CP-Server

Run the program Setup.exe from the [DVD]:\Setups\CP-Suite\CP-Server x64 folder. First, choose the language.

At the beginning of the installation, you will see a list of all the missing software prerequisites. You can cancel the installation of the optional components in the next step, if you wish. All the required components will install automatically. An installed Microsoft SQL Server 2016 SP1 or higher is prerequisite for installing the CP-Server.

You need to restart the system following the Microsoft .NET installation. Since the computer will normally restart automatically, please close all open documents and applications before running the installation.

Please note:

When upgrading to version 7.x (from version 6.x or an older version), all users will be transferred to CP-Identity Management. For this purpose, each user must be assigned a unique e-mail address. You can do this during the installation in the CP-Control Center or after the installation in the user migration step of the CP-Setup Guide.

When you have accepted the licensing agreements, select the installation directories. CP-Server x64 (64 bit) installs to 2 installation directories: one for the 32-bit components and one for the 64-bit components.

When you have confirmed or changed the installation directories, you will come to the feature selection step.

For an explanation of the symbols, click "Help". You can select the following features:

Select the required features according to the CP-Suite modules included in your licence. Click the feature menu to cancel the selection of all the other features:

The CP-Suite application server (CP-Server) installs as a service by default. If you do not wish to install the application server as a service, disable the "CP-Server Service" option under "CP-Server" in the Features menu.

Installs the Corporate Planner Web Client. This feature is also necessary if you have licensed the CP-Sales Dashboard.

CP-Identity Management is the user management system for the Corporate Planner Suite. This feature is installed automatically with every CP-Server installation. If you disable this feature, CP-Identity Management must be installed on a different server.

In the CP-Control Center, you can manage all users, roles, data sources and licences, and you can assign access rights. This feature installs automatically with every CP-Server installation, so you need not install a separate CP-Suite client for the administration of the CP-Suite. You can cancel the selection of the CP-Control Center if you do not want to install it on the server.

This feature installs the Qlik Sense Server, with which you can create charts depicting your business figures if you have a licence for it. It is not selected by default. The Qlik Sense Server installation must be carried out before the CP-Server installation. For installation details please read the chapter Qlik Sense Server. If an installed Qlik Sense Server is already available, this feature is not necessary.

If you select the Qlik Sense Server installation, you have the option of installing CP-Connectivity Qlik, the Corporate Planner Suite interface to Qlik. This feature is not selected by default.

This feature creates a shortcut to each feature in the Windows Start menu and on the desktop. You can cancel the selection of the shortcuts in the features menu, if you prefer.

If you have selected the CP-Cash or CP-Workflow feature, you will be asked for the authentication method and database server for each module.

Enter the applicable database server with the respective login details for each module. If you are using the same database server for all three modules, select the "Use this Microsoft SQL Server for the CP-Workflow module too" option.

Please note:

The database server for CP-Server is authenticated at the end of the installation in the CP-Setup Guide.

Here, enter the URL via which CP-Server can be accessed. This setting is needed for accessing the CP-Identity Management server. It will be applied in the next installation step.

For local installations, the default setting is "localhost". However, we recommend always using the FQDN.

Click the "Determine FQDN" button for the server name to be automatically determined and entered as the host name. If the computer is not a member of a domain, the computer name will be entered.

This specification is optional. It is used in the configuration of the required URIs in the next installation step.

In this step, access to the CP-Identity server is configured. If you specified a cp.config file in the previous dialogue, the settings you made there will be applied here. Otherwise, default values will be used.

Click "Install" to install CP-Server with the selected features. This procedure may take several minutes depending on the system.

To complete the installation, click "Finish". This will also start the validation and configuration process in the CP-Setup Guide.