Getting Started

This section provides instructions for connecting to the Client Manager service on the Client system and adding data sources.

Setting up the Administrative Console

After installation, the first connection to the Administrative Console must configure the Authentication settings. The options are Simple Authentication or LDAP.
Simple Authentication requires that all userid/password pairs be added to the file that maintains this list (passwords in the file are encrypted).

For more information on setting up Authentication for the Administrative Console see the Authentication section of this guide or consult the Databridge Installation Guide.

After completing the Authentication setup, add the Client Manager service(s) to the list of servers as explained in the Add a Client Manager Service section below. Once the Client Manager(s) are added, the file will be read when the service starts, and it is preserved when a Hot Fix, Update, or Service Pack is applied.

Add a Client Manager Service

Open the left navigation menu from the () icon in title bar and click Servers, which opens the Servers page.

Make sure that the Client Manager service is running on the Client system. (For instructions, see the Databridge Installation Guide.)

To add a Client Manager Service:

1. Click ().

2. Enter the Domain Name or IP address of the Client Manager and the port number (typically 8001).

   The console will auto-detect the type of server.

3. Once the server is verified, it will appear in the list of servers on this page as Client Manager.

   This information will be preserved.

Connect to the Service

After a Client Manager is added to the list of servers, navigate to the data sources page. As a result, the console session automatically connects to the Client Manager service. From the Servers page, click the name or IP address of the Client Manager, which is a link to the corresponding data sources page.

From the Dashboard Page, which is the default page a console session starts on, select the link in the upper left corner of the group of data sources for the Client Manager to get to the data sources page for the Client Manager.

If the Client Manager is already configured, which happens when you upgrade from an earlier release, all the data sources configured in the service will appear on the screen.

When you have multiple Clients on the same machine, you can manage them with a single service. The service controls all client runs and the DBClntCfgServer program. The DBClntCfgServer program is a specialized Client that provides access to the relational database for the service and performs all Client operations initiated by the Administrative Console (except for Process and Clone commands). It also operates cooperatively with the Customize command, which allows you to perform customizations that control how the DMSII data set and data items get replicated to the relational database. When executing these commands, the program acts as a server that services the requests made by the user.

When you have multiple client machines with Client Manager services, each Client Manager has its own data source page. You need to add each Client Manager in the Servers page to make them known to the Administrative Console.

For new installations, data sources must be added to the Client Manager service before you can use the console to configure the clients, start client runs, set up scheduling for regularly occurring client runs, and issue operator commands directed at the runs. For more information, see Schedule Updates.

To add a data source to a Client Manager service

From the Client Manager data source page, click +Add in the menu bar at the top of the page. The drop-down will have the following options:

• New (Add a new data source)
• Existing (Add an existing data source)

When upgrading from an older installation that was using the service, the update can be done with either of these options:

• Install the new the software using the same working directory as the older version (applies only to an upgrade from version 6.2 SP1 or newer). Start the service, and add the Client Manager(s) to the Administrative Console.

  Warning

  If you have any questions regarding upgrading, please consult the Databridge Installation Guide and contact Customer Support .

• For a more cautious approach, create a new service with no data sources by specifying a new working directory during the installation.

  1. Copy the working directory of the data source into the new working directory and follow the process to Add a Data Source.
  2. Delete all obsolete files, including log files, discard files, and any leftover files in the root of the data source's working directory because these are present in the old working directory.
  3. Disable the data source in the older service, and use the Add Existing option to add the data source to the new service in Administrative Console.

  Once you determine that this data source is operating as expected, repeat the process for additional data sources.

For a new installation, the +Add > New option is recommended. In order to add a data source, the server to which the data source will connect needs to be added to the Servers list. If the server is not present in the drop-down list, use the Add New Server dialog to manually add the server to the Administrative Console. The Administrative Console will automatically detect whether the server is a Databridge Enterprise Server, or, a DBServer running on an MCP system. In the case of DBServer, it will also detect if the connection to the server is using TLS.

For previous command-line Client users, add your existing data sources to the Administrative Console provided that their working directories are subdirectories of the Client Manager's working directory.

Once a data source is added to the service, it sends all Administrative Console sessions (including the monitor) an event notification confirming the addition of the new data source.

Any new Administrative Console session, upon connection to a Client Manager, issues a Remote Procedure Call (RPC) to get the list of data sources that the service manages. This list will contain the data source that was added.

Add a New or Existing Data Source Dialog

See the relevant topics for information on Adding Data Sources:

• Adding a New Data Source

• Adding an Existing Data Source

Setting up the global configuration properties

Once you add a data source, the service will create its working directory and configuration file. The configuration will have all global parameters set to their default values, except for the signon section parameters that are set to the values specified in the Add New Data dialog.

After you add a data source, we recommend that you update the client configuration parameters. This update will make customizations easier because the defaults will be correct most of the time and will reduce the number of changes you need to make. To do this, select Settings > Configure to change any parameters that you want to be changed globally.

Creating a data source

After the global configuration properties are set up, run either the Customize command from the Settings menu, or the Define/Redefine command from the Actions menu for the selected data source in the data sources view. These commands create the entries for the data source in Client control tables.

Typically, you will not want to replicate the DMSII data sets to the relational data base. The first customization you will perform is to exclude some data sets from cloning and tracking.
When using the Customize command, you can do this by updating the properties of the specific data sets by setting their Active properties to Inactive in data sets view of the Customize command. For more information on setting data set properties see the Data Set Properties page.

A Define/Redefine command is not as simple; first, create the Client table by running the command. Next, create a user script that sets the active column to 0 for all the data sets that you wish to exclude, then run the command again.

If you want to filter out data sets that contain confidential or sensitive information, consider using a logical database or a filtering routine in the DBGenFormat utility on the host. The Client has no record that these data sets exist. This method is just as effective as doing this in the client by setting the active columns to 0 for unwanted data sets. When running a process command data set whose active column is 0 are not selected. So there is no cost benefit to using either of these methods, the end result is the same.

Generating scripts

Once a data source is customized using either the Customize command or a Define/Redefine command the next step is to generate the scripts files that the client uses to create tables, indexes, and the files associated with running the bulk loader. To do this, select Generate Scripts in the Actions button drop-down found on the menu bar of the data sources page.

Cloning DMSII data sets and tracking changes

To clone a DMSII database, select Process from the Actions drop-down for the data source. This command instructs the Client Manager service to launch a DBClient run that executes a process command.

This run creates the tables and stored procedures (if applicable) for all the tables associated with the data sets whose active column is 1 in the DATASETS Client control table. (This is reflected in the Active property of the data sets.) To clone specific data sets, select the Clone command from the Advanced button drop-down for the data source.