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SOS Administration Guide
2023 Update 1.0 (8.1.1)
January 30, 2024
TABLE OF CONTENTS
1 Overview of SOS Administration 1
1.1 How Hardware Configuration Management Works . . . . . . . . . . . . . . 1
1.2 Documentation and Support . . . . . . . . . . . . . . . . . . . . . . . . . . 2
2 Software Installation and Licensing 3
2.1 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2.2 Downloading and Installing the Software . . . . . . . . . . . . . . . . . . . 5
2.2.1 Downloading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.2.2 Installing the Software on Linux . . . . . . . . . . . . . . . . . . . . . 5
2.2.3 Post-Installation Steps for Linux (Full Installation) . . . . . . . . . . . 10
2.2.4 Installation Considerations for Multiple Linux Versions . . . . . . . . 13
2.2.5 Post-Installation Steps for the Standalone VDD Utility . . . . . . . . 13
2.2.6 Installing the Software on Windows . . . . . . . . . . . . . . . . . . 14
2.3 Upgrading to a New Release of SOS . . . . . . . . . . . . . . . . . . . . . . 19
2.3.1 Upgrading Linux Installations with SOS Minor Revisions . . . . . . . 20
2.3.2 Upgrading Linux Installations from SOS 6 to SOS 7 . . . . . . . . . . 21
2.3.3 Upgrading Windows Installations . . . . . . . . . . . . . . . . . . . . 24
2.3.4 Post-Installation Steps for Upgrading to Version 7.10 . . . . . . . . 25
2.4 Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
2.4.1 Obtaining License Keys from Cliosoft . . . . . . . . . . . . . . . . . 33
2.4.2 About the Cliosoft License File . . . . . . . . . . . . . . . . . . . . . 35
2.4.3 Specifying a Port Number . . . . . . . . . . . . . . . . . . . . . . . . 38
2.4.4 Setting the License Server Environment Variable . . . . . . . . . . . 39
2.4.5 Configuring Licensing for Linux . . . . . . . . . . . . . . . . . . . . . 39
2.4.6 Configuring Licensing for Windows . . . . . . . . . . . . . . . . . . 40
2.5 Verifying the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
2.6 Integrating SOS with Your CAD System . . . . . . . . . . . . . . . . . . . . 43
2.6.1 Integration with Keysight ADS . . . . . . . . . . . . . . . . . . . . . 43
2.6.2 Integration with Cadence Virtuoso . . . . . . . . . . . . . . . . . . . 43
2.6.3 Integration with Mentor Pyxis . . . . . . . . . . . . . . . . . . . . . . 47
2.6.4 Integration with MatLab . . . . . . . . . . . . . . . . . . . . . . . . . 47
2.6.5 Integration with Synopsys Custom Compiler . . . . . . . . . . . . . 48
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2.6.6 Integration with Synopsys Opto Compiler . . . . . . . . . . . . . . . 49
2.6.7 Optional Features of Synopsys Custom Compiler and Opto Com-
piler Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
2.6.8 Integration with Synopsys Laker . . . . . . . . . . . . . . . . . . . . 54
2.7 Installing and Configuring the SOS Web Client . . . . . . . . . . . . . . . . 54
3 Setting Up SOS Servers and Projects 55
3.1 About SOS Servers, Clients, Projects, and Work Areas . . . . . . . . . . . . 55
3.2 Maximizing Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
3.3 Planning for Multiple Projects and Sites . . . . . . . . . . . . . . . . . . . . 59
3.4 Organizing Project Data on File Servers . . . . . . . . . . . . . . . . . . . . 59
3.5 Data Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
3.6 Using the SOS Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
3.7 Setting Up an SOS Service . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
3.7.1 Configuring a Primary Daemon and its Local Cache Daemon . . . . 62
3.7.2 Setting Up a New Service at a Remote Site . . . . . . . . . . . . . . 65
3.7.3 Connecting Multiple Primary Servers to a Single Cache Server . . . 66
3.7.4 Adjusting the Advanced Primary and Cache Server Settings . . . . . 67
3.7.5 Adjusting Server Parameters . . . . . . . . . . . . . . . . . . . . . . 70
3.7.6 Accessing Linux Servers from Windows Clients . . . . . . . . . . . . 70
3.7.7 Starting the SOS Servers Automatically . . . . . . . . . . . . . . . . 71
3.7.8 Configuring SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
3.7.9 Configuring Client Authentication . . . . . . . . . . . . . . . . . . . 73
3.7.10 Enabling and Administering the SOS Web Interface . . . . . . . . . 75
3.8 Replicating an SOS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
3.8.1 Configuring a primary server . . . . . . . . . . . . . . . . . . . . . . 76
3.8.2 Adding the URL of the replication site to the primary site and vice
versa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
3.8.3 Adding a replication server to a site . . . . . . . . . . . . . . . . . . 78
3.8.4 Starting the replication server . . . . . . . . . . . . . . . . . . . . . . 80
3.8.5 Promoting a replication server to become a primary server . . . . . 84
3.8.6 Demoting the primary server . . . . . . . . . . . . . . . . . . . . . . 87
3.9 Access Control Lists (ACLs) for sosmgr . . . . . . . . . . . . . . . . . . . . . 89
3.9.1 ACL Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . 90
3.9.2 Example ACL Configuration Files . . . . . . . . . . . . . . . . . . . . 90
3.9.3 Loading an ACL file . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
3.9.4 Dumping an ACL file . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
3.10 Creating and Updating Projects . . . . . . . . . . . . . . . . . . . . . . . . . 92
3.10.1 Defining a New Project . . . . . . . . . . . . . . . . . . . . . . . . . 92
3.10.2 Migrating SOS 6 Projects to SOS 7 . . . . . . . . . . . . . . . . . . . 93
3.10.3 Incrementally Updating Imported SOS 6 Projects . . . . . . . . . . . 94
3.10.4 Adding Files to a Project . . . . . . . . . . . . . . . . . . . . . . . . 94
4 Conguring Projects 103
4.1 Overview of the Server Configuration File . . . . . . . . . . . . . . . . . . . 103
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4.1.1 Selecting the Server Configuration File to Read . . . . . . . . . . . . 104
4.2 Working With Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . 104
4.2.1 Editing the Configuration Files Using SOS Manager . . . . . . . . . 104
4.2.2 Configuration File Locations . . . . . . . . . . . . . . . . . . . . . . 105
4.2.3 Configuration File Format . . . . . . . . . . . . . . . . . . . . . . . . 106
4.2.4 Configuration File Templates . . . . . . . . . . . . . . . . . . . . . . 106
4.2.5 Customizing Configuration Files with SOS Manager . . . . . . . . . 108
4.3 Setting Project Access Controls . . . . . . . . . . . . . . . . . . . . . . . . . 109
4.3.1 Host-Based Access Control in SOSAdmin . . . . . . . . . . . . . . . 110
4.3.2 Configuration File Example for Access Control . . . . . . . . . . . . 111
4.3.3 Global and Default Access Controls . . . . . . . . . . . . . . . . . . 115
4.3.4 Access Control Best Practices for Virtuoso Data . . . . . . . . . . . . 116
4.3.5 Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
4.3.6 Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
4.3.7 Managing umask and Linux Permissions . . . . . . . . . . . . . . . . 125
4.4 Setting the Default Revision Search Order, Populate, Root Directory,
Branch, and Work Area UMASK Options . . . . . . . . . . . . . . . . . . . . 126
4.4.1 Revision Search Order . . . . . . . . . . . . . . . . . . . . . . . . . . 126
4.4.2 Populating Directories . . . . . . . . . . . . . . . . . . . . . . . . . . 127
4.4.3 Work Area Root Directory . . . . . . . . . . . . . . . . . . . . . . . . 127
4.4.4 Branch Options for Files and Directories . . . . . . . . . . . . . . . . 128
4.4.5 UMASK Settings for Work Areas . . . . . . . . . . . . . . . . . . . . 129
4.5 Server-side Tcl Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
4.6 Defining Reference Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
4.6.1 Setting Up Projects for Referencing . . . . . . . . . . . . . . . . . . 132
4.6.2 Adding References . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
4.6.3 Specifying the RSO for a Reference . . . . . . . . . . . . . . . . . . 134
4.6.4 Generating a “Who Uses” Report for a Reference Project . . . . . . 135
4.6.5 Syntax of the REFERENCE_PROJECT Block . . . . . . . . . . . . . . 135
4.7 Supporting external references to third party SCM/DM systems . . . . . . . 137
4.7.1 Adding SCM/DM References . . . . . . . . . . . . . . . . . . . . . . 139
4.7.2 Adding SCM/DM references for sparsely populated directories . . . 142
4.7.3 Using soscmd command line for third party SCM/DM references . . 143
4.8 Defining and Using Project Views . . . . . . . . . . . . . . . . . . . . . . . . 146
4.8.1 Using the Revision Search Order in Project Views . . . . . . . . . . . 148
4.8.2 Creating a Project View . . . . . . . . . . . . . . . . . . . . . . . . . 148
4.8.3 Using a Project View . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
4.9 Creating Writable Work Areas and Specifying Work Area Types . . . . . . . 150
4.10 Integrating SOS Projects with Change Request Tracking Systems . . . . . . 151
4.11 Modifying sosd.cfg file from the command line interface . . . . . . . . . . 152
4.12 Using aliases to uniquify project names . . . . . . . . . . . . . . . . . . . . 152
4.13 Creating and Managing Sparse Workarea . . . . . . . . . . . . . . . . . . . 153
4.13.1 Creating Sparse Workareas at the Cache . . . . . . . . . . . . . . . 154
4.13.2 Viewing/Editing Sparse Workareas at the Cache . . . . . . . . . . . 155
4.14 Workarea Configuration for RSO and Preferences . . . . . . . . . . . . . . . 157
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4.14.1 Using Static RSO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
4.14.2 Using Dynamic RSO (inherit RSO from workarea) . . . . . . . . . . . 158
4.14.3 RSO Subtype Mappings in sos.cfg file . . . . . . . . . . . . . . . . . 159
5 Customizing the SOS Client and the User Interface 162
5.1 About the sos.cfg File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
5.2 About Attributes and Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . 163
5.2.1 Defining and Using Attributes . . . . . . . . . . . . . . . . . . . . . 163
5.2.2 Declaring Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
5.2.3 Monitoring Status and Progress with Attributes and Triggers . . . . 170
5.2.4 Predefined Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . 170
5.3 Using Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
5.3.1 Assigning Triggers to Files or Directories . . . . . . . . . . . . . . . 175
5.3.2 Default Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
5.3.3 Defining a Trigger . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
5.3.4 Script Languages and Locations . . . . . . . . . . . . . . . . . . . . 182
5.3.5 Commands that Accept Actions . . . . . . . . . . . . . . . . . . . . 183
5.3.6 Using Environment Variables in Actions . . . . . . . . . . . . . . . . 184
5.3.7 Trigger-Based Access Controls . . . . . . . . . . . . . . . . . . . . . 187
5.3.8 SKILL Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
5.3.9 Example: Setting the Trigger Attribute When Creating a File . . . . 188
5.3.10 Example: Setting the Group Attribute when Creating a File . . . . . 189
5.3.11 Example: Overriding Attribute Properties in a Trigger . . . . . . . . 190
5.3.12 Example: Trigger for Running a Verilog Lint Check . . . . . . . . . . 191
5.3.13 Example: Script for Notification of Command Results . . . . . . . . 191
5.3.14 Server-side Triggers and the Tcl exec Call . . . . . . . . . . . . . . . 193
5.4 Specifying Exclude, Cleanup, and Local Copy Files . . . . . . . . . . . . . . 193
5.4.1 Setting the Exclude Files List . . . . . . . . . . . . . . . . . . . . . . 193
5.4.2 Setting the Cleanup Files List . . . . . . . . . . . . . . . . . . . . . . 194
5.4.3 Setting the Local Copy Files List . . . . . . . . . . . . . . . . . . . . 195
5.5 Setting UDMA Rules for Automatic Cellview Packaging . . . . . . . . . . . 195
5.5.1 UDMA Rule Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
5.5.2 Example UDMA Rule . . . . . . . . . . . . . . . . . . . . . . . . . . 197
5.6 Using X Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
5.6.1 Priority of X Resources . . . . . . . . . . . . . . . . . . . . . . . . . . 199
5.6.2 Working With X Resource Files . . . . . . . . . . . . . . . . . . . . . 200
5.6.3 Changing Colors and Fonts . . . . . . . . . . . . . . . . . . . . . . . 201
5.6.4 Displaying Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . 201
5.6.5 Adding Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
5.7 Specifying SOS Tcl Commands in .sosrc . . . . . . . . . . . . . . . . . . . . 208
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