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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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