2. CPM Server Instance Configuration

After launching the CPM AWS instance, use AWS Management Console or any other management tool to obtain the address of the new instance:

cpm

 

Figure ‎2-1

Use this address to connect to the CPM Server using the HTTPS protocol in your browser (https://). When a new CPM Server boots for the first time, it will automatically create a self-signed SSL certificate. Since the certificate is unique for this server, it is safe to use it, and you will need to use it during the configuration stage. However, you can later upload your own certificate if you wish. Since the certificate is self-signed and not signed by an external authority), you will need to approve it as an exception for the browser:

cpm  Browser: CPM supports Mozilla Firefox, Google Chrome, Safari and IE (Version 9+).

Info ‎2-1

cpm  For CPM to work, JavaScript needs to be enabled on your browser.

Warning ‎2-1

cpm
Figure ‎2-2

The example in Figure ‎2 2 is from Firefox: After you click “I Understand the Risks” and add an exception for this server, you get the first screen of the CPM configuration application.

At the first screen, you’ll be asked to type/paste the instance ID of this new CPM instance. This was added to be able to verify that you are indeed the owner of this instance:

cpm
Figure ‎2-3

At the second screen you’ll be asked to approve CPM’s license agreement:

2. CPM Server Instance Configuration
Figure ‎2-4

Please read the user license and check the box. After you click “Next,” you will reach the next screen. In this screen, you will define the root user of CPM. This screen looks a bit differently if you are using the Free Trial and BYOL Edition or one of the paid editions:

2. CPM Server Instance Configuration
Figure ‎2-5

If figure 2-5 you see the screen of the Free Trial and BYOL Edition. To start a free trial, simply leave the “License” field with the default. If you purchased a license directly from N2W Software you need to choose one of the other options, according to the instructions you received.

If you are using one of CPM’s paid products on AWS Marketplace, you will not see the “license” field at all.

Additionally, you will need to enter a username, an optional valid email address, and type the password twice. If this is an upgrade, the username must remain as it was, but the password can be modified.

cpm Passwords: We do not enforce any password rules. However, it is recommended to use passwords that are difficult to guess and to change them from time to time.

Info ‎2-2

 

After Clicking “Next,” you will need to define the time zone for the CPM Server, and enter whether you want to create a new CPM data volume or attach an existing one (from a previous CPM instance). The AWS credentials are an AWS Access Key and Secret Key. You should try and not use root credentials, but rather use credentials of an IAM user. You can either create that IAM user with power user permissions or use a stricter approach and allow the permissions as specified in CPM’s user guide (12.4 Using IAM). If you assigned an adequate IAM role to this instance, you can type “USE_IAM_ROLE” for both the access and secret keys. Please consult the user’s guide for more details (CPM Server Configuration Process). These credentials are not saved anywhere and are only used to create and/or attach the EBS data volume to CPM. You also need to choose whether you will create a new data volume or connect to an existing one. The CPM Data volume is an EBS volume, created by CPM that contains all CPM’s meta-data and configuration. You will connect to an existing while upgrading from an existing setup. For new installations and trials, please stay with the default.

2. CPM Server Instance Configuration
Figure ‎2-6

In the next page of the configuration application, you define the final details. In Figure ‎2 8 you can see this screen, assuming you chose to create a new volume.

2. CPM Server Instance Configuration
Figure ‎2-7

You can also set the capacity of the volume (for guidance on what size you should use, please consult the user’s guide: 2.4.1 – New data volume), and optionally change the port of the web service (443 is the default). If you choose to do so, you need to make sure the desired port is opened in one of the instance’s security groups. There is also a possibility to upload your own SSL certificate and key. If the SSL fields remain empty, CPM will continue to use the same self-signed certificate. “Allow Anonymous Usage Reports” will send a usage report without any identification details to N2WS, so we can improve the CPM solution. Choose “Don’t Allow” if you don’t want these reports to be sent.

The last step will ask you to register this account with N2W Software:

2. CPM Server Instance Configuration
Figure ‎2-8

This registration is mandatory for free trials and optional for paid products. We recommend all customers perform this registration, as it will help us know you and provide better and faster support. In any case, N2W Software guarantees not to share your contact information with anyone.

After clicking on “Configure System” you will see a waiting screen. The operation usually takes around 30 seconds, but may take a little longer. Then you will be redirected to the success screen:

2. CPM Server Instance Configuration
Figure ‎2-9

When you see the screen in Figure ‎2 9, you know that the system was configured successfully. You can then click on the link to start using the system. It will take a few seconds for the application to start. If for any reason, you are not directed automatically to the application login screen, you should reboot the instance from the management console:

2. CPM Server Instance Configuration
Figure ‎2-10

You can now log in with the credentials you created on the first screen, and you’re ready to go…
When you log in for the first time after creating a trial you will get an error message for the first few minutes until CPM can connect and get approved by our licensing service:

2. CPM Server Instance Configuration
Figure ‎2-11

This message should go away in a few minutes. Please allow 4-5 minutes and then refresh the screen.