Install ControlSuite on multiple nodes

The following section provides the steps needed to install ControlSuite on multiple server nodes. This example describes multinode setup with AutoStore and Output Manager. Prerequisite: an operational server node with AutoStore and Output Manager installed.

To install ControlSuite on multiple nodes, do the following:

  1. Start the ControlSuite Installation Assistant on the server machine that will serve as your first node.
  2. Click Get Started on the Welcome page.
  3. A Questionnaire page opens asking Do you want to check for updated Install Assistant files? Select Yes or No and then click Next to continue.
    If "Yes" is selected, any updated Install Assistant configuration files will be downloaded from the software download server. The files that require updating are not overwritten, and the system creates a backup file with a .bak extension for the older files. Once any updated files are downloaded, click OK on the popup message to continue with the installation.
    Select "No" to continue with the installation without checking for updates.
  4. When asked Do you want to create an offline installer package? select Yes or No and then click Next to continue.
    If "Yes" is selected, a Summary page opens with Offline installer package location field and the package name. Click Next to continue. The Install Assistant will download all ControlSuite component installers and create an offline installer package, but will not install ControlSuite. The Results page opens displaying that the offline installer package was successfully created. Click Finish to continue. See Create an offline installation package for details.
    If "No" is selected, the installation process continues.
  5. When asked ControlSuite is already installed on this system. Would you like to uninstall ControlSuite? Select No if you plan to upgrade. select Yes or No and then click Next to continue.
    If "Yes" is selected, all ControlSuite components are uninstalled and removed from the server. Click Yes on the popup message to uninstall ControlSuite and to continue with the installation.
    Select "No" to continue with the installation without uninstalling ControlSuite.
    This option only removes the ControlSuite components. Go to Uninstall ControlSuite to uninstall the components and remove configuration data from a previous installation.
  6. When asked Do you want to use the Install Assistant Wizard or manually configure the server? select Manually Configure and click Next.
  7. An Advanced page opens displaying the available installable ControlSuite components. Select Security Framework and click Next to continue.
  8. Click Next in the Summary page.
  9. A Prerequisites page opens displaying the status of the system requirements needed to install and run the selected components.
    It is recommended that requirements relevant for your installation show a green checkmark.
  10. The Results page opens displaying that the installation was successful. Select the Open Configuration Assistant option and click Finish to continue.
  11. Click Next on the Certificate Management page. The Binding Ports window opens updating the IIS certificates. If successful, there should be a green check-mark beside each item. Close the Binding Ports window when done.
  12. A Core Services page opens showing the Distributed Database Service. Click Next.
  13. An Authentication and Security page opens. Create Security Admin User credentials for the security admin to have access to configure ControlSuite security registrations. Enter the Security Admin Credentials Username and Password.
    The Username must be in the form of domain\username. However, the domain is only utilized for ControlSuite, and is not associated with any AD Domain.
  14. Specify a Datacenter name. Click Apply, and then click Next to continue.
  15. The Initializing Security Framework window opens showing progress. Close the window when done.
    You have successfully set up and configured the first node.
  16. Repeat the above steps for the next node until the point when you have the Authentication and Security page open in the Configuration Assistant.
  17. Select the checkbox Connect to an existing server. In the Host Address field type the name of the first node server. Specify a Port.
  18. Type in the Security Admin User credentials you created previously and click Login. A green checkmark is shown next to the Login button on successful login.
  19. Specify a Datacenter name. Click Apply, and then click Next to continue.
  20. The Initializing Security Framework window opens showing progress. Close the window when done.
    You have successfully set up and configured the second node.
  21. Start the Configuration Assistant On the machine where you previously installed AutoStore and Output Manager. Navigate to the Authorization and Security page to connect to the first node.
  22. In the Host Address field type the name of the first node server. Specify a Port.
  23. Type in the Security Admin User credentials you created previously and click Login. A green checkmark is shown next to the Login button on successful login.
  24. From the Datacenter list choose the datacenter name corresponding to the first node. Click Apply, and then click Next to continue.
  25. The Initializing Security Framework window opens showing progress. Close the window when done. Click Next.
  26. A ControlSuite Enrollment page is shown. Select all components and choose Enroll.
  27. The Enrolling Progress window opens showing progress. Close the window when done. Click Next.
  28. A Services page is shown. Select the Service Name checkbox above the list and choose the Start option next to For selected service(s):. Click Next.
  29. A Licensing page opens. Ensure that License server location points to the server that manages your licenses. Click Next.
  30. An AutoStore Licensing page opens. Verify your licensing preferences. Click Next.
  31. Ensure that the System Administrators page shows the current user inserted under the Output Manager database. Click Next.
  32. A Launch Applications page is shown. Select what to start.
    AutoStore:
    • Process Designer
    Output Manager:
    • Console
    • Server Manager