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Install Guide - Hosted

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Page 1 of 4

SelectSurvey.NET Install Guide – for Hosted

For more detailed instructions read the “SelectSurveyNETInstallGuide.pdf” located in same

directory as this file. This install guide is for customers using shared hosting for the survey

application.

Requirements

To use this system, your web site must be running Microsoft Internet Information Server

(IIS) and have the .NET Framework 2.0 or later installed.

Installation Considerations for Hosted Environment

If you are planning on hosting the application in a hosted environment first make sure the hosting provider complies with the following:

1. Windows Server (Microsoft Internet Information Server).

2. .NET Framework 2.0 or later must be installed on hosted server 3. Supports Microsoft Access or Microsoft SQL database.

4. In some situations an application pool for the application is desirable to prevent excessive time outs. 5. Ability to configure application folder as an application in IIS.

6. Access to SMTP server for sending email.

Installation Checklist

The steps to install SelectSurveyNET are as follows:

1. Download and Unzip files.

Copy “files to copy to IIS” to web server.

2. Place files on Web Server and Configure Web Server.

Configure IIS root folder as an application to use .Net 2.0 Framework.

3. Configure your database.

SQL Server or MS Access? Write down connection string for next step.

4. Edit the WEB.CONFIG.

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Page 2 of 4 your customized information.

5. Log in and test your configuration.

Login to the application with “admin/admin” to check your configuration.

Detailed Instructions for above steps:

1. Download and Unzip files.

Unzip the files to a temporary directory. The zip file contains a folder of files to copy to the web server titled “Files to copy to IIS”, and a folder containing the solution project file and source code titled “Source Code” for development and customizations.

2. Place files on Web Server and Configure Web Server.

Copy the files inside the folder “Files to copy to IIS” to either your root web site folder or create a virtual directory in IIS that points to where your put the files, named something like "SelectSurveyNET". Make sure there is an “Application Name” entered under “Application Settings” in IIS properties for the SelectSurveyNET virtual directory. If you are using IIS6.0 with Windows Server 2003, we recommend that the Select Survey application be assigned its own application pool.

3. Configure your database.

At this point, you must decide whether to use Microsoft Access or SQL Server. Please refer to the appropriate section, below.

Microsoft Access

a. The database, which has been fully populated with all required meta-data, is located in the

"Documentation/Database" directory. This folder contains a copy of the Access database. The version named SelectSurveyNET.mdb is in Access 2000 format. Make sure that the copy of the Access database that you are using is NOT marked read-only.

b. Next, set the permissions on the Access database. The ASP.NET account must have modify permissions to both the folder containing the database and the database file itself. The IUSR_MACHINE account, which is the account under which the web server runs, must have permission to open the database file. To set this permission, grant permission to the .mdb file for the IUSR_MACHINE account by right-clicking on the database file, selecting Security, and granting either write or full permission to the IUSR_MACHINE account.

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Page 3 of 4 a. Load the tables into the database. The script for the tables is located in the file,

"SelectSurveyNETTables.sql," which is located in the "Documentation/SQLScripts/SQLServer" directory. The best way to load the tables is to open Microsoft Query Analyzer, open the file,

"SelectSurveyNETTables.sql," from Query Analyzer, and execute.

b. Load the required meta data into the database. The script for the meta-data is located in the file, "SelectSurveyNETData.sql," which is located in the "Documentation/SQLScripts/SQLServer" directory. The best way to load the meta-data is to open the file, "SelectSurveyNETData.sql," from Microsoft Query Analyzer, and execute it.

MySQL

a. Run scripts located in the “Documentation/MySQL Scripts” folder to create the tables and default data.

Oracle

a. Run scripts located in the “Documentation/Oracle Scripts” folder to create the tables and default data.

PostgreSQL

a. Requirements:

• must have PostgreSQL installed • must register pgnp.dll.

b. Create database c. Create database user

d. Assign user rights on database

e. Run scripts located in the “Documentation/PostgreSQL Scripts” folder to create the tables and default data.

f. Enter connection string in web.config • Change:

<add key="SUR_DATABASE_TYPE" value="PostgreSQL"/>

4. Edit the WEB.CONFIG file with textpad or notepad to set database connection credentials and all other custom settings.

Replace the key values in the web.config with real values of your database connection string, default email setup, datetime format, etc. See instructions in the web.config for more information on setting these values or read the detailed installation guide.

5. Log in to the application with a browser to test configuration using “admin/admin” as username and password. By default, the application has a single user entered in the SUR_USER table. The username for this default user is "admin" and the password is also "admin." This account has been granted full

administrative rights to the entire application, and should not be deleted. Use this username/password to log into the application the first time. Once logged in as "admin," or if logged in as any account with "admin" level permissions, you can create other user accounts.

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Page 4 of 4

Support

Go online to http://www.classapps.com/support.asp to the support page, where you can fill out a support ticket and find contact information.

References

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