Installing Service Manager's HTML5 Self-Service Portal is a straightforward process. Before deployment you should know the deployment topology you want to go with, you will also need to ensure that you have met all the prerequisites.
Make sure that Service Manager is up and running and that you install the portal using an account that has the administrator role in Service Manager. Ensure that you meet the following hardware and software requirements.
Hardware requirements for the new Self-Service Portal are as follows:
|
System Center 2012 R2 servers |
Processor (min) |
Processor (rec) |
RAM (min) |
RAM (rec) |
Hard drive space (min) |
Hard drive space (rec) |
|
Self-Service Portal + Secondary Service Manager (Recommended) |
8-Core 2.66 GHz CPU |
8-Core 2.66 GHz CPU |
16 GB |
32 GB |
80 GB |
80 GB |
|
Self-Service Portal (Standalone) |
4-Core 2.66 GHz CPU |
8-Core 2.66 GHz CPU |
8 GB |
16 GB |
80 GB |
80 GB |
Software requirements are as follows:
- Windows Server 2012 R2
Install the HTML5 Self-Service Portal prerequisites. The prerequisites consist of the following:
- IIS Web Server
- .NET 3.5
- HTTP activation
- ASP.NET 4.5
The following role services under Web Server Role (IIS) also need to be installed:
- Basic authentication
- Windows authentication
- Application development:
- .NET Extensibility 4.5, ASP
- ASP.NET 4.5
A shortcut to adding all the prerequisites is to add them via an elevated PowerShell session by running the following PowerShell code:
Install-WindowsFeature -Name Web-Server, Web-ASP, Web-Asp-Net, Web-Asp-Net45, Web-Net-Ext45, Web-Windows-Auth, Web-Basic-Auth, Web-Mgmt-Tools, Web-Mgmt-Console, NET-HTTP-Activation, NET-Framework-45-Features
Next, the actual portal needs to be installed. To do this, follow these steps:
- Launch the Service Manager Setup Wizard by clicking on the SetupWizard.exe in the setup folder from your download.
- Choose Service Manager Self Service Portal under the Install (Optional) section of the splash screen.
- Enter your name or another name, enter your organization name, check the license terms box to accept the EULA, and then click Next.
- Change the desired installation location or leave the default and click Next.
- Review the System check results to make sure everything is OK. If there are any issues resolve them and rerun the check. Once everything is OK, click Next.
- On the Configure the Self Service Portal Server screen, provide the following information and then click Next:
- A name for the IIS Website
- The Service Manager management server name (FQDN or BIOS)
- The desired portal port (typically 80 or 443 if using SSL)
- If using SSL check the enable SSL box and select the SSL certificate to use
- On the Configure the account for the Self Service Portal screen, select an account that the portal will use to run. It is recommended to use a domain account.
- Test the credentials and then click Next.
- On the Diagnostic and usage data notification information screen, you will see a notification that Diagnostic and usage data is sent to Microsoft by default. Click Next to continue.
- You may be presented with a screen asking to select either to automatically install Microsoft updates for the Service Manager portal or not. Choose an option and click Next.
- Review the Installation summary screen and then click Install when you are ready to proceed.
The setup should continue and you will see a setup completed successfully or failed screen. If the setup fails, click on the Open the Setup Log link and review the log for details on why the setup failed.
The installation will create a new IIS website, bound to the port and installed in the directory chosen during the setup wizard.
An Application Pool is also created and run under the user context chosen during the setup wizard.
This website is then accessible for end users to browse to and will show any Service Offerings and Request Offerings that have been scoped to the end users.
An "out of the box" installation will have default brandings and information related to Microsoft and one of the first tasks should be to customize this for your organization.
See Customizing the Self-Service Portal recipe in this chapter for more information on these tasks.
If attempting to upgrade the 2012 R2 HTML5 portal released with UR8 to the 2016 release, you must first ensure that a hotfix has first been installed.
You can find SSP Upgrade Fix, which will prep the portal for upgrade here:
https://www.microsoft.com/en-us/download/details.aspx?id=54060.
As an alternative to deploying the Self-Service Portal via the GUI wizard, you can do this via command line. To deploy the portal via command line, use the following syntax:
SetupWizard.exe /Install:SelfServicePortal /silent /accepteula /CustomerExperienceImprovementProgram:No /EnableErrorReporting:No /PortalWebSiteName:<Portal Name> /SMServerName:<SDK Server Name> /PortalWebSitePort:<PortNumber> /PortalAccount:<domain><user><pwd>