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    DataMart On-Premises Installation

    Installation process is divided into two main stages and post-installation verification.

    Please refer to the Account requirements article for details on the accounts needed for EPM Pulseconfiguration.


    1. Launch an installation file. Installation wizard is opened and the first “Welcome” screen is shown. Click Next.

    2. License agreement screen will be shown. Choose the I Agree radio-button and click Next

    3. The next screen allows to choose the installation folder. Leave the default one or input the path to the custom one.

    4. Confirm the installation by clicking the Next button 

    5. The next screen will confirm the installation completion. Click Close to exit the installation wizard. 


    Run the ‘EPM Pulse Configuration’ wizard from the “Start” menu. 

    1. DB Configuration - it is needed to specify connection information, which will be used by the app:

    1. * SQL Server Instance, Config Database and Logs Database Names; 
    2. * Select Database Authentication and type in the credentials for the account. 

    Click Next once you’re done. 

    2. Add-In Configuration - select the check-boxes depending on the type of connection you are going to use in EPM Pulse – Project Online or Planner

    If you are planning to use a Project Server connection, there is no need to select any settings here. Click Next to proceed.

    a) For Project Online connection - 

    * Enter “Client Id” and “Client Secret”, which are obtained during the registration of the application. Please find details in the following  article - Online App registration
    * App Domain;
    * Redirect URL. 

    Click Next once you’re done.

    b) For Planner connection

    *Enter “Client Id” and “Client Secret”, which are obtained during the registration of the application. Please find details in the following article -  Planner app registration

    * App Domain; 

    * Redirect URL. 

    Click Next once you’re done. 

    3. IIS Configuration - check the checkbox if IIS should be configured on this server. It is required if you are planning to use Project Online connection in EPM Pulse.
    * Provide the Host Name; choose the protocol and select the SSL Certificate. 

    Click Next once you’re done. 

    4. Provision Database Account - choose the account, which will be used for database provisioning. If the account is different from the one currently logged in, specify the credentials. 

    Click Next once you’re done. 

    5. EPM Pulse Global Admin - specify an account that will have Global Administrator permissions to EPM Pulse: 

    * Choose the type of authentication; 

    * Enter credentials. 

    Click Next once you’re done. 

    6. EPM Pulse Proxy Settings - specify Proxy Server, Port, and User credentials if needed. 

    7. EPM Pulse SMTP Settings - to be able to send email notifications SMTP should be configured for EPM Pulse On-Premises Edition site. 

    8. EPM Pulse Sync Services Configuration - select the services which need to be configured on this server: 

    * Job Service - if this node is chosen the “EPM Pulse Job Processor” service will be configured and should start automatically once an installation process will be finished; 

    * Audit Service - choose this node if you have a license for FluentPro Audit Manager. Otherwise, it is not required for EPM Pulse successful installation; 

    * Schedule Service – choose this node to configure the EPM Pulse schedule service. 

    Click OK once you’re done. 

    9. Finish will display configuration summary. 

    Click Finish to exit the configuration wizard. 

    Post-installation verification

    After the installation process finishes the required services, site and databases will be created and proper settings will be set up. 

    1. Navigate to Services and verify, that EPMPulse.Job.Processor and EPM Pulse Schedule Processor services were started. EPM Pulse Audit Events Processor should also be running is you chose to configure it. In case they are not running, please start them manually.

    2. Open Internet Information Services (IIS) Manager and under Sites choose EPM Pulse site. In Browse Website section click on the link to navigate to your EPM Pulse. 

    In case of any issues or errors during installation, please submit a request at support@fluentpro.com

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