Dell Statistica Document Management System (SDMS) Installation Instructions

Dell Statistica Document Management System (SDMS) Installation Instructions

2015 Dell Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Dell Inc. The information in this document is provided in connection with Dell products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Dell products. EXCEPT AS SET FORTH IN THE TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, DELL ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL DELL BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF DELL HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Dell makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Dell does not make any commitment to update the information contained in this document. If you have any questions regarding your potential use of this material, contact: Dell Inc. Attn: LEGAL Dept 5 Polaris Way Aliso Viejo, CA 92656 Refer to our Web site (software.dell.com) for regional and international office information. Trademarks Dell, the Dell logo, and Statistica are trademarks of Dell Inc. Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other trademarks and trade names may be used in this document to refer to either the entities claiming the marks and names or their products. Dell disclaims any proprietary interest in the marks and names of others. Legend CAUTION: A CAUTION icon indicates potential damage to hardware or loss of data if instructions are not followed. WARNING: A WARNING icon indicates a potential for property damage, personal injury, or death. IMPORTANT, NOTE, TIP, MOBILE, or VIDEO: An information icon indicates supporting information. Dell Statistica Document Management System (SDMS) Installation Instructions Updated September 2015

Contents Notes... 4 Server Installation... 5 Client installation... 7 Client installation (from server installation)... 7 Client installation (from DVD or download)... 7 Uninstallation... 9 IIS requirements... 10 Indexing Service... 11 About Dell... 12 Contacting Dell... 12 Technical support resources... 12 3

1 Notes The installation of the Statistica Document Management System (SDMS) entails two parts: 1) server installation and 2) workstation installations on client computers. Installation of SDMS requires Windows TM Vista, Windows 2003, or later. The installation of SDMS does not require that Statistica software be installed on the system. 4

2 Server Installation 1. Server installation requires Internet Information Services (IIS). Indexing Service is required for versions of Windows older than Windows Server 2012 and Windows 8. These Windows Features should be activated via the Control Panel: select Add or Remove Programs (Windows Server 2003) or Programs and Features (Windows Vista, Windows 7, Windows 8, Windows Server 2008, or Windows 2012), and then select Turn Windows features on or off (in the Control Panel Home pane on the left) before beginning the server installation. For the full list of required IIS sub-features, see the IIS requirements section at the end of this document. 2. Ensure that no other applications are running. 3. If you have a DVD, insert it into a reader, or download the program from support.software.dell.com, and then double-click Setup.exe to begin the server installation process (must run with administrator rights). 4. The Welcome dialog box is displayed. Click the Next button. 5. In the Setup Type dialog box, you are prompted to select the installation type. Install both SDMS Server and Client: If you want to be able to access SDMS on the server, the client graphical user interface (GUI) must be installed on the server. Consequently, select the Install both SDMS Server and Client option button, and click the Next button. Install SDMS Server: If you do not want to access SDMS on the server, select the Install SDMS Server option button, and click the Next button. 6. In the SDMS Key and Install Code dialog box, enter the 5-digit SDMS key, 10-digit install code, and serial number provided by Dell. Click the Next button. 7. In the License Agreement dialog box, select I agree to the terms of the license agreement and click the Next button to agree with the licensing terms and proceed with the installation. 8. In the Setup Type dialog box, select the Typical option button to install standard program features. Click the Next button. 9. In the SDMS Database Install Type dialog box, select whether you want to create a new SDMS database or use an existing SDMS database. 10. In the Database Management System Selection dialog box, select the database management system of your choice. SQL Server: In the Data Link Properties dialog box, on the Connection tab, enter or select the server name where the SQL Server database is located, enter the information required to gain access to the server, and select the database on the server where the SDMS schema will be applied. If a specific DB user name is specified, be sure to select the Allow saving password check box. Oracle: In the Data Link Properties dialog box, on the Connection tab, enter the name of the server where the Oracle database is located and enter the information required to gain access to the database. 11. Click Test Connection to ensure that the connection information is correct. 12. If the test connection is successful, click the OK button to apply the connection information. If the test is unsuccessful, verify that the connection information is correct and try again. 13. If installing to a new database, the database tables and views will be processed at this time. 14. You are prompted to register your license with Dell. Fill in the requested information and click the Next button. Note that all fields are required. 15. You are given the option of either automatically sending the licensing information to Dell by email or manually sending the registration information file to Dell after the installation. The initial installation will include a license file that is set to expire 14 days after installation. Once the licensing information is 5

received and processed by Dell, you will receive an email containing your full and complete licensing for the entire timeframe of your licensing period. Automatically email licensing information to StatSoft: Select this option and click the Next button. You may be prompted by your email client that an application is trying to send email. Click Yes to allow the email to be sent. Otherwise, if an email client is not available on the server, the manual option is recommended. Manually email the registration file after installation: Select this option and click the Next button. You will be prompted for a location to save the registration information. Select the location and click the Next button. 16. In the Ready to Install the Program dialog box, click the Install button to install files and process other system updates as required. A progress bar will be shown advising on the status of the installation process. 17. Once complete, you will be prompted to finish the installation. Click the Finish button to complete. If necessary, the installation process may require a reboot of the operating system (i.e., for installing XML Parser). The reboot (if prompted) is required before using SDMS. Note that a default account is set up within SDMS with user name admin and password abcdef. To use this admin account, click the No button when you see Would you like to use integrated Windows login. 6

3 Client installation These installs can be conducted from either the server installation, DVD, or download. Topics: Client installation (from server installation) Client installation (from DVD or download) Client installation (from server installation) Using the Server installation instructions as directed in the Server installation section results in both a server and client installation. To install an SDMS workstation on a client computer, use the following steps: 1 Ensure that no other applications are running. 2 Browse to the Workstation Installer folder on the server (as installed above) and double-click Setup.exe to begin the installation process (must run with administrator rights). 3 The Welcome dialog box is displayed. Click the Next button. 4 In the Setup Type dialog box, select the Typical option button, and click the Next button. [Note that the Typical option, by default, does not install the SDMS Client Graphical User Interface (GUI). To install the SDMS Client GUI, select the Custom option button, click Next, and in the Custom Setup dialog box, click the drop-down arrow next to GUI Client, and select This feature will be installed on local hard drive.] 5 In the Ready to Install Program dialog box, click the Install button to start installing the program files and other system updates. A progress bar will be shown advising on the status of the installation process. 6 During the installation, system updates may need to be applied. Some updates, such as XML parser, will launch a separate installation routine. Advance through the installation routines for any required updates. 7 After the files have been copied to your computer, click the Finish button to complete the installation. If necessary, the installation process may require a reboot of the operating system (i.e., for installing XML Parser). The reboot (if prompted or not) is required before using SDMS. Client installation (from DVD or download) Using the Server installation instructions as directed above will result in both a server and client installation. To install the client on additional workstations, use the following steps: 1 Ensure that no other applications are running. 2 If you have a DVD, insert it into a reader, or download the program from support.software.dell.com, and then double-click Setup.exe to begin the installation process (must run with administrator rights). 3 The Welcome dialog box is displayed. Click the Next button. 4 In the Setup Type dialog box, you will be prompted to select the installation type. Select Install SDMS client. Click the Next button. 7

5 In the Setup Type dialog box, select the Typical option button and click the Next button. [Note that the Typical option, by default, does not install the SDMS Client Graphical User Interface (GUI). To install the SDMS Client GUI, select the Custom option button, click Next, and in the Custom Setup dialog box, click the drop down arrow next to GUI Client, and select This feature will be installed on local hard drive.] 6 In the Client Configuration Information dialog box, enter the Server name and Port number to be used for communication from the SDMS client to the SDMS server through HTTP Protocol. Click the Next button. 7 In the Ready to Install Program dialog box, click the Install button to start installing the program files and other system updates required. A progress bar will be shown advising on the status of the installation process. 8 During the installation, system updates may need to be applied. Some updates, such as XML parser, will launch a separate installation routine. Advance through the installation routines of the required updates. 9 After the files have been installed on your computer, click the Finish button to complete the installation. If necessary, the installation process may require a reboot of the operating system (i.e., for installing XML Parser). The reboot (if prompted) is required before using SDMS. 8

4 Uninstallation To uninstall SDMS, follow these steps: 1 Ensure that no other applications are running. 2 In the Control Panel, select Add or Remove Programs (Windows Server 2003) or Programs and Features (Windows Vista, Windows 7, Windows 8, Windows Server 2008, or Windows 2012). 3 Scroll down through the list of programs to SDMS. Right-click and select Uninstall. 4 During the uninstall process, you may be prompted to close the Statistica Document Management System process. Click OK to continue the uninstall. 9

5 IIS requirements SDMS Server requires the IIS feature to be installed. Operating systems later than Windows Server 2003 require the following IIS sub-features: Internet Information Services > Web Management Tools: IIS Management Console, IIS Management Service. Internet Information Services > Web Management Tools > IIS 6 Management Compatibility: IIS Metabase and IIS 6 configuration compatibility. Internet Information Services > World Wide Web Services > Application Development Features:.NET Extensibility, ASP.NET, CGI, ISAPI Extensions, ISAPI Filters. Internet Information Services > World Wide Web Services > Security: Request Filtering, Windows Authentication. 10

6 Indexing Service SDMS Server requires the Indexing Service feature to be installed for versions of Windows older than Windows 2012 and Windows 8. To install the Indexing Service on Windows 2008 follow these steps: Start Sever Manager via the Start Menu Administrative Tools. Click on Roles (left navigation pane). Select Add Role in the Roles Summary pane to the right. Select the File Services role. Click Next. On the Select Role Services page, click to select the Indexing Service check box under Windows Server 2003 File Services. Click Next. On the Confirm Installation Selections page, click Install. 11

7 About Dell Dell listens to customers and delivers worldwide innovative technology, business solutions and services they trust and value. For more information, visit www.software.dell.com. Contacting Dell Technical Support: Online Support Product Questions and Sales: (800) 306-9329 Email: info@software.dell.com Technical support resources Technical support is available to customers who have purchased Dell software with a valid maintenance contract and to customers who have trial versions. To access the Support Portal, go to http://software.dell.com/support/. The Support Portal provides self-help tools you can use to solve problems quickly and independently, 24 hours a day, 365 days a year. In addition, the portal provides direct access to product support engineers through an online Service Request system. The site enables you to: Create, update, and manage Service Requests (cases) View Knowledge Base articles Obtain product notifications Download software. For trial software, go to Trial Downloads. View how-to videos Engage in community discussions Chat with a support engineer 12