w w w. m w t i. n e t M i c r o W o r l d T e c h n o l o g i e s I N C. This document provides information to install and configure etraq Server

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1 This document provides information to install and configure etraq Server Installation Guide for etraq Server e T r a q S E R V E R I N S T A L L A T I O N G U I D E 1

2 C OPYRIGHT NOTICE: All product names referred herein are trademarks or registered trademarks of their respective companies. MicroWorld Technologies Inc. (MWTI) disclaims proprietary interest in the marks and names of others. Although MicroWorld Technologies makes every effort to ensure that this information is accurate, MicroWorld Technologies Inc. will not be liable for any errors or omission of facts contained herein. MicroWorld Technologies Inc. reserves the right to modify specifications cited in this document without prior notice. Companies, names ad data used in examples herein are fictitious unless otherwise noted. No part if this document may be reproduced or transmitted on any form or any means, electronic or mechanical, for any purpose, without the express written permission of MicroWorld Technologies Inc. MicroWorld Technologies Inc. Copyright All rights reserved. For Technical support, contact: For Sales enquiry, contact: Document Number: ET/Beta/ e T r a q S E R V E R I N S T A L L A T I O N G U I D E 2

3 etraq Server Installation Guide etraq is a tracking system that helps you enhance business opportunities by leveraging the most popular communication tool, the . This document provides information to install and configure etraq Server. You need to install etraq on the machine that hosts your mail server. etraq can be accessed using a web-browser. Therefore there is no client installation for etraq. You can simply enter the URL to the etraq web server in your web-browser to access etraq. etraq Components etraq plugs into your mail server to track s. It has four discrete components: Database and Webserver components: These components include the etraq database and the webserver which etraq runs. Users need to access this webserver from a web browser to use etraq. MailServer Components: These components need to be installed on the same machine where you are running your SMTP server. These components are essential for tracking the s. Repository Components: This is a shared folder on the network where etraq stores the s it tracks. MESL component: This is a part of MailScan for SMTP application. The component has to be installed along with the MailServer component of etraq. Also the MESL component should be installed only if you are not running MailScan for SMTP on the same machine as the etraq server. You can install all the components on the same machine or on separate machines. If you select Full Installation, all the components (except MESL) will be automatically installed on the same machine. If you wish to install components selectively, you can choose Custom Installation, where you can decide which component(s) will be installed on the same machine. The Custom Installation mode will also allow you to install components on separate machines. Installation pre requisites You should have SMTP servers to install etraq Mail Server Components Mail server should be already installed and configured. Microsoft Windows NT/2000/XP/2003 Operating System Minimum 50 megabytes (MB) of free hard disk space e T r a q S E R V E R I N S T A L L A T I O N G U I D E 3

4 CD-ROM drive 133 megahertz (MHz) processor or higher 64 megabytes (MB) of memory or higher VGA or higher monitor resolution Microsoft Internet Explorer 5.5/6.0 or Netscape 6 and above Installation Process Installation is a very simple point and click process. The installation wizard guides you through the different steps. Installation steps are described below. The software is sent to you in a CD. Load the CD in the player and open the CD ROM directory. If you downloaded the software from MicroWorld s website, you should run the executable file to start the installation. Installation is started automatically. Screen in Figure 1 is displayed. This is the start up screen for installing the application. Click Next. Please include the Figure 1 as the First Step. Figure 1 Installation Welcome screen. e T r a q S E R V E R I N S T A L L A T I O N G U I D E 4

5 Step 1 A display box giving brief installation instructions is displayed. Scroll down and read the whole message and click Next. Step 2 Figure 2 Important information Select the destination directory where etraq needs to be installed and click Next. Step 3 Figure 3 Select destination directory If the destination directory you specified does not exist, the installation will prompt you so. Click Yes. Step 4 Figure 4 Create a directory You can choose the components that need to be installed. To install all the components together on the same machine, select the Full Installation radio button and click Next. Figure 5 Select setup type e T r a q S E R V E R I N S T A L L A T I O N G U I D E 5

6 Step 5 If you are using MailScan for SMTP as your SMTP mail server, you should NOT install MESL components. In that case, make sure the checkbox is de-selected. If you are using any SMTP mail server other than MailScan For SMTP, select the checkbox for Install MESL Components to install the MESL components. Click Next. Step 6 Select the start menu folder where etraq shortcuts should be installed and click Next. Figure 6 Install MESL Component Step 7 etraq is ready to be installed. A brief description of the choices you made during the installation is given in the display box. Scroll to read them. In case you need to modify any choices, you can click the Back button to go back to a previous page and modify your choice. Select Next to start installing etraq. Figure 7 Select Start Menu Folder Step 8 Setup will now copy the required files into the destination directory you have specified. Figure 8 Ready to Install Figure 9 Begin installation e T r a q S E R V E R I N S T A L L A T I O N G U I D E 6

7 Step 9 This message will be displayed only if you installed the MESL components. This message indicates that etraq was successfully plugged into your SMTP mail server. Click OK. Step 10 Figure 10 Register external scanner You need to provide information about your mail server. SMTP Server IP/Port: Enter the IP address and the port number of your SMTP server. Admin ID: Enter the ID of your mail server administrator. Remove this item as the field has been removed from the screen. Local Domain: Enter the local domain. You can assign multiple domain names by separating them with commas. Step 11 Figure 11 Configuring etraq You need to provide information about the machine on which etraq is installed. Machine Name: The machine name will be automatically displayed by etraq. You cannot modify this information. IP Address: etraq will automatically display all the IP addresses bound to the local machine in a dropdown list. If the machine has multiple IPs, select the appropriate one from the list. Repository Path: The path where the mails are stored is displayed. You can enter a new path by either typing in the new path or clicking the Folder button next to the field to browse for the desired path. Figure 12 Enter machine information If the repository path is access protected then you need to enter the Administrator name and Password Select Install New etraq Database, if you need a new database. If you already have an etraq database and do not want to overwrite it, uncheck this option. Click Next. e T r a q S E R V E R I N S T A L L A T I O N G U I D E 7

8 Step 12 You need to provide information about etraq Database Server. Server Name: Enter the server name Server IP #: Enter the server IP address Database Path: Enter the complete path in the local machine where the server database is placed. Note: If you have the database component installed on a different machine, you should still enter the local path to the etraq database in this field. Step 13 Figure 13 Enter etraq database server information You need to provide information about your company. Enter the company name, type of industry and give a brief description. Click Next. Step 14 Figure 14 Enter company information You need to create an etraq Administrator for your network. The etraq Administrator will administer the server and clients and will have the privileges to add users, delete them, assign access rights, etc. It is recommended that there should be only a single etraq Administrator. Enter the information with caution and remember the login ID and passwords. Remove this s. Figure 15 Enter company information e T r a q S E R V E R I N S T A L L A T I O N G U I D E 8

9 Step 15 You must create an etraq Manager Account for your network. The etraq Manager Account will be used as the default Manager for all etraq users. There can only be one default Manager account in etraq. This usually is the user highest in the reporting chain (for e.g. CEO) Enter all the required information and click Configure. Step 16 etraq database is created as per the information you have provided. Progress bar shows the status. Figure 16 Enter etraq Manager Account Step 17 etraq is configured successfully. Click Finish. Figure 17 Create etraq database Step 18 A display box giving post installation instructions is displayed. Scroll and read all the instructions. Click Next. Figure 18 etraq database configured Figure 19 Information after Installation e T r a q S E R V E R I N S T A L L A T I O N G U I D E 9

10 Step 19 A message asking you to restart the system is displayed. Select the radio button and click Finish. Step 20 After the system is rebooted, the etraq icon (highlighted in red) is added to the Windows task bar Change this to system tray. This icon indicates that etraq is running on the machine. Step 21 If you right click the icon, you can access the etraq Console menu, which lets you access a number of important functions such as starting/stopping the etraq web server, viewing the etraq console and so on. Figure 20 Restart etraq Figure 21 Launch etraq Figure 22 etraq tasks Contact us We offer 24x7 support to our customers through , telephone and Chat. For any help, suggestions and other technical details about etraq, please send an to etraq@mwti.net This is a mailing list created for the beta users of etraq. Chat Support Chat with our support team at escanchat using: AOL; MSN or Yahoo messenger service. Support Make this heading bold, like Chat Support If you have any queries about our products or have suggestions and comments about this guide, please send them to support@mwti.net: e T r a q S E R V E R I N S T A L L A T I O N G U I D E 1 0

11 Head Office: MicroWorld Technologies Inc Hamilton Court East, Suite 105 Farmington Hills, MI , USA. Tel: (248) / Fax: (248) Asia Pacific: MicroWorld Software Services Pvt Ltd.. Plot No 80, Road 15, MIDC, Marol, Andheri (E), Mumbai, INDIA. Tel (91) Fax (91) For sales enquiry, sales@mwti.net For support enquiry, support@mwti.net For more details, visit: e T r a q S E R V E R I N S T A L L A T I O N G U I D E 1 1