Installing GS Analyze version 8.5

Installing GS Analyze version 8.5

GS Analyze provides a browser-based portal for GainSeeker data analysis. This makes it easy for you to give colleagues and customers access to the data they require.

Install GS Analyze on your web server or intranet server, using the following instructions.

A. Install GainSeeker version 8 or later on other computers

Before installing GS Analyze, you should first install GainSeeker version 8.0 or later on one or more computers on your network. For instructions, see Installing or Upgrading GainSeeker.

B. Set up a GainSeeker User with Module Access to GS Analyze

At one of the GainSeeker workstations, configure one or more GainSeeker Users with a Role that has Module Access for GS Analyze.

C. Copy the CD to the local drive (recommended)

If Windows needs to perform a Change (repair) for GS Analyze, it may need to access the GainSeeker installation CD to complete the repair. It will try to access the CD in the same location that was used to install GS Analyze on this server.

To avoid the need to insert your GainSeeker installation CD in the CD-ROM drive each time a Change (repair) is needed on this server, Hertzler Systems recommends the following strategy:

1. Copy the GS Analyze installation to a folder on the local drive – either the entire CD or only the .\GSAnalyze folder (and subfolders). 2. Use this local copy of the CD when installing GS Analyze on this server.

D. Meet System Requirements

Make sure your system meets the Web Server Requirements for installing GS Analyze.

E. Add and configure Server Role for Web Server (IIS)

Installation details are provided for Windows Server 2012 R2 Standard. If your web server or intranet server uses a different version of Windows server, you should determine the equivalent for your server.

1. In the Server Manager utility, launch the Add Roles and Features Wizard. 2. On the Select server roles page, chose Web Server (IIS) and then click Next.

3. On the Select features page, expand .NET Framework 4.5 Features. Then check both .NET Framework 4.5 and ASP.NET 4.5 and click Next.

5. On the Select role services page, expand Web Server and Application Development. Then check ASP.NET 4.5 and click Next.

F. Install GS Analyze on the IIS server

◾ If you copied the installation CD (or a portion) to the local drive, browse to the .\GSAnalyze\Disk1 folder in this location and run the SETUP program. ◾ Otherwise, insert the GainSeeker installation CD and install GS Analyze from the automatic menu (or manually start the menu by browsing to the

CD-ROM drive and running the SETUP program).

Very Important:

If prompted to choose the Shared Data Folder (Config_Path), you must specify the network file path where shared data files exist.

Do not use the default path provided on this step (C:\Data\), because it does not point to a shared folder on your network.

If another GainSeeker program such as GainSeeker Mobile Web Service or WebViz was already installed on this server, you will not be prompted for this network path.

G. Change all drive letter file paths to UNC paths or relative paths

GS Analyze is designed to access your GainSeeker data even when no domain users are logged on to the web server or intranet server.

Because drive letters are only mapped when a domain user is logged on to the server, it is important to set up GS Analyze with file paths that do not contain drive letters so that it can access GainSeeker files on your network even when no domain users are logged on to the web server or intranet server.

in Cms.ini

Use Windows to search for all instances of the file named Cms.ini on this computer, and in each file change the config_path= setting to use a UNC path instead of a drive letter path.

in Redirect.hsi

Use Windows to search for all instances of the file named Redirect.hsi on this computer, and in each file change the redirect= setting to use a UNC path instead of a drive letter path.

After making this change, verify that GainSeeker still runs correctly by launching a GainSeeker module and logging in. Then close the GainSeeker module.

in the Administration module

Log in to the Administration module and change all file paths for all configurations to use UNC paths or relative paths (e.g., .\foldername\ ) instead of fixed drive letter paths.

H. Identify a GainSeeker login to test GS Analyze access

Log in to the GainSeeker System Administration module at any GainSeeker workstation and identify the User (and password) that you will use to test your access to log in to GS Analyze.

You can either choose an existing user or create a new user.

The User you choose should be assigned to a Role with module access to GS Analyze. This User should also be assigned to a Configuration that contains some standards and data.

I. Create a domain user for GS Analyze

Create a new domain user (or choose an existing domain user) that GS Analyze and Windows Internet Information Services (IIS) can use to access GainSeeker data on the network.

You must configure this domain user with: • a password that does not expire

• the same access as your other GainSeeker users to the folder referenced by the config_path= setting (above) and its subfolders • the same access as your other GainSeeker users to the GainSeeker database

After you have configured this domain user with the necessary access to the config_path= folder and the GainSeeker database, the remaining steps will configure Windows Internet Information Services (IIS) and GS Analyze to use this domain user when accessing GainSeeker data.

J. Add the domain user to the "Power Users" group

K. Log in as the domain user

Now log in to the web server or intranet server as the domain user. This will set up the necessary windows user profile, folders, registry settings, and other items for this user.

L. Configure the App Pool to access GainSeeker as the domain user

2. In the Advanced Settings, edit the Identity property.

3. Change the Identity property to Custom Account, then choose the domain user you created for GS Analyze.

M. Test GS Analyze at the IIS server

Before you try to run GS Analyze at another computer, you should first test it at the IIS server. Launch a browser at the server and go to http://localhost/gsanalyze .

This should take you to the GS Analyze login page and allow you to type the GainSeeker user name and password that you identified in step B (above).

N. Test GS Analyze from any device on the network (intranet server only)

At any device on your local area network, launch a web browser and go to http://<server_name>/gsanalyze .

This should take you to the GS Analyze login page and allow you to type the GainSeeker user name and password that you identified in step B (above). For a company intranet, this is the address that you should make available to employees who need to use GS Analyze. You also need to provide a GainSeeker user name and password for them to log in to GS Analyze.

O. Test GS Analyze from any device outside your network (web server only)

This should take you to the GS Analyze login page and allow you to type the GainSeeker user name and password that you identified in step B (above). For a website that is available to computers across the internet, this is the address that you should make available to people who need to use GS Analyze. You also need to provide a GainSeeker user name and password for them to log in to GS Analyze.