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EUROPEAN COMMISION
DIRECTORATE-GENERAL INFORMATICS
Open Source e-PRIOR Pre-Award 2.0
Release NotesInstallation Guide
Open Source e-PRIOR Pre-Award 2.0 Date: 06/05/23
Author(s): DIGIT B4 – e-Procurement
Reviewed by:
Approved by:
Version: 12.00
CONTENTS
1. INTRODUCTION .......................................................................................................................... 2
1.1. PURPOSE .................................................................................................................................. 2 1.2. REFERENCES ............................................................................................................................ 2 1.3. OVERVIEW ................................................................................................................................ 2
2. INSTALLATION STEPS .................................................................................................................. 2
2.1. ECONOMIC OPERATOR AND CONTRACTING AUTHORITY ENVIRONMENT ............................... 2 2.2. SYSTEM SERVERS ..................................................................................................................... 3
1. INTRODUCTION .......................................................................................................................... 2
1.1. RELEASE DETAILS ........................................................................................................................... 2 1.2. PREREQUISITES ............................................................................................................................. 2
2. AVAILABILITY AND DESCRIPTION ................................................................................................2
2.1. PACKAGE OVERVIEW ..................................................................................................................... 2 2.1.1. e-Submission new features ..................................................................................................22.1.2. e-Evaluation and e-Awarding new modules ........................................................................3
2.2. DETAILED DESCRIPTION .................................................................................................................. 3 2.2.1. Supplier Portal .....................................................................................................................32.2.1. e-Submission Front-Office applet .........................................................................................42.2.2. Pre-Award Back-Office .........................................................................................................52.2.3. Known limitations ................................................................................................................7
3. DOCUMENTATION ...................................................................................................................... 8
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1. INTRODUCTION
[1.1.] Release detailsPurpose
This document provides a comprehensive installation guide of the open source version of ePRIOR pre-award e-Submission module.Open Source e-PRIOR Pre-Award 2.0 was released on March 31st, 2016. This release includes the modules
- Supplier Portal- e-Submission front-Office (a.k.a. SPOTS)- e-Submission Back-Office (a.k.a. CUBE)- Open e-PRIOR
This release is based on the standard UBL (Universal Business Language) 2.1 PRD 2 for the exchange of communication
[1.2.] PrerequisitesReferences
# Document Contents outline
[REF1] ePRIOR Pre-Award – e-Submission module – Open Source Software Architecture Document
JBoss AS 7.1.1.Final is included in the full distribution. MySQL Server, version 5.6.19 or higher can be used.
1.1. Overview
An introduction to e-PRIOR pre-award e-Submission module can be found in [REF1].
After summarizing the architecture, we provide a step by step installation procedure.
[2.] AVAILABILITY AND DESCRIPTION [2.1.] Package Overview
The distribution package is available here: https://joinup.ec.europa.eu/svn/openeprior/branches/V_2_0_0_PRE_AWARD/
Business processes covered on this release: Enhanced support of Submissions of Tender for Open Procedures Limited support (building blocks) of "restricted" procedures, "negotiated" procedures
and "calls for expression of interest". Further implementation is required. A more complete support of the above-listed procedures is under development.
Evaluation of Tenders: data entry of evaluation results and exchange with the economic operators
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Awarding of Tenderers: data entry of awarding results and notification to economic operators
[2.1.1.] e-Submission new features
system compliant with Directive 2014/24/EU GUI for the module used by the Economic Operators to submit tenders is now
multilingual (24 EU official languages) it allows Call for Tenders without lots and with lots. If lots, it allows submission of:
o Only one loto One or more lotso All lots
improved clarity of messages provided by the system to the Economic Operator improved auto-save function when composing the tender the system requires to include in the tender bundle, either for the sole tenderer or for
each member of a consortium, a Declaration on Honour (self-declaration that reduces the burden for the Economic Operators who can avoid to provide all the evidences at submission time)
reduced time required to submit a consolidated tender bundle back-up copies of the submitted tender are stored on the local workstation of the
Economic Operator opening Session decryption process has been improved (2 step decryption) at Opening Session time user can now add, edit, delete and review remarks to received
Tenders improved handling of tenders received after receipt time limit (protected) support of "lowest price" award criteria (prices are shown during Opening Session) improved report produced at the end of the Opening Session improved download of received tender bundles (ZIP structure is now more intuitive
and easier to manage) the system blocks the Closing of the Opening Session if not all the Tenderers have
being deemed admissible or inadmissible improved short-list management to allow feeding the Evaluation step improved Mailbox management for the Economic Operator (messages related to the
submission are more clearly grouped and the GUI is more intuitive) support of 2 step submission (mechanism required to support Restricted Procedures,
Negotiated Procedures, Call for Expression of Interests, DPS): it allows submitting first qualifications info (subject to Evaluation to reduce the participants to the second step) and then the tenders in a subsequent submission round (for the Economic Operators whose qualifications in the short list at the end of the first step)
[2.1.2.] e-Evaluation and e-Awarding new modules
The system allows now to: request for evidences and clarifications introduce the results of the evaluation, Introduce the results of the awarding, Prepare and send awarding notifications
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Send/Receive requests for information before the standstill period (requests issued by Economic Operators after the award notification).
[2.2.] Detailed Description
[2.2.1.] Supplier Portal
This portal is website application where the Pre-Award Front-Office (see also "e-Submission Front-Office applet" below) module is instantiated and contains a number of additional features.
Notification email the system now generates a notification email to the user when the Tender receipt is
available on the mailbox
New Exchanges supported read requests for clarifications from the Contracting Authority during the Evaluation
step reply to the request for clarification and attach supporting attachment documents
(Evaluation step) read requests for evidences from the Contracting Authority during the Evaluation and
Awarding steps reply to the request for evidences and attach supporting attachment documents
(Evaluation and Awarding steps) Send/Receive requests for information before the standstill period (requests issued by
Economic Operators after the award notification).
[2.2.1.] e-Submission Front-Office applet
The e-Submission Front-Office applet component (aka SPOTS), is instantiated within the Supplier Portal to allow Economic Operators to fill in and submit their tenders, and within e-Submission Back-Office (aka CUBE) to allow Contracting Authorities to "preview" the forms that the Economic Operator has to fill to reply to a call for tender.
This version includes the following new or improved features: support of two steps procedures improved built-in verifications improved entering data forms improved save, load and validate tenders functions read and send Tender Clarifications
Support of two steps procedures The application supports now 2 step submission (mechanism required to support
Restricted Procedures, Negotiated Procedures, Call for Expression of Interests, DPS): it
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allows submitting first qualifications info (subject to Evaluation to reduce the participants to the second step) and then the tenders in a subsequent submission round (for the Economic Operators whose qualifications in the short list at the end of the first step)
New Built-in verifications verification of the Call for Tenders XML sealing via integration with an eSignature
Service (external to the application, not included in the package), to ensure the Call for Tenders content is valid
a warning is displayed when a new version of a Call for Tender has been released (e.g. Corrigendum), and the system will update the information of the Call for Tender according to the changes of the new version
automatic check if the user is opening the application from a bookmark (reduce risk to point to an obsolete version/corrigendum)
New Enter Form Data features multi-language support, all 24 official languages of the EU the system now requires that the Declaration on honour is attached
o It requires to include in the tender bundle, either for the sole tenderer or for each member of a consortium, a Declaration on Honour (self-declaration that reduces the burden for the Economic Operators who can avoid to provide all the evidences at submission time)
It allows attachment of supporting documents also on the new Selection Criteria: Capacity to pursue the Professional activity
Improved save, load and validation draft tenders view the summary of the attachments open a draft tender:
o Resume the work of a draft tender.o As "read-only" if the Tender has been submitted.o To create a new tender based on a tender previously submitted.
improved validations when opening a draft tender, to detect possible errors auto-creation of a back-up draft tender
Improved Submit Tender function improved performance of submission of Tenders
[2.2.2.] Pre-Award Back-Office
The Pre Award Back-Office (aka CUBE) is integrated via an interface with an e-Access system in charge of the publication of the Call for Tenders and the management of the Questions & Answers related to the procurement procedure.It allows Contracting Authorities to preview Tender input screens as will be seen by the Economic Operators in the e-Submission Front-Office, transmitting to the Front Office the XML template associated to the Call For Tenders that the Economic Template has to fill, to open tenders during the opening session and introduce the results of evaluation, to interact with the
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Economic Operators during the Evaluation and Awarding steps (request for clarifications, request for evidences, notify award, request/reply to information between the award notification and the standstill period.
This version includes the following new/improved features:
Improved security The system applies an e-sealing on the Call for Tender XML to guarantee the integrity
thatof the content (including the public key to be used to encrypt the tenders)is valid..
Improved Search and View Call For Tenders now it's easier to search, key words can be put instead of all the Call for Tender
Reference improved screen layout and user experience
Improved browsing of received Tenders (Opening Session) The application supports now 2 step submission required by 2-step procedures (eg:
Restricted Procedures, Negotiated Procedures, Call for Expression of Interests, DPS): it allows receiving first qualifications info (subject to Evaluation to reduce the participants to the second step) and then the tenders in a subsequent Opening Session round (for the Economic Operators whose qualifications in the short list at the end of the first step)
it displays the Tenders received with the following information: Name of the Tenderer, including Consortium members (if applicable) if Awarding Criteria is "Lowest Price", the system will show the price
the system now marks in red Tenders submitted after deadline open Tenders with a 2 step decryption the user can now edit, delete and review remarks to Tenders the system now hides the information of Tenders if submitted after the deadline in case a late tender is marked admissible, the system now requests to add a remark to
justify the reasons why the Tender was admitted despite being late improved screen layout and user experience
Improved download of Tenders / Qualifications the user can download only admissible Tenders (or Qualifications in case of step 1 of 2-
step procedures) the system now blocks the download of Tenders (or Qualifications in case of step 1 of
2-step procedures) that are marked as "Inadmissible" the system downloads Tender (or Qualifications in case of step 1 of 2-step procedures)
in a zip file with an improved structure
Improved Opening Report and closing the Session the user can close the Opening Session only after all Tenders are deemed admissible or
inadmissible
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the system blocks the Closing of the Opening Session if not all the Tenderers have being deemed admissible or inadmissible
Enter results of the evaluation of Tenders / Qualifications introduce the results of the evaluation starting from the shortlist initialized at the end
of the Opening Session and request for clarifications and evidences introduce the evaluation results for each of the Tenders marked as admissible possibility to add results on:
o exclusion criteria,o capacity and professional activity,o technical and Professional capacity,o economic and financial capacity,o overall qualification result,o qualification evaluation date,o tender score,o evaluation rank,o Tender evaluation date,
add, edit and remove remarks to tenders request for tender clarifications and request of evidences set a due date for Reply for requests for tender clarifications and evidences, consult the exchanges of communication with the Economic, Operator (request for
clarifications and request of Evidences) the system marks if a reply from the Economic Operator was received after the Due
date save the results close the evaluation after the evaluation is finished see the results of the evaluation as "read-only mode" after the closing of the
evaluation
Awarding of Tenderers rank awarded Contracting Authorities select the winner(s) add, edit, delete and review remarks request for Evidences read the exchanges of communication with the Economic save the Results close the awarding process see the results of the awarding as "read-only mode" after the closing of the awarding
Prepare and Send Awarding Notifications prepare the awarding notification set a stand still period end date add attachments
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save notifications send notification reply to information issued by Economic Operators between the award notification
and the standstill period consult the exchanges of communication with the Economic
Development of Building Blocks/Service for support of DPS and e-Auction eQualification (step 1 in two step procedures during which the qualifications required
to be admitted to the DPS and to the e-Auction rounds are to be submitted to the Contracting Authority)
shortlist management sub-system allowing to manage the shortlist for a procurement procedure (it could be then adapted /extended to be used also for DPS, its related individual procedures and for e-Auction rounds)
submission process following eQualification step that can be instantiated for the individual procedures related to the DPS
opening Session function the Evaluation and the Awarding modules with support exchanges with Economic
Operators (to send Requests For Clarifications, Requests For Evidences and Award Notifications to Economic Operators and to consult their replies)
[2.2.3.] Known limitations
This section provides information about issues encountered during the test phase or lists restrictions due to the default configuration.
Open items related to Supplier Portal and e-Submission Front-Office (SPOTS): Compatibility issue on Win 8.1 using surface (issue ID 3521) Java6 not running on W8.1/W7 anymore (IE11 and GC41/42) (issue ID 3526) Timeout not occurring overnight in IE and FF - user can continue to work - but gets an
exception when submitting (issue ID 3717) Cross Platform Ubuntu: it's possible to continue work on a saved session that is a few
days old (issue ID 3480) Invalid value for Time zone field stopping the consolidation (issue ID 3189) Timeout not reached in FF / IE (in FF Ubuntu similarities and differences (issue ID
3416) No error mgs in case of disabled java plugin in IE (issue ID 3744) Cosmetics issues in Linux Ubuntu - Java8 (issue ID 3028)
Open items related to Pre-Award Back-Office (CUBE): Time zone in CUBE is always CEST (issue ID 8915) If there are no Awarding Notifications to send, CUBE should give a clear message
(issue ID 9130) Improve landing screen after Closing the opening session (issue ID 9149) Put the search fields empty when we go to the Tasks (issue ID 3400)
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Cancelled lots may not be treated like active lots in the CfT workflow (issue ID 9121) Display the prices in the case of low prices regardless of the grouping (issue ID 6792) Add extra checks for selecting Overall Qualification Result attribute (issue ID 9019) Rules for the Qualification Evaluation Date and Tender Evaluation Date (issue ID 9020) Add a specific section on the "Tender Receipt" for the Declaration on Honour (issue ID
9049) Make CUBE robust enough to avoid exceptions and interrupt the Opening Session
execution (issue ID 8845) Add a friendly page in case the user doesn't have access to CUBE (issue ID 9017) Have a “Previous” button that allows to go to the previous tenderer (issue ID 7240) Implement compatibility checks when launching the preview in CUBE (issue ID 7224)
Open items related to Open e-PRIOR:No known issues or limitations
[3.] DOCUMENTATION INSTALLATION STEPS 1.2. Economic Operator and Contracting Authority
environment
These environments must have an Internet browser compatible with Java.
Java 1.7 (32 or 64 bits) must be installed.
Please visit the following web site:
http://www.java.com/fr/download/
An important note: Java installer is generally a small executable that downloads from the Internet several files. This "online" installer is not compatible with Internet proxies that are generally installed in enterprises for security reasons. An "offline" installer, larger in size, is available via the link
http://www.java.com/fr/download/manual.jsp
The description of the Open e-PRIOR project can be found at the following address: https://joinup.ec.europa.eu/software/openeprior/description
Any questions or issues can be reported via the forum: https://joinup.ec.europa.eu/software/openeprior/forum/all
or via email: [email protected]
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The Pre-Award open version release is available on Joinup at the following address: https://joinup.ec.europa.eu/software/openeprior/release/all
The SVN repository of Pre-Award can be accessed at the following address:https://joinup.ec.europa.eu/svn/openeprior/branches/V_2_0_0_PRE_AWARD/
Full list of functionalities
[3.1.] System servers
1. Install JAVA 7
See § Error: Reference source not found.
The following environment variable should be adapted according to the installation (the following example is provided for Windows configuration, small adaptations are necessary on other operating systems):
Set JAVA_HOME=path to the java folder (e.g. C:\Program Files (x86)\Java\jre7)
Set PATH=% JAVA_HOME %/bin;%PATH%
Download from the following SVN URL
https://joinup.ec.europa.eu/svn/openeprior/branches/V_2_0_0_PRE_AWARD/Implementation/CUBE/Sources/CubeEAR/EarContent/lib/
The files:
bcmail-jdk16-1.46.jar
bcprov-jdk16-1.46.jar
bctsp-jdk16-1.46.jar
Copy them into JAVA_HOME/jre/lib/ext/ folder
Edit the java.security file in the JAVA_HOME/jre\lib\security folder and add the following line:
security.provider.n=org.bouncycastle.jce.provider.BouncyCastleProvider
Where n is the order of preference to be used by the server when evaluating security providers (e.g. the latest existing value for the providers plus one).
2. Install MySQL 5 database
Please visit the web site http://dev.mysql.com/downloads/mysql/
Download windows installer for MySQL Community Server Installer 5.7.
Install the database and all its utilities.
Choose a root password while installing and keep it in mind. This will be required when configuring JBoss data source.
3. Install JBoss server
Please visit the web site https://www.jboss.org/jbossas/downloads
We recommend downloading version 7.1.1 final. It is a zip file.
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Unzip the file to a specific folder (that we'll call JBOSS_FOLDER in the following description)
4. Create databases
Using MySQL workbench create a database with name 'ccms'.
Run table scripts:
From SVN URL: https://joinup.ec.europa.eu/svn/openeprior/branches/V_2_0_0_PRE_AWARD/Implementation/CUBE/Configuration/DB_MYSQL_SCRIPTS/
ddl_tables_mysql.sql to create the database structure
dml_insert_mysql_open.sql to populate the database with basic configuration
From SVN URL:
https://webgate.ec.europa.eu/CITnet/svn/CUBE/trunk/03-Development/0003%20Analysis%20&%20Design/002%20Database%20Scripts
5. Configure JBoss
Download the standalone-full.xml file from the SVN URL
https://joinup.ec.europa.eu/svn/openeprior/branches/V_2_0_0_PRE_AWARD/Implementation/Environment/JBOSS_AS7/
Copy this file into
JBOSS_FOLDER\standalone\configuration
Edit the file, go to the data sources section and adapt the configuration to point to your PREAWARD_DB_FOLDER folder. The java:/cubeDs, java:/eTrustExDs and java:/epcsJndi datasources should be adapted to use a correct connection-url pointing to the PREAWARD_DB_FOLDER folder.
Download the standalone.conf.bat file from the same SVN URL.
Copy that file into JBOSS_FOLDER\bin
6. Deploy application components
Download the files from:
https://joinup.ec.europa.eu/svn/openeprior/branches/V_2_0_0_PRE_AWARD/Implementation/EPRIOR/Binaries
https://joinup.ec.europa.eu/svn/openeprior/branches/V_2_0_0_PRE_AWARD/Implementation/CUBE/Binaries/
https://joinup.ec.europa.eu/svn/openeprior/branches/V_2_0_0_PRE_AWARD/Implementation/SUPPLIER_PORTAL/Binaries
Copy all these files into
JBOSS_FOLDER\standalone\deployment
7. Start database
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Before starting JBoss server, the MySQL 5 database must always be started.
8. Start JBoss
Execute the following command (for Windows environment, please adapt for other operating systems) into JBOSS_FOLDER\bin
standalone.bat --server-config standalone-full.xml
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