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13-E09 V2 - EiS Kent

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<strong>13</strong>-<strong>E09</strong> <strong>V2</strong><br />

ACTION:<br />

This update must be completed before upgrading to the Spring 2014 Release of SIMS/FMS<br />

AUDIENCE:<br />

All Secondary Schools and Secondary Academies who use SIMS and/or FMS and have not yet<br />

installed SOLUS3.<br />

ATTENTION OF:<br />

SIMS System Manager, School Network Manager<br />

PRODUCT:<br />

SIMS SOLUS3<br />

SUBJECT:<br />

Installation of the new Capita SIMS Online Update Service (SOLUS3) which will replace the<br />

current version (SOLUS2)<br />

DESCRIPTION:<br />

This information notice will guide secondary schools through installing the new SOLUS3<br />

software.<br />

SOLUS3 is designed to streamline the updating of a range of Capita SIMS products and<br />

dependencies such as SIMS, FMS, Discover. After the initial configuration of SOLUS3, the<br />

deployment service is set to retrieve the details of new updates released by Capita SIMS.<br />

These updates can then be automatically downloaded to the repository folder on the server<br />

and then deployed via the User Interface to the server/workstations at a convenient time of<br />

your choice.<br />

As this process can be complex, it is recommended that you contact <strong>EiS</strong> to let us know<br />

when you will be completing this update – that way we can ensure the relevant support<br />

officers will be available if you need assistance.<br />

Support<br />

If you have any questions about any procedure in this notice please contact <strong>EiS</strong> <strong>Kent</strong>.<br />

Telephone: 01622 672779 | Faxback: 01622 673441 | Email: support@eis.kent.gov.uk


<strong>EiS</strong> <strong>Kent</strong> Information Notice <strong>13</strong>-<strong>E09</strong> <strong>V2</strong> June 20<strong>13</strong><br />

Before you begin, it would be useful to find out the following information as you will need<br />

to enter this during the installation:<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

The name & IP Address of the server that hosts your SQL2008/SIMS:<br />

The SQL 2008 Instance Name:<br />

The SA (SQL2008 Administrator) password:<br />

The administrator login details to the server (user id & password):<br />

School DfE Number:<br />

School Address and Post Code:<br />

Email address of the person to receive SOLUS 3 alerts about deployments and downloads:<br />

The time of your scheduled daily backup:<br />

The time the Discover transfer is scheduled to run (if installed):<br />

The details of the proxy server (if you use one):<br />

A list of workstations names for those using SIMS/ FMS/ Discover:<br />

Workstation Name SIMS FMS Discover<br />

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<strong>EiS</strong> <strong>Kent</strong> Information Notice <strong>13</strong>-<strong>E09</strong> <strong>V2</strong> June 20<strong>13</strong><br />

PART I - Installing SOLUS 3 at version 3.5.20<br />

Pre-Installation checklist/information:<br />

<br />

<br />

<br />

<br />

<br />

<br />

Microsoft .NET Framework 2 must be installed on all devices in the Solus3 environment<br />

Microsoft .NET Framework 4 must be installed on all devices in the Solus3 environment<br />

Microsoft SQL Server 2008 (full or express) must be installed on the device that will host the<br />

SOLUS3 Deployment Service database (normally the server).<br />

Windows Task Scheduler must be enabled on all devices in the SOLUS3 environment<br />

To run the SOLUS3 installers you must login to the server as a Domain Administrator<br />

You must have write access to the machine keys folder on the deployment service device<br />

(server), found in the following location:<br />

Windows Server 2003<br />

We would recommend that any school still using Windows Server 2003 waits until they have<br />

moved over to Windows 2008 Server before carrying out this installation.<br />

Windows Server 2008 and 2008 R2<br />

Drive:\ProgramData\Microsoft\Crypto\RSA<br />

More details in Appendix 1 (page 52)<br />

Some Domain Controllers might require that TCP 389 be opened for LDAP.<br />

<br />

Windows Management Instrumentation (WMI) must be enabled on the firewalls of all<br />

devices in the deployment environment.<br />

NOTE: If you will be installing the SOLUS3 agents to devices manually, you do not need to<br />

enable WMI.<br />

<br />

<br />

<br />

<br />

If you would like SOLUS3 to create backups of your Capita SIMS databases before<br />

deploying updates, ensure there is sufficient disk space available to SQL Servers to<br />

accommodate these backups.<br />

Set up a network share to host the Update Repository for SIMS update downloads. The<br />

Deployment Service must have write access to this network share – see point 1 on page 3<br />

below.<br />

Ports TCP 52965 (deployment service), TCP 52966 (S3 agent) and TCP 8739 (agent<br />

notifier user interface) must be open on the firewalls of all devices in the deployment<br />

environment. NB Ports 52965 and 52966 can be changed when installing the Deployment<br />

Service.<br />

TCP port <strong>13</strong>9, UDP port <strong>13</strong>7 and UPD port <strong>13</strong>8 must be open on the firewalls of all<br />

devices in the deployment environment to enable browsing of the network (NetBios)<br />

Please make sure that the policy to open the firewall ports has been applied on the server and all<br />

SIMS/FMS/Workstations before installing SOLUS 3. These firewall exceptions can be added<br />

manually to each workstation if necessary but will be very time consuming if you have many<br />

stations running SIMS/FMS/Discover<br />

More details in Appendix 2 (page 53/54)<br />

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INSTALLING SOLUS3 at Version 3.5.20<br />

1. Apply the policy to open the firewall ports on the server and all SIMS/FMS Workstations<br />

before installing SOLUS 3 (for manual instructions see page 53-54).<br />

NOTE: if you do not know how to write a policy to make these firewall changes, please contact<br />

the EIS Service Desk and ask for a call to be logged with the Technical Admin team.<br />

2. Create a new folder on the server within the SIMS folder called SOLUS3Setups. This Folder<br />

must be SHARED and System user must have Full Control to the share and also on<br />

security tab.<br />

3. Downloaded latest SOLUS 3 software from:<br />

http://dl.capitasolus.co.uk/Solus3Release/SOLUS3-3.5.20.ZIP (unzip password is<br />

$olu$3520). Unzip into a folder on the server i.e. \EIS_SIMS\SOLUS3.5.20<br />

4. Install the SOLUS 3 Deployment Server Database from the SOLUS3.5.20 folder, run<br />

SOLUS3Deploymentserverdatabase.exe<br />

Any items needing to be installed will be ticked – click the Install button to apply them (the<br />

items listed on your server may differ from those shown here)<br />

At the Welcome Page - click next<br />

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At the licence agreement screen, tick to accept the terms and click next<br />

Enter the Server Name and SQL Instance i.e. ADMIN-DC01\SIMS2008<br />

Select the option to Use a Trusted connection<br />

Click on Test Connection<br />

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At the SQL Server Connection was successful message click OK and then click Next - If the<br />

connection is not successful, please contact the <strong>EiS</strong> Service Desk before proceeding any further.<br />

At the Database Setup Screen – Do NOT setup a separate SQL account for SOLUS3 User<br />

Interface, just click on Next<br />

Click Install on the Ready to Install SOLUS3Deployment Server Database<br />

As the files install, a black DOS screen will be appear<br />

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Once completed the following screen will appear, click on Finish<br />

And then click OK at the SOLUS3 Deployment Server database installed successfully message<br />

5. Install SOLUS3 Deployment Service<br />

From the SOLUS3.5.20 folder, run SOLUS3Deploymentservice.exe. At the installer screen<br />

please click Install.<br />

Any items needing to be installed will be ticked – click the Install button to apply them (the<br />

items listed on your server may differ from those shown here).<br />

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At the SOLUS 3 Deployment Service Setup Wizard screen Click on next<br />

Tick to accept the terms and next to accept the terms and conditions<br />

Enter the Server Name and SQL Instance i.e. ADMIN-DC01\SIMS2008<br />

Select the option to Use a Trusted connection and click on Test connection<br />

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When the Connection Successful message appears on screen click OK and then Next to<br />

continue - If the connection is not successful, please contact the <strong>EiS</strong> Service Desk before<br />

proceeding any further.<br />

Leave port 52965 as default – and click on Next<br />

Enter the path to the .net Framework v4.0 support files - this will be located within the<br />

\EIS_SIMS\SOLUS3.5.20 folder created earlier (the path may differ from the screenshot below),<br />

click Next<br />

Install the SOLUS3 service to the default path of c:\program files\solus3\deploymentservice\ and<br />

then click Next to continue<br />

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Click on install to begin the installation<br />

Once the Deployment Service has completed successfully, click on Finish<br />

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At the SOLUS3 Deployment service installed successfully click OK<br />

6. Once installed please check under services that the “Solus 3 Deployment Service” has<br />

started<br />

7. Install SOLUS3 Deployment Server User Interface<br />

From the SOLUS3.5.20 folder, run SOLUS3DeploymentserverUI.exe - any items needing to<br />

be installed will be ticked – click the Install button to apply them (the items listed on your<br />

server may differ from those shown here)<br />

At the welcome screen click on Next<br />

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Tick the box to Accept the licence agreement and click on Next<br />

Enter the Servername and SQL Instance i.e. ADMIN-DC01\SIMS2008<br />

Use a Trusted connection and then click on the Test Connection button<br />

At the Successful connection message click on OK and then Next to continue<br />

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At the Setup Shortcuts Screen, tick both boxes – as below and click on next:<br />

Leave the destination folder for the User Interface as the default i.e. c:\program<br />

files\Solus3\DeploymentServerUI and then click Next<br />

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Click on Install to install the SOLUS3 User Interface<br />

Click on Finish at the completed screen<br />

And at the SOLUS3 Deployment Server UI installed successfully click OK<br />

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<strong>EiS</strong> <strong>Kent</strong> Information Notice <strong>13</strong>-<strong>E09</strong> <strong>V2</strong> June 20<strong>13</strong><br />

PART 2 - CONFIGURING SOLUS3<br />

Now that SOLUS3 has now been successfully installed, you need to configure the settings:<br />

1. Run the SOLUS3 Deployment Server UI from the server desktop<br />

Complete the registration settings in My Site for your school by entering the following:<br />

Enter the school DfE (no spaces) i.e. 8861234<br />

And the Post code (with a space) i.e. ME15 8AW<br />

Click on Verify and this will populate the address details<br />

NOTE 1: If you get an error message displayed – “unable to reach<br />

http://s3ws.capitasolus.co.uk/packageserverservice.svc”, try this url from a browser and then try<br />

the verify again<br />

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2. Once verified you need to register the site. Click on the Register button which displays<br />

the User credentials dialog - Enter the password (use the SA password) and<br />

confirmation password, SAVE and then Close<br />

NOTE 2: If you get a “primary key” error, click on the register button again and this should<br />

successfully register the site. If this does not work then check the machine keys access as per<br />

NB3 below.<br />

NOTE 3: If the administrator does not have full read/write access to the machine keys directory<br />

on the deployment server, they will be unable to register the site with Capita - See Appendix 1<br />

3. If your school is using a Proxy for internet connection then go to the Proxy Settings tab and<br />

complete, then Save and Close<br />

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Those schools not using a proxy just click Close and you should be at the main SOLUS3<br />

Setup Screen.<br />

For Medway schools using the Medway proxy please enter:<br />

Address: https://filtpol3.medway.org.uk<br />

Port: 8080<br />

Leave the domain, username and password blank.<br />

4. If the SOLUS3 Setup screen is not displayed, run the SOLUS3 UI from the desktop and go<br />

into SYSTEM SETTINGS and select SOLUS3 tab, if the fields are not already populated,<br />

they need to be competed as per the example in Screen shot below but using your own<br />

school server details:<br />

To complete the SOLUS3 tab enter details as follows:<br />

Adding the Deployment database host computer – if this field is not already populated click on<br />

Select computer, Browse network computers on the left hand side of the page, highlight the<br />

SIMS server (i.e. Admin-DC01) and click on Add (this moves the Servername to the bottom half<br />

of the screen) and then click on Save to take you back to the SOLUS3 tab.<br />

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Adding the Deployment database instance name – (if not already populated) manually enter<br />

the instance name i.e. \SIMS2008. NB you will need to add a \ before the instance name, and<br />

then click on the Save Settings button<br />

Adding the Deployment service host computer – (again , if not already populated), click on<br />

select computer, Browse network computers and then highlight the SIMS server and click on Add<br />

(which moves the Servername to the bottom half of the screen) and then click on Save.<br />

Please note you may only have the computer name showing (Admin-DC01) and not the full<br />

computer name plus domain as above.<br />

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Deployment server port – leave as default of 52965<br />

Agent port – leave as default of 52966<br />

Agent heartbeat – tick to poll every 5 mins<br />

Deployment server URL – leave as default i.e. net.tcp://Servername.domain:52965. You<br />

should only need to use this option if you have to manually install SOLUS3 agents on a<br />

workstation.<br />

5. Complete the Updates Tab (still under the system settings area)<br />

In the field Check for new updates make sure it is set to check every 30 minutes<br />

Under the section “Specify the network share where the SOLUS3 updates will be downloaded to”<br />

enter the Update Repository path (the path to the newly created “repository” folder called<br />

SOLUS3Setups - see point 2 on page 4) using the format of the UNC path i.e.<br />

\\Admin-dc01\sims shared$\SIMS\SOLUS3Setups and then click on Validate<br />

Auto download to repository - tick the box to allow auto downloads between preferred times<br />

i.e. 03:00 and 05:00<br />

Maximum concurrent connections – set to 5<br />

Tick the box to Auto download to agents, between your preferred times i.e.12:00 and 14:00<br />

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Once completed click on save, if the System configuration message is displayed click OK<br />

At the agent definitions message click ok<br />

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6. From the Main SOLUS3 UI select System Settings, then the Deployment Tab<br />

In the field for Task time out (minutes) enter 30<br />

And tick the box to Rollback deployment on failure<br />

Click on the Save button (if active) then click the Auto Deployment tab<br />

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7. Auto Deployment Tab (under System Settings)<br />

This tab is used to schedule upgrades to FMS / SIMS / Discover and the Deployment service –<br />

please leave this blank for now and click on the Alerts tab<br />

8. Alerts Tab<br />

In order for your System Manager to receive email notification that updates have been released<br />

or deployment plans has successfully completed, please enter the SMTP information<br />

Enter your SMTP details i.e. if you are using KCN enter SMTP.KCN.ORG.UK and port 25<br />

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<strong>EiS</strong> <strong>Kent</strong> Information Notice <strong>13</strong>-<strong>E09</strong> <strong>V2</strong> June 20<strong>13</strong><br />

If you are a Medway school using the Medway mail server enter<br />

mail.medway.org.uk and port 25<br />

And if you are a Bromley/Bexley school using LGFL2 please enter<br />

mailrelay.lgfl.org.uk and port 25.<br />

If your school is using its own mail server, enter the relevant details here.<br />

If you need to add a user name and password to access the mail server enter them in the<br />

relevant fields.<br />

Add the email address of the “person” who will send the SOLUS3 alert emails to the<br />

school – the sender email address does not have to be a proper email address, it can be a<br />

fictitious one i.e. solus3logs@yourschool.kent.sch.uk. – this way when the alert email appears in<br />

the users inbox it can easily be identified as coming from SOLUS3.<br />

Once the information has been entered, click on the Send Test Email button to make sure the<br />

connection is working.<br />

Now click on Save<br />

If you are taken back to the SOLUS3 main menu, select the System Settings, Alerts tab.<br />

Click on the Alert Settings button on the left hand side<br />

You will now need to setup the two email messages – one to notify of new updates and the<br />

second to email when a deployment plan status changes.<br />

Tick the box next to Update and then enter the email address of the person you want to receive<br />

these messages and the default message you want to send and click on save.<br />

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Next tick the box next to Distribute Deployment and then enter the email address of the<br />

person you want to receive these messages and the default message you want to send and click<br />

on save and close at the end of the screen<br />

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<strong>EiS</strong> <strong>Kent</strong> Information Notice <strong>13</strong>-<strong>E09</strong> <strong>V2</strong> June 20<strong>13</strong><br />

PART 3 - SETTING UP A DEFAULT INSTALLATION PATHS SO THAT SOLUS 3 CAN<br />

BE USED TO AUTO INSTALL SIMS / FMS<br />

Create a new folder within the network SIMS folder named “Default SOLUS 3 ini files”. Into this<br />

folder, copy the full version of the CONNECT.ini (from the \SIMS directory on the server), the<br />

FMSConnect.ini from the FMSSQL folder on the local C:\ drive of the server (i.e c:\program files<br />

(x86)\sims\fmssql) and the SIMS.ini file from C:\windows folder on the server.<br />

Once a copy of the SIMS.ini has been saved into this folder, remove the entries in the [Setup]<br />

area of this copy which points to the location of the SIMSDotNetDirectory and the<br />

FinanceDirectory<br />

[Setup]<br />

SIMSDirectory=S:\SIMS<br />

SIMSSetupsDirectory=S:\SIMS\Setups<br />

SIMSDotNetDirectory=C:\Program Files (x86)\sims\ remove this line<br />

SIMSSQLAppsDirectory=C:\Program Files (x86)\Microsoft SQL<br />

Server\MSSQL10_50.SIMS2008\MSSQL\Binn<br />

Folder=SIMS Applications<br />

FinanceDirectory=C:\Program Files (x86)\SIMS\FMSSQL -remove this line<br />

From the main SOLUS3 menu, go to System Settings, select Workstation Settings from the<br />

left hand side of the screen, and then click on the SIMS.ini tab<br />

You do not need to add the installation path for SIMS or FMS if you are using the default paths –<br />

SOLUS3 is intuitive and will work out via the network BIOS whether the pc is 32 or 64 bit and will<br />

install to the relevant location accordingly (i.e C:\Program Files\SIMS\SIMS .net or C:\Program<br />

Files(x86)\SIMS\SIMS .net)<br />

SIMS.ini Tab<br />

Click on the browse button (…) next to the default SIMS.ini path and browse to the location of<br />

the previous saved SIMS.ini file (D:\Administration\SIMS Shared\SIMS\Default SOLUS 3 ini files),<br />

click on Save then click OK to the target definitions message.<br />

Connect.ini<br />

Click on the Connect.ini tab<br />

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Default connect.ini file path - browse to the location of the previously saved connect.ini file<br />

(S:\SIMS\ Default SOLUS 3 ini files)<br />

Do not tick the box “if all entries in the local connect.ini file should be overwritten tick this box”<br />

Do not tick to Redirect or enter anything in the redirect file location as you have selected to use<br />

a default connect.ini<br />

The Server\Instance name i.e. Admin-dc01\sims2008 and database name i.e. SIMS will be<br />

displayed below<br />

Click on the Connection type drop down and select undefined (if not already selected)<br />

Click on Save<br />

At the message “target definitions have been saved” click OK<br />

Now click on the FMSConnect.ini tab<br />

Default FMSconnect.ini path - browse to the location of the previously saved default<br />

FMSConnect.ini (S:\SIMS\ Default SOLUS 3 ini files)<br />

Do not tick the box “if all entries in the local connect.ini file should be overwritten tick this box”<br />

Do not tick to Redirect or enter anything in the redirect file location as you have selected to use<br />

a default FMSConnect.ini<br />

As you have added a default FMSConnect.ini the Server\Instance name i.e. Admindc01\sims2008<br />

and Database name i.e. CCSFMS, will be displayed below, Click Save<br />

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At the message “target definitions have been saved” click OK<br />

Click Close<br />

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PART 4 - You now need to setup the SIMS/ FMS/ Discover Channels<br />

From the main SOLUS3 User Interface, go into SOLUS3 Agents and select Update<br />

Environment from the menu on the left hand side<br />

Select the SIMS channel from the drop down list on the left hand side of the screen. Here you<br />

will need to go through each option listed and add details of the SIMS SQL Server, SIMS<br />

Database, SIMS Document Management Server, SIMS File server and all SIMS workstations.<br />

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1. Add the SIMS SQL Server:<br />

In the section SIMS SQL Server, click on the Select Computers button – click on Browse for<br />

SQL Servers and the following will be displayed (your screen may display different information) :<br />

Click on the Browse network computers, highlight your SIMS SQL server i.e. Admin-DC01<br />

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Click on the Add button and the servername will drop down to the bottom half of the screen<br />

When you click on Save you will be prompted to enter the SIMS SQL Server Parameters:<br />

At the bottom of the page, enter the instance name and the SQL Binn folder i.e. SIMS2008 (no<br />

\ before it ) and d:\administration\server applications\ms sql server<br />

2008\mssql10_50.sims2008\mssql\binn, and then click on Save (underneath the Instance name)<br />

and the instance name and Binn folder location will appear at the top of the page next to the<br />

computer name and instance.<br />

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Next click on save at the bottom of the screen - at this point you will need to enter the server<br />

domain name and the administrators username and password i.e. admin\administrator<br />

Click Save.<br />

At the message “target definitions have been saved” click ok<br />

2. Add the SIMS Database:<br />

From the Target Definitions screen go to thte SIMS Database section, click on the Select<br />

Computers button, Click on Add, then highlight the SQL Server name i.e. Admin-DC01, click<br />

on the Add button underneath the server name and the computer name moves to the lower half<br />

of the screen – under Selected SIMS SQL Server Definiton<br />

Click on Save<br />

You will now be prompted to insert the SIMS database parameters.<br />

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Manually enter the database name (usually SIMS), the SA userid and the SA password and<br />

click on Save (under the password). Again, the database name and SA username will appear at<br />

the top of the page. If you have more than one SIMS database you can repeat this process to<br />

add your second database.<br />

Click on Save at the bottom of the screen<br />

At the message “target definitions have been saved” click ok<br />

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3. Add SIMS workstations:<br />

From the Target Definitions screen go to the SIMS Workstation section, click on the Select<br />

Computers button, Click on the Add button<br />

then Click on Browse Network Computers (on the left hand side), to show list of workstation not<br />

currently part of the S3 environment for SIMS workstations.<br />

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Highlight the one(s) you want to add as a SIMS workstation/agent (including the server) and<br />

click on ADD. The selected workstations move to the lower half of the screen and then click on<br />

the SAVE button to keep the changes.<br />

NOTE: – if you are wanting to add workstations from a different domain, please change the<br />

domain name on the left hand side of the screen under filters (you may be prompted to enter the<br />

administrator credentials for the curriculum domain i.e. curric\administrator)<br />

Once saved the SIMS workstations will be displayed and you will be prompted to enter the path<br />

for the locally installed SIMS .net program files:<br />

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Do not enter an installation path as new SIMS installs will go to the default path, just click on<br />

Save, enter the Domain name\Administrator user id and password and click ok to the<br />

message and at the message “target definitions have been saved” click ok<br />

4. Add the SIMS Document Server:<br />

From the Target Definitions screen go to the SIMS DMS section, click on the Select Computers<br />

button.<br />

Click on Add, click on Browse Network Computers (left hand side of the screen), highlight the<br />

servername i.e Admin-DC01, click on the Add button in the middle of the screen (the server<br />

name will move to the lower half of the screen)<br />

Click on the save button at the bottom of the screen<br />

Again you do not need to add the path to the SIMS Document Server as it should have been<br />

installed into i.e. c:\program files\sims .net document server.<br />

Click on Save then close.<br />

5. Add the SIMS File Server<br />

From the Target Definitions screen go to the SIMS File Server section, click on the Select<br />

Computers button.<br />

Click on Add, click on Browse network computers, highlight the server i.e. Admin-DC01 and<br />

click on Add in the middle of the screen.<br />

Click Save<br />

Enter the path to the shared SIMS files i.e d:\administration\sims shared\sims, and click on Save<br />

(underneath the installation location) and then click on Save at the bottom of the page.<br />

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Click on ok and at the message “target definitions have been saved” click ok<br />

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If you use FMS you will now need to Setup the FMS Database, FMS SQL server and<br />

Workstations.<br />

Select the FMS Channel from the drop down list on the left hand side of the screen. Here you<br />

will need to go through each option listed and add details of the FMS SQL Server, FMS Database<br />

and all FMS workstations<br />

1. Add the FMS SQL Server<br />

Firstly setup the FMS SQL Server by clicking on the Select Computers button, click on Browse<br />

for SQL servers, then browse for network computers and select the computer that has SQL<br />

installed – highlight the SQL Server, Click on Add then Save.<br />

At the bottom of the screen, enter the Instance Name i.e. SIMS2008 and the location of the<br />

Binn folder i.e. D:\administration\server applications\ms sql server<br />

2008\mssql10_50.sims2008\mssql\Binn.<br />

Click on the Save button under the Instance name and then click the Save at the bottom of the<br />

screen.<br />

At the message “target definitions have been saved” click ok<br />

2. Setup the FMS database<br />

From the Target Definitions screen select the FMS Database section click on the select<br />

computers button, click Add, highlight the server, click on Add and then Save<br />

Now add the FMS database(s) – at the bottom of the screen enter the FMS Database Name i.e.<br />

CCSFMS<br />

Enter the username of SA and enter your SQL 2008 SA password into the password and<br />

confirm password fields and click on Save (under the password), and Save again (at the bottom<br />

of the screen).<br />

Click OK at Target Definition message.<br />

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If you have more than one FMS database you will need to go through the above process<br />

again and add the second database name, add username sa and password and Save.<br />

3. Add the FMS workstations<br />

From the Target Definitions screen select the FMS Workstation section click on the Select<br />

computers button.<br />

Click on the Add button, Browse Network Computers (on the left hand side) to browse to the<br />

workstations – highlight those to use FMS (including the server) and click on Add to move the<br />

name top the lower half of the screen<br />

You may need to Browse AD computers to find any FMS stations not found in Browse Network<br />

Computers, click Administration | Computers | Workstations then Browse Computers<br />

button, select by clicking Add any stations running FMS.<br />

Click on Save (you do not need to enter anything in the Installation path as FMS is installed to<br />

the default location).<br />

Save again.<br />

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At the message “target definitions have been saved” click ok.<br />

If your school does not currentely have Discover installed you can click on Close and exit the<br />

target definitions area.<br />

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If you have Discover installed you will also need to setup the Discover Channel<br />

Please note, if you are not yet using Discover we would recommend that you do not install it at<br />

the time of the SOLUS3 setup – we would suggest waiting until SOLUS3 is up and running and<br />

then contact <strong>EiS</strong> for installation information on Discover.<br />

For those schools who have Discover installed, Select the SIMS- Discover Channel from the<br />

drop down list on the left hand side of the screen.<br />

Here you will need to go through each option listed and add details of the Discover Database,<br />

Discover Windows Services and Discover Clients<br />

1. Add the Discover Database – first click on Select Computer<br />

In Section 1, Computer name – click on the Select computer button then browse network<br />

computers (on the left hand side), highlight the admin server i.e. Admin-DC01. Click on the<br />

Add button in the middle of the screen, the Servername moves to the bottom half of the screen,<br />

click on Save<br />

Now enter the Instance Name i.e. SIMS2008 and the Discover Database name i.e. Discover.<br />

Leave the radio button in Use trusted connection (windows authentication)<br />

If the details for the SIMS database this Discover database relates to are not already<br />

populated, enter the SQL Server name by clicking on Select computer button and browsing to<br />

the admin server i.e. Admin-DC01.<br />

Enter the Instance name i.e. SIMS2008 and the name of the SIMS database that is linked to the<br />

Discover database i.e. SIMS.<br />

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Click on Save<br />

At the message “target definitions have been saved” click OK<br />

2. Setup Discover Windows services definitions<br />

a) In the Discover Windows Services section click on Select Computers and in Panel 1<br />

click Select Computer button and browse to the Admin server by clicking Browse<br />

Network Computers button, highlight Admin server i.e. Admin-dc01 and click Add then<br />

Save.<br />

Enter the installation path of C:\Program Files\SIMS\Discover Services<br />

b) Panel 2 named Enter credentials for the data transfer service account and for Panel 3<br />

named Discover group synch service account make sure the option to Use built in<br />

account and select NT Authority\System Service is selected from the drop down arrow.<br />

c) In Panel 4 enter the time set for the Discover Data transfer & User synch scheduled<br />

task to run<br />

d) Panel 5 If the section Select the Discover database this service relates to if not<br />

populated, browse to the SQL server i.e. Admin-dc01, enter the Instance name i.e.<br />

SIMS2008 and the Database name i.e. Discover, and click on Save.<br />

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At the message “target definitions have been saved” click OK.<br />

3. Setup the Discover Clients<br />

In the Discover Client section click on the Select Computers button, click on the Add button,<br />

Browse network computers, highlight the workstation(s) that run Discover (including the<br />

server) and click on Add, this will move those selected to the bottom half of the screen, now click<br />

on Save.<br />

It may be necessary to Browse AD Computers, go to Administration | Computers |<br />

Workstations then click Browse computers button select any other workstations running<br />

Discover by highlighting and clicking Add and then Save<br />

Panel 2 named - Enter the installation path for the Discover client to use - Leave the<br />

installation path for the Discover client blank and SOLUS 3 will use the default path<br />

Panel 3 named - Select the Discover Databse the client definitions relate to - If not already<br />

populated, browse to the server with SQL 2008 installed, i.e Admin-DC01, enter the Instance<br />

name i.e. SIMS2008 and the Discover Database name i.e. Discover<br />

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Click on Save, you may be prompted to enter the domain administrators credentials i.e<br />

admin\administrator<br />

At the message “target definitions have been saved” click OK<br />

Click on CLOSE<br />

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PART 5 - ENABLE SOLUS3<br />

Once the setup is complete you will need to Enable SOLUS 3, from the main SOLUS3 screen<br />

click on the System Settings button and then click on the button Click here to enable Solus3<br />

Click Yes to activate the service<br />

Click on Save<br />

PART 6 - BACKING UP THE NEW SOLUS3 DATABASE<br />

Once you have installed SOLUS3, you will have to edit your daily backup routine to include trhe<br />

new SOLUS3 database (solus3_deployment_server.mdf and solus3_deployment_server.ldf )<br />

If your school is using Attix 5 please contact <strong>EiS</strong> as we will need to edit the plug-in settings for<br />

you.<br />

PART 7 – “DISABLE SOLUS2”<br />

Now that SOLUS3 has been installed you do not need to use SOLUS2 any more. To stop<br />

confusion, with the setup files and the repository files in the SIMS folder, it is recommnded that<br />

you rename the network SIMS\Setups folder to Setups pre SOLUS3.<br />

Once this has been done you can also rename the “update and run solus” icon on the server to<br />

“Do Not Use update and run solus”.<br />

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PART 8 - THINGS TO CHECK AFTER INSTALLING SOLUS 3<br />

Check workstations are showing correct versions of both SIMS & FMS (& Discover if already<br />

installed).<br />

From the main SOLUS3 menu select SOLUS3 Agents:<br />

Each workstation that was added as a SIMS/FMS or Discover workstation in the setup process<br />

should be listed in this Deployment environment<br />

Check to make sure each workstation listed has the correct agent version listed i.e. 3.5.20 and<br />

the Agent status of “on line”.<br />

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If the Agent version number next to the workstation name is blank or the message panel shows<br />

installation failed, you can try re-installing the agent on the workstation by highlighting it and<br />

clicking on the Reinstall Agent button on the left hand side of the screen.<br />

If the Agent Status is showing as offline, please make sure the workstation is switched on and<br />

then try reinstalling the agent as above.<br />

As a further check, you can also highlight each station and server in turn and check the software<br />

versions installed by clicking View Agent Details (from the panel on the left hand side)<br />

Under the targets tab you will see what version of the SIMS/FMS/Discover client is installed on<br />

the workstation and also the version of the SOLUS 3 agent that has been installed<br />

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PART 9 - CHECKING FOR UPDATES / PATCHES IN SOLUS3<br />

In the original setup we had setup Solus3 to check for updates and auto download them. But, if<br />

you want to force SOLUS3 to check for updates you will need to go to Manage Updates from<br />

the main SOLUS3 menu<br />

All previous updates that have been allocated/downloaded to the school will be listed.<br />

In the first part of the setup, SOLUS3 was set to auto download updates from the server, but if an<br />

update is not showing on this list, you can force SOLUS to check for updates by clicking on the<br />

Check for new updates button. A message will be displayed showing any new updates found:<br />

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In this example, SOLUS3 has found an update to the deployment service, but it could be that<br />

FMS and SIMS upgrades are found. The new update(s) will be displayed in the list:<br />

Download the update file to the repository<br />

Before you can deploy the update, you need to download it – highlight the update and click on the<br />

Download Selected update button. When the file has successfully downloaded, the status will<br />

show as Downloaded.<br />

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Scheduling an update to run overnight<br />

To schedule this update to run automatically overnight; first check the time the nightly Attix5<br />

/scheduled backup will be running so that the update can be applied after this.<br />

From the Main SOLUS3 menu select the System Settings button and then the Auto<br />

Deployment tab:<br />

This example shows how to schedule an update to the SOLUS3 Deployment Service but<br />

the same process can be applied to SIMS/FMS/Discover updates.<br />

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Tick the module you want to update i.e. Deployment Service, enter the time span for the<br />

update to run (need to add at least a two hour slot) then tick the day you want the update to<br />

apply and click on Save.<br />

Once saved click on Close and exit the SOLUS3 console<br />

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How to Check the update has applied successfully<br />

The upgrade will apply overnight at the time specified but you need to check the upgrade has<br />

completed successfully.<br />

From the main SOLUS3 menu select Deployment History - highlight the upgrade and make sure<br />

it is showing as Successful.<br />

If the update was not successful you can re-deploy the update again by highlighting the<br />

element that failed and clicking on Deploy now (please make sure all users are out of<br />

SIMS/FMS).<br />

Where the workstation upgrade has failed on a station(s), you can click on the symbol next to<br />

the workstation and select the stations which did not upgrade and redeploy the workstation files.<br />

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Appendix 1<br />

Ensuring Access to the MachineKeys Directory<br />

If the Administrator does not have full read and write access to the MachineKeys directory on the<br />

Deployment Sever, they will be unable to register the site with Capita SIMS. If the administrator<br />

does not have the correct access privileges, the following error occurs during the site registration<br />

process: Unable to register site error. An error occurred saving the Deployment Service security<br />

keys, please contact your local support unit. Access is denied. To prevent this error during<br />

registration, complete the following procedure:<br />

<br />

<br />

<br />

<br />

<br />

<br />

On the machine that hosts the Deployment Service, navigate to the C:\drive.<br />

From the Tools menu, select Folder Options.<br />

Select the View tab.<br />

In the Advanced Settings list, select the Show hidden files and folder option via Files<br />

and Folders | Hidden files and folders.<br />

Click the Apply button.<br />

Click the OK button.<br />

From the root of the C:\ drive, navigate to the RSA directory. For Windows Server 2008,<br />

Windows Server 2008 RS, Windows 7 and Windows Vista, this is accessed via<br />

ProgramData | Microsoft | Crypto. For Windows Server 2003 and Windows XP, this is<br />

accessed via Documents and Settings | all users | Application Data | Microsoft |<br />

Crypto | RSA | MachineKeys.<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

In the RSA folder, right-click the MachineKeys folder then select Properties from the popup<br />

menu.<br />

In the MachineKeys Properties dialog, select the Security tab.<br />

Click the Edit button.<br />

In the Group or user name panel, select the Administrators group.<br />

In the Permissions for Administrators panel, select the Full control check box in the<br />

Allow column.<br />

Click the Apply button.<br />

Click the OK button.<br />

Click the OK button again to exit the MachineKey Properties dialog.<br />

Try and register the establishment again with the Capita SIMS servers.<br />

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Appendix 2<br />

Firewall Settings for XP Workstations<br />

Run all of these dos commands to setup the local firewall for SOLUS 3 to work and still allow the<br />

firewall to be turned on. If you set these commands to run as a batch file, you will need to copy<br />

the file to the workstation and run it from there<br />

Please note that this has locked down the changes so that the PC only talks to the SIMS\SOLUS<br />

3 server which is 192.168.1.1 - this would need to be changed to your schools SIMS\SOLUS 3<br />

server IP.<br />

These commands can be setup to run as a batch file but you, you will need to copy the file to the<br />

workstation and run it from there.<br />

netsh firewall set portopening protocol = TCP port = 52965 name = SOLUS-3-DS scope =<br />

CUSTOM addresses = 192.168.1.1<br />

netsh firewall set portopening protocol = TCP port = 52966 name = SOLUS-3-AGENT scope =<br />

CUSTOM addresses = 192.168.1.1<br />

netsh firewall set portopening protocol = TCP port = 8739 name = SOLUS-3--AGENT-UI scope =<br />

CUSTOM addresses = 192.168.1.1<br />

netsh firewall set service type = REMOTEADMIN mode = ENABLE scope = CUSTOM addresses<br />

= 192.168.1.1<br />

netsh firewall set notifications DISABLE<br />

netsh firewall set service type = FILEANDPRINT mode = ENABLE<br />

This is the outcome of the DOS commands:<br />

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Firewall Settings for Windows 7 workstations:<br />

Run all of these dos commands to setup the local firewall for SOLUS 3 to work and still allow the<br />

firewall to be turned on.<br />

Please note that this has locked down the changes so that the PC only talks to the SIMS\SOLUS<br />

3 server which is 192.168.1.1 - this would need to be changed to your schools SIMS\SOLUS 3<br />

server IP.<br />

These commands can be setup to run as a batch file but you, you will need to copy the file to the<br />

workstation and run it from there<br />

netsh firewall set notifications DISABLE<br />

netsh firewall set service type = FILEANDPRINT mode = ENABLE scope = CUSTOM addresses<br />

= 192.168.1.1<br />

netsh firewall set portopening protocol = TCP port = 52965 name = SOLUS-3-DS scope =<br />

CUSTOM addresses = 192.168.1.1<br />

netsh firewall set portopening protocol = TCP port = 52966 name = SOLUS-3-AGENT scope =<br />

CUSTOM addresses = 192.168.1.1<br />

netsh firewall set portopening protocol = TCP port = 8739 name = SOLUS-3--AGENT-UI scope =<br />

CUSTOM addresses = 192.168.1.1<br />

netsh firewall set service type = REMOTEADMIN mode = ENABLE<br />

The outcome of these commands will show as :<br />

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