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Framework Server Manager

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Server Manager IntroductionThe Server Manager is a utility that is able to alter or update the configuration of the Akcelerant Framework after aninstallation.

After a new or upgrade installation, at minimum, Application Services must be activated for an institution's core.Please see the Application Services topic of this guide for more information.

To open Server Manager, navigate to Start > All Programs > Akcelerant > Framework > Akcelerant FrameworkServer Manager. Right-click Akcelerant Framework Server Manager and select Run As Administrator.

If Server Manager is not opened as an administrator, an error is received stating Server Manager must be run asan administrator. Clicking OK within the error closes Server Manager.

Server Manager contains the following settings:

Setting Description

Common The Common settings include configurations such as Start/Stop Services, Application Identity andDatabase Connection.

Database The Database settings enable various key Framework parameters to be updated.

ApplicationServices

Application Services settings enable Service Root and Application configurations to be made.

DMZ Services DMZ Services settings enable Service Root and Application configurations to be made.

Processes The Processes settings enable the configuration of various Akcelerant Framework processes.

ReportingServices

The Reporting Services settings allow server administrators to change the configurations forMicrosoft Reporting Services, which drives the Framework’s reporting capabilities.

Website The Website settings allows key website parameters to be updated.

InstallationSummary

The Installation Summary opens a browser window that directs server administrators to a custominstallation summary web page.

ConfigurationManagement

The Configuration Management settings allows institutions to import packages from anotherFramework environment (test or production).


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EnvironmentManagement

Environment Manager settings allow institutions to copy an existing database to a new environment.This feature aids in creating a test system that is similar to the production environment.

CommonThe Common settings include configurations such as Start/Stop Services, Application Identity and DatabaseConnection.

Start and Stop Services

Start Services enables Akcelerant Framework database, application, DMZ, reporting and other supporting processes.Stop Services suspends Akcelerant Framework database, application, DMZ, reporting and other supporting processes.

Clicking Start Services or Stop Services generates a pop-up which provides details of the items being started orstopped. Any service errors experienced are displayed.


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Application Identity

The Application Identity section is used to maintain the service account credentials that run critical Frameworkprocesses and operations. If updates are made, click the Update button to commit the changes.

If multiple servers are used, log onto each server that contains an installed feature. Use the Server Manager toupdate the respective values.

Database Connection


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The Database Connection section is used to maintain the SQL server connection parameters, which includes the servername (or SQL instance name), database name and authentication mode. If updates are made, click the Update buttonto commit the changes.

If multiple servers are used, log onto each server that contains an installed feature. Use the Server Manager toupdate the respective values.

DatabaseThe Database section enables various key Framework parameters to be updated including:

FrameworkParameters

Description

Share Path The Share Path is the directory where log files, letter templates, letter history and other documents arestored.

Changing the Share Path folder does not move the files from the current location to the newlocation. The existing files must be manually moved to the new location. However, all new filesgoing forward are stored in the new folder location.

SMTPServer

The SMTP server is used to send emails from the Framework.


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CollectionsEmailAddress

The Collections Email Address is the return email address used by the collections department foroutbound emails generated within the Framework.

LendingEmailAddress

The Lending Email Address is the return email address used by the lending department for outboundemails generated within the Framework.

Server TimeZone

Indicates the time zone where the servers are located.

CustomerTime Zone

Indicates the time zone where the end users are located.

Application ServicesApplication Services settings enable Service Root and Application configurations to be made.

Multiple servers may be used to run application services in a load balanced setup.

Service Root

The Service Root is the base URL used by various application services in the Framework.

Typically the name of the server is entered (http://[YOUR SEVER NAME HERE]/). If using a load balancedenvironment, the name of the load balancer is entered.

All installed applications use the root URL to append a specific virtual directory for an application to derive thecomplete URL.


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Applications

Applications enables connectors, such as CUDL, Dealertrack, RouteOne and FIS Base2000, to be implemented postinstallation of the Akcelerant Framework.

After a new or upgrade installation, at minimum, Application Services must be activated for an institution's core.

Please refer to the Installation Checklist for a list of services used by the financial institution. Please contact anAkcelerant Customer Care Representative for more information on available connectors.

Once all required connectors are determined, proceed with the installation. To install an application, click the Addbutton. When prompted, click Yes to confirm the installation.

Once confirmed, the application service installs on the server. The corresponding URL populates in the URL column.To remove an application service, click the Remove button.


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Additional configurations may be required within System Management > Connectors in the AkcelerantFramework because Server Manager only enables server-level configurations to be managed by serveradministrators. The additional settings found within System Management are intended for configuration byFramework administrators who possess a good understanding of the connectors and how they should beconfigured from a business perspective.

Some applications have a complementary DMZ service that is required to be installed. Be sure to review the DMZServices listing to know if the institution's applications require these as well.

Clicking the Edit button that is displayed for each application launches an advanced web.configcustomization feature. Please contact Akcelerant for assistance prior to using this feature.

DMZ ServicesDMZ Services enables Service Root and Application configurations to be made.

Service Root

The Service Root is the base URL used by various application services in the Framework.


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Typically the name of the server is entered (http://[YOUR SEVER NAME HERE]/). If using a load balancedenvironment, the name of the load balancer is entered.

All installed applications use the root URL to append a specific virtual directory for an application to derive thecomplete URL.

Applications

DMZ application services enable connectors, such as CUDL, Dealertrack and RouteOne to be implemented postinstallation of the Akcelerant Framework.

DMZ application services differ from standard application services in that they must be hosted on a public-facingserver. Connectors such as CUDL, Dealertrack and RouteOne require inbound communication to the server in order totransmit applications to the Framework. Without public access via the DMZ services, these providers cannotcommunicate with the Framework. Communications with the DMZ are relayed to complimentary internal servicesbehind the internal firewall.

These complimentary services must be installed. For more information on complimentary services, refer tothe Application Services section within this guide.

To add a DMZ application, click the Add button.


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A prompt appears to install the service using the Currently Logged-in user or an Admin User.

Once the user is chosen, select the Website, Virtual Directory and URL Root.


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Select the DMZ service’s website. By default, the Website populates with Default Web Site, however additional choicesare available in the provided drop-down list. The Virtual Directory indicates the application service being installed,such as CUDL DMZ or Dealertrack DMZ. The URL Root is a fully qualified domain name. For example,https://[Akcelerant.ABCCreditUnion.org]/. Once the Website, Virtual Directory and URL Root are identified, clickUpdate to install the DMZ application service.

Refer to the diagram below to better understand the relationship between DMZ services and internal Applicationservices.

Third parties (1) requiring inbound communication (First Close and Route One) and customers of the financialinstitution (2) accessing public facing services (Web Loan) transmit through the DMZ firewall (3). Once beyond thefirewall, they are able to connect to the Public Web Server (4). This server relays communication through the internalLAN firewall (5) and the load balancer until received on the internal Application Server (6) for processing. Thisconfiguration ensures institutions can safely allow incoming connections without allowing direct access to internalservers.


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ProcessesThe Processes section enables the configuration of various Akcelerant Framework processes.

The Processes grid allows server administrators to:

View each process’s Name, Description, Start Time, Status, Last Run Time and Next Run Time.Update the Start Time of each process.Begin a process by clicking the Start Process button.

The Start process button may also be used to initiate a failed process.

Refresh the processes grid by clicking the Refresh button.

Access process’s configuration file for advanced editing, such as to turn on tracing, by clicking the Edit button.

Processes are intended be executed off hours and completed prior to the start of the next business day.Depending on the amount of data being processed, the run times for each process can vary between institutions.By staggering the various process start times, an institution’s ideal configuration can be achieved.

Reporting ServicesThe Reporting Services section allows server administrators to change the configurations for Microsoft ReportingServices, which drives the Framework’s reporting capabilities.


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Within Reporting Services, the following parameters can be configured:

Parameter Description

ServerName

Indicates the server where the instance of Reporting Services is running.

ReportsFolder

Indicates the virtual folder that houses all of the reports.

WebServiceVirtualDirectory

Indicates the name of the virtual directory hosting the root Reporting Services web service.

This is typically ReportServer.

SecuredHTTP

Select this check box if the report server requires SSL authentication.

Whether or not the institution is using SSL was determined during the pre-installation stepspre-installation steps.

ServicesURL

A read-only hyperlink that updates as the reporting services parameters change.

Clicking this results in a pop up browser window showing the report server home page ifconfigured correctly.


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Actions The Actions drop-down list contains three options.

Option Description

UpdateParametersOnly

Select this action if Reporting Services was migrated to a new location. UpdateParameters assumes the new location is already configured and all RDLs are uploaded.

CreateConfiguration

Select this option to perform the following:

Creates the Report Folder if it does not exist.Assigns the Application Identity as the proper security in Reporting Services.Creates a DSN used by all reports.Uploads system report RDLs to Reporting Services.Updates the parameters in the Akcelerant Framework database.

RegenerateReports

Select this option to regenerate standard reports. This option regenerates the RDLsfor all standard reports in the Framework database and uploads the new RDLs toReporting Services. This process ensures that standard and scheduled reports executecorrectly after installing a new version of the Framework.

Regenerate Reports must be performed after the installers are run as a part ofthe upgrade process. If report regeneration fails, complete thefollowing Reporting Services Tasks.

Upon selecting Regenerate Reports and clicking Update, the RegenerateReports pop-up window appears. Click Regenerate. The status of report regenerationdisplays in the status box.

To cancel the regeneration process, click Cancel. Once the process completes, clickClose to close the window.

Leave the Overwrite Design on Failure check box unselected. If the reportupgrade fails, please contact Akcelerant to perform manual updates to thereports

Click Update to commit the changes.


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WebsiteThe Website section allows key website parameters to be updated.

Within Website settings, the following parameters can be configured:

Parameters Description

Website Indicates the parent website where the Akcelerant Framework application virtual directory is hosted.

VirtualDirectory

Indicates the name of the virtual directory where the Akcelerant Framework application resides.

This information can be found within Internet Information Services (IIS).

URL Root Indicates the server name where the website is hosted and the aforementioned virtual directory in URLformat.

Click Update to commit the changes.

Installation SummaryThe Installation Summary opens a browser window that directs server administrators to a custom installation summaryweb page.

For more information, refer to the Review Installation Status topic in either the new installation or upgradeinstallation sections within this guide.


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The Installation Summary screen provides various details about the current installation of the Akcelerant Framework:

Installation Details Description

Customer Indicates the institution’s name.

Installation Name Indicates the name of the installation (Production or Test).

Installation Key Indicates the unique installation key for each institution.

Status of This Installation Indicates whether an installation is Stable or Incomplete.

A stable installation indicates that the Akcelerant Framework is ready for use andall installation tasks have been completed. An incomplete installation indicatesthat the Akcelerant Framework is in an unusable state and one or more installationtasks remain incomplete. When an end user attempts to log into the Framework,the installation status is verified. If the status is incomplete, end users are unableto log on to the Framework.

Version The Tasks grid uses two tabs to indicate all incomplete and complete installation tasks.

If an installation status is Incomplete, all of the tasks listed in the incomplete tabmust be completed to achieve a Stable status. Any task with a Complete buttonassociated requires the button be clicked to indicate the task is complete.

Performing a task with a Complete button does not automatically update thetask’s status.

Downloads This section provides links to download the primary installation files for the AkcelerantFramework along with various third party software.

Servers in this Installation This section lists out the various servers in an installation and their installedcomponents.


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Configuration ManagementThe Configuration Management section allows institutions to import packages from another Framework environment(test or production).

Within Configuration Management, the packages grid displays all packages available for import in the new or upgradeinstallation. This grid populates from the Awaiting Import list located in System Management > Configurations >Import Configurations.

To import a package, select the desired package in the grid and click the Import Package button.

This process makes changes to the target database and should only be executed off-hours.


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For more information on executing an import, refer to the Configuration Manager topic within the AdministratorGuide.

Environment ManagementEnvironment Manager allows institutions to copy an existing database to a new environment. This feature aids increating a test system that is similar to the production environment. It also allows institutions to move a copy of theproduction environment to the test environment in order to test a new release and recent production configurationson real world data.

The process assumes that both a test and production environment are already setup.

Copying data from production completely overwrites prior test environment data.

Click Open Manager. A new window titled Environment Manager opens.


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Environment Manager contains five sections:

Database ConnectionResource DatabaseCopy Application FilesCopy Rule ApplicationsCopy Reports

In each section, identify the source (production) environment and destination (test) environment information.


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Database Connection

In the Database Connection section, enter the parameters used to connect to the databases.

Once the parameters have been entered, click the Connect button.

Restore Database

The Restore Database section allows users to identify the source path of the database where the database is copiedfrom, as well as the destination path where the test environment is restored. Select the Restore Database check boxto enable this feature.

Click the button to identify the paths.

Copy Application Files

The Copy Application Files section allows institutions to identify the location of the source and destination paths ofthe Akcelerant Framework’s application files. Select the Copy Application Files check box to enable this feature.


This location is typically: C:\Program Files (x86)\Akcelerant.

Copy Rule Applications

The Copy Rule Applications section allows institutions to identify the location of the source and destination paths ofthe rule applications for the loan origination and collection solution. Select the Copy Rule Applications check box to


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enable this feature.


Copy Reports

The Copy Reports section displays the location of the source and destination paths for report services. The ReportServices Server and Report Folder fields are read-only and obtained automatically from the database. Select the CopyReports check box to enable this feature.

Once all parameters have been entered, click the Restore Destination Environment button to process theEnvironment Manager exe.


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