DevInfo 7 Web Installer Guide

Transcription

1 DevInfo 7 Web Installer Guide DevInfo Support Group Last updated: 10 September 2013 Abstract This guide defines the next steps to the DevInfo 7 Web Configuration after the installer has deployed the DevInfo 7 web application on a local/external server. 1

2 Acknowledgment This database software has been developed by the UN system. The product has been adapted from UNICEF ChildInfo technology. UNICEF owns and maintains the source code for DevInfo. 2

3 Contents 1. Uploading the database to SQL server Configuring and optimizing your DevInfo 7 database... 6 Configuring the database settings... 6 Optimizing the database... 8 Setting default indicators and areas Modifying user settings

4 1. Uploading the database to SQL server The first step in uploading your offline DevInfo 7 database is creating a blank SQL database. Right-click on the Databases folder and click New Database (Fig. 1.1). Fig. 1.1 Enter the desired name of the blank SQL database and click OK (Fig. 1.2). Fig

5 The next step is uploading your offline database to SQL server using the DX Access Remote.exe utility. Click DX Access Remote.exe from the Data Exchange module in the DevInfo 7 Data Admin application. The utility opens in a new window. In Step 1, select Upload Dataset and click Next. In Step 2, click Browse at upper right to browse for and select the desired offline DevInfo 7 database to upload. Select the database by either double-clicking it or dragging it from the Available pane to the Selected pane. Click Next. Step 3 allows you to select the online destination of the database. Click New at top right to create a new online MS SQL database connection. Enter the connection details for the newly-created blank SQL database. Specify any desired Connection Name, but make sure that the Database Name is the name of the newly-created blank SQL database (Fig. 1.3). Fig. 1.3 Click Test to test the connection. After successfully testing the connection, click Save. Finally, click Finish to initiate the upload to the remotely hosted MS SQL database. The application returns a message when the upload is complete. 5

6 2. Configuring and optimizing your DevInfo 7 database Once your DevInfo database has been migrated into DevInfo 7 web format, you need to configure and optimize the web database before it be properly accessed and searched by users. This involves the following key steps: Configuring the database settings Launch your DevInfo 7 web application either by entering the URL or by rightclicking on the devinfo site in the Connections pane in IIS Manager. Click Manage Application and then click Browse (Fig. 2.1). Fig

7 The site should open in your browser window (Fig. 2.2). Fig. 2.2 Click Login from the upper right menu bar and enter the following default administrator login details: address: Password: Note that you can later change the default admin login credentials via the User Management module in the Admin Panel. After login, click Database Settings at left, and then click New (Fig. 2.3). Fig

8 Enter the database connection details as requested, using the details of the DevInfo 7 database previously uploaded to MS SQL Server. In the Connection Name box, enter the adaptation name to be displayed in the user application. In the Database Name box, enter the name of the desired SQL server database. In the Description box, enter a description of the database that will be visible to all site visitors (Fig. 2.4). Fig. 2.4 After entering the connection details, click Test Connection. Once the connection is successfully tested, the Register button will be enabled and click Register to register the database. Click Next to proceed to optimizing the database. Optimizing the database Optimizing your database is a necessary step to enhance the speed and performance of the web application. NOTE: If the database is not optimized, then only the Advanced Search feature will work and not the Quick Data Search feature - in the DevInfo 7 Web application. Therefore, it is strongly recommended that you optimize the database. 8

9 First select Generate master files and ensure that all other check boxes are cleared. Then click Optimize Database (Fig. 2.5). NOTE: After clicking Optimize Database, it may take a significant amount of time for the process to be completed, depending on the speed of your computer and the size of the underlying database. If your database is small, you can select all the check boxes under Generate master files at one go. If your database is large, you may wish to select the check boxes one at a time (e.g., first Area, then Footnotes, then IC, etc.) and then click Optimize Database, repeating the process until all the master files are generated. Fig. 2.5 Next select Generate Map Files and ensure that all other check boxes are cleared. Then click Optimize Database. Next select Generate QDS search results and ensure that all other check boxes are cleared. Note that the text box under Generate search results should display the default text GENERAL. Then click Optimize Database. This step generates the search results for the Quick Data Search feature. 9

10 Next select Generate CSV File and ensure that all other check boxes are cleared. Then click Optimize Database. This step generates the CSV file that will be available for download from the home page. NOTE: If the application is unable to successfully complete any of the optimization activities above, it may be due to an issue with the underlying database. Please contact the DevInfo Support Group at for further assistance. Setting default indicators and areas Click Next to set default indicators and areas. This feature may be useful if your database contains many indicators and areas, and you wish to limit the number of indicators and areas that appear under the Quick Data Search results in the DevInfo 7 User application, in order to speed up the search process (Fig. 2.6). Fig

11 3. Modifying user settings If you wish to create a new admin account or change your default admin login credentials (including changing the admin password), click User Management from the left panel (Fig. 3.1). Fig. 3.1 Click Create Admin Account to create a new admin account and enter in the desired details. Note that the previous default admin credentials will no longer be valid; the role of the admin will shift to the newly-created admin. Click Set As Admin to set any selected previously-created user as the new administrator. Note that the previous admin credentials will no longer be valid; the role of the admin will shift to the newly-created admin. Click Change Password to change the password for any selected user. 11