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Updated on 3/22/2019
Self Service & Analyst Portal - Community
Running the Installation
Direct link to topic in this publication:

Contents of this Article

Beginning

Before we begin, please ensure you have followed all the prerequisites found in this series of articles:
Navigate to https://downloads.cireson.com on the SCSM Management Server (or the server you want to install the Portal on), find Cireson Portal for Service Manager and click Install. Make sure you download the appropriate version to match the SCSM version (2012 or 2016). If you are running SCSM 1806 you must use the 2016 version of the Cireson Portal.

For installing on a server without internet access, see the offline install guide

Upgrade Information

If you are upgrading from a previous version, you will find that many of these fields are already populated with information that you used from the previous installation. You may only need to provide passwords when performing an upgrade

Let's Get Started

Welcome Screen

  • Click Let’s get started!

Configuration - Component and Language Settings

  • Select Install All Components. Select the default Language and any Date / Time formats. You can choose which components to install if you are performing a secondary install (if you want to not install the Cachebuilder on a secondary server)
    • Here you can also select which Language settings you wish to use or install additional languages
  • Click Next.


Configuration Pt. 2 - Database, Website and Email Settings

  • Enter the Database, Website and Email settings as per the requirements.
    • Note: Password validation is done on this step so make sure the warning triangle has disappeared before continuing.
  • Click Next.


Summary of these settings:
ServiceManagement Database Server Name - If you are using Windows Authentication for SSO, the management server name must be localhost. If you are using Forms Authentication and the management server is also installed on the computer where you are installing the Cireson Portal web site then enter 'localhost'.
ServiceManagement Database Name - This is the database name for the Cireson Portal that you are installing. Typically, this database is named 'ServiceManagement. It MUST NOT be be given the same name as the Service Manager database.
Application Pool Identity - the account should be a local administrator and SCSM administrator. Example: CONTOSO\SCSM Portal AP
Application Pool Identity Password - Password for the Application Pool Identity. In some cases, the installer may not be able to verify the credentials provided and will show a warning. If you are certain that you have entered the correct credentials, you may proceed.
Application Title - this is the text that will be displayed in the header in the upper-left corner of the Portal. An example could be Contoso Self Service
Service Manager Management Server Name - If you are using Windows Authentication for SSO, the management server name must be localhost. If you are using Forms Authentication and the management server is also installed on the computer where you are installing the Cireson Portal web site, then enter 'localhost'.
Notification Template Prefix - this setting is used to filter out the list of notification templates which should be shown on the Send Email dialog in the Cireson Portal. Only those notification templates which have a display name that starts with the specified prefix value will be shown. Templates for the portal will be created in the future by Contoso matching this default naming convention prefix.
Return Email Address - this is the email address that will be set as the return email address of any email sent via the Cireson Portal.
SMTP Server Name - the name of the SMTP server to connect to when sending email.
SMTP Server Port - the port number to be used for SMTP.

Configuration Pt. 3 - Cache Builder Settings

  • Enter the Cachebuilder settings.
  • Click Next.


Summary of these settings:
Service Account - this is the account that the Cireson Cache Builder Windows service will run as. Enter the name in the format domain\username. A domain account must be used. The domain account must be a local admin and a dbo on the ServiceManager database.
Service Account Password - the password for the Service Account.
Analyst Group Name - the name of the Group in AD which contains all of the analysts. This group must be in the same domain as the Service Account user. Enter just the group name. It is not necessary to specify the domain name.
Knowledge Base Managers Group Name - the name of the Group in AD which contains all of the knowledge base managers. Same requirements as the Analysts group.
Asset Management Group Name - the name of the Group in AD which contains all of the asset managers. Same requirements as the Analysts group. The members of this group will see the out of the box asset management views and will be able to create new asset management objects on the New menu.
Service Manager Management Server Name - the name of the SCSM management server you want the cache builder to connect to. This should always be 'localhost' because the Cireson Cache Builder must always be installed on a server that also is hosting a System Center Service Manager management server.
SCSM Database Server Name - the name of the database server where the Service Manager database is. The Cache Builder connects directly to the ServiceManager database to get some data out.
SCSM Database Name - the name of the ServiceManager database.
(Advanced) Configuration Item Classes - a comma separated list of CI class names if you want to limit the classes of CI objects that are synced into the cache.

Configuration Pt. 4 - Cireson Analytics and Data Retention Settings

  • Enter the Analytics and Data Retention settings.
  • Click Next


Summary of these settings:
Service Account - this is the account that the Cireson Analytics (Platform Host) Windows service will run as. Enter the name in the format domain\username. A domain account must be used. The domain account must be a local admin and a dbo on the ServiceManager database.
Service Account Password - the password for the Service Account.
Analytics Database Server Name - the name of the server where Cireson Analytics should be installed to
Analytics Database Name - the name of the database where Cireson Analytics should be named
Select a date for First Data sync - select a date when you want to start populating your data
Run data sync every X minutes - enter the time between data syncs. You may encounter slowness during data syncs, so you may not want this to be too regular
Data Retention Settings - for each work item, select the amount of time you wish to retain work item data. Default is 10 years (3650 days)

License Agreement

  • Read through the full license agreement like you always do on an installer and click Install and get ready to love your life!


Completion

All going well you should see a Success! screen and a link to be able to visit your newly installed or upgraded Cireson Portal.


If you do see errors appearing, determine if you are able to resolve them yourself by modifying the service account or the logged in user permissions and re-run the installer.