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1. Note When you upgrade an existing Spectrum Technology Platform installation you may continue to use your existing license key You do not need to get a new one To install a license key 1 Locate the email containing your license key that you received from Pitney Bowes Important You must install the license key within 45 days of receiving it If you do not you will need to contact Pitney Bowes for another license key 2 Copy the key file to the following directory lt SpectrumPlatformLocation gt server app import The license key is applied to your system There is no need to restart your server If there was a problem installing the license key check the log file in lt SpectrumPlatformLocation gt server app repository logs Depending on whether the key was processed successfully or there was an error processing the key the processed key goes into one of these folders e lt SpectrumPlatformLocation gt server app import archive license keys e lt SpectrumPlatformLocation gt server app import error license keys Spectrum Technology Platform 10 0 SP1 Installation Guide 22 Standard Installation Installing the Server with a Silent Installer The silent install process for the server allows you to pre configure the server installation process so that it runs without user intervention Instead of responding to prompts for information such as the installation location and which modules to in
2. 1 Download the database from the Pitney Bowes Software eStore using the link provided in the release announcement or welcome email You can also download the database from the technical support web site www g1 com support 2 The database is downloaded as a zip file Unzip the database before proceeding with the installation Spectrum Technology Platform 10 0 SP1 Installation Guide 81 Spectrum Databases 3 Unzip the database file s to the location you want If you are installing data from multiple zip files or discs be sure to unzip them all to the same location The database zip files are e LQ0 Contains general database setup files Note Regardless of which set of data you use the files in LQO must be installed e LQ1 Contains the data for Middle East Africa and Asia Pacific LQ2 Contains the data for the Caribbean Central America and parts of South America e LQ3 Contains the data for Eastern and parts of Western Europe LQ4 Contains the data for parts of North America e LQ5 Contains the data for parts of Western Europe e LQ6 Contains the data for parts of North America Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 4 From the location where you extracted the database files right click install bat and select Run as administrator This will launch the Loqate Installer
3. ValidateAddressWithCandidates_Loqate_EGM df only Enterprise Geocoding Module Universal Addressing Module with ValidateAddressWithCandidates_UAM_Loqate_ETM df Loqate Enterprise Tax Module Universal Addressing Module with ValidateAddressWithCandidates_UAM_Loqate_EGM_ETM df Loqate Enterprise Geocoding Module Enterprise Tax Module Universal Addressing Module Loqate ValidateAddressWithCandidates_Loqate df only Enterprise Geocoding Module f ValidateAddressWithCandidates EGM df Enterprise Tax Module N ValidateAssignGeoTAXInfo df Note If errors occur in Management Console or Enterprise Designer delete the client cache To delete the client cache go to Tools gt Options in Management Console or Enterprise Designer click the Advanced tab then click Clear Cache After you clear the cache restart Management Console or Enterprise Designer 3 Optional If you are using the Enterprise Geocoding Module configure the geocoding dataflow to use the geocoding database resource name you have configured on your system Spectrum Technology Platform 10 0 SP1 Installation Guide 106 SAP Siebel and Microsoft Dynamics a In Enterprise Designer open the dataflow GeocodeUSAddressWithCandidates b In each dataflow open the Geocode US Address stage c In the Database field select the name of the geocoding database as defined in the Management Console The default name is KGDDatasource but if the geocoding database has a
4. gt lt param name user value lt user gt gt lt param name password value lt pwd gt gt lt param name schema value oracle gt lt param name schemaObjectPrefix value S wsp name gt lt param name externalBLOBs value false gt lt PersistenceManager gt 07 x Enable clustering at the end of the file right above the lt Repository gt tag Each instance of Spectrum will need to have a distinct id to enable synchronization of clustering to work The delay defines the time delay for synchronization in milliseconds lt Cluster id nodel syncDelay 2000 gt lt Journal class org apache jackrabbit core journal OracleDatabaseJournal gt Spectrum Technology Platform 10 0 SP1 Installation Guide 39 Cluster lt param name driver value oracle jdbc OracleDriver gt lt param name url value jdbc oracle thin lt hostname gt lt port gt lt databasename gt gt lt param name schema value oracle gt lt param name schemaObjectPrefix value rep gt lt param name user value lt user gt gt lt param name password value lt pwd gt gt lt param name databaseType value oracle gt lt param name revision value rep home revision log gt lt Journal gt lt Cluster gt d Comment out the DataStore section lt DataStore class org apache jackrabbit core data FileDataStore gt 6 On all instances of Spectr
5. GlDataMatching i Select Site Map gt Administration Server Configuration Click the Synchronize link and select Synchronize after being redirected 17 Configure data cleansing configuration parameters a Select Site Map gt Administration gt Data Quality gt Third Party Administration On the Vendor Applet include the ff value Spectrum Technology Platform 10 0 SP1 Installation Guide 114 SAP Siebel and Microsoft Dynamics Name DLL Name G1Cleansing Group1Connector b Add the ff BC Vendor Field Mapping Table 6 Siebel Business Business Component Operation Account Data Cleansing Business Address Data Cleansing Contact Data Cleansing List Mgmt Prospective Contact Data Cleansing Personal Address Data Cleansing Table 7 Siebel Industry Business Component Operation Account Data Cleansing CUT Address Data Cleansing Contact Data Cleansing List Mgmt Prospective Contact Data Cleansing Personal Address Data Cleansing c Under each BC operation add the ff field mappings Spectrum Technology Platform 10 0 SP1 Installation Guide 115 Table 8 Siebel Business SAP Siebel and Microsoft Dynamics Business Component Field Mapped Field Account Name FirmName Business Address City City Country CountryName County USCountyName Disable DataCleansing DisableDataCleansing G1 Delivery Point Validation Indicator DPV G1 Latitude Latitude G1 Location
6. If you are not using a virtual machine environment you will need to perform these steps on each of your Spectrum Technology Platform installations Adding a Map File Share You can add a map file share a shared image folder to Spectrum Technology Platform To create a map file share see page 43 To add a map file share 1 Modify the Mapping Service configuration by pointing to a shared image folder and load balance server In the ImageCache change the Directory parameter to a common image directory and change the AccessBaseURL parameter to the load balancer machine image URL If you are using a virtual machine environment remember this IP address as you must set the load balancer VM to this IP address lt ImageCache gt lt Directory gt mnt lt linux mount gt images lt Directory gt lt AccessBaseURL gt http lt loadbalance IP address gt Spatial images lt AccessBaseURL gt lt FileExpire gt 30 lt FileExpire gt lt ScanInterval gt 30 lt ScanInterval gt lt ImageCache gt 2 Set up symbolic link to enable map images to go to the shared file system cd lt spatial server root gt server modules spatial rm Rf images ln s mnt lt linux mount gt images Setting Up a Map Image File Share The file share provides a folder to hold map images generated by Spectrum Spatial Create a shared folder accessible to all Spectrum nodes The file share is not required if maps are returned from the
7. If you are installing this set of Copy these dataflow files to the import folder modules Universal Addressing Module Loqate ValidateAddressWithCandidates_Loqate_EGM df only Enterprise Geocoding Module Universal Addressing Module with ValidateAddressWithCandidates_UAM_Loqate_ETM df Loqate Enterprise Tax Module Universal Addressing Module with ValidateAddressWithCandidates_UAM_Loqate_EGM_ETM df Loqate Enterprise Geocoding Module Enterprise Tax Module Universal Addressing Module Loqate ValidateAddressWithCandidates_Loqate df only Enterprise Geocoding Module l 2 A ValidateAddressWithCandidates EGM df Enterprise Tax Module ValidateAssignGeoTAXInfo df Note If errors occur in Management Console or Enterprise Designer delete the client cache To delete the client cache go to Tools gt Options in Management Console or Enterprise Designer click the Advanced tab then click Clear Cache After you clear the cache restart Management Console or Enterprise Designer 3 Optional If you are using the Enterprise Geocoding Module configure the geocoding dataflow to use the geocoding database resource name you have configured on your system a In Enterprise Designer open the dataflow GeocodeUSAddressWithCandidates b In each dataflow open the Geocode US Address stage c In the Database field select the name of the geocoding database as defined in the Management Console The default name is KGDDatasource but if the geocoding
8. Note Except general database setup files LQO all the other data files are placed inside the DATA folder 5 Follow the prompts during the rest of the installation process 6 From the location where you installed the Loqate database click InstallData bat This will launch the Installation manager that installs the data files Installing Universal Name Module Databases The Universal Name Module provides a load utility to install databases The database files that you load depend on the databases you have licensed Note To install the Universal Name Module databases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running 2 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server 3 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the web site it will be downloaded as a zip file Unzip the database before proceeding with the installation Spectrum Technology Platform 10 0 SP1 Installation Guide 82 Spectrum Databases 4 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Universal Name and Advanced Matching Modules gt Database Load Utility 5 Follow the prompts to complete the installation process The database files are you can install
9. Technology Platform Once you do this users of Siebel Non SDQ will have access to address validation and geocoding functionality from within Siebel Non SDQ 1 On the Spectrum Technology Platform server install the databases required to perform address validation geocoding and tax jurisdiction assignment and define database resources for each database You must give the database resources the following names Database Required Name for Database Resource Enterprise Geocoding Module Canada Database IGEO_CAN Enterprise Geocoding Module U S Database EGM_US Enterprise Tax Module Database ETM Universal Addressing Module Canada Database Canada Universal Addressing Module Loqate Database Loqate Universal Addressing Module U S Database UAM_US 2 When you install the Siebel module several dataflow files are automatically installed Other dataflow files must be manually copied into the Spectrum Technology Platform server a Browse to one of the following folders on your Spectrum Technology Platform server e For Siebel Business Applications go to lt SpectrumPlatformLocation gt server modules dataflows siebel sea e For Siebel Industry Applications go to lt SpectrumPlatformLocation gt server modules dataflows siebel sia b Review the following table then copy the applicable dataflow files to SpectrumLocation server app import Spectrum Technology Platform 10 0 SP1 Ins
10. This ensures that named resources geographic metadata and configuration settings are managed across the cluster You can configure Spectrum to use a common repository database using a PostgreSQL an Oracle or a Microsoft SQL Server database The repository is installed with a set of named resources geographic metadata and configuration files To migrate these resources to the common database repository the resources need to be exported from the default internal repository database and reimported into the new shared repository database To provide support for bulk export import of repository content the repository provides a WebDAV interface Set Up a PostgreSQL Repository Database These steps describe how to set up your repository on a PostgreSQL database 1 Copy all repository resources to a local folder using WebDAV Cluster Spectrum Technology Platform 10 0 SP1 Installation Guide 36 Cluster The contents of the installed repository must be exported This step only needs to be performed once as the contents of the repository should be the same at this point for all instances of Spectrum Technology Platform 2 Back up the folder lt spectrum root gt server modules spatial jackrabbit to a local directory or disk Stop Spectrum eo 4 On all instances of Spectrum Technology Platform add the database JDBC drivers to the Spectrum common lib directory to allow it to use the selected database Copy the l
11. Upgrading a Server Important Before upgrading be sure to read the release notes for the new version The release notes contain important compatibility information supported upgrade paths and module specific data backup recommendations 1 Download the updated version of Spectrum Technology Platform using the download instructions contained in the release announcement email 2 Unzip the downloaded installer to a temporary folder on the server you want to upgrade 3 Follow the information provided in the release notes for recommendations about backing up module specific data For example for the Location Intelligence Module you need to back up your named resources data and configuration files For the Data Hub Module you need to follow the instructions in Backing up Data Hub Models from the Master Data Management Guide 4 Stop the Spectrum Technology Platform server To stop the server right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server Alternatively you can use the Windows Services control panel and stop the Pitney Bowes Spectrum Technology Platform service 5 If you have the Address Now Module installed shut down the Address Now server by going to the Windows services control panel and stopping the Address Now Server service 6 If you have the Global Sentry Module installed shut down the Global Sentry database server by going to the Windows services control panel an
12. amp Services c Download SAP JCo to your system d Unzip the SAP JCo zip file to a temporary location e Stop the Spectrum Technology Platform server f Copy the jar file to the following folder on the Spectrum Technology Platform server SpectrumFolder server app lib g Copy the dll file to the following folder on the Spectrum Technology Platform server SpectrumFolder server bin wrapper h Start the Spectrum Technology Platform server 2 Install the SAP Transport Requests that support Read from SAP Note The following steps should be performed by your SAP Basis administrator Spectrum Technology Platform 10 0 SP1 Installation Guide 103 SAP Siebel and Microsoft Dynamics a In the Spectrum Technology Platform installer go to the folder AP Data Integration Objects Enterprise System Connectors b Deploy the SAP Transport Requests contained in this folder See your SAP documentation for instructions on deploying SAP Transport Requests Configuring Siebel Integrating with Siebel Data Quality To integrate Spectrum Technology Platform with Siebel Data Quality you need to install supporting databases and dataflows on the Spectrum Technology Platform server and then configure your Siebel system to communicate with Spectrum Technology Platform Once you do this users of Siebel Data Quality will have access to address validation and geocoding functionality from within Siebel Data Qualit
13. e Asian Plus Pack Japanese 1 6 GB e Asian Plus Pack Korean 8 MB Core Names 1 1 GB Additional Requirements e Windows administrator rights Client Tools Requirements Enterprise Designer Management Console and Interactive Driver require the following e Operating system requirements e Windows XP e Windows 7 86 MB of disk space to install the client without any modules Each module you install requires additional disk space Microsoft NET Framework 4 0 available from the Spectrum Technology Platform Welcome Page http lt SpectrumServerName gt 8080 The Administration Utility requires Java 8 or later If you are installing the Administration Utility on the same computer where the Spectrum Technology Platform server is installed Java 8 is already installed since it is included with the server If you want to install the Administration Utility on another computer make sure that the computer has Java 8 or later installed A monitor with at least 1024 x 768 resolution Maximum Windows DPI setting 150 Adobe Reader 7 or later for viewing and saving reports To use the deprecated Business Steward Portal or the Data Hub Relationship Analysis Client a browser with Microsoft Silverlight 5 installed See www microsoft com getsilverlight Note that Google Chrome is dropping support of Microsoft Silverlight in September 2015 At that time you will need to access these client tools using Internet Explorer version 11 ide
14. enter EAI File Transport Folder List f Click Go g In the Value column enter the root of the drive where you have Siebel installed For example Crs h Click the Servers link tty Home Accounts v Warranty Claims et Contact i Click the Parameters tab Components Events Component Alias Application Deployment Manager Batch Processor ADMBatchProc Application Deployment Manager Object Manager ENU ADMObjMgr_enu Application Deployment Manager Processor ADMProc Assignment Manager AsgnSrvr Batch Assignment AsgnBatch Business Integration Batch Manager BusintBatchMaor Business Integration Manager BusintMgr 4 ADM ADM ADM AsgnMgmt AsgnMgmt EAI EAI Spectrum Technology Platform 10 0 SP1 Installation Guide 129 SAP Siebel and Microsoft Dynamics j Click Query k Inthe Name column enter EAI File Transport Folder List Click Go m In the Value column enter the root of the drive where you have Siebel installed For example Cite n Add the following values to the the cfg file appropriate for your system for example auto cfg tools cfg and so on EAIFileTransportConfigSubsys FATFileTransportFolders C o Restart the Siebel server and gateway 2 Set the EditProfileAttr parameter a Click Navigate gt Site Map b Click Administration Server Configuration c In the Administration Server Configuration section under Servers click Components d On
15. using the cluster For example if you are using an Apache load balancer you can configure it to allow encoded forward slashes by opening the httpd conf file and specifying this property AllowEncodedSlashes On For other types of load balancers refer to the load balancer s documentation 2 Install Spectrum Technology Platform on a server where you want to host a node For instructions see Installing a New Server on page 20 3 If the Spectrum Technology Platform server is running stop it To stop the server right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server 4 Edit the file server app conf spectrum container properties as follows spectrum cluster enabled Set this to true spectrum cluster name Set this to any name you want to give to the cluster If you have multiple clusters give each cluster a unique name spectrum cluster address Spectrum Technology Platform 10 0 SP1 Installation Guide 32 Cluster Set this to the network interface to which you want this node to bind Specify 0 0 0 0 if you want the node to bind to all network interfaces spectrum cluster seeds Set this to the IP address of the Spectrum Technology Platform server whose configuration will be reproduced on new nodes added to the cluster The new server will be configured with the same settings as the seed server whenever it starts up so that it is synchronized with the cluster If t
16. web services as Base64 encoded images To set up a map image file share Spectrum Technology Platform 10 0 SP1 Installation Guide 43 Cluster 1 Mount a shared folder on each operating system hosting Spectrum The commands below mount a drive on a Microsoft Windows Server or network drive supporting CIFS mkdir mnt lt linux mount gt mount t cifs lt windows host gt lt windows share gt mnt lt linux mount gt o username shareuser password sharepassword domain pbi 2 Set the image share to load at startup in etc fstab MiMGOWs ipaddress iror share 7 share pathir nmoun cits username server user password secret netdev 0 0 Modifying the Service Configurations To modify the service configurations for load balancing In each service configuration file change the lt RepositoryURL gt to point to the load balance server repository URL The RepositoryURL should change to point to the balancer from http lt Spectrum gt RepositoryService rmi to http lt Balancer gt RepositoryService rmi Modifying Java Properties File To modify the java properties for Spectrum Technology Platform 1 Modify the java properties file located in lt spectrum gt server modules spatial java properties to point to the load balance server 2 Change the images webapp url and all of the service host and port numbers to point to the load balance server Configuring Ports for Multiple Spectrum Instances I
17. 0 0 0 0 if you want the node to bind to all network interfaces spectrum cluster seeds Set this to the IP address of the Spectrum Technology Platform server whose configuration will be reproduced on new nodes added to the cluster The new server will be configured with the same settings as the seed server whenever it starts up so that it is synchronized with the cluster If this is the first node in the cluster you need to specify a seed node that is not yet running If you know the IP address of the node you want to use as a seed node enter it now Otherwise you will need to return to this properties file once you have the IP address of the seed node You can specify multiple IP addresses by separating each with a comma We recommend that you specify multiple seed nodes so that if one is down others can be used to allow the node to join the cluster The node will attempt to access each seed node in the order listed If none of the seed nodes can be reached the node will not join the cluster spectrum cluster nodename Optional This property allows you to define a specific node name to associate with the configuration database on this node You should set this option if you plan on manually copying the configuration database from one server to another such as copying the configuration database from a staging server to a production server If you do not specify this property an internally used node name will be automatically generate
18. 59 Cluster with Separated Configuration Database these jobs or subflows back into the system you must manually expose the imported job or subflow Converting from a Standard Installation to a Separated Configuration Database If you have an existing Spectrum Technology Platform installation and you want to take advantage of the improved scalability of a separated configuration database you can convert your existing installation from one where the configuration database is part of the server to one where the configuration database is in a separate cluster At a high level this is the conversion process e Shut down your existing Spectrum Technology Platform installation e Set up the new configuration database cluster e Install the separate configuration database software on a new server e Copy your existing configuration database to the new server e Configure clustering and start up the configuration database cluster e Install the server only cluster and start it up Follow the detailed steps below to convert a standard installation to a separated configuration database 1 Optional If you are upgrading to a new version as part of converting from a standard installation to a separated configuration database upgrade your existing server For instructions see Upgrading a Server on page 21 2 Shut down the server If you have a clustered installation shut down the cluster 3 Install the configuration database to a
19. Clustered Architecture for the Global Geocoding Module Clustered Architecture for the Location Intelligence Module Requirements Installing a Cluster Installing a Cluster for the Data Hub Module Installing a Cluster for the Location Intelligence Module Upgrading a Cluster Upgrading with Clustering for the Data Hub Module Upgrading with Clustering for the Location Intelligence Module Removing a Node from a Cluster Adding Modules to a Cluster Starting a Cluster Shutting Down a Cluster Using Client Tools with a Cluster Cluster Clustered Architecture In a clustered environment processing is shared among two or more instances of the server All communication with Spectrum Technology Platform goes through a load balancer Instead of using the URL and port of the Spectrum Technology Platform server you use the URL and port of the load balancer Consider using this approach if you require failover redundancy and high volume high performance processing The following diagram illustrates this architecture Requests Such as API calls web service requests clients Cluster Se External Resources Database resource file servers etc Configuration Database Configuration Database Configuration Database Load Balancer As requests come into the cluster the load balancer identifies the best available Spectrum Technology Platform node to handle the request The request is then passed to a Spectrum Techn
20. Code LocationCode G1 Longitude Longitude G1 Match Code MatchCode G1 Residential Delivery Indicator RDI Postal Code PostalCode State StateProvince Street Address AddressLine1 Street Address 2 AddressLine2 Contact First Name FirstName Spectrum Technology Platform 10 0 SP1 Installation Guide 116 SAP Siebel and Microsoft Dynamics Business Component Field Mapped Field Last Name LastName M M TitleOfRespect Middle Name MiddleName List Management Prospective Contact City City Country CountryName County USCountyName Disable DataCleansing DisableDataCleansing First Name FirstName G1 Delivery Point Validation Indicator DPV G1 Latitude Latitude G1 Location Code LocationCode G1 Longitude Longitude G1 Match Code MatchCode G1 Residential Delivery Indicator RDI Last Name LastName Middle Name MiddleName Postal Code PostalCode State StateProvince Street Address AddressLine1 Spectrum Technology Platform 10 0 SP1 Installation Guide 117 SAP Siebel and Microsoft Dynamics Business Component Field Mapped Field Street Address 2 AddressLine2 Personal Address City City Country CountryName County USCountyName Disable DataCleansing DisableDataCleansing G1 Delivery Point Validation Indicator DPV G1 Latitude Latitude G1 Longitude Longitude G1 Residential Delivery Indicator RDI Postal Code PostalCode State StateProvince Street Address AddressLin
21. Code PostalCode State State Street Address AddressLine1 Street Address 2 AddressLine2 Contact First Name FirstName Id Id Last Name LastName Middle Name MiddleName Primary Account Name Name Primary City City Primary Country Country Spectrum Technology Platform 10 0 SP1 Installation Guide 126 SAP Siebel and Microsoft Dynamics Business Component Field Mapped Field Primary Postal Code Code Primary State State List Management Prospective Contact Account Account City City Country CountryName First Name FirstName Id Id Last Name LastName Middle Name MiddleName Postal Code PostalCode State StateProvince Street Address AddressLine1 Street Address 2 AddressLine2 d Add the ff Vendor Parameters Note Token Expression and Query Expression are custom fields in their respective Business Components Table 16 Vendor Parameters Name Value Account DeDup Record Type Account Spectrum Technology Platform 10 0 SP1 Installation Guide 127 Spectrum Technology Platform 10 0 SP1 Name Account Query Expression SAP Siebel and Microsoft Dynamics Value Query Expression 1 Query Expression 2 Query Expression 3 Account Token Expression Token Expression 1 Token Expression 2 Token Expression 3 Batch Max Num of Records Siebel Business Only Business Address DeDup Record Type 200 Business Address Siebe
22. Databases Installing Global Geocoding Module Databases Installing the Global Sentry Module Database Installing Location Intelligence Module Databases Installing Universal Addressing Module Databases Installing Universal Name Module Databases Using the Database Silent Installer Spectrum Databases Installing the Address Now Module Database 1 Copy the liclcs sbi license file provided by Pitney Bowes into the following directory lt SpectrumPlatformLocation gt server modules anow license 2 Make sure no applications are running 3 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server 4 Insert the database DVD containing the database s you want to install Note You must install the Postal databases if you want to use the Enhanced databases 5 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Address Now Module gt Address Now Data Loader 6 The installation wizard guides you through the rest of the process Note The installation location for the Address Now directory defaults to lt SpectrumPlatformLocation gt server modules anow Do not change this path or the database will not install correctly Note When prompted for the location of the Installation Media Directory be sure to select the directory on the database DVD that contains the kbase folder Note You may ins
23. Postal Service TomTom Geocoding This database provides more up to date data than the Centrus Enhanced Geocoding database It requires an additional license The data is provided by TomTom a third party provider of spatial data and postal data from the U S Postal Service NAVTEQ Geocoding This database provides more up to date data than the Centrus Enhanced Geocoding database It requires an additional license NAVTEQ data is provided by NAVTEQ a third party provider of spatial data For more information about these databases contact your sales representative ZIP 4 Centroid This database provides only address standardization and ZIP 4 centroid matching It does not provide street level matching These databases use proprietary files called GSD files For ZIP Code centroid matching the file us Z9 contains all the centroid info for all states and normally has a z9 extension Each geocoding database has an optional Statewide Intersections Index The Statewide Intersection Index is designed to enable fast intersection identification on a statewide basis For example the Statewide Intersection Index will allow the database to search for 1st and Main St CO and return a list of possible matches in Colorado more quickly than searching the entire geocoding database for each instance of the intersection Note To install the Enterprise Geocoding Module databases on Windows Server 2008 you need administrator privileges 1 Make
24. Select and activate the remaining BC sets with the activation options set to Overwrite All Data and Expert Mode Note Active these BC sets in the order listed HSGRP1 BCSET_BC_BAS_GTX HSGRP1 MERGE_SETTINGS HSGRP1 BCSET_BUPA_CUSTOM HSGRP1 BCSET_BC_BAS_DES HSGRP1 BCSET_VENDOR 5 Activate the following BC set with activation options set to Overwrite All Data and Expert Mode HSGRP1 BCSET_DQC_CUSTOM 6 Activate the BC set for IC WebClient The BC set is HSGRP1 ICWC_SETTINGS Specify the activation options Overwrite Data and Expert Mode 7 Set up the RFC destination a Enter transaction code SM59 b Click Create c In the RFC Destination field enter a name of your choice d In the Connection Type field enter G HTTP connection to external server e In the Description 1 field enter a meaningful description f Press the Enter key g Click the Technical Settings tab h In the Target Host field enter the computer name or IP Address of the Spectrum Technology Platform server i In the Service No field enter 8080 j Click the Special Options tab Spectrum Technology Platform 10 0 SP1 Installation Guide 101 SAP Siebel and Microsoft Dynamics k Select No Timeout 1 Select HTTP 1 1 m After you save click Connection Test Note If there is a pop up window check the Accept All Further Cookies box and select YES n When the test is successful go to the Response Body tab to view the S
25. Technology Platform 10 0 SP1 Installation Guide 49 Cluster a Shut down the Spectrum Technology Platform server b Rename the jackrabbit folder to jackrabbit_cluster from Spectrum server modules spatial jackrabbit to Spectrum server modules spatial jackrabbit cluster c Create another jackrabbit folder in the same location d Copy repository xml backed up in Step 1e to the jackrabbit folder e Start the Spectrum Technology Platform server f Copy all the repository files and folders backed up in Step 1b into the repository using WebDAV g Shut down the Spectrum Technology Platform server 3 Follow normal procedures to upgrade Spectrum Technology Platform to the new version 4 After the Spectrum Technology Platform upgrade is complete switch back to the common repository database for all nodes in the cluster by following these steps a First node only Start the Spectrum Technology Platform server if required and back up the content from the repository using WebDAV b Shut down the Spectrum Technology Platform server c Rename the jackrabbit folder to jackrabbit_local from Spectrum server modules spatial jackrabbit to Spectrum server modules spatial jackrabbit_ local d Create another folder named jackrabbit in the same location e Copy repository xml backed up in Step 1c to the jackrabbit folder f Copy the JDBC driver jar backed up in Step 1d to Spectrum server app
26. and Toggle Object Locking X X Group 1 Workflow Create and Toggle Object Locking List Mgmt Import Toggle Object Locking x X List Mgmt UI Toggle Object Locking Mvg Toggle Object Locking Oppty Toggle Object Locking Oppty SSE Toggle Object Locking X Personal Contact Toggle Object Locking X X Picklist Toggle Object Locking Server Component Toggle Object Locking Requests Siebel Sales Enterprise Toggle Object Locking Siebel Universal Agent Toggle Object Locking X VERT CUT Address Toggle Object Locking VERT Cut Common Toggle Object Locking 6 Check out the Siebel Projects a Log in to Siebel Tools as the user SADMIN In the Connect to field select Local b Select Tools gt Check Out c Select the projects indicated in the following table and click Checkout Spectrum Technology Platform 10 0 SP1 Installation Guide SAP Siebel and Microsoft Dynamics Table 3 Siebel Projects for SDQ Siebel Business Applications Siebel Industry Applications Project x Account x x Account SCW x x Account SSE X X Contact Contact SSE CUT Account CUT Siebel Communications CUT Usage DNB Data DeDuplication eAutomotive X X Employee FINS Contract FINS Contract Info FINS Deal Commercial FINS Financial Services FINS Opportunity Group 1 Data Quality X X Group 1 EAI Testing Spectrum Technology Platform 10 0 SP1 Installation Guide 110 SAP Siebel and Microsoft Dyn
27. are e Arabic Plus Pack gl cdq cjki arabic lt date gt jar e Asian Plus Pack Chinese gl cdq cjki chinese lt date gt jar e Asian Plus Pack Japanese gl cdq cjki japanese lt date gt jar e Asian Plus Pack Korean gl cdq cjki korean lt date gt jar e Core Names Database gl1 cdg nomino base lt date gt jar Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 6 To load the complete Core Names Database you must also install Open Parser and Table Lookup data from the Data Normalization Module Database Load Utility a Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Data Normalization Module gt Database Load Utility gt Open Parser b Follow the prompts to complete the installation process The database file you need to install is cdq OpenParser EnhancedNames tba c Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Data Normalization Module gt Database Load Utility gt Table Lookup d Follow the prompts to complete the installation process The database file you need to install is cdq TableLookup EnhancedGenderCodes tba 7 Open the file lt SpectrumDirectory gt server bin wrapper wrapper conf ina text editor 8 Increase the Java settings for initial heap size wrapper java initmemory an
28. cluster is version 10 0 you must run a conversion utility on the cluster before upgrading This is only necessary for version 10 0 clusters Before proceeding note the following In order to run this utility each node in the cluster must have adequate disk space The amount of free disk space needed is three times the size of the server app repository store databases folder If necessary add disk space to each node before proceeding e The conversion process may take up to an hour if you have a large configuration database a Shut down all the Spectrum Technology Platform nodes in the server cluster b On one of the nodes back up the following folder server app repository store databases c On the ast node that was shut down in the cluster right click the following file and select Run as administrator SpectrumFolder server bin convert db bat 5 Configure clustering for the database cluster a Edit the file server app conf spectrum container properties as follows spectrum cluster name e If this is the first node in the cluster set this to any name you want to give to the cluster Be sure that the name is unique if you have multiple clusters e If you are adding a node to an existing cluster set this to the name of the cluster that you want this node to join spectrum cluster enabled Set this to true spectrum cluster address Spectrum Technology Platform 10 0 SP1 Installation Guide 58 Cluster with S
29. data used to locate addresses at the center of the actual building footprint or parcel Note To install the Global Geocoding Module databases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running 2 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the Pitney Bowes web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 3 Run Setup exe The installation wizard guides you through the rest of the process Spectrum Technology Platform 10 0 SP1 Installation Guide 77 Spectrum Databases Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 4 After you install the database files use either the Global Geocoding Database Resource tool in the Management Console or the Global Geocoding CLI database commands to define the database as a resource For more information see the Administration Guide Installing the Global Sentry Module Database The following databases are required to run Global Sentry in real time mode e globalsentrydb script e globalsentrydb properties The following databases are required to run Global Sentry in batch mode e globalsentrydb script e globalsentrydb properties e globalsentrydb addresses csv e gl
30. different name on your system select the appropriate name Note For more information about database resources see the Spectrum Technology Platform Administration Guide d Save and close each dataflow 4 Copy Siebel objects to your system a Browse to the location where you downloaded the Spectrum Technology Platform installer b Browse to the appropriate folder for your version of Siebel as shown in the following table Siebel Version Folder Siebel Business Applications 8 0 SDQ Siebel Objects 8 0 Business SDQ Siebel Business Applications 8 1 1 SDQ Siebel Objects 8 1 1 Business SDQ Siebel Industry Applications 8 0 SDQ Siebel Objects 8 0 Industry SDQ Siebel Industry Applications 8 1 1 SDQ Siebel Objects 8 1 1 Industry SDQ c Copy the contents of the folder to a temporary directory Note This temporary folder will be the referred to as lt Spectrum Package gt in the following steps 5 Create objects and allow object locking a Log in to Siebel Tools as the user SADMIN In the Connect to field select Server b In the Object Explorer click Project c Create three new records using the following values in the Name column To create a new record right click in the Projects area and select New Record Group 1 Data Quality Group 1 EAI Testing Group 1 Workflow d Open the file lt Spectrum Package gt tools CDQP Queries txt e Copy and paste the query contents to the Project list of your Obj
31. fields Service Name Workflow Process Manager Method Name Run Process Iterations 1 d In the Input Arguments applet load lt Spectrum Package gt tools OptionsManagerLoadData xml Note Delete the entry if previous GROUP 1 options already exist in the database Run the following SQL Script DELETE SIEBEL S LST OF VAL WHERE CODE G1 Spectrum Technology Platform 10 0 SP1 Installation Guide 143 SAP Siebel and Microsoft Dynamics e Click Run in the top applet of the Simulator view Delete the record f Repeat steps c and d for the ff files e ViewAccessLoadData xml e AdminAccessLoadData xml g Go to Site Map gt Administration Application gt Responsibilities h Query for the responsibility Group 1 Responsibility i In the Users tab add SADMIN or any Siebel administrator This associates the Group 1 Administration Screen to the user Note In order to see the changes you must log in again j Go to Site Map gt Administration Group 1 Data Quality gt Options Manager gt General Behavior k Change the server and port number where the Spectrum Technology Platform server is located 15 Verify the installation a Log in to Siebel Application b All applets should load properly without error 16 Modify and apply web services a Go to Site Map gt Administration Web Services gt Outbound Web Services b Click Import on the Outbound Web Services ar
32. is fully started before continuing by opening the log file lt Spectrum Installation Location gt server app repository logs wrapper log and looking for this message INFO Server Pitney Bowes Spectrum TM Technology Platform Version version build Started Important Do not continue until the configuration database has fully started up If it fails to start up troubleshoot the issue before continuing Also do not attempt to stop the configuration database until after it has fully started for the first time Stopping the configuration database before it performs an initial startup can cause your installation to become unusable 5 Stop the configuration database To stop the configuration database right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server Alternatively you can use the Windows Services control panel to stop the configuration database by stopping the Spectrum Database service 6 Edit the fille server app conf spectrum container properties as follows spectrum cluster name e If this is the first node in the cluster set this to any name you want to give to the cluster Be sure that the name is unique if you have multiple clusters e If you are adding a node to an existing cluster set this to the name of the cluster that you want this node to join spectrum cluster enabled Set this to true spectrum cluster address Set this to the network interface to which
33. of data such as job history and configuration settings If you do not know which node was shut down last look in each node s wrapper log for the time stamp of the shutdown message You can find the wrapper login Spectrum Location server app repository logs wrapper log 2 Wait for the Spectrum Technology Platform server to completely start up You can tell when the Spectrum Technology Platform server has completely started up by looking in the wrapper log Spectrum Location server app repository logs wrapper log The following message is displayed when the server is completely started Pitney Bowes Spectrum TM Technology Platform Version Version Number Sectge gt Clee 3 Start the other nodes in the cluster Warning Be sure to wait for the first node to start up completely before starting additional nodes Starting up additional nodes before the first one is started may result in loss of data Shutting Down a Cluster To shut down an entire cluster 1 Shut down each Spectrum Technology Platform server in the cluster On Unix or Linux change the working directory to the Spectrum Technology Platform server s bin directory source the setup file then type the following command server stop On Windows right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server Spectrum Technology Platform 10 0 SP1 Installation Guide 52 Cluster 2 Make a note of which
34. repository content added you must remove tables from your database so a clean repository can be created If you are starting with a new database make sure the tables do not exist The following tables need to be removed from the database ub wodl wodl iL iL LC default names _id seq default binval default bundle ub ub woll ubl LO 5 Ley LG ALS default names default refs rep fsentry ubl ubl ubl ubl ubl COMO OnOMCMOLOLOn OC mi Ome ubl LCe iL LON LCa Le LE rep global revision rep journal za local revisions security binval security bundle security names Security rerig 8 Start Spectrum 9 Restore the resources by copying them from the local folder into the Repository using WebDAV Import the content of the repository you previously exported back into the repository This step only needs to be performed on one of the Spectrum Technology Platform instances Set Up an Oracle Repository Database These steps describe how to set up your repository on an Oracle database 1 Copy all repository resources to a local folder using WebDAV Spectrum Technology Platform 10 0 SP1 Installation Guide 38 Cluster The contents of the installed repository must be exported This step only needs to be performed once as the contents of the repository should be the same at this point for all instances of Spectrum Technology Platform 2 Back up the folder l
35. service Global Sentry Database Server 8 After installing the Global Sentry Module database you must configure a JDBC connection in the Spectrum Technology Platform Management Console Go to Start gt Settings gt Control Panel gt Administrative Tools gt Services to verify that the Global Sentry Database is running 9 Open Management Console by clicking Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Client Tools gt Management Console 10 Under Resources select JDBC Drivers TI Click Add 12 Type the JDBC properties in the applicable text box e JDBC driver configuration name HSQLDB e JDBC driver class name org hsqldb jdbcDriver e Connection string template jdbc hsqldb hsal host port instance 18 Add the following driver file file lt SpectrumPlatformLocation gt GlobalSentryDatabase lib hsqldb jar 14 Add the following Connection properties a Click Add In the JDBC Connection property dialog box type Password in both the Label and the Property Token fields and click OK b Click Add In the JDBC Connection property dialog box type User in the Label and the Property Token fields and click OK 15 Click OK 16 Under Resources click Connections 17 Click Add 18 Define the following connection properties e Connection name Global Sentry Database driver select the HSQLDB JDBC driver that you created in the previous steps 19 Enter the following values in the Connec
36. so 6 Id linux so 2 Red Hat 64 bit e Operating System Red Hat Linux version 2 6 9 34 0 2 ELsmp e C Compiler gcc version 3 4 5 e C Compiler g version 3 4 5 The clientSDK lib is linked to the following libraries e lipstdc so 6 lipbm so 6 e libgcc_s so 1 e libpthread so 0 e libc so 6 Id linux x86 64 so 2 SuSE e Operating System SUSE SLES 8 powered by UnitedLinux 1 0 i586 nKernel 2 4 21 295 smp 0 e C Compiler gcc version 3 2 2 e C Compiler g version 3 2 2 The clientSDK lib 32 bit is linked to the following libraries e lipstdc so 5 lipbm so 6 e libgcc_s so 1 libc so 6 Id linux so 2 Spectrum Technology Platform 10 0 SP1 Installation Guide 13 Planning Your Installation Solaris e Operating System Solaris 5 8 e C Compiler cc Forte Developer 7 C 5 4 2002 03 09 e C Compiler CC Forte Developer 7 C 5 4 Patch 111715 16 2005 04 28 The clientSDK 32 bit lib is linked to the following libraries e libpthread so 1 e libsocket so 1 libnsl so 1 librt so 1 e libc so 1 libdl so 1 e libmp so 2 e libaio so 1 e libc_psr so 1 The clientSDK 64 bit lib is linked to the following libraries e libpthread so 1 e libsocket so 1 libnsl so 1 e librt so 1 e libc so 1 e libmp so 2 e lipbmd5 so 1 e libscf so 1 e libaio so 1 e libdoor so 1 e libuutil so 1 libm so 2 e libc_psr so 1 e libmd5_psr so 1 AIX e Operating System AIX ve
37. step c and click Save Changes 18 Configure Siebel server configuration events The Siebel server must be configured so that the records created in the local database can be synchronized to the server a Navigate to View gt Administration Server Configuration gt Servers gt Components gt Event b Locate the Workflow Process Manager Server components c Set the following Component Event Configuration for Workflow Process Manager Task Configuration 4 Component Tracing 3 SQL Parse and Execute 4 Workflow Definition Loading 4 Workflow Engine Invoked 4 Workflow Step Execution 4 Workflow Process Execution 4 Object Manager Business Service Operation and 4 SetErrorMsg Log Object Manager Business Component Operation and 4 SetErrorMsg Log Object Manager SQL Log 4 d Locate the Transaction Merger server components e Set the following Component Event Configuration for Transaction Merger Spectrum Technology Platform 10 0 SP1 Installation Guide 145 SAP Siebel and Microsoft Dynamics General Events 4 Components Tracing 3 SQL Parse and Execute 4 19 Enable marketing server components The Marketing Server Components must be enabled to import a list from the List Management business object a Navigate to Administration Server Configuration gt Enterprises gt Component Groups b In the Spectrum Technology Platform Server list select the appropriate server c In the Enterprise C
38. the Components tab click Query e In the Component column enter the name of the Object Manager component For example eAutomotive Object Manager f Click Go g Click the Parameters tab at the bottom of the window Spectrum Technology Platform 10 0 SP1 Installation Guide 130 SAP Siebel and Microsoft Dynamics Administration Group 1 Data Quality Ad 85 Contacts List Management Siebel Servers Host Name Server Group Name Name C SiebeN3 1 1 11 0 ses siebsrvr SBA amp 2 Spectrum7 Siebel 4 Parameters Events Menu Query Auto Start Manual Start Alias Component eAutomotive eAutomotive Object Manager ENU eautoObjMgr_enu K Events Parameters Log Level Event Type EAI BusComp State Service Event Type EAI BusComp State Service 1 FAICRME Create Workitem 1 FAICRME Create Workttem Fvent Tune h Scroll to the parameter EditProfileAttr i Enter True in the Value Value on Restart and Default Value columns You have now configured Siebel SDQ to use Spectrum Technology Platform for data quality processing 131 Spectrum Technology Platform 10 0 SP1 Installation Guide SAP Siebel and Microsoft Dynamics Integrating with Siebel Non SDQ To integrate Spectrum Technology Platform with Siebel Non SDQ you need to install supporting databases and dataflows on the Spectrum Technology Platform server and then configure your Siebel system to communicate with Spectrum
39. the location where you are going to install the Loqate data and give the absolute path to the property in the command prompt as follows install bat sPathOfPropertyFile uam_logate installer properties Spectrum Technology Platform 10 0 SP1 Installation Guide 84 a ga j o o g f In this section Installing the Client Tools Installing Clients with a Silent Installer Removing the Client Tools E a ae Tous O CHENT 00O 86 87 88 Client Tools Installing the Client Tools The Spectrum Technology Platform client tools are Windows applications that you use to administer your server and design and run dataflows and process flows You must install your Spectrum Technology Platform server before installing the client tools Before installing be sure to read the release notes The release notes contains important compatibility information as well as release specific installation notes This procedure describes how to install the following client tools Enterprise Designer Use Enterprise Designer to create modify and run dataflows e Management Console Use the Management Console to perform administrative tasks such as setting service defaults scheduling jobs managing users and security and so on Interactive Driver Use Interactive Driver to test different processing settings Interactive Driver allows you to run a small number of records through a process to preview the result e Job Execut
40. you want this node to bind Specify 0 0 0 0 if you want the node to bind to all network interfaces spectrum cluster seeds Set this to the IP address of the configuration database server you want to be used to set up new configuration database nodes added to the cluster The configuration database from the seed server is copied to the node whenever it starts up so that it is synchronized with the cluster Ne If this is the first node in the cluster you may specify seed nodes that are not yet running If you know the IP addresses of the nodes you want to use as seed nodes you may enter those now Otherwise you will need to return to this properties file once you have the IP addresses of the seed nodes and enter them You can specify multiple comma separated IP addresses You should specify multiple seed nodes so that if one is down others can be used to allow the node to join the Spectrum Technology Platform 10 0 SP1 Installation Guide 56 Cluster with Separated Configuration Database cluster The node will attempt to access each seed node in the order listed If none of the seed nodes can be reached the node will not join the cluster 7 Save and close the spectrum container properties file 8 Start the configuration database To start the configuration database right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Alternatively you can use the Windows Services control panel to
41. 05 Overwrite All Data System Client DC6 100 Default Values not Overwritten Workbench Reqst Not Required Customizing Reqst DC6K900105 Select Activation Mode Activation Links Create Locally Default Mode Reccomend O Expert Mode Activation Languages German English O T KIC e Select and activate the remaining BC sets with the activation options set to Overwrite All Data and Expert Mode Note Active these BC sets in the order listed HSGRP1 BCSET_BC_BAS_GTX Spectrum Technology Platform 10 0 SP1 Installation Guide 95 SAP Siebel and Microsoft Dynamics HSGRP1 MERGE_SETTINGS HSGRP1 BCSET_BUPA_CUSTOM HSGRP1 BCSET_BC_BAS_DES HSGRP1 BCSET_VENDOR 5 Set up the RFC destination a Enter transaction code SM59 b Click Create c In the RFC Destination field enter a name of your choice d In the Connection Type field enter G HTTP connection to external server e In the Description 1 field enter a meaningful description f Press the Enter key g Click the Technical Settings tab h In the Target Host field enter the computer name or IP Address of the Spectrum Technology Platform server i In the Service No field enter 8080 j Click the Special Options tab k Select No Timeout 1 Select HTTP 1 1 m After you save click Connection Test Note If there is a pop up window check the Accept All Further Cookies box and select YES n When the test is su
42. AP Siebel and Microsoft Dynamics h In the Port field enter the port used by the Spectrum Technology Platform server for HTTP communication By default the port is 8080 i In the Account ID field enter the Spectrum Technology Platform user name j In the Password field enter the password for the Spectrum Technology Platform user k Click Save The Microsoft Dynamics CRM system now has access to address validation and optionally geocoding services on the Spectrum Technology Platform server Spectrum Technology Platform 10 0 SP1 Installation Guide 152 O In this section Technical Support Documentation Digital Insights 154 154 154 Support Technical Support If you run into an issue Pitney Bowes Technical Support can help guide you to a solution When you contact Pitney Bowes Technical Support please provide the following information A description of the task you were performing The level or version of your operating system The patch level or service pack e The log file located in your install directory at lt SpectrumInstallationLocation gt server app repository logs wrapper log Contact information for Technical Support can be found at www g1 com Support Contact Note If you purchased Spectrum Technology Platform through a third party partner please contact the partner for technical support Documentation Product documentation can be found at supp
43. API 90 Removing the Client API 90 Client API Installing the Client API The Client API is used to integrate Spectrum Technology Platform functionality into your applications If you will be creating your own program to call Spectrum Technology Platform you need to install the Spectrum Technology Platform Client API on the system where you will be developing your application The Client API allows access to Spectrum Technology Platform through several programming languages including Java C and web services 1 Open the folder where you have downloaded the Spectrum Technology Platform Client API installer 2 Double click the sdkinst exe file 3 The installer guides you through the installation process Removing the Client API Use the Windows Add Remove Programs control panel to uninstall the Spectrum Technology Platform Client API Spectrum Technology Platform 10 0 SP1 Installation Guide 90 Q aal m FAN An a O DEI anq RA rA Tal a aa W a a a a Mic amics a E Dm Stat E i ww In this section Configuring SAP 92 104 Configuring Siebel Configuring Microsoft Dynamics CRM 149 SAP Siebel and Microsoft Dynamics Configuring SAP Integrating with SAP Web Dynpro Before continuing verify the following e SAP Application SAP NetWeaver 7 01 with Patch 3 and Spectrum Technology Platform is available e PBS SCA files have been deployed e System Landscape Direct
44. D Custom Controllers D Context 2 FS views Context related Meth gt Breadcrumbs and M gt Toolbar related Meth b O Controller Initializatic lla Spectrum Technology Platform 10 0 SP1 Installation Guide 102 SAP Siebel and Microsoft Dynamics g Click the Configuration tab h On the edit screen select Full Name Telephone Street City and Country context then click the right arrow button and arrange them in this order Full Name Telephone Street City Country i Save the configuration Ti If you will be using French address validation you must install the Data Normalization Module table cdg TableLookup SAP tba on the Spectrum Technology Platform server For more information see the Spectrum Technology Platform Installation Guide Installing Support Files for Read from SAP The Read from SAP stage reads data from an SAP database as input to a Spectrum Technology Platform dataflow In order for the Read from SAP stage to access data in your SAP system you must make the following changes on your SAP system e Install the SAP Java Connector e Install the SAP Transport Requests that support Read from SAP Note You will not be able to use the Read form SAP stage until you perform these steps 1 Install the SAP Java Connector SAP JCo a Go to service sap com connectors and log in with your SAP Marketplace credentials b Go to SAP JCo Connector gt Tools
45. GenerateCASSReport df Universal Addressing Module SAPValidateAddressWithCandidates ANOW df SAPValidateAddressWithCandidates VAM df Address Now Module SAPValidateAddressWithCandidates ANOW_EGM df Enterprise Geocoding Module Address Now Module SAPValidateAddressWithCandidates UAM_ANOW_EGM df Enterprise Geocoding Module Universal Addressing Module Spectrum Technology Platform 10 0 SP1 Installation Guide 98 If you are installing this set of modules Address Now Module Enterprise Tax Module Universal Addressing Module Address Now Module Enterprise Geocoding Module Enterprise Tax Module Universal Addressing Module Universal Addressing Module without Loqate Universal Addressing Module without Loqate Enterprise Tax Module Universal Addressing Module with Loqate Universal Addressing Module with Loqate Enterprise Geocoding Module Universal Addressing Module with Loqate Enterprise Tax Module Universal Addressing Module with Loqate Enterprise Geocoding Module Enterprise Tax Module SAP Siebel and Microsoft Dynamics Copy these dataflow files to the import folder SAPAssignGeoTAXInfo df SAPBatchAssignGeoTAXInfo df SAPGenerateCASSReport df SAPValidateAddressAndAssignGeoTAXInfo df SAPValidateAddressWithCandidates UAM_ANOW_ETM df SAPValidateAddressWithCandidates UAM_ANOW_ETM_EGM df SAPGenerateCASSReport df SAPValidateAddressWithCandidate_UAM df SAPAssignGeoTAXInfo df SAPBatchAssignGeoTAXInfo df SA
46. Install the license key for the module For instructions see Installing a License Key on page 22 Removing the Server Before uninstalling any product back up any files you may need in the future Uninstalling Spectrum Technology Platform will remove any job definitions and server default changes you may have made 1 If the Spectrum Technology Platform server is running stop the server To stop the server right click the Spectrum Technology Platform icon in the Windows task bar shown below and select Stop Server 3 39 PM 7 B BOR 52 205 2 If you are removing Spectrum Technology Platform from a Windows Server 2012 R2 machine do the following a Right click on the file and select Properties SpectrumLocation Uninstall Uninstall LES Uninstall LES exe b Click the Compatibility tab c Check the box Run this program in compatibility mode for and select Windows 7 d Click OK 3 Go to Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Server and select Uninstall Pitney Bowes Spectrum Technology Platform Note Some Java files will not be removed because the uninstall process itself uses them 4 If there are any client tools that you want to uninstall see Removing the Client Tools on page 88 Spectrum Technology Platform 10 0 SP1 Installation Guide 24 In this section Clustered Architecture Clustered Architecture for the Data Hub Module
47. LE PATH d Click Query e In the Type column enter FILE PATH f Browse to the Values folder g In the Display Value column enter the absolute path to the folder where you want to keep the options file You can specify any folder you want h Browse to the Spectrum Technology Platform installation package Spectrum Technology Platform 10 0 SP1 Installation Guide 112 SAP Siebel and Microsoft Dynamics i Inthe Siebel Objects folder browse to the cfg subfolder for your version of Siebel and select the Group1Connector opt file j Copy this file to the folder you specified for FILE_PATH 14 Activate the Spectrum Technology Platform workflows in the Siebel web client a Log in to the Siebel Application connecting to the server data source b Select Site Map gt Administration Business Process gt Workflow Deployment c Query for all the GROUP 1 workflows d Click Activate for each workflow e Query for all the Promote workflows f Click Activate for the ff workflows Promote Prospect Single and Promote Prospect Many 15 Verify the installation a Log in to Siebel Application b All applets should load properly without error 16 Configure the Siebel instance configuration parameters a Select Site Map gt Administration Server Configuration gt Enterprises b Verify Change the ff Parameters e Data Cleansing Type G1Cleansing e DeDuplication Data Type G1DataMatching c Click C
48. MRR Multi Resolution Raster mrr Note This support is provided on Windows 64 bit and the following Linux environments e Oracle Linux 6 5 and 7 1 Spectrum Technology Platform 10 0 SP1 Installation Guide 16 Planning Your Installation e CentOS 6 4 and 7 1 e Ubuntu 12 04 MrSID SDK v9 Sid Note Supports MG4 MrSID Generation 4 On CentOS 7 1 libpng12 so is required for reading MrSID rasters NITF ntf PNG png TIFF tif Note Solaris or AIX machines whether installed with 32 or 64 bit JVM do not support ECW and MrSID raster formats Grid Formats Format File Extension Defense Digital Terrain Elevation Data DTED dtO dt1 dt2 dt3 Maplnfo Grid mig Vertical Mapper Classified Grid grc Vertical Mapper Continuous Grid grd In order to use rasters and grids as a map layer there must be an associated TAB file containing georeference information about the image including the bounds coordinate system and registration points Browser The Location Intelligence Module spatial client development samples and Spectrum Spatial Manager support the following browsers e Microsoft Internet Explorer 10 and 11 e Mozilla Firefox 35 and above Google Chrome 40 and above e Safari Mac OS X and Safari 5 1 7 for Windows Utilities The Location Intelligence Module utilities Tile Generator Map Uploader Geometry Validator have the follow requirements These utilities require at a minimum Java 7 I
49. Note End users who use Internet Explorer must use Internet Explorer 10 or 11 Older versions of Internet Explorer are not supported All versions of Chrome and Firefox are supported 1 If you are using Spectrum Technology Platform for address validation or geocoding install the databases required to perform address validation and geocoding and define database resources for each database Note If you are using Spectrum Technology Platform for duplicate detection only you can skip this step You must give the database resources the following names Database Required Name for Database Resource Enterprise Geocoding Module Canada Database IGEO_CAN Enterprise Geocoding Module U S Database EGM_US Universal Addressing Module Canada Database Canada Universal Addressing Module Loqate Database Loqate Universal Addressing Module U S Database UAM_US Note You must install the Delivery Point Validation DPV data and the Residential Delivery Indicator RDI data in order to perform DPV and RDI processing on U S addresses Spectrum Technology Platform 10 0 SP1 Installation Guide 149 SAP Siebel and Microsoft Dynamics 2 Import the Microsoft Dynamics CRM Module dataflows into your Spectrum Technology Platform server a On the Spectrum Technology Platform server open this folder SpectrumFolder server modules dataflows mscrm Note This folder is only available if you have installed the Microsoft Dy
50. PGenerateCASSReport df SAPValidateAddressAndAssignGeoTAXInfo df SAPValidateAddressWithCandidates UAM_ETM df ValidateAddressWithCandidates_UAM_Logqate df ValidateAddressWithCandidates_UAM_Loqate_EGM df ValidateAddressWithCandidates_UAM_Loqate_ETM df ValidateAddressWithCandidates_UAM_Loqate_EGM_ETM df Spectrum Technology Platform 10 0 SP1 Installation Guide 99 SAP Siebel and Microsoft Dynamics If you are installing this set of Copy these dataflow files to the import folder modules Universal Addressing Module Loqate ValidateAddressWithCandidates_Loqate df only Universal Addressing Module Loqate ValidateAddressWithCandidates_Loqate_EGM df only Enterprise Geocoding Module Enterprise Geocoding Module GeocodeUSAddressWithCandidates df ValidateAddressWithCandidates_EGM df Enterprise Tax Module ValidateAssignGeoTAXInfo df ValidateAddressWithCandidates_ETM df SAPBatchAssignGeoTAXInfo df Note If errors occur in Management Console or Enterprise Designer delete the contents of lt WindowsTemporaryDirectory gt glAssemblies where lt WindowsTemporaryDirectory gt is one of the following TMP TEMP USERPROFILE or the Windows directory Typically C Documents and Settings lt USERNAME gt Local Settings Temp g1Assemblies After you delete the contents of this folder log in again 3 Import SAR files A SAR file is a file that contains a third party add on package for SAP such as the Spectrum Techno
51. S Financial Toggle Object Services Locking X X FINS Opportunity Toggle Object Locking X X X Group 1 Data Quality Create and Toggle Object Locking X X X Group 1 EAI Testing Create and Toggle Object Locking X X Group 1 Workflow Create and Toggle Object Locking X List Mgmt Import Toggle Object Locking X X X List Mgmt UI Toggle Object Locking X Mvg Toggle Object Locking X X X Oppty Toggle Object Locking X X X Oppty SSE Toggle Object Locking X X X Personal Contact Toggle Object Locking X X X Picklist Toggle Object Locking Spectrum Technology Platform 10 0 SP1 Installation Guide 137 SAP Siebel and Microsoft Dynamics Siebel Business Siebel Industry Open UI Project Action Applications Applications X X X Server Component Toggle Object Requests Locking X X Siebel Sales Toggle Object Enterprise Locking X Siebel Universal Toggle Object Agent Locking X X VERT CUT Address Toggle Object Locking X X VERT Cut Common Toggle Object Locking 6 Check out the Siebel Projects a Log in to Siebel Tools on Local Datasource b Select Tools gt Checkout c Select the projects indicated in the following table and click Checkout Table 19 Siebel Projects for non SDQ Siebel Business Applications Siebel Industry Applications Project X X Account X X Account SCW X X Account SSE x xX Contact x x Contact SSE x CUT Account x CUT Siebel Communications X CUT Usage Spectrum Techn
52. Security e Create a proxy in Web Services Client gt sap com gt Dynamic WSProxies with the name PBBIWebServiceConnectorBGA f For the URL enter http lt spectrumservername gt lt port gt soap BuildGlobalAddress wsdl For example http MySpectrumServer 8080 soap BuildGlobalAddress wsdl g Restart the application server 9 If you will be using French address validation you must install the Data Normalization Module table cdq TableLookup SAP tba on the Spectrum Technology Platform server For more information see the Spectrum Technology Platform Installation Guide Integrating with SAP Interaction Center WebClient Before continuing verify the following The Interaction Center WebClient user has the CRM_UI_PROFILE parameter ID with IC_AGENT as the Parameter Value e The duplicate option is activated in SPRO under ICWC SPRO gt CRM gt ICWC gt Define Account Identification Profiles To integrate Spectrum Technology Platform with SAP Interaction Center WebClient you need to install supporting databases and dataflows on the Spectrum Technology Platform server and then configure your SAP system to communicate with Spectrum Technology Platform Once you do this users of SAP Interaction Center WebClient will have access to address validation and geocoding functionality from within SAP Interaction Center WebClient 1 On the Spectrum Technology Platform server ins
53. TH THE USE OR PERFORMANCE OF THIS SOFTWARE Except as contained in this notice the name of a copyright holder shall not be used in advertising or otherwise to promote the sale use or other dealings in this Software without prior written authorization of the copyright holder anne ee ee eee eee eee ee eee ee ee eee eee rT Spectrum Technology Platform 10 0 SP1 Installation Guide 157 pitney bowes 3001 Summer Street Stamford CT 06926 0700 USA www pitneybowes com 2015 Pitney Bowes All Rights Reserved
54. Windows Services control panel to stop the configuration database by stopping the Spectrum Database service Copy the server app repository store folder from your existing server to the server where you installed the separate configuration database Replace the existing server app repository store folder g If the server from which you copied the server app repository store folder is version 10 0 or earlier you must run a conversion utility on the configuration database on the new machine Before running the conversion utility note the following e In order to run this utility the server must have adequate disk space The amount of free disk space needed is three times the size of the server app repository store databases folder If necessary add disk space before proceeding The conversion process may take up to an hour if you have a large configuration database To run the conversion utility 1 Back up the following folder server app repository store databases 2 Right click the following file and select Run as administrator SpectrumFolder server bin convert db bat h Configure the cluster properties for the database cluster by editing the file server app conf spectrum container properties as follows spectrum cluster name e If this is the first node in the cluster set this to any name you want to give to the cluster Be sure that the name is unique if you have multiple clusters e If you are adding a node to an exi
55. a folder to hold map images generated by Spectrum When maps are rendered using the web services the server supports the map images being returned through URLs or returned as a base 64 encoded image When a URL is returned the map image is stored as a file and served on request of the URL To ensure any Spectrum node can return the map image a file share is used to store the images Requirements All servers that host a node must have their system clocks synchronized in order for the cluster to function Verify that all systems point to the same time service to synchronize their clocks All nodes in a cluster must be the same version of Spectrum Technology Platform so be sure that the version you install is the same as the existing nodes All nodes in a cluster must have the same modules installed so be sure to install all the necessary modules on the new node Installing a Cluster Note Ifyou are setting up a cluster for the Location Intelligence Module only follow the instructions in Installing a Cluster for the Location Intelligence Module on page 36 Spectrum Technology Platform 10 0 SP1 Installation Guide 30 Cluster Note If you are setting up a cluster for the Data Hub Module also see Installing a Cluster for the Data Hub Module on page 35 Installing a cluster involves setting up one Spectrum Technology Platform server at a time Each time you add a server you need to point it to an existing server which will
56. abase are installed together on the same server 1 Shut down all the nodes in the server cluster and then shut down all the nodes in the configuration database cluster The configuration database must be of the same version of Spectrum Technology Platform as the server you are converting to If the configuration database is from an older version upgrade the configuration database to the same version of Spectrum Technology Platform as the version you want to use for the standard server On the ast node that you shut down in the configuration database cluster execute installdb exe The installer upgrades the configuration database Warning The node that you upgrade must be the last node that was shut down This is so that data such as job history and configuration settings are not lost If you do not know which node was shut down last look in each node s wrapper log for the time stamp of the shutdown message You can find the wrapper log in Spectrum Location server app repository logs wrapper log After the upgrade process finishes wait for the server to start up then stop the server You can see when the server has stared up by opening the log file lt Spectrum Installation Location gt server app repository logs wrapper log and looking for this message INFO Server Pitney Bowes Spectrum TM Technology Platform Database Version version build Started Important Do not attempt to stop the server until
57. act as a seed node A seed node is a server that has a copy of the Spectrum configuration data that it can copy to a new node so that the new node s configuration is synchronized with the other nodes in the cluster The following diagrams illustrate this process After installing the first node you will in effect have a cluster with only one node Cluster Spectrum Node 1 When you install the second node it must point to the first node as a seed node This will enable the second node to receive a copy of the first node s configuration database resulting in a cluster with two nodes with synchronized configuration information Cluster Spectrum Node 1 Spectrum Node 2 As you add additional nodes the new nodes can point to any of the existing nodes as a seed node You must also configure the first node to point to at least one other node in the cluster so that if it is ever brought down it can rejoin the cluster Spectrum Technology Platform 10 0 SP1 Installation Guide 31 Cluster Cluster Spectrum Node 1 Spectrum Node 2 S Spectrum Node 3 To install a cluster follow these steps 1 Install a load balancer You can choose for yourself an appropriate load balancer Follow the procedures described in the load balancer s documentation when installing Note The load balancer must be configured to allow encoded forward slashes If the load balancer does not allow encoded forward slashes you may get HTTP 404 errors while
58. after it has fully started for the first time Stopping the server before it performs an initial startup can cause your installation to become unusable Install a new server For instructions see Installing a New Server on page 20 Note When prompted be sure to select Standard Installation not Server only Stop the server Copy the SpectrumLocation server app repository store folder from the last configuration database server you shut down to the new server replacing the existing SpectrumLocation server app repository store folder Start the server Spectrum Technology Platform 10 0 SP1 Installation Guide 63 After you have installed the server you need to install the databases that support the module s you have installed Databases provide the information that Spectrum Technology Platform modules use to process data such as postal address data name data or geospatial data For example if you have installed the Enterprise Geocoding Module you will need to install databases that contain geospatial data if you have installed the Universal Addressing Module you will need to install databases that contain postal data In this section Installing the Address Now Module Database Installing the Advanced Matching Module Database Installing Data Normalization Module Databases Installing Enterprise Geocoding Module Databases Installing Enterprise Routing Module Databases Installing Enterprise Tax Module
59. ally or Firefox e To use the new Business Steward Portal or the Data Hub Browser a Web browser is required Spectrum Technology Platform 10 0 SP1 Installation Guide 10 Planning Your Installation Web Browser Requirements e Internet Explorer 10 or later Google Chrome 43 or later e Firefox 38 or later User Interface Languages Spectrum Technology Platform user interfaces such as Management Console Enterprise Designer Interactive Driver and web based applications are localized for the following languages e English e French e Japanese e Portuguese e Spanish Client SDK Requirements The Client SDK provides API access to Spectrum Technology Platform services To use the Client SDK your computer must meet the following requirements e 1 25 GB disk space e JDK 1 5 is required to install the Client SDK Be sure that JDK 1 5 is in the PATH environment variable Once installed the Client SDK supports JDK 1 4 and greater Supported Compilers The Spectrum Technology Platform Client SDK is supported with the following compiler and runtime minimum versions Java Client SDK Package Directory clientSDK platforms java Client SDK requires the Java JDK version 1 4 or higher This is not installed with the Client SDK Windows 32 bit e JDK 1 4 e C Compiler MSVC 6 0 SP3 MSVC 2003 MSVC 2005 MSVC 2008 Spectrum Technology Platform 10 0 SP1 Installation Guide 11 Planning Your Installation e C C
60. amics Siebel Business Applications Siebel Industry Applications Project X X Group 1 Workflow List Mgmt Import Xx Xx List Mgmt UI Mvg Oppty Oppty SSE X Personal Contact X X Picklist Server Component Requests X Siebel Sales Enterprise Siebel Universal Agent X VERT CUT Address VERT Cut Common 7 Import the Spectrum Technology Platform Siebel Objects a Select Tools gt Import from Archive b Browse to the Spectrum Technology Platform installation package In the Siebel Objects folder browse to the subfolder for your version of Siebel and select the SIF files c Select Merge the object definition in the repository and click Next 8 Check in all locked projects a Select Tools gt Check In b Select all the Projects to check in and click Check in 9 Open UI Only Import the Spectrum Technology Platform Siebel Objects for Open UI a Select Tools gt Import from Archive b Browse to the Spectrum Technology Platform installation package In the Siebel Objects folder browse to the OPEN _UI subfolder for your version of Siebel and select the SIF files Spectrum Technology Platform 10 0 SP1 Installation Guide 111 SAP Siebel and Microsoft Dynamics c Select Merge the object definition in the repository and click Next 10 Compile all Projects a Select Tools gt Compile Projects b Click All Projects c In the Siebel Repository File field enter the path of you
61. an be improved since if a node goes down the other nodes remain available to handle processing requests e Adding a new node is easy Cluster with Separate Configuration Database When you install the Spectrum Technology Platform server you are installing two things server software and a configuration database The server handles the execution of jobs and service requests reporting and logging The configuration database stores data such as users and roles data connections dataflows and the audit log For clusters consisting of only a few nodes installing the server and configuration database together on the same server provides acceptable performance However a cluster that consists of a large number of nodes may have its performance negatively affected by having a copy of the configuration database on each node This is because an increasing number of nodes results in increased data replication between nodes during synchronization Performance may also suffer if users are accessing the configuration database frequently through activities such as editing dataflows or job schedules These activities require processing power resulting in less CPU capacity available for running jobs and responding to service requests If you have an implementation with four or more nodes you should consider installing the configuration database to separate servers This is the most scalable installation scenario because you can add nodes without necessaril
62. and Use Tax Rate file allows you to use the Enterprise Tax Module to provide sales and use tax rates for each of the assigned tax jurisdictions as well as the total rate for the assigned locations The install program creates the indexed sequential file GTTAXRT Payroll tax correspondence file Payroll tax cross reference file allow you to use third party software to determine the payroll tax rates The cross reference files combine the U S Government Federal Information Processing Standards FIPS codes with the proprietary geocodes used by tax software from third parties The Payroll System Tax Code file is a customized file that you build to return the payroll tax codes used by your payroll system The install program produces database files called G1GTPTC and G1GTPTC vix Taxware cross reference file This sales tax cross reference file enables you to use the Enterprise Tax Module to determine tax jurisdictions for a given address then use Taxware software to determine the sales tax rates for those jurisdictions Vertex cross reference file This sales tax cross reference files allows you to use the Enterprise Tax module to determine tax jurisdictions for a given address then use Vertex software to determine the sales tax rates for those jurisdictions PB Software Vertex cross reference file This is a Vertex cross reference file supplied by Pitney Bowes The install program produces a database file GTMSTR2 in the specified desti
63. apper log for any errors 3 While directly connected to the master server bypassing the load balancer open each model one at a time and inspect the wrapper log file for errors Upgrading with Clustering for the Location Intelligence Module When a common repository database is used for clustering these additional steps required before and after the Spectrum Technology Platform upgrade process Before the upgrade you must move to a local Derby database setup after the upgrade you then change back to the cluster setup by pointing repository xml to the external database 1 Before upgrading Spectrum Technology Platform back up the repository by following these steps a Select a node from the cluster b Back up the repository content using WebDAV c Back up repository xml under Spectrum server modules spatial jackrabbit d Back up the JDBC driver jar file used by the database for the repository for example postgresql 9 1 901 jdbc4 jar under Spectrum server app 1lib e Back up repository xml from Spectrum server app tmp RepositoryService war xxxxxxxx contents webapp WEB INF classes org apache jackrabbit core If you cannot find this file you can extract it from RepositoryService war under Spectrum server app deploy 2 Switch the common repository database to a local Derby database temporarily just for upgrade purposes Apply the following steps to all nodes in the cluster Spectrum
64. are with massive resources Spectrum can be configured to use restricted numbers of CPUs Spectrum Technology Platform 10 0 SP1 Installation Guide 29 Cluster Database Spectrum stores named resources maps layers tables and styles geographic metadata and configuration in a repository In the default single server installation an embedded database is used to store these resources on the local server To create a resilient scalable solution this embedded database should be replaced with a resilient independent database Oracle PostGreSQL PostGIS and Microsoft SQL Server are the supported repository databases In the load balanced configuration Spectrum nodes cache these resources in a local cache and search index in each node in the cluster When a Spectrum node receives a request it uses the local cache and index to find resources Named resources can be added through any node in the cluster Each node keeps its cache current by checking for differences between its local cache and the central database This check occurs every 2 seconds by default Time frequency can be configured This architecture ensures the server delivers high performance transactions and the load on the repository database is kept to a minimum If anew Spectrum node is added to the cluster the cache and index are created automatically Such a scenario can occur to remedy a node failure or grow the capability of the deployment File Share The file share provides
65. atabases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running Spectrum Technology Platform 10 0 SP1 Installation Guide 75 Spectrum Databases 2 Download the database from the Pitney Bowes Software eStore using the link provided in the release announcement or welcome email You can also download the database from the technical support web site www g1 com support 3 The database is downloaded as a zip file Unzip the database before proceeding with the installation 4 Run dbloader exe 5 Follow the prompts during the rest of the installation process Note Do not install geocoding databases on a network drive Doing so can cause performance problems 6 After you install the database files use either the Database Resource tool in the Management Console or the Global Geocode CLI database commands to define the database as a resource For more information see the Administration Guide U S Geocoding Databases The U S geocoding databases contain the spatial data necessary to perform address standardization and geocoding You must install at least one of these databases TomTom Geocoding This database provides street segment data by TomTom a third party provider of spatial data and postal data from the U S Postal Service NAVTEQ Geocoding This database provides street segment data by NAVTEQ a third party provider of spatial data These databases use proprietary f
66. by separating each with a comma We recommend that you specify multiple seed nodes so that if one is down others can be used to allow the node to join the cluster The node will attempt to access each seed node in the order listed If none of the seed nodes can be reached the node will not join the cluster Uncomment the following lines spectrum runtime hostname spectrum runtime port Modify these to point to the load balancer host name and the port on which you have configured the load balancer to listen Save and close the spectrum container properties file Start the server On Unix or Linux change the working directory to the Spectrum Technology Platform server s bin directory source the setup file then type the following command server start Spectrum Technology Platform 10 0 SP1 Installation Guide 34 Cluster On Windows right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Installing a Cluster for the Data Hub Module 1 Follow the directions in Installing a Cluster on page 30 2 Stop all the Spectrum Technology Platform servers in the cluster To stop the servers right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server Alternatively you can use the Windows Services control panel and stop the Pitney Bowes Spectrum Technology Platform service Configure the property files 4 Start the Spectr
67. cause performance problems 6 After you install the database files use the Database Resource tool in the Management Console to define the database as a resource For more information see the Administration Guide Note If you installed the Australia Geocoded National Address File G NAF you must specify the GNAF123 and GNAF456 as separate paths but in the same database resource in the Management Console If you install the Australia Geocoded National Address File G NAF there will be two subfolders GNAF123 and GNAF456 GNAF123 contains the point level dictionary This has the highest precision of geocoding characterized by Reliability Level 1 2 or 3 GNAF456 contains the remainder of address information in G NAF that does not meet high precision geocoding criteria characterized by Reliability Level 4 5 or 6 We recommend that you use both databases to validate the existence Spectrum Technology Platform 10 0 SP1 Installation Guide 68 Spectrum Databases of addresses but only use GNAF123 for parcel level geocoding If you do not require parcel level geocodes you can use GNAF456 for geocoding U S Geocoding Databases The U S geocoding databases contain the spatial data necessary to perform address standardization and geocoding You must install at least one of these databases e Centrus Enhanced Geocoding This database consists of TIGER data provided by the U S Geological Survey and address data provided by the U S
68. ccessful go to the Response Body tab to view the Spectrum Technology Platform page 6 Set up the Spectrum Technology Platform Logging Object a Enter transaction code SLGO b Click New Entries c In the Object column enter HSGRP1 DQC d In the Object text column enter DOC Logging e Save the change 7 Set up JCO destinations a Go to the NetWeaver Portal Content Administrator URL and log in as J2EE_ADMIN or an account that has an Administrator Privilege b Expand Deployed Content then pb com then pb com dqc On the Details window select the JCO Connections tab c Select WD_DQC_MODELDATA_DEST and click Create Complete all the required information to be able to run and test the connection d Repeat the steps and complete the required information for WD_DQC_MODELDATA_DEST Spectrum Technology Platform 10 0 SP1 Installation Guide 96 SAP Siebel and Microsoft Dynamics Note WD_DQC_MODELDATA_DEST is the Application Data and WD_DQC_RFC_METADATA_DEST is the Dictionary Metadata 8 Configure the BuildGlobalAddress web service in the SAP Visual Admin a Go to lt drive gt usr sap lt system id gt DVEBMGS01 j2ee admin and click go bat and enter J2EE ADMIN password b Go to Cluster gt Server gt Services gt JCo RFC Provider and select the Bundles tab c Enter all of the information needed by the application and click Set to save the changes d Go to Cluster gt Server gt Services gt Web Services
69. cluster or Spectrum Technology Platform 10 0 SP1 Installation Guide 35 models will not replicate reliably hub servers per cluster 3 Note that the hub servers per cluster property must match the number of servers expected in a cluster If fewer than this number of servers are running at the time the Data Hub attempts to open or create a model it will wait for these servers to join and then fail after a timeout Once the model is running the system will continue running as long a quorum of servers more than half the expected number of servers are in communication For a cluster of six servers four must stay in communication for three servers two must stay in contact and for a two server cluster all servers must be in contact at all times For this reason it is recommended that clusters have a minimum of three servers in order to achieve a level of fault tolerance Also an odd number of servers provide better resiliency per server than an even numbered cluster e g both a three server cluster and a four server cluster can withstand a maximum of one lost server Installing a Cluster for the Location Intelligence Module To set up a cluster for the Location Intelligence Module you must first configure a common repository depending on the type of database you have then configure your system to prepare it for clustering Configuring a Common Repository You must configure Spectrum to use a common repository database for the cluster
70. cripts Service ClientBusinessService3 Gl Common Server Scripts Service ClientBusinessService4 Gl DNB VBC Service ClientBusinessService5 Gl Data Cleansing Service ClientBusinessService6 Gl DeDuplication Service ClientBusinessService7 Gl Generate HashKey Service ClientBusinessService8 Gl GeoCoding Service ClientBusinessService9 Gl Interactive Service ClientBusinessServicel0 Gl Merge Records Service ClientBusinessServicell Gl Name Casing Service ClientBusinessServicel2 GlWebServic 11 Deploy the Siebel objects in the client Note Keep a backup of the old SRF in case old binaries need to be re implemented a Copy the generated SRF to your web client objects folder For example on Windows this folder may be C Program Files Siebel 8 0 web client OBJECTS ENU On Unix or Linux this folder may be disk2 sia78 webclient OBJECTS enu b Open a command prompt and go to the BIN folder of the web client Spectrum Technology Platform 10 0 SP1 Installation Guide 141 SAP Siebel and Microsoft Dynamics For example on Windows this folder may be C Program Files Siebel 8 0 web client BIN On Unix or Linux this folder may be disk2 sia80 webclient BIN c Generate browser scripts by issuing the command On Windows genbscript ENU siebel cfg public enu folder On Unix or Linux genbscript location of cfg public enu fo
71. ctrum Technology Platform Enterprise Designer select View gt Server Explorer and delete this dataflow SAPValidateAddressWithCandidates b Go to SpectrumFolder server modules dataflows sap c Review the following table then copy the applicable dataflow files to SpectrumFolder server app import If you are installing this set of modules Address Now Module Address Now Module Universal Addressing Module Address Now Module Enterprise Geocoding Module Address Now Module Enterprise Geocoding Module Universal Addressing Module Address Now Module Enterprise Tax Module Universal Addressing Module Address Now Module Enterprise Geocoding Module Enterprise Tax Module Universal Addressing Module Universal Addressing Module without Loqate Spectrum Technology Platform 10 0 SP1 Copy these dataflow files to the import folder SAPValidateAddressWithCandidates ANOW df SAPGenerateCASSReport df SAPValidateAddressWithCandidates ANOW df SAPValidateAddressWithCandidates UAM df SAPValidateAddressWithCandidates ANOW_EGM df SAPValidateAddressWithCandidates UAM_ANOW_EGM df SAPAssignGeoTAXInfo df SAPBatchAssignGeoTAXInfo df SAPGenerateCASSReport df SAPValidateAddressAndAssignGeoTAXInfo df SAPValidateAddressWithCandidates UAM_ANOW_ETM df SAPValidateAddressWithCandidates UAM_ANOW_ETM_EGM df SAPGenerateCASSReport df SAPValidateAddressWithCandidate_UAM df Installation Guide 93 If you are insta
72. d by the system 5 Uncomment the following lines spectrum runtime hostname spectrum runtime port Modify these to point to the load balancer host name and the port on which you have configured the load balancer to listen 6 Save and close the spectrum container properties file 7 Start the server 8 Repeat this process to upgrade the other nodes in the cluster Spectrum Technology Platform 10 0 SP1 Installation Guide 46 Cluster Upgrading with Clustering for the Data Hub Module Additional steps are required for the Data Hub Module both before and after the upgrade process Prepare for Upgrading 1 Follow the instructions in Upgrading a Cluster on page 45 as these apply to both clustered and non clustered environments 2 Follow the instructions in Backing up Data Hub Models from the Master Data Management Guide 3 Shut down each server in the cluster Shut the instances down one at a time rather than all at once and shut down the master server last Because the choice of master depends upon which server first opened the model you may want to restart the cluster and open each model from the first server that was started and then shut them down in reverse order 4 To ensure that Spectrum Technology Platform is shut down cleanly and completely examine the SpectrumDirectory server app repository logs wrapper 1log file for errors during shutdown 5 For Spectrum Technology Platform versions 10 0 and late
73. d maximum heap size wrapper java maxmemory to reflect the total amount of memory required for the Arabic Plus Pack and Asian Plus Pack e Arabic Plus Pack 5 5 GB e Asian Plus Pack Chinese 32 MB e Asian Plus Pack Japanese 1 6 GB e Asian Plus Pack Korean 8 MB e Core Names 1 1 GB 9 Save and close wrapper conf 10 Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Spectrum Technology Platform 10 0 SP1 Installation Guide 83 Spectrum Databases Using the Database Silent Installer The silent install process allows you to pre configure the database installation process so that it runs without user intervention Instead of responding to prompts from the installation process for information such as the installation location you specify these responses in a properties file that the installer uses instead of user prompts Using the Logate Database Silent Installer 1 In the Spectrum Technology Platform server installer not the database installer browse to the SilentInstaller folder 2 Using a text editor open the uam_loqate installer properties file 3 Edit the properties file as necessary to specify the installation settings you want to use See the comments in the properties file for additional information 4 To run the installer in silent mode place the properties file in any directory except
74. d stopping the Global Sentry Database Server service 7 Any changes you made to files in the folder lt SpectrumPlatformLocation gt server will be lost Before upgrading review the files and folders in this location and back up any files you have modified You may have modified files in this folder in the following situations e You have the Siebel or SAP modules installed Be sure to back up existing dataflows especially any that are customized Spectrum Technology Platform 10 0 SP1 Installation Guide 21 Standard Installation e You are using LDAP for authentication Be sure to back up this file and restore it after upgrading server app conf spring security spectrum config ldap properties 8 Run the Spectrum Technology Platform installer to upgrade your system 9 If you backed up any files under the lt SpectrumPlatformLocation gt server folder restore them to the upgraded server Note Any job or subflow stored in the system during a server upgrade is marked as exposed to provide the same behavior for those jobs and subflows as before the upgrade Any job or subflow that is exported prior to the upgrade will not be exposed Therefore when importing these jobs or subflows back into the system you must manually expose the imported job or subflow Installing a License Key The license key provides access to software pursuant to the terms of your license It is an encrypted XML file with a file name ending in key
75. database has a different name on your system select the appropriate name Note For more information about database resources see the Spectrum Technology Platform Administration Guide Spectrum Technology Platform 10 0 SP1 Installation Guide 134 SAP Siebel and Microsoft Dynamics d Save and close each dataflow 4 Copy Siebel objects to your system a Browse to the location where you downloaded the Spectrum Technology Platform installer b Browse to the appropriate folder for your version of Siebel as shown in the following table Siebel Version Folder Siebel Business Applications 8 0 Non SDQ Siebel Objects 8 0 Business non SDQ Siebel Business Applications 8 1 1 Non SDQ Siebel Objects 8 1 1 Business non SDQ Siebel Industry Applications 8 0 Non SDQ Siebel Objects 8 0 Industry non SDQ Siebel Industry Applications 8 1 1 Non SDQ Siebel Objects 8 1 1 Industry non SDQ c Copy the contents of the folder to a temporary directory Note This temporary folder will be the referred to as lt Spectrum Package gt in the following steps 5 Create objects and allow object locking a Log in to Siebel Tools as the user SADMIN with the connection pointing to the server data source b Go to Object Explorer drill down to the Project object From the Project area right click and select New Record Create the following projects e Group 1 Data Quality e Group 1 EAI Testing e Group 1 Workfl
76. e StateProvince Primary Account Street Address AddressLine1 Business Address City City Country CountryName Id Id Postal Code PostalCode State StateProvince Street Address AddressLine1 Street Address 2 AddressLine2 Contact First Name FirstName Id Id Last Name LastName Middle Name MiddleName Primary Account Name AccountName Primary City City Primary Country CountryName Primary Postal Code PostalCode Primary State StateProvince Spectrum Technology Platform 10 0 SP1 Installation Guide 124 SAP Siebel and Microsoft Dynamics Business Component Field Mapped Field List Management Prospective Contact Account Account City City Country CountryName First Name FirstName Id Id Last Name LastName Middle Name MiddleName Postal Code PostalCode State StateProvince Street Address AddressLine1 Street Address 2 AddressLine2 Table 15 Siebel Industry Applications Business Component Field Mapped Field Account Dedup Token DedupToken Id Id Location Location Name Name Primary Account City City Spectrum Technology Platform 10 0 SP1 Installation Guide 125 SAP Siebel and Microsoft Dynamics Business Component Field Mapped Field Primary Account Country Country Primary Account Postal Code PostalCode Primary Account State State Primary Account Street Address AddressLine1 CUT Address City City Country Country Id Id Postal
77. e Address Now Module Database 65 Installing the Advanced Matching Module Database 65 Installing Data Normalization Module Databases 66 Installing Enterprise Geocoding Module Databases 68 Installing Enterprise Routing Module Databases 71 Installing Enterprise Tax Module Databases 71 Installing Global Geocoding Module Databases 75 Installing the Global Sentry Module Database 78 Installing Location Intelligence Module Databases 80 Installing Universal Addressing Module Databases 80 Installing Universal Name Module Databases 82 Using the Database Silent Installer 84 6 Client Tools Installing the Client Tools 86 Installing Clients with a Silent Installer 87 Removing the Client Tools 88 7 Client API Installing the Client API 90 Removing the Client API 90 8 SAP Siebel and Microsoft Dynamics Configuring SAP 92 Configuring Siebel 104 Configuring Microsoft Dynamics CRM 149 9 Support Technical Support 154 Documentation 154 Digital Insights 154 Spectrum Technology Platform 10 0 SP1 Installation Guide 3 In this section Installation Scenarios System Requirements coo Planning Your Installation Installation Scenarios Spectrum Technology Platform supports a variety of installation scenarios that scale to fit the needs of your organization Standard The standard scenario is the simplest installation scenario You install Spectrum Technology Platform on a single server All act
78. e Global Geocoding Database Resource tool in the Management Console or the Global Geocoding CLI database commands to define the database as a resource For more information see the Administration Guide Points Databases U S Only Points databases contain data for locating the center of a parcel These databases provides enhanced geocoding accuracy for internet mapping property and casualty insurance telecommunications utilities and others Note To use a points database you must also install a streets database See U S Geocoding Databases on page 76 for the list of available US streets databases Master Location Data This database provides the best available address point location for every mailable and deliverable address in the United States e Centrus Points This database contains the data necessary to locate the center of a parcel or building It does not contain assessor s parcel number APN or elevation data e Centrus Elevation This database contains the same data as Centrus Points plus elevation data e Centrus Enhanced Points This database contains the same data as Centrus Points plus APN data e Centrus Premium Points This database contains the same data as Centrus Points plus both APN and elevation data TomTom Points The data in this database is provided by TomTom a third party provider of spatial data NAVTEQ Points This database is provided by NAVTEQ a third party data provider It contains
79. e1 Street Address 2 AddressLine2 Table 9 Siebel Industry Business Component Field Mapped Field Account Name FirmName CUT Address City City Spectrum Technology Platform 10 0 SP1 Installation Guide 118 SAP Siebel and Microsoft Dynamics Business Component Field Mapped Field Country CountryName County USCountyName Disable Data Cleansing DisableDataCleansing G1 Delivery Point Validation Indicator DPV G1 Latitude Latitude G1 Location Code LocationCode G1 Longitude Longitude G1 Match Code MatchCode G1 Residential Delivery Indicator RDI Postal Code PostalCode State StateProvince Street Address AddressLine1 Street Address 2 AddressLine2 Contact First Name FirstName Last Name LastName Middle Name MiddleName M M TitleOfRespect List Management Prospective Contact City City Spectrum Technology Platform 10 0 SP1 Installation Guide 119 SAP Siebel and Microsoft Dynamics Business Component Field Mapped Field Country CountryName County USCountyName Disable DataCleansing DisableDataCleansing First Name FirstName G1 Delivery Point Validation Indicator DPV G1 Latitude Latitude G1 Location Code LocationCode G1 Longitude Longitude G1 Match Code MatchCode G1 Residential Delivery Indicator RDI Last Name LastName Middle Name MiddleName Postal Code PostalCode State StateProvince Street Address AddressLine1 Street Address 2 AddressLine2 Pe
80. ea and then specify the file lt Spectrum Package gt tools GlWebService xml c Query on the Name field ValidateAddress and modify its settings as follows On the Service Port applet change the following fields Transport Local Business Service Address G1 WebService Filter Service On the Operations applet change the following fields e Response Filter Service Display G1 WebService Filter Service e Response Filter Method Display filter Response 17 Encrypt and apply Spectrum Technology Platform user name and password a Run the following command on the command prompt java version Java Runtime Environment JRE 1 4 x is required If none is installed you can download from java sun com j2se 1 4 2 download htm Download the JRE of your target platform b Acquire the file lt Spectrum Package gt tools Base64 class c On the command prompt type the following command java Base64 ncod s lt username gt lt password gt Spectrum Technology Platform 10 0 SP1 Installation Guide 144 SAP Siebel and Microsoft Dynamics where lt username gt and lt password gt is to the login information of Spectrum Technology Platform server Copy the generated value Note The default Spectrum Technology Platform password can be found in lt Spect rum Package gt tools Default Password txt d Go to Site Map gt Administration Group 1 Data Quality gt Password Manager Paste the value generated in
81. echnology Platform 10 0 SP1 Installation Guide 47 Cluster 3 Enable store upgrade by setting the following line from SpectrumFolder server modules hub db neo4j properties as shown below allow store upgrade true 4 Start the Spectrum Technology Platform server To start the server right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Alternatively you can use the Windows Services control panel to start the Pitney Bowes Spectrum Technology Platform service 5 Open each model 6 Follow the instructions in Backing up Data Hub Models from the Master Data Management Guide again 7 Stop the Spectrum Technology Platform server To stop the server right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server Alternatively you can use the Windows Services control panel and stop the Pitney Bowes Spectrum Technology Platform service 8 Set the master server to clustered high availability mode in the SpectrumFolder server modules hub hub properties file hub neo4j database type embedded hub neo4j database type ha For ha mode MUST be set to the number of servers in the cluster or models will not replicate reliably hub servers per cluster 3 9 Compare any configuration files that you backed up to the installed files and make any necessary changes Do not overwrite new files with old files because new files may contain p
82. ect Manager Cross check the query result with the table below and perform the action suggested To toggle object Spectrum Technology Platform 10 0 SP1 Installation Guide 107 locking go to Object Explorer and browse to the Project object From the Project area right click SAP Siebel and Microsoft Dynamics and select the project and select Toggle Object Locking Table 2 Queries for Siebel SDQ Siebel Business Siebel Industry Project Action Applications Applications X Account Toggle Object Locking X Account SCW Toggle Object Locking x X Account SSE Toggle Object Locking X X Contact Toggle Object Locking Contact SSE Toggle Object Locking CUT Account Toggle Object Locking CUT Siebel Toggle Object Locking Communications CUT Usage Toggle Object Locking DNB Data Toggle Object Locking DeDuplication Toggle Object Locking eAutomotive Toggle Object Locking X X Employee Toggle Object Locking FINS Contract Toggle Object Locking FINS Contract Info Toggle Object Locking FINS Deal Commercial FINS Financial Services FINS Opportunity Toggle Object Locking Toggle Object Locking Toggle Object Locking Spectrum Technology Platform 10 0 SP1 Installation Guide 108 SAP Siebel and Microsoft Dynamics Siebel Business Siebel Industry Project Action Applications Applications X X Group 1 Data Quality Create and Toggle Object Locking X X Group 1 EAI Testing Create
83. ed in the release announcement or welcome email You can also download the database from the technical support web site www g1 com support 3 The database is downloaded as a zip file Unzip the database before proceeding with the installation 4 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Universal Addressing Module gt Database Load Utility 5 Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 6 If you choose to install Residential Delivery Indicator an optional database that you license directly from the U S Postal Service you are prompted for the nine digit RDI table and the eleven digit RDI table These are called rts hs9 and rts hs11 respectively and they are provided by the U S Postal Service Spectrum Technology Platform 10 0 SP1 Installation Guide 80 Spectrum Databases Installing Validate Address Global Databases This procedure describes how to install the databases used by the Validate Address Global stage For instructions on installing databases used by other Universal Addressing Module stages see the Spectrum Technology Platform Administration Guide 1 Download the database from the Pitney Bowes Software eStore using the link provided in the release announcement or welcome
84. ed on the following operating systems Spectrum Technology Platform 10 0 SP1 Installation Guide 8 Planning Your Installation Operating System Notes Windows Server 2008 R2 None Windows Server 2012 R1 amp R2 The Enterprise Tax Module is not supported on R2 64 bit Required The Spectrum Technology Platform server requires a 64 bit Unix Linux or Windows operating system 32 bit operating systems are not supported Disk Space Spectrum Technology Platform has the following disk space requirements New Installation Upgrade e 3 GB to install all modules less if installing fewer modules Free disk space equal to three times the size of your e 4 GB to 5 GB of temp space for the installation to extract current installation To determine the size of your current the files it needs but you may need more depending on installation look at the size of the folder where you the options you are installing If necessary modify your installed Spectrum Technology Platform TEMP environment variable Windows or IATEMPDIR If you are adding modules as part of your upgrade you environment variable Unix and Linux to point to a will need 3 GB to install all modules less if installing fewer location with enough space modules 4 GB to 5 GB of temp space for the installation to extract the files it needs but you may need more depending on the options you are installing If necessary modify your TEMP environment var
85. email You can also download the database from the technical support web site www g1 com support 2 The database is downloaded as a zip file Unzip the database before proceeding with the installation 3 Unzip the database file to the location you want The database zip files are e VAGlobal EMEA zip Contains the data for Europe Middle East and Africa e VAGlobal APAC zip Contains the data for Asia Pacific e VAGlobal Americas zip Contains the data for the Americas Note You may install databases on a network share but performance will be affected since you will be accessing them on a network rather than accessing them locally 4 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Stop Server 5 Install the unlock code a Open the following file in a text editor lt SpectrumLocation gt server modules addressglobal conf unlockcodes txt b Enter your unlock codes one per line c Save and close the file 6 Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the system tray and select Start Server Installing Validate Address Loqate Databases This procedure describes how to install the databases used by the Validate Address Loqate stage For instructions on installing databases used by other Universal Addressing Module stages see the Spectrum Technology Platform Administration Guide
86. eparated Configuration Database Set this to the network interface to which you want this node to bind Specify 0 0 0 0 if you want the node to bind to all network interfaces spectrum cluster seeds Set this to the IP address of the configuration database server you want to be used to set up new configuration database nodes added to the cluster The configuration database from the seed server is copied to the node whenever it starts up so that it is synchronized with the cluster Ne If this is the first node in the cluster you may specify seed nodes that are not yet running If you know the IP addresses of the nodes you want to use as seed nodes you may enter those now Otherwise you will need to return to this properties file once you have the IP addresses of the seed nodes and enter them You can specify multiple comma separated IP addresses You should specify multiple seed nodes so that if one is down others can be used to allow the node to join the cluster The node will attempt to access each seed node in the order listed If none of the seed nodes can be reached the node will not join the cluster b Save and close the spectrum container properties file c Start the ast node that was shut down in the configuration database To start the configuration database right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Alternatively you can use the Windows Services control panel to start t
87. er than accessing them locally 6 Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Spectrum Technology Platform 10 0 SP1 Installation Guide 67 Spectrum Databases Installing Enterprise Geocoding Module Databases This module has several databases You may have one or more of these depending on the features you have licensed International Geocoding Databases International geocoding databases contain the data necessary to perform geocoding and reverse geocoding for locations outside the U S Each country has its own database and some countries have optional databases that provide enhanced geocoding Note If you install multiple databases install each database to a separate folder Note To install the Enterprise Geocoding Module databases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running 2 Download the database from the Pitney Bowes Software eStore using the link provided in the release announcement or welcome email You can also download the database from the technical support web site www g1 com support 3 The database is downloaded as a zip file Unzip the database before proceeding with the installation 4 Run dbloader exe 5 Follow the prompts during the rest of the installation process Note Do not install geocoding databases on a network drive Doing so can
88. erwrite the object definition in the repository and click Next to proceed until the import process has been completed e FINS Personal Address List Applet sif G1 Common Browser Scripts Service sif e Siebel Sales Enterprise sif 8 Check in all locked projects a Select Tools gt Check In b Select all the Projects to check in and click Check in 9 Compile all Projects a Select Tools gt Compile Projects Spectrum Technology Platform 10 0 SP1 Installation Guide 140 SAP Siebel and Microsoft Dynamics b Click All Projects c In the Siebel Repository File field enter the path of your Siebel Web Client SRF file d Click Compile 10 Update the application CFG flie a Open the appropriate cfg file in an editor For example for Siebel Business e Siebel Call Center uagent cfg e Siebel Sales siebel cfg For example for Siebel Industry e eAutomotive auto cfg e Financial fins cfg eCommunication ecomm cfg Siebel cfg files are usually found in the following locations e Siebel thick client Siebel lt version gt web client bin enu e Siebel thin client lt Siebel Server gt bin enu b Add the following lines under the SWE section ClientBusinessService0O Gl Async Service ClientBusinessServicel Gl Business Name Standardization Service ClientBusinessService2 Gl Common Browser S
89. f you are installing these utilities on the same computer where the Spectrum Technology Platform server is installed Java 8 will be installed since it is included with the server If you want to install the utilities on another computer make sure that the computer has Java 7 or later installed E Spectrum Technology Platform 10 0 SP1 Installation Guide 17 Planning Your Installation The Map Uploader also requires Microsoft NET Framework 4 0 available from the Spectrum Technology Platform Welcome Page http lt SpectrumServerName gt 8080 OGC Compliance The Location Intelligence Module is OGC compliant for the following services e WES version number 1 0 0 e WMS version number 1 1 1 and 1 3 0 MapInfo Professional Compatibility The Location Intelligence Module is compatible with MapInfo Professional up to version 15 x See Tools gt MapInfo Pro in the Spectrum Spatial Getting Started Guide for more information about the interoperability of the two products eee ee ee eee eee eee eee ee ee ee eee eee eee Spectrum Technology Platform 10 0 SP1 Installation Guide 18 gt AnaAcrcA Installing a New Server Upgrading a Server Installing a License Key Installing the Server with a Silent Installer Adding Modules Removing the Server 20 21 22 23 24 Standard Installation Installing a New Server Before installing Spectrum Technology Platform be sure to read the release notes The
90. f you have multiple Spectrum Technology Platform instances on a single machine you must change the port numbers To change the port numbers for each Spectrum Technology Platform instance 1 Change all ports in lt Spectrum root gt server app conf spectrum container properties to new port values that are not in use The http port reflects the port number entered in the installer 2 Update the rmi port in bootstrap properties in the lt spectrum root gt server modules spatial folder for example 11099 The default is 1099 Spectrum Technology Platform 10 0 SP1 Installation Guide 44 Cluster Shared Spectrum Local Data If you are using TAB file data on the file system this data needs to be in a shared location accessible by all instances of Spectrum in the load balanced environment It is also important to note that all named resources in the repository accessing data on the file system should point to this shared location Each VM or machine hosting Spectrum needs to have access to the mounted shared drive Note Using named resources that point to database tables do not require a shared drive as the named resources in the repository do not access the data using a file path rather they use a named connection to the data in the database Upgrading a Cluster Important Before upgrading be sure to read the release notes for the new version The release notes contain important compatibility information supported upg
91. form 2 Back up the folder lt spectrum root gt server modules spatial jackrabbit to a local directory or disk Stop Spectrum on all nodes 4 On all instances of Spectrum Technology Platform add the database JDBC drivers to the Spectrum common lib directory to allow it to use the selected database Copy the lt spectrum root gt server modules spatial lib sqljdbc4 4 x jar file to lt spectrum root gt server app lib sqljdbc4 4 x jar 5 On all instances of Spectrum Technology Platform edit the lt spectrum root gt server modules spatial jackrabbit repository xml file to point the repository to a database and add clustering There are four separate changes you need to make eo a Modify the two FileSystem sections within the Repository and Workspace sections of the file lt FileSystem class org apache jackrabbit core fs db MSSqlFileSystem gt lt param name driver value com microsoft sqlserver jdbc SQLServerDriver gt lt param name url value jdbc sqlserver S HOST S PORT S DATABASENAME gt lt param name schema value mssql gt lt param name user value USERNAME gt lt param name password value PWD gt lt param name schemaObjectPrefix value rep gt lt FileSystem gt b Modify the Persistence Manager section within the Workspace section lt PersistenceManager class 0rg apache jackrabbit core persistence pool MSSqlPersiste
92. he configuration database by starting the Spectrum Database service Warning The first node that you start must be the last node that was shut down Starting up another node first may result in loss of data such as job history and configuration settings If you do not know which node was shut down last look in each node s wrapper log for the time stamp of the shutdown message You can find the wrapper login Spectrum Location server app repository logs wrapper log d After the upgraded configuration database is fully started up repeat the previous steps to upgrade each of the remaining servers in the configuration database cluster and start up each of them 6 Upgrade each node in the server cluster For instructions see dUpgrading a Cluster on page 45 Important When installing each server select the Server only option in the installer and provide the host and port of one or more of each of the configuration database server You can find the port in the file InstallationLocation server app conf spectrum container properties The port is specified in the spectrum orientdb binary port property Note Any job or subflow stored in the system during a server upgrade is marked as exposed to provide the same behavior for those jobs and subflows as before the upgrade Any job or subflow that is exported prior to the upgrade will not be exposed Therefore when importing Spectrum Technology Platform 10 0 SP1 Installation Guide
93. he repository content Adding Modules to a Cluster After installing a cluster you may decide to add additional modules This procedure describes how to add one or more modules to an existing cluster 1 Shut down all the Spectrum Technology Platform nodes in the cluster 2 Choose a node where you will first install the module On that node open the following file in a text editor server app conf spectrum container properties 3 Set spectrum cluster enabled to false 4 Save and close the file 5 Install the module or modules you want to add For instructions see the Spectrum Technology Platform Installation Guide 6 Start up the server The server starts up in standalone non clustered mode 7 Wait for the server to fully start up then stop the server 8 Open server app conf spectrum container properties ina text editor and set spectrum cluster enabled to true 9 Save and close the file 10 Start up the server You now have a cluster of one with the new module installed 11 Start up each of the other nodes Spectrum Technology Platform 10 0 SP1 Installation Guide 51 Cluster Starting a Cluster If all the nodes in a cluster are stopped you must follow this procedure to start up the cluster safely and avoid data loss 1 Start the node that was shut down last Warning The first node that you start must be the last node that was shut down Starting up another node first may result in loss
94. his is the first node in the cluster you need to specify a seed node that is not yet running If you know the IP address of the node you want to use as a seed node enter it now Otherwise you will need to return to this properties file once you have the IP address of the seed node You can specify multiple IP addresses by separating each with a comma We recommend that you specify multiple seed nodes so that if one is down others can be used to allow the node to join the cluster The node will attempt to access each seed node in the order listed If none of the seed nodes can be reached the node will not join the cluster spectrum cluster nodename Optional This property allows you to define a specific node name to associate with the configuration database on this node You should set this option if you plan on manually copying the configuration database from one server to another such as copying the configuration database from a staging server to a production server If you do not specify this property an internally used node name will be automatically generated by the system 5 Uncomment the following lines spectrum runtime hostname spectrum runtime port Modify these to point to the load balancer host name and the port on which you have configured the load balancer to listen 6 Save and close the spectrum container properties file 7 Start the server To start the server right click the Spectrum Technology Platform ico
95. hout the U S The Master Location Data database provides the best available address point location for every mailable and deliverable address in the United States User auxiliary file This is a user defined file that the Enterprise Tax Module uses to override results from the master files in street level matching If you have data that is more current than that in the master files you can enter the new data into the auxiliary file and use it for your address matching The Enterprise Tax Module returns matches made with a code that signifies the answer came from the auxiliary file You can also return user defined data from the auxiliary file with the match The install program creates the file G1GTAUx in the specified destination GeoTAX auxiliary file This file contains new addresses that have not yet been added to the master files It provides the most up to date address data possible The install program creates the indexed sequential file G1GTAX2 in the specified destination Landmark auxiliary file This is a user defined file that allows you to specify customized address information in your input records The recommended primary use of this file to match to your company s non address locations such as well heads transmission towers or any other descriptive location The latitude longitude that is part of the input needed to build this file allows companies to automatically keep track of any jurisdictional changes that affect these uni
96. iable Windows or IATEMPDIR environment variable Unix and Linux to point to a location with enough space Note If you are installing a module that uses a reference database such as a postal database geocoding database or data normalization tables you will need space for this data The total disk space varies depending on what modules s and what database s you are installing Memory e Basic memory requirement 8 GB The Enterprise Geocoding Module requires an additional 500 MB memory for the first non U S geocoder and 250 MB for each additional non U S geocoder with these exceptions e Germany Australia and the U K each require 1 GB additional memory e Japan requires 2 GB additional memory Spectrum Technology Platform 10 0 SP1 Installation Guide Planning Your Installation Note that you may distribute processing among multiple servers which may allow you to take advantage of existing hardware instead of adding memory to a single Spectrum Technology Platform server This is referred to as remote server processing For information on remote servers see the Spectrum Technology Platform Dataflow Designer Guide The Location Intelligence Module requires an additional 2 GB RAM to support its mapping and feature components The Data Normalization Module and Universal Name Module require additional memory if you use the following name databases e Arabic Plus Pack 5 5 GB e Asian Plus Pack Chinese 32 MB
97. iles called GSD files For ZIP Code centroid matching the file us Z9 contains all the centroid info for all states and normally has a z9 extension Each geocoding database has an optional Statewide Intersections Index The Statewide Intersection Index is designed to enable fast intersection identification on a statewide basis For example the Statewide Intersection Index will allow the database to search for 1st and Main St CO and return a list of possible matches in Colorado more quickly than searching the entire geocoding database for each instance of the intersection Note To install the Global Geocoding Module databases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running 2 Download the database from the Pitney Bowes Software eStore using the link provided in the release announcement or welcome email You can also download the database from the technical support web site www g1 com support 3 The database is downloaded as a zip file Unzip the database before proceeding with the installation 4 Run DataSets exe The installation wizard guides you through the rest of the process Spectrum Technology Platform 10 0 SP1 Installation Guide 76 Spectrum Databases Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 5 After you install the database files use either th
98. in Component Alias Application Deployment Manager Batch Processor ADMBatchProc Application Deployment Manager Object Manager ENU ADMObjMgr_enu Application Deployment Manager Processor ADMProc Assignment Manager AsgnSrvr Batch Assignment AsgnBatch Business Integration Batch Manager BusintBatchMor Business Integration Manager BusintMgr 4 j Click Query k In the Name column enter EAT I Click Go m In the Value column enter the root of the drive where you have Siebel installed For example C n Add the following values to the the cfg file appropriate for your system for example auto cfg tools cfg and so on EAIFileTransportConfigSubsys EAIFileTransportFolders C o Restart the Siebel server and gateway 21 Set the EditProfileAttr parameter a Click Navigate gt Site Map b Click Administration Server Configuration c In the Administration Server Configuration section under Servers click Components d On the Components tab click Query e In the Component column enter the name of the Object Manager component For example eAutomotive Object Manager f Click Go SAP Siebel and Microsoft Dynamics ADM ADM ADM AsgnMgmt AsgnMgmt File Transport Folder List Spectrum Technology Platform 10 0 SP1 Installation Guide 147 g Click the Parameters tab at the bottom of the window Warranty Claims ta Home Account lorer Enterprises Siebel Ser
99. ivity is handled by this one server including designing dataflows storage of configuration information running jobs and handling service requests Requests Such as API calls web service requests clients S Spectrum Server s H H Q External Resources Database resource file servers etc Remote Servers Remote servers are useful if you have licensed many modules To use remote servers you install Spectrum Technology Platform on several different servers installing different modules on each server You then configure the individual services to execute on one of the remote servers This approach has the following advantages Improved performance especially for web service and API calls For jobs there may be some performance improvement but the time it takes to send data across the network to the remote server may offset any performance gains e Ability to perform database updates on individual modules without interrupting the availability of other modules For example if you need to update a postal database for the Universal Addressing Module you could install the update by stopping just the remote server handling the Universal Addressing Module allowing other modules to remain available on other remote servers Spectrum Technology Platform 10 0 SP1 Installation Guide 5 Planning Your Installation e Startup time can be reduced With all modules on one server it can take a long time for the server to
100. l Industry Only CUT Address DeDup Record Type Contact DeDup Record Type Contact Query Expression Contact Token Expression List Mgmt Prospective Contact DeDup Record Type List Mgmt Prospective Contact Query Expression List Mgmt Prospective Contact Token Expression Realtime Max Num of Records for your Siebel Application Name Enable DeDuplication CUT Address Contact Query Expression 1 Query Expression 2 Query Expression 3 Token Expression 1 Token Expression 2 Token Expression 3 List Mgmt Prospective Contact Query Expression 1 Query Expression 2 Query Expression 3 Token Expression 1 Token Expression 2 Token Expression 3 200 e Select Site Map gt Administration Data Quality gt Third Party Administration gt Data Quality Settings Add the ff data for Data Quality Settings These settings enable data matching Value Installation Guide 128 SAP Siebel and Microsoft Dynamics Name Value Force User DeDupe Account Yes Force User DeDupe Contact Yes Force User DeDupe List Mgmt Yes 19 Open UI Only Grant the EAI File Transport business service access to the file system by following these steps a Click Navigate gt Site map b Click Administration Server Configuration c In the Administration Server Configuration section under Enterprises click Parameters d Click Query e In the Name column
101. lder For example on Windows C Program Files Siebel 8 0 web client BIN gt genbscript enu siebel cfg C Program Files Siebel 8 0 web client PUBLIC enu On Unix or Linux genbscript disk2 sia80 webclient BIN enu siebel cfg sia80 webclient PUBLIC enu d Copy g1_check gif and g1_x gif from the temporary folder to public enu images in the Siebel web client e Copy the contents of lt Spectrum Package gt d11 to your BIN folder f Copy the contents of lt Spectrum Package gt cfg to your BIN ENU folder 12 Deploy the Siebel objects to the server a Stop the Siebel server b Copy the generated SRF file to your web client objects folder For example for Siebel Business on Windows the folder may be C sea80 siebsrvr OBJECTS ENU On Unix or Linux the folder may be disk2 sea80 siebsrvr OBJECTS enu c Open a command prompt and go to the BIN drive of the web client For example on Windows this folder may be C sia80 siebsrvr BIN On Unix or Linux this folder may be disk2 sea80 siebsrvr BIN d Generate browser scripts by issuing this command On Windows genbscript ENU siebel cfg webmaster folder On Unix or Linux genbscript location of Siebel cfg webmaster folder For example on Windows C sia80 siebsrvr BIN gt genbscript enu siebel cfg C sia80 sieb
102. lib g Start the Spectrum Technology Platform server h First node only Remove the existing content from the repository then copy the content that you backed up in Step 4a into the repository using WebDAV i Repeat Steps 4b 4g for each additional node j For each additional node after copying repository xml backed up in Step 1c to the jackrabbit folder verify that it has a distinct Cluster ID Removing a Node from a Cluster To remove a node from a cluster stop the Spectrum Technology Platform server e On Unix or Linux change the working directory to the Spectrum Technology Platform server s bin directory source the setup file then type the following command server stop e On Windows right click the Spectrum Technology Platform icon in the system tray and select Stop Server Spectrum Technology Platform 10 0 SP1 Installation Guide 50 Cluster If you do not want the server to rejoin the cluster the next time it starts up open the file server app conf spectrum container properties ina text editor and set spectrum cluster enabled to false For Location Intelligence Module users If you want to keep the node standalone and able to run outside the cluster copy back the original repository xml file and remove the following folders from the server modules spatial jackrabbit directory for each instance of Spectrum Technology Platform repository version workspaces Restart the server and import t
103. lling this set of modules Universal Addressing Module without Loqate Enterprise Tax Module Universal Addressing Module with Loqate Universal Addressing Module with Loqate Enterprise Geocoding Module Universal Addressing Module with Loqate Enterprise Tax Module Universal Addressing Module with Loqate Enterprise Geocoding Module Enterprise Tax Module Universal Addressing Module Loqate only Universal Addressing Module Loqate only Enterprise Geocoding Module Enterprise Geocoding Module Enterprise Tax Module SAP Siebel and Microsoft Dynamics Copy these dataflow files to the import folder SAPAssignGeoTAXInfo df SAPBatchAssignGeoTAXInfo df SAPGenerateCASSReport df SAPValidateAddressAndAssignGeoTAXInfo df SAPValidateAddressWithCandidates UAM_ETM df ValidateAddressWithCandidates_UAM_Loqate df ValidateAddressWithCandidates_UAM_Loqate_EGM df ValidateAddressWithCandidates_UAM_Loqate_ETM df ValidateAddressWithCandidates_UAM_Loqate_EGM_ETM df ValidateAddressWithCandidates_Loqate df ValidateAddressWithCandidates_Loqate_EGM df GeocodeUSAddressWithCandidates df ValidateAddressWithCandidates_EGM df ValidateAssignGeoTAXInfo df ValidateAddressWithCandidates_ETM df SAPBatchAssignGeoTAXInfo df Spectrum Technology Platform 10 0 SP1 Installation Guide 94 SAP Siebel and Microsoft Dynamics Note If errors occur in Management Console or Enterprise Designer delete the contents of lt WindowsTempo
104. logy Platform SAP Module The SAR file is located on the Spectrum Technology Platform installer in the SAP Objects folder For information on importing SAR files into SAP applications see your SAP Basis administrator 4 Activate the BC sets a Log on to the client where the settings for the Spectrum Technology Platform SAP Module is to be configured b Enter the transaction code SCPR20 This activates Business Configuration BC sets This will place the default entries on the Spectrum Technology Platform customizing tables c In the BC Set field enter HSGRP1 BCSET BC BAS PV d Activate it with the options Overwrite All Data and Default Mode Spectrum Technology Platform 10 0 SP1 Installation Guide 100 SAP Siebel and Microsoft Dynamics Activation Options E Caution You have started the BC Set activation If you continue new data aa records will be created and or existing ones overwritten a Activation Information Activation Options Activated By FSALVADOR Overwrite Data Date Time 15 09 2008 16 06 05 Overwrite All Data System Client DC6 100 O Default Values not Overwritten Workbench Reqst Not Required Customizing Reqgst DC6kK900105 Select Activation Mode Activation Links Create Locally Default Mode Reccomend O Expert Mode Activation Languages German English O D e
105. mation see Spectrum Technology Platform Administration Guide Spectrum Technology Platform 10 0 SP1 Installation Guide 70 Spectrum Databases Early Warning System U S Only The USPS provides free Early Warning System EWS data to prevent matching errors due to the age of the address information in the gsd files The USPS creates a new EWS data set each week that you can download from the USPS website ribbs usps gov To install the Early Warning System EWS database rename the database file from OUT to EWS txt and place it in the same folder as the primary database Installing Enterprise Routing Module Databases 1 Make sure no applications are running 2 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the technical support web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 3 Run dbloader exe 4 Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally Installing Enterprise Tax Module Databases Depending on the features you have licensed you need to install one or more of these databases Database Compatibility The Enterprise Tax Module version 9 0 SP2 and later uses a different data format
106. n in the Windows task bar and select Start Server Add additional nodes to the cluster For instructions on adding a node see Adding a Node to a Cluster on page 34 eee ee eee ee ee ee eee ee ee ee eee eee eee eee Spectrum Technology Platform 10 0 SP1 Installation Guide 33 Cluster Adding a Node to a Cluster Follow this procedure if you have already set up a cluster with a load balancer and at least one Spectrum Technology Platform node and you want to add a new Spectrum Technology Platform node 1 2 Install Spectrum Technology Platform on a server where you want to host a node For instructions see the Spectrum Technology Platform Installation Guide If the Spectrum Technology Platform server is running stop it To stop the server right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server Edit the file server app conf spectrum container properties as follows spectrum cluster enabled Set this to true spectrum cluster name Set this to the name of the cluster that you want this node to join spectrum cluster address Set this to the network interface to which you want this node to bind Specify 0 0 0 0 if you want the node to bind to all network interfaces spectrum cluster seeds Set this to the IP address of the Spectrum Technology Platform server whose configuration will be replicated on the new node You can specify multiple IP addresses
107. namics CRM Module b Review the following table then copy the applicable dataflow files to SpectrumFolder server app import If you have installed this set of Copy these dataflow files to the import folder modules Advanced Matching Module GenerateMatchKey df GenerateMatchScore df GenerateSearchKey Consonant df GenerateSearchKey df GenerateSearchKey Metaphone df GenerateSearchKey Substring df n ValidateAddresswithCandidates_UAM df Universal Addressing Module without Loqate i ValidateAddressWithCandidates_UAM_EGM df Universal Addressing Module without Loqate Enterprise Geocoding Module ValidateAddressWithCandidates_UAM_Loqate df Universal Addressing Module with Loqate Universal Addressing Module with BatchAddressValidate df Loqate ValidateAddressAndGenerateMatchKey df Enterprise Geocoding Module ValidateAddressWithCandidates_UAM_Loqate_EGM df ValidateAddressWithCandidates_Loqate df Universal Addressing Module Loqate only Spectrum Technology Platform 10 0 SP1 Installation Guide 150 SAP Siebel and Microsoft Dynamics If you have installed this set of Copy these dataflow files to the import folder modules ValidateAddressWithCandidates_Loqate_EGM df Universal Addressing Module Loqate only Enterprise Geocoding Module GeocodeUSAddressWithCandidates df Enterprise Geocoding Module 3 Import the Microsoft Dynamics CRM Module into your Microsoft Dy
108. namics CRM system a In the Spectrum Technology Platform installation package browse to this folder MS CRM Objects MS CRM Dynamics 2013 MSCRM Object b Copy the file netProxy aspx to the following folder on you Microsoft Dynamics CRM server MicrosoftDynamicsCRMInstallation CRMWeb c Copy the file net Proxy d11 to the following folder on you Microsoft Dynamics CRM server MicrosoftDynamicsCRMInstallation CRMWeb Bin d Log in to Microsoft Dynamics CRM as an administrator e Click Microsoft Dynamics CRM then click Settings f Click Solutions g Click Import h Browse to the the Spectrum Technology Platform installation package and select the following file MS CRM Objects MS CRM Dynamics 2013 MSCRM Object mscrm PBMSDynamicsCRMConnector 1 0 0 managed zip i Click Next then Publish All Customizations j Restart the Microsoft Dynamics CRM server 4 Define the connection between Microsoft Dynamics CRM and the Spectrum Technology Platform server a Log in to Microsoft Dynamics CRM as an administrator b Click Microsoft Dynamics CRM gt Settings c Click Settings gt Pitney Bowes You will have to scroll to the right to find the Pitney Bowes link d Click Administration e Click New f In the Name field enter PB g In the Server Name field enter the server name or IP address of the Spectrum Technology Platform server Spectrum Technology Platform 10 0 SP1 Installation Guide 151 S
109. nation Spectrum Technology Platform 10 0 SP1 Installation Guide 74 Spectrum Databases Installing the Database Files 1 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Enterprise Tax Module gt Database Load Utility The Database Load Utility window launches 2 Select the database you want to install Note For Point Data select the GeoTAX master files option 3 Follow the instructions provided by the wizard Note When specifying the destination directory All Enterprise Tax Module databases and cross reference files must be installed in the same directory You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 4 In Management Console open the Enterprise Tax Module database resource tool and define a database resource that includes the database you just installed Be sure to update Assign GeoTAX Info and Reverse GeoTAX Info Lookup to use the new database resource Installing Global Geocoding Module Databases This module supports databases for both US and non US countries Non US Geocoding Databases Non US geocoding databases contain the data necessary to perform geocoding and reverse geocoding for locations outside the U S Note If you install multiple databases install each database to a separate folder Note To install the Global Geocoding Module d
110. nceManager gt lt param name url value jdbc sqlserver S HOST S PORT DATABASENAME gt lt param name schema value mssql gt lt param name user value S USERNAME gt lt param name password value PWD gt lt param name schemaObjectPrefix value S wsp name gt lt param name externalBLOBs value false gt lt param name tableSpace value gt lt PersistenceManager gt C Enable clustering at the end of the file right above the lt Repository gt tag Each instance of Spectrum will need to have a distinct id to enable synchronization of clustering to work The delay defines the time delay for synchronization in milliseconds lt Cluster id nodel syncDelay 2000 gt lt Journal class org apache jackrabbit core journal MSSqlDatabaseJournal gt Spectrum Technology Platform 10 0 SP1 Installation Guide 41 Cluster lt param name revision value S rep home revision log gt lt param name driver value com microsoft sqlserver jdbc SQLServerDriver gt lt param name url value jdbc sqlserver S HOST S PORT DATABASENAME gt lt param name user value S USERNAME gt lt param name password value SPWD gt lt param name schema value mssql gt lt param name schema0bjectPrefix value rep 1 gt lt param name databaseType value mssql gt lt Journal gt lt Cluster g
111. new server a Place the Spectrum Technology Platform installer on the machine where you want to install the configuration database This must be a different machine from the one where you have your existing Spectrum Technology Platform server installed b Double click installdb exe c Follow the prompts to install the configuration database d After the installation is complete the configuration database starts up automatically Verify that the configuration database is fully started before continuing by opening the log file lt Spectrum Installation Location gt server app repository logs wrapper log and looking for this message INFO Server Pitney Bowes Spectrum TM Technology Platform Version version build Started Spectrum Technology Platform 10 0 SP1 Installation Guide 60 Cluster with Separated Configuration Database Important Do not continue until the configuration database has fully started up If it fails to start up troubleshoot the issue before continuing Also do not attempt to stop the configuration database until after it has fully started for the first time Stopping the configuration database before it performs an initial startup can cause your installation to become unusable e Stop the configuration database To stop the configuration database right click the Spectrum f Technology Platform icon in the Windows task bar and select Stop Server Alternatively you can use the
112. ng Management Console For example if you want multiple clusters to share the same geocoding database you can install the geocoding database on a server accessible from each cluster then in Management Console point each cluster to the geocoding database Clustered Architecture for the Data Hub Module In a clustered environment processing is shared among two or more instances of the server The Data Hub Module maintains a separate graph database for each model that is configured each graph database is replicated to each Spectrum Technology Platform server When a model is loaded one server is chosen as the master and all other servers will maintain a replicated mirror of that master All writes to the database will be synchronized with the master while any server can process read requests The server that receives the first request to open the model will be chosen as the master If different servers receive the request to open different models the masters for these models will be running on different servers Though it is not normally required to know which server is serving the master role for a given model this information is available in the JMX Console 1 Open a web browser and go to http lt server gt lt port gt jmx console Where lt server gt is the IP address or hostname of your Spectrum Technology Platform server lt port gt is the HTTP port used by Spectrum Technology Platform The default is 8080 2 Log in u
113. node was shut down last You will need this information when starting up the cluster Warning When starting up the cluster the first node you start up must be the last node that was shut down Using Client Tools with a Cluster 1 Launch the client tool Management Console Enterprise Designer or Interactive Driver 2 In the Server name field enter the server name of the load balancer 3 In the Port field enter the port that you have configured the load balancer to listen on Note Input files output files and database resources must be on a shared drive or file server or some commonly accessible location Otherwise all files must be loaded on each server that hosts a Spectrum Technology Platform server and must be located in the same path Once you have logged in you can use the client tool as normal The actions you take will apply to all Spectrum Technology Platform instances in the cluster where you are logged in Spectrum Technology Platform 10 0 SP1 Installation Guide 53 e sll a ci M ae guration J MEPE base Installing a Cluster with a Separated Configuration Database Upgrading a Cluster with a Separated Configuration Database Converting from a Standard Installation to a Separated Configuration Database Converting from a Separated Configuration Database to a Standard Installation 55 57 60 63 Cluster with Separated Configuration Database Installing a Cluste
114. nology Platform gt Modules gt Universal Name and Advanced Matching Modules gt Database Load Utility 5 Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 6 Open the file lt SpectrumDirectory gt server bin wrapper wrapper conf ina text editor 7 Increase the Java settings for initial heap size wrapper java initmemory and maximum heap size wrapper java maxmemory to reflect the total amount of memory required for the Arabic Plus Pack and Asian Plus Pack e Arabic Plus Pack 5 5 GB e Asian Plus Pack Chinese 32 MB e Asian Plus Pack Japanese 1 6 GB e Asian Plus Pack Korean 8 MB e Core Names 1 1 GB 8 Save and close wrapper conf 9 Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Installing Data Normalization Module Databases The Data Normalization Module provides a load utility to install databases for the Advanced Transformer Open Parser and Table Lookup components The database files that you install depend on the databases you have licensed Use this list of database tables to determine which files you should download and install For more information on the tables contained in each database refer to the reference documentati
115. nse and any conflict between your agreement with Pitney Bowes Software Inc and the Attribution License will be resolved in favor of the Attribution License solely as it relates to your use of the GeoNames data ICU Notices Copyright 1995 2011 International Business Machines Corporation and others All rights reserved Permission is hereby granted free of charge to any person obtaining a copy of this software and associated documentation files the Software to deal in the Software without restriction including without limitation the rights to use copy modify merge publish distribute and or sell copies of the Software and to permit persons to whom the Software is furnished to do so provided that the above copyright notice s and this permission notice appear in all copies of the Software and that both the above copyright notice s and this permission notice appear in supporting documentation THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS INNO EVENT SHALL THE COPYRIGHT HOLDER OR HOLDERS INCLUDED IN THIS NOTICE BE LIABLE FOR ANY CLAIM OR ANY SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE DATA OR PROFITS WHETHER IN AN ACTION OF CONTRACT NEGLIGENCE OR OTHER TORTIOUS ACTION ARISING OUT OF OR IN CONNECTION WI
116. ny to use is not made by the USPS or United States Government Data Provider and Related Notices Data Products contained on this media and used within Pitney Bowes Software applications are protected by various trademarks and by one or more of the following copyrights Copyright United States Postal Service All rights reserved 2014 TomTom All rights reserved TomTom and the TomTom logo are registered trademarks of TomTom N V 1987 2014 HERE All rights reserved Fuente INEGI Instituto Nacional de Estadistica y Geografia Based upon electronic data National Land Survey Sweden Copyright United States Census Bureau Copyright Nova Marketing Group Inc Portions of this program are Copyright 1993 2007 by Nova Marketing Group Inc All Rights Reserved Copyright Second Decimal LLC Copyright Canada Post Corporation This CD ROM contains data from a compilation in which Canada Post Corporation is the copyright owner 2007 Claritas Inc The Geocode Address World data set contains data licensed from the GeoNames Project www geonames org provided under the Creative Commons Attribution License Attribution Spectrum Technology Platform 10 0 SP1 Installation Guide 156 Copyright License located at http creativecommons org licenses by 3 0 legalcode Your use of the GeoNames data described in the Spectrum Technology Platform User Manual is governed by the terms of the Attribution Lice
117. obalsentrydb fullnames csv e globalsentrydb ids csv e globalsentrydb names csv In addition you must install the Data Normalization Module databases to use Global Sentry For instructions see Installing Data Normalization Module Databases on page 66 1 Open the Windows services control panel and stop the service Global Sentry Database Server 2 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server 3 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the Pitney Bowes web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 4 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Global Sentry Module gt Database Load Utility 5 Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 6 Start Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Spectrum Technology Platform 10 0 SP1 Installation Guide 78 Spectrum Databases 7 Open the Windows services control panel and start the
118. ology Platform 10 0 SP1 Installation Guide 138 SAP Siebel and Microsoft Dynamics Siebel Business Applications Siebel Industry Applications Project X X DNB Data X X DeDuplication X eAutomotive X X Employee X FINS Contract X FINS Contract Info X FINS Deal Commercial X FINS Financial Services X FINS Opportunity X x Group 1 Data Quality x x Group 1 EAI Testing x Group 1 Workflow x List Mgmt Import x x List Mgmt UI x Mvg X X Oppty x x Oppty SSE X X Personal Contact X X Picklist X X Server Component Requests Spectrum Technology Platform 10 0 SP1 Installation Guide 139 SAP Siebel and Microsoft Dynamics Siebel Business Applications Siebel Industry Applications Project X Siebel Sales Enterprise X Siebel Universal Agent X VERT CUT Address X VERT Cut Common 7 Import the Spectrum Technology Platform Siebel objects a Select Tools gt Import from Archive b Import the Siebel SIF files located in lt Spectrum Package gt sif Select Overwrite the object definition in the repository and click Next to proceed until the import process has been completed e G1_NEW sif e G1_APPLET sif e G1_BO sif e G1_LINK sif e G1_BC sif e G1_BC_SCRIPTS sif e G1_EAI_TESTING sif e G1_APPLICATION sif e G1_PICKLIST sif e G1_VIEW sif e G1_WORKFLOW sif e 8 1 1 only Rebranding sif c Open UI Only Import the Siebel SIF files located in lt Spectrum Package gt OPEN_UI Select Ov
119. ology Platform node From the user s perspective the distributed architecture is handled automatically behind the scenes The user sends a request to the load balancer s URL and port for Spectrum Technology Platform typically port 80 for a distributed environment as if it were a single Spectrum Technology Platform server Nodes A node is a Spectrum Technology Platform server installation Each node has a copy of the configuration database Each copy is continuously synchronized This enables each node to share the same settings License information dataflows database resources and so on can be centrally managed for the cluster because of the shared configuration database To configure the cluster simply point Management Console or Enterprise Designer to the load balancer s URL and port for Spectrum Technology Platform typically port 80 for a distributed environment Spectrum Technology Platform 10 0 SP1 Installation Guide 26 Cluster External Resources The definitions for external resources such as database resources postal databases geocoding databases and so on JDBC connections and file servers reside in the configuration database The resources themselves databases files web services can reside anywhere you choose Because the database resources themselves reside outside the cluster multiple clusters can share the same database resources You must create the resource definitions in each cluster usi
120. ompiler MSVC 6 0 SP3 MSVC 2003 MSVC 2005 MSVC 2008 C NET Microsoft NET Framework 1 1 e Visual Basic MS Visual Basic 6 0 Windows 64 bit e JDK 1 4 e C Compiler MSVC 2005 MSVC 2008 e C Compiler MSVC 2005 MSVC 2008 HP UX RISC e JDK 1 4 e C Compiler cc HP92453 01 A 11 01 21 HP C Bundled Compiler e C Compiler aCC HP aC B3910B A 03 30 HP aC B3910B A 03 27 The clientSDK 32 bit lib is linked to the following libraries e libpthread 1 e librt 2 e libnsl 1 e libxti 2 The clientSDK 64 bit lib is linked to the following libraries e libpthread 1 e libnsl 1 e librt 2 e libdl 1 e libc 2 e libxti 2 e libdl 1 HP UX Itanium JDK 1 4 C Compiler cc HP aC ANSI C B3910B A 06 05 e C Compiler aCC HP aC ANSI C B3910B A 06 05 The clientSDK 32 bit lib is linked to the following libraries e libpthread so 1 e libnsl so 1 librt so 1 libxti so 1 libdl so 1 The clientSDK 64 bit lib is linked to the following libraries Spectrum Technology Platform 10 0 SP1 Installation Guide 12 Planning Your Installation e libpthread so 1 libnsl so 1 librt so 1 libxti so 1 e libdl so 1 Red Hat 32 bit e Operating System Red Hat Linux 2 4 9 e 65smp e C Compiler gcc version 2 96 gcc 4 1 required for the Address Now Module e C Compiler g version 2 96 The clientSDK lib is linked to the following libraries e libstdc libc6 2 2 s0 3 libm so 6 e libc
121. omponent Definitions and select the ff components For each component verify parameters and values Table 4 Siebel Business Component Definitions Parameter Value Value on Restart Data Quality Manager Sales Object Data Cleansing Type G1Cleansing Manager ENU List Import Service Manager Data Cleansing Enable Flag True DeDuplication Data Type G1DataMatching DeDuplication Enable Flag True Spectrum Technology Platform 10 0 SP1 Installation Guide 113 SAP Siebel and Microsoft Dynamics Table 5 Siebel Industry Component Definitions Parameter Value Value on Restart Data Quality Manager eAutomotive Data Cleansing Type G1Cleansing Object Manager ENU List Import Service Manager Data Cleansing Enable Flag True DeDuplication Data Type G1DataMatching DeDuplication Enable Flag True d Select Site Map gt Server Configuration gt Servers Repeat steps b through c for server configuration parameters e Select Site Map gt User Profile Preferences gt Data Quality Change the following settings Parameter Value Enable DeDuplication Yes Enable Data Cleansing Yes f Browse to lt Siebel Installation gt bin ENU and open the appropriate file e Siebel Business siebel cfg and uagent cfg e Siebel Industry auto cfg g Under the area DataCleansing change the ff Parameters Enable TRUE Type GlCleansing h Under the area DeDuplication change the ff Parameters Enable TRUE Type
122. omponent Groups list locate each of the required component groups using the following table If the Enable State field does not contain the value Enabled select the component groups click the menu button and choose Enable Component Group Group Name Components Description MktgOM Marketing Object Manager Supports Marketing Obj Mgr the user interface and business e eMarketing Obj Mgr objects for the Marketing application e eEvents Obj Mjr Mktg Srv List Import Service Manager Marketing Server Used for list management list import d Click the Synchronize view tab and click Synchronize e Restart the Siebel server The Siebel server must be restarted each time synchronization occurs 2 Open UI Only Grant the EAI File Transport business service access to the file system by following these steps a Click Navigate gt Site map b Click Administration Server Configuration c In the Administration Server Configuration section under Enterprises click Parameters d Click Query e In the Name column enter EAI File Transport Folder List f Click Go g In the Value column enter the root of the drive where you have Siebel installed For example C h Click the Servers link Spectrum Technology Platform 10 0 SP1 Installation Guide 146 Warranty Claims Contact a oo Enterprise Servers Backup Enterprise i Click the Parameters tab Components Events Menu gt SEN Manual ne
123. ompted for an installation folder When the installer finishes running a properties file named installer properties is created in the same folder as the Setup exe file 9 Open the installer properties file in a text editor Spectrum Technology Platform 10 0 SP1 Installation Guide 87 Client Tools 10 Add the following on line 8 of the file INSTALLER UI silent Note This is case sensitive to be sure to enter it exactly as shown above 11 Save and close the properties file You have now configured a properties file that will enable you to install the client tools silently 12 To install the client tools silently place installer properties and Setup exe in the same folder on the computer where you want to install the client tools and run Setup exe When the installer executes it will detect installer properties and automatically run in silent mode Alternatively you can place installer properties in different directory and give the absolute path to the property in the command prompt using the argument as follows Setup exe f PathOfPropertyFile installer properties Removing the Client Tools 1 Back up any files you may need in the future 2 Use the Windows Add Remove Programs control panel to uninstall the Spectrum Technology Platform client tools or Client API Spectrum Technology Platform 10 0 SP1 Installation Guide 88 In this section Installing the Client
124. on for each component Spectrum Technology Platform 10 0 SP1 Installation Guide 66 Spectrum Databases Stage Available Databases Advanced Transformer Data Normalization Module Base Tables Open Parser Data Normalization Module Base Tables Core Names Database Company Names Database Arabic Plus Pack Asian Plus Pack Table Lookup Data Normalization Module Base Tables Core Names Database Arabic Plus Pack Asian Plus Pack ZREPLACE Used by the SAP Module for French address validation Note To install the Data Normalization Module databases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running 2 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server 3 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 4 Select Start gt Programs gt Pitney Bowes gt Spectrum Technology Platform gt Modules gt Data Normalization Module gt Database Load Utility 5 Follow the prompts during the rest of the installation process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rath
125. or Job Executor is a command line tool that allows you to run a job from a command line or script The job must have been previously created and saved on Spectrum Technology Platform using Enterprise Designer e Process Flow Executor Process Flow Executor is a command line tool that allows the execution of a process flow from a command line or script The process flow must have been previously created and saved on Spectrum Technology Platform using Enterprise Designer e Administration Utility The Administration Utility provides command line access to several administrative functions You can use it in a script allowing you to automate certain administrative tasks You can also use it interactively To install the client tools 1 Open a web browser and go to the Spectrum Technology Platform Welcome Page at http lt servername gt lt port gt For example if you installed Spectrum Technology Platform on a computer named myspectrumplatform and it is using the default HTTP port 8080 you would go to http myspectrumplatform 8080 2 Click Platform Client Tools 3 Download the client tool you want to install Spectrum Technology Platform 10 0 SP1 Installation Guide 86 Client Tools Installing Clients with a Silent Installer The silent install process for the clients installs Management Console Enterprise Designer and Interactive Driver without user intervention Instead of prompting the user for information
126. ort pb com spectrum Digital Insights Digital Insights is an online resource for Pitney Bowes leadership to share innovations goals and product news as well as exchange ideas with visitors You can access Digital Insights at blogs pb com digital insights eee Spectrum Technology Platform 10 0 SP1 Installation Guide 154 Notices Copyright 2015 Pitney Bowes Software Inc All rights reserved MapInfo and Group 1 Software are trademarks of Pitney Bowes Software Inc All other marks and trademarks are property of their respective holders USPS Notices Pitney Bowes Inc holds a non exclusive license to publish and sell ZIP 4 databases on optical and magnetic media The following trademarks are owned by the United States Postal Service CASS CASS Certified DPV eLOT FASTforward First Class Mail Intelligent Mail Laca NCoaH K PAVE PLANET Code Postal Service POSTNET Post Office RDI Suite United States Postal Service Standard Mail United States Post Office USPS ZIP Code and ZIP 4 This list is not exhaustive of the trademarks belonging to the Postal Service Pitney Bowes Inc is a non exclusive licensee of USPS for NCOAH processing Prices for Pitney Bowes Software s products options and services are not established controlled or approved by USPS or United States Government When utilizing RDI data to determine parcel shipping costs the business decision on which parcel delivery compa
127. ory SLD has been properly configured To integrate Spectrum Technology Platform with SAP Web Dynpro you need to install supporting databases and dataflows on the Spectrum Technology Platform server and then configure your SAP system to communicate with Spectrum Technology Platform Once you do this users of SAP Web Dynpro will have access to address validation and geocoding functionality from within SAP Web Dynpro 1 On the Spectrum Technology Platform server install the databases required to perform address validation geocoding and tax jurisdiction assignment and define database resources for each database You must give the database resources the following names Database Required Name for Database Resource Enterprise Geocoding Module Canada Database IGEO_CAN Enterprise Geocoding Module U S Database EGM_US Enterprise Tax Module Database ETM Universal Addressing Module Canada Database Canada Universal Addressing Module Loqate Database Loqate Universal Addressing Module U S Database UAM_US 2 When you install the SAP Module several dataflow files are automatically installed Other dataflow files must be manually copied into Spectrum Technology Platform Spectrum Technology Platform 10 0 SP1 Installation Guide 92 SAP Siebel and Microsoft Dynamics a If you are adding the Address Now Module Enterprise Tax Module or Universal Addressing Module to an existing installation open Spe
128. ow c Open the file lt Spectrum Package gt tools CDQP Queries txt d Copy and paste the query contents to the Project list of your Object Manager Cross check the query result with the table below and perform the action suggested To toggle object locking go to Object Explorer and browse to the Project object From the Project area right click and select the project and select Toggle Object Locking Spectrum Technology Platform 10 0 SP1 Installation Guide 135 SAP Siebel and Microsoft Dynamics Table 18 Queries for Siebel non SDQ Siebel Business Siebel Industry Open UI Project Action Applications Applications X X Account Toggle Object Locking X X Account SCW Toggle Object Locking X X Account SSE Toggle Object Locking x x Contact Toggle Object Locking x x Contact SSE Toggle Object Locking X CUT Account Toggle Object Locking X CUT Siebel Toggle Object Communications Locking x CUT Usage Toggle Object Locking X X DNB Data Toggle Object Locking X X DeDuplication Toggle Object Locking X eAutomotive Toggle Object Locking X X Employee Toggle Object Locking x FINS Contract Toggle Object Locking Spectrum Technology Platform 10 0 SP1 Installation Guide 136 SAP Siebel and Microsoft Dynamics Siebel Business Siebel Industry Open UI Project Action Applications Applications X X FINS Contract Info Toggle Object Locking X X FINS Deal Toggle Object Commercial Locking X X FIN
129. pectrum Technology Platform page 8 Set up the Spectrum Technology Platform Logging Object a Enter transaction code SLGO b Click New Entries c In the Object column enter HSGRP1 DQC d In the Object text column enter DOC Logging e Save the change 9 Enable the Pitney Bowes IC WebClient Enhancement Set a Enter the transaction code SM30 b In the Table View field enter BSPWDV_EHSET ASG c Click Maintain d Click New Entries e In the Client field enter the client number where the enhancement set will take effect f In the Enhancement Set field enter HSGRP1 ENHANCEMENT_ SET 10 Add the IC WebClient Configurations a Enter the transaction code BSP_WD_CMPWB b In the Component field enter ICCMP_DETAIL c Click the check icon d In the Enhancement Set field enter HSGRP1 ENHANCEMENT SET e Click Display f Expand the Views folder and select HSGRP1 BUPA_CMP_VIEW BuPaDetailSelectDupICustomer Structure of Component ICCMP_BP_DETAIL Enhancement Set HSGRP1 E Test g BOL Model E FY wizard Log se SAP Reference IMG E Find View Layout daBrowser Component Structure ABOL Model Browser SaRuntime Repository Editor 7 B HSGRP1 BUPA_CMP_YVIEWBUPa D O Favorites R E HSORP1 BUPA_CMP_VIEWIBI S dd Component 0 View Controller lt amp Component Controller 7 b BuPaDetailSelectDupic D Windows Implementation Clas
130. pitney bowes Spectrum Technology Platform Version 10 0 SP1 Installation Guide Windows Table of Contents 1 Planning Your Installation Installation Scenarios 5 System Requirements 8 2 Standard Installation Installing a New Server 20 Upgrading a Server 21 Installing a License Key 22 Installing the Server with a Silent Installer 23 Adding Modules 23 Removing the Server 24 3 Cluster Clustered Architecture 26 Clustered Architecture for the Data Hub Module 27 Clustered Architecture for the Global Geocoding Module 28 Clustered Architecture for the Location Intelligence Module 28 Requirements 30 Installing a Cluster 30 Installing a Cluster for the Data Hub Module 35 Installing a Cluster for the Location Intelligence Module 36 Upgrading a Cluster 45 Upgrading with Clustering for the Data Hub Module 47 Upgrading with Clustering for the Location Intelligence Module 49 Removing a Node from a Cluster 50 Adding Modules to a Cluster 51 Starting a Cluster 52 Shutting Down a Cluster 52 Using Client Tools with a Cluster 53 4 Cluster with Separated Configuration Database Installing a Cluster with a Separated Configuration Database 55 Upgrading a Cluster with a Separated Configuration Database 57 Converting from a Standard Installation to a Separated Configuration Database 60 Converting from a Separated Configuration Database to a Standard Installation 63 5 Spectrum Databases Installing th
131. que locations Matching to this file requires that the input record information match exactly to the Landmark file contents This also applies to street records if you choose to enter them in the Landmark file For more information refer to the Enterprise Tax Module Guide State supplied Florida format file This is a state supplied file in Florida native format which is provided by individual state governments The Enterprise Tax Module first attempts to match to the state database If the Enterprise Tax Module cannot find a state match it attempts a match to the GeoTAX Auxiliary file if loaded then to the master files Spectrum Technology Platform 10 0 SP1 Installation Guide 73 Spectrum Databases State supplied TS 158 format file This is a state supplied file in TS 158 ANSI Transaction Set No 158 format which is provided by individual state governments The Enterprise Tax Module first attempts to match to the state database If the Enterprise Tax Module cannot find a state match it attempts a match to the GeoTAX Auxiliary file if loaded then to the master files Boundary file Boundary files provide additional data about locations of special tax districts e Special Purpose Tax Districts spd txb e Insurance Premium Tax Districts ipd txb e Payroll Tax Districts pay txb e Personal Property Tax Districts ptd txb e User defined Boundary file usr txb PB Software tax rate file The Pitney Bowes Software Sales
132. r each model directory must contain a version data file SpectrumDirectory server modules hub db model lt modelname gt version data If after opening each model on the master server the model directory does not contain this file it can be copied from one of the non master nodes This issue can occur when a non master services the initial request to create a model Upgrade the Master Server After following the instructions in Upgrading a Cluster on page 45 to install the new version of Spectrum Technology Platform on the master server the server will have been reset to a non clustered configuration The server can be started at this point however the Data Hub models may still require a store upgrade and will fail to open if the server is started before the store upgrade is allowed 1 Stop the Spectrum Technology Platform server To stop the server right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server Alternatively you can use the Windows Services control panel and stop the Pitney Bowes Spectrum Technology Platform service 2 Confirm that master server is set to non clustered embedded mode in the SpectrumFolder server modules hub hub properties file hub neo4j database type embedded hub neo4j database type ha For ha mode MUST be set to the number of servers in the cluster or models will not replicate reliably hub servers per cluster 3 Spectrum T
133. r Siebel Web Client SRF file d Click Compile 11 Deploy the Siebel objects in the client Note Keep a backup of the old SRF in case old binaries need to be re implemented a Copy the generated SRF to your web client objects folder For example on Windows the web client object folder may be C Program Files Siebel 8 0 web client OBJECTS ENU On Unix or Linux the folder may be disk2 sia78 webclient OBJECTS enu b Copy the contents of lt Spectrum Package gt d11 to your BIN folder c Copy the contents of lt Spectrum Package gt cfg to your BIN ENU folder 12 Deploy the Siebel objects to the server a Stop the Siebel server b Copy the generated SRF file to your web client objects folder For example the folder for Siebel Business on Windows may be C sea80 siebsrvr OBJECTS ENU On Unix or Linux the folder may be disk2 sea78 siebsrvr OBJECTS enu c Copy the libraries to your server For Windows copy the contents of lt Spectrum Package gt 1lib win to your BIN folder e For Unix or Linux copy the contents of lt Spectrum Package gt 1lib sol to your LIB folder d Copy the contents of lt Spectrum Package gt cfg to your BIN ENU folder e Start the Siebel server 18 Install the options file a Click Site Map gt Administration Data gt LOV Explorer b Click New c In the Type column enter FI
134. r with a Separated Configuration Database This procedure creates two clusters one for the server nodes and one for configuration database nodes The nodes in the server cluster point to the servers in the configuration database cluster for their configuration data The nodes in the configuration database cluster replicate their data between each other The following diagram illustrates this installation scenario Requests Such as API calls web service requests clients Server Cluster H x External Resources Database resource file servers etc Configuration Database Cluster Configuration Server 1 Configuration Server 2 Configuration Server 3 Configuration Database Configuration Database Configuration Database To install a separate database repository you first install the configuration database on servers in a cluster then install the server on nodes in a separate cluster At least one configuration database must be running before you can install the server 1 Place the Spectrum Technology Platform installer on the server where you want to install the configuration database 2 Double click installdb exe 3 Follow the prompts to install the configuration database Spectrum Technology Platform 10 0 SP1 Installation Guide 55 Cluster with Separated Configuration Database 4 After the installation is complete the configuration database starts up automatically Verify that the configuration database
135. rade paths and module specific data backup recommendations Note Ifyou are upgrading a cluster for the Location Intelligence Module only follow the instructions in Upgrading with Clustering for the Location Intelligence Module on page 49 If you are upgrading both Spectrum and LIM clusters before shutting down all nodes also see Upgrading with Clustering for the Location Intelligence Module on page 49 for some required pre upgrade steps Note If you are upgrading a cluster for the Data Hub Module also see Upgrading with Clustering for the Data Hub Module on page 47 for some required pre and post upgrade steps 1 Shut down all the Spectrum Technology Platform nodes in the cluster 2 Choose which node you want to upgrade first and upgrade that node For instructions see Upgrading a Server on page 21 3 If the Spectrum Technology Platform server is running stop it To stop the server right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server 4 Edit the file server app conf spectrum container properties as follows spectrum cluster enabled Set this to true spectrum cluster name Set this to any name you want to give to the cluster If you have multiple clusters give each cluster a unique name spectrum cluster address Spectrum Technology Platform 10 0 SP1 Installation Guide 45 Cluster Set this to the network interface to which you want this node to bind Specify
136. raryDirectory gt glAssemblies where lt WindowsTemporaryDirectory gt is one of the following TMP TEMP USERPROFILE or the Windows directory Typically C Documents and Settings lt USERNAME gt Local Settings Temp g1Assemblies After you delete the contents of this folder log in again 3 Import SAR files A SAR file is a file that contains a third party add on package for SAP such as the Spectrum Technology Platform SAP Module The SAR file is located on the Spectrum Technology Platform installer in the SAP Objects folder For information on importing SAR files into SAP applications see your SAP Basis administrator 4 Activate the BC sets a Log on to the client where the settings for the Spectrum Technology Platform SAP Module is to be configured b Enter the transaction code SCPR20 This activates Business Configuration BC sets This will place the default entries on the Spectrum Technology Platform customizing tables c In the BC Set field enter HSGRP1 BCSET BC BAS PV d Activate it with the options Overwrite All Data and Default Mode Activation Options Caution You have started the BC Set activation If you continue new data Ad records will be created and or existing ones overwritten E a Activation Information Activation Options Activated By FSALVADOR Overwrite Data Date Time 15 09 2008 16 06
137. release notes contains important compatibility information as well as release specific installation notes Note You may encounter installation problems on Windows if the data execution prevention DEP setting is not set correctly The DEP setting must be set to Turn on DEP for essential Windows programs and services only For instructions on how to change your DEP setting see the Windows documentation 1 Download Spectrum Technology Platform using the download instructions contained in your welcome letter 2 Extract the downloaded file to a temporary location on the server where you want to install Spectrum Technology Platform 3 If you are installing on Windows Server 2012 R2 do the following a Right click on install exe and select Properties b Click the Compatibility tab c Check the box Run this program in compatibility mode for and select Windows 7 d Click OK 4 Double click install exe 5 The installer walks you through the installation process Note the following e If you are setting up an environment where the configuration database is installed on a separate server choose Server only Otherwise choose Standard installation When prompted select the modules that you want to install e Make sure that Spectrum Technology Platform is selected e If you are installing the SAP Module you must install these modules Address Now Module and Advanced Matching Module The Enterprise Tax Module is optional The Unive
138. roperties that old files do not Delete Models on Non Master Servers Before upgrading delete the models in the SpectrumDirectory server modules hub db directory for all non master servers Do not delete the models from the master server Upgrade Non Master Servers 1 Follow the instructions in Upgrading a Server on page 21 for each non master server If the installer starts up the Spectrum Technology Platform server shut the server down Note Do not open any models in the cluster while you are upgrading 2 Set each non master server to clustered high availability mode in the SpectrumFolder server modules hub hub properties file hub neo4j database type embedded hub neo4j database type ha For ha mode MUST be set to the number of servers in the cluster or Spectrum Technology Platform 10 0 SP1 Installation Guide 48 Cluster models will not replicate reliably hub servers per cluster 3 3 Compare any configuration files that you backed up to the installed files and make any necessary changes Do not overwrite new files with old files because new files may contain properties that old files do not Copy Models Copy the SpectrumFolder server modules hub db model directories to each of the non master servers Start the Servers 1 Start up the master server followed by non master servers 2 Ensure that each server in the cluster is functioning Check SpectrumFolder server app repository wr
139. rsal Addressing Module is only required if you will be using the SAP module service SAPValidateAddressWithCandidates e If you are installing the Siebel Module you must install these modules Advanced Matching Module Data Normalization Module and Universal Name Module You may need to install one or more of these modules depending on the features you have licensed Address Now Module Enterprise Geocoding Module and Universal Addressing Module e When prompted enter the HTTP port that you want to use and then press Enter The default is 8080 For a complete listing of ports used by Spectrum Technology Platform see Default Network Ports on page 15 6 After the installation completes the Spectrum Technology Platform server starts automatically Wait for the server to start up Spectrum Technology Platform 10 0 SP1 Installation Guide 20 Standard Installation You can see when the server has stared up by opening the log file lt Spectrum Installation Location gt server app repository logs wrapper log and looking for this message INFO Server Pitney Bowes Spectrum TM Technology Platform Version version build Started Important Do not attempt to stop the server until after it has fully started for the first time Stopping the server before it performs an initial startup can cause your installation to become unusable 7 Install your license key For instructions see Installing a License Key on page 22
140. rsion 5 1 0 0 e C Compiler xlc 6 0 Visual Age C 6 0 e C Compiler xIC 6 0 Visual Age C 6 0 The clientSDK 32 bit and 64 bit lib are linked to the following libraries e libC a e libc_ra e libpthread a e librtl a Spectrum Technology Platform 10 0 SP1 Installation Guide 14 Planning Your Installation Default Network Ports The Spectrum Technology Platform server uses several network ports for communication Network port conflicts can result in module components failing to start up One indication that a component has failed to start up is if it does not appear in the Management Console To troubleshoot the problem look in the Spectrum Technology Platform log file This log shows which port is causing the problem You can find the Spectrum Technology Platform log file in server app repository logs server log The following table lists the default network ports You can change the ports by modifying the properties in this file server app conf spectrum container properties Note If you want to change the networks ports used by a cluster you must modify the spectrum container properties file on each node in the cluster Port Property Description 2424 2430 spectrum orientdb binary port This portis used by the Spectrum Technology Platform configuration database 2434 spectrum orientdb hazelcast port This port is used by the Spectrum Technology Platform configuration database 2480 2486 spec
141. rsonal Address City City Country CountryName County USCountyName Spectrum Technology Platform 10 0 SP1 Installation Guide 120 Spectrum Technology Platform 10 0 SP1 Business Component Field SAP Siebel and Microsoft Dynamics Mapped Field Disable DataCleansing DisableDataCleansing G1 Delivery Point Validation Indicator DPV G1 Latitude Latitude G1 Longitude Longitude G1 Residential Delivery Indicator RDI Postal Code PostalCode State StateProvince Street Address AddressLine1 Street Address 2 AddressLine2 d Add the ff Vendor Parameters Table 10 Siebel Business Name Value Account DataCleanse Record Type Account Business Address DataCleanse Record Type Business Address Contact DataCleanse Record Type Contact List Mgmt Prospective Contact DataCleanse Record Type List Mgmt Prospective Contact Personal Address DataCleanse Record Type Personal Address Installation Guide 121 SAP Siebel and Microsoft Dynamics Table 11 Siebel Industry Name Value Account DataCleanse Record Type Account CUT Address DataCleanse Record Type CUT Address Contact DataCleanse Record Type Contact List Mgmt Prospective Contact DataCleanse Record List Mgmt Prospective Contact Type Personal Address DataCleanse Record Type Personal Address e Select Site Map gt Administration Data Quality gt Third Party Administration gt Data Quality Settings Add the ff da
142. sing the admin account 3 Scroll down to Domain org neo4j There will be a set of objects for each model numbered starting at 0 The Role attribute in the HighAvailability object indicates whether this server is the master for this model and the Kernel object indicates the model name in the StoreDirectory attribute Spectrum Technology Platform 10 0 SP1 Installation Guide 27 Cluster Clustered Architecture for the Global Geocoding Module In a clustered environment processing is shared among two or more instances of the server The diagram below illustrates the deployment architecture of such a configuration Load balancing can be used to support high availability and scaling The deployment architecture includes a load balancer Spectrum Technology Platform nodes with Global Geocoding Modules and Geocoding databases Requests Load Balancer Spectrum Node 1 Spectrum Node 2 3 Spectrum Node 3 with Global Geocoding Module with Global Geocoding Module with Global Geocoding Module lt lt Geocoding database Geocoding database Geocoding database Note Each Geocoding database MUST be installed in the same location on all of the nodes for the cluster to work properly For example if the Geocoding database for Spectrum Node 1 is installed on C data then the other Spectrum nodes Geocoding database must also reside on C data Clustered Architecture for the Location In
143. sp name gt poarem Name er cern ateale Be s yalve talca 7 lt PersistenceManager gt 07 Enable Clustering at the end of the file right above the lt Repository gt tag Each instance of Spectrum will need to have a distinct Cluster id to enable synchronization of clustering to work The delay defines the time delay for synchronization in milliseconds lt Cluster id nodel syncDelay 2000 gt lt Journal class org apache jackrabbit core journal DatabaseJournal gt lt param name revision value rep home revision log gt lt param name driver value org postgresql Driver gt Spectrum Technology Platform 10 0 SP1 Installation Guide 37 Cluster lt param name url value jdbc postgresgql lt hostname gt lt port gt lt databasename gt gt lt param name schema value postgresql gt lt param name schemaObjectPrefix value rep gt lt param name user value lt user gt gt lt param name password value lt pwd gt gt lt param name databaseType value postgresql gt lt Journal gt lt Cluster gt d Comment out the DataStore section lt DataStore class o0rg apache jackrabbit core data FileDataStore gt 6 On all instances of Spectrum Technology Platform remove the following folders from the server modules spatial jackrabbit directory repository version workspaces 7 If your PostgreSQL database has previously had
144. srvr WEBMASTER Spectrum Technology Platform 10 0 SP1 Installation Guide 142 SAP Siebel and Microsoft Dynamics For example on Unix or Linux genbscript disk2 sea80 siebsrvr BIN enu siebel cfg disk2 sea80 siebsrvr WEBMASTER e Copy gl_check gif andg1_x gif from the temporary folder to the following folder on the Siebel sever On Windows public enu images On Unix or Linux WEBMASTER images enu Note For Siebel Thin Client copy gl1_check gif and g1_x gif from the temporary directory to SWEApp PUBLIC enu images f Copy the generated browser scripts from WEBMASTER to lt SWEApp Location gt public ENU g Start the Siebel server 13 Activate the Spectrum Technology Platform workflows in the Siebel web client a Log in to the Siebel Application connecting to the server data source b Select Site Map gt Administration Business Process gt Workflow Deployment c Query for all the GROUP 1 workflows d Click Activate for each workflow e Query for all the Promote workflows f Click Activate for the ff workflows Promote Prospect Single and Promote Prospect Many 14 Load the Group 1 configuration a Log in to the Siebel application connecting to the server data source b Go to Site Map gt Administration Business Service gt Simulator c In the top applet create a new record and set the following
145. stall you specify these responses in a properties file which the installer uses instead of user prompts 1 In the Spectrum Technology Platform installer browse to the Si lent Installer folder 2 Open the file installer properties ina text editor 3 Editinstaller properties as necessary to specify the installation settings you want to use See the comments in installer properties for additional information 4 To run the installer in silent mode place installer properties in the same directory as install exe When the installer executes it will detect installer properties and automatically run in silent mode Alternatively you can place installer properties in different directory and give the absolute path to the property in the command prompt using the argument as follows install exe f PathOfPropertyFile installer properties Adding Modules Spectrum Technology Platform is designed so that modules can be added as you grow your system over time For example you may have one Spectrum Technology Platform module and then license another module a few months later The second product may be built on a newer version of Spectrum Technology Platform This will require you to upgrade your version of Spectrum Technology Platform In another case the second product is compatible with the installed version In both cases the install program recognizes if it needs to upgrade Spectrum Technology Pla
146. start the configuration database by starting the Spectrum Database service 9 Install the configuration database on additional servers as needed to complete the configuration database cluster 10 Install the server cluster For instructions see Installing a Cluster on page 30 Important When installing each server select the Server only option in the installer and provide the host and port of one or more of each of the configuration database server You can find the port in the file InstallationLocation server app conf spectrum container properties The port is specified in the spectrum orientdb binary port property Upgrading a Cluster with a Separated Configuration Database Important Before upgrading be sure to read the release notes for the new version The release notes contain important compatibility information supported upgrade paths and module specific data backup recommendations This procedure describes how to upgrade Spectrum Technology Platform when you have separated the configuration database from the server To upgrade an environment that has a separated configuration database you first upgrade the configuration database cluster then the server cluster 1 Shut down all the nodes in the server cluster and then shut down all the nodes in the configuration database cluster Note Make a note of the last node that you shut down in the configuration database cluster You must start up this node first after
147. start up With modules installed on separate servers each server will start up more quickly Requests Such as API calls web service requests clients Spectrum Server Je i a Distributes Service1 External Resources Service2 and Service3 Database resource processing to the file servers etc appropriate server Spectrum Remote Server 3 Spectrum Remote Server 1 Spectrum Remote Server 2 Service1 Service2 Service3 Cluster In a clustered environment processing is shared among two or more instances of the server All communication with Spectrum Technology Platform goes through a load balancer Instead of using the URL and port of the Spectrum Technology Platform server you use the URL and port of the load balancer Consider using this approach if you require failover redundancy and high volume high performance processing The following diagram illustrates this architecture Spectrum Technology Platform 10 0 SP1 Installation Guide 6 Planning Your Installation Requests Such as API calls web service requests clients Cluster ge External Resources Database resource file servers etc Configuration Database Configuration Database Configuration Database This approach has the following advantages e Processing is automatically distributed among the nodes in the cluster for optimal performance Configuration settings are automatically synchronized across nodes Uptime c
148. sting cluster set this to the name of the cluster that you want this node to join spectrum cluster enabled Set this to true spectrum cluster address Set this to the network interface to which you want this node to bind Specify 0 0 0 0 if you want the node to bind to all network interfaces spectrum cluster seeds Spectrum Technology Platform 10 0 SP1 Installation Guide 61 Cluster with Separated Configuration Database Set this to the IP address of the configuration database server you want to be used to set up new configuration database nodes added to the cluster The configuration database from the seed server is copied to the node whenever it starts up so that it is synchronized with the cluster Ne If this is the first node in the cluster you may specify seed nodes that are not yet running If you know the IP addresses of the nodes you want to use as seed nodes you may enter those now Otherwise you will need to return to this properties file once you have the IP addresses of the seed nodes and enter them You can specify multiple comma separated IP addresses You should specify multiple seed nodes so that if one is down others can be used to allow the node to join the cluster The node will attempt to access each seed node in the order listed If none of the seed nodes can be reached the node will not join the cluster i Save and close the spectrum container properties file j Start the configuration database To s
149. such as the installation location the installer uses pre configured selections that you specify To use the silent installer you must first create an installer properties file by running the client installer and responding to the prompts The resulting properties file can then be used to silently install the client on other computers 1 Open a web browser and go to the Spectrum Technology Platform Welcome Page at http lt servername gt lt port gt For example if you installed Spectrum Technology Platform on a computer named myspectrumplatform and it is using the default HTTP port 8080 you would go to http myspectrumplatform 8080 2 Click Platform Client Tools Click Download Installer oo 4 Choose to save the file to a location on your computer Note Save the installer on a Windows computer that does not already have the client tools installed You will need to run the installer in order to specify the options you want to use in the silent install process 5 Open a Windows command prompt 6 In the command prompt change directories to the directory where you saved the installer 7 Execute the following command Setup exe r installer properties 8 Respond to the installer prompts by selecting the options that you want to use when the installer runs silently For example if you want the silent installer to install the client tools to C SpectrumClientTool1s specify C SpectrumClientTools when pr
150. sure no applications are running 2 Download the database from the Pitney Bowes Software eStore using the link provided in the release announcement or welcome email You can also download the database from the technical support web site www g1 com support 3 The database is downloaded as a zip file Unzip the database before proceeding with the installation 4 Run DataSets exe The installation wizard guides you through the rest of the process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 5 After you install the database files use the Database Resource tool in the Management Console to define the database as a resource For more information see the Administration Guide Spectrum Technology Platform 10 0 SP1 Installation Guide 69 Spectrum Databases Points Databases U S Only Points databases contain data for locating the center of a parcel These databases provides enhanced geocoding accuracy for internet mapping property and casualty insurance telecommunications utilities and others Master Location Data This database provides the best available address point location for every mailable and deliverable address in the United States e Centrus Points This database contains the data necessary to locate the center of a parcel or building It does not contain assessor s parcel number APN or eleva
151. t d Comment out the DataStore section lt DataStore class o0rg apache jackrabbit core data FileDataStore gt 6 On all instances of Spectrum Technology Platform remove the following folders from the server modules spatial jackrabbit directory repository version workspaces 7 If your SQL Server database has previously had repository content added you must remove tables from your database so a clean repository can be created If you are starting with a new database make sure the tables do not exist The following tables need to be removed from the database default names id seq default binval default bundle default_names Cleitewulic iets public rep fsentry rep global revision rep journal rep local revisions security Sinyal security bundle sectriiktyinames Security rerig 8 Start Spectrum on all nodes 9 Restore the resources by copying them from the local folder into the repository using WebDAV Import the content of the repository you previously exported back into the repository This step only needs to be performed on one of the Spectrum Technology Platform instances Spectrum Technology Platform 10 0 SP1 Installation Guide 42 Cluster Configuring Your System Once the Spectrum Technology Platform is installed and you have configure a common repository you need to configure your instance before you can replicate it to another virtual machine
152. t spectrum root gt server modules spatial jackrabbit to a local directory or disk Stop Spectrum wo 4 On all instances of Spectrum Technology Platform verify an Oracle JDBC Driver exists under the folder lt spectrum root gt server app lib for example ojdbc6 11 2 0 3 jar 5 On all instances of Spectrum Technology Platform edit the lt spectrum root gt server modules spatial jackrabbit repository xml file to point the repository to a database and add clustering There are four separate changes you need to make a Modify the two FileSystem sections within the Repository and Workspace sections of the file lt FileSystem class org apache jackrabbit core fs db OracleFileSystem gt lt param name driver value oracle jdbc OracleDriver gt lt param name url value jdbc oracle thin lt hostname gt lt port gt lt databasename gt gt lt param name user value lt user gt gt lt param name password value lt pwd gt gt lt param name schema value oracle gt lt param Mee schema0bjectBPrefix value rep lt FileSystem gt b Modify the Persistence Manager section within the Workspace section lt PersistenceManager class org apache jackrabbit core persistence pool OraclePersistenceManager gt lt param name driver value oracle jdbc OracleDriver i gt lt param name url value jdbc oracle thin lt hostname gt lt port gt lt databasename gt
153. t spectrum root gt server modules spatial lib postgresql x x xxx jdbc4_jar file to lt spectrum root gt server app lib postgresql x x xxx jdbc4 jar 5 On all instances of Spectrum Technology Platform edit the lt spectrum root gt server modules spatial jackrabbit repository xml file to point the repository to a database and add clustering There are four separate changes you need to make a Modify the two FileSystem sections within the Repository and Workspace sections of the file lt FileSystem class org apache jackrabbit core fs db DbFileSystem gt lt param name driver value org postgresql Driver gt lt param name url value jdbc postgresgl lt hostname gt lt port gt lt databasename gt gt lt param name schema value postgresql gt lt param name user value lt user gt gt lt param name password value lt pwd gt gt lt param name schemaObjectPrefix value rep gt lt FileSystem gt x b Modify the Persistence Manager section within the Workspace section lt PersistenceManager class org apache jackrabbit core persistence bundle PostgreSOQLPersistenceManager gt lt param name url value jdbc postgresql lt hostname gt lt port gt lt databasename gt gt lt param name schema value postgresql gt lt param name user value lt user gt gt lt param name password value lt pwd gt gt lt param name SchemaObjectPrefix value S w
154. ta for Data Quality Settings These settings enable data cleansing for your Siebel Application Name Value Enable DataCleansing Yes 18 Configure data matching configuration parameters a Select Site Map gt Administration gt Data Quality gt Third Party Administration On the Vendor Applet include the ff value Name DLL Name G1DataMatching Group1Connector b Add the ff BC Vendor Field Mapping Table 12 Siebel Business Applications Business Component Operation Account DeDuplication Business Address DeDuplication Spectrum Technology Platform 10 0 SP1 Installation Guide 122 SAP Siebel and Microsoft Dynamics Business Component Operation Contact DeDuplication List Mgmt Prospective Contact DeDuplication Table 13 Siebel Industry Applications Business Component Operation Account DeDuplication CUT Address DeDuplication Contact DeDuplication List Mgmt Prospective Contact DeDuplication c Under each BC Operation add the ff Field Mappings Table 14 Siebel Business Applications Business Component Field Mapped Field Account Dedup Token DedupToken Id Id Location Location Name Name Primary Account City City Primary Account Country CountryName Primary Account Postal Code PostalCode Spectrum Technology Platform 10 0 SP1 Installation Guide 123 Business Component Field SAP Siebel and Microsoft Dynamics Mapped Field Primary Account Stat
155. tall databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 7 When the Data Loader is finished start the Address Now server by going to Control Panel gt Administrative Tools gt Services Right click the Address Now Server service and select Start 8 After the database installed start Soectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Installing the Advanced Matching Module Database The Advanced Matching Module provides a load utility to install databases The database files that you install depend on the databases you have licensed Note To install the Advanced Matching Module databases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running Spectrum Technology Platform 10 0 SP1 Installation Guide 65 Spectrum Databases 2 Stop Spectrum Technology Platform To do this right click the Spectrum Technology Platform icon in the Windows task bar and select Stop Server 3 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 4 Select Start gt Programs gt Pitney Bowes gt Spectrum Tech
156. tall the databases required to perform address validation geocoding and tax jurisdiction assignment and define database resources for each database You must give the database resources the following names Spectrum Technology Platform 10 0 SP1 Installation Guide 97 SAP Siebel and Microsoft Dynamics Database Required Name for Database Resource Enterprise Geocoding Module Canada Database IGEO_CAN Enterprise Geocoding Module U S Database EGM_US Enterprise Tax Module Database ETM Universal Addressing Module Canada Database Canada Universal Addressing Module Loqate Database Loqate Universal Addressing Module U S Database UAM_US 2 When you install the SAP Module several dataflow files are automatically installed Other dataflow files must be manually copied into Spectrum Technology Platform a If you are adding the Address Now Module Enterprise Tax Module or Universal Addressing Module to an existing installation open Spectrum Technology Platform Enterprise Designer select View gt Server Explorer and delete this dataflow SAPValidateAddressWithCandidates b Go to SpectrumFolder server modules dataflows sap c Review the following table then copy the applicable dataflow files to SpectrumFolder server app import If you are installing this setof Copy these dataflow files to the import folder modules Address Now Module SAPValidateAddressWithCandidates ANOW df Address Now Module SAP
157. tallation Guide 132 SAP Siebel and Microsoft Dynamics Table 17 Dataflow Files To Import If you are installing this set of Copy these dataflow files to the import folder modules Address Now Module onl y SiebelGetGlobalCandidateAddresses df ValidateAddressWithCandidates ADN df Address Now Module SiebelGetGlobalCandidateAddresses df Universal Addressing Module ValidateAddressWithCandidates UAM_ADN df Address Now Module GeocodeUSAddressWithCandidates df Enterprise Geocoding Module SiebelGetGlobalCandidateAddresses df ValidateAddressWithCandidates EGM_ADN df Address Now Module GeocodeUSAddressWithCandidates df Enterprise Geocoding Module SiebelGetGlobalCandidateAddresses df Universal Addressing Module ValidateAddressWithCandidates VAM_EGM_ADN df Universal Addressing Module only GeocodeUSAddressWithCandidates df ValidateAddressWithCandidates UAM df Universal Addressing Module GeocodeUSAddressWithCandidates df Enterprise Geocoding Module ValidateAddressWithCandidates UAM_EGM df Universal Addressing Module GeocodeUSAddressWithCandidates df Enterprise Tax Module ValidateAssignGeoTAXInfo df ValidateAddressWithCandidates_UAM_ETM df Universal Address Module with Logate ValidateAddressWithCandidates_UAM_Logqate df Universal Addressing Module with ValidateAddressWithCandidates_Loqate_EGM df Loqate Enterprise Geocoding Module Spectrum Technology Platform 10 0 SP1 Installation Guide 133 SAP Siebel and Microsoft Dynamics
158. tart the configuration database right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Alternatively you can use the Windows Services control panel to start the configuration database by starting the Spectrum Database service k Install the configuration database on additional servers as needed to complete the configuration database cluster 4 Install the server a Optional If you are upgrading to a new version and you want to use the same machine to host the upgraded server as hosted the existing server uninstall the existing server of Spectrum Technology Platform b Install the server cluster For instructions see Installing a Cluster on page 30 Important When installing each server select the Server only option in the installer and provide the host and port of one or more of the configuration database servers You can find the port in the file InstallationLocation server app conf spectrum container properties The port is specified in the spectrum orientdb binary port property Spectrum Technology Platform 10 0 SP1 Installation Guide 62 Cluster with Separated Configuration Database Converting from a Separated Configuration Database to a Standard Installation If you have a cluster that consists of separate clusters for the server and for the configuration database you can convert your installation to a standard installation where the server and configuration dat
159. telligence Module In a clustered environment processing is shared among two or more instances of the server The diagram below illustrates the deployment architecture of such a configuration Load balancing can Spectrum Technology Platform 10 0 SP1 Installation Guide 28 Cluster be used to support high availability and scaling The deployment architecture includes a load balancer a Spectrum Spatial cluster a database and a file share With this approach it is possible to scale both horizontally and vertically You can cluster the Location Intelligence Module with or without platform clustering starting from version 8 0 HTTP HTTPS Load Balancer 4a SN D 4avuasg jeneds peouejeg peo Spectrum Spatial Server Spectrum Spatial Server Spectrum Spatial Server Server 1 Server 2 Server 3 Database Server Map Image File Share Load Balancer The load balancer spreads requests between the Spectrum Spatial instances Any load balancer that supports load balancing HTTP HTTPs requests can be used Spectrum Spatial Cluster The cluster is a collection of Spectrum instances with LIM sharing administration named resources geographical metadata content and configuration settings Additional nodes can be added to the cluster for resilience or to deliver support for greater loads Each node can be scaled vertically through additional hardware resources and or additional instances should this be required for hardw
160. tform and will do so without prompting If an upgrade is not required the installer will skip the Spectrum Technology Platform install steps and install the new module The process for adding a module is similar to that of a new installation In both cases you start the installation process by running the Spectrum Technology Platform installer Note that Spectrum Technology Platform modules do not have their own installer Instead you use the Spectrum Technology Platform installer to add modules 1 If the Spectrum Technology Platform server is running stop the server To stop the server right click the Spectrum Technology Platform icon in the Windows task bar shown below and select Stop Server Spectrum Technology Platform 10 0 SP1 Installation Guide 23 Standard Installation 3 39 PM SDN p oo gt BOR 52 205 2 Launch the Spectrum Technology Platform installer by double clicking Install exe The installer walks you through the installation process When prompted select the modules that you want to install Your currently installed modules are selected 3 Install any necessary databases for the new product For more information on installing databases see Spectrum Databases on page 64 4 After you install the necessary databases if any start Spectrum Technology Platform by right clicking the Spectrum Technology Platform icon in the Windows task bar and selecting Start Server 5
161. than previous releases You must download and install the GeoTAX Enterprise Tax Premium database for use in this version The GeoTAX Enterprise Tax Premium database is not compatible with any releases prior to version 9 0 SP2 Spectrum Technology Platform 10 0 SP1 Installation Guide 71 Spectrum Databases Downloading Database Files Note Prior to downloading the data files If you have previously installed database files you should back up those files and delete any copies of the gdi gsd gsi gsl gsu g8z gsx z9 dir las and los files inthe data install directory Downloading from the eStore Use the link in your welcome email to download the zip file Extract the files and make note of the directory where you save the files Downloading from the Technical Support Web Site Download the database from the technical support web site www g1 com support The data file will be downloaded as a zip file Extract the files and make note of the directory where you save the files Downloading Florida Format Files You can obtain the Florida format files from the Florida Department of Revenue The Florida Department of Revenue compiles the database based on county 1 Download the files from the Florida website at https pointmatch state fl us General AddressFiles aspx 2 Unzip the downloaded files and transfer them to the server Note Be sure to FTP your files in binary format 3 Combine the county files in
162. tion Properties dialog box e user sa password lt there is no password gt e host localhost or lt your server name gt port 9001 e instance globalsentrydb 2 Click Test to verify the connection works 21 Click OK then click OK again Spectrum Technology Platform 10 0 SP1 Installation Guide 79 Spectrum Databases Installing Location Intelligence Module Databases 1 Place the data on the file system or install the data into a database 2 Use Spatial Manager to define Location Intelligence Module database resources named connections and tables For more information see the Configuring Database Resources chapter of the Spectrum Technology Platform Administration Guide on support pb com Installing Universal Addressing Module Databases This procedure describes how to install databases used by Get Candidate Addresses Get City State Province Get Postal Codes Validate Address and Validate Address AUS For instructions on installing databases used by Validate Address Global see Installing Validate Address Global Databases on page 81 For instructions on installing databases used by Validate Address Loqate see Installing Validate Address Loqate Databases on page 81 Note To install the Universal Addressing Module databases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running 2 Download the database from the Pitney Bowes Software eStore using the link provid
163. tion data e Centrus Elevation This database contains the same data as Centrus Points plus elevation data e Centrus Enhanced Points This database contains the same data as Centrus Points plus APN data e Centrus Premium Points This database contains the same data as Centrus Points plus both APN and elevation data TomTom Points Database The data in this database is provided by TomTom a third party provider of spatial data NAVTEQ Points This database is provided by NAVTEQ a third party data provider It contains data used to locate addresses at the center of the actual building footprint or parcel Note To install the Enterprise Geocoding Module databases on Windows Server 2008 you need administrator privileges 1 Make sure no applications are running 2 Insert the database DVD or download the database from the technical support web site www g1 com support Note If you download the database from the Pitney Bowes web site it will be downloaded as a zip file Unzip the database before proceeding with the installation 3 Run Setup exe The installation wizard guides you through the rest of the process Note You may install databases on a mapped drive but performance will be affected since you will be accessing them on a network rather than accessing them locally 4 After you install the database files use the Database Resource tool in the Management Console to define the database as a resource For more infor
164. to a single file if you downloaded more than one county If you downloaded the entire state list you have approximately 67 files You must combine all the files into one file Your file is ready for loading Downloading TS 158 Format Files The Federation of Tax Administrators FTA maintains a website with links to all data sources that use the TS 158 format 1 Download the files from the Florida website at https pointmatch state fl us General AddressFiles aspx 2 Unzip the downloaded files and transfer them to the Spectrum Technology Platform server 3 State files are often broken up into individual county files Combine all state and or county files into a single file Your file is ready for loading Spectrum Technology Platform 10 0 SP1 Installation Guide 72 Spectrum Databases Database Options The following describes the database options presented in the Windows Database Load Utility GeoTAX master files The GeoTAX Enterprise Tax Premium Database is a required dataset and is the master file for the Enterprise Tax Module software The master files identify all geographic components associated with a street address such as the latitude longitude census tract and block group Point Data files Point Data products include Master Location Data MLD Centrus Points Centrus NAVTEQ Points and Centrus TomTom Points The point data provides point level geocoding for the most accurate placement of addresses throug
165. trum orientdb http port This portis used by the Spectrum Technology Platform configuration database 5701 spectrum hazelcast port This port is used by Hazelcast for managing distributed processing between Spectrum Technology Platform servers in a cluster 8080 spectrum http port The port used for communication between the server and Enterprise Designer Management Console and Interactive Driver This port is also used by web services 10119 spectrum socketgateway port This portis used for API calls made to services Spectrum Technology Platform 10 0 SP1 Installation Guide 15 Planning Your Installation Location Intelligence Module Support Database The Location Intelligence Module supports the following spatial databases for use with the spatial services data and resources e Oracle 11gR2 e SQL Server 2008 R2 SQL Server 2012 SAP HANA 9 3 e PostgreSQL 8 PostGIS 1 5 and 2 x GeoPackage Windows and CentOS Data Format The Location Intelligence Module supports the following data formats for use with the spatial services e Generic JDBC w XY TAB native raster grid seamless DBF ESRI ShapeFile Raster Format The following raster and grid formats 64 bit only are supported in the Location Intelligence Module Raster formats Format File Extension ADRG gen ASRP gen BMP omp womp CADRG gen CIB various ECW SDK v5 eCW GeoTiff geotif GIF gif JPEG Jjpg jpeg
166. ule only Address Now Module Universal Addressing Module Address Now Module Enterprise Geocoding Module Address Now Module Enterprise Geocoding Module Universal Addressing Module Universal Addressing Module only Universal Addressing Module Enterprise Geocoding Module Universal Addressing Module Enterprise Tax Module Copy these dataflow files to the import folder SiebelGetGlobalCandidateAddresses df ValidateAddressWithCandidates ADN df SiebelGetGlobalCandidateAddresses df ValidateAddressWithCandidates UAM_ADN df GeocodeUSAddressWithCandidates df SiebelGetGlobalCandidateAddresses df ValidateAddressWithCandidates EGM_ADN df GeocodeUSAddressWithCandidates df SiebelGetGlobalCandidateAddresses df ValidateAddressWithCandidates UAM_EGM_ADN df GeocodeUSAddressWithCandidates df ValidateAddressWithCandidates UAM df GeocodeUSAddressWithCandidates df ValidateAddressWithCandidates UAM_EGM df GeocodeUSAddressWithCandidates df ValidateAssignGeoTAXInfo df ValidateAddressWithCandidates_UAM_ETM df Spectrum Technology Platform 10 0 SP1 Installation Guide 105 SAP Siebel and Microsoft Dynamics If you are installing this set of Copy these dataflow files to the import folder modules Universal Address Module with Logate ValidateAddressWithCandidates_UAM_Logqate df Universal Addressing Module with ValidateAddressWithCandidates_Loqate_EGM df Loqate Enterprise Geocoding Module Universal Addressing Module Loqgate
167. um Technology Platform remove the following folders from the server modules spatial jackrabbit directory repository version workspaces 7 If your Oracle database has previously had repository content added you must remove tables from your database so a clean repository can be created If you are starting with a new database make sure the tables do not exist The following tables need to be removed from the database default names id seq default binval default bundle default_names default rers publhefrepir sentry rep global revision rep journal rep local revisions security binval security bundle security names SSreUiesley ieSics 8 Start Spectrum 9 Restore the resources by copying them from the local folder into the Repository using WebDAV Import the content of the repository you previously exported back into the repository This step only needs to be performed on one of the Spectrum Technology Platform instances Set Up an MS SQL Server Repository Database These steps describe how to set up your repository on an MS SQL Server database 1 Copy all repository resources to a local folder using WebDAV Spectrum Technology Platform 10 0 SP1 Installation Guide 40 Cluster The contents of the installed repository must be exported This step only needs to be performed once as the contents of the repository should be the same at this point for all instances of Spectrum Technology Plat
168. um Technology Platform server To start the server right click the Spectrum Technology Platform icon in the Windows task bar and select Start Server Alternatively you can use the Windows Services control panel to start the Pitney Bowes Spectrum Technology Platform service ow Configuring Property Files Two files are used to configure the Data Hub Module e SpectrumFolder server modules hub hub properties Controls Spectrum Technology Platform settings including whether to join a cluster and whether to enable history tracking and auditing e SpectrumFolder server modules hub db neo4j properties Controls how the graph databases are configured using Neo4j Enterprise This file is used as a template for each model If needed each model can be configured separately by placing a copy of this property file into the store directory for that model By default each model is placed in a subdirectory under the SpectrumFolder server modules hub db directory The name of each model contains a model prefix followed by the name of the model e g model CustomerRetention The location of this top level directory may be overridden using the hub models path base property in the hub properties file To configure the system to run in a cluster you must set the following properties in the hub properties file hub neo4j database type embedded hub neo4j database type ha For ha mode MUST be set to the number of servers in the
169. upgrading 2 On the ast node that you shut down in the configuration database cluster execute installdb exe The installer upgrades the configuration database Warning The first node that you upgrade must be the last node that was shut down This is because on some operating systems the configuration database will start automatically at the end of the upgrade process If the first node that starts up is not the last node that was shut down data such as job history and configuration settings may be lost Spectrum Technology Platform 10 0 SP1 Installation Guide 57 Cluster with Separated Configuration Database If you do not know which node was shut down last look in each node s wrapper log for the time stamp of the shutdown message You can find the wrapper log in Spectrum Location server app repository logs wrapper log 3 After the upgrade process finishes wait for the server to start up then stop the server You can see when the server has started up by opening the log file lt Spectrum Installation Location gt server app repository logs wrapper log and looking for this message INFO Server Pitney Bowes Spectrum TM Technology Platform Database Version version build Started Important Do not attempt to stop the server until after it has fully started for the first time Stopping the server before it performs an initial startup can cause your installation to become unusable 4 If your existing server
170. vers Mens gt Name Server Group Name SBA amp 2 Parameters Events Component Menu v 4 Components eAutomotive Object Manager ENU Events Parameters Ee ea Event Type 1 EAI BusComp State Service 1 FAICRME Create Workitem h Scroll to the parameter EditProfileAttr Spectrum7 Siebel SAP Siebel and Microsoft Dynamics Administration Group 1 Data Quality Ad 2 Contacts List Management co Host Name C SiebeN3 1 1 11 0 ses siebsrvr Manual Start Alias eautoObjMgr_enu eAutomotive K Log Level EAI BusComp State Service Event Type FAICRME Create Workttem Fvent Tune i Enter True in the Value Value on Restart and Default Value columns You have now configured Siebel non SDQ to use Spectrum Technology Platform for data quality processing Spectrum Technology Platform 10 0 SP1 148 Installation Guide SAP Siebel and Microsoft Dynamics Configuring Microsoft Dynamics CRM Integrating with Microsoft Dynamics CRM To integrate Spectrum Technology Platform with Microsoft Dynamics CRM you need to install supporting databases and dataflows on the Spectrum Technology Platform server and deploy the Spectrum Technology Platform solution on your Microsoft Dynamics CRM server Once you do this users of Microsoft Dynamics CRM will have access to address validation geocoding and duplicate detection functionality from within Microsoft Dynamics CRM
171. y 1 On the Spectrum Technology Platform server install the databases required to perform address validation geocoding and tax jurisdiction assignment and define database resources for each database You must give the database resources the following names Database Required Name for Database Resource Enterprise Geocoding Module Canada Database IGEO_CAN Enterprise Geocoding Module U S Database EGM_US Enterprise Tax Module Database ETM Universal Addressing Module Canada Database Canada Universal Addressing Module Loqate Database Loqate Universal Addressing Module U S Database UAM_US 2 When you install the Siebel module several dataflow files are automatically installed Other dataflow files must be manually copied into the Spectrum Technology Platform server Spectrum Technology Platform 10 0 SP1 Installation Guide 104 SAP Siebel and Microsoft Dynamics a Browse to one of the following folders on your Spectrum Technology Platform server e For Siebel Business Applications go to lt SpectrumPlatformLocation gt server modules dataflows siebel sea e For Siebel Industry Applications go to lt SpectrumPlatformLocation gt server modules dataflows siebel sia b Review the following table then copy the applicable dataflow files to SpectrumLocation server app import Table 1 Dataflow Files To Import If you are installing this set of modules Address Now Mod
172. y adding another instance of the configuration database For example say you have five nodes and three configuration database servers You could add another five nodes bringing the total number of nodes to 10 while still using just the three configuration databases to support all 10 nodes Installing the configuration database to a separate server has the following advantages Spectrum Technology Platform 10 0 SP1 Installation Guide 7 Planning Your Installation e More CPU is available to the server for running jobs process flows and service requests because reading and writing to the configuration database is handled by a separate server e Reduced network traffic due to reduced configuration data replicated between nodes For example you could have five Spectrum Technology Platform servers for handling execution while having only three repositories With just three repositories instead of five data only needs to replicate between three servers rather than five e Most scalable installation scenario Requests Such as API calls web service requests clients Server Cluster External Resources Database resource file servers etc Configuration Database Cluster Configuration Server 1 Configuration Server 2 Configuration Server 3 9 9 9 Configuration Database Configuration Database Configuration Database System Requirements Server Requirements Operating Systems Spectrum Technology Platform is support

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