Installation guide

Installation of the BizDataX Portal is performed using the BizDataX Portal Setup application.

Table of contents
Prerequisites
Supported Browsers
Installation
Database logins
BizDataX Portal

Prerequisites

  • One of the supported environments:
    • Windows Server 2012 R2 or newer
    • Microsoft Windows 10
  • SQL Server Management Studio (SSMS)
  • Microsoft SQL Server 2012 or newer
  • .NET Framework (3.5 and 4.5.1 full)
  • URL Rewrite IIS extension
  • Windows Installer 2.0 or newer
  • Internet Information Services (IIS) Manager
    • Server roles
      • Web Server role
    • Features
      • .NET Framework 3.5 Features
      • .NET Framework 4.5 Features
  • Installation user account must belong to the local computer's Administrators group and must have read, execute and create database permissions on the SQL Server (to install the BizDataX Portal database)
  • Installation user account must belong to the local computer's Administrators group and must have read, execute and create database permissions on the SQL Server (to install the BizDataX Portal database)
  • BizDataXPortalSetup.msi installation package

Supported Browsers

  • Google Chrome (Version 41, released March 5, 2015)
  • Mozilla Firefox (Version 40, released August 11, 2015)
  • Microsoft Edge (Version 79, released January 15, 2020)
  • Any browser not on this list is not supported (this includes Internet Explorer)

Installation

Start BizDataXPortalSetup.msi and select Install. The installation welcome screen will be displayed. Click Next to proceed.
BizDataX Portal installation welcome screen Figure 1: BizDataX Portal installation welcome screen

Optionally configure installation location and click Next.
Choose the installation folder Figure 2: Choose the installation folder

Configure your user authentication. Enter the username and password of your currently logged-in Windows user. This can be found under Start->Settings->Accounts.

Add a user for the BizDataX Jobs Windows service Figure 3: Add a user for the BizDataX Jobs Windows service

After the credentials have been entered, press the Check credentials button, after which a message will be displayed allowing you to proceed to the next step.

Check if credentials are valid Figure 4: Check if credentials are valid

Verify the connection string to your database is correct. In case it is not correct, it can be edited by pressing the Change database connection button.

Database connection string configuration Figure 5: Database connection string configuration

Default data string parameters such as the data source, the server name, authentication method and database name can be changed. After you have made your changes, press the Test connection button to ensure it is correct. Press OK to be returned to the previous screen, and then click Next.

Change database connection Figure 6: Change database connection

Click Install to start the installation.
Installation is ready to start Figure 7: Installation is ready to start

Installation progress Figure 8: Installation progress

Default BizDataX NuGet packages source is: https://nuget.bizdatax.com/nuget. If needed, the source can be changed by writting different source.

Select NuGet packages to download and install Figure 9: Select NuGet packages to download and install

Installation in progress Figure 10: Installation in progress

Click Finish to finish the installation.
Installation finished Figure 11: Installation finished

Restart system for the configuration changes to take effect.
Restart information Figure 12: Restart information

Note: The connection string for the Portal database can be changed by editing the Web.config file in the BizDataX destination folder:

<connectionStrings>
    <add name="BizDataXPortalConnection" connectionString="Data Source=(local);Initial Catalog=BizDataXPortal;Integrated Security=True" providerName="System.Data.SqlClient"/>
</connectionStrings>

Database logins

In SSMS, make sure that the following logins are created:

  • NT AUTHORITY\SYSTEM
  • IIS APPPOOL\BizDataXPortal
    and that both have public and sysadmin server roles.

BizDataX Portal

After the installation is complete and database logins are set, BizDataX Portal can be accessed via the desktop shortcut or via the following link.