Overview
In part 1 of this series we went over the software and hardware system requirements for System Center Service Manager 2012 Beta installation. Today we'll go through a full installation walk-through, complete with screenshots that will help you get Service Manager 2012 setup on your system. The end result will be a fully operational Service Manager 2012 beta infrastructure.
In future articles in this series we'll take a look at:
- Part 3: Installing the Data Warehouse Server
- Part 4: Configuration Manager 2007 R3 Connector Configuration
- Part 5: Active Directory Connector Configuration
- Part 6: Self-Service Portal Installation
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The download of System Center Service Manager 2012 beta is currently available at: http://www.microsoft.com/download/en/details.aspx?id=27844
One of the first popups you will see when starting the setup program from the Service Manager installation medium is the requirement for the .NET Framework 3.5 SP1, as shown in Figure 1 below.
Figure 1: .NET Framework 3.5 SP1 Requirement
This might cause some confusion when clicking OK, since the setup routine will fail. The reason for this is that the .NET Framework 3.5 is part of the Windows Server 2008 R2 Operating System, and should be installed by using the Roles & Features snap-in.
Once this feature is properly installed, you will see the setup wizard window:
Figure 2: Service Manager Setup Wizard
Step 1: Select the first available option: Install a Service Manager management server
Figure 3: Service Manager Product Registration
Step 2: Enter the Name, Organization and click Next
Figure 4: Service Manager Installation Location
Step 3: Browse to the installation location (normally, the suggested location is ok)
Step 4: Next, some pre-requirement checks are run; depending on your specific environment, the screen below might look different.
Figure 5: Service Manager Installation Prerequisites
In our situation, the SQL Analysis Management Objects are missing, which we need to install to continue the setup. The Report Viewer and SQL Native Client will also be installed, as these are required as well.
Figure 6: Installing Prerequisites
Step 5: At this point we'll cancel the setup routine to install the prerequisite components.
By clicking on the URL within the setup window, we are transferred to the Microsoft website where we can download the latest version of the SQL Analysis Management Objects. Once the download is complete, we start the setup by clicking Next.
Figure 7: SQL Server 2008 Analysis Management Objects Setup
Step 6: For the SQL Server 2008 Analysis Management Object setup you'll want to accept the license agreement (as shown in Figure 8) and enter your name and company info in the following step as shown in Figure 9).
Finally you'll want to confirm the setup by clicking Install (see Figure 10) and close the setup by clicking Finish (see Figure 11).
Figure 8: SQL Server 2008 Analysis Management Objects License Agreement
Figure 9: SQL Server Analysis Management Objects Registration Information
Figure 10: Installing the SQL Server Analysis Management Objects
Figure 11: SQL Server Analysis Management Objects Installation Complete
Step 7: Next we'll install the Report Viewer Redistributable; start by clicking Next (Figure 12) and accepting the license agreement and clicking Install (Figure 13). Once the installation is complete confirm the setup by clicking Finish (Figure 14).
Figure 12: Microsoft Report Viewer Redistributable 2008 Setup
Figure 13: Microsoft Report Viewer Redistributable 2008 License Terms
Figure 14: Microsoft Report Viewer Redistributable 2008 Setup Complete
Step 8: In the next step, we will install the missing SQL 2008 Native Client component. Begin by confirming the setup by clicking Next (Figure 15), accepting the License Agreement (Figure 16), entering your name and company info (Figure 17), choosing Client Components in the Feature Selection (Figure 18), confirming the installation (Figure 19) and finally clicking Finish to complete the installation (Figure 20).
This concludes the installation of the SQL 2008 R2 Native Client component.
Figure 15: Microsoft SQL Server 2008 R2 Native Client Setup
Figure 16: Microsoft SQL Server 2008 R2 Native Client License Agreement
Figure 17: Microsoft SQL Server 2008 R2 Native Client Registration Information
Figure 18: Microsoft SQL Server 2008 R2 Native Client Feature Selection
Figure 19: Confirm the Installation of Microsoft SQL Server 2008 R2 Native Client
Figure 20: Microsoft SQL Server 2008 R2 Native Client Installation Complete
Step 9: After this, we will restart the Service Manager Management Server setup, just like we did in step 4, which will run again through the prerequisites checks.
Figure 21: Service Manager Setup System Check Results
Aside from two warnings (which are normal as I'm running this in a test environment with lower machine specs), all other requirements are fulfilled; we can now continue with the setup of Service Manager 2012.
One of the first things the setup routine will do at this point, is create the necessary SQL databases on the SQL server instance (in our case, the SQL server is called "ALEXANDER", the SQL instance is called "ServiceMgrTest")
Step 10: Before the SQL data connection will work however, you'll need to verify the following user rights for the "Service Mgr service account" -- in our scenario this user is called scsmadm:
- scsmadm = full admin on the Windows machine on which we install Service Manager management server
- scsmadm = sql admin within the SCSM instance
- full text search is a required installed component on the SCSM instance on the SQL server box
- scsmadm = member of sysadmin role within SQL server instance
Validate the information that is filled-out in Figure 22 below and click Next. Note that the information will be different in your specific scenario.
Figure 22: Configuring the Service Manager SQL database
Step 11: Enter a descriptive but unique name for the Management Group (Figure 23) and select the Management Group Administrators (you should create an Active Directory group for this at this time).
Figure 23: Configuring the Service Management Management Group
Step 12: Enter the Service Manager service account username (in our scenario, this is scsmadm) and credentials and click Next.
Figure 24: Confiuring the Account for Service Manager Services
Step 13: Do the same for the Workflow Account. Enter the username (in our scenario, this is scsmadm) and the credentials and click Next. In a production environment, it is a best practice to create a specific Workflow Service Account for this, but it is not a requirement to have a different account.
Figure 25: Configuring the Service Manager Workflow Account
Step 14: Here you have the option to participate anonymously in the Customer Experience Improvement Program that Microsoft has put together to help identify possible improvements for SCSM. Select either Yes or No and continue by clicking Next.
Figure 26: Help Improve System Center Service Manager
Step 15: Next you'll need to choose whether to enable Microsoft updates on your Service Manager. Along with Microsoft, I recommend you choose to use the updates. You also have the option of initiating Automatic Updates. Choose the options you're comfortable with and click Next.
Figure 27: Choose wether to use Microsoft Updates
Step 16: Review the Installation Summary and confirm by clicking Install.
Figure 28: System Center Service Manager Installation Summary
Step 17: After about 15 minutes, all setup components should be marked green, which means a successful installation of each and every required component. Close the installation routine by clicking Close.
Figure 29: Service Manager Setup Completed
Step 18: In the last step, we will create a backup of the encryption key which is used during the installation/configuration process. If we ever need to perform a restore of our environment, this encryption key will be required.
Once you see the Introduction in the Encryption Key Backup or Restore Wizard, click Next (Figure 30), select Backup the Encryption Key and click Next on the following screen (Figure 31) and choose a location for the encryption key backup file (Figure 32).
Figure 30: Encryption Key Backup or Restore Wizard
Figure 31: Backup the Encryption Key
Figure 32: Specify the Location of the Backup File
Step 19: Next you'll be asked for a password to "encrypt" the backup file (Figure 33) and click Finish (Figure 34) to complete the backup.
Figure 33: Specify the Password that will Authorize the Backup
Figure 34: Secure Storage Backup Complete
You can now launch your Service Manager 2012 Management Console!
Conclusion
This concludes the installation of the Service Manager Management Server. In part 3 we'll move on to installing the Data Warehouse Server.
