Setup Guide - Quick Start – Kepion Support Center

Welcome to Kepion's Quick Start Setup Guide. This guide is intended to walk you through the steps of setting up and installing Kepion as quickly as possible, without worrying about the details or context.

If you're interested in our full set-up guide series, which explains the Kepion Environment and the setup procedures and options in much more detail, check that out here.

To get Kepion running, we'll need to configure all of the above components.

1. Kepion SI

Open SQL Server Management Studio (SSMS) and connect to your SQL Server instance. Open Security and right-click Login and specify the credentials you want to use as your Kepion Service Identity.

Tip: The username should be in the form of DOMAIN\UserName. For example: CORP\KepionSI. It's acceptable to use your personal credentials here if you have sysadmin privileges.

Then run the following SQL Script to grant the necessary permissions. Be sure to replace <Kepion SI> with the relevant credentials.

USE MASTER;

IF NOT EXISTS (SELECT * FROM [sys].[database_principals] WHERE [type] = 'U' AND [name] = N'<KEPION_SI>')
BEGIN
 CREATE USER [<KEPION_SI>] FOR LOGIN [<KEPION_SI>] WITH DEFAULT_SCHEMA = [dbo];
END;
ALTER USER [<KEPION_SI>] WITH DEFAULT_SCHEMA = [dbo];

GRANT VIEW SERVER STATE TO [<KEPION_SI>];

EXEC sp_addsrvrolemember N'<KEPION_SI>', N'dbcreator'

Now for every Kepion Application Database currently in your environment, run the following script. Be sure to replace <KEPION_APPLICATION_DATABASE> and <KEPION_SI>. If you don't have any Kepion Databases at the moment, skip this step.

USE [<KEPION_APPLICATION_DATABASE>]

IF NOT EXISTS (SELECT * FROM [sys].[database_principals] WHERE [type] = 'U' AND [name] = N'<KEPION_SI>')
BEGIN
 CREATE USER [<KEPION_SI>] FOR LOGIN [<KEPION_SI>] WITH DEFAULT_SCHEMA = [dbo];
END;
ALTER USER [<KEPION_SI>] WITH DEFAULT_SCHEMA = [dbo];

EXEC sp_addrolemember N'db_owner', N'<KEPION_SI>'

2. SSAS SI

Now we'll create and configure the login for our SSAS SI. We can identify the SSAS SI by looking at the Log On As in Services.

Right-click and select Properties. Then navigate to the Log On tab and copy the account name.

Create another login in SQL just as before, except enter the SSAS SI you identified.

Now open a new query window in SSMS. Run the following SQL statements to grant the required permissions. Be sure to replace <SSAS_SI> with the respective service identity:

USE MASTER;
GO

IF NOT EXISTS (SELECT * FROM [sys].[database_principals] WHERE [type] = 'U' AND [name] = N'<SSAS_SI>')
BEGIN
 CREATE USER [<SSAS_SI>] FOR LOGIN [<SSAS_SI>] WITH DEFAULT_SCHEMA = [dbo];
END;
ALTER USER [<SSAS_SI>] WITH DEFAULT_SCHEMA = [dbo];

GRANT ALTER TRACE TO [<SSAS_SI>];
GRANT CONNECT SQL TO [<SSAS_SI>];
GRANT VIEW ANY DATABASE TO [<SSAS_SI>];

As before, we need to do the same thing for each Kepion Application Database currently in our environment.

USE [<KEPION_APPLICATION_DATABASE>]
GO

IF NOT EXISTS (SELECT * FROM [sys].[database_principals] WHERE [type] = 'U' AND [name] = N'<SSAS_SI>')
BEGIN
CREATE USER [<SSAS_SI>] FOR LOGIN [<SSAS_SI>] WITH DEFAULT_SCHEMA = [dbo];
END;
ALTER USER [<SSAS_SI>] WITH DEFAULT_SCHEMA = [dbo];

EXEC sp_addrolemember N'db_datareader', N'<SSAS_SI>'

3. Restrict SQL Memory

Right click on the SQL server in the Object Explorer pane and select Properties. Select the Memory page and set the Maximum server memory field. Refer to the memory reference guide here if you're unsure of how much to set.

4. Configure SSAS Server

Next, connect to the SSAS server and right click on the server and select Properties. Select the Security page and click Add to include Kepion SI as an SSAS administrator.

5. Restrict SSAS Memory

Now select the General page and configure the Value column for Memory \ TotalMemoryLimit as a percentage of the memory you want SSAS to have access to.

6. Kepion Installation

To begin the actual installation, download and run the following file from the Kepion Resource Center > Software Downloads > v6.0:

6.0 Kepion Setup x64.zip

Once you've finished, the Kepion Configuration Wizard should open automatically. If it doesn't, open it through the Windows Start menu.

For a brand new installation, select Create a new application host. Otherwise select Connect to an existing one if this is not the first web server being configured for deployment.

Specify the SQL Server machine and database name. The default name used is CPMAppHost.

Enter the credentials used previously for your Kepion SI.

7. Configure Your Browser

If you are using IE to connect to Kepion, please ensure that Microsoft Silverlight 5.0 is installed. In addition, make sure the following settings are properly configured:

Click the Tools button in IE and click Internet options. Go to the Security tab. Select Local intranet. Click Custom level…

Scroll down to the Scripting section -> Allow Programmatic clipboard access. Change the selection to Enable and click OK.

And you should be all set! If you have further questions or concerns about the setup process, be sure to read through the full Standard Setup Guide at some point.