Setup and Configuration

Transcription

1 Trimble Quadri Documentation Setup and Configuration Trimble Quadri 3.0 and newer. Date:

2 Table of Contents 1. ABOUT THIS SETUP AND CONFIGURE TRIMBLE QUADRI DOCUMENT GETTING AN AUTHORIZATION CODE DOWNLOAD TRIMBLE QUADRI INSTALLATION PACKAGE PREREQUISITES FOR A SUCCESSFUL TRIMBLE QUADRI INSTALLATION OPERATING SYSTEM SYSTEM ACCESS USING A SYSTEM ADMINISTRATOR ACCOUNT SYSTEM HARDWARE REQUIREMENTS MICROSOFT.NET 4.0 FRAMEWORK MICROSOFT URL REWRITE MODULE 2.1 FOR IIS ENABLE APPLICATION SERVER AND WEB SERVER (IIS) SUPPORT Enabling in Windows 2008 R2 Server Enabling in Windows 2012 R2 Server WINDOWS UPDATE SOURCE FOR USER ACCOUNTS Active Directory as source for user accounts Trimble Identity as source for user accounts INSTALL TRIMBLE QUADRI EMBEDDED DATABASE SERVER INSTALL TRIMBLE QUADRI INITIAL CONFIGURATION OF TRIMBLE QUADRI CREATE NEW TRIMBLE QUADRI Installation and Configuration of the Embedded Database Server Trimble Quadri Web Application Configuration Trimble Quadri Configuration DOCUMENTATION OF THE INSTALLATION AND CONFIGURATION ADD A VALID LICENSE KEY TO TRIMBLE QUADRI MODIFY THE SCHEDULE OF THE INTERNAL HOT DATA BACK-UP FULL BACK-UP INCREMENTAL BACK-UP INSTALL TRIMBLE QUADRI 3.0 ON EXISTING TRIMBLE QUADRI SERVER PREREQUSITES TO INSTALL TRIMBLE QUADRI 3.0 ON EXISTING QUADRI INSTALL TRIMBLE QUADRI RUN THE QUADRI 3.0 CONFIGURATION TOOL ENABLE TRIMBLE QUADRI 3.0 IN QUADRI MODEL MANAGER RECONFIGURE AN EXISTING TRIMBLE QUADRI INSTALLATION RECONFIGURE TRIMBLE QUADRI TO USE ACTIVE DIRECTORY AS SOURCE FOR USER ACCOUNTS STEP BY STEP GUIDE TO VERIFY THE TRIMBLE QUADRI INSTALLATION VERIFY CONNECTION AND AUTHENTICATION VERIFY THAT A TEST MODEL CAN BE CREATED VERIFY THAT A TEST PROJECTS CAN BE CREATED AND USED VERIFY THAT HOT DATA BACK-UP CAN BE PERFORMED VERIFY THAT HUMAN ERROR RECOVERY IS POSSIBLE VERIFY THAT SCHEDULED HOT DATA BACK-UP IS RUNNING CLEAN UP AFTER VERIFICATION TEST Trimble Solutions Sandvika Page 2

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4 1. About this Setup and configure Trimble Quadri document This document describes how to install and configure Trimble Quadri in a corporate network. The most up to date version of this document can be downloaded from This version of the document is updated 4 th of July Getting an authorization code In order to use Trimble Quadri Private Cloud 1) you need an authorization code for the number of users that your license covers. Send a mail to novapoint.order@vianova.no. We will keep in touch with you within latest 2 hours after the download in our service centres opening time 2). We will setup a Trimble Quadri Term agreement, and agree an appointment with our Trimble Quadri Serviceteam who will guide you through the installation setup. 1) Private Cloud: Server and operating environment is Customers responsibility. (Both hardware and software) 2) Service Centre: Open between 09:00-15:00 CET 3. Download Trimble Quadri Installation Package Download the installation package using the link received from Trimble Solutions Sandvika AS In general, all installation packages can be downloaded from this site: The installation package is distributed as zip files and the downloaded ZIP-files should be unzipped to a new folder that does not contain any other files. All files must be kept together in the same structure, as they are unzipped. The installation package contains these files: 1. Readme[version number].txt 2. QuadriDCM_Embedded_DB_server_ zip 3. Trimble_Quadri_version number]_setup.zip Readme [version number].txt contains important information (typically last minute info) related to the specific installation of one version. You should always read this file. Files in QuadriDCM_Embedded_DB_server _ zip is the setup files that installs the embedded database server. Files in Trimble_Quadri_version number]_setup is the setup files that installs the application server. Trimble Solutions Sandvika Page 4

5 4. Prerequisites for a successful Trimble Quadri installation 4.1 Operating System Trimble Quadri is currently using Windows Server 2008 R2 or Windows Server 2012 R2. Windows Server 2012 R2 is the recommended OS for new installations. 4.2 System Access using a System Administrator Account The installation and configuration must be done using a system administrator account on the Windows Server. 4.3 System Hardware Requirements For system hardware requirement see: ments_trimble Quadri 4.4 Microsoft.NET 4.0 Framework Trimble Quadri depends on Microsoft.NET 4.0 Framework. In Windows 2008 R2 Server, it is suitable to install the framework, run Windows Update, install all related updates, and if needed, restart the server before continuing. In Windows 2012 R2 Server, it is already a part of operating system. 4.5 Microsoft URL Rewrite Module 2.1 for IIS Trimble Quadri require The Microsoft URL rewrite module 2.1 for IIS. Please note this important item from the System Requirements: IIS 7 (and higher) supports a new shared configuration environment, which must be disabled on each server in a web farm before installing the URL Rewrite Module for each node. Note: shared configuration can be re-enabled after the URL Rewrite Module has been installed. If shared configuration is enabled in your environment, take the necessary actions. See Installing IIS Modules in Shared Configuration Environments on Microsoft Web site. The URL Rewrite module is installed as a part of the Trimble Quadri 3.0 installation. 4.6 Enable Application Server and Web Server (IIS) support. Trimble Quadri depends on the Application Server and the Web Server (IIS) support on your Windows 2008 R2 Server or Windows 2012 R2 Server. What to be enable is slightly different for the two versions Enabling in Windows 2008 R2 Server Trimble Quadri depends on the Application Server and the Web Server (IIS) support on your Windows 2008 R2 Server. Trimble Solutions Sandvika Page 5

6 Open Server Manager and select the Roles node. Click Add Roles The Add Roles Wizard opens in a new Window. Click Next Select Application Server and Web Server (IIS). When selecting Application Server a dialog box regarding required features is displayed. Click Add Required Features in the dialog box. Click Next. Trimble Solutions Sandvika Page 6

7 Click Next. Select Web Server (IIS) Support. When selecting Web Server (IIS) Support a dialog box regarding required role services and features is displayed. Click Add Required Role Services in the dialog box. Click Next. Trimble Solutions Sandvika Page 7

8 Click Next. Select Server Side Includes under Application Development. Click Next. Trimble Solutions Sandvika Page 8

9 Click Install. Wait for the installation to complete. Trimble Solutions Sandvika Page 9

10 Click Close Enabling in Windows 2012 R2 Server Open Server Manager and select Add roles and features Trimble Solutions Sandvika Page 10

11 The Add Roles and Features Wizard opens in a new window Click Next. On the Select Installation type screen, select Role-based or feature-based installation. On the Select destination server screen, select the target server. Trimble Solutions Sandvika Page 11

12 On the Select Server Roles screen, select Application Server Select Web Server (IIS) Trimble Solutions Sandvika Page 12

13 When selecting Web Server (IIS) a dialog box regarding required features is displayed. Click Add Features in the box. On the Select features screen, select Windows Process Activation Service On the Role Services screen, select Web Server (IIS) Support Trimble Solutions Sandvika Page 13

14 When selecting Web Server (IIS) Support a dialog box regarding required features is displayed. Click Add Features in the box. Select HTTP Activation On Confirm installation selections screen, select install. Trimble Solutions Sandvika Page 14

15 4.7 Windows Update Please run Windows Update, install all updates and if needed restart the server before continuing. 4.8 Source for user accounts During installation of Trimble Quadri, you can decide to use Active Directory or Trimble Identity as source for user accounts, and not the user account system embedded in Trimble Quadri Active Directory as source for user accounts If you select AD as source for users, QMM and Novapoint will connect to AD every time necessary. No users from AD will be stored in the Trimble Quadri database and no synchronization between Trimble Quadri and AD is necessary. If you have decided to use Active Directory as source for user accounts, you must complete the configuration from within Quadri Model Manager Trimble Identity as source for user accounts If you select AD as source for users, QMM and Novapoint will connect to Trimble Identity every time necessary. No user information will be stored in the Trimble Quadri database and no synchronization between Trimble Quadri and Trimble Identity is necessary. 5. Install Trimble Quadri Embedded Database Server Right-click QuadriDCM Embedded DB server msi in the folder where QuadriDCM Embedded DB server zip was unzipped and select Run as Administrator. Now follow the instructions from the wizard to install Trimble Quadri Embedded Database Server 6. Install Trimble Quadri This installation step can only be carried out if Trimble Quadri Embedded Database Server is installed. Trimble Solutions Sandvika Page 15

16 Right-click Trimble Quadri [version number] Setup.exe in the folder where the installation was unzipped and select Run as Administrator. Setup Prerequisites. If any of these components are missing they will be installed. A reboot may be required, Click Yes to reboot the server. The installation continues after reboot. Now follow the instructions from the wizard to install Trimble Quadri. Trimble Solutions Sandvika Page 16

17 7. Initial configuration of Trimble Quadri After installing Trimble Quadri a shortcut is created on the Start Menu and the Desktop. This tool is used to configure Trimble Quadri. 7.1 Create new Trimble Quadri Start the Quadri 3.0 Configuration tool to configure a new server. Click the New QuadriDCM -button on the start-screen to start configuring a new Trimble Quadri. The smaller buttons are for reconfiguring existing server, setup or change connection to Active Directory, unlock database System account and database QMSYS account, and to display Help information. If any of the prerequisites are not met, a window displaying the prerequisites will be activated. Continuing the configuration will be possible even if the prerequisites are not met, but the configuration might fail or the daily use of the system may suffer Installation and Configuration of the Embedded Database Server Trimble Solutions Sandvika Page 17

18 The installation and configuration process contains these steps, which you must carry out in this order: 1. Database 2. Patches 3. Backup 4. Schedule 5. Schema 6. Tests 7. Firewall You may run the steps Schema, Tests and Firewall multiple times. 1. Select drives to install the database embedded with Trimble Quadri: a. SW: Drive for the embedded database software. b. Data: Drive used for storing database data. c. Backup: Drive used for storing database backup-files. Do not install any part of the embedded database on a removable drive. 2. Click Database - button and wait for the database configuration to complete this operation might take a while. Verify that all selected components have been installed and Click OK -button. Click the expand-button to the right (marked ) to continue with the next step Trimble Solutions Sandvika Page 18

19 7.1.2 Trimble Quadri Web Application Configuration In this section, you specify the different parts of the URL the end users use to utilize the Trimble Quadri you are installing. 1. Click the button IIS Values. 2. Set up port that Trimble Quadri will be accessed through. Default value is Set up path to Quadri Model Manager (QMM). o Specify a value for the optional Application Group. As default, this sub-part of the path is not used. o Specify a value for QMM Name. Default value is qmmweb Allowed characters are lowercase letters a z, digits 0 9 and special character and _. 4. Click OK to save (It s required to click OK at least once) 5. Click the button SSL(Off) if you want to secure Trimble Quadri by using SSL Trimble Solutions Sandvika Page 19

20 6. Check the SSL checkbox and browse to the SSL Certificate File 7. Type the SSL Certificate password and click OK to save 8. Click the IIS -button. 9. Wait for the Trimble Quadri Model Manager Installation and configuration to complete. 10. Verify that all selected components have been installed and Click OK -button. The configuration of the web application may be started multiple times. 11. Click the expand-button to the right (marked ) to continue to the next step Trimble Quadri Configuration 1. Click Parameters button Trimble Solutions Sandvika Page 20

21 a) Specify the application name if you don t want to use the default name quadri. Be aware that if an optional Application Group is specified in 3 Set up path to Quadri Model Manager (QMM). then this application group will used in addition to the Application name here. Allowed characters are lowercase letters a z, digits 0 9 and special character and _. b) Specify server alias if you don t want to use the default alias QuadriDCM c) If you don t want to make logs from the server side available for clients, remove check for Allow Server Logs d) Click OK button to apply the changes. Unless you have several Trimble Quadri installation that due to technical issues needs to be separated by unique application names we recommends that you use the default application name quadri. Server alias is used as a friendly name in the client for the connection data that points to this specific Trimble Quadri installation. This replace the IP-address, port, application name etc. in the user interface. Allow server logs creates a Virtual Directory that makes it possible to download trace logs from the server side from the clients in the context of crash reporting. 2. Select the source for the user accounts QuadriDCM Users (embedded user accounts), Active Directory or Trimble Identity If you select QuadriDCM Users or Active Directory you should drop the next step and continue at step 4 Trimble Solutions Sandvika Page 21

22 If you select Trimble Quadri users, the user accounts have to be created in QMM. If you select Active Directory, you get the user accounts from a specified Active Directory server. And if you select Trimble Identity user must Sign up to create their own Trimble identity. 3. Click TID Values Specify Consumer Key and Consumer Secret 4. Specify a password for the user account admin. Specify the password to use for the user account admin The Password must be between 8 and 50 characters long and have at least three out of four of these characters: lowercase, uppercase, digit and special character. Special characters are the following: #!@$%&'()*+,-./;:<>=?_{}. Dependent of whether you configure Trimble Quadri to use Active Directory or not, the use of this password is slightly different. Trimble Solutions Sandvika Page 22

23 a) If user source is QuadriDCM Users then this password must be used when you start up and sign in to QMM as the only account that are authorized to use QMM is the admin account. On some major irreversible actions, like deleting a model this password must be used to confirm the selected action. b) If user source is Active Directory or Trimble Identity, this password must also be used to confirm major irreversible action like deleting a model. 5. Please write down the admin-password and deliver the information to the person(s) who are going to manage the models in this Trimble Quadri installation. 6. Click the Trimble Quadri button and wait for the Trimble Quadri configuration to complete. A new Trimble Quadri application is now created. An Internet Explorer instance with the Trimble Quadri Model Manager site (aka QMM) will be started if the installation is successful. If you have selected QuadriDCM users, the username is admin, and password is the one specified above. If you have selected users from Active Directory, you have to create a group in AD called QMM Users and add users that should be able to log in to QMM. All users in the QMM Users group will be able to log in to QMM with their AD credentials. A shortcut to the Trimble Quadri Model Manager site (QMM) is also installed on the desktop of the server. 7.2 Documentation of the installation and configuration 1. Click L -button to open Log for the installation and configuration. 2. Please save the log-file to your local disk ( File / Save As in Notepad). Trimble Solutions Sandvika Page 23

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25 8. Add a valid license key to Trimble Quadri When the installation of Trimble Quadri is finished, you need to start Trimble Quadri Model Manager (QMM) to add the authorization key. Trimble Quadri Model Manager is a web-application designed to administrate the Trimble Quadri installation. When you install Trimble Quadri the application is automatically installed and is accessible on the server desktop and in the Start Menu. This link: contains information about how to add a valid license key for Trimble Quadri. If you have selected Trimble Quadri users during the installation, the username is admin, and password is the one specified when installing. If you have selected users from Active Directory, use any of the username for any of the members of the QMM Users group, who will all be able to sign in to QMM with their windows credentials. 9. Modify the schedule of the internal hot data back-up As default, the internal hot data back-up runs with full back-up every Sunday at 01:00 and incremental backup once a day at 01:00 on the six subsequent days. The back-up files recycles every week. To modify the schedule you open Windows Task Scheduler. Mark the actual task Full backup of Quadri, and open the associated properties dialog. Locate the tab Triggers and edit the scheduling plan according to the needs. Trimble Solutions Sandvika Page 25

26 9.1 Full back-up 9.2 Incremental back-up Trimble Solutions Sandvika Page 26

27 10. Install Trimble Quadri 3.0 on existing Trimble Quadri server Trimble Quadri 3.0 differs from earlier versions of Quadri. Trimble Quadri 3.0 will not upgrade previous installation. Instead, Trimble Quadri 3.0 will install side by side to an existing Trimble Quadri 2.0. Quadri administrators choose to upgrade models one by one or all at once. This is performed in the Quadri Model Manager Prerequsites to install Trimble Quadri 3.0 on existing Quadri A new installation of Trimble Quadri 3.0 cannot be done if a previous installation of Trimble Quadri exsist. In this case Quadri 3.0 will be installed and run as a parallel installation. Trimble Quadri 3.0 and Quadri 2.0 share the same embedded database instance. Earlier Quadri installations have to be upgraded to Trimble Quadri 2.0.FP6A. Review the notes in chapter 4.5 Microsoft URL Rewrite Module 2.1 for IIS 10.2 Install Trimble Quadri 3.0 Follow the steps in chapter 6. Install Trimble Quadri and complete the installation Run the Quadri 3.0 Configuration tool A short-cut for Quadri 3.0 Configuration is placed on the desktop and in the Start menu. Launch the Quadri 3.0 Configuration. This step will configure IIS and Services. Select Update QuadriDCM: Select Update Quadri DCM Database and click Update: Trimble Solutions Sandvika Page 27

28 Select Update Quadri DCM Database once more to have this message: Select Update QuadriDCM Web applications and click Update: When finished a log file will pop up. Close the log file and the Quadri DCM Update dialog. Installation of Trimble Quadri 3.0 is done 10.4 Enable Trimble Quadri 3.0 in Quadri Model Manager. The last step is to enable Trimble Quadri 3.0 in Quadri Model Manager. Log in to Quadri Model Manager with a user having Admin privileges. Select the Server tab. Select Maintenance Upgrade Database Version: Trimble Solutions Sandvika Page 28

29 Click on Start Upgrade to Latest version Select Upgrade Database version once more and verify that Current and Latest version is 300 (Trimble Quadri 3.0) How to Upgrade Trimble Quadri 2.0 models to Trimble Quadri 3.0 see the migration guide Easy Access - Switch to Trimble ID Change from Vianova ID to Trimble ID. Click any model and go to More + Easy Access + Settings. Change the Vianova ID registered there to a Trimble ID with Easy Access administration rights. Enable any project that was already enabled before the upgrade. Trimble Solutions Sandvika Page 29

30 Restart QuadriVPSUpdater service. Go to the Server page and click the Restart button for Quadri VPS Updater. 11. Reconfigure an existing Trimble Quadri installation Click the Existing Server -button on the start-screen to reconfigure a Trimble Quadri. You will be asked for a password for the database System Account to continue. If any of the prerequisites are not met, a window displaying the prerequisites will be activated. Installation will be possible even if the prerequisites are not met, but the installation might fail or the daily use of the Trimble Quadri may suffer. Click Database button. By default there are only two steps available in the Existing Server interface: Tests Open port in Firewall These steps can be selected and started multiple times. Trimble Solutions Sandvika Page 30

31 Wait for the selected steps to complete. Wait until all selected steps have been completed and Click OK. Click Trimble Quadri Model Manager button. The Trimble Quadri Model Manager installation and configuration can be started multiple times. Wait for the Trimble Quadri Model Manager Installation and configuration to complete. An Internet Explorer instance with the Model Manager site will be started if the installation is successful. A shortcut to the Model Manager site is also installed on the desktop of the server Verify that all selected components have been installed and Click OK. Click Trimble Quadri button. The Trimble Quadri installation and configuration can be started multiple times. Wait for the Trimble Quadri installation and configuration to complete. Verify that all selected components have been installed and Click OK. Click L -button to open Log for the installation and configuration. Please save the log-file to your local disk ( File / Save As in Notepad) Reconfigure Trimble Quadri to use Active Directory as source for user accounts If you have selected Active Directory as source for user accounts, you need to set up a connection to the Active Directory server that contains the user accounts. In the configuration tool, click the Setup/Change Active Directory button Trimble Solutions Sandvika Page 31

32 Fill in the parameters. This link contains more info about the parameters. You may also use QMM to set up the parameters to connect to Active Directory. Log in to QMM and select the Admin tab and Ldap Parameters. See here for more info on the parameters: Trimble Solutions Sandvika Page 32

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34 12. Step by step guide to verify the Trimble Quadri installation By carrying out the steps bellow, it can be verified that the Trimble Quadri installation is successful and any problems might be sorted out before end users start to use the installation in their daily work. To carry out the verification process you need some minimum knowledge about how to use the Trimble Quadri Model Manager and Novapoint as a client on Trimble Quadri. If you do not hold that knowledge yourself, you should contact someone in your organization that might help you to carry out this process. Your local Trimble Quadri contact may also give you help and advices. Novapoint resource centre is also a good source for knowledge. Documentation for QMM can be found here: And How to get started with Trimble Quadri section: Data files used during the verification process can be downloaded from: s_to_verify_trimble Quadri_installation.zipx 12.1 Verify connection and authentication Start a web browser and enter the following URL: Your browser s Sign In dialogue should appear. Sign In as Admin and use the password you specified during the initial configuration of Trimble Quadri A page with the text Hello World from Quadri Login Handler should appear Verify that a test model can be created Start a web browser and enter the URL for QMM User Accounts -> New account Username: TestUser Models -> Add a model Model Name: TestModel Feature Catalogue: Quadri_1903_1.04 Storage CRS Configuration: All Projected: 3044 Trimble Solutions Sandvika Page 34

35 Vertical: 5776 Projected Workset CRS 3044 Vertical Workset CRS 5776 Models -> Modify model -> Users Add TestUser as user of TestModel Models -> Modify model -> Roles TestUser should hold both roles (Project admin + Design) for TestModel 12.3 Verify that a test projects can be created and used Start Novapoint Novapoint-> Manage Projects Create a project in TestModel o Project Name: TestProject o Where: A boundary for the test project can be defined by the polygon in the file AreaOfInterestTestProjectToVerifyInstallation.txt. Novapoint -> New -> New binder Binder name: TestBinder Novapoint -> Join Project Select TestProject Insert Ribbon -> Insert structure Select any one of the available structures Insert Ribbon -> Import Select the file DataToVerifyTheInstallation.SOS Home -> Share Novapoint -> Join Project Again - select TestProject In the binder there should now be two identical worksets, one with reservations and one without any reservations. Does the number of tasks match? Does the number of features match? Exit Novapoint 12.4 Verify that hot data back-up can be performed Start Windows Task Scheduler and select the task FullBackup of Quadri Press the Run button. Trimble Solutions Sandvika Page 35

36 When the data back-up is finished you will see a set of new files in the backup folder that you selected during the initial Trimble Quadri installation. Did a new set of files appear on the data back-up disk? 12.5 Verify that human error recovery is possible The next step is to simulate a human error, and then verify that Human error recovery can be completed by restoring a model from the online data back-up. Ensure that the back-up process started in the previous step is finished before you continue. Start Novapoint Start page -> recently used Binder Select TestBinder Activate the workset that contains reservations and delete the Import task, including features. Home -> Share Exit Novapoint Start a web browser and enter the URL for QMM Models -> Restore model Model: Select TestModel Select Time to Restore: Select the nearest time before the human error deleted tasks and features Start Novapoint Novapoint -> Open Binder Novapoint -> Join Project Once again select TestProject In the binder there should now be three worksets. Two of them should be identical. Trimble Solutions Sandvika Page 36

37 Does the number of tasks match? Does the number of features match? Exit Novapoint 12.6 Verify that scheduled hot data back-up is running After first scheduled hot data back-up the steps in 12.5 Verify that human error recovery is possible should be repeated Clean up after verification test Start Novapoint Start page -> recently used binders Select TestBinder Disconnect all three Worksets (Popup menu on Workset in Explorer view) Exit Novapoint Start a web browser and enter the URL for QMM Models -> Delete Model Select TestModel User Accounts -> Delete Account Select TestUser Trimble Solutions Sandvika Page 37