DatStat Illume Installation Guide

This guide walks you through installing DatStat Illume on Windows Server. Begin by selecting the Windows Server OS that you will be installing on.

1.Install IIS on Windows Server

Follow instructions below, based on which version of Windows Server you’re using.

Windows Server 2008 R2
  1. Open the Server Manager.
  2. Click Roles on the left pane.
  3. Click Add Roles.
  4. Check Web Server (IIS).
  5. Install the components indicated below.

Web Server

  • Common HTTP Features
    • Static Content
    • Default Document
    • Directory Browsing
    • HTTP Errors
    • HTTP Redirection
  • Application Development
    • ASP.NET
    • .NET Extensibility
    • ASP
    • CGI
    • ISAPI Extensions
    • ISAPI Filters
    • Server Side Includes
  • Heath and Diagnostics
    • HTTP Logging
    • Request Monitor
    • Tracing
    • Custom Logging
  • Security
    • Request Filtering
  • Performance
    • Static Content Compression
    • Dynamic Content Compression
  • Management Tools
    • IIS Management Console
    • IIS Management Scripts and Tools

Windows Server 2012/2012 R2
  1. Open the Server Manager.
  2. Click manage then Add Roles and Features.
  3. Select Role-based or feature-based installation.
  4. Select the server you wish to install to.
  5. Install the components indicated below.

Application Server

  • .NET Framework 4.5
  • TCP Port Sharing (Optional)
  • Windows Process Activation Service Support
  • HTTP Activation
  • Named Pipes Activation
  • TCP Activation

Web Server

  • Common HTTP Features
    • Default Document
    • Directory Browsing
    • HTTP Errors
    • Static Content
    • HTTP Redirection
  • Health and Diagnostics
    • HTTP Logging
    • Custom Logging
    • Logging Tools
    • Request Monitor
    • Tracing
  • Performance
    • Static Content Compression
    • Dynamic Content Compression
    • Centralized SSL Certificate Support (Optional)
  • Application Development
    • .NET Extensiblity 3.5
    • .NET Extensiblity 4.5
    • ASP
    • ASP .NET 3.5
    • ASP .NET 4.5
    • CGI
    • ASAPI Extensions
    • ASAPI Filters
    • Server Side Includes

Was this helpful? Yes No Suggest edit

3.Create an IUSR Account

This account will be used by IIS to authenticate against the folder structure, and to run the WebUI, DesignerService, and Collector application pools.

  1. Open the Computer Management Console.
  2. Expand Local Users and Groups.
  3. Click on Users.
  4. Click Action -> New User.
    • Enter the username you wish to use (IUSR_DatStat in this example)
    • Enter a secure password
    • Uncheck User must change password at next login
    • Check User cannot change password
    • Check Password never expires
    • Click Create
    • Click Close
  5. Double click the new user.
    • Click Member of
    • Click Add
    • In the Enter object names to select textbox, type IIS_IUSRS
    • Click OK
    • Click OK

Was this helpful? Yes No Suggest edit

4.Download and Extract

To download and extract, follow these steps:

  1. Request the server disk set through a support ticket.
  2. Download the disk set from that ticket.
  3. Extract the files to your desired path (c:\datstat in this example).

Was this helpful? Yes No Suggest edit

5.Configure Permissions

Set permissions to the folders below as indicated for the IUSR_DatStat account created earlier.

  • DatStat – Read/Execute – Recursive
    • Archive – Read/Modify/Execute
    • BackupSessions – Read/Modify/Execute
    • DesignerService/SurveyManager – Read/Modify/Execute
    • DesignerService/Temp – Full Control
    • LocalDataTransfer – Full Control
    • Logs  Full Control
    • SessionRecovery  Read/Modify/Execute
    • Temp – Full Control
    • WebUI/Charts – Read/Modify/Execute

Was this helpful? Yes No Suggest edit

6.Edit Configuration Files (web.config)

There are 4 configuration files that are required to be updated for the Illume product.  These files are listed below:

  • \collector\web.config
  • \designerservice\web.config
  • \WebUI\web.config
  • \windowsservice\datstatservice.exe.config

These files exist in the folder structure already as .template.  To edit these files perform the following actions:

  1. Copy the .template file to a new file and name as appropriate (as indicated above).
  2. Edit the document in a text editor and search for #. Places in the template files where ## exists are places that require updating.
  3. In the datstatservice.exe.config file, ensure the connection string is updated (it does not contain a ##).

Was this helpful? Yes No Suggest edit

7.Configure IIS

Each install of Illume has 3 components:

  • WebUI – Front end for administration of surveys, studies, participants, and related items
  • DesignerService – Backend for the WebUI, Survey Manager, and SDK Calls
  • Collector – Survey front end for participants

Create Application Pools

Each of these components runs on its own’ IIS Application pool with its own dedicated resources. In order to facilitate this, you will need to perform the following actions:

Make 1 application pool for each component

  1. Open the IIS Manager.
  2. Click on Application Pools.
  3. Click Add Application Pool.
    • Give the Application Pool a name that will help you identify it (I.e. DatStat-Collector)
    • Select .NET Version 4.0
    • Click OK
  4. Right Click on the new Application Pool and choose Advanced Settings.
  5. Change the identity by clicking in the text box and clicking the ellipsis button (…)
    • Click Custom Account
    • Click Set
      • Enter the Username and Password of the IUSR account created earlier (IUSR_DatStat)
      • Click OK
    • Click OK
  6. Repeat for each remaining Application Pool.

Create IIS Applications

Create an Application for each component

  1. Find the site you want to add your Applications to.
  2. Right click and select Add Application.
    • Enter the component name for the Alias (i.e. Collector)
    • Change the Application Pool to the one appropriate for the component (i.e. DatStat-Collector)
    • Enter the Physical Path of the DatStat component’s folder (i.e. c:\datstat\collector)
    • Click Connect As
      • Select Specific User
      • Click Set
        • Enter the Username and Password of the IUSR account created earlier (IUSR_DatStat)
        • Click OK
      • Click OK
    • Click OK
  3. Repeat for each remaining application.

Was this helpful? Yes No Suggest edit

8.Install the Windows Service

To install the Windows Service, follow these steps:

  1. Open a Command Prompt as administrator.
  2. Change to the correct drive (c:).
  3. Change to the directory where the windowsservice folder is (cd c:\datstat\windowsservice).
  4. Install the Service : sc create “DatStat Service” binpath= c:\datstat\windowsservice\datstatservice.exe (Notice there is a space between binpath= and the path).
  5. Open the Services management console.
  6. Find the DatStat Service.
  7. Double click on the service.
  8. Change the Startup Type from Manual to Automatic (Delayed).
  9. Start the service.

Was this helpful? Yes No Suggest edit

9.Create the Database Schema

To create the database schema, follow these steps:

  1. Open a Command Prompt as administrator.
  2. Change to the correct drive (c:).
  3. Change to the directory containing the database utility (cd c:\datstat\databaseupgrade).
  4. Run the database upgrade utility : databaseupgrade -s <ServerIP> -d <DatabaseName> -u <DatabaseUser> -p <DatabaseUserPassword> .

 

Was this helpful? Yes No Suggest edit

10.Validating Installation

Once the database upgrade utility is complete you can validate your installation by performing the following steps:

  1. Visit https://hostname/WebUI, You should be presented with a Login screen.
  2. Visit https://hostname/collector/survey.ashx?Name=BadSurvey, You should be presented with a message that says that the system could not find a survey matching that name.

If you do not see either of these messages, please check your configuration files to validate the settings, or your logs to see if there is any indication as to what could be the issue.

Was this helpful? Yes No Suggest edit
Suggest Edit