eServer SETUP AND SITE INSTALLATION INSTRUCTIONS e
Proprietary No part of this technical manual may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language, in any form or by any means, without prior written permission of Mass Electronics Pty Ltd. Trademark The term ‘Innotech’ used in this manual is a trademark of Mass Electronics Pty Ltd trading as Innotech Control Systems Australia.
Document Management Document Title: eServer Setup & Site Installation Instructions Revision History Version Number Date Summary of Changes 1.0 2009 Draft release of document, for comment. 2.0 July 2009 Full Release. 3.0 December 2010 Updates to guide for changed eServer Setup workflow. Addition of information for the use of eServer with SQL Server 2008 R2 Express Edition databases. Added relevant setup information for eServer on a Windows Server 2008 R2 computer. 4.
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Contents Chapter 1 - Preliminary Information..............................................................13 1-1 Introduction.............................................................................................................. 14 1-1.1 Systems Covered by this Manual.............................................................................14 1-1.2 Terminology used in this Manual.............................................................................14 1-1.3 Scope of this Technical Manual....
Contents (Continued) 3-2 Installing Internet Information Services (IIS).......................................................... 36 3-2.1 Overview...................................................................................................................36 3-2.2 Installing IIS on Windows Server 2008 R2................................................................36 3-2.3 Installing IIS on Windows 7......................................................................................43 3-2.
Contents (Continued) 4-5 Setup of eServer Client Computer........................................................................... 89 4-5.1 Overview...................................................................................................................89 4-5.2 Connection Steps.....................................................................................................89 4-5.3 Setup Crystal Reports Software on eServer Client Computer................................
List of Illustrations Figure 2-1: Example of eServer Setup Network Topology........................................................22 Figure 2-2: Example of Forwarding Requests for Ports to Static Ip Addresses........................23 Figure 2-3: Commence Installation of the eServer Software....................................................25 Figure 2-4: eServer Software Licence Agreement.....................................................................
List of Illustrations (Continued) Figure 3-16: Opening Programs and Features on Windows Vista......................................................45 Figure 3-17: Opening Windows Features Menu on Windows Vista............................................46 Figure 3-18: Setup IIS Features on Windows Vista......................................................................46 Figure 3-19: Opening "Add and Remove Programs" from the Control Panel in Windows XP...
List of Illustrations (Continued) Figure 3-52: Select Location of Computer for Authentication Details.......................................64 Figure 3-53: Enable IIS Password Control with Windows XP on a Local Domain......................64 Figure 3-54: Enable Windows XP IIS Password Control on a Local Domain..............................65 Figure 3-55: Authentication Methods for Default Web Site on a Standalone Computer.......... 65 Figure 3-56: Search for user on Windows XP standalone computer..........
List of Illustrations (Continued) Figure 4-21: Launch Internet Explorer and Connect to eServer Computer...............................89 Figure 4-22: Install Magellan ActiveX Control..............................................................................90 Figure 4-23: Internet Explorer Information Bar when Installing Magellan ActiveX Control......90 Figure 4-24: Internet Explorer Security Warning when Installing eServer Native Client..........
List of Illustrations (Continued) Figure A-12: Add Document index.htm for Default Web Site on Windows XP......................... 114 Figure A-13: Apply Document Settings for Default Web Site on Windows XP.......................... 114 Figure A-14: Configure MIME Types on Windows XP................................................................. 114 Figure A-15: Mime File Types Window.......................................................................................
eServer SETUP AND SITE INSTALLATION INSTRUCTIONS Chapter 1 - Preliminary Information
eServer Setup and Site Installation Instructions 1-1 Introduction This manual is intended to provide the customer with complete and comprehensive documentation to set up and configure the Innotech eServer software for a site computer. eServer enables local and remote client computers access to a Magellan Explorer interface from within their web browser, enabling direct access to information on the site computer.
eServer Setup and Site Installation Instructions DNS: Domain Name System, a naming system for computers, services or any resources on a private network. eServer: a web-based Magellan Explorer solution that allows a remote computer to display a Magellan Explorer interface from within their web browser while accessing information on a remote computer. iComm: Innotech's communications server used by applications software. IIS: Microsoft Internet Information Services software.
eServer Setup and Site Installation Instructions 1-2 System Requirements Both the eServer Host computer and any connecting eServer Client computers must meet the minimum computer requirements to ensure correct operation. 1-2.1 Minimum Computer Requirements Supported Operating Systems: • Windows Server 2008 R2 with Service Pack 1 • Windows 7 Professional (32-bit / 64-bit) with Service Pack 1 • Windows XP Professional 32-bit with Service Pack 3 Minimum System Requirements: • Intel Pentium Dual-Core 2.
eServer Setup and Site Installation Instructions 1-4 Advanced Site Considerations The following installation considerations must be observed for sites with advanced data logging requirements, such as connection to an SQL Server database: • Both the eServer Host computer and any connecting eServer Client computers must meet the minimum computer requirements to ensure correct operation.
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eServer SETUP AND SITE INSTALLATION INSTRUCTIONS Chapter 2 - Installation and Configuration of eServer Software
eServer Setup and Site Installation Instructions 2-1 Overview This section provides an overview of the steps required for the installation and basic configuration of the eServer software onto a computer, and installation of the additional Magellan Crystal Report additions if required. NOTE The installation program for eServer v1.20 or greater automatically creates and configures the necessary web page files on your computer in the location c:\MyWebPages.
eServer Setup and Site Installation Instructions 2-2.2.2 Port Forwarding and Firewalls The following Ports are required to be opened through the Firewall to allow incoming and outgoing connections to specific parts of the Innotech System.
eServer Setup and Site Installation Instructions 2-2.2.3 Security Information Both iComm and eServer are resistant to denial of service attacks from unauthenticated clients, and both support 32-bit encryption with initial login challenge/response authentication. If a client's login name and password is not authenticated immediately by eServer or iComm, the connection is terminated. Both servers have been tested for buffer overrun attacks, and both servers have an audit trail of connection attempts.
eServer Setup and Site Installation Instructions 2-2.4.1 Computer Setup Once the ADSL connection to the eServer Host computer is completed, the computer must be protected. The following is required to complete this step: • Antivirus software from a reputable provider. Some antivirus and security software will block eServer communication and port traffic by default. If this occurs, allow the required communications on the computer.
eServer Setup and Site Installation Instructions 2-2.4 Domain Name System (DNS) Setup To use eServer with an SQL Server on the dedicated site computer and remotely you will both need internal and external access to iComm. To do this, you will need to use an actual DNS name that is accessible from the External and Internal Addresses. In most projects with stand-alone computers accessing the internet the router is basic and is not a DNS server. Use the following site to set one up. Go to http://dyn.
eServer Setup and Site Installation Instructions 2-3.2 Installation Steps Launch the eServer Installation Program. From the Setup window, select Next to commence installation, as illustrated below in Figure 2-3. Figure 2-3: Commence Installation of the eServer Software Read and acknowledge the eServer Software Licence Agreement, as illustrated below in Figure 2-4. Click Yes to continue.
eServer Setup and Site Installation Instructions Enter the Customer Information for your eServer software installation, as illustrated below in Figure 2-5. Click Next to continue. Figure 2-5: eServer Software Customer Information Confirm the eServer software installation location, as illustrated below in Figure 2-6. Click Next to continue. Figure 2-6: eServer Software Installation Location Edition 5.
eServer Setup and Site Installation Instructions Wait wait a few minutes as the eServer software is installed on your computer, as illustrated below in Figure 2-7. Figure 2-7: eServer Software File Installation When the eServer software installation process is completed, click Finish to close and exit.
eServer Setup and Site Installation Instructions 2-4 Installation of ATOM Reports Component 2-4.1 Overview The ATOM Reports Component allows for advanced report generation from Magellan or eServer software using the Innotech ATOM software. This is a separate optional install which is required for the generation of ATOM Reports. NOTE The ATOM Reports Component is intended to work in a system where the Magellan or eServer Software is accessing data stored in a SQL Server database.
eServer Setup and Site Installation Instructions Click Next to commence installation, as illustrated below in Figure 2-9. Figure 2-9: Commence ATOM Reports Component Installation Select the specific ATOM Reports Component items to install. The default is to install the files required for both the Magellan and eServer software, as illustrated below in Figure 2-10. Click Next to continue.
eServer Setup and Site Installation Instructions 2-5 Security Access to the c:\MyWebPages Directory 2-5.1 Overview To enable eServer Client computers connection and access to the contents of the c:\MyWebPages directory, you will need to configure folder security settings. This allows eServer Client computers to access to necessary files of the eServer project. NOTE You will need to enable security access to a user called "Everyone", and then customise the security settings for "Everyone".
eServer Setup and Site Installation Instructions Click Add to create the new Security Group "Everyone", as illustrated below in Figure 2-12 Figure 2-12: Add the new Security Group "Everyone" Type Everyone into the Object Name field and click OK to apply, as illustrated below in Figure 2-13. Figure 2-13: Enter the new Security Group "Everyone" Click Apply and OK to close the Security Properties settings for c:\MyWebPages, exiting to the main window.
eServer Setup and Site Installation Instructions 2-5.3 Configure Security Settings for Special User "Everyone" Navigate to c:\MyWebPages on your computer. Right-click on the MyWebPages folder and select Properties from the popup menu. Select the Security tab. Ensure that the user "Everyone" is present in the Groups and User Names list. Click Edit to configure properties for Security Group "Everyone", as illustrated below in Figure 2-14.
eServer Setup and Site Installation Instructions With Full Control Enabled for "Everyone", click Advanced to configure Special Permissions for Security Group "Everyone", as illustrated below in Figure 2-16. Figure 2-16: Open Advanced Security Settings for Security Group "Everyone" Select Everyone into the Object Name field and click Change Permissions..., as illustrated below in Figure 2-17. NOTE On Windows Vista, the Change Permissions... button is titled Edit. However, the functionality is the same.
eServer Setup and Site Installation Instructions Ensure that both security options for the "Everyone" Security Group are selected, as illustrated below in Figure 2-18. Click Apply to confirm your settings. Figure 2-18: Set Advanced Security Settings for Security Group "Everyone" Changing security settings for "Everyone" will launch a Windows Security warning. Click Yes to confirm the security settings for the "Everyone" Security Group, as illustrated below in Figure 2-19.
eServer SETUP AND SITE INSTALLATION INSTRUCTIONS Chapter 3 - Configuring Internet Information Services (IIS)
eServer Setup and Site Installation Instructions 3-1 Overview This section provides an overview of the steps required to install and configure Windows Internet Information Services (IIS) settings. NOTE IIS enables your eServer Host computer (the computer running the eServer software) the capability to interact securely with connecting eServer Client computers. IIS is not enabled by default on a fresh install of Windows. 3-2 Installing Internet Information Services (IIS) 3-2.
eServer Setup and Site Installation Instructions Once your server computer's initial settings are correct, you can use the Initial Configuration Tasks window to commence setup of IIS functionality. Select Add Roles from the Customise this Server options, as illustrated below in Figure 3-1.
eServer Setup and Site Installation Instructions If your server computer has had the initial settings configured, and a restart has occurred, you can select to add the IIS role to the server through the Server Homepage window, which will appear on the desktop by default. Select Roles in the left menu, and click Add Roles, as illustrated below in Figure 3-2.
eServer Setup and Site Installation Instructions From the list of Server Roles, select Web Server (IIS) and click Next to continue, as illustrated below in Figure 3-4. Figure 3-4: Select Web Server (IIS) from available Server Roles Read through the Web Server (IIS) information. Click Next to continue, as illustrated below in Figure 3-5.
eServer Setup and Site Installation Instructions Scroll down the list of available options for IIS and select Basic Authentication, as illustrated below in Figure 3-6. Click Next to continue. Figure 3-6: Setup IIS options for a Windows Server 2008 R2 computer Confirm your installation settings. Click Install to commence setup of IIS, as illustrated below in Figure 3-7. Figure 3-7: Confirm IIS installation options for a Windows Server 2008 R2 computer Edition 5.
eServer Setup and Site Installation Instructions Wait a few minutes whilst IIS is installed, as illustrated below in Figure 3-8. Figure 3-8: IIS installation in progress on a Windows Server 2008 R2 computer Review the results and any warnings post-install. Consult with the site IT Manager for any sitespecific or computer-specific warnings which may occur. Click Close to exit, as illustrated below in Figure 3-9.
eServer Setup and Site Installation Instructions Once your server computer has been setup with the new role as a Web Server (IIS) you are ready to configure IIS to work with the eServer software Firstly, confirm that the role Web Server (IIS) has been initialised on your server computer. From the Server Manager window, select Roles and validate that the role is present in the Roles Summary list, as illustrated below in Figure 3-10.
eServer Setup and Site Installation Instructions 3-2.3 Installing IIS on Windows 7 These instructions detail the process for installing IIS on a Windows 7 computer. NOTE It is recommended to have the server computer's initial configuration settings set by the site IT Manager. Verify if IIS has previously been installed on the Windows 7 computer by opening Control Panel from the Windows Start menu, as illustrated below in Figure 3-11.
eServer Setup and Site Installation Instructions Click Turn Windows features on or off from the left pane of the Programs and Features window, as illustrated below in Figure 3-13. Figure 3-13: Selecting "Turn Windows Features On or Off" on Windows 7 From the Windows Features menu, do the following: • Scroll down the list of Windows Features, and expand the Internet Information Services tree list. Underneath that, expand the Web Management Tools list.
eServer Setup and Site Installation Instructions 3-2.4 Installing IIS on Windows Vista These instructions detail the process for installing IIS on a Windows Vista computer. NOTE The Windows Vista installation disk may be required to complete the installation of IIS. Verify if IIS has previously been installed on the Windows Vista computer by opening Control Panel from the Windows Start menu, as illustrated below in Figure 3-15.
eServer Setup and Site Installation Instructions Click on Turn Windows features on or off, located on the left pane of the Programs and Features window and illustrated below in Figure 3-17. Figure 3-17: Opening Windows Features Menu on Windows Vista From the Windows Features menu, do the following: • Scroll down the list of Windows Features, and expand the Internet Information Services tree list. Underneath that, expand the Web Management Tools list.
eServer Setup and Site Installation Instructions 3-2.5 Installing IIS on Windows XP These instructions detail the process for installing IIS on a Windows XP computer. NOTE The Windows XP installation disk may be required to complete the installation of IIS. Verify if IIS has previously been installed on the Windows XP computer by opening Control Panel from the Windows Start menu and launching the Add and Remove Programs interface, as illustrated below in Figure 3-19.
eServer Setup and Site Installation Instructions From the Windows Components Wizard, check to see if Internet Information Services (IIS) is installed. If not, as illustrated below in Figure 3-21, you will require the Windows XP Installation Disk to complete the IIS installation. Below you can see that IIS is not currently installed (the adjacent box is not checked). Figure 3-21: Check if IIS is installed on Windows XP To install the additional IIS components, insert the Windows XP Installation Disk.
eServer Setup and Site Installation Instructions The Windows Components window will reappear. Tick the Internet Information Services check box and click on Next, as illustrated below in Figure 3-23. Figure 3-23: Adding IIS components on Windows XP Once IIS is installed, click on Finish to complete the installation process. Press Exit to exit the installation process.
eServer Setup and Site Installation Instructions 3-3 Launching Internet Information Services (IIS) 3-3.1 Overview There are different ways to launch the IIS Manager window on different Operating Systems. This section provides steps to open IIS on supported Operating Systems. 3-3.2 Launching IIS on Windows Server 2008 R2 Open the IIS Manager from the Windows Start Menu. Select Administrative Tools and click Internet Information Services (IIS) Manager, as illustrated below in Figure 3-24.
eServer Setup and Site Installation Instructions This will launch the home screen of the IIS Manager, as illustrated below in Figure 3-25. Figure 3-25: Home screen of the IIS Manager on Windows Server 2008 R2 3-3.3 Launching IIS on Windows 7 Open the Control Panel from the Windows Start Menu, as illustrated below in Figure 3-26.
eServer Setup and Site Installation Instructions Select Small Icons view from the top right panel, which will open the complete list of Control Panel options. Select Administrative Tools from the Control Panel list, as illustrated below in Figure 3-27. Figure 3-27: Open Administrative Tools on Windows 7 Select Internet Information Services (IIS) Manager from the Administrative Tools menu, as illustrated below in Figure 3-28. Figure 3-28: Launch IIS on Windows 7 Edition 5.
eServer Setup and Site Installation Instructions 3-3.4 Launching IIS on Windows Vista Open the Control Panel from the Windows Start Menu, as illustrated below in Figure 3-29. Figure 3-29: Opening Control Panel in Windows Vista Select Classic View from the left pane to display the complete list of Control Panel options. Doubleclick on Administrative Tools from the Control Panel list, as illustrated below in Figure 3-30.
eServer Setup and Site Installation Instructions Double-click on Internet Information Services (IIS) Manager from the Administrative Tools menu, as illustrated below in Figure 3-31. Figure 3-31: Launch IIS on Windows Server 3-3.5 Launching IIS on Windows XP Launch Internet Information Services from the Control Panel, as illustrated below in Figure 3-32. Figure 3-32: Launch Internet Information Services on Windows XP Edition 5.
eServer Setup and Site Installation Instructions 3-4 Configuring Internet Information Services (IIS) 3-4.1 Overview This section provides the steps to configure Internet Information Services to work as part of an Innotech system using eServer. There are common steps to setup IIS on Windows Server 2008 R2, Windows 7, Windows Vista and XP, which are outlined in 3-3.2 to 3-3.5. 3-4.
eServer Setup and Site Installation Instructions Set physical location path for Default Web Site to be c:\MyWebPages, as illustrated below in Figure 3-34. Click OK to save and exit. Figure 3-34: Configure Physical Path for c:\MyWebPages Set the Authentication properties for the Default Web Site. Select Default Web Site and click on the Authentication icon, as illustrated below in Figure 3-35. Figure 3-35: Set Authentication properties for Default Web Site Edition 5.
eServer Setup and Site Installation Instructions In the Authentication list, click on Anonymous Authentication and click on Edit... in the Actions Pane on the right, as illustrated below in Figure 3-36. Figure 3-36: Edit Anonymous Authentication properties Ensure that Specific User is selected, and click on the Set... button, as illustrated below in Figure 3-37. Figure 3-37: Set Anonymous user identity Enter IUSR as the Username.
eServer Setup and Site Installation Instructions Click OK to save and exit Anonymous Authentication setup, as illustrated below in Figure 3-39. Figure 3-39: Save and Exit Anonymous Authentication Setup Return to the main window as illustrated below and open Default Document as illustrated below in Figure 3-40. Figure 3-40: Open Default Document Menu for Default Website Edition 5.
eServer Setup and Site Installation Instructions Select index.htm in the Default Document list. If it does not exist, click the Add... button to add the document index.htm. Use the Move Up button to move index.htm to the top of the Default Document list, as illustrated below in Figure 3-41. IMPORTANT There may be both a Index.html and Index.htm files in this list. Ensure to use the file Index.htm. Figure 3-41: Select Default Document index.
eServer Setup and Site Installation Instructions Validate that index.htm is at the top of the Default Document list (not index.html), as illustrated below in Figure 3-43. Figure 3-43: Locate the Default Document index.htm Return to the main window as illustrated below and open MIME Types as illustrated below in Figure 3-44. Figure 3-44: Open MIME Types for Default Web Site Edition 5.
eServer Setup and Site Installation Instructions IIS setup for eServer will require the addition of a new MIME type. From the MIME Types window, click on Add... in the Actions pane on the right, as illustrated below in Figure 3-45. Figure 3-45: MIME Types Screen Add the first MIME type. Enter the following into the Add MIME Type window, as illustrated below in Figure 3-46: • File name extension = .
eServer Setup and Site Installation Instructions 3-4.3 Configure IIS on Windows XP From the Internet Information Services (IIS) window, select and expand the Connections list on the left to view the Web Sites folder, but do not expand this item. Right-click on Default Web Site select Properties from the popup window, as illustrated below in Figure 3-47. Figure 3-47: Open Default Web Site Properties on Windows XP Select the Web Site tab to configure basic properties.
eServer Setup and Site Installation Instructions Select the Directory Security tab. Configure Anonymous Access and Authentication Control by clicking on the Edit... button, as illustrated below in Figure 3-49. Figure 3-49: Configure Directory Security for Default Web Site on Windows XP NOTE If using eServer on a Domain (a network of computers with a hardware authentication server) use the following Authentication Methods Settings.
eServer Setup and Site Installation Instructions Ensure that the location information is correct, by clicking on the Browse button, as illustrated below in Figure 3-51. Figure 3-51: Open locations to Browse for Default Web Site computer Select the Computer Name from the list of Locations. For most scenarios it will be the first item in the list, as illustrated below in Figure 3-52. If not, check with the site IT Manager for correct configuration settings.
eServer Setup and Site Installation Instructions Ensure that Allow IIS to Control Password is enabled, as illustrated below in Figure 3-54. If a notification window appears, click Yes to confirm your selection. Figure 3-54: Enable Windows XP IIS Password Control on a Local Domain NOTE If using eServer on a standalone computer (WorkGroup) use the following Authentication Methods Settings. From the Authentication Methods window, ensure that both Anonymous access is enabled.
eServer Setup and Site Installation Instructions Click on Locations and Find Now to search for users, as illustrated below in Figure 3-56. Figure 3-56: Search for user on Windows XP standalone computer From the list of names, select IUSER_"Your Computer Name" and click OK to apply, as illustrated below in Figure 3-57. Figure 3-57: Select Authentication Name for Default Web Site on Windows XP Edition 5.
eServer Setup and Site Installation Instructions Ensure that Allow IIS to Control Password is enabled, as illustrated below in Figure 3-58. If a notification window appears, click Yes to confirm your selection. Figure 3-58: Enable IIS password control with Windows XP on a standalone computer Now that Authentication details are configured, select the Home Directory tab.
eServer Setup and Site Installation Instructions Select the Documents tab. Ensure that "Enable Default Document" is selected, and click Add... to add a new document, as illustrated below in Figure 3-60. NOTE You will be adding a document called "index.htm". If this document exists in the list, use the arrow buttons to move it to the top of the list. Figure 3-60: Set Documents for Default Web Site on Windows XP Add a new document called index.htm, as illustrated below in Figure Figure 3-61.
eServer Setup and Site Installation Instructions Ensure that the new document index.htm is at the top of the list. If required, use the arrow buttons to move index.htm to the top. Click Apply when complete, as illustrated below in Figure 3-62. IMPORTANT There may be both a Index.html and Index.htm files in this list. Ensure to use the file Index.htm. Figure 3-62: Apply Document Settings for Default Web Site on Windows XP Select the HTTP Headers tab.
eServer Setup and Site Installation Instructions Click on New Type... to add a new MIME File Type, as illustrated below in Figure 3-64. Figure 3-64: Add new MIME Type on Windows XP Enter the first new MIME File Type details. Ensure that the File Type fields have been set as: • Associated extension: .rpt • Content Type [MIME]: application/x-rpt See below example Figure 3-65. Figure 3-65: New MIME Type Window Edition 5.
eServer Setup and Site Installation Instructions Validate that the new MIME File Type have been added to the File Types list. Click OK to save and exit, as illustrated below in Figure 3-66. Figure 3-66: Validate two new MIME Types on Windows XP Ensure that the Default Web Site is Running, as illustrated below in Figure 3-67. If not, press the Play button to start it. Close the IIS window. Figure 3-67: Ensure that the Default Web Site is running on Windows XP Close and exit all IIS menu windows.
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eServer SETUP AND SITE INSTALLATION INSTRUCTIONS Chapter 4 Configuring eServer Communications
eServer Setup and Site Installation Instructions 4-1 Overview This section provides an overview of the steps required to configure security and access control on eServer software to allow remote computers to access Magellan projects via the eServer software. Additionally, steps are provided to enable eServer to communicate with an SQL Server database. 4-2 Configure eServer Project Settings 4-2.
eServer Setup and Site Installation Instructions 4-2.3 Set Project Properties for the Access Database Select Project from the menu bar, and open the Project Properties as illustrated below in Figure 4-2. Figure 4-2: Open Project Properties to enter the Access database settings In the Project Properties menu, select the Database Server type. The default is No Database. Use the dropdown list to select the Access database as illustrated below in Figure 4-3.
eServer Setup and Site Installation Instructions Enter the Access Database settings as described below, and illustrated below in Figure 4-4. Access Driver: Select the appropriate Access Driver to use for the Access Database. For an Innotech iComm Access Database, use version 2000-2003. Access Database File: Navigate to and select the Access Database to use with Magellan.
eServer Setup and Site Installation Instructions 4-2.4 Set Project Properties for the SQL Database Select Project from the menu bar, and open the Project Properties as illustrated below in Figure 4-5. Figure 4-5: Open Magellan Project Properties In the Project Properties menu, select the Database Server type. The default is No Database. Use the dropdown list to select a SQL or Access database, as illustrated below in Figure 4-6.
eServer Setup and Site Installation Instructions In the Connection Settings window, enter the required SQL Database connection settings within each available field. The example below is suited for when connecting to the Innotech Chronicle database. NOTE If using the default Chronicle Server or ATOM Package installation processes, the SQL Database will have been allocated the Database Name: GreenstarLogging by default.
eServer Setup and Site Installation Instructions Upon creating the new SQL Server connection, the Project Properties window will list the connection. Up to 100 SQL database connections can be configured. Choose the default SQL Server connection as illustrated below in Figure 4-8. Before applying, choose the enable automatic connection (recommended): Automatically connect on startup: Select this option to automatically connect to the SQL Server database at startup of eServer (recommended).
eServer Setup and Site Installation Instructions 4-2.5 Set iComm Connection Properties In the Magellan Project, navigate to the Points Manager and check all connection settings. Open the Properties of the site iComm Server, as illustrated below in Figure 4-9. NOTE You may need to create a new iComm Server if none are visible in the project. From the drop down menu illustrated below in Figure 4-9, select New IO Server. Figure 4-9: Point Properties Edition 5.
eServer Setup and Site Installation Instructions From the IO Server Properties General Tab, enter site specific IO Server Properties and connection information, as illustrated below in Figure 4-10.
eServer Setup and Site Installation Instructions 4-2.6 Set iComm Connection Properties Once your iComm Server Settings are correct, select each Device and check the internal Device Settings correspond correctly with the iComm Server, as illustrated below in Figure 4-11, Figure 4-12 and Figure 4-13. NOTE You can import devices and points to an iComm Server in the Points Manager. Right click on the iComm Server and select Import Points to locate and import from a valid Genesis or MAXIM configuration file.
eServer Setup and Site Installation Instructions 4-2.7 Save Project Settings Once all project settings have been updated, ensure to use Save As to save a new revision of the Magellan project file, as illustrated below in Figure 4-14. Figure 4-14: Save updated Magellan project settings Relaunch eServer. Check that it is using the updated Magellan project. Ensure to create a new Magellan Package file for use with eServer, as illustrated below in Figure 4-15.
eServer Setup and Site Installation Instructions 4-3 Setup SQL Server Communications 4-3.1 Overview The following information is intended to provide qualified technical personnel with the required settings for a manual setup of a Microsoft SQL Server 2008 R2 Express Edition database. NOTE SQL Server 2008 R2 Express Edition is required for site which are using historic Trends or ATOM Reporting functionality.
eServer Setup and Site Installation Instructions 4-3.2 Default SQL Server 2008 R2 Express Edition Settings IMPORTANT Recommended for advanced users only! Table 4-1: Default SQL Server 2008 R2 Express Edition connection settings Parameter Recommended Setting Default Instance MSSQLSERVER Instance ID MSSQLSERVER Authentication Mode Mixed Mode SQL Server Authentication Enabled Notes Required for remote access to SQL Server.
eServer Setup and Site Installation Instructions 4-4 Setup eServer Security and Access Control 4-4.1 Overview Information contained in this section includes configuration settings for security and access control allowing eServer to facilitate secure connection with connecting eServer Client computers. 4-4.2 Configure eServer Security Start the eServer program (it will minimize on the bottom right of your toolbar). Double-click on the eServer icon on the toolbar to interrogate it.
eServer Setup and Site Installation Instructions From the Preferences Menu, tick the Enable security for connection to eServer box and enter the required Username and Password, as illustrated below in Figure 4-18 (if you don’t want extra eServer Connection security, leave it blank). Figure 4-18: Configure eServer Connection Security 4-4.3 Enabling eServer Access Control If you want Access Control on your project, go to Access Control.
eServer Setup and Site Installation Instructions 4-4.4 Test eServer Connectivity Open Internet Explorer and in the Address Bar, enter your computer name or IP Address and the HTML page name: Example 1: http://[Computer Name]/index.htm Example 2: http://[IP Address]/index.htm If Security is set up on the project, you will be required to enter the authentication details, as illustrated below in Figure 4-20.
eServer Setup and Site Installation Instructions 4-5 Setup of eServer Client Computer 4-5.1 Overview eServer 1.20 or greater enables automatic configuration of eServer Client computers. Upon connection of an eServer Client Computer, eServer will automatically download and install the necessary ancillary files to complete the setup.
eServer Setup and Site Installation Instructions From the Magellan ActiveX Control Setup page, click Install to install the updated Magellan ActiveX control on the computer, as illustrated below in Figure 4-22. Figure 4-22: Install Magellan ActiveX Control Observe the Information Bar. Right-click on the notification and select Install This Add-on for All Users on This Computer... from the popup menu, as illustrated below at Figure 4-23.
eServer Setup and Site Installation Instructions From the Internet Explorer Security Warning, click Install to install the eServer Native Client, as illustrated below in Figure 4-24. Figure 4-24: Internet Explorer Security Warning when Installing eServer Native Client Continue to connect to the eServer computer. Observe the Information Bar. Right-click on the notification and select Run Add-on from the popup menu, as illustrated below at Figure 4-25.
eServer Setup and Site Installation Instructions From the Internet Explorer Security Warning, click Run to launch the Magellan ActiveX Control, as illustrated below in Figure 4-26. Figure 4-26: Launch the Magellan ActiveX Control Observe the popup warning window. Click Yes to confirm connection to the eServer computer, as illustrated below at Figure 4-27. Figure 4-27: Confirm eServer connection At this point the eServer project should be launched on the computer. 4-5.2.
eServer Setup and Site Installation Instructions 4-5.3 Setup Crystal Reports Software on eServer Client Computer 4-5.3.1 Overview eServer 1.20 or greater supports the generation of Crystal Reports. This requires the installation of the Crystal Reports Web Components software on the eServer Client computer. NOTE The Crystal Reports Web Components software is only required for eServer Client computers which are connecting to an eServer 1.20 or greater and are requesting the generation of Crystal Reports.
eServer Setup and Site Installation Instructions Choose the patch on the computer to install the Crystal Reports Web Components. It is recommended to install to the default location. Click Next to confirm installation path, as illustrated below in Figure 4-30. Figure 4-30: Confirm Installation Location for Crystal Reports Web Components Click Install to install Crystal Reports Web Components, as illustrated below in Figure 4-31.
eServer Setup and Site Installation Instructions Wait a few minutes while the software is installed, as illustrated below at Figure 4-32 and Figure 4-33.
eServer Setup and Site Installation Instructions 4-5.3.3 Automated Installation of Crystal Reports Web Components An eServer Client computer that does not have the Crystal Reports Web Component installed is still able to connect and interact with an eServer Host computer. However, if a request if made by the client to generate a Crystal Report, the eServer Client computer will be required to download and install the required components from the Innotech website.
eServer Setup and Site Installation Instructions Wait a few minutes for the file to download, as illustrated below at Figure 4-37. Once complete, follow the steps outlined previously in 4-5.3.2 Manual Installation of Crystal Reports Web Components to implement the software setup. Figure 4-37: Downloading the Crystal Reports Web Component Once the Crystal Reports Web Components has been installed, relaunch Internet Explorer and connect to the eServer Host computer to continue.
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eServer SETUP AND SITE INSTALLATION INSTRUCTIONS Chapter 5 - General Troubleshooting Tips
eServer Setup and Site Installation Instructions 5-1 Introduction This section provides general troubleshooting tips for some of the common problems that may be encountered during the eServer setup and configuration process. Please contact your IT department, or nearest Innotech office for further information. IMPORTANT Always consult with the Site IT Administrator for any special requirements needed for a particular IT network configuration. 5-1.
eServer Setup and Site Installation Instructions In the Security Settings window, scroll down to Download unsigned ActiveX controls and click on the radio button next to Prompt to select it, as illustrated in Figure 5-2. Figure 5-2: Configure IE to Download Unsigned ActiveX Controls Click on OK to save your settings. Click OK again on the Internet Options window to exit and apply your settings.
eServer Setup and Site Installation Instructions 5-1.2 Bypass Proxy Server Settings If a site has a proxy server, and the local network is not set to bypass it, client computers attempting to access the eServer project on the host computer may not be able to download the latest ActiveX control. They will instead be redirected to the proxy server to download whatever version that is cached on the proxy server.
eServer Setup and Site Installation Instructions In the Local Area Network (LAN) Settings window, verify that the Bypass proxy server for local addresses box is checked and click on Advanced, as illustrated in Figure 5-4. Figure 5-4: Bypass Proxy Server Settings in Internet Explorer In the Proxy Settings window under Exceptions, add the desired IP range for which you want to bypass the proxy server, as illustrated in Figure 5-5. For example you can enter http://192.168.1.
eServer Setup and Site Installation Instructions Once you have entered the IP range into the Exceptions box, click OK to save your settings, and click OK on all subsequent windows to close them and apply your changes. 5-2 Internet Explorer Compatibility with eServer 5-2.1 Internet Explorer 10 • To install any new ActiveX client control, compatibility mode must be turned off. It is off by default. • Compatibility mode must be turned on to view graphics.
eServer SETUP AND SITE INSTALLATION INSTRUCTIONS Appendix A - Upgrade Guide for eServer 1.
eServer Setup and Site Installation Instructions A-1 Overview This appendix provides an overview of the steps required to upgrade an existing eServer computer to the new software release eServer v1.20 or greater. IMPORTANT There are many changes to setup eServer v1.20 or greater which users of previous versions may not be aware of. It is recommended to read through the Upgrade Guide for eServer 1.20 or Greater to be prepared for the revised installation and setup processes for the site computer.
eServer Setup and Site Installation Instructions A-2.2 Updating eServer / Magellan Project Settings A new feature in eServer v1.20 or greater is the ability to support both an Internal AND External DNS names or Static IP addresses. This simplifies the connection process where a site may require both internal and external connection to the eServer BMS System. Open your eServer Project using Magellan Builder v1.20 or greater. From the Point Manager window, select your iComm Server and open Properties...
eServer Setup and Site Installation Instructions Set site specific IO Server Properties in the Advanced, Security and Defaults Tab. Once complete, navigate to the General tab. Enter the connection information for the iComm Server, as illustrated below in Figure A-2. For example, enter the following: • IO Server Name: enter a name for your IO Server.
eServer Setup and Site Installation Instructions A-3 Updating Internet Information Services (IIS) Settings A-3.1 Overview This section covers the steps needed to modify your Internet Information Services (IIS) Settings to facilitate the correct operation of eServer v1.20 or greater. If you have already setup your IIS settings as per Chapter 3 - Configuring Internet Information Services (IIS) then you may skip this section.
eServer Setup and Site Installation Instructions Select index.htm in the Default Document list. If it does not exist, click the Add... button to add the document index.htm. Use the Move Up button to move index.htm to the top of the Default Document list, as illustrated below in Figure A-4. IMPORTANT There may be both a Index.html and Index.htm files in this list. Ensure to use the file Index.htm. Figure A-4: Locate the Default Document index.
eServer Setup and Site Installation Instructions Validate that index.htm is at the top of the Default Document list (not index.html), as illustrated below in Figure A-6. Figure A-6: Confirm the Default Document index.htm is First Return to the main window as illustrated below and open MIME Types as illustrated below in Figure A-7.
eServer Setup and Site Installation Instructions IIS setup for eServer will require the addition of a new MIME type. From the MIME Types window, click on Add... in the Actions pane on the right, as illustrated below in Figure A-8. Figure A-8: Add a new MIME Type for the Default Web Site Add the new MIME type. Enter the following into the Add MIME Type window, as illustrated below in Figure A-9: • File name extension = .rpt • MIME Type = application/x-rpt Click OK to save the first new MIME type.
eServer Setup and Site Installation Instructions A-3.3 Updating IIS Settings on Windows XP From the Internet Information Services (IIS) window, select expand the Connections list on the left to view the Web Sites folder, but do not expand this item. Right-click on Default Web Site select Properties from the popup window, as illustrated below in Figure A-10. Figure A-10: Open Default Web Site Properties on Windows XP Select the Documents tab.
eServer Setup and Site Installation Instructions Add a new document called index.htm, as illustrated below in Figure A-12. Figure A-12: Add Document index.htm for Default Web Site on Windows XP Ensure that the new document index.htm is at the top of the list. If required, use the arrow buttons to move index.htm to the top. Click Apply when complete, as illustrated below in Figure A-13. IMPORTANT There may be both a Index.html and Index.htm files in this list. Ensure to use the file Index.htm.
eServer Setup and Site Installation Instructions Click on New Type... to add a new MIME File Type, as illustrated below in Figure A-15. Figure A-15: Mime File Types Window Enter the new MIME File Type details. Ensure that the File Type fields have been set as: • Associated extension: .rpt • Content Type [MIME]: application/x-rpt See below example Figure A-16. Figure A-16: Add the new MIME Type on Windows XP Validate that the new MIME File Type has been added to the File Types list.
eServer Setup and Site Installation Instructions Ensure that the Default Web Site is Running, as illustrated below in Figure A-18. If not, press the Play button to start it. Close the IIS window. Figure A-18: Ensure that the Default Web Site is running on Windows XP Close and exit all IIS menu windows. IIS update for an eServer upgrade is complete for the Windows XP Operating Systems. Edition 5.
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Innotech Support Innotech provides technical information on the Web to assist you with using its products. At www.innotech.com.au, you can find technical manuals, user instructions, and data sheets for all our products. For direct product support or product information, contact your local distributor, or an Innotech representative. You can contact us via email, fax, or postal mail: Website: Email: Fax: Mail: Edition 5.0 dated 07.01.2014 www.innotech.com.au sales@innotech.com.
