Data Center Real User Monitoring

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1 Data Center Real User Monitoring Central Analysis Server Installation Guide Release 12.3

2 Please direct questions about Central Analysis Server or comments on this document to: Customer Support Copyright 2014 Compuware Corporation. All rights reserved. Unpublished rights reserved under the Copyright Laws of the United States. U.S. GOVERNMENT RIGHTS-Use, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in Compuware Corporation license agreement and as provided in DFARS (a) and (a) (1995), DFARS (c)(1)(ii) (OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. Compuware Corporation. This product contains confidential information and trade secrets of Compuware Corporation. Disclosure is prohibited without the prior express written permission of Compuware Corporation. Use of this product is subject to the terms and conditions of the user's License Agreement with Compuware Corporation. Documentation may only be reproduced by Licensee for internal use. The content of this document may not be altered, modified or changed without the express written consent of Compuware Corporation. Compuware Corporation may change the content specified herein at any time, with or without notice. All current Compuware Corporation product documentation can be found at Compuware, FrontLine, Network Monitoring, Enterprise Synthetic, Server Monitoring, Dynatrace Network Analyzer, Dynatrace, VantageView, Dynatrace, Real-User Monitoring First Mile, and Dynatrace Performance Network are trademarks or registered trademarks of Compuware Corporation. Cisco is a trademark or registered trademark of Cisco Systems, Inc. Internet Explorer, Outlook, SQL Server, Windows, Windows Server, and Windows Vista are trademarks or registered trademarks of Microsoft Corporation. Firefox is a trademark or registered trademark of Mozilla Foundation. Red Hat and Red Hat Enterprise Linux are trademarks or registered trademarks of Red Hat, Inc. J2EE, Java, and JRE are trademarks or registered trademarks of Oracle Corporation. VMware is a trademark or registered trademark of VMware, Inc. SAP and SAP R/3 are trademarks or registered trademarks of SAP AG. Adobe Reader is a registered trademark of Adobe Systems Incorporated in the United States and/or other countries. All other company and product names are trademarks or registered trademarks of their respective owners. Local Build: December 8, 2014, 14:52

3 Contents Contents Introduction Who Should Read This Guide Organization of the Guide Related Publications Customer Support Information Component Updates Reporting a Problem Documentation Conventions Chapter 1 Central Analysis Server Overview Supported Browsers and Connectivity Internationalization Support Chapter 2 Planning and Preparation Installation and Upgrade Planning Checklist Compare Release Notes to Goals Obtain Licensing Inventory the Current Deployment Identify Latest Hardware and Software Requirements Estimate the Installation or Upgrade Duration Chapter 3 System Requirements Recommended Platforms for AMDs and Report Servers Recommended Cisco Platforms Recommended Dell Platforms Recommended HP Platforms Report Server General Requirements Recommended Operating System Configuration for Report Servers Microsoft SQL Server Installation Recommendations Central Analysis Server and Network Monitoring Enterprise Manager Installation... Chapter 4 Installing the Report Server Running a CAS Setup Configuring Report Server to Use Private Keys and Certificates

4 Contents Importing CA Certificates Chapter 5 CAS Upgrade Overview Upgrade Workflow Running a CAS Upgrade CAS Smoke Test Migrating 32-bit CAS to 64-bit CAS (Same Platform, Local Database) Migrating 32-bit CAS to 64-bit CAS (Same Platform, Remote Database) Migrating CAS to a New Platform (Local Database) Migrating CAS to a New Platform (Remote Database) Chapter 6 Uninstalling a Report Server Chapter 7 Logging in to the Report Server Chapter 8 CAS Basic Configuration Settings Sites, User Aggregation, and User Tracking Modifying CAS Basic Configuration Settings Enabling User Activity Details and Server Statistics on Demand Configuring Other CAS Settings Chapter 9 Changing Settings Defined During Report Server Installation Migrating User Accounts to CSS Changing Report Server HTTP and SSL Server Settings Changing Report Server Database User Password Changing the RUM Console Connection Information Chapter 10 Licensing Data Center Real User Monitoring Components Appendix A Integrating DC RUM with the Dynatrace Enterprise Portal Dynatrace Enterprise Portal System Requirements Installing the Dynatrace Enterprise Portal on Windows Installing the Dynatrace Enterprise Portal on Solaris Installing the Dynatrace Enterprise Portal on Linux Red Hat Upgrading the Dynatrace Enterprise Portal to Appendix B Report Server Installation and Upgrade Troubleshooting Appendix C Protocols Supported by CAS Appendix D SQL Operations Performed During Report Server Installation or Upgrade Database Creation Creating a Database User Database User Rights Set Memory Size

5 Contents Appendix E Creating CAS Database and Database User with Microsoft SQL Server Management Studio Appendix F Backup and Recovery Procedures Backing Up the Report Server Backing Up MS SQL Server 2005 CAS Databases Backing Up MS SQL Server 2005 ADS Databases Backing Up MS SQL Server 2008 CAS Databases Backing Up MS SQL Server 2008 ADS Databases Backing Up the AMD Configuration Backing Up the RUM Console Database Backing Up CSS Backing Up the Dynatrace Enterprise Portal Disaster Recovery Procedure Restoring an AMD Backup Configuration Restoring CSS Recovering CSS With a Corrupt Database Recovering CSS With an Unavailable Database Restoring Report Server Restoring the RUM Console Database Restoring the RUM Console Restoring the Dynatrace Enterprise Portal Restoring the Portal Due to a Corrupt or Unavailable Database Portal Reinstallation and Restoration Restoring MS SQL Server 2005 Databases Restoring MS SQL Server 2008 Databases Index

6 Contents 6

7 INTRODUCTION Who Should Read This Guide This guide is intended to be used by network engineers and system administrators installing the Central Analysis Server. Organization of the Guide This installation guide is organized as follows: Central Analysis Server Overview [p. 11] Describes the Central Analysis Server release and lists the supported protocols. Planning and Preparation [p. 17] Provides the necessary information for preparing for a new installation or upgrade. System Requirements [p. 21] Describes the minimum hardware and software requirements for Central Analysis Server. Installing the Report Server [p. 31] Describes how to install the Central Analysis Server. CAS Upgrade Overview [p. 41] Describes how to upgrade the Central Analysis Server. Uninstalling a Report Server [p. 55] Describes how to remove the Central Analysis Server. Logging in to the Report Server [p. 57] Describes how to log in to the Central Analysis Server. CAS Basic Configuration Settings [p. 59] Describes how to configure the Central Analysis Server. Changing Settings Defined During Report Server Installation [p. 67] Describes how to update the basic settings that you specified during installation of the Central Analysis Server. Licensing Data Center Real User Monitoring Components [p. 73] Describes the product licensing. 7

8 Introduction Report Server Installation and Upgrade Troubleshooting [p. 85] Describes how to solve installation and upgrade problems. Protocols Supported by CAS [p. 91] Lists protocols supported by CAS. SQL Operations Performed During Report Server Installation or Upgrade [p. 99] Describes the SQL operations that run during the report server installation or upgrade. Creating CAS Database and Database User with Microsoft SQL Server Management Studio [p. 107] Describes how to use Microsoft SQL Server Management Studio to create a CAS database and database user. Related Publications Documentation for your product is distributed on the product media. For Data Center RUM, it is located in the \Documentation directory. It can also be accessed from the Media Browser. Go online ( for fast access to information about your Dynatrace products. You can download documentation and FAQs as well as browse, ask questions and get answers on user forums (requires subscription). The first time you access FrontLine, you are required to register and obtain a password. Registration is free. PDF files can be viewed with Adobe Reader version 7 or later. If you do not have the Reader application installed, you can download the setup file from the Adobe Web site at Customer Support Information Dynatrace Community For product information, go to and click Support. You can review frequently asked questions, access the training resources in the APM University, and post a question or comment to the product forums. You must register and log in to access the Community. Corporate Website To access the corporate website, go to The Dynatrace site provides a variety of product and support information. Component Updates Using the Update Manager tool, you can quickly scan for available updates for all of your installed Data Center RUM components. The update tool can be accessed from the RUM Console by selecting Help Check for Updates. NOTE The Update Manager tool requires that your browser's security settings allow for the execution of Java programs and that the browser is launched from a system with Internet connectivity. 8

9 Introduction The Update Manager tool scans all of the locally installed components as well as the remote components and devices managed by the RUM Console. After the scan, the information displayed includes the name of the component, currently detected version, and current status. If updates are available for any of the components, you can download them directly from our website. A valid account is required to download the updates. Reporting a Problem Use these guidelines when contacting APM Customer Support. When submitting a problem, log on to the Dynatrace Support Portal at click the Open Ticket button and select Data Center Real User Monitoring from the Product list. Refer to the DC RUM FAQ article at to learn know how to provide accurate diagnostics data for your DC RUM components. Most of the required data can be retrieved using RUM Console. Documentation Conventions The following font conventions are used throughout documentation: This font Bold Citation Documentation Conventions [p. 9] Fixed width Fixed width bold Fixed width italic Indicates Terms, commands, and references to names of screen controls and user interface elements. Emphasized text, inline citations, titles of external books or articles. Links to Internet resources and linked references to titles in documentation. Cited contents of text files, inline examples of code, command line inputs or system outputs. Also file and path names. User input in console commands. Place holders for values of strings, for example as in the command: cd directory_name Menu Item Screen Menu items. Text screen shots. Code block Blocks of code or fragments of text files. 9

10 Introduction 10

11 CHAPTER 1 Central Analysis Server Overview The Central Analysis Server provides real-time access to information about performance and usage of key business applications. It monitors user session performance, application performance, and server performance in different configurations, with the purpose of identifying when and where problems occur and how to address them. Analysis options give insight into business application performance on the transaction and operation level. The information is aligned with the business structure of the organization (such as branches, working groups, and business units) and is not dependent on the infrastructure components. It is delivered via comprehensive, interactive, service-oriented reports, and via event-driven alerts that inform you about important events such as performance degradation or traffic pattern anomalies. CAS reports enable you to see a complete view of your application performance. The report structure reflects business organization priorities and allows for quick identification of the root causes of problems. The CAS is equipped with powerful data mining and report building tools for creating new or customized reports quickly and easily. The CAS uses the measurement data provided by the passive network monitoring devices referred to as Agentless Monitoring Devices or Network Monitoring Probes, and by synthetic network monitoring agents referred to as Enterprise Synthetic Agents. In real user monitoring, one or more AMDs or Network Monitoring Probes are attached to the monitored network near the core switch of the data center or near VPN access switches. The AMDs and Network Monitoring Probes collect the data from the monitored network, preprocess it, and deliver it to the report server. Each report server can handle a number of AMDs and Network Monitoring Probes. The report server processes the received data further, stores it in a database, and then generates user-friendly reports. The reports can then be viewed and analyzed regularly or only when a network problem occurs. Smart Packet Capture functionality enables you to analyze and diagnose the cause of a known and observed network problem by examining detailed packet trace data. Once a monitoring system has detected a network problem, the Smart Packet Capture process can then take over to drill down to the root cause of the issue. The CAS provides: Web analysis and reporting Decryption and analysis of HTTPS traffic 11

12 Chapter 1 Central Analysis Server Overview Monitoring of SSL errors Analysis of middleware transactions (XML, SOAP, SAP RFC, and others) Analysis of various database protocols Analysis of the Oracle Forms protocol Analysis of Microsoft Exchange and SMTP protocols Analysis of a selection of SAP protocols Thin client (ICA) protocol analysis VoIP analysis VPN analysis WAN analysis Enterprise applications analysis and reporting Real-time reports, trending reports, and baseline calculations Detection of abnormal application usage and network usage patterns User diagnostics Report access management, publication, and sharing Customizable reports For more information, see Protocols Supported by CAS [p. 91]. Supported Browsers and Connectivity DC RUM users can access the report servers through the supported web browsers. The following browsers are supported: Microsoft Internet Explorer: versions 9, 10 and 11. JavaScript and HTTP 1.1 must be enabled. IMPORTANT When using Internet Explorer, do not use Compatibility View (MSIE 10 and older) or Document Mode emulating previous releases (MSIE 11). To see if the browser is set to Compatibility View or set to Document Mode other than default, press F12 to access MSIE Developer Tools. Data is handled differently in the HTML. Internet Explorer may experience performance degradation when viewing reports that contain many columns or tooltips. Mozilla Firefox: latest stable release. JavaScript, cookies, and HTTP 1.1 must be enabled. Google Chrome: latest stable release. JavaScript and cookies must be enabled. No tablet or smart phone browsers are supported. Before using the report server, you may have to adjust the Java, JavaScript, and HTTP 1.1 settings in your browser. 12

13 Chapter 1 Central Analysis Server Overview NOTE Some configuration screens depend on the web browser running a supported release of the Java plug-in. The Java Web Start-based RUM Console requires JRE installed on the desktop, and it will run only on Windows and a 32-bit JRE. If you use 32-bit and 64-bit browsers interchangeably, you need a Java plug-in for each browser. The Windows 64-bit operating system comes with 32-bit and 64-bit Internet Explorer browsers and the 32-bit version runs as a default. If JavaScript is not enabled, the top menu of the report server will not be visible and you will see the following message instead: This product uses JavaScript. Please make sure JavaScript is enabled in your browser settings. Because of Internet Explorer security policy, you may encounter some issues when executing Java applets. You need to modify the default settings for Internet Explorer 9 to run applets. For more information, see Enabling Java Support in Internet Explorer 9 in the Data Center Real User Monitoring Central Analysis Server User Guide. Adobe Flash Player must be installed on the client machine to enable drilldowns from autodiscovered software services on the CAS to the RUM Console to create user-defined software services. ADS and CAS can be accessed using HTTP or, over secured connections using HTTPS. We recommend secure access with a browser that supports TLS v.1 or 1.1.For more information, see Configuring Report Server to Use Private Keys and Certificates [p. 37]. Enabling JavaScript and Support for HTTP 1.1 in a Browser Internet Explorer To enable JavaScript in Internet Explorer: 1. Select Tools Internet Options from the top menu in your browser. 2. Select the Security tab. 3. Click Custom level to display the Security Settings dialog box. 4. Enable Active scripting in the list of options. To enable HTTP 1.1 in Internet Explorer: 1. Select Tools Internet Options from the top menu in your browser. 2. Select the Advanced tab. 3. Scroll within the Settings list to the section titled HTTP 1.1 settings and ensure that Use HTTP 1.1 is selected. 4. Click OK and restart your browser. To set the browser mode: 1. On the Internet Explorer 10 main menu bar, select Tools F12 developer tools. 13

14 Chapter 1 Central Analysis Server Overview 2. On the F12 developer tools menu bar, select Browser Mode and click a non-compatibility View option. Mozilla Firefox To enable JavaScript in Firefox: 1. Select Tools Options from the top menu in your browser. 2. Select the Content tab. 3. Select Enable JavaScript. To enable HTTP 1.1 in Firefox: 1. Open the browser and, in the address bar, type about:config and press [Enter]. The browser displays a list of current preferences. 2. Scroll to the network.http.version preference and make sure its value is 1.1. If the value is other than 1.1, double-click that row, change the value to 1.1, click OK, and restart your browser. Google Chrome To enable JavaScript in Chrome: 1. Select Settings from the top menu in your browser. 2. Select Show advanced settings. 3. Select the Content settings tab. 4. In the Privacy section, click Content settings. 5. In the Privacy section, select Allow all sites to run JavaScript (recommended). Internationalization Support The Central Analysis Server supports international environments on both ends: report server and client browser. Localized Server Support The user interface of the report server is rendered in the following languages: English Japanese Korean Chinese simplified English is the default language setting. To support other languages, install the required font set for the target language and customize the regional options accordingly. 14

15 Chapter 1 Central Analysis Server Overview Character Encoding Support for Monitored Traffic By default, only UTF-8 encoding is supported and support for other encodings is turned off. Turn UTF-8 off selectively for HTTP processing and XML processing through the configuration options in the RUM Console. Central Analysis Server recognizes the following character encodings: HTTP and XML/SOAP ISO MQ ISO Unicode (UTF-8) UTF-16 (XML/SOAP only) Japanese: EUC-JP, Shift_JIS, Unicode (UTF-8) Korean: EUC-KR, ISO-2022-KR, Unicode (UTF-8) Chinese: Big5, Big5-HKSCS, EUC-TW, GB18030, GB2312, GBK, HZ, ISO-2022-CN, Unicode (UTF-8) Unicode (UTF-8) Database/SQL (Oracle, TDS, DRDA, Informix) UTF-8 (all DB analyzers) UTF-16 (TDS analyzer only) EBCDIC (DRDA analyzer only) DB statements that were not sent in a supported encoding are encoded such that all non-ascii characters are replaced with their hexadecimal value in the form %XX, where X is a hexadecimal digit. SMB and Kerberos Character encoding in monitored traffic does not affect SMB and Kerberos analyzer operations. Jolt Character encoding in monitored traffic does not affect Jolt analyzer operations. Generic TCP Character encoding in monitored traffic does not affect generic TCP analyzer operations. In addition to international character support in monitored traffic, locale-specific characters can also be used in the AMD configuration and in the names defined in the protocols.xml file. If you use locale-specific characters in the configuration files, save the files in UTF-8 encoding. Turning on internationalization support will adversely affect AMD performance. Performance degradation will depend on the nature of the monitored traffic. 15

16 Chapter 1 Central Analysis Server Overview 16

17 CHAPTER 2 Planning and Preparation The installer walks you through the installation process, either for a new installation or a upgrade. In most cases, the process is automatic, but it is recommended that you review this planning section first to ensure the installation or upgrade is complete. Installation and Upgrade Planning Checklist Use this checklist to plan the migration of your CAS installation to release Finished Steps Before upgrading, read the release notes to determine if additional steps are required. For more information, see Compare Release Notes to Goals [p. 18]. Inventory your current product versions, server components, databases, and agents deployed. For more information, see Inventory the Current Deployment [p. 18]. Review the installation guide for the new releases for your products to determine the software and hardware requirements, migration prerequisites, and product dependencies. For more information, see System Requirements [p. 21]. Ensure that you have enough time available to complete the upgrade. For more information, see Estimate the Installation or Upgrade Duration [p. 19]. Verify that you have all of the licenses required for the software. For more information, see Licensing Data Center Real User Monitoring Components [p. 73]. Install the software. For a new installation, see Running a CAS Setup [p. 31]. For an upgrade, see Running a CAS Upgrade [p. 41]. Configure Central Analysis Server. 17

18 Chapter 2 Planning and Preparation Finished Steps CAS Basic Configuration Settings [p. 59] describes CAS basic configuration, that has to be performed before the product can function. Compare Release Notes to Goals Before proceeding with an installation or upgrade, review the Release Notes and product documentation. The Release Notes and other documentation are available in the product distribution and online at Review each product's release notes and other product documentation for major new features added in the release. Check the installation guides for your products for integration dependencies that you need to follow. If you are upgrading, will the important features in your current deployment still work after you install the new software? The Release Notes may list features that have been replaced or dropped from previous releases. If you haven't upgraded your deployment for a few releases, it is likely that some functionality or system requirements have changed. Check the product's Release Notes for the releases you missed to ensure that the functionality you need is still supported, or if it has changed. If the functionality has changed, you can find information in the product documentation on how to configure and use the new replacement feature after migration. Unsupported data or component functionality is not migrated to a newer release. Before upgrading, determine your options for changed or dropped functionality before starting the migration process. Obtain Licensing After you have determined the path to migrate to release 12.3, contact Dynatrace to obtain the necessary licenses for a direct or phased migration. If you are currently up to date with maintenance fees, you can contact Customer Support to obtain licenses for both back and current releases. If your maintenance has expired, contact your Dynatrace sales representative. For more information, see Customer Support Information [p. 8] and Licensing Data Center Real User Monitoring Components [p. 73]. Inventory the Current Deployment When you install or upgrade Dynatrace products, you should start with a careful inventory of what you already have. Determine Current Version and Maintenance Levels If you are upgrading an existing installation, be aware that only certain product releases can migrate directly to the current release. If you have older software installed, you may need to upgrade to an intermediate release first and then upgrade that installation to the current release. If you are upgrading to release 12.3, you should first determine what releases you currently have deployed for all of your Dynatrace components. 18

19 Chapter 2 Planning and Preparation Determine the existing deployment's release number and maintenance level (service packs applied to the release). In the Help About screens, you should see the release number and service pack level, or a release and build number that reflects your latest installation. This information is also provided in product log files. Knowing this information also helps you when discussing installation and upgrade plans with Dynatrace. Diagram Your Installation While you are determining the release levels that your Dynatrace products are on, it is also a good idea to have an inventory of your entire Dynatrace implementation, including the deployed management servers, databases, and agents. The quantity of servers and agents and the platforms they are running on, are factors in planning. A good practice is to create a diagram of your installation so you are aware of all of the components and any access issues that may arise. A deployment diagram is often very helpful in explaining your situation when you need assistance from Customer Support. Identify Latest Hardware and Software Requirements The system requirements for all Dynatrace products evolve as their environments, such operating systems, application servers, and databases evolve. It is therefore possible that your current installation environment will not support the latest release. Check the release 12.3 installation guide for the product solution you use to see whether the components of your current installation environment, such as operating systems, application servers, and databases are still supported. Purchasing and deploying any required new software should be built into the timeline and budget for your migration. You should also check the hardware requirements for each solution used prior to migrating. As Dynatrace improves its monitoring abilities, more disk space and memory may be required to process the additional data. Minimum specifications are provided in the product's installation guide; Dynatrace stresses that you configure your environment using the recommended specifications, if available. Purchasing and deploying new hardware should be built into the timeline and budget for your migration. Estimate the Installation or Upgrade Duration These estimates are guidelines. Your experience may vary based on the server machines you have deployed, network bandwidth, and other factors. After you inventory your current installation, review the following information to estimate the time to migrate your deployment. Each report server (CAS or ADS) must be installed or upgraded by logging into the machine and manually running the installation application. Estimate 0.5 hours for each report server installed. This estimate does not include the database migration estimate (below). If you are upgrading your report server from release 12.0 or later to the current release (12.3), the installer should handle the upgrade automatically. If you are upgrading from an earlier release, you have a longer upgrade path. If upgrading, estimate 3.0 hours to migrate per 100 GB of data in a report server database. (1.5 hours creating the backup and 1.5 hours for database migration). 19

20 Chapter 2 Planning and Preparation 20

21 CHAPTER 3 System Requirements Ensure that your system meets the requirements to run DC RUM components. NOTE Satisfying the minimum requirements may not ensure optimal usability. Choose the most appropriate hardware and system platform to achieve a successful installation. Recommended Platforms for AMDs and Report Servers This section describes the platforms recommended for the AMDs and report servers. IMPORTANT To obtain optimal and reliable performance from your Dynatrace software, we strongly recommend you use the platforms described in this section. Dynatrace makes no predictions or guarantees about the suitability or performance of any other hardware. Customers who purchase other hardware may experience performance or compatibility problems. Tier 1 vs Tier 2 AMD hardware is recommended in two hardware levels: Tier 1 and Tier 2. A Tier 2 platform can host more monitoring interfaces than a Tier 1 platform. The analysis volume and data processing capacity is the same for both tiers. Recommended Cisco Platforms This section describes the recommended platforms from Cisco. 21

22 Chapter 3 System Requirements Cisco Platforms Recommended for AMD Table 1. Cisco Tier 1 AMD Cisco UCS C240 M3 IMPORTANT To maximize performance, open the machine's BIOS configuration and change the CPU performance setting to High Throughput. Recommended Components Platform RAID controller Slots CPUs Memory HDDs Remote Management Power Supply Cisco UCS C240 M3 server LSI 6G MegaRAID i card + battery backup (RAID 0, 1, 5, 6, 10, 50, 60) 1GB cache (5x) PCIe 3.0 slots: (1x) full-height, half-length X16 slot, (1x) full-height, three quarter-length X16 slot, (2x) full-height, half-length x8 PCIe slots, and (1x) half-height, half-length x8 PCIe slot (used for disk controller) (2x) Intel Xeon Processor E5-2690, 8 core (20 MB Cache, 2.90 GHz) 64 GB RAM (DDR MHz RDIMM/PC /Dual Rank Technology: 6G, 15K RPM, SAS or better. Capacity: 600 GB free space or greater. RAID level: Fastest write performance with a customer-accepted level of data protection. RAID 10 recommended. Cisco Integrated Management Controller (2x) 650W power supply Table 2. Cisco Tier 2 AMD Cisco UCS C460 M2 Recommended Components Platform RAID controller Slots CPUs Memory HDDs Remote Management Cisco UCS C460 M2 LSI 6G MegaRAID i card (RAID 0, 1, 5, 6, 10, 60) 512 MB cache 10x PCIe - 1x PCI2.0 (x16) ¾ length, 4x PCI2.0 (x8) ¾ length, 3x PCI2.0 (x4) ½ length, 1x PCI1.0 (x4) ½ length, 1x PCI1.0 (x4) ¾ length (2x) Intel Xeon Processor E (24 MB cache, 2.67 GHz) 64 GB RAM (DDR MHz DRAMs) Technology: 6G, 15K RPM, SAS or better. Capacity: 600 GB free space or greater. RAID level: Fastest write performance with a customer-accepted level of data protection. RAID 10 recommended. Cisco Integrated Management Controller Version: 1.2(1a) 22

23 Chapter 3 System Requirements Table 2. Cisco Tier 2 AMD Cisco UCS C460 M2 (continued) Recommended Components DVD-ROM Power Supply (2x) 850W Power supply Unit for C-SERIES C460 M1 Battery Back-up Cisco Platforms Recommended for Report Servers Table 3. Cisco report server Cisco UCS C240 M3 IMPORTANT To maximize performance, open the machine's BIOS configuration and change the CPU performance setting to High Throughput. Recommended Components Platform RAID controller Slots CPUs Memory HDDs Remote Management Power Supply Cisco UCS C240 M3 server LSI 6G MegaRAID i card + battery backup (RAID 0, 1, 5, 6, 10, 50, 60) 1GB cache (5x) PCIe 3.0 slots: (1x) full-height, half-length X16 slot, (1x) full-height, three quarter-length X16 slot, (2x) full-height, half-length x8 PCIe slots, and (1x) half-height, half-length x8 PCIe slot (used for disk controller) (2x) Intel Xeon Processor E5-2690, 8 core (20 MB Cache, 2.90 GHz) Refer to Report Server General Requirements [p. 26] to select a memory configuration appropriate to your needs. Refer to Report Server General Requirements [p. 26] to select a disk configuration appropriate to your needs. Cisco Integrated Management Controller (2x) 650W power supply Recommended Dell Platforms This section describes the recommended platforms from Dell. Dell Platforms Recommended for AMD Table 4. Dell Tier 1 AMD Dell PowerEdge R720 Recommended Components Platform RAID controller Dell PowerEdge R720 PERC H710P Integrated 23

24 Chapter 3 System Requirements Table 4. Dell Tier 1 AMD Dell PowerEdge R720 (continued) Recommended Components Slots CPUs Memory HDDs Remote Management Power Supply (1x) x16 full-length, full-height, (3x) x8 full-length, full-height, (3x) x8 half-length, half-height (2x) Intel Xeon Processor E5-2690, 8 core (20 MB Cache, 2.90 GHz) 64GB (DDR MHz DRAMs) Technology: 6G, 15K RPM, SAS or better Capacity: 600 GB free space or greater RAID level: Fastest write performance with a customer-accepted level of data protection. RAID 10 recommended. idrac7 with Life Cycle controller (2x) 750W power supply Dell Platforms Recommended for Report Servers Table 5. Dell report Server Dell PowerEdge R720 Recommended Components Platform RAID controller Slots CPUs Memory HDDs Remote Management Power Supply Dell PowerEdge R720 PERC H710P Integrated (1x) x16 full-length, full-height, (3x) x8 full-length, full-height, (3x) x8 half-length, half-height (2x) Intel Xeon Processor E5-2690, 8 core (20 MB Cache, 2.90 GHz) Refer to Report Server General Requirements [p. 26] to select a memory configuration appropriate to your needs. Refer to Report Server General Requirements [p. 26] to select a disk configuration appropriate to your needs. idrac7 with Life Cycle controller (2x) 750W power supply Recommended HP Platforms This section describes the recommended platforms from HP. HP Platforms Recommended for AMD Table 6. HP Tier 1 AMD HP DL 380 Gen8 Recommended Components Platform RAID controller HP DL 380 Gen8 HP Smart Array P420 2GB 24

25 Chapter 3 System Requirements Table 6. HP Tier 1 AMD HP DL 380 Gen8 (continued) Recommended Components Slots CPUs Memory HDDs Remote Management Power Supply (1x) full-height, full-length X16 slot, (1x) full-height, half-length X8 slot, (1x) full-height, half-length X4 slot, (1x) full-height, full-length X16 slot, (1x) full-height, half-length X8 slot, (1x) full-height, half-length X8 slot (2x) Intel Xeon Processor E5-2690, 8 core (20 MB Cache, 2.90 GHz) 64GB (DDR MHz DRAMs) Technology: 6G, 15K RPM, SAS or better Capacity: 600 GB free space or greater RAID level: Fastest write performance with a customer-accepted level of data protection. RAID 10 recommended. HP ilo (2x) 750W power supply Table 7. HP Tier 2 AMD HP DL 580 G7 Recommended Components Platform RAID controller Slots CPUs Memory HDDs Remote Management Power Supply HP DL 580 G7 Smart Array P410i (2x) full-height full-length x16, (2x) full-height full-length x8, (4x) full-height full-length x4, (2x) full-height full-length PCI-X 64-bit 100MHz (2x) Intel Xeon Processor X7542, 6 core (18 MB Cache, 2.66 GHz) 64GB (DDR MHz DRAMs) Technology: 6G, 15K RPM, SAS or better Capacity: 600 GB free space or greater RAID level: Fastest write performance with a customer-accepted level of data protection. RAID 10 recommended. HP ilo (2x) 1200W power supply HP Platforms Recommended for Report Servers Table 8. HP Report Server HP DL 380 Gen8 Recommended Components Platform RAID controller Slots CPUs HP DL 380 Gen8 HP Smart Array P420 2GB (1x) full-height, full-length X16 slot, (1x) full-height, half-length X8 slot, (1x) full-height, half-length X4 slot, (1x) full-height, full-length X16 slot, (1x) full-height, half-length X8 slot, (1x) full-height, half-length X8 slot (2x) Intel Xeon Processor E5-2690, 8 core (20 MB Cache, 2.90 GHz) 25

26 Chapter 3 System Requirements Table 8. HP Report Server HP DL 380 Gen8 (continued) Recommended Components Memory HDDs Remote Management Power Supply Refer to Report Server General Requirements [p. 26] to select a memory configuration appropriate to your needs. Refer to Report Server General Requirements [p. 26] to select a disk configuration appropriate to your needs. HP ilo (2x) 750W power supply Report Server General Requirements A report server platform should meet or exceed the following requirements: CPUs At least 2x quad core CPU (or at least 8 cores in total) working with at least 2 GHz clock. In general, performance improves with higher CPU frequencies and core counts. Under testing, the best performance-to-cost ratio was achieved with 12 cores. Operating System Select a server capable of running one of the following Windows editions with the latest release, service packs, and 5 Client Access Licenses (CALs). Operating System Microsoft Windows 2003 (SP2) Microsoft Windows 2003 R2 Microsoft Windows 2008 Microsoft Windows 2008 R2 Microsoft Windows 2012 Microsoft Windows 2012 R2 Memory-related Requirements Standard Edition 64 bit (x64) for installations up to 32 GB RAM, or Enterprise Edition 64 bit (x64) for installations exceeding 32 GB RAM. Standard Edition or Datacenter Edition for installations up to 4 TB RAM. SQL Server Only Microsoft SQL Server 2005, SQL Server 2008 R2, and SQL Server 2012 are supported. We recommend that you acquire a Microsoft SQL Server Standard Edition license with 5 Server - User Client Access Licenses (CALs). This recommendation is based on the following assumptions: You need a single database user connection to Microsoft SQL Server. Only one server application is connected. All CAS, ADS, and RUM Console users connect through these applications to SQL Server using a web connection (Internet or intranet, depending on the deployment). We assume that you are licensing SQL Server only for this deployment of the Dynatrace software configurations discussed here. If the machine on which you install CAS or ADS also co-hosts other software that uses SQL Server, or if you are connecting CAS or ADS 26

27 Chapter 3 System Requirements to a SQL Server installation deployed on another machine, you may need a different licensing arrangement. Be sure to examine your total configuration (including Dynatrace software and any other software that uses SQL Server) and acquire appropriate SQL Server licensing. In future releases, data from other Dynatrace modules may be co-hosted on the same SQL Server, expanding on the current single database connection. Memory and HDDs The memory and hard disk drive (HDD) requirements of your report server depend on the functions assigned to that report server. The following table lists module system requirements in terms of RAM size (minimum and recommended), HDD requirements (minimum), and module intercompatibility. Note that these numbers are per module. Refer to the next table for recommended machine configurations. In the Min. HDD column, RAID specifications refers to: Technology: 6G, 15K RPM, SAS or better. Capacity: 600 GB free space or greater. RAID level: Fastest write performance with a customer-accepted level of data protection. RAID 10 recommended. Table 9. Component-Specific System Requirements and Recommendations Acronyms used in this table: CAS = Central Analysis Server, ADS = Advanced Diagnostics Server, CAS SQL = the CAS SQL database, ADS SQL = the ADS SQL database, RUM Console Server = the server portion of the RUM Console software, CSS = Central Security Server, and Portal = Dynatrace Enterprise Portal. Module Min. RAM Rec. RAM Min. HDD Can co-exist with CAS 24 GB 32 GB 10 GB CAS SQL, RUM Console Server, CSS, Portal ADS 24 GB 32 GB 10 GB ADS SQL, RUM Console Server, CSS, Portal CAS SQL 24 GB 32 GB See RAID specifications above. CAS, RUM Console Server, CSS, Portal ADS SQL 24 GB 32 GB See RAID specifications above. ADS, RUM Console Server, CSS, Portal RUM Console Server 2 GB 2 GB 1 GB CAS, ADS, CAS SQL, ADS SQL, CSS, Portal CSS 4 GB 4 GB 800 MB CAS, ADS, CAS SQL, ADS SQL, Portal Portal 4 GB 4 GB 10 GB CAS, ADS, CAS SQL, ADS SQL, CSS 27

28 Chapter 3 System Requirements In the table below, you may find one of the first two configurations below particularly useful. For each row, the listed RAM should be sufficient for that machine running those modules, but adding more RAM may improve performance. In the HDD column, RAID specifications refers to: Technology: 6G, 15K RPM, SAS or better. Capacity: 600 GB free space or greater. RAID level: Fastest write performance with a customer-accepted level of data protection. RAID 10 recommended. Table 10. Example Report-Server Machine Configurations NOTE For production environments, we highly recommend that the CAS and ADS be installed on separate servers to ensure a solid level of performance. We support installation of the CAS and ADS on the same server for non-performance testing and demonstration purposes only. Modules RAM HDD CAS + CAS SQL database + RUM Console Server ADS + ADS SQL database + RUM Console Server 64 GB 64 GB See RAID specifications above. See RAID specifications above. CAS CAS + CAS SQL database ADS ADS + ADS SQL database CAS SQL + RUM Console Server ADS SQL + RUM Console Server CAS+ Dynatrace Enterprise Portal 32 GB 64 GB 32 GB 64 GB 32 GB 32 GB 48 GB 10 GB See RAID specifications above. 10 GB See RAID specifications above. See RAID specifications above. See RAID specifications above. See RAID specifications above. Recommended Operating System Configuration for Report Servers Typical preparations for a secure report server deployment require several steps to be performed on the side of the operating system. This section does not include all possible preventive measures; it is intended only to serve as a list of recommended good system administration practices for system hardening. 1. Disable all unnecessary services. Disable all unused system accounts (for example, Guest or SQLDebugger). Disable DCOM. 28

29 Chapter 3 System Requirements Turn off indexing on all volumes (services). Disable network protocols and bindings: SMB NetBios over TCP/IP Disable the following services (if unused): Alerter Application Layer Gateway Service Application Management Automatic updates Background Intelligent Transfer Service (BITS) Computer Browser ClipBook Distributed File System Distributed Link Tracking Client Distributed Link Tracking Server MS Software Shadow copy Provider DNS Server Error Reporting Service File replication Help and support HTTP SSL Human Interface Device Access IAS Jet Database Access IMAPI CD Burning COM Service Indexing Service Intersite Messaging Kerberos Key Distribution Center License Logging Service Messenger Microsoft Search NetMeeting Remote Desktop Sharing Network DDE Network DDE DSDM Network Location Awareness (NLA) Print Spooler Remote Registry Server SNMP Trap Service SQL Server FullText Search TCP/IP NetBIOS Helper Service Telnet Telephony Windows Management Instrumentation Driver Extension 29

30 Chapter 3 System Requirements WMI Performance Adapter Windows Image Acquisition (WIA) 2. Remove all unnecessary executables and registry entries. 3. Apply restrictive permissions to files, services, end points and registry entries. All of these values should be created under the following registry key (if not present already): HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Tcpip\Parameters SynAttackProtect, REG_DWORD, 1 EnableDeadGWDetect, REG_DWORD, 0 NoNameReleaseOnDemand, REG_DWORD,1 EnablePMTUDiscovery, REG_DWORD, 0 KeepAliveTime, REG_DWORD (time in milliseconds), EnableICMPRedirect, REG_DWORD, 0 DisableIPSourceRouting, REG_DWORD, 2 TcpMaxConnectResponseRetransmissions, REG_DWORD, 2 TcpMaxDataRetransmissions, REG_DWORD, 3 PerformRouterDiscovery, REG_DWORD, 0 TcpMaxPortsExhausted, REG_DWORD, 5 All values given above are hexadecimal. Microsoft SQL Server Installation Recommendations Be sure that your SQL Server installation is configured for reliable and secure functioning with Central Analysis Server For an instance name, accept the default. For authentication mode, choose mixed. For collation settings, accept the default. Disable error and usage reports. Central Analysis Server and Network Monitoring Enterprise Manager Installation When planning an installation of the CAS and Network Monitoring Enterprise Manager on a single machine, ensure that all hardware and software requirements are met by both components. Also take into consideration any additional factors that may influence the operation of CAS or Network Monitoring, such as service pack installation, upgrade of only one of the two services, performance issues (during data collections performed by Enterprise Manager), and port assignments (for communication with Probes and database server). 30

31 CHAPTER 4 Installing the Report Server Use the Dynatrace suite media browser to locate and start the installation wizard for your report server. Note that no installation actions are performed until all of the installation information has been gathered and you have confirmed that the installation should proceed. IMPORTANT This section describes the basic procedure for upgrading this component. For important additional information concerning backup and recovery procedures, see the component-specific installation guide. Running a CAS Setup You must have administrator privileges to install the CAS. Before You Begin Failover If you are creating a failover installation, do not use this procedure. Instead, see the failover procedures. For more information, see Providing Failover for Report Server in the Data Center Real User Monitoring Advanced Diagnostics Server Installation Guide. Order of Component Installation RUM Console Before installing the CAS, install the RUM Console on the same machine or on another machine with network access to this machine. CSS When you install RUM Console (above), you will have to connect to a local or remote installation of CSS. If you don't already have CSS installed somewhere, you can install it during RUM Console installation. When you install the CAS, if the CAS installer cannot detect a CSS installation on the local machine, you must provide the address of a remote CSS installation before CAS installation can continue. 31

32 Chapter 4 Installing the Report Server Only one installation of CSS is required for all of the DC RUM components. If you have already installed CSS during the installation of any other component, provide the connection details during the CAS installation. Upgrade Considerations If you are upgrading your report server from release 12.0 or later to the current release (12.3), the installer should handle the upgrade automatically. If you are upgrading from an earlier release, you have a longer upgrade path. To install the report server: Locate and Run the Installer 1. Exit all other programs before running the setup program. Some Windows programs, such as anti-virus software, may interfere with the upgrade process. 2. If you have downloaded the full contents of the software installation set or if you are starting from an installation disc: a. Run the setup.exe application. The media browser opens. b. On the Data Center Real User Monitoring tab of the media browser, click Central Analysis Server (CAS). The default installation is for a 64-bit architecture. If you need a 32-bit installation, find the installer in the Central Analysis Server directory of the distribution media and run it directly from the file system. c. Go to Step 4 [p. 32] 3. If you are starting from a product installation file you have downloaded: a. Double-click the product installation file to start the installer. b. Go to Step 4 [p. 32] You can download product installation files and related documentation from You need to register with the site and obtain a login before you can access it. Provide the Configuration Requirements 4. If the detected amount of physical memory (RAM) on the target machine is lower than the recommended amount, a warning message is displayed. You need to install the report server on a machine with at least the minimum RAM as stated in Data Center Real User Monitoring Hardware Recommendations, which you can download from If your machine has insufficient memory, click Cancel to stop the installation and, if possible, upgrade the machine's RAM before restarting the installation process, or click Next (not recommended) to continue this installation with less than the recommended amount of RAM. 5. On the Introduction screen, click Next. 32

33 Chapter 4 Installing the Report Server The License Agreement screen is displayed. 6. On the License Agreement screen, read the license, indicate that you accept the terms, and click Next. If you do not accept the terms, you can click Cancel to terminate the installation. 7. On the Installation Folder screen, type or browse for the target installation directory and click Next. NOTE If other DC RUM products are currently active on the target machine, their services are stopped automatically before the CAS is installed. 8. If the Security Configuration screen is displayed, provide all requested CSS connection information. You cannot continue until you provide working CSS connection information. The Host and Port settings describe the CSS connection. Host IP address of the CSS host. Port Port number of the CSS host. Default: 4182 The User name and Password settings are displayed only when upgrading from a release earlier than You need to provide the credentials of a CSS user with administrative privileges when you migrate users from an old installation. User Name Enter the user name for your CSS administrator account. Password Enter the password for your CSS administrator account. 9. If a previous installation has been detected, the Upgrade screen will prompt you for the type of upgrade you want to run (with or without changing the current configuration). If this is an upgrade, not a fresh installation, refer to the upgrade procedure. For more information, see Running a CAS Upgrade [p. 41]. 10. On the Database Configuration Properties screen, indicate whether you want to create a new database or use an existing database. 11. On the Database Connection Properties screen, define the SQL database connection properties. The report server requires a database to store run-time data. Specify: Host[/instance], Port Note that if you are installing the report server and the SQL Server on a single machine, it is required that the service name for SQL Server uses the default name (MSSQLSERVER). If necessary, consult your database administrator to determine the correct values. 33

34 Chapter 4 Installing the Report Server If the database server is on the same machine, you can enter the word localhost in the Host/instance field. For a remote server, set Host/instance to the server name or IP address. Use SSL encryption for SQL Server connection Select or clear this check box to indicate whether SSL should be used in communication between the report server and SQL Server. Database Name Enter the name for the report server database. Database user The default database username can be replaced with a local database server user or a valid domain user. To specify a domain name, use the domain\user format. (This field cannot be edited when you upgrade from older releases). If you are creating a database on Microsoft SQL Server 2008 and plan to use a Windows domain user as the database user, you must enable this account on the SQL Server prior to the report server installation. Password Password for database user specified above. Administrator login, Password The login name and password for the database administrator. If you create the database and database user manually before you install the report server, you can choose not to enter a database password during report server installation. (This may be a security requirement in your computing environment). In this case, leave these fields unchanged. See the report server installation guide for details on manual database administration. Database size The size of the database in gigabytes. Database location The database device location is the physical location of the database on the database server computer. If you selected to upgrade the report server without changing the settings, there are three options for the current database: Upgrade Database This option preserves all traffic monitoring data and database configuration settings. Reset Database This option deletes all traffic monitoring data but preserves database configuration settings. Recreate Database This option deletes the database and creates a new database of the same name. All the traffic monitoring data contained in the database and all of the database configuration settings are lost. 12. If the Database Size screen is displayed, specify the size of the new database and then click Next. 34

35 Chapter 4 Installing the Report Server This screen is displayed if no database of the specified name already exists, or if you have selected to overwrite an existing database. The suggested size displayed on this screen is calculated to leave room for performing a backup of the database on the same disk. 13. If the Database Server Memory screen is displayed, specify the maximum size of the SQL server memory and then click Next. This screen is displayed if a new database is created or if an existing database is overwritten. Note that for the reconfiguration to take effect, SQL Server must be restarted. If you are using a local SQL Server, the installation program offers to restart it automatically. If you have specified a remote SQL Server, you are asked to restart the server manually before attempting to use the database. Select Use all available RAM during database upgrade if you don't need the RAM for other purposes during this upgrade. 14. On the Connectivity Options screen, review the HTTP/HTTPS settings for your report server. Use HTTP Whether to use HTTP to transfer and display reports. HTTP Port This number is incremented if the default port (80) is unavailable. Use HTTP for communication Use HTTP to transfer and display reports. Redirect HTTP to HTTPS only When an attempt is made to connect to this report server using HTTP, automatically redirect that connection to HTTPS. Use HTTPS (HTTP over SSL) When accessing the reports on a port other than 443, remember to supply the selected port number together with the host name in your browser. This number is incremented if the default port is unavailable. 15. If the SSL Key Generation Data screen is displayed, specify the encryption key information. You can either automatically generate a key and a certificate, or to use a custom encryption key. To generate the key, provide the required data, which varies depending on whether you selected automatic or custom key generation. The SSL Key Generation Data screen enables you to enter the information required to generate a new key. For a custom encryption key, you can provide only the password; the other fields cannot be edited. Country The standard abbreviation for your country. Select one from the list of approved country codes. Locality Usually your city. Use a full name such as Los Angeles, not an abbreviation. State or Province Your administrative region within your country. Use a full name such as California, not an abbreviation. 35

36 Chapter 4 Installing the Report Server Organization Name Usually a company name. Use the full legal company or personal name as registered in your locality. Organization Unit The company division or branch (such as Accounting or Marketing) to which the certificate was issued. Common/Host Name The host. Address The address. Choosing a custom encryption key requires that you configure the server manually. This process involves copying both the key and the certificate to the proper directory and modifying the common.properties file. For more information, see Configuring Report Server to Use Private Keys and Certificates [p. 37]. 16. If the SSL Key Security screen is displayed, specify the encryption key security information. Key Password, Confirm Key Password The password associated with the key. Remember the key password Whether to remember the password. TIP For Windows 2008, it is strongly recommended that you select the Remember the key password check box when you install your report server. If you do not do so, you will be asked for that password at every service start. Furthermore, when Interactive Service Detection is disabled you will not see the message at all and will not be able to provide a passphrase for the private SSL key. If you do not select the Remember the key password check box, you can instead supply the key password at system startup, but only if you are directly connected to the server. Remember that the dialog box for entering the password will not appear if you are connected to the server using a remote terminal. Also, remember that if you do not provide a password the key will not be encrypted. 17. If the RUM Console Connection screen is displayed (because no local RUM Console installation was detected), enter the address and port of a remote RUM Console installation and then click Next. Note that you can change these settings later. For more information, see Changing the RUM Console Connection Information [p. 70]. 18. On the Documentation page, choose whether and where to install user manuals. You can choose to skip the installation of manuals, or to install them from a directory of your choice. 19. On the Help page, choose whether and where to install online help. 36

37 Chapter 4 Installing the Report Server You can choose to skip the installation of help, or to install it from a directory of your choice. Install the Software 20. On the Pre-Installation Summary page, review the summary of your installation choices and click Install. To change the settings, click Back to return to the appropriate configuration screen. 21. Your software is installed. The process of installing and pre-configuring software components and defining your database may take several seconds, minutes, or even hours, depending on the size of the database. A progress box shows the status of the installation action currently in progress. When all of the required actions have been completed, a final post-installation information screen is displayed. 22. On the Installation Summary screen, review the installation summary. Click Show postinstall summary to open a file containing a summary of the installation up to this point. 23. When the installation is complete, indicate whether you want to start the CAS and click Finish. 24. If the Computer Restart screen is displayed, indicate whether you want to restart your computer now and click OK. What to Do Next If you have not already obtained and installed a license, do so now. For more information, see Licensing Data Center Real User Monitoring Components [p. 73]. Configuring Report Server to Use Private Keys and Certificates Set up the report server to use secure connections with users' web browsers and to use automatically generated data or your own keys and certificates. Before You Begin It is recommended that secure access be performed using TLSv1 (TLS version 1), which is more secure than its predecessors. If an older version of the protocol is required, configure it by setting the configuration property, connector.ssl.sslprotocol to SSLv3 or SSLv2. Note that the Apache Tomcat default is all and the acceptable values are SSLv2, SSLv3, TLSv1, and SSLv2+SSLv3. If the connector.ssl.sslprotocol property is left blank, it causes the web browser to negotiate the version of a secure protocol when connecting to the web server. For more information about secure connection configuration in Apache Tomcat, refer to 37

38 Chapter 4 Installing the Report Server The report server implementation of SSL uses OpenSSL, so the encryption, certification, and other operations are handled as they are defined in OpenSSL. The subdirectory tools\openssl of the report server installation directory contains the OpenSSL tool, which can be used for the SSL key and certificate generation, conversions, and management. The report server installation process uses the tools in this directory to generate a self-signed SSL certificate and a key pair for the initial HTTPS server operation. This certificate and the key pair are, by default, stored in the wwwroot/web-inf/ssl subdirectory of the report server installation directory. To change this path, modify the connector.ssl.sslcertificatefile and connector.ssl.sslcertificatekeyfile configuration properties in common.properties. To configure your own encryption keys and register the server in the CA (certificate authority) infrastructure, the common.properties file has to be edited manually. Refer to the Apache Tomcat documentation at All certification procedures, such as certificate request or certificate signing, have to be handled manually by using the OpenSSL utility. For instructions on how to use the OpenSSL utility, refer to The report server can connect to the network via standard HTTP or HTTPS (HTTP over SSL), both of which are supported by the report server installation process, or via other modes that can be configured manually. The connectivity configuration settings are stored in the configuration file common.properties in the config subdirectory of the report server installation directory. The names of the configuration properties in common.properties follow the standard names used for Tomcat and OpenSSL. The format of the file is different, but the names of the configuration parameters are the same. All of the connectivity configuration properties are set by the installation program during report server installation. NOTE Subsequent modifications to connectivity settings are possible but should be performed with great care. These settings require a thorough understanding of web server connector settings and OpenSSL. The simplest procedure for joining the server to the certification infrastructure can be summarized as follows: 1. Generate a private RSA key as described in It is suggested that the password should be encrypted. The report server can ask for the key password every time it starts, or the password can be configured using the report server installation program. 2. Create a certificate request as described in (section 3). 3. Pass the certificate to a certification authority for signing. 4. Set configuration properties. 38

39 Chapter 4 Installing the Report Server Configure the following settings in the common.properties file: Point connector.ssl.certificatefile to the received certificate file. Point connector.ssl.certificatefilekey to the generated key. Point connector.ssl.certificatechainfile to the chain of certificates. 5. Set the key password. If the key was encrypted, use the report server installation program to set the key password. Importing CA Certificates Following an industry standard practice, Dynatrace software installers and device drivers for Microsoft Operating Systems are digitally signed using a commercial Code Signing certificate from a Trusted Certificate Authority (Verisign or Thawte). Code Signing certificates require the use of a primary root and intermediate Certificate Authority (CA) certificate to ensure that signed code is fully trusted by users. As a result, the Dynatrace product installation process requires the presence of a primary root and intermediate CA certificate in the target client or server's local computer certificate store. If not present, the primary root and intermediate CA certificates are downloaded during the installation process using Microsoft's automatic root update mechanism, which requires an Internet connection. For more information about the Windows Root Certificate Program, refer to If the installer does not detect these certificates on the target installation client or server and an internet connection is not available, an Error 1330 message appears indicating an invalid digital signature error has occurred. In this case, you must download and manually install the primary root and intermediate root certificates prior to performing a product installation. To import the required CA certificates, perform the following steps: 1. Log in as an administrator on the target installation client or server. 2. Download the primary root CA certificate. a. Go to: The thawte root certificates page appears. b. Under Root 1 - Primary Root CA, right-click Download Root Now. c. Save the file to the Desktop and change the file name to thawte_primary_root_ca.cer. 3. Import the primary root CA into the certificate store. a. Double-click thawte_primary_root_ca.cer. The Certificate window appears. b. On the General tab, click Install Certificate. The Certificate Import Wizard appears. c. Click Next to continue. d. Select Place all certificates in the following store, and then click Browse. The Select Certificate Store window appears. 39

40 Chapter 4 Installing the Report Server e. Select the Show physical stores check box. f. Select Trusted Root Certification Authorities Local Computer, and then click OK. g. Click Next to continue. Verify that the destination of the certificate is correct. h. Click Finish to complete certificate import. A message indicating that the import was successful appears. 4. Download the intermediate root CA certificate. a. Go to: The Download the Thawte Intermediate and Cross Root CAs for Code Signing certificates page appears. b. In the text box under Code Signing Intermediate CA, save the text to the Desktop in a file named thawte_intermed_root_ca.cer. 5. Import the intermediate root CA into the certificate store. a. Double-click thawte_intermed_root_ca.cer. The Certificate window appears. b. On the General tab, click Install Certificate. The Certificate Import Wizard appears. c. Click Next to continue. d. Select Place all certificates in the following store, and then click Browse. The Select Certificate Store window appears. e. Select the Show physical stores check box. f. Select Intermediate Certification Authorities Local Computer, and then click OK. g. Click Next to continue. Verify that the destination of the certificate is correct. h. Click Finish to complete certificate import. A message indicating that the import was successful appears. 40

41 CHAPTER 5 CAS Upgrade Overview The CAS installation program will detect any older version of the CAS and offer to upgrade it to the current release. Optionally, the upgrade preserves configuration information and traffic monitoring data contained in the CAS database. If you are upgrading your report server from release 12.0 or later to the current release (12.3), the installer should handle the upgrade automatically. If you are upgrading from an earlier release, you have a longer upgrade path. If upgrading from an earlier version, you may need to manually perform some elements of configuration migration. In particular, this applies to the configuration of alerts. IMPORTANT This section describes the basic procedure for upgrading this component. For important additional information concerning backup and recovery procedures, see the component-specific installation guide. Upgrade Workflow Upgrade your components in the recommended order: 1. CSS 2. RUM Console 3. Central Analysis Server 4. Advanced Diagnostics Server 5. Agentless Monitoring Device 6. Dynatrace Enterprise Portal (if used) Running a CAS Upgrade To upgrade an earlier version of CAS to the latest version, fulfill the prerequisites described below, and then run the installer for the latest version of CAS. The installer will detect the earlier software and display your upgrade options. 41

42 Chapter 5 CAS Upgrade Overview Before You Begin Failover If you are creating a failover installation, do not use this procedure. Instead, see the failover procedures. For more information, see Providing Failover for Report Server in the Data Center Real User Monitoring Advanced Diagnostics Server Installation Guide. Migrating CAS from a 32-Bit Version to a 64-Bit Version A direct upgrade from a 32-bit version to a 64-bit version is not supported. If you need to perform such an upgrade: 1. Save your 32-bit configuration settings manually (this pertains only to new server configuration files added after the 32-bit installation). 2. Uninstall the 32-bit version of the product while preserving the database. 3. Install the 64-bit version as a new installation, not an upgrade. 4. Perform a manual migration of configuration settings. Note that settings maintained in the database are migrated with the database. For more information, see Migrating 32-bit CAS to 64-bit CAS (Same Platform, Local Database) [p. 48] and Migrating 32-bit CAS to 64-bit CAS (Same Platform, Remote Database) [p. 49]. Moving CAS to a New Machine To migrate CAS from one platform to another, including the local database: 1. Make backups of your databases and configurations from your old machine. 2. Install the software on the new machine. 3. Restore your databases and configurations on the new machine. For more information, see Migrating CAS to a New Platform (Local Database) [p. 51] and Migrating CAS to a New Platform (Remote Database) [p. 52]. Database Backup Back up the database. For more information, see Backing Up MS SQL Server 2005 CAS Databases [p. 109] and Backing Up MS SQL Server 2008 CAS Databases [p. 111]. Upgrading from Older Releases If you are upgrading your report server from release 12.0 or later to the current release (12.3), the installer should handle the upgrade automatically. If you are upgrading from an earlier release, you have a longer upgrade path. NOTE This software requires integration with CSS. Be sure that your CSS connection is running and reliable throughout report server installation or upgrade. Loss of CSS access during the procedure may cause loss of system integrity. For more information, see After CAS installation or upgrade, access to DMI reports is lost. [p. 85]. To upgrade a CAS installation (to install a newer version over an existing version): 42

43 Chapter 5 CAS Upgrade Overview Locate and Run the Installer 1. Exit all other programs before running the setup program. Some Windows programs, such as anti-virus software, may interfere with the upgrade process. 2. Download the installation package from the Downloads section of the Dynatrace Community. 3. Extract the installation package into a temporary directory. 4. Double-click setup.exe in the installation package to open the installation browser. 5. On the Data Center Real User Monitoring tab, click Central Analysis Server (CAS). The default installation is for a 64-bit architecture. If you need a 32-bit installation, find the installer in the Central Analysis Server directory of the distribution media and run it directly from the file system. IMPORTANT Upgrading from a 32-bit version to a 64-bit version is not supported. For more information, see Migrating 32-bit CAS to 64-bit CAS (Same Platform, Local Database) [p. 48] and Migrating 32-bit CAS to 64-bit CAS (Same Platform, Remote Database) [p. 49]. 6. If the detected amount of physical memory (RAM) on the target machine is lower than the recommended amount, a warning message is displayed. Click Cancel to abort the installation and consider upgrading the machine's RAM before restarting the installation process, or click Next (not recommended) to continue this installation with less than the recommended amount of RAM. Provide the Configuration Requirements 7. On the Introduction screen, click Next. The License Agreement screen is displayed. 8. On the License Agreement screen, read the license, indicate that you accept the terms, and click Next. If you do not accept the terms, click Cancel to terminate the installation. 9. If the Security Configuration screen is displayed, provide all requested CSS connection information. You cannot continue until you provide working CSS connection information. The Host and Port settings describe the CSS connection. Host IP address of the CSS host. Port Port number of the CSS host. Default: 4182 The User name and Password settings are displayed only when upgrading from a release earlier than You need to provide the credentials of a CSS user with administrative privileges when you migrate users from an old installation. 43

44 Chapter 5 CAS Upgrade Overview User Name Enter the user name for your CSS administrator account. Password Enter the password for your CSS administrator account. 10. If the Upgrade screen is displayed (because a previous installation has been detected), indicate whether you want to change the current configuration while you upgrade the software. If you choose to upgrade the software without changing the current settings, a minimal sequence of setup screens (Database Connection Properties, Database Server Memory, and Installation Options - Summary), with minimal editing options, are displayed. Review them before upgrading to If you want to change any settings, use the Back button to come back to the Upgrade screen and select the other option. If you choose to change settings and upgrade the software to the new version, the full set of configuration screens as outlined below are displayed to specify new configuration settings and upgrade to release Report Server Settings NOTE The full set of configuration screens are outlined below. If you selected to upgrade your software without changing settings, most of these screens are not displayed. 11. On the Installation Folder screen, type or browse for the target installation directory and click Next. NOTE If other Dynatrace products are currently active on the target machine, their services are stopped automatically before CAS is installed. 12. On the Database Configuration Properties screen, indicate whether you want to create a new database or use an existing database. 13. On the Database Connection Properties screen, review the SQL database connection properties and adjust them as needed. Database upgrade options: Upgrade Database This option preserves all traffic monitoring data and database configuration settings. Reset Database This option deletes all traffic monitoring data but preserves database configuration settings. Recreate Database This option deletes the database and creates a new database of the same name. All the traffic monitoring data contained in the database and all database configuration settings are lost. 44

45 Chapter 5 CAS Upgrade Overview 14. If the Database Server Memory screen is displayed, specify the maximum size of the SQL Server memory and click Next. This screen is displayed if a new database is created or if an existing database is overwritten. Note that for the reconfiguration to take effect, SQL Server must be restarted. If you are using a local SQL Server, the installation program offers to restart it automatically. If you have specified a remote server, you are asked to restart the server manually before attempting to use the database. When you click Next from the Database Server Memory screen, an additional screen prompts you to specify whether to use all available RAM during the database upgrade. Select the check box if you don't need the RAM for other purposes during this upgrade. 15. On the Connectivity Options screen, review the HTTP/HTTPS settings for your report server. Use HTTP Whether to use HTTP to transfer and display reports. HTTP Port This number is incremented if the default port (80) is unavailable. Use HTTP for communication Use HTTP to transfer and display reports. Redirect HTTP to HTTPS only When an attempt is made to connect to this report server using HTTP, automatically redirect that connection to HTTPS. Use HTTPS (HTTP over SSL) When accessing the reports on a port other than 443, remember to supply the selected port number together with the host name in your browser. This number is incremented if the default port is unavailable. 16. If the SSL Key Generation Data screen is displayed, specify the encryption key information. You can either automatically generate a key and a certificate, or to use a custom encryption key. To generate the key, provide the required data, which varies depending on whether you selected automatic or custom key generation. The SSL Key Generation Data screen enables you to enter the information required to generate a new key. For a custom encryption key, you can provide only the password; the other fields cannot be edited. Country The standard abbreviation for your country. Select one from the list of approved country codes. Locality Usually your city. Use a full name such as Los Angeles, not an abbreviation. State or Province Your administrative region within your country. Use a full name such as California, not an abbreviation. 45

46 Chapter 5 CAS Upgrade Overview Organization Name Usually a company name. Use the full legal company or personal name as registered in your locality. Organization Unit The company division or branch (such as Accounting or Marketing) to which the certificate was issued. Common/Host Name The host. Address The address. Choosing a custom encryption key requires that you configure the server manually. This process involves copying both the key and the certificate to the proper directory and modifying the common.properties file. For more information, see Configuring Report Server to Use Private Keys and Certificates [p. 37]. 17. If the SSL Key Security screen is displayed, specify the encryption key security information. Key Password, Confirm Key Password The password associated with the key. Remember the key password Whether to remember the password. TIP For Windows 2008, it is strongly recommended that you select the Remember the key password check box when you install your report server. If you do not do so, you will be asked for that password at every service start. Furthermore, when Interactive Service Detection is disabled you will not see the message at all and will not be able to provide a passphrase for the private SSL key. If you do not select the Remember the key password check box, you can instead supply the key password at system startup, but only if you are directly connected to the server. Remember that the dialog box for entering the password will not appear if you are connected to the server using a remote terminal. Also, remember that if you do not provide a password the key will not be encrypted. 18. If the RUM Console Connection screen is displayed (because no local RUM Console installation was detected), enter the address and port of a remote RUM Console installation and then click Next. Note that you can change these settings later. For more information, see Changing the RUM Console Connection Information [p. 70]. 19. On the Documentation page, choose whether and where to install user manuals. You can choose to skip the installation of manuals, or to install them from a directory of your choice. 20. On the Help page, choose whether and where to install online help. 46

47 Chapter 5 CAS Upgrade Overview You can choose to skip the installation of help, or to install it from a directory of your choice. Install the Software 21. On the Pre-Installation Summary page, review the summary of your installation choices and click Install. To change the settings, click Back to return to the appropriate configuration screen. The amount of time this takes depends on the size of the database and may take between several seconds and, for large databases, several hours. A progress box shows the status of the installation action currently in progress. When all of the required actions are completed, a final post-upgrade information screen is displayed. 22. On the Installation Summary screen, review the installation summary. If you prefer, you can click Show postinstall summary to open a file that contains the installation summary. 23. Indicate whether you want to start CAS, and then click Finish to exit the installation program. 24. Clear your browser cache. This ensures that your upgraded CAS configuration is displayed correctly. What to Do Next If you have not already obtained and installed a license, do so now. For more information, see Licensing Data Center Real User Monitoring Components [p. 73]. CAS Smoke Test After upgrading the CAS to the latest release, conduct the following validation steps. 1. Review the <CAS_INSTALL_FOLDER>\log\install\Central_Analysis_Server_Install_xx_xx_xxxx_xx_xx_xx.log file to ensure that no errors occurred during migration, especially during the database upgrade. 2. From the CAS main menu, open Tools Diagnostics and view the System Status report. NOTE You should allow at least three hours after the upgrade to allow new data to be processed by the CAS. Review the following sections on the report: License Make sure that licences are valid and available for all decodes you require. Repository Make sure the current status of BULK INSERT is true. Connection with AMDs and Probes Make sure the CAS is able to reach all enabled AMDs and Probes. 47

48 Chapter 5 CAS Upgrade Overview Data processing Check whether there is a delay in data processing (if the CAS was just started, the delay should be decreasing slowly). Database info Maximum possible database size on this machine: Make sure there is enough space on the drive for the database to grow if necessary. Memory section a. Make sure the CAS meets or exceeds minimum memory size requirements. Refer to the Data Center Real User Monitoring Hardware Recommendations. b. Memory caches: make sure New server/url/client/site processing stopped equals false. Server settings Access Settings CAS Server Configuration and review user aggregation, client IP ranges, and site options to make sure settings were preserved. 3. Review CAS reports Check whether historical data is present; access data for previous days, check trends, baselines, reporting groups, applications, and transactions. Migrating 32-bit CAS to 64-bit CAS (Same Platform, Local Database) To migrate from 32-bit to 64-bit on the same platform, you need to make backups of your databases and configurations, then migrate and install the 64-bit software, and then restore your databases and configurations. IMPORTANT For this procedure, it is assumed that your CAS installation uses a local database. If you are using a remote database, see Migrating 32-bit CAS to 64-bit CAS (Same Platform, Remote Database) [p. 49]. Make Backups These steps are not just to make safety copies. You will need these backups to restore your data and configurations after migration. 1. Make a backup of the current CAS database. For more information, see Backing Up MS SQL Server 2005 CAS Databases [p. 109] and Backing Up MS SQL Server 2008 CAS Databases [p. 111]. 2. Make a backup of the current CSS database. For more information, see Backing Up CSS [p. 113]. 3. Make a backup of the RUM Console database. 4. Make a backup of the CAS %programfiles%\cas\config\ directory. Manually copy this folder and its contents to a safe location. 48

49 Chapter 5 CAS Upgrade Overview 5. Make a backup of the CAS %programfiles%\cas\classes\customqueries directory. Manually copy this folder and its contents to a safe location. Migrate and Install the Software 6. Migrate the operating system from 32-bit to 64-bit (assuming 32-bit DC RUM was installed on a 32-bit OS). 7. Install MS SQL server. 8. Install the CSS and RUM Console. Restore the Data and Get the New CAS Installation Running After the target environment is ready, restore your data and bring the CAS back up. 9. Restore the CSS database. For more information, see Restoring CSS [p. 116]. 10. Restore the RUM Console database. For more information, see Restoring the RUM Console Database [p. 119]. 11. Install 64-bit CAS. It is important that you install exactly the same CAS version (and service packs, if they were present) that you had previously. For more information, see Running a CAS Setup [p. 31]. 12. Stop and disable the CAS service. 13. Restore the entire %programfiles%\cas\config\ folder from your backup. Manually copy the backup files you made earlier back to the target installation. 14. Restore the entire %programfiles%\cas\classes\customqueries folder from your backup. Manually copy the backup files you made earlier back to the target installation. 15. Restore the CAS database from backup. 16. Open %programfiles%\cas\config\repository.properties and make sure that the JDBC_URL property is set to localhost and it points to the restored database. Example: JDBC_URL=jdbc:jtds:sqlserver://localhost:1433//CAS;tds=8.0;lastupdatecount=true; 17. Make sure the CSS and RUM Console services are running. 18. Start the CAS service. Migrating 32-bit CAS to 64-bit CAS (Same Platform, Remote Database) To migrate from 32-bit to 64-bit on the same platform, you need to make backups of your databases and configurations, then migrate and install the 64-bit software, and then restore your databases and configurations. 49

50 Chapter 5 CAS Upgrade Overview IMPORTANT For this procedure, it is assumed that your CAS installation uses a remote database. If you are using a local database, see Migrating 32-bit CAS to 64-bit CAS (Same Platform, Local Database) [p. 48]. Make Backups These steps are not just to make safety copies. You will need most of these backups to restore your data and configurations after migration. The SQL database backup is not absolutely necessary when you use a remote database, but it is still a very good idea to make a backup of your important data before you start making major system changes. 1. Make a backup of the current CAS database. For more information, see Backing Up MS SQL Server 2005 CAS Databases [p. 109] and Backing Up MS SQL Server 2008 CAS Databases [p. 111]. 2. Make a backup of the current CSS database. For more information, see Backing Up CSS [p. 113]. 3. Make a backup of the RUM Console database. 4. Make a backup of the CAS %programfiles%\cas\config\ directory. Manually copy this folder and its contents to a safe location. 5. Make a backup of the CAS %programfiles%\cas\classes\customqueries directory. Manually copy this folder and its contents to a safe location. Migrate and Install the Software 6. Migrate the operating system from 32-bit to 64-bit (assuming 32-bit DC RUM was installed on a 32-bit OS). 7. Install the CSS and RUM Console. Restore the Data and Get the New CAS Installation Running After the target environment is ready, restore your data and bring the CAS back up. 8. Restore the CSS database. For more information, see Restoring CSS [p. 116]. 9. Restore the RUM Console database. For more information, see Restoring the RUM Console Database [p. 119]. 10. Install 64-bit CAS. It is important that you install exactly the same CAS version (and service packs, if they were present) that you had previously. For more information, see Running a CAS Setup [p. 31]. 11. Stop and disable the CAS service. 12. Restore the entire %programfiles%\cas\config\ folder from your backup. Manually copy the backup files you made earlier back to the target installation. 50

51 Chapter 5 CAS Upgrade Overview 13. Restore the entire %programfiles%\cas\classes\customqueries folder from your backup. Manually copy the backup files you made earlier back to the target installation. 14. Open %programfiles%\cas\config\repository.properties and make sure that the JDBC_URL property is set to the correct hostname/ip of the remote MS SQL server and that it points to the restored database: JDBC_URL=jdbc:jtds:sqlserver://remote_host:1433//CAS;tds=8.0;lastupdatecount=true;. 15. Make sure the CSS and RUM Console services are running. 16. Start the CAS service. Migrating CAS to a New Platform (Local Database) To migrate the CAS from one platform to another, including the local database, you need to make backups of your databases and configurations from your old machine, then install the software on the new machine, and then restore your databases and configurations on the new machine. IMPORTANT For this procedure, it is assumed that your CAS installation uses a local database. If you are using a remote database, see Migrating CAS to a New Platform (Remote Database) [p. 52]. Make Backups These steps are not just to make safety copies. You will need these backups to restore your data and configurations after migration. 1. Make a backup of the current CAS database. For more information, see Backing Up MS SQL Server 2005 CAS Databases [p. 109] and Backing Up MS SQL Server 2008 CAS Databases [p. 111]. 2. Make a backup of the current CSS database. For more information, see Backing Up CSS [p. 113]. 3. Make a backup of the RUM Console database. 4. Make a backup of the CAS %programfiles%\cas\config\ directory. Manually copy this folder and its contents to a safe location. 5. Make a backup of the CAS %programfiles%\cas\classes\customqueries directory. Manually copy this folder and its contents to a safe location. Migrate and Install the Software 6. Install MS SQL Server on the new server. 7. If the CSS and RUM Console are also moving to the new machine, install them on the new machine now. 8. If the CSS and RUM Console are to remain on the old machine, copy the css.dat file from the old machine to the new machine (by default, this is located in %programdata%\compuware\security Client\). 51

52 Chapter 5 CAS Upgrade Overview 9. Install the CAS on the new machine. It is important that you install exactly the same CAS version (and service packs, if they were present) that you had previously. For more information, see Running a CAS Setup [p. 31]. 10. On the old machine, stop and disable CAS service, SQL Server service, and RUM Console service. The rest of this procedure applies to the new machine. Restore the Data and Get the New CAS Installation Running After the target environment is ready, restore your data and bring the CAS back up. 11. Restore the CSS database. For more information, see Restoring CSS [p. 116]. 12. Restore the RUM Console database. For more information, see Restoring the RUM Console Database [p. 119]. 13. Stop and disable the CAS service. 14. Restore the CAS database from the backup you made earlier. 15. Restore the entire %programfiles%\cas\config\ folder from your backup. Manually copy the backup files you made earlier back to the target installation. 16. Restore the entire %programfiles%\cas\classes\customqueries folder from your backup. Manually copy the backup files you made earlier back to the target installation. 17. Open %programfiles%\cas\config\repository.properties and make sure that the JDBC_URL property is set to localhost and it points to the restored database. Example: JDBC_URL=jdbc:jtds:sqlserver://localhost:1433//CAS;tds=8.0;lastupdatecount=true; 18. Start the CAS service. 19. Add or correct all necessary devices in the RUM Console configuration. If your new CAS is to be the source of time configuration for AMDs, open the configuration of each AMD and set the IP address of the server authorized to set AMD time accordingly. Migrating CAS to a New Platform (Remote Database) To migrate the CAS from one platform to another but using the same remote database, you need to make backups of your databases and configurations from your old machine, then install the software on the new machine, and then restore your databases and configurations on the new machine. IMPORTANT For this procedure, it is assumed that your CAS installation uses a remote database. If you are using a local database, see Migrating CAS to a New Platform (Local Database) [p. 51]. 52

53 Chapter 5 CAS Upgrade Overview Make backups These steps are not just to make safety copies. You will need most of these backups to restore your data and configurations after migration. The SQL database backup is not absolutely necessary when you use a remote database, but it is still a very good idea to make a backup of your important data before you start making major system changes. 1. Make a backup of the current CAS database. For more information, see Backing Up MS SQL Server 2005 CAS Databases [p. 109] and Backing Up MS SQL Server 2008 CAS Databases [p. 111]. 2. Make a backup of the current CSS database. For more information, see Backing Up CSS [p. 113]. 3. Make a backup of the RUM Console database. 4. Make a backup of the CAS %programfiles%\cas\config\ directory. Manually copy this folder and its contents to a safe location. 5. Make a backup of the CAS %programfiles%\cas\classes\customqueries directory. Manually copy this folder and its contents to a safe location. Migrate and Install the Software 6. If the CSS and RUM Console are also moving to the new machine, install them on the new machine now. 7. If the CSS and RUM Console are to remain on the old machine, copy the css.dat file from the old machine to the new machine (by default, this is located in %programdata%\compuware\security Client\). 8. Install the CAS on the new machine. It is important that you install exactly the same CAS version (and service packs, if they were present) that you had previously. For more information, see Running a CAS Setup [p. 31]. During the installation process, make sure that the new CAS does not overwrite the original database. 9. On the old machine, stop and disable CAS service and RUM Console service. The rest of this procedure applies to the new machine. Restore the Data and Get the New CAS Installation Running After the target environment is ready, restore your data and bring the CAS back up. 10. Restore the CSS database. For more information, see Restoring CSS [p. 116]. 11. Restore the RUM Console database. For more information, see Restoring the RUM Console Database [p. 119]. 12. Stop and disable the CAS service. 13. Restore the entire %programfiles%\cas\config\ folder from your backup. Manually copy the backup files you made earlier back to the target installation. 53

54 Chapter 5 CAS Upgrade Overview 14. Restore the entire %programfiles%\cas\classes\customqueries folder from your backup. Manually copy the backup files you made earlier back to the target installation. 15. Start the CAS service. 16. Add or correct all necessary devices in the RUM Console configuration. If your new CAS is to be the source of time configuration for AMDs, open the configuration of each AMD and set the IP address of the server authorized to set AMD time accordingly. 54

55 CHAPTER 6 Uninstalling a Report Server You can uninstall your report server through the Windows Add or Remove Programs control panel. 1. In Windows, open Start Control Panel. 2. Click Uninstall a program. 3. Select Dynatrace Central Analysis Server in the list of installed programs and click Uninstall/Change above the list. Alternative access methods: Double-click the product name. Right-click the product name and select Uninstall/Change. The Welcome screen presents you with options for the installed software. 4. Select the Uninstall option and click Next. 5. If software must be stopped, you will receive a warning; read it and click Next. It may take a few moments to stop the software. 6. Read the summary screen and then click Uninstall. 7. Re-start the system. 8. If you previously installed ADS and CAS on one machine, and you have now uninstalled just one of them, you need to restart the Watchdog Service Windows service manually before the remaining report server can restart. On a machine on which you have installed ADS and CAS, if you uninstall one of those report servers and leave the other one installed, the shared Watchdog Service for both of those report servers is stopped during uninstallation and it is not automatically restarted, which means that the remaining report server will not restart automatically. Find Watchdog Service in the list of Windows services on your machine and restart it manually. What to Do Next Note that report server software uninstallation does not remove or detach the database. If you want to discard the database, you need to do this manually using SQL Server management tools. 55

56 Chapter 6 Uninstalling a Report Server 56

57 CHAPTER 7 Logging in to the Report Server To connect to your report server, enter the server address in your browser. For a new installation, only the system administrator account created during installation is active. Log in with that account name and password. This lets you perform basic configuration tasks such as setting up business units (applications and transactions). You should then define additional users. Access the server as a system administrator only for configuration purposes. For more information, see Adding a User in the Data Center Real User Monitoring Administration Guide. For information on recommended browsers, see Supported Browsers and Connectivity [p. 12]. 57

58 Chapter 7 Logging in to the Report Server 58

59 CHAPTER 8 CAS Basic Configuration Settings When you use the CAS for the first time, you must specify a number of basic configuration options. These options must be configured before the CAS starts to function. Only users with administrative rights can modify the basic configuration settings. Every time the settings are updated on this screen, including the first time the application is run, the report server is restarted. When you click Update, the server is restarted and a message appears on the screen. Return to the CAS home page by clicking Continue. The report server restart can take a while, which may prevent you from quickly accessing the home page. 59

60 Chapter 8 CAS Basic Configuration Settings Figure 1. CAS Configuration Screen To modify settings after the report server is deployed, select Settings Central Analysis Server Server Configuration from the top menu. NOTE You can also modify these settings using the RUM Console. From the console top menu, select Devices and Connections Manage Devices, then choose Open configuration from the context menu for your CAS on the Devices screen. This command opens the configuration screen for a given server. To access settings related to users and sites, select Server Configuration from the menu. Sites, User Aggregation, and User Tracking A site is an organizing concept introduced to help report users identify particular IP networks. In this context, a site is defined as an IP network or a part of a network. A site is defined in one of two ways: Manual sites are specified as explicit IP address ranges. Automatic sites are based on either AS names or CIDR blocks, where a block is defined by an IP address and a network mask. 60

61 Chapter 8 CAS Basic Configuration Settings All client IP addresses that are neither manual nor automatic sites are treated as belonging to the Default site. All server IP addresses that do not fall into any of the manual or automatic site categories are treated as belonging to the Default Data Center site. User aggregation means that users are not recognized individually, but are counted per site. Note that if sites are based on AS names, users can still be aggregated to CIDR blocks within ASes. However, if sites are based on CIDR blocks, users cannot be aggregated to ASes because ASes are higher level aggregates than CIDR blocks. The option Base automatic sites on enables you to select automatic sites based on either ASes or CIDR blocks. You can also opt not to have automatic sites. The option Base user aggregation on enables you to aggregate users to ASes or CIDR blocks, subject to any additional aggregation and user tracking options you may configure. Note that user aggregation is compatible with the way you configure the creation of automatic sites. If automatic sites are based on CIDR blocks, user aggregation can also be based on CIDR blocks, but it cannot be based on ASes, because ASes are not recognized entities. However, if you choose automatic sites based on ASes, you will have the choice of aggregating users to ASes or individual CIDR blocks. Additional user tracking and aggregation options enable you to track or count all or selected IP addresses or user identifiers while aggregating other users. These options may require you to enter IP address ranges consisting of IP addresses separated by hyphens. Both IPv4 and IPv6 address formats are supported. To define a range of IP addresses, you have to specify the starting and ending addresses in the following way: IPv IPv6 2001:0db8:0000:0000:0000:0000:1622:35bd-2001:0db8:0000:0000:0000:0000:1999:35bd An IP address range has to be continuous. Note that you can type an IPv6 address in any of the following ways (they are equivalent): 2001:0db8:0000:0000:0000:0000:1622:35bd 2001:0db8:0:0:0:0:1622:35bd 2001:db8::1622:35bd Modifying CAS Basic Configuration Settings If required, you can make modifications to the CAS settings after the initial configuration. There are two ways to access the basic configuration settings for a selected server: Select Settings Central Analysis Server Server Configuration from the Central Analysis Server menu. From the RUM Console top menu, select Devices and Connections Manage Devices, then choose Open configuration from the context menu for your CAS on the Devices screen. This command opens the configuration screen for a given server. To access settings related to users, and sites, select Server Configuration from the menu. 61

62 Chapter 8 CAS Basic Configuration Settings CAUTION If you change the way automatic sites are defined or if you modify the basic user aggregation options from AS to CIDR or vice versa, the traffic monitoring data currently stored in the report server database will no longer be compatible with the new definitions. In such cases, a warning message will be displayed, giving you the option to abandon the configuration changes or to proceed with or without purging the traffic monitoring information in the database. A purge is recommended, because any attempt to access the old traffic monitoring data while the new site or aggregation definitions are in place produces unpredictable results. After the database is cleared, the data gathered by the AMD is re-read by the report server. Enabling User Activity Details and Server Statistics on Demand The CAS can be configured to bypass the database and store the user activity details and server statistics separately on disk. This option can be used in situations where the user details are not required on a regular basis, but are available for occasional inspection. You can also use this feature to reduce the database size, if it is acceptable that the user details are only available through the drill downs. Before You Begin Consider the issues related to database size and complexity. The User Activity Details and Server Statistics on Demand feature is available in PVU and ISP Extended aggregation modes. Be sure that these are appropriate for your monitoring requirements. For more information, see Resolving CAS Database Sizing Issues in the Data Center Real User Monitoring Capacity Planning and Performance Assessment User Guide. Prepare storage, either a directory on a local drive or a network share, for the data files containing the user activity details and server statistics. To enable User Activity Details and Server Statistics on Demand: 1. Open the Central Analysis Server Configuration screen. Do one of the following: Log on to the CAS as a user with administrative rights. From the CAS top menu, choose Settings Central Analysis Server Server Configuration. Log on to the RUM Console and choose Devices and Connections Manage Devices from the top menu. Then choose Open configuration from the context menu for your CAS on the Devices screen. This command opens the configuration screen for a given server. For basic server settings, choose Server Configuration from the menu. 2. Choose the aggregation mode. 62

63 Chapter 8 CAS Basic Configuration Settings Track user IP addresses (FE mode) FE mode records each client IP address separately (it ignores recognized user names and reports users with IP-address resolution). This mode consumes the most resources and significantly increases the database size. It is good for intranet sites with limited numbers of clients, coming from a limited IP address space of the internal network, and sending no information on actual website user names (no login to the website). Remember: All autodiscovered clients are aggregated, regardless of any other aggregation settings. If a client IP address is private, it is aggregated by subnet, not by site, for both autodiscovered and user-defined software services. Track users with identifiers, aggregate other users (ISP mode) In this mode, you track users with defined user names and aggregate other users. The ISP modes record each user name separately. User name recognition from HTTP logins must be enabled on the AMD. ISP mode enables you to count user IP addresses that are aggregated as single users. Remember: All autodiscovered clients are aggregated, regardless of any other aggregation settings. If a client IP address is private, it is aggregated by subnet, not by site, for both autodiscovered and user-defined software services. also track IP addresses from selected ranges Record each client IP address separately. also count user IP addresses that are aggregated (ISP Extended mode) Select also count user IP addresses that are aggregated to see the number of unique client IP addresses for user aggregates. Use the ISP mode for websites with required login and limited numbers of website users (for example, e-commerce secure sites). Traffic generated by clients that have not been identified (no user name is available) is aggregated into user-defined sites, AS instances, or CIDR blocks. However, if you specify user IP addresses and select also track IP addresses from selected ranges (ISP Extended mode) you will track users that do not have defined user names. For more information, see Limitations of ISP Mode User Aggregation in the Data Center Real User Monitoring Capacity Planning and Performance Assessment User Guide. Aggregate all users but count distinct user identifiers (PVU mode) In this mode, all clients from the same Autonomous System (AS) or CIDR block or subnet are treated as a single user, but the number of unique, non-aggregated users is also provided (for named users in the default configuration). The PVU mode is appropriate for large and very large Internet-facing websites, when knowledge of the number of unique site visitors is needed. The CAS maintains the top N most active AS instances or CIDR blocks as identified client sites (user substitutes), and it rolls up other clients into a single All Other Clients category. Although users are aggregated, the CAS provides an accurate count of actual unique users of the monitored website. Users are counted before aggregation is applied, and the real user count is provided as a metric on CAS reports. 63

64 Chapter 8 CAS Basic Configuration Settings To count users that do not have defined user names, specify user IP addresses and select also count user IP addresses from selected ranges. Unique users are identified on AMDs based on cookies or HTTP headers that identify users. Remember: All autodiscovered clients are aggregated, regardless of any other aggregation settings. If a client IP address is private, it is aggregated by subnet, not by site, for both autodiscovered and user-defined software services. For more information, see Limitations of PVU Mode User Aggregation in the Central Analysis Server Online Help. Aggregate all users (PV mode) In this mode all clients from the same AS or from the same CIDR block are counted as a single user. Use the PV mode for large, Internet-facing websites. The CAS maintains the top N most active AS instances or CIDR blocks as identified client sites (user substitutes), and it rolls up other clients into a single All Other Clients category. 3. Enable access to user activity details and server statistics on demand. In the User activity details and server statistics on demand section, select Enable on-demand access to user activity details and server statistics. 4. Set the storage path. Type the path of the location to store the user activity details data: either a local path, for example Z:\UserDetails; or a network share, for example \\server\userdetails. When you choose to save the user activity details on a network share, ensure that the Central Analysis Server service is run under a common domain user account and that a common user has read and write permissions for the share. NOTE Do not use a mapped network drive to store the data files containing the user activity details. a. In Administrative Tools, select Services. b. Right-click the Central Analysis Server service and open the service's Properties window. Click the Log On tab. In the Log on as section, make sure that This account is selected and that the account name and password are correct and have administrative privileges. 64

65 Chapter 8 CAS Basic Configuration Settings Figure 2. Specifying the Domain Account for the Central Analysis Server Service c. Click OK. d. Restart the service. Right-click the service and select Restart. 5. Set a storage quota. Type the number of days to store the data files of user activity details. 6. Update the configuration. Click Update. Every time the settings are updated on this screen, including the first time the application is run, the report server is restarted. When you click Update, the server is restarted and a message appears on the screen. Return to the CAS home page by clicking Continue. The report server restart can take a while, which may prevent you from quickly accessing the home page. What to Do Next After the server is up and running, ensure that the CAS is saving the data in the location you chose for the data file storage. Configuring Other CAS Settings Procedures for setting all other configuration options supported by the Central Analysis Server are described in Data Center Real User Monitoring System Administration Manual. 65

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