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Target Audience:

CAST AI Administrators

Summary:

  • This section describes how to run the CAST AIP setup.exe, i.e. the installation of a dedicated workstation (known as the CAST Administration workstation) with all CAST end-user applications and optionally the installation of the CAST Storage Service to host the Storage item (CAST databases).
  • This section describes the installation of ALL CAST components (i.e. end-user applications and the CAST Storage Service) on one dedicated machine. Also see Overview of CAST Application Intelligence Platform for more information.
  • Note that existing versions of CAST AIP can co-exist with the current version of CAST AIP on the same machine, provided that the installation locations are different.

Installing a full baseline version (i.e. CAST 8.1.0)

CAST Storage Service (CSS) 2

If you decide to use the CAST Storage Service (a dedicated database system provided by CAST) to host the Storage components (the CAST schemas: Management Service, Analysis Service, Dashboard Service and Measurement Service) instead of using a commercially available (and supported) RDBMS (such as Microsoft SQL Server or Oracle Server), you will need to decide where to host this service at this point. If the current machine meets necessary hardware pre-requisites and the deployment is small (see Deployment - sizing and security for more information), then you can choose to install the CAST Storage Service on the same dedicated machine as used for the CAST Management Studio. If so, choose Full Installation in the Windows installer.

In larger deployments, a dedicated physical machine for the Storage components is recommended. As such, you will need to choose the All Application Intelligence Platform Applications option in the setup.exe (which does not include the CAST Storage Service) and then subsequently install only the CAST Storage Service on the dedicated machine using the CAST Storage Service option in the setup.exe (see Appendix - Explanation of auto installer options).

  • Note that CAST Storage Service 2 is 64bit, therefore the machine that will host the CAST Storage Service, must run a 64bit version of a supported Operating System.
  • CAST Storage Service 1 and CAST Storage Service 2 can coexist on the same machine provided that you install them in separate folders and use different folders for the data (db_data). Both use different port numbers and different entries in the Windows services list.
  • In CAST AIP 8.x, the CAST Management Studio and other CAST end-user applications are not authorized to connect to the CAST Storage Service 1 (32bit version). If you have existing CAST databases (CAST Analysis/Dashboard/Management Services) running on CSS 1 you need to install CSS 2 and upgrade your CAST databases to CSS 2. See Upgrade CAST schemas to CSS2 (part of the Upgrading CAST AIP).
  • For using the CAST Application Analytics Dashboard, you MUST install the CAST Storage Service 2 - this is because the Measurement Service (additional database) required by the CAST Application Analytics Dashboard can ONLY be installed on CSS 2.
  • Please see the note in Technical Information about using pgAdmin III if you have CSS1 and CSS2 installed on the same machine.

Installation requirements

Please see Appendix - CAST Administration workstation installation and hardware requirements for more information about hardware and installation requirements.

Pre-installation check list

Before beginning the installation process, please ensure that you have carried out all of the following tasks and that the following requirements have been met:

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Ensure you have read all Release Notes accompanying CAST products for any last-minute information. In particular, please read: Supported Platforms, Supported Character Sets, Hardware Requirements, Functional Information and Technical Information.

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If using the CAST Storage Service, decide where this will be installed - current machine or separate dedicated machine

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Ensure that the machine to be used for the CAST Administration workstation meets all hardware and operating system requirements (see Appendix - CAST Administration workstation installation and hardware requirements)

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Ensure that your user login on the CAST Administration workstation has sufficient user privileges to install applications (see Appendix - CAST Administration workstation installation and hardware requirements)

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Make sure that the CAST Administration workstation can access any necessary network resources (such as a machine to be used to host the Storage component)

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CAST AIP is delivered in a ZIP file (containing the CAST setup.exe). Make sure you have the required ZIP file ready.

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Unzip the ZIP file to a convenient location on the workstation

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Make sure that you disable your anti-virus software prior to launching the CAST setup.exe

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Familiarize yourself with the various setup options (see Appendix - Explanation of auto installer options)

Installation procedure

  • Launch the setup.bat file located in the folder created during the unzip process:

  • Click Next and then read and accept the License Agreement
  • Choose a location for the CAST components - the setup will propose: %PROGRAMFILES%\CAST\8.1

Please note that – generally speaking – the installation path must only contain ASCII characters or characters of the language (or language group) of your Windows operating system. For more details, see Characters allowed in the installation path in Appendix - CAST Administration workstation installation and hardware requirements for more information.

  • Choose an installation type - for the CAST Administration workstation which will also host the CAST Storage Service, CAST recommends choosing the Full Installation option. See Appendix - Explanation of auto installer options for more information about each option.

Please note that the Full Installation option automatically includes the installation of:

  • CAST Storage Service > remember that if the current machine is NOT going to host the Storage components, or you intend NOT to use the CAST Storage Service (i.e. you are using a commercially available RDBMS), you need to use the All Application Intelligence Platform Applications option, otherwise the item WILL be installed.
  • The installation process will then start - all selected components will be installed to the location you choose.
  • If you selected to install the CAST Storage Service option, then you will be prompted to choose the default installation location:

  • You will also be prompted to choose the location for CAST Storage Service data storage and the port number for incoming connections to the CAST Storage Service. CAST recommends leaving both options to their defaults unless you know what you want to achieve:

  • A summary of the install and details about the CAST Storage Service will then be displayed:

  • On completion, CAST AIP will be ready for use. The setup will then offer to launch CAST Server Manager so that you can install the Storage component (see Install CAST schemas) to the CAST Storage Service or to a commercial RDBMS:

  • If you would like more information about what is installed when you choose to install the CAST Storage Service, please see Appendix - what to expect after installing the CAST Storage Service.
  • If you would like to modify the locations CAST applications use to store temporary and other required data, please see Appendix - Modifying default CAST data storage locations.

Deploying the CAST applications to end-user workstations

This section describes how to deploy the CAST end-user applications (CAST Enlighten, CAST Report Center, etc.) to your team's workstations. What makes this slightly different is that you can use an automated setup process if your team is quite large.

Installation requirements

Please note also that access to the CAST databases may be required to use certain CAST end-user software applications.

  • Whatever your network architecture, if your CAST databases are hosted on a Microsoft SQL Server, you may need to create an ODBC entry to your target server.
  • Whatever your network architecture, if your CAST databases are hosted on an Oracle Server, you may need to install a compatible client connection layer. Note that if you do not have sufficient rights to install the full Oracle client, installing the "Application Development" and "Configuration and Migration Tools" components will be sufficient.

Manual workstation installation procedure

The installation process for the end-user workstation is relatively simple:

  • Make sure you have the necessary privileges (see above)
  • Make sure that you disable your anti-virus software prior to launching the CAST Setup program
  • Make sure you have the required CAST zip file ready (containing the CAST Setup)
  • Unzip it to the target workstation
  • Launch the setup.bat file located in the folder created during the unzip process
  • Accept the license agreement
  • Choose a location for the CAST components
  • Choose an installation type - for end-user workstations, select the All Application Intelligence Platform Applications option. See Appendix - Explanation of auto installer options for more information about each option.

Automated workstation installation procedure

If you need to install the end-user applications on a large number of workstations (10+, 100+ PCs) in exactly the same way, you may consider the possibility of automating this process using the command-line parameters of the CAST Setup module. This will launch the setup installer unattended.

  • First choose a workstation and open the Command Prompt (Start > Run > cmd). Change the folder and/or directory and/or drive to that containing the CAST SETUP.EXE file (this is located in the "data" folder that is created from the CAST AIP zip file):

  • Then use the option /r as follows:
setup.exe /r /f1"n:\temp\setup.iss"
  • This will launch the InstallShield® as normal.
  • Define the setup you require.
Please ensure that you do NOT use the "back" button during the setup process to return to a previous screen - this will invalidate the "answer" file created at the end of the setup process.
  • Once the initial setup process has completed, an "answer" file named SETUP.ISS will be created at the location specified in the command line (in this example, this is n:\temp\setup.iss, which is a network location). This file contains all the parameters necessary to install CAST in exactly the same way as you have just done.
  • Now move onto the next workstation. Open the Command Prompt, move to the required location (where the CAST components have been stored) and enter:
setup.exe /s /f1"n:\temp\setup.iss"
  • InstallShield® will now open and run the installation unattended using the parameters saved to the SETUP.ISS file on the network - you will not need to intervene to move on through the various steps. The setup parameters will be identical to those defined in the first setup carried out on the first workstation and saved in the SETUP.ISS file.
  • You will notice the setup install process running on the workstation's task bar for the duration of the operation. When completed, InstallShield® will close automatically and CAST AIP will be ready to run.

Deploying CAST on Terminal Server or in a Citrix environment

Installing applications on a terminal server must be carried in a specific way to ensure they are usable by all users of the terminal server.

There are two modes in terminal server, Execute and Install. By default, all users are logged on in Execute mode, which means they can run programs etc. When you want to install an application so that it can be used by everyone, the Administrator should change to Install mode. The best way to install software is to use the Add/Remove programs control panel applet as this will automatically set the mode to Install during the installation and then back to Execute at the end. Alternatively you can manually change your mode to install by typing:

C:\> change user /install

To change back to execute use:

C:\> change user /execute

And to check your current mode use:

C:\> change user /query

Notes

  • Please also note that CAST AIP needs to write DATA to files located in the CAST AIP installation folder. Thus, all users must have write privileges for the folder containing CAST AIP components.
  • Please ensure that any Windows user designated to run CAST AIP over Citrix has already logged into the Windows machine hosting the Citrix environment. You can log in physically or via Remote Desktop - this ensures that the User profile is created and setup correctly. Without this, CAST cannot function.
  • Please ensure you also add the CAST_CURRENT_USER_PERSONAL_PATH key to the CastGlobalSettings.ini file (see the documentation here). You should set this key to a location that is specific to the current user, for example %UserProfile%\Documents\.

Which third-party items are installed with CAST AIP?

When you complete an installation using the CAST AIP setup, if they are not already installed and in addition to the CAST AIP components,the following third-party items will be installed to the target workstation:

  • Visual C++ 64-bit Redistributable Packages for Visual Studio 2013
  • Visual C++ 32-bit Redistributable Packages for Visual Studio 2013
  • Visual C++ 64-bit Redistributable Packages for Visual Studio 2010
  • .NET framework 4.5.2 (when required - if a more recent version is already present, then nothing is installed)
  • Microsoft Build Tools 2015 (BuildTools_Full.exe)

Installing a Service Pack (i.e. CAST AIP 8.1.1)

CAST ships updates to CAST AIP 8.1.0 in the form of Service Packs. These Service Packs are numbered starting 8.1.1. A Service Pack is best described as a collection of updates, fixes, or enhancements to the "baseline" CAST AIP 8.1.0 delivered in the form of a single installable package.

Things you should know about Service Packs

  • To install a Service Pack, you must already have a full "baseline" version of CAST AIP installed on the workstation. In this scenario, full baseline version means an installation of CAST AIP 8.1.0 made with the Full Installation or All Application Intelligence Platform Applications options in the CAST setup. In other words, partial installations of CAST AIP (for example, just CAST Enlighten or just the CAST Engineering Dashboard (via the .WAR)) are not supported and the Service Pack cannot be installed.
  • A Service Pack is limited to the installation of CAST AIP, and cannot be used to upgrade the CAST Storage Service.
  • A Service Pack can be installed over an existing Service Pack (for example CAST AIP 8.1.0 + SP1 + SP2)
  • Any files in the CAST AIP installation folder that have been removed or modified will be listed in an information popup during the Service Pack installation process. This is for information only and will not block the Service Pack installation. Any files that have changed in the Service Pack release, including those modified by the user, will be overwritten/replaced during the Service Pack installation process, however, a snapshot backup of the previous installation (see point below) is taken and individual files can be restored from this backup if necessary.

  • During the installation of the Service Pack, a "snapshot" backup of the entire previous installation is made and stored within the CAST AIP installation folder under backup\SP_<version>. This backup contains two ZIP files - one for the CAST AIP installation and one for the CAST AIP common files. These ZIP files are required if you want to uninstall a Service Pack, however, you can extract them should you need to restore individual files that were overwritten during the CAST AIP Service Pack installation:

  • CAST AIP 8.1.0 and any number of Service Packs can co-exist on the same workstation as separate entities, however, installing Service Pack 8.1.1 will transform CAST AIP 8.1.0 into CAST AIP 8.1.1
  • When a Service Pack is installed, an entry will be added to the Add/Remove Programs or Programs and Features entries in the Windows Control Panel. The entry for the existing baseline CAST AIP 8.1.0 will also remain.
  • When installing a Service Pack, CAST will manage the following folder locations, i.e. will automatically apply the updates to the following locations

    • The location of the installation of the Full Release
    • %CommonProgramFiles%\CAST\CAST\EnvProf - this location is used to store Environment Profiles.
  • On completion of the installation of a Service Pack, you will need to follow the Upgrading CAST AIP guide to upgrade CAST AIP 8.1.x databases/schemas to be compliant with the new Service Pack.
  • Service Packs can be uninstalled - please see Appendix - Uninstalling and reinstalling CAST for more information.

Pre-installation check list

Before beginning the installation process, please ensure that you have carried out all of the following tasks and that the following requirements have been met:

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Ensure you have read all Release Notes accompanying CAST products for any last-minute information

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Ensure that you have read Things you should know about Service Packs (see above) prior to starting the installation

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CAST AIP is delivered in a ZIP file (containing the CAST setup.exe). Make sure you have the required ZIP file ready

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Unzip the ZIP file to a convenient location on the workstation

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Make sure that you disable your anti-virus software prior to launching the CAST setup.exe

Service Pack installation procedure

  • Launch the setup.exe file located in the folder created during the unzip process and click Next
  • Accept the License Agreement and click Next

  • Click Install to start the process. A backup of the previous installation will now be made (see notes above)
  • If the Service Pack installer detects any changes to files in the CAST AIP installation folder, a popup message will be displayed informing you of this (this will not block the installation):

  • Click OK to continue the installation process.
  • On completion, the Service Pack will have been installed and the CAST Update Tool will then be launched enabling you to start the upgrade process - you will need to follow the Upgrading CAST AIP guide to upgrade CAST AIP 8.1.x databases/schemas to be compliant with the new Service Pack.

  • Finally, the Programs and Features section in the Control Panel will list the Service Pack(s) and the baseline version:

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