canvasplanning:serversetup

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canvasplanning:serversetup [2018/06/04 12:52]
pcevli [Step 6: Web Service User Credentials]
canvasplanning:serversetup [2020/10/12 19:52] (current)
pcevli [Step 4: Server Names_Multi-Server Installation]
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 To start the install, double click on **Callisto64_xxx.msi** or **EPM64_xxxx.msi** --> click on **Next**.\\  To start the install, double click on **Callisto64_xxx.msi** or **EPM64_xxxx.msi** --> click on **Next**.\\ 
 Note: **xxxx** refers to a 4 digit number that identifies the specific build number of the install.\\ {{:canvasplanner:1.png|}} Note: **xxxx** refers to a 4 digit number that identifies the specific build number of the install.\\ {{:canvasplanner:1.png|}}
 +
 +\\ 
 ==== Step 2: Server Installation Folder ==== ==== Step 2: Server Installation Folder ====
 Accept or change the folder the server software will be installed into.  Click on **Next** to continue.\\  Accept or change the folder the server software will be installed into.  Click on **Next** to continue.\\ 
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 Click **Install** to continue.\\ {{:canvasplanner:3.png|}}\\ {{:canvasplanner:4.png|}} Click **Install** to continue.\\ {{:canvasplanner:3.png|}}\\ {{:canvasplanner:4.png|}}
  
 +\\ 
 ==== Step 3: Software to Install ==== ==== Step 3: Software to Install ====
 Select the software components to install on this server.  For a single server installation, such as a demo server, just accept the selection of all 4 software components and the Sample database.  Click Next to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_1.png|}} Select the software components to install on this server.  For a single server installation, such as a demo server, just accept the selection of all 4 software components and the Sample database.  Click Next to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_1.png|}}
  
-==== Step 4: Server Names ==== +\\  
-Enter the names of the servers to be used by your Server installation.  For a single server environment just accept localhost for all servers to get best performance.  Click Next to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_2.png|}}+==== Step 4: Server Names_Single Server Installation ==== 
 +Enter the names of the servers to be used by your Server installation. \\ For a single server environment just accept localhost for all servers to get best performance. \\ Click Next to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_2.png|}}
  
 +\\ 
 +==== Step 4: Server Names_Multi-Server Installation ====
 +Multi-servers installation, at this step: \\
 +{{:canvasplanning:pasted:20190930-071251.png}}
 +  * Above screenshot, SSAS is installed at SQL Server end.
 +  * OLAP Server should be **application server name** if SSAS is installed at application server.
 +  * If SSAS server is installed at application server, please make sure all service accounts for SSAS(app server) / SQLServer / SQLServerAgent instances are domain accounts with enough/proper rights. So the two servers can communicate with each other for EFP to work.
 +
 +\\ 
 ==== Step 5: IIS Site Names ==== ==== Step 5: IIS Site Names ====
 This dialog box only appears when you select the Web Service software component in step 3.  Normally you do not need to change this entry.  If the IIS Server on this machine has been reconfigured to use a different name for the default web site, enter the appropriate name here.\\ {{:canvasplanning:canvasplanner_v4_2017_3.png|}} This dialog box only appears when you select the Web Service software component in step 3.  Normally you do not need to change this entry.  If the IIS Server on this machine has been reconfigured to use a different name for the default web site, enter the appropriate name here.\\ {{:canvasplanning:canvasplanner_v4_2017_3.png|}}
  
 +\\ 
 ==== Step 6: Web Service User Credentials ==== ==== Step 6: Web Service User Credentials ====
 This dialog box only appears when you select the Web Service software component in step 3. This dialog box only appears when you select the Web Service software component in step 3.
  
-In the top section, enter the user id and password that the Admin Web Service will be configured to use for privileged access to SQL databases, and administrator access to SQL Server Analysis Services, which is **User ONE**. +In the top section, enter the user id and password that the Admin Web Service will be configured to use for privileged access to SQL databases, and administrator access to SQL Server Analysis Services, which is **the User ONE** from [[https://docu-pc.com/efp/doku.php?id=efp:tech:installguide:pre#server|Pre-requisiters NO.8]].
- +
-In the lower section, enter the user id and password that the reporting Web Services will be configured to use for access to SQL databases, and NOT administrator access to SQL Server Analysis Services, which is **User TWO** +
  
 +In the lower section, enter the user id and password that the reporting Web Services will be configured to use for access to SQL databases, and NOT administrator access to SQL Server Analysis Services, which is **the User TWO** from [[https://docu-pc.com/efp/doku.php?id=efp:tech:installguide:pre#server|Pre-requisiters NO.8]].\\  
 **(Note: If this User Id has administrator access to SQL Server Analysis Services there will be NO security in mobile and browser reporting and all users will be able to see all data.)** **(Note: If this User Id has administrator access to SQL Server Analysis Services there will be NO security in mobile and browser reporting and all users will be able to see all data.)**
  
 **User Id must be entered in the full format of domain\username**.\\ Click OK to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_4.png|}} **User Id must be entered in the full format of domain\username**.\\ Click OK to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_4.png|}}
  
 +\\ 
 ==== Step 7: Set Service Login ==== ==== Step 7: Set Service Login ====
-These dialog boxes only appear if you select the NT Service and Web Report Services software components in step 3.+These dialog boxes only appear if you select the NT Service and Web Report Services software components in step 3. **Username must be entered in the full format of domain\username.**.
  
-First prompt is for the NT Service setup. Enter the user id and password the CallistoService will be configured to use for access to SQL Server and SQL Server Analysis Services. After the installation is completed, these credentials can be changed by changing the Log On properties for the Service named “CallistoService”+First prompt is for the NT Service setup. (**Here should be the User ONE.**)\\ Enter the user id and password the CallistoService will be configured to use for access to SQL Server and SQL Server Analysis Services. After the installation is completed, these credentials can be changed by changing the Log On properties for the Service named “CallistoService”. Click OK to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_5.png|}}
-\\ **Username must be entered in the full format of domain\username**. Click OK to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_5.png|}}+
  
-Second prompt is for the Web Report Services setup. Enter the user id and password the CLRptService will be configured to use for access to SQL Server and SQL Server Analysis Services. After the installation is completed, these credential can be changed by changing the Log On properties for the Service named “CLRptService”. **(Note: This user id should not be configured as an Administrator in SQL Server Analysis Services, and it should not be a user id that is used in any Performance Management Security Roles!  Otherwise, security will not work correctly in mobile and browser reporting and users will be able see data they should not have access to.)** Click OK to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_6.png|}}+Second prompt is for the Web Report Services setup. (**Here should be the User TWO.**)\\ Enter the user id and password the CLRptService will be configured to use for access to SQL Server and SQL Server Analysis Services. After the installation is completed, these credential can be changed by changing the Log On properties for the Service named “CLRptService”.\\ **(Note: This user id should not be configured as an Administrator in SQL Server Analysis Services, and it should not be a user id that is used in any Performance Management Security Roles!  Otherwise, security will not work correctly in mobile and browser reporting and users will be able see data they should not have access to.)** Click OK to continue.\\ {{:canvasplanning:canvasplanner_v4_2017_6.png|}}
  
 +\\ 
 ==== Step 8: Warning messages ==== ==== Step 8: Warning messages ====
 If everything installs with no problems, this dialog box will not appear.  If any errors occur during the install a warning dialog box similar to the following will appear.  The messages will indicate if the error can be manually corrected after the install.  To save a copy of the full install log, click the Yes button and a file will be created on your desktop.  After that you will receive a dialog box where you can decide to complete the install or cancel the install.  If you click OK to complete the install all of the files for the installation will be left in place. If you click Cancel all components will be uninstalled.\\ {{:canvasplanner:10.png|}}\\ {{:canvasplanner:11.png|}} If everything installs with no problems, this dialog box will not appear.  If any errors occur during the install a warning dialog box similar to the following will appear.  The messages will indicate if the error can be manually corrected after the install.  To save a copy of the full install log, click the Yes button and a file will be created on your desktop.  After that you will receive a dialog box where you can decide to complete the install or cancel the install.  If you click OK to complete the install all of the files for the installation will be left in place. If you click Cancel all components will be uninstalled.\\ {{:canvasplanner:10.png|}}\\ {{:canvasplanner:11.png|}}
  
 +\\ 
 ==== Step 9: Installation of Sample application ==== ==== Step 9: Installation of Sample application ====
 If “Sample SQL database” was selected on the software to install page, the “Install Sample Application” program will start up automatically and display this page.\\ {{:canvasplanning:canvasplanner_v4_2017_7.png|}}\\  If “Sample SQL database” was selected on the software to install page, the “Install Sample Application” program will start up automatically and display this page.\\ {{:canvasplanning:canvasplanner_v4_2017_7.png|}}\\ 
   * Enter the URL to connect to your server – enter the url to connect to the web server.  For a server the default is normally okay.   * Enter the URL to connect to your server – enter the url to connect to the web server.  For a server the default is normally okay.
-  * Enter your server userid – enter a privileged userid that is a System Administrator for the Callisto server. Normally this is the same userid entered for the Web Service User Credentials that is automatically setup as a Callisto System Administrator.\\ **User Id must be entered in the full format of domain\username.**+  * Enter your server userid – enter a privileged userid that is a System Administrator for the Callisto server. Normally this is the same userid entered for the Web Service User Credentials that is automatically setup as a Callisto System Administrator. (Here should be the **User ONE**.)\\ **User Id must be entered in the full format of domain\username.**
   * Enter your server password – enter the password for the userid.   * Enter your server password – enter the password for the userid.
  
 (Note: The Install_Sample_Application can be run at any time from the short cut link on the desktop.  If you “Close” without actually installing the “Sample” app, you can install it later.) (Note: The Install_Sample_Application can be run at any time from the short cut link on the desktop.  If you “Close” without actually installing the “Sample” app, you can install it later.)
  
 +\\ 
 ==== Step 10: After Installation making Sample database available ==== ==== Step 10: After Installation making Sample database available ====
 After successful installation of the server, Deploy the Sample database to make it available for reporting: After successful installation of the server, Deploy the Sample database to make it available for reporting:
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   - At this point, this list of people can access the Sample database from the Excel Add-in and write data from input schedules.   - At this point, this list of people can access the Sample database from the Excel Add-in and write data from input schedules.
  
 +\\ 
 ==== Step 11: Installation Complete ==== ==== Step 11: Installation Complete ====
 Congratulations.  This means you have successfully completed your Server installation.\\ {{:canvasplanner:12.png|}} Congratulations.  This means you have successfully completed your Server installation.\\ {{:canvasplanner:12.png|}}
  • canvasplanning/serversetup.1528116759.txt.gz
  • Last modified: 2018/06/04 12:52
  • by pcevli