1.3 Installing PlateSpin Protect Software Components

This section provides information on installing the required components included in the PlateSpin Protect software. In order to use a remote Microsoft SQL Server database server and environment (instead of installing the SQL Server software included with the product on the same server), you must configure settings for the SQL server and configure your environment to allow the remote connection.

1.3.1 Starting the PlateSpin Protect Installation Launcher

This section provides information about installing PlateSpin Protect software after you ensure that the intended host has been prepared with the required prerequisites.

  1. From NetIQ Downloads, download the PlateSpinProtectSetup-11.1.0.xxxx.exe installation program and save it on your intended PlateSpin Server host.

  2. Run the installation program, specify a location for the temporary setup files, then click Next.

    The installation program extracts the required files and opens the Installation Launcher window.

    If the installation program detects an existing local installation of SQL Server, it disables the corresponding Install SQL Server Express option.

    If you intend to use the Microsoft SQL Server Express Edition distributed with PlateSpin Protect, install it first. For more information, see Installing Microsoft SQL Server Express Edition.

    If you intend to use an existing Microsoft SQL Server database server, skip the database software installation. Configure SQL Server settings and your environment as described in Configuring Your Remote Microsoft SQL Server Database Server before you install the product.

1.3.2 Installing the Database Server

Use one of the following methods to set up the database server before you install PlateSpin Protect:

Installing Microsoft SQL Server Express Edition

If you do not have an existing Microsoft SQL Server database server, you can install the Microsoft SQL Server Express Edition included in your PlateSpin Protect software distribution.

NOTE:The Microsoft SQL Server Express Edition included with PlateSpin Protect Server cannot be installed on a domain controller in accordance with Microsoft Developer Network recommendations.

To install Microsoft SQL Server Express:

  1. On your intended database server host, start the Installation Launcher.

    See Starting the PlateSpin Protect Installation Launcher.

  2. Click Install SQL Server Express and follow the on-screen instructions.

    The program installs a database server and the database instance required for the operation of PlateSpin Protect.

  3. (Conditional) If your SQL Server database server is on a separate server than the one you plan to use for the PlateSpin Server, configure the settings in your environment to allow the remote connection. See Configuring Your Remote Microsoft SQL Server Database Server.

Configuring Your Remote Microsoft SQL Server Database Server

In order for your existing Microsoft SQL Server installation to function properly, PlateSpin Protect requires that you configure specific settings in your environment before you install the product. These settings allow the remote connection between your SQL Server and PlateSpin Server.

To prepare your existing SQL server:

  1. Ensure that your database server is running a supported version of Microsoft SQL Server. See Database Server.

  2. Ensure that you have a dedicated, named database instance to use with PlateSpin Protect. You need the database server name and database instance name during the product installation.

    NOTE:You can use the same Microsoft SQL Server database server to host database instances for multiple PlateSpin Protect an PlateSpin Migrate servers. Each database instance must be uniquely named and configured separately for its PlateSpin Server.

  3. Ensure that you configure Microsoft SQL Server to allow both TCP/IP and Named Pipe connections.

  4. (Conditional) If you plan to use Windows Authentication to access the Microsoft SQL Server database, you must configure the following in Active Directory:

    • You must add the Microsoft SQL Server database server to the domain.

    • You need two domain user accounts for the PlateSpin Protect installation.

      • A Domain user with the sysadmin role set: This user is required to create databases, tables, and other schema objects.

      • PlateSpin Service user: The service user can be a low-privileged domain user in the domain. However, the service user must be a local administrator on the PlateSpin Protect Server and should be granted that permission prior to the installation.

        If the Windows user’s password changes, you must update the password for the PlateSpin Service user and for the IIS App Pool. Consider using a Windows user whose password never expires to avoid the situation.

    NOTE:Using Windows Authentication to log in to the SQL Server database is not supported for upgrade scenarios. This capability is available for new installs of the product.

  5. Open the following ports on the firewall to support authentication to the SQL Server:

    • Ports 49152-65535/TCP: Allow traffic for RPC for LSA, SAM, Netlogon.

    • Port 1433/TCP: Allow traffic for Microsoft SQL Server.

    • Custom ports: If you configure SQL Server to use a custom TCP port, you must open that port on the firewall.

    NOTE:If you do not use dynamic ports, you must specify the dedicated port in the Database Server field.

  6. (Conditional) If you want to use dedicated ports with PlateSpin Protect, you must open the ports on the firewall:

    1. On the database server, determine which ports need to be opened:

      1. In the SQL Server Configuration Manager, select Protocols for SQLExpress > TCP/IP, then right-click and select Properties.

      2. In the dialog, select the IP Addresses tab.

      3. Under IPAll (or under the desired protocol), if TCP Port or TCP Dynamic Ports is set to any value other than 0, open the specified ports on the firewall. These are the ports you use to connect to the SQL Server.

        For example, if the TCP Dynamic Ports field is set to 60664, and the TCP Port field is set to 1555, then you must enable Port 60664 and 1555 in the firewall rules on the SQL server.

    2. Open the ports on the firewall.

    NOTE:If you have a value set for dynamic ports, you may not see your server in the list of SQL servers when you click Browse. In this case, you must specify the server manually in the Database Server input field of the PlateSpin Protect installation.

    For example, if your server name is MYSQLSERVER, the database instance name SQLEXPRESS, and the dedicated port set for the dynamic port is 60664, you type the following text, and then select the desired authentication type:

    MYSQLSERVER\SQLEXPRESS,60664

    You must open the ports on the firewall.

1.3.3 Installing the PlateSpin Server

  1. Ensure that your intended PlateSpin Server host meets the minimum system requirements.

    See System Requirements.

  2. Ensure that your intended PlateSpin Server host meets the recommended guidelines.

    See General Guidelines.

  3. Ensure that your intended PlateSpin Server host has the necessary prerequisite software installed.

    See Installing Prerequisite Software.

  4. Ensure that your intended PlateSpin Server host has the necessary database server installed and configured.

    See Installing the Database Server.

  5. On your intended PlateSpin Server host, start the Installation Launcher.

    See Starting the PlateSpin Protect Installation Launcher.

  6. In the PlateSpin Protect Installation Launcher, click Install PlateSpin Server and follow the on-screen instructions.

    The program starts the installation process and prompts you to accept the PlateSpin Protect software license agreement.

    You must accept the software license agreement before installing the product.

  7. Select the I accept the terms in the license agreement option, then click Next.

  8. Specify a database server and database instance. Do one of the following:

    • If you are using the database server included in your PlateSpin Protect software distribution installed locally (the default option), leave the default selection (local)\PLATESPINDB in the drop-down list and leave the default sa credentials.

      If you subsequently move your PlateSpin Protect database instance or change your SQL Server password, you must reset the PlateSpin Protect database connection settings. For more information, see Knowledgebase Article 7970523.

    • If you are using a remote database server, click Browse to select from a list of available database servers in the network. Specify the database in the following format:

      • Single-instance SQL Server installations: database_server

      • Multiple-instance SQL Server installations: database_server\database_instance (specify the instance name)

  9. Specify your database credentials for the specified database server, then click Validate Server to validate them.

    (The default settings are SQL Server: (local)PLATESPINDB) and SQL Logon: sa.)

  10. Click Next and verify your SQL Instance and SQL Logon selections.

  11. Click Next.

    The installation program prompts you specify whether you want to allow HTTP or HTTPS:

    If you require unsecured connections (HTTP), select the Allow unsecured connections (HTTP) option; if you require secured connections (HTTPS), leave the option deselected (default).

    If your IIS server has a signed SSL certificate, the default communication protocol will be HTTPS; if not, your browser will display a warning about an “untrusted connection.” This is normal. For information on how to proceed, see your browser documentation.

  12. Click Next, verify the installation settings, click Install, and follow the on-screen instructions.

    The installation program installs the PlateSpin Server software and prepares it to run.

    NOTE:This process might take several minutes to complete.

1.3.4 Post-Installation Tasks

After completing the installation of the PlateSpin Server: