OrgPublisher 10.1 EChart Server Setup

Transcription

OrgPublisher
10.1 EChart
Server Setup
Table of Contents
Table of Contents
Introduction .............................................................................................4
Role Requirements for Installation ............................................................4
Prerequisites for Installation ....................................................................4
Additional EChart Thin Server Requirements...............................................5
About OrgPublisher ECharts ........................................................................6
About EChart Rich Client Publishing...........................................................6
EChart Rich Client Workstation Requirements ..........................................6
EChart Rich Client Architecture ..............................................................7
About EChart Thin Client Publishing...........................................................8
EChart Thin Client Workstation Requirements ..........................................8
EChart Thin Client Architecture ..............................................................9
Configuring Groups.................................................................................. 10
Creating a Group on the Domain Controller .............................................. 10
Creating a Group on the Web Server ....................................................... 10
Windows® Server 2003 EChart Setup ......................................................... 12
1.
Create the ECharts Folder & Set NTFS Permissions.......................... 12
2.
Create the OrgPublisher Application Pool ....................................... 14
3.
Create the Virtual Directory in IIS ................................................ 15
4.
Configure ECharts Virtual Directory in IIS ...................................... 18
5.
Enable All Unknown ISAPI Extensions ........................................... 20
6.
When Allow All Unknown ISAPI Extensions is Restricted................... 21
7.
Setup DCOM Permissions ............................................................ 23
Windows® Server 2008 & 2008 R2 EChart Setup ......................................... 28
1.
Installing IIS 7........................................................................... 28
2.
Create the ECharts Folder & Set NTFS Permissions.......................... 32
3.
Create the OrgPublisher Application Pool ....................................... 34
4.
Create the Virtual Directory in IIS ................................................ 35
5.
Setup IIS Authentication ............................................................. 37
The information contained in this document is confidential and proprietary to Aquire Solutions, Inc. This information may
not be distributed or used for any purpose other than the evaluation of Aquire solutions, nor may it be disclosed to any
party without the prior written consent from Aquire. Copyright © 2001 - 2011 Aquire. All Rights Reserved.
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Table of Contents
6.
Setting the MIME Type................................................................ 38
7.
Setup ISAPI Extensions & Handler Mappings in IIS.......................... 39
8.
When Allow All Unknown ISAPI Extensions is Restricted................... 42
9.
Setup DCOM Permissions ............................................................ 46
Testing Publishing OrgPublisher ECharts ..................................................... 52
Prerequisites for Testing EChart Publishing............................................... 52
Test Publishing an Echart Rich Client Chart............................................... 53
EChart Setup Next Steps ....................................................................... 59
Troubleshooting Tips ............................................................................... 60
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Introduction
Introduction
The purpose of this document is to provide the information needed to setup
OrgPublisher ECharts. This installation guide provides 3 sets of directions to
address configuring the following types of servers for Echart publishing:



®
Windows Server 2003
®
Windows Server 2008
®
Windows Server 2008 R2
Role Requirements for Installation

This installation must be completed by an administrator on the Web Server.

Creating the Global Group (OPWeb_GG) on the Domain Controller must be
completed by an administrator on the Domain Controller.
Prerequisites for Installation

OrgPublisher must be installed on the server.

You must open OrgPublisher on the server. Launching the application will
create an entry in DCOM which is required later in the server setup.

Complete the setup of the Global Group (OPWeb_GG) described in
Configuring Groups.
Note: The administrator on the server must have an administrator on the
Domain Controller create the Global Group (OPWeb_GG group).

EChart Server Requirements
 Pentium® PC compatible or greater
 A Microsoft® IIS (ISAPI enabled) Windows® XP, Windows® 2003 Web
server, Windows® 2008 Web server, or Apache™ HTTP Server 2.0+
running Windows® operating system
 A virtual directory with execute permissions for scripts and executables
on the Web server
 60 MB available hard disk space
 1GB of RAM minimum, depending on chart size
Note: There are two types of ECharts, EChart Rich Client and EChart Thin
Client. Both options are discussed in more detail within the About
OrgPublisher ECharts section.
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Introduction
Additional EChart Thin Server Requirements
EChart Thin Client utilizes the server rather than individual user workstations
to process the org chart. The EChart Thin server hardware requirements can
vary depending on a number of factors, such as number of records charted,
number of custom fields, concurrent users, whether the servers are
dedicated to only this function or not, and so on. Ultimately, load testing in
the working environment will determine the final configuration.
The following table lists recommendations that can serve as a starting point
for estimating hardware requirements for Thin Client.
Estimating Hardware Requirements for Thin Client
Number of
Records
Dual Load Balanced
Server Processor
GHz
Memory
Dedicated vs.
Shared Server
Memory
Up to 1000
P4
2
512 MB
1 GB
1001 – 5000
P4
2.5 -3
1 GB
1.5 GB
5001 – 15000
P4
3
1 GB
1.5 GB
15001 – 25000
Dual P4
3
2 GB
2 GB
25000 and up
Dual P4 Hyper
Threaded
3
2 GB
2 GB
Figure 1. Thin Client Hardware Recommendations
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About OrgPublisher ECharts
OrgPublisher ECharts are interactive charts with two publishing options explained
in more detail below.
About EChart Rich Client Publishing





Enhanced performance with the ability to process data faster and more
efficiently than a standard pluginX chart
Recommended for publishing large interactive charts with more than 5,000
records
Advanced security and authentication settings to enable chart, hierarchical,
field, and style security
Full range of toolbar functionality available
Intended for power users or regular users
EChart Rich Client Workstation Requirements






Pentium® PC compatible or greater
Windows® XP, Windows® Vista™, or Windows 7 operating system
512 MB of RAM
60 MB available hard disk space
Microsoft® Internet Explorer 7 and later
Installation of OrgPublisher PluginX viewer
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EChart Rich Client Architecture
EChart Rich Client is recommended for large charts with more than 5,000
records or when using OrgPublisher advanced security options. It provides
fast performance for medium to very large charts and provides field level
security and Microsoft® Active Directory authentication.
It is intended for end power users and end standard users.
Figure 2. EChart Rich Client Architecture
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About EChart Thin Client Publishing




Cross browser functionality*
No pluginX viewer requirement (Option for locked down client environment)
Advanced security and authentication settings to enable chart, hierarchical,
field, and style security
Reduced toolbar features in comparison to Rich Client
EChart Thin Client Workstation Requirements
 Pentium® PC compatible or greater
 Windows® XP, Windows® Vista™, or Windows 7 operating system
 256 MB of RAM
 60 MB available hard disk space
 No OrgPublisher PluginX viewer required
For animated and/or cross browser publishing, see the OrgPublisher 10
Silverlight Configuration document.
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EChart Thin Client Architecture
Thin Client is an option for locked down client environments and charts can
be viewed in any browser (no pluginX viewer requirement). Thin Client also
provides advanced security to control chart, hierarchical, or field level access.
It does not have as many features as Rich Client. This option is intended for
standard users.
Figure 3. EChart Thin Client Architecture
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Configuring Groups
Configuring Groups
The following groups are required to setup access to publish OrgPublisher
ECharts on the server.
Creating a Group on the Domain Controller
Note: The OPWeb_GG group must be created by an administrator on the
Domain Controller.
1. Create a Global Group titled OPweb_GG.
2. Add the OrgPublisher Chart Administrator Users to the global group.
Figure 4. Creating OPWeb_GG on the Domain Controller.
Creating a Group on the Web Server
Note: The OPWeb_LG group must be setup by an administrator on the Server.
Setup of the OPWeb_LG group must be completed prior to moving on with the
installation.
3. Create the Local Group, OPWeb_LG:
3.6 Click Start -> All Programs -> Administrative Tools -> Computer
Management
3.6 In the Computer Management dialog,
expand Local Users and Groups
3.6 Select the Groups folder
3.6 In the Actions Menu, select New Group
Figure 5. Creating the
OPWeb_LG group
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Configuring Groups
3.6
In the New Group dialog, enter OPWeb_LG in the Group Name
field.
3.6
Click Add, and select the Domain Global Group, (OPWeb_GG)
group. Click OK when finished.
In the New Group dialog, select Create and the OPWeb_LG group
should appear in the list of Local Groups.
3.6
Figure 6. Creating the OPWeb_LG Group on the Web Server.
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Windows® Server 2003 EChart Setup
1. Create the ECharts Folder & Set NTFS Permissions
1.1. Navigate to c:\inetpub\wwwroot
1.2. In the File Menu, select New folder. Name the folder ECharts
Figure 7. Create ECharts folder
1.3.
Right click on the
Echarts folder and
select Properties.
Figure 8. ECharts Properties
1.4. The EChart
Properties dialog
displays.
Click on the
Security tab.
Figure 9. Security Tab
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1.5.
1.6.
1.7.
1.8.
Click on Add.
Then Select Users, Computers, or Groups dialog opens. Click
Locations.
The Locations dialog opens. Click on the server.
Then click OK to close the Locations dialog.
Figure 10. Select Server
1.9.
In the Select Users, Computers, or Groups dialog, click the Advanced
button. Then, in the resulting window, click Find Now.
1.10. In the Search Results preview,
select the following groups:
• Users Group
• Administrators Group
• OPWeb_LG Group
• Network Service Group
Figure 11. Add Groups
 IIS_WPG (Worker Process Group)
Click OK to add the groups.
1.11. Enable the following NTFS permissions:
• Users Group – Read & Execute
• Administrators Group – Full Control
• OPWeb_LG Group - Modify
• Network Service Group – Read & Execute
 IIS_WPG (Worker Process Group) – Read & Execute
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Note: It is not required that you remove the Everyone Group from the
PublishedCharts folder. However, edit the Everyone Group
permissions and remove write permissions if enabled.
The Everyone Group should only have read and execute permissions
enabled on the PublishedCharts folder.
1.12. Click Apply. Then, click OK to close the EChart Properties window.
2. Create the OrgPublisher Application Pool
2.1. Go to the start menu, Administrative Tools, and select Internet
Information Services (IIS). In IIS, expand the server and then expand
Application Pools.
2.2. Right click on Application Pools. Go to New and then select
Application Pool…
Figure 12. New Application Pool
2.3.
The Add New Application Pool dialog opens. Enter OrgPublisher in the
Application pool ID field. Select Use default settings for new
application pool. Then Click OK.
Figure 13. Enter the Application Pool ID
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3. Create the Virtual Directory in IIS
3.1. Click on the Start menu,
go to Administrative
Tools. Select Internet
Information Services
(IIS) Manager.
Figure 14. Open IIS
3.2. Click to expand
the server, web
sites, and then
expand the
Default Web
Site.
Figure 15. Expand Default Web Sites
3.3. Right-click on Default
Web Site, go to New,
then select Virtual
Directory.
Figure 16. Select Virtual Directory
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3.4. The Welcome page in
the Virtual Directory
Creation Wizard opens.
Click Next.
Figure 17. Virtual Directory Creation Wizard
3.5. The Virtual Directory
Alias page displays.
Enter Echarts as the
Alias. Click Next.
Figure 18. Virtual Directory Alias
3.6. The Web Site Content Directory page displays. Enter or browse to the
path: C:\inetpub\wwwroot\Echarts and click Next.
Figure 19. Enter physical path
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3.7. The Access Permissions
screen opens.
Select the Read and
Execute check boxes,
and clear the other check
boxes.
Click Next.
Figure 20. Access Permissions
3.8. The You have
successfully completed
the Virtual Directory
Creation Wizard dialog
opens.
Click Finish.
The Virtual Directory
Creation Wizard closes.
Figure 21. Close the Wizard
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4. Configure ECharts Virtual Directory in IIS
4.1.
In IIS, right-click on the
ECharts virtual directory
and select Properties.
Figure 22. IIS ECharts Properties
4.2.
The ECharts Properties dialog opens to the Virtual Directory tab.
4.2.1. Check the Read
check box.
4.2.2. In the Execute
Permissions
dropdown, select
Scripts and
Executables.
4.2.3. In the Application
Pool dropdown, select
OrgPublisher.
Figure 23. Virtual Directory Tab
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4.3. Now, select the Directory Security Tab.
4.3.1. In the
Authentication and
access control
section, click Edit.
4.3.2. The Authentication
Methods dialog opens.
Check Enable
Anonymous access
check box. Verify the
IUSR account is
correct.
4.3.3. Check Integrated
Windows
Authentication.
4.3.4. Click OK to close the
dialog box.
Figure 24. Authentication
4.4.
Select the HTTP Headers tab.
4.4.1. In the MIME types section, click on MIME Types.
4.4.2. In the window that displays, click New.
4.4.3. The MIME Type dialog displays. In the Extension field, enter .ocp
and enter application/orgpublisher in the MIME type field.
4.4.4. Click OK 3 times to close the ECharts Properties dialog.
Figure 25. Set the .ocp MIME type
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5. Enable All Unknown ISAPI Extensions
Note: This step will enable All Unknown ISAPI extensions to run on
the web server. If IT security policy restricts allowing all ISAPI
extensions, please refer to step 6 for an alternate configuration.
The directions below (for step 5) require a one-time setup by the Web
Server Administrator. Using the alternate setup, the Web Server
Administrator will need to enable each chart.dll web extension each time a
new chart is published by the Chart Administrator. If you are unsure which
setup to use, please contact your Domain Administrator to clarify which
directions will meet the requirements of your IT security policy.
5.1. In IIS, click on the Web Service Extensions folder.
5.2. In the Web Service Extension list, right click on All Unknown ISAPI
Extensions. Then, select Allow.
5.3. A security prompt displays. Click Yes to enable all unknown ISAPI
extensions.
Figure 26. Allow all unknown ISAPI Extensions.
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6. When Allow All Unknown ISAPI Extensions is Restricted
Note: If you followed the directions in step 5, skip this step and continue
with step 7. Using the configuration below (in step 6), the Web Server
Administrator will need to enable each chart.dll web extension when new charts
are published by the Chart Administrator. You will not be able to complete this
step until an EChart has been published.
If you are unsure which setup to use, please contact your Domain Administrator
to clarify which directions will meet the requirements of your IT security policy.
The directions below are intended for organizations that cannot set All Unknown
ISAPI Extensions to Allow. Configure the chart.dll each time a new EChart is
published (producing a new chart.dll), the web server administrator will need to
follow the directions below:
6.1.
When a new chart is published, a dll file is produced. This is visible in
the ECharts folder (C:\inetpub\wwwroot\ECharts)
Figure 27. New published chart dll
6.2. Open IIS, and click on Web Service Extensions
6.3. Under Tasks, click on Add a new Web service extension
6.4. The New Web Service Extension dialog opens. In the Extension Name
field, enter the new dll name. (Ex. PacificEastern.dll)
6.5. Click Add and the Add file dialog opens.
6.6. Enter the path to the new chart dll. Then click OK.
Example: C:\inetpub\wwwroot\ECharts\PacificEastern.dll
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6.7.
Check the option to Set
extension status to Allowed.
Then, click OK.
Note: Each time a new chart is
published (and a new dll is
produced) the administrator will
need to follow steps 6.1-6.7 to
allow the dll file. Otherwise,
users will not be able to view the
EChart.
Figure 28. Add Web Extension
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7. Setup DCOM Permissions
7.1.
Launch OrgPublisher on the server. Close the application after it opens.
7.2.
Go to the Start menu, select
Run.
7.3.
Enter dcomcnfg and select OK.
Note: If you receive a CLSID
Warning message, click Yes.
Figure 29. Launch DCOM
7.4.
Expand Component Services, Computers, My Computer. Then,
click on DCOM Config
7.5.
Navigate to OrgPublisher X Document. Right click and select
Properties.
Figure 30. OrgPublisher X Document Properties
Note: If you installed a previous version of OrgPublisher on your
computer, you will see OrgPublisher X Document, where X is the
previous version number. Use that document.
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7.6. The OrgPublisher X Document Properties Opens.
Select the Security Tab.
Figure 31. OrgPublisher X Document Security
7.7. Under Launch and Activation Permissions, click Edit.
Figure 32. Edit Launch and Activation Permissions
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7.8. Click Add. Then, click Locations and change the location to the
Server. Click OK.
Figure 33. Add Groups in Launch and Activation Permissions
7.9.
In the Select Users or Groups
dialog, click Advanced and in the
dialog that displays, select Find
Now.
Figure 34. Select Users or Groups
7.10. Add the following groups:
o Local Administrators Group
o Local Interactive Group
o Local IUSR Account
o Local IWAM Account
o Local Network Group
o Local Network Services Group
o Local OPweb_LG Group
o Local System Group
Figure 35. Select Users or Group
Click OK to add the groups
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7.11. Enable the following Launch and Activation Permissions:
All options
Local Launch
Local Launch
Local Launch
Local Launch
Local Launch
Local Launch
Local Launch
Click OK to close Launch and Activation Permissions.
7.12. Under Access Permissions, click Edit.
Server. Click OK.
Figure 37. Add Groups in Access Permissions
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7.14. In the Select Users or Groups dialog, click Advanced and in the dialog
that displays, select Find Now.
7.15. Select the following groups from the search results and click OK:
Figure 39. Select Groups
7.16. Enable the following Access Permissions:
Both options
Local Access
Local Access
Local Access
Local Access
Local Access
Local Access
Local Access
Click OK to close the Access Permissions dialog and OK to close the
OrgPublisher X Document window.
Note: Your Windows 2003 EChart Server Setup is complete. Now
proceed to test EChart Publishing.
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Windows® Server 2008 & 2008 R2 EChart Setup
Windows® Server 2008 & 2008 R2
EChart Setup
1. Installing IIS 7

Installing IIS on Server 2008 or 2008 R2 is a prerequisite for installing
ECharts.

When using the Add Roles Wizard to install IIS, you get the default
installation, which has a minimum set of role services.

Additional IIS role services are required for the OrgPublisher Web
Administration installation (described in Step 1.6).
1.1
1.2
Click Start -> All Programs -> Administrative Tools -> Server
Manager
In the Server Manager window, scroll down to Roles Summary, and
then click Add Roles.
Figure 40. Server Manager
1.3
The Add Roles Wizard will start with a Before You Begin page. Click
Next after verifying the following:
a. The administrator account has a strong password.
b. The network settings, such as IP addresses, are configured.
c. The latest security updates from Windows® Update are installed.
Figure 41. Before You Begin
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1.4
Select Web Server (IIS) in the Select Server Roles page. Then, click
Next.
Figure 42. Select Server Roles
1.5
An introductory page will open with links for further information. Click
Next.
Figure 43. Introductory Page
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1.6 In the Select Role Services page, select the following IIS role services:
1.6.1 Under Application Development, check:
 ISAPI Extensions
 ISAPI Filters
1.6.2 Under Security, check:
 Windows Authentication
Figure 44. Select Roles Service
1.7
Click Next and the Confirm Installation Selections page displays.
Click Install.
Figure 45. Confirm Installation Selections
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1.8
The Installation Results page displays once the install completes.
Verify the installation was successful and click Close.
Figure 46. Installation Results
1.9
Confirm that the Web server works by opening Internet Explorer and
typing: http://localhost. The following image should display:
Figure 47. http://localhost/
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2.
Create the ECharts Folder & Set NTFS Permissions.
2.1
Navigate to c:\inetpub\wwwroot.
2.2
In the File Menu, select New folder. Name the folder ECharts
Figure 48. Create ECharts folder
2.3
Right click on the
Echarts folder and
select Properties.
Figure 49. ECharts Properties
2.4
The EChart
Properties dialog
displays.
Click on the
Security tab.
Figure 50. Security Tab
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2.5
2.6
2.7
2.8
Click on Add.
Then Select Users,
Computers, or Groups
dialog opens. Click
Locations.
The Locations dialog
opens. Click on the
server.
Then click OK to close
the Locations dialog.
Figure 51. Select Server
In the Select Users, Computers, or Groups dialog, click the Advanced
button. Then, in the resulting window, click Find Now.
2.10 In the Search Results preview,
select the following groups:
• Users Group
• Local Administrators Group
• OPWeb_LG Group
• Network Service Group
Figure 52. Add Groups
2.9
2.11 Enable the following NTFS permissions:
• Users Group – Read & Execute
• Administrators Group – Full Control
• OPWeb_LG Group - Modify
• Network Service Group – Read & Execute
Note: It is not required that you remove the Everyone Group from the
ECharts folder. However, edit the Everyone Group permissions and
remove write permissions if enabled. The Everyone Group should
only have read and execute permissions enabled on the ECharts folder.
2.12 Click Apply. Then, click OK to close the EChart Properties window
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3.
Create the OrgPublisher Application Pool
3.1
3.2
3.3
Click Start -> All Programs -> Administrative Tools -> Select
Internet Information Services (IIS) Manager
Click the + sign next to the
Server Name to display
Application Pools and Sites.
Right click on Application
Pools and select Add
Application Pool.
Figure 53. Add Application Pool
3.4.
In the Add Application
Pool dialog, enter
OrgPublisher in the name
field. Click OK.
Figure 54. Application Pool Name
Additional 2008 R2 Application Pool Setup Instructions
Note: The settings below are unique to 2008 R2 Servers. If you are
configuring ECharts on a 2008 server, continue to step 4. For 2008 R2
EChart server setup, please follow the instructions below.
3.5.
Right click on the OrgPublisher Application Pool and choose Set
Application Pool Defaults.
Figure 55. Set Application Pool Defaults
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3.6.
The Advanced
Settings dialog
opens. Under the
(General) section, set
Enable 32-bit
Applications to
True, and then click
OK.
Figure 56. Set Application Pool Defaults
4. Create the Virtual Directory in IIS
4.1.
4.2.
Click to expand the server, web sites, and then expand the Default
Web Site.
Right-click on Default Web Site, go to New, then select Virtual
Directory.
Figure 57. Create Virtual Directory
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4.3. The Add Virtual Directory dialog opens.
4.3.1. In the Alias field, enter ECharts.
4.3.2. In the Physical path field, enter C:\inetpub\wwwroot\ECharts
Click OK.
Figure 58. Add Virtual Directory
4.4.
Right click on the ECharts
folder, and select Convert to
Application.
Figure 59. Convert to App Pool
4.5.
The Add Application dialog
opens. Click on Select to the
right of the Application pool
field.
4.6.
Select OrgPublisher from the
dropdown.
Then, click OK and OK again
to close the dialog.
4.7.
The Connections window now
shows the ECharts
application.
Figure 59. Convert to App Pool
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5. Setup IIS Authentication
5.1. In Connections, select the ECharts virtual directory folder.
5.2 The /ECharts Home page displays. In the IIS section, double-click
Authentication.
Figure 60. ECharts Authentication
5.3.
Set the following Authentication settings (right click to enable/disable
authentication status):
o
Enable Anonymous Authentication
o
Enable Windows Authentication
Figure 61. Setup ECharts Authentication
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6. Setting the MIME Type
6.1.
6.2.
In Connections, click on the opweb.
Under the IIS Section, double-click on the MIME Types.
Figure 62. Opweb MIME Types
6.3.
6.4.
Under Actions (along the right-side of the screen), click Add.
In the Add MIME Type dialog, enter .ocp for the File name
extension.
6.5.
Enter application/orgpublisher in the MIME type field. Then, click
OK.
Figure 63. Create .ocp MIME Type
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7. Setup ISAPI Extensions & Handler Mappings in IIS
Note: This step will enable All Unknown ISAPI extensions to run on
the web server. If IT security policy restricts allowing all ISAPI
extensions, please refer to step 8 for an alternate configuration.
The directions below (for step 7) require a one-time setup by the Web
Server Administrator. Using the alternate setup, the Web Server
Administrator will need to enable each chart.dll by adding a new script map
each time a new chart is published by the Chart Administrator.
If you are unsure which setup to use, please contact your Domain
Administrator to clarify which directions will meet the requirements of your
IT security policy.
7.1.
7.2.
In Connections, select the Server.
In the Server Home page, double click ISAPI and CGI Restrictions.
Figure 64. ISAPI and CGI Restrictions
7.3
The ISAPI and CGI Restrictions window opens. On the right hand
side of the page, click Edit Feature Settings.
Figure 65. Edit Feature Settings
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7.4.
The Edit ISAPI and CGI
Restrictions Settings dialog
opens. Select Allow
unspecified ISAPI modules,
and then click OK.
Figure 66. Allow Unspecified
ISAPI modules
7.5.
7.6.
Double-click Handler Mappings.
Figure 67. Handler Mappings
7.7.
The Handler Mappings page opens. If the ISAPI-dll Handler is in the
Disabled list, right click on the ISAPI-dll and select Edit Feature
Permissions.
Figure 68. Edit Feature Permissions
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7.8.
The Edit Feature Permissions window displays. Select Execute and click
OK.
7.9.
The Handler Mappings page displays, and the ISAPI-dll will display in the
Enabled Handler Mapping list:
Figure 70. Enabled ISAPI dll
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8. When Allow All Unknown ISAPI Extensions is Restricted
Note: If you followed the directions in step 7, skip this step and continue
with step 9. Using the configuration below (in step 8), the Web Server
Administrator will need to enable a new chart.dll script map when new charts are
published by the Chart Administrator. You will not be able to complete this step
until an EChart has been published.
If you are unsure which setup to use, please contact your Domain Administrator
to clarify which directions will meet the requirements of your IT security policy.
The directions below are intended for organizations that cannot set All Unknown
ISAPI Extensions to Allow. The directions below will assist with this setup:
Configure Each Chart.dll
8.1.
8.2.
Double-click Handler Mappings.
Figure 71. Handler Mappings
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42
8.3.
The Handler Mappings page opens. If the ISAPI-dll Handler is in the
Disabled list, right click on the ISAPI-dll and select Edit Feature
Permissions.
8.4.
The Edit Feature Permissions window displays. Select Execute and
click OK.
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43
8.5.
The Handler Mappings page displays, and the ISAPI-dll will display in
the Enabled Handler Mapping list
Figure 74. Enabled ISAPI dll
8.6.
In the Connections window, click on the ECharts application. Then, in
the IIS section, double click on Handler Mappings
Figure 75. ECharts Handler Mappings
8.7.
The Handler Mappings page opens. Click on Add Script Map (Under
Actions on the right hand side of the page)
Figure 76. Add Script Map
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44
8.8.
The Add Script Map dialog opens. In the request path field,
Enter the chart.dll (For example: Pacific Eastern.dll)
8.9. In the Executable field, enter the physical path to the chart.dll in
the ECharts folder.
(For example: C:\inetpub\ECharts\Pacific Eastern.dll)
8.10. In the Name field, name the dll: (Ex. Pacific Eastern.dll)
8.11. Click OK to close the dialog.
Figure 77. Remoteserver.dll
8.12. A security prompt appears. Click Yes.
Figure 78. Allow Remoteserver.dll
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45
9. Setup DCOM Permissions
9.1.
Launch OrgPublisher on the server. Close the application after it opens.
9.2.
Click the Start button on the Task Bar:
For 2008 Servers: Enter mmc in the open field and click OK.
For 2008 R2 Servers: Enter mmc -32 in the open field and click OK.
9.3.
In the resulting window, go to the File menu and select Add/Remove
SnapIn.
Figure 79. Add/Remove Snap In
9.4.
Select Component Services from the list and click on Add.
Then, click OK.
Figure 80. Component Services
Note: Click the Yes button if you receive a CLSID Warning
message.
9.5.
The Component Services page opens. Double click to expand
Component Services -> Computers -> My Computer -> Select
DCOM Config
Revised 10/18/11
46
9.6.
Right click on OrgPublisher X Document and select Properties.
Note: If you are upgrading from a previous OrgPublisher
version, it will show the version number of that version. Set
permissions on that DCOM entry.
Figure 81. OrgPublisher 10 Document
9.7.
The OrgPublisher X Document Properties Opens. Select the
Security Tab.
Figure 82. OrgPublisher X Document Security
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47
9.8.
Under Launch and Activation Permissions, click Edit.
Figure 83. Edit Launch and Activation Permissions
9.9.
Click Add. Then, click Locations and change the location to the
Server. Click OK.
Figure 84. Add Groups in Launch and Activation Permissions
9.10. In the Select
Users or Groups
dialog, click
Advanced and
the dialog that
displays, select
Find Now.
in
Revised 10/18/11
48
9.11.
o
o
o
o
o
o
o
Add the following groups:
Local Administrators Group
Local Interactive Group
Local IIS_IUSRS
Local Network Group
Local Network Services Group
Local OPweb_LG Group
Local System Group
9.12. Click OK to add the groups
9.13. Enable the following Launch and Activation Permissions:
All options
Local Launch
Local Launch
o Local IIS_IUSRS
Local Launch
Local Launch
Local Launch
Local Launch
9.14. Click OK to close Launch and Activation Permissions.
9.15. Under Access Permissions, click Edit.
Revised 10/18/11
49
Server. Click OK.
Figure 88. Add Groups in Access Permissions
9.17. In the Select Users or Groups dialog, click Advanced and in the dialog
that displays, select Find Now.
Revised 10/18/11
50
9.18. Select the following groups from the
search results and click OK:
o Local IIS_IUSRS
Figure 90. Select Users or Gps
9.19. Click OK to add the groups.
9.20. Enable the following Access Permissions:
o Local
o Local
o Local
o Local
o Local
o Local
o Local
OPweb_LG Group
Administrators Group
Interactive Group
IIS_IUSRS
Network Group
Network Services Group
System Group
Both options
Local Access
Local Access
Local Access
Local Access
Local Access
Local Access
Click OK to close the Access Permissions dialog and OK to close the
OrgPublisher X Document window.
Note: Your Windows 2008/2008 R2 EChart Server Setup is complete.
Now proceed to test EChart Publishing.
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51
Testing Publishing OrgPublisher ECharts
Testing Publishing OrgPublisher
ECharts


The following tests will help you determine if ECharts are configured
correctly. If you can perform the test below successfully, the OrgPublisher
EChart Server installation was successful.
If errors display while testing, review:
 NTFS permissions
 IIS configurations
 DCOM settings.
 Refer to the Troubleshooting Tips in this Installation Guide to determine if
additional settings may be needed.
 If you need further assistance, please contact Aquire Support.
Prerequisites for Testing EChart Publishing

It is recommended to test EChart publishing on a workstation. In addition,
the server administrator may want to add themselves to the OPWeb_LG
group for the purpose of publishing ECharts with the same rights as the Chart
Administrators.

To open an OrgPublisher Echart Rich Client Chart, users must have a pluginX
viewer, orgpubx.ocx. Users will be prompted to download the pluginX file
from the Aquire Web Site when clicking on a chart link for the first time.

Users must be administrators on their machines in order to install pluginX
files.

Refer to the OrgPublisher 10 PluginX Implementation Guide for more
information on pluginX controls.
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52
Test Publishing an Echart Rich Client Chart
1. Launch OrgPublisher and go to the File Menu and select New.
2. The New Chart Wizard Opens. Select Organizational Chart.
Figure 91. Select Organizational Chart
3. Select Empty Chart as the data source. Click Next.
Figure 92. Select Empty Chart
Revised 10/18/11
53
4. Uncheck Lauch the Style Wizard. Then, click Finish.
Figure 93. Uncheck Lauch Style Wizard
5. In the toolbar, click on Insert Box Containing a Person button.
Figure 94. Insert Box Containing Person
6. Drop the box containing a person in the chart white space.
Figure 95. Create a one box chart
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54
7. Click on the Publish button in the toolbar.
Figure 96. Click the Publish button
8. The Publishing Wizard opens.
Select Advanced Mode. Then,
click Next.
Figure 97. Advanced Mode
9. Click Next again. Then, enter a name for the test chart. Click Next.
Figure 98. Name the Chart
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55
10. Select Interactive Org Chart and click Next.
Figure 99. Interactive Org Chart
11. Select Echart and click Next.
Figure 100. EChart
12. Click Next and then Next again. Enter the physical path to the ECharts
folder on the server: \Servername\inetpub\wwwroot\ECharts
Click Next.
Figure 101. EChart Physical Path
Revised 10/18/11
56
13. Select Rich client using PluginX. Click Next.
Figure 102. Echart Rich Client
14. Enter the virtual path to the ECharts folder:
http://Servername/ECharts
Figure 103. Virtual Path to ECharts
15. Click Next through the remainder of the prompts and then click Finish to
publish the test chart as an Echart Rich Client Chart.
Figure 104. Publish the Echart
Revised 10/18/11
57
16. Enter a chart name when prompted and click OK.
Figure 105. Enter a Chart Name
17. In the Echart Link Summary window, click on the URL that displays to open
the Echart in Internet Explorer.
Figure 106. Echart Link Summary
Note: If you did NOT enable all unknown ISAPI extensions in the
Server setup, you will need to configure the chart.dll before being
able to view the published chart.
For 2003 Servers: Please refer to step 6 in the 2003 Setup Instructions
For 2008 & 2008 R2 Servers: Please refer to step 8 in the 2008 & 2008 R2
Setup Instructions.
18. Install the pluginX viewer from the Aquire web site if prompted. The chart
should display in the browser.
Figure 107. Echart Displays in Internet Explorer
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58
EChart Setup Next Steps
Review the list of items below so that your Chart Administrators have what is
needed to begin publishing with ECharts:

Provide the following links to the Chart Administrators:
 ECharts Physical Path for Publishing:
In the Publish to location screen, enter Server UNC Path:
\Servername\inetpub\wwwroot\ECharts
Figure 108. ECharts Physical Path
 ECharts Virtual Path for Publishing
In the URL prompt, enter the ECharts URL:
http://servername/ECharts
Figure 109. ECharts Virtual Path

If a Chart Administrators is not an administrator on his/her machine, he/she
will need assistance downloading the pluginX component.
Revised 10/18/11
59
Troubleshooting Tips
1. If you get an Internet Explorer window with a grey bar at the top, but no
chart, set a MIME type of .OCP on the ECharts folder.
2. Chart administrator or end users get a blank Internet Explorer screen, with a
red X in the upper left corner indicates a problem installing and registering the
ActiveX control. Installing ActiveX controls requires administrative rights on
the PC. Your IT group can request MSI scripts to assist in pushing out the
plugins. Please contact [email protected] if you require a script.
3. Understanding HTTP error messages and their associated status codes is
important when you need to troubleshoot IIS. A few common errors on the
client side (4xx error) and server side (5xx error) are listed below:
Error Code
Definition
400
Bad Request; the server cannot service the request,
usually because of an incorrect URL.
401
Unauthorized; the users credentials were not accepted
by the authorization process.
403
Forbidden; the request could not be serviced for a
number of reasons, even though the user was
authenticated.
404
Not Found; the server cannot locate the requested file.
405
Method Not Allowed; the client incorrectly issues a HTTP
GET request when a HTTP POST request should have
been issued.
406
Not Acceptable; the requested file is not supported by
the client.
407
Proxy Authentication Required; the client has to
authenticate with the proxy server before its request can
be serviced.
410
Gone; the server no longer has the requested file.
500
Internal Server Error; indicates a typical server side
error.
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60
Error Code
Definition
501
501 Not Implemented; the server does not support the
HTTP method requested by the client.
502
Bad Gateway; an invalid response was received by the
upstream server for which this server is a gateway.
503
Service Unavailable; the server does not support the
service requested by the client.
Revised 10/18/11
61

OrgPublisher 10.1 EChart Server Setup

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