Run the InnovatorSetup.msi File

Double click on the file InnovatorSetup.msi to start the Aras Innovator Installer.

Click Next to proceed or Cancel to exit setup.

Figure 2.

Make sure that you read the license agreement carefully before agreeing and proceeding with the install.

Figure 3.

This screen allows you to print the license agreement using a rich text editor, such as Wordpad, by clicking Print. The Next button remains disabled, until the I accept the terms in the license agreement option is selected.

1. Click Next to proceed with the installation.
2. Click Back to return to the previous screen.
3. Click Cancel to exit setup.

Ensure you have reviewed the Aras Innovator – Installation Guide and have all necessary components installed and configured on the server.

Figure 4.

• Select the following checkboxes:
• You have Administrator login access to the IIS server: You have administrative rights on the computer you are installing to and have the IIS server installed and configured.

• SQL Server is installed, and you have a login with admin privileges:

  • You have installed an MS SQL Server instance on the database server.
  • You must have SQL Server Authentication enabled.
  • You know the SQL Server login/passwords needed for installation.

• License Key issued from Aras

If you have not obtained a license key at this time, do so now.

If you do not have a license key, click the Request button associated with Request a License Key to automatically go to the license request page at https://www.aras.com/support/. A license key will be emailed to you. See section Obtaining a Framework License.

Click Download to automatically go to the documentation page at https://www.aras.com/support/

• Click Next to proceed with installation.
• Click Back to return to the previous screen.
• Click Cancel to exit setup.

This screen allows you to specify the directory to which Aras Innovator should be installed. The default directory path is C:\Program Files (x86)\Aras\Innovator. But you can click Change… to select a directory of your choice. This document assumes the default value.

Figure 5.

• Click Next to proceed with installation.
• Click Back to return to the previous screen.
• Click Cancel to exit setup.

Specify either the Complete or Custom option for installation.

Figure 6.

• Complete: This option installs Aras Innovator with all the features. If you select this option, the OAuth Server Setup screen will not appear, and you will not be able to create a custom OAuth password. A random password will be automatically generated instead.

• Custom: This option allows you to select only the feature set necessary. By default, the Custom option is selected. The default custom installation installs the Aras Innovator Server, Vault Server, Database Server, and OAuth Server, but not the Conversion Server or Agent Service. Choosing Custom enables you to configure a password for OAuth certificates.

  • Click Next to proceed with installation.
  • Click Back to return to the previous screen.
  • Click Cancel to exit setup.

If you choose Custom Setup, the following dialog appears. If you choose Complete Setup Type, go to section License Configuration and follow that procedure.

Figure 7.

1. Choose the Aras Innovator features that you want to install on your system:

   • Aras Innovator Server
   • Vault Server
   • Databases
   • Conversion Server
   • Agent Service
   • OAuth Server
2. Select/deselect the services by clicking on the appropriate service.

License Key: A Framework License key obtained from Aras Corporation. If you have not obtained a license key at this time, do so now; refer to section Obtaining a Framework License).

Figure 8.

• Click Next to proceed with installation.
• Click Back to return to the previous screen.
• Click Cancel to exit setup.

Figure 9.

Web alias - is used to create the virtual directory for the Aras Innovator Server and therefore to access Aras Innovator. To access Aras Innovator, type a URL of the form:

http://<servername>/<web_alias>

For example, if you were to select the default Web Alias InnovatorServer, then access it as:

http://<servername>/InnovatorServer

where,

<servername>is the name or IP address of the server hosting Aras Innovator (if it is installed locally, then you can refer to the server as localhost)

This screen allows you to specify the SMTP server to be used within Aras Innovator to send emails on lifecycle promotions, workflow tasks, etc.

Figure 10.

In the SMTP Server field, specify a direct URL to your SMTP Server. This allows Aras Innovator to send email directly to your SMTP Server for immediate processing.

By default, the SMTP Server value is set to queue. You should update it to point to a valid SMTP server on your network.

To configure additional settings such as deliveryMethod, SMTPServerPort, user, password, enableSsl, pickupDirectoryLocation, specify them as attributes of Mail tag in InnovatorServerConfig.xml.

<Mail SMTPServer="...” deliveryMethod="...” SMTPServerPort="...” user="...” password="...” enableSsl="true” pickupDirectoryLocation="..."/>

These settings are based on Microsoft mailing settings. For more information about smtp options see the following link:

https://docs.microsoft.com/en-us/dotnet/framework/configure-apps/file-schema/network/smtp-element-network-settings

• Click Next to proceed with installation.
• Click Back to return to the previous screen.
• Click Cancel to exit setup.

This screen allows you to choose what additional languages to install.

Figure 11.

• English – By default, the en-US locale is installed with the English language.
• Japanese – Selecting this option installs the ja-JP locale with the Japanese language.
• German – Selecting this option installs the ger-deu locale with the English language.

• French – Selecting this option installs the fr-fre locale with the French language.

  • Click Next to proceed with installation.
  • Click Back to return to the previous screen.
  • Click Cancel to exit setup.

When you select the OAuth Server, the following screen appears prompting you to specify the Password for OAuth Certificates.

Figure 12.

• Password for OAuth Certificates – Enter the password to protect the private keys of certificates. The password can only contain alphanumerical symbols (a-z, A-Z, 0-9) and any of the standard printable ASCII characters (:_#$%&<> and others). The password cannot contain spaces. Click Next.

This screen enables you to specify the Vault Name, the Application Server URL, and the local path for files for the Vault Server which is used with the Aras Innovator Server.

Figure 13.

• Vault Name - The Vault instance to be installed. All new instances of Aras Innovator must contain one vault named ‘Default’. Alternate or additional vaults may be configured separately after the initial installation.

• Application Server URL - Since Vault Server is not a standalone application and is useful only along with the Aras Innovator Server, this field allows you to specify the Application Server URL for the instance of Aras Innovator you are going to use with this Vault Server. The Application Server URL is of the following format:

  http://<servername>/<web_alias>/Server/InnovatorServer.aspx

  where:

  <servername>
  is the name of the server where the Aras Innovator Server is running. For example, if it is running on the local machine, the server is localhost
<web_alias>
  is the name of the Aras Innovator Server Virtual Directory and consequently the name that is used to access the Aras Innovator Server. This is the same Web Alias that you specified earlier in section Server Web Alias Setup. A best practice is for a standard install is http://localhost/$[HTTP_PATH_SERVER]/Server/innovatorserver.aspx

• Local Path for Files - the full local path to the directory on this machine where you would like the files to be stored. This folder should be in a location where there is sufficient disk space to accommodate the files you expect users to check into the system and should also be in a location where the files will not be deleted by processes other than the Vault Server, as these files are being managed by Aras Innovator.
  
  • A best practice to select a folder with a known label that will not be deleted in a location with adequate disk space.
  • The installer defaults to the local drive with the most available disk space and recommend the \Aras\Vault folder. (Example: C:\Aras\Vault)
  • Click Next to proceed with installation.
  • Click Back to return to the previous screen.
  • Click Cancel to exit setup.

This tier of the installation is disabled by default. It is necessary to install the Agent Service if you plan to use Vault Replication or the Conversion Server.

If you are not installing the Agent Service at the same time as the Aras Innovator Server, skip to section Configure Database. For more information on installing the Agent Service after the installation of Aras Innovator Server, refer to section Installing the Agent Service.

When you select the Agent Service the following screen appears. Enter the host name, port, and alias for the Agent Service as shown in Figure 14.

Figure 14.

• Specify the host name and port number as follows:

  <ServerName>:<PortNumber>.

  Note

  Note: The Agent Service can only be installed on a free port.
  • Specify the Agent Service alias. The Agent Service alias is a unique identifier for the Windows service name. The full name is ArasInnovatorAgent_<Alias>, the displayed name is Aras Innovator Agent (<Alias>).

• Click Next to proceed with installation.
• Click Back to return to the previous screen.
• Click Cancel to exit setup.

Figure 15.

• Application Server URL - since the Agent Service is not a standalone application and is useful only along with the Aras Innovator Server, this field allows you to specify the Application Server URL for the instance of Aras Innovator you are going to use with this Agent Service. The Application Server URL uses the following format:

  http://<servername>/<web_alias>/Server/InnovatorServer.aspx

  Where:

  • <servername> is the name of the server where the Aras Innovator Server is running. For example, if it is running on the local machine, this is localhost.
  • <web_alias> is the name of the Aras Innovator Server Virtual Directory. This is the same Web Alias as specified in the section Server Web Alias Setup.

• Click Next to proceed with installation.
• Click Back to return to the previous screen.
• Click Cancel to exit setup.

This tier of the installation is disabled by default as Conversion Servers are typically installed on a separate server in production. For more information, refer to section Installing Separate Conversion Server.

If you are not installing a Conversion Server on the same Server as the Aras Innovator Server, skip to section Configure Database.

This screen allows you to specify the Conversion Server Name and the Application Server URL for the Aras Innovator Server.

Figure 16.

• Conversion Server Name - The Conversion Server instance to be installed. If the Aras Innovator Server is being installed as well, this field is disabled. This is the name of the application installed in IIS. Additional Conversion Servers may be configured separately after the initial installation.

• Application Server URL - since Conversion Server is not a standalone application and is useful only along with the Aras Innovator Server, this field allows you to specify the Application Server URL for the instance of Aras Innovator you are going to use with this Conversion Server. The Application Server URL is of the following format:

  http://<servername>/<web_alias>/Server/InnovatorServer.aspx

  Where:

  • <servername> is the name of the server where the Aras Innovator Server is running. For example, if running on the local machine, this is localhost
  • <web_alias> is the name of the Aras Innovator Server Virtual Directory. This is the same Web Alias as specified in the section Server Web Alias Setup.
• Click Next to proceed with installation.

This screen allows you to set up one or more Aras Innovator databases. You must have SQL Server Authentication enabled on your Microsoft SQL Server instance to install and run Aras Innovator.

Figure 17.

• Database Server – This refers to the SQL Server instance you wish to install to. By default, this is set to the first available SQL Server instance on the local machine but can be set to any valid SQL Server Registration instance. To set this value, simply key in the name of a known instance or select ‘Browse…’ to see what SQL Server registrations the installer recognizes as available.
• Configuration Options – This is the method by which you choose to install the Aras Innovator database. Each option is explained separately in the following sub-sections.

Create a new database
Populate an existing database
Use an existing database
Configure only (no validations)

This option is used to create a new database. This is the most common configuration for new installations of Aras Innovator.

Figure 18.

• DBA Login Options – In order to install a database, we must first connect to the database server. There are two methods of establishing a connection to the database server.

  Windows Authentication – Connect to SQL server as the current logged in user.

  SQL Server Authentication – Connect as the SQL Server Administrator
  

  • Login ID – the login of the DBA with permissions to create new databases. Check with your system’s DBA what this parameter should be.
  • Password – the password for the login used to create the database. Again, check with your system’s DBA what this parameter should be.

  You need to click ‘Connect…’ once the login details are provided. This allows the installer to confirm connection to the SQL Server instance before proceeding further.
  

• Database Login Options – Create a new database also creates the Aras Innovator database user and the SQL Server login defined in this section of the Configure Database screen with privileges as a database owner of the database created. The Aras Innovator database user will be associated with the SQL server login defined in the “DB owner login field.” The Aras Innovator database user must be the database owner in MS SQL Server and does NOT use the SA login to log into the database. (See also section Database Owner Configuration).

  • DB owner login - This is the login that is used by the innovator database user. The installer maps this login to the innovator database user after the innovator database user is created. The installer creates the innovator database user with rights as a database owner. This user has elevated permissions for certain security-related functions. Do not use the SA login.
  • The Create a new database option creates the innovator_regular database user with regular (limited) privileges. The innovator_regular database user is associated with the SQL server login defined in the “DB client login” field. The innovator_regular database user does NOT use the SA login.
  • DB client login - This is the login that is used by the innovator_regular database user. The installer maps this login to the innovator_regular database user after the innovator_regular database user is created. This user has limited (regular) permissions for security reasons. By default, all regular database requests from Aras Innovator are executed on behalf of the innovator_regular database user. Do not use the SA login. Do not use the DB owner login that you used previously.
  • Password - You need to specify the passwords for the corresponding DB owner and DB client logins.

• Database Options – The name and type of database to be installed.

  • Database Template - Select either Innovator Solutions or Innovator Core as the template to be used for the creation of the new database. The Innovator Core database contains only the core data structures of Aras Innovator. The Innovator Solutions database includes the core components plus additional data elements for the Program Management and Product Engineering solutions.
  • Database Name - Specify the name you wish your new Aras Innovator SQL Server database to be called or accept the default name provided.

  When all fields are complete, click Configure Database to install the database.

This option is used to populate an existing empty database with the required data and to add this data base to the Aras Innovator configuration file to be used with this installation of Aras Innovator. You must know the user logins mapped to both the innovator database user and the innovator_regular database user. Two logins for two users are required to use this option.

Figure 19.

• Database Login Options – DB owner login is associated with the innovator database user and must be the database owner in MS SQL Server but does NOT use the super admin (SA) login to log into the database. DB client login is the login associated with the innovator_regular database user (do NOT use either the SA login or the DB owner login). See also section Database Owner Configuration.

  • DB owner login - This is the login that is used by the innovator database user. This user has elevated permissions for certain security-related functions.

  • DB client login - This is the login that is used by the innovator_regular database user. This user should NOT be the database owner. Do not use the SA login. Do not use the DB owner login that you used previously.

    Note

    Do not use the SA login.

  • Password - You need to specify the passwords for the corresponding DB owner and DB client logins. You need to click Connect… once the login options have been filled out. This allows the installer to confirm connection to the SQL Server instance before proceeding.

• Database Options – The name and type of database to be installed.

  • Database Template - Select either Innovator Solutions or Innovator Core as the template to be used for the creation of the new database. The Innovator Core database contains only the core data structures of Aras Innovator. The Innovator Solutions database includes the core components plus additional data elements for the Program Management, Product Engineering and Quality Planning solutions.
  • Database Name - Specify the name of the database you are installing to. This value may be keyed in or click Browse… to see what SQL Server registrations the installer recognizes as available.

When all fields are complete, click Configure Database to install the database.

This option is meant to add an existing Aras Innovator database to the configuration file used with the newly installed Aras Innovator. The database must be compliant with the version of Aras Innovator being installed; meaning that the data it is populated with must be compliant with the current version of Aras Innovator. Also, you must know the user login mapped to the innovator database user and the SQL server login mapped to the innovator_regular database user.

Figure 20.

• Database Login Options – This is the DB owner login associated with the innovator database user and must be the database owner in MS SQL Server but does NOT use the SA login to log into the database. The DB client login is associated with the innovator_regular database user (do NOT use either the SA or the DB owner login). See section Database Users Configuration .

  • DB owner login - This is the login that is used by the innovator database user. This user has elevated permissions for certain security-related functions.
  • DB client login - This is the login that is used by the innovator_regular database user. This user has limited (regular) permissions for security reasons. Do not use the SA login. Do not use the DB owner login that you used previously.
  • Password - You need to specify the passwords for the corresponding DB owner and DB client logins.

• Database Options – The name and type of database to be installed.

  • Database Name - Specify the name of the database you are installing to. This value may be keyed in or click Browse… to see what SQL Server registrations the installer recognizes as available.

When all fields are complete, click Configure Database to install the database.

This option is meant to add an existing Aras Innovator database to the configuration file used with the newly installed Aras Innovator. The database must be compliant with the version of Aras Innovator being installed; meaning that the data it is populated with must be compliant with the current version of Aras Innovator. Also, you must know the user login mapped to the innovator database user as well as the SQL server login mapped to the innovator_regular database user. The difference between this option and Use an existing database option is that the login does not validate the login credentials against the database. This option is mainly provided for development purposes.

Figure 21.

• DB owner login – This is the login associated with the innovator database user and must be the database owner in MS SQL Server but does NOT use the SA login to log into the database. The DB Client login is the login associated with the innovator_regular user (do NOT use the SA login). See also section Database Owner Configuration.

  • DB owner login - This is the login that is used by the innovator database user. This user has elevated permissions for certain security-related functions.

  • DB client login - This is the login that is used by the innovator_regular database user. The user has limited (regular) permissions for security reasons.

    Note

    Do not use the SA login.

  • Password - You need to specify the passwords for the corresponding DB owner and DB client logins.

• Database Options – The name and type of the database to be installed.

  • Database Name - Specify the name of the database you are installing to. This value may be keyed in or select Browse… to see what SQL Server registrations the installer recognizes as available.

When all fields are complete, click Configure Database to install the database.

This screen is displayed next, whether you chose Custom or Complete Install. Click Install to start the installation of the features.

Figure 22.

If User Access Control (UAC) is enabled on the Server, you are prompted to grant higher permissions. Click Yes.

Figure 23.

• Click Back to return to the previous screen.
• Click Cancel to exit setup.

This screen shows the installation status.

Click Cancel to exit setup.

Figure 24.

Figure 25 shows the last installation wizard screen.

Figure 25.

The Go buttons open up a web browser to the Aras web page.

https://www.aras.com/support/ – Location for downloads, documentation, and other Aras Innovator support information.

http://www.aras.com/community – Location of forums and blogs relating to usage, best practices, and overall enhancement of the Aras Innovator experience.

Click Finish to complete the installation process and close the installer.