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Client Server Encyclopedia User Guide
Legal Notices
CA Technologies Product References
Contact CA Technologies
Documentation Changes
Client Server Encyclopedia Basics
Using the Client Server Encyclopedia
Servers and Clients
Server Characteristics
Coordination Server
Encyclopedia Server
Construction Server
Client Characteristics
Client and Server Components Interaction
Coordination and Encyclopedia Servers and Databases
Client and Server Interaction
Differences between CSE and Host Encyclopedia
Subsetting
Using the Public Interface
Encyclopedia Communications
Model Families
CSE Installation and Configuration
Installing and Configuring CSE
Prerequisites for CSE Installation and Configuration
Upgrading from Previous Versions
Database Configuration Options
Models
Set up a New Installation in a Different Location
Versions
Shut Down the Server Environment
Test the Software
CSE Installation Overview
Clients
Servers
Message Dispatcher
Message Dispatcher Service Option — CSESvcMD Service
Communication Protocols
TCP/IP
Hostnames and IP Addresses
CSE Message Dispatcher and Remote Daemon Server Names
Configuring the Environment
Basic Configuration
Prerequisites for CSE Configuration
Configuration/Operation Accounts
Windows
UNIX
Configuring Communications Protocol
Configuring TCP/IP Connections
Altering the HOSTS File for Windows and UNIX Servers
Altering the SERVICES File for Windows and UNIX Servers
Configuring Databases
New Encyclopedia and Coordination Databases
Upgrading Encyclopedia and Coordination Databases
Create Microsoft SQL Server CSE Database
Oracle CSE Tablespaces
Create Oracle CSE Database
Considerations for Moving an Oracle CSE to a New Database Instance
UNIX with Oracle Database
For Oracle Only... Edit the /etc/oratab file
Configuring a CSE
CSE Configuration Program
Common Features
How to Start cse_config
Windows cse_config
UNIX cse_config
CSE Servers Configuration
Setting Configuration Parameters
CSE Configuration and Working Directory
CSE Communications Configuration
CSE Database Type
Encyclopedia Database Configuration
Encyclopedia Database Connection
Encyclopedia Identification
Coordination Database Configuration
Coordination Database Connection
Message Dispatcher Service Configuration (Windows Only)
Configuration Parameters Summary
Custom Configurations
All New or Repair Installations
New CSE with a Single Database Configuration
New CSE with a Dual Database Configuration
Update CSE in a Dual Database Configuration
Update CSE and Move Coordination Tables to the Encyclopedia
Move Coordination tables to Encyclopedia after Full Configuration
Change MD Name After a Full Configuration
Post Configuration Tasks for UNIX CSE Servers
Editing the UNIX Login File
Upgrading a Previous Installation
On All CSE Platforms
Windows
Oracle CSE
Option 1—Perform an Oracle Upgrade
Option 2—Import Existing Data into Oracle
MS SQL Server
UNIX
Oracle CSE for Advantage Gen 6.0 or 6.5, and AllFusion Gen 7.6 to CA Gen 8.5
Option 1—Perform an Oracle Upgrade
Option 2—Import Existing Data into Oracle
Configuration Errors on a Windows System
Configuration Errors on a UNIX System
Start and Stop a Windows CSE
Start a CSE on Windows
Start the CSE Servers Using the Program Icon
Start the CSE Servers from the Command Line
Record STDOUT and STDERR Messages to a File
iefmd Command Parameters
Start CSE Servers Using the CSESvcMD Service
Stop a CSE on Windows
Verify Users are Logged Off
Restart Servers after Stopping
Start and Stop a UNIX CSE
Start a CSE on UNIX
Start the Message Dispatcher from the Command-Line
Run the Servers in the Background
Troubleshoot When the Servers Fail to Start
Stop a CSE on UNIX
Verify Users are Logged Off
Restart Servers after Stopping
Tasks Related to Server Installation
Preparing the Servers for Use
Install the Gen Sample Model
Perform DBMS Optimization
Updating Statistics on the MS SQL Server CSE
Test the Servers
Setup UNIX Accounts for Command Line Commands
Install the Clients
Environment Variables Set by the CSE Client Installation
Client Communication Environment
Configure the CSE Clients
Start the Clients and Communicate with a CSE
Start the Clients
Start the Clients from a Folder Icon
Start the Clients from the Command Line
Client Command Line Parameters
Direct Clients to Another CSE
Reset Environment Variables to Access a New Server or Change User ID
Register Users and Encyclopedia
Administrative Tasks
Setting Strict or Relaxed Migration Rules (Optional)
Advanced CSE Configurations
Use mdcfg for Advanced Configurations
Multiple Encyclopedias
Remote Servers
Multiple Release Encyclopedias (UNIX Only)
Install a Multiple Release Encyclopedia
Multiple Message Dispatchers
Remote Daemon Server
Restart the Remote Daemon Server
Role of Administrators in CSE
Prerequisites
Error Messages
Role of Coordination Administrator
Role of Encyclopedia Administrator
Related Tasks
Administrator Tasks in CSE
How to Set Up User Access and Authority
Preliminary Tasks
Fundamental Tasks
Start and Logon to a CSE Client
Open an Encyclopedia
Open a User ID
Quick Starts
Registering an Encyclopedia to the Coordination Server
Add a User to the Coordination Server
Granting User Access to an Encyclopedia
Assigning a Password to a User
Adding a User Definition to an Encyclopedia
Granting Update Access to a Model
Quick Start for Users
Prerequisites
Preliminary Tasks
How to Start a CSE Client
How to Open an Encyclopedia
How to Open a Different Encyclopedia
Fundamental Tasks
Open a Model
Open a Subset
Quick Start Tasks
Add a Subset
Check Out a Model or Subset
Update a Model or Subset to the Encyclopedia (Automatic)
Error Messages
User Management and Access
User Management and Access in CSE
User Authorization Requirements
Checkin
Checkout
Model Management
Subset Management
Model Access
Subset Access
User Access
Group Access
Add a User to the Coordination Server
Related Tasks
Add an Individual User to an Encyclopedia
Authorize Access to a Model
Authorize Access to a Model at the User Level
Authorize Access to a Model at the Model Level
Copy a Group Definition
Create a Group Definition
Delete a Group Definition
Delete a User from the Coordination Server
Delete an Individual User from the Encyclopedia
View Group Details
List User Details in the Coordination Server
List Individual User Details in the Encyclopedia Client
Grant User Access to an Encyclopedia
Modify a Group Definition
Modify an Individual User Definition
Modify a User Password
Modify or Override a User Password
Modify User Detail in the Coordination Server
Open a Group
Open a User ID in the Coordination Client
Open a User ID in the Encyclopedia Client
Revoke User Access to an Encyclopedia
Revoke User Access from the Encyclopedia List
Revoke User Access from the User List
Select Members for a Group
Managing Models
Managing Models
Model Schema
Model Conversion
Full Support
Conversion Requirements
Cross Release Restrictions
Rules for Converting a Model
Convert a Model
Convert a Model Using the Encyclopedia Client
Convert a Model Using the Server Command Line
Convert all Models in an Encyclopedia
Create a New Model from a Subset
Delete a Model
Delete an Object
Rules for Deleting Objects
Delete a Subset
View Model Details
Generate a New Model
Generate a New Model Automatically
Generate a New Model Manually
Modify a Model's Checkout User ID
Modify the Model Administrator
Open a Model
Override Model Checkout Status
Rename a Model
Rename an Object
Rules for Renaming Objects
Object Protection Rules
Character Set Rules
Objects You Can Rename
Encyclopedia Reports
Report Descriptions
Consistency Check Report for Model
Generate a Consistency Check Report
Consistency Check Report Format
Normal Section
Expansion Conflict Report for Selected Model or Subset
Prerequisites
When to Generate a Report
When Not to Generate a Report
Generate an Expansion Conflict Report
Interpret the Report
Correct Conditions That Cause Downgrades
Technical Details on Downgrades
Incomplete Rule
Limited Maximum Access Rule
Checked Out Rule
Checkout Status Report for the Selected Object
When to use the Checkout Status Report for the Selected Object
Display a Checkout Status Report
Interpret the Checkout Status Report
Model Statistics Report
Prerequisites
When to Generate the Model Statistics Report
When Not to Generate the Model Statistics Report
Generate a Model Statistics Report
Interpret the Model Statistics Report
Encyclopedia Validate Report
Prerequisites
Generate an Encyclopedia Validate Report
Interpret an Encyclopedia Validate Report
Correcting Conditions That Cause Errors
Object ID, Object Type Code and Object Meta-Properties Errors
Properties Errors
Association Errors
Trigger Errors
Object Cross-Reference Reports
Model Action Block Use Report
Encyclopedia Communications
Introduction
Automatic Communication
Manual Communication
Encyclopedia Communication Concepts
Encyclopedia Parent/Child Relationship
Communication Paths
Checkout Chain
Processes for Downloading
Extract Process
Load Process
Processes for Uploading
Gendelta Process
Apply Process
Verdelta Process
Protection
Code Page Translation
Transaction Files
Encyclopedia Communications Tasks
Upload a Model to the Encyclopedia
Applying a Model or Subset to the Encyclopedia
Automatically Applying a Model to the Parent Model
Manually Applying a Model to the Parent Model
Checking Out a Model or Subset
Automatic Checkout
Manual Checkout
Copying a Model from This Encyclopedia
Copying a Model from Another Encyclopedia
Automatically Copying a Model from Another Encyclopedia
Manually Copying a Model from the Host Encyclopedia to a CSE
Manually Copying a Model from a CSE to a CSE While Preserving Common Ancestry
Manually Copying a Model from a CSE to a CSE Without Preserving Common Ancestry
Extracting a Model or Subset
Automatically Extracting a Model
Manually Extracting a Model
Generating a New Model
Automatically Generating a New Model
Manually Generating a New Model
Resending the Copied Model
Resending the Extracted Model
Resending the Last Apply
Resending the Last Update to the Encyclopedia
Resending an Update Automatically
Resending an Update Manually
Turning Off File Transfer
Update a Model or Subset to the Encyclopedia
Automatic Model or Subset Update to the Encyclopedia
Manual Model or Subset Update to the Encyclopedia
Verifying the Last Apply to the Encyclopedia
Verifying the Last Update to the Encyclopedia
Examples of Communication Tasks
Extract from Parent and Load Child
Upload Child and Apply to Parent
Extract from Parent and Load Children
Gendelta from Child and Apply to Parent
Command Line Commands
Command Parameters
Encyclopedia to Toolset Communications
Checking Out a Model or Subset
Updating a Model or Subset
Run verup to Verify the Last Encyclopedia Update
Encyclopedia to Encyclopedia Communications
Transfer Problems
Model Management
Model Reports
Consistency Check Command Line Utility
Command Line Debug Report
Detail Report Option
Action Block Use Command Line Utility - acblkuse
Using acblkuse
National Language Support in CSE
Code Page
Code Page Translation
Specifying a Code Page Value
Supported Code Page Values
Other Affected Functions
Concurrent Encyclopedia Operations