MEGA Anywhere/MEGA Advisor 2009 SP5 Installation Guide

MEGA Anywhere/MEGA Advisor 2009 SP5 Installation Guide

Revised: August 1, 2012

Created: February 28, 2011

Author: Sylvie CHABE


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CONTENTS

Contents ............................................................................................................. 2

Preliminary Steps ............................................................................................... 3

Operating System............................................................................................... 3

Windows User for MEGA ...................................................................................... 6

MEGA Setup ...................................................................................................... 12

Completing Installation .................................................................................... 16

Define “windows user for MEGA” files Access Rights ............................................... 16

Specific steps for Windows Server 2003 ............................................................... 19

Specific steps for Windows Server 2008 ............................................................... 22

Generate MEGA Advisor Roles (MEGA Advisor specific) ........................................... 25

Advisor 2012 specific ......................................................................................... 28

Configuration for scalability ................................................................................ 31

Testing the Installation .................................................................................... 34

Testing MEGA Anywhere ..................................................................................... 34

Testing MEGA Advisor ........................................................................................ 44

Testing MEGA Web Editor ................................................................................... 49

Troubleshooting ............................................................................................... 53

Restarting Internet Information Services .............................................................. 53

Referencing a New Environment .......................................................................... 54

Disabling Data Execution Prevention .................................................................... 54

Loosening Internet Explorer Security Settings ....................................................... 55

Summary

This document describes all the steps required to install either MEGA Anywhere, or MEGA Advisor or both. Each chapter describes the common steps, the steps specific to MEGA Advisor, the steps specific to MEGA Anywhere.


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PRELIMINARY STEPS

Operating System MEGA Anywhere and MEGA Advisor can be installed on the following systems:

• Windows Server 2003 • Windows Server 2008

To know the exact versions supported for these systems, please refer to the documents:

• MEGA Advisor Architecture Overview MEGA 2009 SP5 • MEGA Anywhere Architecture Overview MEGA 2009 SP5

In order to install those Web Applications, you must open a Windows session with a domain user that has administrator rights on the server machine.

Windows Server 2003 Verify that the “Application server (IIS)” and “File Server” roles are properly installed. This can be done in the “Configure Your Server Wizard” dialog box in the “Administrative Tools”.


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Enabling ASP .Net

Open “Internet Information Services (IIS) Manager” from the “Administrative Tools” and browse to the “Web Service Extensions” node.

If “ASP.Net” appears in the extension list and is not allowed, select the service and click on the “Allow” button.

If it is not listed, open the “Command Prompt” and type:

For 64 bits version: cd C:\Windows\Microsoft.NET\Framework64\v2.0.50727 aspnet_regiis -i -enable For 32 bits version: cd C:\Windows\Microsoft.NET\Framework\v2.0.50727 aspnet_regiis -i -enable

Upon completion, the command should display “Finished installing ASP.NET”. Check that ASP.NET is correctly listed and allowed in the “Internet Information Service (IIS) Manager”.

Windows Server 2008 Verify that the “Web server (IIS)”and “File Services” roles are properly installed. This can be done in the “Server Manager” dialog box of the “Administrative Tools”.


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In addition, the “Role Services” ASP.Net and its dependencies must be installed for the “Web Server (IIS)” role. This can be checked and added through the “Roles” node.


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Windows User for MEGA When installing MEGA Advisor and MEGA Anywhere, a user is required to manage process authentication. It is recommended not to execute the Web Application processes with an administrator user. You will therefore need a second domain user.

This user will be used as an impersonate user in both web applications. All the actions carried out in MEGA Advisor or MEGA Anywhere will be done under the identity of this windows user.

Define Group permissions This user must belong to specific windows groups:

• He must belong to the “Distributed COM Users” group of the server. To add the user to this group, use the “Computer Management” dialog box of the “Administrative Tools”. Browse to the “Groups” node. Right-click “Distributed COM Users” and select “Add to Group…”


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According to the operating system, this user must belong to specific IIS groups

Windows Server 2003

• The user must also belong to the IIS_WPG group of the server.


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Windows Server 2008

• The user must also belong to the IIS_IUSRS group of the server.


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Define MUST Licence Access

He must be registered in the MUST license tool, have the rights to read and write data in the MUST license folder and to share data. For more details, see the “Must License Installation Guide MEGA 2009 SP5 EN.pdf” technical article located in the Documentation folder of your MEGA installation.

Define COM Access rights

He must be able to launch COM applications by default. To assign this right, proceed from the “Component Services” dialog box of the “Administrative Tools”. Expand the “Component Services” node, then Computers.


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Right-click “My Computer” and choose “Properties”.

Select the “COM Security” tab and click “Edit Default…” on “Launch and Activation Permissions” group. Add the user and give him “Local Launch” and “Local Activation” rights.


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MEGA SETUP

To install MEGA:

1. Launch the Setup program.

2. Select Server Installation.

3. If you want to install MEGA Advisor, click MEGA Advisor (IIS). You have 2 choices:

- Recommended mode: This feature and all sub features will be installed on local hard drive: this means that files are copied on the disk in the IIS folder under “Advisor” folder. The web application is installed under the “Default web site” in IIS with a dedicated “Advisor” application. This enables to have a web application ready to use.

- Export Mode: This feature will be installed on local hard drive: this means that only files are copied on the disk in the IIS folder under “Advisor” folder. No parameterization is made in IIS. The purpose is to let the IT Administrator parameterize the web application on his own as he does for the other web applications. The IT Administrator is in charge of creating the web site and the application in IIS.


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4. If you want to install MEGA Anywhere, click MEGA Anywhere (IIS). You have 2 choices:

- Recommended mode: This feature and all sub features will be installed on local hard drive: this means that files are copied on the disk in the IIS folder under “MEGA” folder. The web application is installed under the “Default web site” in IIS with a dedicated “MEGA” application. This enables to have a web application ready to use.

- Export Mode: This feature will be installed on local hard drive: this means that only files are copied on the disk in the IIS folder under “MEGA” folder. No parameterization is made in IIS. The purpose is to let the IT Administrator parameterize the web application on his own as he does for the other web applications. The IT Administrator is in charge of creating the web site and the application in IIS.


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5. Make sure the demonstration environment is installed, to carry out the first tests after the installation.

6. On the next screen, enter the login and password of the “windows user for MEGA” you parameterized Above (in our sample: Advisor).


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7. Finish the installation.


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COMPLETING INSTALLATION

Define “windows user for MEGA” files Access Rights

Go to the installation folder of MEGA (c:\Program Files (x86)\MEGA on 64 bits systems, c:\Program Files\MEGA on 32 bits systems) and give full access rights to the “windows user for MEGA”.

As far as Anywhere is concerned, go to the installation folder of MEGA Anywhere (by default at C:\Inetpub\wwwroot\MEGA) and give full access rights to the “windows user for MEGA”.


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As far as Advisor is concerned, go to the installation folder of MEGA Advisor (by default at C:\Inetpub\wwwroot\Advisor) and give full access rights to the “windows user for MEGA”.


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Go to the environments folders to be reached through MEGA Anywhere and MEGA Advisor and give full access rights to the “windows user for MEGA”. On Windows Server 2003, demonstration environments are in sub-directories of the installation folder. On Windows Server 2008, they are in C:\Users\Public\Documents.

Go to the Temporary folder used for Web Access. Usually, it is at C:\Windows\Temp. Give full access rights to the “windows user for MEGA”.

Make sure your user is correctly configured for the MUST license (for more details see the “Must License Installation Guide MEGA 2009 SP5 EN” technical article located in the Documentation\Articles folder of your MEGA 2009 SP5 installation).

As a first test, run Mega Desktop application as the “windows user for MEGA”. To do so, go into the Mega installation folder.

On Windows Server 2003, right-click Mega.exe and select “Run As...”.

On Windows Server 2008, hold down the “Shift” button, right-click Mega.exe and select “Run as different user”. You must be able to launch MEGA.


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Specific steps for Windows Server 2003

Setting Web applications virtual directory parameters 1. In the “Internet Information Services (IIS) Manager”, expand “Web Sites” then “Default

Web Site”.

2. Right-click :

o MEGA for MEGA Anywhere and select Properties.

o Advisor for MEGA Advisor and select Properties.

3. Click the HTTP Headers tab.

4. Select:

• Enable content expiration and

• Expire immediately.


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If a dialog box appears when closing the MEGA Properties dialog box, simply click OK.

MEGA Anywhere

1. In the “Internet Information Services (IIS) Manager”, expand “MEGA”, then expand script.

2. Right-click dojo-release-x.x.x and select Properties.


4. Enable content expiration after 31 days.


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5. Repeat this step on the ext-x.x.x folder.

MEGA Advisor

1. In the “Internet Information Services (IIS) Manager”, expand Advisor.

2. Right-click dojo and select Properties.




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5. Repeat this step on the extjs folder.

Specific steps for Windows Server 2008

Setting Web Applications virtual directory parameters

1. In the “Internet Information Services (IIS) Manager”, expand Web Sites then Default Web Site.

2. Select:

o “MEGA” for MEGA Anywhere

o “Advisor” for MEGA Advisor

3. Click the HTTP Response functionality.

4. Click Set Common Headers on the right panel:


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MEGA Anywhere

1. In the “Internet Information Services (IIS) Manager”, expand MEGA, then expand script.

2. Select dojo-release-x.x.x and choose “HTTP Response”.

3. Click Set Common Headers on the right panel.



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5. Repeat this step on the ext-x.x.x folder.

MEGA Advisor

1. In the “Internet Information Services (IIS) Manager”, expand “Advisor”, then expand script.

2. Select dojo and choose “HTTP Response”.

3. Click Set Common Headers on the right panel.


5. Repeat this step on the extjs folder.


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Generate MEGA Advisor Roles (MEGA Advisor specific)

To generate the different MEGA Advisor roles:

1. Launch the MEGA Administration tool.

2. Open the environment you want to be accessible from MEGA Advisor.

3. Right-click User Accounts and select Manage.

4. Click Manage Users tab.

5. Select the MEGA User “User” for example (if the confidentiality has been implemented, the chosen user must have the standard confidentiality level in order the advisor roles to be accessed by any web users), right-click and select Properties.

6. Click Advisor Roles tab.

7. In Default MEGA User Role, select the default MEGA User role for the user “User” (Ex.: Standard).

8. (MEGA Advisor Enterprise Edition only) Click the Connect icon and connect the roles you want the concerned user (Ex.: “User”) to have access to. By default the user connects to MEGA Advisor with the Default MEGA User Role.

Note: with Advisor Professional Edition, only the Default MEGA User Role is available, i.e. there is no other MEGA user roles available.


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9. Quit MEGA Administration tool.

10. Open MEGA with the MEGA User “User” in the Environment and repository you are interested in.

11. Go to the Utilities tab and expand the Web Site Templates folder.

12. Right-click the MEGA Advisor folder and select MEGA Advisor web sites generator. This will generate the web sites needed for MEGA Advisor to work.


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13. Go to Documentation tab.

The available web sites are displayed under the web sites folder.

All Advisor Web sites are generated for MEGA Advisor Enterprise Edition.

One Advisor Web site is generated for MEGA Advisor Professional Edition.

14. Quit MEGA by dispatching.


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Advisor 2012 specific

Generate Advisor 2012 roles To use Advisor 2012, you must connect at least the MEGA user “Guest”, and another MEGA user you want to be able to connect to Advisor 2012, to Advisor 2012 role: Standard 2012.

1. Launch the MEGA Administration tool.

2. Open the environment you want to be accessible from MEGA Advisor.

3. Right-click User Accounts and select Manage.

4. Click Manage Users tab.

5. Select the MEGA User “Guest”, right-click and select Properties.

6. Click Advisor Roles tab.

7. Click Connect and connect the Standard 2012 role.

8. In Default MEGA User Role field, select Standard 2012.

9. Repeat Step 5 to Step 8, with another MEGA user (ex.: “User”).

10. Quit MEGA Administration tool.

11. Open MEGA with the MEGA User “User” in the Environment and repository you are interested in.


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12. Go to the Utilities tab and expand the Web Site Templates folder.

13. Right-click the MEGA Advisor folder and select MEGA Advisor web sites generator. This will generate the web sites needed for Advisor 2012 to work.

15. Go to Documentation tab.

The available web sites are displayed under the web sites folder.

All Advisor Web sites are generated for MEGA Advisor Enterprise Edition.

One Advisor Web site is generated for MEGA Advisor Professional Edition.


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16. Quit MEGA by dispatching.

Context Files The context file genctx.xml does not suit for Advisor 2012.

When using Advisor 2012:

1. Navigate to C:\Inetpub\wwwroot\Advisor\App_Code\settings.cs

2. Change:

public string settings_ContextFile = "genctx.xml"; // to compute

by

public string settings_ContextFile = "genctxR7.xml"; // to compute


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Configuration for scalability

When an Advisor or Anywhere installation is destined to be used by more than 10 Advisor profiles or more than 30 Anywhere users simultaneously, specific configurations need to be made.

IIS Application Settings

The Web.Config files of the Advisor and Anywhere installations need to take into account the maximum number of simultaneous users.

This can be done in two ways:

- By editing the Web.Config files directly (installed by default in C:/inetpub/wwwroot/Advisor/ and C:/inetpub/wwwroot/Mega/)

- By using the “Application Settings” configuration tool of the IIS Manager:

o In Windows Server 2003:

Right-click on the Advisor or Mega (for Anywhere) web site

Chose Properties

In the ASP.NET tab, click “Edit Configuration…”

o In Windows Server 2008 and 2008 R2:

Left-click on the Advisor or Mega (for Anywhere) web site


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Double-click on “Application Settings” in the center panel

The two settings of interest for scalability are:

- MaxMegaSessionCount: within the limits of the server’s capabilities, this should be equal to at least:

o the number of simultaneous profiles for Advisor

o the number of simultaneous users for Anywhere

- MultiThreadLimit: within the limits of the server’s capabilities, for Advisor, this should be equal to at least the maximum number of simultaneous users in any Advisor profile.

Desktop heap configuration

When running a significant number of Advisor profiles or Anywhere users simultaneously on the same server, the Windows session of the impersonation user might start running out of desktop heap. This will create execution errors.

This is especially true if the impersonation user has a non-interactive session, as the default desktop heap in this case is very low.

This modification needs to be made in the Windows Registry. Look for the “Windows” value in HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Session Manager\SubSystems. There's a long string for this value that will look similar to this: %SystemRoot%system32csrss.exe ObjectDirectory=Windows SharedSection=1024,3072,512 Windows …


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It is the SharedSection part that might need to be modified. The three values are, in order: the shared heap, the interactive desktop heap, and the non-interactive desktop heap. They are expressed in KB. Default values vary significantly between Windows versions. You will need to modify the interactive desktop heap or the non-interactive desktop heap depending of the type of session of your impersonation user.

Be careful of not using excessive values, as this could stop you from logging into your server. It is therefore recommended to change this value using small increments.

Experience has shown that, on a Windows 2008 R2 64bit server, in non-interactive mode, a non-interactive desktop heap of 3 MB will allow for approximately 100 simultaneous Anywhere users or 100 simultaneous Advisor profiles.


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TESTING THE INSTALLATION

A pre-requisite for the test is to install the example environment (called 'Demonstration').

On the server, run MEGA Administration Console (Administration.exe). Click the menu "Help" > "About MEGA" and check the license used. It has to be the MUST license name generated for this installation.

If the Administration Console does not start or if the license is not the one expected, you need to review the license configuration before going further.

Testing MEGA Anywhere On the server, open Internet Explorer and browse to http://localhost/MEGA/.

The login page should appear.

http://localhost/MEGA/�


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Now, use another client machine with any supported browser and browse to http://<servername

Log in to the Demonstration environment with the User “User” and an empty password. The web workspace should be displayed.

>/MEGA/. The login page should appear.


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Now, you must check that all the components inside MEGA Anywhere are working.

The treeviews Navigate to the “Main Objects” navigation view and expand several tree nodes


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The Diagrams Design Mode

Navigate to the “Home” navigation view, right click on “World@Hand” and select “Library Diagram”:

The diagram is opened in the right panel. Try to add additional objects in the diagram.


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Navigation Mode

In this diagram, click on the describing object status field and launch the diagram view mode:

Then, navigate in the diagram view through the circular menu which gives you access to the diagrams describing the objects:


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The reporting tools Navigate to the documentation tab.

Reports

Expand the reports folder and navigate to the org-unit analysis folder, right click on Org-units Structure and select “Open”


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The report is displayed in the right panel:

On the same report, right click and select “Open As…”, “PDF”:

The report is generated in PDF format and displayed.

Please, make sure your browser authorizes to download files.

IE may display the following message in the status bar preventing from opening the PDF file:

Firefox may display the following message in the status bar preventing from opening the PDF file:


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Documents

Make this test only if you are interested in document generation.

Before testing documents, you must first convert your documents to be web compatible.

You must quit your web session by dispatching or aborting your transaction.

Then, go to the Administration Tool, open the demonstration environment with the user ‘Administrator’, navigate to the systemDB and right click “convert”, “Utilities”:

Select : “Convert Document Templates to RTF Format” and validate


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Then, connect again to Anywhere with the user “User” and right click on a business process (Provide Vacation Service), ‘create’ and ‘document’:


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The document is generated and downloaded on the client side.

Please, make sure your browser authorizes to download files.

IE may display the following message in the status bar preventing from opening the PDF file:


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Firefox may display the following message in the status bar preventing from opening the PDF file:

Dispatching Navigate to the main toolbar and disconnect from your session:

Reconnect and check your updates have been taken into account.

Testing MEGA Advisor On the server, open Internet Explorer and browse to http://localhost/Advisor/.


http://localhost/Advisor/�


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Now, use another client machine with any supported browser and browse to http://<servername

Log in to the Demonstration environment with the User “User” and an empty password. The Advisor homepage should be displayed.

>/Advisor/. The login page should appear.


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Now, you must check that all the components inside MEGA Advisor are working.

The treeviews First navigate to the “Strategy”, “Master Plans”. Expand the displayed treeview.

Select one of the master plan and check that its property pages appear on the right side:


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The Diagrams navigation Navigate to the “process”, “diagrams” menu. The available diagrams are displayed:

Click one diagram, the diagram navigation tool opens. Navigate in the diagram view through the circular menu which gives you access to the diagrams describing the objects:

The reports Navigate to the “documentation”, “Report”, “Reports” menu. The available reports are displayed:


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Open the first report and the available report chapters:

The search tool Navigate to the “search” menu and launch a search on all applications through the “Advanced options” mode:


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Testing MEGA Web Editor MEGA Web Editor is an option of MEGA Advisor. Therefore, you need to have MEGA Advisor to access to MEGA Web Editor. On the server, open Internet Explorer and browse to http://localhost/Advisor/.


http://localhost/Advisor/�


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Please refer to the technical article “MEGA Web Editor Installation Guide MEGA 2009 SP5 EN.doc”.

Once you have followed the recommendations of this guide, connect with a web user in direct transactional mode.

Select the object you are interested with and right click:


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Choose Edit

You have the ability to update the object in the dialog that appears:


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Once your updates are finished, choose the dispatch button or the logout button in the top menu bar on the right side to dispatch the updates.


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TROUBLESHOOTING

Restarting Internet Information Services If errors occur, the first step is to try to restart the Web Server.

Windows Server 2003 In the “Internet Information Services (IIS) Manager”, right-click the server name, then choose “All Tasks” and “Restart IIS…”.

Choose “Restart Internet Services” and click OK.

Windows Server 2008 In the “Internet Information Services (IIS) Manager”, select the server name and click “Restart” in the Actions panel


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Referencing a New Environment So that a new environment is fully accessible in MEGA Anywhere/MEGA Advisor, do not forget to give the Windows user for MEGA full access rights to the environment folder.

Disabling Data Execution Prevention In rare cases, it might be necessary to disable “Data Execution Prevention (DEP)” for MEGA programs.

To access the DEP settings:

On a Windows Server 2003, in the “Start” menu, right-click “My Computer” and select “Properties”. Go to the “Advanced” tab, click “Settings” in the “Performance” group and select the “Data Execution Prevention” tab.

On a Windows Server 2008, in the “Start” menu, right-click “Computer” and select “Properties”. In the next screen, click “Advanced System Settings”. Go to the “Advanced” tab, click “Settings” in the “Performance” group and select the “Data Execution Prevention” tab.

You can either turn on DEP only for essential Windows programs and services, or add exceptions for the following Mega programs (default installation locations):

Concerning Anywhere:

• C:\Program Files (x86)\MEGA\MEGA 2009 SP5\System\mgwspro.exe

• C:\Program Files (x86)\MEGA\MEGA 2009 SP5\System\mgwmapp.exe

• C:\Program Files (x86)\MEGA\MEGA 2009 SP5\System \mgwmwas.exe


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Regarding Advisor:

• C:\Program Files (x86)\MEGA\MEGA 2009 SP5\System\mgwspro.exe

• C:\Program Files (x86)\MEGA\MEGA 2009 SP5\System\mgwmapp.exe

• C:\Program Files (x86)\MEGA\MEGA 2009 SP5\System\mgwmwas.exe

• C:\Program Files (x86)\MEGA\MEGA 2009 SP5\System\mgwmwum.exe

• C:\Program Files (x86)\MEGA\MEGA 2009 SP5\System\mgwmwmu.exe

Loosening Internet Explorer Security Settings Although default browser security settings on client machines are sufficient for using the MEGA Web Application, some computers, especially servers, might have stricter security policies. For instance, they might prevent the execution of JavaScript, on which the MEGA Web Application relies.


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To fix this issue, follow the steps below:

Step 1: Enable Active Scripting on the trusted sites zone

• Go to the “Tools\Internet Options…” menu

• Select the “Security” tab

• Click on “Trusted sites” then “Custom Level”

• Enable “Active Scripting”


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Step 2: Add MEGA Web Application to the trusted Web sites list

• Go to the “Tools\Internet Options…” menu

• Select the “Security” tab

• Click “Trusted sites” then “Sites”

• Enter the Address of your Web site, click “Add”

• Validate

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