Preparing to install the Monitor BI Server

These actions should be performed by your IT department or your IT supplier. If you have questions you can contact the Monitor Support Center by phone: +46 650 766 03 or by e-mail: support@monitorerp.com

You must have Monitor ERP version 24.5 or later installed.

The Monitor BI Server can either be installed on the application server (the Monitor server) or on a separate computer. Installation on the Monitor server is the recommended method if only BI clients will be used locally in the network. If the Monitor BI Server is not going to be installed on the application server but on a separate computer in the DMZ network, it is recommend to install the server on a separate computer in the DMZ network. For this installation you also need an SSL certificate for the computer, please see below.

However you choose to install the BI server, you are required to have an account in Windows with local administrator rights on the computer that the server will be installed on. During the installation of the BI server, you get to select which account will run the services installed in connection with the installation. You should then select that account. You can use the same account that runs the service for the application server (the Monitor server).

To run Monitor BI, the computer must have Microsoft Windows Desktop Runtime 8.0.3 (x64) or later and Microsoft ASP.NET Core 8.0.3 (x64) – Shared Framework or later. Both are required and need to be the same version.

SSL certificate

Purchase an SSL certificate for the server that will function as the BI server. This should be a certificate issued by a certification authority such as Verisign, Go Daddy, or Comodo. Certificates are either issued for the computer's DNS name (e.g., "monitor.yourcompany.com") or for an entire domain (as a so-called wildcard certificate "*.yourcompany.com").
When you receive the certificate file, install it on the server that will function as the BI server. The certificate file must be installed with the private key linked to your certificate, so we can then connect this certificate during installation.

Firewall configuration

The tables below describe how firewalls should be configured for the Monitor BI Server.

When the application server (the Monitor server) was installed, firewalls were configured for communication between Windows clients, the application server, and the distribution server. This means you can skip those parts in the tables below.

The distribution servers provide updates for Monitor ERP, options, and licenses. These servers are maintained by Monitor ERP System AB and are available for the Europe and China regions. The DNS names are cdn-eur-01.monitorerp.com and cdn-chn-01.monitorerp.cn. At present there is one server node per region (node number 01). A server node number 02 will shortly be added (DNS name cdn-eur-02.monitorerp.com and cdn-chn-02.monitorerp.cn respectively).

Please note! Remember to check whether the standard port 443 and 80 is available and that it is not already being used by another service. If the standard port is already being used, choose another port that isn’t being used.

Network's firewall

Protocol	Port	Direction	Function
TCP	7710	DMZ → LAN	Used for updating the BI server.
TCP	8001	DMZ → LAN	Used by the BI server server for communication with the application server (the Monitor server).
TCP	8007	LAN → DMZ	Used for updating the BI server. Port 8007 is set as default but when installing the BI server you can choose another port.
TCP	443/80	Internet → DMZ	Used for communication between BI clients and the BI server. Port 443 is used by SSL; port 80 is used otherwise.
TCP	2638	DMZ → LAN	Used by the BI server for communication with the application server database. Port 2638 is set as default for the database engine SQL Anywhere. Another port can also be chosen.
TCP	1443	DMZ → LAN	Used by the BI server for communication with the application server database. Port 1443 is set as default for the database motor Microsoft SQL Server. Another port can also be chosen.
TCP	5432	DMZ → LAN	Used by the BI server for communication with the application server database. Port 5432 is set as default for the database engine PostgreSQL. Another port can also be chosen.

Windows firewall in the application server (the Monitor server)

Protocol	Port	Direction	Function
TCP	7710	Inbound, Outbound	Used for updating Windows clients.
TCP	8001	Inbound, Outbound	Used by the BI server for communication with the application server.
UDP	8002	Inbound, Outbound	Used by Windows clients to automatically find the application server.
TCP	2638	Inbound, Outbound	Used by the BI server for communication with the application server database. Port 2638 is set as default for the database engine SQL Anywhere. Another port can also be chosen.
TCP	1443	Inbound, Outbound	Used by the BI server for communication with the application server database. Port 1443 is set as default for the database motor Microsoft SQL Server. Another port can also be chosen.
TCP	5432	Inbound, Outbound	Used by the BI server for communication with the application server database. Port 5432 is set as default for the database engine PostgreSQL. Another port can also be chosen.

Windows firewall in the BI server

Protocol	Port	Direction	Function
TCP	7710	Outbound	Used for updating the BI server.
TCP	8001	Outbound	Used by the BI server server for communication with the application server (the Monitor server).
TCP	2638	Inbound	Used by the BI server server for communication with the application server database (the Monitor database). Port 2638 is set as default for the database engine SQL Anywhere. Another port can also be chosen.
TCP	1443	Inbound	Used by the BI server for communication with the application server database. Port 1443 is set as default for the database motor Microsoft SQL Server. Another port can also be chosen.
TCP	5432	Inbound	Used by the BI server for communication with the application server database. Port 5432 is set as default for the database engine PostgreSQL. Another port can also be chosen.
TCP	443/80	Inbound	Used for communication between BI clients and the BI server. Port 443 is used by SSL; port 80 is used otherwise.
TCP	8007	Inbound	Used by the application server (the Monitor server) to communicate updates to the BI server.