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DBXL v2.2 Setup Instructions

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Posted By: ErnestoM Views: 454
Date Added: 06-30-2008

For a fully formatted version of this document, please click the Download link above. Visual formatting has been toned down for html publishing. 

Pre-requisites for the Machine

Before installing Qdabra Database Accelerator Suite (DBXL), make sure that your environment meets the requirements needed for the scenario you are targeting.

Server Scenarios

  • Local Standalone – for developer debug and testing
    • Windows XP Professional or Windows Server 2003, or Windows Vista Business or Vista Ultimate
    • MSDE or SQL 2000 with SP4 or SQL EXPRESS, SQL COMPACT or SQL 2005
    • IIS 5.1 or IIS 6.0
    • .NET Framework 2.0
  • Domain Database – for teams that don’t use SharePoint
    • Windows XP Professional or Windows Server 2003, or Windows Vista Business or Vista Ultimate
    • MSDE or SQL 2000 with SP4  or SQL EXPRESS, SQL COMPACT or SQL 2005
    • IIS 5.1 or IIS 6.0
    • .NET Framework 2.0
  • If SQL server and DBXL are on separate servers, use SQL Authentication. To use Windows Authentication, you will need to:
    • Give the server machine account where the Web Service is installed sysadmin access to the SQL instance.
    • Run ASPNET under a domain account.
  • Domain SharePoint – for teams that use SharePoint
    • Same as Domain Database, except Windows XP/Vista, which do not host SharePoint
    • Windows SharePoint Services 2003 or 2007
Important considerations:

• The user who installs DBXL must have permission to create databases in SQL.
• When installing DBXL on a Windows XP Professional machine, ASPNET must have permissions on the SQL database in order to correctly configure and use the Qdabra sample forms.
• To use the SharePoint Web Part that ships with DBXL you must install the suite on the same machine as Windows SharePoint Services.
• To use a domain account for the Application Pool (which grants the Web Service the ability to access other resources on the network) make sure that account is added to IIS_WPG.
• There is a known bug in Vista WebDAV redirector for client machines accessing Web Services. Therefore, if you have users running Vista, you must install the DBXL WebDAV handler on the root of the server where DBXL is installed. Those steps are discussed below. When installing on a machine that also has SharePoint, we recommend setting up DBXL on a separate website from SharePoint (using a different port or host headers).

Client Scenarios

• Windows XP or Windows Vista
• Office 2003 or 2007
• InfoPath 2003 or 2007
• Outlook 2003 or 2007
• Internet Explorer 6.0 or higher (Firefox is not supported)
• Set http://<servername> as a local intranet site in Internet Explorer’s security settings if the site is not in the intranet.
• Domain authentication for users (such as VPN)

Pre-Installation Release Notes

Only the person that installed Qdabra DBXL can uninstall it

If you plan to use the Qdabra DBXL Web part to display files in your SharePoint Web pages, you will want to install the Qdabra DBXL Web Part. However, only the person that installed it can uninstall it. To allow anyone to uninstall, you will have to use a special command to run the installer:

1. Go to Start > Run.
2. Type cmd and press Enter.
3. Use the cd command (change directory) to navigate to the folder where you downloaded the Microsoft Installer (MSI) file for the Qdabra MyForms Web Part.
4. Type the following command and press enter: msiexec.exe /i "Qdabra MyForms Web Part.msi" allusers=1

DBXL will assume SSL port number when installing on a site with https

If you install DBXL on a website configured to use https but change the configuration to http later and reinstall, you will receive the error “Could not initialize the database.” When you configure the web site to use https it is storing the port number as 443. When you remove the server certificate from the default website and reconfigure it to use http, it is not removing the SSL port number from that default website. To prevent this problem, you will have to remove the port number manually:]

1. Open Inetmgr.
2. Open the properties of the web site which we configured to use https.
3. Delete the SSL port number.
4. Click on the Apply and OK buttons.

Installing v2.2 simultaneously with v2.1

If DBXL v2.1 is already installed, you must create a new directory and choose it to install DBXL v2.2. Make sure to also specify different names for the databases DBXL will create during installation.

Install the Qdabra Database Accelerator Web Service

1. Double-click on the installation msi file. If installing on Vista, run the installer as Administrator.
2. Click Next in the welcome screen.
3. After reviewing the End User License Agreement, select I Agree and click Next.
4. In the Installation Address screen, select the site for installation from the dropdown and enter the name for the Virtual Directory. Click Next.
5. In the Confirm Installation screen, click Next. You will see a bar indicating the progress of the installation.
6. The Log On tab allows you to indicate the account that will run DBXL:

a) Select between Predefined and Configurable account credentials, noting that if you select Configurable account credential you must provide an Account and password.
b) Click Next to proceed to the following tab.

7. In the SQL Server tab, you will indicate the database where DBXL will store all documents:

a)  Enter the SQL Server name. For example, in the case of a SQL Express installation, this will be (LOCAL)\SQLEXPRESS.
b) Select the Authentication type used to access the SQL server from the dropdown

• If you select SQL Server Authentication, fill out the User name, Password and Confirm password fields.

c) Enter the Database where DBXL documents will be stored.
d) Click Next to proceed to the following tab.

8. In the Document Security tab, you can set up permissions for DBXL. For more information on Permissions, see the document titled Understanding DBXL Permissions:

a) Enter the DBXL Admin security group name. The members of this  group can add document types and manage access permissions to DBXL document types
b) If you check Set Global User Permissions checkbox, the users in this group will have access to all the documents in the DBXL.
c) If you uncheck Set Global User Permissions checkbox, you will have to set permission on individual document types, since these Global Permissions will not be enforced.
d) Click Next to proceed to the following tab.

9. The Active Directory Service is used to obtain username and other Active Directory Information:

a) In LDAP Path textbox, the default value is populated from the system when a domain controller can be contacted.
b) Alternatively, enter the LDAP Path (for example: LDAP://DC=DomainName,DC=com) when domain controller is not in contact.
c) Click on Next to go to the following tab.

10. QueryDB will allow InfoPath forms to query the database tables to populate dropdown lists and other form fields.

a) Enter the default SQL Server name to which DBXL will connect.
b) Select the Authentication method from the dropdown list.

• If you select SQL Server Authentication, enter the User name, Password and then Confirm password.

c) Enter the Default database to be used for queries.
d) Click on the Test Connection button to test the values entered.
e) Click Next to proceed to the following tab.

11. The Samples tab lists the tables that the DBXL installer will create by default. You may change the name of the QdabraSamples database if you wish to rename it.
12. Click on Finish to continue the installation.
13. Click on Close in Installation Complete screen to complete the installation.

Install QdabraMyFormsWeb Part

To obtain this package, go to http://www.infopathdev.com/ and click Downloads, then click Qdabra Database Accelerator under Browse Files. You will see packages for SharePoint 2007 and for SharePoint 2003.

SharePoint 2003

1. Install the Web part:

a. Save the installation package to the server machine and double click to run.
b. Click on Run in the security warning window when it asks you to run or save the file.
c. Click on Run in the unknown publisher window.
d. Click on Next in the Qdabra MyForms Web part Setup window.
e. Click on Yes on the Qdabra MyForms Web part Setup window.
f. Click on OK to the message Installation was successfully completed.
g. After Web part is installed successfully click on Start > Run.
h. Enter cmd and click OK.
i. Enter iisreset in command prompt and click Enter.
j. Exit the Command Prompt after IIS is restarted successfully.

2. Add the DBXL My Forms Web part to the SharePoint Web Part Gallery:

a. Go to the local SharePoint site.
b. Click on Site Settings.
c. Click on Go to Site Administration.
d. Scroll down and click on the Manage Web Part Gallery link.
e. Click on New web part option.
f. Scroll down and select Qdabra.Dbxl.Webparts.Sharepoint.MyForms.MyFormsWebpart option
g. Scroll back up and click on the Populate Gallery button.

SharePoint 2007

1. Copy Web Part Binaries

a. Click on Start > Run.
b. Enter inetmgr in the Open dialog box and click OK.
c. Expand Machine name (Local Computer) and then expand Web Sites.
d. Go to SharePoint (80) and click on Open to go to the appropriate <GUID> directory
e. Create a directory with the name bin and copy Qdabra.Dbxl.WebParts.MyForms.dll and the config file of Qdabra.Dbxl.WebParts.MyForms.dll.config
f. Right click bin and choose Open. Keep this window open for step below.

2. Modify web.config:

a. Move one folder up and open web.config.
b. Add the Safe control line:
<SafeControl Assembly="Qdabra.Dbxl.WebParts.MyForms, Version=2.0.0.1, Culture=neutral, PublicKeyToken=3af9aaaa5e0e3242" Namespace="Qdabra.Dbxl.WebParts.MyForms" TypeName="*" Safe="True" />
c. Save web.config.

3. Add the webpart to the Global Assembly Cache for the local computer:

a. Select Run from the Windows Start menu.
b. Type cmd and click OK.
c. Type cd %windir%\assembly and press Enter.
d. Type start . and press Enter
e. Drag and drop the Qdabra.Dbxl.WebParts.MyForms.dll form the window opened in step 1f above to the new window.

4. Add the DBXL My Forms Web part to the SharePoint Web Part Gallery:

a. Open your SharePoint site by entering URL http://servername in Internet Explorer.
b. Click Site Actions at the top left of the page, select Site Settings, and select Modify All Site Settings.
c.  Click Web Parts under Galleries column.
d. Click New.
e. Scroll down and check Qdabra.Dbxl.WebParts.MyForms.MyFormsWebPart.
f. Scroll back up and check Overwrite File if It Already Exists.
g. Click Populate Gallery.

Optional Components

Qdabra Database Accelerator automatically installs the following components. These installation steps are provided to help you manually install the tools later should you experience problems.

Install Qdabra WebDAV Root Protocol Handler

To workaround a bug in Windows Vista, you may have to install a special WebDAV protocol handler in the root Web site. This is because Windows Vista always queries the root Web site regardless of where your installation lives.

1. Open inetmgr.exe on your server
2. Expand the Web site where DBXL is installed
3. Right click on the QdabraWebService
4. Select open
5. Open the bin folder
6. Copy the Qdabra.Dbxl.WebDAV.dll from this folder
7. Return to Internet Information Services
8. Right click on the default Web site
9. Select open
10. Open the bin folder
11. Paste the Qdabra.Dbxl.WebDAV.dll into this folder
12. Click Start > Run and enter cmd.exe
13. Navigate to the bin folder where you copied Qdabra.Dbxl.WebDAV.dll
14. Add the dll to the Global Assembly Cache for the local computer
15. Open Control Panel and click on Administrative Tools
16. Double click Microsoft .NET Framework 2.0 Configuration
17. Expand My Computer and click on Assembly Cache
18. Click Add an Assembly to the Assembly Cache in the view.
19. In the dialog that pops up enter the path to the dll referenced in the above steps
20. Click OK

We recommend setting up DBXL on a separate Web site from SharePoint. If you are installing on a SharePoint site, you have to install a native ISAPI filter in place of the root WebDAV protocol handler. Follow these steps:

1. Click on Start > Run and enter inetmgr.exe
2. Right-click on the Web site and choose open
3. Navigate to the bin directory in the folder that opens
Note: if the bin directory does not exist, please create one
4. Copy the QdabraDBXLRootWebDAV.dll to the bin folder
5. Return to inetmgr and right click on the Web site, choose properties
6. Select the ISAPI Filters tab
7. Click Add
8. Enter QDAV for the name and browse to the QdabraDBXLRootWebDAV.dll file that you copied to the bin folder above.
9. Click OK
10. Select the newly added QDAV filter
11. Click on the up arrow to move it to the top of the list

Set-up the DBXL Administration Tool (DAT)

DAT is automatically set up during installation of DBXL. However, should you need to setup DAT manually, follow these steps.

1. Open the following URL in IE: http://<servername>/QdabraWebService/DbxlAdmin.asmx
2. Click on Publish DAT Form Template method.
3. Enter the path of the DAT-Template form, which is saved to the local drive. In a default installation, the path will be C:\Inetpub\wwwroot\QdabraWebService\install\DAT-template.xsn.
4. Call PublishDATFormTemplate method by clicking on Invoke button.

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