Install or Upgrade Team Server and Repository

Go Up to Installation and Upgrade Notes

The Team Server and Repository Installer is a single installer that includes necessary components for both Team Server and ER/Studio Repository.

Please ensure that you have read the Installation and Upgrade Notes before proceeding.

Note: If you are upgrading from an ER/Studio Team Server/Repository version prior to 19.1, you must run the Diagram Data Version Upgrade in ER/Studio Data Architect to upgrade your diagrams to the latest release.

To install or upgrade Team Server and Repository, run the new installer and follow the steps. You need a user with administrative privileges to run the installation wizard.

Note: Before running the installer for an upgrade, stop the IderaTeamServer service from the Services control panel.

Tip: You may have to create a blank database before starting the installation, please check the Installation and Upgrade Checklist.

Running the Installer

Run the Repository & Team Server installer.

1. If you need to change the default port or install location, click Options, and then make the appropriate changes.

   Note: You cannot change the port after installing the product. Be sure you verify the port number before continuing.

2. Agree to the license terms and conditions, and then click Install.
3. After a successful setup, restart your machine to complete the installation process.

Launching the Configurator

Launch the Team Server Configurator. This step launches both the web browser and Team Server Configurator, which may take a few minutes.

Once the Configurator opens, log in using Admin/Admin (case sensitive).

Installation Options

On the Installation Options page, choose your installation options.

Note that the options change based on your selections.

1. Complete the license information. Note that the server that you are installing on must have internet access to request a trial or register a serial number.

   Note: If the machine does not have internet access, first connect with a machine that does have internet connectivity using your serial number (provided in the license email), the URL and registration code displayed in the Unable to connect section at the bottom of the Installation Options page.

2. In the IDERA Login or Email Address field, enter your existing account name. If you want to use the included trial license or want to request a custom trial license, select the option and complete the appropriate fields.
3. In the Password field, enter the password associated with your IDERA login.
4. If you already have a license, select that option and specify the serial number to register in the Serial Number field.

   Note: If you have a license file, please select the appropriate option and use the Import from File button to register.

5. Click Next. The ER/Studio Repository Database Setup page appears.

Repository DB Setup

In the Repository Database Setup page, select the DBMS platform on which you want to install, and then specify the information to connect to your Repository database. The following image is from ER/Studio 19.0.

1. In the Host Name and Port fields, type the hostname of the machine that contains the Repository database. The port number appears by default.
2. In the Specify Alias field, type the alias created with the SQL Server client utilities when a non-default port or named instance is used. An error in this field could cause Repository connection issues from ER/Studio Data Architect.

   Note: Windows Authentication Users. When you check Windows Authentication, the Domain field appears. You must specify the Windows account with the domain and username listed separately. In addition, the Windows account must have the Log on as a service permission on the local app server as the Repository services are changed to run under that account in order to connect to the database using Windows authentication. If the account does not have this permission, you will receive an error when testing the connection.

3. In the Username and Password fields, enter the credentials needed to access the Repository database.
4. In the Database field, type the name of the database that you have previously created to be your Repository database.
5. If you want to specify different credentials to be used by Team Server to interact with the database, check the appropriate box, and then type the Username and Password (case-sensitive).

   Additional Notes: Depending on the database platform that you selected previously, complete the following fields:

   If you selected Oracle:

   • In the SID field, type your database identifier.
   • If you selected Use Oracle Service Name, the SID field is Oracle Service Name. Type the service name you use.

   If you selected Microsoft Azure SQL DB or Microsoft SQL Server:

   • If the database server is a named instance, specify the Host Name in the HostName\NamedInstanceName format. For example, DEWKBOW01\DBServer.
   • Optionally, for Azure and Microsoft SQL Server 2012-2019, you can check Use SSL to enable the Secure Sockets Layer (SSL) communication protocol, which encrypts messages. When SSL is enabled, Team Server uses ports 80 and 443 for secure communications. Please check SSL enablement requirements.
   • It is possible to have the installer create your MSSQL database for you at this point. If you enter the name of a non-existent database, the installer pops up a confirmation window and then creates the database.

6. Click Test to check your database connection.
7. Click Next to continue. If you are upgrading from Team Server 4.0.9 or earlier ONLY, the Migrate Team Server page appears and you may continue with the next step. If you are upgrading from Team Server 16.0 or later continue with the Team Server Administrator Account page. If you are installing for the first time, the Windows Service Account page appears and you should continue with that section of this topic.

   Note: Please note that the configurator displays the Migration and Team Server Admin Account tabs only if you are upgrading.

Migrate Team Server (Upgrading from Team Server 4.0.9 or earlier ONLY)

Note: Do not complete the Migrate Team Server page for upgrades from Team Server 16.0 or later.

1. If you are upgrading from Team Server 4.0.9 or earlier, specify the detail to connect to its database. The new installer copies the Team Server database tables into the Repository database, then both Repository and Team Server Web will share the same database.
2. Complete the fields with the Team Server database information with the same structure you introduced previously for repository database.
3. Click Next. The Team Server Administrator Account page appears.

Team Server Admin Account

The Team Server Administrator Account page allows you to enter the existing administrator Team Server login credentials, which is typically the Admin user and password used when logging into Repository from ER/Studio Data Architect.

1. Complete the Username and Password fields.
2. Click Test to check your Team Server credentials.
3. Click Next. The Windows Service Account page appears.

Windows Service Account

In the Windows Service Accounts page, type the credentials for the Windows user account you want to use within Team Server. This page works best as a service account that is not required to have regular password changes.

Administrators need to ensure that the account used for the Windows Service Account has proper permissions on the application server. You can verify these settings by going to Administrative Tools > Local Security Policy > Local Policies > User Rights Assignment.

The user account should have local administrative privileges, and specifically the following privileges are required:

• Act as part of the operating system
• Create a token object
• Log on as a batch job
• Replace a process-level token

Note that this account must not have the Deny log on locally permission.

1. In the Windows User field, enter the name of a Windows user that Team Server can use to log into the system. The user account must have local administrative privileges. The name should be in the format "machine_name\username".
2. In the Password field, enter the password of the Windows user login credentials to be used by Team Server to interact with repository (case-sensitive):

   • Leave it blank to keep using Admin/Admin to log into ER/Studio Repository.
   • If you want to modify the super user login to enter into ER/Studio Repository, introduce the information. If the login does not exist, it is created.

3. Click Test to check your Windows account credentials.
4. Click Next to continue. The optional HTTPS Setup page appears.

HTTPS

In the optional HTTPS Setup page, you can choose to enable HTTPS (SSL). It is recommended that you enable secure communications as this will protect all communications between users and Team Server.

Note: Self-signed certificates generated by Team Server expire after 90 days and are intended for test environments.

Note: When creating a certificate when SSO is enabled make sure that you use IP address, hostname, and localhost. When creating a self-signed certificate, SSO will work only with the name that has been provided when creating the certificate.

1. Optionally, select Enable Secure Communication (HTTPS) to enable it.
2. You can select the Self-Signed option to walk you through the short wizard that creates a Keystore file allowing you to use encryption. Fill out the fields of the Self-Signed wizard, and then click Generate. The Keystore file is created in the location of your choosing.
3. If you have your own SSL certificate for the server, select HTTPS and directly fill in the information.
4. Click Next. The optional Single Sign-On page appears.

Single Sign-On

Team Server offers optional single sign-on authentication through LDAP or Azure AD and Okta identity providers via OpenID Connect. Use the following topics to configure your SSO authentication.

Using LDAP Server for Authentication

In the Single Sign-On page, check Use LDAP server for authentication to use the Lightweight Directory Access Protocol (LDAP) and enable the ability for users to log into Team Server using their domain username and password. You can enable LDAP authentication any time later.

1. In the LDAP URL field, enter the URL of the server running LDAP.
2. In the Manager DN field, enter the distinguished name for the user that is used to authenticate users. Team Server uses this to connect to the LDAP server and validate user credentials. For example, CN=administrator,CN=Users,DC=mydomain,DC=com. In this example, administrator is used. In which case, Users is defined as a container rather than an organizational unit as is the Microsoft Active Directory default. Your user accounts may be in an organizational unit; in this case, you would specify it differently. For example, CN=user1,OU=sales,DC=mydomain,DC=com.
3. In the Manager Password field, enter the password for the administrative user.
4. In the Search Base field, enter the name of the root node in LDAP from which to search for users. For example, CN=Users,DC=mydomain,DC=com.
5. In the Search Attribute field, enter the attribute in LDAP holding the user's login name. For example, sAMAccountName (for ActiveDirectory).
6. In the Test User and Test Password fields, enter the username and password of a sample user to attempt to authenticate against the LDAP server. The installer uses this information to validate the given LDAP information before moving to the next page.
7. Click Test. If it is successful, this enables the Next button.
8. Click Next. The optional Enable Email notification page appears.

Using Azure AD and Okta identity providers via OpenID Connect for Authentication

In the Single Sign-On page, leave Use LSAP server for authentication unchecked to enable the ability for users to log into Team Server using Azure AD and Okta identity providers via OpenID Connect for authentication. For more information about setting up the Team Server Configurator for Azure or Okta, see Activating Azure or Okta SSO in the Team Server Configurator.

Notification

The optional Enable Email Notification page allows you to specify whether you want users to send search results and reports by email through Team Server using SMTP.

1. Check Allow users to send search results and reports by email from Team Server using SMTP. You can enable notifications anytime later.
2. In the Email Address field, enter the email address that you want to use as the sender of the emails sent from Team Server. You may want to prepare a special email address on your email server for this purpose.
3. In the Server and Port fields, enter the host name of the email server (for example, "mail"), the fully qualified network name (for example: "mail.example.com"), or the IP address (for example: "10.10.23.250") and the port number where the email server is listening. The default port is 25.
4. Optional. Check Requires Authentication if your email server requires authentication. When you check this option, the User Name and Password fields are highlighted. Fill them with the required values to authenticate Team Server against your STMP server.
5. Optional. Click Test to check your email server connection.
6. Click Next. The Repository Settings page appears.

Repository Settings

The optional Repository Settings page allows you to manage settings such as customer TLS certificates, non-TLS ports, and enabling a default project.

1. Check Use Custom TLS Certificate to have secure Repository communication with ER/Studio Data Architect and Business Architect. Note that TLS communication is automatically available if you choose the TLS option in the Repository Properties page on your client machine. This area also allows you to input your own certificate.
2. Check Use Custom Non-TLS Ports to change the non-TLS ports used for Repository communication. Note that if you use non-default ports, each client must update the settings in the Repository Properties page on your client machines.
3. Check Enable Default Project to select a single Project to which all new Diagrams are added when they are added to the Repository.
4. Click Update. The Configuration Execution page appears.

Configuration Execution

The Configuration Execution page basically shows the progress of your system initialization.

1. Click Start to execute initialization/migration. The following image is an example of a new installation configuration execution.

   

   The following image is an example of an upgrade configuration execution.

   

2. Click Finish. Team Server and Repository now are installed/configured on your system.

Note: If you are upgrading from an ER/Studio Team Server/Repository version prior to 19.0, as soon as your installation/configuration is complete, you must run the Diagram Data Version Upgrade in ER/Studio Data Architect to upgrade your diagrams to the latest release.

Modify Configuration

You can modify the configuration at any moment by going to My Settings > Configurator from the Team Server Home page.

See Also

• Tomcat Configuration Application
• Upgrading Diagrams in Data Architect
• About Team Server and Repository Upgrade
• Uninstalling ER/Studio Repository