Ingenious Testcraft Technical Documentation Installation Guide

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1 Ingenious Testcraft Technical Documentation Installation Guide V7.00R1 Q2.11

2 Trademarks Ingenious, Ingenious Group, and Testcraft are trademarks of Ingenious Group, Inc. and may be registered in the United States or in other jurisdictions including internationally. Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Net Promoter, NPS, and Net Promoter Score are trademarks of Satmetrix Systems, Inc., Bain & Company, and Fred Reichheld. All other trademarks are the property of their respective owners. Ingenious Group, Inc. is not associated with any product or vendor mentioned in this document. Copyrights Copyright , Ingenious Group, Inc. All rights reserved. This guide may not be copied, photocopied, reproduced, translated, or converted to any electronic or machine readable form in whole or in part without prior written approval of Ingenious Group, Inc. Notes Installation Guide Page 2

3 Table of Contents About Testcraft... 4 For Network Administrators and End-Users... 4 License Information... 4 Support Information... 4 Overview... 5 Prerequisites... 5 Testcraft Setup... 6 Testcraft Software Installation... 6 Database Setup... 7 Creating a SQL Server Login... 8 Configuration Setup Module Setup Testcraft Connect Configuration (optional) Testcraft Sentry Configuration (optional) Post Installation Logging Into Testcraft Troubleshooting Problem: Folder Rights Not Configured Properly Problem: IIS Not Configured Properly Problem: License Not Installed Properly Installation Guide Page 3

4 About Testcraft Testcraft is a web-based application designed for administering tests and surveys to distributed groups of people within an organization. It provides an easy interface for authoring assessments, deploying them on the Internet or an Intranet, and viewing or downloading the results for analysis. For Network Administrators and End-Users The design of Testcraft is aimed at creating little or no administrative burden on the Information Technology infrastructure. The application is light, fast, and therefore requires a minimal amount of network and hardware resources. The software requirements are Microsoft Internet Information Services (IIS 6.0/7.0/7.5) and Microsoft SQL Server 2005/2008 database server. The hardware requirements for these programs can be found on the materials that accompany them. Testcraft is designed to run within the recommended requirements of each application and requires between 100 to 500 Megabytes of additional disk space on the machine running SQL Server in typical installations. Both the IIS and SQL Server programs can exist on a single system or on separate system hardware as long as they are accessible to each other via TCP/IP. Testcraft s application interface is designed to be easy to use and understand with help instructions and explanations provided for each input field on every page. Its intuitive nature was one of the core design goals at inception and remains a primary mandate today. It is designed to require little administrative overhead for the systems administrative staff. In order to avoid the administrative burden of maintaining user accounts and passwords, each assessment contains its own password, and a unique key ( address, by default) identifies users. License Information This product is shipped with an accompanying license and support/maintenance agreement. Please be sure to consult these agreements for information regarding the terms of usage, product warranties and support. By installing the application, you indicate your acceptance of the End-User License Agreement. Support Information Please review the Software Maintenance and Support Agreement included with the software for information on support for your product. If at any time you need assistance with the product, please contact us at: Ingenious Group, Inc. P.O. Box 317 New Hartford, CT Phone: (860) Fax: (860) Installation Guide Page 4

5 Overview IMPORTANT! Please read this entire document before starting your installation. Installing Testcraft is a relatively straight forward process, even if you have never installed a Web or database application before. The installation is composed of three major steps and one optional step in addition to any necessary pre and post installation tasks that may apply to your particular environment. If you have purchased additional Testcraft modules, one optional step will be required. In general, the installation will consist of the following: 1. Testcraft Setup - installing the application files onto your Internet Information Server (IIS) machine. 2. Database Setup - upgrading your existing Testcraft database on your SQL Server. 3. Configuration Setup - tailoring Testcraft options to suit your environment. 4. Module Setup (optional) - configuring any Testcraft add-on modules. It is important to read this entire document before performing the upgrade installation to fully understand the interactions of the different steps. Again, for those that have performed an installation of a similar type of application, nothing should be new here. NOTE: Some of the screenshots included in this documentation may indicate a different version than the one you are installing. In these cases, please disregard the version shown in the screenshot as the remainder of the screenshot will still be appropriate. Prerequisites You must make sure the following prerequisites are met before installing Testcraft. 1. Before installing Testcraft on Windows Server 2003/2008, be sure that any Service Packs and security patches available are installed via Windows Update before proceeding. URL: 2. Ensure the Microsoft.NET Framework 4.0 is installed on the IIS server. Testcraft is primarily an ASP.NET application and requires the.net Framework to operate. The.NET Framework installation program can be downloaded using the following link: 3. If you are upgrading Testcraft on a Web farm (i.e. on two or more IIS servers), there may be several special considerations to take into account. See the Testcraft Deployment Guide Web Farms topic for more information. Installation Guide Page 5

6 Testcraft Setup Testcraft Software Installation Perform the following steps to ensure successful installation of the Testcraft Server software. If you are installing the Web and database portions of Testcraft on separate machines, these steps must only be performed on the Web (IIS) machine. 1. Run the "Setup.exe" installation executable from the root directory of the Testcraft CD. This will begin the installation program and will eventually bring up the following welcome screen. 2. Click the Next button to proceed to the End-User License Agreement. You must indicate you agree to the terms of the agreement before you will be allowed to install the software. The agreement may also be copied and pasted from this screen for further review. 3. Now, you must enter your name, your organization s name, and the license key provided to you by your Testcraft sales representative or support staff. Click Next to continue. 4. In the next step, you will be able to select the Testcraft components to be installed on your server. For most installations, you will simply want to leave everything selected, which will install everything needed to run the software. If you would like to control which components are installed, you may uncheck the components you do not wish to install. You may also change the Installation folder on this screen if you choose to. 5. Once you have selected the components to be installed, click the Install button to begin the installation of Testcraft. Installation Guide Page 6

7 6. Finally, when the Testcraft installation has been finished, you will be shown the following screen indicating its completion. 7. Click Finish to complete the installation. If you encountered any errors during the installation, notify Testcraft support using the contact information provided at the beginning of this documentation. If you did not encounter any errors, you will be ready to proceed to the Web Server Setup step. Database Setup The Testcraft database installation process can be run from any computer with access to the SQL Server that will host the Testcraft database. Perform the following steps to create and initialize a new Testcraft database: 1. Open the "Testcraft 7.0 New Database Package" executable from the "Testcraft > Database" program group. Alternatively, you may find the executable installed in the "C:\Program Files\Testcraft\Db" directory by default. 2. If you are executing the SQL Package program on the machine running SQL Server with an administrator user account, you may be able to leave the default settings as they are shown in the image below. If you are running SQL Server on a different machine and/or require different login credentials, make the corrections required before clicking the Run button. Installation Guide Page 7

8 If you receive any errors upon clicking the Run button, it is probably because the SQL package cannot communicate with the SQL Server you have specified given the user credentials provided. You should check to ensure the Server name is correct and the user name and password are valid. If the application gives any other error, not related to communication, you may require a custom database upgrade package. In this case, you will need to contact Testcraft support staff to acquire this package. 3. As the database is upgraded and modified, you will see the following status screen. 4. Upon successful update of the database, you should see the following dialog box. 5. Now that the database has been upgraded, you must perform the Configuration Setup tasks. Creating a SQL Server Login If you will be using SQL Server authentication instead of Windows authentication within your connection string for Testcraft, you will need to manually create a SQL Server login before proceeding to the next step. The new login must be granted "db_owner" rights to the newly created Testcraft database. Follow the steps below to create the SQL Server login. 1. Run SQL Server Management Studio on your database server or from a machine with the program installed and access to the Testcraft database server. Connect to the database server hosting the Testcraft database with an administrative account. Installation Guide Page 8

9 2. From the Object Explorer, expand the [database server name], Security, and Logins. Right-click on Logins and select New Login 3. Enter a valid Login name ( tcuser for example). Choose the SQL Server authentication radio button. If you cannot choose this button, it is likely because mixed mode authentication is not enabled on your SQL Server installation. Use the Microsoft documentation to enable it and continue to follow these instructions. 4. Enter a strong password and confirm it. 5. From the Default Database dropdown select TC1_Data or whatever you named your Testcraft database. 6. From the Select a page area on the left, choose User Mapping. 7. In the Users mapped to this login portion of the screen, check off the box beside TC1_Data or the name of your Testcraft database. Then in the Database role membership for portion of the screen, check off the box beside db_owner. 8. Click OK to save the changes to the new login. Installation Guide Page 9

10 Configuration Setup Now that the Testcraft software has been installed, the Web server has been prepared, and the database has been upgraded, you are ready to configure the new Testcraft version for operation. The following tasks must be completed to configure the application. 1. Run the "Configuration Manager" program from the "Testcraft" program group. Alternatively, you may find the executable installed in the "C:\Program Files\Testcraft\Utils\TestcraftConfig\" folder by default. 2. When you first run the configuration program, you may see the message "No Configuration Loaded" in both the Web.Config Variables pane and the Config Tables Variables pane of the Configuration Manager window, as shown below. 3. From the Actions menu, select the Load Web.Config option. Navigate to and open the "Web.config" file in the "Web" directory of your Testcraft installation (for example, "C:\Program Files\Testcraft\Web\Web.config"). 4. If your Config Table Variables already appear, go on to step 5. If they do not, select the Load Config Table option from the Actions menu. Provide the details required for connection to the SQL Server from the current machine. Once you have properly opened the Web.config file and the configuration table in the Testcraft database, you should see a listing of values from each of those locations. Note: If you open the Configuration Manager at a later date, it will remember the locations of the Web.config file and configuration table. Installation Guide Page 10

11 5. To edit any of the configuration settings, double-click on the row you would like to modify. A setting editor dialog box will appear which will help you make the correct modifications to the setting. 6. It is extremely important to make sure ALL the Web.config variables are set properly. The connection strings should point to the Testcraft database, the URL's should be formatted as complete and proper Web URL's (including trailing slashes), and the Path's should be formatted as proper local or shared path's (with trailing backslashes). Use the values provided with Testcraft as examples to ensure proper formatting. The most important setting is the "ConnString" with the key of Main. Be sure to specify the correct Server Name, User Name, Password and Database Name (the name you chose previously during Database Setup). Testcraft will not function if the "ConnString" with the key of Main variable is not specified properly. 7. When you have completed making modifications, make sure you choose Save Web.Config and Save Config Table from the Actions menu or your changes will not be saved. NOTE: Testcraft uses the Web.config variables to locate the Testcraft database. If Testcraft is reporting errors connecting to the database, it likely indicates a problem with the connection strings variable in the "Web.Config" file. The configuration table settings are predominantly Installation Guide Page 11

12 used as preferences for how Testcraft will function and which options will be made available to the users. HELP IS AVAILABLE: To debug connectivity issues with the database, a file named TestConnection.aspx is included in the Utils folder of the installation. Copy this file into the Web folder of the installation and call it from the Web browser. This script should help by providing a meaningful error message regarding connecting to the SQL Server. Once you have solved the connectivity issue, it is highly recommended that you remove the TestConnection.aspx script from the Web folder for security reasons. Module Setup If you purchased any optional Testcraft modules such as Connect or Sentry, follow the instructions below to configure those modules to operate with your new Testcraft installation. If you did not purchase any optional Testcraft modules, skip this section and proceed with the Post Installation instructions. Testcraft Connect Configuration (optional) If you purchased the Testcraft Connect module, perform the following steps to complete its configuration. 1. Open Query Analyzer on either the Web or SQL Server machine and open the SQL script named "TC700_Install_Module_Connect.sql" under the "Db\scripts" directory of the Testcraft installation. For example, "C:\Program Files\Testcraft\Db\scripts". 2. Select the Testcraft database from the dropdown list of databases in the Query Analyzer toolbar. For example, "TC1_Data". 3. Click the green, right-pointing arrow button in the same toolbar to run the loaded script on the selected database. When the script has been run successfully, you should see the message The database update succeeded at the bottom of the message log. As long as you see this message, you don t have to worry about any red Server: Msg lines. If you receive a message saying The database update failed, you will need to contact Testcraft Support and they will probably ask you for a copy of the entire message log (so don t close the window just yet). 4. Once the script has been run, open the Testcraft Configuration Manager from the Testcraft program group and edit the new configuration settings for the module in the Config Table section of the manager. All Testcraft Connect module settings will have a Module indicator of "CNCT". For help editing the module settings, contact Testcraft support using the information at the beginning of this document. 5. Locate the setting with a module indicator of CNCT named ModuleExists. Be sure this setting is set to yes. 6. If everything is installed properly, you will have a Course Administration button in the Assessment Control Panel on the Testcraft account home page (the first page you see after successfully logging in. Installation Guide Page 12

13 Testcraft Sentry Configuration (optional) If you purchased the Testcraft Sentry module, perform the following steps to complete its configuration. 1. Open Query Analyzer on either the Web or SQL Server machine and open the SQL script named "TC700_Install_Module_Sentry.sql" under the "Db\scripts" directory of the Testcraft installation. For example, "C:\Program Files\Testcraft\Db\scripts". 2. Select the Testcraft database from the dropdown list of databases in the Query Analyzer toolbar. For example, "TC1_Data". 3. Click the green, right-pointing arrow button in the same toolbar to run the loaded script on the selected database. When the script has been run successfully, you should see the message The database update succeeded at the bottom of the message log. As long as you see this message, you don t have to worry about any red Server: Msg lines. If you receive a message saying The database update failed, you will need to contact Testcraft Support and they will probably ask you for a copy of the entire message log (so don t close the window just yet). 4. Once the script has been run, open the Testcraft Configuration Manager from the Testcraft program group and edit the new configuration settings for the module in the Config Table section of the manager. All Testcraft Sentry module settings will have a Module indicator of "STRY". For help editing the module settings, contact Testcraft support using the information at the beginning of this document. 5. Locate the setting with a module indicator of STRY named ModuleExists. Be sure this setting is set to yes. 6. If everything is installed properly, you will have a Proctor Administration button in the Assessment Control Panel on the Testcraft account home page (the first page you see after successfully logging in. Post Installation Logging Into Testcraft The following instructions will assist you in logging into the Testcraft product for the first time: 1. Navigate to the Testcraft sign-in page with your browser. For example, testcraft/, where is the Web address of your Testcraft server, and Testcraft is the virtual directory or website configured for the Testcraft software. 2. Under the Account Admin Sign-In box enter "ADMIN" for the Account ID and "ADMIN123" (casesensitive) for the Password. Then hit the Enter key or click the Login button beside the Password box. 3. Now, click the Change Account Password button to change the default password for the Administrator s account to something difficult to guess (must be at least 6-characters long, and should include at least one number and/or special character). Installation Guide Page 13

14 4. Finally, click the System Administration button on the main screen to create a new master account from which to build the account structure for this installation. It is recommended you do not use the "admin" account for this purpose. Installation Guide Page 14

15 Troubleshooting The following sections should only be used if something is wrong with the installation after an upgrade. Problem: Folder Rights Not Configured Properly The installation process should have given Modify security privileges to the Web\downloads and Web\resources folders for the Network Service local machine account. If this did not happen or if you are not using the Network Service local machine account for anonymous security in IIS, then you will need to follow the instructions below. If the proper rights were granted by the installation process skip these steps and go to the Web Server Setup section. Now, you must give additional rights to the default Network Service rights account for the "downloads" and "resources" directories of the application. 1. Open Windows Explorer and navigate to the "C:\Program Files\Testcraft\Web" directory (or wherever you chose to install Testcraft). 2. Right-click on the "downloads" sub-directory and click on "Properties". 3. Select the "Security" tab at the top of the properties window. Then click on the Add button to give another user rights to this sub-directory. 4. Add the local "NETWORK SERVICE" account. This is the default account used for security control of ASP.NET applications. If you have altered the default ASP.NET account on your Web server, you must first identify which account is being used and add that account to this list before you continue. 5. With the default ASP.NET rights account selected (NETWORK SERVICE, etc.) check "Allow" beside the "Modify" permission. This will also select all other permissions with the exception of "Full Control". Click OK to assign the security rights. 6. Perform the same actions for the "resources" sub-directory starting with sub-step 2 above. NOTE: Under some installations, the default ASP.NET rights account may not have been created, is disabled, or is not being used for anonymous security of ASP.NET applications. In these cases, you must identify the correct account being used for anonymous ASP.NET applications and give it the proper "Modify" rights as described above. Consult the Microsoft operating system documentation for information on assigning application and file security rights to user accounts. Problem: IIS Not Configured Properly If the following series of steps were performed for the previous version of Testcraft and you have installed to the same directory, then you may just confirm the settings mentioned within the instructions. The Testcraft installer normally creates an IIS virtual directory called Testcraft under the Default Web Site during the installation process. If this is not the desired virtual directory configuration you want or if the installation failed to create this virtual directory for any reason, you may use the instructions below to reconfigure the IIS settings to your liking. Installation Guide Page 15

16 All work in this part of the installation is performed in the Internet Information Services (IIS) Manager of Windows By allowing you to maintain the IIS virtual directory or Website manually, Testcraft gives you a great deal of flexibility in creating the exact Web structure that best suits your organization or existing Website. 1. Start the Internet Information Services (IIS) Manager by selecting "Start Menu > All Programs > Administrative Tools > Internet Information Services (IIS) Manager ". 2. Expand the server name representing your Testcraft server. Then expand Web Sites. Then expand "Default Web Site" or the Web Site where the existing Testcraft installation is located. 3. Right click on the proper Testcraft virtual directory or Web Site and select "Properties". 4. Modify or confirm the following settings on the Home or Virtual Directory tab. Local path = "C:\Program Files\Testcraft\Web" or the "Web" sub-directory the installation Application name = "Testcraft" (or whatever your existing installation is named) Execute Permissions = Scripts only For Windows Server 2003: Application Pool = TestcraftAppPool 5. Click on the Documents tab and confirm the following settings: Enable Default Document = checked Default Document List = Index.aspx (this is the only document name required, remove others) Installation Guide Page 16

17 6. Click on the ASP.NET tab and confirm the following settings: ASP.NET version = All other tabs can be left at their default values. Click OK to save any changes made to the virtual directory. Problem: License Not Installed Properly A valid and current serial number is required for Testcraft to run properly. This serial number is provided on a printed certificate or electronically via . In some cases, more than one serial number may be provided if you have purchased additional Testcraft modules or multiple server licenses. If you have not yet installed your Testcraft serial number, you will see the following in your browser when attempting to access the Testcraft software. To remedy this, follow the steps below. Evaluation license users will see a notice at the bottom of many Testcraft pages notifying them of the evaluation status and the number of days remaining. The following instructions will assist you in installing your license: 1. Open the Testcraft Configuration Manager program and locate the setting in the Web.Config Variables named SerialNumbers. 2. Double-click on the SerialNumbers row to open the editor. Enter the serial number you have been provided as in the screenshot below. Then click the Submit button to make the change. Note: It is possible to enter more than one serial number on this screen. Multiple serial numbers Installation Guide Page 17

18 should be entered on separate lines. If you have received two or more production serial numbers, only enter one of those serial numbers per Web server. Do not enter all serial numbers on all servers, as you will not know which serial number is actually being used by each server. 3. After clicking the Submit button, be sure to save the changes to the Web.Config file by selecting Actions > Save Web.Config. 4. Navigate to the Testcraft sign-in page with your browser. For example, "http://www.sample.com/testcraft/", where "www.sample.com" is the Web address of your Testcraft server. 5. Once your Testcraft license has been successfully installed, you will no longer see the Invalid License page when attempting to sign into Testcraft. Installation Guide Page 18

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