PHEWR Installation Guide (version 3)

Transcription

1 PHEWR Installation Guide (version 3) Introduction Included in this Zip File: Database - sql scripts to install database objects Admin - directory structure containing the files necessary to run the PHEWR administration module Public - directory structure containing the files necessary for public to register for events User Guide System Requirements IIS 6.0 Configure IIS for Silverlight applications * SQL Server 2005 Framework 4.0 WCF RIA Services V1.0 for Visual Studio 2010 * Please review the included document Prerequisite Guide for PHEWR Admin to review steps required to properly configure IIS for silverlight applications Public Module Adobe ColdFusion 9+ or Railo (Open Source)

2 Installation Move the phewr.zip file to the root of your local hard drive and unzip. This will create a directory called Phewr. All references to source files are relative to this Phewr directory. Note that the Admin and Public websites do NOT have to reside on the same web server. PHEWR Database In order to create the Phewr database you should have an existing SQL Server 2005 setup and be able to login with administrative rights. Phewr has currently not been tested with SQL Server Using SQL Server Management Studio, login to SQL Server as the sa user or a user that has rights to create a new database. Right-click on the database folder in the left most window and select New Database. 2. Create a new database called Phewr. Make the datafile 10MB and the log file 10MB. Select and click on the Initial size column of the corresponding file and set the size to 10 mb for each file. When complete, press the OK button to create the database 3. Create a new login called phewr by; Right clicking on the Security folder located in the left margin Select New Login Create a login ID called phewr Select the SQL Server Authentication radio button, enter your password of choice. {Note: you will need to use this password when installing the Admin and Public web sites} 2

3 Uncheck the following options: Enforce Password policy Enforce Password expiration User must change password at next login. Modify the default database to Phewr. Change the default Database to Phewr 4. Create a new user in the Phewr database also called phewr. Make this user a member of the db_owner role as follows {see screen shot below}; Under Security/logins right click on the phewr user you created then select Properties. Select User Mappings A list of users and associated roles will be listed. Check the box next to the phewr user. Find listed and select the DB-Owner check-box Select OK to save your changes 3

4 5. Disconnect the administrative login and reconnect as the phewr user you just created. 6. In the SQL Server Management Studio application select File/Open and navigate to the folder where you expanded the phewr.zip file (refer to page 1 Installation Guide phewr.zip expansion ) 7. Find and Open the./phewr/database/phewr.sql script in the Enterprise Manager and execute on the Phewr database. 8. Disconnect the phewr user and exit Enterprise Manager. Admin 1. Review the Prerequisite Guide for PHEWR Admin guide to make sure the IIS server is configured properly for silverlight applications. 2. Create a folder at the root of your website for housing the Phewr Admin module. Example:C:\Inetpub\wwwroot\PhewrAdmin 3. Copy the contents in the PhewrAdmin folder to the website folder you just created. 4. Edit the web.config file and modify the elements in the <connectionstrings> tag to reflect your database server and passwords. Editing can be performed by right-clicking on the web.config file in Windows File Explorer and selecting Open with Notepad. 5. Edit the file by replacing the words YOUR_SERVER and YOUR_PASSWORD with values to 4

5 reflect the name of your database server and the phewr password respectively. Note: there are two occurrences of YOUR_SERVER and YOUR_PASSWORD in the file, you must change both. 6. To save your changes in Notepad select Save as and change the save-as -type- to all. Save the file with the same file name and extension. ie. web.config. 7. Run IIS Manager; IIS Manager can be found as follows; Start Button / Programs / Administrative Tools / IIS Manager 8. Locate the PhewrAdmin folder listed in the website area of IIS Manager. Right-click on the PhewrAdmin website folder and select properties. 9. In IIS Manager create a website application using the website folder created in step 2 as follows; In the Directory tab, ensure the Application Pool is using.net 4.0 Pool (See Prerequisite Guide for PHEWR Admin for help if you do not see this option. In the Documents tab, Add a default content page called Phewr.aspx and move it to the top of the list. 5

6 In the ASP.NET tab, make sure the ASP.NET version property is set to the the installed Framework 4 version. You are now ready to verify access to the Phewr Admin via the following url: Server Name}/PhewrAdmin Note: If the SilverLight browser add-in has not yet been installed you will be prompted to install it. Click the following link for additional SilverLight installation instructions; 6

7 Configuration In order for the Admin module to communicate with the Public module, the Public website URL MUST be setup in the System Options of the admin module. 1. Log into the Admin application as the admin user (by default, the admin password is password) Example: Server Name}/PhewrAdmin Note: When logging into the Admin application for the first time, the application will require you to reset the admin password to something other than password. If, in the future, one forgets the admin password (and no other users exist in the system to reset the password), please run the script called CreateAdminUser.sql in the Database folder. 2. Click on the Systems menu option and select the System Options. 3. In the System Options dialog form, replace the value in the Public Registration Website URL field with the URL address of your Public application Example: Server Name}/PhewrPublic 4. In the System Options dialog form, update the Administrator field by entering an address that will receive system and error s and be the from address on outgoing s. 5. Please refer to the User Guide (section Configuration) to customize the Public website for your use. 7

8 Public Using ColdFusion 1. Create a folder at the root of your website for housing the Phewr Public Registration module. Example: C:\inetpub\wwwroot\PhewrPublic 2. Copy the contents in the Phewr\Public folder to the website folder you just created. 3. Login to the ColdFusion Administrator page (Start Adobe ColdFusion Administrator). 4. Click on the Data Sources link on the left and add the phewr data source using the Microsoft SQL Server driver. 5. Add the phewr Datasource Name, phewr database name, as well as the user ID and password setup as part of the database creation steps as found in the Admin section of this guide. 8

9 6. Click on the Java and JVM link on the left and add the Java class path for the BBQ (Bar code generator) folder inside the PhewrPublic website. See ColdFusion Class Path section in: 7. You must restart the ColdFusion Application Service after completing this step. Use the Services Control Panel to do so. 8. If not already set, configure the SMTP server to handle ColdFusion by clicking on the Mail link on the left and entering your SMTP server value. 9. Configure IIS to use index.cfm as the default document for the PhewrPublic website. The CF install may have done this. You can move this one to the top. 10. You are now ready to test phewr public by accessing the url: Server Name}/PhewrPublic Using Railo Download the latest version of the Railo open-source CFML engine from Instructions below are for the Railo Server with Tomcat 7 version. 1. Run the installation file. 2. Answer prompts according to your desired configuration (password, location, port, etc.) 3. Open the Railo Welcome page when it asks upon completion. 4. On this page, click on the Railo Web Administrator link and login using the password you chose during installation. 5. Click on the datasource link under Services in the left navigation menu and add the "phewr" datasource using the Microsoft SQL Server driver. 9

10 6. Create the "phewr" datasource name, as well as the user ID and password setup as part of the database creation steps as found in the Admin section of this guide. 7. Create a folder at the root of your Railo website for housing the Phewr Public Registration module. Example: C:\railo\tomcat\webapps\ROOT\PhewrPublic 8. Copy the contents in the Phewr\Public folder to the website folder you just created. 9. Add the Java class path for the BBQ (Bar Code generator) folder inside the PhewrPublic website. Run the Railo-Tomcat Service Control program from the Start menu and click on the Java tab: At the end of the Java Classpath field add a semicolon and the directory Example - ; C:\railo\tomcat\webapps\ROOT\phewr\BBQ_Wrapper 10. Restart this service by clicking on the General tab, then Stop and Start then OK to exit. 1

11 11. Configure the Mail server in Railo Web Administrator by clicking on the Mail link under Services in the left navigation menu 12. You are now ready to test phewr public by accessing the url: Server Name}/PhewrPublic Additional Information The public website caches site info and survey questions in memory for quicker access. The Admin module will reload this cache when the site info data is updated in the database and when a new survey is published. This cache can be manually reloaded by adding a reinit parameter to the url of the public site. Example: Server Name}/PhewrPublic/?reinit 1