Application Installation Guide - Progeny Software · Progeny 10 – Application Installation Guide...

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Progeny 10 Application Installation Guide

Transcript of Application Installation Guide - Progeny Software · Progeny 10 – Application Installation Guide...

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Progeny 10 Application Installation Guide

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Table of Contents

Getting Started ..................................................................................................................................3

A note about Progeny Downloads and Updates .............................................................................. 3

Progeny Desktop Client Installation ....................................................................................................3

Before Installing the Progeny Desktop Client .................................................................................. 3

Running the Progeny Desktop Client Installation ............................................................................ 4

Connect the Progeny Desktop Client to a Progeny Database ......................................................... 7

Local Database Connections ................................................................................................................. 7

Network Database Connections ........................................................................................................... 8

Licensing the Desktop Client – Registration .................................................................................. 10

Database Server Installation ............................................................................................................. 11

Installing the Database Server ....................................................................................................... 11

Creating the Network Database Service ........................................................................................ 14

Web Server Installation .................................................................................................................... 23

Web Server Components and Installation Requirements ............................................................. 23

Java................................................................................................................................................. 23

Installing the Web Server ............................................................................................................... 24

Java Runtime and Apache Tomcat ...................................................................................................... 24

Progeny Web Application (ROOT.war file) .................................................................................... 28

Firewall Rules ................................................................................................................................. 30

Licensing and Configuring the Progeny Web Application .............................................................. 38

Derby Configuration Database ............................................................................................................ 40

Security Management - Global License Server Setup ......................................................................... 40

Database Connection Configuration ................................................................................................... 41

Contact Progeny Support ............................................................................................................... 43

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Getting Started This documentation will assist with installing the major components of the Progeny 10 software package

and provide basic options for customizing the installation. As always, Progeny Support is available to

assist should users have any questions about the application installation or if your network has

special/non-standard configurations that require additional consideration.

A note about Progeny Downloads and Updates Progeny no longer ships physical media for its software - installation and update files are delivered via

digital download. Use the credentials from the introductory email along with hyperlinks from this

document/hyperlinks from a Progeny representative to download the various components of Progeny

10. When updates are issued, Progeny will send an email notification containing a hyperlink to the

update and release notes.

• Updates to the Progeny Desktop Client are provided in the form of a .exe file which is

downloaded and run on the end user’s PC.

• Progeny Desktop Client update notices will be sent to anyone on our email notification list.

o If you would like to sign up for the email notification list, please visit

http://maillist.progenygenetics.com

o Updated versions are also available from the login screen of the Progeny Desktop client

via the Acct Info... and Update... buttons.

Progeny Desktop Client Installation

Before Installing the Progeny Desktop Client Log into the desktop computer with a user account that has LOCAL ADMINISTRATIVE rights. Without

LOCAL ADMINISTRATIVE rights, users will not be able to complete the installation of the Progeny

desktop client.

Before installing any of the Progeny software, verify the computer configuration meets the System

Requirements.

To look up the computer’s configuration, use the following options based on the operating system

version:

• Windows 10 – Type in the windows search bar, at the bottom left of the taskbar, System and

choose System when it appears.

• Windows 8 - Hold down the Windows key and press X on the keyboard (WIN+X) and choose

System from the menu that appears.

• Windows 7 - Open Control Panel, click on System and Security and click System.

Once that is confirmed, then you can proceed to download the Progeny Desktop Client.

NOTE: This requires your Customer Number. If you do not know this number, reach out to Progeny

Support for assistance.

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Running the Progeny Desktop Client Installation 1. Double-click the .exe to launch the Progeny installation wizard.

2. Click Next to proceed to the License Agreement.

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3. Please take a moment to read the License Agreement. When ready to proceed, select the I

accept the terms in the license agreement radio button and click Next.

4. Click Next to save Progeny in the default directory C:\Program Files (x86)\Progeny

Software\Progeny 10:

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5. Click Install to continue the installation process.

6. When a successful confirmation message is displayed, click the Finish button to complete the

installation and close the installation wizard.

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Connect the Progeny Desktop Client to a Progeny Database From the Progeny login screen, there are two options for connecting to a database: Local Database and

Network Connection.

Local Database Connections A Local Database connection is used for Progeny databases stored on the user's desktop or a network

share. When the Progeny Desktop Client is installed, the Progeny Template Demo database is

automatically installed to the user’s Documents\Progeny 10 folder. Local connections allow only one

user to be connected to the database at a time.

To connect to this or another database stored on the computer or a network share (NOT a database

hosted by the Progeny Server application), choose the Local Database radio button from the login

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screen then click Browse:

The next pop-up window allows users to select the database file. Once located, select the database file,

click the Open button to return to the login screen with the selected database. Enter the username and

password for the database, then click the Login button to log into the database.

Network Database Connections NOTE: To set-up the Network Database Connection, you must first install the Progeny Server

Application. See the section on Database Server Installation

A Network Connection is used for Progeny databases hosted on the network using the Progeny Server

application.

To connect to a network database, click the Network Connection radio button on the Desktop Client

Login screen, then click the Manage button:

The Network Connections window opens, click New. Then fill in the connection parameters for the

network database:

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Network Connection Information Descriptions:

Option Description

Connection Name This is the database name that will appear in the Network Connection drop-

down list on the login screen. Choose any name that can be easily

distinguishable between databases.

Database Service This is the broadcast name of the network Database Service. It must match the

broadcast name EXACTLY in both spelling and case. It is the value of the –n

parameter in the service configuration of the database in SQL Anywhere.

Database Name While both the Database Name and Host Address parameters are considered

optional, the Database Name parameter is the only one that is truly not

required. This is necessary if multiple databases are running off the same

Database Service.

Host Address This will be either the database server's IP address, hostname, or FQDN (Fully

Qualified Domain Name) followed by a colon (:) and the port number that the

Database Service is using.

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Once all the required information is entered into the new Network Connections, click the Save button in

the bottom-right corner then click the red X in the top-right corner to close the Network Connections

window and return to the login screen.

Back on the login screen, click the drop-down menu below the Network Connection radio button and

choose the new database connection from the list. Enter the Username and Password, then click Login

to connect to the database.

Licensing the Desktop Client – Registration

For the Progeny client and web software to be licensed, a connection to and from the Progeny

Licensing Server must be allowed: gls.progenygenetics.com

1. Launch the Progeny application from the desktop:

2. Enter the credentials for logging into a local or network database.

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3. Click Login to log in.

4. You will then be asked to enter your License ID. Enter your License ID and click Verify

5. Once the license has been verified, click OK to continue and then the Progeny Application will be

opened.

Database Server Installation

Installing the Database Server Installing the Progeny Database Server application is a straightforward process that should take no more

than 10-15 minutes. First, download the Progeny 10 Server installation file and run the installer:

http://www.progenygenetics.com/software/server/current.html

1. Double-click the .exe to launch the Progeny Server installation.

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2. Click Next to proceed to the License Agreement.

3. Please take a moment to read the License Agreement. When ready to proceed, select the I

accept the terms in the license agreement radio button and click Next.

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4. Click Next to save Progeny Server to the default directory C:\Program Files (x86)\Progeny

Software\Progeny 10\Server:

5. Click Install to continue the installation process.

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6. When a successful confirmation message is displayed, click the Finish button to complete the

installation and close the installation wizard.

Creating the Network Database Service 1. Once the Progeny Server is installed, launch the Progeny 10 Server Configuration Utility:

2. Double-click on SQL Anywhere 17:

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3. Click the Services tab:

4. Right-click on a blank area in the Services list, and choose New > Service:

5. This will open the Create Service Wizard. On the first window, choose a name for the service

which will be displayed within the Progeny 10 Server application. This name cannot contain any

spaces, slashes, or backslashes. The name entered in this step is a “friendly name” that is local

to the application and is not connected to the actual service. This is also, typically, the same as

the Connection Name parameter in the desktop client Network Connections window. After the

service is named, click Next:

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6. On the next window, define the type of Database Service to be created. Keep the default-

selected option Network Database Server then click Next:

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7. On the next window, define the server executable to use for the service. Keep the default path

C:\Program Files (x86)\Progeny Software\Progeny 10\Server\Bin64\dbsrv17.exe and then

click Next:

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8. On the Specify Parameters window, create a connection string that defines what database is

being hosted, the port it will be broadcasted on, and any miscellaneous optional configuration

settings. Reference an example of the default connection string format below:

-x tcpip(port=2638) -n Progeny10 "C:\Program Files (x86)\Progeny Software\Progeny

10\Progeny10Template.db"

Specify Parameters Descriptions:

Option Description

2638 The server port dedicated to the database service. This default is

2638 but any available port can be used.

Progeny10 The broadcast name of the Database Service. This can be the

same as in the first window when naming the service.

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"C:\Program Files (x86)\Progeny

Software\Progeny

10\Progeny10Template.db"

The file path to the database file. Ensure it includes the .db

extension and is encapsulated in quotation marks.

9. Once the connection parameters are entered, click Next

10. In the Select an Account window, keep the default-selected option Local system account unless

your organization’s IT policy requires otherwise. Click Next to continue.

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11. The Startup Type on the following window should always be set to Automatic during normal

operation as this will start the service should the server be restarted without needing to prompt

you. Click Next:

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12. Select the checkbox for Start the service now and click Finish:

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13. The database service will be started if there are no issues when you see a green triangle next to

the service name:

If starting the Database Service fails, please contact Progeny Support for assistance.

NOTE: After you install Progeny 10 Server (Sybase SQL Anywhere 17), If you already have Progeny 9

Server (Sybase SQL Anywhere 12) installed, you will need to edit each existing database service by

double-clicking the service, selecting the Configuration tab, and pointing the File name: to the Progeny

10 Server dbsrv17.exe file. The default path is C:\Program Files (x86)\Progeny Software\Progeny

10\Server\BIN64\dbsrv17.exe. You can then uninstall the older Progeny Server.

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Web Server Installation

Web Server Components and Installation Requirements The Progeny Web Server consists of the following components:

• Java Runtime Version 8

• Apache Tomcat 9

• Progeny Web Application (ROOT.war file)

For web browser system requirements, see the System Requirements.

Java We recommend using the latest version of Java that is available for your server to take advantage of

security fixes and performance improvements. If you are using Java version 7 or older, you MUST

upgrade to Java 8.

Perform the Java update before continuing to upgrade Apache Tomcat.

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NOTE: Ensure that the 64-bit version of Java is installed. Progeny is NOT compatible with the 32-bit

version.

Installing the Web Server

Java Runtime and Apache Tomcat 1. The first step is to install the Java Runtime installer as the Apache Tomcat install will reference

Java during its installation; you will have the opportunity to uninstall any unused older versions

of Java, resulting in a more secure server. Once complete, launch the Apache Tomcat Setup

(.exe).

NOTE: Ensure that the 64-bit version of Java is installed. Progeny is NOT compatible with the 32-

bit version.

2. Click through the Apache Tomcat Setup welcome and licensing pages. On the Choose

Components page, click the + (expansion button) next to the Tomcat item to reveal additional

options. Check only the Service Startup option. Click Next to continue.

3. On the Apache Tomcat Setup: Configuration Options window, configure the following:

Option Description

Server Shutdown Port -1 (Default)

HTTP/1.1 Connector Port Use port 80 if possible. Port 8080 works if 80 is

unavailable.

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AJP/1.3 Connector Port 8009 (Default)

Windows Service Name Tomcat9 (Default)

Once the desired modifications are made, click Next:

4. Define the file path where the Java Virtual Machine is located – therefore, Java should be

installed first. The Tomcat installation will automatically identify the best-possible Java Runtime

location available. After the appropriate Java location is detected, click Next:

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5. On the Choose Install Location dialog box, define the installation directory. The default location

is C:\Program Files\Apache Software Foundation\Tomcat 9.0 for ease of management,

however, based on your institution’s preference, a different location may be used. Once the

desired installation directory is chosen, click Install:

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6. When the installation process has completed, deselect the Run Apache Tomcat and Show

Readme checkboxes and click Finish:

Progeny Web Application (ROOT.war file) When Apache Tomcat is installed, a default ROOT folder is automatically created with the default

Tomcat settings. This will be deleted and replaced with the Progeny Web application (ROOT.war file).

Follow the next section in this guide for instructions on how to replace the default ROOT folder with the

Progeny ROOT.war file before starting the Apache Tomcat service.

Download and copy the most recent ROOT.war file before starting the Apache Tomcat service. To begin,

access the Progeny 10 Web Update here: http://www.progenygenetics.com/updates/web

1. Select DOWNLOAD WEB 10.X.X.X.

2. A new page is displayed, input the Customer Number.

3. Click Download (make a note of where the file is downloaded).

Depending on the network settings, the ROOT.war file may download as ROOT.zip - if this happens,

simply change the extension to .war (disregard the warning that may pop up saying the file may

become unusable):

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4. Open Windows Explorer and navigate to the Apache Tomcat installation directory C:\Program

Files\Apache Software Foundation\Tomcat 9.0\ and open the ‘webapps’ folder.

5. Delete the existing ROOT folder.

6. Copy the ROOT.war that was just downloaded and paste into the same C:\Program

Files\Apache Software Foundation\Tomcat 9.0\webapps folder.

7. Navigate to the Apache Tomcat installation directory C:\Program Files\Apache Software

Foundation\Tomcat 9.0 and open the ‘bin’ folder. Double-click to open ‘Tomcat9w.exe’.

8. On the Java tab, check the Use default checkbox to automatically use the default Java. Also,

clear out the values that are entered in the Initial memory pool and Maximum memory pool.

9. Click OK to save the changes once completed.

10. Start the Apache Tomcat 9 service via Task Manager or the Services program.

11. When the service starts, within the ‘webapps’ folder, a new ROOT folder will automatically be

created. Tomcat recognizes .war files as application packages and will automatically deploy it as

an application folder – this may take 2-10 minutes as the WAR file needs to fully unpack the new

‘ROOT’ folder.

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Firewall Rules Firewall rules are created to allow a computer to send traffic to or receive traffic from specific services,

programs, computers, or users. For Progeny to work properly, Inbound firewall rules need to be added

for dbsrv17.exe and Tomcat9.exe.

Progeny Database Server Rule

1. Open Windows Firewall with Advanced Security

2. Select Inbound Rules.

3. Select New Rule…:

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4. Choose the radio button for Program and click Next:

5. Browse to find the program path C:\Program Files (x86)\Progeny Software\Progeny 10\Server\BIN64\dbsrv17.exe and select it then click Next.

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6. Choose the radio button Allow the connection and click Next:

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7. Click Next on this window or configure according to local network policy:

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8. Name the new rule, Progeny Database – Sybase SQL Central and click Finish:

Tomcat9 Rule

1. Within the same Windows Firewall program, select New Rule…:

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2. Choose the radio button for Program and click Next:

3. Browse to find the program path Tomcat9.exe in the bin folder (default C:\Program Files\Apache Software Foundation\Tomcat 9.0\bin\Tomcat9.exe) and select it, then click Next.

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4. Choose the radio button Allow the connection and click Next:

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5. Click Next on this window or configure according to local network policy:

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6. Name the new rule Progeny Web – Apache Tomcat and click Finish:

Licensing and Configuring the Progeny Web Application

1. Open a web browser and navigate to either http://localhost OR http://localhost:8080, depending on how Apache Tomcat was configured earlier in the installation. The page will then redirect and append the configuration string below: /CONFIG?id=162d2827-d57f-45c3-b385-49060d087fa0&UTYPE=INTERNAL The completed configuration URL will appear like http://localhost/CONFIG?id=162d2827-d57f-45c3-b385-49060d087fa0&UTYPE=INTERNAL

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If the setup to this point has been successful, a login page like the following should display.

If this login page does not display, please review the installation steps or contact Progeny

Support for assistance.

2. Standard user credentials will not work on this page. To access this configuration page, log in

with the following credentials:

Username: config

Password: internal

This password may have been changed by your organization.

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Derby Configuration Database Once logged in, you are automatically directed to the Derby Configuration Database within the Progeny

Configuration Window. Derby is a service that installs as soon as the ROOT.war web application is

deployed. This small service contains the entire web application configuration.

This Derby service is contained in the following directory and has the web configuration:

Progeny 10: C:\Program Files\Apache Software Foundation\Tomcat 9.0\progenyConfig\conf

Progeny 9: C:\Program Files\Progeny Software\Progeny 9\web\conf

Connect Derby to a Local Database

To connect Derby to a local database, select the Connect to Local Database radio button and enter the

required specifications:

1. Enter the Local server port number. Note: By default, this port is set to 1527.

2. Use the default configuration password. This password is "internal".

This password may have been changed by your organization.

3. Click Start & Connect.

4. A message confirms, Configuration was successfully changed.

5. Refresh the page (F5) and log in again with the configuration username and password.

Security Management - Global License Server Setup After logging back into the Progeny Configuration, users are directed to the Security Management

window.

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1. To begin the Global License Server Setup, enter the License ID – XXXXXXX (7-digit customer

number) XXX (3-digit license code); Example 1234567123

The license code may vary depending on the product purchased. If you are unsure of your

License ID, please contact Progeny Support.

2. Click Generate to create a Client Serial ID.

3. Click Verify License.

4. A message confirms License successfully validated.

5. Click Close to close the message.

GLS Server domain name: gls.progenygenetics.com

Ports: GLS will choose any random port open on the client-side and will connect to the GLS server on

port 443 (TLS)

The firewall may block this connection attempt. A static route from the client to the GLS server would

then be required to allow the connection.

Database Connection Configuration 1. Click the Database Connection Configuration navigation button.

2. Click the New button and enter the following information.

Database Connection Configuration Descriptions:

Option Description

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Connection Name This is the database name that will appear in the Network Connection drop-

down list on the login screen. Choose any name that can be easily

distinguishable between databases.

Service Name This is the broadcast name of the network Database Service. It must match the

broadcast name EXACTLY in both spelling and case. It is the value of the –n

parameter in the service configuration of the database in SQL Anywhere.

Database Name The Database Name parameter is not required. This is necessary if multiple

databases are running off the same Database Service.

Host Address This will be either the database server's IP address, hostname, or FQDN (Fully

Qualified Domain Name).

Db Port This is the port on the database server that the Database Service is using for

communication.

When all items are entered, click Save. Use the Test Connection button to verify that the Web

application can communicate with the Database Service. This function will prompt for the Admin

password – ‘progeny’.

This password may have been changed by your organization.

The Progeny Web Server should now be fully operational – Congratulations!

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Contact Progeny Support For assistance with your Progeny software, please contact Progeny Support:

Online: Learning Center

Email: [email protected]

Phone: (800) 776-4369

Monday to Friday: 8:00 AM – 8:00 PM Eastern Time

Mailing Address:

Progeny Genetics, LLC

1 Enterprise

Aliso Viejo, CA 92656