Any HP Service Manager developer will undoubtedly see the value in a local installation of the software. However, even with the release of HPSM 9.20, Windows 7 continues to present challenges. The Windows 7 Aero theme creates visual issues with the installer, the supplied Java 1.5 lags behind most local java installations, and known issues with SQL Server 2005 Express edition are all good reasons to avoid tackling a local instance altogether. This guide will walk you through setting up your local installation complete with database, application, and Windows client.
Pre-Installation Requirements
Before setting up your local HPSM installation, you will need to download some software packages.
- Microsoft SQL Server 2008 Express with Tools – The SQL Server 2005 edition bundled with the HP E-Media is not fully compatible with Windows 7 and may not even install properly. Microsoft offers SQL Server Express both with and without the client tools. You will need the edition with the client tools in order to configure your database. Select either the 32-bit or 64-bit edition as required by your operating system.
- HP Service Manager 9.20 English SW E-Media – The core application is available from HP’s Software Support Website. You will need your Support Authorization ID (SAID) number from your HP order.
Installing and Configuring the Database
The database should be installed before the other components. The HPSM configuration process will require an configured, empty database to be available. This section assumes that you do not currently have a SQL Server instance installed on your local system.
1. Launch the Microsoft SQL Server 2008 Express with Tools installer. You may be prompted with a compatibility warning which is safe to ignore at this time. We will reconcile that later.
SQL Server Installation Center
2. From the SQL Server Installation Center, select the Installation menu.
3. Select the New SQL Server stand-alone installation… option.
4. On the Feature Selection screen, click the Select All button.
SQL Server Feature Selection
5. On the Instance Configuration screen, select Default Instance.
6. On the Server Configuration screen, click the button labeled Use the same account for all SQL Server services.
7. In the Account Name drop-down, select NT AUTHORITY\NETWORK SERVICE.
SQL Server Configuration
8. Leave the Password field blank and click OK.
9. On the Database Engine Configuration screen, select Mixed Mode authentication and select a password for your system administrator (sa) user. Also, click the Add Current User button at the bottom to ensure that you will be able to configure the SQL Server via your Windows account later.
SQL Server Database Engine
10. Complete the installation wizard.
11. Once the installation wizard completes, run your Windows Update service to download the latest SQL Server 2008 Service Pack. This fixes the compatibility warning you may have been presented with in Step #1.
Note: At the time of this writing, SQL Server 2008 Service Pack 1 is available directly from Microsoft’s website and can be installed alone without Windows Update.
12. Launch the SQL Server Configuration Manager (Start->All Programs->Microsoft SQL Server 2008->Configuration Tools).
13. Under SQL Server Network Configuration, select Protocols for SQLEXPRESS.
14. Right-click the TCP/IP protocol option and select Enable.
SQL Server Configuration Manager
15. Select SQL Server Services.
16. Right-click the SQL Server (SQLEXPRESS) service and select Restart.
17. Launch the SQL Server Management Studio (Start->All Programs->Microsoft SQL Server 2008).
SQL Server MS Connect
18. In the Server Name field, enter localhost\SQLEXPRESS.
19. Select SQL Server Authentication.
20. In the Login field, enter sa, and enter the password specified in Step #9.
21. Once connected, right-click the Databases folder in the Object Explorer and select New Database…
SQL Server New Database
22. In the Database Name field, enter a name for the Service Manager 9.20 database (e.g. sm920).
Configuring ODBC Data Source
HP Service Manager connects to the database via an ODBC Data Source Name (DSN). Next, we will configure a DSN that will be used to connect your HPSM application to the database you just created.
Note: Instructions for this are different for 32-bit and 64-bit Windows. You will need a 32-bit DSN for HP Service Manager.
32-bit Windows
Launch the ODBC Manager by selecting Start->Control Panel. Then Administrative Tools->Data Sources (ODBC).
64-bit Windows
Click the Start button and, in the Search programs and files box, enter c:\windows\sysWOW64\odbcad32.exe. You should see odbcad32 in the program list. Click the icon.
From this point on, directions are the same.
23. Select the System DSN tab and click the Add… button.
Create ODBC Data Source
24. Select the SQL Server driver and click Finish.
25. Enter a name for the data source (e.g. sm920) and localhost\SQLEXPRESS as the Server and click Next.
26. Select the With SQL Server authentication… option. Enter sa as the Login ID and the password specified in Step #9 and click Next.
27. Check the Change the default database to check box and select the database you created in Step #22.
28. Click Next then Finish.
ODBC Test
29. Make sure that your DSN is going to work correctly by clicking the Test Data Source… button.
Installing the HP Service Manager 9.20 Server
Once the database and data sources are both set up properly and you’ve been able to establish an ODBC connection via the test, you are ready to install and configure the HP Service Manager server.
30. Open the HP Service Manager 9.20 English SW E-Media and browse to the Server\Windows folder.
31. Right-click the setupserver application and click Properties.
HPSM Server Compatibility
32. On the Compatibility tab, check the Run this program in compatibility mode for… check box and select Windows Vista (Service Pack 2). Also, check the Run this program as an administrator check box.
33. Click Apply and OK.
34. Double-click the setupserver application to launch the HPSM server installation wizard.
HPSM Server Install
35. Select the default options through the wizard, and on the final screen, select the Run the configuration program after install check box and click the Finish button.
Configure the HP Service Manager 9.20 Server
The HP Service Manager Configuration appears, and we are ready to configure the server settings as well as install the core application structure and data into the database.
HPSM Configuration
36. Select the default HTTP Port (13080). You may select a different port if necessary for your installation (i.e. if you already have another service or application running on port 13080).
HPSM Config DB
37. On the Database Type and Connection Information screen, enter the name of the DSN that you specified in Step #25. The User is sa and the Password is the password that you specified in Step #9.
38. On the next screen, click the Verify Connection button to ensure that the database link is working properly. If the connection cannot be made and you are sure that the service is running, ensure that you used the correct method (32-bit or 64-bit) for creating the ODBC DSN as specified previously.
39. The next screen is the HP Service Manager Application and Demo data upload screen. Click the Upload Data button to populate the database. This process may take several minutes to complete.
40. Complete the configuration wizard, and your HP Service Manager 9.20 server is ready to launch.
41. Start the HP Service Manager 9.20 Server service via the Windows Service console.
Install the HP Service Manager 9.20 Windows Client
Now that your HP Service Manager 9.20 Server is ready to use, you’ll need a client to connect to it.
42. Open the HP Service Manager 9.20 English SW E-Media and browse to the Client folder.
43. Right-click the setupclient application and select Properties.
44. On the Compatibility tab, select to run the program in compatibility mode for Windows Vista (Service Pack 2). Otherwise, visual problems with Windows 7 Aero and the installer will prevent controls like buttons and check boxes to display properly.
45. Launch the setupclient application and select the default values for the wizard.
46. Once the installation is complete, launch the HP Service Manager client.
47. In the Connections dialog, click the New launch configuration button.
48. Enter the information to connect to your local installation. The Server host name is localhost, and the port is 13080 (unless you specified a different value in Step #36). Initially, use the user name falcon with a blank password to make your initial connection.
49. Click Connect.
Conclusion
You now have a functional, local installation of HP Service Manager 9.20 server and client on Windows 7. These instructions should work for both 32-bit and 64-bit editions of Windows. I ran through this tutorial on Windows 7 Professional, but the instructions should be the same for other Windows 7 editions as well.
In a future post, I will discuss setting up the web tier on Apache Tomcat locally as well so that complete development can be managed on the local PC.
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