Product Documentation

Installing Server Roles from the Graphical Interface

Jun 05, 2015
Installing Services Manager server roles using the graphical interface comprises three procedures:
  • Perform readiness checks
  • Create system databases
  • Deploy (install) server roles

To perform readiness checks

Typically, environment readiness checks are done infrequently.
  1. From the Autorun folder on the installation media, double-click Autorun.exe.
  2. On the Select Deployment Task page, select Perform Readiness Checks.
  3. On the Prepare Environment page:
    • Select Extend Active Directory Schema. This verification queries Active Directory to determine if the schema has the expected custom extension attributes. If you plan to install the Exchange Web Service later, you can perform this verification at that time.

      If the verification cannot be completed, a message is provided (such as, the computer is not in a domain, the current user is not a domain user or does not have permission to query the schema).

    • Select Create DNS Aliases. The control panel uses DNS aliases to locate the servers where its components will be deployed. This verification ensures the aliases have been configured.
      • CORTEXSQL - the database server hosting the system databases
      • CORTEXPROVISIONING - the computer where the Provisioning server role will be installed
      • CORTEXWEB - the computer where the Web server role will be installed

To create system databases

This procedure assumes you have already installed the Microsoft SQL Server database software (minimum SQL Server 2008 R2) and SQL Server Reporting Services.
  1. Double-click Setup.exe.
  2. On the Select Deployment Task page, select Deploy CloudPortal Services Manager.
  3. On the Deploy CloudPortal Services Manager page, select Create System Databases.
  4. On the Create Deployment Configuration File page, browse to the directory where you want to store the XML deployment configuration file, then enter a file name.
  5. On the Create Primary Databases page, configure the following information about the SQL Server that will store system configuration information:
    • Specify the server address.
    • Specify the port number. Default = 1433
    • Select the authentication mode: Windows or SQL. Default = Windows
    • Specify login credentials. (Optional if using Windows authentication and integrated security)
    • Select the Auto-create SQL logins checkbox if you want the SQL Server user accounts on the next page to be created.

    You can test the connection to the database.

  6. Enter passwords for the SQL Server logins required to ensure cross-domain access to the databases: OLM, OLMReports, CortexProp, and ExchangeLogs. This is optional if you selected the Auto-create SQL logins checkbox on the previous page.
  7. Review the Summary page. If you want to change anything, return to the appropriate configuration page. When the summary contains the settings you want, click Commit.
  8. The Applying Configuration page displays progress. After the system databases are successfully configured, the Deploy CloudPortal Services Manager page displays.

To deploy (install) server roles

On the server where you are installing a server role:
  1. Double-click Setup.exe.
  2. On the Select Deployment Task page, select Deploy CloudPortal Services Manager.
  3. On the Deploy CloudPortal Services Manager page, select Deploy Server Roles.
  4. Accept the License Agreement.
  5. On the Select Server Roles page, select one or more roles to install: Provisioning, Directory Web Service, Web, Reporting, or Report Mailer.
    Note: The Configuration Tool entry should always remain selected.
  6. Review the prerequisites.
  7. On the Ready to Install page, review the summary. After you click Install, the display indicates the progress of installing prerequisites and the selected roles, and the result.
  8. After the installation result displays and you click Finish, the Deploy CloudPortal Services Manager page displays.

After you complete the role installation, configure the roles and location.