To install Engrafo manually on a server/desktop a few prerequisites are necessary.

Engrafo is a web-application that depends on:

• a running Internet Information Server(IIS) - typically installed with your windows installation

• a MS SQL Server (e.g. MS SQL Server Express or MS SQL Server) - Don’t worry, we will guide you through download and setup of this in the following

This page of the Engrafo guide contains information on the following:

Installation Steps

The following contains everything you need to know about installing Engrafo and possible prerequisites.

First thing is to get the Engrafo installation. Head over to Engrafo - Automated Data Catalog & Fast Data Management and click download. From here provide a name and an email-address and request a download link. This will automatically be sent to your given email.

Download the latest version of Engrafo, extract it and take note of where it was installed.

Internet Information Server(IIS)

Enabling ISS on Windows

If IIS is not present on your Windows installation you can activate it under “Windows Features”:

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Just scroll down to where it says “Internet Information Services” and enabled it on the left.

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See: Enable or Turn on IIS or Internet Information Services on Windows Server for more information on IIS.

Adding a New Website in IIS

• After activating IIS start by launching IIS an adding a new site.

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• Add a name, for instance “Engrafo”, and set “Physical path” to the folder where Engrafo was installed.

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• After clicking “OK” head to Application Pools → (site name) → Advanced Settings. Once here set the “Identity”-property to NetworkService.

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Enabling Windows Authentication

For installation with no windows authentication, Anonymous Authentication should be Enabled

For installation with windows authentication, Anonymous Authentication should be Disabled and Windows Authentication set to Enabled on the specific website. In this way the application will use AD

Enabling Windows Authentication on website

1. Open Internet Information Services (IIS) Manager

2. Navigate to Server → Sites → Default Website → Your Website

3. In Right-side panel, under IIS section double click on "Authentication"

4. Select Windows Authentication and enable it.

If "Windows Authentication" is missing in IIS manager, proceed for next steps.

Enabling Windows Authentication feature in IIS

1. Open Control Panel

2. Click on Programs

3. Click on Turn Windows features on or off

4. Navigate to "Internet Information Services"

5. Expand "World Wide Web Services"

6. Under "Security" select Windows Authentication

7. Click Ok, and then Restart your computer

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If you still don't see the option, it might be because you're using a version of Windows (e.g. HOME) that doesn't include this feature by default. In that case, you can manually install it using the following command in an elevated Command Prompt: (Run as administrator)

Find Your Windows Build Number

1. Press Windows Key + R to open the Run dialog.

2. Type winver and hit Enter.

3. A window will pop up with details like Version and OS Build.

For example, if your Windows version is 10.0.19045, you would replace xxxxx with 19045 in your command.

Now you will be able to use Windows Authentication

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ASP.NET Core Runtime

You will also need to download and install ASP.NET Core Runtime. The Core Runtime enables you to run existing web/server applications. On Windows, we recommend installing the Hosting Bundle, which includes the .NET Runtime and IIS support.

Download the latest version of .net 8.0 here: Download .NET 8.0 (Linux, macOS, and Windows)

You might need to start/restart the service: W3SVC in the task manager

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SQL Server

Lastly make sure to get an SQL Server. If you don’t have a running SQL Server you can download a Windows one here: SQL Server Downloads | Microsoft

We recommend you get the express edition.

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When Installing the SQL server, you can choose the Basic settings. (Engrafo will work with SQL server 2014 and forward and SQL Express)

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Setting up a Database

For this, we recommend that you use the SQL Server Management Studio (SSMS), which can be downloaded here:

Install SQL Server Management Studio

After downloading SSMS run it and connect to your server, in this case just the computer name.

• Start by right-clicking “Databases” and add an empty database by clicking “New Database”. From here add a name eg. EngrafoDB and click “Ok”.

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• Next, head over to Databases → (Database Name) → Security → Users and add a new user

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• Under User type choose “Windows user”. Now click the three dots next to User name, type “NETWORK SERVICE” and click “Check Names”.

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• Under User name it should now say NT AUTHORITY\NETWORK SERVICE. Next, head to “Membership” on the left. Here choose “db_owner” and click OK.

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If you work with AD-groups, you can also make the NETWORK SERVICE account member of a DB-owner group.

Finally we just need to map “Logins” to the databases that should be allowed to Login.

• Navigate to Security → Logins and find NT AUTHORITY\NETWORK SERVICE. If it is not there just click create login and make it as done above, same as with the new user. Right click the login, select properties and head to “User Mapping”. From here simply map the login to the created database and click OK.

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Now you should be ready to install and use Engrafo itself.

Install Engrafo

Finally we are ready to actually install Engrafo.

As mentioned above, make sure to download and unzip the latest version of Engrafo to the “Physical path” of the site created in IIS.

To configure app-settings to point to the database you are using, just follow the two steps below:

• Open “[Physical Path]\appsettings.production.json” (e.g. “C:\Engrafo\appsettings.json”)

• Edit "DefaultConnection":  "Server=[ServerName];Database=[DatabaseName];Trusted_Connection=yes" to match your server and database name. e.g.:

  "ConnectionStrings": { "DefaultConnection": "Server=AWESOMESAUCE;Database=EngrafoDB;Integrated Security=True;MultipleActiveResultSets=true;Connection Timeout=5000;TrustServerCertificate=True;", "SQLTimeOut": "5000" },

(If you use “\” in the servername, you might need to use “\\” instead, since for instance “\S” and “\M” are escape-characters.)

If you are unsure about your server name or other properties about your database you can find the connection settings in SSMS. Right click the database and chose properties.

Adding Permissions for Automatic Upload

The application writes to a number of specific folders. If you want to automatically upload data and .csv-files, make sure that NETWORK SERVICE has the following credentials for the specified folders in the Engrafo installation:

Folders

• SASFlows

• uploads_csv

• uploads_CSVAuto

• uploads_CSVAutoErrors

Permissions

• Modify

• Read & execute

• List folder contents

• Read

• Write

You can do this by clicking properties → Security. From here edit the user “Network Service” and click allow on the above permissions.

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If the user “NETWORK SERVICE” does not exist, just click “Add” and Write “Network Service”. Click “Check Names” and lastly “OK”.

Start using Engrafo

When all the steps above are complete, you can now launch Engrafo through IIS by navigating to your site and clicking “browse” or by simply typing “localhost” in your browser.

First time you use the Engrafo system you might need to migrate the Database

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Scroll down and apply migration. This will create the engrafo database

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After migration refresh the page

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If all is well and done Engrafo should be ready for you to login with your credentials.

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By default you get a admin-user when you order a trial or license

This user has all the privileges to administrate and configure the system. You can use this user to set op AD-groups so that you can assign different roles to different AD-users.

However, we strongly recommend that you create a new admin user and deactivate the default admin user.

If you have any issues please reach out to contact@engrafo.dk

You’ve done it! You’ve installed Engrafo!

Now head over to the section Just installed Engrafo - What now?and start using Engrafo