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Datawatch Monarch Installation Manual

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Monarch Server
Version 14.1
[Single Server Installation Guide]

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Summary of Contents for Datawatch Monarch

  • Page 1 Monarch Server Version 14.1 [Single Server Installation Guide]...
  • Page 2 Monarch Server software is offered and is to be used in accordance with a SOFTWARE LICENSE AND MAINTENANCE AGREEMENT. This agreement stipulates that this software be used only in the computer system designated in that agreement.
  • Page 3 DATAWATCH CORPORATION CORPORATE HEADQUARTERS UNITED KINGDOM 4 Crosby Drive DATAWATCH INTERNATIONAL LIMITED. Bedford, MA 01730, USA Siena Court, Broadway Tel.: +1 800.445.3311 / +1 978.441.2200 Maidenhead, Berkshire SL6 1NJ Investor Relations: +1 978.441.2200 ext. 8323 Fax: 978.441.1114 Tel: +44 845 362 3270 Sales: sales@datawatch.com...

  • Page 4: Table Of Contents

    Table of Contents Monarch Server 14.1 System — Installation Procedure ..........1 Software Requirements ....................1 Hardware Requirements ....................2 Approved Software Versions ..................3 Before You Begin ......................3 Distributable and Non-Distributable Components ..........3 Database Server Preparation ................4 Monarch Server Installation ..................

  • Page 5: Monarch Server 14.1 System - Installation Procedure

    Before installing, make sure that the corresponding product is included with the license you obtained. Note that this install guide provides steps for installing Monarch Server components in a single server. If you wish to install a distributed setup (i.e., using more than one server), follow the steps detailed in the Monarch Server 14.1 Advanced Installation Guide...

  • Page 6: Hardware Requirements

    Microsoft SQL Command Line Utilities 11 for SQL Server (if the Monarch Server database  is not present on the local machine) Microsoft ODBC Driver 11 for SQL Server (if the Monarch Server database is not present  on the local machine) Microsoft SQL Server 2014/2016 32/64-bit Express (if the Monarch Server database is ...

  • Page 7: Approved Software Versions

      Before You Begin Before you begin the installation process, you should plan your Monarch Server 14.1 System (Automator, Content System and Report Mining Server products) to setup in a manner suited for your tasks. DISTRIBUTABLE AND NON-DISTRIBUTABLE COMPONENTS Monarch Server 14.1 is a distributable system.

  • Page 8: Database Server Preparation

    When the Database Service component is chosen during the installation, the setup will create the Monarch Server -> Server database on the database server. For this, you will need to have a special database user that will be used by Monarch Server setup for database creation and under which Monarch Server will further connect to the database.

  • Page 9: Monarch Server Installation

    SQL Server There are two levels of security that may be set for the Monarch Server database user in SQL Server. They differ in partitioning maintenance task support: In a Monarch Server database, all reports-related data is partitioned by date ranges, and each partition can be managed separately –...

  • Page 10: Installation Procedure

    Open the directory with installation files, and check whether it contains the license file named ds.lic. If not, copy this file from the original Monarch Server 14.1 installation media to the directory from which you are going to install Monarch Server 14.1.
  • Page 11 3. The Installation type dialog box appears. Choose between Simple installation and Advanced installation, and then click Next. NOTES The Installation type dialog box is available only if no previous version is installed. Monarch Server v14.1 Single Server Installation Guide...
  • Page 12 1. The Install Location dialog box appears. Specify the location settings for Monarch Server installation: In the Install services to field, specify the folder for Monarch Server installation. In the Web Site directory field, specify the site name, where the web applications are to be installed.
  • Page 13 In the Connection using field, specify the authentication method by selecting either current user Windows authentication or server authentication. If you select SQL Server authentication, enter the login ID and password (see the image below). Monarch Server v14.1 Single Server Installation Guide...
  • Page 14 In the Database name field, provide a name with which the Monarch Server database will be created. e. Click Test Connection to verify the connection to the server you specified. Click Next. 3. The Ready to Install dialog box appears.
  • Page 15 Monarch Server Automation Edition User’s Guide.  Show installation logs: Select to open the folder containing the installation logs. 5. Сlick Finish. Advanced Installation 1. The Target platform dialog box appears. Specify the target platform for Monarch Server. Monarch Server v14.1 Single Server Installation Guide...
  • Page 16 2. The Install Location dialog box appears. Specify the location settings for Monarch Server installation: In the Install services to field, specify the folder for Monarch Server installation. In the Web Site directory field, specify the site name, where the web applications are to be installed.
  • Page 17 To find and select a particular user in your domain, use Browse. Click Next. 4. The Database Server dialog box appears. Specify the database server settings: Specify whether to use an existing SQL Server or to install one by selecting any of the following: Monarch Server v14.1 Single Server Installation Guide...
  • Page 18 Windows authentication or server authentication. If you select SQL Server authentication, enter the login ID and password (see the image below). In the Database name field, provide a name with which the Monarch Server database will be created.
  • Page 19 To skip this step, click Next. To migrate your existing data and email settings Select Migrate data from Monarch Data Pump Version 7 thru 11 and specify the following migration settings: Click the Open Process Import button to import processes. In the displayed Open dialog box, choose the file with the processes imported from the previous Monarch Data Pump versions.
  • Page 20 In the Location field, enter location name. The specified location will be used for the imported processes. NOTES By default, the name of the local machine is displayed. To set connection to the database of the previous Monarch Data Pump version under Automator Connection, specify the following parameters: Server Name ...
  • Page 21 The following data will be migrated to your RMS database:  RMS system settings  Users with their profiles  Models  View definitions To go to the previous step, click Back. 7. The Ready to Install dialog box appears. Monarch Server v14.1 Single Server Installation Guide...
  • Page 22 If you agree to the license terms, select I accept all the terms in all license agreements. Click Install to begin the installation. 8. After the installation is complete, the Process completed dialog box appears. If necessary, you can select one of the following check boxes: Monarch Server v14.1 Single Server Installation Guide...
  • Page 23 Show installation logs: Select to open the folder containing the installation logs. 9. Сlick Finish. Via the Start menu, under All Programs -> Datawatch Monarch Server -> Monarch Server v14.1, you can access the following options: Monarch Server Automation Edition Tutorial ...

  • Page 24: Monarch Server Post-Installation Actions

    1. Click Start, select Control Panel, and point to Administrative Tools. 2. Double-click Services. 3. Double-click Monarch Server Agent Service. 4. Select the Log On tab and specify account properties. 5. Click OK to save changes and start the service. Monarch Server v14.1 Single Server Installation Guide...

  • Page 25: Configuring Sso

    To use SSO: 1. Open Administrator. NOTES In Monarch Server v14.1 that is upgraded from previous versions (e.g., v13.2), the virtual folders could still be labeled as “DSAdmin” (or "DSClient"). In this case, use “DSAdmin” (or "DSClient”) instead of “MSAdmin” (or “MSClient”) to open the Admin (or Client) page.
  • Page 26 C:\inetpub\wwwroot\MSAdmin and C:\inetpub\wwwroot\MSClient respectively). NOTES This step is crucial. One simple mistake can result in serious application issues. To avoid potential problems, make a backup of the web.config file before making any changes. Monarch Server v14.1 Single Server Installation Guide...
  • Page 27 Go to MSAdmin > Authentication, and enable ASP.NET Impersonation status. Go to MSClient > Authentication, and enable ASP.NET Impersonation status. 7. Restart the Monarch Server Config and Monarch Server Agent Services, IIS. 8. On the login page of the Administrator and Client applications, click the SSO button.
  • Page 28 Open Microsoft SQL Server Management Studio. b. In the Object Explorer panel, click Databases, and choose the database you are using. (You may check the database name using the Datawatch Server Configurator. Under Configurator, click the Instances tab. The Database Name is shown in the Global Settings window.

  • Page 29: Setting User Session Timeout

    Session timeout period is the amount of time from the last request. In the Monarch Server applications, the parameter used by the system will be the one with the smaller value. Monarch Server v14.1 Single Server Installation Guide...

  • Page 30: Setting Administrator Password And E-Mail Address

    Setting Administrator Password and E- mail Address Before you use the Monarch Server 14.1 System, you should set the password and e-mail address for the administrator account: 1. Open a browser and type the MSAdmin address in the address bar (for example, http://localhost/MSAdmin 2.

  • Page 31: Installation Maintenance

    Installation Maintenance This section describes how to add or remove Monarch Server 14.1 components on a computer and how to repair a damaged installation. NOTES You must shut down Monarch Server services before you attempt to do any of the tasks below.

  • Page 32: Removing All System Components

    3. When the repair is complete, the corresponding message will appear. 4. Click Finish to exit the Installation Wizard. Removing All System Components If necessary, you can remove all Monarch Server 14.1 components and files installed on the computer. To do so, follow these steps: 1.
  • Page 33 2. Click Uninstall. When the operation is complete, the corresponding message will appear. 3. Click Finish to exit the Installation Wizard. Monarch Server v14.1 Single Server Installation Guide...

  • Page 34: Upgrading Installation

    Upgrading the Existing Installation If you have the Monarch Server application v12.2+ installed on your computer and need to upgrade it to the latest version, launch the Monarch Server 14.1 installer and follow the steps below. 1. In the directory with installation files, double-click MonarchServerInstaller.exe to launch the Monarch Server v14.1 Installation Wizard.
  • Page 35 5. The Upgrade dialog box appears. To upgrade the current application version, specify the Upgrade option. 6. Click Next. NOTES The existing database remains, and it is upgraded to the new version. The application directory remains. 7. The Install Location dialog box appears. Monarch Server v14.1 Single Server Installation Guide...
  • Page 36 Select the Use “Local System Account” check box if you want to use your local system account. Otherwise, clear the check box and specify a custom user in the User Name field in the required format. Monarch Server v14.1 Single Server Installation Guide...
  • Page 37 If you agree to the license terms, select I accept all the terms in all license agreements. Click Install to begin the installation. 12. The previous version of Monarch Server is removed. Monarch Server v14.1 Single Server Installation Guide...
  • Page 38 Open Client in default browser: Select to open the Client application of the Monarch Server in the default browser.  View Monarch Server Report Mining Edition User’s Guide: Select to open the Monarch Server Report Mining Edition User’s Guide. ...

  • Page 39: New Installation

    New Installation If you need to install the latest version to a new directory using a new database, launch the Monarch Server 14.1 installer and follow the steps below. 1. In the directory with installation files, double-click MonarchServerInstaller.exe to launch the Monarch Server v14.1 Installation Wizard.
  • Page 40 Click Next. 4. The Install Location dialog box appears. Proceed to steps 2 to 8 of the Advanced Installation. Monarch Server v14.1 Single Server Installation Guide...

  • Page 41: Configuring Web Applications

    Enable export to PDF in the current window. true nabled usePdfSubgroupHeaders Enable Subgroup Headers in PDF export from true Dynamic View. © 2017 Datawatch | Datawatch Monarch is a trademark of Datawatch Corporation. All other trademarks or registered trademarks are properties of respective owners.

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