Desktop Deployment Guide

Transcription

1 ARGUS Enterprise /13/2017

2 ARGUS Enterprise /13/2017 Published by: ARGUS Software, Inc. 750 Town and Country Blvd Suite 800 Houston, TX Telephone (713) Facsimile (713) Information in this document is subject to change without notice and represents no commitment on the part of ARGUS Software, Inc. This document is copyright 2017, ARGUS Software, Inc. All rights reserved. This document is confidential and proprietary information of ARGUS Software, made available only under a license agreement and or other agreements containing obligations of confidentiality. "ARGUS" and ARGUS Enterprise are trademarks of ARGUS Software, Inc. All other trademarks and registered trademarks are property of their respective companies. Copyright 2017 ARGUS Software Inc Altus Group

3 Contents Introduction... 3 ARGUS Enterprise Purpose... 3 Overview of ARGUS Desktop Deployment... 4 System Requirements... 4 Installed Components... 4 The Workstation Application... 5 Upgrading a Prior Version... 5 Installation Instructions... 5 Database Wizard...10 SQL Server Database Options...12 Use an Existing SQL Server Instance...12 Report Deployment Wizard...17 Deployment Types...18 Deploy to SSRS...18 Deploy to Folder...21 The ARGUS Enterprise Client...23 Installation Instructions...23 Connecting to ARGUS Enterprise App Server...28 New Connection using ARGUS Enterprise Server...29 New Connection using SQL Server...31 Installing ARGUS Enterprise Add-In for Excel...32 Installing ARGUS Enterprise Client and ARGUS Enterprise Add-In for Excel in a Citrix Environment...35 Before You Begin...35 Publishing from Citrix Studio...35 Licensing ARGUS Enterprise Workstation...37 Checking out a License...37 Adding a New License...41 Refreshing a License...42 Checking in a License...43 Copyright 2017 ARGUS Software Inc Altus Group 1

4 Checking in by Internet...43 Checking In by Phone...45 Removing a License...48 Set Named Users...50 Change, Repair, or Remove Installation...52 Change Installation...52 Custom Setup Window...53 Repair Installation...55 Remove Installation...57 Copyright 2017 ARGUS Software Inc Altus Group 2

5 Introduction ARGUS Enterprise 11.7 ARGUS Enterprise 11.7 is comprised of two core modules: Valuation-Cash Flow: This module enables you to model property level cash flow analysis and valuations. Repertoire Reporting: This module enables you to model portfolio reporting and analysis. The ARGUS Enterprise platform is a powerful suite of integrated solutions for analyzing and reporting on tenant, property, and portfolio information for the purposes of: Fund and investment management Portfolio and asset management Cash flow projections and valuations Budgeting and forecasting Purpose This document provides step-by-step instructions for installing the ARGUS Enterprise Workstation application and the ARGUS Enterprise Client application. The Workstation application is a standalone installation of ARGUS Enterprise that does not require any server components to operate. All processing is performed on the PC, and the Workstation application can connect directly to a local SQL Express database or a shared, centralized database. The Client application is a desktop component of ARGUS Enterprise designed to connect to and operate with ARGUS Enterprise Server components. The ARGUS Enterprise Server component installation process is described in a separate document, Application Server Installation Guide for ARGUS Enterprise , which is available on the ARGUS support download site at Copyright 2017 ARGUS Software Inc Altus Group 3

6 Overview of ARGUS Desktop Deployment System Requirements Please refer to the ARGUS Enterprise System Requirements online at to determine the hardware and software requirements that match the scale of your deployment. System requirements can also be found in the Small, Medium, and Large Enterprise Planning documents. Installed Components Upon successful completion of the tasks described in this document, the following components will be installed: ARGUS Enterprise 11.7 ARGUS Enterprise Excel Add-In Microsoft SQL Server Express 2008 Microsoft.NET framework Copyright 2017 ARGUS Software Inc Altus Group 4

7 The Workstation Application ARGUS Enterprise The Workstation application is a standalone installation of ARGUS Enterprise that does not require any server components to operate. All processing is performed on the PC, and the workstation application can connect directly to a local SQL Express database or a shared, centralized database. Upgrading a Prior Version Before installing ARGUS Enterprise 11.7, it is necessary to first check-in the product license key associated with any previous installations of ARGUS Enterprise on the same PC. Please see the instructions for checking in your product license key in the Licensing ARGUS Enterprise Workstation section at the end of this document. Installation Instructions 1. Begin by downloading the installation program from the ARGUS support download site at 2. When prompted, Run or Save the installation program, AE_Setup.exe. Run: Choose Run to run the installation program if it is located on a local network. If you select this option, continue with Step 3. Save: Choose Save if the installation program is being downloaded from the ARGUS support site. Remember to note the file location for future reference. 3. Navigate to the location of the installation program, and double click the Setup file to launch the installer. Click Run. The installer launches automatically. 4. The installation program automatically detects whether your computer has Microsoft.NET Framework Version 4.0 installed and, if required, launches the Microsoft.NET installation. The following window appears if.net has not been installed. If you see this window, click Accept & Install. Continue with Step 5. Copyright 2017 ARGUS Software Inc Altus Group 5

8 The following window appears if.net has been installed. If you see this window, click Next. Continue with Step To begin the.net installation, click Accept & Install, and follow the instructions. Copyright 2017 ARGUS Software Inc Altus Group 6

9 6. Click Next to continue. 7. Read and accept the license agreement. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 7

10 8. Click the Workstation Installation option to install the ARGUS Enterprise Workstation. Note: You must be a Local Administrator or be part of the Local Admin Group to be able to install SQL Server Express during the Workstation Installation process. 9. To change the default destination folder, enter the name of the new folder, or click Change to browse for another folder. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 8

11 10. Click Install to install the software, or click Back to review or change settings. The ARGUS Enterprise installation process begins. 11. Following a successful installation, click Finish to exit the Setup Wizard. Copyright 2017 ARGUS Software Inc Altus Group 9

12 Database Wizard ARGUS Enterprise If the ARGUS Database Configuration Wizard appears automatically upon completion of the Workstation installation, then continue with Step 4. Copyright 2017 ARGUS Software Inc Altus Group 10

13 To launch the Wizard manually: ARGUS Enterprise 1. Select ARGUS Enterprise Configuration from the ARGUS Software\ARGUS Enterprise folder in the Start>All Programs menu, or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. 2. In the left navigation bar, select AE Database. Click Database Wizard. Copyright 2017 ARGUS Software Inc Altus Group 11

14 3. Click Next to start the database wizard. SQL Server Database Options The SQL Server Installation window offers two options: Use Existing Local SQL Server Express LocalDB: Select if you are installing ARGUS Enterprise for the first time (with no existing database) or if you are upgrading from any version after ARGUS Enterprise 9.5. Use an Existing SQL Server Instance: Select if you are upgrading from ARGUS Enterprise 9.5 or an earlier version of Argus Enterprise. Use an Existing SQL Server Instance 1. Choose Use an Existing SQL Server Instance. Copyright 2017 ARGUS Software Inc Altus Group 12

15 2. Fill out the fields in the SQL Server Instance window. Note: You should select the Windows Authentication option in most cases. You should only select the SQL Server Authentication option if you are a database administrator or a person who will be responsible for making regular user changes and monitoring user access to the ARGUS Enterprise database. Note: You can attach an mdf file by clicking Attach and then using the Browse button to locate and attach the file. This option is also useful if you want to restore a backup copy of the mdf files. Alternatively, you can use the Select option to select a database from the drop-down list when you are connecting to a SQL Server instance other than LocalDB. 3. Click Next to upgrade your existing database. Copyright 2017 ARGUS Software Inc Altus Group 13

16 4. Choose whether you want to run the database scripts now or to save the scripts for later use. 5. Warning: If you have never performed a SQL backup on your database, you may need to perform a SQL backup before proceeding with the database upgrade. Back up your database before continuing. If you choose to save the scripts, you will be prompted to select a file directory. Click Next to continue. 6. You may see the following screen if you choose to run the database scripts now. Note: Help improve our products and services by sharing product usage information with ARGUS Software: This is optional; you may proceed with your upgrade even if you refuse to agree to share product usage data. However, sharing provides us with valuable information we can use to better serve our customers in the future. Copyright 2017 ARGUS Software Inc Altus Group 14

17 7. Choose to alter the recovery model to bulked-logged or ignore the recovery model. Click Next to continue. Note: If you select the first option, we recommend that you perform a transaction log backup before clicking Next. 8. Wait as the Database Wizard executes the database scripts. Copyright 2017 ARGUS Software Inc Altus Group 15

18 9. Click Finish to complete the new database installation or upgrade program. Copyright 2017 ARGUS Software Inc Altus Group 16

19 Report Deployment Wizard The ARGUS Enterprise Report Deployment Wizard should start automatically. If the wizard starts automatically, then go to Step 3. ARGUS Enterprise If it does not start automatically, then open the ARGUS Enterprise 11.7 Configuration tool (below). In the left navigation bar, select Reporting. Click Deploy Reports. 2. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 17

20 Deployment Types ARGUS Enterprise The Report Deployment Wizard offers two Deployment Types. You can choose to deploy your reports to either: SSRS, an existing Microsoft SQL Server Reporting Services instance A folder on your machine or on a network Deploy to SSRS 1. Choose Deploy to SSRS, an existing Microsoft SQL Server Reporting Services instance. Click Next to continue. 2. Type your information in the Report Server URL and Base Folder fields. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 18

21 3. Select Windows Authentication or SQL Server Authentication, and type your user name and password in the fields. Click Next. 4. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 19

22 5. Once the Report Deployment Wizard finishes deploying your reports, click Finish to close this window. 6. The ARGUS Enterprise 11.7 Configuration program should start automatically. Please go to the Licensing ARGUS Enterprise Workstation or Client section near the end of this document for additional instructions. Copyright 2017 ARGUS Software Inc Altus Group 20

23 Deploy to Folder ARGUS Enterprise 1. Choose Deploy to Folder, to deploy to a folder on your machine or on a network. Click Next. The wizard prompts you to use the pre-selected directory, or you can select a different directory by clicking. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 21

24 2. Click Next to continue. 3. Once the Report Deployment Wizard finishes deploying your reports, click Finish to close this window. 4. The ARGUS Enterprise 11.7 Configuration tool opens automatically. For more instructions, go to Licensing ARGUS Enterprise Workstation. Copyright 2017 ARGUS Software Inc Altus Group 22

25 The ARGUS Enterprise Client ARGUS Enterprise The installation instructions continue by providing step-by-step instructions needed to install the ARGUS Enterprise Client. The client application is a desktop component of ARGUS Enterprise designed to connect to and operate with ARGUS Enterprise server components. Installation Instructions Begin by downloading the installation program from the ARGUS support download site at When prompted, run or save the installation program, AE_Setup.exe. Run: Select Run to run the installation program if it is located on a local network. If you select this option, continue with step 3. Save: Select Save if the installation program is being downloaded from the ARGUS support site. Remember to note the file location for future reference. Navigate to the location of the installation program and double click the file to launch the installer. Click Run. Click Next to launch the Setup Wizard. Copyright 2017 ARGUS Software Inc Altus Group 23

26 Click Next to continue. Read and accept the license agreement. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 24

27 Click the Client Installation option to install the ARGUS Enterprise Client. ARGUS Enterprise To change the default installation folder, type the name of the new folder, or click Change to browse for another folder. When you have selected your destination folder, click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 25

28 Click Install to install the software, or click Back to review or change settings. If prompted by Windows UAC, click Yes to allow the program to make changes to your computer. The installation process begins. Copyright 2017 ARGUS Software Inc Altus Group 26

29 Click Finish to close the installer. Note: ARGUS Enterprise client will not work if a different version of ARGUS Enterprise has been installed on the app server. CLIENT and APP SERVER must both be the same version. Note: When you launch the Configuration program, the License Expiry window reminds you to renew your license. Click OK to continue. Copyright 2017 ARGUS Software Inc Altus Group 27

30 Connecting to ARGUS Enterprise App Server To connect to the ARGUS Enterprise App Server, complete the following process: ARGUS Enterprise In ARGUS Enterprise, click Connect at the top left to launch the Manage Connections Wizard. Note: To launch the Wizard manually, select ARGUS Enterprise 11.7 Configuration from the ARGUS Software\ARGUS Enterprise 11.7 folder in the Start > All Programs menu, or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. Click New Connection to set up a new ARGUS Enterprise Server connection, or click Connect to continue. Copyright 2017 ARGUS Software Inc Altus Group 28

31 New Connection using ARGUS Enterprise Server ARGUS Enterprise Select the ARGUS Enterprise Server option in the drop-down list to create a connection to the ARGUS Enterprise server. Type the name and any comments in the Name and Comments fields. Select either TCP/IP or HTTP as the connection type in the Connection type field. Type the server name or IP address in the Server name or IP address field. Select the port number in the Port Number field, and click OK to continue. Copyright 2017 ARGUS Software Inc Altus Group 29

32 Select the connection name you want to use, and click Connect to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 30

33 New Connection using SQL Server ARGUS Enterprise 1. Select the SQL Server option in the drop-down list to create a connection using SQL Server. 2. Type the Administration and Settings information in the appropriate fields. 3. Use Test Connection to test your connection settings. 4. Click OK to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 31

34 Installing ARGUS Enterprise Add-In for Excel ARGUS Enterprise You can install the ARGUS Enterprise Add-In for Excel from your Control Panel as a change to your current installation. Note: The version number highlighted varies based upon what version of ARGUS Enterprise you have installed. This method only works for the current user. 1. Go to Start>Control Panel. Select Programs>Uninstall a program. 2. Locate and right click the ARGUS Enterprise 11.7 file. Select Change. 3. Click Next to launch the Setup Wizard. Copyright 2017 ARGUS Software Inc Altus Group 32

35 4. Select Change. 5. Select the component Excel 4 ADW in the Custom Setup window and click Next. Copyright 2017 ARGUS Software Inc Altus Group 33

36 6. Click Install to begin installation. You can also click Back to return to the previous window or Cancel to stop this process. 7. Click Finish. Note: You can find the ARGUS Excel 4 ADW Add-In file in C:\Program Files (x86)\argus Software\ARGUS Enterprise 11.7\Client\Argus.ExcelAddIn.App. Copyright 2017 ARGUS Software Inc Altus Group 34

37 Installing ARGUS Enterprise Client and ARGUS Enterprise Add-In for Excel in a Citrix Environment You can perform a Client Installation on the Citrix Server then publish ARGUS Enterprise and Excel to the users, so they can access and launch ARGUS Enterprise and Excel through their organization s Citrix portal. Before You Begin Your Administrator must first follow the steps in the previous sections: Installation Instructions and Connecting to ARGUS Enterprise App Server. Confirm that your organization is running Citrix XenApp version 7.0 or higher. Publishing from Citrix Studio Open Citrix Studio. Click Actions>Create Delivery Groups. Result: The Create Delivery Group Machines popup appears. Click Next. Click the + button in the Choose number of machines to add field. Result: The Delivery Type popup appears. Click the Applications radio button then Next. Result: The Users popup appears. Click Add Users. Result: The Select Users or Groups popup appears. Type the object names in the white area and click OK. Result: The Applications popup appears. Click the checkbox next to ARGUS Enterprise and Excel and click Next. Copyright 2017 ARGUS Software Inc Altus Group 35

38 Type a name for the Delivery Group. Result: The Delivery Groups screen displays. Result: Now when users navigate to their internal Citrix Server URL, they see icons for ARGUS Enterprise and Excel that they can click on to launch. Navigate to your Citrix portal to launch AE and Excel. Result: The interface varies based on your installation of Citrix portal. Copyright 2017 ARGUS Software Inc Altus Group 36

39 Licensing ARGUS Enterprise Workstation Checking out a License Checking out your license allows you to use the license and product key on the current computer. You need an Internet connection to check in and out your license. To launch the wizard, select ARGUS Enterprise 11.7 Configuration from the ARGUS Software\ARGUS Enterprise 11.7 folder in the Start > All Programs menu, or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. 1. In the ARGUS Enterprise 11.7 window, select Licensing in the left navigation pane. 2. Select the license you want to check out in the right navigation pane under Local Machine. Click Check Out Selected License. Copyright 2017 ARGUS Software Inc Altus Group 37

40 3. Select your product from the drop-down list. You may choose from the following options: ARGUS Enterprise Client ARGUS Enterprise Server 4. Type your Address, Company Name, and License Keys in the fields provided. Select an area from the Where are you? drop-down list. Click Next to continue or Cancel to stop this process. 5. Select I accept the terms of the license agreement after you have reviewed the Software License Agreement. You may click Print to print a copy of the agreement for your records. Copyright 2017 ARGUS Software Inc Altus Group 38

41 Note: You can access this agreement at any time by clicking the Software Licensing button in the Configuration Program. 6. Select your preferred method for check out. You may choose from the following options: Check out my license over the Internet. Check out my license by telephone you must use this option if you do not have an Internet connection. 7. Click Finish to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 39

42 8. The checked out license displays with the following information: Installation Type Serial Number User Name Number of Users Accessible Areas Subscription End Date ARGUS Enterprise Copyright 2017 ARGUS Software Inc Altus Group 40

43 Adding a New License ARGUS Enterprise 1. In the ARGUS Enterprise 11.7 Configuration tool, select Licensing in the left navigation pane. 2. Click Add New License. Refer to steps 2-6 above in the Checking out a License section. Copyright 2017 ARGUS Software Inc Altus Group 41

44 Refreshing a License ARGUS Enterprise Refreshing your license allows you to retrieve license information from the IBL server and update the license information saved in the local store. 1. In the ARGUS Enterprise 11.7 Configuration tool, select Licensing in the left navigation pane. 2. Select the license to be refreshed. Click Refresh Selected Licenses. This action completes this process. Copyright 2017 ARGUS Software Inc Altus Group 42

45 Checking in a License ARGUS Enterprise Checking in your license allows you to reuse the license and product key to upgrade to a new version, reinstall, or use on a different computer. To check your license in or out, you need an Internet connection. Select ARGUS Enterprise 11.7 Configuration from the ARGUS Software\ARGUS Enterprise 11.7 folder in the Start > All Programs menu, or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. Checking in by Internet In the ARGUS Enterprise 11.7 Configuration tool, select Licensing in the left navigation pane. Select the license to be checked in. Click Check-In Selected Licenses. Copyright 2017 ARGUS Software Inc Altus Group 43

46 3. Select Check in my licenses over the Internet. Click Next to continue. ARGUS Enterprise 4. Click Finish to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 44

47 Checking In by Phone 1. Refer to Steps 1-2 from the Checking in by Internet section above. 2. Select Check in my licenses by telephone, and click Next to continue. ARGUS Enterprise Copyright 2017 ARGUS Software Inc Altus Group 45

48 3. Select your area from the Please tell us where you are located drop-down list. Click Next to continue or Cancel to stop this process. 4. Call the appropriate software support number for your region. Be prepared to give Support your license key and site code. Type the authorization code where specified. Click Next to continue this process. Copyright 2017 ARGUS Software Inc Altus Group 46

49 5. Click Finish to complete this process. 6. The license displays a Not Checked Out message. Copyright 2017 ARGUS Software Inc Altus Group 47

50 Removing a License ARGUS Enterprise Removing a license will prevent the license and product key from being used on the current computer. To remove your license, you need an Internet connection. Select ARGUS Enterprise 11.7 Configuration from the ARGUS Software\ARGUS Enterprise 11.7 folder in the Start > All Programs menu or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. 1. In the ARGUS Enterprise 11.7 Configuration tool, select Licensing in the left navigation pane. 2. Select the license to be removed in the right navigation pane under Local Machine. Click Remove Selected Licenses. 3. If the License is not checked in, you will need to check it in. Please see Checking in a License. Otherwise, proceed to step 4 for a license already checked in. Copyright 2017 ARGUS Software Inc Altus Group 48

51 4. Click Finish to complete this process. 5. The license is now checked in/removed from the Configuration tool. Copyright 2017 ARGUS Software Inc Altus Group 49

52 Set Named Users ARGUS Enterprise Setting named users determines which user has the ability to use a given license at a given time. By default, the Windows user account that is logged in and performing the ARGUS Enterprise installation/database configuration is considered the Administrator of the system. This Set Named Users area is used if another user (e.g. an IT Admin) logged into the user s machine to perform the installation/database configuration or entered Administrator credentials when launching the ARGUS Enterprise Configuration utility to perform the database configuration. The Set Named Users window would list that user s Windows account rather than the user that will be using ARGUS Enterprise. If the User performing the installation is the same as the User who will be using ARGUS Enterprise, no further action is needed. Select ARGUS Enterprise 11.7 Configuration from the ARGUS Software\ARGUS Enterprise 11.7 folder in the Start > All Programs menu, or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. 1. In the ARGUS Enterprise 11.7 Configuration tool, select Licensing in the left navigation pane. 2. In the right navigation pane, select the license. 3. Click Set Named Users to specify a Windows user account with access to the local database. Copyright 2017 ARGUS Software Inc Altus Group 50

53 4. Click in the first row to change the Administrator User Name to the User who will be using ARGUS Enterprise. 5. Click OK when finished. Copyright 2017 ARGUS Software Inc Altus Group 51

54 Change, Repair, or Remove Installation Change Installation You can change installed features in the current installation. 1. Navigate to the location of the installation program, and double click the file to launch the installer. 2. Click Next to launch the Setup Wizard. 3. Select Change to alter the way that features are installed. Copyright 2017 ARGUS Software Inc Altus Group 52

55 Custom Setup Window The Custom Setup window allows you to choose specific software components and a location for installation. 1. Select only the ARGUS Enterprise server you wish to install (i.e., the application service, the process service, or the data integration service). 2. Click Browse to change the installation path or to install one or more of the services on a different drive. To remove a component from installation, de-select the component. Note: Some administrators also install clients (i.e., Excel 4 ADW, Enterprise Client) if they want to test directly on this same server. However, this is not recommended. 3. Click Next to continue. 4. Click Install to make your changes. 5. Wait as the Setup Wizard repairs ARGUS Enterprise Copyright 2017 ARGUS Software Inc Altus Group 53

56 6. Click Finish to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 54

57 Repair Installation You can fix missing or corrupt files from the current installation. ARGUS Enterprise 1. Navigate to the location of the installation program, and double click the file to launch the installer. 2. Click Next to launch the Setup Wizard. You can also click Close to stop this process. 3. Click Repair to continue. Copyright 2017 ARGUS Software Inc Altus Group 55

58 4. Click Repair to make your changes. 5. Wait while the Setup Wizard repairs ARGUS Enterprise Click Finish to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 56

59 Remove Installation You can remove the current installation. ARGUS Enterprise 1. Navigate to the location of the installation program and double-click the file to launch the installer. 2. Click Next to continue. 3. Select Remove to remove ARGUS Enterprise 11.7 from your computer. Copyright 2017 ARGUS Software Inc Altus Group 57

60 4. Click Remove to completely remove ARGUS Enterprise 11.7 from your computer. 5. Wait while the Setup Wizard removes ARGUS Enterprise Click Finish to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 58