Prepare all servers and workstations

After ensuring all computers meet the system requirements, and valid licenses have been obtained and a database SysAdmin account is set up, apply updates, tests, and settings to prepare your database servers, iMIS servers, and workstations.

Generally, you need to walk through these procedures only once, when first setting up the servers and clients used in your implementation.

Verify that each server to host an iMIS database meets all system requirments.

Do the following to prepare the application.

Note: The installer warns you if it cannot enable or detect a required service.

  1. Verify that each server host meets all system requirements.
  2. For upgrades only:(Application servers only) Update your current installation of iMIS to required release levels and licensing.

    3. Note: iMIS must be release 15.2.1 or higher.

  3. Verify that you can make a SQL connection from each iMIS server host to the SQL Server instance on the database host where the iMIS database resides.

Do the following to prepare workstations:

  1. Verify that each user workstation meets all system requirements for the type of client used.
  2. Verify that a high-bandwidth SQL connection (10/100) can be made between workstations and the SQL Server instance hosting the iMIS database.

    3. Note: Avoid low-bandwidth connections to the database host, such as through VPN. The high-volume SQL traffic will slow performance for Advanced Accounting Console users. If you have remote staff that need to access the Advanced Accounting Console, have them run the Advanced Accounting Console from a terminal server that is on the same network as the database host.

  3. Optimize Internet Explorer settings for iMIS. If running the Advanced Accounting Console on Windows Server, then go to your server manager application, open Internet Explorer Enhanced Security Configuration (Configure IE ESC) and disable both Administrators and Users. Expect Internet Explorer to warn you that this is disabled.
    1. In Internet Explorer, go to Tools > Internet options.
    2. On the General tab, select Browsing history > Settings. Under Temporary Internet Files, set Check for newer versions of stored pages to Every time I visit the webpage.
    3. Click OK.
    4. On the Security tab, select Trusted sites.
    5. Click Default level.
    6. Set the security level to Low.
    7. Click Sites.
    8. Add the name of your iMIS application server host (http://<myserver>).
    9. Disable Require server verification (https:) for all sites in this zone.
    10. Click Close.
    11. On the Advanced tab, check Disable script debugging (Other).
    12. Click OK.
  4. (optional) Ensure that each workstation that will be using ProClarity Pro to view the Analytics analysis database can address the Analytics host (where the data warehouse and analysis database are installed) by using a standard computer name.

    5. Note: Using ProClarity Professional on a remotely accessed terminal server or Citrix machine is untested. VPN connections from ProClarity Professional on a workstation to the domain containing the Analytics host is also untested.