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Step by step :
 Configuring SmartsIntegrator after installation

After installing SmartsIntegrator, there are a couple of tasks you need to undertake before it is ready for action.  These relate to licensing, configuring the database or databases, and configuring the SmartsIntegrator servers (which will actually do the processing work).

To start, run the SmartsIntegrator Explorer from the SmartsIntegrator group in the Start menu.  If the software has not yet been licensed, you should be prompted to enter a license key.  You can obtain a trial license key from http://smartsintegrator.com/TrialLicense.aspx, or a full license key from http://smartsintegrator.com/ReleaseLicense.aspx.  Contact support@smartsintegrator.com for any assistance with this if required.

After successfully entering a license code, you should then be prompted to select a SmartsIntegrator database.  This is the repository that will hold all of your SmartsIntegrator data.  By default one database is used for configuration, messaging and tracking data, although you can if you wish specify separate databases for messaging and tracking as detailed shortly.  The following form is presented :



Using this form you can either select an existing database or create a new one.  If you are running SmartsIntegrator for the first time, you will need to create a new database, so select the 'Create a new database' option.



Currently SQLServer (2000/2005 or 2008), SQLExpress and MSDE repositories are supported (all classed as SQLServer).  If you wish you can download SQLExpress free from Microsoft via the link provided.  With both SQLExpress and MSDE you should take care to check that your tracking requirements will not exceed the 2GB limit applicable to both of these platforms.

Download and install SQLExpress if required, or enter the details of a SQLServer instance.  For SQLServer you require the server name (which can (local) for the local machine, or (local)\SQLExpress for the local SQLExpress instance, and otherwise a server name or IP address optionally with an instance name separated by a backslash), a name for the new database (which defaults to SmartsIntegratorDatabase), and optionally a username and password. 

Note that at any time you can return to this Connection form by using the context (right-click) menu anywhere in the SmartsIntegrator Explorer tree, and selecting Connect...

As detailed you can also specify separate databases for messaging (that is current state) data, and for tracking (historic data).  To do this, select Static Configuration / Settings from the SmartsIntegrator Explorer tree, and then edit the MessageDatabaseConnectionString and/or TrackingDatabaseConnectionString properties under the DatabaseSettings header.  The easiest way to edit these strings is to click in the cell and select the dropdown, then click '<Select>'.  You may prefer to separate out your data to facilitate a separation of state and behaviour, for easier or more logical backups, for enhanced scalability and performance, to facilitate business intelligence configuration, or for reasons specific to your particular network configuration.



The final stage in initial configuration relates to configuring a SmartsIntegrator Server.  A Server is a Windows Service that actually performs work.  Server roles include running Ports and Workflows and sending email.  Receive and Send Ports are assigned to one or more Servers, and in order for Workflows to execute at least one Server must be designated to run Workflows.  In order to send emails, at least one Server must be designated to send emails.

Each Server runs under a set of credentials, and these credentials determine the Server access rights.  For example if a Server executes a File Receive Port, the credentials under which that Server runs will determine the files it can access.  Multiple Servers can be defined per machine.

SmartsIntegrator should prompt you if no Servers are registered, and offer to help you define a new Server.  Without any Servers defined, SmartsIntegrator cannot do any work.

The following form should be presented, which can also be obtained by visiting the Servers node in the SmartsIntegrator Explorer tree :



To register a new Server, simply give it a name, specify the machine on which it will run (which must have SmartsIntegrator installed and the SmartsIntegrator Management Service started), and specify a set of credentials.  You should also specify SMTP details if the Server will send email, and specify whether the Server will run Workflows.

The credentials provided must be able to access the SmartsIntegrator database/s configured earlier.  If you are using SQLServer, a database role called wt_operatingAccount has been defined that defines the minimum permissions required for a SmartsIntegrator Server account.

The 'Use Deployed Versions' checkbox allows you to lock this server down to running versions of Schemas, Maps and Workflows that are flagged as the deployed version.  In this way a release Server can continue to run using a flagged version of a resource whilst that resource is being worked upon by developers.  You specify the deployed version of a resource by using the 'Deploy' button on the properties form shown on selecting the item concerned in the SmartsIntegrator Explorer tree.

It should not be necessary to alter the Management Port number from the default of 3899 unless it has been necessary to alter the SmartsIntegrator Management Port for the machine on which the Server will run.  An alternative port for a machine can be specified at registry location HKEY_LOCAL_MACHINE/SmartsIntegrator/ServicePort.

Click OK, and the Service is ready for action.  Right click on the Server, and select Start.



SmartsIntegrator is now ready for action, and you can start defining Schemas, Maps, Ports and Workflows.

See Step 2 : Simple Messaging Scenario...

 
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