CMMS OptiMaint - Installation

Computerized Maintenance Management System
Installation
and Update procedures
TABLE OF CONTENT
OPTIMAINT SOFTWARE........................................................................................................................ 4
INSTALLATION ................................................................................................................................... 5
TRIAL VERSION Access .............................................................................................................. 5
STAND ALONE VERSION - Access............................................................................................... 5
NETWORK VERSION - Access....................................................................................................... 5

Installation on a server.................................................................................................................. 5
Installation on Client PCs............................................................................................................. 5
NETWORK VERSION - SQL SERVER / ORACLE / DB2/400 / SYBASE / MYSQL /

POSTGRESQL................................................................................................................................. 6
Installation on the server .............................................................................................................. 6
Installation on client PCs ............................................................................................................. 9
UPDATES .......................................................................................................................................... 10
TRIAL VERSION - Access ............................................................................................................. 10
STAND ALONE VERSION- Access............................................................................................... 10
NETWORK VERSION - Access..................................................................................................... 11

Updates on the server ................................................................................................................ 11
Updates on client PCs ............................................................................................................... 11
NETWORK VERSION - SQL Server / Oracle / DB2/400 / Sybase / MySQL / PostgreSQL.......... 11

Update on the server .................................................................................................................. 11
Update on Client PCs ................................................................................................................ 12
UNINSTALL ....................................................................................................................................... 13
OPTITRACE MODULE.......................................................................................................................... 14
Microsoft Access Database .............................................................................................................. 15
Database - SQL Server / Oracle / DB2-400 / Sybase / MySQL / PostgreSQL.................................. 15
TOOLS................................................................................................................................................... 17
Apisoft International 2 / 19 Installation and Update procedures

CAUTION BACK UP COPY
As for any management application, it is essential to proceed to a backup copy of the database
before any action.
NEW VERSIONS
All the new versions are available for download in the users club on our website: www.optimaint.com
To check the version under use:

- On any PC, launch OptiMaint
- Go to Menu ? | On the web | Check your version
VERSIONS
To follow the evolutions, OptiMaint and its database have their own version number.
Version number is made of 3 values: x.y.z. For instance:
6 . 1 . 5
The first two figures of the versions of the software and the database must always be identical. An
automatic check ensures this concordance.
A major update means a change of the 1st and/or 2d value.
A minor update means a change of the 3d value.

OPTIMAINT SOFTWARE

INSTALLATION
TRIAL VERSION Access
- Close all running programs

- From the multimedia presentation, launch the installation
- From the installation type selection screen, select Free Trial Version
- OptiMaint is installed with an Access database
Please note: By default, the trial version has an Access database but you can test our software with
other types of database (see: other installation procedures)
STAND ALONE VERSION - Access

- Execute the setup program located in the directory: Setup on the Cd-Rom or downloaded from
the user club on our web site: www.optimaint.com
- From the installation type selection screen, select Free Trial Version
- OptiMaint is installed with an Access database
Please note: By default, the stand alone version has an Access database but you can test our
software with other types of database (see: other installation procedures)
NETWORK VERSION - Access
Installation on a server
If you want to install the software and its database on a server:

- OptiMaint and its database are installed
If you want to install only the database on the server:

- Install the software on a client PC (following the installation procedure below )
- Move file OptiMaint.mdb file to the server (by default, OptiMaint.mdb is located in the
installation directory: C:\Program Files\Apisoft\OptiMaint\Access\OptiMaint.mdb)
Installation on Client PCs

- From the installation type selection screen, select Customized
- On the installation parameter screens:
o Select Access database
o Update connection parameters: specify the database location on the server as well as
the database password if needed (by default, there is no password)

NETWORK VERSION - SQL SERVER / ORACLE / DB2/400 / SYBASE / MYSQL / POSTGRESQL
The following databases are compatible with OptiMaint: SQL Server (version 97 at least), SQL Server
Express (version 2005 at least), Oracle (version 8 at least), Oracle Express (version 10G at least),
DB2-400 (for AS400), Sybase, MySQL (version 5.0.37 at least), PostgreSQL (version 8.2.3 at least).
Requirements:
The following procedure requires skills in DBMS.
The DBMS must be installed and configured.
The ODBC driver must be configured and operational.
Installation on the server
A) Create the database

Thanks to the DBMS utility, execute the scripts files (*.sql) corresponding to your
database. The script files are located in Setup\Database\Create\ on the Cd-Rom or can
be downloaded on the user club on our website: www.optimaint.com. Please follow this
procedure:
DATA BASE COMMENTS / DETAILS
From the DBMS:

- Create an OptiMaint database (we advice 100 Mb for data and 50 Mb for the log file)
- Thanks to the Query Analyzer utility, execute the script file Create_SQLServer to
create all the necessary tables and indices.
SQL Server
SQL Server Express Caution: At the end of the script execution, you may get 3 warning messages such as: Warning,
Microsoft the table xxxxxx has been created but the maximum size of its lines (8351) exceeds the maximum
number of bytes per line (8060). Do not consider these warnings and continue the installation.
- Then execute the script file CreateD2_SQLServer.sql which will create all data of the
bogus company DEMO as well as the needed basic parameters to use correctly
OptiMaint.
From the DBMS:

- Thanks to the SQL Plus utility, execute the script file Create_Oracle.sql to create all the
Oracle necessary tables and indices.
Oracle Express
Caution: The Create_Oracle.sql script will create all the indices in a TableSpace called
Minimum required: INDXMAO. Consequently, you have to create this TableSpace before executing the script. To
version 8 avoid using this TableSpace or another TableSpace, you have to change the script file.
- Then execute the script file CreateD2_SQLServer.sql which will create all data of the
bogus company DEMO as well as the needed basic parameters to use correctly
OptiMaint.
From the DBMS:

Sybase - Thanks to the SQL Query Analyzer utility, execute the script file Create_Sybase.sql to
create all the necessary tables and indices.
- Then execute the script file CreateD2_Sybase.sql which will create all data of the bogus
company DEMO as well as the needed basic parameters to use correctly OptiMaint.
Thanks to Client Access utility:

- Execute the script file Create_Db2.sql to create OptiMaints library and all the
DB2/400
necessary tables and indices for this library.
(pour AS400)
- Then execute the script file CreateZZ_Db2.sql which will create all data of the bogus
The reference version of MySQL for OptiMaint is the version MySQL 5.0.37. The compatibility is
guaranteed from this level of version. In any case, the MySQL 4 versions are not compatible with
MySQL
OptiMaint.

For your information, the minimum reference components required are the following:
DBMS engine: mysql-essential-5.0.37-win32.msi
Tools: mysql-gui-tools-5.0-r10-win32.msi
ODBC driver: the driver versions below are approved and recommended by Apisoft:
o mysql connector odbc 3.51.18 (windows XP)
From the DBMS:

- Create an OptiMaint database on MySQL server using the administration tool MySQL
Administrator
- Thanks to the MySQL Query Browser, open and execute le script file
Create_MySQL;sql to create all the necessary tables and indices.
Caution: To open the script files, it is Mandatory to follow this procedure: Menu File > Open Script
then when choosing the type of file, select Any File ANSI Assumed (*.*). Then select the script file
to be open and validate.
- Then execute the script file CreateD2_MySQL.sql which will create all data of the bogus
The reference PostgreSQL version for OptiMaint is the version 8.2.3. The compatibility of OptiMaint
is guaranteed from this level of version.
DBMS engine: postgresql-8.2.3-1.zip
Administration tool : pgadmin3-1.6.3.zip
ODBC driver: psqlodbc-08_02_0300.zip
PostgreSQL
From the DBMS:
- Create an OptiMaint database on PostgreSQL Server using the administration tool
pgAdminIII for instance.
- Thanks to SQL query utility, execute the script file Create_PostgreSQL.sql to create all
the necessary tables and indices.
- Execute the script file CreateD2_PostgreSQL.sql which will create all data of the bogus
B) Create the ODBC data source linked to a database
DATA BASE COMMENTS /DETAILS
- From the Windows Control Panel, select Administrative tools, then Data sources (ODBC)
- Click on the thumbnail System DSN, then click on Add
- Select the ODBC driver SQL Server in the list and click on Finish
- Type OptiMaintSQL in the Data Source Name field
- Type the Name or IP address of the SQL server in the Server field. Then click on Next.
- Select the option With SQL Server Authentication using a login ID and password entered by the
user and type your login ID (by default sa without password) in the field Login ID. Then click
on Next.
SQL Server
- Click on Change the default database to and select OptiMaint in the list before clicking on
SQL Server Express
Next.
Microsoft
Caution: You may have to select the option Change the language of SQL Server System
messages to: and choose the date format you need (dd/mm/yyyy or mm/dd/yyyy). For example,
tick the checkbox and choose the language English.
- Then click on Finish to create the new data source.

- Try to connect to the new data source by clicking on the corresponding button: Test Data
Source.
- From Windows Control Panel, select Administrative tools, then Data sources ODBC
Oracle - Click on the thumbnail System DSN, then click on Add
Oracle Express - Select the ODBC driver Oracle in the list and click on Finish
- Type OptiMaintOracle in the Data Source Name field and then indicate the Service Name and
Minimum required: the User ID defined at the configuration of the Oracle server
version 8 - Click on OK to create the new data source.

- Select the ODBC driver Sybase and click on Finish
- Type OptiMaintSybase in the Data Source Name field
- Type the Name or IP address of the Sybase server in the Server field. Then click on Next.
Sybase - Type OptiMaint in the field Data Name
- Test the data source by clicking on the corresponding button
- Click on OK to create the new data source
The following error might occur: Sybase does not allow than one active statement when retrieving results
without a cursor . If so, please modify the OBDC drivers configuration parameters. The parameter Method is
by default 1 (direct). Change its value by 0 (cursor).
- Select the Client Access ODBC driver and click on Finish
- Type OptiMaintDB2 in the Data Source Name field in the thumbnail General
DB2-400
- In the thumbnail Server, type OPTIMAINT in the field Default SQL Schema or Library and
(pour AS400)
click on lick on the Advanced button
IBM
- Select the option Read uncommitted (*CHG) in the Commit mode. Click on OK
- To avoid the difference between Up shift and Low shift, go to the thumbnail Language and
select Sort based on language ID as the Sort type and Shared-Weight as the Sort weight.
- Click the button OK to create the new data source.
- Select the MySQL ODBC driver and click on Finish
- In the field Data Source Name type OptiMaintMySQL
MySQL - Type the Name or IP address of the MySQL server
- In the field User type the user (root by default) and password
- Select the database OptiMaint (created before on the MySQL server)
- In the field Data Name type OptiMaint
- Select PostgreSQL ANSI driver and click on Finish
- In the field Data Source Name type OptiMaintPostgreSQL
- In the field Database Name type OptiMaint
- Type the Name or IP address of the PostgreSQL server
- In the field User Name type the user name (postgres by default) and password
PostgreSQL
Please note: To allow the client PCs to connect to PostgreSQL Server, they have to be explicitly
authorized to do so in the configuration file pg_hba.conf.
The file is available on the server in Menu Programs | PostgreSQL. Then at the bottom of the page, you just
have to add a line such as: host all postgres 0.0.0.0/0 md5
(This is the less restrictive example. For more restrictions, please mention the users and/or the IP addresses. For
more detail, see PostgreSQL documentation).
Finally please check in the configuration file postgresql.conf that the parameter listen_addresses is activated
(no # character) and is equal to *.
C) Installation of OptiMaint
Please note: It is not compulsory to install the software on the server

- Execute the setup program located in: Setup on the CD-Rom or downloaded
from the user club (on our web site: www.optimaint.com)
Select your database type
Update connection parameters

DATABASE CONNECTION PARAMETERS TO THE DATABASE
SQL Server
Select the ID (by default sa) and the password (if needed) of the connection user
SQL Server Express
Microsoft
Oracle Select the ID (by default dbo) and the password (if needed) of the connection user. Caution:
Oracle Express The same User ID will always be used for updates.
Sybase Select the ID (by default sa) and the password (if needed) of the connection user
DB2-400 (pour AS400)

Select the ID and the password (if needed) of the connection user
IBM
MySQL Select the ID (by default root) and the password (if needed) of the connection user
Select the ID (by default postgres) and the password (if needed) of the connection user, and
PostgreSQL
also the schema (public by default).
o Select applications to be installed :
APPLICATION PROGRAM DETAILS
OptiMaint OptiMaint.exe OptiMaint application
Transaction - Create Preventive WOs automatically

OptiMaint_Moniteur.exe
Monitor - Update data thanks to import tables (for interfaces for instance)
Initialization utility
fro OptiMaint Init Registre.exe Reinitialize information related to the database configuration
register base
for OptiMaint user Init Sessions.exe Close all running sessions
sessions
OptiMaint user
sessions Sessions.exe Close some running sessions
management
Internet
communication apisoft.exe Remote support through internet
tool
Installation on client PCs
- Create the ODBC source linked to the database:

Same process as for the server installation
- Install OptiMaint :
Same process as for the server installation

UPDATES
CAUTION BACK UP COPY
As for any management application, it is essential to proceed to a backup copy of the database
before any action.
TRIAL VERSION - Access

Select your database type
Update connection parameters
If you want to keep your current database:

- Execute the setup program located in: Setup on the CD-Rom or downloaded from the user
club (on our web site: www.optimaint.com)
- OptiMaint is now updated
- Then, at the first launch of the software, confirm the update of the database.
If you do not want to keep your current database:

- From Windows explorer, delete only OptiMaint.mdb file (so the database) located in the
software installation folder (by default C:\Program files\Apisoft\OptiMaint\Access\).
- Execute the setup program located in: Setup on the CD-Rom or downloaded from the
user club (on our web site: www.optimaint.com)
- A new database has been automatically installed
STAND ALONE VERSION- Access

- Then, at the first launch of the software, confirm the update of the database

NETWORK VERSION - Access
Updates on the server
If you installed the software and the database on the server:

If you only installed the database on the server:

- Update the software on a client PC (See next update procedure)
Updates on client PCs

NETWORK VERSION - SQL Server / Oracle / DB2/400 / Sybase / MySQL / PostgreSQL
Update on the server
1. If you installed the software and the database on the server:
A) Update the database
- If the transaction monitor is used for interfaces with OptiMaint, execute this task to
empty the corresponding tables
- Save the complete database
- In case of minor version upgrade:

rd
For minor updates only the 3 number of the version changes (for instance: 6.1.3
to 6.1.4). The structure of the database is not modified. There is no script to
execute.
- In case of major version upgrade:
st nd
For major updates the 1 or the 2 number of the version changes (for instance:
6.2.4 to 7.0.0 or 6.1.2 to 6.2.0. The structure of the database has to be modified.
From the DBMS SQL Query Analyzer, execute the script(s) corresponding to the
database you use (located in Install\OptiMaint\Setup\Database\Update\ on the
Cd-Rom or downloaded from user club on our website www.optimaint.com).

The names of the scripts are codified as follows:
Update _ Version number _ Database type .sql
For instance: Update_610_SQLServer.sql
CAUTION:
The scripts launching must follow the versions order.
For instance, to upgrade from version 5.4.2 to 6.1.5 with an SQL Server database, the
scripts have to be launched following this order:
o Update_600_SQLServer.sql
Please note that script Update_xxx_xxx_Log.sql only has to be executed if you have
OptiTrace module (See the specific installation procedure for OptiTrace).
CAUTION: Specific characteristics for some databases:

DATABASE COMMENTS/DETAILS
- If you do not use TableSpace to store indices, or if this TableSpace has not been
named INDXMAO, the scripts must consequently be modified before you execute
Oracle
them.
- You always have to use the same User ID for updates.
B) Update the software

- Execute the program Majbase.exe located in OptiMaint installation directory.

Click on Validate and check the update report.
- If the version number to be installed is different from 0 (the last number of the
version), launch Majbase.exe again and click on validate to execute the updates
of the last reviews.
If there us one or several END scripts corresponding to the versions

(Update_xxx_END_xxx.sql ), you have to launch it (them) from the DBMS SQL Query
utility (only after having executed the Majbase.exe program).
For instance, to upgrade from version 5.4.2 to 6.1.5 with an SQL Server database, the
final scripts have to be launched following this order:
- .sql
2. If you only installed the database on the server:
Follow the same procedure as the one described above for the server.
Update on Client PCs
Installation of OptiMaint:
Same procedure as the one described above for the server.

UNINSTALL
To uninstall OptiMaint:
1) From the Windows Control Panel, double click on Add/remove programs

2) Select OptiMaint in the list of programs and click on Uninstall or Remove.
OptiMaint is now removed but for some security reasons, the database remains.
To uninstall the database:
- In case of a Microsoft Access database: from the Windows explorer, delete the installation
folder of OptiMaint and all its content (by default C:\Program Files\Apisoft\OptiMaint)
- In case of another database: follow the adequate procedure given to the DBMS. The scripts
located in Setup\Database\Delete\ on the Cd-Rom or downloaded from the user club (on our
website www.optimaint.com) enable to delete all the tables and indices of OptiMaint database.
Then the server administration utility enables to delete completely the database.
Please note: The scripts named DeleteZZ_xxx.sql enable to delete completely a company in
OptiMaint database (replace D2 code by the code of the company to be delete in the script
before executing).

OPTITRACE MODULE

OptiTrace enables to journalize all the data transactions (create/modify/delete) made by the users.
OptiTrace requires an independent database.
Please note that OptiTrace module requires a specific validation key.
Database installation procedure
Microsoft Access Database

From version 6.2.x, the database (file OptiMaintj.mdb) is located by default in the same directory as
OptiMaint database (file OptiMaint.mdb).
Database - SQL Server / Oracle / DB2-400 / Sybase / MySQL / PostgreSQL

The database can be located on the same server as OptiMaint database or on another server.
Requirements:
The following procedure requires minimum skills in DBMS.
DBMS must be installed and configured.
ODBC driver must be configured and operational.
Execute the script files (*.sql) corresponding to your database and located on the Cd-Rom in
Install\OptiMaint\Setup\Database\Create\ or downloaded from the user club) on our website
www.optimaint.com) and follow the procedure:
DATABASE COMMENTS /DETAILS
From the DBMS:

- Create an OptiMaintJ database (we advice 100 Mb for data and 50 Mb for the log file)
- Thanks to SQL Server Query Analyzer, execute the script Create_SQLServer_Log.sql
SQL Server to create all necessary tables and indices.
SQL Server Express
Microsoft Caution: At the end of the script execution, you may get 3 warning messages such as: Warning,
the table xxxxxx has been created but the maximum size of its lines (8351) exceeds the maximum
number of bytes per line (8060).
Do not consider these warnings and continue the installation.
From the DBMS:

Oracle - Create an OptiMaintJ database (we advice 100 Mb for data and 50 Mb for the log file)
Oracle Express - Thanks to SQL Plus utility, execute the script file Create_Oracle_Log.sql to create all
necessary tables and indices.
requirements :
version 8 Caution: The Create_Oracle.sql script will create all the indices in a TableSpace called
INDXMAO. Consequently, you have to create this TableSpace before executing the script. To
avoid using this TableSpace or another TableSpace, you have to change the script file.
From the DBMS:

- Create an OptiMaintJ database (we advice 100 Mb for data and 50 Mb for the log file)
Sybase
- Thanks to SQL Server Query Analyzer, execute the script file Create_Sybase_Log.sql
to create all necessary tables and indices.
DB2-400 From the Client Access utility:

(for AS400) - Execute the script file Create_Db2_Log.sql o create OptiMaintJs library and all the
IBM necessary tables and indices for this library.
For OptiMaintJ, the MySQL reference version is MySQL 5.0.37. The compatibility is guaranteed
from this level of version. In any case, the MySQL 4 versions are not compatible with OptiMaint.
MySQL

DBMS engine: mysql-essential-5.0.37-win32.msi
Tools: mysql-gui-tools-5.0-r10-win32.msi
ODBC driver: the driver versions below are approved and recommended by Apisoft:
From the DBMS:

- Create an optimaintj database on MySQL server using the administration tool MySQL
Administrator
- Thanks to the MySQL Query Browser, open and execute le script file
Create_MySQL;sql to create all the necessary tables and indices.
Caution: To open the script files, it is Mandatory to follow this procedure: Menu File > Open Script
then when choosing the type of file, select Any File ANSI Assumed (*.*). Then select the script file
to be open and validate. Then execute the script file CreateD2_MySQL.sql which will create all
data of the bogus company DEMO as well as the needed basic parameters to use correctly
OptiMaint.
PostgreSQL
The reference PostgreSQL version for OptiMaint is the version 8.2.3. The compatibility of OptiMaint
is guaranteed from this level of version.
DBMS engine: postgresql-8.2.3-1.zip
Administration tool : pgadmin3-1.6.3.zip
ODBC driver: psqlodbc-08_02_0300.zip
From the DBMS:

- Create an optimaintj database on PostgreSQL Server using the administration tool
pgAdminIII for instance.
- Thanks to SQL query utility, execute the script file Create_PostgreSQL.sql to create all
the necessary tables and indices.
Create the ODBC data source linked to a database
Same procedure as the one described for OptiMaint Data Source.
In OptiMaint, a configuration of ODBC Data Source is required (Menu File | OptiTrace |

Enable Logging).

TOOLS & UTILITIES

The Software provided contains various tools & utilities.
You can find them in OptiMaint installation directory:
(By default C:\Program Files\Apisoft\OptiMaint\)
APPLICATION PROGRAM DETAILS
OptiMaint OptiMaint.exe OptiMaint application
Transaction - Create Preventive WOs automatically

OptiMaint_Moniteur.exe
Monitor - Update data thanks to import tables (for interfaces for instance)
fro OptiMaint Init Registre.exe Reinitialize information related to the database configuration
register base
for OptiMaint user Init Sessions.exe Close all running sessions
sessions
OptiMaint user
sessions Sessions.exe Close some running sessions
management
Internet
communication apisoft.exe Remote support through internet
tool
SQL Utility lsqle.xe Execute SQL scripts
Database Update MajBase.exe Database update
Database Tests TestBdD.exe Various tests of connexion to the database
OptiMaint mobile
Optimaint_PDA.exe PC side of the PDA Module
station

For further information ask your reseller.
OptiMaint is a CMMS software package developed by:
www.optimaint.com
support@optimaint.com
The marks quoted in this document are the property of their respective holder.

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Computerized Maintenance Management System

TRIAL VERSION Access .............................................................................................................. 5

STAND ALONE VERSION - Access............................................................................................... 5

NETWORK VERSION - Access....................................................................................................... 5

NETWORK VERSION - SQL SERVER / ORACLE / DB2/400 / SYBASE / MYSQL /

TRIAL VERSION - Access ............................................................................................................. 10

STAND ALONE VERSION- Access............................................................................................... 10

NETWORK VERSION - Access..................................................................................................... 11

NETWORK VERSION - SQL Server / Oracle / DB2/400 / Sybase / MySQL / PostgreSQL.......... 11

Apisoft International 2 / 19 Installation and Update procedures

To check the version under use:

Version number is made of 3 values: x.y.z. For instance:

A major update means a change of the 1st and/or 2d value.

A minor update means a change of the 3d value.

Apisoft International 3 / 19 Installation and Update procedures

Apisoft International 4 / 19 Installation and Update procedures

TRIAL VERSION Access

- Close all running programs

STAND ALONE VERSION - Access

- Close all running programs

NETWORK VERSION - Access

If you want to install the software and its database on a server:

If you want to install only the database on the server:

Installation on Client PCs

- Close all running programs

Apisoft International 5 / 19 Installation and Update procedures

Installation on the server

A) Create the database

DATA BASE COMMENTS / DETAILS

From the DBMS:

From the DBMS:

From the DBMS:

Thanks to Client Access utility:

Apisoft International 6 / 19 Installation and Update procedures

From the DBMS:

B) Create the ODBC data source linked to a database

DATA BASE COMMENTS /DETAILS

- Then click on Finish to create the new data source.

Apisoft International 7 / 19 Installation and Update procedures

Please note: It is not compulsory to install the software on the server

- Close all running programs

Apisoft International 8 / 19 Installation and Update procedures

DB2-400 (pour AS400)

o Select applications to be installed :

APPLICATION PROGRAM DETAILS

OptiMaint OptiMaint.exe OptiMaint application

Transaction - Create Preventive WOs automatically

Installation on client PCs

- Create the ODBC source linked to the database:

Apisoft International 9 / 19 Installation and Update procedures

CAUTION BACK UP COPY

TRIAL VERSION - Access

- Close all running programs

If you want to keep your current database:

If you do not want to keep your current database:

STAND ALONE VERSION- Access

- Close all running programs

Apisoft International 10 / 19 Installation and Update procedures

Updates on the server

If you installed the software and the database on the server:

If you only installed the database on the server:

Updates on client PCs

- Close all running programs

NETWORK VERSION - SQL Server / Oracle / DB2/400 / Sybase / MySQL / PostgreSQL