Installing the InfoDelivery Service

1. Download install_ version.exe to the InfoDelivery server, and then double-click the executable to launch the installation wizard. Do not extract the file to a folder structure that contains spaces.
2. On the Choose Install Folder page, enter the installation path or click Choose to select the installation path.
3. On the Before We Begin page, select Yes or No for the questions shown to help the installation wizard understand your installation environment. The selections do not affect whether or not the wizard installs the selected modules, but the selections allow you to enter database connection information for the selected modules.
   1. For Would you like to install or upgrade a database with this installation for either myMicros or iCare?, select No.
   2. For Will different features connect to the myMicros Database using different database IP Addresses, select Yes if you expect to use more than one IP/SID to connect to the Enterprise Back Office database. For example, select Yes in an Oracle Real Application Cluster (RAC) environment that does not use a virtual IP and when features such as Remote Transfer Agent connect to a different node. If you select No, you can still modify the connection strings, but you cannot view individual database information screens by feature.
4. On the Use existing Portal configuration page:
   1. If you are performing a new installation or you want to install with a clean set of configurations, select No to install and configure a new installation set.
   2. If you are performing an upgrade and want to keep old settings, select Yes to use existing configurations. You can then select whether to configure the feature set on the Additional Features page.
5. On the Choose Install Set page, select infoDelivery.
6. On the Choose Backup Path page, enter a folder path or click Choose and select a folder path for storing a backup of the existing installation.

   The wizard creates and names folders using incremental numbers. For example, RTA_1, RTA_2, and RTA. The latest backup folder does not have an appended number, and the wizard only stores up to three backup copies.

7. On the Repository Database Information page, configure the connection to the Business Intelligence Repository database (BiRepos):

   Oracle Database

   Microsoft SQL Server

   In the Database Type section, select Oracle, and then enter the database network port and SID. Enter the login credentials to the Business Intelligence Repository database. Enter the login credentials to the Quartz Job Scheduler database. Enter the hostname of the Business Intelligence Repository database server. The information is typically filled by the installation wizard. Enter the externally-facing address for access to Enterprise Back Office. This is typically the published URL for Reporting and Analytics.

   In the Database Type section, select SQL Server, and then enter the database network port. Enter the login credentials to the Business Intelligence Repository database. Enter the login credentials to the Quartz Job Scheduler database. Enter the hostname of the Business Intelligence Repository database server. The information is typically filled by the installation wizard. Enter the externally-facing address for access to Enterprise Back Office. This is typically the published URL for Reporting and Analytics.

8. On the InfoDelivery Configuration page, enter the credentials to the CE database.
9. On the InfoDelivery Mail Server page, enter the address of the mail server, and then set the port to 25.
10. On the Portal/InfoDelivery Settings - Font page, configure the Report Mail font settings as described in the following table:

    Table 9-5 Report Mail Font Configurations

    Field	Description
    Enable User Font	Select whether to allow using custom fonts when rendering PDFs.
    Path to user font	Enter the path to a font, or click Choose and navigate to a font, to set the font used when rendering PDFs.
    Limit detail query days	Enter a date limit for executing audit/analysis detail queries. The Organization configuration can override this setting.
    Limit summary query days	Enter a date limit for executing audit/analysis summary queries. The Organization configuration can override this setting.
    New Line Style for InfoDelivery CSV format	Select whether to use Windows, Unicode, or HTML line styling when formatting Report Mail items in CSV.
    Load reports by market segment	Select whether to load reports dynamically by appending the organization or role market segment to the template name.

11. On the InfoDelivery Configuration page, enter the infoDelivery email login credentials for sending and receiving emails.
12. On the InfoDelivery page, leave the Pentaho Solutions Directory blank.
13. On the Review page, select your preferred review type:

    • Normal: Review the install folder, features, and disk space requirements.

    • Advanced: Review and edit individual variables in the installation files, then review the install folder, features, and disk space requirements.

14. Review the log files for errors. The installation wizard writes logs to the C:\temp\ folder during installation, and to the installation path after completing installation.