intertrax Suite resource MGR Web

Transcription

1 intertrax Suite resource MGR Web Resource Management Installation Guide Version Copyright by Salamander Technologies, Inc. Protected by US Patents 5,573,278; 5,596,652; 5,793,882; 6,761,312; 7,191,934

2 Contents 1 Introduction Application Architecture System Requirements Server Administrator Workstation Client (Print Station) Client Single Server - Default Install (SQL Server 2008 R2 Express) Add Server Role Web Server (IIS) Enable Windows Feature - Windows PowerShell Configure Windows Firewall Install resourcemgr Web Software Install SQL Server Management Studio Enable SQL Server TCP/IP Connection Add resourcemgr Administrator User to SQL Server Permissions License Application Single or Dual Server SQL Server 2008 Standard (or above) Configure Windows Firewall (Database Server) Enable SQL Server TCP/IP Connection (Database Server) Add Server Role Web Server IIS (Application Server) Install Windows Installer 4.5 (Application Server) Install.NET Framework 4.0 (Application Server) Install Report Viewer (Application Server) Install resourcemgr Web (Application Server) Local SQL Server with No Name {Default Instance} Syntax Local SQL Server with Defined Instance Name Syntax Remote SQL Server with No Name {Default Instance} Syntax Remote SQL Server with Defined Instance Name Syntax Add resourcemgr Administrator User to SQL Server Permissions (Database Server) 15 2

3 5.9 License Application Website Administrator Install Test Connectivity SQL Server 2008 R2 Express SQL Server 2008 Standard or above Successful Database Connectivity Database Connection Failure Install Client Components Install Windows Installer Install.NET Framework Install Report Viewer Install resourcemgr License Application Basic Setup Client (Print Station) Install Install printcontrol Add to Trusted Sites and Enable Active X Control License printcontrol

4 resourcemgr Web Installation Guide 1 Introduction resourcemgr Web is a complimentary product to resourcemgr. The add-on web application allows clients to connect over the internet to contribute responder, equipment, or assignment data. The website offers a full line of features including: resource reports, searching, filtering and printing. Security for the website is based upon database level permissions. Website administrators have control over the content and behavior of the website through resourcemgr (full client) security settings and website security settings. This article covers the application architecture, system requirements, and application installation. All installation instructions are based Windows Server 2008 and/or 2008 R2 operating system. The exact steps may vary slightly depending on operating system. 2 Application Architecture resourcemgr & resourcemgr web share the same database Client resourcemgr Web Client Add/ Edit responder, equipment, or assignment data Run resource reports Search, filter, and sort Print credentials (client install required for printing) INTERNET Client Database Server Resource database resourcemgr Web Client Website Administrator Workstation resourcemgr Full Client Qualification management Centralized Printing 4

5 3 System Requirements resourcemgr Web has several hardware/software components that need to be considered before install: the server, the administrator workstation, the printing web clients, and the data entry web clients. Identify the hardware used for each component and compare against the minimum system requirements below. 3.1 Server The server can be a physical machine or a virtual machine. If installing to a single server environment, the server operating system must be Windows Server 2008 SP2 or above. Item Server Type Recommended Requirement Operating System Application Server Windows Server 2008 SP2 Windows Server 2008 R2 SP1 Database Server Windows Server 2008 R2 SP1 Windows Server 2008 SP2 Windows Server 2003 SP2 Windows Server 2003 R2 SP2 Free Disk Space 16 GB Processor Type AMD Opteron AMD Athlon 64 Intel Xeon with Intel EM64T support Intel Pentium IV with EM64T Support Processor Speed 2.0 GHz or faster Memory 4 GB or more IIS Application Server 7.0, 7.5 Windows Installer 4.5.NET Framework Application Server 4.0 Database Server 3.5 SP1 Firewall Port Database Server Inbound TCP Port 1433 Network Software Database Server TCP/IP enabled Database Software Database Server SQL Server 2008 R2 Express (10 GB limit) with advanced services (or above) 3.2 Administrator Workstation Item Operating System Free Disk Space Processor Type Processor Speed Recommended Requirement Windows XP Professional SP3, Windows 7 32-bit or 64-bit (Home Premium and above) 8 GB PIII Compatible 2.0 GHz or faster 5

6 Memory 2 GB or more Graphic Memory 128 MB Video Card DirectX 9.0 or better Screen Resolution 1024 x 768 or higher Windows Installer 4.5.NET Framework 4.0 Network Must have network connectivity and permission to access SQL Server on the Database Server 3.3 Client (Print Station) Item Recommended Requirement Browser Internet Explorer 7, 8, 9 (32-bit browser) Active X Controls Enabled Windows Installer 4.5.NET Framework Client Item Browser Recommended Requirement Internet Explorer 7, 8, 9 (32-bit browser) 6

7 4 Single Server - Default Install (SQL Server 2008 R2 Express) The following instructions assume the resourcemgr Web application will be installed on a single server environment utilizing Microsoft SQL Server 2008 R2 Express. All components require administrator permission to install. 4.1 Add Server Role Web Server (IIS) 1. Open the Add Roles Wizard by browsing to the Start Menu > Control Panel > Programs > Programs and Features > Turn Windows features on or off link. 2. From the Server Manager dialog select Roles and click Add Roles. 3. From the Roles list place a check next to Web Server (IIS) 4. Follow the wizard prompts until reaching the Role Services selection list. 5. Place a check next to the following features in the Role Services list. Note: The Role Services wizard will prompt you to install additional supporting services as the required services below are checked; allow the supporting installs. a. Common HTTP Features i. Static Content ii. Default Document iii. Directory Browsing iv. HTTP Errors b. Application Development i. ASP.NET ii..net Extensibility iii. ISAPI Extensions iv. ISAPI Filters c. Health and Diagnostics i. HTTP Logging ii. Request Monitor d. Security i. Basic Authentication ii. Windows Authentication iii. Request Filtering e. Performance i. Static Content Compression f. Management Tools i. IIS Management Console ii. IIS 6 Metabase Compatibility iii. IIS 6 WMI Compatibility iv. IIS 6 Scripting Tools 7

8 6. Finish the wizard and press Install 4.2 Enable Windows Feature - Windows PowerShell 1. Open the Add Features Wizard by browsing to the Start Menu > Control Panel > Programs > Programs and Features > Turn Windows features on or off link. 2. From the Server Manager dialog select Features and click Add Features. 3. From the Feature list place a check next to Windows PowerShell 4. Follow the wizard prompts to install the feature. 4.3 Configure Windows Firewall The firewall should allow INBOUND connections on port Open the Control Panel > System and Security > Windows Firewall 2. On the left panel select the link Advanced Settings 3. Click Inbound Rules on the left panel 4. Click New Rule on the right panel 5. On the Rule Type dialog select Port radio button and click Next > 6. On the Protocol and Ports dialog select TCP. Type 1433 into the Specific Local Port: text box and click Next > 7. On the Action dialog leave the default selection Allow the connection 8. On the Profiles dialog leave all profiles selected unless IT recommends otherwise and click Next > 9. On the Name dialog type in the name SQL TCP IP Connection then click Finish. 4.4 Install resourcemgr Web Software The installer includes the web application plus all supporting installations, including SQL Server 2008 R2 Express. 2. Allow autorun to display the splash screen, or Browse the DVD using File Explorer. Navigate to the [DVD Drive]: and double-click index.htm file. Under the identification heading click the icon to install resourcemgr Web. 3. Follow the wizard prompts to complete the install. The installation may require a reboot. 8

9 4.5 Install SQL Server Management Studio 2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\SQLExpress2008R2\ and double-click the SQLEXPRWT_x86 or x64 install file appropriate for your server. 3. From the SQL Server Installation Center dialog select Installation > New installation or add features to an existing installation. 4. From the Installation Type dialog select the radio button to Add features to an existing instance of SQL Server 2008 R2 and press Next. 5. From the Feature Selection dialog place a check next to Management Tools Basic and press Next. 6. Follow the wizard prompts to complete the install. 4.6 Enable SQL Server TCP/IP Connection 1. On the server open the Start menu and choose Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager 2. Expand SQL Server Network Configuration 3. Expand Protocols for [Server Instance Name] 4. Right-Click TCP/IP and choose enable 5. Expand SQL Server Services 6. Right-Click SQL Server Browser and choose Start. Note: SQL Browsing allows the administrator client machine to find the database across the network. Enabling the SQL Browser is considered less secure. 4.7 Add resourcemgr Administrator User to SQL Server Permissions The resourcemgr Web administrator will manage the website using the full client resourcemgr application. The resourcemgr full client application is installed on a user workstation and attaches to the server database through a network connection. To support this remote connection, the website administrator s domain user account must be given permission to the SQL Server. 1. From the Start menu select Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio. 2. Expand Security within the Object Explorer left panel. 9

10 3. Right-Click Logins and choose New Login. 4. On the Login New dialog click the Search button to find the website administrator s domain account. Note: a group, rather than an individual user, may be given permission to the database allowing the website administrator role to switch between a variety of personnel. 5. On the Select User or Group dialog ensure the Location is set to Entire Directory. 6. Type the domain user or group name into the object text area and then press Check Names. 7. Press OK to accept the name and OK again to save the Login. 8. Collapse Security within the Object Explorer panel and expand Databases > Resource > Security. 9. Right-Click Users and select New User. 10. Press the [ ] button next to the Login text area. Find the login created in step Type, or copy & paste a name into the User name field. 12. Select db_datareader and db_datawriter permissions under the Database role membership. 13. Press OK when finished to create the database user. 4.8 License Application Licensing the resourcemgr Web application occurs over the internet. If possible, connect the server to the internet, and then perform the following steps: 1. Open resourcemgr Web using the desktop icon 2. Enter the license key provided and click Activate 10

11 5 Single or Dual Server SQL Server 2008 Standard (or above) The following instructions assume SQL Server 2008 Standard or above is already installed and configured on the server. Each section is labeled application server or database server to support a dual server environment. Single server environments will execute all steps on a single server. In this configuration, each component must be installed individually. Do not install using the resourcemgr Web setup.exe. All components require administrator permission to install. 5.1 Configure Windows Firewall (Database Server) The firewall should allow INBOUND connections on port Open the Control Panel > System and Security > Windows Firewall 2. On the left panel select the link Advanced Settings 3. Click Inbound Rules on the left panel 4. Click New Rule on the right panel 5. On the Rule Type dialog select Port radio button and click Next > 6. On the Protocol and Ports dialog select TCP. Type 1433 into the Specific Local Port: text box and click Next > 7. On the Action dialog leave the default selection Allow the connection 8. On the Profiles dialog leave all profiles selected unless IT recommends otherwise and click Next > 9. On the Name dialog type in the name SQL TCP IP Connection then click Finish. 5.2 Enable SQL Server TCP/IP Connection (Database Server) 1. On the server open the Start menu and choose Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager 2. Expand SQL Server Network Configuration 3. Expand Protocols for [Server Instance Name] 4. Right-Click TCP/IP and choose enable 5. Expand SQL Server Services 6. Right-Click SQL Server Browser and choose Start. Note: SQL Browsing allows the administrator client machine to find the database across the network. Enabling the SQL Browser is considered less secure. 11

12 5.3 Add Server Role Web Server IIS (Application Server) 1. Open the Add Roles Wizard by browsing to the Start Menu > Control Panel > Programs > Programs and Features > Turn Windows features on or off link. 2. From the Server Manager dialog select Roles and click Add Roles. 3. From the Roles list place a check next to Web Server (IIS) 4. Follow the wizard prompts until reaching the Role Services selection list. 5. Place a check next to the following features in the Role Services list. Note: The Role Services wizard will prompt you to install additional supporting services as the required services below are checked; allow the supporting installs. a. Common HTTP Features i. Static Content ii. Default Document iii. Directory Browsing iv. HTTP Errors b. Application Development i. ASP.NET ii..net Extensibility iii. ISAPI Extensions iv. ISAPI Filters c. Health and Diagnostics i. HTTP Logging ii. Request Monitor d. Security i. Basic Authentication ii. Windows Authentication iii. Request Filtering e. Performance i. Static Content Compression f. Management Tools i. IIS Management Console ii. IIS 6 Metabase Compatibility iii. IIS 6 WMI Compatibility iv. IIS 6 Scripting Tools 6. Finish the wizard and press Install 7. When finished, close the Server Manager. 5.4 Install Windows Installer 4.5 (Application Server) 12

13 2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\ WindowsInstaller4_5\. Double-Click the appropriate installer for the server: Operating System Windows Server 2008 SP2 x86 Windows Server 2008 SP2 x64 Windows Server 2008 R2 Install Package Windows6.0-KB v2-x86.msu Windows6.0-KB v2-x64.msu No install required 3. Follow the wizard prompts to complete the install. 5.5 Install.NET Framework 4.0 (Application Server) 2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\DotNetFX40\. 3. Double-Click the dotnetfx40_full_x86_x64.exe. 4. Follow the wizard prompts to complete the installation. 5.6 Install Report Viewer (Application Server) 2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\ReportViewer\. 3. Double-Click the ReportViewer.exe. 4. Follow the wizard prompts to complete the installation. 5.7 Install resourcemgr Web (Application Server) 2. Press the Start button and type cmd in the search text area to open the command prompt. 3. Change the command prompt directory to [DVD Drive]:\STI\en-US 13

14 5.7.1 Local SQL Server with No Name {Default Instance} Syntax The following instructions will load the resource database to the local copy of SQL Server (default instance name) 1. Type the following into the command prompt window and press the Enter key. msiexec /i resourcemgrweb.msi SQLUSEDEFAULTINSTANCE=1 2. Follow the wizard prompts to install resourcemgr Web Local SQL Server with Defined Instance Name Syntax The following instruction will load the resource database to the local copy of SQL Server (named instance). 1. Type the following into the command prompt window and press the Enter key. msiexec /i resourcemgrweb.msi SQLSERVERINSTANCE=[instance name] 2. Follow the wizard prompts to install resourcemgr Web Remote SQL Server with No Name {Default Instance} Syntax The following instructions will load the resource database to a remote copy of SQL Server (default instance name) 1. Type the following into the command prompt window and press the Enter key. msiexec /i resourcemgrweb.msi sqlserver=[name of server] SQLUSEDEFAULTINSTANCE=1 2. Follow the wizard prompts to install resourcemgr Web Remote SQL Server with Defined Instance Name Syntax The following instructions will load the resource database to a remote copy of SQL Server, named instance. 1. Type the following into the command prompt window and press the Enter key. msiexec /i resourcemgrweb.msi sqlserver=[name of server] SQLSERVERINSTANCE=[instance name] 2. Follow the wizard prompts to install resourcemgr Web. 14

15 5.8 Add resourcemgr Administrator User to SQL Server Permissions (Database Server) The resourcemgr Web administrator will manage the website using the full client resourcemgr application. The resourcemgr full client application is installed on a user workstation and attaches to the server database through a network connection. To support this remote connection, the website administrator s domain user account must be given permission to the SQL Server. 1. From the Start menu select Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio. 2. Expand Security within the Object Explorer left panel. 3. Right-Click Logins and choose New Login. 4. On the Login New dialog click the Search button to find the website administrator s domain account. Note: a group, rather than an individual user, may be given permission to the database allowing the website administrator role to switch between a variety of personnel. 5. On the Select User or Group dialog ensure the Location is set to Entire Directory. 6. Type the domain user or group name into the object text area and then press Check Names. 7. Press OK to accept the name and OK again to save the Login. 8. Collapse Security within the Object Explorer panel and expand Databases > Resource > Security. 9. Right-Click Users and select New User. 10. Press the [ ] button next to the Login text area. Find the login created in step Type, or copy & paste a name into the User name field. 12. Select db_datareader and db_datawriter permissions under the Database role membership. 13. Press OK when finished to create the database user. 5.9 License Application Licensing the resourcemgr Web application occurs over the internet. If possible, connect the server to the internet, and then perform the following steps: 1. Open resourcemgr Web using the desktop icon 2. Enter the license key provided and click Activate 15

16 6 Website Administrator Install The website administrator will manage organization setup, qualifications, security, and user accounts for the resourcemgr Website. The resourcemgr application cannot be installed to a server. For this installation, each component must be installed to the client machine individually. Do not install using the resourcemgr setup.exe. 6.1 Test Connectivity Before installing any application component, confirm the client machine has access to the SQL Server database. 1. Press the Start button and type cmd in the search text area to open the command prompt SQL Server 2008 R2 Express If using SQL Server 2008 Express, type the following into the command prompt: sqlcmd E S [Server Name]\[Instance] Example: sqlcmd E S GODZILLA\SQLEXPRESS SQL Server 2008 Standard or above If using SQL Server 2008 Standard or above, type the following into the command prompt: sqlcmd E S [Server Name] Example: sqlcmd E S GODZILLA Successful Database Connectivity A successful connection to the database will display as 1> (depicted below) 2. type exit to close the connection Database Connection Failure If the connection fails, confirm the website administrator s domain account: a. Is on the same network as the database server b. Has been added to SQL Server Security (section 4.7 or 5.6 ) 16

17 c. Firewall port is open (section 4.3 or 5.1) d. SQL Browser is enabled (section 4.6 or 5.2 ) 6.2 Install Client Components All components require administrator permission to install Install Windows Installer Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\ WindowsInstaller4_5\. Double-Click the appropriate installer for the workstation: Operating System Windows XP SP2 Windows 7 Install Package WindowsXP-KB v3-x86.exe No install required 3. Follow the wizard prompts to complete the install Install.NET Framework Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\DotNetFX40\. 3. Double-Click the dotnetfx40_full_x86_x64.exe. 4. Follow the wizard prompts to complete the installation Install Report Viewer 2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\ReportViewer\. 3. Double-Click the ReportViewer.exe. 4. Follow the wizard prompts to complete the installation Install resourcemgr 2. Press the Start button and type cmd in the search text area to open the command prompt. 3. Change the command prompt directory to [DVD Drive]:\STI\en-US 17

18 Remote SQL Server Express Version Syntax The following instructions will install resourcemgr pointed to the remote copy of SQL Server Express. 1. Type the following into the command prompt window and press the Enter key. msiexec /i resourcemgr.msi sqlserver=[server name] 2. Follow the wizard prompts to install resourcemgr Remote SQL Server with No Name {Default Instance} Syntax The following instructions will install resourcemgr pointed to a remote copy of SQL Server (default instance name) 1. Type the following into the command prompt window and press the Enter key. msiexec /i resourcemgr.msi sqlserver=[name of server] SQLUSEDEFAULTINSTANCE=1 2. Follow the wizard prompts to install resourcemgr Remote SQL Server with Defined Instance Name Syntax The following instructions will install resourcemgr pointed to a remote copy of SQL Server, named instance. 1. Type the following into the command prompt window and press the Enter key. msiexec /i resourcemgr.msi sqlserver=[name of server] SQLSERVERINSTANCE=[instance name] 2. Follow the wizard prompts to install resourcemgr License Application 18

19 Licensing the resourcemgr application occurs over the internet. If possible, connect the client to the internet, and then perform the following steps: 1. Login to the client machine under the website administrator s domain user account. 2. Open resourcemgr using the desktop icon 3. Enter the license key provided and click Activate Basic Setup To begin using resourcemgr Web, a few settings must be configured in resourcemgr (administrator client). The details are provided in the resourcemgr Web user guide. 19

20 7 Client (Print Station) Install Clients that wish to print from resourcemgr Web will require a local software installation. Installing and licensing the software requires administrator privileges on the local machine, and the availability of a single printable resource (person, equipment, or assignment) within resourcemgr Web. This resource can be created during the installation process or ahead of time. 7.1 Install printcontrol 2. Allow autorun to display the splash screen, or Browse the DVD using File Explorer. Navigate to the [DVD Drive]: and double-click index.htm file. Under the Identification heading click the icon to install printcontrol. 3. Follow the wizard prompts to complete the install. 7.2 Add to Trusted Sites and Enable Active X Control 1. Open the Internet Explorer browser 2. Navigate to the resourcemgr Web URL 3. From the tools menu select Internet Options 4. Select the Security tab 5. On the Security tab highlight Trusted Sites and press the Sites button. 6. Review the URL listed in the add this website to the zone: text area. If correct press Add and then close Internet Options. 7. Login to the website using the administrator supplied user name and password. 8. Select a resource to print, and click the print button. 9. Internet Explorer will prompt to run an Active X add-on. 10. Right-Click the prompt and select Run Add-on. 11. Click Run again from the Internet Explorer Security Warning dialog. 20

21 7.3 License printcontrol 1. After loading the add-on, a license key text area will appear. 2. Enter the license key into the text area and click OK. 21