Standard Installation

Standard Installation

When you start the InRule installer, the first screen asks you to choose which components to install. 

For each feature, click the drop-down and select whether the feature will be installed.  

If you would like to change the install location, enter the folder name or click Select Folder.

Click Next when you have finished your selections.

Here is a brief summary of the features.

Rule Author Components

• irAuthor: the InRule authoring and testing tool
• irX for MicrosoftDynamics365: an extension to irAuthor for MicrosoftDynamics365 irX for Salesforce: an extension to irAuthor for Salesforce 
• irX for JavaScript: an extension to irAuthor for InRulefor JavaScript 
• irWord: a Microsoft Word extension for InRule

Developer Components

• irSDK: the Software Development Kit that enables you to build rule processing directly into your applications

Server Components

• irCatalog: provides centralized management of Rule Applications
• irCatalog Manager: a Windows-based manager for your InRule catalog
• irCatalog Manager Website: a web-based manager for your InRule catalog
• irServer Rule Execution Service: a Windows or IIS service for rule execution
• irAdapter for BizTalk Server: integration with Microsoft BizTalk Server

License Agreement

Before installing InRule, you must read and agree to the End User License Agreement.  

Scroll down to view the entire agreement, then select the I accept the terms of this agreement checkbox.  

Click Next to proceed.

Install Type

You have the choice to accept default settings and bypass many of the configuration screens, or to make individual choices suitable to your environment.  

Select Express setup to speed up the installation process by accepting the default settings.  Select Prompted setup to customize the settings during the installation.

Click Next to proceed.

Global Assembly Cache

You may elect to install the irSDK assemblies in the Global Assembly Cache (GAC).

Select the check box to install irSDK in the GAC.  

Some InRule features require irSDK be installed in the GAC. In this case, you will see the check box already selected and disabled.

Click Next to proceed.

Event Log

InRule sends log entries to the "InRule" event log. You may choose to override this location.

If you want to use a different event log location, select it on this screen.  

Click Next to proceed.

irCatalog Service Configuration

You may operate irCatalog as a Windows Service or as an IIS Service.

Choose the kind of service you want for irCatalog, then complete the associated settings. Click Next to proceed.

If you wish to change the type from HTTP to HTTPS after you have installed it, please follow the steps in the From HTTP to HTTPS topic.

If you intend to use centralized authentication you will need to install irCatalog Service as an IIS Service.

irCatalog Service Authentication

You will need to specify the security options for when users connect to irCatalog.

Specify the authentication options for when users connect to irCatalog.  

If you are using centralized authentication, you will need to provide an email address for the irCatalog Administrator. This email address must match the email address in the identity provider, such as Auth0 or Microsoft Azure Active Directory, that you are using. A password is not required.

Click Next to continue.

irCatalog Database Provider

irCatalog may be hosted on either SQL Server or Oracle.

Specify whether to use SQL Server or Oracle to host the irCatalog database.  

If you select to create the database Now, specify the authentication type and credentials for a user with appropriate permissions to the irCatalog database. If you do not have a user with appropriate permissions available prior to install, you may select to install the catalog later by selecting the Manual install later option.

To perform the manual install, locate the scripts in the "C:\Program Files (x86)\InRule\irServer \RepositoryService\DbBuildScripts" directory. Within DbBuildScripts, navigate to the folder for the type of database selected, SqlServer or Oracle. From there, the catalog database creation scripts display in the order they should be executed. The sub-folder UpgradeScripts contains the scripts necessary for a catalog upgrade. Please also take note of the impact of the database name on the following configuration screen.

The user executing the scripts will need the appropriate database permissions configured. For example, on install, create database permissions are necessary.

Centralized authentication is only supported with a SQL Server database. We do not currently support Oracle with centralized authentication.

Click Next to proceed.

irCatalog SQL Server Configuration

You will need to specify details related to creating the irCatalog database.  

The SQL Server configuration screen is shown here; if you are using Oracle, a similar screen (not shown) will be displayed instead.

Specify the configuration parameters for the irCatalog database.  

The provided Database name (for SQL Server) or Schema name (for Oracle) will be used for all underlying database scripts (create, upgrade and utility). This will replace a database name variable within the scripts to the entered name on this screen. If you need to run the scripts later and change the database name, you can do so by performing a find and replace of this entered Database name.

Click Next to proceed.

irCatalog Manager Web Configuration

If you selected the irCatalog Manager Website feature, you need to specify the parameters to establish the IIS application.  

Specify the configuration parameters for the irCatalog Manager Website application. Take note of your "Preview" URL, you will use it at the end of your installation to verify that your installation was successful.

Click Next to proceed.

‏irServer Rule Execution Service Configuration

You may operate the irServer Rule Execution Service as a Windows Service or as an IIS Service.

Choose the kind of service you want for irServer Rule Execution Service, then complete the associated settings.  

Click Next to proceed.

If you wish to change the type from HTTP to HTTPS after you have installed it, please follow the steps in the From HTTP to HTTPS topic.

Prerequisite Check

Just before the actual installation begins, the installer checks the prerequisites for the features and options you have selected.  

If there are no checks to be made, this screen is not shown.

Select a prerequisite test to display more information in the Description and Notes areas.  If you would like to rerun the tests, click the Rerun Tests button.

After the prerequisite tests have completed, click Next.

If you are installing with centralized authentication there are manual steps necessary to verify a successful installation.

Follow these steps to verify a successful centralized authentication installation:

Step 1: Since the Centralized Authentication option was enabled, this test is bypassed. You must add a valid license key to the irCatalog Manager Website's Web.config file for setup to be complete. You can then verify this step manually by opening the irCatalogManager website and logging in.

Step 2: Verify the irCatalog database connection by opening either irCatalogManager or the irCatalogManager website at the and logging in. The URL for the irCatalogManager website is the same as what you took note of in the "Preview" section of the irCatalog Manager Website Configuration installation step.

Product License Activation

InRule requires a license to operate. Use this screen to enter your license key(s) and activate the product.

Enter your name, organization, license key(s) and then click Next to activate.

Select the I don't have an internet connection if you need to activate InRule on a computer that cannot connect to the InRule licensing system.

If you don't have a license key, click What if I don't have a license key? for more options. These may include:

• Contacting your local administrator to obtain your organization's key
• Contacting InRule Support to obtain a key

For more information, see the Activating InRule topic.

Configuration Complete

After you finish configuring the installation, you are set to proceed.

Click Next to begin the installation.

Setup Complete

After the installation completes, a confirmation screen is presented.

Click Close to close the installer.  

To complete an installation that includes an irCatalog Service that uses centralized authentication, you will need to specify a license key under the "InRule.Catalog.Oidc.LicenseKey" key section in the appSettings of the web.config file. The web.config file can be found in the install directory under irServer\CatalogManagerWeb\web.config. Follow the steps in Enable Centralized Authentication for the irCatalogManager Website to complete this step.