Installation Guide - Proposal Software

Transcription

W
Welcome to the Installation Guide for PMAPS WebPro. This document outlines the steps required
to successfully install this web based software on your local servers. This installation requires a
working knowledge of IIS, SQL Server and Windows 2003/2008 Server.
To expedite any troubleshooting support, we require you to complete a table at the end of each
section and throughout this document.
Section
Assigned To:
Comments:
Date Completed:
Fill in the columns:
Assigned To:
Comments:
Date Completed:
Name of the person responsible for that section of the installation
Any notes or comments that will be helpful for troubleshooting
Date the task is completed.
Any disclosure, photocopying, distribution or use of the
contents of this manual without the written consent of
Proposal Software, Inc is prohibited. Copyright laws
protect this documentation.
PMAPS WebPro Installation Guide
Rev: 5/20/2010
1
NOTE: This install may require frequent reboots. Do not start installing
unless you are sure you will be able to reboot the machines as needed.
Section
Reboot Server
Assigned To:
Comments:
PMAPS® WebPro Workflow
Rev: 5/20/2010
2
Date Completed:
PMAPS® WebPro Network Diagram
Rev: 5/20/2010
3
Prerequisites
Before beginning this installation you must make sure that all prerequisite items are configured.
Please refer to the document “PMAPS WebPro Installed Technical Checklist”. If you are
installing on Windows 2008 server and using SQL 2005 make sure to have the latest MSSQL
SP3 release from Microsoft.
This document uses the “Ref” column from the “PMAPS WebPro Installed Technical Checklist”
to help reference appropriate settings and will be displayed where applicable by (Ref: xx).
Ref
D1
Requirements
Server Name Where ZIP Files are
stored
Section
Prerequisites
Checklist
Value
Where are
original files
stored
Assigned To:
Rev: 5/20/2010
Details
Comments:
4
Date Completed:
Verified
By
Download PMAPS WebPro Application Files
1. Create a folder where the PMAPS WebPro application files will be unzipped (Ref:
D1/D2): Example: c:\PMAPS WebPro\
2. Download the latest zip files containing the PMAPS WebPro Application files and save
them to this folder (Ref: D1/D2).
Contact Proposal Software for link to software.
3. Unzip the application files to the folder (Ref: D1/D2)
Folder
Description
Only needed if migrating from the
Client/Server version of PMAPS.
This folder and sub-folders are where
WebPro will store the data files as no data
files are embedded in the SQL table. This
folder can reside on any file share with
appropriate permissions for access.
These are the SQL Scripts for reference
only which create the WebPro SQL
database. These do not need to be run as
you will be restoring a .bak SQL database.
Location of the SQL bak file to restore
Folder containing the Web interface. This
folder should be moved to the IIS server if
running on a multiple server configuration.
ConvertFoxPro
Documents
SQL Scripts
SQL Database
Web
If you are running the IIS on a separate server from the SQL, copy the Web subfolder and
all its contents to the IIS server as this is the Web interface (Ref: W18)
Section
Download
Application Files
Assigned To:
Rev: 5/20/2010
Comments:
5
Date Completed:
Database Configuration
1. Open SQL Server Management Studio and login as the user who has been granted dbo
rights to the database (Ref: S12)
2. Right click the Database folder and select ‘Restore Database’
3. Type in the field “To Database” the new database to create. In this example we are
creating a new PMAPSWEBPRO_Clientname (Ref: S6)
4.
Click the “From device” ellipse box
5. Locate the SQL .bak file and select it (Ref: D3)
Rev: 5/20/2010
6
6. Manually change the location where you want to create the WebPro SQL Database (Ref:
S1-S6 and S15)
7. Click “OK” to create the WebPro database
Running Scripts (optional if not received .bak file)
Locate the SQL Scripts sub-folder (Ref. D3)
Open SQL Server Management Studio and login as the user who has been granted dbo
rights to the database (Ref: S12). Run the scripts in order. Before running each one,
review the notes at the top. Some of the scripts require custom changes before being
run. If you run into any errors stop and troubleshoot (do not continue running scripts).
8. Create the SQL user and give them access to the WebPro database. Make them a
data_owner (Ref: S13).
Section
.bak Restore
Assigned To:
Rev: 5/20/2010
Comments:
7
Date Completed:
9. (OPTIONAL) Assigning SuperAdmin: This top-most role is used to add new users to
WebPro. You can assign multiple Administrators to this role. By default, the login user
named “Administrator” is the only user who can add new users.
a. Locate and open the table dbo.aspnet_users
b. Select the user you want to assign the SuperAdmin role and copy the UserID value.
c. Locate and open the table dbo.SuperAdmins and paste the UserID into the field
Section
SuperAdmin
Assigned To:
Rev: 5/20/2010
Comments:
8
Date Completed:
10. Open Management Studio and browse to the ApplicationSetting table. Configure all options
in this table referring to the Technical Checklist Document A1-A17.
Section
ApplicationSetting
Assigned To:
Rev: 5/20/2010
Comments:
9
Date Completed:
IIS Configuration
1. Make sure to turn off the ‘Automatically adjust clock for daylight changes’ on all IIS
servers. See corresponding Technical Check List for more information.
2. Create a new App Pool based on the domain/service account PMAPS_WebPro: (Ref:
W17). (Make sure that this account is in the WW
3. Create a new Web Site in IIS and call it: PMAPS WebPro.
Rev: 5/20/2010
10
4. Configure the directory to the web directory that you created. Note that this screen shot
shows an example only (Ref: W18)
Rev: 5/20/2010
11
5. Start up the web site. If there are any conflicts with ports, you must resolve them now.
6. Open the properties page of the website and set the default ASP.NET configuration to
ASP.NET 2.0
Rev: 5/20/2010
12
7. Open the documents tab and set the default document to Login.aspx. If this value does
not exist, add this and make it the top most option. You will also need Default.aspx but
place that below the Login.aspx.
8. Open the home directory tab and ensure that “Scripts Only” is selected. Note that this
screen shot shows an example only.
Rev: 5/20/2010
13
9. Configure Directory Security authentication. Add the WebPro service account to the
anonymous access.
10. Make sure to add the WebPro service account to the IIS_WPG and
Web_system_accounts.
Section
IIS Configuration
Assigned To:
Rev: 5/20/2010
Comments:
14
Date Completed:
Website/SQL Connection Configuration
1. Modify the Web.config file in the directory of your web root. Modify the connection
string property to use the server and instance name of your SQL Server. Also set the SQL
Server account information for IIS to use the appropriate permissions. You may use a
domain account (not a local account) or a SQL account. (Ref: S13).
<connectionStrings>
<add name="DatabaseConnectionString" connectionString="Data
Source=SERVERNAME\INSTANCENAME;
Initial Catalog=DATABASENAME;
Persist Security Info=True;
User ID=SQLUSERNAME;
Password=SQLPASSWORD;
Application Name=PMAPS.WebPro"
providerName="System.Data.SqlClient"/>
</connectionStrings>
Using Windows Authentication (no username or password). This Windows Domain
Account must have db.Owner access to the database as well as “Modify” permissions to
the data folder. Make sure the App Pool account is configured for this security.
<connectionStrings>
<add name="DatabaseConnectionString" connectionString="Data
Source=SERVERNAME\INSTANCENAME;
Initial Catalog=DATABASENAME;
Persist Security Info=True;
Integrated Security=SSPI;
Application Name=PMAPS.WebPro"
providerName="System.Data.SqlClient"/>
</connectionStrings>
Section
SQL Connection
Assigned To:
Rev: 5/20/2010
Comments:
15
Date Completed:
Starting the Web Site
1. Open up a DOS window and run the following command to register ASP.NET. You may
need administrative privileges to do this. This procedure will register the PMAPS
database with the application server.
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regsql.exe
For more information on this feature see: http://msdn.microsoft.com/enus/library/x28wfk74.aspx
2. Make sure the file noiseENG.txt is located in your DocumentCache folder (Ref: D3)
3. At this point you should be able to login to the website. Point your browser to the root of
the web site (Ref W15) and login with the user you just created. Troubleshoot any login
issues before proceed.
By Default, the user name is: Administrator and the password is: administrator (lower
case).
Troubleshooting: Check the Application Pools and make sure the Classic .NET
Application is started.
Section
Start Web Site
Assigned To:
Rev: 5/20/2010
Comments:
16
Date Completed:
Creating the Document Folder
PMAPS WebPro does not store the data files in the SQL table. It uses the dbo.applicationsetting
table to store the UNC path to the file share.
The documents folder contains the data files that are referenced by the SQL tables.
1. Extract the Documents.zip file (Ref: D1/D2) to the appropriate file share.
2. The service account used for the application/IIS server will need modify permissions to
these folders.
Rev: 5/20/2010
17
PMAPS Indexing Service
Please refer to this document for Installing the PMAPS WebPro Indexer:
www.proposalsoftware.com/pmapswebpro/documentation/PMAPS WebPro Indexer Installation
Guide.pdf
Section
Indexer WebPro
Setup
Assigned To:
Comments:
Date Completed:
Installing the Client Viewer (Desktop Component)
Please refer to this document for Installing the PMAPS WebPro
www.proposalsoftware.com/pmapswebpro/documentation/pmaps webpro initial workstation
setup.pdf
Section
Install Viewer
Assigned To:
Rev: 5/20/2010
Comments:
18
Date Completed:
Setting up SQL Server Reports using SSRS (SQL Server Reporting Services) Optional
This section describes the process for setting up the built-in reports using SQL Server Reporting
Services. The following screens are an example for a WebPro database called “Commercial”.
1. Open your SSRS on the SQL server where the WebPro database is installed. Example: Type
“http://555.123.107.12/Reports/Pages/Folder.aspx” in a browser and click the Show Detail
button.
Rev: 5/20/2010
19
2. Click the New Folder button to upload reports for this “Commercial” database.
Rev: 5/20/2010
20
3. Enter the Name of the folder: For example type the folder name as
“PMAPSWEBPRO_commercial” for the “commercial” database and click OK.
Rev: 5/20/2010
21
4. Click on the newly generated folder named “PMAPSWEBPRO_commercial” to create a
data source for uploading the reports.
Rev: 5/20/2010
22
Rev: 5/20/2010
23
5. Add the following entries to create the new data source.
a. Name of data source as “PMAPSWEBPRO_commercial_DS”
b. Connection string as Data Source=SQLSERVER;Initial
Catalog=PMAPSWEBPRO_commercial;
c. Select Windows integrated security option.
d. Press OK.
Rev: 5/20/2010
24
Rev: 5/20/2010
25
Rev: 5/20/2010
26
The above steps will help you create the “PMAPSWEBPRO_commercial_DS” in the
“PMAPSWEBPRO_commercial” folder. You will now be required to upload all the canned
reports in this folder and link each report with the newly created data source. For this you need
to do the following;
6. Click Upload File.
Rev: 5/20/2010
27
7. Browse to reports location and press OK. In the example below is the upload of the report
named “rptConsulting.rdl”.
Rev: 5/20/2010
28
You will now need to assign a data source to the report uploaded through the previous screen. For
this do the following;
8. Click Edit in front of “rptConsulting” report
Rev: 5/20/2010
29
You now need to assign the data source to the above report;
9. Click Data Source.
Rev: 5/20/2010
30
10. Click Browse
Rev: 5/20/2010
31
11. Select “PMAPSWEBPRO_commercial_DS” which is used for the database
“PMAPSWEBPRO_commercial” and Press OK.
Rev: 5/20/2010
32
12. Press Apply.
Rev: 5/20/2010
33
13. Repeat the above process for the rest of the reports.
Section
Installed Built-in
Reports (SSRS)
Assigned To:
Rev: 5/20/2010
Comments:
34
Date Completed:
Update the Web.config File on the IIS Server for SSRS
1. Go to the IIS Server where PMAPS WebPro is running: Example Web server
555.216.205.107.4 and browse to the web folder “\\servername\PMAPS WebPro\Web
2. Open the “web.config” file and locate the <appSettings> tag:
<add key="ReportServerPath" value="http://555.123.107.12/ReportServer/"/>
<add key="ReportFolder" value="/ PMAPSWEBPRO/"/>
The above two lines are used to setup ReportServerPath and ReportFolder for the WebPro
database. Change the report server path to point to your SSRS process. Change the ReportFolder
to the specific folder for the WebPro database. For example “PMAPSWEBPRO_commercial”.
Section
Update
Web.Config for
SSRS
Assigned To:
Rev: 5/20/2010
Comments:
35
Date Completed:
Converting PMAPS Client/Server FoxPro to PMAPS WebPro SQL
These instructions are for current clients who are migrating from the PMAPS Client/Server version
(MS VFP backend) to PMAPS WebPro (SQL backend).
This option can be run multiple times as it updates any changes from the Client/Server version of
PMAPS to WebPro. Example: If you edit documents in the Client/Server version after you have
already completed this migration, you can re-run this utility and it will update only those records that
have changed.
1. Create a sub-folder called \\servername\PMAPS WebPro\convertfoxpro\PMAPS where
you have unzipped the ConvertFoxPro folder.
2. Copy the complete root folder of the PMAPS Client/Server application along with the Word
sub-folder to this new PMAPS folder.
3. Copy the file “Webproconvert.exe” from the root “\ConvertFoxPro” folder to this new
folder \\servername\PMAPS WebPro\convertfoxpro\pmaps and run it. If you receive an
error that you need the “Visual FoxPro library files” please download and run this setup file
on the server. www.proposalsoftware.com/pmaps2008/setup.exe
4. Open the “\ConvertFoxPro” folder.
5. Run the “VFPOLEDBSetup.msi” setup file to allow the ODBC connection. This only has
to be run once, not every time you need to update the WebPro data.
6. Run the file \\servername\PMAPSWebPro\convertfoxpro\foxproconversion.exe
Click the ‘Settings’ menu in the upper left corner
Rev: 5/20/2010
36
7. Replace the fields with the appropriate connection information.
Replace ‘Demo’ with the appropriate value:
Setting
Web Site:
FoxPro Connection String:
Old Folder Share
SQL Connection String:
Blank Proposal Location:
Username:
Encrypted Password:
Indexed Directory
Value
URL where your PMAPS WebPro is located. If using a
port number please add a backslash to the end of the
value.
Source=Location of PMAPS FoxPro dbf files
Provider=VFPOLEDB.1;Data Source=D:\PMAPS
WebPro\demo\PMAPS;Mode=Share Deny None;User
ID=&quot;&quot;&quot;&quot;;Mask
Password=False;Cache Authentication=False;Encrypt
Password=False;Collating Sequence=MACHINE;
Location of PMAPS FoxPro Word documents
Taken directly from the web.config file for PMAPS
WebPro
Create a blank Word document and add the location to
where it is located. This blank document is used as a
placeholder for the RFP on the WebPro Dashboard.
Use the Indexer Username:
Use the Indexer encrypted password.
LEAVE BLANK
Example:
Rev: 5/20/2010
37
8. Click the ‘Start Conversion’ button in the upper right:
9. All users from the PMAPS Client/Server application will automatically be imported into
PMAPS WebPro with a new default password from the config file:
<setting name="DefaultPassword" serializeAs="String">
<value>P@ssw0rd</value>
Section
FoxPro Convert
Assigned To:
Rev: 5/20/2010
Comments:
38
Date Completed:

Installation Guide - Proposal Software

Transcription

Similar documents

Atlantis Energy Systems Inc.

Regions CD Check Viewer Installation Guide

Windows XP Configuration

Coffing EC3 Manual

Chemcrest Installation Guide

iIlmod Trioplex

Installing ANSYS 15 Mount the iso files using Virtual Clone

PMDC Client Install

PDF - The Maxwell

OnPremises Installation Guide