Use these instructions to install the web components of MarketingPilot.
These instructions assume that you have successfully completed the upgrade of the MarketingPilot database, and have installed the .Net 2.0 framework.
1. Install ASP.Net 2.0
Be sure that you have not only installed the .Net 2.0 framework, but also ASP.Net 2.0. Once the .Net 2.0 framework has been installed run this command to install ASP.Net 2.0:
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -i
2. Download the MarketingPilot Web Server 3 Software
MarketingPilot Web Server 3 Downloads
- Right-click on the zip file to extract it. The zip file contains an encrypted exe file that contains the MarketingPilot web server.
- Double-click on the exe to launch it. If you get a security warning, as shown below, click Run.
3. Extract the Web Server 3 files
- Enter the password into the Cypherex window.
The password was sent to you with your license key in your welcome email. The password is not the same as the license key. The password is only used to open the encrypted file.
- The installation creates the set of folders shown below. The database folder contains a new MarketingPilot database. Since you are upgrading, delete it.
4. Copy Custom Report Headers and Footers from Web Server 2
If you created custom headers and footers for reports, copy the ReportHeader and ReportFooter files from the Web Server 2 Report directory into the Web Server 3 Report directory.
5. Run the Connection Wizard
Before you can use Web Server 3 you must run the database connection wizard which links Web Server 3 to the MarketingPilot database. The database connection information is encrypted and stored in the registry of the server running IIS. The Connection Wizard is a windows application that makes it easy to specify the connection string. The Connection Wizard is included in the Web Server download package. To run the Connection Wizard:
- Using Windows Explorer display the contents of the folder you specified in the Setup program.
- Open the Database Connection Wizard directory.
- Double-click on the Connection Wizard icon.
- Enter the IP address or server name of the server where the MarketingPilot database is located. If you are running SQL Server and IIS on the same server, enter the default local IP address 127.0.0.1 for best performance.
- Enter the name of the MarketingPilot database. The default name is MarketingPilot.
- By default the connection time out is set to 30 seconds; you can set it to any value you prefer; to maintain a connection for an unlimited duration, enter 0. To enhance security, do not set the connection time out to 0 if you are enabling users to access MarketingPilot via the internet.
- Click the Connection Pooling check box to enable connection pooling. Connection pooling can improve performance if you have 10 or more users).
- The default name of MarketingPilot's database is MarketingPilot. Enter the name of your MarketingPilot database if it is different.
- Click on Close. You must click on Save or your entries will not be saved!
6. Edit the Web.Config File
If you named the MarketingPilot SQL Server database to a new name (i.e. you didn't name the database MarketingPilot), you must update the database name key in the web.config file:
- Open the web.config file located in the Web Server directory with Microsoft Notepad, or any similar simple text editor.
- Find the DatabaseName value and change it from MarketingPilot to the database name you specified.
- Save the web.config file.
7. Configure IIS
- Go to the Windows Control Panel and Select Administrative Tools.
- In Administrative Tools, Select Internet Information Service.
- Windows displays the IIS management console:
- Right-click on the Default Web Site and select Virtual Directory:
- IIS opens the virtual directory creation wizard. Click Next.
- Enter “MarketingPilot” and click Next.
- Browse to the directory where the MarketingPilot Web Server files are stored.
- Review permissions on the Virtual Directory; be sure to select Read, Run Scripts and Write.
- Right-click on the MarketingPilot Virtual Directory and Select Properties.
- Click on the Documents tab.
- Remove all the default documents.
- Click on Add.
- Type in Default.aspx.
- Click Apply.
- Click on the Directory Security tab.
- Click on the ASP.Net tab.
- Click on Edit Configuration.
- Click on the Application tab.
- Click on the Local Impersonation checkbox and enter the user ID and password of a power user or administrator who can install software. Impersonation temporarily provides MarketingPilot with additional rights; MarketingPilot uses these rights to install the alert processor service.
We strongly recommend that you obtain and configure a 128-bit SSL encryption key for all pages if you allow access from outside your firewall.
8. Login to Authenticate Your License
You must login to MarketingPilot to authenticate your license.
- Launch Internet Explorer or any other browser.
- Type the URL of your MarketingPilot installation into the address bar. The address might look something like this:
http://localhost/MarketingPilot/default.aspx
- Login using the credentials provided to you in the upgrade package:
- When prompted enter the new license key you were given.
- Agree to the license agreement.
You will not be able to proceed further unless you enter the valid new license key issued by MarketingPilot Support.
9. Update User roles and passwords
- Login to MarketingPilot with an Admin user ID.
- Reissue new passwords to all users. MarketingPilot's password encryption algorithm has been enhanced; you must reissue passwords to each user.
- Update User Roles to enable users to take advantage of the new features in Web Server 3.
- Instructions can be found in the online help. Use Roles as your search term.
9. Reinstall the Alert Service
- Login to MarketingPilot on the server where the alert server will run using a MarketingPilot login with the Administrator role.
- Open the Site folder and display the Alerts page.
- Install the alert service.
- Click Submit.
- Logoff MarketingPilot.
- For added security go back to the IIS Configuration page and remove Impersonation.
10. Delete (or Archive) the MarketingPilot Web Server 2 Directory
Now, You're really done!
Configuration instructions can be found in the online help. Use Getting Started as your search term. |
