Geneva 10.0 System Requirements

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1 Geneva 10.0 System Requirements General Notes Geneva Modules These requirements apply to Geneva and Geneva add-on modules. If you previously used Advent Partner in conjunction with Geneva, you can now use Geneva World Investor instead. To migrate your PartnerData database to Geneva 10.0, however, you must first upgrade to the latest release of Advent Partner 7.3. Hardware Advent provides performance and capacity guidelines for planning purposes only. Because many variables affect the performance of your system and the size of your data files, Advent assumes no liability for hardware purchase decisions. Please consult your systems consultant about specific configuration decisions. Geneva requires a single Windows server at minimum. However, Microsoft recommends installing SQL Server on a separate server for optimal performance. Advent recommends you consider this recommendation, keeping in mind the other applications you need to install and the expected load on the server. These requirements assume you ll use multiple servers. If you ll use a single server instead, you need to combine hardware requirements. Software Operating systems and configuration options not listed on this page are not supported. Advent tests products with the latest service packs. If a product requires a specific service pack, it s noted. Advent supports the English language versions only of third-party products such as Microsoft Windows operating systems, Microsoft Office, Microsoft Exchange, Microsoft SQL Server, Microsoft Active Directory, and more. To develop SQL Server reports and to convert RSL reports to RDL reports, you must use either SQL Server Business Intelligence Development Studio (a component of SQL Server 2008 and Visual Studio 2008), SQL Server Data Tools (a component of SQL Server 2012), or Report Builder (a component of SQL Server 2008 and 2012). Geneva supports report development in Visual Studio 2008, which is compatible with both SQL Server 2008 and Install SQL Server or Visual Studio components before you install Geneva Report Developer. To create SQL Server Integration Services (SSIS) packages that extract data from Geneva, you can use SQL Server Business Intelligence Development Studio. To develop Geneva Workflow Manager custom accelerators, you must use Visual Studio. Geneva 10.0 works with the following configurations. Windows Server 2003 Windows Server 2008 Windows Server 2008 R2 Compatible Database Server SQL Server 2008 R2 SP2 or SP1 SQL Server 2008 R2 SP2 or SP1 or SQL Server 2012 SQL Server 2008 R2 SP2 or SP1 or SQL Server 2012 Compatible Web Server (IIS) IIS 6.0 IIS 7.0 with IIS 6.0 compatibility components, or IIS 7.0 IIS 7.5 with IIS 6.0 compatibility components, or IIS 7.5 Copyright 2013 by Advent Software, Inc. All rights reserved. NOTE: All names of individuals that may appear in any displays herein are fictitious. Any similarity to the names of any persons living or dead is unintentional and strictly coincidental. Part number: GVSR10 Release number: 10.0 Publication date: August 2013 Advent, the Advent logo, Advent Software Inc., and Geneva are registered trademarks of Advent Software, Inc. Other trademarks are those of their respective holders, and should be treated as such.

2 Server Requirements Database Server (Windows Server) Hardware IBM-compatible Pentium 2GHz or higher 4GB of RAM or higher Hard drive with at least 73GB of free disk space Operating System Windows Server 2003 Standard or Enterprise Edition, 64-bit, or Windows Server 2008 or Windows Server 2008 R2 Standard or Enterprise Edition, 64-bit. For details, see Operating System requirements for the Application Server (Windows Server). Optional Remote User Platform: For end-users that access Geneva over a low-bandwidth connection (that is, a wide area network with latency greater than 50ms), Advent recommends one of the following platforms for distributing the Geneva Desktop to remote sites. Windows Server Remote Desktop Services Citrix XenApp VMWare View Optional Virtual Server Platform: VMware ESX Server. The CPU, RAM and disk space requirements for a physical server also apply to a virtual server. For details about support for this platform, see VMware Support Guidelines, available on Advent Connection. Software IMPORTANT To prevent software conflicts, install SQL Server components before you install the Geneva Application Server. SQL Server 2008 R2 SP2 or SP1, or SQL Server 2012, Standard or Enterprise Edition, 64-bit, with Microsoft Reporting Services (SSRS) The following components may apply to you depending on the Geneva features you plan to use. For details, see Installing the Geneva Application Server. SQL Server Business Intelligence Development Studio SQL Server Report Builder SQL Server Integration Services (SSIS), as appropriate NOTE In Geneva, you can set up batch processing for reports in the following ways. As data-driven subscriptions, by choosing Reports Manage Subscriptions. Such report subscriptions leverage functionality in Microsoft SQL Server Reporting Services. To set up report subscriptions for reports run with relative dates (EndCurrentDay, StartCurrentDay, and so on), you must use SQL Server Enterprise Edition. As batch report processes, by choosing Reports Report Batch Process. Currently, Report Batch Process settings support relative dates (whether you use SQL Server Standard or Enterprise Edition), and you can schedule batch processes using Windows Scheduled Tasks or other scheduler software. You cannot, however, deliver batch report output via . If you re planning a scale-out deployment of SQL Server Reporting Services (SSRS), you must use SQL Server Enterprise Edition. IIS 6.0 (included with Windows Server 2003), IIS 7.0 with or without IIS 6.0 compatibility components (included with Windows Server 2008), or IIS 7.5 with or without IIS 6.0 compatibility components (included with Windows Server 2008 R2) Microsoft.NET Framework 3.5 Service Pack 1 (for SQL Server 2008 environments) or Microsoft.NET Framework 4.0 (for SQL Server 2012 environments) 2

3 Database Server (Windows Server) Equipment Sizing for Geneva Advantage Advent provides equipment sizing information for planning purposes only. Because many variables affect the performance of your system, Advent can assume no liability for hardware purchase decisions. Please consult your systems consultant for specific configuration decisions related to Geneva Advantage or Geneva generally. Sample Reconciliation Process: 1000 records in custodian dataset, and 1000 records in Geneva dataset Expected database growth per day = 30 MB Total database space used per week (5 days) = 150 MB Total database space used over 6 months (26 weeks) = 3,900 MB Geneva World Investor 1 Database Server Processor: IBM-compatible Pentium Dual-CPU Intel Xeon 3 GHz or higher Memory: 4 GB RAM minimum Storage\Hard drive: 100 GB minimum for installation and daily operations 1 Reporting Server Processor: IBM-compatible Pentium Dual-CPU Intel Xeon 2.5 GHz or higher Memory: 4 GB RAM minimum Storage\Hard drive: 100 GB minimum for installation and daily operations Application Server (Windows Server) Hardware IBM-compatible Pentium 2GHz or higher 4GB of RAM or higher Hard drive with at least 73GB of free disk space IMPORTANT Certain network adapter cards and drivers may cause errors to appear when users log in to the Geneva Desktop. In these cases, you may need to update your Windows registry settings and reinstall the network adapter card. For details, see Geneva Desktop Error: Error getting the ping interval from service (KB A23214) in the Knowledge Base on Advent Connection. Operating System Windows Server 2003 Standard or Enterprise Edition, 64-bit, or Windows Server 2008 or Windows Server 2008 R2 Standard or Enterprise Edition, 64-bit NOTE Although Geneva Application Server components can run successfully on a 32-bit Windows Server, Advent recommends you upgrade to a 64-bit Windows Server to take advantage of improved performance, scalability, and memory usage. Keep in mind that more recent releases of Windows Server (such as Windows Server 2008 R2) run on 64-bit processors exclusively. Even if you re using a 32-bit operating system, you re likely already using 64-bit server hardware, and need only upgrade your operating system to satisfy this recommendation. If, however, you re using 32-bit server hardware, you may need new hardware. Optional Remote User Platform: For end-users that access Geneva over a low-bandwidth connection (that is, a wide area network with latency greater than 50ms), Advent recommends one of the following platforms for distributing the Geneva Desktop to remote sites. Windows Server Remote Desktop Services Citrix XenApp VMWare View Optional Virtual Server Platform: VMware ESX Server. The CPU, RAM and disk space requirements for a physical server also apply to a virtual server. For details about support for this platform, see VMware Support Guidelines, available on Advent Connection. 3

4 Application Server (Windows Server) Software IIS 6.0 (included with Windows Server 2003), IIS 7.0 with or without IIS 6.0 compatibility components (included with Windows Server 2008), or IIS 7.5 with or without IIS 6.0 compatibility components (included with Windows Server 2008 R2) Microsoft.NET Framework 4.0 (for Application Server components) and, for SQL Server 2008 environments,.net Framework 3.5 Service Pack 1 (for components shared with the Database Server) Core Server (UNIX Server) Hardware Intel Xeon, AMD Opteron, SPARC -based server, or a comparable hardware model provided by any of the manufacturers listed in Oracle Solaris OS: Hardware Compatibility Lists ( The appropriate server size based on a detailed analysis of your business. Please contact Advent for assistance. Operating System The Geneva Core Server requires Oracle Solaris 10 or Oracle Solaris 11, 64-bit. If your firm must install a new kernel patch, Advent recommends running Geneva in a test environment prior to applying that kernel patch to your production Geneva server. With x86-based servers (that is, Opteron and Xeon servers), Advent has run Geneva successfully using the following Oracle Solaris releases. Oracle Solaris 11 (64-bit), release 11/11 Unlike earlier Solaris releases, Solaris 11 does not include X11 libraries required by Geneva (the libxaw.so.5 library specifically). If you install Geneva on a Solaris 11 server without X11 libraries, a libxaw.so.5 fatal error appears. To resolve this issue, you must install X11 packages on Solaris 11 servers for use with Geneva. If you ve already installed X11 libraries, you can log in as root and use a pkg search command to confirm the presence of libxaw.so.5. Syntax: # pkg search libxaw.so.5 Install the required library using a pkg install command. Syntax: # pkg install libxaw5 Use a similar command to install other missing libraries. For details about working with software packages in Solaris 11, look up Image Packaging System on the Oracle Technology Network. Oracle Solaris 10 (64-bit), release 8/07, 10/08, 5/09, 10/09, 9/10, and 8/11 Kernel patch notes: Geneva 10.0 requires Oracle Solaris 10 (64-bit) release 8/07 or later, running kernel patch or later. Do not use kernel patches through These patches may cause IP networking problems with other applications. Red Hat Enterprise Linux (RHEL) 6.2 or later. Currently, Advent supports Linux only in low-volume environments. For details, contact Advent. 4

5 Core Server (UNIX Server) With SPARC-based servers, Advent has run Geneva successfully using the following Oracle Solaris releases. Oracle Solaris 11.1 (64-bit), release 11/11 Unlike earlier Solaris releases, Solaris 11 does not include X11 libraries required by Geneva (the libxaw.so.5 library specifically). If you install Geneva on a Solaris 11 server without X11 libraries, a libxaw.so.5 fatal error appears. To resolve this issue, you must install X11 packages on Solaris 11 servers for use with Geneva. If you ve already installed X11 libraries, you can log in as root and use a pkg search command to confirm the presence of libxaw.so.5. Syntax: # pkg search libxaw.so.5 Install the required library using a pkg install command. Syntax: # pkg install libxaw5 Use a similar command to install other missing libraries. For details about working with software packages in Solaris 11, look up Image Packaging System on the Oracle Technology Network. Oracle Solaris 10 (64-bit), release 8/07, 5/08, 10/08, 05/09, 10/09, and 9/10 Kernel patch notes: Geneva 10.0 requires Oracle Solaris 10 (64-bit) release 8/07 or later, running kernel patch or later. Do not use kernel patch This patch may cause problems with other applications. Do not use kernel patches through These patches may cause IP networking problems. Optional Virtual Server Platform: VMware ESX Server. The CPU, RAM and disk space requirements for a physical server also apply to a virtual server. For details about support for this platform, see VMware Support Guidelines for Geneva, available on Advent Connection. Workstation Requirements User Workstation Hardware IBM-compatible Pentium 450MHz or higher. For report developer workstations, IBM-compatible Pentium 600MHz, 1GHz or higher recommended. 256MB of RAM minimum, 512MB or higher recommended If you use real-time dashboards, a higher amount of RAM is required for optimal performance. If your dashboard typically contains: Up to 4,000 rows of data, 4GB of RAM minimum is recommended. Between 4,000 and 8,000 rows of data, 8GB of RAM minimum is recommended. More than 8,000 rows of data, contact Advent for a recommendation. For details about using real-time dashboards, look up real-time market data in the Geneva Help index. Video card and monitor that support 1280 x 1024 video resolution minimum Hard drive with 512MB of free disk space. For report developer workstations, hard drive with 3.8 GB of free disk space. Microsoft Windows-compatible mouse Windows-compatible printer Operating System Microsoft Windows XP Professional, Windows Vista, or Windows 7 5

6 User Workstation Software Microsoft.NET Framework 4.0 (for Application Server components) and, for SQL Server 2008 environments,.net Framework 3.5 Service Pack 1 (for components shared with the Database Server) Microsoft Office 2007 or Microsoft Office 2010 (for Excel and Outlook integration) Internet Explorer 5.0 or later (for displaying Geneva Help) For report developer workstations: SQL Server Business Intelligence Development Studio (a component of SQL Server 2008 and Visual Studio 2008), SQL Server Data Tools (a component of SQL Server 2012), or Report Builder (a component of SQL Server 2008 and 2012) Compatible Advent Products For more details about product compatibility, see the Geneva Compatibility Matrix on the Geneva product page on Advent Connection. Advent Product Release Advent Product Release Advent Partner 7.3, 7.2, Moxy 8.0, 7.3 6

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