CMMS OptiMaint - Installation and Update Procedure
CMMS OptiMaint - Installation and Update Procedure
Installation
and Update procedures
TABLE OF CONTENT
INSTALLATION ................................................................................................................................... 5
UPDATES .......................................................................................................................................... 11
NETWORK VERSION - SQL Server / Oracle / DB2/400 / Sybase / MySQL / PostgreSQL .......... 12
Update on the server .................................................................................................................. 12
Update on Client PC’s ................................................................................................................ 13
UNINSTALL ....................................................................................................................................... 14
TOOLS .................................................................................................................................................. 18
As for any management application, it is essential to proceed to a backup copy of the database before
any action.
In the same way, it is imperative to perform daily backups of the database and to ensure their validity.
Any migration of database must be realized by Apisoft, to ensure data integrity and compliance
management. Otherwise Apisoft disclaims any responsibility.
Any direct update of the database without using import tables is prohibited. Otherwise, Apisoft
disclaims any responsibility.
NEW VERSIONS
All the new versions are available for download in the users club on our website: www.optimaint.com
VERSIONS
To follow the evolutions, OptiMaint and its database have their own version number.
6 . 1 . 5
The first two figures of the versions of the software and the database must always be identical. An
automatic check ensures this concordance.
Please note: By default, the trial version has an Access database but you can test our software with
other types of database (see: other installation procedures)
Please note: By default, the stand alone version has an Access database but you can test our
software with other types of database (see: other installation procedures)
Installation on a server
The following databases are compatible with OptiMaint: SQL Server (version 97 at least), SQL Server
Express (version 2005 at least), Oracle (version 8 at least), Oracle Express (version 10G at least),
DB2-400 (for AS400), Sybase, MySQL (version 5.0.37 at least), PostgreSQL (version 8.2.3 at least).
Requirements:
The following procedure requires skills in DBMS.
The DBMS must be installed and configured.
The ODBC driver must be configured and operational.
The reference version of MySQL for OptiMaint is the version MySQL 5.0.37. The compatibility is
guaranteed from this level of version. In any case, the MySQL 4 versions are not compatible with
MySQL OptiMaint.
Caution: To open the script files, it is Mandatory to follow this procedure: Menu File > Open
Script then when choosing the type of file, select “Any File ANSI Assumed (*.*)”. Then select
the script file to be open and validate.
- Then execute the script file “CreateDemo_MySQL.sql“ which will create all data of the
bogus company DEMO as well as the needed basic parameters to use correctly
OptiMaint. Caution : Before opening the script in the request editor for a database with
UTF8 encoding, proceed as follows : in Windows Notepad, open the file CreateDemo_
MySQL.sql, and record it again after adding the option UTF8 Encoding.
- Then select the file to open and valid.
The reference PostgreSQL version for OptiMaint is the version 8.2.3. The compatibility of OptiMaint
is guaranteed from this level of version.
For your information, the minimum reference components required are the following:
DBMS engine: postgresql-8.2.3-1.zip
Administration tool : pgadmin3-1.6.3.zip
ODBC driver: psqlodbc-08_02_0300.zip
Caution: For PostgreSQL version 9.0.X, the ODBC driver PgSQL 9.00.0101 is the highest version
recommended and tested for OptiMaint. The next version 9.00.0200 must no be used.
Caution
Creation of a data source for 64 bits OS:
Use a dedicated ODBC Data Source Administrator in 32 bits and not the Administrator 64 bits
proposed by default
The 32 bits ODBC Administrator is located in: C:\Windows\SysWOW64\odbcad32.exe.
We advise to create a shortcut for the 32bits ODBC data source on your desktop.
Then create OptiMaint ODBC data source WITH this driver (before delete the one created with the 64
bits).
- From the Windows Control Panel, select ‘Administrative tools’, then ‘Data sources (ODBC)’
- Click on the thumbnail ‘System DSN’, then click on ‘Add…’
- Select the ODBC driver ‘SQL Server’ in the list and click on ‘Finish’
- Type ‘OptiMaintSQL’ in the Data Source Name field
- Type the Name or IP address of the SQL server in the Server field. Then click on ‘Next’.
- Select the option ‘With SQL Server Authentication using a login ID and password entered by the
user’ and type your login ID (by default ‘sa’ without password) in the field “Login ID”. Then click
on ‘Next’.
SQL Server
- Click on ‘Change the default database to’ and select ‘OptiMaint’ in the list before clicking on
SQL Server Express
‘Next’.
Microsoft
Caution: according to the date format used by the version of SQL Server, you may have to select
the option “Change the language of SQL Server System messages to“.
If during installation the selected format was dd/mm/yyyy (french version) let the option unchecked
(language=French), otherwise if the selected format was mm/dd/yyyy, tick the option and select
English”).
- From Windows Control Panel, select ‘Administrative tools’, then ‘Data sources ODBC’
Oracle - Click on the thumbnail ‘System DSN’, then click on ‘Add…’
Oracle Express - Select the ODBC driver ‘Oracle’ in the list and click on ‘Finish’
- Type ‘OptiMaintOracle’ in the Data Source Name field and then indicate the ‘Service Name’ and
Minimum required: the ‘User ID’ defined at the configuration of the Oracle server
version 8 - Click on ‘OK’ to create the new data source.
- From Windows Control Panel, select ‘Administrative tools’, then ‘Data sources ODBC’
- Click on the thumbnail ‘System DSN’, then click on ‘Add…’
- Select the ODBC driver “Sybase” and click on ‘Finish’
- Type ‘OptiMaintSybase’ in the ‘Data Source Name’ field
- Type the Name or IP address of the Sybase server in the Server field. Then click on ‘Next’.
Sybase - Type OptiMaint in the field ‘Data Name’
- Test the data source by clicking on the corresponding button
- Click on ‘OK’ to create the new data source
The following error might occur: « Sybase does not allow than one active statement when retrieving results
without a cursor » . If so, please modify the OBDC driver’s configuration parameters. The parameter ‘Method’ is
by default ‘1’ (direct). Change its value by ‘0’ (cursor).
- From Windows Control Panel, select ‘Administrative tools’, then ‘Data sources ODBC’
- Click on the thumbnail ‘System DSN’, then click on ‘Add…’
- Select the “Client Access ODBC driver” and click on ‘Finish’
- Type ‘OptiMaintDB2’ in the ‘Data Source Name’ field in the thumbnail ‘General”
DB2-400 - In the thumbnail ‘Server’, type ‘OPTIMAINT’ in the field ‘Default SQL Schema or Library’ and
(pour AS400) select “Use ODBC access mode, Call allowed” as the “Connection type”
IBM - Click on lick on the ‘Advanced’ button
- Select the option ‘Read uncommitted (*CHG)’ in the ‘Commit mode’. Click on ‘OK’
- To avoid the difference between Up shift and Low shift, go to the thumbnail ‘Language’ and
select ‘Sort based on language ID’ as the ‘Sort type’ and ‘Shared-Weight’ as the ‘Sort weight’.
- Click the button ‘OK’ to create the new data source.
- From Windows Control Panel, select ‘Administrative tools’, then ‘Data sources ODBC’
- Click on the thumbnail ‘System DSN’, then click on ‘Add…’
- Select the ‘MySQL ODBC driver’ and click on ‘Finish’
- In the field ‘Data Source Name’ type ‘OptiMaintMySQL’
MySQL - Type the Name or IP address of the MySQL server
- In the field ‘User’ type the user (‘root’ by default) and password
- Select the database ‘OptiMaint’ (created before on the MySQL server)
- In the field ‘Data Name’ type ‘OptiMaint’
- Test the data source by clicking on the corresponding button
- From Windows Control Panel, select ‘Administrative tools’, then ‘Data sources ODBC’
- Click on the thumbnail ‘System DSN’, then click on ‘Add…’
PostgreSQL - If the coding of the database previously created is SQL_ASCII, select the PostgreSQL ANSI
driver in the list. If the coding of the database is UFT8, then select the PostgreSQL Unicode
driver.
- In the field ‘Data Source Name’ type ‘OptiMaintPostgreSQL’
Please note: To allow the client PCs to connect to PostgreSQL Server, they have to be explicitly
authorized to do so in the configuration file ‘pg_hba.conf’.
The file is available on the server in Menu Programs | PostgreSQL. Then at the bottom of the page, you just
have to add a line such as: host all postgres 0.0.0.0/0 md5
(This is the less restrictive example. For more restrictions, please mention the users and/or the IP addresses. For
more detail, see PostgreSQL documentation).
Finally please check in the configuration file ‘postgresql.conf’ that the parameter ‘listen_addresses’ is activated
(no # character) and is equal to ‘*’.
C) Installation of OptiMaint
SQL Server
Select the ID (by default ‘sa’) and the password (if needed) of the connection user
SQL Server Express
Microsoft
Oracle Select the ID (by default ‘dbo’) and the password (if needed) of the connection user. Caution:
Oracle Express The same User ID will always be used for updates.
Sybase Select the ID (by default ‘sa’) and the password (if needed) of the connection user
MySQL Select the ID (by default ‘root’) and the password (if needed) of the connection user
Select the ID (by default ‘postgres’) and the password (if needed) of the connection user, and
PostgreSQL
also the schema (public by default).
Initialization utility
Init Registre.exe Reinitialize information related to the database configuration
fro OptiMaint
register base
OptiMaint user
sessions Sessions.exe Close some running sessions
management
Internet
communication apisoft.exe Remote support through internet
tool
- Install OptiMaint :
Same process as for the server installation
As for any management application, it is essential to proceed to a backup copy of the database
before any action.
- If the transaction monitor is used for interfaces with OptiMaint, execute this task to
empty the corresponding tables
- Close all running programs
- Save the complete database
CAUTION:
The scripts’ launching must follow the versions’ order.
For instance, to upgrade from version 5.4.2 to 6.1.5 with an SQL Server database, the
scripts have to be launched following this order:
o Update_600_SQLServer.sql
o Update_610_SQLServer.sql
Please note that script Update_xxx_xxx_Log.sql only has to be executed if you have
OptiTrace module (See the specific installation procedure for OptiTrace).
- If you do not use TableSpace to store indices, or if this TableSpace has not been
named INDXMAO, the scripts must consequently be modified before you execute
Oracle
them.
- You always have to use the same User ID for updates.
- If the version number to be installed is different from 0 (the last number of the
version), launch ‘Majbase.exe’ again and click on validate to execute the updates
of the last reviews.
For instance, to upgrade from version 5.4.2 to 6.1.5 with an SQL Server database, the
final scripts have to be launched following this order:
o Update_600_End_SQLServer.sql
o Update_610_End_SQLServer.sql
l
Follow the same procedure as the one described above for the server.
Installation of OptiMaint:
Same procedure as the one described above for the server.
To uninstall OptiMaint:
OptiMaint is now removed but for some security reasons, the database remains.
- In case of a Microsoft Access database: from the Windows explorer, delete the installation
folder of OptiMaint and all its content (by default C:\Program Files\Apisoft\OptiMaint)
- In case of another database: follow the adequate procedure given to the DBMS. The scripts
located in ‘Setup\Database\Delete\’ on the Cd-Rom or downloaded from the user club (on our
website www.optimaint.com) enable to delete all the tables and indices of OptiMaint database.
Then the server administration utility enables to delete completely the database.
Please note: The scripts named DeleteDemo_xxx.sql enable to delete completely a company
in OptiMaint database (replace ‘Demo’ code by the code of the company to be delete in the
script before executing).
Requirements:
The following procedure requires minimum skills in DBMS.
DBMS must be installed and configured.
ODBC driver must be configured and operational.
Execute the script files (*.sql) corresponding to your database and located on the Cd-Rom in
‘Install\OptiMaint\Setup\Database\Create\’ or downloaded from the user club) on our website
www.optimaint.com) and follow the procedure:
For OptiMaintJ, the MySQL reference version is MySQL 5.0.37. The compatibility is guaranteed
from this level of version. In any case, the MySQL 4 versions are not compatible with OptiMaint.
MySQL
For your information, the minimum reference components required are the following:
Caution: To open the script files, it is Mandatory to follow this procedure: Menu File > Open Script
then when choosing the type of file, select “Any File ANSI Assumed (*.*)”. Then select the script file
to be open and validate. Then execute the script file “CreateDemo_MySQL.sql“ which will create all
data of the bogus company DEMO as well as the needed basic parameters to use correctly
OptiMaint.
PostgreSQL
The reference PostgreSQL version for OptiMaint is the version 8.2.3. The compatibility of OptiMaint
is guaranteed from this level of version.
For your information, the minimum reference components required are the following:
DBMS engine: postgresql-8.2.3-1.zip
Administration tool : pgadmin3-1.6.3.zip
ODBC driver: psqlodbc-08_02_0300.zip
Initialization utility
fro OptiMaint Init Registre.exe Reinitialize information related to the database configuration
register base
Initialization utility
for OptiMaint user Init Sessions.exe Close all running sessions
sessions
OptiMaint user
sessions Sessions.exe Close some running sessions
management
Internet
communication apisoft.exe Remote support through internet
tool
OptiMaint mobile
Optimaint_PDA.exe PC side of the PDA Module
station
www.optimaint.com
[email protected]
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