Risk Management Software - RM Studio Installation

Downloads

Necessary Files

Files required for the software to function:

• SQL Server 2005/2008 - Set the Server up either locally or on a central machine and utilize it for hosting the RM Studio DB.· In the Download section we provide you with a link to download both 32/64 bit versions of Microsoft SQL Server Express R2 for free.·Installation instructions for SQL Server 2008 express R2·

• All included Installer W/O SQL - This package is for those running SQL either locally or centrally and can utilize it for hosting the RM Studio DB.

OR

• RM Studio Client installer (only for those updating previous versions) - This package is only for those currently running RM Studio and are upgrading to a newer version of the software.

Install the Risk Management Studio

64 bit OS post installation configuration click here.

Prerequisites*:
.net 3.5 and .net 4.0 framework (both required)
SQL 2005
SQL 2008 (recommended)
^{*installer will try to install all prerequisites except .net 3.5.}
Make sure that your Operating System is fully updated.·
For Windows XP you need service pack 3.
For Vista and Win7 please use the Windows Update feature and fully update your system before trying to install.

Are you attempting a Fresh Install?· Then start from step 1. These steps are based on a 32 bit WIN OS and no SQL server installed locally.

Are you Updating a previous version of RM Studio?· Then Click here.·

1. Make sure you have the right file downloaded and ready for install.· Only those with access to the download center are able to get the right files.
2. Extract the zip file to a folder you can easily locate, i.e. on your desktop or downloads folder.
3. After the extraction double click on the setup.exe file
4. If you do not have .Net 4.0 or later installed you will now be asked to accept the installation of .Net 4.0 which is mandatory for the software to function properly.
5. By default the application is installed in „C:\Program Files\Stiki\RMStudio“
6. When installation finishes you are done.·

First Login

To access the RM Studio software you will have to login with a user name and password. For a first time use you need to login as the pre-defined default administrative user, user name is „Administrator" and password is „Administrator". Please note, that this user is an RM Studio user so be careful to choose the appropriate type of account when logging in. ·The User name and Password are Case sensitive.

Login Window

1. Once you are logged into the system for the first time, you will get an error saying that you do not have a database ready and the very first step is to create a database which is a prerequisite before you take any other actions. To create the database you open up the Properties dialog box by clicking on the Properties button on the Menu Bar (top of the RM Studio window). You shouldn't have to fill in any information here, but if no information is present these are the default settings for databases on an SQL server located on your computer:

• In the Name field
  • local
• In the Server field
  • .\sqlexpress· (if you have a central database please enter the server\instance name in this field)
    
• In the Database Name field
  • rmstudio
• In the Integrated Security
  • true

Database Config Window

„Next you should press the "Deploy Database" button. This will create the database on the server you specified in the previous step, using the database name that you specified as well. This may take a few moments. Please make sure to allow this process to finish before going any further"

Now you can test the connection by clicking the "Test Connection" button. The "Test Connection" button can also be used when moving databases between servers. „If the result of the connection test is „green" the system is fully configured and ready to use". Please use the users manual for any usage guidance.

If you get errors or even if you do not get errors and after restart you still can not connect to the database, your user (on the computer) does not have privileges to create database or alter one in the SQL Server.· Your user needs to have Connect and Execute rights on an existing database.· It is also wise to have dbcreator role for the user.

For assistance please contact Stiki's Remote Support.

• Uninstall the current RM Studio client from your computer
• Run the installation package and let it finish
• Open the Properties dialog box by clicking on the Properties button on the Menu Bar (top of the RM Studio window)
• Upgrading the database :
  • Make sure the database you want to upgrade is selected or specified accordingly (check the Name, Server, Database Name and Integrated Security). Check the „IsDefault" check box for the database and press the „Test Connection" button to verify that a connection to your database is present.
  • Press the Check version button and if the results is that the database is „out of date" then press the Upgrade button to upgrade the database. This may take a few moments, so please make sure to allow the process to finish before going any further"
  • If you get errors or even if you do not get errors and after restart you still can not connect to the database, your user (on the computer) does not have privileges to create database or alter one in the SQL Server.· Your user needs to have Connect and Execute rights on an existing database.· It is also wise to have dbcreator role for the user.
• Upgrading the Authorization Store:
  • Open the Properties dialog box by clicking on the Properties button on the Menu Bar (top of the RM Studio window)
  • From the navigation tree select"Authorization Store" and then the node "Options"In the „Authorization Store location" field specify the location of your authorization store (rmstudiopolicystore.xml) : by default in 32 bit OS it is located in this folder C:\Program Files\Stiki\RMStudio
  • Press the „Check Version" button to check if it is necessary to upgrade. If the status returned is Upgraded there are no further actions necessary. Otherwise if the status returned is „Out of date" , the press the „Upgrade" button
  • Once these upgrade steps are completed the version of RM Studio is fully configured and ready to be used

64 Bit OS configuration of RM Studio

For those using 64 bit OS there is one thing that needs changing

The software installation is the same as for 32 bit OS. There is one step to be taken.

Step - 1

Install·Microsoft SQL Server Compact 3.5 Service Pack 2 from our download page, this is mandatory for creating databases on 64 bit OS.·

Step - 2·

Open RM Studio and create Data Base and restart RM Studio. ·During this restart you will get an error saying that your Authorization Store can not be located. ·Move to step 3.·

Step - 3

The default installation folder for RM Studio is slightly different, it has an extra (x86) by the Program files. ·Instead of looking like this·C:\Program Files\Stiki\RMStudio it looks like this·C:\Program Files (x86)\Stiki\RMStudio . ·What this means is that the Authorization Store location is different from the Default and needs to be changed in the Properties window in RM Studio. Properties - Authorization Store - Options.  to the  C:\Program Files (x86)\Stiki\RMStudio and select that folder.  Press Apply to make this change active.  Press OK.