Salesware E-Commerce Installation Guide

Transcription

1 Salesware E-Commerce Installation Guide Version 4.2 Siriusware, Inc. 302 Camino de la Placita Taos, NM google.siriusware.com 1

2 Copyright Copyright 2013 Siriusware, Incorporated. All rights reserved. NOTICE: All information contained herein is the property of Siriusware, Incorporated. No part of this publication (whether in hardcopy or electronic form) may be reproduced or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written consent of Siriusware, Incorporated. The software, which includes information contained in any databases, described in this document is furnished under a license agreement and may be used or copied only in accordance with the terms of that agreement. This publication and the information herein is furnished AS IS, is subject to change without notice, and should not be construed as a commitment by Siriusware, Incorporated. Siriusware, Incorporated assumes no responsibility or liability for any errors or inaccuracies, makes no warranty of any kind (express, implied, or statutory) with respect to this publication, and expressly disclaims any and all warranties of merchantability, fitness for particular purposes, and non-infringement of third party rights. 2

3 E-Commerce Installation Guide SALESWARE E-COMMERCE INSTALLATION GUIDE... 1 COPYRIGHT... 2 E-COMMERCE INSTALLATION GUIDE... 3 INTRODUCTION... 4 PREREQUISITES TO INSTALLATION... 4 Hosting... 5 Basic hosting:... 5 Advanced hosting:... 6 INSTALLING THE CORE SERVER SOFTWARE... 6 INSTALLING WW.DLL... 6 To install ww.dll:... 6 INSTALLING THE DEFAULT WEB PAGES ON WINDOWS SERVER To install the default pages on Windows Server 2008:... 8 INSTALLING WWSERVICE ON WINDOWS SERVER 2008 (APPLIES TO 2008 ONLY) To install wwservice on Windows Server 2008: CONFIGURATION INSTALLING SALES HOST UTILITY Recommended standard setup for Sales Host system: CONFIGURE THE SALES HOST UTILITY

4 Introduction E-Commerce module can be installed on Windows Server When installed on Windows Server 2008, IIS version 7 is used. Installation of IIS is part of the installation of the operating system. Installation of IIS 7 requires you to select certain options so that the installation works with Salesware E-Commerce module. Each of the sections of these installation steps is labeled as one of three types: Sections that provide installation instructions common to installing E-Commerce module on Windows Server 2008 Sections that provide installation instructions specific to installing E-Commerce module on Windows Server 2008 Prerequisites to installation Verify that SalesEZ application for Pool Service has been installed at your site. Identify an E-Commerce computer on your network, preferably a server computer, running Windows Server 2008 or This computer must be able to be connected to the SiriusSQL server data, preferably be located in the server room and must be accessible through Terminal Services, VNC or some other remote access software and have IIS, Microsoft.NET Framework 4.0 and ASP.NET installed before your scheduled installation. Identify one or more computers that are connected to the network that can serve as E-Commerce salespoints. ProtoBase must be installed before your scheduled installation. Obtain your SSL certificate - your install can still be completed without this, but it is needed before your site goes live. For information on how to obtain an SSL certificate, see the Salesware E-Commerce User Guide. Obtain the following files from the Siriusware Inc. Information Portal: File c_ww_xxxx.exe c_sales_xxxx.exe c_messengerservice.exe Install_Siriusware_ Description The latest E-Commerce module executable file which contains: ww.dll The compiled code for the E-Commerce module ww_release.txt Release notes for ww.dll log4cplus.dll This ww.dll works with ww.dll and must in the same directory as ww.dll log4cplus.dll This ww.dll works with ww.dll and must in the same directory as ww.dll ptcoresdk.dll This.dll works with ww.dll and must be in the same directory as ww.dll ptcoresdk-debug.dll This.dll works with ww.dll and must be in the same directory as ww.dll The latest Sales executable file The latest Messenger Service executable file The latest Server Files application installer 4

5 ServerFiles_xxxx.exe Install_Siriusware_ CommonFiles_xxxx.msi Install_Siriusware_ Sales_xxxx.exe Install_Siriusware_ww_xxx x.msi Install_Siriusware_Messen gerservice_xxxx.msi ecommerce_pages_xxxx.exe wwservice_xxxx.exe The latest Common Files application installer The latest installation file for Sales The latest ww.dll install application installer The latest Messenger Service application installer The latest ASP.NET/VB.NET E-Commerce default web pages executable, which contains: the default pages, images, templates and configuration files ecommerce_pages_release.txt release notes for the default pages The latest web service executable file which contains: wwsalessvc.asmx entry point for the web service wwservice_release.txt release notes for web service web.config configuration settings file for the web service global.asax another configuration file wwservice.dll contained in the \bin subdirectory the compiled code for the web service ecommerce_config_xxxx.exe Default settings files and templates. Includes web.config Obtain the following file by searching the Siriusware Knowledge Base ( Hosting Basic hosting: DiscountASP is Siriusware s recommended solution if clients would like to host their E-Commerce module external to their network. DiscountASP offers: No management of Windows Server or firewalls Designed to host ASP.net 4.0 applications in full trust mode Easy and quick configuration on their admin panel for the implementation team Low monthly cost for clients SSL certificates also offered on the same site Ability to handle multiple subdomains (i.e., tickets.domain.com and memberships.domain.com) 5

6 Ability to handle multiple domains by using a default document to redirect (i.e., tickets.domain1.com and tickets.domain2.com). Please note this may require custom billable work. Advanced hosting: If clients want full control and management of a Windows Server, and then a Virtual Private Server from Rack Space, Go Daddy, Network Solutions or others would work. Clients would need to make sure the server is managed, firewalled and patched/updated Full control of Windows Server Can host all.net applications through ISS Higher monthly costs for clients Can handle multiple domains easier through IIS(i.e., tickets.domain1.com and tickets.domain2.com) Installing the core server software 1. Install SQL Server as described in the Salesware Installation Guide. The.NET Framework 4.0 SP1 is installed as part of the SQL Server 2008 installation, because the.net Framework 4.0 is required by SQL Server If you are not installing SQL Server 2008, you need to download and install the.net Framework 4.0 as a separate step. You can download the.net Framework 4.0 from the Microsoft web site. 2. Install Server Files application as described in the Salesware Installation Guide. 3. Install Common Files application as described in the Salesware Installation Guide. Installing ww.dll The ww.dll is installed as a web garden i.e., it is pooled using an application pool in IIS.. When installed on Windows Server 2008, IIS version 7 is used. If this already installed as a COM+ object, switching to use as a web garden under IIS is straight-forward. See Note: Siriusware Inc. strongly recommends that your web server not be a member of a Windows domain. Being a domain member is a potential security risk and changes the way authentication is handled. This change in authentication could make Salesware web pages not function correctly without additional configuration. However, the installation of ww.dll and wwservice presented in this document support using the server computer as a domain member if so desired. To install ww.dll: 1. Run the Install_Siriusware_ww_xxxx.exe file. 6

7 2. Create siriusweb user for SQL Server 2008 or SQL Server (This step applies to SQL Server 2008 and 2012). Before ww.dll can communicate with the SiriusSQL database, a new database log-in, siriusweb, must be created and a script granting the new user the appropriate rights to the database must be run. This is done by checking the following two boxes during the install: 3. Select the Database Server, the SA credentials and select the database 7

8 4. Enter and confirm a password for this user 5. Enter your ProtoBase/OCV information for credit card processing 6. Run the Update ww.dll shortcut installed on the desktop Installing the default web pages on Windows Server 2008 Note: In Windows Server 2008, you must create a Server Manager role. When creating the Server Manager role in the Server Manager, ensure that the following radio buttons are selected: To install the default pages on Windows Server 2008: 1. Go to Start > Administrative Tools > Server Manager and expand Roles by clicking on the Expand Web Server (IIS) by clicking on the +. 8

9 3. Click on Internet Information Services (IIS) Manager, and then drill down to the Default Web Site, as shown in the following screen capture: 4. Expand the folder Default Web Site, and then right-click on it (Default Web Site). 5. Select Add Virtual Directory and the Virtual Directory dialog is displayed. 6. Enter E-Commerce as your Virtual Directory Alias:. 7. Select the physical path by clicking the... button and browsing to C:\inetpub\wwwroot\ and highlighting it. 8. Click the Make New Folder button and name the new folder E-Commerce. Click OK. 9. From the Add Virtual Directory dialog, click Connect as From the Connect As dialog, ensure that the Application user (pass-through authentication) radio button is selected. Click OK. 11. From the Add Virtual dialog, click OK. 12. Copy the ecommerce_pages_xxxx.exe file to your new E-Commerce folder. 13. Double-click on the file to unzip it. 14. Right-click on the E-Commerce folder and select Convert to Application. 15. On the Add Application dialog, click the Select... button and select the DefaultAppPool from the Application pool: dropdown, as shown in the following screen capture. 9

10 16. Click OK, and then click OK again. 17. Click on Application Pools > DefaultAppPool > Basic Settings, as shown in the following screen capture. On the Edit Application Pool dialog, ensure that.net Framework v is selected from the.net Framework version: dropdown and that Integrated is selected from the Managed pipeline mode: dropdown. Click OK. 10

11 18. For the E-Commerce site, right-click on the Authentication icon again and select Edit Permissions On the E-Commerce Properties dialog, click the Security tab and verify that the IIS users account is listed in the Group or user names list. If it is not there, add it (the username is always going to be IIS_IUSRS(<servername>\IIS_IUSRS). 20. Select the IIS user s account. Under Permissions for IIS_IUSRS, select Read & Execute and that automatically selects List folder contents and Read. Verify that there are no write permissions selected. Click OK. Note: When setting up in IIS for Windows Server bit platforms, you have to go into the application pool s Advanced Settings and set Enable 32-bit to True. Without this setting in place, the pages won t run. This setting is not visible at all in IIS on 32-bit Windows Server 2008 platforms. Note: Performing an iisreset command from a command prompt is an easy way to ensure that any changes you make in IIS take effect immediately. 11

12 21. In the IIS area, double click on the Default Document icon. See the following screen capture. 22. In the Actions panel, click Add. On the Add Default Document dialog, enter itemlist.aspx and click OK. See the following screen capture. 23. Ensure that itemlist.aspx appears at the top of the list. 24. In the IIS area, double click on SSL Settings icon to see where you would install your SSL Certificate using the Client Certificates radio button (if you are going to take credit cards, you need to do this). 25. Once your SSL Certificate is installed, all of the pages run under HTTPS. 12

13 26. Place the ecommerce_config_xxxx.exe file into your new E-Commerce folder and double-click to unzip into the folder. 27. Make the necessary changes to the web.config file Delete C:\Inetpub\.wwwroot\E-commerce\web.config Copy C:\Inetpub\.wwwroot\E-commerce\DefaultConfig\web.config.default and paste into the E-Commerce folder to replace the file you just deleted. Rename web.config.default to web.config Copy Siriusware.css from the DefaultConfig folder and paste into the E-Commerce folder 28. Ensure the \IIS_IUSRS has Modify permissions in the following files/folders: Images XMLfiles Siteconfig.config 29. If your pages are installed on the same computer as ww.dll, you can start Internet Explorer and go to to display the default page itemlist.aspx. Alternatively, you can click the Browse Application link in the Actions panel, as shown in the following screen capture. 30. If your pages are installed on a separate computer from ww.dll, you need to install wwservice before pointing Internet Explorer to to display the default page. 13

14 Installing wwservice on Windows Server 2008 (applies to 2008 only) The wwservice gets installed on the same computer as ww.dll. The wwservice supports encryption. See the Salesware E-Commerce User Guide for more information. Note: In Windows Server 2008, you must create a Server Manager role. When creating the Server Manager role in the Server Manager, ensure that the following radio buttons are selected: Note: When setting up in IIS for Windows Server bit platforms, you have to go into the application pool s Advanced Settings and set Enable 32-bit to True. Without this setting in place, wwservice won t run. This setting is not visible at all in IIS on 32-bit Windows Server 2008 platforms. 14

15 To install wwservice on Windows Server 2008: 1. Go to Start > Administrative Tools > Server Manager and expand Roles by clicking on the Expand Web Server (IIS) by clicking on the Click on Internet Information Services (IIS) Manager, and then drill down to the Default Web Site, as shown in the following screen capture: 4. Expand the folder Default Web Site, and then right-click on it (Default Web Site). 5. Select Add Virtual Directory and the Virtual Directory dialog is displayed. 6. Enter wwservice as your Virtual Directory Alias:. 7. Select the physical path by clicking the... button and browsing to C:\inetpub\wwwroot\ and highlighting it. 8. Click the Make New Folder button and name the new folder wwservice. Click OK. 9. From the Add Virtual Directory dialog, click Connect as From the Connect As dialog, ensure that the Application user (pass-through authentication) radio button is selected. Click OK. 11. From the Add Virtual dialog, click OK. 12. Copy the wwservice_xxxx.exe file to your new wwservice folder. 13. Double-click on the file to unzip it. 14. Right-click on the wwservice folder and select Convert to Application. 15. In IIS Manager, click on the wwservice folder so that the E-Commerce module features display as icons (Features View) and ensure that the Group by: dropdown shows Area. 16. In the IIS area, right-click on the Authentication icon and select Basic Settings On the Edit Application dialog, click the Select... button and select the DefaultAppPool from the Application pool: dropdown. 18. Click OK, and then Click OK again. 19. Click on Application Pools and select or create an application pool. Be sure that this web service is being put into an application pool that is not running any other application. On the Edit Application Pool dialog, ensure that.net Framework v is selected from the.net Framework version: dropdown and that Integrated is selected from the Managed pipeline mode: dropdown. Click OK. 20. Open the web.config file located in the wwservice folder and in the <appsettings> section, which is towards the top, set the value of EncryptSvcComm to Open a browser and point to 15

16 22. Click rinvoke and enter getserverinfo into the strfunc: box. 23. Click the Invoke button and you get returned something that looks like this in a separate window: <?xml version="1.0" encoding="utf-8"?> <anytype xmlns:q1=" d1p1:type="q1:string" xmlns:d1p1=" xmlns=" :<path>c:\program Files\Siriusware\E- Commerce\</path><filename>ww.dll</filename><version>4.000r</version></anyType> 24. This is the equivalent of running the first vbs script, ww1.vbs. 25. Be sure to set the value of EncryptSvcComm to 1 in the web.config file in wwservice and in E- Commerce module when you are ready to enable encryption. Configuration Configuration of E-Commerce module is primarily accomplished using web.config settings and XML files. For complete descriptions of each web.config setting, see the Salesware E-Commerce Reference document. In addition, detailed configuration information related to many of the web.config settings and XML files is included in the Salesware E-Commerce User Guide. Installing Sales Host utility From the computer that runs as a web based salespoint, install Common Files and Sales as described in the Salesware Installation Guide. You then need to set the following.ini settings: In the [Salespoint] section in the Sales32c.INI file, set Interface=Web. In the [WebInterface] section in the Sales32c.INI file, set Login=WEBOP and Pass=WEBOP. Note: The Login and Pass you choose must match the log-in and password of the operator that you configured for the Sales Host utility in SysManager > Activities > System Lists > Operators > Operator Edit. Important: To ensure proper functionality of Real Time Inventory and Max4Sale capacities in your E-Commerce environment, Siriusware strongly suggests that you ensure the assigned salespoint name given to your ww.dll installation be unique from all other salespoint names used by Siriusware salespoints. Recommended standard setup for Sales Host system: 1. The Operating System (OS) should have an auto log-in, so in the event of a shutdown, the computer logsin automatically on restart. 2. The OS should have automatic updates turned off or it may update when you don t want it to and shut down the Sales Host utility. 16

17 3. The Sales icon is located in the Windows StartUp folder. This allows Sales Host utility to start automatically on restart of the system For complete information on the.ini settings that you can use with E-Commerce module, see the Salesware.INI Settings Reference document. Configure the Sales Host utility 1. Browse to C:\Program Files\Siriusware\Sales and double-click on Sales32c.INI to open it in Notepad. 2. Make sure the following settings are in this file. Be sure to update the Login and Pass settings below to match those for your Sales Host operator: [Salespoint] Interface=web [WebInterface] Login=WEBOP Pass=WEBOP StartPaused=FALSE Interval=1.0 Delay=15.0 The table below explains the settings that go into the [WebInterface] section of the Sales32c.INI file in more detail. Setting Purpose Login Operator used for all sales generated from the web interface. Change this to an operator in your system. Pass Password for the above-named operator. This must be entered with all capital letters. StartPaused When Sales is started, it immediately begins processing sales. (The default setting is FALSE: sales are processed automatically at startup). This is a useful setting if you know you have several sales waiting to be processed and you want to start Sales Host utility to do some maintenance before asking it to process those sales (then you would set it to TRUE). Interval How long the web interface pauses in between processing sales (the default is a half second anything at or above 0.5 is fine). If doing Print At Home Tickets sales, this is set to 30. Delay Used when there are either no sales on the server to be processed or there are no sales locally to be processed and SalesEZ application is down. In this event, the delay is how long Sales Host utility waits in between attempts to reconnect to SalesEZ application or between checking the server to see if there are any new sales to be processed. Sixty seconds is the 17

18 default. Anything at or above ten seconds is fine. 18