INSTALLATION MANUAL

THIS DOCUMENT CONTAINS CONFIDENTIAL INFORMATION AND INTELLECTUAL PROPERTY OF DO ANALYTICS LLC. AND IS PROVIDED WITH THE UNDERSTANDING THAT ONLY WILL BE USED IN THE ASSESSMENT AND USE OF OPTEX OPTIMIZATION EXPERT SYSTEM, AND WILL REMAIN CONFIDENTIAL, PROTECTING IT AGAINST INSPECTION OF THIRD PARTIES NOT EXPRESSLY AUTHORIZED BY DO ANALYTICS

October 2018

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CONFIDENTIALITY AGREEMENT TO READ THIS DOCUMENT THE READER ACKNOWLEDGES THAT IT CONTAINS CONFIDENTIAL INFORMATION INTELLECTUAL PROPERTY OF DO ANALYTICS LLC AND AGREE THAT REMAIN CONFIDENTIAL, KEEPING PEOPLE AGAINST THIRD PARTIES INSPECTION AND ORGANIZATIONS NO EXPRESSLY AUTHORIZED BY DO ANALYTICS. THE READER ACKNOWLEDGES THAT THE METHODOLOGY OF DEVELOP MATHEMATICAL PROGRAMMING MODELS BASED ON THE CONFIGURATION OF AN INFORMATION SYSTEM AND FURTHER PROCESSING IS OWN AND ORIGINAL OF THE PRODUCT OPTEX OPTIMIZATION EXPERT SYSTEM (OPTEX) , THAT IT WAS ORIGINALLY DEVELOPED BY DECISIONWARE LTDA. AND CURRENTLY OWNS DO ANALYTICS LLC (DOA). THE READER ACKNOWLEDGES THAT HE KNOWS THAT READ AND/OR STUDY (OR PROVIDE SOMEONE TO READ OR TO STUDY) THIS DOCUMENT WITH INTENT TO COPY / CHANGE / IMPROVE / SIMPLIFY / DISINTEGRATION / INTEGRATE / SPY (OR ANY OTHER SIMILAR ACTIVITY) i) THE METHODOLOGY IMPLIED IN OPTEX

ii) INFORMATION SYSTEMS OF OPTEX, iii) COMPUTER PROGRAMS GENERATED BY OPTEX, AND / OR iv) ACCESS INTERFACES ASSOCIATED TO THE PROGRAMS THAT INTEGRATE OPTEX CORRESPOND TO A VIOLATION OF COPYRIGHT AND INTELLECTUAL PROPERTY OF DO ANALYTICS AND UNDERSTAND THAT DOA MAY TAKE LEGAL ACTIONS TO PROTECT THEIR RIGHTS. THE INFORMATION CONTAINED IN THIS DOCUMENT MAY NOT BE DISCLOSED TO THIRD PARTIES AND SHALL NOT BE DIGITALLY COPIED OR PHOTOCOPIED, OR USED OR DISCLOSED IN WHOLE OR IN PART, FOR ANY OTHER PURPOSE THAN INTERNAL USE. THIS RESTRICTION DOES NOT LIMIT THE RIGHT OF READER TO USE THE INFORMATION IN THIS REPORT, THAT IS PUBLIC DOMAIN OR IS OBTAINED FROM OTHER SOURCES WITHOUT RESTRICTION. ALL INFORMATION OF THE THIRD THAT DO ANALYTICS HAS ACCESS AS A RESULT OF THIS DIFFUSION PROCESS OF THE SERVICES AND PRODUCTS THAT DO ANALYTICS OFFERS WILL BE KEPT STRICTLY CONFIDENTIAL BY DO ANALYTICS AND PROFESSIONALS OF DO ANALYTICS LINKED TO

PROCESS. ALGEBRAIC FORMULATION PRESENTED IN THIS DOCUMENT, THE SOFTWARE THAT CONTAINS THE IMPLEMENTATION OF THE MATHEMATICAL MODELS IN OPTEX CAN ONLY BE USED WITH ACADEMIC PURPOSES, AND LEARNING OF OPTEX; IF YOU WANT TO USE THE ALGEBRAIC FORMULATION AND / OR COMPUTER PROGRAMS WITH COMMERCIAL PURPOSES YOU SHOULD ACQUIRE A FORMAL SOFTWARE LICENSE. TO USE THIS MATERIAL AS PART OF A FREE PROCESS YOU SHOULD HAVE A WRITTEN AND SIGNED AUTHORIZATION BY DO ANALYTICS. DO ANALYTICS KEEPS THE PROPERTY OF THIS DOCUMENT AND MAY REQUEST ITS RETURN AND / OR ITS DESTRUCTION AT ANY TIME.

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INDEX

1. INTRODUCTION ............................................................................................................................................... 3

1.1 HARDWARE AND SOFTWARE REQUERIMENTS ............................................................................................ 3

1.2 INSTALLATION FILE .................................................................................................................................... 3

1.3. OPTEX LICENSE INSTALLATION .................................................................................................................. 7

2. OPTEX MMS INSTALLATION ............................................................................................................................ 8

3. EXTERNAL SOFTWARE ..................................................................................................................................... 8

3.1. C COMPILERS .............................................................................................................................................. 9

3.2. DYNAMIC LIBRARIES (.DLL) ..................................................................................................................... 10

4. ALGEBRAIC PROGRAMMING LANGUAGES ..................................................................................................... 10

5. WINDOWS CONFIGURATION ........................................................................................................................ 11

6. DATABASES ................................................................................................................................................... 12

6.1. DBF FILES .................................................................................................................................................. 12

6.2. SQL SERVERS MANAGEMENT..................................................................................................................... 12

7. DBF TABLES IN \BIN\ DIRECTORY ............................................................................................................... 12

7.1. INSTALLATION OF APPLICATIONS ............................................................................................................ 13

7.2. CATALOGUE OF LANGUAGES ..................................................................................................................... 14

7.3. CREATING USERS ...................................................................................................................................... 14

7.4. LIBRARY.DBF ............................................................................................................................................. 14

8. VRP TUTORIAL .............................................................................................................................................. 15

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1. INTRODUCTION

The purpose of this manual is to explain the installation of OPTEX OPTIMIZATION EXPERT SYSTEM

(OPTEX MMS) and additional programs required for proper operation. Initially the steps for installing and configuring OPTEX MMS and the required Windows configuration are given and then the

installation and configuration of the necessary software to the proper functioning of OPTEX MMS is explained.

1.1 HARDWARE AND SOFTWARE REQUIREMENTS

OPTEX runs on any computer with MS-Windows operating system. If the computer on which it is installed will not be used to solve mathematical problems the power requirements are minimal (it

happens when working with an OPTEX server).

If you are going to use your PC to solve complex mathematical problems, you must take into account:

▪ Is more important the clock speed of the computer that the number of processors ▪ If you are going to solve multi - problem models the relationship between memory and processors

is very important, experimentally it is believed that a configuration of 4 MBytes per processor (core) devoted to mathematical programming works properly. Many processors working in parallel with

little memory will produce congestion on your computer, lowering performance.

▪ The memory is especially important if you want to solve complex problems of discrete programming (Mixed Integer Programing), linear or nonlinear

1.2 INSTALLATION FILES

You may have already read this paragraph in the document OPTEX - readme.

OPTEX can be installed from one of two alternatives: ▪ Storage Unit: USB or disc.

▪ Since files downloaded from the web. In both cases, the working files are the same and are presented in the following table.

OPTEX – ARCHIVOS PARA INSTALACIÓN

FILE – CONTENT URL

ReadMe File with the basic instructions to begin the installation process and this document.

http:\\www.doanalytics.net\OPTEX\Download\OPTEX-MMS.rar

Binary Files Dynamic libraries (.dll) and other files that are required to properly operate OPTEX.

GNU Optimization Libraries Optimization Libraries GLPK y COIN-MP.

Spanish OPTEX Manuals PDF Version of OPTEX manuals in Spanish

OPTEX Presentation PDF version of the index of OPTEX presentations. From this display you can access all updated OPTEX presentations

Tutorial VRPDSS VRPDSS application used for OPTEX training

OPTEX Executables ▪ OPTEX-GUI: OPTEX_GraphicsUsersInterface.EXE ▪ OPTEX-EXE: OPTEX OPTEX_InteractiveSolver.EXE

http:\\www.doanalytics.net\OPTEX\Download\OPTEX-EXE.rar

OPTEX-EXCEL-MMS Components Components required to use Excel as a platform for mathematical modeling

http:\\www.doanalytics.net\OPTEX\Download\OPTEX-EXCEL-MMS.rar

It is suggested to run the following procedure:

1. Create a folder named OPTEX-Installation and copy all files to that folder, then unzip in the

same folder. At the end of the process, the content should be the one presented in the next picture.

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2. In the OPTEX - MMS directory it is the OPTEX directory, move it to the root of the drive C:. It is suggested to keep the name of this directory as OPTEX because there all OPTEX components will

be installed and all addresses that are set by default assume this directory. If you cannot or do not want this folder remains on disk C:, is suggested to perform the installation in C:\ OPTEX and

once is working move it to the desired location; then you must make the addressing adjustments

that are needed. If you cannot install in the root of drive C:, you must make the routing settings during the installation process. Instructions on this situation will be found in a later paragraph.

3. In the OPTEX-MMS folder will find the OPTEX folder whose content is presented in the next

figure.

4. The VRP folder contains the VRPDSS application that corresponds to the base of the tutorial

developed by DOA to facilitate knowledge and understanding of OPTEX. VRP content directory is shown in the following image.

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5. The \OPTEX\BIN\ directory contains several subdirectories that you should know: ▪ EXCEL: Contains the EXCEL components required for installation of remote communication

to OPTEX-SERVER from OPTEX-EXCEL-MMS.

▪ LIBRARIES: Contains several subdirectories required by OPTEX

6. The directory \OPTEX\BIN\ libraries contains several subdirectories that you should know:

▪ CoinMP: Limited Pre -installation of the library COIN-MP (32 bits)

▪ GnuWin32: Limited Pre -installation of the library GLPK (32-bit) ▪ DevCpp: Limited Pre –installation of GNU GCC compiler.

▪ Documents: Manuals of OPTEX MMS System. ▪ RTF: Skeletons used by OPTEX to generate RTF files

7. The directory \OPTEX\BIN\DOCUMENTS contains ▪ Description of OPTEX, suggested reading to understand the conceptualization of OPTEX.

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▪ OPTEX General Presentation that guides for all presentations available at OPTEX server www.doanalytics.net

▪ Technical OPTEX manuals.

8. Transfer the contents of the folder OPTEX-EXE and OPTEX-EXCEL-MMS to the \BIN\ directory

contained in the folder \OPTEX; the content of OPTEX-EXE directory appears in the image below. Thus, you are installing the updated OPTEX executables and files containing applications OPTEX

in EXCEL. Future updates of OPTEX executable will be made changing the contents of these folders; the \Documents folder may include updates of documents such as OPTEX manuals; if

you find documents in the folder, you must proceed to place them in the appropriate folders.

9. It is suggested to link the following types of files to OPTEX executables located in the \BIN\

directory: ▪ .DBF to OPTEX_GraphicsUsersInterface.EXE

▪ .OGUI to OPTEX_GraphicsUsersInterface.EXE

▪ .OPX to OPTEX_InteractiveSolver.EXE

10. If you have a license to install OPTEX proceed to install it, otherwise you must apply for a license

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to DOA. The application for the license to use OPTEX is available at: http://www.doanalytics.net/Documents/OPTEX-Request-License.pdf

11. If you are going to change the name or location of the contents of C:\OPTEX you must perform them on the following files: optex.ini, genex.ini, *.opx, *.ogui and CAPLI.DBF; these files

are located in the \BIN\ directory. In all of these files you should change C:\OPTEX by x:\DDDD where x: corresponds to the "device" where GENEX folder is located and DDDD corresponds to

the new name. If installed on a portable drive, or USB, the "device" should correspond to *:.

1.3. OPTEX LICENSE INSTALLATION

After OPTEX installation, the user must proceed to install the license, which should have received by

e- mail. For that, you should activate OPTEX-GUI receiving the notice of the absence of license.

OPTEX license is dispatched within a dynamic library that is interpreted by OPTEX, the name of the

license includes its number, which should be typed by the user for successful completion of the process, an example is: OPTEXlk151055-357606.dll, this file must be copied in the \BIN\ directory.

Previously, the user must read and accept the license document sent by DO ANALYTICS LLC.

If for some reason the user must renew the license, when they have the same number the new license and already installed, this is automatically activated when you copy the license file. If it is a change of

license, license number change, you must remove the license file to be replaced and remove OPTEXgui.dll file

For your information, the full version in English of the license under which OPTEX is delivered is

available at: http://www.doanalytics.net/Documents/License-OPTEX.pdf

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2. OPTEX MMS INSTALLATION

In the OPTEX-MMS installation file, is the OPTEX folder containing the program files and control

structures of OPTEX, this folder must be copied to the root of the disk drive where you want to install OPTEX, typically disk C: . It makes clear that the name and location of the folder can be any the user

desired, the GENEX name is traditionally used for reasons of habit of OPTEX developers.

The included folders in OPTEX are:

▪ BIN: Contains dynamic libraries using OPTEX MMS and should not be altered by the application

administrator. It should only be modified by authorized DOA staff or fully trained in the use of OPTEX. Inside the folder OPTEX MMS there are two configuration files with extension .ini, these

are: o OPTEX.ini: Contains the initial configuration dialog OPTEX.

o GENEX.ini: Contains the initial configuration of the startup window of OPTEX GUI.

The user must learn to handle these files to customize the implementation OPTEX.

▪ OPTEX: Corresponds to the control area of OPTEX, this area is for the exclusive use of OPTEX and should not be altered by the application administrator. Inside the folder OPTEX are the

following directories:

o OPTEXCO: OPTEX control area. It should only be modified by authorized DOA staff or fully trained in the use of OPTEX.

o OPTEXWO: This folder is empty, is used to store reports generated by OPTEX o OPTEXDBF: Area with files used by OPTEX.

▪ GENEX: Corresponds to the control area OPTEX GUI, this area is for the exclusive use of OPTEX

GUI and should not be altered by the application administrator. Inside the folder GENEX you have

the following directories: o GENEXCO: Control area of OPTEX - GUI. It should only be modified by authorized DOA staff

or fully trained in the use of OPTEX. o GENEXWO: This folder is empty; it is used to store reports generated by OPTEX

o GENEXDBF: Area with files used by OPTEX.

▪ VRP: Contains the decision support system VRP that corresponds to a tutorial that helps students

learn and understand OPTEX. This folder is described in detail in the manual OPTEX - Tutorial VRP that is included in that folder.

3. EXTERNAL SOFTWARE

This clause interested to whom are using C programs as optimization technology linked to optimization libraries. If it is not anticipated using this option is not necessary, this process.

OPTEX optimization supports the GNU libraries GLPK, COINMP, LPSOLVE and SHYMPONY and

commercial libraries IBM CPLEX, GUROBI and XPRESS.

As part of the installation the COIN-MP and GPLK libraries are pre – installed and its components are

in \LIBRARIES\. For more information about the GNU libraries, install them completely or you can download them from URLs, presented in the following table:

OPTIMIZATION

LIBRARY URL

COINMP https:\\projects.coin-or.org\CoinMP

GLPK http:\\gnuwin32.sourceforge.net\packages\glpk.htm

LPSOLVE http:\\sourceforge.net\projects\lpsolve\files\lpsolve\5.5.2.0\lp_solve_5.5.2.0_IDE_Setup.exe\download

SIMPHONY https:\\projects.coin-or.org\SYMPHONY\

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The installation process of commercial libraries depends on the directions provided by the supplier of the library, which the user must follow. Later you must link the library ("solver") to OPTEX through

LIBRARY.DBF table. Which is presented below.

3.1. C COMPILERS

To compile C programs, the current version of OPTEX requires a C compiler, according to the

addressing bits using by the library:

▪ DEV C++: for 32-bit libraries (GNU software) ▪ VISUAL C: for 64-bit libraries

The components required for communicating OPTEX with the GNU GCC compiler to generate

executables that run automatically are in \BIN\LIBRARIES\ Dev-Cpp\ directory. With these components, the user has no access to IDE of GCC. If the user wants to install the GCC compiler to

display and study the generated programs he should proceed to install a full version, because the one

provided by DOA is partial and only contains the components used by OPTEX . In Annex A, you will find the guidelines to follow in such cases. In such cases, the user must link the compilers to OPTEX

for proper operation

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For being a commercial library, the installation of MS-Visual C must be performed by the user. DOA will provide the necessary support.

3.2. DYNAMIC LIBRARIES (.DLL)

When generating C programs OPTEX uses static libraries, .LIB or dynamic libraries .DLL (Dynamic Link Library)

DLL is the term, which refers to files with executable code (associated with extension .dll) that are loaded on demand of a running program. This name is unique to the MS -Windows operating systems

but the concept exists in virtually all modern operating systems. The advantage of the DLL is the fact that dynamic libraries can be updated independently of the running program update, which makes them

an appropriate way to keep updated software from different vendors.

C programs that OPTEX generates should link DLLs when they are available. For a successful link, the

C program must be able to find the location of DLLs which is achieved by any of the following alternatives:

1. Copy the dynamic libraries in the \BIN\ folder and add to PATH variable system that directory.

This is recommended by DOA and is already implemented in downloaded version solution. We just

need to set the PATH variable.

To add the appropriate paths to the level of operating system MS- WINDOWS you should do the following: Open System in the Control Panel , click the Advanced tab, click Environment Variables,

then click the name variable system , PATH , in the system variables box , click edit and add the appropriate access routes

If you want to work with versions preinstalled by OPTEX, you must add the following path:

C:\OPTEX\BIN; You should be aware that the path C:\OPTEX corresponds to the directory where you installed OPTEX.

2. Install the libraries directly and add the PATH variable to the folder that contains the corresponding .dll files; alternatively, you can copy the dynamic libraries in the C:\OPTEX\BIN and or the C:\

WINDOWS\system32.

The following table shows the DLLs that are necessary for the libraries that can link OPTEX.

OPTIMIZATION

LIBRARY DLL

COINMP Coinmp.dll

GLPK glpk49.dll

LPSOLVE

SIMPHONY

CPLEX

GUROBI

XPRESS

4. ALGEBRAIC PROGRAMMING LANGUAGES

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To install algebraic programming languages (GAMS , IBM OPL , ...) you can download from the website of the producer the appropriate installers, run them and then follow the instructions to link them to

OPTEX through LIBRARY.DBF table.

The Manual of Connectivity Optimization Technologies contains detailed information about link process of OPTEX to different supported technologies.

5. WINDOWS CONFIGURATION

For proper operation you should review regional configuration because OPTEX requires a specific

configuration.

To do this follow these steps:

1. Open Regional Configuration and language in Control Panel 2. On the Regional Options tab, under Standards and formats, click Customize and appear the following

dialog

3. On the Number tab the decimal symbol field should be point (.), the symbol of thousands

separation field should be a comma (,) and list separator field must be a comma (,).

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4. On the Currency tab the decimal symbol field should be point (.), the symbol of thousands separation field should be a comma (,)

5. On the Date tab the short date format field should be dd\mm\yyyy, the field separator dates should be left with slash (\)

6. Once this is done click Apply and then OK

If this specific process causes problems must communicate directly with DOA to solve the problem.

6. DATABASES

OPTEX is able to work with .DBF tables and different kinds of SQL servers, among these are SQL SERVER, MYSQL, DB2 and ORACLE.

6.1. DBF FILES

OPTEX always uses databases supported in DBF tables (xBase). This is because the controlling areas of OPTEX are always managed in DBF. In the case of application data areas, they can be handled

under DBF tables or SQL servers which can be access by ODBCs.

It requires taking into account two important aspects in the management of DBF tables:

▪ DBT files: when tables contain MEMO type fields, handlers DBF databases linking a special table

to store memos called XXXXX.DBT where XXXXX is the name of the table that contains memo fields. It is important to handle these two tables together (the DBF and DBT) because when for

any reason the DBT table is lost, you may lose data stored in DBF table.

▪ NTX Index Files: to control the order of access of records in a table, and to facilitate establishing

relationships between tables linked by common fields, OPTEX-MMS uses index file of the type NTX. In this case it is particularly important that the absence of the concept of server in the

management of DBF tables, the application that opens the table is responsible for properly

managing NTX files avoiding corruption/damage. Therefore, the user should be aware that if the DBF tables are opened by different applications than OPTEX MMS, the NTX indexes could become

corrupted losing control of the application. In this case, you should delete all NTX files that are corrupt so OPTEX MMS proceed to regenerate. In general, it is recommended that if you find an

abnormal behavior in DBF tables, mainly records that are not seen proceed to "delete" the NTX

and check if the problem disappear, otherwise, proceed to report the problem.

6.2. SQL SERVERS MANAGEMENT

To manage tables in SQL Servers you must create a corresponding ODBC and link it to the application. To do this, follow the procedures in the Network Connectivity Manual. It should be noted that all

data connections are made via ODBCs (Open Database Connectivity) and must be cataloged

7. DBF TABLES IN \BIN\ DIRECTORY

As part of the installation of OPTEX you must install the following tables (.DBF) in the \BIN\ directory,

as they contain common information to any application developed in OPTEX and depends on the

computer on which you are working. Initially OPTEX has a pre-definition of these tables that the user should review.

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7.1. INSTALLATION OF APPLICATIONS

Each record in the CAPLI.DBF table corresponds to a different application. The CAPLI table contains

the paths directories where we find: the data area, the control area, the area of mathematical modeling

(optimization), and scenarios area. It also defines whether the industrial data is stored in a SQL database, or a database in DBF format text.

When you decide to install OPTEX in a different directory to the path C:\OPTEX you must update each

application. Next, we present an example of the fields to configure.

As a complement to each application, you should specify the details of the application, which are stored in the CGAPL.DBF table.

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7.2. CATALOGUE OF LANGUAGES

Table CIDIO.DBF corresponds to the language catalog. This table is essential when you want to

develop OPTEX multilingual applications; it contains the language code and its description in multiple languages.

7.3. CREATING USERS

Users of the application must be defined in the master table Users (CUser) which must be defined: ▪ User code: code assigned to the user. This code is controlled by the administrator and cannot be

changed by the user. ▪ Keyword: keyword of the user. The key word is initially assigned by the administrator but can be

changed by the user when deemed appropriate. ▪ Name : User names

▪ Last name: User last name

▪ Language: code language the user will used to access OPTEX - GUI.

In addition to the above information must be defined user access rights, which implies defined in Table Details Secondary Access (DUSER)

▪ Application Code: code of the application to which the user has access. When a user has access

to multiple applications, OPTEX -GUI automatically generates a Host Applications Window from which the user can simultaneously access all applications that have the right of access.

▪ Menu Access Code: Code menu access of the user to the application. It must correspond to one of the navigation menus defined in Table Control navigation menus. By accessing the system

OPTEX-GUI shall make this menu available from which the user can navigate and access the various options according to the structure that is generated from the access menu.

7.4. LIBRARY.DBF

After installing all third-party software such software should be linked to OPTEX through

LIBRARY.DBF table. Previously we explained the link of optimization library linking and C compilers.

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Additionally, you must link the following applications:

▪ RTFs Processor documents (Rich Text Format), used to display the RTF documents, one such

application is MS -WORD. It should be classified in the Code field as RTF. Based on this definition OPTEX directly opens the RTF document in the RTFs processor.

▪ Packers files, used to transfer files via FTP (File Transfer Protocol) for client-server transfer files. It should be classified in the Lybrary\Exe field as ZIP.

8. VRP TUTORIAL

As part of the basic version of the OPTEX, DOA includes the Decision Support System called VRP,

which serves as a basis for training on management of OPTEX.

If the installation process has been successful, in the \BIN\ directory you can activate OPTEX-GUI by

double clicking the VRP.ogui file and activating VRP user without keyword.

To verify the configuration process, OPTEX should be able to solve the VRP model application using ANSI C language and COINMP solver; if you do not use C programs, then you should check the

implemented optimization technology. For the above position yourself in the \BIN\ folder and run the

program OPTEX_InteractiveSolver.exe

Set the window OPTEX - EXE as follows: ▪ Application: Urban routing VRP DBF

▪ Family: Routing Vehicles

▪ Scenario : A - Scenarios A

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▪ Optimization Technology : ANSI C ▪ Optimization Library: CoinMP V1x

If the procedure was successful at the end of optimization, the following screen should appear.

If you have some kind of error in this process, you may contact optex@doanalytics.net or the engineer

assigned to support your installation.

Once OPTEX runs properly, the indicated it is to consult the tutorial to start the training in OPTEX.

▪ OPTEX Tutorial VRP Model Implementation (basic) ▪ OPTEX Tutorial VRP Decision Support System Implementation (advanced)