Geneva 15.1 System Requirements

Geneva 15.1 System Requirements
About System Requirements
Geneva Modules

These requirements apply to Geneva and Geneva add-on modules.

If you previously used Advent Partner in conjunction with Geneva, you can now use Geneva World Investor instead. To migrate your
PartnerData database to Geneva 15.1, however, you must first upgrade to the latest release of Advent Partner 7.3.
Hardware

Advent provides performance and capacity guidelines for planning purposes only. Because many variables affect the performance
of your system and the size of your data files, Advent assumes no liability for hardware purchase decisions. Consult your systems
consultant about specific configuration decisions.

Geneva requires a single Microsoft® Windows server at minimum. However, Microsoft recommends installing SQL Server® on a
separate server for optimal performance. Advent recommends you consider this recommendation, keeping in mind the other
applications you need to install and the expected load on the server.

These requirements assume you’ll use multiple servers. If you’ll use a single server instead, you need to combine hardware
requirements.
Software

Operating systems and configuration options not listed on the following pages are not supported.

Advent tests products with the latest service packs. If a product requires a specific service pack, it’s noted.

Advent tests only the English language versions of third-party products such as Microsoft Windows operating systems, Microsoft
Office, Microsoft Exchange, Microsoft SQL Server, Microsoft Active Directory, and more.

Geneva 15.1 works with the following configurations.
Windows Server
IIS
SQL Server
Report Developer Tools
2012 R2
8.5
2012
Important: See “Report Development in SQL Server 2012 Environments” on page 2.
2012
2008 R2
2008 R2
8.0
7.5
7.5
2012
2012
2008 R2

SQL Server Data Tools (SSDT) (a component of SQL Server 2012)

Report Builder (also a component of SQL Server 2012)

Visual Studio 2010 standalone installation
Important: See “Report Development in SQL Server 2012 Environments” on page 2.

SQL Server Data Tools (SSDT) (a component of SQL Server 2012)

Report Builder (also a component of SQL Server 2012)

Visual Studio 2010 standalone installation
Important: See “Report Development in SQL Server 2012 Environments” on page 2.

SQL Server Data Tools (SSDT) (a component of SQL Server 2012)

Report Builder (also a component of SQL Server 2012)

Visual Studio 2010 standalone installation

SQL Server Business Intelligence Development Studio (BIDS) (a component of SQL
Server 2008)

Report Builder (also a component of SQL Server 2008)

Visual Studio 2008 standalone installation
1
Windows Server
IIS
SQL Server
Report Developer Tools
2008
7.0
2012
Important: See “Report Development in SQL Server 2012 Environments” on page 2.
2008
7.0
2008 R2

SQL Server Data Tools (SSDT) (a component of SQL Server 2012)

Report Builder (also a component of SQL Server 2012)

Visual Studio 2010 standalone installation

SQL Server Business Intelligence Development Studio (BIDS) (a component of SQL
Server 2008)

Report Builder (also a component of SQL Server 2008)

Visual Studio 2008 standalone installation

If you use Windows Server 2012 or 2012 R2, add permissions for the “Everyone” group to the C:\Program Files (x86)\Advent folder,
and to the C:\inetpub\wwwroot\aspnet_client folder. For details about editing folder permissions, see “Setting Up Folder
Permissions for Geneva on Windows Server 2012” (KB A38054) in the Knowledge Base.

To write Geneva reports, you can use either Visual Studio (a standalone installation) or a report development tool included with SQL
Server (SQL Server Business Intelligence Development Studio, SQL Server Data Tools, or Report Builder).

To develop Geneva Workflow Manager custom accelerators, you must use Visual Studio (a standalone installation).

To create SQL Server Integration Services (SSIS) packages that extract data from Geneva, you can use SQL Server Business
Intelligence Development Studio. As an alternative, you can use Geneva SQL-CLR Integration.
Report Development in SQL Server 2012 Environments
Known Issue: Although Geneva 15.1 supports the use of SQL Server 2012, this version of SQL Server is not compatible with Geneva
Report Developer “out of the box” because the Visual Studio 2010 components installed with SQL Server 2012 cause errors that prevent
you from successfully developing and previewing Geneva reports. Advent plans to address this issue in a future release. To work around
this issue, you can use Visual Studio 2008-based tools (SQL Server Business Intelligence Development Studio, Report Builder, or Visual
Studio 2008), or you can perform extra configuration and deployment tasks required for Visual Studio 2010-based tools.
Follow these steps to prevent errors from occurring when you add data sets to the reports you develop.
1 Browse to the devenv.exe.config file, typically located in C:\Program Files (x86)\Microsoft Visual Studio 10.0\Common7\IDE.
2 Important: Make a backup copy of the devenv.exe.config file.
3 Open the devenv.exe.config file using any text editor, or Visual Studio itself.
4 Find the <configuration> ... <runtime> ... <assemblyBinding> ... <probing> node. Following the <probing ...>
line, insert the following text. This redirects older versions of the Microsoft.ReportingServices.Interfaces library to the version included
with SQL Server 2012.
<dependentAssembly>
<assemblyIdentity name="Microsoft.ReportingServices.Interfaces"
publicKeyToken="89845dcd8080cc91" culture="neutral" />
<bindingRedirect oldVersion="8.0.242.0" newVersion="11.0.0.0" />
<bindingRedirect oldVersion="9.0.242.0" newVersion="11.0.0.0" />
<bindingRedirect oldVersion="10.0.0.0" newVersion="11.0.0.0" />
</dependentAssembly>
5 Save your changes and close the file, and then restart your report development tool. You should now be able to add a data set to a
Geneva report without encountering an error.
To preview reports, deploy them to a test environment. If you try to preview them in your report development environment, you'll
encounter errors. After you confirm reports work properly in your test environment, deploy them to your production environment so
users can access them in the Geneva Desktop’s Submit Report screen.
Advent does not support Geneva Report Developer on a workstation that has only Visual Studio 2012-based tools. If you use Visual
Studio 2012, Advent recommends you write reports on workstations with Visual Studio 2008- or 2010-based tools instead.
2
Server Requirements
Database Server (Windows Server)
Hardware
Operating System

IBM-compatible Pentium™ 2GHz or higher

4GB of RAM or higher

Hard drive with at least 73GB of free disk space

Microsoft Windows Server®

2012 R2, Standard Edition, 64-bit

2012, Standard Edition, 64-bit

2008 R2, Standard or Enterprise Edition, 64-bit

2008, Standard or Enterprise Edition, 64-bit
Note: Microsoft’s mainstream support for Windows Server 2008 and Windows Server 2008 R2 ended in
January 2015, and extended support ends in January 2020.
For details, including folder permissions requirements for Windows Server 2012 and 2012 R2, see
Operating System requirements for the Application Server (Windows Server).


Database
Software
Optional Remote User Platform: For end-users that access Geneva over a low-bandwidth connection (that
is, a wide area network with latency greater than 50ms), Advent recommends one of the following
platforms for distributing the Geneva Desktop to remote sites.

Windows Server Remote Desktop Services

Citrix XenApp

VMWare View
Optional Virtual Server Platform: VMware ESX™ Server. The CPU, RAM and disk space requirements for a
physical server also apply to a virtual server. For details about support for this platform, see VMware
Support Guidelines for Geneva.
IMPORTANT To prevent software conflicts, install SQL Server components before you install the Geneva
Application Server.

Microsoft SQL Server

2012 (SP2 recommended, SP1 not supported), Standard or Enterprise Edition, 64-bit

2008 R2 (SP1 or later, SP2 recommended), Standard or Enterprise Edition, 64-bit
Install SQL Server with Reporting Services (SSRS).
The following components may apply to you depending on the Geneva features you plan to use. For details,
see Installing the Geneva Application Server.

SQL Server Business Intelligence Development Studio (BIDS) or SQL Server Data Tools (SSDT)

SQL Server Report Builder

SQL Server Integration Services (SSIS)
If you’re planning a scale-out deployment of SQL Server Reporting Services (SSRS), you must use SQL Server
Enterprise Edition.
3
Database Server (Windows Server)
Other Software


Equipment Sizing
for Geneva
Advantage
IIS

8.5 (included with Windows Server 2012 R2)

8.0 (included with Windows Server 2012)

7.5 (included with Windows Server 2008 R2)

7.0 (included with Windows Server 2008)
Microsoft .NET Framework

4.5.1 or 4.5 (for SQL Server 2012 R2 or 2012)

4.0 (for SQL Server 2012 R2, 2012, or 2008 R2)

3.5 SP1 (for SQL Server 2008 R2)
Advent provides equipment sizing information for planning purposes only. Because many variables affect the
performance of your system, Advent can assume no liability for hardware purchase decisions. Consult your
systems consultant for specific configuration decisions related to Geneva Advantage or Geneva generally.
Sample Reconciliation Process: 1000 records in custodian dataset, and 1000 records in Geneva dataset
Expected database growth per day = 30 MB
Total database space used per week (5 days) = 150 MB
Total database space used over 6 months (26 weeks) = 3,900 MB
Geneva World
Investor
1 Database Server

Processor: IBM-compatible Pentium Dual-CPU Intel Xeon 3 GHz or higher

Memory: 4 GB RAM minimum

Storage\Hard drive: 100 GB minimum for installation and daily operations
1 Reporting Server

Processor: IBM-compatible Pentium Dual-CPU Intel Xeon 2.5 GHz or higher

Memory: 4 GB RAM minimum

Storage\Hard drive: 100 GB minimum for installation and daily operations
Application Server (Windows Server)
Hardware

IBM-compatible Pentium 2GHz or higher

4GB of RAM or higher

Hard drive with at least 73GB of free disk space up
IMPORTANT Certain network adapter cards and drivers may cause errors to appear when users log in to the
Geneva Desktop. In these cases, you may need to update your Windows registry settings and reinstall the
network adapter card. For details, see “Geneva Desktop Error: ‘Error getting the ping interval from service’”
(KB A23214) in the Knowledge Base.
4
Application Server (Windows Server)
Operating System

Microsoft Windows Server®

2012 R2, Standard Edition, 64-bit

2012, Standard Edition, 64-bit

2008 R2, Standard or Enterprise Edition, 64-bit

2008, Standard or Enterprise Edition, 64-bit
Note: Microsoft’s mainstream support for Windows Server 2008 and Windows Server 2008 R2 ended in
January 2015, and extended support ends in January 2020.
If you use Windows Server 2012 or 2012 R2, add permissions for the “Everyone” group to the following
folders:

C:\Program Files (x86)\Advent

C:\inetpub\wwwroot\aspnet_client
For details about editing folder permissions, see “Setting Up Folder Permissions for Geneva on Windows
Server 2012” (KB A38054) in the Knowledge Base.

Software
Optional Remote User Platform: For end-users that access Geneva over a low-bandwidth connection (that
is, a wide area network with latency greater than 50ms), Advent recommends one of the following
platforms for distributing the Geneva Desktop to remote sites.

Windows Server Remote Desktop Services

Citrix XenApp

VMWare View

Optional Virtual Server Platform: VMware ESX™ Server. The CPU, RAM and disk space requirements for a
physical server also apply to a virtual server. For details about support for this platform, see VMware
Support Guidelines for Geneva.

IIS


8.5 (included with Windows Server 2012 R2)

8.0 (included with Windows Server 2012)

7.5 (included with Windows Server 2008 R2)

7.0 (included with Windows Server 2008)
Microsoft .NET Framework

4.5.1 or 4.5 (for Application Server components in SQL Server 2012 R2 or 2012)

4.0 (for Application Server components in SQL Server 2012 R2, 2012, or 2008 R2)

3.5 SP1 (for components shared with the Database Server in SQL Server 2008 R2)
Core Server (UNIX or Linux Server)
Hardware


Intel® Xeon® or AMD Opteron™ server, or a comparable hardware model provided by any of the
manufacturers certified by Oracle or Red Hat. See:

Oracle Hardware Compatibility List
(http://www.oracle.com/webfolder/technetwork/hcl/index.html)

Certified by Red Hat (https://access.redhat.com/ecosystem/search/#/ecosystem/
Red%20Hat%20Enterprise%20Linux?category=Server)
The appropriate server size based on a detailed analysis of your business. Contact Advent for assistance.
5
Core Server (UNIX or Linux Server)
Operating System
In general, Advent certifies the latest Solaris and Red Hat Linux Enterprise (RHEL) releases on the two most
recent Geneva releases with mainstream support. If you use earlier Geneva releases still in the mainstream
or extended phase of their support lifecycle, Advent can replicate your environment and perform testing and
development to address reported issues by request. For details, contact Geneva Support.
To find out the level of support for your release, see the Advent Product Support Matrix on the Product
Support Lifecycle page of Advent Direct Community. Note that Advent certifies RHEL only for Geneva 9.0
Update 2 and later releases, and support is limited to low-volume environments until Geneva 10.0 Update 1.
UNIX operating systems on x86-based servers (that is, Opteron and Xeon servers)

Oracle Solaris 11

11.2, 64-bit

11.1, 64-bit, release 11/11

11, 64-bit, release 11/11
Unlike earlier Solaris releases, Solaris 11.x releases do not include X11 libraries required by Geneva (the
libXaw.so.5 library specifically). If you install Geneva on a Solaris server without X11 libraries, a
“libXaw.so.5” fatal error appears. To resolve this issue, you must install X11 packages.
If you’ve already installed X11 libraries, you can log in as root and use a “pkg search” command to confirm
the presence of libXaw.so.5.
Syntax: # pkg search libXaw.so.5
Install the required library using a “pkg install” command.
Syntax: # pkg install libxaw5
Use a similar command to install other missing libraries.
For details about working with software packages in Solaris, look up “Image Packaging System” on the
Oracle Technology Network.

Oracle Solaris 10 (64-bit), release 8/07, 10/08, 5/09, 10/09, 9/10, and 8/11
Before you apply a kernel patch to your production Geneva server, Advent recommends you run Geneva
in a test environment with that patch first. Kernel patch notes:

Geneva 15.1 requires Oracle Solaris 10 (64-bit) release 8/07 or later, running kernel patch 120012-14
or later.

Do not use kernel patches 142901-03 through 142901-12. These patches may cause IP networking
problems with other applications.
Linux-based operating system on x86-based servers (that is, Opteron and Xeon servers)

Red Hat Enterprise Linux (RHEL) release between 6.2 and 6.6.
For 6.2, use kernel 2.6.32-220.17.1.el6.x86_64 or higher.
Choose the appropriate filesystem for your server size. Advent supports the use of ext3, ext4 (the default),
XFS, and NFS.
Consider mounting your filesystem with the “noatime” option.
Advent also recommends Linux Logical Volume Manager, version 2 (LVM 2) on dynamic arrays.
Advent supports Linux in low-volume and high-volume environments. Before implementing Geneva in a
Linux environment, consult Advent about configuration considerations that may apply to your firm.
Optional Virtual Server Platform: VMware ESX™ Server. The CPU, RAM and disk space requirements for a
physical server also apply to a virtual server. For details about support for this platform, see VMware Support
Guidelines for Geneva.
6
Workstation Requirements
User Workstation
Hardware

Intel Core i5 1.0-1.5 GHz, 2 core or higher (Gen 2 or later). For report developer workstations, Intel Core
i5 2.5Ghz, 4 core or higher (Gen 2 or later).

2 GB of RAM minimum, 4 GB or higher recommended
If you use real-time dashboards, a higher amount of RAM is required for optimal performance. If your
dashboard typically contains:

Up to 4,000 rows of data, 4GB of RAM minimum is recommended.

Between 4,000 and 8,000 rows of data, 8GB of RAM minimum is recommended.

More than 8,000 rows of data, contact Advent for a recommendation.
For details about using real-time dashboards, look up “real-time market data” in the Geneva Help index.
Operating System
Software

Video card and monitor that support 1280 x 1024 video resolution minimum

Hard drive with 5-10GB of free disk space. For report developer workstations, hard drive with 10-20GB of
free disk space.

Microsoft Windows-compatible mouse

Windows-compatible printer

Microsoft Windows



7 (which includes IIS 7.5)

Vista (which includes IIS 7.0)
Microsoft .NET Framework

4.5.1 or 4.5 (for Application Server components in SQL Server 2012 R2 or 2012)

4.0 (for Application Server components in SQL Server 2012 R2, 2012, or 2008 R2)

3.5 SP1 (for components shared with the Database Server in SQL Server 2008 R2)
Microsoft Office (for Excel and Outlook integration)

2013, 32- or 64-bit

2010, 32- or 64-bit

2007, 32- or 64-bit

Microsoft Internet Explorer® release between 6 and 11 (for Geneva Help, ClickOnce deployment, and the
MHTML report export option)

For report developer workstations: Any of the following report development tools.

SQL Server Business Intelligence Development Studio (BIDS) or SQL Server Data Tools (SSDT)

SQL Server Report Builder

Visual Studio standalone installation
For a list of supported configurations, see “Software” on page 1.
7
Key Supported Product Changes for Geneva 15.1
Product
Add Support For
Solaris
11.2
RHEL
6.6
Drop Support For
Compatible Advent Products
For more details about product compatibility, see the Geneva Compatibility Matrix on the Geneva product page.
Product
Release
Product
Release
Product
Release
Advent Partner
7.3 Update 9
Moxy
15.1, 14.2, 14.1, 8.7
Syncova
15.1, 14.2, 3.3
Copyright  2015 by Advent Software, Inc. All rights reserved.
NOTE: All names of individuals that may appear in any displays herein are fictitious. Any similarity to the names of any persons living or dead is
unintentional and strictly coincidental.
Part number: GVSR151
Release number: 15.1
Publication date: April 2015
Advent, the Advent logo, Advent Software Inc., and Geneva are registered trademarks of Advent Software, Inc. Other trademarks are those of their
respective holders, and should be treated as such.