About this Book

This Guide gives instructions for installing iPlanet's ECXpert System. It includes prerequisites, and gives preinstallation and postinstallation tasks you must perform to ensure a successful installation.

ECXpert provides companies with a comprehensive software solution for setting up and operating a cost-effective and easy-to-use electronic commerce system built upon Internet technologies.

The following topics are covered in this section:

• Before You Begin



• Audience



• Organization



• Related Documentation

ECXpert is subject to the terms detailed in the license agreement accompanying it.

Before You Begin

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It is essential that you retrieve and read the ECXpert 3.5 Release Note from the iPlanet Technical Support web site before you install ECXpert. Release Notes contain documentation errata, software patches, and a list of known bugs. The site link is:

http://iplanet.com/support/technical_resources/ecxpert.

Downloading Updated ECXpert Documentation

We continuously update the ECXpert documentation. Follow the steps below to do the following:

• Determine whether you have the latest version of any ECXpert document



• Download a copy of any ECXpert document



• Obtain a user ID and password for iPlanet ProductTracker by SubscribNet.




If you do not know where to start, display the iPlanet ProductTracker by SubscribNet home page at the URL below:



http://home.netscape.com/support/producttracker/index.html



The information provided on this page should let you determine the contact person at your company who can provide you with the user ID and password. If that person is you, and you have not received this information, call the iPlanet Customer Support phone number that is provided.



• Display the iPlanet ProductTracker by SubscribNet web page at the following URL:




http://subscribnet.netscape.com/



• Enter your Subscribnet user ID and password.




The main Subscribnet page is displayed.



• Click the link in Click here to access your software.




An index of the iPlanet software products registered for your user ID is displayed.



• Click the iPlanet ECXpert link.




A page is displayed that asks you to select the version and platform. It looks something like Figure 1.

Figure 1    Version and platform selection

6. Locate the heading for the version you want.



7. Click the documentation link below that heading.




A list of all the documentation downloads available for that ECXpert version is displayed. The top of the list looks something like Figure 2.

Figure 2    Documentation Listing for iPlanet ECXpert

8. Locate the document title that you want.



9. Compare dates.




Compare the date for that document title with the date in the footers in your copy of the same document.



If these dates are the same, you already have the latest version of the documentation.



10. If your documentation is outdated, click the download link.




If the date in the footers of the documentation you have is earlier than the date for the same document on the screen, download the updated version.







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Note	For information on download options, click the "Download Information and Instructions" link just above the list of document titles.

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Installing ECXpert Documentation

ECXpert Documentation is available in Adobe Acrobat (PDF) format.

These files are provided on the ECXpert CD as follows:

• Getting Started Guide




/cdrom/Documentation/ECX35-GetStarted-Sol.pdf



• Administrator's Handbook




/cdrom/Documentation/ECX35-Admin.pdf



• Developer's Handbook (3.5 version available around late December 2000)




/cdrom/Documentation/ECX35-Developer.pdf



• Getting Started Guide for ECXpert Partner Agent




/cdrom/Documentation/ECX35-GSPartnerAgent.pdf



• Site Administrator's Handbook for iPlanet Partner Agent Server




/cdrom/Documentation/ECX35-SAPartnerAgent.pdf



• User's Guide for iPlanet Partner Agent - Windows Client




/cdrom/Documentation/ECX35-UGWCPartnerAgent.pdf

After installing ECXpert, copy these files to your ECXpert directory structure, following these steps:

1. Put the CD in the CD drive and go to the directory where these .pdf files are located:




# cd /cdrom/Documentation



2. Copy these books into the manuals directory in the ECXpert directory structure:




# cp /cdrom/Documentation/*.pdf $NSBase/NS-apps/ECXpert/UI/html/
manuals



where $NSBase is the directory into which ECXpert was installed.

A link to each book's .pdf file should appear in the left frame of the Support > Help > Manuals screen.

Audience

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This Guide is written for the system administrator who installs and administers ECXpert.

What You Need to Know

The documentation is written with the assumption you have some basic background including:

• a general understanding of the Internet and the World Wide Web



• experience in setting up and managing web services



• site administrator experience with iPlanet Web Server, Enterprise Edition (formerly Netscape Enterprise Server)



• UNIX administration experience as a superuser



• experience in setting up and administering relational databases as an Oracle Database Administrator



• experience in setting up data communications systems



• an understanding of your company's electronic commerce system architecture, including in-depth knowledge of Electronic Data Interchange (EDI).

Organization

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The main body of this Guide is divided into three parts:

• Chapter 1 - "Preinstallation Tasks," describes system hardware and software requirements and preinstallation planning



• Chapter 2 - "Installing ECXpert," describes the installation process step by step



• Chapter 3 - "Postinstallation Tasks," describes additional configuration and client-side installation tasks.

Appendixes provide the following supplementary information:

• Appendix A "Migrating from ECXpert 3.0 to Current ECXpert," describes the process of migrating from ECXpert version 3.0.



• Appendix B "Reinstalling Current ECXpert," describes the special steps required to reinstall Version 3.0 over an existing installation of ECXpert 3.0.

Related Documentation

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Refer to the following related documents for additional detailed information about your software:

iPlanet documentation:

• iPlanet ECXpert Administrator's Handbook



• iPlanet ECXpert Developer's Handbook



• Getting Started with iPlanet TradingXpert



• iPlanet ECXpert Operations Reference Manual



• The iPlanet Messaging Server documentation included on separate media in your ECXpert package



• The iPlanet Directory Server documentation included on separate media in your ECXpert package

For Oracle users:

• Oracle Documentation Library on CD ROM

For Other Third-party Products:

• Mercator Getting Started



• Mercator Design Guide



• Mercator Execution Commands Reference Guide



• Mercator EDI Mapping Guide



• Mercator Building and Using an Application Adapter



• Mercator Reference Guide



• Mercator Type Tree Maker Reference Guide



• Mercator Type Editor Reference Guide



• Mercator Functions and Expressions Reference Guide



• Mercator Map Editor Reference Guide



• Mercator Using a Command Execution Engine



• Actuate Reporting System User's Guide

Conventions

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Typographic conventions are used throughout this manual to help you recognize special terms and instructions. These conventions are summarized in the following table.

Convention	Meaning	Example
numbered steps	higher level descriptions of tasks you perform (more detailed instructions follow)	Enter the group information. Enter the name in the Group Name field, and a short description in the Description field.
italics	key words, such as terms that are defined in the text	"If the transaction is authorized, a capture takes place."
	names of books	"For more information, see the iPlanet ECXpert Administrator's Handbook."
	emphasis	"Under no circumstances reveal your password."
	variables for which you supply a valid value	"Type hostname password and press Enter."
Courier font	command line input or output	"Change to the ECXpert configuration directory." $ cd $NSBASE/NS-apps/ECXpert/config
	text file content, such as HTML templates and configuration files	<HTML> <TITLE>iPlanet ECXpert</TITLE>
	code samples	ecx = new ECXpert(); term = new Terminal();
	file names and URLs	"Refer to the ecx.ini file." "See www.iplanet.com for information about other iPlanet e-commerce products."