Difference between revisions of "QPR UI Installation Checklist"
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| − | This step-by-step checklist for QPR UI installation and configuration | + | This step-by-step checklist for QPR UI installation and configuration contains all the needed steps for a complete QPR UI installation. These steps apply only for a new QPR UI installation. If you are upgrading an existing installation, see the [[Upgrading QPR UI|upgrade instructions]]. |
{| class="wikitable" | {| class="wikitable" | ||
| − | !''' | + | !'''Installation step''' |
! '''Description''' | ! '''Description''' | ||
|- | |- | ||
| − | ||[[QPR UI System Requirements|QPR UI system requirements]] | + | ||1. [[QPR UI System Requirements|QPR UI system requirements]] |
||Check that your hardware and software infrastructure fulfills the QPR UI system requirements. | ||Check that your hardware and software infrastructure fulfills the QPR UI system requirements. | ||
|- | |- | ||
| − | ||[[SQL Server Configuration in QPR UI|SQL Server configuration]] | + | ||2. [[SQL Server Configuration in QPR UI|SQL Server configuration]] |
||Make the needed configurations for the SQL Server where the QPR UI database will be located. SQL Server configuration must be done before running the QPR UI installer. | ||Make the needed configurations for the SQL Server where the QPR UI database will be located. SQL Server configuration must be done before running the QPR UI installer. | ||
|- | |- | ||
| − | ||[[Installing QPR UI|QPR UI installer]] | + | ||3. [[Installing QPR UI|QPR UI installer]] |
||Run the QPR UI installer. The installer download link can be found in the [[QPR_UI_Wiki|home page]] of this wiki. Settings in the wizard pages 6, 8, 9 and 10 can also be done after the installation, if the needed information is not available during the installation. (For advanced installation scenarios, you can alternatively use the [[Silent Installation in QPR UI|silent installation procedure]].) | ||Run the QPR UI installer. The installer download link can be found in the [[QPR_UI_Wiki|home page]] of this wiki. Settings in the wizard pages 6, 8, 9 and 10 can also be done after the installation, if the needed information is not available during the installation. (For advanced installation scenarios, you can alternatively use the [[Silent Installation in QPR UI|silent installation procedure]].) | ||
|- | |- | ||
| − | ||[[Routing Through IIS in QPR UI|IIS as | + | ||4. [[Routing Through IIS in QPR UI|IIS as reverse proxy for QPR UI]] |
||Configure IIS to pass through QPR UI traffic. | ||Configure IIS to pass through QPR UI traffic. | ||
|- | |- | ||
| − | ||[[Enable Detailed Error Messages in IIS| | + | ||5. [[Enable Detailed Error Messages in IIS|Detailed error messages in IIS]] |
||Enable detailed error messages for IIS. | ||Enable detailed error messages for IIS. | ||
|- | |- | ||
| − | ||[[Security_Hardening_in_QPR_UI|Hardening security | + | ||6. [[Security_Hardening_in_QPR_UI|Hardening security]] |
| − | ||Go through the instructions to hardening security | + | ||Go through the instructions to hardening the security for QPR UI. |
|- | |- | ||
| − | ||[[QPR Reporting Add-on#Installation|QPR Suite Reporting Add-on]] | + | ||7. [[QPR Reporting Add-on#Installation|QPR Suite Reporting Add-on]] |
||(For QPR Suite) If using QPR Suite as a datasource, it is recommended to install QPR Suite Reporting Add-on. To use the QPR Suite Reporting Add-on Expressions Language in QPR UI, you need to configure the [[QPR UI System Settings#Settings for QPR Product Locations|QPR_REPORTING_EXPRESSIONS_WEB_SERVICE_LOCATION]] setting in QPR UI configuration table. | ||(For QPR Suite) If using QPR Suite as a datasource, it is recommended to install QPR Suite Reporting Add-on. To use the QPR Suite Reporting Add-on Expressions Language in QPR UI, you need to configure the [[QPR UI System Settings#Settings for QPR Product Locations|QPR_REPORTING_EXPRESSIONS_WEB_SERVICE_LOCATION]] setting in QPR UI configuration table. | ||
|- | |- | ||
| − | ||[[Common QPR Authentication]] | + | ||8. [[Common QPR Authentication]] |
||(For QPR Suite) Configure the Common QPR Authentication, which enables to open QPR Suite portal from QPR UI and vice versa without a separate login. | ||(For QPR Suite) Configure the Common QPR Authentication, which enables to open QPR Suite portal from QPR UI and vice versa without a separate login. | ||
|- | |- | ||
||[[Federated Authentication in QPR UI|Federated authentication]] | ||[[Federated Authentication in QPR UI|Federated authentication]] | ||
| − | || | + | ||Configure the federated authentication for QPR UI, if there is a federated authentication identity provider (IdP) available in your organization, such as Active Directory Federation Services (ADFS). This enables to use your organization's centralized identity management system without managing user accounts separately in QPR products. Note that QPR UI is not directly compatible with the LDAP protocol. |
|- | |- | ||
| − | ||[[QPR UI System Settings| | + | ||9. [[QPR UI System Settings|System settings]] |
| − | || | + | ||You might need to change QPR UI system settings stored in QPR UI database. Note that database connection settings are in the [[GlassFish Configuration in QPR UI#Changing Database Connection Settings|GlassFish Administration Console]]. Also [[GlassFish Configuration in QPR UI#Changing GlassFish TCP Ports|GlassFish TCP ports]] are changed in GlassFish. |
|- | |- | ||
| − | ||[[QPR UI Deployment Packages]] | + | ||10. [[QPR UI Deployment Packages|QPR UI Deployment Packages]] |
| − | || | + | ||Install the QPR UI Deployment Packages for the products you are using. |
|} | |} | ||
[[Category: QPR UI]] | [[Category: QPR UI]] | ||
Revision as of 22:02, 3 December 2018
This step-by-step checklist for QPR UI installation and configuration contains all the needed steps for a complete QPR UI installation. These steps apply only for a new QPR UI installation. If you are upgrading an existing installation, see the upgrade instructions.
| Installation step | Description |
|---|---|
| 1. QPR UI system requirements | Check that your hardware and software infrastructure fulfills the QPR UI system requirements. |
| 2. SQL Server configuration | Make the needed configurations for the SQL Server where the QPR UI database will be located. SQL Server configuration must be done before running the QPR UI installer. |
| 3. QPR UI installer | Run the QPR UI installer. The installer download link can be found in the home page of this wiki. Settings in the wizard pages 6, 8, 9 and 10 can also be done after the installation, if the needed information is not available during the installation. (For advanced installation scenarios, you can alternatively use the silent installation procedure.) |
| 4. IIS as reverse proxy for QPR UI | Configure IIS to pass through QPR UI traffic. |
| 5. Detailed error messages in IIS | Enable detailed error messages for IIS. |
| 6. Hardening security | Go through the instructions to hardening the security for QPR UI. |
| 7. QPR Suite Reporting Add-on | (For QPR Suite) If using QPR Suite as a datasource, it is recommended to install QPR Suite Reporting Add-on. To use the QPR Suite Reporting Add-on Expressions Language in QPR UI, you need to configure the QPR_REPORTING_EXPRESSIONS_WEB_SERVICE_LOCATION setting in QPR UI configuration table. |
| 8. Common QPR Authentication | (For QPR Suite) Configure the Common QPR Authentication, which enables to open QPR Suite portal from QPR UI and vice versa without a separate login. |
| Federated authentication | Configure the federated authentication for QPR UI, if there is a federated authentication identity provider (IdP) available in your organization, such as Active Directory Federation Services (ADFS). This enables to use your organization's centralized identity management system without managing user accounts separately in QPR products. Note that QPR UI is not directly compatible with the LDAP protocol. |
| 9. System settings | You might need to change QPR UI system settings stored in QPR UI database. Note that database connection settings are in the GlassFish Administration Console. Also GlassFish TCP ports are changed in GlassFish. |
| 10. QPR UI Deployment Packages | Install the QPR UI Deployment Packages for the products you are using. |