29
CoroPlus Application Manager and ToolLibrary Installation Guide 1 Application Manager and ToolLibrary V1.8.1 and later Installation Guide July 2017 Sandvik Coromant is not obliged to announce modifications of the document on beforehand. Product names are used without a guarantee of free disposal. All rights reserved: no parts of this publication may be reproduced or transmitted by any means, electronic, mechanical photocopying or otherwise, without prior permission of Sandvik Coromant. Text and graphics have been edited very carefully, however, errors cannot be excluded. © 2017 Sandvik Coromant. All rights reserved.

Installation Guide - sandvik.coromant.com · CoroPlus Application Manager and ToolLibrary Installation Guide 6 1.3 Installation 1.4 Starting the Installation Process Double click

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CoroPlus Application Manager and ToolLibrary Installation Guide 1

Application Manager and ToolLibrary

V181 and later

Installation Guide July 2017

Sandvik Coromant is not obliged to announce modifications of the document on beforehand Product names are used without a guarantee of free disposal

All rights reserved no parts of this publication may be reproduced or transmitted by any means electronic mechanical photocopying or otherwise without prior permission of Sandvik Coromant

Text and graphics have been edited very carefully however errors cannot be excluded

copy 2017 Sandvik Coromant All rights reserved

CoroPlus Application Manager and ToolLibrary Installation Guide 2

Contents

Contents 2

Preface 4

CoroPlus Application Manager 4

Online versus Offline Installation 4

10 CoroPlus Application Manager Installation Guide 5

11 System Requirements for the CoroPlus Application Manager 5

12 Prerequisites 5

13 Installation 6

14 Starting the Installation Process 6

141 Installation of the Prerequisites for the CoroPlus Application Manager 6

142 Installation of the CoroPlus Application Manager 7

20 Overview of the CoroPlus Application Manager 8

21 Initial Screen 8

22 Settings 9

221 Installation Source 9

222 Installation Mode 9

23 Installation of new Applications 10

24 Modification of already installed applications 11

25 Uninstallation of installed Applications 12

30 CoroPlus ToolLibrary Installation 13

31 System Requirements 13

32 Prerequisites 13

33 Licensing 13

34 Installation 14

341 Starting the Installation Process 14

342 Installing the CoroPlus ToolLibrary 14

343 Installation Options for the CoroPlus ToolLibrary 15

344 Installation-Process 18

40 Modification of an already installed CoroPlus ToolLibrary 19

41 Creation of additional Clients for the CoroPlus ToolLibrary 19

42 Modification of the Server 19

50 Update of the CoroPlus ToolLibrary 20

60 Uninstallation of the CoroPlus ToolLibrary 22

70 Reinstallation of the CoroPlus ToolLibrary 24

Appendix A Using an existing SQL instance 25

Before the installation 25

Install 25

Update 25

Modify 25

CoroPlus Application Manager and ToolLibrary Installation Guide 3

Uninstall 25

SQL instance readiness checklist 25

Permission setup checklist 26

CoroPlus Application Manager and ToolLibrary Installation Guide 4

Preface

CoroPlus Application Manager The CoroPlus Application Manager is the platform under which the CoroPlus ToolLibrary application and other possible future CoroPlus applications are designed to run It only has to be installed once and will then be updated with future releases of the applications it is handling To install the ToolLibrary you first have to install the application manager which then in turn will handle the installation future update or uninstallation of the ToolLibrary

Online versus Offline Installation Generally it is recommended to use the online installation This ensures you will stay up to date with your ToolLibrary as the updates are automatically offered as soon as they are available Choose the Offline installation package if you have tight security an unstable connection or a very slow download speed By downloading and installing the offline package the complete installation package is downloaded at once and then stored and executed from your chosen location The online on package however will download only an initial stub and then continue downloading any needed packages during installation This might lead to installation failures depending on your setup The disadvantage of the offline package is that you must check for updates yourself Apart from this the installation is the same

CoroPlus Application Manager and ToolLibrary Installation Guide 5

10 CoroPlus Application Manager Installation Guide

11 System Requirements for the CoroPlus Application Manager Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

12 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus Application Manager application will be automatically installed

by the CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

CoroPlus Application Manager and ToolLibrary Installation Guide 6

13 Installation

14 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while)

141 Installation of the Prerequisites for the CoroPlus Application Manager As the NET framework is a prerequisite for the application manager it will be installed first if needed

Accept the license agreement and the installation of the net environment will start Note Once the NET Framework is installed successfully you might have to restart your computer before you can continue with the installation If a restart is required the CoroPlus Application Manager might not be

automatically launched after the restart In this case you need to start it from the Start Menu in order to

proceed with the installation

If restart is not required the installation procedure will continue automatically with the installation of the CoroPlus Application Manager

CoroPlus Application Manager and ToolLibrary Installation Guide 7

142 Installation of the CoroPlus Application Manager If you wish to change the installation language click on the text next to the flag and choose the desired language

Then choose the installation path for the Application Manager and Tool Library To start the Installation accept the end user license agreement and click on the Install Button

Once the installation is finished the CoroPlus Application Manager will be started and the initial screen displayed

CoroPlus Application Manager and ToolLibrary Installation Guide 8

20 Overview of the CoroPlus Application Manager

21 Initial Screen The initial screen consists of two sections

ldquoYour appsrdquo section where all already installed applications are displayed

ldquoOther available appsrdquo section containing other (not yet installed) applications which can optionally be

installed by the user

On the bottom right hand corner of the initial screen is the ldquoSettingsrdquo button which can be used to set the

installation source and the installation Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 2

Contents

Contents 2

Preface 4

CoroPlus Application Manager 4

Online versus Offline Installation 4

10 CoroPlus Application Manager Installation Guide 5

11 System Requirements for the CoroPlus Application Manager 5

12 Prerequisites 5

13 Installation 6

14 Starting the Installation Process 6

141 Installation of the Prerequisites for the CoroPlus Application Manager 6

142 Installation of the CoroPlus Application Manager 7

20 Overview of the CoroPlus Application Manager 8

21 Initial Screen 8

22 Settings 9

221 Installation Source 9

222 Installation Mode 9

23 Installation of new Applications 10

24 Modification of already installed applications 11

25 Uninstallation of installed Applications 12

30 CoroPlus ToolLibrary Installation 13

31 System Requirements 13

32 Prerequisites 13

33 Licensing 13

34 Installation 14

341 Starting the Installation Process 14

342 Installing the CoroPlus ToolLibrary 14

343 Installation Options for the CoroPlus ToolLibrary 15

344 Installation-Process 18

40 Modification of an already installed CoroPlus ToolLibrary 19

41 Creation of additional Clients for the CoroPlus ToolLibrary 19

42 Modification of the Server 19

50 Update of the CoroPlus ToolLibrary 20

60 Uninstallation of the CoroPlus ToolLibrary 22

70 Reinstallation of the CoroPlus ToolLibrary 24

Appendix A Using an existing SQL instance 25

Before the installation 25

Install 25

Update 25

Modify 25

CoroPlus Application Manager and ToolLibrary Installation Guide 3

Uninstall 25

SQL instance readiness checklist 25

Permission setup checklist 26

CoroPlus Application Manager and ToolLibrary Installation Guide 4

Preface

CoroPlus Application Manager The CoroPlus Application Manager is the platform under which the CoroPlus ToolLibrary application and other possible future CoroPlus applications are designed to run It only has to be installed once and will then be updated with future releases of the applications it is handling To install the ToolLibrary you first have to install the application manager which then in turn will handle the installation future update or uninstallation of the ToolLibrary

Online versus Offline Installation Generally it is recommended to use the online installation This ensures you will stay up to date with your ToolLibrary as the updates are automatically offered as soon as they are available Choose the Offline installation package if you have tight security an unstable connection or a very slow download speed By downloading and installing the offline package the complete installation package is downloaded at once and then stored and executed from your chosen location The online on package however will download only an initial stub and then continue downloading any needed packages during installation This might lead to installation failures depending on your setup The disadvantage of the offline package is that you must check for updates yourself Apart from this the installation is the same

CoroPlus Application Manager and ToolLibrary Installation Guide 5

10 CoroPlus Application Manager Installation Guide

11 System Requirements for the CoroPlus Application Manager Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

12 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus Application Manager application will be automatically installed

by the CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

CoroPlus Application Manager and ToolLibrary Installation Guide 6

13 Installation

14 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while)

141 Installation of the Prerequisites for the CoroPlus Application Manager As the NET framework is a prerequisite for the application manager it will be installed first if needed

Accept the license agreement and the installation of the net environment will start Note Once the NET Framework is installed successfully you might have to restart your computer before you can continue with the installation If a restart is required the CoroPlus Application Manager might not be

automatically launched after the restart In this case you need to start it from the Start Menu in order to

proceed with the installation

If restart is not required the installation procedure will continue automatically with the installation of the CoroPlus Application Manager

CoroPlus Application Manager and ToolLibrary Installation Guide 7

142 Installation of the CoroPlus Application Manager If you wish to change the installation language click on the text next to the flag and choose the desired language

Then choose the installation path for the Application Manager and Tool Library To start the Installation accept the end user license agreement and click on the Install Button

Once the installation is finished the CoroPlus Application Manager will be started and the initial screen displayed

CoroPlus Application Manager and ToolLibrary Installation Guide 8

20 Overview of the CoroPlus Application Manager

21 Initial Screen The initial screen consists of two sections

ldquoYour appsrdquo section where all already installed applications are displayed

ldquoOther available appsrdquo section containing other (not yet installed) applications which can optionally be

installed by the user

On the bottom right hand corner of the initial screen is the ldquoSettingsrdquo button which can be used to set the

installation source and the installation Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 3

Uninstall 25

SQL instance readiness checklist 25

Permission setup checklist 26

CoroPlus Application Manager and ToolLibrary Installation Guide 4

Preface

CoroPlus Application Manager The CoroPlus Application Manager is the platform under which the CoroPlus ToolLibrary application and other possible future CoroPlus applications are designed to run It only has to be installed once and will then be updated with future releases of the applications it is handling To install the ToolLibrary you first have to install the application manager which then in turn will handle the installation future update or uninstallation of the ToolLibrary

Online versus Offline Installation Generally it is recommended to use the online installation This ensures you will stay up to date with your ToolLibrary as the updates are automatically offered as soon as they are available Choose the Offline installation package if you have tight security an unstable connection or a very slow download speed By downloading and installing the offline package the complete installation package is downloaded at once and then stored and executed from your chosen location The online on package however will download only an initial stub and then continue downloading any needed packages during installation This might lead to installation failures depending on your setup The disadvantage of the offline package is that you must check for updates yourself Apart from this the installation is the same

CoroPlus Application Manager and ToolLibrary Installation Guide 5

10 CoroPlus Application Manager Installation Guide

11 System Requirements for the CoroPlus Application Manager Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

12 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus Application Manager application will be automatically installed

by the CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

CoroPlus Application Manager and ToolLibrary Installation Guide 6

13 Installation

14 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while)

141 Installation of the Prerequisites for the CoroPlus Application Manager As the NET framework is a prerequisite for the application manager it will be installed first if needed

Accept the license agreement and the installation of the net environment will start Note Once the NET Framework is installed successfully you might have to restart your computer before you can continue with the installation If a restart is required the CoroPlus Application Manager might not be

automatically launched after the restart In this case you need to start it from the Start Menu in order to

proceed with the installation

If restart is not required the installation procedure will continue automatically with the installation of the CoroPlus Application Manager

CoroPlus Application Manager and ToolLibrary Installation Guide 7

142 Installation of the CoroPlus Application Manager If you wish to change the installation language click on the text next to the flag and choose the desired language

Then choose the installation path for the Application Manager and Tool Library To start the Installation accept the end user license agreement and click on the Install Button

Once the installation is finished the CoroPlus Application Manager will be started and the initial screen displayed

CoroPlus Application Manager and ToolLibrary Installation Guide 8

20 Overview of the CoroPlus Application Manager

21 Initial Screen The initial screen consists of two sections

ldquoYour appsrdquo section where all already installed applications are displayed

ldquoOther available appsrdquo section containing other (not yet installed) applications which can optionally be

installed by the user

On the bottom right hand corner of the initial screen is the ldquoSettingsrdquo button which can be used to set the

installation source and the installation Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 4

Preface

CoroPlus Application Manager The CoroPlus Application Manager is the platform under which the CoroPlus ToolLibrary application and other possible future CoroPlus applications are designed to run It only has to be installed once and will then be updated with future releases of the applications it is handling To install the ToolLibrary you first have to install the application manager which then in turn will handle the installation future update or uninstallation of the ToolLibrary

Online versus Offline Installation Generally it is recommended to use the online installation This ensures you will stay up to date with your ToolLibrary as the updates are automatically offered as soon as they are available Choose the Offline installation package if you have tight security an unstable connection or a very slow download speed By downloading and installing the offline package the complete installation package is downloaded at once and then stored and executed from your chosen location The online on package however will download only an initial stub and then continue downloading any needed packages during installation This might lead to installation failures depending on your setup The disadvantage of the offline package is that you must check for updates yourself Apart from this the installation is the same

CoroPlus Application Manager and ToolLibrary Installation Guide 5

10 CoroPlus Application Manager Installation Guide

11 System Requirements for the CoroPlus Application Manager Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

12 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus Application Manager application will be automatically installed

by the CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

CoroPlus Application Manager and ToolLibrary Installation Guide 6

13 Installation

14 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while)

141 Installation of the Prerequisites for the CoroPlus Application Manager As the NET framework is a prerequisite for the application manager it will be installed first if needed

Accept the license agreement and the installation of the net environment will start Note Once the NET Framework is installed successfully you might have to restart your computer before you can continue with the installation If a restart is required the CoroPlus Application Manager might not be

automatically launched after the restart In this case you need to start it from the Start Menu in order to

proceed with the installation

If restart is not required the installation procedure will continue automatically with the installation of the CoroPlus Application Manager

CoroPlus Application Manager and ToolLibrary Installation Guide 7

142 Installation of the CoroPlus Application Manager If you wish to change the installation language click on the text next to the flag and choose the desired language

Then choose the installation path for the Application Manager and Tool Library To start the Installation accept the end user license agreement and click on the Install Button

Once the installation is finished the CoroPlus Application Manager will be started and the initial screen displayed

CoroPlus Application Manager and ToolLibrary Installation Guide 8

20 Overview of the CoroPlus Application Manager

21 Initial Screen The initial screen consists of two sections

ldquoYour appsrdquo section where all already installed applications are displayed

ldquoOther available appsrdquo section containing other (not yet installed) applications which can optionally be

installed by the user

On the bottom right hand corner of the initial screen is the ldquoSettingsrdquo button which can be used to set the

installation source and the installation Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 5

10 CoroPlus Application Manager Installation Guide

11 System Requirements for the CoroPlus Application Manager Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

12 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus Application Manager application will be automatically installed

by the CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

CoroPlus Application Manager and ToolLibrary Installation Guide 6

13 Installation

14 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while)

141 Installation of the Prerequisites for the CoroPlus Application Manager As the NET framework is a prerequisite for the application manager it will be installed first if needed

Accept the license agreement and the installation of the net environment will start Note Once the NET Framework is installed successfully you might have to restart your computer before you can continue with the installation If a restart is required the CoroPlus Application Manager might not be

automatically launched after the restart In this case you need to start it from the Start Menu in order to

proceed with the installation

If restart is not required the installation procedure will continue automatically with the installation of the CoroPlus Application Manager

CoroPlus Application Manager and ToolLibrary Installation Guide 7

142 Installation of the CoroPlus Application Manager If you wish to change the installation language click on the text next to the flag and choose the desired language

Then choose the installation path for the Application Manager and Tool Library To start the Installation accept the end user license agreement and click on the Install Button

Once the installation is finished the CoroPlus Application Manager will be started and the initial screen displayed

CoroPlus Application Manager and ToolLibrary Installation Guide 8

20 Overview of the CoroPlus Application Manager

21 Initial Screen The initial screen consists of two sections

ldquoYour appsrdquo section where all already installed applications are displayed

ldquoOther available appsrdquo section containing other (not yet installed) applications which can optionally be

installed by the user

On the bottom right hand corner of the initial screen is the ldquoSettingsrdquo button which can be used to set the

installation source and the installation Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 6

13 Installation

14 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while)

141 Installation of the Prerequisites for the CoroPlus Application Manager As the NET framework is a prerequisite for the application manager it will be installed first if needed

Accept the license agreement and the installation of the net environment will start Note Once the NET Framework is installed successfully you might have to restart your computer before you can continue with the installation If a restart is required the CoroPlus Application Manager might not be

automatically launched after the restart In this case you need to start it from the Start Menu in order to

proceed with the installation

If restart is not required the installation procedure will continue automatically with the installation of the CoroPlus Application Manager

CoroPlus Application Manager and ToolLibrary Installation Guide 7

142 Installation of the CoroPlus Application Manager If you wish to change the installation language click on the text next to the flag and choose the desired language

Then choose the installation path for the Application Manager and Tool Library To start the Installation accept the end user license agreement and click on the Install Button

Once the installation is finished the CoroPlus Application Manager will be started and the initial screen displayed

CoroPlus Application Manager and ToolLibrary Installation Guide 8

20 Overview of the CoroPlus Application Manager

21 Initial Screen The initial screen consists of two sections

ldquoYour appsrdquo section where all already installed applications are displayed

ldquoOther available appsrdquo section containing other (not yet installed) applications which can optionally be

installed by the user

On the bottom right hand corner of the initial screen is the ldquoSettingsrdquo button which can be used to set the

installation source and the installation Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 7

142 Installation of the CoroPlus Application Manager If you wish to change the installation language click on the text next to the flag and choose the desired language

Then choose the installation path for the Application Manager and Tool Library To start the Installation accept the end user license agreement and click on the Install Button

Once the installation is finished the CoroPlus Application Manager will be started and the initial screen displayed

CoroPlus Application Manager and ToolLibrary Installation Guide 8

20 Overview of the CoroPlus Application Manager

21 Initial Screen The initial screen consists of two sections

ldquoYour appsrdquo section where all already installed applications are displayed

ldquoOther available appsrdquo section containing other (not yet installed) applications which can optionally be

installed by the user

On the bottom right hand corner of the initial screen is the ldquoSettingsrdquo button which can be used to set the

installation source and the installation Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 8

20 Overview of the CoroPlus Application Manager

21 Initial Screen The initial screen consists of two sections

ldquoYour appsrdquo section where all already installed applications are displayed

ldquoOther available appsrdquo section containing other (not yet installed) applications which can optionally be

installed by the user

On the bottom right hand corner of the initial screen is the ldquoSettingsrdquo button which can be used to set the

installation source and the installation Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 9

22 Settings

221 Installation Source

The installation source is the path to the folder where the installation packages are stored You can specify either a local directory or a shared network directory By pressing the Default Button the Path is reset to the original Value In a multi-machine installation the server provides packages for its clients In this case the installation source for the client should be specified in ldquohttp[server][port]apsrdquo format

222 Installation Mode

Beside the installation source there is the ldquoServer moderdquo option in the Settings screen This option should be selected when server installation is needed in a multi-machine deployment scenario or if you wish to use an existing server installation When checked and a new server is installed the server components will be deployed as a Windows service and cross machine boundary communication will be allowed Fully-fledged server configuration will be provided so all necessary details (such as database accounts etc) can be configured by the user ldquoServer moderdquo should be left unchecked if the application is installed in standalone (single machine) mode Note The ldquoServer moderdquo option cannot be changed once any application is installed All applications installed under the CoroPlus Application Manager are running either in Standalone or in Server Mode

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 10

23 Installation of new Applications You can select a new application for installation by clicking the ldquoInstallrdquo button next to the application on the initial screen Once clicked an application specific options screen appears where you can select the application features to be installed The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation of the selected application(s) here the CoroPlus ToolLibrary click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 11

24 Modification of already installed applications To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button next to the application you wish to modify Once clicked an application specific options screen appears where you can select which application features you would like to modify The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification or installation

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 12

25 Uninstallation of installed Applications Start the CoroPlus application manager and click on the ldquoUninstallrdquo next to the CoroPlus Application Manager Once clicked your selection is saved and the initial CoroPlus Application Manager screen is displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

Once the ldquoProcess successfully completedrdquo screen appears the application is uninstalled To complete the process click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 13

30 CoroPlus ToolLibrary Installation

31 System Requirements

Minimal

Windows 7 x64 Intel Core i3 260 GHz or equivalent 2GB RAM available for CoroPlus (min 3GB system RAM) HDD 7200rpm

Recomended

Windows 10 x64 Intel Core i7 360 GHz or equivalent 4GB RAM available for CoroPlus (min 5GB system RAM) SSD drive

disk can be a big bottleneck especially on enterprise machines with antivirus SW in place and

encrypted drives

32 Prerequisites

Local administration rights

Installation files on a local drive

All other prerequisites needed by the CoroPlus ToolLibrary application will be automatically installed by the

CoroPlus Application Manager These are

NET Framework 461 Microsoft Visual C++ 2010 SP1 Redistributable Package

Microsoft Visual C++ 2013 Redistributable Package

Microsoft Report Viewer 2014 Runtime

Microsoft System CLR Types for SQL Server 2014

Microsoft SQL Server Express 2014

33 Licensing

To get a full license you have two options

1 Connect to at least one compatible and licensed consumer system 2 Apply for a License from within the Administration Area of the ToolLibrary

If you have a full license all available functions can be used If not the following features are not supported

Export to Consumer system(s)

Create new item

Edit item

Download of available 2D 3D and image(s) from the CoroPlus ToolLibrary for tool assemblies that contain

at least one non-Coromant item

Export of the bill of materials

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 14

34 Installation

341 Starting the Installation Process Double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) If you are using the online package please make sure that you stay online during the installation as not all packages are downloaded right at the beginning If you have not yet installed the CoroPlus Application Manager the installation process will first install the CoroPlus Application Manager (please refer to chapter ldquo0 CoroPlus Application Manager Installation Guiderdquo) and then continue with the installation of the CoroPlus ToolLibrary If the Application Manager is already installed the installation routine might install an update first and then continue with the installation of the CoroPlus ToolLibrary

342 Installing the CoroPlus ToolLibrary Select The CoroPlus ToolLibrary for installation by clicking the ldquoInstallrdquo button Once clicked the installation options are displayed where you can select the application features to be installed Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more details The ldquoProceedldquo button in the Installation Options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for installation or modification

To start the installation click on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 15

343 Installation Options for the CoroPlus ToolLibrary

3431 Standalone Mode The following options are available if the ldquoServer moderdquo installation in the Settings area of the CoroPlus Application Manager (refer to chapter ldquo222Installation Moderdquo) is not selected

Standalone

All parts of the CoroPlus ToolLibrary (Client and Server) will be installed on one single machine

Client only Only the client part (User Interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine Please note that additional clients will miss some administration tasks such as downloading and synchronizing catalogs You need to supply the address of the servers in the format httpservernameportnumber The ldquoProceedrdquo button is enabled if the installation routine can connect to the URL you have supplied You can display the warning message by hovering over the exclamation mark If you click on the ldquoProceedrdquo button you will be returned to the Application Managerrsquos initial screen where you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 16

3432 Server Mode

If ldquoServer moderdquo is selected in the Settings area of the CoroPlus Application Manager (refer to chapter

ldquo222Installation Moderdquo) then the following options are available for the CoroPlus ToolLibrary installation

Server

The Server part of the CoroPlus ToolLibrary application will be installed if it was not installed in a previous

installation

Additional Client

The Client part (User interface) will be installed This option is only available if the server is already installed

or will be installed on the machine where the CoroPlus Application Manager is currently running

If the server has already been installed in a previous installation the server settings window will only pop up

for information during the installation and you will not be able to enter any information For more information

refer to chapter ldquo3433 Server Settingsrdquo

NOTE

Always make sure that at least one client is installed on the server machine else you will not be able

to administrate certain tasks such as downloading catalogs

Client only Only the client part (User interface) of the CoroPlus ToolLibrary will be installed on your machine assuming that the server part of the application is already installed on another machine You need to supply the Serverrsquos address in the format httpservernameportname The application Manager checks connectivity to the server and if present enables the ldquoproceedrdquo button If applicable accept the ldquoTerms and Conditionsrdquo and click on the ldquoProceedldquo button to save the configured values and return to the Application Managerrsquos initial screen There you can select more applications for installation or modification or start the installation process by clicking on ldquoProceedrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 17

3433 Server Settings If you have selected the ldquoServer Moderdquo installation in the Settings of the Application Manager (refer to chapter ldquo222Installation Moderdquo) you will now be prompted for the information on the screen below Please also refer to Appendix A Using an existing SQL instance for more information

For a local database server you can use the default information supplied Be sure to store the Server address somewhere save in the format httpservernameportnumber as you will need it to install additional clients Using a custom service account If the CoroPlus server runs on a domain machine under a domain account this account must have a service principal name (SPN) set The SPN can be set by the domain administrator only Therefore it cannot be set by the CoroPlus deployment procedure The SPN needs to be set because the CoroPlus client is sending the user identity to the server and the server needs to authenticate the user A Problem occurs if the server is on a different machine because then the server (its identity - the account under which it runs) must have delegation permissions To achieve that the SPN needs to be set For more information about SPNs refer to httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx Windows workgroup A similar problem can occur in a non-domain environment (workgroup) where there is no user directory against which the server can authenticate users coming from different machines Therefore one can take advantage of an NTLM pass though authentication where the same user (with the same password) must exist on both Server and Client machines

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 18

344 Installation-Process Once you have clicked on ldquoProceedrdquo the installation will start The name and version of the application is displayed at the top half of the screen

The installation will first download and validate the installation package(s) then install the prerequisites then the application itself and finally process some scripts At the end of the installation click on the ldquoFinishrdquo button to complete the installation Note For Standalone Mode the Application Manager will also install a shortcut to the CoroPlus ToolLibrary Host which will be registered as a startup program It will automatically start and run as a background program once the user logs into the operating system It is responsible for loading all modules and will be visible in the system tray The CoroPlus ToolLibrary Host will also be installed for Server Mode but no shortcut will be visible For Server or Standalone installations the installation process will also install the Administration Tool You can start this Tool from the Windows Start Menu

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 19

40 Modification of an already installed CoroPlus ToolLibrary To modify an already installed application start the CoroPlus Application Manager from the Start menu On the initial screen click on the ldquoModifyrdquo button behind the application you wish to modify Once clicked the options screen is displayed where you can select which application features should be modified The ldquoProceedldquo button in the application specific options screen saves the configured values and displays the initial CoroPlus Application Manager screen again in case you wish to select more applications for modification

To start the modification of the selected applications (here the CoroPlus ToolLibrary) click on ldquoProceedrdquo

41 Creation of additional Clients for the CoroPlus ToolLibrary

With the modification options of the CoroPlus ToolLibrary you can add additional clients either on the same machine where the server is installed or on a different machine (multi machine scenario) Make sure you start the CoroPlus Application Manager on the machine where you wish to install the client Please refer to chapter ldquo343 Installation Options for the CoroPlus ToolLibraryrdquo for more information on how to set up the client correctly

42 Modification of the Server It is currently not possible to modify the original settings of the server If you select it the modification process is running through with the original settings only

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 20

50 Update of the CoroPlus ToolLibrary Once a new version of the CoroPlus ToolLibrary is available double click on the installation package It will be unzipped and the installation will start automatically (this might take a while) Same as you would do when you start a new installation(see also chapter 341 Starting the Installation Process page 14) If a new version of the CoroPlus Application Manager is available it will update the Application Manager first After the upgrade of the Application Manager has finished click on ldquoUpdaterdquo next to the CoroPlus ToolLibrary or on ldquoUpdate allrdquo to update all available applications

Clicking on the ldquoProceedrdquo button will then start the modification process During this process the CoroPlus ToolLibrary Host will be stopped

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 21

Once the upgrade finished successfully the CoroPlus ToolLibrary Host is started again and the CoroPlus ToolLibrary is ready to be launched

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 22

60 Uninstallation of the CoroPlus ToolLibrary Start the CoroPlus application manager and click on the ldquoUninstallrdquo button behind the CoroPlus ToolLibrary Once clicked your selection is saved and the initial CoroPlus Application Manager screen displayed again in case you wish to select more applications for modification or uninstallation Click on ldquoProceedrdquo to start the uninstallation

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 23

Once the ldquoProcess successfully completedrdquo screen appears the CoroPlus ToolLibrary application the CoroPlus ToolLibrary Host and the Administration tool are uninstalled To complete the uninstallation click on ldquoFinishrdquo

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 24

70 Reinstallation of the CoroPlus ToolLibrary After an uninstallation of CoroPlus ToolLibrary you can always reinstall it by launching the CoroPlus Application Manager from the Start menu It will detect that the CoroPlus ToolLibrary is not installed and offer to install it again

Click on the ldquoInstallrdquo button behind the CoroPlus ToolLibrary to start the installation The installation will continue as described in chapter ldquo343Installation Options for the CoroPlus ToolLibraryrdquo on page 15 finishing with the ldquoProcess successfully completedrdquo screen same as if you were doing a first installation The CoroPlus ToolLibrary will be added to the Windows Start menu again and a shortcut will be created on your desktop

Note The Server Mode flag will be reset by the uninstallation so make sure you tick it again if need be

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 25

Appendix A Using an existing SQL instance This appendix describes what you need to set up manually if you would like to use an already existing custom instance of the Microsoft SQL Server 2014 to store CoroPlus data

Before the installation If you would like to do an installation with an already existing custom SQL instance you need to make sure that your instance complies with all the points listed in the SQL instance readiness checklist below The account which will be used to run the CoromantDigital Host Service also needs ldquoLog on as servicerdquo Windows right else the service will not be able to start Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 26

Permission setup checklist below

Install During installation the applications being installed will connect to their specified databases and populate them with data During installation of ToolLibrary application a first harvest of data will be run so the user running the installation will need top-level SQL permissions See Permission setup checklist at the end of this article During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions See Permission setup checklist at the end of this article See the Permission setup checklist at the end of this article

Update During upgrade the applications being installed will connect to specified databases and migrate their schema them to latest version (if required) ToolLibrary installation will also run harvest of data so the user running the installation will top level SQL permissions Please refer to the

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 27

Permission setup checklist below

Modify No manual setup of permissions required

Uninstall No manual setup of permissions required

SQL instance readiness checklist

Instance exists

Instance is running

If the instance is on a remote machine

o the Remote machine is reachable over the network

o the SQL Server Browser service is running on the remote machine

o the TPCIP protocol is enabled for the instance

That the account under which the SQL instance is running has properly setup SPN

(httpsmsdnmicrosoftcomen-uslibraryms677949(v=vs85)aspx) if you are in a domain

environment and have an instance on a remote machine

Two databases prepared Either empty or with appropriate data

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 28

Permission setup checklist Minimal permissions are required for the account running various actions

CD host service

Account used for CD Host Service identity needs Windows right ldquoLog on as a servicerdquo It also needs

database roles ldquodb_ddladminrdquo ldquodb_datawriterrdquo ldquodb_datareaderrdquo and EXECUTE on ldquodbordquo schema

set on CoroPlus databases

Installation or Upgrade

To run installation or upgrade of CoroPlus platform one needs to be in ldquosysadminrdquo SQL server role

or be set as ldquodbordquo on the CoroPlus databases

Data Recalculation from Administration tool To run data recalculation one needs to be in ldquosysadminrdquo SQL server role or be set as ldquodbordquo on the

CoroPlus databases

Data backup from Administration tool

To run data backup of CoroPlus data one needs to have a ldquodb_backupoperatorrdquo database role on

CoroPlus databases

Data restore from Administration tool

To run restore of CoroPlus data one needs to be in ldquosysadminrdquo server role or be set as ldquodbordquo on the

CoroPlus databases

CoroPlus Application Manager and ToolLibrary Installation Guide 29

CoroPlus Application Manager and ToolLibrary Installation Guide 29