WorkEngine v3.x Installation Guide - EPM Live

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Table of Contents Prerequisites ................................................................................................................................................. 3 Required Information prior to the installation: ............................................................................................ 3 1. Application Installation Steps: .............................................................................................................. 4 2. Central Administration Configuration: .................................................................................................. 8 3. Creating a Site Collection: ..................................................................................................................... 9 4. Creating a Reporting Database: ............................................................................................................ 9 5. Run the Reporting Configuration Wizard:........................................................................................... 10 6. Retraction Steps .................................................................................................................................. 10 7. Additional Resources .......................................................................................................................... 10 EPM Live v3.x Installation Guide Page 2
Prerequisites 1. Microsoft Windows SharePoint Services 3.0 or Microsoft Office SharePoint Server 2007 (MOSS) with SP1 needs to be installed and configured per one of Microsoft’s supported architectures. Components of WorkEngine will be installed on all web servers in the farm. The latest supported SharePoint updates are not required but strongly recommended. 2. Microsoft SQL Server 2005 SP2 (Standard or Enterprise) or Microsoft SQL Server 2008 (Standard or Enterprise) 3. The user installing WorkEngine will need temporary SQL Server Admin rights or at least db creator rights. 4. The Application Pool used for SharePoint must be running under an actual user account and not the Local Service or Network Service account. 5. SQL Server Reporting Services (SSRS) 2008 in Integrated Mode Other configurations may work but are not supported in WorkEngine. NOTE: SSRS 2008 can be configured with SQL Server 2005 data base engine. If you are not using SSRS 2008 you may want to remove the reporting services reports web part from the report center page as well as the reports page in the project workspaces as this web part will error. If using NTLM Authentication: The SQL Server Reporting Services (SSRS) application must be installed on one of the web servers in your SharePoint Farm. Although the SSRS application needs to be installed on one of the web servers in your farm, the database for SSRS should still reside in the farm’s SQL Server environment. Kerberos can be configured and used to resolve the .NET double-hop issue if SSRS must be installed on a server other than one of the SharePoint web servers in the farm. If using Kerberos Authentication: The SQL Server Reporting Services (SSRS) application must be installed on a server within the same domain. 6. Depending on the amount of customizations to the web pages, SharePoint Designer 2007 may need to be installed in order to make customizations to the web pages. Required Information prior to the installation: 1. The Web Application on which you want to install. 2. The URL of the SharePoint server. For example, https://my.epmlive.com 3. Database Server and authentication information - This is used to create the WorkEngine database in SQL Server. This information is not necessary if using Windows Authentication to create the WorkEngine database. 4. Reporting Services URL - This is the full URL to the report server instance. For example, https://my.epmlive.com/reportserver. Prior to the installation, validate that SSRS has been successfully installed by browsing to it and viewing a page as shown below. EPM Live v3.x Installation Guide Page 3
Page 1: WorkEngine v3.x Installation Guide
Page 5 and 6: 4. Click on Next to begin the insta
Page 7 and 8: SharePoint Settings: Web Applicatio
Page 9 and 10: WorkEngine support at support@epmli

WorkEngine v3.x Installation Guide - EPM Live

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