Aras Innovator 11. Installation Guide

Transcription

1 Aras Innvatr 11 Installatin Guide Dcument #: Last Mdified: 12/30/2014

2 Aras Innvatr 11 Installatin Guide Cpyright Infrmatin Cpyright 2014 Aras Crpratin. All Rights Reserved. Aras Crpratin 300 Brickstne Square Suite 700 Andver, MA Phne: Fax: Website: Ntice f Rights Cpyright 2014 by Aras Crpratin. This material may be distributed nly subject t the terms and cnditins set frth in the Open Publicatin License, V1.0 r later (the latest versin is presently available at Distributin f substantively mdified versins f this dcument is prhibited withut the explicit permissin f the cpyright hlder. Distributin f the wrk r derivative f the wrk in any standard (paper) bk frm fr cmmercial purpses is prhibited unless prir permissin is btained frm the cpyright hlder. Aras Innvatr, Aras, and the Aras Crp "A" lg are registered trademarks f Aras Crpratin in the United States and ther cuntries. All ther trademarks referenced herein are the prperty f their respective wners. Ntice f Liability The infrmatin cntained in this dcument is distributed n an "As Is" basis, withut warranty f any kind, express r implied, including, but nt limited t, the implied warranties f merchantability and fitness fr a particular purpse r a warranty f nninfringement. Aras shall have n liability t any persn r entity with respect t any lss r damage caused r alleged t be caused directly r indirectly by the infrmatin cntained in this dcument r by the sftware r hardware prducts described herein Aras Crpratin All Cpyrights Reserved. 2

3 Aras Innvatr 11 Installatin Guide Table f Cntents Send Us Yur Cmments... 3 Dcument Cnventins Overview Getting Started Prerequisites Minimum System Requirements Client Server Obtaining a Framewrk License Obtaining Yur Server MAC Address Requesting a Framewrk License Upgrading frm Previus Versins Installing Aras Innvatr Net Client Cnfiguratin Installing Aras Innvatr Server Run the InnvatrSetup.msi File Welcme Page License Agreement Prerequisites and Dcumentatin Aras Innvatr Destinatin Flder Setup Type Custm Setup License Cnfiguratin Server Web Alias Setup SMTP Setup Language Cnfiguratin Vault Server Preferences Cnversin Server Preferences (Optinal) Cnfigure Database Begin the Installatin Installatin Status Installatin Cmpleted Lgging int Aras Innvatr Cnfiguring Aras Innvatr (Optinal) Time Znes Lcal Time Zne Crprate Time Zne Update Time Zne Data Aras Crpratin All Cpyrights Reserved. 1

4 Aras Innvatr 11 Installatin Guide 5.2 Client Caching Cnfiguratin DB Cnnectin Custmizing/Tailring User Interface Enabling the Debugging f Methds Installing the Reprting Service Cnfiguring Aras Innvatr fr Single Sign-On Cnfiguring the Aras Innvatr Service Cnfiguring Custm Installatins Cnfiguring Alternate Vaults Installatins Vault Cnfiguratins Cnfiguring Vault File Uplad Size Limits Fixing Vault File Uplad Errr Cnfiguring Vault Security Optinal Vault Cnfiguratin Parameters Installing Separate Cnversin Servers Restarting the IIS Server After Cnfiguratin Feature License Requesting a Feature License Installing the License Trubleshting HTTP Errr Internal Server Errr n Lgin HTTP 401 Unauthrized Errr after Successful Lgin HTTP Errr Nt Fund Main Grid nt Painting Clumns r Headers Installing Aras Innvatr t a Dedicated Micrsft Sharepint Server Ckie Errr Lading Lgin Screen Database Owner Cnfiguratin Running Installer Multiple Times Cmplete Install the First Time Mdify, Repair, r Remve Uninstalling Aras Innvatr Server Lcating the Uninstaller Uninstalling Aras Crpratin All Cpyrights Reserved. 2

5 Aras Innvatr 11 Installatin Guide Send Us Yur Cmments Aras Crpratin welcmes yur cmments and suggestins n the quality and usefulness f this dcument. Yur input is an imprtant part f the infrmatin used fr future revisins. Did yu find any errrs? Is the infrmatin clearly presented? D yu need mre infrmatin? If s, where and what level f detail? Are the examples crrect? D yu need mre examples? What features did yu like mst? If yu find any errrs r have any ther suggestins fr imprvement, indicate the dcument title, and the chapter, sectin, and page number (if available). Yu can send cmments t us in the fllwing ways: [email protected] Subject: Aras Innvatr Dcumentatin Or, Or, Pstal service: Aras Crpratin 300 Brickstne Square Suite 700 Andver, MA Attentin: Aras Innvatr Dcumentatin FAX: Attn: Aras Innvatr Dcumentatin If yu wuld like a reply, prvide yur name, address, address, and telephne number. If yu have usage issues with the sftware, visit Aras Crpratin All Cpyrights Reserved. 3

6 Aras Innvatr 11 Installatin Guide Dcument Cnventins The fllwing table highlights the dcument cnventins used in the dcument: Table 1: Dcument Cnventins Cnventin Bld Cde Yellw highlight Yellw highlight with red text Nte: Italics Descriptin This shws the names f menu items, dialg bxes, dialg bx elements, and cmmands. Example: Click OK. Cde examples appear in curier text. It may represent text yu type r data yu read. Cde with yellw highlight is used t draw attentin t the cde that is being indicated in the cntent. Red clr text with yellw highlight is used t indicate the cde parameter that needs t be changed r replaced. Reference t ther dcuments. Ntes cntain additinal useful infrmatin. Warning Successive menu chices Warning cntains imprtant infrmatin. Pay special attentin t infrmatin highlighted this way. Successive menu chices may appear with a greater than sign (-->) between the items that yu will select cnsecutively. Example: Navigate t File --> Save --> OK Aras Crpratin All Cpyrights Reserved. 4

7 Aras Innvatr 11 Installatin Guide 1 Overview Aras Innvatr is a Web-based system fr prviding cntrl and distributin f prduct infrmatin thrughut the internal and extended enterprise and during the entire life cycle f a prduct. Aras Innvatr is mre than typical dcument management it links cnfiguratin management, wrkflw, and dynamic tracking f prduct data. By leveraging the infrastructure f the Internet, suppliers and custmers can becme mre tightly invlved within a prduct life cycle, which directly imprves prcess efficiency, speed, quality, and lwers verall cst f business. Aras Innvatr is enterprise sftware that is 100% brwser-based making it easy t use, learn and administer. Aras Innvatr is an pen slutin based n standard Internet prtcls such as HTTP/HTTPS, SOAP, and XML making integratin with legacy applicatins straightfrward and fast. 1.1 Getting Started This dcument prvides detailed instructin fr the installatin f a new Aras Innvatr server instance. The steps detailed in this dcument are intended t allw a nvice administratr t install Aras Innvatr. Hwever, mre general knwledge f system administratin, databases, and high-level prgramming (HTML, JavaScript, C#) is required t fully custmize an Aras Innvatr package with required business rules. The fllwing is the sequence f steps t fully install and ready Aras Innvatr fr custmizatin. 1. Verify System Prerequisites 2. Aras Innvatr Server/Vault Server Installatin 3. Client Setup 4. Aras Innvatr Server/Vault Server Uninstall Nte: The fllwing installatin and setup prcess assumes that the Aras Innvatr Server instance, the Web Server, the Vault Server and the Aras Innvatr Database are lcated n the same machine. Hwever, each f these cmpnents can be lcated n different machines as lng as the hst and directry paths can be reslved ver yur netwrk Aras Crpratin All Cpyrights Reserved. 5

8 Aras Innvatr 11 Installatin Guide 2 Prerequisites Aras Innvatr requires several cmpnents fr prper peratin: Web Server Database Server File Server 2.1 Minimum System Requirements Fllwing is a list f Minimum System Requirements t install and perate Innvatr Client Table 2: Platfrm Cmpnent Platfrm Versin Operating System MS Windws Windws 8.1 (FireFx Only) Windws 8 Windws 7 Mac OS X 10.8 (Muntain Lin) OS X 10.7 (Lin) Web Brwser MS Internet Explrer 11, 10, r 9 Mzilla Firefx 31 ESR.NET.Net Framewrk 3.5 SP1 (IE Only) Table 3: Cnfiguratin System Requirement Prcessr Speed Free Disk Space Main Memry Mnitr 2.0 GHz 80.0 MB 2.0 GB 1024x 768 reslutin with 16-bit clr Aras Crpratin All Cpyrights Reserved. 6

9 Aras Innvatr 11 Installatin Guide Server Nte: Administrative privileges are required fr each server cmpnent t be prperly installed and/r cnfigured. Table 4: Platfrm Cmpnent Platfrm Versin Operating System MS Windws Server R2 Web Server MS Internet Infrmatin Server 8 7.Net.Net Framewrk 4.0 Relatinal Database MS SQL Server R2 Reprt Server (Optinal) MS SQL Server R2 Table 5: Cnfiguratin System Requirement Prcessr Speed Free Disk Space Main Memry Mnitr 2.0 GHz 1.0 GB 4.0 GB 1024x 768 reslutin with 16-bit clr. Table 6: Netwrk Cnfiguratin System Requirement Netwrk File systems Micrsft TCP/IP Ethernet Netwrk Adapter NTFS 2014 Aras Crpratin All Cpyrights Reserved. 7

10 Aras Innvatr 11 Installatin Guide 2.2 Obtaining a Framewrk License Aras Innvatr sftware requires a special license key in rder t run. The license key is unique t each server running the Innvatr sftware. In rder t btain a license key, yu must knw the MAC address f yur server. T autmatically generate a License Key, visit the licensing page at Obtaining Yur Server MAC Address The MAC Address (Physical Address) f the Aras Innvatr server is required in rder t generate a license key. The MAC address has the fllwing frmat: A-C1-E2. This machine id can be determined by running the fllwing cmmand in a Cmmand Prmpt windw: C:\>ipcnfig/all The cmmand returns the machine s cnfiguratin infrmatin, including the Physical Address (MAC address) as belw: Figure Requesting a Framewrk License Once yu have btained the MAC Address f yur server, g t licensing page n the Aras website t autmatically generate a License Key at Alternately, cmmunity member with an active subscriptin package can send an t [email protected] r t yur accunt representative in the fllwing frmat: Subject Framewrk License needed Bdy MAC Address f the machine being installed n Versin f Innvatr Yu receive a reply cntaining the fllwing infrmatin License Key generated Be prepared, that the Aras Innvatr Setup Wizard requests this infrmatin, s have it ready Aras Crpratin All Cpyrights Reserved. 8

11 Aras Innvatr 11 Installatin Guide Upgrading frm Previus Versins The Aras Innvatr Installer cannt be used t upgrade yur Aras Innvatr cde tree r database frm a previus versin f Aras Innvatr. The versin f the database and the versin f the cde tree must match. If yu wish t upgrade frm a previus versin f Aras Innvatr, refer t the Aras Innvatr Release Ntes t see what path t take r cntact Aras at [email protected] t discuss yur upgrade ptins Aras Crpratin All Cpyrights Reserved. 9

12 Aras Innvatr 11 Installatin Guide 3 Installing Aras Innvatr 3.1.Net Client Cnfiguratin The Aras Innvatr - Installatin Guide walks yu thrugh the steps needed t install Aras Innvatr and upn cmpletin yur IT System Administratrs shuld review the relevant dcument fr client settings cnfiguratin. Aras Innvatr 11 - Client Settings fr Internet Explrer n Windws Aras Innvatr 11 - Client Settings fr Firefx n Windws Aras Innvatr 11 - Client Settings fr Firefx n Mac The client settings dcument walks yu thrugh the necessary steps t cnfigure client PC machines t run the Aras Innvatr sftware. These dcuments can be fund in the Dcumentatin flder f the Aras Innvatr CD image. 3.2 Installing Aras Innvatr Server The Aras Innvatr installatin file may be btained frm the Aras Innvatr CD Image. It is recmmended nt t delete this cpy f the MSI file when the installatin is cmplete. 3.3 Run the InnvatrSetup.msi File Duble click n the file InnvatrSetup.msi t start the Aras Innvatr Installer Welcme Page The first screen f the Installer is shwn belw. Click Next t prceed r Cancel t exit setup. Figure Aras Crpratin All Cpyrights Reserved. 10

13 Aras Innvatr 11 Installatin Guide License Agreement Make sure that yu read the license agreement carefully befre agreeing and prceeding with the install. Figure 3. This screen allws yu t print the license agreement using a rich text editr, such as Wrdpad, by clicking Print. The Next buttn remains disabled, until the I accept the terms in the license agreement ptin is selected. 1. Click Next t prceed with installatin. 2. Click Back t return t the previus screen. 3. Click Cancel t exit setup Aras Crpratin All Cpyrights Reserved. 11

14 Aras Innvatr 11 Installatin Guide Prerequisites and Dcumentatin Ensure yu have reviewed the Aras Innvatr Installatin Guide and have all necessary cmpnents installed and cnfigured n the server. Figure 4. Yu have Administratr lgin access t the IIS server: Yu have administrative right n the cmputer yu are installing t, and have the IIS server installed and cnfigured. SQL Server is installed and yu have a lgin with admin privileges: Yu have installed a MS SQL Server instance n the database server Yu must have SQL Server Authenticatin enabled Yu knw the SQL Server lgin/passwrds needed fr installatin. License Key issued frm Aras If yu have nt btained a license key at this time, d s nw. See sectin 2.2 Obtaining a FrameWrk License. Nte: The Next buttn is enabled nly after yu select all the three ptins. Request a License Key Click Request t autmatically g t the license request page at Dwnlad Installatin Dcumentatin Click Dwnlad t autmatically g t the dcumentatin page at Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Aras Crpratin All Cpyrights Reserved. 12

15 Aras Innvatr 11 Installatin Guide Aras Innvatr Destinatin Flder Figure 5. This screen allws yu t specify the directry t which Innvatr shuld be installed. The default directry path is C:\Prgram Files (x86)\aras\innvatr. But, yu can click Change t select a directry f yur chice. This dcument assumes the default value. Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Aras Crpratin All Cpyrights Reserved. 13

16 Aras Innvatr 11 Installatin Guide Setup Type Figure 6. Specify either the Cmplete r Custm ptin fr installatin. Cmplete: This ptin installs Innvatr with all the features. Custm: This ptin allws the user t select nly the feature set necessary. By default, the Custm ptin is selected. The default custm installatin installs the Innvatr Server, Vault Server, and Database Server, but nt the Cnversin Server. Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Aras Crpratin All Cpyrights Reserved. 14

17 Aras Innvatr 11 Installatin Guide Custm Setup Figure 7. If yu chse Custm Setup Type, the screen shwn in Figure 7 will be displayed. If yu chse Cmplete Setup Type, g t sectin License Cnfiguratin fr the fllwing steps. Chse the features f Aras Innvatr yu want t have installed in yur system: Innvatr Server Vault Server Databases Cnversin Server. Select/deselect the services by clicking n the drpdwn. Nte: This dcument assumes a custm installatin was chsen, excluding the Cnversin Server. It is assumed the Cnversin Server is installed n a separate server frm the Innvatr Server in a prductin instance. Fr mre infrmatin, refer t sectin 5.12 Installing Separate Cnversin Server. Depending n the ptins yu chse, the number f screens displayed during installatin is different. If yu chse nly ne ptin, it is represented nly by a subset f screens featured here. Click Change t specify the install directry. Click Help t view the help fr the current screen. Click Space t view the disk size requirements and availability. Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Aras Crpratin All Cpyrights Reserved. 15

18 Aras Innvatr 11 Installatin Guide License Cnfiguratin Figure 8. License Key: A Framewrk License key btained frm Aras Crpratin. If yu have nt btained a license key at this time, d s nw. (Refer t sectin 2.2 Obtaining a FrameWrk License) Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Server Web Alias Setup Figure Aras Crpratin All Cpyrights Reserved. 16

19 Aras Innvatr 11 Installatin Guide Web alias - Web Alias is used t create the virtual directry fr the Innvatr Server and therefre t access Aras Innvatr. T access Aras Innvatr, type a URL f the frm: Fr example, if yu were t select the default Web Alias InnvatrServer, then access it as: where, <servername> is the name r IP address f the server hsting Aras Innvatr (if it is installed lcally, then yu can refer t the server as lcalhst) Nte: It is recmmended that yu fllw standard Web Alias restrictins when selecting a name. If yu are unsure what this means, restrict yurself t alphanumeric characters. It is als recmmended that the cmplete URL shuld nt cntain underscre characters, because it can interfere with the lading f sessin ckies. Set up lcalhst fr Aras Innvatr This ptin is intended fr evaluatin purpses nly. This resets the permissins fr the Lcal Intranet Zne f Internet Explrer, and add a.net Security Plicy fr t the installatin machine. A desktp icn is added at the end f the installatin, giving yu instant access t the installed Aras Innvatr via Internet Explrer, with the minimum required permissins. It is nt recmmended t use this ptin when installing t a prductin server. Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup SMTP Setup This screen allws yu t specify the SMTP server t be used within Aras Innvatr t send s n lifecycle prmtins, wrkflw tasks, etc. Figure Aras Crpratin All Cpyrights Reserved. 17

20 Aras Innvatr 11 Installatin Guide In the SMTP Server field, specify a direct URL t yur SMTP Server. This allws Aras Innvatr t send directly t yur SMTP Server fr immediate prcessing. By default, the SMTP Server value is set t queue, but shuld be updated t pint t a valid SMTP server n yur netwrk. Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Language Cnfiguratin This screen allws yu t chse what additinal languages t install. Figure 11. English By default, the en-us lcale is installed with the English language. Japanese Selecting this ptin installs the ja-jp lcale with the Japanese language. Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Vault Server Preferences This screen allws yu t specify the Vault Name, the Applicatin Server URL, and the lcal path fr files fr the Vault Server which is used with the Aras Innvatr Server Aras Crpratin All Cpyrights Reserved. 18

21 Aras Innvatr 11 Installatin Guide Figure 12. Vault Name - The Vault instance t be installed. All new instances f Innvatr must cntain ne vault named Default. Alternate r additinal vaults may be cnfigured separately after the initial installatin. Applicatin Server URL - Since Vault Server is nt a standalne applicatin, and is useful nly alng with the Aras Innvatr Server, this field allws yu t specify the Applicatin Server URL fr the instance f Aras Innvatr yu are ging t use with this Vault Server. The Applicatin Server URL is f the fllwing frmat: where: <servername> is the name f the server where the Innvatr Server is running. Fr example, if it is running n the lcal machine, the server is lcalhst <web_alias> is the name f the Aras Innvatr Server Virtual Directry and cnsequently the name that is used t access the Aras Innvatr Server. This is the same Web Alias that yu specified earlier in sectin Server Web Alias Setup. A best practice is fr a standard install is Lcal Path Fr Files - the full lcal path t the directry n this machine where yu wuld like the files t be stred. This flder shuld be in a lcatin where there is sufficient disk space t accmmdate the files yu expect users t check int the system, and shuld als be in a lcatin where the files will nt be deleted by prcesses ther than the Vault Server, as these files are being managed by Aras Innvatr. A best practice t select a flder with a knwn label that will nt be deleted in a lcatin with adequate disk space. The installer defaults t the lcal drive with the mst available disk space and recmmend the \Aras\Vault flder. (Example: C:\Aras\Vault) Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Aras Crpratin All Cpyrights Reserved. 19

22 Aras Innvatr 11 Installatin Guide Cnversin Server Preferences (Optinal) This tier f the installatin is disabled by default as Cnversin Servers are typically installed n a separate server in prductin. Fr mre infrmatin, refer t sectin 5.12 Installing Separate Cnversin Server. If yu are nt installing a Cnversin Server n the same Server as the Innvatr Server, skip t sectin Cnfigure Database. This screen allws yu t specify the Cnversin Server Name and the Applicatin Server URL fr the Aras Innvatr Server. Figure 13. Cnversin Server Name - The Cnversin Server instance t be installed. If the Innvatr Server is being installed as well, this field is disabled. This is the name f the applicatin installed in IIS. Additinal Cnversin Servers may be cnfigured separately after the initial installatin. Applicatin Server URL - since Cnversin Server is nt a standalne applicatin, and is useful nly alng with the Aras Innvatr Server, this field allws yu t specify the Applicatin Server URL fr the instance f Aras Innvatr yu are ging t use with this Cnversin Server. The Applicatin Server URL is f the fllwing frmat: Where: <servername> is the name f the server where the Innvatr Server is running. Fr example, if running n the lcal machine, this is lcalhst <web_alias> is the name f the Aras Innvatr Server Virtual Directry. This is the same Web Alias as specified in the sectin Server Web Alias Setup. Click Next t prceed with installatin. Click Back t return t the previus screen. Click Cancel t exit setup Aras Crpratin All Cpyrights Reserved. 20

23 Aras Innvatr 11 Installatin Guide Cnfigure Database This screen allws yu setup ne r mre Aras Innvatr databases. Yu must have SQL Server Authenticatin enabled n yur Micrsft SQL Server instance t install and run Aras Innvatr. Figure 14. Nte: Database Server This refers t the SQL Server instance yu wish t install t. By default this is set t the first available SQL Server instance n the lcal machine, but can be set t any valid SQL Server Registratin instance. T set this value, simply key in the name f a knwn instance r select Brwse t see what SQL Server registratins the installer recgnizes as available. Cnfiguratin Optins This is the methd by which yu chse t install the Aras Innvatr database. Each ptin is explained separately in the fllwing sub-sectins. Create a new database Ppulate an existing database Use an existing database Cnfigure nly (n validatins) The Next buttn is enabled nly after yu cmplete the database installatin and cnfiguratin. Yu must cnfigure at least ne database befre prceeding with the installatin Aras Crpratin All Cpyrights Reserved. 21

24 Aras Innvatr 11 Installatin Guide Create a new database This ptin is used t create a new database. This is the mst cmmn cnfiguratin fr new installatins f Aras Innvatr. Figure 15. DBA Lgin Optins In rder t install a database, we must first cnnect t the database server. There are tw methds f establishing a cnnectin t the database server. Windws Authenticatin Cnnect t SQL server as the current lgged in user. SQL Server Authenticatin Cnnect as the SQL Server Administratr Lgin ID the lgin f the DBA with permissins t create new databases. Check with yur system s DBA what this parameter shuld be. Passwrd the passwrd fr the lgin used t create the database. Again, check with yur system s DBA what this parameter shuld be. Yu need t click Cnnect nce the lgin details are prvided. This allws the installer t cnfirm cnnectin t the SQL Server instance befre prceeding further. Database Lgin Optins Create a new database als creates the innvatr database user and the SQL Server lgin defined in this sectin f the Cnfigure Database screen with privileges as a database wner f the database created. The innvatr database user must be the 2014 Aras Crpratin All Cpyrights Reserved. 22

25 Aras Innvatr 11 Installatin Guide database wner in MS SQL Server and des NOT use the SA lgin t lg int the database. (See als sectin 8 Database Owner Cnfiguratin) Lgin ID - This is the lgin that is used by the innvatr database user. The installer maps this lgin t the innvatr database user after the innvatr database user is created. The installer creates the innvatr database user with rights as a database wner. This user is used t create all Aras Innvatr bjects in the database. D nt use the SA lgin. Passwrd - Yu need t specify the passwrd fr the database user lgin that is cnfigured. Database Optins The name and type f database t be installed. Database Template - Select either Innvatr Slutins r Innvatr Cre as the template t be used fr the creatin f the new database. The Innvatr Cre database cntains nly the cre data structures f Aras Innvatr. The Innvatr Slutins database includes the cre cmpnents plus additinal data elements fr the Prgram Management, Prduct Engineering and Quality Planning slutins. Database Name - Specify the name yu wish yur new Aras Innvatr SQL Server database t be called r accept the default name prvided. When all fields are cmplete, click Cnfigure Database t install the database. Nte: The Next buttn is enabled nly after yu cmplete the database installatin and cnfiguratin. Once yu have installed a database, yu may change the database cnfiguratin ptins and install again, r yu can select Next t prceed with the installatin. Yu must cnfigure at least ne database befre prceeding with the installatin Aras Crpratin All Cpyrights Reserved. 23

26 Aras Innvatr 11 Installatin Guide Ppulate an existing database This ptin is used t ppulate an existing empty database with the required data and t add this data base t the Aras Innvatr cnfiguratin file t be used with this installatin f Aras Innvatr. Yu must knw the user lgin mapped t the innvatr database user t use this ptin. This ptin is used when nly the lgin assciated with the innvatr user is knwn. Figure 16. Database Lgin Optins This is the lgin assciated with the innvatr database user, and must be the database wner in MS SQL Server but des NOT use the super admin (SA) lgin t lg int the database. (See als sectin 8 Database Owner Cnfiguratin) Lgin ID - This is the lgin that is used by the innvatr database user. This user is used t create all Aras Innvatr bjects in the database. Nte: D nt use the SA lgin. Passwrd - Yu need t specify the passwrd fr the database user lgin. Yu need t click Cnnect nce the lgin ptins have been filled ut. This allws the installer t cnfirm cnnectin t the SQL Server instance befre prceeding. Database Optins The name and type f database t be installed Aras Crpratin All Cpyrights Reserved. 24

27 Aras Innvatr 11 Installatin Guide Database Template - Select either Innvatr Slutins r Innvatr Cre as the template t be used fr the creatin f the new database. The Innvatr Cre database cntains nly the cre data structures f Aras Innvatr. The Innvatr Slutins database includes the cre cmpnents plus additinal data elements fr the Prgram Management, Prduct Engineering and Quality Planning slutins. Database Name - Specify the name f the database yu are installing t. This value may be keyed in r click Brwse t see what SQL Server registratins the installer recgnizes as available. When all fields are cmplete, click Cnfigure Database t install the database. Nte: The Next buttn is enabled nly after yu cmplete the database installatin and cnfiguratin. Once yu have installed a database, yu may change the database cnfiguratin ptins and install again, r yu can select Next t prceed with the installatin. Yu must cnfigure at least ne database befre prceeding Aras Crpratin All Cpyrights Reserved. 25

28 Aras Innvatr 11 Installatin Guide Use an existing database This ptin is means t add an existing Aras Innvatr database t the cnfiguratin file used with the newly installed Aras Innvatr. The database must be cmpliant with the versin f Aras Innvatr being installed; meaning that the data it is ppulated with must be cmpliant with the current versin f Aras Innvatr. Als, yu must knw the user lgin mapped t the innvatr database user. Figure 17. Database Lgin Optins This is the lgin assciated with the innvatr database user, and must be the database wner in MS SQL Server but des NOT use the SA lgin t lg int the database. (See als sectin 8 Database Owner Cnfiguratin) Lgin ID - This is the lgin that is used by the innvatr database user. This user is used t create all Aras Innvatr bjects in the database. Nte: D nt use the SA lgin. Passwrd - Yu need t specify the passwrd fr the database user lgin. Database Optins The name and type f database t be installed. Database Name - Specify the name f the database yu are installing t. This value may be keyed in r click Brwse t see what SQL Server registratins the installer recgnizes as available Aras Crpratin All Cpyrights Reserved. 26

29 Aras Innvatr 11 Installatin Guide When all fields are cmplete, click Cnfigure Database t install the database. Nte: The Next buttn is enabled nly after yu cmplete the database installatin and cnfiguratin. Once yu have installed a database, yu may change the database cnfiguratin ptins and install again, r yu can select Next t prceed with the installatin. Yu must cnfigure at least ne database befre prceeding Cnfigure nly (n validatins) This ptin is means t add an existing Aras Innvatr database t the cnfiguratin file used with the newly installed Aras Innvatr. The database must be cmpliant with the versin f Aras Innvatr being installed; meaning that the data it is ppulated with must be cmpliant with the current versin f Aras Innvatr. Als, yu must knw the user lgin mapped t the innvatr database user. The difference between this ptin and Use an existing database ptin is that the lgin des nt validate the lgin credentials against the database. This ptin is mainly prvided fr develpment purpses. Figure 18. Database Lgin Optins This is the lgin assciated with the innvatr database user, and must be the database wner in MS SQL Server but des NOT use the SA lgin t lg int the database. (See als sectin 8 Database Owner Cnfiguratin) Lgin ID - This is the lgin that is used by the innvatr database user. This user is used t create all Aras Innvatr bjects in the database Aras Crpratin All Cpyrights Reserved. 27

30 Aras Innvatr 11 Installatin Guide Nte: D nt use the SA lgin. Passwrd - Yu need t specify the passwrd fr the database user lgin. Database Optins The name and type f database t be installed. Database Name - Specify the name f the database yu are installing t. This value may be keyed in r select Brwse t see what SQL Server registratins the installer recgnizes as available. When all fields are cmplete, click Cnfigure Database t install the database. Nte: The Next buttn is enabled nly after yu cmplete the database installatin and cnfiguratin. Once yu have installed a database, yu may change the database cnfiguratin ptins and install again, r yu can select Next t prceed with the installatin. Yu must cnfigure at least ne database befre prceeding Begin the Installatin Figure 19. This screen is displayed next, whether yu chse Custm r Cmplete Install. Click Install t start the installatin f the features. Warning Yu n lnger can make any changes, nce yu click Install n this screen. If User Access Cntrl (UAC) is enabled n the Server, then yu are prmpted t grant higher permissins. Click Yes Aras Crpratin All Cpyrights Reserved. 28

31 Aras Innvatr 11 Installatin Guide Figure 20. Click Back t return t the previus screen. Click Cancel t exit setup Installatin Status This screen shws the installatin status. Click Cancel t exit setup. Figure Aras Crpratin All Cpyrights Reserved. 29

32 Aras Innvatr 11 Installatin Guide Installatin Cmpleted The screen belw is the last in the installatin wizard. Figure 22. The G buttns pen up a web brwser t Aras web pages. Lcatin fr dwnlads, dcumentatin, and ther Aras Innvatr supprt infrmatin. Lcatin f frums and blgs relating t usage, best practices, and verall enhancement f the Aras Innvatr experience. Click Finish t cmplete the installatin prcess and clse the installer. Nte: Make sure nt t delete yur installer frm yur hard drive when yu are dne with an installatin. Yu must reuse the same installer t install ther instances f Aras Innvatr r its cmpnents Aras Crpratin All Cpyrights Reserved. 30

33 Aras Innvatr 11 Installatin Guide 4 Lgging int Aras Innvatr Aras Innvatr uses a Web Brwser as the cntainer fr its administratin and end-user interface. Refer t the relevant dcument fr client settings cnfiguratin. Aras Innvatr 11 - Client Settings fr Internet Explrer n Windws Aras Innvatr 11 - Client Settings fr Firefx n Windws Aras Innvatr 11 - Client Settings fr Firefx n Mac A user with administratr rights typically perfrms custmizatin f Aras Innvatr. Initial setup f Aras Innvatr determines the admin user name lgn. By default, the user admin has a lgn passwrd f innvatr. T lg n as administratr 1. Open an Internet Explrer brwser and pint yur web brwser at Figure 23. Nte: The cmplete lgin URL is determined by the Web Server virtual directry name setup. (e.g Enter the default lgin infrmatin. a. Enter the default administratr s designated username and passwrd (username admin, passwrd innvatr ). b. Select the crrect database frm the drp dwn menu. This is the database yu named in the InnvatrServerCnfig.xml 3. Click Lgin. Nte: Anyne is able t lg in with administrative accesses with this default user. While this is acceptable in a develpment envirnment, it is recmmended that yu setup a new accunt fr prductin databases with administrative privileges, and disable this lgin Aras Crpratin All Cpyrights Reserved. 31

34 Aras Innvatr 11 Installatin Guide 5 Cnfiguring Aras Innvatr (Optinal) Aras Innvatr uses a cnfiguratin file t manage licensing and server infrmatin that is required t successfully start, lcate, and cnnect t active cmpnents in its peratin. Yu can custmize and cnfigure varius aspects as per yur requirements. 5.1 Time Znes Aras Innvatr has tw basic cnfiguratins fr time zne supprt, Lcal Time Zne and Crprate Time Zne Lcal Time Zne If all client PC machines accessing Aras Innvatr and the server running Aras Innvatr are in the same lcatin, r at least in the same time zne, then n time zne cnfiguratin is required. All time znes n the user client PC machines Aras Innvatr and the Aras Innvatr servers must match t use the Lcal Time Zne. This is the default mde defined after installatin f Aras Innvatr and is fine fr test and develpment envirnment, but ften des nt wrk fr prductin envirnments. Use f the Prgram Management slutin, hwever, requires that the CrprateTimeZne variable be specified Crprate Time Zne If yur users access Aras Innvatr frm multiple time znes, yu shuld cnfigure Aras Innvatr t have ne crprate time zne that the Innvatr Server can reference. This time zne is used fr calculating things like when Prject Activities becme active. Setting the Crprate Time Zne shuld be dne befre users begin t wrk with the system in prductin. If it is dne after users have begun t use the system, yu have t get all users t lg ut f the system befre enabling the Crprate Time Zne. T set the Crprate Time Zne, use the fllwing steps: 1. Lg int Aras Innvatr as an administratr 2. Frm the TOC, select Administratin --> Variables 3. Frm the main tlbar, select Create a New Item Aras Crpratin All Cpyrights Reserved. 32

35 Aras Innvatr 11 Installatin Guide 4. Set the Name = CrprateTimeZne Figure Set the Value accrding t the registry key name f the required time zne. HKEY_LOCAL_MACHINE\SOFTWARE\Micrsft\Windws NT\CurrentVersin\Time Znes 6. Set the Default Value t the value which the variable shuld default if Value field is empty. 7. Save, Unlck, and Clse the Variable Item. 8. Lg ut f Aras Innvatr. 9. Restart the Wrld Wide Web Publishing service n the server running the Innvatr Server tier f Aras Innvatr. The end result is shwn in the main Aras Innvatr windw. Fr users whse lcal time des nt match the crprate time, the UI displays bth the lcal time and the crprate time: Figure 25. Fr users wh are have n difference between lcal time and crprate time, the Innvatr displays nly ne time: 2014 Aras Crpratin All Cpyrights Reserved. 33

36 Aras Innvatr 11 Installatin Guide Figure 26. The difference in time is established when the user first lgs int Aras Innvatr Update Time Zne Data With the peridic changes t Time Zne infrmatin as well as Daylight Savings it is necessary that the time zne data within Aras Innvatr be updated. Similar t Windws Updates, this new infrmatin is needed t be laded int yur system. T update the time zne data fr yur instance, use the fllwing steps: 1. Lg int Aras Innvatr as an administratr 2. Frm the menu bar, select Actins --> Update Timeznes Data This saves the tzupdate.xml t yur Wrking Directry. 3. Once the file is finished dwnlading, a File Dialg appears. Select the tzupdate.xml file that is dwnladed. 4. Click OK when update has cmpleted. 5.2 Client Caching Cnfiguratin Aras Innvatr can cnfigure the behavir fr caching temprary internet files in the Internet Explrer wrker prcess running the Aras Innvatr client. Specifically, the Innvatr Server settings verride the behavir f Internet Explrer when checking t see if a page yu have previusly viewed has a newer versin. This ability is used t increase perfrmance ver wide area netwrks where latency is an issue, but can have an impact fr all end users. There are tw parameters that can be used t cntrl client sessin behavir: 1. RequiredSyncMde5: This setting cntrls hw Internet Explrer checks fr newer versins f pages. It is lcated in the InnvatrServerCnfig.xml file in at the rt f yur installatin (Example: C:\Prgram Files (x86)\aras\innvatr\). This setting is part f the IEClient tag: <Innvatr> <UI-Tailring lgin_lg="... <IEClient RequiredSyncMde5="Autmatically" /> <perating_parameter key="debug_lg_flag" value="false" /> This parameter has 2 settings EveryVisit Internet Explrer checks every time t see if a page yu have viewed previusly has a newer versin. Autmatically Internet Explrer decides when t check t see if a page yu have previusly viewed has a newer versin. Recmmended prductin setting. 2. filesrevisin: 2014 Aras Crpratin All Cpyrights Reserved. 34

37 Aras Innvatr 11 Installatin Guide This setting cntrls when the client machine has t refresh all Aras Innvatr settings, used whenever there is an upgrade t the Innvatr. This setting is in the web.cnfig file, in the \Innvatr\Client\ directry (Example: C:\Prgram Files (x86)\aras\innvatr\innvatr\client\). The setting is part f the chachingmdule tag. </runtime> <cachingmdule mduleenabled="true" filesrevisin="std" /> </cnfiguratin> Every time a change is made t the static cntent n the server (html, images, etc.) yu need t change this value frm std t 2, 3, 4, etc. As with any change t prductin, Aras strngly suggests yu ntify users t lg ut f their current sessin while deplying the change. Any changes made t the Aras Innvatr installatin require the fllwing steps t ensure deplyment t all users: 1. Deply the change t the installed cde tree n the server. 2. Edit the web.cnfig file in the Client flder. 3. Set the apprpriate filesrevisin value:... </runtime> <cachingmdule mduleenabled="true" filesrevisin="2" /> </cnfiguratin> 4. Restart the w3svc service(iis). 5.3 DB Cnnectin This sectin prvides the fundamental data enabling the Aras Innvatr server t cnnect t the Aras Innvatr database. Use this sectin t manually create custm cnnectins t existing databases. Variable id database server uid pwd Definitin Any alphanumeric name t be used t identify the database when using Innvatr. The name f the Aras Innvatr database in SQL Server The name f the server where the database is installed. The username t cnnect t the abve database The passwrd fr the username listed abve database Belw is an example f a prperly frmatted DB Cnnectin sectin f the InnvatrServerCnfig.xml. Micrsft SQL Server database <DB-Cnnectin id="innvatr" database="innvatrslutins" server="lcalhst" uid="innvatr" pwd="innvatr" /> Edit the InnvatrServerCnfig.xml file lcated in rt f the install directry. C:\Prgram Files\Aras\Innvatr 2014 Aras Crpratin All Cpyrights Reserved. 35

38 Aras Innvatr 11 Installatin Guide 1. Id = Innvatr Name yu wish t appear in the drp dwn list when accessing Innvatr. If the id attribute is nt present in the entry, then database name is used t identify the database when using Innvatr. Select this name carefully, as it is als the name f the flder yu vault files are stred in. 2. database = InnvatrSlutins name f the database yu are cnnecting t 3. server = Lcalhst the name f the SQL Server instance where the database installed 4. uid = innvatr The username t cnnect t the abve database. 5. pwd = innvatr The passwrd t cnnect t the abve database 5.4 Custmizing/Tailring User Interface If desired, edit the UI Tailring sectin f the InnvatrServerCnfig.xml. This sectin f the InnvatrServerCnfig.xml file allws the custmer t mdify the lgin screen, the main screen title bar, and the banner page (if any). Variable lgin_splash branding_img prduct_name banner_url banner_height pener_fcus_n_lgut windw_histry_back_befre_lgin Definitin The URL (relative t the Innvatr hme directry) t the image t be used n the Innvatr lgin screen The URL (relative t the Innvatr hme directry) t the image t be used n the Innvatr lgin screen The title t be used n the main Innvatr windw title bar The URL (relative t the Innvatr hme directry) t the HTML page t be used as the Innvatr banner. The height f the banner sectin f the main Innvatr windw, if n banner is desired, set this value t 0. If false then Aras Innvatr des nt try t give the pener windw fcus when the user lgs ut f Aras Innvatr. This defaults t true. If false then the /Client/scripts/default.aspx des nt try t d a histry.back() after it creates the lgn pp-up windw in which the /Client/scripts/innvatr.aspx run. By default, this is true. If false then the /Client/scripts/default.aspx des nt try t d a histry.back() after it creates the lgn pp-up windw in which the /Client/scripts/innvatr.aspx run. Belw is an example f a prperly frmatted UI Tailring sectin f the InnvatrServerCnfig.xml file. <UI-Tailring lgin_splash="../images/aras-innvatr.svg" branding_img="../images/aras-innvatr.svg" prduct_name="aras Innvatr" banner_url="../scripts/banner.aspx" banner_height="50" /> 2014 Aras Crpratin All Cpyrights Reserved. 36

39 Aras Innvatr 11 Installatin Guide 5.5 Enabling the Debugging f Methds Aras Innvatr Methds are cmpiled befre executin. The default behavir f Aras Innvatr is nt t generate these methds temprary files. If this setting is enabled, these files are stred in the file system in the \Innvatr\Server\dll flder f the installatin. Because the files are generated at runtime, the DLL files generated in this flder d nt list the Aras Crpratin cmpany name r the Aras Innvatr prduct name in file prperties. Further, the DLL files generated in this flder at runtime d nt have a digital signature. T enable the generatin f these files in the file system, yu need t add the fllwing tag t the InnvatrServerCnfig.xml, fund in the rt f yur installatin flder. <Innvatr> <UI-Tailring lgin_lg="... <IEClient RequiredSyncMde5="Never"/> <perating_parameter key="debugservermethd" value="true" /> <perating_parameter key="debug_lg_flag" value="false" /> T disable the use f this flder again, yu simply need t change the value t false. <Innvatr> <UI-Tailring lgin_lg="... <IEClient RequiredSyncMde5="Never" /> <perating_parameter key="debugservermethd" value="false" /> <perating_parameter key="debug_lg_flag" value="false" /> Disabling the use f this flder has n negative effect n a prductin system. 5.6 Installing the Reprting Service Aras Innvatr uses integratin with Micrsft SQL Server Reprting Service. This service must be installed and cnfigured in rder t run Aras Innvatr reprts. Refer t the Aras Innvatr - Micrsft Reprting Services Guide fr details n installing and cnfiguring the service. This dcument can be fund at r in the Dcumentatin flder f the Aras Innvatr CD Image. 5.7 Cnfiguring Aras Innvatr fr Single Sign-On The Aras Innvatr Single Sign-On feature prvides a mechanism fr custmers t take advantage f their existing user authenticatin scheme s that an Innvatr lgin can be prcessed withut the user entering an Innvatr specific passwrd. This new feature has been architected s that it can be easily cnfigured t adapt t an Active Directry envirnment r, if the custmer has anther user authenticatin scheme, hks have been included t integrate a nn-standard methd. Refer t the Aras Innvatr Windws Authenticatin dcument. This dcument can be fund in the Dcumentatin flder f the CD Image and utlines cnfiguring yur Aras Innvatr installatin fr user authenticatin. 5.8 Cnfiguring the Aras Innvatr Service The Aras Innvatr Service is a Windws executable prgram that runs as a Windws Service. It is used t autmatically run Aras Innvatr Methds n a peridic schedule, as specified in the InnvatrServiceCnfig.xml file. A single running instance f the Aras Innvatr Service can be cnfigured t peridically cnnect t any number f Aras Innvatr Servers and fr each Aras Innvatr 2014 Aras Crpratin All Cpyrights Reserved. 37

40 Aras Innvatr 11 Installatin Guide Server run any number f Methds. The standard Windws Event Viewer is used fr lgging f prgram status and errr messages. Refer t the Aras Innvatr - Service Instructins dcument fr infrmatin n cnfiguring yur Aras Innvatr installatin t use this service. This dcument can be fund in the Dcumentatin flder f the CD Image. 5.9 Cnfiguring Custm Installatins When using the custm install ptin certain files must be cnfigured t allw Aras Innvatr cmpnents t wrk tgether. 1. The Aras Innvatr Server must knw where the database is installed. Fr the system where Aras Innvatr Server is installed, fllw the steps utlined in sectin 5.3 DB Cnnectin. The Database must pint t the designated vault lcatin. T set up the vault: a. Lg in as administratr. b. Expand the Administratin Flder, select File Handling, and click Vaults. c. Select the buttn frm the tp left f the vault brwser windw and select the Default vault that cmes up d. Right-click n Default vault, and select Edit frm the cntext menu. The dialg belw is displayed: Figure 27. e. Name Default (we are cnfiguring the Default vault server) f. Vault Url Pattern This is the IIS path t the VaultServer.aspx. By default, this path shuld be: $[HTTP_PREFIX_SERVER]$[HTTP_HOST_SERVER]$[HTTP_PORT_SERVER]$[HTTP_PA TH_SERVER]/vault/vaultserver.aspx Nte: If the Vault Sever is installed n a separate machine than the Innvatr Server, then the web alias may need t be hard cded: Aras Crpratin All Cpyrights Reserved. 38

41 Aras Innvatr 11 Installatin Guide g. Vault Url This field is updated autmatically after the vault infrmatin is saved. h. Click the (save, unlck, and clse buttn). 2. The Vault Server shuld have access t the Aras Innvatr Server and Database Server The vault server must knw the lcatin f the InnvatrServer.aspx. Here is hw t cnfigure it: a. Open the file VaultServerCnfig.xml. This file shuld be lcated in the rt f the installed directry fr the Vault server, fr example: C:\Prgram Files\Aras\Innvatr\VaultServerCnfig.xml b. Change the AppServerURL t pint t the InnvatrServer.aspx. S, <AppServerURL>$[HTTP_PREFIX_SERVER]$[HTTP_HOST_SERVER]$[HTTP_PORT_SE RVER]$[HTTP_PATH_SERVER]/Server/innvatrserver.aspx</AppServerURL> becmes: <AppServerURL> Cnfiguring Alternate Vaults Installatins When using the custm install ptin certain files must be cnfigured t allw Aras Innvatr cmpnents t wrk tgether. 1. Run a custm installatin t set up the new vault, which in this example, we call New. The Database must pint t the designated vault lcatin. T set up the vault: a. Lg in as administratr. b. Expand the Administratin Flder and Select Vaults. c. Click Create a New Item frm the tp left f the vault brwser windw. The dialg belw is displayed. Figure Aras Crpratin All Cpyrights Reserved. 39

42 Aras Innvatr 11 Installatin Guide d. Name New (The name f the vault server we are cnfiguring) e. Vault Url Pattern This is the IIS path t the VaultServer.aspx. Because this is nt the default vault the URL shuld be hard cded: When a vault is installed stand-alne, the default web alias is: f. Vault Url Leave blank. It gets filled autmatically after the new vault is saved. g. Click the Save, unlck, and clse buttn. 2. The Vault Server shuld have access t the Aras Innvatr Server and Database Server, meaning that the vault server must knw the lcatin f the InnvatrServer.aspx. Here is hw t cnfigure it: a. Open the file VaultServerCnfig.aspx. This file shuld be lcated in the rt f the installed directry fr the Vault server, fr example: C:\Prgram Files\Aras\Innvatr\VaultServerCnfig.xml b. Change the AppServerURL t pint t the InnvatrServer.aspx. S, <AppServerURL>$[HTTP_PREFIX_SERVER]$[HTTP_HOST_SERVER]$[HTTP_PORT_SE RVER]$[HTTP_PATH_SERVER]/Server/innvatrserver.aspx</AppServerURL> becmes: <AppServerURL> c. Change the vault name in the file, t the name f the server we are using, in this case New. <name>default</name> becmes: <name>new</name> 5.11 Vault Cnfiguratins This sectin details abut Vault related cnfiguratin ptins such as cnfiguring vault file uplad size limit, fixing vault file uplad errr, cnfiguring vault security, and ther ptinal parameters Cnfiguring Vault File Uplad Size Limits The size f a file that can be upladed t Aras Innvatr is determined by yur IIS settings. T vault files larger than 500 Megs, yu need t change a cnfig file in the VaultServer. 1. Edit the file \VaultServer\web.cnfig 2. Change the line T <httpruntime maxrequestlength="500000" <httpruntime maxrequestlength=" " This value cntrls the maximum file uplad size t the vault. The change utlined here allws yu t vault files up t 2 GB in size. 3. Add the fllwing highlighted lines <security> <requestfiltering> <requestlimits maxallwedcntentlength=" "/> 2014 Aras Crpratin All Cpyrights Reserved. 40

43 Aras Innvatr 11 Installatin Guide </requestfiltering> </security> </system.webserver> </cnfiguratin> The value highlighted in red allws yu t vault files up t 2GB in size. 4. Restart IIS n the server Fixing Vault File Uplad Errr An errr may be displayed when uplading a file with a size greater than 30MB t the Vault in the brwser (Internet Explrer r Firefx). In Mzilla FireFx, the fllwing errr may be displayed: Server returned invalid SOAP Message; details: XML Parsing Errr: syntax errr Lcatin: Line Number 1, Clumn 1: The resurce yu are lking fr has been remved, had its name changed, r is temprarily unavailable. T reslve the issue in Internet Explrer r Firefx, execute all the steps listed in sectin Cnfiguring Vault File Uplad Size Limits Cnfiguring Vault Security The vault security feature that restricts the accessing f files directly in the vault server withut authenticatin and prper permissin can be disabled thrugh additin f the fllwing flag in the VaultServerCnfig.xml: <?xml versin="1.0" encding="utf-8"?> <VaultServer>...<AppServerURL> InnvatrServer.aspx</AppServerURL>..<LcalPath>C:\Aras\Vault</LcalPath>..<lgin_name>vadmin</lgin_name>..<passwrd>vadmin</passwrd>..<name>Default</name>..<versin>11.0</versin>..<enfrce_user_credentials>0</enfrce_user_credentials> </VaultServer> Setting enfrce_user_credentials t 0 disables this feature. Setting enfrce_user_credentials t 1 leaves this feature enabled. The default behavir is t have this security enabled and is recmmended fr prductin use Optinal Vault Cnfiguratin Parameters Sme IIS setups can have prblems with the chunk size when accessing files in the vault. If yu are experiencing issues accessing large files in the vault, yu may try the fllwing setting in yur VaultServerCnfig.xml. <?xml versin="1.0" encding="utf-8"?> <VaultServer>..<AppServerURL> InnvatrServer.aspx</AppServerURL>..<LcalPath>C:\Aras\vault\</LcalPath>..<lgin_name>vadmin</lgin_name>..<name>Default</name>..<passwrd>vadmin</passwrd> 2014 Aras Crpratin All Cpyrights Reserved. 41

44 Aras Innvatr 11 Installatin Guide <versin>9.1</versin> <WriteFileMaxLength> </WriteFileMaxLength> </VaultServer> The WriteFileMaxLength tag limits the size f the chunk size when transferring the file Installing Separate Cnversin Servers Cnversin Servers are used t cnvert specific File Types int anther file frmat. Fr example, the Aras CAD t PDF Cnverter cnverts CAD drawing files int its PDF files fr use as viewable files n the CAD Dcument ItemType. In a typical Aras Installatin, the Cnversin Server is recmmended t be installed n a separate server. Installing a Cnversin Server n the server that has Aras Innvatr installed causes a significant perfrmance impact. Refer t the Aras Innvatr Cnversin Server Setup Guide fr infrmatin n installing and cnfiguring a Cnversin Server. This dcument can be fund in the Dcumentatin flder f the CD Image Restarting the IIS Server After Cnfiguratin It is recmmended that yu restart IIS (Wrld Wide Web Publishing service) after any change t the InnvatrServerCnfig.xml file in rder t ensure the changes are enfrced n client PC machines. T Restart IIS: 1. Frm the Start menu select Start --> Settings--> Cntrl Panel --> Administrative Tls --> Services. 2. Select the Wrld Wide Web Publishing service. 3. Select Actin --> Restart frm the main menu Aras Crpratin All Cpyrights Reserved. 42

45 Aras Innvatr 11 Installatin Guide 6 Feature License Sme f the additinal features and add-ns require a Feature License in rder t run. Fr example, in rder t run the Batch Lader r perfrm Vault Replicatin, yu need a Feature License assciated with an Aras Supprt Subscriptin. The fllwing standard features require a Feature License: Vault Replicatin Batch Lader Aras CAD t PDF Cnverter Other Add-Ons can als require a Feature License, fr instance: Aras Requirement Management Slutin Aras Office Cnnectr Aras EPDM Cnnectr T check what Feature Licenses exist in Aras Innvatr: 1. Lg int Innvatr as an administratr. 2. Frm the TOC, select Administratin\Feature Licenses. 3. If a feature license is fund, check the expiratin date t cnfirm that the license is still active. 6.1 Requesting a Feature License In rder t request a feature license, custmers with an active Aras subscriptin can send an t [email protected] r t yur accunt representative in the fllwing frmat: Subject <Feature Name> activatin key required Bdy - Versin f Innvatr Yu receive a reply cntaining the Feature License activatin key. 6.2 Installing the License Once yu have the activatin key, install the feature license as fllws: 1. Lg int Innvatr as an administratr. 2. Frm the main menu tlbar select Tls >> Admin >> Licenses >> Activate Feature. Figure Paste the acquired activatin key and click Activate Feature Aras Crpratin All Cpyrights Reserved. 43

46 Aras Innvatr 11 Installatin Guide A success message shuld pp up similar t the ne shwn belw. Figure Aras Crpratin All Cpyrights Reserved. 44

47 Aras Innvatr 11 Installatin Guide 7 Trubleshting 7.1 HTTP Errr Internal Server Errr n Lgin If when attempting t lgin int Aras Innvatr yu get a standard Internal Server Errr: Figure 31. The mst cmmn cause is that Micrsft.NET 4.0 is installed prir t IIS being enabled. Such a cnfiguratin results in the ASP.NET cmpnents fr.net 4.0 nt being installed. T reslve this issue, yu need t install the ASP.NET cmpnents by running the fllwing thrugh the cmmand prmpt: %windir%\micrsft.net\framewrk\v \aspnet_regiis.exe iru 7.2 HTTP 401 Unauthrized Errr after Successful Lgin If after yu have successfully lgged int Aras Innvatr, yu receive a mdal dialg that pps up with the text Server Errr in InnvatrServer/NtificatinServer Applicatin The remte server returned an errr: (401) Unauthrized there is mst likely a missing cmpnent t yur Internet Infrmatin Services (IIS) installatin n yur server Aras Crpratin All Cpyrights Reserved. 45

48 Aras Innvatr 11 Installatin Guide Figure 32. The abve mdal dialg is subsequently fllwed by the next errr: Figure 33. This errr mst cmmnly ccurs n Windws Server 2008 and Windws Server 2008 R2 installatins. T reslve this errr, yu need t install the Windws Authenticatin Rle Service t int IIS by using the fllwing steps: 1. Open up Cntrl Panel --> Administrative Tls --> Server Manager. 2. Right click n Web Server (IIS) under the Rles n the TOC and select Add Rle services 3. Install the Windws Authenticatin rle service lcated under Security 2014 Aras Crpratin All Cpyrights Reserved. 46

49 Aras Innvatr 11 Installatin Guide Figure 34. After yu have installed the new Rle Service fr IIS yu may need t uninstall Aras Innvatr and install again. 7.3 HTTP Errr Nt Fund When yu lg in t Aras Innvatr and pen any Item (fr example, English language Item), when attempting t pen a tear ff windw, the fllwing errr is returned: 2014 Aras Crpratin All Cpyrights Reserved. 47

50 Aras Innvatr 11 Installatin Guide Figure 35. The cause f the errr is an inability f IIS t handle the extensinless URLs. There are tw cmmn scenaris where this errr ccurs: When Aras Innvatr is installed n Windws Server Windws Server 2008 is nt a supprted perating system. Ensure that yu install Aras Innvatr n a supprted perating system t reslve the issue. When Aras Innvatr is installed n Windws Server 2008 R2. In sme cases, this errr ccurs when using Windws Server 2008 R2. T reslve the issue, yu need t install an update frm Micrsft available at the fllwing URL: After yu install the update, the requests fr extensinless URLs are handled and the errr is reslved. 7.4 Main Grid nt Painting Clumns r Headers After yu lgin int Aras Innvatr Server the main grid wuld never paint clumns r headers, hwever pages such as InBasket r relatinshiptabs culd wrk. Attempt t pen the Internet Explrer and yu might see the fllwing message: XML Exceptin: Incrrect cmments tag This is a client side prblem and the rt cause f it is that the wrng versin f the XML parser is used (this culd fr example be caused by installing Visual Studi v6 with SP6, that changes the XML parser used by Innvatr). The slutin fr this is t un-install and then t re-install the XML parser Aras Crpratin All Cpyrights Reserved. 48

51 Aras Innvatr 11 Installatin Guide 7.5 Installing Aras Innvatr t a Dedicated Micrsft Sharepint Server When installing Aras Innvatr t a machine that was previusly set up as a Micrsft Sharepint Server, certain IIS setting managed by Micrsft Sharepint can prevent Aras Innvatr frm lading. If yu are experiencing prblems with yur Aras Innvatr Installatin n a dedicated Micrsft Sharepint Server, yu may try the fllwing steps t slve the prblem. Figure In IIS management cnsle set Execute Permissins t Scripts nly fr InnvatrServer, InnvatrServer\Client and InnvatrServer\Server 2. Add partitinreslvertype="" attribute n sessinstate element in InnvatrServer\Server\web.cnfig 3. Add enablesessinstate="true" attribute n pages element in InnvatrServer\Server\web.cnfig 4. Add <trust level="full" /> inside system.web element in InnvatrServer\Server\web.cnfig 5. Add <trust level="full" /> inside system.web element in InnvatrServer\Client\web.cnfig 6. Enable annymus access fr InnvatrServer\Client t allw.net cntrls access resurces. (Keep enabled Windws authenticatin fr InnvatrServer\Server.) 2014 Aras Crpratin All Cpyrights Reserved. 49

52 Aras Innvatr 11 Installatin Guide 7.6 Ckie Errr Lading Lgin Screen When installing Aras Innvatr t a machine that cntains an underscre in the server name r hst name yu may receive an errr telling yu ckies are disabled fr yur brwser. This errr is due a security patch released by Micrsft ( that blcks ckies when the hst name des nt cntain nly alphanumeric characters. Figure 37. T reslve the issue, it will be necessary t ensure the hst name cntains nly alphanumeric characters Aras Crpratin All Cpyrights Reserved. 50

53 Aras Innvatr 11 Installatin Guide 8 Database Owner Cnfiguratin Aras Innvatr prvides the ptin t create, ppulate existing, r cnfigure existing databases in MS SQL Server. In rder t allw cntinued upgrading f Innvatr certain guidelines shuld be fllwed regarding the MS SQL Server users and lgins used t access the Aras Innvatr database. The innvatr user must have access t the database. This user is created as part f a standard installatin when using the create ptin. This must be cnfigured manually when an installatin uses ppulate r cnfigure ptins. The innvatr user must have database wner privileges. This privilege is created as part f a standard installatin when using the create ptin. This must be cnfigured manually when an installatin uses ppulate r cnfigure ptins. The nn-system database bjects shuld be wned by the innvatr database user. Nn-system bjects are thse nt created by MS SQL in initial creatin f the database in MS SQL All installed bjects are created with this wner. All bjects created by the Innvatr Server are created with this wner. Lgins used by the innvatr database user shuld nt be the same as the MS SQL Server System Administratr (SA) lgin. The innvatr database user lgin shuld nt match the SA lgin The innvatr database user lgin shuld nt match any ther MS SQL Server Administratr lgin used in additin t the SA lgin Aras Crpratin All Cpyrights Reserved. 51

54 Aras Innvatr 11 Installatin Guide 9 Running Installer Multiple Times 9.1 Cmplete Install the First Time Innvatr is designed t be installed, either as a whle r in cmpnents, t the same server multiple times. This means that every time the installer is run, it is treated as a new installatin. Make sure yu d nt delete the installer frm yur hard drive when yu are dne with an installatin. Yu must reuse the same installer t run the installatin the next time. 9.2 Mdify, Repair, r Remve Figure 38. If yu are seeing the screen abve the installatin is nt being treated as a new installatin. This usually indicates that yu are trying t install the same versin f Aras Innvatr that was previusly installed. Yu shuld use the cpy f the installer that was run t install the existing versin f Aras Innvatr. If this cpy f InnvatrSetup.msi is nt available, use the fllwing steps t enable the installer t run as new. 1. Dwnlad the installer t yur hard drive. 2. Lcate the ChangeGUID.exe file This can be fund in the Tls flder under the rt directry f the existing Aras Innvatr installatin instance. This can als be fund in the Utilities flder f the Aras Innvatr CD Image. 3. Open a cmmand prmpt 4. Change directry t where the ChangeGUID.exe file is lcated a. Use C:\ as my example Aras Crpratin All Cpyrights Reserved. 52

55 Aras Innvatr 11 Installatin Guide 5. Execute the file while specifying the full path t the installer a. ChangeGUID <path>\innvatrsetup.msi Where <path> is the directry path t where the InnvatrSetup.msi is lcated. Figure Aras Crpratin All Cpyrights Reserved. 53

56 Aras Innvatr 11 Installatin Guide 10 Uninstalling Aras Innvatr Server 10.1 Lcating the Uninstaller 1. Frm the Start Menu, g t the Cntrl Panel. 2. Select Prgrams and Features. 3. Frm the list, select Aras Innvatr Nte: If mre there is mre than ne installatin make sure yu are in the details view. a. Right click the details grid and select mre and make sure Cmments and Versin are checked ff. Figure 40. b. Under the Cmments and Versin sectin dialgue shuld tell yu the install path and the versin f Aras Innvatr respectively (bxed in red abve) 4. Click Uninstall t begin the uninstallatin prcess Uninstalling When Uninstaller starts, the screen shwn in the belw figure is displayed. Figure Click Yes t prceed with the uninstallatin prcess. 2. Click N t exit the Uninstaller. The status f the Uninstallatin prcess is displayed n the screen Aras Crpratin All Cpyrights Reserved. 54

57 Aras Innvatr 11 Installatin Guide 3. Click Cancel t exit the Uninstaller. Figure 42. When Uninstallatin is cmplete, Aras Innvatr is fully remved frm yur machine Aras Crpratin All Cpyrights Reserved. 55