INSTALLATION GUIDE V2.1 (DRAFT)

Transcription

1 INSTALLATION GUIDE V2.1 (DRAFT)

2 Table of Contents Quick Install Sheet Guide (If you have installed AppTracker before)... 2 Assumptions... 2 SQL... 2 IIS... 2 Configuration... 2 Prerequisites... 3 Windows Server Windows Server Windows Creating the AppTracker Database... 5 Installing AppTracker... 6 AppTracker Post-Configuration... 7 Installing SQL Server Express... 8 Troubleshooting... 9 Appendix Screen Shots Windows 2008 R2 Roles & Features Windows 7 Features AppTracker Location and IIS Settings SQL Server Express Install Screenshots P a g e

3 Quick Install Sheet (If you have installed AppTracker before) Assumptions SQL Server 2008 is installed and configured IIS 7 is installed and configured for Silverlight.Net Framework 4 present SQL 1. Create a new database called AppTracker 2. Run the AppTracker Database creation script against the new AppTracker database 3. Take note of the new instance name e.g. HOSTPC\SQLSVR1 IIS 1. Create the directory C:\inetpub\wwwroot\AppTracker 2. Copy all the files from AppTracker install zip to this location. 3. In IIS convert the AppTracker folder to an application (via right menu) 4. Take note of the new AppTracker url. E.g. Configuration 1. Update the web.config on the root of the AppTracker folder. Find the references to the database location and change them to point to the AppTracker database with a user name and password. The two entries will look like the below. a. <add name="applicationservices" connectionstring="data Source=SERVERNAME\SQ LEXPRESS;Initial Catalog=AppTracker_Membership_CS;User ID=sa;Password=Passwo rd1" providername="system.data.sqlclient" /> b. <add name="mitatrack_connectionstring" connectionstring="data Source=SERVER NAME\SQLEXPRESS;Initial Catalog=AppTracker_Data_CS;Persist Security Info=True;U ser ID=sa;Password=Password1" providername="system.data.sqlclient" /> 2. Launch AppTracker, log in as Admin (default Password!) 3. Go to the Admin Tab -> Initial Setup a. Configure the Site Address b. Set the upload folder location 2 P a g e

4 Prerequisites Windows Server Install Silverlight from the Support Software folder a. This is required on every client that will access AppTracker b. File name: Silverlight_x64.exe 2. Install the following Roles and Features a. Feature -.NET Framework 4.5 Features\ASP.NET 4.5 b. Feature -.NET Framework 4.5 Features\WCF Services\HTTP Activation c. Role Service - Web Server (IIS)\Management Tools\IIS Management Console d. Role Service - Web Server (IIS)\Web Server\Application Development\ASP.NET 4.5 e. Role Service - Web Server (IIS)\Web Server\Common HTTP Features\Static Content f. Role Service - Web Server (IIS)\Web Server\Performance\Dynamic Content Compression 3. If there is no existing SQL Server instance available then install SQL Express from the Support Software folder. Windows Server Install Silverlight from the Support Software folder a. This is required on every client that will access AppTracker b. File name: Silverlight_x64.exe 2. Using the Initial Configuration Tasks panel, click Add Roles: a. Server Roles - Web Server (IIS) b. Role Service - Web Server (IIS)\Management Tools\IIS Management Console c. Role Service - Web Server (IIS)\Web Server\Application Development\ASP.NET d. Role Service - Web Server (IIS)\Web Server\Common HTTP Features\Static Content e. Role Service - Web Server (IIS)\Web Server\Performance\Dynamic Content Compression 3. Using the Initial Configuration Tasks panel, click Add Features: a. Feature -.NET Framework Features b. Feature -.NET Framework Features\WCF Activation\HTTP Activation 4. Install.Net if not already present, fully patched 2008 R2 should have this installed already. 5. Register.Net with IIS a. Open a cmd.exe window as an Administrator b. Change the directory to i. C:\Windows\Microsoft.NET\Framework64\v (64 bit) ii. C:\Windows\Microsoft.NET\Framework\v (32 bit) iii. Run the command aspnet_regiis.exe /I 6. If there is no existing SQL Server instance available then install SQL Express from the Support Software folder. 3 P a g e

5 Windows 7 1. Install Silverlight from the Support Software folder a. This is required on every client that will access AppTracker b. File name: Silverlight_x64.exe 2. Install the.net 4.5 framework from the Support Software folder 3. Turn on Windows Features required by AppTracker. This is accessed from the Control Panel\All Control Panel Items\Programs and Features: Turn Widows features on or off. a. Internet Information Services\Web Management Tools\IIS Management Console b. Internet Information Services\World Wide Web Services\Application Development Features\ASP.Net c. Internet Information Services\World Wide Web Services\Common HTTP Features\Static Content d. Microsoft.NET Framework 3.5.1\Windows Communication Foundation HTTP Activation 4. Register.Net with IIS a. Open a cmd.exe window as an Administrator b. Change the directory to i. C:\Windows\Microsoft.NET\Framework64\v (64 bit) ii. C:\Windows\Microsoft.NET\Framework\v (32 bit) iii. Run the command aspnet_regiis.exe /I 5. If there is no existing SQL Server instance available then install SQL Express from the Support Software folder. See the Installing SQL Server Express Chapter Note: The two most common mistakes of setting up AppTracker are not registering.net with IIS (Win7 / Server 2008) and not enabling the HTTP Activation feature. 4 P a g e

6 Creating the AppTracker Database 1. If you do not have an SQL Server AppTracker can run of SQL Express, see the section Installing SQL Express for more information. 2. Log into your SQL Server instance a. If you have created an SQL Express instance from the instructions provide in this document then your username will be sa and your password will be Password! 3. Create a new database called AppTracker. a. Expand the Databases Folder b. Right Click on the Databases Folder and select New Database c. Enter AppTracker, leave everything else at default and click OK Note: It s important that your database be called AppTracker as the SQL Script in the next steps expects a database called AppTracker to be present. It s possible to call the database another name but remember to do a find & replace on the script 4. There are two SQL scripts provided with this installation. a. Create_Default_AppTracker_Database.sql i. This is an empty project with a default template applied, i.e. Processes / Discovery Forms / UAT Forms etc. b. Create_Demo_AppTracker_Database.sql i. This has the default template from above but it also has 100 Applications, 250 Users, dummy accounts and 6 months of project history 5. From SQL Management Studio a. File -> Open -> File : Select the script you are to run b. From the Tool Bar select Execute (the red!) 5 P a g e

7 Installing AppTracker 1. Create a folder called AppTracker in the IIS wwwroot folder. a. i.e. C:\inetpub\wwwroot\AppTracker 2. Extract the files from the AppTracker_Install.zip into a temporary folder a. Copy all the files from the temp folder in the AppTracker IIS folder above 3. Create a folder to hold files uploaded to AppTracker a. E.g. C:\AppTracker\Uploads 4. Give the IIS_IUSER account Modify rights to the AppTracker IIS folder and the Uploads folder 5. Edit the web.config file in the AppTracker folder to point at the SQL Server instance a. The web.config folder is located in the root of AppTracker. i.e. C:\inetpub\wwwroot\AppTracker b. Edit the file in note pad c. Find the ConnectionStrings section and set: d. Initial Catalog = AppTracker (name of the database you created) e. Data Source = [ServerName] (name of the SQL Instance to connect to) f. User ID = sa (SQL User account to use, if you create another account make sure it s a dbowner) g. Password = Password! (or whatever password you setup in SQL) EXAMPLE: <connectionstrings> <clear /> <add connectionstring=" Initial Catalog=AppTracker; Data Source=WINSERVER01; User ID=sa; Password=Password!" providername="system.data.sqlclient" name="mitatrack_connectionstring" /> <add connectionstring=" Initial Catalog=AppTracker; Data Source= WINSERVER01; User ID=sa; Password=Password!" providername="system.data.sqlclient" name="applicationservices" /> </connectionstrings> 6. Open Internet Information Services (IIS) Manager a. Expand the tree on the left out to show the AppTracker site under the Default Web Site b. Right Click on the AppTracker folder and select Convert to Application c. Confirm that AppTracker is Application Pool is the Default Application Pool and that the Default Application Pool is running.net P a g e

8 AppTracker Post-Configuration 1. Open AppTracker in a browser, the URL should be 2. Login to AppTracker a. User: Admin b. Pass: Password! 3. Go To: Admin -> Initial Setup -> Settings a. Site Address: i. Do not use localhost here, this is the address as the outside world would see it b. Upload Folder: C:\AppTracker\Uploads i. This can also be a UNC path ii. IIS_IUSER account needs right access to this location c. Enter Server Details if known d. Save e. Refresh your Browser for the changes to take effect. 4. Go To: Admin -> Manage Users a. Create the User accounts required for this install 7 P a g e

9 Installing SQL Server Express These install instructions where created with SQL Server Express 2008 R2 x86, however these instructions should be valid for all copies of SQL Server. 1. Run the SQL Server Express R2 Sp2.exe as an administrator 2. Select Installation on the left. a. On the right, Select New Installation or add features to an existing installation. 3. Accept the license agreement 4. Click through allowing SQL Server to install the support files if necessary 5. Feature Selection a. Database Engine Services b. Management Tools Basic 6. Instance Configuration a. Default Instance b. Take note of the Instance ID (this is important, we ll need it later) 7. Server Configuration a. User the same account for SQL Server services b. Use: NT AUTHORITY\NETWORK SERVICE 8. Database Engine Configuration a. Authentication Mode: Mixed Mode b. Password: Password! (or anything you prefer) c. Also add the current User 9. Error Reporting a. Next 10. Installation will complete Once SQL Server has installed it will add a shortcut called Microsoft SQL Server R2\SQL Server Management Studio. Click this shortcut and confirm that you can log into SQL Server. Server type: Database Engine Server name: [ComputerName] or (local) Authentication: SQL Server Authentication Login: sa Password: Password! (From step 8.b.) 8 P a g e

10 Troubleshooting 1. When opening AppTracker you get a Silverlight error 2103 a. Check the windows feature Web Server\Common HTTP Features\Static Content has been installed 2. Server Error in '/' Application. a. Configuration Error b. <authentication mode="forms"> c. Fix: Check in IIS that you have converted AppTracker to an Application 3. Server Error in '/' Application. a. Configuration Error b. <compilation targetframework="4.0"> c. Fix: Reregister the.net Framework with IIS, see step 2 of the Prerequisites section for more information. 4. Error: A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: SQL Network Interfaces, error: 26 - Error Locating Server/Instance Specified) a. Fix: The connection string in the web.config is not set correctly, see the section Installing AppTracker point 4 for more information. 9 P a g e

11 Appendix Screen Shots Windows Server 2012 Roles & Features Windows 2008 R2 Roles & Features 10 P a g e

12 Windows 7 Features 11 P a g e

13 AppTracker Location and IIS Settings 12 P a g e

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15 SQL Server Express Install Screenshots 14 P a g e

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