Install the SRM Server - Windows

Click on a link below to go to a specific section of the software installation:

Install Requirements
The SRM Server software must be installed in the same computer in which the CommServe software resides. The SRM Server software must be installed before installing the SRM Agents.

A Microsoft SQL Server 2005 database instance (Enterprise Edition) with the appropriate service pack will be automatically installed while installing the software.

SRM Server cannot be installed on a computer with the Express version of the software, which uses the Microsoft SQL Desktop Engine (MSDE).

Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements - SRM Server and System Requirements - CommServe.

The following procedure describes the steps involved in installing the SRM Server and CommServe. If you choose to install additional components simultaneously, refer to the appropriate procedures for installation and system requirements, and steps specific to each component.

Review the following Install Requirements before installing the software:

General

  • Ensure that you have an available license for the SRM Server.

  • You have the appropriate Software Installation Disc.

  • If the SRM components communicate across firewall(s), ensure that the corresponding ports are allowed connections through the firewall(s). For more information, see Firewall Requirements.

  • Close all applications and disable any programs that run automatically, including antivirus, screen savers and system utilities. Some of the programs, including antivirus software, may be running as a service. Stop and disable such services before you begin. You can re-enable them after the installation.

  • Verify that you have the software installation disc that is appropriate to the destination computer’s operating system.

    Make sure that you have the latest software installation disc before you start to install the software. If you are not sure, contact your software provider.

Firewall

  • If the CommServe® Server, MediaAgent and/or Clients communicate across two-way firewall(s):
    • Ensure port 8400 is allowed connections through the firewall.
    • In addition a range of bi-directional ports (consecutive or discrete) must also be allowed connections through the firewall.

     For information on configuring the range of ports, see Port Requirements for Two-way Firewall.

  • If the CommServe Server, MediaAgent and/or Clients communicate across one-way firewall(s):
    • Identify a range of outbound ports (consecutive or discrete) for use by the software.

     For information on configuring the range of ports, see Port Requirements for One-way Firewall.

SQL Server Reporting Services for SRM Server on Windows 2008

To successfully install the Reporting Services on a Windows 2008 computer:

  1. Ensure IIS settings are correct:
  2. Verify User  Access Control (UAC) settings. See User Access Control in Windows 2008 and Viewing SRM Reports.

Install Checklist
Collect the following information before installing the software. Use the space provided to record the information, and retain this information in your Disaster Recovery binder.
1. SQL Server System Administrator Password:_______________________________________________

See Set Up the Microsoft SQL Server Instance for more information.
2. Install folder location for SRM software:____________________________________________

See Select Components for Installation for more information.
3. Install folder location for SRM SQL database files:_____________________________________

See Installation Location for more information.

Before You Begin
  • Log on to the client as local Administrator or as a member of the Administrators group on that computer.

Install Procedure

Getting Started
1. Place the software installation disc for the Windows platform into the disc drive.

After a few seconds, the installation program is launched.

If the installation program does not launch automatically:

  • Click the Start button on the Windows task bar, and then click Run.
  • Browse to the installation disc drive, select Setup.exe, click Open, then click OK.

NOTES

  • If you are installing on a x64 version of Windows 2008 Server Core R2, go to the AMD64 folder and run Setup.exe.
  
2. In this screen, you choose the language you want to use during installation. Click the down arrow, select the desired language from the pull-down list, and click Next to continue.  
3. Select the option to install software.

NOTES

  
4. Select the option to install software on this computer.

NOTES

  • The options that appear on this screen depend on the computer in which the software is being installed.
  
5. Read the Welcome screen.

Click Next to continue, if no other applications are running.

  
6. Read the virus scanning software warning.

Click OK to continue, if virus scanning software is disabled.

  
7. Read the license agreement, then select I accept the terms in the license agreement.

Click Next to continue.

 

Select Components for Installation
8. Select the component(s) to install.

NOTES

  • Your screen may look different from the example shown.
  • Components that either have already been installed, or which cannot be installed, will be dimmed. Hover over the component for additional details.
  • The Special Registry Keys In Use field will be enabled when GalaxyInstallerFlags registry keys have been enabled on this computer. Hover over the field to see which keys have been set, as well as their values. For more information, see Registry Keys.

Click Next to continue.

To install the SRM Server Expand Common Technology Engine and then expand CommServe Modules then select the following:

  • SRM Server

The CommServe will be selected by default.

Set Up Microsoft SQL Server Instance
9. Specify the SQL Server System Administrator password.

NOTES

  • This is the password for the administrator's account created by SQL during the installation.

Click Next to continue.
10. Click YES to install Microsoft .NET Framework package.

NOTES

  • Follow the on-screen prompts for installing the Microsoft .NET Framework package.
  • If you are prompted to install the Service Pack for the Microsoft .NET Framework, click Yes.
  • This prompt is displayed only when Microsoft .NET Framework is not installed.
  • Once the Microsoft .NET Framework is installed, the software automatically installs the Microsoft Visual J# 2.0 package.
11. Enter the Installation Path for the Database Engine.

NOTES

  • This is the location where you want to setup the Microsoft SQL Server System databases.
  • If you plan to perform VSS enabled backups on the CommServe computer, it is recommended that the CommServe database is not installed on the system drive. VSS restores could cause system state restore issues.

Click Browse to change directories.

Click Next to continue.

The install program installs the database instance.
12. Enter the MSSQL Server Installation Path.

NOTES

  • This is the location where you want to install Microsoft SQL Server.

Click Browse to change directories.

Click Next to continue.

This step may take several minutes to complete.
13. Specify the location where you want to install the software.

NOTES

  • Do not install the software to a mapped network drive.
  • Do not use the following characters when specifying the destination path:
     / : * ? " < > |
    It is recommended that you use alphanumeric characters only.
  • If you intend to install other components on this computer, the selected installation directory will be automatically used for that software as well.
  • If a component has already been installed, this screen may not be displayed if the installer can use the same install location as previously used.

  • If you intend to use the SnapProtect™  feature for Windows File System iDataAgent, the agent should be installed on a non-system drive and not a filer volume.

Click Browse to change directories.

Click Next to continue.

Firewall Configuration
14. Select from the following:
  • If this Client communicates with the CommServe Server and/or MediaAgent across a firewall, select Yes, configure firewall services, and then click Next to continue. Proceed to the next Step.
  • If firewall configuration is not required, click No, do not configure firewall services and then click Next to continue. Proceed to the next section.

NOTES

  • Operating systems, such as Windows 2008 and Windows Vista, may have more than one profile present. When you select No to configure firewall services, verify that firewall settings are not enabled in the profile(s).
  • If the system detects firewall settings are present in the profile(s), you must select from the following:
    • Disable firewall for ALL profiles: Employ caution when choosing this option; firewall settings will be disabled in all profiles. This requires a system reboot; installation automatically resumes after reboot.
    • No, Firewall is not enabled: Select this option if your firewall settings allow communication with the CommServe computer.
      Click Back to configure firewall services.
15. Click the Specify list of machine across the firewall option and then specify the list of hosts separated from this computer by a firewall. Make sure you correctly describe whether the firewall allows two-way communication (but on a limited range of ports), or one-way communication (with either only remote host being able to make connections to this computer, or vice versa).

For all one-way firewalls allowing incoming connections and those one-way firewalls allowing outgoing connections without additional port filtering, skip this step.

Click Next to continue.

NOTES

  • Consider the following:
    • On the CommServe Server, this list should include all the MediaAgents and Clients that are on the other side of the firewall.
    • On the MediaAgents/Clients this should include the CommServe computer, and any other Clients/MediaAgents on the other side of the firewall with which communications will be established.
  • For each machine on the other side of the firewall that you want to configure, choose the type of firewall configuration based on the firewall setup in your environment. Choose from the following options:
    • Click on 2-way firewall if you can open certain ports as bi-directional ports.
    • Click 1-way firewall; host is reachable from this machine on the machine that is on the secure side of the firewall.
    • Click 1-way firewall; host is NOT reachable from this machine on the machine that is on the public / DMZ side of the firewall.
  • If you wish to communicate with computers in a clustered environment, ensure that you add the Host Name/IP Address of all physical nodes in the cluster (even if no CommCell components are installed) and all the virtual nodes in which CommCell components are installed.
  • Type the host name or the IP address and the GxCVD port number of the host name, and click Add to place it in the Host Name/IP Address List.
16. Click the Specify list of restricted open ports option and then specify the port range. Add the starting and ending port range and then click Add to place it in the Open Port List. Repeat as needed.

If firewall separating this computer from others allows incoming connections, but these connections can be made only on a limited set of ports, then configure the appropriate port range here. For all other scenarios, skip this step.

Note that if you do not specify hostname(s) as well as port number(s), then the firewall services will not be configured.

NOTES

  • Typically in a two-way firewall, the open ports must be indicated for all computers. In a one-way firewall, the ports must be specified on computers in the open side, if they are open in a restricted way. Note that the port ranges are not required for computers that are fully closed in the one-way firewall. For example, laptops which are configured as clients in the Workstation Backup Agent.
  • In a clustered environment, make sure the firewall ports specified here are open for communication on all the physical nodes as well as the virtual nodes.

Click Next to continue.
17. If desired, modify the Keep Alive interval.

Click Next to continue.
18. Optionally, select Advanced Firewall Configuration and specify a local host name interface to use for outgoing tunnel connections through the firewall. Otherwise, the interface and port is automatically selected for you by the OS.

Click Next to continue.
19. If desired, modify the Tunnel Initialization interval.

Click Next to continue.

If any of the above prompts for firewall configuration is not displayed, you must configure communication across firewall(s) using the Firewall Configuration Wizard before running any operations on this computer. (See Configure or Modify Firewall Settings on Windows Computers for step-by-step instructions on using the Firewall Configuration Wizard.)
20. Specify the location of the CommServe database.

NOTES

  • Do not specify a mapped network drive.
  • You can either accept the default or select a different location on a local disk drive.  However, you must ensure that the drive has at least 1GB of free space.
  • The directory file path selected should not be located on a FAT drive. A FAT drive cannot be supported as the location for this database because it does not allow a temporary sparse file to be generated when creating the database snapshot, which is required for data verification.
  • If the default metadata database directory is low in disk space, provide a path that is not associated with another application.

Click Browse to change directories.

Click Next to continue.
21. Enter the CommServe Client Name and the CommServe Host Name.

NOTES

  • The CommServe client name is the name of the computer.  This field is automatically populated.
  • The CommServe host name is the TCP/IP network interface name of the CommServe computer.  This field is automatically populated.
  • Do not use the following characters in the CommServe client name or the CommServe host name:
    \|`~!@#$%^&*()+=<>/?,[]{}:;'"

Click Next to continue.
22. Select the Create a New Database option and click Next to continue.

NOTES

  • This screen may look different from the example shown.
23. Enter the network or local path where Disaster Recovery Backup files should be stored.

NOTES

  • For cluster, specify a shared drive.
  • If you selected Use Network Path, you must enter the Network share username and the Network share password.
    • The Network share username is the domain\username of the user that has administrative rights to the Disaster Recovery Backup destination path.
    • The Network share password is the password of the network share username.

Click Next to continue.

Set User Names and Passwords
24. Enter the CommCell Username and CommCell Password.

NOTES

  • The CommCell username and password will be used by the Administrator user to log on to the CommCell Console.  This user is automatically created during installation and, by default, has the necessary capabilities to perform all functions. Additional CommCell users with the same or less security rights can be created after the installation of the software.

Click Next to continue.
25. Enter and confirm the Media Password.

NOTES

  • This password is used to protect unauthorized data access from media used by the system.
  • If you choose to password protect your media, it is essential that you record this password. In certain disaster recovery scenarios, it may be necessary to read your backup data directly from the backup media (using Media Explorer, for example). This password will be required to directly access the media.

Click Next to continue.
26. Specify the following and click Next to continue:
  • Type the location of the client's job results directory, or click Browse.

NOTES

  • The Agent uses the job results directory to store the client's backup and restore job results.
27. Specify the Virtual Directories on which the report server is accessible.

Click Next to continue.

NOTES

  • This screen will only appear if the Virtual Directories are not created on this computer. If the virtual directories do not exist, manually create the virtual directories by configuring reporting services tool. See Configure SQL Server Reporting Services for step-by-step instructions. Resume the installation once the reporting services are configured.
  • If the Virtual Directories are already created, this screen may not be displayed. Skip to next step.

Download and Install Latest Packs
28. Select Download Pack(s) and Install to download and install the latest service packs and post packs from the software provider.

NOTES

  • Internet connectivity is required to download updates.
  • This step is applicable when installing on the first instance.
  • Updates are downloaded to the following directory: 
    <software installation>/Base/Temp/DownloadedPacks    .
    They are launched silently and installed automatically for the first instance.

Click Next to continue.
29. Verify the summary of selected options.

NOTES

  • The Summary on your screen should reflect the components you selected for install, and may look different from the example shown.

Click Next to continue or Back to change any of the options.

The install program now starts copying the software to the computer. This step may take several minutes to complete.
30. The System Reboot message may be displayed. If so, select one of the following:
  • Skip Reboot
    This option will be displayed if the install program finds any files belonging to other applications, that need to be replaced. As these files are not critical for this installation, you may skip the reboot and continue the installation and reboot the computer at a later time.
  • Reboot Now
    If this option is displayed without the Skip Reboot option, the install program has found files required by the software that are in use and need to be replaced. If Reboot Now is displayed without the Skip Reboot option, reboot the computer at this point. The install program will automatically continue after the reboot.
  • Exit Setup
    If you want to exit the install program, click Exit Setup.

Report Server Credentials
31. Specify the credentials for the report server service to connect to SQL Server.

Click Next to continue.

Installation Location
32. Enter the location where you want to install the SRM SQL database files.

Click Browse to change directories.

Click Next to continue.

NOTES

  • This is the location for SRM’s primary repository, which can be large, if many clients are installed. We recommend a minimum of 1 GB of free disk space for a new installation.
  • Do not install the software to a mapped network drive.
  • Do not use the following characters when specifying the SRM destination path:
    / : * ? " < > | ! ; @ ^ ]
    It is recommended that you use alphanumeric characters only.

Schedule Automatic Update
33. If necessary, select this option to schedule automatic FTP downloading of software updates.

NOTES

  • Automatic Updates Schedule allows automatic downloading of software updates on a single or weekly basis.
  • If you do not select this option, you can schedule these updates later from the CommCell Console.

Click Next to continue.
34. If necessary, specify the path where the update files from the FTP site should be stored.

NOTES

  • This prompt will only be displayed if the Schedule FTP Download of Automatic Updates option was enabled. 

Click Next to continue.

Setup Complete
35. If necessary, select this option to schedule an automatic installation of software updates.

NOTES

  • Install Updates Schedule allows automatic installation of the necessary software updates on the computer on a single or weekly basis. If you do not select this option, you can schedule these updates later from the CommCell Console.
  • To avoid conflict, do not schedule the automatic installation of software updates to occur at the same time as the automatic FTP downloading of software updates.
  • You may be prompted to reboot the computer before restarting services.

  • If a component has already been installed, this screen will not be displayed; instead, the installer will use the same option as previously specified.

Click Next to continue.
36. Click Next to continue.

NOTES

  • Schedules help ensure that the data protection operations for the Agent are automatically performed on a regular basis without user intervention. For more information, see Scheduling.
37. Setup displays the successfully installed components.

NOTES

  • The Setup Complete message displayed on your screen will reflect the components you installed, and may look different from the example shown.
  • If you install an Agent with the CommCell Console open, you need to refresh the CommCell Console (F5) to see the new Agents.
  • If Reboot Now button is displayed make sure to reboot the computer before performing any other operations from the computer.

Click Finish to close the install program.

The installation is now complete.

Post-Install Considerations

General

  • Install post-release updates or Service Packs that may have been released after the release of the software. Alternatively, you can enable Automatic Updates for quick and easy installation of updates in the CommCell® console.

Database Engine

Microsoft SQL Server 2005 Enterprise Edition (with Service Pack 2) will be automatically installed while installing the software. Later versions of the Service Pack, if available, are also supported.(* See Disclaimer below.)

If necessary, download and install the latest version of the Microsoft SQL Server service pack and/or post-release updates after an install or upgrade.

Server Specific

  • Verify and ensure that the latest hot fixes for SQL Reporting Services are installed in the computer. (If necessary, Automatic Updates for Windows can be run to diagnose and install the necessary hot fixes for SQL Reporting Services.)
  • Due to the way Reporting Services stores files, it is not recommended to add a Default SQL instance to a SRM Server after installing SRM. Doing so may corrupt the SRM installation forcing you to rebuild the SRM Server.

DISCLAIMER

Minor revisions and/or service packs that are released by application and operating system vendors may, in some cases, affect the working of our software. Although we may list such revisions and/or service packs as “supported” in our System Requirements, changes to the behavior of our software resulting from an application or operating system revision/service pack may be beyond our control. However, we will make every effort to correct such disruption as quickly as possible. When in doubt, please contact your software provider to ensure support for a specific application or operating system.

Additional considerations regarding minimum requirements and End of Life policies from application and operating system vendors are also applicable.