View source for Dashboard Technical Specifications

==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 management and 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

===Terminology===
* ''Dashboard'': The online application used to view and manage patents, product information, and scientific literature
* ''Charts'': A set of graphs that can be viewed within the dashboard and exported in image or PDF formats
* ''Data'': 
* ''Export''
* ''Assignee''
* ''Inventor''
* ''Publication Year''
* ''Application Year''
* ''Priority Year''
* ''Taxonomy''
* ''Category Statistics''
* ''Title''
* ''Abstract''
* ''Claims''
* ''Rating''
* ''Tags''
* ''Granted Patent''
* ''Patent Application''
* ''PCT Patent''
* ''EP Patent''
* ''US Class''
* ''IPC Class''

===Workflow===
In a typical use case, the dashboard is used as follows:
# 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|thum|center|500px|Add taxonomy categories]]
# Add patents [[Image:Patents_Add.png|thum|center|500px|Add patents]]
# Review charts [[Image:Charts.png|thum|center|500px|Review charts]]
# Review patents [[Image:Patents.png|thum|center|500px|Review patents]]
# Search patents [[Image:Search.png|thum|center|500px|Search patents]]
# Tag patents [[Image:Patents.png|thum|center|500px|Review patents]]
# Add review notes for patents [[Image:Patents.png|thum|center|500px|Review patents]]
# Export patents and analysis  [[Image:Export.png|thum|center|500px|Export patents]]

==Deployment Architecture==
[[Image:Deployment Architecture.png|thumb|center|502px|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:

===Hardware Installation===
The server landscape can be configured with the database and web application running on the same server; alternately, the two can run on different servers. 
# Set up a server with the specifications described above
# Ensure the operating system has the latest updates applied to it
# Ensure that both the web server and the database server (if separate) are connected to the network

===Software Installation===
====Database Server====
The following steps should be performed by a database administrator:
# Configure the database server with the appropriate database version (specified in the [[#Software Requirements|Software Requirements]] section)
# Download the Dolcera Dashboard database setup files (Dolcera_Dashboard_Database_vxxx.zip) to the database server from the location provided by the Dolcera representative
# Unzip the files in a folder of your choice (e.g. /tmp folder)
# Create a new database named ''dolcera''  
# Run the file dolcera_dashboard_setup.sql to create the tables and other database objects: the setup script will also populate the master data for the database, and create a ''dolcerauser'' with privileges to change the data in the database, but not to alter the database; this user account will be used by the web application

====Web Application Server====
# 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

===Configuration Parameters===
Once the software installation is complete, log into the application:
URL: ''http://ipaddress_of_web_application_server/auth/''
Username: admin
Password: admin (you will be able to change the password thereafter)

===Setting up Users===
===Best Practices===
# Latest database and web server patches
# Change the admin password
# Database backup and recovery options
#

==FAQ==