CONFIGURATION WORKSHEETS & FORMS

This document contains worksheets designed to be used to complete specific tasks during the installation, configuration and maintenance of your IAgent3 system.  The following table describes each worksheet.

IAgent3 Pre-Installation Worksheet	This worksheet is used to identify all the information and resources required for installing the IAgent3 product.	
IAgent3 Connectivity Worksheet	This worksheet is used to capture all networking information required to complete a network diagram for the local IAgent3 system and its connection to remote trading partners.	
IAgent3 Configuration Worksheet	This worksheet is used to identify all required and optional configuration settings and to assist the user in configuration file management.	
Trading Partner Worksheet	This worksheet is used to capture all required remote trading partner information to support trading partner management.	
Certificate Request Worksheet	This worksheet is used to capture all the usual information required for requesting a certificate from a commercial Certificate Authority.	
License Request Form	This form is required for issuing of an evaluation or permanent license (required for IAgent3 operation)	
Problem Reporting Form	This form should be used for any problems encountered which can be reported back to Lymeware	

These worksheets may be copied for use in maintaining your IAgent3 system.  It is expected that completed worksheets will be used during product instillation and configuration and should be saved with other machine documentation for future use.

IAgent3 Pre-Installation Worksheet
											version 1.1
	
For IAgent3 Machine information collection to be used before product installation	
Machine specific information	
	Hostname:	
	FQDN:	
	IP address:	
	Host id (if SPARC platform):	
	Physical Location:	
Machine Hardware information	
	CPU Type:	
	Number of CPUs:	
	Model:	
	Amount of System Memory:	
	Disk space:	
	CD-ROM Device:	
Machine Software information	
	Operating system version:	
	Operating system patches installed:

	Optional software installed:
		Perl?:
		Tibco?:
		Web Browser?:
		Other:

	
System administration Contact information	
	Primary Name:	
	Primary Telephone Number:	
	Primary Pager Number:	
	Primary E-mail address:	
	Second Name:	
	Second Telephone Number:	
	Second Pager Number:	
	Second E-mail address:	
	Primary Root availability: (Y/N) 		Second Root availability: (Y/N)	
Copyright  1999-2004 Lymeware Corporation, All rights reserved
Permission to copy for use in IAgent3 installation is granted

IAgent3 Connectivity Worksheet
											version 1.2
	
For IAgent3 Machine information collection to be used during connectivity testing	
Machine specific information	
	Hostname:	
	FQDN:	
	IP address: 	
	Standard IA port: 			High Priority IA port:	
	Net mask:	
	Gateway IP address:	
Firewall Machine information	
	IP Address:	
	Enabled ports:
	
	Is ICMP (echo/ping packets) allowed to pass through?: (Y/N)	
	Network Address Translation (NAT) supported?: (Y/N)	
Network Address Translation (NAT) information	
	External IP address for IAgent3 machine:	
	External Standard IA port:	
	External High Priority IA port:	
Router information	
	IP Address:	
	Subnet Limit?:	
	Port filtering supported?:	
	Port filtering for IA ports disabled?:	
Copyright  1999-2004 Lymeware Corporation, All rights reserved
Permission to copy for use in IAgent3 installation is granted

IAgent3 Configuration Worksheet
											version 1.1
	
For IAgent3 configuration information collection.  To be used during before building the configuration file.	
Machine specific information	
	Hostname:	
	FQDN:	
	IP address: 			Standard IA port: 		High Priority IA port:	
Certificate specific information	
	RSA Private Key file(Must be in PEM format):	
	CSR file: 						Format (PEM/DER):	
	Server Certificate file (Must be in PEM format):	
	CA Certificate file (Must be in PEM format):	
Interface specific options	
	Interface to support:	
	Directory Interface specific options	
		Input Directory:	
		Output Directory:	
		Directory Polling Delay (in seconds):	
	Named Pipe Interface specific options	
		Input Pipe Name:	
		Output Pipe Name:	
	Socket Interface specific options	
		Input Socket Port:	
		Output Socket IP Address and Port:	
	Tibco Interface specific options	
		Input Subject Name:	
		Output Subject Name:	
Advanced options	
	Receipt Mode (internal or external):	
	Resumable Session Cache Size:	
	Source of entropy (filename):	
	Trading Partner Configuration File:	
	Will allow any type of IA message from any Trading Partner? (Sloppy Allow):	
	Will allow messages from inactive Trading Partner? (Sloppy Inactive):	
	Will allow duplicate receipts (and duplicate BES messages)? (Ignore Duplicate Receipts):	
	Send IA Status messages to Remote trading Partners on error? (Send Status):	
Copyright  1999-2004 Lymeware Corporation, All rights reserved
Permission to copy for use in IAgent3 installation is granted

IAgent3 Trading Partner Worksheet
											version 1.3
	
This worksheet is to be used for each local and remote trading partner to be supported by the IAgent3 system.  Fill this out before generating/modifying the trading partner configuration file.  Valid field values will be found in Chapter 10 of the IAgent3’s User’s Guide.	
Trading Partner Company specific information	
	Full Company Name:	
	Street Address:	
	City: 							State:		Zip:	
	Contact Person:	
	Contact Phone Number:	
	Contact FAX Number:	
	Contact E-mail Address:	
Trading Partner specific information	
	Local Trading Partner ID (as CLEC in ISA segment):	
	Remote Trading Partner ID (as ILEC in ISA segment):	
	Trading Partner Common Name (CN):	
	Trading Partner's IA Server IP Address:	
	Trading Partner's Standard Priority Port:	
	Trading Partner's High Priority Port:	
	Trading Partner's IA version (2 or 3):	
	Trading Partner's SSL Session Timeout (in seconds):	
	Trading Partner's SSL Session Timeout (in seconds):	
	Trading Partner's sending IA message type:	
	Trading Partner's receiving IA message type:	
	Trading Partner's sending IA receipt type:	
	Trading Partner's receiving IA receipt type:	
	Trading Partner's IA Server status:	
Maintenance information	
	Date added to IAgent3 configuration:	
	Added by who:	
This information should be saved after being added to the IAgent3 trading partner configuration file.	
Copyright  1999-2004 Lymeware Corporation, All rights reserved
Permission to copy for use in IAgent3 installation is granted

Certificate Request Worksheet
											version 1.2
	
For requesting a valid commercial server certificate	
Customer specific information	
	Full Company Name:	
	Street Address:	
	City: 							State:		Zip:	
	Contact Person:	
	Contact Phone Number:	
	Contact FAX Number:	
	Contact E-mail Address:	
Certificate specific information	
	Target Machine Hostname:	
	Common Name (CN):	
	Organization Name (O):	
	Organizational Unit Name (OU):	
	Locality (city):	
	State or Province Name:	
	Country Name (C):	
Certificate Authority specific information	
	CA Contact information:

	
This Certificate Request Worksheet should be used to complete the specific forms provided by your selected Certificate Authority.  Please contact your CA for any additional information that may be required.	
Copyright  1999-2004 Lymeware Corporation, All rights reserved
Permission to copy for use in IAgent3 installation is granted

License Request Form
A specific license data file will be required to run the IAgent3 system.  Lymeware or your distributor will supply this license file if the following information is supplied:

IAgent3 License Request Form
											version 1.2
	
For requesting a valid commercial or evaluation IAgent3 product license	
Customer specific information	
	Customer (Company) Name:	
	Lymeware Product Name:	
	Lymeware Product Version:	
	Lymeware Product Options:	
	Target Machine IP Address:	
	Target Machine Host ID:	
	Target Machine Make and Model:	
	Target Machine Operating System and Version:	
	Contact Person:	
	Contact Phone Number:	
	Contact E-mail Address:	
This License Request Form may be faxed to Lymeware Corporation at (801) 383-9021
 or the same information may be e-mailed to support@lymeware.com.	
Copyright  1999-2004 Lymeware Corporation, All rights reserved
Permission to copy for use in IAgent3 installation is granted

 The license file will be delivered to the Contact E-Mail Address.  The license file must be installed at /opt/iagent3 as license.dat and should be owned by root.

IAgent3 Problem Report Form
											version 1.1
	
For reporting IAgent3 product problems	
Customer specific information	
	Your Name:	
	Your Company Name:	
	Your Telephone Number:	
	Your E-mail Address:	
	Your IAgent3 product version:	
	Your IAgent3 platform:	
	Any software add-ons to your IAgent3 system:

	A detailed description of the problem:

	
	The sequence of steps that led to the problem:

	
	Actions you have taken to diagnose or resolve the problem:

	
This Problem Report Form may be faxed to Lymeware Corporation at (801) 383-9021
 or the same information may be e-mailed to support@lymeware.com.	
Copyright  1999-2004 Lymeware Corporation, All rights reserved
Permission to copy for use in IAgent3 installation is granted