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Installing Ouvvi when the Database is on a separate machine

The guide below covers the scenario for if the database that will contain the Ouvvi tables is on a different machine to the machine that will be used to host the Ouvvi UI.

This assumes that the SQL instance you are connecting to already exists and the Ouvvi installation will create the database and tables.

Pre-requisites​

The following install guide assumes that you have:

  • Downloaded and Installed the latest version of Data Synchronisation Studio (V6)
  • Your machine meets the system requirements:
    • .NET Framework v4.7.2
    • Windows 10, Windows Server 2016 or Higher
    • IIS 7.5+
    • Microsoft SQL Server Express, Standard, Web, Enterprise 2017 or Higher
    • 2 GB RAM
    • 1 CPU Core
    • 50 GB Disk Space
  • You have the appropriate admin permissions to configure the system
  • You already have SQL Server or SQL Express installed on another machine

Download Components​

Ouvvi is installed via the Deployment Manager, which can be accessed via Data Sync. To open the Deployment Manager locate the Tools menu in Data Sync and click onto Ouvvi Deployment Manager.

Deployment Manager Tools Menu

When the deployment manager has opened you will be given the option to define a default Ouvvi tenant. If you would like to use the default configuration as a starting point (this is what we would recommend) then click Yes to add it to the list.

Default Option

Your tenant will now be visible in the list, and ready for you to define the configuration settings after the IIS components have been installed.

Default Listed

info

If you are installing onto a clean machine and IIS has not been installed before, you may get an error stating Retrieving the COM class factory for component with CLSID failed. You can ignore this, as it is just erroring because IIS has not been installed before. Click OK to continue on to install IIS.

CLSID Error

Install IIS Components​

Before configuring your Ouvvi tenant you need to ensure that the necessary IIS components have been installed. To do this open the Tools menu in the deployment manager and select Install IIS Components.

Install IIS

This will run the powershell script needed to install the components. Click enter when prompted to close the window.

Configuration​

The next step is to ensure the tenant configuration is correct, and define the database location before installing. Double click onto the tenant in the deployment manager to open the Configuration Window.

At the top of the window is the details of the tenant name, the location the tenant files can be found at, and the authentication type.

The default is Windows Authentication which will use the local machine accounts. To read more on authentication types please see our page here.

Website​

The first tab to open is the Website details. Here you can change the name of your Ouvvi site, the port it opens on and define a Windows Service account that will be the IISAppPool Identity used to authenticate with the Ouvvi database.

For this setup, you should define a domain service account rather than using the default NetworkService.

Website Tab

Database​

The Database tab enables you to define the connection to your SQL instance and the name for your Ouvvi Database.

Ouvvi uses the database to hold all of the site configuration. Such as your projects, steps, triggers and connections.

You need to enter in the path to the SQL instance you want to have the Database created in. This should include the machine or server name as required.

If you want to change the name of the Database that will be created please do so now by editing the value in the Database Name field.

You may also need to check the Encrypt and Trust Server Certificate checkboxes to be able to connect.

Database Tab

Service​

The Service tab allows you to configure the Service User account. This is the account that will be used as the security context to run the step within Ouvvi. In this example we have created a domain service user (named Administrator), that can be used the access local machine resources and internet based services with a username and password.

You can change the name of the service, this is the name that will show in the Windows Services manager.

Service Tab

Install​

Now that the configuration is complete, right click onto the tenant and select install. This will install the site and allow you to browse to it.

Install Tenant

You can check that the instance installed by looking at the icon to the left, if the install was successful there will be a green tick next to the cog rather than the warning triangle.

Instance Icons

Browse​

To complete the setup you need to browse to the site. Do this by right clicking onto the tenant and selecting Browse, which will open the setup page in your default browser.

Open Ouvvi Site

Setup Page​

On the setup page you can check that the final settings are correct before setting up your Ouvvi site.

As we selected Windows Authentication in the configuration the only Authentication Mode available is Windows Integrated for the current logged in user.

You can also change the regional settings such as the Locale and the Timezone.

You should also check that there are no errors in the Database section. If there are it is usually that the user does not have read-write permissions to create the tables within the Ouvvi database. In the image below we can see we are connected to the OuvviDefault database with the LAB\Administrator user account.

Setup Page

Once you are certain everything is correct click Setup to create the tables and you will then be redirected to the Ouvvi homepage.

License Key​

You now need to enter your license key to activate Ouvvi to allow you to run and schedule your projects.

Either click onto the Activate link in the banner at the top or open the Settings Menu and select Register License.

Register License Key

These links will open the license registration page where you can enter your license key into the field. Make sure to click Activate to apply the license.

Apply License

The page will show a green tick to the left and the expiry date to the right if it activated without errors.

License Activated

Service​

You can now go back to the Deployment Manager and start the services. For the first time you start them it is best to right click onto the tenant and select Start Service.

Start Service Menu

This will open the browser to the Agent Service configuration page to allow you to setup the services. Click onto Setup Services to setup and start the service.

Configure Service User

The page will redirect to the services table where you can see green flags which means the services are running.

Services Running

You can now go on to create your projects and steps as needed. Take a look at our getting started for a guide on how to configure your first project and add the steps.

Save the Configuration​

To make sure you can access the tenant you have just created go back to the deployment manager and click Save to keep the tenant in the list. You can either use the Save icon in the toolbar or you can open the File menu and select Save.

Save Deployment Manager

If you have closed the deployment manager before saving then you can follow the Import Tenant instructions to import the tenant you have created back into the deployment manager.