Advantage for Windows Copyright 2012 by The Advantage Software Company, Inc. All rights reserved. Client Portal blue Installation Guide v1.

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1 Advantage for Windows Copyright 2012 by The Advantage Software Company, Inc. All rights reserved Client Portal blue Installation Guide v1.1

2 Overview This document will walk you through the process of installing Client Portal blue. Requirements SQL Server 2005 sp 4+, 2008 sp 2+, 2008 R2 sp 1+ Advantage blue Windows Server 64-bit 2008, 2008 R2 Microsoft.Net Framework 4.0 Microsoft IIS v7.0+ TCP/IP Port 80 access to Webvantage IIS Server TCP/IP Port 443 for HTTPS SSL access Important Notes Must be Read Please read the ENTIRE document before starting the Client Portal blue installation. Review the latest blue Hardware Requirements to ensure system compliance. The latest blue Hardware Requirements will be available on the FTP site and can be provided by Advantage Technical Support. The blue release files are password protected. Contact our technical support department at or to obtain the password. All users must stay out of Advantage and Webvantage during the upgrade process. The Windows ASP.Net State Service can be used. This service will need to be started and set to Automatic startup. Windows Server 2000 and 2003 are not supported. SQL Server 2000 is not supported It is strongly recommended that users clear their browser cache to avoid any issues caused by cached pages. Client Portal blue Installation Instructions 2

3 Client Internet Browsers Supported The following client Internet browsers are supported by Webvantage blue. Browser version support varies check with Advantage Software for current versions supported. Browser HTML 5 and cookie support required Microsoft Internet Explorer v9+ 2 Firefox v9+ Chrome v15+ Safari v5.1+ Client Portal blue Installation Instructions 3

4 Download Webvantage blue File Note: Webvantage and Client Portal utilize the same base file. Skip this section if Webvantage has already been downloaded. 1. Download the Webvantage blue file from the FTP site. a. Start your FTP Client. i. Filezilla is recommended, ii. Internet Explorer 7.x no longer supports FTP, please use Windows Explorer. 1. Type in into the location/address field of Windows Explorer. b. Connect to Advantage FTP site. c. Go to the Support directory. d. Go to the Releases directory. e. Go to the Current Release directory. f. Go to the Webvantage directory. g. Click on Webvantage blue v3_50_08.exe and save the file to the local computer. i. Filename can vary based on version revisions. Backup Advantage Database Files Note: Documentation on how to detach and attach SQL Server databases can be found on the FTP site in the Support/Documentation/Technical/SQL Server Documentation. The file name is SQL Server Database Detach and Attach.pdf. 1. Make sure all users are out of SQL Server and the Advantage software. 2. Go to the SQL Server. 3. Detach the Advantage database(s). 4. Make a copy of your Advantage database(s). a. Go to Windows Explorer. b. Create a temporary directory(s) on your hard drive. c. Go to the database data folder find the.mdf and.ldf files and copy them to the temporary directory. 5. Attach the Advantage database(s). Client Portal blue Installation Instructions 4

5 Extract Webvantage blue Files Note: This must be done from the IIS Web Server. Note: Webvantage and Client Portal utilize the same base file. Skip this section if Webvantage has already been extracted and the installation directory is available. 1. Go to Windows Explorer. 2. Go to the directory in which the Webvantage blue v6_50_04.exe was downloaded to. 3. Locate the Webvantage blue v6_50_04.exe file. 4. Double-click the Webvantage blue v6_50_04.exe file. 5. The WinRAR self-extracting archive dialog box will appear. 6. Change the extraction folder if required. Client Portal blue Installation Instructions 5

6 Execute the Configurator 1. Go to Windows Explorer. 2. Go to your Webvantage Install directory. 3. Locate the Configurator.exe file. 4. Double click the Configurator.exe file to execute it. 5. The Webvantage blue Configurator will launch. 6. Click on the Next button. 7. Select the Client Portal radio button. 8. Click on the Next button. 9. The Webvantage Configurator IIS Tab will open. Client Portal blue Installation Instructions 6

7 Webvantage Configurator IIS Tab 1. Type the IIS IP Address or Server Name in to the IIS Server IP Address or Server Name field. 2. Click on the Load Web Sites button. 3. Click on the IIS Web Site down drop list box arrow. 4. A list of the configured IIS Web Sites will appear. 5. Select the IIS Web Site that you wish to install Client Portal off of. Client Portal blue Installation Instructions 7

8 6. Verify that the information in the Client Portal Virtual Directory section is correct; the default values will work for most configurations. Note: Webvantage and Client Portal are not supported if installed into the root web site directory, the virtual directory cannot be blank. 7. Type in the IIS Time out value, in minutes, this would normally be set to the desired timeout value of Client Portal plus one minute. 8. Click on the Setup button. 9. If a Client Portal installation already exists in the installation directory specified a Directory Exists confirmation message box will appear. 10. Click on the Yes button. 11. The Configurator will now: a. Stop the IIS Service. b. Delete existing Client Portal installation, if present. c. Create the Client Portal virtual directory. d. Copy the Client Portal files into the installation directory. e. Set the IIS web timeout. f. Set the rights to the TEMP directory. i. If the Configurator cannot set the TEMP directory permissions automatically the message box Could not set directory permissions will display. If this occurs you will need to manually set the TEMP directory permissions. g. While the Configurator performs the steps above the progress bar will be updated. 12. After the Configurator is done the Progress will show the status as Complete. Client Portal blue Installation Instructions 8

9 13. If Client Portal was previously installed on the server click on the Delete Temp Files button. 14. Once the temporary.net files have been deleted the Temporary folders and files deleted message box will appear. 15. Click on the OK button. 16. Click on the Set machine.config button if it is available. a. Webvantage and Client Portal blue requires custom settings which require a change to the machine.config file. If the file settings are already in place the button will not be available. 17. If any errors occur please get a screen shot of the error message and call Technical Support at (877) Client Portal blue Installation Instructions 9

10 Webvantage Configurator Application Tab 1. Click on the Application tab. 2. The Webvantage Configurator Application page will appear. 3. Click on the Browse button. 4. Browse to the Client Portal Virtual Directory from the last section. 5. Locate the Web.Config file. 6. Select the Web.Config file. Client Portal blue Installation Instructions 10

11 7. Click on the Open button. 8. The Web.Config file path and file name will populate the Location of the Webvantage web.config file field. 9. Configure the General Application Settings section. a. Default user ID to always use upper case should be checked if user names should always be forced to upper case at the Client Portal Login screen. b. Allow Admin to be controller from SQL Server not used in Client Portal at this time. c. Time out (minutes) controls how long before Client Portal will time out a user due to inactivity. When the user times out the user will be brought to the login screen the next time they attempt to perform a function on the web page. d. Custom Errors Mode controls how errors are displayed. Off Raw error messages displayed to users, Remote Raw error messages only shown from server itself, users will not be shown error, On Raw errors will not be shown. 10. To enable Client Portal application event logging click on the Create Event Log button if it is available. 11. Alert Refresh Rate is currently no utilized and can be left at the default. 12. Click on the Change Settings button. Client Portal blue Installation Instructions 11

12 13. The Configurator application will now configure the Web.Config file according to the settings specified on the Application Tab. 14. After the settings have been saved the Settings saved to web.config message box will appear. 15. If any errors occur please get a screen shot of the error message and call Technical Support at (877) Client Portal blue Installation Instructions 12

13 Webvantage Configurator Registry Tab Note: This tab is used by the Client Portal and will not function if not properly configured. 1. All information previously saved to the registry will be recalled and displayed in the tab. Client Portal blue Installation Instructions 13

14 2. To add a new SQL Server and database: a. Enter the SQL Server name in the Server field. b. Enter the database name in the Database field. c. Click on the Add button. d. The SQL Server and database will be added to the tree view on the left. 3. To add a database to an existing SQL Server: a. Select the existing SQL Server listed in the tree view on the left.] b. The SQL Server name will appear in the Server field. c. Enter the database name in the Database field. d. Click on the Add button. e. The database will now be added under the SQL Server in the tree view. 4. To delete a SQL Server and all databases associated with the server: a. Select the existing SQL Server listed in the tree view on the left. b. Click on the Delete button. 5. To delete a database associated with a server: a. Select the existing database listed in the tree view on the left. b. Click on the Delete button. Client Portal blue Installation Instructions 14

15 6. If Windows NT Authentication is used a SQL Server authenticated user must be specified for Webvantage to clear the license of a user who times out. To specify the SQL Server authenticated user for a specific database: a. Select the existing database listed in the tree view on the left. b. The Admin Username and Admin Password fields will now be available. c. Enter the SQL Server authenticated users name in the Admin Username field. d. Enter the SQL Server authenticated users password in the Admin Password field. e. Click on the Save button. 7. If Client Portal will be used for a specific database a SQL Server authenticated user must be specified for the Client Portal to use to connect to the Advantage database. To specify the SQL Server authenticated user for a specific database: a. Select the existing database listed in the tree view on the left. b. The Client Portal Username and Client Portal Password fields will now be available. c. Enter the SQL Server authenticated users name in the Client Portal Username field. d. Enter the SQL Server authenticated users password in the Client Portal Password field. e. Click on the Save button. Client Portal blue Installation Instructions 15

16 Webvantage Configurator Database Tab Note: There are no scripts to run for the Advantage blue at this time. Client Portal blue Installation Instructions 16

17 Webvantage Configurator Web Services 1. Note: This tab is not utilized by the Client Portal at this time. Client Portal blue Installation Instructions 17

18 Webvantage Configurator SMTP Tab Note: Webvantage and Client Portal utilize the same SMTP component. Skip this section if the SMTP Component has already been installed for Webvantage. 1. Click on the SMTP tab. 2. The Webvantage Configurator SMTP page will appear. 3. Click on the Install SMTP Component button. 4. The Webvantage Configurator will attempt to copy and register the SMTP components. a. After the Webvantage SMTP component is registered a RegSvr32 message box will appear showing the registration results. b. Click on the OK button. Client Portal blue Installation Instructions 18

19 c. 64-Bit Servers may have multiple confirmation dialog boxes appear. d. If the Webvantage SMTP components have already been installed a message box will appear. 5. Click on the X in the upper right hand corner of the Configurator to close it. Client Portal blue Installation Instructions 19

20 Setup Client Portal Temp and Cache Directory Rights Note: The Client Portal Temp directory is used to temporarily store files for system use, such as creating a PDF file to be sent as an attachment. The Client Portal Cache Directory directory is used by Client Portal to keep track of Client Portal sessions. If the Client Portal application does not have rights to this directory Client Portal user sessions may be ended prematurely. 1. Launch Windows Explorer. 2. Go to the Client Portal install directory. a. Default location is C:\Inetpub\wwwroot\clientportal 3. Locate the Temp directory. 4. Right click and select Properties on the Temp directory. 5. Click on the Security tab. 6. Locate the IIS_IUSRS user and confirm that the user has the following rights; modify, read & execute, list folder contents, read, write. a. If the user does not have the appropriate rights click on the Edit button and adjust the user rights accordingly. b. Some installations may require different / additional users to have rights to the directory such as; IUSR and Network Service. 7. Click Ok. 8. Go to the Webvantage install directory. a. Default location is C:\Inetpub\wwwroot\clientportal 9. Locate the Cache Directory directory. 10. Right click and select Properties on the Cache Directory directory. 11. Click on the Security tab. 12. Locate the IIS_IUSRS user and confirm that the user has the following rights; modify, read & execute, list folder contents, read, write. a. If the user does not have the appropriate rights click on the Edit button and adjust the user rights accordingly. b. Some installations may require different / additional users to have rights to the directory such as; IUSR and Network Service. 13. Click Ok. Client Portal blue Installation Instructions 20

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