OBJECTIF LUNE PRes Connect 2022.2 User manual

  • Hello! I'm a chat assistant, and I've thoroughly reviewed the PReS Connect 2022.2 User Guide. This document details how to optimize and automate your customer communication workflows. It covers essential aspects like system configuration, data extraction using DataMapper, designing templates for various output channels, and automating processes through the Workflow server. I am ready to help you understand the features and use cases described in the user guide, feel free to ask me any questions you have.
  • What is PReS Connect?
    What kind of output can PReS Connect create?
    Can I use data from different sources?
    Does PReS Connect support mobile devices?
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UserGuide
Version2022.2.3
LastRevision:2/16/2023
UplandObjectifLuneInc.
240946eAvenue
Lachine
QCH8T3C9
Canada
www.objectiflune.com
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Alltrademarksdisplayedarethepropertyoftheirrespectiveowners.
©UplandObjectifLuneInc.1994-2023.Allrightsreserved.Nopartofthisdocumentationmayberepro-
duced,transmittedordistributedoutsideofUplandOLbyanymeanswhatsoeverwithouttheexpress
writtenpermissionofUplandOL.UplandOLdisclaimsresponsibilityforanyerrorsandomissionsin
thisdocumentationandacceptsnoresponsibilityfordamagesarisingfromsuchinconsistenciesor
theirfurtherconsequencesofanykind.UplandOLreservestherighttoaltertheinformationcontained
inthisdocumentationwithoutnotice.
Table of Contents
Welcome to PReS Connect 2022.2 14
Setup And Configuration 14
SystemandHardwareConsiderations 14
AntivirusExclusions 15
DatabaseConsiderations 17
Environmentconsiderations 20
LanguageandEncodingConsiderations 22
NetworkConsiderations 23
Performanceconsiderations 24
Systemrequirements 26
InstallationandActivation 29
Wheretoobtaintheinstallers 29
Installationprerequisites 30
Useraccountsandsecurity 30
InstallingPReSConnectonMachineswithoutInternetAccess 31
InstallationWizard 33
RunningConnectinstallerinSilentMode 45
ActivatingaLicense 53
Migratingtoanewworkstation 56
InformationaboutPReSWorkflow 62
Upgrading 63
ServerConfigurationSettings 84
Connectionpreferences 86
Engineconfiguration 90
Languagepreferences 98
ParallelProcessingpreferences 98
ServerClustering 105
KnownIssues 107
Uninstalling 119
General information 120
Connect:apeekunderthehood 120
TheWorkflowserver 121
TheConnectserver 122
TheConnectdatabase 122
TheFileStore 123
Theengines 123
TheRESTAPI 123
Logfiles 124
Location 124
Name 125
Format 125
Page 4
Connectfiletypes 126
OL Connect projects 127
AutomationwithWorkflow 127
UsingtheRESTAPI 128
Versioning 128
Versionedprojects 130
Creatingversionedprojects 130
Viewingprojecthistory 133
Viewingprojectcontent 133
Usingtags 134
Versionedprojectsinthecloud 135
Beforeyoustart 135
Creatingacloud-basedversionedproject 136
Keepingthelocalandonlineprojectsinsync 138
SampleProjects 140
SampleProject:BasicEmail 141
SampleProject:COTGTimesheets 147
SampleProject:PrintPromotionalJobs 154
SampleProject:PrintTransactionalJobs 159
SampleProject:SubmittingDatawithWebForms 165
SampleProject:ServingaWebPage 170
WorkflowprocessesinOLConnectprojects 174
AboutWorkflowprocesses 174
CommonOLConnectWorkflowprocesses 175
OLConnecttasks 175
EmailprocesseswithOLConnecttasks 177
PrintprocesseswithOLConnecttasks 178
WebprocesseswithOLConnecttasks 180
CaptureOnTheGoWorkflowprocesses 182
Batchingandcommingling 183
OL Connect automation with Node-RED 187
Installation 188
OLConnectnodes 188
ConnectionsettingsforOLConnectServer 189
OLConnectresourcesinNode-RED 189
FlowsinanOLConnectapplication 190
Node-RED:nodesandcommontechniques 190
NodesusedinOLConnectflows 191
ReadingaJSONfile 192
ParsingaJSONstring 192
Usingvariables 193
Page 5
Settingandmovingmsgproperties 194
Iteratingoveritemsinanarray 194
Concatenatingstrings 194
OLConnectStartupflow 195
Triggeringastartupflow 195
Initializingglobalvariables 195
DeployingOLConnectresources 196
AnOLConnectemailflowinNode-RED 196
ThestructureofanOLConnectemailflow 196
FilesusedinanOLConnectemailflow 197
AnOLConnectprintflowinNode-RED 197
Thestructureofaprintflow 198
Filesusedinaprintflow 199
AnOLConnectpreviewPDFflowinNode-RED 200
ThestructureofapreviewPDFflow 200
FilesusedinapreviewPDFflow 201
AnOLConnectwebflowinNode-RED 201
ThestructureofanOLConnectwebflow 201
FilesusedinanOLConnectwebflow 202
CaptureOnTheGoflowsinNode-RED 203
MakingaformavailabletoCOTGappusers 203
Servingtheform 204
Processingreceiveddata 204
The DataMapper 204
DataMapperbasics 205
Datamappingconfigurations 205
Creatinganewdatamappingconfiguration 206
Openingadatamappingconfiguration 210
Savingadatamappingconfiguration 210
Down-savingadatamappingconfiguration 211
UsingthewizardforCSVandExcelfiles 211
Usingthewizardfordatabases 213
UsingthewizardforJSONfiles 216
UsingthewizardforPDF/VTorAFPfiles 217
UsingthewizardforXMLfiles 219
AdvancedPCLtoPDFoptions 220
Datamappingworkflow 227
Creatingadatamappingworkflow 228
Testingtheextractionworkflow 229
Datasourcesettings 229
Propertiesandruntimeparameters 233
Extractingdata 235
Steps 254
TheDataModel 266
Page 6
Aboutrecords 267
CreatingaDataModel 267
EditingtheDataModel 268
UsingtheDataModelintemplates 269
Fields 270
Detailtables 275
Datatypes 281
DataModelfilestructure 290
DataMapperUserInterface 291
Keyboardshortcuts 292
Menus 296
Panes 299
Toolbar 363
WelcomeScreen 365
DataMapperScriptsAPI 366
UsingscriptsintheDataMapper 368
SettingboundariesusingJavaScript 370
Objects 375
Functions 410
The Designer 418
Designerbasics 419
Features 420
Templates 420
Contexts 437
Sections 438
Print 442
CreatingaPrinttemplatewithaWizard 443
Printcontext 449
Printsections 453
Pages 461
MasterPages 468
Media 471
Email 477
Emailtemplate 477
Sendingemail 478
DesigninganEmailtemplate 478
CreatinganEmailtemplatewithaWizard 481
Emailcontext 484
Emailtemplates 486
Emailheadersettings 489
Emailattachments 495
Web 498
CreatingaWebtemplatewithaWizard 499
WebContext 502
Page 7
Webpages 504
Forms 508
UsingFormelements 513
UsingJavaScript 518
CaptureOnTheGo 522
COTGForms 522
CreatingaCOTGForm 522
FillingaCOTGtemplate 523
SendingthetemplatetotheWorkflowtool 525
ReceivingandextractingdatafromaCOTGForm 525
UsingCOTGdatainatemplate 525
DesigningaCOTGTemplate 528
CaptureOnTheGotemplatewizards 531
UsingFoundation 534
COTGElements 537
UsingCOTGElements 542
TestingaCaptureOnTheGoTemplate 547
UsingtheCOTGplugin 551
DynamicallyaddingCOTGwidgets 554
Savingandrestoringcustomdataandwidgets 557
UsingsubmittedCOTGdatainatemplate 560
CaptureOnTheGoAPI 563
Contentelements 572
Elementtypes 572
EditingHTML 574
Attributes 574
Insertinganelement 575
Selectinganelement 576
Deletinganelement 577
Stylingandformattinganelement 577
Barcode 578
Boxes 629
Businessgraphics 632
COTGElements 639
Date 645
Forms 646
FormElements 650
Hyperlinkandmailtolink 653
Images 655
Table 661
Textandspecialcharacters 665
Snippets 667
AddingasnippettotheResources 667
Creatingasnippet 668
Addingasnippettoasection 668
Editingasnippet 669
Page 8
Renamingasnippet 669
Translatingasnippet 669
HTMLsnippets 669
JSONsnippets 671
Handlebarstemplates 671
Partials 675
Stylingandformatting 677
Localformattingversusstylesheets 677
Layoutproperties 678
StylingtemplateswithCSSfiles 678
Stylingtextandparagraphs 688
Howtopositionelements 692
Rotatingelements 694
Stylingatable 695
Stylinganimage 699
Backgroundcolorand/orimage 701
Border 703
Colors 705
Fonts 709
Locale 712
Spacing 713
Personalizingcontent 714
Variabledatainthetext 714
Conditionalcontent 715
DynamicimagesandPrintsectionbackgrounds 715
Dynamictables 715
Snippets 715
Scripts 716
Loadingdata 716
Variabledataintext:expressions 728
Variabledataintext:scriptsandplaceholders 732
Formattingvariabledata 738
Showingcontentconditionally 740
ConditionalPrintsections 744
Dynamicimages 747
DynamicTable 748
DynamicPrintsectionbackgrounds 765
PersonalizedURL 767
HandlebarsinOLConnect 769
Handlebarsexpressions 769
Usingfunctionsinexpressions:Helpers 772
FormatHelpers 775
CreatingcustomHelpers 777
Handlebarstemplates 780
Partials 783
HandlebarsAPI 786
Page 9
Preferences 788
Generalpreferences 789
Clean-upServicepreferences 789
DataMapperpreferences 792
DatabaseConnectionpreferences 794
Editingpreferences 796
Emailpreferences 799
Emmetpreferences 801
Enginespreferences 804
HardwareforDigitalSigningpreferences 804
Languagepreferences 805
Loggingpreferences 805
ParallelProcessingpreferences 807
Printpreferences 807
SampleProjectspreferences 808
Savepreferences 809
Scriptingpreferences 809
Serverspreferences 810
Versioningpreferences 812
Webpreferences 813
Writingyourownscripts 814
Scripttypes 815
CreatinganewStandardScript 816
Writingascript 818
Settingthescopeofascript 820
Managingscripts 820
Testingscripts 823
Optimizingscripts 827
Thescriptflow:whenscriptsrun 830
SelectorsinOLConnect 831
Loadingasnippetviaascript 837
Loadingcontentusingaserver'sAPI 839
UsingscriptsinDynamicTables 841
ControlScripts 844
PostPaginationScripts 857
Translatingtemplates 862
Translatingatemplate 863
Taggingelementsfortranslation 864
Pluralization 867
Exportingandimportingtranslationfiles 868
DesignerUserInterface 870
Dialogs 871
Keyboardshortcuts 960
Menus 965
Panes 976
Toolbars 997
Page 10
WelcomeScreen 1003
Printoptions 1004
JobCreationPresetsWizard 1076
OutputCreationPresetsWizard 1091
AdvancedPrintWizardnavigationoptions 1112
DesignerScriptAPI 1179
StandardScriptAPI 1180
ControlScriptAPI 1282
PostPaginationScriptAPI 1308
Generating output 1325
Printoutput 1326
Faxoutput 1326
Emailoutput 1326
Weboutput 1327
GeneratingPrintoutput 1327
GeneratingPrintoutputfromtheDesigner 1328
GeneratingPrintoutputfromWorkflow 1329
Printsettingsinatemplate 1330
Abortingcontentcreation 1330
Printusingstandardprintoutputsettings 1331
PrintPresets 1332
PrintusingAdvancedPrinterWizard 1338
AddingprintoutputModelstothePrintWizard 1338
Splittingprintingintomorethanonefile 1340
Printoutputvariables 1341
GeneratingFaxoutput 1348
GeneratingTagsforImageoutput 1349
GeneratingEmailoutput 1351
BeforegeneratingEmailoutput 1351
GeneratingEmailoutputfromConnectDesigner 1353
GeneratingEmailoutputfromWorkflow 1354
TestingEmailoutputfordifferentemailclients 1354
Abortingcontentcreation 1354
UsinganESPwithPReSConnect 1354
GeneratingWeboutput 1359
WeboutputsettingsintheWebcontextandsections 1360
AttachingWeboutputtoanEmailtemplate 1360
GeneratingWeboutputfromWorkflow 1361
Abortingcontentcreation 1361
Optimizingatemplate 1362
Scripts 1362
Images 1362
Runtimeparameters 1363
Page 11
Print Manager 1364
PrintManagerIntroductionVideo 1365
PrintManagerusage 1365
PrintManagerInterface 1365
Menuoptions 1366
Printerspane 1367
PrinterQueuepane 1373
JobQueuepane 1381
Messagespane 1383
JobHistorypane 1383
PrinterCapabilitiespane 1385
PrinterStatuspane 1385
PrintManagerPreferences 1386
PReS Connect Release Notes 1394
OLPReSConnectReleaseNotes2022.2.3 1394
LicenseUpdateRequiredforUpgradetoOLConnect2022.x 1395
BackupbeforeUpgrading 1395
Overview 1396
OLConnect2022.2.3Fixes 1397
OLConnect2022.2.1Fixes 1397
OLConnect2022.2Improvements 1398
OLConnect2022.2DesignerImprovements 1401
OLConnect2022.2DataMapperImprovements 1404
OLConnect2022.2OutputImprovements 1405
Workflow2022.2Improvements 1406
KnownIssues 1408
PreviousReleases 1408
OLPReSConnectReleaseNotes2022.1.5 1408
OLPReSConnectReleaseNotes2021.2.1 1428
OLPReSConnectReleaseNotes2021.1 1444
OLPReSConnectReleaseNotes2020.2.1 1453
OLPReSConnectReleaseNotes2020.1 1465
OLPReSConnectReleaseNotes2019.2 1476
OLPReSConnectReleaseNotes2019.1 1489
PReSConnectReleaseNotes2018.2.1 1501
PReSConnectReleaseNotes2018.1.6 1519
PReSConnectReleaseNotes1.8 1537
PReSConnectReleaseNotes1.7.1 1554
PReSConnectReleaseNotes1.6.1 1574
PReSConnectReleaseNotes1.5 1586
PReSConnectReleaseNotes1.4.2 1596
Page 12
Knowledge Base 1605
Legal Notices and Acknowledgements 1605
CopyrightInformation 1613
Page 13
Welcome to PReS Connect 2022.2
PReSConnectisaseriesoftoolsdesignedtooptimizeandautomatecustomercommunicationsman-
agement.Theyworktogethertoimprovethecreation,distribution,interactionandmaintenanceofyour
communications.
ThePReSConnectDatamapperandDesigneraredesignedtocreateoutputforprint,emailandthe
webwithinasingletemplateandfromanydatatype,includingformattedprintstreams.Outputpresets
appliedoutsidethedesignphasemaketemplatesprintingdeviceindependent.
TheDesignerhasaneasy-to-useinterfacethatmakesitpossibleforalmostanyonetocreatemulti-
channeloutput.MoreadvancedusersmayusenativeHTML,CSSandJavaScript.
PReSConnectalsoincludesaprocessautomationserver,calledWorkflow.Itiscapableofservicing
responseformwebpagesandemailtoprovideinteractivebusinesscommunications.Fortheuser
guideofWorkflow,seeWorkflow'sOnlineHelp.
PReSConnectcancreatedocumentsfortabletsandmobiledevicesthatrunafreeCapture OnTheGo
App.UserswithaCaptureOnTheGosubscriptioncanthendownloaddocumentstotheirowndevices,
interactwiththemandsendthecaptureddatabacktoPReSforconversionintoadditionaldocuments
orworkflows.
Formoreinformationabouttheapplicationrefertothesewebsites:CaptureOnTheGoandCapture
OnTheGointheResourceCenter.
ThisonlinedocumentationcoversPReS Connectversion2022.2.
Note: Sincewearealwayslookingfornewwaystomakeyourlifeeasier,wewelcomeyourques-
tionsandcommentsaboutourproductsanddocumentation.Shootusanemailatdoc@ca.ob-
jectiflune.com.
Setup And Configuration
ThischapterdescribesthePReSConnectinstallationandthedifferentconsiderationsthatareimport-
antinregardstotheinstallationanduseofPReSConnect.
l"SystemandHardwareConsiderations"below
l"InstallationandActivation"onpage29
l"KnownIssues"onpage107
l"ServerConfigurationSettings"onpage84
l"Uninstalling"onpage119
System and Hardware Considerations
Thereareavarietyofconsiderationstobeawareof.Thesearedocumentedinthefollowingpages:
Page 14
l"Systemrequirements"onpage26
l"DatabaseConsiderations"onpage17
l"Environmentconsiderations"onpage20
l"KnownIssues"onpage107
l"LanguageandEncodingConsiderations"onpage22
l"AntivirusExclusions"below
l"Performanceconsiderations"onpage24
Antivirus Exclusions
TheinformationonthispageisdesignedtoassistITmanagersandITprofessionalsdecidewhatanti-
virusstrategytofollowwithconsiderationtoPReSandtheirinternalrequirementsandneeds.This
pagedescribesthemodeofoperationandthefilesandfoldersusedbyPReSaswellasthefiles,
foldersandexecutablesthatarerecommendedtobeignoredforbestpossibleperformanceandto
avoidissuescausedbyantivirusfilelocks.
ITmanagersandITprofessionalsthenmaydecidetheanti-virusstrategytofollowfortheirinternal
requirementsandneedsdependingonthestatementsoutlinedherein.
Directoriesandfolders
AllConnectapplicationsareinstalledunderanarbitrarilyselectablemainfolder.Ifthedefaultinstall-
ationfolderoptionswereused,thisinstallationfolderwouldbe%PROGRAMFILES%\Objectif Lun-
e\OL Connect.
Theinstallationfolderwillholdalltheexecutablefilesandotherfilesandfoldersrequiredfortheoper-
ationofthewholeproductsuite.Allthesefilesandfoldersremainstaticafterinstallation.Itdepends
uponthecompanyvirusprotectionstrategy,ifsuchfilesandfolderswillbemonitoredornot.
Wedo,however,recommendthatthefollowingfileorfoldersbeexcludedfromantivirusprotection.
Connect Service
TheConnectServiceisrunviatheexecutablefileServerService.exe.Thisfilehasbeenreportedas
causingissueswithsomeantiviruspackages,sowerecommendaddingthisfiletotheantivirusexclu-
sionlist,ifpossible.
Theexecutablewillbeinstalledtotheinstallationtarget"Connect Server"sub-folder.Thefullinstall-
ationfoldercanbefoundbyentering%PROGRAMFILES%\Objectif Lune\OL Connect\Connect
ServerinWindowsExplorer.
Page 15
AFPî‚£Input
PerformanceissueshavebeenreportedwiththeAFP InputoptionunderWindowsServerversions
fromWindowsServer2012onwards.TheissueshavebeenspecificallyassociatedwithWindowsServ-
ersrunningWindowsDefender,buttheperformancedegradationmightalsobeencounteredwhen
usingotherAntivirusapplications.
Consequently,werecommendthatanexclusionbemadefortheafp2pdf.exeexecutablefileinyour
Antivirusapplication.
Theafp2pdf.exefileisstoredinasubfolderundertheinstallationfolder.Iftheexactinstallationfolder
nameisrequired,enterthestandardizedsystemvariable%PROGRAMFILES%inWindowsExplorerand
thensearchforafp2pdf.exe.
Working folders
WorkingfoldersforConnectarecreatedandusedonaper-user-basisundertherespectiveuser'spro-
filefolder,accessibleonWindowswiththestandardizedsystemvariable%USERPROFILE%inthesub-
folder"Connect".Workingfoldersare:
l%USERPROFILE%\Connect\filestore:Thisfolderwillholdnon-intermediatefilesforthe
operationofConnect.Filesinthisfolderwillbeusedfrequently,butnotwithahighfrequency.
Supervisingthisfolderwithavirusprotectionsystemshouldnothavetoomuchofanimpacton
thespeedofthewholeConnectsuite.
l%USERPROFILE%\Connect\logs:Asthenameimplies,logfilesarecreatedandupdatedhere.
Theselogfilesareplaintextfiles.Virusprotectionmayhaveanimpactonthespeedofthewhole
Connectsuite.
l%USERPROFILE%\Connect\temp:Storagefolderfortemporarydata,usuallyintermittentfiles
inmultiplefolders.Virusprotectiononthisfolderanditssubfoldersmayhaveaseriousimpacton
theperformanceofConnect.
l%USERPROFILE%\Connect\workspace:Usuallycontainingsettingsandhelperfilesand
folders.Supervisingthisfolderwithavirusprotectionsystemshouldnothavetoomuchofan
impactonthespeedofthewholeConnectsuite.
Database 1
Dependingonthecomponentsinstalled,adatabaseinstanceiscreatedinafoldercalled"con-
nect.database"undertheWindowssystemtempfolder.Thisfolderisaccessibleviathestandardized
systemvariable%TMP%.Usually,foldersholdingsuchtemporaryfilesandfoldersshouldbeexcluded
fromavirusprotection,becausethisinfluencestheoverallperformanceofthewholesystematall.
Page 16
Howevertheresponsiblepersonforthecomputerprotectionhastodecideaboutthemonitoringofsuch
temporaryfoldersfollowingthecompanyguidelines.
Database 2
AnotherdatabaseinstanceforConnectwillbeholdandusedunderthefolder,whichisintendedtohold
data,accessiblebyandforallusers.Thepathtothisfolderisstoredinthestandardizedsystemvari-
able%PROGRAMDATA%.TheConnectdatabaseinstanceislocatedinthesubfolder"Objectif Lune\OL
Connect\MariaDB".
Asthisdatabasewillbeinextremelystrongusage,virusprotectiononthisfolderanditssub-folders
mayhaveaseriousimpactontheperformanceofConnect.

Database Considerations
Thispagedescribesthedifferentconsiderationsandpre-requisitesforthedatabaseback-endusedby
PReSConnect,whetherusingtheMariaDBinstanceprovidedbytheinstaller,orpre-existing(external)
instance.
UsingtheMariaDBInstancefromtheInstaller
TheMariaDBInstanceprovidedinthe"InstallationWizard"onpage33isalreadypre-configuredwith
optionstoprovidethemoststableback-endsetup.
InstallingConnectusinganexistingMySQLinstance
IfMySQLServerisalreadypresentandyouwishtouseit,thefollowingshouldbetakenintocon-
sideration:
lTheminimumsupportedMySQLversionisMySQL5.6.
lTheMySQLaccountmusthaveaccesstoallpermissionsusingtheGRANTCommand,including
creatingdatabases.
lThedatabaseconfigurationmustincludethefollowingoptions:
lmax_connections = 200:PReSConnectusesa lotofdatabaseconnections.Thisnum-
berensuresthateveninhighvolumeenvironments,enoughconnectionswillbeavailable.
lmax_allowed_packet = 500M:Insomeimplementations,especiallywhenusingCapture
OnTheGo,largepacketsizesarerequiredtoallowtransferringbinaryfiles.Thissubstantial
packetsizemaximumsettingensuresthatthedatareceivedbyPReSConnectwillbeable
tobestoredwithinthedatabase.
Page 17
lcharacter-set-server = utf8 , collation-server = utf8_unicode_ci , default-character-
set=utf8:TheseindicatedatabasesupportforUTF-8/Unicode.
lThedatabaseconfigurationmustallowtheuseofmixedcasetablenames.
ThisisparticularlyanissueonLinuxMySQLinstallations.
lTheSQLinstancemustbeopentoaccessfromothercomputers.Thismeansthebind-address
optionshouldnotbesetto127.0.0.1orlocalhost.
Caution: IfyouchosenottoinstallthesuppliedMariaDBdatabase,andinsteadoptforusinga
pre-existing(External)databasethenyouyourselfmustensurethattheExternaldatabaseis
accessibletoConnect.
UplandObjectifLunewilltakenoresponsibilityforsettingupdatabaseconnectionstoanybutthe
suppliedMariaDBdatabase.
See"DatabaseConsiderations"onthepreviouspageformoreinformationaboutsettingup
externaldatabases.
Options available within the installer:
lTheConfigurationpageforthelocalMySQLisdisplayed.
lMySQLsettingsarepre-filledwithdefaultvaluesifnoexistingMySQLdatabaseconfigurationis
found.
lMySQLsettingsarepre-filledwithexistingdatabaseconfigurationsettings,iftheypointtoa
MySQLdatabasetype.
InstallingConnectusinganexistingMicrosoftSQLServerinstance
IfMicrosoftSQLServerisalreadypresentandyouwishtouseit,thefollowingshouldbetakenintocon-
sideration:
Caution: IfyouchosenottoinstallthesuppliedMariaDBdatabase,andinsteadoptforusinga
pre-existing(External)databasethenyouyourselfmustensurethattheExternaldatabaseis
accessibletoConnect.
UplandObjectifLunewilltakenoresponsibilityforsettingupdatabaseconnectionstoanybutthe
suppliedMariaDBdatabase.
See"DatabaseConsiderations"onthepreviouspageformoreinformationaboutsettingup
externaldatabases.
Page 18
Note: SincePReSConnectversion1.6theminimumrequiredversionoftheMSSQLServeris
SQL Server 2012.
lWhenMSSQLisselected,thedefaultvaluesforrootuseraresaand1433fortheport.
lIfdatabasesettingsfromapreviousOLConnectinstallationarefound,thepre-exisingsettings
willbedisplayedforthematchingdatabasetype.ForMSSQLsettings,thiswillonlyworkifthey
werecreatedwithServerConfigTool1.5.0orlater,ortheInstallerforOLConnect1.6.0orlater.
IfthedatabasetypeischangedintheInstallerconfigurationpage,thedefaultvaluesforthisdata-
basetypewillbedisplayed.
Ifthepre-existingdatabasesettingsaresettoHsqldb,thedefaultdatabasetypeselectionwillbe
MySQL.
lSelecteddatabasesettingsarestoredinthepreferences,andcanbefoundinthisfile:
C:\ProgramData\Objectif Lune\OL Con-
nect\.settings\ConnectHostScope\com.objectiflune.repository.eclipselink.generic.prefs
WhenmodifyingConnect
lIfthelocalMariaDBisremovedfromaninstallation,theDatabaseConfigurationpagewilloffer
additionallytheMicrosoft SQL Serverdatabasetypewithrespectivedefaultvalues.
lIflocalMariaDBisaddedtoaninstallation,theusualMariaDBConfigurationpagewithdefault
valueswillbedisplayed.
IftheuserhasinstalledtheInstallerSuppliedMySQL(2021.2orearlier)orMariaDB(2022.1andlater)
andthenswitchestoanexternalMicrosoftSQLbyusingtheServerConfigurationTool,thesupplied
localdatabasecannotbeswitchedoff.BydesigntheinstalleraddsaservicedependencybetweenCon-
nectServerandthesuppliedMariaDB\MySQLservice.
To remove this dependency the user needs to do the following
1. HaveaforeignMicrosoftSQLrunning,readyforusewithConnectServer.
2. UsetheServer Configuration Tool"DatabaseConnectionpreferences"onpage794toswitch
thedatabasetoMicrosoftSQL.
3. Re-starttheConnectServerService,sothatthemodificationsbecomeactive.
4. CountercheckthateverythingisworkingproperlywithMicrosoftSQL.
5. Openacommand-linepromptwithfulladministrationrights.
6. Enterthecommandsc config OLConnect_Server depend= /.Thisremovesthedepend-
ency.
Page 19
Please be aware:Thekeyworddependmustbefollowedimmediatelybytheequalsign,but
betweentheequalsignandtheforwardslashtheremustbeaspace.
Additional information can be found here:http://serverfault.com/questions/24821.
7. Afterthedependencyhasbeenremoved,itispossibletostopthesuppliedMariaDB\MySQLser-
vice(OLConnect_MySQL).
Environment considerations
TerminalServer/ServiceSupport
PReSConnectdoesnotsupportTerminalServer(orTerminalService)environmentaspossibleunder
Windows2000,2003and2008.Thisistosay,ifTerminalServiceisinstalledontheserverwhere
PReSConnectislocated,unexpectedbehavioursmayoccurandwillnotbesupportedbyUpland
ObjectifLune.Furthermore,usingPReSConnectinaTerminalServiceenvironmentisaninfringement
ofourEnd-UserLicenseAgreement.
VirtualMachineSupport
PReSConnectsupportsthefollowingvirtualenvironments:
lVMWareEnvironments.ThisincludesVMWarePlayer,VMWareWorkstationaswellasVMWare
ESXServer.
lVMWareVMotion.ThismeansthevirtualmachinehostingPReSConnectcanbeautomatically
movedfromoneESXservertoanotherinaclusteredinstallation.
NotethatifallserversinaVMotionclusterarenotstrictlyidentical,youwillhavetoprovidethe
ObjectifLuneActivationsteamwithallpossiblemagicnumberssotheycangeneratealicense
thatworksonallservers.Obtainingthemagicnumbersissimplyaquestionofmanuallymoving
theVMonwhichConnectisinstalledtoeachserver,andrecordingthemagicnumberforeachof
them.
lMicrosoftHyper-V/Azureinfrastructureenvironments.
PReSConnectisnotofficiallysupportedonanyothervirtualmachinessuchasVirtualPC,Parallels,
Bochs,Xen,etc.
Caution: Copying(duplicating)aVirtualMachinewithConnectinstalledandusingbothimages
simultaneouslyconstitutesaninfringementofourEnd-UserLicenseAgreement.
Note: Whilesomevirtualmachineenvironments(fromVMWareandMicrosoft)aresupported,
othervirtualenvironments(suchasParallels,Xenandothers)arenotsupportedatthistime.
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