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Matrix42 Self-Service Help Center

Configuration wizard

Overview

The Configuration wizard allows running the automatic system consistency check, redefining the settings applied during Matrix42 Software Asset & Service Management installation thus providing advanced access to the global system settings partially available in the Administration application, update the license certificates or uninstall the application.

Preparation

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

configuration_wizard_1.png

Select the configuration wizard language and choose the necessary option to proceed with the configuration.

System Consistency Check

Run the system consistency check to automatically analyze and detect possible issues in the following functionality of Matrix42 Software Asset & Service Management system:

  • check the database;
  • analyze all user interface related ASQL queries for inconsistencies of the data model structure;
  • test all connection settings of the enabled connectors;
  • initializes compliance rules;
  • publish all forms and property dialog pages.

It is recommended to enable the system database backup prior to running the system scan.

Select the necessary checkboxes to run the custom system scan and follow the instructions on the screen:

config_wizard_consistency_check.png

The system scanning activates the maintenance mode of the application. All data and customizations are not affected and remain intact.

When the consistency check is completed, the system provides the configuration summary if any issues were detected.

Change Configuration

Change Configuration section allows redefining a number of settings applied during Matrix42 Software Asset & Service Management installation:

config_wizard_change.png

Choose the necessary section and proceed accordingly.

Change Service Account

  • Service Account is used to communicate with IIS [application pool] and receive client requests. Enter the new Login and Password if you need to change the current service account. The Service Account is also used for the database access unless you need a specific account.
  • Specific SQL Server Account can be additionally configured in this section.

config_wizard_service_account.png

Configure Analysis & Reporting Services

Refer to this section to update the following settings:

  • Analysis Services Server name;
  • Change Analysis Services DB. Data from the previously used analysis database will be no longer available after the settings are applied;
  • Re-define Warehouse Database Server;
  • Change Warehouse DB name. Data from the previously used warehouse database will be no longer available after the settings are applied;
  • Change Reporting Services URL;
  • Enable and run Redeploy Reports option.

config_wizard_analysis_reporting.png

Configure Databases

History database settings

Available settings include:

  • History management: 
    • History Enabled option defines whether the system keeps track of the data changes and stores them to the specified History Database. This is a global system setting that is enabled by default during the system installation and can be changed on this page of the Configuration wizard.
    • History Database field shows the name of the currently used history database. By default, the M42Archive history database name is suggested during the system installation. 
    • Set Recycle History frequency in months to automatically clean up all data from the currently used history database once in a specified period of time;
    • Create new History Database: select the check-box to clean up data from the currently used history database. The name of the database cannot be modified and all data stored in the history database will be lost.
  • Configure Transactions Isolation Level Snapshot option.

Configure Databases page example:

config_wizard_history.png

Creating new History database

To create a new History database without losing the data from the currently used DB:

  • Detach the currently used history database: disable the History Enabled check-box option in the Configure Databases section of the Configuration wizard and click Apply.  The wizard disables history tracking and detaches the history database:
    config_wizard_disable_history.png
    The history data will no longer be available in the user interface from the History wizard and can be browsed directly with the SQL Server Management Studio installed on the application server;
  • Run Configuration wizard → Change Configuration section → Configure Databases:
    1. select the History Enabled check-box;
    2. provide a new name for the history database, for instance, M42ArchiveRecordsStorage;
    3. set Recycle History frequency in months to automatically clean up all data from the currently used history database once in a specified period of time;
    4. click Apply to run the new history database configuration.

The settings for re-enabled history tracking and custom history database name may look as follows:
config_wizard_new_history_db.png

Change Database Server

Specify the new server name:

config_wizard_db_server.png

Configure Service Layer

This section allows redefining Workflow Databases:

config_wizard_service_layer.png

Change Security Configuration

Similarly to the application installation process, the security configuration section allows managing:

Manage License Certificates

License certificates determine a set of available applications and application modules access levels in the installed Matrix42 Software Asset & Service Management solution.

 In this area of the Configuration wizard you can preview currently activated license certificates and activate new ones. License keys can be activated online or uploaded manually from the local storage:

configuration_wizard_license.png

Uninstall

The uninstall section runs Matrix42 Software Asset & Service Management uninstallation:

config_wizard_uninstall.png

For more information about uninstalling the applications see Matrix42 Software Asset & Service Management uninstallation guide.