installation guide webforms - helpsystemsdownloads.rjssoftware.com/docs/webforms/... · internet...

19
Installation Guide WebForms Installing WebForms WebForms is a solution that lets you create web-based fillable forms. This guide takes you through the process of installing and configuring the WebForms software and the other software required to run WebForms so that you can use it to design online forms and collect the data you need. This guide is divided into the following sections: Hardware and Software Requirements Installing Microsoft .NET Framework 3.5 or 4.0 Installing and Configuring IBM System i Access for Windows (You only need to do this step if you are using WebForms with WebDocs – i Series Edition.) Installing the WebForms Software Installing and Configuring Microsoft Office InfoPath 2010 Appendix A: Installing Internet Information Services (IIS) Appendix B: Changing the Form Page Time-Out Setting Appendix C: Changing the WebForms Configuration

Upload: others

Post on 24-May-2020

4 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

Installation Guide

WebForms

Installing WebForms

WebForms is a solution that lets you create web-based fillable forms. This guide takes you

through the process of installing and configuring the WebForms software and the other

software required to run WebForms so that you can use it to design online forms and collect

the data you need.

This guide is divided into the following sections:

Hardware and Software Requirements

Installing Microsoft .NET Framework 3.5 or 4.0

Installing and Configuring IBM System i Access for Windows (You only need to do this

step if you are using WebForms with WebDocs – i Series Edition.)

Installing the WebForms Software

Installing and Configuring Microsoft Office InfoPath 2010

Appendix A: Installing Internet Information Services (IIS)

Appendix B: Changing the Form Page Time-Out Setting

Appendix C: Changing the WebForms Configuration

Page 2: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 2

Hardware and Software Requirements

You can use this section as a checklist to make sure you have all the components you need to

run WebForms.

Hardware

The following are the minimum and recommended requirements for the server that WebForms

runs on:

Note: The server must be dedicated. Dedicated in this sense means that the server is not a

server for any other application. It is dedicated to WebForms.

Minimum Recommended

Operating System Windows Server 2003, 32-bit Windows Server 2008, 64-bit

RAM 4 BG 8 GB

Processor Dual-Core Quad-Core

Software

The following software needs to be installed and configured on the server:

Internet Information Services (IIS):

6.0 for servers running on Microsoft Windows Server 2003

7.0 for servers running on Microsoft Windows Server 2008

Microsoft .NET Framework 3.5 or 4.0

(If you are using WebForms with WebDocs – iSeries Edition) IBM System i Access for

Windows (formerly known as Client Access/400) with all database drivers installed

WebForms Software

Microsoft Office InfoPath 2010 with .NET Programmability enabled

Page 3: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 3

Installing Microsoft .NET Framework 3.5 or 4.0

Your server must have Microsoft .NET Framework 3.5 or 4.0 installed.

If you’re not sure what version of Microsoft .NET Framework is installed on your server, go to

C:\Windows\Microsoft.NET\Framework. If there is a folder named v3.5 or v4.0, Microsoft .NET

Framework 3.5 or 4.0 is installed and you can ignore these instructions.

If neither v3.5 nor v4.0 are there, download and install.NET Framework 3.5 at:

http://www.microsoft.com/download/en/details.aspx?id=21

Page 4: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 4

Installing and Configuring IBM System i Access for Windows

Note: You should follow the instructions in this heading only if you are using WebForms with

WebDocs – iSeries Edition. If you’re not using WebForms with WebDocs – iSeries Edition, you

can ignore these instructions.

IBM System i Access for Windows (formerly called Client Access/400) is a component of your

iSeries. It must be installed on both your iSeries and the WebForms server, and during the

installation on the WebForms server, all database drivers must be installed.

You can find IBM’s installation instructions here: http://www-

03.ibm.com/systems/i/software/access/windows/doc.html.

To install all database drivers on the WebForms server:

On the Custom Setup page of the

installation wizard, make sure to

install:

ODBC

OLE DB Provider

.NET Data Provider

If IBM System i Access for Windows is already installed on the WebForms server, make sure all

the database drivers are installed:

1. Go to Add/Remove Programs (for Windows Server 2003) or Program Features(for

Windows Server 2008).

2. Highlight IBM System i Access for Windows and click Change.

3. Go through the installation wizard, making sure ODBC, OLE DB Provider, and .NET Data

Provider are installed like in the image above.

Page 5: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 5

Installing the WebForms Software

RJS Software will give you a link to the installer for the WebForms software as well as the

authorization code to unlock the software. Follow the instructions in the installation wizard that

displays after running the installer. This wizard will guide you through both the installation and

configuration processes.

WebForms is installed to C:\RJSWebforms.

Unlocking the WebForms Software

WebForms is installed with a 30-day demo period. Near the end of the installation, the

installation wizard will prompt you for an authorization to unlock the WebForms software.

If you want to enter the authorization later, you can do so any time within 30 days. You can find

the Unlock RJS WebForms text box at Start>All Programs>RJS WebForms>RJS WebForms

License.

Configuring WebForms and WebDocs – iSeries Edition

If you are installing WebForms and will use it with WebDocs – iSeries Edition, you must

populate the XMLFORMURL data area in the RJSIMAGE library on the iSeries with

http://<serverip>/WebDocsiSeriesFormFiller.aspx

(where <serverip> is the IP address of your WebForms server).

Note: You must be running WebDocs – iSeries Edition 3.18.03 or higher. If you are on a lower

version of WebDocs – iSeries Edition, you need to upgrade to use it in conjunction with

WebForms.

WebForms Log-In URL

The URL for your WebForms log-in page depends upon whether you will use WebForms with

WebDocs, the RJS Software content management system:

WebForms with WebDocs – iSeries Edition http://<serverip>/login.aspx

(where <serverip> is the IP address of your WebForms server)

Page 6: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 6

WebForms with WebDocs – Windows Edition http://<serverip>/loginwin.aspx

(where <serverip> is the IP address of your WebForms server)

WebForms Without WebDocs http://<serverip>/FormList.aspx

(where <serverip> is the IP address of your WebForms server)

Page 7: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 7

Installing and Configuring Microsoft Office InfoPath 2010

Microsoft Office InfoPath 2010 is the form designer for WebForms. It must be installed on the

WebForms server, and all .NET Programmability must be enabled.

Enabling .NET Programmability During Installation of Microsoft Office InfoPath 2010

Enabling .NET Programmability if Microsoft Office InfoPath 2010 Is Already Installed

Enabling .NET Programmability During Installation of Microsoft Office InfoPath

2010

1. Insert and run the Microsoft Office InfoPath 2010 CD or run the Microsoft Office

InfoPath 2010 installer and begin the installation.

2. When you get to the Choose

the installation you want

screen, choose Customize.

3. Under the Installation

Options tab:

a. Expand Microsoft

InfoPath

b. Click .NET

Programmability Support

c. Click Run all from My

Computer

Page 8: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 8

4. Finish the installation, and .NET Programmability Support is enabled. WebForms and all

required software is installed and configured.

Enabling .NET Programmability if Microsoft Office InfoPath 2010 is Already

Installed

1. Go to Add/Remove Programs (for Windows Server 2003) or Program Features(for

Windows Server 2008).

2. Click Microsoft Office Infopath 2010 (or Microsoft Office 2010 if you installed the entire

Office suite) to highlight it and click Change.

3. On the Change Your Installation page, choose Add or Remove Features and click

Continue.

4. At the Installation Options

tab:

a. Expand Microsoft

InfoPath

b. Click .NET

Programmability Support

c. Click Run all from My

Computer

5. Click Continue, and .NET Programmability Support is enabled. WebForms and all

required software is installed and configured.

Page 9: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 9

Appendix A: Installing Internet Information Services (IIS)

This section shows you how to install IIS if it’s not already installed on the WebForms server.

Your server running Microsoft Windows Server 2003 or 2008 comes with IIS (6.0 for 2003 and

7.0 for 2008). But IIS is not installed by default. If IIS is not installed on your server, follow the

link below that matches your server’s operating system.

Note: If you’re not sure whether IIS is installed on your server, go to Start>Run. Type inetmgr

and click OK. If IIS Manager displays, IIS is installed, and you can ignore the instructions in this

section.

Installing IIS 6.0 on Windows Server 2003

Installing IIS 7.0 on Windows Server 2008

Installing IIS 6.0 on Windows Server 2003

To install IIS 6.0 on Windows Server 2003:

1. Click Start>Control Panel>Add or Remove Programs.

2. On the left pane of Add or Remove Programs, click Add/Remove Windows Components.

3. In the Windows Components

Wizard, highlight Application

Server.

4. Click Details.

5. In the Application Server

window Select:

Application Server Console

ASP.NET

Internet Information

Services IIS

6. Click Details.

Page 10: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 10

7. In the Internet Information

Services window, make sure

the following subcomponents

are selected:

Common Files

Internet Information

Services Manager

World Wide Web Service

8. Click OK through the other windows until you get back to the Windows Components

Wizard.

9. Finish configuration, and IIS 6.0 is installed.

Installing IIS 7.0 on Windows Server 2008

To install IIS 7.0 on Windows Server 2008:

1. Click Start>Administrative Tools>Server Manager.

2. In Server Manager, Scroll

down to Roles Summary and

click Add Roles.

3. In the Add Roles Wizard, follow the installation steps, making sure to:

a. Select the Server

Role Web Server

(IIS).

Page 11: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 11

b. Install all roles for

Web Server (IIS)

except FTP

Publishing Service.

Page 12: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 12

Appendix B: Changing the Form Page Time-Out Setting

By default, IIS sessions time out in 20 minutes. This section shows you how to change the IIS

time-out setting.

Before you read the instructions on how to change the setting, here is an example of why you

might need to. Say you’ve installed WebForms and have designed a form for end users to fill

out. Say the form is complex and takes users longer than 20 minutes to complete. If you haven’t

increased the IIS session time-out setting, end users would fill out their forms, click save and

receive a server-error message. And none of their data would be saved! They would have

wasted time and energy.

Some organizations that use WebForms have increased the setting to 240 minutes (four hours).

You might want to find a balance between a short time-out and a long one. Your setting might

take into account the amount of time it takes an average user to complete a form with an

additional 10-20 minutes as a buffer.

The instructions for changing the IIS session time-out setting are divided into whether your

server runs on Microsoft Windows Server 2003 or 2008.

Changing the IIS Session Time-Out Setting in Windows Server 2003

Changing the IIS Session Time-Out Setting in Windows Server 2008

Changing the IIS Session Time-Out Setting in Windows Server 2003

To change the IIS session time-out setting in Windows Server 2003:

1. Click Start>Administrative Tools>Internet Information Services (IIS) Manager.

2. Expand the local computer.

3. Expand Web Sites.

Page 13: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 13

4. Right-click

RJSWebFormsServer and

click Properties.

5. In RJSWebFormsServer

Properties, click the Home

Directory tab.

6. Click Configuration.

7. In Application Configuration,

click the Options tab.

Page 14: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 14

8. In Session timeout set the

number of minutes.

Changing the IIS Session Time-Out Setting in Windows Server 2008

To change the IIS session time-out setting in Windows Server 2008:

1. Click Start>Administrative Tools>Internet Information Services (IIS) Manager.

2. Expand the local computer.

3. Expand Sites.

4. Click RJSWebFormsServer once to highlight it.

5. In the ASP.NET area, double-

click Session State.

Page 15: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 15

6. Make sure In Process is

selected, and then in Time-

out set the number of

minutes.

Page 16: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 16

Appendix C: Changing the WebForms Configuration

The WebForms installer takes you through the configuration process during installation. This

section shows you how to change the configuration of the WebForms software in conjunction

with WebDocs, should you need to, after you have installed WebForms.

The instructions for changing the WebForms configuration are divided into whether your server

runs on Microsoft Windows Server 2003 or 2008.

Changing the WebForms Configuration in Windows Server 2003

Changing the WebForms Configuration in Windows Server 2008

Changing the WebForms Configuration in Windows Server 2003

To change the configuration in Windows Server 2003:

1. Click Start>Administrative Tools>Internet Information Services (IIS) Manager.

2. Expand the local computer.

3. Expand Web Sites.

4. Right-click

RJSWebFormsServer and

click Properties.

Page 17: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 17

5. In RJSWebFormsServer

Properties, click the ASP.NET

tab.

6. Click Edit Configuration.

7. In ASP.NET Configuration Settings, define the following application settings:

If you are using WebForms with WebDocs – iSeries Edition:

WebDocsIP: Type the IP

address or host name of

the iSeries that WebDocs is

on.

iSeriesUser: Type the user

name to the iSeries that

WebDocs is on. Use all

upper-case letters.

iSeriesPass: Type the

password to the iSeries

that WebDocs is on. The

password is case-sensitive.

If you are using WebForms with WebDocs – Windows Edition:

Page 18: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 18

WebDocsUser: Type the

WebDocs user name. The

user name is case-

sensitive.

WebDocsPass: Type the

WebDocs password. The

password is case-sensitive.

Scroll down to

WebDocsWindowsURL:

Type the IP address or host

name of the WebDocs

server. Use the format of

http://<yourserver>, where

<yourserver> is the IP

address or host name.

Changing the WebForms Configuration in Windows Server 2008

To change the configuration in Windows Server 2008:

1. Click Start>Administrative Tools>Internet Information Services (IIS) Manager.

2. Expand the local computer.

3. Expand Sites.

4. Click RJSWebFormsServer once to highlight it.

5. In the ASP.NET area, double-

click Application Settings.

Page 19: Installation Guide WebForms - HelpSystemsdownloads.rjssoftware.com/docs/WebForms/... · Internet Information Services Manager World Wide Web Service 8. Click OK through the other

WebForms Installation Guide

Release date: January 23, 2013 Page 19

6. Define the following

application settings:

If you are using WebForms with WebDocs – iSeries Edition:

iSeriesPass: Type the

password to the iSeries

that WebDocs is on. The

password is case-sensitive.

iSeriesUser: Type the user

name to the iSeries that

WebDocs is on. Use all

upper-case letters.

WebDocsIP: Type the IP

address or host name of

the iSeries that WebDocs is

on.

If you are using WebForms with WebDocs – Windows Edition:

WebDocsPass: Type the

WebDocs password. The

password is case-sensitive.

WebDocsUser: Type the

WebDocs user name. The

user name is case-

sensitive.

WebDocsWindowsURL:

Type the IP address or host

name of the WebDocs

server. Use the format of

http://<yourserver>, where

<yourserver> is the IP

address or host name.