VantageView. Installation Guide. Release 12.0

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1 VantageView Installation Guide Release 12.0

2 Please direct questions about VantageView or comments on this document to: APM Customer Support FrontLine Support Login Page: 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 Unpublished rights reserved under the Copyright Laws of the United States.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, Vantage, Gomez, Synthetic Monitoring, Network Monitoring, Server Monitoring, VantageView, and FrontLine are trademarks or registered trademarks of Compuware Corporation. 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: January 2, 2014, 8:22

3 Contents Contents Introduction Who Should Read This Guide Organization of this Guide Related Publications Customer Support Information Information to Provide to Customer Support Documentation Conventions Chapter 1 System Requirements Server Requirements Database Requirements Client Requirements VantageView Co-Location Deployment Guidelines VMware and Virtualization Chapter 2 Installation Prerequisites Installation Restrictions Pre-installation Checklist Server Prerequisites Configuring Permissions for IIS 7.5 or Later Providing Metabase Permissions to the IIS_IUSRS Account Giving File Permissions to IIS_IUSRS on the Mailroot Directory Microsoft Windows Server 2003 Configuration Install IIS in Windows Server Disable Internet Explorer Enhanced Security in Windows Server Install/Allow Web Server Extensions in Windows Server Verify WebDAV Extension Installation in Windows Server Configure Windows Authentication in Windows Server Install SMTP in Windows Server Install SNMP in Windows Server Microsoft Windows Server 2008 Configuration Install IIS in Windows Server Disable Internet Explorer Enhanced Security in Windows Server

4 Contents Install/Allow Web Server Extensions in Windows Server Verify WebDAV Extension Installation in Windows Server Configure Windows Authentication in Windows Server Install SMTP in Windows Server Install SNMP in Windows Server Database Prerequisites Product Suite Prerequisites Chapter 3 Installing VantageView Installation Overview Installation Overview Installation Checklist Installation Procedure Installing VantageView on a 64-bit Operating System Chapter 4 Migrating VantageView Migration Overview Migration Prerequisites Compatible Compuware APM Product Releases Migration Checklist VantageView Data Migration Migrating VantageView to the New Release Verifying Migration Success Post-Migration Notes Chapter 5 Finishing the VantageView Installation Register TeeChart7.ocx on the Client Configuring the VantageView Server Verify Data Location File Permissions for Users Register TeeChart7.ocx on the Server Verify Access for Windows Everyone Group Exclude Files from Anti-Virus Scanning Exclude Files from Anti-Virus Scanning on Compuware APM Products Database Servers Verifying the Success of the VantageView Installation Access VantageView Configure Security Groups in VantageView Configure Database Connections Test Manual Report Publishing Installing the MySQL JDBC driver Implementing Domain-based Database Security in VantageView Chapter 6 Configuration Synthetic Monitoring Configuring a New Synthetic Monitoring Database Connection Modifying an Existing Synthetic Monitoring Database Connection How the Rollup Database Works with Synthetic Monitoring Network Monitoring

5 Contents Network Monitoring Daily Databases Configuring a New Network Monitoring Daily Database Connection Modifying a Network Monitoring Daily Database Connection How the Rollup Database Works with Network Monitoring Network Monitoring Long Term Databases Configuring a Network Monitoring Long Term Database Connection Modifying a Network Monitoring Long Term Database Connection Server Monitoring Server Monitoring Control Servers Configuring a New Control Server Modifying an Existing Control Server Server Monitoring Historical Databases Configuring a New Historical Database Modifying an Existing Historical Database Central Analysis Server Accessing the CAS Report Data Servers Page Adding Report Data Servers Modifying Report Data Servers Deleting Report Data Servers Data Rollup Settings Selecting a Time Zone for Data Rollup Selecting Working Hours for Data Rollup Selecting a Summary Level for Data Rollup Chapter 7 Maintenance Backing Up and Restoring VantageView Moving or Copying VantageView Data to a New Web Server Pointing VantageView to a Different SQL Server Pointing VantageView to a Different Virtual Directory Verifying Compuware Open Server Connection Settings Moving the SQL Server Database Between Platforms Installing Service Packs Uninstalling VantageView Index

6 Contents 6

7 INTRODUCTION Who Should Read This Guide This guide is written for the system administrator, application manager, or any other individual who installs and administers VantageView software. Organization of this Guide The is intended for system administrators or other users who are installing VantageView to work with Compuware APM products. It provides a basic VantageView application and component overview and explains how to install and configure VantageView to use it with the other Compuware APM products. It assumes you are familiar with Windows terminology. This guide contains the following chapters: System Requirements [p. 11] Installing VantageView [p. 35] Finishing the VantageView Installation [p. 55] Migrating VantageView [p. 43] Maintenance [p. 85] Configuration [p. 69] Related Publications The following publications provide information about configuring and using VantageView and related Compuware APM products: VantageView Release Notes Crucial product information and information that was not available at the documentation release date. The most recent version is available on FrontLine, Compuware's Customer Support website, at 7

8 Introduction VantageView Online Help Descriptions of VantageView features and procedures for configuring, maintaining, and using VantageView. The online help is installed with the product and can be accessed by selecting Help from the menu bar. Compuware APM Upgrade and Migration Guide Contains information on migrating VantageView and upgrading/migrating related products to the latest release. VantageView Data Utility Online Help Information for using the Data Utility. PDF files are viewable with Adobe Reader, version 6.0 or later. If you do not have the reader application installed, you can download and install from the Adobe website at Customer Support Information FrontLine Support Website You can access information for Compuware products via our FrontLine support site. You can review frequently asked questions, read or download documentation, access product fixes, or your questions or comments. The first time you access FrontLine, you are required to register and obtain a password. Registration is free. To access FrontLine, log in to Select your product from the Product Support dropdown list. Contacting Customer Support Phone USA and Canada: or All other countries: Contact your local Compuware office. Contact information is available at Web You can report issues via the Report and Track Calls tab on the FrontLine home page. Please report all high-priority issues by phone. apmsupport@compuware.com Mail Customer Support Compuware Corporation One Campus Martius Detroit, MI APM Community You can find product documentation, forums with product experts, product fixes and more information at the Compuware APM Community. You must register and login to access the Community. 8

9 Introduction Corporate Website To access the Compuware website, go to The Compuware site provides a variety of product and support information. Information to Provide to Customer Support Provide Customer Support with as much information as possible about your environment and the circumstances that led to the difficulty. Please be ready to provide: Your client number. This number is assigned to you by Compuware and is recorded on your sales contract. The name, release (version), and build number of the product and its components. This information is displayed when you select the About command from your product's Help menu. The name and release are also on the covers of the product documentation. Environment information, such as the operating system and release (including service pack level) on which the product is installed, memory, hardware/network specifications, and the names and releases of other applications that were running. Problem description, including screen shots. Exact error messages, if any (screen shots recommended). Whether the problem is reproducible. If yes, sequence of steps to reproduce the problem. If not, a description of the actions taken before the problem occurred. A description of the actions that may have been taken to recover from the difficulty, and their results. Log file(s) from the component(s) affected by the problem. Compuware values your comments and suggestions about our products and documentation. Your feedback is very important to us. If you have questions or suggestions for improvement, let us know. 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 Compuware 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: 9

10 Introduction This font Indicates cd directory_name Menu Item Screen Code block Menu items. Text screen shots. Blocks of code or fragments of text files. 10

11 CHAPTER 1 System Requirements This chapter describes the VantageView system requirements. VantageView consists of the following components: VantageView server The web server on which you install VantageView. Clients connect to the VantageView instance through the Internet Information Service (IIS). The server also hosts the Compuware Open Server (COS), which handles Alert processing. For more information, see Server Requirements [p. 11]. VantageView database The VantageView SQL Server database stores information used by VantageView. This database can be located on the SQL Server instance that stores your other Compuware APM databases. Subject to expected load factors and machine resource constraints, you can run SQL Server on the same machine as VantageView or on a remote server. For more information, see Database Requirements [p. 13]. Client machine The local machine uses Internet Explorer to view VantageView reports and to manage and configure Server Monitoring servers, all from inside or outside a firewall. For more information, see Client Requirements [p. 14]. Server Requirements There are many different ways to implement the Compuware APM suite. VantageView users, report generation, data mining interfaces, alert process, and alert notifications all cause load on the server. Therefore, consideration must be taken when sizing the server. Compuware recommends that you use servers that can expand to handle increased usage over time. VantageView can co-exist with other Compuware APM products (including the databases). However, Compuware recommends using dedicated servers in a production environment. You can use smaller servers for test or proof-of-concept environments. 11

12 Chapter 1 System Requirements The requirements listed below are for VantageView only. If you install other Compuware APM products or the VantageView database on the same server as VantageView, the listed requirements may be insufficient for the complete installation. For more information, refer to other Compuware APM products system requirements. The following table lists the system requirements for the server on which you install VantageView. Table 1. VantageView Server Requirements Requirement Machine: Specification Minimum: Recommended: Processor Speed 3.0 GHz single core or 2.0 GHz dual core processor Two 3.0 GHz single core or two 2.0 GHz dual core processors or higher. Multiple processors are strongly recommended if SQL Server is installed on the same machine. RAM Disk Space Modem 4 GB 40 GB (Excludes disk space required for the SQL Server application, if the database is installed on the VantageView server. Consult Microsoft documentation for details.) If needed for sending a page Notification. Server-class machine 8 GB (with upgrade capability up to 16 GB) More space may be needed for saving report results or storing large numbers of alerts. Display Operating Systems Super VGA (1024 by 768) or higher resolution video adapter and monitor. Windows Server bit with IIS 6.0 Windows Server 2003 R2 64-bit with IIS 6.0 Windows Server bit or 64-bit with IIS 7.0 and 7.5 Windows Server 2008 R2 64-bit with IIS 7.0 and 7.5 Windows Server 2012 with IIS 7.5, 8.0, and 8.5 Windows Server 2012 R2 with IIS 7.5, 8.0, and 8.5 Server Core installation is not supported. 12

13 Chapter 1 System Requirements Table 1. VantageView Server Requirements (continued) Requirement Specification Database Software (if installed on the VantageView server) Microsoft SQL Server 2005 (32-bit or 64-bit platform) Microsoft SQL Server 2008 (32-bit or 64-bit platform) Microsoft SQL Server 2008 R2 (64-bit platform) Microsoft SQL Server 2012 (64-bit platform) Browsers Microsoft Internet Explorer 7, 8, 9, 10, or 11 (32-bit version) with latest Service Packs Internet Explorer 10 and 11 must run in compatibility mode. Database Requirements If the VantageView database is installed on a machine other than the VantageView server, use the following table to determine the system requirements for the database server. Table 2. VantageView Database Requirements Requirement Machine: Specification Minimum: Recommended: Processor Speed 3.0 GHz single core or 2.0 GHz dual core processor Two 3.0 GHz single core or two 2.0 GHz dual core processors or higher. Multiple processors are strongly recommended if SQL Server is installed on the same machine. Server-class machine RAM 4 GB 8 GB (with upgrade capability up to 16 GB) Disk Space Display Operating Systems 40 GB (Excludes disk space for More space may be needed for databases other than VantageView.) saving report results or storing large numbers of alerts. Super VGA (1024 by 768) or higher resolution video adapter and monitor. Windows Server bit Windows Server 2003 R2 64-bit Windows Server bit or 64-bit Windows Server 2008 R2 64-bit Windows Server 2012 Windows Server 2012 R2 13

14 Chapter 1 System Requirements Table 2. VantageView Database Requirements (continued) Requirement Specification Server Core installation is not supported. For more information, see Microsoft Windows Server 2003 Configuration [p. 25] and Microsoft Windows Server 2008 Configuration [p. 29]. Database Software Microsoft SQL Server 2005 (32-bit or 64-bit platform) Microsoft SQL Server 2008 (32-bit or 64-bit platform) Microsoft SQL Server 2008 R2 (64-bit platform) Microsoft SQL Server 2012 (64-bit platform) Client Requirements The following hardware and software are required on the client machine used for browser access to VantageView. Table 3. Client Machine Hardware and Software System Requirements Requirement Machine: Processor Speed RAM Specification Minimum: 1 GHz 1 GB Recommended: 2 GHz or greater 2 GB Display Browser Super VGA (1024 by 768) or higher resolution video adapter and monitor Microsoft Internet Explorer 7, 8, 9, 10, or 11: 32-bit version, with latest Service Packs Internet Explorer 10 and 11 must run in compatibility mode. For information about operating system support for specific browser versions, refer to Microsoft documentation. VantageView Co-Location Deployment Guidelines Review the information in this section carefully if you plan to install multiple Compuware APM products. Should I install Compuware APM Components on Hardware with the Minimum Specifications? In almost every case where Compuware APM is used in a production mode operation, the answer is No. 14

15 Chapter 1 System Requirements You should use a machine that exceeds the Recommended/Preferred specification where available. If a Recommended/Preferred specification is not listed, then use a machine that greatly exceeds the Minimum specifications. IMPORTANT The Minimum requirement or specification of a Compuware APM component is intended for running that component at a minimum load. If the component is running on a machine with the minimum specification, performance will suffer as the load increases. Additionally, placing multiple Compuware APM components on a single machine places additional strain on the performance capabilities of these components. The Minimum requirement or specification of a Compuware APM component is intended for running that component at a minimum load. If the component is running on a machine with the minimum specification, performance will suffer as the load increases. Additionally, placing multiple Compuware APM components on a single machine places additional strain on the performance capabilities of these components. Co-Location of Compuware APM Components on a Single System When planning the deployment of VantageView, carefully consider how the components are deployed. The deployment of Compuware APM components directly impacts their performance. The Synthetic Monitoring Manager components, such as VantageView, Server Monitoring Control Server, and Synthetic Monitoring Agent Manager are designed and tested together. However, it is intended that such deployments of co-located Compuware APM components only be used in the following scenarios: Small deployments of Compuware APM components. Non-production environments with small loads. IMPORTANT Not all Compuware APM product components support the same platforms so make sure that you review the System Requirements in the Compuware APM product's Installation Guide for the list of supported platforms. Running Compuware APM Components on VMware Instances In addition to considering hardware and the co-location of Compuware APM components, careful consideration is required before deploying Synthetic Monitoring Manager components on VMware instances. When using VMware, there is a significant amount of system resources consumed as part of the VMware overhead. Careful sizing of the VMware systems should ensure that the memory and CPU resources actually available to the VMware instances should far exceed the recommended Compuware APM system specifications/requirements. After monitoring the actual performance of Compuware APM components running on VMware instances, it may be necessary to deploy the components on their own physical systems. 15

16 Chapter 1 System Requirements Recommendation for Production Environments For production deployments, each of the Synthetic Monitoring Manager components (VantageView, Server Monitoring Control Server, and Synthetic Monitoring Agent Manager) must be installed on separate physical machines. Synthetic Monitoring and Server Monitoring Integration Requirements Review the following requirements before installing Server Monitoring with Synthetic Monitoring (or Synthetic Monitoring with Server Monitoring). You can install a Server Monitoring Agent on the Agent Manager machine. You can also install the Agent Manager on a Server Monitoring Agent machine, provided it is a server. Because the Server Monitoring Agent is automatically installed when you install the Synthetic Monitoring Agent, you cannot install a Server Monitoring Agent on a Synthetic Monitoring Agent machine. Likewise, you cannot install a Synthetic Monitoring Agent on a Server Monitoring Agent machine. Because both applications automatically install the Server Monitoring Agent, you cannot install a Synthetic Monitoring Agent on a Server Monitoring Control Server. Likewise, you cannot install the Server Monitoring Control Server on a Synthetic Monitoring Agent. VMware and Virtualization This topic outlines Compuware APM component support for installation and operation on a VMware virtual machine. The decision to use VMware must be approached carefully, and the following capabilities and constraints must be considered during planning and deployment: VMware support is defined as the ability of the Compuware APM product component to install and operate on a VMware virtual machine. A VMware virtual machine must comply with the system requirements for the Compuware APM product component(s) running on it. For large-scale Compuware APM deployments, you must ensure that the virtual machines have sufficient resources, which can exceed stated system requirements due to the volume of data being collected and analyzed. For more information, see the system requirements specifications in the applicable Compuware APM product installation guide. The Compuware APM components support operation on VMware virtual machines only. Other virtual machine mechanisms are not supported. The monitoring of any specific VMware performance metrics is a capability of Server Monitoring. For more information, see the Server Monitoring online help topics that are available within VantageView. Use the following table to determine the support status of each component you intend to deploy on a VMware virtual machine. 16

17 Chapter 1 System Requirements Table 4. Compuware APM support for VMware Product / Component Support Status 1 Business Service Manager Business Service Manager servers Configuration Client Supported Supported Synthetic Monitoring Synthetic Monitoring Manager Synthetic Monitoring Console Parent Agent Manager/Agent Manager Active Agent, Collector Agent, Passive Agent Transaction Trace Analysis within Synthetic Monitoring Agent Scripts: Recorder, Micro Focus QALoad, Micro Focus QARun SQL Server Databases Supported Supported Supported Supported Supported 2 Supported Supported Data Center Real User Monitoring Central Analysis Server Web Client Central Analysis Server/Advanced Diagnostics Server Agentless Monitoring Device Probe Configuration Client Supported Best Effort Supported Supported Transaction Trace Analysis Database Agent Microsoft SQL Server 2005 Express Database Manager Supported Supported 2 Best Effort Best Effort Server Monitoring Control Server, Database Supported 1 2 Each Compuware APM component is assigned a support status, which identifies its compatibility with the VMware guest environment: Supported The component installs and operates in all VMware guest environments, providing that the product component is also compatible with the operating system being run in the guest environment Best Effort Calls to Compuware Customer Support will be investigated however there is no guarantee of results. Not Supported There are known product issues, including the inability to operate or deliver quality results. The VMware guest environment can introduce timing variations that affect the quality of the timing statistics. All other data, such as application identification and usage statistics, should be unaffected. In addition, the monitoring of heavily utilized links is adversely affected by sharing of resources between the virtual machine, the host (physical) machine, and any other virtual machines that are running on the same host machine. 17

18 Chapter 1 System Requirements Table 4. Compuware APM support for VMware (continued) Product / Component Template Manager Agent SNMP Collector Support Status 1 Supported Supported Supported Network Monitoring Interactive Viewer Enterprise Manager, Probe Manager, Independent Manager Probe LAN drivers, WAN drivers Flow Collector Supported Supported Not Supported 2 Supported VantageView Client Web Server Database Supported Supported Supported Compuware DLM Compuware Distributed License Management Supported Each Compuware APM component is assigned a support status, which identifies its compatibility with the VMware guest environment: Supported The component installs and operates in all VMware guest environments, providing that the product component is also compatible with the operating system being run in the guest environment Best Effort Calls to Compuware Customer Support will be investigated however there is no guarantee of results. Not Supported There are known product issues, including the inability to operate or deliver quality results. A licensing override is required to operate the Compuware License Service or a node-locked (single) license inside a VMware guest environment. Contact your Compuware account manager to initiate approval of a licensing override. You will receive the override and implementation instructions via from Compuware World Wide License Management. 18

19 CHAPTER 2 Installation Prerequisites This section describes the prerequisites for installing VantageView: Server Prerequisites [p. 20] Database Prerequisites [p. 32] Product Suite Prerequisites [p. 33] Installation Restrictions The following restrictions apply to all VantageView installations. Workgroups VantageView must be installed on a Windows server that is a member of a domain rather than a workgroup. Basic Authentication Basic authentication for access to the VantageView server is not supported. Instead, VantageView supports the NTLM authentication scheme. Refer to Microsoft s online documentation for information on how to configure IIS to support NTLM authentication. Proxy Servers VantageView does not support client access to the VantageView server through a proxy server. Anti-Virus Scanning VantageView web server The following files, folders (with all subfolders), and file types must be excluded from anti-virus scanning on the VantageView web server: Global.asa,global.asax, and web.config. The entire VantageView Virtual Directory tree. All files in C:\Windows\system32\Inetsrv. 19

20 Chapter 2 Installation Prerequisites Compuware APM database servers The following files, folders (with all subfolders), and file types must be excluded from anti-virus scanning on the database servers of all Compuware APM products: *.ldf *.mdf Pre-installation Checklist Use this checklist to confirm all the prerequisites are met before you install VantageView. Table 5. Pre-installation Checklist Finished Steps Review the VantageView system requirements. For more information, see System Requirements [p. 11]. Make sure the server is configured properly. For more information, see Server Prerequisites [p. 20]. Make sure the database is configured properly. For more information, see Database Prerequisites [p. 32]. Review the Compuware APM product suite prerequisites. For more information, see Product Suite Prerequisites [p. 33]. Review the installation restrictions. For more information, see Installation Restrictions [p. 19]. Server Prerequisites Install and Configure IIS Make sure IIS (Internet Information Services) with Web Server Extensions is installed and configured on the server. VantageView requires that IIS, multiple web server extensions, SMTP, and.net 2.0 are all installed and enabled on the server before starting the VantageView installation. If you have IIS 7.5 or later, the IIS_IUSRS group must have Read permission on the nodes /LM/SmtpSvc and /LM/SmtpSvc/1 and Full Control permission on the mailroot directory. For more information, see Configuring Permissions for IIS 7.5 or Later [p. 23]. Make sure SMTP is enabled on the VantageView web server if notifications or VantageView reports will be sent from this server. Enable.NET 2.0 extensions. VantageView installs.net, but you must enable it in IIS after installation. IIS provides web server functionality required by VantageView for publishing reports. The process for ensuring that IIS is installed and enabling FTP and SMTP depends on the operating system and IIS version. Consult Microsoft s documentation for details. 20

21 Chapter 2 Installation Prerequisites For Windows Server 2008, you must install IIS 7.0 and enable IIS 6 Management Compatibility. For more information, see Install IIS in Windows Server 2003 [p. 25] and Install IIS in Windows Server 2008 [p. 29]. Install and Configure Web Server Extensions Allow the Active Server Pages (ASPs) extension, Server Side Includes (SSIs) extension, and ASP.NET extensions. By default, these extensions are prohibited on Microsoft Windows Allowing these extensions involves modifying the installed Windows components. The procedure varies with the operating system and IIS version. For more information, see Install/Allow Web Server Extensions in Windows Server 2003 [p. 26] and Install/Allow Web Server Extensions in Windows Server 2008 [p. 30]. The VantageView web server is often a primary publishing destination for reports. VantageView relies on WebDAV (Web-based Distributed Authoring and Versioning document-sharing technology by Microsoft) to publish reports. All VantageView publishing destinations must have WebDAV enabled. Consult Microsoft s documentation for details. For more information, see Verify WebDAV Extension Installation in Windows Server 2003 [p. 27] and Verify WebDAV Extension Installation in Windows Server 2008 [p. 31]. Configure SMTP to Send Reports via Verify that the SMTP service is installed and enabled in IIS. Verify that the properties of the Default SMTP Virtual Server (Fully Qualified Domain Name and Smart Host fields) are set up to allow VantageView reports to be sent via . By default, SMTP is not installed in Windows Server For more information, see Install SMTP in Windows Server 2003 [p. 28] and Install SMTP in Windows Server 2008 [p. 32]. To successfully publish on the local machine, write privileges must be granted to the account that runs the w3wp process. By default, this is the network service account. Add the write privileges to the target of the publish operation. The default targets are: SMTP inetpub\mailroot FTP inetpub\ftproot HTTP inetpub\wwwroot Disable Internet Explorer's Enhanced Security Configuration If you are running Microsoft Windows Server 2003 or Windows Server 2008, disable the Windows Component Internet Explorer Enhanced Security Configuration. If enabled, this feature interferes with access to the VantageView web server. For more information, see Disable Internet Explorer Enhanced Security in Windows Server 2003 [p. 26] and Disable Internet Explorer Enhanced Security in Windows Server 2008 [p. 30]. 21

22 Chapter 2 Installation Prerequisites Confirm That the VantageView Host Is a Member of a Windows Domain You must install VantageView on a Windows server that is a member of a domain, not a workgroup. Workgroups are not supported. VantageView establishes security based on Windows domain user accounts. Users that access VantageView are authenticated with their Active Directory account. Depending on the security settings within Internet Explorer, you are either automatically logged in with your current ID, or you are prompted to authenticate. For more information about domains, see Microsoft s documentation. Confirm That Total System Capacity Is Sufficient In most cases, VantageView can be installed on the same machine with other Compuware APM components, such as the Synthetic Monitoring Agent Manager or the Server Monitoring Control Server. However, VantageView performance can be adversely impacted by the workload created by other Compuware APM products, so be sure to provide adequate server capacity to handle the load. Not all Compuware APM product components support the same platforms. Before installing other components, review the system requirements in each product's installation guide for platform support details. Running VantageView on a Windows Server bit Machine You cannot install VantageView on a server configured as a Terminal Service Gateway server. The Feature Remote Procedure Call (RPC) over HTTP Proxy must be disabled. Table 6. Ports Listing VantageView Ports and Protocols Component Default Port Protocol Authentication Required Notes VantageView 80 HTTP Yes VantageView operates on the standard HTTP port 80 by default. If necessary, you can configure it within IIS to operate on a different port. VantageView web server 443 HTTPS Yes HTTPS is supported for accessing the VantageView web server. When it is enabled, all network communication between the client and server is encrypted. HTTPS is strongly recommended for any client connections that are established from outside a network firewall. For more information, consult Microsoft s documentation for installing SSL certificates and HTTPS on your web server. Changepoint Server 90 HTTP Yes Connect to the Changepoint server. 22

23 Chapter 2 Installation Prerequisites Table 6. Ports Listing (continued) Component Default Port Protocol Authentication Required Notes SMTP Server 25 HTTP No Publish reports via . FTP Server 21 HTTP Yes Publish reports via FTP. Agentless Monitoring connection 80 HTTP No Connect to Central Analysis Server. Database access 1433 HTTP Yes Access the SQL Server database. Network Monitoring connection 9003 HTTP No Connect to Network Monitoring Enterprise Manager. Server Monitoring connection 3009 TCP Yes Connect to the Server Monitoring Control Server. Remedy connection User-defined TCP Yes Connect to the Remedy server. COS HTTP No VantageView uses the COS that is automatically installed and configured during the VantageView installation. If you are performing a new installation, the default COS port is on the server. If you are migrating from an earlier release, VantageView retains the previous COS port configuration. For information regarding third-party integration into the COS, refer to the online documentation available on the server where VantageView is installed. On the Windows Start menu, choose Programs Compuware Compuware Open Server. Configuring Permissions for IIS 7.5 or Later In IIS 7.5 or later, the IIS_IUSRS group must have Read permission on the nodes /LM/SmtpSvc and /LM/SmtpSvc/1. The group must also have Full Control permission on the mailroot directory. Procedures for configuring the permissions are provided in the following topics: Providing Metabase Permissions to the IIS_IUSRS Account [p. 23] Giving File Permissions to IIS_IUSRS on the Mailroot Directory [p. 24] Providing Metabase Permissions to the IIS_IUSRS Account 1. Download and install the Internet Information Services (IIS) 6.0 Resource Kit Tools. 23

24 Chapter 2 Installation Prerequisites This resource is available from It includes a Metabase Explorer that works with IIS 6.0, IIS 7.0 and IIS 7.5 with IIS 6 Management Compatibility role services installed. 2. After installation is finished, open the Metabase Explorer tools. In the Windows Start menu, select All Programs IIS Resources Metabase Explorer Metabase Explorer. 3. In the Metabase Explorer, go to the node /LM/SMTPSVC. 4. Right-click the node and select Permissions from the context menu. The Permissions dialog box opens. 5. Click Add to open the Select Users. Computers, Service Accounts, Or Groups dialog box. 6. Click Locations to open the Locations dialog box. Select your local computer, then click OK to close the dialog box and return to the Select Users. Computers, Service Accounts, Or Groups dialog box. 7. In the Enter the object names to select field, type IIS_IUSRS. 8. Click Check Names. When IIS_IUSRS is resolved, click OK to close this dialog box and return to the Permissions dialog box. 9. In the Group or user names list, select IIS_IUSRS. 10. In the permissions list for IIS_IUSRS, ensure that Allow is selected for the Read permission and that no other permissions are assigned. 11. Click OK to save the change and close the Permissions dialog box. In the Properties dialog box, the Permissions for IIS_IUSRS list shows the change you just made. 12. Click OK to close the dialog box. 13. In the Metabase Explorer, go to the node /LM/SMTPSVC/1 and perform Step 4 [p. 24] through Step 12 [p. 24] for the node /LM/SMTPSVC/1. What to Do Next After completing this procedure, assign file permissions to the IIS_IUSRS group on the mailroot directory. Giving File Permissions to IIS_IUSRS on the Mailroot Directory 1. Go to the mailroot directory on your computer. The default location should be C:\inetpub\mailroot. 2. Right-click the mailroot folder and select Properties to open the mailroot Properties dialog box. 3. Select the Security tab, then click Edit to open the Permissions for mailroot dialog box. 4. Click Add to open the Select Users, Computers, Service Accounts, or Groups dialog box. 5. Click Locations to open the Locations dialog box. 24

25 Chapter 2 Installation Prerequisites Select your local computer, then click OK to close this dialog box and return to the Select Users. Computers, Service Accounts, Or Groups dialog box. 6. In the Enter the Object names to select field, type IIS_IUSRS. 7. Click Check Names. When IIS_IUSRS is resolved, click OK to close this dialog box and return to the Permissions for mailroot dialog box. 8. In the Group or user names list, select IIS_IUSRS. 9. In the permissions list for IIS_IUSRS, select Allow for the Full control permission. 10. Click OK to save the change and close the Permissions for mailroot dialog box. In the Properties dialog box, the Permissions for IIS_IUSRS list shows the change you just made. 11. Click OK to close the mailroot Properties dialog box. Microsoft Windows Server 2003 Configuration Before installing VantageView, make the following configuration changes for Microsoft Server 2003: 1. Install Internet Information Services (IIS) 7.0 plus IIS 6 Management Compatibility. For more information, see Install IIS in Windows Server 2003 [p. 25]. 2. Disable Internet Explorer Enhanced Security. For more information, see Disable Internet Explorer Enhanced Security in Windows Server 2003 [p. 26]. 3. Install/allow the following web server extensions: Active Server Pages, ASP.NET, and Service Side Includes (SSI). For more information, see Install/Allow Web Server Extensions in Windows Server 2003 [p. 26]. 4. Install/allow web server extension WebDAV. For more information, see Verify WebDAV Extension Installation in Windows Server 2003 [p. 27]. 5. Enable Windows Authentication. For more information, see Configure Windows Authentication in Windows Server 2003 [p. 28]. 6. If it is required, install SMTP (Simple Message Transfer Protocol). For more information, see Install SMTP in Windows Server 2003 [p. 28]. 7. Install SNMP (Simple Network Management Protocol). For more information, see Install SNMP in Windows Server 2003 [p. 29]. Install IIS in Windows Server 2003 IIS provides web server functionality required by VantageView for publishing reports. Verify that IIS with Web Server Extensions is installed. In Windows Administrative Tools, if IIS is installed, Internet Information Services (IIS) Manager appears in the list. If it is not listed, you need to install it. 1. Open Control Panel (Start Settings Control Panel or Start Control Panel). 2. Select Add/Remove Programs. 25

26 Chapter 2 Installation Prerequisites 3. When the Add or Remove Programs window opens, select Add/Remove Windows Components. The Windows Setup wizard appears and after a few moments the Windows Components Wizard dialog box opens. 4. If not already enabled, enable Application Server. 5. Select Application Server and click Details. 6. Enable Internet Information Services (IIS). Also verify that ASP.NET is enabled. For more information, see Install/Allow Web Server Extensions in Windows Server 2003 [p. 26]. 7. Click OK. 8. Click Next when returned to the Windows Components window. 9. Click Finish when the Completing the Windows Component Wizard window appears. Disable Internet Explorer Enhanced Security in Windows Server 2003 VantageView requires that Internet Explorer Enhanced Security be disabled on Windows Server Open Control Panel (Start Settings Control Panel or Start Control Panel). 2. Select Add/Remove Programs. 3. When the Add or Remove Programs window opens, select Add/Remove Windows Components. The Windows Setup wizard appears and after a few moments the Windows Components Wizard dialog box opens. 4. If necessary, disable Internet Explorer Enhanced Security Configuration. 5. Click Next. 6. Click Finish when the Completing the Windows Component Wizard window appears. Install/Allow Web Server Extensions in Windows Server 2003 VantageView requires that the Active Server Pages (ASPs) extension, Server Side Includes (SSIs) extension, and ASP.NET extension are installed and enabled on Windows Server By default, these extensions are Prohibited on Microsoft Windows Allowing these extensions involves modifying the installed Windows components; the procedure varies with the operating system and IIS version. The VantageView web server is often a primary publishing destination for reports. VantageView relies on WebDAV (Web-based Distributed Authoring and Versioning, document-sharing technology by Microsoft) to publish reports. All VantageView publishing destinations must have WebDAV enabled. Consult Microsoft s documentation for details. 1. Open Control Panel (Start Settings Control Panel or Start Control Panel). 2. Select Add/Remove Programs. 3. When the Add or Remove Programs window opens, select Add/Remove Windows Components. 26

27 Chapter 2 Installation Prerequisites The Windows Setup wizard appears and after a few moments the Windows Components Wizard dialog box opens. 4. The Windows Setup wizard appears and after a few moments the Windows Components Wizard dialog box opens. 5. If not already enabled, enable Application Server. 6. Select Application Server and click Details. The Application Server dialog box appears. 7. In the Subcomponents of Application Server list, enable ASP.NET and Internet Information Services (IIS). 8. Then, select Internet Information Services (IIS) and click Details. 9. In the Internet Information Services (IIS) dialog box, select File Transfer Protocol (FTP) Service, SMTP Service, then select/enableworld Wide Web Service and click Details. 10. In the World Wide Web Service dialog box, enable Active Server Pages, Server Side Includes, and WebDAV Publishing. For more information, see Verify WebDAV Extension Installation in Windows Server 2003 [p. 27]. 11. Click OK and you are returned to the Internet Information Services (IIS) dialog box. Click OK. 12. In the Application Server dialog box, click OK. In the Windows Components window, click Next to begin installation. 13. Click Finish when the Completing the Windows Component Wizard window appears. Verify WebDAV Extension Installation in Windows Server 2003 VantageView relies on WebDAV (Web-based Distributed Authoring and Versioning document-sharing technology by Microsoft) to publish reports. All VantageView publishing destinations must have WebDAV enabled. On Windows Server 2003, verify that WebDAV has been installed: In Administrative Tools, open Internet Information Services (IIS) Manager. Expand the server name, then double-click Web Service Extensions. If WebDAV is installed, it will be listed under the Web Service Extension column. If it is not installed, follow the directions below. 1. Open Control Panel (Start Settings Control Panel or Start Control Panel). 2. Select Add/Remove Programs. 3. When the Add or Remove Programs window opens, select Add/Remove Windows Components. The Windows Setup wizard appears and after a few moments the Windows Components Wizard dialog box opens. 4. If not already enabled, enable Application Server. 5. Select Application Server and click Details. The Application Server dialog box appears. 27

28 Chapter 2 Installation Prerequisites 6. In the Subcomponents of Application Server list, enable Internet Information Services (IIS). 7. Then, select Internet Information Services (IIS) and click Details. 8. Select World Wide Web Service and click Details. 9. In the World Wide Web Service dialog box, enable WebDAV Publishing. In addition to the WebDAV extension, ASP.NET, Active Server Pages, and Server Side Includes are also required, you can enable these at this time, or at a later time. For more information, see Install/Allow Web Server Extensions in Windows Server 2003 [p. 26]. 10. Click OK and you are returned to the Internet Information Services (IIS) dialog box. Click OK. 11. In the Application Server dialog box, click OK. In the Windows Components window, click Next to begin installation. 12. Click Finish when the Completing the Windows Component Wizard window appears. Configure Windows Authentication in Windows Server 2003 Windows authentication must be enabled in Windows Server 2003 before installing VantageView. 1. Open Internet Information Services (IIS) Manager. Select Start Administrative Tools Internet Information Services (IIS) Manager. 2. Right-click Web Sites and select Properties. 3. Select the Directory Security tab. 4. In the Authentication and access control section click Edit. 5. If enabled, disable Enable anonymous access, then enable Integrated Windows authentication. 6. Click OK. Install SMTP in Windows Server Open Control Panel (Start Settings Control Panel or Start Control Panel). 2. Select Add/Remove Programs. 3. When the Add or Remove Programs window opens, select Add/Remove Windows Components. The Windows Setup wizard appears and after a few moments the Windows Components Wizard dialog box opens. 4. Select Application Server. 5. In the Application Server dialog box, select Internet Information Services (IIS) and click Details. 6. In the Internet Information Services (IIS) dialog box, enable SMTP Service and click OK. 7. In the Application Server dialog box, click OK. In the Windows Components window, click Next to begin installation. 8. When the Completing the Windows Components Wizard screen appears, click Finish. 28

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