Installing a Server

When you install a server, you configure several server properties. After installation, you can configure additional properties using the Web Console.

Procedure: How to Install and Configure a Server

Exit all programs before continuing.
If you installed from the CD and the autorun feature has begun the installation, the screen below is displayed. Otherwise, execute the following file in the CD root folder, or from where you saved the installation software on disk:
```
setup.exe
```
The Choose Setup Language window opens.
Select the language to be used during installation and click Next.
One of three of the following windows opens:
- Setup/License Agreement window. If this opens, your computer does not have a 7.7 server or client from a prior installation. This will be its first. Skip to Step 6.
- Question/Prior installation has been found window. If this opens, your computer already has a 7.7 server or client. You will choose between configuring an additional instance of the server or client, or refreshing the existing server software. Go to Step 4.
- Select a Directory/Select EDAHOME directory window. If this opens, your computer already has multiple instances of servers and/or clients configured. You will choose between configuring an additional instance of the server, and refreshing an existing server or client software. Skip to Step 5.
If you want to:
- Configure an additional server instance, click No.
  (If your existing 7.7 installation is a client, this option installs and configures your first server instance, not an additional one.)
  
  The Software License Agreement window opens. Continue with Step 6.
- Refresh the existing server or client software, click Yes. You will get new server software (or new client software, if your existing 7.7 installation is a client). It will overwrite your existing installation directory (EDAHOME), and will use your existing configuration information in your current configuration directory (EDACONF).
  The installation begins without prompting you for parameters.
  
  When installation is finished, the Setup Complete window opens.
  
  For a server, select Start Server Workspace and Web Console and click Finish to exit the setup program. Continue with Verifying Server Installation.
  
  For a client, select Start Client Workspace and Web Console and click Finish to exit the setup program. For more information, see the Client and Connector Installation and Configuration manual.
If you want to:
- Configure an additional server instance, select the directory of the server for which you want to create a new instance, and then click New Installation/Configuration.
  The Software Registration window opens. Skip to Step 7.
- Refresh existing server or client software, select the directory of the server or client which you want to refresh, and then click Upgrade Selected.
  You will get new server software (or new client software, if you selected a client directory). It will retain the existing configuration information.
  
  The refresh begins without prompting you for parameters.
  
  When the refresh is finished, the Setup Complete window opens.
  
  For a server, select Start Server Workspace and Web Console and click Finish to exit the setup program. Continue with Verifying Server Installation.
  
  For a client, select Start Client Workspace and Web Console and click Finish to exit the setup program. For more information, see the Client and Connector Installation and Configuration manual.
Click Yes to accept the terms of the agreement. Otherwise, click No to reject the agreement and exit the setup program.
The Software Registration window opens.
In the Software Registration window, type your user name, company, and license key.
The license key is printed on a form included with the software and should be saved for future reference. You must include the hyphens.

The License Key determines which product you are installing, such as a Full-Function Server, a WebFOCUS Reporting Server, or a DataMigrator Server. Default settings, such as folder names, are determined by the license key. The screens that follow are for a Full-Function Server.
Click Next.
- If you typed an invalid License Key, the setup program displays a warning.
  Click OK to correct the key.
- If the License Key is correct, the Registration Confirmation window opens, similar to the following.
- If the License Key's CPU portion is for less than the actual CPUs/cores found, a CPU violation message will occur. The user can:
  - Continue the installation and virtualize the PC to a correct quantity afterwards.
  - Discontinue the installation and reattempt the installation in an environment that is already virtualized correctly.
  For more information, see Limiting CPU/Core Use on Machines With Multiple CPUs and Cores.
Click OK to continue.
The next window varies depending on whether there is a 7.7 server currently installed on the computer.
- If a 7.7 server is not currently installed, the Select Program Folder window opens.
  
  The type of server you are installing determines the program folder default name. You can change the name.
  
  Skip to Step 11.
- If a 7.7 server is currently installed, the Prior Installations Found: Select Option window opens. Continue with Step 10.
If you want to:
- Install an additional server, select Install and Create 77 configuration.
  This will install new server software in a new installation directory (EDAHOME) and enable you to specify new configuration information in a new configuration directory (EDACONF).
- Configure an additional server instance, select Create additional 77 configuration.
  This will use the existing server software in your current installation directory (EDAHOME), and enable you to specify new configuration information in a new configuration directory (EDACONF).
  
  This option enables you to run multiple instances of the server, but requires space for just a single set of server software. It also makes maintenance easier, because if you apply upgrades to the server, you need to do so in only one location.
  
  The Select Program Folder window opens:
The type of server you are configuring determines the program folder default name. You can change the name.

Each server program folder name must be unique. If you need to distinguish between multiple instances of a server and want to use the default name, add a suffix (for example, WebFOCUS 77 Server 2).
Accept the default program folder, or specify a new one, and click Next.
The setup program adds this new folder to the Windows Start menu, and creates a new Windows service with the same name as the folder.

The Select the Standard Location Prompt window opens.
Choose between using a drive and directory, or a shared network folder, as the location prompt, and then click Next.
Using a drive is standard. Using a shared network folder makes the Data Management Console available to remote users. Choose the drive option, unless you are installing a DataMigrator Server, in which case you can choose either option. For more information, see Choosing Between Private and Shared Access to the Data Management Console.

The Select Directories window opens.
Specify the following locations, or accept the default values:
1. Product installation directory. This contains the server executable files. We refer to this location as EDAHOME. It must conform to the pattern:
```
*\ibi\srv77*\home*
```
  If you are installing a new server, accept the default directory, or specify a different directory. The new server software will be placed in this directory.
  If you are configuring an additional server instance, using your existing server software, accept the default EDAHOME directory. If several 7.7 installation directories exist, select the one that corresponds to the server for which you are configuring a new instance.
2. Product configuration directory. This contains configuration information for this server instance. We refer to this location as EDACONF.
  If you changed the EDAHOME value, the default EDACONF value changes to conform to EDAHOME.
  
  EDACONF must be in the same srv77 path as EDAHOME. The lowest-level EDAHOME directory (home) becomes the server type directory in EDACONF. For example, if EDAHOME is
```
ibi\srv77\home
```
  then EDACONF for a WebFOCUS Reporting Server defaults to:
```
ibi\srv77\wfs
```
  Each server instance must have its own configuration directory. If you are configuring an additional server instance, be sure to append characters to the default name of the server type directory. (Otherwise, the installation will overwrite the existing configuration directory.) For example:
```
ibi\srv77\wfs2
```
  Accept the default value, or click Browse, or type a name to specify a different directory.
3. Application directory. This contains the server applications. We refer to this location as APPROOT.
  Accept the default value, or click Browse to select a different directory.
4. Profiles directory. This contains the user and group profiles and the admin.cfg file, which specifies the server administrator. We refer to this location as EDAPRFU.
  Accept the default value, or click Browse to select a different directory.
5. Disk. If there is more than one disk or shared folder to which the server can be installed, select the one on which you want to install.
6. Click Next.
  The Configure Server Administrator ID/Password and Inbound Communications window opens.
Specify the following information and then click Next.
- Server Password. Type the password of the account you are using to install the software.
  Note that if you leave the password blank, or if you enter an incorrect password, the server will start in safe mode. For more information about starting in safe mode, see Troubleshooting for Windows.
  
  You can change the ID and the password after installation using the Web Console.
- HTTP Listener Port. Type the base HTTP port number that the server is using for HTTP. The server requires three consecutive ports for the HTTP Listener and other IP-based services.
  If you are configuring multiple server instances, be sure to specify a different range of ports for each server instance.
  
  The default port automatically varies by product to support multiple servers on a particular computer:
  
  For a Full-Function Server, 8101 is the default value, which reserves ports 8101-8103.
  
  For a WebFOCUS Reporting Server, 8121 is the default value, which reserves ports 8121-8123.
  
  For a DataMigrator Server, 8117 is the default value, which reserves ports 8117-8119.
  
  For a Shared Application Server (for WebFOCUS Maintain), 8113 is the default, which reserves ports 8113-8115.
- TCP Listener Port. Type the TCP/IP port number that the server is using for TCP/IP. The port should be the one immediately preceding the first HTTP port.
  If you are configuring multiple server instances, be sure to specify a different port for each server instance.
  
  The default port varies by product to support multiple servers on a particular computer:
  
  For a Full-Function Server, 8100 is the default value.
  
  For a WebFOCUS Reporting Server, 8120 is the default value.
  
  For a DataMigrator Server, 8116 is the default value.
  
  For a Shared Application Server (for WebFOCUS Maintain), 8112 is the default.
Click Next.
The setup program installs software and configures the server using the information you specified. The setup program creates a server program group to receive the program icons for the product. The name of this group is based upon the server product that was installed.

When the installation completes, the Setup Complete window opens.
If, in Step 14, you:
- Provided a Server Administrator password, select Start Server Workspace and Web Console and click Finish to exit the setup program.
- Left the Server Administrator password blank, the console will automatically start in safe mode. For more information about starting in safe mode, see Troubleshooting for Windows.

You should now verify your installation, as described in Verifying Server Installation.