Installation Guide Marshal Reporting Console

Transcription

1 INSTALLATION GUIDE Marshal Reprting Cnsle Installatin Guide Marshal Reprting Cnsle March, 2009 Cntents Intrductin 2 Supprted Installatin Types 2 Hardware Prerequisites 3 Sftware Prerequisites 3 Installatin Prcedures 4 Permissins 4 Standalne Installatin (SQL Express Advanced) 4 Separate Server Installatin (SQL Server 2005 r 2008) 12 Same Server Installatin (SQL Server 2005 r 2008) 14 Appendix: Enabling IIS 16 Windws Server Windws Vista 17 Windws Server Windws XP 18 Marshal Reprting Cnsle is a server-based tl that allws yu t create reprts n MailMarshal SMTP and WebMarshal system activity, threats, and blcked r quarantined items. This dcument prvides infrmatin abut supprted envirnments and prerequisites, as well as instructins fr installatin f the prduct. Fr usage instructins, see the prduct Help. Fr late-breaking infrmatin and change histry, see the Release Ntes included with the prduct. 1

2 INSTALLATION GUIDE Marshal Reprting Cnsle Intrductin Marshal Reprting Cnsle is a server-based tl that allws yu t create reprts n MailMarshal SMTP and WebMarshal system activity, threats, and blcked r quarantined items. Supprted Installatin Types Yu can install Marshal Reprting Cnsle in a number f scenaris. Marshal suggests type 1 belw as a free slutin fr small installatins. Type 2 r 3 belw can be used by larger rganizatins that have the apprpriate infrastructure and SQL Server licenses. Yu can upgrade seamlessly frm MailMarshal Reprting Cnsle (2.0.1.x) t Marshal Reprting Cnsle. Fr mre infrmatin abut upgrading, see the Release Ntes. 1. Standalne Server Installatin (SQL Express Advanced 2005 r 2008): Install IIS, SQL Express Advanced Editin with Reprting Services and Marshal Reprting Cnsle n a single server. This server culd be the intranet web server. The MailMarshal SMTP and/r WebMarshal lgging databases can be hsted n this r anther database server. The MailMarshal Spam Quarantine Management and Web Administratin Cnsle culd be installed n the same server. Advantages: N cst fr SQL Server sftware. Simplified installatin and cnfiguratin (n cnfiguratin f Reprting Services required). Disadvantages: SQL Express des nt supprt abrt f running reprts. SQL Express supprts limited exprt frmats (PDF and Excel nly). SQL Express Advanced must be installed as a package; yu cannt add SQL Reprting Services t an existing SQL Express installatin. (Hwever, it may be pssible t install SQL Express Advanced as a secnd instance n a server that already has SQL Express installed.) 2. Standalne Server Installatin (SQL Server 2005 r 2008): Install IIS, SQL Server, SQL Reprting Services, and Marshal Reprting Cnsle n a single server. This server culd als hst the MailMarshal SMTP and/r WebMarshal lgging databases. This server culd hst ther IIS applicatins such as the MailMarshal Spam Quarantine Management and Web Administratin Cnsle (lad permitting). Advantages: Full range f features. Single SQL server fr all databases. Simplified installatin and cnfiguratin f Reprting Services (when SQL Server and SSRS are installed at the same time, a default cnfiguratin is created). Disadvantages: License required fr SQL Server and SQL Reprting Services. 3. Separate Server Installatin (SQL Server 2005 r 2008): Install SQL Server n ne server. The MailMarshal SMTP and/r WebMarshal lgging databases can be hsted n this r anther database server. Install IIS, SQL Reprting Services, and Marshal Reprting Cnsle n anther server. 2

3 INSTALLATION GUIDE Marshal Reprting Cnsle This server culd be the intranet web server. The MailMarshal Spam Quarantine Management and Web Administratin Cnsle culd be installed n the same IIS server. Advantages: Full range f features. Single SQL server fr all databases. Disadvantages: License required fr SQL Server and SQL Reprting Services. Sme manual cnfiguratin f Reprting Services is required. Hardware Prerequisites The fllwing are hardware prerequisites fr the Marshal Reprting Cnsle installatin. Nte that if Reprting Cnsle databases are installed n the same cmputer as the MailMarshal SMTP and/r WebMarshal lgging databases, the requirements fr the prduct databases must als be cnsidered. Fr infrmatin abut MailMarshal SMTP and WebMarshal database sizing, see the User Guide fr each prduct. Pentium, 3GHz 2 GB RAM Free disk space t supprt databases (10 GB free recmmended) If installing standalne, SQL Express requires a minimum f 600 MB f free disk space fr installatin (in additin t database strage space) Sftware Prerequisites The fllwing are sftware prerequisites fr the Marshal Reprting Cnsle installatin. Nte that if Reprting Cnsle is installed n the same cmputer as SQL Server, the SQL Server requirements must als be cnsidered. Windws Server 2008, 32 r 64 bit versins (installed as a 32 bit applicatin) Windws Vista Business r Ultimate, SP1, 32 r 64 bit versins (installed as a 32 bit applicatin) Windws Server 2003, SP1 r abve (32 bit versins) Windws XP, SP2 r abve (32 bit versins) SQL Server 2005 with SP2, SQL Server 2005 Express Advanced Editin with SP2, SQL Server 2008, r SQL Server 2008 Express Advanced Editin Mixed Mde authenticatin enabled. Internet Infrmatin Services 5.1 r abve.net Framewrk 3.5 SP1 The Marshal Reprting Cnsle installer autmatically installs the Micrsft Reprt Viewer. Supprted brwsers (fr client wrkstatins): Internet Explrer 6 r abve Nte: T successfully cnnect t the MRC site using Internet Explrer frm a cmputer running Windws Server 2003 r abve, uninstall Internet Explrer Enhanced Security Cnfiguratin (IEESC) n the cmputer yu are brwsing frm. IEESC blcks active cntent such as the ASP.NET cde used by MRC. This behavir is by design. Adding the MRC site t safe sites may nt reslve all issues created by IEESC. 3

4 INSTALLATION GUIDE Marshal Reprting Cnsle If yu cannt uninstall IEESC, brwse frm anther wrkstatin, r use anther brwser such as Firefx. Firefx 2.0 ( r abve) Installatin Prcedures Installatin varies depending n the selected installatin type. Permissins The SQL Reprt Server applicatin requires write access t the Temprary ASP.NET files flder (by default, a path like C:\WINDOWS\Micrsft.NET\Framewrk\V \Temprary ASP.NET Files). The.NET framewrk installer included with SQL Reprting Services crrectly sets this permissin fr the Netwrk Service accunt. SQL Express Advanced als crrectly sets this permissin. Hwever if yu previusly installed.net framewrk, and then install SQL Reprting Services, this permissin may nt be set. If yu encunter an errr referring t permissins n this flder, use Windws Explrer t set the permissin. Fr mre infrmatin, see this File Permissins tpic frm SQL Server Develper Center. Standalne Installatin (SQL Express Advanced) T install Marshal Reprting Cnsle and SQL Express Advanced n the same server, cmplete the fllwing steps. 1. Obtain SQL Server Express Editin (2005 SP2 r 2008) with Advanced Services (dwnlad frm Micrsft). 2. If necessary, btain.net Framewrk 3.5 SP1 (dwnlad frm Micrsft). On the target server: 3. Lg n t the server as an accunt with lcal administratr permissins. 4. Enable IIS (if it is nt already enabled). Fr infrmatin abut enabling IIS n varius Windws versins, see Appendix: Enabling IIS. 5. Install.NET 3.5 SP1. Nte: Yu must enable IIS befre installing the.net framewrk. If yu d nt, SQL Express will nt install crrectly. Fr mre infrmatin and trubleshting help, see Marshal Knwledge Base article Q Install SQL Express Advanced Editin. Nte: The SQL Express installatin first installs prerequisites and supprt files. After prerequisites are installed, click Next t cntinue with the installatin. A. If yu are installing SQL Express 2005 With Advanced Services: In Feature Selectin, add Reprting Services. Nte: Ensure yu select the entire feature (including Reprt Manager) as in the screensht belw. 4

5 INSTALLATION GUIDE Marshal Reprting Cnsle Optinally add Management Studi Express. In Authenticatin Mde, select Mixed Mde and enter a strng passwrd fr the SA accunt. In Reprt Server Installatin Optins, select Install the Default Cnfiguratin. 5

6 INSTALLATION GUIDE Marshal Reprting Cnsle Cmplete the wizard. The installatin will create a Named Instance called SQLExpress. Nte: If yu are installing n a cmputer that already has an instance f SQL Express installed, yu may have t install a different Named Instance. B. If yu are installing SQL Express 2008 With Advanced Services: SQL 2008 requires Windws Pwer Shell. If this package is nt installed, then install it first. Accept the default values except as nted belw. In Feature Selectin, add Database Engine Services and Reprting Services. Optinally add Management Tls - Basic. 6

7 INSTALLATION GUIDE Marshal Reprting Cnsle In Authenticatin Mde, select Mixed Mde and enter a strng passwrd fr the SA accunt. In Reprting Services Cnfiguratin, select Install the Native Mde Default Cnfiguratin. 7

8 INSTALLATION GUIDE Marshal Reprting Cnsle Cmplete the wizard. The installatin will create a Named Instance called SQLExpress. 7. Enable TCP/IP fr SQL Express. Nte: If yu are installing n a cmputer that already has an instance f SQL Express installed, yu may have t install a different Named Instance. A. Navigate t Start>Micrsft SQL Server >Cnfiguratin Tls>SQL Server Cnfiguratin Manager. B. Select Netwrk Cnfiguratin > Prtcls fr SQL Express. Enable TCP/IP. C. Select SQL Server Services. D. Start SQL Server Brwser if it is nt running. SQL Server Brwser is required t allw cnnectins t named instances. 8

9 INSTALLATION GUIDE Marshal Reprting Cnsle E. Restart the SQL Server service fr SQLEXPRESS (r the service name yu just installed). 8. Install Marshal Reprting Cnsle. A. On the Setup Type windw, select a Virtual Directry name used t cnnect t the web applicatin. Yu can accept the default value. Tip: Fr instance, if the name f the server is intranetserver and yu accept the default virtual Directry entry, yu will cnnect t the website as B. On the Database Server Lcatin windw, if yu installed SQL Express with the default cnfiguratin, select the database server lcalhst\sqlexpress. If yu installed a different named instance, select the instance yu installed. (Yu must use the lcal SQL Express installatin as the database server.) Enter a SQL username and passwrd. 9

10 INSTALLATION GUIDE Marshal Reprting Cnsle Nte: The user accunt must be allwed t create databases. T ensure adequate permissins use the SA accunt. C. On the Impersnate User Details windw, enter the Windws accunt and passwrd that Reprting Cnsle will use fr access t lcal resurces. This shuld be a lcal administratr. If yu plan t add users frm the dmain envirnment, this accunt must als be a dmain administratr. D. On the Cnfiguratin windw, enter details f an server that Marshal Reprting Cnsle will use t deliver reprts and administrative messages. Nte: The Sender address must be allwed t send mail thrugh the specified server. The address shuld be valid fr delivery and mnitred by an administratr. 10

11 INSTALLATION GUIDE Marshal Reprting Cnsle Yu can enter a user name and passwrd fr SMTP authenticatin, if required by the server. Click Test t verify the details by sending an . E. On the SQL Reprt Services windw, enter the web address f the SQL Reprting Services website, and enter a deplyment flder lcatin. If necessary yu can find the path using IIS Manager. Tip: Fr instance, if the name f the server is intranetserver and yu installed SQL Express 2005 with default settings, the entry shuld be (fr SQL Express 2008, F. On the final windw f the wizard, accept the defaults t start services and pen the Cnsle in a brwser windw. Tip: See the nte abut Internet Explrer Enhanced Security Cnfiguratin in the Sftware Prerequisites sectin. T cmplete cnfiguratin, yu may need t cnnect frm anther wrkstatin. 9. Cnnect t the Marshal Reprting Cnsle website using an accunt that is an administratr f the server. On the Cnfiguratin>Databases tab, add MailMarshal SMTP and/r WebMarshal databases that yu want t reprt n, and users wh can access the website. T learn mre abut the ptins n this tab, see Help. 11

12 INSTALLATION GUIDE Marshal Reprting Cnsle Separate Server Installatin (SQL Server 2005 r 2008) The detailed instructins in this sectin assume that yu have already installed and cnfigured SQL Server and SQL Reprting Services. Marshal Reprting Cnsle is installed n the same cmputer as SQL Reprting Services. Marshal has validated the fllwing settings fr SQL and Reprting Services in this scenari: Enable TCP/IP cnnectins t SQL Server. Enable Mixed Mde authenticatin n SQL Server. Remte cnnectins frm the Marshal Reprting Cnsle require SQL authenticatin. Enable SQL Server Brwser. This setting allws the Marshal Reprting Cnsle installer t find the SQL Server. After installing SQL Reprting Services 2005, yu must cnfigure settings using Reprting Services Cnfiguratin Manager. The default settings fr mst ptins can be used. The Marshal Reprting Cnsle installatin will present a windw that allws yu t cnfigure these items. Hwever, Marshal recmmends yu ensure that SSRS is initialized befre yu install MRC. Nte: If yu are using SQL Reprting Services 2008, the SSRS installer precnfigures apprpriate settings. Reprt Server Virtual Directry: ReprtServer n default web site. Reprt Manager Virtual Directry: Reprts n default web site. Windws Service Identity: Service Accunt: Lcal System. 12

13 INSTALLATION GUIDE Marshal Reprting Cnsle Web Service Identity: NT Authrity\Netwrk Service, DefaultAppPl Database Setup: Server name: the existing remte SQL Server Database name: ReprtServer Credentials Type: SQL Server - use an accunt with full privileges. This accunt must have permissin t create databases. On the target server fr Marshal Reprting Cnsle: 1. Install Marshal Reprting Cnsle. On the Setup Type windw, select a Virtual Directry name used t cnnect t the web applicatin. On the Database Server Lcatin windw, click Refresh t view a list f available servers. Nte: Only servers running the SQL Server Brwser display in this list. Select r enter the details f the remte SQL server. If the server runs multiple SQL instances, yu can use the frmat servername\instancename. Enter a SQL username and passwrd. Select TCP/IP cnnectin. Nte: The user accunt must be allwed t create databases. On the Impersnate User Details windw, enter the Windws accunt and passwrd that Reprting Cnsle will use fr access t Windws resurces. This shuld be a lcal administratr. If yu plan t add users frm the dmain envirnment, this accunt must als be a dmain administratr. Fr SSRS 2005 installatins nly, if SSRS cnfiguratin is nt cmplete, the SQL Server Reprting Server Cnfiguratin windw displays. On this windw, cnfigure SSRS settings. In mst cases yu can accept the default settings. On the Cnfiguratin windw, enter details f an server that Marshal Reprting Cnsle will use t deliver reprts and administrative messages. 13

14 INSTALLATION GUIDE Marshal Reprting Cnsle Nte: The Sender address must be allwed t send mail thrugh the specified server. The address shuld be valid fr delivery and mnitred by an administratr. Yu can enter a user name and passwrd fr SMTP authenticatin, if required by the server. Click Test t verify the details by sending an . A. On the SQL Reprt Services windw, enter the web address f the SQL Reprting Services website, and enter a deplyment flder lcatin. If necessary yu can find the path using IIS Manager. Tip: Fr instance, if the name f the server is intranetserver and yu installed SQL Server as the default instance, the entry shuld be B. On the final windw f the wizard, accept the defaults t start services and pen the Cnsle in a brwser windw. Tip: See the nte abut Internet Explrer Enhanced Security Cnfiguratin in the Sftware Prerequisites sectin. T cmplete cnfiguratin, yu may need t cnnect frm anther wrkstatin. 2. Cnnect t the Marshal Reprting Cnsle website using an accunt that is an administratr f the server. On the Cnfiguratin tab, add MailMarshal SMTP and/r WebMarshal databases that yu want t reprt n, and users wh can access the website. T learn mre abut the ptins n this tab, see Help. Same Server Installatin (SQL Server 2005 r 2008) The detailed instructins in this sectin assume that yu have already installed and cnfigured SQL Server and SQL Reprting Services. Marshal Reprting Cnsle is installed n the same cmputer as SQL Reprting Services. Marshal has validated the fllwing settings fr SQL and Reprting Services in this scenari: Enable TCP/IP cnnectins t SQL Server. Enable Mixed Mde authenticatin n SQL Server. Enable SQL Server Brwser. This allws the Marshal Reprting Cnsle installer t find the SQL Server. When yu install Reprting Services at the same time as SQL Server, by default the Reprting Services installatin creates apprpriate settings. Yu can review these settings after installatin using Reprting Services Cnfiguratin Manager. Ensure that Reprting Services is initialized befre yu install MRC. Fr infrmatin abut suggested settings see the "separate server installatin" sectin abve. On the target server fr Marshal Reprting Cnsle: 1. Install Marshal Reprting Cnsle. On the Setup Type windw, select a Virtual Directry name used t cnnect t the web applicatin. On the Database Server Lcatin windw, select r enter the server name - d nt use (lcal). If the server runs multiple SQL instances, yu can use the frmat servername\instancename. Enter a SQL username and passwrd. Nte: The user accunt must be allwed t create databases. 14

15 INSTALLATION GUIDE Marshal Reprting Cnsle On the Impersnate User Details windw, enter the Windws accunt and passwrd that Reprting Cnsle will use fr access t lcal resurces. This shuld be a lcal administratr. If yu plan t add users frm the dmain envirnment, this accunt must als be a dmain administratr. On the Cnfiguratin windw, enter details f an server that Marshal Reprting Cnsle will use t deliver reprts and administrative messages. Nte: The Sender address must be allwed t send mail thrugh the specified server. The address shuld be valid fr delivery and mnitred by an administratr. Yu can enter a user name and passwrd fr SMTP authenticatin, if required by the server. Click Test t verify the details by sending an . C. On the SQL Reprt Services windw, enter the web address f the SQL Reprting Services website, and enter a deplyment flder lcatin. If necessary yu can find the path using IIS Manager. Tip: Fr instance, if the name f the server is intranetserver and yu installed SQL Server as the default instance, the entry shuld be D. On the final windw f the wizard, accept the defaults t start services and pen the Cnsle in a brwser windw. Tip: See the nte abut Internet Explrer Enhanced Security Cnfiguratin in the Sftware Prerequisites sectin. T cmplete cnfiguratin, yu may need t cnnect frm anther wrkstatin. 2. Cnnect t the Marshal Reprting Cnsle website using an accunt that is an administratr f the server. On the Cnfiguratin tab, add MailMarshal SMTP and/r WebMarshal databases that yu want t reprt n, and users wh can access the website. T learn mre abut the ptins n this tab, see Help. 15

16 INSTALLATION GUIDE Marshal Reprting Cnsle Appendix: Enabling IIS This sectin briefly utlines the steps and ptins required t enable Internet Infrmatin Services n supprted Windws versins. Windws Server Open Server Manager (Start>Administrative Tls>Server Manager). 2. Expand Rles. 3. Add the Rle Web Server (IIS). 4. On the Select Rle Services windw, in additin t the defaults, add Rle Services ASP.NET and Windws Authenticatin. 16

17 INSTALLATION GUIDE Marshal Reprting Cnsle 5. Cmplete the wizard t enable this cmpnent. Windws Vista 1. Navigate t Start>Cntrl Panel>Prgrams and Features>Turn Windws features n r ff. 2. Select Internet Infrmatin Services. 3. Expand Internet Infrmatin Services, expand the required feature sets, and select ASP.NET and Windws Authenticatin. 4. Click OK t enable this cmpnent. Windws Server Navigate t Start>Cntrl Panel>Add/Remve prgrams>add/remve Windws cmpnents. 17

18 INSTALLATION GUIDE Marshal Reprting Cnsle 2. Select Applicatin Server (the default limited set f ptins is all that is required). 3. Cmplete the prcess t enable this cmpnent. Windws XP 1. Navigate t Start>Cntrl Panel>Add/Remve prgrams>add/remve Windws cmpnents. 2. Select Internet Infrmatin Services (the default limited set f ptins is all that is required). 3. Cmplete the prcess t enable this cmpnent. 18

19 THIS DOCUMENT AND THE SOFTWARE DESCRIBED IN THIS DOCUMENT ARE FURNISHED UNDER AND ARE SUBJECT TO THE TERMS OF A LICENSE AGREEMENT OR A NON-DISCLOSURE AGREEMENT. EXCEPT AS EXPRESSLY SET FORTH IN SUCH LICENSE AGREEMENT OR NON-DISCLOSURE AGREEMENT, MARSHAL LIMITED PROVIDES THIS DOCUMENT AND THE SOFTWARE DESCRIBED IN THIS DOCUMENT "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. SOME JURISDICTIONS DO NOT ALLOW DISCLAIMERS OF EXPRESS OR IMPLIED WARRANTIES IN CERTAIN TRANSACTIONS; THEREFORE, THIS STATEMENT MAY NOT APPLY TO YOU. This dcument and the sftware described in this dcument may nt be lent, sld, r given away withut the prir written permissin f Marshal, except as therwise permitted by law. Except as expressly set frth in such license agreement r nn-disclsure agreement, n part f this dcument r the sftware described in this dcument may be reprduced, stred in a retrieval system, r transmitted in any frm r by any means, electrnic, mechanical, r therwise, withut the prir written cnsent f Marshal. Sme cmpanies, names, and data in this dcument are used fr illustratin purpses and may nt represent real cmpanies, individuals, r data. This dcument culd include technical inaccuracies r typgraphical errrs. Changes are peridically made t the infrmatin herein. These changes may be incrprated in new editins f this dcument. Marshal may make imprvements in r changes t the sftware described in this dcument at any time Marshal Limited, all rights reserved. U.S. Gvernment Restricted Rights: The sftware and the dcumentatin are cmmercial cmputer sftware and dcumentatin develped at private expense. Use, duplicatin, r disclsure by the U.S. Gvernment is subject t the terms f the Marshal standard cmmercial license fr the sftware, and where applicable, the restrictins set frth in the Rights in Technical Data and Cmputer Sftware clauses and any successr rules r regulatins. Marshal, MailMarshal, the Marshal lg, WebMarshal, Security Reprting Center and Firewall Suite are trademarks r registered trademarks f Marshal Limited r its subsidiaries in the United Kingdm and ther jurisdictins. All ther cmpany and prduct names mentined are used nly fr identificatin purpses and may be trademarks r registered trademarks f their respective cmpanies. Marshal s Wrldwide and EMEA HQ Marshal Limited, Renaissance 2200, Basing View, Basingstke, Hampshire RG21 4EQ United Kingdm Phne: +44 (0) Fax: +44 (0) emea.sales@marshal.cm Americas Marshal Inc Peachtree Dunwdy Rad NE, Suite 770, Atlanta, GA USA Phne: Fax americas.sales@marshal.cm inf@marshal.cm Asia-Pacific Marshal Sftware (NZ) Ltd Suite 1, Level 1, Building C Millennium Centre 600 Great Suth Rad Greenlane, Auckland New Zealand Phne: Fax: apac.sales@marshal.cm 19