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QuerySurge Windows Installation Guide - Single Machine

QuerySurge Installation Architecture

QuerySurge Component Details

QuerySurge consists of three main components:

  1. QuerySurge App Server – Hosts the Web 2.0 User Interface and manages QuerySurge execution
  2. QuerySurge Database – QuerySurge’s MySQL embedded database
  3. QuerySurge Agent(s) – Sends queries to Source and Target Connections and retrieves result sets

Installation Best Practices

For most trial installations all QuerySurge components will be installed on a single machine. Some actions installation productions will take in order to improve performance are as follows:

  1. Deploy each component on a separate machine
  2. Deploy all components on a single machine with substantial resources

QuerySurge Installation Requirements

This Quick-Start guide will walk you through the installation of QuerySurge.  After your installation is complete, you can refer to the Connection guides to complete your QuerySurge configuration.

What you’ll need: 

  1. Administrative rights on the machine where you’ll be installing QuerySurge
  2. Connection details for any database or file that you would like to use with QuerySurge
  3. Make sure all antivirus software (or similar software) is shut down before you start the installation, as these processes can interfere with the installation process, potentially breaking your installation.

Sample Connection Details:

Oracle Example SQL Server Example
Server Name systemA.example.com Server Name systemB.example.com
Port 1521 Port 1433
Service Name Sales Database Schema_A
User Name myuser User Name myuser
Password mypass Password mypass
Netezza Example Teradata Example
Server Name systemC.example.com Server Name systemD.example.com
Port 5480 Port N/A
Database Schema_C Database Schema_C
User Name myuser User Name myuser
Password mypass Password mypass

For more information on creating connections, see QuerySurge™ configuration.

Hardware Requirements

For more information on hardware configuration for your deployment, see QuerySurge™ System Requirements.

Support 

Have Additional Questions?

The orange Help icon can be found on the lower left hand side of all our web pages and in QuerySurge.

Support is available Monday through Friday, 9am-5pm Eastern Time. If you need assistance in between active help time, you can create a ticket and our team will answer it as soon as possible.

QuerySurge Single-Machine Installation

1. Download the QuerySurge Installer onto the machine you want to install QuerySurge.

2. Double click the QuerySurge Installer to start installation.

3. Under Setup click Next.

4. After reading the License Agreement select "I accept the agreement" and click Next.

5. Leave the default option in the Installation Directory field and click Next.

6. Under Select Components, make sure to check "Database", "Server", and "Agent". Check "Ready for Analytics" if you purchased this addon. Ready for Analytics allows for direct query access to the QuerySurge database. Click Next. 

7. If you want to customize the Memory Configuration, select Custom Memory Configuration and insert amount into the desired fields. If not, click Next. 

8. Review the database backup procedure. Database backsups are critical to ensure data protection. Click Next.

9. Use the default QuerySurge Database Port value of "3306", unless it is already in use, Click Next.

10. Choose if you would like the QuerySurge Tutorial and Sample data to be included with your default project, Click Next.

11. If you applied for the BI Tester Add-On Free Trial, select Feature Code and insert the feature code included in your QuerySurge BI Tester Add-On email, if not, click Next.             

12. Use the default QuerySurge Application Server Ports, unless either are in use, and click Next.

13. The bundled driver screen shows the default drivers deployed on all QuerySurge instances,  click Next.

14. Select which data sources you’d like to connect to from QuerySurge. Selecting a data source will install the driver as part of the Agent installation process. After selecting your driver(s), click Next.

15. While QuerySurge comes pre-bundled with many JDBC drivers you may need to acquire additional drivers. QuerySurge supports all JDBC compliant drivers which can be deployed post-installation, click Next.

16. Under Ready to Install click Next. The installation will take a few minutes to process. 

17. Click Finish to close the Installer and launch QuerySurge in your default browser.


When you have finished this section, your installation is complete. 
 noteIcon__1_.png Note: The local firewall may require ports to be opened. The default QuerySurge ports are 80 (HTTP) and 3306 (database), however you may have modified these during installation. If the ports used during installation are blocked, the firewall may be the cause.
 

Logging Into QuerySurge

1.Open a browser and navigate to the URL: http://<server_name>/QuerySurge.

Note: The URL is: http://<server_name>:<port>/QuerySurge) if a HTTP Port other then "80" was specified.

2.Log in with default administrative credentials:
Username: admin 
Password: admin  

Logging Into QuerySurge Global Administration

1.Open a browser and navigate to the URL: http://<server_name>/QuerySurge/admin.

Note: The URL is: http://<server_name>:<port>/QuerySurge/admin) if a HTTP Port other then "80" was specified.

2.Log in with default administrative credentials:
Username: admin 
Password: admin  
 

QuerySurge Licensing

If you have downloaded a trial version of QuerySurge, a 15-day trial license has been included as part of the installation process. You may log into QuerySurge.

QuerySurge Getting Started

To help you get going, QuerySurge comes with a Getting Started assistant in the application that will walk you through completing some of the initial tasks as a new user. To access it open the "Setup Wizard" which can be found via the user profile icon on the top right of the screen.

cautionIcon__1_.pngImportant: Be sure to back up the QuerySurge database regularly in order to Safeguard QuerySurge Data. Your only protection against data loss is a regular backup schedule. In the case of a severe outage your only possibility of recovery is based on a recent backup.

See this Knowledge Base article for backup procedures.

QuerySurge Configuration

You are now ready to configure your QuerySurge installation with Connections to your data sources (additional Agents and Users are also configuration options). See below for links to these guides:

Please see the QuerySurge - Advanced Installation Guide for Windows for additional details about QuerySurge installation.

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