BioMS 1.0 Setup and Admin Guide

1. Purpose

This document is meant for the administrators of the BioMS application. This document describes the process of deploying the BioMS application and regular administration activities to be performed on the BioMS application.

2. Introduction

<TODO>
Here is the complete BioMS application ecosystem.

3. Deployment

The picture below shows the deployment model for the BioMS application with a two node Jboss cluster.

BioMS 1.0 application is deployed with an instance of caTissue 2.0A  (shown as caTissue 2.0A on BioMS on the diagram above) which run against the same database schema BioMS is running on. This instance of caTissue is used for building specimen forms for use in BioMS, for generating reports on the specimen data stored in the BioMS DB and for performing some other administration activities.

BioMS application should be deployed in a JBoss cluster with minimum 2 nodes and front-ended by Apache http load balancer. BioMS application requires Oracle 10.3 Enterprise or above for database.
The sections below describe the steps for deploying the BioMS application.

4. Pre-requisites

Make sure the following pre-requisites are satisfied before starting the deployment of BioMS.

1. One Oracle 10g/11g Schema with permissions for creating table and sequences
2. 3 Server machine with the following minimum configuration
   
   1. Dual core, 4GB RAM, 50 GB HDD x 2 – for BioMS cluster nodes and caTissue2.0A on BioMS. One of these machines should have oracle client installed on it. This is required for installing caTissue.
   2. Dual Core, 1GB RAM, 50 GB HDD x 1 – for the apache load balancer
3. OS : RHEL 5.0+
4. JBoss 5.1

5. Setup caTissue2.0A on BioMS

Get the caTissue 2.0A installer from files.cbmi.wucon.wustl.edu:/files/bioms/1.0/RC1/caTISSUE_Suite_v2.0_Installable.zip and unpack in BioMS Node 1 server. Follow the caTissue 2.0 installation instruction to install caTissue to the BioMS database. This caTissue should be installed with all caTissue external system integrations like GSID, CTRP and C3PR disabled in install.properties. Also choose a different set of JBOSS port numbers to avoid conflict with the BioMS JBoss node running on the same server.

-- Add specific install.properties that needs to be changed.

6. Setup BioMS on Bioms-node1

1. Get the BioMS 1.0 distribution from files.cbmi.wucon.wustl.edu:/files/bioms/1.0/RC1/bioms-1.0.zip and unpack into a folder (lets call this folder BIOMS_INSTALL_HOME)
2. Get JBoss 5.1 from here and unpack into a folder (lets call this JBOSS_HOME).
3. Copy the folder JBOSS_HOME/server/all/ to JBOSS_HOME/server/bioms-node1
4. Copy the contents of BIOMS_INSTALL_HOME/jboss-overlay onto JBOSS_HOME/server/bioms-node1/
5. Copy BIOMS_INSTALL_HOME/war/bioms.war to JBOSS_HOME/server/bioms-node1/deploy
6. Edit JBOSS_HOME/bin/run.conf and replace the JAVA_OPTS variable with the following

JAVA_OPTS="-Xms128m -Xmx2048m -XX:MaxPermSize=1024m -Dorg.jboss.resolver.warning=true -Dsun.rmi.dgc.client.gcInterval=3600000 -Dsun.rmi.dgc.server.gcInterval=3600000 -Dgov.nih.nci.security.configFile=$HOME/.bioms/conf/ApplicationSecurityConfig.xml"

1. Edit JBOSS_HOME/server/bioms-node1/conf/login-config.xml and update the database connection details under the application-policy element with name 'bms' to point to the BioMS database schema.
2. Copy BIOMS_INSTALL_HOME/.bioms to users home folder ($HOME)
3. Edit $HOME/.bioms/ApplicationSecurityConfig.xml and replace ${user.home} with the home directory path of the user.
4. Edit $HOME/.bioms/bioms-config.groovy, and update the datasource section with the database connection details for the BioMS database schema.
5. Start the JBoss Server bioms-bioms-node1

run.sh –b0.0.0.0 –cbioms-node1 -u 239.255.100.100 –gBioMSPartition -Djboss.messaging.ServerPeerID=1
This will start the server and the BioMS application deployed. Try accessing the BioMS application at url http://<bioms-node1-server>:8080/bioms. Login to the application using credentials admin@bms.com/Passw0rd and we should see a page similar to the following snapshot.

7. Setup BioMS on Bioms-node2

Follow the same steps give in Section 3.3 substituting all bioms-node1 with bioms-node2 to setup second node of the BioMS cluster.
Start the BioMS Node with the command
run.sh –b0.0.0.0 –cbioms-node2 -u 239.255.100.100 –gBioMSPartition -Djboss.messaging.ServerPeerID=2

Make sure the -u and -g options values are matching with the values used in starting node1.

Once the bioms-node2 server is started make sure bioms-node2 bioms is accessible at http://<bioms-node2-server>:8080/bioms

8. Setup the Apache load balancer

Install apache HTTP server and configure mod_jk module and use the following mod_jk worker configuration

 # Define list of workers that will be used
 # for mapping requests
 worker.list=loadbalancer,status
 
 # Define Bioms-node1
 # modify the host as your host IP or DNS name.
 worker.bioms-bioms-node1.port=8009
 worker.bioms-node1.host=<bioms-node1-host> 
 worker.bioms-node1.type=ajp13
 worker.bioms-node1.lbfactor=1
 worker.bioms-node1.cachesize=10
 
 # Define Bioms-node2
 # modify the host as your host IP or DNS name.
 worker.bioms-node2.port=8009
 worker.bioms-node2.host=<bioms-node2-host> 
 worker.bioms-node2.type=ajp13
 worker.bioms-node2.lbfactor=1
 worker.bioms-node2.cachesize=10
 
 # Load-balancing behaviour
 worker.loadbalancer.type=lb
 worker.loadbalancer.balance_workers=bioms-node1,bioms-node2
 worker.loadbalancer.sticky_session=1
 #worker.list=loadbalancer
 
 # Status worker for managing load balancer
 worker.status.type=status

  - add laodbalancer worker urls

9. CTEP Authentication Setup

TODO

10. Mayo Authorization data Sync Setup

TODO

11. Participant Registration Sync Setup

TODO

12. Repository Sync

BioMS application run integrated with tissue repository caTissue application. When the BioMS application is integrated with repository caTissue application it automatically synchronizes specimen data and shipment data between BioMS and caTissue to keep the data in sync across the two application. BioMS application can be configured to sync with multiple repository caTissue instances.

More details on the repository sync can be found here.

13. Administration

This section describes various ongoing administrative tasks to be performed on the BioMS application.

13.1. Setup sync with a repository caTissue 2.0A

Given below are steps for linking a new repository caTissue instance to BioMS for data synchronization.

1. Assign a unique name for the repository (<repo-name>)caTissue instance. E.g pco-repo.
2. Assign a secret authorization key (<authkey>) for the repository

Add new row to the BMS_REMOTE_REPOSITORY table in the BioMS database with the following data.

Securely share the <repo-name> and <authkey> with the repository caTissue admin. They would need to update the bioms-adaptor.properties with these details.
Once the bioms-adaptor is setup properly at the repository caTissue and started you should see message like
controller.RepoSyncMessageController 2012-10-08 09:59:11,996 Sending 204 (no message available) to repo <repo-name>
in the bioms log.
Also messages like the following would be there on the BioMS adaptor log file.
5:01:14,745 INFO [STDOUT] 2012-10-08 15:01:14 SyncMessageReceiver [DEBUG] No mssage received, sleep for 10sec before trying again...

13.2. Setup a new Repository Site

Once the repository caTissue instance is linked with BioMS as described above the follow the steps below to setup a new Repository Site for sync. A single caTissue instance can host multiple independent repository sites and BioMS can handle that.

1. Request the caTissue Admin to create Repository Site and the repository coordinator user with the same details like name and address and note the ids of the Site and User created.
2. Get the details of the Repository Site and the Coordinator user details from the repository caTissue admin.
3. Create a Site of type Repository in BioMS via the 'caTissue2.0A on BioMS' and select the coordinator user created by the caTissue admin as the coordinator (this user would have been synced to BioMS automatically). Note the id of the site as <bms_repo_site_id> just created from caTissue2.0A on BioMS.

4. Link the repository site created above with the caTissue remote repository created in step 5.1. For this insert a new row into the BMS_REMOTE_REPOSITORY_SITE table as shown below.

   REMOTE_REPOSITORY_ID	SITE_ID
   <id of the remote repo entry for the remote repo>	<site_id>

5. Map the new Site created in BioMS with the Repository with the same name in caTissue. For this request the repository caTissue admin to insert the following row into BMS_CATISSUE_ENTITY table in the repository caTissue data base

   ID	ENTITY_TYPE	BMS_ID	CATISSUE_ID
   1 (or the next available id)	edu.wustl.catissuecore.domain.Site	<bms_repo_site_id>	<id_of_repo_site_in_catissue >

   
   
   We should now be able to create studies with the new repository as the ship to site for specimen and sync the studies. When the study is synced study should show up in the caTissue.

   13.3. Building and rolling out new Study

Note: This section needs to be revised based on the business process
This section describes the steps for building and rolling out a new Study in BioMS.

1. Identify the specimen form requirements for the study and if there is any specimen form required, build the form using the Local Extensions feature in the caTissue2A on BioMS. The form needs to be added to the form group with name bmsforms. Only these forms in this group will be available for selection in BioMS study builder.

The current version of BioMS has some restrictions on form fields and constraints and doesn't support all the capabilities of forms that could be created in caTissue. Given below is the summary of what is supported in the BioMS specimen forms.
Textfield (string ,numeric,URL datatypes and width, max length, min and max constraints are supported)

TextArea ( width, max length and rows constraints are supported)

Checkbox

Radio Button

ListBox

ComboBox

Date picker (Date only)

File picker is not supported at this time.Also form inheritance and forms associations are not supported.

2. Once the form is built in the caTissue 2A on BioMS, send the exact form details, like the name of the form, form attribute names, data types and constraints to the admins of those repositories, to which atleast one specimen from the study would be shipped. The repository caTissue admin should build the exact same form with the details provided by the BioMS admin.

3. While step 2 is happening, BioMS Study manager can continue building the study in BioMS study builder. The Study activityStatus should be set to Disabled while it is getting built.

Note: Study Manager can build only those studies with the ids that were synced from the Mayo System via the Mayo authorization sync process. Mayo System source of record for the Study ids and the study titles. While the Mayo Authorization sync is getting setup, admin can manually insert Study IDs and study descriptions to MAYO_STUDY. Only those study ids inserted in the MAYO_STUDY table would be available for building in BioMS Study builder

4. Once the study is completely built SM clicks on the Synchronize Study to sync the study to all the repositories where specimen from the study would be shipped to.

5. When the Study is ready to accept registrations, change the study status to Active in BioMS.

13.3. Registering participants to Study

Participant registrations usually comes from Mayo Rando Node applications. But until the Mayo Rando Node integration is enables, BioMS admin can register participants to study via teh participant registration page provided in BioMS. The participant registration page can be accessed at <bioms-base-url>/patientRegistration

13.4. Watching for Sync issues

BioMS admin can see if there are any happening during syncing of data between BioMS and repository caTissue at <bioms-base-url>/syncError . This page lists all the errors occurred during the sync with the sync message and the error details including any stack trace.

BioMS admin should review this list of error at least once in a day to make sure sync functions are working properly.