Installation

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Caisis is an ASP.NET web application. It is hosted on an application server with the web browser providing the the front-end user interaction and a database supporting the backed storage. This page will guide you through the installation and setup of Caisis on the web server, as well as settings on the database.
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Translations: [[Installation_41_it|italiano]] - [[Installation_fr|français]]
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Translations: [[Installation_it|italiano]]
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Caisis is an ASP.NET web application with a SQL Server backend. Browser support includes Internet Explorer 6,7,8, FireFox 2+, and Safari 3.0+ for the Mac. We are working on Chrome compatibility.
-
== Requirements ==
+
Caisis was built to scale to from single users to thousands, and the number of users and performance expectations should be considered when selecting hardware. At minimum, the Caisis database and web server can be run on the same server with 5 GB of free hard drive space and 2 GB  of RAM. Using SQL Server 2005 Express in place of the Enterprise version allows groups to get up and running at no cost (assuming you have a Windows Server with IIS installed). Note, SQL Server express although free, has limitations on the number of simultaneous connections and no integrated backup tools.
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'''Operating System'''
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-
<ul><li>Microsoft Windows 2000</li><li>Microsoft Windows 2003</li><li>Microsoft Windows XP Professional</li></ul>
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This page will guide you through the installation of the database and web application.
-
'''Database Server'''
 
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<ul><li>Microsoft SQL Server 2000</li><li>Microsoft SQL Server 2005</li><li>Microsoft SQL Server Express Edition</li></ul>
 
-
'''Web Server'''
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== Installation Prerequisites ==
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<ul><li>Microsoft Internet Information Services (IIS) 5 or Greater</li></ul>
+
-
== Pre-Installation ==
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===.NET Framework ===
-
Before you begin the installation, it is best to verify that you have met the requirements above and that the SQL Server and IIS server are running. This will help to ensure a problem free installation when running the installer and SQL setup script.
+
* [http://www.microsoft.com/downloads/details.aspx?FamilyID=AB99342F-5D1A-413D-8319-81DA479AB0D7&displaylang=en .NET 3.5 Framework Service Pack 1]
 +
 
 +
===Database Server===
 +
* Microsoft SQL Server 2008, 2005 or Express (with limitations: see Microsoft Web Site)
 +
 
 +
===Web Server===
 +
* Microsoft Windows 2008, 2003 or XP
 +
* Microsoft Internet Information Services (IIS) 6 or Greater
 +
 
 +
'''NOTES'''
 +
* The database and web server can be on the same or different physical machines
 +
* .NET 3.5 (required by Caisis) is not supported under Windows 2000.
 +
* II5 is also not suppored by the .NET 3.5 Framework
 +
 
 +
== Downloads ==
 +
Caisis 6.0 can be downloaded as a zip package, which contains the files needed to setup the database and web application.
-
== Packaged Files ==
 
-
Caisis 4.0 can be downloaded as a zip package, which contain the necessary files needed to setup and run the application.
 
There are 3 packages available for download:
There are 3 packages available for download:
-
==== Caisis 4.0 - New Installation ====
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==== Caisis 6.0 - New Installation ====
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<ul>
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*'''Installer:''' Contains the Windows Installer file for a standard installation.
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<li>'''WebApp:''' Contains the web application files needed to manually install the application.</li>
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*'''Database:''' Contains the Database sql script files needed to create and install the Caisis 6.0 database.
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<li>'''Installer:''' Contains the Windows Installer file for a standard installation.</li>
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<li>'''Database:''' Contains the Database sql script files and databases needed to install the Caisis 4.0 database.</li>
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-
<li>'''Utilities:''' Contains Caisis Configuration Utility used to manage Caisis from Windows. (automatically installed as part of Windows Installer) </li>
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</ul>
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==== Caisis 4.0 - Upgrade from Caisis 3.5 ====
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-
<ul>
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<li>'''WebApp:''' Contains the web application files needed to manually install the application.</li>
+
-
<li>'''Installer:''' Contains the Windows Installer file for a standard installation.</li>
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-
<li>'''Database:''' Contains the Database sql script files and databases needed to upgrade your Caisis 3.5 Database to the Caisis 4.0 Database.</li>
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<li>'''Utilities:''' Contains Caisis Configuration Utility used to manage Caisis from Windows. (automatically installed as part of Windows Installer) </li>
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-
</ul>
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==== Caisis 4.0 Source Files ====
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-
Contains the Visual Studio Solution file and sources used to build and modify Caisis 4.0.
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-
== Database Setup ==
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==== Caisis 6.0 - Upgrade from Caisis 5.0.2 ====
 +
*'''WebApp:''' Contains the web application files if you prefer to manually copy (recommended) the Caisis files to a registered IIS web root instead of running the Installer file. See the '''Manual Deployment for Upgrades''' section of this page for step by step instruction.
 +
*'''Installer:'''  Contains the Windows Installer file for a standard installation. Before running the install, you may have to uninstall prior versions of Caisis using Control Panel:Add/Remove programs
 +
*'''Database:''' Contains the Database sql script files needed to upgrade your Caisis 5.0.2 Database to the Caisis 6.0 Database.
 +
 
 +
* NOTE: The above also applies when upgrading from version 4.5 to 5.0.2 To upgrade the database to 6.0 from an older version of the Caisis database, you '''must''' run the appropriate scripts between versions, as this ensures the data is moved correctly, and metadata is preserved.
 +
 
 +
Example: To upgrade from Version 4.1 to 5.0.2
 +
    4.1 -> 4.5 -> 5.0.2
 +
Example: To upgrade from Version 4.0 to 6.0
 +
    4.0 -> 4.1 -> 4.5 -> 5.0.2 -> 6.0
 +
 
 +
==== Caisis 6.0 Source Files ====
 +
Contains the Visual Studio Solution file and source code used to build and modify Caisis.
 +
 
 +
== Setup ==
 +
 
 +
=== Database Setup ===
You will need to log into your SQL Server in order to run the install or upgrade scripts.
You will need to log into your SQL Server in order to run the install or upgrade scripts.
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=== Setup Scripts ===
 
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==== New Caisis 4.0 Database ====
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==== New 6.0 Database ====
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For easiest installation it is recommended to run your SQL server in mixed mode security.
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-
You will need to open the SetupDB.sql file located in the '''Database''' folder of the package and fill in the required fields in the user input section. Below is a list of fields.
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'''Required Values'''
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<ul>
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<li>@BackupFile: This is the database file included in the download at Caisis.org.</li>
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<li>@WebPassword: this is the password that the website will use to connect to the database</li>
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</ul>
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'''The following default values work for most cases and don't need to be edited.'''
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You will find 6 files in the DatabaseFiles folder. These files will be used to create the database structure as well as the necessary meatadata to get starter running Caisis.
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<ul>
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This version of Caisis uses SQL files to create the database structure, import metadata (lookup codes, table and field level metadata).
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<li>@DataFilePath: This is the path where the database file (MDF) will be installed. </li>
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<li>@LogFilePath: This is the path where the transaction log file (LDF) will be installed.</li>
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<li>@SecurityMode: SQL or Windows mode security setting. To use SQL security make sure your server is running in mixed mode.</li>
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<li>@WebUserName: The web application account. This allows the webserver application to communicate with the database.</li>
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<li>@DatabaseName: The name of the database.</li>
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<li>@DatabaseOwner: The owner of the database, usually sa.</li>
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</ul>
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==== Upgrade Caisis 3.5 Database to 4.0 ====
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# _README.txt
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Before attempting to upgrade the database from 3.5 to 4.0 it is recommended to make a backup of your current database. It is advisable to run the database upgrade process on a copy to see if any problems may occur.
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# 1_BuildDatabaseObjects.sql
 +
# 2_SecurityData.sql
 +
# 3_Metadata.sql
 +
# 4_CTCAE_TableData.sql
 +
# 5_GrantPermissions.sql
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The upgrade process consists of three sequential steps:
+
To setup the database, you will first have to login to the database server as an Administrator and create the base database and login for the application. The follow steps will guide you through creating and setting up the Caisis database using the [http://www.microsoft.com/downloads/details.aspx?FamilyID=08E52AC2-1D62-45F6-9A4A-4B76A8564A2B&displaylang=en Microsoft® SQL Server® 2008 Management Studio Express] tool.
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<ul>
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<li>Upgrade the database using the file 3.5_to_4.0_upgrade_script.sql</li>
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<li>Grant permissions to new objects introduced in 4.0 using the file GrantPermissions.sql</li>
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<li>Import new system data into the database using the file ImportMetadata.sql</li>
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-
</ul>
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-
You must be connected to the correct database to run these files. If all steps run without error then the upgrade is successful.
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-
NOTE 1:
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'''IMPORTANT:''' Make sure when running the creation/upgrade script, to select the Caisis database from the available database drop down menu.
-
If errors occur during the first step then restore your database and instead of using
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[[Image:db_setup3.jpg|thumb|none|650px|baseline|alt=|Open the DatabaseFiles folder from the Caisis download folder, which includes the README and sql files.]]
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3.5_to_4.0_upgrade_script.sql run the files in the folder IndividualScriptFiles until the
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[[Image:db_setup1.jpg|thumb|none|650px|baseline|alt=|Log into database server as Server Administrator, i.e., "sa"]]
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exact file is found that is causing a problem. Resolve data errors before proceeding.
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[[Image:db_setup4.jpg|thumb|none|650px|baseline|alt=|Create a new database]]
 +
[[Image:db_setup5.jpg|thumb|none|650px|baseline|alt=|Give the new database a name]]
 +
[[Image:db_setup7.jpg|thumb|none|650px|baseline|alt=|Ensure the correct '''Collation''' and '''Compatibility Levels''' are set.]]
 +
[[Image:db_setup8.jpg|thumb|none|650px|baseline|alt=|The new database will now show up in the list of available databases.]]
 +
[[Image:db_setup2.jpg|thumb|none|650px|baseline|alt=|Create a new Server Login]]
 +
[[Image:db_setup10.jpg|thumb|none|650px|baseline|alt=|This login will be the account used by the web application to connect to the database.]]
 +
'''Recommended Password Policy'''
-
NOTE 2:
+
Information regarding what comprises a strong password when the box is checked can be found [http://msdn.microsoft.com/en-us/library/ms161959.aspx here].
-
The ImportMetadata.sql file will remove your old lookup codes and help descriptions and replace it with the new data. So if you have made many changes to your own data be sure to backup at least those tables.
+
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== Web Server Setup ==
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# Enforce password policy - '''checked'''
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=== Windows Installer File ===
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# Enforce password expiration - '''unchecked'''
-
Caisis comes packed with a Windows Installer file which will install the application through a series of steps. Each step will ask you for information about your Institution specific settings, such as Institution name, Database settings and Error Logging. The installer will automatically find your IIS server and create the Virtual Directory for hosting Caisis. In addition to the Wizard, there is an additional utility called Caisis Configuration Utility, which will allow you to later modify your application settings as well as test the connection to your Database and Web servers.
+
# User must change password at next login - '''unchecked'''
-
'''NOTE:''' You will need to log in to the machine as an administrator to install Caisis using the provided Windows Installer.
+
-
=== Manual Installation ===
+
 
-
If you need to manually configure the application, you can create a virtual directory in IIS and places the files contained in the WebAppFolder in there. You will also need to insure that you application is running under ASP.NET 2.0.
+
[[Image:db_setup11.jpg|thumb|none|650px|baseline|alt=|Ensure the login has '''datareader''' and '''datawriter''' role for the Caisis database.]]
 +
[[Image:db_setup12.jpg|thumb|none|650px|baseline|alt=|The new login will now show up in the Security node of the database server.]]
 +
[[Image:db_setup13.jpg|thumb|none|650px|baseline|alt=|The next step is to open the list of SQL files required to create the database tables. NOTE: Select the Caisis database from active database drop down before running scripts.]]
 +
[[Image:db_setup14.jpg|thumb|none|650px|baseline|alt=|Run the list of files sequentially until all are completed.]]
 +
[[Image:db_setup15.jpg|thumb|none|650px|baseline|alt=|The first script will create the database structure.]]
 +
'''NOTE:''' Ensure the correct database which your created is selected when running the database creation scripts.
 +
 
 +
 
 +
[[Image:db_setup16.jpg|thumb|none|650px|baseline|alt=|The last script will ensure the new login you created can access the Caisis database. NOTE: adjust the username variable to the new login created.]]
 +
[[Image:db_setup17.jpg|thumb|none|650px|baseline|alt=|After the scripts have run, you will now have all the Caisis system tables, metadata and lookup codes.]]
 +
 
 +
==== Upgrade from 5.0.2 to 6.0 ====
 +
The upgrade process from 5.0.2 to 6.0 is similar to the new install. The files included will update your 5.0.2 database to a 6.0 database preserving your metadata and lookupcodes (vocabulary). We will expand on these instructions soon - in the meantime please follow the upgrade instructions included in the readme.txt file. Be sure to BACKUP your existing Caisis before proceeding!
 +
 
 +
# _README.txt
 +
# 1 5.0.2_to_6.0_upgrade_script.sql
 +
# 2 GrantPermissions.sql
 +
# 3 ImportMetadata.sql
 +
# ChangeLog.xls
 +
# IndividualScriptFiles(folder of individual upgrade scripts)
 +
 
 +
'''NOTE:''' The database must be 5.0.2 before proceeding with the update scripts. Older databases will have to be upgraded incrementally to 5.0 before proceeding.
 +
 
 +
'''IMPORTANT:''' Make sure when running the creation/upgrade script, to select the Caisis database from the available database drop down menu.
 +
 
 +
==== Database Connection String ====
 +
There are two primary ways for the application to connect to the datbase. You can use standard security or a trusted connection. The parameters used in the web.config "dbConnectionString" key will vary accordingly.
 +
# Standard Security:
 +
<add key="dbConnectionString" value="SERVER=<<yourcaisisservername>>,<<port#>>;DATABASE=Caisis;PWD=<<yourpassword>>;UID=<<yourdb username>>;persist security info=True;packet size=4096;" />
 +
 
 +
# Trusted Connection:
 +
<add key="dbConnectionString" value="SERVER=<<ourcaisisservername>>,<<port#>>; Initial Catalog= Caisis; Integrated Security=SSPI;
 +
persist security info=True;packet size=4096;"/>
 +
 
 +
If using the trusted connection, you will also have to create a windows domain account and in some cases assign that domain account to the Application Pool in IIS.
 +
 
 +
More detail on connection string syntax can be found here: http://www.sqlstrings.com/SQL-Server-connection-strings.htm
 +
 
 +
=== Web Application Setup ===
 +
==== Using Windows Installer ====
 +
Before beginning the installation, please make sure IIS is running and that you have permissions to the modify settings. Caisis comes packed in a Windows Installer file which will install the application through a series of steps. The installer will setup your virtual directory in IIS for hosting Caisis and then launch the '''[[Caisis Configuration Utility]]''', a desktop application which will allow you to to modify various settings in your application, such as Institution settings, Email settings, Database settings and Error Handling. It will also allow you to test the connection from the web app to the Database.
 +
 
 +
Once the settings are saved, the installer will end and launch the application in a new browser.
 +
 
 +
 
 +
'''IMPORTANT''' (Vista and Windows 7 Users): If the installer fails, please verify the "IIS Metabase and IIS6 Configuration Compatibility" feature is enabled as seen below.
 +
*Start > type "Turn Windows features on or off"
 +
* Then turn on feature, "Internet Information Services" > "Web Management Tools" > "IIS 6 Management Compatibility" > "IIS Metabase and IIS6 Configuration Compatibility"
 +
 
 +
[[File:IIS6_Compatibility_WindowsInstaller.PNG]]
 +
 
 +
 
 +
[[Image:Installer_1.jpg|thumb|none|650px|baseline|alt=|]]
 +
[[Image:Installer_2.jpg|thumb|none|650px|baseline|alt=|]]
 +
[[Image:Installer_3.jpg|thumb|none|650px|baseline|alt=|]]
 +
[[Image:Installer_4.jpg|thumb|none|650px|baseline|alt=|]]
 +
[[Image:Installer_5.jpg|thumb|none|650px|baseline|alt=|]]
 +
[[Image:Installer_6.jpg|thumb|none|650px|baseline|alt=|]]
 +
[[Image:Installer_7.jpg|thumb|none|650px|baseline|alt=|]]
 +
[[Image:Installer_8.jpg|thumb|none|650px|baseline|alt=|]]
 +
 
 +
Note, it is NOT necessary to add all the variables in the Caisis Configuration Utility during setup. The can be modified anytime by:
 +
 
 +
* The '''[[Caisis Configuration Utility]]''' will be located in the user's program files directory and can be launched anytime to mange the settings in your web.config file.
 +
* The same installation parameters can also be modified anytime by opening the web.config file found in the web root directly
 +
 
 +
'''NOTE:''' You will need to log in to the server as an administrator to install Caisis using the provided Windows Installer.
 +
 
 +
==== Manual Deployment For New Installations ====
 +
If you need to manually configure the application, you can create a virtual directory in IIS and place the files contained in the Upgrade/WebApp Folder in there. You will also need to verify that your application is running under ASP.NET 2.0. You can check this, and other web site properties, by opening IIS, find the Caisis web site, right clicking on it and choose properties. When the dialogue box opens select the "ASP.NET" tab and check that 2.0 appears in the drop down box.
 +
 
 +
==== Manual Deployment For Upgrades (or experienced server admins) ====
 +
 
 +
 
 +
1) Backup your existing web files
 +
 
 +
2)      Delete all files other than your "web.config" file.
 +
 
 +
3) Copy all the “FilesForCopyToWebRoot” that you downloaded to your web root, but do not overwrite your web.config file.
 +
 +
4) View the "keys" in your web.config file (<appSettings key=””>). If new "keys" exist in the web.config you downloaded, insert them into your web.config file.  The most important keys are:
 +
  a. dbConnectionString
 +
  b. institutionName
 +
  c. institutionShortName
 +
  d. mailServer
 +
  e. adminEmail
 +
  f. UseSmtpAuthentication
 +
  g. smtpUsername
 +
  h. smtpPassword
 +
  i. emailErrors
 +
  j. errorEmail
 +
 
 +
5) If you made custom configurations: The App_Data folder contains configuration files. If you made any local configurations, copy the .xml files you modified over the ones provided in the upgrade. Note, the new EformRegistry.xml, PaperFormRegisry.xml, and CannedReports.xml files may register new forms/reports added in the recent release. If the entire file is overwritten these new items will not be accessible.
 +
 +
6) If you made custom programmatic changes: Copy any additional programmatic changes you have made into the new release. Typically this is local customizations to eForms, or entirely new eForms. Be sure to copy both the “ascx” and “ascx.cs” files in the directory.
 +
 
 +
Please note, if you made extensive programmatic changes to your copy of system and they were not provided back to Caisis team for integration into the next release, you will likely need to reintegrate your changes into the source code of the latest version, compile and publish your application.
== Confirm Application Running ==
== Confirm Application Running ==
After running the Setup file, a web page will launch to your application. The typical URL of your application will be http://'''machine_name'''/'''virtual_directory'''/Login.aspx
After running the Setup file, a web page will launch to your application. The typical URL of your application will be http://'''machine_name'''/'''virtual_directory'''/Login.aspx
If you application was installed on machine ONYX in the virtual directory Caisis, your application would be located at http://onyx/Caisis/Login.aspx. If you receive any errors, you can consult the [[Troubleshooting]] page for help diagnosing the issues.
If you application was installed on machine ONYX in the virtual directory Caisis, your application would be located at http://onyx/Caisis/Login.aspx. If you receive any errors, you can consult the [[Troubleshooting]] page for help diagnosing the issues.
 +
 +
[[Image:post_install_web.jpg|thumb|none|650px|baseline|alt=|After the installation, the application can be browsed at http://localhost/caisis_virtual_directory/Login.aspx]]
 +
 +
== Grant Write Access ==
 +
In order to upload files and display dynamic charts, you must give read/write access to the IIS user for the specified charting and file upload folders.
 +
 +
The file upload folder may also contain files/documents edited by the application, or outside sources, that would require the folder to have read/write access.
 +
 +
The default name (specified in the web.config file) for the file upload folder is '''FileUploads'''.
 +
The default location within the web application files is '''App_Data/FileUploads'''.
 +
To give the FileUploads folder modify/write permissions:
 +
 +
  1. Go to the '''App_Data/FileUploads''' directory in the web application files
 +
  2. Right click on the '''FileUploads''' folder
 +
  3. Select '''Properties'''
 +
  4. Select the '''Security''' tab
 +
  5. Ensure the appropriate IIS user or Users group has both '''Modify''' and '''Write''' permissions selected for the folder

Current revision as of 17:01, 23 May 2012

Translations: italiano - français

Caisis is an ASP.NET web application with a SQL Server backend. Browser support includes Internet Explorer 6,7,8, FireFox 2+, and Safari 3.0+ for the Mac. We are working on Chrome compatibility.

Caisis was built to scale to from single users to thousands, and the number of users and performance expectations should be considered when selecting hardware. At minimum, the Caisis database and web server can be run on the same server with 5 GB of free hard drive space and 2 GB of RAM. Using SQL Server 2005 Express in place of the Enterprise version allows groups to get up and running at no cost (assuming you have a Windows Server with IIS installed). Note, SQL Server express although free, has limitations on the number of simultaneous connections and no integrated backup tools.

This page will guide you through the installation of the database and web application.


Contents

Installation Prerequisites

.NET Framework

Database Server

  • Microsoft SQL Server 2008, 2005 or Express (with limitations: see Microsoft Web Site)

Web Server

  • Microsoft Windows 2008, 2003 or XP
  • Microsoft Internet Information Services (IIS) 6 or Greater

NOTES

  • The database and web server can be on the same or different physical machines
  • .NET 3.5 (required by Caisis) is not supported under Windows 2000.
  • II5 is also not suppored by the .NET 3.5 Framework

Downloads

Caisis 6.0 can be downloaded as a zip package, which contains the files needed to setup the database and web application.

There are 3 packages available for download:

Caisis 6.0 - New Installation

  • Installer: Contains the Windows Installer file for a standard installation.
  • Database: Contains the Database sql script files needed to create and install the Caisis 6.0 database.

Caisis 6.0 - Upgrade from Caisis 5.0.2

  • WebApp: Contains the web application files if you prefer to manually copy (recommended) the Caisis files to a registered IIS web root instead of running the Installer file. See the Manual Deployment for Upgrades section of this page for step by step instruction.
  • Installer: Contains the Windows Installer file for a standard installation. Before running the install, you may have to uninstall prior versions of Caisis using Control Panel:Add/Remove programs
  • Database: Contains the Database sql script files needed to upgrade your Caisis 5.0.2 Database to the Caisis 6.0 Database.
  • NOTE: The above also applies when upgrading from version 4.5 to 5.0.2 To upgrade the database to 6.0 from an older version of the Caisis database, you must run the appropriate scripts between versions, as this ensures the data is moved correctly, and metadata is preserved.

Example: To upgrade from Version 4.1 to 5.0.2 

   4.1 -> 4.5 -> 5.0.2

Example: To upgrade from Version 4.0 to 6.0 

   4.0 -> 4.1 -> 4.5 -> 5.0.2 -> 6.0

Caisis 6.0 Source Files

Contains the Visual Studio Solution file and source code used to build and modify Caisis.

Setup

Database Setup

You will need to log into your SQL Server in order to run the install or upgrade scripts.

New 6.0 Database

You will find 6 files in the DatabaseFiles folder. These files will be used to create the database structure as well as the necessary meatadata to get starter running Caisis. This version of Caisis uses SQL files to create the database structure, import metadata (lookup codes, table and field level metadata).

  1. _README.txt
  2. 1_BuildDatabaseObjects.sql
  3. 2_SecurityData.sql
  4. 3_Metadata.sql
  5. 4_CTCAE_TableData.sql
  6. 5_GrantPermissions.sql

To setup the database, you will first have to login to the database server as an Administrator and create the base database and login for the application. The follow steps will guide you through creating and setting up the Caisis database using the Microsoft® SQL Server® 2008 Management Studio Express tool.

IMPORTANT: Make sure when running the creation/upgrade script, to select the Caisis database from the available database drop down menu.

Open the DatabaseFiles folder from the Caisis download folder, which includes the README and sql files.
Log into database server as Server Administrator, i.e., "sa"
Create a new database
Give the new database a name
Ensure the correct Collation and Compatibility Levels are set.
The new database will now show up in the list of available databases.
Create a new Server Login
This login will be the account used by the web application to connect to the database.

Recommended Password Policy

Information regarding what comprises a strong password when the box is checked can be found here.

  1. Enforce password policy - checked
  2. Enforce password expiration - unchecked
  3. User must change password at next login - unchecked


Ensure the login has datareader and datawriter role for the Caisis database.
The new login will now show up in the Security node of the database server.
The next step is to open the list of SQL files required to create the database tables. NOTE: Select the Caisis database from active database drop down before running scripts.
Run the list of files sequentially until all are completed.
The first script will create the database structure.

NOTE: Ensure the correct database which your created is selected when running the database creation scripts.


The last script will ensure the new login you created can access the Caisis database. NOTE: adjust the username variable to the new login created.
After the scripts have run, you will now have all the Caisis system tables, metadata and lookup codes.

Upgrade from 5.0.2 to 6.0

The upgrade process from 5.0.2 to 6.0 is similar to the new install. The files included will update your 5.0.2 database to a 6.0 database preserving your metadata and lookupcodes (vocabulary). We will expand on these instructions soon - in the meantime please follow the upgrade instructions included in the readme.txt file. Be sure to BACKUP your existing Caisis before proceeding!

  1. _README.txt
  2. 1 5.0.2_to_6.0_upgrade_script.sql
  3. 2 GrantPermissions.sql
  4. 3 ImportMetadata.sql
  5. ChangeLog.xls
  6. IndividualScriptFiles(folder of individual upgrade scripts)

NOTE: The database must be 5.0.2 before proceeding with the update scripts. Older databases will have to be upgraded incrementally to 5.0 before proceeding.

IMPORTANT: Make sure when running the creation/upgrade script, to select the Caisis database from the available database drop down menu.

Database Connection String

There are two primary ways for the application to connect to the datbase. You can use standard security or a trusted connection. The parameters used in the web.config "dbConnectionString" key will vary accordingly.

  1. Standard Security:

<add key="dbConnectionString" value="SERVER=<<yourcaisisservername>>,<<port#>>;DATABASE=Caisis;PWD=<<yourpassword>>;UID=<<yourdb username>>;persist security info=True;packet size=4096;" />

  1. Trusted Connection:

<add key="dbConnectionString" value="SERVER=<<ourcaisisservername>>,<<port#>>; Initial Catalog= Caisis; Integrated Security=SSPI; persist security info=True;packet size=4096;"/>

If using the trusted connection, you will also have to create a windows domain account and in some cases assign that domain account to the Application Pool in IIS.

More detail on connection string syntax can be found here: http://www.sqlstrings.com/SQL-Server-connection-strings.htm

Web Application Setup

Using Windows Installer

Before beginning the installation, please make sure IIS is running and that you have permissions to the modify settings. Caisis comes packed in a Windows Installer file which will install the application through a series of steps. The installer will setup your virtual directory in IIS for hosting Caisis and then launch the Caisis Configuration Utility, a desktop application which will allow you to to modify various settings in your application, such as Institution settings, Email settings, Database settings and Error Handling. It will also allow you to test the connection from the web app to the Database.

Once the settings are saved, the installer will end and launch the application in a new browser.


IMPORTANT (Vista and Windows 7 Users): If the installer fails, please verify the "IIS Metabase and IIS6 Configuration Compatibility" feature is enabled as seen below.

  • Start > type "Turn Windows features on or off"
  • Then turn on feature, "Internet Information Services" > "Web Management Tools" > "IIS 6 Management Compatibility" > "IIS Metabase and IIS6 Configuration Compatibility"

File:IIS6_Compatibility_WindowsInstaller.PNG


Note, it is NOT necessary to add all the variables in the Caisis Configuration Utility during setup. The can be modified anytime by:

  • The Caisis Configuration Utility will be located in the user's program files directory and can be launched anytime to mange the settings in your web.config file.
  • The same installation parameters can also be modified anytime by opening the web.config file found in the web root directly

NOTE: You will need to log in to the server as an administrator to install Caisis using the provided Windows Installer.

Manual Deployment For New Installations

If you need to manually configure the application, you can create a virtual directory in IIS and place the files contained in the Upgrade/WebApp Folder in there. You will also need to verify that your application is running under ASP.NET 2.0. You can check this, and other web site properties, by opening IIS, find the Caisis web site, right clicking on it and choose properties. When the dialogue box opens select the "ASP.NET" tab and check that 2.0 appears in the drop down box.

Manual Deployment For Upgrades (or experienced server admins)

1) Backup your existing web files

2) Delete all files other than your "web.config" file.

3) Copy all the “FilesForCopyToWebRoot” that you downloaded to your web root, but do not overwrite your web.config file.

4) View the "keys" in your web.config file (<appSettings key=””>). If new "keys" exist in the web.config you downloaded, insert them into your web.config file. The most important keys are: 

 a.	dbConnectionString
 b.	institutionName
 c.	institutionShortName
 d.	mailServer
 e.	adminEmail
 f.	UseSmtpAuthentication
 g.	smtpUsername
 h.	smtpPassword
 i.	emailErrors
 j.	errorEmail

5) If you made custom configurations: The App_Data folder contains configuration files. If you made any local configurations, copy the .xml files you modified over the ones provided in the upgrade. Note, the new EformRegistry.xml, PaperFormRegisry.xml, and CannedReports.xml files may register new forms/reports added in the recent release. If the entire file is overwritten these new items will not be accessible.

6) If you made custom programmatic changes: Copy any additional programmatic changes you have made into the new release. Typically this is local customizations to eForms, or entirely new eForms. Be sure to copy both the “ascx” and “ascx.cs” files in the directory.

Please note, if you made extensive programmatic changes to your copy of system and they were not provided back to Caisis team for integration into the next release, you will likely need to reintegrate your changes into the source code of the latest version, compile and publish your application.

Confirm Application Running

After running the Setup file, a web page will launch to your application. The typical URL of your application will be http://machine_name/virtual_directory/Login.aspx If you application was installed on machine ONYX in the virtual directory Caisis, your application would be located at http://onyx/Caisis/Login.aspx. If you receive any errors, you can consult the Troubleshooting page for help diagnosing the issues.

After the installation, the application can be browsed at http://localhost/caisis_virtual_directory/Login.aspx

Grant Write Access

In order to upload files and display dynamic charts, you must give read/write access to the IIS user for the specified charting and file upload folders.

The file upload folder may also contain files/documents edited by the application, or outside sources, that would require the folder to have read/write access.

The default name (specified in the web.config file) for the file upload folder is FileUploads. The default location within the web application files is App_Data/FileUploads. To give the FileUploads folder modify/write permissions: 

 1. Go to the App_Data/FileUploads directory in the web application files
 2. Right click on the FileUploads folder
 3. Select Properties
 4. Select the Security tab
 5. Ensure the appropriate IIS user or Users group has both Modify and Write permissions selected for the folder
Retrieved from "http://caisis.org/wiki/index.php?title=Installation"
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