Install Analytics Center

Prerequisites

• A license key that includes Analytics Center.
• Your firewall rules must permit the port number for Analytics Center.

  For more information, refer to Reserve Port Numbers for AgilePoint NX Components.

• Verify that AgilePoint Server and other components, such as AgilePoint NX Portal, for AgilePoint NX v8.0 are installed on your machines. If you are performing an upgrade following a new installation, make sure you have installed all the components on all machines first before starting the upgrade.

  For more information, refer to How Can I Find the Installed Version of My AgilePoint Component?.

• If your AgilePoint Server is configured to use SSL or TLS, you must also configure Analytics Center to use SSL or TLS.

  For more information, refer to Configure SSL Or TLS for Analytics Center.

Good to Know

• If you have Report Center (sometimes referred to as AgileReports) installed, installing Analytics Center will not uninstall, overwrite, or change your Report Center installation.
• The installer UI is optimized for system resolutions 1366x768 or 1920x1080 with 100% scaling. If you use other screen resolutions, the installer UI may not display correctly, which can cause installation errors.
• After you install Analytics Center, if you see errors in the logs, refer to Troubleshooting Analytics Center Installation.

How to Start

If your license key does not include Analytics Center at the time of initial installation or upgrade, or you do not want to install Analytics Center immediately when you are installing or upgrading AgilePoint NX, you can install Analytics Center with a standalone installer.

1. On the AgilePoint Server machine, open the folder C:\AgilePoint\9.0-Upgrade\Analytics.
2. Right-click the Setup.exe file, and click Run as administrator.

   
   
   

3. If a supported version of .NET Runtime is not installed, this screen shows.
   1. Click Close.
   2. Install the supported version of .NET Runtime.
   3. Right-click the Setup.exe file, and click Run as administrator.

   
   
   

4. This screen shows if an AgilePoint NX installation is running on this machine.
   • To resume the installation, click Continue.
   • To restart the installation, click Start.

   
   
   

Procedure

1. On the AgilePoint NX Analytics Center screen, click Install AgilePoint NX Analytics Center.

   
   
   

2. On the Welcome to AgilePoint Analytics Center Installation screen, click Next.

   
   
   

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

   You can click the How Do I Set Up AgilePoint Databases? link to get the documentation.

   
   
   

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

     
     
     

     Issue	Resolution
     AgilePoint Server is Installed	Install AgilePoint Server on this machine. For more information, refer to Install AgilePoint Server.
     IIS is available	Install or start an IIS version that is supported by your operating system.
     Current user has local administrator privileges	Sign in 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).
     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.

   • If there are no errors, click Next.

     
     
     

6. On the License Information screen, complete these fields:

   
   
   

   Field Name	Definition
   User Name	Description: Specifies the first and last name associated with your AgilePoint NX license. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None
   Organization	Description: Specifies the name of your organization. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None
   License Key	Description: Specifies your AgilePoint NX license key. For more information, refer to Obtain AgilePoint License Keys. Allowed Values: An AgilePoint NX license key. Default Value: None

7. Click Next.
8. On the AgilePoint Server and Portal Information screen, complete these fields:

   
   
   

   Field Name	Definition
   AgilePoint Server Instance	Description: Specifies the name of AgilePoint Server instance. Allowed Values: AgilePoint Server instance name. Default Value: AgilePoint Windows Service
   Portal URL	Description: Specifies the AgilePoint NX Portal Instance URL. For more information, refer to Find your Portal Instance URL Allowed Values: An AgilePoint NX Portal instance URL. Default Value: None
   AgilePoint Server URL (REST)	Description: Specifies the REST URL for your AgilePoint Server instance. For more information, refer to Find your AgilePoint Server Instance REST URL. Allowed Values: [Your AgilePoint NX Portal URL]/AgilePointServer Default Value: None Example: https://mydomain.com/AgilePointServer The domain name for the production environment changes based on the configuration of your environment. For more information, refer to Find your AgilePoint Server Instance REST URL.
   Domain	Description: The authentication domain for the AgilePoint Service Account. Allowed Values: One line of text (a string) with no spaces that represents an authentication domain in your environment. Default Value: None
   User Name	Description: Specifies the user name for your AgilePoint Service Account. This is the same AgilePoint Service Account you entered for the AgilePoint Server installation. Allowed Values: One line of text (a string) that represents a user name for an account with the required privileges detailed in Set Up the AgilePoint Service Account. Default Value: None Limitations: During installation, you must use the same AgilePoint Service account credentials for all AgilePoint systems. However, for security purposes, AgilePoint recommends you change separate these account credentials after installation. For more information, refer to: Administrator Types How Do I Change the Credentials for AgilePoint Administrator Accounts?
   Password	Description: The password for the AgilePoint Service Account. Allowed Values: An alphanumeric string that represents a password. Default Value: None

9. Click Next.
10. On the Analytics Center Website Configuration screen, do one of these:
    • If you want to create a website automatically with the information shown on the screen, click Create a website for Analytics Center with the following details.

      
      
      

    • If you want to create a website manually, click I want to create a Website for Analytics Center, and complete these fields.

      
      
      

      Field Name	Definition
      Web Site Name	Description: Specifies the IIS website to use for Analytics Center. Allowed Values: An IIS website name from the list. Default Value: None
      Virtual Directory	Description: Specifies the IIS virtual directory to use for Analytics Center. Allowed Values: The virtual directory configured for the Analytics Center website in IIS. When you select the website from the Web Site Name field, the virtual directory associated with website shows in this field. Default Value: None
      Port	Description: Specifies the port number to comnect to Analytics Center. Allowed Values: The port number configured for your Analytics Center website in IIS. When you select the website from the Web Site Name field, the port number associated with the website shows in this field. Default Value: None

11. Click Next.
12. On the Analytics Center Database Configuration screen, in the Database Authentication tab, enter the connection information for your Analytics Center database.

    
    
    

    Field Name	Definition
    Database Type	Description: Specifies the database technology to store your data. Allowed Values: Microsoft SQL Server Default Value: Microsoft SQL Server
    Windows Authentication	Description: Specifies whether the database connection uses Windows authentication. Allowed Values: On - The database connection uses Windows Authentication, and the machine's authenticated user connects to the database server. If this option is selected, the User Name and Password fields are not required. Off - The database connection does not use Windows authentication. If this option is selected, you must specify the user name and password for the authentication account AgilePoint Server uses to connect to the database. Default Value: On
    User Name	Description: The user name for the account Analytics Center uses to connect to the database. To Open this Field: Turn off Windows Authentication. Allowed Values: An alphanumeric string that contains a user name for the database. Default Value: None
    Password	Description: The password for the authentication account. To Open this Field: Turn off Windows Authentication. Allowed Values: An alphanumeric string that represents a password. Default Value: None
    Database Server	Description: Specifies the server name and domain for the AgilePoint database. Allowed Values: An alphanumeric string with no spaces that represents a database server name. Default Value: localhost Example: mydatabase mydatabase/WorkflowFolder

13. Once you enter the Database Server, click Connect to authenticate the database user account and populate the names of the databases on your database server.
14. On the Select Database tab, select the database, the Analytics Center use:

    
    
    

    Field Name	Definition
    Use an existing database	Description: Specifies the name of an existing database you want to use for Analytics Center. Allowed Values: A database name from the list.
    Create a new database	Description: Specifies the name of a new database you want to create as your Analytics Center database. This option is only available if your database is installed on the same machine where you are installing this component. Allowed Values: One line of text (a string). Not Accepted: Spaces

15. Click Next.

    The Analytics Center 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.

    
    
    

16. After the installation completes, click Next.

    
    
    

17. After the Congratulations message shows, click Finish.