- Install Knowledge Center
- Install Knowledge Center
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- To install the Knowledge Center server, you must have administrator privileges to the computer on which you are installing it, or at least have necessary permissions to install software.
- Before you install the Knowledge Center, you need the following information.
- : The server setup requires the IIS Admin and WorldWide Web Publishing services to be running. If they are not running, the setup program attempts to start them; if they cannot be started, the installation is aborted. An optional service used by Knowledge Center is the Indexing service for search. If it is not running, the setup program prompts you and attempt to start it; if it cannot be started, installation continues, but search may not work properly.
- Setup Requirements for the Server
- Note:
- If you choose to install the database at the same time as you install the application files on the server, you are prompted for two sets of credentials for the database. The first set is for an account that the installer can use to create the database. You must use an existing account for this set of credentials, and the account must have permissions to create databases and logins. The second set of credentials is used for the Web Services access for the Developer to read from and write to the database. This can be a pre-existing login, for which you must supply the correct login name and password, or you can specify a new login name and password. The installer grants this account access to the database and adds it to the appropriate roles.
- : Two database systems are currently supported, Oracle Database and Microsoft SQL Server.
- Database Access
- Oracle Database
- Note:
- Microsoft SQL Server
- Note:
- :
- Authentication Methods
- Knowledge Center can be set up to authenticate users in three different security modes:
- : All login authentication to Knowledge Center is done through Windows. The system checks the Microsoft Windows account under which the user has logged in to the local computer.
- Microsoft Windows
- Standard
- : All login authentication to Knowledge Center is done through a Single Sign-On provider. The system checks the account under which the user has logged into their Single Sign-On provider.
- Header-based Single Sign-On
- Changing security authentication methods after installation results in technical issues.
- Note:
- : During server installation, you are prompted to enter credentials for an administrator account for Knowledge Center. If you are installing with the Standard authentication method, you must enter a user name and password and confirm the password. If you are installing with the Microsoft Windows authentication method, you can choose to use the Microsoft Windows account of the person installing the server or enter the information for a different Microsoft Windows login account.
- Profile Credentials
- : If a secure web site is available, the installer defaults to that web site. While you can also install on a non-secure web site, using a secure web site and SSL is the recommended method of deployment for the web services, because SSL encrypts authentication data (username and password, session cookies) so it is not transported in clear text across networks; encrypts sensitive data; authenticates that the web server is being accessed by users who are who they say they are;
- Secure Web Site and SSL
- protects data that should be accessed by certain users, and not accessed by others.
- : The Content Root is where user content is stored. Knowledge Center needs to be able to copy files and folders in this location, so it needs to be accessed by a Windows user with the necessary privileges to perform these tasks.
- Content Root
- The Content Root virtual directory is a sub-directory of the Knowledge Center application, and has the same authentication as Knowledge Center. The only difference that occurs is if the Content Root is set to use Anonymous Tracking, in which case the Content Root virtual directory is set to use Anonymous Authentication.
- : Starting with Windows Server 2008 SP2, a new Windows user identity was created for running application pools. These identities are similar to normal Windows user accounts in that they can be assigned folder permissions and so on, but they are only used by the application pool. On these operating systems, the Knowledge Center Server application pools, ODDevAppPool4r2 and ContentToolsAppPool4r2, use application pool identities IIS AppPool\ODDevAppPool4r2 and IIS AppPool\ContentToolsAppPool4r2 as the accounts under which the application pools run.
- Application Pool Identities
- Before you begin the installation, you should decide whether to use the scripts to create the database manually or use the installer software to create the database automatically. If you choose to install the database using the scripts, refer to the
- Install the Knowledge Center Database Manually
- Install the Server Using an Oracle Database
- To install the server with an Oracle database, launch the Setup.exe file located in the root folder in the software installation files. If a Security Warning appears, click Run. You are then prompted to choose the language for the Installer, and the Install Wizard appears. During installation, you proceed through these screens in the Install Wizard.
- : Depending on the product you are installing, this screen may appear. If it does, click
- License Key
- Browse
- : From this screen, you can access the Installation and Upgrade manuals in Adobe Acrobat format.
- Welcome
- : From the
- Setup Type
- Configuration
- Knowledge Center
- : Third-party applications are required for installation. If the applications are not present, this screen appears notifying you which applications are needed. You can choose not to continue and abort the installation. If you choose to continue, the applications are installed. If one of them is the .NET framework, the .NET Installer may prompt you to close the Installer. Ignore this warning and do not shut down the Installer.
- Software Requirements
- : Choose to install Microsoft .NET Framework 4.5. Note that a reboot might be required. This screen only appears if the .NET Framework 4.5 needs to be installed.
- Microsoft .NET Framework Update
- : Specific services are required for installation. If the services are not running, this screen appears notifying you which services are needed. You can choose to start or enable the services and continue. Depending on the service, the installation may be aborted if it is not started.
- Setup Requirements
- Professional Edition only:
- Note:
- : You can accept the default target location, or click
- Choose Destination Location
- Change
- : Select the
- Usage Tracking Conversion
- No, this is a new installation
- : The
- Choose Web Site
- Available websites
- Application (virtual directory) name
- : This screen appears if there is no secure web site available or if you did not select a secure web site on the Choose Web Site screen. It allows you to ignore the recommendation and continue with the installation, or create a secure web site manually and retry the installation.
- Web Site Options
- : The URL of the web site is determined by the installer and used in the configuration settings of Knowledge Center. However, what the installer determines, and what the actual URL should be may not be the same, so the user can modify it as necessary. All DNS and proxy settings should be considered before changing the value. If no changes are needed, or if the user is unsure of the settings, the URL should be left as it is currently set.
- URL Settings
- : Choose
- Database System
- Oracle Database
- Note:
- : The installer requires a 32-bit ODBC driver to be installed to connect to the Oracle Database. If there is no ODBC driver, the installer installs one. This screen does not appear if an ODBC driver already exists. In the
- Oracle ODBC Components
- Path
- : The database scripts can be run manually or through the installer. It is also possible to create a schema outside of the installer using administrative privileges, but let the installer create the schema objects with a previously created schema user that has less privileges. If you have already run the scripts to create the database, click the
- SQL Script Options
- Yes, the scripts have already been run for this version
- No, the scripts have not been run, let the installer run them
- Note:
- : If the scripts have not been run, enter a valid system account name, password, and host string to connect to the Oracle Database server. The account entered in the
- Oracle Database Login
- User Name
- User Name
- Note:
- : Specify a tablespace name, user name, and password and confirm the password. The user name is limited to 20 characters. The tablespace name is the name of the tablespace that is created or used during the installation; the user name is the user name that will be created or associated with the schema. This user name and password are also used for the Oracle application user that is created automatically. This user is for the application to read and write information to the database. If you want to specify a different Oracle application user, deselect the
- Choose Schema
- Create Application User Based on These Credentials
- : Specify a user name and password and confirm the password. This screen only appears if you deselected the Create Application User Based on These Credentials option on the previous screen.
- Application User
- : The content root location is the physical location (path and folder name) for the content root. You can enter it in the field or click
- Content Root Information
- Browse
- : The Content Root folder is accessed by Knowledge Center by a Windows user that copies files and folders, so it needs the credentials of a user with the necessary privileges to perform these tasks. The Windows user can be created by the installer, or be an existing user.
- Content Root User
- : If you chose to install the server with standard authentication, enter a user name and password for the default administrator user, and confirm the password. If you chose to install with Microsoft Windows authentication, allow the system to use the current Microsoft Windows account or specify another valid Microsoft Windows user account and password. You must also enter a first and last name for the profile. The Middle initial and E-mail address are optional.
- Profile Credentials
- : The Knowledge Center needs certain permissions to complete the installation. If the installer detects any missing permission(s) it displays this screen, which lists the name of the folder, the user name, and the permission it needs before the installer can continue. If you are installing a Content root to the same server as the Knowledge Center, the permission must be applied to the specific folders for the Content root as well. The user account needed is used by the Content root Application Pool in IIS.
- Folder permission
- Yes, grant permission to the folders
- No, ignore permission and attempt to continue installation
- Retry
- : The Installation Wizard is ready to install the software. Click
- Ready to Install
- Back
- : This screen appears while the files are being installed, the schema and virtual directory are being created, and IIS is being configured.
- Setup Status
- : During the installation a file might be in use by the operating system on the computer; this will require a reboot to complete the installation. Also, make sure to run Windows update to get the latest patches from Microsoft. Click the URL to open Knowledge Center in your default browser.
- Installshield Wizard Complete
- Install the Server Using a Microsoft SQL Server
- To install the server with a Microsoft SQL Server database, launch the Setup.exe file located in the root folder in the software installation files. If a Security Warning appears, click Run. You are then prompted to choose the language for the Installer, and the Install Wizard appears. During installation, you proceed through these screens in the Install Wizard.
- : Depending on the product you are installing, this screen may appear. If it does, click
- License Key
- Browse
- : From this screen, you can access the Installation and Upgrade manuals in Adobe Acrobat format.
- Welcome
- : From the
- Setup Type
- Configuration
- Knowledge Center
- : Third-party applications are required for installation. If the applications are not present, this screen appears notifying you which applications are needed. You can choose not to continue and abort the installation. If you choose to continue, the applications are installed. If one of them is the .NET framework, the .NET Installer may prompt you to close the Installer. Ignore this warning and do not shut down the Installer.
- Software Requirements
- : Choose to install Microsoft .NET Framework 4.5. Note that a reboot might be required. This screen only appears if the .NET Framework 4.5 needs to be installed.
- Microsoft .NET Framework Update
- : Specific services are required for installation. If the services are not running, this screen appears notifying you which services are needed. You can choose to start or enable the services and continue. Depending on the service, the installation may be aborted if it is not started.
- Setup Requirements
- Professional Edition only:
- Note:
- : You can accept the default target location, or click
- Choose Destination Location
- Change
- : Select the
- Usage Tracking Conversion
- No, this is a new installation
- : The
- Choose Web Site
- Available websites
- Application (virtual directory)
- : This screen appears if there is no secure web site available or if you did not select a secure web site on the Choose Web Site screen. It allows you to ignore the recommendation and continue with the installation, or create a secure web site manually and retry the installation.
- Web Site Options
- : The URL of the web site is determined by the installer and used in the configuration settings of Knowledge Center. However, what the installer determines, and what the actual URL should be may not be the same, so the user can modify it as necessary. All DNS and proxy settings should be considered before changing the value. If no changes are needed, or if the user is unsure of the settings, the URL should be left as it is currently set.
- URL Settings
- : Choose
- Database System
- Microsoft SQL Server
- Note:
- : If you have already run the scripts to create the database, click the
- SQL Script Options
- Yes, the scripts have already been run for this version
- No, the scripts have not been run, let the installer run them
- : From the
- Microsoft SQL Server Login
- Database server
- : Accept the default name for the database or enter a custom name. If you have already run the scripts, you must use the name of the database you created. Specify an existing database user ID and password and confirm the password, if necessary, or, if you have not run the scripts, you can also specify a new database user ID and password. The installer will create the login, if necessary, grant the login access to the database, and give it the appropriate permissions. If you ran the scripts to create the database, you must use the login you created.
- Choose Database
- : The content root location is the physical location (path and folder name) for the content root. You can enter it in the field or click
- Content Root Information
- Browse
- : The Content Root folder is accessed by Knowledge Center by a Windows user that copies files and folders, so it needs the credentials of a user with the necessary privileges to perform these tasks. The Windows user can be created by the installer, or be an existing user.
- Content Root User
- : If you chose to install the server with standard authentication, enter a user name and password for the default administrator user, and confirm the password. If you chose to install with Microsoft Windows authentication, allow the system to use the current Microsoft Windows account or specify another valid Microsoft Windows user account and password.
- Profile Credentials
- : The Knowledge Center needs certain permissions to complete the installation. If the installer detects any missing permission(s) it displays this screen, which lists the name of the folder, the user name, and the permission it needs before the installer can continue. If you are installing a content root to the same server as the Knowledge Center, the permission must be applied to the specific folders for the content root as well. The user account needed is used by the content root application pool in IIS.
- Folder permission
- Yes, grant permission to the folders
- No, ignore permission and attempt to continue installation
- Retry
- : The Installation Wizard is ready to install the software. Click
- Ready to Install
- Back
- : This screen appears while the files are being installed, the database and virtual directory are being created, and IIS is being configured.
- Setup Status
- : During the installation a file might be in use by the operating system on the computer; this will require a reboot to complete the installation. Also, make sure to run Windows update to get the latest patches from Microsoft. Click the URL to open Knowledge Center in your default browser.
- Installshield Wizard Complete