Product Documentation

Verify deployment readiness and create system databases

Jun 05, 2015
Updated: 2013-04-18
Before installing Services Manager platform server roles, you perform the following tasks:
  1. Check environment prerequisites
  2. Create system databases

To check environment prerequisites

Before installing any server roles, verify the following items:
  • Your Active Directory schema has been extended to accommodate Services Manager. This is performed using the Microsoft Exchange installation tools.
  • The required DNS aliases have been configured. Services Manager uses DNS aliases to locate the servers where the platform components will be deployed.

Use the Services Manager Setup Tool to verify these items. The tool queries your environment and, if successful, displays a green check mark next to each verified item. If the queries cannot be completed, the Setup Tool displays a Verify button so you can perform the checks again.

For more information about Active Directory and DNS requirements for Services Manager, review the topic System Requirements for Server Roles.

  1. From the installation media, double-click Setup.exe.
  2. From the CloudPortal Services Manager splash page, click Get Started.
  3. On the Select Deployment Task page, select Install CloudPortal Services Manager.
  4. On the Install CloudPortal Services Manager page, select Check Environment Prerequisites. The Prepare Environment page displays the status of the verified items. Successfully verified items are displayed with green check marks.
  5. Click Back to return to the Install CloudPortal Services Manager page.

To create the system databases

Perform this task after you have deployed SQL Server and SQL Server Reporting Services.

The system databases are created using the Services Manager Configuration Tool, which is installed as a part of this process.

  1. From the installation media, double-click Setup.exe.
  2. From the CloudPortal Services Manager splash page, click Get Started.
  3. On the Select Deployment Task page, select Install CloudPortal Services Manager.
  4. On the Install CloudPortal Services Manager page, select Deploy Server Roles & Primary Location.
  5. On the Deploy Server Roles & Primary Location page, select Create System Databases.
  6. Install the Services Manager Configuration Tool:
    1. When prompted, click Install to install the Configuration Tool.
    2. On the License Agreement page, accept the license agreement and then click Next.
    3. On the Ready to Install page, click Install. The Setup Tool installs the Configuration Tool and any prerequisites that are not present.
    4. Click Finish to continue creating the system databases.
  7. On the Create Deployment Configuration File page, browse to the directory where you want to store the XML deployment configuration file and then enter a file name. Click Next.
  8. On the Create Primary Databases page, perform the following actions and then click Next:
    1. Configure the following information about the SQL Server that will store system configuration information:
      • In Server address, specify the database server using the DNS alias, the IP address, or the FQDN.
      • In Server port, specify the port number used by SQL Server. The port for a default instance of SQL Server is 1433.
      • In Authentication mode, select whether to use Integrated (Windows and SQL) or SQL authentication. By default, Integrated is selected.
      • In Connect as, specify the username and password of the SQL administrator user. These fields are available when you select the SQL authentication mode for your deployment.
      • Select the Auto-create SQL logins check box if you want the required SQL Server user accounts to be created automatically. If you do not select this check box, you can enter the login details manually on the Configure Database Logins page.
    2. Click Test Connection to ensure the Configuration Tool can contact the SQL Server and then click Next.
  9. On the Configure Database Logins page, leave Generate credentials selected if you want passwords created automatically for the CortexProp, OLM, and OLMReports database accounts. Clear this option if you want to enter the passwords for these accounts. The CortexProp, OLM, and OLMReports accounts are created to ensure cross-domain access to the system databases.
  10. On the Summary page, review the database configuration information. If you want to change anything, click Back to return to the appropriate configuration page.
  11. Click Commit. The Applying Configuration page displays progress.
  12. After the system databases are successfully created, click Finish. The Deploy Service Roles & Primary Location page appears.

After the system databases are created, you can install the Provisioning, Directory Web Service, and Web platform server roles on the other servers in your deployment.