installation manual.doc

Price Collection Toolpack™

Price Administration Module Installation Guide

DRAFT

Version: 1.1Date: July 30, 2004


Contents

Installation Prerequisites.......................................................3

Install CD Structure...............................................................4

Installation............................................................................5

SCOPE OF INSTALLATION.................................................................................................5INITIATING THE INSTALLATION FROM THE INSTALL CD.................................................5WELCOME SCREEN...........................................................................................................7MICROSOFT .NET FRAMEWORK INSTALLATION..............................................................8MICROSOFT SQL SERVER DESKTOP ENGINE...................................................................9INSTALLATION OF MICROSOFT SQLXML ENGINE........................................................10INSTALLATION OF MICROSOFT IE WEBCONTROLS........................................................11INSTALLATION ABORTED...............................................................................................12INSTALLATION OPTIONS.................................................................................................13INSTALLATION OPTIONS.................................................................................................13WEBSITE CONFIGURATION.............................................................................................14APPLICATION’S SUPER USER ACCOUNT CONFIGURATION.............................................17APPLICATION DATABASE DEPLOYMENT AND CONFIGURATION......................................18REGIONAL SETTINGS CONFIGURATION..........................................................................20COMPLETING THE INSTALLATION...................................................................................21

How to run the Price Administration Module.........................22

Uninstallation......................................................................25

SCOPE OF UNINSTALLATION..........................................................................................25DISCLAIMER...................................................................................................................25INITIATING UNINSTALLATION FROM ADD/REMOVE PROGRAMS...................................26INITIATING UNINSTALLATION FROM THE INSTALL CD..................................................27

Troubleshooting..................................................................29

HOW TO INSTALL INTERNET INFORMATION SERVER (IIS) ?..........................................29HOW TO SET THE BROWSER LEVEL ACTIVEX SETTINGS ?.............................................32How to add the ASPNET user account to Administrators Group?...............................34

of 36


Installation Prerequisites

Before installation, check your computer to ensure the following:

You must have Administrator Privileges on the machine to install the Price Administration Software.

The Screen Resolution must be 1024 X 768. The locale settings for the current machine must match with the selected

language in the setup. If the Price Administration module is already installed, you must uninstall it

by using: o Add-Remove Programs oro UnInstall.exe available in the Install CD folder structure.

HardwareIntel Compatible PC - Pentium III or higherRAM Minimum is 256 MB, recommended is 512 MB.A minimum of 100 MB free disk space on the installed drive is always recommended for better performance.

SoftwareOne of the following:

Microsoft Windows 2000 (Service Pack 4) or higher Microsoft Windows XP (Service Pack 1) or higherMicrosoft Windows 2003 or higher

All of the following:Microsoft Office Excel 2000 or higherMicrosoft Internet Explorer 6.0(SP1) or higherMicrosoft IIS Server 5.0 or higher with SMTP Service enabled

Note: Installing Microsoft IIS 5.0 is a prerequisite for Price Administration Module software. Please visit the following section for a detailed guide to install the Microsoft IIS 5.0.

of 36


Install CD Structure

The Structure of the PAM install CD is given below. This structure should be available in entirety for installation / uninstallation initiated through this folder to succeed.

of 36


Installation

Scope of Installation

The scope of the installation is to perform the following tasks

a) Detect absence of .Net runtime framework and install v1.03705 of the same

b) Detect absence of SQL Server 2000 instance on the target machine and install an SQL 2K version MSDE instance with the following configuration

a. Instance name - PACT; b. Authentication mode - SQL c. Default SA password - “sa”

c) Detect absence of the utility SQLXML and install the v3.0 of the same.

d) Detect absence of Microsoft IE Webcontrols and install v1.0 of the same.

e) Install the proprietary build files and application database of the ICP/CPI Price Administration Module.

f) Detecting absence of mapping of ASPNET user account to Administrators user group and creating the mapping.

g) Creating necessary entries required in the registry.

Initiating the Installation from the Install CDDouble click the setup.exe located in the PAM\Install CD folder on your CD to initiate installation, the following screen appears:

of 36


The supported languages are Arabic, Chinese, English, French, and Spanish. Choose a language you wish to install and click the OK button. Please note that the selected language should match the locale of your operating system. If any mismatch occurs, the setup will display the following error message indicating the locale mismatch

To correct this error, change the locale settings and double-click the setup. Further, if the prerequisite software required for the Price Administration Module is not installed on the system, the setup also detects and reports the same.

of 36


Please note that the setup will not proceed on the following conditions,

1. If the Screen Resolution is not set to 1024 X768 pixels2. If the locale settings of the current machine doesn’t match the

selected language.3. If the support folders such as MSDE, MDAC and SQLXML required

for the installation doesn’t exist.4. If it detects a version less than of Microsoft Excel 2000.

Welcome screen

If the prerequisite conditions and the locale settings are correct, setup displays the following welcome screen

Click the Next button to initiate pre-requisite software detection and deployment before application installation can commence.

of 36


Microsoft .NET framework Installation

The Setup will install the Microsoft .NET Framework 1.0.3705. If the Microsoft .NET Framework already exists, it will skip installing MS.NET.

Click the Next button, the following screen appears indicating the progress of the installation and the successful completion.

of 36


Microsoft SQL Server Desktop Engine

The Setup further, installs the Microsoft SQL Desktop Engine. The following are the conditions by which SQL MSDE (Microsoft SQL Server Desktop engine) will be installed.

o IF an existing Microsoft SQL Server or PACT Instance is present, the installer will skip installing MS Desktop Engine.

o Otherwise, it will install a fresh MSDE instance (named PACT) on the target machine.

The following screens appear indicating the status of the installation.

Note: The MSDE installation may prompt a restart of the OS in some target platforms. Always choose “No” to ensure successful continuance of PAM setup.

of 36


Installation of Microsoft SQLXML Engine

The setup installs the core Microsoft SQLXML Engine as depicted in the following diagram

of 36


Installation of Microsoft IE Webcontrols

The setup installs the Microsoft IE Webcontrols as depicted in the following diagram

Choose the (I Agree), Click the Next button to install the same.

of 36


Installation AbortedSetup detects the list of prerequisite software required for the successful installation of Price Administration Module and installs the same if found absent. After the successful installation of the prerequisite software, the setup will detect and complete the installation. If for some reasons, the installation of any one/more of the prerequisite software is/are failed, the setup will display the following message and abort the installation.

The user must install the aforesaid software(s) outside the installation by invoking the same from the Install CD folder.

For e.g., if the SQLXML Version 3 installation is failed due to some reasons, do the following.

A) Browse to the install CD folder and double click the directory called support. B) Double click the SQLXML.msi and install the same.

After installing the SQLXML successfully, invoke the setup.exe from the Install CD folder to complete the Price Administration Module Installation.

of 36


Installation Options

After the successful completion of SQLXML, the following screen appears enabling users to install the Price Administration Module

Please choose an option and click the Next button.

of 36


Website Configuration

The following package deploys the actual build files that comprise the Price Administration Module application.

Click the Next button and the following screen appears for configuring the Price Administration Module details.

of 36


Field Name Description

Virtual Directory The virtual directory name in the web server, using the same, you can access the application’s URL from the browser.

Port The port ID onto which the Price Administration module will listen and serve requests. By default, it will listen on the Web port ‘80’. If you want the application to listen on some other port for security reasons, please change the same. Further, make sure that the given port number doesn’t conflict with the standard port numbers (e.g., NEVER GIVE 21, 25, 110 etc as they are FTP, SMTP and POP ports.)

Click the Next button and the following screen appears asking you to confirm the further proceeding of the installation.

Click the Next button and the following screen appears indicating the progress of the installation.

of 36


On Successful deployment of the Price Administration Module application, the following screen appears:

Click on Close to proceed with the rest of Price Administration Module’s Installation.

of 36


Application’s Super User Account Configuration


User ID By default, the user id will be Admin, and the same will be disabled

Password The default password is ICP or CPI (Based on the installation option selected at the beginning). But you can change the same

Confirm Password The confirm password should be the same as password and is defaulted initially as ICP or CPI (Based on the installation option selected at the beginning).

First Name First Name of the Super User Account (Mandatory)Middle Name Middle Name of the Super User Account (Optional)Last Name Last Name of the Super User Account (Optional)Organization By default, it will be DECDG, The World Bank Group.

But this can be changed to any display value.E-mail The email address of the Super User Account

(optional)

Note:All the fields above (except user id) can also be altered post installation by using the “Define User Profile” menu screen under the menu path “Setup->Users”.

of 36


Application database deployment and configuration

On clicking the Next button, the following screen appears enabling the configuration of Database server information.


SQL Server The SQL Server Instance Name – This will be detected by the Setup and would provide appropriate values based on detecting a valid SQL server instance on the target machine and / or installing MSDE

SQL Admin The SQL Servers Super user Login. This will always be defaulted to ‘sa’ and be disabled.

Admin Password The sa password of the SQL Server instance displayed in the first field. If MSDE PACT instance is detected the default password will be ‘sa’ else it will be empty. The value can be edited in all scenarios.

Application Database The Price Administration Module’s database PAM_ICP or PAM_CPI (Based on the installation option selected at the beginning). This will not be allowed to be changed.

Connection User ID The connection information (user id) for the database as ICP or CPI (Based on the installation option selected at the beginning). This will not be allowed to be changed

Connection Password The connection information (password) for the database. By default, it will be ‘ICP’ or ‘CPI’ (Based on the installation option selected at the beginning). But

of 36


this value can be changed by the end user.Path of Database Physical Files

Please click the “…” button to launch the folder browsing window. Shown below

Click the Next button, the following screen appears indicating the successful deployment of the Price Administration Module’s databases.

of 36


Regional Settings ConfigurationOn clicking the Next button, the following screen appears enabling the configuration of Regional settings information.

Choose the Country from the list. The corresponding Currency for the selected country will be populated in

the Base Currency list. Select the Index type you wish to classify as Advanced and Click the

Finish button to complete the installation process

of 36


Completing the installationThe following screen appears confirming a successful installation.

Click on OK to complete the installation of the Price Administration Module.

Note:It is recommended to restart the machine once after the installation of the Price Administration Module is completed.

of 36


How to run the Price Administration Module1. Go to the desktop and double click on the URL shortcut deployed by the

installer.

Note: This shortcut can also be circulated as an email attachment to all the users on the local intranet.

2. Alternatively go to Start -> Run, Type iexplore and hit the Enter key or click the OK button.

Type the following URL as shown below

e.g., if your machine name is ICPSERVER type the following in the browser:http://ICPSERVER/Price Collection Toolpack/Login/default.aspx .

3. The following login page appears

of 36

http://ICPSERVER/Price%20Collection%20Toolpack/Login/default.aspx


4. Select the Application, enter the User Id, Password and click the Login button to login to the application.

5. Are you seeing this screen when you refresh the login page url of the application in the browser running on the webserver?

The reason for this error is that the user ASPNET is not part of the Administrators user group in the web server.

The ASPNET is a user account added by the .Net framework installation and it is under this account that all IIS operations are executed by a .Net web application.

The Setup automates the addition of this user account to the Administrators group.

In case Setup has failed to do this or if this has been accidentally unmapped outside of the application click here to know how to add the ASPNET user account to the Administrators group and restoring the application to a working state.

Once the settings are corrected start with step 1 till you are able to successfully able to launch the login page as shown in step 3

of 36


6. If either a. The activex settings are not compatible to the PAM application ORb. Microsoft Excel is not installed on the machine accessing PAM

The following error is thrown on click of the login button.

To correct the activex settings view the section How to set the browser level ActiveX settings?

If Microsoft Excel is not installed on the machine accessing the PAM installation, then install Microsoft Excel 2000 or above so as to ensure smooth working of the PAM application.

Once the settings are corrected start with step 1 till you are able to successfully able to launch the login page as shown in step 3

of 36


Uninstallation

The Price Administration Module can be uninstalled from either the Add/ Remove Programs or by using the Uninstall.exe from the Install CD’s root folder. The crucial difference is that the uninstallation done through Add /Remove programs will uninstall all the application types (CPI and ICP) without giving a choice while the Uninstall.exe would give a choice of which application type to uninstall out of the available installations on that web server.

Scope of Uninstallation

The scope of the Uninstallation is to perform the following tasks

a) Uninstallation of the proprietary build files and the application database of the ICP/CPI Price Administration Module

b) Removing the registry entries pertaining to the scope of the selected application viz. ICP and/or CPI.

The scope of the Uninstallation is very clearly NOT to perform any of the following tasks.

a) Detecting the presence and uninstallation of the following third party software.

a. Microsoft Dot Net runtime frameworkb. Microsoft SQL Server 2000 Desktop Engine (PACT instance)c. Microsoft Internet Web Controlsd. SQLXML utility.

b) Detecting the presence of the mapping of ASPNET user account to the Administrators user group and removing the mapping.

Disclaimer

The justification for the scope exclusion of the Uninstallation of third-party-software packages is that these could be shared by other applications running on the target machine and hence automatically becomes out of scope for the uninstallation of the Price Administration Module (CPI and/or ICP). The packaging scope can only be restricted to detecting their absence and installing them. (as documented in the section Scope of Installation ).

For the same reason the end-user organization should also refrain from removing these third-party software directly from the Add/Remove Programs.

The Price Administration Module installation (CPI & ICP) critically depends on the above third party software for its normal functioning and hence requires a complete re-installation if the above caveat is not strictly adhered to.

of 36


Initiating Uninstallation from Add/Remove Programs

1. Click Start, click Settings, click Control Panel and choose Add/Remove Programs

2. Double click Add/Remove Programs,

The following screen appears,

Click, Yes to proceed with Uninstallation.

of 36


Initiating Uninstallation from the Install CD1. Double click the Uninstall.exe from the Install CD’s root folder.

2. The following screen appears. By default, the installed variant of CPI/ICP will be selected by default and the other option will be disabled. Both options will be enabled if both ICP and CPI are installed.

3. Click the Next button above and the following screen appears

of 36


4. Once the Uninstallation is completed to its entirety, the following screen appears confirming the same.

of 36


Installation Troubleshooting

How to install Internet Information Server (IIS)1. Click Start, Settings, Control Panel, Add Remove programs and

‘Add/Remove Windows Components’ as shown below

2. The following screen appears,

3. Select the “Internet Information Services (IIS)” and click ‘Next >’ button4. The following screen appears, Click on ‘Details’ button,

of 36


5. Choose the following ‘Subcomponents’ and click ‘OK’6. The following screen appears indicating the progress of the installation.

of 36


7. If the Installation routine prompts for the CD (Windows 2000 Advanced Server or Windows 2000 Professional or Windows XP Professional or Windows 2003 Server), point the folder path to the respective O/S CD’s or the network share containing the files required for the installation. (e.g., if the o/s CD is in a CD drive, provide the path as shown below or select the path using the browse button or provide the network path as \\machinename\foldername)

8. Click ‘OK’ button9. The setup will complete once the Internet Information Server 5.0 is

installed to its entirety.

of 36


How to set the browser level ActiveX settings1. Go to Start -> Run

2. Go to the menu item Tools -> Internet Options

3. Choose the Security tab, highlighted below.

4. Select Local Intranet and click the Custom Level button

of 36


5. Set the following ActiveX settings as indicated in the figure below and click OK

6. The following confirmation box appears on click of OK. Click Yes in the confirmation alert and click OK in the Security Tab to return back to the IE main browser window

of 36


How to add the ASPNET user account to Administrators Group

1. Launch the computer management by right clicking on “My Computer” and selecting the Manage option.

Note: ‘My Computer’ is typically available on the desktop. Alternatively you can launch the same by doing the following. [Click START, Programs, Administrative Tools and select ‘Computer Management’]

2. Expand the left panel tree upto Users (as shown) and select the ASPNET entry on the right panel

3. Right click on the ASPNET entry and choose Properties option

of 36


4. Select the Member Of tab and click on Add button

5. Select the user group Administrators from the top panel and click on Add button

6. The entry will resemble <machine name>\Administrators in the bottom panel and automatically the OK button will get enabled. Click on OK button.

7. The application will return to the Member of Tab of the ASPNET properties window as shown below. Click on OK to commit the setting and close the

of 36


screen. Click on Apply if you wish to commit the selection and remain on this screen itself.

8. Click Start -> Run and type iisreset as shown below and click on OK button.

9. The following command prompt window will appear and automatically close itself after displaying three lines as shown below.

10.Now the application can be started as illustrated in the section How to run the Price Administration Module?

of 36

installation manual.doc

Documents