Intelledox Infiniti

Step by step

This chapter takes you through setting up and configuring the Infiniti web applications – Produce and Manage. If you are looking for installation instructions for 'Infiniti Scheduler' please refer to the page Installing Scheduler ]

How to follow the guide

Each section consists of two sub-sections. The background subsection provides objectives and background knowledge related to the section. The instructions subsection provides explicit steps that you will need to follow.

Run Installer

Background

A Microsoft Installer (MSI) setup package is used to set up the required directory structure and copy the Infiniti web application files onto the web server. The package will configure an initial setup using Forms Authentication, and set the connection string for the Infiniti database.
After running the setup package, the websites need to be configured in Internet Information Service (IIS) Manager.

Authentication Mode

The setup process initially configures Infiniti for Forms Authentication (username/password access) using default credentials. It is best practice to complete setup and test the sites using this configuration before attempting to change authentication mode, making it easier to configure permissions and groups using the default administrator account that may be required for another authentication mode. More information on authentication can be found from the documents in Authentication folder.

If you are configuring a single instance of Infiniti on a web server, or are configuring the first instance, follow the instructions outlined in Initial Instance Infiniti Setup below. If you are setting up an additional Infiniti instance on a web server that already has another Infiniti instance installed, follow the instructions in Additional Instance Infiniti Setup below.

Instructions

  1. Before you begin installation ensure you have a copy of the appropriate Infiniti setup or upgrade package file. These files are:

    • InfinitiSetup (version).msi – configure an initial instance of Infiniti.
    • InfinitiUpgrade(version).exe – configure an additional instance of Infiniti or upgrade an existing instance.

You will also need a copy of your Infiniti license keys at hand, which should have been provided by your Infiniti supplier.

  1. Launch the InfinitiSetup (version).msi setup file.
    The Welcome page displays.
  1. Click Next to continue.
    The End-User License Agreement page displays.

  2. Read and tick the "I accept the terms in the License Agreement" checkbox and then click Next to continue.

  1. The destination folder page is displayed.
  2. Accept the default destination folder, or click Browse to choose an alternative. This guide assumes the default of ‘C:\inetpub\wwwroot\Infiniti’ is chosen.
  3. Click Next to continue.

The database settings page is displayed. Specify the server name or the IP address of the server that will be running the Infiniti database.

  1. Click next to continue. The database user settings page is displayed.
    DBO is user will be used for the upgrades. The second set of credentials is used for general connections.
  1. Click next to continue. The installation complete page will appear and click on Finish to exit the software installer.

Perform Database setup

Background

The base level of services in the Infiniti system architecture is provided by a database layer. The database stores projects and their logic, reusable content as well as security information and settings.

This section guides you through the process of attaching a new Infiniti database and preparing it for use by the Infiniti system.

These steps include:

  1. Enabling TCP/IP and SQL Browser
  2. Creation of the database.
  3. Creating the database login

Database Configuration Instructions

The following instructions are based on the MSDN documentation provided by Microsoft and are targeted towards SQL Server 2014. If you are using a different version, some steps may vary.
For more information on attaching the Infiniti database or for specific instructions relating to your SQL Server version refer to the MSDN Library.
https://msdn.microsoft.com/en-us/library/default.aspx

Instructions

Set up SQL Server Browser
SQL Server Browser is a Windows Service that must be running in order for the SQL instance to be discoverable from another network location.

  1. Launch the SQL Server Configuration Manager application.
  2. In the left pane, click to select SQL Server Services.

There may be a number of services installed depending on the SQL Server type and configuration. One of these services should be ‘SQL Server Browser’.

  1. Right-click the ‘SQL Server Browser’ service, and select Properties from the pop-up menu.
    The SQL Server Browser Properties dialog displays.
  1. On the Service tab, change the property Start Mode to ‘Automatic’.
  2. Click OK
  3. Right-click the ‘SQL Server Browser’ service again, and select Start from the pop-up menu. This will start the service running immediately without requiring a reboot.

Enable TCP/IP for SQL Native Client 11.0 Configuration

  1. Launch the SQL Server Configuration Manager application.
  2. In the left pane, click to select SQL Native Client 11.0 Configuration -> Client Protocols.
  1. Right-click the ‘TCP/IP’ protocol and select Enable on the pop-up menu.
    A warning message displays informing you that the change won’t take effect until you restart the SQL Server service. Ignore this warning for the time being as we are going to do a restart of SQL Server services at a later stage.
  2. Click OK.

Enable TCP/IP for SQL Server Network Configuration

  1. Launch the SQL Server Configuration Manager application.
  2. In the left pane, click to select SQL Server Network Configuration -> Protocols for MSSQLSERVER.
  1. Right-click the ‘TCP/IP’ protocol and select Enable on the pop-up menu.
    A warning message displays informing you that the change won’t take effect until you restart the SQL Server service.
  2. Click OK.

Restart SQL Server Service

  1. In the left pane, click to select SQL Server Services.
  1. Right-click the ‘SQL Server (instance)’ service for the appropriate instance of SQL Server, and select Restart from the pop-up menu. Configuration is complete once the service has successfully restarted.

Enable Mixed Mode Authentication

  1. Launch the SQL Server Management Studio application and connect to the target SQL Server instance.
  2. In the Object Explorer pane, right-click the server instance root node.

3.Select Properties from the pop-up menu.
4.Select the Security page.

4.In the Server authentication area, select the ‘SQL Server and Windows Authentication mode’ option.

Create Database

  1. Launch SQL Server Management Studio and connect to the target SQL Server instance.
  2. In the Object Explorer pane, expand the instance root node, then right-click the ‘Databases’ node and select New Database.
  1. The New Database dialog is displayed.

Specify the name of the database you intend to use for the Infiniti database. Leave the owner as default as we will specify this in a later step once the user is created.

  1. Click OK to create the database.

Create Database Login

In order for the Infiniti web server to connect to the Infiniti database, you must configure an appropriate database login. This login will be used exclusively by the Infiniti application, and should not be used by any other user or process. For simplicity, it’s recommended that SQL Server Authentication is used for this login. However, Windows Authentication may also be used if required.

  1. Launch SQL Server Management Studio and connect to the target SQL Server instance.
  2. In the Object Explorer pane, expand the instance root node, then right-click the ‘Security’ node and select New Login.

The Login - New dialog is displayed.

  1. On the General page, enter a Login name, and select SQL Server authentication.
  2. Enter a valid password in the Password and Confirm password text boxes.
  3. As this is a system level account, typically it’s advisable to uncheck the Enforce password policy check box to remove password expiration, because if the password expires then the application will stop working.
  4. Select the User Mapping page in the left pane.
  5. Find the Infiniti database attached earlier, and place a check in the Map column for the database.
  6. Click into the Default Schema column and type ‘dbo’.
  7. In the Database role membership for: (DB name) list, place a tick against the ‘db_owner’ role.
  8. Click OK.

Create the database schema and populate system data

Infiniti requires database schema created and the system data populated in the database for the application operation. This is done through executing an SQL script in the database.

1.Open SQL Server management studio.

  1. Click on the `Infiniti database' created earlier.
    3.Select Open File from the SQL server management studio toolbar.
  2. Select CreateDB.sql' from_Database` folder under manage.
  1. Execute the script by clicking on the Execute button in the tool bar. The script should run successfully without errors.

Selection Of Infiniti database

It is important that you run the CreateDb script against the newly created InfinitiDb, which you setup in step 2.

Configure IIS

Background

Once the Infiniti files and folders have been prepared using one of the techniques described above, you are ready to configure IIS to make the Infiniti web applications available to end users.
The process of configuring IIS involves:

  • Creating an Application Pool
  • Creating the Infiniti Manage application
  • Creating the Infiniti Produce application

Instructions

Create IIS Application Pool
Each Application Pool runs in its own Windows process, allowing you to isolate different applications on the IIS web server to ensure they use their own resources. It is recommended that you create a new Application Pool to run both the Infiniti web applications Manage and Produce, however you may wish to create separate Application Pools for each application.
1.Launch the Internet Information Services (IIS) Manager application.

  1. In the left pane, expand the tree so you can see the ‘Application Pools’ node.
  1. Right-click the ‘Application Pools’ node and select Add Application Pool… from the pop-up menu.
    The Add Application Pool dialog displays.
  2. Enter a name for the new application pool, e.g. ‘InfinitiAppPool’.
  3. Ensure that the .NET Framework version selected is ‘v4.0.30319’, and that the Managed pipeline mode is set to ‘Integrated’.
  4. Click OK.

Create Infiniti Produce Application

These instructions assume the Infiniti Produce application will be created within the Default Web Site on the web server. For more advanced bindings you may need to create a new site for your Infiniti deployment and substitute ‘Default Web Site’ for your site in these instructions.

  1. In Internet Information Services (IIS) Manager, expand the server node to the site you wish to use, typically ‘Default Web Site’.
  2. Find the Node with the name Produce and right click.
  3. Select convert to the application and select application pool.
  4. Click OK.

Installing in Non-Default Location

If you installed Infiniti outside of IIS document root you will need to add the site to IIS. This can be done by right clicking on top of site node (typically 'Default Website' and selecting add application.

Create Infiniti Manage Application

These instructions assume the Infiniti Manage application will be created within the Default Web Site on the web server. For more advanced bindings you may need to create a new site for your Infiniti deployment and substitute ‘Default Web Site’ for your site in these instructions.

  1. In Internet Information Services (IIS) Manager, expand the server node to the site you wish to use, typically ‘Default Web Site’.
  2. Find the Node with the name Manage and right click.
  3. Select convert to the application and select application pool.
  4. Click OK.

Step by step


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.