Installing Showcase 10

Before You Begin

Read these instructions completely before attempting an installation.

• This document provides specific instructions on how to install HelpSystems Showcase 10 using the HelpSystems Product Loader. For general information about the HelpSystems Product Loader, see Using the HelpSystems Product Loader on our website.

• The installation process automatically installs Showcase 10 into the default library SCSERVER10 on the IBM i.

• Once the installation process completes, read the After You Are Done section for additional information.

Software Requirements and Notes

• If you currently use ShowCase 9.3.0.x or lower, follow the First-time/Trial Install procedures in this document. If you currently use ShowCase 10.0 or higher, follow the Upgrade procedures.

• If you currently use ViewPoint with SEQUEL, ShowCase 10 can be installed, but the Client (ViewPoint) settings can point to only one host library / product at a time.

• Your operating system level must be at IBM i 7.2 or higher.

• If system value QALWUSRDMN 'Allow user domain objects in libraries' is set with a restricted list of libraries, the following libraries should be added: SCSERVER10, SEQUELEX, ESEND,SEQUELWI, and any library used for Showcase objects.

• The appropriate JDK toolkit, at the most current level on the IBM i is required:

  Description	IBM i 7.4	IBM i 7.3	IBM i 7.2
  IBM Toolbox for Java	N/A	N/A	N/A
  IBM Developer Kit for Java	5770JV1 *BASE	5770JV1 *BASE	5770JV1 *BASE
  Java 8 IBM Technology (32 bit) or	5770JV1 option 16	5770JV1 option 16	5770JV1 option 16
  Java 8 IBM Technology (64-bit)	5770JV1 option 17	5770JV1 option 17	5770JV1 option 17
  Extended Base Directory Support	5770SS1 option 3	5770SS1 option 3	5770SS1 option 3
  Portable App Solutions Environment (PASE)	5770SS1 option 33	5770SS1 option 33	5770SS1 option 33

Note: To verify PASE is installed, type GO LICPGM, choose option 10 and look for the entry Portable App Solutions Environment. If you do not have PASE installed, install it using your IBM i SS1 installation media.

Showcase 10 Installation Overview

The products you need to download, install, and configure are determined by your current environment (based on C&DS usage), and whether you are performing a First-time/Trial install or an Upgrade.

This matrix outlines the software required, and the install steps to follow for a given install type/environment combination.

Preparing to Update Showcase 10(skip if first-time install)

If you are a current Showcase 10 user and are updating Showcase:

• Review the ReadMe document for changes that may affect your environment. This document is part of the Instruction Package available via the 'Download the Product Instruction Package' link on the download page.

• Make sure that there are no users in any Showcase menus and displays, no ShowCase jobs running in batch, and there are no active Viewpoint jobs.

• If you are updating from Showcase 10.0 or higher, the installation program keeps your existing authorization code.

• If your system value for 'DBCS Version Installed Indicator' (QIGC) is set as installed (1), the Sequel and Esend printer files will be set to IGCDATA(*YES). If this is not desirable, refer to the CHGSEQIGC command in the Help/FACTS titled, Support Utilities Included with Sequel.

Before you Install

Note: If you currently use ShowCase 10.0 or higher, and are only upgrading the host software, you can skip the Unified Server install process (steps 1 and 3) and perform only the items listed in step 2.

Overview

The overall installation and configuration process requires the following steps:

1. Referring to the Unified Server Installation Instructions (unified server installation.pdf) included with the product download:

   • Complete all the Unified Server installation steps.

   • Complete the configuration steps for the Skybot Server server only.

2. Continue with the remaining steps in this document:

   • Installing Showcase 10 to install or upgrade Showcase on the IBM i and apply any required license keys.

   • Install Viewpoint only (for users/non-Client Report designers).

   • Install Crystal Reports and Viewpoint (for users/Client Report designers).

   • Install the C&DS Migration Utility.

3. Return to the Unified Server Installation Instructions and complete the unified server configuration steps for the Sequel Web Server and the Viewpoint Server.

Installing Showcase 10

Use these instructions to install HelpSystems Showcase 10. This process downloads everything to your PC and loads the objects on the IBM i. Read the following steps carefully to proceed.

1. Download the HelpSystems Product Loader (setupShowCase10.exe) from Your Account page on our website. Double-click it to start it.

2. On the Choose Components panel, select which components you want to install. You can choose to install the Manuals and/or the Software for IBM i. Click Start to continue.

   The installer will extract files to your PC and launch the HelpSystems Product Loader in a secondary window.

   Note: If you select the Manuals component, they will be installed in the following location.

   • C:\Program Files (x86)\ShowCase 10\SHOWCASE\manuals

3. On the IBM i Details panel:

   1. Select or enter the IBM i where you want to load Showcase 10.

   2. Enter a user profile and password that is a member of the user class *SECOFR and has at least the following special authorities: *ALLOBJ, *SECADM, and *JOBCTL. The user profile should have Limit capabilities set to *NO. This profile will be used to restore and copy objects, and for product maintenance on the IBM i.

   3. (Optional) In the Advanced Settings section:

      • Enter a port number or use the arrows if you want to change the FTP port number to something other than the default of 21.

      • Select Secure File Transfer if you want to use FTPS (FTP over SSL) during the file transfer. The default FTPS secure port is 990, but it can be changed to the required secure port for your environment.

      • In the Timeout (seconds) field, enter the number of seconds the session should be kept active during an FTP transfer. You can choose anywhere between 25 and 1800 seconds (30 minutes).

        Note: If the transfer takes longer than the amount of time specified, the session will expire.

   4. Click Next.

4. You have two options on the Product Load Options panel:

   1. Click Immediate Load to load the product on the IBM i now.

   2. Click Staged Load to transfer the objects now and load them on the IBM i at a later time.

      Note: If you plan to install Skybot, or override any install defaults, you must use Staged Load to ensure proper configuration. See "Loading Staged Objects on the IBM i" below for instructions on how to load the staged objects on your selected IBM i system.

5. The Product Load Progress panel for Showcase 10 launches. When the processing is complete, you have two choices:

   1. If this is the only installation of Showcase 10 you are performing, click Finish.

   2. If you have more installations on other IBM i systems, click Restart. Then, return to step 3.
       

   Note: If the Product Load Progress panel ends with an overall Failed message, the product upload could not complete properly. To find the reason the upload or install failed, click View Logs and review your logs. You can also use Download at the top of the logs to save the information for future review.

Loading Staged Objects on the IBM i

If you chose to stage your objects using step 4b of the installation or update process, do the following to manually load them on the IBM i you identified above.

1. At a command line, enter the following to display the Work with Loads panel:

   HSLOADMGR/HSWRKLOAD

2. Place one of the following options next to the Load Name for Showcase and press Enter:

   • Option 1 if you are installing Skybot, or overriding any install defaults. (recommended in most situations)
   • Option 8 if you want to copy the Load command for use in a job scheduler or to submit the load now. (not recommended)
   • Option 2 does not apply to Showcase 10 as a pre-check is not required.
   • Option 4 to delete the save file associated with the product.

   Esend will always be included as part of a new install or update of Showcase 10. For first-time Showcase 10 installs you will have the option to not include the Sequel Web Interface and the Viewpoint Repository. If SWI or the Repository already exist on the system, they will always be included as part of an update of Showcase 10.

3. After a series of status messages, the Showcase Installation panel displays. This install panel is used for both first time installation or updating your existing version.

   

   Specify the installation options you want to use, and press Enter:

   Install interactively or in batch- Select one of the following:
   Run Interactively - This is the default.
   Submit to Lib/Jobd - Submit the install as a batch job. Enter the library and job description to run the install in batch.

   Showcase Product library - Enter the name of the library where you want to install Showcase. SCSERVER10 is the default. If you use the Viewpoint client and are installing a second copy of Showcase, you must change the Viewpoint Product Library default to specify which host library (version) to use with Viewpoint.

   Sequel Web Interface Product library - Enter the name of the library where you want to install Sequel Web Interface. Use the default, SEQUELWI. Enter the value *NONE if you choose not to install SWI. This option is only available if SWI does not exist on the IBM i.

   Esend Product library - Enter the name of the library where you want to install Esend. Use the default ESEND.

   Skybot Agent Library and Port - If you did not install the Unified Server enter *NONE to skip Skybot installation. If the Unified Server is installed enter SKYAGENT for the library and 7481 for the port number.

   Skybot Server - Enter the IP address for the server Skybot was installed onto. If you are not installing the Unified Serever, leave this value blank. For Upgrades: Enter the Skybot server IP address and port number to ensure the IBM i Agent is upgraded on the Skybot server.

   Report Title Information - Enter your company name here. This will populate the default company name value for the Sequel host Report Writer. This option is not available during an upgrade.

4. When the installation completes a screen displays showing the products installed. Be sure to apply all Showcase license keys at this time.

Installing Viewpoint (for users)

Viewpoint version 10 (the ShowCase 10 client) requires IBM i (System i, iSeries, Client) Access for Windows version V6R1 service pack SI35607 (or higher), or V7R1 service pack SI53809 (or higher) for non-Windows 10 PCs.

For Windows 10, you must first download and install IBM Access Client Solutions (ACS) Windows Application Package, and create connection definitions for your IBM i server(s). See the section, Windows 10 and ACS Support below.

You must have Showcase 10 installed and authorized for Viewpoint on your IBM i before you can use Viewpoint. The Viewpoint program on the PC does not need an authorization code.

You must download the software from the Your Account page on our website to install a new version, or update your current version of Viewpoint. For trial installs: Be sure to select and download the Crystal Reports 2011 zip file (.zip).

For First-time/Trial Installs:

1. Sign on as an Administrator to the PC, extract the Crystal Reports 2011 zip file to a work folder, and run the setup.exe file located in the DATA_UNITS\CrystalReports folder. Only do this for users who will be designing Client Reports.

   For non-Client Report designers, skip to step 3 to install Viewpoint.

2. Follow the on-screen instructions to complete the Crystal Reports installation.

   Note: Crystal Reports must be installed before Viewpoint. Also, you will be prompted to enter a Product Keycode to complete the Crystal Reports installation. Contact your sales representative to obtain your keycode before you install.

3. Locate the Viewpoint setup file (ViewPoint11_Setup.exe) downloaded from the HelpSystems Web Site.
4. Sign on as an Administrator to the PC, and run (double-click) the Viewpoint setup file to start the Viewpoint Installation Wizard.
5. When prompted to choose components, select the Custom Install option, and then check the Client Report Option feature.
   Note: If you select the Administrator component, you will be prompted to provide a password. Contact a support representative to obtain the password before you install.
6. Follow the remaining on-screen instructions to complete the Viewpoint installation.

For Upgrades:

1. Locate the Viewpoint setup file (ViewPoint11_Setup.exe) downloaded from the HelpSystems Web Site.
2. Sign on as an Administrator to the PC, and run (double-click) the Viewpoint setup file to start the Viewpoint Installation Wizard.
3. Follow the on-screen instructions to complete the Viewpoint installation.

Windows 10 and Access Client Solutions (ACS) Support

For Windows 10, Viewpoint requires IBM ACS Windows Application Package. IBM does not support the use of IBM i (System i, iSeries, Client) Access for Windows on Windows 10, and Viewpoint will not work with these older versions on Windows 10.

Follow the steps below to download and install IBM ACS Windows Application Package, and create connection definitions for your IBM i server(s).

Note: You must be registered on the IBM Entitled Software site with authorization for software downloads to gain access to the downloads pages. Contact IBM if you are having trouble finding the IBM i Access Solutions Windows Application Package.

1. In a browser, open the link: http://www-304.ibm.com/servers/eserver/ess/index.wss
2. Click the Sign In Button.
3. Enter log-in information and sign in.
4. Click My Entitled Software in the upper left corner of page.
5. Click Software Downloads.
6. Select Operating System (ie. IBM i).
7. Select Operating Release (ie. V7R1, V7R2, ..).
8. Click on Continue.
9. Select Product Number for IBM I: 5770-SS1 (IBM i).
10. Click on Continue at bottom of page.
11. Verify / select Language.
12. Click on Continue.
13. Click the hide/show option for 5770-SS1 (IBM i) to list releases.

14. Click the hide/show option to list products.

    Pick hide/show on either:

    5817: i7.1 B_GROUP1 v07.01.00,ENU,DVD

    5827: i7.2 B_GROUP1 v07.02.00,ENU,DVD

15. Select IBM i Access Client Solutions - Win AP.
16. Click on Continue at bottom of page.
17. Click I Agree to download.
18. Click Download Now.

19. To install, follow the readme.txt instructions in the Documentation folder.

    Simplified instruction: Run setup.exe from 'Image32 for 32 bit systems', or 'Image64a for 64 bit systems'.

20. Once Installed, the next step is to define your IBM i system(s): (or use Alternate Step 20 below)

    a. Start a DOS Command Window.

    b. To create a definition, run a command similar to:

    cwbcfg /r /host <<IBMiName>> /ipaddr <<198.xxx.xx.xxx>> /uid <<MyUserProfile>>

    where:

    <<IBMiName>> is the name of your IBM i host machine.

    <<198.xxx.xx.xxx>> is the IP address of your IBM i host machine.

    <<MyUserProfile>> is your IBM i user name.

Note: You cannot install a Viewpoint Server on Windows 10 as IBM ACS Windows Application Package does not provide all the required functions.

Alternate Step 20

This alternate step uses the more graphical IBM Access Client Solutions to define IBM i host connections for use by Viewpoint.

Steps 1-19 above MUST still be performed-IBM ACS Windows Application Package is required for Viewpoint, but IBM Access Client Solutions is not.

1. Download IBM Access Client Solutions from IBM at:

   http://www-03.ibm.com/systems/power/software/i/access/solutions.html

2. Once installed, start ACS, and in the Management panel, click on System Configurations, or select
   Actions\Management\System Configurations from the menu.

3. Click New to add a new system. This part works much like Client Access.

   

4. Once your systems are defined, close the System Configurations dialog, and select File\Copy Connections from the menu.

   

5. In the Copy Connections dialog, you can copy host information from ACS to the Windows Application Package and vice versa. You can also use this panel to remove unwanted connections from either.

   

6. Close this dialog when finished.

Viewpoint Dependency with Showcase

Viewpoint and Showcase require compatible versions to work together properly. Occasionally, a new version of Viewpoint requires that you upgrade your Showcase software to maintain compatibility.

Enabling the Design View Capability in Viewpoint

You can enable or disable the design capability for each user by entering the SETDFT command on a IBM i command line. See the Showcase Programmers Guide for a complete description of the SETDFT command.

When you use the SETDFT command, the Viewpoint design control is located at the top of the third page of default settings. Set it to Y for each user who is allowed to design views in Viewpoint.

Install C&DS Migration Utility

You only have to install the Viewpoint client and the C&DS Migration Utility onto a single operator/administrator PC to migrate C&DS objects to the Viewpoint Repository.

In addition, Viewpoint and the C&DS Migration Utility must be installed for each user that has saved ShowCase queries and reports locally on their PC.

When all C&DS objects, and users queries and reports have been converted and migrated, the C&DS Migration Utility can be uninstalled.

1. Locate the setup file (setupC&DS_Migration_Utility.exe) downloaded from the HelpSystems Web Site.

2. Sign on as an Administrator to the PC, and run (double-click) the setup file to start the C&DS Migration Utility Installation Wizard.

3. Follow the on-screen instructions to complete the installation.

After You Are Done

The installation process installed the following objects:

• The SCSERVER10 product library (you might have specified an alternate library name)

• The SEQUELWI product library (you might have specified an alternate library name)

• The BI_COMMON library

• The SEQUEL_TMP library used for Viewpoint and SWI processes. (created with *PUBLIC authority of *CHANGE)

• The ESEND email support library (you might have specified an alternate library name)

• The SEQUELEX library containing sample files, views, and reports

• The Skybot SKYAGENT library (if installed with the Deployment Bundle)

• The ASCSUPPORT customer support library (where applicable)

• The SEQUELREPO versioning library

• SEQUELWI and ESEND commands in QUSRSYS.

• An Apache server with the same name as the SWI product library (SEQUELWI by default) is created, and configured to use port 400, or the next port in succession if unavailable. If a server exists with the same name as the specified product library it will not be overwritten.

• The initial library list of the job description QZHBHTTP in library QHTTPSVR is modified to include the libraries QGPL, QTEMP, SEQUELWI, SCSERVER10 and ESEND.

• IFS files: Operations Navigator ESEND plug-in:

  QIBM\UserData\OpNavPlugin\ASC.ESEND

• Additional files are installed in the folders \sequel, \esend, \helpsystems, \skyagent and \rio.

• /SEQUEL/swi IFS directories for the image and icon files used in the standard Web pages created by the SEQUEL Web Interface.

• The Viewpoint Repository (/SEQUEL/swi/repository/*) in the IFS.

• Three libraries were restored to your system for use during the installation or update process: HSLOADMGR, HSLOADMGRW, and RBTCDRLIB. We don't remove them from your system in case you're doing multiple installations. You can delete them when you're finished.

  Note: You can move the library HSLOADMGR to a different system on the IBM i and use it to complete additional installs or updates. For more information, see Using the HelpSystems Product Loader on our website.

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