OnPremises Installation Guide

Transcription

W
Welcome to the Installation Guide for PMAPS WebPro. This document outlines the steps required
to successfully install the PMAPS WebPro 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 that you complete a table at the end of each
section throughout this manual.
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.
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:
PMAPS WebPro On-Premises Installation Guide
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Comments:
1
Date Completed:
Example PMAPS® WebPro Workflow
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Example PMAPS® WebPro Network Diagram
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Prerequisites
Before beginning the installation, you must make sure that all of the prerequisite items are
configured. Please refer to the companion document “PMAPS WebPro On-Premises Installed
Technical Checklist” which should have been completed. 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:
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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 zip files containing the PMAPS WebPro Application files and save them
to this folder (Ref: D1/D2).
Please contact Proposal Software for link to the software, if you do not have it.
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.
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 Database
Web
If you are running the IIS on a separate server from SQL, create a folder on the IIS server
where you can extract the Web files: Example: c:\inetpub\Webpro\ and extract the Web
files to this folder (Ref: W18)
Section
Download
Application Files
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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 database. (Ref: S6)
4.
Click the “From device” ellipse box
5. Locate the SQL .bak file and select it (Ref: D3) and then click ‘OK’
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6. Manually change the location to where you want to create the WebPro SQL Database
(Ref: S1-S6 and S15)
7. Click “OK” to create the WebPro database
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:
Comments:
Date Completed:
9. 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
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Date Completed:
IIS Configuration
1. Make sure to turn off the ‘Automatically adjust clock for daylight changes’ on all IIS
servers. See this link for more details Click here:
2. Make sure to set the server Regional and Language setting to ‘English US’
3. We recommend running WebPro under its own Application Pool.
Configure for IIS 6.0 (See Next section for IIS 7.0)
1. Create a new Web Site in IIS and call it: PMAPS WebPro.
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2. Configure the directory to the web directory that you just created. Note that this screen
shot shows an example only (Ref: W18)
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3. Start up the web site. If there are any conflicts with ports, you must resolve them at this
point.
4. Open the properties page of the website and set the default ASP.NET configuration to
ASP.NET 2.0
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5. 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.
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6. Open the Home Directory tab and ensure that Execute Permissions is set to “Scripts
Only”
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7. Configure Directory Security authentication. Click the ‘Edit’ button on the “Directory
Security” tab.
8. Add the WebPro service account to the anonymous access and click “OK”
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9. Be sure to add the WebPro service account to the IIS_WPG group and
Web_system_accounts group.
10. Make sure to “Allow” Active Server Pages and “ASP.NET in the Web Services
Extensions.
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Configure for IIS 7.0 For Windows 2008 Server
1. Add a new Web Site and assign it the Alias you will use.
2. Select the “Application Pool” to run this web site under by clicking the ‘Select’ from the
previous screen then select the application pool and click “OK”.
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3. Type in the Physical Path of where the PMAPS WebPro Web folder is located.
4. No changes are required as all configurations are controlled within the “web.config” file
in the Physical Path of WebPro.
Section
IIS Configuration
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Date Completed:
Website/SQL Connection Configuration
Modify the PMAPS WebPro “Web.config” file which is located in the root folder of the
Web server (Ref: W18). Search for <connectionStrings> and modify the connection
string properties 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
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Date Completed:
Starting the Web Site
1. Open up the command prompt window and run the following command to register
ASP.NET. 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. 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 you proceed.
Troubleshooting: Check the Application Pools and make sure the Classic .NET
Application is started.
Section
Start Web Site
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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 a 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 location either on a separate
server where the IIS server has access.
2. The service account used for the application/IIS server will need modify permissions to
these folders.
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PMAPS Indexing Service
Please refer to the PMAPS WebPro Indexer Installation Guide and Technical Checklist.
Section
Indexer WebPro
Setup
Assigned To:
Comments:
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Installing the Client Viewer (Desktop Component)
Please refer to the PMAPS WebPro Viewer Installation Guide and Technical Checklist.
Section
Install Viewer
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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.
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2. Click the New Folder button to upload reports for this “Commercial” database.
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3. Enter the Name of the folder: For example type the folder name as
“PMAPSWEBPRO_commercial” for the “commercial” database and click OK.
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4. Click on the newly generated folder named “PMAPSWEBPRO_commercial” to create a
data source for uploading the reports.
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5. Click on the “New Data Source”
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6. 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.
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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;
7. Click Upload File.
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8. Browse to reports location and press OK. In the example below is the upload of the report
named “rptConsulting.rdl”. the name comes in automatically
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You will now need to assign a data source to the report uploaded through the previous screen. For
this do the following;
9. Click Edit in front of “rptConsulting” report
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You now need to assign the data source to the above report.
10. Click Data Source.
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11. Click Browse
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12. Select “PMAPSWEBPRO_commercial_DS” which is used for the database
“PMAPSWEBPRO_commercial” and Press OK.
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13. Press Apply.
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14. Repeat the above process for the rest of the reports.
Section
Installed Built-in
Reports (SSRS)
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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
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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
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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:
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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
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Date Completed:

OnPremises Installation Guide

Transcription

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