BillQuick Web Suite 2007

Transcription

1 Setup and Installation Instructions BillQuick Web Suite 2007 Please print and read the instructions before installing the product Page 1/16

2 INTRODUCTION: Welcome to BillQuick Web Suite 2007 from BQE Software, Inc. Web Suite 2007 is a powerful web based interface for BillQuick. Many professionals spend most of their time out of their office. They may work at remote sites or sometimes at home. This software will enhance the power of your BillQuick program by extending its reach to remote users or a satellite office anywhere via the Internet or Intranet. Using BillQuick Web Suite, you have access to nearly all of the features and functions of BillQuick. This definitely helps in increasing the efficiency and productivity of any business concern. You install BillQuick Web Suite on your web server. The remote users will access Web Suite as a regular web site in their browser. The procedure is safe and can be setup on a secured server. BillQuick Web Suite 2007 uses the security from BillQuick The program will allow users to access only those modules that are assigned via the security module in BillQuick BillQuick Web Suite 2007 has two main components. Both of them are installed by the setup program on your IIS Server (version 5.0 or higher) running Windows XP Pro, Windows 2000 Server or Windows Server Server component BillQuick Web Suite 2007 Server Manager lets you assign the employees /vendors that you want to authorize to use web suite. In addition, you can set parameters such as Minimum Time Increment, First Day of the Week and others. These are stored in your web configuration file, web.config typically located in the C:\Program Files\BillQuick Web Suite\Web Suite 2007 folder. Note: Web Suite 2007 Server Manager updates the Web.config* to match environment settings. Server Files component Web Suite component files become part of your web site as a Virtual Directory. These files include.aspx files, scripting files, image files, Web.config* file and html-based help files. These files are typically located in the C:\Program Files\BillQuick Web Suite\Web Suite 2007 folder. Page 2/16

3 SYSTEM REQUIREMENTS Server requirements: Hardware Requirements: 800Mhz Intel Pentium IV or faster 256 MB RAM or more (512 MB recommended) At least 130 MB of hard disk space required CD-ROM drive for installation from a CD (Web application can also be downloaded from the website, Software Requirements: Windows 2000 (Professional, Server, and Advanced Server) Windows XP Professional Windows Server 2003 SQL Server 7.0 or higher if using Web Suite 2007 Enterprise version Other Requirements:. NET Framework 2.0 ASP.NET 2.0 Internet Information Server 5.0 (or higher) MDAC 2.7 (or higher) Client Machine or WorkStation requirements: Hardware: 400 MHz Intel Pentium III or faster 128 MB RAM or more (256 MB recommended) Software: Windows 98, ME, NT, 2000 or XP, Mac OS Internet Explorer 6.0 (or higher), Netscape7.1, Opera 5.0, Firefox or Safari Important: Please install the latest Windows Service Packs and Critical Updates. Check the Microsoft web site for the latest updates to Windows. Some versions of Windows include an automatic update option. Page 3/16

4 INSTALLATION INSTRUCTIONS: Important: To install BillQuick Web Suite 2007 you must be logged on as an administrator on the web server that is running Microsoft Internet Information Server (IIS 5.0 or higher) Run the installation program BQWS2007Setup.exe. Follow the on-screen instructions to install Web Suite 2007 on your web server. After installation, run the Web Suite 2007 Server Manager program by selecting it from the Start menu or Desktop Icon. 1. Click the Windows Start button on your task bar. 2. Select Programs from the Start menu. 3. Select BillQuick Web Suite. 4. Select Web Suite Select Server Manager. Assigning Data File and Licenses: Open Web Suite 2007 Server Manager and work through the steps. STEP1: Click on the Step 1 Icon Select your firm s BillQuick data file. You may select a Microsoft SQL Server database or Microsoft Access database. Page 4/16

5 BillQuick database using SQL Server: If you are using SQL Server database, then check Use SQL Server. Provide the SQL Server name or its IP address (and optionally an instance name preceded by a \ ), the Login ID and the password. By default you can use BillQuickSQL as your Login ID and admin as your password. This ID is automatically created by BillQuick when you create your company datafile on SQL Server or MSDE Server. (See the BillQuick Help file under Database Options) If your SQL Server supports Windows Authentication, you may check the option to use Windows Authentication. From the drop down list box, select the database and click Verify. The web.config file is updated to reflect the new SQL Server database. Note: It is required that the Web server be able to communicate with the SQL Server. You will find many tools and resources online to help you check and test the odbc connectivity to your SQL Server. BillQuick database using JET (MS Access): Select the BillQuick data file and click Verify. Web.config is updated to reflect the new Microsoft Access database file. Make sure the Use SQL Server check box is unchecked. Tip: For security reasons, it is recommended that you keep your data file outside the Inetpub folder. *Important: Explore to the folder where the BillQuick database file is located. Depending upon your web server operating system, you need to enable sharing or give the proper permissions. If your data file is not on the same machine as your website, you may need to use impersonation. Operating System Windows XP Professional (SP1/SP2) Windows 2000 Professional Windows 2000 Server or Advanced Server Windows Server 2003 (SP1) Permissions Enable full sharing Enable full sharing Enable full permission to ASPNET Account Enable full permission to NETWORK SERVICE Account How you set the permissions depends on the version of the operating system that you are running. Consult your operating system documentatio n for the Page 5/16

6 details. Below are some links to online documentation for setting share permissions. Windows XP: g.mspx Windows 2000 Professional: Windows 2000 Server or Advanced Server: STEP2: Click on the Step 2 Icon Licensing and registration: New BillQuick Web Suite 2007 users receive license and registration keys when they purchase the software. Using the supplied keys: 1. Click the Change button and enter the license key. 2. Click the Validate button to verify and save the license key. 3. Click the Click here to register link Page 6/16

7 4. Enter your registration key and click OK. If you are evaluating a trial version of Web Suite 2007, 5 users may work with the software during the trial period of 30 days. To order the software and receive your license and registration keys, contact BillQuick Sales at or STEP3: Click on the Step 3 Icon Click on Launch User Management Console. The Product Licensing module will open. Page 7/16

8 Assign Web Suite Users and Client Settings: Check in the Web Suite column for each user who will be using Web suite. When you have finished, click Assign. Close out of the Product Licensing module. Note: Passwords and permissions associated with each user s ID are set in the Security screen in BillQuick *Important: Make sure that you have turned security on by logging on to Bill Quick 2007 as Supervisor, going to File Security and if necessary clicking the Security On check box and clicking on Save. You also need to give proper permissions to the assigned web interface users using BillQuick 2007 Security Screen. STEP4: Click on the Step 4 Icon Page 8/16

9 Defining other settings: Minimum Time Increment Value -- Enter the smallest time increment to which time entries should be rounded (i.e. a 15-minute increment is 0.25 hours). For more information on minimum time increments, please see BillQuick 2007 Help. First Day of the Week -- Select the first day of your business week from the drop-down list. Please see BillQuick 2007 Help for more details. Skip Time Entry Evaluation -- BillQuick automatically evaluates time entries against a project contract amount. To turn off this feature, check this option. Please see BillQuick 2007 Help for more details Approve Time Entries Automatically -- Automatically approve time entries as users enter them. Please see BillQuick 2007 Help for more details. Enable Project Control -- Check to enable the Project Control feature. Please see BillQuick 2007 Help for more details. Note: The above settings affect only the Web Suite Interface modules. They work independently of BillQuick 2007 settings. Page 9/16

10 When finished click on Update. STEP 5: Click on Step5 Icon Location of Web Folder -- Point to the location where you installed Web Suite The default location is the C:\Program Files\BillQuick Web Suite\Web Suite 2007 folder. Show Disclaimer on Logon Page Make sure this box is checked if you want to include a disclaimer message on the Login page for Web Suite After setting the above properties, please click the Update button to save your changes to the web.config file. Web Server - IIS Settings Setting the virtual directories under the web site: 1. By default the setup program automatically creates a Virtual Directory named BQWS2007. Page 10/16

11 If you accept the defaults, skip to Login to Websuite Alternatively, if you wish to place the Virtual Directory under another web site on your web server, continue to Step *You MUST create a virtual directory in your web folder that points to the BillQuick Web Suite component files. Typically, client component files are located in the C:\Program files\billquick Web Suite\Web Suite2007 folder. 3. In the IIS Manager (Start>Control Panel>Administrative Tools>Internet Information Services), right-click on your web site and select New Virtual Directory. 4. In the wizard type BQWS2007 as an alias for the virtual folder. Click Next. 5. Click Browse to navigate to the folder containing the Web Suite client component files. Typically, client component files are in the C:\Program files\billquick Web Suite\Web Suite 2007 folder. Click Next. 6. Page through the wizard, accepting the default settings on each panel. Login to WebSuite 2007 To open BillQuick Web Suite 2007, start Internet Explorer (or another supported browser), then type the URL for your web site, for example, where mydomain.com is your web site domain name. Alternatively, you may use the IP address of the server, for example, The Login screen displays. Please log in with a valid Web Suite User Name and Password. A successful login displays the BillQuick Web Suite 2007 menu. Page 11/16

12 Read and Write Permissions to ExportToPDF Folder: Web Suite gives the user at the client end capability to view reports in PDF format, MS Word format and MS Excel format. When user views reports in the above mentioned format, files gets temporarily saved on the server under the ReportExports Folder. 1. Important: ReportExports folder needs to have full sharing or proper permissions. Typically, you find ReportExports folder under C:\Program files\billquick Web Suite\Web Suite2007 folder. Operating System Windows XP Professional (SP1/SP2) Windows 2000 Professional Windows 2000 Server or Advanced Server Windows Server 2003 (SP1) Permissions Enable full sharing Enable full sharing Enable full permission to ASPNET Account Enable full permission to NETWORK SERVICE Account Page 12/16

13 Trouble Shooting: Troubleshooting Installation: When trying to install WebSuite 2007, you receive a popup with error: Internal error c:\windows\installer\xxxxx.ipi, This error message occurs because the user running the install doesn t have sufficient permission to access the folders needed by installer to install WebSuite. To correct the problem, please do the following steps: 1. Make sure you are logged into the server with a Local Administrator account. If you get this error, you may be logged in with a Domain Administrator account. 2. Ensure the path of the administrator s user variables in the system properties of the temp and tmp variables are as follows: TEMP:%USERPROFILE%\Local Settings\Temp TMP:%USERPROFILE%\Local Settings\Temp Troubleshooting ASP.NET and IIS: When user browses to the default page for Web Suite 2007, Page displays Server Error in /BQWS2007 Application: The error description is: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately. Parser Error Message is: Unrecognized attribute xmlns. Source error points to this line in web.config: configuration xmlns= You can correct this problem by taking the following steps: 1. Open the IIS Manager with Start>Control Panel>Administrative Tools>InterNet Information Services 2. In explorer panel on left, expand local computer, expand web sites, expand default web site. Right Click on BQWS2007>Properties. 3. On ASP.NET tab, click on down arrow in list box for ASP.NET version. Select 2.x.xxxxx. Click OK. When user browses to the default page for Web Suite 2007, Page displays Server Error in /BQWS2007 Application: Page 13/16

14 The error description is: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately. Parser Error Message is: Could not load file or Assembly Crystal Decisions.Web, Version= , Culture=neutral,PublicKeyToken=692fbea5521e1304 or one of its dependencies. The system cannot find the file specified. Source error points to this line in web.config: <httphandlers><add Verb= get path= CrystalImageHandler.aspx type= CrystalDecisions.Web You can correct this problem by taking the following steps: 1. On the Server or Workstation running IIS, uninstall WebSuite Reinstall WebSuite 2007, this time making sure to not cancel the install of Crystal Decisions that runs automatically after WebSuite has been installed. Ensure that Crystal Decisions is properly installed without any fatal errors occurring. When user browses to the default page for Web Suite 2007, Page displays only labels with no text area to enter User ID and Password: This problem is commonly found when running in a Windows SERVER 2003 environment. The reason is that ASP.NET components are not properly registered on your web server. You can correct this problem by running the command given below on your web server. Run it from the command line: x:\ Windows\microsoft.net\framework\v \aspnet_regiis.exe -i where x is the drive letter. Next make sure that you have enabled ASP NET extension on your IIS server. Below are the steps to enable ASP Net extension 1. In the left pane of the IIS Manager MMC, expand the node for the web server on which you want to enable ASP pages extensions and click Web Service Extensions. 2. In the right pane, you will see a list of web service extensions and the status (Prohibited or Allowed) for each. 3. You can right click on the Active Server pages extension name and select Allow to enable it individually. For Web Suite to work properly, make sure that the mapping between the file name extension (.aspx) and the program or interpreter that processes aspx files is set correctly. Page 14/16

15 Microsoft Internet Explorer For BillQuick Web Suite 2007 application to work properly on the remote user s computer, it is important that Internet Explorer be setup properly. Open Internet Explorer. Under the security settings list (Tools > Internet Options > Security > Internet >Custom Level and/or Tools >Internet Options>Security >Local Intranet >Custom Level), check that Active Scripting is enabled. Other default settings need not be changed. To activate your settings, close your browser and open it again. Note: Security settings for Local Internet (Intranet) should match the above listed settings if you plan to use Web Suite in an Intranet environment. How to configure ASPNET user account on SQL Server Please refer to Microsoft Knowledge Base article ASP.NET Application does Not Work with the Default ASPNET Account on a Win2000 Domain Controller server Please refer to Microsoft Knowledge Base article Login Errors: When the BillQuick database is on a remote server (i.e. it can be on a different box), and the user tries to log into Web Suite 2007, the following error message is returned You do not have permission to access this file or the file is opened exclusively by the user To eliminate this error, do the following: 1. On the web server and the file server, create a Domain User, for Example, User ID = BQE and Password = BQE. For security reasons, it is recommended to use a different password that is at least 8 characters long and uses numbers as a part of the password. 2. Assign this user full administrative privilege. Page 15/16

16 3. Make sure the user has full read/write permission to the folder where the database is located. To do so, right-click the folder and choose Security. 4. On the web server, run the IIS Management console and right-click on the BQWS2007" virtual folder. 5. Choose Properties. Click on Directory Security Tab. 6. Under Anonymous Access and Authentication Control, click the Edit button. Enter User Name = BQE and Password = BQE. (Use Browse button to get the Domain User Account BQE.) 7. Make sure that Anonymous Access is checked and Allow IIS to Control password is unchecked. Save the settings and close IIS. 8. On your Web Server locate the Web.config* file (default location: C:\Program Files\BillQuick Web Suite\Web Suite 2007). Make and Save the copy of Web.config*. 7. Open Web.config* in Notepad. Insert the following line <identity impersonate="true" username = "BQE" password = "BQE"/> After the following line: <authentication mode="windows" /> Note: If the user is the domain user, you need to modify the above line as: <identity impersonate="true" username = "Domain Name\BQE" password = "BQE"/> Where Domain Name is name of your domain server. Note: Make sure you type the above statement line as is. The above line is case sensitive. 10. Save Web.config* file. Note: * means those instructions that are critical for the successful configuration of BillQuick Web Suite Please visit our web site for Knowledge Base Articles and latest patches. Page 16/16