Installing ELMA

Installation of the server and ELMA Designer 
 
You can install the ELMA server and ELMA Designer using one setup program. ELMA Agent is installed separately. ELMA is available in three editions Community, Standard, and Enterprise (to learn more about the difference click here). All three versions are installed in a similar way, except for minor differences.

This article describes the installation of ELMA Community Edition.

 Step 1. Run the installation file.

If the User Account Control dialog box appears, confirm that the action it displays is what you want. Click Yes to continue installation (fig. 1).

Fig. 1 User Account Control

Step 2. Select installer’s language.

The dialog box asks you to Select your language. Choose your preferred language in the drop-down menu (Fig. 2). Click OK to continue.

Fig. 2 Selecting language

Step 3. The start screen of the setup wizard (fig. 3) contains introductory information and some installation tips. Click Next to continue.

 

Fig. 3 The start screen of the setup wizard

Step 4. License agreement.

Please read the license agreement (Fig. 4). If you accept the terms and conditions, click I accept the agreement and then click Next. If you check I do not accept the agreement, the Next button will be unavailable (you will not be able to continue installation of the system).

Fig. 4 License Agreement dialog box

Step 5. Select the installation folder.

At this step of the wizard, choose the ELMA installation directory. It is recommended to use the default directory. To change the default directory click Browse and specify the new path. Click the Next button to continue.

Fig. 5 Dialog box for selecting an installation folder

Step 6. Select configuration.

In the opened dialog box (Fig. 6), select the required configuration and click Next.

Fig. 6 Dialog box for selecting a configuration

 

New Configuration – this configuration allows you to look through ELMA capabilities. It includes a ready-made organizational structure, business processes, users and so on. The sample configuration is operational.

 

Create Configuration – create a new system configuration, where you have to create an organizational structure, users and business processes yourself.

Existing Configuration – select the file with your existing configuration.

Step 7. Select components.

Use the drop-down list (fig. 7) to select the system components you want to install:

  • Server and Designer – install both ELMA Server and ELMA Designer;
  • Only Server – install only ELMA Server;
  • Only Designer – install only ELMA Designer.

Click Next to continue.

Fig. 7 Dialog box for selecting components

Step 8. Configuration Settings.

Specify the location of the ELMA configuration files (Fig. 8). Click Browse and specify the path to the configuration folder that will contain ELMA configuration files. We recommend that you use the default UserConfig folder.

Fig. 8 Dialog box for selecting a configuration

Then specify the Database Server Type that you want to use. The following DBMS are available: Firebird, PostgreSQL and Microsoft SQL Server.

Step 9. Configure a DBMS server.

9.1. Configuring Firebird DBMS.

Specify the Port (Fig.9). We recommended using the default port number - 3056.

Fig. 9 Dialog box for configuring a Firebird server

Click Next to continue installation.

9.2. Configuring PostgreSQL Server

Fill in the details of the form (Fig. 10) to configure PostgreSQL server. Then click Next to continue.

Fig. 10 Dialog box for configuring a PostgreSQL server

Specify the PostgreSQL host name: Enter the IP Address/ host name in which the database is available. The recommended hostname is 127.0.0.1.

Specify the PostgreSQL port: Specify the port to establish a connection between the ELMA server and the PostgreSQL server. The recommended port is 5432.

Specify the database: Enter the database name for the specified PostgreSQL server. Once it is done, the database is created automatically.

User Name and Password: Specify the User Name and the Password to login to the server. The user must have administrative permissions for PostgreSQL. We recommend using the default user name 'postgres'.

9.3. Configuring MS SQL Server

Fill in the details of the form (Fig. 11) to configure the MS SQL server. Then click Next to continue.

Fig. 11 Dialog box for configuring an MS SQL Server

Specify the MS SQL host name: Enter the host name (or select one in the drop down list) in which the database is available. The default host name is 'local'. It refers to a MS SQL server located on a PC where ELMA is installed.

Specify the database: Enter the database name (or select one in the drop down list) for the MS SQL server. If you specify a new database, it will be created automatically.

Use Windows Authentication: check this box to be able to create a database connection to MS SQL Server, using Windows account to log in.

Otherwise, specify the User Name and the Password to login to the server. The user must have administrative permissions for MS SQL Server.

To check the availability of the connection, click the Check MS SQL server connection button. The system will attempt to connect to the server specified in the Select MSSQL hostname field. Then a pop-up window will appear showing the 'The connection was established successfully' message. Click OK to proceed.

Step 10. Configure the Web Server.

In the dialog box that opens (Fig. 12) fill in the required fields and click Next.

Website Port: Specify the port to connect to ELMA Web Server. The default port number is 8000. This port number will be used in the URL of the application.

Fig. 12 Dialog box for configuring ELMA web server parameters

Then, by checking the relevant box, specify the type of the system web server: IIS ELMA Internal Server (Cassini web server).

If the IIS service is not available on your OS, the IIS Server box will be disabled.

If you select IIS Server, the additional fields will appear in this dialog box (Fig. 12).

Website Name: Enter the name of the ELMA Web Server in IIS service.

Application Pool Identity is the name of the service account under which the application pool's worker process runs:

  • Default: By default, application pools operate under the Network Service user account, which has low-level user permissions. We do not recommend using this account.
  • LocalSystem: A built-in account with the access permissions of the local administrator, included in the Administrators group on the webserver. We recommend using this account.
  • LocalService: A built-in account with a minimum set of permissions required to run the web application of the IIS server. We do not recommend using this account.
  • NetworkService: A built-in account with a minimum set of permissions required to run the web application of the IIS server. We do not recommend using this account.
  • ApplicationPoolIdentity: A virtual account that is dynamically generated when the application pools are created. We do not recommend using this account.
  • User: An account of a specific user. If you select this option, additional fields will appear in the dialog box: User Name and Password. Fill in the details to continue. It is recommended to specify a Windows user who has administrative permissions on the PC on which you are installing ELMA.

Step 11. Select Additional Tasks.

If you want to create shortcuts of ELMA Web Application and ELMA Designer from Desktop check the box Create a shortcut on user desktop (Fig. 13). Click Next to continue.

Fig. 13 Dialog box for selecting additional tasks

Step 12. Check the Selected Parameters.

At this step (Fig. 14), you can check the full list of setup parameters that you selected previously. If necessary, you can change these parameters by clicking Back and returning to the required step.

Click Install to start installation.

Fig. 14 Dialog box with the installation parameters

Step 13. Installation.

At this step, the setup wizard copies ELMA files on your computer (Fig. 15). You need to wait until this process is completed; it may take a few minutes.

Fig. 15 Installation progress dialog box

Step 14. Finish installation.

The dialog box appears (Fig. 16) informing you that the installation is complete. If you want to start ELMA Designer immediately after installation, check the Run Designer box.

Fig. 16 Finishing the installation

If you want to read the Quick Start manual, check the Open Quick Start Manual box.

Click Finish to complete installation.