Datawatch Monarch Manual de usuario

Monarch Server
Version 14.1
[Single Server Installation Guide]

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Monarch Server v14.1 Single Server Installation Guide
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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.......................................................................................... 5
Installation Procedure ....................................................................................... 6
Monarch Server Post-Installation Actions ................................................................ 20
Changing the User Account..........................................................................................20
Configuring SSO ........................................................................................................21
Setting User Session Timeout ......................................................................................25
Setting Administrator Password and E-mail Address ........................................................26
Installation Maintenance ......................................................................................... 27
Repairing a Damaged Installation .................................................................................27
Removing All System Components................................................................................28
Upgrading Installation ............................................................................................. 30
Upgrading the Existing Installation ...............................................................................30
New Installation.........................................................................................................35
Configuring Web Applications .................................................................................. 37

Monarch Server v14.1 Single Server Installation Guide 1
Monarch Server 14.1 System —
Installation Procedure
This document describes installation procedure of the following Monarch Server System
products:
Automator
Content System
Report Mining Server (RMS)
The products can be installed on your server together or each one can be installed separately.
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 instead.
Software Requirements
Server software:
.NET framework 3.5+ 32/64-bit
Operating systems:
Windows Server 2008 SP2 32/64-bit
Windows Server 2008 R2 SP1 64-bit
Windows Server 2008 R2 SP1 32-bit
Windows Server 2012 R2 64-bit
Windows Server 2012 64-bit
Windows Server 2016 64-bit
Windows 7 32/64-bit (Automator only)
Windows 8.1 32/64-bit (Automator only)
Windows 10 32/64-bit (Automator only)
Additional system software components:
Note that the following components will be installed automatically by the installation program
if not present on the machine. However, it may be advisable to install these at a convenient
time (for example, a scheduled maintenance window) before attempting the installation, as
these requirements may require system reboots.
.NET framework 4.5 32/64-bit / .NET framework 4.6 32/64-bit

2Monarch Server v14.1 Single Server Installation Guide
IIS 7.5/8.0
Microsoft Database Access Engine 2010 SP2 32/64-bit
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
present on the local machine)
SQL Server 2014 Management Studio Express (if the Monarch Server database is present
on the local machine)
SQL Server 2012 Express Local DB SP1 32/64-bit
Client software:
One of the following browsers:
Internet Explorer 10+ (for Admin web application)
Internet Explorer 8+ (for RMS Client web application)
Internet Explorer 8+ (for Client web application)
Mozilla Firefox 3+
Google Chrome 4.0+
Microsoft Edge 25+
Silverlight 5.0 (for RMS Client web application; Internet Explorer 8, 9).
Hardware Requirements
Processors:
Recommended: Multi-core or multi-processor Intel Xeon 2 GHz w/ 2 MB cache (or
better)
Memory:
Recommended: 8 GB RAM or greater
Network Adapter:
Recommended: Ethernet 100 Mbps or higher (Gigabit recommended)
Hard drive:
Recommended: 100 GB or more (depending on processing requirements, report sizes,
number of active concurrent users, mining types). Disk performance has significant
influence on application scalability and viewing response.
Monitor
Recommended: Screen resolution of 1024 x 768 (or 1366 x 768 for wide screens)

Monarch Server v14.1 Single Server Installation Guide 3
Approved Software Versions
The Monarch Server 14.1 System has been tested with following versions of software.
Software
Version
MS SQL Server
2008, 2012
Operating System
Windows Server 2008 R2 SP1 Standard 64-
bit
Windows Server 2008 SP2 Standard 32/64-
bit
Windows Server 2012 Standard 32/64-bit
Windows Server 2012 R2 64-bit
Windows 7 32/64-bit
Windows 8.1 32/64-bit
Windows 10 32/64-bit
Windows Server 2012 64-bit
IIS
7.5; 8.0
.NET Framework
3.5; 4.5/4.6
Browsers:
Internet Explorer
Google Chrome
Mozilla Firefox
Microsoft Edge
8+
10+
3+
25+
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. This means that different components of the
system can be installed on different machines within a network. There are two types of
components: distributable and non-distributable.

4Monarch Server v14.1 Single Server Installation Guide
Each of the non-distributable components can be installed only once per Monarch Server 14.1
system.
Distributable components can be installed several times on different computers to form a
desired configuration of the Monarch Server 14.1 system, tailored to your requirements.
The system consists of the following components:
Configuration Service
Agent Service
Services
Web Application (Admin, Client, RMSClient)
Repository
The Configuration Service is a non-distributable component. Install only one instance of the
Configuration Service per system.
The Agent Service is a distributable component. It should be installed on every server used
for Monarch Server system installation. All instances of Agent Service use a single
Configuration Service.
The Agent Service launches the following services:
Datawatch.RemoteServices.AdminServicesHost.exe
Datawatch.RemoteServices.ClientServicesHost.exe
Datawatch.RemoteServices.FilingDispatcherServiceHost.exe
Datawatch.RemoteServices.MaintenanceDispatcherServiceHost.exe
Datawatch.RemoteServices.NotificationsDispatcherServiceHost.exe
Datawatch.RemoteServices.VolumeServicesHost.exe
Datawatch.RemoteServices.DataPumpDispatcherServiceHost
Datawatch.RemoteServices.DataPumpServicesHost
Datawatch.RemoteServices.DataPumpStorageServicesHost
Datawatch.RemoteServices.RMSClientServicesHost.exe
Datawatch.RemoteServices.RMSContentServiceHost.exe
These services can run on different servers.
The Web Application is a distributable component. It can be installed on different computers,
limited by the number of licensed servers.
The Repository is a distributable component. It can be installed on different computers. In
most cases, only one instance of Repository should be installed.
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.

Monarch Server v14.1 Single Server Installation Guide 5
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 –backed up, removed, joined with another partition, etc.
For Monarch Server to perform these operations automatically, partition maintenance tasks
were designed.
For these tasks to function properly, the Monarch Server database user will require more
rights, which may be considered unsecure in some environments –generally, when the
database server is used for several databases and not only for Monarch Server. In this case,
these rights may be assigned temporarily, for the time of performing partitioning maintenance
task. Another option is to perform partitioning maintenance operations manually.
For setup to create the Monarch Server database –and for partitioning maintenance tasks
functionality support –you will need the Database Creators server role to be assigned to the
user.
Warning: This role will allow the user to destroy any database in the system (although not
allowed to read data) and thus it is recommended to assign it only during the time of
installation and during partitioning maintenance tasks operations
To create the user, login to the database server under System Administrator (sa) user and
execute the following commands:
exec sp_addlogin 'ES_LOGIN', 'ES_PASSWORD'
exec sp_adduser 'ES_LOGIN', 'ES_USER'
exec sp_addrolemember 'db_ddladmin', 'ES_USER'
exec sp_addrolemember 'db_datareader', 'ES_USER'
exec sp_addrolemember 'db_datawriter', 'ES_USER'
exec sp_addsrvrolemember 'ES_LOGIN', 'dbcreator'
If you decided to disable the Database Creator role after the Monarch Server database is
created (i.e. after installation is complete), you will need to issue the following command
under System Administrator:
exec sp_dropsrvrolemember 'ES_LOGIN', 'dbcreator'
NOTES
The db_owner role may be removed, and the db_executor role
may be added. If the db_executor role does not exist, it may be
created as follows:
CREATE ROLE db_executor
GRANT EXECUTE TO db_executor
EXEC sp_addrolemember 'db_executor','ES_USER'
Monarch Server Installation

6Monarch Server v14.1 Single Server Installation Guide
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.
NOTES
If the configuration machine name in license file is not the same
as the machine name of installation, the warning message is
displayed: “Cannot install due to mismatch config machine name
with current”. The installation is aborted.
INSTALLATION PROCEDURE
Steps:
1. In the directory with installation files, double-click MonarchServerInstaller.exe to
launch the Monarch Server v14.1 Installation Wizard.
Click Next.
2. The License Agreement dialog box appears.
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