To install MarketingPilot you will need to perform the following steps:

• Install the database. MarketingPilot Web Server supports Microsoft SQL Server 2000, Microsoft SQL Server 2005 and Microsoft SQL Server Express 2005. These instructions assume that SQL Server is already installed.
• Install the Web Server software. The MarketingPilot Web Server must be installed on a Microsoft IIS Web Server.
• Run the Database Connection Wizard to provide a connection from the Web Server software to the database.
• Login and authenticate your installation by entering the license key.

1. Review Prerequisites
Be sure you have reviewed and understand MarketingPilot's hardware and software requirements.

2. Download the MarketingPilot Web Server Software

MarketingPilot Web Server 4.6 Downloads

3. Unzip the MarketingPilot Software

• 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.

• 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 the MarketingPilot database. The MarketingPilot database ships as one file, MP.MDF.  You can move the MP.MDF to another folder or server.

4. Attach the MarketingPilot Database

• Go to the Microsoft SQL Server Enterprise Manager.
• Right-click on the database folder of the SQL Server Group where you want MarketingPilot to reside and select All Tasks.
• Select Attach Database. The Attach Database window opens:

• Click on  and browse to MP.MDF. Attach the database using the name MarketingPilot.
• Choose an owner from the pull-down list and click OK. You can attach the database using a different name if you want to. If you want to use a different database name, you must also change the database name key in the Web.Config file that is located in the Web Server folder.

• In Windows click on Start and Go to Administrative Tools and select Services.
• Start TDC and set its properties to start automatically.

Or,

• In the SQL Server Enterprise Manager, Right click on the SQL Server where MarketingPilot is installed and select Properties.
• Check the Auto start MSDTC.

6. Create a New SQL Server Login for the MarketingPilot Web Server

• In the SQL Server Enterprise Manager, click on the Security folder and select Logins.
• Click on New. Create a new SQL Server login for the MarketingPilot Web Server using SQL Server authentication. This login will be used to connect the MarketingPilot Web Server to the MarketingPilot Database. Note: you must use SQL Server authentication; Windows authenticated logins are not supported.

• Grant the Login access to the MarketingPilot database by granting the Login the MP_User role.

• Logoff the SQL Server Enterprise Manager.

7. Run the Connection Wizard
Before you can use MarketingPilot you must run the database connection wizard which links the MarketingPilot Web Server to the MarketingPilot database. The database connection information is encrypted and stored in the registry of the web server computer. 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 Setup Program. 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. You can also specify the IP address of the server.
• 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.
• Click the Connection Pooling check box to enable connection pooling. Connection pooling can improve performance if you have 10 or more users).

You can specify a different database name. If you specify a different database name:

• 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.
• Enter a SQL Server Username (Login) which has the MP-User role on the MarketingPilot database.
• Enter the password for the Login.
• Set the time out to 30.
• Click on the Test button to validate your entries.
• Click on Save.
• Click on Close. You must click on Save or your entries will not be saved!

Go to the next step, Web Server installation Instructions.