Novar™ 6.0.x - Imagine Communications

Transcription

Installation Guide
Novar™ 6.0.x
Remote Office and MediAExec™ 3.3
March 2015
Delivering the Moment
Publication Information
© 2015 Imagine Communications Corp. Proprietary and Confidential.
Imagine Communications considers this document and its contents to be proprietary and confidential. Except
for making a reasonable number of copies for your own internal use, you may not reproduce this publication,
or any part thereof, in any form, by any method, for any purpose, or in any language other than English
without the written consent of Imagine Communications. All others uses are illegal.
This publication is designed to assist in the use of the product as it exists on the date of publication of this
manual, and may not reflect the product at the current time or an unknown time in the future. This
publication does not in any way warrant description accuracy or guarantee the use for the product to which it
refers. Imagine Communications reserves the right, without notice to make such changes in equipment,
design, specifications, components, or documentation as progress may warrant to improve the performance
of the product.
Trademarks
Product names and other brands are trademarks or trade names of Imagine Communications or its
subsidiaries. Microsoft® and Windows® are registered trademarks of Microsoft Corporation. All other
trademarks and trade names are the property of their respective companies.
Contact Information
Imagine Communications has office locations around the world. For locations and contact information see:
http://www.imaginecommunications.com/contact-us/.
Support Contact Information
For support contact information see:


Support Contacts: http://www.imaginecommunications.com/services/technical-support/
eCustomer Portal: http://support.imaginecommunications.com
© 2015 Imagine Communications Corp.
Proprietary and Confidential
Remote Office / MediAExec 3.3 / 6.0.x
Installation Guide
Contents
Contents
Pre-Installation .......................................................................................................... 5
Overview.................................................................................................................5
Before You Begin ....................................................................................................5
Minimum Requirements ........................................................................................6
Third Party Software Requirements ..........................................................8
Backing Up the System ...........................................................................................8
MediAExec Client.......................................................................................8
Remote Office Web Site (RSS, RAS, MediAExec) .......................................8
Restricting User Access During Installation ............................................................9
Running the Pre-Installation...................................................................................9
Verify Novar Database Settings - SQL Server 2000 ...................................9
Verify Novar Database Settings - SQL Server 2005 .................................10
Installation .............................................................................................................. 12
Overview...............................................................................................................12
Installing on the Novar Database Server ..............................................................12
Run the Data Initialization Scripts ...........................................................12
Set Novar System Configuration Settings................................................13
Set Up Scheduled Jobs.............................................................................14
Installing on the Web Server ................................................................................15
Create Remote Office / Media Exec Website & Virtual Directory ..........15
Install and Configure MediAExec Web Service .......................................21
Remote Office Website Installation continued .......................................26
New Installation of MediAExec Client .....................................................45
Upgrading MediAExec WebService and Client ........................................45
Configuring the System ........................................................................................50
MediAExec Order Review Process...........................................................50
Remote Office / MediAExec User Permissions........................................51
AE Groups and User Groups ....................................................................52
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Remote Office Configuration Settings .....................................................54
Installing on the Client..........................................................................................55
New Installation of MediAExec 3.3 .........................................................55
Upgrading MediAExec Client to 3.3 from 3.1 or an older version ..........59
Upgrading to MediAExec Client 3.3 from version 3.2 or later ................60
Post-Installation ...................................................................................................... 61
Overview...............................................................................................................61
Installation Verification ...........................................................................61
Notifying Imagine Communications of Installation .................................63
Troubleshooting ...................................................................................................... 64
Possible Issues ......................................................................................................64
Contacting Support...............................................................................................67
Data Flow Diagram .................................................................................................. 68
Additional Reference Material ................................................................................. 69
Novar Installation Documents ..............................................................................69
How to verify the MDAC Version .........................................................................69
How to Install Internet Information Services (IIS) ................................................70
Appendix A - Scheduling a Job .................................................................................. 74
Microsoft SQL Server Enterprise Manager 2000 ..................................................74
Microsoft SQL Server Management Studio 2005 .................................................78
Appendix B - Stored Procedures and Functions Used by MediAExec .......................... 81
Appendix C - Obsolete MediAExec Items .................................................................. 83
Appendix D - Obsolete Remote Office Items ............................................................. 86
Appendix E - Special Installations ............................................................................. 87
Create ODBC connection if Alternate Port is used for SQL Server .......................87
SMTP Email Server must be set up if web server is client hosted........................88
Install Verification Form ........................................................................................... 91
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Pre-Installation
Pre-Installation
Overview
This document is an installation guide for Remote Office applications (Remote Sales System (RSS)
and Remote Accounting System (RAS)) and MediAExec™ 3.3. Some troubleshooting information has
also been included. It is assumed throughout this document that the installed Novar release is 6.0.x
or higher.
Imagine Communications recommends reading through the entire document to familiarize yourself
with the entire installation process before beginning.
Before You Begin
1. Gather the information required for the Installation and Configuration:
Install media or share path ________________________________________________
Path where installed on Server ______________________________________________
Website Description (text) _________________________________________________
Http Server Name (Host Header) ____________________________________________
(This name must be added to the DNS.)
SQL server name & IP Address ______________________________________________
SQL Server user ID (usually sa) _____________________________________________
SQL Server sa password __________________________________________________
SQL Server Novar DB name ________________________________________________
Local machine user with Admin access, for COM+ _______________________________
SMTP Server, for e-mail delivery _____________________________________________
NOTE
Custom Logo.gif file is provided by client and must be 250w x 77h in 256 colors.
For MediAExec web server:
Http Virtual Directory Alias ________________________________________________
(This is usually similar to D:\Remoteoffice\MEPP30WS)
2. Determine if installation is a new installation or an upgrade.
3. Determine exactly what will be installed.
Is this a complete installation of Remote Office (RSS and RAS) and MediAExec?
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Pre-Installation
4. For new installations of MediAExec, determine the Order Review Process that the client
requires.
5. Prior to installing MediAExec, request and complete a Preparation Checklist and return it to
Novar Support. This must be done several days in advance of installation so that the
customized files can be delivered on the CD that contains the software.
NOTE
The software for Remote Office and MediAExec is delivered on the same disc as the core
Novar software.
6. The Novar database must be upgraded before beginning the installation of Remote Office or
MediAExec.
*This is accomplished by running the Novar Database Upgrade Script.
7. The Novar software and stored procedures must be installed or upgraded to the latest
version before beginning the installation of Remote Office or MediAExec.

The Remote Office and MediAExec stored procedures will be in the same directory
as the standard Novar stored procedures.

When UtilRep.exe is run to install the Novar stored procedures, the Remote Office
and MediAExec stored procedures will also be installed.
Minimum Requirements
This section covers hardware requirements for sites that are self-hosting web servers for the Novar
Remote Office systems: Remote Sales System (RSS) and Remote Accounting System (RAS) and
MediAExec.
Remote Office and MediAExec applications are based on Microsoft IIS and require:

Microsoft Windows Server 2003 (SP2) with IIS 6 Web Server

Software FX – Chart FX 2000 IE Graphics Software (single CPU license)

Crystal Reports Professional V 9.0 or higher (for RAS only)
There are varying computer hardware requirements for remote-office operations. The primary
metric used to scale the hardware is the user count. Your account representative may modify these
base recommendations to help you achieve optimal performance.
Basic remote-office sizing categories include:

Small (Less than 20 users)

Large (20 or more users)
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Pre-Installation
Remote Office Web Server Requirements
Type
Hardware
Software
Operating
System
Description



10 GB Hard Disk RAID Level 1 Drive Array (net of Raid)
Network Interface Card - Gigabit Ethernet
For Small Systems (less than 20 users):
o P4 3.0 Ghz
o 1GB RAM
 For Large Systems (20 or more users):
o 2 processor P4 3.0 Ghz
o 2 GB RAM
Note: The use of the word processor is not intended to be interpreted as
meaning strictly physical CPUs. Multi-core CPUs are acceptable. (For
example: 2 dual-core CPUs = 4 processors)
 Software FX - Chart FX 2000 IE Graphics Software
(single CPU license)
 SMTP (Email) Server
This is not required to be on the same server as IIS.
Special handling is required.
 MDAC 2.8 can be downloaded from this link:
http://www.microsoft.com/downloads/details.aspx?FamilyID=6c05
0fe3-c795-4b7d-b037-185d0506396c&DisplayLang=en
 Microsoft Windows Server 2003 SP2 with IIS 6
 Microsoft Internet Explorer (IE) version 5 or later
 ASP.NET 1.1.4322
Client PC Requirements
Type
Hardware
Software
Description




Operating
System

Microsoft Internet Explorer (IE) version 5 or later
.NET Framework Version SP11.1.4322.2032. Pre-SP1 1.1.4322.573 is
not supported.
To determine the version, view file properties under the Version Tab
for this file:
C:\WINDOWS\Microsoft.NET\Framework\v1.1.4322\mscorlib.dll
Update for SP1 may be found at the following Microsoft site:
http://www.microsoft.com/downloads/details.aspx
MDAC 2.8 can be downloaded from this link:
http://www.microsoft.com/downloads/details.aspx?FamilyID=6c05
0fe3-c795-4b7d-b037-185d0506396c&DisplayLang=en
Windows 2000 or XP
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Pre-Installation
Third Party Software Requirements
Clients are required to acquire proper licensing for the following products:
Crystal Reports
Crystal Reports is used for Remote Accounting System (RAS) reports such as Aging and Month End.
Sites will need:

Crystal Reports Pro 8.5

Crystal Reports Enterprise

Crystal Reports Professional V 9.0 or higher (for RAS only)
The current license (key code) information can be obtained by opening Crystal Reports and selecting
the Help menu and About option.
For more information on this application, click http://crystalreports.com/.
ChartFX IE 2000 Server 4.0
ChartFX 2000 is used for AIMS graphs in Remote Sales System (RSS).

Software FX – Chart FX 2000 IE Graphics Software (single CPU license)
For information contact: SoftwareFX at www.softwarefx.com or 800-392-4278 for license
information.
(Proof of purchase may be required)
To obtain current licensing information navigate to C:\Program Files\CfxIE4\License\CfxIE.lic.
HTMLDoc
The (GNU General Public License) will be needed to generate PDF output for RAS reports such as
Aging and Month End, and RSS reports such as Monthly Revenue, Payment Summary, Contract
Summary, Sales Confirmation, etc.

This software is included with the Remote Office application.
Backing Up the System
MediAExec Client
It is not necessary to back up the local .cds files before upgrading. They will be rebuilt by the Install
New Novar Data Files process after the upgrade is complete. If desired, they can be zipped and
placed in another directory during pre-installation for safekeeing.
Remote Office Web Site (RSS, RAS, MediAExec)
Files pertaining to existing web sites should be backed up prior to the upgrade.
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Restricting User Access During Installation
While the core Novar system can normally be used during a Remote Office / MediAExec installation
and upgrade process; Remote Office and MediAExec cannot be used by anyone while they are being
upgraded. Please plan these upgrades when users will not be accessing the system.
Running the Pre-Installation
Verify Novar Database Settings - SQL Server 2000
1. Using SQL Server Enterprise Manager, select the client’s database and right mouse click to
view its properties. Under the Options tab, verify Compatibility Level is set to “Database
compatibility level 80”. Click OK to accept changes.
2. From the SQL Server Enterprise Manager menu, select SQL Query Analyzer  Tools.
3. Select Options under the Tools menu.
4. Select Connection Properties tab, and verify the Set quoted identifier checkbox is cleared
(shown next). Click OK to accept changes.
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Verify Novar Database Settings - SQL Server 2005
1. Open SQL Server Management Studio and connect to the server.
2. Select the Novar database and right mouse click to view its properties.
3. On the Options page, verify Compatibility Level is set to “SQL Server 2000 (80)”.
4. Select the Novar database and right mouse click. Select New Query.
5. Select Options under the Tools menu.
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6. Open Query Execution  SQL Server  ANSI and verify the SET QUOTED IDENTIFIER
checkbox is cleared. Click OK to accept changes. (shown next)
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Installation
Installation
Overview
Remote Office is a web site that contains three main sections:

RSS - Remote Sales System

RAS - Remote Accounting System

MediAExec
The MediAExec installation includes: MediAExec Proposal Plus (the Dashboard), which is a locally
installed user application; the MediAExec section of Remote Office; and a web service that is used to
access the Novar database from the Dashboard.
The RSS, RAS, and MediAExec applications are each licensed separately; however, most MediAExec
clients are also licensed for RSS.
Installing on the Novar Database Server
Run the Data Initialization Scripts
To ensure that the database structure is correct for this release, the Novar Database Upgrade Script
must be run before running any of these scripts.
1. For MediAExec, initial data needs to be loaded using the following scripts* from
MEPP/Install folder. *These are scripts, not stored procedures.
Open each one in a SQL Query Analyzer Tool Query window and run it.

InitializeTableME_AE_Columns.sql

InitializeTableNCE_Client_Config.sql

InitializeTableNCE_Key2Table.sql

InitializeTableNCE_Replace_Tvalues.sql

InitializeTableNCE_Table_Column_Info.sql

InitializeTableNCE_Table_Config.sql

InitializeTableNCE_TableID.sql

InitializeTableOrderReviewProcess.sql

InitializeWebME_valuesTableAreaAndAreaAction.sql
2. For Remote Office, initial data needs to be loaded using the following stored procedures and
scripts from the C:\RemoteOffice\Install folder on the web server.
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
Installation
For RSS, the RSS_Update_Area_Tables Novar stored procedure (NSP) needs to be run.
NOTES
There are some permissions that did not exist in older releases of Novar.
Therefore, after running the RSS_Update_Area_Tables NSP, these permissions
will need to be set up in Operator Setup* for the appropriate people.
*Until the RSS_Update_Area_Tables NSP is run, these permissions will not
exist and therefore cannot be set up from the Operator Setup window.
a. Drag the RSS_Update_Area_Tables procedure into a query window.
b. Highlight the "drop proc RSS_Update_Area_Tables" in the stored procedure and
run the command.
 Verify nothing else is highlighted in the stored procedure and click Execute
to create the new version of this stored procedure on the database.
Once complete, close the query window.
c. Open a new query window and run the command:
exec RSS_Update_Area_Tables '', ''

Each parameter is two single apostrophes, not double quotes.

Each parameter is an empty string with a single quote at the beginning and
at the end.
NOTES



Steps 2a. – 2b. only need to be run once after an upgrade to install the latest
version of the stored procedure.
Step 2c. may be run multiple times, but once should be sufficient, in most cases.
For RAS, the RAS_Update_Area_Tables script needs to be run.
Open the RAS_Update_Area_Tables script in a query window, verify nothing else is
selected, and run it.
Set Novar System Configuration Settings
Use SystemConfig in the Novar™ application to change the following settings as applicable.

Set MediaExec = True.

Set MediaExecRSS to the URL for Remote Office / RSS
(e.g.: http://RemoteOffice.com/RSS) or leave blank when not applicable.

MediaExecRateCardSyncPageSize is created by one of the installation scripts with a default
value of zero (0).

Leave setting at zero if rate cards are not used –
or when only a relatively small number of rate cards will be created.

Set to 50000 if rate cards are used and a relatively large number will be created.
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
Installation

This new setting will be used the next time the nightly scheduled task for NSP:
nsp_RateCardME_MakeView runs (shown in the next section).

This setting may be changed at any time to optimize performance.
Set MediaExecCRM with URL
(e.g.: http://www.SalesNet.com) or leave blank when not applicable.

MediaExecCRM is no longer supported by Imagine Communications. The
information has been left in the document for reference – in case some clients are
still using it.

The setting should not be changed.
Set Up Scheduled Jobs
Schedule the following jobs on the Novar Database. Each job will be run at least once.
For more detailed information on setting up these scheduled jobs, please see Appendix A –
Scheduling a Job.

The first three jobs are used to load data for the AE Scheduling Exceptions report.

The fourth job creates the Rate Card Sync table if it does not exist, and loads rate-card data
into it***.
*This table must exist whether or not rate cards are used.
**If rate cards are not used, the recurring scheduled job will not be necessary; however, the
command must still be run once to ensure the Rate Card Sync table is created.
Job to be Scheduled
Frequency
Notes
nsp_IN_AdcopyStatus
Nightly,
5 PM
Loads ad copy
exceptions into the
LineException table
declare @WeekNum smallint
set datefirst 1
select @WeekNum = convert(smallint,
(datepart(yy,getdate())%100)*100 +
datepart(wk,getdate()))
exec nsp_IN_ASExceptions 0, 0, @WeekNum
Run after
scheduling
process,
Nightly,
M-F, 8 PM
Loads non-ad copy
exceptions into the
LineException table
nsp_LineExceptionClean
Weekly,
Sun, 3 PM
Removes line
exceptions older than
the current week.
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Job to be Scheduled
Frequency
Notes
The first parameter =
Last Mod Date.
(It is typically set to
'01/01/1900')
nsp_RateCardME_MakeView '01/01/1900', 52
Nightly,
9 PM*
The second parameter
= Number of weeks of
rate cards to retrieve,
starting with the
current week. (It is
usually set to 15 or 52)
*When rate cards are
not used, run the
scheduled job one time
and then disable it.
Installing on the Web Server
The installation steps will differ when doing a new install of Remote Office or MediAExec versus an
upgrade. There are several additional sections that must be completed when installing the Remote
Office or MediAExec applications for the first time.
Create Remote Office / Media Exec Website & Virtual Directory
1. Copy the Remote Office folder from the Novar Install CD or directory to the web server,
such as C:\RemoteOffice.
2. If MediAExec is also being installed, also copy the MEPP30WS folder from the Novar Install
CD to the C:\RemoteOffice folder.
3. Create the Website.
a. Right click on My Computer and choose Manage, or
Open Internet Information Services (IIS) Manager if a menu or desktop item has
been created.
b. Expand Services and Applications  Internet Information Services (IIS) Manager,
right click on Web Sites and select New  Web Site…
(Shown next)
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c. Click Next to create the website using the Web Site Creation Wizard.
d. On the Web Site Description window, enter a description for the new website and
click Next.
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e. On the IP Address and Port Settings window,

Verify Enter the IP address to use… list box = (All Unassigned).

TCP Port… = 80.

Enter*** Host header… value such as
ImagineCommunications1.dennovar1.com or RSS.client.com and click Next.
*This field must not be left blank.
**If unknown, please contact the local IT department to have a DNS
entry created to point to the correct server.
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f.
Installation
On the Web Site Home Directory window, enter or browse* to the path where the
Remote Office files were copied and click Next.
*It is recommended that Browse… is used to ensure the path name is inserted
correctly and not misspelled.
g. On the Web Site Access Permissions window, select the Run scripts (such as ASP)
check box and click Next.
h. Click Finish to complete the website installation.
4. Install the virtual directory for the new website.
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been created.
b. Expand Services and Applications  Internet Information Services (IIS) Manager
 Web Sites, right click on the newly created website name (RemoteOffice) and
select New  Virtual Directory… (Shown next)
c. Click Next to create the virtual directory using Virtual Directory Creation Wizard.
d. On the Virtual Directory Alias window, enter Common in the Alias: field and
click Next.
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e. On the Web Site Content Directory window, browse to, or enter, the path to the
Common Files folder in the Remote Office path and click Next.
f.
On the Virtual Directory Access Permissions window, select the Run scripts (such as
ASP) check box and click Next.
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g. Click Finish to complete the virtual direction section of the installation.
Install and Configure MediAExec Web Service
If this site will also be using the MediAExec addon application, the MediAExec web service must be
installed and configured now as part of the Remote Office installation.
1. Copy MEPP30WS folder to the folder created for Remote Office (C:\RemoteOffice).
2. Create virtual directories for these two folders.

MEPP30WS (Virtual Directory)

Common Files (Virtual Directory)
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3. Right click MEPP30WS folder and select Properties.
4. On the Directory tab, click the Create button.
Note that MEPP30WS now displays in the Application name: field.
5. Click OK.
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6. Repeat steps 3 – 5 to set up the Directory properties for the Common Files folder.
7. Create virtual applications for the following MediAExec (ME) features:

AESetup

AlternateApprover

OrderPromoteCodes

OrderReview

CheckAvails
been created.
b. Expand Services and Applications  Internet Information Services (IIS) Manager
 Web Sites  RemoteOffice  ME  Config, right click on the first ME
application (AESetup) and select Properties.
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c. Click Create button.
Note that virtual application (AESetup) now displays in the Application name: field
d. Click OK to complete.
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e. Repeat for the remaining ME application folders:

AlternateApprover

OrderPromoteCodes

OrderReview

CheckAvails
NOTE
Virtual directories and applications are represented with a Cog icon.
8. Set the ASP Script Timeout to 900 seconds.
a. Expand Services and Applications  Internet Information Services (IIS) Manager
 Web Sites  RemoteOffice, right click and select Properties.
b. Selecting Home Directory tab, and click Configuration… button.
c. On the Options tab, change ASP Script Timeout to 900 seconds. Click OK.
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Remote Office Website Installation continued
Once the MediAExec web service is configured, continue the Remote Office installation.
1. Right click on My Computer and choose Manage, or
Open Internet Information Services (IIS) Manager if a menu or desktop item has been
created.
2. Expand Services and Applications  Internet Information Services (IIS) Manager  Web
Sites  RemoteOffice, right click and select Properties.
3. Select the Documents tab and verify index.asp is displayed at the top of the default content
page list in the top box.
a. If index.asp is not in the list, click Add.
b. Enter index.asp in the Default content page field, and click OK.
The index.asp option is now displayed in the top box.
4. Select index.asp and click Move Up to move the entry to the first item in the list.
5. Click OK to exit the Properties window.
6. Click Web Service Extensions folder to verify ASP.NET displays.
If ASP.NET does not display, it must be enabled.

All Remote Sales System (RSS) websites use ASP.Net 1.1.4322.

If this version of ASP.NET does not show in the ASP.NET Version list box on the
Website Properties  ASP.NET tab, verify that it is installed by navigating to the
C:\WINDOWS\Microsoft.NET\Framework folder and looking for the subfolder
named v1.1.4322.
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a. If it exists, register it.
 Go to Start  Run and type
 C:\WINDOWS\Microsoft.NET\Framework\v1.1.4322\aspnet_regiis.exe –i
(The exact path may differ in some installations, but this is a typical path.)
NOTES

The properties tab displays these values:

In order for Remote Office to function properly, Active Server Pages, ASP.NET
v1.1.4322 and ASP.NET v2.0.50727 must be enabled / allowed.
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(If other applications are being run on this web server, other extensions may
also be enabled.)
b. Once it is registered, enable it.
To enable the extension, right click ASP Extension Name, and click Allow.
7. From Programs  Administrative Tools, select Component Services.
8. Expand Component Services  My Computer, right click COM+ Applications to select New
 Application.
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9. Click Next to use the COM+ Application Install Wizard to install.
10. Select Create an empty application.
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11. Enter the name Remote Office in the Enter a name… field. Click Next.
The name for the new application must be “Remote Office” because the “name” entered
here is used throughout the application.
12. Ensure Interactive User is selected, click Next.
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13. On the Add Application Roles window, click Next.
NOTE
Selecting the Interactive User option requires that a user with network access be logged
in at all times. Local Service may be required.
14. On the Add Users to Roles window, click Next.
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15. Click Finish to complete the COM+ Application setup.
Configuring Remote Office Components
Once the COM+ application has been set up, the components need to be configured.
1. From the COM+ Application, navigate to Remote Office  Components and right click to
select New Component.
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2. Click Next to use the COM+ Component Install Wizard to install.
3. Click Install new component(s).
NOTE
When multiple websites are hosted on one server, users will need to create a generic
folder off of the root drive to hold these component files.

Copy the Component folder to the new folder and browse to that new folder.
4. Browse to the location of the Remote Office  Component folder.
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5. Select all files in the folder, click Open.
6. Click Next to install the new component files.
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7. Click Finish.
The Remote Office applications are now displayed in the Components folder. (shown next)
Configuring Remote Office Security
To set up security for the Remote Office application:
1. To change Security settings, navigate to Remote Office Properties window and select the
Security tab.
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2. In the Authorization section, verify the Enforce access checks for this application check box
is cleared. Click OK.
Starting the Remote Office Website
To start the website application, navigate to Com+ Applications  Remote Office, right click and
select Start. (shown next)
NOTE
If the Catalog Error displays, change the Identity settings.
Changing Identity Settings
To change Identity settings, navigate to Remote Office Properties window and select Identity tab.
1. On the Account region, click System Account and the Local Service – built in service
account radio buttons. (shown next)
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2. In the This user: field, installers may need to enter a local-machine administrator’s user
profile. This will typically be IUSR_machinename user profile.
3. Restart the Remote Office Com+ applications and verify it is running.
Modifying Host Headers / Web Site names
If the website Host Headers were not set up properly initially, they will need to be modified with the
correct name(s) for this configuration.
1. From the main Internet Information Services (IIS) screen, right click Remote Office website,
select Properties.
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2. Select Web Site tab, click Advanced button.
3. To add a new website name, click Add, or click Edit to modify an existing name.
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NOTES



The name entered in the Host Header value field must be registered in the DNS
or in the Hosts file on a local machine accessing the server.
Website names will need to be added to the local DNS in order for clients to be
able to connect.
Websites hosted by Imagine Communications will need to have a DNS entry
created for new websites. Please contact Novar support to request web hosting.
Configuring Event Log Access
Sync-error reporting is placed in the MediaExec section of the Event Log. This section must exist
prior to using MediAExec. To configure installers will need to use the Impersonate Administrator
function to create the MediAExec Event Log section.
NOTE
This is a one-time setup that will only be necessary for new MediAExec Web Service
installations. Existing installations will not need to set this up.
1. Create a new computer user from Control Panel  Users
(uid: MedExUsr pw: MediaExec123)
2. Add the new user to the Admin User Group.
3. Using Windows Explorer, open file:
C:\WINDOWS\Microsoft.NET\Framework\v1.1.4322\CONFIG\ machine.config in notepad.
4. Find/search for "impersonate" to find the section of the file shown in the example below.
5. Change these values in the last line of the identity attributes section of the file:
a. Verify Impersonate = true
b. Username = newly created Username (MedExUsr)
c. Password = newly given password (MediaExec123)
<!-identity Attributes:
impersonate="[true|false]" - Impersonate Windows User
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userName="Windows user account to impersonate" | empty string implies
impersonate the
LOGON user specified by IIS
password="password of above specified account" | empty string
-->

<identity impersonate="true" userName="MedExUsr" password="MediaExec123"/>
6. Delete the currently cached process aspnet_wp.exe from Task Manager Processes.
The latest will automatically start up on first request.
Install HTMLDOC for PDF Capability
1. From the main Internet Information Services (IIS) screen, right-click Remote Office website,
select Properties.
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2. Select Home Directory tab, click Configuration button.
3. To add .asp extension type, click Add, or click Edit to modify an existing name.
.
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4. Copy the executable path, and Click Cancel button.
5. On the Add/Edit Application Extension Mapping tab, paste the executable path (refer
previous step) under Executable and enter ‘.pdx’ under Extension. Click OK.
6. Make sure that there is a C:\tmp folder on the server. All the users must have 3 privileges to
this folder.
7. Open make_pdf.pdx with notepad from the RemoteOffice /Common Files folder.
8. Change the paths for HTMLtxt and PDF to correspond to the location of the tmp folder:
9. Make sure the owsh.run path equals the drive and the placement of the file which has been
executed.
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10. Replace
with the below path:
WSH.Run "C:\RemoteOffice\Make_PDF\HTMLDOCD.exe --webpage -f " & PDF & " " & HTMLtxt,
1, true
NOTE
Correct the path to match the path where Remote Office has been installed.
11. From Make_PDF folder, run HTMLDoc.exe and install it on the server.
12. Click Finish to complete the HTMLDOC installation.
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13. To install the HTMLDOC to a different folder, click Browse and select the appropriate
Program folder.
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Installing Chart FX
To install http://www.hallogram.com/chartfx/net/#lic, the client must purchase or have existing
license. Run setup.exe from the ChartFX CD and follow the installation instructions.
Installing Crystal Reports
To install Crystal Reports Pro 8.5, follow the prompts and use the defaults.
Note: If Chart FX and Crystal Reports are being installed after the rest of RSS has been installed,
these processes require the ending of IIS services.
New Installation of MediAExec Client
Place these files in the \MEPP30WS\bin directory.

CompressDataSet.dll

ME_CDS.dll

ME_Data_Common.dll

ME_Sync_Revert.dll

MEPP30WS.dll

MEPP_Sync_Engine.dll

Novar_Encrypt.dll
Upgrading MediAExec WebService and Client
1. Stop the Remote Office website in IIS Manager.
2. Shut down the COM+ services.
3. Save the old website folder and files to a Zip file.
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4. Save a copy the RSSConfig.cfg and Make_pdf.pdx file from the Common Files folder for
future reference, or use when the new files and folders are copied.
5. Copy in the Replacement files and folders.
6. Replace the files in the \MEPP30WS\bin directory with the new versions of the files from
the disc.
7. Generally, Download Software Updates would be used to upgrade the client machines.
a. Copy all the files (except the Data folder and its files) from the
\MEPPClient\program files\Imagine Communications Software Systems\MEPP\
directory on the disc to the \MEPP30WS\Updates folder.
b. The \MEPP30WS\Updates folder should always be empty or should have all the
latest software files stored in it. There can be as many as 51 files.
NOTES
The Download Software Updates process compares the file versions in the
\MEPP30WS\Updates directory with the file versions on the client machine. It assumes that all
the software files in the \MEPP30WS\Updates directory are the most recent versions and need
to be downloaded to the client machine if the versions are different. This is true even if the user
just did a completely new install using the Setup.exe and has more recent versions of the
software files than the \MEPP30WS\Updates directory.
Therefore, the \MEPP30WS\Updates directory should be emptied of all files except
UpdateInfo.xml if all MediAExec Client upgrades are to be done using the Setup.exe (doing
uninstall and reinstall) instead of using Download Software Updates.
8. If necessary, modify the RSSConfig.cfg file to reflect the proper website name, server name
or IP address.
9. If the RSSConfig.cfg and Make_pdf.pdx files were copied before, and no folder structures
were changed, they can be re-inserted into the Common Files folder at this time.
10. Refresh the folders by right clicking on the
Remote Office website and selecting Refresh.
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11. On the RemoteOffice(Stopped) Properties, select Home Directory tab.
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12. Open Home Directory and select RemoteOffice. Click OK.
13. Then Click Apply on the Properties screen
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14. On the Inheritance Overrides window, click Select All and click OK.
15. Click OK to exit the Website Properties.
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16. Restart Component Services
17. Restart the Remote Office Website through IIS Manager..
Configuring the System
MediAExec Order Review Process
One of the installation scripts sets up the default Order Review Process.
The Order Review Process can be changed by the client at any time.
Request the client to review the Order Review Process for new installations
1. Open the Remote Office / Media Exec website.
2. From the Media Exec Main menu, click Order Review Process in the Configuration
section.
3. Verify that the process is set up as desired. Change it if necessary.
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Remote Office / MediAExec User Permissions
There are some user permissions that did not exist in old releases.These permissions will need to be
set for the appropriate people using Novar Operator Setup. This must be done by a Novar System
administrator.

Verify that user permissions for RemoteOffice (RSS and RAS) and MediAExec are set as
desired. These user permissions are named beginning with "Web-".

Verify that the appropriate users are designated as AEs.

The Web-MediaExec: Order Review permission is required to allow Sales Assistants or any
other users with View Entire Group access to approve or reject orders.
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AE Groups and User Groups
This section applies to MediAExec installations only.
1. Using Novar Account Executive (AE) setup, create the desired AE Groups.
 AE Groups are not required if all AE's will be entering and approving their own orders.
This is extremely rare; AE Groups need to be created for most installations.
 View Entire Group is required to allow Sales Assistants or any other user’s access to
approve or reject orders for other AEs.
2. Using Novar Operator setup, configure Order Review Status and Users Groups as desired
for each MEPP user. This must be done by a Novar system administrator.

An Order Review Status is required to allow Sales Assistants or any other user’s access to
approve or reject orders for other AEs.

Each user requiring access to multiple AE Accounts must be assigned permission to AE
Groups through the Users Group setup.
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3. Click Add.
4. Select an AE Group for the user from the dropdown box. Click Save then Exit.
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5. Click Save on the Password Update display.
6. Update screen to save the changes and exit the user.
Remote Office Configuration Settings
The RSSConfig.cfg file is found in the Common Files folder in the website.
To direct the RemoteOffice website to the correct Novar Database, the RSSConfig.cfg (text) file is
used. Each setting is critical in proper set-up.
Open RSSConfig.cfg (text) file in Notepad and revise the entries in the IF / END IF section to reflect
the location specific data.

In the phrase “ ucase("localhost") “, the word localhost should be replaced by the qualified
website name used in the Host header information and registered in the location’s DNS
entry. This localhost field must be entered for each host header entry established for the
website.

Replace "RemoteOffice.com" with the URL of the hosting Website name in the IF THEN line.

o
IF ucase(ServerName(0)) = ucase("RemoteOffice.com") THEN
o
If necessary, ping the Server to get the IP name.
DSN information specifies the Novar SQL server name, user, password and database name.
o
The “Server=” should specify the applicable SQL Server Name.
o
The “uid=” should specify the applicable SQL Server User Account Name.
o
The “pwd=” should specify the applicable SQL Server User Account Password. It is
encrypted.
o
The “database=” should specify the applicable Novar Database Name.
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
Installation
If present in an existing config file, the DSN2 and DSN3 entries can be removed. They are not
used.
The RSS, RAS, MediaExec lines tell the system which functional areas are available. A “1” means that
the application is allowed; a “0” means that the application is not allowed.

Set RSS, RAS, and MediaExec = "1" for each one has been purchased. Make sure the setting
is “0” for any functional areas that have not been purchased.

If present, RTS = "1" should be removed. RTS is obsolete.
The “SMTPServer =” should specify the hosting SMTP Server URL. If this line is missing then
RemoteOffice e-mail routing will default to local Web Host.

Verify that this setting is correct for the installation.

SMTP server information is only used with order approval notification in MediaExec.
The path for the lines HTMLtxt.txt, PDF and URLlocation should be the location of the tmp folder.
Example:
Installing on the Client
New Installation of MediAExec 3.3
The installation must be done on every client machine that will be running the Dashboard. The
installation steps have been listed below.
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1. Run Setup.exe from the \MEPPClient\ directory to install the MediAExec Client
software. Setup.exe will run the MediaExec Proposal Plus.msi.
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2. The Version Update menu would be displayed at the end of the installation process,
showing the .Net Framework (update) step.
3. Make sure the checkbox Install Microsoft’s is enabled and then click Start Update.
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4. Click OK to close the notification message.
5. Close the Version Update dialog box.
6. Once software installation has been successfully completed, start up MediaExec by
double-clicking on the new desktop icon.
7. Using the newly created AE account (from above), complete the following three
steps for the Client Configuration.
a. The Step 1 tab should already be completed. Verify the configuration
information and change it if necessary.
b. The Step 1 and Step 2 tabs are shown below for the reference.
c. The Step 3 tab is the e-mail address for the AE. A valid e-mail address is
required.
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8. Install New Novar Data Files.
9. Click Next to continue the process and wait for it to finish.
10. If the user has access to multiple AEs from their dashboard, Install New Novar Data
Files should be run for each of the other AEs they are impersonating.
Upgrading MediAExec Client to 3.3 from 3.1 or an older version

MediAExec 3.3 is the only version of Media Exec that is still supported.

The structure of the local Data directory changed beginning with MediAExec 3.2.

With pre-3.2 versions of MediAExec, users would frequently install multiple instances on
one machine. This is no longer necessary and should never be done with MediAExec 3.2 or
3.3. Only one installation of MediAExec 3.2 or 3.3 is needed for each machine because
multiple AE’s may be accessed from one installation of MediAExec.

It is critical to remove all instances of MediAExec before installing MediAExec 3.3.

Template files and orders created with an older version of MediAExec are not compatible
with MediAExec 3.2 or 3.3.

The Download Software Updates feature cannot be used for this type of upgrade; an
uninstall and a reinstall of MediAExec Client must be done on each client machine that will
be running the Dashboard.
Upgrade Steps
1. Each user must run Sync with Novar before upgrading to avoid losing pending
contracts during the upgrade.
2. Use Add or Remove Programs to uninstall MediAExec Client.
3. Delete all Imagine Communications Software Systems\MEPP\ folders, including all
files and subfolders.
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4. Run setup.exe from the \MEPPClient\ directory to install the MediAExec Client
software. Setup.exe will call the MediaExec Proposal Plus.msi and the dotnet fix if
required.
a. This must be done once on each client machine that will be running the
Dashboard.
b. It is no longer necessary or possible to install multiple instances of
MediAExec on the same client machine. A feature introduced with
MediAExec 3.2 allows one user to impersonate multiple AE's.
5. Run the Install New Novar Data Files process if it does not run automatically. Select
No if prompted to save templates and working or modified active orders.
Upgrading to MediAExec Client 3.3 from version 3.2 or later
If the Novar database structure has changed, template files and orders created with an older version
of MediAExec will not be compatible with the latest version of MediAExec.
The Download Software Updates feature looks for differences in file versions rather than newer file
versions, so it is important to keep the latest versions of all the files in the Updates folder on the
web server.
Upgrade Steps
1. Each user must Sync with Novar for each AE that has pending orders before
upgrading to avoid losing contract data during the upgrade. This is especially critical
if the Novar database structure has changed.
2. Open MediAExec. The Download Software Updates feature would prompt to
download new software now. Select Yes.
3. If the Novar database structure has changed, the Install New Novar Data Files
process must be run for each AE if it does not run automatically. Select No if
prompted to save templates and working or modified active orders.
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Post-Installation
Post-Installation
Overview
Installation Verification
Verify access to MediAExec Web Service
Open the link http://yourwebservername/MEPP30WS/MEPP30WS.asmx and verify if the website
methods are displayed.
Verify Access to all Web Site Applications
Ensure the following Website Applications are fully accessible and operational.
Log into RemoteOffice and Navigate to Media Exec: OrderReview, CheckAvails (button on
OrderReview page), AE Setup (Configuration), and Order Approval Configuration.
Users Accounts
Create New AE Test User and Sales Manager Test User
Setup users with Novar Operator Setup and Novar Account Executive setup

Traffic/Contracts/ Account Executive Setup [AESetup.exe]

Analysis/Utilities/ Operator Setup [Utility.exe]
Choose Option 1 or Option 2.
OPTION 1: AE and Sales Manager are different users

Using Account Executive setup, create a new AE and add it to the appropriate AE Group.

Using Operator Setup, add the newly created AE as a Novar User.

Using Operator Setup, add an acting Sales Manager as a Novar User.

Specify AEID = 0 unless Manager is assigned to an AE Group with View Entire Group = True.
OPTION 2: AE and Sales Manager are same user with full approval authority

Using Account Executive Setup, create a new AE and add it to the appropriate AE Group
with View Entire Group = True.

Using Operator Setup, add the newly created AE as a Novar User.
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For each Approving Manager:

Set Order Review Status to the status for which each Approving Manager is responsible.

E-mail address must be completed and accurate for each Approving Manager.

Each Approving Manager must have proper Access to Web-MediaExec:
Verify Client Installation
MediaExec Order Entry
1. Start MediaExec by double-clicking on the desktop MEPP Icon.
2. Create a new test Client (Edit Menu in Dashboard) and create two new distinct orders using
the newly created test Client.
3. Save and Submit each new Order.
4. Synchronize new orders with Novar by clicking on the red-lit “Send data to Novar”
Dashboard button.
MediaExec Order Approval
5. Once sync has completed, open IE browser and log on to the Remote Office / Media Exec
Web Site using a login name for someone that has access to approve orders for other AEs.
6. Navigate to the Order Review site and verify both orders can be viewed.
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7. Click “Check Avails” to ensure the installation was properly completed.
8. Click on the show/hide columns and test to ensure properly handled.
9. By close coordination with the Client site, approve the first order.
10. Verify proper e-mail routing to both AE and Order Approver (correct any problems).
11. By close coordination with the Client site, disapprove the second order.
12. Further testing of Media Exec Web Site may be necessary in the areas of AE Setup and Order
Approval Configuration.
MediaExec Order Synchronization
13. On client machine, request to Synchronize with Novar (under Data menu) to verify new
Order status for both orders.
14. View contents of the order to ensure all Order Lines are included for both Orders.
Notifying Imagine Communications of Installation
This section is used for installations that clients complete an upgrade on their own.
It is strongly suggested that clients contact Imagine Communications Client Support for assistance
with the upgrade if they are doing anything but upgrading the MediAExec 3.2 Client software on a
system where MediAExec 3.2 has already been installed.
Please complete the Install Verification Form at the end of this guide and fax it per the instructions
on the form. This information assists Imagine Communications Client Support in providing the best
support possible.
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Troubleshooting
Troubleshooting
This section provides information regarding errors that may be received during installation, and
some questions and issues that may arise after installation is complete. A Data Flow diagram is also
included for reference.
Possible Issues
Timeout Errors can occur on both the Sync Web Service and Web Site.
Resolution
Some clients have large volume of data and require timeout settings larger than IIS default
Recommended Connection and Script timeout is 900 seconds.
Alternative Ports are in use
Resolution
Using an alternative port requires special handling. Refer ODBC (Appendix E - Special Installations)
section for more information.
Web Site errors on page
Resolution
Recommend turning Friendly Messages On in browser’s settings to view more specific error details.
Error 500 on initial setup
Microsoft VBScript compilation arror '800a03f2'
Expected identifier
/common Files/RSSConfig.cfg, line 2
Resolution
Removed extra comma in the RSSConfig file between RSS and RAS
dim DSN, ServerName, RunLogFile, CompanyURL, FinishLog, RSS,
, RAS
--------------------------------------------------------------^
Microsoft VBScript runtime error '800a005e'
Invalid use of Null
/Common files/Z-lib.asp, line 1465
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Troubleshooting
Resolution
Line 1465 is regarding passwords.
Verify that the following scripts and nsp’s have been run: RSS_Update_Area_Tables,
RAS_Update_Area_Tables, and RAS_ALL queries.
Partial page displayed in RSS/AIMS/Examine Breaks
Only partial page appears, with no filter section.
Resolution

When there is an error or partial page then try to “view source” and the error will occur on
the last line.

Register ROCal.dll on the host server.

If the correct .DLL is already registered then right click Remote Office in the component
services and retype the User and Password

If that still doesn’t fix it then delete ROCal.dll in component services and manually register
the .dll by running this “regsvr32 path\rocal.dll” in Start/Run.
ADODB.Recordset error '800a0bb9' when browsing to the website from IIS
ADODB.Recordset error '800a0bb9'
Arguments are of the wrong type, are out of acceptable range, or are in conflict
with one another.
/Common Files/Z-lib.asp, line 41
Resolution
RSSConfig file is not set up properly. It needs to have the Host Header information added.
Default configuration is:
IF ucase(ServerName(0)) = ucase("localhost") THEN
Need to change "localhost" to be the Host Header value specified in the IIS configuration, such as
IF ucase(ServerName(0)) = ucase("remoteoffice. ImagineCommunications.com") THEN
Access Error when running the Exception Report
This is the full text of the error:
Server object error 'ASP 0178 : 80070005'
Server.CreateObject Access Error
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Troubleshooting
/ME/Exception/exception.asp, line 68
The call to Server.CreateObject failed while checking permissions. Access is denied to
this object.
Resolution
Uncheck Enforce Access under Security tab in Remote Office Properties menu.
Change the System Account setting to Network Service on the Identity tab.
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Troubleshooting
Login page refreshes when attempting to login to Remote Office
Resolution

Make sure Index.asp is in the default start-up list in IIS for Remote Office Web Site. This is
usually done with the RSS installation.

The proxy setting may be incorrect.

Make sure the correct virtual directories and applications are created. Missing one or
creating an additional one will cause this issue.
o
See the Create Remote Office / Media Exec Web Site section where Virtual
Directories and Virtual Applications are set up - Steps 19 through 30.
o
It may be necessary to do ApplicationCreate for AlternateApprover, OrderReview,
CheckAvails, OrderPromoteCodes, and/or AESetup.
o
A virtual Common directory can used for Common Files. If so, it needs to be a Virtual
Directory.
o
The Common Files directory always needs to be just a directory.
MediAExec Client machine has unexpected software versions installed
Resolution

The Download Software Updates process compares the file versions in the
\MEPP30WS\Updates directory with the file versions on the client machine. It assumes that
all the software files in the \MEPP30WS\Updates directory are the most recent versions and
need to be downloaded to the client machine if the versions are different. This is true even
if the user just did a completely new install using the Setup.exe and has more recent
versions of the software files than the \MEPP30WS\Updates directory.

The \MEPP30WS\Updates directory should always be empty, or it should always have the
latest versions of the software in it.

Make sure the \MEPP30WS\Updates directory is empty, or that it has all the latest versions
of the software in it.
Contacting Support
Please contact Imagine Communications Technical Support for assistance installing this new version
of MediAExec:

Phone Number: 303.476.5066

Fax Number: 303.476.5004

Email Address: [email protected]
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Data Flow Diagram
Data Flow Diagram
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Additional Reference Material
Novar Installation Documents
Please contact Imagine Communications to request the Novar Installation Guide and other
documentation.
How to verify the MDAC Version
1. On the Start menu, click Run.
2. In the Open text box, type RegEdit and then click OK; this opens Registry Editor.
3. In the Navigation pane, drill-down to the following path:
HKEY_LOCAL_MACHINE\Software\Microsoft\DataAccess
4. In the Details pane, open Name column for FullInstallVer and Version.
5. Both of these keys should specify version 2.80.1022.0 later in the Data column.
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6. If version is incorrect, install 2.8 from the following site:
http://www.microsoft.com/en-us/download/
How to Install Internet Information Services (IIS)
1. From the Add/Remove Programs control panel, click Add/Remove window to open the list
of components to be installed.
2. Select Application Server and click Details.
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3. Select the following components.
a. ASP.NET
b. Enable network COM+ access
c. Internet Information services (IIS)
4. Open Internet Information Services and click Details
5. Ensure the following are components are selected.
a. Common Files
b. Front Pate 2002 Server Extensions
c. Internet Information Services Manager
d. SMTP Service
e. World Wide Web Service
6. Click OK.
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7. Select World Wide Web Service, click Details.
8. Click OK.
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9. If prompted for Optional Networking components, select No.
10. Accept the defaults to continue the installation process.
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Appendix A – Scheduling a Job
Appendix A - Scheduling a Job
Microsoft SQL Server Enterprise Manager 2000
1. Expand Microsoft SQL Servers  Applicable Server Group  Server (Refer the screenshot
below).
2. Expand Management  SQL Server Agent.
3. Select the Jobs and right mouse click. Select New Job.
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4. Under General Tab, complete as follows. The Name text will appear in the Enterprise
Manager under Jobs after the job is created.
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5. Select Steps tab, click New and complete the New Job Step form as follows.
NOTES
Command is either SQL or an installed Stored Procedure with any necessary parameter.
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6. Select Schedules Tab, click New Schedule
7. Fill New Job Schedule Name and click Change
8. Complete the Edit Recurring Job Schedule form as follows:
9. Click OK button on each form to accept the new Scheduled Job.
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Microsoft SQL Server Management Studio 2005
1. From Object Explorer, connect to the SQL Server machine on which the Novar database
resides.
2. Expand SQL Server Agent.
3. Select Jobs and right mouse click. Select New Job.
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4. On the General page, complete as follows. The text of the Name field will display in the SQL
Server Agent under Jobs after the job is created.
5. Select the Steps page. Click New and complete the New Job Step form. Select database to
run.
NOTE
Command is either SQL or an installed Stored Procedure with any necessary parameter.
Click OK.
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6. Select Schedules menu.
7. Click New Schedule
8. Enter the details in New Job Schedule menu.
9. Click OK to accept the New Job Schedule.
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Appendix B – Stored Procedures and Functions Used by MediAExec
Appendix B - Stored Procedures and
Functions Used by MediAExec
1. These files are included on the standard Novar install CD, and should have already been
installed when the standard Novar stored procedures were installed.
a. If they have not been installed yet, make sure the files listed below are in the NSP
directory and then run UtilRep with the /DBMaint option.
2. This is the list of files, taken from the ReadMe.txt file.
a. MediAExec 3.3 uses all XML2Novar Stored Procedures and Functions
nsp_Create_NCE_TempConLine.sql
nsp_Create_NCE_TempContract.sql
nsf_ComputeCPMS.sql
nsp_NCE_GetConLines.sql
nsp_NCE_GetContracts.sql
nsp_NCE_GetNextID.sql
nsp_NCE_PutConLine.sql
nsp_NCE_PutContract.sql
b. MediAExec 3.3 uses two NIN Stored Procedures
nsp_IN_ASExceptions.sql
nsp_IN_AdCopyStatus.sql
c. MediAExec 3.3 uses all MediAExec Stored Procedures and Functions
nsf_ComputeClientCreditLimit.sql
nsf_FormatMoneyToString.sql
nsp_AEExceptionRpt.sql
nsp_CheckAvailsContract.sql
nsp_CheckAvailsLineItem.sql
nsp_CheckAvailsMEOrderLine.sql
nsp_ConGenOrderStatusUpdate.sql
nsp_crCopyExceptions.sql
nsp_crSchedException.sql
nsp_GetBroadcastYrWeek.sql
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Appendix B – Stored Procedures and Functions Used by MediAExec
nsp_GetEventSpotCount.sql
nsp_LineExceptionClean.sql
nsp_MediaExecClientChange.sql
nsp_MediaExecOrderReviewList.sql
nsp_MediaExecSAConfig.sql
nsp_monendorderby.sql
nsp_RateCardME.sql
nsp_RateCardME_MakeView.sql
nsp_sumCopyExceptions.sql
nsp_WebAreaAccessSetup.sql
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Installation Guide
Appendix C – Obsolete MediAExec Items
Appendix C - Obsolete MediAExec
Items
These scripts and stored procedures used to be part of the MediAExec installation process. They are
obsolete and should never be run on any database because they are not compatible with the
current Novar database structure. All database structure changes are handled by the Novar
Database Upgrade Script.

ME_Install_Columns.sql adds columns to existing tables.
o

1 - MAKE_NCE_tables.sql creates some tables.
o


o
This logic has been moved to the 'Validating Conline for Renumbering LineNums'
section of the Novar Database Upgrade Script.
o
This script should never have been run unless there was a specific need to do so.
3 - ME_Install_Primary_Keys.sql
All this work is done by Novar Database Upgrade Script except deleting the
LogAmalChannelZoneOption record from SystemConfig.
Import the 4 – MediaExec_DB_Data.XLS spreadsheet
o

This work is done by the Novar Database Upgrade Script.
2.8 - Line_Renumber.sql
o

This should not be run. Another existing conline trigger updates Last_Mod_Date.
2.7 – ME_NotNullable_Keys.sql
o

2.5 – ConlineTriggerUpdate.sql - adds triggers to maintain Last_Mod_Date column.
o

2 - ME_Install_Trigger_Scripts.sql adds Last_Mod_Date and Mod_Guid columns.
o

The Novar Database Upgrade Script does this work, and does it correctly.
This spreadsheet and its related process are replaced by the "InitializeTable…"
scripts.
5 - ME_Update_Tables.sql
o
It updates the Area and AreaAction Tables. It adds the OrderReviewProcess table
and default review process if the table does not exist. It updates permissions for a
user if non-blank parameters are used.
o
InitializeWebME_valuesTableAreaAndAreaAction.sql does the Area and AreaAccess
tasks and also adds the 'MediaExecRateCardSyncPageSize' SystemConfig setting. It
replaces ME_Update_Tables.sql except for the user password and permissions
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Installation Guide
updates. But ME_Update_Tables is nearly always called with blank parameters,
which skips the user password and permissions updates.

o
The OrderReviewProcess table is created by the Novar Database Upgrade Script.
o
InitializeTableOrderReviewProcess.sql truncates and then inserts the default
OrderReviewProcess records.
o
ME_Update_Tables should not be run.
6 – Update_NCE Table_Config.sql
o

7 - ME_Install_LineExceptions.sql
o



o
This was used to correct some things that were done by another script.
o
Since the other script is obsolete, and the new script does its job correctly, this
script is no longer useful.
9 - RatecardWeeknumIndexCreation.sql
o
The script just identifies duplicates. It does not do any updates or deletes.
o
This script may not be obsolete, but it is not necessary to run it during installation.
Update_AuditLog.sql
AddMustInstallColumnToUsersTable.sql
o

10 - Check_AdCopyGroup_Dupe.sql
o

The Novar Database Upgrade Script handles all these database structure changes,
and inserts the records into these tables.
8 - ME_22Plus_Upgrade_adcopy_LastModDate.sql
o

Replaced by SQL statement in InitializeTableNCE_Table_Config.sql.
AddAlternateApprover.sql
o
These were listed as "Additional SQL scripts that may be needed":


Line_Renumber.sql
o
This script is also listed above - in the "required scripts" section. It should never
have been run unless there was a specific need to do so.
o
This logic has been moved to the 'Validating Conline for Renumbering LineNums'
section of the Novar Database Upgrade Script.
Check_AEs_Contracts.sql
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Installation Guide
o
Used to get contract count and client count by AE. Helpful to select small user for
testing purposes. It does not change any data in the database.

o


Selects from contract and ae and groups by ae.aeid, lastname, firstname.
This can be run if desired, but it is not part of the installation or upgrade process.
ME_OrderReview_Diagnostics.sql
o
This script will not run on a database that is 5.12 or later. Since this script should
not be run anyway, it will not be modified to run on later versions of the database.
o
Was helpful to see high level diagnostics prior to testing install.
o
A note in the script says "Script is for internal use only...please do not distribute
without permission". It was used to look for data issues.

Looks for OrderReviewProcess table and Status field in that table. This work
is done by the Novar Database Upgrade Script.

Ensures that the user is in the user table, has an email, has an
OrderReviewStatus, and has access to WebME:OrderReview. It does change
data in the database.

Returns a list of duplicate (non-zero) AEID's that are in the Users Table.
Run ME_AE_Columns_Repair.sql and then run ME_AE_Columns_Setup_Repair.sql
o
A note in one of the scripts says that this problem was resolved for all systems at
MediAExec 2.3.
o
Both of these scripts change data in the database and should never be run.
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Installation Guide
Appendix D – Obsolete Remote Office Items
Appendix D - Obsolete Remote
Office Items
RTS is an obsolete section of Remote Office. All stored procedures and scripts related to RTS are
obsolete. Most of these files have "RTS" as part of the file name.
Page 86 of 91
Installation Guide
Appendix E – Special Installations
Appendix E - Special Installations
Create ODBC connection if Alternate Port is used for SQL
Server
Port 1433 is the default port for Sql Server. In some cases, a different port is used for the ODBC
connection which is used to access the Novar database from the Remote Office website.
If a port other than 1433 will be used for the Sql Server, a new ODBC connection must be created.
1. Open Settings  Control Panel  Administrative Tools.
2. Open Data Sources (ODBC). Go to the System DSN tab.
3. Click Add.
4. Follow the prompts to create a SQL Server ODBC connection with the desired port number.
5. Click OK to save.
6. It is probably necessary to change the DSN line in the RSSConfig file so it will use the newly
created DSN instead of the default DSN for SQL Server.
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Installation Guide
Use the name of the new DSN that was created with the alternate port number.
DSN = "SystemDSN_Name;uid=sa; pwd=xxxxx;database=NovarDB;"
SMTP Email Server must be set up if web server is client
hosted
If SMTP service is not installed, add it through the Add & Remove Programs control panel.
1. Select Internet Information Services (IIS) and click OK.
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Installation Guide
2. Check SMTP Service. Click OK.
Configure the SMTP service
3. On My Computer (Desktop) and right mouse click and select Computer Management.
4. Select Services and Applications and open Internet Information Services.
5. Open Default SMTP Virtual Server and select Properties.
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Installation Guide
6. Open Access tab. Open Relay restrictions. Click Relay.
7. Select ‘Only the list below’. Click Add and select Single Computer option.
8. Enter the IP Address of the Web Server Machine requesting to use SMTP Server.
a. If the RSSconfig file is set with a server, this setting is not used.
b. If the RSSconfig file is NOT used, the settings in this screen are used.
Page 90 of 91
Installation Guide
Install Verification Form
Install Verification Form
To: Imagine Communications Client Support
From:
Fax: 303.476.5004
Title:
Email: [email protected]
Company:
Phone:
Software Installed:
_____________________________________________________
Date Completed:
_____________________________________________________
Comments:
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
–Thanks for notifying us of your recent installation –
Page 91 of 91

Novar™ 6.0.x - Imagine Communications

Transcription

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