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primtech 16

Installation Checklist updated 29-SEP-2017

Preface ................................................................................................................................ 2

Checklist (General) ............................................................................................................. 3

Checklist (Server) ................................................................................................................ 3

Checklist (Client) ................................................................................................................. 5

Supplementary Information ............................................................................................... 6

entegra
eyrich + appel gmbh
Hertzstr. 28
76275 Ettlingen, Germany

Phone +49 7243 / 76 24 -20


Fax +49 7243 / 76 24 - 99

support@primtech.com
www.primtech.com
Preface
This checklist is intended to assist you in preparing for the primtech installation. It is
tailored for the standard installation on a server with MS SQL Server and client(s) in the
same Windows domain, but largely applies to other installations as well.
There are four sections: a general part, a checklist for the server, a checklist for each
client and an appendix regarding firewall configuration. For a primtech Standalone
installation, you can ignore the server section.
If you have any questions regarding this checklist, encounter any problems or intend to
install primtech in a different environment (e.g. Oracle database) please contact us at
support@primtech.com to resolve any issues as soon as possible.
In order to have a smooth installation procedure please ensure that the items on the
checklist are processed before the installation date. A few days before the intended
installation date, a primtech technician will contact you regarding the preparation. If
there are any outstanding issues, he can then advise you.
We utilize (and can provide access to) GoToAssist for remote access (see GoToAssist
website for more information). If you prefer any other means of remote access, please
provide us with the respective software and/or license. Connectivity should be tested in
advance of the installation date.

entegra
eyrich + appel gmbh
Hertzstr. 28
76275 Ettlingen, Germany

Phone +49 7243 / 76 24 -20


Fax +49 7243 / 76 24 - 99

support@primtech.com
www.primtech.com

primtech 13 - Installation Requirements

primtech 16 - Installation Checklist | page 2 / 7


Checklist (General)

Download Installation Files


Download all primtech files that are necessary for installation from our primtech
INSIDE website https://primtechinside.primtech.com/
and place them in a download archive on your designated primtech server. ☐

Checklist (Server)

Windows Server Configuration


Install/enable the following features/roles:
Microsoft .NET Framework 3.5.1 ☐
Web Server (IIS) Support ☐
Optional (to save time)
Microsoft.NET 4.5 (or newer 4.x) ☐

primtech User Group


Create a Windows user group (e.g. primtechUsers, create in
ActiveDirectory/Domain or locally on the file server) and put all future primtech
users in it to manage access permissions. ☐
SQL Server
Ensure SQL Server with Management Tools is installed. ☐
primtech SQL Server instance
Create a named SQL Server instance. (proposal: <server>\primtech) ☐
Firewalls
Configure all firewalls to allow all required connections. ☐
Free Disk Space
Ensure at least 500 GB free disk space is available on server. ☐
entegra
eyrich + appel gmbh
Hertzstr. 28
76275 Ettlingen, Germany

Phone +49 7243 / 76 24 -20


Fax +49 7243 / 76 24 - 99

support@primtech.com
www.primtech.com

primtech 13 - Installation Requirements

primtech 16 - Installation Checklist | page 3 / 7


Setup Information
Have the following information available at installation time:

 Name and Password of Windows


account with Administrator rights
on server _________________________
 Folder containing primtech setup _________________________
 Name and Password of SQL Server
account with Database
Administrator rights _________________________
 Name of the primtech SQL Server
instance _________________________
 Name of the primtech user group _________________________

entegra
eyrich + appel gmbh
Hertzstr. 28
76275 Ettlingen, Germany

Phone +49 7243 / 76 24 -20


Fax +49 7243 / 76 24 - 99

support@primtech.com
www.primtech.com

primtech 13 - Installation Requirements

primtech 16 - Installation Checklist | page 4 / 7


Checklist (Client)

CAD Software
Ensure a CAD software according System Requirements is installed. ☐
Additional Software
Ensure all required additional software according System Requirements is
installed. ☐
Firewalls
Configure all firewalls to allow all required connections. (see Supplementary
Information section) ☐
Free Disk Space
Ensure at least 120 GB free disk space are available on client. ☐
Setup Information
Have the following information available at installation time:

 Name and Password of Windows


account with Administrator rights
on client _________________________

entegra
eyrich + appel gmbh
Hertzstr. 28
76275 Ettlingen, Germany

Phone +49 7243 / 76 24 -20


Fax +49 7243 / 76 24 - 99

support@primtech.com
www.primtech.com

primtech 13 - Installation Requirements

primtech 16 - Installation Checklist | page 5 / 7


Supplementary Information
Firewall Configuration
Firewalls need to be configured to allow all necessary communication between clients
and server. Please configure local firewalls on server and clients, as well as routers
between client and server to allow connections as listed below. For mobile clients you
might have to configure several interfaces and routes.

Application Protocol Port(s) Machines and Communication


Protocol/Service Direction
HTTP TCP 80 client  primtech server
HTTPS TCP 443 client  primtech server
NET.TCP TCP 808 client  primtech server
RPC TCP 135 primtech server ↔ database
server
client ↔ database server
client ↔ primtech server
DTC (RPC) TCP dynamic* primtech server ↔ database
server
client ↔ database server
client ↔ primtech server
NetBIOS over TCP/IP UDP 137-138 client  primtech server
NetBIOS over TCP/IP TCP 139 client  primtech server
CIFS/SMB (File Share) TCP 445 client  primtech server
SQL Server TCP 1433** client  database server
primtech server  database server

* Dynamically assigned RPC port range from 1024 and above used by MSDTC.
** default port (may differ)
entegra
eyrich + appel gmbh
Hertzstr. 28
76275 Ettlingen, Germany

Phone +49 7243 / 76 24 -20


Fax +49 7243 / 76 24 - 99

support@primtech.com
www.primtech.com

primtech 13 - Installation Requirements

primtech 16 - Installation Checklist | page 6 / 7


RPC and dynamic ports
The port range can be controlled for dynamic assignment by setting a few registry
values if needed.
The settings are controlled by values
 Ports
 PortsInternetAvailable
 UseInternetPorts
under the “HKEY_LOCAL_MACHINE\Software\Microsoft\Rpc\Internet” path. When
limiting the port range Microsoft recommends to use a range of at least 20 ports from
5000 and above.

To do so, start Registry Editor (click Start, click Run, type regedt32) and then click OK.
Important note: Use the Regedt32.exe file and not the Regedit.exe file. The Regedit.exe
file does not support the REG_MULTI_SZ data type that is required for the Ports value.
In Registry Editor, expand the following key:
HKEY_LOCAL_MACHINE\Software\Microsoft\Rpc
 Add key Name:”Internet”
 Add value Name:”Ports”, Type:”REG_MULTI_SZ” (Multistring), Data:”5000-5020″
 Add value Name:”PortsInternetAvailable”, Type:”REG_SZ” (String), Data:”Y”
 Add value Name:”UseInternetPorts”, Type:”REG_SZ” (String), Data:”Y”

Then adjust the firewall setting to match the firewall configuration above.
 Allow inbound & outbound to port 135
 Allow inbound & outbound to port range 5000-5020

For more information, please see the following article


http://support.microsoft.com/kb/30684
entegra
eyrich + appel gmbh
Hertzstr. 28
76275 Ettlingen, Germany

Phone +49 7243 / 76 24 -20


Fax +49 7243 / 76 24 - 99

support@primtech.com
www.primtech.com

primtech 13 - Installation Requirements

primtech 16 - Installation Checklist | page 7 / 7

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