Installing AX Server for PostgreSQL

The following procedure outlines the steps you need to complete to install AX Server. The PostgreSQL database server installation must be completed before you can install AX Server.

Before you begin, you need to save the AX Server installer on the Windows server(s) where you want to install it. Ensure that the ACL Analytics Exchange applications you download and install are the correct edition for your organization, and that all installed applications use the same edition.

To install AX Server:

  1. Double-click the AX Server installer file to extract the setup wizard files. The file is named ACLAX<version>_Server_<edition>.

    The <edition> identifier indicates whether the folder contains the non-Unicode or Unicode edition of AX Server.

  2. Select the setup language and click OK.
  3. In the Setup Extraction Location page, select the location to extract the files to or accept the default location, and click Install.

    The default extraction folder is the following subfolder in the Windows Program Files folder, or Program Files (x86) folder on 64-bit servers: ACL Software\Installers\ACLAX<version>_Server_<edition>

  4. A dialog box is displayed indicating that if your ACL Analytics Exchange database will be installed on a separate server from AX Server, it must be installed and configured before you can complete the AX Server installation. If PostgreSQL or Oracle is already configured on a separate server, or if you plan to install PostgreSQL on the same server, click Yes to proceed with the AX Server installation. Otherwise, click No to exit the setup wizard, and then complete the required database engine configuration.
  5. In the ACL Analytics Exchange Server Setup Options page, select PostgreSQL and click Next.
  6. If PostgreSQL 9.1 is not already installed on the server and you want to install PostgreSQL on the same server as AX Server, click Yes to run the PostgreSQL 9.1 setup wizard. Otherwise, click No.

    If you choose to run the PostgreSQL 9.1 setup wizard, follow the procedure in Installing or upgrading ACL Analytics Exchange PostgreSQL, starting with step 7, to complete the installation.

  7. If any AX Server prerequisites are missing, a dialog box is displayed listing the prerequisites that will be installed. Click Install to start installing the required applications, and follow the prompts on screen to complete each of the setup wizards.
  8. In the Welcome page, click Next.
  9. In the License Agreement page, select I accept the terms in the license agreement and click Next.
  10. In the Destination Folders and Settings page, specify where 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 folders with spaces in their names, and you must ensure that the file system location you specify for AX Server data has sufficient disk space available.

    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 setup wizard.

  11. In the ACL Analytics Exchange Connector port number panel, enter the port number for the AX Connector to use, or accept the default value of 10000, and click Next.

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

  12. In the ACL Analytics Exchange Geronimo Service Account panel, complete the following steps:
    1. Enter the domain and username for the account in the format domain\username, or click Browse to locate the required domain and username. If you browse for the account name, you must enter or select the domain or server name first in the Browse for a User Account dialog box, for the setup wizard to present the appropriate list of available user accounts.
    2. Enter the Password for the account.

    For information on the options for configuring service accounts, see “Understanding service account configuration” in the ACL Analytics Exchange Server Administrator Guide.

  13. In the Configure your ACL Analytics Exchange database page, ensure that PostgreSQL is selected, and select the appropriate option in the Database Selection panel from the following options:

    • Create a new database – Select this option if you want the installer to create a new ACL Analytics Exchange database.

    • Use an existing database – Select this option if you want the installer to configure the connection information to an existing ACL Analytics Exchange database. Select this option if you are upgrading from a previous version, or if your database has already been updated for the current release.

  14. The Encrypt database communications setting is selected by default. You should deselect this option if the PostgreSQL database server and AX Server are being installed on the same server, or if other security measures are in place to protect communications between the application server and the database server.
  15. Click Next.
  16. If you selected Create a new database on the previous page, enter the following information:

    • Database Server – The IP address or server name of the server where the PostgreSQL database server is located. Specify the IP address if the PostgreSQL database server is on the same server as AX Server.

    • Port – The port number to use to connect to the PostgreSQL database server.

    • Superuser – Enter the name of the PostgreSQL Superuser account. This account was created with the values you entered in the PostgreSQL database server setup wizard. The default value is postgres.

    • Password – Enter the password for the Superuser account.

    • Username – The name of the PostgreSQL database user account to use to access the AX Server database. The installer creates this user account in the database.

    • Password – The password for the PostgreSQL database user account.

    • Password (again) – Enter the password for the PostgreSQL user account again to confirm it.

  17. If you selected Use an existing database on the previous page, enter the following information:

    • Database Server – The IP address or server name of the server where the PostgreSQL database server is located.

    • Port – The port number to use to connect to the PostgreSQL database server.

    • ACL Analytics Exchange Database User – The name of the PostgreSQL database user account used to access the AX Server database.

    • Password – The password for the PostgreSQL database user account.

  18. Click Next.
  19. If you are upgrading an existing version 3.x database, a message is displayed indicating that the schema will be updated. Click Next to continue.
  20. 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.

    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 ACL, it is equivalent to entering acl\jsmith.

  21. In the ACL Analytics Exchange Authentication page, select the appropriate authentication method from the following options:

    • 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 ACL 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 ACL 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 ACL Analytics Exchange applications.

    For more information about the authentication options and the required configuration, see “Configuring ACL Analytics Exchange authentication” in the ACL Analytics Exchange Server Administrator Guide.

  22. If you selected Integrated Windows Authentication, enter the following information about your network security configuration:

    • ACL Analytics Exchange Server Hostname – Specify the hostname of the server where AX Server is installed. For example: AX.ACL.COM

    • Active Directory Domain – Specify the Active Directory Domain to use to authenticate users. This field is only required if Integrated Windows Authentication is selected.

    • Kerberos Domain Controller IP Address – The IP address where your organization’s Active Directory Domain Controller is located. This field is only required if Integrated Windows Authentication is selected.

    • Kerberos Service Password – The password for the Service Principal Name (SPN) account created in Active Directory. This field is only required if Integrated Windows Authentication is selected.

  23. Click Next.
  24. In the SSL certificate information page, enter the following information to create a self-signed security certificate to secure HTTPS connections to the AX Server:

    • Server Name – The hostname of the server users will use to access AX Web Client, the AX Server Configuration web application, or the Geronimo Console. For example: ax.acl.com

    • Department or division name – The division or business unit the certificate is being issued for. For example: Development

    • Organization Name – The name of your company or organization. For example: ACL Services Ltd.

    • 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.

    • Private Key Password – Enter the same password again. The Keystore Password and the Private Key Password must be identical.

    For information on how this certificate is used, and for configuration options, see “Understanding security certificate configuration” in the ACL Analytics Exchange Server Administrator Guide.

  25. Click Next.
  26. Click Install.
  27. When the installation process is complete, click Finish to exit the setup wizard.
    Important

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

    A Post-install Steps page is displayed automatically after the setup wizard finishes, which lists the required tasks you need to complete, and optional tasks you may want to complete, to finalize your configuration of AX Server.

    If you close this page without completing all of the steps, you can access the page again on Windows Server 2008 by selecting Start > All Programs > ACL Analytics Exchange 5 > Post-install Page, or on Windows Server 2012 by navigating to the Start page, pressing the Windows Key+Z and then pressing Enter to show the All Apps page, and then clicking Post-install Page link in the ACL Analytics Exchange 5 group.

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