Installing Pervasive AuditMaster

Installing Pervasive AuditMaster
Instructions for First-Time or Upgrade Installation
This chapter explains how to install Pervasive AuditMaster either as an upgrade of an existing release or for the first time.
The following sections installation procedures:
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Before You Begin
Familiarize yourself with this section to successfully install or upgrade Pervasive AuditMaster. Review the following:
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Preparing to Install Pervasive AuditMaster for needed information, including system requirements and platform-specific notes relevant to your operation.
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The rest of this section provides additional preinstall information:
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Installation Notes
Be aware of the following conditions before installing Pervasive AuditMaster on any platform.
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If you are installing an AuditMaster Viewer client to access a Pervasive PSQL system in which security is enabled and security policy is set to either Mixed or Database, see Running AuditMaster under Pervasive PSQL Security. Prepare to set up AuditMaster in a Pervasive Security environment by first familiarizing yourself with the security chapter in Pervasive PSQL Advanced Operations Guide. Note that for successful installation when database security is enabled, the Prompt for Client Credentials setting must be selected in Pervasive PSQL Control Center (PCC) in the Properties Access window for the Pervasive PSQL engine.
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Installation Notes for Windows Only
On Microsoft Windows systems, be aware of the following conditions before installing Pervasive AuditMaster.
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Upgrade Notes
The following notes pertain to upgrades from earlier versions.
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The upgrade from version 6.x to 6.4 can replace the existing AuditMaster installation without loss of audit records, server settings, users and passwords, saved queries, reports, or alerts.
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If you are upgrading from version 6.x to 6.4, to ensure a complete audit log, we recommend that you open the AuditMaster Viewer client on the server, update the current view file, and then archive it before installing the upgrade.
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Installing Pervasive AuditMaster under Windows
You must install AuditMaster on a machine with a Pervasive PSQL server engine.
This section guides you through the process of setting up Pervasive AuditMaster under Microsoft Windows. It provides instructions for running the Windows setup of the AuditMaster event handler and an AuditMaster viewer client on the Pervasive PSQL server machine where data will be monitored.
You must install Pervasive AuditMaster at the Pervasive PSQL server itself; you cannot install it remotely from a client machine.
A Pervasive AuditMaster license authorizes one server installation, but you may install as many viewer clients as needed across your network environment. For details, see Installing AuditMaster Viewer as Client Only.
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Be sure that the machine meets the system requirements.
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The Welcome dialog box appears.
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At the Welcome screen, click Next.
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If upgrading, setup completes and skips to step 9.
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Note Without a license, you can audit for the trial evaluation period. After that, auditing ends, but any logged audit records can be queried. For more information, see Authorization License.
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We recommend a location with at least 200 MB of storage space to allow for growth of audit records.
Click Next.
The setup installs needed files, then asks for a share name.
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Accept the default share name PVSWAUDIT$ or enter an alternate share name, and click Next.
The setup summarizes the installation and asks you to confirm.
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Click Back to change the installation folder.
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Click Next to continue installing.
When you continue, setup installs needed files, then displays the AuditMaster Setup Complete window.
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AuditMaster will be unable to monitor data until you restart the machine.
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To restart your computer at a later time, select No, I will restart my computer later.
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Click Finish.
The AuditMaster setup program restarts the machine if you chose to do so.
You have now successfully installed Pervasive AuditMaster.
The next task is to set up data monitoring, as described in Chapter 6: Working with Audit Configurations.
Installing AuditMaster Viewer as Client Only
For Microsoft Windows servers, the Pervasive AuditMaster installation automatically places a viewer client on the same machine where the AuditMaster event handler and the Pervasive PSQL server reside. You may also manually install the viewer by itself on other machines in your network, which it will connect to the AuditMaster server as a remote client.
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Copy the client installation folder (e.g., default location C:\<installation directory>\Audit\Client) from the server to the client machine and open the file \Client\setup.exe.
The Welcome dialog box appears.
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The Software License Agreement dialog box appears.
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No license key is required for client-only installation.
The Choose Destination Location dialog box appears.
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If needed, change the default installation location C:\<installation directory>\Audit to suit your local environment, and click Next.
The setup completes the installation of the AuditMaster Viewer client.
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The Pervasive AuditMaster main window appears.
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Select Server Add.
The Locate 'amserver' on Your AuditMaster Server dialog box appears.
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Enter the path to the file amserver to read the settings for the AuditMaster server to which you want to a client connection.
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Windows default \\server\PVSWAUDIT$\DATA\amserver, where server is the name of the Pervasive PSQL machine with the database to be audited. Note that a share name other than PVSWAUDIT$ may have been chosen.
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Click Open.
The server you selected is added to the list.
 
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Right-click a server configuration and select Login. You may also double-click the configuration.
The AuditMaster Login dialog box appears.
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Enter a valid user name and password, and click OK to activate the command menus.
The Viewer client is now ready to use.
Note AuditMaster has a built-in user ID admin, for which the installation sets the default password MASTER. Passwords are case-sensitive, but user names are not. For security reasons, you will want to consider changing this password. Note that AuditMaster user accounts are unrelated to network, local, or database user logins. For remote client access to a Pervasive PSQL system with security policy is set to either Mixed or Database, follow the instructions under Running AuditMaster under Pervasive PSQL Security.
Common Questions After Installing Pervasive AuditMaster
This section contains information that you may have after running the installation program.
Where are the AuditMaster release notes?
The readme_am.htm file is located under the root directory on the Pervasive AuditMaster CD-ROM as well as in the installation directory on the server after installation.
Do I have to configure anything in Pervasive PSQL Control Center (PCC) for AuditMaster?
No. AuditMaster requires no special settings in PCC.
Does the AuditMaster installation create any log files?
Yes. See the file manifest.txt.
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Does an upgrade retain AuditMaster data and settings? (Windows only)
Yes. The upgrade installation is designed to preserve the following items in your existing AuditMaster 6.0 or 6.1 system:
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Uninstalling Pervasive AuditMaster
Uninstalling AuditMaster removes its components under the folder <installation directory>\Audit. Files in other locations are untouched.
Note If your business prohibits stopping the database during certain hours, be aware that on Windows servers, AuditMaster removal stops and restarts Pervasive PSQL services.
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Under Windows, AuditMaster can be uninstalled from the Add or Remove Programs window in the Control Panel.
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Select Pervasive AuditMaster in the list and remove it.
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Note Uninstalling AuditMaster leaves existing audit records intact, but you can no longer use them unless you configure another application to access AuditMaster archived files.
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Removing AuditMaster from a Windows client is the same as for a Windows server, except that you select Pervasive AuditMaster Viewer for removal.