This part is the preliminary step in the data processing flow, so it is imperative to follow the instructions carefully. Otherwise, some functionalities may not work properly.


2.1 Setting up the DPC and Configuring Local Area Network (LAN)

2.1.1 DPC Set-up

The following are the guidelines in setting up the DPC:

  • The data processing center (DPC) shall be located within the PSO premises or in a space adjacent or nearby.

  • Security of the DPC should be ensured to protect the electronic data files, paper questionnaires/forms, shapefiles, paper maps, equipment, and other documents/materials, as well as the personnel who will be working in the area.

  • The DPC may also be located in a space or building within the city/municipality LGU. However, the PSO shall ensure that the space or building should have stable, secure, and reliable network connections that are necessary for the smooth conduct of the data and map processing activities. Likewise, the same security measures mentioned above shall be applied to satellite DPCs. The setting up of a centralized DPC or satellite DPCs in cities or municipalities funded by LGUs shall be coordinated by the PSA field offices with concerned LGUs.

  • If there is a need to rent a space for use as DPC, this should be properly communicated first for approval through channels. The budget for rental of office space for the 2022 CBMS is limited. Hence, all RDs should evaluate the request very carefully before endorsing it to the CO for further evaluation and approval.

  • The address of the DPC should be submitted to the CBSS through email addresses, cbms@psa.gov.ph, psacbms@gmail.com, copy-furnished the psa_cbss_pcd@yahoo.com.


2.1.2 Computer Setup

The following are the instructions in setting up the computers to be used at the DPC. A video presentation on these can be found in the ‘Day 1’ subfolder of ‘Presentations’ at https://bit.ly/2022CBMSDataProcessingopen in new window.

  1. Creation of Local User Account

    There are two ways to start using a local account in Windows 10. You can change your current profile into a local account or create a separate local profile.

    The following are the instructions in creating a local user account:

    1. Open the Settings menu and go to Accounts > Your info. This will open a screen with account options for your current Windows 10 profile.

    2. Click Sign in with a local account instead. You will be prompted to confirm your Microsoft account password. Follow the prompts to complete the local account creation.

    3. Create a Separate Local Profile.

    4. Open the Settings menu and go to Accounts > Family & other users. This will open a menu with options to create additional profiles.

    5. Click Add someone else to this PC. A wizard will appear to guide the account creation process.

    6. Select I don’t have this person’s sign-in information at the bottom of the window.

    7. Choose Add a user without a Microsoft account. This will open the local profile account creation form.

    8. Create a username and password for the local profile. Click Next and follow the prompts to complete the account creation.

  2. Configuration of Firewall and Enabling Remote Desktop Protocol
    1. How to open firewall port on Windows 10
    1. Open Windows Security.
    2. Click Firewall & network protection.
    3. Select the Advanced settings option.
    4. Select Inbound Rules from the left navigation pane.
    5. Under the Actions section, click the New Rule option in the right pane.
    6. Select the Port option.
    7. Click the Next button.
    8. Select the appropriate protocol (TCP or UDP) depending on the application (Usually, the option is TCP).
    9. In the Specific local ports setting, type the port number. If the app requires multiple ports open, you can type as many as you need as long as you separate each one with a comma (4500, 4600, 5000). If you need to specify a port range, then you can use a hyphen (-).

    To allow the DPS connection in the server, set the port number to 8098 and 8099.

    NOTE
    1. Click the Next button.
    2. Select the Allow the connection option. (Using the same step, note that you can block the connection.)
    3. Click the Next button.
    4. Select the network type to apply the rule. (Usually, you want to leave this option with the default selections.)
    5. Click the Next button.
    6. Type a descriptive name for the rule, for example, “My Inbound Rule for QuickBooks”.
    7. Lastly, click the Finish button.

    After you complete the steps, inbound connections will be allowed for the application through the port you open in the firewall.

    1. How to open outgoing port in Microsoft Defender Firewall
    1. Open Windows Security.
    2. Click Firewall & network protection.
    3. Select the Advanced settings option.
    4. Select Outbound Rules from the left navigation pane.
    5. Under the Actions section, click the New Rule option in the right pane.
    6. Select the Port option.
    7. Click the Next button.
    8. Select the appropriate protocol (TCP or UDP) depending on the application.
    9. In the Specific local ports setting, type the port number.

    To allow the DPS connection in the server, set the port number to 8098 and 8099.

    NOTE
    1. Click the Next button.
    2. Select the Allow the connection option.
    3. Click the Next button.
    4. Select the network type to apply the rule.
    5. Click the Next button.
    6. Type a descriptive name for the rule.
    7. Lastly, click the Finish button.

    After you complete the steps, outbound connections will be allowed for the application through the port you opened in the Windows firewall.

    1. How to close Firewall port on Windows 10
    1. Open Windows Security.
    2. Click Firewall & network protection.
    3. Select the Advanced settings option.
    4. Click the Inbound Rules or Outbound Rules from the left navigation pane, depending on where you open the firewall port.
    5. Under the Actions section, click the Disable Rule to close the port while keeping the rule, or click the Delete Rule option to close the port and remove the rule from the firewall.

    After you complete the steps, the application or service will no longer have access to the network or internet because it’ll be blocked by the Windows firewall.

    1. How to allow remote connections on Windows 10 using the Control Panel
    Server
    1. Click the Windows button.
    2. Then, go to Settings.
    3. On the lower left, click the remote desktop.
    4. Enable Remote Desktop.
    5. A dialog box will appear. Click the Confirm button.

    Workstations

    1. Open Control Panel.
    2. Select System and Security.
    3. Below the System section, click Allow remote access.
    4. Below the Remote Desktop section, enable Allow remote connections to this computer.
    5. Click Apply and then OK.

    Once the settings are configured, users can select one of the available clients from a different machine to remotely connect with a device.

  3. Installation of Antivirus (Kaspersky Anti-Virus)

    Before installing

    1. Check if your computer meets the system requirements for Kaspersky Anti-Virus.
    2. Check whether any applications installed on your computer are incompatible with Kaspersky Anti-Virus. We recommend removing all incompatible software to ensure that Kaspersky Anti-Virus works correctly.
    3. Close all running applications.

    Step-by-step procedure in installing Kaspersky Anti-Virus

    1. Download the Kaspersky Anti-Virus installation package from the Kaspersky website, or via the link in the email you received from us.
    2. Run the installer.
    3. Wait until the search for a newer version of the application has been completed, or click Skip.
    4. Read the End User License Agreement, and click Continue if you agree to the terms.
    5. Read the Kaspersky Security Network Statement carefully. Select the checkbox if you agree to the terms. If you don’t want to participate in the Kaspersky Security Network, clear the checkbox.
    6. Together with Kaspersky Internet Security, Kaspersky Secure Connection will be installed to ensure protected connection to the Internet.
    7. Click Install.
    8. Wait for the installation to complete. Make sure the recommended settings are enabled and click Apply.
    9. Click Done.

    Steps in activating the application

    1. In the application window, click on License: ___ days remaining.
    2. Click Enter activation code.
    3. Enter the code from the message you have received after buying the license and click Activate.
    4. Click Done. Kaspersky Anti-Virus will now be activated.

    Networking/Internet Configuration/LAN

    The following should be observed at the DPC. A video presentation on this can be found in the Day 1 subfolder of Presentations at https://bit.ly/2022CBMSDataProcessingopen in new window.

    1. Only the local server will be allowed to connect to the internet.
    2. Data processing workstations will have no internet connection.
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  1. The server should have two (2) Ethernet Ports: one (1) NIC, and one (1) onboard ethernet.
  2. The switch should be able to cater the number of PCs in the DPC, that is, the number of ports in the switch should be greater than or equal to the number of workstations plus the server.
NOTE

2.2 System Requirements

The Data Processing System or DPS is a Windows-based application, thus personal computers (PCs) with Windows operating system (OS) are needed. For efficient workflow, PCs to be used in the data processing phase of the 2022 CBMS must be capable of running the DPS and all the other applications that will be used in processing. Below are the minimum system requirements for the workstations and local servers in the Data Processing Center (DPC).

The following are the minimum specifications for the server and workstations to be used at the DPC:

COMPONENTSERVERWORKSTATION
Physical Memory (RAM)16 GB, 1 x 16 GB, DDR48 GB, 1 x 8 GB, DDR4
Processor12th Gen Intel® Core™ i7-12700 (25 MB cache, 12 cores, 20 threads, 2.10 GHz to 4.90 GHz Turbo, 65 W) (ACC)12th Generation Intel® Core™ i5-12500, 18MB cache, 6 cores, 12 threads, 3.00GHz to 4.60GHz, 65W (ACC)
Storage256 GB, M.2 2230, PCIe NVMe, SSD, Class 35256 GB, M.2 2230, PCIe NVMe, SSD, Class 35
OS NameWindows 10Windows 10
Hard Disk Drive (HDD)Additional 3.5-inch 1TB 7200 RPM Hard Disk DriveAdditional 3.5-inch 1TB 7200 RPM Hard Disk Drive

2.3 Installation Guide (CSPro, QGIS, DPS, and other relevant apps)

2.3.1 CSPro 7.7.3

  1. Visit https://www.csprousers.org/downloads/open in new window.

  2. In the Releases section, click the latest CSPro version, that is, the topmost link from the list, and the CSPro installer will be automatically downloaded. As of this writing, the latest version is 7.7.3. It is always recommended to download the latest stable version once available.

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  1. Alternatively, you may also download the CSPro installer from Google Drive in this link: https://bit.ly/DPSInstalleropen in new window.

  2. Watch the video installation guide in the same link.

  3. Once the CSPro installer is successfully downloaded, look at the bottom left corner of your browser window and you will see the downloaded CSPro installer.

  4. Right-click the installer, then select the Show in folder tab.

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  1. Your File Explorer will open showing the downloaded file. Right-click on it and the Run as administrator tab.
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  1. A User Account Control pop-up window will show requesting for admin permission; click Yes to proceed.

  2. The installation wizard will show. Click I Agree > Next > Install in this sequence (no need to change the default options) and wait for the installation to finish.

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  1. After the installation is completed, click the Finish option and a shortcut icon will be created on your Desktop.
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2.3.2 QGIS 3.22

  1. Visit https://qgis.org/en/site/forusers/download.htmlopen in new window to download the QGIS installer.

  2. In the Installation Downloads section, click the Looking for the most stable version? Get QGIS 3.22 LTR link, and the QGIS installer will be automatically downloaded.

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  1. Alternatively, you may also download the QGIS installer from Google Drive in this link: https://bit.ly/DPSInstalleropen in new window.

  2. Watch the video installation guide in the same link.

  3. Once the QGIS installer is successfully downloaded, look at the bottom left corner of your browser window and you will see the downloaded QGIS installer.

  4. Right-click the installer, then select the Show in folder tab.

  5. Your File Explorer will open showing the downloaded file. Right-click on it and click the Install tab.

  6. A User Account Control pop-up window will show requesting for admin permission; click Yes to proceed.

  7. Then, the installation wizard will show.

  8. Once the installation wizard is displayed, click Next > I Accept the terms in the License Agreement > Next > Install, in this sequence (no need to change the default options) and wait for the installation to finish.

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  1. After the installation is completed, click Finish and a shortcut icon will be created on your Desktop.
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2.3.3 Java

  1. Right-click on the provided installer and select Run as administrator.
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  1. A pop-up will appear asking for permission to make changes. Click the Yes button.

  2. A setup window will then appear, click the Install button, and wait for the installation to be completed.

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  1. After successful installation, click the Close button.

2.3.4 R

The following are the instructions in installing R:

  1. Download the installer at https://cran.r-project.org/bin/windows/base/open in new window. Choose the latest stable 64-bit version to download.
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  1. Right-click on the downloaded installer and select Run as administrator.
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  1. A pop-up will appear asking for permission to make changes. Click the Yes button.

  2. A dialogue box will appear asking for the language to be used during installation. Select preferred language then click the Next button.

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  1. The end-user license agreement will be displayed. Click the Next button.
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  1. Accept the default installation path (C:\Program Files\R\<R version>). Then, click the Next button.
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  1. Two (2) windows will prompt asking for the installation of components and customization of startup options. Maintain the default options and click the Next button for both.
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  1. A confirmation will appear upon successful installation. Click the Finish button.
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2.3.5 RStudio

Installation

  1. Download the latest stable version of RStudio Windows installer at https://www.rstudio.com/products/rstudio/download/#downloadopen in new window.
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  1. Right-click on the downloaded installer and select Run as administrator.
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  1. A pop-up will appear asking for permission to make changes. Click the Yes button.

  2. The installation wizard will appear. Click the Next button.

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  1. Accept the default installation path (C:\Program Files\RStudio). Then, click the Next button.
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  1. Another window will prompt asking for the Start Menu Folder. Maintain the default option and click the Install button.
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  1. Installation will then proceed. Wait for it to finish.
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  1. A confirmation that the RStudio has been installed to your PC will be displayed upon successful setup. Click Finish.
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If this is your first time installing RStudio, you need to launch it at least once after installation to initialize the and configure the path of R package installation.

IMPORTANT

2.3.6 RCBMS

  1. Download the installer here: https://bit.ly/rcbmsopen in new window. After downloading, right-click and select Run as administrator.
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  1. A pop-up will appear asking for permission to make changes. Click the Yes button.

  2. Accept the default installation path and proceed by clicking Install.

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  1. A confirmation box will then appear indicating the successful installation of the R-CBMS. Click Finish.

2.3.7 Visual C++ Redistributable

  1. Right-click on the provided installer and select Run as administrator.
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  1. A pop-up will appear asking for permission to make changes. Click the Yes button.

  2. Set up will begin. Tick I agree to the license terms and conditions then click Install. Installation will proceed. Wait for it to be completed.

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  1. Upon successful setup, a confirmation box will appear. Click the Close button.

2.3.8 CBMS Data Processing System

Installation

  1. In the server, download the CBMS DPS installer from Google Drive in this link: https://bit.ly/DPSInstalleropen in new window.

  2. Right-click on the downloaded installer and select Run as administrator.

  3. A pop-up will appear asking for permission to make changes. Click the Yes button.

  4. Select Install for all users (recommended).

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  1. For the succeeding windows, click Next > (tick) Create a desktop shortcut and Next > Install in this sequence (no need to change the default options) and wait for the installation to finish.

Device Registration

All workstations should be registered for the use of the DPS. To register a PC workstation, follow the instructions below:

  1. Run first the CBMS API on the server.
  2. Proceed to open the CBMS jar file (Client) in the workstation to be registered.
  3. A window will appear displaying the QR code of the device.
  4. Scan the QR code using the CBMS Mobile App in the TS/CAS/HCAS/PSO tablet (Same procedure of registering tablets during data collection)
  5. In the mobile app, upload the device info. (Same procedure of uploading tablet info during data collection)
  6. Exit the window by clicking on it then pressing the Esc button in the keyboard or right clicking on the Java icon in the taskbar and clicking on Close window.

The device will then be registered in the MIS and will be able to access the DPS by re-opening the Client jar file. This time, the login window will be displayed.

Setup

  • Set the sleep settings of the server PC to ‘Never’.

  • For every workstation:

  1. copy and paste the downloaded Client folder (containing jar file and text file) in the Desktop folder; and

  2. reflect in the text file the IP address of the server and save changes.

  • To use the DPS, run first the CBMS API on the server. Then, proceed to opening the CBMS jar file (Client) in the workstation/s. The data processing personnel may now log in using their credentials.

  • Before exiting the CBMS API when the working day ends, ensure that all of the data processing personnel have logged out in the DPS and finished working. Otherwise, edits/changes made will not be reflected since the connection will be cut.

Server PCs should not be used as workstation PCs during actual data and map processing activities using the DPS. Supervisors (PFP / ISA / SS II / Shift Supervisors) may work on any authorized workstation PC.

REMINDER

Installing Updates

There will be three types of updates for the DPS:

  • Server API - updates will be pushed and a dialog box will prompt upon login of PFP/HCAS (if satellite DPC at the LGU)

    The following are the instructions in updating the server API:

    • When there is an update, the dialog box below will prompt.
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    Check if there are ongoing DPS-related activities in the DPC. If so, select No and wait for the users to finish their activities. Then, ask them to log out of their accounts. Otherwise, click the Yes button and wait for the update to be downloaded.

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    • Another dialog box will appear after downloading the updates. Click the OK button.
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    • Wait for the updates to be applied and the server to be responsive then continue the data processing activities.
  • CLIENT jar file - another file will be provided if there will be updates

  • Data Entry and/or Data Validation - updates will be pushed and will be reflected automatically when opening DE/DV modules

CBSS will be issuing advisories regarding updates.


Uninstallation of DPS Test Version and Deletion of Related Folders

When performing the actual data processing operations, the PSOs shall use the Data Processing System (DPS) prod version. Thus, it is necessary to uninstall the version that was used for the training and delete all test data files. The following are the procedures in performing the said activities:

  1. How to Uninstall the DPS Test Version
    1. In the server, go to C:\cbms-dps and locate the application to be used for the uninstallation.

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    2. Double-click on unins000 application, and click the Yes button when asked for permission for the application to make changes on the PC.

    3. A dialog box verifying the uninstallation will then appear. Click the Yes button.

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    4. Another window will confirm the uninstallation. Type Y then press Enter.

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    5. Wait for the uninstallation to be completed then click on the OK button when a dialog box appears notifying that the DPS test version was removed successfully.

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  2. How to Delete DPS-related Folders and Files
    1. Before deleting all DPS-related folders and files, ensure that the following apps are not running in the background:
    • Apache
    • Java DPS App
    • MySql

    These apps can be closed using the Task Manager (select these apps then click on the End task button) or Command Prompt (type taskkill /F -im httpd.exe -im mysqld.exe -im javaw.exe then press Enter).

    1. Proceed to deleting the following folders located in the C drive:

    Server

    • cbms-dps
    • PSA SYSTEMS FOLDER

    Workstation

    • CBMS-LOCAL-FILES

    NOTE:   If the PC was used both as server and workstation, delete the three (3) folders cited above.

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Troubleshooting Guide

  • Activities such as downloading and uploading require internet connection. If you are experiencing technical difficulties, check if you have a stable internet connection.

  • If there are accounts that can’t be logged in after several attempts, please verify if the credentials exist in the MIS. Check also if the right username and password are being entered.

  • In case the program is not responding, i.e., the program crashed, you may try any of the following:

    • Close other non-DPS/DPS-related applications that are computationally intensive to allocate sufficient memory for the DPS application suites;

    • Force exit the program by ending the process in the Task Manager (press Ctrl + Alt + Delete). Select the Java (TM) Platform SE binary, then click End Task; or

    • Restart your PC or laptop.

  • Some applications may take a while to load, especially on a slower machine. Please refer to the minimum technical requirements of DPS to avoid this issue.

  • If the error “Local Server API is offline” occurs, check the following:

    • if the API in the server is running
      • This can be checked by clicking on the system tray in the lower right-hand corner of the server. If there is a CBMS icon in the tray, then the API is already running. If there is no CBMS icon, go to C:\cbms-dps and double-click on the serverapi jar file.
    • if the workstation is connected to the server
      • This can be checked by pinging the server. To do so, open Command Prompt then type ping *IP address of the server*. It is connected when it receives a reply upon pinging. If not connected, check LAN connection/cable or firewall settings.
    • if the correct IP address of the server is reflected in dps.properties text file
      • This can be checked by opening the said text file and verifying the indicated address
  • If the error “User is currently logged in” occurs, then the account was not properly logged out of the DPS. To reset the status, log in to the DPS using the account of PFP/HCAS/ISA then go to the Utilities module. Click the Summary of Users tab. Right-click on the user account to be logged out then click Logout?.

  • If a window stating “Couldn’t find Edge installation. Do you have a version installed that’s compatible with this WebView2 SDK version?” appears, logout first in DPS then download the MicrosoftEdgeWebView2RuntimeInstaller at https://bit.ly/DPSInstalleropen in new window then install it. This should solve the issue.


2.4 DPS Modules

The following are the modules in the DPS:

  • Home - displays the name of the application, the region and province where the user is from. It also shows the name and designation of the user

  • Workload Management - has three (3) submodules namely: Receipt and Control, Assign, and Processed

    • Receipt and Control - reflects the number of downloaded CAPI forms per EA, the number of PAPI forms and the status of each EA file. This is where to add the number of PAPI forms to be encoded and to re-assign processed workload
    • Assign - where to assign a workload
    • Processed - where to accept a workload
  • Data Entry - where to encode HPQ PAPI, modify entries with errors or inconsistencies and generate notes

  • Data Validation - where to generate error list, run completeness check, generate Form 1, and other validation checks for Form 3 and shapefiles

  • Tabulation - where to generate marginal, consistency and output tables

  • Utilities - has four submodules namely Download Workload, Download Data, Upload and Summary of Users

    • Download Workload - where to download the workload/EARF reflecting the areas to be processed up to the EA level. This is also where the Form 4s can be downloaded.
    • Download Data - where to download the Forms 2 and 3 and shapefiles for each EA
    • Upload - where to upload processed data files
    • Summary of Users - displays the list of DPS users in the DPC. This is where the supervisors can reset the login status of the DPS users.

    If a specific user does not appear in this tab, then that user has not yet logged in to any workstation in the DPC.

  • Progress Report - displays the percentage of unassigned, assigned, returned, certified and uploaded EA. It also reflects the status of each EA in the province.

  • Form 4 - this is where to manage BPQ workload (assigning, accepting, uploading, and monitoring of activities on the BPQ)

  • Help - this is where to access reference files and manuals that will aid DPS users in processing data and map files


2.5 User Management

The following are the steps in creating the data processing personnel accounts in the MIS:

  1. In Google Chrome, log in to the MIS using the PSO account.
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    Using Google Chrome is encouraged when accessing MIS since using a different browser may lead to difficulty in loading/non-loading of choices in dropdowns when creating DPS user accounts.
    NOTE
  2. Go to the Personnel module and click the Add Personnel button.
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  3. Fill out all the fields by encoding the Full Name of the personnel and contact information and indicating his/her address and role and then click the Save button.
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    In creating personnel accounts, use only the areas (cities/ municipalities) to be processed in the field for Municipality.

    Ex.: If the PSO will process five (5) cities/municipalities, consider only these areas in the Municipality field. Indicate the correct address of the personnel in the Address field.
    NOTE
  4. After saving the personnel information, the account will then be registered. Check if it is reflected in the appropriate tab (based on his/her position). Newly created accounts can be found at the top of the list of personnel.
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    The generated USERNAME can now be provided to the personnel. He/she will receive an OTP which he/she can use in logging in to the DPS. The OTP is valid for one (1) day only.
    In creating accounts for the Shift Supervisor and Statistical Specialist II, indicate ISA in the role field.
    NOTE
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