Install Analytics Center

To install Analytics Center, do the procedure in this topic

Prerequisites

  • Use the Analytics Center v9.0 Installer only in these situations. For all other situations, use the AgilePoint NX v9.0 Upgrade Installer:
    • You are upgrading from AgilePoint NX v8.0 to AgilePoint NX v9.0 with Analytics Center, and you did not have an Analytics Center license for v8.0, but you have an Analytics Center license for v9.0.
    • You are upgrading from AgilePoint NX v8.0 to AgilePoint NX v9.0 with Analytics Center, and you had an Analytics Center v8.0 license but never installed Analytics Center v8.0.
    • You are upgrading to AgilePoint NX v9.0 with Analytics Center from AgilePoint NX v7.0 or lower, and you did not install and configure Analytics Center with AgilePoint NX v8.0
  • A license key that includes Analytics Center.
  • Before installing any of the AgilePoint components, please make sure each computer meets the hardware and software requirements for your version of AgilePoint. For more information, refer to System Requirements.
  • 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 v9.0 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?.

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.

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.

    Setup dot exe file
  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.

    Welcome Please Read Before You Begin Screen
  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.

    Welcome Please Read Before You Begin Screen

Procedure

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

    Welcome to Analytics Installation screen
  2. On the Prerequisites screen, select all the items on this screen.

    Prerequisites screen
  3. Click Next.
  4. On the Verifying System Requirements screen::
    • If there are any errors, do this procedure:
      1. Click Cancel.
      2. Correct the errors.
      3. Right-click the AgilePoint NX Setup.exe file, and click Run as administrator.

        The Analytics Center installation starts.


      Verifying System Requirements Error screen AgilePoint SAP Connector
      IssueResolution

      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.

      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

      Sign in to this machine as a user with administrator privileges.

    • If there are no errors, click Next.

      Analytics Center Verifying System Requirements screen
  5. On the License Information screen, complete these fields:

    License Information screen
    Field NameDefinition

    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
  6. Click Next.
  7. On the Analytics Center Web site Configuration screen, do one of these:
    • If you want to create a website automatically with the information shown on the screen, click I want the Analytics installer to create the Web site.

      Analytics Center Website Configuration screen
    • If you want to create the Web site manually, click I want to manually create the Web site for Analytics Center, and complete these fields.

      Analytics Center Site Configuration screen
      Field NameDefinition

      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
      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
      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

      File Path
      Description:
      Specifies the location for the Analytics Center installation folder on your AgilePoint Server machine where the configuration files are stored.
      Allowed Values:
      An absolute file path on your AgilePoint Server machine.
      Default Value:
      None
  8. Click Next.
  9. On the AgilePoint Server and Portal Information screen, complete these fields:

    AgilePoint Server and Portal Information screen
    Field NameDefinition

    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

    Analytics Base URL
    Description:
    Specifies the URL for Analytics Center in your environment.
    Allowed Values:
    An AgilePoint Analytics Center URL.
    Default Value:
    None

    AgilePoint REST Service URL
    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:

    Password
    Description:
    The password for the AgilePoint Service Account.
    Allowed Values:
    An alphanumeric string that represents a password.
    Default Value:
    None
  10. Click Next.
  11. On the AgilePoint Analytics Configuration screen, enter the connection information for your Analytics Center database.

    Authentication Tab
    Field NameDefinition

    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:
    1. 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:
    1. 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:
    None
    Example:
    • mydatabase
    • mydatabase/WorkflowFolder
  12. After you enter the database server, click Connect to authenticate the database user account and populate the names of the databases.

    Connect Database Server
  13. On the Database Location section, enter this information for your Analytics database.

    Analytics Center Configuration Reports Database screen
    Field NameDefinition

    Create New Database / Use Existing Database
    Description:
    Specifies whether to create a database for Analytics Center.
    Allowed Values:
    • Create New Database - Specifies the name of a database to create for Analytics Center.
    • Use Existing Database - Specifies the name of an existing database you want to use for Analytics Center.
    Default Value:
    Create New Database

    New Database Name
    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.

    To Open this Field:
    1. Select Create New Database.
    Allowed Values:
    One line of text (a string).

    Not Accepted:

    • Spaces
    Default Value:
    AP_Analytics_DB

    Database
    Description:
    Specifies the name of an existing database you want to use for Analytics Center.
    To Open this Field:
    1. Select Use Existing Database.
    2. Click Connect to populate the list.
    Allowed Values:
    A database name from the list.
    Default Value:
    None
  14. Click Next.
  15. On the Deployment screen, click Deploy.

    Click Deploy

    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.


    Setting Up AgilePoint Server screen
  16. After the installation completes, click Next.

    Deployment Successful screen
  17. On the Finish screen, click Finish.

    Installation Finish screen