Deltek wInsight Analytics 8.0 Installation Guide for the wInsight Analytics Module
December 2014
While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist. The recipient of this document is solely responsible for all decisions relating to or use of the information provided herein. The information contained in this publication is effective as of the publication date below and is subject to change without notice. This publication contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or translated into another language, without the prior written consent of Deltek, Inc. This edition published December 2014. © 2014 Deltek, Inc. Deltek’s software is also protected by copyright law and constitutes valuable confidential and proprietary information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is provided for use only in accordance with the terms of the license agreement. Unauthorized reproduction or distribution of the program or any portion thereof could result in severe civil or criminal penalties. All trademarks are the property of their respective owners.
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Contents If You Need Assistance ................................................................................................................... 1 Customer Services ...................................................................................................................... 1 Customer Care Connect Site ...................................................................................................... 1 Additional Documentation ........................................................................................................... 2 Adding Custom Notes to This Guide ........................................................................................... 2 Downloading Deltek Products using Deltek Software Manager ...................................................... 4 Accessing DSM from within the Customer Care Connect Site ................................................... 4 DSM Documentation and Troubleshooting ................................................................................. 5 Types of Installations ....................................................................................................................... 6 Upgrade Installations ....................................................................................................................... 7 Installing on an Existing wInsight Analytics Module Server or Standalone Computer ................ 7 Server Installation Overview and Prerequisites ............................................................................... 9 Required Software....................................................................................................................... 9 Multiple wInsight value="4750"/>"
4. Save the file 5. Restart the Web Server Service (QlikView Web Server) or the Settings Service (IIS Web server) 6. Open the Qlikview Management Console. 7. Click System » Setup » Qlikview Web Servers. 8. Click the Edit button. 9. Change the default TCP port of 4750 to the port specified in step 3 (for example, http://:4750/QVWS/Service). 10. Click Apply. 11. Click Status » Service to verify the QVWS resource is online.
Step 4: Clear the Allow Session Recovery Check Box To clear the Allow Session Recovery check box, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalytics” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalytics, use that account’s user name and password. Important: To complete this step of the installation successfully, you must log on with the user name and password indicated above.
2. Run the QlikView Management Console. 3. Click the System tab and the Setup tab. 4. Expand QlikView Servers and select your QlikView server. 5. Click the Documents tab. 6. Clear the Allow Session Recovery check box.
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Step 5: Launch and License QlikView Desktop The procedure you use to license QlikView Desktop depends on the type of license you have.
If You Have a Capped License To launch and license QlikView Desktop if you have a capped license, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalytics” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalytics, use that account’s user name and password. Important: To complete this step of the installation successfully, you must log on with the user name and password indicated above.
2. Click Start » All Programs » Deltek wInsight Analytics » QlikView. 3. In the Select Interface Language dialog box, select English and click OK to launch QlikView Personal Edition.
4. On the File menu, click Open in Server. 5. On the Connect to Server dialog box, enter qvp://localhost in Server, and click Connect. The list below the Server field then displays localhost.
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6. Select winsight_analytics.qvw in the bottom list and click Open. 7. On the Module Security for Document dialog box, select Allow any Macro (only for trusted documents), and click OK.
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8. Close QlikView Desktop. If a message displays asking if you want to save changes to wInsight_Analytics.qvw, click Yes.
If You Have an Uncapped License To launch and license QlikView Desktop if you have an uncapped license, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalytics” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalytics, use that account’s user name and password. 2. Click Start » All Programs » Deltek Analytics » QlikView. 3. On the Settings menu in QlikView Personal Edition, click User Preferences. 4. On the User Preferences dialog box, click the License tab. 5. Click the Change button. 6. Enter your QlikView Desktop license key and control number, and click Next. 7. On the Select Region dialog box, select the appropriate country from the list if the default is not correct, and click OK. 8. Read the User License Agreement and click I Agree. 9. When the license key has been validated successfully, click Continue. 10. If you are installing on a computer with an internet connection, continue with step 11. If you are installing on a computer that does not have an internet connection, a dialog box containing three options displays. Do the following in that dialog box: a. Select Enter my License Information manually (LEF), and click Continue. b. Copy the contents of your License Enabler File (LEF) and paste it into the box under Enter your license enabling information. To request your LEF file, contact
[email protected]. c.
Click Next.
11. On the User Preferences dialog box, click OK.
Step 6: Configure the Database Connection to Deltek wInsight Analytics To configure the database connection to Deltek wInsight Analytics, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalytics” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalytics, use that account’s user name and password. Important: To complete this step of the installation successfully, you must log on with the user name and password indicated above.
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2. Click Start » All Programs » Deltek wInsight Analytics » QlikView to run QlikView Desktop. 3. On the File menu, click Open. Then enter C:\Program Files\Deltek\Analytics\Admin\Connection_Setup.qvw in File name, and click Open. This location is the default installation location. If you installed the wInsight Analytics module in a different location, open Connection_Setup.qvw from your installation location.
4. Click Edit Script on the File menu, or press CTRL+E. 5. On the Edit Script dialog box, select OLE DB on the Data tab and click Connect. 6. On the Provider tab on the Data Link Properties dialog box, do one of the following:
If your wInsight Analytics database is Microsoft SQL Server, select Microsoft OLE DB Provider for SQL Server, and click Next.
If your wInsight Analytics database is Oracle, select Oracle Provider for OLE DB, and click Next.
If your wInsight Analytics database is Access, select Microsoft Jet 4.0 OLE DB Provider. (If this option is not displayed, return to the Edit Script dialog box, and make sure that Force 32 Bit is selected on the Data tab.)
If your OLE DB provider is not listed, install and configure it before proceeding. Deltek recommends SQL Server and Oracle databases for production use.
7. On the Connection tab of the Data Link Properties dialog box, do the following: Microsoft SQL Server:
In Select or enter a server name, enter your wInsight Analytics database server name.
Select Use a specific user name and password, and enter your user name and password.
Select Allow saving password.
In Select the database on the server, select your wInsight Analytics database.
Click Test Connection to check your connections.
Oracle:
In Data Source, enter the TNS names ID for the Oracle connection.
Under Use a specific user name and password, enter your user name and password.
Select Allow saving password.
Click Test Connection to check your connections.
Microsoft Access:
In Select or enter a database name, browse to the location of your wInsight Access database file and select that file.
Enter your user name and password (if applicable).
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Select Allow saving password. Click Test Connection to check your connections.
8. If the connection test is successful, click OK. 9. In the text box on the Main tab, scroll horizontally to the right end of the text area, and confirm that something similar to the text shown below displays. (It will not be exactly the same.) Verify that the password in the XPassword statement is encrypted. If the password is not encrypted, go to the Settings tab, select the Scramble Connect User Credentials check box, and then repeat steps 5 – 9. Microsoft SQL Server
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Oracle
Access
10. On the File menu on the Edit Script dialog box, click Export to Script File. If the Export to Script File option on the File menu is disabled, copy the entire CONNECT TO line into Clipboard (CTRL+C), open C:\Program Files\Deltek\Analytics\Setup\Connection_wInsight.qvs in Notepad, and paste (CTRL+V). (This location is the default installation location. If you installed wInsight Analytics in a different location, open Connection_wInsight.qvs from your installation location.)
11. In File name, enter the following, and click Save: C:\Program Files\Deltek\Analytics\Setup\Connection_wInsight.qvs
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This location is the default installation location. If you installed wInsight Analytics in a different location, enter the correct path for your installation location.
12. When a message asks if you want to replace the existing Connection_wInsight.qvs file, click Yes to complete the save. 13. Click OK to close the Edit Script dialog box. 14. Close QlikView. (If a message displays that asks if you want to replace the existing Connection.qvs file, click Yes.) 15. Configure the data source used by the wInsight Analytics web service. The web service uses a data source connection defined in the file C:\Program Files (x86)\Deltek\wInsight Analytics\bin\WSDATA.INI. This file should be a copy of the WSDATA.INI file used by your wInsight Analytics Administrator. To configure WSDATA.INI, do the following: a. Start wInsight Analytics Administrator (or wInsight Administrator 6.5.1 if you have installed wInsight Analytics 8.0 into an existing wInsight 6.5.1 environment) b. Choose Select Database… from the File menu. The Select Data Source window will appear. c.
If a data source does not exist, click Add and create a new data source.
d. Take note of the data source name that points to your wInsight Analytics database. This name will be used in a later step. e. Close wInsight Analytics Administrator. f.
Copy the WSDATA.INI from your wInsight Analytics Administrator ‘bin’ folder into C:\Program Files (x86)\Deltek\wInsight Analytics\bin. Important: If you copied WSDATA.INI from a different server, make sure your wInsight Analytics 8.0 server has the same database drivers installed so that the data source definition is valid.
16. Using Notepad, edit the app.config file located in the C:\Program Files (x86)\Deltek\wInsight Analytics\WSWebSvc directory. The app.config file contains the following: WE:Sample winst winstpwd
17. Change the value for to the name of the data source that you noted in the step above. For example, if your data source name is SQL, then the app.config file should contain WE:SQL. If you selected the Blank password option when you were creating the data source in wInsight Analytics Administrator, you can remove the values for the and tags. Otherwise, enter the correct user name and password for your data source.
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Step 7: Configure wInsight_Analytics_Config To configure wInsight_Analytics_Config, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalytics” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalytics, use that account’s user name and password. Important: To complete this step of the installation successfully, you must log on with the user name and password indicated above.
2. In Windows Explorer, go to C:\Program Files\Deltek\Analytics\Admin, and double-click wInsight_Analytics_Config.qvw. (Always run wInsight_Analytics_Config.qvw from Windows Explorer. Do not open QlikView Desktop, and use File » Open to run it.) This location is the default installation location. If you installed the wInsight Analytics module in a different location, open wInsight_Analytics_Config.qvw from your installation location.
3. On the Tools menu, click Edit Module. 4. If Requested Module Security does not contain System Access, select that option. 5. If Current Local Security does not contain Allow System Access, select that option. 6. Click OK. 7. Save the file. 8. Under wInsight Database on the wInsight Analytics Configuration tab, select the type of database you are using as for the core wInsight database. 9. Click Update from wInsight Database. 10. Click Save Settings for wInsight Analytics. If this process is successful, a “Configuration settings have been saved…” message displays. 11. Close QlikView Desktop. If a message displays that asks if you want to save changes to wInsight_Analytics_Config.qvw, click Yes.
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Step 8: Configure wInsight_Analytics and wInsight_Analytics_MultiProject To configure wInsight_Analytics, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalytics” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalytics, use that account’s user name and password. Important: To complete this step of the installation successfully, you must log on with the user name and password indicated above.
2. Click Start » All Programs » Deltek wInsight Analytics » QlikView to run QlikView Desktop. 3. On the File menu, click Open. Then enter C:\Program Files\Deltek\Analytics\Final\wInsight_Analytics.qvw in File name, and click Open. This location is the default installation location. If you installed the wInsight Analytics module in a different location, open wInsight_Analytics.qvw from your installation location.
4. On the Module Security for Document dialog box, select Allow any Macro (only for trusted documents) and click OK. 5. Repeat steps 3 – 4 for wInsight_Analytics_MultiProject.qvw, which is also located in the \Final folder. 6. Close QlikView Desktop. If a message displays that asks if you want to save changes to wInsight_Analytics.qvw or wInsight_Analytics_MultiProject.qvw, click Yes.
Step 9: Apply Previous Configuration Settings (Upgrades Only) If you are doing a new installation of the wInsight Analytics Module, skip this step. If you are upgrading from a previous version of the wInsight Analytics Module, complete the following steps to apply your previous configuration settings. If you have extended the wInsight Analytics Module by modifying the standard analytics or data models, you may also need to reapply those changes.
1. From the backup you made of your wInsight Analytics Module installation folder and subfolders, copy \setup\connection_wInsight.qvs into the new \setup folder. 2. To apply your previous wInsight Analytics Module configuration settings to the new version, do the following: a. Double-click the newly installed copy of wInsight_Analytics_Config.qvw. b. Click Update from wInsight Database. c.
From your backup, go to the admin folder and run the old version of wInsight_Analytics_Config.qvw to display your previous configuration settings.
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d. Duplicate those settings in the new version of wInsight_Analytics_Config.qvw. e. Click Save Settings for wInsight Analytics. f.
On the QlikView toolbar, click
to save your configuration.
Step 10: Enable Windows Authentication If Security is set to Yes in wInsight Analytics Configuration, you need to enable Windows Authentication for WSWebSvc manually. If Windows Authentication is enabled, make sure to set Anonymous Authentication to disabled.
To enable Windows Authentication, complete the following steps: 1. Open Internet Information Services Manager (IIS) by clicking Start » Control Panel » Administrative Tools » Internet Information Services Manager (IIS). 2. On the Internet Information Services (IIS) Manager window, click Sites » » WebSvc. 3. On the right pane, select Authentication. 4.
On the Authentication section, select Windows Authentication.
5. On the Actions panel, click Enable. 6. Restart IIS.
Step 11: Run Load_wInsight_Data To run Load_wInsight_Data, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalytics” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalytics, use that account’s user name. Important: To complete this step of the installation successfully, you must log on with the user name indicated above.
2. In Windows Explorer, go to the C:\Program Files\Deltek\Analytics\Admin folder. This location is the default installation location. If you installed the wInsight Analytics module in a different location, go to the Admin folder in your installation location.
3. Double-click the Load_wInsight_Data.bat file. This batch file runs a number of processes in a command window. When the processes are completed, the command window closes. When the processes are completed, the command window closes. 4. Double-click the following extension objects located in the C:\Program Files\Deltek\Analytics\support folder:
wInsightBase
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wInsightChart
wInsightElementEAC
wInsightFunding
wInsightGantt
wInsightNarrative
wInsightReport
wInsightWebServicesTest
Step 12: Do a Manual Reload of Data for Each .QVW File This step is only necessary after the first time you run the data load process. Thereafter, you only need to do manual reloads after a data load process that loads new or updated views from the WSCUSTOM.xml file. If Security is set to Yes in wInsight Analytics Configuration, reloading data requires the user who will run the batch for reload to have full rights or write access to all contracts in the database.
To do a manual reload for the .QVW files, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalytics” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalytics, use that account’s user name and password. 2. Click Start » All Programs » Deltek wInsight Analytics » QlikView to run QlikView Desktop. 3. On the File menu, click Open, navigate to the \Final folder, select wInsight_Analytics, and click Open. 4. On the File menu, click Reload. 5. When the reload process ends, save and close wInsight_Analytics.qvw. In case the Edit Module dialog box displays, click OK.
6. Repeat steps 3 – 5 for the wInsight_Analytics_MultiProject.qvw file.
Step 13: Enable the DeltekwInsightAnalyticsReload Scheduled Task The wInsight Analytics module install process automatically sets up a DeltekwInsightAnalyticsReload scheduled task in Windows to run a full wInsight Analytics data load nightly at 1:00 a.m. By default, that scheduled task is disabled. Review the DeltekwInsightAnalyticsReload scheduled task, modify the settings to fit your needs, and enable it.
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Server Installation: Technical Notes
Server Installation: Technical Notes Make the wInsight Analytics Module Server a Trusted Site To avoid a variety of problems that can occur due to browser internet/intranet security, all wInsight Analytics module users, regardless of how they access the product, should add the wInsight Analytics module server (http://) to their list of trusted sites on the Security tab of the Internet Options dialog box in Microsoft Internet Explorer.
Miscellaneous Technical Notes The following are miscellaneous technical notes related to the installation of the wInsight Analytics module:
If you do not specify a domain account or an existing local account as the QlikView service account, the installation creates a local user with the name you specified (DeltekAnalytics is the default). It adds that user to the local administrators group and to the “Log On as Service” policy.
If you do not specify a domain account or an existing local account as the as the cache warmer service account, the installation creates a local user with the name you specified (DeltekAnalyticsCW is the default). It adds that user to the local administrators group and to the “Log On as Service” policy.
The installation sets registry key - HKLM\SOFTWARE\QlikTech\QlikViewServer\Settings 7\DocumentDirectory = FOLDER_COMMON_APPDATA\Deltek\Analytics.
The installation changes the QVSTimeout setting in the C:\ProgramData\QlikTech\QvWebServer\config.xml file to 300 seconds (from the default of 60 seconds).
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Standalone Installation Overview and Prerequisites
Standalone Installation Overview and Prerequisites The information in this section applies only to standalone installations. If you are doing an installation on a server, go to “Server Installation Overview and Prerequisites” on page 9.
Installing the wInsight Analytics module the first time on a standalone computer involves the following major steps:
Install the wInsight Analytics module.
Run a script to add a column to the core wInsight Analytics database.
Launch and license QlikView Desktop.
Configure the database connection to wInsight Analytics.
Configure wInsight_Analytics_Config.qvw.
Configure wInsight_Analytics_Standalone.qvw and wInsight_Analytics_MultiProject.
Run Load_wInsight_Data.bat.
Manually reload data for wInsight_Analytics_Standalone.qvw and wInsight_Analytics_MultiProject.qvw. Important: It is crucial that you read this entire document as there are a number of important steps that you must complete, including steps both before and after the actual installation. For most of the steps, you must be logged on with the user account that you link to the QlikView Desktop license.
Multiple wInsight Databases If your core wInsight Analytics data is divided among multiple databases, Deltek strongly recommends that you consolidate those databases into one to take full advantage of the capabilities of the wInsight Analytics module. Existing wInsight functionality is available to accomplish the consolidation. Contact Customer Care if you have questions about how to do that. A given instance of the wInsight Analytics module can only be connected to one core wInsight database. If you want to retain multiple databases and you want to use the wInsight Analytics module to do analysis of the data in them, you must set up one instance of the wInsight Analytics module for each core wInsight database.
Required Software To install and use wInsight Analytics, you must have the following software in place: ®
64-bit Microsoft Windows 7, 8 or 8.1 operating system
Microsoft .NET Framework 4.0 or 4.5
Microsoft Excel 2007, 2010, or 2013
®
What You Need to Complete the Installation To complete the wInsight Analytics module server installation, you must have the following: Installation Guide for the wInsight Analytics Module
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Logon with administrative rights
Serial number and control number for QlikView Desktop
If installing on a standalone computer with no internet access: your QlikView License Enabler File (LEF). To request your LEF file, contact
[email protected].
Obtaining Your Serial Number and Control Number for the Installation If you are either a new wInsight Analytics customer or you are upgrading from wInsight Analytics 6.5.1, and you are installing the wInsight Analytics module for the first time, contact
[email protected] to get the serial number and control number that you need for the installation.
Technical Notes
The batch files that run after the installation assume that your operating system is installed to the C:\ drive. (This location could be different if you installed the wInsight Analytics module to a different location.)
User account control (UAC) must remain turned off on the standalone computer in production due to QlikView requirements.
Prerequisite: Install Microsoft .NET Framework 4.0 or 4.5 Version 4.0 or 4.5 of Microsoft .NET Framework is required. If you have not yet installed it, you must do so before installing wInsight Analytics. You can download it from Microsoft’s Web site at http://www.microsoft.com/enus/download/details.aspx?id=17718 . ®
Refer to your Microsoft Windows documentation for instructions for adding it using Server Manager.
Prerequisite: Configure User Account Control Before you begin the installation, configure the user account control settings. To configure the UAC setting, complete the following steps: 1. Click Start, enter UAC in place of Search programs and files, and press ENTER.
2. Click UAC in the search results to open the User Account Control Settings dialog box. 3. Drag the slider to Never notify.
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4. Restart the computer. After installation User Account Control (UAC) can be restored to the previous setting.
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Standalone Installation Procedures
Standalone Installation Procedures The installation procedures that follow are for installing the wInsight Analytics Module on a standalone computer. If you are currently using version 7.0 or 7.0.1 of the wInsight Analytics Module and are upgrading your existing production system:
You must first uninstall the wInsight Analytics Module before installing 8.0.
You must first uninstall the QlikView software using the procedure in “Installing on an Existing wInsight Analytics Module Server or Standalone Computer” on page 7 to prepare for the installation of QlikView 11.2 SR8.
Step 1: Install the wInsight Analytics module To install the wInsight Analytics module for the first time, complete the following steps: 1. Log on to the standalone computer with an administrator account. 2. Double-click DeltekwInsightAnalytics80.exe. 3. On the Welcome page, click Next. 4. On the License Agreement page, review the license agreement, select I accept the terms of the license agreement, and click Next. 5. On the Setup Type page, select Stand-Alone. 6. If you are doing a new installation, click Next on the Choose Destination Location page to accept the default location. If you are upgrading from an earlier version, skip this step. Deltek recommends that you accept the default location. However, you can click Change if you want to install to a different location. If you specify a location other than the default location, many of the folders and files are installed to the location you specify. However, the installer still installs some files to specific folders on the C drive because QlikView requires them to be in those locations.
7. On the Customer Experience Improvement Program page, if you want to participate in the program, leave Send installation data to Deltek selected. If you participate, the data listed on the page is sent to Deltek automatically during the installation process. 8. On the Start Copying Files page, click Next to start the installation process. The Setup Status page displays the status of the process. 9. When the InstallShield Wizard Complete page displays, click Finish. 10. Restart your computer before continuing with the remaining steps in the installation process. 11. Update permissions using the following steps: a. In Windows Explorer, go to the installation folder you specified during the software installation. (By default, that folder is C:\Program Files\Deltek\Analytics.) b. Display the Properties dialog box for that folder. c.
On the General tab, make sure that Read-only is not selected.
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d. On the Security tab, click Advanced. e. On the Advanced Security Settings dialog box, click Change Permissions. f.
On the Permissions tab of the Advanced Security Settings dialog box, click Add.
g. This step only applies to Windows 8, Windows 8.1, Windows Server 2012, and Windows Server 2012 R2. On the Permission Entry for wInsight Analytics dialog box, click Select a Principal. h. On the Select User, Computer, Service Account, or Group dialog box, add all domain and local users who need access rights to update wInsight Analytics module configuration settings. Make sure the From this location field is for the domain or local machine, depending on which user(s) you are adding. Click Locations to change between domain or local machine name.
i.
For each user you add, select Full Control and then click OK.
j.
On the Advanced Security Settings dialog box, select the Replace all child object permissions with inheritable permissions from this object check box, and click OK.
k.
Repeat steps b – i for the C:\ProgramData\Deltek folder.
Step 2: Run the Script to Add the AnalyticsLoad Column This section ONLY applies to 6.5.1 users who are upgrading to 8.0. The wInsight Analytics module requires the addition of a new column, AnalyticsLoad, to the Contracts table and its metadata reference to the ColumnN table in the core wInsight database. If you are upgrading all components of wInsight Analytics to 8.0, you can skip this step and continue with Step 3. You updated the database to include the new column after you completed the upgrade installation for the core components of wInsight Analytics. If you are upgrading only the wInsight Analytics module to 8.0 but keeping the rest of wInsight Analytics at version 6.5.1, you must add the new column by running a script against your core 6.5.1 wInsight database as described below. The script you use to add the column depends on your database:
SQL Server — UpdateMSSQL651or70to80.sql
Oracle — UpdateOracle651or70to80.sql
Access — UpdateAccess651or70to80.qry
These scripts are included in the wInsight Analytics module 8.0 installation package and are copied to the server during the installation process. You may need your database administrator’s assistance in running the script. The script checks your core wInsight database for the AnalyticsLoad column in the Contracts table and its metadata reference in the ColumnN table. If the AnalyticsLoad column does not yet exist, this script creates it. If you do not run the update script before you continue with the installation, an error message will display when you try to use wInsight Analytics Configuration, and the data load process will not run.
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To run the script to add the AnalyticsLoad column, complete the following steps: 1. In Windows Explorer, go to the C:\Program Files\Deltek\Analytics\Database\Scripts folder. This location is the default installation location. If you installed the wInsight Analytics module in a different location, go to the \Database\Scripts folder in your installation location.
2. Run the script for your type of wInsight core database:
For SQL Server databases, use SQL Query Analyzer or SQL Server Management Studio or equivalent to run UpdateMSSQL651or70to80.sql.
For Oracle databases, use SQL Plus or equivalent, to run UpdateOracle651or70to80.sql.
For Access databases, use WSQRY.EXE or equivalent to run UpdateAccess651or70to80.qry.
Step 3: Launch and License QlikView Desktop This procedure requires your QlikView license key and control number. If you are installing wInsight Analytics on a standalone computer with no internet access, you also need a copy of your QlikView License Enabler File (LEF). To request your LEF file, contact
[email protected].
To launch and license QlikView Desktop, complete the following steps: 1. Log on using the administrator user account that you want associated with the QlikView Desktop license. Important: The administrator account that you associate with the QlikView Desktop license is the only account that can be used to access QlikView Desktop and the wInsight Analytics module on this computer.
2. Click Start » All Programs » Deltek wInsight Analytics » QlikView. 3. On the Select Interface Language dialog box, select English and click OK to launch QlikView Personal Edition.
4. Click Settings on the QlikView Desktop menu bar, and click User Preferences.
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5. Go to the License tab.
6. Click Change. 7. In License Key and Control Number, enter your QlikView Desktop license key and control number, and click Next.
8. Select your Region, and click OK. 9. Read the QlikView license agreement, select I agree, and click Continue. Installation Guide for the wInsight Analytics Module
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10. If you are installing on a computer with an internet connection, continue with step 11. If you are installing on a computer that does not have an internet connection, a dialog box containing three options displays. Do the following in that dialog box: a. Select Enter my License Information manually (LEF), and click Continue. b. Copy the contents of your License Enabler File (LEF) and paste it into the box under Enter your license enabling information. To request your LEF file, contact
[email protected]. c.
Click Next.
11. Close QlikView Desktop.
Step 4: Configure the Database Connection to Deltek wInsight Analytics To configure the database connection to Deltek wInsight Analytics, complete the following steps: 1. Click Start » All Programs » Deltek wInsight Analytics » QlikView to run QlikView Desktop. 2. On the File menu, click Open. Then enter C:\Program Files\Deltek\Analytics\Admin\Connection_Setup.qvw in File name, and click Open. This location is the default installation location. If you installed the wInsight Analytics module in a different location, open Connection_Setup.qvw from your installation location.
3. Click Edit Script on the File menu, or press CTRL+E. 4. On the Edit Script dialog box, select OLE DB on the Data tab. 5. If your wInsight Analytics database is a Microsoft Access database, select the Force 32 Bit check box. 6. Click Connect. 7. On the Provider tab on the Data Link Properties dialog box, do one of the following:
If your wInsight Analytics database is Microsoft SQL Server, select Microsoft OLE DB Provider for SQL Server, and click Next.
If your wInsight Analytics database is Oracle, select Oracle Provider for OLE DB, and click Next.
If your wInsight Analytics database is Access, select Microsoft Jet 4.0 OLE DB Provider. (If this option is not displayed, return to the Edit Script dialog box, and make sure that Force 32 Bit is selected on the Data tab.)
If your OLE DB provider is not listed, install and configure it before proceeding.
8. On the Connection tab of the Data Link Properties dialog box, do the following: Microsoft SQL Server:
In Select or enter a server name, enter your wInsight database server name.
Select Use a specific user name and password, and enter your user name and password.
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Select Allow saving password.
In Select the database on the server, select your wInsight database.
Click Test Connection to check your connections.
Oracle:
In Data Source, enter the TNS names ID for the Oracle connection.
Under Use a specific user name and password, enter your user name and password.
Select Allow saving password.
Click Test Connection to check your connections.
Microsoft Access:
In Select or enter a database name, browse to the location of your wInsight Access database file and select that file.
Enter your user name and password (if applicable).
Select Allow saving password.
Click Test Connection to check your connections.
9. If the connection test is successful, click OK. 10. In the text box on the Main tab, scroll horizontally to the right end of the text area, and confirm that something similar to the text shown below displays. (It will not be exactly the same.) If you specified a password, verify that the password in the XPassword statement is encrypted. If the password is not encrypted, go to the Settings tab, select the Scramble Connect User Credentials check box, and then repeat steps 5 – 9. Microsoft SQL Server
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Oracle
Access
11. On the File menu on the Edit Script dialog box, click Export to Script File. If the Export to Script File option on the File menu is disabled, copy the entire CONNECT TO line into Clipboard (CTRL+C), open C:\Program Files\Deltek\Analytics\Setup\Connection_wInsight.qvs in Notepad, and paste (CTRL+V). (This location is the default installation location. If you installed wInsight Analytics in a different location, open Connection_wInsight.qvs from your installation location.)
12. In File name, enter the following, and click Save: C:\Program Files\Deltek\Analytics\Setup\Connection_wInsight.qvs
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This location is the default installation location. If you installed wInsight Analytics in a different location, enter the correct path for your installation location.
13. When a message asks if you want to replace the existing Connection_wInsight.qvs file, click Yes to complete the save. 14. Click OK to close the Edit Script dialog box. 15. Close QlikView. (If a message displays that asks if you want to replace the existing Connection_wInsight.qvs file, click Yes.)
Step 5: Configure wInsight_Analytics_Config To configure wInsight_Analytics_Config, complete the following steps: 1. Log on to the standalone computer using an administrator account. 2. In Windows Explorer, go to C:\Program Files\Deltek\Analytics\Admin, and double-click wInsight_Analytics_Config.qvw. (Always run wInsight_Analytics_Config.qvw from Windows Explorer. Do not open QlikView Desktop, and use File » Open to run it.) This location is the default installation location. If you installed the wInsight Analytics module in a different location, open wInsight_Analytics_Config.qvw from your installation location.
3. On the Module Security for Document dialog box, select Allow any Macro (only for trusted documents) and click OK. 4. On the Tools menu, click Edit Module. 5. For Requested Module Security select System Access. 6. For Current Local Security select Allow System Access. 7. Click OK. 8. Save the file. 9. Under wInsight Database on the wInsight Analytics Configuration tab, select the type of database you are using for the core wInsight database. 10. Click Update from wInsight Database.
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11. Click Save Settings for wInsight Analytics. 12. Close QlikView Desktop. If a message displays that asks if you want to save changes to wInsight_Analytics_Config.qvw, click Yes.
Step 6: Configure wInsight_Analytics and wInsight_Analytics_MultiProject To configure wInsight_Analytics, complete the following steps: 1. Log on to the standalone computer using an administrator account. 2. Click Start » All Programs » Deltek wInsight Analytics » QlikView to run QlikView Desktop. 3. On the File menu, click Open. Then enter C:\Program Files\Deltek\Analytics\Final\ wInsight_Analytics_Standalone.qvw in File name, and click Open. This location is the default installation location. If you installed the wInsight Analytics module in a different location, open wInsight_Analytics_Standalone.qvw from your installation location.
4. On the Module Security for Document dialog box, select Allow any Macro (only for trusted documents) and click OK.
5. Repeat steps 3 – 4 for wInsight_Analytics_MultiProject.qvw, which is also located in the \Final folder. 6. Close QlikView Desktop. If a message displays that asks if you want to save changes to wInsight_Analytics_Standalone.qvw or wInsight_Analytics_MultiProject.qvw, click Yes.
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Step 7: Apply Previous Configuration Settings (Upgrades Only) If you are doing a new installation of the wInsight Analytics Module, skip this step. If you are upgrading from a previous version of the wInsight Analytics Module, complete the following steps to apply your previous configuration settings. If you have extended the wInsight Analytics Module by modifying the standard analytics or data models, you may also need to reapply those changes.
1. From the backup you made of your wInsight Analytics Module installation folder and subfolders, copy \setup\connection_wInsight.qvs into the new \setup folder. 2. To apply your previous wInsight Analytics Module configuration settings to the new version, do the following: a. Run the newly installed copy of wInsight_Analytics_Config.qvw. b. Click Update from wInsight Database. c.
From your backup, go to the admin folder and run the old version of wInsight_Analytics_Config.qvw to display your previous configuration settings.
d. Duplicate those settings in the new version of wInsight_Analytics_Config.qvw. e. Click Save Settings for wInsight Analytics. f.
On the QlikView toolbar, click
to save your configuration.
Step 8: Run Load_wInsight_Data Though you are not running QlikView Desktop directly, you must be logged on with the user name and password associated with your QlikView Desktop license to run this data load process.
To run Load_wInsight_Data, complete the following steps: 1. In Windows Explorer, go to the C:\Program Files\Deltek\Analytics\Admin folder. This location is the default installation location. If you installed the wInsight Analytics module in a different location, go to the Admin folder in your installation location.
2. Double-click the Load_wInsight_Data.bat file. This batch file runs a number of processes in a command window. When the processes are completed, the command window closes. 3. If you have added objects or tabs to the data model and want these changes to reflect to the QVW, double-click any of the following batch files:
Load_wInsight_Data_without_Datapull — It allows you to refresh UI without pull data from wInsight Analytics Database.
Refresh_wInsight_UI_and_Publish — It allows you to refresh QVW with new objects or tabs, and push those UI changes to the access points.
When the processes are completed, the command window closes.
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Step 9: Do a Manual Reload of Data for Each wInsight Analytics .QVW File This step is only necessary after the first time you run the data load process. Thereafter, you only need to do manual reloads after a data load process that loads new or updated views from the WSCUSTOM.xml file. To do a manual reload for the wInsight Analytics .QVW files in the Final folder, complete the following steps: 1. Click Start » All Programs » Deltek wInsight Analytics » QlikView to run QlikView Desktop. 2. On the File menu, click Open, navigate to the \Final folder, select wInsight_Analytics_Standalone, and click Open. 3. On the File menu, click Reload. 4. When the reload process ends, save and close wInsight_Analytics_Standalone.qvw. In case the Edit Module dialog box displays, click OK.
5. Repeat steps 2 – 4 for the wInsight_Analytics_MultiProject.qvw file.
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Optional: Implement the Cache Warmer
Optional: Implement the Cache Warmer For firms or other organizations with very large amounts of data, cache warming may improve performance for those using the wInsight Analytics module if response times do not seem satisfactory. The cache warming process pre-calculates the most common result sets and saves them in memory to provide enhanced response time when users request the same data. Only wInsight Analytics customers with very large data sets may realize a performance gain from cache warming. In addition, you can only use cache warming for server installations of the wInsight Analytics module. Implementation of cache warming involves the following primary steps:
License QlikView Desktop for the account you set up for cache warmer services during the wInsight Analytics module installation.
Configure wInsight_Analytics.qvw for cache warming.
Launch QlikView AccessPoint.
Step 1: Launch and License QlikView Desktop for the Cache Warmer Services Account The procedure you use to license QlikView Desktop for the cache warmer services account depends on the type of license you have.
If You Have a Capped License To launch and license QlikView Desktop if you have a capped license, complete the following steps: 1. Log on to the server with the “DeltekAnalyticsCW” account that you entered during the installation. If you specified a domain account as the cache warmer service account, \ DeltekAnalyticsCW, use that account’s user name and password. Important: To complete this step of the installation successfully, you must log on with the user name and password indicated above.
2. Click Start » All Programs » Deltek Analytics » QlikView. 3. In the Select Interface Language dialog box, select English and click OK to launch QlikView Personal Edition. 4. On the File menu, click Open in Server. 5. On the Connect to Server dialog box, enter qvp://localhost in Server, and click Connect. The list below the Server field then displays localhost. 6. Select winsight_analytics.qvw in the bottom list and click Open. 7. On the Module Security for Document dialog box, select Allow any Macro (only for trusted documents), and click OK. 8. Close QlikView Desktop. If a message displays asking if you want to save changes to wInsight_Analytics.qvw, click Yes.
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If You Have an Uncapped License To launch and license QlikView Desktop if you have an uncapped license, complete the following steps: 1. Log on to the server with the “DeltekAnalyticsCW” account that you entered during the installation. If you specified a domain account as the cache warmer service account, \ DeltekAnalyticsCW, use that account’s user name and password. 2. Click Start » All Programs » Deltek Analytics » QlikView. 3. On the Settings menu in QlikView Personal Edition, click User Preferences. 4. On the User Preferences dialog box, click the License tab. 5. Click the Change button. 6. Enter your QlikView Desktop license key and control number, and click Next. 7. On the Select Region dialog box, select the appropriate country from the list if the default is not correct, and click OK. 8. Read the User License Agreement and click I Agree. 9. When the license key has been validated successfully, click Continue. 10. On the User Preferences dialog box, click OK.
Step 2: Configure wInsight_Analytics for Cache Warming To configure wInsight_Analytics for cache warming, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalyticsCW” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalyticsCW, use that account’s user name and password. Important: To complete this step of the installation successfully, you must log on with the user name and password indicated above.
2. Click Start » All Programs » Deltek wInsight Analytics » QlikView to run QlikView Desktop. 3. On the File menu, click Open. Then enter C:\Program Files\Deltek\Analytics\Final\wInsight_Analytics.qvw in File name, and click Open. This location is the default installation location. If you installed the wInsight Analytics module in a different location, open wInsight_Analytics.qvw from your installation location.
4. On the Module Security for Document dialog box, select Allow any Macro (only for trusted documents) and click OK. 5. Close QlikView Desktop. If a message displays that asks if you want to save changes to wInsight_Analytics.qvw, click Yes.
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Step 3: Launch QlikView AccessPoint To launch QlikView AccessPoint, complete the following steps: 1. If you are not still logged on to the server with the “DeltekAnalyticsCW” account that you entered during the installation, log back on to the server with that account. If you specified a domain account as the QlikView service account, \ DeltekAnalyticsCW, use that account’s user name and password. Important: To complete this step of the installation successfully, you must log on with the user name and password indicated above.
2. Click Start » All Programs » Deltek wInsight Analytics » QlikView. 3. Run QlikView AccessPoint in one of the following ways:
Click Start » All Programs » Deltek wInsight Analytics » QlikView AccessPoint. Or
Open Internet Explorer and go to http://localhost/QlikView/index.htm. If you are asked to log on when you run QlikView Management Console, use the user name and password for the DeltekAnalyticsCW account that you entered during the installation. (If you specified a different account as the QlikView service account, use that account’s user name and password.) Select Remember my credentials and click OK.
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6. In Preferred client, select Internet Explorer Plugin. Only select this preferred client on the server that is used for the warm-up process. Those who use the analytics normally use the Full Browser Version as their preferred client.
7. On the QlikView AccessPoint page, click the wInsight_Analytics.qvw thumbnail. 8. If the Module Security for Document dialog box displays, select Allow any Macro (only for trusted documents) and Always use this option for documents from this QlikView server, and click OK. 9. After wInsight Analytics displays, close Internet Explorer.
Run the Cache Warmer When you have implemented cache warming, run the cache warming process following each data load process. To run the cache warmer, complete the following steps: 1. Log on to the server with the “DeltekAnalyticsCW” account that you entered during the installation. If you specified a domain account as the cache warmer service account, \ DeltekAnalyticsCW, use that account’s user name and password. 2. Open AccessPoint. 3. Click Favorites & Profile. 4. In Preferred client on the Profile tab, select Internet Explorer Plugin. 5. From AccessPoint, click wInsight_Analysis.qvw. 6. Click the Warm Cache button in the lower-left corner of the Master Dashboard tab. This process takes some time to complete.
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Deltek is the leading global provider of enterprise software and information solutions for professional services firms, government contractors, and government agencies. For decades, we have delivered actionable insight that empowers our customers to unlock their business potential. Over 14,000 organizations and 1.8 million users in approximately 80 countries around the world rely on Deltek to research and identify opportunities, win new business, optimize resource, streamline operations, and deliver ® more profitable projects. Deltek – Know more. Do more. deltek.com