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INSTALLATION GUIDE
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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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
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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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
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.
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
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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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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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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Second Screen
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Second Screen
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Third Screen
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Fourth Screen
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Fifth Screen
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Sixth Screen
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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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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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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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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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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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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Second Screen
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Third Screen
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Fourth Screen
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Fifth Screen
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Sixth Screen
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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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Final Screen
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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.
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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.
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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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/
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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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
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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No Content Link? If the content link does not appear, you do not have administrative privileges for
this page.
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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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Click Finish
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Click on the Edit button within the Authentication and Access Control Area on the tab.
The Authentication Methods dialog box will appear
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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
Click OK
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The Modify Shared Page link will now be available on the right of your screen.
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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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A window appears on the right of your screen to configure the web part.
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Name
Purpose
Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes
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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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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
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
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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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.
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Comments
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes
You must isolate the content of this web part from the others through the
Sharepoint Web Part Properties
URL
URL (SPS 2003)
Users
Sharepoint 2001?
Sharepoint 2003?
Free Standing?
Setup Notes
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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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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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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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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 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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Ensure Copy table(s) and view(s) from the source database is chosen.
Click Next
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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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3. Choose Organisational Forms Library in the Look In field and type in Meeting in the
Display Name field
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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.
b.
c.
d.
Click Publish
7. Close Outlook
The next two steps must be repeated on each users computer.
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Click Add
Specify the SQL Server driver and click Finish.
The Microsoft SQL Server DNS Configuration page will appear
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Select OK
Click on NEXT >
A new page will appear
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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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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.
Stop and Restart both the SQLServer and SQLServer Agent Services
You should restart the server at this stage.
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