Zetaly Installation - Windows

Prev Next

ZEX last version  (April 2023, "751")

The product will not have new update.


The Zetaly Suite is composed of multiple modules. Each module can be installed or upgraded separately, but Zetaly provides a tool to simplify the installation process.

Notice
The Windows installation is now deprecated, except for the ZSI module. The recommended installation for Zetaly is now Docker Linux, which is detailed on this page.
The ZSI installation procedure can be found here.

Requirements

The requirements to install Zetaly on Windows are as follows:

  • Database server : PostgreSQL version 11+
  • Dedicated Windows 10 or Windows Server 2008 R2 through Windows Server 2019
  • RAM : 32 GB minimum
  • Storage : 2 To minimum 
    Note: Can vary according to your needs. See with your Zetaly commercial representative to get an estimation.
  • Ports (non-mentioned modules are configurable): 
    • ZSI: 
      • 22
      • 80
      • 111
      • 179
      • 443
      • 6443
      • 9099
      • 9100
      • 30030
      • 30845
      • 10249 - 10259
      • 2379 - 2380
      • 24007 - 24008
      • 24007 - 24008
      • 30000 - 39999
      • 49152 - 49157
  • PowerShell 7 in administrator mode
  • Unrestricted execution policy
    PowerShell
    Set-ExecutionPolicy -Scope Process -ExecutionPolicy Unrestricted
  • If using SSL/TLS for the Zetaly Portal: Certificate created for the host machine, named 'domain.crt' & 'domain.key'
  • ZSI only : 
    • License, admin user and admin password, provided by Zetaly Support
    • Certificate created for the host machine (required)
  • ZCC/ZSA : ASP .net Core Runtime v6

Configuration

Unzip your Zetaly Suite package folder and edit the configuration file named zetalyinstall.cnf.

The zetalyinstall.cnf file contains all the configuration properties required for the installation. For a default installation, we recommend you only change the properties summarized below:

PropertyDescription
BI.LicenseFileLicense file for the BI Tool
BI.UserNameBI Tool username
BI.PasswordBI Tool password
Frontal.Host.BaseHost adress of the current machine
Frontal.Certif.CrtFull path to the domain.crt certificate
Frontal.Certif.KeyFull path to the domain.key certificate
Database.TypeDatabase type (postgresql/mssql)
Database.Host.BaseDatabase ip/domain
Database.NameDatabase name
Database.UserNameDatabase user name
Database.PasswordDatabase user password
Database.Admin.UserNameDatabase admin user name
Database.Admin.PasswordDatabase admin password
ZEX.LicenseFileLicense file for Zetaly Explorer
ZEX.ModeMode Client (1) or Server (2)
Database
The installer provides the ability to install each module database on different servers. For a first installation, Zetaly recommends you use the same database.

Installation

Once you have defined the properties in the configuration file, open PowerShell 7 in administrator mode. 

Go to your Zetaly Suite package folder, and launch following command:

.\zetalyinstall.ps1 Database-Create-User

This command creates the user for Zetaly database, using the admin user.

You can skip this step if the user does not need to be created.

Create the Zetaly database and install all the modules using the following command:

.\zetalyinstall.ps1 all-init

This command launches the following installations:

When the installation is complete, you can access the Zetaly Portal with your web browser on port 80. You are prompted with log in using the administrator account that you created during the installation. Refer to the User creation and login documentation for more details.

Next step is to configure Zetaly Explorer to be able to collect data from your mainframe. 

Please, refer to this article.

Upgrading an Existing Installation

Upgrading occurs when you already have an installation and you install a newer version. Rollbacks are not supported by the Zetaly installer. 

To do so, report your current configuration information into the new package's configuration file and launch the same command as for a first installation. None of your data is modified, unless a specific warning is indicated in the release notes (they are referred as "breaking changes"). 

Database upgrades are always necessary when upgrading Zetaly

The installer can detect if your database is already up to date, it is a good habit to do them every upgrade.

The CNF file format can change between versions !
Remember to always compare the content of your previous cnf file with the new one before replacing eveything. Never replace the file or overwrite its content before doing so.
Many tools can help you do this automatically rather than comparing line by line by hand.

An example :

# Launched in powershell 7 in administror mode

./zetalyinstall.ps1 Front ZHB ZCC BI Database-update
You can always use the 'help' command if you have any doubt
./zetalyinstall.ps1 help

Upgrading ZSI

Upgrading ZSI can be done the same way as any other module (i.e. ./zetalyinstall.ps1 BI), which runs the following :

  • Bi Tool update (if needed)
  • Bi configuration (SSO, plugins, specific configuration...) (if needed) 
  • Elasticubes import
  • Dashboards import

If you have any elasticubes with data or customized some dashboards, it is strongly recommended to back them up, or discard the automatic update (use of Elasticubes.ImportAction=skip) !

You can selectively update cubes and dashboards using the commands cube-update and/or dashboard-update, followed by the cubes/dashboards names to update.

The dashboards and cubes updated by a package version are specified in the release notes, under the ZSI section.

Upgrading the ZSA Mainframe Part

The mainframe upgrade is similar to the first installation. To upgrade the mainframe, do the following: 

  1. Upload the package to the mainframe (Binary).
  2. Stop all the tasks that are using the current LOADLIB.
  3. Rename the current loadlib to another name.
  4. Rename the new loadlib to the current name.
  5. Start again the tasks. 

Refer to the First installation guide in doubt.