Altair® Monarch® Server

 

Monarch Server Installation

Open the directory with the installation files, and check whether it contains the license file named ds.lic.  If not, copy this file from the original Monarch Server Automation Edition installation media to the directory from which you are going to install Monarch Server Automation Edition.

 

NOTE

If the configuration machine name in the license file is not the same as the machine name of the installation, the warning message is displayed: “Cannot install due to mismatch config machine name with current.” The installation is aborted.

For Monarch Server Automation Edition v2021.0, you can proceed with the installation without a license. The licensing can be configured after completing the installation.

 

 

Installation Procedure

Steps:

1.     In the directory with the installation files, double-click MonarchAutomatorInstaller.exe to launch the Monarch Server Automation Edition Installation Wizard.

Click  Next.

2.     The License Agreement dialog box appears.

If you agree to the license terms, select I accept the terms in the license agreement, and then click Next.

3.     The Installation type dialog box appears. Choose between Simple installation and Advanced installation, and then click Next.

 

NOTE

The Installation type dialog box is available only if no previous version is installed.

 

 

Simple Installation

1.     The Install Location dialog box appears.

Specify the location settings for Automator installation:

a.     In the Install services to field, specify the folder for Automator installation.

b.     In the Web Site directory field, specify the site name where the web applications are to be installed. If you select the Use services location check box, the web application (Admin) will be installed in the Monarch Server Automation Edition directory.

c.     In the Site field, specify the site name for the web applications. 

d.     Under Admin Virtual Folder, specify the name of the virtual folder for the Administrator web application.

e.     In the Port field, specify the port for the IIS running.

f.      In the Pool field, specify the name of the application pool to be used by the web applications.

g.     Click Next.

2.     The Database Server dialog box appears.

Specify the database server settings:

a.     Specify whether to use an existing SQL Server or to install one by selecting any of the following:

¨        Use an existing SQL Server + installation: Select this option to use an existing installed SQL Server 2019.

Install MS SQL Server Express 2019: Select this option to install SQL Server Express 2019 on the local machine. In this case, the name of the database server instance will be DWCHAutomator.

b.     In the Database server that you are installing to field, specify the database server instance by doing one of the following:

¨        Select (local) to install the application to the existing database server instance on your local machine.

¨        Type the database server instance name in the field.

¨        Click Find Servers to find and select instances of the existing database servers that are accessible from the local machine. The found servers populate the Database server that you are installing to drop-down list from which you can make your selection.

c.     In the Connection using field, specify the authentication method by selecting either current user Windows authentication or server authentication. If you select SQL Server authentication, enter the login ID and password (see the image below).

d.     In the Database name field, provide a name with which the Automator database will be created.

e.     Click Test Connection to verify the connection to the server you specified.

f.      Click Next.

3.     The Ready to Install dialog box appears.

The Requirements analysis section shows the third-party components with the possibility to view the license terms.

·          Components with green tick marks are those that have been already installed on the local machine.

·          Components with blue arrows are those that will be installed on the local machine.

To view the license terms for a third-party component, click the License Terms button next to the required component.

If you agree to the license terms, select I accept all the terms in all license agreements.

Click Install to begin the installation.

4.     After the installation is complete, the Process completed dialog box appears.

If necessary, you can select one of the following check boxes:

·          Open Administrator in default browser: Select to open the Admin application in the default browser.

·          View Monarch Server Automation Edition User’s Guide: Select to open the Monarch Server Automation Edition User’s Guide.

·          Show logs: Select to open the folder containing the installation logs.

5.     Click Finish.

 

Advanced Installation

1.     The Target platform dialog box appears. Specify the target platform for Automator.

 

NOTE

This option is available only on 64-bit machines.

Click Next.

2.     The Install Location dialog box appears.

Specify the location settings for Automator installation:

a.     In the Install services to field, specify the folder for Automator installation.

b.     In the Web site directory field, specify the site name where the web applications are to be installed. If you select the Use services location check box, the web application (Admin) will be installed in the Monarch Server Automation Edition directory.

c.     In the Site field, specify the site name for the web applications.  

d.     Under Admin Virtual Folder, specify the name of the virtual folder for the Administrator web application.

e.     In the Port field, specify the port for the IIS running.

f.      In the Pool field, specify the name of the application pool to be used by the web applications.

Click Next.

3.     The Service Credentials dialog box appears.

Specify the credentials for the Server administrator:

a.     Select the Use “Local System Account” check box if you want to use your local system account.

b.     Otherwise, clear the check box and specify a custom user in the User Name field in the required format.

c.     In the Password field, enter the corresponding password for the specified user.

d.     To find and select a particular user in your domain, use Browse.

Click Next.

4.     The Database Server dialog box appears.

Specify the database server settings:

a.     Specify whether to use an existing SQL Server or to install one by selecting any of the following:

¨        Use an existing SQL Server + installation: Select this option to use an existing installed SQL Server 2019.

¨        Install MS SQL Server Express 2019: Select this option to install SQL Server Express 2019 on the local machine. In this case, the name of the database server instance will be DWCHAutomator.

 

 

b.     In the Database server that you are installing to field, specify the database server instance by doing one of the following:

¨        Select (local) to install the application to the existing database server instance on your local machine.

¨        Type the database server instance name in the field.

¨        Click Find Servers to find and select instances of the existing database servers that are accessible from the local machine. The found servers populate the Database server that you are installing to drop-down list from which you can make your selection.

c.     In the Connection using field, specify the authentication method by selecting either current user Windows authentication or server authentication. If you select SQL Server authentication, enter the login ID and password (see the image below).

d.     In the Database name field, provide a name with which the Automator database will be created.

e.     Click Test Connection to verify the connection to the server you specified.

Click Next.

5.     A dialog box with Automator migration settings appears.

To skip this step, click Next.

To migrate your existing data and email settings, refer to the following:

Select Migrate data from Monarch Data Pump Version 7 thru 11 and specify the following migration settings:

a.     Click the Open Process Import button to import processes. In the displayed Open dialog box, choose the file with the processes imported from the previous Monarch Data Pump versions.

 

NOTE

You can select a number of files for migration. You can also delete unnecessary files.

 

b.     Select the Migrate Email Settings check box to transfer settings.

c.     In the Location field, enter location name. The specified location will be used for the imported processes.

 

NOTE

By default, the name of the local machine is displayed.

 

d.     To set the connection to the database of the previous Monarch Data Pump version under Automator Connection, specify the following parameters:

¨        Server Name

¨        User Name and Password (in case of server authentication)

¨        Database name

e.     To verify the Automator connection string, click Test Connection.

Click Next.

The following data will be migrated to the current database:

¨        Global distributions

¨        Global scripts

¨        Alerts

¨        Email settings (if the Migrate Email Settings check box was selected)

¨        Default job disposition settings

To go to the previous step, click Back.

6.     The Ready to Install dialog box appears.

The Requirements analysis section shows the third-party components with the possibility to view the license terms:

·          Components with green tick marks are those that have been already installed on the local machine.

·          Components with blue arrows are those that will be installed on the local machine.

To view the license terms for a third-party component, click the License Terms button next to the required component.

If you agree to the license terms, select I accept all the terms in all license agreements.

Click Install to begin the installation.

7.     After the installation is complete, the Process completed dialog box appears.

If necessary, you can select one of the following check boxes:

·          Open Administrator in default browser: Select to open the Admin application in the default browser.

·          View Monarch Server Automation Edition User’s Guide: Select to open the Monarch Server Automation Edition User’s Guide.

·          Show logs: Select to open the folder containing the installation logs.

8.     Сlick Finish.

Via the Start menu, under All Programs -> Altair Monarch Server -> Monarch Server, you can access the following options:

q  Monarch Server Automation Edition Tutorial

q  Monarch Server Automation Edition User’s Guide

q  Monarch Server Automation Edition Single Server Installation Guide

q  Open Administrator in default browser

q  Run Agent Service in console mode

q  Run Configuration Service in console mode

q  Run Configurator

q  Uninstall