Install ELMA System

ELMA System is provided both in commercial (Standard, Enterprise) and free (Community) editions. The system editions have different system features, supported DBMS and Windows features. Each system edition can be installed using a separate software installation media. It is provided after signing a licensing agreement.

ELMA System requires .NET Framework 4 (or higher). It will be automatically installed during the system installation, if necessary.

ELMA Installation Procedure

The ELMA installation procedure includes several steps.

Step 1. To start the installation process, run the ELMA installation media. User account control window will open (fig. 1). Click Yes to start installation..

Fig. 1. User account control dialog box

Step. 2. Select the language in the dropdown list of the opened dialog box. This language will be used during the system installation and as the default language of the system itself (fig. 2). At the moment, ELMA is available in 4 languages: English (American and British), German, Russian, and Spanish. Click OK.

Fig. 2.Language selection dialog box

The start screen of the installation wizard (fig. 3) contains brief information on the installed version and the system edition with some advice on the installation process. To continue installation click Next.

Fig. 3. Installation wizard start screen

When you click Next, the system checks the minimum requirements necessary to continue the installation process (for example, the versions and the edition of the operating system). If the software does not meet the minimum system requirements, you will see the following notification, and the installation process will be suspended (Fig. 4).

Fig. 4. Notification on the current software not meeting minimum system requirements

Step 3. The opened dialog box (fig. 4) contains the ELMA license agreement. After you have read it, select I accept the agreement and click Next to continue the installation. If you select I do not accept the agreement the Next button will be inactive (installation cannot be continued).

Fig. 5. License agreement dialog box

Step 4. In the opened dialog box (fig. 5) select the directory, to which ELMA files will be installed. We recommend that you use the default directory. To change the directory, click Browse…, and select a new directory. To continue the installation, click Next.

Fig. 6. Directory selection dialog box

Step 5. In the component selection dialog box (fig. 6) select the required ELMA components in the dropdown list:

All components – install ELMA server and Designer;
Server only – install only ELMA server;
Designer only – install only ELMA Designer.

To continue the installation, click Next.

Fig. 7. Components selection dialog box

Step 6. At the next installation step (fig. 7), the system requirements are checked (operating system version and edition, availability of Microsoft .NET Framework 4 or above) for the installation variant selected at the step 5.

Fig. 8. Dialog box for checking system requirements for the selected installation variant

If Microsoft .NET Framework 4 is not installed on the current computer (or an older version is installed), the dialog box will display a respective notification (fig. 8), and the component installation wizard will start (fig. 9). Follow the wizard instructions to correctly install Microsoft .NET Framework 4. Installation of ELMA will resume after Microsoft .NET Framework has been installed.

Fig. 9. Dialog box for checking system requirements. Missing Microsoft .NET Framework 4

Fig. 10. Microsoft .NET Framework 4 installation wizard

After Microsoft .NET Framework 4 has been installed, the installation of ELMA will continue.

Step 7. At this step (fig. 10) select the location of ELMA configuration files:

Existing configuration – to add an existing ELMA configuration, click Browse…, and select the configuration folder, which contains the configuration file configuration.config;
New configuration – to add a new ELMA configuration, click Browse…, and select the folder, in which ELMA configuration files will be stored. We recommend that you use the default folder UserConfig.

Fig. 11. Configuration selection dialog box

If you are installing the ELMA Standard edition, you can select the DBMS type in the New Configuration field. The available systems are Firebird and Microsoft SQL Server (fig. 11).

Fig. 11. Configuration selection dialog box. DBMS selection

If you choose New configuration, select the required DBMS in the Database type field. The list of available DBMS depends on your system edition:

ELMA Express – PostgreSQL and Firebird;
ELMA Standard – PostgreSQL, Firebird and Microsoft SQL Server;
ELMA Enterprise – PostgreSQL, Firebird, Microsoft SQL Server and Oracle;
ELMA Community Edition – PostgreSQL, Firebird and Microsoft SQL Server.

To continue installation, click Yes.

Step 8. Configure DBMS connection.

8.1. PostgreSQL DBMS

In this dialog box (fig. 12), you can configure the settings for connecting to the PostgreSQL server.

Install PostgreSQL - configure the connection parameters to install the PostgreSQL server (fig. 12).

Specify PostgreSQL server port — specify the port for connecting the ELMA server to the PostgreSQL server. By default, the 5433 port is selected. This field is required.
Specify the database name – enter the name of the ELMA system database to work with the PostgreSQL server. The specified database will be automatically created when you first start the ELMA server. This field is required.
User Name – user account for accessing the PostgreSQL server. By default, this field contains the name of the PostgreSQL superuser – postgres. The value of this field cannot be changed manually.
Password – if necessary, enter a password for the PostgreSQL superuser account.

Fig. 12. "Configure the PostrgeSQL server connection" dialog window

Use existing PostgreSQL — configure the connection settings for the previously installed PostgreSQL (Fig. 13).

Specify PostgreSQL server name – specify the name of the PostgreSQL server on which the ELMA system databases will be stored. This field is required.
Specify PostgreSQL server port – specify the port for connecting the ELMA server to the PostgreSQL server. This field is required.
Specify the database name – enter the database name of the specified PostgreSQL server to work with the ELMA system. The specified database will be automatically created when you first start the ELMA server. This field is required.
User Name – user account to access the database. By default, this field contains the name of the PostgreSQL superuser – postgres. This field is required.
Password – the password for the database user account.
User name sys – PostgreSQL superuser account.
User password sys – password for the PostgreSQL superuser account.

If you are using an existing PostgreSQL server, there are two options for installing ELMA:

Option 1. The PostgreSQL superuser manually creates a database and manually grants minimal access permissions to the database.

1. Manually create an empty database.

2. Connect the extension "uuid-ossp" to the database created earlier using the query create extension if not exists "uuid-ossp".

3. Through a query, the user of the database is granted minimal access permissions in DBMS:

GRANT ALL PRIVILEGES ON DATABASE "clean" to "elma";

GRANT ALL PRIVILEGES ON ALL TABLES IN SCHEMA "public" TO "elma";

GRANT ALL PRIVILEGES ON ALL SEQUENCES IN SCHEMA "public" TO "elma";

GRANT ALL PRIVILEGES ON ALL FUNCTIONS IN SCHEMA "public" TO "elma";

ALTER DEFAULT PRIVILEGES IN SCHEMA "public" GRANT ALL PRIVILEGES ON TABLES TO "elma";

ALTER DEFAULT PRIVILEGES IN SCHEMA "public" GRANT ALL PRIVILEGES ON SEQUENCES TO "elma";

ALTER DEFAULT PRIVILEGES IN SCHEMA "public" GRANT ALL PRIVILEGES ON FUNCTIONS TO "elma";

clean – the database name, elma – username.

4. In the User name and Password fields enter the user account and password with minimal permissions to the database.

5. Leave the User name sys and User password sys empty.

Option 2. The system creates a database that is not yet in the DBMS, and grants minimal access permissions to this database.

1. In the User name sys и User password sys fields, enter the PostgreSQL superuser account and password.

2. In the User Name and Password fields, enter the user account and password, for which the system will later grant minimal access permissions to the database.

3. For security reasons, the User name sys and sys User password sys fields can be deleted from the configuration file ../<Folder with the files of the ELMA system>/UserConfig/Configuration.config after starting the server.

Fig. 13. "Configure the PostgreSQL server connection" dialog window

Attention!

ELMA system works correctly only if PostgreSQL server of version 9.5 or higher is installed.

8.2. Firebird DBMS

In this dialog box (fig. 14), you can configure settings for connecting to the Firebird server.

Install Firebird – configure the connection settings for installing the Firebird server and click the Next button.

In the Select Firebird server port field, select the port for connecting the ELMA server to the Firebird server (fig. 14). We recommend that you use the default port – 3056. This field is required.

Fig. 14. Firebird server connection settings

· Use Existing Firebird – configure the connection settings for the previously installed Firebird server and click the Next button (fig. 15).

Firebird Server Address – specify the address of the Firebird server where the ELMA system databases will be stored. It is recommended to use the value 127.0.0.1. This field is required.

Select Firebird server port – specify the port for the ELMA server to connect to the Firebird server. It is recommended to use the default port – 3056. This field is required.

To continue installation, click Next.

Fig. 15. Firebird server connection settings dialog box

8.2. MSSQL Server

In this dialog box (fig. 16), fill in the required fields and click Next to continue the installation.

Fig. 16. MSSQL server connection settings

Select MSSQL server host name – enter or select from the dropdown list the MSSQL host name, on which the ELMA databases will be stored. By default, this field's value is (local) – that is the local MSSQL server, located on the computer, on which ELMA is being installed. This field is required.

Select database name – enter or select from the dropdown list the database of the MSSQL server for working with ELMA. If you select a non-existing database, it will be created automatically. This field is required.

Use Windows Authentication – checking this box enables automatic authentication in the system, in case of successful authentication in the corporate domain. The access to the MS SQL Server will be granted to the user, who started the ELMA web server. If the box is not checked, you have to enter data of the user account, which will access the MS SQL Server. This user must have administrator permissions for the MS SQL Server.

When you click the Check MSSQL server connection, the program will attempt to connect to the MSSQL server, selected in the Select MSSQL server host name field. Then you will see a dialog box, with the information on the connection check result (fig. 17).

Fig. 17. Dialog box with the result of MSSQL connection check

8.4. Oracle DBMS

In this dialog box (fig. 18), in Oracle server connection string, specify the address of the Oracle server, as well as the user account information on behalf of which the server will be accessed. This field is required.

An example of Oracle server connection string:

Data Source=(DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)(HOST=185.59.128.67)(PORT=1521))(CONNECT_DATA=(SID=ORATEST)));User Id=dmp040215;Password=q1234567;Enlist=false

PROTOCOL=tcp – connection protocol;

HOST=185.59.128.67 – virtual machine name or IP address;

PORT=1521 – standard port for connecting to Oracle;

SID=ORATEST – database system id;

User Id=dmp040215 – user account for database access;

Password=q1234567 – password for database user account;

Enlist=false – forbid opening multiple transactions.

User name sys – Oracle superuser account.

User password sys – password for the Oracle superuser account.

You can use one of the following options to install ELMA on the Oracle server:

Option 1. The Oracle superuser manually creates a database and manually grants minimal access permissions to the database.

Manually create an empty database.
Use query to the DBMS to create a user who will be granted minimal access permissions to the database:

create user login identified by password;

GRANT

CONNECT,

CREATE TABLE,

CREATE PROCEDURE,

UNLIMITED TABLESPACE,

CREATE SEQUENCE,

CREATE SESSION,

CREATE TRIGGER,

CREATE TYPE,

CREATE VIEW

TO login;

GRANT SELECT ON "SYS" ."GV_$RESERVED_WORDS" TO login;

GRANT SELECT ON "SYS" ."V_$RESERVED_WORDS" TO login;
In the Oracle server connection field, enter the user account and password with minimum access permissions to the database.
Leave the User name sys and User password sys empty.

Option 2. The system creates a database that is not yet in the DBMS, and grants minimum access permissions to this database.

Enter the Oracle superuser account and password to the User name sys and User password sys fields.
In the Oracle server connection string field, enter the account and the user password for which the system will later grant the minimum access permissions to the database.
To ensure security, you can delete the User name sys and User password sys from the configuration file ../<Folder with the files of the ELMA system>/UserConfig/Configuration when the server is started.

Fig. 18. Oracle server connection settings

Step 9. Configure web server parameters.

In the opened dialog box (fig. 19) enter the required parameters and click Next.

Fig. 19. ELMA web server settings

Web site port – port number, used for establishing connection with ELMA web server. Port 8000 is used by default. If the port is used by another application, the system will show a respective notification. In this case, change the port.

Next, you need to specify the type of web server of the system – IIS Server or Internal ELMA server (Cassini web server). The type of web server is selected by setting the switch to the desired position.

If IIS is not available on the current operating system, the IIS server switch will be unavailable.

If the switch is set to the IIS Server position, additional fields will be displayed in this dialog box (Fig. 20).

Fig. 20 Web server settings. IIS Server switch

Website Name — the name of the ELMA web server in IIS.

Application pool identity – the name of the service account on whose behalf the application pool workflow will be launched, specified in the Web application pool field:

System (LocalSystem) - an account with local administrator access permissions that belongs to the Administrators group on the web server. This account is selected by default. We recommend using this account.
Service (LocalService) - an account with the minimum set of access permissions required to run IIS server web applications. We do not recommend using this account.
Network service (NetworkService) - an account with the minimum set of access permissions required to run IIS server web applications. We do not recommend using this account.
Application Pool (ApplicationPoolIdentity) - The application pool identity account that is created dynamically when the application pool is started. We do not recommend using this account.
User - a specific user account. When this item is selected, the additional required Username and Password fields will be displayed in the dialog box. We recommend using this account and choosing a Windows user with administrator permissions on the computer on which the ELMA system is being installed.

To continue the installation, click the Next button.

Step 10. If you need to add shortcuts to the desktop, check the Add links on user desktop box in the opened dialog box (fig. 16).

Fig. 21. Additional tasks selection dialog box

To continue installation, click Next.

Step 11. At this step (fig. 22) you can see the full list of parameters, selected at the previous steps. You can change these parameters, if necessary. To do so, you need to return to the required step by clicking Back.

To start installation, click Install.

Fig. 22. Dialog box with selected parameters

Step 12. At this step, ELMA files are being copied to the computer (fig. 23). This process may take a few minutes, please, wait until it is complete.

Fig. 23. Installation progress dialog box

Step 13. At this step, the dialog box displays the information on the system installation results. To start ELMA Designer after the installation is complete, check the Run designer box (fig. 19).

Fig. 24. Installation completion dialog box

To complete the installation, click Finish.