Difference between revisions of "QPR UI Installation Checklist"

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This '''QPR UI Installation Checklist''' contains all the steps needed 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|upgrage instructions]].
 
This '''QPR UI Installation Checklist''' contains all the steps needed 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|upgrage instructions]].
  
# First of all, check that your hardware and software infrastructure fulfills the [[QPR UI System Requirements|system requirements]] for QPR UI.
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# Check that your hardware and software infrastructure fulfills the [[QPR UI System Requirements|system requirements]] for QPR UI.
# Set the needed [[SQL Server Configuration in QPR UI|configurations for SQL Server]] containing QPR UI database. SQL Server configuration must be done before running the QPR UI installer.
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# Make the needed [[SQL Server Configuration in QPR UI|configurations for SQL Server]] containing QPR UI database. SQL Server configuration must be done before running the QPR UI installer.
# Check the [[Installing QPR UI#Before running installation wizard|Before running installation wizard]] and [[Installing QPR UI#Enabling Descriptive Error Messages for QPR Suite Web Service|Enabling Descriptive Error Messages for QPR Suite Web Service]] sections.
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# Make configurations in the [[Installing QPR UI#Before running installation wizard|Before running installation wizard]] and [[Installing QPR UI#Enabling Descriptive Error Messages for QPR Suite Web Service|Enabling Descriptive Error Messages for QPR Suite Web Service]] sections.
# Run the [[Installing QPR UI|QPR UI installer]]. Note that the settings in the wizard pages 8-10 are not mandatory at this point. (For advanced scenarios, you can alternatively use the [[Silent Installation in QPR UI|silent installation]].)
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# Run the [[Installing QPR UI|QPR UI installer]]. Settings in the wizard pages 6, 8, 9 and 10 can also be set after the installation, if needed information is not available during the installation. (For advanced scenarios, you can alternatively use the [[Silent Installation in QPR UI|silent installation]].)
 
# Configure [[Routing Through IIS in QPR UI|IIS to pass through QPR UI traffic]]. This enables to use standard ports 80 or 443 for QPR UI that are usually reserved by IIS.
 
# Configure [[Routing Through IIS in QPR UI|IIS to pass through QPR UI traffic]]. This enables to use standard ports 80 or 443 for QPR UI that are usually reserved by IIS.
# Optional: You can configure [[Common QPR Authentication]], which enables to open QPR Suite portal from QPR UI and vice versa without a separate login.
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# (Optional step) You can configure [[Common QPR Authentication]], which enables to open QPR Suite portal from QPR UI and vice versa without a separate login.
# Optional: You can configure [[Federated Authentication in QPR UI|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 user management system without managing user accounts separately in QPR products. Note that QPR UI is not compatible with the LDAP protocol.
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# (Optional step) You can configure [[Federated Authentication in QPR UI|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 user management system without managing user accounts separately in QPR products. Note that QPR UI is not compatible with the LDAP protocol.
# Optional: If you need to change QPR UI system settings after the installation, you can find all settings [[QPR UI System Settings|here]]. Note that some settings are in [[Glassfish Configuration in QPR UI|GlassFish]], such as database settings and GlassFish ports.
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# (Optional step) If you need to change QPR UI system settings after the installation, you can find all settings [[QPR UI System Settings|here]]. Note that some settings are in [[Glassfish Configuration in QPR UI|GlassFish]], such as database settings and GlassFish ports.
 
# QPR UI installation is now ready! You can start QPR UI, and go through the [[Creating a New QPR UI View|tutorial]] how to create views and dashboards.
 
# QPR UI installation is now ready! You can start QPR UI, and go through the [[Creating a New QPR UI View|tutorial]] how to create views and dashboards.
 
[[Category: QPR UI]]
 
[[Category: QPR UI]]

Revision as of 18:14, 17 December 2017

This QPR UI Installation Checklist contains all the steps needed 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 upgrage instructions.

  1. Check that your hardware and software infrastructure fulfills the system requirements for QPR UI.
  2. Make the needed configurations for SQL Server containing QPR UI database. SQL Server configuration must be done before running the QPR UI installer.
  3. Make configurations in the Before running installation wizard and Enabling Descriptive Error Messages for QPR Suite Web Service sections.
  4. Run the QPR UI installer. Settings in the wizard pages 6, 8, 9 and 10 can also be set after the installation, if needed information is not available during the installation. (For advanced scenarios, you can alternatively use the silent installation.)
  5. Configure IIS to pass through QPR UI traffic. This enables to use standard ports 80 or 443 for QPR UI that are usually reserved by IIS.
  6. (Optional step) You can configure Common QPR Authentication, which enables to open QPR Suite portal from QPR UI and vice versa without a separate login.
  7. (Optional step) You can configure 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 user management system without managing user accounts separately in QPR products. Note that QPR UI is not compatible with the LDAP protocol.
  8. (Optional step) If you need to change QPR UI system settings after the installation, you can find all settings here. Note that some settings are in GlassFish, such as database settings and GlassFish ports.
  9. QPR UI installation is now ready! You can start QPR UI, and go through the tutorial how to create views and dashboards.