Sage HRMS 2012 Sage Employee Self Service. Technical Installation Guide for Windows Server 2003 and Windows Server 2008

Transcription

1 Sage HRMS 2012 Sage Employee Self Service Technical Installation Guide for Windows Server 2003 and Windows Server 2008

2 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Business Objects, the Business Objects logo, and Crystal Reports are registered trademarks of SAP France in the United States and in other countries. NetLib is a registered trademark of Communication Horizons. OrgPlus is a trademark of HumanConcepts, LLC. TextBridge is a registered trademark of ScanSoft, Inc. Microsoft, Outlook, Windows, Windows NT, Windows Server, the.net logo, Windows Vista and the Windows logo are trademarks or registered trademarks of Microsoft Corporation in the United States and /or other countries. The names of all other products and services are the property of their respective holders. Sage has made every effort to ensure this documentation is correct and accurate but reserves the right to make changes without notice at its sole discretion. Use, duplication, modification, or transfer of the product described in this publication, except as expressly permitted by the Sage License Agreement is strictly prohibited. Individuals who make any unauthorized use of this product may be subject to civil and criminal penalties. For additional assistance on this and other Sage products and services, visit our Web site at:

3 Table of Contents Overview... 1 Hardware and Software Requirements... 1 Configure IIS on Windows 2003 Server... 3 To Configure IIS... 3 Configure the Mail Server... 9 To Configure the Mail Server... 9 Setting up SMTP within IIS Modifying Relay Permissions in IIS Windows Server 2008 Configuration Application Role and Web Services Role Mail Feature Technical Installation Guide for Windows 2003 Server i

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5 Overview This document gives instructions for installing Internet Information Services (IIS) for Windows 2003 (including ASP.NET), and SMTP. It also provides instructions for Installing IIS on Windows 2008 Server. During installation, the following assumptions apply. You have already installed Windows 2003 Server Standard Edition or Windows Server 2008 and, created an administrative account and can work out of that account. You have added the server to your domain or workgroup depending on what your organization requires. You have the appropriate CDs necessary for installing software during this installation, including: Microsoft Windows Server 2003, Standard Edition Microsoft Windows Server 2008 Files in your server s I386 directory may be required. If you have space on your boot device, you may want to copy the I386 folder from the CD to your hard disk. Hardware and Software Requirements Please refer to the Employee Self Service Installation and Setup Guide for the software, service packs, and fixes that need to be applied to the target server in order to install Abra Suite and Employee Self Service or Sage HRMS and Employee Self Service. Technical Installation Guide for Windows Server 2003 and

6 Hardware and Software Requirements 2 Employee Self Service

7 Configure IIS on Windows 2003 Server Windows 2003 Server uses the concept of roles. Roles are server functions that your server performs for you after they have been configured. To Configure IIS 1. From the Start Menu, select All Programs > Administrative Tools > Manage Your Server and select Add or remove a role. Technical Installation Guide for Windows Server 2003 and

8 To Configure IIS 2. Make sure you have completed the tasks on the Preliminary Steps page. Click Next. 3. On the Server Role page, select Application server (IIS, ASP.NET) since the Internet Information Server is the first role you will set up. Click Next. 4 Employee Self Service

9 To Configure IIS 4. On the Application Server Options page, select only Enable ASP.NET as this is the only tool needed for Internet Information Services. Click Next. 5. The Summary page lists the ASP.NET framework components the server installs for Internet Information Services 6.0. Click Next. Technical Installation Guide for Windows Server

10 To Configure IIS 6. The role is applied to your server. 7. If the Files Needed page displays, provide the file location on your CD (or your hard drive if you copied the I386 folder to your drive) so the installer can find the appropriate file. Click OK. 6 Employee Self Service

11 To Configure IIS 8. Setup starts configuring components. 9. When setup is complete, the following page displays. Click Finish. The Application Server role has now been added and configured for your server. Technical Installation Guide for Windows Server

12 To Configure IIS Next Steps: If you do not plan to use the outbound feature in Employee Self Service, refer to the Employee Self Service Installation and Setup Guide for additional instructions. If you plan to use the outbound feature in Employee Self Service for notifications, go to the next section, Configure the Mail Server. Note that you can configure your mail server at any time before or after installing Employee Self Service. 8 Employee Self Service

13 Configure the Mail Server The next server role that needs to be added is the Mail Server (SMTP, POP3) role. To Configure the Mail Server 1. From the Start Menu, select All Programs > Administrative Tools > Manage Your Server and select Add or remove a role. Technical Installation Guide for Windows Server 2003 and

14 To Configure the Mail Server 2. Make sure you have completed the tasks on the Preliminary Steps page. Click Next. 3. On the Server Role page, select Mail server (POP3, SMTP). Click Next. 4. Proceed with configuring the Mail Server. Note: Proper SMTP configuration may require knowledge about networking, protocols, authentication methods, firewalls, and configuration of the specific receiving mail servers. At this point, we recommend you consult with your IT department or your ISP for the correct settings you need to use for your company s specific messaging requirements. 10 Employee Self Service

15 Setting up SMTP within IIS For assistance on configuring the SMTP service for Windows 2003 server, please refer to the Microsoft Knowledge Base article HOW TO: Set Up and Configure an SMTP Virtual Server in Windows 2003 ( You can also use SMTP online help for Windows This is located at: file:\\%systemroot%\help\mail.chm on the machine where SMTP is installed. Next Steps: If you plan to use SQL Server 2005 for the Employee Self Service database, go to the appropriate Install SQL Server sections. If you plan to use SQL Server 2005 Express Edition for the Employee Self Service database, you can stop here. The Employee Self Service installation process enables automatic installation of the latest version of SQL Server 2005 Express Edition and its associated components. Refer to the Employee Self Service Installation and Setup Guide for detailed instructions. Setting up SMTP within IIS Below are some troubleshooting tips to determine why s are not delivered with ESS. 1. Check that there are no firewalls or other hardware and software that is installed, that could be blocking the ports that are needed for mail delivery. Port 25 should be made available for delivery when using ESS. 2. Go to the root of the C drive on the web server where ESS is installed and locate the Inetpub directory. a. Expand the folder and browse to find the Queue folder. If there are s collecting there, they are not being delivered, and you must check relay permissions in Properties for the Default SMTP Virtual Server. b. Right-click the Default SMTP Virtual Server in the IIS console. c. Select Properties, select the Access tab, and then click the Relay button. 3. Ensure that there is a path directed to the Exchange Server so that mail can be delivered. Test this by: a. Copy one of the queued messages and paste it in the Pickup folder. b. If it returns to the Queue folder, a Smart Host is not assigned in the Default SMTP Virtual Server properties. The Smart Host will be the name of the server that is used as the Exchange server and/or Mail server. Technical Installation Guide for Windows Server

16 Modifying Relay Permissions in IIS c. To locate this setting right-click on the Default SMTP Virtual Server in the IIS console, and select Properties. d. Select the Delivery tab and click on the Advanced tab. e. Enter the name of the correct server in the Smart Host field. 4. When using Microsoft Exchange for Mail, a connector is needed to accept the from the Default SMTP virtual server. Microsoft s website contains instructions for creating the connector for SMTP. a. Access Microsoft s support site: b. Enter Article ID c. Follow the defaults within the solution to correctly create a SMTP connector for use with your ESS server for mail delivery. 5. From the IIS console manager, right-click on the Default SMTP Virtual Server and stop the process. 6. Restart the Default SMTP Virtual Server and the messages should be delivered. Modifying Relay Permissions in IIS The following steps enable you to modify the relay permissions in IIS for the Virtual SMTP server to allow the service to run properly with ESS. 1. Select Start > Run, enter MMC, and click OK. The Microsoft Management Console (MMC) appears. 2. Add the Internet Information Services from the File menu. 3. Expand IIS and select the computer on which ESS is installed. 4. Expand the computer tree and right-click Default SMTP Virtual Server and select Properties. 5. Select Access tab and click the Relay button. The Relay Restriction box is displayed. 6. Select the All but the list below button (by default, it is set not to allow the relay of ). 7. Right-click the Default Virtual SMTP server and stop the service. 8. Restart the service. 9. Enter the SMTP server name on the ESS System Maintenance page and click Save. 12 Employee Self Service

17 Application Role and Web Services Role Windows Server 2008 Configuration Application Role and Web Services Role 1. Log in to Windows 2008 Server using your Administrator credentials. 2. Select Start > Administrator Tools > Server Manager. The Server Manager Page displays. 3. Select Roles (from the Server Manager Tree) > Add Roles to access the Add Roles Wizard. 4. The Before You Begin page appears, click Next. 5. In the Select Server Roles page, select the Application Server. 6. In the Select Server Roles page, click the Add Required Features button. You are returned to the Select Server Roles Page. Employee Self Service 13

18 Application Role and Web Services Role 7. In the Select Server Roles Page, select Web Server (IIS) and click Next. You are returned to the Select Server Roles page. 8. Select Application Server > Role Services then select Web Server (IIS) Support. The following page displays. 9. Click Add Required Role Services button. You are returned to the Select Role Services page. 10. Select Web Server (IIS) > Role Services. 14 Employee Self Service

19 Mail Feature 11. Select the IIS 6 WMI Compatibility check box and click Next. The Confirm Installation Selections page displays. 12. Click Install. After the installation is complete, click Close. Mail Feature 1. Log in to Windows Server 2008 with the server roles that you installed (in the previous section). 2. Select Start > Administrator Tools > Server Manager. The Server Manager page displays. 3. Select Features (from the Server Manager Tree) > Add Features. The wizard starts and the Select Features page displays. 4. Select the SMTP Server check box. The Add Features Wizard page displays. 5. Click Add Required Role Services button. You are returned to the Select Features page. 6. Click Next. The Web Server (IIS) page displays. 7. Click Next. The Select Role Services page displays (this page is accessed by selecting Web Server (IIS) > Role Services). Note: The installer will accept the items that are checked by default in the Add Features wizard. 8. Click Next. The Confirm Installation Selections page displays. Technical Installation Guide for Windows Server

20 Mail Feature 9. Click Install. After the installation is complete, click Close to close the wizard. 10. Restart your server. 16 Employee Self Service