Delivering visibility and performance. CLARITY 6. Installation Guide. Version 6.0

Transcription

1 Delivering visibility and performance. CLARITY 6 Installation Guide Version 6.0

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3 ..... Clarity 6 Installation Guide Version 6.0 5th Edition Microsoft is a registered trademark. Microsoft SQL Server, Office, Excel, Word, Internet Explorer, FrontPage, Query, Windows and Windows NT are trademarks of Microsoft Corporation. Adobe Acrobat and Adobe Acrobat Reader are registered trademarks of Adobe Systems Incorporated. All other brand and product names are registered trademarks of their respective holders. No portion of this manual may be reproduced or transmitted in any form by any means, electronic or mechanical, including photocopying, recording, or using within information storage and retrieval systems, for any purpose other than the purchaser s personal use without express written permission of Clarity Systems. Notice: The information contained in this document is subject to change without notice. Clarity Systems shall not be liable for errors contained herein or consequential damages in connection with the furnishing, performance or use of this material. Clarity Systems Limited 2 Sheppard Avenue East Suite 800 Toronto, ON Canada M2N 5Y Printed in Canada 10/2007 Copyright 2007 Clarity Systems Limited. All rights reserved.

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5 TABLE OF CONTENTS Clarity Overview... 1 About Clarity Clarity Budgeting and Planning... 2 Clarity Forecasting... 2 Clarity Reporting... 3 Clarity Consolidations... 3 Clarity Scorecards... 3 Clarity Analysis... 4 Clarity Modeling... 4 About This Documentation... 5 About this Guide... 5 Conventions and Terminology... 5 Shortened Names and Acronyms... 5 Naming Conventions... 6 Additional Reading... 6 Installation Overview... 9 Clarity 6 Network Topology Existing Data Sources The Clarity Database Environment Clarity Web Server End User Client Administrator Client The Clarity 6 Installation Process Server Installations Client Installations Server and Application Considerations Software Requirements Web Server Essbase/DB2 OLAP Installation MSAS Installation Visualizer Server Application Server Essbase/DB2 OLAP Installation MSAS Installation OLAP Database Server Essbase/DB2 OLAP Installation MSAS Installation... 25

6 Relational Database Server Essbase/DB2 OLAP Installation MSAS Installation End User Client Template Builder Client Visualizer Builder Client Cube Manager Client Server Pre-Installation Tasks Pre-installation Tasks - Essbase/DB2 OLAP Install Internet Information Services (IIS) Install ASP.NET for.net Framework v Register ASP.NET for IIS Install Microsoft Message Queue Pre-Installation Worksheets -Essbase/DB2 OLAP Clarity Web Server Clarity Application Server Clarity OLAP Database Server Clarity Relational Database Server Pre-installation Tasks - MSAS Install Internet Information Services (IIS) Install ASP.NET for.net Framework v Register ASP.NET for IIS (32-Bit Windows Versions) Register ASP.NET for IIS (64-Bit Windows Versions) Install ADOMD.NET Install Microsoft XML Core Services 6.0 (MSXML6.0) Install Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider Install Microsoft Message Queue Migrate Analysis Services 2000 Repository to SQL Server Kerberos Authentication (MSAS) Configure MDX Compatibility Windows Security Groups (MSAS) Adding Groups and Users Create an Empty Database in SQL Server MS-SQL Server MS-SQL Server Cube Roles Adding Cube Roles (MSAS 2000) Assigning Cube Role Permissions (MSAS 2000) Sample Configuration - Cube Role Permission (MSAS 2000) Adding Cube Roles (MSAS 2005) Assigning Cube Role Permissions (MSAS 2005) Sample Configuration - Cube Role Permission (MSAS 2005) Pre-Installation Worksheets - MSAS Clarity Web Server Clarity Application Server

7 Clarity OLAP Database Server Clarity Relational Database Server Other Configurations Server Installations Installing Clarity Server Clarity Server Prerequisites Starting the Clarity Server Installation Program Running the Clarity Server Installation Wizard Installing Visualizer Server Visualizer Server Prerequisites Starting the Visualizer Server Installation Program Running the Visualizer Server Installation Wizard Installing Clarity Consolidations Clarity Consolidations Prerequisites Starting the Consolidations Installation Program Running the Consolidations Installation Wizard Client Installations Installing Template Builder Template Builder Prerequisites Starting the Template Builder Installation Program Running the Template Builder Installation Wizard Confirm MS-Excel Settings After Installation Installing Visualizer Builder Visualizer Builder Prerequisites Starting the Visualizer Builder Installation Program Running the Visualizer Report Builder Installation Wizard Installing Cube Manager Cube Manager Prerequisites Starting the Cube Manager Installation Program Running the Cube Manager Installation Wizard Configuring Cube Manager Minimum SQL Server Database Permissions Required for Cube Manager Users Post-Installation Configuration Enable Transactions Across All Clarity Servers Clarity Application Server Relational Database Server Configure Network Security Permissions Essbase/DB2 OLAP Installation

8 MSAS Installation Additional Steps for Visualizer Server Installations Visualizer Installation in MSAS Visualizer Server (All Platforms) Visualizer Server (Windows 2000 Only) Kerberos Authentication (MSAS) Report Books Configuration Clarity Web Server Clarity Application Server Custom VBS Functions Add/Remove CPMQueuedComponents Clarity Scheduler Configuration Configuring Clarity Scheduler Settings Configuring Clarity Scheduler for SSO Configuring IE Settings for Scheduled Features End User Client Configuration The ActiveX Control Automatic Download Manual Download ActiveX XML Configuration Internet Options Add Clarity URL to List of Trusted Web Sites Settings in Trusted Site Zone Enabling Integrated Windows Authentication (Kerberos) Enabling IE Settings for Secure Sockets Layer (SSL) Configurations Starting Clarity from a Client Machine Client-side Troubleshooting Failover Overview Active/Passover Failover Server Farm Failover Appendix: Server Installation Processes

9 Clarity Overview 0 About Clarity 6 Clarity 6 is a single-integrated application that offers the flexibility, security, and control needed to make more informed business decisions, meet compliance requirements and ensure better corporate responsibility through its highly feature-rich environment. With Clarity 6, there are no modules or add-ons required to perform the necessary performance management processes and functions. Budgeting, forecasting, planning, reporting, consolidations, scorecards, analysis, modeling and more all in a single, webbased and Excel-compatible application that utilizes existing databases and financial models. 1

10 CLARITY OVERVIEW Clarity 6 is the only performance management application that supports multiple industry standard OLAP databases, and it supports multiple industry-standard relational databases as well. This ability to simultaneously interact with both relational and multi-dimensional OLAP databases means that Clarity 6 leverages your existing investment in database technology, and connects directly to those databases currently in your environment. As a web-based application, Clarity 6 provides accessibility and visibility across the organization while easing deployment and maintenance tasks. Clarity Budgeting and Planning Budgeting and Planning with Clarity 6 allows for control over the accuracy, completeness, and timeliness of an enterprise-wide budgeting process. Clarity 6 easily facilitates budget preparation at any level of granularity. Features include: Excel look and feel on the web. Secure centralized database. Collaboration with several or thousands of planners contributing numbers. Ease of use allows for input of data via a template online or uploading a spreadsheet; allocation of data across periods and adjusting of data by a percentage. Top-down or bottom-up planning. Human Resource and Capital planning is built-in. Quick access to line item details. Ease of deployment. Workflow allows for close monitoring of the budget cycle. Clarity Forecasting Forecasting with Clarity 6 allows for quick reactions to the rapidly changing competitive landscape. As drivers change, the impact on financial results can be obtained very quickly with Clarity 6. Features include: Excel look and feel on the web. Secure centralized database. Multiple versions. Rolling forecasts. 2

11 CLARITY OVERVIEW..... Spreading patterns. Advanced business rules and modeling capabilities. Clarity Reporting Reporting with Clarity 6 allows for the distribution of reports to management on a scheduled basis with a choice of output format. Features include: Choice of output format. Books of reports. Ad-hoc reporting. Advanced hierarchy and template/report security controls access to data. Ease of distribution. Clarity Consolidations Financial consolidations with Clarity 6 allows for the consolidation of financial results quickly and accurately while keeping in compliance with international accounting and regulatory standards. Features include: Import of data from multiple source systems. Foreign currency translation. Inter-company eliminations. Journal entries. Consolidation methods. Alternate hierarchies. Clarity Scorecards Clarity 6 Scorecards help align tactics with corporate strategies; communicate company objectives, and monitor performance against targets. Features include: Focusing on priorities. Insight into your organization. 3

12 CLARITY OVERVIEW Multiple indicators at a glance. Access to detail. Clarity Analysis Analysis with Clarity 6 helps make accurate, meaningful, and timely decisions. The intuitive web interface provides information in a clear, presentable and highly graphical format. Features include: Easy to use template building wizard. Powerful graphics with Clarity Visualizer. Drill down to underlying transactions or into more detailed reports. Zooming-in and zooming-out. Traffic lighting to identify values that exceed, meet or fall below a specified threshold. Cell notes and row notes to embed explanations. Point of view selection to quickly slice and dice data. Clarity Modeling Modeling with Clarity 6 provides the ability to adjust various financial and non-financial parameters to determine the impact of these changes on the overall financial results of the organization. Features include: Flexible business rules. Parameter based calculations. Multiple versions. Alternate scenarios to compare the results. Goal seeking. 4

13 About This Documentation 1 About this Guide This guide provides all the information needed to install and configure the Clarity 6 webbased integrated applications. Conventions and Terminology This guide uses standard Microsoft naming conventions and terminology to describe the Clarity 6 web-based graphical user interface. Shortened Names and Acronyms The following table lists the shortened names or acronyms commonly used in this guide. Full Name Clarity 6 Clarity Application Server Clarity Consolidations Clarity Cube Manager Clarity Security Services Clarity Template Builder Clarity Visualizer Clarity Visualizer Report Builder Clarity Web Interface Clarity Web Server Database Administrator Essbase Spreadsheet Add-In Graphical User Interface Hyperion Essbase Shortened Name or Acronym Clarity Application Server Consolidations Cube Manager or CM CSS Template Builder Visualizer Visualizer Builder Web Interface Web Server DBA Spreadsheet Add-In GUI Essbase 5

14 ABOUT THIS DOCUMENTATION Hyperion Essbase Integration Services Hyperion EIS or EIS IBM DB2 OLAP OLAP Inter-company I/C Internet Information Services IIS Microsoft MS Microsoft Analysis Services MSAS Microsoft Excel Excel Microsoft Internet Explorer Internet Explorer or IE Microsoft SQL Server 2000 SQL Server 2000 Microsoft SQL Server 2005 SQL Server 2005 On-line Analytical Processing OLAP Single Sign-On SSO Structured Query Language SQL Uniform Resource Locator URL Visual Basic VB Visual Basic Script VBS Naming Conventions The following naming conventions are used throughout this guide: Bold text indicates items such as keys, buttons and menu commands that require you to press, click or select. For example, click OK means to click the left-mouse button once on the OK button. Bold text is also used to highlight the names of dialog boxes, tabs, fields, and other interface elements. Notes provide important information such as warnings, tips, or consequences of an action. Generally Clarity Reports are referred to as templates as there is no structural difference when building a Clarity Template or Clarity Report. When exceptions occur, references will be made to reports. Additional Reading The following guides are available for Clarity 6: Clarity 6 Administration Guide (including Template Builder) Clarity 6 Installation Guide (including Template Builder) 6

15 ABOUT THIS DOCUMENTATION..... Clarity 6 Administration Guide for Consolidations Clarity 6 Installation Guide for Consolidations Clarity 6 Administration Guide for Cube Manager Clarity 6 Installation Guide for Cube Manager Clarity 6 Administration Guide for Visualizer Clarity 6 Installation Guide for Visualizer Clarity 6 System Guide 7

16 8 ABOUT THIS DOCUMENTATION

17 Installation Overview 2 Clarity 6 is a corporate performance management solution that enables administrators to create corporate standardized reports and data entry templates based on existing company data. These templates and reports are then distributed to a user community for enterprisewide financial processes, such as budgeting, planning, forecasting, and corporate reporting. Clarity leverages the power of OLAP and relational databases. The environment provides a budgeting and reporting solution featuring an easy-to-use front end interface for a financebased end user community. Note: For support information on third party OLAP and relational database server applications, such as Hyperion Essbase and Microsoft SQL Server, please consult the documentation provided by the software manufacturer. Clarity documentation does not detail aspects of these components beyond the minimal definitions required to perform specific Clarity configuration tasks. This document is intended to help guide you through the installation and configuration of Clarity. It contains an overview of the high-level architecture, prerequisites, installation steps, and troubleshooting information. It is organized in sequential order, and therefore each section should be read and followed in succession to ensure that the Clarity 6 installation is a successful one. This section describes the following: Clarity 6 Network Topology The Clarity 6 Installation Process Server, Application, and Option Considerations 9

18 10 INSTALLATION OVERVIEW

19 INSTALLATION OVERVIEW Clarity 6 Network Topology..... CLARITY 6 NETWORK TOPOLOGY End users access Clarity via a web browser interface that ultimately communicates with the OLAP and relational database environments. Clarity uses a series of server processes in order to co-ordinate communication from an end user client to the database environment. Clarity is comprised of the following server processes: The Clarity Web Server The Clarity Application Server The OLAP Database Server The Relational Database Server Other components include administrator and end user client machines, and existing ERP systems. 11

20 INSTALLATION OVERVIEW Clarity 6 Network Topology The following diagrams illustrate Clarity s high-level technical architecture: 12

21 INSTALLATION OVERVIEW Clarity 6 Network Topology..... Existing Data Sources Existing data sources encompass all existing ERP systems (human resource systems, general ledgers, etc.) Information is extracted from these sources and transferred to the Clarity database environment (which consists of the OLAP and Relational Database Servers). Typically, transaction or salary data is stored within the relational database, and account-level data is loaded to the OLAP database. At the end of the planning cycle, plan data can be pushed back to the source systems if desired. (For example, the system can load next year s plan back into the general ledger.) The Clarity Database Environment Information from existing data sources is allocated between the OLAP and Relational Database Servers. This information is accessed through the web interface, using the Application Server and Web Server to communicate between the various components. Clarity Web Server End user requests are serviced by the Clarity Web Server, which then passes the request to the Application Server for communication to the appropriate database. The Web Server hosts the Web Service via Internet Information Services (IIS). End users access this service to perform budgeting, reporting, and data modeling functions. End User Client End users access the system via Microsoft Internet Explorer (IE) by entering the URL of the Clarity Web Service (hosted by the Web Server). All changes and requests made by end users are relayed back to the Clarity database environment via the Web and Application Servers. Administrator Client Administrator clients communicate with the Web Server in the same manner as end user clients. However, most administrator clients also communicate directly with the OLAP and Relational Database Servers, as well as the file directories of the Web and Application Servers. This additional access enables administrators to create templates and reports, maintain and update the database environment, and perform other administrative and maintenance tasks and procedures. 13

22 14 INSTALLATION OVERVIEW Clarity 6 Network Topology

23 INSTALLATION OVERVIEW The Clarity 6 Installation Process..... THE CLARITY 6 INSTALLATION PROCESS The Clarity 6 installation CD provides you with all of the required elements to successfully install and implement the Clarity 6 solution. Clarity 6 consists of a series of server and client installations. The following installations compose the Clarity 6 software solution: Server Installations Clarity Server Clarity Visualizer Server Clarity Consolidations Client Installations Clarity Template Builder Clarity Visualizer Report Builder Clarity Cube Manager 15

24 16 INSTALLATION OVERVIEW The Clarity 6 Installation Process

25 INSTALLATION OVERVIEW Server and Application Considerations..... SERVER AND APPLICATION CONSIDERATIONS The Clarity 6 Servers (Web Server, Application Server, and OLAP and Relational Database Servers) are all mandatory installation components. That is, each server must be installed in order for Clarity 6 to function properly. Additionally, the instance must contain at least one Clarity client and/or administrator machine so end users can access the Clarity 6 functionality. Clarity 6 Server applications (Clarity Server, Visualizer Server and Consolidations) are installed on the web server. Clarity 6 Client applications (Template Builder, Cube Manager, and Visualizer Report Builder) are installed on client and administrator machines, and are not mandatory to the general functionality of the Clarity 6 Servers. However, it is strongly recommended that these applications are installed for template and report building (Clarity Template Builder), Visualizer report building (Visualizer Report Builder) and database maintenance (Cube Manager). 17

26 18 INSTALLATION OVERVIEW Server and Application Considerations

27 Software Requirements 3 This section lists the minimum software requirements for servers and client machines. The following installation elements are described in this section: Web Server (including Visualizer Server) Application Server OLAP Database Server Relational Database Server End User Client Template Builder Client Visualizer Builder Client Cube Manager Client 19

28 20 SOFTWARE REQUIREMENTS

29 SOFTWARE REQUIREMENTS Web Server..... WEB SERVER Depending on the OLAP Database Server platform that the installation uses, the Web Server may have different software requirements. Clarity 6 uses Microsoft Internet Information Services (IIS) as the web hosting service. Essbase/DB2 OLAP Installation The following list contains the software requirements for the Web Server when utilizing an Essbase/DB2 OLAP database platform for the OLAP Database Server: Platform: Windows 2000 Server SP2 or higher, or Windows 2003 TCP/IP connectivity to the Application Server Microsoft Internet Information Services (IIS) v5.0 or higher (with Microsoft SMTP Services) Microsoft.NET Framework v1.1 Note: If.NET Framework v2.0 is installed, the hot fix to support same must be installed after installing Clarity Server. MSAS Installation The following list contains the software requirements for the Web Server when utilizing an MSAS database platform for the OLAP Database Server: Platform: Windows 2000 Server SP2 or higher, or Windows 2003 Note: Windows 2000 Server SP4 or Windows 2003 is required for MSAS 2005 TCP/IP connectivity to the Application Server Microsoft Internet Information Services (IIS) v5.0 or higher (with Microsoft SMTP Services) Network DTC Access Microsoft.NET Framework v1.1 Note: If.NET Framework v2.0 is installed, the hot fix to support same must be installed after installing Clarity Server. 21

30 SOFTWARE REQUIREMENTS Web Server Visualizer Server The following are additional requirements for Visualizer Server: ASP.NET Clarity 6 Web Server must be installed prior to Visualizer Server installation 7Mb of free disk space The following requirements are included in the Visualizer Server installation program: ASP.NET State Service (the service is set to automatic startup which is a mandatory setting) DirectX Runtimes (to provide stability for Visualizer charting components) NevronTemp folder created (if default server root is...\inetpub\wwwroot, otherwise folder must be created manually, and all users require read/write access) Note: Visualizer Server needs to be installed on same machine as the Clarity Web Server. 22

31 SOFTWARE REQUIREMENTS Application Server..... APPLICATION SERVER Depending on the OLAP Database Server platform that the installation uses, the Application Server may have different software requirements. The Application Server uses COM+ components to manage all communications to and from the OLAP and relational database environments. Essbase/DB2 OLAP Installation The following are the requirements for the Application Server: Platform: Windows 2000 Server SP2 or higher, or Windows 2003 TCP/IP connectivity to the OLAP and relational database servers Relational database server client application Microsoft Excel 2000, XP, or 2003 Microsoft Message Queue v2.0 without Active Directory Integration Microsoft SMTP Services Runtime Client for OLAP Server MDAC 2.6 or higher Network DTC Access ADOMD.NET MSAS Installation The following are the requirements for the Application Server: Platform: Windows 2000 Server SP2 or higher, or Windows 2003 TCP/IP connectivity to the OLAP and relational database servers Relational database server client application Microsoft Excel 2000, XP, or 2003 Microsoft Message Queue v2.0 without Active Directory Integration SQL Server Client Tools (used to install the sample OLAP database) MDAC 2.6 or higher Microsoft SMTP Services Network DTC Access ADOMD.NET 23

32 SOFTWARE REQUIREMENTS Application Server If MSAS 2000: Microsoft Analysis Services 2000 client, SP3a or higher If MSAS 2005: Analysis Services OLEDB 9.0 Provider Microsoft XML Core Services (MSXML)

33 SOFTWARE REQUIREMENTS OLAP Database Server..... OLAP DATABASE SERVER Clarity 6 leverages the Essbase/DB2 OLAP or Microsoft Analysis Services OLAP database platforms as the OLAP Database Server component. These platforms require a separate installation selection when the installation program is run, and other server requirements are affected, depending on the OLAP Database Server type. Essbase/DB2 OLAP Installation Hyperion Essbase (6.x, 7.x and System 9) or IBM DB2 (6.x, 7.x) on: Windows (NT 4, 2000, XP, or 2003) UNIX (IBM-AIX, HP/UX, Sun Solaris) IBM 390 (DB2 OLAP 390) MSAS Installation If MSAS 2000: Microsoft Analysis Services 2000 Enterprise SP3a or higher If MSAS 2005: Microsoft Analysis Services 2005 Enterprise 25

34 26 SOFTWARE REQUIREMENTS OLAP Database Server

35 SOFTWARE REQUIREMENTS Relational Database Server..... RELATIONAL DATABASE SERVER Clarity Systems provides an automated script to create the relational database tables, constraints, indexes, etc. and populates the table with sample data. Depending on the OLAP Database Server platform used in the installation, different relational databases are supported. The requirements are: RDBMS installed An empty schema/database on the relational database (this is a manual step in the installation process) Network DTC Access Essbase/DB2 OLAP Installation The following relational databases are supported: Microsoft SQL Server 2000 Enterprise SP3a or higher, Microsoft SQL Server 2005 Enterprise Oracle 8i, 9i, or 10g IBM DB2 8.1 or 8.2 MSAS Installation The following relational database is supported: Microsoft SQL Server 2000 Enterprise SP3a or higher, Microsoft SQL Server 2005 Enterprise Note: SQL Server installations should be performed with Mixed Mode Authentication. 27

36 28 SOFTWARE REQUIREMENTS Relational Database Server

37 SOFTWARE REQUIREMENTS End User Client..... END USER CLIENT End user client machines have the same requirements for both Essbase/DB2 OLAP and MSAS environments: Platform: Microsoft Windows 2000, XP, or 2003 Microsoft Internet Explorer 5.5 SP2 (IE 6.0 recommended) Microsoft Excel 97 or higher (with a license for Excel 2000 or higher) TCP/IP connectivity to the Web Server Microsoft Office Web Component (each client machine requires a license for Excel 2000 or higher, in order to run the Microsoft Web Component) Note: Refer to the Post-Installation Configuration section of this guide for End User Client Configurations that includes deployment of the Clarity ActiveX Control. 29

38 30 SOFTWARE REQUIREMENTS End User Client

39 SOFTWARE REQUIREMENTS Template Builder Client..... TEMPLATE BUILDER CLIENT Template Builder client machines have the same requirements for both Essbase/DB2 OLAP and MSAS environments: Platform: Windows 2000 Server SP2 or higher, or Windows 2003 TCP/IP connectivity to the Web Server. Microsoft Excel 2000 or higher. 31

40 32 SOFTWARE REQUIREMENTS Template Builder Client

41 SOFTWARE REQUIREMENTS Visualizer Builder Client..... VISUALIZER BUILDER CLIENT Visualizer Builder client machines have the following requirements: Platform: Windows 2000 Server SP2 or higher, or Windows 2003 Database support files: Essbase/DB2 OLAP - OLAP Runtime Client must be installed manually. MSAS - Files are included in the Visualizer Builder installation program. TCP/IP connectivity with the OLAP database environment. TCP/IP connectivity to the Web Server. File share access to the.../reports folder Correct configuration of firewall to allow access to Essbase or MSAS server(s). 6Mb of free disk space.net Framework 1.1 Note: If.NET Framework v2.0 is installed, the hot fix to support same must be installed. 33

42 34 SOFTWARE REQUIREMENTS Visualizer Builder Client

43 SOFTWARE REQUIREMENTS Cube Manager Client..... CUBE MANAGER CLIENT Cube Manager client machines have the following requirements: Platform: Windows 2000 SP1-SP4, Windows XP SP1-SP2 or Windows 2003 Cube Manager uses.net Framework v1.1 and will be installed by the installation program, if it does not already exist. 35

44 36 SOFTWARE REQUIREMENTS Cube Manager Client

45 Server Pre-Installation Tasks 4 In order to prepare your servers for the Clarity installation, there are several tasks that must be performed. This section includes the following topics: Pre-Installation Tasks (Essbase/DB2 OLAP) Pre-Installation Worksheets (Essbase/DB2 OLAP) Pre-Installation Tasks (MSAS) Pre-Installation Worksheets (MSAS) 37

46 38 SERVER PRE-INSTALLATION TASKS

47 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - Essbase/DB2 OLAP..... PRE-INSTALLATION TASKS - ESSBASE/DB2 OLAP The following pre-installation tasks must be completed prior to installing: Install and enable Internet Information Services (IIS) (Web Server) Install and enable.net Framework v1.1 (Web Server) Install and enable Microsoft Message Queue (Application Server) Install Internet Information Services (IIS) 1. Navigate to the Add/Remove Programs dialog window (Start>Control Panel>Add/Remove Programs) and click Add/Remove Windows Components. 2. Ensure that the Application Server check box is selected and click Details: 39

48 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - Essbase/DB2 OLAP 3. Select Internet Information Services (IIS) and ensure that it is checked. Click Details and ensure the following items are selected and then click OK: Common Files Internet Information Services Manager SMTP Service World Wide Web Service 4. Select World Wide Web Service and click Details. Ensure that the following items are checked and then click OK: Active Server Pages Server Side Includes World Wide Web Service 5. Click OK, click OK again, and then click Next. Internet Information Services (IIS) installs and confirms when it is finished. Click Finish to close the wizard. 40

49 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - Essbase/DB2 OLAP..... Install ASP.NET for.net Framework v Navigate to the Add/Remove Programs dialog window (Start>Control Panel>Add/Remove Programs) and click Add/Remove Windows Components. 2. Ensure that the Application Server check box is selected and click Details. 3. Ensure that the ASP.NET check box is selected and click OK: 4. Click OK again and then click Next. 5..NET Framework installs. A confirmation message will confirm a successful install when it is complete. Note: These steps apply only on Windows 2003 platforms or higher. If you are installing.net Framework 1.1 on Windows 2000, ASP.NET is automatically installed with.net Framework. If.NET Framework 2.0 is installed, the hot fix to support same must be installed, after installing Clarity Server. 41

50 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - Essbase/DB2 OLAP Register ASP.NET for IIS 1. Start IIS. 2. Right-click any virtual directory and click Properties. 3. On the popup window, choose Home Directory tab and click Configuration button. 4. If there is no.aspx or.asmx in the list, ASP.NET is probably not registered for IIS. 5. To register, run C:\WINDOWS\Microsoft.NET\Framework\v \aspnet_regiis.exe /I. Depending on.net version and windir, the directory could be different. 42

51 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - Essbase/DB2 OLAP..... Install Microsoft Message Queue 1. Navigate to the Add/Remove Programs dialog window (Start>Control Panel>Add/Remove Programs) and click Add/Remove Windows Components. 2. Ensure that Application Server is selected and click Details. 3. Ensure that Message Queuing is selected and click Details: 4. Ensure that Active Directory Integration is unchecked and that the only item checked is Common. Click OK. 5. Click OK again and then click Next. 6. Message Queuing installs and a confirmation message will appear when the installation is complete. 43

52 44 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - Essbase/DB2 OLAP

53 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets -Essbase/DB2 OLAP..... PRE-INSTALLATION WORKSHEETS - ESSBASE/DB2 OLAP Use the following worksheet tables to check off the pre-installation preparation tasks and fill out the appropriate parameters for each relevant server component before running the Clarity 6 installation program: Installation Parameters OLAP Type: Administrative User Name/Password: Administrative User First Name: Administrative User Last Name: Administrative User Value Essbase/DB2 OLAP Clarity Web Server Install Microsoft IIS Pre-Install Tasks Installed Install.NET Framework 1.1 (included with Installer) (Windows 2003 is pre-loaded with.net Framework) If.NET Framework 2.0 is installed, install the hot fix to support same after installing Clarity Server. Install/Enable ASP.NET from Add/Remove Windows Components (Windows 2003 or later) Installation Parameters Web Server (Computer Name) Web Site Virtual Directory (default = CPM) Report Book URL ( Install Sample Templates and Reports? Value Yes / No 45

54 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets -Essbase/DB2 OLAP Clarity Application Server Pre-Install Tasks MS Excel 2000 or higher and Office Web Components Installed Install MS Message Queue (without active directory integration) Distributed Transaction Coordinator Service running Install Essbase Runtime Client Install Relational Database Client (for Oracle and DB2) Note: For DB2, we support v or higher. For Oracle, we support v or higher with at least the following components: Window interface, sqlplus and network utilities. Create Service Account (user account who is a member of the local Windows Administrators group on the Clarity Server) Install Printer Installation Parameters Web Server URL ( DB Type (SQL Server, Oracle, DB2) Server Name (SQL/TNS) (Not applicable if DB2) Database Name (SQL/DSN) (Not applicable if Oracle) User ID (User whose identity Clarity would connect to the Clarity relational database) Password Use Windows Authentication? (Yes/No) User Name for Clarity Service Account (COM+ Identity Account) (Windows User with Local Admin rights) Value 46

55 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets -Essbase/DB2 OLAP..... Installation Parameters Password for Clarity Service Account Export Proxy? (Yes, only if Web and Application are on different servers) Value Yes / No Clarity OLAP Database Server Pre-Install Tasks Create a user with administrator/supervisor rights to create and modify OLAP cubes (required if installing the sample OLAP cube and sample OLAP data provided by Clarity) Installed Installation Parameters OLAP Server User ID (OLAP user name who is a Supervisor account on the OLAP server) Password Load Sample OLAP Cube? Value Yes / No Clarity Relational Database Server Pre-Install Tasks Create an empty relational database/schema Installed Create a user with DBA rights to create database tables and other objects (Db owner) Installation Parameter DB Type (SQL Server, Oracle, DB2) Server Name (SQL/TNS) (Not applicable if DB2) Database Name (SQL/DSN) (Not applicable if Oracle) Value 47

56 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets -Essbase/DB2 OLAP Installation Parameter User ID (who has DBA rights to create DB tables and objects) Password/Confirm Password Use Windows Authentication Load Sample Relational Data Table schema (Not applicable if SQL Server) Value Yes / No Yes / No 48

57 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... PRE-INSTALLATION TASKS - MSAS The following pre-installation tasks must be completed prior to installing: Install and enable Internet Information Services (IIS) (Web Server) Install and enable.net Framework v1.1 (Web Server) Install ADOMD.NET (Application Server) If MSAS 2000: Migrate Analysis Services 2000 Repository to SQL Server (OLAP DB Server) Configure MDX Compatibility (OLAP Server) If MSAS 2005, install: Microsoft XML Core Services 6.0 (MSXML6.0) (Application Server) Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider (Application Server) Install and enable Microsoft Message Queue (Application Server) 49

58 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Install Internet Information Services (IIS) 1. Navigate to the Add/Remove Programs dialog window (Start>Control Panel>Add/Remove Programs) and click Add/Remove Windows Components. 2. Ensure that the Application Server check box is selected and click Details: 3. Select Internet Information Services (IIS) and ensure that it is checked. Click Details and ensure the following items are selected and click OK: Common Files Internet Information Services Manager SMTP Service World Wide Web Service 50

59 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Select World Wide Web Service and click Details. Ensure that the following items are checked and click OK: Active Server Pages Server Side Includes World Wide Web Service 5. Click OK, click OK again, then click Next. Internet Information Services (IIS) installs and confirms when finished; click Finish to close the wizard. 51

60 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Install ASP.NET for.net Framework v1.1 Note: These steps apply only on Windows 2003 platforms or higher. If you are installing.net Framework 1.1 on Windows 2000, ASP.NET is automatically installed with.net Framework. For 64-bit Windows versions, you must first install the 32-bit version of the.net Framework 1.1 (DotNetFX.exe), which is available from the Microsoft website. It is also included in the Template Builder installation directory. Note: If.NET Framework 2.0 is installed, the hot fix to support same must be installed, after installing Clarity Server. 1. Navigate to the Add/Remove Programs dialog window (Start>Control Panel>Add/Remove Programs) and click Add/Remove Windows Components. 2. Ensure that the Application Server check box is selected and click Details. 3. Ensure that the ASP.NET check box is selected and click OK. 4. Click OK again and then click Next. 5..NET Framework installs and a confirmation message will appear when the installation is complete. 52

61 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... Register ASP.NET for IIS (32-Bit Windows Versions) To run the 32-bit version of ASP.NET 1.1 in a 32-bit Windows version, perform the following tasks: 1. Start IIS. 2. Right-click on Default Web Site and click Properties. 3. Click on the Home Directory tab and click the Configuration button. 4. If there is no.aspx or.asmx in the list, ASP.NET is probably not registered for IIS. 5. To register, run C:\WINDOWS\Microsoft.NET\Framework\v \aspnet_regiis.exe /I. Depending on.net version and windir, the directory could be different. 53

62 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Register ASP.NET for IIS (64-Bit Windows Versions) To run the 32-bit version of ASP.NET 1.1 in a 64-bit Windows version, perform the following tasks: 1. Choose Start > Run, type cmd, and then click OK. 2. In the DOS command window, type the following command to enable the 32-bit mode: cscript %SYSTEMDRIVE%\inetpub\adminscripts\adsutil.vbs SET W3SVC/AppPools/Enable32bitAppOnWin Type the following command to install the version of ASP.NET 1.1 and to install the script maps at the IIS root and under: %SYSTEMROOT%\Microsoft.NET\Framework\v \aspnet_regiis.exe -i 4. In IIS Manager, make sure that the status of ASP.NET version is set to Allowed in the Web service extension list. Note: For further reference, please refer to the Microsoft support website knowledge base article Install ADOMD.NET To install ADOMD.NET, perform the following steps: 1. Browse to the Prerequisites folder on the Installation CD via Windows Explorer and open the ADOMD.NET folder. 2. Run the installation program: 32-bit Windows versions - Double-click ADOMD.NET.msi to run the installation program. 64-bit Windows versions - Double-click ADOMD.NET_x64.msi to run the installation program. 3. Complete the installation program by choosing all of the default options available. Exit the installer when prompted that the installation is complete. Install Microsoft XML Core Services 6.0 (MSXML6.0) To install MSXML6.0, perform the following steps: 1. Browse to the Prerequisites folder on the Installation CD via Windows Explorer and open the MSXML6.0 folder. 54

63 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Run the installation program: 32-bit Windows versions - Double-click msxml6.msi to run the installation program. 64-bit Windows versions - Double-click msxml6_x64.msi to run the installation program. 3. Complete the installation program by choosing all of the default options available. Exit the installer when prompted that the installation is complete. Install Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider To install ASOLEDB9.0, perform the following steps: 1. Browse to the Prerequisites folder on the Installation CD via Windows Explorer and open the ASOLEDB9.0 folder. 2. Run the installation program: 32-bit Windows versions - Double-click SQLServer2005_ASOLEDB9.msi to run the installation program. 64-bit Windows versions - Double-click SQLServer2005_ASOLEDB9_x64.msi to run the installation program. 3. Complete the installation program by choosing all of the default options available. Exit the installer when prompted that the installation is complete. Install Microsoft Message Queue 1. Navigate to the Add/Remove Programs dialog window (Start>Control Panel>Add/Remove Programs) and click Add/Remove Windows Components. 2. Ensure that Application Server is selected and click Details. 3. Ensure that Message Queuing, is selected and click Details: 4. Ensure that Active Directory Integration is unchecked, that Common is checked, and click OK. 5. Click OK again and then click Next. 6. Message Queuing installs. A confirmation message will confirm a successful install when it is complete. 55

64 56 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS

65 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... Migrate Analysis Services 2000 Repository to SQL Server If MSAS 2000: 1. Open SQL Server Enterprise Manager (Start>All Programs>Microsoft SQL Server>Enterprise Manager), and expand the tree view to the Database folder: 2. Right-click on Databases and click New Database. 3. Enter ASRepository in the name field and click OK. 4. Expand the tree view to the Security folder. 5. Right-click Logins and click New Login. 6. Enter asrepository in the name field. 7. Select the SQL Server Authentication option and type in a password. 8. Choose ASRepository from the database list. 9. Click the Database Access tab. 10. Select the ASRepository database check box. 11. Select the db_owner check box and click OK. 12. Click the Server Roles tab 57

66 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS 13. Ensure that ASRepository has the role of System Administrator. 14. Open Analysis Manager (Start>All Programs>Microsoft SQL Server>Analysis Services>Analysis Manager) and right-click on the server name. 15. Click Migrate Repository. The Migrate Repository Wizard appears: 16. Select the Analysis Services native format option. Click Next: 17. Enter the name of the SQL Server and click Next. 58

67 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Select SQL Server authentication using login ID and password, and enter the asrepository ID (created in Step 6) in the Login ID field and a password in the Password field. Click Next: 19. Select the ASRepository data from the drop down menu provided and click Finish. A confirmation message appears. Click OK to finish the migration process: 59

68 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Kerberos Authentication (MSAS) If the Application Server and the OLAP Server run on two separate physical machines, then perform the following tasks to configure Clarity 6 to work with Kerberos authentication: 1. Create a service account that is a domain account and is a local administrator of the Clarity Web and Application Servers. For MSAS 2000, ensure the new account belongs to the OLAP Administrator group on the OLAP Database Server. Note: In MSAS 2000, the OLAP Administrator group is created when you install the MSAS client application on the Clarity Application Server; this group is not inherently part of Windows. For MSAS 2005 ensure the new account belongs to the server role (within MSAS 2005) on the OLAP server. This Service Account will be used as the COM+ identity. 60

69 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Mark the new account as Trusted for Delegation. The property is located in the domain controller under the Active Directory Users and Computers > Users > UserName > Properties > Account tab. If the Account is Trusted for Delegation checkbox does not appear in the Account tab, run the following commands: setspn.exe-a http/webservername serviceaccount setspn.exe-a http/webservername.domain.com serviceaccount After the commands are run, the Delegation tab will appear. 3. For MSAS 2000, ensure the MSSQLServerOLAPService on the OLAP Database Server is running under the LocalSystem account. For MSAS 2005, ensure the SQL Server Analysis Services service on the OLAP Database Server is running under the LocalSystem account. Note: If running under a domain account, you will need to run commands on the OLAP server. See step Ensure the user account(s) that you want to be delegated by Kerberos has the Account is sensitive and cannot be delegated option disabled. This property is located in the 61

70 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS domain controller under the Active Directory Users and Computers > Users > UserName > Properties > Accounts tab. 5. Ensure the Clarity 6 Application Server(s) is marked as Trusted for Delegation. This property is located in the domain controller under the Active Directory Users and Computers>Computers>Clarity Web Server>Properties tab. 6. On the OLAP server, ensure the following entries exist for your servername: Go to the command prompt and run the following: setspn L servername: MSAS 2000 MSAS 2005 MSOLAPSvc/servername MSOLAPSvc.3/servername OR Where OLAP database uses an instance name, enter: MSOLAPSvc.3/servername:instancename MSOLAPSvc/servername.domain MSOLAPSvc.3/servername.domain OR Where OLAP database uses an instance name, enter: MSOLAPSvc.3/servername.domain:instancename 62

71 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... If the entries do not exist, add the entries by running the following two commands: MSAS 2000 MSAS 2005 setspn a MSOLAPSvc/servername servername setspn a MSOLAPSvc.3/servername servername OR Where OLAP database uses an instance name, enter: setspn a MSOLAPSvc.3/servername:instancename servername setspn a MSOLAPSvc/servername.domain servername setspn a MSOLAPSvc.3/servername.domain servername OR Where OLAP database uses an instance name, enter: setspn a MSOLAPSvc.3/servername.domain:instancename servername Note: If the command prompt can not find the program, install Support Tools for Windows which can be found in the SUPPORT/TOOLS folder on the Windows installation CD. Reboot after the installation for the setspn program to work from the command line. 7. If running under a domain account, add the entries by running the following two commands on the OLAP server: setspn a MSOLAPSvc/servername username MSAS 2000 MSAS 2005 setspn a MSOLAPSvc.3/servername username OR Where OLAP database uses an instance name, enter: setspn a MSOLAPSvc.3/servername:instancename username setspn a MSOLAPSvc/servername.domain username setspn a MSOLAPSvc.3/servername.domain username OR Where OLAP database uses an instance name, enter: setspn a MSOLAPSvc.3/servername.domain:instancename username 63

72 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Configure MDX Compatibility If MSAS 2000: 1. Click Windows Start menu and select Run. Enter regedit and click OK. Registry Editor starts. 2. On the left panel, browse through the following path: My Computer, HKEY_LOCAL_MACHINE, SOFTWARE, Microsoft, OLAP Server, and select CurrentVersion. 3. On the right panel, right-click on MDXCompatibilityValue and select Modify. 4. Set Value Data to 2 and click OK. 64

73 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... Windows Security Groups (MSAS) Note: You only need to perform this task when the OLAP server and the web/application server are on the same physical machine. Adding Groups and Users To add a new group to the server and include members within the group, perform the following steps: 1. Click on the Start menu, right-click on My Computer and choose Manage. The Computer Management dialog appears: 65

74 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS 2. Expand the Local Users and Groups folder. Right-click on Groups and select New Group: 3. The New Group dialog appears: Enter a Group name and description for the purposes of adding Clarity users. 66

75 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS To add members to the group, click on the Add button. The Select Users dialog appears: Object Types button - Use this button to select the type of object to find. By default, the object type is set to users. Locations button - Use this button to choose a location from which to view and select users to add to the group. Only users that belong to the selected domain will appear. Check Names button - After typing the name to be added, use this button to confirm that the object exists for the specified location and object type. Advanced button - Use this button to search for users to add to the group. Note: In order to add a user to the group, the user name must already exist. 5. When the required members have been added to the group, click OK to return to the New Group dialog. 6. Click Create to save your member selections and create the group. 7. Click Close to exit the New Group dialog. Your new group will appear in the Computer Management dialog. 67

76 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Create an Empty Database in SQL Server MS-SQL Server 2000 To create a new empty database, perform the following steps: 1. Launch the SQL Server Enterprise Manager. The SQL Server Enterprise Manager console appears: 2. Expand the Console Root hierarchy to view the list of local Databases: 68

77 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Right-click on Databases, and choose New Database. The Database Properties dialog appears: Enter a unique database Name that is not currently in use (ex. Clarity6) within SQL Server. 4. Click OK. The database is created. 5. To close Enterprise Manager, choose File > Exit. 69

78 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS MS-SQL Server 2005 Note: For the user credentials used to create the new database, administrator access to SQL Server is required, with permissions to create a new database. To create a new empty database, perform the following steps: 1. Launch the SQL Server Management Studio application. The Connect to Server dialog appears: For Server Type, select Analysis Services from the dropdown menu. For Server Name, select the server you want to add a cube role for. 2. Click Connect. The SQL Server Management Studio window appears: 70

79 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Right-click on Databases, and choose New Database. The New Database dialog appears: Enter a unique database Name that is not currently in use (ex. Clarity6, or FSR) within SQL Server Management Studio. 4. Click OK. The new database is created. 5. To close SQL Server Management Studio, choose File > Exit. 71

80 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Cube Roles In MSAS, cube roles are first created, and then assigned to groups and users to grant permission to the cube. Analysis Manager is the application used to configure cube permissions for MSAS 2000 installations. See Adding Cube Roles (MSAS 2000) on page -72 and Assigning Cube Role Permissions (MSAS 2000) on page -75. Microsoft SQL Server Management Studio is the application used to configure cube persmissions for MSAS 2005 installations. See Adding Cube Roles (MSAS 2005) on page -80 and Assigning Cube Role Permissions (MSAS 2005) on page -83. Adding Cube Roles (MSAS 2000) To add cube roles in MSAS 2000, perform the following steps: 1. Launch the Analysis Manager application. The Analysis Manager dialog appears: 72

81 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Expand Console Root to the Cube Roles node below the relevant cube: 3. Right-click on Cube Roles and select Manage Roles. The Cube Role Manager dialog appears: 73

82 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS 4. Click on the New button. The Create a Cube Role dialog appears: 5. Enter a Role name and click on the Add button. The Add Users and Groups dialog appears: Select the relevant group and click on the Add button. Click on the OK button. 6. Click on the OK button to return to the Cube Role Manager dialog. 74

83 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... Assigning Cube Role Permissions (MSAS 2000) To grant read or read/write access permissions to the cube, perform the following steps: 1. Expand Console Root to the Cube Roles node below the relevant cube. 2. Right-click on Cube Roles and select Manage Roles. The Cube Role Manager dialog appears: 3. Right-click on the user group within the Role column and select Edit. The Edit a Cube Role dialog appears: 4. Select Server from the Enforce on drop down list. 75

84 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS 5. Click on the Cells tab and select one of the following options from the Cell Security policy drop down list: Unrestricted Read (allows users to read data from the cube) Unrestricted Read/Write (allows users to save data to the cube) Note: There many possible cube permission configurations. Best practice is to limit unnecessary users/groups from having full control over the cube. A sample is provided of how to accomplish this - see Sample Configuration - Cube Role Permission (MSAS 2000) on page Click on the OK button. The permissions are saved and the dialog closes. 7. Click on the Close button to return to Analysis Manager. 76

85 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... Sample Configuration - Cube Role Permission (MSAS 2000) In this sample configuration, MDX statements are used to limit access to cell data contained in the Clarity cube. Users/groups belonging to the Clarity Write Users role will only have read/write access to the Budget and Forecast members of the Scenario dimension in the Clarity cube. Note: If no MDX statements are provided in the Cells page with this configuration, the role will not have any access to the cube. To limit control over the Clarity cube for the Clarity Users role, perform the following steps: 1. Select the Clarity database, and create a new cube role called Clarity Write Users : 77

86 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS 2. Right-click on the user group within the Role column and select Edit. The Edit a Cube Role dialog appears: 3. Use the Membership page to exclude users and groups that do not require access. 4. In the Dimensions page, ensure that the dimensions are set to Read and Unrestricted. 5. In the Cells page: 78

87 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... a) For Cell Security Policy, choose Advanced. Note: When advanced cell security settings are applied (customized, but not unrestricted, or unrestricted read/write), then security is applied at cell level. Server-enforced security is not available when cell security is defined on a cube. b) For Advanced Cell Security, set the Rule to use for each permission: For Read permission, choose Custom from the Rules dropdown menu. For Read-Contingent Permission, choose Fully Restricted from the Rules dropdown menu. For Read/Write permission, choose Custom from the Rules dropdown menu. c) For both Read and Read/Write permissions, use the Custom Settings field to enter an MDX statement that provides explicit access to the Budget and Forecast members contained in the cube: [Scenario].currentmember= [Scenario].[Budget] OR [Scenario].currentmember = [Scenario].[Forecast] Where: Scenario refers to a dimension in the cube. Currentmember refers to the currently selected member within the Scenario dimension. Budget and Forecast are members of the Scenario dimension. 6. Click OK to save the settings. Note: For more information on working with MDX, consult the Microsoft website: 79

88 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Adding Cube Roles (MSAS 2005) To add cube roles in MSAS 2005, perform the following steps: 1. Launch the SQL Server Management Studio application. The Connect to Server dialog appears: For Server Type, select Analysis Services from the dropdown menu. For Server Name, select the server you want to add a cube role for. Note: Administrator level access is required to add a cube role 2. Click Connect. The SQL Server Management Studio window appears: 80

89 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Select the database you want to add cube roles to, expand the view and choose Roles: 81

90 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS 4. Right-click on Roles, and choose New Role. The Create Role dialog appears: 5. Enter a Role Name, and click OK. The role is added to the cube. 82

91 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... Assigning Cube Role Permissions (MSAS 2005) To grant read or read/write access permissions to the cube, perform the following steps: 1. In the SQL Server Management Studio, select the database you want to modify cube role permissions for. 2. Select the Roles node. Right-click on the relevant cube role and select Properties. The Edit Role dialog appears: 3. Configure cube permissions for the user role. At minimum, you need to: a) Add the user(s) or group(s) that require access by clicking on the Membership page. The Select Users or Groups dialog will appear: 83

92 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS Click on Object Types to select what objects (ex. Users, Groups, Built-in Security Principals) are to be included in the search. Click on Locations to select the location/source of objects to search. Enter the object names to be included in the cube permissions. The dialog will use the Object Types and Locations specified to match an object to what you type. If you cannot find the object, do a search by clicking on Advanced, entering the search parameters and then click Find Now. b) Configure access and permissions levels using the following pages: Node Description Settings General Used to select the level of authority to perform actions on the cube. Full Control, Process Database, Full Definition Membership Select objects to include in cube access. Any user, group or built-in security principal(s) Data Sources Select a data source from the list that has already been defined. Any valid data source. Cubes Select cube(s) to provide access to. Any valid cube name. Cell Data Set read/write permissions for cell data in each cube. Read/ read-contingent/ write Dimensions Dimension Data Mining Structures Used to select what dimension sets are available to the role, and whether they are read or write. Used to specify (for any available hierarchy) what member access is included in the cube role permissions. Used to create a data structure that defines the data domain from which mining models are built. Read/ write Note: There many possible cube permission configurations. Best practice is to limit unnecessary users/groups from having full control over the cube. A sample is provided of how to accomplish this - see Sample Configuration - Cube Role Permission (MSAS 2005) on page When you are finished configuring permissions for the cube roles, click OK to exit the Edit Role dialog. 84

93 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... Sample Configuration - Cube Role Permission (MSAS 2005) In this sample configuration, MDX statements are used to limit access to cell data contained in the Clarity cube. Users/groups belonging to the Clarity Users role will only have read/write access to the Budget and Forecast members of the Scenario dimension in the Clarity cube. Note: If no MDX statements are provided in the Cell Data page with this configuration, the role will not have any access to the cube. To limit control over the Clarity cube for the Clarity Users role, perform the following steps: 1. Select the Clarity database, and create a new cube role called Clarity Users : 2. Use the Membership page to exclude users and groups that do not require access. 3. Click OK to save the settings. 4. Select the Clarity Users role again, and choose to edit the role Properties. 5. In the Edit Role dialog, click on the General page, uncheck Full Control, Process Database, and Read Definition checkboxes. 85

94 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS 6. In the Data Sources page: a) Ensure that the cube access is set to Read. b) Uncheck the Read Definition checkbox. 7. Click on the Cubes page: a) Set the the cube access for the Clarity cube to Read/Write. b) The Local Cube/Drillthrough setting is Drillthrough and Locale. c) Uncheck the Process checkbox. 8. In the Cell Data page: a) Choose the Clarity cube from the Cube dropdown menu. b) Select the Enable Read Permissions checkbox. c) Uncheck the Enable Read-Contingent Permissions checkbox. d) Select the Enable Read/Write Permissions checkbox. 86

95 SERVER PRE-INSTALLATION TASKS Pre-installation Tasks - MSAS..... e) For both Read and Read/Write permissions, use the Custom Settings field to enter an MDX statement that provides explicit access to the Budget and Forecast members contained in the cube: [Scenario].currentmember= [Scenario].[Budget] OR [Scenario].currentmember = [Scenario].[Forecast] Where: Scenario refers to a dimension in the cube. Currentmember refers to the currently selected member within the Scenario dimension. Budget and Forecast are members of the Scenario dimension. 9. Click OK to save the settings. Note: For more information on working with MDX, consult the Microsoft website: 87

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97 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets - MSAS..... PRE-INSTALLATION WORKSHEETS - MSAS Use the following worksheet tables to check off the pre-installation preparation tasks and fill out the appropriate parameters for each relevant server component before running the Clarity 6 installation program: Parameters OLAP Type: Administrative User Name/Password: Administrative User First Name: Administrative User Last Name: Administrative User Value MSAS Clarity Web Server Install Microsoft IIS Pre-Install Tasks Installed Install.NET Framework 1.1 (included with Installer) (Windows 2003 is pre-loaded with.net Framework) If.NET Framework 2.0 is installed, install the hot fix to support same after installing Clarity Server. Install/Enable ASP.NET from Add/Remove Windows Components (Windows 2003 or later) Installation Parameters Web Server (Computer Name) Web Site Virtual Directory (default - CPM) Report Book URL ( Install Sample Templates and Reports? Value Yes / No 89

98 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets - MSAS Clarity Application Server Pre-Install Tasks MS Excel 2000 or higher and Office Web Components Installed If MSAS 2000, install: SQL Server 2000 SP4 Client Tools Analysis Manager Decision Support Objects (DSO) MSAS Client Tools Pivot Table Services For MSAS 2005, install: Microsoft XML Core Services 6.0 (MSXML6.0) Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider (ASOLEDB9.0). Install MS Message Queue (without active directory integration) Distributed Transaction Coordinator Service is running Create Service Account - (user account who is a member of the local Windows Administrators group on the Clarity Server) Install a Printer Installation Parameters Web Server URL ( DB Type (SQL Server, Oracle, DB2) Server Name Database Name User ID (User whose identity Clarity would connect to the Clarity relational database) Password Use Windows Authentication User Name for Clarity Service Account (refer to Step 1 of Kerberos Pre-installation section) Value SQL Server Yes / No 90

99 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets - MSAS..... Password for Clarity Service Account Export Proxy? Installation Parameters Value No 91

100 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets - MSAS Clarity OLAP Database Server Pre-Install Tasks If MSAS 2000, install: Microsoft Analysis Services 2000 Enterprise, SP 4 SQL Server 2000 SP4 Client Tools Installed If MSAS 2005, install: Microsoft Analysis Services 2005 If installing Demo Cube on MSAS 2000: Create a user that is a member of the OLAP Administrators group Ensure that the User ID running the Clarity installation program belongs to the OLAP Administrator Windows group Migrate Analysis Services Repository to SQL Server Installation Parameters OLAP Server User Password/Confirm Password Load Sample OLAP Cube? Note: Uncheck for MSAS 2005 Value N/A N/A Yes / No 92

101 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets - MSAS..... Clarity Relational Database Server Pre-Install Tasks Install SQL Server 2000 Enterprise SP4, SQL Server 2005 Enterprise Installed Create an empty Clarity relational database/schema If installing Demo Cube, create an empty database for the Clarity sample OLAP application Create a user that has DBA rights to create database tables and other objects (Db owner) Installation Parameters DB Type (SQL Server, Oracle, DB2) Server Name Database OLAP Sample Database name User ID Password Use Windows Authentication? Load Sample Relational Data? Note: Uncheck for MSAS 2005 Table schema (not applicable if SQL Server) Value SQL Server Yes / No Yes / No 93

102 SERVER PRE-INSTALLATION TASKS Pre-Installation Worksheets - MSAS Other Configurations Kerberos Authentication Pre-Install Tasks Configured Configure MDX Compatibility (For MSAS 2000 only) Add Cube Role(s) Assign Cube Role Permissions 94

103 Server Installations 5 The installation program enables an administrator to specify what server components to install on the physical server, as well as define specific network configuration parameters regarding the component itself. The install program also enables the administrator to specify if the OLAP database server platform is Essbase/DB2 OLAP or Analysis Services, which allows for a single installation program specific to both versions of Clarity 6. This section contains the following topics: Installing Clarity Server Installing Visualizer Server Installing Clarity Consolidations 95

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105 SERVER INSTALLATIONS Installing Clarity Server..... INSTALLING CLARITY SERVER The installation program contains a wizard that enables you to set server configuration parameters and, if needed, define what specific server components are to be installed on the machine. If your Clarity 6 network topology has been defined for separate physical servers, you will need to run the installation program on each physical server in the network, selecting the proper components to install per machine, as required. Clarity Server Prerequisites Refer to the Server Pre-Installation Tasks section of this guide. Starting the Clarity Server Installation Program Using Windows Explorer, locate the Setup.exe file in the root folder of the installation CD. Double-click the Setup.exe icon to start the Installation Wizard. The program runs, and installs the server components you specified with the appropriate server component configuration parameters. 97

106 SERVER INSTALLATIONS Installing Clarity Server Running the Clarity Server Installation Wizard Before running the installation program, ensure that the machine on which you are installing the software meets all the prerequisites outlined above and complies with all software/hardware and pre-installation configuration parameters, as required. Important: If you are installing Clarity in the MSAS environment, and plan on installing the Application and OLAP servers on separate physical machines, you will need to configure the system to utilize Kerberos. Once the installation is complete, refer to Kerberos Authentication in the Post-Installation Configuration chapter of this guide. The installer should be run as a local administrator. If it is an MSAS 2000 installation and you plan on installing the Demo OLAP Cube and Data, then the user running the installer must be part of the OLAP Administrators Group on the OLAP Server. To install Clarity 6 Server Components: 1. Run the installation program, which will prepare to install the Clarity 6 server components: Note: You can cancel the installation program at any time during the installation process by clicking the Cancel button. 98

107 SERVER INSTALLATIONS Installing Clarity Server When the install wizard is finished loading, a panel appears prompting the administrator to continue by clicking Next: The Customer Information dialog appears: 99

108 SERVER INSTALLATIONS Installing Clarity Server 3. Enter a User Name, Company Name, and the Serial Number (License Key) provided by your software vendor when you purchased Clarity 6 in the fields provided. All three fields must be completed in order to continue with the installation. Choose the appropriate radio button selection to specify if the Clarity 6 components will be installed for anyone who uses the machine, or for the user ID of the currently logged in user only. Note: It is highly recommended that you select Anyone who uses this computer (all users) unless there is a specific reason why you cannot choose this option. 4. Click Next. The Setup Type dialog appears: Depending on the OLAP database server type, select either Essbase/DB2 OLAP, or Microsoft Analysis Services. A selection must be specified, even if you are not planning on configuring the OLAP database server to the current machine. Note: There are differences in the Installation Wizard depending on the selection made during this step. These differences are based on the type of configuration parameters required for communication between various Clarity 6 components depending on the OLAP database server platform. The steps in this procedure will outline the changes in the Installation Wizard, as needed, from this point forward. If the selection is Microsoft Analysis Services 2000 then your Web and Application servers must be on the same machine. 100

109 SERVER INSTALLATIONS Installing Clarity Server Click Next to continue. The User Login ID dialog appears: 6. Enter the user ID that you want to grant full administrative rights to all aspects of Clarity 6 (for example, Administrator).This ID will be used to initially log on to the system and create users and groups with the appropriate security permissions. Ensure that the name you specify in the Username/Login ID field is an existing user account with Supervisor/Administrator permission rights to the OLAP Server. 7. Click Next. The Administrator Details dialog appears: Enter the First Name, Last Name and address of the Clarity administrator. This information will be displayed in the Clarity 6 user ID security list in the web interface. 101

110 SERVER INSTALLATIONS Installing Clarity Server 8. Click Next to continue. The Setup Type dialog appears: Select Complete if you want to install the Clarity 6 installation files, the Web Server, the Application Server, and both the OLAP and Relational Database Servers on the same machine. Select Custom if you only want to install specific components (e.g. select Custom if you want to install the Web Server by itself. This task would be performed if you were installing the server components to different physical locations.) 9. Click Next to continue. The Installation Directory dialog appears: Specify the folder path where the server component(s) will be installed. Click Browse and navigate to a new folder path if you want to change the default Destination Folder. 10. Click Next. If you chose a Custom install in Step 9., continue to Step 11. Otherwise, skip Step 11. and proceed to Step 12. of this procedure. 102

111 SERVER INSTALLATIONS Installing Clarity Server The Select Features dialog appears: Choose the relevant server components to be installed in the folder path specified in Step 11., by selecting/de-selecting the check boxes beside each relevant name. Click Next when you are ready to install the specified components. Depending on what server types you selected in this dialog, proceed with the following steps: Server Component Install Procedure Step Web Server Setup Step 12. Application Server Setup Step 13. OLAP Database Step 14. Relational Database Step 15. Skip any of the above steps in this procedure if you did not select the server component in this dialog. 103

112 SERVER INSTALLATIONS Installing Clarity Server 12. The Web Server Setup dialog appears: Define the Web Server configuration parameters: Configuration Parameter Web Server Web Site Virtual Directory Report Book URL Load Sample Reports and Templates Description The name of the Web Server. Specify the local machine name if not automatically populated. Use the Web Server name, and not a DNS name. This field automatically populates with the current set of websites as defined by IIS. If more than one website is currently defined, select the one where you want to be installed. Enter the name of the virtual directory. Note: It is highly recommended that you use the default name, unless you have a specific reason for changing it. Enter the URL for the Report Book module. The default is This check box indicates if the installation program will load the Clarity 6 sample reports and templates when it installs the Web Server. 104

113 SERVER INSTALLATIONS Installing Clarity Server Click Next to continue. The Application Server Setup dialog appears: Define the Application Server configuration parameters: Configuration Parameter Web Server URL Description The URL of the Virtual Directory, as specified by the Web Server. This field will be greyed out and automatically populated with the URL if you specified the Web Server configuration parameters during the Installation Wizard. Relational Database Connection If not, define the URL with the following syntax: Select the Relational Database Server platform by choosing the SQL Server, Oracle, or DB2 radio button. Depending on your selection, the fields beneath the radio button selections will change. Server (or TNS Name) Note: On instances where the OLAP database server platform is Analysis Services, only the SQL Server radio button is available. Enter the name of the Relational Database Server: If the Relational Database Connection is specified as DB2, this field will be disabled. If the Relational Database Connection is specified as Oracle, this field changes to TNS Name. Enter the TNS name of the Oracle instance where you want to install Clarity 6 tables and other database objects. If the Relational Database Connection is specified as SQL Server, enter the machine name or IP address of the machine on which SQL Server is running. 105

114 SERVER INSTALLATIONS Installing Clarity Server Configuration Parameter Database User Password Confirm Password Use Windows Authentication Test Database Connection Service Account Description Enter the name of the relational database that will contain the Clarity 6 default data on the Relational Database Server: If the Relational Database Connection is specified as Oracle, this field will be disabled. If the Relational Database Connection is specified as DB2, the field name will change to DNS. Enter the DNS name in this field. Create a DNS entry for the DB2 Server instance you want to use for Clarity 6. Ensure the DNS name is the same as the DBAlias of the Clarity database, if applicable. If no DBAlias is specified for the Clarity database, use the DBName instead. Note: This value should have been manually created as a part of the server prerequisite tasks (e.g. Clarity). Enter the user ID of a predefined user ID that has full read and write permissions to the relational database and corresponding tables. Enter the password for the user ID defined in the previous field. Re-enter the password to confirm it. Determines if Windows authentication information is used to access the Relational Database Server. If this is selected, the User, Password, and Confirm Password fields are greyed out. Note: If DB2 is selected as the Relational Connection, this check box will be unavailable. Click this button to test the parameters specified in the Relational Database Connection fields. The Installation Wizard will return a confirmation message as to whether it could connect to the database or not based on the parameters that you provided in the specified fields. The User ID and Password fields in the Service Account pane should contain the log on information of a valid Windows User Identity that the COM+ components will run as. Note: The Identity must be a member of the Windows Administrators group, and cannot be defined as a system service account. User Enter the user ID of a valid Windows User Identity. This user must also be a local Windows administrator on the Web and Application Server(s). For MSAS installations: If the OLAP Server is on a separate machine than the Application Server, a domain user must be specified. See Kerberos Authentication section of this guide for more information. Password If the user is a domain user name, specify the user name in the following format: <domainname>\<username> (e.g. claritysystems\_admin) Enter the password for the user ID defined in the previous field. 106

115 SERVER INSTALLATIONS Installing Clarity Server..... Configuration Parameter Test User Credentials Export Proxy Description Click this button to test the parameters specified in the Service Account fields. The Installation Wizard will return a confirmation message as to whether the COM+ components could run or not based on the parameters that you provided in the specified fields. Determines if the COM+ components need to be exported to other physical servers in the network. Select Yes if the Application Server resides on a separate physical server from the Web Server. If both servers reside on the same machine, then select No. If you select Yes, the proxy files for exporting the COM+ components as proxy apps are automatically generated in the...\export folder on the Application Server during the installation process. The exported proxy MSI file for each application is stored in a folder named Export in the Clarity 6 root directory. Use this file to install the COM+ proxies on the Web Server. 14. Click Next to continue. The OLAP Server Setup dialog appears: Note: For MSAS installations, the User ID, Password, and Confirm Password fields are disabled. This is because MSAS uses Windows Authentication to connect to the OLAP Server. The credentials of the user who is running the installation process will be used to connect. 107

116 SERVER INSTALLATIONS Installing Clarity Server Define the OLAP Server configuration parameters: Configuration Parameter OLAP Server Load Demo OLAP Cube and Data Description The name of the OLAP Database Server. Select this check box to load the sample OLAP data to the OLAP database during the installation process. If this check box is not selected, the User ID, Password, and Confirm Password fields are disabled (as it does not need to access the OLAP server to load the data.) No user ID or password are needed if it is an MSAS installation, since MSAS uses Windows authentication to connect to the OLAP Server. It will connect as the user running the installation program. Note: For MSAS 2005 installations, unselect the Load Demo OLAP Cube and Data checkbox. User ID Enter a valid OLAP database user ID that has supervisor permissions. This ID is used by the installation program to load the sample OLAP data, if the Load Demo OLAP Cube and Data check box is selected. For MSAS 2000, ensure that the user running the installation program is a part of the OLAP Administrator group on the OLAP Server. Password Confirm Password Enter a valid password for the user ID specified in the previous field. Re-enter the password to confirm it. 15. Click Next to continue. The Relational Database Server Setup dialog appears: 108

117 SERVER INSTALLATIONS Installing Clarity Server..... Define the Relational Database Server configuration parameters: Configuration Parameter Relational Database Connection Information Description Select the Relational Database Server platform by choosing the SQL Server, Oracle, or DB2 radio button. Depending on your selection, the fields beneath the radio button selections will change. Note: On instances where the OLAP database server platform is MSAS, only the SQL Server radio button is available. Server (or TNS Name) Database Demo OLAP Database User ID Password If Step 13.(Application Server Setup) has already been completed, these selections will be greyed out, as the relational database server platform has already been defined. Enter the name of the Relational Database Server: If the Relational Database Connection is specified as DB2, this field will be disabled. If the Relational Database Connection is specified as Oracle, this field changes to TNS Name. Enter the TNS name of the Oracle instance where you want to install Clarity 6 tables and other database objects. If the Relational Database Connection is specified as SQL Server or DB2, enter the machine name or IP address of the machine on which SQL Server is running. Create a DNS entry for the DB2 Server instance you want to use for Clarity 6. Ensure the DNS name is the same as the DBAlias of the Clarity database, if applicable. If no DBAlias is specified for the Clarity database, use the DBName instead. If Step 13.(Application Server Setup) has already been completed, these selections will be greyed out, as the relational database server platform has already been defined. Enter the name of the relational database that will contain the Clarity 6 default data on the Relational Database Server: If the Relational Database Connection is specified as Oracle, this field will be disabled. If the Relational Database Connection is specified as DB2, the field name will change to DNS. Enter the DNS name in this field. If Step 13.(Application Server Setup) has already been completed, these selections will be greyed out, as the relational database server platform has already been defined. Enter the name of the empty SQL Server database that will hold the dimension tables, fact tables, and the writeback tables of the sample OLAP database. This field is applicable only on MSAS instances of Clarity 6 and if the Load Demo OLAP Cube and Data option was selected in Step 13. Enter the user ID of a user defined on the relational database server that has DB Owner rights to the appropriate database. Enter the password of the above user ID. 109

118 SERVER INSTALLATIONS Installing Clarity Server Configuration Parameter Confirm Password Use Windows Authentication Load Demo Relational Data Description Re-enter the password to confirm it. Determines if Windows authentication information is used to access the relational database server. If selected, the User, Password, and Confirm Password fields are unavailable. Note: If DB2 is selected as the Relational Connection, this check box will be unavailable. This check box indicates if the installation program will load the Clarity 6 demo relational tables and data. Note: For MSAS 2005 installations, unselect the Load Demo Relational Data checkbox. Table Schema This field is applicable only if you selected DB2 or Oracle as the relational database type. It is used to create the table schemas in DB2/Oracle when the installation program runs. It is not applicable on SQL Server installations. This field automatically populates with the user name specified in the Relational Database Connection in Step Click Next. The Pre-Installation dialog box appears: The pre-install screen lists all components that the installation program will install. Review the list and click Next to install these components. 17. The installation program runs. This process runs a series of VBS custom actions that sets up various files and file configurations on the specified machine, as well as installs the server components and database information as defined during the Installation Wizard. 110

119 SERVER INSTALLATIONS Installing Clarity Server..... If the installation program encounters errors during the installation process, a log will be created. 18. If the installation program installs the sample OLAP database and data, a dialog box appears confirming if these elements were successfully installed. Click OK to continue. 19. If the installation program detects that Win2PDF is not installed, a dialog box will appear prompting you to install Win2PDF before the installation is completed. Click OK. The Win2PDF installation program will run. Install Win2PDF by following the steps provided in the dialog boxes before completing this procedure. When the installation process is finished, the Installation Completed dialog will appear: The dialog prompts the administrator to restart the machine. Select a radio button to restart your machine or not and click Finish to exit the Installation Wizard. Important: It is highly recommended you restart the machine unless you have a specific reason to do otherwise. 111

120 112 SERVER INSTALLATIONS Installing Clarity Server

121 SERVER INSTALLATIONS Installing Visualizer Server..... INSTALLING VISUALIZER SERVER Visualizer Server is contained in a separate installation program. If your Clarity solution requires Visualizer reports as part of the web interface component, the installation of Visualizer Server is mandatory. Visualizer Server Prerequisites The following prerequisites must be met before installing Visualizer Server: Clarity Server or higher Note: Visualizer Server must be installed on the same machine as the Clarity Web Server. Starting the Visualizer Server Installation Program Using Windows Explorer, locate the installation program in the root folder of the installation CD. The naming convention for the installation program is VisualizerServer_VersionNumber.exe (ex. VisualizerServer_ exe). Double-click on this file to start the Installation Wizard. Running the Visualizer Server Installation Wizard Note: You can cancel the installation program at any time during the install process by clicking the Cancel button. 113

122 SERVER INSTALLATIONS Installing Visualizer Server To install Visualizer Server: 1. The installation program prepares to install Visualizer Server. When it is finished loading, a dialog appears prompting the administrator to continue by clicking Next: 2. The Setup Type dialog appears: Choose the appropriate setup type based on your Clarity Server version and OLAP database. (Ex. If Clarity Server 6.1 has been installed and the OLAP Database Server 114

123 SERVER INSTALLATIONS Installing Visualizer Server..... type is MSAS 2000, select Microsoft Analysis Services Clarity Server 6.1 from the list.) 3. Click Next. The Select Features dialog appears: In the Select Features dialog, the features are pre-selected (checked) based on your Setup Type selection. Note: If you are not using a Kerberos setup for your MSAS configuration, be sure to deselect the Enable Kerberos Authentication for MSAS option. 115

124 SERVER INSTALLATIONS Installing Visualizer Server The following options are available: Feature Essbase Default MSAS Default Description Clarity Visualizer Server Y Y All required Visualizer Server files Sample Reports Y Y Sample Reports. The correct set for your OLAP server and Clarity Server version will be automatically installed. OPTIONS Note: The sample reports require the Clarity demo cubes that came with your Clarity Server installation. Enable Anonymous Access - Y Specifies whether the site should use IIS Anonymous Access, or use NT Authentication. Kerberos Authentication for MSAS CONFIGURATION TASKS - Y Kerberos authentication is required when using an MSAS database that is not on the same physical machine as the web server. Configure Visualizer Server Y Y Sets appropriate settings in web.config Configure Clarity Server Y Y Sets appropriate settings in Clarity Server web/config.xml Configure IIS Virtual Directory Y Y Sets up the virtual directory in IIS. This virtual directory is set up below the Clarity Server virtual directory (i.e. Enable ASP.NET State Service Y Y Installs and starts the ASP.NET State Service (if not present) and sets its startup type to Automatic Configure ClarityTemp File Y Y Sets up the required ClarityTemp file under the server root. Register DLLs in Global Assembly Cache Y Y Some files need to be set up in the.net Global Assembly Cache to avoid configuration problems Configure Registry Permissions Y Y Sets appropriate permissions in system registry. ADDITIONAL INSTALLATIONS Install Direct X Y Y Installs the latest version of Microsoft's Direct X. Configure CPM5 Hierarchy Security Web Service Y (for CPM5) Y (for CPM5) Installed to provide the Hierarchy Security web service for CPM5. Note: this service's functionality is already included in in the Clarity 6 Web Server installation. Once your feature selections have been made, click Next. 116

125 SERVER INSTALLATIONS Installing Visualizer Server The Clarity Server Installation Location dialog appears: This dialog should be pre-populated based on your Clarity Server installation settings. If it is not, the following values need to be populated: CPM Installation Folder: Clarity Server root folder (ex. C:\Clarity Systems\ClarityServer\). Clarity Server Web Site: If the local IIS server is configured with multiple web servers, select the appropriate web server. Otherwise, choose Default Web Site. Clarity Web Server Name: The server name used to access Clarity Server. Clarity Server Virtual Directory Name: The virtual directory used to access Clarity Server. When the values are populated, click Next to continue. Note: The installation program may prompt you to enter a login/password. If so, enter an NT login/password for an account that can access the Clarity Server web environment. 117

126 SERVER INSTALLATIONS Installing Visualizer Server 5. If you are using CPM5, please skip to the next step. If you are using Clarity 6, the Clarity WebService URL dialog appears: Enter the value of the Clarity Server Web service. The naming convention is usually 6. The OLAP Server Name dialog appears: This is used to configure the OLAP Server used for Sample Reports. Enter the server name for a server can contains the standard Clarity Demo cube, and click Next to continue. 118

127 SERVER INSTALLATIONS Installing Visualizer Server The Confirm Installation dialog appears, indicating that the installation program is ready to begin: Click Next to begin the installation process. The installation process will begin. 8. If the "Install DirectX" feature was selected, the Installing Microsoft DirectX dialog will display: Select "I accept the agreement" and click Next to initiate the DirectX installation process. Depending on the updates required, the installation may be very quick or may require a time-consuming download of the needed components. The process may be safely cancelled without affecting the Visualizer Server installation process; however, DirectX should be updated via Windows Update or another means before using Visualizer Server. 119

128 SERVER INSTALLATIONS Installing Visualizer Server When the ActiveX installation is completed, a dialog will be displayed: 9. Click Finish. The Visualizer Server installation process will continue. 10. When the installation process is complete, the Installation Wizard Complete dialog will be displayed: Note: Before restarting, save and close any other applications running on your machine. Visualizer Server installation will not be complete until the machine is restarted. 11. Click on the Yes radio button to restart the machine,or No to restart at a later time. Click Finish to exit the Visualizer Server Installation wizard. 120

129 SERVER INSTALLATIONS Installing Clarity Consolidations..... INSTALLING CLARITY CONSOLIDATIONS Clarity Consolidations is contained in a separate installation program. Clarity Consolidations Prerequisites The following prerequisites must be met before installing Consolidations: Clarity Server 6.x Starting the Consolidations Installation Program Using Windows Explorer, locate the setup.exe file in the root folder of the installation CD. Double-click the setup.exe icon to start the Installation Wizard. A message prompt appears asking if you would like to continue with the Consolidations installation program: Running the Consolidations Installation Wizard Before running the installation program, ensure that the machine on which you are installing the software meets all the prerequisites outlined above and complies with all software/hardware and pre-installation configuration parameters, as required. Note: You can cancel the installation program at any time during the install process by clicking the Cancel button. 121

130 SERVER INSTALLATIONS Installing Clarity Consolidations To install Clarity Consolidations: 1. The installation program prepares to install Clarity Consolidations. When the install wizard is finished loading, a panel appears prompting the administrator to continue by clicking Next. 122

131 SERVER INSTALLATIONS Installing Clarity Consolidations The Setup Type dialog appears. Depending on the OLAP database server type, select either Essbase/DB2 OLAP, or Microsoft Analysis Services and click Next. 3. The CPM installation location dialog appears. Confirm the Clarity 6 installation location, enter the URL used to access Clarity 6 and the Virtual Directory Name. Click Next to continue. 123

132 SERVER INSTALLATIONS Installing Clarity Consolidations 4. The Setup Type dialog appears. Select Complete if you want to install the complete Clarity 6 Consolidation package on the same machine. Select Custom if you only want to install specific components. Click Next to continue. 5. If you selected Complete in Step 4., skip this step and proceed to Step 6. If you selected Custom in Step 4., the Select Feature dialog appears. Choose the components to be installed by selecting/de-selecting the check boxes beside each relevant name. Click Next to continue. 124

133 SERVER INSTALLATIONS Installing Clarity Consolidations The Web Server Setup dialog appears. Define the Web Server configuration parameters: Configuration Parameter Web Server Web Site Virtual Directory Load Consolidations Demo Templates and Reports Description The name of the Web Server. Specify the local machine name. Use the Web Server name, and not a DNS name. This field automatically populates with the current set of websites as defined by IIS. If more than one website is currently defined, select the one where you want to be installed. CFM This check box indicates if the installation program will load the Consolidation sample templates and reports. 125

134 SERVER INSTALLATIONS Installing Clarity Consolidations 7. Click Next to continue. The OLAP Server Setup dialog appears: Define the OLAP Server configuration parameters: Server Configuration Parameter Create Consolidations Demo OLAP Cube User ID Password Confirm Password Description The name of the OLAP Database Server. Select this check box to create the Consolidation sample OLAP cube in the OLAP database during the installation process. Essbase: Enter a valid OLAP database user ID that has supervisor permissions. This ID is used by the installation program to create the sample Consolidation cube, if the Create Consolidations Demo OLAP Cube check box is selected. MSAS: This field is greyed out. Ensure that the user running the installation program is part of the OLAP Administrator group on the OLAP Server. Essbase: Enter a valid password for the user ID specified in the previous field. MSAS: This field is greyed out. Ensure that the user running the installation program is part of the OLAP Administrator group on the OLAP Server. Essbase: Re-enter the password to confirm it. MSAS: This field is greyed out. 126

135 SERVER INSTALLATIONS Installing Clarity Consolidations Click Next to continue. The CFM Relational Database Server Setup (New Consolidations Relational Database) dialog appears: Define the new Consolidations Relational Database Server configuration parameters: Configuration Parameter Relational Database Connection Information Description Select the Relational Database Server platform by choosing the SQL Server or Oracle radio button. Depending on your selection, the fields beneath the radio button selections will change. Server (or TNS Name) Note: On instances where the OLAP database server platform is MSAS, only the SQL Server radio button is available. Enter the name of the Relational Database Server: If the Relational Database Connection is specified as Oracle, this field changes to TNS Name. Enter the TNS name of the Oracle instance where you want to install Consolidations tables and other database objects. If the Relational Database Connection is specified as SQL Server, enter the machine name or IP address of the machine on which SQL Server is running. 127

136 SERVER INSTALLATIONS Installing Clarity Consolidations Configuration Parameter Database Name Sample OLAP Database Name User ID Password Confirm Password Description Note: An empty relational database needs to be created if it does not already exist. Enter the name of the empty relational database that will contain the Consolidations default data on the Relational Database Server: If the Relational Database Connection is specified as Oracle, this field will be disabled. Enter the name of the empty SQL Server database that will hold the dimension tables, fact tables, and the writeback tables of the sample OLAP database. This field is applicable only on MSAS instances of Clarity 6 and if the Create Consolidations Demo OLAP Cube option was selected in step 7. Enter the user ID of a user defined on the relational database server that has Supervisor rights to the appropriate database. Enter the password of the above user ID. Re-enter the password to confirm it. Test Database Connection Use Windows Authentication Click this button to test the user credentials. The Installation Wizard will return a confirmation messages. Determines if Windows authentication information is used to access the relational database server. If selected, the User, Password, and Confirm Password fields are unavailable. 9. Click Next to continue. The CFM Relational Database Server Setup (Existing CPM Relational Database) dialog appears: 128

137 SERVER INSTALLATIONS Installing Clarity Consolidations..... Define the existing CPM Relational Database Server configuration parameters: Configuration Parameter Relational Database Connection Information Description Select the Relational Database Server platform by choosing the SQL Server or Oracle radio button. Depending on your selection, the fields beneath the radio button selections will change. Server (or TNS Name) Database User ID Password Confirm Password Use Windows Authentication Test Database Connection Note: On instances where the OLAP database server platform is MSAS, only the SQL Server radio button is available. Enter the name of the Relational Database Server: If the Relational Database Connection is specified as Oracle, this field changes to TNS Name. Enter the TNS name of the Oracle instance where Clarity 6 tables and other database objects are installed. If the Relational Database Connection is specified as SQL Server, enter the machine name or IP address of the machine on which SQL Server is running. Enter the name of the relational database that contains the Clarity 6 default data on the Relational Database Server: If the Relational Database Connection is specified as Oracle, this field will be disabled. Enter the user ID of a user defined on the relational database server that has Supervisor rights to the appropriate database. Enter the password of the above user ID. Re-enter the password to confirm it. Determines if Windows authentication information is used to access the relational database server. If selected, the User, Password, and Confirm Password fields are unavailable. Click this button to test the user credentials. The Installation Wizard will return a confirmation messages. 129

138 SERVER INSTALLATIONS Installing Clarity Consolidations 10. Click Next to continue. The Start Copying Files dialog appears. It lists all components that the Installation Wizard will install. Review the list and click Next to install these components. 11. The Installation Wizard runs. When the installation process is finished, the Installation Completed dialog will appear. Click Finish to exit the Installation Wizard. 130

139 Client Installations 6 This section describes the procedures involved in installing specific Clarity modules to client machines. The process is performed by the respective Clarity 6 Installation Wizard for that module. This section contains the following topics: Installing Template Builder Installing Visualizer Builder Installing Cube Manager 131

140 132 CLIENT INSTALLATIONS

141 CLIENT INSTALLATIONS Installing Template Builder..... INSTALLING TEMPLATE BUILDER The Template Builder is an administrative tool that should be installed on individual administrator client machines. Template Builder Prerequisites The following prerequisites and software requirements must be met before installing the Template Builder on an administrative client machine: Microsoft Excel 2000, XP, or Mb of free hard disk space Starting the Template Builder Installation Program Using Windows Explorer, locate the Setup.exe file in the root folder of the installation CD. Double-click the Setup.exe icon to start the Installation Wizard. A message prompt appears, asking you if you would like to continue with the Template Builder installation program: Note: If installing Template Builder on Windows 2000 or Windows XP client machines, another notification dialog may appear advising to install.net Framework 1.1 and then to restart the client machine. However, if.net Framework 1.1 is already installed on the client machine, then this notification will not appear. Click OK to continue, or click Cancel to abort the Template Builder install. 133

142 CLIENT INSTALLATIONS Installing Template Builder Running the Template Builder Installation Wizard Before running the installation program, ensure that the machine on which you are installing the software meets all the prerequisites outlined on the previous page and complies with all software/hardware and pre-installation configuration parameters, as required. Note: You can cancel the installation program at any time during the install process by clicking the Cancel button. To install the Clarity Template Builder: 1. The installation program prepares to install the Template Builder. When it is finished loading, a panel appears prompting the administrator to continue by clicking Next: 134

143 CLIENT INSTALLATIONS Installing Template Builder..... The Select Installation Folder step appears: 2. Specify the folder path where the Template Builder will be installed. Click Browse and navigate to a new folder path if you want to change the default Folder. You can click Disk Cost to view the available disk space on all available drives to which you can install the Template Builder application: Choose the appropriate radio button selection to specify if the Template Builder application will be installed for anyone who uses the machine, or for the user ID of the currently logged on user only. Click Next to continue. 135

144 CLIENT INSTALLATIONS Installing Template Builder 3. The OLAP Provider step appears: Select the radio button that corresponds to the OLAP Database Server type of the Clarity 6 server installation: Essbase/DB2 OLAP if the OLAP Database Server platform is Essbase or DB2 OLAP. Microsoft Analysis Services if the OLAP Database Server platform is MSAS. Click Next to continue. 4. The Confirm Installation step appears, indicating that the installation program is ready to begin: 136

145 CLIENT INSTALLATIONS Installing Template Builder The install program runs and the Template Builder application is installed in the folder specified in Step 2: When the software is installed, the Installation Complete step appears, informing you that the Template Builder is installed and ready for use: 6. Click Close to exit the Template Builder Installation Wizard. Note: The first time the Template Builder is started, the application will prompt the user for a webservices URL. For example, 137

146 CLIENT INSTALLATIONS Installing Template Builder Confirm MS-Excel Settings After Installation If the Template Builder menu does not appear in Microsoft Excel after installation, perform the following steps: 1. In Excel, choose Help > About Microsoft Excel. 2. Click on the Disabled Items button. 3. In the Disabled Items dialog that appears, select Clarity Template Builder, and click on the Enable button. 138

147 CLIENT INSTALLATIONS Installing Visualizer Builder..... INSTALLING VISUALIZER BUILDER The Visualizer Builder is an administrative tool that should be installed on individual administrator client machines. Visualizer Builder Prerequisites The following prerequisites and software requirements must be met before installing Visualizer Builder:.NET Framework 1.1 (installed during the Clarity 6 server component install program - downloader included in the Visualizer Builder install program) Database Support Files On Essbase/DB2 OLAP platforms, the Essbase runtime files must be installed manually - version and higher are recommended unless otherwise unavailable. On Analysis Services, all database support files are provided in the Visualizer Builder install program. (ADOMD PivotTable Services, Decision Support Objects (DSO), and ADOMD.NET.) 12 Mb of free hard disk space Starting the Visualizer Builder Installation Program Using Windows Explorer, locate the installation program file in the root folder of the installation CD. The naming convention for the installation program is VisualizerBuilder_VersionNumber.exe (ex. VisualizerBuilder_ exe). Doubleclick on this file to start the Installation Wizard. Running the Visualizer Report Builder Installation Wizard Before running the installation program, ensure that the machine on which you are installing the software meets all the prerequisites outlined above, and complies with all software/hardware, and pre-installation configuration parameters, as required. Note: You can cancel the installation program at any time during the install process by clicking the Cancel button located in the bottom right-hand corner of each panel in the Installation Wizard. 139

148 CLIENT INSTALLATIONS Installing Visualizer Builder To install the Visualizer Report Builder: 1. The installation program prepares to install Visualizer Report Builder. When it is finished loading, a panel appears prompting the administrator to continue by clicking Next: 2. The Customer Information dialog appears: Enter a User Name and Company Name in the fields provided. Both fields must be completed in order to continue with the installation. 140

149 CLIENT INSTALLATIONS Installing Visualizer Builder..... Choose the appropriate radio button selection to specify if the Visualizer Report Builder application will be installed for anyone who uses the machine, or for the user ID of the currently logged-on user only. Click Next. Note: It is highly recommended that you select Anyone who uses this computer (all users) unless there is a specific reason why you cannot choose this option. 3. The Setup Type dialog appears: Select a setup type from the list provided based on the platform of the OLAP Database Server. The setup types are: Essbase or IBM DB2 OLAP - This option will not install database runtimes. Microsoft Analysis Services - This will install the necessary MSAS Runtimes. Do not choose this option if MSAS Analysis Services is install on the client. MSAS Configuration for Database Server or MSAS Analysis Manager - This will install the runtimes necessary for a machine with MSAS Analysis Manager already installed. When you have selected the appropriate Setup Type, click Next to continue. 141

150 CLIENT INSTALLATIONS Installing Visualizer Builder 4. The Select Features dialog appears: The features are pre-selected based on your Setup Type selection. Note: If the MSAS client tools (i.e. Analysis Manager) have been installed on this machine, verify that "ADOMD PivotTable Services" and "MSAS Decision Support Objects" are NOT selected. The available features are: Feature Essbase Default MSAS Default Once your feature selections have been made, click Next. Description Clarity Visualizer Builder Y Y All required Visualizer Builder files ADOMD PivotTable Services - Y Required for MSAS installations ONLY IF the MSAS Server or client tools HAVE NOT been installed. MSAS Decision Support Objects - Y Required for MSAS installations ONLY IF the MSAS Server or client tools HAVE NOT been installed. ADOMD.NET - Y Required for all MSAS installations. 142

151 CLIENT INSTALLATIONS Installing Visualizer Builder The Installation Folder dialog appears: Specify the folder path where the Visualizer Builder will be installed. Click Browse and navigate to a new folder path if you want to change the Destination Folder. Click Next. 6. The install program runs and Visualizer Builder is installed with the other features selected during the Installation Wizard: 143

152 CLIENT INSTALLATIONS Installing Visualizer Builder When the installation is complete, the Installation Complete dialog appears informing you that Visualizer Report Builder and the specified features have been installed: 7. Click Finish to exit the Visualizer Builder Installation wizard. 144

153 CLIENT INSTALLATIONS Installing Cube Manager..... INSTALLING CUBE MANAGER Cube Manager is an administrative tool that should be installed on individual administrator client machines. Note: Currently, Cube Manager is only supported on SQL Server 2000 relational database server platforms. If your instance of Clarity 6 utilizes Oracle or DB2 as its Relational Database Server, it is not recommended that you install Cube Manager to administrate these environments. Cube Manager Prerequisites The following software must be installed before installing Cube Manager:.NET Framework 1.1 Starting the Cube Manager Installation Program Using Windows Explorer, locate the setup.exe file in the root folder of the installation CD. Double-click the setup.exe icon to start the Installation Wizard. A message prompt appears, asking if you would like to continue with the Cube Manager installation program: Click OK to continue, or click Cancel to abort the Cube Manager install. Running the Cube Manager Installation Wizard Before running the installation program, ensure that the machine on which you are installing the software meets all the prerequisites outlined above and complies with all software/hardware and pre-installation configuration parameters as required. Note: You can cancel the installation program at any time during the install process by clicking the Cancel button. 145

154 CLIENT INSTALLATIONS Installing Cube Manager To install Cube Manager: 1. The installation program prepares to install the Cube Manager. When it is finished loading, a dialog appears prompting the administrator to continue by clicking Next: 2. The Installation Folder dialog appears: Specify the folder path where Cube Manager will be installed. Click Browse and navigate to a new folder path if you want to change the default Folder. 146

155 CLIENT INSTALLATIONS Installing Cube Manager..... Click Disk Cost to view the available disk space on all available drives to which you can install the Template Builder application: Choose the appropriate radio button selection to specify if the Cube Manager application will be installed for anyone who uses the machine, or for the user ID of the currently logged-on user only. Click Next to continue. 3. The Confirm Installation dialog appears: 147

156 CLIENT INSTALLATIONS Installing Cube Manager 4. If you are ready to install Cube Manager, click Next. The install program runs and the Cube Manager application is installed in the folder specified during Step 2: Once the software is installed, the Installation Complete dialog appears, informing you that Cube Manager is installed and ready for use: 5. Click Close to exit the Cube Manager Installation Wizard. A final dialog indicates if the installation was successful: 6. Click OK. The setup process is complete. 148

157 CLIENT INSTALLATIONS Installing Cube Manager..... Configuring Cube Manager Clarity Cube Manager can be used for both Essbase/DB2 OLAP and MSAS based installations of Clarity. After installation, it enables an administrator to use either a newly defined database structure, or to utilize an existing database. It is important to note that the Cube Manager installation does not build a database, nor configure user security automatically. A relational database has to be defined on the actual server, and users must be added along with permissions on the server. Minimum SQL Server Database Permissions Required for Cube Manager Users Although users can be created with additional permissions, at minimum users must be assigned the following database roles in the SQL server database that Cube Manager utilizes: db_datareader db_datawriter db_ddladmin 149

158 150 CLIENT INSTALLATIONS Installing Cube Manager

159 Post-Installation Configuration 7 Once the Clarity installation process has been completed, there are additional configuration tasks that must be performed. This section contains the following topics: Enable Transactions across all Clarity Servers Configure Network Security Permissions Kerberos Authentication (MSAS) Report Books Configuration Clarity Scheduler Configuration End User Client Configuration Failover Overview 151

160 152 POST-INSTALLATION CONFIGURATION

161 POST-INSTALLATION CONFIGURATION Enable Transactions Across All Clarity Servers..... ENABLE TRANSACTIONS ACROSS ALL CLARITY SERVERS Clarity uses COM+ transactions to communicate with, and update the relational database environment. In order for transactions to work properly, the following tasks must be performed on each listed server to enable COM+ transactions on any instance of Clarity 6: Clarity Application Server Ensure that Distributed Transaction Coordinator (DTC) service is running. 1. If running Windows 2003 or higher: a) Open the Control Panel and choose Add or Remove Programs > Add/Remove Windows Components > Application Server. Click the Details button. b) Ensure that Enable network DTC Access is selected. 2. If running Windows 2003 SP1: a) Open the Control Panel and double-click on Administrative Tools. b) Open Component Services. In the Console tree, click on the Computers folder. c) Right-click on My Computers, and choose Properties: 153

162 POST-INSTALLATION CONFIGURATION Enable Transactions Across All Clarity Servers d) In the Properties dialog that appears, click on the MSDTC tab: e) Click on the Security Configuration button: f) Select the following DTC security settings: Enable the Network DTC Access checkbox Enable the Allow Outbound checkbox 154

163 POST-INSTALLATION CONFIGURATION Enable Transactions Across All Clarity Servers..... Note: For additional information on configuring DTC security for outbound transactions, refer to the following article located on the Microsoft website: cossdk/html/2627a956-60b3-4d26-bc04-e0676ec97786.asp Relational Database Server Requirements for all supported relational database server types (Oracle, SQL Server and DB2) running on Windows are: 1. If running Windows 2003 or higher: a) Open the Control Panel and choose Add or Remove Programs > Add/Remove Windows Components > Application Server. Click the Details button. b) Ensure that Enable network DTC Access is selected. 2. If running Windows 2003 SP1: a) Open the Control Panel and double-click on Administrative Tools. b) Open Component Services. In the Console tree, click on the Computers folder. c) Right-click on My Computers, and choose Properties: 155

164 POST-INSTALLATION CONFIGURATION Enable Transactions Across All Clarity Servers d) In the Properties dialog that appears, click on the MSDTC tab: e) Click on the Security Configuration button: f) Select the following DTC security settings: Enable the Network DTC Access checkbox Enable the Allow Inbound checkbox 156

165 POST-INSTALLATION CONFIGURATION Enable Transactions Across All Clarity Servers..... Note: For additional information on configuring DTC security for inbound transactions, refer to the following article located on the Microsoft website: 157

166 POST-INSTALLATION CONFIGURATION Enable Transactions Across All Clarity Servers Additional requirements for an Oracle relational database server are: Ensure that the XA transaction views have been created, and the Clarity user ID and Public role has been granted Select access to these views. Ensure that XA transactions are enabled. For Windows XP/2003, select Component Services > My Computer > MSDTC security. For Windows 2000, create the following node in the registry if it does not already exist: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSDTC\XADLL Note: For more information about configuring Oracle with COM+, refer to the following Microsoft article: The Oracle Stress Tool, referred to in the above article, is not supported for Oracle 9i. Ensure that the Application Server registry has been updated appropriately with the following values: HKEY_LOCAL_MACHINE\Software\Microsoft\MSDTC\MTxOCI >OracleOciLib - oci.dll >OracleSQLLib - orasql8.dll or orasql9.dll or orasql10.dll >OracleXaLib - oraclient8.dll or oraclient9.dll or oraclient10.dll Where 8, 9 or 10 refer to the version of the Oracle client running on the Application Server. orasql8.dll, oraclient9.dll or orasql9.dll, oraclient9.dll or orasql10.dll, oraclient10.dll Ensure that the DTC service on the Application Server is running as a user that has access to the Oracle DLL files (typically the BIN folder under Oracle Home Directory.) Ensure that Read, Execute & Read and List access has been given to the Authenticated Users group on the Oracle Home Directory including all folders below the Home Directory. Restart the Application Server after making these changes. 158

167 POST-INSTALLATION CONFIGURATION Enable Transactions Across All Clarity Servers..... Additional requirements for an IBM DB2 relational database server are: Ensure that XA transactions are enabled. For Windows XP/2003, select Component Services > My Computer > MSDTC security. For Windows 2000, create the following node in the registry if it does not already exist: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSDTC\XADLL For all versions of Windows, ensure that the following tasks have been performed: 1. From the Task bar, click Start. 2. Click Run..., then type "regedit" to execute Registry Editor. 3. From the Registry Editor, create a registry named-value under the following registry key if it doesn't already exist: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSDTC\XADLL In your registry named-value, specify name of the XA DLL which is DB2CLI.DLL (for V8.1) and DB2APP.DLL (for V8.2). Type is String (REG_SZ), and the value is the full path name (including the file name) of the DLL file. The following registry setting has been updated: HKEY_CLASSES_ROOT\CLSID\{c8b522cb-5cf3-11ce-ade5-00aa d}\ On the Edit menu, click DWORD and type 0xfffffffc and then click OK. The db2cli.ini setting is set to AUTOCOMMIT=1. 159

168 160 POST-INSTALLATION CONFIGURATION Enable Transactions Across All Clarity Servers

169 POST-INSTALLATION CONFIGURATION Configure Network Security Permissions..... CONFIGURE NETWORK SECURITY PERMISSIONS The following tasks must be completed in order to define the proper security settings and meet server permission requirements for Clarity 6. Note: If the Microsoft.NET Framework 2.0 is installed on the Application Server, run the.net 2.0 Framework HotFix from the ClarityServer HotFix folder. To check if Microsoft.NET Framework 2.0 is installed, check Add/Remove Programs in your Control Panel. Essbase/DB2 OLAP Installation 1. Use IIS Manager or Windows Explorer to set the following permissions: Virtual Directory / Folder Group / Account Permission CPMWebService / <Clarity Installation Root>\WebService IIS_WPG group Read, Read & Execute, List CPM / <Clarity Installation Root>\Web IUSR_xxx account Full Control C:\Windows\Microsoft.NET\Framework\v C:\Windows\Temp 2. In IIS Manager, right-click DefaultAppPool under Application Pools, select Properties>Identity>Local System, as the identity from the drop down list. 3. Restart IIS. ASP.NET account IIS_WPG group ASP.NET account IIS_WPG group Full Control Full Control Full Control Full Control <Clarity Installation Root>\Web\Debug IUSR_xxx account Full Control \TEMP and \TMP (specified by the environment variables) IUSR_xxx account Full Control 4. If running the Clarity Web Server and Clarity Application Server on different machines, make sure that Anonymous Access is enabled on the Directory Security tab of CPMWebsite and this Anonymous User is a domain user who is local Windows administrator on both the Clarity Web Server and Clarity Application Server. Apply all the above security that applies to IUSR_xxx account to this domain user as well. 5. Refer to the Known Issues documentation for more configuration settings, especially if running Clarity 6 on Windows 2000 Server. 161

170 POST-INSTALLATION CONFIGURATION Configure Network Security Permissions MSAS Installation 1. Use IIS Manager or Windows Explorer to set the following permissions: Virtual Directory / Folder Group / Account Permission CPMWebService / <Clarity Installation Root>\WebService IIS_WPG group Read, Read & Execute, List CPM / <Clarity Installation Root>\Web Clarity Users/Group * Full Control C:\Windows\Microsoft.NET\Framework\v C:\Windows\Temp * See Windows Security Groups (MSAS) on page In IIS Manager, right-click DefaultAppPool under Application Pools, select Properties>Identity>Local System, as the identity from the drop down list. 3. Restart IIS. ASP.NET account IIS_WPG group ASP.NET account IIS_WPG group Full Control Full Control Full Control Full Control <Clarity Installation Root>\Web\Debug Clarity Users/Group * Full Control \TEMP and \TMP (specified by the environment variables) Clarity Users/Group * Full Control 4. Refer to the Known Issues documentation for more configuration settings, especially if running Clarity 6 on Windows 2000 Server. 5. If MSAS 2005, make the following change to the <InstallDir>/Web/config.xml file: Locate the autologincredentials/provider node. The default value is AnalysisServices2k. For MSAS 2005 support, change the value to AnalysisServices2k5: 162

171 POST-INSTALLATION CONFIGURATION Configure Network Security Permissions..... Additional Steps for Visualizer Server Installations Visualizer Installation in MSAS To view Visualizer reports, all Clarity users require Read permission to the <Clarity Installation Root>\Visualizer folder and subfolders. Visualizer Server (All Platforms) 1. Create an empty text file named PdfPrinterLock.txt in your Windows Temp directory. Ex. C:\Windows\Temp\PdfPrinterLock.txt 2. For all users, give Full Control permissions to this file. Visualizer Server (Windows 2000 Only) In Internet Services Administration, change the Isolation Mode for the cpmviz virtual directory to High (Isolated). 163

172 164 POST-INSTALLATION CONFIGURATION Configure Network Security Permissions

173 POST-INSTALLATION CONFIGURATION Kerberos Authentication (MSAS)..... KERBEROS AUTHENTICATION (MSAS) Refer to Server Pre-Installation Tasks section of this guide for prerequisite tasks. If the Application Server and the OLAP Server run on two separate physical machines, then perform the following tasks to configure Clarity 6 to work with Kerberos authentication: 1. Configure the security settings for the Clarity 6 COM+ applications: Open Component Services (Start Menu >Settings > Control Panel > Administrative Tools > Component Services) and expand the tree view to the Components COM+ application (Component Services>Computers>My Computer>COM+ Applications>CPMComponents). Right-click on Components and click Properties. Navigate to the Identity tab and ensure that the account name used is the same as the Clarity 6 service account name created in Step 1 of the Kerberos pre-install tasks. Use the following syntax when specifying any domain name: domain name\user name. Click OK. Perform the same steps for the CPMQueuedComponents application. 2. Update the MSASAuthenticationType key value in the web.config file for the web service. If the Web and Application servers reside on different machines, you will need to perform this task twice in both server files: 165

174 POST-INSTALLATION CONFIGURATION Kerberos Authentication (MSAS) In Windows Explorer, navigate to the folder where the web.config file resides. By default, the path is...\clarity Systems\CPM6.0\Webservice. Open the web.config file via a text editor application. Locate and modify the <appsettings> attribute and change the MSASAuthenticationType key value to Kerberos. This property is casesensitive: <appsettings>... <add key= MSASAuthenticationType value= Kerberos /> </appsettings> 3. Update the MSASAuthenticationType key value in the application.config. By default, the path is...\clarity Systems\CPM6.0\COM\bin. In Windows Explorer, navigate to the folder where the application.config file resides. Open the application.config file via a text editor application. Locate and modify the <appsettings> attribute and change the MSASAuthenticationType key value to Kerberos. This property is casesensitive: <?xml version= 1.0 encoding= utf-8?> <configuration> <appsettings>... <add key= MSASAuthenticationType value= Kerberos />... </appsettings> </configuration> 4. On the OLAP server, ensure the following entries exist for your servername: Go to the command prompt and run the following: setspn L servername MSOLAPSvc/servername MSAS 2000 MSAS 2005 MSOLAPSvc.3/servername OR Where OLAP database uses an instance name, enter: MSOLAPSvc.3/servername:instancename MSOLAPSvc/servername.domain MSOLAPSvc.3/servername.domain OR Where OLAP database uses an instance name, enter: MSOLAPSvc.3/servername.domain:instancename 166

175 POST-INSTALLATION CONFIGURATION Kerberos Authentication (MSAS)..... If the entries do not exist, add the entries by running the following two commands: MSAS 2000 MSAS 2005 setspn a MSOLAPSvc/servername servername setspn a MSOLAPSvc.3/servername servername OR Where OLAP database uses an instance name, enter: setspn a MSOLAPSvc.3/servername:instancename servername setspn a MSOLAPSvc/servername.domain servername setspn a MSOLAPSvc.3/servername.domain servername OR Where OLAP database uses an instance name, enter: setspn a MSOLAPSvc.3/servername.domain:instancename servername Note: If the command prompt cannot find the program, install Support Tools for Windows which can be found in the SUPPORT/TOOLS folder on the Windows installation CD. Reboot after the installation for the setspn program to work from the command line. 167

176 168 POST-INSTALLATION CONFIGURATION Kerberos Authentication (MSAS)

177 POST-INSTALLATION CONFIGURATION Report Books Configuration..... REPORT BOOKS CONFIGURATION This section outlines the configuration details for the Report Books feature in the following areas: Clarity Web Server Clarity Application Server Custom VBS Functions CPM Queued Components Read the appropriate section when configuring Report Books, or read through the entire document if you are configuring a new installation of the Report Books. Note: Report Books uses the Clarity Scheduler, which may require further configuration after installation. Refer to Clarity Scheduler Configuration on page -177 for details on configuring settings. Clarity Web Server There are three components on the Clarity Web Server that may need to be modified to ensure the Report Books works correctly: The config.xml file - refer to the section Report Book - XML Configuration (Web Server) in this guide. The Books folder structure where the Report Books module resides. The Debug folder where the debug XML files are generated whenever Report Books are run. The definitions folder where Report Books module XML definition files are created. 169

178 POST-INSTALLATION CONFIGURATION Report Books Configuration The static docs folder where static Excel files must be stored. Note: The contents of the Books folder should not be modified by end users. The above folders must have Read/Write security permissions for IUSR_SERVERNAME if IIS settings allow for Anonymous Access, or it must have Read/Write security permissions for the actual users or groups if IIS is using Integrated Windows Authentication. Internet Information Services (IIS) - refer to this topic in the Clarity Installation Guide. Clarity Application Server There are six components on the Clarity Web Server that may need to be modified to ensure the Report Books module works correctly: The config.xml file - refer to the section Report Book - XML Configuration (Application Server) in this guide. Microsoft Excel The Report Books module requires Microsoft Excel version 2000 or higher to be installed and properly configured on the machine where the Clarity Application Server resides. The Report Books identity user (the user account that the CPMQueuedComponents COM+ application is set to impersonate) must have Excel Access and Launch permissions. These settings can be made by running the" dcomcnfg" utility from the Start > Run line. 170

179 POST-INSTALLATION CONFIGURATION Report Books Configuration..... Additionally, Excel must have the Trust access to Visual Basic Projects option enabled in order to permit the running of macros as Clarity reports may contain formatting macros. PDF Driver The Report Books module uses the Win2PDF driver through Excel to generate PDF files. If the machine on which the Application Server is installed does not contain this driver, contact your administrator or Support at Clarity Systems. The folder structure should contain the following folders: The ReportBooks folder structure which stores individually generated reports that can be viewed in the View My Reports screen. An entry in the Reportbook relational table is created for each individual report file. The ReportBooks folder contains four subfolders: Attachment folder stores temporary Excel or PDF files at run time. These files are used as distribution attachments and are automatically deleted once a Report Book has been successfully generated. 171

180 POST-INSTALLATION CONFIGURATION Report Books Configuration Export folder is used to store the temporary PDF files viewed when users open templates or reports in PDF format via the Clarity toolbox command. Queue folder is used to store temporary queue XML files during run time. These files are automatically deleted once a Report Book has been successfully generated. Temp folder stores temporary XML and Excel files that are generated when Before Build and After Build Event functions are executed. COM+ Configurations The COM+ Timeout property value is measured in seconds and by default it is set to 60. The value should be increased to 3600 (60 minutes) or set to 0 which indicates that COM+ should never time out. 172

181 POST-INSTALLATION CONFIGURATION Report Books Configuration..... Large Report Books may take longer than sixty seconds to generate, which will cause COM+ to time out if the value has not been increased. The Report Books module then re-submits the same Report Book queue, resulting in duplication. IIS SMTP - refer to the section Other Configurations in this guide. Custom VBS Functions This section provides guidelines on how to run custom VBS functions in the Report Books module. VBScript Coding Guidelines Typically, Clarity custom functions are located in the Web\Includes\custom.vbs file. As VBScript code is executed on the Clarity Application Server using MSScriptControl objects as opposed to normally running on the Web Server inside the Internet Explorer application, some the following compatibility issues may arise: The "Option Explicit" statement can only appear once in the code base. 173

182 POST-INSTALLATION CONFIGURATION Report Books Configuration Unsafe Code The following are code examples that will fail if executed in Report Books: Alert "Hello World" Window.status "Loading template " Top.cpmWindowHandler.activeWindow Any other CLARITY global variables and ASP objects For this reason a variable named g_runinreportbooks is declared and initialized to true if the code is run in Report Books. The above code statements can be remedied as follows: Or If Not g_runinreportbooks Then Alert "Hello World" If Not g_runinreportbooks Then If top.cpmwindowhandler.activewindow.isloaded = True Then Top.cpmWindowHandler.activeWindow.close Top.window.status = "Done" End If End If End If Web\config.xml All specified VBS files are merged into a single VBScript base code file when a Report Book is submitted into a queue from the Run Report Books screen. The config.xml that resides in the Web folder must contain the fully qualified path to the VBS files that contain custom functions in the following format: <config> <reportbook> <customvbsfiles> <file>. \Clarity Systems\CPM6.0\Web\Includes\common.vbs</file> </customvbsfiles> </reportbook>... </config> 174

183 POST-INSTALLATION CONFIGURATION Report Books Configuration..... Add/Remove CPMQueuedComponents The CMReportBooksQC.dll is responsible for the following tasks: Generating Report Books ( _ReportBook interface queued) Opening individual templates and reports in PDF format ( _Export interface non-queued) This Dynamically Linked Library (DLL) file must be stored under the...\com folder, as it looks for the config.xml file in the same location. The CPMQueuedComponents Application's Identity user must be set up to impersonate a local or domain administrator user. The administrator's user name and password must be specified on the Identity tab of the component's Properties window. CPMQueuedComponents must have Queued and Listen properties selected on Queuing tab. 175

184 POST-INSTALLATION CONFIGURATION Report Books Configuration Follow steps 1-5 to remove the old component and steps 6-9 to register the latest version of the component: 1. Open COM+ (Component Services) by selecting the Control Panel from the Windows Start menu and then selecting Administrative Tools >> Component Services. 2. Expand the tree view to COM+ Applications on the appropriate server. 3. Right-click on CPMQueuedComponents (or CPMComponentsQueued, as applicable) and select Properties. 4. Right click on the CPMQueuedComponents and select Shut Down. 5. Open the Components folder and delete CPMReportBooksQC.Export and CPMReportBooksQC.ReportBook. 6. Register CPMReportBooksQC.dll by right-clicking the Components folder and selecting New>Component. The COM+ Component Install Wizard starts. 7. Click Next and then select Install New Component(s). 8. Browse to the...\com folder and select CPMReportBooksQC.dll. The following screen should have the Export and ReportBook interfaces listed in the Components Found pane with the properties Interfaces=Found and Installed=No. Click Next, and then click Finish. 9. Drill down to CPMReportBooksQC.ReportBook >> Interfaces >> right click on _ReportBook, select Properties, and then select Queued property on the Queuing tab. 176

185 POST-INSTALLATION CONFIGURATION Clarity Scheduler Configuration..... CLARITY SCHEDULER CONFIGURATION The Clarity Scheduler is installed as a Windows Scheduled Task on the Clarity Application Server, and processes the following scheduled features: Detect and Alert, Report Books, and Business Rules. If the Clarity Scheduler is not installed or is disabled, these features will not work. The Clarity Scheduler periodically polls the relational database for entries in the ReportBookSchedule and DetectAlertSchedule tables. When records corresponding to the current date/time are found, the entries are processed. Clarity Scheduler can be disabled temporarily to troubleshoot performance issues, or permanently if none of the scheduled features are in use. Configuring Clarity Scheduler Settings To ensure that Clarity Scheduler is correctly configured for scheduled features, confirm the following settings are enabled: 1. In Windows, choose Start > Programs > Accessories > System Tools > Scheduled Tasks. Double-click on Clarity Task Scheduler icon. The Clarity Scheduler dialog appears: 177

186 POST-INSTALLATION CONFIGURATION Clarity Scheduler Configuration 2. On the Task tab, click the Set Password button. Enter and confirm the COM identity password. Note: For report books to work correctly, the password must be the same as the COM identity password. 3. Choose the Schedule tab, then click on the Advanced button. The Advanced Schedule Options dialog appears: a) Set the start date b) Do not choose an end date c) Enable Repeat Task checkbox, select Every 1 minutes, and a Duration of 24 hours and 0 minutes. 4. Click OK to save the settings and close the Advanced Schedule Options dialog. 5. Click OK to save the password. Click OK to exit the Clarity Scheduler dialog. 178

187 POST-INSTALLATION CONFIGURATION Clarity Scheduler Configuration..... Configuring Clarity Scheduler for SSO To ensure that Detect and Alert, Report Books, and Business Rules will work with your current SSO configuration, confirm the following setting is enabled: 1. In IIS, choose IIS\<Local Computer>\Web Sites, and right-click on Default Web Site. In the menu that appears, select Properties. The Default Web Site Properties dialog appears: 2. Click on the Enable HTTP Keep Alive checkbox to select it. 3. Click Apply, then OK. Your settings are saved. 179

188 POST-INSTALLATION CONFIGURATION Clarity Scheduler Configuration Configuring IE Settings for Scheduled Features The following setting changes are required to use the scheduled features Detect and Alert, Report Books, or Business Rules in Clarity: 1. Login to the application server as the Clarity Scheduler user account. Note: IE settings are unique to user. The IE settings must be configured while signed in as the Clarity Scheduler user account. 2. Open Internet Explorer and select Tools > Internet Options. The Internet Options dialog appears: 180

189 POST-INSTALLATION CONFIGURATION Clarity Scheduler Configuration In the Internet Options dialog, click on the Security Tab, select the Trusted Sites icon and click on the Sites button. 4. The Trusted Sites dialog appears. Verify that the URL used to access Clarity 6 is in the list. Click on the Add button. Click on the Close button to return to the Internet Options dialog. 181

190 POST-INSTALLATION CONFIGURATION Clarity Scheduler Configuration 5. In the Internet Options dialog, click on the Custom level button. 6. The Security Settings - Trusted Sites Zone dialog appears. Choose the following Security Settings: User Authentication - Logon Enable Automatic logon with current username and password Disable Prompt for user name and password 7. Click OK to save and close the Security Settings - Trusted Sites Zone dialog. 8. Click OK to close the Internet Options dialog. 182

191 POST-INSTALLATION CONFIGURATION End User Client Configuration..... END USER CLIENT CONFIGURATION The ActiveX Control In order for end users to access Clarity 6 through the web, an ActiveX control must be installed on the client machine. The Clarity ActiveX control is called CPMActiveX.CBWX, and can be installed automatically or manually, provided the user has appropriate permissions on the machine. Automatic Download By default, Clarity 6 is configured to allow automatic download of the control. The control is packaged as a CAB file (CPMActiveX.CAB) and is placed in the Web folder under the CPM install folder. The config.xml file, also in the Web folder, contains a reference to the classid and version of the control, and a relative path to the CAB file. When a user accesses Clarity 6, it detects whether the specified classid and version exists on the user's workstation. If it does not, the user will be informed, and if the user's browser settings allow it, the user will be able to download the control through the browser. Once the control is installed successfully, Clarity 6 will use it without further notifications to the user. Manual Download In some cases, clients wish to disallow automatic downloading of the control. This can be done either by removing/renaming the CPMActiveX.CAB file, or by removing the path to the CAB file in config.xml. If this is done, the ActiveX control needs to be installed on each workstation by some other method. Method 1 The following files should be extracted from the CAB file, and either installed manually on the workstation, or "pushed down" from the server using software designed for this purpose. CPMActiveX.OCX XCeedBen.dll XCeedSco.dll XceedCry.dll These files need to be copied to the workstation, then registered using the regsvr32 command. The files do not need to go into a specific location on the workstation. Method 2 You can also run an msi installer on each client machine. It is located on the Installation CD in the ClarityActiveX folder. Note: The msi installer can be run silently (without user selection) by using the /quiet option. 183

192 POST-INSTALLATION CONFIGURATION End User Client Configuration ActiveX XML Configuration The attributes for the ActiveX Control are found in the \web\config.xml file. The classid and codebase attributes of the cbwactivexhelper node, within the config.xml file, are used to configure the current version of the Clarity ActiveX Control: <cbwactivexhelper enabled= true encryption= true compression= none > <control id= CBWX > <classid>b68c f7-a21f-ffd8b51fde75</classid> <codebase>cpmactivex.cab#version=6,0,0,0</codebase> </control> </cbwactivexhelper> <control id> <classid> <codebase> Node Attribute Description Possible Values Example enabled encryption compression Location and version of the compiled control, used for automatic download. true true false none, h, m, l, 0-9 CBWX (Do not change) <cbwactivexhelper> cbwactivexhelper enabled= true Indicates if the Clarity Active X helper is enabled or disabled. This value should always be true. Indicates whether passwords entered on the login screen will be encrypted when sent to the server for authentication. Indicates the level of compression used when sending/receiving certain calls to the server. A high level of compression may increase performance on these calls. Identifier by which the Active X Control is accessed. Auto-generated unique identifier for the control. This must match the identifier of the compiled control. encryption= true compression= none control id= CBWX classid>b68c F7-A21F- FFD8B51FDE75< /classid> <codebase>cpmactivex.cab#ver sion=6,0,0,0< /codebase> 184

193 POST-INSTALLATION CONFIGURATION End User Client Configuration..... Internet Options Add Clarity URL to List of Trusted Web Sites Each client machine must have the Clarity URL added to the list of Trusted Web Sites, in IE: 185

194 POST-INSTALLATION CONFIGURATION End User Client Configuration Settings in Trusted Site Zone The following setting changes are required to use Clarity 6: 1. Open Internet Explorer and select Tools > Internet Options. The Internet Options dialog appears: 186

195 POST-INSTALLATION CONFIGURATION End User Client Configuration In the Internet Options dialog click on the Security Tab, select the Trusted Sites icon and click on the Sites button. 3. The Trusted Sites dialog appears. Verify that the URL used to access Clarity 6 is in the list. Click on the Add button. Click on the Close button to return to the Internet Options dialog. 187

196 POST-INSTALLATION CONFIGURATION End User Client Configuration 4. In the Internet Options dialog, click on the Custom level button. 5. The Security Settings - Trusted Sites Zone dialog appears. Enable the following Security Settings: Downloads Automatic Prompting for File Downloads Miscellaneous Allow Script-initialized windows without space or position constraints Launching Programs and files in an IFRAME Allow Scripting of IE web browser controls Allow Web Pages to used restricted protocols Display mixed content Scripting Allow Programmatic Clipboard Access Note: For Internet Explorer 6 and earlier versions, the equivalent selection for Allow Programmatic Clipboard Access is called Allow Paste Operations via Script. 188

197 POST-INSTALLATION CONFIGURATION End User Client Configuration Click OK to save and close the Security Settings - Trusted Sites Zone dialog. 7. Click OK to close the Internet Options dialog. IE is now configured to work with Clarity

198 POST-INSTALLATION CONFIGURATION End User Client Configuration Enabling Integrated Windows Authentication (Kerberos) For MSAS implementations that require Kerberos Authentication, ensure that the Enable Integrated Windows Authentication (requires restart) setting is checked for every client machine. Note: A restart is required for the settings to take effect. 190

199 POST-INSTALLATION CONFIGURATION End User Client Configuration..... Enabling IE Settings for Secure Sockets Layer (SSL) Configurations For implementations that use SSL, ensure that the Do Not Save Encrypted Pages to Disk setting is checked for every client machine. Note: A restart is required for the settings to take effect. 191

200 POST-INSTALLATION CONFIGURATION End User Client Configuration Starting Clarity from a Client Machine Once the Clarity components have been installed and configured properly, end users are able to access Clarity via the web browser on their own client machine (provided their machine has the appropriate network connections to the Clarity Web Server). Follow the procedure below to ensure that Clarity is running correctly and that the end users can connect: 1. On a remote client machine, open the web browser and enter the default URL for Clarity: The Web_Server_Name is the IP address or logical server name of the Clarity Web Server, and Virtual_Directory is the name of the Clarity virtual directory. Note: If using Kerberos authentication, use the server name and not the IP address. 2. If the connection is successful, the default Clarity log on window appears: Note: This step is skipped for MSAS and SSO. 3. Enter Login ID, Password and Server name. Click the login button. 192