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Installation Guide

Release 2018

Profitstar Web Services for Optimizer

Profitstar Web Services for Optimizer Installation Guide Last Revised 5/4/2018

i © 1999-2018 Jack Henry & Associates, Inc. Release 2018

Summary ............................................................................................................ 1 Prerequisites ....................................................................................................... 1

Internet Information Services ................................................................... 1 .NET Framework 4.5 ............................................................................... 1

Other Considerations .......................................................................................... 2 Profitstar Web Services for Optimizer Installation................................................ 3

Select Web Site ....................................................................................... 4 Install Profitstar Web Services for Optimizer ............................................ 5 Finish ...................................................................................................... 6

Appendix A – Configuration and Publishing Issues ............................................. 7 The Configuration.xml File ....................................................................... 7 The Published Database ......................................................................... 9

Appendix B – Related Links ...............................................................................10


1 © 1999-2018 Jack Henry & Associates, Inc. Release 2018

Summary

These instructions will walk you through the 2018 “Installation Wizard” for Profitstar

Web Services—a component provided for clients running ProfitStars’ Optimizer product.

Profitstar Web Services allows Optimizer users to view PROFITstar® and PROFITability®

data.

With the assistance of the Installation Wizard, the installation of these products is a

straightforward process. Remember that for all types of installations, the person actually

installing the software must have “Administrator” rights.

Note: Following the successful initial installation of Profitstar Web Services for

Optimizer, the Optimizer functionality will still need to be activated within PROFITstar.

Your Client Services Analyst can help you perform this action.

Prerequisites

Internet Information Services

The server must also be running Microsoft’s Internet Information Services (IIS). The

following versions are supported:

IIS 7.0 or later (Windows Server® 2008 R2, or later)

Additionally, the following IIS features must be enabled:

.NET Extensibility

ASP.NET 4.5

IIS Metabase and IIS 6 configuration compatibility

Static Content

Profitstar Web Services does not support any versions of Windows desktop operating

systems or Windows Server 2008 (and prior), since these systems run earlier versions of

IIS.

.NET Framework 4.5

Finally, Profitstar Web Services also requires .NET Framework 4.5 features for Windows

Communication Foundation (WCF) support.

If .NET Framework, version 4.5, files are not detected on a machine being targeted by

the installation, the program will attempt to download the necessary files from

Microsoft’s website.

If any of the server or client machines do not allow a connection to the Internet, the

.NET Framework files will need to be downloaded on another PC and then manually

installed on the appropriate machine.

The .NET Framework files are available on the Microsoft website and can be downloaded

from the following URL:

http://www.microsoft.com/en-us/download/details.aspx?id=30653

http://www.microsoft.com/en-us/download/details.aspx?id=30653



Other Considerations

The Profitstar Web Services web application may be installed on the same server that

is running the Profitstar Server service, or on a separate server.

While the Profitstar Web Services component must be kept in sync with the current

Profitstar Server version, the Profitstar Web Services for Optimizer installation may

be run before or after the Profitstar Server installation.

Manual changes to the Configuration.xml file may be required. This file is installed

on the Windows server where the Profitstar Service resides. The default path to this

file is:

C:\ProgramData\Profitstar\DataTier\Configuration.xml

See Appendix A for more information.



Profitstar Web Services for Optimizer Installation

When you download the 2018.xx ProfitstarWebServices.exe file from JHA

Downloads, make sure that you install the file that matches the version of PROFITstar

that you are currently running.

Click Next to progress through the Installation Wizard screens.

When the Next button is pressed, installation will verify that your system meets the

software prerequisites mentioned earlier. If a prerequisite is not met, an error message

is displayed and the installer will not permit you to proceed.

If necessary, IIS can be installed (or upgraded) using the standard Windows

mechanisms for the machine’s operating system.



Select Web Site

If the computer on which the Profitstar Web Services for Optimizer installation is run

meets all of the installation prerequisites, the next screen displayed offers the

opportunity to choose which IIS Web Site should be used.

Select the Web Site you prefer to use. Click the down arrow to view the available

options.



Install Profitstar Web Services for Optimizer

Next, the installer will display information showing how Profitstar Web Services will be

configured. Clicking Next installs the component.

Note: Profitstar Web Services is always installed with both an application pool and a

virtual directory named “Profitstar.” This is not configurable during the installation.



Finish

A successful installation is indicated by this final screen.

Note: Following the initial installation of Profitstar Web Services for Optimizer, the

Optimizer functionality still needs to be activated within PROFITstar. Contact your client

services analyst to complete this activation.



Appendix A – Configuration and Publishing Issues

The Configuration.xml File

This file is installed on the Windows server where the Profitstar Service resides. The default

path to this file is:

C:\ProgramData\Profitstar\DataTier\Configuration.xml

Before the Optimizer features will be fully functional, the Profitstar Service

Configuration.xml file needs to identify two things: the location of the existing

BiNavigator Export folder and the name of the database on the SQL Server to be used

as the “Published” database.

1. The location of the BiNavigator Export folder must be defined before

PROFITstar/PROFITability data can be successfully published.

When 2012 data is converted and PROFITstar/PROFITability data has been previously

published, the path to the existing BiNavigator Export folder is added to the first

line of the Configuration.xml file. A UNC path is required if the path is not local to the

server machine running the Profitstar Service.

If the program cannot find the folder, an error message is displayed and the

publishing action fails.



2. The database on the SQL Server that will be used as the “Published” database needs

to be identified. This database is used by the web app for data retrieval and for

launching PS/PA when Optimizer Only users enter the client applications. If

converting from a 2012 release, these entries will be automatically added. No

modifications of the Configuration.xml file should be needed.

Users with improperly modified Configuration.xml files, who try to publish, will

receive an error message.



The Published Database

When Optimizer data is successfully published, a new database appears in the

institution’s Login screen.

Optimizer Only users can log into a “Published” database to view a read-only snapshot of

the institution’s data.



Appendix B – Related Links

The most current version of these installation instructions

http://profitstarhelp.jackhenry.com/dev/2018Profitstar Web Services Install.pdf

PROFITstar®, PROFITability®, Profitstar Suite™, and PROFITstar® Portfolio

Installation instructions containing 2012 data conversion information

http://profitstarhelp.jackhenry.com/dev/2018DataConversionInstall.pdf

Installation instructions for existing 2014 through 2017 clients

http://profitstarhelp.jackhenry.com/dev/2018NoConversionInstall.pdf

Installation instructions for new clients

http://profitstarhelp.jackhenry.com/dev/2018NewInstall.pdf

System requirements

http://profitstarhelp.jackhenry.com/dev/CurrentSysReq.pdf

Hardware recommendations

http://profitstarhelp.jackhenry.com/dev/HardwareRecommendations.pdf

Release notes

http://profitstarhelp.jackhenry.com/dev/2018ReleaseNotes.pdf

PROFITstar’s Hosted Budget Manager

System requirements

http://profitstarhelp.jackhenry.com/dev/BudgetManagerHostedSysReq.pdf

For more IT-related documentation, refer to the PROFITstar, PROFITability & CUPRO

Release Information and Documentation pages, in ProfitStars’ For Clients portal.

http://profitstarhelp.jackhenry.com/dev/2018Profitstar%20Web%20Services%20Install.pdf

http://profitstarhelp.jackhenry.com/dev/2018Profitstar%20Web%20Services%20Install.pdf

http://profitstarhelp.jackhenry.com/dev/2018DataConversionInstall.pdf





http://profitstarhelp.jackhenry.com/dev/CurrentSysReq.pdf

http://profitstarhelp.jackhenry.com/dev/HardwareRecommendations.pdf

http://profitstarhelp.jackhenry.com/dev/2018ReleaseNotes.pdf

http://profitstarhelp.jackhenry.com/dev/BudgetManagerHostedSysReq.pdf

https://forclients.jackhenry.com/products-and-services/Business-Intelligence-Financial-Performance/PROFITstar-PROFITability-CUPRO/Pages/PROFITstar,-PROFITability,-PROFITstar-Portfolio.aspx

https://forclients.jackhenry.com/products-and-services/Business-Intelligence-Financial-Performance/PROFITstar-PROFITability-CUPRO/pages/documentation.aspx

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