Installing WhatsUp Gold using advanced options

Note: The installation instructions in this document apply only to WhatsUp Gold Standard Edition and WhatsUp Gold Premium Edition. For installation instructions for WhatsUp Gold Distributed Edition or WhatsUp Gold MSP Edition, see WhatsUp Gold Distributed Edition Deployment Guide or WhatsUp Gold MSP Edition Deployment Guide.

Note: If you are installing WhatsUp Gold on a Windows 2003 Server, you must first install IIS 6.0 on the server prior to running the installation utility. For information on how to install and configure IIS, see Installing IIS on Windows Server 2003.

Note: To launch the WhatsUp Gold installation program, you must run the WhatsUp Setup. For more information see Running WhatsUp Setup.

The WhatsUp Gold installation program provides advanced options that allow you to:

• Use and existing Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server Cluster 2005, 2008, or 2008 R2 to store the data collected by WhatsUp Gold.
• Change the WhatsUp Gold and Flow Monitor database names.

  Note: You can only change the default database names during the initial WhatsUp Gold installation. You cannot change the names of these databases following the initial installation.

  Note: The default database name for the WhatsUp Gold database is WhatsUp, and the default name for the Flow Monitor database is Netflow.

• Create a new Windows user account for WhatsUp Gold and add the user to the local administrators group.

  Note: The Windows user created during this step will enable all applications launched from the WhatsUp Web Interface through IIS to run and make connections with the WhatsUp database using Windows authentication.

Prerequisites for using an existing Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server Cluster 2005, 2008, or 2008 R2

You can use an existing Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server Cluster 2005, 2008, or 2008 R2 to store the data collected by WhatsUp Gold. To do this, you must meet the following requirements:

• Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server Cluster 2005, 2008, or 2008 R2 English must be installed on the WhatsUp Gold host computer or another computer.

Important: Make sure that the "master" database for the existing SQL Server database instance that is hosting the WhatsUp database is configured to use case-insensitive collation.

Important: WhatsUp Gold does not support non-English versions of Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server Cluster 2005, 2008, or 2008 R2.

Important: Make sure that, if WhatsUp Gold and the SQL Server is not located on the same physical machine (server), the system clocks are synchronized to the same time zone. If the system clocks are not synchronized, inaccurate data may occur in reports.

• Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server Cluster 2005, 2008, or 2008 R2 must be configured to allow WhatsUp Gold to authenticate.
  • If Microsoft SQL Server is installed on a remote computer, remote connections must be allowed. For more information, see How to configure Microsoft SQL Server to allow remote connections.
  • Use a Microsoft SQL Server user account to connect to the database.
• Microsoft SQL Server must be configured to have a user account that meets the following requirements:
  • Full administrator privileges to Microsoft SQL Server, not just the WhatsUp Gold databases. WhatsUp Gold only supports accessing the database via an account with full administrator rights. WhatsUp Gold does not support using a limited access database user account.
  • User's language is set to (United States) English. This can be set in the properties for the login used by WhatsUp Gold.

If you need assistance configuring or verifying these prerequisites, contact your database administrator or refer to the Microsoft SQL Server documentation.

To install WhatsUp Gold using advanced options:

1. If you are asked to install the required role services, click Yes. The installation program installs the required IIS components.

   Note: When IIS is detected, but not all of the required role services are installed, you will be asked if you would like to install the IIS role services.

2. Read the Welcome screen.

   Tip: Click a link to view a Help resource.

3. Clear Hide advanced installation options. This option must be cleared in order for you to use the advanced installation options.

   Click Next. The License Agreement dialog appears.

4. Read the license agreement. If you accept the terms of the license agreement, select I accept the terms of the license agreement.
   • To print a copy of the license agreement, click Print. The license agreement is sent to the default printer.
   • If you do not accept the terms of the license agreement, click Cancel to exit the installation program.
5. Select one of the <MSSSQL> Installation options, then click Next.

   Note: If you want to use and existing local or remote installation of Microsoft SQL Server 2005, or Microsoft SQL Server 2008 or 2008 R2 in support of WhatsUp Gold, select the option allowing you to choose an existing Microsoft SQL Server 2005 or Microsoft SQL Server 2008 or 2008 R2 database.

6. If you selected to use an existing local or remote installation of Microsoft SQL Server 2005, or Microsoft SQL Server 2008 or 2008 R2 for use with WhatsUp Gold, the Database Server Login dialog appears. Enter the database server address and SQL Server authentication information in this dialog.

   Important: Make sure that the "master" database for the existing SQL Server database instance that is hosting the WhatsUp database is configured to use case-insensitive collation.

   Tip: If you cannot remember your database server's hostname, click Browse to see a list of all database servers detected on the domain. Database servers to which you can connect but which are not configured on the same domain as the computer where you are installing WhatsUp Gold are not shown. The Browse dialog scans your entire domain, so it may take some time before showing you a list of database servers.

   1. In Database server that you are installing to, enter the hostname, or hostname and instance of your database server.

   Note: If you are using a database instance other than the default instance, you must include the instance name using the format <Server_Name>\<Instance_Name>.

   1. In SQL Server Authentication, enter the correct Login ID and Password.

      Important: If you want to change the SQL Server user account, the account you want to use must have the same permissions as the 'sa' account.

   2. Click Next. The installation program attempts to validate the credentials you entered and checks for the existence of WhatsUp Gold databases on the database server.
      If WhatsUp Gold databases are found on the database server, the setup program alerts you and asks if you want to continue.
      • Select Yes to upgrade the databases and continue the installation.
      • Select No to select another Microsoft SQL Server. After the credentials are validated, the Enter Microsoft SQL Server 2005 Express Edition Paths dialog appears.
7. If you selected to install Microsoft SQL Server 2005 Express Edition on the local machine, the Enter Microsoft SQL Server 2005 Express Edition Paths dialog appears. Perform the following:
   1. Select the install directories for Microsoft SQL Server 2005 Express Edition. The application and data files are installed in default directories. To change the locations, click Browse to find and select a different directory for the application files or the data files.

      Important: Make sure that you have a large capacity drive selected for data storage. The data files for WhatsUp Gold can reach a maximum size of 22 GB.

      Important: During the initial installation, databases are created for WhatsUp Gold Flow Monitor. These initial databases are limited in size, but are increased the first time the Flow Monitor collector initializes. If at least 16 GB of disk space are available when the collector initializes, the maximum size of the Flow Monitor databases is increased to 4 GB each (16 GB total including transaction logs). If less than 16 GB is available, the maximum size of the Flow Monitor databases is limited proportionately to the amount of free disk space. If your license includes WhatsUp Gold Flow Monitor, we strongly recommend that you verify that you have at least 16 GB of free disk space before installing.

   2. Click Next. The Specify the SQL "sa" Account Password dialog appears.
   3. Specify a User Name for the account and enter and confirm a Password. You also have the option to Keep the default password.

      Important: If you want to change the SQL Server user account, the account you want to use must have the same permissions as the 'sa' account. The password you create must meet any password complexity rules enforced by the local server or domain.

   Click Next. The Database Names dialog appears.

8. If you selected to use an existing local Microsoft SQL Server 2008 or 2008 R2 database or an existing remote Microsoft SQL Server 2005 database, use the Microsoft SQL Server 2005 Express Edition Paths dialog to install the Microsoft SQL Server 2005 Express Edition client tools (required for installations of WhatsUp Gold that use Microsoft SQL Server databases). Perform the following to select install directories for the Microsoft SQL Server 2005 Express Edition database tools:
   1. Select the install directories for the Microsoft SQL Server 2005 Express Edition tools. The application and data files are installed in default directories.
   2. To change the locations, click Browse to find and select a different directory for the application files or the data files.

   Note: If you selected to use an existing Microsoft SQL Server 2005 database installed on the local server, the database tools will already be installed.

   Click Next. The Database Names dialog appears.

9. Type any changes you want to make to the WhatsUp database and Netflow database names.

   Note: The database names must be in English and must use alpha-numeric characters (A-Z,a-z,0-9 and the underscore character "_" ).

   Note: You can only change the default database names during the initial WhatsUp Gold installation. You cannot change the names of these databases following the initial installation.

   Note: The default database name for the WhatsUp Gold database is WhatsUp, and the default name for the Flow Monitor database is Netflow.

   Note: The Netflow Archive database will use the Flow Monitor database name with the letters 'Ar' appended to the end. The default name for the Flow Monitor Archive database is NFArchive.

   Click Next. The Choose Destination Location dialog appears.

10. Select the installation directory for the WhatsUp Gold application files.

    The default path is C:\Program Files\Ipswitch\WhatsUp. We recommend that you use the default path. After you select the installation directory, click Next. The Choose Port dialog appears.

    Tip: The Program Files directory path may vary if on a 64 bit system (for example, Program Files (x86)). You can install WhatsUp Gold to a different location. To select a different location, click Change.

    Note: If the installation program detects data from a previous installation of WhatsUp Gold, the Backup Web and Report Files dialog appears. We recommend that you select Back up the existing Web and report files, then click Next.

    Click Next. The Choose Port dialog appears.

11. Choose a TCP port for the WhatsUp Gold web site. The installation program creates an IIS web site using this port. The default port is 80.

    Note: It is recommended that port 80 be used for the WhatsUp Gold web site. If another port number is used, the URL for the WhatsUp Gold web site will require that port number to be appended to the hostname or IP address when forming the URL. For example if you chose 8888 as the port number instead of 80 your URL for a WhatsUp Gold install on the local host would be: localhost/nmconsole:8888

    Note:If port 80 is used by a current IIS web site, you must either allow WhatsUp Gold to disable that web site and take over port 80, or choose another port.

    Click Next. The Specify a Windows user account and password dialog appears.

12. Specify a User Name for the Windows user account and enter and confirm a Password.

    Click Next. The Ready to Install the Program dialog appears.

13. Click Install. The WhatsUp Gold install program begins the installation.
14. When the installation program completes, the InstallShield Wizard Complete dialog appears.
    Click Finish. The setup program closes. The WhatsUp Setup will appear, and the WhatsUp Gold Web interface will appear.

See Also Installing WhatsUp Gold using WhatsUp Setup Running WhatsUp Setup Installing WhatsUp Gold