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App Portal 2014Installation Guide

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Book Name: App Portal 2014 Installation Guide

Part Number: APP-2014-IG00

Product Release Date: 5 June 2014

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Contents

App Portal 2014 Installation Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Contacting Us. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

App Portal Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Important Points to Consider Prior to Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Getting Support for App Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8App Portal Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Environment Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Client Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Supported Deployment Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Information to Gather Prior to Installing App Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Preparing the App Portal Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16Special Considerations for Windows Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Creating a Site Alias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Installing the App Portal Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Upgrading the App Portal Web Site to 2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27Upgrading: Read This First! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Planning Your Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Changes to Version Support and Upgrade Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Changes to User/Computer Syncing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Changes Related to Custom User Discoverable Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Changes Related to Multiple Deployment Technology Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Performing the Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Installing the App Portal Web Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

App Portal 2014 Installation Guide APP-2014-IG00 3

Contents

4 APP-2014-IG00 App Portal 2014 Installation Guide

App Portal 2014 Installation Guide

The App Portal 2014 Installation Guide explains how to install App Portal from an administrator’s point of view. This guide covers how to setup and install the App Portal Central Web Site and App Portal Web Service, and how to perform post-configuration tasks.

Instructions for installing App Portal are presented in the following sections:

Important • This document does not cover how to use, manage, or install System Center Configuration Manager or Altiris Client Management Suite.

Table 1 • App Portal 2014 Installation Guide

Section Description

App Portal Overview Describes the features and benefits of App Portal, explains how to contact Technical Support, and lists the files included in the App Portal installation.

System Requirements Lists the system requirements for the App Portal environment, client machines, and server machines. Also lists the information you are required to gather prior to installation.

Preparing the App Portal Web Site Explains how to prepare the App Portal web site prior to the installation of App Portal.

Installing the App Portal Web Site Explains how to install the App Portal web site.

Upgrading the App Portal Web Site to 2014

Explains how to upgrade an existing installation of the App Portal web site.

Installing the App Portal Web Service Explains how to install App Portal Web Service.


App Portal 2014 Installation GuideContacting Us

Contacting UsYou may contact us from anywhere in the world by visiting our Web site at:

http://www.flexerasoftware.com


http://www.flexerasoftware.com

App Portal 2014 Installation GuideApp Portal Overview

App Portal OverviewApp Portal provides users with a familiar and easy-to-use storefront to request software automatically from your System Center Configuration Manager or Altiris Client Management Suite installation. You can use App Portal to facilitate any type of request including software, OSD images, service packs, computers, and office supplies. App Portal uses approval and inventory management policies to ensure requests are secure and receive the proper approval.

App Portal provides a multilevel and dynamic approval process to secure requests. You can link approvers to Active Directory attributes and deployment system collections to create a dynamic approval structure based on the requester. You can also use managers specified in Active Directory or create your own custom approval groups. Customizable emails and detailed status keep everyone informed.

• Important Points to Consider Prior to Installation

• Getting Support for App Portal

• App Portal Installation Files

Important Points to Consider Prior to InstallationTo have the most productive experience using App Portal, review this guide in entirety and consider the following points before performing the installation:

• Upgrading from App Portal 7.3.1 or 7.5.x—If you are upgrading from App Portal 7.3.1 or 7.5.x, it is very important that you review all of the information in the Upgrading: Read This First! section before beginning the upgrade.

• App Portal obtains data from Active Directory as well as your deployment system—App Portal obtains its data from Active Directory as well as the SCCM or Altiris database. User data is refreshed when the Active Directory User Discovery is run. Be sure to schedule this process to run at regular intervals.

• Four user-to-computer relationship methods—App Portal creates its user-to-computer relationship using one of four methods: last logon, primary console, managed by, and user affinity (for SCCM 2012 only). Please review and understand what the most effective and reliable method will be for you.

• App Portal Web Service requirement on primary sites—App Portal requires that the App Portal Web Service be installed on:

• SCCM 2007—All Primary sites.

• SCCM 2012—At the Central Site or CAS Site (if present)

• Altiris—Not required.

• Service account and DNS alias requirement—App Portal requires a service account and DNS alias established prior to beginning the installation.

• DBO permissions required—Only Windows authentication is supported when connecting to the App Portal SQL Server database. Therefore, the account running this installer needs DBO permissions to that SQL Server.


App Portal 2014 Installation GuideApp Portal Overview

Getting Support for App PortalApp Portal is fully supported by its world-class support staff during your evaluation process and post-sales. We promise quick resolution or explanation ensuring that the product performs flawlessly in your environment.

You can contact Flexera Software support by visiting the support site at http://support.flexerasoftware.com.

When contacting technical support, please provide following information:

Table 2 • Required Support Information

Information Description

Log Files Include the following log files, which are contained in the logs directory:

• C:\Program Files (x86)\AppPortal\Logs

• C:\Program Files (x86)\AppPortalWebService\Logs (from the Primary Sites)

Description Include a detailed description of the problem including:

• Expected behavior

• Desired behavior

• User experience

Environmental Factors

List the environmental factors that may be unique to you including:

• Client firewalls

• System lockdown

• Anything else that you may think contributes

Steps to Reproduce

Include a detailed list of the steps to follow to reproduce the problem you are experiencing.


http://support.flexerasoftware.com

App Portal 2014 Installation GuideSystem Requirements

App Portal Installation FilesThese App Portal installation files can be downloaded from the Flexera Software Product and License Center.

System RequirementsApp Portal requires certain systems configurations in order to function properly. These requirements are exact and if they are not present, it will have negative effects on the installation, operation, and experience of App Portal.

This section lists the system requirements for App Portal:

• Environment Requirements

• Client Requirements

• Server Requirements

• Supported Deployment Technologies

• Information to Gather Prior to Installing App Portal

Table 3 • App Portal Installation Files

File Purpose

AppPortalSetup_2014.exe Installer for the App Portal web site and database

AppPortalWebServiceSetup_2014.exe Installer for the App Portal Web Service, which provides interaction between the web site and SCCM.

AppPortalUpgrade_2014.exe To upgrade from App Portal 2013 R2, 2013, or 7.5.x to App Portal 2014, use the App Portal 2014 Upgrader.

ActiveX Control for Internet Explorer.msi Installer for Internet Explorer Active X control.

AppPortal2014InstallGuide.pdf App Portal Installation Guide (this guide)

AppPortal2014ConfigGuide.pdf App Portal Configuration Guide

AppPortal2014EndUserGuide.pdf App Portal End User Guide



Environment RequirementsPrior to beginning App Portal installation, make sure that your environment meets or is able to meet the following requirements:

Table 4 • App Portal Environment Requirements

Requirement Description

Active Directory Microsoft Active Directory is required for App Portal. It is fully supported under 2003/2008 domains operating at all functional levels. Windows 2000 domains are not supported.

DNS If you choose Use Reverse DNS as a computer discovery method during App Portal installation, a DNS service is required that supports and contains Reverse DNS Zones.

Database Software Microsoft SQL Server 2008 R2 or Microsoft SQL Server 2012

SMTP Compatible Mail System

App Portal requires an SMTP-compatible mail system. App Portal supports local and remote SMTP servers.

Internet Information Server (IIS) 7.0 or above

App Portal requires Microsoft IIS 7.0 or greater. App Portal is installed into a virtual directory named ESD and is accessible using http://alias/ESD.

A DNS A-RECORD must be created to access the site if you wish to use an alias.

Integrated Authentication

App Portal uses a user’s current Active Directory credentials to authenticate to IIS/App Portal.



Active Directory User Discovery

Active Directory User Discovery must be enabled in System Center Configuration Manager and/or Altiris Client Management Suite for App Portal to function properly. Additional Active Directory User Discovery extensions are also required.

Extend the attributes during the installation or manually using the Active Directory User Discovery method in the System Center Configuration Manager Console and/or Altiris Management Console. Include the following attributes in addition to the existing ones if performing manually:

Mail

Department

Title

DisplayName

distinguishedName

manager

company

l (lower case L) (Only enter the letter l!)

postalCode

sn

givenName

physicalDeliveryOfficeName

Important • This is only required if you are using standard discovery from System Center Configuration Manager or Altiris. If you are providing a custom SQL script to perform user and computer discovery, these steps are not required.

Caution • The user discoverable attribute DisplayName is required to be extended in System Center Configuration Manager and/or Altiris Client Management Suite. This needs to be done before the running the App Portal upgrade, or else the user and computer sync process will fail.

High Speed Connection

The IIS server should be on the same physical network as the database server, and should be connected at a high speed (greater than or equal to 100 MBit).

Table 4 • App Portal Environment Requirements




Client RequirementsThe following are the App Portal client requirements:

Table 5 • App Portal Client Requirements


Operating System Windows 7 or greater

Note • For deploying software using App Portal, App Portal requires that the client’s operating system has the SCCM/Altiris client installed.

Browser Microsoft Internet Explorer 9.0 or greater

App Portal requires that the client’s web browser be Internet Explorer 9.0 or greater; however Internet Explorer 10 or 11 are preferred for the best experience.

Firefox, Chrome, Safari

App Portal also supports Firefox, Chrome, and Safari browsers; however these browsers do not support Active X and therefore will always discover the computer using the Reverse DNS discovery method.

Note • The fall back to ReverseDNS on these browsers is only done if ActiveX is the primary computer discovery method chosen. If the discovery method is set to SCCM, then App Portal will honor that for all browsers.

Trusted Sites The App Portal web site must be added to the trusted sites list for Internet Explorer. For example:

http://APPPORTALSERVER

Important • This is very important.



Server RequirementsThe following are the server requirements for the App Portal Web Service and the App Portal installation platform:

• App Portal Web Service Installation

• App Portal Installation Platform

• Setting Permissions: App Portal Service Account

App Portal Web Service Installation

Important • A minimum of .NET Framework 2.0 SP1 is required on all primary sites.

For SCCM 2007, the App Portal Web Service must be installed on every primary site server in order to service the SCCM clients at that site. For SCCM 2012, the App Portal Web Service is only needed at the CAS or Central site.

Therefore, you are required to run the AppPortalWebServiceSetup.exe on each primary site, confirming the local server name and SCCM SQL Database of the primary site server. A default SCCM Collection called App Portal Collection for Site XXX will be created on each primary site. This collection will be populated as necessary to service the clients that report to that site.

For SCCM 2007, an advertisement folder called App Portal Advertisements for Site XXX will be created to contain the advertisements created by App Portal.

For SCCM 2012, folders will be created called App Portal Users For Site XXX and App Portal Computers for site XXX.

App Portal Installation Platform The App Portal installation platform must meet the following requirements:

Table 6 • App Portal Installation Platform

Category Requirement

IIS App Portal must be installed on a server running IIS 7.0 or greater.

Operating System Supported operating systems include the Windows Server 2008 family (32- or 64-bit). Windows Server 2008 R2 is the preferred platform.

Note • App Portal is not supported on Windows Server 2003 (32-bit) or on Windows Server 2003 x64.

Microsoft .NET 4.0 Microsoft .NET Framework 4.0 is required for App Portal. If you have not already done so, install .NET 4.0 and the .NET 4.0 Update available from Microsoft KB2468871:

http://support.microsoft.com/kb/2468871





Setting Permissions: App Portal Service AccountApp Portal requires that you identify an account (App Portal service account) to use for the interaction with SQL and Active Directory. The App Portal service account will require administrative permissions on the client workstations if you wish App Portal to successfully run machine policy evaluation for accelerated software deployments and rerunning advertisements as necessary.

The service account must have Read permission on the SCCM database in SQL and Read/Write permission on the App Portal database that gets created during the installation process. The Installer Account will attempt to provision the Service Account with DB_DataReader permissions to the SCCM database and DBO permissions to the App Portal database.

Supported Deployment TechnologiesApp Portal 2014 supports the following deployment technologies for software distribution:

• Microsoft System Center 2007 Configuration Manager

• Microsoft System Center 2012 Configuration Manager

• Altiris Client Management Suite 7.1 or higher

Note • App Portal 2014 supports multiple deployment systems with a single App Portal instance.

Note • When using System Center Configuration Manager, Microsoft .NET Framework 4.0 is required to be installed on the IIS server in order to run the App Portal service and web site. This is not required when using Altiris Client Management Suite.



Information to Gather Prior to Installing App Portal

Before beginning the installation of App Portal, you should use the following table to gather the listed information. You will be prompted to enter this information during installation.

Table 7 • Information Required During Installation

Question/Item Answer Notes/Comments

Primary Site server name Server name of the SCCM server where App Portal can be installed.

Server name for service (If needed)

Server name where App Portal can be installed.

All child Primary Site server names

Server name of all child primary sites that has client that will use App Portal.

SQL server name Server name of the SQL server where the SCCM Database is hosted.

SQL instance name (If any) SQL instance name where the SCCM database is installed (If any).

SQL installation (Stand Alone, Cluster, NLB)

Type of SQL installation. Choose one or explain your SQL environment.

Service account Service account that will be used for App Portal to run under. Should have Read on the SCCM (SMS_###) database and Read/Write on the App Portal database created during the installation process. The installer account will attempt to provision these rights.

AD User Discovery Enabled Must be enabled in SCCM.

AD Group Discovery Enabled Recommended, but not required.

AD System Discovery Enabled Recommended, but not required.

SMTP Server Name Internal server name of the SMTP server that App Portal can use to send email notifications and alerts.


App Portal 2014 Installation GuidePreparing the App Portal Web Site

Note • If you need to contact Technical Support for assistance with the installation and initial configuration of App Portal, please have the information listed in this table ready for the Support Engineer.

Preparing the App Portal Web SiteTo prepare the App Portal web site, perform the following steps.

Important • Follow this procedure only if you are unable to extend the Active Directory User attributes during the installation process.

Task: To prepare the App Portal web site:

1. It is necessary to inventory the additional Active Directory attributes and have them present in your deployment system prior to continuing the installation. The installer will attempt to add these attributes during installation and create a dummy Data Discovery Record (DDR) file to populate the deployment system database with discovery data. If you are performing this action manually, first confirm that at least one account in the domain being inventoried has the following AD attributes populated:

DisplayName

Email Address

Department

Title

Full User Name

User Name

Last Name

First Name

Office

Manager

Company

City

Postal Code

2. Once confirmed, navigate to the Discovery Methods in the SCCM Console and select Active Directory User Discovery.



3. Open the Active Directory Attribute tab.

Note • This dialog box is from SCCM 2007, but SCCM 2012 has similar functionality.

4. Add the attributes listed below to the list:

DisplayName

Mail

Department

Title

Sn

givenName

physicalDeliveryOfficeName

distinguishedName

manager

company

l (Lower Case L)

postalCode

Caution • The user discoverable attribute DisplayName is required to be extended in System Center Configuration Manager and/or Altiris Client Management Suite. This needs to be done before the running the App Portal upgrade, or else the user and computer sync process will fail.

5. Initiate a discovery, and once the discovery process is complete, verify that a user account in the All Users collection has the additional attributes listed above.



Special Considerations for Windows Server 2008Windows Server 2008 requires some preparation for a successful installation. During the installation, the installer will prompt for a user name and password. In order for the installer to validate the credentials, the computer browser service needs to be enabled. It is disabled by default. If you encounter errors with validating the service account, unselect the Validate Account and Password option.

If needed, enable and start the service until the installation completes, at which time the service can be stopped and disabled. If you still have a problem validating the account and you are sure that the data has been entered correctly, you can unselect Validate Account and Password.

Creating a Site AliasApp Portal operates under the security context of a service account. In order for IIS to properly authenticate a user, it is required that an alias (DNS A-RECORD) be established prior to installing. This ensures that there will be no authentication problems between Active Directory and IIS when the installation is complete.

Note • If, instead of specifying an alias, you want to specify the actual server name during installation, you do not need to create a DNS A-RECORD because one already exists for the server. However, if you wish to use an alias instead of the server name, a DNS A-RECORD for that alias must be created to access the site.


App Portal 2014 Installation GuideInstalling the App Portal Web Site

Installing the App Portal Web SiteTo install the App Portal web site perform the following steps:

Important • Starting with App Portal 2013, your deployment technology is no longer specified during App Portal installation. Instead, you specify your deployment technology connection settings on the Deployment tab of the Settings view, as described in the App Portal Configuration Guide.

Task: To install the App Portal web site:

1. To start the App Portal installer, launch AppPortalSetup_2014.exe. The Welcome panel opens.

Note • You need to be an administrator to run this installer. To run as an administrator, you can right-click the AppPortalSetup_2014.exe file and select Run as administrator from the context menu.



2. Click Next. The License Agreement panel opens.

3. Read and accept the license agreement and click Next to continue. The Destination Folder panel opens.



4. Click Next. The Specify Site Alias panel opens.

5. Do one of the following:

• If you have already created a DNS alias for the identity of the site, enter it in this field.

Note • If you enter an alias, it needs to already be created on your DNS servers. The App Portal Web Site installer will not create it for you.

Note • If you specify an alias, a DNS A-RECORD for that alias must be created in order to access the App Portal site. It is important that the alias be an DNS A-RECORD, and not a CNAME record.

• If you do not want to use an alias, you can accept the default value, which is the server machine name.

Note • If you specify the server machine name, you do not need to create a DNS A-RECORD because one already exists for the server.

Tip • After installation, you can edit the DNS Alias value on the Web Site tab of the Site Management > Settings view.



6. Click Next. The SQL Server Database Server and Database Name panel opens.

Important • Only Windows authentication is supported when connecting to the App Portal SQL Server database. Therefore, the account running this installer needs DBO permissions to that SQL Server.

7. Enter the name of your SQL Server database server or select it from the list.

If you are using a specific database instance (other than the default instance), enter the database server and SQL instance in the following format:

<SERVERNAME>\<INSTANCE>

Important • Do not use (Local) as a database name.

8. The Database Catalog field identifies the name of the new App Portal database that will be created by this installer. By default, the name AppPortal is listed. You may modify this name.



9. Click Next to continue. The Logon Information panel opens.

10. A user account is required to interact with Active Directory and SQL. This same account will be used for the App Portal service. The account requires administrative rights on clients to make use of the remote policy execution and to rerun advertisements. Enter user account information in Domain\Username format, along with a password.

Note • Enter the credentials that App Portal will use to communicate with System Center Configuration Manager and/or Altiris Client Management Suite, SQL Server, Active Directory, and clients. This must be the same account, so it is recommended that you use a devoted service account. This account must also have administrator rights on all client machines.

11. Click Next to continue. The Active Directory and Mail Information panel opens.

12. Confirm or populate the Global Catalog Server field.



13. Enter the name of the SMTP Server that will be used for relaying email.

Note • You may need to configure the SMTP server internally to accept relay from this server’s IP address.

Note • You can also enter the mail settings after installation on the Site Management > Settings > Email subtab of the Admin tab.

14. Enter the Email Prefix (from field) and Email Suffix (domain name).

15. Click Next to continue. If an existing App Portal database is found, the App Portal Database panel opens.

16. Select one of the following options:

• Upgrade the database—Select this option to upgrade the existing database to App Portal 2014. Selecting this option means that existing records in the database will remain.

• Delete and recreate the database—Select this option to delete the existing database and create a new one. All records in the original database will be lost.



17. Click Next. The Computer Discovery Method and Sample Data Population panel opens.

18. Select one of the following options to specify the method to use for discover the active machine visiting the App Portal site:

• Use Active X Control—Will install a signed Active X control that will transfer the computer name from the client to the server. Active X will give the most consistent result. A separate installer, Active X control for Internet Explorer.msi, is included for large scale distribution of the control. Administrative permissions are required for its installation.

Note • You can use SCCM to deploy the Active X control, or just add your App Portal site to the Trusted Zone in Internet Explorer.

• Reverse DNS—Uses the reverse DNS zones in Active Directory (if present) to look up the computer name by IP address.

Note • If you select Reverse DNS, every computer in your DNS will be discovered, not just those in SCCM. It only searches the Active Directory DNS, so if you have other DNS providers, it will not work.

19. If you want to populate the installation with sample catalog data, select the Populate Sample App Portal Data option.



20. Select Next. The Ready to Install the Program panel opens.

21. Click Install to begin the installation. When installation is complete, the Completed panel opens.

.

22. Click Finish to close the installer.

23. Launch App Portal and specify your deployment technology settings for System Center Configuration Manager and/or Altiris Client Management Suite, as described in the Configuring Your Deployment Technology section of the App Portal 2014 Configuration Guide.


App Portal 2014 Installation GuideUpgrading the App Portal Web Site to 2014

Upgrading the App Portal Web Site to 2014

To upgrade the App Portal Web Site to App Portal 2014 first review the Upgrading: Read This First! section and then perform the upgrade.

• Upgrading: Read This First!

• Performing the Upgrade

Upgrading: Read This First!App Portal 2014 offers enhancements to FlexNet Manager Platform integration—including the new My Apps feature and support for Enterprise Groups, support for Altiris deployment technology, and support for multiple deployment technologies (System Center 2007 Configuration Manager, System Center 2012 Configuration Manager, and Altiris) in a single instance of App Portal.

When upgrading an existing version of App Portal to App Portal 2014 to take advantage of these new features, it is very important that you review the following information before you begin the upgrade.

• Planning Your Upgrade

• Changes to Version Support and Upgrade Method

• Changes to User/Computer Syncing

• Changes Related to Custom User Discoverable Attributes

• Changes Related to Multiple Deployment Technology Support



Planning Your UpgradeWhen performing your upgrade to App Portal 2014, it is recommended that you include the following steps in your upgrade process:

• Step 1: Review the Release Notes—Thoroughly review this document, the App Portal 2014 Release Notes.

• Step 2: Upgrade and test in a lab environment—Before rolling out the App Portal upgrade in production, first upgrade App Portal in a lab environment using a clone or subset of your production data and test it thoroughly to make sure it still operates as per your requirements.

• Step 3: Production rollout—When you are ready to roll out the App Portal upgrade to your production environment, it is recommended that you include the following steps:

a. Backup your existing App Portal database.

b. Take a snapshot of the App Portal server, if possible.

c. Provide downtime notice to your end users.

d. Schedule your service window to allow for adequate testing post-production upgrade.

e. Test your recovery model.

Changes to Version Support and Upgrade MethodThe method of upgrading to App Portal 2014 and the supported versions have changed.

• Supported upgrade versions—You can only upgrade to App Portal 2014 from the following previous versions:

• App Portal 2013 R2

• App Portal 2013

• App Portal 7.5.x

Important • To upgrade from one of these supported versions to App Portal 2014, use the App Portal 2014 Upgrader. The App Portal 2014 Upgrader can be downloaded from the Flexera Software Product and License Center.

• Automatic rollback of the database using an older version of the Upgrader is no longer supported—Previously, if something went wrong with an upgrade, you could roll it back by running the Upgrader of the older version over the newer version. This functionality is no longer supported. If, after upgrading to App Portal 2014 you want to roll back App Portal to the previous version, you will now need to manually restore the old database first, and then uninstall and then reinstall App Portal and point to the restored database. Therefore, you must back up your database before you start the upgrade.

Important • It is imperative that you back up your database before you start the upgrade.



Changes to User/Computer Syncing

Note • This section only applies if upgrading from App Portal 7.5.x to App Portal 2014.

In previous versions of App Portal, all user and computer data was stored in System Center Configuration Manager only. App Portal 2014 now maintains its own replica of user and device information.

The following changes have been made to the way users and computers are synced with the deployment technology:

• All App Portal deployment settings are migrated and synced—The App Portal 2014 upgrade process will migrate all settings, and also run the sync process to sync the users, computers, and user-computer relationships.

• Syncing time depends on number of users—The amount of time that the sync process will take depends upon the number of users, computers, and user-computer relationships. For example, for 50,000 users, it takes about 25 minutes.

• Syncing of newly discovered computers may impact request on behalf functionality—In App Portal 2014, the syncing of users and computers happens automatically at 2 a.m. Any machines that are discovered in System Center Configuration Manager after 2 a.m. will only be synced if the user logs on to the machine and accesses App Portal. This may impacts the request on behalf feature if you are trying to submit a request for a new machine that was discovered by System Center Configuration Manager after the sync, but before the user has logged on to the machine and accesses App Portal.



Changes Related to Custom User Discoverable Attributes


If you are using any custom user discoverable attributes in the App Portal instance that is being upgraded, then, after the upgrade, you will need to provide a custom sync SQL query to sync up the custom attributes.

Task: To sync custom user discoverable attributes:

1. Run the App Portal 2014 Upgrader.

2. After the upgrade is successfully completed, open the Admin > Settings > Deployment > Common tab, enter an SQL query in the Custom User ID Sync SQL Query and Custom User Sync SQL Query boxes, and then click Sync Data Now to sync the data.

Note • Before performing the sync, you can test the queries you entered by clicking the Test User Sync Settings button.

3. After the sync, open the Admin > Settings > Active Directory > Property Mapping tab and view the custom user discoverable attributes.

4. Because, after the sync, there might potentially be duplicate attributes, perform the following additional steps:

a. For each custom user discoverable attribute that has been added and is a duplicate, locate its entry in the WD_ADProperty table in the App Portal database.

b. For each duplicated custom property, delete the row that has NULL values in the AppPortalColumnName and AppPortalTableName columns in this WD_ADProperty table.



Changes Related to Multiple Deployment Technology Support


Because App Portal 2014 supports multiple deployment technologies (System Center 2007 Configuration Manager, System Center 2012 Configuration Manager, and Altiris) in a single instance of App Portal, several changes to functionality have occurred.

• Inventory management is only supported for a single System Center Configuration Manager deployment technology—Inventory management is only supported for System Center 2007 Configuration Manager or System Center 2012 Configuration Manager, but not both, even if both are configured. You specify your deployment technology source for Inventory on the Deployment > Common tab of the Settings view.

• Evaluating collection membership is only supported for a single deployment technology—Evaluating collection membership for conditions across the product is supported for only one deployment technology: System Center 2007 Configuration Manager, System Center 2012 Configuration Manager, or Altiris. You specify your source for Evaluating collection membership on the Deployment > Common tab of the Settings view.

• Auto-discovery of System Center Configuration Manager clients is no longer supported—Since App Portal is now supporting multiple client technologies, and because App Portal syncs the users, computers, and user-computer relationships, App Portal 2013 will no longer support auto-discovering clients and creating client DDR in System Center Configuration Manager.

• App Portal no longer references System Center Configuration Manager resource IDs—App Portal no longer references System Center Configuration Manager resource IDs. Instead, App Portal 2014 references user and computer names in its schema. Any custom reports accessing the System Center Configuration Manager user and computer IDs must be updated to use the Name column, not the resource ID.

• DisplayName attribute—The user discoverable attribute DisplayName is now required to be extended in System Center Configuration Manager. This needs to be done before the running the upgrade, or else the user and computer sync process will fail.



Performing the UpgradeTo upgrade an existing installation of App Portal using the App Portal Upgrader, perform the following steps:

Task: To upgrade App Portal:

1. Download the latest App Portal 2014 Upgrader from the Flexera Software Product and License Center.

2. Extract the installer.

3. Right click the AppPortalUpgrade_#.#.#.#.exe file and select Run as administrator from the context. menu. The User Account Control dialog box opens.

4. On the User Account Control dialog box, click Yes.



The App Portal Upgrader dialog box opens, which enables you to further configure the actions for the upgrader.

5. On the Upgrade Options tab, select the components of App Portal that you wish to upgrade.

6. On the Language Options tab, specify whether to delete all existing language data, and whether to add/update existing language data:



7. Click Start Upgrade to initiate the process. You will see the following progress bar and installation messages scroll by.

8. You may see a warning that the installer was not able to update the AppPortalWebService web files. If this warning appears, perform the following steps:

a. Click the OK button on this message. A Windows Explorer window will open to the Temp path indicated in the message revealing the update web files.

b. Copy these files and paste them in the following the folder, replacing the files that are there:

C:\Program Files (x86)\AppPortalWebService

c. If the Confirm Folder Replace dialog box opens, select the Do this for all current items option and click Yes.

d. If the Copy File dialog box opens stating that there is already a file with the same name in this location, select the Do this for the next # conflicts option, then click the Copy and Replace option.

9. Click Close on the App Portal Upgrader dialog box to complete the upgrade.


App Portal 2014 Installation GuideInstalling the App Portal Web Service

Installing the App Portal Web Service

Note • You are required to install the App Portal Web Service when using Microsoft System Center Configuration Manager deployment technology. It is not required when using Altiris deployment technology.

Important • You must first install the App Portal Web Site, as described inInstalling the App Portal Web Site, before installing the App Portal Web Service on any server.

The location(s) where you install the App Portal 2014 Web Service depends upon the version of System Center Configuration Manager you are using:

• System Center 2012 Configuration Manager—When using single primary/CAS with System Center 2012 Configuration Manager, you must install the App Portal Web Service only on the single primary/CAS.

• System Center 2007 Configuration Manager—When using System Center 2007 Configuration Manager, you must install the App Portal Web Service on the central site and at all the primary site(s).

To install the App Portal Web Service, perform the following steps:

Task: To install App Portal Web Service:

1. Verify that the Microsoft .NET 4.0 or higher framework is installed on the CAS or primary site server. If it is not installed, use Control Panel > Programs and Features > Turn Windows features on or off to install it.

2. To start the App Portal Web Service installer, open the AppPortalWebServiceSetup.exe file.

Note • You need to be an administrator to run this installer. To run as an administrator, you can right-click the AppPortalWebServiceSetup.exe file and select Run as administrator from the context menu.



3. On the User Account Control dialog box, click Yes. The Welcome panel opens.

4. Click Next. The License Agreement panel opens.



5. Read and accept the license agreement and click Next to continue. The Destination Folder panel opens.

6. If you want to install App Portal Web Service in the specified directory, click Next. If you want to select a different directory, click Change, select a new directory, and then click Next. The Primary Site Server Setup panel opens.

The fields on this panel are populated with information that the installer obtained from the Microsoft System Center Configuration Manager installation on this machine.



7. Click Next. The Ready to Install the Program panel opens.

8. Click Install to begin the installation. When installation is complete, the Completed panel opens.

9. Click Finish to close the installer.

10. Upon completion of the installer, a new collection should have been created in Microsoft System Center Configuration Manager named App Portal Collection for (SiteCode). Open the Configuration Manager Console and verify that this collection exists.

Note • The account used to install App Portal Web Service has been granted full administrative access to the site. See the App Portal Configuration Guide for information on configuring site security.



11. Navigate your browser to http://<sitealias>/esd/. The App Portal web site opens.

Note • You may be prompted to install an Active X control. Click Install.

12. When you first access App Portal you will be prompted to upload your license file provided. Follow the instructions on screen to upload the file.

13. Repeat this procedure for each Primary Site.




Index

AActive Directory 10Active Directory User Discovery 11ActiveX Control for Internet Explorer.msi 9App Portal

features and benefits 7files included in installation 9preparing for installation 15setting permissions 14system requirements 9upgrading App Portal Central site 27Windows Server 2008 considerations 18

App Portal service account 14AppPortalUpgrade_2014.exe 9AppPortalWebServiceSetup_2014.exe 9

CComputer Discovery Method 25

Iinstallation files 9installing

App Portal Central Site 19Internet Information Server (IIS) 10

Ppermissions 14

RReverse DNS 25

SSite Alias 18Specify Site Alias 21system requirements 9

App Portal server 13App Portal Web Service 13client 12environment 10server 13

Uupgrading 27Use Active X Control 25


Index


Documents

App Portal 2014 Installation Guide - Flexera · App Portal 2014 Installation Guide App Portal Overview 8 APP-2014-IG00 App Portal 2014 Installation Guide Getting Support for App Portal