INSTALLATION INSTRUCTIONS Data Management Software Suite

Transcription

1 INSTALLATION INSTRUCTIONS Data Management Software Suite Contents Overview... 1 Installing the NI Volume License Manager... 2 Installing TDM Server... 3 Set Up NI Volume License Manager Register Volume License Complete Configuration Launch TDM Server Manager Using DIAdem Licenses...36 Overview The following document contains instructions for installing and configuring the Data Management Software Suite including DataFinder Server, Analysis Server, and DIAdem Advanced, with the help of the NI Volume License Manager (VLM). In this scenario the NI VLM and the Data Management Software Suite can be installed on the same computer whereby the Data Management Software Suite must not have been previously installed as an evaluation version. If the Data Management Software Suite is installed as an evaluation version, Step 18 in the chapter Installing TDM Server describes how to proceed.

2 Installing the NI Volume License Manager The installation requires an internet connection. 1. Start the installation through the USB interface. 2. Click Install NI Volume License Manager Follow the instructions of the installation program. 2 ni.com Data Management Software Suite Installation

3 Installing TDM Server The installation requires an internet connection. 1. Start the installation through the USB interface. 2. Click Install DataFinder Server Edition & Analysis Server 2017 SP1. 3. Follow the instructions of the installation program. Data Management Software Suite Installation National Instruments Ireland Resources Limited 3

4 4. After the reboot, a configuration wizard automatically starts and leads through the basic setup. The wizard may take a few minutes to start. If the TDM Server Control Panel does not open, start the application manually. A message box opens. 5. Click OK. 4 ni.com Data Management Software Suite Installation

5 6. Please wait for the NI Web Server Guided Setup dialog box to open. This will take a few minutes. Select Help Me Choose a Preset and go through a series of questions to choose the right preset for your web server. Alternatively, select the server configuration preset to start with Secure Remote Access if you want to access the TDM Server on your local network. The following steps describe the configuration with Secure Remote Access. 7. Click Next. Data Management Software Suite Installation National Instruments Ireland Resources Limited 5

6 8. Disable the setting Log in using an admin user for server administration and enable Log in using Windows accounts. In the following steps, other users can therefore work with TDM Server with your Windows account. 9. Click Next. 6 ni.com Data Management Software Suite Installation

7 10. Enter the names of the Windows users that are to be permitted to have TDM Server access. You can enter Windows groups later in the detailed settings. 11. Click Next. Data Management Software Suite Installation National Instruments Ireland Resources Limited 7

8 12. Select a certificate file and the associated key file. Your IT department can provide these files. If you do not have these files, you can work with a self-signed certificate and change this setting later in the detailed settings. However, if you work with a self-signed certificate you might receive security warnings, depending on your browser and the security settings on your computer. 13. Click Next. 8 ni.com Data Management Software Suite Installation

9 14. Specify the port. Your IT department can tell you which port is available on the server. 15. Click Next. Data Management Software Suite Installation National Instruments Ireland Resources Limited 9

10 16. The Guided Setup shows a summary of the previous settings. 17. Click Finish. 10 ni.com Data Management Software Suite Installation

11 18. Go back to the TDM Server Control Panel and click Configure to specify further details. Data Management Software Suite Installation National Instruments Ireland Resources Limited 11

12 19. NI Web Server Configuration opens. In the default configuration users with an admin role can view and configure TDM Server. Add further users to the admin roles on the Roles tab, so that they can also use the TDM Server. 12 ni.com Data Management Software Suite Installation

13 20. Click the Roles tab and then admins. Data Management Software Suite Installation National Instruments Ireland Resources Limited 13

14 21. If necessary, add further Windows users or Windows groups to the admins. Only users with admin roles configured previously on the Application tab can use the TDM Server. 14 ni.com Data Management Software Suite Installation

15 22. Click the Authentication tab. If you want to limit access to a domain, select Restrict to users in a single Active Directory domain and enter the users of a domain that may access TDM Server. 23. If you want to change the certificate or disable HTTPS, click the HTTPS tab. Data Management Software Suite Installation National Instruments Ireland Resources Limited 15

16 24. Click the Summary tab. The summary displays the URI for TDM Server. Every authorized user can call the TDM Server with this URI. 25. Click Apply and Restart to complete the configuration. Then close the NI Web Server Configuration. 26. Enable the TDM Server Control Panel and click Continue. 27. Configure the account under which TDM Server runs. The Data Preprocessor, Analysis Server, and DataFinder of TDM Server use this account for accessing data and processing tasks. The account needs read and write access permission to all current file servers. Select This account and enter appropriate Windows credentials if you want to process files on the network. If the account does not have the permission to register as a service, the TDM Server Control Panel can add this permission to the account. 16 ni.com Data Management Software Suite Installation

17 Use a user account with a password that does not expire. 28. Click Continue. Answer any further inquiries with Yes. 29. Select Local volume license server and click Volume License Manager. 30. NI Volume License Manager launches. If the NI Volume License Manager is not yet installed, follow the instructions in the chapter Install NI Volume License Manager. Data Management Software Suite Installation National Instruments Ireland Resources Limited 17

18 Set Up NI Volume License Manager 1. If you want to check or change settings, you can call the NI Volume License Manager (VLM) in the TDM Server Control Panel or in the Windows Start menu. When the VLM starts for the first time, this wizard starts. 2. Click Next. 3. Install the agreement license file: a. If you already have the license file available, select and install it here and click Next. b. Otherwise, request the license file in the next step, where you select I do not have an agreement license file for this computer. This creates a text file containing the data required by NI to generate your agreement license file. Please send the text file directly to your NI branch and not to agreements@ni.com (as mentioned in the wizard), to speed up processing. Once you have the license file, you can continue with the installation wizard. Note The Volume License Installer Wizard only starts the first time you open NI VLM, so please cancel the Volume License Installer Wizard while you are waiting for your license file. 18 ni.com Data Management Software Suite Installation

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20 4. If you do not have any previous settings, select Do not import settings and click Next. 20 ni.com Data Management Software Suite Installation

21 5. In the Administrator Information section, enter the requested information. Clients see this contact information when they install software from Volume License Installers or when requesting permissions through NI License Manager. Click Next. Data Management Software Suite Installation National Instruments Ireland Resources Limited 21

22 6. Click Allow NI VLM to send my VLA Log to National Instruments automatically to allow NI VLM to send the VLA Log to NI automatically over a secure Internet connection, in accordance with your volume license agreement. 7. Click Next. 22 ni.com Data Management Software Suite Installation

23 8. Configure the settings. You need a SMTP server to send s. You IT department can provide the respective address. The help contains further details on settings. Data Management Software Suite Installation National Instruments Ireland Resources Limited 23

24 9. Click Next. 10. Click Finish. 11. The NI Volume License Manager opens in the detailed view where you can make further settings. 24 ni.com Data Management Software Suite Installation

25 12. Click Status. The Status view displays the current state of the VLM and any important information/notices. 13. Click Start Volume License Server. Der Server State changes to Running. Data Management Software Suite Installation National Instruments Ireland Resources Limited 25

26 14. Click Licenses. Use the Licenses view to manage the licenses in your volume license agreement. The VLM displays a DIAdem license which can be used by various computers. In DIAdem, you create configurations for the Data Preprocessor and the Analysis Server. 26 ni.com Data Management Software Suite Installation

27 15. Click Computers. Use the Computers view to manage any of the computers listed in NI Volume License Manager. 16. Click Add Computer. Data Management Software Suite Installation National Instruments Ireland Resources Limited 27

28 17. Complete the Computer Information section. Computer Name is required and must be unique. All other fields are optional. Enter the name of the computer on which TDM Server is installed, which in this scenario is the name of the local computer. 18. Add Explicit Licenses. 28 ni.com Data Management Software Suite Installation

29 19. Select the licenses you purchased for the TDM Server and click Add. 20. Click Save to save the new computer. Data Management Software Suite Installation National Instruments Ireland Resources Limited 29

30 21. The NI Volume License Manager displays the licenses of the new computer. 22. Click Apply Changes. 30 ni.com Data Management Software Suite Installation

31 23. Close the NI Volume License Manager and go to the TDM Server Control Panel. Register Volume License 1. Click License Manager to open the NI License Manager. 2. Select Local Volume License Server to open the NI License Manager. Enter the text localhost under Manage Volume License Server in the license manager. Data Management Software Suite Installation National Instruments Ireland Resources Limited 31

32 3. Select Manage Volume License Server in the license manager. 4. Enter localhost as the Volume License Server. 5. Click OK. 32 ni.com Data Management Software Suite Installation

33 6. Click Network Licenses, to display the licenses. Data Management Software Suite Installation National Instruments Ireland Resources Limited 33

34 Complete Configuration 1. Close the NI License Manager and go to the TDM Server Control Panel. 2. Click Finish. 3. Select Other»Status and then Restart. 34 ni.com Data Management Software Suite Installation

35 Launch TDM Server Manager 1. Select TDM Server Control Panel Servers»TDM Server Manager to launch the TDM Server Manager. You can also launch the Server Manager in the Windows start menu. Every registered user can also launch the TDM Server Manager through the URL displayed in the summary of the NI Web Server Configuration. 2. Log in with your Windows name and password. Data Management Software Suite Installation National Instruments Ireland Resources Limited 35

36 3. Click TDM Server Manager to start setting up your new preprocessing and analysis routines. Using DIAdem Licenses 1. You create configurations for the Data Preprocessor and the Analysis server in DIAdem. Install DIAdem on the clients on which you want to use DIAdem. 2. Click License Manager to open the NI License Manager. 36 ni.com Data Management Software Suite Installation

37 3. Select Manage Volume License Server in the license manager. 4. Enter the server address of the Volume License Server. 5. Click OK. The DIAdem license can only be used by one user at a time. Data Management Software Suite Installation National Instruments Ireland Resources Limited 37

38 Refer to the NI Trademarks and Logo Guidelines at ni.com/trademarks for more information on NI trademarks. Other product and company names mentioned herein are trademarks or trade names of their respective companies. For patents covering NI products/technology, refer to the appropriate location: Help»Patents in your software, the patents.txt file on your media, or the National Instruments Patents Notice at ni.com/patents. You can find information about end-user license agreements (EULAs) and third-party legal notices in the readme file for your NI product. Refer to the Export Compliance Information at ni.com/legal/export-compliance for the NI global trade compliance policy and how to obtain relevant HTS codes, ECCNs, and other import/export data. NI MAKES NO EXPRESS OR IMPLIED WARRANTIES AS TO THE ACCURACY OF THE INFORMATION CONTAINED HEREIN AND SHALL NOT BE LIABLE FOR ANY ERRORS. U.S. Government Customers: The data contained in this manual was developed at private expense and is subject to the applicable limited rights and restricted data rights as set forth in FAR , DFAR , and DFAR National Instruments Ireland Resources Limited. All rights reserved A-01 Oct17