API PRO 9 Installation Guide
API PRO 9 Installation Guide
Installation Guide
This installation guide will advise you on how to install the API PRO 9.
Computerized Maintenance Management System.
This guide contains first the recommended deployment scenarios. It is then
followed by effective installation steps, with dedicated chapters for each of
the supported type of database (ether Progress, Microsoft SQL Server or
Oracle). In the end, there is a chapter related to Advanced configurations.
Installation process
The API PRO installation process consists of the following steps:
1. Planning of the installation
This chapter describes the API PRO product and it presents different
installation options available. It also includes the hardware and software
requirements before installing and configuring the environment.
2. New installation of API PRO 9 and updates
This chapter describes the steps how API PRO is installed and initially
configured. It assumes you run a new installation. If there is an update
from an earlier version, you need to read first the dedicated guide for the
data and system migration.
3. Licensing and module access
This section is required when additional user licenses are required or the
trial access has expired.
4. Advanced configuration
It provides vital information on making backups of the database, as well as
administration tasks of Open Edge database.
The API PRO can be installed and configured in many ways, depending on
platforms and databases. The configuration of the deployment could vary
from a client-server application to a distributed Application Server
environment. There is a dedicated chapter to describe these options, including
the most common installation scenarios.
Deployment scenarios
API PRO is a client - server system, where the client application is distinct
from the database application. Even if there is a single user install, without a
physical server as hardware, there will still be installed API PRO server and
API PRO client applications.
These are distinct applications and they could be started and stopped
independently.
Important note: The database process does not stop automatically
when the last user logged out of the system. It has its own
commands to start and stop.
During normal operation of the system there is no need to stop the database
process. This is normally only needed when software upgrades are made,
when a copy of the database must be made, etc.
There are more installation scenarios and here we present the most common 5
ways.
The API PRO has more software and hardware requirements and different
ways the system could be installed and deployed. Before the API PRO
installation is started, please read first the Planning chapter, to ensure all
required prerequisites are fulfilled.
This chapter of the installation guide has to be followed sequential, and at the
beginning of each section would be made a note in case is possible to be
skipped.
When you continue, you must enter the type of installation and the
destination and the destination should be a place where users cannot get to the
data directly.
Suggestion: To easier follow the installation process and have a
standard setup we recommend using D:\APIPRO\APISERVER9 as the
root directory for the installation.
Destination directory should be defined under the root of the installation, and
we recommend to be D:\APIPRO\APISERVER9\DLCWIN. The same for
working directory, where the log files for server tools are saved, where we
recommend to be D:\APIPRO\APISERVER9\DLCWORK.
The installation should be done on a non-operating system drive.
Select the program group where you want to install the shortcut for Progress
OpenEdge. It is recommended to select the default “OpenEdge”.
You must select a language and a default language for the Progress
OpenEdge software.
Note: To easier provide support, and have the platform available to
different users, we recommend that you install English -
International as default language. This will not influence the
language of the API PRO system itself.
If you for example select “German” as the default language, all error
messages will be in the select default languages. This might be convenient for
the users, but it will be impossible for the API PRO support department to
help when these kind of error messages appear.
The installation program will now ask you to confirm the installing product.
Questions can occur during this process – answer what’s appropriate in the
situation (typically answer No)
Press “Finish”
WARNING: Do not confuse the Progress Server software with the Progress
Client software. These should NOT be located in the same location.
The box “System variable” already contains a PATH parameter. You shall
APPEND information to this parameter informing where the Progress
SERVER software is installed INCLUDING the ...\bin directory (ex: …;
D:\APIPRO\APISERVER9\DLCWIN; D:\
APIPRO\APISERVER9\DLCWIN\bin).
The installation tool will guide you through the installation process.
If the Admin Server service is running, you will get the following screen:
By default it comes with the backup option enabled. In case this is a new
installation, this backup is not necessarly. If it is an upgrade, we highly advice
you to make the backup.
Before starting this section: This section would not be used in case you
have selected Microsoft SQL Server or Oracle as data storage for API PRO.
By default, the application comes with Progress server as native support for
data.
The API PRO installation comes with 2 different Progress databases and you
need to select one of them:
Before starting this section: This section would not be used in case you
have selected Microsoft SQL Server or Oracle as data storage for API PRO.
By default, the application comes with Progress server as native support for
data.
Before starting the OpenEdge Explorer, please ensure the Windows Service
"AdminService for OpenEdge11.7" is started.
Please ensure the collation is properly defined. If the system should not
run with the default collation setting (default basic / international version),
please follow first the steps to change the collation, as defined in the Change
collation settings section.
When you have copied the database files to the database server, you must
configure the tool that is used for starting up and shutting down the database
server. This can be done with the OpenEdge Explorer. This tool can be found
as a shortcut in the various Progress OpenEdge tools after installation of the
Progress OpenEdge server software.
When the OpenEdge Explorer is started, the next screen will be displayed. It
is important to fill in all red fields.
Let also the “Autostart of OpenEdge explorer” to be enabled.
Important note: Please set the password in a safe place and make
sure you remember it during the installation process!
Enter the basic settings for the database. Define the Display name of the
database (ex: API9LIVE) and the path to the database file (ex:
D:\APIPRO\APISERVER9\DB\LIVE\api3.db).
Set the ‘Database Broker Type’ to 4GL. Define the ‘Database port’ to an
available port (ex: 2550) and then click on Submit.
Note: The database name is case sensitive, so please name it with lower
cases: api3.db.
After the details are saved, scroll and click on the next link
(servergroup.api9live.defaultconfiguration.defaultservergroup),
and then Edit button.
Open again the Server Group configuration window of the already defined
database, and click on Create.
For making the further configuration of the ODBC connection, please read
the API PRO Installation add-ons manual, “ODBC” section.
Before starting this section: This section would be used only in case you
have selected Microsoft SQL Server as data storage for API PRO. By default,
the application comes with Progress server as native support for data.
Installation overview
This section describes the actions you need to apply, followed by the next
section which describes the process in a step by step manner.
The installation will start by creating a new SQL Server
database and also a new DB user. It is recommended to use the
same name for the database and the user, e.g. apidb.
When configuring the ODBC connection please use the same name for the
data source, e.g. apidb.
There are six default configuration sets on installation DVD:
− Microsoft SQL Server 2012 (located on the DVD in \PRO-DB\MSS2012).
− Microsoft SQL Server 2014 (located on the DVD in \PRO-DB\MSS2014).
− Microsoft SQL Server 2016 (located on the DVD in \PRO-DB\MSS2016).
− Microsoft SQL Server 2012 with support of case-sensitivity in unit fields
(located on the DVD in \PRO-DB\MSS2012\CSUnit).
− Microsoft SQL Server 2014 with support of case-sensitivity in unit fields
(located on the DVD in \PRO-DB\MSS2014\CSUnit).
− Microsoft SQL Server 2016 with support of case-sensitivity in unit fields
(located on the DVD in \PRO-DB\MSS2016\CSUnit).
Each configuration set includes the schema holder (files apipro.*) and the
corresponding SQL script (files
APIPRO9-OE116-MSS201X-SNAC11-CI-AI.SQL or
APIPRO-9000-MSS201X-Latin1_General_100_CI_AI.SQL).
MS SQL Server with − Logon with the new login and check the
owner rights on default database is correct (API9LIVE)
API9LIVE database
− Load and run script file.
Client configuration Make ODBC connection
How to install
In this section it is included a ‘simple’ walk through of the set-up above. The
walk through is based on a set-up with Windows MS SQL 2014 Express
running on Windows 2012 R2. The same steps should be followed on the
other SQL versions supported.
Create a database
Start by opening the SQL Server Management studio, and connect with the
system administrator rights. Create a new database and specify the name of
database.
Note: Use a name that has a reference to API PRO. Could be for example
apidb as used below.
A number of lines with “Warning! The maximum key ….”, “Msg 208, Level
16 ….” And “Msg 156, Level 15 …” will be reported during the execution of
the script. These can be ignored if they are similar to the ones in the 2 screen
shots below:
Important note: This driver may not come by default. If not available, you
need to install SQL Server Native Client 11.0 ODBC Driver, available in
Microsoft SQL Server 2012 Feature Pack (https://www.microsoft.com/en-
us/download/details.aspx?id=43339).
Install platform specific driver (in the example below, x64 edition):
Click on the button “Test Data Source…” to verify connection to SQL Server
was properly set.
API PRO 9 offers support for Oracle Database Server, versions 11g and 12c.
Codepage setting
API PRO 9 uses the codepage UTF-8, therefore Oracle instance and the
Oracle client should be configured to AL32UTF8.
Important note! SQL scripts included in this section, do not refer to the new
option “Container database”. If this option is enabled, the scripts would need
to be slightly modified.
Note: You can use this default size (500 Mb) for a newly installed API PRO
system. If you are migrating from an API PRO system that uses a Progress
OpenEdge database, the size of the Oracle database should be estimated as 3
times the size of the Progress OpenEdge database-file.
Note: DBA access right is always too powerful. It is mentioned here only to
have a simple script. However, API PRO user should have a more limited set
of access rights.
Cursor settings
Logon with the user sys (with SYSDBA access rights) and run the next SQL
command. This would increase the number of opened cursors.
ALTER SYSTEM SET OPEN_CURSORS=3000 SCOPE=BOTH;
Important notes:
Observe that to be able to run the Form Design Module .Net V1.1 or newer
should be installed. This needs to be installed before installation of the API
PRO client.
The client software should always be installed on one of the client machines
and not directly on the database server. Refer to the Planning of the
installation to find out what packages should be applied to the architecture
you are using for API PRO
If you choose ‘Install API PRO Server Image’, the following screen will
appear (if the tool does not start up automatically, then you can execute the
program ..\APIPRO\UnCompress.EXE in the root directory on the API
PRO DVD):
The client software can be installed on the database server itself, a dedicated
file server or on the client machine itself. If the client software is installed on
the client machines itself, then this must be done on each single client
machine. Otherwise you should make this installation only once on the file
server.
Note:We strongly advise you to install the software in a directory called
APICLIENT\API9_ [Type of installation – Live / Test / Training etc.].
Click ‘Unpack image’. The program will start copying files of the API PRO
9 Client software to your client machine. Wait until the following message
appears and click OK:
If available, the Service Pack is a ZIP file that must be unzipped in the
APIPRO9 directory of your Client installation.
When saving, the system will give you a warning that the port number 3090
is already in use - click OK.
Parameter Value
Server start-up -pf D:\APICLIENT\APIPRO9\WORK\as-live.pf
parameters
PROPATH D:\APICLIENT\APIPRO9\WORK,
D:\APICLIENT\APIPRO9\CUSTOM,
D:\APICLIENT\APIPRO9\XCODE
Maximum port 2502
number
Server logging level Error Only
Initial number of 0*
servers to start
Minimum servers 0*
Maximum servers 60**
**Recommended to be 3 x Number of user licenses
*The initial and minimum values must be set to zero because if the app-server
service tries to start before the database is started, the DB will not be found
and user will get an error.
Once started, the server will show the status Active, and a process ID (PID)
will be displayed.
“script-name” is the name of the script. Use one of the following values: ansi,
default, symbol, shiftjis, hangeul, gb2312, chinesebig5, oem, johab, Hebrew,
Arabic, Greek, Turkish, Vietnamese, Thai, Eastern Europe, Russian, or
Baltic.
Do not enclose the value in quotes.
Baseline
The package includes all the tools required to run API PRO 9 client
application, such as (CodeJock, OpenEdge ODBC Driver etc.).
Important note: This package is generic, and it does not include API PRO 9
interfaces, or specific API PRO settings. It should be applied to all client
installations (even on the server, if the supervisor client application is
configured).
If you have an older version of the baseline installed locally, it is
important to first uninstall it.
At client boot, the “Client initiator” will ask the AppServer for any new
changes and through this handshake ensure the image of the application
stored locally is fully up to date.
If your database is not running currently, you should start database server,
using OpenEdge Explorer.
So now you are ready to compile your system. The tool is located in the
APIPRO9\SETUP directory.
When you execute this tool, the whole API PRO system will be compiled.
For a sample log file, please check the Appendix – Client compilation log
sample.
Only for systems having a SQL Server or Oracle Database, you need to
follow the next section "Loading data". This would enable to load the initial
data for the system.
Start the API PRO 9 system, by running the command file found in the client
folder (D:\APIPRO\APICLIENT\API9_LIVE\SETUP\APIPRO.CMD)
Note: Initial run of the application is usually slower, being executed several
corrections and initialization programs, which may take some time to execute.
Soon after the initial run, application asks to install the API PRO license
codes (see below the window). For more details, see chapter Licensing and
module access code.
After license codes are successfully checked, on the first run, the system may
run initialization actions internally, which could delay the first display. Once
the login screen is display, enter ID “SUPERVISOR”, with no password.
Security note:This user has the role of system administrator and it is highly
recommended to set a password.
Change the key of the currency to reflect the default currency to be used for
the default legal unit. In most of the cases USD currency should still exist in
the system. This should be added using the standard way, as a new currency
After save, edit the other fields too (e.g. Name, Last change).
Important note: After this change, close the application and re-open it. The
new currency will be considered as system currency.
Change the key and name to better match the needs of the installation. Here is
an example where the key and the name have been changed.
Installation
To make the installation follow the next steps:
Apply the following to the start of the common login file on the server
(%SYSTEMROOT%\SYSTEM32\USRLOGON.CMD) – substitute {drive}
with the actually drive letter:
In order to reflect the new location of the user’s temporary directory the –T
parameter should be changed to:
-T X:\
in the following pf files:
Apipro.pf
Rb.pf
Autocomp.pf
Name: APIPRO
Choose application type: Explicit
Command line and working directory:
{drive}:\APIPRO7\dlcwin\bin\prowin32.exe -pf apipro.pf -
ininame apipro.ini
{drive}:\APIPRO7\work
After creation of the published application – logon with one of the users that
you have allowed access to API PRO.
To redirect your local port to a port in the Citrix environment. Afterwards you
must off cause reconfigure API PRO to reflect the new com port. So if you
redirect your local com1 to com3 on the Citrix sever (actually the Citrix client
session) you must change for example the barcode reader com1 to com3 –
because this is the way it is seen from inside your Citrix client session.
Additional notes.
As always the involved companies support pages on the internet is
interesting. For example, the following Progress Knowledge base entries will
give you some hints on what to do to increase performance:
- 19842 Tuning Progress on MetaFrame/WinFrame and Terminal
Server.
- 18341 MetaFrame and Terminal Server Installation Notes
Click OK button to close this property window and proceed to extract the
content.
Uninstall following programs if they exist.
✓ API PRO – Progress OpenEdge ODBC-driver – Version : 11.6.3.0
✓ API PRO – Progress OpenEdge and other required components –
Version 11.7.1.0
Destination path:
To run application updates, you need to follow first the dedicated guide – API
PRO Client Server Management. This guide contains the installation and
usage details. This presents in details the update instructions.
Each package release, containing an accumulated list of fixes for more issues,
comes with a short instruction on applying it. To install the update with the
help of CSM, follow the next steps:
1. Download the update file from FTP address (e.g. APIPRO-ACCUM-
9000.01.zip)
2. Use the option <Load & deploy> in the Client Server Management tool
to upgrade the application. Choose the downloaded zip archive and wait
until the Load, Compile and Deploy areas are coloured in green.
3. Restart client
If you want to proceed with importing new license codes, press Ok button.
The window appeared is a list of all modules with the access codes, supported
by your license.
When you have installed an evaluation system and you have received new
official licence codes without an expiry date. In this case, you can still enter
the system.
In both cases you must have received new API PRO license codes in a file
from your local API PRO distributor.
<New+>
When your use the <New+> button you can write the new access codes in the
Enter new code box and the new module access codes will be added to the
list. The existing data will NOT be deleted, but edited in case you edit on an
already existing module.
You should click the <OK> button and you must start the API PRO system
once again from your desktop and the following window will appear:
Here you can import the licence codes from the file that you have received by
pressing the <Import> button.
Then you press the <OK> button and the following message will appear:
From here, you must follow the same steps as when your evaluation system
has expired.
*Where C means the selected component can be installed with the Progress
OpenEdge client software, and S means that the selected component can be
installed with the Progress OpenEdge server software.
Once you have selected one database, copy the full folder content to a local
path – recommended to D:\APIPRO\APISERVER9\DB\LIVE and D:\
APIPRO\APISERVER9\DB\TEST.
Note: The location of the database will be dependent on your existing backup
routines. Please be aware that you cannot simply copy the API PRO database
onto a tape, you will have to set-up a backup routine for this. Please read
Section OpenEdge database administration tasks for more information.
The following steps are very important not to forget, since API PRO 9 is
based on specific collations (types of sorting) for each country.
Important note: Oracle collation/sorting and OpenEdge collation don’t
match. If you use the underscore symbol (“_”) to create key values, you may
face the sorting/navigation problems. Also when order in Oracle, SQL
statements and OpenEdge ABL code might not result in same data or data in
the same order. This is especially true if the requested data comes sometimes
from temp-tables and sometimes directly from database. So if running with
Oracle (or MS SQL) please use only A-Z and 0-9 symbols for key values to
avoid collation problems.
Now do we need to load the correct df file in order to obtain the right
collation. Look in the location where the Progress OpenEdge server software
is installed and find the right df file.
Last step is to run Proenv, by selecting Start Windows menu and select
Proenv tool.
where:
ODBCDSN – will be replaced by the ODBC connection
name (ODBC System DSN 32 bits)
USERID, PASSWORD, and PATH will be updated
with the local settings
where:
APIPRO/APIPRO and PATH will be updated with the
local settings
This section describes what should be done to load initial data into the API
PRO 9 system. This applies to empty SQL Server or Oracle databases.
Progress databases, included in the installation DVD, comes with all required
initialization data.
To load API PRO 9 dumped or initial data to API PRO 9 database, use
LOAD.CMD file (found in the folder ...\APICLIENT\APIPRO9\SETUP\).
In this screen, you could select
− the folder from the installation DVD: …\PRO-DB\InitialDataDump.
On-line backup
On most server platforms with Progress OpenEdge databases (except for
single-user) it is possible to make an on-line backup of your API PRO
database. The advantage of an on-line backup is that you can continue
working with the API PRO system while the backup is made. To you make
an off-line backup, you need to always shut down the database before
you start the backup!
On all API PRO systems with a MS SQL or Oracle database, we suggest that
the product backup procedures are used to make a backup of the API PRO
database. We refer to the product documentation for more information about
this.
The on-line backup of the API PRO database can be made with the special
Progress OpenEdge backup tools. For detailed documentation about this tool,
we refer to the ‘OpenEdge Data Management - Database Administration’.
Here we will give some hints, which are useful, when you want to make on-
line backups of the database.
Note: There might be many reasons why your backup may not work correct.
The only guarantee you have that your backup procedure works correctly is to
restore the backup and test the database.
Option 1:
The database is a “standard” database (d1,b1 and db)
Make probkup (with the original api3.st – NOT the new api3.st).
Install the modified api3.st file in the directory where the database is located.
This is how the api3.st file could look like for a database with 4 extents of 1
GB and one variable extent of up to 2 GB:
#
b api3.b1
#
d "Schema Area":6,32 api3.d1 f 1048576
d "Schema Area":6,32 api3.d2 f 1048576
d "Schema Area":6,32 api3.d3 f 1048576
d "Schema Area":6,32 api3.d4 f 1048576
d "Schema Area":6,32 api3.d5
Now move the original database (the files api3.b1, api3.d1, api3.db and
api3.lg) to a different directory.
Make prorest. This will force the database to get the new big size.
Option 2:
Database is located on D:\APIPRO\APISERVER9\DB\LIVE\api3.
Open Proenv command and go to D:\APIPRO\APISERVER9\DB\LIVE
REMEMBER to install api3.st in the directory where the restore of the backup
is to be done! Furthermore, modify the path names in the api3.st file to reflect
the new directory.
File permissions
File permissions include Full Control, Modify, Read & Execute, Read, and
Write. Each of these permissions consists of a logical group of special
permissions. The following table lists each file permissions and specifies
which special permissions are associated with that permission.
Note: When using environment, you would need to ensure that variable is set
to all small letters and that EVTLEVEL is all caps. In this way, Windows will
recognise the setting.
Example
Startup parameter -evtlevel brief # Only errors and warnings written to
event log
Environments EVTLEVEL brief
Note: No user should be logged on the database while proceeding with this
configuration.
Note: You may also select another service port, but then you must remember
to make this change consistent all through this documentation.
This command will ask Progress to start the database. If the task is successful,
the following response will appear in the command-prompt:
This confirms that the database is started, which makes the existing shortcuts
to API PRO invalid.
Collation codes
This is the list of collation codes supported by default.