canvasplanning:serversetupv3

Canvas Planner Server Setup version 3 or older

To start the install, double click on EPM64_xxxx.msi –> Next.
Note:

  • EPM32_xxxx.msi for a 32 bit server.
  • xxxx refers to a 4 digit number that identifies the specific build number of the install.

Accept or change the folder the server software will be installed into. Click Next to continue.
We highly recommend to use the default installation path.

Click Install to continue.

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 3 software components and the Sample database. Click Next to continue.

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.

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.

This dialog box only appears when you select the Web Service software component in step 3. Enter the user id and password that the Web Service will be configured to use for privileged access to SQL databases, and analysis services databases.
User Id must be entered in the full format of domain\username. Click OK to continue.

This dialog box only appears when you select the NT Service software component in step 3. Enter the user id and password the NT Service will be configured to use for access to sql databases and analysis services databases. After the installation is completed, these credentials can be changed by changing the Log On properties for the Service named “CallistoService”.
Username must be entered in the full format of domain\username. Click OK to continue.

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.


Step A: 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.

  • 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.
  • Enter your domain name – enter the domain name 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.)

Step B: After Installation making Sample database available

After successful installation of the server, Deploy the Sample database to make it available for reporting:

  1. Open the Modeler, and select the Sample database.
  2. Select the Deploy action to build the Analysis Services database and make the application available for Excel reporting. At this point only Administrators on the server will have access.

To grant full write access to some users:

  1. Select the Security Roles page, and open the T1 security role.
  2. On the T1 role page, select the Role Members tab.
  3. Click Check Out so you can make changes.
  4. For all users add their windows user names to the list.
  5. Click Check In and save your changes.
  6. Click Deploy Role for users to see the effect of your changes.
  7. At this point, this list of people can access the Sample database from the Excel Add-in and write data from input schedules.


Congratulations. This means you have successfully completed your Server installation.


  1. Login “Modeler

    When trying to login to Modeler, if the normal login name is domain.local. The user needs to be entered as domain.local\name also in the modeler, not as domain\name. (It works sometimes anyway but it might give wrong menu when you login excel client.)
  2. Select Application window will pop up, click on Server Setup
  3. In ServerSetupForm window –> choose License tab –> click on Open License File –> select .lic file in pcDOWNLOAD folder –> Open –> click on Save License to Server
  4. Successfully saved license to server window will pop up, click on OK


A common problem encountered on the first Deploy attempted on a new server is caused by an incomplete setup of SQL Server database security on a new installation of SQL Server and Analysis Services. By default, a new installation of Analysis Services is not granted access to SQL Server databases. For the UserID that Analysis Services is configured to run as, you must configure SQL Server Security to grant that user access to SQL Server databases.


To install in a multi server environment, you only need to run the install on the Web Server. The UserID entered in Step 7 for the Web Server User Credentials must have system admin rights in SQL Server and Administrator rights in Analysis Services. Multi-Server Installation Details

  • canvasplanning/serversetupv3.txt
  • Last modified: 2017/05/26 06:52
  • by pcevli