Chapter 10. DFdiscover Installation Worksheet
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Chapter 10. DFdiscover Installation Worksheet

Table of Contents

Use this worksheet as a permanent record of the installation's progress. When completed, sign and date this worksheet and store it together with any other installation qualification (IQ) materials.

Most of the entries in the worksheet require only a checkmark indicating that the step was completed. Some entries require the value of a parameter to be recorded. It is important to record these parameter values as they are assigned because in some cases they are referenced by subsequent steps.

10.1. DFdiscover Software Installation

10.1.1. Staffing

XREF	Parameter	Value
[SI50]	UNIX administrator
[SI51]	DFdiscover administrator
[SI52]	Study setup
[SI53]	Programmer
[SI54]	SAS specialist
[SI55]	Data entry
[SI56]	Higher-level data review

10.1.2. Before Installation

XREF	Parameter	Value
[SI00]	Company Name
[SI01]	DFdiscover software release	5.1.0
[SI02]	Date
[SI03]	Contact Person
[SI04]	Server Hostname
[SI05]	Server Operating System

XREF	Description	Completed?
[SI08]	the name of a printer that can be accessed from the DFdiscover environment
[SI09]	www.dfnetresearch.com can be accessed
[SI57]	send email externally, for example to DF/Net Research, Inc. (`<support@datafax.com>`)
[SI12]	telephone number of an existing, paper fax machine

Cross the following section out if your installation will not be using HylaFAX to send and receive faxes.

XREF	Parameter	Value
[SI10]	at least one of the telephone lines for incoming and outgoing DFdiscover faxes has been installed
[SI11]	DFdiscover telephone number
[SI58]	digit(s), if any, must be dialed to pass through the PBX?

10.1.3. Installation Materials

XREF	Parameter	Value
[SI13]	installation notes
[SI14]	super-user password
[SI15]	current DFdiscover software release
[SI16]	current DFdiscover Release Notes
[SI18]	Installation and Initialization chapter of the DFdiscover Acceptance Test Kit documentation
[SI21]	DFdiscover License Renewal form

XREF	Parameter	Value
[SI37]	hostid
[SI38]	hostname
[SI39]	# of users
[SI40]	expiry date
[SI42]	features
[SI41]	password
[SI22]	support username
[SI23]	support password

XREF	Description	Completed?
[SI24]	study setup

10.1.4. Installation for Linux Systems

XREF	Parameter	Value
[SI32]	installation directory
[LX00]	Linux installation completed successfully

10.1.5. Migrate User Permissions (upgrade install, from versions older than 3.8, only)

If you are not upgrading from a version older than 3.8, cross out this section.

XREF	Description	Completed?
[SI60]	migrate existing user permissions to the new structures

10.1.6. Request and Install Server Certificate

XREF	Description	Completed?
[CI01]	Use DFserveradmin to create the certificate request
[CI02]	Save the signed certificate

10.1.7. Request and Install DFdiscover License

XREF	Parameter	Value
[LI01]	server identifier
[LI03]	Save the license
[LI04]	Update hostname in DFdiscover License

10.1.8. Migration of pre-2014 studies

If you do not have any pre-2014 studies to migrate, cross out this section.

XREF	Parameter	Value
[MG00]	pre-2014 studies migration completed successfully

10.2. HylaFAX Configuration

If you are not using HylaFAX for fax transmissions, cross out these sections.

10.2.1. Preparatory Steps

XREF	Parameter	Value
[HC03]	Identify Serial Ports

XREF	Description	Completed?
[HC04]	Disable Port Services

10.2.2. HylaFAX Configuration

XREF	Description	Completed?
[HC05]	Execute faxsetup
[HC06]	Execute faxaddmodem
[HC07]	disable adaptive answer
[HC08]	Create inittab entry

10.2.3. Starting HylaFAX

XREF	Description	Completed?
[HC09]	install the HylaFAX startup script
[HC10]	start HylaFAX

10.2.4. Confirm HylaFAX status

XREF	Description	Completed?
[HC11]	HylaFAX scheduler executing followed by one record for each defined modem

10.2.5. Periodic Maintenance

XREF	Description	Completed?
[HC12]	faxqclean should be configured to run once per day
[HC13]	faxcron should run once per week

10.3. DFdiscover Configuration

XREF	Description	Completed?
[DF10]	Define DFdiscover printers

10.4. Start DFdiscover

XREF	Description	Completed?
[DF12]	start the DFdiscover services

10.5. (Re-)configure DFdiscover Master

XREF	Description	Completed?
[DF06]	Configure DFdiscover Master

10.6. Configure Incoming and Outgoing Daemons

XREF	Description	Completed?
[DF08]	configure an incoming daemon
[DF09]	configure an outgoing daemon

10.7. Integration Testing

10.7.1. Receiving Faxes

XREF	Description	Completed?
[IN01]	Fax a non-DFdiscover page
[IN02]	Confirm fax archival
[IN03]	View the fax in DFexplore
[IN04]	Print the page from DFexplore

10.7.2. Printing from DFdiscover

XREF	Description	Completed?
[IN05]	Print a plain text file

10.7.3. Faxing from DFdiscover

XREF	Description	Completed?
[IN06]	Fax a plain text file

10.8. Study Installation

10.8.1. Installing the study

XREF	Description	Completed?
[SS01]	Create a parent directory for all studies
[SS02]	Obtain the study tar image
[SS03]	Create a study folder and extract the contents of the tar image
[SS04]	Update the file permissions and ownership
[SS05]	Register the study to DFdiscover

10.9. DFdiscover Acceptance Test Kit (ATK) Installation

XREF	Description	Completed?
[AT01]	the first of seventeen modules
[AT02]	completion of all seventeen modules

10.10. Client Desktop Package Installation

XREF	Description	Completed?
[PK01]	Windows client packages
[PK02]	DFdiscover barcoding plug-in for FrameMaker®

10.11. Installation Completion

XREF	Description	Completed?
[CL01]	Collect together all installation materials
[CL02]	all required items completed without error
[CL03]	Subscribe to the DFdiscover mailing list
[CL04]	Sign the completed worksheet

10.12. Completion Sign-off

Vendor representative.

Name:
Title:
Signature:
Date:

Client representative.

Name:
Title:
Signature:
Date:

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Chapter 9. Installation Completion	Home	Appendix A. Copyrights - Acknowledgments