Dossier Installation Manual

Fleet Maintenance Software

Installation Manual

Version 6.4

Microsoft, Windows, and Excel are registered trademarks of Microsoft Corporation in the United States and/or other countries. Intel and Pentium are trademarks of Intel Corporation in the U.S. and other countries. Avery is a trademark of Avery Dennison Corporation. LoadMaster is a registered trademark of McLeod Software. Networkfleet is a registered trademark of Networkfleet, Inc. NAPA is a trademark of the National Automotive Parts Association. The GMC trademark and design are registered trademarks of GMC. Zonar and EVIR are registered trademarks of Zonar Systems. All other registered and unregistered trademarks are the property of their respective owners. Contents

Chapter 1: Prerequisites 1

SQL Server 1 Report Server 1 Windows Features 2 General 2

Chapter 2: Installing Dossier 5

Overview of the Dossier Installation Process 5 Uninstalling Prior Versions of Dossier 6 Installation Media 6 Creating a New Dossier Database 6 Upgrading a Dossier Database 9 Installing Dossier Services 11 Installing Dossier Reports 13 Running the Install Reports Installation Option 13 Running the Report Deployment Tool 15 Installing Dossier on Client Machines 17 Installing the Dossier Barcode Font 23 Disabling Data Execution Prevention (DEP) 24 Entering License Keys 28 Assigning User Account Types 30

Chapter 3: SQL Server Configuration 33

Configuring SQL Server for Network Access 33 Configuring Windows 7 Firewall 34 Configuring Server or Third-Party Firewalls 36 SQL Server Reporting Services Machine Selection 36 Establishing Report Server Email Settings 36

Chapter 4: Backing Up and Restoring the Dossier Database 37

Backing Up the Dossier Database 37

Dossier Installation Manual | iii Restoring a Dossier Database 40 Restoring Over an Existing Database 40 Restoring a Backup and Creating a New Database 40 Starting the Restore Process 40 Additional Procedure If Using SQL Server Authentication 41

Chapter 5: SQL Server Management Studio 43

Chapter 6: Pocket Dossier Installation and Configuration 45

Pocket Dossier Service Installation 45 Prerequisites 45 Installation Procedure 45 Pocket Dossier Installation 50 Prerequisites 50 Installation Procedure 50 Configuration 55 Configuring Pocket Dossier Service Access to the Dossier Database 55 Configuring Pocket Dossier to Use the Pocket Dossier Service 56 Registering the Pocket PC with Dossier 56 Firewall Settings for Pocket Dossier Service 57 Additional Configuration Tasks for Pocket Dossier Service 58 Installing ASP.NET on Windows 2008, 2008 R2, or 2012 58 Turning on ASP.NET in Windows 7 and Windows 8 60

Chapter 7: Dossier Data Exchange Installation and Configuration 61

Installing Dossier Data Exchange 61 Configuring the Event Broker 66 Starting the Dossier Event Broker 67 Starting the PM Schedule Update Service 68

Chapter 8: McLeod Integration Installation 69

Chapter 9: DCloud Client Coordinator Installation 75

iv | Contents Chapter 1: Prerequisites

SQL Server

If you have another edition of SQL Server to be installed, or if you wish to install SQL Server on a separate machine, the desired edition of Microsoft SQL Server must be installed on the target server system(s) before Dossier installation can be completed. The following SQL Server editions are supported.

l SQL Server 2008 (Standard), Service Pack 3 or later

l SQL Server 2008 R2 (Standard), Service Pack 2 or later

l SQL Server 2012 (Standard), Service Pack 1 or later The following SQL features must be included:

l Database Engine Services

l Reporting Services When installing and configuring SQL Server for use with Dossier, the following SQL features are optional:

l Management Tools – Basic When performing the Database Engine Configuration portion of the SQL Server installation, the following authentication mode must be specified:

l Mixed Mode (SQL Server authentication and Windows authentication)

Report Server

When installing and configuring the SQL Server Report Server for use with Dossier, in the “Server Configuration” dialog, the following service account information should be specified:

Service Account Name Password Startup Type

SQL Server Database NT AUTHORITY\NETWORK Automatic Engine SERVICE

SQL Server Reporting NT AUTHORITY\NETWORK Automatic Services SERVICE

SQL Server Browser NT AUTHORITY\LOCAL Automatic SERVICE

The Report Server Mode must be set to Native. To avoid possible security issues, the following steps should be performed by a user with administrative privileges after the SSRS Server is installed.

Dossier Installation Manual | 1 1. Right-click the Internet Explorer (or Internet Explorer 64 bit) icon in the Start > All Programs menu and select Run as Administrator. Click Yes at the prompt that displays. 2. Connect to the instance of SSRS (i.e., http://localhost/reports_sqlexpress). 3. On the Site Settings menu, click Security. 4. Click New Role Assignment. 5. If using Windows Trusted mode for SSRS, add the Windows user(s) or group of Windows accounts of the Dossier users (i.e., domain\windowsusername). If not using Windows Trusted mode, add the Windows user account with which Dossier will be connecting. Assign all listed roles, and click OK. 6. Click the Home link. 7. Click the Folder Settings button. 8. Click the New Role Assignment button. 9. Add the user account with which Dossier will be connecting, assign all listed roles, and click OK. 10. Close Internet Explorer. Refer to "Configuring SQL Server for Network Access" on page 33" for additional configuration steps.

Windows Features

The Microsoft Message Queue feature must be enabled for all Dossier 6.4 installations. For Windows 7 and Windows 8 installations: 1. Go to Control Panel > Programs and Features. 2. Select the Turn Windows features on or off option. 3. Select the checkbox next to Microsoft Message Queue (MSMQ) Server. For Windows Server installations: 1. Open the Add Roles and Features Wizard. This wizard can be opened from Control Panel > Programs and Features or from the Server Manager. 2. Proceed through the wizard (by clicking the Next button) to the Select Features window. 3. Select the Message Queuing option.

General

If installing SQL Server 2012 on Windows Server 2008 or Windows Server 2008 R2, the latest OS Service Packs should be installed. Refer to "SQL Server Configuration" on page 33 for help with SQL Server installation.

2 | Chapter 1: Prerequisites Dossier 6.4 only supports a new database or existing SQL databases from Dossier versions 5.1 and 6.* (levels 36 through 50). SQL Databases prior to Dossier 5.1 must be upgraded to Dossier 5.1 before they will be supported by Dossier 6.4. Any existing Dossier MS Access databases must be converted to SQL Server databases and upgraded to Dossier 5.1 before they can be used with Dossier 6.4. If your current Dossier installation is using an Access database, please contact Dossier Customer Support at 609-526-2820 or at [email protected].

Dossier Installation Manual | 3

Chapter 2: Installing Dossier

Overview of the Dossier Installation Process

An outline of the Dossier installation process steps is as follows: 1. If you are upgrading from a previous version of Dossier, back up the Dossier database. For more information, refer to "Backing Up the Dossier Database" on page 37. 2. Uninstall prior versions of Dossier on your computer(s). This topic is covered in this chapter under "Uninstalling Prior Versions of Dossier" below. 3. If you are installing Dossier for the first time, install the Dossier database. This procedure is covered in this chapter under "Creating a New Dossier Database" on page 6. If you are not installing Dossier for the first time, a database upgrade is required. Refer to "Upgrading a Dossier Database" on page 9. 4. Install or Upgrade Dossier Reports. Refer to "Installing Dossier Reports" on page 13. 5. Install the Dossier application on each client computer. This procedure is covered in this chapter under "Installing Dossier on Client Machines" on page 17. 6. Install any additional Dossier applications (Integrated Products) that you have purchased:

l Pocket Dossier. Refer to "Pocket Dossier Installation and Configuration" on page 45.

l Dossier Data Exchange, for interfacing to Dossier On-Board,or NAPA, and other Dossier services. Refer to "Dossier Data Exchange Installation and Configuration" on page 61

l McLeod Integration (not available with the Essentials edition). Refer to "McLeod Integration Installation" on page 69.

l DCloud Client Coordinator. Refer to "DCloud Client Coordinator Installation" on page 75.

7. Provide license key information. Refer to "Entering License Keys" on page 28. 8. If you are upgrading from a previous version of Dossier, you must assign all Dossier users to a User Account Type. Refer to "Assigning User Account Types" on page 30.

NOTE: Your installation options will vary depending on your purchased Dossier edition (Essentials or Professional). Installation options that do not appear in all Dossier editions will be noted.

Dossier Installation Manual | 5 Uninstalling Prior Versions of Dossier

If you have a prior version of Dossier installed on your computer(s), it must be uninstalled on each computer prior to installing this new Dossier version. To uninstall Dossier, you must go to the Programs and Features tool in the Windows Control Panel and choose to uninstall Dossier.

NOTE: Uninstalling Dossier does not affect the Dossier database. However, before installing the current version of Dossier, you should back up the Dossier database. For backup instructions, refer to "Backing Up the Dossier Database" on page 37. It is also recommended that you save a copy of the .udl file that is currently used by Dossier to provide database connection information.

Installation Media

Dossier 6.4 software is delivered on a USB flash drive. When Dossier is to be installed on more than one machine, database information is retained on the flash drive to simplify the installation and configuration process.

Creating a New Dossier Database

The Dossier Install wizard is used to create a new Dossier database. 1. From the machine that is to be your Dossier database server, locate the setup.exe file on your installation media. 2. Double-click the setup.exe file to start the Dossier Install wizard.

NOTE: You will be prompted for Windows administrator credentials to perform the installation. It is recommended that your right click on setup.exe and “run as administrator” if available to avoid possible permission issues.

The Dossier Installer Welcome screen displays.

6 | Chapter 2: Installing Dossier 3. Click the Continue button. A description of the Dossier installation options displays.

4. Scroll to the bottom to read all of the text, and then click the Continue button. 5. Review the Dossier Systems Software License Agreement and click the I Agree or the Cancel button. You must accept the license agreement to continue the installation.

Dossier Installation Manual | 7 If you agree, the first of two pages of Dossier installation options displays. The first page includes the options for creating and updating a Dossier database and initializing supporting services. This list will vary depending on the Dossier edition that you have purchased.

The Dossier installer includes the following options related to database creation:

l Create New Dossier Database on Existing SQL Server

l Install Dossier Services

6. Click the blue launch link of the installation operation that you wish to perform. Most of the installation options will request information about the name, location, and credentials of the Dossier database. One or more progress bars will be displayed and updated as the selected operation proceeds.

8 | Chapter 2: Installing Dossier When the database installation has completed, the second page of the installation options is displayed. This page includes the Install Dossier Client and Integrated Products installation options.

NOTE: To use this new database, you must login to Dossier with the following default login ID and password: Login ID: D32ADMIN; Password: Dossier$. The password should be changed to provide better database security.

Upgrading a Dossier Database

The Dossier Install wizard is used to upgrade a Dossier database. 1. Perform steps 1 through 5 in "Creating a New Dossier Database" on page 6 so that the Dossier Installation Options page is displayed.

Dossier Installation Manual | 9 2. Click the Upgrade Existing Dossier Database link. You are prompted to provide information about the name, location, and credentials of the Dossier database.

3. Enter the required database information. The Essentials edition installer automatically installs reports.

10 | Chapter 2: Installing Dossier The Professional edition installer includes an Install Reports option. If this option is selected, the installer program obtains the report server information from the database and deploys all required reports. 4. Click Continue when you are ready to start the database upgrade. One or more progress bars are displayed and updated as the upgrade proceeds. When the database upgrade has completed, the second page of the installation options is displayed. This page includes the Install Dossier Client and Integrated Products installation options. 5. Select any additional installation tasks you wish to perform or click the Continue button to proceed to the License Key Entry screen Next, perform the following installation tasks:

l Provide license keys as described in "Entering License Keys" on page 28.

l Upgraded databases require that all existing Dossier users be assigned to a User Account Type. Assign all users to account types as described in "Assigning User Account Types" on page 30.

Installing Dossier Services

This installation option installs core services for Dossier. It should be used after a Dossier database has been created or upgraded. 1. Perform steps 1 through 5 in "Creating a New Dossier Database" on page 6 so that the Dossier Installation Options page is displayed.

2. Click the Install Dossier Services link.

Dossier Installation Manual | 11 You are prompted to provide information about the name, location, and credentials of the Dossier database.

3. Enter the required database information, then click Continue. The Dossier Service Credentials form displays.

4. Enter your report server credentials and select whether you would like to install the DCloud Client Coordinator. Then click the Continue button. The progress of the installation process displays.

12 | Chapter 2: Installing Dossier 5. Click Continue when the installation is complete. You are returned to the Installation Options screen, from where you can continue with other installations or click Cancel to exit the installer.

Installing Dossier Reports

Typically, Dossier Reports are installed as part of the database creation or upgrade process. However, if report installation was intentionally skipped or if errors occurred during installation, the reports must be installed before the database can be used with Dossier. If more than one report server is to be used by Dossier, the Report Deployment tool must be used to install the reports; refer to "Running the Report Deployment Tool" on page 15. Otherwise, the Install Reports installation option can be used.

Running the Install Reports Installation Option

NOTE: The Install Reports operation assumes that the Report Server information is correct in the Dossier database. If you intend to use a different report server, you should use the Report Deployment tool to install reports; refer to "Running the Report Deployment Tool" on page 15.

1. Perform steps 1 through 5 in "Creating a New Dossier Database" on page 6 so that the Dossier Installation Options page is displayed.

Dossier Installation Manual | 13 2. Click Install Reports link. You are prompted to provide information about the name, location, and credentials of the Dossier database.

NOTE: The sa account can be used as long as you know the password, or the D32ADMIN account can be used with the encrypted password.

3. Enter the required database information, then click Continue.

14 | Chapter 2: Installing Dossier The progress of the installation process is displayed.

4. Click Continue when the installation is complete. You are returned to the Installation Options screen, from where you can continue with other installations or click Cancel to exit the installer.

Running the Report Deployment Tool

1. On the Dossier installation media, locate the Dossier Report Deployment folder (\Reports). 2. Open the Dossier Report Deployment tool by running the DossierReportDeploymentUI.exe file.

NOTE: It is recommended that you right-click the DossierReportDeploymentUI.exe file and click Run as Administrator to avoid possible permission issues.

3. If you are prompted for Windows administrator credentials, enter the appropriate information. The Dossier Report & Database Deployment dialog box displays.

Dossier Installation Manual | 15 4. Enter the deployment parameters, which are described in the following table.

Parameter Description

Server Name The server\instance of the SQL database server (the name that is shown in the Microsoft SQL Server Management Studio). The IP address of the server can also be used.

Username and Password Enter a valid user name and password for your SQL database server (the built-in account sa can be used).

Database The name of the database for which the reports are to be deployed (as shown in the Microsoft SQL Server Management Studio).

Overwrite SQL Data Select this option to have the data connection that is specified Connection saved to SSRS. If you are already using Dossier 6.1 or above, by default, the connection originally setup will not be overwritten. You can overwrite it with the new information by selecting this option.

Load Deployment If the Report Server information has already been configured in Locations button Dossier, click this button to load the SSRS Server information, described below.

Deploy Scripts Determines whether the scripts behind the reports are deployed to the database or not. If you want the scripts deployed, select this check box.

Deploy Reports Determines whether the reports will be deployed to the deployment location or not. If you want the reports deployed, select this check box.

Enter or modify the SSRS server information:

Report Server URL The report server URL can be obtained from the SQL Server Reporting Services Configuration Manager (Web Service URL). If your system configuration includes more than one report server, each server must be listed here.

16 | Chapter 2: Installing Dossier Parameter Description

Use Sub Folder If selected, the default Dossier report folders will be placed under a subfolder in the Reports database. If not selected, the Dossier report folders will be placed at the top level in the Reports database.

Folder Path This parameter must be specified if the Use Sub Folder option is selected. Enter the name of the folder to be created in the Reports database or the name of an existing folder.

Use Trusted Connection If selected, Windows authentication will be used. If not selected, the SSRS User Name and SSRS Password must be specified. NOTE: If the Use Trusted Connection option is selected, you might be required to add permissions to SSRS for the current user.

SSRS User Name If Use Trusted Connection is not selected, specify a valid Report Server user name.

SSRS Password If Use Trusted Connection is not selected, enter the password of the specified SSRS User.

Use Replicated Database If your system configuration uses a replicated database, select check box this option and provide information about the replicated server in the parameters that follow.

SQL Replicated Server The name of the replicated server.

SQL Replicated The name of the replicated database. Database

SQL Username The user name to be used on the replicated server.

SQL Password The password to be used on the replicated server.

Overwrite SQL Data The data connection specified is saved to SSRS. Connection

5. Click the Deploy button to start the deployment process. 6. When deployment is complete, check for deployment errors and then exit the deployment tool.

Installing Dossier on Client Machines

From the machine on which you want to install the Dossier client application, locate the Dossier Setup.exe file on your installation medium.

NOTE: The Setup.exe file must be located on the local machine. If the installation folder is located on a network share drive, it should be copied somewhere on the local machine before beginning the installation process.

1. Double-click the Dossier Setup.exe file to start the Dossier Install wizard.

Dossier Installation Manual | 17 NOTE: You will be prompted for Windows administrator credentials to perform the installation. It is recommended that you right-click the setup.exe file and click Run as Administrator to avoid possible permission issues.

2. Click the Continue button. A description of the Dossier installation options displays.

18 | Chapter 2: Installing Dossier 3. Scroll to the bottom to read all of the text, and then click the Continue button. 4. Review the Dossier Systems Software License Agreement and click the I Agree or the Cancel button. You must accept the license agreement to continue the installation. If you agree, the first of two pages of Dossier installation options displays. The first page includes the options for creating and updating a Dossier database and initializing supporting services. This list will vary depending on the Dossier edition that you have purchased.

5. Click the More Options button. The next screen includes launch links for the available installation components.

Dossier Installation Manual | 19 6. Click the Install Dossier Client link. If the Dossier database has not been installed on this same machine, the installer will prompt you to enter the database location.

7. Enter the required database information and click OK. Note that the SQL Server name is case-sensitive. The Dossier Client Install wizard displays.

20 | Chapter 2: Installing Dossier 8. Click the Next button. The Destination Folder window displays.

9. If you want to change the folder in which Dossier application files will be installed, click the Change button. When the destination folder is set, click the Next button. The Ready to Install the Program window displays.

Dossier Installation Manual | 21 10. When you are ready to proceed with the installation, click the Install button. The progress of the installation process displays.

Once the installation has finished, the Completed window displays.

22 | Chapter 2: Installing Dossier 11. Click the Finish button to close the wizard. The License Key Entry screen should display. If you have not yet entered License information for your Dossier database, do so now; refer to "Entering License Keys" on page 28. Otherwise, click Finish.

NOTE: If your Dossier database has been upgraded from a previous Dossier version, you might see a Continue button rather than Finish button. Click Continue to proceed to the User Account Type assignment screen. Assign all users to the proper account types.

NOTE: If the Dossier client was installed on the same computer where Event Broker is configured and running, make sure the startup type of the Event Broker Service was not changed to Disabled. Services can be viewed in the Windows Control Panel, in Administrative Tools > Services.

Installing the Dossier Barcode Font

If the report server is going to run on a machine other than the Dossier client machine, the Dossier Barcode Font installation must be performed on each report server machine. 1. Perform steps 1 through 5 in "Creating a New Dossier Database" on page 6 so that the Dossier Installation Options page is displayed.

Dossier Installation Manual | 23 2. Click the Integrated Products link. 3. Click the Install Barcode Font link. 4. Exit the installer by clicking Cancel, or continue with other installation tasks by clicking Continue.

NOTE: The report server machine must be restarted after installation.

Disabling Data Execution Prevention (DEP)

Installation of Dossier under Windows Servers (2008, 2008 R2, and 2012) requires disabling Data Execution Prevention (DEP) for several Dossier executables on the machine where Dossier is installed.

24 | Chapter 2: Installing Dossier 1. On the Control Panel, click System. The System window displays.

2. Click Advanced system settings. The System Properties dialog box displays.

Dossier Installation Manual | 25 3. Go to the Advanced tab, and click the Settings button under Performance.

The Performance Options dialog box displays. 4. Go to the Data Execution Prevention tab.

l If the Turn on DEP for essential Windows programs and services

26 | Chapter 2: Installing Dossier only option is selected, you do not need to make any changes. Click the Cancel button to close the dialog box.

l If the Turn on DEP for all programs and services except those I select: option is selected, Dossier.exe and deSession.exe must be added to the list. Go to the next step.

5. Click the Add button, browse to and select Dossier.exe, and then click the Open button. Repeat these steps to add deSession.exe.

NOTE: The .exe files are version-specific, so this procedure will need to be repeated with every new version of Dossier that is installed.

NOTE: The .exe files are in the installation directory (by default this is in C:\Program Files\ArsenaultAssociates\Dossier or C:\Program Files (x86) \ArsenaultAssociates\Dossier).

Dossier Installation Manual | 27 Entering License Keys

One of the last steps of the installation process is to enter Dossier License keys. If a Dossier database has been created or updated, the license keys must be entered before any users can log in to Dossier. The License Key screen is displayed after clicking the Continue button on the Dossier Client Installation page of the Installer.

There are two methods for entering License Keys. The first and easiest method is to click the Download button. This will download the license keys for the features that you have already purchased from an Dossier Systems website. If you are not able to retrieve your license keys in this manner, you will need to follow the steps below. 1. Record the Instance ID from the License Key Entry screen. 2. Contact Dossier Customer Support at 609-526-2820 or at [email protected]. Your License keys will be generated and emailed to you in a License Key file (.aak) along with a Customer ID. 3. Copy the License Key file to a location that is accessible from your Dossier machine.

28 | Chapter 2: Installing Dossier 4. From the License Key Entry screen, enter the Customer ID then click the Import button. 5. Select the License Key file from the Open dialog and click the Open button. The License Entry screen lists all of your available license keys. Each version requires a setup key to turn editions and features on or off. Setup keys are provided by Dossier Systems upon software installation. Contact Dossier Customer Support at 609-526-2820 or at [email protected] to obtain your setup keys. 6. Enter your setup keys. 7. After entering a setup key, the Value next to the options in your edition of Dossier should be set to Yes. 8. Once your license keys have been established, click the Finish button to complete the installation. If you see a Continue button instead of a Finish button, then you must assign User Account Types before the installation is complete. For instructions, refer to "Assigning User Account Types" on page 30.

NOTE: Once you have provided your License Keys and Dossier logins are permitted, license keys can be deleted and new license keys can be added by users with proper access rights. This same License Key Entry screen can be accessed from within Dossier on the Setup menu by clicking License Keys.

Dossier Installation Manual | 29 Assigning User Account Types

If your Dossier installation included a database upgrade, the last screen you will see in the installation process is the User Account Type Assignment screen. All Dossier user accounts must be assigned an account type using this screen.

NOTE: Inactive user accounts are not displayed by this utility. These can only be assigned an account type within Dossier after being reactivated.

1. Select one of the account types on the right side. 2. If the user accounts for this account type belong to a Dossier Group Account, select the group account. This will filter the list to members of the group account. 3. Select the user accounts to assign. You can use Ctrl-click or Shift-click to select multiple user accounts, or press Ctrl+A to select all user accounts. 4. Click the Assign button to assign the users to the selected account type. 5. Repeat the above steps until all user accounts have been assigned to an account type, or all licensed account types have been used. 6. Click Finish to exit the installer.

30 | Chapter 2: Installing Dossier NOTE: Any user accounts which have not been assigned to an account type will not be able to log into or use Dossier.

Dossier Installation Manual | 31

Chapter 3: SQL Server Configuration

Configuring SQL Server for Network Access

If you intend to access a database on your SQL Server from a remote computer, you must configure SQL Server to accept network connections. To enable network connections: 1. Start the SQL Server Configuration Manager. A shortcut is located in Start > Programs > Microsoft SQL Server 2012 > Configuration Tools. 2. Expand the SQL Server Network Configuration node and select the Protocols node.

For a new installation, all protocols except for Shared Memory are disabled. 3. Right-click the TCP/IP node and select Enable. A message displays indicating that the setting has been changed, but will not take effect until the database engine has been restarted. 4. Enable Named Pipes (and Shared Memory if necessary) using the same method as in step 3.

Dossier Installation Manual | 33 5. Select the SQL Server Services node in the left pane. A list of SQL Server services is listed in the right pane. 6. Locate the service named SQL Server. If it is in the running state, right-click it and click Restart.

Configuring Windows 7 Firewall

If you are hosting SQL Server on a Windows 7 system, and want to allow network access, you might need to make a change to your Windows 7 firewall settings to enable it. 1. In the Control Panel, click System and Security and then click Windows Firewall. 2. Check to see if the firewall state is on. If it is not on, you can skip the rest of the steps below. 3. If your firewall is on, click Advance settings on the left pane of the window. 4. Right-click Inbound Rules in the navigation tree on the left pane and select New Rule. 5. Choose Program as the rule type and click the Next button. 6. Select this program path, click the Browse button, browse to the location where you installed SQL Server, and select sqlservr.exe.

34 | Chapter 3: SQL Server Configuration 7. Click the Next button. By default SQL Server is installed at the following location: 32-bit: C:\Program Files (x86)\Microsoft SQL Server\MSSQL11.SQLEXPRESS\MSSQL\Binn\sqlservr.exe 64-bit: C:\Program Files\Microsoft SQL Server\MSSQL11.SQLEXPRESS\MSSQL\Binn\sqlservr.exe

8. Select the Allow the connection options for the action and click the Next button. 9. Select Domain and Private for the Profile and click the Next button. 10. Provide a name and/or description for the rule and click the Finish button. Optionally, repeat steps 4 through 10 to allow network access to SQL Browser. By default SQL Browser is installed at the following location: C:\Program Files (x86)\Microsoft SQL Server\90\Shared\sqlbrowser.exe

NOTE: Allowing network access to SQL Browser poses a security risk because it allows anyone on the network to see the available SQL Servers.

Dossier Installation Manual | 35 Configuring Server or Third-Party Firewalls

For server based operating systems or third-party firewalls, please refer to appropriate technical documentation for configuration information.

SQL Server Reporting Services Machine Selection

When choosing a machine on which to install SSRS, it should be a machine that is not frequently restarted or shut down. Frequent restarts and shutdowns can impact the execution of scheduled reports.

Establishing Report Server Email Settings

When attempting to memorize reports in Dossier, problems could occur if email settings have not been configured in the SQL Report Server. To establish the e-mail settings: 1. Open the Reporting Services Configuration Manager (e.g., Microsoft SQL Server 2012 > Configuration Tools > Reporting Services Configuration Manager). 2. Enter the Server Name and Report Server Instance name, then click the Connect button. 3. In the Reporting Services Configuration Manager, enter an email address and SMTP Server name, and then click the Apply button.

NOTE: This does not provide the ability to email reports from within Dossier. To support this, from Dossier, click the Setup > Options > Mail Server menu option or select the Setup > Configuration > Sites menu option and select the Mail Server tab. Enter the mail server name, and email user account, password, and reply-to email address.

36 | Chapter 3: SQL Server Configuration Chapter 4: Backing Up and Restoring the Dossier Database

While it is true that SQL Server databases are stored as files on the SQL Server computer, you cannot simply copy or move SQL Server database files from one location to another safely. This is because when SQL Server is running, all of its databases are open and might be inconsistent at any moment due to update activity. To make reliable backups of SQL Server databases while SQL Server is running, SQL Server has special backup and restore utilities that read and write databases with their own file format, These utilities guarantee database consistency through the backup/restore process. The SQL Server databases backup serves as a “point in time” complete snapshot of the database that can be restored if the production database is lost or corrupted. Backups should be performed on a schedule corresponding to the importance of the data and the conditions in the environment. Once per day in many production environments is adequate. For test or demo databases, backups might not be important at all unless you have made changes to the database that you want to make sure are saved.

Backing Up the Dossier Database

SQL Server database backup files essentially allow you to create a copy of your database and save it in a backup file. The backup file can be used to recover the database in the event it becomes damaged or corrupted. To create a backup of your Dossier database: 1. Open SQL Server Management Studio from the following menu path: Start > All Programs > Microsoft SQL Server 2012 > SQL Server Management Studio. The Connect to Server window displays.

Dossier Installation Manual | 37 2. Choose the server on which the Dossier database resides. 3. Enter a valid SQL Server login name and password, and then click the Connect button to connect to the server. The Object Explorer window displays. 4. In the Object Explorer window, expand Database and locate the Dossier database.

NOTE: If the Object Explorer window is not visible, it can be opened via the Object Explorer command on the View menu.

38 | Chapter 4: Backing Up and Restoring the Dossier Database 5. Right-click the database, click Tasks, and then click Back Up. The Back Up Database window displays.

6. The backup file will be saved in the path shown in the Destination panel. To choose a different location, click the Remove button. Then click the Add button and navigate to and select another location. 7. Click OK to create the database backup. Depending on the size of the database, this might be lengthy process. When the back-up operation is complete, a success message is displayed.

We recommend copying the backup file to external media for safe keeping. Ideally, the external media should be kept offsite in a secure location for disaster recovery purposes.

Dossier Installation Manual | 39 Restoring a Dossier Database

Restoring Over an Existing Database To restore over an existing database: 1. In the SQL Server Management Studio Object Explorer, navigate to the database you want to restore. 2. Right-click the database and then click Tasks/Restore/Database. The Restore Database dialog displays. Go to "Starting the Restore Process" below.

Restoring a Backup and Creating a New Database To restore a backup and create a new database at the same time:

l In SQL Server Management Studio Object Explorer, right-click the Databases folder and select Restore Database. The Restore Database dialog displays. Go to "Starting the Restore Process" below.

Starting the Restore Process 1. Complete the information in the Restore Database dialog box, making sure that the database name is correct.

40 | Chapter 4: Backing Up and Restoring the Dossier Database 2. In the Specify the source and location options, select the From Device option. 3. Select the source file/database to restore and any related options. 4. If you are restoring over an existing database, click Options in the pane on the left. The Options pane displays on the right. 5. In the restore options area, select Overwrite the existing database. 6. Click OK to restore the database. A message displays indicating when the restore process is completed.

Additional Procedure If Using SQL Server Authentication Perform the following procedure if you are using SQL Server Authentication: 1. Launch the CreateD32ADMIN utility located on your installation media under the Utilities folder and complete the necessary fields. 2. Click the Drop/Re-Add button to drop and re-add the D32ADMIN user to the database.

Dossier Installation Manual | 41

Chapter 5: SQL Server Management Studio

SQL Server Management Studio (SSMS) is the program you will use most often to interact with SQL Server after installation is completed. You can access the shortcut to launch SQL Server Management Studio from the Start menu. When you start SSMS, you are prompted to connect to a server and provide credentials. By default, your local server should be selected and your default Windows credentials should be sufficient to complete the connection. However, you can also use SSMS to connect to SQL Servers on other computers. You can also use the Authentication controls to provide alternate credentials. Upon logging into SSMS, the default view of the Object Explorer displays. This view organizes the SQL Server management activities into a series of folders. The Object Explorer works like most other Explorer windows in Windows; that is, selecting an object in the navigation tree pane displays information about that object in the right pane.

Dossier Installation Manual | 43

Chapter 6: Pocket Dossier Installation and Configuration

The Pocket Dossier architecture consists of two pieces:

l Pocket Dossier Service runs on Microsoft’s Internet Information Server and is a Microsoft .Net Web Service.

l The Pocket Dossier application runs on Pocket PC devices within the Microsoft .Net Compact Framework. The Pocket Dossier application consumes the Pocket Dossier Service through a wireless network card fitted to the Pocket PC device. This enables real time viewing and manipulation of Dossier data.

Pocket Dossier Service Installation

The Pocket Dossier Service provides data to the Pocket Dossier application. Client Pocket PCs that connect to the Pocket Dossier Service can access much of the information available in the full Dossier software package. This is because Pocket Dossier Service ties directly into the Dossier database and utilizes many of the same components.

Prerequisites

The target computer must have IIS installed. The following IIS features must be enabled:

l Web Management Tools (all standard sub-features)

l World Wide Web Services (all standard sub-features) For more information, refer to "Additional Configuration Tasks for Pocket Dossier Service" on page 58. If an earlier version of Pocket Dossier is already installed on the handheld device, it should be uninstalled prior to the installation of Pocket Dossier 6.4.

Installation Procedure

Pocket Dossier Service can be installed using the Dossier Installer. 1. From the desired target, locate the setup.exe file on your installation media. 2. Double-click the setup.exe file to start the Dossier Install wizard.

Dossier Installation Manual | 45 NOTE: You will be prompted for Windows administrator credentials to perform the installation. It is recommended that your right click on setup.exe and “run as administrator” if available to avoid possible permission issues.

The Dossier Installer Welcome screen displays.

3. Click the Continue button. A description of the Dossier installation options displays.

4. Scroll to the bottom to read all of the text, and then click the Continue button.

46 | Chapter 6: Pocket Dossier Installation and Configuration The Dossier Software License Agreement displays. 5. Review the agreement and click the I Agree button to continue the installation. The first of two pages of Dossier installation options displays. The first page includes the options for creating and updating a Dossier database and initializing supporting services. This list will vary depending on the Dossier edition that you have purchased.

6. Click the More Options button. The next screen of install links displays.

Dossier Installation Manual | 47 7. Click the Integrated Products link. A list of integrated product links displays.

8. Click the Install Pocket Dossier Service link. The Pocket Dossier Service installation wizard displays.

48 | Chapter 6: Pocket Dossier Installation and Configuration 9. Click the Next button. The Destination Folder window displays.

10. If you want to change the destination for the Pocket Dossier Service application, click the Change button. Navigate to and select the destination folder. 11. When the desired folder destination has been set, click the Next button. The Ready to Install the Program window displays.

12. When you are ready to start the installation, click the Install button.

Dossier Installation Manual | 49 13. When installation is finished, the Completed window displays.

14. Click the Finish button to close the installation wizard and return to the Integrated Products installation page.

NOTE: If Pocket Dossier Service was installed on the same computer where Event Broker is configured and running, make sure the startup type of the Event Broker Service was not changed to Disabled.

Pocket Dossier Installation

The Pocket Dossier application provides a scaled down version of the full Dossier application. It is most useful in environments where desktop computer equipment is not practical. If the Pocket PC’s wireless network card can get a signal, Pocket Dossier can be used to enter and retrieve fleet data from the Pocket Dossier Service.

Prerequisites

l The client computer must have Microsoft Windows Mobile Device Center installed.

l Windows 7 is required to load Pocket Dossier on the Pocket PC device.

l The Pocket PC device should be connected to the client PC and communicating via Windows Mobile Device Center. Windows Mobile Device Center for 32-bit and 64-bit editions of Windows can be downloaded here: http://support.microsoft.com/kb/931937

Installation Procedure

Pocket Dossier is installed using the Dossier Installer. 1. From the desired target machine, locate the setup.exe file on your installation media. 2. Double-click the setup.exe file to start the Dossier Install wizard.

50 | Chapter 6: Pocket Dossier Installation and Configuration NOTE: You will be prompted for Windows administrator credentials to perform the installation. It is recommended that your right click on setup.exe and “run as administrator” if available to avoid possible permission issues.

The Dossier Installer Welcome screen displays.

3. Click the Continue button. A description of the Dossier installation options displays.

4. Scroll to the bottom to read all of the text, and then click the Continue button.

Dossier Installation Manual | 51 The Dossier Software License Agreement displays. 5. Review the agreement and click the I Agree button to continue the installation. The first of two pages of Dossier installation options displays. The first page includes the options for creating and updating a Dossier database and initializing supporting services. This list will vary depending on the Dossier edition that you have purchased.

6. Click the More Options button. The next screen of install links displays.

52 | Chapter 6: Pocket Dossier Installation and Configuration 7. Click the Integrated Products link. A list of integrated product links displays.

8. Click the Install Pocket Dossier link. The Pocket Dossier installation wizard displays.

Dossier Installation Manual | 53 9. Click the Next button. The Ready to Install the Program window displays.

10. When you are ready to begin the installation, click the Install button.

NOTE: If the Pocket PC is not connected at install time, the following message is displayed. The application will be downloaded to the device the next time it connects to the client computer.

When the installation process finishes, the Completed window displays.

54 | Chapter 6: Pocket Dossier Installation and Configuration 11. Click the Finish button to close the Install wizard and return to the Integrated Products installation page.

Configuration

Configuring Pocket Dossier Service Access to the Dossier Database The Pocket Dossier Service setup page can be loaded in a web browser by entering the following URL of the computer running the Pocket Dossier Service: http://localhost/PocketDossierService On the setup page, the Pocket Dossier Service can be configured for access to the desired Dossier database.

The Maximum Find Results value determines the maximum number of items that will be returned from the find screens in Pocket Dossier (Find Unit, Find Part, etc). Note that searches that return many items can take a considerable amount of time to complete. We recommend keeping the default value of 500 unless you have a specific reason to modify it.

Dossier Installation Manual | 55 Configuring Pocket Dossier to Use the Pocket Dossier Service The Pocket Dossier application must be pointed to the Pocket Dossier Service. This is done on the Pocket Dossier login screen by entering the URL of the .asmx file on the computer running the Pocket Dossier Service in the Pocket Dossier Web Service URL box.

The standard format of the URL is: http:/// PocketDossierService/PocketDossierService.asmx.

NOTE: If you are unsure of the IP address, use the ipconfig command in a Command Prompt window to display the computer’s IP address.

Registering the Pocket PC with Dossier

To register the Pocket PC with Dossier, you will need the name and device ID of the handheld device. These can be found on the login screen of Pocket Dossier in the About menu.

56 | Chapter 6: Pocket Dossier Installation and Configuration 1. To register the device, log in to Dossier. 2. On the Setup menu, click Security and then click Pocket Dossier. The Pocket Dossier dialog box displays.

3. In the first blank Name cell, enter the device name. 4. In the Hardware Identifier cell, enter the device ID. 5. When you are finished making the entries, click OK to save them.

Firewall Settings for Pocket Dossier Service

Windows Firewall might prevent proper communications between the Pocket PC and the client computer (where Pocket Dossier Service is installed). Make sure the client computer has one of the following items enabled in the Windows Firewall - Inbound Rules:

l World Wide Web Services (HTTP Traffic-In), if not using a secure connection

l World Wide Web Services (HTTPS Traffic-In), if using a secure connection A Windows 7 example is shown below.

Dossier Installation Manual | 57 Additional Configuration Tasks for Pocket Dossier Service

The following is required for the Pocket Dossier Service:

l ASP.NET must be enabled.

l 32-bit applications must be enabled for Windows 7 and Windows 8 64-bit edition.

Installing ASP.NET on Windows 2008, 2008 R2, or 2012

Perform the following procedure to see whether ASP.NET is installed and, if it is not, to install it. 1. On the Start menu, click Administrative Tools and then click Server Manager. The Server Manager window displays.

2. Under Roles Summary, click the Web Server (IIS) link. The Web Server window displays.

3. Locate the “ASP.NET” Role Service. If ASP.NET is installed, you are finished. You can close the Server Manager window.

58 | Chapter 6: Pocket Dossier Installation and Configuration 4. If it is not installed, click the Add Role Services link on the right side. The Add Role Services window displays.

5. Select the ASP.NET check box. The Add Role Services dialog box displays.

6. Click the Add Required Role Services button. 7. Click the Next button.

Dossier Installation Manual | 59 8. Click Install. It might take several minutes for ASP.NET to install. When it does complete, the Installation Results are displayed.

NOTE: If you are unsure of the IP address, use the ipconfig command in a Command Prompt window to display the computer’s IP address.

9. Click the Close button to complete the installation.

Turning on ASP.NET in Windows 7 and Windows 8

Perform the following procedure to see whether ASP.NET is on and, if it is not, to turn it on. 1. On the Control Panel window, click the Programs and Features link. 2. On the Programs window, under Programs and Features, click the Turn Windows features on or off. The Windows Features dialog box displays. 3. Open the following branches in the settings tree: Internet Information Services > World Wide Web Services > Application Development Features. 4. If it is not already selected, select the ASP.NET check box. 5. Click OK to save the setting.

60 | Chapter 6: Pocket Dossier Installation and Configuration Chapter 7: Dossier Data Exchange Installation and Configuration

Dossier Data Exchange provides an application programming interface (API) for custom applications to obtain Dossier data. The Dossier Installer is used to install this feature. Included in the Dossier Data Exchange installation is the Dossier Event Broker, which is used to notify applications of Dossier events. After installation, the Event Broker must be configured as described in "Configuring the Event Broker" on page 66.

NOTE: Microsoft Messaging Queue must be enabled prior to begging the Dossier Data Exchange installation process. For instructions on how to turn this feature on, refer to "Prerequisites" on page 1.

Installing Dossier Data Exchange

1. From the machine that is your Dossier database server, locate the setup.exe file on your installation media. 2. Double-click the setup.exe file to start the Dossier Install wizard.

The Dossier Installer Welcome screen displays.

61 | Chapter 7: Dossier Data Exchange Installation and Configuration 3. Click the Continue button. A description of the Dossier installation options displays.

4. Scroll to the bottom to read all of the text, and then click the Continue button. The Dossier Software License Agreement displays. 5. Review the agreement and click the I Agree button to continue the installation.

Dossier Installation Manual | 62 The first of two pages of Dossier installation options displays. The first page includes the options for creating and updating a Dossier database and initializing supporting services. This list will vary depending on the Dossier edition that you have purchased.

6. Click the More Options button. The next screen of install links displays.

7. Click the Integrated Products link. A list of integrated product links displays.

63 | Chapter 7: Dossier Data Exchange Installation and Configuration 8. Click the Install Dossier Data Exchange link. The Dossier Data Exchange install wizard displays.

9. Click the Next button. The Ready to Modify the Program window displays.

Dossier Installation Manual | 64 10. When you are ready to begin the installation, click the Install button. When the installation is complete, the Completed window displays.

11. Click the Finish button to close the install wizard.

NOTE: If the Dossier Data Exchange was installed on the same computer where Event Broker is configured and running, make sure the start-up type of the Event Broker Service was not changed to Disabled.

65 | Chapter 7: Dossier Data Exchange Installation and Configuration Configuring the Event Broker

The Dossier Data Exchange installation installs the Dossier Event Broker. After installation, the Event Broker must be configured and the Event Broker service must be started. You also need to start the PM Schedule Update service. Locate the EventBrokerConfigurationManager.exe program and double-click this file to open the Event Broker Configuration Manager. The default location is: :\Program Files (x86)\Common Files\ArsenaultAssociates\Dossier

The following configuration items are available:

l Event Time to Live – Dossier events will only be managed by the Event Broker for a limited time before they are discarded. Enter the amount of time in minutes that events will be retained. The default is 120 minutes, but this can be changed.

l Polling Time – Enter the number of seconds between event cycles. Every n seconds, the Event Broker will check for new events. The default is 10 seconds, but this can be changed.

l Use TCP Connections … Instead of Server Names – Select this option if the Event Broker machine is on a domain and is not on the same machine as the conduits with which it must communicate.

l Use Public Messaging Queues – Select this option if you are using Active Directory and do not want to use the default private message queues.

Dossier Installation Manual | 66 l Settings Location – Configuration settings and Event Broker activity logs will be written to this location.

l Event Broker Server – Enter the server name or IP address of where the active Event Broker resides.

l Dossier Logon Name and Password.

l Dossier Database Server Name.

l Dossier Database User Name and Password. Typically, this is the sa user name and password, or the user name D32ADMIN with the encrypted password is used.

l Dossier Database Name. When you have finished configuring the Event Broker, click Save.

Starting the Dossier Event Broker

After configuring the Event Broker, go to Windows Services at Control Panel > Administrative Tools > Services. The Services window displays.

Locate the Dossier Systems Event Broker Service and select it.

l Select Action | Properties. Specify a Startup Type of Automatic, then click OK.

l Select Action | Start. The Event Broker Service should show a status of “Running”.

67 | Chapter 7: Dossier Data Exchange Installation and Configuration Starting the PM Schedule Update Service

In the Services window, locate the Dossier Systems PM Schedule Update service and select it. l Select Action | Properties. Specify a Startup Type of Automatic, then click OK. l Select Action | Start. The Dossier Systems PM Schedule Update service should show a status of “Running”.

Dossier Installation Manual | 68 Chapter 8: McLeod Integration Installation

The Professional edition of the Dossier includes an optional feature: McLeod Integration. To install McLeod Integration, perform the following steps: 1. From the desired target machine, locate the setup.exe file on your installation media. 2. Double-click the setup.exe file to start the Dossier Install wizard.

The Dossier Installer Welcome screen displays.

3. Click the Continue button. A description of the Dossier installation options displays.

Dossier Installation Manual | 69 4. Scroll to the bottom to read all of the text, and then click the Continue button. The Dossier Software License Agreement displays. 5. Review the agreement and click the I Agree button to continue the installation. The first of two pages of Dossier installation options displays. The first page includes the options for creating and updating a Dossier database and initializing supporting services. This list will vary depending on the Dossier edition that you have purchased.

6. Click the More Options button.

70 | Chapter 8: McLeod Integration Installation The next screen of install links displays. 7. Click the Integrated Products link. A list of integrated product links displays.

8. Click the Install McLeod Integration link. The McLeod Integration install wizard displays.

9. Click the Next button. The Destination Folder window displays.

Dossier Installation Manual | 71 10. If you want to change the folder in which McLeod Integration application files will be installed, click the Change button. When the destination folder is set, click the Next button. The Ready to Install window displays.

11. Click Install to begin the installation. 12. When the installation has completed, click Finish to exit the wizard and return to the Integrated Products screen.

72 | Chapter 8: McLeod Integration Installation NOTE: If McLeod Integration was installed on the same computer where Event Broker is configured and running, make sure the startup type of the Event Broker Service was not changed to Disabled.

Dossier Installation Manual | 73

Chapter 9: DCloud Client Coordinator Installation

The Professional edition of Dossier includes an optional feature: DCloud Client Coordinator. The DCloud Coordinator must be installed if you are using DCloud conduits to exchange data with external systems. To install DCloud Client Coordinator, perform the following steps: 1. From the desired target machine, locate the setup.exe file on your installation media. 2. Double-click the setup.exe file to start the Dossier Install wizard.

The Dossier Installer Welcome screen displays.

3. Click the Continue button. A description of the Dossier installation options displays.

Dossier Installation Manual | 75 4. Scroll to the bottom to read all of the text, and then click the Continue button. The Dossier Software License Agreement displays. 5. Review the agreement and click the I Agree button to continue the installation. The first of two pages of Dossier installation options displays. The first page includes the options for creating and updating a Dossier database and initializing supporting services. This list will vary depending on the Dossier edition that you have purchased.

6. Click the More Options button.

76 | Chapter 9: DCloud Client Coordinator Installation The next screen of install links displays. 7. Click the Integrated Products link. A list of integrated product links displays.

8. Click the Install DCloud Client Coordinator link. A message displays stating that Dossier Data Exchange must be installed.

NOTE: You do not have to install Dossier Data Exchange prior to completing this installation, but it must be installed prior to running the DCloud Client Coordinator.

9. Click OK to close the message. The DCloud Client install wizard displays.

Dossier Installation Manual | 77 10. Click the Next button. The Destination Folder window displays.

11. If you want to change the folder in which DCloud Client Coordinator application files will be installed, click the Change button. When the destination folder is set, click the Next button. The Ready to Install window displays.

78 | Chapter 9: DCloud Client Coordinator Installation 12. Click Install to begin the installation. When the installation has completed, the Wizard Completed window displays.

13. Click Finish to exit the wizard. The Dossier Database Location dialog box displays.

Dossier Installation Manual | 79 Completing this dialog box is optional. DCloud has its own set of user login accounts separate from Dossier. This step creates an initial DCloud Client Coordinator user account that will be ready for use. If you choose to not create a user account now, you will have to do so at a later time to use DCloud. 14. To create the DCloud Client Coordinator system user, complete the fields in the dialog box and click OK. The Dossier database credential information for these fields was specified when the Dossier database was created. Refer to "Creating a New Dossier Database" on page 6. - or - To not create the DCloud Client Coordinator system user, click Cancel. If you click Cancel, the following message displays.

You can ignore this message. However, you will have to configure DCloud Client Coordinator system user at a later time.

80 | Chapter 9: DCloud Client Coordinator Installation