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Installation Guide

Chapter 1 DevSuite Installation Guide

1 DevSuite Installation Guide 1.1 TechExcel® DevSuite® Installation Guide 1.2 Downloading the Installation Files 1.3 Starting the DevSuite Installation 1.4 Installing the DevSuite Database Server 1.5 Installing the DevSuite Application Server 1.6 Installing the DevSuite Document Server 1.7 Installing the DevSuite Web Service 1.8 Installing the DevSuite Web Server 1.9 Installing the DevSuite Clients 1.10 Additional Support

1.10.1 Online 1.10.2 Phone 1.10.3 Email

Chapter 2 DevSuite-DevTest Integration Guide

2 DevSuite-DevTest Integration Guide 2.1 Understanding DevSuite-DevTest Integration 2.2 Guide to Administering DevSuite--DevTest Integration

Chapter 3 Microsoft SQL Server Express Installation Guide

3 Microsoft SQL Server Express Installation Guide 3.1 System Requirements 3.2 Download from Microsoft Website 3.3 .NET Framework 2.0 Download and Install 3.4 SQL Server Express Download and Install

3.4.1 Setup 3.4.2 Installation

3.5 Post Installation Configuration 3.5.1 TCP/IP 3.5.2 SQL Server Browser Service

Chapter 4 IIS Configuration Guide

4 IIS Configuration Guide 4.1 Introduction 4.2 IIS Installation 4.3 Install or Repair .Net 2.0 (or higher) 4.4 IIS folder permissions 4.5 Application Pool Configuration 4.6 How to associate an application pool to a virtual directory or web service

Chapter 5 IIS 7 Installation and Configuration Guide

5 IIS 7 Installation and Configuration Guide 5.1 Installation 5.2 Configuration

5.2.1 Enabling 32-bit Applications 5.3 Folder Permissions 5.4 Application Pool Configuration

5.4.1 Associating an Application Pool

Author: TechExcel co.Ltd

Table of Content

Installation Guide

1 DevSuite Installation Guide

This guide shows how to install DevSuite components including DevSuite database server, DevSuite application server, DevSuite web service, DevSuite web server and DevSuite client.

1.1 TechExcel® DevSuite® Installation Guide This guide applies to versions 6.2.x, 7.x, and 8.x. However, the screen shots in this guide demonstrate an installation of DevSuite 8.0. Thank you for your interest in TechExcel's DevSuite! DevSuite provides an integrated set of tools to manage every aspect of application development. DevSuite allows teams to define and enforce a process (or workflow) for development and testing activities DevSuite’s modules allow different users to track their work efficiently DevSuite is designed to be easy to understand for end-users DevSuite’s features are highly configurable: teams can choose to use whichever functions they choose This guide covers the installation of DevSuite.

1.2 Downloading the Installation Files To download the installation files for DevSuite, log into the TechExcel Customer Care Portal. If you are a new customer, you will need to create a new account. From the customer portal home page, click onDownloads.

On the download site, filter the items byTechExcel DevSuite, and click onDevSuite Server InstallationandDevSuite Clientsto download these two files. The total file size is approximately 500 megabytes. The screen shots below demonstrate downloading the install files for DevSuite 8.0.

There should now beDevSuiteInstall.zipandDXClientSetup.exedownloaded on your local machine.

ExtractDevSuiteInstall.zip. A new folder calledDevSuiteInstallwill be created.

1.3 Starting the DevSuite Installation Open theDevSuiteInstallfolder, and double-click onDevSuiteInstall.exeto start the DevSuite installation. This will run a platform, with which all DevSuite components will be installed at once.

Click theNextbutton.

Please read the software license and warranty, and then accept the terms of the license agreement. Click theNextbutton.

Next you will be asked to define the path where the installation files for the individual components are located. By default, the path points to the directory in whichDevSuiteInstall.exeis located. As long as no files have been moved, this does not need to be changed. Click theNextbutton.

Specify which DevSuite components are to be installed. Since all are necessary, make sure all are selected to be installed. Click theStart Installbutton.

1.4 Installing the DevSuite Database Server The first step towards deploying a DevSuite site is to install the DevSuite Database Server and to configure the database settings. The DevSuite Database Server installation program must be installed before you can install the DevSuite Application Server, DevSuite Windows clients, and DevSuite Web Services, and all other DevSuite modules. The DevSuite Database Server accepts connections and stores data. TechExcel solutions run on the Microsoft Windows server platform, but the DevSuite database can run on SQL Server, Oracle, or MySQL. The DevSuite Database Server Setup installation wizard appears. Click theNextbutton.

Select a destination directory. The Database Server installation program creates a subdirectory under the DB folder in the installation directory. These subdirectories contain the documents and scripts needed to step up the database manually if using MySQL or Oracle. To accept the default destination directory, click the Next button. To change the destination directory, click the Change button and navigate to a directory. Click the Next button.

If TechExcel CustomerWise or TechExcel ServiceWise is installed as well, DevSuite can share a database with either one of these two. If neither of these products have been installed, or you simply wish to create a separate database for DevSuite, selectCreate a new DevSuite Database. Click theOKbutton.

Select a database option and click the OK button. To install on SQL Server, select the MS SQL option. The DevSuite Database Server installer automatically installs Microsoft SQL Server (6.5, 7.0, 2000 and later) databases. If you are using SQL Server 6.5 you must create a new database device and a new log device. To install on SQL Server Express, select the MS SQL Server Express option. The DevSuite Database Server installer automatically installs Microsoft SQL Server Express databases. For more information on installing Microsoft SQL Server Express, please seeMicrosoft SQL Server Express Installation Guide To install a MySQL database , select the MySQL option. DevSuite MySQL databases must be installed manually. You must define the system ODBC data source names (DevSuiteDB) manually for DevSuite applications (Client, Application Server, E-mail Server, etc.) to connect to the MySQL database. Please lookinto C:\Program Files\Techexcel\DTServer\DB\MySQL directory for MySQL database installation documentations after the installation. To install an Oracle database, select the Oracle option. DevSuite Oracle databases must be set up manually. System ODBC data source names (DevSuiteDB) need to be defined manually for DevSuite applications (Client, Application Server, E-mail Server, and so on) to connect to the Oracle database. Please look intoC:\Program Files\Techexcel\DTServer\DB\Oracle directory for Oracle database installation documentations after the installation. TechExcel recommends the Microsoft SQL Server 2008, Service Pack 3 database platform. The remainder of the document describes a DevSuite implementation using a SQL Server database.

Close all open SQL Server applications and click theOKbutton.

Select a SQL Server database from the dropdown list and enter the administrator name and password. Click theOKbutton.

Define the configuration parameters for your SQL Server system. Click theOKbutton.

The DevSuite Database Server Installation dialog box appears. The wizard may take several minutes to install the DevSuite Database Server.

When the operation is complete, a DevSuite Database Installation dialog box appears. Click theFinishbutton.

The DevSuite Database Server has been installed, and the DevSuite Application Server installation will begin automatically.

1.5 Installing the DevSuite Application Server The DevSuite Application Server wizard starts. Click theNextbutton.

Select a destination directory. The Application Server installation program creates a TechExcel\DTServer\ subdirectory in the Program Files directory. To accept the default destination directory click theNextbutton. To change the destination directory, click theChangebutton and navigate to a directory. Click theNextbutton.

Define the DevSuite Application Server configuration settings. Make sure the database server, database name, SQL Server username, and SQL Server password are correct.

Click theTest Connectionbutton to confirm that the Application Server can connect to the database, and then click theOKbutton to continue.

The Application Server installation will soon be completed. Click theFinishbutton.

The DevSuite Application Server has been installed, and the DevSuite Document Server installation will begin automatically.

1.6 Installing the DevSuite Document Server The DevSuite Document Server enables development teams to attach files to DevSuite issues and to upload and download files in DevSuite Web. Both the DevSuite client and DevSuite Web Server use the DevSuite Document Server to access the related files including file attachments, e-mail attachments, and knowledge items. DevSuite Database Server and Application Server must be installed before the DevSuite Document Server service can execute properly. The DevSuite Document Server talks to the Application Server and Web Server through a TCP/IP connection. The DevSuite Document Server can be installed on the database server machine or on a separate computer. If your issue tracking involves a large number of attachment files, TechExcel recommends that you use a separate machine to host the DevSuite Document Server. The DevSuite Document Server installation program installs a new DevSuite Document Server service. Ensure that is running by checking the system Service Manager after the installation. To use the DevSuite Document Server, the system administrator must define the document server name and port number in DevSuite Admin. The DevSuite Document Server installation wizard starts. Click theNextbutton.

Select a destination directory. The Document Server installation program creates a TechExcel\DTServer\DocServer\ subdirectory in the Program Files directory. To accept the default destination directory click theNextbutton. To change the destination directory, click theChangebutton and navigate to a directory. Click theNextbutton.

Inspect and update the DevSuite Document Server configuration settings. To check the connection to the DevSuite Application Server, click the Connect button. To change the document root directory, click the Browse button and locate an appropriate directory for managing documents. To change the document revision directory, click the Browse button and locate an appropriate directory for managing document revisions. Click theOKbutton.

The Document Server installation will soon be completed. Click theFinishbutton.

The DevSuite Document Server has been installed, and the DevSuite Web Service installation will begin automatically.

1.7 Installing the DevSuite Web Service The DevSuite Admin client requires that the DevSuite Web Service is installed, and that IIS web service runs the .NET Framework 2.0. Prerequisites for installing the DevSuite Web Service: Microsoft IIS (version 5+) must be installed Microsoft dot net framework 2.0 must be installed

For more information on installing IIS 5.0 or 6.0, please see IIS Installation and Configuration Guide For more information on installing IIS 7.0, please seeIIS 7 Installation and Configuration Guide The DevSuite Web Service installation wizard starts. Click theNextbutton.

Review the installation checklist, and click theOKbutton.

The Destination Folder dialog box appears. By default, the DevSuite Web Service is installed to C:\Inetpub\. Click theNextbutton.

Define the application server name and port, and the server name, on which the web service is being installed.

Test the connection of the Web Services, and click theOKbutton to continue.

The Web Service installation will soon be completed. Click theFinishbutton.

The DevSuite Web Service has been installed, and the DevSuite Web Server installation will begin automatically.

1.8 Installing the DevSuite Web Server The DevSuite Web Server is an optional application. The DevSuite Web Server needs to be installed, however, if users must access DevSuite through the Web. Installation of the DevSuite Web Server requires the DevSuite Application Server name (or IP) and its port number (the default is 8228). The DevSuite Web Server installation program distributes the DevSuite Web Server (in ISAPI DLLs) to your IIS scripts directory. The DevSuite Web Server installation program creates a directory PTWeb (which contains some web pages and images) under your web root directory (by default, it is under your wwwroot directory. If your web root is not default to wwwroot, you will need to move it to your web home directory manually after installingthe DevSuite Web Server.) While you are installing the DevSuite Web Server, the installation connects to the DevSuite Application Server and retrieves your database type, database server, and database name automatically. You can also manually specify the database information as needed. The installation program creates a system DSN for DevWeb for the DevSuite Web Server to connect to your database. A system administrator can create a virtual directory, providing easy access to the DevSuite Web Server. Once installed and finalized, the DevSuite login URL may be sent to all DevSuite users. The DevSuite Web Server installation wizard starts. Click theNextbutton.

The Destination Folder window appears. By default, the DevSuite Web Server is installed to C:\Inetpub\. Click theNextbutton.

In order to install the Web Server on your machine, the installation wizard must stop your IIS web server. Click theOKbutton to continue, orCancelto abort.

Define your application server settings and test the connection.

Server name: (ex: localhost) Port number: (ex: 8338)

Define your database connection and test the connection. Database type: Microsoft SQL Server Database server: (ex: localhost) Database name: (ex: PTrackDB) Database authentication: SQL authentication or Window NT authentication

The Web Server installation will soon be completed. Click theFinishbutton.

The DevSuite Web Server has been installed, and the DevSuite Clients installation will begin automatically.

1.9 Installing the DevSuite Clients Installation of the DevSuite Windows clients can be done on any computer that has the DevSuite Web Service information. The Web Service name is the URL of the computer on which the web services are installed. For DevPlan, the default web service path is: http://servername/DevPlanService/DevPlan.asmx For DevSpec, the default web service path is:

http://servername/DevSpecService/ClientService.asmx The DevSuite Clients installation wizard starts. Click theNextbutton.

Select a destination directory. By default, the clients are installed to C:\Program Files\TechExcel\DTClient\ To accept the default destination directory click theNextbutton. To change the destination directory, click theChangebutton and navigate to a directory. Click theNextbutton.

Select an installation type: To install both the DevSuite Clients and the DevSuite Admin applications, select theDevSuite Admin and Clientoption. To install only the DevSuite Clients, select theDevSuite Client Onlyoption. To install only the DevSuite Admin, select theDevSuite Admin Onlyoption. Click theNextbutton.

The DevSuite Web Service for DevSuite Admin dialog box appears. Click theTest Connectionbutton to test that DevSuite can connect to the DevSuite Web Service. If the connection is made successfully, click theOKbutton.

The Clients installation will soon be completed. Click theFinishbutton.

The DevSuite Clients have been installed. You will be returned to the dialog that displays the installation status from the different components of DevSuite. All components are now installed. Click theNextbutton.

Click theFinishbutton. The complete installation of DevSuite has been installed.

1.10 Additional Support If you need further support, TechExcel offers several ways to get help.

1.10.1 Online

Online help is available at our website: http://www.techexcel.com. Customer Web Portal From here, you can login to our Customer Web Portal. This web portal lets you submit help requests or search our knowledge base. Community You can also participate in discussions, view product demonstrations, and interact with other TechExcel users on our Community portal. Just click the “Community” button on the site.

1.10.2 Phone

Phone support is available from our international call centers. Europe, Middle East, and Africa 8:30am – 5:30pm GMT +44(0) 207 470 5650 US East 8:30am – 5:30pm Eastern Time (919) 402-1386 US West 8:30am – 5:30pm Pacific Time (925) 871-3900 China8:30am – 5:30pm China Time +86 10 5971 3008

1.10.3 Email

You can always send an email [email protected].

2 DevSuite-DevTest Integration Guide

This Wiki article shows how to integrate DevSuite with DevTest.

2.1 Understanding DevSuite-DevTest Integration Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by utilizing the multi-site capabilities already existing in DevSuite and DevTest.

2.2 Guide to Administering DevSuite--DevTest Integration

1. DevSuite Admin -- Create a standalone DevSuite site.

Log into DevSuite Admin. Go to File, Open Project. Open the System Settings. Go to Multi Sites, Site Settings. Enter 'DevSuite Site' as the Site Name. Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.

In the Site Settings page, click the 'Create a New Multi Site Family'. Click 'Yes' when asked if you want to continue. Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.

Log into DevTest Admin. Go to 'System', 'Administration Account Type', 'System' Check the 'Multisite management' checkbox. Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.

Go to 'System', 'Multi Site Setting'. Enter 'DevTest Site' as the Site Name. Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed. Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site

Open DevSuite Admin Go to 'Multi Sites', 'Site Settings' On the Site Settings page, click 'Add'. Enter the following details for the DevTest site (please replace localhost with your server name): Site Name: DevTest Site Web Service URL:http://localhost/DevTestAdminService/DataService.asmx Copy the Authentication Code that is generated. Click 'OK'.

Note: If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please remove the DevSuite Sites and redo the above steps.

6. DevTest Admin -- Join the DevSuite master site

Open DevTest Admin Go to 'System', 'Multi Site Setting' Click 'Join an Existing Family'. Click 'Yes' when asked if you would like to continue. Paste the Authentication code you copied in Step 5 in the box. Add the following information (please replace localhost with your server name): Site Name: DevSuite Site Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'. Follow the steps in the 'Join Multi-Site Family Wizard'. Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration

Open DevTest Admin Go to 'System', 'DevSuite Integration' Click the 'Change' button. Click 'Enable DevSuite Integration'. Select 'DevSuite Site' in the drop-down list. Click 'Enable KnowledgeWise Integration'. Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects

Open DevTest Admin Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec. The 'work projects' linked to this 'template base' project will be associated automatically. Go to the 'Overview' page. Click the lower 'Change' button. Select a KnowledgeWise project. Tick the 'Enable DevSpec Integration' box. Select a DevSpec project. Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View

In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'. Add 'All links' page to the working page section. Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View

In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'. Add 'All links' page to the working page section. Reload the Web Settings.

Note:You may need to restart the server in order to get the 'All Links' pages to show.

By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.

3 Microsoft SQL Server Express Installation Guide

3.1 System Requirements Installing Microsoft SQL Server Express on a computer is an easy process that combines the download and installation into one simple step. Before proceeding,please be aware of the following system requirements:

SQL Server Express requires Microsoft .NET Framework 2.0. However, if this is not installed on your computer, this will be detected during the download and installation process and .NET Framework 2.0 will be installed, as well.

3.2 Download from Microsoft Website Begin the download of SQL Server Express by going to the following URL, and clicking on theInstall It Nowbutton. http://www.microsoft.com/express/sql/download

Supported Operating Systems

• Windows Server 2003 Service Pack 2 • Windows Server 2008 • Windows Vista • Windows Vista Service Pack 1 • Windows XP Service Pack 2 • Windows XP Service Pack 3

Physical Limitations

• 32-Bit Systems: Computer with Intel or compatible 1GHz or faster processor (2 GHz or faster is recommended. Only a single processor is supported.) • 64-Bit systems: Computer with Intel or compatible 1.4 GHz or higher processor (2 GHz or faster is recommended. Only a single processor is supported.) • Minimum of 512 MB of RAM (1 GB or more is recommended) • 1.9GB of free hard disk space

Installation Guide

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DevTrack Report Guide

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In the newly opened window, click the button to download and install the Microsoft Web Platform installer. This tool will combine the download and installation of SQL Server Express into one simple step. When prompted to run or save the file, click theRunbutton.

3.3 .NET Framework 2.0 Download and Install If Microsoft .NET Framework 2.0 is not yet installed on your computer, the installer will detect this, and prompt you to download and install this along with SQL Server Express. If you see this dialog, click theOKbutton.If Microsoft .NET Framework 2.0 is already installed on your computer, simply clickCancelandproceed with installing SQL Server Express.

A new dialog will appear to begin the installation of .NET Framework 2.0. Click theNextbutton to continue.

Accept the terms of the license agreement, and click theInstallbutton.

.NET Framework 2.0 will now be installed on your computer.Installation should last only a few minutes to complete.

When done, click theFinishbutton to continue with the installation of SQL Server Express.

3.4 SQL Server Express Download and Install The Web Platform Installer will automatically open to prepare the download and installation of SQL Server Express.

3.4.1 Setup

It is recommended to install SQL Server Management Studio Express on your computer as well. It is a tool for configuring, managing, and administering all components within Microsoft SQL Server Express. The tool includes both script editors and graphical tools which work with objects and features of the server. By default, SQL Server Management Studio Express is not selected to be included in the installation. To add this tool, simply click on theWhat’s Newtab, and then check the box next to SQL Server Management Studio Express. Click theInstallbutton to continue.

You will be quickly asked to confirm the components that are to be installed. Click theI Acceptbutton to continue.

You will now be required to create a username and password for the SQL server. SelectMixed Mode Authentication, and define a password for thesa(system administrator) account. The password must contain at least one lowercase letter, one capital letter, one number, and one non-alphanumeric character (i.e. !, @, #, &#36, etc.). Click theContinuebutton to begin the download and installation of SQL Server Express.

3.4.2 Installation

All components will be first downloaded.This should take approximately ten minutes.

After downloading, the installation will begin automatically in the same window. After .NET Framework 3.5 SP1 has finished being installed, you will be prompted to reboot your computer. Click theYesbutton to restart.

After your computer has restarted, the Web Platform Installer will automatically reopen and continue with the installation process. Another reboot will be required again after Windows Installer 4.5 has been installed. Click theYesbutton.

Again, after reboot, the installer will continue automatically with the installation of SQL Server Express, and then SQL Server Management Studio Express.Expect approximately 30 minutes for these two components to be installed.

When you see the following window below, you have successfully completed the installation for Microsoft SQL Server Express. Click theClosebutton to finish.

3.5 Post Installation Configuration To ensure that DevSuite can connect correctly with SQL Server Express, there are a couple of settings within SQL Server Express to be configured.

3.5.1 TCP/IP

First, it must be checked that TCP/IP is enabled. Open the SQL Server Configuration Manager by selectingStart>All Programs>Microsoft SQL Server 2008>Configuration Tools>SQL Server Configuration Manager. In the configuration manager, in the left-hand column, expandSQL Native Client 10.0 Configuration, and selectClient Protocols.

In the right-hand column, double-click onTCP/IP. In the newly opened dialog, make sure theEnabledproperty is set toYesfor all ports. If not, make this change, and clickOKto save.

3.5.2 SQL Server Browser Service

Second, it must also be checked that the SQL Server Browser service is enabled. The DevSuite application server will need this service to be running if the application server is on a different computer than the SQL server. Open the services manager by entering services.mscin the run command line (Start>Run).

In the services manager, scroll down and double-click onSQL Server Browser.

SetStartup typetoAutomatic, and click theApplybutton. Now click theStartbutton, underService status, to start the service. Click theOKbutton.

4 IIS Configuration Guide

IIS (Internet Information Services) Installation and Configuration Guide for TechExcel Products Windows Server 2003 & IIS 6 only

For Windows Server 2008 and IIS 7, please refer to:

http://learn.iis.net/page.aspx/29/installing-iis-70-on-windows-server-2008/

4.1 Introduction TechExcel products require IIS and .Net 2.0 or higher to be installed in order to function properly. These should be installed before any of the TechExcel components are installed. This guide will walk you through the installation and configuration steps. Note: IIS must be installed first, and then .Net. If it is the other way around, you will need to run a repair or re-install of .Net

4.2 IIS Installation Go to Control Panels / Add-Remove Programs and select Application Server (this will contain the IIS install components). Click “Details”.

Select “Internet Information Services (IIS). Note: This may also prompt you to include “Application Server Console” if it was not previously installed.

Once installed, click “Next”

You may be prompted for to provide an Installation CD.

Most systems will have a directory named C:\i386. You may need to actually browse for it, so that it is recognized properly. If that is not located on your server, you may need the actual Microsoft Installation CD.

The IIS installation is now complete.

You can navigate to the IIS Manager through the start menu or through the Control Panels / Administrative Tools.

4.3 Install or Repair .Net 2.0 (or higher) If you previously had .Net 2.0 or higher installed, you will need to run a “Repair” on the installation to get it to the proper state required for use with TechExcel products. This can be done by going to the Control Panels / Add-Remove Programs and clicking “Remove”.

The Repair process begins:

The Repair process continues:

.Net Repair or installation is complete.

If you did not previously have .Net installed, or a version prior to 2.0, you will need to install .Net 2.0 or higher. This can be downloaded from Microsoft. The package is calledMicrosoft .NET Framework Version 2.0 Redistributable Package Once the .Net installation is complete, you will need to confirm thatASP.NETis shown in the list of “Web Service Extensions” as well as having a Status ofAllowed. By default it will likely have a status ofProhibitedand will therefore need to be updated. Note: It is also important that the other two following items are also changed to anAllowedstatus: 1. All Unknown ISAPI Extensions 2. Active Server Pages

Once these items have been properly updated, they will appear as follows:

Lastly, confirm that the web site is utilizing the correct .Net version.

4.4 IIS folder permissions

There are a few IIS related folders that require special permissions for various functions of TechExcel products. 1. .Net Framework directory 2. Temp directory Ensure that the .Net Framework folder hasReadpermissions for theNetwork Serviceaccount that the TechExcel web services require:

The C:\Windows\Temp folder requires certain accounts to have full access to the folder. Bring up the folder properties of the Temp folder and view the Security tab:

SelectAddand theSelect User or Groupswindow appears:

If the location is not the local server, click Locations and specify it.

ClickOK. Click Advanced

ClickFind Nowto bring us all users:

Select the following users: Authenticated Users, IIS_WPG, IUSR_MACHINENAME, IWAM_MACHINENAME, Network Service Click OK. Selected users will be displayed. Confirm and click OK.

Ensure that the selected users haveFull Control

Once this is completed, perform and IISRESET from the command line or restart the IIS Admin service from the Services Control Panel. If you are not running more than one TechExcel product on a single web server, you may now proceed to the TechExcel Installation. If you are running multiple TechExcel products that require the same web server, we recommend using Application Pools to optimize performance.However, before we proceed to this step, please proceed to the TechExcel installation and then return to this guide to complete the configuration of Application Pools.

4.5 Application Pool Configuration

Application Pools are created to define and separate processing for a set of web applications. Configuration is as follows: From the IIS Manager, create a new application pool for your secondary TechExcel application by right-clicking on the Application Pools folder andselectingNew& then selectingApplication Pool.

Choose a name for the new application pool with an appropriate name that corresponds to your TechExcel application. Note: For the DevTrack product, we recommend to use the Default application pool. The other products should be split into a new application pool.For DevTest, a virtual path called Txtdownload should be created and pointing to c:\inetpub\wwwroot.

Once the new application pool is created, it will show up in the list of application pools:

The TechExcel web components (other than DevTrack) will now need to be configured to use the newly created application pool. Below is a list of virtual directories & web services for TechExcel applications, that should use application pools.

4.6 How to associate an application pool to a virtual directory or web service

Under the Web Sites / Default WebSite (or other defined site), you will see the components that need to be associated with application pools. These are marked with the Gear icon.

: Right-click on each component and change the application pool to the newly defined pool that was created:

Also, ensure that the folders underneath scripts (i.e. Devtrack, Customerwise, etc) need to use their own pool. To associate the new pool to the application, go to the properties of the Application folder, click Create in Application Settings. Then select the application pool to be used:

Once all application pool configuration and associations are done, restart the “IIS Admin” service, through the services manager. Configuration is now complete.

Application Application Pool Name Application or Service DevTrack Default Application Pool Scripts/texcel/DevTrack

DevTrackWeb DevTrack/DevSuite Default Application Pool PTWeb

DevSuiteAdminService DTFileUploadService

DevSpec Default Application Pool DevSpecService DevPlan Default Application Pool DevPlanService DevTest DevTest Application Pool Scripts/texcel/DevTest

DevTestAdminService TxTDownload (must be manually created and pointed to c:\inetpub\wwwroot)

ServiceWise ServiceWise Application Pool

Scripts/texcel/ServiceWise TxSWWebService

SW Staging Site Scripts/texcel/ServiceWiseStage TxSWStageWebService

ServiceWiseProjectPlan TxSWProjectPlan CustomerWise CustomerWise Application

Scripts/texcel/CustomerWise TxCWWebService

CW Staging Site Scripts/texcel/CustomerWiseStage

TxCWStageWebService

CustomerWise ProjectPlan TxCWProjectPlan All Applications Default Application Pool KnowledgeWiseWeb

5 IIS 7 Installation and Configuration Guide

TechExcel products require IIS and .NET Framework 2.0 or higher to be installed in order to function properly. These should be installed before any of the TechExcel components are installed. This guide will walk you through the installation and configuration steps. Note: .NET Framework 2.0 is included in the Windows Vista and Windows 2008 installer. You do not need to manually get this package.

5.1 Installation To install IIS 7.0 on windows Vista and Windows 2008, please refer to: http://learn.iis.net/page.aspx/29/installing-iis-70-on-windows-server-2008/ You can navigate to the IIS Manager through the start menu or through the Control Panels / Administrative Tools.

5.2 Configuration In IIS 7.0, there is no IIS 6.0 item calledWeb Service Extensions.Instead, to enable such extensions you will have to navigate to several places to make the adjustments. Click onISAPI and CGI Restrictionsat the serverlevel.

SelectASP.NET v2.0and click onEdit Feature Settings.

CheckAllow unspecified ISAPI modules.

Navigate to theDefault Web Siteand double click onHandler Mappings.

Click onEdit Feature Permissions.

CheckRead,ScriptandExecute.

5.2.1 Enabling 32-bit Applications

If your IIS 7 is running on a 64-bit machine, please make sure that the application pools allows 32-bit applications to run on it.

In the Advanced Settings window, change 'Enable 32-Bit Applications' to True so that the worker process(es) serving the application pool will be in WOW64 mode.

5.3 Folder Permissions There are a few IIS related folders that require special permissions for various functions of TechExcel products. 1) .Net Frameworkdirectory 2) Tempdirectory Ensure that the .Net Framework folder hasReadpermissions for theNetwork Serviceaccount that the TechExcel web services require.

TheC:\Windows\Tempfolder requires certain accounts to have full access to the folder.Bring up the folder properties of theTempfolder and view theSecuritytab.

SelectAddand theSelect User or Groupswindow appears.

If the location is not the local server, clickLocationsand specify it.

ClickOK. ClickAdvanced.

ClickFind Nowto show all users.

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Select the following users: Authenticated Users, IIS_IUSRS, IUSR, NETWORK SERVICE ClickOK. Selected users will be displayed. Confirm and clickOK.

Ensure that the selected users haveFull Controlchecked underAllow.

Once this is completed, perform an IIS reset from the command line or restart the IIS Admin service from the services control panel. If you are not running more than one TechExcel product on a single web server, you may now proceed to the TechExcel Installation. If you are running multiple TechExcel products that require the same web server, we recommend using Application Pools to optimize performance. However, before we proceed to this step, please proceed to the TechExcel installation and then return to this guide to complete the configuration of Application Pools.

5.4 Application Pool Configuration Application Pools are created to define and separate processing for a set of web applications. Configuration is as follows: From the IIS Manager, create a new application pool for your secondary TechExcel application by right-clicking on theApplication Poolsfolder and selectingAdd Application Pool.

Choose a name for the new application pool with an appropriate name that corresponds to your TechExcel application. Note: For the DevTrack product, we recommend to use the Default application pool. The other products should be split into a new application pool. Please refer to the diagram below on determining which application should use which application pool.

How to associate an application pool to a virtual directory or web service:

Under the Web Sites / Default WebSite (or other defined site), you will see the components that need to be associated with application pools. These are marked with the "Globe" icon.

Click on each component and click theBasic Settingslink. When the dialogue appears, change the application pool to the newly defined pool that was created.

Also, ensure that the folders underneath thescripts folder (i.e. Devtrack, Customerwise, etc) need to use their own pool.

Product Application Pool Name Virtual Directory / Web Service DevSuite/DevTrack Default Application Pool ../Scripts/texcel/DevTrack

../DevTrackWeb DevSuite/DevTrack ../PTWeb

../DevSuiteAdminService

../DTFileUploadService Devsuite/DevSpec ../DevSpecService Devsuite/DevPlan ../DevPlanService DevSuite/KnowledgeWise ../KnowledgeWiseWeb DevTest DevTest Application Pool ../Scripts/texcel/DevTest

../DevTestAdminService

../TxTDownload (must be manually created and pointed to c:\inetpub\wwwroot)

../Scripts/texcel/ServiceWise

../TxSWWebService ServiceWise/SW Staging Site ../Scripts/texcel/ServiceWiseStage

../TxSWStageWebService ServiceWise/ProjectPlan ../TxSWProjectPlan CustomerWise CustomerWise

Application Pool

../Scripts/texcel/CustomerWise

../TxCWWebService

CustomerWiseCW Staging Site ../Scripts/texcel/CustomerWiseStage

../TxCWStageWebService

CustomerWise ProjectPlan ../TxCWProjectPlan

If you do not see thescriptsfolder under theDefault Web Site, you may need to manually add a virtual directory. Right-click onDefault Web Siteand click onAdd Application.

Enter scriptsin thealiasfield and select theDefaultAppPool. ClickOKwhen done.

If the virtual directoryscriptsalready exists, right-click on it and clickConvert to Application.

Note: In this example,DevTrackwas converted to an application to use an application pool. Please refer to table above to see which virtual directory/web services need to be configured with a separate application pool. Once all application pool configuration and associations are done, restart the IIS Admin service, through the services manager. Note: If IIS is reseted via the command line, the settings will not take effect. Configuration is now complete.

Application Pool

../TxCWWebService

Application Pool

../TxCWWebService

Application Pool

../TxCWWebService

Application Pool

../TxCWWebService

Application Pool

../TxCWWebService

Application Pool

../TxCWWebService

Application Pool

../TxCWWebService

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