- Install the Developer Server
- Install the Developer Server
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- To install the Developer 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 Developer server, 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 will be aborted.
- :
- Setup Requirements for the Server
- Note:
- : Two database systems are currently supported, Oracle Database and Microsoft SQL Server. 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.
- Database Access
- Oracle Database
- Note:
- Microsoft SQL Server
- Note:
- The Developer can authenticate users in either Microsoft Windows or Standard security mode. In Microsoft Windows mode, all login authentication to the Developer is done through Microsoft Windows. The system checks the Microsoft Windows account under which the user has logged in to the local computer. In Standard mode, all login authentication to the Developer is done through accounts stored in the Developer database.
- :
- Authentication Methods
- Note:
- During server installation, you are prompted to enter credentials for an administrator account for the Developer Library. 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
- :
- Secure Web Site and SSL
- 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;
- protects data that should be accessed by certain users, and not accessed by others.
- : 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 Developer Server application pool, ODDevAppPool4r2, uses an application pool identity IIS AppPool\ODDevAppPool4r2 as the account under which the application pool runs.
- Application Pool Identity
- 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 Database Manually
- You must have administrator privileges to the computer or at least have necessary permissions set to install the software.
- 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
- Developer Server
- Developer Server and Client
- : Choose the language for the Developer server and library. This sets the default language for the templates and publishing styles in the library.
- Language Selection
- : 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
- : This screen appears if you selected
- Select Program Folder
- Server and Client
- : You can accept the default target location, or click
- Choose Destination Location
- Change
- : The
- Choose Web Site
- Available websites
- Application (virtual directory) name
- : The URL of the web site is determined by the installer and used to populate the initial Developer library. However, what the installer determines and what the actual URL should be may not be the same, so you can modify it as necessary. All DNS and proxy settings should be considered before changing the value. If no changes are needed, or if you are unsure of the settings, the URL should be left as it is currently set.
- URL Settings
- : 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
- : 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:
- : This screen only appears if you indicated that the scripts have already been run, or you chose to create or update objects in an existing schema on the SQL Script Options screen. If the scripts have been run, choose the
- Schema Options
- Use existing schema. Update system documents like styles and templates
- Create the schema objects in the selected schema
- : 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 is created or associated with the schema. This user is for the Developer 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:
- : If you chose to install the server with standard authentication, enter a user name and password for the default admin 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 server or server and client installation 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.
- 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.
- Installshield Wizard Complete
- Install the Server Using a Microsoft SQL Server
- To install the server with a Microsoft SQL Server, 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
- Server
- Server and Client
- : Choose the language for the Developer server and library. This sets the default language for the templates and publishing styles in the library.
- Language Selection
- : 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
- : This screen appears if you selected
- Select Program Folder
- Server and Client
- : You can accept the default target location, or click
- Choose Destination Location
- Change
- : The
- Choose Web Site
- Available websites
- Application (virtual directory) name
- : This URL was determined from earlier settings. It allows you to confirm or change the URL for the web site or to change it, if necessary.
- URL Settings
- : 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
- : 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
- Note:
- : 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 creates the login, if necessary, grants the login access to the database, and gives it the appropriate permissions. If you ran the scripts to create the database, you must use the login you created.
- Choose Database
- Schema Options: This screen appears if you indicated that the scripts had been run to creae the database. Choose the
- Use existing database. Update system documents like styles and templates
- : If you chose to install the server with standard authentication, enter a user name and password for the default admin 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 server or server and client installation 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.
- 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 Back to review or modify any settings.
- Ready to Install
- : 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.
- Installshield Wizard Complete