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Matrix42 Self-Service Help Center

Installation: Step by Step

Overview

You can either install Matrix42 Software Asset & Service Management on one server (all-in-one installation) or distribute it on two servers (distributed installation on the Web server and the database server). This topic describes the all-in-one installation in detail. Comments about the distributed installation are included, as required.

Preparation

Save the .exe file on your server and run it. The Matrix42 Setup Wizard will be launched:

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For Windows Server 2008 and greater, right-click the .exe file, and then click Run as Administrator.

Installation process

  • Click Launch the installation process.
  • Read the License Agreement. Click Accept to accept the license agreement.

System prerequisites

Then the installation wizard will check the system prerequisites.

If your system does not meet all system prerequisites, those missing will be displayed under Required Components. Click the respective component to get more details.

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Freely available system components are supplied on the CD or can be downloaded together with the installation file (the REDISTB.zip file). To continue the installation, you should install all missing components.

Application Server ad Service Account

  • The installation wizard will select the default installation path (C:\Program Files (x86)\Matrix42\Matrix42 Workspace Management\) for the installation files. You can change this installation path by using the Browse button.
  • Under Service Account, enter the Login and the Password. Click Next.

This account is used to communicate with IIS [application pool] and receive client requests.

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The service account is specified as the owner of the databases on the database server.

License Certificates

  • Now you should license the installation. If you use the online activation option, enter your license key in the License Key field, and then click Activate License (active Internet connection is required for this purpose).

If you use a certificate as a license key, click Browse Certificates. Save your certificate(s) to the Certificates Directory and close it. The certificate(s) will appear in the list under Manual Activation

  • When necessary certificates are added, click Next.

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Administrative user

  • Create an administrative user for interactive login to Matrix42 Software Asset & Service Management and click Next.

Enter your installation user or the user that will open the application for the first time and will add other users.

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E-Mail and Default Language 

  • Specify your E-Mail Settings: SMTP Server, Default Sender, Authentication details, and Password. This information will be used in notifications and other types of emails. E-mail settings can be later changed in the Global System Settings in the Administration application.
  • Select the Default Language of your environment. These settings can be changed in the Regional Settings of the Administration application.SVS_INST_009_1.png
  • You should also specify whether you want to Send test mail to check SMTP server configuration.

You may skip this step by clearing the Send test mail to check SMTP server configuration checkbox. If you leave it selected and then click Next, an error message (in red) will appear at the top of the window. Click the respective error message:

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Now you can click Skip to skip the configuration process.

Database Server, Authentication and Databases

  • Enter your SQL Server Name, possibly including the instance name, and apply all other default settings.
  • Enter the Database names. We recommend that you apply the automatically inserted values.

Enter the local SQL server name if you want to perform an all-in-one installation and the remote SQL server name for a distributed installation.

The SQL server should operate in the mixed mode [SQL Server and Windows authentication mode]. Use the Latin1_General_CI_AS language scheme ("collation").

Once specified, the database settings cannot be changed later. Database settings can be previewed in the General section of the Global System Settings in the Administration application.  

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Click Next to proceed.

Analysis and Reporting Services

  • Enter the Analysis Services Server and the Analysis Services DB. In most cases, you can apply the suggested entries.
  • Enter the Reporting Services URL. The default name of this website is http://<Servername>/ReportServer. It will be specified during the configuration of MS SQL Reporting Services. In most cases, you can apply the suggested URL to the installation server.

To avoid time-outs during the first creation of the report, open Internet Explorer and enter the Reporting Services URL. Do not close Internet Explorer.

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Click Next to proceed.

Service Layer Configuration: Workflow Databases 

  • Specify the Service Layer Configuration parameters for your Matrix42 Software Asset & Service Management environment. First, enter the names of the Workflow Persistence and Monitoring databases.

You can apply the automatically specified values for all-in-one installation.

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Click Next.

Service Layer Configuration: Security Configuration

  • Specify the Security Configuration parameters for Service Layer. Please make sure that the specified Security Group for AppFabric configuration exists (was created manually) on the distributed server/in the domain. Members of this group should be assigned write rights on the Workflow Persistence and Monitoring databases. Matrix42 Service Account should also be a member of this group.
  • Finally, select the Run AppFabric with Matrix42 Service Account checkbox for distributed installation. To protect the Service Layer connections, the service and client certificates will be generated and installed on the local computer.

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Click Next.

Security Configuration: SSL

Configure the security options of Matrix42 to protect the data that you process with Matrix42 Software Asset & Service Management.

  • Use the HTTPS protocol if you want to encrypt your data when connecting to the Matrix42 Software Asset & Service Management Console and Matrix42 Self Service Portal. To use the HTTPS protocol, you should specify the settings for Secure Socket Layer (SSL). The Domain name that you use for Matrix42 Software Asset & Service Management is filled in automatically – the system reads it from the default IIS website – but you can change it.
  • Then you should choose whether to Use your own SSL Certificate or Use Self Signed Certificate.
    • If you use your own SSL certificate, then all necessary settings are defined automatically based on the provided domain name.
    • If you use a self-signed certificate, then you should provide a password to create this certificate.
  • Finally, select the Force SSL option if you want to always use HTTPS for the console and the portal. It means that when someone opens the console or the portal with the HTTP URL, they will be redirected to the HTTPS URL.

You can change the configuration settings later either in the Configuration Wizard or in the Global System Settings of Matrix42 Software Asset & Service Management.

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Click Next.

Security Configuration: Captcha, Lock Accounts, Encrypt Viewstate

Continue with Security Configuration:

  • Select the Activate captcha checkbox to prevent automatic logins to the Matrix42 Self Service Portal or Matrix42 Software Asset & Service Management Console from external sources. The captcha will be displayed after the first unsuccessful login attempt.
  • Use the Lock Accounts option for more advanced protection from automatic logins. Enter a number of unsuccessful login attempts after which the account will be locked, and a time period (in minutes) after which the account will be unlocked. Please note that the minimum number of attempts should be 3, and the minimum time period should be 10 minutes. Information about all (un)successful login attempts and account (un)locking events including the IP addresses is stored in the Matrix42.Security.log file under %programfiles%\Matrix42\Matrix42 Workspace Management\Logs. In addition, information about failed login attempts and locked accounts is stored in Windows Event Log (Applications) under the M42_SEC event name.
  • Finally, select the Encrypt VIEWSTATE checkbox to encrypt information that is passed to the server every time someone changes data in Matrix42 Software Asset & Service Management. This setting provides additional client side security, but be aware that it may decrease client performance.

You can change these settings later either in the Configuration Wizard or in Global System Settings of Matrix42 Software Asset & Service Management.

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Click Next.

Security Configuration: STS (Secure Token Service)

  • Select the Enable STS checkbox to use the Secure Token Service, specify the Host name and click Next. The metadata and authentication settings of the application relying on STS will use the tokens received from the token provider for validating the user credentials. The token includes multiple elements regarding the identity and group membership of the client, as well as information regarding the lifetime of the token and the issuer of the token. The token is protected from manipulation with strong encryption.

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Summary

An overview of the collected information will be displayed.:

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Click Next to run the installation.

Installation

The setup wizard will now install and configure Matrix42 Software Asset & Service Management. This process will take from 30 to 60 minutes, please wait.

Publishing Workflows

While Publishing workflows it is possible that some workflows are not able to be published due to different reasons. Setup itself will automatically retry (3 times) publishing workflows that failed to be published. That may fix some failures that occurred due to locked files or directories.

Publish failure reasons are listed in a setup log, displayed above the progress bar.

If after 3 retries some workflows remained unpublished, the Setup wizard will alert the user about the actions that may be performed.

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You may either decide to skip publishing failed workflows (and optionally publish them later) by clicking "Yes" button, or fix the issue and retry publishing them. In that case, you should click "No" in a pop-up dialog and click "Retry" button when the issue is resolved.

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Completed Installation

  • The setup wizard will inform you that the installation is completed successfully:

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  • Click View the Installation Summary Report to view more details about the changes that have been made on the installation server during the installation/configuration.
  • Select the Launch Matrix42 Software Asset  & Service Management Console checkbox if you want to open the console directly after the installation.
  • Select the Launch Matrix42 Software Asset  & Service Management checkbox if you want to open the UUX version of the SASM.
  • Click Finish.