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OrgPublisher 10.1 Installation Guide

1. Execute permissions Scripts and Executables OrgPublisher T Unload Application pool Figure 41 Directory Tab PublishedCharts Properties Directory Documents Directory Security HTTP Headers Custom Errors ASP NET Authentication and access control Enable anonymous access and edit the by authentication methods for this resource othentication Methods vw Enable anonymous accessi f Use the following Windows user account for anonymous access Erawse IUSF _SUP 2003 User name Password Secure cor Verify the IUSR account Authenticated access For the Following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists T Integrated Windows authentication TT Digest authentication for Windows domain servers Basic authentication password is sent in clear text f Conan soe hee heme bie Breer Figure 42 Authentication The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved KAU ag Ure conn EEE Revised 10 21 11 32 OrgPublisher 4 6 8 Select the HTTP Headers ta
2. WS Administration URL Ta 4 j x i 1 Please specify the URL of the folder where the OrgPublisher 10 Premier for SAP Solutions EN Web Administration host is to be D installed che O p Q g DI Beck Figure 20 Enter the Virtual Path aa Select Destination Directory Fieate select the drectoy where Ihe CigPublither 10 Premier hhes are bo be ratalled W C Program Files OigPub10 Browse OL DI Figure 1 i Back Harti Cancel Figure 21 Select Destination Directory 2 OrgPublisher 10 Premier for SAP Solutions EN Installation pa ee Installation Completed n e1 la Vil OrgPublisher 10 Premier for SAP Solutions EN has been gt successfully installed 2 4 Select the desired option below and press the Finish button to ab i exit this installation E ae et PE SET OVINI DREI U Optional Iv Create OrgPublisher icons on your Desktop Q Required IM Launch OrgPublisher now L Optional T View Getting Started Guide Lon Figure 22 Installation Completed The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VIVI aqguire Com fs a Revised 10 21 11
3. T n error occured while attempting to contact the chart server at this URL HTTP A Remoteserver dll Please contact the web administrator and verify that the server is configured correctly DE Figure 78 RemoteServer dll Error 3 Chart administrator or end users get a blank Internet Explorer screen with a red X in the upper left corner indicates a problem installing and registering the ActiveX control Installing ActiveX controls requires administrative rights on the PC The IT group can request Aquire s MSI scripts to assist in pushing out the plugins Please contact support aquire com if MSI scripts are required Include the full version number of OrgPublisher installed on the server Go to Help gt About OrgPublisher Ex 10 1 3042 1 d p Ba i oy tee http www2 aquire com products orgpubli O B Gx Communications File Edit View Favorites Tools Help x Figure 79 Red X The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VIVAI aguire com Revised 10 21 11 51 OrgPublisher 10 1 Installation Guide OrgPublisher Troubleshooting Tips 4 Error Unable to instantiate OrgPub32 as
4. The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved PLL Sy GL Ire cam a ee A ji HA AA o HEjHi5iiiililililililililililliltlt N RN AI lt ec yA A A 4 O O Revised 10 21 11 52 OrgPublisher 10 1 Installation Guide OrgPublisher Troubleshooting Tips Error Code Definition 407 Proxy Authentication Required the client has to authenticate with the proxy server before its request can be serviced 410 Gone the server no longer has the requested file 500 Internal Server Error indicates a typical server side error 501 501 Not Implemented the server does not support the HTTP method requested by the client 502 Bad Gateway an invalid response was received by the upstream server for which this server is a gateway 503 Service Unavailable the server does not support the service requested by the client The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aq
5. rr 42 Prerequisites for Testing Web Administration rr 42 TESA AGMIMISETAHO zzz ERRE AR I 43 Prerequisites for Testing Web Admin Publishing to EChart Rich Client 43 Test Publishing an EChart Rich Client Chart ir 44 Web Administration Next Steps cece cesses seen ee eeeeeeeeeeeeeteeaaeenneegs 50 Troubleshooting TIPS cece eee eee e eee e eee eee ened ee eee eee EERE EES SERRE EE HESS EaEES Sal The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VARA S GL Iire Com Revised 10 21 11 3 OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Installation OrgPublisher Installation The purpose of this document is to provide the information needed to successfully install OrgPublisher 10 on a workstation referred to as an OrgPublisher Client installation or to install OrgPublisher with Web Administration If installing OrgPublisher with Web Administration refer to the set of instructions that corresponds to the type of server where OrgPublisher will be installed Below is a list of Servers and corresponding installation guides Windows Server 2003 Use the OrgPublisher Web Admin
6. 2011 Aquire All Rights Reserved UU SG uire com fanne a Revised 10 21 11 16 OrgPublisher 1 9 Click Next and the Enter the Web 1 10 1 11 Administration URL dialog displays Enter opweb at the end of HTTP ServerName Note Verify the Web Administration URL HTTP ServerName opweb The ServerName is the name of the server where OrgPublisher is to be installed and the URL entered here is a virtual path that points to the physical path entered in the previous step If another path is used enter that path instead of the path above If this path is not entered correctly OrgPublisher will display an error message when launching Web Admin Click Next and the Select Destination Directory page displays Accept the default directory path C Program Files OrgPub10 OR type or Browse to change the directory path Then click Next The application install begins When the installation is complete the Installation Completed dialog opens Select Launch OrgPublisher now to create a DCOM entry The other items are optional Click Finish Note Launching OrgPublisher is required to create the DCOM entry which will be needed later in the OrgPublisher Web Administration installation OrgPublisher 10 1 Installation Guide OrgPublisher Web Administration Installation S3 OrgPublisher 10 Premier for SAP Solutions EN Installation ae T ro Enter The Web Fe lt 4
7. Computer Management 2 2 2 In the Computer Management dialog expand File Action View Help Local Users and Groups pesci 2 2 3 Select the Groups folder 2 2 4 In the Actions Menu select New Group Refresh Export List Fo A E a Help E fa Shared Folders E amp Local Users and Groups Users Figure 24 Creating the OPWeb_LG group The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WWW aquire cam E Revised 10 21 11 19 p r a OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Web Administration Installation 5 In the New Group dialog enter OPWeb_ LG in the Group Name field 6 Click Add and select the Domain Global Group OPWeb_GG group Click OK when finished 2 2 7 In the New Group dialog select Create and the OPWeb_LG group should appear in the list of Local Groups Creating the Local Group OPWeb_ LG on the Web Server Windows Web Administration Server with IIS Step 1 Create the Local a i a Group PW EG OPWeb_GG to tha local Global Group Local Group IR OP Web GG OPWeb_LG Figure 25 Creating the OPWeb_LG Group on the
8. Wizard View OrgPublisher xi Style Wizard No charts exist yet Either create a new chart or ask your administrator to place some sample charts on the server Publishing Wizard ition Type Wizard Posi Figure 59 Web Administration View Prerequisites for Testing Web Admin Publishing to EChart Rich Client e Itis recommended to test Web Administration on a workstation rather than the server In addition the server administrator may want to add their user account to the OPWeb_LG group for the purpose of accessing Web Administration with the same rights as the Chart Administrators e To open an OrgPublisher Echart Rich Client Chart users must have a pluginX viewer orgpubx ocx Users will be prompted to download the pluginX file from the Aquire Web Site when clicking on a chart link for the first time e Users must be administrators on their machines in order to install pluginX files e Refer to the OrgPublisher 10 PluginX Implementation Guide for more information on pluginX controls The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved Wii AaQuIre COM C a eee ee Revised 10 21 11 43 i i OrgPublisher 10 1 Installat
9. s Italiano OrgPublisher Version 10 Portugu s OrgPublisher Version 10 Italiano Do you want to run or save OrgPublisher101_English exe 87 5 MB from aquire com Save Cancel Figure 5 OrgPublisher Download The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VLA Sy GL JIBR GOT a ee a 0 e ii SI Ni iii Revised 10 21 11 10 OrgPublisher The Activation Information dialog box opens Copy and paste the License key and Registered Company Name in the appropriate fields Then click Next Note These values should be entered exactly as they appear in the License key email to avoid Invalid Key errors 4 The Welcome page displays Click Next 5 The License Agreement page displays Read and accept the OrgPublisher License Agreement by clicking Agree OrgPublis OrgPublisher 10 1 Installation Guide OrgPublisher Client Installation Activation Information Fieate erte the beens key and iegistened company name assigned bo the registered OrgPubkshe 10 owner License key W Mar Registered Company Name d DI Note IF you do not have a licente key please click the O More Infammeton
10. 3 3 Set NTFS Permissions for the ArchivedCharts Folder 23 3 4 Set NTFS Permissions for the SearchDictionary Folder 23 3 5 Set NTFS Permissions for the PublishedCharts folder 23 4 Configure Internet Information Services IIS iii 26 4 1 Create the OrgPublisher Application Pool i 26 4 2 Configure the Opweb Directory in IIS cece eee eeeeeeeeeeeeenes 27 4 3 Configure the SourceCharts Folder in IIS rr 29 The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved LAL GL Ire coam SS SS a _ Revised 10 21 11 2 OrgPublisher 10 1 Installation Guide OrgPubi isher Table of Contents 4 4 Configure the ArchivedCharts Folder in IIS 30 4 5 Configure the SearchDictionary Charts Folder in IIS ceceeee 31 4 6 Configure the PublishedCharts Folder in IIS ccccccseeseeeeeeeeenens 32 4 7 Enable All Unknown ISAPI EXtenSIons cece eeeeeeeeneeeeeees 34 4 8 When Allow All Unknown ISAPI Extensions is Restricted 35 5 Setup DCOM PEFIMISSIONS RR rasa 37 Testing OrgPublisher Web Administration
11. Insert Box Containing Person Drop the box containing a person in the chart white space orgPublisher Untitled t X z 1 dn Page Safety Tools File Edit view Insert Format Tools Data Options Help AHO Pih OX Bw S QS S BoP BuldMode 6d ViewMode O DH amp amp tai 2 A Look for Find names titles etc OO Search A Show 3 chart levels MES 100 X s E fe Normal style CA z Style wizard Box 1 6 Box 1 5 Publishing Wizard Job Title 1 5 Employee name Position Type Wizard Head Count Wizard ha Levels shown 3 Total head count 1 Done pesi si i FA Local intranet Protected Mode Off ta 100 4 Figure 65 Create a one box chart The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WAAL SG Ure Com E EE t1t1 1t1 tdt t142Z2 5 AAU_ R _ ll 8 S Revised 10 21 11 45 OrgPublisher 10 1 Installation Guide OrgPublisher Testing OrgPublisher Web Administration 8 Click on the Publish button in the toolbar OrgPublisher Untitled fp gt N 7 E Fa Pager Safety Tools File Edit Yiew Insert Format
12. Security HTTP Headers Custom Errors ASP NET elisa ino xi TT Enable content e 3 Web site content shou Registered MIME types file extensions Cc Expire immediately Expire after 1 day s C Expire on Wednesday Oc M Custom HTTP headers MIME Type X Powered By ASP NET Extension ocp MIME type application orgpublisher M Content rating y Ratings help your users to identify what type of 7 S Cancel content your site provides Edit Ratings M MIME types m IIS serves only files with extensions registered ay in the MIME types list To configure additional MIME Types d file extensions click MIME Types ath OK Cancel OK Cancel Figure 36 Set the ocp MIME type The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved AAV aguire com Revised 10 21 11 28 OrgPublisher 10 1 Installation Guide E OrgPublisher OrgPublisher Web Administration Installation 4 3 Configure the SourceCharts Folder in IIS 4 3 1 In IIS click to expand the opweb virtual directory Then right click on the SourceCharts folder and select Properties 4 3 2 The SourceCharts Properties dialog o
13. Web Server The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved Wii AaQuIre COM Revised 10 21 11 20 i A OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Web Administration Installation 3 Setting NTFS Permissions NTFS Permissions must be configured to access and secure OrgPublisher Web Administration 3 1 Set NTFS Permissions for the Opweb Folder 3 1 1 Navigate to C inetpub wwwroot 3 1 2 Right click on the opweb folder and choose Properties gt CX Local Dex cn iui n ne Orgie Speen Inciodelaibrary Ghateveth Aw Folder sir Reworked Mama Det resect board Tyne Sre BE htop E sepnet elert SAML LISI AM Pio Folder da Deurineds dc oeit SS AM Fife folder Racan PURB di oa G ISIZOLI 527P Fie Folder E Fade folder assi Cheers wa te sas Eite oer in new HIML Document LKB adi muse By roko scan with Hiort Forefront Endpoint Protection DID PAG image Lat EB ee Fictunta Sean veh Videos Restore previo verso Eniciude in brary Li E Computer Sand to DI Sut fig Network Coe Dese shoe bout Dasto Figure 26 Opweb Properties Select the Security tab 32155 3 1 4 Click Edit and the Permiss
14. an automation server indicates a permission or installation error Verify the DCOM permissions dcomenfg are correct If the error still occurs adjust settings to include the following DCOM permissions v In the DCOM permissions under the OrgPublisher X Document Identity tab select the Launching User Note If the error still continues this may require a reinstall per the installation guide OrgPublisher An error occurred while publishing all charts Unable to instantiate i OrgPub3 as an automation server Please venfy that OrgPublisher is installed correctly on the web server Figure 80 Unable to Instantiate error 5 Understanding HTTP error messages and their associated status codes is important when you need to troubleshoot IIS A few common errors on the client side 4xx error and server side 5xx error are listed below Error Code Definition 400 Bad Request the server cannot service the request usually because of an incorrect URL 401 Unauthorized the users credentials were not accepted by the authorization process 403 Forbidden the request could not be serviced for a number of reasons even though the user was authenticated 404 Not Found the server cannot locate the requested file 405 Method Not Allowed the client incorrectly issues a HTTP GET request when a HTTP POST request should have been issued 406 Not Acceptable the requested file is not supported by the client
15. in Access Permissions The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved KAUAI ag Ure conn IS Se ss O a Revised 10 21 11 40 OrgPublisher 10 1 Installation Guide E j i 4 OrgPublisher OrgPublisher Web Administration Installation 5 15 Inthe Select Users or Groups dialog click Advanced and in the dialog that displays select Find Now Select Users or Groups Select this object type Users Groups or Built in security principals From this location SUP 2008R2 Select Users or Groups Enter the object name Select this object type G bject Types 7 KA ES Users Groups or Built in security principals Object Types From this location SUP 2008R2 Locations Common Queries Name Starts with Y ica Ealurnng han Description Stare with Y Figure 57 Select Users or Groups 5 16 Select the following groups from the search results and click OK o Local Administrators Group nn T o Local Interactive Group _ n O Local IUSR Accou nt Users Groups or Built in security principals Object Types O Local IWAM Accou nt I Locati
16. in the Application pool ID field Select Use default settings for new application pool Then Click OK Add New Application Pool Ed Application pool ID OrgPublisher Application pool settings Use existing application pool as template Application pool name DefauktAppPool coi e Figure 32 Enter the Application Pool ID The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved UU SG uire com II ee GJ g illue ii i pn KNNJN JN UO ll 23 MW Revised 10 21 11 26 OrgPublisher 10 1 Installation Guide p i OrgPublisher OrgPublisher Web Administration Installation 4 2 Configure the Opweb Directory in IIS Ug File Action View Window Help e om XEBA m Zl mt Internet Information Services Name SUP 2003 local computer ArchivedCharts Fl Application Pools _J PublishedChatts O id Web Sites _J SearchDictionary Efi Default Web Site 83 Sourcecharts E Echarts OPAdmin htm HJ aspnet_client OPAdmin js OPAdmin opw Explore Open J See Permissions H Sov Browse l oe Akernate g New gt _J Web Service E gt 4 2 1 In IIS expand Web Sites and right click on the opweb virtual dire
17. of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VIVI aqguire com Revised 10 21 11 22 OrgPublisher 10 1 Installation Guide E Li OrgPublisher OrgPublisher Web Administration Installation 3 3 Set NTFS Permissions for the ArchivedCharts Folder 3 3 1 Navigate to the C inetpub wwwroot opweb 3 3 2 Right click on the ArchivedCharts folder and choose Properties 3 3 3 Repeat steps 3 1 1 through 3 1 8 for the ArchivedCharts folder ArchivedCharts folder NTFS permissions e Local Administrators Group Full Control e OPWeb_LG Modify e Network Service Read and Execute e IIS_WPG Worker Process Group Note Remove the Everyone Group in the ArchivedCharts folder 3 4 Set NTFS Permissions for the SearchDictionary Folder 3 4 1 Navigate to the C inetpub wwwroot opweb 3 4 2 Right click on the SearchDictionary folder and choose Properties 3 4 3 Repeat steps 3 1 1 through 3 1 8 for the SearchDictionary folder SearchDictionary folder NTFS permissions e Local Administrators Group Full Control e OPWeb LG Modify e Network Service Read and Execute e IIS_WPG Worker Process Group Read and Execute Note Remove the Everyone Group in the SearchDictionary folder 3 5 Set NTFS Permissions for the PublishedCharts folder 1 Navigate to the C inetpub wwwroot opweb 2 Right click on the PublishedCharts folde
18. re located aon nr computer A redirection to a URL Local path lopweblSearchDictionary lw Log visits 4 Index this resource i Script source access T Directory browsing Application settings Application name opweb101 Create Starting point Default Web Site gt lopwe configuration Execute permissions Scripts andExecutables Scripts andExecutables Executables orapublisher Unload Application pool Cancel Apply Help Figure 41 Directory Tab Directory Documents Directory Securit HTTP Headers Custom Errors ASP NET Authentication and access control Enable anonymous access and edit the bs authentication methods for this resource Dee the TT Windows user account for anonymous access Erase IUSR SUP 2003 User name Password sassgsags Qupu p Authenticated access For the Following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists IW Integrated Windows authentication Digest authentication for Windows domain servers TT Basic authentication password is sent in clear text Figure 42 Authentication The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclos
19. the Web server This file will use the standard ini file format and may contain a section named PublishFolders Each item in this section will describe a publishing destination directory in the format http DestinationUrl c inetpub ww wraoth MyFolder When alternate publishing directories are defined the Publishing Wizard will display a combo box allowing the user to access to any one of the alternate publishing URLs Figure 30 Web Admin NTFS Rights Graphic The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VAR 5 d Ure com o ee O O M S MM lt m Revised 10 21 11 25 p r OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Web Administration Installation 4 Configure Internet Information Services IIS 4 1 Create the OrgPublisher Application Pool 4 1 1 In IIS expand the Server and then Application Pools 4 1 2 Right click on Application Pools Go to New and select Application Pool tg Internet Information Services 9 8 SUP 2003 local computer logi DefaultAppPo Hg Op9 All Tasks Figure 31 New Application Pool 4 1 3 The Add New Application Pool dialog opens Enter OrgPublisher
20. 11 14 1 3 1 4 1 5 The License Agreement page displays OrgPublisher The Activation Information page opens Copy and paste the License key and Registered Company Name in the appropriate fields Then click Next Note These should be entered exactly as they appear in the License key email to avoid Invalid Key errors The Welcome Page displays Click Next Read and accept the OrgPublisher License Agreement by clicking Agree instal this software ue d I E O OrgPublisher 10 1 Installation Guide OrgPublisher Web Administration Installation ish o Pl __ Co a iz ee Activation Information ESS ki T di Fiecare arte the cem key and registered company name 9 i assigned to the registered OrgFubkshe 10 owner l License key W L Registered Company Mare al DI Note lf you do not have a icense key please click the 5 More Ir oimabon button More Information Back Next gt Cancel Figure 14 Activation Information rg Welcome a This inetabaton progam wil ireal Agure OrgPublicher 10 Premiet Precs the Hey bulion lo stait he instalation you can press i the Cancel button now you do not wari to install OrgPublshes 10 Fienie at this time Bo QI an ifa lt Back Cancel Figure 15 Welcome i License Ame b License Agreement aS NOTICE TO USER READ BEFORE INSTALLING SOFTWARE THIS IS A CONTRACT By INSTALLING THIS ps
21. 17 OrgPublisher 10 1 Installation Guide OrgPublisher Web Administration Installation OrgPublisher 1 12 The OrgPublisher application opens Then close the application after it opens successfully 1 13 Browse to the Web Administration Destination Directory Path C inetpub wwwroot opweb entered in Step 1 3 The following folders and files are created in the Web Admin installation e ArchivedCharts folder e PublishedCharts folder e SearchDictionary folder e SourceCharts folder e OPAdmin htm e OPAdmin js e OPAdmin opw Remoteserver dll a ie Computer Local Disk C inetpub wwwroot opweb Organize Include in library Share with New Folder s Favorites Mame Date modified Type Size MI Desktop de ArchivedCharts al29 2011 12 11PM File folder ip Downloads i PublishedCharts af29 201112 11PM Filefolder Recent Places SearchDictionary a 29 201112 11PM File folder di SourceCharts Ql29 2011 12 11 PM File Folder Libraries oP Admin gizgjz011 12 11 PM HTML Document 1 KB E Documents dis iS OP Admin af29 2011 12 11PM JScript Script File 1 KB usic a i OP Admin opw al29 2011 12 11 PM OPW File 1 KB E Pictures I E Wine S remoteserver all Ql25 2011 4 40 PM Application extension 540 KB Figure 22 Opweb Folder The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the e
22. 800080060 Check Integrated Windows A u t h en t i Ca t i on Authenticated access For the following authentication methods user name and password 4 3 7 Click OK until you close out the os sio access is disabled or access is restricted using NTFS access control lists M Integrated Windows authentication Digest authentication for Windows domain servers IT Basic authentication password is sent in clear text dialog box Figure 38 Authentication The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved UU SG uire com A Ss Se _ Revised 10 21 11 29 4 4 4 4 1 4 4 2 4 4 3 Check the Read check box 4 4 4 In the Execute Permissions dropdown select Scripts and Executables 4 4 5 Now select the Directory Security Tab 4 4 6 In the Authentication and access control section click Edit The Authentication Methods dialog opens Confirm that Enable Anonymous access is NOT selected Check Integrated Windows Authentication 4 4 7 Click OK until you close out the OrgPublisher dialog box ArchivedCharts Properties OrgPublisher 10 1 Installation Guide OrgPublisher Web Administration I
23. OT enable all unknown ISAPI extensions in the Server setup you will need to configure the chart dil step 4 8 before being able to view the published chart Install the pluginX viewer from the Aquire web site if prompted The chart should display in the browser f Deleteme Microsoft Internet Explorer provided by Aquire Gu I http sup 2008r2 opweb PublishedCharts Deleteme htm w Favorites 53 Suggested Sites Web Slice Gallery Po IE S Bing A Deleteme fa v D ri a v Pagev Safety Tools gt OrgPublisher HH I Qs GS 0 Lookior Find names titles etc gt OO Search ta Show 2 chart levels vb H 100 z Help Normal style Box 1 Box 1 Job Title 4 Employee name Figure 76 Echart Displays in Internet Explorer The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved uv a Gg ure comi Revised 10 21 11 49 OrgPublisher 10 1 Installation Guide OrgPublisher Web Administration Next Steps Web Administration Next Steps Review the list of items below so that your Chart Administrators have what is needed to begin using charts with Web Administration e Provide the fol
24. OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher 10 1 Installation Guide OrgPublisher Table of Contents Table of Contents OrgPublisher Installation 1r0rrrrerrrrrrrrra irrita 4 OrgPublisher Client vs OrgPublisher Web Administration Installation 4 Role Requirements for Installation cceeee eee e ee ee eeeee eee eeeeeeeeeeeneeeneaaaes 5 OrgPublisher Client Role Requirements ii 5 OrgPublisher with Web Admin Role Requirements ii 5 OrgPublisher System RequiremeEntS ri 6 OrgPublisher Client Requirements rr 6 OrgPublisher Web Admin Server Requirements ii 6 Prerequisites for Installation ri 6 About Installing the OrgPublisher Trial iii 7 Converting the OrgPublisher Trial to the Retail Version ra 7 OrgPublisher Client Installation rr 10 OrgPublisher Client Installation Instructions ri 10 OrgPublisher Web Administration Installation ia 14 1 OrgPublisher Web Administration Installation Instructions 14 2 Configuring Group 19 2 1 Create a Global Group on the Domain Controller 19 2 2 Create a Local Group on the Web Server ii 19 ch Setting NTFS PerMiSSIONS L i 21 3 1 Set NTFS Permissions for the Opweb Folder 21 3 2 Set NTFS Permissions for the SourceCharts Folder 22
25. P 2003 local computer ej Application Pools ib Service Extension Status Hg DefaultAppPool Unknown CGI Extensions Prohibited Hi oh wis Ne All Unknown ISAPI Extensions Prohibited i gli OPSilverlight nici ion ta best allo i Si AW Active Server Pages Allowed si lol OPSL PAMETE 3 ASP NET v2 0 50727 Allowed Properties E ASP NET v4 0 30319 Allowed Refresh 123 CommTextFix Allowed n indie ali i Hel ask EE If you allow All Unknown ISAPI Extensions any ISAPI extension can run on your Web server This is af A egli PublishedCharts gh OrgPublisher H Web Sites Default Web Site Ea aspnet_client 45 ECharts i 8 OPSilverlight Eq opweb101 Alternate Site Web Service Extensions ZI Prohibit all Web service extensions DP aongee Figure 44 Allow all unknown ISAPI Extensions Do you want to allow All Unknown ISAPI Extensions i Help Allowed The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VIVIANI AaQuIre COM ENI NE N Revised 10 21 11 34 4 8 4 8 1 4 8 2 4 8 3 4 8 4 4 8 5 4 8 6 OrgPublisher 10 1 Installation Guide la i OrgPublisher OrgPub
26. Publishing Wizard again and make changes Echart Rich Client Chart Publish later ECharts can be published now or later Initial EChart publishing creates a BAT file You republish an EChart by running the BAT file to unload and reload data in order to refresh the chart Automating an EChart is done by scheduling the BAT file in Microsoft Task Scheduler lt Back Cancel Help Figure 73 Publish the Echart 16 Enter a chart name when prompted and click OK Enter a Chart Name Ea Please enter a name for this chart Deleteme ma Figure 74 Enter a Chart Name The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved Wii AaQuire com Revised 10 21 11 48 i OrgPublisher 10 1 Installation Guide OrgPublisher Testing OrgPublisher Web Administration 17 In the Echart Link Summary window click on the URL that displays to open 18 the Echart in Internet Explorer Publishing completed successfully for Deleteme If chart was published previously click the link to refresh the server URL for rich clients bttp SerwemameropwebPublishedCharts Deleteme htm Figure 75 Echart Link Summary Note If you did N
27. SOFTWARE YOU ACCEPT ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT If you do not agree to the terns of tis agreement do rio YOU MAY NOT USE COPY MODIFY OF TRANSFER THE PROGRAM DA DOCUMENTATION OF ANY COPY EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT Aqure ORGPUBLISHER 10 LICENSE AGREEMENT AND WARRANTY lt Back Cancel Figure 16 License Agreement The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VIVIANI AaQuIre COM Revised 10 21 11 15 1 6 1 1 8 OrgPublisher The Registration Information screen displays Enter e Registered user s full name e Registered user s company name Then click Next Note There is no specific format required for these fields The Custom Installation Option dialog opens Select OrgPublisher Custom Install and then click Next The Select Web Administration Destination Directory dialog displays Enter opweb at the end of C inetpub wwwroot Note Verify the Web Administration Destination Directory Path C inetpub wwwroot opweb If this path is not entered correctly OrgPublisher will display an error message when launching Web Administration OrgPublish
28. Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved UU SG uire com E Revised 10 21 11 9 OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Client Installation OrgPublisher Client Installation Prior to installing the OrgPublisher Client please review the following information to ensure the installation is successful e Prerequisites for Installation e Role Requirements e System Requirements OrgPublisher Client Installation Instructions 1 From the computer where OrgPublisher will be installed click on the OrgPublisher download link within the license key email Select the download link for the language of the OrgPublisher 10 application preferred Note The retail trial license key will unlock the appropriate connectors or Premier functionality To download the OrgPublisher Trial click on the following Trial Download OrgPublisher Premier 2 The download prompt displays Click Run to begin the Installation or Save and Run to save the executable file and begin the Installation OrgPublisher Version 10 Q English Deutsch Jeaynesavsocuraunnasleieusbecsdvghoessocvssesnispesavecaseedustuveeds tossusansinesedtapevesavecemncesehesten OrgPublisher Version 10 Deutsch OrgPublisher 10 User Manual English Espanol Fran ais OrgPublisher Version 10 Espa ol OrgPublisher Version 10 Fran ais Portugu
29. The OrgPublisher X Document Properties Opens 5 7 Select the Security Tab Launch and Activation Permissions Use Default Customize Edit n Access Permissions i Use Default A Customize Edit Figure 50 OrgPublisher X Document Security 5 8 Under Launch and Activation Permissions click Edit Use Default Customize Figure 51 Edit Launch and Activation Permissions The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved UU A Ure Com Revised 10 21 11 38 OrgPublisher 10 1 Installation Guide T i OrgPublisher OrgPublisher Web Administration Installation 5 9 Click Add Then click Locations and change the location to the Server Click OK Group or use names Select Users Computers Service Accounts or Groups Select this object type B SYSTEM Users ot Groups Object Types R Administrators SUP 2008R2 Administrators 82 Users SUP 2008R Users ae r Doman d Enter the n nak ocations dl di Select the location you want to seach Perrmssions for Everyone AJA Location f CREATOR OWNER ME Full control Modily Read amp execute Figure 52 Add Gr
30. Tools Data Options Help Ps rH helo e e of Build Mode amp d View Mode 5 IO amp amp Ras B Look for Fi Mes titles etc w tb 0 Seach is amp Show 3 chart levels E 100 v Normal style Style Wizard 6 Publishing Wizard Job Title 1 a Employee name Pasition Type Wizard Figure 66 Click the Publish button Box 1 9 The Publishing Wizard opens Select Advanced Mode Then click Next This wizard helps you publish your chart to your intranet so it can be viewec Select a chart type to publish Express Mode Use this choice to publish a chart quickly Default options will be prov f Advanced Mode All publishing options are provided with this choice Figure 67 Advanced Mode 10 Click Next again Then enter a name for the test chart Click Next Publishing Wizard The assigned name can be any combination of letters and numbers The name can be the same name as the org chart to be published ou do not need ta Itis recommended that the name meaningfully convey a description of the add scheduling information to Orgchart to be published However the name need not display any the title because this schedule is publishing schedule or time information as that information will alzo be displayed on the Schedules tab available in another display field Each schedule is listed by name along with other publishing information Mame DI eleteme Figure 68 Name the Chart Th
31. b OrgPublisher 10 1 Installation Guide 4 6 9 In the MIME types section click on MIME Types 4 6 10 In the window that displays click New 4 6 11 The MIME Type dialog displays In the Extension field enter ocp In the MIME type field enter application orgpublisher 4 6 12 Click OK 3 times to close the PublishedCharts Properties dialog PublishedCharts Properties Directory Documents Directory Security HTTP Headers Enable content expiration Web site content should C Expire immediately Expire after Fi pa zj October 30 2011 at izionon AM Add Expire on Sunday Custom HTTP headers X Powered By ASP NET 2 x custom Errors ASP NET Registered MIME types file extensions New pE Edit Remove applicationix silverliaht app OrgPublisher Web Administration Installation Edit Remove Content rating Ratings help your users to identify what type of n content your site provides Edit Ratings MIME types IIS serves only files with extensions registered 238 MIME Type Ocp application orgpublisher OK Cancel Extension MIME type in the MIME types list To configure additional file extensions click MIME Types OK Cancel Apply Help Figure 43 Set the ocp MIME type The information contained in this document is confidential and proprietary to Aquire Solutions Inc This in
32. button More Information Back Next gt Cancel Figure 6 Activation Information Welcome This installation piogiam wil install Agure OrgPublicher 10 Fremiet Press the Ney Bullion lo stat he instalationi you can press the Cancal button now amp you do not wart to install OrgPublsher 10 Premed at this time lt Beck Hens came Figure 7 Welcome p i License Agreement a SOLE i te Di NOTICE TO USER READ BEFORE INSTALLING SOFTWARE THIS IS A CONTRACT E INSTALLING THIS SOFTWARE YOU ACCEPT ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT Il you do rat agree to the berms of this agreement do not install this solbware YOU MAY NOT USE COPY MODIFY 0A TRANSFER THE PROGRAM DA DOCUMENTATION OF ANY COPY ESCEPTAS EXPRESSLY PROVIDED IN THIS AGREEMENT Aqure OR GPUBLISHER 10 LICENSE AGREEMENT AND WARRANTY c Back Cancel Figure 8 License Agreement The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved UU SG uire com Revised 10 21 11 11 OrgPublisher 6 The Registration Information dialog page displays Enter e Registered user s full name e Registered user s compa
33. ctory Select Properties View b New Window from Here Delete Rename Refresh Export List 4 to Opens the properties dialoc ee Figure 33 IIS ECharts Properties 4 2 2 The Opweb Properties dialog opens SS KE TO the Directo ry ta b Directory Documents Directory Security HTTP Headers Custom Errors ASP NET The content for this resource should come from 4 2 3 Check the Read check box The designated directory f 4 share located on another computer 4 2 4 In the Execute Permissions A redirection to a URL dropdown select Scripts and Local path fee SSS Exec u ta b I es i ripa ame 4 ra resource I Directory browsing 4 2 5 In the Application Pool dropdown Application settings select OrgPublisher Application name opweb Remove Starting point lt Default Web Site gt opwe Configuration Execute permissions Scripts and Executables i Application pool OrgPublisher X Unload OK Cancel Apply Help Figure 34 Virtual Directory Tab The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved Wii AaQuire com Revised 10 21 11 27 OrgPub
34. e information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved ae Gg Ure Com I ee Nibbwe iEEMNMN E O O Revised 10 21 11 46 OrgPublisher 10 1 Installation Guide OrgPublisher Testing OrgPublisher Web Administration 11 Select Interactive Org Chart and click Next Please select type of publishing you would like Select the type of chart you want to publish amp thin client chart can be published as an EChart and can be accessed through the Interactive Org Chart publishing choice f Interactive Publishes a chart that supports complex searching Org Chart diling and high quality printing This Includes Plugin and E Chart publishing C Org Chart Publishes a document that has limited searching Document drilling and printing Figure 69 Interactive Org Chart 12 Select Echart and click Next Please select an interactive publishing type Interactive charts enable end users to perform several tasks Plugin Publishes a chart that can be viewed using Microsoft such as searching and saving Internet Explorer their oven groups The EChart thin client format provides similar functions and i EChart Publishes an ex
35. ect Destination Directory The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved KAUNA ag Ure conn I e E a ee Revised 10 21 11 12 OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Client Installation Note If an error message displays at this point in the installation process please contact a member of the IT department who can login with administrative permissions to complete the installation a i nn SEE 8 The Installation Completed dialog a box opens to confirm that m Installation Completed l sN OrgPublisher successfully installed _ ee ic Vi OrgPubleher 10 Premier hat been successfully inated Select the destred option below ard press the Finish button to Check or uncheck any of the options displayed on the page to ext his instalalion W W Create OrgPublishericonfz on your Desktop e Create an OrgPublisher icon on 2 RAR your desktop di f View Getting Stated Gude e Launch the OrgPublisher 5 application e View the Getting Started Guide exh fish sce Then click Finish Figure 12 Installation Completed The OrgPublisher Client is now installed Note The OrgPublisher Getti
36. ed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WWW aquire cam EEE Revised 10 21 11 31 OrgPublisher 4 6 4 6 1 OrgPublisher 10 1 Installation Guide OrgPublisher Web Administration Installation Configure the PublishedCharts Folder in IIS In IIS right click on the PublishedCharts folder and select Properties 4 6 2 The PublishedCharts Properties dialog opens to the Directory tab 4 6 3 Check the Read check box 4 6 4 In the Execute Permissions dropdown select Scripts and Executables 4 6 5 Now select the Directory Security Tab 4 6 6 In the Authentication and access control section click Edit The Authentication Methods dialog opens Confirm that Enable Anonymous Access IS selected Verify that the account is the correct IUSR account Check Integrated Windows Authentication 4 6 7 Click OK until you close out the dialog box PublishedCharts Properties EE Directory Documents Directory Security HTTF Headers Custom Errors ASP NET The content for this resource should come from The designated directory amp share located on another computer Aredirection to a URL Lop webPublishedcharts i m Log visits W Index this resource Local path TT Directory browsing Application settings Application name opweb101 Create Starting point Default Web Site gt lopwe Configuration
37. er 10 1 Installation Guide OrgPublisher Web Administration Installation BE Orgpubi _ per E l i Ta Registration Information e E i Pieate enter the name and company of the registered owner of i 4 OrgPubishe 10 Premast mta the helis below fe i Hegistered user s hull name W 2 Registered user s company name OL agure I ia O i Back Next Cancel Figure 17 Registration Information stal Es 7 dude Custom Installation Option me i Please teleg thenstallalion Type g C QegPublisher instal QI me OL DI Ca fa OrgPublsher Custom Install Custom will instal he OrgPublisher Web Adminish ation host on lhi computer Thi option require Microsc Windows IS web fered on the computer Select Web Administration Destination Directory Please select the folder where the OrgPublisher 10 Premier for SAP Solutions EN Web Administration host is to be installed The virtual directory mapped to this folder requires permission to tun scripts and executables C inetpub wwwrootheetens Browse lt Back Cancel Figure 19 Enter the Physical Path The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001
38. es Computers My Computer DCOM Config Fi o J Console Root MMC Mobsync MSDAINITI MsMpCom P Component Services Applicati i EE Computers m My Computer COM Applications E H DCOM Config Ae netman NetMeeting Network Network Crawler Provisioni Passport Admin Class E Running Process E G Active Directory Users and Comp tl Eveni Viewer Local Passport PenIMC2 PenIMC4 polprocl Services Local Manager RDSHost Remote RemoteProx Removable Removable Removable Removable remrras Storage Re Class Storage Storage StorageS Storage SENS Logon SENSLogon2 SENS Network SENS OnNow SENS RSoPProv Events Events Events Events Subscriber af gt A Figure 49 OrgPublisher X Document Properties Note If you installed a previous version of OrgPublisher on your computer you will see OrgPublisher X Document where X is the previous version number Use that document The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved Wii aQuire com Revised 10 21 11 37 OrgPublisher 10 1 Installation Guide E OrgPublisher OrgPublisher Web Administration Installation 5 6
39. execute permissions enabled on the PublishedCharts folder The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VLA Sy GL Ire cam EE rm O Revised 10 21 11 24 OrgPublisher 10 1 Installation Guide p la OrgPublisher OrgPublisher Web Administration Installation Web Admin NTFS Rights Graphic WebAdmin NTFS Rights Here in the PubdithedCharts lotder normal users should be abie to read and OP Web LG users should be able to modify Windows Wob Windows Admintatration Domai Server wih IS Administrators by default have full gontrol J sha Here in the ils folder is created nt ES Source Charts fokder defined during i dirti OPWeb_LG users should be able to modify When modifying nights to this folder you shoukd remove inharitable rights so that the group Everyone Coes nol end up wiih orca hav Full Control ritieni Administrators by detautii have full REDIRECT NOTES For security reasons some users will want to publish different charts to different URLS To accommodate this we allow users to create alternate destination directories for publishing An ini file RemoteServer ini may exist on
40. formation may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved KAU SG ure comi Revised 10 21 11 33 4 4 7 1 4 7 2 4 7 3 OrgPublisher 10 1 Installation Guide E ti OrgPublisher OrgPublisher Web Administration Installation Enable All Unknown ISAPI Extensions Note This step will enable All Unknown ISAPI extensions to run on the web server If IT security policy restricts allowing all ISAPI extensions please refer to step 4 8 for an alternate configuration The directions below for step 4 7 require a one time setup by the Web Server Administrator Using the alternate setup the Web Server Administrator will need to enable each chart dil web extension each time a new chart is published by the Chart Administrator Please contact the Domain Administrator to clarify which configuration will meet the IT Security Policy requirements In IIS click on the Web Service Extensions folder In the Web Service Extension list right click on All Unknown ISAPI Extensions Then select Allow A security prompt displays Click Yes to enable all unknown ISAPI extensions Internet Information Services IIS Manager Ya File Action View Window Help C 0EHEAaRBEE S a i Internet Information Services MB Web Service Extensions E S SU
41. greater Windows XP Windows Vista or Windows 7 operating system 512 MB of RAM 60 MB available hard disk space Adequate storage space for charts OrgPublisher Web Admin Server Requirements Pentium PC compatible or greater Microsoft IIS ISAPI enabled web server running Windows XP Windows 2003 Windows 2008 web server or Apache HTTP Server 2 0 running Windows operating system Virtual directory with execute permissions for scripts and executables on the web server 60 MB available hard disk space 1GBof RAM Note The OrgPublisher Web Administration Server is disabled for Windows Vista Prerequisites for Installation The following items will be required to ensure the installation process is successful Valid license key information to activate OrgPublisher 10 which includes v License Key Provided via email v Registered Company Name Company name exactly as it appears in the license key email If upgrading from a previous version of OrgPublisher review the OrgPublisher Upgrade Considerations Guide prior to installation If installing OrgPublisher with Web Administration complete the following items prior to installation Y Confirm the server meets all Web Administration Server Requirements v Complete the setup of the Global Group OPWeb_GG described in Configuring Groups Note The administrator on the server must have an administrator on the Domain Controller c
42. ill help determine if Web Administration is configured correctly If the following tests are performed successfully the OrgPublisher Web Administration installation is correctly configured If errors display while testing review o NIFS permissions IIS configurations O o DCOM settings o Refer to the Troubleshooting Tips in this Installation Guide to determine if additional settings may be needed If errors still occur after checking the configurations and reviewing the troubleshooting tips please contact Aquire Support for further assistance Prerequisites for Testing Web Administration e It is recommended to test Web Administration on a workstation rather than the server In addition the Web Server Administrator may want to add their user account to the OPWeb_LG group for the purpose of accessing Web Administration with the same rights as the Chart Administrators e To open OrgPublisher Web Administration users must have a Web Administration pluginX file orgpub32 0cx Users will be prompted to download the pluginX file from the Aquire Web Site when visiting the Web Administration URL for the first time e Users must be administrators on their machines in order to install pluginX files e Refer to OrgPublisher 10 PluginX Implementation Guide for more information on pluginX controls The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed o
43. ion Guide OrgPublisher Testing OrgPublisher Web Administration Test Publishing an EChart Rich Client Chart 1 In the Web Administration URL http lt Servername gt opweb opadmin htm go to the File Menu and select New 2 The Select a Chart to Open dialog displays Click New DI Select a Chart to Open x 4 New x Delete F Import Chart naps Modified by Modification date Lock Create a new chart Figure 60 Select a Chart to Open 3 The New Chart Wizard Opens Select Organizational Chart New Chart Wizard Organizational chart Select this option to create a chart that represents reporting relationships in your organization Finance Finance Controller A Controller B Open Position Greta Johannson Succession planning chart Gregory Pink Select this option to create a chart that shows Director of Operations candidates for various key positions in your organization Successor Name Potential Ready Leslie Growwer Y Hal Glorian lt Back Cancel Help Figure 61 Select Organizational Chart 4 Select Empty Chart as the data source Click Next New Chart Wizard xi Select a data source ODBC database Multiple data sources Select a source of data For your chart Cancel Help Figure 62 Select Empty Chart The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed
44. ions for opweb dialog opens 3 1 5 Click Add Then click Locations and change the location to the Server Click OK Security Obiect name C inetpub wawroot opweb fOUp Of use names G a Select Users Computers Service Accounts or Groups R CREATOR OWNER Select this object type R SYSTEM Users ot Groups Object Types 82 Administrators SUP 2008R 2 Administrators E R Users SUP 2008A2Wsers oy Doman J EC Enter the object na l ations 74x di Select the location you want to search Permissions for Everyone sh Full control Modity Read amp execute Figure 27 Opweb Security The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved Vu a Gg Ure Com Revised 10 21 11 21 OrgPublisher 10 1 Installation Guide Pe OrgPublisher OrgPublisher Web Administration Installation 3 1 6 In the Select Users or Groups dialog click Advanced and in the dialog that displays select Find Now 3 1 7 Select the following groups from the search results and click OK Local Administrators Group OPWeb_LG Network Service IIS _WPG Worker Process Group Click OK to add the groups Select Users o
45. is published Extension name and a new dll is produced the EE Required files C inetpub wwwroot ECharts PacificEastern dll Add Remove administrator will need to follow steps 4 8 7 to 4 8 13 to allow the dll file Otherwise users will not be able to view the EChart Figure 47 Add Web Extension The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WWW aquire cam IS SI ss a Revised 10 21 11 36 5 5 1 5 2 Dad 5 4 Deo OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Web Administration Installation Setup DCOM Permissions Launch OrgPublisher on the server Close the application after it opens Go to the Start menu select Run ae Fy x Enter dcomcnfg and select OK Type the name of a program Folder document or Internet resource and Windows will open it for you Open dcomenfa Cancel Browse Figure 48 Launch DCOM Note If you receive a CLSID Warning message click Yes Expand Component Services Computers My Computer Then click on DCOM Config Navigate to OrgPublisher X Document Right click and select Properties Console Root Component Servic
46. istration Installation directions in this guide beginning here Windows Server 2008 Click here for the installation guide Windows Server 2008 R2 Click here for the installation guide OrgPublisher Client vs OrgPublisher Web Administration Installation Each OrgPublisher license covers one installation of OrgPublisher which can be activated by either 1 Installing OrgPublisher on a workstation referred to as OrgPublisher Client installation 2 Installing OrgPublisher on a server with Web Administration e With Web Administration one OrgPublisher license allows up to 5 Chart Administrators to access the OrgPublisher Web Administration interface To determine which option to choose the following link explains the differences between the OrgPublisher Client and OrgPublisher Web Administration OrgPublisher Client vs OrgPublisher Web Administration The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved KATUNA ecl Iire c omi OZ SS e weoaeaeTae A A Revised 10 21 11 4 OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Installation Role Requirements for Installation The type of permissions required to successfully in
47. lect License Information 3 The Licensing Information dialog opens Click Enter new key V Enhanced Unifi Integration IW Graphs i V Succession Wizards W OrgPian i WI Side by side Profile Vi 9 Box lv Succession Planning Modeler Position Count 1000000 Application and publehed charts November 2014 Figure 3 Licensing Information The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WMI aquire com IS e ss a ee Revised 10 21 11 8 x gt OrgPublisher 10 1 Installation Guide OrgPublisher About Installing the OrgPublisher Trial 4 The License Key Entry dialog opens From the license key e mail copy and paste the following information e Retail License key e Registered Company Name Then click OK License Key Entry i x Please enter a license key ls Registered Company Name Figure 4 Copy amp Paste Retail License Key Data 5 Close and reopen OrgPublisher so that the changes take effect The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire
48. lisher 10 1 Installation Guide OrgPublisher OrgPublisher Web Administration Installation 4 2 6 4 2 7 4 2 8 4 2 9 4 2 10 4 2 11 4 2 12 4 2 13 4 2 14 4 2 15 In the Authentic ation and authentication methods for this resource yg access control section click Edit p MITE The Authentication Methods dialog opens Confirm that Enable Anonymous access is NOT selected Check Integrated Windows Now select the Directory Directory Documents Directory Security HTTP Headers Custom Errors ASP NET Secu rity Tab Authentication and access e Enable anonymous access and edit the IUSR_SUP 2003 User name Password 00000080000 we Authenticated access For the following authentication methods user name and password are required when Aut h ent i Ca ti on anonymous access is disabled or Ai access is restricted using NTFS access control lists Click OK IV Integrated Windows authentication Digest authentication for Windows domain servers TT Basic authentication password is sent in clear text Figure 35 Authentication Select the HTTP Headers tab In the MIME types section click on MIME Types In the window that displays click New The MIME Type dialog displays In the Extension field enter ocp In the MIME type field enter application orgpublisher Click OK 3 times to close the Opweb Properties dialog virtual Directory Documents Directory
49. lisher Web Administration Installation When Allow All Unknown ISAPI Extensions is Restricted Note If step 4 7 was completed skip this step and continue with step 5 Using the configuration below in step 4 8 the Web Server Administrator will need to enable each chart dil web extension when new charts are published by the Chart Administrator The second part of this configuration cannot be completed until an EChart has been published Please contact the Domain Administrator to clarify which configuration will meet the IT Security Policy requirements The directions below are intended for organizations with an IT Security Policy that restricts setting All Unknown ISAPI Extensions to Allow Initially a remoteserver dll web extension must be setup Then the Web Server administrator will need to configure a chart dll web extension each time a new EChart is published producing a new chart dll Setup the Remoteserver dlil Web Extension Open IIS and click on Web Service Extensions Under Tasks click on Add a new Web Service extension The New Web Service Extension dialog opens In the Extension Name field Enter remoteserver dll Click Add and the Add file dialog opens Enter the path C inetpub wwwroot opweb remoteserver dll Check the option to Set extension status to Allowed Then click OK E Internet Information Services 115 Manager Of x Ta File Action View Window Help ard xl e m xT AB emel u Internet Infor
50. lowing links to the Chart Administrators v Web Administration URL Ex http servername opweb opadmin htm v PublishedCharts URL Ex http servername opweb publishedcharts e If a Chart Administrators is not an administrator on his her machine he she will need assistance downloading the Web Administration pluginX e If the Chart Administrator is using an ODBC connection to a database a system DSN must be created on the server where OrgPublisher is installed e If the Chart Administrator uses text files or csv files that are not in Standard OrgPublisher field order mapping text files must be done by an administrator on the server through the OrgPublisher client Note If the server administrator will need to assist with mapping text files in OrgPublisher it is recommended that a default chart file is created one time on the server using the OrgPublisher client Then Chart Administrators can use the default file as the basis for creating new charts by following these directions 1 Open the default file 2 In the File Menu Select Save As and create a new chart name for the file 3 The data connection remains the same and can now be used to create new organizational charts e If Chart Administrators require access to import and overwrite existing data files from their desktop to the SourceCharts folder this cannot be done from the Web Administration interface A network share to the SourceCharts folder would be needed for this
51. mation Services i scri SUP 2003 local computer New Web Service Extension Ed 1 Application Pools Type the name of the new Web service extension and specify the files that E Web Sites must be enabled for the extension to run i amp a Default Web Site i i E ECharts i EJ aspnet_client Prohibit Extension name i OPSilverlight p ti remoteseryer dll 5 4 opweb roperties E i ArchivedCharts Required files Hid PublishedCharts G SearchDictionary FJ SourceCharts E ci wide ti At ae ir Add a new Web service extension J Web Service Extensions phi a P E Allow all Web service extensions for Y Tasks C Inetpubiwwwrootlopwebiremoteserver dil PI ni specific application yy Ed prohibit all Web service extensions IM Set extension status to Allowed Open Help OK Cancel Help EMM steed A ____________ Figure 45 Add remoteserver dll The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WWW agure Com A Ss Se A Revised 10 21 11 35 4 8 7 4 8 8 4 8 9 4 8 10 4 8 11 4 8 12 4 8 13 OrgPublisher 10 1 Installation Guide E j i 4 OrgPublisher O
52. ministration 14 Enter the virtual path to the PublishedCharts folder http Servername opweb PublishedCharts Publishing Wizard Please specity the URL of the virtual directory on the web server This is If you plan to publish an EChart used by the web browser to locate the server for this chart YOU must type the location of and have full access to a virtual URL http SiteMame directory If you have questions on how to do this see your IT administrator hitto S ervername opweb PublishedCharts The maximum level setting Set the maximum number of levels to concurrently display in the published serves as a limit to prevent a chart Setting a high number greater than 3 especially for thin cliente may user from degrading result in long chart load times performance of the server by trying to chart an excessive Maximum chart levels i amount of people Figure 72 Virtual Path to PublishedCharts 15 Click Next through the You have finished setting up the publishing definition for this chart and are D di h blishi remain d er of th e p rom pts now ready to publish to your intranet a pel fe ao d h k h ale di you a as t and then click Finish to Chali Boye Graphic or 7 HTML blish hart publish the test chart as an near immediately or at a later time schedule a time to publish or publish and preview the chart The preview lets you quickly evaluate the results and if necessary run the
53. ng Started Guide and User manual also can be found in the application by in the Help Menu options To publish with ECharts additional server setup is required ECharts are interactive charts designed for over 5 000 records and provide advanced security options OrgPublisher 10 EChart Server Setup Guide The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VARA GL Ire cam a es ee E O O Revised 10 21 11 13 OrgPublisher 10 1 Installation Guide E OrgPublisher OrgPublisher Web Administration Installation OrgPublisher Web Administration Installation Prior to installing OrgPublisher Web Administration please review the following to ensure the installation is successful e Role Requirements e Web Server Requirements e Prerequisites for Installation Check the type of server where OrgPublisher with Web Administration is being installed The directions in this installation guide are only valid with Windows Server 2003 Please click on the links below to access OrgPublisher Web Administration Installation guides for Windows Server 2008 or Windows Server 2008 R2 Click here to open the Windows 2008 Installation Guide Click here
54. nstallation Configure the ArchivedCharts Folder in IIS In IIS right click on the ArchivedCharts folder and select Properties The ArchivedCharts Properties dialog opens to the Directory tab Directory Documents Directory Security HTTP Headers Custom Errors ASP NET The content for this resource should come fit co A na located on another computer A redirection to a URL Lop weblarchived Charts W Log visits Index this resource Local path DE SOURCE access W Read write I Directory browsing Application settings pplication name opwebi0i Create Starting point Default Web Site gt lopwe Configuration Execute permissions Scripts and Executables Scripts and Executables Executables orgpublisher Unload Application pool Cancel Apply Help Figure 39 Directory Tab Directory Documents Directory Security HTTP Headers Custom Errors ASP NET Authentication and access control Enable anonymous access and edit the authentication methods for this resource q Authentication Methods Dee the FOA Windows User account For anonymous access User name IUSR SUP 2003 Browse Password sossguugso Authenticated access For the Following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists j M Integrated Windows authentica
55. ny OrgPublisher 10 1 Installation Guide OrgPublisher Client Installation m HE iz t Registration Information a i CT b i gt di Fisate eriei the name and company of the regiteted caner of i OrgPublehe 10 Premer into the fields below pnt o name Then click Next Registered user s company name agure fe i Registered user s full name oe Em zE d DI O Note There is no specific format required for these fields lt Back Figure 9 Registration Information 7 The Custom Installation Option page a A i na a opens Ps Se Custom Installation Option Please select the Installation Type Select OrgPublisher Install Click Next OrgPubishe Custom Install Custom wil install the OngPublicher eb Administiation hos on this computer The option requee Microsctt Windows IS web eenaron the computer fe j fe pigPubishe inaa 2 DI e OL DI L O Back Cancel Figure 10 Custom Installation Option Org SEE The Select Destination Directory page pese vr TO opens Accept the default path shown aaa C Program Files OrgPub10 Feate select the direction where the DigPublizher 10 Premier iles are bo be ratalled OR type or browse to define a b different installation directory path T Then click Next hamlets a An Installing window opens and 5 provides a progress status as OrgPublisher is installed corsi Figure 11 Sel
56. o the full retail version using one of two methods described below Activation Option 1 me here ee x While the trial version is in effect each OrgPublisher time OrgPublisher is opened the OrgPublisher Trial Version dialog This isa Trial version of OrgPublisher opens There are now 29 days left before this version will expire How to order i Aquire Suite 300 Irving Tas 75039 Continue with Trial Cancel sacan y Figure 1 Enter New Key The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved AUWA a Gg Ure Com SS SS Sk I T MHMT __ Revised 10 21 11 7 OrgPublisher 10 1 Installation Guide OrgPublisher About Installing the OrgPublisher Trial 2 The License Key Entry dialog opens From the license key e mail copy and paste the following information e Retail License key e Registered Company Name Then click OK License Key Entry DE x Please enter a license key Registered Company Name Paste Key Figure 2 Copy amp Paste Retail License Key Data 3 Close and reopen OrgPublisher so that the changes take effect Activation Option 2 1 Open the OrgPublisher Trial 2 From the Help menu se
57. ons O Local Network Group Enter the object names to select examples o Local Network Services Group NETWORK NETWORK SERVICE SARABEGSIDIORWeb LG system reskNames_ o Local OPweb_LG Group o Local System Group ini aam Click OK to add the groups Figure 58 Select Groups 5 17 Enable the following Access Permissions o Local OPweb_LG Group Both options o Local Administrators Group Local Access o Local Interactive Group Local Access o Local IUSR Account Local Access o Local IWAM Account Local Access o Local Network Group Local Access o Local Network Services Group Local Access o Local System Group Local Access Click OK to close the Access Permissions dialog and OK to close the OrgPublisher X Document window The Windows 2003 OrgPublisher Web Administration setup is complete Now proceed to test Web Administration and EChart Publishing to ensure everything is correctly configured The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WWW aquire Com o E E Slr Revised 10 21 11 41 OrgPublisher 10 1 Installation Guide OrgPublisher Testing OrgPublisher Web Administration Testing OrgPublisher Web Administration The following tests w
58. or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved KAUAI a Ure conn EE Revised 10 21 11 44 di 6 7 OrgPublisher 10 1 Installation Guide OrgPublisher Testing OrgPublisher Web Administration Uncheck Lauch the Style Wizard Then click Finish Empty chart You have finished setting up the data for your chart Click Finish to display the chart The style wizard will allow you to easily setup the first chart style Additional chart styles can be added later by running the Style Wizard from the tools menu T Launch the style wizard Figure 63 Uncheck Lauch Style Wizard In the toolbar click on Insert Box Containing a Person button OrgPublisher Untitled Microsoft Internet Explorer provided by Aquire EA http sup 2008r2 opweb opadmin htm vl itr xX DI Bing Scarl Ly Favorites 3 KI Suggested Sites Web Slice Gallery OraPublisher Untitled fey x za omy Page Safety Tools File Edit View Insert Format Tools Data Options Help 5 H rin OX He SRS BPH suo vewn 2 Oli A s ea Fi i a J fooalnsert Box containing a person A Look for Find names titles etc z o F Seach amp Show 3 chart levels MES A Do Insert Box containing a person Normal style Wizard View St le Wizard Figure 64
59. oups in Launch and Activation Permissions Select Users or Groups 5 10 In the Select Users or Groups dialog E i a 3 Users Groups or Builtin security principals click Advanced and in the dialog that lt lt displays select Find Now Object Types SUP 2008R2 Select Users or Groups Enter the object name Select this object type Users Groups or Built in security principals Object Types From this location Common Queries Name Starts with Y Descnptior TO Disabled accounts Figure 53 Select Users or Groups 5 11 Add the following groups Local Administrators Group Selectthis objecttype SUP 2008R2 Locations a Eolumns rai S top RAEI mis Casa Select Users or Groups D D eS Lo Ca I n te ra ct i ve G ro u p Users Groups or Built in security principals Object Types Local IUSR Account From this location Local IWAM Account SARABE6510 Locations Enter the object names to select examples Local Network Grou p SARABE6510 Administrators SARABE6510 IS_IUSRS INTERACTIVE a NETWORK NETWORK SERVICE SARABE6510 0OPWeb LG SYSTEM Local Network Services Group Local OPweb_ LG Group li Local System Group Click OK to add the groups Figure 54 Select Users or Group The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information ma
60. pens to the Directory tab 4 3 3 Check the Read check box act rat KE 4 3 4 In th e Ex ecu t e P erm i SS i ons Directory Documents Directory Security HTTP Headers Custom Errors ASP NET The content for this resource should come from dropdown select Scripts and 3 The designated directory amp share located on another computer Executa b es A redirection to a URL Local path opweb SourceCharts inf source access MW Log visits J Index this resource Write T Directory browsing Application settings Application name opweb101 Create Configuration Starting point lt Default Web Site gt opwe Execute permissions Scripts and Executables Application pool OrgPublisher Unload Cancel Apply Help Figure 37 Virtual Directory Tab 4 3 5 Now select the Directory Secu rity Tab Directory Documents Directory MI HTTP Headers Custom Errors ASP NET Authentication and access control 4 3 6 In the Authentication and access control section click Edit The Authentication Methods dialog opens Confirm that Enable Anonymous access is NOT selected Enable anonymous acc nd edit the LESS authentication methods for this resource i Authentication Methods qursrsezeeezeeionerasseoneseseeneoneceeaseezeeneceseeseonenesi Auussrgnasazanena Tozsscsaanna sana nane azera nesaneanennecenenaed User name IUSR_SUP 2003 Password 000
61. purpose Approving network share folder access is the decision of the IT department and is not part of the standard OrgPublisher Web Administration installation e If Chart Administrators require access to copy formatting files otm files to use with new chart data files a network share to the PublishedCharts folder would be needed for this purpose Approving network share folder access is the decision of the IT department and is not part of the standard OrgPublisher Web Administration installation The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved Www aqguire com SS SS sk _ Revised 10 21 11 50 OrgPublisher 10 1 Installation Guide OrgPublisher Troubleshooting Tips Troubleshooting Tips 1 If a grey bar displays in the Internet Explorer window but no chart set a MIME type of OCP on the PublishedCharts folder Figure 77 Grey Bar displays without ocp MIME type 2 Error Unable to contact the remote server dll at this URL The paths to the virtual directory and URL were likely not entered correctly upon install or the permissions are not set This may require a reinstall per the installation guide OrgPublisher E4
62. r Groups Select this object type Users Groups or Built in security principals Object Types From this location SUP 2008R2 Select Users or Groups Ea xi Enter the object name Select this object type Users Groups or Built in security principals Object Types From this location SUP 2008R2 Locations Common Queries SOUMIS F Disabled accounts Stop Non expitina password Days since last logon 7 rae OK C Search results ance Figure 28 Select Users or Groups 3 1 8 Set the following NTFS permission for the Opweb folder Local Administrators Group Full Control OPWeb_ LG Modify Network Service Read and Execute IIS_WPG Worker Process Group Read and Execute Note Remove the Everyone Group from the Opweb folder 2 Set NTFS Permissions for the SourceCharts Folder 2 1 Navigate to the C inetpub wwwroot opweb 2 2 Right click on the SourceCharts folder and choose Properties 2 3 Repeat steps 3 1 1 through 3 1 8 for the SourceCharts folder SourceCharts folder NTFS permissions e Local Administrators Group Full Control e OPWeb_LG Modify e Network Service Read and Execute e IIS_WPG Worker Process Group Read and Execute Note Remove the Everyone Group in the Sourcecharts folder The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation
63. r and choose Properties 3 Select the Security tab 4 Click Edit and the Permissions for PublishedCharts dialog opens 5 Click Add Then click Locations and change the location to the Server Click OK 3 5 6 In the Select Users or Groups dialog click Advanced and in the dialog that displays select Find Now 3 5 7 Select the following groups from the search results and click OK Local Administrators Group OPWeb_LG Network Service IIS_WPG Worker Process Group Users Group The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WWW aquire com SS SS Sk __ Revised 10 21 11 23 OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Web Administration Installation 3 5 8 Click OK to add the groups 3 5 9 PublishedCharts folder NTFS permissions Local Administrators Group Full Control OPWeb_ LG Modify Network Service Read and Execute IIS_WPG Worker Process Group Read and Execute Users Group Read and Execute Note Removing the Everyone Group is not required for the PublishedCharts folder However edit the permissions and remove Write permissions if enabled The Everyone Group should only have read and
64. r used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved KAUAI AL JIBR GOT OZ ETETZTTT _ y_S_Z lt _K gt K gt KWmVPV_ T T __ E r__ Revised 10 21 11 42 OrgPublisher 10 1 Installation Guide OrgPublisher Testing OrgPublisher Web Administration Test Web Administration 1 Open Internet Explorer and type in the URL for OrgPublisher Web Administration http lt servername gt opweb Opadmin htm Note lt servername gt is the name of the server on which OrgPublisher is installed 2 If prompted install the Web Administration pluginX file from the Aquire Web Site 3 OrgPublisher Web Administration should open Note Click OK if a prompt displays with the message that reads No Charts Exist Yet OrgPublisher Web Based Administration Microsoft Internet Explorer provided by Aquire a g ye http sup 2008r2 opweb opadmin htm Ww Favorites i H Suggested Sites Web Slice Gallery v OrgPublisher Web Based Administration File Edit View Insert Format Tools Data Options Help H O win D D Dala A ee of Build Mode 6 View Mode Hm Rk Anaa a aoan E y y A Look for Find names titles etc 7 a Seach 3 amp Show 3 chart levels BEJ S 100 gt EAT iB U Normal style IK bhli LI fi
65. reate the Global Group OPWeb_GG group The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved Www aqguire com SS SS ke C__ Revised 10 21 11 6 OrgPublisher 10 1 Installation Guide OrgPublisher About Installing the OrgPublisher Trial About Installing the OrgPublisher Trial To download a trial of OrgPublisher visit the Aquire web site link OrgPublisher Premier Trial Download After submitting a Trial Download request to Aquire an email with an OrgPublisher Trial product key will be sent to activate and begin the OrgPublisher Trial The OrgPublisher Client and OrgPublisher Web Administration installation methods are available using the OrgPublisher Trial After purchasing the retail version of OrgPublisher a new e mail will be sent to the registered owner containing the following license key information New Retail License Key Registered Company Name Download Instructions The full version of OrgPublisher can be enabled by entering the new retail license key into the existing OrgPublisher Trial using the directions below Converting the OrgPublisher Trial to the Retail Version Convert the OrgPublisher Trial t
66. rgPublisher Web Administration Installation Setup the Published Chart dll Note If a chart has not been published to the PublishedCharts folder continue Step 5 When a new chart is published a dll file is produced This is visible in the PublishedCharts folder C inetpub wwwroot opweb PublishedCharts Name Size Type Date Modified Attributes File and Folder Tasks a Po PacificEastern bat 1KB Windows Batch File 10 16 2011 9 20PM A gt us SI PacificEastern dil 8 408 KB Application Extension 8 25 2011 4 44 PM A im Rename this file JS ie mae PacificEastern htm 2KB HTML Document 10 16 2011 9 20 PM ra Ly Move this file S PacificEastern js 1KB JScript Script File 10 16 20119 20PM A A Copy this file Pacificeastern ocp 309KB OrgPublisher 10 Do 10 16 20119 19PM A Publish this file to the Web co PACIFICEASTERN OCS S17 KB OCS File 10 16 2011 9 20 PM ray CA F mail this file Figure 46 New published chart dll Open IIS and click on Web Service Extensions Under Tasks click on Add a new Web service extension The New Web Service Extension dialog opens In the Extension Name field enter the new dil name Ex PacificEastern dll Click Add and the Add file dialog opens Enter or browse to the path to the new chart dll Then click OK Example C inetpub wwwroot PublishedCharts PacificEastern dll Check the option to Set extension status to Allowed Then click OK eich ea ea aad al Note Each time a new chart
67. stall OrgPublisher varies depending on the chosen installation method Please refer to the applicable role requirements below Note Both the OrgPublisher Client and OrgPublisher Web Administration installation options are available with the OrgPublisher Trial OrgPublisher Client Role Requirements e User must be an Administrator on the workstation where installing OrgPublisher Note If an error displays during the OrgPublisher Client installation this indicates the user is not an administrator on the workstation Please contact a member of the IT department with Administrator permissions to complete the OrgPublisher Client installation OrgPublisher with Web Admin Role Requirements e User must be an Administrator on the Web Server e Creating the Global Group OPWeb GG on the Domain Controller must be completed by an administrator on the Domain Controller The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved uv a Gg ure comi SS SS sk A Revised 10 21 11 5 OrgPublisher 10 1 Installation Guide OrgPublisher OrgPublisher Installation OrgPublisher System Requirements OrgPublisher Client Requirements Pentium PC compatible or
68. tion Digest authentication for Windows domain servers Basic authentication password is sent in clear text Figure 40 Authentication The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved WWW agure cam EEE Revised 10 21 11 30 OrgPublisher OrgPublisher 10 1 Installation Guide OrgPublisher Web Administration Installation 4 5 Configure the SearchDictionary Charts Folder in IIS 4 5 1 In IIS right click on the SearchDictionary folder and select Properties 4 5 2 The SearchDictionary Properties dialog opens to the Directory tab 4 5 3 Check the Read check box 4 5 4 In the Execute Permissions dropdown select Scripts and Executables 4 5 5 Now select the Directory Security Tab 4 5 6 In the Authentication and access control section click Edit The Authentication Methods dialog opens Confirm that Enable Anonymous access is NOT selected Check Integrated Windows Authentication 4 5 7 Click OK until you close out the dialog box SearchDictionary Properties HEI Directory Documents Directory Security HTTF Headers Custom Errors ASP NET The content for this resource should come ita r A
69. to open the Windows 2008 R2 Installation Guide 1 OrgPublisher Web Administration Installation Instructions for Windows 2003 Servers 1 1 On the server click on the OrgPublisher download link within the license key email Select the download link for the language of the OrgPublisher 10 application preferred Note The retail trial license key will unlock the appropriate connectors or Premier functionality To download the OrgPublisher Trial click on the following link Trial Download OrgPublisher Premier 1 2 The download prompt displays Click Run to begin the Installation or Save and Run to save the executable file and being the Installation OrgPublisher Version 10 Q Click on the links below to download English Deutsch OrgPublisher Version 10 English OrgPublisher Version 10 Deutsch OrgPublisher 10 User Manual English Espanol Frangais OrgPublisher Version 10 Espa ol OrgPublisher Version 10 Francais Portugu s Italiano OrgPublisher Version 10 Portugu s OrgPublisher Version 10 Italiano Figure 13 OrgPublisher Download The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VIVI Aguirre com pesi Revised 10 21
70. tremely large secure or HT ML only requires no client Activex chart Supports Microsoft Internet Explorer Requires an installation ISAPI compliant web server The Cross Browser format publishes the chart using Figure 70 EChart 13 Click Next and then Next again Select Rich client using PluginX Click Next Publishing Wizard Please select which type of client you want the published chart to support The rich client EChart option provides more capabilities to end users such as the ability to save their oven groups Client Type Rich client using Plugin While the thin client option requires no end user Actives installation end user capabilities do not include the Tree View or Plugins Copy options Requires a browser component but provides the richest OrgPublisher experience Thin client Requires only a web browser and provides less features than Plugin charts Both client options above Figure 71 Echart Rich Client The information contained in this document is confidential and proprietary to Aquire Solutions Inc This information may not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved UU SG uire com Revised 10 21 11 47 OrgPublisher 10 1 Installation Guide OrgPublisher Testing OrgPublisher Web Ad
71. uire All Rights Reserved WWW aquire Com AZ O _ Revised 10 21 11 53
72. valuation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved VIVIANI AaQuIre COM IE I E i Revised 10 21 11 18 OrgPublisher 10 1 Installation Guide E j 4 OrgPublisher OrgPublisher Web Administration Installation 2 Configuring Groups The following groups are required to setup access to OrgPublisher Web Administration 2 1 Create a Global Group on the Domain Controller Note The OPWeb_GG group must be created by an Administrator on the Domain Controller Create a Global Group titled OPweb_GG 2 1 1 Add the OrgPublisher Chart Administrator Users to the global group Creating the Global Group OPWeb_GG on the Domain Controller OrgPublisher OrgPublisher OrgPublisher Chart Chart Chart Administrator Administrator Administrator Step 2 Add the OrgPublisher Chart Administrator Users to the Step 1 Greate the OPWeb_GG Global Group Global Group a Windows Domain OPWeb_GG on the Windows Domain Global Group OPWeb_GG Figure 23 Creating OPWeb_GG on the Domain Controller 2 2 Create a Local Group on the Web Server Note The OPWeb_LG group must be setup by an Administrator on the Server Setup of the OPWeb_LG group must be completed prior to moving on with the installation Create a Local Group titled OPweb_ LG 2 2 1 Click Start gt All Programs gt Administrative Tools gt
73. y not be distributed or used for any purpose other than the evaluation of Aquire Solutions nor may it be disclosed to any party without the prior written consent from Aquire Copyright 2001 2011 Aquire All Rights Reserved m UU SG Ure Com Revised 10 21 11 39 OrgPublisher 10 1 Installation Guide i OrgPublisher OrgPublisher Web Administration Installation 5 12 Enable the following Launch and Activation Permissions Local OPweb_LG Group All options Local Administrators Group Local Launch Local Interactive Group Local Launch Local IUSR Account Local Launch Local IWAM Account Local Launch Local Network Group Local Launch Local Network Services Group Local Launch Local System Group Local Launch Click OK to close Launch and Activation Permissions 5 13 Under Access Permissions click Edit OrgPublisher 10 Document Properties Launch and Activation Permissions Use Default Customize Access Permissions Use Default Customize Figure 55 Access Permissions 5 14 Click Add Then click Locations and change the location to the Server Click OK Group or use names f CREATOR OWNER Ba SYSTEM Users or Groups Dbject Types Se Administrators SUP 2008R2 Administrators 7 From this location 82 Users SUP 2008R2 Users Domain Locations ET Ente the object na Perrmssions for Everyone S Cancel Figure 56 Add Groups

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