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Forecast 5.5
Installation for WEB Server
Windows 2003
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Contents
Installation for WEB Server ... 3
Installing Forecast... 3
After installation ... 9
Act as part of the operating system ... 9
Allow ASP.NET in Web Service Extensions ... 11
Enable computer and user accounts to be trusted for delegation ... 12
Open XML SDK 2.0 for Microsoft Office ... 12
Trust this computer for delegation to specified services only ... 13
Users ... 17
Forecast folders access rights ... 18
Forecast menu changes ... 19
More than one forecast report menu ... 19
Adjusting the timeout parameter ... 20
Adjusting the “Transactions Row Count” and “Add Row Count” parameters ... 21
Forcing Forecast to restart automatically if memory runs low ... 21
Logo on the reports ... 22
If client workstations are in different domain that the servers ... 22
Database login options ... 22
Log in to Forecast ... 22
MS Internet Explorer ... 22
Mozilla Firefox ... 25
Enable 32-bit web applications in 64-bit Windows ... 28
Creating a log file or Windows log ... 28
Appendix A ... 30
Using secure communication (HTTPS) ... 30
Appendix B ... 32
Four different ways to log into the database ... 32
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Installation for WEB Server
Installing Forecast
Note! Installation must always be done by a person with full administrative rights.
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License
Before you can continue Forecast setup you must have Fakta license file ( Fakta.lic ):
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Select destination folder
Choose destination folder for all programs, help-files etc… Default destination folder is C:\Program Files\Personec\Forecast. If you want to change the folder, press Browse and select folder.
Select report folder
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Choose the language of Forecast
Choose default language for Forecast and press Next.
Each user can change the UI language from the Forecast options.
Some messages from the engine libraries always use the language that is selected here. The language of these messages can‟t be changed by the user. The language can be changed by editing the HKEY_LOCAL_MACHINE.xml file in
..\Forecast\App_Data\Preferences folder and it effects all users. Parameter UILanguage defines the language.
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Check setup information
Check the components and folders selected. Pressing Next starts the actual installation.
If you don‟t have .NET v3.5 SP1 framework and Visual Studio 2010 redistributables installed they are installed.
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Setup Complete
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After installation
Act as part of the operating system
This right is needed for the security account running Forecast application pool. The security account must have this right to impersonate Forecast users sessions to use their Windows authentication.
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Allow ASP.NET in Web Service Extensions
Check that ASP.NET is allowed in Internet Information Services/Web Service Extensions. 32-bit Windows:
64-bit Windows:
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Enable computer and user accounts to be trusted for
delegation
This setting is needed ONLY if the database is not on the same server as the IIS. This right makes NETWORK SERVICE account trusted for delegation.
Open XML SDK 2.0 for Microsoft Office
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Trust this computer for delegation to specified
services only
This settings gives the computer account (IIS server) right to delegate credentials to the database server (MSSQLSvc) or to the report server(cifs).
.
Forecast Installation Page 14 of 34 If SQL Server service is running under an AD account, MSSQLSvr services are not shown in this dialog. In this case:
Use setspn command to get MSSQLSvr services shown. When you install the Setspn.exe tool from Windows Server 2003 Support Tools, you should be able to access the tool at a command prompt (cmd.exe). Enter commands:
setspn -A MSSQLSvc/server.company.local DOMAIN\Account setspn -A MSSQLSvc/ server.company.local:1433 DOMAIN\Account
In “Select Users or Computers” dialog, select the AD account that SQL Server service uses.
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Users
Create a new User Group "FaktaWebUsers" (local or domain group).
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Forecast folders access rights
Give permissions for the "FaktaWebUsers" group. If FaktaWebUsers is a domain group, give permissions also for NETWORK SERVICE.
Give permission „Read & Execute‟, „List Folder Contents‟ and „Read‟ to the install folder (in example to the Forecast).
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Forecast menu changes
Open Windows Vision
Open forecast menu (forecast.qrm)
Make changes to the menu (enter the directory path of your Vision reports)
Save forecast menu
Location of forecast menu
More than one forecast report menu
Add the menu menu and the path of the menu into the file web.config.
<economa> <forecast>
<menus>
<menu file="C:\Program Files\Personec\Forecast\App_Data\Menus\Forecast.qrm"/> <!-- More menus
<menu file=" C:\Program
Files\Personec\Forecast\App_Data\Menus\Forecastmenu2.qrm "/>
--> </menus>
</forecast> </economa>
Forecast Installation Page 20 of 34 Location of web.config
Adjusting the timeout parameter
Default time, after connection is lost to the web server, is 60 minutes. The time can be changed in web.config.
<system.web>
<sessionState mode="InProc" cookieName="sid" timeout="60" cookieless="AutoDetect"/> </system.web>
When time expires a message is shown:
Timeout parameter can be changed. If the parameter value is set very big (several hours), the message may not be shown, when connection is lost. This may happen because IIS doesn‟t
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Adjusting the “Transactions Row Count” and “Add Row Count”
parameters
“Transaction Row Count” parameter limits the amount of rows that can be fetched to the Transactions tab of Forecast. If row count is higher than the parameter value, any rows are fetched. Default value is 100000. This parameter effects to the load of the IIS server, not the workstation. Value can be changed in web.config.
“Add Row Count” parameter limits the amount of rows that can be selected in Add rows dialog. Default value is 100.
These parameters can be changed in web.config.
<configuration xmlns="http://schemas.microsoft.com/.NetConfiguration/v2.0"> <economa>
<forecast> <settings>
<setting name="transactionsRowCount" value="100000"/> <setting name="addRowCount" value="100"/>
</settings>
Forcing Forecast to restart automatically if memory runs low
Forecast can be set to restart the application pool if memory runs low in the Forecast server. Parameters to set this option on and parameters to adjust the restart, are set in
memoryManager section of web.config.
<configuration xmlns="http://schemas.microsoft.com/.NetConfiguration/v2.0"> <economa> <forecast> <settings/> <memoryManager enabled="true" availableMemoryLimit="70" mainProcessMemoryLimit="70" restartConfirmationTimeout="10" timeoutBeforeRestart="15" />
enabled When this is “true”, the memory manager is activated and Forecast checks the memory every 30 seconds
availableMemoryLimit The limit (maximum value) of available memory (physical-RAM + virtual-swap) in percents (0 means - no limit)
mainProcessMemoryLimit The limit (maximum value) of physical memory (RAM) in percents that w3wp process uses (0 means - no limit) restartConfirmationTimeout Timeout in minutes. If either of the limits is exceeded longer
than this, restart process is started
timeoutBeforeRestart The timeout in minutes between memory overloading (restart process is started)and server restarting (Time to save changes before restart)
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Logo on the reports
If you want to see logo on the reports, you have to add the path where the logo exist to the HKEY_LOCAL_MACHINE.xml file in the APP_DATA\Preferences folder.
Vision looks for a logo in the specified folder (“Header Frame” must be selected in the Options):
1. If the logo file exists under the name UnitID_Logo.bmp, it is used. 2. If the logo file exists under the name Logo.bmp, it is used.
The contents of HKEY_LOCAL_MACHINE.xml: <?xml version="1.0" encoding="UTF-16"?> <HKEY_LOCAL_MACHINE> <Software> <TietoEnator> <Fakta> <Vision> <Settings HtmlTemplatePath="C:\Program Files\Personec\Forecast\App_Data\Preferences"/> </Vision> </Fakta> </TietoEnator> </Software> </HKEY_LOCAL_MACHINE>
If client workstations are in different domain that the servers
See Appendix A.Database login options
Default way to log into the database is Windows authentication. If some other database login is needed see Appendix B.
Log in to Forecast
Start browser and connect to default start page //server/Forecast.
MS Internet Explorer
To use copy/paste feature in Forecast, IE 7 requires
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Forecast Installation Page 24 of 34 If prompt is enabled, this dialog will appear every time when clipboard is used:
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Mozilla Firefox
If you do not want that the browser asks user and password when the user is logging in to forecast, you can add the FireCast add-on. Start browser and write the next url:
Forecast Installation Page 26 of 34 You can see the add_ons by selecting Tools(Työkalut) – Add_ons(Lisäosat) –
Extensions(Laajennukset).
To use copy/paste feature in Forecast the FireCast add-on updates also
Forecast Installation Page 27 of 34 In case of user check “Remember this decision” and answer “Deny” the “Paste” functionality will not work silently. To fix it:
Go to “\Documents and
Settings\<USER>\ApplicationData\Mozilla\Firefox\Profiles\<prefix>.default” folder Find <pref.js> file
Remove all rows started with “user_pref("capability.principal” from the <pref.js> file Save <pref.js>
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Enable 32-bit web applications in 64-bit Windows
If Forecast doesn‟t work after installation enable 32-bit web applications by entering this command in command prompt:
cscript.exe C:\Inetpub\AdminScripts\adsutil.vbs set W3SVC/AppPools/Enable32BitAppOnWin64 1 Command is reversed when last parameter is 0.
Creating a log file or Windows log
To write log from Forecast there are some settings in web.config file that can be adjusted. Log is defined in <configuration><log> branch of web.config file.
Log is turned on or off using <TraceLevel>. Possible values of TraceLevel are Off, Error, Warning, Info and Verbose.
TraceLevel can be set in three different branches: <configuration><log><TraceLevel>
<configuration><log><file><TraceLevel> <configuration><log><windows><TraceLevel>
If only the first is defined, file and Windows logs uses that one. The second and third TraceLevel definitions overrides the first.
<configuration><log><file><Filename> defines the path and the file name for the log file or just the path where the trace.txt file is created.
If this is not defined, setting <configuration><appSettings><add key="tempDirectory" value="xxx\yyy" /> is used.
<configuration><log><file>< SizeLimitInMb > defines the maximum size of the log file. <configuration><log><file>< Split > value “false” stores log in one file. value “true” splits the file according to the trace level.
<configuration><log>< windows >< SourceName > defines the name of the application to the Windows log.
Example: <log>
<!-- Defines the TraceLevel - [Off, Error, Warning, Info, Verbose] --> <TraceLevel>Off</TraceLevel>
<!-- Enables logging to file --> <file>
<!-- Defines file or folder name for logging--> <Filename>App_Data\Temp</Filename> <!-- Overrides TraceLevel -->
<TraceLevel>Off</TraceLevel> <!-- Defines log file limit -->
<SizeLimitInMb>10</SizeLimitInMb>
<!-- Stores old logs in one file or splits it to different files according to the trace level -->
<Split>false</Split> </file>
Forecast Installation Page 29 of 34 <!-- Overrides TraceLevel -->
<TraceLevel>Error</TraceLevel> <!-- Defines the source name --> <SourceName>Forecast</SourceName> </windows>
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Appendix A
Using secure communication (HTTPS)
Secure communication is needed in case when database, reports or menus are not on same server as IIS and client workstations are in different domain than servers. A certificate is needed in IIS server.
In IIS Manager choose properties from WebSites/Default Web Sites/Forecast.
Forecast Installation Page 31 of 34 Select “Basic authentication(password is sent in clear text)”. Press OK.
In Forecast properties press Edit… in Secure Communications.
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Appendix B
Four different ways to log into the database
When Forecast is installed, it has to be decided how to log into the database. Only one of these four options can be used in a Forecast instance.
In three of these four options login information is saved in the
DATABASE_LOGIN_INFORMATION.xml file in Forecast installation folder. All data in that file is encrypted.
1. Windows authentication
When user opens a report from the report menu of Forecast, Forecast looks the name of the database server and database from the report and tries to log into the database using the same windows user identity that is used to open Forecast.
This is the default option that is used if any configurations are made regarding the database login after Forecast installation.
To use this option:
- These options have to be set in the web.config file:
<appSettings>
<add key=" UseDBAuthentication" value="false" /> <add key=" UserSavedDBLogin " value="false" /> </appSettings>
If these rows are missing from the web.config file (like in old installations), it means that their value is false.
2. Database user from XML file by Forecast user
This option makes it possible for one report to log into several databases. Database is always looked from the xml file and never from the report (qrd). Database username and password are never shown to the user.
- Forecast opens DATABASE_LOGIN_INFORMATION.xml file from the Forecast
installation folder ...\Forecast\App_Data\Preferences.
- When a report is opened, Forecast looks for the Forecast user from the XML file. If
user is found, Forecast looks for databases defined for the user.
- If there is only one database defined for the user, Forecast connects to that
database using the user name and password found from the xml file alongside the database.
- If there are more than one database defined for the user, a dialog is shown where
Forecast Installation Page 33 of 34 To use this option:
- Open the web.config file and set these options:
<appSettings>
<add key=" UseDBAuthentication" value="true" /> <add key=" UserSavedDBLogin " value="false" /> </appSettings>
- Use DBUserMaintenance tool to create the DATABASE_LOGIN_INFORMATION.xml
file to the folder ...\Forecast\App_Data\Preferences
- In DBUserMaintenance tool choose the login type “Database users by Forecast
user” and create the needed logins.
3. Database user from XML file by Database
Database username and password are never shown to the user.
- Forecast opens DATABASE_LOGIN_INFORMATION.xml file from the Forecast
installation folder ...\Forecast\App_Data\Preferences.
- Forecast looks the database server and database from the report (qrd) and tries to
find the same server and database from the xml file.
- If the server and database matches, Forecast connects to the database using the
username and password found alongside the database in the xml file. To use this option:
- Open the web.config file and set these options:
<appSettings>
<add key=" UseDBAuthentication" value="true" /> <add key=" UserSavedDBLogin " value="false" /> </appSettings>
- Use DBUserMaintenance tool to create the DATABASE_LOGIN_INFORMATION.xml
file to the folder ...\Forecast\App_Data\Preferences
- In DBUserMaintenance tool choose the login type “Database users by database
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4. Connect dialog. Database user asked from the user.
- Database user and password are asked from the user in the connect dialog.
Forecast user can save the database user and password and connect automatically next time.
- Users and passwords are saved in the file in the xml file in the Forecast installation
folder ...\Forecast\App_Data\Preferences\DATABASE_LOGIN_INFORMATION.xml.
To use this option:
- Open the web.config file and set these options:
<appSettings>
<add key=" UseDBAuthentication" value="true" /> <add key=" UserSavedDBLogin " value="true" /> </appSettings>
DBUserMaintenance tool can be used to view the
DATABASE_LOGIN_INFORMATION.xml file but it can‟t be edited.
DBUserMaintenance tool installation
DBUserMaintenance tool can be installed from the CPM installation CD folder InstallationCD\DatabaseUserMaintenanceTool.