memoQ server 2013 R2 installation guide
Transcription
memoQ server 2013 R2 installation guide
integrated translation environment memoQ server 2013 R2 installation guide © 2004-2013 Kilgray Translation Technologies. All rights reserved. memoQ server 2013 R2 installation guide Contents Contents ...................................................................................................................................... 2 0 Disclaimer ................................................................................................................................. 3 1 System requirements ................................................................................................................. 4 2 Preparations.............................................................................................................................. 5 2.1 Network connection: network layout and ports ....................................................................... 5 2.2 If you already have memoQ server: Back up your data ............................................................ 6 2.3 Download and install the .NET Framework ............................................................................... 6 2.4 Download and install SQL Server: not always necessary .......................................................... 6 2.5 Download and install the memoQ desktop program ................................................................ 7 2.6 Plan and configure your project and resource folders .............................................................. 7 3 Installing memoQ server 2013 R2 step by step............................................................................ 8 3.1 Downloading ............................................................................................................................. 8 3.2 Starting the setup program ....................................................................................................... 8 3.3 Configuring the data folder ....................................................................................................... 9 3.4 Setting up the database .......................................................................................................... 10 3.5 Choosing a service account ..................................................................................................... 10 3.6 Setting the administrator password and the client connect address ..................................... 11 3.7 Setting up e-mailing and the Web Service API ........................................................................ 12 3.8 Installing memoQ server program files and initializing the database ..................................... 13 4 Activating and starting memoQ server 2013 R2 ........................................................................ 15 4.1 Activation ................................................................................................................................ 15 4.2 Retrieving licenses without an Internet connection ............................................................... 16 4.3 Starting and stopping the memoQ server service ................................................................... 17 5 Configuring and controlling memoQ server .............................................................................. 19 5.1 Server settings in the setup program: changing the password, setting configuration options, and changing the service user ....................................................................................................... 19 5.2 Controlling memoQ server from the memoQ desktop program ............................................ 21 5.3 Accessing your memoQ server for the first time .................................................................... 21 5.4 Moving the memoQ server data folder to a different location .............................................. 22 5.5 Distributing memoQ licenses: setting up ELM or CAL ............................................................. 22 5.6 Allowing Windows users to access memoQ server: connecting to Active Directory and the Windows user database ................................................................................................................ 23 6 Updating your copy of memoQ server to a new build ............................................................... 25 7 Re-installing and restoring memoQ server if you removed your earlier installation ................... 27 If memoQ server 2013 or earlier was removed ............................................................................ 27 If memoQ server 2013 R2 was removed ....................................................................................... 27 8 Troubleshooting the memoQ server installation ....................................................................... 29 8.1 The memoQ server service does not start .............................................................................. 29 8.2 When memoQ server fails to log on to SQL Server ................................................................. 29 8.3 Using an SQL Server database on a different computer ......................................................... 30 8.4 When memoQ server stops unexpectedly .............................................................................. 32 This guide covers memoQ server 2013 R2. It contains text items from the English user interface of the program. These items are under constant reviewing and are subject to change without prior notification. memoQ integrated translation environment Page 2 of 32 memoQ server 2013 R2 installation guide 0 Disclaimer Installing memoQ server requires more knowledge and experience than installing a desktop program such as memoQ itself. Do not start making changes to your system unless you are completely aware of what you are doing. Kilgray offers to install your copy of memoQ server on your computer as part of product support. We recommend that you stop making changes to your system immediately, and ask for Kilgray’s help: if any unclear points remain after carefully reading this document, or if your system behaves in an unexpected way when you start installing the memoQ server. Asking for help from Kilgray’s product support might save you a lot of time and frustration if you fail to install memoQ server at the first attempt. Important: Although Kilgray product support will make all efforts to install memoQ server on your computer while leaving all other programs and settings intact, other applications on the computer might interfere with the installation. Kilgray cannot take responsibility for the proper operation of other applications on your server. Upgrade note: If you are already running an earlier version of memoQ server, you need to upgrade your existing copy. Please do not remove the existing memoQ server version from your computer before running the setup program of memoQ server 2013 R2. For more information on upgrading memoQ server, see the memoQ server 2013 R2 upgrade guide, also available from the Kilgray website. memoQ integrated translation environment Page 3 of 32 memoQ server 2013 R2 installation guide 1 System requirements To run memoQ server 2013 R2, your computer must meet the following requirements: A PC with an Intel Core i5 or more powerful processor. For best performance, a server-class computer is recommended with a Xeon processor. Important: memoQ server does not support Amazon EC2 virtual servers because the unique identifiers of the servers might change, which makes memoQ server licenses invalid. If you plan to run memoQ server from a virtual machine, please choose a different hosting provider. 4 GB of RAM. If you work with more than 10 users, 8 GB or more is recommended, depending on the size of your projects and the number and size of your translation memories. Note: You need a 64-bit Windows system to work with more than 3 GB of memory. 212 MB of hard disk space for the application, 50-100 GB of hard disk space for the data. You can store the data on a different disk than the application. 500 GB or more is recommended. Note: SAS (Serial-Attached SCSI) disks are recommended in a RAID-1 (mirrored) or RAID-5 arrangement, with a capacity of 1 TB or more if you expect a heavy workload or work with more than 20 users. A Windows server operating system (Windows Server 2003 or newer); Windows Server 2008 R2, Windows Server 2012, or Windows Server 2012 R2 is recommended. 32-bit and 64-bit operating systems are both supported, but you will need a 64-bit system because of the memory requirements. Microsoft .NET Framework 4.0. You need to install this prerequisite manually. Microsoft SQL Server 2008, 2008 R2, or 2012. The Express, Developer, Standard, and Enterprise editions are all supported. You need to install and configure SQL Server before installing memoQ server. Important: Windows Server 2003 and Windows Server 2003 R2 do not support SQL Server 2012. If you had Kilgray to host your trial run of memoQ server, and you do not upgrade to Windows Server 2008 at least, you will lose the data you created during your trial run. If you are using mobile licenses: TCP port 80 needs to be open both for inbound and outbound requests on the server and in any firewall you may be using. This port is required for activation traffic. The server must be able to communicate over this port. memoQ server can communicate through a proxy server. TCP port 2705 open on the server and any firewalls. This is the main service port: the memoQ server computer must be accessible through this port at all times. Note: Most probably, you have acquired memoQ server as part of a serverFive or a larger package, which includes the project manager license needed to setup memoQ on the server itself. Important: To install memoQ server 2013 R2, or to perform any of the procedures described in this document, you need administrative privileges in Windows – in other words, you need to be member of the Administrators group on the server computer. You need to perform all procedures locally on the server computer. If you need to install or configure memoQ server from another computer, you need to use a remote control application such as Remote Desktop (built into Windows and Windows Server systems). memoQ integrated translation environment Page 4 of 32 memoQ server 2013 R2 installation guide 2 Preparations 2.1 Network connection: network layout and ports You need to make the memoQ server computer accessible for all translators, reviewers, project managers and other team members. If all team members work in-house, it is enough to access memoQ server from within the local area network (LAN). In this case, make sure that the IP address of the memoQ server does not change over time. If you are using DHCP in your network – if you have a router to connect your local network to the Internet, you almost always do –, see the instructions for your router to set up a fixed IP address for your server in the internal network. If you work with both in-house team members and freelancers, memoQ server must be accessible from the local area network and the Internet as well. In this scenario, the best practice is to have the server physically hosted in the co-location center of an Internet service provider (ISP). If you do not do this, and you place the server in your small private network that is connected to the Internet through, for example, DSL or a cable provider, your memoQ server will have two IP addresses: one internal, and one external address. In this case, you need to set up a single DNS (domain name system) name for the server that is resolved into the internal IP address when you are inside your local network, and into the external address when you connect from the outside. An example of a DNS name is memoqserver.translationcompany.com. Important: It is strongly recommended to use a DNS domain name for the server at all times. If memoQ desktop clients access the memoQ server computer by the domain name, the IP address can be changed without any other configuration changes. You can even use DNS domain names for servers that have no fixed IP address, using dynamic DNS services such as dyndns.com. On the other hand, if your memoQ desktop clients access the server by the IP address, all resources and all projects must be registered again on all desktop clients if the IP address changes. This is a lot of work that can be avoided by a small configuration effort. memoQ server communicates using TCP ports 80 and 2705. Port 80 is used for license activation. The memoQ server activator program retrieves server licenses using this port. In addition, if your memoQ server works as a licensing (ELM) server, it will need to connect to Kilgray’s central activation server regularly through port 80. Open port 80 both for outbound traffic on the memoQ server computer, and on any firewalls/routers between the client computers and the memoQ server. Note: If your network uses a proxy server for connections to port 80, memoQ server can use that. Port 2705 is the main service port of memoQ server. Always make sure that memoQ desktop clients can access the memoQ server computer over this port: open the port both for inbound and outbound TCP traffic on both the server computer, and any routers/firewalls between memoQ desktop client computers and the server computer. Detailed documentation is available on the network setup of the memoQ server. Open the Kilgray website at http://www.kilgray.com/resource-center/user-guides. Then look for the document ‘Corporate Network Guide’. You will need to register on the website before you can download the document. memoQ integrated translation environment Page 5 of 32 memoQ server 2013 R2 installation guide 2.2 If you already have memoQ server: Back up your data If you are upgrading from an earlier version of memoQ server, it is strongly recommended to back up your data and remove the memoQ server program files before continuing. For details, see the memoQ server 2013 R2 upgrade guide, available from the Kilgray website. Important: If you plan to upgrade from an earlier version of memoQ server, do not remove the previous installation of memoQ server before you start installing memoQ server 2013 R2. 2.3 Download and install the .NET Framework memoQ server requires version 4.0 of the .NET Framework, or newer. Make sure you install the .NET Framework and all important updates before starting the memoQ server installer. It is strongly recommended that you install the latest version of the .NET framework using Windows Update or Microsoft Update. In Windows versions prior to Windows Vista, Windows Update is available as a separate command in the Start menu. In Windows Server versions 2008 and newer, Windows Update is available from the Control Panel. Important: Windows Server 2012 R2 installs with .NET Framework 4.5 only, which does not include .NET 3.5 features. You need to turn on this feature from Server Manager, using the New roles and features wizard. Note: The procedure for using Windows Update or Microsoft Update is different for various versions of Windows. For specific details please refer to Windows Help. Download: If you wish to download and install .NET Framework separately, visit the following page: http://www.microsoft.com/net/download (available at the time of writing). If in doubt, see the downloads under the ‘For server and development’ category. 2.4 Download and install SQL Server: not always necessary You do not need to download and install SQL Server if you do not need a large database (more than ten gigabytes), and the database can be stored on the same computer where memoQ server runs. In this case, you need to download the memoQ server installer that contains SQL Server 2008 R2. On the other hand, if you plan to work on numerous large projects, or you need to store the database on a different computer, you need to download and configure SQL Server before you install memoQ server. If you need to install an SQL Server instance prior to installing memoQ server, you can use SQL Server 2005, 2008, 2008 R2, and 2012. The free Express edition is sufficient unless you plan to set up large online projects, regularly exceeding the size of 50,000-100,000 segments. Download: The recommended setup package of SQL Server 2008 R2 Express is available here (at the time of writing): http://www.microsoft.com/en-us/download/details.aspx?id=23650 Because all versions and editions of SQL Server provide a more or less different setup program, this document cannot offer a detailed walkthrough. However, it is recommended that you pay attention to the following when installing SQL Server: memoQ integrated translation environment Page 6 of 32 memoQ server 2013 R2 installation guide (1) Do not make changes to the service accounts that the SQL Server installer offers, unless your corporate infrastructure requires you to do so. (2) Use Windows-integrated authentication, otherwise memoQ server will be unable to communicate to SQL Server. (3) Install SQL Server Management Studio along with SQL Server (found in Management Tools). Note that different versions of SQL Server use different versions of SQL Server Management Studio. The above download link points to an installer that includes the Management Studio: it is easier to manage existing memoQ server databases using that tool. (4) It is highly recommended that you install a named SQL Server instance called MemoQServer: this is what the memoQ server 2013 R2 setup program will look for by default. 2.5 Download and install the memoQ desktop program You need the memoQ 2013 R2 desktop program on the server to manage certain aspects of your memoQ server. You need a project manager license. To download memoQ 2013 R2, visit http://kilgray.com/downloads. For instructions on installing the memoQ desktop program, see the memoQ 2013 R2 installation and activation guide, also available from the Kilgray website: http://kilgray.com/resource-center/user-guides. Note: memoQ server 2013 R2 no longer requires a memoQ client on the server computer to operate. 2.6 Plan and configure your project and resource folders memoQ server 2013 R2 uses one single folder to store all its data. When you install memoQ server 2013, you can configure the location of this folder. By default, this folder is C:\ProgramData\memoQ server. You might need to move this folder away from the default location for three possible reasons: (1) Disk space: Your resources and projects can occupy a lot of disk space – with large translation organizations with thousands of projects, this could fall in the range of 1-2 terabytes. Usually, this disk space is not available on the system disk of a server. (2) Security and flexibility: You might need to store your data on another physical disk or disk subsystem that has a different – and stronger – data integrity protection (e.g. mirroring or RAID) than the system disk. (3) Folder paths, especially temporary paths for server projects can become too long. Windows supports path names up to 254 characters long. When a folder is created too deeply within the file system, the full path of a folder or file might exceed this limit. In some rare cases, this could cause an error in memoQ. You might want to use a shorter folder path to prevent this. Before you start installing memoQ server 2013 R2, make sure that the disk that will store the data is available. You will be able to configure the folder path during the installation process. memoQ integrated translation environment Page 7 of 32 memoQ server 2013 R2 installation guide 3 Installing memoQ server 2013 R2 step by step 3.1 Downloading To download the memoQ server installer, open the Kilgray web site at http://www.kilgray.com/downloads Then, in the memoQ server section, click the Download button in the topmost row. This will give you the latest stable build of the memoQ server. If you do not find a download link for memoQ server 2013 R2, contact Kilgray support. The memoQ server setup program comes in the form of a single executable file: memoQ-2013-R2-ServerSetup.buildnumber.exe This setup program includes SQL Server 2008 R2, Express edition. If you already have SQL Server installed, you can download another, smaller setup package, to save on the download time: memoQ-2013-R2-ServerSetup.buildnumber.small.exe Instead of clicking Open in your browser, always save this file to a folder on the server’s local hard disk, for later reference. Note: The number at the end of the name of the setup package is the build number of the package. You receive a new build to memoQ server when there is a service release that resolves issues with one or more previous builds. You can use this new build to update your copy of memoQ server to a new build within the same version. 3.2 Starting the setup program Open the folder where you saved the setup package: Double-click the file name. The main setup screen appears. Note: On Windows Server versions 2008 or newer, it is recommended to right-click the file name, and choose Run as administrator. Otherwise, the Windows security feature called the User Account Control might prevent the memoQ server 2013 R2 setup program from running. memoQ integrated translation environment Page 8 of 32 memoQ server 2013 R2 installation guide This dialog box below appears if memoQ server was not installed previously on the server computer: Click Install memoQ server to start the installation. 3.3 Configuring the data folder First, the memoQ server 2013 R2 setup program checks the system, detecting available folders and SQL databases. Then, the following dialog box appears: The data folder that memoQ server 2013 R2 uses is displayed in the Data location box at the top of the dialog. To change it, click the (ellipsis) button next to the text box, and browse to a different folder, preferably on a different physical disk or storage subsystem. After you make your choice, stay in this screen, and set up the database for memoQ server 2013 R2. memoQ integrated translation environment Page 9 of 32 memoQ server 2013 R2 installation guide 3.4 Setting up the database The second section of the setup screen contains the database settings. By default, memoQ server will install a new SQL Server instance that is set up as follows: (1) It runs on the same computer as the memoQ server service; (2) The SQL Server instance is called MemoQServer. To choose a SQL Server instance that is running on a different computer, type the address of that computer in the Server address text box, and then click Choose to choose an instance within that other computer. To choose a different SQL Server instance on the same computer, leave localhost in the Server address text box, but click Choose to choose a different SQL Server instance on the same computer. If SQL Server is not yet installed on the computer, the setup program will use these settings nevertheless. When you click Next, it will attempt to install a new instance using the SQL Server installer that was included in the memoQ server 2013 R2 setup package. It uses SQL Server 2008 R2, Express edition. Note: If you are using the memoQ server setup package that does not include the SQL Server installer, the memoQ server installer will look for the SQL Server instance that you specified, but it will not attempt to look for and run an SQL Server installer package. Note: When you choose a SQL Server instance, make sure that the user who is installing memoQ server, and the memoQ server service account has sufficient privileges to access the memoQ server database. Normally, the memoQ server 2013 R2 setup program configures this, but it cannot do that if, for example, SQL Server is installed on a different computer, and the user installing memoQ server has insufficient privileges to configure permissions on databases. By default, the database is called MemoQServer. It is recommended to leave it that way. By default, the database file is stored in the data folder of memoQ server 2013 R2 – if SQL Server is running on the same computer as memoQ server 2013 R2. Once you made your choice about the database (normally, you would leave the default settings as they are), stay on the same screen, and configure the service account for the memoQ server service. 3.5 Choosing a service account At the bottom of the setup dialog, you can choose a service account for memoQ server 2013 R2. Practically, this is a ‘user’ on the Windows server, and memoQ server will be running under this user’s name. This means that the memoQ server service will have the same privileges and permissions as this user account. memoQ integrated translation environment Page 10 of 32 memoQ server 2013 R2 installation guide By default, memoQ server 2013 R2 is set up to work under the name of a virtual service account (called NT SERVICE\MemoQ server service) on operating systems that allow this. This means that the memoQ server service has its separate user account, and it can be granted or denied permissions without affecting any other services or programs running on the server computer. This provides for maximum permission security, and will be the preferred option for most IT infrastructure specialists. It is highly recommended to use the virtual service account: the memoQ server 2013 R2 setup program will configure all necessary privileges and permissions for it. After you choose the data folder, the SQL Server instance, and the service account, click Next. 3.6 Setting the administrator password and the client connect address As a next step, you need to specify the initial administrative password for memoQ server. This is new in memoQ server 2013 R2. This will be the password of the ‘admin’ user. In addition, you can set a client connect address for your server. The client connect address is the Internet address or URL that memoQ clients will use to connect to your server. Before choosing and configuring a client connect address, make sure that your server will be accessible by this address. To set the password, type the password twice in the upper half of this dialog box: memoQ integrated translation environment Page 11 of 32 memoQ server 2013 R2 installation guide Caution: memoQ server 2013 R2 enforces password complexity. This means you will not be able to use simple names or words as your password: it must be 12 characters or longer, and it must contain at least one lowercase letter, one capital letter, and a digit. To change the client connect address, check the Override client connect address check box, and then type the client connect address in the Client connect address box. After setting the password and configuring other settings, click Next. 3.7 Setting up e-mailing and the Web Service API From the dialog box where you set up the administrative password and the client connect address, two additional settings available: Click Configure e-mail SMTP options to configure how your new memoQ server will send e-mails. You need to specify the e-mail server you are planning to use, and the e-mail address from which memoQ server will send e-mails: Click OK to save the settings and return to the previous dialog. Click Configure Web Service API to enable and configure the API – the programmatic interface of memoQ server. It is now built into the memoQ server installer, and all you need to do is enable and configure it in the dialog box below: These settings are also available in memoQ’s Server administrator dialog – see memoQ help for more information: The full memoQ help is now available at http://kilgray.com/memoq/2013R2/help-fullen/index.html. memoQ integrated translation environment Page 12 of 32 memoQ server 2013 R2 installation guide 3.8 Installing memoQ server program files and initializing the database After you choose the data folder, the SQL Server instance, the service account, and at least your administrative password, the memoQ server 2013 R2 setup program will check if all is set for a successful installation: If any of the above checks fails (indicated by a red X), you will not be able to proceed with the installation. In this case, you will need to click Back, and review your settings. Troubleshooting note: If the setup program complains that the database name is not unique in the SQL Server (that is, a red X appears next to ‘Database name is unique in the SQL Server’), you are probably attempting to use an existing memoQ server database, but the corresponding copy of memoQ server is no longer available on the server. To prevent this, do not remove the previous installation of memoQ server before installing memoQ server 2013 R2. However, if you have already done that, you can still install memoQ server, and start using your existing database, too. For more information on this, see the Troubleshooting section, later in this document. If all checks pass, click Install to proceed with the installation. memoQ integrated translation environment Page 13 of 32 memoQ server 2013 R2 installation guide memoQ server 2013 R2 setup installs memoQ server 2013 R2: When the Install has completed text appears, click Finish to return to the main setup screen. memoQ server 2013 R2 setup will attempt to start memoQ server. However, if this is a first-time installation, it will fail because memoQ server needs to be activated: Keep the main setup screen opened while you activate memoQ server. You will be able to return to this screen to start the memoQ server service afterwards. memoQ integrated translation environment Page 14 of 32 memoQ server 2013 R2 installation guide 4 Activating and starting memoQ server 2013 R2 4.1 Activation Before starting the activation procedure, make sure the server computer is connected to the Internet, and port 80 (HTTP) is open for outbound connections in your firewalls. If your security policy does not permit this, see section 4.2. Important: To activate memoQ server 2013 R2, you need a serial number and a memoQ server license. To acquire these, contact Kilgray sales at http://kilgray.com/company/contact. To activate memoQ server 2013 R2, start the memoQ server activation program from the Start > All programs > memoQ server menu: In Windows Server 2012 and 2012 R2, you need to type the word ‘memoQ’ in the Start screen to display these items. Then, click memoQ server activator: The memoQ server activation dialog box appears. memoQ integrated translation environment Page 15 of 32 memoQ server 2013 R2 installation guide 1. Fill in the Company and the Serial number boxes, and then click Store. This will save your license information, but it will not retrieve the server licenses from the activation server. 2. The licenses list is now enabled, but it is still blank. Click the Update licenses online (recommended) link to connect to Kilgray’s central activation server, and retrieve your licenses. If your licenses are retrieved successfully, you should see the following screen (or similar): Note: Your serial number should be used for the memoQ server only. Do not reuse this serial number on another computer. Note: Your licenses might not be the same as in the screenshot above. The minimum that you need to start memoQ server is the memoQ server license itself (the first in the list). 4.2 Retrieving licenses without an Internet connection If the server computer cannot connect to the Internet, you can retrieve your server licenses through e-mail. Follow this procedure: 1. At the bottom of the memoQ server activation window, click Retrieve activation data for sending in e-mail. The Save activation request dialog box appears. This will save an XML file containing the (encrypted) details of your activation request. 2. Send the resulting XML file in an e-mail to [email protected]. Kilgray’s support service will send a reply with another XML file, containing the (encrypted) activation response. If the activation is successful, this file contains information about your licenses. 3. Once you receive the reply e-mail, save the XML attachment in a folder you can return to. 4. Open the memoQ server activation program again (if you have closed it in the meantime), and, at the bottom, click Enter activation data received in e-mail. The Open activation response file dialog box appears, where you can select the XML file you received. Once you select this file, the memoQ server activation program will update the license list. memoQ integrated translation environment Page 16 of 32 memoQ server 2013 R2 installation guide 4.3 Starting and stopping the memoQ server service memoQ server runs as a Windows service. By default, the memoQ server service is automatically started when Windows starts: your shared resources are available even if you do not log on to Windows on the server computer. After you activate memoQ server 2013 R2, you can return to the main setup screen (if you have not closed it after installation): Click Start memoQ Server to start the memoQ server service. The setup program will display the progress and the result of the service startup. Alternatively, you can start and stop the memoQ server service with the memoQ server manager program. By default, the memoQ server service is set to start automatically with Windows. However, if you have just installed memoQ server, and you do not want to restart Windows to start this program, you can launch it from the Start > All programs > memoQ server menu. The memoQ server manager displays a taskbar icon in the Windows notification area, indicating whether memoQ server is currently started or stopped. Look for one of these icons: If you do not see any of these icons, the memoQ server manager program is not started. The green version of the icon indicates that the memoQ server service is started, and the red color indicates that the service is stopped. Right-click the icon to access the following commands: To start the memoQ server service, right-click the tray icon, then select Start from the menu. To stop the memoQ server service, right-click the tray icon, then select Stop from the menu. To close the memoQ server manager, right-click the tray icon, then select Exit from the menu. Note that this command will not stop the memoQ server service itself – the service will continue running and the published resources and projects will remain available. memoQ integrated translation environment Page 17 of 32 memoQ server 2013 R2 installation guide You can also start and stop the memoQ server service in the Windows Services console. All Windows services can be managed from this single location. To access the Services console in Windows Server 2008: open the Start menu, type services.msc in the search box, and then press Enter. Alternatively, click View local services in the Start menu when it appears among the search results. In Windows Server 2012 and 2012 R2, simply press the Windows key – it will display the Start screen – and start typing services.msc. The Services console displays a list of installed Windows services: Look at the Status column to see whether a service is started or stopped. To start the memoQ server service, right-click the service in the list, and choose Start from the popup menu. To stop the memoQ server service, right-click the service in the list, and choose Stop from the popup menu. If the memoQ server is not listed among Windows services, it is not installed. In that case, you need to install it from the memoQ server distribution package. Note: For more information on Windows services and using the Services console, see Windows Help. memoQ integrated translation environment Page 18 of 32 memoQ server 2013 R2 installation guide 5 Configuring and controlling memoQ server 5.1 Server settings in the setup program: changing the password, setting configuration options, and changing the service user After you install memoQ server 2013 R2, the setup program remains on your server. You can use the setup program to reset the administrative password, modify the client connect address, the e-mail settings, and the WS API configuration. To access the memoQ server 2013 R2 setup program, open Control Panel, and click Programs and features. (You might need to switch Control Panel to classic view before that, but you can also search for Programs and Features in Windows Server 2008 or newer.) In the Programs and Features dialog box, select memoQ server, and then click Change: The memoQ server and memoQweb deployment dialog box appears (the same as the one after installation). In this dialog box, click Advanced, and choose an option: memoQ integrated translation environment Page 19 of 32 memoQ server 2013 R2 installation guide Click Reset administrator password to change the administrative password on memoQ server: Click Configure server to change the address, the e-mail settings, or the WS API configuration: In the menu, click Change service user to display the Change memoQ server service user dialog and choose a different user in whose name memoQ server is running: memoQ integrated translation environment Page 20 of 32 memoQ server 2013 R2 installation guide This is configured when you first install memoQ server. However, if your server changes, or the security configuration of your network changes, you might need to change this user account, too. These settings are also available from the memoQ desktop program if you use the project manager edition. See memoQ help for more information. 5.2 Controlling memoQ server from the memoQ desktop program You can configure and control memoQ server from the memoQ desktop program. You need a project manager copy of memoQ in your network to connect to the memoQ server. If your memoQ server is accessible from the Internet, you can manage it from any computer with an Internet connection. To manage memoQ server, start memoQ, and, from the Tools menu, choose Server administrator. Important: To use the Server administrator, you need the project manager edition of memoQ. For detailed instructions on using the Server administrator, refer to the full memoQ help. If your system does not include the full memoQ help file, contact [email protected]. There is one category in the Server administrator that cannot be used remotely: this is the Configuration and logging pane. To modify server paths, log settings, and the server name, you need to run the memoQ desktop program Server administrator directly on the server computer. If the memoQ desktop program is not installed on the server computer, you can configure these settings in a configuration file of memoQ server. 5.3 Accessing your memoQ server for the first time When you open the Server administrator for the first time, you will need to connect to your server. You need to specify the name, the URL, or the IP address of the server in the Connection pane of the Server administrator: memoQ integrated translation environment Page 21 of 32 memoQ server 2013 R2 installation guide If you are accessing the specified server for the first time, memoQ will prompt you for a user name and a password. For the user name, type ‘admin’, and use the password you specified during the installation of memoQ server. Later on, you can change the password for each memoQ server user in the User management pane of the Server administrator. 5.4 Moving the memoQ server data folder to a different location Caution: Do not make changes to your system unless you are completely aware of what you are doing. To move the memoQ server data folder to a different location, do the following: 1. Log on to the memoQ server computer as an administrator using Remote Desktop or another remote control solution. 2. Stop the memoQ server service. 3. Copy the memoQ server 2013 R2 data folder to the new location. (Do not delete the data folder from the old location.) 4. Use Notepad to open the Configuration.xml file from C:\ProgramData\memoQ server folder. 5. Change the contents of the DataDirectory element to the path of the new folder. Example: <DataDirectory>D:\NewFolder</DataDirectory> 6. Save the Configuration.xml file. 7. Start the memoQ server service again. 8. Check if all features of memoQ server 2013 R2 work correctly. Important: Because the memoQ server 2013 R2 database is stored in the data folder by default, SQL Server will still look for the database in the old location. To change the database path, copy the database file to the new location, and then use SQL Server Management Studio to detach the old database file, and attach the new database file to the SQL Server instance. You can do this after step 6 in the above procedure. 5.5 Distributing memoQ licenses: setting up ELM or CAL Your memoQ server can distribute memoQ licenses to the users connecting to it. Your organization must possess a license pool before you can start distributing licenses. By distributing licenses, and organization can ‘lend’ memoQ to users – translators, reviewers, or project managers –, so that the users do not need to purchase a memoQ license. To start distributing licenses, make sure that memoQ server knows about at least one license pool. To check this, start the memoQ server activation program – the same that you used to activate memoQ server. memoQ integrated translation environment Page 22 of 32 memoQ server 2013 R2 installation guide memoQ server 2013 R2 can distribute two types of licenses: ELM (Enterprise License Management) licenses: this is the classic ‘lending’-type license. The user receives a license, and returns it after her work is done. Other users cannot use the same license at the same time, no matter whether or not the first user is actually running memoQ. CAL (Concurrent-Access Licensing) licenses: This type of license is in use only while the user is running memoQ. If one user uses memoQ, but then closes it, another user can start memoQ with the same license. In other words, a user occupies a licenses only while she is running memoQ. The type of license depends on the licensing mode of memoQ server. The owner of the memoQ server can switch between the ELM and the CAL licensing mode. To set up the licensing mode and configure how memoQ server distributes licenses, open Tools Server Administrator, and choose the ELM licenses or CAL licenses category, whichever is available: For more information, see the following guides and Help pages: Guide in the Resource center (http://kilgray.com/resource-center):ELM guide for LSPs Help pages: http://kilgray.com/memoq/2013R2/help-full-en/index.html?sa_elm_pane.html http://kilgray.com/memoq/2013R2/help-full-en/index.html?server_administrator___cal.html 5.6 Allowing Windows users to access memoQ server: connecting to Active Directory and the Windows user database By default, memoQ server has its own user database. This means an extra user name and password for everyone who needs access – in addition to the Windows user name and password they otherwise use. memoQ integrated translation environment Page 23 of 32 memoQ server 2013 R2 installation guide To add individual users to the memoQ user database, open Server Administrator from the Tools menu, connect to the server, and then choose the Users category. For more information on adding users, see the Help topic on the Server Administrator. In medium-sized or larger organizations, it might be complicated to use yet another user database such as memoQ server’s. You can set up memoQ server to allow access to Windows users defined on the memoQ server computer, or users of the Active Directory system if the memoQ server computer is member of an Active Directory domain of the organization. This is the so-called single-sign-on (SSO) service. Users log on to Windows using their username and password, and they do not need to remember an extra user name and password to access memoQ server. After you install memoQ server, you can connect it to the local Windows user database or the Active Directory infrastructure in your organization. To do that, start memoQ with a project manager license, open Tools Server Administrator, and connect to your server. After this, choose the Single sign-on category: You can always set up single sign-on with the local security database. To set up single sign-on with an Active Directory domain in your organization, the memoQ server computer must be member of a domain from the same domain forest (not necessarily the same domain). To allow access for Windows users, you need to choose one or more groups which the users must belong to. For more information on single sign-on, see memoQ help: http://kilgray.com/memoq/2013R2/help-full-en/index.html?sa__single_.html You need a project manager license for memoQ to configure a memoQ server. memoQ integrated translation environment Page 24 of 32 memoQ server 2013 R2 installation guide 6 Updating your copy of memoQ server to a new build When there is an update to memoQ, the memoQ desktop program receives notifications to install the update. However, memoQ and memoQ server are always updated together: whenever the memoQ desktop program is updated, an update is also available for memoQ server. The memoQ server is not updated automatically, though. An update is a new build of the same version of memoQ or memoQ server – it is still the same version, but it contains fixes to issues the earlier builds had. When you update your copy of memoQ or memoQ server, it is not considered an upgrade where you might need to pay an upgrade fee. To update your copy of memoQ server, download the new build from the Kilgray website. The memoQ server section of the http://kilgray.com/downloads always shows the newest builds available: Click the the Download button next to the version you are using. It is important that you download the same version as the one installed on your computer. To check your existing version, open the memoQ server activator program – it will show the version of the server at the top. After you download the setup package (which is a single .exe file like the one you originally used to install memoQ server), double-click to run it. The memoQ server and memoQweb deployment window appears: Before you update your server, you need to stop the memoQ server service. Click the Stop memoQ server link in the Deployment window if it is still running. memoQ integrated translation environment Page 25 of 32 memoQ server 2013 R2 installation guide To start updating your copy of memoQ server, click Upgrade memoQ server. From the aspect of the setup program, this is also an upgrade – from the licensing point of view, though, this remains an update since you “upgrade” to the same version of memoQ server as the one you had previously. The upgrade program starts, offering to create a backup of the database and files of memoQ server. An upgrade will always be created, this cannot be skipped: Click the … button to change the backup location (only if necessary), and then click Next. The setup program will back up the existing files and database of memoQ server, and then update it. During an update, only the program files are replaced, so the update process will end in the following message after a minute or two: You can use the same deployment tool to start memoQ server again after the update. memoQ integrated translation environment Page 26 of 32 memoQ server 2013 R2 installation guide 7 Re-installing and restoring memoQ server if you removed your earlier installation Earlier sections of this document describe how to install a clean, empty memoQ server. This section describes how you can get back your data after the earlier copy of memoQ Server was removed from the server. After you remove memoQ server, the data (database, data folder, and the resources) remain untouched on the computer. Installing a new memoQ Server is not possible into the same folder and database, because that means an upgrade to the current setup program. An upgrade requires a working installation of memoQ server. Before installing memoQ server 2013 R2, any existing memoQ installations must remain in place. However, if you removed your earlier installation, here are instructions to get memoQ server back. If memoQ server 2013 or earlier was removed 1. Download the setup package of memoQ 2013, or the same version that was installed previously. (If this is not feasible, the setup package of memoQ server 2013 can be used.) Earlier versions are still available at http://kilgray.com/downloads. 2. Install this memoQ Server. Install will complete without touching any data. For instructions, refer to the server installation guide for the earlier version. 3. Upgrade to current version using the new installer. For instructions, refer to the memoQ server 2013 R2 upgrade guide, also available from the Kilgray website. If memoQ server 2013 R2 was removed If you are updating your copy of memoQ server 2013 R2 to a newer build, and you accidentally removed the earlier installation, this is what you can do: 1. Save the Configuration.xml file from C:\ProgramData\memoQ Server to a new location (even your Windows desktop will do). 2. Download the newest setup package of memoQ server 2013 R2. 3. Start the setup program. 4. When installing memoQ server, specify a new data folder, so that the new installation will not conflict with previously used project files or translation memories. 5. Still in the setup dialog box, change the name of the database, so that it will not conflict with existing memoQ server databases. 6. When the setup process ends, you will have a functional memoQ Server with an empty data folder and with an empty database. 7. If the setup program attempts to start the memoQ server service, make sure you stop it at this point. memoQ integrated translation environment Page 27 of 32 memoQ server 2013 R2 installation guide 8. Restore the previously saved Configuration.xml file to the C:\ProgramData\memoQ server folder. 9. Start the memoQ server service. memoQ server should now see all your data. memoQ integrated translation environment Page 28 of 32 memoQ server 2013 R2 installation guide 8 Troubleshooting the memoQ server installation 8.1 The memoQ server service does not start There are three main reasons why the memoQ server service may fail to start: 1. The SQL Server service is not running. 2. memoQ server is not activated. 3. memoQ server fails to log on to SQL Server, or it cannot access the memoQ server database. On some computers, the SQL Server service takes a long time to start. When the memoQ server service starts, it attempts to connect to the designated instance of the SQL Server service – however, if the SQL Server service takes long to start, memoQ server will time out and fail to start. In this case, you can start memoQ server manually. (See section 4.3.) If the designated instance of SQL Server is not started at all, you can open the Services console and start the SQL Server instance manually. Additional documentation is available on setting up a dependency between SQL Server and memoQ server. This means that the memoQ server service is set to depend on the designated SQL Server instance. Practically, when memoQ server starts, the system will automatically start SQL Server too, and make memoQ server wait until the database service is up and running. To access this document, open the Kilgray website at http://www.kilgray.com/resource-center/user-guides Look for the document ‘Dependency on SQL Server’. You need to register on the Kilgray website before you can access the document. 8.2 When memoQ server fails to log on to SQL Server When you attempt to start memoQ server, and Windows reports that memoQ server started and then stopped, there is an event in the Windows application log. To look at this event: 1. Open the Windows Event Viewer program (in the Start menu, type eventvwr). In the tree at the left, choose Windows Logs. 2. Select the Application log, and look for the first event that has memoQ server as the source. 3. Open the event, and look at the detailed information. If, among many other things, there is a message that memoQ server failed to log on to SQL Server, you need to configure SQL Server to grant access to memoQ server. If SQL Server was not installed with the Windows-integrated or Mixed settings, you need to repeat the installation of the SQL Server instance. This does not delete the database file. You need SQL Server Management Studio to resolve the problem. If it is not installed, run the SQL Server installation program again, and select SQL Server Management Studio to install (do not uncheck existing items because that will remove SQL Server from the computer). memoQ integrated translation environment Page 29 of 32 memoQ server 2013 R2 installation guide Use SQL Server Management Studio to grant access to the memoQ server service account. By default, it is a virtual service account (NT SERVICE\MemoQ server service), but it is possible to choose a different account in the Services program. This time, open the Services program (in the Start menu, type services.msc), right-click the name of the memoQ server service, and choose Properties. In the property dialog, click the Log On tab, and note the user name displayed there. You need to configure SQL Server to allow access for that user. Set up the service account in Microsoft SQL Server Management Studio as follows: The procedure in SQL Server Management Studio is the same as setting up SQL Server on a different computer. Continue reading from section 7.3. 8.3 Using an SQL Server database on a different computer When you set up the database for the memoQ server, you need appropriate permissions to create and configure the database in SQL Server. When SQL Server is on the same computer as memoQ server, this is not a problem: you need administrator access anyway to install memoQ server, and administrator privileges on the same computer are usually enough to set up the database in SQL Server, too. However, when you install SQL Server on a different computer, you need to prepare it manually so that the memoQ server installer can set up the database over the network. To set up SQL Server permissions, do the following: 1. On the computer that runs SQL Server, create a Windows account with the same name and password as the one you use to log on to the memoQ server computer. Note: If the two computers are members of the same Active Directory domain, you can skip this step: both computers take user names and passwords from the central directory database (from the nearest domain controller computer). memoQ integrated translation environment Page 30 of 32 memoQ server 2013 R2 installation guide 2. You need to make this Windows account a member of the sysadmin security role in SQL Server. On the computer running SQL Server, open SQL Management Studio (if it’s not available, install it using the SQL Server installer). Connect to the SQL Server instance that you want to host the memoQ server database. 3. Under Object explorer, expand Security, and then Logins. In the user list under Logins, right-click the name of the Windows account, and choose Properties from the popup menu. The Login Properties dialog appears. Note: If the user is not listed under Logins, right-click Logins, and choose New Login… from the popup menu. The New Login dialog appears. Next to the Login name box, click Search. The Select User or Group dialog appears. Type the name of the Windows account, and then click Search. When the user name is underlined, click OK to return to the New Login dialog. 4. In the Login properties or the New login dialog, click the Server Roles category on the left. In the list of the server roles to the right, check the check box for sysadmin: 5. Click OK to return to the main window of SQL Server Management Studio. The selected Windows account is now member of the sysadmin role in SQL Server. Close SQL Server Management Studio. 6. Return to the computer where you are installing memoQ server. In the Database options page of the memoQ Server setup wizard, type the IP address or the name of the SQL Server computer, and then select the appropriate instance (the one where you made the Windows account member of the sysadmin role). memoQ integrated translation environment Page 31 of 32 memoQ server 2013 R2 installation guide 8.4 When memoQ server stops unexpectedly Under some circumstances, memoQ server might stop unexpectedly. We recommend you take the following action in such cases: 1) Contact Kilgray’s support services. Use the contact form on the Kilgray website http://www.kilgray.com/support/contact-support Always include the last log file of the memoQ server. The log file is always in the Log folder within the memoQ server data folder, which is C:\ProgramData\memoQServer\Log by default (C:\Documents and Settings\All Users\Application Data\memoQServer\Log on Windows XP and Windows Server 2003). The newest log file is named Server.log by default. Compress the log file in a zip file for faster uploading. 2) If memoQ server keeps stopping repeatedly – for example, because there is a published translation memory that was damaged due to a disk error –, you can set Windows to start the service again: 1. Open the Services console in Windows (see section 4.3). Right-click the memoQ server service, then, from the shortcut menu, choose Properties. 2. Click the Recovery tab: 3. Set the First failure, Second failure, and Subsequent failures drop-down lists to Restart the Service. Whenever the memoQ server service stops unexpectedly, this causes Windows to start it again after 1 minute. memoQ integrated translation environment Page 32 of 32