Installing the Main Management Service (MS)

About this task

This procedure describes how to install the main SOTI Connect Management Service. See Installing the Failover Management Service Instance for failover instance installation instructions.

Important: Close Windows Services and Task Manager applications before preforming any installation related activities.
Warning: When entering the SQL server hostname for any SOTI Connect component, make sure to enter the full hostname and is the same across all components.

Procedure

  1. On the server where you want to install the main Management Service, extract the SOTI Connect installation package (.zip file) to a temporary folder.
  2. In the temporary folder, run the SOTI Connect installer executable (SOTI Connect Installer.exe). The SOTI ConnectSetup Wizard displays.
  3. When prompted, allow the installer to make changes to your system.
  4. Select Install Connect components. Select Next.
    SOTI Connect Setup Wizard
  5. Select Custom installation and select Next.
    SOTI Connect Setup Wizard - Custom
  6. Select Management Service, File Store Service, and other components as needed. This includes the Logging Service (this cannot install as a separate component). You can install the File Store Service as a separate component, see Installing FS with MS and Installing a Standalone FS. Select Next.
    Setup Wizard
  7. In the host name field, enter the VMs FQDN where the MS installs. The Protocol Adapters (PA) use this hostname. In the load balancer field, enter the load balancer's hostname. This hostname is used during installation to generate a server HTTP certificate (if you choose to generate a new root certificate in step 8). Select Next.
    Setup Wizard
  8. Import an existing root certificate or generate a new one. Enter the password and select Next.
    Setup Wizard
    Note: Optionally, you can download the root certificate from the SOTI Connect Web Console's main menu, navigate to Administration > Certificates Management > Download Root Certificate.
  9. Add a server certificate. For a failover installation, you can select any available options. For example, use the root certificate from the earlier step.
    Setup Wizard
  10. On the File Store Service configuration screen, enter the following information and select Next.
    1. In the File Store Service Network Address field, enter the load balancer's hostname and port numbers.
      Note: The HTTP hostname field is read-only as FS uses a single host for its API.
    2. If you want to change the FS file system location, select Browse to give a local file storage or shared network location path. See Setting Up a Shared Network Location for more information.
    3. In the Logging Service Network Address field, enter the load balancer's hostname and port number.
    Configure File Store Service
  11. On the File Store Service HTTPS Certificate screen, provide the appropriate HTTP server and HTTP root certificate information as follows and select Next.
    • Select Generate server certificate. Reuse root certificate from Management Service if FS is installs along with MS. In this case, the HTTP certificate generates from the MS root certificate (either custom or auto generated) and is used as the FS HTTP root certificate.
    • Select Generate server certificate. Upload independent root certificate to upload a custom root HTTP certificate that is used for server HTTP certificate generation and later, for its validation.
      Note: If you have used a custom root certificate for MS installation, use the same for FS. If you have a custom HTTP certificate for FS, select it. If you are using the auto generated MS root certificate (default), you can export it from the installer during the MS installation. Or you can export it by navigating to SOTI Connect Web Console's main menu > Administration > Certificates.
    • Select Upload server certificate and corresponding root certificate to upload the HTTP root certificate and HTTP server certificate. Use this option if your certificate is provided by a trusted certificate authority.
    Configure File Store Service HTTPS Certificate

    To update HTTPS certificates, see File Store Service (FS).

  12. Choose a location to install SOTI Connect.
    Setup Wizard
  13. Define how the MS connects to the SQL server. Localhost cannot be used for the MS failover installation because it must be able to use the same SQL server as the main MS. During a failover installation, the installer connects to the active MS instance and request connection information.
    Setup Wizard
  14. Add the hostname of your SQL instance. Select SQL server authentication and enter a username and password. Select Test Connection.
  15. Select Next, then Install.
  16. Once the installation completes, select Finish. Sign in to SOTI Connect to see the installed active MS.
    Finish Installation