INSTALLATION GUIDE VERSION 4.1 | 2014 Copyright © 2008 – 2014. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical, for any purpose without the express written permission of Precurio. Information in this document is subject to change without prior notice. Certain names of program products and company names used in this document might be registered trademarks or trademarks owned by other entities. Precurio is a trademark of Precurio Software Openfire is a trademark of Jive Software Microsoft is a trademark of Microsoft Corporation For Sales and Technical Support: Tel: +1 (855) 737 6327 [email protected] 2 Table of Contents 1 INTRODUCTION 4 1.1 FAQs 4 2 SYSTEM REQUIREMENTS 6 2.1 Operating Systems 6 2.2 Web Servers 6 2.3 Database Servers 6 2.4 Important Notes 6 3 STARTING INSTALLATION 7 3.1 Step 1 - Server Check 8 3.2 Step 2 – Database Configuration 9 3.3 Step 3 – Create Administrator 10 3.4 Step 4 – System Preferences 11 4 USING ACTIVE DIRECTORY 12 5 INSTALLING OPENFIRE 13 5.1 Step 1 – Download Openfire 13 5.2 Step 2 – Pre-Install Configuration 13 5.3 Step 3 – Start Installation 16 5.4 Step 4 – Follow Installation Wizard 17 5.5 Step 5 – Integrate with Precurio Database Authentication 18 5.6 Step 6 – Install Plugins 19 5.7 Step 7 – Forward Requests 19 5.8 Step 8 – Install Openfire Service 21 6 SETTING UP THE PRECURIO DAEMON 21 3 1 INTRODUCTION Thank you for downloading Precurio. Now in your possession, is the most simple and affordable enterprise intranet solution you will ever come across. Installing Precurio is very straightforward if you are familiar with setting up web applications. If at any time you get stuck, please request support by visiting our support portal (http://hub.precurio.com). If you are an experienced web developer and you feel confident enough, simply take a look at the system requirements and proceed to installing Openfire when you are finished installing Precurio. 1.1 FAQs How do I start installation? To start installation, go to http://[your server]/precurio4/public/install Should I delete the install folder after installation? Yes, you should. The system will try to do this automatically. Can I perform the installation if I do not have any web development experience? No, you can’t install Precurio without good knowledge of web servers and web server configuration. Please send an email to [email protected] and we will put you in touch with someone that can assist with the installation and initial setup. Why do I get a blank page when I try to start installation? An error has most likely occurred on the page. Make sure “display_errors” is on, so you can see errors. Alternatively, check your php error log file. Sometimes, on a non-windows server, this could be due to folder permissions. Make sure the following folders have 0777 permissions. public (precurio4/public) tmp (precurio4/application/tmp) My web server is properly configured, but the install system check page still says something is missing. Most times, our install check page is correct. Make sure you are editing the correct server configuration file. This happens a lot with Wampserver. 4 Can I install on IIS instead of Apache? Well yes, but you have to be knowledgeable at converting .htaccess rewrite statements to its IIS equivalent. I enabled mod_rewrite but it still doesn’t work. Sometimes, rewrite rules doesn’t seem to take effect even if mod_rewrite has been enabled on your apache configuration. When this happens, the culprit is usually the “Allowoverride” setting. Check your directory setting in the apache configuration; make sure “Allowoverride” is set to “all”. By default, “Allowoverride” is usually set to “none”, which means the special “.htaccess” file in the precurio folder is unable to override settings. Once it is set to “all”, everything should work fine. 5 2 SYSTEM REQUIREMENTS Here, we will highlight the basic requirements necessary to run Precurio. For a full list of requirements, see document “Precurio Data Sheet” (available on our website). 2.1 Operating Systems Microsoft Windows Server (version 2003 or later) Linux Distributions (Red Hat, Ubuntu, Fedora etc) 2.2 Web Servers Apache Server (version 2.2.x, PHP version 5.3+) Microsoft Internet Information Service (IIS 6 & 7) 2.3 Database Servers MYSQL Server (version 5.1+) Microsoft SQL Server 2005 and above Note: If using Microsoft SQL Server, it is recommended you deploy on 2 servers. One will serve as your application/web server while the other is your database server. 2.4 Important Notes You can’t install without an internet connection PHP must have ioncube Loader installed. Web server must support .htaccess files. The “tmp” folder (found in precurio/application) must be fully writeable. Same also applies to folders “schemas” (precurio/application/workflow) and “public” (precurio/) 6 3 STARTING INSTALLATION To start the installation, unzip the downloaded file and copy the precurio4 folder to your web root (i.e. the root directory of your web server, i.e. Apache). Then point your browser to http://[your server]/precurio4/public/install. At the first step of the installation, you will be asked to register your Precurio installation. If this is not the first time you are installing Precurio4, then you have most likely completed this step before. You can click on the “Already Registered? Click here to login” link and you will be able to login instead. When you register your Precurio installation, you are also registered on our support portal. On the support portal, you can request technical support, extend your trial license and generate quotes. 7 If you get a blank page when you access the install page, then an error must have occurred. Please check your php error log file. Once you are done with installation, please see the “Getting Started” chapter of your administrator guide. The administrator guide is available on the support portal (http://hub.precurio.com). 3.1 Step 1 - Server Check After successful registration or login, you will begin a 4 step installation process. The first step is a system check. During this step, Precurio will check all necessary configurations to make sure everything is set. The result of the check will be displayed, as shown below. Tip: Mouse over the status icon to get more information about a requirement. For Apache related requirements, simply locate your Apache configuration file “httpd.conf”, and edit accordingly. For PHP related requirements, locate your php configuration file “php.ini”, and edit accordingly. Please note that some web server stacks (e.g. Wampserver) 8 create multiple php.ini files, using phpinfo(), you can easily know which particular php.ini file is in use. Setting up the ionCube loader can be a bit problematic, but luckily they have provided a loader wizard which we have bundled with the installation. You can access the loader wizard using http://[your server]/precurio4/public/install 3.2 Step 2 – Database Configuration So, you finally sorted out the system requirements. The second step is a lot easier. You only need to enter the correct database settings (host and port), and choose a database name. If your MYSQL server was installed using default setting, then the defaults chosen by Precurio should work. Otherwise, you should enter the appropriate MYSQL server settings. Database Name “precurio4” is the chosen default; you can change this to any value. But remember the database will be truncated if it exists. 9 If you want to you Microsoft SQL Server, still go ahead with setting up MYSQL. Once you are done setting up, send an email to [email protected] and we perform a data transfer to your Microsoft SQL Server (this service is only available to paying customers). 3.3 Step 3 – Create Administrator Now it is time to create the first user who will be “super administrator”. You will notice some fields are prefilled with data; this is gotten from your registration information. NOTE: The information provided here will be displayed to other users. 10 3.4 Step 4 – System Preferences This is the final step of the installation. Here, you will make the first steps toward configuring your intranet. NOTE: All of the settings here (except the Demo Data option) can be changed later from your admin control panel. Once you click the “FINISH” button, the software will begin the actual installation process (i.e. creating database, installing data etc). This may take some time, roughly 2mins, depending on the server specs. Please note that the whole installation process is just a convenient way of editing the Precurio configuration file. In some unforeseen situations, you may have to edit this file directly, you can find it at “[SERVER ROOT]/precurio/application/configs/precurio.ini” 11 4 USING ACTIVE DIRECTORY To integrate Precurio with Active Directory, you MUST have selected the Active Directory option during registration, or login. Once selected, you will notice step 3 is now “Active Directory” instead of the default “Admin Details” If you didn’t setup your active directory, then you are definitely going to need the assistance of your Active Directory administrator. Once you are done entering the AD settings, click on the “NEXT” button. If the settings are correct, you will be taken to the next step, else, you will be redirected back to this step and an error will be displayed. NOTE: The username used will be assigned the “super administrator” role. 12 5 INSTALLING OPENFIRE Openfire is a powerful instant messaging (IM) and chat server from Jive Software, that implements the XMPP protocol.