E1 Install Guide

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The document outlines the system requirements, installation procedures, and licensing process for installing Data Access Studio on various platforms like workstations, web servers, and Citrix.

The system must run Windows Server 2008 or greater, have at least 2 processor cores and 4GB of RAM per 20 users, and have .NET Framework 4.0, IIS 7+, and either a full JDE E1 client install or database drivers installed depending on the data source.

The document covers the installation procedures for installing on JDE E1 workstations, web servers, LAN servers, and Citrix servers.

Data Access Studio Installation Guide for

JD Edwards EnterpriseOne

5299 DTC Blvd


Greenwood Village, CO 80111, USA
www.reportsnow.com
Data Access Studio Installation Guide for JD Edwards EnterpriseOne

Contents
Supported Versions ....................................................................................................................................... 2
System Requirements ................................................................................................................................... 3
Downloading and Installing DAS ................................................................................................................... 4
JDE E1 Workstation Install Procedure ................................................................................................... 9
Web Install Procedure......................................................................................................................... 12
LAN Server Install Procedure .............................................................................................................. 21
Citrix Install Procedure ........................................................................................................................ 27
Requesting and Importing License Key ....................................................................................................... 30

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Supported Versions
This Data Access Studio Manual provides comprehensive information for installing and licensing DAS, DAS
Templates and DAS Automator. This manual describes downloading DAS from the Download Center of
the ReportsNow website and installing it to your dedicated DAS server. These instructions apply to the
following JDE E1 releases:

XE
ERP8
E1 8.9
E1 8.10
E1 8.11
E1 8.12
E1 9.0
E1 9.1+

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System Requirements
To successfully install and run Data Access Studio, your system must meet the following minimum
requirements.

Windows Server 2008, or greater


2 processor cores per 20 clients (1 processor core per 20 users minimum)
Automator requires at a minimum 2 processor cores per 20 clients
4 GB RAM per 20 clients (2GB per 20 users minimum)
Use of server side summarization requires at a minimum 4 GB RAM per 20 clients
.NET Framework v4.0 Extended Profile
IIS 7.0+
For EnterpriseOne:
Full EnterpriseOne client install Xe or higher
For External Datasources:
Appropriate 32-bit or 64-bit drivers for the targeted databases
For Automator:
Microsoft Excel 2010 or 2013 (2003 minimum). Highest version of Excel for your
organization.
Excel deployed via Office 365 ProPlus is not supported

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Downloading and Installing/Upgrading DAS


Follow these steps to download the latest version of Data Access Studio.

1. Download DASUpdate.exe from our Download Center to the DAS server.

Note: If this is just an upgrade, and you have a LAN or Web deployment, please stop the DAS
Automator and Data Access Studio services first. Kill any DASWorker.exe processes and continue.

2. Run the DASUpdate.exe you just downloaded from your DAS server and click Setup.

3. Sign into JDE EnterpriseOne into a valid environment (e.g. DV910 or PD910).

If you do not see the EnterpriseOne sign in, you either do not have the JDE E1 client installed or you are a
World customer. Please refer to the Data Access Studio install guide for World customers.

4. Once you have signed in, you will see the welcome screen, click Next.

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5. You will now see the license agreements screen. Read the agreements, and if you accept the terms
please choose I Accept the Agreement and click Next.

6. The installer will automatically find the recommended target folder to copy the installation files to.
This folder is the Data Access Studio located on your deployment server: e.g. (\\JDEIDEP\910\Data
Access Studio). Click Next to accept the default target folder.

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7. If this is the first time you are installing Data Access Studio, you need to provide the database user
and password to generate the FDASPROP table in your system data source. The installer populates
the data source field with the recommend data source.
If you are applying an update/upgrade, the installer will skip this screen as it will detect that this table
already exists.
This table is the main storage table for Data Access Studio. This is the table where all DAS stores
layouts, reports, preferences etc. DASUpdate.exe creates this table in your system data source to
ensure that DAS users have access to FDASPROP no matter which environment they sign in to.
Because there is only one FDASPROP table for your entire enterprise, you do not have to worry about
environments promotion (e.g. DV->PY->PD). After the DASUpdate.exe creates FDASPROP, it then
creates an OCM mapping for FDASPROP. This way DAS will always know where FDASPROP is located
regardless of the signed-in environment.
Once you have filled in all the fields, press Next and review the install summary.

NOTE: In order to generate this table in your system data source, you MUST have developer rights to create
tables in the data source. This would typically require a CNC username and password for the database;
otherwise you will receive an Installation Failed message.

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8. Once you have created the FDASPROP table, you may deploy DAS in one or more of the following
ways:
JDE E1 Workstation
Citrix
LAN
Web

In the Workstation deployment, your users already have a JDE E1 full client install. Your users install the
DAS client to their workstations. Once installed, DAS runs entirely from the user's workstation --
consuming resources only from the workstation and the database.
In Citrix deployment, your users do not have a JDE E1 full client install and are typically located on a WAN.
Once installed and published on Citrix, your users dial in to the Citrix server and run DAS. DAS consumes
resources from the Citrix server and database. In the DAS LAN your users do not have a JDE E1 full client
install and are located inside your LAN. Once installed, user's run DAS from a shared link. DAS consumes
resources on the DAS LAN server, the user's workstation, and the database.
In the DAS Web Server, your users are located in a Wide Area Network. Users run DAS from a web page
link (hosted by IIS, Apache or other suitable web server). DAS consumes resources on the DAS LAN server,
the user's workstation, and the database.

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Please pick your deployment option and go to that section:

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JDE E1 Workstation Install Procedure


Perform this installation if you use JDE E1 in the full client mode -- i.e. you have a full JDE E1 client install
on your workstation.

1. Once you click on Next at the install summary window, you will see this window. Click Finish.

2. After you click Finish, setup will present the installer welcome screen. Click Next.

3. Accept the license agreement term and click Next.

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4. Pick the default location the installer provides and click Next.

5. Click Install to being the installation.

6. Once the installation is complete, click Finish.

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7. To run DAS, double click on the Data Access Studio icon on your desktop and use your JDE credentials
to sign in.

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Web Install Procedure


Use Web Server configuration to deploy DataAccessStudio across a Wide Area Network. This
configuration is most generic way to deploy DAS as it will work within your LAN and in your WAN.
ReportsNow recommends that you use a dedicated machine to host Data Access Studio.
IMPORTANT! Do not use your deployment server as the DAS Web server. Also, the DAS Web Server
should be in close network proximity to the E1 database.

1. Once you click on Next at the install summary window, you will see this window. Click Finish.

2. After you click Finish, setup will present the installer welcome screen. Click Next.

3. Accept the license agreement term and click Next.

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4. Pick the default location the installer provides and click Next.

5. Click Install to being the installation.

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6. Once the installation is complete, click Finish.

7. Once DAS is installed on your web server, you need run a script to convert it from a Workstation
mode to a Web mode. Please go to Start->Run and type: rundaswebsetup and hit enter. You will
see the following window.

Fill in the fields as follows or accept the defaults and click Setup Web.

Field Description
Channel Select http.
Formatter Select Binary.
Compress Check if you want to compress the network traffic. Check this if you are running over
a slow network connection or WAN.
Encrypt Check to encrypt the network traffic. Check this if you are running over an

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unsecured network. Select from the following encryption algorithms: DES,


TripleDES, RC5, and Rijndael. Also select the key size you want for your encryption.
Higher key sizes correspond to higher security.
Listener Port The port for the DAS Server service. IMPORTANT! If you run a firewall, make sure
this port is open.
Start Port The port that the DAS Server service will start with to assign client connections
Maximum The maximum number of allowed client connections. Use this setting to limit the
Connections number of users per server as you see fit. IMPORTANT! If you run a firewall, make
sure the range of Start Port to Start Port + Maximum Connections is open. The
default setting is 10. Please increase to the number of licenses you purchased.
Lease Timeout The number of seconds a DASWorker will stay alive after a client session has
disconnected. When the client session ends abnormally, this timeout ensures that
the corresponding server executable gets cleaned up. Using the default timeout is
recommended. IMPORTANT! If your clients experience timeouts when running DAS,
try increasing the value of this parameter.
Signin Timeout Once a user signs in, this is the number of seconds the server has to create a session
for the user. If users have trouble signing in, try increasing this value. Otherwise, the
default timeout is recommended.
Idle Timeout Version 4.9 and higher. If set to a non-zero amount, this will set the number of
minutes the software will allow the client to run before automatically shutting it
down. For instance, if you set to 30 minutes, then if the web client is idle for 30
minutes, the software will issue a 20 second idle warning and then shutdown the
client -- thereby freeing the concurrent license and any system resources the client
held.
Firewall Machine Leave blank. You can fill in this field with your firewall name to troubleshoot WAN
Name connection issues.
URL The IP or machine name of the DAS Web Server.
Prompt before When you press "Setup Web" on the menu bar and this field is checked, the setup
setup program will display a message box that warns you that you are about to setup the
Web Server. Any DAS client that is connected to the existing Web server will be
disconnected.
Mixed-case Check this box if you are using LDAP security or other login authentication that
password accepts passwords that are not all uppercase.

8. During the install, ReportsNow recommends changing the service account for DAS Automator to an
admin account. This is done by going to your Windows Services and changing the DAS Automator
service from Local to an Admin account. Click OK to continue with the install.

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9. When the install is complete, it will say Setup Succeeded.

Note: If there are any errors, please go to Program Files->ReportsNow->Data Access Studio and locate
websetup.exe. Right click and run as administrator. This will open the Web Setup Window. Click Setup
Web.

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IMPORTANT: The Web Setup creates and starts a service named Data Access Studio Server in your
services. If the login for this service does not have sufficient privileges to launch process
(DASWorker.exe), then the web server will give an error when users try to sign in.
NOTE. Once you RunDASWebSetup successfully, from that point onward, every time you update Data
Access Studio on the server, the update will automatically run RunDASWebSetup.

10. The next steps describe how to host DAS using IIS. You can host DAS with other products such as
Apache.
Depending on your Windows Server Edition and IIS release, follow the instructions that match your
setup:

IIS 6.0 and earlier


Use these instructions to setup IIS on Windows Server 2000 and Windows Server 2003.
Install IIS on your DAS Web Server.
Go to Control Panel, Add/Remove Programs, Windows Components to install.
For DAS 5.3 and later: In Program Files/ReportsNow/Data Access Studio, right-click the Data Access
Studio folder. Select "Properties". Select the "Web Sharing" tab.
For DAS 5.2 and earlier: In Program Files/Dominion Software/Data Access Studio, right-click the Data
Access Studio folder. Select "Properties". Select the "Web Sharing" tab.

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Select "Share this folder".

Enter an Alias such as "DASWeb". Click OK. This will create a DASWeb virtual directory in IIS.
In IIS, allow anonymous access to the DASWeb folder.
Configure IIS to run HTTPS (encrypted HTTP) for your new virtual directory. Please have a qualified
IIS resource setup IIS security to prevent unauthorized access to Data Access Studio.

IIS 7.0 and higher


Use these instructions to setup IIS on Windows Server 2008 and higher.
Go into the Control Panel and open Internet Information Services.
Right click on Default Website and Add a Virtual Directory

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Enter an Alias such as DASWeb.


Physical Path will need to point to Data Access Studio.
For DAS 5.3 and later: Program Files | ReportsNow | Data Access Studio
For DAS 5.2 and earlier: Program Files | Dominion Software | Data Access Studio

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Configure IIS to run HTTPS (encrypted HTTP) for your new virtual directory. Please have a qualified IIS
resource setup IIS security to prevent unauthorized access to Data Access Studio.

Version 5.3 and higher:


To run DAS from a browser, type: "http://<WebServerName>/DASWeb/DASWeb.application". If you
have a slow connection, DAS may take up to a minute to load. Once DAS is loaded, the browser will
cache the downloaded information so that future sign-ons go faster. You may place DASWeb.application
as a hyperlink on a web page as well.

IMPOTANT: If you are upgrading from 5.2.


The web link in 5.3 changed from DASWeb.exe to DASWeb.application. DASWeb.application is the
standard Microsoft ClickOnce extension - so this change was necessary. ClickOnce eliminates the
DASWebSecurity piece that was necessary in DAS 5.2 and earlier. Once you have completed the
installation, please change the Physical Path in your IIS to point to the correct folder. DAS 5.3 creates a
folder under Program Files | ReportsNow | Data Access Studio. Previous versions of DAS would create
it under Program Files | Dominion Software | Data Access Studio.

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LAN Server Install Procedure

Use the LAN Server configuration to deploy DataAccessStudio within a secured Local Area Network.
This configuration is the easiest way to have thin-client deployment when you do not need to cross
over into a Wide Area Network deployment.
ReportsNow recommends that you use a dedicated machine to host Data Access Studio. IMPORTANT!
Do not use your deployment server as the DAS LAN server.

1. Once you click on Next at the install summary window, you will see this window. Click Finish.

2. After you click Finish, setup will present the installer welcome screen. Click Next.

3. Accept the license agreement term and click Next.

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4. Pick the default location the installer provides and click Next.

5. Click Install to being the installation.

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6. Once the installation is complete, click Finish.

7. Once DAS is installed on your web server, you need run a script to convert it from a Workstation
mode to a Web mode. Please go to Start->Run and type: rundaswebsetup and hit enter. You will
see the following window.

Fill in the fields as follows or accept the defaults and click Setup Web.

Field Description
Channel Select tcp.
Formatter Select Binary.
Compress Leave unchecked
Encrypt Leave unchecked

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Listener Port The port for the DAS Server service. IMPORTANT! If you run a firewall, make sure
this port is open.
Start Port The port that the DAS Server service will start with to assign client connections
Maximum The maximum number of allowed client connections. Use this setting to limit the
Connections number of users per server as you see fit. IMPORTANT! If you run a firewall, make
sure the range of Start Port to Start Port + Maximum Connections is open. The
default setting is 10. Please increase to the number of licenses you purchased.
Lease Timeout The number of seconds a DASWorker will stay alive after a client session has
disconnected. When the client session ends abnormally, this timeout ensures that
the corresponding server executable gets cleaned up. Using the default timeout is
recommended. IMPORTANT! If your clients experience timeouts when running
DAS, try increasing the value of this parameter.
Signin Timeout Once a user signs in, this is the number of seconds the server has to create a
session for the user. If users have trouble signing in, try increasing this value.
Otherwise, the default timeout is recommended.
Idle Timeout Leave it at default
Firewall Machine
Leave blank.
Name
URL The IP or machine name of the DAS Web Server.
Prompt before When you press "Setup Web" on the menu bar and this field is checked, the setup
setup program will display a message box that warns you that you are about to setup the
Web Server. Any DAS client that is connected to the existing Web server will be
disconnected.
Mixed-case Check this box if you are using LDAP security or other login authentication that
password accepts passwords that are not all uppercase.

8. During the install, ReportsNow recommends changing the service account for DAS Automator to
an admin account. This is done by going to your Windows Services and changing the DAS
Automator service from Local to an Admin account. Click OK to continue with the install.

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9. When the install is complete, it will say Setup Succeeded.

Note: If there are any errors, please go to Program Files->ReportsNow->Data Access Studio and locate
websetup.exe. Right click and run as administrator. This will open the Web Setup Window. Click Setup
Web.

IMPORTANT: The Web Setup creates and starts a service named Data Access Studio Server in your
services. If the login for this service does not have sufficient privileges to launch process

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(DASWorker.exe), then the web server will give an error when users try to sign in.
NOTE. Once you RunDASWebSetup successfully, from that point onward, every time you update Data
Access Studio on the server, the update will automatically run RunDASWebSetup.

To run DAS, create a share to the DataAccessStudio.exe under Program Files->ReportsNow->Data Access
Studio. Have your users link to this share.

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Citrix Install Procedure


Perform the Citrix install for each server that you want DAS. The Citrix server must have Citrix and a full
JDE E1 client install.

1. Once you click on Next at the install summary window, you will see this window. Uncheck the Launch
Data Access Studio setup on this machine option.

2. From your Citrix server, copy the contents of the Data Access Studio folder on your deployment
server to a local folder on the Citrix server. In the example above, you would copy the contents of
\\JDEIDEP\E910\Data Access Studio to a local folder. To install DAS, go to Add | Remove Programs and
select the setup.exe in the local folder you copied the contents to. If you are on Windows Server
2008, you can go to the command prompt and type chguser /install and then go directly to the local
folder and double click on setup.exe without having to do it from Add | Remove Programs.

3. Accept the license agreement term and click Next.

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4. Pick the default location the installer provides and click Next.

5. Click Install to being the installation.

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6. Once the installation is complete, click Finish.

Publish Data Access Studio:


Executable is: <DAS Installation Folder>\DataAccessStudio.exe
Working Directory is: <DAS Installation Folder>
Where <DAS Installation Folder> is the folder to which you installed DAS when you ran setup.exe.
To run DAS, instruct your users to run the published DataAccessStudio.exe executable.

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Requesting and Importing License Key


1. Sign in to Data Access Studio
2. You will be prompted to Request License, Import License, Cancel.

3. Click on Request License.

4. Copy and paste the information and email it to [email protected]


Once we receive the request, ReportsNow will generate a 30 day key and email you the license
file. Upon receipt, save the file to a local folder and click on Import License to import the file.

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