Direct Smile Cross Media Installation

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Seite 1 von 23 DirectSmile Installation Requirements and Execution January 2009

Transcript of Direct Smile Cross Media Installation

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DirectSmile Installation

Requirements and Execution

January 2009

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Index A: Pre Installation Tasks ...................................................................................................................... 3

1. Server operating System: ............................................................................................................ 3

2. Additional Server components: ................................................................................................... 3

3. Update the System: ..................................................................................................................... 4

4. Altering SQL Server settings: ....................................................................................................... 4

B: Installing DirectSmile Components ................................................................................................. 6

1. Installation of the DirectSmile Generator ................................................................................... 6

2. Preparing SMB Shares and User rights ........................................................................................ 6

3. Connect SMB Shares to Drive letters .......................................................................................... 7

4. Install the DirectSmile CrossMedia Server components ............................................................. 8

5. Configuration of the IIS Server settings ..................................................................................... 10

6. Setting up File Transfer Protocol Services: ................................................................................ 15

7. Configuration of the DirectSmile Components ......................................................................... 18

8. System Maintenance ................................................................................................................. 23

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A: Pre Installation Tasks

To prepare a system for the Installation of a DirectSmile CrossMedia Server, the following pre

installation Tasks should be fulfilled.

1. Server operating System:

The server operating system has to be chosen, depending on the system properties. An overview of

the recommended Operating systems can be found in the Hardware Requirements.

A DirectSmile Media Server System, should contain 8 GB of RAM and thus needs an x64 Server

Operating System. DirectSmile recommends the Installation of Microsoft Windows Server® 2003 R2

SP2, x64 Std Edition.

After installing the Operating System, you need to update the system to Service Pack 2.

The installation of any other necessary updates from the Microsoft Update Service should be done

after the pre required Software is completely installed.

The Server needs a unique public IP address and Nameserver Entry. If you plan to use CrossMedia E-

Mail functionalities, you also need a valid MX (Mail Exchange) Entry as well as a reverse lookup for

the MX Entry. These are necessary, to identify your CrossMedia server as a valid Mail Exchange

Server, to avoid the rejection of the CrossMedia Mailings by Spam filters.

2. Additional Server components:

Once the Operating system is installed, you need to add the following components:

IIS Internet Information Server including:

FTP Services WWW Service Active Server Pages SMTP Service (if you are not using an external Mail Server)

Message Queuing

Microsoft .NET Framework 3.5 Redistributable Service Pack 1 (x64)

(When using an x64 Server Operating system, the .Net Framework needs to be x64 as well!)

Microsoft SQL Server Express Edition SP2 (x64)

(When using an x64 Server Operating system, the SQL Server needs to be x64 as well!)

Microsoft SQL Server Management Studio Express

Microsoft Silver light

Adobe Acrobat Reader

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3. Update the System:

After installing all additional Server components, it is recommended to run the Windows Update

Service, to obtain and install the latest patches and fixes to the system.

4. Altering SQL Server settings:

For DirectSmile CrossMedia Server Enterprise Edition Only, the TCP/IP Transport Protocol needs to

be enabled.

To do so, click Start -> All Programms -> Microsoft SQL Server 2005 -> Configuration Tools -> SQL

Server Configuration Manager.

In the SQL Server Configuration Manager open the “SQL Server 2005 Network Configuration” and

enable TCP/IP in the Protocols Section.

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For the settings to take effect, you need to restart you “SQL Server Service” to do so go to “Start ->

Run” and enter “services.msc” into the field. Click “OK”. Search for “SQL Server (SQLEXPRESS)”, right

click the list entry and click “Restart”.

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B: Installing DirectSmile Components

1. Installation of the DirectSmile Generator

Execute the DirectSmile Generator Installer and follow the installation Wizard.

Once the installation is finished, start the DirectSmile Generator and follow the Licensing procedure

to activate the Application if necessary.

2. Preparing SMB Shares and User rights

Open a windows Explorer and create a Folder “C:\DSMUsers”.

Right click the folder and choose “Properties”.

On the Security Tab add the “Network Service” user to the list and grant “Full Control”

Click “OK”.

On the Sharing Tab choose “Share this folder” and then click the “Permissions” button on the

right hand side of the Form.

Grant “Full Control” to the user “Everyone” in the “Share Permissions”.

Click “OK” and then “OK” again on the Properties Form.

Now browse to your “DirectSmile Generator” Folder, which according to the used Operating

System should reside in “C:\Program Files\DirectSmile Generator” or in “C:\Program Files

(x86)\DirectSmile Generator”.

Again open the properties and repeat the steps above to alter the Security and Sharing

settings.

Now browse back to “C:\DSMTemp”.

Jet again open the properties and repeat the steps above to alter the Security and Sharing

settings.

After this choose the “WebSharing” tab and set it to Share on: “Default Web Site”.

Now choose the “Share this folder” option.

In the Alias field enter “DSMImages” and choose “Read” in the Access permissions area.

In the Application permissions area, choose “None”.

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3. Connect SMB Shares to Drive letters

In the Windows Explorer open the Tools menu and choose “Map Network Drive”.

Choose the Drive I and connect it to the Folder “\\localhost\DSMTemp”.

Make sure the “Reconnect at logon” box is checked.

Click Finish.

Using this method, connect “\\localhost\DSMUsers” to “U” and “\\localhost\DirectSmile Generator”

to “X”.

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4. Install the DirectSmile CrossMedia Server components

Execute the “Setup.exe”.

Accept the License Agreement.

When the setup Procedure asks for the Connection String to the SQL Server, open the “Microsoft SQL

Server Management Studio Express” and copy the Server Name from the “Connecting to Server” field

to the “Server Instance Name” field of the Setup.

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Click “Next” on the following Screen if you do not need to alter the WebSite address.

(Recommended)

Wait for the Installation to finish.

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5. Configuration of the IIS Server settings

To add the additional Internet Information Server Settings, click Start -> Run and enter “inetmgr”

then click “OK”.

Browse to “Web Sites” and right click “Default Web Site”. Choose “Properties” and then choose

“Documents” from the Tabs. Click the “Add” button and enter “login.aspx” in the “Default content

page” field. Click “OK”.

Click “Apply”. In the following dialog, choose “DSMO” and click “OK”.

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Now choose the “HTTP Headers” Tab and click the “Mime Type” button in the lower part of the form.

Click the “New” button and enter “.xap” in the top field and “application/x-silverlight-app” in the

lower filed. Then click “OK”.

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Again choose the “New” button and enter “.dhtt” in the top Field and “text/xml” in the lower field.

Then click “OK”.

Now click on the “Home Directory” tab on top of the Window.

Choose “Configuration” on the lower right side of the Form.

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Click “Insert” and browse to “C:\Windows\Microsoft.NET\Framework(64 if x64 OS)\v2.0.50727” Mark

the ”aspnet_isapi.dll” and click “Open”. Please make sure that the “Verify that file exists” option is

NOT checked. Then “OK” and again “OK”.

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Finaly go to the “WebService Extensions” in the tree structure and make sure, that the “Status” of

“ASP.NET v2.0.50xxx” is set to “Allowed”.

After all settings have been changed, the Internet Information Server needs to be restarted. To do so

Click Start -> Run and enter “iisreset” into the field. Then click “OK”.

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6. Setting up File Transfer Protocol Services:

If you are not already in the Inetmgr, click Start -> Run and enter “inetmgr” then click “OK”.

Browse to “FTP Sites” -> “Default FTP Site”. Right click on “Default FTP Site” and choose “New” ->

“Virtual Directory”.

Into the Alias Field enter “uploads” and click “Next”.

In the next window, click “Browse” and browse to “C:\DSMTemp”. Here click “Make new Folder” and

create a subfolder in “C:\DSMTemp” named “uploads”. Mark this folder and click “OK”.

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Click “Next”.

Set Permissions to “Read” & “Write”. Then click “Next” and “Finish”.

Close the “Inetmgr” and open a Windows Explorer. Browse to your “C:\DSMTemp\uploads” Folder.

Right click the Folder and choose “Properties”. Click the “Security” Tab and add the “Network

Service” user to the List of users. Grant the “Network Service” “Full Control”.

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Now browse to your “C:\Windows\Temp” folder and the “C:\inetpub\wwwroot\DSMO” folder.

Repeat the step above for these folders as well. Make sure you grant “Full Control” to this folder for

the “Network Service” user.

These steps are important for the functionality, to FTP Upload sets or Documents to the Server. Once

the Sets or Documents are uploaded to the “C:\DSMTemp\Uploads” folder, they will be

uncompressed by the “Network Service”. The uncompressed Files will be temporarily stored into the

“C:\Windows\Temp” folder, before these Files will be added to the DirectSmile Online Repository.

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7. Configuration of the DirectSmile Components

Open a Windows Explorer and browse to your DirectSmile Generator Directory and in there open

“\System\Tools” start the “DSMWatchDog.exe”.

The “WatchDog” Icon will appear in you TaskBar and announce that the “WatchDog” has

been started.

Now open you Internet Explorer and enter “http://localhost/dsmo” into the URL bar.

When prompted for the Username and Password, enter the Default Super user Credentials “su” “su”

and click “Login”.

Click the Settings Button in the Top Menu of the DirectSmile Online Server Frontend.

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Web Directories

In the “Base URL”, enter the URL to your DirectSmile Online, e.g.

“http://dsmo.directsmile.de/DSMO”.

In the “Virtual Path”, enter the local path to your DSMO, e.g. “C:\Inetpub\wwwroot\dsmo”.

DirectSmile Working Directory

In the “DirectSmile Working Directory” enter the path to your DirectSmile Generator Application, e.g.

“C:\Program Files\DirectSmile Generator”.

User Directories

In the Local User Folder enter the local path to the dsmusers directory, e.g. “C:\DSMUsers”.

In the Mapped User Path enter the drive letter that was mapped to the users folder, e.g. “U:”.

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Image and Document Repository

In the Local Image Repository Path, enter the local path to the Image repository, e.g. “C:\DSMTemp”.

In the Image Repository Path, enter the drive letter that was mapped to the Repository folder, e.g.

“I:”.

In the Image Repository URL, enter the WebShare path that was defined earlier, e.g.

“http://dsmo.directsmile.de/dsmimages”.

FTP Directories

In the “local Upload Folder”, enter “C:\DSMTemp\uploads”.

In the “FTP Host”, enter the external IP Address of your “DirectSmile CrossMedia Server”.

In the “FTP Subfolder”, enter “uploads”.

In the “FTPUsername” and “FTPPassword”, enter either anonymous (default) or the FTP User that

you have chosen.

The rest of the settings are mandatory.

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Now choose the “Servers” button on top of the page. In the top right are of the screen, you can add

the number of “ProductionServers”, that your system is able to support, by repeatedly pressing the

“+” button, until the number of “Planed” Instances matches your licenses or the capacity of the

Server.

After a view seconds, the “Watchdog” should begin to execute “ProductionServer” Instances.

The grey bar now indicates the DirectSmile Generator Application, which controls the

“ProductionServer” Instances (green bars).

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Now it is time to test the system. To do so, choose “Sets” from the top bar of the Page. Choose a Set

by clicking on the Thumbnail to load the test page.

Enter some Text into the Text field and then click “Get Image”. After a view seconds, the rendered

Image should appear on the screen.

Congratulations, your system is now ready to be used.

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8. System Maintenance

A view things to take care off after a successful installation:

1. Do not logout from the Console, since it has to run the Production Server Instances and the

DirectSmile Generator application. Rather lock the console to prevent unauthorized access.

2. If you choose to Remote Desktop into the Machine, please beware, that you might get

another user session then the account which runs the DirectSmile Generator. If you do not

initially see the DirectSmile Components on your screen after login, check whether there is

another account logged in, that might be running them. To do so, open the “Task Manager”

and choose the “Users” tab on the top right. Right click another session and choose

“Connect” from the Menu.

3. If you experience any trouble with the DirectSmile CrossMedia Server, make sure that all 5

components of the Server System are up and running. These are:

a. Microsoft Internet Information Server (Services)

b. Microsoft SQL (Express) Server (Services)

c. DirectSmile Online Backend (Services)

d. DirectSmile Generator

e. DirectSmile Production Server Instances (times x depending on Licenses and Server

capabilities)