Application Server The following programs must be preinstalled on the application server before installing BizView:

Transcription

1 BizView INSTALLATION DESCRIPTION BizView INSTALLATION DESCRIPTION... 1 BizView installation... 1 Prerequisites... 1 Preparations to fulfill prerequisites... 2 Install IIS... 3 Install.Net Framework... 4 Change Default Application Pool.NET Framework version... 4 Set Read / Write permissions to IIS_IUSR... 5 New Installation vs Upgrade... 7 Start the installation... 8 Setup dialogues... 8 Database Installation / Upgrade Launching DBWizard Manually open the web application configuration file Create a new BizView application database Create a new BizView datastore Upgrade an existing BizView application database Upgrade an existing BizView datastore BizView installed BizView license BizView installation Prerequisites Application Server The following programs must be preinstalled on the application server before installing BizView: Operating System: Windows Server 2008, Windows Server 2008 R2, Windows Server (x64) Windows server components IIS 7 (or higher), with ASP enabled.net Framework 4 (or higher) Database server The database server must have the following prerequisites in place: LAN access from the application server SQL Server 2005 or higher SQL Server login with sysadmin rights 2 Software SQL Server Management Studio 2005 (or higher) 1) see section Manually add ASP server Roles to Windows Server 2012 in the Appendix. copyright ab Sida 1 (53)

2 2) Necessary at install for creation of Login, and Assembly. Can be temporary and removed after completed installation. copyright ab Sida 2 (53)

3 Preparations to fulfill prerequisites Assuming the Windows Server operating system is in place, there are a few things that need to be prepared before the installation of the BizView Web Application. Install IIS IIS is added in the Windows Server 2008 Server Manager Windows Start / Administrative tools / Server Manager / Roles / Add Role / Wizard to select Web Server (IIS) mark the checkbox After the Web Server IIS role is installed you should be able to browse to the Local host: copyright ab Sida 3 (53)

4 Install.Net Framework The BizView application is dependent on the Microsoft.Net Framework version 4.0 or later. Included in Windows Server are these versions: Windows Server NET Framework 3.0 Windows Server 2008 R2 -.NET Framework Windows Server Net Framework 4.5 If lower than 4.0, this needs to be upgraded to version 4.0 or later. You can download all NET Framework versions from this link: Note: Occasionally the.net Framework will not be correctly registrerred in Windows after this upgrade. You then receive the following error: Managed Pipeline Header. ASP.NET 4.0 has not been registered on the Web server. You need to manually configure your Web server for ASP.NET 4.0 in order for your site to run correctly, Press F1 for more details Please see the Appendix for solution. Note: If host operating system is Windows Server The ASP.NET Server Roles Features needs to be added manually as the are not activated per default. Please see the Appendix for solution. Change Default Application Pool.NET Framework version copyright ab Sida 4 (53)

5 Since the.net version 4.0 is not default in Windows Server 2008, the Default Application Pool in IIS Manager needs to be changed to the.net Framework 4.0 installed in the previous step. Open Internet Information Services (IIS) Manager. Select Application pools / Default Application Pool / Advanced settings and choose.net Framework Version 4.0. Also set the Identity property to NetworkService Set Read / Write permissions to IIS_IUSR copyright ab Sida 5 (53)

6 The BizView web application user group IIS_IUSRS (<server name\iis_iusrs) need to have Read / Write permission in the Windows default TEMP folder. To add these rights you follow these steps: 1) Find the Windows default TEMP folder by checking the environment varaible TEMP. (Control Panel->System->Advanced system settings->advanced->enviroment variables) Computer / Properties / Advanced / Path variables, TEMP 2) Use Windows explorer to Add Read / Write to local user (<server name>/iis_iusrs) to the TEMP folder After these steps are completed all prerequisites are in place and the server is ready for installation of the BizView web application. copyright ab Sida 6 (53)

7 New Installation vs Upgrade The installation of BizView consists of two major steps; 1. The installation of the BizView web application under IIS 2. The installation of the BizView databases in SQL Server All instructions following below, applies to a new installation as well as an upgrade of BizView. An Upgrade is started in the same manner as a new install. First the MSI installs/upgrades the BizView web application. Secondly the database install/upgrade is triggered. Details about these steps are found later in this document. Performing an Upgrade will replace the application files in the target directories, thus upgrading the BizView version to the files embedded in the MSI. The database upgrade consists of synchronization between the target database and the database snapshot embedded in the MSI package. Thanks to this an upgrade can always be performed regardless of the target database version. copyright ab Sida 7 (53)

8 Start the installation IMPORTANT! If you are doing an upgrade of an existing installation of BizView you should always before the upgrade/installation is started take a security backup of the database(s) as well as the web application! - bizview_<name> - bizview_<name>_ds - C:\inetpub\wwwroot\bizview NCG Group AB is in no way responsible for any data loss or any other direct or indirect damaged caused by an upgrade. It is recommended that you first upgrade a test environment of the BizView installation and the related databases that is a copy of the production environment, and that you before upgrading to production environment validate the functionality of the system and the solution in the test environment. The BizView installation is done by running a MSI package delivered by NCG Group. This package can be obtained from your partner, alternatively by contacting us at support@ncg-group.com. Download the file to the application server. To start the installation you double-click the file BizView.MSI. The installation begins. Setup dialogues The first dialogue asks you to select the destination folder and application name for the installation. Default folder is C:\Inetpub\wwwroot\ and recommended name is BizView. copyright ab Sida 8 (53)

9 Tagetdir: Appname: You have the option to select other Target directory. You can enter a custom name for the application. This name will be the install folder name as well as the IIS site name. If you are doing an update of an existing installation you should enter the same name as used for the original installation (i.e. the folder name of the BizView application under wwwroot) Click Next, the installation continues. Before the installation begins you get a chance to go back end edit your settings: copyright ab Sida 9 (53)

10 Click Install, the installation begins. The installation progress is shown in the next dialogue: copyright ab Sida 10 (53)

11 When the BizView Application installation is done, the MSI installer will ask you if you would like to continue with the database installation/upgrade. See the chapter Database Installation / Upgrade below. Information During the installation above three folders has been created on the application server; The web application folder under wwwroot containing the BizView web application. C:\Program Files\NCG Group\BizView\ containing tools, files and the different BizView services available C:\bizview containing temporary files created by BizView during different operations copyright ab Sida 11 (53)

12 If you choose No, the DBWizard can always be started manually from the installation folder (C:\Program files\ncg Group\BizView\DBWizard\Application\). If you select Yes the databse installtion wizard is opened. See next section of this installation description. copyright ab Sida 12 (53)

13 Database Installation / Upgrade In the previous steps you have completed the installation of the BizView Web Application. For the application to run you also need to install the BizView application database and normally also the BizView Datastore database : - bizview_<name> - bizview_<name>_ds The following section describes the necessary steps for doing this. Note! The instructions below are for both a new installation as well as for upgrading an existing database. Be sure to follow the correct instructions when reading this guide! Launching DBWizard The database installation program DBWizard.exe might have been launched from the previous steps in the installation wizard, by answering Yes to the question if you would like to continue with the database setup.if not, the DBWizard can also be started manually from the installation folder on the application server. (C:\Program Files\NCG Group\BizView\DBWizard\Application\DBWizard.exe) Manually open the web application configuration file The BizView application database settings are stored in the Config.xml file located in the ConfigFiles folder in the BizView web application folder on the application server. There is one individual Config.xml for each of the BizView web sites. Edit this file by opening it in DBWizard. copyright ab Sida 13 (53)

14 Press the Find Config.xml via IIS button Or, press the Browse for Config.xml file Browse and find the Config.xml file, default location is C:\inetpub\wwwroot\bizview\configfiles\. IIS web application uses information this xml-file for connecting to the BizView application database. Select your Config.xml file Press Open Now you are ready to configure the BizView application. Notice the Active configuration file information down below has been changed. copyright ab Sida 14 (53)

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16 Create a new BizView application database The only thing that needs to be configured in the application environment before the application is ready to be used, is the system database. Assuming you ve opened the config.xml file either manually or automatically follow these steps: Click on the button labeled Add new database to Config.xml. copyright ab Sida 16 (53)

17 The new connection dialogue gives you two options; create a new database or add an already exisiting one to the configuration. Choose the option Create new database and press Select. Note: Selecting Connect to existing database allows you to add an already existing BizView application database to the selected Config.xml. Press Select to continue copyright ab Sida 17 (53)

18 Next dialogue requires you to enter your SQL information including which user to use for creation of the database (SQL login or windows account) Server name Choose network database server you want to upgrade to. Alternatively type the Hostname or the server IP-address. Choose between Windows NT Authentication or SQL Server Authentication. (depends on how the database server is configured). If SQL Server Authentication is chosen, supply a valid login with sysadmin rights. Login User name to log on with. Password User password Information BizView is using so called assemblies stored and executed inside the SQL Server database. To enable these assemblies the user creating the database must have sysadmin rights, i.e. be a member of the sysadmin fixed server role in the relevant SQL Server instance. Click Next, the database installation continues. copyright ab Sida 18 (53)

19 The next dialogue asks you to submit information about the database and how the BizView application server will login and access the data in the database: Database settings Database name Enter a descriptive name for the database. The prefix bizview_ will always be part of the database name and will be input automatically. You need to enter the unique <name>, e.g. bizview_demodev Collation Choose what database collation you want to use. By default this is set to server default. BizView Application Login Authentication Specify which type of SQL authentication the BizView application server should be using when connecting to the BizView application database. o SQL Server Authentication: User/Password Enter a SQL Login and password the BizView application should be using when connecting to the application database. DBWizard will add the following properties - The login will created if it does not exist - Add Server Roles bulkadmin and dbcreator to the account - Add User Mapping db_owner to the BizView_<name> database o Windows Authentication: Select this option if you wish to use Windows Authentication between the BizView application and the BizView database. If you select Windows Authentication, no copyright ab Sida 19 (53)

20 account will be created, nor will it be added as db_owner in the BizView database. This has to done manually! NOTE! To enable Windows Authentication between the BizView application and database, follow these steps: - Find what server account is running the Application Pools that the BizView application is using (typically DefaultAppPool) - Add this account to the SQL Server Logins (If the SQL Server and IIS server are different machines, this script must be used to add the Account) CREATE LOGIN [domain\machine_name$] FROM WINDOWS - Add Server Roles bulkadmin and dbcreator to the account - Add User Mapping db_owner to the BizView_<name> database For example, in the example below the DefaultAppPool is run by NetworkService account. This account also needs to be added as the db_owner of the bizview database: Snapshot file Select which version Snapshot file to install. Name of the file corresponds to the version. copyright ab Sida 20 (53)

21 Click Next to continue with database installation The next dialogue displays summary information about the options submitted: Verify your BizView database configurations one last time. Click Start to continue copyright ab Sida 21 (53)

22 If everything goes as planned you get the Success message. Click OK copyright ab Sida 22 (53)

23 A summary dialogue is displayed: Press Next to continue. Information After this step the database physical structure (i.e. the tables, stored procedures etc) has been created. The next step is to populate the database with pre-loaded data that must exist in different tables for the system to function properly. copyright ab Sida 23 (53)

24 The Bizview application is dependent on initially preloaded data. To install / upgrade this data, follow the steps below (the script for installing the pre-load application data can be run over and over again, so you have the option to run this later) Select data script to run (named bizview_<version>_data.sql ) Press Run to load preloaded data into the database copyright ab Sida 24 (53)

25 The next dialogue gives you a summary of updated rows. Press Close copyright ab Sida 25 (53)

26 The new BizView database should be up and running and are listed in the Config.xml file information as below. The new connection setting are now listed in the DBWizard tool. Press the arrow to the left to verify additional information such as authentication method, username and password. Each connection settings contains settings such as: Server A valid IP/Hostname Username/Password Application database credentials Database Database name Notice the red light to the right. This indicates that the configuration files has not yet been saved. Now do the following steps to finish up the installation: Enter an appropiate alias for your database. This alias will be used in the BizView URL to indicate which database the user try to access in a multi-database scenario (see separate section under Optional Features) Check the default checkbox if database are default or not Press the Save button in order to save The light should now have turned green to indicate that the config file has been saved. Congratulations, you have now successfully created a new BizView database and configured your Config.xml file! copyright ab Sida 26 (53)

27 Create a new BizView datastore The BizView Datastore is a separate database designed for storing actual data retrived from different other systems and databases and beeing the base for BizView reporting. Assuming you ve opened the Config.xml from the BizView Database tab, follow these steps: Select the BizView Datastore tab Press the icon Create new datastore copyright ab Sida 27 (53)

28 Next dialogue requires you to enter your SQL information: Server name Choose network database server you want to upgrade to. Alternatively type the Hostname or the server IP-address. Choose between Windows NT Authentication or SQL Server Authentication. (depends on how the database server is configured). If SQL Server Authentication is chosen, supply a valid login with sysadmin rights. Login User name to log on with. Password User password Information BizView is using so called assemblies stored and executed inside the SQL Server database. To enable these assemblies the user creating the database must have sysadmin rights, i.e. be a member of the sysadmin fixed server role in the relevant SQL Server instance. Click Next, the BizView Datastore installation continues. copyright ab Sida 28 (53)

29 The next dialogue asks you to submit information about the database: Database settings Database name Enter a descriptive name for the database. The prefix bizview_ and the suffix _ds should always be part of the database name and will be input automatically. You need to enter the unique <name>, e.g. bizview_demodev_ds Collation Choose what database collation you want to use. By default this is set to server default. BizView Application Login Authentication Specify which type of SQL authentication the BizView application server should be using when connecting to the BizView application database. o SQL Server Authentication: User/Password Enter a SQL Login and password the BizView application should be using when connecting to the application database. DBWizard will add the following properties - The login will created if it does not exist - Add Server Roles bulkadmin and dbcreator to the account - Add User Mapping db_owner to the BizView_<name>_ds database o Windows Authentication: Select this option if you wish to use Windows Authentication between the BizView application and the BizView database. If you select Windows Authentication, no account will be created, nor will it be added as db_owner in the BizView database. copyright ab Sida 29 (53)

30 This has to done manually! NOTE! To enable Windows Authentication between the BizView application and database, follow these steps: - Find what server account is running the Application Pools that the BizView application is using (typically DefaultAppPool) - Add this account to the SQL Server Logins (If the SQL Server and IIS server are different machines, this script must be used to add the Account) CREATE LOGIN [domain\machine_name$] FROM WINDOWS - Add Server Roles bulkadmin and dbcreator to the account - Add User Mapping db_owner to the BizView_<name>_ds database For example, in the example below the DefaultAppPool is run by NetworkService account. This account also needs to be added as the db_owner of the bizview database: Snapshot file Select which version Snapshot file to install. Name of the file corresponds to the version. copyright ab Sida 30 (53)

31 Click Next to continue with database installation The next dialogue displays summary information about the options submitted: Verify your BizView datastore configurations one last time. Press Start to begin the datastore installation copyright ab Sida 31 (53)

32 If everything goes as planned you should get the Success message. Click OK. Click OK copyright ab Sida 32 (53)

33 A summary dialogue is displayed: Press Next to continue copyright ab Sida 33 (53)

34 The BizView datastore is dependent on initially preloaded data. To install / upgrade this data, follow the steps below (the script for installing the pre-load application data can be run over and over again, so you have the option to run this later) Select data script to run (named bizview_ds_<version>_data.sql ) Press Run to load preloaded data into the datastore copyright ab Sida 34 (53)

35 The next dialogue gives you a summary of updated rows. Press Close Press Finish Congratulations, you have now successfully created a new BizView datastore! Configure bound datastore To enable the use of the BizView DataStore you need to manually configure this inside the BizView application and in the Datastore database. These steps will not be explained in detail here, but below are the things needed 1. Configure the connection between BizView database and the DataStore. This is done in the System admin / Data Service / Datastore Config section of BizView. 2. Edit setting 100 in the BizView database table app.settings 3. Configure the DataStore dimensions. This is done in the Client Setup / Objects section of BizView 4. Create a Job that updates data from the BizView databaset o BizView DataStore. The standard procedure p_update_datastore should be used. copyright ab Sida 35 (53)

36 Upgrade an existing BizView application database The BizView databases specified in the opened Config.xml are shown in the dialogue. Here you have the possibility to upgrade each specific database according to your needs. Click on the Upgrade button next to the database you wish to upgrade. copyright ab Sida 36 (53)

37 Next dialogue requires you to enter your SQL information: The upgrade operation is quite simular to how you create a new database. Server name Choose network database server you want to upgrade to. Alternatively type the Hostname or the server IP-address. Choose between Windows NT Authentication or SQL Server Authentication. (depends on how the database server is configured). If SQL Server Authentication is chosen, supply a valid login with sysadmin rights. Login User name to log on with. Password User passwordinformation BizView is using so called assemblies stored and executed inside the SQL Server database. To enable these assemblies the user creating the database must have sysadmin rights, i.e. be a member of the sysadmin fixed server role in the relevant SQL Server instance. Click Next, the database upgrade continues. copyright ab Sida 37 (53)

38 In the next dialogue you must choose which database to upgrade and what snapshot version to use, i.e to what version should the database to be upgraded. Database Application database to be upgraded. The database selected in previous dialogue is pre-selected. Snapshot Application database snapshot version NOTE! Because there are tables, columns and other objects in the target database that needs to be configured before the upgrade can take place, you need to manually run the bizview_<version>_p_pre_upgrade.sql script. This script resides in folder %PROGRAMFILES%/NCG Group/BizView/Scripts. 1. Open the script in SQL Management Studio, 2. Run the script on selected bizview database (ALTER procedure..) 3. Go to the bottom of the script and run the execute statement. Check the I have manually run the p_pre_upgrade checkbox when completed Press Next when you have made your selection copyright ab Sida 38 (53)

39 In the next dialogue you will have several options: Update data: Update database with base data, using the preloaded data script. This option is only for circumstances when you wish to reload the application base data alone. The database must be up to date already! This step will also appear after Upgrade DB which is the natural process. Upgrade DB: Update Database structure (table, view, procedures etc ) Press Upgrade DB to continue with the BizView application database Upgrade The DB Wizard now starts a comparison between the target database and the snapshot selected. Nothing is actually upgraded yet. copyright ab Sida 39 (53)

40 Press Next The next dialogue displays summary information about the options submitted: copyright ab Sida 40 (53)

41 Verify that the selected settings are correct. Optional: Enable the backup checkbox if you want a database backup to be created before proceeding Click Report to see a summary of the objects to be updated. Press Start to begin the upgrade copyright ab Sida 41 (53)

42 A summary dialogue is displayed: Press Next to continue copyright ab Sida 42 (53)

43 The BizView application is dependent on initially preloaded data. The next dialog asks you to update the application database base-data. To install / upgrade this data, follow the steps below (the script for installing the pre-load application data can be run over and over again, so you have the option to run this later) Select data script to run (named bizview_<version>_data.sql ) Press Run to load preloaded data into the database copyright ab Sida 43 (53)

44 The next dialogue gives you a summary of updated rows. Press Close Congratulations, you have now successfully upgraded a BizView database! copyright ab Sida 44 (53)

45 Upgrade an existing BizView datastore The BizView database bound datastores are shown in the dialogue. Here you have the possibility to upgrade each specific datastore according to your needs. Assuming you ve opened the Config.xml file either manually or automatically follow these steps: Select the BizView Datastore tab DBWizard automatically lists bound datastores. In this case we have a bound BizView database called bizview_demodev, and one bound datastore called bizview_demodev_ds. Click on the Upgrade button next to the Datastore you wish to upgrade. copyright ab Sida 45 (53)

46 Next dialogue requires you to enter your SQL information: Server name Choose network database server you want to upgrade to. Alternatively type the Hostname or the server IP-address. Choose between Windows NT Authentication or SQL Server Authentication. (depends on how the database server is configured). If SQL Server Authentication is chosen, supply a valid login with sysadmin rights. Login User name to log on with. Password User password Information BizView is using so called assemblies stored and executed inside the SQL Server database. To enable these assemblies the user creating the database must have sysadmin rights, i.e. be a member of the sysadmin fixed server role in the relevant SQL Server instance. Click Next, the Datastore upgrade continues. copyright ab Sida 46 (53)

47 In the next dialogue you must choose which datastore to upgrade and what snapshot version to use, i.e to what version should the datastore to be upgraded. Database the BizView Datastore to be upgraded. The Datastore selected from previous dialogue is pre-selected. Snapshot BizView datastore snapshot version Press Next when you have made your selection copyright ab Sida 47 (53)

48 In the next dialogue you will have several options: Update data: Update datastore with base data, using the preloaded data script. This option is only for circumstances when you wish to reload the application base data alone. The datastore must be up to date already! This step will also appear after Upgrade DB which is the natural process. Upgrade DS: Update Datastore structure (table, view, procedures etc ) Press Upgrade DS to continue with the Bizview datastore Upgrade copyright ab Sida 48 (53)

49 The next dialogue displays summary information about the options submitted: Verify that the selected settings are correct. Optional: Enable the backup checkbox if you want a datastore backup to be created before proceeding Click Report to see a summary of the objects to be updated. Press Start to begin the upgrade copyright ab Sida 49 (53)

50 A summary dialogue is displayed: Press Next to continue copyright ab Sida 50 (53)

51 The BizView datastore is dependent on initially preloaded data. To install / upgrade this data, follow the steps below (the script for installing the pre-load application data can be run over and over again, so you have the option to run this later) Select data script to run (named bizview_ds_<version>_data.sql ) Press Run to load preloaded data into the datastore copyright ab Sida 51 (53)

52 The next dialogue gives you a summary of updated rows. Press Close Congratulations, you have now successfully upgraded a BizView datastore! copyright ab Sida 52 (53)

53 BizView installed The BizView web application is installed. Browse to Congratulations! BizView license Before you can login you need a valid license! If you do not have a license please contact support@ncg-group.com copyright ab Sida 53 (53)