Install AX Server for PostgreSQL

Install AX Server with PostgreSQL on the same physical machine.

Download the installer

1. Sign in to Launchpad (www.highbond.com).

   Your company's System Admin should have already received sign-in information from notifications@highbond.com. If you are unable to sign in to your Launchpad account, contact your company’s System Admin or Support for assistance.

2. Under Resources, click Downloads.
3. In the top menu, click Analytics Exchange.
4. From the Select software package to download list, select the installer you want to download.

   Note

   Ensure that you download the correct edition (non-Unicode or Unicode) as all installed applications must use the same edition.

5. Click Download Version <version_number> and save the installer to the computer where you will install the application.

Install PostgreSQL

Start the installer and select the database configuration

1. Double-click the installation package and if a security warning dialog box appears, verify the information listed and click Yes or Run.
2. Select the setup language and click OK.
3. In the Setup Extraction Location page, specify the folder where the installation files will be extracted, and click Install.

   Tip

   Click Browse to select a folder or accept the default location: C:\Program Files (x86)\ACL Software\Installers\ACLAX<version>_Server_<edition>.

4. Click Yes in the dialog box with the message about the database engine.
5. In the Analytics Exchange Server Setup Options page, select PostgreSQL and click Install.
6. To run the PostgreSQL setup wizard, click Yes.
7. If you are prompted to install prerequisites, click Install and wait while the prerequisites are installed.

   Follow any on-screen instructions to complete the prerequisite setup.

Configure the database connection and security

1. In the Welcome page, click Next and in the License Agreement page, select I agree to the above terms and the Galvanize Master Subscription Agreement and click Next.
2. In the Destination Folder page, accept the default PostgreSQL install location or click Change to modify the location, and click Next.

   If you modify the installation location, the path you specify must not include any spaces.

3. In the Configure your Analytics Exchange PostgreSQL database server page select New Installation and click Next.
4. If a warning about available disk space appears, click OK.

   Important

   If you have not confirmed that you have enough available disk space, you should do so now, before continuing.

5. In the Service configuration page, enter the following information to configure the PostgreSQL database service and then click Next:

   Field	Description
   Account name	The name of the Windows user account that will run the service. Keep the default account name “postgres” unless you have a reason for changing it. If the account does not already exist, it will be created as a local user account. You cannot use accounts that belong to the Administrators group on the server. If you use an existing account, the required file system permissions and the “Log on as a service” right are assigned to the account.
   Account domain	The name of the Active Directory domain the user account belongs to. If you are using a local user account, keep the default value of the computer name.
   Account password	The password for the user account. If the user account already exists, you must enter the correct password. If the installer is creating a new account, enter the password you want to use. The password must meet any password complexity requirements that are enforced by the Windows operating system. Additionally, the password must not include backslashes (\) or apostrophes (’).
   Verify password	Enter the password again to verify it.

6. If the user account does not exist, click Yes to create the account.
7. In the Database configuration page, enter the following information and then click Next:

   Field	Description
   Port number	The port number used for communications to and from PostgreSQL. The default port is 5432.
   Superuser name	The name of the PostgreSQL Superuser account. The default value is postgres and it cannot be changed.
   Password	The password for the PostgreSQL Superuser account. Your password must not include backslashes (\) or apostrophes (’). Note For security reasons, do not use the same password that you used for the Windows user account that runs the PostgreSQL database service.
   Password (again)	Enter the password again to confirm it.

   Note

   Make a note of the PostgreSQL Superuser account name and password. You need to enter them when you create the Analytics Exchange database during the AX Server portion of the installation.

   For information about configuring service accounts, see Service account configuration.

8. In the SSL certificate information page, enter the following information to create a self-signed security certificate to secure HTTPS connections between PostgreSQL and AX Server and then click Next:

   Field	Description
   Server host name	The hostname of the database server. For example: ax.abc.com.
   Department or division name	The division or business unit that the certificate is being issued for. For example: Development.
   Organization Name	The name of your company or organization. For example: ABC Corporation.
   City Name	The city or locality where your company or organization is located. For example: Vancouver.
   State/Province Name	The state or province where your company or organization is located. For example: BC.
   Country code	The two-character country code for the country where your company or organization is located. For example: CA.
   Password	Enter a password of at least 6 characters.
   Verify password	Enter the same password again.

   For information about how this certificate is used, and for configuration options, see Security certificates.

9. Click Install.

   The PostgreSQL database server is installed.

   • New installation During the subsequent AX Server installation process, a new Analytics Exchange database is created.

   • Upgrade An existing Analytics Exchange database is copied from an existing installation of PostgreSQL.

10. When the installation is complete, click Finish.

    When you click Finish, the AX Server installation or upgrade process starts automatically. There may be a delay of approximately a minute before the AX Server process begins.

Install AX Server

Configure the Analytics Exchange services

1. If you are prompted to install prerequisites, click Install and wait while the prerequisites are installed.

   Follow any on-screen instructions to complete the prerequisite setup. You may be required to restart the server after installing prerequisites.

   If you do need to restart the computer, after restarting, continue the installation by double-clicking the installer and then selecting the appropriate language, installation destination, and database server.

   Note

   You may be prompted to accept the terms and conditions for the .NET Framework when installing prerequisites. The terms and conditions dialog box may be hidden behind the Analytics Exchange installer dialog box. If you are experiencing a delay, check that the .NET Framework installer is not waiting for your input.

2. In the Welcome page, click Next and in the License Agreement page, select I agree to the above terms and the Galvanize Master Subscription Agreement and click Next.
3. In the Destination Folders and Settings page, specify where the AX Server application files will be installed and the location where AX Server data will be stored.

   If necessary, click Change to modify either, or both, of the default locations. The paths you specify must not include any spaces, and the location you specify for AX Server data must have sufficient disk space available.

   Note

   If you want to store AX Server data on a dedicated file server or other network location, you need to configure the shared folder after you complete the installation. The shared folder cannot be specified in the AX Server installer.

4. In the Analytics Exchange Connector port number panel, enter the port number for the AX Connector to use, or accept the default value of 10000.

   The AX Connector service is used primarily to access Analytics tables on AX Server from Analytics.

5. In the Analytics Exchange Tomcat Service Account panel, do the following and click Next:
   1. Enter the domain and username for the account in the format domain\username.

      Depending on the version of Windows Server, the installer may include a Browse button for locating the required account. If you browse, you must enter or select the domain or server name first in the Browse for a User Account dialog box in order for the installer to present the appropriate list of available user accounts.

      Note

      Using a local user account to run the TomEE service is not supported. These accounts do not have the appropriate privileges to run some Analytics commands.

   2. Enter the Password for the account.
6. If you are prompted to grant the Log on as a service right to the Tomcat service account, click Yes and then OK.

   For information about the options for configuring service accounts, see Service account configuration.

Configure the database connection settings

1. In the Configure your Analytics Exchange database page, ensure that PostgreSQL is selected, and select the appropriate option:
   • Create a new database use the AX Server installer to create the Analytics Exchange database
   • Use an existing database you have already created the Analytics Exchange database

     The database may already exist if you are reinstalling AX Server.

2. In the Encryption panel, do the following and click Next:
   • If you are installing AX Server and PostgreSQL on the same physical server, deselect Encrypt database communications.
   • If you are installing AX Server and PostgreSQL on separate physical servers, select Encrypt database communications to encrypt the connection.

   Tip

   Encryption slows performance somewhat, so you should enable it only if data is being transferred between the database server and the application server over an unsecure network.

3. In the Analytics Exchange database connection settings page, enter the following information to configure the connection string:

   Field	Description
   Database Server	The IP address or server name of the server where the database server is located. If you are installing AX Server on the same physical server as PostgreSQL, keep the default value of localhost unless you have a reason to change it.
   Port	The port to use to connect to the PostgreSQL database. The default port is 5432.
   Superuser	(New database) The name of the PostgreSQL Superuser account. Leave the default value of postgres unless you have a reason to change it.
   Analytics Exchange Database User	(Existing database) The name of the PostgreSQL database user account to use to access the Analytics Exchange database.
   Password	(New database) the password for the Superuser account (Existing database) the password for the PostgreSQL database user account

4. (New database only) In the New PostgreSQL user for Analytics Exchange database panel, enter the following information and click Next:
   • Username: The name of the PostgreSQL database user account to use to access the Analytics Exchange database. The installer creates this user account when it creates the database.
   • Password: The password for the PostgreSQL database user account.
   • Password (again): Enter the password for the PostgreSQL database user account again to confirm it.

Configure security and authentication

1. In the Microsoft Active Directory Connection Details page, verify that the value in the Default Domain text box is correct, or enter the correct value, and click Next.

   Note

   The default domain value is the domain end users are authenticated against if they do not specify a domain when they log in using form-based authentication. For example, if an end user enters jsmith as their username, and the default domain is ABC, it is equivalent to entering abc\jsmith.

2. In the Analytics Exchange Authentication page, select the appropriate authentication method:
   • Form Based Authentication: Select this option if you want users to be prompted to enter their username and password each time they start a new session with Analytics Exchange. A session is created when a new web browser window is opened, or when AX Client is started.
   • Integrated Windows Authentication: Select this option if you want users to be silently authenticated by Analytics Exchange applications based on the user account used to log in to Windows. User accounts that belong to the configured Active Directory domain will not need to enter their username and password information when they access Analytics Exchange applications.

   For more information about the authentication options and the required configuration, see Analytics Exchange authentication.

3. Specify the AX Server authentication configuration details by doing one of the following and click Next:
   • If you selected Form Based Authentication, specify the hostname of the server where AX Server is installed. For example: AX.ABC.COM.
   • If you selected Integrated Windows Authentication, enter the following information:
     • Analytics Exchange Server Hostname: Specify the hostname of the server where AX Server is installed. For example: AX.ABC.COM
     • Active Directory Domain – Specify the Active Directory Domain to use to authenticate users
     • Kerberos Domain Controller IP Address – The IP address where your organization’s Active Directory Domain Controller is located
     • Kerberos Service Password – The password for the Service Principal Name (SPN) account created in Active Directory
4. If you have an existing SSL security certificate, do the following in the SSL certificate information page:
   1. Select Use existing keystore file and browse to the keystore file on the server.
   2. Enter the existing Keystore password.
5. In the SSL certificate information page, enter the following information and then click Next:

   Field	Description
   Server name	The hostname of the database server. For example: ax.abc.com.
   Department or division name	The division or business unit that the certificate is being issued for. For example: Development.
   Organization Name	The name of your company or organization. For example: ABC Corporation.
   City Name	The city or locality where your company or organization is located. For example: Vancouver.
   State/Province Name	The state or province where your company or organization is located. For example: BC.
   Country code	The two-character country code for the country where your company or organization is located. For example: CA.
   Keystore password	Enter a password of at least 6 characters. Note If you are using an existing keystore file, this instance of the Keystore password text box is disabled.
   Private key password	Enter the same password again. The Keystore password and the Private key password must be identical.

   For information about how this certificate is used, and for configuration options, see Security certificates.

6. In the Enter Tomcat console username and password page, enter the following information and click Next:
   • Username: Enter the username you want to use to access and administer the Tomcat Web Application Manager and the AX Server Configuration web application
   • Password: Enter a password for the username
   • Confirm password: Enter the password again to confirm it

Finish the installation

1. Click Install.

   Note

   Before the installation process completes you are required to wait for about a minute while the TomEE application server becomes fully functional. The command window may appear intermittently during this period. Do not cancel the installation.

2. When the installation process is complete, click Finish to exit the installer.

The AX Server Configuration web application opens in the default web browser after the installer finishes.

You must complete post-installation tasks in the web application in order for AX Server to be fully functional. For more information, see Post-installation tasks.