Sage HRMS 2012
Sage Employee Self Service
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Technical Installation Guide for Windows 2003 Server i
Table of Contents
Overview ... 1
Hardware and Software Requirements ... 1
Configure IIS on Windows 2003 Server ... 3
To Configure IIS ... 3
Configure the Mail Server ... 9
To Configure the Mail Server ... 9
Setting up SMTP within IIS ... 11
Modifying Relay Permissions in IIS ... 12
Windows Server 2008 Configuration ... 13
Application Role and Web Services Role ... 13
Technical Installation Guide for Windows Server 2003 and 2008 1
Overview
This document gives instructions for installing Internet Information Services (IIS) for Windows 2003 (including ASP.NET), and SMTP. It also provides instructions for Installing IIS on Windows 2008 Server. During installation, the following assumptions apply.
• You have already installed Windows 2003 Server Standard Edition or Windows Server 2008 and, created an administrative account and can work out of that account.
• You have added the server to your domain or workgroup depending on what your organization requires.
• You have the appropriate CDs necessary for installing software during this installation, including:
− Microsoft Windows Server 2003, Standard Edition − Microsoft Windows Server 2008
− Files in your server’s I386 directory may be required. If you have space on your boot device, you may want to copy the I386 folder from the CD to your hard disk.
Hardware and Software Requirements
Technical Installation Guide for Windows Server 2003 and 2008 3
Configure IIS on Windows 2003 Server
Windows 2003 Server uses the concept of roles. Roles are server functions that your server performs for you after they have been configured.
To Configure IIS
To Configure IIS
2. Make sure you have completed the tasks on the Preliminary Steps page. Click Next.
To Configure IIS
Technical Installation Guide for Windows Server 2003 5 4. On the Application Server Options page, select only Enable ASP.NET as this is the only tool
needed for Internet Information Services. Click Next.
To Configure IIS
6. The role is applied to your server.
To Configure IIS
Technical Installation Guide for Windows Server 2003 7 8. Setup starts configuring components.
To Configure IIS
Next Steps:
• If you do not plan to use the outbound e-mail feature in Employee Self Service, refer to the Employee Self Service Installation and Setup Guide for additional instructions.
Technical Installation Guide for Windows Server 2003 and 2008 9
Configure the Mail Server
The next server role that needs to be added is the Mail Server (SMTP, POP3) role.
To Configure the Mail Server
To Configure the Mail Server
2. Make sure you have completed the tasks on the Preliminary Steps page. Click Next.
Setting up SMTP within IIS
Technical Installation Guide for Windows Server 2003 11 For assistance on configuring the SMTP service for Windows 2003 server, please refer to the Microsoft Knowledge Base article “HOW TO: Set Up and Configure an SMTP Virtual Server in Windows 2003” (http://support.microsoft.com/kb/324285).
You can also use SMTP online help for Windows 2003. This is located at: file:\\%systemroot%\help\mail.chm
on the machine where SMTP is installed. Next Steps:
• If you plan to use SQL Server 2005 for the Employee Self Service database, go to the appropriate Install SQL Server sections.
• If you plan to use SQL Server 2005 Express Edition for the Employee Self Service database, you can stop here. The Employee Self Service installation process enables automatic installation of the latest version of SQL Server 2005 Express Edition and its associated components. Refer to the Employee Self Service Installation and Setup Guide for detailed instructions.
Setting up SMTP within IIS
Below are some troubleshooting tips to determine why e-mails are not delivered with ESS.
1. Check that there are no firewalls or other hardware and software that is installed, that could be blocking the ports that are needed for mail delivery. Port 25 should be made available for delivery when using ESS.
2. Go to the root of the C drive on the web server where ESS is installed and locate the Inetpub directory.
a. Expand the folder and browse to find the Queue folder. If there are e-mails collecting there, they are not being delivered, and you must check relay permissions in Properties for the Default SMTP Virtual Server.
b. Right-click the Default SMTP Virtual Server in the IIS console.
c. Select Properties, select the Access tab, and then click the Relay button.
3. Ensure that there is a path directed to the Exchange Server so that mail can be delivered. Test this by:
a. Copy one of the queued messages and paste it in the Pickup folder.
Modifying Relay Permissions in IIS
c. To locate this setting right-click on the Default SMTP Virtual Server in the IIS console, and select Properties.
d. Select the Delivery tab and click on the Advanced tab. e. Enter the name of the correct server in the Smart Host field.
4. When using Microsoft Exchange for Mail, a connector is needed to accept the e-mail from the Default SMTP virtual server. Microsoft’s website contains instructions for creating the connector for SMTP.
a. Access Microsoft’s support site: http://support.microsoft.com b. Enter Article ID 265293.
c. Follow the defaults within the solution to correctly create a SMTP connector for use with your ESS server for mail delivery.
5. From the IIS console manager, right-click on the Default SMTP Virtual Server and stop the process.
6. Restart the Default SMTP Virtual Server and the e-mail messages should be delivered.
Modifying Relay Permissions in IIS
The following steps enable you to modify the relay permissions in IIS for the Virtual SMTP server to allow the service to run properly with ESS.
1. Select Start > Run, enter MMC, and click OK. The Microsoft Management Console (MMC) appears.
2. Add the Internet Information Services from the File menu. 3. Expand IIS and select the computer on which ESS is installed.
4. Expand the computer tree and right-click Default SMTP Virtual Server and select Properties. 5. Select Access tab and click the Relay button. The Relay Restriction box is displayed.
Application Role and Web Services Role
Employee Self Service 13
Windows Server 2008 Configuration
Application Role and Web Services Role
1. Log in to Windows 2008 Server using your Administrator credentials.2. Select Start > Administrator Tools > Server Manager. The Server Manager Page displays. 3. Select Roles (from the Server Manager Tree) > Add Roles to access the Add Roles Wizard.
4. The Before You Begin page appears, click Next.
5. In the Select Server Roles page, select the Application Server.
Application Role and Web Services Role
7. In the Select Server Roles Page, select Web Server (IIS) and click Next. You are returned to the Select Server Roles page.
8. Select Application Server > Role Services then select Web Server (IIS) Support. The following page displays.
Mail Feature
Technical Installation Guide for Windows Server 2003 15 11. Select the IIS 6 WMI Compatibility check box and click Next. The Confirm Installation
Selections page displays.
12. Click Install. After the installation is complete, click Close.
Mail Feature
1. Log in to Windows Server 2008 with the server roles that you installed (in the previous section). 2. Select Start > Administrator Tools > Server Manager. The Server Manager page displays. 3. Select Features (from the Server Manager Tree) > Add Features. The wizard starts and the Select
Features page displays.
4. Select the SMTP Server check box. The Add Features Wizard page displays.
5. Click Add Required Role Services button. You are returned to the Select Features page. 6. Click Next. The Web Server (IIS) page displays.
7. Click Next. The Select Role Services page displays (this page is accessed by selecting Web Server (IIS) > Role Services).
Note: The installer will accept the items that are checked by default in the Add Features wizard.
Mail Feature
