MTS RPC Reference Manual

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RPC® Data Manager Software Reference

100-172-934 D

Tradema rk in for m ation MTS, RPC, and Component RPC are registered trademarks and cRPC, eTIM,

SWIFT, MAST, and Remote Parameter Control are trademarks of MTS Systems Corporation within the United States. These trademarks may be protected in other coun t ries.

Proprietary information Software use and license is governed by MTS’s End User License Agreement

which defines all rights retained by MTS and granted to the End User. All Software is proprietary, confidential, and owned by MTS Systems Corporation and cannot be copied, reproduced, disassembled, decompiled, reverse engineered, or distributed without express written consent of MTS.

Software validation and

verification

Publication information

MTS software is developed using established quality practices in accordance with the requirements detailed in the ISO 9001 standards. Because MTSauthored software is delivered in binary format, it is not user accessible. This software will not change over time. Many releases are written to be backwards compatible, creating another form of verification.

The status and validity of MTS’s operating software is also checked during system verification and routine calibration of MTS hardware. These controlled calibration processes compare the final test results after statistical analysis against the predicted response of the calibration standards. With these established methods, MTS assures its customers that MTS products meet MTS’s exacting quality standards when initially installed and will continue to perform as intended over time.

MANUAL PART NUMBER PUBLICATION DATE

100-172-934 A April 2007 100-172-934 B May 2008 100-172-934 C May 2009 100-172-934 D February 2010

Contents

Technical Support 7

How to Get Technical Support 7

Before You Contact MTS 8

If You Contact MTS by Phone 9

Problem Submittal Form in MTS Manuals 10

Preface 11

Before You Begin 11

Documentation Conventions 11

Installation and System Settings 13

Data Manager Server PC Requirements 14

Software Product Installation 16

Install MTS Licensing Software 20

Update License File when Server Name Changes 22

Install or Upgrade to SQL Server Express 2008 23

Install RPC Data Manager Server 24

Data Manager Administrative Tasks 26

Firewall Setup for RPC License Software 27

Windows XP/Vista Firewall Setup for RPC License Software 28

Windows 7 Firewall Setup for RPC License Software 31

RPC Data Manager Software Reference

Introduction to Data Manager 33

About Data Manager 34

Archiving Projects - RPC Project Manager 35

Search, Data Retrieval, and Administration 36

About Archives 37

Keywords 38

Keyword Values 43

User Security Roles 45

RPC Data Manager Views 48

Administration Views 49

Server Selector Utility 50

Archiving a Project 57

Getting Started Archiving 58

Creating a New Archive 60

Updating an Existing Archive 67

Archiving when Disconnected from Network 75

Locating and Retrieving Archived Data 83

Archives View 84

Searching for Archived Data 89

Retrieving Archived Data 99

Deleting Archives 111

Locking and Unlocking Archives 112

Making Archives Remote or Local 114

Renaming Archives 118

Modifying Keywords in Archived Data 119

Modifying Archive Comments 124

RPC Data Manager Software Reference

Queries 127

Query Builder Window 128

Creating or Modifying a Query 134

Defining Query Expressions 136

Locking and Unlocking Queries 143

Deleting Queries 145

Administration 147

Role of the Administrator 148

Improving Security for Shared Folders 149

User Administration 152

Backup and System Management Tasks 157

Archive Management 159

Keyword Administration 164

Index 179

RPC Data Manager Software Reference

Technical Support

How to Get Technical Support

Start with your

manuals

Technical support

methods

The manuals supplied by MTS provide most of the information you need to use and maintain your equipment. If your equipment includes software, look for online help and README files that contain additional product information.

If you cannot find answers to your technical questions from these sources, you can use the Internet, e-mail, telephone, or fax to contact MTS for assistance.

MTS provides a full range of support services after your system is installed. If you have any questions about a system or product, contact Technical Support in one of the following ways.

www.mts.com The web site provides access to our technical support staff by means of an

onlineform:

www.mts.com > Contact MTS > Service & Technical Support button

E-mail RPC@mts.com

Telephone MTS Call Center 800-328-2255

Weekdays 7:00 A.M. to 5:00 P.M., Central Time

Fax 952-937-4515

Please include “Technical Support” in the subject line.

Outside the U.S. For technical support outside the United States, contact your local sales and

service office. For a list of worldwide sales and service locations and contact information, use the Global MTS link at the MTS web site:

www.mts.com > Global MTS > (choose your region in the right-hand column) > (choose the location closest to you)

RPC Data Manager Software Reference Technical Support

Before You Contact MTS

MTS can help you more efficiently if you have the following information available when you contact us for support.

Know your site

number and system

number

Know information

from prior technical

The site number contains your company number and identifies your equipment type (such as material testing or simulation). The number is typically written on a label on your equipment before the system leaves MTS. If you do not know your MTS site number, contact your sales engineer.

Example site number: 571167

When you have more than one MTS system, the system job number identifies your system. You can find your job number in your order paperwork.

Example system number: US1.42460

If you have contacted MTS about this problem before, we can recall your file based on the:

assistance

• MTS notification number

• Name of the person who helped you

Identify the problem Describe the problem and know the answers to the following questions:

• How long and how often has the problem occurred?

• Can you reproduce the problem?

• Were any hardware or software changes made to the system before the

problem started?

Know relevant

computer information

Technical Support

• What are the equipment model numbers?

• What is the controller model (if applicable)?

• What is the system configuration?

For a computer problem, have the following information available:

• Manufacturer’s name and model number

• Operating software type and service patch information

• Amount of system memory

• Amount of free space on the hard drive where the application resides

RPC Data Manager Software Reference

• Current status of hard-drive fragmentation

• Connection status to a corporate network

Know relevant

For software application problems, have the following information available:

software information

• The software application’s name, version number, build number, and (if

available) software patch number. This information can typically be found in the About selection in the Help menu.

• The names of other applications on your computer, such as:

– Anti-virus software

– Screen savers

– Keyboard enhancers

–Print spoolers

– Messaging applications

If You Contact MTS by Phone

A Call Center agent registers your call before connecting you with a technical support specialist. The agent asks you for your:

• Site number

• Name

• Company name

• Company address

• Phone number where you can be reached

If your issue has a notification number, please provide that number. A new issue will be assigned a unique notification number.

Identify system type To enable the Call Center agent to connect you with the most qualified

technical support specialist available, identify your system as one of the following types:

• Electromechanical material test system

• Hydromechanical material test system

• Vehicle test system

RPC Data Manager Software Reference Technical Support

• Vehicle component test system

• Aero test system

Be prepared to

Prepare to perform troubleshooting while on the phone:

troubleshoot

• Call from a telephone close to the system so that you can implement

suggestions made over the phone.

• Have the original operating and application software media available.

• If you are not familiar with all aspects of the equipment operation, have an

experienced user nearby to assist you.

Write down relevant

In case Technical Support must call you:

information

• Verify the notification number.

• Record the name of the person who helped you.

• Write down any specific instructions.

After you call MTS logs and tracks all calls to ensure that you receive assistance for your

problem or request. If you have questions about the status of your problem or have additional information to report, please contact Technical Support again and provide your original notification number.

Problem Submittal Form in MTS Manuals

Use the Problem Submittal Form to communicate problems with your software, hardware, manuals, or service that are not resolved to your satisfaction through the technical support process. The form includes check boxes that allow you to indicate the urgency of your problem and your expectation of an acceptable response time. We guarantee a timely response— your feedback is important to us.

Technical Support

Access the Problem Submittal Form:

• In the back of many MTS manuals (postage paid form to be mailed to

MTS)

• www.mts.com > Contact Us > Problem Submittal Form button

(electronic form to be e-mailed to MTS)

RPC Data Manager Software Reference

Preface

Before You Begin

Safety first! Before you use your MTS product or system, read and understand the Safety

manual and any other safety information provided with your system. Improper installation, operation, or maintenance can result in hazardous conditions that can cause severe personal injury or death, or damage to your equipment and specimen. Again, read and understand the safety information provided with your system before you continue. It is very important that you remain aware of hazards that apply to your system.

Other MTS manuals In addition to this manual, you may receive additional manuals in paper or

electronic form.

You may also receive an MTS System Documentation CD. It contains an electronic copy of the manuals that pertain to your test system, such as:

• Hydraulic and mechanical component manuals

• Assembly drawings

• Parts lists

• Operation manual

• Preventive maintenance manual

Controller and application software manuals are typically included on the software CD distribution disc(s).

Documentation Conventions

The following paragraphs describe some of the conventions that are used in your MTS manuals.

Hazard conventions Hazard notices may be embedded in this manual. These notices contain safety

information that is specific to the activity to be performed. Hazard notices immediately precede the step or procedure that may lead to an associated hazard. Read all hazard notices carefully and follow all directions and recommendations. Three different levels of hazard notices may appear in your manuals. Following are examples of all three levels.

RPC Data Manager Software Reference Preface

Note For general safety information, see the safety information provided

with your system.

DANGER

Danger notices indicate the presence of a hazard with a high level of risk which, if ignored, will result in death, severe personal injury, or substantial property damage.

WARNING

Warning notices indicate the presence of a hazard with a medium level of risk which, if ignored, can result in death, severe personal injury, or substantial property damage.

CAUTION

Caution notices indicate the presence of a hazard with a low level of risk which, if ignored, could cause moderate or minor personal injury or equipment damage, or could endanger test integrity.

Notes Notes provide additional information about operating your system or highlight

easily overlooked items. For example:

Special terms The first occurrence of special terms is shown in italics.

Illustrations Illustrations appear in this manual to clarify text. They are examples only and

Electronic manual

conventions

Hypertext links The electronic document has many hypertext links displayed in a blue font. All

Preface

Note Resources that are put back on the hardware lists show up at the

end of the list.

do not necessarily represent your actual system configuration, test application, or software.

This manual is available as an electronic document in the Portable Document File (PDF) format. It can be viewed on any computer that has Adobe Acrobat Reader installed.

blue words in the body text, along with all contents entries and index page numbers, are hypertext links. When you click a hypertext link, the application jumps to the corresponding topic.

RPC Data Manager Software Reference

Installation and System Settings

Contents Data Manager Server PC Requirements 14

Software Product Installation 16

Install MTS Licensing Software 20

Update License File when Server Name Changes 22

Install or Upgrade to SQL Server Express 2008 23

Install RPC Data Manager Server 24

Data Manager Administrative Tasks 26

Firewall Setup for RPC License Software 27

Windows XP/Vista Firewall Setup for RPC License Software 28

Windows 7 Firewall Setup for RPC License Software 31

RPC Data Manager Software Reference Installation and System Settings

Data Manager Server PC Requirements

Overview Before installing the Data Manager Server software, ensure the PC meets the

minimum system requirements. Ideally, the PC should meet the recommended system requirements for improved performance.

PC hardware

requirements

COMPONENT MINIMUM RECOMMENDED

Server type

Processor

RAM

Hard drive

Available disk space

Monitor

The following table lists the requirements that the PC must have in order to run the Data Manager Server software.

If the RPC Pro/Component RPC Pro software and the Data Manager Server software will be installed on the same PC, make sure the PC meets the requirements of both. Where the component requirements overlap, the Data Manager Server requirements should be used.

Single-user server Multi-user server

Intel Pentium, 1.0 GHz Intel Core Duo, 3.16 GHz

1 GB 2 GB

20 GB 50 GB (or more), RAID-5 Disk

Array

15 GB 40 GB (or more)

17 inch monitor Resolution 1024 x 768 65,536 or high colors

21 inch monitor Resolution 1280 x 1024 High or true colors

Supported operating

systems

Installation and System Settings

Data Manager Server software can run on any of the following operating systems:

• Windows XP 32 bit Professional with Service Pack 3

• Windows Vista 32 bit Business with Service Pack 2

• Windows Vista 64 bit Business with Service Pack 2

• Windows 7 32 bit Professional

• Window 7 64 bit Professional

RPC Data Manager Software Reference

Data Manager Server PC Requirements

Localization Data Manager Server software can run on a supported operating system in any

of the following language versions:

• English

• German

• French

• Japanese

RPC Data Manager Software Reference Installation and System Settings

Software Product Installation

Getting started with

the installations

MTS RPC License

Software Installation

RPC Data Manager

Server Installation

Summary

Log on to the computer using an account that has Administrator privileges.

Close all applications and place the Installation CD in its drive.

The RPC Pro/Component RPC Pro Software and MTS Licensing Software installations are on the first CD. All other product installations are on the second CD.

Install MTS Licensing Software.

Install the following components on the computer that will be used to run the RPC Data Manager Server software. RPC Data Manager Server software can operate on the same computer with the MTS RPC and Data Manager client software.

For storage and administrative reasons, you may find it best to install the RPC Data Manager Server software on a separate computer.

If Data Manager Server is installed on a computer separate from RPC Pro, you will need to install the MTS Licensing Software on both computers.

1. Install and configure SQL Server Express 2008.

2. Install RPC Data Manager Server.

Important If prompted, restart the computer at the end of each installation. When the

Installation and System Settings

3. Perform Data Manager administrative tasks.

computer is restarting, log on to Windows using the same administrator account that the software was installed under. Doing this allows the installation program to finish setting up the files. Then, start the software to verify that it is properly installed. After that, users can log on using their own account.

RPC Data Manager Software Reference

Software Product Installation

Main RPC Software

Product Installation

The first installation CD provides the following options.

Click Install Products to open the following install screen:

Click View Readme Files to access the Readme file, License Agreement, and Software Assistance form. The Readme file contains important installation information.

RPC Data Manager Software Reference Installation and System Settings

Software Product Installation

Click Contact Us to learn the best method for contacting MTS.

Click Exit to exit the installation program.

Other RPC Software

Product Installations

The second installation CD provides the following options.

Click Install Products to open the following install screen:

Installation and System Settings

RPC Data Manager Software Reference

Software Product Installation

Click Contact Us to learn the best method for contacting MTS.

Click Exit to exit the installation program.

RPC Data Manager Software Reference Installation and System Settings

Software Product Installation

Install MTS Licensing Software

Who should install Anyone who received an RPC license CD must install the MTS Licensing

Software on the appropriate computer(s). This includes customers upgrading to the latest version of RPC software, new customers or customers that have purchased advanced features.

MTS Licensing

Software overview

Client versus server

license install

Installation

instructions

MTS Licensing Software must reside on the RPC workstation(s). If the latest version of Data Manager Server software is going to be installed on a separate computer, make sure to install the MTS Licensing Software on that computer as well.

Determine whether the licensing software should be installed as a client or server.

If you have an RPC License CD that contains the license file specifically for your computer’s physical network address, your computer will be acting as a license server for itself.

If the MTS Licensing Software is installed using a license file built for another computer’s physical network address, your computer will be the license client.

1. Click MTS Licensing Software in the Install Products page.

2. Follow the instructions that are provided in the setup windows.

3. When prompted, choose to install as Client or as Server.

Installation and System Settings

RPC Data Manager Software Reference

Software Product Installation

4. Follow these steps when prompted for the location of the MTS license file:

A. Remove the RPC Installation CD, and insert the RPC License CD.

B. If you already know the drive letter for the CD, enter it in the box

(for example E:\), or click Browse and then choose the drive for the CD in the window that appears.

C. Click Next to install the MTS license.

5. Restart the computer at the end of the installation.

6. If you want to install more RPC software, insert the RPC Installation CD after the computer has restarted.

RPC Data Manager Software Reference Installation and System Settings

Software Product Installation

Update License File when Server Name Changes

License update

examples

Location of license

file

Update server name

in license file

If the name of the license server computer changes some time after the MTS license software was installed, the license file would need updating to reflect the computer name change.

• If the license server is used to serve itself, the license file would need

updating (locally) to reflect the new name of the computer.

• If the license server is used to serve other client computers, the license file

on the server and client computers would need updating to reflect the new name of the license server. If the name of the license client computer changes, the license file would not need updating.

Note If the computer’s network card has changed since the MTS license

software was installed, contact MTS.

The mts_license.dat file is typically located in the C:\MTS\License directory. The location of the license directory may vary depending on your installation.

The first line of the mts_license.dat file specifies the computer name. For example:

SERVER old-computer-name 0011550D6047

In this example, replace <old-computer-name> with the new Host name of the computer.

Installation and System Settings

After the license file is updated, restart the computer to restart the FLEXlm License Manager service.

RPC Data Manager Software Reference

Software Product Installation

Install or Upgrade to SQL Server Express 2008

Overview Data Manager Server is now supported on SQL Server Express 2008.

Data Manager Server will work with MSDE, so upgrading to SQL Server Express 2008 is not required.

Who should install New RPC Data Manager Server customers should install SQL Server Express

2008 on the computer that will have the Data Manager Server software installed.

Who can upgrade Previous RPC Data Manager Server users can upgrade MSDE to SQL Server

Express 2008 on the computer that will have the Data Manager Server software installed.

This upgrade will maintain your existing databases and bring them forward from MSDE to SQL Server Express 2008.

Instructions If you plan to use SQL Server Express 2008, it must be installed or upgraded

and configured before RPC Data Manager Server can be properly installed.

To upgrade MSDE to SQL Server Express 2008, open the MSDE to SQL Server Express 2008 Upgrade.doc file in the ..\\DataMgrSupport folder on the RPC Pro Media 2 CD, and then follow the instructions in that document.

To install SQL Server Express 2008, open the SQL Server Express 2008 Installation Instructions.doc file in the ..\\DataMgrSupport folder on the RPC Pro Media 2 CD, and then follow the instructions in that document.

RPC Data Manager Software Reference Installation and System Settings

Software Product Installation

Install RPC Data Manager Server

Who should install MTS RPC customers who plan to use Data Manager to manage, archive and

retrieve test information must install the RPC Data Manager Server software. Install the RPC Data Manager Server software on the computer that is licensed to run the software.

Installation

instructions

1. Ensure the computer meets the System Requirements.

2. New customers should install SQL Server Express 2008. Existing customers using MSDE can optionally upgrade to SQL Server Express

2008.

3. Click on RPC Data Manager Server in the Install Products page.

Follow the instructions that are provided in the setup windows.

During installation, setup looks for a previous version of Data Manager. Choose to uninstall the previous version of Data Manager if prompted by the setup. A previous version can be the Data Manager client which is installed with the RPC Pro software.

During the installation, you will be prompted to Enter SA account password. Enter the default password:

Installation and System Settings

Setup will continue to guide you through the remaining installation steps.

RPC Data Manager Software Reference

Software Product Installation

Change the “sa”

account password

Change the “sa” account password after the RPC Data Manager Server software is installed.

1. Open a DOS Command Prompt window.

2. Enter the following at the command prompt:

osql –S (local)\Datamgr –U sa –P sa

3. At the 1> prompt, enter the following to specify the new password (except, replace xxx with your new desired password):

exec sp_password @new=’xxx’, @loginame=’sa’

4. At the 2> prompt, enter the following to execute the password change:

5. Observe the “Password changed” message and new 1> prompt.

6. At the 1> prompt, enter the following to terminate the program:

quit

Important Remember the account password (record it and keep it in a

secure place). If you forget the password, you could potentially lose access to the database.

RPC Data Manager Software Reference Installation and System Settings

Data Manager Administrative Tasks

After the Data Manager client and server software are installed on the licensed computers, the person with Administrator privileges for Data Manager must complete all of the following tasks. Refer to the Data Manager documentation for more information.

Instructions 1. Add all users to a group with access privileges to shared network folders.

2. Add all users to the RPC Database and define their security role.

3. Review backup jobs that are automatically scheduled.

4. Plan and set up offline storage for historical or very large archives.

5. Define user keywords, set up restricted keyword values, define any additional product system keywords, and make sure appropriate system keywords are set as “required.”

6. Add new users to the RPC Database and define their security role.

7. Add new users to the group with access privileges to shared network folders.

Installation and System Settings

RPC Data Manager Software Reference

Firewall Setup for RPC License Software

Overview Firewall software can block licensing programs from accessing the network. As

a result, the MTS RPC Software will not be able to check out a license.

There are two types of license servers that can be affected by firewall software:

• A computer that is acting as a license server for itself

• A computer that is acting as a license server for other computers

Follow the instructions to configure Windows Firewall on the computer that is acting as the license server.

RPC Data Manager Software Reference Installation and System Settings

Firewall Setup for RPC License Software

Windows XP/Vista Firewall Setup for RPC License Software

You must be logged on as an administrator to perform these steps.

1. Open Windows Firewall control panel.

For Windows XP: Start menu > Settings > Control Panel > Windows Firewall.

Installation and System Settings

RPC Data Manager Software Reference

Firewall Setup for RPC License Software

For Windows Vista: Windows Start menu > Control Panel > Windows Firewall.

Windows Firewall can be turned on or off for different network connections.

If Windows Firewall is turned Off, the programs will not be blocked and therefore the remaining steps may be ignored. Turning Windows Firewall Off is not recommended.

2. If Windows Firewall is turned On in the General tab, ensure that exceptions are allowed.

For Windows XP: Un-check the Don’t allow exceptions box.

For Windows Vista: Un-check the Block all incoming connections box.

3. Click on the Add Program button in the Exceptions tab.

4. Click on the Browse button in the Add a Program window.

5. Browse to the C:\MTS\License directory, select lmgrd.exe, and then click Open in the Browse window.

6. Click OK in the Add a Program window.

RPC Data Manager Software Reference Installation and System Settings

Firewall Setup for RPC License Software

7. Repeat steps 3 through 6 for the mtsd.exe and mtsdmon.exe programs.

8. Ensure lmgrd.exe, mtsd.exe, and mtsdmon.exe programs are selected on the Windows Firewall Exceptions tab.

9. Click OK to save changes to the Windows Firewall.

Installation and System Settings

RPC Data Manager Software Reference

Firewall Setup for RPC License Software

Windows 7 Firewall Setup for RPC License Software

You must be logged on as an administrator to perform these steps.

1. Open Windows Start menu > Control Panel > System and Security > Windows Firewall.

Windows Firewall can be turned on or off for different network connections.

If Windows Firewall is turned Off, the programs will not be blocked and therefore the remaining steps may be ignored. Turning Windows Firewall Off is not recommended.

2. Click Allow a program or feature through Windows Firewall.

3. Click on the Allow another program button.

RPC Data Manager Software Reference Installation and System Settings

Firewall Setup for RPC License Software

Installation and System Settings

4. Click on the Browse button in the Add a Program window.

5. Browse to the C:\MTS\License directory, select lmgrd.exe, and then click Open in the Browse window.

6. Click OK in the Add a Program window.

7. Verify that the program is allowed on the appropriate network(s).

8. Repeat steps 3 through 7 for the mtsd.exe and mtsdmon.exe programs. Note that when mtsd gets added to the program list, its display name will change to lmgrd326b.

9. Click OK to save changes to the Windows Firewall.

RPC Data Manager Software Reference

Introduction to Data Manager

Contents About Data Manager 34

Archiving Projects - RPC Project Manager 35

Search, Data Retrieval, and Administration 36

About Archives 37

Keywords 38

Keyword Values 43

User Security Roles 45

RPC Data Manager Views 48

Administration Views 49

Server Selector Utility 50

RPC Data Manager Software Reference Introduction to Data Manager

About Data Manager

Data Manager is a client-server data management solution focused on the management, archival, and retrieval of test information. It allows multiple users in test and analysis areas to archive and retrieve data intelligently in order to better manage and leverage the valuable information that they produce.

To make searches as efficient as possible, Data Manager maintains the database (which contains information about the archived data) and the archived data in separate locations. Data Manager also supports offline storage of archived data. This allows historical data or very large projects to be physically stored offline, while users continue to browse and search for all data in the database. (To open items or retrieve the data, the archive must be stored locally.)

As a Data Manager user, you can:

• Archive your current project in a new archive or use current project data

to update an existing archive. The familiar project structure is maintained in the archive.

• Select a saved query, create a new query, or modify an existing query to

search for archived data from previous projects.

Introduction to Data Manager

• Browse archived data and open archived items to verify their contents

before retrieval.

• If you are the archive owner or an Administrator, you can lock and unlock

archives, delete archives, rename archives, make archives local or remote, and modify user-assigned keywords used to identify items in the archive.

• Retrieve historical project information into your current project.

The Data Manager Administrator has access to these user functions plus additional functions for managing users in the database and managing the master list of keyword definitions used to search for and retrieve archived data. The Administrator is also responsible for moving archives between local and offline storage and for managing backups for both the Data Manager database and archived data.

RPC Data Manager Software Reference

Archiving Projects - RPC Project Manager

Archiving with Data Manager means archiving your current project in either a new archive or archiving current project data to update an existing archive. Each time you archive a project, keywords and values that describe the data are assigned to the top-level archive and its contents. These keywords can be used later to search for archived data with these specific characteristics.

Archiving always begins in the RPC Project Manager, with the current project open and all other RPC applications closed. See 57 for specific instructions.

“Archiving a Project” on page

RPC Data Manager Software Reference Introduction to Data Manager

Search, Data Retrieval, and Administration

Data Manager’s search, retrieval, and administration functions can be accessed from any RPC application (except Project Manager and Setup) by clicking the Data Manager icon in the tool bar. Use these Data Manager functions to search the database, to open archived files so you can verify their contents, to retrieve archived data, and to create queries used to search for archived data. In addition, the Data Manager Administrator can access functions used to manage the master keyword list and to manage users.

When you open Data Manager, the Archives view opens automatically. From there, the functions and views that you can access depend on your user role in Data Manager. See

“User Security Roles” on page 45.

Introduction to Data Manager

RPC Data Manager Software Reference

About Archives

The archive is the primary storage unit in Data Manager. When you archive a project, you create an archive and information about the archive is stored in the Data Manager database. The archived data has the same structure as the project that was archived, with the project folder just below the top-level archive in the archive hierarchy.

The Data Manager Archives view provides a list of all archives in the database and displays the keywords and values associated with each item. The Archives list displays the project structure and uses the same icons to identify project items as a Project Explorer window.

About Archives

RPC Data Manager Software Reference Introduction to Data Manager

Keywords

When data is archived, keywords and values are assigned to the data that describe its properties. Later, you can define queries to search for items in the archive that have these keywords and values assigned.

Keyword types

overview

Data Manager defines several types of keywords that can be assigned to archived data:

• User-assigned keywords, assigned by the archive owner with the user-

specified values when the data is archived. These keywords maybe assigned to all data, or to data associated with a specific product (such as RPC).

• Product system keywords, which are assigned automatically when the data

is archived. Keyword values are extracted from the data, typically from a keyword in the file header. These keywords are always associated with a specific product.

• Standard keywords, which are assigned to all archived data to identify its

general characteristics, such as the archive date, item type, archive owner, etc.

User keywords User keywords are created and defined by the Administrator. Users can then

assign these keywords and their values when they archive the data.

Note With some restrictions, the archive owner and the Administrator

can also modify user keywords that were assigned to archived data. See “Modifying Keywords in Archived Data” on page 119.

• Each user keyword definition specifies that it can be assigned to all data

(“all products”) or only to data associated with a specific product (such as RPC).

Product system

keywords

Introduction to Data Manager

• If a user keyword is defined as “required,” it is automatically selected when

data is archived, provided any data selected for archiving has the same product association as the keyword. Required keywords must be assigned and cannot be removed, but you can specify their values.

User keywords are displayed in the Archives view for the selected item and can also be displayed from the search results windows.

Product system keywords are always associated with a specific product (such as RPC), and they are assigned automatically during the archive process, with the

RPC Data Manager Software Reference

Keywords

keyword value extracted from the data being archived, if all of the following conditions are true:

• The keyword and the data are associated with the same product (such as

RPC).

• The keyword is defined as required.

• The archiving software can obtain the keyword value from the data

(typically, from the file header).

Data Manager provides a set of product system keywords for RPC. However, the Administrator can also create additional product system keywords for special purposes. Product system keyword names typically identify the product (for example, RPC product system keywords start with “RPC”).

Product system keywords are displayed in the Archives view, but they cannot be removed and their values cannot be changed. These keywords can also be used in queries to search for archived data.

Product system keywords User keywords

Standard keywords Standard keywords are also assigned automatically when data is archived, but

these keywords are not associated with any product. They are used to identify general properties, such as the archive date, archive owner, item type, etc.

RPC Data Manager Software Reference Introduction to Data Manager

Keywords

In the Archives view, standard keywords are displayed in the Item Properties pane. Standard keywords cannot be removed, and their values cannot be changed. Like other types of keywords, they can be used in queries to search for archived data.

Note Property names do not always exactly match standard keyword

names.See

“Standard keywords” on page 39 for a list of standard

keyword names and data types.

KEYWORD DATA TYPE VALUE

Archive Contents

Text Value Comma-delimited list of product drivers used to

archive the data. If no product-specific data exists in the archive, this value is set to “Generic.”

Archive Creation Date

Archive Last Updated

Archive Locked

Archive Name

Date/Time Date and time the archive was created.

Date/Time Date and time the archive was last updated.

Boolean Specifies whether the archive is locked or unlocked.

Text Value Archive name in the database. Displayed in the Item

Properties as “Parent Archive.”

Introduction to Data Manager

RPC Data Manager Software Reference

KEYWORD DATA TYPE VALUE

Keywords

Archive Owner

Comments

Item Archived Date

Item Date

Item Last Updated

Item Name

Item Path

Item Size

Item Type Name

Original Computer

Text Value User name that archived the data in this format:

domain\username

Text Value Any text, up to 64k in length. This text consists of the

archive comments that were assigned when the data was archived, or as last modified in the Archives view.

Date Date the item was first stored in this archive.

Date Date the item was created or last modified (same as

File System date).

Date/Time Date and time that the item was last archived via an

Archive Update operation.

Text Value Typically the folder (directory) name or file name of

the archived item.

Text Value Original path name of the archived item. Displayed as

“Path” in search results windows and as “Original Location” in the Item Properties.

Numeric The item size is displayed in kilobytes (KB).

Text Value (Restricted)

Identifies the item type (displayed in Item Properties as “Item Name”). Examples are Archive, Directory, File.

Text Value Identifies the computer used to originally create the

archive. This property applies to all items in the archive, including items that may have been added to the archive in an update from a different computer.

Original Location

Text Value Identifies the path name of the item at the time it was

archived. Data Manger uses this property in an archive update to determine whether an item selected for the archive update will replace an existing item in the archive.

Product

Text Value (Restricted)

Product association for the archived item. The keyword value is a specific product (such as RPC) or “File System” (for items not associated with a specific product).

Remote Archive Comments

Text Value Any text, up to 64k in size. The value of this keyword

is the entire text of the Remote Archive Comments that were assigned when the archive was made remote.

RPC Data Manager Software Reference Introduction to Data Manager

Keywords

KEYWORD DATA TYPE VALUE

Remote Archive Date

Stored Remotely

Date Date that the archive was made remote. (This property

is not displayed in the Archives view nor in the Item Properties dialog accessed from the search results windows.)

Boolean This value is FALSE if the item is in a local archive, and

TRUE if the item is in a remote archive.

Introduction to Data Manager

RPC Data Manager Software Reference

Keyword Values

Each keyword value must match the keyword value type (text, Boolean, date) specified in the keyword definition. Keyword values for all data types must be 256 characters or less.

Note Number and date formats for keyword values must be consistent

KEYWORD VALUE

Keyword Values

with your computer’s operating system locale.

Numeric keywords

Te x t k ey w o r d s

Te x t k e yw o rd s w it h restricted values

Type a positive or negative numeric value in the range of 0.0000000000001 to 999,999,999,999,999 (and zero). The numeric format may be integer, real number, or exponent (for example, 1e+5).

Click in the Valu es field to enable editing, then type the value (maximum 256 characters).

Keyword values are restricted to a pre-defined list, and a value must be selected from the list.

RPC Data Manager Software Reference Introduction to Data Manager

Keyword Values

KEYWORD VALUE

Boolean keywords

Date keywords

Click on the Val ue s field and select True or False from the list.

Type the date in a valid date format or click the arrow in the Va lue s field to open a selection calendar. Find the date in the calendar and click on it.

Introduction to Data Manager

RPC Data Manager Software Reference

User Security Roles

Data Manager provides three security roles for its users, with increasing levels

of privileges — Guest, Test Engineer, and Administrator. Your security role

determines which Data Manager functions are available.

Guest role Guest users can search for and retrieve archived data, but they cannot archive

data. Guests can create queries and modify existing queries to search for archived data, but they cannot save new queries or overwrite existing queries.

User Security Roles

Test engineer role Test Engineer users have all Guest privileges, plus the ability to archive their

projects, to delete, rename, lock and unlock archives and to change keywords and archive comments for archives that they own. They cannot change, delete, or lock and unlock archives that are owned by other users.

Test Engineers can save queries that they have created or modified, and they can delete, overwrite, and lock or unlock queries that they own. They cannot overwrite, delete, or lock and unlock queries that are owned by other users.

RPC Data Manager Software Reference Introduction to Data Manager

User Security Roles

Administrator role The Administrator has all Test Engineer privileges, plus the ability to perform

operations on archives that are owned by other users. In addition, the Administrator can access views on the Administration task bar to manage keyword definitions, to add or delete users, to monitor user sessions, and to assign a security role to each user.

Introduction to Data Manager

RPC Data Manager Software Reference

User Security Roles

The Administrator is also responsible for these additional tasks:

• Probably most important -- monitoring backups and restoring from

backups if necessary.

• Managing remote storage, including storage of archives off-line.

• Managing hardware and software, including supporting failed hardware,

database diagnostics, antivirus software, defragmenting disks, and future drive expansion.

See “Administration” on page 147 for specific information about these Administrator tasks.

RPC Data Manager Software Reference Introduction to Data Manager

RPC Data Manager Views

Archives view Use the Archives view to browse the hierarchy of archived data, to search for

archived data, to retrieve archived data, and to create or modify queries. If you are the archive owner or the Administrator, you can also use this view to modify keywords in archived data, to change the archive comments, to delete or rename archives, to lock or unlock archive, or to make an archive remote or local. This view opens automatically when you open Data Manager.

Introduction to Data Manager

RPC Data Manager Software Reference

Administration Views

These views provide special functions for the Data Manager Administrator.

Keywords view The Keywords view displays the master list of available keywords and allows an

Administrator to add, delete, and change keyword definitions (with some restrictions).

Users view The Users view displays the list of users and their security privilege and allows

the Administrator to add or delete users, to assign or change user security privileges, and to monitor user sessions.

Administration Views

RPC Data Manager Software Reference Introduction to Data Manager

Server Selector Utility

When to use Before you can archive a project or search for and retrieve archived data, you

must use the Server Selector Utility to configure the server and database.

Once you have used the Server Selector utility to specify these names, Data Manager will automatically connect to the server and database each time you start the application.

Server and database

names

If Data Manager

cannot find the server

The Data Manager administrator is the person responsible for installing and setting up the RPC Data Manager Server. Ask the Data Manager Administrator for the server name and the database name, which has this format:

database_name on server_name/instance_name

If the server and database names have not been configured when you start Data Manager, a Configuration error dialog will appear. Click Yes to open the Open Database dialog.

Note See also “Connecting to database if server name has changed” on

page 52.

Configuring the server

and database

If the Open Database selection list displays the database you need, you can simply open it (see database does not appear in the selection list, you will have to add the database to the selection list before you can open it.

“Opening the database” on page 51). However, if the

Adding the database To add database to the Open Database selection list:

Introduction to Data Manager

RPC Data Manager Software Reference

Server Selector Utility

1. Click the Add button in the Open Database window. The Select Server and Database dialog will open.

DEMORPC Database

2. In the Server field, type the server name with the instance name or select the name from the drop-down list. You must use datamgr as the

instance name.

Example: DEMO-SERVER\datamgr

Note If you see a “not a valid user” message after entering the server

name, make sure that you entered the correct name for the server and instance name.

3. The Database list will now contain a list of databases for the specified server. Select RPC Database in the drop-down list. There may be other database names in the list, however you must use RPC Database.

4. Click OK to add the database to the list.

Opening the database To open the Data Manager database once it appears in the Open Database

selection list:

1. Click on the Data Manager database name in the Open Database dialog.

2. Click Open to open this database and close the dialog.

Note The database will open only if the Administrator has defined you as

a user. See

RPC Data Manager Software Reference Introduction to Data Manager

“Users view” on page 152.

Server Selector Utility

Connecting to

database if server

name has changed

Follow these steps to establish connection to the database if the server name has changed.

1. As a prerequisite, ensure the new computer name is updated in any files that rely on a host name, such as the HOSTS files on other computers or the RPC license file.

For example, if the Data Manager Server is also acting as a license server, ensure the new computer name is updated in the license file(s).

2. Remove old server from database.

A. Open the MTS Data Manager Explorer.

B. In the first Database Error, select OK to acknowledge.

C. In the next Database Error, select Retry.

D. In th e Open Database window, select the old server name and then

click on the Remove button.

3. Add new server to database.

A. Click the Add button in the Open Database window. The Select

Server and Database dialog will open.

Introduction to Data Manager

RPC Data Manager Software Reference

Server Selector Utility

Ensure correct computer name is entered here, followed by \datamgr

DEMORPC Database

B. In the Server field, type in the new server (computer) name with the

instance name or select the name from the drop-down list. You must use datamgr as the instance name.

Example: NEW-SERVER\datamgr

Note If you see a “not a valid user” message after entering the server

name, make sure that you entered the correct name for the server and instance name.

C. The Database list will now contain a list of databases for the

specified server. Select RPC Database in the drop-down list. There may be other database names in the list, however you must use RPC Database.

D. Click OK.

E. In the Open Database window, select the new server name and click

the Open button.

F. In the Database Error dialog, click the Cancel button.

G. In the Application Initialization Error dialog, click the OK button.

4. Add the correct authorized user.

A. Log on to the computer using a local Administrator account.

B. Open a command prompt window, and then enter:

osql -S (local)\DATAMGR -U sa -P sa

Note If the “sa” account password was changed after installing MSDE,

enter the new password after -P, instead of “sa”.

RPC Data Manager Software Reference Introduction to Data Manager

Server Selector Utility

C. At the 1> prompt, enter:

use [RPC Database]

D. At the 2> prompt, enter:

exec DeleteUser 'oldname\Administrator', 1

Note Substitute the original computer name for “oldname”.

E. At the 3> prompt, enter:

exec master..sp_dropuser 'oldname\Administrator'

Note Substitute the original computer name for “oldname”.

F. At the 4> prompt, enter:

exec AddUser 'newname\Administrator', 3

Note Substitute the new computer name for “newname”.

G. At the 5> prompt, enter:

H. At the 1> prompt, enter:

quit

5. Restart eTIMServer service.

A. Open the Services tool. For example: Start menu > Control Panel

> Performance and Maintenance > Administrative Tools > Services.

B. Locate the entry named eTIM Server.

C. Right-click on eTIM Server, and then select All Tasks > Restart.

D. Wait for restart process to finish and then close the Services tool.

6. Modify Location table entries.

A. Open a command prompt window, and then enter:

osql -S (local)\DATAMGR -U sa -P sa

Introduction to Data Manager

RPC Data Manager Software Reference

Server Selector Utility

Note If the “sa” account password was changed after installing MSDE,

enter the new password after -P, instead of “sa”.

B. At t he 1> prompt, enter:

use [RPC Database]

C. At the 2> prompt, enter:

UPDATE Location SET Location = REPLACE(Location, 'oldname', 'newname')

Note Substitute the original computer name for “oldname” and substitute

the new computer name for “newname”.

D. At the 3> prompt, enter:

E. At the 1> prompt, enter:

quit

RPC Data Manager Software Reference Introduction to Data Manager

Server Selector Utility

Introduction to Data Manager

RPC Data Manager Software Reference

Archiving a Project

Contents Getting Started Archiving 58

Creating a New Archive 60

Updating an Existing Archive 67

Archiving when Disconnected from Network 75

RPC Data Manager Software Reference Archiving a Project

Getting Started Archiving

To archive a project, close all RPC applications, leaving just the RPC Project Manager open. Then click on the Data Manager icon.

Click here to archive the current project.

After you click on the Data Manager icon in the Project Manager, the software will open the necessary windows. For example, each time Data Manager is opened, the software searches for a valid server. If Data Manager client cannot find the server, the software prompts you to configure a server. The server only needs to be selected initially the first time you use Data Manager. After that, the next time Data Manager is opened, the software skips the server selector and opens the necessary window(s) for archiving.

Archiving a Project

RPC Data Manager Software Reference

Getting Started Archiving

First time use of Data

Manager archive

Subsequent use of

Data Manager

archive

If you are a first time user of Data Manager, you may get a Configuration Error message stating there is no server set up for this client. If this is the case,

click Yes to configure the server. The appear.

If this is also your first time archiving a project (meaning there are no project archives created by your user name on the server), you may not be prompted to update an archive when Data Manager is opened. Instead, a window will appear for creating a new archive. The update/create archive prompt will not appear if you have no archives, or if you do not have access privileges to update any other users archives. If this is the case, see

When subsequent archives are performed, the user will be prompted to update or create a new archive when Data Manager is opened. If this is the case, see

“Creating a New Archive” on page 60 or “Updating an Existing Archive” on

page 67.

“Server Selector Utility” on page 50 will

“Creating a New Archive” on page 60.

RPC Data Manager Software Reference Archiving a Project

Creating a New Archive

If you select the option to create a new archive, Data Manager will store the project in a new archive. After selecting this option, if you specify an archive name that already exists, the existing archive will be overwritten.

How keywords are

assigned in a new

archive

Initiate the archive

process

When you archive a project into a new archive, keywords are assigned to the archive and its contents as follows:

1. Data Manager examines the first file to be archived, extracts values for product system keywords from the file, and assigns these keywords and values.

2. Standard system keywords and user keywords are then assigned to the file as appropriate.

3. Steps 1 and 2 are repeated for each file to be archived.

4. Archived folders and the top-level archive are assigned the “All Products” user keywords and applicable standard keywords.

To archive your current project in a new archive:

Note Data Manager will archive the current project, so make sure that the

project you want to archive is open.

1. Close all RPC applications except RPC Project Manager. (Archiving is not allowed if any applications are open.)

2. From the Project Manager window, click the Data Manager icon to start the archive process.

Archiving a Project

RPC Data Manager Software Reference

Creating a New Archive

Click here to archive the current project.

Select create a new

archive

Enter the archive

name

RPC Data Manager Software Reference Archiving a Project

3. Select the Create new archive method and click OK to continue. The Create Archive window will open, with required user keywords

automatically selected.

4. Type the archive name in the Archive Name field. Archive names must be between 1 and 64 characters in length, and they may contain letters, numbers, special characters, and blanks:

Creating a New Archive

Note Although archive names with leading blanks are accepted, they are

difficult to search for and so are not recommended.

Enter values for

required keywords

Add more user

keywords

5. Enter a value for all keywords that show up when the window is opened (these keywords are required). See keyword has a default value, it will be entered, but you can change it.

6. Optional. Add more user keywords to help locate the data once it is archived.

To add a keyword:

A. Click the Add button.The Add New Keyword and Value dialog

opens.

B. Click in the Keyword field to open a list of available keywords. Click

the keyword to add.

C. Enter the keyword value in the Va lu e field. See “Keyword Values”

on page 43 for specific information.

D. To add another keyword, click Add and repeat steps 6B and 6C.

When you have finished adding keywords, click OK.

“Keyword Values” on page 43. If a

Archiving a Project

RPC Data Manager Software Reference

Creating a New Archive

Removing keywords

you have added

E. If you decide to remove a keyword that you added, click on the

keyword to remove, click on the Remove button, and respond to the confirmation dialog. Required keywords cannot be removed.

Archive comments 7. Enter the archive comments in the Comments field.

Archive comments apply to the entire archive. To enter comments, type them in the Comments field or copy and paste up to 64k characters into the Comments field.

Note Long archive comments can affect refresh rates. In general, the

longer the comments without inserting a carriage return, the longer it takes to refresh the display.

RPC Data Manager Software Reference Archiving a Project

Creating a New Archive

Start the archive

operation

8. Click Archive to start the archive operation.

Note Archiving will not begin if any keyword values are missing.

Archiving a Project

RPC Data Manager Software Reference

Creating a New Archive

If the archive already

exists

When archiving

begins

When you click the Archive button, an Overwrite Archive dialog will appear if the archive name you specified already exists in the database you are currently using.

Important The existing archive will be deleted immediately when you

click OK. The archive cannot be recovered even if you abort the archive operation before it is complete.

• Click OK to overwrite the existing archive. The archive is deleted

immediately, then the archive operation begins.

Note An Override message will appear if you have the Administrator role

and are overwriting an archive owned by another user.

• Click Cancel to cancel the archive operation and return to the Create

Archive dialog. Enter a new archive name and click the Archive button

again.

When archiving begins, the Cancel button label changes to Abort, and the Add and Remove buttons are disabled because keywords cannot be added or removed while data is being archived. (To cancel an archive in progress, see

cancel an archive in progress” on page 66.)

“To

When archiving is

complete

RPC Data Manager Software Reference Archiving a Project

When the archive operation is complete, you will see an Archive Complete dialog. Click OK to close the Create Archive dialog and return to the RPC Project Manager.

Creating a New Archive

To cancel an archive

in progress

To cancel an archive operation once it has started, click the Abort button. When the confirmation dialog appears, click OK to return to the Create Archive dialog (then click Cancel to return to the RPC Project Manager). The new archive is not created, and the project is not archived.

Note If the archive operation was overwriting an existing archive, the

existing archive was deleted before archiving began and cannot be recovered.

Archiving a Project

RPC Data Manager Software Reference

Updating an Existing Archive

Update restrictions These restrictions apply to updating an existing archive:

• Only the archive owner or Administrator can update an existing archive.

• Locked archives cannot be updated. See “Unlocking an archive” on page

113.

• Remote archives cannot be updated. See “Making an archive local” on

page 116.

Update archive rules During the update process, the top-level items in the current project are

compared to items in the archive to be updated.

• If the path name of an item to be archived exactly matches the original

path name of an item in the existing archive, the new item will replace the existing one (UNLESS the item being archived has an earlier time stamp than the item already in the archive, in which case the newer item in the existing archive will remain there and the older item will not be archived).

• Items in the archive to be updated that are not replaced will remain in the

archive.

• If the path name of an item to be archived does not exactly match the

original path name of any item in the existing archive, it will be added to the archive as a new item. This is true even if the file names are the same and the files contain exactly the same information.

How keywords are

When you update an archive, two general rules apply:

assigned in updated

archive

“All Product” user keywords cannot be added or modified in the Update Archive dialog.

New “All Product” keywords that are required. If any “All Product” keywords were added to the master keywords list since the archive was created or last updated and are defined as required, they will be automatically assigned in the updated archive. Items in the archive that already have these keywords assigned will keep their existing values.

User keywords associated with a specific product can be added in the Update Archive dialog with the user-specified value, even if they were already assigned in the archive. If selected, these keywords will be added (with the user-specified value) to new items in the updated archive and to existing items that do not already have the keyword assigned, provided they have the same product association. Archive items that already have these keywords assigned will keep their existing values.

If defined as required: If defined as required, these keywords will be automatically added in the Update Archive dialog and cannot be removed. These keywords (with the user-specified value) will be added to items as previously described.

Follow these steps to use current project data to update an existing archive.

1. Close all RPC applications except RPC Project Manager. (Archiving is not allowed if any applications are open.)

Archiving a Project

2. From the Project Manager window, click the Data Manager icon to start the archive process.

RPC Data Manager Software Reference

Updating an Existing Archive

Select Update an

3. Select the Update an existing archive method, then click OK.

existing archive

Select the archive to

update

RPC Data Manager Software Reference Archiving a Project

4. Select the name of the archive to update. If the project you are archiving matches an existing archive, that archive is selected as the default. If no archive is selected, select one from the list.

Updating an Existing Archive

Assign values for

required user

keywords

5. Enter a value for any keyword that is in dark type. See “Keyword Values” on page 43.

Keywords in dark type are either required keywords that have the same product association as items to be archived or required “All Products” keywords that were added to the master keywords list since the archive was created or last updated.

User keywords in light type are those that will inherit their values from the parent item in the updated archive. User keyword values cannot be changed.

Add product-specific

user keywords and

values

Archiving a Project

6. Optional. You can add product-specific user keywords and values when you update an archive. See on page 67.

Note Available keywords in the Add New Keyword window are user

keywords with the same product association as items being archived (if required, they were added automatically).

To add a keyword:

“How keywords are assigned in updated archives”

RPC Data Manager Software Reference

Updating an Existing Archive

A. Click the Add button. The Add New Keyword and Value dialog

opens.

B. In t he Add Keyword dialog, click in the Keyword field to open a list

of available keywords. Click the keyword to add.

C. Enter the keyword value in the Va lu e field. See “Keyword Values”

on page 43 for specific information.

D. To add another keyword, click Add and repeat steps 6B and 6C.

When you have finished entering keywords, click OK.

Removing keywords

you have added

RPC Data Manager Software Reference Archiving a Project

7. If you decide to remove a keyword that you added in the previous step, click on the keyword to remove, click the Remove button, and respond to the confirmation dialog. Required keywords cannot be removed.

Updating an Existing Archive

Archive comments 8. Add or update archive comments in the Comments field.

Archive comments apply to the entire archive. To enter or edit comments, type them in the Comments field or copy and paste up to 64k characters into the Comments field.

Start the update

Archiving a Project

operation

Note Long archive comments can affect refresh rates. In general, the

longer the comments without inserting a carriage return, the more tim required to refresh the display.

9. Click the Update button to start the update operation. The operation will not start if any keyword values are missing.

RPC Data Manager Software Reference

Updating an Existing Archive

When updating

begins

When the update is

complete

When the update operation begins, the Cancel button changes to Abort, the Add and Remove buttons are disabled (you cannot add or remove keywords

once archiving begins), and the Progress Indicator shows the progress of the update operation.

When the operation is complete, an Update Complete dialog appears. Click OK to return to the RPC Project Manager.

RPC Data Manager Software Reference Archiving a Project

Updating an Existing Archive

To cancel an update

in progress

To cancel an update operation once it has started, click the Abort button. When the confirmation dialog appears, click OK to return to the Update Archive dialog (then click Cancel to return to the RPC Project Manager). All updates are discarded, and the existing archive remains unchanged.

Archiving a Project

RPC Data Manager Software Reference

Archiving when Disconnected from Network

Data Manager uses a UNC path (\\computername\sharename) to read and write to archived data. The use of the UNC path is dependent on a TCP/IP network connection. If the Data Manager server is an off-line computer (such as, a portable laptop) that is disconnected from the network, the operating system will automatically disable the TCP/IP protocol. The work-around is to create a virtual network adapter (Microsoft Loopback Adaptor) and assign an IP address to it. This will allow local access of the UNC path even when disconnected from the network.

The network settings shown in this section are for Windows XP.

1. Right-click on the My Computer icon on your desktop, and select Properties.

2. Configure a Microsoft Loopback Adaptor as shown below.

RPC Data Manager Software Reference Archiving a Project

Archiving when Disconnected from Network

Archiving a Project

RPC Data Manager Software Reference

Archiving when Disconnected from Network

RPC Data Manager Software Reference Archiving a Project

Archiving when Disconnected from Network

Archiving a Project

RPC Data Manager Software Reference

Archiving when Disconnected from Network

RPC Data Manager Software Reference Archiving a Project

Archiving when Disconnected from Network

3. Configure an IP address for the Microsoft Loopback Adaptor network connection. From the Windows Start button, select Settings > Network Connections. Right click to select Properties on the newly created Local Area Network connection.

Archiving a Project

Note The Local Area Network connection will have Microsoft Loopback

Adaptor listed as the Device Name.

4. Select Internet Protocol (TCP/IP) and then click on the Properties button.

RPC Data Manager Software Reference

Archiving when Disconnected from Network

5. Select Use the following IP address, and then specify values for the IP address, Subnet mask and Default Gateway. Next, select Use the following DNS server address, and then specify a value for the Preferred DNS server. The values are not important, but they must

follow TCP/IP convention (for example, you may use the values shown in the following window).

6. Select OK to close the window.

RPC Data Manager Software Reference Archiving a Project

Archiving when Disconnected from Network

Archiving a Project

RPC Data Manager Software Reference

Locating and Retrieving Archived Data

Contents Archives View 84

Searching for Archived Data 89

Retrieving Archived Data 99

Deleting Archives 111

Locking and Unlocking Archives 112

Making Archives Remote or Local 114

Renaming Archives 118

Modifying Keywords in Archived Data 119

Modifying Archive Comments 124

RPC Data Manager Software Reference Locating and Retrieving Archived Data

Archives View

Use the Archives view in Data Manager to browse archived data, to search for archived data with specific keywords and values assigned, to open archived files to verify their contents, and to retrieve archived data. In addition, archive owners and the Administrator can also use the Archives view to modify keywords assigned to archived data, to modify archive comments, to make an archive local or remote, to rename archives, to lock and unlock archives, and to delete archives.

To access this view, start Data Manager from any application that allows access to tools, or (if you are already using Data Manager) by clicking the RPC Data Manager tab, then clicking on the Archives icon.

Locating and Retrieving Archived Data

The left pane of the Archives view displays a list of archives and allows you to browse the hierarchy of archived data. The right pane displays more detailed information about the item selected in the hierarchical Archives tree. From the Archives view you can also:

RPC Data Manager Software Reference

Archives View

• Search for archived data with specific keywords and values.

• Access the Query Builder window, to create a new query or modify an

existing one. (If you have Test Engineer or Administrator privileges, you can also save queries.)

• View keywords and properties for archived data.

• Open archived data, to verify its contents before retrieving.

• Retrieve an archive, folder, project or file, provided that the archive is

local. As an option, you can retrieve items into the active dataset.

• Modify keywords or archive comments for archived data (if you own the

archive or have Administrator privileges).

• Delete archives, lock or unlock archives, rename archives, and make

archives remote or local (if you own the archive or have Administrator privileges).

Exploring in the

Archives view

Archives right-click

The left pane of the Archives view lists all archives in the Data Manager database (in alphabetical order) and allows you to explore the hierarchy or archives in a manner similar to Microsoft Windows Explorer.

To expand the hierarchy of an archive or a folder, click on the plus sign (+) next to it in the Archives tree. To collapse the hierarchy, click on the minus sign (-). You can also expand or collapse archives or folders by selecting the item and then using the Expand Branch or Collapse Branch functions in the rightclick menu.

Clicking on an archive or a folder in the Archives hierarchy (left pane), displays the contents of that item in the right list pane. It also displays its keywords and values, archive comments, and item properties. See on page 86.

Left click to select an item in the Archives hierarchy. With an item selected, you can right click to display a menu of functions that apply to the selected item (these functions are described separately). Additional items on the menu allow you to refresh the display and to expand or collapse the hierarchy for the selected item.

Which menu items are active depends on what type of item is selected (most of these functions apply only to top-level archives), your security role, whether you are the archive owner, whether the archive is locked, and whether the archive is remote or local. Functions that are valid are active in the menu; all other functions are disabled.

“List Pane (Archives View)”

RPC Data Manager Software Reference Locating and Retrieving Archived Data

Archives View

Searching for Archived Data

All users can use queries to search for archived data, and all users can modify saved queries to search for archived data in different ways.

Initiating a search To search for archived data:

1. From the Archives view, click the Search... button (or right click anywhere in the left Archives pane and then click Search... in the menu). The Search window will open with no query selected.

2. Select a saved query from the drop-down list. The search results for that query are then displayed in the same window.

Searching for Archived Data

Copy search results Clicking on the Copy icon button will copy all columns of data in the search

results to the Windows clipboard. This allows you to paste the results into another application, such as Microsoft Excel.

RPC Data Manager Software Reference Locating and Retrieving Archived Data

Searching for Archived Data

Other search

functions

From any search results window you can do any of the following:

• Explore the hierarchy of items listed in the search results.

• Initiate a new search and display the results in a new search results

window. This allows you to view the results of multiple searches at the same time.

• Select another query and display the results in the same window.

• Modify the current query and use the modified query to search the entire

database again. See

• Open archived items to verify their contents. See “Opening Items from a

search results window” on page 92.

• Retrieve archived items. See “Retrieving Archived Data” on page 99.

• Return to the Archives view with the archive or item automatically

selected. See

93.

• Add or remove keyword columns in the right list pane. See “Add in g or

removing keyword columns” on page 95.

• Display properties for the selected item. See “Displaying properties for

search results” on page 97.

“Modifying a query” on page 91.

“Locating a Search Results in Archives Hierarchy” on page

Search results

windows

Multiple search

results windows

Locating and Retrieving Archived Data

The title bar of a search results window lists the name of the query that produced the search results and the database that was searched.

A new search results window each time you click the Search button in the Archives view. The window will remain open until you either close it or exit Data Manager. This allows you to view the results of multiple searches at the same time.

Selecting a different query will display the search results for that query in the same window.

RPC Data Manager Software Reference

Searching for Archived Data

Left pane The left pane displays a list of items (maximum 1,000 items) that fit the search

criteria. Items are in alphabetical order first by item name and then by path name. You can explore the hierarchy of these items in the same way as in the Archives view. See

Left click on any item in the search results list to select it. A right-click menu provides access to functions for the selected item.

“Exploring in the Archives view” on page 85 for details.

Right list pane The right list pane shows the contents of the item that is currently selected in

the left pane. Items in this list can be sorted in different ways by clicking on the column headings. For example, to sort items by type, click the Type column. To sort items by the same criteria, but in reverse order, click the same column heading again. You can also add columns to display other keyword values. See

“Adding or removing keyword columns” on page 95.

Modifying a query From any search results window you can click the Modify Query button to

open the Query Builder window, where the query will be automatically selected. From there, you can modify the current query and use it to search for the archived data again. (Users with Test Engineer or Administrator privileges can also save their modified queries.)

Clicking the Query Builder button in the Archives view also opens the Query Builder window, but no query is selected.

See “Creating or Modifying a Query” on page 134 to learn how to use the Query Builder window to create, modify, and run queries.

RPC Data Manager Software Reference Locating and Retrieving Archived Data

Searching for Archived Data

Opening Items from a

search results

window

Locating and Retrieving Archived Data

If the program required to view the item is installed on your computer, you can open files listed in a search results window.

Note Archives, folders, and items in remote archives cannot be opened.

• To open one item, double click on it. You can also left click on one item, right

click to open the menu, and then click Open.

• To open multiple items, hold down the <Ctrl> key and click on individual

items. You can also hold down the <Shift> key and select a range of items. When you have finished selecting items, right click to open the menu, then click Open. Or, continue to hold down the <Shift> key or the <Ctrl> key and double click to open all selected items.

If you selected different types of items, multiple viewing programs may open. Each file will open in a different instance of the viewer, up to the limits of the viewing program.

RPC Data Manager Software Reference

Press < Shift> and click to select a range of items.

Left click to select one item, or hold down the <Ctrl> key and click on multiple items.

Searching for Archived Data

Locating a Search

Results in Archives

Hierarchy

In a list of search items you may or may not be able to identify the parent archive or where the item is located in the Archives hierarchy. The Go To Item and Go To Archives functions help you locate search results items in the hierarchy by jumping to the Archives view with the selected item or the parent archive automatically selected.

Go to Archive Use the Go To Archive function to find the parent archive for the selected

item.

1. Left click on the item to select it (left or right pane).

2. Right click to open the menu, then click Go To Archive. (This menu item is disabled when multiple items are selected.)

RPC Data Manager Software Reference Locating and Retrieving Archived Data

Searching for Archived Data

Go To Item Use the Go To Item function to locate the selected item in its archive

Locating and Retrieving Archived Data

hierarchy.

1. Left click on the item in the search results window to select it.

2. Right click to open the menu, then click Go To Item. (this menu item is disabled when multiple items are selected.)

RPC Data Manager Software Reference

Searching for Archived Data

Adding or removing

keyword columns

RPC Data Manager Software Reference Locating and Retrieving Archived Data

If the query includes user-assigned keywords that are not displayed in the right list pane of a search results window, you can add new columns in the list pane to display them. This is especially helpful when the query does not specify a single value for the keyword in question (for example, it specifies a wildcard value).

Although some keyword columns in the right pane are required, columns that you have added can be removed.

Searching for Archived Data

Adding a keyword

column

To add a keyword column to the right list pane:

1. Left click on any item in the right list pane to select it, then right click to open the menu. Click Add Keyword in the menu. (If this menu item is disabled no keyword columns can be added.)

2. Select keywords to add in the Add Keyword Columns dialog, then click OK.

The new columns will remain in this search results window until you run another query that does not contain these keywords or until you exit Data Manager, whichever occurs first.

Removing a keyword

column

Locating and Retrieving Archived Data

If you added keyword columns to a search results window, you can also remove them. (Note that some keyword columns are required and cannot be removed.)

1. Left click on any item in the right list pane, then right click to open the menu. Click Remove Keyword in the menu. (If the menu item is disabled, there are no keyword columns that can be removed.)

2. Select the keyword or keywords to remove in the e Remove Keyword Columns dialog, then click OK.

RPC Data Manager Software Reference

Searching for Archived Data

Displaying properties

for search results

Item properties, keywords, and comments about a selected item can also be displayed from any search results window.

1. Select an item, right click on it, and click Properties in the menu.

2. When the window opens, click Keywords to display keywords and values, click Archive Comments to display the archive comments, or click Item Properties to display properties for the selected item.

To close the window, click OK.

RPC Data Manager Software Reference Locating and Retrieving Archived Data

Searching for Archived Data

Locating and Retrieving Archived Data

RPC Data Manager Software Reference

Retrieving Archived Data

About retrieving All users can retrieve an archive, folder (including a project folder), or file that is

displayed in the Archives view or a search results window, whether the data is located in a local archive, remote archive, or resides in off-line storage. Before retrieving, you can specify the retrieve name, retrieve destination, and overwrite options for the retrieved data. See page 99.

When the software preforms a data retrieve, it automatically looks in the local Archives folder first, then the Remote Archives folder. If the software does not find the data in these locations, a browse window will appear. In this case, users are allowed to point to the location of the data, such as an off-line storage location.

Some special rules and options apply when you are retrieving an entire project. See

“Retrieving Projects” on page 105.

If the item selected for retrieval is at or below the data set level in the project structure, you have the option of retrieving the data into the active data set. To prevent overwriting other files, you can specify a suffix to add to the retrieved file or files, and you can automatically open files upon retrieval. See

into the Active Dataset” on page 109.

“Retrieving an archive, folder, or file” on

“Retrieving

Retrieving an archive,

folder, or file

RPC Data Manager Software Reference Locating and Retrieving Archived Data

Note To retrieve an entire project, see “Retrieving Projects” on page 105.

To retrieve into the active data set, see “Retrieving into the Active

Dataset” on page 109.

To retrieve an entire archive or a folder or file to your local computer:

1. Locate the archive, folder, or file to retrieve by exploring in the Archives view or searching the database. See page 85 or “Searching for Archived Data” on page 89.

Note If you select a top-level archive for retrieval, you will not be able to

rename it during the retrieve process.

2. Ensure the Retrieve into active dataset check box (in the lower left corner of the Data Manager window) is not selected. If selected, the data will be retrieved into the active dataset.

3. Make sure that your computer has enough disk space to store the retrieved data.

“Exploring in the Archives view” on

Retrieving Archived Data

4. Left click on the archive, folder, or file to select it. Then right click and select Retrieve in the menu. The Retrieve dialog opens.

Note Retrieve is not available when multiple items are selected.

100

Locating and Retrieving Archived Data

5. If you are retrieving a folder or a file, you can change its retrieve name. The retrieved item will have the specified name. (The retrieve name for an archive cannot be changed.) Type the name in the Retrieve Name field.

Note If you change the retrieve name for a project, the Specify Project

Name dialog will appear and special renaming rules apply. See

“Retrieving Projects” on page 105.

6. To automatically open files upon retrieval, click the button next to the Retrieve Name field so that it appears “pushed in.” If the program associated with the file is installed on your computer, files will open automatically as soon as it they are retrieved.

RPC Data Manager Software Reference

MTS RPC Reference Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Technical Support

How to Get Technical Support

Before You Contact MTS

If You Contact MTS by Phone

Problem Submittal Form in MTS Manuals

Preface

Before You Begin

Documentation Conventions

Installation and System Settings

Data Manager Server PC Requirements

Software Product Installation

Install MTS Licensing Software

Update License File when Server Name Changes

Install or Upgrade to SQL Server Express 2008

Install RPC Data Manager Server

Data Manager Administrative Tasks

Firewall Setup for RPC License Software

Windows XP/Vista Firewall Setup for RPC License Software

Windows 7 Firewall Setup for RPC License Software

Introduction to Data Manager

About Data Manager

Archiving Projects - RPC Project Manager

Search, Data Retrieval, and Administration

About Archives

Keywords

Keyword Values

User Security Roles

RPC Data Manager Views

Administration Views

Server Selector Utility

Archiving a Project

Getting Started Archiving

Creating a New Archive

Updating an Existing Archive

Archiving when Disconnected from Network

Locating and Retrieving Archived Data

Archives View

Searching for Archived Data

Retrieving Archived Data