Memoq Server Installation Guide 2hi6m

integrated translation environment

server installation guide

© 2004-2010 Kilgray Translation Technologies. All rights reserved.

server installation guide

Contents

Contents Contents ...................................................................................................................................... 2 0 Disclaimer ................................................................................................................................. 3 1 System requirements ................................................................................................................. 4 2 Preparations.............................................................................................................................. 5 2.1 Network connection: network layout and ports ...................................................................... 5 2.2 Back up your data ..................................................................................................................... 6 2.3 and install the .NET Framework .............................................................................. 6 2.4 and install memoQ version 4 .................................................................................. 6 2.5 Plan and configure your project and resource folders ............................................................. 6 3 The memoQ server installation process ...................................................................................... 8 3.1 ing ............................................................................................................................. 8 3.2 Starting the installer .................................................................................................................. 8 3.3 Setting up the database ............................................................................................................ 9 3.4 Installing memoQ server program files and intializing the database...................................... 10 4 Activating and starting memoQ server ..................................................................................... 12 4.1 Activation ................................................................................................................................ 12 4.2 Retrieving licenses without an Internet connection .............................................................. 13 4.3 Starting and stopping the memoQ server service ................................................................... 13 5 Configuring and controlling memoQ server .............................................................................. 15 5.1 The memoQ server ........................................................................................... 15 5.2 Accessing your memoQ server for the first time .................................................................... 15 5.3 Setting project and log file paths ............................................................................................ 16 6 Troubleshooting the memoQ server installation ....................................................................... 17 6.1 The memoQ server service does not start .............................................................................. 17 6.2 When memoQ server stops unexpectedly .............................................................................. 17

This guide covers memoQ server version 4. It contains text items from the English interface of the program. These items are under constant verification and are subject to change without prior notification. If you are viewing this document in an electronic form – for example, in Adobe Reader –, web addresses are clickable, and take you to the page described in the text.

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0 Disclaimer

0 Disclaimer

Installing the memoQ server requires more knowledge and experience than installing a desktop program such as memoQ itself. Do not start making changes to your system unless you are completely aware of what you are doing. Kilgray offers to install your copy of memoQ server on your computer as part of product . We recommend that you stop making changes to your system immediately, and ask for Kilgray’s help if: 

any unclear points remain after carefully reading this document, or



your system behaves in an unexpected way when you start installing the memoQ server.

Asking for help from Kilgray’s product service might save you a lot of time and frustration if you fail to install the memoQ server at the first attempt. Important: Although Kilgray product will make all efforts to install memoQ server on your computer while leaving all other programs and settings intact, other applications on the computer might interfere with the installation. Kilgray cannot take any responsibility for the proper operation of other applications on your server.

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1 System requirements

1 System requirements

To run the memoQ server, your computer must meet the following requirements: 

A PC with a Pentium 4 processor (dual-core or stronger is recommended).

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512 MB of RAM (1 GB or more is recommended).

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100 MB of hard disk space for the application. You will need additional space – possibly, a few gigabytes – to store resources such as translation memories or term bases, and projects.

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A Windows operating system (Windows XP Professional; Windows Server 2003 or 2008; Windows Vista Business, Enterprise, or Ultimate; Windows 7 Business, Enterprise, or Ultimate); Windows Server 2003 or 2008 is recommended. 32-bit and 64-bit operating systems are both ed.

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Microsoft .NET Framework 3.5. You need to install this prerequisite manually.

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Microsoft SQL Server 2005, Express, Developer, Standard, or Enterprise edition. The memoQ server installer can install SQL Server 2005 Express Edition automatically. This works even when you have another instance or copy of SQL Server installed. On the other hand, you can also configure an additional instance of your existing SQL Server configuration. Note that Microsoft SQL Server 2008 is not ed.

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memoQ 4.0 or later, project manager edition. The project manager edition of the memoQ desktop application is required to run memoQ server. It must be installed and activated prior to running the memoQ server installer.

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If you are using mobile licenses: T port 80 needs to be open both for inbound and outbound requests on the server and in any firewall you may be using. This port is required for activation traffic. The server must be able to communicate over this port.

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T port 2705 open on the server and any firewalls. This is the main service port: the memoQ server computer must at all times be accessible through this port.

Note: Most probably, you have acquired memoQ server as part of a serverFive or a larger package, which includes the project manager license needed to setup memoQ on the server itself. Important: To install memoQ server, or perform any of the procedures described in this document, you need istrative privileges in Windows – in other words, you need to be member of the s group on the server computer. You need to perform all procedures locally on the server computer. You can also use a remote control application such as Remote Desktop.

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2 Preparations

2 Preparations

2.1 Network connection: network layout and ports You need to make the memoQ server computer accessible for all translators, reviewers, project managers and other team . If all team work in-house, it is enough to access memoQ server from within the local area network (LAN). In this case, make sure that the IP address of the memoQ server does not change over time. If you are using DH in your network – if you have a router to connect your local network to the Internet, you almost always do –, see the instructions for your router to set up a fixed IP address for your server in the internal network. If you work with both in-house team and freelancers, memoQ server must be accessible from the local area network and the Internet as well. In this scenario, the best practice is to have the server physically hosted in the co-location centre of an Internet service provider (ISP). If you do not do this, and you place the server in your small private network that is connected to the Internet through, for example, ADSL, your memoQ server will have two IP addresses: one internal, and one external address. In this case, you need to set up a single DNS (domain name system) name for the server that is resolved into the internal IP address when you are inside your local network, and into the external address when you connect from the outside. An example of a DNS name is memoqserver.translationcompany.com. Important: It is strongly recommended to use a DNS domain name for the server at all times. If memoQ desktop clients access the memoQ server computer by the domain name, the IP address can be changed without any other configuration changes. You can even use DNS domain names for servers that have no fixed IP address, using dynamic DNS services such as dyndns.com. On the other hand, if your memoQ desktop clients access the server by the IP address, all resources and all projects must be ed again on all desktop clients if the IP address changes. This is a lot of work that can be avoided by a small configuration effort memoQ server communicates using T ports 80 and 2705. Port 80 is used for activation traffic. The memoQ server activator program retrieves server licenses using this port. In addition, if your memoQ server works as a licensing (ELM) server, it will need to connect to Kilgray’s central activation server regularly through port 80. Open port 80 both for outbound traffic on the memoQ server computer, and on any firewalls/routers between the client computers and the memoQ server. Port 2705 is the main service port of memoQ server. Always make sure that memoQ desktop clients can access the memoQ server computer over this port: open the port both for inbound and outbound T traffic on both the server computer, and any routers/firewalls between memoQ desktop client computers and the server computer. Detailed documentation is available on the network setup of the memoQ server. Open the Kilgray website at http://www.kilgray.com/resource-center/-guides. Then look for the document ‘Eliminate company network related issues’. You will need to on the website before you can the document.

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2 Preparations

2.2 Back up your data If you are upgrading an earlier version of memoQ server, it is strongly recommended to back up your data and remove the memoQ server program files before continuing. For details, see the ‘memoQ server version 4.0 upgrade and migration guide’.

2.3 and install the .NET Framework memoQ server requires version 3.5 of the .NET Framework. Make sure you install the .NET Framework and all important updates before starting the memoQ server installer. Note: The procedure for using Windows Update or Microsoft Update is different for various versions of Windows. For specific details please refer to Windows Help.

2.4 and install memoQ version 4 memoQ server requires the memoQ desktop program as a prerequisite. You need to , install, activate and configure memoQ version 4 before installing the memoQ server. To the memoQ desktop program, open the Kilgray website at http://www.kilgray.com/s

Then, in the memoQ section, click the button for the topmost item. This will the latest build of the memoQ desktop program. When your web browser prompts you, click Run to start the installation automatically once the is complete. Important: You need the project manager edition of memoQ on the server computer. For detailed instructions on installing and activating the memoQ desktop program, see the memoQ installation and activation guide. This is available from the Kilgray website at http://www.kilgray.com/resource-center/-guides

After installing memoQ, configure file and folder locations for your server (see next section).

2.5 Plan and configure your project and resource folders By default, memoQ uses the All s\memoQ, the All s\Application data\memoQ, or the C:\ProgramData folder (some within C:\Documents and settings or C:\s) to store resource and project data. memoQ also uses the system-level temporary folder to store files while creating an online project on the server. On a memoQ server, you might need to move these folders away from the default locations for two reasons: 1. Resources – such as translation memories or term bases – and translation projects can occupy a lot of disk space. They also need to be guarded carefully. You might want to move them to a separate disk or a separate volume that has sufficient disk space, and appropriate redundancy (mirroring or RAID-5) to prevent data loss from disk failure.

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2 Preparations

2. Folder paths, especially temporary paths for server projects can become too long. Windows s path names up to 255 characters long. When a folder is created too deeply within the file system, the full path of a folder or file might exceed this limit. In such cases, memoQ will report an error, and might fail to create the preview for documents, or, even worse, to create the entire project. To prevent this, you can move the temporary folder to another location that has a shorter path name. To configure these folder locations, choose Options from the Tools menu. When the Global settings dialog box appears, click the Locations category on the left.

The Projects folder setting does not affect your server. To move your resources to a different location, change the folder paths in the Translation memories, Term bases, and Light resouces text boxes. Use the ellipsis (…) button next to each check box to browse for a folder. memoQ will not copy existing translation memories and term bases to the new folder(s), but it will create all new translation memories and term bases in the new location. However, memoQ will copy the light resources (segmentation rules, QA settings etc.) to the new location. To change the location of the temporary folder used when creating online projects, check the Use custom temporary folder check box, then specify a folder in the Location text box. Use the ellipsis (…) button next to the text box to browse for a folder. There are also further folder locations you can configure, but these are used by the server only. In the memoQ server installer and the Server (see section 3), you can 

set the location of the memoQ server database that stores and group information, licensing data, permissions, and online documents;

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set the location of the online project folders maintained by the server;

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specify the folder where the server stores its log files.

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3 The memoQ server installation process

3 The memoQ server installation process

3.1 ing Always make sure you use the same version, and preferably the same build of the memoQ desktop program and memoQ server on your server computer. To the memoQ server installer, open the Kilgray web site at http://www.kilgray.com/s

Then, in the memoQ server section, click the button in the topmost row. This will give you the latest stable build of the memoQ server. The memoQ server installer comes in the form of a single zip file (memoQServerSetup.4.0.build.zip). Instead of clicking Open in your browser, always save this file to a folder on the server’s local hard disk. Open the folder where you saved the zip file, and then uncompress it in the same folder. Important: Never save or extract the installation package on a network folder or a network drive. The installation program can run from a local hard disk only.

3.2 Starting the installer Before starting the memoQ server installer, make sure that the memoQ desktop program is not open. Then, open the folder where you unzipped the installer package:

Launch (double-click) MemoQServerSetupMain.exe. Note: On Windows Vista, Windows Server 2008, and Windows 7, you might need to right-click the name of the setup program, and then choose Run as from the shortcut menu. The main setup wizard opens.

Click Next to start the installation procedure.

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3 The memoQ server installation process

3.3 Setting up the database First, the memoQ server installation wizard scans the computer for available Microsoft SQL Server 2005 instances. Existing SQL Server instances must be started, otherwise memoQ will not be able to detect them. For more information on starting and stopping services related to memoQ server, see section 4 (Activating and starting memoQ server), and section 6 (Troubleshooting). This document assumes that you are performing a new installation of the memoQ server, and there is no existing data or settings to preserve.

The memoQ server installation wizard will choose one SQL Server instance. If you have specifically dedicated an instance to memoQ server, and the Database options page shows a different one, click Choose to select another instance. If you have chosen a different location for the memoQ server database file (see section 2.6), you need to specify this location in the DB file path text box. Type a folder path in the text box, or click the ellipsis (…) button to browse for a folder. The installation wizard will create the database in the folder you specify. If memoQ server was previously installed on the computer, and you want to delete any previous data and settings, check the Overwrite existing memoQ server database if found check box. On the other hand, if you are upgrading memoQ server from an earlier version or installation, it is recommended to keep the Backup existing database before executing upgrade scripts check box open, so that you will have a backup file to restore if the installation fails. After configuring the database settings, click Next.

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3 The memoQ server installation process

3.4 Installing memoQ server program files and intializing the database The memoQ server installation wizard displays the Installing components page:

At the bottom, click Run Setup. The core memoQ server setup program starts:

1. Click Next to start the installation procedure. The License agreement page appears. 2. Review the end- licensing agreement, then click the I accept the agreement radio button. Then, click Next to proceed. 3. The Select destination location page appears. Here you can specify the location for the memoQ server program files. It is not recommended to change this folder. Click Next to proceed. 4. The setup program now installs the program files, then displays the Completing the memoQ server setup wizard page. Click Finish to return to the main memoQ server installation program. The main memoQ server installation wizard detects that the installation is complete, and starts setting up the database. You can follow the progress in the Installing components page.

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3 The memoQ server installation process

At the end of the process, you should see the following screen:

If an error occurs during installation, click the Details link next to the Status text box. The installation wizard displays a log file with detailed information on the error. Once the database setup is complete, the installation wizard will attempt to start the memoQ server service. However, if this is a fresh installation of memoQ server, the startup attempt will fail because the memoQ server needs to be activated first. See the next section for instructions.

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4 Activating and starting memoQ server

4 Activating and starting memoQ server

4.1 Activation Before starting the activation procedure, make sure the server computer is connected to the Internet, and port 80 (HTTP) is open for outbound connections in your firewalls. If your security policy does not permit this, see section 4.2. To activate the memoQ server, start the memoQ server activation program from the Start  All programs  memoQ server 4.0 menu. The memoQ server activation dialog box appears.

1. Fill in the Company and the Serial number boxes, then click Store. This will save your license information, but it will not retrieve the server licenses from the activation server. 2. The licenses list is now enabled, but it is still blank. Click the Update licenses online (recommended) link to connect to Kilgray’s central activation server, and retrieve your licenses. If your licenses are retrieved successfully, you should see the following screen (or similar):

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4 Activating and starting memoQ server

Note that immediately after retrieving the licenses, the Active edition field might still show None. To display the correct value, close the memoQ server activation window, and open the memoQ server activation program again.

4.2 Retrieving licenses without an Internet connection If the server computer cannot connect to the Internet, you can retrieve your server licenses through e-mail. Follow this procedure: 1. At the bottom of the memoQ server activation window, click Retrieve activation data for sending in e-mail. The Save activation request dialog box appears. This will save an XML file containing the (encrypted) details of your activation request. 2. Send the resulting XML file in an e-mail to [email protected]. Kilgray’s service will send a reply with another XML file, containing the (encrypted) activation response. If the activation is successful, this file contains information about your licenses. 3. Once you receive the reply e-mail, save the XML attachment in a folder you can return to. 4. Open the memoQ server activation program again (if you have closed it in the meantime), and, at the bottom, click Enter activation data received in e-mail. The Open activation response file dialog box appears, where you can select the XML file you received. Once you select this file, the memoQ server activation program will update the license list.

4.3 Starting and stopping the memoQ server service memoQ server runs as a Windows service. By default, the memoQ server service is automatically started when Windows starts: your shared resources are available even if you do not log on to Windows on the server computer. To start and stop the memoQ server service, you can use the memoQ server manager program. By default, it is set to start automatically with Windows. However, if you have just installed memoQ server, and you do not want to restart Windows to start this program, you can launch it from the Start  All programs  memoQ server 4.0 menu. The memoQ server manager displays a taskbar icon in the Windows notification area, indicating whether memoQ server is currently started or stopped. Look for one of these icons:

If you do not see any of these icons, the memoQ server manager program is not started. The green version of the icon indicates that the memoQ server service is started, and the red color indicates that the service is stopped. Right-click the icon to access the following commands:

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To start the memoQ server service, right-click the tray icon, then select Start from the menu.

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To stop the memoQ server service, right-click the tray icon, then select Stop from the menu.

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4 Activating and starting memoQ server

To close the memoQ server manager, right-click the tray icon, then select Exit from the menu. Note that this command will not stop the memoQ server service itself – the service will continue running and the published resources and projects will remain available.

You can also start and stop the memoQ server service in the Windows Services console. All Windows services can be managed from this single location. To access the Services console in Windows XP and Windows Server 2003: select Run from the Start menu, type services.msc, and press Enter. To access the Services console in Windows Vista, Windows Server 2008, and Windows 7: open the Start menu, type services.msc in the search box, then press Enter. The Services console displays a list of installed Windows services:

Look at the Status column to see whether a service is started or stopped. 

To start the memoQ server service, right-click the service in the list, and choose Start from the popup menu.

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To stop the memoQ server service, right-click the service in the list, and choose Stop from the popup menu.

If the memoQ server is not listed among Windows services, it is not installed. In that case, you need to install it from the memoQ server distribution package. Note: For more information on Windows services and using the Services console, see Windows Help.

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5 Configuring and controlling memoQ server

5 Configuring and controlling memoQ server

5.1 The memoQ server You can configure and control memoQ server from the memoQ desktop program. You can use the memoQ program installed locally on the server computer, but – for most istrative tasks – you can also connect to the memoQ server from any computer in the network. If your memoQ server is accessible from the Internet, you can manage it from any computer with an Internet connection. To manage memoQ server, start memoQ, and, from the Tools menu, choose Server . Important: To use the Server , you need the Project manager edition of memoQ. For detailed instructions on using the Server , refer to the full memoQ help. If your system does not include the full memoQ help file, [email protected]. There is one category in the Server that cannot be used remotely: this is the Configuration and logging pane. To modify server paths, log settings, and the server name, you need to run the Server directly on the server computer.

5.2 Accessing your memoQ server for the first time When you open the Server for the first time, you will need to connect to your server. You need to specify the URL or the IP address of the server in the Connection pane of the Server :

If you are running the memoQ desktop program on the server computer itself, use localhost in the Server URL box.

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5 Configuring and controlling memoQ server

If you are accessing the specified server for the first time, memoQ will prompt you for a name and a . In a new memoQ server installation, the default name is , and the default is pw. Later on, you can change the for each memoQ server in the management pane of the Server .

5.3 Setting project and log file paths If you have decided to move the project files for online projects and/or the log files to a location other than the default, use the Configuration and logging category of the Server . Important: To change these locations, you must start the Server directly on the server – these settings are not available if you are managing the server remotely.

If you change the Server project files path (by typing another path in the text box, or clicking Browse to select another folder), memoQ server will copy all online project files to the new location. This might take several minutes. Important: While transferring online project files to the new location, make sure that no one is managing or working on an online project. You might want to take the server offline or pull up a firewall to prevent access while the folders are being transferred. If you change the Log file path (by typing another path in the text box, or clicking Browse to select another folder), memoQ server will create a folder at the new location, and continue writing the logs there. The existing log files are not copied.

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6 Troubleshooting the memoQ server installation

6 Troubleshooting the memoQ server installation

6.1 The memoQ server service does not start There are two main reasons why the memoQ server service may fail to start: 1. The SQL Server service is not running. 2. memoQ server is not activated. On some computers, the SQL Server service takes a long time to start. When the memoQ server service starts, it attempts to connect to the designated instance of the SQL Server service – however, if the SQL Server service takes long to start, memoQ server will time out and fail to start. In this case, you can startmemoQ server manually. (See section 4.3.) If the designated instance of SQL Server is not started at all, you can open the Services console and start the SQL Server instance manually. Additional documentation is available on setting up a dependency between SQL Server and memoQ server. This means that the memoQ server service is set to depend on the designated SQL Server instance. Practically, when memoQ server starts, the system will automatically start SQL Server too, and make memoQ server wait until the database service is up and running. To access this document, open the Kilgray website at http://www.kilgray.com/resource-center/-guides

Look for the document ‘Dependency on SQL Server’. You need to on the Kilgray website before you can access the document.

6.2 When memoQ server stops unexpectedly Under some circumstances, memoQ server might stop unexpectedly. We recommend you take the following action in such cases: 1) Kilgray’s services. Use the form on the Kilgray website http://www.kilgray.com//-

Always include the last log file of the memoQ server. The location of the log file is shown in the Configuration and logging category in the Server . The newest log file is always named Server.log. Compress the log file in a zip file for faster . 2) If memoQ server keeps stopping repeatedly – for example, because there is a published translation memory that was damaged due to a disk error –, you can set Windows to start the service again: 1. Open the Services console in Windows (see section 4.3). Right-click the memoQ server service, then, from the shortcut menu, choose Properties.

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6 Troubleshooting the memoQ server installation

2. Click the Recovery tab:

3. Set the First failure, Second failure, and Subsequent failures drop-down lists to Restart the Service. Whenever the memoQ server service stops unexpectedly, this causes Windows to start it again after 1 minute.

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