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Millennium Drive. Installation Guide

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Installation Guide

Millennium Drive

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This is a publication of Abila, Inc.

Version 2015.1

© 2015 Abila, Inc. and its affiliated entities. All rights reserved.

Abila, the Abila logos, and the Abila product and service names mentioned herein are registered trademarks or trademarks of Abila, Inc. or its affiliated entities. All other trademarks are the property of their respective owners.

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Preface

TheMillennium Drive Installation Guideincludes instructions for installing and configuring Millennium Drive to work with Abila Millennium.

Verify that you have the most current version of this guide. The current version was published on 5/21/2015, and it is available for download athttp://kb.abila.com.

The following information is included in this guide:

Considerations and steps to complete before you begin the installation Steps for installing Millennium Drive

Configuring the IIS for Millennium Drive Oracle Data Provider for .NET

Starting Millennium Drive Documentation Resources

System requirements

Millennium Drive is installed on the same Web Server (IIS) computer as Abila Millennium. The system requirements for Millennium Drive will be the same as those for Abila Millennium except for the following:

The Web Server (IIS) operating system must be eitherWindows Server 2012 R2orWindows Server 2008 R2(64-bit with IIS running in 32-bit mode).TheWindows Server 2008 (32-bit only) with SP2operating system doesnotmeet the minimum operating system requirements for Millennium Drive.

You must use a valid SSL certificate in order to access Millennium Drive. You can use the Wildcard certificate for your Abila Millennium web site (if you have one). We strongly recommend not using a self-signed certificate.

Review the system requirements for Abila Millennium and Millennium Drive at http://www.abila.com/solutions/millennium.

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Millennium Drive Installation

Instructions

Before You Begin

1. Identify, or obtain, a valid SSL certificate. We strongly recommend not using a self-signed certificate.

2. Install Abila Millennium 2015.1 and complete the steps to configure the Web Server (IIS) computer.

See theAbila Millennium Installation Guidefor instructions on installing Abila Millennium 2015.1 and configuring the Web Server (IIS) computer. This step is requiredbeforeyou install Millennium Drive!

3. If you are installing Drive on a different server from Millennium, verify the following additional requirements:

a. Because Abila Millennium and Millennium Drive share resources, both servers must be on the same domain and have full access to one another.

b. TheWeb Server (IIS)Role andASP.Netmust be installed on the Millennium Drive server.

i. From the Start menu, follow the links to Control Panel > Programs and Features > Turn Windows Features on or off.

ii. UnderRoles Summary, Web Server (IIS) will be listed. UnderRole Services, ASP.Net will be listed and theStatusmust beInstalled.

c. The self-extracting file Milldrive2015_1.exe must be copied to the server on which Millennium Drive is to be installed.

Installing Millennium Drive

Once all the preparatory steps in the previous section have been completed, use the following procedure to install Millennium Drive.

1. On the Web Server (IIS) computer on which Millennium Drive is to be installed, log on as a network administrator with administrative privileges on the computer and with full access to Abila Millennium and to the location where Millennium Drive will be installed.

2. Double-clickMilldrive2015_1.exeto extract the installation program and supporting files. Enter the path and name of the directory into which the installation files are to be extracted, or accept the

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default.

Important!We recommend that you do not change the path or name of the directory into which the installation files are extracted. If you do, however, the directory path and name can not contain spaces; otherwise anError during executionmessage will display when you begin to install Millennium Drive.

3. The installation program should start automatically. If it does not, browse to the directory into which the Abila Millennium installation files were extracted and clickAutoRun.exe.

4. Copy the latest version of the Millennium Drive Users Guideinto theinetpub/wwwroot/mill/help directory on the Web Server (IIS) computer.

a. Click on theDocumentationtab.

b. ClickMillennium Drive Users Guideto openMillenniumDriveUsersGuide.pdf.

c. In Adobe Acrobat Pro, useFile > Save Asto save a copy ofMillenniumDriveUsersGuide.pdf to theinetpub/wwwroot/mill/helpdirectory on the Web Server (IIS) computer.Do not change the name of the guide!

5. Click on theSetuptab and clickInstall Millennium Drive.

6. TheWelcomepage opens. ClickNextto continue.

7. On theMillennium Drive Web Sitepage:

a. Enter the Host Name that you would like to use for Millennium Drive access or accept the default.

Note:To access  Millennium Drive by using this host name, you must have a corresponding entry in your network's DNS server.

b. Select your database version.

c. ClickNext.

8. On theDatabase Serverpage:

SQL

a. In theMillennium protocol and domain URLbox, type in the Abila Millennium protocol plus the domain URL.

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Example:if your users access Abila Millennium by using

https://millennium.com/mill/login.htm, then type inhttps://millennium.com.

b. In theMillennium database serverbox, type in the name of the server (as identified in your network) where your Millenniumproductiondatabase is located. If you have multiple database instances on the same server, you will type in the<server name>\<instance name>.

c. In theDatabase namebox, Type in the name of the data database:milldatafor example.

d. ClickNext.

Oracle

a. In theMillennium protocol and domain URLbox, type in the Abila Millennium protocol plus the domain URL.

Example:if your users access Abila Millennium by using

https://millennium.com/mill/login.htm, then type inhttps://millennium.com.

b. In theOracle TNS Service Namebox, enter the Net Service name for yourAbila Millennium database.

c. ClickNext.

9. On theDestination Folderpage, indicate the location where Millennium Drive will be installed. You can accept the default location or clickChangeto specify a different one.

10. On theReady to Install the Programpage, clickInstallto begin.

11. On theCompletedpage, clickFinishto exit the wizard.

Configuring the IIS for Millennium Drive

Bind your valid SSL certificate to the Millennium Drive web site.

1. Access the IIS Manager by usingStart > Control Panel > Administrative Tools > Internet Information Services (IIS) Manager.Run as administrator.

2. On theConnectionspane, expand (if necessary) the name of the server.

3. ExpandSites, and click onMillenniumDrive.

4. In theActionspane, clickBindings.

5. On theSite Bindingsform, clickAdd.

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6. In theTypelist box, selecthttps. LeaveIP addressset toAll Unassigned, SetPortequal to443.

Note:If Port 443 is already in use, you can specify another value for Port, but do not use Port 80.

7. In theSSL certificatelist box, select the name of your valid SSL certificate.

8. ClickOK.

9. Use Table 1: IIS Server Security and Share Permissions for Millennium Drive to share directories and to grant directory share and security permissions.

Note:The Directory column indicates the default location for Millennium Drive. If you installed it into a different location, then apply the information in this table to that location instead.

Directory Share? Security Permissions Share Permissions

\inetpub\MillMGO\logs Yes Anonymous Access User (MillAppPool Identity) - Full Control

Anonymous Access User (MillAppPool Identity) - Full Control

Table 1: IIS Server Security and Share Permissions for Millennium Drive

Creating an ODBC Instance

Millennium Drive requires an ODBC connection to the Abila Millennium database. If Millennium Drive is installed on the same server as Abila Millennium, no action is required: an ODBC instance has already been established as part of the original installation process. Otherwise, use the following procedure to create one on the Millennium Drive server:

1. Go to the X:\Windows\SysWOW64 folder.

2. Double-click the odbcad32.exe application to open the ODBC wizard.

3. Go to the System DNS tag and click the Add button.

4. Create a new Web SQL instance with the same settings as the one on your Abila Millennium server.

5. Test your connection and reset IIS.

Oracle Data Provider for .NET

Oracle sites must install the Oracle Data Provider for .NET (ODP.NET). We have provided the necessary files from Oracle.

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1. Browse to the location where the Millennium Drive installation files were extracted.

2. Open the3rd Partyfolder and extract the zip file that corresponds to your version of Oracle:

ODTwithODAC121012.ziporODTwithODAC1120320_32bit.zip.

3. Follow Oracle's instructions for installing the ODP.NET.

Starting Millennium Drive

You must have an Abila Millennium user name and password.

Your Abila Millennium user name must be linked to a constituent ID number.

1. To open Millennium Drive, open your web browser and typehttps://plus the name of your Web Server into the address bar.

Example:If the name of the Web Server isVAW518999, then type inhttps://VAW518999.

2. Type in your user name and password, and clickLogin.

If SSL is not implemented, you will not be able to sign in.

Documentation Resources

In addition to this installation guide, the following resources are available for Millennium Drive users, Millennium system administrators, and the database administrator.

Millennium Drive User's Guide - gives an overview of Millennium Drive, reviews details about the data that displays in the application, provides instructions for configuring data and system options in Abila Millennium, and provides instructions for performing tasks in Millennium Drive. The guide is geared to users who already know how to maintain and display data in Abila Millennium, Millennium system administrators, and users who will be training other users at your organization to use Millennium Drive.

Obtain the user's guide by signing in to Abila Millennium and using Millennium Explorer,Help >

Millennium Drive.

FAQs - Within the Millennium Drive application, theHelplink located in the header accesses frequently asked questions and concerns about Millennium Drive.

Context-Sensitive Help - Within the Millennium Drive application, aHelpbutton located on each page and form accesses information that relates to the page you are viewing or to the task that you are performing.

Constituents Summary Administrator's Guide - The Millennium DriveConstituentsviewSummary page is a comprehensive view of a constituent. Information is pulled from multiple Abila Millennium data

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sources to display on one page. Organizations can customize the data source details and layout for the Summarypage to meet business needs. Customizing theSummarypage is highly complex and it is classified as an advanced system or database administrator task.This guide contains the information that an administrator needs to start customizing theSummarypage. Download this guide at

http://kb.abila.com(KB article #10716).

Application Settings Administrator's Guide - provides details about the editable application and log settings in the Millennium DriveWeb.configfile. Abila recommends that you do not change the settings in theWeb.configfile unless you are advised to do so by Customer Support or unless you are

customizing the data source details and layout for theConstituents Summarypage. Download this guide athttp://kb.abila.com(KB article #10716).

References

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