To expedite any troubleshooting support, we require you to complete a table at the end of each section and throughout this document.

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2 W Welcome to the Installation Guide for PMAPS WebPro. This document outlines the steps required to successfully install this web based software on your local servers. This installation requires a working knowledge of IIS, SQL Server and Windows 2003/2008 Server. To expedite any troubleshooting support, we require you to complete a table at the end of each section and throughout this document. Section Assigned To: Comments: Date Completed: Fill in the columns: Assigned To: Comments: Date Completed: Name of the person responsible for that section of the installation Any notes or comments that will be helpful for troubleshooting Date the task is completed. Any disclosure, photocopying, distribution or use of the contents of this manual without the written consent of Proposal Software, Inc is prohibited. Copyright laws protect this documentation. PMAPS WebPro Installation Guide 1

3 NOTE: This install may require frequent reboots. Do not start installing unless you are sure you will be able to reboot the machines as needed. Section Assigned To: Comments: Date Completed: Reboot Server PMAPS WebPro Workflow PMAPS WebPro Installation Guide 2

4 PMAPS WebPro Network Diagram PMAPS WebPro Installation Guide 3

5 Prerequisites Before beginning this installation you must make sure that all prerequisite items are configured. Please refer to the document PMAPS WebPro Installed Technical Checklist. If you are installing on Windows 2008 server and using SQL 2005 make sure to have the latest MSSQL SP3 release from Microsoft. This document uses the Ref column from the PMAPS WebPro Installed Technical Checklist to help reference appropriate settings and will be displayed where applicable by (Ref: xx). Ref Requirements Details Value D1 Server Name Where ZIP Files are stored Where are original files stored Verified By Section Assigned To: Comments: Date Completed: Prerequisites Checklist PMAPS WebPro Installation Guide 4

6 Download PMAPS WebPro Application Files 1. Create a folder where the PMAPS WebPro application files will be unzipped (Ref: D1/D2): Example: c:\pmaps WebPro\ 2. Download the latest zip files containing the PMAPS WebPro Application files and save them to this folder (Ref: D1/D2). Contact Proposal Software for link to software. 3. Unzip the application files to the folder (Ref: D1/D2) ConvertFoxPro Documents SQL Scripts SQL Database Web Folder Description Only needed if migrating from the Client/Server version of PMAPS. This folder and sub-folders are where WebPro will store the data files as no data files are embedded in the SQL table. This folder can reside on any file share with appropriate permissions for access. These are the SQL Scripts for reference only which create the WebPro SQL database. These do not need to be run as you will be restoring a.bak SQL database. Location of the SQL bak file to restore Folder containing the Web interface. This folder should be moved to the IIS server if running on a multiple server configuration. If you are running the IIS on a separate server from the SQL, copy the Web subfolder and all its contents to the IIS server as this is the Web interface (Ref: W18) Section Assigned To: Comments: Date Completed: Download Application Files PMAPS WebPro Installation Guide 5

7 Database Configuration 1. Open SQL Server Management Studio and login as the user who has been granted dbo rights to the database (Ref: S12) 2. Right click the Database folder and select Restore Database 3. Type in the field To Database the new database to create. In this example we are creating a new PMAPSWEBPRO_Clientname (Ref: S6) 4. Click the From device ellipse box 5. Locate the SQL.bak file and select it (Ref: D3) PMAPS WebPro Installation Guide 6

8 6. Manually change the location where you want to create the WebPro SQL Database (Ref: S1-S6 and S15) 7. Click OK to create the WebPro database Running Scripts (optional if not received.bak file) Locate the SQL Scripts sub-folder (Ref. D3) Open SQL Server Management Studio and login as the user who has been granted dbo rights to the database (Ref: S12). Run the scripts in order. Before running each one, review the notes at the top. Some of the scripts require custom changes before being run. If you run into any errors stop and troubleshoot (do not continue running scripts). 8. Create the SQL user and give them access to the WebPro database. Make them a data_owner (Ref: S13). Section Assigned To: Comments: Date Completed:.bak Restore PMAPS WebPro Installation Guide 7

9 9. (OPTIONAL) Assigning SuperAdmin: This top-most role is used to add new users to WebPro. You can assign multiple Administrators to this role. By default, the login user named Administrator is the only user who can add new users. a. Locate and open the table dbo.aspnet_users b. Select the user you want to assign the SuperAdmin role and copy the UserID value. c. Locate and open the table dbo.superadmins and paste the UserID into the field Section Assigned To: Comments: Date Completed: SuperAdmin PMAPS WebPro Installation Guide 8

10 10. Open Management Studio and browse to the ApplicationSetting table. Configure all options in this table referring to the Technical Checklist Document A1-A17. Section Assigned To: Comments: Date Completed: ApplicationSetting PMAPS WebPro Installation Guide 9

11 IIS Configuration 1. Make sure to turn off the Automatically adjust clock for daylight changes on all IIS servers. See corresponding Technical Check List for more information. 2. Create a new App Pool based on the domain/service account PMAPS_WebPro: (Ref: W17). (Make sure that this account is in the WW 3. Create a new Web Site in IIS and call it: PMAPS WebPro. PMAPS WebPro Installation Guide 10

12 4. Configure the directory to the web directory that you created. Note that this screen shot shows an example only (Ref: W18) PMAPS WebPro Installation Guide 11

13 5. Start up the web site. If there are any conflicts with ports, you must resolve them now. 6. Open the properties page of the website and set the default ASP.NET configuration to ASP.NET 2.0 PMAPS WebPro Installation Guide 12

14 7. Open the documents tab and set the default document to Login.aspx. If this value does not exist, add this and make it the top most option. You will also need Default.aspx but place that below the Login.aspx. 8. Open the home directory tab and ensure that Scripts Only is selected. Note that this screen shot shows an example only. PMAPS WebPro Installation Guide 13

15 9. Configure Directory Security authentication. Add the WebPro service account to the anonymous access. 10. Make sure to add the WebPro service account to the IIS_WPG and Web_system_accounts. Section Assigned To: Comments: Date Completed: IIS Configuration PMAPS WebPro Installation Guide 14

16 Website/SQL Connection Configuration 1. Modify the Web.config file in the directory of your web root. Modify the connection string property to use the server and instance name of your SQL Server. Also set the SQL Server account information for IIS to use the appropriate permissions. You may use a domain account (not a local account) or a SQL account. (Ref: S13). <connectionstrings> <add name="databaseconnectionstring" connectionstring="data Source=SERVERNAME\INSTANCENAME; Initial Catalog=DATABASENAME; Persist Security Info=True; User ID=SQLUSERNAME; Password=SQLPASSWORD; Application Name=PMAPS.WebPro" providername="system.data.sqlclient"/> </connectionstrings> Using Windows Authentication (no username or password). This Windows Domain Account must have db.owner access to the database as well as Modify permissions to the data folder. Make sure the App Pool account is configured for this security. <connectionstrings> <add name="databaseconnectionstring" connectionstring="data Source=SERVERNAME\INSTANCENAME; Initial Catalog=DATABASENAME; Persist Security Info=True; Integrated Security=SSPI; Application Name=PMAPS.WebPro" providername="system.data.sqlclient"/> </connectionstrings> Section Assigned To: Comments: Date Completed: SQL Connection PMAPS WebPro Installation Guide 15

17 Starting the Web Site 1. Open up a DOS window and run the following command to register ASP.NET. You may need administrative privileges to do this. This procedure will register the PMAPS database with the application server. C:\WINDOWS\Microsoft.NET\Framework\v \aspnet_regsql.exe For more information on this feature see: 2. Make sure the file noiseeng.txt is located in your DocumentCache folder (Ref: D3) 3. At this point you should be able to login to the website. Point your browser to the root of the web site (Ref W15) and login with the user you just created. Troubleshoot any login issues before proceed. By Default, the user name is: Administrator and the password is: administrator (lower case). Troubleshooting: Check the Application Pools and make sure the Classic.NET Application is started. Section Assigned To: Comments: Date Completed: Start Web Site PMAPS WebPro Installation Guide 16

18 Creating the Document Folder PMAPS WebPro does not store the data files in the SQL table. It uses the dbo.applicationsetting table to store the UNC path to the file share. The documents folder contains the data files that are referenced by the SQL tables. 1. Extract the Documents.zip file (Ref: D1/D2) to the appropriate file share. 2. The service account used for the application/iis server will need modify permissions to these folders. PMAPS WebPro Installation Guide 17

19 PMAPS Indexing Service Please refer to this document for Installing the PMAPS WebPro Indexer: WebPro Indexer Installation Guide.pdf Section Assigned To: Comments: Date Completed: Indexer WebPro Setup Installing the Client Viewer (Desktop Component) Please refer to this document for Installing the PMAPS WebPro webpro initial workstation setup.pdf Section Assigned To: Comments: Date Completed: Install Viewer PMAPS WebPro Installation Guide 18

20 Setting up SQL Server Reports using SSRS (SQL Server Reporting Services) - Optional This section describes the process for setting up the built-in reports using SQL Server Reporting Services. The following screens are an example for a WebPro database called Commercial. 1. Open your SSRS on the SQL server where the WebPro database is installed. Example: Type in a browser and click the Show Detail button. PMAPS WebPro Installation Guide 19

21 2. Click the New Folder button to upload reports for this Commercial database. PMAPS WebPro Installation Guide 20

22 3. Enter the Name of the folder: For example type the folder name as PMAPSWEBPRO_commercial for the commercial database and click OK. PMAPS WebPro Installation Guide 21

23 4. Click on the newly generated folder named PMAPSWEBPRO_commercial to create a data source for uploading the reports. PMAPS WebPro Installation Guide 22

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25 5. Add the following entries to create the new data source. a. Name of data source as PMAPSWEBPRO_commercial_DS b. Connection string as Data Source=SQLSERVER;Initial Catalog=PMAPSWEBPRO_commercial; c. Select Windows integrated security option. d. Press OK. PMAPS WebPro Installation Guide 24

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28 The above steps will help you create the PMAPSWEBPRO_commercial_DS in the PMAPSWEBPRO_commercial folder. You will now be required to upload all the canned reports in this folder and link each report with the newly created data source. For this you need to do the following; 6. Click Upload File. PMAPS WebPro Installation Guide 27

29 7. Browse to reports location and press OK. In the example below is the upload of the report named rptconsulting.rdl. PMAPS WebPro Installation Guide 28

30 You will now need to assign a data source to the report uploaded through the previous screen. For this do the following; 8. Click Edit in front of rptconsulting report PMAPS WebPro Installation Guide 29

31 You now need to assign the data source to the above report; 9. Click Data Source. PMAPS WebPro Installation Guide 30

32 10. Click Browse PMAPS WebPro Installation Guide 31

33 11. Select PMAPSWEBPRO_commercial_DS which is used for the database PMAPSWEBPRO_commercial and Press OK. PMAPS WebPro Installation Guide 32

34 12. Press Apply. PMAPS WebPro Installation Guide 33

35 13. Repeat the above process for the rest of the reports. Section Assigned To: Comments: Date Completed: Installed Built-in Reports (SSRS) PMAPS WebPro Installation Guide 34

36 Update the Web.config File on the IIS Server for SSRS 1. Go to the IIS Server where PMAPS WebPro is running: Example Web server and browse to the web folder \\servername\pmaps WebPro\Web 2. Open the web.config file and locate the <appsettings> tag: <add key="reportserverpath" value=" <add key="reportfolder" value="/ PMAPSWEBPRO/"/> The above two lines are used to setup ReportServerPath and ReportFolder for the WebPro database. Change the report server path to point to your SSRS process. Change the ReportFolder to the specific folder for the WebPro database. For example PMAPSWEBPRO_commercial. Section Assigned To: Comments: Date Completed: Update Web.Config for SSRS PMAPS WebPro Installation Guide 35

37 Converting PMAPS Client/Server FoxPro to PMAPS WebPro SQL These instructions are for current clients who are migrating from the PMAPS Client/Server version (MS VFP backend) to PMAPS WebPro (SQL backend). This option can be run multiple times as it updates any changes from the Client/Server version of PMAPS to WebPro. Example: If you edit documents in the Client/Server version after you have already completed this migration, you can re-run this utility and it will update only those records that have changed. 1. Create a sub-folder called \\servername\pmaps WebPro\convertfoxpro\PMAPS where you have unzipped the ConvertFoxPro folder. 2. Copy the complete root folder of the PMAPS Client/Server application along with the Word sub-folder to this new PMAPS folder. 3. Copy the file Webproconvert.exe from the root \ConvertFoxPro folder to this new folder \\servername\pmaps WebPro\convertfoxpro\pmaps and run it. If you receive an error that you need the Visual FoxPro library files please download and run this setup file on the server Open the \ConvertFoxPro folder. 5. Run the VFPOLEDBSetup.msi setup file to allow the ODBC connection. This only has to be run once, not every time you need to update the WebPro data. 6. Run the file \\servername\pmapswebpro\convertfoxpro\foxproconversion.exe Click the Settings menu in the upper left corner PMAPS WebPro Installation Guide 36

38 7. Replace the fields with the appropriate connection information. Replace Demo with the appropriate value: Setting Web Site: FoxPro Connection String: Old Folder Share SQL Connection String: Blank Proposal Location: Username: Encrypted Password: Indexed Directory Value URL where your PMAPS WebPro is located. If using a port number please add a backslash to the end of the value. Source=Location of PMAPS FoxPro dbf files Provider=VFPOLEDB.1;Data Source=D:\PMAPS WebPro\demo\PMAPS;Mode=Share Deny None;User ID=&quot;&quot;&quot;&quot;;Mask Password=False;Cache Authentication=False;Encrypt Password=False;Collating Sequence=MACHINE; Location of PMAPS FoxPro Word documents Taken directly from the web.config file for PMAPS WebPro Create a blank Word document and add the location to where it is located. This blank document is used as a placeholder for the RFP on the WebPro Dashboard. Use the Indexer Username: Use the Indexer encrypted password. LEAVE BLANK Example: PMAPS WebPro Installation Guide 37

39 8. Click the Start Conversion button in the upper right: 9. All users from the PMAPS Client/Server application will automatically be imported into PMAPS WebPro with a new default password from the config file: <setting name="defaultpassword" serializeas="string"> <value>p@ssw0rd</value> Section Assigned To: Comments: Date Completed: FoxPro Convert PMAPS WebPro Installation Guide 38

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