

DataInterchange Client v4.1 README.TXT

Included in this file are:

  1.  Installation instructions for DataInterchange Client 4.1
  2.  Installing DIClient to a Server
  3.  Creating and Using a Shared CONFIG Database	
  4.  EDI Standards Installation
  5.  Known problem areas
  6.  Crystal Reports and printer fonts
  7.  ODBC considerations
  8.  Transaction Store considerations
  9.  Multi-user database considerations
  10. Middleware, Upload/Download considerations
  11. Creating Multiple PC database configurations
  12. Fixes included in this version

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1. Installation instructions for installing DataInterchange Client

   Start the installation by placing the install CD-ROM in the CD-ROM drive.
   Use Windows Explorer to view the DIClient directory. Execute setup.exe
   to begin the install. Follow the install wizard instructions to complete
   the installation.

   If you are converting from DataInterchange Client 3.1 to 4.1, make sure
   you install to a different DICient directory. Otherwise, DIClient 4.1
   will overlay the existing DIClient 3.1 version. Before installing DIClient
   4.1, perform a release migration to extract data from local databases 
   and/or customization time data from host databases. To perform a release
   migration, perform the following actions: 

   1. In DIClient 3.1, from the View menu on the Menu bar, select the option 
   “DI Client Release Migration”. This option will only appear if all list 
   windows are closed. When “DI Client Release Migration” is selected, a 
   wizard will appear which will guide you through the release migration
   process. Include configuration data if you have queries, reports or
   customizations that you want to retain. You may select multiple systems
   to export if desired. Do not export runtime data if the data exists on
   a host database. Runtime data on a host database will be migrated by
   DataInterchange Host 3.1 to 4.1 migration process.
   
   Exporting is tracked using an Execution Status Window, with messages 
   indicating progress being written to the Execution Status Window as 
   the exporting progresses. 

   2. Install DIClient 4.1.

   3. Open DIClient 4.1.

   4. Using DIClient 4.1, if you exported configuration data in DIClient 3.1,
   perform a release migration in DIClient 4.1 to import the configuration
   data you exported from DIClient 3.1.

   5. Using DIClient 4.1, open the Systems List window. Update any existing
   systems to utilize the correct ODBC Data Source Name (DSN). Add any new
   systems that need to be added. You may wish to set the database
   background color at this time.

   6. Using DIClient 4.1, use release migration to import each system that
   was exported using DIClient 3.1.

   Migration for DIClient 3.1 to DIClient 4.1 is complete after this last 
   step. Note that the DataInterchange Host migration must be performed 
   before everything is in place and ready to use. Also note that release
   migration export from a shared database, such as a DataInterchange Host 
   DB2 database needs to be performed only once. The release migration import 
   also needs to be performed only once. Only systems not shared with other 
   users will need to be migrated by individual users.

   See Chapter 1 of the DataInterchange Version 4 Release 1 Client Users
   Guide for complete installation instructions.

   Run the application by clicking on the DataInterchange icon in the
   DIClient program group.

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2. Installing DIClient to a Server:

   The following assumptions are made:

   1. A server based install of DIClient will use a shared CONFIG database.  
   This is not a requirement, but the following install instructions assume 
   a shared CONFIG database is being used.

   2. The LAN drive used to access DIClient will always be accessed the same 
   way.

   3. You have the ODBC drivers necessary to access any database used by 
   DIClient.
   
   4. You are able to install these ODBC drivers.

   5. You are able to setup the ODBC Data Source Names (DSN) needed to access 
   any database used by DIClient.

   6. Future upgrades to the server installed DIClient application should be 
   done from this same machine or a machine that is not using DIClient as a 
   server based application.

   To install DIClient to a server, perform the following:

   1. If needed, install the ODBC drivers needed to access the shared CONFIG 
   database and the any other database you intend to access.

   2. Update the CONFIG41 ODBC entry.  Delete the default CONFIG41 entry and 
   create a new one using the appropriate ODBC driver.

   3. Add ODBC entries for the other databases you will be using from inside 
   of DIClient.

   4. Link to the server disk and install DIClient as you normally would.
 
   5. Start DIClient.  Edit the "Systems".  Delete the default "Development" 
   system and define the systems that you will be using with DIClient.  
 
   6. Test access to each of your defined systems.

   7. Place the DICLIENTREMOTEINSTALL.EXE file, located at url
   http://edi.services.ibm.com/datainterchange/fixpaks.shtml#client31 
   into the install directory.

   8. At this point, you may want to create client install instructions 
   specific to your environment.  Use the section from below called 
   INSTALLING AND USING DICLIENT FROM A SERVER as a starter.

   DIClient is now installed on the LAN.  This machine is now ready to use 
   DIClient. Nothing further needs to be done.

   If you are using DB2 as your database server, a sample DOS batch file 
   called CREATEDSN.BAT is located at url 
   http://edi.services.ibm.com/datainterchange/fixpaks.shtml#client31
   This file can be used as a model to produce a file that can assist the 
   people using DIClient to setup their ODBC for DB2 based databases.
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3. Creating and Using a Shared CONFIG Database

   DIClient can be run with a shared CONFIG database.  This allows multiple 
   users of DIClient to share queries and can ease maintenance 
   considerations.

   To setup a shared CONFIG database, perform the following steps:

   1. Use DIClient to perform a release migration of the data in the 
   configuration database.

   2. Install the CONFIG database to a database server, such as DB2, using 
   the CONFIG.UDB DDL provided in the \DDL directory that was created inside 
   your DIClient install directory.
  
   3. If needed, install the ODBC drivers needed to access the shared CONFIG 
   database.

   4. Update the CONFIG41 ODBC entry.  Delete the default CONFIG41 entry and 
   create a new one using the appropriate ODBC driver.

   5. Start DIClient.  It should start without any problems. 

   6. Delete the default systems defined to DIClient.

   7. Use release migration to import the configuration data that you 
   previously exported.

   This machine should now be ready to run DIClient normally.

   For each machine that will use DIClient with the shared CONFIG database, 
   perform the following steps:

   1. Install DIClient normally.

   2. If needed, install the ODBC drivers needed to access the shared CONFIG 
   database.

   3. Update the CONFIG41 ODBC entry.  Delete the default CONFIG41 entry and 
   create a new one using the appropriate ODBC driver.
	
   Considerations:

   1. Each user utilizing the shared CONFIG database will have the same 
   systems defined in DIClient.  It is important that each database in each 
   system be properly defined in the user’s ODBC for each system to work 
   properly.

   2. Each user of the shared CONFIG database will be able to update certain 
   items in the shared CONFIG database, such as queries and reports.  Every 
   user will be affected by any change made by a single user.

   3. Each user will have access to all messages contained in the message 
   log, regardless of the user that originated the message.

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4. EDI Standards Installation

   The STANDRDS path on the CD-ROM contains EDI standards in DataInterchange 
   export/import tagged format. The files are intended to be imported into 
   DIClient 4.1. See DIClient 4.1 help text or the DataInterchange Client 
   User's Guide, Version 4, Release 1 for instructions on importing the 
   EDI standards. This path has five subdirectories - X12, EDIFACT, UCS,
   VICS, and RAIL. Within each subdirectory are the latest EDI standards for
   each EDI Standards Agency (e.g. ANSI X12). The name of the export/import 
   file (.eif) is the version and release of the EDI standard. For earlier 
   versions of these EDI standards and also updated versions, please visit 
   the web site for downloading.

   X12 directory:	X12V4R1
			X12V4R2
			X12V4R3
			X12V4R4

   EDIFACT directory: 	EDI98A
			EDI98B
			EDI99A
			EDI99B
			EDI00A
			EDI00B
						
   UCS directory:	UCSV4R1
			UCSV4R2
			UCSV4R3
			
   RAIL directory:	AARV4R1
			AARV4R2
			AARV4R3
			AARV4R4

   VICS directory:	VICSV4R1
			VICSV4R2
			VICSV4R3
			
   A file of envelope standards, env.eif, exists in the STANDRDS directory.
   This export/import file (in tagged format) can be used to import
   envelope standards used by the DataInterchange product. Once the
   envelope standards are imported into a DataInterchange System, they
   must be compiled before they can be used by DataInterchange Host.
   These files also can be found on the web site for downloading.
   
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5. Known problem areas

   a) Microsoft Access 97 is the PC database distributed with DIClient.
      If an installation is running in client/server mode using
      DB/2 as the Host database, some functions are not supported.
      While Microsoft Access 97 supports CASCADE UPDATE, DB/2 does not.
      The DIClient RENAME function uses CASCADE UPDATE to rename
      many objects. Therefore, the RENAME function is not supported
      for most complex objects, including Trading Partners profiles,
      Contact profiles, maps, data formats, and EDI standards for any
      database that does not support CASCADE UPDATE, including DB2.
      Some simple objects will support rename because there are no 
      referential integrity rules associated with them.


   b) During DIClient installation, the object ODBC32.DLL is placed in the
      WINDOWS\SYSTEM directory in Windows.

      You may experience problems with DIClient initialization if you have
      an older version of ODBC32.DLL in another subdirectory that is 
      accessed in your path before the SYSTEM subdirectory.  If this is 
      the case, you should remove the older version of ODBC32.DLL.  
      Exercise caution when doing this, however, so you do not affect any 
      other applications that may also use ODBC32.DLL.

   c) Collation tables in the PC Database 

      Some databases provide a table that dictates a collation sequence
      for update and sorting purposes. These tables may not only be used
      to determine the order characters will sort in, but also to determine
      what character values are equal to one another.  For instance, the
      default collation table used by Sybase SQL Anywhere specifies that
      a character hex 'D5' is equivalent to a character hex '31'.  This
      causes problems when both of these characters are used as a 'key'
      value.  A 'duplicate record' message will occur, even though there
      appears to be no duplicate keys.

      This problem is not likely to occur when using standard characters.
      If collation becomes a problem, refer to the documentation for the
      database product you are using.  Either avoid using characters that
      cause these problems, or try to determine how to update the collation
      table used by the database product.

   d) If you have DIClient 3.1 and DIClient 4.1 installed, you will not
      be able to print data format reports from the DIClient 3.1 version.

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6. Crystal Reports and printer fonts

   DIClient uses the Crystal Reports product to produce reports.
   The fonts used by Crystal Report Layouts provided with this release
   are:
       Times New Roman
       Arial10
       Arial12

   If these fonts are not available to DIClient when a report is printed
   or previewed, the image produced may have a "garbled" appearance.

   Note that after installation, the DICLIENT install directory will have
   a CRW subdirectory.  The CRW subdirectory contains Crystal
   Report layouts (*.RPT files) used by DIClient. In addition, there
   are drivers installed in the operating system directories that
   allow Crystal Report outputs to be directed to files, fax lines,
   other PC databases, etc.

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7. ODBC Considerations

7.1   What is ODBC?

    Open DataBase Connectivity (ODBC) is an industry standard for
    the application-to-relational database interface.  It allows
    the customer to use the database of their choice with an
    off-the-shelf application like DIClient 4.1.  For example, if
    you would rather that DIClient 4.1 store its data on your LAN
    database server, you can do that.  It does not matter which
    database is running on your server (DB2 Version 2, SQL Server,
    etc.) as long as that database is ODBC compliant, and they provide
    you with an ODBC driver that you can load onto the computers that
    are running DIClient 4.1.  Most relational databases that you can
    purchase today provide this capability.

7.2   What does it mean to be ODBC Compliant?

    The topic of ODBC compliance is a complex one.  There is more than
    one version of the ODBC standard and there are various levels of
    compliance (core, minimum and extended). Finally, there are some
    small ambiguities in the standard.  As a result, it is not possible
    to guarantee that any database that claims ODBC compliance will
    work with DIClient 4.1.  For information on databases that we know
    won't work with DIClient 4.1, call technical support.

7.3   How is ODBC used in configuring your DIClient implementation?

    ODBC is also fundamental to the Client/Server configuration of 
    DIClient 4.1. ODBC is used to access the MVS DB2 database of
    DataInterchange Host 4.1.  Therefore your Client/Server environment must
    include an ODBC Client driver for MVS DB2.  This may be implemented as
    two separate programs: an ODBC RPC(Remote Procedure Call) client driver
    on the PC with DIClient 4.1 and an ODBC driver on either a LAN 
    database server, or on the MVS system with DB2.  As a result of 
    using ODBC for access to DB2, any Client/Server environment that 
    supports ODBC clients and MVS DB2 servers can be used with DIClient 
    and Host 4.1.  As discussed previously, the topic of ODBC compliance
    is complex, so contact technical support for information on any 
    Client/Server environments that we know won't work with DataInterchange
    4.1.

    For information on your database servers and/or Client/Server
    environments we suggest you contact your I/S professionals.  The
    people that can help you are most likely associated with your LAN
    or Database Administration departments.

7.4   What type of system is the LAN database server -- OS, Database,
      version of both, etc. 

    DB2 Connect Enterprise Edition supports OS/2, Windows NT, Windows 2000,
    AIX, HP-UX, Sun Solaris, NUMA-Q and Linux operating environments.  We
    have DIClient customers running Enterprise Edition on AIX and NT, and
    we have DIClient working with DB2 Connect Personal Edition.

7.5   Where do the ODBC drivers need to be?

    For DB2 Connect Personal Edition all drivers/software is on the PC.
    For Enterprise Edition, DB2 Client, also known as Client Application
    Enabler (CAE), is installed on each PC to provide the needed drivers.

7.6   How is an ODBC Data Source Name setup in Windows?

    After you have installed the appropriate ODBC drivers on the PCs
    that are running DIClient 4.1, you must configure them using ODBC
    Manager.  ODBC Manager is found in Settings/Control Panel. 
    DIClient 4.1 is a 32 bit application, so it is recommended that 
    you use 32 bit ODBC drivers.

    ODBC Manager maps Data Source Names (DSNs) to ODBC drivers. 
    DIClient has one DSN for configuration information called "Config41".
    It also has one DSN for each system that you define.  You decide
    what these DSNs are.  DIClient is shipped with one system called
    "Development".  The DSN associated with it is "DIClient41Dev".
    Another DSN associated with the product is "ADFTemp32".
    See the documentation or help for the View/Systems topic for 
    information on how to define Systems to DIClient.

    To enable Client/Server mode, you must associate your DSNs with
    your Client/Server ODBC driver within ODBC manager.  Go into the 
    32-bit ODBC manager and press the "Add" button to create your 
    Client/Server mode DSN.  Select your Client/Server driver from the
    "Installed ODBC Drivers" list.  Next, name your new Client/Server 
    DSN and provide any required parameters specific to your driver.

    To assist you in determining the correct parameters for your driver
    we have included parameters that we have tested below:

      DDCS or DB2 Connect Personal Edition
	(IBM DRDA Client/Server ODBC Driver):

         System Schema = SYSIBM
         Schema List = "EDIENU41"
         Filters = Table, View, Synonym, System tables, Alias
         SQLID = EDIENU41
         Database Name = EDIENU41
         Transactions:
            Remote Unit of Work = Yes
            Autocommit = Yes
            Cursor hold = Yes
         Connect Mode = Share
            Max number of connects = 0
         Isolation Level = Cursor stability
         Type Handling:
            Graphic data types = 0
            Treat binary datatypes as binary
            Treat LOB datatypes as Large Object Binary
            Maximum LOB data size = <default value>

7.7   Can you use DB2 Connect since its a DB2 database instead of using 
      ODBC?

    You can use DB2 Connect because it supports ODBC.  Only ODBC is used
    by DIClient to access the MVS DB2 database.  Tested and recommended
    version of DB2 Connect is V7.

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8. Transaction Store Considerations

   The Transaction Store is maintained by the translator, and the translator
   is a host only process, the data in the Host Transaction Store is not
   available to DIClient unless the user is in Client/Server mode.

   In the Transactions tab or the Transaction Store List window, not all 
   fields that can be displayed on DataInterchange Host are displayed in 
   DIClient. In the Interchanges tab, all fields are displayed, but only 
   enveloped transactions are included. Transaction Images are not 
   available on DIClient.

   Some fields, e.g. Transaction Status, are displayed as descriptions
   on DataInterchange Host, but are shown as code values in DIClient.

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9. Multi-user Database Considerations

   - When you first install DIClient, you use the TYPICAL option to
     install all components, including the default databases and
     ODBC drivers.  DIClient is installed as a single user
     database.  If you take steps to reconfigure your database setup
     for multi-user, then you should exercise caution whenever you
     re-install DIClient.  If you re-install using the TYPICAL option
     again, you will overwrite your databases and drivers with the
     defaults.  In this scenario, you should use the CUSTOM option during
     re-installation.  This will allow you to choose the components that
     will be installed.

   - When testing the multi-user capability, we found that 32MB of RAM
     memory on the server made performance adequate.

   - When creating the multi-user environment, make sure that the
     drivers go in the proper system directories.  The UNINSTALL may
     not remove drivers.

   - Make sure that the server drivers are from the same version
     of the database product from which the database(s) were created.

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10. Middleware, Upload/Download Considerations

   Data on a PC is stored in ASCII format
   while data on an MVS host is stored in EBCDIC format.  When
   data is moved from a PC to a host (or vice versa) the data must be
   converted from ASCII to EBCDIC (or EBCDIC to ASCII).  This type of
   conversion occurs whenever you upload or download data using a file
   transfer program like IND$FILE or when you access data in
   client/server mode using a middleware package.

   Conversion problems can occur whenever you move data between a PC
   and a host computer.  These problems usually occur when the file
   transfer software converts a character to a value you don't expect.
   It is particularly important that the file transfer or middleware
   software does not change the value of the hex '01' character since
   this character is used as a delimiter in the DataInterchange profiles.
   
   If you are using another software product to move data between the PC
   and Host, verify that it does not alter the hex '01' character.
   To determine if there is a problem with the hex '01' character,
   use DIClient with a middleware connection to the host database.
   Create a receive usage - specifying the receiver, agency, version and
   release fields. Save the usage and close the Receive Map Usage editor. 
   Then open the editor for the newly created receive usage. If the agency,
   version and release fields appear in the correct place, the conversion
   performed by the middleware is not a problem with regards to the
   hex '01' character.  If these fields all appear in the 'receiver'
   field, then the hex '01' character is being changed in either
   (or both) the EBCDIC or ASCII conversion tables.

   In standalone mode, files are uploaded and downloaded using file
   transfer software. During a download to the PC from the host or an
   upload from the PC to the host, an EBCDIC/ASCII conversion occurs.
   We have seen instances where a character does not convert to the
   expected EBCDIC character or the expected ASCII character.  For
   instance, a character vertical bar (|) on the host converted to a
   character double-quote (") on the PC.  You must refer to the product
   that is used in the download/upload procedure to determine how to
   alter the EBCDIC/ASCII conversion. Again, verify that the hex '01'
   character is not altered during data transfer.

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11. Creating Multiple PC database configurations

    DIClient is distributed with a single set of databases.  The
    databases are CONFIG41.MDB, and DICLIENT41DEV.MDB.  
    They appear in the installation directory after a typical installation.  
    They contain only default data when installed.

    If you would like to create a second database, i.e. have
    a DEVELOPMENT system and a TEST system, then follow these instructions:

    a) copy the file diclient41dev.mdb to diclient41dev2.mdb.
       (note config41.mdb need not be copied since it contains tables 
        common to all 'systems').

    b) create the ODBC data definitions for the new database;
       to do this:
       - click on the Settings option of the Start menu for Windows 95
       - in the Settings sub-menu, select the Control Panel option
       - from the CONTROL PANEL folder, select the 32bit ODBC icon;
         the "ODBC Data Sources Administrator" window will appear
       - click on ADD, select Microsoft Access (*.mdb) drivers, then FINISH

       For example, to create a new database entry, do the following:
       - type in a Data Source Name, e.g. TestSys
       - type in a Description, e.g. test system
       - click on the Select button (a Select database window appears)
       - select a database file - this is the file name of the copied
         database, e.g. c:\diclient\diclient41dev2.mdb
       - click on OK to save the entry


    c) setup the SYSTEM definition in DI Client;
       - select VIEW from the menu bar of DI Client
       - select Systems
       - when the list appears, select the New icon on the Tool bar
       - create a SYSTEM entry as follow:
       - type a System Name - e.g. TEST
       - select MVS/OS390 or CICS as the Server Platform   
       - type the Data Source Name (this is the same name as created in 
         (b) above) e.g. TestSys
       - If you are accessing a shared database, such as DB2, enter the
         Database Qualifer
       - select a background color to associate with the system
       - click on SAVE to save the entry

    d) after all Systems have been created, exit DIClient and reenter the
       product to make the System(s) active

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12. Fixes included in this version

    DataInterchange Client v4.1 incorporates all fixes through FIXPAK8
    for DataInterchange Client v3.1.

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