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Target audience:

CAST AI Administrators

Summary: This section explains how to install the CAST schemas. This equates to the installation of the CAST Management Service, CAST Analysis Service, CAST Dashboard Service and the CAST Measurement Service on the CAST Storage Service or on a commercially available and supported RDBMS (in this case this section also discusses any preparation that may be required for your particular RDBMS).

Whether you are installing the CAST schemas on a CAST Storage Service/RDBMS located on the CAST Administration workstation or on a dedicated machine (see Deployment - sizing and security for more information), the installation process needs to be carried out on the CAST Administration workstation using the executable CAST Server Manager (servman.exe).

Installation preparation: requirements and configuration

CAST assumes that you have already installed either the CAST Storage Service or your chosen RDBMS on either the CAST Administration workstation, or on a dedicated machine that can be accessed by the CAST Administration workstation. This guide does not provide instructions on how to install a commercially available RDBMS, but does provide information about how the RDBMS can be configured for use with CAST. Please see Appendix - RDBMS requirements and configuration for more information about installation requirements and RDBMS configuration. It is imperative that this section is read thoroughly before you embark on the Storage item installation process.

Please note that the CAST Storage Service requires no configuration prior to installing the CAST databases. It is pre-configured ready for use.

CAST database installation locations

Before installing any of the CAST schemas, you need to decide where you want to install them:

There are no limitations pertaining to the installation of all the CAST databases on the same CAST Storage Service/RDBMS, nor are there any limitations associated with having two or more identical CAST database types on the same CAST Storage Service/RDBMS.

In some cases, for performance, network, usage or administration reasons, you may, however, want to distribute CAST sites across multiple CAST Storage Services/RDBMS, unless you have already sized a dedicated Server powerful enough to handle all CAST databases. In this scenario and when you are specifically using multiple Microsoft SQL Servers to host your CAST databases, you must ensure that all CAST databases use the same collation across all host servers - see Appendix - RDBMS requirements and configuration for more information.

This guide explains how to install all databases on one single CAST Storage Service/RDBMS.

CAST schemas and Applications

CAST recommends that each Application you need to onboard and analyze with CAST is configured to have sole use of a "triplet" of CAST schemas as follows:

Application 1 uses:

If you need to analyze any additional Applications, CAST recommends that for each additional Application you install a new additional "triplet" of CAST schemas:

Application 2 uses:

With regard to Measurement Services that are required for the CAST Application Analytics Dashboard, you can choose to:

Example setup

One example setup (when using the CAST Storage Service) would be to:

CAST AIP extensions

CAST provides support for a variety of technologies through what are known as "extensions". An extension is a generic term for any kind of distinct addition to CAST AIP which can be downloaded, installed and upgraded separately. Extensions provided by CAST can provide support for the analysis of technologies such as PHP or the extraction of code from a Git repository, for example.

Extensions require installation and this can be done in two ways:

  1. During the installation of your CAST schemas
  2. After your CAST schemas have been installed

If you would like to install the extension during the installation of your CAST schemas, you must ensure that you have downloaded the required extension already. Please refer to Download your CAST AIP Extensions for more information about this.

Pre-installation check list

Before beginning the CAST database 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 the machine to be used to host the CAST Storage item (either the CAST Administration workstation or a dedicated machine) meets all hardware and operating system requirements (see Appendix - CAST Administration workstation installation and hardware requirements)

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If using a commercially available RDBMS (instead of the CAST Storage Service):

  • ensure that it is installed correctly. Pay particular attention to the way the RDBMS will manage case sensitivity compatibility through all components (see Appendix - RDBMS requirements and configuration).
  • ensure that your RDBMS login has sufficient privileges to create databases/schemas (see Appendix - RDBMS requirements and configuration).
  • whatever your network architecture, if your target RDBMS is a Microsoft SQL Server, you need to create a 64-bit ODBC entry on the CAST Administration workstation for this particular server type.
    if your target RDBMS is located on a dedicated machine separate from the machine used to host the CAST Administration workstation and is an Oracle Server, you may need to install a compatible 64-bit client connection layer on the CAST Administration workstation. 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.

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If the CAST Storage Service or RDBMS is installed on a remote dedicated machine:

  • Make sure that the CAST Administration workstation can access the remote dedicated machine over the network - this may entail creating appropriate firewall rules to allow the connection.
  • In the case of a commercially available RDBMS, some systems may require the installation of a supported RDBMS client connection layer (see the Release Notes).

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Decide whether you want to install the CAST databases in existing database/schemas or in new database/schemas - this guide assumes that you will install them in new database/schemas.

Note that you CANNOT use the installation options that install multiple databases in one go (see below) to install to existing database/schemas.

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If you want to install an extension with your new CAST schemas/databases, please refer to http://doc.castsoftware.com/help/topic/DOCEXT/Extension_download_and_installation.html for more information.

CAST Server Manager

To start the CAST database installation process, launch the CAST Server Manager executable (servman.exe) on the CAST Administration workstation.

Connection

When you first launch CAST Server Manager, depending on your environment and previous installation choices, one of two things will happen:

CAST Storage Service installed on CAST Administration workstation with the current version of the Windows installer

A connection profile to the CAST Storage Service is automatically created during the CAST Storage Service installation process (see Install CAST AIP components) and can be selected in the Open Server Connection dialog box (see below).

RDBMS installed on CAST Administration workstation

No connection profile is automatically created - you need to create your own connection profile (see below).

CAST Storage Service or RDBMS installed on remote dedicated machine

CAST Storage Service installed with previous version of CAST AIP

Using the auto created profile for CAST Storage Service

If a connection profile to the CAST Storage Service is automatically created, when you launch CAST Server Manager, the connection profile is then offered to you in the Open Server Connection Profile dialog box so that you can immediately connect to install the CAST databases:

Manually creating a connection profile for CAST Storage Service and other RDBMS

If the CAST Storage Service is installed on a remote machine, or you are using a commercially available and supported RDBMS to host the Storage item (whether on the CAST Administration workstation or on a dedicated machine), you will need to manually create a connection profile for the target CAST Storage Service/RDBMS which will host the CAST databases.

When launching CAST Server Manager, you will be prompted that no connection profiles exist - click Yes to continue:

  • For Microsoft SQL Server (whatever your network architecture):
    • you may first need to create a 64-bit ODBC entry on the CAST Administration workstation for this particular server type.
    • when creating a 64-bit ODBC entry, please do not create an alias for your Microsoft SQL Server and then use that alias in the CAST Server Manager Connection Profile (the installation will fail)
  • For Oracle Server(if the RDBMS is located on a dedicated machine separate from the machine used to host the CAST Administration workstation):
    • You may need to install a compatible 64-bit client connection layer on the CAST Administration workstation (see the Release Notes for a list of compatible client connection layers).
Microsoft SQL ServerCAST Storage Service/Oracle Server

Available installation options

Left column optionsRight column optionsWhat is installed?When should I choose this option?
Initial platform base(s) installationApplication Analytics platform installation

All four CAST database are installed automatically with the following suffixes:

  • Management Service (_MNGT)
  • Analysis Service (_LOCAL)
  • Dashboard Service (_CENTRAL)
  • Measurement Service (_MEASURE)

Choose this option if you are installing CAST AIP from scratch and require access to all functionality (and have appropriate licensing to do so).

Note this option is ONLY available if you are using the CAST Storage Service 2 as your chosen storage host. This is because the Measurement Service can only be installed on a CAST Storage Service 2.
Additional Analysis platform

Three CAST databases are installed automatically with the following suffixes:

  • Management Service (_MNGT)
  • Analysis Service (_LOCAL)
  • Dashboard Service (_CENTRAL)

Choose this option if:

  • you are installing a additional Management, Analysis and Dashboard Services to onboard additional Applications for analysis.
  • you are installing CAST on Oracle Server or Microsoft SQL Server
  • you are not licensed or do not intend to use the CAST Application Analytics Dashboard
CAST-MS onlyOnly the Management Service database is installed. You are free to choose the name of the database.Choose this option only if you require an additional Management Service, i.e. for situations where you are distributing the CAST databases across multiple host CAST Storage Services/RDBMS.
  • Additional Knowledge Base
  • Additional Central Base
  • Additional Measurement Base
  • General
  • Produce Information
  • User Interaction
One additional CAST database is installed: the type depends on the option you have selected.

Choose these options only if you require additional Analysis, Dashboard or Measurement Services, i.e. for situations where you are distributing the CAST databases across multiple host CAST Storage Services/RDBMS, or where you are migrating from a previous version that did not include the specific database.

CAST recommends that you choose the General option for all additional CAST database installations.

Note that the Additional Measurement Base option is ONLY available if you are using the CAST Storage Service 2 as your chosen storage host. This is because the Measurement Service can only be installed on a CAST Storage Service 2.

CAST recommends selecting the Application Analytics platform or Additional Analysis Platform installation options unless you know what you want to achieve. These options are explained below.

Combined installation

If you are starting from scratch, CAST recommends that you use the Application Analytics platform or Additional Analysis Platform installation options - this will install all required CAST databases in one go - i.e. a Combined Installation.

Note that you cannot use the Application Analytics platform or Additional Analysis Platform installation options with existing database/schemas - as such, new database/schemas will ALWAYS be created if you use these options.

Microsoft SQL Server

CAST Storage Service/Oracle Server

Password
If you are performing the installation on an Oracle Server, then you will also need to input a password. This password is associated with the user that owns the schemas you are about to create (the user and the schema have the same name). You will be prompted for it for each schema that is installed. The User Password option does not exist on other server types.

Naming convention requirements
For all server types please note the following CAST requirements:

  • the name must be in upper case
  • the following characters are authorized: 0-9, A-Z and _ (underscore)
  • RDBMS specific naming rules also apply - please see the documentation for your specific RDBMS for more information.

During the installation process, CAST Server Manager will automatically create a connection profile to the CAST Management Studio database/schema (<prefix>_MNGT). This connection profile is stored in a proprietary XML file on the hard drive of the CAST Administration workstation. When you launch the CAST Management Studio, this connection profile will automatically be displayed for use (you will need to validate it first).

Standalone installation

CAST enables you to install any of the CAST databases/schemas in standalone mode - i.e. on their own without any other databases/schemas. The most common situations in which this is required is as follows:

To do so:

Microsoft SQL Server

CAST Storage Service/Oracle Server

Standalone Management Service

Standalone Analysis, Dashboard or Measurement Service

To install a standalone Management Service:

  • Select Initial Platform Base(s) installation > CAST-MS only:

To install a standalone Analysis, Dashboard or Measurement Service:

  • Select Additional <service type> > General:

If you choose to install a standalone Management Service, CAST Server Manager will automatically create a connection profile to it. This connection profile is stored in a proprietary XML file on the hard drive of the CAST Administration workstation. When you launch the CAST Management Studio, this connection profile will automatically be displayed for use (you will need to validate it first).