1.3 Installing PlateSpin Migrate Software Components

After you have installed and configured the prerequisite software, you are ready to install and configure software components for PlateSpin Migrate.

1.3.1 Starting the PlateSpin Migrate Installation Launcher

To install or upgrade the product, you must use the PlateSpin Migrate Setup utility (PlateSpinMigrateSetup-2020.2.0.x.exe). It extracts files and opens the Installation Launcher for Migrate components. The file is available from Micro Focus Downloads.

  1. From Micro Focus Downloads, download the PlateSpinMigrateSetup-2020.2.0.x.exe installation program. Copy it to an accessible location on your intended PlateSpin Server host.

  2. Log in to the PlateSpin Server host as a user with administrator rights.

    Ensure that you are logged in with sufficient rights to perform the installation or upgrade. See Credentials guidelines in Table 1-3, Pre-Installation Checklist.

  3. Run the installation program and click Next to launch the prerequisites check utility.

    The prerequisites check queries the host where you intend to install the PlateSpin Server. It verifies that all of the required software is installed or enabled. If you see any cautions or omissions, you need to either enable or install the prerequisite software before you proceed with the installation.

  4. Click Next to open the Installation Launcher.

    The installation program extracts the required files and opens the Installation Launcher window.

  5. Use the Installation Launcher to do one of the following:

    Installation Launcher Option

    Remarks

    Install SQL Server Express

    Installs the SQL Server Express Edition included with your PlateSpin Migrate Distribution

    A database server is required before you install the product. You can use SQL Server Express, or use your own Microsoft SQL Server Standard Edition or Enterprise Edition installed locally or remotely.

    For requirements, see:

    For installation and database server configuration instructions, see Installing the Database Server.

    Install PlateSpin Server

    Installs PlateSpin Server

    For requirements and guidelines, see

    You must install and configure prerequisite software before you install the product. See Installing Prerequisite Software.

    For instructions, see Installing PlateSpin Server.

    Upgrades PlateSpin Server

    For requirements and preparation for upgrade, see Prerequisites for Upgrade.

    Ensure that your server meets the software prerequisites before you upgrade the product. See Prerequisite Software.

    For instructions, see:

    Install PlateSpin Migrate Client

    Installs PlateSpin Migrate Client

    For requirements, see Table 1-2, Host Requirements for PlateSpin Migrate Client.

    For instructions, see Installing the PlateSpin Migrate Client.

    For upgrade, uninstall PlateSpin Migrate Client using Windows Uninstall Programs, then re-install PlateSpin Migrate Client.

1.3.2 Installing the Database Server

You must set up a database server and configure a database instance before you install the product. Refer to Table 1-4 to determine what tasks are needed for your preferred database server deployment.

Table 1-4 Database Server Deployment Options for PlateSpin Server

Location

Installation and Configuration

Database Connection and Credentials

Microsoft SQL Server Express Edition

Local (default)

Install SQL Server Express Edition on the intended PlateSpin Server. See Installing the SQL Server Express Edition Database Server.

Accept the local database server and database instance when you are prompted for the database connection.

.\PLATESPINDB

Use SQL Authentication and accept the default database credentials presented for the SQL system administrator (sa) user in the Login ID and Password.

Microsoft SQL Server Standard Edition or Enterprise Edition

Local

After you install SQL Server Standard Edition or Enterprise Edition locally on the intended PlateSpin Server, you must configure SQL Server for use with PlateSpin Migrate. See Configuring Your Local Microsoft SQL Server Database Server.

Point to your custom local database server when you are prompted for the database connection. You need the database server name and database instance name.

(local)\<database_instance_name>

NOTE:If you use Windows Authentication, you must log in as the domain user with SQL Admin rights when you upgrade or update PlateSpin Server. This user must also have local administrator rights. Also, the user you specify as the database Service User must have local administrator rights.

Remote

For your existing remote SQL Server, you must configure SQL Server for use with PlateSpin Migrate and configure your network to allow a connection with PlateSpin Migrate. See Configuring Your Remote Microsoft SQL Server Database Server.

Point to your external database server when you are prompted for the database connection. You need the database server name and database instance name.

<database_server>\<database_instance_name>

The port number is required if you use dynamic ports.

<database_server>\<database_instance_name>,<port_number>

NOTE:If you use Windows Authentication, you must log in as the domain user with SQL Admin rights when you upgrade or update PlateSpin Server. This user must also have local administrator rights. Also, the user you specify as the database Service User must have local administrator rights.

Installing the SQL Server Express Edition Database Server

If you do not have an existing Microsoft SQL Server database server to use with PlateSpin Migrate, you can install Microsoft SQL Server 2017 Express Edition, which is included in your PlateSpin Migrate software distribution. The SQL Server Express installation sets up SQL authentication.

NOTE:The Microsoft SQL Server Express Edition included with PlateSpin Migrate cannot be installed on a domain controller in accordance with Microsoft Developer Network recommendations.

To install Microsoft SQL Server Express:

  1. Log in to the PlateSpin Server host as a user with administrative privileges.

    If the computer is a domain computer, you must log in as a domain user who is a member of the Domain Admin group and the local Admin group.

  2. On your intended database server host, start the Installation Launcher.

    See Starting the PlateSpin Migrate Installation Launcher.

  3. Click Install SQL Server Express and follow the on-screen instructions.

    The program installs a database server and the database instance required for the operation of PlateSpin Migrate. It also sets generates credentials needed for SQL authentication.

    NOTE:A password for the SQL system administrator (sa) user is automatically generated during the installation of Microsoft SQL Server Express Edition. Keep the default sa credentials throughout the PlateSpin Migrate Server installation.

    After the installation is complete and you have activated the license for the product, you should modify the SQL administrator password. See Modifying the Password for the SQL Server Express System Administrator User.

  4. Continue with Installing PlateSpin Server.

Configuring Your Local Microsoft SQL Server Database Server

If you install your Microsoft SQL Server Standard Edition or Enterprise Edition on the intended PlateSpin Migrate server, you must configure specific settings in SQL Server and in your environment before you install the product.

NOTE:Using this local SQL Server database server to service other applications in your environment can negatively impact the performance of PlateSpin Migrate.

To configure SQL Server on the Migrate Server host:

  1. Ensure that your database server is running a supported version of Microsoft SQL Server. See Database Server.

  2. Ensure that you have a dedicated, named database instance to use with your intended PlateSpin Migrate server.

    You need the database server name and database instance name during the product installation.

  3. (Conditional, Windows Authentication) Windows Authentication for your existing database server is available in a domain environment. If you plan to use Windows Authentication to access the Microsoft SQL Server database, you must configure the following in Active Directory:

    • You must add the Microsoft SQL Server database server to the domain.

    • You need two domain user accounts for the PlateSpin Migrate installation.

      • A Domain user with the sysadmin role set: This user with SQL Admin rights is required to create databases, tables, and other schema objects.

      • PlateSpin Service user: The service user can be a low-privileged domain user in the domain. However, the service user must be a local administrator on the PlateSpin Migrate Server and should be granted that permission prior to the installation.

        NOTE:If the Windows user’s password changes, you must update the password for the PlateSpin Service user and for the IIS App Pool. Consider using a Windows user whose password never expires to avoid the situation.

    NOTE:If you use Windows Authentication, you must log in as the domain user with SQL Admin rights when you upgrade or update PlateSpin Server. This user must also have local administrator rights. Also, the user you specify as the database Service User must have local administrator rights.

  4. Continue with Installing PlateSpin Server.

Configuring Your Remote Microsoft SQL Server Database Server

If you use a remote Microsoft SQL Server database server, you must configure specific settings in your environment before you install the product. These settings allow the remote connection between your SQL Server and PlateSpin Server.

NOTE:You can use the same remote Microsoft SQL Server database server to host database instances for multiple PlateSpin Protect and PlateSpin Migrate servers. Each database instance must be uniquely named and configured separately for its associated PlateSpin Server.

To prepare your existing remote SQL server:

  1. Ensure that your database server is running a supported version of Microsoft SQL Server. See Database Server.

  2. Ensure that you have a dedicated, named database instance to use with your intended PlateSpin Migrate server. You need the database server name and database instance name during the product installation.

  3. Ensure that you configure Microsoft SQL Server to allow both TCP/IP and Named Pipe connections.

  4. (Conditional, Windows Authentication) Windows Authentication for your existing database server is available in a domain environment. If you plan to use Windows Authentication to access the Microsoft SQL Server database, you must configure the following in Active Directory:

    • You must add the Microsoft SQL Server database server to the domain.

    • You need two domain user accounts for the PlateSpin Migrate installation.

      • A Domain user with the sysadmin role set: This user with SQL Admin rights is required to create databases, tables, and other schema objects.

      • PlateSpin Service user: The service user can be a low-privileged domain user in the domain. However, the service user must be a local administrator on the PlateSpin Migrate Server and should be granted that permission prior to the installation.

        NOTE:If the Windows user’s password changes, you must update the password for the PlateSpin Service user and for the IIS App Pool. Consider using a Windows user whose password never expires to avoid the situation.

    NOTE:If you use Windows Authentication, you must log in as the domain user with SQL Admin rights when you upgrade or update PlateSpin Server. This user must also have local administrator rights. Also, the user you specify as the database Service User must have local administrator rights.

  5. Open the following ports on the firewall to support authentication to your remote SQL Server:

    • Ports 49152-65535/TCP: Allow traffic for RPC for LSA, SAM, Netlogon.

    • Port 1433/TCP: Allow traffic for Microsoft SQL Server.

    • Custom ports: If you configure SQL Server to use a custom TCP port, you must open that port on the firewall.

    NOTE:If you do not use dynamic ports, you must specify the dedicated port in the Database Server field.

  6. (Conditional) If you want to use dedicated ports with PlateSpin Migrate, you must open the ports on the firewall:

    1. On the database server, determine which ports need to be opened:

      1. In the SQL Server Configuration Manager, expand SQL Server Network Configuration, select Protocols for <your-database-instance-name>, then right-click TCP/IP and select Properties.

      2. In the TCP/IP Properties dialog, select the IP Addresses tab.

      3. Under IPAll, you will see the ports used by the specified database instance of SQL Server in TCP Dynamic Ports for a dynamic port or TCP Port for a static port. If TCP Port or TCP Dynamic Ports is set to any value other than 0, open the specified ports on the firewall. These are the ports you use to connect to the SQL Server.

        For example, if the TCP Dynamic Ports field is set to 60664, and the TCP Port field is set to 1555, then you must enable Port 60664 and 1555 in the firewall rules on the SQL server.

    2. Open the ports on the firewall.

    NOTE:If you have a value set for dynamic ports, you may not see your server in the list of SQL servers when you click Browse during an installation or upgrade process. In this case, you must specify the server manually in the Database Server input field of the PlateSpin Migrate installation.

    For example, if your server name is MYSQLSERVER, the database instance name is PLATESPINDB, and the dedicated port set for the dynamic port is 60664, you type the following text, and then select the desired authentication type:

    MYSQLSERVER\PLATESPINDB,60664

    You must open the port on the firewall.

  7. Continue with Installing PlateSpin Server.

1.3.3 Installing PlateSpin Server

  1. Before you install PlateSpin Server, you must ensure the following requirements are met:

  2. Log in to the PlateSpin Server host as a user with administrative rights.

    If the server is a domain computer, you must log in as a domain user who is a member of the Domain Admin group and the local Admin group.

    If you use Windows Authentication for your SQL Server Standard Edition or Enterprise Edition database server, you must log in as the domain user with SQL Admin rights. This user must also have local administrator rights. In addition, the Service User you specify for SQL Server credentials must have local administrator rights.

  3. On the PlateSpin Server host, launch the Installation Launcher.

    See Starting the PlateSpin Migrate Installation Launcher.

  4. Click Install PlateSpin Server and follow the on-screen instructions.

  5. Read the software license agreement, select the I accept the terms in the license agreement option, then click Next.

    You must accept the software license agreement before installing the product.

  6. Specify a location for the temporary setup files, then click Next.

  7. (Database Server, Windows Authentication) If you use Windows Authentication for your existing database server (that you are using instead of SQL Server Express Edition), configure the database connection and provide appropriate credentials for the database administrator and database service user.

    Installation Screen

    Do the following:

    Database Connection Information

    1. Click Browse to select the Database Server.

      <database_server>\<database_instance_name>

      If you use dynamic ports, you must also type the port number:

      <database_server>\<database_instance_name>,<port_number>

    2. Select Windows Authentication as the Authentication Type.

      Windows Authentication is supported only in a domain environment.

    3. Click Next.

    Database Administrative Credentials

    1. Specify the credentials for the Database Administrator.

      For example:

      Down-Level Logon User: CORPDOM\sqladmin

      Password: <sqladminPwd>

      NOTE:You must specify the domain administrator credentials or the credentials of a domain user having sufficient administrator and database rights.

    2. Click Validate Credentials to validate the credentials.

    3. Click Next.

    Database User Credentials

    1. Do one of the following:

      • Select Same as the Database Administrator to use the database administrator credentials to access the database service.

      • Specify the credentials for the Database Service user.

        For example:

        Down-Level Logon User: CORPDOM\sqluser1

        Password: <sqluser1Pwd>

        The Service User must also have local administrator rights.

    2. Click Validate Credentials to validate the credentials.

    3. Click Next.

    Confirm SQL Connection

    1. Review the information.

    2. Click Back to edit the SQL connection information or click Next to continue.

  8. (Database Server, SQL Authentication) If you use SQL Authentication for the database server, configure the database connection and provide appropriate credentials for the database administrator.

    Use this option if you are using the Microsoft SQL Server Express Edition database server included in PlateSpin Migrate. The Installation automatically generates a password for the SQL system administrator user (sa) and uses it during the installation.

    NOTE:You should set a custom password after the PlateSpin Server installation is completed and you have activated the license. See Modifying the Password for the SQL Server Express System Administrator User.

    Installation Screen

    Do the following:

    Database Connection Information

    1. Click Browse to select the Database Server.

      SQL Server Express database: Leave the default selection of .\PLATESPINDB in the drop-down list and keep the suggested sa user credentials on the next screen.

      NOTE:If you subsequently move your PlateSpin Migrate database instance or change your SQL Server password, you must reset the PlateSpin Migrate database connection settings. See KB Article 7970523.

      Existing database: Browse to select from a list of available database servers.

      For example:

      .\PLATESPINDB

<database_server>\<database_instance_name>

<database_server>\<database_instance_name>,<port_number>

    2. Select SQL Authentication as the Authentication Type.

    3. Click Next.

    Database Administrative Credentials

    1. Specify the credentials for the Database Administrator for SQL authentication.

      If you use the SQL Server Express database, keep the default values:

      Login ID: sa

      Password: <generated-password-obscured>

    2. Click Validate Credentials to validate the credentials.

    3. Click Next.

    Confirm SQL Connection

    1. Review the information.

    2. Click Back to edit the SQL connection information or click Next to continue.

  9. After you specify and validate credentials for the database server, click Next.

  10. On the IIS Configuration screen, specify whether you want to allow HTTP or HTTPS connections. To allow unsecured connections (HTTP), select the Allow unsecured connections (HTTP) option.

    If your IIS server has a signed SSL certificate, the communication protocol is HTTPS by default. Your browser might display a untrusted connection warning message. For information on how to proceed, see your browser-specific documentation.

  11. Click Next, verify the installation settings, then click Install and follow the on-screen prompts.

    NOTE:This process of installing the PlateSpin Migrate server might take several minutes to complete.

  12. (Optional) Select Start the Migrate web client to launch the PlateSpin Migrate Web Client immediately after the installation is complete.

    You can use the PlateSpin Migrate Web Interface to activate the license. For more information, see License Activation Using the Web Interface in the PlateSpin Migrate 2020.2 User Guide.

  13. (Optional) Continue with Installing the PlateSpin Migrate Client.

1.3.4 Installing the PlateSpin Migrate Client

You have two installation options for the PlateSpin Migrate Client:

Installing the Client from within the Installation Launcher

Use this option to install the Client on the same host with your PlateSpin Server immediately after the completion of the Server installation.

  1. Complete the Server installation.

    See Installing PlateSpin Server.

  2. In the Installation Launcher window, click Install PlateSpin Client and follow the on-screen instructions.

    The installation program installs and configures the PlateSpin Migrate Client, preparing it to run.

Downloading the Client from Your PlateSpin Server

Use this option to install the Client on a remote host by using a Web browser at any time after the completion of the Server installation.

  1. Complete the PlateSpin Server installation.

    See Installing PlateSpin Server.

  2. Make sure your intended PlateSpin Migrate Client host meets the minimum system requirements.

    See System Requirements for PlateSpin Migrate Client.

  3. On your intended PlateSpin Migrate Client host, open a Web browser and navigate to the following URL:

    http://<server_host>/platespinmigrate

    Replace server_host with the actual name or IP address of your PlateSpin Server host. If the PlateSpin Server is installed on the local computer, replace server_host with localhost. If SSL is enabled, use the https protocol in the URL.

    The browser loads the PlateSpin Server’s home page.

  4. Click the PlateSpin Migrate Client download link, download the PlateSpin Migrate Client software, and install it by following the on-screen instructions.

Starting the Client and Activating the License

To start the client, click Start > Programs > PlateSpin Migrate > PlateSpin Migrate Client. When you install and launch the PlateSpin Migrate Client for the first time, the License Wizard opens and prompts you to activate your copy of the software. For help with product licensing, see PlateSpin Migrate Product Licensing in the PlateSpin Migrate 2020.2 User Guide.

You can also use the PlateSpin Migrate Web Interface to activate the license. For more information, see License Activation Using the Web Interface in the PlateSpin Migrate 2020.2 User Guide.