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/* Deployment Architecture */
==Introduction==
The Dolcera Dashboard is a web application for managing and organizing patents, product information, and scientific literature. This application is used for a variety of purposes including patent review/clearance, and by different enterprise users including attorneys, licensing professionals, engineers, and executives.
===Use Cases===
The typical use cases for the Dolcera Dashboard are as follows:
# Freedom-to-practice or clearance search
# Patent portfolio analysis
# Competitive intelligence
# Patent landscaping
# Patent-to-product mapping
# Patent-to-standard mapping
===User Communities===
The typical users of the Dolcera Dashboard include:
# Patent attorneys
# Patent managers
# Patent searchers
# Engineers, scientists and inventors
# Licensing and business development professionals
# Senior executives
===What is the Dolcera Dashboard?===
The Dolcera Dashboard is an interactive web application used to:
# Organize large quantities of patent, scientific and product literature
# Manage patent review workflows
# Assist in collaboration with colleagues and partners around the world
# Help technology teams, patent counsels, and key decision makers in monitoring the competitive landscaping and finding key partners
===Workflow===
A typical workflow is described below:
# Log into the system [[Image:login.png|thumb|center|500px||Login screen]]
# Select the dashboard (workfile) [[Image:Dashboard_Select.png|thumb|center|500px||Select dashboard]]
# Create categories (taxonomy) [[Image:Taxonomy_Add.png|thumb|center|500px|Add taxonomy categories]]
# Add patents [[Image:Patents_Add.png|thumb|center|500px|Add patents]]
# Review charts [[Image:Charts.png|thumb|center|500px|Review charts]]
# Review patents [[Image:Patents.png|thumb|center|500px|Review patents]]
# Search patents [[Image:Search.png|thumb|center|500px|Search patents]]
# Tag patents [[Image:Tag.png|thumb|center|500px|Tag patents]]
# Add review notes for patents [[Image:Notes.png|thumb|center|501px|Patent notes]]
# Export patents and analysis [[Image:Export.png|thumb|center|500px|Export patents]]
==Deployment Architecture==
[[Image:Deployment Architecture.png|thumb|center|700px|Dolcera Dashboard Deployment Architecture]]
==Hardware Requirements==
As seen in the deployment architecture diagram, the typical deployment environment for the Dolcera Dashboard application consists of two main servers:
# Server running the Dolcera Dashboard web application
# Database server running PostgreSQL or Oracle database running the dashboard database
===Web Application Server===
The Dolcera Dashboard requires the following application server configuration:
* 64-bit server
* 4-core processor with a minimum speed of 2 GHz
* Ethernet card
* Minimum memory configuration: 8GB DDR3 RAM
* Minimum disk requirement: 2TB hard disk
===Database Server===
* Per client database server standards
===Network===
* The bandwidth to client devices offered by the web application server should be at least 10Mbps
* The connection between the web application server and the database server should be at least 100Mbps
* A continuous network connection is required between the user's device and the web application server, and between the web application server and the database server
===Client Device===
* The client application runs on any device that supports an Adobe Flash-enabled web browser
* A desktop or laptop computer with 1GB of available memory, any operating system (e.g. Windows, Linux, Mac OS) and a high-speed Internet connection will be capable of running the Dolcera Dashboard application
* A 1Mbps or faster network connection to the server will be sufficient to run the application
==Software Requirements==
The Dolcera Dashboard application is a PHP web application that runs on the Apache web server with PHP5, and connects to a PostgreSQL or Oracle database. The client application is a Flash application running inside the web browser.
===Web Application Server===
* Operating system: Linux
* Web server: Apache with support for PHP5
The web application server typically runs inside a vmware Virtual Machine running on any host operating system supported by vmware.
===Database Server===
* Database: PostgreSQL 8 or higher; or Oracle 10 or higher
===Client===
* Operating system: Windows, Linux, Mac OS (or others)
* Web browser: Internet Explorer 6 or higher, Firefox, Chrome, Safari, Opera
* Adobe Flash Player 10 or higher
==Installation and Setup==
The server hardware and software installation steps are described below:
===Software Installation===
# Configure the database server with the appropriate database version (specified in the [[#Software Requirements|Software Requirements]] section)
# Download the Dolcera Dashboard installation package database setup files (Dolcera_Dashboard_vxxxDolcera_Dashboard_Database_vxxx.zip) to the database server from the location provided by the Dolcera representative# Unzip the folder files in any directory a folder of your choice (e.g. /tmpfolder)# Edit the following information in the config.ini file#* IP address of the Create a new database server#* Database administrator username and password#* IP address of the web application servernamed ''dolcera'' # Run the installer as superuser (sudo)#* The installer will set up file dolcera_dashboard_setup.sql to create the tables and configure other database objects: the setup script will also populate the master data for the database, ensure that PHP5 is set up and create a ''dolcerauser'' with privileges to change the web server, install data in the web applicationdatabase, and test but not to alter the connection from database; this user account will be used by the web application to the database
===Testing the =Web ApplicationServer====# Download the Dolcera Dashboard installation package (Dolcera_Dashboard_vxxx.zip) to the web application server from the location provided by the Dolcera representative# Unzip the folder in any directory (e.g. /tmp)# Move the dolcera_dashboard_vm folder to the virtual machines folder on the web application server (e.g. /var/lib/vmware)# Create a new vmware virtual machine instance for the Dolcera Dashboard # Point the new vmware virtual machine instance to the dolcera_dashboard_vm folder# Set the network preferences for the virtual machine to bridged networking# Launch the new virtual machine# Log in with the root password supplied by the Dolcera representative# Change the database IP address setting as appropriate in the /srv/httpd/htdocs/dashboard/config/config.ini file# Assign a fixed IP address for the vmware instance and note this IP address# Once the software installation is complete, log into the application:#* URL: http://localhost''ipaddress_of_web_application_server''/auth/#* Username: admin#* Password: admin (you will be able to change the password thereafter) ===Setting up Users===# Log in as the administrator (username: admin)# Create users and assign privileges
===Setting up a New Dashboardthe Environment===* Log into the URL as an administrator as described above* Click on the link to the "Admin Interface"* Create a new project* Create a new group and assign the project to this group* Create a new user and assign this user to the new group* Create a new dashboard and add the dashboard to the project
===Best Practices===
====Server Setup====# The vmware virtual machine based installation of the web application server is designed for ease of installation and management# If vmware is not preferred, a different installer will be provided to run the web application directly on the server operating system# Apply the latest database and web server operating system patcheson the servers# Change the admin password by logging into at regular intervals# Set up the server http://servname/authdatabase for backup on a nightly basis====User Management====# Remove users once they leave the company # Assign access to dashboard workfiles to users individually# Limit the access for the administrator role
