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Ping Installation Steps

The Ping installer for Windows is automated to make it as simple as possible. Follow these quick steps to get installed and up and running with Ping.
NOTE: please ensure you have installed NodeJS, MongoDB and Redis (introduced from version 2019.03.02) as per the installation prerequisites instructions.

 

IMPORTANT. Do not continue unless you have NodeJS, MongoDB and Redis installed. See the installation pre-requisites instructions for details.

  • Check that the MongoDB and Redis services are running in the windows services window
  • Download the Ping Installer and save it to you hard drive ready for installation. This is accessible from the PingAlerting.com website.
  • Right click on the Ping Installer.exe file and ‘Run as Administrator’
  • Click ‘Yes’ if you get the User Account Control message appear
  • Accept the License Agreement and click Next
  • Once the installation is finished, open Windows Services and check to ensure that the Ping Setup, Ping Scheduler and Ping Qlik Connector services are running. If any of these are not running please start through this window,

 

Access Ping Alerting through the browser on the server, use http://localhost:4551 for the initial setup.

On a clean install you will need to enter the following details in order to ensure that all of the settings for the Ping host server are correct.

  • Enter the Ping Host Server Name. This should be the public IP or fully qualified domain name (DNS) of the Server on which you are installing Ping.
  • Check the Ping HTTP and HTTPS Ports – the default ports for Ping are 4551 and 4552 but you can change those here if necessary. Be sure to open the firewall for your custom ports it you choose to change them,

We also have a number of Qlik related settings on this page. We recommend you adjust the Qlik Session Carry Time (if necessary) but leave the others as the default values at first.

    • Reload Time – the interval time in minutes between checks of reload tasks in Qlik. This is defaulted to 1 minute but the interval can be extended if you only need to check every 5 mins as an example.
    • Qlik Session Carry Time – the time that the Qlik session is set to be active for in the QMC. This should match the session inactivity timeout field in the virtual proxy that we are connecting to. The default is 30 minutes of inactivity.
    • Request Chunk Size – A throttle control to limit the number of threads that Ping will run at any one time, this is defaulted to 10.
  • After checking the PingSetup service is running, open your browser and enter localhost:4551
  • If this is an initial install the Ping Super User registration page will load. Please complete this section and ensure that the user access is left as ‘Manage in Ping’
  • Click ‘Save’.

Following the Super User setup you will move to the license entry screen. You should have received an email from orders@roxai.com which has all of the information required.

  • Download the *.json file that is attached to that email
  • Enter the license key and control number from the email into the form in Ping
  • Enter the email which originally received the license email (this is part of the validation so must match)
  • Upload the json file downloaded from the email into the form.
  • Click Validate to confirm the license details

  • Extract the certificates for the Ping Server from the Qlik Sense Management Console (see instructions here)
  • Click on choose files to pick the certificate files
  • Click on Upload All.

  • Enter the following details for your Qlik Sense site.
    • Source Name is a friendly name that means something to you.
    • Source Type is completed by default as Qlik Sense Server (this is for future capability when multiple data sources will be available).
    • Host Name is the IP or DNS of the Qlik Sense Server (this should be a whitelisted value in the Qlik Sense Virtual Proxy and is the URL which you use to access the server from any desktop).
    • Qlik Sense Service Listen Port (HTTPS) is the HTTPS connection port for Qlik Sense. This will normally be the default value of 443 but if this has been customized you can change the value here. You can see if this and the following Qlik Ports have been customized in the QMC in the settings for the proxy you will be connection to.
    • Qlik REST API Listen Port will default to 4243 as per the standard install of Qlik Sense.
    • Qlik Repository Service API Listen Port will default to 4242 as per the standard install of Qlik Sense.
    • Connect as username is the Qlik Sense UserID that you will use to test the connection and run some of the background connection tasks.
    • User Directory is the Qlik Sense directory that the above user is assigned to.
    • Virtual Proxy Prefix (Optional) will remain blank by default. Ping connects using the Windows authentication pattern. In most cases the ‘Central Proxy (Default)’ virtual proxy setup will work in this way so you can leave this field blank. If you have a different authentication setup, or wish to connect to a different virtual proxy, enter the Prefix for the virtual proxy in this field.
    • Session Cookie Header Name will default to X-Qlik-Session. This is the standard setup of the default virtual proxy. If you are connecting to different virtual proxy this value will be changed (as it is distinct for each virtual proxy). Please check the virtual proxy in the Qlik QMC to identify the value to enter here. It is common to use X-Qlik-Session-<Prefix> but this is not mandatory.
    • Certificate password is for the password created when the Qlik certificates were exported from the QMC. Please enter that password in the two boxes here, the second box is for validation.
    • Qlik Server URL for Email Link allows you to enter a slightly different URL for access to the server. In most circumstances repeat the Host Name entry here. Where the hostname is an internal only connection due to network restrictions you will need to enter the external DNS or IP to ensure links from emails etc can work.
  • After you’ve populated the Data Source information click on ‘Test Connection’, you should see a message saying connection successful.
  • Click ‘Save’ to save your configuration settings.
  • IMPORTANT – Go to Windows services and restart the PingSetup service
  • Ping will return to the login page. Enter the Super User credentials and you will see the Super User Admin dashboard.

Please follow the steps below to configure the email server. This is required, even if you do not wish to receive alerts on email, as all password management etc is managed through email.

  1. Go to Admin Delivery Channels
  2. You will see a table of delivery channels,
    • if a record exists, select the Company Mail record and click on the pencil icon on the right to edit the record.
    • If no record exists in this table, click create new
  3. Enter in your mail server details:
    • Authentication Method (Basic, Anonymous, or NTLM)
    • SMTP Address
    • Port No.
    • Secured: None / TLS / SSL
    • Email User Name
    • Password
    • Default Sender ID
  4. Click on Test Connection, you will see a message popup at the bottom of the screen and should receive an automated email message to the email account entered..
  5. Click Save to save your configurations settings.

NOTE: please ensure you have the correct firewall settings for Ping to communicate with your mail server.