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LGCSB GENERIC INTRANET

INSTALLATION GUIDE

Software Version 3.6.0

This document contains all of the information you need to install


version 3.6.0 of the Generic Intranet

LGCSB Generic Intranet Version 3.6.0 - Installation Guide


Table of Contents

Table of Contents
Table of Contents ................................................................................................................................. 2
Introduction .......................................................................................................................................... 4
Intended Audience ........................................................................................................................... 4
Document Conventions .................................................................................................................... 4
Related Information ......................................................................................................................... 4
Prerequisites ......................................................................................................................................... 5
Installation Types ................................................................................................................................. 6
Update Install ................................................................................................................................... 6
Full Install ........................................................................................................................................ 6
Advanced Installations ..................................................................................................................... 6
Update Mode........................................................................................................................................ 7
Preparation ....................................................................................................................................... 7
Installation........................................................................................................................................ 8
INTRANETGROUP in SQL SERVER ....................................................................................... 9
To check the name of the IntranetGroup visible in the users area of the laintranet1 and master
databases .................................................................................................................................... 10
Starting the Update ........................................................................................................................ 11
Installation Failure ......................................................................................................................... 20
Post Installation.............................................................................................................................. 20
Full Install Mode ................................................................................................................................ 21
Preparation ..................................................................................................................................... 21
Create IntranetGroup Group ...................................................................................................... 21
Create Blank Database ............................................................................................................... 21
Permissions for IntranetGroup Group........................................................................................ 21
Installation...................................................................................................................................... 22
Starting the Installation .................................................................................................................. 23
Installation Failure ......................................................................................................................... 31
Post Installation.............................................................................................................................. 31
Configure your Intranet.............................................................................................................. 31
Import Agresso Data .................................................................................................................. 31
Configuring the Meetings Application ...................................................................................... 31
Configure SQL Mail .................................................................................................................. 31
Set up Staff Members................................................................................................................. 31
Advanced Installations ....................................................................................................................... 32
Upgrading and moving............................................................................................................... 32
Moving Only .............................................................................................................................. 32
Distant Upgrades........................................................................................................................ 32
My scenario isnt covered by the above descriptions. ............................................................... 33
Copying files from one server to another....................................................................................... 33
Process ....................................................................................................................................... 33
Settings....................................................................................................................................... 33
File Groups................................................................................................................................. 34
Intranet Configuration........................................................................................................................ 35
Introduction .................................................................................................................................... 35
Setting up Web Parts to access the product with Sharepoint 2001 ................................................ 36
Using the Generic Intranet under Sharepoint 2003........................................................................ 39

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Table of Contents

Create an Application Pool for the Generic Intranet.................................................................. 39


Create a virtual directory for the Generic Intranet within the _layouts folder of Sharepoint .... 41
Configure your new virtual directory......................................................................................... 43
Configure ASP.NET in the _layouts folder. .............................................................................. 45
Restart IIS. ................................................................................................................................. 47
Setting up Web Parts to access the Generic Intranet with Sharepoint 2003 .................................. 48
Using the Generic Intranet without Sharepoint.............................................................................. 52
Definitions of Web Parts/Access Points ........................................................................................ 53
Name .......................................................................................................................................... 53
Leave Web Part .......................................................................................................................... 53
Expenses Web Part..................................................................................................................... 53
Headlines Web Part.................................................................................................................... 54
Meetings Web Part..................................................................................................................... 54
Simple Phonebook Web Part ..................................................................................................... 54
Advanced Phonebook Web Part ................................................................................................ 55
Phonebook Update Web Part ..................................................................................................... 55
Site Phonebook Update Web Part .............................................................................................. 56
Arrears Web Part........................................................................................................................ 56
Administration Web Part ........................................................................................................... 56
Web Parts for use with Sharepoint 2001 Only............................................................................... 57
Phonebook Simple Search (SPS 2001) ...................................................................................... 57
Phonebook Advanced Search (SPS2001) .................................................................................. 57
Phonebook Results (SPS2001) .................................................................................................. 58
Setting up the Agresso Import ........................................................................................................... 59
Introduction .................................................................................................................................... 59
Preparation ..................................................................................................................................... 59
Creating the import package .......................................................................................................... 60
Setting up the meetings application ................................................................................................... 70
Step 1: Publishing the Outlook form on Microsoft Exchange. ...................................................... 71
Using Exchange 2003 ................................................................................................................ 71
Using Exchange 2000 ................................................................................................................ 72
Step 2 Connect the users computer to the Generic Intranet database. .......................................... 74
Step 3: Configuring Microsoft Outlook ......................................................................................... 79
Configuring SQL Mail ....................................................................................................................... 80
Set up the SQL Mail user profile ................................................................................................... 80
Configure the SQL Mail user on the Generic Intranet database server ......................................... 80
Set up a mail profile in Outlook to view the SQL mailbox ....................................................... 80
Configure SQL Services to use this user profile ........................................................................ 80
Configure SQL Server to use the correct mail profile ............................................................... 81

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LGCSB Generic Intranet Version 3.6.0 Update Installation Guide


Introduction

Introduction
This document is intended to assist with the installation of the Generic Intranet version 3.6.0.
It is distributed as part of a CD or update package distributed in compressed format.
Note: This installation guide covers full installation, with detailed descriptions of the postinstallation procedures. If you only want to do an update installation, you need only read as far as
page 21.

Intended Audience
This document is written for IT professionals.
It is expected that readers of this document know enough about Windows administrations to do the
following tasks

Create and configure users


Create Windows Nt/2000 or Active Directory groups
Create SQL Server databases
Create SQL Server users

Document Conventions
Text in this form gives instructions that the administrator is expected to perform
There can be more than one instruction
Occasionally explanatory notes will be added to an instruction

Notes: Text in this form gives additional warnings, or notes that may be important in unusual
circumstances.

Related Information
You can access detailed information on the LGCSB and its activities at the following URL:
http://www.lgcsb.ie/.

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LGCSB Generic Intranet January 05 Update - Installation Guide


Prerequisites

Prerequisites
The following software needs to be installed on your server in order to use this update of the
Generic Intranet
Windows 2000 Server, with the latest services packs (Service Pack 4), or Windows 2003
Server
SQL Server 2000, with the latest service packs
o This can be run on a different server, if desired.
o The server running SQL Server 2000 must have Microsoft Outlook installed
A Microsoft Exchange Server on your network
o Please contact the LGCSB at genericintranet@lgcsb.ie if you need to run this
software without MS Exchange
Sharepoint 2001 or Sharepoint 2003, with the latest service packs (Service Pack 3)
.NET Framework, Version 1.1, with the latest service packs
o This version of the Generic Intranet has been recompiled and tested with this newer
version of the .NET framework.
Internet Explorer Version 6.0
o Please note that we have upgraded the basic requirement on browsers using the
Generic Intranet from IE 5.0 to IE 6.0.
o We have been unable to test this update with versions of Internet Explorer less than
6.0.
Generic Intranet
o If you want to upgrade an existing version of the Generic Intranet, You must have
installed up to and including the January 05 update of the Generic Intranet before
attempting this update.
o If you want to create a fresh installation (see Installation Types below) of the
Generic Intranet, you will need an empty database for the Generic Intranet to install
into(See Preparation on Page 21)
o It is also possible to use the installer to help with moving an existing version of the
Generic Intranet between servers, if the existing version has been upgraded to either the
January 05 version, or version 3.6.0 (i.e. this version). See Advanced Installation
below for more details.

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Installation Types

Installation Types
This package of the Generic Intranet can install in several different modes.

Update Install
This updates your Generic Intranet installation from the version shipped in January 05 to this most
recent version. The following actions will be taken.
The Escalation Service will be updated to the latest version
In the Generic Intranet Database (generally laintranet)
o some tables will be modified
o some tables will be added
o some relationships will be added
o some views will be modified
o some triggers will be added
o some stored procedures will be added
o some stored procedures will be modified
Most Generic Intranet web files will be replaced (i.e. the contents of C:\LocalIntranet)
o The file web.config will not be replaced.

Full Install
This creates the Generic Intranet as if you do not have a previous installation on the target machine.
The following actions will be taken.

The Escalation Service will be installed and registered as a service


In the Generic Intranet Database, all tables will be created and populated with default data
All Generic Intranet web files will be installed.
The virtual directory for the local Generic Intranet will be configured.

Advanced Installations
You can choose during installation to omit or include the following installation steps
Database installation
Escalation service registration
Web folder configuration
These options are useful for situations where you need to move an existing version of the Generic
Intranet from one server to another.
If you want to update an existing version of Generic Intranet, turn to page 7.
If you want to create a new version of Generic Intranet, turn to page 21.
If you want more information about Advanced Installation options, turn to page 32.

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Update Mode

Update Mode
Preparation
It is highly recommended that you do a full backup of your server and data before installing this
update. In particular, you must back up the following areas, which will be changed during
installation.
The database "laintranet1" in SQL Server
This installation will add new tables to this database, as well as modifying existing
tables, views and stored procedures.
Should installation fail, you may want to restore the database to the pre-installation
condition
The contents of the C:\LocalIntranet folder on the server
Most files in this area will be overwritten during installation of this update.
If you have locally modified any functionality, then you will need to implement
these modifications once this update is complete.
Take a copy of your changed files and make those changes again on the new version
of the software, if desired.
Permissions: The user installing this software must have full privileges to write to C:\LocalIntranet

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Update Mode

Installation
To install the Generic Intranet Update, you will require the following information
The name of the server you will be installing onto.
Generally, this is lanet-coco, where coco is the name of your local authority.
The location where the previous version of the Generic Intranet was installed.
By default, this is C:\LocalIntranet.
The SQL Server where the data for the Generic Intranet is stored.
By default this is the same as the web server.
The virtual directory mapped to C:\LocalIntranet
Normally this is /laintranet)

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Update Mode

INTRANETGROUP in SQL SERVER


In SQL the user IntranetGroup must exist with the same name in the following two places
1) The Users section of the database Laintranet1
2) The Users section of the master database.
Check the login name in these two places
NOTE: If the name under the users section of the two databases is different, the product will not
install. The name visible under this section is the same text you will enter in the installation wizard.

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Update Mode

To check the name of the IntranetGroup visible in the users area of the
laintranet1 and master databases
Open the Security group
Open the Logins area of the Security Group
Right click on properties of IntranetGroup (or Domain\IntranetGroup)
Click on the Database Access Tab
Examine the access to the laintranet1 database
If the permit checkbox is not checked
Check the permit checkbox
If the user column does not show the domain name before IntranetGroup:
Click on User column and insert Domain Name before IntranetGroup
Examine the access to the master database
If the permit checkbox is not checked
Check the permit checkbox
If the user column does not show the domain name before IntranetGroup
Click on User column and insert Domain Name before IntranetGroup

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Update Mode

Starting the Update


From the CD or update package folder, run setup.exe. A setup process will begin.
First Screen

Click Next >

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Update Mode

Second Screen

Leave Update the database checked


Click Next >
Full Install: If you want to install a new database, you are reading the wrong instructions. Please
turn to Page 21 for details on preparing for and running a full installation)
Advanced Installation: You can also choose not to install the database. This would be part of an
advanced installation, used only in special circumstances such as migrating to a new server. Please
turn to Page 32 for more details on advanced installations.

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Update Mode

Second Screen

Leave Update the database checked


Click Next >
Full Install: If you want to install a new database, you are reading the wrong instructions. Please
turn to Page 21 for details on preparing for and running a full installation)
Advanced Installation: You can also choose not to install the database. This would be part of an
advanced installation, used only in special circumstances such as migrating to a new server. Please
turn to Page 32 for more details on advanced installations.

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Update Mode

Third Screen

Leave No, dont register the escalation service checked


Click Next

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Update Mode

Fourth Screen

Leave Yes, configure the virtual directory unchecked.


Click Next

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Update Mode

Fifth Screen

Unless you have a non-standard implementation, click Next >

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Update Mode

Sixth Screen

Unless you have a non-standard implementation, click Next >

Non-Standard Installations: If your database is installed on a different server, please change the
domain name and database name settings as appropriate.
SQL Server Agent Name: For an update installation, you can safely ignore the SQL Server Agent
Service Name setting.
(this setting is relevant only if you are registering the escalation service)

Permissions: You will need to ensure that the logged in user has sufficient permissions to be able
to update the database you are deploying to.

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Update Mode

Seventh Screen

Enter the domain name in the area provided, for example LGCSB_DUBLIN
Enter the Domain Name before IntranetGroup, for example LGCSB_DUBLIN\IntranetGroup
INTRANET GROUP: Depending on your configuration, you may need to enter the group name
without the domain name before it. This will be as with previous updates of the Generic Intranet.
If your installation fails with an error message explaining that it could not find a group, you can retry the installation: Simply enter IntranetGroup in this area
Click Next >
There will be a short pause before the final screen appears.

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Update Mode

Final Screen

Check Everyone
Click Next >
On receiving the message Installed successfully click Finish
If you are prompted to do so, click Yes to restart the server

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Update Mode

Installation Failure
If you receive an error message during the update click OK on the message.
The install will automatically roll back to the start of step 2.
While it is rolling back it may want to delete tables that were added during installation.
Allow it to do this - Click Yes to allow removal of these tables

Before attempting to rerun the install check that you have the correct required settings, in particular
check the setting for the IntranetGroup as detailed on page 4.

Ensure that all users are logged out of the SQL database Laintranet1 and then rerun the install.

Post Installation
You should re-boot the machine after installing this update
Once you have completed the installation, the following information should be reviewed to ensure
that the expenses module will work correctly.
The approval procedure for expenses
The Agresso company in use
File paths for the Agresso export folders.
If you have recently completed an Agresso upgrade, you may need to re-create the Agresso Import
folder. See page 59 for details on configuring your SQL Server for the Agresso Import.

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Full Install Mode

Full Install Mode


Preparation
Create IntranetGroup Group
The Generic Intranet controls access to the database using a domain user group called
IntranetGroup. Only members of this group will be able to use the Generic Intranet.
Create a user group called IntranetGroup on your domain.
Ensure any staff members who will use the Generic Intranet are in this group.

Create Blank Database


The Generic Intranet requires a database to install into. This database can be created on any
instance of SQL Server.
Choose the instance of SQL Server that will run the Generic Intranet database
Create a new, blank database called laintranet1

Permissions for IntranetGroup Group


Ensure that the IntranetGroup Group you have created has access to the database you have created.
Ensure that the IntranetGroup Group you have created has access to the master database
Ensure that the name of the IntranetGroup under both databases is the same (see page 10 for
assistance with this)

Installation Paths: By default, the product will copy web files into the folder C:\LocalIntranet.
Please ensure this folder is not in use or the installation may fail. The administrator must have full
privileges to write to this folder
Virtual Directory Paths: By default the product will install a new virtual directory on your server.
This virtual directory is \laintranet. Please ensure that this virtual directory name is not in use
already, or the installation may fail.

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Full Install Mode

Installation
To install the Generic Intranet Update, you will require the following information
The name of the domain you are installing in.
The location where you plan to install the Generic Intranet.
By default, this is C:\LocalIntranet.
The SQL Server where the data for the Generic Intranet will is stored.
By default this data is on the web server machine, so localhost will be enough.
The name of the database where the Generic Intranet data will be stored
You will have created this blank database on this server during the Preparation
step above.
Normally, it should be called laintranet1
The virtual directory which will be mapped to C:\LocalIntranet
Normally this is /laintranet

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Full Install Mode

Starting the Installation


From the CD or downloaded package, run setup.exe. A setup process will begin.
First Screen

Click NEXT >

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Full Install Mode

Second Screen

Click on Install a new database


Click Next >
Upgrade: If you want to do an upgrade installation, you are reading the wrong instructions. Please
turn to Page 7 for details on preparing for and running an upgrade)
Advanced Installations: In some circumstances, you may wish to do an installation without
installing a database. This is most likely if you are moving a copy of the Generic Intranet from one
server to another. See page 32 for more information about advanced installations.

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Full Install Mode

Third Screen

Click Yes, register the escalation service.


Click Next

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Full Install Mode

Fourth Screen

Check Yes, configure the virtual directory


Click Next

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Full Install Mode

Fifth Screen

Unless you wish to install to a non-standard location, click Next >

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Full Install Mode

Sixth Screen

SQL Server Name:


Enter the name of the SQL Server where you are running the Local Intranet Database
Database Name:
Enter the name of the blank database you created during the preparation step. (The recommended
name is laintranet1)
SQL Server Agent Service Name:
If your database is running on the default SQL Server instance on the local machine, you should
leave the SQL Server Agent field as it is.
If your database is running on a named instance of SQL Server on the local machine you should
replace SQLServerAgent with SQLAgent$InstanceName
If you are running the database on a different server, you should clear this field completely.

Click Next >

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Full Install Mode

Seventh Screen

Enter the domain name of your local domain in the area provided, for example LGCSB_DUBLIN
Enter the Domain Name before IntranetGroup, for example LGCSB_DUBLIN\IntranetGroup
Click Next >
There will be a short pause before the final screen appears.

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Full Install Mode

Final Screen

Click on the Everyone option


Click Next >
The installation will run, and a message should say that the installation was successful. If the
installation fails, see the instructions on the following page.
If the installation succeeds click Finish
Restart the server

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Full Install Mode

Installation Failure
If you receive an error message during the update click OK on the message.
The install will automatically roll back to the start of step 2.
While it is rolling back it may want to delete tables that were added during installation.
Allow it to do this
Click Yes to allow removal of these tables
Before attempting to rerun the install
Check that you have the correct required settings, in particular check the setting for the
IntranetGroup as detailed above.
Ensure that all users are logged out of the SQL database Laintranet1 and then rerun the install.

Post Installation
Configure your Intranet
Once you have successfully installed the product, you will need to provide links to this product
from your intranet. Please see the section Intranet Configuration on page 31 below for details on
how you can use this product within your Intranet.

Import Agresso Data


In order to use the Expenses module, you will need to import Agresso data to the Generic Intranet
Database. Please see the section entitled Setting up the Agresso Import on page 59 for more
details

Configuring the Meetings Application


If you wish to use the Outlook Form that integrates with the Meetings Web Part, you will need to
install the Outlook Form on your version of exchange. Please see the section Configuring the
Meetings Application on Page 70 for more details.

Configure SQL Mail


In order to send e-mail notifications, the SQL Server Mail services need to be set up. See Page 80
for more details.

Set up Staff Members


You will then need to configure your staff, departments, holidays and other business details within
the product. Please see the Administration Guide for guidance on administrating this product.

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Advanced Installations

Advanced Installations
In cases where you need to move the Generic Intranet from one server to another, you can use
varieties of the installations described above to accommodate your situation.
Be Prepared - We recommend that you read the instructions above for BOTH the full install and
the upgrade install before attempting installation under these circumstances.
The following three scenarios are the most common.

Upgrading and moving


Scenario: I have an existing database from the January 05 which is currently running the Generic
Intranet. However, this version of the software will be hosted from a new server.
Solution
Ensure that the database from January 05 is available to the new server.
During installation:
On page 2, select Upgrade The Database
On page 3, select Register the Escalation Service
On page 4, check Configure Virtual Directory
You may have some files that were attached to expenses claims and meetings that also need to be
copied. See Page 33 below for assistance on how to do this.

Moving Only
Scenario: I have an existing database which is currently running this version (v3.6.0) of the
software. However, I need to host the software on a new server.
Solution
Ensure that the database from v3.6.0 is available to the new server
During installation:
On page 2, select Dont install a database
On page 3, select Register the Escalation Service
On page 4, check Configure Virtual Directory
You may have some files that were attached to expenses claims and meetings that also need to be
copied. See Page 33 below for assistance on how to do this.

Distant Upgrades
Scenario: I have an existing database which is currently running an older version than January 05
of the Generic Intranet. However, I need to install the latest version.
Solution 1 (preferred)
If necessary, upgrade your installed version to the August 04 release, available for download from

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Advanced Installations

http://extranet.lgcsb.ie/spinternet/Documents/Business%20Applications/Local%20Authority%20Generic%20Intranet/A
ugust%2004%20Release/

Upgrade your installed version to the January 05 update, available for download from
http://extranet.lgcsb.ie/spinternet/Documents/Business%20Applications/Local%20Authority%20Generic%20Intranet/G
eneric%20Update%20Jan%202005/

Follow the instructions for the Upgrade Install above.


Solution 2 (difficult)
Follow the instructions for the Full Install above
Copy the data from the old database to a new database.
Use DTS (Data Transformation Services) to copy data from your old database to your new database.
If you have difficulty transferring the data with DTS, there are some SQL scripts in contrib. folder of the
release package that you may find of assistance these scripts are untested and unsupported
Alternatively, you can use a copy of SQL Data compare from Red Gate software (http://www.red-gate.com ) to
assist with data migration

My scenario isnt covered by the above descriptions.


There are a total of 12 different ways of installing the Generic Intranet, depending on what has been
installed previously on your server.
If you need advice on how best to install the Generic Intranet, please contact LGCSB Generic
Intranet support at genericintranet@lgcsb.ie

Copying files from one server to another


The following features of the Generic Intranet create files that are stored on the file system of the
web server.
Attachment of documents to meeting bookings
Attachment of documents to expenses claims
Archival of expenses claims
Logging of Agresso Exports
Images of staff members
If you have been using these features of the Generic Intranet, you will need to copy the files for
each of these features from your old server to your new server once installation is complete.

Process
In each case, the process is the same
Determine where on your old server the files are stored
Determine where on your new server the files should be stored
Copy the files from one server to the other.

Settings
In each case, there are settings that the Generic Intranet can use to determine which folder these
files are stored in.

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Advanced Installations

You may need to review these settings on the old and new server to determine where you can find
the files. See the Administration Guide for help in using and changing settings for the Generic
Intranet. If any of these settings is not listed on your server, the files will be stored in the default
location.

File Groups
The following table lists groups of files that the Generic Intranet creates and stores on your behalf
Check each file group, and where necessary, copy files..
File Group,
Description
Staff Images
Pictures of staff
members
Expenses
Attachments
Documents that
are attached to
expenses claims
Expenses
Archives
Expenses that
have been saved
to file and deleted
from the database
Expenses Export
Information
Export files and
export logs from
Agresso Exports
Meetings
Attachments
Documents that
are attached to
meeting bookings

Setting
Section
Global

Setting
Name
Staff
Image
Folder
Approval
Document
Folder

Default Location

Expenses

Archive
Folder

C:\LocalIntranet\ExpensesAdministration\archive

Expenses

Agresso
Export
Folder

C:\LocalIntranet\ExpensesAdministration\agresso\

Meetings

Meetings
Upload
Folder

C:\GenericIntranet\DotNetWebParts\docs\

Expenses

C:\LocalIntranet\ExpensesAdministration\StaffImages
\
C:\LocalIntranet\ClaimingExpenses\docs\

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Intranet Configuration

Intranet Configuration
Introduction
You will need to configure your intranet in order to access the functionality provided by this
product. While it has been installed, there is no direct means for your users to access the
functionality.
There are a number of different facets to the user interface of this product. Each area provides
different functionality, and to different types of users.
In this document, we call these areas Access Points. Under Sharepoint, you will set up these
areas as web parts on the Sharepoint Dashboards you consider most appropriate.
These access points are detailed on Page 53. The primary web parts are as follows
Leave Web Part (Page 53)
Used to access the functionality of the leave system
Expenses Web Part (Page 53)
Used to access the function of the Travel & Subsistence system
Headlines Web Part (Page 54)
Used to access the functionality of the Generic Intranet tickertapes
Meetings Web Part (Page 54)
Used to view room bookings
Simple Phonebook Web Part (Page 54)
Used to search the list of staff
Advanced Phonebook Web Part (Page 55)
Used to search the list of staff
Phonebook Update Web Part (Page 55)
Used by front office staff to update staff phone numbers
Administration Web Part (Page 56)
Used to configure the Generic Intranet
First, however, we provide instructions on how to set up these access points in Sharepoint 2001, and
how to configure Sharepoint 2003 for the Generic Intranet.

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Intranet Configuration

Setting up Web Parts to access the product with Sharepoint 2001


To add any one of these locations as a web part to a Dashboard within Sharepoint 2001, use the
following steps:
Ensure you have administrative privileges for the Dashboard within Sharepoint.
Click on the Content link on the top right corner of the page.

No Content Link? If the content link does not appear, you do not have administrative privileges for
this page.

A screen for the content of the dashboard appears.


Click on Create New Web Part

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A screen to configure a new web part appears

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Various configuration properties are available.


Set the configuration settings as appropriate to your intranet environment.
The most important two properties are as follows:
In the Advanced Settings area, click on Get Content from the following link
Enter the URL in the box provided
In most cases, you will also want the web part to run inside a frame.
Check the Isolate this Web Parts content from the other web parts box.

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Using the Generic Intranet under Sharepoint 2003


There are some extra configuration steps required to get the Generic Intranet working with
Sharepoint 2003, as follows
Create and configure an Application Pool for the Generic Intranet
Create and configure a virtual directory within the _layouts folder, for use with Sharepoint
2003
Restart IIS

Create an Application Pool for the Generic Intranet


Open the IIS Manager.

Open the local server


Click with the right mouse button on the Application Pools folder icon
Choose New/Application Pool
The Add New Application Pool dialog will appear.

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Give your Application Pool the name Generic Intranet


Base your new pool on the MS SharePoint Portal App Pool
Press OK

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Create a virtual directory for the Generic Intranet within the _layouts folder of
Sharepoint
Stay within IIS Manager
Open the Default Web Site
Open the _layouts folder within the Default Web Site

Click with the right mouse button on the cog icon for the _layouts folder
Choose New/Virtual Directory
The Virtual Directory wizard appears.
Click Next
Give the new virtual directory the alias laintranet
Click Next
Give the new virtual directory the path C:\LocalIntranet.
Non-Standard Installations: If you have installed the Generic Intranet in a non-default location,
enter that instead)
Click Next
Set Permissions: Read, Write and Script.
Click Next

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Intranet Configuration

Click Finish

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Intranet Configuration

Configure your new virtual directory


Click the right mouse button on the new virtual directory within the _layouts folder, and choose
Properties
A properties window for this virtual directory appears

Within the Application Pool dropdown, choose Generic Intranet


Click on the Directory Security tab

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Intranet Configuration

Click on the Edit button within the Authentication and Access Control Area on the tab.
The Authentication Methods dialog box will appear

Ensure that the Enable Anonymous Access box is unchecked


Click OK to close this dialog box
Click OK to close the properties window for the virtual server.

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Configure ASP.NET in the _layouts folder.


Open the folder that the Sharepoint _layouts directory is associated with.
Note: By default this will be as follows:
C:\Program Files\Common Files\Microsoft Shared\Web Server
Extensions\60\template\layouts
However, you may need to examine the properties of the _layouts virtual directory to find out the
location on your serer.
Using a text editor such as Notepad, open the file web.config in this folder.

Look for a line which looks like this:


<add verb="*" path="*.aspx"
type="System.Web.UI.PageHandlerFactory, System.Web,
Version=1.0.5000.0, Culture=neutral,
PublicKeyToken=b03f5f7f11d50a3a" />
It should be around line 6 of the file. It is easiest to find by searching for the text
<httpHandlers>
You will need to add a configuration line after this line that allows web services to run correctly.
With version 1.1.4322 of the .NET framework, the text you need to add looks like this:

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<add verb="*" path="*.asmx"


type="System.Web.Services.Protocols.WebServiceHandlerFactory,
System.Web.Services, Version=1.0.5000.0, Culture=neutral,
PublicKeyToken=b03f5f7f11d50a3a" validate="false"/>
If you have a different version of the framework, you may require different syntax. In this case you
will need to follow these steps
Locate your machine.config file
This should be in the folder C:\Windows\Microsoft.NET\Framework\version\CONFIG\
Search for the text <httpHandlers>
Find an <add> tag with the path attribute *.asmx
Copy that line
Your web.config should look as follows after you have added the line:

Save and close the file.

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Restart IIS.
Return to Internet Information Services Manager
Click with the right mouse button on your server
Choose All Tasks/Restart IIS

A Stop/Start/Restart Dialog will appear

Click OK

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Setting up Web Parts to access the Generic Intranet with Sharepoint


2003
To set up a given access point as a web part in Sharepoint 2003, use the following steps.
Ensure you have the permissions to administrate the area you will add the web part to.
Go to the area where you want to create the web part
Click on Edit Page
No Edit Page link? If you have no Edit Page link, you may not have permissions to edit the
page.

The Modify Shared Page link will now be available on the right of your screen.

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Click on Modify Shared Page


Click on Add Web Parts
Click on Browse

A frame appears on the right of the screen with a list of web parts.

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Press Next until you see the Page Viewer Web Part
Drag and Drop the Page Viewer Web Part to your dashboard using the left mouse button.
The page viewer web part will appear in your chosen zone.

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Click on Open the tool pane to configure the web part

A window appears on the right of your screen to configure the web part.

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Various configuration options are available to you.


The important one is Link
Type the location of the access point into the Link area
Click on Apply to make these changes to your page viewer web part.

Using the Generic Intranet without Sharepoint


This product has been built to be integrated with Microsoft Office Sharepoint.
However, you do not require Sharepoint to use this product. Most access points listed below will
also work without outside of Sharepoint.
You can create a link from your intranet to the access point URL directly, or create frames on your
intranet that are linked to each access point, as appropriate for the architecture of your intranet.

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Definitions of Web Parts/Access Points


This document provides the following information about each access point.

Name
Purpose
Comments
URL
URL (SPS 2003)

What this access point is used for


Any additional comments on how might be used.
The location on your server that the Access Point is available at
The location on your server that the Access Point is available at under
Sharepoint 2003
Non-Standard Locations: If you are using a non-standard installation, you
will need to change these locations as appropriate.

Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

The type of users that use this access point


Whether this access point works as a Sharepoint 2001 web part
Whether this access point works as a Sharepoint 2003 web part
Whether this access point works outside of Sharepoint
Any additional details about how this access point should be configured.

Leave Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Shows the amount of leave remaining to the user


Allows users to apply for, enter, approve and report on leave
Shows the amount of leave waiting for approval by the user.
Different users see different levels of information as appropriate
http://localhost/laintranet/NewLeave/LeaveWebPart.aspx
/_layouts/laintranet/NewLeave/LeaveWebPart.aspx
All
Yes
Yes
Yes
You can control whether the Use Outlook link (only appropriate to certain
Sharepoint 2001 installations) appears through leave settings.

Expenses Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Allows users to enter, approve and report on expenses


Shows the amount of expenses that are waiting for approval by the user
Different users see different levels of information as appropriate
http://localhost/laintranet/ClaimingExpenses/ExpensesWebPart.aspx
/_layouts/laintranet/ClaimingExpenses/ExpensesWebPart.aspx
All
Yes
Yes
Yes
You can control whether the Use Outlook link (only appropriate to certain
Sharepoint 2001 installations) appears through expenses leave settings.

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Headlines Web Part


Name
Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Headlines Web Part


Show the current headlines.
These headlines can be drawn from a variety of sources.
http://localhost/laintranet/Headlines/TickerTapeWebPart.aspx
/_layouts/laintranet/Headlines/TickerTapeWebPart.aspx
All
Yes
Yes
Yes
Headlines can come from web pages, RSS, a database table or WebDAV.
You configure headline sources through the web.config file in
C:\LocalIntranet
The scrolling mode of the headlines can be controlled through the headlines
settings.

Meetings Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Show the meetings that currently booked


Provide links to Meetings Search functionality
http://localhost/laintranet/DotNetWebParts/MeetingsWebPart.aspx
/_layouts/laintranet/DotNetWebParts/MeetingsWebPart.aspx
All
Yes
Yes
Yes
You will need to install Outlook Form to allow people to book meeting
rooms through this web part.

Simple Phonebook Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Provide an area for users to run a simple search on the staff list
Display results in the same area
http://localhost/laintranet/NewPhonebook/SimpleSearchStandalone.html
/_layouts/laintranet/NewPhonebook/SimpleSearchStandalone.html
All
Yes (but see note)
Yes
Yes
For Sharepoint 2001, there is an alternative way of setting up the phone
book

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Advanced Phonebook Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Provide an area where users can run a more complete search of the staff list
Displays results in the same area
http://localhost/laintranet/NewPhonebook/AdvancedOptionsStandalone.html
/_layouts/laintranet/NewPhonebook/AdvancedOptions Standalone.html
All
Yes (But see note)
Yes
Yes
For Sharepoint 2001, there is an alternative way of setting up the phone
book

Organizational Chart Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Provide an area where users can see organizational chart web part.
The chart is determined by the relationships between the departments and
sections that you have configured through the staff administration section.
http://localhost/laintranet/NewLeave/OrgChartWebPart.aspx
/_layouts/laintranet/NewLeave/OrgChartWeb Part.aspx
All
Yes (But see note)
Yes
Yes
For Sharepoint 2001, there is an alternative way of setting up the phone
book

Phonebook Update Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Provide an area where front desk personnel can easily update phone
numbers within the organisation
This web part was written at the request of some local authorities: The
purpose is so that certain personnel can update staff members phone
contact details without updating other details.
http://localhost/laintranet/ExpensesAdministration/AdminPhonebook.aspx
/_layouts/laintranet/ExpensesAdministration/AdminPhonebook.aspx
All (But see note)
Yes
Yes
Yes
By default, this URL is UNSECURED any Generic Intranet Staff member
can use it.
It is expected that I.T. in local authorities will secure access to this page.
You can do this using any or all of the following techniques
1. Place the web part on a dashboard that only the correct personnel
can access using security in Sharepoint
2. Use ASP.NET authorization with the <authorization> tag tp
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web.config to secure access to the page.


3. Use NTFS file security to secure access to the .aspx file.
4. Use IIS to secure access to the page with IP numbers.

Site Phonebook Update Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Provide an area where front desk personnel can easily update an


organisational phonebook for frequently used numbers
The site phonebook feature must be enabled using web.config for this web
part to be useful. See page 105 of the administration guide for help on how
to enable the site phonebook.
http://localhost/laintranet/NewPhonebook/OrganizationPhonebook.aspx
/_layouts/laintranet/NewPhonebook/OrganizationPhonebook.aspx
All (But see note)
Yes
Yes
Yes
By default, this URL is UNSECURED any Generic Intranet Staff member
can use it.
It is expected that I.T. in local authorities ill use IIS security and/or
ASP.NET security (through web.config) to ensure that only those staff who
should access this URL can.
You can do this using any or all of the following techniques
1. Place the web part on a dashboard that only the correct personnel
can access using security in Sharepoint
2. Use ASP.NET authorization with the <authorization> tag tp
web.config to secure access to the page.
3. Use NTFS file security to secure access to the .aspx file.
4. Use IIS to secure access to the page with IP numbers.

Arrears Web Part


Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Provide an area where finance personnel can run arrears and report on
arrears runs
Only users configured as Expenses Administrators can use these facilities.
http://localhost/laintranet/ExpensesArrears/ArrearsWebPart.aspx
/_layouts/laintranet/ExpenseArrears/ArrearsWebPart.aspx
Expenses Administrators
Yes
Yes
Yes
This web part should be placed on a dashboard not visible to most users.

Administration Web Part


Purpose

Allow administrators to configure aspects of the Generic Intranet

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Comments

URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Access control is through the Applications configuration area within the


administration application
Administrators of the Web Server machine always have full access to
Generic Intranet administration
http://localhost/laintranet/ExpensesAdministration/AdminWebPart.aspx
/_layouts/localhost/laintranet/ExpensesAdministration/AdminWebPart.aspx
Administrators Only
Yes
Yes
Yes
Ideally, this would be placed in a dashboard or area that is inaccessible to
most users.

Web Parts for use with Sharepoint 2001 Only


Phonebook Simple Search (SPS 2001)
Purpose
Comments

URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Provides simple search area


However, results are displayed in a different web part
There are three web parts that can combine to provide phonebook
functionality in SPS 2001: Simple Search (SPS2001), Advanced Search
(SPS2001) and Phonebook Results (SPS2001)
This uses facilities in SPS 2001 to communicate between the three web
parts on the HTML page. These facilities are not available in SPS 2003.
http://localhost/laintranet/NewPhonebook/SimpleEntryForm.asp
n/a
All
Yes
NO
NO
Must be placed on the same page as the Advanced Search (SPS2001) and
Phonebook Results (2001) web parts.

Phonebook Advanced Search (SPS2001)


Purpose
Comments

URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?

Provides advanced search area


Results are displayed in a different web part
There are three web parts that can combine to provide phonebook
functionality in SPS 2001: Simple Search (SPS2001), Advanced Search
(SPS2001) and Phonebook Results (SPS2001)
This uses facilities in SPS 2001 to communicate between the three web
parts on the HTML page. These facilities are not available in SPS 2003.
http://localhost/laintranet/NewPhonebook/AdvancedOptions.aspx
n/a
All
Yes
NO
NO
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Setup Notes

You must isolate the content of this web part from the others through the
Sharepoint Web Part Properties

Phonebook Results (SPS2001)


Purpose
Comments

URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes

Displays results of phonebook searches.


There are three web parts that can combine to provide phonebook
functionality in SPS 2001: Simple Search (SPS2001), Advanced Search
(SPS2001) and Phonebook Results (SPS2001)
This uses facilities in SPS 2001 to communicate between the three web
parts on the HTML page. These facilities are not available in SPS 2003.
http://localhost/laintranet/WebParts/PhonebookResults.asp
n/a
All
Yes
NO
NO
You must ensure that the content of this web part is NOT ISOLATED
through the Sharepoint web part properties.

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Setting up the Agresso Import

Setting up the Agresso Import


Introduction
In order to use the Expenses Module, you need to set up a link between the Agresso database and
the database associated with the Generic Intranet. This information is used so that the Expenses
module can create information.
This import process needs to be automated so that the expenses system is always synchronised with
Agresso.
We use an import process driven by a SQL Server Data Transformation Services (DTS) package to
manage this link.
The following instructions explain how to set up this import process.

Preparation
You must have an NT login that has administrative privileges on the Intranet server to create the
DTS package.
You must know which server is used to store the Agresso data
You must know which database on this server is used to store the Agresso data

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Setting up the Agresso Import

Creating the import package


Log on to the server that stores the Generic Intranet database.
Start the SQL Server Enterprise Manager
Within SQL Server Enterprise manager, click on the Generic Intranet database (normally
laintranet1)

Click on the Tools menu, choosing the sub-menu Data Transformation Services and the menu
option Import Data
A Data Transformation Services Wizard will appear

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Introductory Screen

Press Next

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Choose a Data Source Screen


We will be choosing the Agresso database as our source.

The source database type is Microsoft OLE DB Provider for SQL Server
Select the server that is used to store the Agresso database from the Server: drop-down list
Select either NT authentication or SQL Server Authentication.
If you choose SQL Server Authentication, you will be required to enter a username and password

Select the database that is used to store the Agresso data from the Database: dropdown list
Click Next

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Choose a destination screen


On this screen, we will be choosing the Generic Intranet database

The destination database type is Microsoft OLE DB Provider for SQL Server
Select the server that is used to store the Generic Intranet from the Server: drop-down list
In most cases, this will be localhost, as the DTS package is being created on the destination server.

Select either NT authentication or SQL Server Authentication.


If you choose SQL Server Authentication, you will be required to enter a username and password

Select the database that is used to store the Generic Intranet data from the Database: dropdown
list
Normally, this will be a database called laintranet1

Click Next

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Setting up the Agresso Import

Specify Table Copy or Query screen


We will be copying tables

Ensure Copy table(s) and view(s) from the source database is chosen.
Click Next

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Setting up the Agresso Import

Select Source Tables and Views screen


There are five tables that we want to copy from the Agresso database:
acruserinfo
agldimension
agldimvalue
aglrelation
aglrelvalue
We will repeat the following two steps 5 times, once for each table.
Step 1: Select a table for copying

On the page entitled Select Source Tables and Views


Scroll down to the table acruserinfo and check it.
Scroll across to the Transform column.
Step 2: Configure how the table is copied
Click on the button with three dots () on it.
A dialog box will appear

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Column Mappings and Transformation dialog

Ensure that the Delete Rows in destination table checkbox is checked.


Click OK.
You have now successfully selected the table acruserinfo for import.
Repeat this process to select the following four additional tables for import
agldimension
agldimvalue
aglrelation
aglrelvalue
Once all five tables have been selected and configured, you should be back on the screen Select
Source Tables and Views
Select Next

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Save, schedule and replicate package screen


We want to schedule a weekly run, and save the package on the Generic Intranet Server.

Check the box entitled Schedule DTS package for later execution
Click on the button beside this checkbox with the three dots () on it.
A dialog box will appear.

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Edit recurring Job Schedule dialog

In the Occurs area, click on Weekly


In the Weekly area, click on the Sat checkbox
In the Daily Frequency area, click on Occurs once at: option
Enter a time for the run in the area provided
Click OK
You will return to the Save, schedule and replicate package screen.
Click Next >

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Setting up the Agresso Import

Save Data Package screen

Enter Agresso Data Import in the Name field provided


Enter a description for this import data
Select the server where the Generic Intranet database is stored from the Server Name drop down
list
Click Next
The following screen shows a summary of the import package you are creating
Click Finish
The job will run immediately, allowing you to check your work
Once the job has been completed, a dialog box will appear to tell you so.
Click on OK

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Setting up the meetings application

Setting up the meetings application


The meetings application consists of three components
1) A room booking application
2) A web part that displays room bookings
3) Administration screens to control the rooms available.
This room booking application is written as a Microsoft Outlook Form that runs on each users
computer. It replaces the standard Outlook calendar, providing an extra screen that staff can use in
order to book a room.
There are three steps you must take in order to provide this functionality to your users.
1) Install the room booking form on your Microsoft Exchange server
Two of these steps need to be repeated on each users computer
2) Set up a connection between the users computer and the database server
3) Configure the users Microsoft Outlook installation so that they will use the room booking
form instead of their standard calendar form
Facilities Manager Some local authorities have centralised management of room booking with one
staff member. In this case you just need to run steps 2 and 3 on that staff members computer.
The following instructions cover these three steps

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Setting up the meetings application

Step 1: Publishing the Outlook form on Microsoft Exchange.


The Outlook Form required for the Meeting and Agendas application needs to be published to the
Organization Forms Library.
Forms that are installed into the Organization Forms Library are available to the entire
Organization.

Using Exchange 2003


The procedure for publishing a form in Exchange 2003 differs from earlier versions. If you are
using an earlier version of Exchange go to the section Using Exchange 2000.
Note: If you are using Outlook 2003, you must turn off caching mode before publishing a form and
then you can turn it back on when the form is published
1. Hold down the shift key and double click on the Meeting.oft file
2. When the form is open, go to the Tools menu Forms Publish Forms As

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Setting up the meetings application

3. Choose Organisational Forms Library in the Look In field and type in Meeting in the
Display Name field

4. Then Click Publish

Using Exchange 2000


The following steps summarize how to setup the Organization Forms Library for forms to be
installed.

Set-up the Organization Forms library


1. In the Exchange Administrator program open the Tools menu and click Forms
Administration.
Note: If the Organization Forms library is not defined, click New to create the Organization Forms
library, and set the proper language.
2. Expand Folders, System Folders, EForms Registry.
3. In the details window Double-click on the Organization Forms object to open the properties
and click Client Permissions

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Setting up the meetings application

4. Give a person or a group the Owner role to allow the user or group to install forms in the
organization forms library. Remember who this is - You will log on as this person shortly.
Note: If there is another form with a similar name such as Organizational Forms (2343) then repeat
steps 4 and 5 for this object also.

Use Outlook to publish the form


1. Log onto the exchange server as the person you set up at stage 4 above and open Outlook.
2. Select the form to publish by going to Tools > Forms > Choose Form > User Templates in
File System.
3. Browse to the installation package folder or CD.
4. Browse to the Meetings sub-folder
5. Open the form called Meeting.
6. In the Outlook Form publish the form
a.

Go to Tools > Forms > Publish Form

b.

Look in > Organisational Forms Library.

c.

Enter Display name Meeting and

d.

Click Publish

7. Close Outlook
The next two steps must be repeated on each users computer.

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Setting up the meetings application

Step 2 Connect the users computer to the Generic Intranet database.


Login Scripts Some local authorities have written login scripts that make it possible to automate
all or part of this process. We have provided copies of these scripts in your install package, in the
/contrib. folder. The LGCSB has not written these scripts, nor do we support them. For more help
with any of these scripts, please contact the writers of the software.
In order for the Microsoft Outlook form to connect to the Generic Intranet database, a Data Source
Name (DSN) must be created on each users computer.
This DSN is a configuration file that helps the Outlook form connect to the correct database.
DSNs are configured through the ODBC Data Sources administration tool.
Open the ODBC Data Source Administrator
Click on Start and select the Programs menu.
Choose the Administrative Tools menu.
Choose the Data Sources (ODBC) menu.

The ODBC Data Source Administrator will start


Click on the System DSN tab

Click Add
Specify the SQL Server driver and click Finish.
The Microsoft SQL Server DNS Configuration page will appear

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Setting up the meetings application

Type Laintranet1 in the Name field.


Set Server to the name of the server where the Generic Intranet Database is stored
Click Next
A page entitled Create a new Data Source to SQL Server will appear

Select With Windows NT Authentication


Select Client Configuration and within Network Libraries select TCP/IP

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Setting up the meetings application

Select OK
Click on NEXT >
A new page will appear

Check the Change the default database checkbox


Select the default database to the name of the Generic Intranet Database
Normally, this will be Laintranet1

Click on NEXT >


Another screen will appear to complete the DSN configuration

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Setting up the meetings application

Check the checkbox marked Change the language of SQL Server system messages to:
Select British English from the drop down box provided.
Click Finish
A new screen appears to allow you to test the connection.

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LGCSB Generic Intranet January 05 Update - Installation Guide


Setting up the meetings application

Click on Test Data Source to ensure your connection is correct.


The test screen will appear.

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LGCSB Generic Intranet January 05 Update - Installation Guide


Setting up the meetings application

Click on OK to close the test window


Click on OK to complete configuration of the DSN
Click on OK to close the ODBC Data Source Administrator

Step 3: Configuring Microsoft Outlook


Configure your users Microsoft Outlook installation so that they will use the room booking form
instead of their standard calendar form
This section describes how the Meeting form is installed on the client machines.
Outlook must be installed on the client.
Open Outlook and right click on the calendar folder. Select properties.
Under the General tab beside the When posting to this folder instruction, choose forms.
Choose Organizational forms library
Select meeting and click open

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LGCSB Generic Intranet January 05 Update - Installation Guide


Configuring SQL Mail

Configuring SQL Mail


In order to send e-mail, the SQL Server Mail service must be properly configured on the database
server that runs the Generic Intranet database. The SQL Server Mail service uses the Microsoft
Exchange client services to send e-mail over a Microsoft Exchange server. Essentially you need to
create and configure a Microsoft Outlook profile on the database server

Set up the SQL Mail user profile


Set up a Windows 2000/NT User account on the Domain Server, with SQLServerMail as the user
name.
Set up an Exchange mailbox on Exchange server for the same user with the same name
SQLServerMail.

Configure the SQL Mail user on the Generic Intranet database server
Add this user to the administrators group on the server:
Select Administration Tools, Computer Management, Local Users and Groups,
Click Groups
Click Administrators
Click Add.
Select SQLServerMail user.
Active Directory: This procedure may need to be carried out in Active Directory Local Users and
Groups if that is how users are set up on the server.
Install Outlook on the database server.
This application is part of the MS Office installation.

Log out of windows and Log on as the new user SQLServerMail.

Set up a mail profile in Outlook to view the SQL mailbox


Right click on Outlook Icon on the desktop
Select Properties, ADD
Click MS Exchange Server, Enter name SQLServerMail
Enter in the name of the Exchange Server and Mailbox SQLServerMail

Configure SQL Services to use this user profile


Log off and login as Administrator.
Go into Administration Tools and Services.
Double click on MSSQLServer to open properties and click the Logon Tab.
Click on the This Account radio button
Enter Servername\SQLServerMail in the account window
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LGCSB Generic Intranet January 05 Update - Installation Guide


Configuring SQL Mail

Enter the password


Enter confirmation password.
Click Apply and OK.
Click on SQLServer Agent under services and do same as above for it.

Configure SQL Server to use the correct mail profile


Log off and Log on as SQLServerMail
Stop and Restart both the SQLServer and SQLServer Agent Services:
Select SQL Server in the Services window
Click the stop button,
The SQL Server Agent will automatically stop also.
Select SQL Server in the Services window and click the Start/Continue button.
Select SQL Server Agent in the Services window and click the Start/Continue button

Open up SQL Server Enterprise Manager.


Open the Support Services area
Expand SQLServer group
Expand SQLServer
Open folder Support Services,

Select the mail profile


Right click on SQL mail
Select properties
Select MS Exchange settings from profile name menu.

Stop and Restart both the SQLServer and SQLServer Agent Services
You should restart the server at this stage.

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