Important Note: This article is not
meant to replace the install instructions; rather provide a Contoso example of
what this process looks like after reading the install KB to help inspire what
you may need to plan for as each environment will have different requirements.
These steps are written for Cireson Portal v5 and SCSM 2012 R2, instruction may
change with any future product releases.
I will break this down
to the below three different discussion posts
Portal
Deployment Example Part 3 - Theming the Portal with the Contoso Corporate
Brand
Installing
Cireson Portal v5.0 on SCSM-Portal
Navigate to https://support.cireson.com/software
on SCSM-Portal find Cireson Portal v5.0
and click Install, for installing on
a server without internet access see KB20.
Select Let’s get started!
Select Install All Components. Select the default
Language and any Date / Time formats (I’m based out of New Zealand so I will
want the proper date format
) click next.
Enter the Database, Website and Email settings as per the
requirements. Note password validation is done on this step so make sure
triangle has gone before continuing. Click next.
Summary of these settings:
Application Title - this is the
value that will be displayed and in the upper left of the header. Contoso will
name this Contoso Self Service
Service Manager
Management Server Name – Contoso will use Windows
Authentication for SSO, so the management server name must be localhost.
If you are using Forms Authentication and the management server is also
installed on the computer where you are installing the Cireson Portal web site
then enter 'localhost'.
Application Pool
Identity – Contoso\\SCSM PortalAP as created from part 1, account
is already a local administrator and SCSM administrator.
Application Pool
Identity Password - Password for the Application Pool Identity. In some
cases the installer may not be able to verify the credentials provided and will
show a warning. If you are certain that you have entered the correct
credentials, you may proceed.
Notification
Template Prefix - this setting is used to filter out the list of notification
templates which should be shown on the Send Email dialog in the Cireson Portal.
Only those notification templates which have a display name that starts with
the specified prefix value will be shown. Templates for the portal will be
created in the future by Contoso matching this default naming convention
prefix.
Return Email
Address - this is the email address that will be set as the return
email address of any email sent via the Cireson Portal.
SMTP Server Name - the name of the
SMTP server to connect to when sending email.
SMTP Server Port - the port number
to be used.
Enter the Cachebuilder settings prepared earlier and click next.
Summary of these settings from install guide:
Service Account - this is the account
that the Cireson Cache Builder Windows service will run as. Enter the name in
the format domain\\username.
A domain account must be used. The domain account must be a local admin and a dbo on the ServiceManager database.
Service Account
Password - the password for
the Service Account.
Analyst Group Name - the name of the
Group in AD which contains all of the analysts. This group must be in the same
domain as the Service Account user. Enter just the group name. It is not necessary
to specify the domain name.
Knowledge Base
Managers Group Name - the name of the Group in AD which contains all of the
knowledge base managers. Same requirements as the Analysts group.
Asset Management Group
Name - the name of the
Group in AD which contains all of the asset managers. Same requirements as the
Analysts group. The members of this group will see the out of the box
asset management views and will be able to create new asset management objects
on the New menu.
Service Manager
Management Server Name - the name of the SCSM management server you want the cache
builder to connect to. This should always be 'localhost' because the
Cireson Cache Builder must always be installed on a server that also is hosting
a System Center Service Manager management server.
SCSM Database Server
Name - the name of the
database server where the Service Manager database is. The Cache Builder
connects directly to the ServiceManager database to get some data out.
SCSM Database Name - the name of the
ServiceManager database.
(Advanced)
Configuration Item Classes - a comma separated list of CI class names if you want to limit
the classes of CI objects that are sync'd into the cache.
Read through the full license agreement like you always do on an
installer and click install and get ready to love your life!
All going well you should see a screen free from errors and be
ready to move onto upgrade for the next server. If you do see an error correct
the errors (usually permission related) re-run the above. If install still
fails Cireson’s amazing global support team are always available to help.
Post
Install Configuration
1) License the portal with Product
Key
From the installer click Launch Cireson Portal or navigate to localhost on the portal server’s web
browser.
Enter the Product Key provided by Cireson and click Save
Please review KB1180 for
more information on licensing the cireson portal and for troubleshooting tips, after install the cachebuilder must complete a
full cycle to generate your unique environment hash to be able to check-in your
product key with the licensing server.
2) Configure Portal Group Mappings
The Team Work view allows for analysts to see
all the work items within their assigned support group, however the support
group value must be linked with an AD group so the portal knows which team has
which analysts as members.
Open the SCSM console and navigate to Administration -> Settings
-> Cireson – Portal Group Mapping
Settings
Add AD group for each list
value: HR, Infrastructure, Service Desk
3) Import the Advanced Request Offering Management Pack
Installing the Cireson Portal
will not automatically install the Advance Request Offering management pack.
This is intended to be an additional step as installing the Advance Request
Offering management pack will update ALL of your Incident and Service
Request Last Modified dates for each work item in the ServiceManager CMDB. On
large data sets this can and will result in performance issues while
Service Manager processes the changes across the affected work items. This is a
core Service Manager function (limitation) and therefore nothing we can do
to alleviate or remedy these effects. Please test the
impacts of this management pack prior to deploying into your production
environment to ensure your production system can process the changes without
impacting the usability of your production system until they have
completed.
But as this is a new install of
SCSM Contoso can proceed with the import
After installing the portal, you can locate the Advance Request
Offering mpb in the ManagementPacks directory within the Cireson install
directory and import from the console. eg C:\\Inetpub\\CiresonPortal\\ManagementPacks
(if you kept the default settings).
