How to Install SmartHub

Be sure to install all of the prerequisites listed for your SmartHub and search engine.

Any issues experienced by BA Insight clients during installation are typically traced to a failure to meet the required prerequisites.

You must satisfy all of the requirements listed in the Prerequisites topic for your search engine.

To be guided through installing BA Insight SmartHub v5, see the video How to Install and Configure SmartHub v5. 

Use the following procedure to install SmartHub.

Extract SmartHub Files to a Local Directory

  1. In Windows Explorer navigate to the location where you downloaded the SmartHub installation package.



  2. Extract the archive to a directory of your choice, such as C:\Program Files\BA Insight\SmartHub\.

Give Read/Write Permissions to System User Running Application Pool

To give permissions only to the system user running the application pool, assuming you are using IIS, perform the following steps:

  1. Open IIS.

  2. Select the Website for which you need to modify permissions.

  3. Go to Basic Settings and identify which application pool account you are using.
    1. For example, "SmartHub".
    2. By default you see ApplicationPoolIdentity.
    3. Note that most administrators change this identity to a different user account, such as <domain>\<YourSmartHubUser>.

  4. Go to Application pools and find the application pool from the previous step.

  5. Find the system account used for running this application pool (Identity column).

    To change the system account that is used to run your SmartHub Application Pool, see How to Change Your Application Pool Identity Account below.

  6. Navigate to your SmartHub site in IIS, select it, and click Edit Permissions under the Actions pane on the right side.

    1. Click the Security tab and add the desired permissions for only the user account identified in step 3.

    2. If you choose the use the default identity user account ApplicationPoolIdentity in step 3, reference this system user in the format IIS AppPool\<application_pool_name>. For example, IIS AppPool\DefaultAppPool.

    3. When adding this user, make sure to set correct locations in the Select Users or Groups dialog.

      This needs to be set to the local machine because this is a local account.

    4. Next, configure the SmartHub Application Pool as follows:

    • Set start mode to “Always Running”
    • Set Idle Time-Out (minutes) to 0
    • Disable application pool recycling
  7. Set the SmartHub website, under advanced settings, in IIS as follows:
    1. Set Preload Enabled = True

Create the SmartHub Web Site in IIS

When using the default settings below, the App poolaccount that is created does not have "Modify" permissions on the configuration folder and therefore cannot read or write configuration settings.

To secure the configuration folder for the App pool account (if the application pool account is the "auto-generated" one), see "Give Read/Write Permissions to System User running Application Pool" above.

  1. Open IIS manager.

  2. Expand <Sites>.
    1. Right-click on <Sites> and select Add Website from the pop-up window that appears.

  3. Site name:
    1. Enter your site name. For example, enter SmartHub.

  4. Physical path:
    1. Enter the path to the unzipped SmartHub package as shown in the graphic above.


Bindings

Note: Once SmartHub is installed, depending on your chosen method of authentication (Ex. Windows authentication), you can enable either HTTP or HTTPS bindings.

As part of the installation process you create HTTP and HTTPS bindings.

  • Type:
    • http
    • https

Use the following steps to enable both bindings in your SmartHub site:

  1. The Site Creation Wizard in IIS allows only a single binding when first creating a site (either HTTP or HTTPS).

  2. After you create your SmartHub site, create a second, additional binding to the same site.

  3. Port:
    1. Enter a port that is not used by another site from IIS.
    2. Port 80 or 8080 is commonly used for HTTP
    3. Port 443 is commonly used for HTTPS
  4. Host name (optional):
    1. Enter a host name to restrict access to the host name (address your users enter into a web browser).
    2. The host name can be a DNS address, local machine name, localhost, and so on.
  5. Click Save.

  6. If you select Content View from the bottom of your SmartHub Content site, your folder structure should resemble the structure shown below:




To access the site, users must have READ access to the folder.

How to Change Your Application Pool Identity Account

The SmartHub Application Pool Identity account must be theLocal Administrator account with the following permissions:

  1. Run a Windows Scheduled Task (required for the BAInsight Analytics Sync Tool).
  2. Manage the Windows Service Bus (required for the BAInsight Analytics). To check if the user has permission follow the next steps:
    1. Open a Service Bus PowerShell as administrator.
    2. Check to see if you have created a service namespace by issuing the following PowerShell command:
      Get-SBNamespace
    3. Verify if the ManageUsers group include your account.
    4. Add permissions to your account using the following PowerShell command: 

Set-SBNamespace -Name "YourNamespace" -Manage YourUser

Use the following instructions to change your Application Pool Identity account.

  1. Open IIS manager if it is not already open.

  2. Click Application Pools from the left-side Connections pane.

  3. Select the Application Pool you wish to change. Note that you can sort your Application Pools by categories such as Name, Status, Identity, Applications, and so on.

  4. Right-click the Application Pools whose identity you wish to change and select the "..." button.

  5. Select the built-in account you wish to use from the drop-down menu or else click the Custom account radio button and click the Set button.

  6. Enter the credentials of the Application Pool Identity account you wish to use.

    1. Enter the account user name in the format <domain>\<name>.