IQ Watch
System Administrator’s Guide
Version 8.05c
February 2006
Installation steps for Oracle and SQL
System requirements
Configure IQ8 for IQ Watch
Notices
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IQ Watch System Administrator’s Guide
Contents
Chapter 1:
Plan for installation....................................................................................... 7
Components of IQ Watch.................................................................................8
IQ Watch Client.........................................................................................8
IQ Watch application metadata database...................................................9
IQ8 Server..................................................................................................9
How the components interact.........................................................................10
Putting the components into place .................................................................11
IQ8 server ...................................... ..... .... .................................................11
Windows’ role .........................................................................................11
UNIX role................................................................................................12
Installation CDs.......................................................................................12
Chapter 2:
Install IQ Watch.......................................................................................... 13
Before you install...........................................................................................14
Choose a database....................................................................................14
Create a database for the chosen type......................................................14
Install IIS .................................................................. ...............................14
Execute database scripts for SQL Server and Oracle.....................................15
Execute IQ Watch scripts for SQL Server...............................................15
Execute IQ Watch scripts for Oracle...................................... .................15
SQL Server ASPNET setup ...........................................................................16
Create an ASP .NET user ........................................................................16
Set permissions.......................................................................................18
Installation steps.............................................................................................19
Install IQ8 Server............................................................................... .... ..... ...20
Install IQ8 Server on Windows ...............................................................20
Install IQ8 Server on UNIX.....................................................................21
SQL Server special instructions.....................................................................23
Install IQ Watch for SQL Server.............................................................23
Install IQ Watch Web Service for SQL Server .......................................23
What’s next?............................................................................................24
Install IQ Watch Web Service for Oracle ......................................................25
Install IQ Watch Web Service for Oracle................................................25
What’s next?............................................................................................26
Install IQ Watch Client ................................................................. ..... ............27
Validate the install..........................................................................................28
Change folder icon to open box...............................................................28
Log on and make initial settings ....................................................................29
Change the default Admin password.......................................................29
Log in for the first time............................................................................29
Create your user name and password ......................................................29
Configure IQ8 Server components..........................................................30
IQ8 Server Settings option descriptions..................................................31
Congratulations! ......................................................................................31
Contents
3
4
IQ Watch System Administrator’s Guide
Preface
About IQ Watch Financial institutions need to make sure that they comply with certain
government and financial industry requirements regarding whom they can an d
cannot do business with.
interdiction lists Interdiction lists, or “watch” lists, are issued by certain domestic, international
and financial organizations (like the FBI, OFAC, BIS, UN, and others). In this
document, we use the term “interdiction” and “watch” lists to refer to these lists.
Interdiction lists contain names of certain regions, governments, and persons who
have been known to participate in various (usually illegal) acts. Financial
institutions and other business types are prohibited from doing business with
persons, countries, or other entities on these lists through the United States’
Patriot Act.
There are several lists that we support in IQ Watch. We keep these lists up to date
and send you messages when there are updates to the lists.
About this guide This guide provides installation and configuration instructions. In writing this
guide, we assumed that those responsible for installation are familiar with their
network, operating system, and database platform.
See the IQ Watch User’s Guide or the online help for detailed instructions about
how to use IQ Watch based on your user role.
Preface
5
Conventions This document follows these conventions:
Convention Description
Bold We use bold type for file names, paths, emphasis, and text that you
should type exactly as shown. For example, “Type
Italics We use italics for emphasis and text for which you should substitute
your own data or values. For example, “Type a name for your file, and
the
.txt
extension (
testfile
.txt
).”
cd\dirs
.”
Menu
commands
!
We indicate commands that you choose from menus in the following
format: Menu Name > Command Name. For example, “Choose File >
New.”
We use this symbol to alert you to important information and potential
problems.
We use this symbol to point out special cases that you should know
about.
We use this symbol to draw your attention to tips that may be useful to
you.
6
IQ Watch System Administrator’s Guide
Chapter 1:
Plan for installation
How you set up IQ Watch depends on your operating system and your syst em
setup. This section provides suggestions for ho w to arrange the c omponents of IQ
Watch on your system.
Chapter 1: Plan for installation
7
Components of IQ Watch
There are four components of IQ Watch. Each component carries out a specific
responsibility, and each needs to be a part of your setup.
IQ Watch Client (the user interface)
IQ Watch Web Service
IQ Watch application metadata database
IQ8 Server (and components)
IQ Watch Client This is the center for all of your task management setup. Use th e IQ Watch Client
GUI (graphical user interface) for running transactional matching, wire transfer
matching, or running batch databases against the supported interdiction list s. This
component must be installed on Windows.
Current Task. The tasks
that are listed here are
based on user permissions. The task with a
check mark is the task
that appears in the window’s main pane
Unreviewed Matches. A
pie chart shows the
records that have not been
processed, providing you a
quick visual report.
Processing History.
Another quick visual report,
the Transaction History
shows the number of
records that have been processed within a specified
number of days.
Main window pane. This area shows the active task and all of the
settings and options for that task. It changes based on the task
chosen in the Current Task pane.
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IQ Watch System Administrator’s Guide
IQ Watch application metadata database
The IQ Watch application metadata database serve s a s a da ta rep osi to ry for all of
the IQ Watch application data. The IQ Watch database supports Oracle, SQL
Server, and MSDE.
IQ8 Server The IQ8 server powers the address cleanse and match processing in IQ Watch. It
processes batch projects launched from the web service, and transactiona l data
passed to it via the web service. The IQ8 Server can be installed on Windows or
UNIX.
Here are the subcomponents of the IQ8 Server:
IQ8 Repository The repository contains configuration rules and runtime metadata. Most of the
other components of IQ8 use the IQ8 Repository either directly or indirectly. You
need to specify the IQ8 Repository in the IQ8 Server Setup window. (For
directions, see “Configure IQ8 Server components” on page 30.) Otherwise, you
won’t need to do anything with this component.
IQ8 Web Service The IQ8 Web Service is the mechanism that sends and receives data between IQ
Watch and the IQ8 Server. This component is what allows you to match records
(transactional, wire transfer, and batch). It also provides the information for
progress monitoring in IQ Watch. The IQ8 Web Service must be installed on
Windows. It is installed with the IQ Watch Web Services.
Chapter 1: Plan for installation
9
How the components interact
The following diagram shows an example of how the pieces of IQ W atch interact.
This diagram illustrates the software components, independent of the machines
that these components might be installed to.
IQ Watch Database
IQ Watch Client IQ Watch and IQ8
.NET Web Service
Firstlogic’s Customer
Care e-fulfillment
IQ Watch Database
Reference data
Match history
IQ Watch Blueprint
IQ8 server
IQ8 Repository
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IQ Watch System Administrator’s Guide
Putting the components into place
Though your IQ Watch integration will always have the same components, the
location of these components could differ based on your system.
IQ8 server IQ8 is the processing platform that provides IQ Watch with the ability to cleanse
your data and make accurate matches with interdiction lists.
The IQ8 server must be installed before you install IQ Watch. If you are installing
IQ Watch for the first time, perform the IQ8 server installation before you install
IQ Watch.
Install on Windows: For IQ Watch installation, the IQ8 Web Services is
!
installed automatically when you insta ll IQ Wat ch Web Servi ces. They must
both be installed on Windows.
Windows’ role
IQ Watch client must be installed on a Windows computer. In addition, if you
work on a Windows platform, you install the web services and IQ8 server on a
Windows system.
Chapter 1: Plan for installation
11
UNIX role If you work on a UNIX platform, you can install the IQ8 server on your UNIX
machine. However, IQ8 and IQ Watch Web Services must be installed on
Windows.
Your IQ Watch users must have access to the machines that ho use the servers a nd
services.
IQ Watch and components on a UNIX operating system
IQ Watch client installed on a
IQ Watch client installed on a
Windows computer.
Windows computer.
IQ8 Web Services and IQ Watch Web
Services on a Windows computer.
UNIX box has IQ8 Server
and components.
Installation CDs You receive two installation CDs with your software package:
One that contains the IQ8 Server installation.
One that contains IQ Watch Web Services, IQ8 Web Services, and IQ Watch
Client.
Windows only: Both Web Services must be installed to a Windows
machine. The IQ8 Web Services is installed automatically when you install
the IQ Watch Web Services.
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IQ Watch System Administrator’s Guide
Chapter 2:
Install IQ Watch
In this section we’ll walk you through installing each component of IQ Watch,
including the IQ8 Server and We b Services.
It is important that you follow the steps in the order presented because some steps
set the stage for the next series of steps.
Chapter 2: Install IQ Watch
13
Before you install
Before you install IQ8 and IQ Watch, you or your DBA (database administrator)
must prepare your system so that you can complete your installation.
Choose a database The DBA needs to decide the database type for the IQ Watch database. IQ Watch
supports Microsoft SQL Server, MSDE, and Oracle.
You need to know the database type when you install IQ Watch Web
Services.
Create a database for the chosen type
Create a new database based on the type of database (SQL Server, Oracle, or
MSDE) chosen by your DBA. Give the new database a name unique to IQ Watch
such as IQWatch_DB.
Write down the database name because you need to enter the name later in
the installation.
Install IIS You must make sure that you have Microsoft Internet Information Server (IIS)
installed before starting the installation procedures.
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IQ Watch System Administrator’s Guide
Execute database scripts for SQL Server and Oracle
After you’ve completed the steps in “Before you install” on page 14, you need to
copy the IQ Watch scripts and execute them in the database that you created.
Execute IQ Watch scripts for SQL Server
Execute IQ Watch scripts for Oracle
1. Copy the IQ Watch scripts (described below) to the new SQL Server
database.
Script file Location Description
IQWatch_tables.sql
IQWatch_SPs.sql
DataInput.sql
cd root
\DatabaseFiles\SQLServer
cd root
\DatabaseFiles\SQLServer
cd root
\DatabaseFiles\DataInput
Creates the tables that are
needed to run IQ Watch.
Creates the stored procedures for IQ Watch.
Populates the new database
with the base set of data
(such as the administrator
account and so on).
2. Execute the scripts (in the order shown below) to add the IQ Watch
supporting data to the SQL database that you’ve created.
1. IQWatch_tables.sql
2. IQWatch_SPs.sql
3. DataInput.sql
1. Create a new Oracle database and give it a name unique to IQ Watch such as
IQWatch_DB.
2. Copy the IQ Watch scripts to the new Oracle database.
Script file Location Description
IQWatch_tables.sql
IQWatch_SPs.sql
DataInput.sql
cd root
\DatabaseFiles\Oracle
cd root
\DatabaseFiles\Oracle
cd root
\DatabaseFiles\DataInput
Creates the tables that are
needed to run IQ Watch.
Creates the stored procedures
for IQ Watch.
Populates the new database
with the base set of data (such
as the administrator account
and so on).
3. Execute the scripts (in the order shown below) to add the IQ Watch
supporting data to the Oracle database that you’ve created.
1. IQWatch_tables.sql
2. IQWatch_SPs.sql
3. DataInput.sql
Chapter 2: Install IQ Watch
15
SQL Server ASPNET setup
If your DBA created a SQL Server database, you must create an ASP .NET user
before you can proceed with installation.
Create an ASP .NET user
You assign permissions to the database that you just created in the Databases
folder by creating a new login properties page using SQL Server Enterprise
manager.
1. Choose Start > Programs > Microsoft SQL Server and select Enterprise
Manager.
2. In the applicable SQL Server group, open the Security directory.
3. Right click on Login and select New Login. The SQL Server Login
Properties window opens.
16
4. In the General tab, click the browse button to search for a user name.
5. In the browse dialog, select your local machine from the List Names From
drop list. A list of user names appears in the Names area.
6. Scroll down in your local machine and select ASPNET (ASP .NET
Machine Account).
IQ Watch System Administrator’s Guide
7. Click Add and then click OK.
8. In the Defaults area of the SQL Server Login Properties window (General
tab), select the name of the database that you created in the Database box
from the drop list.
9. Select the Database Access tab to set the permissions for the ASPNET user.
10. Select the database that you created to permit access.
11. Click OK.
Chapter 2: Install IQ Watch
17
Set permissions Before you exit from Enterprise Manager, you must set permissions.
1. In the applicable SQL Server group, open the Databases directory.
2. In the SQL Server database (for example IQWatch_DB) select Users and
open ASPNET.
3. In the Database Users Properties window, select the Public and click Apply.
4. Click OK.
5. Exit SQL Server Enterprise Manager.
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IQ Watch System Administrator’s Guide
Installation steps
Follow the installation steps in the order presented here. Pay attention to the
database-specific steps, which are labeled for either SQL Server or Oracle.
Each of these overview steps consist of a the following groups of steps:
Step
“Install IQ8 Server” on page 20
Choose the steps for your platform:
“Install IQ8 Server on Windows” on page 20
“Install IQ8 Server on UNIX” on page 21
“SQL Server special instructions” on page 23
“Install IQ Watch Web Service for SQL Server” on page 23
“Install IQ Watch Web Service for Oracle” on page 25
“Install IQ Watch Client” on page 27
“Validate the install” on page 28
“Log on and make initial settings” on page 29
Chapter 2: Install IQ Watch
19
Install IQ8 Server
Install IQ8 Server on Windows
Install the IQ8 Server on Windows following these steps:
1. Place the Firstlogic IQ8 Server installation CD in your CD drive. The
installation program should start automatically. If it doesn’t, choose Start >
Run. At the Run prompt, type x:\setup (where x is the letter of the CD-ROM
drive) and then click OK.
2. Click Next on the first window.
3. Click Yes if you agree to the license agreement.
4. Accept the default location or click the browse button to search for a different
location. Click Next.
5. Select IQ8 Server and deselect IQ8 Client. Documentation is optional.
6. With IQ8 Server highlighted, click Change.
7. Deselect IQ8 Web Services, IQ8 Web Samples and IQ8 Project Portal.
Make sure that IQ8 Repository and IQ8 Data Quality Server are selected.
Click Continue and then click Next.
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IQ Watch System Administrator’s Guide
8. Enter a name for the IQ8 Server and enter the applicable IQ8 Server Port
(or accept the default). Click Next.
Note: The IQ8 Server name must be un iq ue. Take no te o f th e n ame an d port
settings; you will need them when you make your IQ8 settings in IQ Watch.
(See “Configure IQ8 Server components” on page 30 for steps.)
9. Accept the default Program Folder (Firstlogic Applications) or select a
different one. Click Next.
10. Click Install. If prompted, restart your computer.
Install IQ8 Server on UNIX
Your IQ8 Repository must be installed on a file-sharing system (such as a NAS or
NFS device).
To install the server follow these steps:
1. Place the Firstlogic IQ8 CD in the CD-ROM drive of your UNIX server.
2. Mount the CD (if necessary).
3. Through the File Manager, navigate to the CD-ROM drive.
4. Run setup.bin. (If prompted for any options/arguments, you don’t need to
enter any.)
A console window opens and begins to load the Java™ Virtual Machine
which powers the graphical installer. After the JVM has loaded, the installer
opens.
5. Click Next to continue until you reach the IQ8 Components window.
6. Deselect all components except the Dataflow Server and the Repository.
Documentation is optional. Click Next.
7. When prompted for an installation location, ent er the path to a location on
your shared file system. We recommend you keep the iq8 subdirectory as a
part of the path. For example: /shared_directory/iq8. Click Next.
Chapter 2: Install IQ Watch
21
8. Enter a unique name for the IQ8 Server at the IQ8 Server Name window.
9. Enter the port number on which the IQ8 Server should listen for requests
(from the client and web service) at the IQ8 Server Listening Port window.
10. Continue through the remaining windows of the installation, following the
on-screen instructions to complete the installation.
11. After completing the installation, you must manually close the console
window with the JVM information in it (press Ctrl + C, for example).
Repository permissions: The repository must have proper permissions set
after you’ve installed. The users who run the IQ8 Server must ha ve full read,
write, and execute permissions to this directory.
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IQ Watch System Administrator’s Guide
SQL Server special instructions
Follow these steps if your are using an SQL Server database.
Install IQ Watch for SQL Server
Install IQ Watch Web Service for SQL Server
You can install IQ Watch Client and IQ Watch Web Services separately, or you
can install them to the same machine. Typically you install IQ Watch Client on
the local machines of those who will use it (basic user, reviewer, and
administrators).
IQ Watch Web Services should be installed on a Windows web server machine,
and typically it is installed once.
Note: When you install IQ Watch Web Service, the IQ8 Web Service is
installed automatically on the same machine. So there is not an option to
install IQ8 Web Service.
If you are using an Oracle database, see “Install IQ Watch Web Service for
Oracle” on page 25 for instructions.
Install both components to the same machine: In the steps below, we
!
assume that you are installing the IQ Watch Web Service and the IQ Watch
Client separately. However, if you are installing them on the same machine,
select both options in step 5.
If you use a SQL Server database, follow these steps to install the IQ Watch Web
Service (along with the IQ8 Web Service):
1. Place the Firstlogic IQ Watch installation CD in your CD drive. The
installation program should start automatically. If it doesn’t, choose Start >
Run. At the Run prompt, type x:\setup (where x is the letter of the CD-ROM
drive) and then click OK.
2. Click Next after reading the Welcome window.
3. Click Yes if you agree with the license agreement.
4. Choose IQ Watch Web Service. Click Next. (Select both components if you
are installing them on the same machine.)
5. Select SQL Server in the Technology Selection window. Click Next
6. In the SQL Database window, enter the name of the newly-created database
in the Name box (for example IQWatch_DB).
7. Enter the word iqwatch for both the User Name and Password.
Chapter 2: Install IQ Watch
23
8. Check with your DBA for information about your security settings so that
you can make the correct selections for the Integrated and the Persist
security settings. Click Next.
9. Review your settings and click Next. InstallSheild installs the software.
10. Click Finish when the InstallShield Wizard Complete window appears.
What’s next? Continue with the steps in “Install IQ Watch Client” on page 27.
24
IQ Watch System Administrator’s Guide
Install IQ Watch Web Service for Oracle
Follow these steps if you have an Oracle database.
You install IQ Watch Client and IQ Watch Web Services separately, unless you
plan to install them to the same machine. Typically you install IQ Watch Clie nt on
the local machines of those who will use it (basic user, reviewer, and
administrators). You can install once to each machine.
IQ Watch Web Services should be installed on a Windows web server machine,
and typically it is installed once.
Note: When you install IQ Watch Web Service, the IQ8 Web Service is
installed automatically on the same machine. So there is not an option to
install IQ8 Web Service.
If you are using a SQL Server database, see “SQL Server spe cial instructi ons” on
page 23 for instructions.
Install both components to the same machine: In the steps below, we
!
assume that you are installing the IQ Watch Web Service and the IQ Watch
Client separately. However, if you are installing them on the same machine,
select both options in step 5.
Install IQ Watch Web Service for Oracle
If you use an Oracle database, follow these steps to install the IQ Watch Web
Service:
1. Place the Firstlogic IQ Watch installation CD in your CD drive. The
installation program should start automatically. If it doesn’t, choose Start >
Run. At the Run prompt, type x:\setup (where x is the letter of the CD-ROM
drive) and then click OK.
2. Click Next after reading the Welcome window.
3. Click Yes if you agree with the license agreement.
4. Choose IQ Watch Web Service. Click Next. (Select both components if you
are installing them on the same machine.)
5. Select Oracle in the Technology Selection window. Click Next
6. In the Oracle Database window, enter the name of the newly-created
database in the Name box (for example IQWatch_DB).
7. Enter the word iqwatch for both the User Name and Password. Click Next.
Chapter 2: Install IQ Watch
25
8. Review your settings in the Start Copying Files window and click Next.
InstallSheild installs the software.
9. Click Finish when the InstallShield Wizard Complete window appears.
What’s next? Continue with the steps in “Install IQ Watch Client” on page 27.
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IQ Watch System Administrator’s Guide
Install IQ Watch Client
These steps are applicable for SQL Server and Oracle database types.
Install IQ Watch Client to individual employees’ computers. These employees
will use IQ Watch Client to perform all of the basic user, reviewer, and
administrator tasks.
1. Place the Firstlogic IQ Watch installation CD in your CD drive. The
installation program should start automatically. If it doesn’t, choose Start >
Run. At the Run prompt, type x:\setup (where x is the letter of the CD-ROM
drive) and then click OK.
2. Click Next after reading the Welcome window.
3. Click Yes if you agree with the license agreement.
4. Choose IQ Watch Client (deselect IQ Watch Web Services) in the
Component Selection window and click Next.
5. In the IQ Watch Web Service window, substitute the localhost value in the
URL with the name of the machine on which you installed IQ Watch Web
Services. Click Next.
Substitute “localhost” with the
name of the
machine on which
you installed IQ
Watch Web Services.
6. Accept the default location in the Destination Location window or click
Browse to select a different location. Click Next.
7. Click Yes if asked if you want the installer to create the destination folder.
8. Accept the default program folder of Firstlogic Applications, or select a
different one from the list. This is where you will find the software in the
Start menu. (If you accept the default, you will choose Start > Firstlogic
Applications > IQWatch.) Click Next.
9. Review your settings and click Next. InstallShield installs the software.
10. Click Finish when the install is complete.
Chapter 2: Install IQ Watch
27
Validate the install
After you complete the installation for IQ8 Server, IQ Watch Client, and the IQ
Watch Web Service (including the IQ8 Web Service), we recommend that you
validate your installer set up.
1. Choose Start > Settings > Control Panel. Select Administrative Tools and
open Internet Information Services.
2. In your machine’s Default Web Site folder, open ComplianceSolutionWS.
3. Look at the icon next to Comp liance SolutionWS. It should appear as an open
box.
If it appears as an open box, close Internet Information Services. If it
appears as a folder icon, follow the steps below in Change folder icon to open
box.
Change folder icon to open box
If the icon next to Compliance SolutionsWS appears as a folder instead of an
open box, you must follow these steps to change the icon to an open box .
1. Right-click on the ComplianceSolutionWS folder. Select Properties from
the menu.
2. Click the Create button in the Directory tab.
3. Click Apply and then OK. The icon should now appear as an open box.
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IQ Watch System Administrator’s Guide
Log on and make initial settings
This section provides steps for you to log onto IQ Watch for the first time and to
create your user account. In addition, there are steps to configure your IQ8 Server
in IQ Watch.
Change the default Admin password
Log in for the first time
Create your user name and password
We have set up a default administrator user account in IQ Watch. This account
can never be deleted.
Use this user name and password to open IQ Watch for the first time. We
recommend that this log in be reserved for the administrator’s use only. The
administer should change the Admin user password after opening IQ Watch for
the first time.
1. Choose Start > Firstlogic Applications > IQ Watch. The Firstlogic IQ Watch
Login window opens. (This is th e defa ult location . It i s different if you didn’t
accept the defaults.)
2. Enter admin as the User Name and admin as the Password. User Name and
Password fields are case sensitive.
With IQ Watch still open under the admin user name, follow these steps to create
a user name and password for yourself:
1. Choose System > Manage Users.
2. Click Add.
3. Enter your User name, Password (and Password confirmation), and
Password hint. The password must be from 3 to 16 characters long.
4. Enter your Full name and
Email address in the lower
portion of the Add User
window.
5. Create a reviewer group
from the Choose reviewer
group drop-down list. Select
the default group All.
(Eventually you will need to
create new reviewer groups.
See the IQ Watch User’s
Guide or online help for
steps.)
6. As an administrator user,
check the Administrator
privileges box. The
Reviewer privileges box is
automatically checked.
7. Click Add User.
Chapter 2: Install IQ Watch
29
Configure IQ8 Server components
Set up the IQ8 Server in IQ W a tch Client so that IQ Watch can communicate with
IQ8.
Save your settings as default. To save the IQ8 server component settings as
your default settings, choose File > Properties and check the Save/Restore
User Preferences.
1. Open IQ Watch by choosing Start\Firstlogic Applications\IQWatch.
2. Log on using your user name and password.
3. Choose System > IQ8 Server Settings.
4. Enter the information in the IQ8 Server Settings window (see the table below
for a description of each setting).
5. Enter the applicable information in the IQ8 Server to Database settings.
6. Click Test to make sure your connection works. Results appear in the text
box.
7. Click OK to save your settings and to close the window.
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IQ Watch System Administrator’s Guide
IQ8 Server Settings option descriptions
Option Description
Host name Enter the host name or IP address for the computer on which
the IQ8 Server is running. This value is initially set during
installation. For example, localhost is the default if the server
is installed locally.
Port number Enter the port number on which the IQ8 Server is running.
For example, 20003 is the default if the server is installed
locally.
Repository path Enter the path to the configuration_rules subdirectory of the
repository that you want to use for this server (for example,
\installation location\IQ8\Repository\ configuration_rules).
This path is relative to the host the IQ8 Server is running on.
IQ8 Web Service URL Enter the URL of the machine where you installed the W eb
Services (IQ Watch and IQ8). The Firstlogic default URL is
http://localhost/firstlogicIQservice/firstlogiciqservic.asmx
(for Windows).
Data source name Enter the name of your data source. The example address
below is for a local machine. If your database does not reside
on your local machine, you need to alter the data source name
appropriately for your server name. For example, if you
named your database IQW atch_DB (and you are working on
SQL Server), enter the following:
DRIVER={SQL Server};SERVER=(local);DAT ABASE=IQWatch_DB;Trusted_Connection=yes;
Congratulations!
You have completed the steps for installing IQ W at ch .
Learn how to use IQ Watch by reading the IQ Watch User’s Guide or by viewing
the IQ Watch online help and context sensitive help.
Chapter 2: Install IQ Watch
31
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IQ Watch System Administrator’s Guide
Index
A
Administrative Tools, 28
B
batch, 8
C
Compliance SolutionWS, 28
components
how they interact
interaction of, 10
IQ Watch Client, 8
IQ8 server, 9
location, 11
configure
IQ8 Server components
contact information
Firstlogic, 2
copyright statement, 2
, 10
D
data repository, 9
data source name, 31
database
metadata, 9
E
e-mail address
Firstlogic, 2
, 30
IQ8 Repository, 9
IQ8 server, 9
IQ8 Server components
configure, 30
IQ8 Web Service, 9
IQ8 Web Service URL, 31
L
legal notices, 2
M
metadata database, 9
Microsoft SQL Server, 14
MSDE, 9, 14
O
Oracle, 9, 14, 15
P
phone number
Firstlogic, 2
port number, 31
R
repository, 9
repository path, 31
S
SQL Server, 9
F
Firstlogic contact information, 2
H
host name, 31
I
IIS, 14
Install IQ8, 20
Installation CDs, 12
Internet Information Server
Microsoft
Internet Information Services, 28
IP address
host name
IQ Watch Client
overview
IQ8 installation, 20
, 14
, 31
, 8
T
trademarks, 2
transaction history, 8
transactional match, 8
U
UNIX, 12
unreviewed matches, 8
W
Web Service
IQ Watch
web service, 9
web site
Firstlogic
Windows, 11
, 23, 25
, 2
Index
33
34
IQ Watch System Administrator’s Guide
Index
35
36
IQ Watch System Administrator’s Guide
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