Install and activate


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Installation process overview

NVivo Server must be installed on a dedicated server (physical or virtual)—the server cannot have any other installation of SQL Server or any other SQL Server database instance. Only one version of NVivo Server may be installed on a physical or virtual server.

The process for installing NVivo Server is:

  1. Add server roles and services before you install NVivo Server.

  2. Consider administrator accounts—what accounts will you use to install and administer NVivo Server?

  3. Install NVivo Server.

  4. Configure the server firewall.

Once the installation is complete, you must start NVivo Server Manager and activate the server license.

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Add server roles and services

Before installing NVivo Server, you need to add server roles and services. The actions you need to take depend on your operating system.  

On Windows Server 2008 or 2008 R2, you should add the Application Server role using the Add Roles Wizard as follows:

  1. On the Select Server Roles screen, select the Application Server check box, and when prompted click Add Required Features, and then click Next.
  2. On the Select Role Services screen, select the Web Server (IIS) Support check box, and when prompted, click Add Required Role Services.
  3. Continue through the wizard, accepting the default settings.

On Windows Server 2012 or 2012 R2, you should add the Application Server role using the Add Roles and Features Wizard as follows:

  1. Make sure the server has an Internet connection (or insert the Windows Server installation DVD), so the source files for .Net Framework 3.5 can be accessed when required.
  2. On the Select installation type screen, select Role-based or feature-based installation, and then click Next.
  3. On the Select destination server screen, select the machine you want to administer from the Server Pool, and then click Next.
  4. On the Select server roles screen, select the Application Server check box, and then click Next.
  5. On the Select features screen, expand  .NET Framework 3.5 Features, and then:
  1. Select the .NET Framework 3.5 (includes .NET 2.0 and 3.0) check box.
  2. Select the HTTP Activation check box, and when prompted, click Add Features.
  3. Click Next.
  1. For the Application Server, on the Select role Services screen, select the Web Server (IIS) Support check box, and when prompted, click Add Features.
  2. Continue through the wizard, accepting the default settings.

NOTE  If you want to install NVivo Server 10 on Windows Server 2003 SP2 or 2003 R2, use these instructions for adding server roles and services. NVivo Server 10 R2 cannot be installed on Windows Server 2003.

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Consider administrator accounts

Before installing NVivo Server, you should consider the administrator accounts you will use to install the software and the account you will nominate as the default NVivo Server administrator account.

The account you use to run the NVivo Server installer must have administrator privileges on the server.

During installation, you need to specify a default NVivo Server administrator account. This is the account you use to monitor the server in NVivo Server Manager and it may or may not be the same as the account used to run the installer.

The following considerations apply when choosing which accounts to use:

IMPORTANT On Windows Server 2008 or later, you may need to disable the ‘User Account Control: Run all administrators in Admin Approval Mode’ security policy. If you are using an account that is a member of the server’s administrators group and the account is not the local administrator account ‘BUILTIN\Administrator’, then you may need to disable this security policy, if you want to:

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Install NVivo Server

  1. Log on to the server using an account with administrator privileges.

  2. Mount the disk image (the .iso file) that is provided on the NVivo Server USB flash drive.

  3. Open the root folder of the mounted drive, and then double-click setup.exe.

  4. Click Install, and then follow the prompts to:

  1. When the installation is complete, you should configure the server firewall, then start NVivo Server Manager and activate the server license.

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Configure the server firewall

Firewalls can block communication channels. There are some ports and applications that must not be blocked by a firewall for NVivo Server to function correctly.

CAUTION  To prevent unauthorized access to your network, configure the firewall so that these ports and applications are exposed to the required network(s) only.

Port exceptions include:

Application exceptions include:

 C:\Program Files\Microsoft SQL Server\MSSQL11.QSRNVIVO9\MSSQL\Binn\sqlservr.exe

NOTE  

  1. Launch SQL Server Configuration Manager.

  2. In the console tree, expand SQL Server Network Configuration, and then select Protocols for QSRNVIVO9.

  3. On the right, under Protocol Name, double-click TCP/IP.

  4. In the TCP/IP Properties dialog box, click the IP Addresses tab.

  5. Under IPAll, locate TCP Dynamic Ports. The port number allocated to the SQL service is shown on the right.

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Start NVivo Server Manager

NVivo Server Manager is a browser-based application that lets you:

You access NVivo Server Manager using a local or domain account that has been configured as an NVivo Server Administrator account. You can specify this account as the default when you install NVivo Server or by adding this account to the Administrators group in NVivo Server Manager.

To start NVivo Server Manager:

  1. In your Internet browser, enter the web address  http://<servername>/NVivo10

You may be prompted to enter your NVivo Server user credentials. The first time you launch NVivo Server Manager, you may be prompted to install the Microsoft Silverlight plug-in.

The NVivo Server Manager home page is displayed.

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Activate the server license

When you install NVivo Server you are prompted to enter a license key—you must activate this license key before users can connect to NVivo Server to work with NVivo Server projects.

Depending on the conditions of your license, the key will entitle you to run NVivo Server on a server with specific hardware and entitle you to a specific number of Client Access Licenses (CALs)—refer to Configure permissions and allocate license (Understand how licenses work) for more detailed information on processor licenses and CALs.

To activate the license key:

  1. Open NVivo Server Manager.

  2. Click the Licensing tab.

  3. On the left, click the Licenses tab.

  4. For the license you want to activate, click Activate.

  5. In the Activate License dialog box, enter the required details.

  6. Click Activate.

NOTE  If activation fails because you do not have an Internet connection, you can request an activation key from QSR International to activate your license—refer to How to activate if Internet activation fails for more information.

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