AutoClassifier Engine Post-Installation Configuration

Overview

If your company policy prevents service accounts from having db_creator permissions, the database can be manually created by a DBA. If this applies to you, perform the steps in the Setup AutoClassifier Database Manually section, then return to this section and perform the steps in the topics below.

Single Server and Scaled Configurations

  1. Navigate to the IIS Manager:
    • If you installed IIS Manager to run on a single server, a single AutoClassifier site is shown.
    • If you installed IIS Manager for scale, both the AutoClassifier and Lucene sites are shown.

  2. Browse the BA Insight AutoClassifier Admin website.

    Info

    As of AutoClassifier v6.0, any database settings specified within the MSI are automatically applied upon launching the AutoClassifier Site (in IIS). 

    If the automated process fails due to a permissions issue, timeout, or invalid database settings specified in the MSI, the user is automatically re-directed to the Database Settings page, where they can manually correct the issue and re-apply the settings. 

    Steps 3 - 7 will not be seen when the automation succeeds.

  3. Database settings: You must update this connection string with the settings of your existing AutoClassifier database.

    • For On-Premise installations, AutoClassifier_OnPrem is the default Initial Catalog value in v5.
    • This setting must be specified regardless of whether you chose to create your own database or use the database created by AutoClassifier.
      1. If you enable AutoClassifier to create the database and standard SQL security is used, DO NOT enter the password in the Connection String.
      2. If you are using Integrated Security, the Password text box should not be used.

  4. Expand the Setup menu entry on the left side.

  5. Click Create or Connect Database.
  6. After the database has been successfully created, or connected, the page refreshes and you are prompted to configure the database if required.
  7. Click Configure to continue.

  8. Click Close to return to the AutoClassifier Management Site.

    Note: If Standard SQL Server Securing is used, the Web.config section is automatically encrypted. 
    Once encrypted, you cannot manually edit the Connection String.

Scale Configuration Only

If you are installing in a scaled environment, you must update the web configuration for the Admin Site and Lucene Site.

After you have completed step 6 above, complete the following steps to edit these files:

  1. Manually edit the Web.config file from the Admin Site installation location:

    1. Update the Lucene Site location.

      Copy
      <setting name="LuceneServiceUrl" serializeAs="String">
           <!--Leave Value Empty to run In-Line -->
           <!--Point to Installed Lucene Web to Run in
           Scale Out Mode -->
           <value></value>
      </setting>

      <setting name="LuceneServiceUrl" serializeAs="String">
           <!--Leave Value Empty to run In-Line -->
           <!--Point to Installed Lucene Web to Run in
           Scale Out Mode -->
           <value>http://lucenesitename:800</value>
      </setting>

    2. Update the Lucene site connection string:

      1. Open the Lucene Site Default.aspx page.

      2. Update this connection string with the settings of your existing AutoClassifier database and click Connect Database, if necessary.

    3. Copy the Admin Site Web.config file and use this file to replace the current Web.Config file on any additional web servers where you have installed the Admin Site.