LogoLogo
IntegrationsInstallationAdministrationContact Support
XMPro Platform
XMPro Platform
  • What is XMPro?
  • Getting Started
    • Browser Requirements
    • End-To-End Use Case
  • Resources
    • What's New in 4.4
      • What's New in 4.3
      • What's New in 4.2
      • What's New in 4.1.13
      • What's New in 4.1
      • What's New in 4.0
    • Blueprints, Accelerators & Patterns
    • Integrations
    • Sizing Guideline
    • Platform Security
    • Icon Library
    • FAQs
      • Implementation FAQs
      • Configuration FAQs
      • Agent FAQs
      • General FAQs
      • External Content
        • Blogs
          • 2024
            • How to Build Multi-Agent Systems for Industry
            • Why Solving the Problem Doesn’t Solve the Problem: The Importance of Scalable Intelligent Operations
            • Content, Decision, and Hybrid: The Three Pillars of Multi-Agent Systems in Industry
            • Revolutionizing Manufacturing with AI and Generative AI: XMPro’s Intelligent Business Operations Sui
            • The Evolution of Skills: Lessons from Agriculture in the GenAI and MAGS Era
            • Part 1: From Railroads to AI: The Evolution of Game-Changing Utilities
            • Part2: The Future of Work: Harnessing Generative Agents in Manufacturing
            • Bridging Automation and Intelligence: XMPro’s Approach to Industrial Agent Management
            • XMPro APEX: Pioneering AgentOps for Industrial Multi Agent Generative Systems
            • Part 5 – Rules of Engagement: Establishing Governance for Multi-Agent Generative Systems
            • How to Achieve Scalable Predictive Maintenance for Industrial Operations
            • Understanding the Difference Between XMPro AI Assistant and AI Advisor
            • Part 3 – AI at the Core: LLMs and Data Pipelines for Industrial Multi-Agent Generative Systems
            • MAGS: The Killer App for Generative AI in Industrial Applications
            • The Importance of Pump Predictive Maintenance for Operational Efficiency
            • Progressing Through The Decision Intelligence Continuum With XMPro
            • The Value-First Approach to Industrial AI: Why MAGS Implementation Must Start with Business Outcomes
            • New Guide – The Ultimate Guide to Multi-Agent Generative Systems
            • The Ultimate Guide To Predictive Analytics
            • Part 4 – Pioneering Progress | Real-World Applications of Multi-Agent Generative Systems
            • Scaling Multi-Agent Systems with Data Pipelines: Solving Real-World Industrial Challenges
          • 2023
            • How to master Predictive Analytics using Composable Digital Twins
            • Accelerate Your AI Workflow: The 3 Key Business Advantages of XMPro Notebook
            • The Roadmap to Intelligent Digital Twins
            • What is edge computing, and how can digital twins utilize this technology?
            • THE TOP 5 USE CASES FOR COMPOSABLE DIGITAL TWINS IN RENEWABLES + HOW TO SUPERCHARGE RESULTS WITH AI
            • The Technology Behind Predictive Maintenance (PdM) : Hardware & Software
            • The Benefits of Using Digital Twins in Smart Manufacturing
            • XMPro I3C Intelligent Digital Twins Strategy Framework
            • The TOP 5 use cases for composable digital twins in mining – and how to use AI to supercharge result
            • The TOP 5 use cases for Composable Digital Twins in the Oil & Gas industry
            • Why Decision Intelligence with Digital Twins is “kinda like” DCS for Automation and Control
            • XMPro becomes an NVIDIA Cloud-Validated partner
            • From Reactive to Predictive : Introduction to Predictive Maintenance
            • Microsoft Azure Digital Twins : Everything You Need To Know
            • Unlocking Efficiency: The Right Time & Strategy to Launch Your Digital Twin for Enhanced Asset Manag
            • Revolutionize Your Supply Chain: How Digital Twins Can Boost Efficiency and Cut Costs
          • 2022
            • Create a Common Operating Picture of Your Operations with XMPro
            • 7 Trends for Industrial Digital Twins in 2022
            • How to Build a Digital Twin + 60 Use Cases By Industry
            • What are composable digital twins in the metaverse?
          • 2021
            • The Value of a Composable Digital Twin
          • 2020
            • Lean Digital Twin: Part 2
            • Digital Twin: Your Most Productive Remote Worker
            • From the Control Room to the Bedroom
            • Lean Digital Twin: Part 3
          • 2019
            • My Digital Twin: Digital Twin Applications for Real-time Operations (Like Me)
          • 2018
            • XMPro IoT Operational Capability Survey Results 2018
            • What is a Digital Business Platform and Why Should I Care?
            • [Robotic] Process Automation for IoT
            • 3 Patterns of Industrial IoT Use Cases
            • The CXO’s Guide to Digital Transformation – May The Five Forces Be With You
            • Is Security More Important Than Trustworthiness for Industrial IoT?
            • XMPro at bpmNEXT 2018: Watch The Presentation
          • 2017
            • The Top 5 Reasons to Invest in an IIoT Development Platform
            • IoT Business Solutions Start with Big Data & Create Business Outcomes
            • How AI Bots Bring Digital Twins to Life
          • 2016
            • How To Get Started With Industrial IoT
            • How To Overcome The Top 5 Challenges To Industrial IoT Adoption
            • What is an IoT Platform vs. an IoT Business Application Suite?
            • Industrial IoT: How To Get Started with Predictive Maintenance
            • 3 Ways The Internet of Things is Transforming Field Service
            • 7 Types of Industrial IoT Data Sources (And How To Use Them)
          • 2015
            • How Important Are Processes To The Internet Of Things?
            • Understanding the Value of Real Time KPI Management as Your Next Strategic Project
            • 6 Myths About Machine Learning
            • 10 Predictive Analytics Use Cases By Industry
            • What is a “Business Moment” in your business?
            • Does Operational Intelligence Make Business Intelligence Obsolete?
            • How To Reduce Operational Costs by 36% with Predictive Analytics
            • From Many, One – The Nature of Complex Event Processing
            • Herding Cats: What Enterprise Architects need to know about Business Process Management
          • 2014
            • Making Business Operations More Intelligent
          • 2013
            • Best Next Action Is The Next Big Thing For Intelligent Operations
            • The learns from two ‘Best in class’ organisations acquiring BPM technology
          • 2012
            • Why Intelligent Business Operations is Mobile, Social and Smart
            • Why Do You Want Intelligent Business Operations?
            • How big of a problem are ‘dark processes’?
            • Operational Risk: When You Stick Your Head In The Sand
            • The Difference Between Event-based And Workflow-based Processes
          • 2011
            • Is mobile BPM now essential to the business?
            • Stretch Socially Dynamic Processes To Fit Your Business
            • Social Listening – Get Control Of The Conversation
            • Operations Management – The Keys To KPIs
            • Benefits of BPM v 1.0
            • How to Prioritise Processes
          • 2010
            • The Business Drivers
            • Preserving Capability and Agility
            • Mobile BPM
        • Use Cases
          • Aging Pipe Predictive Maintenance in Water Utilities
          • Air Quality Monitoring For Agriculture
          • Alarm Management and Triage
          • Asset Condition Monitoring for Surface Processing Plants in the Mining Industry
          • Bogie Health Monitoring in the Rail Industry
          • Boiler Feed Water Pumps
          • CHPP Throughput Loss Monitoring
          • Casting Guidance
          • Conveyor Belt System Monitoring and Optimization in Automotive Manufacturing
          • Cooling Tower Fin Fan Monitoring
          • Cyclone/Slurry Pump Monitoring
          • Demand Planning to Reduce Stockholding in Stores
          • Demin Water Monitoring for Boiler Tube Corrosion
          • EV Battery Assembly Process Optimization for the Car Manufacturing Industry
          • Flood Prediction & Response in Water Utilities
          • Golden Batch For Culture Addition In The Dairy processing Industry.
          • Golden Batch Monitoring
          • Improve First Pass Yield (FPY)
          • Induced Draft (ID) Fan Monitoring
          • Long Conveyor Monitoring
          • Monitor Process Health to Reduce Cash-to-Cash Cycle
          • Monitor Storm Water Reservoirs For Flood Prevention
          • Monitor and Reduce Energy Consumption
          • Oil Well Maintenance Planning
          • Oil Well RTP Monitoring
          • Pipe Scaling Prediction for Roller Cooling
          • Precision Irrigation in Agriculture
          • Predict Heat Exchanger Fouling
          • Predictive Maintenance & Asset Health Monitoring For Haul Trucks In The Mining Industry
          • Predictive Maintenance For Mobile Assets Within The Mining Industry
          • Predictive Maintenance for Robotic Arms in the Automotive Industry
          • Predictive Maintenance for Wind Turbines
          • Pump Health Monitoring in Water Utilities
          • Pumping Station OEE
          • Real-time Balanced Business Scorecard (BBS)
          • Real-time Safety Monitoring
          • Short Term Inventory Planning
          • Strategic Performance & Safety Oversight for Global Mining Operations
          • Wheel and Track Wear Monitoring In The Rail Industry
          • Wind Turbine Performance Optimization
        • Youtube
          • 2024
            • Discover Gen AI Powered Operations With XMPro iBOS
            • Generative AI and Digital Twins in 2024 - XMPro Webinar
            • Go From Reactive To Predictive Operations In Water Utilities With XMPro iDTS
            • How to add Timestamps to Elements in XMPro App Designer
            • How to Build an AI Advisor for Industrial Operations Using XMPro
            • How XMPro Stream Hosts and Collections Enable Scalable, Real-Time Data Processing
            • Mind Blowing AI Agentic Operations For Industry With XMPro MAGS
            • The Ultimate Beginner's Guide To Predictive Analytics Podcast
            • XMPro's Flexible Deployment Options: Flexible Cloud & On-Premise Solutions For Industry
            • XMPro iBOS: The Only AI-Powered Suite for Scalable Intelligent Operations
          • 2023
            • 2023 XMPro Product Roadmap - Webinar
            • An Introduction To Intelligent Digital Twins - Webinar
            • Energy and Utilities Asset Optimisation through Digital Twin technology
            • Explore Model Governance using our MLflow Agent
            • Exploring XMPro Notebook and MLflow for Data Science and Model Governance
            • How Changing Properties For One Block Can Be Applied To All Blocks Within Same Style Group
            • How do I Use A Button To Update a Data Source In XMPro App Designer
            • How Does XMPro Compare To ESBs (Enterprise Service Buses)-
            • How to Configure and Integrity Check in Data Streams
            • How To Create A Widget Within XMPro App Designer
            • How to Create Intelligent Digital Twins Using XMPro AI
            • How to export grid data to Excel In XMPro App Designer
            • How to Revolutionize Your Supply Chain with Digital Twins
            • How To Rotate Text In App Designer
            • How To Update a Data Source Using A Button
            • How To Use & Clone XMPro Demos For Your Own Use
            • How To Use And Build 3rd Party Apps To Extend The Capabilities Of The XMPro App Designer.
            • How to use Avatars and why they are important
            • How to view stream host logs In XMPro Data Stream Designer
            • Logging Provider Support With XMPro
            • Mastering Health Check Endpoints: A Guide to Ensuring Service Uptime and Performance with XMPro
            • Mastering Root Cause Analysis with XMPro: Capture, Value, Impact
            • Microsoft Azure Digital Twins Everything You Need To Know
            • Model Based Predictive Maintenance (PdM) With XMPro
            • Monthly Webinar - Accelerate your digital twin use cases - XMPro Blueprints, Accelerators & Patterns
            • Optimizing Time Series Chart (TSC) Performance
            • Predictive Maintenance & Condition Monitoring - A Hot Seat Q&A Session
            • Predictive Maintenance with XMPro iDTS
            • Smart Facilities Management with Intelligent Digital Twins
            • The Benefits of using Digital Twins in Smart Manufacturing
            • The Four Industrial Revolutions Explained In Under 4 Minutes! #industry4 #smartmanufacturing
            • The Roadmap To Intelligent Digital Twins
            • The Technology Behind Predictive Maintenance (PdM) - The Hardware & Software that makes PdM Tick...
            • THE TOP USE CASES FOR COMPOSABLE DIGITAL TWINS IN RENEWABLES
            • Tips on how to use cache in agent configuration and get live updates
            • Webinar - XMPro 4.3 Release Showcase
            • What is a Digital Twin- Why Composable Digital Twins is the Future.
            • What Is Predictive Maintenance- (PdM)
            • What To Do When a Data Source Is Not Showing in Pass Page Parameter
            • XMPro - The World's Only AI - Powered Intelligent Digital Twin Suite
            • XMPro - The World's Only No Code Digital Twin Composition Platform
            • XMPro AI : How It Works
            • XMPro AI End To End Use Case
            • XMPro Auto Scale - Understanding Distributed Caching for Cloud-Native Applications
            • XMPro Promo Video - Dell Validated Design For Manufacturing Edge
          • 2022
            • Aggregate Transformation Agent Example - XMPRO Data Stream Designer
            • App Layout Best Practices for Desktop & Mobile - XMPro Lunch & Learn
            • Broadcast Transformation Agent Example - XMPRO Data Stream Designer
            • Calculated Field Transformation Agent Example - XMPRO Data Stream Designer
            • CRC16 Function Agent Example - XMPRO Data Stream Designer
            • Create a Common Operating Picture of Your Operations with XMPro
            • CSV Context Provider Agent Example - XMPro Data Stream Designer
            • CSV Simulator Agent Example - XMPRO Data Stream Designer
            • CSV Writer Agent Example - XMPRO Data Stream Designer
            • Data Conversion Transformation Agent Example - XMPro Data Stream Designer
            • Digital Twin Strategy To Execution Pyramid - XMPro Webinar
            • Event Printer Action Agent Example - XMPRO Data Stream Designer
            • File Listener Agent Example - XMPRO Data Stream Designer
            • Filter Transformation Agent Example - XMPRO Data Stream Designer
            • Group & Merge Transformation Agent Example - XMPRO Data Stream Designer
            • How To Bind Data To A Chart and Get It Working As Expected - XMPro Lunch & Learn
            • How To Send Data To My App (Including Caching Introduction) - XMPro Lunch & Learn
            • Join Transformation Agent Example - XMPRO Data Stream Designer
            • Min/Max Function Agent Example - XMPRO Data Stream Designer
            • PART 1- How To Manage Complex Operations in Real-time Using Composable Digital Twins
            • PART 3 - How To Manage Complex Operations in Real-time Using Composable Digital Twins
            • PART2 - How To Manage Complex Operations in Real-time Using Composable Digital Twins
            • Pass Through Agent Example - XMPRO Data Stream Designer
            • Pivot Table Transformation Agent Example - Count - XMPRO Data Stream Designer
            • Pivot Table Transformation Agent Example - Sum - XMPRO Data Stream Designer
            • Real-Time Is Real - How To Use Event Intelligence Tools to Manage Complex Operations in Real-time.
            • Row Count Agent Example - XMPRO Data Stream Designer
            • Sort Transformation Agent Example - XMPRO Data Stream Designer
            • Transpose Transformation Agent Example - Columns - XMPRO Data Stream Designer
            • Transpose Transformation Agent Example - Rows - XMPRO Data Stream Designer
            • Trim Name Transformation Agent Example - XMPRO Data Stream Designer
            • Twilio Action Agent Example - XMPRO Data Stream Designer
            • Union Transformation Agent Example - XMPRO Data Stream Designer
            • Variables & Expressions in App Designer - XMPro Lunch & Learn
            • Window Transformation Agent Example - XMPRO Data Stream Designer
            • XML File Reader Action Agent Example - XMPRO Data Stream Designer
          • 2021
            • The Value of a Composable Digital Twin - XMPro Webinar
          • 2020
            • 1. Understanding The Problem - UX Design - XMPRO
            • 1.1 Welcome - XMPRO UI Design Basics
            • 1.2 Introduction To UI Design - XMPRO UI Design Basics
            • 2. Creating User Stories - UX Design - XMPRO
            • 2.1 Responsive Design - XMPRO UI Design Basics
            • 2.2 Grids - XMPRO UI Design Basics
            • 2.3 Visual Hierarchy - XMPRO UI Design Basics
            • 2.4 Wireframes - XMPRO UI Design Basics
            • 3. Creating User Flow Diagrams - UX Design - XMPRO
            • 3.1 Color Palette - XMPRO UI Design Basics
            • 3.2 Typography - XMPRO UI Design Basics
            • 3.3 White Space - XMPRO UI Design Basics
            • 3.4 UI Elements - XMPRO UI Design Basics
            • 4. Plan Your App with Wireframes - UX Design - XMPRO
            • 4.1 Chart Types - XMPRO UI Design Basics
            • 4.2 Chart Styling - XMPRO UI Design Basics
            • 5. Designing for Dynamic Data - UX Design - XMPRO
            • Agents and Their Types - XMPRO Data Stream Designer
            • Data Wrangling: Row Transpose - XMPRO Data Stream Designer
            • Digital Twin: Your Most Productive Remote Worker - XMPRO Webinar
            • End-To-End Real-Time Condition Monitoring Demo - XMPRO Application Development Platform
            • Error Endpoints - XMPRO Data Stream Designer
            • Export and Import Recommendations - XMPRO App Designer
            • How To Add Buttons To Agents - XMPRO Data Stream Designer
            • How To Add EditLists to Agents - XMPRO Data Stream Designer
            • How To Change UI Language - XMPRO Subscription Manager
            • How To Configure a Stream Object - XMPRO Data Stream Designer
            • How To Configure The Aggregate Transformation - XMPRO Data Stream Designer
            • How To Configure The Anomaly Detection Agent - XMPRO Data Stream Designer
            • How To Configure The Azure SQL Action Agent - XMPRO Data Stream Designer
            • How To Configure The Azure SQL Context Provider - XMPRO Data Stream Designer
            • How To Configure The Azure SQL Listener - XMPRO Data Stream Designer
            • How To Configure The Calculated Field Transformation - XMPRO Data Stream Designer
            • How To Configure The CSV Context Provider - XMPRO Data Stream Designer
            • How To Configure The CSV Listener - XMPRO Data Stream Designer
            • How To Configure The Data Conversion Transformation - XMPRO Data Stream Designer
            • How To Configure The Edge Analysis Transformation - XMPRO Data Stream Designer
            • How To Configure The Email Action Agent - XMPRO Data Stream Designer
            • How To Configure The Email Listener - XMPRO Data Stream Designer
            • How To Configure The Event Printer Action Agent - XMPRO Data Stream Designer
            • How To Configure The Event Simulator Listener - XMPRO Data Stream Designer
            • How To Configure The FFT Function - XMPRO Data Stream Designer
            • How To Configure The File Listener - XMPRO Data Stream Designer
            • How To Configure The Filter Transformation - XMPRO Data Stream Designer
            • How To Configure The IBM Maximo Action Agent - XMPRO Data Stream Designer
            • How To Configure The IBM Maximo Context Provider - XMPRO Data Stream Designer
            • How To Configure The IBM Maximo Listener - XMPRO Data Stream Designer
            • How To Configure The Join Transformation - XMPRO Data Stream Designer
            • How To Configure The JSON File Reader Context Provider - XMPRO Data Stream Designer
            • How To Configure The MQTT Action Agent - XMPRO Data Stream Designer
            • How To Configure The MQTT Advanced Action Agent - XMPRO Data Stream Designer
            • How To Configure The MQTT Advanced Listener - XMPRO Data Stream Designer
            • How To Configure The MQTT Listener - XMPRO Data Stream Designer
            • How To Configure The Normalize Fields Function - XMPRO Data Stream Designer
            • How To Configure The OSIsoft PI Context Provider - XMPRO Data Stream Designer
            • How To Configure The OSIsoft PI Listener - XMPRO Data Stream Designer
            • How To Configure The Pass Through Transformation - XMPRO Data Stream Designer
            • How To Configure The PMML Agent - XMPRO Data Stream Designer
            • How To Configure The REST API Context Provider - XMPRO Data Stream Designer
            • How To Configure The RScript Agent - XMPRO Data Stream Designer
            • How To Configure The Run Recommendation Agent - XMPRO Data Stream Designer
            • How To Configure The Signal Filter - XMPRO Data Stream Designer
            • How To Configure The SQL Server Action Agent - XMPRO Data Stream Designer
            • How To Configure The SQL Server Context Provider - XMPRO Data Stream Designer
            • How To Configure The SQL Server Listener - XMPRO Data Stream Designer
            • How To Configure The SQL Server Writer Action Agent - XMPRO Data Stream Designer
            • How To Configure The Twilio Action Agent - XMPRO Data Stream Designer
            • How To Configure The Union Transformation - XMPRO Data Stream Designer
            • How To Configure The Unzip Function - XMPRO Data Stream Designer
            • How To Configure The Window Transformation - XMPRO Data Stream Designer
            • How To Create an App - XMPRO App Designer
            • How To Create and Manage Templates - XMPRO App Designer
            • How To Create and Publish a Use Case - XMPRO Data Stream Designer
            • How To Create and Use a Widget - XMPRO App Designer
            • How To Create App Data Connections - XMPRO App Designer
            • How To Create App Pages and Navigation - XMPRO App Designer
            • How To Create Recommendation Rules - XMPRO App Designer
            • How To Create Recurrent Data Streams - XMPRO Data Stream Designer
            • How To Do Integrity Checks - XMPRO Data Stream Designer
            • How To Edit Page Properties - XMPRO App Designer
            • How To Enable Audit Trails - XMPRO App Designer
            • How to Export, Import, and Clone a Data Stream - XMPRO Data Stream Designer
            • How To Export, Import and Clone an App - XMPRO App Designer
            • How to Export and Import an App - XMPRO App Designer
            • How To Find Help for an Agent - XMPRO Data Stream Designer
            • How To Install The XMPRO App Designer
            • How To Maintain and Capture Notes - XMPRO App Designer
            • How To Manage Agents - XMPRO Data Stream Designer
            • How To Manage and Use Server Variables - XMPRO Data Stream Designer
            • How To Manage Buffer Size - XMPRO Data Stream Designer
            • How to Manage Categories - XMPRO App Designer
            • How To Manage Categories - XMPRO Data Stream Designer
            • How To Pass Parameters Between Pages - XMPRO App Designer
            • How To Publish and Share an Application - XMPRO App Designer
            • How To Set Up and Use Charts in Live View - XMPRO Data Stream Designer
            • How To Set Up and Use Gauges in Live View - XMPRO Data Stream Designer
            • How To Share a Data Stream - XMPRO Data Stream Designer
            • How To Share a Use Case - XMPRO Data Stream Designer
            • How To Share an App For Design Collaboration - XMPRO App Designer
            • How To Troubleshoot a Use Case - XMPRO Data Stream Designer
            • How To Upgrade a Stream Object Version - XMPRO Data Stream Designer
            • How To Use App Files - XMPRO App Designer
            • How To Use Application Versions - XMPRO App Designer
            • How To Use Bar Gauge - XMPRO App Designer
            • How To Use Calendar - XMPRO App Designer
            • How To Use Chart Pan, Zoom and Aggregation - XMPRO App Designer
            • How To Use Chart Panes and Axes - XMPRO App Designer
            • How To Use Chart Print and Export- XMPRO App Designer
            • How To Use Charts - XMPRO App Designer Toolbox
            • How To Use Charts: Series - XMPRO App Designer
            • How To Use Collections - XMPRO Data Stream Designer
            • How To Use Content Card - XMPRO App Designer
            • How To Use D3 - XMPRO App Designer
            • How To Use Data Sources - XMPRO App Designer
            • How To Use Embedded Pages - XMPRO App Designer Toolbox
            • How To Use Fieldset and Field - XMPRO App Designer Toolbox
            • How To Use Flex Layout
            • How To Use Form Validation - XMPRO App Designer Toolbox
            • How To Use Input Mappings - XMPRO Data Stream Designer
            • How To Use Linear Gauges - XMPRO App Designer
            • How To Use Live View - XMPRO Data Stream Designer
            • How To Use Lookup - XMPRO App Designer
            • How To Use Maps - XMPRO App Designer
            • How To Use Page Layers - XMPRO App Designer
            • How To Use Pivot Grid - XMPRO App Designer
            • How To Use Polar Charts - XMPRO App Designer
            • How To Use Power BI - XMPRO App Designer
            • How To Use Radio Buttons - XMPRO App Designer Toolbox
            • How To Use Recommendations - XMPRO App Designer Toolbox
            • How To Use Select Box - XMPRO App Designer
            • How To Use Stacked Layouts - XMPRO App Designer Toolbox
            • How To Use Stream Host Local Variables - XMPRO Data Stream Designer
            • How To Use Tabs - XMPRO App Designer Toolbox
            • How To Use Tags - XMPRO App Designer Toolbox
            • How To Use Templated List - XMPRO App Designer
            • How To Use Templates - XMPRO App Designer
            • How To Use Text - XMPRO App Designer Toolbox
            • How To Use Text Area - XMPRO App Designer Toolbox
            • How To Use The Accordion - XMPRO App Designer Toolbox
            • How To Use The Block Styling Manager - XMPRO App Designer
            • How To Use The Box and Data Repeater Box - XMPRO App Designer Toolbox
            • How To Use The Button - XMPRO App Designer Toolbox
            • How To Use The Circular Gauge - XMPRO App Designer Toolbox
            • How To Use The Data Grid - XMPRO App Designer Toolbox
            • How To Use The HTML Editor - XMPRO App Designer Toolbox
            • How To Use The Hyperlink and Box Hyperlink - XMPro App Designer Toolbox
            • How To Use The Image - XMPRO App Designer Toolbox
            • How To Use The Indicator - XMPRO App Designer Toolbox
            • How To Use The Layout Grid - XMPRO App Designer Toolbox
            • How To Use The Number Selector - XMPRO App Designer Toolbox
            • How To Use The Pie Chart - XMPRO App Designer Toolbox
            • How To Use The Range Slider - XMPRO App Designer Toolbox
            • How To Use The Recommendation Chart - XMPRO App Designer Toolbox
            • How To Use The Scroll Box - XMPRO App Designer Toolbox
            • How To Use The Select Box - XMPRO App Designer Toolbox
            • How To Use The Sparkline - XMPRO App Designer Toolbox
            • How To Use The Textbox - XMPRO App Designer Toolbox
            • How To Use Tree Grid - XMPRO App Designer
            • How To Use Tree List - XMPRO App Designer
            • How To Use Unity - XMPRO App Designer Toolbox
            • How To Use Variables - XMPRO App Designer
            • How To Write and Maintain Notes and Business Case - XMPRO Data Stream Designer
            • Interactive 3D Models For Digital Twins - XMPRO Event Intelligence Platform
            • Manage Input Arrow Highlights - XMPRO Data Stream Designer
            • Manage Recommendation Access - XMPRO App Designer
            • Realize Value from End-To-End Condition Monitoring in 6 - 8 Weeks - XMPRO
            • Recommendation Versions - XMPRO App Designer
            • Solution Development Process For Event Intelligence Apps - XMPRO
            • Stream Hosts and How To Install Them - XMPRO Data Stream Designer
            • Use Case Versioning - XMPRO Data Stream Designer
            • XMPRO App Designer Overview - Event Intelligence Applications
            • XMPRO Data Stream Designer - Event Intelligence Applications
            • XMPRO Real-Time Event Intelligence Demo
            • XMPRO Recommendations - Event Intelligence Applications
          • 2019
            • Data Distribution Service: Using DDS in Your IoT Applications
            • My Digital Twin: Digital Twin Applications For Real-Time Operations (Like Me)
            • Setting up a Typical Industrial IoT Use Case with XMPro
            • XMPro Overview & Fin Fan Failure Demo
          • 2016
            • XMPro iBPMS Overview
          • 2013
            • XMPro Best Next Action - 3 Examples for XMPro blog
            • XMPro Case Management Example
            • XMPro Internet of Things Demo
          • 2012
            • Is Agile Business the New Normal
            • The Future of BPM Moving Towards Intelligent Business Operations
            • What industries does XMPro serve-
            • Who is XMPro for-
            • XMPro - The Social Listener - Why You Should Be Listening.wmv
            • XMPro Cool Vendor 2012
            • XMPro iBPMS For SharePoint
            • XMPro iBPMS v6 XMWeb for Intelligent Business Operations
            • XMPro News and Gartner BPM Sydney Summit Discount Offer.mp4
            • XMPro Version 6 - Introducing the Next Generation BPM for Intelligent Business Operations
    • Practice Notes
      • Unified Recommendation Alert Management
      • Performant Landing Pages in Real-Time Monitoring
  • Concepts
    • XMPro AI
      • XMPro Notebook
    • Data Stream
      • Stream Object Configuration
      • Verifying Stream Integrity
      • Running Data Streams
      • Timeline
    • Collection and Stream Host
    • Agent
      • Virtual vs Non-Virtual Agents
    • Application
      • Template
      • Page
      • Block
      • Canvas
      • Page Layers
      • Block Styling
      • Devices
      • Flex
      • Block Properties
      • Data Integration
      • Navigation and Parameters
      • Variables and Expressions
      • App Files
      • Metablocks
    • Recommendation
      • Rule
      • Execution Order
      • Auto Escalate
      • Form
      • Action Requests
      • Notification
      • Recommendation Alert
      • Deleted Items
      • Scoring
    • Connector
    • Landing Pages & Favorites
    • Version
    • Manage Access
    • Category
    • Variable
    • Insights
      • Data Delivery Insights
  • How-To Guides
    • Data Streams
      • Manage Data Streams
      • Manage Collections
      • Use Remote Receivers and Publishers
      • Manage Recurrent Data Streams
      • Use Business Case and Notes
      • Run an Integrity Check
      • Check Data Stream Logs
      • Use Live View
      • Use Stream Metrics
      • Troubleshoot a Data Stream
      • Upgrade a Stream Object Version
      • Setup Input Mappings
      • Use Error Endpoints
      • Use the Timeline
      • Context Menu
    • Application
      • Manage Apps
      • Manage Templates
      • Manage Pages
      • Import an App Page
      • Design Pages for Mobile
      • Navigate Between Pages
      • Pass Parameters Between Pages
      • Page Data
      • Manage Connections
      • Check Connector Logs
      • Manage Data Sources
      • Use Data Sources in the Page
      • Use Dynamic Properties
      • Use Expression Properties
      • Use Page Layers
      • Use Block Styling and Devices
      • Use Flex
      • Use Validation
      • Use Variables & Expressions
      • Create and Maintain Notes
      • Manage Widgets
      • Manage App Files
      • Manage Themes
    • Recommendations
      • Manage Categories
      • Manage Recommendations
      • Manage Rules
      • Manage Notifications
      • Manage Notification Templates
      • Subscribe to Notifications
      • Manage Forms
      • Manage Variables
      • Manage Alerts
      • Manage Alerts on Mobile
      • Manage Deleted Recommendation Items
    • Connectors
      • Manage Connectors
      • Building Connectors
      • Packaging Connectors
    • Stream Host
    • Agents
      • Manage Agents
      • Building Agents
      • Packaging Agents
      • Debugging an Agent
    • Manage Versions
    • Manage Access
    • Manage Categories
    • Manage Variables
    • Import, Export, and Clone
    • Publish
      • Admin Unpublish Override
    • Manage Site Settings
    • Manage Landing Pages & Favorites
  • Blocks
    • Common Properties
    • Layout
      • Accordion
      • Box & Data Repeater Box
      • Card & Content Card
      • Field & Fieldset
      • Layout Grid
      • Menu
      • Scroll Box
      • Stacked Layout Horizontal & Vertical
      • Tabs
      • Templated List
      • Toolbar
    • Basic
      • Calendar
      • Check Box
      • Color Selector
      • Data Grid
      • Date Selector
      • Dropdown Grid
      • Embedded Page
      • File Library
      • File Uploader
      • Html Editor
      • Image
      • Indicator
      • List
      • Lookup
      • Number Selector
      • Radio Buttons
      • Range Slider
      • Select Box
      • Switch
      • Tags
      • Text
      • Text Area
      • Textbox
      • Tree Grid
      • Tree List
    • Device Input
      • Location Capture
      • Visual Media Capture
    • AI
      • Azure Copilot
      • ChatGPT Copilot
    • Actions
      • Box Hyperlink
      • Button
      • Data Operations
      • Hyperlink
    • Recommendations
      • Alert Action
      • Alert Analytics
      • Alert Discussion
      • Alert Event Data
      • Alert Form
      • Alert List
      • Alert Timeline
      • Alert Triage
      • Alert Survey
      • Recommendation Chart
    • Visualizations
      • Autodesk Forge
      • Azure Digital Twin Hierarchy
      • Bar Gauge
      • Chart
      • Circular Gauge
      • D3 Visualization
      • Esri Map
      • Image Map
      • Linear Gauge
      • Live Feed
      • Map
      • Pie Chart
      • Pivot Grid
      • Polar Chart
      • Power BI
      • Sparkline
      • Time Series Analysis
      • Tree Map
      • Unity
      • Unity (Legacy)
    • Advanced
      • Metablock
    • Widgets
  • Administration
    • Administrative Accounts
    • Language
    • Companies
      • Register a Company
      • Manage a Company
      • Manage Company Subscriptions
      • Manage License
    • Subscriptions
      • Manage User Access
      • Setup Auto Approval/Default Subscriptions
      • Request and Apply a License
    • Users
      • Invite a User
      • Register an Account
      • Profile
      • Change Password
      • Reset Password
      • Delete a User
      • Change Business Role
  • Installation
    • Overview
    • 1. Preparation
    • 2. Install XMPro
      • Azure
      • AWS
      • Windows Server 2022
        • Prerequisites
        • Install
        • Upgrade
        • Troubleshooting
    • 3. Complete Installation
      • Configure Auto Scale (Optional)
      • Configure Health Checks (Optional)
      • Configure Logging (Optional)
      • Configure SSO (Optional)
        • SSO - Azure AD
        • SSO - ADFS
      • Create Base Company
      • Install Stream Host
        • Windows x64
        • Azure Web Job
        • Ubuntu 20.04 x64
        • Docker
          • Docker v4.4.2 - v4.4.18
      • Install Agents & Connectors
  • Release Notes
    • v4.4.19
    • v4.4.18
    • v4.4.17
    • v4.4.16
    • v4.4.15
    • v4.4.14
    • v4.4.13
    • v4.4.12
    • v4.4.11
    • v4.4.10
    • v4.4.9
    • v4.4.8
    • v4.4.7
    • v4.4.6
    • v4.4.5
    • v4.4.4
    • v4.4.3
    • v4.4.2
    • v4.4.1
    • v4.4.0
    • Archived
      • v4.3.12
      • v4.3.11
      • v4.3.10
      • v4.3.9
      • v4.3.8
      • v4.3.7
      • v4.3.6
      • v4.3.5
      • v4.3.4
      • v4.3.3
      • v4.3.2
      • v4.3.1
      • v4.3.0
        • v4.2.3
        • v4.2.2
        • v4.2.1
      • v4.2.0
      • v4.1.13
      • v4.1.0
      • v4.0.0
Powered by GitBook
On this page
  • Architecture
  • Prerequisites
  • Install
  • ElastiCache
  • Domain name DNS (Route 53/Hosting Zones)
  • Amazon RDS Creation
  • Parameter Store Identity and Access
  • Create Elastic Beanstalk Application
  • Subscription Manager
  • Create Environment
  • Hosting Zone Configuration
  • Create S3 Bucket
  • Install Subscription Manager
  • Parameter Store Configuration
  • Preparing SSL Certificate Files for S3 Deployment
  • Deploy the Subscription Manager
  • Data Stream Designer
  • Create Environment
  • Install Data Stream Designer
  • Deploy Data Stream Designer
  • App Designer
  • Create Environment
  • Install App Designer
  • Deploy App Designer
  • Upgrade
  • Uninstall Existing Wizards
  • Create a Snapshot
  • Subscription Manager
  • Data Stream Designer
  • App Designer
  • Appendix
  • SSL certificate in Certificate Manager
  • Create the EB Application URLs
  • Configure the security groups
  • Next Step: Complete Installation

Was this helpful?

Export as PDF
  1. Installation
  2. 2. Install XMPro

AWS

Last updated 11 days ago

Was this helpful?

Architecture

The following deployment diagram shows an example architecture and the necessary resources for the XMPro platform in AWS.

The solution is deployed as an auto-scaling Elastic Beanstalk Application with 3 environments:

  • SM – Subscription Manager

  • AD – Application Designer

  • DS – Data Stream Designer & API

These environments use Redis for a centralized Cache and RDS for database storage.

All data transfers are done via HTTPS and the SSL certificates are managed in AWS Certificate Manager.

There are two accounts set up: one for production and one for non-production. Both of these environments follow the above architecture and deployment.

Prerequisites

In order to proceed with the deployment, you are required to complete the steps in the 1. Preparation guide:

Two SSL Certificates are required

Resources

We are going to be deploying the following resources, please ensure you have the desired domain names ready.

  1. SQL RDS

  2. Parameter Store

  3. Elastic Beanstalk Application

  4. Elastic Beanstalk Environment – Subscription Manager

  5. Elastic Beanstalk Environment – App Designer

  6. Elastic Beanstalk Environment – Data Stream Designer & API

An example of preferred domain names is as follows; each set is for a specific account as per the architecture diagram.

For production:

  • https://sm-xmpro․domain․com

  • https://ad-xmpro․domain․com

  • https://ds-xmpro․domain․com

For non-production:

  • https://sm-nonprod-xmpro․domain․com

  • https://ad-nonprod-xmpro․domain․com

  • https://ds-nonprod-xmpro․domain․com

Install

ElastiCache

In the AWS Management Console, search for ElastiCache and navigate to it

  1. Click Create (or Get Started Now if visible).

  2. Select Redis, and click Create

  3. Configure Redis Cache:

    1. Provide a name for the cache.

    2. Select the node type based on workload requirements.

    3. Configure replication and parameter groups if needed.

    4. Leave other Redis options as defaults unless specific tuning is required.

  4. Network Configuration:

    1. Provide Subnet details.

    2. Select the VPC where Redis will be deployed.

    3. Ensure security group settings allow necessary access.

  5. Finalize Creation:

    1. Click Create to deploy the Redis cache

  6. Security Group Configuration:

    1. Navigate to EC2 in AWS Services.

    2. Under Network & Security, select Security Groups.

    3. Edit the relevant security group and add inbound rule for Redis Port 6379.

  7. Retrieve Redis Endpoint

    1. Once the cache is created, locate the Redis endpoint.

    2. This will be used later in the Redis Connection String.

Note:

  • SignalR Compatibility:

  • Security Best Practices:

    • Restrict access to Redis only to necessary sources.

    • Consider enabling TLS encryption for secure communication.

  • Performance Optimization:

Domain name DNS (Route 53/Hosting Zones)

  1. Log into Your Domain Registrar

    1. Access the DNS management section for your domain.

  2. Create a CNAME Record (For Subdomains)

    1. If you're pointing a subdomain (e.g., app.example.com), create a CNAME record.

    2. Set the CNAME value to your ALB’s DNS name (e.g., dualstack.albname.region.elb.amazonaws.com).

  3. Create an A Record (For Root Domains, If Supported)

    1. Some registrars allow A records to point to AWS ALBs, but many do not.

    2. If supported, create an A record and set it to the IP address of your ALB (not always recommended due to dynamic IP changes).

  4. Update Nameservers (If Needed)

    1. If your registrar requires external DNS management, you may need to update nameservers to AWS or another provider.

  5. Wait for DNS Propagation

    1. Changes may take a few minutes to 24 hours to fully propagate.

Considerations

  • CNAME records work best for ALBs since AWS load balancers don’t have static IPs.

  • If your registrar doesn’t support CNAME at the root domain, you may need a third-party DNS provider like Cloudflare or Route 53.

Amazon RDS Creation

In the AWS Management Console navigate to Aurora and RDS.

  1. In the navigation pane, click Databases and then click Create database.

  2. Select Standard create, SQL Server, and the desired Template for the database instance.

  3. Provide the DB instance Identifier, Username, and Password for the RDS database instance

  4. Click create.

  5. Once created, under Connectivity & Security, take note of the DB Identifier created.

Make a note of the following:

  • Endpoint - for example: aero-sql.cug4m2yk6h94.ap-south-1.rds.amazonaws.com

  • User - as specified earlier

  • Password - as specified earlier

6. The security group will need to be modified to allow inbound traffic this is done as follows:

6.1. Click the VPC security groups.

6.2. Select the Default security group, click Inbound then click Edit.

6.3. Add a new rule called MS SQL, with Protocol as TCP and Port Range as 1433; and click Save.

Parameter Store Identity and Access

In the AWS Management Console navigate to IAM.

  1. Create a New IAM Policy:

    1. Click Policies, then select Create Policy.

    2. Select Import managed policy.

  2. Import a Managed Policy for SSM Access:

    1. Search for AmazonSSMManagedInstanceCore and select it.

    2. Click Import.

  3. Add Additional Permissions for Parameter Store Access:

    1. Click Add additional permission.

    2. Choose Systems Manager as the service.

    3. Under Actions, select the following Read permissions:

      1. ssm:GetParameter

      2. ssm:GetParameters

      3. ssm:GetParametersByPath

    4. If write access is needed, also select ssm:PutParameter.

    5. Click Review Policy.

  4. Specify Resources to Limit Access Scope:

    1. Expand Resources.

    2. Instead of selecting All Resources, specify exact ARNs for the parameters needing access to ensure least privilege.

  5. Finalize the Policy Creation:

    1. Enter a Name and Description for the policy.

    2. Click Create Policy.

  6. Attach the Policy to the Appropriate Role:

    1. Search for the newly created policy.

    2. Select it and click Policy Actions.

    3. Choose Attach from the dropdown menu.

    4. Attach the policy to aws-elasticbeanstalk-service-role or another appropriate IAM role.

    5. Click Attach Policy.

By following these refined steps, you ensure that access to AWS Systems Manager Parameter Store is both controlled and optimized while maintaining security best practices.

Create Elastic Beanstalk Application

The first step in using AWS Elastic Beanstalk is to create an application, which represents your web application in AWS. In Elastic Beanstalk an application serves as a container for the environments that run your web app and for versions of your web app's source code, saved configurations, logs, and other artifacts that you create while using Elastic Beanstalk.

  1. Open the Elastic Beanstalk console, and then, in the regions drop-down list, select your region.

  2. In the navigation pane, choose Applications, and then click Create Application.

  3. Use the on-screen form to provide an application name and click Create.

You have successfully created the application. Next, we'll create the application's environments for each product: Subscription Manager, Data Stream Designer, and App Designer.

Subscription Manager

Create Environment

  1. Select the Application, click on Actions then click Create environment.

  2. Configure environment:

    1. Select Web server environment as the Environment tier.

    2. Provide the Environment name for Subscription Manager.

    3. Select .NET on Windows Server and select the supported version.

    4. Select Sample Application and under Presets, select Custom configuration.

    5. Click Next.

  3. Configure service access:

    1. Configure and click Next.

  4. Setup networking, database, and tags - optional:

    1. Configure and click Next.

  5. Configure Instance traffic and scaling:

    1. For the Listener Section, add a new listener with the following configure:

      1. Port: 443

      2. Protocol: HTTPS

      3. SSL certificate: Select the SSL certificate you added in the Certificate Manager earlier.

    2. For the Processes Section, select the default Process and under Actions click Edit and update to:

      1. Port: 443

      2. Protocol: HTTPS

      3. Health check\Path: /favicon.ico

      4. Sessions\Stickiness policy enabled: True

    3. Click Next

  6. Configure updates, monitoring, and logging – optional:

    1. Configure and click Next.

  7. Review:

    1. Review the previous configuration and click Submit.

  8. While the environment is created, take note of the load balancer created in the logs.

    1. e.g Created Load Balancer listener named: arn:aws:elasticloadbalancing:us-west-1:142725982179:listener/app/awseb-- AWSEB- itYC8AXwyswd/a0e5dc6a6ad0a418/fcd8ccc52761bd5d.

Hosting Zone Configuration

In the AWS Management Console navigate to Route 53.

  1. In the navigation pane, click Hosted Zones and find the one created for SM.

  2. Create a new record with the following configuration.

    1. Record name: keep blank

    2. Record type: A – Routes traffic to an IPv4 address and some AWS resources

    3. Alias: True

    4. Route trafic to:

      1. Endpoint: Alias to Application and Classic Load Balancer

      2. Region: The region of where the Environment was deployed

        1. Now supply the load balance created when Environment was deployed earlier.

Create S3 Bucket

Create the S3 Bucket

In the AWS Management Console, navigate to S3

  1. Click Create Bucket.

  2. Enter a unique bucket name and select your AWS region.

  3. Scroll down to the Block Public Access settings section.

  4. Uncheck "Block all public access" (AWS strongly recommends keeping this enabled for security reasons).

  5. Click Create bucket.

Configure Public Access

  1. Open your newly created bucket. 2. Go to the Permissions tab. 3. Under Bucket policy, click Edit and enter this policy:

    1. replace your-bucket-name with your actual bucket name.

{
    "Version": "2012-10-17", 
    "Statement": [
        {
            "Sid": "PublicReadGetObject",
            "Effect": "Allow",
            "Principal": "*",
            "Action": "s3:GetObject",
            "Resource": "arn:aws:s3:::your-bucket-name/*"
        }
    ]
}
  1. Click Save changes.

Set Public Object Permissions

  1. Navigate to the Objects tab inside your bucket.

  2. Upload a file and select it.

  3. Click Permissions and set Public access.

  4. Confirm changes.

Security Considerations

  • AWS strongly discourages making entire buckets publicly accessible due to security risks.

The signing certificate is between the end user and the load balancer. The instance SSL certificate is used between the instances and the load balancer.

Install Subscription Manager

  1. Run the installation wizard for Subscription Manager.

  2. Run the Subscription Manager installer as Administrator.

  1. Follow the instruction in the installation wizard: click Next.

  1. Select the Install option (1) and click Next (2).

  1. Tick Database (1), Web Application (2), select AWS Package (3), and click Next (4).

  1. Enter the secret store prefix (1), the S3 Bucket name from earlier (2), and click Next (3).

  1. Provide the Database connection details noted in the database creation steps:

    1. Provide the SQL endpoint (1)

    2. Change the SQL user to SQL Authentication and provide credentials (2)

    3. Optional: provide a new DB name or use the one provided (3)

  1. Select the installation path (1), the DNS name for the site (2), and click Next (3).

  1. Enter the Signing Certificate details:

    1. Browse to the certificate created earlier

    2. Enter the certificate password

    3. Select the subject name

    4. Select Local Machine

    5. Click Next

  2. Enter the Encryption Certificate details

    1. Browse to the certificate created earlier

    2. Enter the certificate password

    3. Select the subject name

    4. Select Local Machine

    5. Click Next

  3. Click Next once the installation has completed.

  1. Make a note of the Username and password, and click Finish.

Parameter Store Configuration

In the AWS Management Console navigate to AWS Systems Manager

  1. In the navigation pane, click Parameter Store, under Application Tools

  2. Click Create parameter

  3. Provide the name found in the App Secrets.xml file in the SM AWS Package previously created

  4. Set the Type as a SecureString

  5. For the value, provide the one found in App Secrets.xml

  6. Click Create Parameter

  7. Repeat for all values in the file

Preparing SSL Certificate Files for S3 Deployment

  1. Browse to the folder where SM was installed.

  2. Find the S3 Deployment Folder inside SM.

  3. Duplicate the Certificate Files

    1. Make a copy of the sign.pfx file and rename it to ssl.pfx.

    2. Make a copy of the sign.password.txt file and rename it to ssl.password.txt.

  4. Upload both ssl.pfx and ssl.password.txt to the S3 bucket you created earlier.

Deploy the Subscription Manager

Navigate back to Elastic Beanstalk and open the Environment page

  1. Click and navigate to the SM Environment you created earlier

  2. Click Upload and deploy

  3. Use the on-screen form to upload the zip file found in the SM AWS Package.

  4. Update the Version label if needed and click Deploy

  5. Navigate to the URL and log in using the following credentials:

    1. admin@xmpro․onxmpro․com

    2. Pass@word1

6. Reset the administrator password and store it securely in a password vault.

7. Click SM.

8. Click Products in the menu and click the Installation Profile button

  1. Enter a File Key and press OK to download the file

Data Stream Designer

Create Environment

In the AWS Management Console, navigate to Elastic Beanstalk.

  1. In the navigation pane, choose Applications

  2. Select the previously created application, expand Actions and choose Create environment.

  3. Follow the same instructions on environment creation as done for the Subscription Manager.

    1. Including the Hosting Zone Configuration section after the Load Balancer is created

Install Data Stream Designer

  1. Run the installation wizard for Data Stream Designer.

  2. Run the Data Stream Designer installer as Administrator.

  3. Follow the instruction in the installation wizard: click Next.

  4. Select Install (1) and click Next (2).

  1. Select the items as shown below and click Next.

  1. Provide a Prefix and the S3 Bucket name

  1. Provide the Database Details noted in the database creation steps:

    1. Provide the SQL endpoint

    2. Change the SQL user to SQL Authentication and provide credentials

    3. Optional: provide a new DB name or use the one provided

  1. Select the installation path (1), the DNS name for the site (2), and click Next (3).

  1. Browse to the downloaded installation profile and select it

  1. Login using the credentials for SM

  1. Click Next

  1. Once the installation completes, click Next

  1. Click Finish

Deploy Data Stream Designer

App Designer

Create Environment

In the AWS Management Console, navigate to Elastic Beanstalk.

  1. In the navigation pane, choose Applications

  2. Select the previously created application, expand Actions and choose Create environment.

  3. Follow the same instructions on environment creation as done for the Subscription Manager.

    1. Including the Hosting Zone Configuration section after the Load Balancer is created

Install App Designer

  1. Run the installation wizard for App Designer.

  2. Run the App Designer installer as Administrator.

  3. Follow the instruction in the installation wizard: click Next.

  1. Select Install and click Next.

  2. Select the items as below and click Next.

  1. Provide a Prefix and the S3 Bucket name

  1. Provide the Database connection details noted in the database creation steps:

    1. Provide the SQL endpoint

    2. Change the SQL user to SQL Authentication and provide credentials

    3. Optional: provide a new DB name or use the one provided

  1. Select the installation path (1), the DNS name for the site (2), and click Next (3).

  1. Provide the URL for the Data Stream Designer installed earlier, and click Next.

  1. Browse to the downloaded installation profile and select it. Click Next.

  1. Login with SM credentials to authenticate.

  1. Click Next.

  1. Click Next after the installation is complete.

  1. Click Finish.

Deploy App Designer

See troubleshooting if failed deployment

Troubleshooting

If the zip file created exceeds AWS 500mb upload limit, then the following steps can be taken:

  1. Open the unzipped file of the AWS Package

  2. Navigate to the following path, Package\ClientApp\dist

  3. Delete additional language packs that are not required.

  4. Navigate back to within the Package folder

  5. Select all files within the folder and create a new Package.zip

  6. Confirm size is less than the limit and redeploy with the new zip.

Upgrade

The following steps relate to upgrading an existing AWS deployment

Uninstall Existing Wizards

This only applies if the machine used to generate the AWS package has older versions of the wizard installed.

  1. From the start menu select one of the XMPro Products and right-click it.

  2. Click Uninstall.

  3. Select XMPro Subscription Manager from the list of programs displayed.

  4. Click Uninstall.

  5. When prompted to confirm uninstall click Yes.

  6. Click Next

  7. When prompted to select the install to modify click Cancel. We do not want to remove the installed XMPro site, only the installer.

  8. Repeat for all the installers.

Create a Snapshot

In AWS Console navigate to Aurora and RDS

  1. In the navigation pane, click Databases

  2. Select the existing instance, expand Actions and click Take snapshot

  3. Provide a Snapshot name and click Take snapshot.

Subscription Manager

AWS Package Creation

  1. Run the installation wizard for Subscription Manager.

  2. Run Subscription manager as Administrator.

  3. Follow the instruction in the installation wizard: click Next.

  4. Select the Install option (1) and click Next (2).

    1. Do not select Upgrade

  5. Tick Web Application(1), select AWS Package (2), and click Next (3)

    1. Exclude the Database component

  6. Enter the secret store prefix (1), the S3 Bucket name from earlier (2), and click Next (3)

  7. Provide the Database connection details noted in the database creation steps:

    1. Provide the SQL endpoint (1)

    2. Change the SQL user to SQL Authentication and provide credentials (2)

    3. Select existing SM database created earlier (3)

    4. Click Next (4)

  8. Select the installation path (1), the DNS name for the site (2), and click Next (3).

  9. Enter the Signing Certificate details:

    1. Browse to the certificate created earlier

    2. Enter the certificate password

    3. Select the subject name

    4. Select Local Machine

    5. Click Next

  10. Enter the Encryption Certificate details

    1. Browse to the certificate created earlier

    2. Enter the certificate password

    3. Select the subject name

    4. Select Local Machine

    5. Click Next

  11. Click Next once the installation has completed.

  12. Click Finish

Deploy Subscription Manager

Navigate back to Elastic Beanstalk and open the Environment page

  1. Click and navigate to the SM Environment you created earlier

  2. Click Upload and deploy

  3. Use the on-screen form to upload the zip file found in the SM AWS Package.

  4. Update the Version label if needed and click Deploy

Troubleshooting

If deployment fails due to locked SM log files, follow these steps:

  1. Open the configuration of the Subscription Manager environment

  2. Click and navigate to Service access.

  3. Add EC2 key pair and click Apply

  4. Wait for the environment to complete auto-healing - the load balancer will automatically start a new app service.

  5. In AWS Console, navigate to EC2 and click Instances in the navigation pane

  6. Observe the Environment may appear twice, select the one with a Running for its Instance state.

    1. as mentioned in Step 4, the duplicate is because of the termination.

  7. Click the RDP client tab and click Download remote desktop file

  8. Now click Get password

  9. On the Get Windows password page

    1. Upload a private key file paired with that EC2 Key pair

    2. Click Decrypt password

  10. Now copy the now visible password, where Get password was previously

  11. Connect to the service using the downloaded RDP file

  12. Open IIS, and click Stop on the server level

  13. Repeat Deployment steps (IIS will restart after deployment)

Data Stream Designer

AWS Package Creation

  1. Run the installation wizard for Data Stream Designer.

  2. Run Data Stream Designer as Administrator.

  3. Follow the instruction in the installation wizard: click Next.

  4. Select the Install option (1) and click Next (2).

    1. Do not select Upgrade

  5. Tick Web Application(1), select AWS Package (2), and click Next (3)

    1. Exclude the Database component

    2. Also, Leave Configure Subscription Manager

  6. Enter the secret store prefix (1), the S3 Bucket name from earlier (2), and click Next (3).

  7. Select the installation path (1), the DNS name for the site (2), and click Next (3).

  8. Click Next once the installation has completed.

  9. Click Finish

Deploy Data Stream Designer

Navigate back to Elastic Beanstalk and open the Environment page

  1. Click and navigate to the DS Environment you created earlier

  2. Click Upload and deploy

  3. Use the on-screen form to upload the zip file found in the DS AWS Package.

  4. Update the Version label if needed and click Deploy

App Designer

AWS Package Creation

  1. Run the installation wizard for App Designer.

  2. Run the App Designer installer as Administrator.

  3. Follow the instruction in the installation wizard: click Next.

  4. Select the Install option (1) and click Next (2).

    1. Do not select Upgrade

  5. Tick Web Application(1), select AWS Package (2), and click Next (3)

    1. Exclude the Database component and Configure Subscription Manager

  6. Enter the secret store prefix (1), the S3 Bucket name from earlier (2), and click Next (3).

  7. Select the installation path (1), the DNS name for the site (2), and click Next (3).

  8. Click Next once the installation has completed.

  9. Click Finish.

Deploy App Designer

Navigate back to Elastic Beanstalk and open the Environment page

  1. Click and navigate to the AD Environment you created earlier

  2. Click Upload and deploy

  3. Use the on-screen form to upload the zip file found in the AD AWS Package.

  4. Update the Version label if needed and click Deploy

Troubleshooting

Appendix

SSL certificate in Certificate Manager

In the AWS console go to the Certificate Manager

  • Select the region the SSL Certificate is required in

  • The certificate can be either imported or a new certificate can be requested.

To request a new certificate

  1. Click Get started under Provision Certificate

2. Click Request a certificate

3. Enter the certificate domain name and click Next

4. Select the DNS validation method and click Next

5. Review your settings and click Confirm and request if correct

6. Once the DNS configuration file becomes available, click Continue

7. Contact your IT administrator to complete the DNS verification by adding the CNAME record to your website DNS

8. Once the DNS verification is complete the SSL certificate is added to your certificate manager for the specified region

To import a certificate

  1. Click Get started under Provision Certificate

2. Click Import a certificate

3. Complete the certificate detail and click Next to import the certificate

Create the EB Application URLs

  1. Search for ElastiCache in the Services dropdown and select it.

2. In the left-hand panel, click Hosted Zones.

3. Click Create Hosted Zone.

  1. In the right-hand panel complete the Domain Name using the domain name you created the SSL certificate for and click Create.

5. Click Create Record Set.

6. Change Alias to Yes, then go to EC2 in AWS services and scroll down to Load Balancing and click Load Balancers.

7. Select a Load Balancer and click Tags to identify what Application is serviced by the selected Load Balancer.

8. When the correct Load Balancer for the Application is identified, click the Description Tab.

9. Copy the DNS Name for the Load Balancer. Go back to the Record Set you created in Route 53.

10. Paste the Load Balancer DNS address in the Alias Target field and click Create.

This needs to be completed for each ELB Application.

11. The NS values must be provided to you by the DNS Administrator to create the NS records in the Domain DNS records. This needs to be completed for each ELB Application.

Configure the security groups

  1. In the AWS Management Console, choose EC2 under Compute in the Services drop-down.

  2. Click Security Groups under the NETWORK & SECURITY option.

3. Click Create security group.

4. Create the RDS_security_group and select the VPC.

5. Add the following rules and replace the source with the security groups assigned to the environments you created earlier.

6. Create an additional security group called REDIS_Cache_security_group.

7. Add these rules again using the security groups for the environments created earlier as the source.

8. In Elastic Beanstalk, select the environment you want to change.

9. Click Configuration in the left pane

10. Remove the default security group and click Apply. Do this for all the environments.

11. In Services, selects RDS and click Databases.

12. Select your RDS database and click Modify.

13. Scroll down to Network and Security. Select the RDS security group you created earlier and remove the default security group.

14. Scroll down and click Continue.

15. Select Apply Immediately and click Modify DB Instance.

16. Select ElastCache from Services and click Redis.

17. Select the Redis Cache you created earlier and from Actions click Modify.

18. Edit the Security Groups

19. Remove the default security groups and add the Redis Cache security group created earlier. Click save and modify.

Next Step: Complete Installation

The installation of the XMPro Platform is now complete, but there are some environment setup steps before you can use the platform. Please click the below link for further instructions:

Meet the

Install the

Follow the

An SSL Certificate in AWS Certificate Manager, used by IIS (See the guide).\

An SSL Certificate, used by the SM instance (added to the during the installation). Create or ask your administrator for an SSL certificate with the correct DNS name. A self-signed certificate is good enough. There are many ways to generate this certificate, one of which is described in the above guide. Please note the file names must be called ssl.pfx and ssl.password.txt.

Log on to the and switch to the region you want to deploy the solution in, you will need Administrative rights to the subscription to complete the deployment.

Currently, SignalR doesn’t support Redis Clusters ()

Sticky Sessions must be used for SignalR ()

If scaling is required, consider Cluster Mode enabled for Redis ().

For the Capacity section, select Load Balanced under Environment Type and set the required Instance Min and Max to 1. (More information can be found ).

Enter the SMTP details referenced in the guide and click Test SMTP settings (1), If successful, click Next (2).

Repeat same steps as SM for the

Repeat steps 1 - 4 as SM for

Enter the SMTP details referenced in the guide and click Next.

Enter the Twilio details referenced in the guide and click Next. If you don't want SMS notifications you can select "None" from the "Select Provider" dropdown.

Repeat same steps as SM for the

Repeat steps 1 - 4 as SM for

Enter the SMTP details referenced in the guide and click Test SMTP settings (1), If successful, click Next (2).

Enter the SMTP details referenced in the guide and click Test SMTP settings (1), If successful, click Next (2).

Enter the Twilio details referenced in the guide and click Next. If you don't want SMS notifications you can select "None" from the "Select Provider" dropdown.

AWS Management Console
Microsoft Docs
Microsoft Docs
AWS Guide
here
https://github.com/XMPro/public-docs/blob/main/docs/installation/3.-complete-installation
Appendix
Parameter Store Configuration
Deploy the Subscription Manager
Parameter Store Configuration
Deploy the Subscription Manager
S3 Bucket
hardware requirements
software requirements
certificate and communication steps
1. Preparation
1. Preparation
1. Preparation
1. Preparation
1. Preparation
1. Preparation
1. Preparation
Fig 1: Example XMPro architecture in AWS