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Business Metrics v2

Business Metrics v2

Prerequisites Guide
Table of Contents
1 Introduction 4

1.1 About this Document 4

1.2 Who Should Read this Document 4

1.3 Warnings and Precautions 4

2 Prerequisite Installation 5

2.1 Hardware Prerequisites 5

2.2 Software Prerequisites 5

2.3 Description of SQL Instances 6

2.4 Business Metrics v2 Installation 6

2.4.1 Clean Installation of Business Metrics v2 with SQL Server 2016 SP1 6

2.5 Network Configuration (Open Firewall Ports) 7

2.6 TLS Configuration 7

2.7 Service Account 7

2.8 Turn Off User Account Control 7

2.9 Installing .NET 3.5.1 Features 8

2.10 Installing Microsoft .NET Framework 4.6 11

3 Business Metrics v2 Prerequisite script Installation Steps 12

3.1 Installing Business Metrics v2 Prerequisites Vbs 12

4 Post Prerequisites Installation Script Steps 13

4.1 Verify/Install SQL Server Service Pack and additional items 13

4.2 Installing SQL Server Management Studio 17 13

4.3 Microsoft SQL Sys Clr Types 13

4.4 Installing and Configuring Power BI Report Server and Desktop 14

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 4.4.1 Power BI Report Server 14
4.4.2 Power BI Desktop 24

4.5 Enabling Security Settings in Internet Explorer 24

4.6 Processing Guidelines 25

5 Appendix A – Manual Prerequisites Installation with SQL Server 2016 SP1 26

5.1 Add Service Account to Local Security Policy>Log on as a service 26

5.2 Microsoft .NET Framework 4.6 installation 27

5.3 Configuring Distributed Transaction Coordinator (DTC) 27

5.4 Manual Addition of IIS Server Role 29

5.5 Add Service Account to Local Admin 32

5.6 Manual Installation of SQL Server 2016 SP1 Enterprise Edition (EE) 32

5.7 SQL Server 2016 Service Pack 1 43

5.8 Installation of SQL Server Management Studio 17 44

5.9 Validate SQL Server Installation and Configuration 47

5.10 Database Post Installation Steps 50

5.11 Creating SQL Authentication User 51

5.12 Creating SQL Linked Servers 54

5.13 Post Prerequisites Installation Steps 62

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1 Introduction
1.1 About this Document
This document provides guidance about Pre requsists installing and configuring Business
Metrics v2.

1.2 Who Should Read this Document

This document is intended for professionals involved in the support and operations of
applications placed within KPMG data centers. This includes members of the business
organization, the product owner organization and ITS support groups.

1.3 Warnings and Precautions

The production installation was initially built with the versions of documentation and software
media described above. If you use more recent versions of the software media or
documentation, these master build guidelines may not correctly reference document sections
and there is no guarantee that the software will perform in a stable manner.
If documentation that is more recent is utilized, please accommodate for possible changes to the
order or content of the document sections. It is recommended that application functionality be
retested if different versions of documentation or software are used.

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International. KPMG International provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm
vis-à-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm. All rights reserved. 4
2 Prerequisite Installation
2.1 Hardware Prerequisites
Regardless whether a physical or virtual server is being utilized, please configure the server with
Windows Server 2012 R2 as per the KPMG standard, and proceed with the installation guide.
For more information regarding all components of server configurations, please refer to the
Technical Architecture document available under the “Installation Guidance” folder on the
Business Metrics v2 Release Site.

2.2 Software Prerequisites

Business Metrics v2 is a two-server deployment. Verify that the common and individual
prerequisites for each deployment type are installed on all servers.
Please refer to table 2.2.1 to install and configure required prerequisites.
Table 2.2.1

Software Component Description Purpose Installed By:

Web server Serves as web server for application Business Metrics v2

IIS 8.5 (for 2012 R2) services which hold virtual directories Prerequisites Installer

.Net Framework 3.5 Framework Provides required application components Manual installation

.Net Framework 4.6 Framework Provides required application components Manual installation

SQL Server 2016 Database Application backend databases Business Metrics v2

Enterprise Edition – Engine Prerequisites Installer
Database Engine

SQL Server 2016 SP1 – SQL Service Service Pack 1 for SQL Server 2016 SP1 Business Metrics v2
Service Pack 1 Pack Prerequisites Installer

SQL Server 2016 SP1 Reporting Component to view SSRS custom reports Business Metrics v2
SQL Server Integration Prerequisites Installer
Services (SSIS)

SQL Server 2016 SP1 Analysis Application backend databases Business Metrics v2
SQL Server Analysis Prerequisites Installer
Services (SSAS)

SQL Server 2016 SP1 Reporting Management tools to configure the Business Metrics v2
SQL Reporting Services application backend reporting database Prerequisites Installer
(SSRS) and web services

Sys CLR Types for SQL Reporting Prerequisite to Microsoft Report Viewer Manual installation
2014 2015 Redistributable Package

SQL Server SQL Application to manage SQL components Manual installation

Management Studio 17 Management

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 PowerBI Report Server Reporting Management tools to configure the Manual installation
application backend reporting database
and web services

PowerBI Desktop (To be Reporting Authoring reports Manual Installation

installed on the
Desktop, Not on Server)

Note: Please ensure that the Business Metrics v2 server Regional Settings are consistent with
the Regional Settings set on the WG+S2 Server(s) where the engagement data resides.

2.3 Description of SQL Instances

The Business Metrics v2 application requires three SQL Instances to be installed and configured
across two servers, Engagement Processing Server and the Datawarehouse Server.
The Engagement Processing Server will host the EAUDITEP instance only.
The DataWarehouse Server will host both the EAUDIT and EAUDITREPORT instances.
SQLINSTANCE_Engage DataMart Database Instance <Engagement_Processing_
ment Processing Server>\EAUDITEP
SQLINSTANCE_DataW DataWarehouse Database Instance <Data_Warehouse_Server>
arehouse \EAUDIT
SQLINSTANCE_Cubes DataWarehouse Cubes & Reports <Data_Warehouse_Server>
& Reports DB Instance \EAUDITREPORT
The below table provides information about what will be installed under each SQL instance:
SQL Instance Installers Purpose
Engagement Processing Instance  Admin Tool Scrub and transfer engagements
into the DataMart version-specific
(SQL Instance Name: EAUDITEP)  DataMart DB databases

 Connectors
Merge DB Instance  Datawarehouse Host the active and historical data
warehouse databases
(SQL Instance Name: EAUDIT) Database
Report DB Instance Host the SSRS reports and cube
 Efficiency Measure databases
(SQL Instance Name: Reports Cubes
EAUDITREPORT)
 Business Metrics Cubes

2.4 Business Metrics v2 Installation

Refer to the Business Metrics v2 can only be deployed as fresh installation.

2.4.1 Clean Installation of Business Metrics v2 with SQL Server 2016 SP1
Installation of all necessary prerequisites for Business Metrics v2, including the installation of
SQL Server 2016 SP1, is highly recommended to be done via the Business Metrics v2
prerequisites script. Refer to Section 3.1 Installing Business Metrics v2 Prerequisites Vbs for

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instructions. For manual installation of all prerequisites and SQL Server 2016 SP1, refer to
Appendix A – Manual Prerequisites Installation with SQL Server 2016 SP1.

2.5 Network Configuration (Open Firewall Ports)

For installations that require firewall ports to be opened between the Business Metrics v2
Servers and the Exchange Servers, the required firewall ports must be configured to permit
traffic for Business Metrics v2 to function properly.

2.6 TLS Configuration

Business Metrics v2 communicates amongst its server roles over TLS which uses port 443;
therefore, the protocol and port must be open for communication among the servers/server
roles. Please refer to the TLS 1.2 Configuration Guide for SQL 2016 SP1 to configure TLS in an
Business Metrics v2 environment.

2.7 Service Account

The following service account needs to be created on a Domain Controller:
Note: Please follow the country’s process and guidelines when creating this service
account. This service account DOES NOT need to be a domain administrator. However, it
needs to be created at the domain level to allow out of process communication.

Note: If multiple service accounts are planned to be used during the Business Metrics v2
installation, all of these service accounts should be added to all of the SQL and SSAS
instances with the sysadmin role (DB Engine: EAUDITEP, EAUDIT, EAUDITREPORT | SSAS:
EAUDITREPORT)

Service Account Purpose Example

Application service SQL Service and Admin tool <Domain>\<Service

account Account name>

2.8 Turn Off User Account Control

Turning off User Account Control (UAC) through the Control Panel in Windows 2012 does not
fully disable it.

The following instructions will disable UAC properly:

1. Open the Registry Editor and browse to the registry key:

‘HKLM\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System’

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 2. Set value of the registry key EnableLUA to 0

3. Close the Registry Editor and restart the server

4. If needed, at the end of the Business Metrics v2 installation, change the value of the
EnableLUA registry key back to 1 to turn UAC back on

2.9 Installing .NET 3.5.1 Features

1. Navigate to Server Manager and click on Manage and select Add Roles and Features

2. Click on Next through to the Features menu

3. On the Features page, check all boxes under .Net 3.5 and click Next

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4. Click Add Features

5. Click Next for through to the Confirmation menu

6. On the Confirmation page, click Install

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 Note: Windows Server 2012 R2 does not require the installation source files to be loaded
on the local disk. If these files are not present, you will not be able to activate these
features without specifying an alternate source path.

Proceed with steps 7 – 9 only if the installation is unable to find the source files.

7. Copy SXS files, which are provided with the OS installation media, to a location which is
locally available from the server
8. On the Confirmation page, click the Specify an alternate source path link

9. On the Specify Alternate Source Path page, type the path of the SxS folder as a local path
or as a network share path

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 10. Click OK
11. Click Install to finish the wizard

2.10 Installing Microsoft .NET Framework 4.6

Refer to Section 5.2 for instructions on the installation of Microsoft .NET Framework 4.6.

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3 Business Metrics v2 Prerequisite script Installation
Steps
3.1 Installing Business Metrics v2 Prerequisites Vbs
The prerequisites VBScript file and path is located below. This script needs to be executed on
both servers from an elevated command prompt using cscript.
For example:
cscript <location of files>\SQL_Server2016\Install_BusinessMetricsv2_PreRequisites.vbs
Restart the server(s) after the prerequisite installation is complete.

SQL Installation File Name Installation File Location

Version

SQL Install_BusinessMetricsv2_PreRe <Build

Server quisites.vbs Folder>\SQL_Server2016\Install_BusinessMetricsv2_PreRequisite
2016 s.vbs

Note: Before running the script, ensure that the SQL Server installer and all Business Metrics
v2 installation files were copied to a local drive on the server(s). The SQL Server setup.exe
installer path and a valid serial key must be provided in ACT.

Note: Once the prerequisite installation is complete, check the installation logs located in
C:\Program Files\KPMG\Global Server\Logs to verify no errors occurred.

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4 Post Prerequisites Installation Script Steps
4.1 Verify/Install SQL Server Service Pack and additional items
After the installation of the prerequisites have been completed, verify the version of SQL is
13.0.4001.0 as shown below. If this is not the version shown, install the appropriate SQL Server
Service Pack on all servers and SQL instances (SQL Server 2016 SP1 Service Pack 1).

Without SP1 being installed, the Business Metrics v2 installation will end prematurely. See
Appendix A – section 5.7 for instructions on installing SP1.

4.2 Installing SQL Server Management Studio 17

Microsoft SQL Server 2016 requires a new version of SQL Management Studio which requires a
manual installation. See Appendix A – section 5.8 for instructions on installing SQL Management
Studio 17.

4.3 Microsoft SQL Sys Clr Types

Microsoft Sys CLR Types are required for SQL Reporting functionality and were delivered with
SQL 2014. These files are no longer included with SQL 2016 and will need to be installed
manually. The Sys CLR Types for SQL 2014 can be downloaded from the following link:
https://www.microsoft.com/en-us/download/details.aspx?id=42295
Choose the ENU\x64\SQLSysClrTypes.msi installer from the list:

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4.4 Installing and Configuring Power BI Report Server and
Desktop
The March 2018 versions of Power BI Report Server and Power BI Desktop must be used
for Business Metrics v2.
Note: If any other version of Power BI Report Server and/or Desktop is used there will be
issues publishing reports to the Business Metrics Portal.

The install files will be available for download from ATIFTP using the following links:
Power BI Report Server -
http://www.atiftp.kworld.kpmg.com/ATIDownloads/ApplicationReleaseSite/05252018_MS_
Power_BI_Report_Server.zip
Power BI Desktop x64 -
http://www.atiftp.kworld.kpmg.com/ATIDownloads/ApplicationReleaseSite/05252018_MS_
Power_BI_Desktop_x64.zip

4.4.1 Power BI Report Server

Copy PowerBIReportServer to a folder on the DataWarehouse server’s local hard-disk before
installation.

1. Double click on the PowerBIReportServer.exe file to start the installation

2. Click on Install Power BI Report Server

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3. Choose Enter the product key: and enter a product key. Click Next

Note: Please obtain the Power BI Report Server product key from your country local contacts (same
contacts who provided you the SQL EE licence key)

4. Accept the terms and click Next

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5. Click Next

6. Confirm or choose a new installa location and click Install

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7. Once the installation of Power BI Report Server is complete, on the last screen,click on the
Configure report server button as seen below:

8. Connect to the Report Server Configuration Connection for the Power BI Instance

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9. Enter the domain service account used in ACT

10. Navigate to the Web Service URL, keep the default Virtual Directory, select the Server
Certificate and click on Apply

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11. Click OK to continue with the configuration. Note that a reboot will be required

12. Navigate to the Database tab and click on Change Database

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13. In Change Database wizard select Create a new report server database ge and click Next

14. Enter the ServerName\EAUDITREPORT instance in Server Name and Select the
Authentication Type of Current User – Integrated Security and click Next

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15. Enter the Database Name (this can be left as the default value) and click Next

16. Select the Authentication Type and enter the User Name if required and click Next

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17. Verify the info written in the Summary tab and click on Next

18. Ensure that all steps in the configuration are Successful and click Finish

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19. Navigate to the Web Portal URL, verify the Virtual Directory and click on Apply

20. Click OK to continue with the configuration. Note that a reboot will be required

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 21. Once complete, both HTTP and HTTPS URLs will appear as links and the Configuration of
Power BI Report Server is Complete. Please perform a reboot of the server

4.4.2 Power BI Desktop

Power BI Desktop should be copied to and installed on a workstation. This application can be
installed using all default values.

4.5 Enabling Security Settings in Internet Explorer

1. Open Internet Explorer  Internet Options  Security  Custom Level (for Internet zone)

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 2. Go to Scripting  Active scripting: Enable this feature

4.6 Processing Guidelines

Please follow the additional guidance described in the Business Metrics v2 Engagement
Processing Guidelines document available under the “Installation Guidance” folder on the
Business Metrics v2 Release Site, which outlines the following:

 Configuration and allocation of memory (RAM) to SQL instances for single and two server
setup
 Calculator to define % of memory (RAM) to be allocated to each SQL instance in an
Business Metrics v2 environment

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  Additional considerations and recommendations to achieve optimum and consistent
performance with Engagement Processing

5 Appendix A – Manual Prerequisites Installation with SQL

Server 2016 SP1
This section is only meant for use if a manual installation of all IIS and SQL components will be
performed.

5.1 Add Service Account to Local Security Policy>Log on as a

service
The service account that was used for the installation of SQL and the Application Pools will need
to be added to the Log on as a service Local Security Policy on both servers. This permission is
required for the File Drop service.
Follow the below steps to add the service account to Log on as a service:
1) Open Local Security Policy
2) Navigate to Local Policies>User Rights Assignment>Log on as a service
3) Click Add User or Group…
4) Add the service account that was used in ACT and click OK

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5.2 Microsoft .NET Framework 4.6 installation
Microsoft .Net Framework 4.6 is a prerequisite for Business Metrics v2 and must be installed on
all servers.
The installer for Microsoft .Net Framework 4.6 is not distributed with the Business Metrics v2
installer package. A copy can be downloaded from the official Microsoft website:
https://www.microsoft.com/en-us/download/details.aspx?id=48130
1. Run the installer. Accept the license terms and click Install

2. Once installation has completed click Finish then restart the server

5.3 Configuring Distributed Transaction Coordinator (DTC)

Important: Perform the following steps on all servers.
1. From the Run Command, type DCOMCNFG and hit Enter to open the Component
Services window

2. Expand Component Services → Computer → My Computer → Distributed Transaction

Coordinator → Local DTC. Right-click on Local DTC and select Properties

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3. From the Local DTC Properties window, click the Security tab. Enable Network DTC
Access and follow the remaining options as seen below

4. Click Apply and select Yes to restart the service

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 5. Once the MSDTC Service has restarted, click OK

6. From Windows Services in Control Panel, confirm that the Distributed Transaction
Coordinator service is Running and set to start Automatically

5.4 Manual Addition of IIS Server Role

1. Open the Server Manager console from the Administrative Tools from Start screen.

2. Select Add roles and features from the right side of the window.

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3. Click Next to skip the Before You Begin screen, then select the Role-based or feature-
based installation radio button on the Installation Type screen and click Next.

4. Select the correct server on the Server Selection screen and click Next.

5. Under Server Roles section, please select the below list of role services and click Next.
 Common HTTP Features:
 Default Document
 Directory Browsing

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  HTTP Errors
 Static Content
 Health and Diagnostics:
 HTTP Logging
 Request Monitor
 Performance:
 Static Content Compression
 Security:
 Request Filtering
 Basic Authentication
 Windows Authentication
 Application Development:
 .NET Extensibility 3.5
 .NET Extensibility 4.5
 ASP
 ASP.NET 3.5
 ASP.NET 4.5
 CGI
 ISAPI Extensions
 ISAPI Filters
 Server Side Includes
 Management Tools:
 IIS Management Console
 IIS 6 Management Compatibility
o IIS 6 Metabase Compatibility
o IIS 6 Management Console
o IIS 6 Scripting Tools
o IIS 6 WMI Compatibility
6. Under Features, please select the below list of Features services and click Next.
 .NET Framework 3.5 Features:
 .NET Framework 3.5 (includes .NET 2.0 and .NET 3.0)
 HTTP Activation
 Non-HTTP Activation
 .NET Framework 4.5 Features:
 .NET Framework 4.5
 ASP.NET 4.5
 WCF Services
o HTTP Activation
o Message Queuing (MSMQ) Activation
o Named Pipe Activation
o TCP Activation
o TCP Port Sharing
 Windows Process Activation Service:
 Process Model

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  .NET Environment 3.5
 Configuration APIs
7. Verify the Features services selected and click Install.

5.5 Add Service Account to Local Admin

Add the domain account that will be used as the service account for SQL and IIS usage to the
Local Administrator group on all servers.

1. On all servers, open Computer Management. From the left menu, expand Local Users
and Groups -> Groups. Right-click on Administrators and select Add to Group.

2. From the Administrator’s Properties window, click Add to search and assign the account
to the Local Administrator’s group. Click OK and perform the above steps on any other
server.

5.6 Manual Installation of SQL Server 2016 SP1 Enterprise Edition

(EE)
Three separate instances of SQL are required for Business Metrics v2. The Engagement
Processing Server will host the EAUDITEP SQL instance (ex: ServerName1\EAUDITEP) and Data
Warehouse Server will host the EAUDIT SQL instance (ex: Servername2\EAUDIT) and
EAUDITREPORT SQL Instance (ex: Servername2\EAUDITREPORT).

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Install the SQL Server instances with only the required features as listed below.

Before proceeding the installation of SQL Server 2016 SP1, verify .NET Framework 3.5.1 has
been enabled on the server(s). Refer to Section 2.9 Installing .NET 3.5.1 Features.

1. Double-click the setup.exe file from the root of the installation media, please wait until the
SQL Installation Center window starts. Click on Installation then New SQL Server stand-
alone installation or add features to an existing installation

2. Enter the correct product key in the box highlighted below and click Next

3. On the License Terms screen, select I accept the license terms and click Next
4. Wait for the Global Rules scan to complete. If the window does not automatically switch
to the next screen, select Next

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5. Confirm the option Use Microsoft Update to check for updates is NOT selected. Click Next

6. Wait for the SQL Server update scan to complete. If the window does not automatically
switch to the next screen, click Next

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7. If any failures are detected on the Install Rules screen, select View detailed report to
resolve the issue. Once completed, click Next

8. On the Setup Role screen, select SQL Server Feature Installation and click Next

9. On the Feature Selection step, refer to the tables below the image to select the following
features as required for each separate instance, then click Next

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 Engagement Processing Instance
( Server1\EAUDITEP )
Database Engine Services
Client Tools Connectivity
Integration Services
Client Tools Backwards Compatibility
SQL Client Connectivity SDK
Data Warehouse (Merge) DB Instance Report DB Instance
( Server2\EAUDIT ) ( Server2\EAUDITREPORT )
Database Engine Services Database Engine Services
Client Tools Connectivity* Analysis Services
Integration Services* Reporting Services – Native
Client Tools Backwards Compatibility* Client Tools Connectivity*
SQL Client Connectivity SDK* Integration Services*
Client Tools Backwards Compatibility*
SQL Client Connectivity SDK*

* With additional SQL instance installations on the same server, as is the case of the EAUDIT and
EAUDITREPORT instances, these options are grayed out and previously selected as they have already
been installed

10. On the Instance Configuration screen, set the SQL Server Named instance and Instance ID
then click Next

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11. Enter the named instance as required. Standard Business Metrics v1 named instances
are below
*These SQL named instances will be used during the installation of Audit BI
Please record these names for later use
Engagement Processing DB Instance: EAUDITEP
Data Warehouse (Merge) DB Instance: EAUDIT
Report and Cube DB Instance: EAUDITREPORT
12. On the Server Configuration screen and Service Accounts tab, adjust all start-up types to
Automatic for all services. Configure all services with the same Service Account
Note: The Image below is an example. Depending on the SQL instance, different services
will appear on the list

13. Click the Collation tab. Change the default collation of SQL_Latin1_General_CP1_CI_AS to
Latin1_General_100_CI_AS_KS_WS by selecting the Customize tab
In Windows collation designator and sort order select the collation designator of
Latin1_General_100. Place a checkbox in Accent-sensitive, Kana-sensitive, and Width-
sensitive then click OK

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14. Once the updated collation displays, click Next

Note: When installing the EAUDITREPORT instance, the collation tab will display an
additional section for Analysis Services. Accept the default, Latin1_General_CI_AS, as
seen below

15. On the Database Engine Configuration screen, set the Authentication Mode to Windows
Authentication Mode and add the required users as the SQL Server Administrator by
clicking the Add… button. Add the account used as the SQL Service Account

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16. Select the Data Directories tab. Adjust the directory locations based on country standards
and server volume configuration. Below is an example of a server where the E:\ volume is
for SQL Logs (LDF files) and F:\ is for SQL Data (MDF files). Depending on volume
configurations, backup directories are highly recommended to be allocated to a separate
volume away from Log and Data volumes. Record the drive letters for later use with the
Business Metrics v1 ACT installer

17. Select the FILESTREAM tab

For all three SQL instances, check all the boxes shown and verify the proper name is in
the Windows Share name field based on the instance name

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 Below is only an example for the EAUDITEP instance. All additional instance
installations, use the Windows Share Name of that instance

When finished, click Next

18. For the Reporting database Instance (EAUDITREPORT) only, the Analysis Services
Configuration screen will appear. Add users who require Administrative permissions on
Analysis Services by clicking the Add… button. Add the account used as the SQL Service
Account. Leave Multidimensional and Data Mining Mode selected

19. Select the Data Directories tab and provide the proper drive locations for SQL Analysis
Service. When finished, click Next

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20. For the Reporting database Instance (EAUDITREPORT) only. On the Reporting Services
Configuration screen, select Install and configure and click Next

21. Wait for the Feature Configuration Rules screen to complete. If no processes are found
that could potentially block the install, click Next if the window does not automatically
proceed

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22. Verify the information on the Ready to Install screen. Click Install to being the installation
of the SQL instance

23. Wait for the installation process to complete. Installation could take 20 – 30 minutes per
SQL instance depending on the hardware configuration

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 24. Click on the Close button to end the installation process. Proceed with the installation of
any remaining SQL instances or continue to the next section to update to SQL Server
2016 SP1 if the installer is not already installing an instance of SQL Server 2016 with
Service Pack 1

5.7 SQL Server 2016 Service Pack 1

1. To confirm the SQL Server version, launch Microsoft SQL Server Management Studio
and login.
2. Next to the SQL Instance Name in the Object Explorer window, verify the version of SQL
displayed. If version 13.0.4001.0 is shown, Service Pack 1 is already installed.

If SQL Server 2016 SP1 Service Pack 1 is not installed, download and install for each SQL
instance and reboot the servers before proceeding. Service Pack 1 for SQL Server 2016
SP1 is a requirement for Audit BI v2.

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5.8 Installation of SQL Server Management Studio 17
1. Double click the setup.exe file from the root of the installation media, please wait until
the SQL Installation Center window starts. Click on Installation. Click on Install SQL
Server Management Tools.

2. A web page will be opened with a link to Download SQL Server Management Studio
17.3 (This number may be different. Microsoft updates this site on occasion). Click on
the link and to download the application. Save the file and launch the installer where
SSMS will be installed.

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3. Click “Install” to begin.

4. The installation will take 20-30 minutes depending upon your hardware.

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5. Once installation is finished click “Restart”.

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 6. Installation of SQL Server Management Studio 17 is complete and can be accessed
from the Start Menu.

5.9 Validate SQL Server Installation and Configuration

Note: The screenshots below are for reference only and show examples of the
Datawarehouse Server.
1. From the Start Menu, select the SQL Server Configuration Manager. Select SQL Service
Services from the left side

2. Validate the SQL Server and SQL Server Agent services are running and Automatic as the
Start Mode for all instances

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3. Expand the SQL Server Network Configuration node and select Protocols. Verify the
protocols Shared Memory, Named Pipes and TCP/IP are enabled. If not, enable all of
these protocols. Perform this action for every SQL Instance on all servers

4. All SQL Instances need to have TCP/IP ports adjusted based on the table below (These
numbers may be changed based on country preference. These are the default values set
by the prerequisite installer)
Business Metrics Server SQL Instance Name SQL Port
Engagement Processing EAUDITEP 1113
Data Warehouse EAUDIT 1113
Data Warehouse EAUDITREPORT 1114

5. Select TCP/IP from the Protocol Name column and go to Properties

6. On the IP Address tab, delete anything in TCP Dynamic Ports (a zero means the Database
Engine is listening on dynamic ports). Scroll through the entire list and apply the needed
changes
7. Change the TCP Port under IPAll to the appropriate port number from the list above.
EAUDITEP Instance: 1113

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EAUDIT Instance: 1113

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 EAUDITREPORTING Instance: 1114

8. After the changes to TCP/IP, restart all SQL instances to put the changes into effect.

5.10 Database Post Installation Steps

Important: Perform the following steps for all SQL Instances.
1. Login via SQL Server Management Studio with the appropriate account with sysadmin
rights

2. Click the New Query button and paste the copied scripts as seen below in the query
window

USE MASTER
ALTER LOGIN sa DISABLE

GO

EXEC sp_configure 'show advanced options', 1

reconfigure with override

EXEC sp_configure 'Ad hoc Distributed Queries', 1

reconfigure with override

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 EXEC sp_configure 'filestream_access_level', 2

reconfigure with override

EXEC sys.sp_configure N'remote query timeout (s)', N'0'

reconfigure with override

3. Click the Execute button to run the scripts.

4. Perform the above steps for all other SQL instances.

5.11 Creating SQL Authentication User

Important: Perform the following steps for all SQL Instances.

1. Login via SQL Server Management Studio with the appropriate account with sysadmin
rights

2. Expand the Security folder. Right-click on Logins and select New Login

3. Enter the Login Name and select SQL Server Authentication with a proper password and
uncheck all three boxes as seen below
The default username to create is called DWUSER
Note: Record this information for later use in the installation of Business Metrics v2 to fill
out the ACT values

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4. On the left side, select Server Roles. Give the account permissions to sysadmin and
public. Click OK

5. Right-click on the current SQL instance name in SQL Server Management Studio and
select Properties

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6. From the list of options on the left side, select Security and then select SQL Server and
Windows Authentication

7. From the list of options on the left side, select Connections and then select Require
distributed transactions for server-to-server communication

8. Click OK to save the changes. Disconnect from SQL Server Management Studio and
restart the appropriate SQL Server instance services

9. Successful creation of the SQL Server user account can be verified by launching SQL
Server Management Studio and login with the SQL Server user credentials

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 10. Perform the above steps for all other SQL instances

5.12 Creating SQL Linked Servers

Important: Do not proceed with this section until the SQL User accounts have been completed
for all 3 SQL Instances as outlined in the above section.

1. First, login to the Data Warehouse (Merge DB) Instance (i.e. EAUDIT) via SQL Server
Management Studio (and Windows Authentication) with the appropriate account
assigned SQL sysadmin rights

2. Expand the Server Object then Linked Servers folder. Right-click on Linked Servers and
select New Linked Server…

3. Provide the details as outlined below:

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 Linked Server: EDMARTLINKEDSERVER
Product Name: SQLOLEDB
Data Source: (YOUR_SERVER\EAUDITEP) SQL Instance of on the Engagement Processing
Server
** Replace YOUR_SERVER with the appropriate server name
Catalog Name: MASTER

4. Select Security from the left side of the screen. Click Add
5. Select the current logged in user under the column Local Login. This should be the SQL
sysadmin account. In the Remote User column, type of name of the SQL user account that
was created in Section 5.11 Creating SQL Authentication User along with its password in
the Remote Password column. Ensure that the option Be made using the login’s current
security context radio button is selected

6. Select Server Options from the left side of the screen. Change the values for RPC and RPC
Out to be True. Ensure Enable Promotion of Distributed Transactions is also set to True
and click OK

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7. Verify connectivity by right-clicking on the EDMARTLINKEDSERVER object and select Test
Connection

8. Click OK if successful. If there is a failure, review the error message and perform the
necessary correction

9. Next, login to the Engagement Processing Instance (i.e. EAUDITEP) via SQL Server
Management Studio (and Windows Authentication) with the appropriate account
assigned SQL sysadmin rights

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10. Expand the Server Object then Linked Servers folder. Right-click on Linked Servers and
select New Linked Server…

11. Provide the details as outlined below:

Linked Server: EDWLINKEDSERVER
Product Name: SQLOLEDB
Data Source: (YOUR_SERVER\EAUDIT) SQL Instance of on the Merge DB Server
** Replace YOUR_SERVER with the appropriate server name
Catalog Name: MASTER

12. Select Security from the left side of the screen. Click Add

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13. Select the current logged in user under the column Local Login. This should be the SQL
sysadmin account. In the Remote User column, type of name of the SQL user account that
was created in Section 5.11 Creating SQL Authentication User along with its password in
the Remote Password column. Ensure that the option Be made using the login’s current
security context radio button is selected

14. Select Security Options from the left side of the screen. Change the values for RPC and
RPC Out to be True. Ensure Enable Promotion of Distributed Transactions is also set to
True and click OK

15. Verify connectivity by right-clicking on the EDWLINKEDSERVER object and select Test
Connection

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16. Click OK if successful. If there is a failure, review the error message and perform the
necessary correction

17. Finally, login to the Report DB Instance (i.e. EAUDITREPORT) via SQL Server
Management Studio (and Windows Authentication) with the appropriate account
assigned SQL sysadmin rights

18. Expand the Server Object then Linked Servers folder. Right-click on Linked Servers and
select New Linked Server…

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19. Provide the details as outlined below:
Linked Server: RDWLINKEDSERVER
Product Name: SQLOLEDB
Data Source: (YOUR_SERVER\EAUDIT) SQL Instance of on the Merge DB Server
** Replace YOUR_SERVER with the appropriate server name
Catalog Name: MASTER

20. Select Security from the left side of the screen. Click Add
21. Select the current logged in user under the column Local Login. This should be the SQL
sysadmin account. In the Remote User column, type of name of the SQL user account that
was created in Section 5.11 Creating SQL Authentication User along with its password in
the Remote Password column. Ensure that the option Be made using the login’s current
security context radio button is selected

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22. Select Security Options from the left side of the screen. Change the values for RPC and
RPC Out to be True. Ensure Enable Promotion of Distributed Transactions is also set to
True and click OK

23. Verify connectivity by right clicking on the RDWLINKEDSERVER object and select Test
Connection

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 24. Click OK if successful. If there is a failure, review the error message and perform the
necessary correction

5.13 Post Prerequisites Installation Steps

1. After all steps are completed, perform a restart of all servers
2. Proceed to Section 4 Post Prerequisites Installation Steps to complete any additional
items before installing Business Metrics v2

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