Bentley OpenUtilities Quick Installation

The following guidelines should be reviewed prior to Bentley OpenUtilities product installation:

1. When installing or uninstalling Bentley OpenUtilities , you must be logged on with Administrator rights.
2. Installation of Bentley OpenUtilities on Windows 2000 is not supported. For more information on supported operating systems, see the "Requirements" section.
3. Bentley OpenUtilities requires software libraries (DLLs) that are delivered with Microsoft's Internet Explorer version 6.0 (or greater). Because of this, make sure Internet Explorer 6.0 (or later) is installed on your computer before you install the Bentley OpenUtilities release. You do not need to change your default Web browser if it is currently something other than Internet Explorer. Refer to http://www.microsoft.com/windows/ie/default.htm for more information regarding Internet Explore.
4. It is highly recommended that you close any programs and disable any antivirus software that is running prior to the installation of this software. Be sure to turn on your antivirus software once product installation has been completed.
5. Bentley OpenUtilities also requires that the "Prerequisites for Bentley Desktop Applications v08.11.09" be installed to your workstation prior to installation. See the "Requirements" section for additional information.

To install this product without Workflow Manager

Pre-Installation steps:

1. Run the self extracting executable Setup_OpenUtilitiesDesigner_08.11.09.xxx.
2. In the Extract Screen, select “Extract install package only”.
3. Find and review the readme_installation.chm.
4. Set up your database of choice.
5. From the extract folder, run the Setup.exe.
6. In the prerequisites screen, press the Install button. Prerequisites are installed and an install wizard appears for this product.

Installation Wizard steps:

1. In the “Welcome” screen, press the Next button.
2. In the “End-User Agreement” screen, click on the check box that reads, "I accept the terms in the License Agreement", and press the Next button.
3. In the “Destination Folder” screen, change default paths as necessary and press on the Next button.
4. In the “Configure Shortcuts” screen, click on the shortcuts you would like to create and press the Next button.
5. In the “Choose Setup Type” screen, press the Custom button.
6. In the "Product Features" screen, unselect Workflow Manager and other features that are not required and press the Next button.
7. In the “Ready to install Bentley OpenUtilities …” screen, press the install button. The product installs. When it is done the screen returns to the prerequisites screen.
8. Press the Finish button.

To install this product with Workflow Manager on SQL Server

Pre-Installation steps:

1. Run the self extracting executable Setup_OpenUtilitiesDesigner_08.11.09.xxx.
2. In the Extract Screen, select “Extract install package only”.
3. Find and review the readme_installation.chm.
4. Set up your database of choice.
5. From the extract folder, run the Setup.exe.
6. In the prerequisites screen, press the Install button. Prerequisites are installed and an install wizard appears for this product.

Installation Wizard steps:

1. In the “Welcome” screen, press the Next button.
2. In the “End-User Agreement” screen, click on the check box that reads, "I accept the terms in the License Agreement", and press the Next button.
3. In the “Destination Folder” screen, change default paths as necessary and press on the Next button.
4. In the “Configure Shortcuts” screen, click on the shortcuts you would like to create and press the Next button.
5. In the “Choose Setup Type” screen, press the Typical button.
6. In the “Microsoft SQL Server database name and Server name” screen, enter the Default database name and host Server name, and press the Next button.
7. In the “Ready to install Bentley OpenUtilities …” screen, press the Install button. The product installs. When it is done the screen returns to the prerequisites screen.
8. Press the Finish button.

To install this product with Workflow Manager on Oracle

Pre-Installation steps:

1. Run the self extracting executable Setup_OpenUtilitiesDesigner_08.11.09.xxx.
2. In the Extract Screen, select “Extract install package only”.
3. Find and review the readme_installation.chm.
4. Set up your database of choice.
5. From the extract folder, run the Setup.exe.
6. In the prerequisites screen, press the Install button. Prerequisites are installed and an install wizard appears for this product.

Installation Wizard steps:

1. In the “Welcome” screen, press the Next button.
2. In the “End-User Agreement” screen, click on the check box that reads, "I accept the terms in the License Agreement", and press the Next button.
3. In the “Destination Folder” screen, change default paths as necessary and press on the Next button.
4. In the “Configure Shortcuts” screen, click on the shortcuts you would like to create and press the Next button.
5. In the “Choose Setup Type” screen, press the Custom button.
6. In the "Product Features" screen, unselect features that are not required and press the Next button.
7. In the "Database Type" screen, select "Oracle" and press the Next button.
8. In the “Oracle Service Name” screen, enter the Oracle service name and press the Next button.
9. In the "VGIS" screen, press the Next button.
10. In the "WMS" screen, press the Next button.
11. In the “Ready to install Bentley OpenUtilities …” screen, press the Install button. The product installs. When it is done the screen returns to the prerequisites screen.
12. Press the Finish button.

To attach the sample database to SQL Server for the Workflow Manager

1. Copy the database files, BUDV8i.mdf and BUDV8i.ldf, in the extracted SQL Server database folder into the SQL Server Data folder (e.g. C:\Program Files (x86)\Microsoft SQL Server\MSSQL11.SQLEXPRESS\MSSQL\DATA).
2. Run SQL Server Management Studio and connect to your Server.
3. In the Object Explorer, find the Databases folder for the server, and Right-Click on the Database folder. A popup menu appears.
4. Select the Attach entry in the popup menu. The "Attach Databases" dialog appears.
5. In the Attach Databases dialog, press the Add button. The "Locate Database Files" dialog appears.
6. In the "Locate Database Files" dialog, navigate to the BUDV8i.mdf file, select the file, and press the OK button.
7. In the "Attach Databases" dialog, press the OK button.
8. Enter the sub folder “Database\SQLServer”.
9. Edit the new_sqlserver_users.sql file and add the required users who will use Bentley OpenUtilities .
   1. If using OS Authentication to connect to SQL Server, add user(s) similar to the sample ADMINISTRATOR user in new_sqlserver_users.sql. User names must be the same as Windows login names and password is identified externally.
   2. If using Single User to connect to SQL Server, add user(s) similar to the sample DESIGNER user in new_sqlserver_users.sql. User is identified by a password.
10. Execute your modified script from within SQL Server Management Studio.

Setting up Single User SQL Server sign-on

1. Run EDConfiguration.exe with Administrator privileges from the Installed Program Files location (e.g. C:\Program Files (x86)\Bentley\OpenUtilitiesDesigner V8i\OpenUtilitiesDesigner\).
2. Enter the User Name and Password from Step 9b of the "To attach the sample database to SQL Server for the Workflow Manager" section.
3. Use the "Connect" button to verify that the connection information works.

To create an Oracle database instance for the Workflow Manager

Install Oracle Server and create a new database. The initialization parameters should be as follows:

*These initialization parameters are only required if using the OS Authentication for Oracle login.

To load the Oracle database for the Workflow Manager

If you have not created a database instance, please refer to the instructions, “To create an Oracle database instance for the Workflow Manager”.

1. Find the Database folder located in the extracted installation folder, typically “C:\BentleyDownloads\ OpenUtilitiesDesigner_08.11.09.xx\Database”.
2. Copy the Oracle dump file BUDV8i.dmp from the “Database\BUDRefDBDump” sub folder to the directory path of the server-based directory object, DATA_PUMP_DIR.
3. Enter the sub folder “Database\LoadFromDump\New”.
4. Edit the tablespace.sql file and change the paths to the correct location for tablespaces to be created in your database instance.
5. Edit the new_edusers.sql file and add the required users who will use Bentley OpenUtilities .

   1. If using OS Authentication to connect to Oracle, add user(s) similar to the sample ADMINISTRATOR user in new_edusers.sql. User names must be the same as Windows login names and password is identified externally.

   2. If using Single User to connect to Oracle, add user(s) similar to the sample BUDUSER user in new_edusers.sql. User is identified by a password.
6. Run the batch file new_db.bat with required parameters.

7. Review the log file DB_IMPORT.log (located at the directory path of the server-based directory object, DATA_PUMP_DIR) for errors. Table drop error can typically be ignored.

8. Log into SQLPLUS as sys user and execute (<username> = one of the users added in Step 8):

   update chdata.userlogin set username='<username>', firstname='Firstname', lastname='Lastname' where username='administrator';

   commit;

   Note: This step is to facilitate an initial user who would further configure other users. Other users can be added using the “User Manager Dialog” in Workflow Manager. Please refer to Bentley OpenUtilities Help for further details.

If using OS Authentication for Oracle login, test the database from the command prompt by executing the statement “sqlplus /@net_service_name”. If this fails, please refer to Oracle documentation to set up OS Authentication correctly. If using Single User for Oracle login, test the database from the command prompt by executing the statement “sqlplus username/password@net_service_name”.

Setting up Single User Oracle sign-on

1. Run EDConfiguration.exe with Administrator privileges from the Installed Program Files location (e.g. C:\Program Files (x86)\Bentley\OpenUtilitiesDesigner V8i\OpenUtilitiesDesigner\).
2. Enter the User Name and Password from Step 5b of the "To load the Oracle database for Workflow Manager" section.
3. Use the "Connect" button to verify that the connection information works.
4. Select "OK" to confirm.

To use the sample Microsoft SQL Server spatial schema

Attach the sample spatial database provided, following the same steps described in “To attach the sample database to SQL Server for the Workflow manager”.

1. Open the file BUD_SSS2T-PostRegFtrs.xml using Bentley Geospatial Administrator. This file can be found in the Bentley OpenUtilities install location, in the subfolder "\datamodel\BentleyUD\".
2. In the Schema tab, navigate to Graphical Sources|SQL Server Spatial Connection|Named Connection.
3. Change the Host value to match the machine hosting your database.
4. Export the schema.
5. Run the batch file CopySSS2TConfigFiles.bat. This file can be found in the Bentley OpenUtilities install location, in the subfolder "\datamodel\BentleyUD\Configuration\".