SIS Network Setup Guide SIS Network Install

Table of Contents
Hardware Configuration WTS and Citrix Install Notes Insert Network SIS Install !isk Network SIS #ain #enu SIS !ata %oader SIS 'outer Start Network SIS Install Configuration Settings NT Ser)i*e Configuration Continue Install -inis. Install %i*ense SIS SIS /ser Con)ersion Insert SIS !0! Setup !isk Network SIS /ser SIS !1S Parts Integrator Co3ponent 1ased Troubles.ooting 4C1T5 P. 2 P. P. " P. $ P. & P. & P. (2 P. ( P.(+ P.2, P. 2( P.22 P.22 P.2 P.2 P.22 P.2"

Figure 1: Hardware configuration for setting up an optional SIS DVD parts counter server in addition to the central SIS DVD network server.

Introdu*tion
SIS !0! 2,,61 Network is a browser based web ser)er. 7 SIS !0! network *an be installed wit.in a dealer8s *entral store or wit.in a satellite store. T.e parts *ounter ser)er exa3ple *an be a standalone ser)er if a *entral ser)er is not desired or SIS Web is t.e 3ain sour*e for t.e Ser)i*e Infor3ation S9ste3. Network SIS *an be installed as a s3all network of approxi3atel9 fi)e users 4parts *ounter network is an exa3ple5 at a satellite store. T.e installation t.at follows does not in*lude t.e .ardware *onfiguration or se*urit9 steps ne*essar9 to set up t.e SIS !0! browser based network o)er t.e internet or W7N. T.e setup t.at follows is for an intranet or %7N setup. #ore t.an one SIS !0! network *an exist wit.in a dealer store. 7 dealer 3a9 deter3ine a SIS !0! network is benefi*ial for t.e parts *ounter as a ba*kup or as a standalone *onfiguration. In -igure (: a SIS !0! network user lo*ated at t.e parts *ounter would .a)e a**ess to t.e SIS !0! *entral network and t.e SIS !0! parts *ounter network. T.e SIS Network user would

*.oose w.i*. SIS network to *onne*t to b9 *.oosing t.e appropriate /'% s.ort*ut 4*o3puter na3e and port nu3ber5 assigned to t.e SIS Network ser)er. 7n up to date PC wit. one Gigab9te of 'a3 and an ;ig.t9 Gigab9te .ard dri)e *ould be used as t.e s3all li3ited user Network SIS ser)er. Network SIS software files re<uire a little o)er one gigab9te of .ard disk spa*e. T.e database also re<uires t.at two .undred to t.ree .undred 3egab9te of free spa*e be a)ailable so t.e database *an update infor3ation. If 3ore t.an one .ard dri)e is a)ailable on t.e ser)er: it *ould be benefi*ial to install t.e software and !0! data 4disk ( to 25 on different dri)es. T.is *ould speed up a**ess to Network SIS. T.e fi)e disks are a total of approxi3atel9 6, gigab9tes of data.

Notes for a WTS or Citrix Ser)er

If installing on a WTS or Citrix Ser)er 9ou 3ust install t.e progra3 t.roug. add=re3o)e progra3s. T.ese s*reen s.ots are fro3 a windows 2,,, ser)er edition >S. !epending on t.e t9pe of se*urit9 t.at is set: it 3a9 be ne*essar9 to *op9 t.e software and data install disks on a lo*al .ard dri)e and run t.e install fro3 t.ere. T.is .as o**urred on t.e test Windows 2,, Ser)er edition >S set up in t.e ?7 lab at Caterpillar. T.e best t.ing to do is tr9 to *.ange t.e se*urit9 setting so t.at 9ou *an install fro3 t.e C!=!0! dri)es if possible. ;it.er wa9: t.e first 3et.od of install s.ould be used for future installs. Proble3s .a)e o**urred w.en t.e install fro3 a lo*al dri)e or network dri)e was used first and t.en an upgrade fro3 a C!=!0! dri)e was perfor3ed.

Notes for a W S or !itri" Server # !ontinued

Notes for a W S or !itri" Server $ !ontinued

T.e installer 3ust run setup.exe and not t.e laun*..exe t.at nor3all9 *o3es up w.en t.e dri)e .as auto@pla9 of t.e C!@'o3=!0! dri)e set. T.e installer 3ust also *lose t.e install progra3 if it *o3es up be*ause auto@pla9 is set. 4Close figure 6 below if it appears during an install of WTS or Citrix ser)er.5

%nd of Notes for a W S or !itri" Server

&egin Install'Install (ptions

T.e 2004B SIS Network Installation and Administration Guide is referred to for additional infor3ation wit.in t.is SIS Network installation guide. T.e Installation and 7d3inistration Guide *an be downloaded at t.e SIS Anowledge Network Co33unit9 dis*ussion area. -iles /'% on t.e Anowledge Network is .ttpsB==kn.*at.*o3=3essage.*f3CidD2,+,EparentD+(""2Et9peD1road*ast

(. Install Insert t.e SIS Network setup disk into t.e C!'>#.

Figure ) Select language and then select OK.

Figure *

"

2. Cli*k Next after t.e wel*o3e s*reen appears.

Figure +

. 0erif9 re<uired appli*ations before sele*ting Install Ser)i*e Infor3ation S9ste3.

TCP=IP is 'e<uired for SIS

!,'I, S-ste. !heck: Windows 2,,, installs wit. t.e default TCP=IP *onfiguration for 9our ser)i*e. %isted below are steps to *onfigure TCP=IP if needed. 'ig.t@*li*k on t.e /- Network ,laces i*on on t.e Windows desktop and *li*k on t.e ,roperties button. 'ig.t@*li*k on t.e 0ocal 1rea !onnection i*on for t.e installed NIC or 3ode3 on 9our PC. -ro3 t.e Properties window: look for FInternet Proto*ol 4TCP=IP5F in t.e installed *o3ponents list. ;nsure t.at it is *.e*ked so t.at it is bound wit. t.e network de)i*e s.own abo)e. If TCP=IP is not listed: add it b9 *li*king on t.e Install button. 7fter installing TCP=IP it is not ne*essar9 to reboot. !hecking other operating s-ste.s for TCP=IP is si3ilar to t.e abo)e.

#!7C 2.2 SP is 'e<uired for SIS

/D1! ).2 S-ste. !heck: #i*rosoft !ata 7**ess Co3ponents 4#!7C5 install t.e >!1C dri)ers ne*essar9 for t.e sear*. fun*tionalit9 to fun*tion *orre*tl9 in SIS. Installing or upgrading now 3a9 not be ne*essar9. Ser)i*e Te*.ni*ian Workben*. 4STW5 installs #!7C auto3ati*all9 during and installation or upgrade. 7lso: #!7C $

*o3es pre@installed wit. #i*rosoft 2,,, and abo)e operating s9ste3s. If 9ou .a)e Windows 2,,, or GP or if 9ou .a)e STW installed: 9ou do not need to install t.is software. If 9ou are still unsure: *li*k t.e HInstall NowI button to begin t.e installationJ if a .ig.er )ersion of #!7C is alread9 installed on t.e 3a*.ine: a 3essage will be displa9ed and t.e installation will stop. If 9ou do not get t.e 3essage: *o3plete t.e #!7C installation.

SIS !ata %oader 2.,

SIS !ata %oader is an appli*ation *reated b9 Caterpillar In*. to assist in loading t.e SIS 3ont.l9 data onto a ser)er for a**ess b9 SIS Network. See note below for i3portant infor3ation. -or opti3al perfor3an*e: t.e appli*ation s.ould be installed on t.e sa3e ser)er w.ere data will be loaded. T.e appli*ation *an load t.e SIS 3ont.l9 data one !0! at a ti3e 4e.g. fro3 a single !0! dri)e5 or 3ultiple !0!s at a ti3e 4e.g. fro3 a !0! tower5

3I.portant Note: If SIS !ata %oader 2., is installed: it will uninstall t.e
pre)ious )ersion 4SIS Windows data loader5. SIS !ata %oader 2., installs onl9 t.e new SIS browser based data !0!8s for t.is new )ersion of SIS. If t.ere is a need to install t.e old SIS Windows !0! data: SIS !ata %oader 2., will .a)e to be uninstalled and t.e SIS Windows !ata %oader will .a)e to be installed.

SIS 'outer
SIS 'outer onl9 needs to be installed if Windows Ter3inal Ser)er 4WTS5 is running on t.e ser)er and if SIS integration wit. !1S or Ser)i*e 7d)isor is desired. SIS 'outer is an appli*ation *reated b9 Caterpillar to install t.e router ser)i*e for SIS Network. T.e ser)er 3ust be running Windows NT 6., or abo)e.

Warning # his installation will shut down a running SIS 4outer service and replace it.
SIS 4outer Infor.ation fro. SIS Windows is 5elow. T.e interfa*e and pro*ess are t.e sa3e for Network SIS 1rowser 1ased 2,,61.

Configure SIS 'outer

T.e following instru*tions are for t.e SIS 'outer Installation on Windows Ter3inal Ser)er en)iron3ent and to be perfor3ed on t.e WTS Ser)er *onsoleB
%og on to t.e WTS ser)er *onsole t.roug. an a**ount wit. ad3inistrati)e pri)ileges. !is*onne*t all SIS /sers. Start t.e router installation progra3.

&

-ollow t.e default settings to install t.e SIS router *ode: unless 9ou wis. to spe*if9 a different lo*ation.

Configuring Parts Integrator Router on WTS

19 default: t.e Parts Integrator 'outer is set to listen for re<uests on port ",,, of t.e Windows Ter3inal Ser)er8s IP address. T.e SIS router *ode is initiall9 set up to support 22 SIS *onne*tions fro3 port ",,( to port ",22. To *.ange t.e settings to support 3ore *onne*tions or to .a)e t.e router listen on a different port: follow t.e instru*tions listed below. T.ese instru*tions re<uire so3e *onfiguration *.anges to t.e !I4(6 %4.INI file t.at is lo*ated in t.e !:7W S4V dire*tor9. T.e following is t.e *ontent of t.e CI'>/T;'.INI fileB KC>N-IGL J T.e following is t.e So*ket Port nu3ber t.at t.e router will listen on. 'outer%istenPortNu3berD",,, J T.e following is t.e So*ket Wait ti3e for t.e 3ain pro*essing loop. How J long it will wait on a so*ket *onne*tion before it loops ba*k to t.e *onsole J *.e*king for inbound *o33ands. So*ketWaitTi3eD( J T.e following is a range of t.e a)ailable ports for t.e router to sele*t fro3 ; w.en a new CI@SIS registration o**urs. 7)ailablePorts'angeD",,(@",22

Router Command
T.e SIS 'outer was installed as a ser)i*e so t.e router will start auto3ati*all9 w.ene)er t.e ser)er is started. If t.e router is s.utdown for so3e reason and 9ou need to restart it: use t.e Start=Stop ser)i*es fun*tion lo*ated in t.e Control Panel.
>pen t.e Control Panel and double *li*k on Services. -ind t.e ser)i*e *alled SIS4outer and *li*k on Stop. T.en *li*k on Start to restart t.e ser)i*e.

T.e router *an be )iewed fro3 t.e ad3inistrati)e *onsole.

T.e following list *ontains t.e *o33and details for using t.e router on t.e ad3inistrati)e *onsoleB 8 %ist *o33ands a)ailable !ispla9s all t.e *o33ands a)ailable. 0 @ %ist all sessions and ports T.is will displa9 all t.e running sessions under t.e en)iron3ent as well as all t.e *onfigured ports and t.eir asso*iated status. S %ist all sessions T.is will displa9 all running SIS sessions registered wit. t.e router. , @ %ist all ports T.is will displa9 all t.e *onfigured ports and t.eir asso*iated status. 9 Aill session T.is option will unregister a SIS *onne*tion wit. t.e router. /sing t.e session id displa9ed fro3 t.e H%ist all sessionsI *o33and: an indi)idual registered SIS session I! *an be found. 7 )alue of M will unregister all registered SIS sessions running. % or : ;xit To s.utdown t.e router.

(,

N>T;B T.is Nust unregisters t.e SIS session wit. t.e router and 3akes t.e TCP=IP port a)ailable to t.e router to assign to anot.er SIS session: .owe)er it does N>T a*tuall9 end t.e SIS session or free up t.e TCP=IP port for new *o33uni*ations. T.e SIS session 3ust a*tuall9 be ended: ot.erwise t.e TCP=IP port will sta9 in use and an9 new SIS session *annot be assigned to use t.at port for *o33uni*ations. N>T;B If 9ou end a SIS session wit. t.e router and t.at session tries to 3ake a *onne*tion to !1S: it will error out. T.is is be*ause t.e 7S=6,, looks at t.e router for a session t.at 3at*.es t.e /ser logon I! and !ealer Code. If it finds one it will *onne*t to t.e port t.at t.e router assigned for t.at SIS session. If it is not found: it will error out.

%nd of SIS 4outer Infor.ation. %nd of 1dditional 1pplication infor.ation. !ontinue to the install process.

((

6. Install Ser)i*e Infor3ation S9ste3. Sele*t Install Now to begin t.e install pro*ess. 'efer to -igure 6.

Figure 2 4ead and 1ccept the %nd 6ser Software 0icense 1gree.ent and select NEXT to continue the installation.

(2

Figure ; !hoose the director- to store the application files. Select Browse to change the default director-. Select Next to continue. his is not the SIS data director-.

Figure < Select the Data 0ocations= filter I, 1ddresses and configure the port nu.5ers.

2. Configuration Settings 47**ept default )alues if t.e ports are not in use elsew.ere on t.is 3a*.ine5
a. We5#server !onnector ,ort Nu.5er 7**ept t.e default )alue if t.is port nu3ber is not in use elsew.ere on t.is *o3puter. T.e sa3e port nu3ber 3a9 be in use on a different 3a*.ine: it will not interfere wit. t.is 3a*.ine due to t.e different *o3puter na3es and IP addresses. 5. We5#server Shutdown ,ort Nu.5er 7**ept t.e default )alue if t.is port nu3ber is not in use elsew.ere on t.is *o3puter. T.e sa3e port nu3ber 3a9 be in use on a different 3a*.ine: it will not interfere wit. t.is 3a*.ine due to t.e different *o3puter na3es and IP addresses. c. Data5ase ,ort Nu.5er 7**ept t.e default )alue if t.is port nu3ber is not in use elsew.ere on t.is *o3puter. T.e sa3e port nu3ber 3a9 be in use on a different 3a*.ine: it will not interfere wit. t.is 3a*.ine due to t.e different *o3puter na3es and IP addresses. d. Search ,ort Nu.5er 7**ept t.e default )alue if t.is port nu3ber is not in use elsew.ere on t.is *o3puter. T.e sa3e port nu3ber 3a9 be in use on a different 3a*.ine: it will not interfere wit. t.is 3a*.ine due to t.e different *o3puter na3es and IP addresses. e. Data 0ocations

(6

Figure > Data 0ocations

T.e dri)e and dire*tor9 t.at *ontains or will *ontain t.e SIS data will need to be 3apped before *o3pleting t.is step. T.e !0! dri)es or C! dri)es are added as default dri)es. Sele*t Add in order to add a 3apped dri)e t.at *ontains or will *ontain t.e SIS data will be stored. Sele*t t.e 3apped dri)e t.at *ontains or will *ontain t.e SIS !ata. SIS data is approxi3atel9 fort9 gigab9tes. 7 dri)e wit. 3ore t.an fort9 gigab9tes a)ailable is re<uired. SIS data will *ontinue to in*rease wit. ti3e so a dri)e wit. sixt9 gigab9te or 3ore 3a9 be a prudent *.oi*e. #ore t.an one 3apped dri)e 3a9 be set up to *ontain SIS data. -or exa3pleB a parts *ounter person 3a9 .a)e two 3apped network dri)es. If t.e dealer .as SIS Network installed on a ser)er for all SIS users and SIS Network installed Nust for t.e parts *ounterJ a parts *ounter person would 3ap t.e SIS Network ser)er dri)e: t.e parts *ounter ser)er dri)e and t.eir own !0! dri)e.

Note: Se*urit9 restri*tions 3a9 re<uire t.e network pat. be entered.

;xa3pleB -igure & abo)e would re<uire entering OOn(fs(((O+2$@ &(@2(a instead of Nust sele*ting %BO.

(2

f. -ilter IP 7ddresses 4IP 7ddresses 3ust be entered in t.is window to enable ot.er users to a**ess SIS on t.is 3a*.ine.5 Pou will re*ei)e t.e <uestion below if 9ou do not enter IP addresses.

Sele*t Add to begin t.e -ilter IP 7ddresses pro*ess.

("

;nter t.e IP address in t.e four data entr9 windows and sele*t 7dd. T.e nu3ber will be added to t.e 7ddress 7**ess %ist.

;nter an asterisk in one of t.e windows to allow a range of 3a*.ines to a**ess SIS on t.is 3a*.ine. T.e abo)e window will allow all users wit. (+2.(2&. as

($

t.e first six )alues for t.e IP address a**ess to t.e web ser)er. Sele*t Add and t.e IP address range will be added to t.e IP 7ddress 7**ess %ist. If t.e ad3inistrator 3ust enter spe*ifi* IP addresses: *ontinue to add all IP 7ddresses t.at are needed. T.e asterisk 3a9 be pla*ed in an9 )alue wit.in t.e twel)e digit 3ask. ;xa3ples areB (+2.(2&.(((.MJ (+2.(2&.((MJ (+2.("&.(((.2M. T.ese settings 3a9 be *.anged after t.e intitial install b9 rig.t *li*king on t.e i*on in t.e s9ste3 tra9 and sele*ting *onfiguration.

W.en finis.ed entering t.e IP addresses to be filtered: sele*t Next to *ontinue. he asterisk can 5e placed an-where e"cept in the first position. So 1?).3 is the li.it. 1?)3 would allow all users with 1?) as their first position nu.5er.

NoteB 19passing t.e prox9 ser)er *ould possibl9 speed up t.e network if
Network SIS runs slow after setup. 19passing t.e prox9 ser)er .as in*reased speed during testing.

(&

". NT Ser)i*e Configuration.

C.e*k t.e Install NT ser)i*e HSISSer)erI box to start t.e SISSer)er software e)er9 ti3e t.e 3a*.ine starts. 'ead all infor3ation wit.in t.is window to obtain additional infor3ation about t.e NT Ser)i*e Configuration. T.en sele*t Next to *ontinue.

(+

$. 'ead9 to Install

T.e SIS Network appli*ation is read9 to be installed. Sele*t Install to *ontinue.

2,

&. -inis. t.e SIS Network Install.

Sele*t -inis. to *o3plete t.e SIS Network install.

+. Start SIS Ser)er Ser)i*e

If t.is is a first ti3e install of SIS Network: SIS .as not been li*ensed 9et. Sele*t No w.en 9ou are asked to start t.e SIS Ser)er Ser)i*e 4not s.own5 or 9ou will get t.e warning displa9ed below.

2(

(,.

%i*ense SIS
SIS 2,,61 Network 3ust be li*ensed before a**ess is per3itted. 'efer to t.e SIS 2,,61 Install and 7d3in guide for 3ore li*ensing infor3ation 4Sa3e pro*ess as STW and ;T5. /sers t.at a**ess t.e SIS 2,,61 Network will not .a)e to be li*ensed. T.e9 will re<uire a user na3e: password and t.e /'% to t.e web ser)er in order to a**ess SIS. 'efer toB SIS !0! 2,,61 Install and 7d3inistration Guide for additional infor3ation for li*ensing SIS and to setup and ad3inister users.

((.

SIS /ser Con)ersion

No longer a)ailable

(2.

Insert t.e SIS !0! Setup !isk.

Insert t.e SIS !0! Setup !isk and install SIS data. 'un t.e !ata %oader software or *op9 t.e data fro3 t.e SIS !0!8S to t.e !ata Sour*e dire*tor9.

( .

Se*ure 7**ess

7**ess to SIS is a se*ure *onne*tion. Pou 3ust sele*t >A w.en t.is s*reen appears in order to a**ess SIS. Cli*k in t.e w.ite box to pre)ent t.is 3essage fro3 appearing in t.e future.

/sers enter t.e SIS Ser)er Ser)i*e /'% to a**ess Network SIS. T.e /'% is https:''= t.e .achine na.e and t.e SIS We5#server !onnector port nu.5er assigned earlier. T.e IP address of t.e user8s 3a*.ine 3ust also be entered in t.e IP 7ddress filter of t.e Web Ser)er. T.e SIS web ser)er /'% 3a9 be added to t.e 3a*.ines -a)orites or 3a9 be added as an i*on to t.e desktop to speed future a**ess to t.e Network SIS.

22

;xa3ple of a /'% to a SIS Ser)er Ser)i*e. T.e https:'' is a se*ure ser)er *onne*tion: siswinnt: is t.e ser)er 3a*.ine na3e and >++* is t.e SIS Web@ser)er Conne*tor port nu3ber.

(6.

%ogin to SIS

%ogin to SIS is t.e sa3e for SIS !0! standalone and for SIS 2,,61 Network. 7n ad3inistration guide is a)ailable on t.e Network SIS install C!.

Parts Integrator
Starting wit. Network SIS 2,,21: t.ere is a single exe*utable file to install parts integrator.

T.ree files are re<uired to integrate t.e Network SIS parts list wit. !1S. T.e files are pla*ed=installed on t.e ser)er auto3ati*all9 during t.e installation pro*ess. T.ese files are re<uired for t.e Network SIS user and are a)ailable fro3 t.e SIS #ain #enu Q !ownloads link. T.e user s.ould not download and install t.ese files if t.e9 do not plan to integrate SIS parts lists. 'efer to t.e additional infor3ation do*u3ents b9 sele*ting t.e orange 7dditional infor3ation links for a 3ore detailed explanation. Parts Integrator wit.in Network SIS works t.e sa3e as SIS Web. 7 parts integrator do*u3ent is a)ailable on t.e Anowledge Network. T.e pro*ess after installing t.e t.ree files listed abo)e is t.e sa3e as t.e SIS Web pro*ess. T.e /'% to t.e Parts Integrator do*u3ent is .ttpsB==kn.*at.*o3=know.*f3CidD$$($2 ..

Certificates
'efer to t.e W.at8s New for SIS !0! 2,,61 for *ertifi*ate explanations presented to SIS Network users. 7n in)alid *ertifi*ate warning will be presented w.en integrating wit. !1S: 9ou 3ust a**ept t.e in)alid *ertifi*ate to *ontinue.

26

C1T Co3ponent 1ased Troubles.ooting

/sing C1T wit. Network SIS

If Network SIS is t.e SIS data sour*e wit.in STW: t.e network ad3inistrator 3ust perfor3 t.e following steps ea*. 3ont. to 3ake C1T infor3ation a)ailable to usersB (. 'un t.e SIS Setup C! on t.e network ser)er as usual 2. Go t.e dri)e w.ere t.e SIS data was installed and t.e open t.e HappfilesOC1TI dire*tor9 . !ouble@*li*k on ea*. of t.e two self@extra*ting Rip files in t.e dire*tor9: c5tdata.e"e and datasets.e"e= to extra*t t.e C1T data to t.e *orre*t dire*tories. Please extra*t in t.e order listed. ;a*. user 3ust perfor3 t.e following steps to 3ake C1T infor3ation a)ailableB (. 2. . 6. In STW: sele*t t.e 0iew #enu and t.e Preferen*es 3enu ite3 Sele*t t.e SIS Preferen*e tab Sele*t Network as t.e Conne*tion T9pe In t.e !ata %o*ation box: sele*t or enter t.e 3apped dri)e letter for t.e ser)er dri)e t.at *ontains t.e HappfilesOC1TI dire*tor9 des*ribed abo)e and *li*k t.e >A button

NotesB

22