w hich the service is running then go to the Services applet of the Control Panel and try to start it using the Start button If the service does not start you can receive the follow ing error messages Error 1069 logon failure Ensure that the passw ord of the account used by the service is correct Note that w hen the passw ord of the account used by services is changed you have to manually update it using the Startup button of the Services applet of the Control Panel Error 1075 dependency does not exist Check that Remote Access Service is installed if you re using RAS functions f you stopped using RAS functions and removed RAS from your system delete the follow ing values of the registry under key HEY_LOCAL_MACHINE System CurrentControlSet Services OpalisRendezV ous delete the DependOnGroup and DependOnService values Be cautious when editing the registry since incorrect use of the registry editor may cause system failures Other error such as error No 2040 Go to the Window s NT Event Viewer located in the Administrative Tools group and check possible error messages in the System or Application logs f the Event Log is full clear it
17. abt ava AAA Database A a OA AA E AA E E tal teunatidunind were T A A A LOG AND ALERTS EEE ETLE A E saute acannon LHR HRH ANATH aaa Er AGL T TTT T OPTIONS Serice DHOTE 252465 Ra ERE AR ALLEE AHA AR ERARE T Haa IR ORALE 231 AOMINIStrator a TTT TROUBLESHOOTING Nothing TO DO TTT TTT AGCESS DENIC TTT Required Resource Not Found TTT If The Service Does Not Start ccccccccccecseeseee ee eee RESTE EATER DATA INDEX GETTING STARTED Overview OpalisRendezV ous is a powerful tool for maintaining and distributing files across the LAN WAN or Internet It automates data management functions such as replicating transferring archiving and mirroring of files and database rows to enable proactive administration of data distribution in Window s NT 2000 environments OpalisRendezVous extends beyond simple copying to deliver the advanced features necessary to maintain data integrity and availability Flexible scheduling options and real time monitoring enable automatic delivery of mission Critical files across the netw ork File distribution such as w eb publishing tasks can be initiated based on date modifications security changes file attributes and size thresholds Advanced features including overw rite fail and unique name provide administrators w ith greater control over data management and ensures that files directories and servers have the most current copies of files and application data OpalisRendezVous can also rep
18. and data OpalisRendezVous runs on both an NT Server and an NT Workstation Server OpalisRendezV ous server licenses are installed on the computer that is triggering the file distribution or replication tasks An OpalisRendezVous Server License is a softw are product a service that runs on Window s NT 2000 Licenses can be entered during installation or through the user interface by going to Options Service Product ID and entering the serial number and product key An OpalisRendezV ous Server License includes 1 Client License not counting the local computer This means each server license can push or pull files from one computer An OpalisRendezV ous Server License supports a maximum of 256 flows Flows are the number of configurations that are set up within the product Client OpalisRendezV ous client license open distribution privileges to remote computers A Client License is required for each computer w here files are transferred This is a paper license that is entered during installation or through the user interface by going to Options Service Product ID Click on the Extensions button to add client licenses No softw are is required on the client where files are transferred A Client License is only required for Copy and FTP flows Flows using RDV protocol and Database flows do not require a Client License Please refer to the System Requirements section for information on using the RDV protocol If n
19. ansferred rows will be the Optional where clause for Origin source query AR N EU AERIS multiplication of the number of rows of each table j Before transfer query origin source p After transfer query origin source select count from accounts S S Ne Nees You do not have to input the WHERE word E RAS can be used to connect to the destination machine or Lena TEE netw ork RAS entry is configured in the RAS Phonebook program The destination machine is not necessarily the RAS or PPP server i e the machine that receives the dial up connection Before transfer query origin source After transfer query origin source Y ou can input in each of these fields an ODBC query that must be executed before and or after the database transfer The queries are not necessarily related to the tables that are transferred The queries are executed in the origin source Misc Options Test query every n minute s this option applies to the When result of query trigger option Where tab You indicate here the number of minutes that separate two tests for the query result Example Let s say you w ant to transfer data from two tables of a source named INPUT to a table of a source named OUTPUT INPUT columns are NAME and ADDRESS from the PEOPLE table and CITY from the CITIES table OUTPUT columns are NAME ADDRESS CITY on the CUSTOMERS table First you decide w hen to transfer the rows in the When tab In the What amp Wh
20. d El TZ Include sub directories Filters 0 What Tab ff the flow direction is Outgoing the What tab lets you define w hat data has to be transferred If the flow direction is Incoming the What tab lets you define how the files have to be transferred and w hat files have to be transferred For more details on how the files have to be transferred please refer to the Where tab In the Origin directory field enter the origin directory To include all sub directories of the entered origin directory check the Include sub directories option By default all files are taken into account You can restrict file type to be processed using the Filter options To do so click on the Filter button and input the list of files you w ant to include and or exclude from the flow transfer Enter one file per line and characters are authorized to create file filters f the flow direction is Outgoing the Where tab lets you define how and where the files have to be transferred If the flow direction is Incoming the Where tab lets you define where the files have to be transferred When you select a type in the How option the other fields and labels of the dialog are dynamically modified to let you enter the proper configuration values File Flow of 7am Mktg to Sales B File Flow name 7am Mktg to Sales 2 T Inactive Direction Incoming Outgoing When What Where After Options Advanced
21. ensured by the connection settings For flows using the RDV protocol OpalisRendezV ous is required on the destination computer OpalisRendezV ous is available in Receiver edition System Requirements 6 Installation You must have administrative rights to install OpalisRendezVous The default installation path is C Program Files Opalis Opalis Rendez V ous 1 Run the Installer by clicking the OpalisRendezVous install link from the HTML menu or double click the OpalisRendezVous executable 2 Select Install to begin copying files The installer w ill display setup completed w hen finished 3 Open the OpalisRendezVous user interface and go to Options Service Product ID and enter the serial number and product key 4 Enter the any client licenses by clicking on the Extensions button 5 Once a serial number and key are entered select OK to finish 6 Restart the service ODBC Installation After installing OpalisRendezV ous you may install ODBC Administrator if not already installed on your system ODBC distribution is usually provided w ith your database system RAS Installation Install Remote Access Service use Netw ork applet of the Control Panel Select Services tab then click Add and select Remote Access Service under Windows NT 3 5x click Add Softw are button You may install Remote Access Service even if you do not have a modem by associating a communicati
22. ere tabs you enter connect information for the INPUT and OUTPUT sources Then you enter by pair the tables columns involved and send them to the Relations list by clicking on the Add button The relation list then contains PEOPLE NAME gt CUSTOMERS NAME PEOPLE ADDRESS gt CUSTOMERS ADDRESS CITIES CITY gt CUSTOMERS CITY In the Options tab you enter a Where statement to restrict processing to the proper number of rows PEOPLE ZIPCODE CITIES ZIPCODE You can also add other restriction such as AND PEOPLE PRODUCT TV if you want to select customers that are interested by the TVs you sell Please note You must map columns that have compatible types such as character to character or numeric to numeric how ever automatic conversion is usually done during the transfer for example from a number stored in a character column to a numeric column This conversion depends on the ODBC driver used Alltables must exist when the flow is executed Database Flows 20 LOG AND ALERTS Logs The log contains the history of flow execution Each time the conditions for a flow to be triggered are met a new instance of the flow is executed and a new log entry is created Log entries are per flow and per start time The log of a flow instance contains information on any problem that may have occurred during the execution of the flow as well as the status of its transfer for each transferred file You can sort the log entri
23. erver and the destination computer is the local server Select Outgoing if the origin computer is the local server and the destination computer is a remote server Once you have decided w hat direction you flow w ould go its setup is divided into a few tabs When What and Where The follow ing section describes the configuration of an outgoing flow When What Where Options When In the When tab you can choose to start the transfer e On user request e at regular intervals for example every 10 minutes or every day at the same time e ateach modification of the source data for example w hen a new file is copied in a directory e when a sufficient amount of new data has arrived for example when the size of the watched directory exceeds 250 KB Note You can alw ays manually trigger a transfer using Ctrl T shortcut or menu commands What In the What tab you indicate w hat data has to be transferred that is e the origin directory e files to include or exclude e sub directories Concept 8 Where In the Where tab you choose how to transfer the files or rows e using the standard Windows NT copy e using the FTP protocol e using the RDV protocol a convenient w ay to send files betw een two dial up computers over the Internet or your intranet You also indicate if the link betw een the origin and the destination is direct for example w hen the destination is on the same site or needs to be established
24. es by clicking on the label of each column of the list To view the detail of a log entry select the entry and double click or press on the Enter key the Log Detail w indow pops up You can navigate in the entries using the Previous Next buttons of the Log Detail dialog To interrupt a flow that is currently running select the entry and choose the Interrupt command in the popup or Edit menu At this time the execution of the flow is suspended and you can choose to interrupt the flow or cancel the interruption When you cancel the interruption the flow resumes its execution normally Alerts Alerts keep you aw are of any problem that may have occurred during flows execution These problems or errors can be temporary disk full FTP server dow n etc or can prevent the execution of future instances of the flow RAS or TCP IP not installed etc An OpalisRendezV ous alert gives you a clear status of the problem as well as directions on how to solve it You can view OpalisRendezV ous alerts in the Administrator and receive them by e mail You can sort the alerts by clicking on the label of each column of the list To view the detail of an alert select the alert line then double click or press on the Enter key the Alert Detail w indow pops up You can also navigate in the list using the Previous Next buttons of the Alert Detail dialog Logs 21 OPTIONS Service Options General Settings Log amp Alert Tab Delete logs older
25. fer completion This option lets you keep a complete history of all file versions since the files w ill be copied in a separate directory for each instance of a flow The directory name is formed using flow name and execution date lt archive_dir gt lt flow_name gt lt execution_date gt Note that if the flow name includes a character that is not authorized in a directory name this character wil be replaced by an underscore _ For example files of a flow named Files for Seattle executed at 8PM on 1 1 2001 with c archive as archive directory will be archived in c archive Files for Seattle 2001 1 1_8 0 00 9 Archive Files for Seattle 2001 1 1_8 0 00 Wait if origin directory drive does not exist By default if the origin directory does not exist the flow cannot execute in this case the flow stops its execution raising an alert If this option is set the flow will not fail and w ill w ait for the directory to be created before starting This option is useful if the directory resides on a removable drive in which case the flow will start its operation w hen it will detect the insertion of a disk with the proper directory Important note for removable disk users 1 If no disk is present w hen the flow is waiting Windows NT sends an Abort Retry Ignore dialog to the system console that blocks the execution of the flow To prevent this behavior create a shared directory of the removable drive and input the U
26. flows See also the What tab and the Wait Delay option on the Options tab When total directory size overpasses the flow willbe executed each time the total directory size overpasses the entered threshold The total directory size is the sum of the sizes of all its files including files in sub directories if the Include sub directories option is checked This option applies only for Outgoing flows Note that the flow will not be triggered again until the size of the directory first passes under the threshold X Tip You can use the Move instead of copying option and the Archive after transfer option to empty the directory after the transfer See also the What tab and the Options tab You can select a period of the day and the days of the w eek during which the flow is active By default flows are active all days of the w eek and during all the day If you select Active Only the flow will be executed only during the period of time you enter e Purge at option is useful if you set the flow to be executed when the directory size overpasses a given threshold At the purge hour the flow will be executed no matter w hat the size of the directory or the periodicity File Flow s 12 File Flow of 7am Mktg to Sales B T Inactive File Flow name 7am Mktg to Sales 2 Direction Incoming Outgoing When What Where After Options Advanced Origin Directory D Mkt
27. gt Account FirstName Accounts LastName gt Account LastName Accounts Address gt Account Address Accounts Cy gt Account City Accounts State gt Account State Anie pepi ene z There can be only one origin and one destination source but you can transfer columns from several tables to one destination table Basically the database flow performs a merge betw een the result of a SELECT statement on the origin source and the input of an ODBC sources Then you enter origin table and origin column names destination table and destination column names and click the Add button The table column pair is sent to the bottom list To remove a pair from the list select the pair you w ant to remove and click the Remove button INSERT statement on the destination source f you use several origin tables make sure that you enter a complete Where statement in the Options tab After Tab this tab is the same as the After tab of file flow configuration Database Flow s 19 Database Flow of Report new accounts to Sales x lel ti ptions Tab Database Flow name Report new accounts to Sales H T Inactive The ODBC Origin WHERE statement is used to restrict the When What Where After ODBC Origin WHERE statement row s involved in the transfer to those matching the specified EEs relation betw een the origin tables If you fail to input a Where x 7 statement the number of the tr
28. h r destination directory u user name p password h client host name the computer name of the machine that connects to the FTP server inserts a sign f a command in a script fails the server response is sent to the log and depending on the script After connection the session is aborted File Flow s 17 Before each file transfer the transfer of the file is aborted transfer is resumed to the next file to be transferred After each file transfer execution continues Before disconnection execution continues Examples These 2 scripts modify permissions of files transferred on the destination server These scripts can be used with the w u ftpd FTP server on a Unix host After Connection Any created directory or file w ill be public 777 permission SITE UMASK 000 After transfer Permissions on the file that w as just transferred are set to 644 SITE CHMOD 644 d File name conversion you can decide that all or some origin files are to be renamed during the transfer to the destination All the files that match the Origin file name list w ill be renamed to the corresponding Destination file name To add a file name conversion input the origin file name in the Origin file s field and the new file name in the Destination file s field then click on the Add button To remove a file name conversion select the conversion you w ant to remove and click on the Remove button The and
29. his tab you also configure how the computer accepts incoming RDV flows Select No incoming RDV if you do not w ant the system to accept incoming flow s f you choose to accept incoming flows for this computer you can restrict access to a period of the day and selected days of the w eek You can add an additional protection using the Incoming password field In this case you have to input the same passw ord in the configuration of flows on the remote computer that w ill send files to this computer See also RDV Flows RDV port this value is for advanced users only Change this value if you w ant to be able to run the RDV server on the same machine as an RDV client See also RendezVous editions Rdv System Tab In the Rdv System tab you configure permanent values such as computer identification or server address RDV ID To work correctly the RDV protocol needs to uniquely identify computers This cannot be done using IP addresses since they can differ from a connection to another on computers linked using dial up lines ldentification is ensured by using the RDV ID that is a unique value assigned by Opalis This value is usually entered at install time It is printed in your Opalis License Card Letter case is relevant f you don t have an RDV ID you can request one by writing to info opalis com Validation is a string that ensures the RDV ID has a valid value It comes w ith the RDV ID RDV servers The Main and Secondary ser
30. le w hen the flow is using the Copy transport When What Where After Options Advanced peep Copy Security When this option is checked the security information of K ams destination fle atibutes the origin file is applied to the destination file Use the security of this account omain or server COMPANY s P P g B pana Ignore destination file attributes When this option is checked the file aa attributes of the destination files are ignored For example if the Check the Reade fle or the Heb destination file already exists and is marked as read only if the when using this option Overw rite option is checked in the Options tab then the OpalisRendezVous flow ignores the read only attribute and overw rites the destination file After the copy the destination file attributes are set back to their original value To assign a privilege to a user account contact your netw ork administrator or go to User Manager Policies User Rights check Show Advanced user Rights and assign the privilege Use the security of this account When this option is checked the flow uses the security of the specified account For this option to w ork the specified account must have the Log On As a Service privilege The account assigned to the service must have the follow ing privileges Act As a Part of the Operating System Bypass Traverse Checking Increase Quota and Replace a Process Level Token File Flow s 1
31. licate database rows between any ODBC compliant data source based on user request scheduled event or query result Replicating SQL Oracle and other DBMS ensures that secondary servers or remote computers alw ays contain the same up to date information as the primary servers Opalis RendezVous supports FTP Copy and RDV protocol transfer methods It takes care of establishing the connection and hanging up when the transfer is done The FTP transfer option enables administrators to distribute files across multi platform environments including Unix VMS MVS AS 400 and Novell The RDV protocol is an Opalis innovation that allows transfers to be automated over the Internet or intranets or betw een computers not permanently linked to the netw ork like regular Internet dial up clients The RDV protocol enables compression to secure data transfers across a Window s NT 200 netw ork An intermediate entity called RDV Server is used to help senders and receivers connect and exchange files Purchase of OpalisRendezV ous includes an unlimited right to use Opalis Internet RDV Server rdv opalis com A single graphical interface enables administrators to create monitor and control data distribution across the enterprise Management features include a status log an error log report generation and notification via email Overview 4 License Structure Opalis RendezV ous has a client server architecture It uses push and pull technology to replicate files
32. ng and then go through the When What and Where tabs You can also take a look at the Options tab but for most flows the default values are appropriate The direction of the flow is considered from the local server Incoming flows are from remote computers to the local server Outgoing flows are from the local server to remote computers The When and What tabs are common to all types of file flows When Tab File Flow name 7am Mktg to Sales al L RT The When tab lets you define the conditions for the transfer to occur It When What Where After Options Advanced can be m Trigger Flow T User request C Everyday at 12005m User request the flow will be executed w hen triggered manually using Cese jo ndl inure the Trigger command or the Ctrl T shortcut Each time a file is modified When total directory size as N Bytes z S a E S E Every day at the flow will be triggered at the specified time of every fi ua G Active all day R Monday 7 Friday selected day of the Weekly Activity block Active only VV Tuesday M Saturday From 9 00a M Wednesday M Sunday lt Bo a Every the flow will be executed upon the time interval you enter c JR Each time a file is modified the flow will be executed each time a file is modified or a new file is copied in the origin directory or its sub directories if the Include sub directories option is checked This option applies only for Outgoing
33. number of clients A Flow Extension license increases the number of flows that can be active simultaneously The standard license has the ability to run 256 flows simultaneously Please note ODBC flows are not be accounted in the number of clients for a server The RDV protocol flows are not accounted in the number of clients for a server How ever for a flow to send files to RDV protocol receivers a Receiver license is necessary on the RDV receiver computer Please contact info opalis com for any question regarding licensing New values are taken into account only when the service starts After inputting new values stop the service and restart it RDV Settings The RDV functions require TCP IP Settings configured using the three RDV tabs affect all flows using the RDV protocol and all incoming RDV flows Rdv Connect Tab In this tab you configure the frequency at which the client w ill connect to the RDV server This is an important value that w ill determine the time necessary for a flow to connect to the destination computer How it works To transfer files or to receive incoming flows an RDV client needs to connect to the RDV server regularly When connected to the RDV server the RDV client exchanges information with the Server about the destination computers it needs to connect to f the destination computers are currently connected the server gives their address to the RDV client The latter then contacts them directly in
34. o serial number is entered the product wil run in evaluation mode for 30 days LOUISE Service Options License Structure 5 System Requirements Service Window s 2000 or Window s NT 4 0 or Window s NT 3 51 5 MB disk space TCP IP for RDV protocol FTP protocol and SMTP functions TCP IP is included in Windows NT distribution ODBC for database functions e Remote Access Service for dial up operations RAS is included in Windows NT distribution Administrator Window s 2000 or Window s NT 4 0 or Window s NT 3 51 or Window s 98 or Windows 95 Window s 98 or 95 Microsoft Remote Registry Services must be installed it is available on the CD ROM Window s 98 tools reskit netadmin remotereg Window s 95 Admin Nettools Remotereg 5 MB of free disk space It is not required to install this softw are if you do not intend to use the corresponding OpalisRendezVous functions ff you use a function that requires this softw are to be installed and the softw are is not present at run time an alert w ill remind you to install it Remote Computers For Copy and ODBC flow s no particular softw are is required on the computers In this case the standard Window s NT security will control that you have the rights to perform the intended action for example replicate files on a specific directory For flows using the FTP protocol an FTP server is required on the destination computer and security is
35. odified or when files are still being saved increase this value To set the proper value perform tests on a loaded computer Start w ith a small delay 3 or 4 seconds and increase the delay until there s only one flow triggered for a large file save RAS options For flows using RAS T the modem is busy or the line is dropped before the connection is established Opalis Rendez VY ous will retry to connect Enter in the two fields the number of retries and the delay betw een retries Copy options Modified files All files By default only files modified since the previous transfer are taken into account You can choose to transfer all files each time the flow is triggered note that this option w ill consume more netw ork resources and is not recommended w hen using dial up lines f the option is set to Modified files w hen the flow is executed for the first time after service startup all files of the directory are transferred Then during the next executions only modified files are transferred The Modified files option is not available yet for incoming FTP flows Replicate Deletion if this option is checked when files are deleted on the origin directory they are also deleted on the destination directory Move instead of copying f this option is set files are removed from the origin directory after transfer completion Archive after transfer in directory f this option is set files are copied in the entered directory after trans
36. on port w ith NullModem or Serial Cable betw een 2 PCs TCP IP Installation Install TCP IP use Netw ork applet of the Control Panel Select Protocols tab then click Add and select TCP IP Protocol under Window s NT 3 5x click Add Softw are button If you re not familiar w ith TCP IP concepts contact your netw ork administrator Installation 7 Concept Flows OpalisRendezV ous is a program that lets you create automated data streams betw een two or more computers Each of these streams is called a flow To create a flow you simply need to answer to the follow ing questions 1 What is the direction of the flow Incoming or Outgoing 2 When do want the transfer to occur Every five minutes When there s something new in a directory 3 What type of data do Iw ant to transfer Files and folders Database rows 4 Where do Iw ant the data to be transferred 5 How do Iw ant data to be transferred By a standard copy Using FTP Using RDV protocol an enhanced w ay to link tw o dial up computers 6 What links the source to the target computer A permanent netw ork A dial up line The Internet In OpalisRendezVous creating a flow is just the matter of answering to these simple questions into the corresponding fields of the File or Database Flow dialogs A basic flow setup is divided into a few tabs When What and Where Direction Select Incoming if the origin computer is a remote s
37. onfiguration are ae E immediately taken into account by the service Otherw ise you must use the Service Apply changes command to ask the service to take account of modifications Only See Berea modified flows are affected by the command If a flow is running w hile it is modified changes will take place when the transfer is complete Check Reconnect to previous server s at startup if you w ant the Administrator to automatically reconnect to the servers that w ere opened at the end of the previous session Up to 10 connections can be automatically established at Administrator startup When Confirmation dialogs is checked all w arning and information dialog boxes are displayed You can disable this option if you are familiar to concepts and behavior of OpalisRendezVous and you don t need the confirmation dialogs Auto refresh Input in the Every n seconds field the number of seconds betw een two log or alerts automatic refresh The value by default is 0 i e never refresh Administrator Options 25 TROUBLESHOOTING Nothing To Do Depending on its settings a flow can be triggered although there is no job to do even if files reside in the source directory lf the Nothing to do messages regularly appear you may w ant to reduce the frequency at which the flow is executed see When tab or check the values of the Options tab especially Move instead of copying and Copy options All files Modified files
38. ous service running on the origin or destination server Send detailed flow report by email once the transfer is done OpalisRendezV ous can send the flow detailed report to the address mentioned in the address field See also the Mail tab in Service Options Options Tab In the Options tab you can modify the default options of a flow adjust system values and select additional tasks to be performed when a transfer is completed If destination file exists f the destination file exists the flow can either overw rite the destination file default create a file w ith a unique name date and time is inserted in the filename before the extension or fail if the current file transfer fails transfer continues w ith the remaining files Destination date Flow s using the Copy type only By default the destination file w ill have the same date as the origin file If set to Date of transfer the file date w ill be modified to the date and time of the transfer File system Wait delay Flow s triggered Each time a file is modified or When total directory size overpasses option only This value lets you adjust the reactivity of OpalisRendezVous to file system notifications w hen files are copied or modified in the origin directory The correct value depends on the application and of the load of the computer The default value 3 seconds is usually a satisfying one If the flow is triggered several times when a file is m
39. ow option the flow will use the sol What a at iors ata standard Window s NT copy that allow s to transfer files to any oe pre computer using the SMB protocol such as all netw ork enabled CHP gt u EE versions of Window s OS 2 Unix using Samba C Roy Doman CORP sales z semame ComMKtg Sacr e pe Security The rights that apply to the transfer are those of the account S R used by the service this account is set during installation and can be V lt modified after installation using the Services applet of the Control Panel RAS can be used to connect to the destination machine or netw ork The RAS entry is configured using the RAS Phonebook program The destination machine is not necessarily the RAS server i e the machine that receives the dial up connection It can be another computer of the destination netw ork in this case ensure that this computer w ill transmit netw ork packets to the destination computer Destination Enter in the two fields the computer name and the shared directory name of the destination The shared directory name can be follow ed by a sub directory f you w ant to transfer files to a local drive enter in the Computer name field the local computer name and input a local directory path in the Shared directory field e g C FILES_OUT BAR ERAN Advanced Tab File Flow name 7am MktgtoSaess sd I Inactive Direction C Incoming Outgoing This tab is availab
40. than if the value is 0 this means OpalisRendezVous will keep all logs otherw ise OpalisRendezVous will delete logs older than the specified value in days Although not recommended a manual purge is possible you can delete the log file flow s log or the log detail files located in the log directory this w ill not interrupt OpalisRendezVous operation Log directory The Log directory is the place where log detail files are stored Email alerts to OpalisRendezV ous w ill send each alert in an e mail message to the entered address To send mail messages OpalisRendezVous uses the settings of the Mail tab Failure indicator The failure indicator defines the level of error you w ant to set for your flows Choose Flow fails if at least one file row not transferred if you want the log to indicate an error when one or more files or database rows could not be transferred the flow log indicates a success for the flow only if all files or database rows are transferred Choose Flow fails if all files rows not transferred if you w ant the log to indicate an error only when no file could be transferred the flow log willindicate a success if at least one file or database row is correctly transferred Reporting Tab Daily reports Every day at midnight OpalisRendezV ous generates a daily report You can choose to receive reports by e mail and or to have them printed Printer name must be entered using the UNC notation e g PrintServer
41. udes outgoing and incoming flows as well as RDV receiver functions Opalis Rendez Vous Receiver edition includes RDV receiver functions only Note that specific receiver softw are is required in the destination computer only for RDV flows See also Requirements section at the beginning of this manual OpalisRendezV ous RDV Server used to synchronize clients using the RDV protocol lf You Cannot Connect To a Server 27 INDEX A Administrator Alerts Archive B Basic Concepts C Compression Control Panel E Encryption F Flow s Concepts Type FTP Information Installation L Log Mail OpalisRendezV ous Editions 25 9 21 14 18 11 12 15 6 17 Po 9 21 22 22 O ODBC 6 7 19 OpalisRendezV ous Architecture 9 Opalis Robot 13 OS 2 16 R RAS 7 Remote Access Service 6 RendezV ous 9 18 How it w orks 23 Incoming passw ord 18 RendezVous ID 18 Settings 23 Requirements 6 S Security 11 16 17 SMB 16 SMTP 22 System account 11 T TCP IP 6 7 23 Technical Services 2 U UNC notation 18 22 Unix 16 WwW Wait delay 14 Window s NT Services 11 28
42. ver fields contain the TCP IP names for the RDV servers The secondary server is used when the main server is down or not accessible Port numeric values at the right of the server fields this value should be changed by advanced users only The default value for the Opalis RDV protocol is 536 See also RendezVous editions Program updates Click this option if you w ant an alert to be generated each time a new OpalisRendezVous update is released and available for dow nload This function w orks w hen you use Opalis Internet RDV server rdv opalis com to synchronize your RDV transfers Rdv Access Tab In the Rdv Access tab you configure how the RDV client system w ill access to the RDV server Access Select Direct if the origin computer is on the same network as the RDV server or is permanently connected to it Select RAS if the origin computer needs to establish a dial up connection to connect to the RDV server netw ork f you w ant to use Opalis RDV Internet server rdv opalis com use the RAS entry to connect to the Internet RAS options T the modem is busy or the line is dropped before the connection is established Opalis Rendez Vous w ill retry to connect Enter in the two fields the number of retries and the delay betw een retries Service Options 24 Administrator Options Administrator Options x General options T Confirmation dialogs ee f the Auto apply changes option is checked modifications on a flow c
43. wildcards are authorized in the file name conversion list Transfer type When set to Binary default value files are sent to the destination host without any modification When set to ASCII end of line markers are replaced depending on the type of the remote host Choosing ASCII transfer mode may corrupt the files do not use this option unless it is required by the application RDV Flows FieFlowname 7am MktgtoSas E T Inactive Direction C Incoming Dutgoing This transfer mode requires TCP IP When What Where Atter Options How Access Access for Rendezvous pee eer When RDV is selected in the How option the flow will use the RDV Rendezvous protocol to transfer the files Destination z Security the rights that apply to the transfer are those of the account E ice used by the OpalisRendezVous service of the destination machine irector arketing Access options and general RDV settings are located in the Options p RendezVous connection E Service dialog Rendezvous ID rdv99999 Incoming password lr i Encryption type _ Encryption Compression gt Des tination mA 7 Enter in the Directory field the path in which the files have to be transferred on the destination machine or netw ork You can enter a path local to the destination machine using drive letters or a path using the UNC notation required if the destination machine is another machine on the netw ork of the RDV receiver
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