This page explains how to install Caplin Director. Usually, this will be done as part of a wider process. That said, we're going to treat installing Director as if it were a stand-alone task, and won't take anything for granted. However, you would typically use Director in conjunction with other components, such as a Permissioning Service blade (a type of Platform Config blade) and a Motif.
Director is provided as a WAR file, which should not be modified.
- Java 7 and a Servlet 2.5 compliant Java application server.
- A SQL database compatible with the Hibernate API.
- Internet Explorer 11 and above, Google Chrome, or Mozilla FireFox.
- Set up initial configuration
- Create the Director database
- Add permissioning data for your application
- Perform further configuration
- Deploy and verify
- Configure clients and users
Follow the steps below to configure Director's database connection:
Define the Director configuration directory.
You do this by either setting the Java system property
com.caplin.director.configURLor the JNDI value
com.caplin.director.configURL. Director will load the DataSource configuration file <configuration directory>/director.conf
Configure Director by adding configuration items to
Director should be configured as a Permissioning Adapter (an implementation of an Integration Adapter) that connects to a Liberator. Since Director is a DataSource application, it uses the same DataSource configuration as any other such application; for details see the DataSource configuration reference page.
Additionally, the database catalog and schema can be configured using the following configuration items that are specific to Director. Just click on an item to get more detail about it:
Configure the Java database connection (Java DataSource Objects).
Set the JNDI value
jdbc/directorin your Java Application Server to connect to your SQL database.
Follow the steps below to create the Director database:
- Create the database for Director (this must match the configured catalog and schema).
- Create the Director Tables using the DDL SQL file shipped with Director. The DDL SQL files have names of the form director-<database name>.sql
Follow the steps below to insert permissioning data for your application:
- The base FX Professional permissions are shipped with Director in SQL files with names of the form FXMotif-<database name>.sql
Follow the steps below to set up custom fields, Caplin's Permissioning Service, and KeyMaster single sign-on (SSO):
Configure required custom user or client fields
These go in the database.
Set up the Liberator to accept permissions from Director
Director connects to Liberator as a Permissioning Adapter. The Liberator needs to be configured for this. Normally this is done by implementing and deploying a Liberator Permissioning Service blade (a Config blade).
Configure the single sign-on (SSO) system to secure the Director Web application
Configure Director's users using the security role name
Follow the steps below to deploy the Director web application:
Deploy the the Director .war in a Java application server.
The application server must be Servlet 2.5 compliant and run Java 7 or later.
Check that Director is connected to the Liberator
Use the Caplin Management Console to do this.
Follow the steps below to add clients and users to Director:
Navigate to the deployed Director URL using a browser.
Suitable browsers are Internet Explorer 11 and above, Google Chrome and Mozilla Firefox.
Add clients and users using the webapp.
- The permissions configured in the database appear on the forms.
- Users always have a subset of the clients permissions.
- In order to log into the Liberator users must be configured in Director.