Chapter 1. Module 1: Installation and Initialization

Table of Contents

1.1. Tests & Requirements
1.2. Confirm version information can be obtained for DFdiscover.
1.3. Obtain super-user privileges and remove older Acceptance Test Study, if one exists.
1.4. Install the Acceptance Test Study.
1.5. Define Acceptance Test Study to the DFdiscover server.
1.6. Create a role and permissions for valid1.
1.7. Create a DFdiscover account for valid1.
1.8. Create a role and permissions for datafax.
1.9. Enable high definition imaging.
1.10. Start the Acceptance Test Study Control Panel application.

1.1. Tests & Requirements

  1. Confirm version information can be obtained for DFdiscover.

  2. Obtain super-user privileges and remove older Acceptance Test Study, if one exists.

  3. Install the Acceptance Test Study.

  4. Define Acceptance Test Study to the DFdiscover server.

  5. Create a role and permissions for valid1.

  6. Create a DFdiscover account for valid1.

  7. Create a role and permissions for datafax.

  8. Enable high definition imaging.

  9. Start the Acceptance Test Study Control Panel application.

Estimate of Time Required: 30 Minutes

1.2. Confirm version information can be obtained for DFdiscover.

  1. Confirm the Acceptance Test Kit is installed on the following Linux operating system:

    • Red Hat / CentOS

    • SUSE

  2. Confirm DFdiscover version information by starting DFexplore.

  3. In the login dialog, click Help and choose About DFexplore. Confirm that the version information in the dialog matches the installed software version 5.1.0. Click X to close the version information dialog.

  4. If the DFexplore release is not DFdiscover 2018 Version 5.1.0, you must stop at this point. The Acceptance Test Kit is specifically designed for release DFdiscover 2018 Version 5.1.0.

  5. Exit DFexplore.

1.3. Obtain super-user privileges and remove older Acceptance Test Study, if one exists.

[Note]Note

This step is required only if 254 Acceptance Test Study already exists on your DFdiscover server. If it does not currently exist on your DFdiscover server, skip this section and continue with Section 1.4, “Install the Acceptance Test Study. ”. If an earlier version does exist on your server, delete it prior to installation by following these steps.

  1. Start DFadmin. Login to your DFdiscover Server as datafax.

  2. Specify a Username of datafax, and the assigned user password in the Password field. Click Login to complete login and continue.

    Click Status Tab. This illustration shows that the 254 Acceptance Test Study is already defined.

    The list of studies defined on your DFdiscover Server will be displayed in the studies list.

  3. Select the entry for 254 Acceptance Test Study from the list of studies. Select Action > Disable study. In the confirmation dialog, enter the text Study Removal.

  4. Click Disable to disable the Acceptance Test Kit.

  5. Click Studies tab. Select the entry for 254 Acceptance Test Study if it is not already highlighted. Click Delete.

    From the 3 delete options, choose Remove Study from DFdiscover.

  6. Click Delete in the confirmation dialog to continue with the delete.

  7. In the Remove Study dialog, de-select (disable) Archive Study Permissions and click Continue.

  8. To confirm, enter the password for datafax and click OK. Close the study removal confirmation dialog by clicking OK.

1.4. Install the Acceptance Test Study.

[Note]Note

Existing Acceptance Test Kit directories, val254 and .val254_states, must be removed prior to installation of the DFdiscover 2018 Acceptance Test Kit. This is because the study directory structure and/or base states have changed with DFdiscover 2018.

If the directories are present at this time, installation of the DFdiscover 2018 Acceptance Test Kit will rename them and re-install the updated DFdiscover 2018 val254 and .val254_states directories.

  • The DFATK-5.1-0.x86_64.rpm file can be found on www.dfnetresearch.com in the Support section. After downloading the DFATK-5.1-0.x86_64.rpm execute the installation command appropriate for the operating system.

    • On openSUSE, use zypper, which will automatically download and install any dependencies required:

      # zypper --no-gpg-check install DFATK-5.1-0.x86_64.rpm

    • On RHEL, use yum, which has slightly different syntax:

      # yum --nogpgcheck install DFATK-5.1-0.x86_64.rpm

    • Confirm the presence of 254 Acceptance Test Study with the command:# ls -d /opt/studies/val254

    • As root open DFserveradmin to the Study Spaces view. If not already present, add a Study Space for the directory /opt/studies. Name the Study Space opt_studies. Check (enable) the Active box and apply the entry.

1.5. Define Acceptance Test Study to the DFdiscover server.

  1. Return to DFadmin, select the Studies tab. Add a definition for 254 Acceptance Test Study. Click New and complete the dialog with the following values:

    • Study Number: 254

    • Study Name: Acceptance Test Study

    • Study Space: opt_studies (or the name of the Study Space for the /opt/studies directory)

    • Study Folder: val254

    • Select Restore previous Study at this location

    [Note]Note

    The name of your Study Space may differ from that shown here if the Study Space is something other than opt_studies on your DFdiscover server.

  2. Click OK to confirm the action and add an entry for 254 Acceptance Test Study to the list of studies.

  3. Verify configuration information and set the Preset Printer. Select the newly added 254 Acceptance Test Study entry from the list of studies. Click Configurations tab and enter the name of a networked printer in the Preset Printer field.

  4. Choose All minor versions supported from the Version Strict drop-down.

  5. Select File > Save or click Save to save the configuration information.

1.6. Create a role and permissions for valid1.

  1. Create a Role for user valid1. Begin this task by clicking the Roles tab.

    [Note]Note

    If the role already exists, confirm the permissions and settings described in Step 2 to Step 8 and make changes where necessary.

  2. In the list of studies, locate and choose 254 Acceptance Test Study. Click New to add a new user role. In the confirmation dialog, enter the role name.

  3. Click Create in the New Role dialog to apply the role name.

  4. In the Description field enter: Levels 0-4, data entry and meta data.

  5. Click Tools & Reports tab. Check (enable) each of the following: DFexplore, Server & DFsetup, DFdiscover Reports, and Study Reports.

  6. Click Auto Logout tab. If not already checked (enabled), check Inherit from Study to override the default Auto Logout setting with the study setting.

  7. Click Permissions tab. This view is for the definition of data type permissions associated with the role.

  8. Set data permissions with the following settings:

    • Visits = ALL

    • Plates = ALL

    • Levels = 0-4

    • Check (enable) Show Hidden Fields

    • Check (enable) Show Int. Queries

    • Modify Levels = 0-4

    • Write = 0-4

    • Data Check (enable) = CMDL (Create, Modify, Delete, Missed), but not P (Password).

    • Queries Check (enable) = CMDAR (Create, Modify, Delete, Approve, Reject)

    • Reasons Check (enable) = CMDA (Create, Modify, Delete, Approve)

  9. Click Save or select File > Save to save Tool & Reports, Auto Logout and Permissions for role .

1.7. Create a DFdiscover account for valid1.

  1. Still as datafax and with the DFadmin application open, click Users tab to open the user definition window.

  2. Determine if user valid1 has already been defined. Review the list of users to determine if an entry exists for user valid1.

    [Note]Note

    If an entry for valid1 cannot be located in the list of users, complete Step 3 to Step 12 inclusive.

    [Note]Note

    If an entry for valid1 can be located in the list of users, complete Step 13 to Step 16 inclusive.

  3. Click New to add a DFdiscover account for user valid1. In the resulting dialog, enter the username valid1 as shown.

  4. Click Create to add valid1 to the list of users. An empty icon represents valid1, the status of valid1 is set to Inactive.

  5. Choose the valid1 entry from the list of users if it is not already highlighted. Click User Profile tab. Enter these settings:

    • Full Name = valid1

    • Affiliation = DF/Net Software ULC

    • Email = Your email address

    [Note]Note

    A valid email address is required to receive module specific PDF files if you have not specified a printer in the Master view.

  6. No further user profile information is needed. Select File > Save or click Save.

  7. Set permissions for user valid1. With user valid1 still as the active user, click Permissions tab. Check (enable) Allow access to Image Router to grant permissions to the DFexplore Image Router.

  8. To assign a study to valid1, click the blank area below the Study heading. Select 254 Acceptance Test Study from the Study drop-down. Set:

    • Sites = All

    • Subjects = All

    • Role Name = valid1 permissions

  9. Select Active from the Status drop-down list to change the status from Inactive to Active for user valid1.

  10. Assign a DFdiscover password for valid1 by clicking New Password. Enter a password of your choice in place of the auto-generated system password.

    [Note]Note

    Remember the password assigned in this step as it is needed in future tests.

  11. Save all previously entered permissions, roles and password by selecting File > Save or by clicking Save.

  12. Skip Step 13 to Step 16 and go to Step 1.

  13. Locate and choose the entry for user valid1 in the list of users. Click Permissions tab and confirm the following settings. If any of the following permissions do not appear as shown below, set them now.

    • Allow access to Image Router box is checked (enabled)

    • 254 Acceptance Test Study is assigned to user valid1.

    • Sites = ALL

    • Subjects = ALL

    • Role Name = valid1 permissions

  14. Verify the status for valid1. If valid1 is set to Inactive, select Active from the Status drop-down list.

  15. Assign a DFdiscover password for valid1 by clicking New password. Enter a password of your choice in place of the auto-generated system password.

    [Note]Note

    Remember the password assigned in this test step as it is needed in future tests.

  16. Save all previously entered permissions, roles and password by selecting File > Save or by clicking Save.

1.8. Create a role and permissions for datafax.

User datafax is already defined on your DFdiscover installation, however, you must grant user datafax a role and permissions to be able to access 254 Acceptance Test Study.

  1. Click Users tab.

  2. Create a Role for user datafax. Begin this task by clicking the Roles tab.

  3. Within the list of studies, locate and choose the entry for 254 Acceptance Test Study. Click New to the right of the Roles list to add a new user role. In the resulting dialog, enter the role name datafax permissions.

  4. Click Create to create the new role datafax permissions.

  5. Define Tools & Reports permissions for the datafax permissions role. Highlight datafax permissions in the Roles list to make it the active role. Enter Full permissions in the Description field.

  6. Click Tools & Reports tab below the Description field. Check (enable) each of the following: DFexplore, Server & DFsetup, DFdiscover Reports, and Study Reports.

  7. Click Auto Logout tab. If not already enabled, check (enable) the Inherit from Study box to override the default Auto Logout settings with those of the ATK study.

  8. Click Permissions tab.

  9. Set data permissions as follows:

    • Visits = ALL

    • Plates = ALL

    • Levels = ALL

    • Check (enable) Show Hidden Fields

    • Check (enable) Show Int. Queries

    • Modify = 0-7

    • Write Levels = 0-7

    • Data = Check (enable) CMDL (Create, Modify, Delete, Missed), but not P (Password)

    • Queries = Check (enable) CMDAR (Create, Modify, Delete, Approve, Reject)

    • Reasons = Check (enable) CMDA (Create, Modify, Delete, Approve)

  10. Select File > Save or click Save to save Tool & Reports, Auto Logout and Permissions settings for role datafax permissions.

  11. Still as datafax and with the DFadmin application open, click Users tab to open the Users window.

  12. Set permissions for datafax. Click the entry for datafax from the list of users to make it active. Click Permissions tab. Check (enable) the Allow access to Image Router box to grant permissions to the DFdiscover Image Router.

  13. To assign a study to datafax, click the blank area below the Study heading. Select 254 Acceptance Test Study from the Study drop-down. Set:

    • Sites = All

    • Subjects = All

    • Role Name = datafax permissions

  14. Select File > Save or click Save to save the previously entered role and permissions for datafax.

1.9. Enable high definition imaging.

  1. To enable high definition imaging, click the Traffic tab. Within that view, click the Inbound tab to display the Inbound view.

  2. Check Enable High Definition Imaging. The Normal Colors checkbox is enabled by default. If it is not, enable it. Click Save to save the settings.

  3. Select File > Exit to close DFadmin.

1.10. Start the Acceptance Test Study Control Panel application.

  1. The remaining steps in this module require datafax privileges. Open the Acceptance Test Kit login dialog.

  2. In the login dialog, enter the name of the study server on which the Acceptance Test Kit has been installed. As the Acceptance Test Kit Control Panel must be run as datafax, the Username field cannot be edited. Enter the previously specified password for datafax and click Login.

  3. In the Control Panel, confirm that Module 1 Installation and Initialization is the current module and that its status is Not yet performed.

    Click End to complete Module 1.