- (optional) Planner Multi-Server Installation
- Deploy (Please Save & CheckIn before you deploy to make all the changes effective.)
The Best Practice recommendation is to run Canvas Planner and pcFinancials on a dedicated server with SQL Server (MSSQL), Analysis Server (MSAS) and Internet Information Server (IIS) installed. In this recommended scenario the source database(s) will exist on another server and will be linked to the pcFinancials dedicated server.
Other setups are possible as well. For example it is possible to run IIS on a separate server. MSAS is also possible to run on a separate server. In a low budget scenario it is also possible to run everything on one server including the source database systems.
Anyhow, on this page we only describe the recommended setup.
All what is described on this page has to be done before the installation of Canvas Planner and pcFinancials.
Create a new domain account (pcFinancials Service Account), which has local administrator rights on the server where pcFinancials will be installed.
In this example:
The pcFinancials_Service account needs read access to the source database on the source database server.
Setup the security in SQL Server Database Engine
(This is to add the pcFinancials_Service account, so it can access things in SQL)
Setup the security in SQL Server Analysis Services
(This is to add the pcFinancials_Service account to SSAS so it can deploy and view cubes)
The pcFinancials Service account needs to run 3 Services
Check IIS: the default website & port number (OPTIONAL)
If you want to install CanvasPlanner against a different site & a different port number, you need to create a new site with a different port number
When you run Canvas Planner: