Installation

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(Upgrade Caisis 3.5 Database to 4.0)
(Upgrade Caisis 3.5 Database to 4.0)
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If all steps run without error then the upgrade is successful.
If all steps run without error then the upgrade is successful.
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NOTE 1:
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If errors occur during the first step then restore your database and instead of using
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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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exact file is found that is causing a problem. Resolve data errors before proceeding.
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NOTE 2:
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The ImportMetadata.sql file will remove your old lookupcodes and help description 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.
== Web Server Setup ==
== Web Server Setup ==

Revision as of 21:16, 25 October 2007

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.

Translations: italiano

Contents

Requirements

Operating System

  • Microsoft Windows 2000
  • Microsoft Windows 2003
  • Microsoft Windows XP Professional

Database Server

  • Microsoft SQL Server 2000
  • Microsoft SQL Server 2005
  • Microsoft SQL Server Express Edition

Web Server

  • Microsoft Internet Information Services (IIS) 5 or Greater

Pre-Installation

Before you begin the installation, it is best to ensure that you have met the requirements above and that the SQL Server is running as well as the IIS Server. This will help in a smooth installation when running the installer and SQL setup script.

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:

Caisis 4.0 - New Installation

  • WebApp: Contains the web application files needed to manually install the application.
  • Installer: Contains the Windows Installer file for a standard installation.
  • Database: Contains the Database sql script files and databases needed to install the Caisis 4.0 database.
  • Utilities: Contains Caisis Configuration Utility used to manage Caisis from Windows. (automatically installed as part of Windows Installer)

Caisis 4.0 - Upgrade from Caisis 3.5

  • WebApp: Contains the web application files needed to manually install the application.
  • Installer: Contains the Windows Installer file for a standard installation.
  • Database: Contains the Database sql script files and databases needed to upgrade your Caisis 3.5 Database to the Caisis 4.0 Database.
  • Utilities: Contains Caisis Configuration Utility used to manage Caisis from Windows. (automatically installed as part of Windows Installer)

Caisis 4.0 Source Files

Database Setup

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

Setup Scripts

New Caisis 4.0 Database

You will need to open the SetupDB.sql located in the Database folder of the package. and fill in the required fields in the script. Below is a list of fields. Required Values

  • @BackupFile: This is the database file included in the download at Caisis.org.
  • @WebPassword: this is the password that the website will use to connect to the database

The following default values work for most cases and don't need to be edited.

  • @DataFilePath: This is the path where the database file (MDF) will be installed.
  • @LogFilePath: This is the path where the transaction log file (LDF) will be installed.
  • @SecurityMode: SQL or Windows mode security setting. To use SQL security make sure your server is running in mixed mode.
  • @WebUserName: The web application account. This allows the webserver application to communicate with the database.
  • @DatabaseName: The name of the database.
  • @DatabaseOwner: The owner of the database, usually sa.

Upgrade Caisis 3.5 Database to 4.0

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.

The upgrade process consists of three sequential steps:

  • Upgrade the database using the file 3.5_to_4.0_upgrade_script.sql
  • Grant permissions to new objects introduced in 4.0 using the file GrantPermissions.sql
  • Import new system data into the database using the file ImportMetadata.sql

If all steps run without error then the upgrade is successful.

NOTE 1: If errors occur during the first step then restore your database and instead of using 3.5_to_4.0_upgrade_script.sql run the files in the folder IndividualScriptFiles until the exact file is found that is causing a problem. Resolve data errors before proceeding.

NOTE 2: The ImportMetadata.sql file will remove your old lookupcodes and help description 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.

Web Server Setup

Windows Installer File

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. 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.

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.

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