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(ATS4-APP03) Top 10 Things Every
  Accelrys Electronic Notebook
   Administrator Should Know
                                       Swati Puri McHale
     Lead Technical Support Scientist, Customer Support
                           swati.mchale@accelrys.com
The information on the roadmap and future software development efforts are
intended to outline general product direction and should not be relied on in making
                               a purchasing decision.
Accelrys ELN Administrators Want to Know About…
10. Key Documentation

                        • Accelrys Vault Server Administrative Tools Guide


                        • Accelrys Vault Server Administration Guide


                        • Accelrys Deployment Manager (ADM) for Notebook
                        Administrators (NEW in 6.7.x)


                        • Symyx Notebook Administration Guide
9. Accelrys ELN Architecture (High-Level)
                                  Oracle Database Tier
                Direct              RAS Schema         VAULT Schema

                                                                                                      Pluggable
                                Accelrys Vault Server Middle Tier                                      Services
                                                                                                       Balance
                     Services
                                                                                                     Integration
    Workflow             Workflow          Index              Query               Repository
  Designer Client                                                                                    Registration

     Symyx                               Windows Communication Foundation
                                                                                                      OpenEye
  Administration                         Authentication and Authorization (STS)
    Console                                                                                           Database
                                                                                                     Web Service
                                       Accelrys Electronic Lab Notebook (Client)
                                                    Framework Platform
                                                     Notebook Platform
                          Experiment                                                   Materials &
                                               Reporting             Search
                            Editor                                                     Chemistry
8 a. Key Services for Accelrys Vault Server

    Symyx Vault Message      Symyx Workflow    Symyx Vault        Vault Web
     Processing Service          Service        Server 1.0         Services

  Vault Message Processing      Workflow      RAS (Tomcat):     Public: Handles
   Service: Monitors Vault     enrollment       Indexing             client
     message processor                                          communication
         application

  Vault Message Processor      Transition      STS (Tomcat):       Private:
   manages asynchronous        processing     Authentication    Communicates
    processing of Vault                                         with Message
     objects via MSMQ                                           Processing and
                                                               Workflow services
8 b. Accelrys Vault Server Services
         Order of STARTING Symyx services:
             1. iisreset /start
             2. Symyx Vault Server 1.0
             3. Symyx Vault Message Processing
                   Service
             4. Symyx Workflow Service

         Order of STOPPING Symyx services:
             1. Symyx Workflow Service
             2. Symyx Vault Message Processing
                   Service
             3. Symyx Vault Server 1.0
             4. iisreset/stop
7. SSL Certificate Tips for AVS Middle Tier

•   SSL certificates  secure communication between Client and AVS


•   Certificate information is present in:
          • IIS Manager
          • STS and Tomcat keystores
          • Symyx.Vault.Serviceweb.config


•   Contact Accelrys Customer Support for help with updating certificate information on AVS
    Middle Tier
6. Best Practices for Workflow
•   Ensure that workflow association name ≠
    workflow definition                          Keep In
                                                 Progress
                                                                     In
                                                                  Progress


•   Specify the complete VaultPath, including                           Withdraw
                                                                                     Return
    repository name (does not start with “”),              Complete
                                                                                    to author
    when creating a workflow association                           To Be
                                                                 Witnessed


                                                                       Approve and Sign
•   Test the workflow with all expected
    transitions
                                                                 Witnessed
                                                                                          Key:
                                                                                           Author Actions
                                                                                           Witness Actions
5. Permissions
 Permissions for Read/Write Data   Permissions for Applications
5 a. Permissions for Applications

                                    ALLOW for ALL USERS and GROUPS:

                                    RunAnalysis and RunProtocol =
                                    Used for Pipeline Pilot Protocols in
                                    Accelrys ELN


                                    DisableUndoMyCheckouts = user
                                    cannot undo the checkout of their
                                    own checked-out document

                                    MaterialInfoManager = Display
                                    structure + information for a chemical
                                    from ACD/ChemSeek
5 b. Vault Data Security Permissions
           Permission                                               Description
Check Out              Check-out to lock an object for editing
Read Data              View an object’s content
Write Data             Change an object’s content
Workflow Transition    Change an object’s state in workflow (subject to rules in the specific workflow definition)


Read Properties        View an object’s properties (title, description): If this permission is not granted, the object is NOT
                        visible to the user in Notebook Explorer in Accelrys ELN Client

Update Properties      Update an object’s properties


Read Permissions        Read permissions that are set on an object: useful for Administrators


Rollback                Revert an object to a previous version


Traverse Folder         Enables browsing a repository hierarchy, if the user does not have permission to see the folder
5 c. Recommendations for Permissions
•   At the Repository level, set:                       
     – ReadData, ReadPermissions, ReadProperties


•   At the sub-folder level (or folder where check-in   
    is ALLOWED), set:                                       
     – ReadData, ReadPermissions, ReadProperties            
     – Checkout, UpdateProperties,
        WorkflowTransition, WriteData

                                                            
•   Use Workflow to set permissions as the
                                                            
    documents move through approval stages              
4. How do I Index Objects in Accelrys ELN?
                             Use the RequeueVaultObjects Utility from:
    C:Program Files (x86)SymyxSymyx Vault 6.7Symyx.Vault.UtilityRequeueVaultObjects.exe
     Parameter                       Description                         Required      Default Value
     Repository      The repository that will be acted upon                 Yes            N/A
    MessageLimit     Maximum # of messages that will be created             No           100,000

       Status        The message handling state to be queued                No            Failed
      Queues         List of queues to populate                             No              All

Examples:
RequeueVaultObjects -repository Site
RequeueVaultObjects -repository “Chemical Development" –status Unknown



                   Reference: Accelrys Vault Server Administration Guide, Appendix A
4 b. Best Practices for Re-Indexing Vault Objects

•   Re-queue items so that their state can become known

•   Re-queue items for a specific message handler

•   Automate RequeueVaultObjects Utility via task scheduler jobs, for example:
     – Process all unknown items on Saturday each week
3. Export/Import


        Development                               Test                          Production

• Build configuration              • Transfer configuration             • Upon completion of




                                                             Transfer




                                                                                               Transfer
  objects                            objects to Test                      Test approvals,

                           Build
 • Templates, Section              • Iterate changes                      transfer Test
   Templates, Reports                                                     configuration to
                                     through
 • PSDs, Forms, Vocabularies,                                             Production
   Signature Policies                Development

• Initial testing                  • Validation and User                • Final verification
                            Test




                                                             Test




                                                                                               Test
                                     Acceptance testing                   confirming correct
                                                                          transfer from Test

                    Always promote configuration using Transfer capabilities
                                     Fast, Accurate, Repeatable results
2. Best Practices for Managing AVS Middle Tier


•   Restart AVS machine(s) every 30 days

•   Archive Vault and Tomcat logs every 30 days            Automate via Windows scheduled tasks or
                                                             your network management platform

•   Restart all Symyx services weekly




    For more information about this topic, please attend: (ATS4-APP09) Tips and Tricks for Managing
                                   Symyx Notebook Server Performance
1. Location of Log Files (for ELN 6.7.x)
•   Accelrys Vault Server Logs = C:VaultLogs




•   STS, RAS Logs = C:Program Files (x86)SymyxSymyx Vault 6.7SymyxServerTomcat6logs

•   Logs for Client = C:ProgramDataSymyx TechnologiesLogFiles
Summary

Documentation         Permissions       I hear and I forget.
3-tier Architecture   Indexing        I see and I remember.
Services              Export/Import   I do and I understand.
Certificate           Manage server                   - Confucius
Workflows             Log Files
…and One More Thing!
•   Contact Accelrys Support: support@accelrys.com

•   Join the Accelrys Community: https://community.accelrys.com/index.jspa

•   Accelrys Technical Summit Sessions on 17-OCT-2012:
     – (ATS4-DEV06) Building Morphit Binders within Symyx Notebook
     – (ATS4-DEV07) How to Build a Custom Search Panel for Symyx Notebook
     – (ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page
     – (ATS4-APP08) Managing Notebook Configurations with Accelrys Deployment Manager
     – (ATS4-APP09) Tips and Tricks for Managing Symyx Notebook Server Performance

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(ATS4-APP03) Top 10 things every Notebook administrator should know

  • 1. (ATS4-APP03) Top 10 Things Every Accelrys Electronic Notebook Administrator Should Know Swati Puri McHale Lead Technical Support Scientist, Customer Support swati.mchale@accelrys.com
  • 2. The information on the roadmap and future software development efforts are intended to outline general product direction and should not be relied on in making a purchasing decision.
  • 3. Accelrys ELN Administrators Want to Know About…
  • 4. 10. Key Documentation • Accelrys Vault Server Administrative Tools Guide • Accelrys Vault Server Administration Guide • Accelrys Deployment Manager (ADM) for Notebook Administrators (NEW in 6.7.x) • Symyx Notebook Administration Guide
  • 5. 9. Accelrys ELN Architecture (High-Level) Oracle Database Tier Direct RAS Schema VAULT Schema Pluggable Accelrys Vault Server Middle Tier Services Balance Services Integration Workflow Workflow Index Query Repository Designer Client Registration Symyx Windows Communication Foundation OpenEye Administration Authentication and Authorization (STS) Console Database Web Service Accelrys Electronic Lab Notebook (Client) Framework Platform Notebook Platform Experiment Materials & Reporting Search Editor Chemistry
  • 6. 8 a. Key Services for Accelrys Vault Server Symyx Vault Message Symyx Workflow Symyx Vault Vault Web Processing Service Service Server 1.0 Services Vault Message Processing Workflow RAS (Tomcat): Public: Handles Service: Monitors Vault enrollment Indexing client message processor communication application Vault Message Processor Transition STS (Tomcat): Private: manages asynchronous processing Authentication Communicates processing of Vault with Message objects via MSMQ Processing and Workflow services
  • 7. 8 b. Accelrys Vault Server Services Order of STARTING Symyx services: 1. iisreset /start 2. Symyx Vault Server 1.0 3. Symyx Vault Message Processing Service 4. Symyx Workflow Service Order of STOPPING Symyx services: 1. Symyx Workflow Service 2. Symyx Vault Message Processing Service 3. Symyx Vault Server 1.0 4. iisreset/stop
  • 8. 7. SSL Certificate Tips for AVS Middle Tier • SSL certificates  secure communication between Client and AVS • Certificate information is present in: • IIS Manager • STS and Tomcat keystores • Symyx.Vault.Serviceweb.config • Contact Accelrys Customer Support for help with updating certificate information on AVS Middle Tier
  • 9. 6. Best Practices for Workflow • Ensure that workflow association name ≠ workflow definition Keep In Progress In Progress • Specify the complete VaultPath, including Withdraw Return repository name (does not start with “”), Complete to author when creating a workflow association To Be Witnessed Approve and Sign • Test the workflow with all expected transitions Witnessed Key: Author Actions Witness Actions
  • 10. 5. Permissions Permissions for Read/Write Data Permissions for Applications
  • 11. 5 a. Permissions for Applications ALLOW for ALL USERS and GROUPS: RunAnalysis and RunProtocol = Used for Pipeline Pilot Protocols in Accelrys ELN DisableUndoMyCheckouts = user cannot undo the checkout of their own checked-out document MaterialInfoManager = Display structure + information for a chemical from ACD/ChemSeek
  • 12. 5 b. Vault Data Security Permissions Permission Description Check Out Check-out to lock an object for editing Read Data View an object’s content Write Data Change an object’s content Workflow Transition Change an object’s state in workflow (subject to rules in the specific workflow definition) Read Properties View an object’s properties (title, description): If this permission is not granted, the object is NOT visible to the user in Notebook Explorer in Accelrys ELN Client Update Properties Update an object’s properties Read Permissions Read permissions that are set on an object: useful for Administrators Rollback Revert an object to a previous version Traverse Folder Enables browsing a repository hierarchy, if the user does not have permission to see the folder
  • 13. 5 c. Recommendations for Permissions • At the Repository level, set:  – ReadData, ReadPermissions, ReadProperties • At the sub-folder level (or folder where check-in  is ALLOWED), set:  – ReadData, ReadPermissions, ReadProperties  – Checkout, UpdateProperties, WorkflowTransition, WriteData  • Use Workflow to set permissions as the  documents move through approval stages 
  • 14. 4. How do I Index Objects in Accelrys ELN? Use the RequeueVaultObjects Utility from: C:Program Files (x86)SymyxSymyx Vault 6.7Symyx.Vault.UtilityRequeueVaultObjects.exe Parameter Description Required Default Value Repository The repository that will be acted upon Yes N/A MessageLimit Maximum # of messages that will be created No 100,000 Status The message handling state to be queued No Failed Queues List of queues to populate No All Examples: RequeueVaultObjects -repository Site RequeueVaultObjects -repository “Chemical Development" –status Unknown Reference: Accelrys Vault Server Administration Guide, Appendix A
  • 15. 4 b. Best Practices for Re-Indexing Vault Objects • Re-queue items so that their state can become known • Re-queue items for a specific message handler • Automate RequeueVaultObjects Utility via task scheduler jobs, for example: – Process all unknown items on Saturday each week
  • 16. 3. Export/Import Development Test Production • Build configuration • Transfer configuration • Upon completion of Transfer Transfer objects objects to Test Test approvals, Build • Templates, Section • Iterate changes transfer Test Templates, Reports configuration to through • PSDs, Forms, Vocabularies, Production Signature Policies Development • Initial testing • Validation and User • Final verification Test Test Test Acceptance testing confirming correct transfer from Test Always promote configuration using Transfer capabilities Fast, Accurate, Repeatable results
  • 17. 2. Best Practices for Managing AVS Middle Tier • Restart AVS machine(s) every 30 days • Archive Vault and Tomcat logs every 30 days Automate via Windows scheduled tasks or your network management platform • Restart all Symyx services weekly For more information about this topic, please attend: (ATS4-APP09) Tips and Tricks for Managing Symyx Notebook Server Performance
  • 18. 1. Location of Log Files (for ELN 6.7.x) • Accelrys Vault Server Logs = C:VaultLogs • STS, RAS Logs = C:Program Files (x86)SymyxSymyx Vault 6.7SymyxServerTomcat6logs • Logs for Client = C:ProgramDataSymyx TechnologiesLogFiles
  • 19. Summary Documentation Permissions I hear and I forget. 3-tier Architecture Indexing I see and I remember. Services Export/Import I do and I understand. Certificate Manage server - Confucius Workflows Log Files
  • 20. …and One More Thing! • Contact Accelrys Support: support@accelrys.com • Join the Accelrys Community: https://community.accelrys.com/index.jspa • Accelrys Technical Summit Sessions on 17-OCT-2012: – (ATS4-DEV06) Building Morphit Binders within Symyx Notebook – (ATS4-DEV07) How to Build a Custom Search Panel for Symyx Notebook – (ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page – (ATS4-APP08) Managing Notebook Configurations with Accelrys Deployment Manager – (ATS4-APP09) Tips and Tricks for Managing Symyx Notebook Server Performance