Install AgilePoint Server

To install AgilePoint Server for AgilePoint NX, do the procedure in this topic.

Prerequisites

  • Your system meets the minimum system requirements for this component.

    For more information, refer to System Requirements for AgilePoint Server.

  • You have completed all of the pre-installation instructions for this component.
  • Log in to Windows using a user login that belongs to the local system's Administrators group.
    Note: On some versions of Windows, such as Windows Server 2012, you may need to also right-click the Setup.exe installation file, and click Run as Administrator.
  • Download the AgilePoint Installation Package for your solution to your AgilePoint Server machine.

Good to Know

  • The AgilePoint NX installation includes AgilePoint Server, AgilePoint NX Portal, AgilePoint NX Developer, and the Report Center, if it is licensed.
  • You can stop the installation during the setup and configuration. When the installation is started again, the location can not be changed, and the installation continues the setup and configuration from the place where you stopped.

How to Start

  1. Right-click the AgilePoint NX installer package, and click Run as Administrator.
  2. On the End User License Agreement for AgilePoint Software screen, review the license agreement, and click I accept the terms in the license agreement.


  3. On the Extract files to directory field, click the Ellipses (...) button to select the folder where you want to extract the installation files.
  4. Click OK.

    The installation files are extracted to the specified folder. When the extraction is complete, the Information screen shows.



  5. On the Information screen, click OK.
  6. In your specified folder, right-click the AgilePoint NX PreSetup.exe file, and click Run as Administrator.


  7. On the Welcome Please Read Before You Begin screen, select all the items on this screen.

    You can click Complete the form to create you custom Preparing for Installation guide to complete a short form that will generate a document that tells you on which machines in your enviornment to install the AgilePoint NX components.



  8. Click Next.

Procedure

  1. On the AgilePoint NX v7.0 screen, click Install AgilePoint NX.


    The Welcome screen opens.



  2. Click Next.
  3. On the Prerequisites screen, select all the items on this screen.

    You can click the link for each item to get the documentation.



  4. Click Next.
  5. On the Select AgilePoint Installation Type screen, select your installation type.


    Field Name Definition

    Single AgilePoint Server

    This AgilePoint Server instance will not use Network Load Balancing (NLB).

    It is still possible to have multiple standalone instances of AgilePoint Server running as separate services in your environment. They simply cannot be load balanced in an NLB configuration.

    Network Load Balanced AgilePoint Server

    This AgilePoint Server instance uses NLB.

    If you select this option, the following applies:

    • You must complete the Virtual Host Name/IP Address field.
    • When you install AgilePoint Server, the AgilePoint Clustering Server Manager (CSM) component is installed in the background.

    Virtual Host Name/IP Address

    The virtual host name or IP address for your NLB server. This virtual host name must be declared in the hosts file for your NLB server machine.

    This is required for NLB environments only.

  6. Click Next.
  7. On the Verifying System Requirements screen:
    • If there are any errors, correct them. Once you have resolved the issue, click Recheck.


      Issue Resolution

      Supported Operating system is installed

      Install a supported operating system on this machine.

      For more information, refer to System Requirements for AgilePoint Server.

      IIS is available

      Install and/or start IIS 6 or higher.

      IIS 6 Management Compatibility Role Service is active

      Activate Management Compatibility Role Service on IIS 6 or higher.

      For more information, refer to Verify the IIS 6 Management Compatibility Role Service.

      ASP.NET Server Role is installed

      Install ASP.NET Server Role on this machine. The correct version of the ASP.NET Server Role is different for different versions of Windows Server.

      For more information, refer to Verify the ASP.NET Server Role is Installed.

      Supported Version of .NET Framework is installed

      Install a supported version of .NET Framework on this machine.

      For more information, refer to System Requirements for AgilePoint Server.

      Current user has local administrator privileges

      Log on to this machine as a user with administrator privileges.

      User Account Control (UAC) is turned off

      Turn user access control (UAC) off.

      For more information, refer to Turn Off User Account Control (UAC).

      Windows Identity Foundation is installed

      Install Windows Identity Foundation on this machine.

      For more information, refer to Windows Identity Foundation on the Microsoft Download Center.

      Windows Process Activation Service (WAS) is active

      Activate Windows Process Activation Service (WAS) on this machine.

      For more information, refer to Windows Process Activation Service is Active.

      World Wide Web Publishing Service (W3SVC) is active

      Activate World Wide Web Publishing Service (W3SVC) on this machine.

      For more information, refer to IIS World Wide Web Publishing Service is Active.

      Application Request Routing module is installed

      Install Application Request Routing module on this machine.

      For more information, refer to Verify Application Request Routing is Installed.

      IIS Static Content feature is Enabled

      Turn on the Static Content feature for IIS on this machine.

      For more information, refer to Install Static Content in IIS.

      Logon as a Service permission is enabled

      Add the Log on as a Service permission to the account.

      For more information, refer to Add the Log on as a service Right to the AgilePoint Service Account.

      Supported version of Internet Explorer is installed

      Install a supported version of Internet Explorer on this machine.

      For more information, refer to System Requirements for AgilePoint Server.

    • If there are no errors, click Next.


  8. On the AgilePoint NX Installation screen, complete these fields:


    Field Name Definition

    Install location

    The folder where you want to install AgilePoint NX.

    Name

    Your first and last name.

    Organization

    The name of your organization, or company.

    License Key

    Your AgilePoint NX license key.

    For more information, refer to Obtain AgilePoint License Keys.

  9. Click Next.

    The AgilePoint NX installation starts.



  10. After the installation completes, click Next.
  11. On the AgilePoint Server Configuration screen, enter the credentials for your AgilePoint Service Account.


    Field Name Definition

    Does Domain use Active Directory?

    Function:
    Specifies whether the domain for your AgilePoint Service Account uses on premises Active Directory.

    If you want to integrate Active Directory with AgilePoint NX, this value must be Yes.

    Accepted Values:
    • Yes - AgilePoint NX ‚Äčis configured to integrate with an existing AgilePoint Directory user store in your environment, and AgilePoint NX will use this Active Directory as the primary source for AgilePoint users. Do not select Yes unless you are certain that you have a specific AgilePoint Directory user store you want to integrate, and you have the authentication credentials for the Active Directory service account.
    • No - AgilePoint NX is not configured to use Active Directory as its primary user store. AgilePoint NX will provide the primary source for AgilePoint users.
    Default Value:
    None

    Domain

    Function:
    The authentication domain for the AgilePoint Service Account.
    Accepted Values:
    An alphanumeric string with no spaces that represents an authentication domain in your environment.

    Username

    Function:
    Specifies the user name for your AgilePoint Service Account. This account serves as your AgilePoint Service Account, your AgilePoint System Account, and the account that AgilePoint uses to communicate with SharePoint, called the SharePoint impersonator.

    This account must be set up before entering the account information here. The AgilePoint installer cannot create this account for you.

    For more information, refer to AgilePoint Administrator Types.

    Accepted Values:
    A user name for an account with the required privileges detailed in Set Up the AgilePoint Service Account.

    Password

    Function:
    The password for the AgilePoint Service Account.
    Accepted Values:
    An alphanumeric string that represents a password.
  12. To make sure the user credentials are valid, click Test.


    If the user credentials are valid, this screen opens. On this screen, click OK.



  13. Click Next.
  14. In the Port Information section, you can change the port numbers AgilePoint Server uses to communicate using various protocols. The default port numbers are verified as available for your system.
    Note: Once the installation is complete, you will need to create a firewall rule to allow AgilePoint Server to open these ports.


    Field Name Definition

    WSHttp Port

    Function:
    A free, unique port AgilePoint Server can use for WSHttp binding.

    This field is required.

    Accepted Values:
    A port number on your machine for WSHttp binding.
    Default Value:
    13487

    TCP Port

    Function:
    A free, unique port AgilePoint Server can use for TCP binding.

    This field is required.

    Accepted Values:
    A port number on your machine for TCP binding.
    Default Value:
    13488

    BasicHttp Port

    Function:
    A free, unique port AgilePoint Server can use for BasicHttp binding.

    This field is required.

    Accepted Values:
    A port number on your machine for BasicHttp binding.
    Default Value:
    13489

    REST Port

    Function:
    A free, unique port AgilePoint Server can use for REST API calls.
    Accepted Values:
    A port number on your machine for REST API calls.
    Default Value:
    13490
  15. Enter this information for your SMTP e-mail server.


    Field Name Definition

    SMTP Server

    Function:
    The URL for your SMTP e-mail server.
    Accepted Values:
    An alphanumeric string in URL format.

    Administrator Email

    Function:
    The e-mail address for your SMTP server administrator.

    This e-mail address will be used to send e-mail notifications to participants in AgilePoint processes. You can change this e-mail address after installation if desired.

    Accepted Values:
    The e-mail address for your SMTP server administrator account.
  16. Click Next.
  17. In the Database Authentication section, enter the connection information for your AgilePoint Server workflow database.

    For more information, refer to Create Databases for AgilePoint.



    Field Name Definition

    Database Type

    Function:
    Specifies the database technology to store your data.
    Accepted Values:
    • Microsoft SQL Server
    Default Value:
    Microsoft SQL Server

    User

    Function:
    The user name for the account AgilePoint Server uses to connect to the database.
    Accepted Values:
    An alphanumeric string that contains a user name for the database.
    Default Value:
    sa

    Windows Authentication

    Function:
    Specifies whether the database connection uses Windows authentication.
    Accepted Values:
    • Selected - The database connection uses Windows Authentication, and the machine's authenticated user connects to the database server.

      If this option is selected, the User and Password fields are not required.

    • Deselected - The database connection does not use Windows authentication.

    Password

    Function:
    The password for the authentication account.
    Accepted Values:
    An alphanumeric string that represents a password.
    Default Value:
    None

    Database Server

    Function:
    Specifies the server name and domain for the AgilePoint database.
    Accepted Values:
    An alphanumeric string with no spaces that represents a database server name.
    Default Value:
    localhost
    Example:
    • mydatabase
    • mydatabase/WorkflowFolder
  18. Once you enter the database server name in Database Server field, click Connect to authenticate the database user account and populate the names of the databases on your database server.


  19. In the Database section, enter the following information for your AgilePoint Server Workflow database.

    This database holds the application data for AgilePoint. It is the main AgilePoint database.

    For more information, refer to Create Databases for AgilePoint.



    Field Name Definition

    Use an existing database

    Function:
    Specifies the name of an existing database you want to use for AgilePoint Server workflow.

    Click Connect to populate the list.

    Accepted Values:
    A database name from the list.

    Create a new database

    Function:
    Specifies the name of a new database you want to create as your AgilePoint workflow database.

    This option is only available if your database is installed on the same machine where you are installing this component.

    Accepted Values:
    One line of text with no spaces.
  20. Click Next.
  21. On the Portal Information section, in the AgilePoint Portal Port field, enter the port number clients will use to connect to your AgilePoint Portal application.

    The port that shows is verified as available.



  22. In the Database section, enter the connection information for your AgilePoint portal database.

    For more information, refer to Create Databases for AgilePoint.



    Field Name Definition

    Database Type

    Function:
    Specifies the database technology to store your data.
    Accepted Values:
    • Microsoft SQL Server
    Default Value:
    Microsoft SQL Server

    User

    Function:
    The user name for the account AgilePoint Server uses to connect to the database.
    Accepted Values:
    An alphanumeric string that contains a user name for the database.
    Default Value:
    sa

    Windows Authentication

    Function:
    Specifies whether the database connection uses Windows authentication.
    Accepted Values:
    • Selected - The database connection uses Windows Authentication, and the machine's authenticated user connects to the database server.

      If this option is selected, the User and Password fields are not required.

    • Deselected - The database connection does not use Windows authentication.

    Password

    Function:
    The password for the authentication account.
    Accepted Values:
    An alphanumeric string that represents a password.
    Default Value:
    None

    Database Server

    Function:
    Specifies the server name and domain for the AgilePoint database.
    Accepted Values:
    An alphanumeric string with no spaces that represents a database server name.
    Default Value:
    localhost
    Example:
    • mydatabase
    • mydatabase/WorkflowFolder
  23. Once you enter the database server name in Database Server field, click Connect to authenticate the database user account and populate the names of the databases on your database server.


  24. On the Master Database tab, enter the following information for your AgilePoint master database.

    The master database contains the information about the tenants that are available in the environment. It is used in overall governance of the portal where it gives a connection string and validation that determines whether calls coming to the tenant database are coming from a valid tenant. The master database does not store any tenant data, other than the connection string and authorization credentials.

    For more information, refer to Create Databases for AgilePoint.



    Field Name Definition

    Use an existing database

    Function:
    Specifies the name of an existing database you want to use for AgilePoint Server workflow.

    Click Connect to populate the list.

    Accepted Values:
    A database name from the list.

    Create a new database

    Function:
    Specifies the name of a new database you want to create as your AgilePoint workflow database.

    This option is only available if your database is installed on the same machine where you are installing this component.

    Accepted Values:
    One line of text with no spaces.
  25. Click the Tenant Database tab.


  26. On the Tenant Database tab, enter the following information for your AgilePoint master database.

    This database holds the non-workflow data for an AgilePoint portal tenant.



    Field Name Definition

    Use an existing database

    Function:
    Specifies the name of an existing database you want to use for AgilePoint Server workflow.

    Click Connect to populate the list.

    Accepted Values:
    A database name from the list.

    Create a new database

    Function:
    Specifies the name of a new database you want to create as your AgilePoint workflow database.

    This option is only available if your database is installed on the same machine where you are installing this component.

    Accepted Values:
    One line of text with no spaces.
  27. Click Next.
  28. On the Data Entities Configuration screen, in the Database Authentication section, enter the connection information for your AgilePoint Data Entities database.

    For more information, refer to Create Databases for AgilePoint.



    Field Name Definition

    Database Type

    Function:
    Specifies the database technology to store your data.
    Accepted Values:
    • Microsoft SQL Server
    Default Value:
    Microsoft SQL Server

    User

    Function:
    The user name for the account AgilePoint Server uses to connect to the database.
    Accepted Values:
    An alphanumeric string that contains a user name for the database.
    Default Value:
    sa

    Windows Authentication

    Function:
    Specifies whether the database connection uses Windows authentication.
    Accepted Values:
    • Selected - The database connection uses Windows Authentication, and the machine's authenticated user connects to the database server.

      If this option is selected, the User and Password fields are not required.

    • Deselected - The database connection does not use Windows authentication.

    Password

    Function:
    The password for the authentication account.
    Accepted Values:
    An alphanumeric string that represents a password.
    Default Value:
    None

    Database Server

    Function:
    Specifies the server name and domain for the AgilePoint database.
    Accepted Values:
    An alphanumeric string with no spaces that represents a database server name.
    Default Value:
    localhost
    Example:
    • mydatabase
    • mydatabase/WorkflowFolder
  29. Once you enter the database server name in Database Server field, click Connect to authenticate the database user account and populate the names of the databases on your database server.


  30. In the Database section, enter the following information for your AgilePoint Data Entities database.

    This database holds the data for the Data Entities component.

    For more information, refer to Create Databases for AgilePoint.



    Field Name Definition

    Use an existing database

    Function:
    Specifies the name of an existing database you want to use for AgilePoint Data Entities.

    Click Connect to populate the list.

    Accepted Values:
    A database name from the list.

    Create a new database

    Function:
    Specifies the name of a new database you want to create as your AgilePoint Data Entities database.

    This option is only available if your database is installed on the same machine where you are installing this component.

    Accepted Values:
    A valid database name.
  31. On the Report Center Configuration screen, in the Report Center Port field, enter the port number clients will use to connect to your Report Center application.

    The port that shows is verified as available.

    The Report Center configuration is available only if Report Center is included in your AgilePoint NX license.



  32. Click Next.
  33. In the Reports Database section, enter the connection information for your reports database.


    Field Name Definition

    Database Type

    Function:
    Specifies the database technology to store your data.
    Accepted Values:
    • Microsoft SQL Server
    Default Value:
    Microsoft SQL Server

    User

    Function:
    The user name for the account AgilePoint Server uses to connect to the database.
    Accepted Values:
    An alphanumeric string that contains a user name for the database.
    Default Value:
    sa

    Windows Authentication

    Function:
    Specifies whether the database connection uses Windows authentication.
    Accepted Values:
    • Selected - The database connection uses Windows Authentication, and the machine's authenticated user connects to the database server.

      If this option is selected, the User and Password fields are not required.

    • Deselected - The database connection does not use Windows authentication.

    Password

    Function:
    The password for the authentication account.
    Accepted Values:
    An alphanumeric string that represents a password.
    Default Value:
    None

    Database Server

    Function:
    Specifies the server name and domain for the AgilePoint database.
    Accepted Values:
    An alphanumeric string with no spaces that represents a database server name.
    Default Value:
    localhost
    Example:
    • mydatabase
    • mydatabase/WorkflowFolder

    Use an existing database

    Function:
    Specifies the name of an existing database you want to use for AgilePoint Server workflow.

    Click Connect to populate the list.

    Accepted Values:
    A database name from the list.

    Create a new database

    Function:
    Specifies the name of a new database you want to create as your AgilePoint workflow database.

    This option is only available if your database is installed on the same machine where you are installing this component.

    Accepted Values:
    One line of text with no spaces.
  34. Click Next.

    The AgilePoint Server installation runs. If any error messages shows on the screen, you can use the log messages to troubleshoot the errors. If an error exists, contact AgilePoint Customer Support.



  35. On the AgilePoint Server Activation Wizard screen, to activate the component, click Next.


  36. Click Finish.


  37. On the completed message screen, click OK.


  38. On the Important Information screen, take note of the important information about your environment. You will need this information later.


  39. There may be Software Updates or Hotfixes with important software updates. If there are updates, AgilePoint recommends you install them now. To check for updates, click the link on the screen.


  40. Click Finish.
  41. A text file appears with the summary information for your installation. Save this file where you can find it. You will need this information later, especially when you install SharePoint Integration.
Note: If the following message appears, run the Client Utility Tool from the AgilePoint installation program: "Failed to add Service model information in [path]\web.config. Please use SVCClient Utility tool to update it before using." For more information, refer to Run the Windows Service Client Utility Tool.