integreat4tfs Installation Guide

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2 INTRODUCTION This Installation Guide elaborates the installation of integreat4tfs using detailed steps. The guide is divided into the following two sections: 1. Installation Process 2. Activation The first section deals with the actual installation procedure. The second section describes the process of activation after successful installation The document also has an appendix that explains the process to update the Windows Credentials for integreat4tfs (in case the user changes his Windows password after installing integreat4tfs). INSTALLATION PROCESS The users are provided the following two files for the installation of integreat4tfs: 1. integreat4tfs Web Access Service 2. integreat4tfs Web Access User Interface INSTALLATION GUIDELINES These files should be installed in the sequence as they are shown (i.e. Services first and User Interface afterwards). Since integreat Web Access is a web- based application, it is preferable to install both the files on a server; however any machine with IIS 6.2 or later installed would suffice. Both the Services and User Interface files can be installed on the same machine or on different machine within the same network domain. The Installation is required only once. After installation all the users with proper access rights can use the application even if they haven t installed any of the installation files on their local machine Modern Requirements by edevtech Page 1 of 27

3 INSTALLING INTEGREAT4TFS SERVICE integreat4tfs Installation Guide 1. Double click on the integreat4tfs Service.exe file to start the installation process Modern Requirements by edevtech Page 2 of 27

4 The initial installation screen appears requiring the user to accept the terms and conditions for using the application Modern Requirements by edevtech Page 3 of 27

5 2. Select the terms and conditions agreement check box and then click the Next Button Modern Requirements by edevtech Page 4 of 27

6 3. Enter Windows credentials (for user login for the PC where the Services are being installed) and then click the Install Button. Note: If a user changes his Windows Credentials then InteGREAT Web Access won t be able to use those credentials. In such a case the user has to update the saved settings for the service. The process to do so is explained under Appendix A at the end of this guide Modern Requirements by edevtech Page 5 of 27

7 4. Click Yes Button in the warning message box. The relevant files are installed Modern Requirements by edevtech Page 6 of 27

8 5. Complete the Installation of Services by clicking the Finish Button. Please note down the Service URL (highlighted in the above images). This would be helpful later on Modern Requirements by edevtech Page 7 of 27

9 INSTALLING INTEGREAT4TFS USER INTERFACE 1. Double click on the integreat4tfs User Interface.exe file to start the installation process Modern Requirements by edevtech Page 8 of 27

10 The initial installation screen appears requiring the user to accept the terms and conditions for using the application. UserS can also determine the installation path on this screen Modern Requirements by edevtech Page 9 of 27

11 2. Select the terms and conditions agreement check box and then click the Next Button Modern Requirements by edevtech Page 10 of 27

12 3. Click the Install Button Modern Requirements by edevtech Page 11 of 27

13 The relevant files are installed. integreat4tfs Installation Guide 2015 Modern Requirements by edevtech Page 12 of 27

14 4. Complete the Installation of User Interface by clicking the Finish Button. This completes the installation process of integreat4tfs Modern Requirements by edevtech Page 13 of 27

15 ACTIVATION 1. Open a browser window and enter the path of the PC where Services were installed followed by a colon and 8028/User/SignIn e.g Click the Activate Button on the SignIn Page. The user is taken to the License Activation Page Modern Requirements by edevtech Page 14 of 27

16 3. Select Activate from License Key option. integreat4tfs Installation Guide 4. Enter relevant license key and click the Activate Button. On successful activation, the user is taken back to the SignIn Page Modern Requirements by edevtech Page 15 of 27

17 APPENDIX A: CONFIGURATION FOR FEEDBACK OPTION The configuration is essential if the user wants to use the Feedback option in Simulation Module. This is because integreat4tfs automatically sends out s to concerned stakeholders to get their feedback. If the settings are not properly configured then these s can t be sent out and the feedback option cannot function properly. Following steps should be taken to configure the settings for integreat4tfs: 1. Navigate to the following location on your computer: C:\Program Files (x86)\edev Technologies\inteGREAT4TFS Service. 2. Copy the Web.config file to another location (e.g. desktop) for editing Modern Requirements by edevtech Page 16 of 27

18 3. Open the file using a text editor (e.g. Notepad). integreat4tfs Installation Guide Note: The highlighted section in the above image shows the section of the file that needs to be configured properly. 4. Now open your client / reader (e.g. Microsoft Outlook). Note: The following steps show the process for Microsoft Outlook. If you are using another reader then refer to its documentation for relevant steps Modern Requirements by edevtech Page 17 of 27

19 5. Click on File à Account Settings à Account Settings. 6. Double- click on the desired account from the list Modern Requirements by edevtech Page 18 of 27

20 7. Note down the information highlighted in the window. 8. Click the More Settings Button Modern Requirements by edevtech Page 19 of 27

21 9. Click the Advanced Tab. integreat4tfs Installation Guide 10. Note down the SMTP port highlighted in the window. 11. After noting down all the required information; close down all the windows in Microsoft Outlook. 12. Switch back to Web.config file opened in a text editor Modern Requirements by edevtech Page 20 of 27

22 13. Update the mail settings section using the information gathered from Microsoft Outlook. 14. Save the Web.config file and replace the older version with this updated version at its original location (i.e. C:\Program Files (x86)\edev Technologies\inteGREAT4TFS Service ) This completes the configuration process for the Feedback Option 2015 Modern Requirements by edevtech Page 21 of 27

23 APPENDIX B: WINDOWS CREDENTIALS UPDATION FOR INTEGREAT4TFS During the installation of integreat4tfs Web Access Service, user login credentials are Enter. These Windows credentials are saved in InteGREAT4TFS Web Access settings and are used while running the application. If a user changes his Windows password after the installation of InteGREAT4TFS Web Access then these settings become obsolete and the user may face problem running the application. For seamless working of InteGREAT4TFS Web Access, the saved settings of the Windows Credentials should be consistent with the current Windows Credentials. In case a user has changed his password after installing InteGREAT4TFS Web Access then the following steps should be taken to make the saved settings up- to- date: 1. Invoke inetmgr through Windows s Run command/start Menu Modern Requirements by edevtech Page 22 of 27

24 2. Expand the node in the left- side panel of the Internet Information Services (IIS) Manager. 3. Click the Application Pools option Modern Requirements by edevtech Page 23 of 27

25 4. Select InteGREAT4TFSServiceAppPool option (center- pane) and then click on Advanced Settings under Edit Application Pool in right- side pane. 5. Select Identity option under Process Model section and then click the Button Modern Requirements by edevtech Page 24 of 27

26 6. Select Custom account option and then click the Set Button. 7. Enter the latest Windows Credentials* and click the OK Button. * The User name should be given in the format of <Domain\Username> as shown in the image Clicking the OK Button would save the settings. 8. Start the InteGREAT ServiceAppPool by clicking the Start option under the Application Pool Tasks in the right- side pane Modern Requirements by edevtech Page 25 of 27

27 9. Close all open windows to complete the process Modern Requirements by edevtech Page 26 of 27

28 2015 Modern Requirements by edevtech Page 27 of 27

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