installation qualification for e-notebook 11 at...

78
CS Document #: ChangeList#: Originator: Effective Date: Installation Qualification of E-Notebook SQL 12.0 3-tier IQ PROTOCOL ORIGINATED BY: Date IQ PROTOCOL UPDATED BY: Date DOCUMENT APPROVED BY CUSTOMER Department Signature/Title Date Information Technology Technical Validation Quality Assurance Reviewed By: Date: Confidential CambridgeSoft Corporation Page 1 of 78

Upload: lamnhu

Post on 23-Mar-2018

246 views

Category:

Documents


6 download

TRANSCRIPT

Page 1: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

Installation Qualification ofE-Notebook SQL 12.0 3-tier

IQ PROTOCOL ORIGINATED BY:

Date

IQ PROTOCOL UPDATED BY:

Date

DOCUMENT APPROVED BY CUSTOMER

Department Signature/Title DateInformation Technology

Technical

Validation

Quality Assurance

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 1 of 59

Page 2: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

TABLE OF CONTENTS1. PURPOSE.............................................................................................................................3

2. SCOPE..................................................................................................................................3

3. SYSTEM DESCRIPTION....................................................................................................4

3.1. DATABASE SERVER VERIFICATION......................................................................................43.2. WEBSERVER VERIFICATION.................................................................................................43.3. E-NOTEBOOK CLIENT VERIFICATION...................................................................................43.4. SYSTEM OVERVIEW.............................................................................................................4

4. RESPONSIBILITIES...........................................................................................................4

4.1. CAMBRIDGESOFT (CS)........................................................................................................44.2. CS PROJECT MANAGER (PM)..............................................................................................5

5. DEFINITIONS......................................................................................................................5

5.1. VARIANCE...........................................................................................................................55.2. INSTALLATION QUALIFICATION (IQ)....................................................................................55.3. ACCEPTANCE CRITERIA.......................................................................................................5

6. EQUIPMENT/MATERIAL NEEDED................................................................................5

7. CUSTOMER PREREQUISITES.........................................................................................5

8. ACCEPTANCE CRITERIA................................................................................................6

9. GENERAL INSTRUCTIONS FOR EXECUTING THE PROTOCOL.............................6

10. APPROVALS........................................................................................................................7

11. VERIFICATION OF THE CONFIGURATION OF THE THREE TIERS THAT MAKE UP THE E-NOTEBOOK SQL 12.0 INSTALLATION.................................................................9

11.1. OBJECTIVE.......................................................................................................................911.2. ACCEPTANCE CRITERIA...................................................................................................911.3. CLIENT PC.......................................................................................................................9

11.3.1. Accounts/Setup required............................................................................................911.3.2. Hardware Installation Verification for Client PC......................................................911.3.3. Software Installation Verification for Client PC........................................................9

11.4. WEB SERVER (MIDDLE-TIER).........................................................................................1011.4.1. Hardware Installation Verification for the Web Server............................................1011.4.2. Software Installation Verification for the Web Server..............................................11

11.5. DATABASE SERVER........................................................................................................1111.5.1. Hardware Installation Verification for the Database Server....................................1111.5.2. Required Software for Database..............................................................................1211.5.3. Database Checklist.................................................................................................13

12. PROTOCOL REPORT......................................................................................................13

12.1. PROTOCOL REPORT........................................................................................................1312.2. VALIDATION PACKAGE..................................................................................................13

APPENDIX A: SIGNATURE IDENTIFICATION LOG............................................................15

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 2 of 59

Page 3: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

APPENDIX B: SUPPORTING DOCUMENTATION.................................................................16

APPENDIX C: VARIANCE PROCEDURE AND FORM..........................................................17

1. INTRODUCTION...............................................................................................................19

2. PREREQUISITES..............................................................................................................19

3. DATABASE SERVER SOFTWARE REQUIREMENTS.................................................19

4. DATABASE INSTALLATION INSTRUCTIONS............................................................19

4.1. CREATING AN E-NOTEBOOK DATABASE............................................................................191.1. SETTING UP ACCESS TO THE DATABASE............................................................................24

2. E-NOTEBOOK MIDDLE-TIER SETUP AND CONFIGURATION INSTRUCTIONS.27

2.1. INSTALLING SQL SERVER NATIVE CLIENT........................................................................272.1.1. INTERACTIVE INSTALLATION..........................................................................................272.1.2. SILENT INSTALLATION...................................................................................................292.2. INSTALLING E-NOTEBOOK WEB SERVICE..........................................................................292.2.1. RUNNING WEB SERVICE INSTALLER..............................................................................292.2.2. CONFIRMING SETTINGS AND FUNCTIONING OF WEB SERVICE........................................322.3. GENERATING STRUCTURE INDEX FILES.............................................................................372.4. CREATING SQL SERVER CONNECTION CONFIGURATION FILE...........................................40

3. ENHANCED SECURITY CONFIGURATION (OPTIONAL) INSTRUCTIONS..........43

3.1. CONFIGURING E-NOTEBOOK WEB SERVICE WITH A DOMAIN ACCOUNT............................433.1.1. IIS SERVER CHANGES....................................................................................................433.1.2. STRUCTURE INDEX FILES PERMISSIONS..........................................................................513.1.3. SQL SERVER CHANGES.................................................................................................523.2. REMOVING SQL SERVER SECURITYADMIN PRIVILEGES FOR ‘SCHEMA USER’....................523.3. CHANGING ‘SCHEMA USER’ PASSWORD............................................................................53

4. E-NOTEBOOK CLIENT CONFIGURATION INSTRUCTIONS...................................55

4.1. PREREQUISITES..................................................................................................................554.2. E-NOTEBOOK CLIENT TO MIDDLE-TIER CONNECTION CONFIGURATION............................564.3. ADOBE PDF PRINTER CONFIGURATION.............................................................................584.4. Confirm Proper Configuration of the Three Tiers...............................................................59

1. PURPOSE

Use this Installation Qualification to verify the steps for installing and configuring E-Notebook SQL 12.0 in a 3-tier environment.

2. SCOPE

The Installation Qualification for E-Notebook SQL 12.0 in 3-tier mode includes steps for installing and configuring an E-Notebook database on SQL Server, installing and configuring E-Notebook Web service on an IIS middle-tier system, and configuring E-Notebook client to connect to the Web service.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 3 of 59

Page 4: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

3. SYSTEM DESCRIPTION

3.1.Database Server Verification

Verify the following:

SQL Server Hardware

SQL Server Configuration

3.2.Webserver Verification

Verify the following:

Webserver Hardware

Webserver Configuration

3.3.E-Notebook Client Verification

Verify the following:

E-Notebook Client Hardware

E-Notebook Client-Server Connection Configuration

3.4.System Overview

The system components and their specifications are:

The system consists of a database, Web server (middle-tier), and a client connected to the network.

The Web server operating system consists of either Windows 2003 Server R2 SP2 or Windows Server 2008 SP1 and resides on its own server (see section 11.4.2 for Web server requirements).

The database operating system consists of either Windows 2003 R2 SP2 or Windows Server 2008 SP1 and resides on its own server (see section 11.5.2 for database server requirements).

The database is a SQL Server database.

The client operating system is Windows XP or Windows Vista with Microsoft Office XP, Office 2003, or Office 2007.

4. RESPONSIBILITIES

4.1.CambridgeSoft (CS)

CambridgeSoft is responsible for authoring and amending this document and for executing the protocol. CS initiates a variance form as needed and as instructed by Appendix C: Variance Procedure And Form. CS records the nature of the variance and authors the installation qualification (IQ) report.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 4 of 59

Page 5: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

4.2.CS Project Manager (PM)

The CambridgeSoft project manager is responsible for ensuring that the IQ includes the installation of all needed hardware and software and formulates a resolution for variances.

5. DEFINITIONS

5.1.Variance

A variance is a recognized departure from the documented procedures.

5.2. Installation Qualification (IQ)

The documented verification that hardware and software are installed with respect to vendor and user requirements.

5.3.Acceptance Criteria

Acceptance Criteria are pre-defined requirements or tests that must be fulfilled.

6. EQUIPMENT/MATERIAL NEEDED

Software and CDs needed to install the database and application are:

SQL Server Database software

Microsoft Office

Chem(Bio)Office 12.0

Adobe Acrobat

E-Notebook v12.0

The ‘DataManagement Server Setup’ folder and its contents

7. CUSTOMER PREREQUISITES Customer procedures needed to maintain the system in a validated state.

IQ protocol approval.

Completion and approval of an IQ on all prerequisite installations.

Completion of prerequisite site preparations.

Note: All prerequisites for installation are included in the specific Installation Guides.

Before initiating any verification sections, the prerequisites must be completed. List and attach appropriate supporting documentation in Appendix B: Supporting Documentation.

Comments/Observations: ___

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 5 of 59

Page 6: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

Reviewed by: ___________________________ Date:___________

8. ACCEPTANCE CRITERIA All IQ prerequisites are met.

All personnel involved in executing the protocol have been properly trained. Copies of their training records are available for review.

All acceptance criteria as defined in the IQ verification sections have been met. The installation of a validation (test) instance is complete, verified, and documented.

All variances in the use of this protocol or in actual results from expected results have been described in a Variance Report (see Appendix C: Variance Procedure And Form). All variances are closed (complete and approved by QA /Validation).

The system has been placed under the control of an approved change control procedure. All personnel entering data on this protocol have logged their signature in Appendix A: Signature Identification Log.

All supporting documentation (screen prints, reports, etc.) collected during test execution has been logged in Appendix B: Supporting Documentation.

9. GENERAL INSTRUCTIONS FOR EXECUTING THE PROTOCOL

1. The customer is responsible for the review and approval of this IQ prior to execution of the IQ.

2. This IQ covers the steps for installing and configuring E-Notebook SQL 12.0 database, installing and configuring E-Notebook Web service on IIS middle-tier system, and configuring E-Notebook client to connect to the Web service

3. All documents produced as part of the execution of this IQ will be printed out and appended to this document as evidence of test results.

Company Name :

Facility :

Address:

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 6 of 59

Page 7: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

10. APPROVALSExecuted IQ Approval:Title or Department Name Signature Date

*Signature identification log is in Appendix A: Signature Identification Log. The prerequisite items identified in the Prerequisites Section must be completed before

execution of the protocol. Prerequisite items are considered completed when all items are complete and a QA representative has reviewed and signed the prerequisite section.

All personnel entering data (execution or review) into this protocol must complete the required portion of Appendix A: Signature Identification Log.

As each activity is completed, the individual performing the activity enters the actual results achieved, initials, and dates the entry.

Variances in the use of this protocol or in actual results from expected results must be documented in a Variance Report as specified in Appendix C: Variance Procedure And Form.

A reviewer must review and sign at the bottom of each page on which data is recorded as part of the execution of the protocol. This includes the Prerequisites Section and all test sections. The reviewer cannot be the same individual who performed the validation activities.

All protocol entries are to be made using blue ballpoint indelible ink.

Each step in the test must be executed in order.

All test response sections must be filled in.

All completed test steps will have a test result of Pass (Pass) or Variance/Fail (Variance).

Variance:

o A variance is a recognized departure from the documented procedures.o List all variants from the acceptance criterion in the variance section.o A procedural variance may occur when a test step cannot be executed as written. In

this case a workaround may be substituted into the test step with a documented variance.

o A protocol variance should be written against any test step or acceptance criteria that was written incorrectly. The correction should be documented in the variance form.

o All variances will be investigated as part of their remediation. All variances that meet the failure definition upon investigation will be documented as Fail.

Fail:

o A protocol fails when a test step fails to meet the acceptance criteria or expected results.

o A functional failure is realized when the product does not perform with respect to the requirements.

o All failures will be recorded (as variances) and communicated, and a plan for correction will be created.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 7 of 59

Page 8: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

o Catalogue all attachments with the Appendix Number, reference the test and test step, sign, and date.

o Always sign and date each test procedure section as indicated and prior to moving on the next test section.

o Verify that the acceptance criterion has been met for each test step.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 8 of 59

Page 9: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

11. VERIFICATION OF THE CONFIGURATION OF THE THREE TIERS THAT MAKE UP THE E-NOTEBOOK SQL 12.0 INSTALLATION

11.1.Objective

The objective of this test is to establish the correct configuration of each tier of the E-Notebook 12.0 installation.

11.2. Acceptance Criteria

Actual results must match or exceed expected results for all items before installation can begin.

11.3. Client PC

11.3.1. Accounts/Setup required

# Item Actual Initial/Date1. A Windows Administrator user account and password

are known and available during installationConclusion re. Client installation Pass

Variance

11.3.2. Hardware Installation Verification for Client PC

Logon ID used:_____________________________________

# IQ Item Specification/Expected Result Actual Result Initial/

Date1. Client PC

NameThe PC Name

2. Memory(RAM)

1GB (min), 2GB (preferred) RAM:

Specification met:Yes No

3. Processor type

1 CPU: 1.6 GHz or higher Pentium 4

1.6 GHz or higher Intel Core Duo

Processor Type: Serial #:

Specification met:Yes No

4. Available HDD Capacity

300MB – 2GB (offline use of E-Notebook varies the space required)

11.3.3. Software Installation Verification for Client PC

Logon ID used:_________________________________________

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 9 of 59

Page 10: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

# IQ Item Specification/Expected Result Actual Result Initial/

Date1. Client Operating

system Windows XP Professional SP2 32-bit

Windows Vista Business and Ultimate 32-bit

Version:

SP:

2. .NET Framework .NET Framework 2.0

3.Microsoft Office Version XP/2003/2007

Version:

SP:4. Adobe Acrobat 8.1 Standard or Professional

9.1 Standard or Professional

Version:

Standard/Professional:5. ChemDraw plug-in*

MolServer.dll ChemDraw ActiveX Const11 version 12

MolServer.dll Const11 version 12

ChemDraw:

Version:

*This is provided separately as part of Chem(Bio)Office Core with Serial number override. It is not necessary to install if full ChemBioOffice Desktop is already present.

Conclusion re. Server installation

All tests of the configuration meet expected results; the server processor and memory are properly configured.

Pass Variance

11.4. Web Server (Middle-Tier)11.4.1. Hardware Installation Verification for the Web Server

Logon ID used (for the server manager):_____________________________________

# IQ Item Specification/Expected Result Actual Result Initial/

Date1. Memory (RAM) 2GB min (4GB preferred)2. Processor 1.6GHz dual processor or higher3. Available HDD

Capacity 15 - 20GB

11.4.2. Software Installation Verification for the Web ServerLogon ID used:_____________________________________

# IQ Item Specification/Expected Result Actual Result Initial/

Date1. Operating system

version:Windows 2003 Server R2 SP2Windows 2008 Server SP1

2. Operating system level: Standard or Enterprise

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 10 of 59

Page 11: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

3. Operating system architecture: 32-bit (64-bit is NOT supported)

4. Internet Information Services (IIS)*

IIS 6.0 or IIS 7.0

* This must be installed and running. To confirm:go to Control Panel>Administrative Tools>Internet Services Manager and ensure that “Default Web Site” is started. ‘IUSER_<name of server>’ (win2003) or ‘IUSR’ (win2008) available

5. SQL Server Component:

SQL Server native client 2005 SP3 32-bit

6. .Net Framework: .Net Framework 2.0

11.5. Database Server11.5.1. Hardware Installation Verification for the Database Server

Logon ID used (for the server manager):_____________________________________

# Procedure Specification/Expected Result Actual Result Initial/

Date1. Note

Server Name

Validation Database Server:

Production Database Server:

2. Server processor type

Identify the number and type(s) of CPU(s).

2 Intel Xeon CPUs Processor 1: Type: Serial #:

Processor 2: Type: Serial #:

Specification met: Yes No

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 11 of 59

Page 12: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

# Procedure Specification/Expected Result Actual Result Initial/

Date3. Server

processor logical quantities

The number of partitions for each CPU

Processor 1, serial number

____________, 2 partitions

Processor 2, serial number

____________, 4 partitions

Processor 1:

Serial #:

Number of partitions:_______

Processor 2:

Serial #:Number of partitions:_______

Specification met: Yes No

4. Memory (RAM)

Note the RAM.4GB (min), 16GB (preferred)

5. HDD Free Space Required

Note the Hard Disk Space500-1000MB/User/Year (50 GB min)

6. CPU speed and cache size

Speed > 1000Mhz

1.8 GHz to 2.8 GHz, at least 512KB cache Processor 1: Speed: Cache size:

Processor 2: Speed: Cache size:

Processor 3: Speed: Cache size:

Specification met: Yes No

Conclusion re. Server installation

All tests of the configuration meet expected results; the server processor and memory are properly configured.

Pass Variance

11.5.2. Required Software for Database

# Item Expected Actual Initial/Date

1.

Operating System

Windows 2003 R2 SP2 or Windows Server 2008 SP1Standard and Enterprise32-bit and 64-bit

2.SQL Server

SQL Server 2005 SP2/SP3 or SQL Server 2008Standard or Enterprise

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 12 of 59

Page 13: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

# Item Expected Actual Initial/Date

3.SQL Server Tools Management Studio

4.NET Framework NET Framework 2.0/3.5

(depending on SQL version)Conclusion re. Server installation All tests of the configuration

meet expected results; the server processor and memory are properly configured.

Pass Variance

11.5.3. Database Checklist

# Item Actual Initial/Date1. The SQL Server instance name Instance Name:

2. The “sa” user account password is known, and the password is available during installation

3. Ensure that the database system is available on the domain and accessible to other systems (the firewall must be configured to allow SQL traffic)..

Conclusion re. Server installation Pass Variance

12. PROTOCOL REPORT

12.1. Protocol Report

Prepare a Protocol Report that summarizes the results of the IQ. The report includes these sections:

Purpose

Scope

References

Analysis of Results

Conclusion

12.2. Validation Package

Compile a Validation Package for each IQ that is formatted as follows:

Final Approval Page

Protocol Report Master (unexecuted)

Protocol Executed (working copy)

Protocol with all applicable attachmentsReviewed By: Date:

Confidential CambridgeSoft Corporation Page 13 of 59

Page 14: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

CS Document #: ChangeList#: Originator:

Effective Date:

APPENDIX A: SIGNATURE IDENTIFICATION LOG

All personnel involved in the execution or review of this protocol must complete a row in the following table.

Name (Print) Signature Initials Company Affiliation Date

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 14 of 59

Page 15: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

APPENDIX B: SUPPORTING DOCUMENTATION Attached all supporting documentation, including non-secured documentation, screen

printouts, reports, collected during test execution.

Affixed to a blank page any item smaller than this page.

Labeled each attached page with:

o The document number of the validation protocol.o A cross-reference to the test step and page number to which it pertains.o A unique page number for each attachment, e.g., 1 of 3, 2 of 3, 3 of 3.o The initials of the person who attached it and the date of entry.

List the attachments below:

Attachment # Title # of pages Signature

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 15 of 59

Page 16: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

APPENDIX C: VARIANCE PROCEDURE AND FORM

Each variance must be documented in a Variance Report with a unique variance reference number.

A single Variance Report may handle multiple occurrences of identical error conditions. Each occurrence of the error must be recorded, initialed, and dated by the observer in the executed protocol(s) at all procedural steps where the error applies.

The person executing the protocol who encountered the variance labels the Variance Report with:

o The title, document number, and revision of the protocol to which it pertains.o Variance number for that protocol (example: “2 of 4”).o A reference to the page number and test step number of all occurrences of the error.o A unique page number for that variance report (example: “1 of 2”).

The person executing the protocol who encountered the variance fills in the “Observation” section, prints his or her name, signs and dates it. In the “Observation” section, they describe the error in the protocol, the problem encountered, or the difference between the Expected Results and the Actual Result.

The CambridgeSoft Project Manager (as appropriate) records their conclusion concerning the impact of the variance on the system’s ability to reliably meet user requirements, and after discussion with the system owner, signs the “Conclusion/Impact” section. Changes to be made to the user requirements, or limits on system use, are indicated.

The QA/Validation representative reviews the Variance and, if in agreement with the Resolution and Conclusion/Impact, approves the report by signing the “Approved By” space under the Conclusion/Impact section.

Approved Variance Reports (or copies) are attached to the Variance Report.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 16 of 59

Page 17: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

PROTOCOL NAME: _______________________________________________________________

PROTOCOL #: ____________ REVISION______ VARIANCE REPORT (VR) #:______________

LOCATION OF VARIANCE: Page #_____________ Test Step #: ____________VR page #

OBSERVATION:

By:(name) (signature) (date)

RESOLUTION:

By:(name) (signature) (date)

By:(name) (signature) (date)

CONCLUSION/IMPACT:

By:(name) (signature) (date)

Approved By:

(name) (signature) (date)

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 17 of 59

Page 18: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

APPENDIX D: INSTALL GUIDES FOR E-NOTEBOOK SQL DATABASE 12.0

1. INTRODUCTION

This document includes steps to install and configure CambridgeSoft E-Notebook SQL 12.0 in 3-tier mode (An E-Notebook client connects to a Web service that, in turn, communicates with SQL server). The installation procedure has three main components:

1. Installation and configuration of the E-Notebook database on SQL Server2. Installation and configuration of E-Notebook Web service on the IIS middle-tier system3. Configuration of the E-Notebook client to connect to the Web service

2. PREREQUISITES

Review and complete the checklists in section 11.5.3 before installation.

3. DATABASE SERVER SOFTWARE REQUIREMENTS

See sections 11.4.2 and 11.5.2 for database servers and Web server software requirements.

4. DATABASE INSTALLATION INSTRUCTIONS

4.1.Creating an E-Notebook Database

The default folder, [AppData]\CambridgeSoft\E-Notebook\12.0\, in which the Database Setup Wizard places the database and configuration files, is based on the operating system:

On Windows Server 2003, the folder will be: C:\Documents and Settings\All Users\Application Data\CambridgeSoft\E-Notebook\12.0\

On Windows Server 2008, the folder will be: C:\ProgramData\CambridgeSoft\E-Notebook\12.0\

NOTE: The [AppData] folder is by default hidden on the Windows OS System. Administrators might prefer to have the E-Notebook database and configuration files in a special ‘data’ location. This document will use a ‘data’ hard drive as an example.

 Step User Input/Action Expected Results Actual Results

Initial/Date

1. Copy the contents of the folder “\DataManagement Server Setup\E-Notebook” to the database server. Browse into the folder “ELN Database Create Backup and Restore” that is appropriate for the SQL Server version you are running.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 18 of 59

Page 19: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

2. Run the Database Setup Wizard (SetupDB.exe).

The E-Notebook Setup Wizard welcome screen appears:

   

3. Click Next. The Setup Tasks screen appears:

   

4. Select Create a new E-Notebook database locally and click Next.

The Destination Server screen appears:

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 19 of 59

Page 20: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

5. Select the SQL server instance name from the Enter a server name drop-down list. If the list is empty, type in the server and instance name.

Note: Since the Setup Wizard is run on the same system as where the SQL Server is installed, you can use ‘(local)’ for the SQL Server name. For a SQL Cluster, type the name of the virtual SQL server.

The selected server instance name appears in the Enter a server name field.

   

6. Enter the information of an account that has administrative access to the SQL server. (If you are logged into the system as an administrator, Windows Integrated Security can be used with SQL Server 2005. Otherwise a SQL user, usually ‘sa’, that has administrative permissions has to be supplied).

   

7. Enter a name for your E-Notebook database and click Next.

The Database File Location screen appears.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 20 of 59

Page 21: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

8. Browse to a folder where you will store the E-Notebook database file (.MDF) and the database log file (.LDF). If the folder does not exist, it will be created.

Uncheck Create structure files and Create server configuration file (in a 3-tier setup, these files will reside on the middle-tier).

   

9. Click Next. A summary dialog is displayed with the database that will be created in SQL Server.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 21 of 59

Page 22: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

10. Click Create to start the process. Depending on the SQL server system configuration, creating the database will take some time to finish.

After successfully creating the database, a confirmation dialog box appears. A default E-Notebook administrator account is created with these credentials (note the capitalization):Username: ELNAdminPassword: ELNAdmin‘ELNAdmin’ is a SQL login account that is used for the initial login and to create other users. It can be disabled after at least one more SQL or Windows E-Notebook user is created with administrative privileges.

   

Note: While the E-Notebook database is created, a ‘schema user’ SQL account is also created. This schema user will by default have the same name and password as the E-Notebook database name you chose; so in this example it is ‘CSNotebook12’. The password can (and should) be changed in SQL Server Management Studio. However, since the password is stored in encrypted form in the SqlConfig.xml file on the middle-tier, it is important to run the ‘Create SQL server connection configuration file’ utility each time the password is changed.

Once an E-Notebook user has authenticated against the database with either SQL, Windows, or LDAP authentication, the ‘schema user’ performs all the transactions in the E-Notebook database.

Conclusion re. Creating E-Notebook Database

All tests of the configuration meet expected results.

Pass Variance

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 22 of 59

Page 23: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

1.1.Setting up Access to the Database

Note: Follow the steps in this section only if you plan to use ‘Windows Authentication’ for users to log into E-Notebook.

When using Windows authentication for E-Notebook user accounts, the account login information is first validated against the domain server or list of local user accounts. The SQL server checks the account information.

When an E-Notebook user logs in with a Windows or domain user account, the account information is passed to the IIS Server on the middle-tier. The IIS server, in turn, submits the information to the SQL server. The IIS service account communicates with the SQL Server (so this service account needs to be known to SQL Server). By default, IIS runs under the ‘Network Service’ account and, since this is a local system account, it is not possible to add this account to the SQL Server user database if the database and middle-tier are on different systems. In that case, the account ‘NT AUTHORITY\Authenticated Users’ needs to be added to the SQL Server logins.

 Step User Input/Action Expected Results Actual Results Initial/Date1. Open SQL Server

Management Studio and connect as an administrator to the instance with the E-Notebook database.

The SQL Server Management Studio window appears.

   

2. Expand the ‘Security tree’ in the Object Explorer. Right-click Logins and select New Login from the context menu:

The Login screen appears.

   

3. Enter “NT AUTHORITY\Authenticated Users” in the Login name text box.

The selected group appears in the Login name field.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 23 of 59

Page 24: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date

4. Under Select a page click User Mapping.

5. Check the Map checkbox for the E-Notebook database.

6.

7. Click OK. The Login screen closes.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 24 of 59

Page 25: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/DateNote: To make the system more secure, IIS can be run under a domain account. This domain account needs to be added to SQL Server instead of the more general ‘NT AUTHORITY\Authenticated Users’.

Conclusion re. Setting up Access to the Database

All tests of the configuration meet expected results.

Pass Variance

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 25 of 59

Page 26: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

2. E-NOTEBOOK MIDDLE-TIER SETUP AND CONFIGURATION INSTRUCTIONS

Copy the contents of the folder “\DataManagement Server Setup\E-Notebook” to the middle-tier (IIS) server and browse to the folder “ELN WebService”.

2.1. Installing SQL Server Native Client

The E-Notebook Web service uses some SQL client components to communicate with the SQL server database. If there is no SQL Server installed on the middle-tier, these client components need to be installed first by running the “SQL Server Native Client” installer. This installer can be run interactively or in silent mode.

2.1.1. Interactive Installation Step User Input/Action Expected Results Actual Results Initial/Date1. Double-click the ‘sqlncli.msi’

file to launch the installer.

The Welcome screen appears.

   

2. Click Next. The License Agreement screen appears.

   

3. Accept the license agreement (only if you have read it and agree to its terms) and click Next.

The User Configuration screen appears.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 26 of 59

Page 27: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date

4. Enter a name and company and click Next.

The Feature Selection screen appears.

   

5. Accept the default settings for feature selection and click Next.

The Confirmation screen appears.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 27 of 59

Page 28: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date6. Click Install on the

confirmation screen.

The Completion screen appears.

7. Click Finish. The Completion screen closes and installation is completed successfully.

Conclusion re. Interactive installation All tests meet expected results.

Pass Variance

2.1.2. Silent Installation

The SQL Server Native Client can be installed silently without user interaction with the command line parameters: msiexec /i sqlncli.msi /qn

2.2. Installing E-Notebook Web Service

2.2.1. Running Web Service Installer Step User Input/Action Expected Results Actual Results Initial/Date1. Double-click the

“CambridgeSoft_ENotebook_WebServer_12.01.msi” file.

The Welcome screen appears.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 28 of 59

Page 29: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date

2. Click Next. The License Agreement screen appears.

   

3. Accept the license agreement (only if you have read it and agree to its terms) and click Next.

The Destination Folder screen appears.

   

4. Change the install path (if desired) and click Next.

The Confirmation screen appears.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 29 of 59

Page 30: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date

5. Click Install. The Completion screen appears

6. Click Finish. The Completion screen closes and installation is completed successfully.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 30 of 59

Page 31: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/DateConclusion re. Running Web service installer

All tests meet expected results.

Pass Variance

2.2.2. Confirming Settings and Functioning of Web Service Step User Input/Action Expected Results Actual Results Initial/Date1. Launch the Internet

Information Services (IIS) manager and click the Web Service Extensions node. Make sure that at least the ‘ASP.NET v.2.0.x’ extension is allowed.

This screen shown below appears:

Note: If you install IIS after .NET framework or if you remove and reinstall IIS on a server that has .NET framework, then the ASP.NET entry might not show and/or ASP.Net pages will not work. This is because you are missing the IIS mappings associating the ASP.NET file extensions. To fix IIS mappings for ASP.NET, do a repair on the .Net Framework or follow these steps:a. Click Start -> run -> cmd <OK>b. At the command prompt, type the following, and then press <Enter>:"%windir%\Microsoft.NET\Framework\[version]\aspnet_regiis.exe" -i

In this path, [version] represents the exact version number of the .NET Framework 2.0 that you installed on your server (In this example, it is ‘v2.0.50727’).

2. Navigate to Web Sites>Default Web Site, right-click the ENService Web service and from the context menu, and select Properties.

The Properties dialog box appears.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 31 of 59

Page 32: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date

3. Click the ASP.Net tab and ensure that the ASP.Net version is set to 2.0.x (where x is the build number of the .NET Framework 2.0 on your system).

   

Click the Directory Security tab. Under Authentication and access control, click Edit.

The Authentication Methods dialog box appears.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 32 of 59

Page 33: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date4. Ensure that Enable

anonymous access is checked and that all other check boxes are unchecked. Click OK.

The Authentication Methods dialog box closes.

   

5. Click OK. The Properties dialog box closes.

6. Click the ENService service in the main IIS Manager screen. In the right pane, right-click ENService.asmx and select Browse from the context menu.

A new browser window opens with the ENService page.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 33 of 59

Page 34: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date

7. Click GetPublicKey. The ‘GetPublicKey’ sample page appears.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 34 of 59

Page 35: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date

8. Click the Invoke button to test the GetPublicKey implementation.

A new browser window opens showing an XML string that contains the ENService public key.If the public key appears, the E-Notebook Web service is functioning.

Conclusion re. Confirming Settings and Functioning of Web Service

All tests meet expected results.

Pass Variance

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 35 of 59

Page 36: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

2.3.Generating Structure Index Files

The Structure Index Files store the information needed for structure searching. In a 3-tier environment it is the service account of the application pool that the E-Notebook webservice is running under, that accesses these files. For a default IIS and E-Notebook webservice installation, the E-Notebook webservice runs under the ‘DefaultAppPool’ and the ‘Network Service’ account runs this application pool. If these settings are left at default, the Structure Index Files are best created on the same system as where IIS is running.

 Step User Input/Action Expected Results Actual Results Initial/Date1. Browse to the Generate

Structure Index Files folder and run ‘CambridgeSoft.ENServer.RegenerateStructureFile.exe’.

The Regenerate Structure Files window appears.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 36 of 59

Page 37: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date2. In the Regenerate Structure

Files window, enter or select:

Enter the system name and instance name of the SQL server where the E-Notebook database is.

Enter the information of an account that has administrative access to the SQL server. (If you are logged into the system as an administrator, Windows Integrated Security can be used with SQL Server 2005. Otherwise a SQL user (usually ‘sa’) that has administrative permissions has to be supplied).

Enter the E-Notebook database name.

Select the folder where you want to store the Structure Index files. If you want the Structure Index Files on a different system, enter a UNC path to a shared folder (example: \\shared\ELN Structure Index Files)

   

3. Click OK. A confirmation dialog appears because the (re)generation of the Structure Index Files will also update the Mol ID table in the SQL database.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 37 of 59

Page 38: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/DateWhen the Structure Index Files are generated, a dialog appears, asking whether you want to open the folder. If you saved the files in a temporary location, this will help locate the files.

   

4. Click Yes. The folder containing regenerated files is displayed.

   

Note: On some systems, you will get an application crash message after exiting the Structure Generation application. Since all tasks have already been performed successfully, this can be ignored.

In a 3-tier E-Notebook environment the E-Notebook Web service changes the Structure Index Files and not the individual E-Notebook users. Therefore the service account for the E-Notebook Web service (‘Network Service’ by default) needs to be given ‘modify’ permissions to the Structure Index folder and all containing files.

1. Browse to the folder where you created the structure index files.

2. Right-click the folder and select Properties from the context menu.

The Properties dialog box appears

3. On the ‘Security’ tab, click the Add button.

The Properties dialog box closes.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 38 of 59

Page 39: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

4. Add the webservice service account. Give ‘modify’ permissions to the account and click OK.

Conclusion re. Generating Structure Index Files

All tests meet expected results.

Pass Variance

2.4.Creating SQL Server Connection Configuration File

The Web service needs to be configured with appropriate entries to connect to the SQL Server database. These settings are maintained in the SqlConfig.xml file in:

[AppData]\CambridgeSoft\E-Notebook\12.0\

On Windows Server 2003, the SqlConfig.xml file will be in:

C:\Documents and Settings\All Users\Application Data\CambridgeSoft\E-Notebook\12.0\

On Windows Server 2008, the SqlConfig.xml file will be in:

C:\ProgramData\CambridgeSoft\E-Notebook\12.0\

Note: The [AppData] folder is, by default, hidden on the Windows OS.

 Step User Input/Action Expected Results

Actual Results

Initial/Date

1. Browse to the Create Server Configuration File folder and run ‘ENServerConfig.exe’.

The ENotebook Server Configuration window appears.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 39 of 59

Page 40: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results

Actual Results

Initial/Date

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 40 of 59

Page 41: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results

Actual Results

Initial/Date

2. In the configuration window: Under ENotebook Server, enter the system name and instance name of the SQL Server where the E-Notebook database is.

Enter the Schema User and Schema Password. The schema user is a SQL login that was created while creating the database. By default, the schema user and password will be identical to the name of the E-Notebook database that was chosen while creating the database.

Enter the E-Notebook database name.

Click Test to ensure that you can connect to the database with the schema user specified. The password for the schema user will be stored as an encrypted string in SqlConfig.xml and is needed for all E-Notebook transactions

Enter the location of ‘ENotebook.mst’. This file is one of the six files that make up the structure index files generated in section 2.3. If you decided to place the Structure Index Files on a different system than the E-Notebook webservice, you need to provide a UNC path to the shared folder. Make sure the IIS service account has modify permissions to this shared folder.

A ‘connection succeeded’

message appears.

   

Note: Under Configuration File, do not change the default name and location of the SqlConfig.xml file.

3. Click OK. A dialog for the successful creation of the configuration file is displayed.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 41 of 59

Page 42: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results

Actual Results

Initial/Date

4. Click OK to close the success message.    

5. Click OK. A dialog for the successful creation of the configuration file is displayed.

Conclusion re. Creating SQL Server Connection Configuration File

All tests meet expected results.

Pass Variance

3. ENHANCED SECURITY CONFIGURATION (OPTIONAL) INSTRUCTIONS

The above installation and configuration of the E-Notebook database and webserver uses default settings that can be applied on most systems. However, some environments require more enhanced security settings.

3.1.Configuring E-Notebook Web Service with a Domain Account

3.1.1. IIS Server Changes

First the domain account needs to have the relevant ASP.NET permissions set.

 Step User Input/Action Expected Results Actual Results

Initial/Date

1. Go to Start>Run, type cmd, and press Enter.

The command prompt window appears.

   

2. Browse to “C:\WINDOWS\Microsoft.NET\Framework\v2.0.x” where ‘x’ is the version number of your .NET Framework.

Run the command: aspnet_regiis.exe -ga domain\userName

where domain\userName is your domain and the domain user account to be used by IIS service account.

On Windows Server 2003, running the ‘Aspnet_regiis.exe –ga’ command adds the account to the IIS_WPG group. Membership in the IIS_WPG group grants the ‘Log on as a batch’ job permission to the account and ensures that the necessary file system and IIS metabase permissions are granted.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 42 of 59

Page 43: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

3. Open the Control Panel and run Local Security Policy.

Click the User Rights Assignment node.

Select Deny log on locally in the right pane and add the domain account

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 43 of 59

Page 44: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

3.1.1.1. Creating a new application pool

The application pool under which the E-Notebook webservice is running determines what service account is used. If no other webservices are running on the IIS server, the changes can be made to the ‘DefaultAppPool’; otherwise, it is best to create a new application pool specific for the E-Notebook webservice.

 Step User Input/Action Expected Results Actual Results

Initial/Date

1. Launch IIS Manager and right-click Application Pools.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 44 of 59

Page 45: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

2. From the context menu, select New>Application Pool.

The Add New Application Pool dialog box appears:

3. Enter a name for the new pool to be used for the E-Notebook Web service and click OK.

The Add New Application Pool dialog box closes.

4. Right-click the new pool and select Properties in the context menu.

The Properties dialog box appears.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 45 of 59

Page 46: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

5. In the Identity tab, click the Configurable radio button. Enter the domain account and password. Click OK and confirm the password.

The Properties dialog box closes.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 46 of 59

Page 47: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

6. Go to Web Sites>Default Web Site and right-click ENService. In the context menu, select Properties.

The Properties dialog box appears.

7. On the Virtual Directory tab, select the new application pool from the drop-down list and click OK.

The Properties dialog box closes.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 47 of 59

Page 48: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results

Initial/Date

8. In a command prompt, type ‘iisreset’.

IIS server is restarted and the changes take effect.

3.1.1.2. Giving Write Access to the Windows Temp Folder

When the E-Notebook Web service is invoked, temporary files are created in the Windows temp folder. The newly assigned domain service account needs ‘write’ access to this folder to create these files.

 Step User Input/Action Expected Results Actual Results

Initial/Date

1. Browse to “C:\WINDOWS” and right-click the Temp folder. From the context menu, select Properties.

The Properties dialog box appears

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 48 of 59

Page 49: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

2. On the Security tab, click Add and add the domain account. Give the modify permissions to the account.

The Properties dialog box closes.

3.1.1.3. Giving Access to the Public Key

The E-Notebook webservice creates a public key in the Windows certificates folder. If you already accessed the E-Notebook webservice, the key was created with the previous application pool service account (‘network service’ by default). In that case the new service account (domain account) does not have access to the public key and needs to be given access. This can be done by either deleting the certificate and have the E-Notebook webservice re-create it, or give full control to the domain account.

 Step User Input/Action Expected Results Actual Results

Initial/Date

1. Browse to “C:\Documents and Settings\All Users\Application Data\Microsoft\Crypto\RSA\MachineKeys”.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 49 of 59

Page 50: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

2. Find the certificate with this name:

452f659a29adf4e1d65c29d269ec5f7c_51052c8e-5da1-422d-8827-085c4556dad8

3. Delete the certificate or go to the security settings and give Full Control to the domain account.

Either the certificate is deleted or the domain account is given full control.

Conclusion re. IIS Server Changes All tests meet expected results. Pass Variance

After making all the changes to the E-Notebook Web service, it is recommended that you confirm that the Web service is functioning. See “Confirming Settings and Functioning of Web Service” on page 31.

3.1.2. Structure Index Files Permissions

In a 3-tier E-Notebook environment, the E-Notebook Webservice changes the Structure Index files and not E-Notebook users. Therefore, the domain account needs to be given modify permissions to the Structure Index folder and all containing files.

 Step User Input/Action Expected Results Actual Results Initial/Date1. Browse to the folder where

you created the Structure Index files.

The Structure Index files appear.

   

2. Right-click the folder and select Properties from the context menu.

The Properties dialog box appears.

   

3. On the Security tab, click Add to add the domain account. Give modify permissions to the account and click OK.

The Properties dialog box closes.

   

Conclusion re. Structure Index Files Permissions

All tests meet expected results.

Pass Variance

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 50 of 59

Page 51: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

3.1.3. SQL Server Changes

After switching the service account for the E-Notebook webservice to a domain account, this domain account needs to be added to the SQL Server logins and “NT AUTHORITY\Authenticated Users” can be removed.

 Step User Input/Action Expected Results Actual Results Initial/Date1. Open SQL Server

Management Studio. Expand the ‘Security tree’ in the Object Explorer. Right-click Logins and select New Login in the context menu.

The Login screen is displayed.

   

2. Enter the domain account in the Login name field and click OK.

The Management Studio window is closed.

   

3. Under Select a page, click User Mapping.

4. Check the Map checkbox for the E-Notebook database and click OK.

Conclusion re. SQL Server Changes All tests meet expected results.

Pass Variance

3.2.Removing SQL Server Securityadmin Privileges for ‘Schema User’

By default, the E-Notebook database is set up to allow Windows, LDAP, and SQL authentication (including mixed-mode). After authentication, the ‘schema user’ performs all the transactions, including creating new SQL login accounts. When a new E-Notebook user is created with SQL authentication, the ‘schema user’ also creates a new SQL login.

If only Windows or LDAP authentication will be used, the ‘securityadmin’ privileges can be removed from the schema user account.

 Step User Input/Action Expected Results Actual Results Initial/Date1. Open SQL Server

Management Studio. Expand Security>Logins in the Object Explorer. Right-click the schema user account (this account has the same name as the E-Notebook database and is ‘CSNotebook12’, by default) From the context menu, select Properties.

The Properties dialog box is displayed.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 51 of 59

Page 52: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date2.

3. Go to the Server Roles page and remove securityadmin from the server roles list. Click OK.

The Properties dialog box is closed.

   

Conclusion re. Removing SQL Server Securityadmin Privileges for ‘Schema User’

All tests meet expected results.

Pass Variance

3.3.Changing ‘Schema User’ Password

During the database creation process a ‘schema user’ is created that performs all the E-Notebook transactions. By default the name and password of this schema user will be the same as the database name that was chosen. This password is stored as an encrypted string in the SQLConfig.xml file (on the middle-tier) in the <schemaPass> tag.

Whenever the password for the E-Notebook schema user is updated on the SQL server it is essential that the encrypted password in the SQLConfig.xml file is also updated.

 Step User Input/Action Expected Results Actual Results Initial/Date1. Access the middle-tier. On the

middle-tier, browse to the Create Server Configuration File folder and run ‘ENServerConfig.exe’.

The ENotebook Server Configuration window appears.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 52 of 59

Page 53: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date

2. Enter the E-Notebook server system name and instance name of the SQL server where the E-Notebook database is located.

Enter the schema user and the new password.

Enter the E-Notebook database name.

Click Test to ensure you can connect to the database with the schema user and password specified.

A ‘connection succeeded’ message is displayed.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 53 of 59

Page 54: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Date3. Click OK to close the

message box.

Enter the location of ‘ENotebook.mst’ in the Structure File text box. This file is one of the six files that make up the Structure Index files that you had generated earlier. If you placed the Structure Index Files on a different system than the E-Notebook Web service, you need to provide a UNC path to the shared folder. Make sure the IIS service account has ‘modify’ permissions on this shared folder.

Keep the default the name and location of the SqlConfig.xml file and click OK.

A dialog for the successful creation of the configuration file is displayed.

Conclusion re. Changing ‘Schema User’ Password

All tests meet expected results.

Pass Variance

4. E-NOTEBOOK CLIENT CONFIGURATION INSTRUCTIONS

4.1.PrerequisitesAt least one E-Notebook client needs to be setup in order to create the configuration file that can be pushed out to all additional E-Notebook client systems. There are three components that need to be installed on the E-Notebook Client:

ChemBioOffice 12 core installer that contains the ChemDraw ActiveX Const11 version 12

E-Notebook SQL client installer

Activation override registry file

A manual installation is preferred on the initial E-Notebook client and a ‘push’ installation is recommended for all additional E-Notebook clients. For a manual installation double click the CambridgeSoft supplied .msi installer files and go through the install wizard accepting the defaults.

For a ‘push’ or silent installation, the following command line parameters can be used on the .msi installers:

ChemBioOffice core installer

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 54 of 59

Page 55: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

msiexec /i " CambridgeSoft_ChemDraw_ActiveX_Enterprise_Constant_12.0.msi " /qn

E-Notebook client installer

msiexec /i " CambridgeSoft_ENotebook_12.01.msi " /qn

4.2.E-Notebook Client to Middle-Tier Connection Configuration

Each E-Notebook client must be configured with the proper entries to connect to the E-Notebook Webserver. These settings are maintained in the ENClientConfig.xml file.

There are two methods to set up the E-Notebook client systems to connect to the middle-tier server. The first is to have each user launch the ‘E-Notebook Configuration’ tool and fill in the appropriate information that the E-Notebook or IT administrator provides. The second is for the administrator to set up one system and then provides the configuration file to all the clients.

Step User Input/Action Expected Results Actual Results

Initial/Date

1. From the Start menu, run E-Notebook Configuration and fill in all the fields with the data provided by the E-Notebook administrator.

The Configure E-Notebook Client dialog box appears.

   

2. Enter a service name

4. Note: The service name can be any name and will appear on the E-Notebook login screen. It is recommended that you enter a name that is easily identifiable, especially if multiple connections to different E-Notebook databases are configured.

3.

Select SQL server/LDAP Authentication or Windows authentication, depending on how

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 55 of 59

Page 56: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

Step User Input/Action Expected Results Actual Results

Initial/Date

the E-Notebook user accounts are (or will be) setup.

For SQL/LDAP authentication, there are fields for the userid and password on the Login dialog.

For Windows authentication, the userid will be pre-filled (and not editable) with the userid for the person currently logged into the Windows account. There is no password field because the credentials used to log into the Windows account is also used to log into E-Notebook.

If you use Windows or LDAP Authentication for user login, the initial connection to the E-Notebook database by the Notebook administrator should still be with ‘SQL Server Authentication’. No Windows or LDAP users exist yet at this point and need to be created first by the administrator.

4. Under Server Connection, select Web Service URL. The URL should be entered in the form:

http://[middle-tier servername]/ enservice/enservice.asmx

where [middle-tier servername] is the name of the server where you installed the E-Notebook Web service.

5. Click OK. The ‘ENClientConfig.xml’ file will be created in: [AppData]\CambridgeSoft\E-Notebook\12.0\On Windows XP this will be: C:\Documents and Settings\All Users\Application Data\CambridgeSoft\E-Notebook\12.0\

On Windows Vista, this will be: C:\ProgramData\CambridgeSoft\E-Notebook\12.0\

Note: The [AppData]

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 56 of 59

Page 57: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

Step User Input/Action Expected Results Actual Results

Initial/Date

folder is by default hidden on the Windows OS.

After performing the configuration steps, the system is completely configured to connect to the E-Notebook database. The ENClientConfig.xml configuration file from this system can be copied to all clients so that the steps do not have to be performed by each individual.

6. Browse to the [AppData] folder on the configured client system.

The folder is open.

7. Copy the ‘ENClientConfig.xml’ file to the corresponding application data folders on all client systems.

The ENClientConfig.xml configuration file from this system is copied to all clients so that the steps do not have to be performed by each individual.Client configuration is completed.

Conclusion re. E-Notebook Client to Middle-Tier Connection Configuration

All tests of the configuration meet expected results.

Pass Variance

4.3.Adobe PDF Printer Configuration

For each client who wants to use the export to PDF functionality, Adobe Acrobat Pro must be installed. The PDF printer on these clients needs to have the option 'Rely on system fonts only: do not use document fonts' unchecked.

Step User Input/Action Expected Results Actual Results

Initial/Date

1. Click the Start button and choose Printers and Faxes.

The Printers and Faxes dialog box opens.

2. Right-click the Adobe PDF printer icon and select Printing Preferences in the context menu.

The Adobe PDF Printing Preferences dialog box opens.

   

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 57 of 59

Page 58: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

Step User Input/Action Expected Results Actual Results

Initial/Date

3. Click the Adobe PDF Settings tab. The Adobe PDF Settings tab is selected.

4. If the Rely on system fonts only: do not use document fonts check box is checked, uncheck it.

The ‘Rely on system fonts only: do not use document fonts” check box is unchecked.

5. Click Apply.

6. Click OK. The ‘Adobe PDF Printing Preferences’ dialog box closes.

7. Close the Printers and Faxes dialog box. The ‘Printers and Faxes’ dialog box closes.

Conclusion re. The Adobe PDF Printer is configured. All tests of the configuration meet expected results.

Pass Variance

4.4.Confirm Proper Configuration of the Three Tiers

Before deploying the ‘ENClientConfig.xml’ file to all client systems, it is recommended to confirm the proper setup of all three tiers by logging into E-Notebook and performing some basic tasks.

 Step User Input/Action Expected Results Actual Results Initial/Date1. Launch E-Notebook from the

start menu and login using the pre-defined SQL administrative user account with login/password ‘ELNAdmin/ELNAdmin’.

This dialog box is displayed:

   

2. Create a new ‘Chemistry Notebook’ with a reaction page.

During these tasks no errors should show otherwise there is a problem with one of the three tiers. If you are unable to troubleshoot

   

3. Draw a reaction and save it to the database.

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 58 of 59

Page 59: Installation Qualification for E-Notebook 11 at Genzymemedia.cambridgesoft.com/support/Jorge/E-Notebook SQL 12.0... · Web view32-bit and 64-bit SQL Server SQL Server 2005 SP2/SP3

 Step User Input/Action Expected Results Actual Results Initial/Datethe problem, contact CambridgeSoft support.

4. Perform a structure search for one of the reagents you submitted.

5. Export the notebook page to Microsoft Word and/or PDF.

6. Create a new non-admin E-Notebook user account (Windows, LDAP or SQL authentication) and login as this user.

Conclusion re. Confirm Proper Configuration of the Three Tiers

All tests meet expected results.

Pass Variance

Reviewed By: Date:

Confidential CambridgeSoft Corporation Page 59 of 59