HPSM Installation Guide

(HP Service Manager 9.20 server and client on

Windows 7)

Any HP Service Manager developer will undoubtedly see the

value in a local installation of the software. However, even with
the release of HPSM 9.20, Windows 7 continues to present
challenges.
The Windows 7 Aero theme creates visual issues with the
installer, the supplied Java 1.5 lags behind most local java
installations, and known issues with SQL Server 2005 Express edition are all good reasons to
avoid tackling a local instance altogether. This guide will walk you through setting up your local
installation complete with database, application, and Windows client.
Pre-Installation Requirements.
Before setting up your local HPSM installation, you will need to download some software
packages.
Microsoft SQL Server 2008 Express with Tools The SQL Server 2005 edition bundled with the
HP E-Media is not fully compatible with Windows 7 and may not even install properly.
Microsoft offers SQL Server Express both with and without the client tools. You will need the
edition with the client tools in order to configure your database. Select either the 32-bit or 64-bit
edition as required by your operating system.
HP Service Manager 9.20 English SW E-Media The core application is available from HPs
Software Support Website. You will need your Support Authorization ID (SAID) number from
your HP order.
Installing and Configuring the Database:
The database should be installed before the other components. The HPSM configuration process
will require an configured, empty database to be available. This section assumes that you do not
currently have a SQL Server instance installed on your local system.
1. Launch the Microsoft SQL Server 2008 Express with Tools installer. You may be prompted
with a compatibility warning which is safe to ignore at this time. We will reconcile that later.

SQL Server Installation Center

2. From the SQL Server Installation Center, select the Installation menu.
3. Select the New SQL Server stand-alone installation option.
4. On the Feature Selection screen, click the Select All button.

SQL Server Feature Selection

5. On the Instance Configuration screen, select Default Instance.
6. On the Server Configuration screen, click the button labeled Use the same account for all SQL
Server services.
7. In the Account Name drop-down, select NT AUTHORITY\NETWORK SERVICE.

SQL Server Configuration

8. Leave the Password field blank and click OK.
9. On the Database Engine Configuration screen, select Mixed Mode authentication and select a
password for your system administrator (sa) user. Also, click the Add Current User button at the
bottom to ensure that you will be able to configure the SQL Server via your Windows account
later.

SQL Server Database Engine

10. Complete the installation wizard.
11. Once the installation wizard completes, run your Windows Update service to download the
latest SQL Server 2008 Service Pack. This fixes the compatibility warning you may have been
presented with in Step #1.
Note: At the time of this writing, SQL Server 2008 Service Pack 1 is available directly from
Microsofts website and can be installed alone without Windows Update.
12. Launch the SQL Server Configuration Manager(Start->All Programs->Microsoft SQL Server
2008->Configuration Tools).
13. Under SQL Server Network Configuration, select Protocols for SQLEXPRESS.
14. Right-click the TCP/IP protocol option and select Enable.

SQL Server Configuration Manager

15. Select SQL Server Services.
16. Right-click the SQL Server (SQLEXPRESS) service and select Restart.
17. Launch the SQL Server Management Studio (Start->All Programs->Microsoft SQL Server
2008).

SQL Server MS Connect

18. In the Server Name field, enter localhost\SQLEXPRESS.
19. Select SQL Server Authentication.
20. In the Login field, enter sa, and enter the password specified in Step #9.
21. Once connected, right-click the Databases folder in the Object Explorer and select New
Database

SQL Server New Database

22. In the Database Namefield, enter a name for the Service Manager 9.20 database
(e.g.sm920).
Configuring ODBC Data Source:
HP Service Manager connects to the database via an ODBC Data Source Name (DSN). Next, we
will configure a DSN that will be used to connect your HPSM application to the database you
just created.
Note:Instructions for this are different for 32-bit and 64-bit Windows. You will need a 32-bit
DSN for HP Service Manager.
32-bit Windows

Launch the ODBC Manager by selecting Start->Control Panel. Then Administrative Tools->Data
Sources (ODBC).
64-bit Windows
Click the Start button and, in the Search programs and files box, enter
c:\windows\sysWOW64\odbcad32.exe. You should see odbcad32 in the program list. Click the
icon.
From this point on, directions are the same.
23. Select the System DSN tab and click the Addbutton.

Create ODBC Data Source

24. Select the SQL Server driver and click Finish.
25. Enter a name for the data source (e.g. sm920) and localhost\SQLEXPRESS as the Server and
clickNext.
26. Select the With SQL Server authentication option. Enter sa as the Login ID and the
password specified in Step #9 and click Next.
27. Check the Change the default database to check box and select the database you created in
Step #22.
28. Click Next then Finish.

ODBC Test
29. Make sure that your DSN is going to work correctly by clicking the Test Data Source
button.
Installing the HP Service Manager 9.20 Server:
Once the database and data sources are both set up properly and youve been able to establish an
ODBC connection via the test, you are ready to install and configure the HP Service Manager
server.
30. Open the HP Service Manager 9.20 English SW E-Media and browse to the Server\Windows
folder.
31. Right-click the setupserver application and click properties.

HPSM Server Compatibility:

32. On the Compatibility tab, check the Run this program in compatibility mode forcheck box
and select Windows Vista (Service Pack 2). Also, check the Run this program as an administrator
check box.
33. Click Apply and OK.
34. Double-click the setupserver application to launch the HPSM server installation wizard.

HPSM Server Install

35. Select the default options through the wizard, and on the final screen, select the Run the
configuration program after install check box and click the Finish button.
Configure the HP Service Manager 9.20 Server
The HP Service Manager Configuration appears, and we are ready to configure the server
settings as well as install the core application structure and data into the database.

HPSM Configuration:
36. Select the default HTTP Port (13080). You may select a different port if necessary for your
installation (i.e. if you already have another service or application running on port 13080).

HPSM Config DB
37. On the Database Type and Connection Information screen, enter the name of the DSN that
you specified in Step #25. The User is sa and the Password is the password that you specified in
Step #9.
38. On the next screen, click the Verify Connection button to ensure that the database link is
working properly. If the connection cannot be made and you are sure that the service is running,
ensure that you used the correct method (32-bit or 64-bit) for creating the ODBC DSN as
specified previously.
39. The next screen is the HP Service Manager Application and Demo data upload screen. Click
the Upload Data button to populate the database. This process may take several minutes to
complete.
40. Complete the configuration wizard, and your HP Service Manager 9.20 server is ready to
launch.
41. Start the HP Service Manager 9.20 Server service via the Windows Service console.
Install the HP Service Manager 9.20 Windows Client
Now that your HP Service Manager 9.20 Server is ready to use, youll need a client to connect to
it.
42. Open the HP Service Manager 9.20 English SW E-Media and browse to the Client folder.
43. Right-click the setupclient application and select Properties.
44. On the Compatibility tab, select to run the program in compatibility mode for Windows Vista
(Service Pack 2). Otherwise, visual problems with Windows 7 Aero and the installer will prevent
controls like buttons and check boxes to display properly.
45. Launch the setupclient application and select the default values for the wizard.
46. Once the installation is complete, launch the HP Service Manager client.
47. In the Connections dialog, click the New launch configuration button.
48. Enter the information to connect to your local installation. The Server host name is localhost,
and the port is 13080 (unless you specified a different value in Step #36). Initially, use the user
name falcon with a blank password to make your initial connection.
49. Click Connect.
Conclusion
You now have a functional, local installation of HP Service Manager 9.20 server and client on
Windows 7. These instructions should work for both 32-bit and 64-bit editions of Windows. I ran
through this tutorial on Windows 7 Professional, but the instructions should be the same for other
Windows 7 editions as well.