Knowledge base 221: Identity Access Client Installation
If Identity Access (Client) software is to be installed and the Microsoft Windows firewall or other hardware/software providers firewall system is in use on the Identity Access (IA Server) PC then configuration to allow access is required. Once these settings have been applied the Identity Access Server is ready to accept an incoming connection and will be ready for 1 or more Identity Access Client connections.
The following network ports should be open on the Identity Access (Server) PC and adding these to the Identity Access Server's Windows Firewall is explained below.
SQL Server Access : TCP 1433
SQL Server Browser : UDP 1434
Identity Access Log Server : TCP 19000 & 19001
Identity Access Download Server : TCP 19100 & 19101
Identity Access Server Configuration
Windows Firewall Configuration
1. In the Windows search menu, type Firewall and select Windows Defender Firewall
2. On the left hand pane, click Inbound Rules and select "New Rule..." on the right hand pane.
3. Select Port and click next.
4. Select TCP. Next to "Specific local ports" type "19000-19001, 19100-19101, 1433" and click Next.
5. Select "Allow the connection" and click Next.
6. Ensure all network types are ticked and click Next.
7. Name the firewall rule, "Identity Access TCP" and click Finish.
8. Add another new rule by selecting "New Rule..." on the right hand pane.
9. Select Port and click next.
10. Select UDP. Next to "Specific local ports" type "1434" and click Next.
11. Select "Allow the connection" and click Next.
12. Ensure all network types are ticked and click Next.
13. Name the firewall rule, "Identity Access UDP" and click Finish.
SQL Server Configuration
1. Login to the Identity Access (Server) PC as a Administrator.
2. Click Start, Microsoft SQL Server 2022 and select SQL Server Configuration Manager.
3. Click on "SQL Server Network Configuration" and double click "Protocols for IDENTITYACCESS".
4. Double-click on TCP/IP (on the right-hand window) to open up the properties.
5. Select the IP Addresses tab (as below) and scroll to the bottom of the list to IPALL.
6. In the TCP Port section for IPALL, add the value 1433 and click [Apply]
You are warned that It will be necessary to restart the SQL services for changes to be applied. This can be achieved by restarting the SQL services in Windows Services, rebooting the machine or via SQL Configuration Manager -SQL Server Services.
Pre-Installation Checks
To ensure that your software installs correctly, it is important to run through the following pre-installation checks.
Before installing your software (Server or Client), temporarily disable your anti-virus for the duration of the install.
Ensure that you have Administrator access to the PC you are installing on (if you are not logged in as an administrator you will be prompted for the administrator login at the start of the installation).
Ensure that all Windows Updates are applied before installation.
Installing Identity Access Client
1. If you have downloaded Identity Access from the Controlsoft website, navigate to your Downloads folder, right click on the .ZIP file that downloaded and select Extract All.
OR
- Insert the flash drive into a spare USB port and Navigate to the USB Disk.
- Double click the file Install_IdentityAccess.exe
2. If the system reboots, the installation will recommence automatically.
3. Follow the installation wizard until you are prompted whether you would like to install a Server or Client.
4. When the installation prompts "Do you want to create the connection string now" select Yes.
5. Click the refresh button next to "Server name", a list of all available servers should appear. Select the "Servername"\IdentityAccess.
Username = sa
Password = C0ntr0lS0ftAdm1n@!
If the Identity Access server does not appear, you may need to type in either "Server Host Name"\IdentityAccess or "Server IP Address"\IdentityAccess
6. Press the Refresh button next to IA Main Database and "IAMAIN" should appear.
7. Press Accept and login to the Client Configuration.
8. Press Accept and restart the PC when prompted.
Identity Access Client is now installed, you may re-enable your antivirus software
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