Knowledge base 221: Identity Access Client Installation

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.

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:
  1. If installing Identity Access V9.1.88 or below see Identity Access Server Configuration at the end of this guide
  2. Temporarily disable your anti-virus for the duration of the install.
  3. 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).
  4. 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
  1. Insert the flash drive into a spare USB port and Navigate to the USB Disk.
  2. 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@!
Alert
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

Identity Access Site Selector

It is possible to create connections to multiple Identity Access Servers from a single Identity Access Client PC. To enable this option:
1. Navigate to: Start > All Apps > Controlsoft > IA Configuration.
2. Login with your Administrator or System Integrator account and select User Interface.
3. Tick Enable Site Selector, click Apply and Accept.

4. Load Identity Access. On the login page, use the drop-down next to Site and select Manage / Add / Edit Sites

5. Click Edit with Site 01 selected 

6. Rename the Site Name to the name of the default site and click Accept.

7. Click Add.

8. Click on the Refresh symbol to scan the network for other available Identity Access Servers. If the server is not located, you can also type the HostName\IdentityAccess
Alert
If the Identity Access server does not appear, you may need to type in either "Server Host Name"\IdentityAccess or "Server IP Address"\IdentityAccess

9. Click the Refresh symbol next to IA Main Database and ensure it shows IAMain

10. Click Test and ensure it shows Test connection succeeded. Click Close and Accept.

11. Rename the Site Name, test the Identity Access Ports and select Accept.

12. Either Add another site or click Close on the Identity Access Site Selector page.

13. On the login page you can now select which site you wish to connect to.

Identity Access Server Configuration (Version 9.1.88 or below)

On the Identity Access Server:
1. Download the IA_Firewall_Rules zip file attached at the bottom of this Article.
2. Run IA_Firewall_Rules.bat.
3. Insert the PC's administrator details if asked.

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