Serversetup2


OrgChart Now Server Setup Guide

Intended Audience: Certain OrgChart Now customers choose to install OrgChart Now as an on premise solution. This document is not relevant to customer using the cloud service.

Introduction: This document details how to set up the base server for OrgChart Now. This document is recommended for someone who already has some experience with Windows Server 2012

Before you begin:

  1. Request a DNS name from your system administrator. For example, ‘orgcharts.mycompany.com’
  2. Make sure the DNS is mapped to your server’s IP address (your system administrator can do this)
  3. Request an email from your IT department. This address will be used for sending support emails (such as password resets). The email address should be something like moc.ynapmocym|strahcgro#moc.ynapmocym|strahcgro.
  4. Make sure OfficeWork Software (or distributor) has supplied you with a link to installer files and a software key. Contact moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro for more information.


Optional: You may want to install Google Chrome on your server to make downloading files easier – See Install Google Chrome section at the end of this document.

Remote Login

  1. From your computer, Remote Login to your Server

Install IIS and Components

  1. If ‘Server Manager’ is not already running, launch it.
  2. Click on the ‘Manage’ menu
  3. Select ‘Add Roles and Features’
    1. On the ‘Before You Begin’ screen click [Next] (Note: This screen may not be shown for some configurations).
    2. On the ‘Installation Type’ screen make sure the ‘Role-based or feature-based installation’ radio button is selected and then click [Next]
    3. On the ‘Select destination Server’ screen make sure your server is selected and click [Next]
    4. On the ‘Select Server Role’ screen:
      1. Check the ‘Web Server (IIS)’ option
      2. You may be prompted with ‘Add features that are required for IIS’ - If so, [Click Add Features]
      3. Make sure the ‘Dynamic content compression’ option is checked (under Web Server (IIS) | Web Server | Performance’
      4. Click [Next]
  4. On the ‘Select features’ screen click [Next]
  5. On the ‘Web Server Roles (IIS)’ screen click [Next]
  6. On the ‘Role Services’ Screen
  7. Expand ‘Application Development’ section
  8. Check the ‘CGI’ option
  9. Click [Next]
  10. On the ‘Confirmation Screen’ click [Install]
  11. When installation is complete, click [Close]. If installation fails, contact your IT Administrator for guidance (you have a site specific issue).

Install Python

  1. Download Python
    1. Go to the web site: https://www.python.org/downloads/release/python-2711/
    2. Download version 2.7.11 of Python (Make sure to download ‘Windows X86-64 MSI Installer’ for 64 bit servers)
  2. Install Python
    1. After download is complete, run the file ‘xxx.msi’ (xxx is the installer version)
    2. Select ‘Install for all users’ [Next]
    3. Select ‘Destination Directory’ screen- Make sure ‘C:\Python27\’ is set for the directory – Click [Next]
    4. Customize screen – Click [Next]
    5. Click ‘Finish’
  3. Add Python entry to the PATH Environment Variable
    1. Open File Explorer
    2. Right Click on ‘This PC’
    3. Select ‘Properties’
    4. Click on ‘Advanced System Settings’ (on the left)
    5. Click on the ‘Advanced’ Tab
    6. Click on ‘Environment Variables…’
    7. Click on ‘Path’ (in the bottom list)
    8. Click Edit…
    9. In the ‘Variable value:’ text area. Add the following text: : ‘;C:\Python27’ [Do not replace existing text – add to the end of the existing text]
    10. Click OK, Click OK, Click OK

Install GhostScript

  1. Download and Install GhostScript
    1. Go to the website - http://www.ghostscript.com/download/
    2. Click on ‘GhostScript 9.XX’ under ‘Postscript and PDF interpreter/renderer’
    3. Select ‘Ghostscript GPL Release’ in the Windows (64-bit) row
    4. Double click on the downloaded gs***.exe
    5. Click ‘Run’ when prompted
    6. Select default installer options as you proceed through the install wizard
    7. Make sure the ocn_config.xml is updated correctly (see Install OrgChart Now Application section below)

Install OrgChart Now

  1. Create the following folder on the C: drive
    1. OCNKeys
  2. Copy the file ‘ocn_config.xml’ to the OCNKeys folder and modify as needed
    1. This file is supplied with the installer but must be modified as follows (using a text editor like notepad)
      1. Set <publink> to the web address (e.g. http://yourserver.com) of your server
      2. Set <ghostpath> to the actual path to the ghost application
      3. Set <applogin> to the address (e.g. yourserver.com) of your server
      4. Set <emailsvr> to your email server address (e.g. smtp.yourserver.com)
      5. Set <emailaddr> to an email address that will be used as the from address for password resets
      6. Set <emailpw> to the password for the email address
      7. Set <emailname> to the name that will be associated with the email address (e.g. Org Chart Support)
      8. Set <emailport> to outbound port for your email server (e.g. 8025)
      9. Set <toolspw> to any string – this is the password required for some administrator tools
      10. Make sure <storelink> is set to blank (<storelink></storelink>)
      11. Set <bdoor> to any string – this is the passcode used for emergency access to your system. Contact moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro if you ever need to use this feature. The passcode in itself cannot be used to access the system.

Note 1: If email authentication is not supported by your email server, add the following tag: <emailauth>0</emailauth>. Try this resetting your password (from the OrgChart Now login screen) – if you do not receive an email, you may need to set the ‘emailauth’ tag to ‘0’. Make sure to regenerate the configuration after updating the tag (See the section – ‘Updating the OCN_Config.xml file’).

Note 2: If you don’t have your DNS name you can use the IP address. When you do have a DNS name for your server, see the section – ‘Updating the OCN_Config.xml file’
Note: If you don’t have an email address you can put in any valid placeholder string. See the section – ‘Updating the OCN_Config.xml file’ when you obtain the support email address.

  1. If you modify the ‘ocn_config.xml’ AFTER installation, you must run a python script
    1. Launch Powershell (or similar)
    2. Type ‘cd “C:\OCNInstall” <return>
    3. Type ‘python uregenconfig.py” <return>
  2. Copy the ‘ocninstall.zip’ file to your server and unzip to your C: drive
    1. Delete the ‘OCNInstall’ folder from C:\ (if it already exists)
    2. Right click on the OCNInstall.zip file
    3. Select Extract All…
    4. Set the directory path to C:\ when prompted in unzip
  3. Install Org Chart Now
    1. Launch Powershell (or similar)
    2. Type ‘cd “C:\OCNInstall” <return>
    3. Type ‘python uocninstall.py <version>” <return> [Check inside the OCNInstall folder to find the version] [Example: python uocninstall.py OCN28]
    4. Examine the output and see if the install completed successfully. If not, correct the issue and re-run the uinstallocn.py (see previous step). Usually the issues are related to the ‘ocn_config.xml’ file
  4. Right click on the PXBin folder (on C:\) and select ‘Properties’
    1. Select Security Tab
    2. Click Edit Button
    3. Click Add Button
    4. Type IUSR (Enter object names to select) [Click OK] - See Figure 1
    5. Give IUSR Full Permissions on the PXBin folder - See Figure 2

Install Python Modules

  1. If you are upgrading, you can use the following procedure to check if you need to upgrade or install any modules.
    1. Launch Powershell
    2. Type ‘cd C:\OCNInstall’
    3. Type ‘python ucheckmodules.py’
    4. If the script does not complete successfully, install missing module (see next steps) and rerun ucheckmodules script.
    5. If the script completes successfully, upgrade modules as needed (use procedure in next steps). Rerun ucheckmodules script to make sure all modules are the correct version.
  2. Install required Python modules using installers
    1. In Windows Explorer, navigate to the folder “C:\OCNInstall\OCNXXX\PXApp\Modules’
    2. Double click on ‘Pillow-2xxx’ installer. Install on your server using the standard install wizard settings.
    3. Double click on ‘geventxxx’ installer. Install on your server using the standard install wizard settings.
    4. Double click on ‘pywin32xxx’ installer. Install on your server using the standard install wizard settings.
  3. Install additional required Python modules using cmd shell
    1. Launch Powershell
    2. Type ‘cd C:\OCNInstall\OCNXXX\PXApp\Modules’ and hit return (where XXX is the version being installed [Use Windows Explorer if you need to find the exact path])
    3. Type ‘cd setuptools-X.X.X’ and hit return (replace X.X.X with actual version)
    4. Type ‘python setup.py install’ and hit return
    5. Type ‘cd ..’ and hit return
    6. Type ‘cd chardet-X.X.X’ and hit return (replace X.X.X with actual version)
    7. Type ‘cd ..’ and hit return
    8. Type ‘python setup.py install’ and hit return
    9. Type ‘cd ..’ and hit return
    10. Type ‘cd defusedxml-X.X.X’ and hit return (replace X.X.X with actual version)
    11. Type ‘python setup.py install’ and hit return
    12. Type ‘cd ..’ and hit return
    13. Type ‘cd requests -X.X.X’ and hit return (replace X.X.X with actual version)
    14. Type ‘python setup.py install’ and hit return
    15. Type ‘cd ..’ and hit return
    16. Type ‘cd grequests-X.X.X’ and hit return (replace X.X.X with actual version)
    17. Type ‘python setup.py install’ and hit return
    18. Type ‘cd ..’ and hit return
    19. Type ‘cd httpagentparser -X.X.X’ and hit return (replace X.X.X with actual version)
    20. Type ‘python setup.py install’ and hit return
    21. Type ‘cd ..’ and hit return
    22. Type ‘cd pyad -X.X.X’ and hit return (replace X.X.X with actual version)
    23. Type ‘python setup.py install’ and hit return
    24. Type ‘cd ..’ and hit return
    25. Type ‘cd pypyodbc-X.X.X’ and hit return (replace X.X.X with actual version)
    26. Type ‘python setup.py install’ and hit return
    27. Type ‘cd ..’ and hit return
    28. Type ‘cd simple-salesforce -X.X.X’ and hit return (replace X.X.X with actual version).
    29. Type ‘python setup.py install’ and hit return
    30. Type ‘cd ..’ and hit return
    31. Type ‘cd suds -X.X.X’ and hit return (replace X.X.X with actual version).
    32. Type ‘python setup.py install’ and hit return
    33. Type ‘cd ..’ and hit return
    34. Type ‘cd xlrd-X.X.X’ and hit return (replace X.X.X with actual version)
    35. Type ‘python setup.py install’ and hit return
    36. Type ‘cd ..’ and hit return
    37. Type ‘cd xlwt -X.X.X’ and hit return (replace X.X.X with actual version)
    38. Type ‘python setup.py install’ and hit return
    39. Type ‘cd ..’ and hit return
    40. Type ‘cd python-dateutil-X.X.X’ and hit return (replace X.X.X with actual version)
    41. Type ‘python setup.py install’ and hit return
    42. Type ‘cd ..’ and hit return

IIS Setup

  1. If ‘Server Manager’ is not already running, launch it.
  2. Click on the ‘Tools’ menu
  3. Select ‘Internet Information Services’
  4. Expand the icon for your server (triangle to the left of your server name – on the left). Note: If prompted to get started with Microsoft Web Platform, select ‘Do not show this message’ and then select ‘No’
  5. Expand ’Sites’
  6. Right click on ‘Default Web Site’ and Select ‘Remove’ (answer Yes to ‘Are you sure?’ message)
  7. Right Click on ‘Sites’ and select ‘Add Website’
  8. Select ‘Add WebSite…’ (Right Click on Sites)
    1. Set Site name to OrgChartNow
    2. Set Physical Path to - ‘C:\PXApp’
    3. Host Name: <Host name> (See DNS Bindings section below if you want to set the DNS name later) – Can be left blank if needed
    4. Click ‘OK’ NOTE: If you want https setup you must install an SSL Certificate on your server. See you system administrator to obtain a certificate. Look for the SSL Certificate Installation Guide on the https://orgchartpro.com website for additional instructions.
  9. Select OrgChartNow (in IIS) and then double click on ‘Handler Mappings’
    1. Select ‘Add Script Map…’ (on the right)
    2. Set Request path to ‘*.py’
    3. Set Executable to ‘C:\Python27\python.exe -u %s’
    4. Set Name to ‘Python’
    5. Click OK
    6. Click ‘Yes’ if prompted about ‘ISAPI Extensions…’

Set Default Document

  1. If ‘Internet Information Services’ is not running do the following:
    1. If ‘Server Manager’ is not already running, launch it.
    2. Click on the ‘Tools’ menu
    3. Select ‘Internet Information Services’
  2. In IIS, select ‘OrgChartNow’ site (on the left under Sites on the left)
  3. In IIS, click on Default Directory Icon
  4. Click Add… (on the right)
  5. Type ‘login.html’ and click OK

Installation is complete!

Test by launching your browser and typing http://<yourserver>.com – this should launch OrgChartNow (showing the login screen).

Note: If you to configure the Refresh Scheduler please refer Refresh Scheduler Setup topic.

Setting a DNS Name in IIS (for OrgChart Now)

Note: Perform these steps if you need to change or set the ‘Host Name’ for OrgChart Now

  1. If ‘Internet Information Services’ is not running do the following
    1. If ‘Server Manager’ is not already running, launch it.
    2. Click on the ‘Tools’ menu
    3. Select ‘Internet Information Services’
  2. In IIS, right click on the ‘OrgChartNow’ site (on the left under Sites on the left)
  3. Select ‘Edit Bindings…’ - See Figure 3
  4. Select ‘Edit’
  5. Type in the host name (See ‘Before you begin’ section at the top of this document)

Updating the OCN_Config.xml file (After Installation)

Note: Perform these steps if you need to update the ‘OCN_Config.xml’ file

  1. Update ‘OCN_Config.xml’ as needed (in the C:/OCNKeys folder)
  2. Save ‘OCN_Config.xml’
  3. Run Powershell
  4. Type ‘cd C:\OCNInstall’
  5. Type ‘python uregenconfig.py’


Install Google Chrome (Optional)

  1. Launch Internet Explorer
  2. Go to – http://google.com/chrome
  3. Internet Explorer may block accessing the google site. Note: Sites you need to add trusted site may vary based on your location (for example: *.google.com.au for Australia).
    1. Add ‘http://*.google.com’ to trusted sites
    2. Add ‘https://*.google.com’ to trusted sites
    3. Add ‘http://www.gstatic.com’ to trusted sites
    4. Add ‘https://www.gstatic.com’ to trusted sites
  4. You can ignore the any other site requests (click ‘Close’)
  5. Once the chrome page is up, Click ‘Download now’ and then ‘Accept and Install’ to install Google Chrome. Click ‘Run’ when prompted.

Note: Before you exit Internet Explorer, you may want to delete all added entries from trusted site in order to return to default IE setting.
Go back to the optional Google section

Additional Information

Figure1(2).png

Figure 1 - - Go back to the permissions section

Figure2(2).png

Figure 2 - - Go back to the permissions section

Figure3(2).png

Figure 3 - - Go back to the DNS section

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