Initial Installation Steps - Honeywell DOC4000 - 7.3 - Installation & Upgrade - Intergraph

Before you install DOC4000, use the Readiness Checklist to make sure your systems are equipped with the hardware and software required for running DOC4000. You should also understand how you will deploy DOC4000 in your environment.

DOC4000 is very flexible and can be deployed in many ways, depending on your network architecture, firewalls, and security policies. For more information about requirements and deployment options, see Completing the Readiness Checklist.

Actual system requirements are based on the number and types of assets included in the deployment.

The following steps allow you to plan for, install, and configure DOC4000 for the first time. These steps guide you through the remaining sections of this document.

1. Verify all computers meet (or exceed) the requirements as stated in the Readiness Checklist for the version of software being installed. For more information, see Readiness Checklist.

2. On each computer where you will install the DOC4000 Server or DOC4000 Data Collector, you can update the hosts file to include the IP address and host name for the SQL Server computer it will communicate with, if needed. For more information, see Adding the SQL Server Host Name and IP Address to the Hosts Files.

3. On each computer where you will install one or more DOC4000 components, open the ports used by those components. For more information, see Open Ports Required by DOC4000.

4. Use the Ping command and Telnet to test communication between the computers where you will install DOC4000 components. For more information, see Testing Communication between DOC4000 Computers.

5. If you want to ensure permissions are set as needed, create the folder where you will install DOC4000 on each computer and set the permissions on that folder. For more information, see Creating the DOC4000 Installation Folder.

6. If you are upgrading an existing DOC4000 database, check that the existing database compatibility is set above SQL Server 2000 to the highest compatibility possible. For more information, see Checking the Compatibility Level in SQL Server.

7. Verify that the DOC4000 Web servers have no underscores in the host name. If they do, rename the host. For more information, see http://support.microsoft.com/kb/909264.

8. Ensure that both the Application and Web Server Roles and the associated services/features are added on the DOC4000 Servers. For more information, see Configuring Windows Web Server Roles and Features for DOC4000.

9. On the SQL Server computer, use SQL Server Management Studio for the following tasks:

   1. Make sure the person running the DOC4000 installation program has at least the dbcreator server role where the DOC4000 database will be created. If using multiple databases, this person must have at least the setup_admin server role. For more information, see Configuring Roles and Permissions in SQL Server.

   2. Disable CLR strict security. For more information, see Updating SQL Server CLR Strict Security and Cost Threshold Settings.

   3. Allocate the appropriate amount of memory to SQL Server: 75% of memory for systems with 24GB of RAM and above, or 50% if system RAM is below 24GB. For more information, see Performance Issues - Checking SQL Server Memory.

10. Honeywell, Inc. recommends that you turn off the Windows User Account Control (UAC) feature.

11. Turn off the Windows Firewall (or alternatively, enable Notifications if the firewall blocks a program for all types of network, such as Public, Domain, or Work).

12. If you need to save control maps, check that Visio is installed. Open a Visio file (*.vsd) and verify the software product is present, licensed, and activated. For more information, see Issues with Report Generation for PDF or Visio.

13. Create a PAS folder in a root directory (for example, C:\ or D:\). Give permissions to the PAS folder and propagate to children (Network Service, IIS_IUSRS, Authenticated Users and any Application Accounts).

14. Enable FILESTREAM (requires SQL Server 2008 or later). For more information, see FILESTREAM Configuration Recommendations and Enabling FILESTREAM.

15. Install the Full-Text and Semantic Extractions for Search feature in SQL Server. This is an optional component of the SQL Server Database Engine. For more information, see Installing Full-Text Search for SQL Server.

16. Make sure that IIS X-frame options are set to allow. For more information, see Setting IIS X-Frame-Options to Allow.

17. Install Microsoft Excel 2010 or later on the web server if you want to run the hierarchical reports or if you use certain asset models.

    Some asset models, such as PAS Sensor Data Integrity or ABB Symphony Plus, require data imports from Excel files. See the individual asset model Implementation Guide to determine whether an individual model has this requirement to facilitate the transfer from Microsoft Excel, which may require Microsoft Access Database Engine (AccessDatabaseEngine.exe) on the data collector computers. The AccessDatabaseEngine.exe file is available in the following ways:

    • Additional Software link in the DOC4000 installation program

    • Installation folder after installing DOC4000

    • Available for download from https://www.microsoft.com/en-us/download/details.aspx?id=13255

18. Install DOC4000 on each computer where you need a component. For more information, see Installing DOC4000 for the First Time.

19. Set the Admin Utility to run as administrator. For more information, see Setting DOC4000 Admin Utility to Always Run as an Administrator.

20. Start the DOC4000 Admin Utility. For more information, see Using the DOC4000 Administration Utility.

21. Validate your product license. For more information, see Validating Your License.

22. Create the DOC4000 database. For more information, see Creating the Database.

23. If you are using multiple databases, create the additional databases. For more information, see Configuring Multiple Databases. For more information about importing source assets using multiple databases, see Importing Asset Models Using Multiple Databases.

24. Configure the virtual directory for the DOC4000 Web application. For more information, see Defining the Web Application (DOC4000 Web Interface).

25. On the SQL Server computer, use SQL Server Management Studio to make sure the DOC4000 service accounts have the required permissions. Then, assign the accounts to the DOC4000 services. Since the DOC4000AppPool for the DOC4000 web interface uses the Network Service account by default, make sure the NT Authority\Network Service account has the appropriate roles for the DOC4000 database. For more information, see Defining Your Service Accounts.

26. Import an asset model for one type of asset. DOC4000 provides many asset models. To make sure DOC4000 is correctly installed and configured, initially import one asset model and add an asset of that type. For more information, see Loading (Importing) an Asset Model.

27. Add one or more assets for the imported asset model. For more information, see Adding an Asset (Data Owner).

28. Run an import so you can view data for the added asset. You can select the Run Now option when scheduling an import to run the import immediately. For more information, see Scheduling Data Imports.

29. Create SQL Server Maintenance Jobs per Application. For more information, see Setting Up SQL Server Maintenance Jobs.

This initial installation and configuration ensures your database and user interfaces are connected and you can view data for the initial asset model. You should now import additional asset models, add your remaining assets, schedule imports, and review security for service accounts. You can also configure the asset explorer tree and perform other maintenance tasks. For more information about DOC4000 administration and additional configuration, see the DOC4000 Administration Guide.