Concento 4.0 Install Guide
Concento 4.0 Install Guide
0 INSTALL GUIDE
JUNE 25, 2021
INTRODUCTION ............................................................................................................................... 3
Assumptions .......................................................................................................................................................... 3
Overview ............................................................................................................................................................... 3
Requirements ........................................................................................................................................................ 3
Installation Files provided ..................................................................................................................................... 4
Install Concento 4.0 ........................................................................................................................ 4
Download the Install Packages and DB backups ................................................................................................... 4
Configuring SQL server .......................................................................................................................................... 5
Install to SSMS the Concento system account and databases .............................................................................. 8
Install and Configure IIS ........................................................................................................................................ 8
Run Concento Webpage Installer Program ......................................................................................................... 17
Run Upgrade Database within Webpage Installer Program ............................................................................... 21
Confirm Webpage Creation In IIS ........................................................................................................................ 28
Test and perform initial application setup using the following URLs .................................................................. 29
Apply License to Concento Deploy ...................................................................................................................... 31
Configuring User Security.................................................................................................................................... 32
Configuring Concento Parameters ...................................................................................................................... 34
Install Concento Search ................................................................................................................ 36
Incorporate Use of DMR Public API .............................................................................................. 38
About the DMR Public API .................................................................................................................................. 38
Windows Authentication Logon Access ........................................................................................ 39
Role Management for Windows Authentication ................................................................................................ 40
Concento Parameters for Windows Authentication ........................................................................................... 41
REQUIREMENTS FOR ENRICH ....................................................................................................... 42
Install ENRICH Spreadsheet for Web Add-In ....................................................................................................... 42
pg. 2
INTRODUCTION
Assumptions
This installation guide assumes you have full access to the Publish zip file.
Overview
Concento 3.3 is a web-based application for use in Data Migration mapping from legacy to future state as well
as coordinating the future maintenance and governance of the live data. Through the user-friendly menu, you
can organize all the relevant legacy source system tables and fields; identify their relevancy to the migration of
data; designate their business terms, policies, maintenance; and map their eventual conversion to the future
system tables and fields.
This software will provide access to produce guidelines for governing the future state of your data. It will
prevent the creation of incorrect data or ability to leave relevant fields blank. It can be your Data Migration and
Data Governance one stop workshop.
The audience for use of this tool will be the Data Migration/Governance team and Data Validators. Together
they will build out the relationships of legacy and future state data. The project team members may be
assigned, and progress can be monitored by user, team, object, and date timeframe for Metrics of progress.
Requirements
• Application server running Windows Server 2012 or greater
• SQL Server 2016 SP1 (version 13.0.4001.0) or greater (NOTE: be sure to use
SQL_Latin1_General_CP1_CI_AS for correct collation)
• IIS 7.0 or greater
• Microsoft .NET Framework 4.7.2 or greater
• Browsers: Chrome 66 and Firefox 59 or later. NO Internet Explorer, NO Edge, and NO Safari.
• Microsoft Visual C++ 2010 Redistributable Package (x86) – vcredist_x86.exe
• If using an SAP HANA Database, HANA drivers must be same version as shipped with Concento
NOTE: A project that uses SQL Server as the ETL will require installing the Enterprise version (x64) to ensure
that there is enough db size available. The Express version, although free, does not provide the space needed
to run a full migration project. PLEASE refer to the Hardware Requirements Guide for more details.
pg. 3
Installation Files provided
• Concento 4.0 Application Installation Files
• vcredist_x86.exe (Microsoft Visual C++)
• DOT NET 4.7.2 Install.exe (Microsoft .NET)
• WebDeploy_2_10_amd64_en-US.msi (Microsoft IIS installer)
• Npp.7.5.3.Installer.exe (Notepad ++)
• Chrome setup.exe
• ElasticSearch-6.6.1.msi (Search engine)
• SAP_HANA_CLIENT_32BIT.zip
• Contact DMR Customer Support for the specific location of the Concento Installation zip file
• Download the Publish zip folder and the InstallFiles zip folder as directed by DMR Customer Support.
• Create the Publish Folder on the C: Drive as C:\Publish
• Extract the Publish contents to the C:\Publish Folder
pg. 4
• The InstallFiles zip folder will provide the supporting apps for Concento:
o DOT-NET 4.7.2 Install
o vcredist_x86
o WebDeploy_2_10_amd64_en-US
o Npp.7.5.3.Installer (Notepad ++)
o Chrome setup
o ElasticSearch-6.6.1 (Search Engine)
o SAP_HANA_CLIENT_32BIT (see Note)
As part of HANA DB use, a zip folder will contain the HANA drivers with the same version that is shipped
within the Concento install. These drivers are stored in the folder in DMR for 3rd Party Install Files for each
version of Concento Install.
NOTE: The User need NOT setup the ODBC Connection to HANA on the server. This is not necessary. We
only need to setup the ODBC drivers. The connection setup will be done within Concento Administer >
Datasource Servers.
ASSUMPTION: SQL Server and SSMS (latest version) are installed by the local DBA with the following
required configuration active:
pg. 5
Within Windows Ctrl panel > system and security > Window Firewall > Advanced settings (Advanced
Security). Click on Inbound Rules. IF there is NOT a rule setup for the TCP Port, then create new.
Turn Off the Windows Firewall then turn it back On for both Domain and Private Network – update by a
click on ‘Windows Firewall Properties’
pg. 6
Ensure that the option for ‘SQL Server and Windows Authentication’ is selected.
NOTE: The Concento application cannot use Windows Authenticated database accounts for any Database
Connections.
Server Properties
pg. 7
Install to SSMS the Concento system account and databases
At this point, the IT Admin will need to build out the Concento databases in SSMS. There is a minimum of 3
databases required:
Additional working, source, and target databases will eventually be required as well as a srcENRICH db.
These databases will need to grant access to the system default User (CONCENTO) that will be added to the
system with a password that needs to be used for initial setup. You can select whatever User and password you
want but remember to use same for all ENRICH connections and setup of IIS services.
Refer to the Concento 4.0 Hardware Requirements for details of sizing for these db.
• Before completing the IIS configurations, install these 3 components: vcredist_x86.exe, DOT NET 4.7.2
Install and WebDeploy_2_10_amd64_en-US.
NOTE: If any of these are already installed, you may see a message indicating so. Close the installation and
continue. Run all programs as Administrator if it is allowed.
• Run vcredist_x86.exe installer from the C:\Publish Folder (Microsoft Visual C++)
• Run DOT NET 4.7.2 Install installer from the C:\Publish Folder (Microsoft .NET Framework)
• Run WebDeploy_2_10_amd64_en-US installer from the C:\Publish Folder. (Microsoft Web Deploy)
pg. 8
WebDeploy_2_10_amd64_en-US installer
• Click Start and launch Server Manager / Services and click on Add Roles and features within
Configure this local server section
pg. 9
• Before You Begin - Click Next button
pg. 10
• Server Roles – Select Application Server and Web Server (IIS) > Click Next
NOTE: Application Server might not be present if installing both Deploy and SQL Server on the
same Server. The options depend upon the version of Windows.
Some of the selections may warrant adding additional features. This message displays when you click on –
Add Features button
pg. 11
• Navigate through the next few screens and choose the Features and then Roles as shown below:
pg. 12
• Verify .NET Framework 4.6 or greater is installed.
o Server Manager > Add Roles and Features > Features > .NET Framework 4.6 Features
• Click on Install button and the system will show updating progress in Results. When the Close button
becomes active, click on it to close the process as complete. These steps may need to be repeated to
completely add the pieces of Application, Web IIS, and .NET Framework.
pg. 13
• Verify Services are Active
o Click on Server Manager > App Server and page down to view Services window to validate they
are running
NOTE: App Server might not be present if installing both Deploy and SQL Server on the same
Server. Check under All Servers)
o Click on Server Manager > IIS and page down to view Services window to validate they are
running.
pg. 14
• Click Tools > Internet Information Services (IIS) Manager to open a new window
o Open Bindings… from the right ‘Action’ menu and add “https” if needed with the default
values.
pg. 15
NOTE: Either use a Local certificate, or work with IT department to purchase a valid Certificate from a third-
party Authority. While waiting for the customer IT department and the certificate, continue these installation
steps. The https connections are required for Concento to function.
pg. 16
Run Concento Webpage Installer Program
This process will install the Concento folders to the IIS. It has no effect on the SQL Server databases. Only
after the IIS is successfully installed, start this section.
**NOTE – User may choose to retain the webpage installation files upon exit by a click to deselect “Delete
installation files on exit?” at bottom of this window.
• Extracting files (runs quickly) – this will extract into a temporary folder the files required to install. The
temporary folder will automatically delete at end of install unless the user deselects the message.
• Click on Next to Verify System Status and Prerequisites
pg. 17
• This step will verify that setup is prepared for the install.
pg. 18
• Most projects will want to use Windows Authentication and so the new check box is defaulted to active.
However, uncheck this box if Windows Authentication is not needed as it will update the IIS settings to
make the system require it.
Click on Verify Connection button - If successful, the screen will respond with all GREEN checked
connections.
If the version is already installed on the system, this warning message will display.
Next, click on Install button to run the Install.bat file and complete this process. The system will display a
message to click Yes if you want to start the installation process.
NOTE: This action will update the databases within the IIS to the NEW version. Also, if the 4.0.0 version has
not yet been installed, you will see an Upgrade to 4.0.0 button.
pg. 19
Click on Yes button to start the install
The Installer will continue to process and if successful, a message will display that the process is complete.
Click on Next button to proceed or Red X to close the program.
pg. 20
Run Upgrade Database within Webpage Installer Program
Update Database – Although this is an installation, the Upgrade process should still run to check for any
issues and validate that the current install is correct. The Installer will also open a new window for
performing the update. Proceed to this web screen and continue the process.
pg. 21
The Installer.exe will open the web page for Concento Deploy DB Upgrade.
NOTE: Alternately, you may manually open this browser by navigating to the page -
https://localhost/ConcentoSuite/Deploy2Service/DbUpgrade/
In this case, the localhost will remain as is and will direct to correct web app
pg. 22
Db Connection Info
Validate that the server name is correct, and that the Connection Status is “Success.”
Check to ensure that the “Installed Db Version” matches the CURRENTLY installed version on the server.
Comparison Checks
Click on the link “Compare” to open a page that will compare for differences between the current database
and the new upgrade version. Ideally, there should be no differences.
If there are differences in routines (triggers/views/etc.) the corrections should be accounted for prior to the
upgrade. Make sure to account for any missing tables or columns, or columns that are defined differently
than they should be. The Compare page:
pg. 23
pg. 24
Back out to the primary Concento Deploy Db Upgrade screen.
How-To-Upgrade
The final step is the upgrade. By default, the scripting will be encrypted via the installation process.
To run the generate encrypted, click on Generate an upgrade plan link to generate an upgrade plan for the
existing database. The page shows all the steps that the upgrade process plans to run on the database.
Once the contents of the upgrade plan have been verified, enter the User’s Database Password into the text
box and click the Execute Upgrade button.
NOTE: For situations where an alternative upgrade plan is required – one sent from the Developer team, the
User would upload that plan into build the scripts by a click on the ‘here’ link.
pg. 25
Within a short while a screen will display that will indicate SUCCESS/FAILURE and will provide a detailed
report of the steps taken.
Should any of the upgrade steps fail, the log will provide information indicating which step failed, and notes
to address the issue. In the case of failure, the process will roll the state of the database back to the
beginning of the process.
pg. 26
An alternate should the rollback not completely reverse would be to copy the backup version to live and
start the process again. Therefore, the backup is an important step.
NOTE: In the event that some of the SQL scripts in the upgrade process need to be altered, the Execution
screen may be updated. Click the “Edit” link for any of the steps. Alter the script as needed or as directed by
DMR Customer Support and then click the “Save” button.
Once the desired changes are complete, enter the User Database Password to the “Password for Database
User ‘Concento’:” field and click on the “Execute Upgrade” button.
Once the Upgrade web page is closed and completed, you will be able to initiate closure on this program.
Click Yes to proceed to the system checks.
The Installer program will now validate that system configuration and setup are complete. The messages in
RED will need to be corrected.
pg. 27
The checks include validation of the application version against the database version for consistency;
validation that each of the core database can be accessed using the Concento default logon ID; and
validation that the Security and Deploy Web services are active and accessible.
If at any point you need to close and exit, click on the X at top right corner to get this message, and installer
program will close out.
pg. 28
Ensure that the Server and the Default Web Site are both running.
Note: Make sure that the IIS is started – click the Start icon right side under Manage Website.
Test and perform initial application setup using the following URLs
Do Not use Internet Explorer, use Chrome as instructed
• If a friendly DNS is not provided, the link to the applications will be:
o Concento Deploy2:
▪ No DNS Setup
• https://localhost/ConcentoSuite/Deploy2/app/#!/login
▪ DNS Setup
• https://prd.ACME.com/ConcentoSuite/Deploy2/app/#!/
• If you installed a local SSL certificate in step IV.3 Step 3, you may get a security warning.
• Click the Continue to this website (not recommended) to continue.
pg. 29
• Log in to the Concento Deploy2 link above using the default Admin ID:
o Username = Concento
o Password = (defaults to Concento#1 unless changed in the Config file)
▪ Initial password must be changed prior to applying the DMR License
pg. 30
Apply License to Concento Deploy
Installer must contact to DMR Product Support to receive a License Key. The following information is necessary:
• Client Name
• Project Name
• Client Contact Name and Email
• Technical Contact Name and Email
• Database Server Name and (optional) Instance (see below)
• Environment (DEV, QA, PROD, LOAD, Migration, Control, etc)
• Notes, if needed, to identify this Instance in the future or help with future Licenses.
• Expiration Date (based on the Project SOW)
New for Concento version 3.3 - Licensing will support Multiple Servers, or the Server named in the config files
• SQL Server Database is using High Availability groups, so the physical database may be different than the
registered Database Name, and it may switch periodically. Allowing multiple DB Servers will cover all
these scenarios by allowing users to register either one or more Physical Servers or license the
Registered Server.
• Multi-Server Landscape - In cases where we are licensing an INSTANCE of Concento, we can register all
servers (DEV, QA, PROD) in a single License Key which could be applied to all environments in an
instance.
• Ease of Registrations - By showing the DB Server on the license screen, Admins in a new installation can
easily see what DB Name the server is expecting.
This is all relevant to create the license. The License is added within Administer > Security > License Details
Enter License Details, Choose the license file, and click on UPLOAD button to read the file and update the
system. Once successfully added the license details fields will be auto populated.
NOTE: When asking for license for multiple servers, identify each in this manner – Pipe between each
server: myserverA|myserverB
instance: instA|instB
pg. 31
IF the db Server is not correct for this license, an error message will display when applying the license.
NOTE: The Development team may need to add the Instance onto the end of the server name as well as in the
Instance for a successful license to apply.
If the license is applied, it will display message that License was applied successfully. The license will have an
expire date. If the system is moved to a different server a new license will be required.
NOTE: The Admin User – Concento must have the password changed from the DMR Default to something
unique PRIOR to update of the License. If not, the License section will not display, and an ERROR message will
take its place on the screen as shown below.
To resolve, click on the link provided in the ERROR message or use pathway – Admin > Setup > User
Management to Edit the Concento User and change the default password.
Use menu pathway: Administer > Security > User Management to configure new users and assign them to DMR
defaulted Roles.
pg. 32
Role Description
Migration Team Members
Administrator Access to the Desktop Client Security Application. No access rights inside of Deploy.
Deploy Admin Full Access to the Desktop Client Security Application, plus full Admin access inside of Deploy.
Deploy Developer Access to most screens except System Configuration.
Business Users
Deploy Dataset Designer Access to Dataset Design
Deploy Mapper Access to Dataset Design and Field Mapping
Deploy Validator Access to Deployment Reports
Deploy Metrics Access to Metrics
Deploy Project Manager Access to Project Setup, Dataset Design, and Metrics.
pg. 33
• Click on the Add icon
• Fill in the Username, Password, First Name, Last Name and email address. Press the SAVE icon.
• Add any required Roles for the user. Press the SAVE icon.
The last technical set up activity is the customer site specific parameters that are used in numerous places
within the Concento Suite. Log onto Concento as an Admin role.
pg. 34
Parameters – Details Tab
Panel Field Description
Setup Base URL* Site-specific setting. Edit these per your DEV, QAS and PRD systems that host Concento
Deploy. Required
Setup Working DB Type* Select from drop down these options for SQLSERVER, HANADB, or ORACLE. Required
Setup Govern Cache Datasource This is the Govern only datasource for Reporting Cache (Default: REPORT always)
Setup ETL Tool* Select the correct ETL tool for loading. (Default: SAP Data Services) Required
Setup Log Retain Days* number of days of log history to keep online. Set this value per IT department auditing
and service level agreement (SLA) . Required
Setup Debug Level* This sets the level of detail included in the Debug Log table. (Default: Info) Required
Methodology Field Prefix* Freely definable prefix that will be placed on the Deploy generated fields. (Default: z)
Required
Methodology Key Prefix* Freely definable prefix that will be placed on the key fields of tables. (Default: zLegacy)
Required
Methodology Xref Prefix* Freely definable prefix that will be placed on the Xref fields of a table. (Default: to
zXref) Required
Methodology Default Elements Active After importing data elements, this will set them all to Active or Not Active (Default:
OFF)
Methodology Create Export Dataflow This will create the Export Dataflow for SAP Data Services (Default: On)
Methodology Export Path* Location where the Export files will reside. (Default: //[ServerName]/Exports/)
Required
Methodology Report Ct Notin Abbr* Short name for ‘Not IN.’ (Default: NI) Required
NOTE: This parameter need only apply where you have character limitations (ie: Oracle
db with 30-character limitation)
Job Queue Low Priority Threads* This sets how many threads will be allocated to Low Priority jobs. (Default: 3) Required
Job Queue High Priority Threads* This sets how many threads will be allocated to High Priority jobs. (Default: 3) Required
Report Export Excel Export Max Record Max number of records to export into an Excel spreadsheet (otherwise use CSV format)
Count* Required
Report Export Excel Export Max Cell Max number of cells to export into an Excel spreadsheet (otherwise use CSV format)
Count* Required
Commit ID Commit ID GUID for unique identifier for this set of Parameters
pg. 35
Parameters – ETL XML Values Tab
This tab allows for entering the ETL Tool versions (In this case Data Services is entered)
SMTP Settings SMTP User Name * Enter the email address for SMTP User. Required
Setup SMTP Password* Enter the Password for the SMTP User
Setup SMTP Port* Enter the Port number for this email service
Setup From Address Enter the sent from address for this service
Setup Secure Socket Select from options the secure socket (Default 3 – StartTls)
Concento system will provide a system search capability once two programs are executed and installed.
• Java-1.8.0-openjdk-1.8.0.212-3.b04….
• Elasticsearch-6.6.1.msi
pg. 36
Both programs must be opened and installed to setup the Search Configuration – if on same server.
Within Concento use pathway Administer > Setup > Search Configuration update – Leave defaults as is and click
on Search Enabled and Save. Then, log out and log in to view search icon to display.
NOTE: While making considerations for the hard drive space consider that using the SEARCH features will
require approximately 25% more hard drive space than the Concento application. When the disk reaches 95%
full, the Search system will go into a READ-ONLY mode and will not continue to update based upon changes to
the Concento data. Refer to Hardware Requirements Guide for more details of sizing.
NOTE: The program will move 5k items into the search every 5min, so it takes a bit to load up.
The column Left to Refresh refers to the number of things to update – if you make a change to things in
Concento, it might take a bit for that change to show in the search because it runs every 5 min. Runs in the
background.
More details of use for this screen are described in the online Concento Help guide.
pg. 37
INCORPORATE USE OF DMR PUBLIC API
As part of the install, the Public API will now be available for use. Users will be able to enter a link using their client
server and the address below.
https://ClientServer/ConcentoSuite/PublicApi/swagger
Refer to user guide – Public API User Guide for details of the use of this product.
pg. 38
WINDOWS AUTHENTICATION LOGON ACCESS
Concento provides a single sign on for Users at project sites. The project site will generally use a Network system with
logon. As part of the setup of IIS, we instruct to select Windows Authentication by default. If you can setup the IIS or
have ability to advise the IT department to ensure that this selected.
NOTE: The User may select as an option to install with Anonymous Authentication when needed.
Also, within IIS > Internet Information Services (IIS) Manager, open the folder within Sites > Default Web Site >
ConcentoSuite > Deploy2Service as shown below. Click on this folder to open the Features view.
pg. 39
Within the section for IIS double-click on Authentication (highlighted above) to display the details. The proper
settings will show Anonymous Authentication Disabled while Windows Authentication will be Enabled.
Roles, and User Alias. Click on the Add icon to open a window for User Alias. Enter the Alias Name with the
Network ID and username as it is stored in the client network. Click on Save icon to complete this process.
The resulting User access will now allow for single sign on to Concento as part of the overall process.
pg. 40
Concento Parameters for Windows Authentication
Within Administer > Parameters the setting for Use Public ETL Report API will also need to be set as active. This
setting will update the URLs used to refresh and remediate reporting as well as update the notes that are setup within
SAP Data Services workflows to advise on the URLs. See the toggle for this option below –
Success!
You have now installed and configured Concento application. The system is now ready for the application teams!
pg. 41
REQUIREMENTS FOR ENRICH
• Microsoft Office product must be for Windows Server 2016 at least version 10.0.14393 Build
14393 or later (OS is Windows 10 > = version 1903), and for Mac 16.24 or later (ExcelApi 1.9)
May 2019 or newer.
There should be a check that all systems are closed during this install. User will download Manifest and then
save to the client shared server. Each user will then download the web add-in from Concento pathway –
Migrate > File Management as detailed within the wiki notes in Concento.
pg. 42