Datawatch Monarch Installation Manual

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 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

Monarch Server v14.1 Single Server Installation Guide 1

 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)

2 Monarch Server v14.1 Single Server Installation Guide

Approved Software Versions

Software

Version

MS SQL Server

2008, 2012

Operating System

Windows Server 2008 R2 SP1 Standard 64­bit

Windows Server 2008 SP2 Standard 32/64­bit

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+

The Monarch Server 14.1 System has been tested with following versions of software.

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.

Monarch Server v14.1 Single Server Installation Guide 3

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.

4 Monarch Server v14.1 Single Server Installation Guide

SQL Server

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'

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'

Monarch Server Installation

Monarch Server v14.1 Single Server Installation Guide 5

Open the directory with installation files, and check whether it contains the license file named

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.

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.

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.

6 Monarch Server v14.1 Single Server Installation Guide

If you agree to the license terms, select I accept the terms in the license agreement,

NOTES

The Installation type dialog box is available only if no previous
version is installed.

and then click Next.

3. The Installation type dialog box appears. Choose between Simple installation and

Advanced installation, and then click Next.

Monarch Server v14.1 Single Server Installation Guide 7

Simple Installation

1. The Install Location dialog box appears.

Specify the location settings for Monarch Server installation:

a. In the Install services to field, specify the folder for Monarch Server installation.
b. In the Web Site directory field, specify the site name, where the web applications

are to be installed. If you select the Use services location check box, the web
applications (Admin, Client and RMS Client) will be installed in the Monarch Server
directory.

c. In the Site field, specify the site name for the web applications.
d. Under Admin Virtual Folder, specify the name of the virtual folder for Administrator

web application.

e. Under Client Virtual Folder, specify the name of the virtual folder for Client web

application.

f. Under RMS Virtual Folder, specify the name of the virtual folder for Report Mining

Server.

g. In the Port field, specify the port for IIS running.
h. In the Pool field, specify the name of the application pool to be used by the web

applications.

Click Next.

2. The Database Server dialog box appears.

8 Monarch Server v14.1 Single Server Installation Guide

Specify the database server settings:

a. Specify whether to use an existing SQL Server or to install one by selecting any of the

following:

 Use an existing SQL Server + installation: Select this option to use an existing

installed SQL Server 2014.

 Install MS SQL Server Express 2014: Select this option to install SQL Server

Express 2014 on the local machine. In this case, the name of the database server
instance will be DWCHMonarchServer. Note that SQL Server Express 2014 is not
supported for Content System.

b. In the Database server that you are installing to field, specify the database server

instance by doing one of the following:

 Select (local) to install the application to the existing database server instance on

your local machine.

 Type the database server instance name in the field.
 Click Find Servers to find and select instances of the existing database servers

that are accessible from the local machine. The found servers populate the
Database server that you are installing to drop-down list from which you can
select.

c. In the Connection using field, specify the authentication method by selecting either

current user Windows authentication or server authentication. If you select SQL Server
authentication, enter the login ID and password (see the image below).

Monarch Server v14.1 Single Server Installation Guide 9