Server Installation and Administration Guide ARIS Version 9.6 A pril 2014 This document applies to ARIS Version 9.6 and to all subsequent releases. Specifications contained herein are subject to change and these changes will be reported in subsequent release notes or new editions. Copyright © 2010 - 2014 Software AG, Darmstadt, Germany and/or Software AG USA Inc., Reston, VA, USA, and/or its subsidiaries and/or its affiliates and/or their licensors. The name Software AG and all Software AG product names are either trademarks or registered trademarks of Software AG and/or Software AG USA Inc. and/or its subsidiaries and/or its affiliates and/or their licensors. Other company and product names mentioned herein may be trademarks of their respective owners. Detailed information on trademarks and patents owned by Software AG and/or its subsidiaries is located at http://documentation.softwareag.com/legal/. Use of this software is subject to adherence to Software AG's licensing conditions and terms. These terms are part of the product documentation, located at http://documentation.softwareag.com/legal/ and/or in the root installation directory of the licensed product(s). This software may include portions of third-party products. For third-party copyright notices and license terms, please refer to "License Texts, Copyright Notices and Disclaimers of Third Party Products". This document is part of the product documentation, located at http://documentation.softwareag.com/legal/ and/or in the root installation directory of the licensed product(s). Server Installation and Administration Guide Contents 1 General Notices .................................................................................................... 1 2 Installation ........................................................................................................... 2 2.1 Available Setups .......................................................................................... 3 2.1.1 ARIS Connect Server Installation (Windows Operating System)............. 5 2.1.2 ARIS Design Server Standalone Installation (Windows Operating System) ........................................................................................... 9 2.1.3 ARIS Risk & Compliance Manager Server Installation (Windows Operating System) .......................................................................... 12 2.1.4 ARIS Publisher Server Installation (Windows Operating System) ......... 14 2.1.5 ARIS Remote Installations (Windows Operating System) ...................... 16 2.1.6 Installing ARIS on a Linux Operating System ...................................... 17 2.2 Using Oracle or Microsoft SQL Server instead of the Standard Database System .................................................................................................... 19 2.2.1 Customize the Oracle Database ........................................................ 19 2.2.2 Customize the Microsoft SQL Server System ....................................... 21 2.3 Using Oracle or Microsoft SQL Server for ARIS Publisher Server ...................... 26 2.3.1 Use Oracle Database (Tomcat).......................................................... 26 2.3.2 Use Microsoft SQL Database ............................................................. 29 2.3.3 Change Database Connection Parameters .......................................... 31 2.4 Update Installation .................................................................................... 32 2.5 Back up and Restore Data .......................................................................... 35 3 Tenant Management ............................................................................................ 37 4 User and License Management .............................................................................. 38 4.1 Log into the Administration as superuser ...................................................... 39 4.2 Change Passwords ..................................................................................... 40 4.3 Import License .......................................................................................... 40 4.4 Create Users ............................................................................................. 41 4.5 Create Users Groups .................................................................................. 42 4.6 Import Users and User Groups from LDAP .................................................... 42 4.7 Assign Users to User Groups ....................................................................... 43 4.8 Assign Privileges ........................................................................................ 43 4.9 Start ARIS ................................................................................................ 44 4.10 Create Databases ...................................................................................... 44 4.11 Assign Database specific Privileges and Pilters ............................................... 44 4.12 What License and Function Privileges can be Assigned? .................................. 46 4.12.1 License Privileges ............................................................................ 46 4.12.2 Function Privileges within the Administration ...................................... 48 4.12.3 Function Privileges within ARIS ......................................................... 49 5 Customizing ....................................................................................................... 51 5.1 Administration Tools .................................................................................. 51 5.1.1 Administration ................................................................................ 51 5.1.2 Command Line Tools for the Administration ........................................ 52 5.1.3 ARIS Cloud Controller (ACC) ............................................................. 61 5.1.4 ARIS Server Administrator .............................................................. 101 I Server Installation and Administration Guide 5.2 Logging ................................................................................................... 102 5.3 Configure Single Sign-On ........................................................................... 103 5.4 ARIS Connect ........................................................................................... 109 5.5 ARIS Publisher/ARIS IT Inventory ............................................................... 109 5.5.1 IT Inventory - User Management, License and Permissions.................. 109 5.5.2 Modify Configuration....................................................................... 110 5.5.3 Logging ........................................................................................ 119 5.6 Process Governance .................................................................................. 120 5.6.1 Provide Executable Governance Process ............................................ 120 5.6.2 ARIS Process Board ........................................................................ 120 5.7 Process-driven Management for SAP® Solutions........................................... 124 5.7.1 Required Software/SAP® systems .................................................... 124 5.7.2 Requirements and privileges in the SAP® system ............................. 125 5.7.3 Provide SAP® JCo for Process-driven Management for SAP® Solutions ................................................................................................... 128 5.7.4 Provide SAP® JCo for Download Clients ............................................ 129 5.7.5 Provide SAP® JCo for Locally Installed Clients ................................... 130 5.7.6 Provide SAP® JCo for server LOCAL ................................................. 131 5.7.7 Customizing Features ..................................................................... 131 6 Data migration from ARIS version 9.x to ARIS version 9.6 ...................................... 147 7 Data Migration from ARIS version 7.2 to ARIS version 9.x ....................................... 148 7.1 Migration of ARIS with a Local User Administration ....................................... 148 7.2 Migration of ARIS with LDAP Integration ...................................................... 149 7.3 Migration of ARIS with Process Governance without Central User Management ............................................................................................ 149 7.4 Migration of ARIS with Process Governance with Central User Management ... 150 7.5 Migration of ARIS document storage Data .................................................... 150 7.6 Migration of Databases, Configuration Elements and Scripts ........................... 151 8 Notes on Data Security Observance ...................................................................... 152 8.1 Server Administrator ................................................................................. 152 8.2 ARIS Administrator ................................................................................... 155 9 Basic Troubleshooting ......................................................................................... 156 9.1 No Access to ARIS .................................................................................... 156 9.2 ARIS clients Cannot Perform Connections to Servers Using SSL ...................... 156 9.3 Server Started but No Access to ARIS ......................................................... 157 9.4 Components do Not Start .......................................................................... 157 9.5 Resolving Port Conflicts ............................................................................. 157 10 Known Restrictions ............................................................................................. 159 10.1 Update Setup ........................................................................................... 159 10.2 Process Governance .................................................................................. 159 10.3 Right-to-left (RTL) .................................................................................... 160 10.4 Tenant Names .......................................................................................... 160 11 Support ............................................................................................................ 161 12 Glossary ........................................................................................................... 162 II Server Installation and Administration Guide 1 General Notices This manual describes the settings and features as they were at the time of print. In this document, file names and user-defined content are formatted and identified as follows:  File names, keyboard entries etc. are shown in bold.  Entries with user-defined content are highlighted in <bold and enclosed in angle brackets>.  Optional ACC command parameters are highlighted in (round brackets followed by)? Warnings are highlighted. Since manual and software are subject to different production cycles, the description of settings and features may differ from actual settings and features. Information about discrepancies is provided in the Readme file that accompanies the product. Please read this file and take the information into account when installing, setting up, and using the product. In general, it is advisable to use up-to-date hardware taking into account the number of users who will be accessing the ARIS. For information about hardware and software requirements, please refer to the ARIS Platform Matrix document (see installation media or download it http://aris.softwareag.com/ARISDownloadCenter/ADCDocumentationServer). Please consider the legal notices http://documentation.softwareag.com/legal/. If you are about to install all technical and/or business system functions without the services of Software AG, you require extensive knowledge of the system to be installed, its intended purpose, the target systems, and their various dependencies. Due to the number of platforms and interdependent hardware and software configurations, we can only describe specific installations. It is not possible to document all settings and dependencies. When you combine various technologies, please observe the manufacturers' instructions, particularly announcements concerning releases on their Internet pages. We cannot guarantee proper functioning and installation of approved third-party systems and do not support them. Always follow the instructions provided in the installation manuals of the relevant manufacturers. If you experience difficulties, please contact the relevant manufacturer. If you need help installing third-party systems, please contact your local Software AG sales organization (https://empower.softwareag.com). Please note that this type of manufacturer-specific or customer-specific change is not subject to the standard Software AG software maintenance agreement and that these changes can only be performed if you requested and agreed on them. 1 Server Installation and Administration Guide 2 Installation This chapter describes all one-node server installation procedures using the setup programs. For all other installation scenarios e.g. multi-node systems for a larger distributed scenario and higher availability please contact your local Software AG sales organization (page 161). To avoid redundancies this document does not re-iterate information available in other documents. For more details please review the following documents (see installation media or download them http://aris.softwareag.com/ARISDownloadCenter/ADCDocumentationServer):  For information about hardware and software requirements, please refer to the ARIS Platform Matrix document  The client installation is described in the ARIS Client Installation Guide.  For an overview on features and functionalities, please refer to the Product Functionality Matrix document  For an overview on supported interfaces, methods, languages, and compatibilities, please refer to the Technical Product Matrix document Please consider the legal notices http://documentation.softwareag.com/legal/. Depending on the desired installation scenario, you first need to customize your database management system. If you use the standard database system just run the setup programs to install the servers you require. It is assumed that you perform the installation using the start.exe startup file as an administrator. You can also start individual installation programs via the corresponding Setup.exe. If you are about to use all ARIS server types in your system, ARIS Connect Server, ARIS Design Server, ARIS Publisher Server and ARIS Risk & Compliance Manager Server must be installed on different machines. You can only install one server on one machine. ARIS Agent must be provided for Linux systems (page 17). For local installations under Windows ARIS Agent will be installed automatically. To perform remote installations (page 16) please first run the ARIS Agent setup on the remote servers. Please refer to the chapter Administration (page 51) to obtain information on additional settings required for using ARIS. 2 Server Installation and Administration Guide 2.1 Available Setups ARIS Connect Server Setup (page 5) This setup will install ARIS Agent, ARIS Connect Server containing ARIS Design Server, standard database system, ARIS Connect Viewer, ARIS Connect Designer and ARIS download clients and provide the default tenant. The functionalities ARIS Connect workflows‚ Share model, Change request and Approve model are available using an ARIS Connect Server license. For full ARIS Process Governance functionality you need to purchase and import an ARIS Process Governance Server license. The installation procedures are available for a Windows operating system (page 5) or a Linux operating system (page 17). If you use your Oracle database system or your Microsoft SQL database system please make sure to customize your operating database system (page 19) before starting the ARIS setup. Please install an ARIS Client if you would like to manage server data using ARIS Server Administrator (page 101). ARIS Design Server Setup (standalone) (page 9) This setup will install ARIS Agent, ARIS Design Server, standard database system and ARIS download clients and provide the default tenant. The installation procedure is available for a Windows operating system (page 9) or a Linux operating system (page 17). If you would like to use your Oracle database system or your Microsoft SQL database system you need to configure your operating database system (page 19) before starting the ARIS setup. Please install an ARIS Client if you would like to manage server data using ARIS Server Administrator (page 101). ARIS Risk & Compliance Manager Server Setup (page 12) This setup will install ARIS Agent, ARIS Risk & Compliance Manager Server and ARIS document storage. The installation procedure is available for a Windows operating system (page 14). If you would like to use your Oracle database system or your Microsoft SQL database system you need to configure your operating database system (page 19) before starting the ARIS setup. If you are using ARIS Risk & Compliance Manager already you can connect the existing ARIS document storage and the ARIS Risk & Compliance Manager User Management to the active ARIS Connect Server or ARIS Design Server. ARIS Publisher Server Setup (page 14) This setup will install ARIS Agent and ARIS Publisher Server. The installation procedure is available for a Windows operating system (page 14) or a Linux operating system (page 17). 3 Server Installation and Administration Guide The standard installation uses a Derby database system and Apache Tomcat Web Application Server. With this test system, only one user can access a Publisher export. Swim lane models cannot be exported using a Derby database. If you are installing ARIS Publisher Server on a Linux operating system you cannot use a Derby database. For a productive system, a larger number of users and on a Linux system, you need an Oracle database system or a Microsoft SQL database system that must be configured for ARIS Publisher Server (page 26) before starting the ARIS setup. These systems are not included in the package. Depending on the ARIS Publisher Server license purchased (page 116), these systems enable all users to simultaneously work on exports. For demonstration reasons (laptop) we also recommend the ARIS client installation including the server LOCAL (see Client Installation Guide). Installing ARIS on a Linux Operating System (page 17) Before installing ARIS Connect Server, ARIS Design Server or ARIS Publisher Server on a Linux operating system you must provide ARIS Agent to your Linux Debian or Red Hat system. To allow customizing activities additionally provide ARIS Cloud Controller (ACC). Use the *.deb files for Debian systems and *.rpm files for Red Hat systems. After you have copied and installed the files start the remote installation from a Windows system. 4 Server Installation and Administration Guide 2.1.1 ARIS Connect Server Installation (Windows Operating System) This procedure describes the installation that can be performed under a Windows operating system. To perform remote installations (page 16) please first run the ARIS Agent setup on the remote servers. This setup will install ARIS Agent, ARIS Connect Server containing ARIS Design Server, standard database system, ARIS Connect Viewer, ARIS Connect Designer and ARIS download clients and provide the default tenant. The functionalities ARIS Connect workflows‚ Share model, Change request and Approve model are available using an ARIS Connect Server license. For full ARIS Process Governance functionality you need to purchase and import an ARIS Process Governance Server license. The installation procedures are available for a Windows operating system (page 5) or a Linux operating system (page 17). If you use your Oracle database system or your Microsoft SQL database system please make sure to customize your operating database system (page 19) before starting the ARIS setup. Please install an ARIS Client if you would like to manage server data using ARIS Server Administrator (page 101). If you run report scripts that process large quantities of database items, we recommend a 64-bit Windows installation. In general, it is advisable to use up-to-date hardware taking into account the number of users who will be accessing the ARIS. For information about hardware and software requirements, please refer to the ARIS Platform Matrix document (see installation media or download it http://aris.softwareag.com/ARISDownloadCenter/ADCDocumentationServer). Please consider the legal notices http://documentation.softwareag.com/legal/. Prerequisites If you would like to import the license file right now please make sure to have the file saved on this computer. Otherwise the license must be imported using the Administration. Procedure 1. Start the ARIS Connect Server installation. 2. Install ARIS Connect Server on the active computer. 3. Specify the port numbers to be used. 4. Select the suitable system settings option. You need to take the RAM required and the number of users who will be accessing the ARIS Server into account to ensure optimum load distribution and better protection against failure. For a productive system it is recommended to select the Medium number of users or High number of users option. For demonstration reasons (laptop) we recommend the option Small number of users. (page 78) 5 Server Installation and Administration Guide 5. Select the database system. If you do not check Standard please make sure the database system has been customized (page 19) before running this setup. 6. After the database system has been customized, select the database management system and the JDBC driver. 7. Enter the connection parameters. Please use the database name, the application user and the schema names selected during customizing. ORACLE (page 21) 6