Install
Subscription Manager
Start the installation process by running the Subscription Manager.exe file, received from your XMPro.

Click the "I Agree" button and press "Next"

Follow the instructions and when the installation is finished click "Close"

When this initial installation is complete, open the start menu
Search for "XMPro Subscription Manager" and click on Run as Administrator

Component Choice
When the installer launches, choose “Install” and click "Next"

Select the components that you would like to install and click "Next"

Database
Server
Select the server instance to which you would like to connect

Authentication Method
Specify the authentication method that should be used: Windows or SQL
9.1. Windows Authentication: you may leave the options as is
Warning: Configure a service account that can be used for Windows authentication.
9.2. SQL authentication:
Click the "Change" button
Select the “Use SQL Authentication” option
Enter the username and password of the SQL Server instance you’re connecting to
Warning: The SQL user must have permission to create databases on the server.

Database
To change the pre-populated name of the new database or to select to use an existing database:
Click the "Change" button
Make the changes needed by selecting the correct option
Specify the name of the new database or select an existing database from the drop-down

Web Application
DNS Name
Verify if your DNS name is correct, if not, edit the value to contain the correct DNS name
https://localhost/xmprosubscriptionmanager
localhost
xmprosubscriptionmanager
https://vm-qa-win2022-2/xmprosubscriptionmanager
vm-qa-win2022-2
xmprosubscriptionmanager
https://demo.azurewebsites.com
demo.azurewebsites.com
Virtual Directory
Select the parent site from the Web Site drop-down
Verify if the value in the content directory field is correct. If not, apply any changes needed
Application Pool
If you wish to change this name or use an existing application pool, click the Change button
Either select the “Create a new Application Pool” or “Use an existing Application Pool” option

Security Account
Select a security account that can be used

Warning: If you selected Windows authentication to connect to the database, you must choose “Specify your own Security Account” and provide the correct credentials. The service account must have batch logon rights enabled. More Information on how to set up a custom application pool in IIS as well as steps on how to enable batch logon rights can be found in this link.
SMTP
Enter the SMTP details referenced in the 1. Preparation guide. By default, the "Enable Email Notification" is checked.

Warning: You are required to set up an SMTP account. Failing to do so will make registering new users very cumbersome.
Check your connection to the email server using the "Test SMTP settings" button.
Certificates
During the installation process, you will be asked to upload two certificates: a signing certificate and an encryption certificate. You may use the same certificate for both options. The instructions on how to create a certificate can be found in the Installing Prerequisites guide.
Signing Certificate
Start by browsing to a suitable .pfx certificate file. Specify the password for the certificate
Use the dropdown to select "Subject Name"

Encryption Certificate
Start by browsing to a suitable .pfx certificate file. Specify the password for the certificate
Use the dropdown to select "Subject Name"

Warning: Both certificates must contain a private key.
Final Steps
Continue through the wizard, confirm the installation and the components will be installed

Warning: Note the username and password on the last screen of the installer. This user has been created during installation as Subscription Manager itself needs at least one user in the system. Without it, you cannot add other users.
Change the password of the default user to a new, secure password after logging in for the first time.
Accessing the Website
Using Web Browser
Access the website by putting the URL into your browser

Obtaining an Installation Profile
To install the Data Stream Designer and App Designer, you will need an Installation Profile.
Navigate to the XMPro Subscription Manager site as above using the Global Admin Login Details
Go to the Subscription Manager page
Click Products in the menu and click the Installation Profile button

Enter a File Key and press OK to download the file
Warning: Remember the file key as it is needed when installing Data Stream Designer and App Designer.

Optional: IIS User Permissions
If you’ve chosen to use a custom service account during installation, you may have to perform an extra step. An error may be shown after logging into Subscription Manager, even after giving the IIS_USRS group permission on the signing certificate private keys. The error would be as follow: “We could not grant you access to the requested subscription. There was an unexpected error“. The logs would also contain the following error: “System.Security.Cryptography.CryptographicException: Keyset does not exist“.
To solve this issue, use this article as a guideline to grant access for the Application Pool Identity (in some cases a domain account) on the signing certificate private keys.
Data Stream Designer
Start the installation process by running the Data Stream Designer.exe that you've received from XMPro.

Click the "I Agree" button and press "Next"

Follow the instructions and when the installation is finished click "Close"

When this initial installation is complete, open the start menu
Search for "Data Stream Designer" and click on Run as Administrator

Component Choice
When the installer launches, choose “Install”

Select the components that you would like to install

Database
Server
Select the server instance you would like to connect to.

Authentication Method
Specify the authentication method that should be used: Windows or SQL
9.1. Windows Authentication: you may leave the options as is
Warning: Configure a service account that can be used for Windows authentication.
9.2. SQL Authentication:
To connect to the database using SQL Server authentication, click the "Change" button
Select the “Use SQL Authentication” option
Enter the username and password of the SQL Server instance you’re connecting to
Warning: The SQL user must have permission to create databases on the server.

Database
To change the pre-populated name of the new database or to select to use an existing database:
Click the "Change" button and select the appropriate option
Specify the name of the new database or select an existing database from the drop-down

Encryption Upgrade
If you are upgrading from 4.0 to 4.1+, you will be shown the Encryption Upgrade Settings page. This will assist you in migrating existing Server Variables to the new method of encryption.
To upgrade existing Server Variables, the details of the Subscription Manager database are required, not the Data Stream Designer database (provided on the previous page).
Upgrade Server Variables?
Tick to automatically upgrade the Server Variables. It is recommended, but not required. None of the other settings on this page are required if you choose not to upgrade.

Server
Select the server instance you want to connect to
Authentication Method
Specify the authentication method that should be used: Windows or SQL
Database
Select the Subscription Manager database and click Next
Web Application
DNS Name
Verify if your DNS name is correct. If not, edit the value to contain the correct DNS name
https://localhost/xmprosubscriptionmanager
localhost
datastreams
https://vm-qa-win2022-2/xmprosubscriptionmanager
vm-qa-win2022-2
datastreams
https://demo.azurewebsites.com
demo.azurewebsites.com
Virtual Directory
Select the parent site from the Web Site drop-down
Verify the value in the content directory field. If incorrect, apply any changes needed
Application Pool
If you wish to change the name or use an existing application pool, click the Change button
Either select the “Create a new Application Pool” or “Use an existing Application Pool” option

Security Account
Select "Local System" as the security account.

Warning: If you selected Windows authentication to connect to the database, you must choose “Specify your own Security Account” and provide the correct credentials. The service account must have batch logon rights enabled. More Information on how to set up a custom application pool in IIS as well as steps on how to enable batch logon rights can be found in this link.
Installation Profile
Click the Browse button to upload an installation profile for Subscription Manager
Select a file and click "Next"

After you press "Next", authenticate yourself using Subscription Manager credentials

Warning: If you are unable to sign in at this step, please follow this link to disable Internet Explorer Enhanced Security Configuration.
Final Steps
Continue through the wizard, confirm the installation and the components will be installed
App Designer
Start the installation process by running the App Designer.exe file that you've received from XMPro.

Click the "I Agree" button and press "Next"

Follow the instructions and click "Close" when the installation is finished

When this initial installation is complete, open the start menu
Search for "App Designer" and click on Run as Administrator

Component Choice
When the installer launches, choose “Install” and click "Next"

Select the components that you would like to install and click "Next"

Database
Server
Select the server instance you would like to connect to

Authentication Method
Specify the authentication method that should be used: Windows or SQL
9.1. Windows Authentication: you may leave the options as is
Warning: Configure a service account that can be used for Windows authentication
9.2. SQL Authentication:
Click the "Change" button
Select the “Use SQL Authentication” option
Enter the username and password of the SQL Server instance you’re connecting to
Warning: The SQL user must have permission to create databases on the server.

Database
To change the pre-populated name of the new database or to select to use an existing database:
Click the "Change" button and select the appropriate option
Specify the name of the new database or select an existing database from the drop-down

Encryption Upgrade
If you are upgrading from 4.0 to 4.1 or greater, you will be shown the Encryption Upgrade Settings page. This will assist you in migrating existing Server Variables and Connector settings to the new method of encryption.
To upgrade existing Server Variables, the details of the Subscription Manager database is required, not the Data Stream Designer database (provided on the previous page).
App Designer Encryption Key
Enter the App Designer Encryption Key

Upgrade Server Variables?
Tick to automatically upgrade the Server Variables. It is recommended, but not required. None of the other settings on this page are required if you choose not to upgrade.
Server
Select the server instance you want to connect to
Authentication Method
Specify the authentication method that should be used: Windows or SQL
Database
Select the Subscription Manager database and click Next
Web Application
DNS Name
Verify if your DNS name is correct, if not, edit the value to contain the correct DNS name
https://localhost/xmprosubscriptionmanager
localhost
xmprosubscriptionmanager
https://vm-qa-win2022-2/xmprosubscriptionmanager
vm-qa-win2022-2
xmprosubscriptionmanager
https://demo.azurewebsites.com
demo.azurewebsites.com
Virtual Directory
Select the parent site from the Web Site drop-down
Verify if the value in the content directory field is correct. If not, apply any changes needed
Application Pool
If you wish to change this name or use an existing application pool, click the Change button
Either select the “Create a new Application Pool” or “Use an existing Application Pool” option

Security Account
Select "Local System" as the security account

Warning: If you selected Windows authentication to connect to the database, you must choose “Specify your own Security Account” and provide the correct credentials. The service account must have batch logon rights enabled. More Information on how to set up a custom application pool in IIS as well as steps on how to enable batch logon rights can be found in this link.
Integration Details
Type in the URL of Data Stream designer in the text box

SMTP
Enter the SMTP settings referenced in the 1. Preparation guide. By default, the "Enable Email Notification" is checked.

Warning: You are required to set up an SMTP account. Failing to do so will make registering new users very cumbersome.
It is highly recommended to check your connection to the email server using the "Test SMTP settings" button.
Twilio (Optional)
Enter the Twilio details referenced in the 1. Preparation guide. If you don't want SMS notifications you can select "None" from the "Select Provider" dropdown.

Installation Profile
Click the Browse button to upload an installation profile for Subscription Manager
Select a file and click "Next"

After you press "Next", authenticate yourself using Subscription Manager credentials

Warning: If you are unable to sign in at this step, please follow this link to disable Internet Explorer Enhanced Security Configuration.
Final Steps
Continue through the wizard, confirm the installation and the components will be installed
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:
https://github.com/XMPro/public-docs/blob/main/docs/installation/3.-complete-installationLast updated
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