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Disclaimer
The information contained in this document is subject to change without prior notice. This
document is made available without any guarantee on the part of FIS regarding the
correctness, completeness and use of the information and data contained therein.
It is for informational purposes only. FIS assumes no liability for errors in or for the
completeness of the document, in particular not for the information, graphics, links or other
information and content contained therein. FIS shall not be liable for any damages, express
or implied, that may result from the use of the document, including but not limited to
merchantability, fitness for a particular purpose, and non-infringement of applicable law,
unless damages are caused by were caused intentionally or through gross negligence on the
part of FIS. This includes in particular direct, special, indirect damage as well as incidental and
consequential damage.
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contents
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foreword
The reader
This manual is primarily intended for the administrators of the FIS/edc(R) monitors and the FIS/
fci(R) software.
requirements
This documentation was created on the basis of Microsoft Windows Server operating systems and
Microsoft Internet Information Services.
Registered trademarks
All other product and brand names are registered or unregistered trademarks of their
respective owners.
A notice:
After the introduction of FIS/edc or FIS/fci, the settings described in this documentation should
only be changed after consultation with the FIS GmbH project team, as some parameters are
required for a proper process flow.
Editor:
Röthleiner Weg 1
D-97506 Grafenrheinfeld
Web: http://www.fis-gmbh.de
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Figure 1 shows the flow of a typical application scenario with the FIS/edc Life Cycle
Manager.
The focus here is on the Life Cycle Manager Service. This is designed as a WCF service and
has an open interface that supports both the integration of FIS Smart Products and the
connection of third-party applications.
All other services and applications that are part of a process are mapped as modules and
can transmit status data to the Life Cycle Manager Service via the interface or query
status data.
It is also possible to define your own processes and modules that are not supplied by FIS.
The FIS/edc Life Cycle Manager consists of a backend and an administration interface.
Both are installed with the setup.
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2.Installation
The installation of the FIS/edc Life Cycle Manager is described below in individual steps.
The requirements for operating the backend and frontend should also be shown.
2.1. requirements
2.1.1. server
The FIS/edc Life Cycle Manager should be installed on a Microsoft Windows Server
operating system.
· Microsoft Windows Server 2012 R2, 2016 or newer (recommended with GUI).
· Microsoft Windows 10.
Furthermore, the Microsoft .NET Framework Version 4.6.2 is required. It is recommended to make
this available before installation on the target server. Furthermore, several services are installed
and started.
The web services run under the Microsoft Internet Information Server (IIIS). This must be
installed on the server in version 7 or higher.
Microsoft IIS Express is not sufficient.
2.1.2. Database
A database is required to operate the FIS/edc Life Cycle Manager. This must be made
available prior to installation.
Furthermore, the FIS/edc Life Cycle Manager requires its own database user, which must
also be created and known.
In order to be able to establish communication with the respective database, special drivers
are required depending on the database, which are available on the application server
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have to be asked. These are not part of the setup and may have to be installed by the
administrator.
If a Microsoft SQL Server 2008 or 2008R2 is used, the required drivers are already
installed with the .NET Framework 4.6.2 (during the installation). If a newer version of
Microsoft SQL Server is used, it is absolutely necessary to install the appropriate database
driver on the application server.
2.1.3. clients
The FIS/edc Life Cycle Manager has a web client included in the delivery version. There is
also the option of connecting FIS/edc® for SAP as a front end.
2.1.3.1. Web
In order to be able to use the web frontend without any problems, the following conditions should be met.
Recommended browsers:
Furthermore, the frontend uses JavaScript technologies, which must also be supported by the
browser or their use must be permitted.
It is also necessary to check whether the SAP basis version (Netweaver) supports "Nested XSD
schema files". This is absolutely necessary for a smooth connection to FIS/edc®. According to the
current state of knowledge, this is supported from SAP Netweaver 7.01 EHP5.
2.2. Set up
The actual installation is carried out using a setup application that is delivered and
installed by the FIS consultants.
After completing the actual setup, a dialog appears asking you to configure the
connection to the respective database and create the database schema.
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If the .NET Framework Version 4.6.2 is not available and cannot be installed automatically
with the installation, please install it manually, it can be obtained free of charge from the
Microsoft server and then start the Life Cycle Manager installation again. Furthermore,
the Microsoft Internet Information Server 7 (IIS) or higher must be installed in order to be
able to carry out the setup.
Now select the components to be installed and start the installation process.
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If the installation process has gone through without any problems, the setup can be completed with
'Finish'.
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After the actual installation of the Life Cycle Manager is complete, you will now be
prompted to configure the application. The database configuration is carried out by
selecting the database server used and the associated dialect. Furthermore, the
connection string must be entered depending on the selected database. Please ask your
database administrator about this.
Danger: It is absolutely necessary that the necessary client drivers are available, see also
section:Database .
Once the database configuration is complete, please confirm it with "Save Config".
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Reinstallation:
If no previous version of the Life Cycle Manager was installed, a new installation can be
carried out without any problems. All necessary tables are created in the previously
selected database and settings are made.
Danger: If there is already data in the database, it will be completely deleted. To keep the
existing data please use the'upgrade'Function.
Please note that under 'DB schema options' the option'create'is clicked. You can
then start the configuration with the 'Database Schema' button.
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updated:
If an earlier version of the Life Cycle Manager is already installed, an update must be
carried out. All tables on the previously selected database are adjusted.
Please note that under 'DB schema options' the option'update'is clicked. You can
then start the configuration with the 'Database Schema' button.
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Danger: the database configured in the connection string must already exist!
2.2.2. rework
If the installation was successfully completed, small rework must be carried out.
The backend service must be started manually. However, this should be possible without any problems once
the database has been configured and the schemas have been created. Please start the service now.
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If you are having trouble configuring or starting the services, see the Administration
section atbackend Further information.
By default, the LCM is addressed via http. This means that after the installation, the LCM web service
runs under http -> port 8001 and the LCM web front end under http -> 8002. In order to make it https-
enabled, the following steps must be taken
be performed.
Note: Operating the LCM via https requires a sha256 server certificate, which must
be stored in the server's local certificate store
<security mode="Transport">
<transport clientCredentialType="None"
</transport>
</security>
5. Save the file and start the FIS LifeCycleManager service. Now the
LCM web service should run under port 8001 only via https
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dir cert:\localmachine\my
$guid = [guid]::NewGuid()
$certHash = "89C38E9AD6455F9A8782DD29CE089074C57311ED" $ip =
"0.0.0.0" # This means all IP addresses $port = "8001" # the default HTTPS
port
"http add sslcert ipport=$($ip):$port certhash=$certHash appid={$guid}" | net
10.If the certificate was successfully linked, you can tell by the message that is returned
after the last line.
<!--<security mode="TransportCredentialOnly">
<transport clientCredentialType="Basic" proxyCredentialType="Basic" realm="LCM" /> </security>-->
<identity>
<dns value="localhost"/> </
identity>
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</endpoint>
.....
4. After restarting the LifeCycleManager page via the IIS Management Tool, the LCM web front end
only runs on the https LCM web service
In order to run the LCM web front end under https, you have to adjust the binding of the LCM
website in the IIS Management Tool
1. Open Bindings of LifeCycleManager
Figure 11: Life Cycle Manager Setup - Open Binding for IIS
2. Change http binding to port 8003 and save
Figure 12: Life Cycle Manager Setup - adjust old http binding
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3. Administration
Once the installation and basic configuration of the application is complete, the
process(es) to be used must be imported or created. The required steps are described
below.
If unexpected problems occur during installation and configuration, you will find possible
solutions on the following pages.
3.1. backend
The backend service writes its own log file, which serves as the main data source for
monitoring the service functionality.
The log file can be found in the "service\log" folder of the installation. In the standard case this is:
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[2013-11-12 09:13:50] [4] [DEBUG] select TOP (@p0) ping0_.ID as ID7_, ping0_.Message as Message7_ from Ping ping0_;@p0 = 1
[Type: Int32 (0) ]
[2013-11-12 09:13:50] [6] [INFO] ModuleDataService working: True
[2013-11-12 09:13:50] [4] [DEBUG] select TOP (@p0) ping0_.ID as ID7_, ping0_.Message as Message7_ from Ping ping0_;@p0 = 1
[Type: Int32 (0) ]
[2013-11-12 09:13:50] [6] [INFO] ModuleDefinitionService working: True
[2013-11-12 09:13:50] [4] [DEBUG] select TOP (@p0) ping0_.ID as ID7_, ping0_.Message as Message7_ from Ping ping0_;@p0 = 1
[Type: Int32 (0) ]
[2013-11-12 09:13:50] [6] [INFO] ProcessViewFieldService working: True
[2013-11-12 09:13:50] [4] [DEBUG] select TOP (@p0) ping0_.ID as ID7_, ping0_.Message as Message7_ from Ping ping0_;@p0 = 1
[Type: Int32 (0) ]
[2013-11-12 09:13:50] [6] [INFO] ExtendedDocumentDataService working: T rue
[2013-11-12 09:13:50] [6] [INFO] Service started!
If you start successfully, your log file should contain similar entries. The entries are particularly
important here.
Furthermore, all SQL queries to the database are written to the log file by default
With the FIS/edc Life Cycle Manager - Configurator, it is possible to adjust the database
settings afterwards.
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The figure shows the application interface. The interesting setting after the installation
is primarily the "Connections String", here the desired database parameters can be set.
Once this is done, save the settings back to the file with "Save Config".
Furthermore, different paths to the configuration files are displayed, here you have the
option of editing settings directly as required. It is also possible, if the standard ports and
the service address are not to be used, to use them via the "baseAddresses" in the
configuration file
"ProcessControlService.ProcessControlWindowsService.exe.config".
The FIS/edc Life Cycle Manager frontend is used to manage the Life Cycle Manager service
and is available as standard via port 8002 via HTTP with a web browser.
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The frontend is divided into three main categories, which are described in more detail
below. The "About Application" menu item is shown in this figure, the primary purpose
here is to view the version of the installed frontend version and the status of the currently
logged-in user.
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3.2.1. reports
The status of the individual documents and the values of the associated attributes can be
displayed using the report functionality.
"Process Selection"
In order to display the reports, one must first select a process or a process
category for which the report is to be displayed.
Figure 18: Life Cycle Manager Frontend - Process/Process Category Selection for Reports
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It should be noted that the processes correspond to the same category. Evaluations of
different process categories are not supported. The multiple selection of the process
wins over the single process selection. Either the multiple selection (via checkboxes) or
the single selection (via dropdown) is evaluated.
"Saved Reports"
For each process (not a process category), ready-made reports can be called up or new
reports can be created and saved.
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"document data"
These fields relate to the document (receipt) fields and are always the same for each
process.
These fields are as follows. "Document ID", "Barcode", "Tiff", "User ID", "Batch", "Date
Created" and "Date Modified".
"module data"
Different modules can store different information in the LCM. This information can differ
depending on the module and can be defined in the LCM frontend (administration) for
each module as "module fields". This information can be searched in the LCM database
and the relevant fields are found in the search criteria under the "Data Module" group.
These fields may change depending on the process selected. It depends on which modules
are assigned to which process.
"Other"
This group includes all other fields. There are currently two status fields here:
"DocumentCompleteStatus" and "RequiredFieldStatus".
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"Query Operator"
This list contains the query operators that are relevant to the selected filter field.
Date operators:
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With each change of the filter field, the operator list is updated and populated with relevant
operators. As an example for a text field, the following query operators are available: "
Contains", "Begins with" etc., which are irrelevant for a date field. The following query
operators are available for a date field: "date from", "date to", "date between".
range operator:
For fields (no date fields) in the document data and module data areas, there is the operand "
in between".the operand"in between" can evaluate both numbers and text.
Multiselection operator:
For fields (no date fields) in the document data and module data areas, there is the
operand "In".the operand"In" can evaluate both numbers and text.
It can be done with the operator "In"Several values of a data field can be selected at the same
time. For each value, a separate selection criterion with the operator "In" to be attached.
"Value Fields"
The third field is used to specify the actual value for the selected filter field.
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This field appears dynamically and depends on the selected filter field and query
operator.
For text filter fields, the value field is a text field with a mandatory field condition (value cannot be
blank).
For date filter fields, the value field is also a text field with two conditions: mandatory field and
date format (yyyy-MM-dd hh:mm:ss).
For the query operator "Date between" there are two text fields for entering the date
range.
No value field is required for the operators beginning with 'since ...'.
If no value field is entered, autom. the current timestamp is used as a criterion.
For status fields in the "Other" query field group, the values are selected from a
selection list.
Figure 29: Life Cycle Manager Frontend - input help for other search criteria
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The inserted search criteria are displayed in a table. A search criterion can be removed by
clicking on the "Delete" button.
By clicking on the value, the user can easily edit the value.
Figure 30: Life Cycle Manager Frontend - Subsequent editing of the value field
All search criteria can also be deleted at once via 'Reset selection'.
Important: Technically, the inserted search criteria are stored in a session object. This
means that they can be reset if the user has been inactive for a long time.
With a click on the "Search" button, the query is executed and the results are displayed on
the report page.
"report page"
The documents found are displayed in a result table.
The search criteria used are displayed on the left above the results table, as well as the number of data
records per page.
On the right above the results table there is a search and an export function, both
functions access the data in the results table.
The search function can search across all columns/pages of the results table.
The export function can both copy the data to the clipboard and export it to CSV and PDF
formats. It is also possible to prepare the data for printing.
By clicking on the table header, the user can sort the records, both in ascending and
descending order.
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Clicking the "Details" button redirects the user to the Details page.
"details"
This page contains information about document data and other data added by various
modules (module data).
For each module, the module data is sorted in ascending order by date (creation date or
modification date).
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image display
As of FCI Version 5.0, the invoice image can be displayed in the detail view.
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In order to add another saved report, the process in which the report is to be displayed
must first be selected.
If the process is selected, a name and a short description must be entered.
The 'Deletable by user' flag has the function of allowing the user to delete the report from
the report page.
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Once the header information for the report has been saved, the selection criteria can be
stored.
The selection criterion must be saved with the 'Add' button before the report can be
saved.
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Figure 36: Life Cycle Manager Frontend - Selecting the selection criteria
If a date field is used as a selection criterion and 'since .....' as the operator at the same time, the value
field must be empty, otherwise the report will be loaded with the stored date when it is called up on
the report page.
If the value field is empty, the current date is always used as the starting date when the report is
loaded.
3.2.2. administration
The administration area is used to manage the processes and modules; the individual
menu items are discussed below.
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This section describes how to create and manage the processes. To do this, please click on
the menu item "Process management".
Clicking on the process name redirects the user to the process details page.
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"Process Details"
By clicking on the process name, the process details open. The process properties are
listed on the left. The "Edit" and "Delete" links allow you to edit or delete a process.
The process editing page has a very similar look and functionality to the new process
creation page.
To delete the process you have to confirm this operation.
A process can only be successfully deleted if there is still no document data for this
process in the LCM database.
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"Assigned Modules"
On the right is the list of modules assigned to the process.
Figure 41: Life Cycle Manager Administration - Modules assigned to the process
You can edit this list by clicking on the "Assign Modules" link.
"Assign Modules"
The "Available Modules" list contains the modules that are not assigned to the current
process.
With a click on the "Add to“ Switch, you can assign a selected module to the current
process.
The "Assigned Modules" list contains the modules that have been assigned to the current process.
In addition, you can set up the order and mandatory fields for each module.
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The module order affects the order of the modules on the report detail page (See: LCM Web
Application). The value of the order for each module must have a number > 1 and cannot be
empty.
The module mandatory fields work together with "RequiredFieldStatus" filter field (see: LCM web
application). These module fields are marked with red if the value is empty.
With the "Extinguish“ button you can delete the module from the list. After this operation,
this module will disappear from the "Assigned Modules" list and will appear on the "Available
Modules" list.
The key "Save on computer“ is used to save the order and mandatory fields in the
database.
The modules on the "Assign modules" list are sorted in ascending order according to the assigned
order.
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This section describes how to create and manage the modules. To do this, please click on the
menu item "Module management".
"module management"
This page contains the list of the defined modules of the LCM database.
By clicking on the name of the module, the user is redirected to the module details page.
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"module details"
The module properties are listed on the left. "Edit" and "Delete" links redirect the user
to the page for editing or deleting a module.
The module edit page has a very similar look and functionality to the new module
creation page.
To delete the module you have to confirm this operation. A module can only be
successfully deleted if its module fields are not already used in the module data of the
LCM database.
On the right side is the list of module fields belonging to the selected module.
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Figure 47: Life Cycle Manager Administration - create a new module field
"module field details" edit and delete work in the same way as the modules.
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This section describes how to create and manage the visible fields in the process overview. To
do this, please click on the menu item "Process overview management".
This page contains an overview of the created processes to which the module fields to be
monitored can be added.
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Figure 49: Life Cycle Manager Administration - add module field to the process overview
This section describes how to create and manage the saved reports. To do this, please
click on the menu item "Report Management".
"Report Management"
This page contains an overview of the reports that have already been delivered. You can
create and save more ready-made reports for your users.
Reports that have already been saved can be displayed, edited and deleted here.
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To add another report, the process in which the report is to be displayed must first be
selected.
If the process is selected, a name and a short description must be stored.
The 'Deletable by user' flag has the function of allowing the user to delete the report from
the report page.
Figure 51: Life Cycle Manager Administration - Create a new predefined report
Once the header information for the report has been saved, the selection criteria can be
stored.
The selection criterion must be saved with the 'Add' button before the report can be
saved.
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Figure 52: Life Cycle Manager Administration - select search criteria for predefined report
If a date field is used as a selection criterion and 'since .....' as the operator at the same time, the value
field must be empty, otherwise the report will be loaded with the stored date when it is called up on
the report page.
If the value field is empty, the current date is always used as the starting date when the report is
loaded.
Example:
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3.2.2.5. settings
The settings show the addresses (baseAddresses) of the service endpoints of the FIS/edc Life Cycle
Manager service.
Figure 53: Life Cycle Manager Administration - set web service addresses
In order to be able to connect an application, make sure to replace "localhost" with the
name of the server if this is not used on the LCM application server.
When you click on "Export of definitions" you will see a list of the processes to be exported. The
runtime data is not taken into account during the export, only the process structure. This can be
useful if the structure is to be transferred to another instance of the LCM, eg when the server is
relocated or upgraded.
Figure 54: Life Cycle Manager Administration - selection of the process to be exported
Storage of the process as XML structure.
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Figure 55: Life Cycle Manager Administration - saving the XML structure
In order to load predefined processes and structures into the LCM, it is possible to import
an XML definition file.
First, the desired file should be selected using the "Browse" button, then the
selection is confirmed with "Ok".
Then, as shown in the figure, the desired structures (modules) can be selected for import.
A selection must always be made here; the complete file content is selected via the
"Select all" link. With the "Import selected elements" button, these are imported into the
database.
If you want or need to change the process name, please use the field
provided.
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Figure 57: Life Cycle Manager Administration - selection of the import scope
The test tool is used to manually create documents in the FIS/edc Life Cycle Manager and
to set up test scenarios.
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Figure 59: Life Cycle Manager test tool - create a new document
After the successful creation of the document data, two new pieces of information are made
available: "Creation date" and "Document ID". In addition, two new links appear: "Create
Other" and "Add Module Data".
For these three operations, one must first load the document (by entering document ID
and clicking "Load" button). If the document has been loaded successfully, you can edit
the properties accordingly, mark the document as finished or delete the document.
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Figure 61: Life Cycle Manager test tool - add module data to the document
It is possible to add module data multiple times for the same document and module field. In such a
case, these data are stored one below the other in the same data word in the database.
The FIS/edc Life Cycle Manager offers an interface based on Http web services for third-
party systems, with which the FIS/edc Life Cycle Manager data can be manipulated.
Here you will find the most important methods that can be used in a FIS/edc Life Cycle Manager
process.
For more methods, please see theDescription of the interfaces on.
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http://localhost:8001/DocumentDataWcfService.svc/InsertDocumentData
http://localhost:8001/DocumentDataWcfService.svc/AddDocumentComment
http://localhost:8001/DocumentDataWcfService.svc/UpdateDocumentData
http://localhost:8001/DocumentDataWcfService.svc/MarkAsComplete
http://localhost:8001/ModulDataWcfService.svc/InsertModulData
http://localhost:8001/ModulDataWcfService.svc/AppendModulData
http://localhost:8001/ModulDataWcfService.svc/UpdateModulData
Here you will find the complete description of the Http web services of the FIS/edc Life Cycle
Manager, which can be used by third-party systems.
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3.3.2.1. DocumentDataWcfService
This web service represents all operations that are possible on document data.
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3.3.2.2. ModuleDataWcfService
This web service represents all operations that are possible on module data.
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3.3.3. parameter
Here you will find the complete description of the interface parameters of the FIS/edc Life Cycle
Manager
3.3.3.1. DocumentDataDto
CommentDataDto
ModuleDataDto
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3.3.3.2. CommentDataDto
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FIS/edc Life Cycle Manager Technical Manual
3.3.3.3. PCQuery
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FIS/edc Life Cycle Manager Technical Manual
3.3.3.4. ModuleDataDto
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