The Installation Guide walks you through a full installation of Telligent Analytics. (You can also upgrade your installation.) After performing your installation, you can consult the Administrator's Guide for system tasks, or the User's Guide for user tasks.

 

In this Article

System Requirements

Your system must meet certain minimum requirements to successfully install Telligent Analytics. This document describes the software requirements, including:

Web server requirements

Microsoft operating systems do not ship with the Web server installed by default. If this is a clean installation of the operating system, the Web server must be installed and configured first and you must install and configure Internet Information Services (IIS). Telligent Analytics supports the following operating systems:

  • Windows Server 2003 with IIS 6 installed
  • Windows Server 2008 with IIS 7 installed

For testing and demonstration purposes, you can install Telligent Analytics on Windows XP with IIS 5.1 installed or Windows Vista with IIS 6 installed.

Development framework requirements

Microsoft .NET 3.5 must be installed on the server.

Tasks service requirements

The tasks services run on any Windows desktop/server operating system capable of running .NET Framework 3.5. 

Database requirements

Telligent Analytics runs on either of the following database platforms: 

  • Microsoft SQL Server 2005
  • Microsoft SQL Server 2008

For testing and demonstration purposes, you can use any Windows operating system that runs SQL Server 2005/2008.

Set up the Web server

  1. Create a Web directory folder and copy the files there.
    1. Create a path to hold the Telligent Analytics files (e.g., D:\TelligentAnalytics\Web\).
    2. In the extracted .zip file folder, copy all of the zip file's web folder contents and paste them into the new Web directory folder, leaving the directory structure intact.
  2. Create a new application pool. (If using Windows XP for development purposes, skip this step.)

    These instructions assume you're running IIS7. If you’re using IIS6, see the Microsoft documentation.

    1. Open Internet Information Services (IIS) Manager.
    2. If required, connect to your Web server.
    3. In the Connections pane on the right, expand your Web server.
    4. Right-click Application Pools and select Add Application Pool.

    5. Specify a name for your application pool.
    6. Ensure that the .Net framework version selected is v.2.0.x.

      To ensure that your IIS instance is configured to run ASP.NET applications in Windows Server 2008, find this information under application development in Role Services.

    7. Click OK.
  3. Create the IIS application.
    1. In IIS's left pane, navigate to Internet Information Services > [computer name] > Web Sites > Default Web Site.
    2. Right-click Default Web Site, select New from the menu, then select Add Application.

    3. Do the following in the Add Application window:
      • Enter a name in the alias field (e.g., Telligent Analytics).
      • Enter the path you created in Step 1 in the Physical path field (e.g., d:\TelligentAnalytics\Web).
      • Ensure that the selected application pool is the same one you created in Step 2.
      • Click OK in Add Application window.
    4. Determine your Web site service account. This account will be needed for granting permissions in the next step and in the Database section.
      • If using Windows XP for development purposes, your service account is ASPNET.
      • If using Windows Server 2003 or Window Server 2003 R2, your service account is NETWORK SERVICE.
      • If using Windows Server 2008, Vista or higher, follow these steps to find the service account under which your Web service is running:
        1. Open IIS Manager and navigate to Application Pools.  
        2. Use the value of the identity column to determine your Web site service account:
          • LocalService - NT AUTHORITY\LOCAL SERVICE
          • LocalSystem - NT AUTHORITY\SYSTEM
          • NetworkService - NT AUTHORITY\NETWORK SERVICE
          • ApplicationPoolIdentity - IIS APPPOOL\<app pool name>
          • OTHER - runs as the specified user

    5. Grant the Web site service account read permissions to the Web site.
      1. Right-click the Telligent Analytics Web site folder and select Properties.
      2. Click the Security tab. (If you are using Windows Server 2008 and above or Windows Vista and above, click Edit.)
      3. Click Add.



      4. In the Enter the object names text box, type the name of the service account determined in Step 4 above and click Check Names. After the name resolves, click OK.

        If you are using IIS6, you will also need to grant permissions to the account IUSR_{YOURCOMPUTERNAME} for the IIS user account. The best way to find the IUSR user you need is to get to this point, then click Advanced. In the dialog window that appears, click Find Now to see all of the available accounts. Look for the account that starts with "IUSR_" and is followed by the name of your computer. If you do not see any accounts that match, you may need to change the "From this location" field to something different (e.g., from a work network to your personal computer). If you are using Windows XP, repeat this process for the ASPNET account.
      5. Ensure that the service account is selected in the top pane, and view the bottom Permissions pane to ensure that only the Read permission is granted.

      6. Click OK. (If you are using Windows Server 2008 and higher or Vista and higher OS, click OK a second time.)

    Set up the database

    1. Create a new database in SQL Server.
      1. Open SQL Server Management Studio and connect to your database server with an account that has sysadmin or dbcreator fixed server privileges.
      2. Right-click Databases and select New Database. The New Database window displays.

      3. In the Database name field, enter a name for the database. (Example: Telligent Analytics.)

      4. In the Select a Page pane on the left, select options.
      5. Make sure that Recovery Model is set to Simple.
      6. Click OK.

      We recommend you run this database in simple recovery mode because it requires less disk space.

    2. Populate the database by executing the TelligentAnalytics_Install.sql script from the \SQL\ folder of the install package.  
      1. In SQL Server Management Studio, navigate to File > Open > File. The Open File dialog window displays.
      2. Navigate to the temporary location where you unzipped the installation package and within that folder, to SQL.
      3. Double-click TelligentAnalytics_Install.sql.
      4. Select the database you created in step 1.


      5. Execute the query against the database.
    3. Create a login for Telligent Analytics to use for accessing the database.
      1. In SQL Server's Object Explorer pane on the left-hand side, expand the Security folder, then right-click Logins and select Add new login.



      2. If you want Telligent Analytics to connect to the database via Windows Authentication, select General and then specify the login name as the username of the service account user determined above.  If you want Telligent Analytics to connect to the database using SQL authentication, then specify any username in the Login name text box. Click OK.
        We recommend using Windows Authentication. If you want to use SQL authentication, make sure your SQL server supports mixed-mode authentication.
      3. Click OK.
    4. Grant the login access to the Telligent Analytics database.
      1. In the Object Explorer, expand your database, expand Security, right-click Users, and select New User.

      2. In the User name and Login name fields, enter the name of the login you created in Set up the Web Server Step 4.

      3. In the bottom (Database role membership) pane, ensure the db_owner role is  checked.
      4. Click OK.

    Connect Web site to the database

    Update connectionstrings.config in the Web site to point to your new database.

    Open the connectionstrings.config file in your Web folder, and update the HRSDB entry to point to the database you created above.
    • If using Windows Authentication to connect to the database, the connection string should look something like: 
      <add name="HRSDB"
        connectionString="server=SERVERNAME;database=DATABASENAME;Trusted_Connection=yes;" 
        />
    • If using SQL authentication, the connection string should look something like: 
      <add name="HRSDB" 
        connectionString="server=SERVERNAME;uid=USERNAME;pwd=PASSWORD;database=DATABASENAME;Trusted_Connection=no;"
        />
    • If you're using SQL Express for development purposes, the SERVERNAME in the connection string may be (local)\SQLExpress as opposed to just (local). 
      <add name="HRSDB"
        connectionString="server=(local)\SQLExpress;database=DATABASENAME;Trusted_Connection=yes;"
        />
      <add name="HRSDB"
        connectionString="server=(local)\SQLExpress;uid=USERNAME;pwd=PASSWORD;database=DATABASENAME;Trusted_Connection=yes;"
        />

    Configure Telligent Analytics Web Settings

    If you plan on using Shared Membership or Windows Authentication to authenticate against Telligent Analytics, configure these now.

    1. If not using Shared Membership or Windows Authentication, change your administrator password in the web.config file.
      1. In the folder you installed the Telligent Analytics Web site, open the web.config file.
      2. Find the line that reads 
        <user name="admin" password="1.pa$$w0rd" />
        and change the value of the password, e.g, 
        <user name="admin" password="N£w Pa$$w0rd" />
    2. Install your license.
      1. Navigate to your Web site.
      2. Click Settings on the navigation bar in the top right corner.
      3. If asked to log in, enter your credentials.
      4. Select Site Options from the administrative task list. The General Settings page displays.

      5. Scroll down to the Licenses section.
      6. Browse to the license file emailed to you by Telligent Support (license.xml)file and click Upload. You will receive a message that the installation is successful.
      7. Click OK.
    3. Create a site in the application for each community on which you want to report.
      1. From the Control Panel, click Manage Sites on the left bar.

      2. Fill out the form on this page to create a site in Telligent Analytics:
        1. Site Name - Enter a name for your site. This name will identify the site in Telligent Analytics.
        2. Site URL - Enter the actual URL for your community site. This will be used to create external links to actual content in your community.
        3. Schema Name - Enter a database Schema Name to be used to store tables and data in the Telligent Analytics database for this site. This schema may not currently be in use by any other Telligent Analytics sites. If the Schema Name you specify here does not yet exist, Telligent Analytics will create it. For your first site, we recommend community since this is the default schema defined in the preconfigured task files. 

          The Schema Name must match what is identified in the taskstrings.config file (line 15, siteSchema = "community" />). A good rule of thumb is to double-check that both places match exactly. Note: When updating the Schema Name in Telligent Analytics > Settings > Manage Sites, the label will change to read "User Schema." User Schema is the same as Schema Name.
        4. Package - To to utilize our out-of-the-box reports for Telligent Community / Enterprise, select Telligent Community/ Enterprise Reports. You can optionally create your own reports package, and utilize it by creating a site the same way. 
      3. Repeat this process for each Telligent Evolution community on which you want to report.

    Set up Web Analytics (Extended Analytics)

    Upgrade

    For those currently running 3.5. (If you're not upgrading, jump to the Install instructions below.)

    [IIS6.0 or IIS7.0 in Non-Integrated Mode]

    Remove the following element from <httpModules> section of <system.web>

    <add name="PageAnalyticsHttpModule" type="CommunityServer.ExtendedAnalytics.PageAnalyticsHttpModule, CommunityServer.ExtendedAnalytics" />

    [IIS7.0]

    Remove any of the following elements from the <modules> section in <system.webServer>:

    <remove name="PageAnalyticsHttpModule"/>
    <add name="PageAnalyticsHttpModule" preCondition="managedHandler" type="CommunityServer.ExtendedAnalytics.PageAnalyticsHttpModule, CommunityServer.ExtendedAnalytics"/></modules>

    Install

    For all users, including upgrade users:

    1. Run the ExtendedAnalytics.sql file on your Telligent Evolution database or other database if you prefer.
    2. Copy CommunityServer.ExtendedAnalytics.dll (see Assembly folder) to the [Telligent Evolution site]\bin directory.
    3. Copy the configuration file ExtendedAnalytics.config to the [Telligent Evolution site] directory (same folder as the Web.config).
      1. If you use a different database from your Telligent Evolution database to store your Web analytics, then set the "UseDefaultConnectionString" setting to 0 and set the "CustomConnectionString" setting to work with the database.
    4. Register the 'JavascriptAnalyticsHttpModule' http module in [Telligent Evolution site]\Web.config. Note: Register it after all the other modules.

      [IIS6.0 or IIS7.0 in Non-Integrated Mode]

      Add this to the <httpModules> section of <system.web>:
      <add name="JavascriptAnalyticsHttpModule" type="CommunityServer.ExtendedAnalytics.JavascriptAnalyticsHttpModule, CommunityServer.ExtendedAnalytics" />
      [IIS7.0]

      Add this to <modules> section of <system.webServer>:

      <remove name="JavascriptAnalyticsHttpModule"/>
      <add name="JavascriptAnalyticsHttpModule" type="CommunityServer.ExtendedAnalytics.JavascriptAnalyticsHttpModule, CommunityServer.ExtendedAnalytics"/>
    5. Register the 'ExtendedAnalyticsRequestHandler' http handler in [Telligent Evolution site]\Web.config.

      [IIS6.0 or IIS7.0 in Non-Integrated Mode]
      Add this to <httpHandlers> section of <system.web>:
      <add verb="GET" path="analytics.ashx" type="CommunityServer.ExtendedAnalytics.ExtendedAnalyticsRequestHandler, CommunityServer.ExtendedAnalytics"/>

      [IIS7.0]
      Add this to <handlers> in <system.webServer>:
      <remove name="ExtendedAnalyticsRequestHandler"/>
      <add name="ExtendedAnalyticsRequestHandler" verb="GET" path="analytics.ashx" type="CommunityServer.ExtendedAnalytics.ExtendedAnalyticsRequestHandler, CommunityServer.ExtendedAnalytics"/>
    6. Optional: If your Telligent Evolution site is running in a Web farm, make sure steps 3, 4, and 5 happen on all Web servers.

      If you want to check on the progress of this import (or to validate that data is being imported), see Validating installation. If data hasn't imported after a certain time, see the appropriate troubleshooting article.

      Install Tasks Service

      1. Create a Tasks Service directory and copy the files there:
        1. Create a directory to hold the Telligent Analytics Tasks site (e.g., D:\TelligentAnalytics\Tasks\).
        2. From the extracted .zip file folder, copy the contents of the Tasks folder contents and paste them into the directory created above.
      2. Update the connection strings to point to your database:
        1. Open up connectionStrings.config in a text editor (e.g., Notepad).
        2. Modify the entries as follows:
          • Community1 - this should be the connection string to your Telligent Evolution community database.
          • Community1SharedMembership - If your community uses shared membership, this should point to your shared membership database; otherwise it should be the same as your Community1 connection string.
          • Community1Reporting - This should be the connection string to your Telligent Analytics database.
          • HRSDB - This should be the connection string to your Telligent Analytics database.
        3. If you added more than one site through Settings > Manage Sites, you'll need to add entries in the connectionStrings.config for each extra site, labeling them as "Community2", "Community2SharedMembership", "Community2Reporting", etc.
      3. Update the task strings (skip this step if you only have one site):
        1. Open up taskStrings.config in a text editor (e.g., Notepad). 
          <?xml version="1.0" encoding="utf-8" ?>
          <Tasks>
            <BulkCopyRowCounter value="1" />
            <!-- DECLARE SITES -->
            <Sites>
              <!-- add additional Site entries to have Tasks 
                  Assign Connection String Aliases to Sources.
                  Aliases should reference Connection Strings
              <Site name="Community1"
                Community = "Community1"
                Membership = "Community1SharedMembership"
                Reporting = "Community1Reporting"
                WebAnalytics = "Community1WebAnalytics"
                siteSchema = "community" />
            </Sites>
        2. Add a new <Site> node in the <Sites> section for each site and set the attribute values to match those from the connectionStrings.config file.
        3. Change the SiteSchema property to match the schema entered when you created each new site through Settings > Manage Sites.
      4. Generate a Flickr Application Key and a Bing Application:
        1. if you want to use third-party sites for pulling external Buzz. In release 3.6, users are not registered to these sites by default, only to Twitter.
      5. Configure Tasks Service:
        1. Open up Telligent.Tasks.Service.exe.config.
        2. Configure Buzz:
          1. Find the <AppSettings> Element.
          2. Set the FlickrAPIKey to the value of the FlickrAPI Key you generated above.
          3. Set the LiveAppKey to the value of the Bing Application ID you generated above.
        3. Configure email:
          1. Find the <system.net> element.
          2. Update the smtpfrom address from noreply@yourdomain.com to the email address used to send outgoing mail. You may need to contact a network administrator for an appropriate outgoing email address.
          3. Modify the host attribute on the network element to be the name or IP address of your mail server.
      6. Install the service:
        1. Open a command prompt as an administrator.
        2. Execute the installService.bat file in the Tasks directory. For example, execute the following from the command line: 
          D:\TelligentAnalytics\Tasks\installService.bat
        Note that when you install the Tasks Service, if you do not run the install file from the command prompt and as administrator, you can receive an installation error stating that your security logs are inaccessible.
      7. Optionally, if you want to install the task service on a separate server:
        1. Open Windows Services (Control Panel > Services).
        2. Right-click the Telligent Task Service and select Properties.
        3. In the General tab, keep the startup type as Automatic so that the task will always restart after a reboot. Or if you are running Windows Vista/Server 2008+, change the startup type to Automatic (Delayed Start).
        4. In the Log On tab, select the Log on as setting for this account.
        5. Click Browse. In the dialog box, ensure that you have selected the correct Object Type (Built-in security principals, Users); Location (the computer/server you're accessing), and the Object name (remains the same, e.g. NETWORK SERVICE).
        6. Click OK.
      8. Start the service:
        1. Go to Start > Run, type in services.msc and press OK
        2. In the Services List, find the entry for "Telligent Analytics Task Service", right click it and select Start.

      You will not see data in your Telligent Analytics site sooner than one hour from when the task service is installed. Most likely, it will take longer.