MS SQL Requirements

• SQL 2005 or 2008 Standard or Enterprise Server (If you are buying just get standard. We list enterprise in case you already have it.)

  Note: Do not use Express or Workgroup unless you are aware of the limitations and accept these limitations. The SQL software does NOT need to be on the same box as the IIS. The Tracker software does allow you to connect to a SQL box on a different machine.

  This site from Microsoft explains licensing models.

Minimum Server Requirements (Primary/Single Server)

• Windows 2003 or 2008 Server
• IIS 6.0 or better
• IE 6 / Firefox 3 or better
• It is recommended that you have at least 2 gig of ram on the server
• It is recommended that you have at least 100 gig of hard drive space available for the Tracker system. (The initial file and database structure are very small. File attachments are the primary use of hard drive space)

  Note: Virtual machines with minimum server requirements will work.

Minimum Server Requirements (Report/Secondary Server)

Some clients with a large amount of data in the primary database might need a secondary / report server. Tracker IT will be able to better determine the need for a report server. If it is determined that you need a report server you will need a server with specs pretty much in line with the primary server. The report server will use SQL data mirroring services to keep an exact copy of the primary database on the report server.

• If using the report server you will need the Enterprise version of SQL on this box. The primary server can still use SQL Standard. The Enterprise version is the only version that allows data mirroring and snapshots.

Desktop Requirements (Web Client)

• Tracker requirements for desktop machines are very minimal. A machine that runs IE6 / Firefox / Safari will work. With that being said we recommend a machine with XP or better and 1 gig of ram.

ASPpdf Installation

All purchased clients need to have ASPpdf installed on the server. This software allows users to perform server side PDF document creation. Please contact Tracker support if you did not get a license for the ASPpdf product.

1. Download the ASPpdf file: 32bit | 64bit
2. Run the executible on the server
3. Apply the license code as part of your install

SQL Database Install

1. Download your prepared copy of the SQL database. This will be done via a FTP process on the ftp.trackerproducts.com site. A username and password will be provided separately.
2. Unzip the SQL dbase that you just downloaded into a directory of your choosing.
3. Open SQL Management Studio
4. Perform a dbase restore using the unzipped SQL file
5. Dbase Name: You can name the dbase anything you like
6. File Path: You can restore the files to any directory you like
7. Create a new user account in the security area with permissions to the dbase that you just restored. This user should have Owner privileges to that dbase. The username and password will be up to you.
8. Make sure you setup a backup job to backup the dbase.
9. Modification of Data - There are two tables in the dbase that you will need to modify the content of that table.
10. tblSystemInformation - Open the contents of this table. Edit the value 'YourServerName' in column Report_Server to reflect the name of your machine that is running the dbase. Now edit 'YourDbaseName' in the column Report_Database to reflect the name of the database you just restored. Do not change any other information in this table.
11. tblOriginating_Server_Information - Open this table and modify the Originating_Server and Originating_Database values to reflect your machine name and your dbase site name. Same as last step but now you are in a different table.

You now need to create a job to run a report queue builder:

1. Make sure the SQL Server agent is started and set to auto start
2. Create a new job
3. Name of job: Tracker
4. Go to the Steps option
5. Create a new step
6. Step name: Tracker
7. From database drop down select the Tracker database you created
8. In the command box type "USE Tracker; EXEC ('uspQuery_Queue_Manager 0');" (Do not use the quotes)
9. Click ok
10. Click the Schedules option on the left
11. Click new
12. Name: Tracker
13. Schedule Type: Recurring
14. Occurs: Daily
15. Recurs every: 1 days
16. Click the bullet occurs every: 1 minute
17. Click ok
18. Click ok again

Your job and datbase is now setup

SQL Database Mail Setup for Ticket emails

1. Create an account on your SMTP mail server called *dbemail* with password *dbemail*. (You can choose your own username and password if desired)
2. Open up SQL Server Management Server and expand the "Management" directory under the top server directory.
3. Right-click "Database Mail" and select "Configure Database Mail"
4. It should ask you if you would like to enable it, select "Yes". If not, move to next step.
5. For "Profile name:" type in *DBMailProfile *and for "Description" type in *DBMailProfile* as well.
6. Click on "Add" which is on the right-hand side, towards the middle.
7. If you have not previously set up a database email account, then you will see the "New Database Mail Account" box. Otherwise, you will have to click "New Account" to see the"New Database Mail Account" box.
8. For "Account Name" enter *DBMailAccount*. For "Description" enter *DBMailAccount*. Under "Outgoing Mail Server (SMTP)", in "E-Mail address" enter *dbemail@(your server name); for "Display name" choose something unique, such as *DB e-mail*; for "Server name" enter in (your server name). Under "SMTP Authentication" select "Basic authentication", then for "Username" you are going to use the username you set up on the mail server, *dbemail*, and for both "Password" and "Confirm password" you will enter the password for that account, *dbemail*, in this case. Then select "Ok".
9. The next screen will be "Manage Profile Security". Stay on "Public Profile" tab and where you see the profile you created, put a check in the box under "Public" and change the drop down to the right of your profile name to *Yes* under "Default Profile". Then select "Next".
10. The next screen is "Configure System Parameters". The only thing that needs changed here is the "Maximum File Size (Bytes)" which needs to be set at *999999999*. Then select "Finish".
11. You will need to have both user created functions *spAdvSearch_Email* and *spAdvSearch_Email_Reports* on the database server. In *spAdvSearch_Email_Reports* you can change the body text, subject line, and file name to whatever you prefer.
12. You will have to schedule a job on the server to run every hour and make a call to *spAdvSearch_Email_Reports*. That will check to make sure the latest reports have been mailed out.

IIS Setup Windows 2003

If you are using Windows IIS on 2008 Server Please Skip to the next section for install on 2008 IIS

1. Download and unzip both web files. This will be done via a FTP process on the ftp.trackerproducts.com site. A username and password will be provided separately.
2. You need to make sure that your 2003 IIS install will allow you to run ASP files. To verify, open IIS, go to the Web Service Extensions on the left and make sure that Active Server Pages are allowed. By default these are disabled.
3. Unzip all of the web files to a directory of your choosing. We recommend using something like C:\Tracker or D:\Tracker if you have a D: for data. If you choose this method you will create two folders in this Tracker folder, one called TrackerFiles and one called TrackerUserFiles. Unzip your zip files to these folders.
4. Inside the TrackerUserFiles is a file called connEvidence.asp. Open this file (This file can be modified with notepad). You need to change the name of the dbase, the location of the dbase and the username / password of the user you created with Owner privileges on the SQL server.
   • If the SQL server and IIS server are on the same machine, you can leave the name as ‘localhost’
   • If the SQL server is on a separate machine you need to use the IP # of the SQL machine
5. Navigate back to the root of the folder directory where you created the directory TrackerUserFiles.
   • Right click on top of the TrackerUserFiles folder
   • Select properties
   • Select the security tab
   • Click the add button
   • Add the IUSR_??? account and give this account full permissions to that directory and all directories under it.
6. Open IIS Server
7. Create a new web site entry (this will initiate the IIS wizard)
   • Click the next button
   • In the description box type the name of the site. IE ‘Tracker’
   • IP Address and Port Settings: (You may need to talk with your network admin to get settings that will work in this area). The site needs to either have an assigned IP address or use a host header name.
   • Web Site Home Directory: Navigate to the directory where you unzipped the TrackerFiles.
   • Web Site Access Permissions: Make sure to select both Read and Run Scripts
   • Click Finish
   • After you click finish you will now have a new IIS entry in the menu
   • Right click on that new entry and select properties
   • Go to the home directory tab
   • Click the configuration button
   • Go to the Options Tab
   • Change session timeout to 35
   • Put a check box in ‘Enable parent paths’
   • Change ASP script timeout to 120
8. Now we need to create a virtual directory for the TrackerUserFiles folder
   • Right click on the new Tracker entry you just created in IIS.
   • Select New and then Virtual Directory
   • Name this Virtual Directory 'userfiles'. This name must be userfiles or the site will not work.
   • Point the Virtual Directory to the \Tracker\TrackerUserFiles folder you created in previous steps.
   • After you finish creating the VD you will need to right click on the VD and go to Properties. On the main screen click the 'Remove' button so that this will change the VD to a application virtual directory.
9. TEST: To test the configuration open your IE browser. Type the name of the host header name or the IP address of the site. If all is setup correctly, you should get the login screen to the program
   • Login to site as the admin account.

IIS Setup Windows 2008

By default classic ASP is not installed on Windows 2008. Follow these steps to enable.

1. Click Start, point to Administrative Tools, and then click Server Manager.
2. In the Server Manager hierarchy pane, expand Roles, and then click Web Server (IIS). [If Web IIS does not exist you will need to right click on Roles and add a role. Install Web Server]
3. In the Web Server (IIS) pane, scroll to the Role Services section, and then click Add Role Services.
4. On the Select Role Services page of the Add Role Services Wizard, select ASP.
5. If the Add role services required by ASP dialog box appears, click Add Required Role Services. (This page appears only if you have not already installed the ISAPI Extensions role service on your server.)
6. On the Select Role Services page, click Next.
7. On the Confirm Installation Selections page, click Install.
8. On the Results page, click Close.

Now you can move forward with the setup of the IIS.

1. Download and unzip both web files (There are two files because one is the system files and the other is your client files). This will be done via a FTP process on the ftp.trackerproducts.com site. A username and password will be provided separately.
2. Unzip both files to a directory of your choosing. We recommend using something like C:\Tracker or D:\Tracker if you have a D: for data. If you choose this method you will create two folders in this Tracker folder, one called TrackerFiles and one called TrackerUserFiles. When done you should see files and folders in these two directories.
3. Inside the TrackerUserFiles folder is a file called connEvidence.asp. Open this file (This file can be modified with notepad). You need to change the name of the dbase, the location of the dbase and the username / password of the user you created with Owner privileges on the SQL server.
   • If the SQL server and IIS server are on the same machine, you can leave the name as ‘localhost’
   • If the SQL server is on a separate machine you need to use the IP # of the SQL machine
4. Navigate back to the root of the folder directory where you created the directory TrackerUserFiles.
   • Right click on top of the TrackerUserFiles folder
   • Select properties
   • Select the security tab
   • Click the add button
   • Add the IUSR_??? account and give this account full permissions to that directory and all directories under it.
5. Open IIS Server
6. Create a new web site entry (this will initiate the IIS wizard)
   • Site Name: Tracker
   • Physical Path: (Browse to the root of the TrackerFiles folder you unzipped earlier)
   • Type: http unless you need https and can setup a certificate.
7. Click OK
8. Click on the Tracker site that was just created in the previous step.
9. In the center pane double click 'ASP' under the IIS section.
   • Enable Parent Paths: True
   • Expand the 'debugging properties' in this same area. set 'Send Errors to Browser': True
   • Click OK

Now we need to create a virtual directory

1. Right click on the new Tracker entry you just created in IIS.
2. Select New and then Virtual Directory
3. Name this Virtual Directory 'userfiles'. This name must be userfiles or the site will not work.
4. Point the Virtual Directory to the \TrackerUserFiles folder you created in previous steps.
5. TEST: To test the configuration open your IE browser. Type the name of the host header name or the IP address of the site. If all is setup correctly, you should get the login screen to the program
6. Login to site as the admin account.
7. Close IIS, you should be done.

Mail Server Relaying (For EAlerts)

The Tracker system does require a mail server that will allow relaying for the use of EAlerts. After logging in as admin click the System Setup icon. On this screen you will enter mail server that will allow relaying and a from address to show in the email.

Note: The Tracker system does not do email authentication at this point. Therefore the mail server will need to allow relaying from the Tracker server. If relaying is not allowed then the mail will fail

To test a mail server to see if relaying is allowed try this (this is for higher level tech users)

telnet mail server name 25

HELO Your Name or Computer Name

MAIL FROM: from email address (Use TrackerAlerts@yourdomain.com)

RCPT TO: to email address (Use email address of someone likely to get the Alert)

DATA then Enter

(Type something like this)

This is a test e-mail.

(Remember to type it all right. Backspace key doesn't work in Windows Telnet, though it does in Linux. If you make a mistake, try pressing CTRL-h. If it works, well and good.)

When your data line is complete hit the enter key and type in one more period and hit enter. This final period will complete the data section.

QUIT to leave

Setup for Pics and Docs upload

By default a windows server will only allow upload files of a certain size. By default this amount is like 20kb. Please complete these steps to change this to a greater size.

1. Enable editing of the metabase.xml by following the instructions on this page.
2. Open the metabase.xml file with notepad, located in c:\windows\system32\inetsrv\
3. Search the text document for "AspMaxRequestEntityAllowed" (no quotes). Adjust the value of this property to the maximum file size you would like to allow uploaded (in bytes).
4. Save the file and restart IIS.

Topaz USB Signature Pad

If you are using a Topaz signature pad at the desktop level you will need to download this file and install on the server.

System Backup

There are two items that need to be backed up routinely.

1. All web files especially the userfiles folder
2. The database: We recommend setting up a backup routine within SQL server that will at least nightly create a .bak file of the dbase.