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Installation Requirements

NorthStar CCM Database

Before proceeding to install the NorthStar CCM software, you must create a database (the default name used in the installer is EOSDB4). Its role is to store all the metadata created by the software.

The NorthStar CCM Database needs to be hosted by Microsoft SQL Server.

Tips

  • We recommend using Microsoft SQL Server 2019 Standard Edition or later for your database.
  • It is highly recommended to use a separate server for the SQL database.
  • For HA environments, an SQL Server clustering solution is required.

Required Privileges

During the installation, the user must have db_owner rights. On runtime, the privileges below are enough. However, we recommend keeping the db_owner permissions if possible.

db_datareader
db_datawriter
db_backupoperator
GRANT EXECUTE ON TYPE::[dbo].[DateFilterArray]
GRANT EXECUTE ON TYPE::[dbo].[FileArray]
GRANT EXECUTE ON TYPE::[dbo].[FilePropertyArray]
GRANT EXECUTE ON TYPE::[dbo].[PrincipalsArray]
GRANT EXECUTE ON [dbo].[CheckConnectionDuplicate]
GRANT EXECUTE ON [dbo].[GetEnvironmentPagesRendered]

To provide user access to the database within SQL Server Management Studio, follow the steps below:

  1. In SQL Server Management Studio, open the Object Explorer and navigate to Security\Logins.
  2. Right-click on the user you want to configure, and select Properties.
  3. Within the Login Properties window, access the User Mapping tab.
  4. Select the NorthStar CCM database, then verify the user and add a default schema (e.g., dbo).
  5. Check the needed permissions in the Database role membership section (at least db_owner needs to be selected).

SQL Server Management Studio Login Properties dialog

NorthStar CCM Storage

When you create or add files through the NorthStar CCM Platform, their content will be saved in a storage folder. Before you begin the installation, it is necessary to set up your storage folder.

The storage folder should be placed on the application server. By default, NorthStar CCM will create a default folder, called EOSStorage, located at:

$Application_Data$\MHC Software\EOSStorage

Note

  • We recommend changing the storage location to a different drive.
  • SSD storage is required to increase NorthStar CCM performance.

Because the NorthStar CCM service runs under a user account, it may be necessary to grant that account permission to read/write/list folder contents in the Storage folder.

Other Required Components

.NET 10

The setup also requires .NET 10 to be installed in IIS Components. Please download and install the hosting bundle from the Microsoft download page.

.NET Framework 4.8

The .NET Framework 4.8 can be downloaded from the Microsoft website.

IIS 10.0 or later

IIS (Internet Information Services Manager) 10.0 or later (not IIS Express) with URL Rewrite module is also required.

Internet Information Services (IIS) for Windows® Server is a flexible, secure, and manageable web server for hosting anything on the web. See Microsoft's documentation for installing IIS 10.0.

URL Rewrite

The URL Rewrite module is also a requirement. It is a free extension provided by Microsoft for IIS 10.0 or later.

SSL Certificate

If you need to handle sensitive communications and protect your files with the HTTPS protocol, you will need to install an SSL certificate in IIS.

Note

We recommend using SSL certificates when the NorthStar CCM Platform is exposed on the Internet, not just on an intranet.

Operating System

  • Windows Server 2019 or later

High Availability (HA)

High Availability (HA) is a system that ensures a higher level of business continuity by reducing downtime for unplanned outages. Before proceeding with the HA configuration, we recommend:

  • Check if HA is part of your subscription.
  • Use at least two physical servers to install NorthStar CCM components. Using only virtual machines on the same physical server does not eliminate single points of failure.
  • Use load balancers to automatically balance traffic to your NorthStar CCM instances. If you integrate the NorthStar CCM Platform into your third-party application, load balancers remove the need for writing failover code. Depending on your company's requirements, you can decide whether to use software-based or hardware-based load balancers.
  • Use two storage locations. If network-attached locations are provided, we recommend placing this location in two separate physical instances to avoid single points of failure. The NorthStar CCM Platform will keep these two storage sites synchronized.
  • Use an SQL Server clustering solution.

Port Requirements

Before installing the NorthStar CCM Platform, you will need to ensure that some ports used by the NorthStar CCM Services and IIS are free to enable communication between components. The tables below list the default port numbers used by the NorthStar CCM Services and the IIS websites.

NorthStar CCM Services Ports

These ports can be configured from the configuration files (EOS4.config, DASSvc.config, BISvc.config, PublisherSvc.config). For distributed configurations, the ports need to be opened and accessible in Windows Firewall.

Port Parameter
40014 ESSPort
40015 WorkPort
40016 RepositoryPort
40018 LogPort
40019 BillingPort
40020 TriggerPort
40022 SchedulerPort
40023 BIEOSServerPort
40024 DistributionPort
40025 AlertsPort
40026 BackgroundServerPort
40035 LicensingServerPort
40027 ProcessReporterServerPort
40028 SearchServerPort
40029 NotificationsServerPort
40030 BackupServerPort
40031 RepositorySynchronizationPort
40021 DASEOSServerPort
40017 XFEOSServerPort
1433 SQL Port

IIS Website Ports

Default ports used by IIS for the NorthStar CCM websites. You can change them during the installation of each component.

Port Number Parameter Description
8094 EnterpriseWebsiteURLPort Default port for the Enterprise Website
8095 AdministrationWebsiteURLPort Default port for the Administration Website
8096 PortalWebsiteURLPort Default port for the Customer Portal Website

High Availability Ports

Default ports for High Availability deployments. The same port numbers need to be free and accessible on both firewalls configured as HA peers.

Port Number Parameter Description
40014 ESSPeerPort Storage Port
40022 SchedulerPeerPort Scheduler Port
40026 BackgroundPeerPort Background Services Port
40027 ProcessReporterPeerPort Process Reporter Port
40030 BackupPeerPort Backup Port
40020 TriggerPeerPort Trigger Port