installguide

LDRPS Installation GuideVersion 10.1

Last updated: Monday, April 30, 2007 2:29 pm

Copyright © 2007 Strohl Systems Group, Inc. All Rights Reserved.

This manual, as well as the software described in it, is furnished under license and may only be used or copied in accordance with terms of such license. Companies, names, and data used in examples herein are fictitious unless otherwise noted.

Except as permitted by such license, no part of this book may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of Strohl Systems Group, Incorporated.

LDRPS is a registered trademark of Strohl Systems Group, Inc. Strohl Systems, the Strohl Systems logo, Incident Manager, The Living Disaster Recovery Planning System, LDRPS DR-EZ, LDRPS Multi-Level PLUS, the LDRPS logo, BIA Professional, Business Impact Analysis Professional, the BIA Professional logo, PLANet, and the PLANet logo are trademarks of Strohl Systems Group, Inc. LDRPS and PLANet covered by U.S. Patent No. 6,754,674.

Microsoft is a registered trademark and Windows is a trademark of Microsoft Corp. Crystal Reports and Crystal Reports Professional are trademarks of Business Objects. All other brand or product names are trademarks or registered trademarks of their respective holders.

Strohl Systems Group, Inc., 631 Park Avenue, King of Prussia, PA 19406, USA

Printed in the USA.

Reference Number: A02-10-31

Table of contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Using this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Special symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Other documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

LDRPS Administrator Guide. . . . . . . . . . . . . . . . . . . . . 6LDRPS User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Crystal Reports Online Help . . . . . . . . . . . . . . . . . . . . . 6

Getting further assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 1. Before you install LDRPS . . . . . . . . . . . . . . 9Uninstalling previous versions of LDRPS. . . . . . . . . . . . . . . 9Locating installation instructions . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2. LDRPS Web configuration . . . . . . . . . . . . 11Understanding the LDRPS Web configuration . . . . . . . . . 11

Using multiple servers . . . . . . . . . . . . . . . . . . . . . . . . . 12Task 1: Preparing the database server . . . . . . . . . . . . . . . . . 14

Installing prerequisite software . . . . . . . . . . . . . . . . . 15Task 2: Preparing a services server . . . . . . . . . . . . . . . . . . . 15

Installing prerequisite software . . . . . . . . . . . . . . . . . 16Task 3: Preparing an LDRPS web server. . . . . . . . . . . . . . . 16

Installing prerequisite software . . . . . . . . . . . . . . . . . 17Task 4: Installing LDRPS on a web server. . . . . . . . . . . . . . 18Task 5: Creating the LDRPS database and database users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Task 6: Updating your LDRPS database to a newer version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Task 7: Installing LDRPS services . . . . . . . . . . . . . . . . . . . . 26Task 8: Pointing servers to the LDRPS database . . . . . . . . 29

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LDRPS Installation Guide

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Task 9: Preparing a Crystal Reports workstation . . . . . . . 30Installing prerequisite software . . . . . . . . . . . . . . . . . 31

Task 10: Installing Crystal Reports. . . . . . . . . . . . . . . . . . . . 31Requirements for connecting to LDRPS Web. . . . . . . . . . . 32

Chapter 3. LDRPS Enterprisemulti-user configuration . . . . . . . . . . . . . 33Understanding the LDRPS multi‐user configuration . . . . 33Task 1: Preparing the LDRPS database server . . . . . . . . . . 34

Installing prerequisite software . . . . . . . . . . . . . . . . . 35Task 2: Preparing a stand‐alone workstation . . . . . . . . . . . 35

Installing prerequisite software . . . . . . . . . . . . . . . . . 35Task 3: Installing Crystal Reports on stand‐alone workstation(s) . . . . . . . . . . . . . . . . . . . . . . . . . . 36Task 4: Installing LDRPS on stand‐alone workstation(s) . . . . . . . . . . . . . . . . . . . . . . . . . . 37Task 5: Creating the LDRPS database and users . . . . . . . . 40Task 6: Updating your LDRPS database to a newer version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Task 7: Pointing a stand‐alone machine to the LDRPS database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Chapter 4. Accessing LDRPS . . . . . . . . . . . . . . . . . . . 47Starting LDRPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Logging on to LDRPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Changing your LDRPS password . . . . . . . . . . . . . . . . . . . . 49Eliminating the .Net security warning . . . . . . . . . . . . . . . . 49

Preface

Strohl Systems’ LDRPS (Living Disaster Recovery Planning System) helps you gather essential company information, and organize it into effective, dynamic plans.

Strohl Systems provides high‐quality business continuity planning solutions for organizations of all sizes and levels of complexity.

Using this bookThe LDRPS Installation Guide describes how to install LDRPS.

It is organized into a table of contents and 4 chapters. The following information will help you navigate this book.

Special symbols

This book uses two symbols to identify special information:

The pencil icon is used for tips. Tips include cross‐references, shortcuts, detailed explanations of terms, and suggestions for how to complete a task.

The exclamation point is for cautions. Cautions include warnings and strong suggestions.

Other documentationStrohl Systems also recommends the LDRPS Administrator Guide, LDRPS User Guide, and the Crystal Reports Online Help.

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LDRPS Administrator Guide

After you install LDRPS, consult the LDRPS Administrator Guide, which describes how to perform advanced functions like creating user accounts, defining your plan structure, and customizing LDRPS.

LDRPS User Guide

The LDRPS User Guide describes how to use LDRPS to collect information about your company and build response, recovery, and resumption plans. It presents proven planning methods that are based upon years of experience of business continuity experts.

Crystal Reports Online Help

The Crystal Reports online Help provides detailed instructions on using the Crystal Reports software that is used for customizing LDRPS report designs.

Getting further assistanceStrohl Systems provides thorough support to its customers through documentation, training, MyStrohl.com (a customer‐geared website designed to meet your company’s specific needs), Techie e‐mail alerts, and technical support available through phone, fax, or e‐mail.

Printed documentation. You can print out PDF versions of the books, which you can find in the Books folder of your installation CD.

Training. Strohl Systems offers free and unlimited training for all our product users at our corporate headquarters in King of Prussia, PA, and at our European training facility in London, England. We also have a full range of online training options. To sign up for any of these courses, visit MyStrohl.com.

MyStrohl.com. This site was created for you, the customer. MyStrohl.com gives you access to the Strohl Systems Customer

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Preface

Support knowledge base and the latest news in business continuity planning. Use MyStrohl.com to sign up for training classes, submit requests for enhancements, or download product updates.

Techie e‐mail alerts. To be informed whenever Strohl Systems releases new or updated products, sign up for the Techie e‐mail alerts. These automatic alerts also distribute whenever a patch becomes available. See MyStrohl.com for more information.

Technical support. We realize that sometimes answers to your specific questions can’t be addressed in the above methods. Sometimes your situation is a little more complex and requires a one‐on‐one approach. Or sometimes you would just rather speak to a real person. For those reasons, Strohl Systems is proud to provide technical support to all its customers. Assistance is available 24 hours a day through phone, fax, or e‐mail.

USA: (800) 4‐STROHL

International: +1 610 878 2644

Fax: +1 610 768 4135

E‐mail: [email protected]

System requirementsBecause system requirements can change frequently, please find the latest and most complete list of system requirements at http://www.mystrohl.com.

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1 Before you install LDRPS

Before performing any installation procedures, uninstall any previous versions of LDRPS, then locate the chapter that contains the instructions for your installation configuration.

Uninstalling previous versions of LDRPSBefore installing any LDRPS build, stop all LDRPS services and uninstall all previous versions of LDRPS.

To stop LDRPS services:

1. Stop all LDRPS services that are running on this machine.

Depending on your current installation, one or more of the following services may be installed on this machine:

— LDRPS Document Converter

— LDRPS Report Manager

— LDRPS Publisher

— LDRPS Scheduler

— Strohl Master

To uninstall previous LDRPS versions:

1. Open the Windows Start menu, choose Settings, and choose Control Panel.

2. Double‐click Add or Remove Programs.

3. Highlight the old version of LDRPS and click Remove.

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Locating installation instructionsUse this chart to locate the instructions that apply to your installation configuration:

After you install and configure LDRPS, log on to begin accessing and customizing LDRPS. See Chapter 4.

Scenario Chapter

LDRPS Web configuration 2

LDRPS Enterprise multi-user configuration 3

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2 LDRPS Web configuration

This chapter describes the recommended configuration for LDRPS.

Understanding the LDRPS Web configuration

The LDRPS Web configuration is the recommended optimal deployment configuration for LDRPS customers.

Task Page

Understanding the LDRPS Web configuration 11

Task 1: Preparing the database server 14

Task 2: Preparing a services server 15

Task 3: Preparing an LDRPS web server 17

Task 4: Installing LDRPS on a web server 18

Task 5: Creating the LDRPS database and database users

20

Task 6: Updating your LDRPS database to a newer version

24

Task 7: Installing LDRPS services 25

Task 8: Pointing servers to the LDRPS database 29

Task 9: Preparing a Crystal Reports workstation 30

Task 10: Installing Crystal Reports 31

Requirements for connecting to LDRPS Web 32

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It allows LDRPS users to access LDRPS from almost any machine that has internet access (see page 32 for specific access requirements.)

Whenever LDRPS updates are available, you will be required only to perform updates on the Web server(s), services server(s), and on any Crystal Report machines.

It allows LDRPS to offload CPU‐intensive jobs, such as scheduling, publishing, and document conversion.

The following illustration depicts the standard LDRPS Web configuration. Detailed requirements and installation instructions appear in the rest of this chapter.

Figure 3.1. LDRPS Web configuration

Using multiple servers

Depending on the number of users who will be using LDRPS, you may decide to employ more than one Web server and services servers in your installation. Installing to multiple servers allows your installation to better handle extremely high traffic periods and CPU‐intensive activities.

Here are some examples of why you might want to set up additional temporary or permanent servers:

s e rv ic es s e rv e r

LDRPS W eb s e rv e r

LD R PSd atab ase

IE-c onnec tedw orks ta tions

Cry s ta l Repo r t W r ite rw o rks ta tion

Ne tw o r k

da tabas e s e rv e r

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LDRPS Web configuration

Temporary needs

You are building your LDRPS database for the first time. You have asked all users to spend the next 3 weeks entering all information into LDRPS. You set up an additional Web server for those 3 weeks.

As part of your LDRPS rollout plan, you are ready to implement the use of the LDRPS documents dictionary. To handle the unusually high number of document conversions that will be performed during this period, you set up an additional Document Converter Service server.

At the end of each fiscal year, your financial division prints hard copies of the accounting plans for all of your business units. You set up a Publisher Service server to handle the high number of publish requests that occur during this activity.

Permanent needs

Your company has 180 concurrent users. Following the hardware recommendations, you set up two Web servers. You point 90 users to the first Web server, and 90 users to the second.

As your number of concurrent users has grown, some users have been experiencing longer than usual wait times for their reports to appear. You set up a Report Manager Service server to improve the performance.

The following illustration depicts the standard LDRPS Web configuration using multiple Web and services servers. Detailed requirements and installation instructions appear in the rest of this chapter.

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Figure 3.2. LDRPS Web configuration (multiple Web and services servers)

Task 1: Preparing the database server A separate database server is recommended for installations with 5 or more concurrent users. Perform this task only if you want your LDRPS database to be stored on a different server than LDRPS Web.

The server you choose to use as your LDRPS database server should meet the following specifications.

For the latest and most complete list of system requirements, visit http://www.mystrohl.com

OS requirements

Windows 2003 server (English OS only)

Schedulerservices server

Document Converterservices server

LDRPS Web server 1

LDRPSdatabase

IE-connectedworkstations

Crystal Report Writerworkstation

Network

database server

LDRPS Web server 2

Publisherservices server

Report Managerservices server

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Minimum hardware requirements

Installing prerequisite software

Prepare the LDRPS database server. You will create the LDRPS database in Task 5 on page 20.

To prepare the database server:

1. Install the database software, which will act as the LDRPS database server.

Enterprise customers: Install Microsoft SQL Server 2005 or Oracle 10g.

Professional customers: Install Microsoft SQL Server Express 2005.

Configure SQL Express for mixed mode authentication.

Task 2: Preparing a services server A separate services server is recommended for installations with 10 or more concurrent users. The services server is used to process certain CPU‐intensive jobs, including document conversion, reports management, scheduling, and publishing.

Depending on the needs of your users, you may want to create a services server for each individual LDRPS service type. For example, you may want to create a server that handles all

Concurrent users Processor Memory

5 1.7 GHz Pentium 4 1 GB

10 2 GHz Pentium 4 1 GB

25 2 Ghz Dual Pentium 4 2 GB

50 2 Ghz Dual Xeon 4 GB

75 3 GHz Dual Xeon 6 GB

100 3 GHz Quad Xeon 8 GB

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publishing, another server that handles all document conversion, etc. You can install each of the services to different servers.

Any machine you choose to use as an LDRPS services server should be a dedicated server that meets the following specifications.


OS requirements




Prepare an LDRPS services server by installing prerequisite software.

To prepare the services server:

1. If you plan to install the Document Converter service on this machine, install Microsoft Office 2003 (or later), which will be used to manage files in the LDRPS Document dictionary.

Once installed, launch Microsoft Office and perform any initial required action, such as responding to and disabling any messages that appear, properly registering the product, and specifying relevant product settings.

2. Install .Net Framework 2.0.


10-25 2 GHz Dual Pentium 4 4 GB




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Task 3: Preparing an LDRPS web serverDepending on the number of concurrent users you have, and depending on the capacity of your Web server hardware, you may want to prepare more than one Web server.

Any server you choose to use as an LDRPS web server should be a dedicated server that meets the following specifications.


OS requirements




Prepare your LDRPS web servers by installing prerequisite software.

To prepare a web server with prerequisite software:

1. Install IIS.


IIS must be installed before you install the .Net framework.




25 2 GHz Dual Pentium 4 2 GB


75 2.6 GHz Dual Xeon 4 GB


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3. In order to license the Web server, you will also need to have an internet connection.

Launch all applications that LDRPS will use on this machine and perform any initial required actions. For example, if you have installed Microsoft Word on this machine, launch Microsoft Word and:

— respond to and disable any messages that appear;

— properly register the product; and

— specify relevant product settings.

Task 4: Installing LDRPS on a web serverFollow these steps to install the LDRPS application to a Web server.

To install LDRPS on the web server:

1. At the web server, log on as an administrator.

Make sure you install LDRPS as an administrator.

2. Insert the LDRPS installation CD into the CD drive.

If the LDRPS install program does not start automatically, you can launch it manually. Open the Windows Start menu and choose Run, then type d:\setup, where d:\ is the CD drive letter, and click the OK button.

3. Click Install LDRPS.

4. Review the instructions in the Welcome screen, then click the Next> button.

5. Review all details of the Strohl Systems License Agreement. Click I accept the terms in this license agreement and click the Next> button to continue the installation process.

6. Set product licensing details:

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Enter your LDRPS license key.

Click the Next> button.

7. Click the Custom button, then click the Next> button.

8. Choose the LDRPS elements to install on this server, and specify where to install them.

Install LDRPS Web:

— Click LDRPS Web in the tree.

— Choose This feature will be installed on local hard drive.

— Click the Change... button and choose where to install LDRPS Web.

If you plan to create a separate server to run services and if you do NOT want to install services to this machine:

— Click LDRPS Services in the tree.

— Choose This feature will not be available.

To create a separate services server, follow the instructions in Task 6 on page 25.

If you do not want to install LDRPS Standalone:

— Click LDRPS Standalone in the tree.



9. To install under the default website:

Choose Create Virtual Directory, then click the Next> button.

Verify or change the name of the Virtual Directory, then click the Next> button.

Or to install LDRPS as a new website:

Choose Create New Website and click the Next> button.

Verify or change the name of the website, then click the Next> button.

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Enter the IP Address and TCP Port for the website, optionally enter the Header for the new website, then click the Next> button.

Make a note of this address; LDRPS users will use it to access LDRPS. To verify this address later, right‐click the LDRPS 10 Web shortcut on the desktop of this Web server and choose Properties. The address appears in the URL field of the Web Document tab.

10. Perform the install:

Click the Install button.

When setup is complete, click the Finish button.

The LDRPS Configuration Administrator tool launches. Proceed to Task 5 to create a new database (page 20,) or Task 7 to connect to an existing one (page 29.)

Task 5: Creating the LDRPS database and database users

After installing LDRPS Web, the LDRPS Configuration Administrator tool opens for you to create the database and database users. Once you install LDRPS on a Web server, you must create the LDRPS database from that server. You should create the database from the first LDRPS Web server you create.

You only need to create a database once, but you will need to create a connection from all other servers to that database. See Task 8 on page 29 for more information.

If you installed an updated version of LDRPS, you also need to update your database version. See Task 6 on page 24.

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This task also explains how to create additional databases, including how to populate a mock database with sample data provided by Strohl Systems.

You should create additional “mock” databases in order to conduct internal training or to test LDRPS features before implementing them in your live database. Never use your live database for training or testing!

Optionally, use this task to create additional database users. If you are interested in tracking or controlling user activity at the database level, you can create additional database users as a means to do that.

To create an LDRPS database and user:

1. To start the LDRPS Configuration Administrator tool, open the Windows Start menu, choose Programs, choose Strohl Systems, choose LDRPS, and choose Configuration Administrator.

2. Set details for the database you want to create:

Enter the name of the server where this database will reside.

This is the database server you set up in Task 1 on page 14.

For Oracle 10g customers, you must use the server name specified in the tnsnames.ora file in your Oracle installation directory.

Enter a name for the database.

Enter the user ID and password that is used to access the database server.

This user ID must have security rights to create a database and users on the server.

Verify that your LDRPS keycode appears in the Key field.

3. Click the Create Database button.

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4. In the Create New LDRPS 10 Database window, click the Database and user button.

5. If you want this database to contain data from the LDRPS sample database, check the Populate database with sample data box.

6. Set new user details:

In the Database User Name to Create field, enter the user ID to create.

Enter and confirm this database user’s password.

Always follow your organization’s policies for password complexity. At a minimum, use a strong password that complies with the following LDRPS requirements:

— contains at least 8 characters,

— contains at least one lowercase letter,

— contains at least one UPPERCASE letter, and

— contains at least one number between 0 and 9.

7. Click the Start button.

8. Once the database is created, close the LDRPS Configuration Administrator tool.

To create additional database users:

1. In the LDRPS Configuration Administrator tool, specify an existing database:

Enter the name of the server where the database resides.



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Enter the name of the database you want to create a user ID for.


This user ID must have security rights to create database users on the server.


2. Click the Create Database button

3. In the Create New LDRPS 10 Database window, click the User Only button.










6. Once the user is created, close the LDRPS Configuration Administrator tool.

To create additional databases:

Never use your live database for training or testing!

1. In the LDRPS Configuration Administrator tool, set details

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for the database you want to create:









3. In the Create New LDRPS 10 Database window, click the Database Only button.





Whenever you install an updated version of LDRPS, you should also update your database version.

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To update your LDRPS database:


2. Specify the database you want to update:




Enter the name of the database.




3. Click the Update Database Version button.

Task 7: Installing LDRPS services Follow these steps to install one or more LDRPS services to a separate server.

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To install LDRPS services:

1. At the services server, log on as an administrator.

Make sure you install LDRPS services using an administrative account that has permissions to create users and read from the network domain’s active directory.









7. Click the Custom button, then click the Next> button.

8. Choose the LDRPS elements to install and where to install them.

To install all LDRPS services to this machine:

— Click Services in the tree and choose This feature, and all subfeatures, will be installed on local hard drive.

— Then click the Change... button and choose where to install this service.

Or to install a specific LDRPS service to this machine:

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— Click the specific service type (Document Converter Service, Report Manager Service, Publisher Service, or Scheduler Service).


— Click the Change... button and choose where to install the service.

For any LDRPS service that you do not want to install to this machine:

— Click LDRPS Services, or a specific service, in the tree.


Choose not to install LDRPS Web to this machine:



Choose not to install LDRPS Standalone:




9. If you are installing the Document Converter service to this machine, set up the Document Conversion Service account:

If you are using an existing account, enter the existing User Name, then enter and confirm the existing password.

This existing account must be a true Admin on the system.

Or to create a new account:

— Enter a new User Name.

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— Enter and confirm a password for this account.







10. Set service configuration details:

If you are installing the Document Converter service to this machine:

— Enter the IP address of the machine where the Document Converter service will be installed.

— Click the Next> button.

If you are installing the Report Manager service to this machine:

— Enter the IP address of the machine where the Report Manager service will be installed


If you are installing the Publisher service to this machine:

— Enter the IP address of the machine where the Publisher service will be installed.


If you are installing the Scheduler service to this machine.

— Enter the IP address of the machine where the Scheduler service will be installed.

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The LDRPS Configuration Administrator tool launches. Perform the next task (Task 7) to connect to an existing database.

12. Start services on this machine.

Task 8: Pointing servers to the LDRPS database

You must tell each Web server and each services server where to find the LDRPS database. To create an LDRPS database, see Task 5 on page 20.

To connect to the LDRPS database:

1. Open the Windows Start menu, choose Programs, choose Strohl Systems, choose LDRPS, and choose Configuration Administrator.

2. Set database details:




Enter the name of the LDRPS database.

Enter the user ID and password that is used to access

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this database server.






Enter the LDRPS keycode provided to you by Strohl Systems.

3. Click the Test Connection button

4. Once the database connection is confirmed, close the LDRPS Configuration Administrator tool.

Task 9: Preparing a Crystal Reports workstation

Crystal Reports workstations can be used to create and modify LDRPS reports. If you do not want the ability to create and modify any LDRPS report structures or formats, you do not need to configure these additional workstations. You can instead access LDRPS using a machine that meets the requirements listed on page 32.

Any machine that you want to use as a Crystal Reports workstation should meet the following specifications.



1.7 GHz Pentium 4

512 RAM available for use by LDRPS

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1 GB free space

OS Requirements

XP with SP2 (or later) (English OS only)


On each Crystal Reports machine, install prerequisite software.

To prepare a Crystal Reports machine with prerequisite software:

1. Install IE 6 with SP1 (or later).


Task 10: Installing Crystal ReportsFollow these steps to install Crystal Reports.

The license key for the installation is located on the Crystal Reports installation disk. Make a note of the key before you perform the installation steps.

To install Crystal Reports:

1. At each Crystal Reports machine, log on as an administrator.

Make sure you install Crystal Reports as an administrator.

2. Insert the Crystal Reports installation CD into the CD drive.

3. Run the installation program.

For detailed information on how to perform this installation, consult the Crystal Reports documentation.

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Requirements for connecting to LDRPS WebTo connect to LDRPS Web, the workstation you use must meet the following specifications.

Crystal Reports workstations can be used to create and modify LDRPS reports. If you want to create and modify any LDRPS report structures or formats, you must connect using a Crystal Reports workstation. See ʺTask 9: Preparing a Crystal Reports workstationʺ on page 30.



1.7 GHz Pentium 4

100 MB free space


Software requirements

Install IE 6 with SP1 (or later).

Install .Net Framework 2.0.

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3 LDRPS Enterprisemulti-user configuration

This chapter describes the LDRPS multi‐user configuration.

Understanding the LDRPS multi-user configuration

The following illustration depicts the LDRPS multi‐user configuration. Detailed requirements and installation instructions appear in the rest of this chapter.

Task Page

Understanding the LDRPS multi-user configuration 33

Task 1: Preparing the LDRPS database server 34

Task 2: Preparing a stand-alone workstation 35

Task 3: Installing Crystal Reports on stand-alone workstation(s)

36

Task 4: Installing LDRPS on stand-alone workstation(s) 37

Task 5: Creating the LDRPS database and users 40


44

Task 7: Pointing a stand-alone machine to the LDRPS database

45

33


Figure 4.1. LDRPS multi-user configuration

Task 1: Preparing the LDRPS database server

The server you choose to use as your LDRPS database server should meet the following specifications.


OS requirements






25 2 Ghz Dual Pentium 4 2 GB

50 2 Ghz Dual Xeon 4 GB



standaloneworkstations

LDRPSdatabaseLocal Area

Network

database server

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LDRPS Enterprise multi-user configuration


Prepare your LDRPS database server by installing prerequisite software.

To prepare the database server:

1. Install the database software, which will act as the LDRPS database server.

Enterprise customers: Install Microsoft SQL Server 2005 or Oracle 10g.

Professional customers: Install Microsoft SQL Server Express 2005.

Configure SQL Express for mixed mode authentication.

Task 2: Preparing a stand-alone workstationAny machine that you want to use as an LDRPS stand‐alone workstation should meet the following specifications.



5 GB free hard disk space


1.5 GHz Pentium 4

OS Requirements

XP with SP2 (or later) (English OS only)


On each client machine, install prerequisite software.

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To prepare a client machine with prerequisite software:

1. Install Microsoft Office 2003 (or later), which will be used to manage files in the LDRPS Document dictionary.

Once installed, launch Microsoft Office and perform any initial required action, such as responding to and disabling any messages that appear, properly registering the product, and specifying relevant product settings.

2. Install IE 6 with SP1 (or later).

3. Install IIS.


IIS must be installed before you install the .Net framework.

Task 3: Installing Crystal Reports on stand-alone workstation(s)

Crystal Reports is used to create and modify LDRPS reports. Follow these steps to install Crystal Reports on the stand‐alone workstations.

The license key for the installation is located on the Crystal Reports installation disk. Make a note of the key before you perform the installation steps.

To install Crystal Reports:

1. At each machine, log on as an administrator.

Make sure you install Crystal Reports as an administrator.

2. Insert the Crystal Reports installation CD into the CD drive.

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3. Run the installation program.

For detailed information on how to perform this installation, consult the Crystal Reports documentation.

Task 4: Installing LDRPS on stand-alone workstation(s)

Follow these steps to install the LDRPS application to your workstations.

To install LDRPS on stand-alone workstations:

1. At each client machine, log on as an administrator.

Make sure you install LDRPS as an administrator.









7. To perform a complete install, which installs all LDRPS files and services to this machine’s C:/ drive, click the

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Complete button, click the Next> button, then skip to step 12.

8. Choose the LDRPS elements to install and where to install them.

To install all services to the same location:

— Click Services in the tree and choose This feature, and all subfeatures, will be installed on local hard drive.

— Then click the Change... button and choose where to install this service.

To install LDRPS Web:



— Click the Change... button and choose where to install LDRPS Web.

To install LDRPS Standalone:



— Click the Change... button and choose where to install LDRPS Standalone.


9. To install under the default website:

Choose Create Virtual Directory, then click the Next> button.

Verify or change the name of the Virtual Directory, then click the Next> button.

Or to install LDRPS as a new website:

Choose Create New Website and click the Next> button.

Verify or change the name of the website, then click the Next> button.

Enter the IP Address and TCP Port for the website, optionally enter the Header for the new website, then

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click the Next> button.

Make a note of this address; LDRPS users will use it to access LDRPS.

10. Set up the Document Conversion Service account:

Enter the User Name, then enter and confirm the password.

This user must be a true Admin on the system.

Optionally complete the Full Name and Description fields.

Enter and confirm the password used to access the system.







11. Set service configuration details:

Enter the IP address of the machine where the Document Conversion service is or will be installed, then click the Next> button.

Enter the IP address of the machine where the Report Manager service is or will be installed, then click the Next> button.

Enter the IP address of the machine where the Publishing service is or will be installed, then click the Next> button.

Enter the IP address of the machine where the

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Scheduler service is or will be installed, then click the Next> button.




The LDRPS Configuration Administrator tool launches. Proceed to the next task (Task 5) to create the database.

13. Start services on this machine.

Task 5: Creating the LDRPS database and users

After installing LDRPS, the LDRPS Configuration Administrator tool opens for you to create the database and database users. Once you install LDRPS on a stand‐alone machine, you must create the LDRPS database from that machine.

You only need to create the database once, but you will need to create a connection from all other stand‐alone machines to the database. See Task 7 on page 45 for more information.

If you installed an updated version of LDRPS, you also need to update your database version. See Task 6 on page 44.

This task also explains how to create additional databases, including how to populate a mock database with sample data provided by Strohl Systems.

You should create additional “mock” databases in order to conduct internal training or to test LDRPS features before implementing them in your live database. Never use your live database for training or testing!

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Optionally, use this task to create additional database users. If you are interested in tracking or controlling user activity at the database level, you can create additional database users as a means to do that.

To create an LDRPS database and user:


2. Set details for the database you want to create:








3. Click the Create Database button.

4. In the Create New LDRPS 10 Database window, click the Database and user button.



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To create additional database users:

1. In the LDRPS Configuration Administrator tool, specify an existing database:




Enter the name of the database you want to create a user ID for.


This user ID must have security rights to create database users on the server.

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3. In the Create New LDRPS 10 Database window, click the User Only button.










6. Once the user is created, close the LDRPS Configuration Administrator tool.

To create additional databases:

Never use your live database for training or testing!

1. In the LDRPS Configuration Administrator tool, set details for the database you want to create:

Enter the name of the server where this database will

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reside.








3. In the Create New LDRPS 10 Database window, click the Database Only button.





Whenever you install an updated version of LDRPS, you should also update your database version.

To update your LDRPS database:

1. To start the LDRPS Configuration Administrator tool, open

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the Windows Start menu, choose Programs, choose Strohl Systems, choose LDRPS, and choose Configuration Administrator.

2. Specify the database you want to update:




Enter the name of the database.




3. Click the Update Database Version button.

Task 7: Pointing a stand-alone machine to the LDRPS database

You must tell each stand‐alone machine where to find the LDRPS database. To create an LDRPS database, see Task 5 on page 40.

To connect to the LDRPS database:

1. Open the Windows Start menu, choose Programs, choose Strohl Systems, choose LDRPS, and choose Configuration Administrator.

2. Set database details:

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Enter the name of the LDRPS database.

Enter the user ID and password that is used to access this database server.






Enter the LDRPS keycode provided to you by Strohl Systems.

3. Click the Test Connection button

4. Once the database connection is confirmed, close the LDRPS Configuration Administrator tool.

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4 Accessing LDRPS

This chapter describes the steps you should perform when you first access LDRPS. For detailed information on using LDRPS after you have logged in, see the LDRPS Administrator Guide and the LDRPS User Guide.

Starting LDRPSAfter all installation and setup steps are complete, launch the LDRPS application.

To start LDRPS:

1. Open Microsoft Internet Explorer.

2. Enter your LDRPS server address. By default, this address is http://servername/strohlsystems.ldrps.web/. However, you may have changed this address in ʺTask 4: Installing

Task Page

Starting LDRPS 47

Logging on to LDRPS 48

Changing your LDRPS password 49

Eliminating the .Net security warning 49

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LDRPS on a web serverʺ on page 18 or in ʺTask 4: Installing LDRPS on stand‐alone workstation(s)ʺ on page 37.

When you start LDRPS for the first time, an Internet Explorer message may appear below the task bar. This is because LDRPS launches in a window separate from the browser. To continue to the LDRPS Logon screen and to prevent this message from appearing again, right‐click on the message and choose “Always allow popups from this site.”

If your browser continues to block LDRPS from launching, check for any third‐party popup blocker that may be enabled on your machine.

Logging on to LDRPSLDRPS includes one predefined account: Admin. The Admin account is designed to be used by LDRPS administrators. It has access to every screen, feature, field, document, and report in LDRPS.

To learn how you can create additional user accounts with varying levels of LDRPS access, see the LDRPS Administrator Guide chapter, “Setting LDRPS Security.”

To log on to LDRPS:

1. Enter the LDRPS Administrator user name, Admin.

2. Enter the default LDRPS Administrator password, Ldrps10$, and click the Log On button.

This password is case‐sensitive.

3. If your user name and password are valid, the LDRPS home page opens.

If this is the first time you are logging on to LDRPS, you should change your password. See the next task.

Or if your user name and password are not valid, you will

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Accessing LDRPS

receive a logon error.

If you do not interact with LDRPS for 20 minutes or more, you will be logged off automatically. To continue using LDRPS, you must log on again.

Changing your LDRPS passwordOnce you have logged on to LDRPS for the first time, you should change the default password.

To change your password:

1. Click the Personal Settings button below the main toolbar.

2. Enter a new password.

3. Re‐type the new password and click the OK button.

Eliminating the .Net security warningIf your LDRPS web server has not been configured as a trusted site, a .Net security warning appears at the top of LDRPS windows. To prevent this message from appearing in the future, add LDRPS to your list of trusted sites.

Thoroughly review the security implications of trusting a site. If you decide not to add the LDRPS application as a trusted site, your access to LDRPS functionality will not be affected; however, you will continue to receive the .Net security warnings in LDRPS popup windows. To ignore a .Net security warning that appears in an LDRPS popup window, click the warning message. The message will disappear and you can continue working in LDRPS.

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