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 Before You Install PlateSpin Protect

Ensure that your intended PlateSpin Server host meets the following prerequisites:

1.3.2 Starting the Installation Launcher

To install or upgrade the product, you must use the Installation Launcher in the PlateSpin Protect Setup utility (PlateSpinProtectSetup-11.3.0.xxx.exe). The file is available from Micro Focus Downloads.

To download the PlateSpin Protect Setup utility:

  1. Download the PlateSpinProtectSetup-11.3.0.xxxx.exe installation program from the PlateSpin Protect download page:

    1. Go to Micro Focus Downloads.

    2. Select PlateSpin Protect from the Browse by Product list, or type the product name in the Browse by Product field to find the product and then select it.

      The Micro Focus Downloads page opens in a new tab (or window) with PlateSpin Protect product search results.

    3. In the search results, click the name link for PlateSpin Protect 11.3.

    4. On the Download Description page, click proceed to download, then log in with your customer account credentials.

    5. If you are prompted to acknowledge the U.S. Export Laws and Regulations, read the legal notice, then click accept to continue.

    6. On the Download page, click download next to the PlateSpinProtectSetup-11.3.0.xxxx.exe file, then save the file.

  2. Copy the downloaded file to an accessible location on your intended PlateSpin Server host.

To start the Installation Launcher:

  1. Log in to the server as a user with administrative privileges.

    Ensure that you are logged in with sufficient rights to perform the installation or upgrade. See Credentials in Table 1-2, Pre-Installation Checklist.

  2. Run the PlateSpinProtectSetup-11.3.0.xxxx.exe file.

  3. Use the Installation Launcher to do one of the following:

    Installation Launcher Option

    Remarks

    Install SQL Server Express

    Installs the SQL Server Express Edition included with your PlateSpin Protect Distribution

    A database server is required before you install the product. You can use SQL Server Express, or you can use your own Microsoft SQL Server Standard Edition or Enterprise Edition installed remotely.

    For requirements, see:

    For installation and database server configuration instructions, see Installing the Database Server.

    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.

    Install PlateSpin Server

    Installs PlateSpin Server

    For requirements and guidelines, see

    You must install and configure prerequisite software before you install the product. See Installing Prerequisite Software.

    For instructions, see Installing PlateSpin Server.

    Upgrades PlateSpin Server

    Ensure that your server meets the operating system and software prerequisites before you upgrade the product. See Operating System and Software Prerequisites in Table 1-1, PlateSpin Server Host Requirements.

    For requirements and preparation for upgrade, see Before You Upgrade PlateSpin Protect.

    For instructions, see Upgrade Procedure.

1.3.3 Installing the Database Server

You must set up a database server and configure a database instance before you install the product. Refer to Table 1-3 to determine what tasks are needed for your preferred database server deployment.

Table 1-3 Database Server Deployment Options for PlateSpin Server

Location

Installation and Configuration

Database Connection and Credentials

Microsoft SQL Server Express Edition

Local (default)

Install SQL Server Express Edition on the intended PlateSpin Server. See Installing Microsoft SQL Server Express Edition.

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

Accept the local database server and database instance when you are prompted for the database connection. 

.\PLATESPINDB

Use SQL Authentication and accept the default database credentials presented for the SQL system administrator (sa) user in the Login ID and Password.

Remote

Install SQL Server Express Edition on a different server than the intended PlateSpin Server host. See Installing Microsoft SQL Server Express Edition.

You must configure SQL Server for use with PlateSpin Protect and configure your network to allow a connection with PlateSpin Protect. See Configuring Your Remote Microsoft SQL Server Database Server.

Point to your remote SQL Server Express database server when you are prompted for the database connection. You need the database server name and database instance name.

<database_server>\<database_instance_name>

The port number is required if you use dynamic ports.

<database_server>\<database_instance_name>,<port_number>

Use SQL Authentication and accept the default database credentials presented for the SQL system administrator (sa) user in the Login ID and Password.

Microsoft SQL Server Standard Edition or Enterprise Edition

Remote

For your existing remote SQL Server, you must configure SQL Server for use with PlateSpin Protect and configure your network to allow a connection with PlateSpin Protect. See Configuring Your Remote Microsoft SQL Server Database Server.

Point to your external database server when you are prompted for the database connection. You need the database server name and database instance name.

<database_server>\<database_instance_name>

The port number is required if you use dynamic ports.

<database_server>\<database_instance_name>,<port_number>

NOTE:Windows Authentication is supported only in a domain environment.

If you use Windows Authentication, you must log in as the domain user with SQL Admin rights when you upgrade or update PlateSpin Server. This user must have local administrator rights. Also, the user you specify as the database Service User must have local administrator rights.

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. Log in to the PlateSpin Server host as a user with administrative privileges.

    If the computer is a domain computer, you must log in as a domain user who is a member of the Domain Admin group and the local Admin group.

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

    See Starting the Installation Launcher.

  3. 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.

    NOTE:The SQL administrator password is generated during the installation of Microsoft SQL Server Express Edition. Keep the default sa credentials throughout the PlateSpin Protect Server installation.

    After the installation is complete and you have activated the product, you should modify the SQL administrator password. See Section 1.5, Modifying the Password for the SQL Server Express System Administrator User.

  4. Do one of the following:

    • Installed on the PlateSpin Server host: If you installed SQL Server Express locally, continue with Installing PlateSpin Server. This is the normal deployment.

      When you are prompted for the database information during the installation, ensure that you accept the default database server (.\PLATESPINDB), use SQL authentication, and accept the default credentials presented.

    • Installed on a remote server: If you installed SQL Server Express on a different server, configure the settings in your environment to allow the remote connection. See Configuring Your Remote Microsoft SQL Server Database Server. When you are done, continue with Installing PlateSpin Server.

Configuring Your Remote Microsoft SQL Server Database Server

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

NOTE:You can use the same remote Microsoft SQL Server database server to host database instances for multiple PlateSpin Protect and PlateSpin Migrate servers. Each database instance must be uniquely named and configured separately for its associated 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 your intended PlateSpin Protect server. You need the database server name and database instance name during the product installation.

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

  4. (Conditional) Windows Authentication for the database server is available in a domain environment. 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 with SQL Admin rights 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.

        NOTE: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:If you use Windows Authentication, you must log in as the domain user with SQL Admin rights when you upgrade or update your PlateSpin Server.

  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, expand SQL Server Network Configuration, select Protocols for <your-database-instance-name>, then right-click TCP/IP and select Properties.

      2. In the TCP/IP Protocols dialog, select the IP Addresses tab.

      3. Under IPAll (or under the desired protocol), you will see the ports used by the specified database instance of SQL Server in TCP Dynamic Ports for a dynamic port or TCP Port for a static port. 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 is PLATESPINDB, and the dedicated port set for the dynamic port is 60664, you type the following text, and then select the desired authentication type:

      MYSQLSERVER\PLATESPINDB,60664

      You must open the ports on the firewall.

  7. Continue with Installing PlateSpin Server.

1.3.4 Installing PlateSpin Server

After you set up the target database server, you are ready to install PlateSpin Server.

  1. Before you install PlateSpin Server, you must ensure the following requirements are met:

  2. Log in to the PlateSpin Server host as a user with administrative rights.

    If the server is a domain computer, you must log in as a domain user who is a member of the Domain Admin group and the local Admin group.

    If you use Windows Authentication for your SQL Server Standard Edition or Enterprise Edition database server, you must log in as the domain user with SQL Admin rights. This user must also have local administrator rights. In addition, the Service User you specify for SQL Server credentials must have local administrator rights.

  3. On your intended PlateSpin Server host, start the Installation Launcher. See Section 1.3.2, Starting the Installation Launcher.

  4. In the PlateSpin Protect Installation Launcher, select Install PlateSpin Server.

  5. Read the software license agreement, select the I accept the terms in the license agreement option, then click Next.

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

  6. Specify a location for the temporary setup files, then click Next.

  7. (Database Server, Windows Authentication) If you use Windows Authentication for your existing database server (that you are using instead of SQL Server Express Edition), configure the database connection and provide appropriate credentials for the database administrator and database service user.

    Installation Screen

    Do the following:

    Database Connection Information

    1. Click Browse to select the Database Server.

      <database_server>\<database_instance_name>

      If you use dynamic ports, you must also type the port number:

      <database_server>\<database_instance_name>,<port_number>

    2. Select Windows Authentication as the Authentication Type.

      Windows Authentication is supported only in a domain environment.

    3. Click Next.

    Database Administrative Credentials

    1. Specify the credentials for the Database Administrator.

      For example:

      Down-Level Logon User: CORPDOM\sqladmin

      Password: <sqladminPwd>

      NOTE:You must specify the domain administrator credentials or the credentials of a domain user having sufficient administrator and database rights.

    2. Click Validate Credentials to validate the credentials.

    3. Click Next.

    Database User Credentials

    1. Do one of the following:

      • Select Same as the Database Administrator to use the database administrator credentials to access the database service.

      • Specify the credentials for the Database Service user.

        For example:

        Down-Level Logon User: CORPDOM\sqluser1

        Password: <sqluser1Pwd>

        The Service User must also have local administrator rights.

    2. Click Validate Credentials to validate the credentials.

    3. Click Next.

    Confirm SQL Connection

    1. Review the information.

    2. Click Back to edit the SQL connection information or click Next to continue.

  8. (Database Server, SQL Authentication) If you use SQL Authentication for the database server, configure the database connection and provide appropriate credentials for the database administrator.

    Use this option if you are using the Microsoft SQL Server Express Edition database server included in PlateSpin Protect. The Installation automatically generates a password for the SQL system administrator user (sa) and uses it during the installation.

    NOTE:You should set a custom password after the PlateSpin Server installation is completed and you have activated the license. See Modifying the Password for the SQL Server Express System Administrator User.

    Installation Screen

    Do the following:

    Database Connection Information

    1. Click Browse to select the Database Server.

      SQL Server Express database: Leave the default selection of .\PLATESPINDB in the drop-down list and keep the suggested sa user credentials on the next screen.

      NOTE:If you subsequently move your PlateSpin Protect database instance or change your SQL Server password, you must reset the PlateSpin Protect database connection settings. See KB Article 7970523.

      Existing database: Browse to select from a list of available database servers.

      For example:

      .\PLATESPINDB

<database_server>\<database_instance_name>

<database_server>\<database_instance_name>,<port_number>

    2. Select SQL Authentication as the Authentication Type.

    3. Click Next.

    Database Administrative Credentials

    1. Specify the credentials for the Database Administrator for SQL authentication.

      If you use the SQL Server Express database, keep the default values:

      Login ID: sa

      Password: <generated-password-obscured>

    2. Click Validate Credentials to validate the credentials.

    3. Click Next.

    Confirm SQL Connection

    1. Review the information.

    2. Click Back to edit the SQL connection information or click Next to continue.

  9. After you specify and validate credentials for the database server, click Next.

  10. On the IIS Configuration screen, specify whether you want to allow HTTP or HTTPS connections:

    • 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-specific documentation.

    • If you require unsecured connections (HTTP), select the Allow unsecured connections (HTTP) option.

  11. Click Next, verify the installation settings, then 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.

  12. Continue with Section 1.4, Post-Installation Tasks.