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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.
The process for installing NVivo Server is:
Add server roles and services before you install NVivo Server.
Consider administrator accounts—what accounts will you use to install and administer NVivo Server?
Before installing NVivo Server, you need to add server roles and services. The actions you need to take depend on your operating system.
| Windows Server 2003 SP2 or 2003 R2 | Windows Server 2008 or 2008 R2 |
Add the Application Server role, using the Configure Your Server Wizard, as follows:
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Add the Application Server role, using the Add Roles Wizard, as follows:
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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:
Account used to install NVivo Server—this may be a local account on the server, or a domain account on a domain to which the server belongs.
Default NVivo Server administrator account—this may be a local account on the server, or a domain account on a domain to which the server belongs. You may want to create a dedicated Windows group (for example, 'NVivo Administrators') and add user accounts to this group, as required. This account becomes the default Project Owner for the NVivo sample project.
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:
Log on to the server using an account with administrator privileges.
Insert the NVivo Server DVD into the DVD drive. If the DVD menu does not automatically display, locate and double-click the file NS9Menu.exe on the DVD.
Click Install now and follow the prompts to:
Install any prerequisite components. You may be asked to restart your machine—on restart the installation will continue automatically.
Accept the license agreement and enter your license key.
Choose the Complete set up option, and then select other options as required.
NOTE When choosing the Windows account or group to be given server administrator permissions for NVivo Server—enter the server location (machine or domain name) and the Windows user name or group. This defaults to the local Administrators group on the server.
When the installation is complete, you may need to 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:
TCP Port 8733 for the NVivo Service
TCP Port 1433 for the SQL Service
UDP Port 1434 for the SQL Service
TCP Port 80 for HTTP (only required when activating NVivo Server or adding license keys)
Application exceptions include: C:\Program Files\Microsoft SQL Server\MSSQL10_50.QSRNVIVO9\MSSQL\Binn\sqlservr.exe
NOTE If you are using a firewall that does not support application exceptions, you must manually configure the firewall to open the port allocated to the SQL service. To identify the port allocated to the SQL service:
Launch SQL Server Configuration Manager.
In the console tree, expand SQL Server Network Configuration, and then select Protocols for QSRNVIVO9.
On the right, under Protocol Name, double-click TCP/IP.
In the TCP/IP Properties dialog box, click the IP Addresses tab.
Under IPAll, locate TCP Dynamic Ports. The port number allocated to the SQL service is shown on the right.
NVivo Server Manager is a browser-based application that lets you activate licenses for NVivo Server, manage users and permissions, allocate Client Access Licenses (CALs) and manage NVivo Server projects.
To start NVivo Server Manager
In your Internet browser, enter the web address http://<servername>/NVivo9
If prompted, install the Microsoft Silverlight plug-in when you first launch NVivo Server Manager.
NOTE
NVivo Server Manager is designed to operate over a local network or virtual private network (VPN).
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.
When you purchase NVivo Server you are provided with a license key—you must activate the license key before users can connect to the NVivo Server to work with NVivo Server projects.
NVivo Server supports multiple active license keys—for more information, refer to Configure permissions and allocate licences (Understand how licenses work)
To activate a license key
In NVivo Server Manager, click the Licensing tab.
On the left, click the Licenses tab.
For the license you want to activate, click Activate.
In the Activate License dialog box, enter the required details.
Click Activate.
Depending on the conditions of your license, the key will entitle you to run NVivo Server on a server with a specific number of processors and entitle you to a specific number of Client Access Licenses (CALs)—you can see the details at the bottom of the Licenses tab.
NOTE To deactivate a license key to use on another server, click Deactivate in the Licenses tab (you may need to reallocate CALs as a result of deactivation).
When you purchase a new license, you can add it to the licenses in NVivo Server Manager.
In NVivo Server Manager, click the Licensing tab.
On the left, click the Licenses tab.
Click the Add button.
In the Add License dialog box, enter the new license key.
Click Add.
NOTE You must activate the license key before users can connect to the NVivo Server to work with NVivo Server projects.