1. Download and install .NET 8.0 Desktop Runtime or later if it is not already present.

2. Download the Symphony setup package.

3. Launch the application as a Windows administrator. A Logi Symphony Setup work area opens.

4. Enter an installation path, or accept the default path provided.

5. Select Install Setup Files to install the files you need to install the deployment console wizard.

   Important: If Symphony installs a PostgreSQL database for you as part of this process, the user name is postgres.

6. Once complete, select Launch Application to launch the Logi Symphony Deployment Wizard.

   Note: You can access the deployment wizard later from the Windows Start Menu.

1. Select the option to Add Instance from the wizard by typing in the appropriate option number, then select Enter.

2. By default, the Managed and Discovery modules are selected for installation. Enter a number for a module to toggle installation on and off for your modules as desired, then type y to continue installation.

   Important: If you only install the Managed Dashboards and Reports module as a way to migrate your Dundas BI instance, you can alternatively use your existing SQL server instead of installing PostgreSQL. If you install Visual Data Discovery, PostgreSQL is required.

3. The wizard checks your environment for needed prerequisites. If all items are all present, review the list and type y to continue.

4. If any prerequisites are missing:

   1. Type in fixall to fix all missing items, then select Enter.

   2. Type in fixmandatory to only fix the mandatory items required for your instance, then select Enter.

   3. Type in a number to fix a specific prerequisite, then select Enter to fix that item. Repeat as needed.

   Once all items are all present, review the list and type y to continue.

    

Define information about your instance by answering the appropriate prompts. To correct an earlier entry, type in b and select Enter to return to a previous prompt.

1. Instance Name work area: Provide an instance name for your Symphony installation and select Enter. Use only letters, numbers, and the underscore character.

   Important: Windows support for Symphony includes one Symphony instance per Windows instance.

2. Instance Description work area: Provide an optional description for this instance and select Enter.

   Important: Windows support for Symphony includes one Symphony instance per Windows instance.

3. Instance Path work area: Provide a value for the InstancePath, or select Enter to accept the default instance path.

4. Use Empty Hostname work area: Type in Y and Enter to use an empty hostname, or n to provide your own hostname information to use multiple sites on the same port.

5. Enter Binding Details work area: Select a binding type.
   1. Select https if you have appropriate certificates available. You'll be prompted to select an available certificate.
   2. Alternatively, select http as needed to work without encrypted communication, or to come back and set up as https later.
6. Website Port work area: Type in a port value, then select Enter. Alternatively, select Enter to accept the default port.
7. Web Application Name work area: Type in a new name and select Enter. Alternatively, accept the default defined by your earlier selections, and select Enter to continue.
8. Application Pool work area: Select, by number, the NetworkService options and select Enter to continue. Other options may include, depending on your environment: SpecificUser, or ApplicationPoolIdentity.
9. Rabbit MQ Configuration work area: Select, by number, either of these options, and complete the associated tasks to complete this step.
   1. I have an existing RabbitMQ server and will provide its details. You will need to provided the appropriate details to connect Symphony to your instance. Provide values for the Rabbit MQ Host (or accept the default), Rabbit MQ Port (or accept the default), Rabbit MQ Username, Rabbit MQ Password, and Rabbit MQ Virtual Host.
   2. I need to install a RabbitMQ server. Symphony walks you through installing Rabbit MQ and its Erland OTP dependency. You will need to provide values for the Rabbit MQ Username, Rabbit MQ Password, and Rabbit MQ Virtual Host. Keep note of that user name and the password you assign for future updates, upgrades, or changes.
   Important: If you do not install or connect Rabbit MQ at this time, you will encounter integration errors when you attempt to use both Managed and Discovery modules in Symphony.

After Rabbit MQ Configuration is complete (or skipped), you are prompted to provide details to configure databases by linking existing databases or installing new databases.

1. Managed Overview work area: If you have selected to install and license Managed Dashboards and Reports, enter Y to continue installation.

2. Database State work area: Define a database server for your instance. Have Symphony install PostgreSQL for you, or select an existing MSSQL instance, PostgreSQL instance, or . Select, by number, either of these options:

   1. New: Install a new database server. Provide a password and confirmation to define a PostgreSQL database.

   2. Existing: Link an existing database. Provide the details of your MSSQL or PostgreSQL database. This may include the Host Name, User Name, Password, and Database Name. SSL information may be required as well.

3. If you need to install a new database server, Symphony installs a PostgreSQL server for you. Provide a password and verify the password. The user name provided by Symphony is postgres. Keep note of that user name and the password you assign for future updates, upgrades, or changes.

4. If you select Existing to link an existing database, enter Y to provide database information for this instance.

   1. Application Storage Engine work area: Select SqlServer or Postgres.

      For SQLServer, provide values for the Data Source, User Id, Password, and Database Name (or use default provided).

      For PostgreSQL, provide values for Host, Port (or use the default provided), Username, Password, SSL Mode option (Prefer is useful for most environments), and Database Name (or use the default provided).

   2. Warehouse Database Connection work area, use the same database connection details you just defined by entering y, then select Enter. Accept or change the default Database Name value.

      Alternatively, enter n, select Enter, then provide details to connect to another database.

After this is complete, you are prompted to provide details to configure the Discovery module.

After Managed Configuration is complete, you are prompted to provide details to configure the Discovery module.

Note: These options are not provided if you are not installing the Visual Data Discovery module.

1. Discovery Overview work area: If you have selected to install and license Visual Data Discovery, enter Y to continue installation.

2. Discovery Metadata State work area: Define a database server for your instance. Have Symphony install PostgreSQL for you, or select an existing MSSQL instance, PostgreSQL instance, or select, by number, either of these options:

   1. New: Install a new database server. Provide a value for the Discovery Postgres Server or accept the default localhost. Type in a value for the Port, or use the default provided. Enter a value for Discovery Postgres Username and Discovery Postgres Password. Select an SSL Mode option (Prefer is useful for most environments), and all of the Data Discovery database names.

      Important: For a clean, uncomplicated instance of Symphony, we suggest you accept the default names provided by the installer.

   2. Existing: Link an existing database. Provide the details of your PostgreSQL database. This may include the Host Name, User Name, Password, and Database Name. SSL information may be required as well.

3. Select Additional Features work area: Enter numbers for available features to toggle them on or off for installation, then enter Y to continue installation.

4. Select Discovery Connectors work area: The PostgreSQL connector is selected by default. Enter a number for available connectors to toggle them on or off for installation, then enter Y to continue installation.

After Discovery Configuration is complete, you are prompted to provide Admin details for Symphony.

1. Provide a value for the Admin password, then enter it again to verify the password.

2. Provide a value for the Admin email address. Symphony provides a summary of the installation selections you have made.

3. If you are satisfied with your selections, type in y and select Enter to proceed with the installation process.

4. Once the installation is complete, you can review the completed tasks and navigate to the installation log provided to review this information in more detail if needed.

   Note: Keep note of that user name and the password you assign for future updates, upgrades, or changes.

1. Download and install .NET 8.0 Desktop Runtime or later if it is not already present.

2. Install PostgreSQL if not already present.

3. Download the Symphony setup package.

4. Launch the application as a Windows administrator. A Logi Symphony Setup work area opens.

5. Enter an installation path, or accept the default path provided.

6. Select Install Setup Files to install the files you need to install the deployment console wizard.

   Important: Symphony will not installs PostgreSQL database for you as part of the silent install process. Install before you begin.

7. Once complete, you can close the Logi Symphony Setup work area and launch the Logi Symphony Deployment Console in one of two ways.

   1. Open it from the Windows Start Menu by selecting Logi Symphony Deployment Console.

   2. Launch it from the command line from its location, for example: C:\Program Files (x86)\InsightSoftware\Logi Symphony\Setup\<version number>.

1. Launch the Logi Symphony Deployment Console.

2. Type in the command Logi.Symphony.Deployment.Console.exe and select Enter. Several options for installing and managing your instance appear.

   1. {Deployment Config File Path} - Provide the path to your customized deployment config file to silently install Symphony.

   2. -- ExportDeploymentConfig {Optional Path} - Exports examples of all possible configs to a directory. Use to create a config file you can customize to create your silent installation.

   3. -- wizard - Launch the Logi Symphony Deployment Wizard - Main Menu.

   4. -- Version - Find out the current version of your software installer.

3. Generate a the sample config file, and supporting files. These include:

   1. AddLogiSymphonyInstanceDeploymentConfig.xml - Customize with your environment specifics to install in your instance. See Installation Steps - All Modules for more details on each item included.

      Important: You must ensure all prerequisites for installation are met, or the installation will fail. Fix your prerequisites by editing and running a customized FixPrerequisiteDeploymentConfig.xml in your environment.

   2. FixPrerequisiteDeploymentConfig.xml - Use to customize and install all prerequisite items in your environment.

   3. RemoveLogiSymphonyInstanceDeploymentConfig.xml - Customize and use to remove Symphony from your environment.

   4. UpgradeLogiSymphonyInstanceDeployentConfig.xml - Customize and upgrade your instance to upgrade to the version you've downloaded the files for.

4. After you've edited the appropriate files, call Logi.Symphony.Deployment.Console.exe and the path to the file you want to pass. Repeat for all needed files until installation is complete.

5. Once installation is complete, you can change the default settings for all services, as well as configure Visual Data Discovery services and Managed Dashboards and Reports services as needed.

6. Perform any post install options, as needed.