Install Smart Analytics servers on Windows

Quick installation deploys the minimum required components to perform Smart Analytics on Service Manager internal data only. It sets default configurations, and no extra data source connectors are installed.

To perform quick installation for Smart Analytics on Windows, continue with these steps:

1. Select Quick Install as the installation type, and then click Next.

2. Enter the IP address of your Service Manager Server and select the IP address of your local machine from the drop-down list.

   You need to specify the IP addresses (or host names) of the Service Manager servers that are permitted to send administrative and query actions to the Smart Analytics servers. Use commas to separate multiple addresses (do not use a space before or after a comma).

   Note Please use a valid FQDN or IP address for the server address. Do not use the localhost or 127.0.0.1.

3. Enter the IP address, and the IPv6 address of the machines on which you have installed or will install any content server on a different machine. Use commas to separate multiple addresses (do not use a space before or after a comma).

   Note IPv6 address is required here even if it is not used in Smart Analytics configuration. This is because internal components may communicate through IPv6 addresses.

   Tip To get the IPv6 address of the local machine that the client server is installed on. Type ipconfig in the Windows command window and click Enter. Get the IPv6 address value of the working network for Smart Analytics.

4. Follow the configuration steps to configure the Smart Analytics server, Smart Search proxy server, the image server, and the CFS server. Click Next after each step of the configuration.

5. Check the pre-installation summary, and then click Install. If you want to change your configuration, click Previous.

6. Wait for the installation to complete. If you want to start the services, select the corresponding option, and then click Next.

7. If you want to import the out-of-box data, select the corresponding option, and then click Next.

   Note Importing the out-of-box data will erase the previous data for Hot Topic Analytics.

   You can also import the out-of-box data at any time after the installation, by running the <Smart Analytics Installation>/OOBData/oobdata.cmd file.

8. Wait for the service to start, and then click Done.

   Note Wait for a few minutes until all the Smart Analytics components are started.

To perform advanced installation for Smart Analytics on Windows, continue with these steps:

1. Select Advanced Install as the installation type, and then click Next. For the advanced installation, you can choose installation template from different scenarios.

2. Enter the IP address of your Service Manager Server and select the IP address of your local machine from the drop-down list.

   You need to specify the IP addresses (or host names) of the Service Manager servers that are permitted to send administrative and query actions to the Smart Analytics servers. Use commas to separate multiple addresses (do not use a space before or after a comma).

   Note Please use a valid FQDN or IP address for the server address. Do not use the localhost or 127.0.0.1.

3. Choose an installation template, and then click Next. To customize your installation, select the Customize template to choose from the available components.

   Service Manager provides five out-of-box installation templates.

   Installation template	Components included	Description
   Basic	Proxy server components (including DIH, DAH, community, category, agentstore, view, and one second-level DIH and DAH) Image server CFS server	Deploys the minimum required components to perform Smart Alalytics on Service Manager internal data only. No extra data source connectors are installed.
   All in one	Proxy server components (including DIH, DAH, community, category, agentstore, view, and one second-level DIH and DAH) Image server CFS server OMNI group server SharePoint connector HTTP connector File system connector	Deploys all components in one physical machine. In this way, you can use the full Smart Analytics functionality without a large volume of data.
   Distributed IDOL content server	Content server	Add more content stores to handle more data
   Distributed image server	Image server Image proxy server	By default, one image server is included in the basic installation to handle OCR process. If there are too many image processing requests, you can deploy a distributed image server.
   Customize	No pre-set component	Install any component based on your customized requirements.

4. When you install the Smart Analytics main server:

   Enter the IP address, and the IPv6 address of the machines on which you have installed or will install any content servers. Use commas to separate multiple addresses (do not use a space before or after a comma).

   Note IPv6 address is required here even if it is not used in Smart Analytics configuration. This is because internal components may communicate through IPv6 addresses.

   Tip To get the IPv6 address of the local machine that the client server is installed on. Type ipconfig in the Windows command window and click Enter. Get the IPv6 address value of the working network for Smart Analytics.

   When you install a Smart Analytics content server:

   Enter the IP address, and the IPv6 address of the machine on which you have installed or will install Smart Analytics main server.

5. Follow the configuration steps to configure the servers and connectors you selected. Click Next after each configuration step.

   Some useful information for configuration:

   • Configure Smart Search Proxy Server > Replicas : Specifies the number of identical copies of each document to index. This is configured in the level2proxy\AutonomyIDOLServer.cfg file.

     The default value is set to 0, which means that there is only one copy of each document for Smart Search. If you set the number as 1, it means that there will be two mirrored copies of the document in your Smart Search content servers.

     In consistent hashing mode, content is distributed between virtual nodes, which the DIH assigns to its child servers. When you configure replicas, DIH copies the documents in a particular virtual node to two or more child servers. This method ensures there are two mirrored copies of the document in your system without you having to set up specifically mirrored child servers

     Note The number of copies (that is, the value of Replicas plus one) must be no more than the number of child servers. If you create more copies than there are child servers, DIH does not start.

   • Configure SharePoint Connector > SharePoint URL Type:

     • To retrieve all content databases and site collections, set the value of this parameter to WebApplication. Set the value of the SharepointUrl parameter to the URL of the web application. You cannot use this value with SharePoint Online.
     • To retrieve only one site collection, set the value of this parameter to SiteCollection. Set the value of the SharepointUrl parameter as the URL of the site collection.

   • Configure LDAP Repository (for OMNI Group server):

     • LDAP User Base: the base DN or top level of the directory tree you want to search for users. This indicates where in the LDAP directory tree you want to begin the search.
     • LDAPGroupBase: the base DN or top level of the directory tree you want to search for groups. This indicates where in the LDAP directory tree you want to begin the search.
     • (Optional) UserFilter: the query you want to use to retrieve the set of users you want to store in the group server. For example, UserFilter=(objectClass=user).
     • (Optional) GroupFilter: you can use GroupFilter to set the filter that is passed to the LDAP server to request a list of groups. For example, GroupFilter=(objectClass=hpGroup).
6. Check the pre-installation summary, and then click Install. If you want to change your configuration, click Previous.

7. Wait for the installation to complete. If you want to start the services, select the corresponding option, and then click Next.

   Note HPE recommends you to start the services manually after you configure the .cfg files for each connector.

8. If you want to import the out-of-box data, select the corresponding option, and then click Next.

   • Importing the out-of-box data will erase the previous data for Hot Topic Analytics.
   • You can also import the out-of-box data at any time after the installation, by running the <Smart Analytics Installation>/OOBData/oobdata.cmd file.

9. Wait for the service to start, and then click Done.

   • Wait for a few minutes until all the Smart Analytics components are started.

   • Make sure that all the required components are started. If not, you must start the corresponding component manually.