Article: KB-SRVINST

WordTricks Server Installation

This article details the process of installing WordTricks on your network.

Who Should Use this Article?

Network Administrators with a working knowledge of Windows Networking, Microsoft SQL Server including Enterprise Manager, and with a fundamental knowledge of WordTricks in a networked environment.

The Major Steps

1. Choose a Network Directory Location
2. Create a WTX login and SQL Account
3. Install the WordTricks Network Structure
4. Set Up a Sample Workstation
5. Create the SQL Database
6. Serialize the Site
7. Customize the Installation

1. Creating Network Directory Structure

The first step in setting up WordTricks is to select an appropriate network location. WordTricks is intended to be installed on a Microsoft Windows Network Server (Windows NT 4.0 or later.)

Though the WordTricks network file structure can reside on a Linux or Novell Server, the WordTricks service applications depend on the Windows Task Scheduler and therefore must run on a Windows Server.

For the sake of simplicity, if WordTricks is to use a SQL Server for the primary database, it is best to install the WordTricks network structure on the same server.

1a. Choose an appropriate network server and create a "..\WordTricks" folder under a network share typically used for network applications. For example: \\AppServer01\Progs\WordTricks

Note: In the example above a UNC path is used. However, many administrators prefer to use mapped drives such as: S:\WordTricks. Using a mapped drive offers the advantage of making it easier to relocate WordTricks to another Server or Site.

2. Creating WTX login and SQL Account

2a. WordTricks service applications require access to the Internet and full permissions to the WordTricks network structure. By creating a Windows account with Internet access and full permissions to the WordTricks network structure you can schedule a WordTricks application using the newly created WordTricks account. Typically the new Windows account is named WTX with a password chosen by your network administrator.

For Clients Using a SQL Database

(SQL Only). WordTricks client applications (running on workstations) need permissions to read and write to the WordTricks SQL database. Therefore, a standard SQL server account must be created. It is suggested that the same login credentials for the WTX network account be used for the SQL login account. We will create the SQL login account in step 5b.

3. Installing The WordTricks Network Structure

For New Installations

3a. Download and execute the latest WordTricks Network Installer from http://www.wordtricks.net/Downloads/WordTricks_Ent.exe, extracting to the WordTricks network location created in step 1a.

Prepare Workstation Installation Files

3b. By creating a few configuration files WordTricks can be setup to silently install and configure WordTricks client applications. The last step of the NetworkInstaller runs the Network Setup Wizard with the following screen:

Set the appropriate default workstation path and click the Next button to create the initial workstation setup files. These can be modified later to reflect changes in your network design.

For Existing Installations - Adding a New Site

3c(Existing Installations Only). As an alternative, the entire WordTricks network structure can be copied from an existing site. This offers the advantage of copying (en-mass) modified templates and forms.

Important Note: Remember to set the permissions for the WordTricks network structure so that all WordTricks users have Read/Write permissions.

4. Set Up a Client Workstation to Complete WordTricks Configuration

Verify/Modify Workstation Installation Files

Important: This is likely to be a temporary configuration for this client workstation. The initial install assumes a small demonstration network using WTX_Firm.MDB as the main WordTricks database. For installations more that 15 workstations or so, the database should reside in an SQL database. We will configure the SQL database later.

4a. Locate the Silent.reg file in the ..\WordTricks\Setup network directory (created by the Network Setup Wizard) and edit the file. Modify the file so that configuration paths match your installation. Typically, each of the following must be modified:

"NetPath"="F:\\WordTricks"
"LocalPath"="C:\\Program Files\\WordTricks"
"NetDbProvider"="PROVIDER=Microsoft.Jet.OLEDB.4.0;Data Source=F:\\WordTricks\\WTX_Firm.mdb;"
"LocalDbProvider"="PROVIDER=Microsoft.Jet.OLEDB.4.0;Data Source=C:\\Program Files\\WordTricks\\WTX_Firm.mdb;"
"ContaxDbProvider"="MSExchange=[Server Name]"
"NetBackupPath"="H:\\WTX"

Note: Within registry files, double backslashes "\\" signify a single backslash character "\". Quadruple backslashes "\\\\" signify double backslashes"\\"

4b. Locate and verify/modify the SilentInstall.bat file in the ..\WordTricks\Setup directory, setting the network and local paths so that they match your installation.

Install WordTricks on the Workstation

4c. From the Workstation that will be used to complete the configuration of WordTricks, Run the SilentInstall.bat.

Note: WordTricks uses Ghost Installer to perform the application installation. The SilentInstall.bat uses a combination of the Silent.reg and Ghost Installer to configure and install WordTricks on the client workstations.

5. SQL Database Creation (For Clients Using a SQL Database)

5a. Use the SQL Enterprise Manager to create the WordTricks Database. Name the database "WordTricks".

5b. From the Security section of Enterprise Manager, create a login account that uses SQL Server Authentication. To simplify administration it is recommended that the same credentials be used as in step 2 (Creating a WordTricks network login account, ex. Name:WTX SQL Server Authenticatioin Password: wtx).

5c. Download and import into a SQL command window the latest WordTricks SQL Script File, then execute it. For WordTricks and DoxShop(document management) installations use (www.wordtricks.net/Downloads/WordTricks 9.1b Master DB Schema With DoxShop.sql), and for WordTricks alone, use (www.wordtricks.net/Downloads/WordTricks 9.1a Master DB Schema.sql).

5d. Using the WordTricks SQL login created in step 5b, create a database user in the newly created WordTricks database and assign the WTX user account to the "db_owner" role.

5e. Import either the WordTricks default firm database from ..\WordTricks\WTX_Firm.mdb, or an existing WordTricks database into the newly created SQL tables.

6. Configuration / Serialization

Using the WordTricks Configuration Utility

6a. Run WTX_Configure.exe from the network directory (...\WordTricks\Programs\WTX_Configure.exe) and verify that the Workstation settings match those in Step 4a.

Note: It is typical that the initial workstation be set as a "Testing Workstation" to allow it to test WordTricks updates. However, if this workstation is used as a template or image for others, the "Testing Workstation" option should be unchecked.

6b. Select the "Network Settings" TAB and set the Network Settings to reflect the database being used and the appropriate Network location.

Use the "Check Connection" button to verify that WordTricks can properly connect to the database. The indication shows a valid connection where shows a connection and/or data structure failure.

6c. Select the "Contax" TAB and configure the Contax Synchronization mode that is appropriate.

IMPORTANT: Click the save button to save the configuration information and then click the exit button to close the configuration utility.

6d. Run the Configuration Utility a second time from the network directory (..\WordTricks\Programs\WTX_Configure.exe) location and select the "Security Settings" TAB.

Enter the appropriate security information provided by WordTricks, Inc. and click the Serialize button.

Verify that the serialization succeeds.

IMPORTANT: Click the save button to save the configuration information and then click the exit button to exit the configuration utility.

6e. Run the Configuration Utility a third time from the network directory (..\WordTricks\Programs\WTX_Configure.exe) location and select the "Site Management " TAB.

Click the "Cancel" button when asked for a password.

Click the "Save To" button and note the location of the saved files:

These sample files will be used later to update the Silent.REG file in the ..\WordTricks\Setup folder and possibly a Relocate.ini file in the ..\WordTricks network directory.

Exit the configuration utility by clicking the Exit button.

7. Customization

Now that the WordTricks network and workstation configurations are complete, the ..\WordTricks\Setup\SilentInstall.BAT process must be updated.

Locate the Silent.REG file created in Step 6 (..WordTricks\Programs\Silent.REG) and copy it's contents.

Locate and edit the Silent.reg file (..\WordTricks\Setup\Silent.REG) used in the SilentInstall process.

Paste the Silent.REG information into the Setup version and edit it appropriately.

Note: The database provider information may appear to be garbled. This information is encrypted to protect the security of the SQL login account.

Notes and/or Limitations

This article is intended only to be a general guideline.

Please do not attempt to implement a WordTricks network installation without proper training and experience.