Windows Installer (Analyze PRO 5.3)

Analyze PRO 5.3 - Windows Installer Guide

Windows User Access

It is of vital importance, that the security context that these services run under, are set up correctly according to the security policy of the system.

If these settings deviate from the default settings it may cause the web-server to fail and/or behave in a strange manner and Analyze PRO may not work and/or be possible to install.
The windows user that you use for running the setup should be a local administrator or a  domain administrator.

Please verify that this is OK before proceeding.

Upgrade scenario

When upgrading from 4.x to 5.x you MUST use the windows installer.

The first thing you should do is taking a backup (file copy) of the application and your database. Then you should uninstall the application before running the installation.

When upgrading, you MUST install the application to the same path as the earlier version was installed to, or else you need to manually move the files that is left behind in the old folder when uninstalled.

See this section regarding Upgrading your solution.
 
 

Setup step through - Inserting the CD/start screen

When you start the Analyze PRO setup (setup_x86.hta), a splash screen will open. 

 

 

TIP! Before starting the installation, ensure that your Windows user context have sufficient permissions to install software on the target system. 

⇒ Click “Analyze PRO 5.3” to start the installation.

 

Installation warnings

When you start the installation a popup dialog in your browser may occur. This is a warning that you are starting active content from within a browser. Allow this and go on for the setup to start up. 

 

First page in the installation process

The first page you see in the installation is a standard welcome page.
 
⇒ Press “Next”.

 

Select installation folder

Enter the path to the folder where you want the Business Analyze application to be installed, or click the Browse button to select the folder of your choice.

⇒ Click Next to continue.

The Analyze PRO application files will now be copied to the selected directory.

 

Confirm the installation

 

⇒ Click “Next”.

 

 

Read the installation notes

 

Before you go on, carefully read the latest installation notes. This document contains important information that you must understand in order to have a successful installation experience.

⇒  Click “Next” when you have read the installation notes.

 

Running the installation

Wait while the setup program installs the application (file copying).

This may take a few minutes.

 

Server Validation

TIP! Sometimes the installation windows popups behind the dialog. Swith to the dialog press Alt+Tab.

 

Before going on with configuration the application we need to validate that the server is correct set-up.

  • We validate if the Application Server is ok.  
  • Web Server (IIS) is installed.
  • .Net Framework installed and activated in Web Server.
  • On IIS 7.0/7.5 we also validate if authentication is activated.

⇒  Click “Validate” and follow the guidelines. If all is ok Click “Next”.

If validation failed then you can check if all is installed correct according to the prerequisites section and add missed components.

Check the .Net section.

⇒ Click on “Validate” again until you get this screen:

 

 

 

If all is validate correctly you will get this screen:

.Net version on server: 4.5.1 or later is the lowest supported version on Analyze PRO 5.3.

 

Optional: Installing old reports packages (Reports module)

 

 

If you want to install an old reports package, you must provide a license file by check the checkbox and clicking on the “Browse”-button and select the file. In most cases, the name of the license file ends with .lic. When the file is selected;

⇒ Click continue.

If you do not want to provide a license file for this installation, press “Next”. 

Packages based on the new Analysis platform do not use this option.  This is only for compatibility with older version of Business Analyze software.

 

Setting the virtual directory

 

Select a website and a virtual directory. This is the address to the Business Analyze application.

The list IIS Web server Instance contains the existing websites on your server.

⇒ Choose the preferred website.

You can also select which application pool you want the virtual server to be created in. Default Business Analyze creates its own application pool during the setup.

⇒ Choose the preferred Application Pool.

The list IIS Virtual Directory contains the existing virtual directories on the server instance you selected previously. Select one of the existing virtual directories to re-use it for this installation.

If you wish to create a new virtual directory for this installation, type the desired name.

⇒ Choose or create the virtual directory

⇒ Click Next.

TIP

 

If you set the virtual directory name to businessanalyze, the URL used when accessing the Business Analyze application will be:
http://<specified website>/businessanalyze

 

Connect to the Analyze PRO database server

 

This dialog sets up a connection to the server that will be hosting the Business Analyze database.  This must be a Microsoft SQL Server. See own section which describes the requirements for SQL Server.

Expand the SQL Server list to see the existing servers on your local network. If the server you desire isn’t in the list, simply type the name or IP-address.

⇒ Select or type the server name

Select Authentication method, and provide credentials if required.

⇒ Click “Next”.

TIP

 

User must have the sysadmin role because he will be creating new logins, and creating new database or upgrading an existing one.

Verify that the connection works by clicking the Test Connection button.

 

Installing the Analyze PRO System Database and Cache Database

 

The database you specify in this dialog will be the system database for the Analyze PRO application.

If this is a new installation select “Install to a new database”.

⇒ Type the desired name for the system database.

⇒ Type the desired name for the cache database. 

⇒ Click “Next”

 

TIP

 

The cache database could be the same as the system database. But we recommend to have it split into two databases since the cache mechanisme creates new tables with GUID-like names. If your not going to use cache then reuse the system database.

 

 

The system database will be created and populated with initial values.

If you want to upgrade an existing database, select “Upgrade an existing database”. Select the existing Business Analyze system database from the dropdown list.

You can also select an existing database to use for cache.

⇒Click “Next” and the Business Analyze database and tables will be upgraded to the latest version.
 

Please be patient, database installation may take several minutes.

You will be notified when the installation is done:

 

 

Database login for Analyze PRO newly created database

 

 

The Analyze PRO application needs to connect to the database you just installed. A SQL Server login will be needed for this purpose, you can use an existing database login, or create a new. This login will be used by the Analyze PRO application when reading, writing or updating data in its internal system database and cache database.

To use an existing login, select the login name from the Username dropdown list, and type the password for this login in the Password field. Click “Next”  to check the credentials and use this login.

To create a new login, enter the username in the Username field, enter the desired password in the Password field. Confirm the password by entering it again in the Confirm password field. Click Continue and the database login will be created on your database server.

 

TIP

 

Make sure the password you supply confirms to the password policy. You will be allowed to create a password that doesn't confirm to policy, but it won't work.

 

Configuring e-mail server settings

 

This dialog allows the user to specify connection settings used by the Business Analyze system for sending e-mails.

⇒ Enter the host name or IP address to your mail server.

⇒ If your mail server requires you to connect to a specific port, enter it in the “Optional Port” field.

If your mail server requires authentication, check the “Use authentication” checkbox and enter the credentials.
⇒ Click Continue.

TIP

 

To test the e-mail configuration, type a valid e-mail address in the E-mail recipient field, and click Test connection.

 

 

Configure language settings

 

This dialog enables you to configure the language settings and default layout for the application.      

⇒ Select the default language for the user interface in the top box.

⇒ Select the active languages for this installation in the Select active languages list.

⇒ Select the default layout in the product.

⇒ Click Next

 

Optional: Installing licences from file

 

If you have specific licence files for the installation please add them:

⇒ Click the Add button and select your license files.

⇒ Click Next

If you have not got licences files but a customer indentification token then Click Next without adding licence files.

You will you this later on in the web installation.

 

Installation complete!

 

A dialog will now show the installation process and when finished it reports your complete.

Next we need to configure the solutions from the web!

 

 

Access the application from the

Start Menu -> Business Analyze -> Business Analyze