CP-Setup Guide

The CP-Setup Guide makes sure that the system is properly configured in order to run smoothly. After a successful CP-Server installation, the CP-Setup Guide will start automatically and take you through each step.

When you have selected the language, the licence is verified. If this is not yet activated, click "Activate licence". This opens the CP-Licence Manager to read in and activate the licence file (see Licensing). You should have received your licence file by e-mail from Corporate Planning Order Processing. If you have any queries, please contact our Support.

If you installed CP-Server as a service, you can now enter the service login details. To select a user from the list of available users, click the (...) button. Enter the password for that user.

In the next step, set the paths for communication between CP-Server and the SQL Server. The backup directory is for manual data backups by the user. The exchange directory contains temporary files. The CP-Server and the SQL Server must have read and write permissions to these directories. If you specify a directory which does not yet exist, this will be created automatically when you go to the next step.

If the CP-Server and the SQL Server are both installed on the same computer, the paths for "SQL Server" and "Local" for the backup and exchange directory can both refer to the same local directory. Otherwise, network shares must be created on the SQL Server. For "SQL Server", enter the local path to the network share. For "Local", enter the UNC path to the network share.

In this step, you can enter the details for connecting to the SQL Server. The service user is used for authentication by default.

Alternatively, you can configure a custom SQL server authentication. Select "Microsoft SQL Server authentication" and then enter the access data.

If the port verification fails because there are conflicts, you can enter alternative ports here.

If you enable the auditing function, you can keep a record of all the alterations which are made in the CP-Control Center. Specify a Microsoft SQL Server on which the database for recording the audit events should be saved. If you do not select the "Microsoft SQL Server authentication" option, the CP-Server login details will be used.

Select the "Recording of the auditing events with the external CP-Log service" option if you wish to use a separate log service outside the CP-Suite. You may need to specify a separate user account in this case.

If you activate password policies, the following password rules will come into effect for all CP-Suite users:

You can activate or deactivate the password policies at any time in the configuration tool CP-Config.

A password must contain at least one letter, one numeral and one special character. There is no case sensitivity. In addition, the password cannot be identical to the account name.

Please note:

Password policies do not apply to Windows users! For CP-Suite system users (CP-Web, CP-BSC, users for automatic import, etc.), deactivate the password policies again in the CP-Control Center afterwards.

For secure communication with the application server (CP-Server), you can create a new certificate or add an existing certificate. The thumbprint and path are entered in the application server configuration (CP-Config) automatically.

If you selected the Qlik Sense Server feature in the CP-Server installation, the CP-Setup Guide will take you through the configuration of the Qlik Sense Server. The certificate settings and Qlik Server addresses specified during the Qlik installation will be displayed.

Enter the required data, such as the name, organisation, licence key and control number (optional: LEF). During the integrity check that follows, the Qlik auto-configuration will be carried out with the data you have entered and the values will be transferred to CP-Config.

If you use Microsoft Power BI and wish to access your content via the Web Client, you will need to configure the connection to Microsoft Power BI. Configure your access via a service user or a user login and enter the required parameters. When you have entered all the required parameters, you can test the connection to Microsoft Power BI.

Please note:

To enable Microsoft Power BI to be configured during the installation of the application server, the Power BI tenant login details are stored. You can obtain this information by setting up a "Power BI Embedded" app in the Azure AD. This app must be linked to the Azure AD. This step requires administrator rights for the Azure AD.

Finally, the CP-Setup Guide verifies all your settings. If one of the checks fails, this will be indicated by an error symbol. The "Configure" link takes you straight to the relevant step so that you can review the settings.

You can repeat the tests whenever you wish by clicking "Restart tests". If you would like the CP-Server to start automatically when the CP-Setup Guide has finished, select "Start CP-Server after completion".

Please note:

If the CP-Server is installed as a service and then configured in the CP-Setup Guide to be run by a different user, the CP-Setup Guide will mark the service login as failed. This is due to Microsoft Windows User Account Control (UAC). If you deactivate UAC, the CP-Setup Guide will show the correct value.

You can start the CP-Setup Guide whenever you wish. You will find it in the Windows Start menu à All Programs à Corporate Planning à CP-Server à Configuration check or Configuration help. Configuration check reviews all the settings automatically, and Configuration help lets you review and alter the settings manually.