TARGETPROCESS INSTALLATION GUIDE

Transcription

1 TARGETPROCESS INSTALLATION GUIDE v.2.19 Installation Guide This document describes installation of TargetProcess application and common problems with resolutions. 1

2 PREREQUISITES... 3 SERVER REQUIREMENTS... 3 HARDWARE... 3 Recommended configuration... 3 Application Server Recommended Hardware... 3 Database Server Recommended Hardware... 4 CLIENT REQUIREMENT... 4 PREREQUISITES INSTALLATION... 4 INSTALLING PREREQUISITES USING MICROSOFT WEB PLATFORM... 4 MANUAL PREREQUISITES INSTALLATION... 5 Step 1. IIS Installation... 5 Step 2..NET Framework 3.5 Installation... 6 Step 3. SQL Server 2005 Express Installation... 6 TARGETPROCESS INSTALLATION... 8 AUTOMATIC INSTALLATION... 8 Configure Files Storage Configure Language (culture) Settings Licenses TARGETPROCESS INSTALLATION (FROM ARCHIVE) UNPACKING APPLICATION'S WEB SITE CREATION SQL SERVER DATABASE CREATION AUDIT HISTORY PERMISSIONS RUNNING LICENSES UPDATE TARGETPROCESS TO NEW VERSION UPDATE TARGETPROCESS TO NEW VERSION (FROM ARCHIVE) INTEGRATED WINDOWS AUTHENTICATION TECHNICAL INFORMATION TROUBLESHOOTING NET 3.5 IS NOT INSTALLED PAGE INSTEAD TARGETPROCESS LOGIN PAGE JAVASCRIPT ERRORS, ADD LINK DOES NOT WORK CAN T CHANGE TERMS IN PROCESS CAN T ADD ATTACHMENT PROGRESS REPORTS ARE EMPTY OTHER IMPORTANT NOTES: 2

3 TargetProcess requires.net Framework 3.5 Service Pack 1. TargetProcess will not install if there is no.net 3.5 on the server IIS must be installed before.net Framework 3.5 Service Pack 1. Otherwise you may have problems and should run aspnet_regiis i to resolve them Session MUST be enabled for ASP.NET applications in machine.config or TargetProcess Web.config Database user role (sa or another login) should have permissions to create database. It is required for correct database installation Prerequisites Server Requirements Windows 2000/2003/XP Pro (Home edition does not support IIS)/Vista/2008 MSSQL 2005/2008 Server or MSSQL 2005/2008 Express. Express is a free database engine and it can be downloaded from Microsoft web site Internet Information Server (IIS 5 or higher).net framework 3.5 Service Pack 1. Can be downloaded from Microsoft web site 5d1a- 413d da479ab0d7&displaylang=en Hardware Minimal CPU: 2 GHz or higher Memory: 1 GB or higher HDD: 2 GB or higher (depends on company size and data volumes) Recommended configuration concurrent users servers server. Database installed on the same server database server + 1 application server Application Server Recommended Hardware concurrent users 3

4 CPU: Intel Core 2 Duo E6300, AMD Athlon 64 X (or higher) RAM: 2GB 100+ CPU: Intel Core 2 Duo E6600 (or higher) RAM: 4GB Database Server Recommended Hardware CPU: Intel Core 2 Duo E6300, AMD Athlon 64 X (or higher) RAM: 2GB+ SCSI Hard Drive Client Requirement Web browser: Internet Explorer 7+ FireFox 3+ (recommended) Safari 3+ (recommended) Google Chrome (recommended) Note: you must set your browser to allow cookies and enable JavaScript. Prerequisites Installation The fastest way to install all prerequisites is to use Microsoft Web Platform Installer. Installing Prerequisites Using Microsoft Web Platform Microsoft Web Platform is a set of tools with a nice installer. It includes IIS, MSSQL Server 2008 Express,.NET 3.5. In other words, it has everything you need to run TargetProcess on your local workstation or local server. You need to download Web Platform Installer from run it and mark the following components to install:.net Framework 3.5 SP1 SQL Express 2008 Internet Information Services 4

5 It will guide you through the installation process of all components. Manual Prerequisites Installation If you don t have environment installed, software should be installed in the following order: 1. Install IIS from your Windows Install CD 2. Install.NET Framework 3.5 Service Pack 1 3. Install SQL Server 2005/2008 or SQL Server 2005/2008 Express Note: IIS must be installed before.net Framework 3.5 Service Pack 1, otherwise you may see strange problem after TargetProcess installation: login page will not have images and input fields. Please, refer troubleshooting section in the end of this document to resolve this problem. Step 1. IIS Installation If you use Windows XP Pro you can install IIS 5.1 from the Windows XP Pro installation CD. 1. Open Add/Remove Windows Components in Add/Remove Programs in the Control Panel. 5

6 2. Mark check box for Internet Information Services (IIS) Step 2..NET Framework 3.5 Installation Download installer from 5d1a- 413d da479ab0d7&displaylang=en Run it. Step 3. SQL Server 2005 Express Installation Important: SQL Server 2005 Express should be installed in Mixed Mode Download MSSQL 2005 from 1. Run installer and click Next several times till Registration Information. Fill your name and company name. Click Next. 2. Select Client Components feature. Click Next. 6

7 3. Select Mixed Mode and specify password (for example, adm1n) 7

8 4. Click Next till the installation completion. TargetProcess Installation Automatic Installation Unpack TargetProcess_xxx.zip into any folder 1. Run TP- 2.x.x.x- setup.exe 2. Click Next, read license agreement and click I Agree 3. Select required culture (it will affect dates and numbers formats) 8

9 4. TargetProcess automatically detects default IIS wwwroot folder and set default installation values. You may leave them as is and click Next 9

10 5. Specify database parameters (server, database name, login and password). Note. If you have installed MSDE as described above, you should set adm1n in Password field. Database Server Name should be <NETBIOS_SERVER_NAME>\SQLEXPRESS. Click Install. 10

11 6. After several seconds TargetProcess will be installed. 11

12 7. Click Finish. Web browser will be started and login page will appear. 8. Login using admin/admin login and password Configure Files Storage TargetProcess may store files in database or on hard drive. By default attachments stored in uploads folder. To select database as files storage open Web.config and set the following parameter to true <add key="attachment.usedatabase" value="true"/> Configure Language (culture) Settings Open Web.config file and change the following parameter <globalization requestencoding="utf-8" responseencoding="utf-8" culture="en-us" uiculture="en-us" enableclientbasedculture="false"/> For example, Italian culture <globalization requestencoding="utf-8" responseencoding="utf-8" culture="it-it" uiculture="it-it" enableclientbasedculture="false"/> Complete list of cultures can be found at us/library/system.globalization.cultureinfo(vs.80).aspx IMPORTANT: Database user and TargetProcess application should have the same language, otherwise there will be problems with date conversions. For example, if TargetProcess accesses database with sa user and configured for Italian culture in Web.config, sa user should have Italian as Default Language (to check that, open SQL Server Enterprise Manager, click Security - > Logins, find sa user and check it Default Language setting) Licenses See Licenses section below to activate TargetProcess and apply licenses. TargetProcess Installation (from Archive) If automatic installer does not work for you (for example, you have no remote access to the server) contact us about archive package. Steps Overview: 12

13 1. Unpack TargetProcess 2. Create virtual folder 3. Create SQL Server database 4. Permissions set 5. Run TargetProcess 1. Unpacking Unpack TargetProcess_xxx.zip into any folder. In this guide we will assume that zip archive unpacked into D:/TargetProcess folder 2. Application's Web Site Creation 1. Create new virtual folder or new web site in IIS. For example, 13

14 2. If you run Windows 2003 create Application Pool for TargetProcess and select ASP.NET 2.0 for this Application Pool 3. Copy all files from D:/TargetProcess/wwwroot directory into virtual folder's root directory 3. SQL Server Database Creation 1. Create new database. In the instructions below we will use tpdb database name. 2. Run Install_2.17.x.x.sql (where x.x - should be the latest version) from D:/TargetProcess/sql folder to create tpdb structure. This script creates required tables. If you have Query Analyzer: 14

15 a. Sql file has hardcoded database name TargetProcess if you want to change this name you should replace TargetProcess with your database name. 3. Open Web.config and change the connection string in the following key: <property name="connection.connection_string">server=(local);initial catalog=tpdb;user id=sa;password=adm1n;connection Timeout=3600</property> 4. Audit History Now it is required to convert audit history into the new format using Tp.HistoryConversion.UI.exe utility. Find executable Tp.HistoryConversion.UI.exe in TargetProcess archive. Execute the following command using command line: Tp.HistoryConversion.UI.exe /connection:" Server=(local);initial catalog=tpdb;user id=sa;password=adm1n;" /culture:"en-us" connection argument is the connection string to your MS SQL Server. 15

16 culture argument is the required culture name (optional, will be used default if the culture argument is not provided) 5. Permissions It is required to give full permissions on Uploads and Img folders and Web.config file for ASPNET (or IIS_WPG or NETWORK SERVICE in Windows 2003). Folders and files located in: <path to targetprocess>\upload <path to targetprocess>\img 6. Running Open browser and type in the address field. Login using admin/admin login and password Licenses You should receive License Key by . If you don t have License Key please contact info@targetprocess.com to resolve this problem. Login into TargetProcess and navigate to Admin - > License and click Register your copy of TargetProcess link. Automatic Activation 1. Select Automatic activation and click Next 2. Enter your License Key and click Next 3. System automatically retrieve license information and apply it to TargetProcess Manual Activation 1. Download License File from Customer Center at You should login into Customer Center using your License Key. 2. Select Manual activation and click Next 3. Upload License File and click Next 4. System register/update license information and shows success message Update TargetProcess to New Version Update is quite simple if you installed TargetProcess using automatic installer. Visit your account in Customer Center (URL looks like 16

17 and download latest version of TargetProcess. Update steps: 1. Create database backup. You may do that using SQL Server Management Studio for example. 2. Create application backup. Copy all files from [tp_root] to safe location. 3. Unzip installer and run it. Click Next and accept license agreement. No you will see a screen that ask you about new install or update. Select Update and click Next Click Next and Installer asks you about backup creation 17

18 If you did not make the backup, it is a good time to create it. Then click Next and Installer does all the job (replace application files, run database update scripts). If you upgrade from v.2.11, Installer will convert audit history records into the new format. It may take up to several hours on large database. 18

19 Update TargetProcess to New Version (from Archive) Visit your account in Customer Center (URL looks like and download latest version of TargetProcess. Unpack TargetProcess_xxx.zip into any folder. In this guide we will assume that zip archive unpacked into D:/TargetProcess folder Update steps: 1. Create database backup. You may do that using SQL Server Management Studio for example. 2. Create application backup. Copy all files from [tp_root] to safe location (for example, you may have TargetProcess installed in C:/Inetpub/wwwroot/TargetProcess/wwwroot folder). It is important to copy Web.config file and Upload folder. We will call this copy old. 3. Stop TargetProcess web site in IIS Administration Console. 4. Copy all files from unzipped D:/TargetProcess/wwwroot directory into virtual folder's root directory. For example, if may have TargetProcess installed in C:/Inetpub/wwwroot/TargetProcess/wwwroot folder. It means you should copy all files from D:/TargetProcess/wwwroot into C:/Inetpub/wwwroot/TargetProcess/wwwroot. 5. Open old Web.config file and find database connection string. It may look like <property name="connection.connection_string">server=(local);initial catalog=tpdb;user id=sa;password=adm1n;connection Timeout=3600</property> Copy this connection string. Open new Web.config file and replace the key with old key. 6. Copy old Upload folder into C:/Inetpub/wwwroot/TargetProcess/wwwroot. 7. Run required update files Update_2.x.x.sql one by one from D:/TargetProcess/sql folder. IMPORTANT: updates should be run incrementally, for example Update_ sql, Update_ sql, etc. (check Version table in database to make sure what version you have installed. For example, if you have installed , you should run all scripts that have number or higher) a. Each sql file has USE line. You should delete it or with correct database name. For example, USE "tpdb". 8. IMPORTANT: If you update from v.2.11 to v.2.12 or higher, it is required to convert audit history into the new format using Tp.HistoryConversion.UI.exe utility. 19

20 Find executable Tp.HistoryConversion.UI.exe in TargetProcess archive in Tool folder. Execute the following command using command line: Tp.HistoryConversion.UI.exe /connection:"server=(local);initial catalog=targetprocess;integrated Security=SSPI" /culture:"en-us" connection argument is the connection string to your MS SQL Server. culture argument is the required culture name (optional, will be used default if the culture argument is not provided) It will convert history data and after the conversion upgrade will be completed. Integrated Windows Authentication TargetProcess supports Integrated Windows Authentication. Two actions required to enable them: 1. Enable Integrated Windows Authentication for TargetProcess virtual folder (Internet Information Services Manager - > right click on TP virtual folder - > Properties - > Directory Security - > Authentication and access control). IMPORTANT: Disable anonymous access, otherwise integration will not work 20

21 2. Specify Active Directory User Logon Name for users in TargetProcess (for example if you have windows domain CompanyUsers and user login ted, then you should specify Active Directory User Logon Name as CompanyUsers\ted) Then when user will access TargetProcess he will be automatically authenticated and redirected directly to Dashboard screen. Technical Information TargetProcess installer does the following: 1. Creates application pool for TargetProcess application for ASP.NET Creates virtual folder and binds it to TargetProcess Application Pool 3. Copy all required files into virtual folder 4. Set write permissions to <path to targetprocess>\upload folder 5. Creates database or update existing database to latest version (database user should have permissions to create database. It is required for correct database installation) 6. Modify Web.config and set correct database connection string TargetProcess based on the following technologies and frameworks: ASP.NET

22 ASP.NET AJAX NHibernate v.2.1 ExtJS Troubleshooting.NET 3.5 is Not Installed TargetProcess installer will show warning if.net 3.5 is not installed. It is required to download and install.net 3.5 Framework. 404 page instead TargetProcess login page Try to register asp.net with IIS: Open command prompt (Start > Run > type 'cmd' > hit enter) Type the following command: %windir%\microsoft.net\framework\v \aspnet_regiis.exe - i The other reason is maybe you have Webservices Extensions disabled. This issue comes up in 2003 because after you install ASP.NET 2.0 it disables it in the Webservices Extensions, If you enable it then it should work just fine. JavaScript errors, Add link does not work When you login into TargetProcess you see javascript errors. Add link on the top does not work, some images are not loaded. The possible cause is HTTP requests filtering on the server. For example, UrlScan may be installed on server. UrlScan is a security tool that restricts the types of HTTP requests that Internet Information Services (IIS) will process. And it may be configured to no allow.axd requests, while they are required for TargetProcess and almost any.net application. It is required to add.axd into allowable requests list. Can t change Terms in Process IMPORTANT. Sometimes automatic installer failed to set correct permissions on upload folders during installation in Windows 2000/2003 server. If you will get exceptions when adding an attachment, set write permissions to ASPNET (or IIS_WPG or NETWORK SERVICE in Windows 2003) user on the following folders manually: <path to targetprocess>\img 22

23 Can t add Attachment TargetProcess Installation Guide IMPORTANT. Sometimes automatic installer failed to set correct permissions on upload folders during installation in Windows 2000/2003 server. If you will get exceptions when adding an attachment, set write permissions to ASPNET (or IIS_WPG or NETWORK SERVICE in Windows 2003) user on the following folders manually: <path to targetprocess>\upload Progress reports are empty One reason is different languages in TargetProcess and database user. For example, if TargetProcess accesses database with sa user and configured for Italian culture in Web.config, sa user should have Italian as Default Language (to check that, open SQL Server Enterprise Manager, click Security - > Logins, find sa user and check it Default Language setting) 23

24 Other TargetProcess Installation Guide Please, to if any problems with installation. Visit Help Desk at If you have any questions about TargetProcess, just contact us: Web: 24