Necto TrainingModule 11: Necto Installation and Migration

Objectives

By the end of this lesson you will be able to

Perform a Necto Installation Perform a migration from NovaView to Necto

Agenda

Server ArchitecturePrerequisitesWindows 2008 configurationInstallation ProcessPost Installation ConfigurationMigration from NovaView to Necto

Server Architecture

Before Necto Installation

Analysis Server

SQL Customer DB

Customer Server

Necto Server

Windows 2008

Usually already exists

New server must be prepared for Necto

Necto Default Installation

SQL Customer DB

Windows 2008

SQL Express

Necto DB

Necto Software

Necto Server Customer Server

Analysis Server

Necto Installation Option – Using Customer’s SQL Server

SQL Customer DB

Windows 2008

SQL ExpressNecto DB

Necto Software

Necto Server Customer Server

Analysis Server

SQL

Necto Installation when UDC is Installed

Windows 2008

SQL Express

Necto Software

Necto Server Customer Server

SQL Customer DB

UDC

Necto DB

Necto Calculations Server/s

Analysis Server

Analysis Services Instance

SQL

UDC

Prerequisites

Analysis Server

Microsoft SQL Server Analysis Services 2005 or 2008Must be in same domain as Necto ServerIs not accessed during installation, only at runtime

SQL Customer DB

Necto DB

Customer Server

Analysis Server

SQL Server

Necto creates 3-5 databasesNecto installs SQL Express

SQL Customer DB

Necto DB

Customer Server

Windows 2008

SQL ExpressNecto DB

Necto Software

Necto Server

When using customer’s server:

Installing user should have permissionsShould be SQL Server 2005 or SQL Server 2008

Analysis Server

Windows 2008 Components

NET Framework 3.5 Microsoft Core XML Services (MSXML) 6.0 Microsoft SQL Native ClientMicrosoft SQL Client ComponentsAnalysis Services connectivity driver :

Microsoft 2005 SQL/OLAP ADOMD.NET 9.0 for Analysis Services 2005 Microsoft 2008 SQL/OLAP ADOMD.NET 10.0 for Analysis Services 2008

Windows 2008

SQL ExpressNecto DB

Necto Software

Necto Server

Permissions

Log on as an Administrator on the Necto ServerDefine a single user with Administration permissions to:

Necto ServerSQL ServerAnalysis Server

SQL Customer DB

Necto DB

Customer Server

Windows 2008

SQL ExpressNecto DB

Necto Software

Necto Server

Analysis Server

Ports

Necto uses the following ports (should be opened)

4444 – Website (user interface)2383 – Connection to Analysis Server9985, 9999, 9961 – Necto services

Installation Process

Necto Installation Assistant

The Necto Installation Assistant runs before the actual Necto installer and does the following:

Checks for missing components in the Windows 2008 and IIS7 and automatically installs the required components or lets the user know what to do about themChecks needed permissions for the installation and other system requirements and alerts for missing information

Necto Installation Files

Necto Installation file: PanoramaSetup.exeNecto License file

Extract Installation Files

Double-click to extract installation files

Once problems are cleared – the actual Necto installation would start

Installation Wizard Starts

Locate License File

Provide Installation Directory

Define Account for Necto Services

Account should have administrator rights on:

• Necto Server• SQL Server• OLAP Server

Database Server

If using a remote database server

Enter database server authentication information

Define an SQL User

Define a user for internal usage for Necto connections to its internal database

UDC Server Definition

Review Changes

Restart Server

You must restart the server after installation

Post Installation Configuration

IIS Post-Install Configuration

In IIS, validate that Necto virtual directories and applications:

Are set to use ASP.NET 3.5 ASP.NET Impersonation is disabled

Make sure that “Windows Authentication” is installed and enabled

SQL Post-Install Configuration

SQL must be set to Mixed Authentication mode Using a named SQL instance as Necto's repository ("SQLServer\instancename") requires additional configuration

IE Security Configuration - for each Client Station

Disable IE Enhanced Security ConfigurationAdd Panorama Website to Trusted Sites

Necto Server

Web

Validating Installation

Open Necto Web UI

Migrating from NovaView to Necto

Software

Necto must be installed on a new, clean server

NectoNovaView 5.0 or up

Books

Pages

NovaView Software

Necto Software

Starting Migration

Start->Programs->Necto->Administration->Necto Administrator ServiceOr click icon

Enter NovaView Folder

Enter Novaview folder or browse

Click Refresh

Enter User Name and Password

User should be a local Administrator on migration source machine

Select books and dashboards to migrate

Password taken from Necto. Change if different

Advanced Database Connection Options

Performing Migration

Click if you want to generate thumbnails

Migration End

New passwords are assigned to migrated users

Books have been migrated

Validating Migration

When you choose to create thumbnails

Review

Pre-Requisites

SQL Server (Customer DB)Analysis Services serverWindows 2008 including:

IISISAPI Extensions ISAPI Filters ASP.NET Security (Windows Authentication) All Management tools

SQL Customer DB

Customer Server

Windows 2008

Necto Server

Analysis Server

What is Installed?

Necto SoftwareSQL ExpressNecto DatabaseUDC instances

SQL

Windows 2008

SQL Express

Necto Software

Necto Server Customer Server

SQL Customer DB

UDC

Necto DB

Necto Calculations Server/sAnalysis Server

Analysis Services instance

SQL

UDC

Thank youAny Questions?