Jonas Activity Management Technical Deployment Guide [] Software for Life Jonas Activity Management Technical Deployment Guide, Jonas, Jonas Software, Software for Life, and Gary Jonas Computing are registered trademarks of Gary Jonas Computing Ltd. Copyright 2012, all rights reserved.
TABLE OF CONTENTS TOPIC PAGE INTRODUCTION... 1 WHAT IF YOU WISH TO INSTALL USING A DIFFERENT APPROACH?... 1 HOW LONG WILL THE INSTALLATION TAKE?... 1 BEFORE YOU BEGIN CHECKLIST... 2 SERVER DEPLOYMENT PROCESS... 3 STEP 1: INSTALL THE MICROSOFT.NET 3.5 FRAMEWORK... 3 STEP 2: INSTALL WINDOWS INSTALLER 4.5... 3 STEP 3: INSTALL WINDOWS POWERSHELL 1.0... 4 STEP 4: INSTALL MICROSOFT SQL SERVER 2008 EXPRESS... 4 STEP 5: CONFIGURE SQL SERVER SETTINGS... 6 STEP 6: INSTALL JAM ON THE SERVER... 8 STEP 7: CONFIGURE JAM DATABASE... 9 STEP 8: ACTIVATE JAM... 10 STEP 9: BACK UP YOUR JAM DATABASE... 11 WORKSTATION DEPLOYMENT PROCESS... 12 STEP 1: INSTALL THE.NET 3.5 FRAMEWORK... 12 STEP 2: INSTALL THE JAM CLIENT & TEST... 13 WHAT TO DO NEXT?... 13 TABLE OF CONTENTS
INTRODUCTION The purpose of this document is to guide you through the installation and set up process of the required server and workstation components of the Jonas Activity Management application (JAM). This set up process requires advanced technical expertise and it is highly recommended that only the following type(s) of personnel attempt this installation procedure: Your qualified Jonas Implementation expert. Your qualified IT staff or third party representative(s). What If You Wish To Install Using A Different Approach? BEFORE PROCEEDING WITH ANY SET UP, consult with Jonas Support or your Local Market Partner and outline your environment and potential expectations. How Long Will The Installation Take? Under normal circumstances we estimate the SERVER deployment process will take approximately one hour and the deployment of each WORKSTATION will require approximately ten minutes. Set up times are estimates based on Jonas experience to date and can vary due to unpredictable circumstances attributed to a customer s internet/download speeds, operating system, security, network configuration etc.
Before You Begin Checklist The following factors MUST BE considered prior to proceeding with any set up: AREA DESCRIPTION Documentation First Time Installation? Jonas up to date & installed on all JAM workstations? Installation components ready? Verify operating system requirements on planned JAM workstations. Install all windows critical updates your workstations. Check Jonas data files for integrity prior to performing this update. Please ensure that you have read through our Jonas Activity Management FAQ publication because it has important information relevant to this installation process. If you require a copy, it is available in the Knowledge Base at www.jonassupport.com (article #3424). Ensure that this is a first-time deployment of the JAM application. The deployment will be in a single server environment with one or more workstations directly connected to the server. The login means to access the SQL database will be via SQL Authentication utilizing one sysadmin password. Ensure that a Jonas CD has been installed that has the JAM module(s) turned on. The Jonas client should be installed on all workstations that will be running JAM. Ensure that you have the JAM Starter Pack CDs or an Internet connection for installing the Microsoft components necessary for SQL and JAM. Workstations should fulfill the current minimum requirements found in the Hardware Recommendations (KB article #3793). We currently support XP Pro, Vista Business Version, and Windows7 operating systems on desktops running the JAM application. It is recommended that ALL CRITICAL Windows updates are installed on the workstations that will be running JAM. We recommend that the Jonas File Reconstruct Tool is run two days before you plan to perform this installation. If you have corrupt files then there is the potential for the JAM Integration process to fail. If you need assistance contact Jonas Support. Login with full administrator login rights. Verify available disk space on server and workstations. Workstation screen resolution / Touchscreen? To perform this installation procedure you will require full administrative login rights on both the server and JAM workstations. We advocate at least 10 gigabytes of free disc space on the server and 3 gigabytes on workstations. JAM display works best using 1024 x 768 resolution; 32-bit (recommended). Other resolution settings will work however the screen display will vary depending upon the setting used. Touch screens are NOT supported.
SERVER DEPLOYMENT PROCESS * Depending upon your environment, you may be prompted to install additional Windows components not listed in this install process. If you encounter this situation, follow the advice provided by Microsoft. Examples may include, but are not limited to, adding or upgrading your Windows installers, MDAC components or MSMXL features. STEP 1: INSTALL THE MICROSOFT.NET 3.5 FRAMEWORK CONTENT TYPE DESCRIPTION In this step we install Microsoft.NET 3.5 Framework on the physical server. JAM is written in.net and this is required to be resident on the server. Your server may already have this installed; if so, skip this step. 1. Find the installer on the JAM Starter Pack CD1, or download it from the Microsoft website. 2. Run the installer. 3. Follow the installation wizard process. ACCEPT ALL DEFAULTS. This is purely a Microsoft based installation process. If an error is encountered during this step it will require troubleshooting by the club s IT representative. You may wish to visit the Microsoft Knowledge Base at http://support.microsoft.com/ for Microsoft-based troubleshooting assistance. STEP 2: INSTALL WINDOWS INSTALLER 4.5 CONTENT TYPE DESCRIPTION CRITICAL! In this step we install the Windows Installer program. It is used by the SQL Server 2008 installation routine. Your server may already have this installed; if so, skip this step. Microsoft Windows Installer 4.5 has separate install versions for 32-bit and 64-bit servers. Ensure that you know which version is required for this installation. 1. Find the installer on the JAM Starter Pack CD1, or download it from the Microsoft website. 2. Run the installer. 3. Follow the installation wizard process. ACCEPT ALL DEFAULTS. This is purely a Microsoft based installation process. If an error is encountered during this step it will require troubleshooting by the club s IT representative. It is suggested that all prior install steps and recommendations are reviewed to determine if something was possibly missed. If this does not help you may wish to visit the Microsoft Knowledge Base at http://support.microsoft.com/ for Microsoft-based troubleshooting assistance.
STEP 3: INSTALL WINDOWS POWERSHELL 1.0 CONTENT TYPE CRITICAL! DESCRIPTION In this step we install the Windows Powershell program. It is used by the SQL Server 2008 installation routine. Your server may already have this installed; if so, skip this step. Microsoft Windows Powershell 1.0 has separate install versions for 32-bit and 64-bit servers. Ensure that you know which version is required for this installation. 1. Find the installer on the JAM Starter Pack CD1, or download it from the Microsoft website. 2. Run the installer. 3. Follow the installation wizard process. ACCEPT ALL DEFAULTS. This is purely a Microsoft based installation process. If an error is encountered during this step it will require troubleshooting by the club s IT representative. It is suggested that all prior install steps and recommendations are reviewed to determine if something was possibly missed. If this does not help you may wish to visit the Microsoft Knowledge Base at http://support.microsoft.com/ for Microsoft-based troubleshooting assistance. STEP 4: INSTALL MICROSOFT SQL SERVER 2008 EXPRESS CONTENT TYPE DESCRIPTION In this step we install Microsoft SQL Server 2008 Express on the physical server. This is the environment where the JAM database will be resident. Microsoft SQL Server 2008 Express has separate install versions for 32-bit and 64-bit servers. Ensure that CRITICAL! you know which version is required for this installation.
1. The Installation Wizard will run the SQL Server Installation Center. To create a new installation of SQL Server 2008, click New Installation or Add Features to an Existing Installation. 2. The System Configuration Checker will run a discovery operation on your computer. To continue, click OK. Setup log files are created for your installation. 3. On the Product Key page, use the default selections and click on the Next button. 4. On the License Terms page, read the license agreement, and then select the check box to accept the license terms and conditions. 5. The Installation Wizard will install SQL Server prerequisites if they are not already on the computer. These include the following: o SQL Server Native Client SQL Server Setup Support Files o To install prerequisites, click Install. 6. The System Configuration Checker will verify the system state of your computer before Setup continues. A detailed listing of all checks is available by clicking on the show details button. Note: In order to continue with the installation all failures must be corrected. For any on the items that have failed, click on the link in the Status field for more details to correct the issue. 7. On the Feature Selection page, select the Database Engine Services and the Management Tools Basic components for your installation. A description for each component group appears in the right pane after you select the feature name. You can select any combination of check boxes. 8. On the Instance Configuration page, select the Default Instance option and click Next to continue. Note: The Detected Instances and Feature grid shows instances of SQL Server that are on the computer where Setup is running. If a default instance is already installed on the computer, you must install a named instance of SQL Server 2008. 9. The Disk Space Requirements page calculates the required disk space for the features that you specify. Then it compares the required space to the available disk space. Select the Next to continue. 10. On the Server Configuration Service Accounts page, specify login accounts for SQL Server services. You can assign the same login account to all SQL Server services, or you can configure each service account individually. You can also specify whether services start automatically, are started manually, or are disabled. When you are finished specifying login information for SQL Server services, click Next.
11. Use the Database Engine Configuration - Account Provisioning page to specify the following: o Security Mode select Mixed Mode Authentication for your instance of SQL Server. o SQL Server System Administration Account Enter a password for the built-in SQL Server system administration account. o SQL Server Administrators You must specify at least one system administrator for the instance of SQL Server. To add the account under which SQL Server Setup is running, click Add Current User. To add or remove accounts from the list of system administrators, click Add or Remove, and then edit the list of users, groups, or computers that will have administrator privileges for the instance of SQL Server. When you are finished editing the list, click OK. Verify the list of administrators in the configuration dialog box. When the list is complete, click Next. 12. On the Error and Usage Reporting page, specify the information that you want to send to Microsoft that will help improve SQL Server. By default, options for error reporting and feature usage are enabled. 13. The System Configuration Checker will run one more set of rules to validate your computer configuration with the SQL Server features that you have specified. All failures must be corrected before proceeding. 14. The Ready to Install page shows a tree view of installation options that were specified during Setup. To continue, click Install. 15. After installation, the Complete page provides a link to the summary log file for the installation and other important notes. To complete the SQL Server installation process, click Close. 16. If you are instructed to restart the computer, do so now. This is purely a Microsoft based installation process. If an error is encountered during this step it will require troubleshooting by the club s IT representative. It is suggested that all prior install steps and recommendations are reviewed to determine if something was possibly missed. If this does not help you may wish to visit the Microsoft Knowledge Base at http://support.microsoft.com/ for Microsoft-based troubleshooting assistance. STEP 5: CONFIGURE SQL SERVER SETTINGS CONTENT TYPE CRITICAL! DESCRIPTION In this step we first determine the Machine Name of the SQL Server, then configure the SQL environment to automatically start required services and enable workstation logins and then we login to the SQL Server environment for the first time and perform two tasks: (i) Establish the SQL Server name and (ii) allow for mixed mode login access. If this step is missed or improperly configured this will result in connection problems to the JAM database.
Find Machine Name 1. Navigate to: Start > Control Panel > Administrative Tools. 2. Select program: Computer Management. 3. In the left pane select System Tools > Device Manager. 4. In the right pane, note the top entry. This is the machine name. We will reference the machine name later on as {machine name} later on in this document. 5. Exit this option. SQL Server Configuration Manager 1. Navigate to: Start > Programs > Microsoft SQL Server 2008 > Configuration Tools. 2. Select program: SQL Server Configuration Manager. 3. Expand SQL Server Network Configuration. a. Select Protocols for SQLEXPRESS b. In the right pane right click on TCP/IP and select Enable 4. Select SQL Server Services. 5. If the SQLSERVER (SQLEXPRESS) service in the right pane is not running, right click on it and select Properties. a. On the Service tab, set the Start Mode to Automatic. b. Click on Apply. c. On the Login tab, if the State is not running, click on the Start button. 6. If the SQL Server Browser service in the right pane is not running, right click on it and select Properties. a. On the Service tab, set the Start Mode to Automatic. b. Click on Apply c. On the Login tab, if the State is not running, click on the Start button. 7. Click OK and exit this tool. Establish SQL Server Name & Login Access 1. Navigate to: Start > Programs > Microsoft SQL Server 2008. 2. Select SQL Server Management Studio. 3. The login screen will appear. Set up the following options: a. Server Type field: Database Engine. b. Server Name field: If blank, enter the {machine name} obtained earlier. c. Authentication field: Windows Authentication. d. Now select the Connect button.
4. You should now be logged in to the SQL Server environment: a. From the top menu bar select View > Object Explorer to toggle the display. b. In the Object Explorer pane, right click on the top-most entry (which is the defined SQL Server name) and select Properties: i. Within the Server Properties window, in the top left pane select Connections. ii. Ensure the Allow Remote connections to this server flag is selected. iii. Select OK. c. In the Object Explorer pane right click on the top-most entry (which is the defined SQL Server name) and select Restart. This will shut the SQL Server down and restart it with the setting changes just made. 5. Close the application. If you have difficulties within this step review previous set up. If the problem persists place a support call to Jonas for assistance. STEP 6: INSTALL JAM ON THE SERVER CONTENT TYPE DESCRIPTION In this step we install the JAM application on your server and install a JAM icon on the server desktop. This is important for support and maintenance of your JAM install. The JAM database is created as part of this process. You must have administrator rights to perform this step. 1. Assuming a standard Jonas installation path, use Windows Explorer and navigate to folder: {Jonas drive letter}:\gjcwin\tools\jonas.net\install\ 2. Run program: setup.exe. 3. Follow the installation wizard process. ACCEPT ALL DEFAULTS. 4. Launch the newly created Jonas Activity Management icon from your desktop. 5. A confirmation box will open stating Cannot find the database server. Try to fix the problem? This is normal. Select Yes. 6. The database set up screen will appear. a. Server Address field: enter {machine name}\sqlexpress (no brackets for example: MAINSERVER\SQLEXPRESS). b. Select Windows Authentication. c. Select the checkmark icon to proceed. 7. Another confirmation box will open stating Cannot find the database server This is normal at this point. Select OK to create the database. IMPORTANT! You should now see a message Creating the database. 8. After the database has been successfully created you will be positioned in the Activation screen. Exit by selecting the X. 9. A last confirmation box will open stating The product key is invalid. Exit? Select Yes. Note: The activation process will be performed in step 8 after configuring the JAM database. If you have difficulties within this step review previous set up. If the problem persists place a support call to Jonas for assistance.
STEP 7: CONFIGURE JAM DATABASE CONTENT TYPE CRITICAL! DESCRIPTION In this step we perform some configuration settings on the JAM database and SQL authentication. This will set the initial size of the JAM database and set a default login for JAM. You must have administrator rights to perform this step. Adjust Initial Size of the JAM Database 1. Navigate to: Start > Programs > Microsoft SQL Server 2008. 2. Select program: SQL Server Management Studio. 3. Login by accepting the defaults presented. 4. You should now be logged in to the SQL Server environment. 5. From the top menu bar select View > Object Explorer to toggle the display. 6. In the Object Explorer pane expand Databases then right click on JonasNET (the pre-defined JAM database name) and select Properties: a. In the left pane select Files. b. In the middle section locate the File Type and Initial Size (MB) columns. c. For the File Type=Data entry (the first line) change the Initial Size (MB) to 1000 (this equals 1 gigabyte). d. For the File Type=Log entry (the second line) change the Initial Size (MB) to 50 (this equals 50K). 7. Select OK. SQL Authentication 1. In the Object Explorer pane collapse the JonasNET database folder. 2. In the Object Explorer pane right click on the Security folder. a. Select New > Login. b. In the left pane select General. i. In the login name field: enter Jonas01 (Jonas zero one). ii. iii. SQL Server authentication button: TURN THIS ON. Password / Confirm Password fields: Jonas01. iv. Enforce Password Policy field: TURN THIS OFF. c. In the left pane select Server Roles. i. In the middle TURN ON sysadmin. d. In the left pane select User Mapping. i. In the middle select JonasNET. 3. Select OK. 4. In the Object Explorer pane right click on the top-most entry (which is the defined SQL Server name) and select Restart. This will shut the SQL Server down and restart it with the setting changes just made. 5. Log completely out of SQL Server Management Studio. If you have difficulties within this step review previous set up. If the problem persists place a support call to Jonas for assistance.
STEP 8: ACTIVATE JAM CONTENT TYPE DESCRIPTION In this step we will activate the Jonas Activity Management application and log into the software for first time use. 1. From the desktop launch the Jonas Activity Management icon. 2. You will be positioned in the Activation screen. 3. The Activation key field will automatically be populated with the current licensing information for the club. The file should be located in the GJCWIN\TOOLS\Jonas.NET folder. 4. Click on the Web Activation button. 5. If you are not connected to the Internet, or are having problems with the Web Activation, call Jonas to do a Manual Activation: a. Click on the Manual Activation button. b. Jonas support will require the System ID from this screen to complete the activation process. c. Enter the Activation Code that you receive. 6. You should now be positioned on the JAM Login screen. Log in to JAM using the built in default login id of user and password user. 7. Exit JAM and proceed with setting up the workstations. If you have difficulties within this step place a support call with Jonas Support for assistance.
STEP 9: BACK UP YOUR JAM DATABASE CONTENT TYPE DESCRIPTION In this step we will back up the Jonas Activity Management database (this includes the activation). Restoring a database backup to the same server will not require another activation. Restoring the backup to a different server will require reactivation. Backups are a critical process to recover from any data issues and should be in place prior to performing any version upgrades. Please note that the club (i.e. the owner of the database) is solely responsible for ensuring that the database for the Jonas Activity Management application is backed up and stored accordingly on a regular basis. Depending on the version of SQL Server you have installed, there may or may not be a scheduled backup tool included. SQL Express does not have a scheduler the club will need to either perform manual backups or employ a third-party SQL backup tool. To perform a manual backup: 1. Navigate to: Start > Programs > Microsoft SQL Server 2008. 2. Select program: SQL Server Management Studio. 3. Login by accepting the defaults presented. 4. You should now be logged in to the SQL Server environment. 5. Expand the Databases folder. You will see the JonasNET database. 6. Right-click on the JonasNET database and select Tasks > Back Up. 7. In the Backup window there may already be a destination of where the back up will be stored. You can either continue to back up to that location or you can remove that location and Add a new location. Once a new location is added, just hit OK and it will start the backup. 8. Ensure that the SQL database is backed up directly (or eventually copied) to media that is stored in a secure off site location for safety. 9. When the backup finishes, close the Back Up window and exit out of SQL Server Management Studio. If you have difficulties within this step place a support call with Jonas Support for assistance.
WORKSTATION DEPLOYMENT PROCESS STEP 1: INSTALL THE.NET 3.5 FRAMEWORK CONTENT TYPE DESCRIPTION In this step we install the Microsoft.NET 3.5 Framework on each of the workstations that will be running JAM. JAM is written in.net and this is required to be resident on the workstation. Some workstations may already have the.net 3.5 Framework installed (e.g. in all Windows7 machines). If Note: this is the case, this step may be skipped. 1. Find the installer on the JAM Starter Pack CD1, or download it from the Microsoft website. 2. Run the installer. 3. Follow the installation wizard process. ACCEPT ALL DEFAULTS. This is purely a Microsoft based installation process. If an error is encountered during this step it will require troubleshooting by the club s IT representative. It is suggested that all prior install steps and recommendations are reviewed to determine if something was possibly missed. If this does not help you may wish to visit the Microsoft Knowledge Base at http://support.microsoft.com/ for Microsoft-based troubleshooting assistance.
STEP 2: INSTALL THE JAM CLIENT & TEST CONTENT TYPE DESCRIPTION CRITICAL! In this step we install the JAM client application on the workstation. You will need the following to perform this step successfully: a. Local Administrator Login rights. b. The SQL Server name where the JAM database resides. Install JAM 1. Assuming a standard Jonas installation path, use Windows Explorer and navigate to folder: {Jonas drive letter}:\gjcwin\tools\jonas.net\install\ 2. Run program: set up.exe. 3. Follow the JAM installation wizard process. ACCEPT ALL DEFAULTS. 4. Launch the newly created Jonas Activity Management icon from your desktop. 5. A confirmation box will open stating Cannot find the database server. Try to fix the problem? This is normal at this point. Select Yes. 6. The database set up screen will appear. a. Server Address field: enter the {SQL server name}\sqlexpress For example, SQLMAINSERVER\SQLEXPRESS. b. User ID field: Jonas01 (Jonas zero one) c. Password field: Jonas01 (Jonas zero one) d. Windows Authentication field: LEAVE BLANK. e. Select the checkmark icon to proceed. 7. You should now be positioned on the JAM Login screen. Test the login to JAM using user/user as the default user login combination. 8. Exit out of JAM. Test Non-Administrator Access 1. Reboot the workstation. 2. Log back in to the workstation with a normal user id. 3. Launch the Jonas Activity Management icon from the desktop. 4. Test the login to JAM using user/user as the default user login combination. If you have difficulties within this step review previous set up. If the login JAM login process fails without a Windows-type message consult with your Administrator to determine whether login security has been set up within the JAM application itself. If the problem persists place a support call to Jonas for assistance. WHAT TO DO NEXT? Continue the configuration of your JAM system by reading and following the Jonas Activity Management System Admin document.