Mediachase Software

Instant Business Network™ (IBN) Collaboration Server
Web Based Project Management and Collaboration Solution

IBN-CS Web Portal: Server Installation
Version 4.5

05.04.2007

IBN 4.5 –IBN Server Installation

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Document history
Version
V 1.0

Date of update
05.04.2007

Changes

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Contents

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Introduction
“IBN server installation” will help you to install server version of Instant Business Network 4.5. We recommend you learning carefully all the units, paying attention to the notes regarding software requirements, as you are going to install IBN 4.5. Besides full installation description you can find here additional recommending and advices for making the installation and working process easy and convenient. You can use IBN Server in the trial mode for 45 days with some limits. The list of limits is on our site. You will have to activate the license as soon as trial version expiration takes place. You can get more details about it in one of the units below. We recommend reading the whole document before you start Instant Business Network installation. Pay attention to Chapter 6, if you have already worked with IBN 4.1 and would like to convert to IBN 4.5 Read this chapter carefully to transfer the data into the new portal with no loss.

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Chapter 1 System requirements
IBN Server software works onto Microsoft Windows and uses Microsoft SQL Server for data storing.

1.1 Software requirements
This unit contains essential system requirements for successful IBN server installation. Make sure your hardware and software satisfy the noticed requirements before you start installation process. If your hardware and software do not satisfy the requirements outright or partly, IBN will notify you during the installation process. This will however stop the installation process.

1.1.1 Basic software requirements
Windows 2000 Server with Service Pack 3 or later version or Windows 2003 Server Note: Windows 2003 is better speaking about safety and efficiency. Note: if you wish to install IBN Server onto Windows XP, you will have to pay attention to some restrictions, which appear in the working process; inobservance of which will turn to technical problems:
• •

Windows XP allows no more than 10 simultaneous connections to IIS web server; Only one Web Site in IIS can be run. It is recommended to stop all the Web Sites before IBN Client installation.

As IBN Client requires two connections (like every portal page), the amount of users who work with the Server on WinXP is extremely small. So we recommend you using server with Windows XP just for acquainting. Two services included into both operating systems which must be installed are the following:
• •

Internet Information Services (IIS) must be installed on the current server; SMTP Server must be installed for sending messages to your mail server.

1.1.2 Additional components
• •

MDAC 2.7 or later version; .NET Framework 1.1 – Open “Control panel” – “Add or remove programs”, you will see the following - This comes with Windows 2003 Server. these components as free from Microsoft site

Note: you can download http://www.microsoft.com
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1.1.3 SQL Server requirements for IBN Database

SQL Server 2000 SP3 or SQL Server 2005 working on local or available remote server. Using free versions of SQL Server (MSDE SP3 or SQL 2005 Express) is also possible;

Make sure, autentification mode «SQL Server and Windows» is installed on the SQL Server.

SQL DMO (SQL Server Client Tools) – on the SQL Server distributive.

Note: this component will be required by the wizard for converting database from IBN 4.1 to IBN 4.5. So it is necessary only in case you need data transfer to your new IBN 4.5 portal from IBN 4.1. Note: You can go to http://www.microsoft.com or use Windows Update to access these components. Don’t start IBN Server installation until you make sure your software do satisfy the noticed requirements.

1.2 Hardware Sizing requirements
IBN server is a scalable platform; it can support both small amount of users and thousands of users easily. Hardware requirements are noticed below. For small workgroups and development teams (less than 50 users): A Single Processor Pentium Server, with 256 Meg of RAM will be more than sufficient. If you are going to use MS SQL server on the same box, then you should consider adding an additional 256 Meg of RAM to bring the total 512 Meg. You should also have a disk drive capable of storing an appropriate amount of data for your organization For medium organizations and divisions (before 200 users): A Dual Processor Pentium Server, with 512 Meg of RAM will be more than sufficient. If you are going to use MS SQL server on the same box, than you should consider adding an additional 512 Meg of RAM to bring the total 1 Gigabyte. You should also have a disk drive capable of storing an appropriate amount of data for your organization. For large companies and organizations (unlimited): IBN is quiet flexible programme product. Using it, companies have to focus on advanced scaling technologies and account industrial capacities, maintained by our server software. Note: do not economize on memory and storage. Use as much available :this will have a possible effect on the IBN running speed.
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Don’t start IBN Server installation until you make sure your software and hardware do satisfy the noticed requirements.

1.3 Networking and DNS
As far as IBN intended to organize large amount of users through the nets which maintain TCP/IP protocol, the correct TCP/IP address is required. IBN provides using DNS name with no dependence on which kind of net you work with (private or public access, which allows connecting with IBN server). It is recommended to use a fully qualified DNS name, but you can also simply use an IP address. If you are unfamiliar with how to set up a DNS entry, you should contact your network provider or operations team.

Chapter 2 IBN Server Installation
IBN Installation Wizard is extremely simple to use. It will take no more than 15 minutes to install IBN and start working.

2.1 Installation package
You receive the installation package on the CD or download it from Mediachase site www.mediachase.com.

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Both are exact duplicates of each other in terms of contents. Unzip the ZIP file on the server on which you are going to install IBN Server.

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2.2 Running the IBN Server Installation Wizard
Simple using Install Shield Wizard of IBN will help you to install the IBN server quickly and start working. Note: Make sure, your software and hardware satisfy the noticed requirements, and you know IP address or DNS. Note: You have to belong to “Administration” group for IBN Server installation. Step 1 – Launching the Server Installer Once the file copying has been completed, start working with InstallShield Wizard by Setup.exe running.

Click “Next” in the displayed window. Step 2 – License agreement There is a license agreement in the displayed window. Select “I accept” and click “Next”.

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Step 3 – Customer information and serial number Type username and your company title.

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Step 4 – SQL Server Database Information Then you have to enter name of SQL server on your network, username and password that are authorized to create a new database on your SQL server. You can accept the default database name of IBN41 (recommended) or change it to another one you wish. Once you have done this click “Next”.

Step 5 – Establishing IBN Service Login for SQL Server This time you have to set the password which will be used by IBN server software in connection with SQL service, particularly for working with database, which will be created automatically in the installation process. This password can be random generated (recommended) or entered manually. Select “Generate random password” to create the password automatically, or “Enter password manually” to enter it on your own. In the last case, you will have to confirm the password you had entered. If you install IBN 4.5 on the same SQL server as IBN 4.1 or IBN 4.0 already work with, and if you want to save the working capacity of both systems, the password for connection with SQL Server will be constant. If you entered the password manually during IBN 4.1 (4.0, 3.5) installation, type the same password while IBN 4.5 installation. If the password was random generated for IBN 4.1 (4.0, 3.5), look for its meaning gin the register:
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HKEY_LOCAL_MACHINE\SOFTWARE\Mediachase\Instant Business Network\4.1\Server\Install, строка IBN_SQL_PASSWORD and enter while IBN 4.5 is being installed

After you have done all the actions, click “Next”. Step 6 – Selecting or creating the IBN web server InstallShield Wizard of IBN can install the software for internet portal automatically on the virtual web server created on running server, or create a new virtual web server in the IIS. You will also have to point SMTP server, which will be used for mail.

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Select the required information and click «Next». Step 7 – Company information, domain and language setting This time you have to enter the information to be used for finalizing the configuration of IBN server software. Fill all of the fields of the form. It is essential to make sure that you had entered the correct DNS or IP of your IBN server. Note: If you decided to use DNS name, make sure you have entered the fully qualified domain name into the “Server name” field. You can enter IP address of server instead of domain name. The entered name will be used later by users for access to IBN portal. They will enter the server name in address bar: For example, address can look as:
• • •

http://mycompany.mydomain.ru http://server1 http://xxx.xxx.xxx.xxx

Pay attention that this name (or IP address) will be required later both for logging into the IBN portal and for connection with IBN Client – messaging system. To connect to server, use the following type of login:

username@mycompany.mydomain.ru
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• •

username@server1 username@xxx.xxx.xxx.xxx

Type the text to be displayed in the «Title” field.

Once you have finished, click “Next”. Step 8 – Selecting setup type You will have to select setup type: custom or complete. Complete setup is used in most cases.

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Note: It is highly recommended to use complete setup. In case you select custom setup, you can change a folder where IBN Server will be installed. To do this click “Modify”.

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You can look through the information about area size on your hard disks. To do this, click “Disk”.

Step 9 – Starting and monitoring the installation process
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This time you will see the screen with “Install” button.

Check if the information you noticed is correct and click “Install”. As soon as you click this button, InstallShield wizard of IBN will start the installation process. It will take from between 2 to 10 minutes depending on the speed of your server and networking. During this time you will see the form similar to displayed on the left one, which will include the variety of actions that are being performed.

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Note: The command window can appear on the screen in the installation process. This is normal and you should let it go as it will be establishing certain setups with your database.

If the process is completed successfully, you will see the window which signifies that the installation is complete.

Chapter 3 Verifying IBN installation 3.1 Reviewing installed components
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Despite of the simple installation process, there are some essential facts, you should understand. Pay attention to the following items:

The working IBN databases were created on your SQL server; they form the basic center of keeping information, which is used by IBN users. If you use the Enterprise manager, you will see that they both start with the “IBN” letters. A full IBN web portal was installed and ready to be run. You can customize several portal settings if you wish. Users have an opportunity of IBN Client download – real-time client software from the portal which includes Windows, MAC, UNIX and PDA. You can download this software from “Download the IBN Client” portal page. The client software of IBN connects to server’s address based on the user login (username@mycompany.mydomain.com or username@192.xxx.x.x, depending on how you named your IBN server during installation.

The successful completion of all three stages means that IBN is installed and ready to be used.

3.2 Performing a quick validation
To verify all the components have been setup correctly, open up a web browser and type in the fully qualified domain name that you have setup as described above and hit enter. When you do this, you will see the page similar to the following.

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3.3 Using the default administrator account to login
For final verification, use the account information below to login to the IBN Portal. The default IBN administrative account is as follows: Login: admin Password: ibn Enter this information into the portal login area and click “Login”. Note: It is recommended to change this password as soon as possible. Once you have logged in, you will see the screen “My work” of the IBN portal.

3.5 Trial version restrictions
There are some minor functional restrictions while IBN trial version using. If you install trial version on a local server:
  

Duration: 45 days Quantity of users (maximum): 20 Quantity of external users: 10 Quantity of project groups: 2

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Chapter 4 Installing additional tools 4.1 Installing client tools: IBN Client, IBN Toolbox, IBN Screen Capture
Before you start working with the system, install IBN Client Tools on your computer. To install Client Tools go to “Get IBN Tools” page from the Home page and use “IBN Client Tools”.

Click “Download” corresponding to the package English version.

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Once the installation process is complete, launch IBN Client using the shortcut “Start – All programs - Mediachase – Instant Business Network – IBN 4.5 Client”. Default system user with administrator’s rights is created while portal installation process. This account can be used both for logging into the portal and connecting IBN Client to the server. Type account name in the “Name” field (“admin” originally)+@+<your portal address>. For example, “admin@mycompany.mydomain.com”. Enter password corresponding the account in the “Password” field (“ibn” originally).

Name complication is provided for simultaneous connecting IBN Client to different servers. There are two more applications included into the Client Tools: IBN Tool Box for easier working with IBN (especially if it is your first time of working with the system) and Screen Capture System which enables to take screenshots, make video and audio and send them to IBN users. Before you start making video using Screen Capture, install Windows Media Encoder 9 Series.

4.2 Installing MS Outlook Plug-in for Incidents
MS Outlook Plug-in for Incidents enables to manage Issues through the MS Outlook mail client. You can download this application from “Get IBN Tools” IBN portal page.

Chapter 5 IBN Server license activation 5.1 Activating your server license from trial
If you have reached this place after doing all the noticed actions, you have installed IBN Server successfully. Server has several restrictions in the trial version mode regarding amount of users, duration period and others. The full list of the restrictions is on the Mediachase site www.mediachase.com.

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IBN Server activation will provide an opportunity of additional user licenses and will take off the restrictions on the time of product use. To activate, you will need a serial number. The activation process is quite simple and quick. You can activate IBN Server through the internet or sending e-mail to our company. To activate the IBN Server any of these ways, you will have to use Mediachase product activator.

5.2 License activation
Do the following actions to activate your license. Step 1 – Launch IBN Server activation tool Click “Start – All programs - Mediachase - Instant Business Network - Activate IBN Server” as shown below.

Step 2 – License type choosing There are two license types you can activate. Use current license – This is for clients who have a licensed not-trial version of the IBN server running who are upgrading to another version, or are adding additional user licenses.

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Enter new product key – This is for new customers who have just purchased IBN license or have been given a serial number for activation.

Select the required item and enter serial number if you need, then click «Next». Step 3 – Choosing of activation method You can choose one of activation methods: secure automatic internet activation or by email. You can also stay in the demonstration mode.

Choose the required item and click «Next». Secure Internet Activation If you choose the Secure Internet Activation, you will see the window similar to the following one. To start the process of automatic activation, click “Start”.

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If you encounter a problem in the activation process, contact us by activation@mediachase.com - and we will contact you immediately to provide assistance. Activation by e-mail If you have chosen the activation by e-mail, you will see the window similar the following one. If your server is connected to Internet, click “Send e-mail”. The mail program with the filled fields “To” and “Subject” will appear.

Note: If you do not have e-mail capabilities for this machine, you must copy the subject text exactly and send the mail with the same subject to activation@mediachase.com . You will receive a response and a certificate with instructions to apply the license. On this stage the installation and verifying process will be completed. Please, read the “IBN Administration Guide” to prepare IBN quickly and correctly for effective work of organization.

Chapter 6 IBN 4.1 - IBN 4.5 converting
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If you have worked with IBN 4.1 and decided to turn to working with new system version - 4.5, use the following scheme for more comfortable convertation:
1. Install IBN 4.5 using new domain name. 2. Transfer the data from your IBN 4.1 portal using special proposal of IBN 4.1-4.2

Converter. 3. Make sure, all the data were transferred correctly.
4. If the converting process has been successfully completed, delete the old portal and

change the domain name of IBN 4.5 portal to the basic one.

6.1 Installation on the same server as IBN 4.1 is being run
Before you start new version installation, it is recommended to save all the reserve copies of your IBN 4.1 system database. To save the working capacity of both systems while IBN 4.1 Installation is being installed on the same server as IBN 4.0 is being run, keep the SQL server connection password with no changes. You have to enter this password on the 5th stage of IBN Server installation using InstallShield Wizard. To get more details, see 2.2 Running the IBN Server Installation wizard.

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If you typed the password manually while IBN 4.1 was being installed, type the same password while IBN 4.5 installation. If IBN 4.1 was created at a random, look for its meaning in the register. (HKEY_LOCAL_MACHINE\SOFTWARE\Mediachase\Instant Business Network\4.1\Server\Install, IBN_SQL_PASSWORD string) and enter this while IBN 4.5 installation.

6.2 IBN 4.1-4.5 Converter
If you’ve worked with IBN 4.1 and would like to convert it to IBN 4.5, you should transfer working information from the old portal to the new one. To make this process possible special IBN 4.1-4.5 Converter has been designed.

Step 1 IBN 4.1-4.5 Converter running
Go to: С:\Program Files\Mediachase\Instant Business Network\4.5\Server\Tools\ and run IbnConverterGui.exe. Note: if you modified installation folder during the installation process, converter route will not be the same.

Step 2 Convertation settings
Open “Settings” tab.

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Point SQL Server where IBN 4.1 is installed (you can select it from the list or type manually). Check the box “Use Trusted Connection” to use Windows authentification for connection to SQL Serve or type user name and the password. Select main database out which you will transfer the data (IBN Main DB). If you didn’t change main database name during IBN Server installation, it will have “IBN41” name.

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This time you will have to pint the similar information for IBN 4.5. Use “>” button to copy information for IBN 4.1 if you need. Attention: you will have to select corresponding companies both for IBN 4.1 and for IBN 4.5. All the data related to IBN 4.1 will be deleted.

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If you want to convert Issues correctly, you have to assign an Issue box. You can assign the one box for all the Issues being converted (“One Issue box for all Issues) or special box for every Issue manager. In the last case you have to point a manager (“Manager” field) for all the Issues (with no manager) being converted. Moreover, you have to select one of available calendars which will be assigned as a default calendar for every Issue box.

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Step 3 Data transfer process
Verify carefully the information you’ve entered and click “Convert”. Open “Log” tab to control the data converting process. In case of a mistake the information regarding it will be displayed in the application window. If data convertation process is complete you will receive the corresponding message.

6.3 Data converting features
The process of convertation from IBN 4.1 to 4.5 has several features:

Files and comments related Issues are converted into Issue forum messages. File versions are converted to separate messages. As a result of Issue creating process modification, e-mail boxes provided for external Issues (Incidents) are deactivated..

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6.4 Changing domain portal name
Once you have worked with IBN 4.5 and decided to continue using this version as a basic system, you can change domain name of the new portal to the one you used during working with IBN 4.1. To do this, run from c:\Program Files\Mediachase\Instant Network\4.5\Server\Tools\ the following command: IbnServerSetup.exe /act:rename /from:OldName /to:NewName where <OldName> and <NewName> are old and new domain names correspondingly. Business

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Chapter 6 Contacts and support 6.1 Technical support
If you have any difficulties with instillation and working with our products, contact us by support@mediachase.com

6.2 Contacts
If you have any questions or proposals, connected with products and services Mediachase supplies, contact us by info@mediachase.com or phone: PBX: +1 323-988-1071 Fax: +1 323-908-3960

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