windream web portal pro Server Installation windream GmbH, Bochum

Transcription

1 windream web portal pro Server Installation windream GmbH, Bochum

2 Copyright by windream GmbH / winrechte GmbH Wasserstr Bochum Issue: 04/ All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form (print, photocopy, or any other form) or by any means without the express written permission of windream GmbH / winrechte GmbH. Important Note All information and technical specifications in this book have been collected by the authors with great care. They cannot, however, either guarantee, take legal responsibility for or make any other warranty for the results from the use of this information. We would also like to point out that all software and hardware logos and names are the exclusive property of the trademark, brandname or patent right holders. These are naturally protected by the appropriate laws and trade agreements.

3 Table of Contents i Table of Contents windream web portal pro Server Installation 1 Introduction 1 Basics of the windream Webserver Installation 2 System Requirements 3 System Architecture 3 Hardware Requirements for windream web portal pro (Webserver) 4 Software Requirements for windream web portal pro (Webserver) 5 Notes on security 6 Software Requirements for the windream Webclient 7 Additional Requirements 8 Configuration of user account for impersonification 10 Install windream web portal pro (Call Setup) 14 Software License Agreement 14 Information on System Requirements 14 Installed Components 14 IP Address 14 Setup Type 15 Webserver Settings 15 Select Destination Folder (Target) 17 Create User Account 17 windream user group 18 Start Copying Process 18 Message 18 Setup Complete 18 Check Installation 20 Logfile on Installation 20 After Installation 21 User and Group Configuration 21 Assigning access to the windream DMS-Service for impersonification user account 21 Operating system rights for windream Mainuser 22 Start windream web portal pro 22 Update-Installation 24 Starting Setup 24 Security question before executing the update 24 Start copying process 24 Message 24 Update complete 24 Uninstallation 25 Checklist 26 Index 29

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5 windream web portal pro Server Installation 1 windream web portal pro Server Installation Introduction The present quick guide serves as a help for the installation of the windream Webserver which is required for windream web portal pro. The description presents a short guideline on the basic requirements of the Webserver installation and describes how to execute the correct setup. We will also describe what basic configurations and system settings are required for operating the windream web portal pro after having completed the installation, how the settings can be checked and how they can be customized. Additional information on the installation and configuration of windream web portal pro can be found in the readme.html file in the windream web portal pro program directory. In the checklist at the end of this documentation, the requirements for operating the windream web portal pro have been summarized once again. Please check according to this list whether your system fulfills all requirements mentioned there, before you start the setup routine. The installation of windream web portal pro requires knowledge in the handling of Microsoft Windows NT and Microsoft Internet Information Server (IIS). Please cf. the respective information in the documentation provided by Microsoft.

6 2 windream web portal pro Server Installation Basics of the windream Webserver Installation windream web portal pro represents the web-based interface of windream DMS and allows access to the DMS via the Internet or via an Intranet with a common Browser. windream web portal pro offers controllable access to the document storage of windream over an authentication requested on logon. Each user must be equipped with a valid windream user account with which he can logon to the windream web portal pro. In order to get access to the DMS and to the documents stored in it, users must additionally be equipped with the respective user rights. These rights (no right, right of reading, full access right) are determined in the user and group administration of the windream Management Console (WMC). In order to be able to work with windream web portal pro, a windream Webserver must be installed, which is to be configured and administered via Microsoft Internet Information Server as virtual Webserver or via Web Sharing. windream Webserver can either be installed on the windream Server or on a separate computer (Webserver). On reasons of scalability, we recommend to install it on a separate Webserver. windream web portal pro does not require any other windream components on a connected workstation computer. In any case, the installation of the windream Webserver requires a previous installation of the windream Server or the windream Client including the additionally required components. If the Webserver is installed as a separate Server (no windream Server), the windream Client program must have been installed before. This will ensure that the required components of the windream system environment are available. The services need not be started. Installation on Windows 2000 Server If the Webserver is installed on a Windows 2000 Server (including Service Pack 2 or higher), other additional Software components need not be installed before installing the windream Webserver. Installation on Windows NT 4.0 Server If the Webserver is installed on an NT 4.0 Server (including service pack 6a or higher), Microsoft Internet Information Server 4.0 (IIS) and Microsoft Transaction Server 4.0 (with Microsoft Option Pack 4.0) must additionally be installed before the windream Webserver setup is executed. During the installation of windream Server or windream Client as well as Microsoft Option Pack 4.0, the components Microsoft ADO and the Microsoft Management Console will be installed. The current versions of these components are required for the operation of windream, which will be installed with the windream installation. Thus, the installation of Microsoft Option Pack 4.0 should be executed

7 windream web portal pro Server Installation 3 before the installation of windream. If this is not possible, as windream is already available on the target system, ensure that a refresh of the components Microsoft ADO and Microsoft Management Console will be executed after the installation of Microsoft Option Pack 4.0. Order of installation steps The following order of installation steps is valid: 1. Microsoft Option Pack 4.0 (for Windows NT only); 2. windream Server or windream Client (depending on the fact whether windream web portal pro shall be installed on the windream Server or on a separate computer); 3. windream Webserver. The installation programs for the above mentioned applications including the respectively needed components can be found on the installation CD, which you have received from your windream partner (only valid for item 2 and 3). More detailed information on the hardware and software requirements can be found in chapter "System Requirements". All Server installations and configurations must be executed by a user who is equipped with local administrator rights, as services will be installed and local user accounts and groups must be created. Note: The installation of a windream Server and a windream Client on the same computer is not supported. System Requirements windream web portal pro can either be installed on the windream Server or on a separate computer (Webserver). On reasons of scalability and security, we recommend to install it on a separate Webserver. The system requirements will be listed now. System Architecture Basically, all system architectures are supported which are also valid for the operation of windream. The following examples describe possible system architectures: windream Server has been installed on a Primary Domain Controller (PDC) and the Webserver is installed on this computer (case 1).

8 4 windream web portal pro Server Installation windream Server is installed on a Primary Domain Controller (PDC) and the Webserver will be installed on another computer which is logged-in to this domain (case 2). windream Server is installed on an NT-Server, and this one is logged-in to a domain. The Webserver will either be installed on the windream Server or on another computer which is also logged-in to the domain (case 3). windream Server is installed on a Standalone Server. The Server is not a Primary Domain Controller, and there is no Primary Domain Controller available for the net segment. The Webserver will also be installed on this computer (case 4). windream Server is installed on a Standalone Server. The Server is not a Primary Domain Controller, and no Primary Domain Controller is available for the net segment. The Webserver will be installed on another computer (case 5). Note: An installation of the windream Webserver on a BDC (Backup Domain Controller) is not supported. An installation of the windream Webserver on a PDC (Primary Domain Controller) is not recommended. Further notes can be found in the documentation named "windream Server Installation", topics "Client Server System Architecture" and "windream Common User Configuration". Hardware Requirements for windream web portal pro (Webserver) The hardware requirements must be fulfilled before installing windream web portal pro, which are valid for the windream Server or for the windream Client (depending on the fact whether the Webserver will be installed on the windream Server or on a separate computer). Note: As the windream Webserver is installed on another computer, on which either the windream Server or the windream Client has been installed before, the hardware requirements must be fulfilled which are required for the installation of the windream Server or Client. Additionally, the requirements must be fulfilled which are required for the installation of the required software (for example installation of Microsoft Option Pack 4.0 under Windows NT). Generally, you will have to ensure that enough system resources are available according to the present system architecture, the system requirements and the required storage (for example RAM and hard disk capacity).

9 windream web portal pro Server Installation 5 In order to improve performance, we recommend to use computers with several processors. Further information on system requirements for the windream Server and the windream Client can be found in the documentations "windream Server Installation" and "windream Client Installation", see topic "System Requirements". Software Requirements for windream web portal pro (Webserver) Depending on the fact whether the Webserver will be installed on the windream Server or on a separate computer, different software requirements must be fulfilled. The requirements for the installation of the windream Webserver will be described now. Note: As the windream Webserver will be installed on a computer, on which either the windream Server or the windream Client has already been installed, the software requirements must be fulfilled which are needed for the installation of windream Server or Client. Further information on system requirements for the windream Server and the windream Client can be found in the documentations "windream Server Installation" and "windream Client Installation", see topic "System Requirements". windream Webserver on the windream Server windream Server must be installed. Internet Explorer version 5.01 or higher must be installed Windows NT 4.0 Microsoft Windows NT Server Service Pack 6a or must be installed. Microsoft Option Pack 4.0 (Internet Information Server 4.0 and Microsoft Transaction Server 4.0) must be installed. Note: During the installation of windream Server as well as Microsoft Option Pack 4.0, the additional components Microsoft ADO and Microsoft Management Console will be installed. The current versions of these components are required for the operation of windream, which will be installed during the windream setup.

10 6 windream web portal pro Server Installation Windows 2000 Microsoft Windows 2000 Server Service Pack 2 or higher must be installed. windream Webserver on a separate computer Microsoft Windows NT Server 4.0 with service pack 6a or higher must be installed, or Microsoft Windows 2000 Server with service pack 2 or higher must be installed Internet Explorer version 5.01 or higher must be installed. windream Client must be installed (need not be started, which means that the automatic start can be disabled. The windream Client is required for the windream environment. A user need not be logged-in for the operation of windream web portal pro). Windows NT 4.0 only: Microsoft Option Pack 4.0 (Internet Information Server 4.0 and Microsoft Transaction Server 4.0) must be installed. Note: During the installation of windream Server as well as Microsoft Option Pack 4.0, the additional components Microsoft ADO and Microsoft Management Console will be installed. The current versions of these components are required for the operation of windream, which will be installed during the windream setup. Notes on security A number of items is listed now which should be considered for a safe operation of windream web portal pro. Detailed information can be found in the topics of the documentations on the Browser used, for example Microsoft Internet Information Server and in file readme.htm in the windream web portal pro program directory. Do not install windream web portal on a PDC. Install windream web portal pro on an NTFS drive. If possible, install windream web portal pro on a separate Server behind a firewall (not on the windream Server and outside a domain). If possible, do not use Autologins. Set the rule for account lock on invalid logon attempts to a value between 3 and 5. Use Secure Socket Layer (SSL).

11 windream web portal pro Server Installation 7 Do not change the preset security settings for directories of windream web portal (see also "w2p2 Server" and item "Configuration IIS" in file readme.htm). windream web portal pro requires Cookies and Scripting. We recommend not to generally enable these properties in the security settings, but to realize them via trusted sites. Software Requirements for the windream Webclient The following software requirements must be fulfilled for the windream Webclient: Internet Explorer version 5.5 or higher, or Netscape Navigator version 7.0 or higher must be installed, or Opera version 6.04 or higher must be installed. Browser Settings Specific Browser settings will not be required. The Browser used must accept Cookies and support Javascript and Frames.

12 8 windream web portal pro Server Installation Additional Requirements Additional requirements will be explained now which must be fulfilled before installing windream web portal pro. windream web portal pro as Webserver or Web Sharing During Setup, you determine whether the Webserver for windream web portal pro shall be installed as separate Webserver or as Web Sharing with an existing Webserver (Standard Website). In order to achieve this, the type of installation executed must be determined. If necessary, this has to be made before executing the setup (for example by an administrator). Depending on this, the following additional information must be available: Webserver Web Sharing In this case, the name and the port number for the Webserver to be configured must be available. The Webserver will be cnfigured according to these entries during the setup. In this case, the name must be available with which the Web Sharing shall be configured in the setup. Note: You will have to consider that web sharings use a common port and cannot be started or closed separately. The result is that, when starting or closing the Webserver for launching or terminating the windream Webserver (for example during an update installation), further web sharings which have only be configured on the default Server will also be started or closed. User for windream web portal pro Impersonification The required user and group configuration necessary for installation and operation of windream web portal pro will be executed by setup on the local computer. A user account which is accessible on the windream Server must be configured for impersonification. The name and the password for this user must either be determined before the installation (for example by an administrator), or it will be selected during the setup. Depending on the current system architecure, you will have to determine (before the installation) where the user account for impersonification shall be created in order to make the user account accessible on the windream Server. If this requires configurations on other Servers (for example creating the user account on a PDC), you will have to make these settings manually before starting the setup routine. Setup will only make the configurations on the local computer (Webserver). Possible configurations are for example:

13 windream web portal pro Server Installation 9 windream Server and Webserver are installed on a computer which is logged in to a domain. Then, the user account can either be created on the PDC or locally on the windream Server. windream Server is installed on a computer which is logged in to a domain. The Webserver is installed on a separate computer which is also logged in to the domain. Then, the user account can either be created on the PDC or on both Servers (windream Server and Webserver) locally. windream Server is installed on a standalone Server (no PDC). A Primary Domain Controller for the network segment is not available and configured. The Webservwer is either installed on this computer,too, or on a separate computer. Then, the user account is either created on the windream Server or on both Servers (windream Server and Webserver) locally. Note: Setup displays a dialog box for configuring and creating the impersonification user. the user account for impersonification will be created by Setup on the local computer according to the information entered here. The user account will only be created newly, if it has not been available so far and if data cannot be received from a PDC. Please cf. further information on group and user configuration in chapter "Configuration of User Account for Impersonification" page 10 f. DCOM configuration for the user account for impersonification Additionally, the configured user account for impersonification must be equipped with access to the windream Server (windream DMS- Service) via DCOM. This can either be achieved by assigning the user to the group of all windream users (this will assign the required DCOM access rights implicitly) or by an explicit assignment of access rights in the DCOM configuration on the windream Server. IP Address of the Webserver The IP address of the computer on which windream web portal pro will be installed and which is to be entered during the setup routine must be known.

14 10 windream web portal pro Server Installation Configuration of user account for impersonification A user account for impersonification is needed to access windream web portal pro (Webserver) over the Internet Information Server from a connected workstation computer (Webclient). Over this user, a controlled access to the windream document storage is possible, if the previous authentication on logon from a workstation has been successful. In order to be able to execute this impsersonification on the windream Server, this user account must be created on the windream Server, depending on the available system architecture of the windream Server and / or the Domain. Additionally, further configurations in the user and group administration on the Servers might become necessary (for example assignment of the user to a windream group). If the windream Server and the Webserver are installed on one computer, the account for the impersonification user can always be created locally, independent of the fact whether the Server is logged in to a domain or not. If the user data shall be received from the Primary Domain Controller (PDC), the user account must be created on the PDC before installing the Webser ver on the PDC. This will not be executed by the Setup routine automatically. During the Setup, exactly this user identification will be entered for the user impersonification. If the windream Webserver is not installed on the windream Server and if no domain is configured for the net segment, the impersonification user account must be created with the same name and password as on the computer on which windream web portal pro is installed. This will not be executed by Setup automatically. In case that configurations should become necessary on other Servers like the Webserver, you will have to make these settings manually, before executing the Setup. Setup will only make the configurations on the local computer (Webserver). All actions concerning the configuration of the required user accounts and group assignments will be executed over the user and group administration of Windows NT on the respective computers (concerning windream Server, windream Webserver and Domain Controller). All configurations which are not automatically executed by Setup must be executed by a user who is equipped with local administrator rights and should be done before the installation of windream web portal pro. In the following, we will describe possible configurations and present examples that explain the settings to be made for creating the user account.

15 windream web portal pro Server Installation 11 Case 1 Case 2 windream Server is a PDC and the windream Webserver is installed on the PDC. A local user account has to be created for the impersonification user and has to be assigned to the windream group for all windream users (default is windream User). In this case, the operations for configuring the user impersonification account will be executed by setup. Setup uses the data entered during the installation, concerning the user configuration for impersonification. Additional configurations before and after the installation are not required. windream Server is a PDC and the windream Webserver is installed on a computer (Webserver) which is member of this Domain, and the user data will be received from the PDC. A local user account must be created for the impersonification user on the windream Server (Domain user), and must be assigned to the windream group of all windream users. Note: Creating the user account on the windream Server (PDC) and the assignment of the user to the windream group will in this case not be executed by Setup. You will have to make these configurations manually before executing the Setup. Case 3 On the Webserver, you enter this user authentication (during the installation) in the dialog of the user account configuration (see chapter "Creating user account", p. 17). In the dialog for configuring the user group, you enter the authentication of the windream user group. Further configurations before or after the Setup are not required. The windream Server is installed on an NT Server and this Server is logged-in at a domain. The Webserver is either installed on the windream Server or on another computer which is also member of the Domain (see chapter "System Architecture", page 3 f.). User data is administered on the PDC or can be received from the PDC. For the user impersonification, a local user account is to be created on the Domain Controller. This user must be assigned to the local windream group for all windream users on the windream Server (default: windream User). Note: Creating the user account on the PDC and the assignment of the user to the windream group on the windream Server will not be executed by Setup in this case. You will have to make the settings manually, before starting the Setup routine. On the Webserver, you enter this user identification in the dialog of the user configuration during the installation (see chapter "Create user account", p. 17).

16 12 windream web portal pro Server Installation In the dialog of the user group settings, you enter the ID of the windream user group. Further configurations are not required. Note: If the windream Server and the Webserver are installed on a computer which is logged in to a domain, you can either configure the user account on the PDC, or you can configure the user account locally on the windream Server / Webserver via setup. If the windream Server and the Webserver are installed on different computers which are both logged in to a domain, you can either configure the user account on the PDC or on both Servers locally. Case 4 Case 5 windream Server is installed on a standalone Server and the windream Webserver will be installed on this Server (see topic chapter "System Architecture", page 3 f.). For the user impersonification, a local user account is to be created on the windream Server and must be assigned to the windream group of all windream users (default: windream Users). These operations will be executed by Setup. Setup uses the data of the user configuration entered during the installation and the the windream user group (see topic chapter "Create User Accounts", page 17 f.). Additional configurations before or after the setup are not required. windream Server is installed on a standalone Server and the windream Webserver will be installed on a separate computer (windream Webserver) (see chapter "System Architecture", page 3 f.). For the user impersonification, a local user account has to be created on the windream Server and has to be assigned to the windream group of all windream users (default: windream users). Note: These operations will not be executed by Setup. You will have to execute the configuration manually, before starting the setup routine. A local user account has to be created on the Webserver for the user impersonification with the same name and password like on the windream Server. This will be executed by Setup. Setup uses the data of the user impersonification which has been entered during the installation (see chapter "Create User Account", page 17 f.). In the dialog for configuring the the user group, you enter the ID of the windream user group. Further configurations before or after running Setup are not necessary.

17 windream web portal pro Server Installation 13 How to execute the required user and group configuration on the windream Server In order to create the account for the impersonification user and to assign it to the windream group, you switch to the Windows NT user administration on the windream Server. Create a local user account for the impersonification on the windream Server (Windows NT user). This account must be configured as a local user account and must then be added to the windream group of all windream users (deafult: windream user). The designator for the user account can be chosen freely (default: w2pimp). Ensure that the user is created with the same user identification as on that computer on which windream web portal pro is installed. Note: The password for the user account for impersonification may not be longer than 14 characters. How to execute the required user and group configuration on a Domain Controller In order to create the account for the impersonification user, you switch to the Windows NT user administration on the Domain Controller. Create a local user account for the impersonification on the windream Server (Domain user). The designator for the user account can freely be chosen (default: w2pimp). Ensure that the user is created with the same user identification which has been used on the windream Server and / or the computer on which windream web portal pro is installed. Note: The password for the user account may not be longer than 14 characters.

18 14 windream web portal pro Server Installation Install windream web portal pro (Call Setup) Before starting the installation of windream Webserver (setup.exe), please check whether all aspects mentioned so far are fulfilled. After the launch of the setup program, the setup assistant will guide you through the installation steps. Follow the instructions in the respective dialog boxes. Software License Agreement Please read the Software License Agreement. You accept the agreement by installing the windream Webserver. Information on System Requirements Here, the necessary system requirements will be listed once again. Installed Components Setup checks whether the required components are available on the target system. The result of this check will be displayed in a dialog box. In case Setup should recognize that some components are missing or that the components installed are not up to date, Setup cannot proceed. Then, you will have to cancel at this point and reinstall the respective components. After that, Setup must be started again. IP Address In dialog box IP Address, you enter the IP address of the computer on which you want to install windream web portal pro. Setup will detect the address and display it. In this case you can apply the informstion displayed and proceed with the setup routine. If several network cards are available, you will have to check whether the IP address detected by Setup is the correct one to be used. If Setup should be unable to detect the IP address (for example in a DHCP configuration), a respective error message will be displayed. Then, the Setup routine will be cancelled. If the valid IP address of the local computer is unknown, you can detect it using the ipconfig program. Open an MS-DOS window (command Start>Programs>MS- DOS-prompt)and enter ipconfig in the command line.

19 windream web portal pro Server Installation 15 Setup Type After that, you choose between the installation of a virtual Webserver and the Web Sharing under a Webserver which has already been installed. Webserver Web Sharing Select this option to install a virtual Webserver. With this option, a Webserver will be created in the Microsoft Internet Information Server (IIS) by Setup. This Server will be configured with a separate port (default: 81), over which the windream Webserver will be accessed from a Web Client. If necessary, the system architecture must be configured respectively then, so that the port number used will be released. You determine the port number to be used in the following dialog box for the configuration of the windream Webserver. The Webserver can be started or closed independently over IIS from other Webservers or Web Sharings, which have been configured with the standard Web Browser (default Website). Please read further notes in the documentation referring to the Internet Information Server by Microsoft. Select this option to install windream Webserver as Web Sharing. Then, a Web Sharing will be created under the default Website in Microsoft Internet Information Server (IIS). The name Default Website designates the Webserver which is installed per default when IIS is installed. It is not necessary to configure another port number for a Web Sharing under the default Website. As default, this Webserver is addressed via Port 80. The windream Server is accessed from a Webclient over this port. Thus, possible further Web Sharings will be released on the default Webserver, too. A Web Sharing can only be started and closed over the Webserver on which the Sharing has been configured (here: Default Website). This may lead to the fact that other Web Sharings which are installed on the Webserver will also be started or terminated, if the windream Webserver respectively the default Webserver is shut down. Further notes can be found in the documentation concerning the Internet Information Server by Microsoft. Webserver Settings In the dialog box Webserver Settings you enter the data for the configuration of the Webserver. Depending on the previously selected Setup type (Webserver or Web Sharing) different settings will be made. Webserver Settings for Webserver Enter the name for the virtual Webserver in the respective field (default w2p2). You can apply the presetting or determine another name. The Webserver will be created with this name in Microsoft Internet Information Server (IIS).

20 16 windream web portal pro Server Installation The name Default Website cannot be used, as this will be used as default by the system. In the field Port, you apply the determined port number, under which windream shall be accessed from a Web Client (default 81). If another port number shall be used, you must change the presetting respectively. It is not possible to use port number 80, as this will be used per default by the system. Note: Ensure that the port number entered has not been occupied by another service yet. The settings made at this point will be used for launching the windream web portal pro on a Web Client: <Server Name>:<Port Number> or <IP address>:<port Number>. Additional notes can be found in the documentation of Internet Information Server by Microsoft. Webserver Settings for Web Sharing In the field Name, you enter the name for the Web Sharing to be created (default w2p2). With this name, the Web Sharing will be created under the Default Website in Microsoft Internet Information Server (IIS). The entry of a port number is not required, as - during the installation of the Web Sharing - the port number of the default Website (Webserver being installed as default by IIS) will be used for the access from a Web Client (default: 80). The entries made at this point will be used for calling windream web portal pro on a Web Client: <Server Name of the Default Website>/<Web Sharing Name> or <IP address>:80. Further information can be found in the documentation referring the Internet Information Server by Microsoft.

21 windream web portal pro Server Installation 17 Select Destination Folder (Target) In the dialog box named Select Destination Folder, you determine the target folder for the installation of windream web portal pro. Create User Account In this dialog box, you enter the data for the configuration and creation of the user account for the impersonification. With this data, the user account will be created on the computer on which windream web portal pro is installed. The user account will only be created newly, if it has not been existing so far and / or if the user data cannot be received from a PDC. The creation of the user account is executed over the user and group administration of Windows NT. User Identification In the fields Name, Password and Confirm Password, you enter the data for the user identification, under which Setup shall create an account for the impersonification user. The field Name is preset with a default designator for the account to be created (w2pimp). The name and the password must match to the user data which you have previously used during the creation of the user account on the windream Server or the Domain. In case the computer on which you install windream web portal pro is member of a Doamin, the name of the Domain (for example MYDOMAIN) must be entered, too. Enter the name of the user as follows: Domain Designator\User Name for example: MYDOMAIN\w2pImp. Additionally, the user must be configured on the respective Domain Controller with the same name and password. Then, he will be selectable for example under <MYDOMAIN>\w2pImp in the user lists of the application Server. Note: The password of the user account for impersonification may not be longer than 14 characters. If additional configurations should become necessary on other Servers than onthe Webserver, (for example creating the user account on a PDC), you will have to execute these settings manually. Setup will only make configurations on the local computer (Webserver).

22 18 windream web portal pro Server Installation windream user group The user for impersonification must get access to the windream Server via DCOM. This can either be achieved by assigning the user to the group of all windream users or by explicitly assigning the access rights in the DCOM configuration on the windream Server. Enter the designator of the windream group of all windream users here to assign the impersonification user to the group (default: windream users). The impersonification user will be entered as a member of this group. This assignment will only be made by Setup, if windream web portal pro is installed on the windream Server (possibly existing assignments will not be changed). Note: The impersonification user may not be configured as a w2p2-user, meaning no access rights for windream web portal pro will be assigned to him in the windream Management Console. If you want the impersonification user not to be shown in the windream group, you do not enter any group at all. After having completed Setup, you will have to assign the access rights for the impersonification user in the DCOM configuration of the windream Server (see also chapter "Assigning access to the windream DMS- Service for the impersonification user account". Start Copying Process Please carefully check your entries once again before starting the Setup process. Message Setup will display a message to inform you that a respective user account must be created after the installation for the configured impersonification user on the windream Server, and that this user must be assigned to the windream group named windream User (group of all windream users). However, this message will only be displayed, if these actions could not be executed by Setup due to the specific system architecture (see also chapter "System Architecture", page 3 f.). The message will always display the URL under which you can address the Webserver of windream web portal pro. Setup Complete After having completed the installation, you must reboot your computer.

23 windream web portal pro Server Installation 19 Note: After having rebooted your computer, you should once again log in with the user identification which had also been used for executing the Setup routine.

24 20 windream web portal pro Server Installation Check Installation It is possible to check the installation procedure according to protocol files. Further information on the installation and configuration of windream web portal pro can be found in the readme.html file in the windream web prtal pro program directory. Logfile on Installation Setup writes a logfile in which the installation procedure and possible errors are logged. This file will be created in the local <WINDOWS_NT> directory under filename w2p2inst.log. (File might possibly be created under C:). For possible error solution we recommend to save this file.

25 windream web portal pro Server Installation 21 After Installation After the installation, you might possibly execute additional configurations (depending on the respective system architecture) in the user and group administration on the Servers (windream Server, Domain Controller and Webserver). This will only have to be done if the respective settings have not yet been executed automatically by Setup or before the installation. If the impersonification user has not been entered as a member of the windream group, you will have assign the DCOM access for the user manually on the windream Server (windream DMS-Service). If necessary, check over the Windows NT user administration on the windream Server, whether the windream mainuser (default: windream Mainuser) is equipped with the operating system rights Bypass Traverse Checking and Act as part of the operating system. After that you can call windream web portal pro from a local computer or from a connected Client and access the DMS. User and Group Configuration The following settings for the configuration of the impersonification user (default: w2pimp) must possibly be executed after the installation. We urgently recommend to execute all configurations which are not executed automatically by Setup before the installation. Create account for impersonification user Depending on the respective system architecture, you will have to execute different actions for creating the user account for the impersonification (siehe also chapter "Create User Account for Impersonification", page 10 f.). Assigning access to the windream DMS-Service for impersonification user account The impersonification user must have access to the windream DMS- Service via DCOM. These access permissions are determined in the DCOM configurations. Note: The DCOM-configurations described below will be executed automatically, if the user has been entered as a member of the windream group of all windream users. These settings must only be made amnually, if the user is not memebr of the group.

26 22 windream web portal pro Server Installation How to determine the DCOM-configuration 1. Click Start in the Windows Start-menu. 2. Enter dcomcnfg in the input field and click OK. 3. Select entry windream DMS-Service from the applications list. 4. Open the properties of the windream DMS-Service with a double click or via the Properties button. 5. Switch to the Security tab page. 6. On this tab page, select the option for using the user-defined access rights. 7. Click Edit to open the dialog box of the permissions for the registering value. 8. Click Add to open the dialog box for adding users and user groups. 9. Select the name of the Server on which the windream Services have been installed from dropdown list Names. 10. Form the list of names, select the entry of the impersonification user (default: w2p2imp). 11. Click Add. 12. Ensure that the entry for allowing access is enabled in the dropdown listbox for selecting the type of access. 13. Click OK to apply the settings and to close the dialog box. 14. Click OK to assign the access rights to the group and to close the dialog box. Operating system rights for windream Mainuser The windream Mainuser must be equipped with the NT-right Bypass Traverse Checking on the windream Server. As default, this right is assigned to each user. If this is not the case, you will have to assign the right for the windream Mainuser. Additionally, the windream mainuser must have been equipped with the right to act as part of the operating system. Note: Setup for windream Server will create the windream Mainuser according to the data entered during the installation of the windream Server automatically and will also assign the necessary windream rights required for operation. Start windream web portal pro In order to start windream web portal pro, you start your Internet Browser on the local computer or on a connected Client. Enter one of the following URLs, which depend on the type of Setup you executed: Webserver http: //<Webserver Name>:<Port Number> for example:

27 windream web portal pro Server Installation 23 Web Sharing or address>:<port number> for example: :81. http: //<Server Name of Default Website>:<Port Number> for example: website/w2p2 or address>:80 for example :80.

28 24 windream web portal pro Server Installation Update-Installation the Webserver must be closed before executing an update-installation. Additionally, ensure that there will be no remote access to the windream Webserver during the update. In order to execute an update installation of the Webserver, you launch the windream web portal pro Setup from the installation CD (setup.exe). Starting Setup Start the Setup program from the CD and follow the instructions. Security question before executing the update If Setup is started on an existing installation, a security message will be displayed first. You will be asked whether an update of the existing version shall be executed. Confirm this question with Yes. Start copying process Please check all entries once again. Then, start the copying process to update the Webserver. Message Setup will display a message which informs you that the update has been executed successfully. Additionally, the URL will be edited in the message under which you can access the Webserver of windream web portal pro. Update complete After having completed the update, you can view the diagnosis file. This file will be created in the local <WINDOWS_NT> directory and is named w2p2inst.log.

29 windream web portal pro Server Installation 25 Uninstallation The uninstallation of windream web portal pro is executed via the Windows Control Panel. The Webserver must be closed before starting the uninstall process. During the uninstallation, Setup will first close the wmohtml service. The account of the impersonification user (default: w2pimp) will be removed from the NT user administration by Setup after you have confirmed a respective message. Note: You must ensure that there is no remote access to the windream Webserver during the uninstallation. How to uninstall windream web portal pro (windream Webserver) 1. Open dialog box Properties of Software using command Settings>Control Panel>Software from the Windows Start menu. 2. Select entry windream web portal pro. 3. Enable command button Add/Remove to uninstall windream web portal pro. 4. Optionally, enable the Details button to check whether some of the components could not be removed. It might be useful to cut and paste the list to a textfile for being able to check after a reboot, whether these files were removed. 5. After that, reboot your computer.

30 26 windream web portal pro Server Installation Checklist Before starting the installation, please carefully check whether the following system requirements are fulfilled: 1. Supported System Architectures Yes No Unknown 1.1 One of the following system architectures is available: A Primary Domain Controller (PDC) is available and windream Server and windream Webserver will be installed on the PDC; or A Primary Domain Controller (PDC) is available and windream Server is installed on the PDC. The Webserver will be installed on a computer that is member of the Domain; or windream Server is installed on an NT Server which is loggedin to a Domain, and the Webserver will be installed on this or on a further NT computer which is also member of the Domain; or windream Server is installed on an NT Server (no PDC available) and the Webserver will be installed on this computer; or windream Server is installed on an NT Server (no PDC available) and the Webserver will be installed on a separate NT Server. 2. Software Requirements for windream web portal pro (Webserver) 2.1 windream web portal pro on windream Server windream Server is installed Internet Explorer 5.01 is installed (for display of document properties) Windows NT 4.0 only: Microsoft Option Pack 4.0 (Internet Information Server 4.0 and Microsoft Transaction Server 4.0) is installed. 2.2 windream web portal pro not on windream Server Microsoft Windows 2000 Server with Service Pack 2 (or higher) or Microsoft Windows NT Server 4.0 with Service Pack 6a (or higher) is installed windream Client is installed Internet Explorer 5.01 is installed Windows NT 4.0 only: Microsoft Option Pack 4.0 (Internet Information Server 4.0 and Microsoft Transaction Server 4.0) is installed. Yes No Unknown

31 windream web portal pro Server Installation Further Requirements for the Installation of windream web portal pro 3.1 General windream web portal pro will be installed as Webserver. Name and port number for the Webserver to be configured are known windream web portal pro will be installed as Web Sharing. Name for the Web Sharing to be created is known. 3.2 Only, if items or are true: The user account for impersonification must be configured on the Domain Controller with the same name and password as on the windream Server The impersonification user must be assigned to the local windream group of all windream users on the windream Server. 3.3 Only, if item is true: The user account for impersonification must be created with the same name and password on the windream Server as on the Webserver The impersonification user must be assigned to the local windream group of all windream users on the windream Server(default: windream Users). 3.4 windream Users and Groups Name and password of the impersonification user has been determined or is known. 3.5 IP Address of Webserver IP Address of the computer on which windream web portal pro will be installed is known. Yes No Unknown

32 28 windream web portal pro Server Installation 4. System Requirements for windream web portal pro (Web Client) 4.1 Requirements Client computer The requirements must be fulfilled which are valid for the installation and the operation of one of the following Browsers. (The Browsers used must accept Cookies, Javascript and Frames): Internet-Explorer version 5.5 or higher is installed or Netscape Navigator version 7.0 or higher is installed or Opera version 6.04 or higher is installed. Only start the installation if all requirements are fulfilled. Yes No Unknown

33 Index 29 Index B Basics Installation of windream web portal pro 2 C Call Webserver Setup 14 Check Installation 20 Complete Setup 19 Copying Process Start 18 Create Impersonification User, Account 21 windream Groups 17 windream Main User 17 windream User 17 D DCOM Configuration DMS-Service 21 Destination Folder Select 17 DMS-Service DCOM configuration 21 I Impersonification User Account Create 21 Information 14 Installation Basics 2 Check 20 Requirements 3, 8 System Requirements 3 windream web portal pro 1 Installation Steps 2 IP Address 14 L Logfile 20 R Required Components 14 Requirements Installation of windream Webserver 3 Installation windream Server 8 Right Bypass Traverse Checking windream Mainuser 22 S Server Setup User / Group Configuration 17 User/Group Configuration 17 Setup Type 15 Web Sharing 15 Webserver 15 Software License Agreement 14 Start Webserver Setup 14 windream web portal pro 22 System Architecture 3 System Requirements Installation windream Webserver 3 windream Webclient 7 windream Webserver 4, 5 U Uninstallation windream web portal pro 25 Update Complete 24 Copying process 24 Start 24 Update-Installation 24 User / Group Configuration 17 W Web Sharing 15 Webserver 15 Webserver Settings 15 Webserver Setup Call 14 Complete 19, 24 Copying process 24 Copying Process, start 18 Information 14 IP Address 14 Required Components 14 Select Components 15 Select Destination Folder 17 Setup Type 15 Software License Agreement 14 Start 14 Webserver Settings 15 windream user group 18