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Palo Setup Guide
Palo Setup Guide
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Palo Suite
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Dated April 29, 2010 Copyright 2010 Jedox AG Copyright Reserved. Reproduction including electronic reproduction and substantive recovery - even of parts - only with the approval of Jedox AG. Legal steps may be taken in case of non-compliance. Jedox, Worksheet-Server, Supervision Server and Palo are trademarks or registered trademarks of Jedox GmbH. Microsoft and Microsoft Excel are trademarks or registered trademarks of the Microsoft Corp. All other trademarks are property of the respective companies. For the purpose of readability, brand names and trade marks are not explicitly stressed. If a relevant description (e.g. TM or ) is missing, it is not to be concluded that the name is freely available.
In this document you will find the installation steps of the setups "Palo Suite" and "Palo for Excel" under a Windows operating system.
The hardware and software requirements for installing "Palo Suite" and "Palo for Excel" can be found in our document "Palo Platform Support Guide.pdf". This can be downloaded from our website under the section "Community MyPalo".
Table of contents
1 Installation Palo Suite (Open Source und Premium) ..................................................... 4 1.1 1.2 1.3 Software Requirements .................................................................................................. 4 Setup .............................................................................................................................. 4 Palo Web Configuration.................................................................................................. 8 Default Configuration............................................................................................ 8 Changing the Palo Admin password..................................................................... 8 Accessing Palo Web UI from different Client Machines........................................ 8 Accessing the Palo OLAP Server from different Client Machines......................... 9 Changing the UI Backend port............................................................................ 10 Additional Core-Configuration............................................................................. 10 Palo ETL Configuration........................................................................................11 Palo Pivot Configuration ......................................................................................11
Installation Palo for Excel............................................................................................... 12 2.1 2.2 2.3 Setup ............................................................................................................................ 13 Installation of a Local Server ........................................................................................ 24 Possible Errors during Installation ................................................................................ 24
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1.2 Setup
The setup process of the Open Source version and the Premium version are identical. Run the appropriate setup file by double-clicking. Step 1 - Select the language for installation
Installation Palo Suite (Open Source und Premium) Step 2 - Palo Suite Setup Wizard
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Installation Palo Suite (Open Source und Premium) Step 4 Select destination for the installation
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Installation Palo Suite (Open Source und Premium) Step 6: Notification: Completing the Palo Suite installation
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After this message, you can start Palo Web via "Start - Programs - Palo Suite - Palo Web".
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Installation Palo Suite (Open Source und Premium) After the changes in the file httpd.conf, you have to restart on the server the service "PaloSuiteHttpdService".
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Please turn off the firewall on the server machine for the used port (in the example 8081) or make that sure requests on the specified port are allowed to pass the Firewall. After these changes, you can reach from any client machine with the following address the Palo Web installation of the server: http://[IP-Address of the server]:8081/ui/login/
If you want to change the Web-Server Port (currently 8081), you have to do the following changes:
1. The port in all entries "Listen..." in the file httpd.conf. 2. If the port was changed for the 127.0.0.1 interface-entry in the file httpd.conf, then you have to
update in the file ...\httpd\app\etc\config.php the entry "define('CFG_UB_PORT', 8081)" to the new port. Note: When defining various listen-interfaces, the ports of those don't have to match. Therefore you could define another port (SSL e.g.) for external interfaces. But the port for the 127.0.0.1 interface always has to match the UB_PORT in the file config.php. Make that Firewalls (if any) will allow sure requests to pass on the defined ports.
1.3.4 Accessing the Palo OLAP Server from different Client Machines
It may also be necessary that people can access the Palo OLAP Server component of Palo Web from Excel-Clients on different machines. Therefore you have to change the palo.ini, but afterwards changes to other configuration files may also be necessary.
1. Changes in the file ...\palo\data\palo.ini:
Change the entry http 127.0.0.1 7921 to either http "" 7921 or http <SERVER-IP> 7921.
2. If you enter a static IP other than 127.0.0.1, you need also to change other configuration files:
In \httpd\app\etc\config.php, the entry define('CFG_PALO_HOST', '127.0.0.1'); needs to be changed to the Server-IP used in palo.ini; also in \core2\palo_wss3_config.xml, the entry <host name="127.0.0.1" /> needs to be changed to the Server-IP used in palo.ini.
3. Changing the Palo OLAP Server port:
Change the port entry http 127.0.0.1 7921 to the new port. This change also has to be made in \httpd\app\etc\config.php for the entry define('CFG_PALO_PORT', '7921'); and in \core2\palo_wss3_config.xml for the entry <port name="7921" />
4. The Palo Web services need to be restarted after applying these changes.
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in the line/URL: etl.server1.url=http://localhost:7776/etlserver/services/ETL-Server. The PaloSuiteTomcatService has to be restarted for these changes to take effect.
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Note: After the installation you can find a ChangeLog.txt file under Start/All Programs/Palo. It contains a list of all new and modified functions.
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2.1 Setup
The Palo Excel add-on of Palo for Excel requires Microsoft .NET 2.0. If you have not already installed it, you will get the opportunity to install it during the Palo setup. To see the Palo menu in Excel 2007, you must first install the MS Office VBA components. Make sure that all programs are closed, especially Microsoft Excel. Note that you must have administration rights to install Palo. Now start the Setup.exe file. Step 1 Select the language for the installation
If an error message appears after this 1st step instead of moving to step 2 or 10, then refer to the "Possible Errors during Installation section in this chapter. If Microsoft .NET 2.0 is not installed, you will be reminded. You will start the installation of Microsoft .NET 2.0 when you click YES. If Microsoft .NET 2.0 has already been installed, steps 2 to 9 are skipped and installation of Palo (step 10) is started. Step 2 Message if NET 2.0 not yet installed.
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Installation Palo for Excel Step 10 Excel Add-in and Server Setup Wizard
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11.2 Advanced Installation Using advanced installation mode will enable you to reduce the installation to the local Excel Add-in for example (in that case, the server part is omitted) or disable the Import Wizard and the Modeller.
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If the installation folder already exists, setup will display the message on the right:
Installation Palo for Excel Options of the Advanced Installation (Steps 14a 14c): Step 14a: Advanced Installation gives you the possibility to Install the Excel Add-in only Disable the Import Wizard and the Modeller
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Step 14b: Afterward you are to determine where log files, configuration files and database should be stored.
Please note: For Palo updates from 1.5 to 3.0, existing data in the DATA folder will be converted after the Palo-Server is being started.
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Step 14c: You can change the IP address of the PC/Server or the host name as well as the port.
Step 15a (Standard installation) You can click hyperlinks to get more info about the updates:
Installation Palo for Excel Or Step 15b (Advanced Installation) - You can select if you want to install the patches or not:
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Installation Palo for Excel The Palo for Excel setup also includes an update for Office 2003. In case you are working with Excel 2003 but SP3 (ServicePack 3) is not yet installed, you should answer with yes in the dialog, with no otherwise.
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Afterwards, further routines will be installed which may take a little bit longer, depending on the hardware:
Installation Palo for Excel Step 17: You receive a message upon successful completion of the installation.
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If you have to restart your computer after the setup, a message will advise you to do so. Otherwise, the Palo settings window appears after the installation. Here you can also determine whether Palo should start automatically with Microsoft Excel.
You can find "Palo via the start menu after standard or advanced installations. You can change settings under "Palo Settings at any time.
Installation Palo for Excel . The link to Palo Excel Add-in should now be on the desktop.
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With double-click on this icon or over the menu "Start All Programs - Palo - Palo Excel Add-in" you can now start Excel with Palo AddIn.
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If you try to install Palo without deinstalling a previous version first, the following error message appears:
If you try to install Palo while Microsoft Excel is running, the installation aborts with the following error message:
Please deinstall the existing Palo version or close Microsoft Excel, and then repeat the installation If you have not installed .NET Framework 2.0, Palo will remind you. If you click NO at this point, installation will abort.
If you would like more information, please use our forum http://www.jedox.com/community/palo-forum/,