HR-Lite Database & Web Service Setup Guide

Transcription

1 HR-Lite Database & Web Service Setup Guide Version: 1.00 HR21 Limited All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, without express written confirmation from HR21 Limited.

2 Table of Contents 1. Document Control Document Information Database Setup in SQL Server Database Setup by using Enterprise Manager SQL Server Login Account Setup Database Setup in MSDE Installation of MSDE Database Setup Database Setup in SQL Server Database Setup by using SQL Server Management Studio SQL Server Login Account Setup HR-Lite Web Service Setup (For Enterprise Edition ONLY) Install / Upgrade HR-Lite Web Service Appendix A: Supplementary Details for the Configuration of IIS setting Appendix B: Reset SQL User Password of in SQL Server HR-Lite Database & Web Service Setup Guide-1.10.doc Page 2 of 19

3 1. Document Control 1.1 Document Information About This Document Application Name HR-Lite Client Name HR-Lite Customer Project Name Document Name HR-Lite Database & Web Service Setup Guide Document Version 1.00 Document Status Approved Document Filename HR-Lite Database & Web Service Setup Guide-1.0.doc Change History Version Item Author Date Changes Customer Service Document Creation HR-Lite Database & Web Service Setup Guide-1.10.doc Page 3 of 19

4 2. Database Setup in SQL Server 2000 Prerequisite: For HR-Lite Professional and Enterprise Edition, Microsoft SQL Server 2000 must be installed before installing HR-Lite or the HR-Lite Web Service. Before the Installation To setup a new database, insert the HR-Lite compact disc in your CD-ROM drive. Launch Window Explorer, the blank database is located in this path x:\hr-lite v2 MSDE Setup\MSDE for HR-Lite v2 Enterprise Edition\ MSDESetup\DB\ HRLiteEntDBv200.dat (or Professional Edition, depends on which product you have purchased) in the CD-ROM drive. (where x is your CD-ROM drive letter) 2.1 Database Setup by using Enterprise Manager Run SQL Server Enterprise Manager from program group Start > Programs > Microsoft SQL Server > Enterprise Manager. In Enterprise Manager, expand Microsoft SQL Servers > SQL Server Group > Highlight & right-click Local (or Server's name) > Select Properties and then Security tab. Make sure the Authentication mode is chosen as SQL Server and Windows (Mixed Mode) HR-Lite Database & Web Service Setup Guide-1.10.doc Page 4 of 19

5 2.1.2 Expand Microsoft SQL Servers > SQL Server Group > Local. Highlight & rightclick Databases > Select All Tasks and Restore Database as: In General Tab, fill the name hrlite into the field Restore as database and select From Device. Press button Select Devices and then Add. Browse & select the location of the pre-defined DB (Copy HRLiteEntDBv200.dat from installation CD to local drive first), then press OK twice to confirm In Options Tab, make sure the path is correct. Press OK to commit DB restore. A popup window will be shown if complete successfully, press OK to confirm. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 5 of 19

6 2.2 SQL Server Login Account Setup HR-Lite Database & Web Service Setup Guide Expand Microsoft SQL Servers > SQL Server Group > Local > Security. Highlight & right-click Logins > Select New Login. In General Tab, fill the name hrlite into the field Name, select SQL Server Authentication and input hrlite into Password field (default password), then select hrlite as default database. In Database Access Tab, select & check the DB hrlite and grant permissions for this SQL user by selecting: a) public; b) db_owner; c) APPLUSER Press OK to confirm, a popup window will be shown. Re-enter the password hrlite into Confirm new password and press OK to complete new user creation and also the overall blank DB restoration. REMINDER Please refer to Appendix B to see procedure of reset SQL User password. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 6 of 19

7 3. Database Setup in MSDE The purpose of this document is to instruct the procedures of MSDE installation for HR-Lite. DISCLAIMER: Microsoft SQL Server Desktop Engine (MSDE) is a product of Microsoft Corporation and can be downloaded freely from Microsoft website. HR-Lite supports MSDE as database server, and all the setup scripts is prepared by HR21 and can be used freely. However, customers have responsibility to maintain their own database server. HR21 do not have responsibility and do not support the maintenance of MSDE, setup scripts and the database server itself. Prerequisite: For HR-Lite Professional and Enterprise version, Microsoft SQL Server or Microsoft SQL Server Desktop Engine (MSDE) must be installed before installing HR-Lite or the HR-Lite Web Service. For details system requirement, please visit Installation of MSDE Insert the HR-Lite compact disc in your CD-ROM drive. Launch Window Explorer, locate the following folder x:\hr-lite v2 MSDE Setup\MSDE for HR-Lite v2 Enterprise Edition (or Professional Edition, depends on which product you have purchased) in the CD-ROM drive of the MSDE-will-be-installed machine. (where x is your CD-ROM drive letter) Copy the folder of MSDESetup to the C:\ of the MSDE-will-be-installed machine. (You MUST copy the corresponding folder to that machine s C:\, failure of locating the corresponding folder to the mentioned location may cause errors) HR-Lite Database & Web Service Setup Guide-1.10.doc Page 7 of 19

8 3.1.3 Go to the folder of MSDESetup, double click on 1SetupMSDE.bat and start installing the program A ready-to-install screen will come out, Press any key to continue the installation process or press Ctrl + C to abort the whole installation process After clicking any button to start installing, a progress bar will appear to show the installation progress. This installation procedure may take a few minutes You MUST click Yes to restart that machine when you see the below message after the completion of the installation A new icon will appear in the right bottom corner of your Windows Task Bar. This indicates the installation of MSDE is successful. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 8 of 19

9 3.2 Database Setup Go to the folder of MSDESetup, double click on 2SetupEntDB.bat (The file name would be 2SetupEntDB.bat if you were installing Enterprise Edition. For Professional Edition, the file name would be 2SetupProDB.bat. It depends on the product which you purchased), and start setting up the database A ready-to-install screen will come out, press any key to continue the restoration process or press Ctrl + C to abort the whole process When the following screen is appeared, it indicates that Database is restored successfully. Press any key to finish the whole process After the above steps are completed, HR-Lite program and the HR-Lite Web Service are also ready to install. REMINDER To backup the database, you can run the BackupDB.bat or BackupDBforScheduleJob.bat and the backup file(s) will save in the C:\MSDESetup\Backup folder. To restore the backup database, please do the following steps: 1. Rename the backup file to default file name (eg. HRLiteEntDB200.dat) and save it in C:\MSDESetup\DB folder. 2. Run Remove.bat to remove the existing database and hrlite SQL user 3. Finally, repeat the Step 4.1 to Step 4.4 to restore the backup database. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 9 of 19

10 4. Database Setup in SQL Server 2005 Prerequisite: For HR-Lite Professional Edition, Microsoft SQL Server must be installed before installing HR-Lite. Before the Installation To setup a new database, insert the HR-Lite compact disc in your CD-ROM drive. Launch Window Explorer, the blank database is located in this path x:\hr-lite v2 MSDE Setup\MSDE for HR-Lite v2 Professional Edition\ MSDESetup\DB\ HRLiteProDBv200.dat in the CD-ROM drive. (where x is your CD-ROM drive letter) 4.1 Database Setup by using SQL Server Management Studio Run SQL Server Enterprise Manager from program group Start > Programs > Microsoft SQL Server 2005 > Microsoft SQL Server Management Studio In Microsoft SQL Server Management Studio, right-click Database > Select Restore Database. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 10 of 19

11 4.1.3 Input HRLite in To database field, choose the data source From device, click choose the file Click Add > Choose correct file name > OK In General Tab, check the file you wanted to restore, after that, click Options Tab HR-Lite Database & Web Service Setup Guide-1.10.doc Page 11 of 19

12 4.1.6 In Options Tab, make sure the path is correct. Press OK to commit DB restore A popup window will be shown if complete successfully, press OK to confirm Check SQL Server login account for HR-Lite database Expand Database > HRLite > Security > Schemas & Users, make sure there is no hrlite Login ID. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 12 of 19

13 4.2 SQL Server Login Account Setup HR-Lite Database & Web Service Setup Guide Expand Security > Login, right click on right hand side and choose New Login In General setting, input data as follow Check Server Roles setting as follow. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 13 of 19

14 4.2.4 In User Mapping, map HRLite database and click APPLUSER and public. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 14 of 19

15 5. HR-Lite Web Service Setup (For Enterprise Edition ONLY) Prerequisite: Only HR-Lite Enterprise Edition can get access to HR-Lite Web Service. Before installing / upgrading HR-Lite Web Service, HR-Lite Database must be ready. (Please see previous chapter for reference) Requirement - Web server IIS 5.0 or above, - ASP. Net 1.1 (version after 1.1 not supported), - Internet Explorer 6.0 or above - Support SQL 2000/MSDE Server only 5.1 Install / Upgrade HR-Lite Web Service Insert the HR-Lite compact disc in your CD-ROM drive, double-click HR-Lite Web Service executable file (e.g. HR-Lite_v2.2.0_Web_Service_Setup.exe) in the root directory of the compact disc. (Remarks: the file name of HR-Lite executable is based on the version of the release, for version 2.2.0, the name is HR- Lite_v2.2.0_Web_Service_Setup.exe). To install or upgrade, click Run to start A welcome page will be displayed, click Next to proceed or click Cancel to exit set up. Click Next to install HR-Lite Web Service to the default location (We recommended to use default folder path) For upgrade Web Service, Click Yes to install This screen shows the summary of HR-Lite Web Service installation, check the path and click Install to start installation or click Cancel to exit the setup. The screen shows the installation progress; please wait until all the necessary files HR-Lite Database & Web Service Setup Guide-1.10.doc Page 15 of 19

16 have been installed. This may take a few minutes. HR-Lite Database & Web Service Setup Guide A message box will be pop-up to remind user install Microsoft. NET Framework 1.1. Click OK to proceed Click Yes to install Microsoft. NET Framework 1.1 Package or click No to skip if installed already Read the License Agreement, select I agree and click Install to install the package or click Cancel to skip installation. The screen shows the installation progress; please wait until all the necessary files have been installed. This may take a few minutes. HR-Lite Database & Web Service Setup Guide-1.10.doc Page 16 of 19

17 5.1.8 When installation is completed, message will prompt out to alert users installation is completed Create Virtual Directory on IIS (we strongly recommended to use the default values). For upgrade Web Service, click Cancel to continue. Select or simply enter SQL Server name, input User ID and Password, select database on the server, then click Test Connection. System will try to connect your HR-Lite database with HR-Lite Web Service. The following message will prompt out if the connection is successful Finally, click Finish to end set up and the shortcut of HR-Lite Web Service will be created on the desktop HR-Lite Database & Web Service Setup Guide-1.10.doc Page 17 of 19

18 5.2 Appendix A: Supplementary Details for the Configuration of IIS setting After HR-Lite Web Service has been successfully installed, a virtual directory (Default name as HRLiteWeb) can be found under Default Web Site of IIS. Highlight & right click on HRLiteWeb, select Properties and choose the tag Documents, user can see several default documents have been pre-defined Create a new default page by clicking Add. Enter the Default Document Name as default.aspx and choose OK to confirm. Finally, click OK to confirm Highlight & right click on HRLiteWeb, select Properties and choose the tag ASP.NET, select version HR-Lite Database & Web Service Setup Guide-1.10.doc Page 18 of 19

19 5.3 Appendix B: Reset SQL User Password of in SQL Server 2000 For the reason of security, user may be required to reset this password of SQL account (But MUST NOT delete it). There will be an impact to client applications and also HR-Lite Web Service if any change on this account To reset the SQL Server Login account in SQL Server: Expand Microsoft SQL Servers > SQL Server Group > Local > Security > Logins > Select & right-click user hrlite, select Properties. Reset the password in General Tab To reset the password on each workstation (client applications): Run CreateDSN.exe, which can be found on HR-Lite application folder (i.e. C:\Program Files\HR-Lite\) to re-setup database connection on EACH client machines with new password To reset the password in the Web Server (For Enterprise Edition only): New password can be setup by re-installing HR-Lite Web Service HR-Lite Database & Web Service Setup Guide-1.10.doc Page 19 of 19