The Cluster Editor utility (ClusterEditorUI.exe) reads the server configuration file and updates the UNICOM Intelligence server cluster (mostly DPM settings) with new server information. The utility also updates the new server with required cluster information, including updating the Projects directory with required files. The utility serves the same function as the Command line Cluster Editor utility (ClusterEditor.exe), except that it is offered as a desktop application that provides a simple user interface. The ClusterEditorUI.exe must be run on the cluster's Primary DPM server. When run on a non-Primary DPM server, the Prepare Server, Attach Server, Detach Server, and Delete Server menu options are disabled.

The Login dialog displays after you start the utility. By default, the Login using Windows account option is checked. The utility first tries to login to DPM with LoginUsingWindowsAccount(). If the login fails, the utility tries to login to DPM with LoginAsTrustedWindowsAccount(). If both login attempts fail, the utility displays the failed login information.

If you prefer to login to DPM with specific login credentials, you must disable the Login using Windows account option and enter the appropriate user name and password information. You can change the login user by selecting File > Login.

Cluster details are available when you select the main cluster in the Cluster Editor utility. Cluster details are defined in the site preparation file and provide specific cluster information such as the server names, role, port, and whether SSL is enabled for each server.

The non-modifiable field provides the site name (provided from DPM).

The field provides options for specifying a location for the site preparation file (DataCollectionSitePrep.ini). The utility pre-populates the field by reading the SiteInstallationDir registry value from:

If the registry value does not exist, you can manually enter the site preparation file path or click Browse to navigate to the site preparation file location.

To print the contents of the site preparation file, click File > Print.

Lists information for all cluster servers, including server name, roles, port number, and SSL setting.

There are two methods for adding a server to a cluster:

In this scenario, the server is not yet installed or assigned a role. The Cluster Editor utility must be used to update the site preparation file before you install the UNICOM Intelligence Server software. If the server is already in a prepared state (prepared with the Cluster Editor utility and UNICOM Intelligence is installed), go to Method 2: Adding a prepared UNICOM Intelligence server .

The method uses a separate, single computer cluster for configuration purposes. To add a server without overwriting customized DPM settings, see Adding a server, when UNICOM Intelligence is not pre‑installed, directly to the target cluster .

This scenario assumes that the server is prepared in accordance with the steps outlined in the previous section. Before proceeding, you must ensure that the Cluster Editor utility was used to prepare the server and that the UNICOM Intelligence software is installed on the virtual or physical server.

A new server can be a copied from a virtual machine image, however the virtual machine image must be configured with a unique name before it can be added to the cluster.

You cannot remove servers that are part of a minimum cluster set. The minimum cluster set is defined as a server that is one of the last accessories, interview, or web servers. A server can be removed if it is the last Survey Tabulation, Survey Reporter, or Author server.

The following list outlines the server process steps (prepare, install, reconfigure, attach, detach, and delete) when you work with UNICOM Intelligence cluster servers.

Click Prepare Server.

Fill in the configuration details, and then click Save.