Budget Developer Install Manual 2.5

Transcription

1 Budget Developer Install Manual 2.5 ARGUS Budget Developer Install Version 2.5 2/13/2013 ARGUS Software An Altus Group Company

2 Application Server Installation for ARGUS Enterprise Version 9.1 2/13/2013 Published by: ARGUS Software, Inc Post Oak Boulevard Suite 900 Houston, Texas Telephone (713) Facsimile (713) Information in these release notes is subject to change without notice and represents no commitment on the part of ARGUS Software. These release notes are copyright 2013, ARGUS Software. All rights reserved. These release notes are a confidential and proprietary trade secret of ARGUS Software, Ltd. and its licensors, made available only under a license containing obligations of confidentiality. 2 ARGUS Software An Altus Group Company

3 "ARGUS Software" is a trademark of ARGUS Software, Inc. All other trademarks and registered trademarks are property of their respective companies. ARGUS Software An Altus Group Company 3

4 ARGUS Enterprise 9.1 Introduction...5 Purpose...5 Before you Begin...5 Getting Additional Assistance...6 Overview of ARGUS Application Server...7 Windows Business Services...7 Database Server Components...7 System Requirements...7 Installed Components...7 Installation of Business Services...8 Single-Server Installation...8 Multiple-Server Installation...14 Using the Configuration Utility...21 Installing ARGUS Data Warehouse (ADW)...21 SQL Server Reporting Services (SSRS) for Repertoire Reporting...27 Reports Deployment Wizard...28 Application Services...31 Process Services...33 Data Services...35 Manual Configuration of Windows Services...37 Possible Warning Messages on the Configuration Utility...41 Adding a License ARGUS Software An Altus Group Company

5 Introduction Purpose This document is intended to facilitate the deployment of ARGUS Enterprise by providing the following: An overview of the component Windows services used by ARGUS Enterprise Application Server Step-by-step instructions for installing each of these components, regardless of deployment scale Directions for configuring each of the Windows services Before you Begin Before starting to install ARGUS Enterprise, please take a moment to make sure that you have fulfilled the following prerequisites. Desktop Requirements 1. Confirm that your system meets the requirements outlined in the Small Enterprise Planning for Scale guide. 2. You may need to have administrator rights to proceed with the installation. Application Server Requirements 1. Confirm that your server meets the requirements outlined in the Medium Enterprise Planning for Scale guide or Large Enterprise Planning for Scale guide as appropriate. 2. Make sure you have fully downloaded the ARGUS Enterprise installation program. 3. Confirm that the Net_TCP Port Sharing Service has been enabled. 4. Create a service account to run the three core ARGUS Enterprise services: a. The service account will need to be placed in the Local Admin or IIS_IUSRS group. b. This service account will also need to be setup on the SQL server so that it can be a DBO in the ARGUS Enterprise database. c. This account will also be used to run the ARGUS Enterprise SSRS component and additional permissions may need to be applied. (See the section on SQL Server Reporting Services for Repertoire Reporting.) NOTE: If your enterprise will be exporting and importing models to and from ARGUS DCF, additional security might need to be granted to the APLW com object in the DCOM Config section of Component Services. If the service account used as the login for the Application and Process services is not a local administrator on the server, then that account needs to be granted Launch and Activation Permissions and Access Permissions. SQL Server Requirements ARGUS Software An Altus Group Company 5

6 1. Confirm that your server meets the requirements outlined in the Medium Enterprise Planning for Scale guide or Large Enterprise Planning for Scale guide as appropriate. 2. SQL2008r2 should be installed and functional. 3. SSRS2008r2 should be installed and functional. 4. The service account created for the application server needs to be added to the SQL security so that it can be made a DBO in the ARGUS Enterprise database. Getting Additional Assistance The ARGUS Support Team is available for questions throughout the day. If you are struggling to follow these instructions, please contact Technical Support: Online Visit our support page at By telephone US/Canada: MYARGUS ( ) Europe: +44 (0) Asia Pacific/Singapore: Japan: Australia: North China: South China: Please have your serial number ready when you call. International Clients may call for Support. Hours of Operation Americas: 7:30am to 6:30pm GMT-6 Monday to Friday, excluding USA public holidays Europe: 9:00am to 5:30pm GMT Monday to Friday, excluding UK public holidays Asia/Pacific: 7:00am to 7:00pm GMT+8 Monday to Friday, excluding Singapore public holidays 6 ARGUS Software An Altus Group Company

7 Overview of ARGUS Application Server Windows Business Services The ARGUS Application Server or Server Farm consists principally of the three Windows services described below. A Windows service is a long-running executable that performs specific functions and does not require user intervention. Windows services can be configured to start when the operating system is booted and to run in the background as long as Windows is running. Application Services Application Services represent the principal business logic layer for the ARGUS Enterprise Solution. Requests from the client application are handled by Application Services. Process Service The ARGUS Enterprise Process Services operate as the bulk data management and manipulation component of the application. Process Services manage communication between the business logic layer and the database. Data Service (Optional) The Data Service provides specialized data integration facilities. It is an optional part of ARGUS Enterprise 9.1 and should only be installed and configured if data integration is required. Database Server Components The ARGUS Database Server comprises two components: the ARGUS Data Warehouse (ADW) and the SQL Server Reporting Service (SSRS) for Repertoire Reporting. These components store all data for the entire ARGUS Enterprise Application Suite and provide report generation services via a separate, secure server. The ARGUS Database Server may follow two paths for installation: Standalone or Cluster. The appropriate path for your installation will vary based on your organization s needs and the scale of your deployment. See the three documents for Large, Medium, and Small Enterprise Planning for Scale for more information on how to select the most appropriate installation path for your deployment of ARGUS Enterprise. System Requirements Before installing the ARGUS Enterprise core business services, the installation of the ARGUS Enterprise Database Server should be completed and verified. Please refer to the ARGUS Enterprise Server System Requirements to determine the hardware and software requirements that match the scale of your deployment. Installed Components Upon successful completion of the tasks described in this document, the following components will be installed: ARGUS Data Warehouse (ADW) SQL Server Reporting Services (SSRS) for Repertoire Reporting ARGUS Software An Altus Group Company 7

8 Application Service Process Services (Optional) Data Service Installation of Business Services Single-Server Installation ARGUS Enterprise core and optional business services are installed by a standard SETUP.EXE executable program. All services can be installed on a single server (i.e., Single-Server Installation). Alternatively, each service can be individually installed on different servers (i.e., Multiple-Server Installation, see below). The Single-Server installation process will: Install the business service software Create Windows Services Create uninstall information To install all the ARGUS Enterprise business services on a single server use the following steps: 1. To begin the installation process, run Setup.exe. 8 ARGUS Software An Altus Group Company

9 2. Click the Accept & Install button to accept the Microsoft.NET Framework license terms. 3. The system displays which components need to be installed and which ones (if any) are already installed. Click Next to continue. ARGUS Software An Altus Group Company 9

10 4. Click Next to launch the Setup Wizard. 5. Read and accept the End-User License Agreement then click Next to continue the Setup. 10 ARGUS Software An Altus Group Company

11 6. Select which type of ARGUS Enterprise Installation will be performed. Upon clicking that icon, the setup will automatically continue. For a single server installation, select Server Installation to automatically install all three services (application services, process services, and data integration services). ARGUS Software An Altus Group Company 11

12 7. To change the default installation folder, enter the name of the new folder, or click Change to browse for another folder. Click Next to proceed. 8. Click Install to install the software or click Back to review or change settings. 12 ARGUS Software An Altus Group Company

13 9. If prompted by Windows UAC, click Yes to allow the program to make changes to this computer. 10. When the installer has completed the installation, click Finish to close the installer. The ARGUS Enterprise Configuration utility will run automatically to configure Services and the ARGUS Data Warehouse database. For details on database configuration, see the section below on Installing ARGUS Data Warehouse. ARGUS Software An Altus Group Company 13

14 Multiple-Server Installation ARGUS Enterprise core and optional business services are installed using WIX based installation. Each service can be individually installed on different servers. The Process Service can be installed on multiple servers. The installation process will: Install the selected business service software Create Windows Service(s) Create uninstall information To install all the ARGUS Enterprise business service(s) on a server use the following steps: 1. To begin the installation process, run Setup.exe. Click Run. 2. If the system has Microsoft.NET Framework installed, the screen below will NOT display. If the system does NOT have the Microsoft.NET Framework installed, this screen will be displayed. Click the Accept & Install button. 14 ARGUS Software An Altus Group Company

15 3. The system displays which components need to be installed and which ones (if any) are already installed. Click Next to continue. 4. Click Next to launch the Setup Wizard. ARGUS Software An Altus Group Company 15

16 5. Read and accept the End-User License Agreement, then click Next to continue the setup. 6. Select Custom Installation to install the server components. Upon clicking that icon, the setup will automatically continue to the next step. 16 ARGUS Software An Altus Group Company

17 7. The Custom Setup screen will appear. This screen will allow you to choose the software components and location for installation. 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, such as the ARGUS Enterprise Client, de-select the component. For a multiple server installations, select only the ARGUS Enterprise server you wish to install (i.e., the application service, the process service, the data integration service). 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. 8. Click Install to begin the installation of the software, or click Back to review or change your settings. The installation automatically begins. ARGUS Software An Altus Group Company 17

18 9. If prompted by Windows UAC, click Yes to allow the program to make changes to this computer. 10. The system displays a status of which component is being installed along with a status bar to indicate progress. 11. Once the installation is complete, the system displays the following screen. Click Finish. 18 ARGUS Software An Altus Group Company

19 12. If upgrading from an earlier release of ARGUS Enterprise, the system displays the database selection screen. Select the database server with your prior version ADW database. Click OK. This screen will not appear if you are installing to a server that has never had any version of ARGUS Enterprise. ARGUS Software An Altus Group Company 19

20 12. The system will display the ARGUS Enterprise 9.1 Configuration screen. For each machine on which you have installed a service, set the connection strings for any installed service by clicking the Update or Change Database button. For example, if the services are installed on only one machine, you will need to select the Update or Change Database button once. If the services are installed on three machines, you will need to select the Update or Change Database button three different times once for each machine. If this is the first service you are configuring, the Update or Change Database button will install or upgrade your existing prior version database. Refer to the section on Installing ARGUS Data Warehouse. 20 ARGUS Software An Altus Group Company

21 Using the Configuration Utility Installing ARGUS Data Warehouse (ADW) ARGUS Enterprise utilizes Microsoft SQL Server for the centralized data warehouse. ARGUS Data Warehouse (ADW) stores all data for the ARGUS Enterprise Application Suite whether it be property data, configuration information, or security input. Installation of ADW should be conducted by the user who will fulfill the role of Database Owner (dbo). Before starting the installation process, verify that you have fulfilled all of the perquisites listed in the Introduction of this document. Installation Notes The ADW Database Installer will: Create the database with the name required by the user Set up all generic database information and seed the database with one sample portfolio Before beginning the installation, ensure MS SQL Server 2008 R2 has been installed. If the database server is shared with other applications, database backups should be performed prior to installing. On a Failover Cluster, installation will be performed on the Active node. The ARGUS Data Warehouse is installed by the ARGUS Enterprise 9.1 Configuration Utility. The configuration utility provides a database installation wizard to take you through the steps required to install the database. The database can be either installed directly by the wizard or the wizard can generate a SQL script. This script can then be run on the SQL Server, using the appropriate SQL Server management tools, to create the ADW database. The configuration utility is not required to be run on the server running MS SQL Server. Starting Installation The ARGUS Enterprise Configuration Utility runs automatically after completing the server installation process on the application server. The utility can also be accessed on that server from the ARGUS Software\ARGUS Enterprise 9.1 folder in the Start > All Programs menu or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. ARGUS Software An Altus Group Company 21

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23 1. Click Update or Change Database to start the Database Wizard. The SQL Server Instance options can be updated or changed as often as necessary by accessing the Database Wizard. 2. Enter your server name and your database name and click Next. Otherwise, search for it in the dropdown list. Server: The name of the SQL Server on which the ADW database is to be installed. If installed on a cluster this will be the shared Instance Name. Authentication: The user credentials required to connect to the SQL Server. If SQL Server authentication is selected, then the appropriate User ID and Password must also be entered. Database: The name of the ADW Database to be installed on the SQL Server. ARGUS Software An Altus Group Company 23

24 3. If installing a new database, the wizard displays the database version. Click Next. 4. If upgrading from an existing database, the wizard displays both the existing and the upgraded database versions. Click Next. 24 ARGUS Software An Altus Group Company

25 5. If there are many environments to be set up and you want to ensure that they are all set up with the same scripts, select Save the scripts so that I can run them later. Otherwise, select Run the database scripts now, and click Next to continue running the scripts. Run the database scripts now: If this option is selected, the wizard will connect to the MS SQL Server using the user credentials supplied earlier and create the database immediately. Save the scripts so that I can run them later: If this option is selected you can save the scripts to a file and run them later using SQL Server management tools. You will be prompted to enter a file name after clicking Next. 6. The wizard displays a status bar to indicate the progress of the scripts running against the server. The Next and Cancel buttons are disabled until the process is complete. Once the process is complete, click Next. ARGUS Software An Altus Group Company 25

26 7. The wizard confirms the creation of the new database. Click Finish to close the installer and return to the configuration utility. The ARGUS Enterprise Configuration utility will run automatically to configure Services and the ARGUS Data Warehouse database. For details on database configuration, see the section below on Installing ARGUS Data Warehouse. 26 ARGUS Software An Altus Group Company

27 SQL Server Reporting Services (SSRS) for Repertoire Reporting SQL Server Setup ARGUS Enterprise utilizes Microsoft SQL Server Reporting Services (SSRS) for the generation of reports within the ARGUS Enterprise Client. The presentation of these SSRS reports in the ARGUS Enterprise solution is referred to as Repertoire Reporting. The ARGUS Enterprise Client installs SSRS reports locally on the client by default. The AE 9.1 Client report viewer can run the local SSRS reports or run SSRS reports installed on a server. It is assumed that SSRS 2008 R2 installation has been completed and verified. For more information on the installation and configuration refer to the section on Installing ARGUS Data Warehouse.. To best support Repertoire Reporting, SSRS security should be configured in the following manner: Utilize the AE Service Account for accessing SSRS Report content via the Connection String. Define an AD group containing all users that will be accessing the content defined in SSRS as a BROWSER role. See Advanced Topics for information regarding access provisioning for out-of-network users. Prerequisites Before beginning the installation, ensure MS SQL Server 2008 R2 has been installed. If the database server is shared with other applications, database backups should be performed prior to installing. If SSRS is installed on the same cluster as ADW, the SSRS Reports for Repertoire Reporting installation must be run on each node of the cluster even though SSRS is not cluster-aware. If SSRS is running on a remote-hosted instance of SQL Server (different from the instance where ADW is installed) the SSRS Reports for Repertoire Reporting should be installed on the server hosting SSRS. Starting Installation The ARGUS Enterprise Configuration Utility runs automatically after the installation process. The utility can also be accessed from the ARGUS Software\ARGUS Enterprise 9.1 folder in the Start > All Programs menu or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. ARGUS Software An Altus Group Company 27

28 1. Click Deploy Reports to start the Reports Deployment Wizard. Reports Deployment Wizard 2. Click Next to proceed. 28 ARGUS Software An Altus Group Company

29 3. Choose the deployment type: Select Deploy to SSRS to deploy the reports to your SSRS Server. Select Deploy to Folder to copy the report files to a folder in the file system. 4. Enter the Report Server URL and Base Folder as well as the credentials required to connect to the report server. Click Next to proceed. ARGUS Software An Altus Group Company 29

30 5. Click Next to proceed. 6. Click Finish to close the wizard. 30 ARGUS Software An Altus Group Company

31 Application Services The ARGUS Enterprise Application Server is the principal business logic layer for handling requests from the Enterprise Client. You may need to manually configure your services if the account you are using to run them has never been used for services before. If you have difficulty getting the services to start, consult the section on Manual Configuration of Windows Services. The Configuration Utility does not have to be run immediately after installation, however, the system will need to be configured prior to using ARGUS Enterprise. 1. Select ARGUS Enterprise 9.1 Configuration from the ARGUS Software\ARGUS Enterprise 9.1 folder in the Start > All Programs menu or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer to display the ARGUS Enterprise 9.1 Configuration screen. ARGUS Software An Altus Group Company 31

32 2. Click Application Service from the left side page selector. 3. The Windows Account used by the Application Service and the Server Endpoint defaults to NT_AUTHORITY\LOCAL SERVICE. Click to change the Service Account or the Server Endpoint. The windows account used by the application services must be a DBO in the ARGUS Enterprise Database. 4. Click to start the Application Service. The Service Status will change to Running. 32 ARGUS Software An Altus Group Company

33 Process Services The ARGUS Enterprise Process Services operate as the bulk data management and manipulation component between the core business services and the database. You may need to manually configure your services if the account you are using to run them has never been used for services before. If you have difficulty getting the services to start, consult the section on Manual Configuration of Windows Services. The Process Services may be installed in one of three ways: Installed on the same server as the other AE services Installed on a single dedicated server Installed on multiple dedicated servers The configuration steps are the same for each method. If the Process Services have been installed on multiple servers, configuration will need to be run on each server. 1. Select ARGUS Enterprise 9.1 Configuration from the ARGUS Software\ARGUS Enterprise 9.1 folder in the Start > All Programs menu or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. ARGUS Software An Altus Group Company 33

34 2. Click Process Service from the left side page selector. 3. The Windows Account used by the Process Service defaults to NT_AUTHORITY\LOCAL SERVICE. Click to change the Service Account. The windows account used by the application services must be a DBO in the ARGUS Enterprise Database. 4. Click to start the Process Service. The Service Status will change to Running. 5. Update Simultaneous Tasks on the server dedicated to the Process Service to the number of server processor cores multiplied by 1.5. The Performance Settings for Busy Wait Time and Empty Queue Wait Time should only be adjusted on the advice of the ARGUS Support Team. 34 ARGUS Software An Altus Group Company

35 Data Services The Data Service provides specialized data integration facilities. It is an optional part of ARGUS Enterprise 9.1 and should only be installed and configured if data integration is required. You may need to manually configure your services if the account you are using to run them has never been used for services before. If you have difficulty getting the services to start, consult the section on Manual Configuration of Windows Services. 1. Select ARGUS Enterprise 9.1 Configuration from the ARGUS Software\ARGUS Enterprise 9.1 folder in the Start > All Programs menu or run the application file ARGUS.ConfigurationUtility.UI.exe in the database folder from Windows Explorer. ARGUS Software An Altus Group Company 35

36 2. Click Data Service from the left side page selector. 3. The Windows Account used by the Data Service and the Server Endpoint defaults to NT_AUTHORITY\LOCAL SERVICE. Click to change the Service Account or Server Endpoint. The windows account used by the application services must be a DBO in the ARGUS Enterprise Database. 4. Click to start the Data Service. The Service Status will change to Running. 36 ARGUS Software An Altus Group Company

37 Manual Configuration of Windows Services Basic configuration options for the Windows services, including starting the services, are provided by the ARGUS Enterprise 9.1 Configuration Utility. Advanced options are available from the Windows Service console. To access the Windows Service console click Start > All Programs > Administrative Tools > Services. Rightclick the server name (e.g., AE 9.1 Application Service) and select Properties. ARGUS Software An Altus Group Company 37

38 Service Properties Startup Type (Recommended) In the Service Properties dialog box, the Startup type is set to Automatic by default. This is the recommended setting and will ensure the AE Services come back online whenever the machine is rebooted. 38 ARGUS Software An Altus Group Company

39 Log On A domain account with privileges to both the local application server and the ARGUS Enterprise Database Server is required to run the AE Core Services. Click the Log On tab to access the account information. The Log on as option for This account can be changed by entering in an account and password for the service account. ARGUS Software An Altus Group Company 39

40 Recovery (Recommended) To change the recovery process for when a service fails, click the Recovery tab. 5. Click Apply when all Service Properties are configured. 6. Navigate back to the General tab and click Start to start the service, if not already started. 7. Click OK to close Service Properties. 8. Repeat these steps for each installed Server: AE 9.1 Process Service AE 9.1 Data Service (if installed) 40 ARGUS Software An Altus Group Company

41 Possible Warning Messages on the Configuration Utility Highlight one red X error message then click the Fix Problem button. Do this for each of the red X error messages until they have all been resolved. Warnings (the yellow triangle) mean the user has not started the service. Click the blue triangle to start the service. ARGUS Software An Altus Group Company 41

42 Adding a License 1. If you installed the application server, you will need to add the license. You can obtain the key from the e- mail that Support sends you. Click the Add New License button at the bottom of the license screen. NOTE: The Check Out License button at the top of the screen is for workstation installations only. 2. Type in the product key, user name, and company name. Click OK. 42 ARGUS Software An Altus Group Company

43 3. If your servers do not have access to the internet, you will have to do a phone check out. Call Support to get the authorization key, type it in, and then click Check Out. ARGUS Software An Altus Group Company 43