intertrax Suite resource MGR Web

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interTRAX™ Suite resource MGR™ Web

Resource Management

Installation Guide Version 4

2012

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RMEWEB V4 IG Rev. 3 (11-12) 2 Contents

1 Introduction ... 4

2 Application Architecture ... 4

3 System Requirements ... 5

3.1 Server ... 5

3.2 Administrator Workstation ... 5

3.3 Client (Print Station) ... 6

3.4 Client ... 6

4 Single Server - Default Install (SQL Server 2008 R2 Express) ... 7

4.1 Add Server Role – Web Server (IIS) ... 7

4.2 Enable Windows Feature - Windows PowerShell ... 8

4.3 Configure Windows Firewall ... 8

4.4 Install resourceMGR Web Software ... 8

4.5 Install SQL Server Management Studio ... 9

4.6 Enable SQL Server TCP/IP Connection ... 9

4.7 Add resourceMGR Administrator User to SQL Server Permissions ... 9

4.8 License Application ... 10

5 Single or Dual Server – SQL Server 2008 Standard (or above) ... 11

5.1 Configure Windows Firewall (Database Server) ... 11

5.2 Enable SQL Server TCP/IP Connection (Database Server) ... 11

5.3 Add Server Role – Web Server IIS (Application Server) ... 12

5.4 Install Windows Installer 4.5 (Application Server) ... 12

5.5 Install .NET Framework 4.0 (Application Server) ... 13

5.6 Install Report Viewer (Application Server) ... 13

5.7 Install resourceMGR Web (Application Server) ... 13

5.7.1 Local SQL Server with No Name {Default Instance} Syntax ... 14

5.7.2 Local SQL Server with Defined Instance Name Syntax ... 14

5.7.3 Remote SQL Server with No Name {Default Instance} Syntax ... 14

5.7.4 Remote SQL Server with Defined Instance Name Syntax ... 14 5.8 Add resourceMGR Administrator User to SQL Server Permissions (Database Server) 15

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RMEWEB V4 IG Rev. 3 (11-12) 3

5.9 License Application ... 15

6 Website Administrator – Install ... 16

6.1 Test Connectivity ... 16

6.1.1 SQL Server 2008 R2 Express ... 16

6.1.2 SQL Server 2008 Standard or above ... 16

6.1.3 Successful Database Connectivity ... 16

6.1.4 Database Connection Failure ... 16

6.2 Install Client Components ... 17

6.2.1 Install Windows Installer 4.5 ... 17

6.2.2 Install .NET Framework 4.0 ... 17

6.2.3 Install Report Viewer ... 17

6.2.4 Install resourceMGR ... 17

6.2.5 License Application ... 18

6.2.6 Basic Setup ... 19

7 Client (Print Station) – Install ... 20

7.1 Install printCONTROL ... 20

7.2 Add to ‘Trusted Sites’ and Enable Active X Control ... 20

7.3 License printCONTROL ... 21

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resourceMGR Web Installation Guide

1 Introduction

resourceMGR Web is a complimentary product to resourceMGR. The add-on web application allows clients to connect over the internet to contribute responder, equipment, or assignment data. The website offers a full line of features including: resource reports, searching, filtering and printing. Security for the website is based upon database level permissions. Website administrators have control over the content and behavior of the website through resourceMGR (full client) security settings and website security settings.

This article covers the application architecture, system requirements, and application installation. All installation instructions are based Windows Server 2008 and/or 2008 R2 operating system. The exact steps may vary slightly depending on operating system.

2 Application Architecture

INTERNET

Resource database Database Server

resourceMGR & resourceMGR web share the same database

resourceMGR Web Client

· Add/ Edit responder, equipment, or assignment data

· Run resource reports

· Search, filter, and sort

· Print credentials (client install required for printing)

Client

resourceMGR Full Client

· Qualification management

· Centralized Printing

resourceMGR Web

Client

Website Administrator Workstation

Client

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3 System Requirements

resourceMGR Web has several hardware/software components that need to be considered before install: the server, the administrator workstation, the printing web clients, and the data entry web clients. Identify the hardware used for each component and compare against the minimum system requirements below.

3.1 Server

The server can be a physical machine or a virtual machine.

If installing to a single server environment, the server operating system must be Windows Server 2008 SP2 or above.

Item Server Type Recommended Requirement

Operating System Application Server Windows Server 2008 SP2 Windows Server 2008 R2 SP1 Database Server Windows Server 2008 R2 SP1

Windows Server 2008 SP2 Windows Server 2003 SP2 Windows Server 2003 R2 SP2

Free Disk Space 16 GB

Processor Type AMD Opteron

AMD Athlon 64

Intel Xeon with Intel EM64T support Intel Pentium IV with EM64T Support

Processor Speed 2.0 GHz or faster

Memory 4 GB or more

IIS Application Server 7.0, 7.5

Windows Installer 4.5

.NET Framework Application Server 4.0 Database Server 3.5 SP1

Firewall Port Database Server Inbound TCP Port 1433 Network Software Database Server TCP/IP enabled

Database Software Database Server SQL Server 2008 R2 Express (10 GB limit) with advanced services (or above)

3.2 Administrator Workstation

Item Recommended Requirement

Operating System Windows XP Professional SP3, Windows 7 32-bit or 64-bit (Home Premium and above)

Free Disk Space 8 GB

Processor Type PIII Compatible Processor Speed 2.0 GHz or faster

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Memory 2 GB or more

Graphic Memory 128 MB

Video Card DirectX 9.0 or better Screen Resolution 1024 x 768 or higher Windows Installer 4.5

.NET Framework 4.0

Network Must have network connectivity and permission to access SQL Server on the Database Server

3.3 Client (Print Station)

Browser Internet Explorer 7, 8, 9 (32-bit browser) Active X Controls Enabled

Windows Installer 4.5

.NET Framework 4.0

3.4 Client

Browser Internet Explorer 7, 8, 9 (32-bit browser)

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4 Single Server - Default Install (SQL Server 2008 R2 Express)

The following instructions assume the resourceMGR Web application will be installed on a single server environment utilizing Microsoft SQL Server 2008 R2 Express.

All components require administrator permission to install.

4.1 Add Server Role – Web Server (IIS)

1. Open the Add Roles Wizard by browsing to the Start Menu > Control Panel > Programs >

Programs and Features > Turn Windows features on or off link.

2. From the Server Manager dialog select Roles and click Add Roles.

3. From the Roles list place a check next to Web Server (IIS)

4. Follow the wizard prompts until reaching the Role Services selection list.

5. Place a check next to the following features in the Role Services list. Note: The Role Services wizard will prompt you to install additional supporting services as the required services below are checked; allow the supporting installs.

a. Common HTTP Features i. Static Content ii. Default Document iii. Directory Browsing iv. HTTP Errors b. Application Development

i. ASP .NET

ii. .NET Extensibility iii. ISAPI Extensions iv. ISAPI Filters c. Health and Diagnostics

i. HTTP Logging ii. Request Monitor d. Security

i. Basic Authentication ii. Windows Authentication iii. Request Filtering

e. Performance

i. Static Content Compression f. Management Tools

i. IIS Management Console ii. IIS 6 Metabase Compatibility iii. IIS 6 WMI Compatibility iv. IIS 6 Scripting Tools

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RMEWEB V4 IG Rev. 3 (11-12) 8 6. Finish the wizard and press Install

4.2 Enable Windows Feature - Windows PowerShell

1. Open the Add Features Wizard by browsing to the Start Menu > Control Panel > Programs

> Programs and Features > Turn Windows features on or off link.

2. From the Server Manager dialog select Features and click Add Features.

3. From the Feature list place a check next to Windows PowerShell 4. Follow the wizard prompts to install the feature.

4.3 Configure Windows Firewall

The firewall should allow INBOUND connections on port 1433

1. Open the Control Panel > System and Security > Windows Firewall 2. On the left panel select the link Advanced Settings

3. Click Inbound Rules on the left panel 4. Click New Rule… on the right panel

5. On the Rule Type dialog select Port radio button and click Next >

6. On the Protocol and Ports dialog select TCP. Type 1433 into the Specific Local Port: text box and click Next >

7. On the Action dialog leave the default selection Allow the connection

8. On the Profiles dialog leave all profiles selected unless IT recommends otherwise and click Next >

9. On the Name dialog type in the name ‘SQL TCP IP Connection’ then click Finish.

4.4 Install resourceMGR Web Software

The installer includes the web application plus all supporting installations, including SQL Server 2008 R2 Express.

1. Insert the interTRAX Suite DVD.

2. Allow autorun to display the splash screen, or Browse the DVD using File Explorer.

Navigate to the [DVD Drive]: and double-click index.htm file. Under the identification heading click the icon to install resourceMGR Web.

3. Follow the wizard prompts to complete the install. The installation may require a reboot.

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4.5 Install SQL Server Management Studio

2. Browse the DVD using File Explorer. Navigate to the [DVD

Drive]:\STI\SQLExpress2008R2\ and double-click the SQLEXPRWT_x86 or x64 install file appropriate for your server.

3. From the SQL Server Installation Center dialog select Installation > New installation or add features to an existing installation.

4. From the Installation Type dialog select the radio button to Add features to an existing instance of SQL Server 2008 R2 and press Next.

5. From the Feature Selection dialog place a check next to Management Tools – Basic and press Next.

6. Follow the wizard prompts to complete the install.

4.6 Enable SQL Server TCP/IP Connection

1. On the server open the Start menu and choose Programs > Microsoft SQL Server 2008 R2 >

Configuration Tools > SQL Server Configuration Manager 2. Expand SQL Server Network Configuration

3. Expand Protocols for [Server Instance Name]

4. Right-Click TCP/IP and choose enable 5. Expand SQL Server Services

6. Right-Click SQL Server Browser and choose Start. Note: SQL Browsing allows the

administrator client machine to find the database across the network. Enabling the SQL Browser is considered less secure.

4.7 Add resourceMGR Administrator User to SQL Server Permissions

The resourceMGR Web administrator will manage the website using the full client resourceMGR application. The resourceMGR full client application is installed on a user workstation and attaches to the server database through a network connection.

To support this remote connection, the website administrator’s domain user account must be given permission to the SQL Server.

1. From the Start menu select Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio.

2. Expand Security within the Object Explorer left panel.

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RMEWEB V4 IG Rev. 3 (11-12) 10 3. Right-Click Logins and choose New Login.

4. On the Login – New dialog click the Search… button to find the website administrator’s domain account. Note: a group, rather than an individual user, may be given permission to the database allowing the website administrator role to switch between a variety of personnel.

5. On the Select User or Group dialog ensure the Location is set to Entire Directory.

6. Type the domain user or group name into the object text area and then press Check Names.

7. Press OK to accept the name and OK again to save the Login.

8. Collapse Security within the Object Explorer panel and expand Databases > Resource >

Security.

9. Right-Click Users and select New User.

10. Press the […] button next to the Login text area. Find the login created in step 5.

11. Type, or copy & paste a name into the User name field.

12. Select db_datareader and db_datawriter permissions under the Database role membership.

13. Press OK when finished to create the database user.

4.8 License Application

Licensing the resourceMGR Web application occurs over the internet. If possible, connect the server to the internet, and then perform the following steps:

1. Open resourceMGR Web using the desktop icon 2. Enter the license key provided and click Activate

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5 Single or Dual Server – SQL Server 2008 Standard (or above)

The following instructions assume SQL Server 2008 Standard or above is already installed and configured on the server. Each section is labeled application server or database server to support a dual server environment. Single server environments will execute all steps on a single server.

In this configuration, each component must be installed individually. Do not install using the resourceMGR Web setup.exe. All components require administrator permission to install.

5.1 Configure Windows Firewall (Database Server)

The firewall should allow INBOUND connections on port 1433

1. Open the Control Panel > System and Security > Windows Firewall 2. On the left panel select the link Advanced Settings

3. Click Inbound Rules on the left panel 4. Click New Rule… on the right panel

5. On the Rule Type dialog select Port radio button and click Next >

6. On the Protocol and Ports dialog select TCP. Type 1433 into the Specific Local Port: text box and click Next >

7. On the Action dialog leave the default selection Allow the connection

8. On the Profiles dialog leave all profiles selected unless IT recommends otherwise and click Next >

9. On the Name dialog type in the name ‘SQL TCP IP Connection’ then click Finish.

5.2 Enable SQL Server TCP/IP Connection (Database Server)

1. On the server open the Start menu and choose Programs > Microsoft SQL Server 2008 R2 >

Configuration Tools > SQL Server Configuration Manager 2. Expand SQL Server Network Configuration

3. Expand Protocols for [Server Instance Name]

4. Right-Click TCP/IP and choose enable 5. Expand SQL Server Services

6. Right-Click SQL Server Browser and choose Start. Note: SQL Browsing allows the

administrator client machine to find the database across the network. Enabling the SQL Browser is considered less secure.

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5.3 Add Server Role – Web Server IIS (Application Server)

1. Open the Add Roles Wizard by browsing to the Start Menu > Control Panel > Programs >

Programs and Features > Turn Windows features on or off link.

2. From the Server Manager dialog select Roles and click Add Roles.

3. From the Roles list place a check next to Web Server (IIS)

4. Follow the wizard prompts until reaching the Role Services selection list.

5. Place a check next to the following features in the Role Services list. Note: The Role Services wizard will prompt you to install additional supporting services as the required services below are checked; allow the supporting installs.

a. Common HTTP Features i. Static Content ii. Default Document iii. Directory Browsing iv. HTTP Errors b. Application Development

i. ASP .NET

ii. .NET Extensibility iii. ISAPI Extensions iv. ISAPI Filters c. Health and Diagnostics

i. HTTP Logging ii. Request Monitor d. Security

i. Basic Authentication ii. Windows Authentication iii. Request Filtering

e. Performance

i. Static Content Compression f. Management Tools

i. IIS Management Console ii. IIS 6 Metabase Compatibility iii. IIS 6 WMI Compatibility iv. IIS 6 Scripting Tools 6. Finish the wizard and press Install

7. When finished, close the Server Manager.

5.4 Install Windows Installer 4.5 (Application Server)

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RMEWEB V4 IG Rev. 3 (11-12) 13 2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\

WindowsInstaller4_5\. Double-Click the appropriate installer for the server:

Operating System Install Package

Windows Server 2008 SP2 x86 Windows6.0-KB942288-v2-x86.msu Windows Server 2008 SP2 x64 Windows6.0-KB942288-v2-x64.msu Windows Server 2008 R2 No install required

3. Follow the wizard prompts to complete the install.

5.5 Install .NET Framework 4.0 (Application Server)

2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\DotNetFX40\.

3. Double-Click the dotNetFx40_Full_x86_x64.exe.

4. Follow the wizard prompts to complete the installation.

5.6 Install Report Viewer (Application Server)

2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\ReportViewer\.

3. Double-Click the ReportViewer.exe.

5.7 Install resourceMGR Web (Application Server)

2. Press the Start button and type cmd in the search text area to open the command prompt.

3. Change the command prompt directory to [DVD Drive]:\STI\en-US

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RMEWEB V4 IG Rev. 3 (11-12) 14 5.7.1 Local SQL Server with No Name {Default Instance} Syntax

The following instructions will load the resource database to the local copy of SQL Server (default instance name)

1. Type the following into the command prompt window and press the Enter key.

msiexec /i resourceMGRweb.msi SQLUSEDEFAULTINSTANCE=1 2. Follow the wizard prompts to install resourceMGR Web.

5.7.2 Local SQL Server with Defined Instance Name Syntax

The following instruction will load the resource database to the local copy of SQL Server (named instance).

msiexec /i resourceMGRweb.msi SQLSERVERINSTANCE=[instance name]

2. Follow the wizard prompts to install resourceMGR Web.

5.7.3 Remote SQL Server with No Name {Default Instance} Syntax

The following instructions will load the resource database to a remote copy of SQL Server (default instance name)

msiexec /i resourceMGRweb.msi sqlserver=[name of server]

SQLUSEDEFAULTINSTANCE=1

5.7.4 Remote SQL Server with Defined Instance Name Syntax

The following instructions will load the resource database to a remote copy of SQL Server, named instance.

msiexec /i resourceMGRweb.msi sqlserver=[name of server]

SQLSERVERINSTANCE=[instance name]

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5.8 Add resourceMGR Administrator User to SQL Server Permissions (Database Server)

The resourceMGR Web administrator will manage the website using the full client resourceMGR application. The resourceMGR full client application is installed on a user workstation and attaches to the server database through a network connection.

To support this remote connection, the website administrator’s domain user account must be given permission to the SQL Server.

1. From the Start menu select Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio.

2. Expand Security within the Object Explorer left panel.

3. Right-Click Logins and choose New Login.

4. On the Login – New dialog click the Search… button to find the website administrator’s domain account. Note: a group, rather than an individual user, may be given permission to the database allowing the website administrator role to switch between a variety of personnel.

5. On the Select User or Group dialog ensure the Location is set to Entire Directory.

6. Type the domain user or group name into the object text area and then press Check Names.

7. Press OK to accept the name and OK again to save the Login.

8. Collapse Security within the Object Explorer panel and expand Databases > Resource >

Security.

9. Right-Click Users and select New User.

10. Press the […] button next to the Login text area. Find the login created in step 5.

11. Type, or copy & paste a name into the User name field.

12. Select db_datareader and db_datawriter permissions under the Database role membership.

13. Press OK when finished to create the database user.

5.9 License Application

Licensing the resourceMGR Web application occurs over the internet. If possible, connect the server to the internet, and then perform the following steps:

1. Open resourceMGR Web using the desktop icon 2. Enter the license key provided and click Activate

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6 Website Administrator – Install

The website administrator will manage organization setup, qualifications, security, and user accounts for the resourceMGR Website. The resourceMGR application cannot be installed to a server.

For this installation, each component must be installed to the client machine individually. Do not install using the resourceMGR setup.exe.

6.1 Test Connectivity

Before installing any application component, confirm the client machine has access to the SQL Server database.

6.1.1 SQL Server 2008 R2 Express

If using SQL Server 2008 Express, type the following into the command prompt:

sqlcmd –E –S [Server Name]\[Instance]

Example: sqlcmd –E –S GODZILLA\SQLEXPRESS 6.1.2 SQL Server 2008 Standard or above

If using SQL Server 2008 Standard or above, type the following into the command prompt:

sqlcmd –E –S [Server Name]

Example: sqlcmd –E –S GODZILLA 6.1.3 Successful Database Connectivity

A successful connection to the database will display as 1> (depicted below) 2. type exit to close the connection.

6.1.4 Database Connection Failure

If the connection fails, confirm the website administrator’s domain account:

a. Is on the same network as the database server

b. Has been added to SQL Server Security (section 4.7 or 5.6 )

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RMEWEB V4 IG Rev. 3 (11-12) 17 c. Firewall port is open (section 4.3 or 5.1)

d. SQL Browser is enabled (section 4.6 or 5.2 )

6.2 Install Client Components

All components require administrator permission to install.

6.2.1 Install Windows Installer 4.5 1. Insert the interTRAX Suite DVD.

2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\

WindowsInstaller4_5\. Double-Click the appropriate installer for the workstation:

Operating System Install Package

Windows XP SP2 WindowsXP-KB942288-v3-x86.exe

Windows 7 No install required

6.2.2 Install .NET Framework 4.0 1. Insert the interTRAX Suite DVD.

2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\DotNetFX40\.

3. Double-Click the dotNetFx40_Full_x86_x64.exe.

6.2.3 Install Report Viewer

2. Browse the DVD using File Explorer. Navigate to the [DVD Drive]:\STI\ReportViewer\.

3. Double-Click the ReportViewer.exe.

6.2.4 Install resourceMGR

3. Change the command prompt directory to [DVD Drive]:\STI\en-US

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RMEWEB V4 IG Rev. 3 (11-12) 18 6.2.4.1 Remote SQL Server – Express Version Syntax

The following instructions will install resourceMGR pointed to the remote copy of SQL Server Express.

msiexec /i resourceMGR.msi sqlserver=[server name]

2. Follow the wizard prompts to install resourceMGR.

6.2.4.2 Remote SQL Server with No Name {Default Instance} Syntax

The following instructions will install resourceMGR pointed to a remote copy of SQL Server (default instance name)

msiexec /i resourceMGR.msi sqlserver=[name of server]

SQLUSEDEFAULTINSTANCE=1

6.2.4.3 Remote SQL Server with Defined Instance Name Syntax

The following instructions will install resourceMGR pointed to a remote copy of SQL Server, named instance.

msiexec /i resourceMGR.msi sqlserver=[name of server]

SQLSERVERINSTANCE=[instance name]

6.2.5 License Application

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RMEWEB V4 IG Rev. 3 (11-12) 19 Licensing the resourceMGR application occurs over the internet. If possible, connect the client to the internet, and then perform the following steps:

1. Login to the client machine under the website administrator’s domain user account.

2. Open resourceMGR using the desktop icon 3. Enter the license key provided and click Activate 6.2.6 Basic Setup

To begin using resourceMGR Web, a few settings must be configured in resourceMGR (administrator client). The details are provided in the resourceMGR Web user guide.

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7 Client (Print Station) – Install

Clients that wish to print from resourceMGR Web will require a local software installation.

Installing and licensing the software requires administrator privileges on the local machine, and the availability of a single printable resource (person, equipment, or assignment) within

resourceMGR Web. This resource can be created during the installation process or ahead of time.

7.1 Install printCONTROL

2. Allow autorun to display the splash screen, or Browse the DVD using File Explorer.

Navigate to the [DVD Drive]: and double-click index.htm file. Under the Identification heading click the icon to install printCONTROL.

7.2 Add to ‘Trusted Sites’ and Enable Active X Control

1. Open the Internet Explorer browser 2. Navigate to the resourceMGR Web URL 3. From the tools menu select Internet Options 4. Select the Security tab

5. On the Security tab highlight Trusted Sites and press the Sites button.

6. Review the URL listed in the ‘add this website to the zone:’ text area. If correct press Add and then close Internet Options.

7. Login to the website using the administrator supplied user name and password.

8. Select a resource to print, and click the print button.

9. Internet Explorer will prompt to run an Active X add-on.

10. Right-Click the prompt and select Run Add-on.

11. Click Run again from the Internet Explorer – Security Warning dialog.

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7.3 License printCONTROL

1. After loading the add-on, a license key text area will appear.

2. Enter the license key into the text area and click OK.