BPMonline On-Site Setup Guide

Size: px

Start display at page:

Download "BPMonline On-Site Setup Guide"

Nathan Lloyd
5 years ago
Views:

1 BPMonline On-Site

2 1 Contents About This Guide... 2 Server Requirements for BPMonline On-Site Deployment... 3 Client PC Requirements... 6 Recommended Procedure for Session Storage Server Deployment... 7 Installing BPMonline On-Site... 8 Licensing BPMonline On-Site BPMonline

3 2 About This Guide This guide describes the deployment procedure for BPMonline On-Site, version 5.4. The "On-Site" deployment involves hosting the system on the servers of your company. There is an alternative way of deploying the system, which is called "On-Demand". The "On-Demand" deployment provides the operation of the application in the SaaS mode. In the "On-Demand" mode the application is deployed on the BPMonline servers. Basic server requirements, including DBMS and web-server, and workstation requirements can be found in the Server Requirements for On-Site BPMonline Deployment and Client PC Requirements chapters. The procedure for deploying the Redis server is described in the Recommended Procedure for Session Storage Server Deployment chapter. The step by step BPMonline installation procedure is described in the Installing BPMonline On-Site chapter. Additionally, this guide covers the initial licensing of the BPMonline software, which must be performed after installing the application. The system requirements and setup procedures for additional third-party software, such as DBMS, are not covered in this guide. Please refer to the documentation of the corresponding products. More information about configuring BPMonline can be found in the Customization Guide or BPMonline Help.

4 Server Requirements for BPMonline On-Site Deployment 3 Server Requirements for BPMonline On-Site Deployment The server performance significantly affects the efficiency and overall performance of the application. The better hardware configuration of the server is, the better is the performance of BPMonline. Attention! To work with BPMonline, you will need to deploy three servers: database server, user session server and application server. It is recommended that you deploy the servers on different computers. DBMS Server System Requirements Number of Users CPU Frequency, GHz Number of Cores in CPU Number of CPUs, pcs RAM DDR3, GB HDD, number of drives for array organization, pcs HDD, internal interface, type HDD, rotational speed, rpm , SATA , SATA ,33 2, SATA2\SAS ,66 3, SCSI\SAS ,83 3, SAS; FC, iscsi Entry-level 300 2,33 2, SAS; FC, iscsi Entry-level 500 2,66 2, SAS; FC, iscsi Entry-level Attention! The hardware configuration, that meets the minimum requirements, guarantees basic operation of BPMonline, but does not ensure good performance. The use of MS SQL Failover Cluster is recommended to ensure resiliency. In this case, please take into account the requirements for storage system and data access, provided by DBMS vendor. The requirements for CPU and HDD resources, provided in the table above, are recommended for the primary servers in the cluster. BPMonline

5 4 Application Server System Requirements Number of Users CPU Frequency, GHz Number of Cores in CPU Number of CPUs, pcs RAM DDR3, GB HDD, number of drives for array organization, pcs HDD, internal interface, type HDD, rotational speed, rpm , ,33 2, ,66 3, SATA ,83 3, ,06 3, ,66 3, SATA ,66 3, SATA2\SAS We recommend using 64-bit versions of OS and DBMS. Server Connection System Requirements Number of Simultaneously Working Users Network Bandwidth (MB/s) DBMS Server Application Server Central Switch (Router) and more Database Server Software Requirements Deploying BPMonline database on DBMS MS SQL requires MS SQL Server 2008 Service Pack 3 or higher. Regular backup of BPMonline database on an external storage device is highly recommended. Application Server Software Requirements Operating System: Windows 7; Windows Server 2008 / Windows Server 2008 R2 (starting from Web edition);

6 Server Requirements for BPMonline On-Site Deployment 5 Windows Server Web-server: Internet Information Services 7; Internet Information Services 7.5; Internet Information Services 8. Additionally:.Net Framework 4. The.NET Framework 4 installer is available at download/details.aspx?id= Web Server IIS Components Common HTTP Features: Static Content; Default Document; HTTP Errors; HTTP Redirection. Application Development: ASP.NET;.NET Extensibility; ISAPI Extensions; ISAPI Filters. Health and Diagnostics: HTTP Logging; Logging Tools; Request Monitor; Custom Logging. Security: Basic Authentication; Request Filtering; IP and Domain Restrictions; Microsoft.NET Framework 3.5.1: Windows Communication Foundation HTTP Activation; Windows Communication Foundation Non-HTTP Activation. User Session Server Software Requirements To ensure seamless operation of the system, the user sessions are stored in a separate database that is deployed on a separate user session server. The Redis database ( is used for storing user sessions. It is recommended to deploy the Redis server in such a way that it is launched as a Windows service on the user session server. For example, you can use the Redis installer available at BPMonline

7 6 Client PC Requirements BPMonline does not require local installation on a user PC. Parameters Minimum Requirements Recommended Requirements CPU frequency Pentium IV compatible processor with clock rate of 1,8 GHz, and higher Intel 2 Core compatible processor with clock rate of 2 GHz, and higher RAM 1 GB and higher 2 GB and higher Available hard disc space (HDD) Monitor resolution 100 MB 150 MB and higher 1024х768 or higher Connection Channel The recommended requirement for data channel for client-server connection is 512 Kbps per one user. Operating System Microsoft Windows: Windows XP Service Pack 3; Windows Vista; Windows 7; Windows 8. Mac OS: Mac OS X 10.6 Snow Leopard; OS X 10.7 Lion; OS X 10.8 Mountain Lion. Additional Software One of the following Internet browsers must be installed on the client computer: Internet Explorer 8 or higher; Firefox, the latest official version; Chrome, the latest official version; Safari, the latest official version. For correct operation of some functional modules of BPMonline, you have to install Silverlight 4.0 (or higher) browser plugin on each user computer. The browser used to access BPMonline has to support Silverlight.

Recommended Procedure for Session Storage Server Deployment 7 Recommended Procedure for Session Storage Server Deployment It is recommended to deploy the Redis server in such a way that it is

8 Recommended Procedure for Session Storage Server Deployment 7 Recommended Procedure for Session Storage Server Deployment It is recommended to deploy the Redis server in such a way that it is launched as a Windows service on the user session storage server. For example, this can be achieved using utilities from the Windows Server 2003 Resource Kit Tools, which you can download using the following link: Latest version of Redis can be downloaded using the following link: The Procedure for Redis Deployment: 1. Download and install Windows Server 2003 Resource Kit Tools (by default, it is installed in C:\Program Files\Windows Resource Kits\Tools\ ). 2. Download latest Redis server redistributable and save its files in the following folder on the session storage server: a. C:\Program Files\Redis\redis-2.6.zip\redis-2.6\bin\release\redisbin.zip - if Redis server OS is 32-bit; b. C:\Program Files\Redis\redis-2.6.zip\redis-2.6\bin\release\redisbin64.zip - if Redis server OS is 64-bit. 3. Install Redis as service in the OS. a. Using the Windows Command Prompt, execute the following command: C:\Program Files\Windows Resource Kits\Tools\srvany.exe Redis C:\Program Files\Windows Resource Kits\Tools\Srvany.exe b. Enter Redis service parameters in the system registry on the session storage server by running the Redis.reg file (located in the BPMonline install folder). 4. Start the Redis service in the list of services in the [Computer Management] window (Fig. 1). Fig. 1 Starting the Redis Service in the Computer Management Window BPMonline

9 8 Installing BPMonline On-Site The BPMonline setup process can be divided into the following general steps: 1. Deploying the MS SQL Server 2008 on the database server computer. 2. Deploying Redis database on the user session storage server. 3. Installing the BPMonline application on the application server computer. 4. Restoring the database from the backup on the database server computer. This step is necessary only if the database server is not deployed on the same computer as the application server. The system requirements and the setup procedures for additional third-party software, such as MS SQL Server, are not covered in this guide. Please refer to the documentation of the corresponding products. The procedure for Redis server deployment is described in the Recommended Procedure for Session Storage Server Deployment chapter. Installing BPMonline Run the BPMonlineSetup.exe file on the application server computer to setup BPMonline. In the opened installer window, click the [Install] button. The installer will automatically run the BPMonline Setup Wizard. 1. Destination Folder Specify the folder in which the BPMonline files will be installed (Fig. 2) and click the [Next] button. Fig. 2 Specifying the Destination Folder

Installing BPMonline On-Site 9 2. IIS Settings: Specify the website settings used in the IIS (Fig. 3): Fig. 3 Specifying the Internet Information Services 1.

10 Installing BPMonline On-Site 9 2. IIS Settings: Specify the website settings used in the IIS (Fig. 3): Fig. 3 Specifying the Internet Information Services 1. In the [Website Name] field, enter the name of the website that will be used to access BPMonline. Setup will create the corresponding website. 2. In the [Port] field, specify the port number for website binding. By default, port 80 is used. If the port 80 must be used for the BPMonline web-site, make sure that other web-sites do not use this port. 3. If the application should be accessible through the Internet, in the [Host Name] field, specify the corresponding site domain name. If the application should be accessible through the local area network only, enter the name of the application server computer (specified in the [Host Name] field by default). To verify entered settings, click the [Validate] button. 4. Click the [Next] button. 3. SQL Server Settings: Specify the database server connection settings (Fig. 4). BPMonline

$10 Fig. 4 Specifying the Database Server Settings 1. In the [Server Name] field, specify the name of your database server. For example, DATABASE_SERVER_COMPUTER\SERVER_INSTANCE. 2.$

11 10 Fig. 4 Specifying the Database Server Settings 1. In the [Server Name] field, specify the name of your database server. For example, DATABASE_SERVER_COMPUTER\SERVER_INSTANCE. 2. In the [DB Name] field, enter the name of the BPMonline database. Setup will create a new database with the specified name. 3. In the [Authentication] field, select the preferred method of database server authentication. You can use SQL server authentication or Windows authentication options. Attention! In case you select the Windows authentication option, once the installation is completed, you will need to set up the Application Pools parameters in IIS7 for the BPMonline application. Indicate a domain user account that has access to the MS SQL server (for example, the domain user account that has launched the installer) as application pool. 4. In the [User] and [Password] fields, enter the login and password for MSSQL user authentication. These fields will become editable if SQL Server Authentication option is selected in the [Authentication] field. This user account will be used by the application to access the database. 5. Click the [Next] button. 4. Redis Server Settings Specify the connection settings for the Redis data storage server (Fig. 5):

Installing BPMonline On-Site 11 Fig. 5 Specifying the Redis Data Storage Server Settings 1. In the [Host Name] field, specify the name of host used for the Redis server deployment. 2.

12 Installing BPMonline On-Site 11 Fig. 5 Specifying the Redis Data Storage Server Settings 1. In the [Host Name] field, specify the name of host used for the Redis server deployment. 2. In the [Data Base ID] field, enter the identification number of the database used to store the user sessions. 3. In the [Max read Pool Size] and [Max Write Pool Size] fields, specify the maximum number of simultaneous read and write connections to the Redis server. 4. In the [Port] field, specify the number of port used for connection with the Redis server. 5. In the [Password] field, enter the password if needed. 6. In the [Timeout] field, specify the connection timeout in minutes. 7. Click the [Next] button. As a result, BPMonline will be installed into the specified folder. The application will be accessible on the specified website. A new database will be created on the database server. 5. Restoring the BPMonline Database If the database server is deployed on the same computer as the application server, setup will automatically restore the BPMonline database from the backup file. If the database server is located on a different PC, restore the database from the backup file manually. The database backup file will be installed in the \db\ subfolder of the BPMonline CRM install folder. The database must be restored into the database that was created during the installation. For example, if you have specified the "BPMonline" name in the [DB Name] field, restore the backup file to that database. BPMonline

Click [Advanced settings...]. (Fig. 6). Fig. 6 Editing the Application Pools Parameters 5.

13 12 6. Application Pools Setup for BPMonline in IIS7 1. Run Internet Information Services. 2. Select Application tools in the tree of the server where the BPMonline application is deployed. 3. Select the BPMonline application in the applications list. 4. Click [Advanced settings...]. (Fig. 6). Fig. 6 Editing the Application Pools Parameters 5. In the opened window, change the value in the [Idle Time-out (minutes)] field to 0 (Fig. 7). Fig. 7 Setting Up Idle Timeout 6. Enter the login and password of the user account that the application should use to access MS SQL Server. Click the [...] button in the [Identity] field to edit this property.

Installing BPMonline On-Site 13 Attention! This procedure must be performed if the Windows authentication was selected in the MS SQL Server settings during the installation. 7.

14 Installing BPMonline On-Site 13 Attention! This procedure must be performed if the Windows authentication was selected in the MS SQL Server settings during the installation. 7. In the opened window, select the [Custom Account] and click the [Set] button. 8. Enter the login and password of the domain user account that is used by the application to access the MS SQL Server. For example, it can be the domain user that have started the BPMonline installation (Fig. 8). Fig. 8 Identity Setup for Application Pool BPMonline

15 14 Licensing BPMonline On-Site After installing BPMonline, license the software. To license the product you need to generate the license request file and send it to BPMonline technical support team: 1. Generating a License Request File: 1. Log in to BPMonline using the default Supervisor user account. You will be prompted to license the software. Attention! To log in as the default supervisor user, enter Supervisor (without quotes) in both the [User] and [Password] fields For security reasons we strongly recommend to change the password of the corresponding account after logging in. 2. Click the [Go to the License Manager page] link to open the License Manager (Fig. 9). Fig. 9 Opening the License Manager 3. In the [Your Customer ID] field, enter unique customer ID provided to you during the purchase of BPMonline. 4. Click the [Request Licenses] button (Fig. 10).

Loading a License Key in the System: 1. Save the license key file sent to you by the technical support. 2.

16 Licensing BPMonline On-Site 15 Fig. 10 Generating a License Request File As a result, a license request file will be generated and downloaded. 5. Send the license request file to BPMonline technical support: support@bpmonline.com. You will receive a similar file (a license key), containing your updated license data. 2. Loading a License Key in the System: 1. Save the license key file sent to you by the technical support. 2. Log in to the system and open the license manager window by clicking the [Go to the License Manager page] link on the login page (Fig. 9). 3. In the opened license manager window click the [Upload Licenses] button and specify the path to the license file you received earlier from the technical support team (Fig. 11). Fig. 11 Loading a License Key File to the System As a result, the license data will be updated in the BPMonline system. 4. Go to the [Distributed Licenses] tab. 5. Select the checkbox in the [BPMonline CRM] column for the Supervisor user (Fig. 12). BPMonline

17 16 Fig. 12 Granting a License to a BPMonline User 6. Close the license manager window. After completing the licensing you can log in to BPMonline using the Supervisor user account. For more information about licensing users, please refer to the BPMonline help file. Click the button on the license manager to open the help file.

BPMonline On-Site Setup Guide for MSSQL DBMS

BPMonline On-Site Setup Guide for MSSQL DBMS 1 Contents About This Guide... 2 Server Requirements for BPMonline On-Site Deployment... 3 Client PC Requirements... 7 Recommended Procedure for Session Storage