OneOrZero Task Management System Installation - ax
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1. OneOrZero Task Management System Installation and Upgrade Manual Copyright OneOrZero Task Management System 2008 Version 1 3 Table of Contents ONEORZERO REQUIREMENTS ss scsnsccesisnscenssessce ccenndenscenndesscanccsancentde enscenitesicotdents Roden 3 INSTALLATION AND UPGRADE TASKS ccccssssseeeesseeeeeeessneeeeeeessaneeeeeeseaeeeeeeeseeeeeeees 4 Installing the OneOrZero Files sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 4 Copy the OneOrZero Files tO your Server ccc ccc cece eee eeeeeeesaeeeeesaneeeesaneees 4 Set the Correct Folder and File Security ccccccesceeesseeeeseeseeeeseeeeesereaneres 5 Confirm PHP ini Settings are Correct ccccceescsee seen esseeneeensceenseeenseeenenenes 6 Confirm Web server Configuration Settings are Correct cceeceeesee eee eeene ees 6 Run the OneOrZero Setup Server Page cccccceseseeseeeeeeeeeeeeeseeenesereeeensaees 7 INSTALLING A NEW ONEORZERO INSTANCE cccsssseccecsssseeeeeessseeeeeeessseeeeeesssneeees 10 Create the MySQL Database ssssrrrnssrrrrrrnnrrrrrnnrrrrrrnrrrrrennrrrrrrnrrrrernnn 10 Run the OneOrZero Install Page ccccccee seen see eeseeeeeeeneeeenseeenseerneeeres 11 UPGRADING AN EXISTING ONEORZERO INSTANCE 1 0 0 ccescsccecesssseeeeeessseeeeesssseeeeeeees 14 Upgrade the MySQL Database Upgrade Step A ccceeccceeeeceeeeeeeeeeesaeeees 14 Transfer Attachments Upgrade Step B2. OneOrZero Tablename Prefix WARNING Value MySQL 5 v localhost root ooz_nt When you make changes your OneOrZero site will nat function unless your configured settings are already setup on the web server and the database Submit Changes Check Your PHP Settings Run the OneOrZero Setup Server Page In your web browser open the OneOrZero Setup Server page http www youroneorzero com lt oneorzerodirectory gt utilities setu example Set your OneOrZero server settings and setup the database parameters server ph Server Settings continued on the next page Page 7 of 18 The following table describes each setting Settings Value Server DNS Name The full domain name of your web server e g the name the whole world uses to get to your web server Example www oneorzero com OneOrZero Web Alias OneOrZero If you extracted the contents of the Directory OneOrZero zip file to the root of your web server leave this empty otherwise enter the name of the OneOrZero install directory relative to the root of the web server Example For www oneorzero com oneorzero enter oneorzero for www oneorzero com leave blank and for www oneorzero com testwebs oneorzero enter testwebs oneorzero Maximum Attachment Size The largest attachment that can be uploaded to OneOrZero megabytes This must not exceed the
3. ci cceccceeeee eee e sees test tease enneneaneens 15 Configure OneOrZero Settings Upgrade Step C sssssssssssssssssssrnnrnrrrrrens 16 Restore the Default Templates Upgrade Step D ccc ececeeee essen eee een eens 16 FINAL SECURITY STEPS ccccccsisecccciscccsucccsccsbcccccssccccscetedaseactes vacet becsecctsccusceteecceiss reccseeteccees 17 Remove the utilities GiPEClORY 1 scisc2nees des ekeadecs epehejosansseseserezescaerezepesasesanees 17 Add Secret Question and Answer to User Profile ccccccseeeeseeeeeeeaeeeeees 17 APPENDIXES iccctcsstcccecs sesso esses he eae he cs ws dee shed cs ade tee va dece ha dtee hades het eeete 18 S pport TMTORMAUOM scetse csi cete arden eth AEA SE anita 18 User ManUal pe csteiccdtre savy sutetednsnepuda AE E a a O aaa Ea E Ea E 18 Page 2 of 18 t 06 jj 13 06 A6 P6 OneOrZero Requirements The OneOrZero Task Management System can be installed and run successfully on PHP enabled web servers with MySQL version 4 1 and higher The following outlines the components to run OneOrZero MySQL Edition PHP 4 1 or higher MySQL 4 1 or higher Web Server IIS Apache other that supports PHP Optional Email Server Optional SSL for secure web transactions Optional Forum Software Optional LDAP server for LDAP authentication Optional PEAR and mime_Decode php for incoming automated email Please visit http devzone zend com manual for detailed instructions regarding the installation
4. Add Secret Question and Answer to User Profile A password retrieval feature has been introduced that requires that users have set a Secret Question and Answer in their profile When they try to retrieve their password they are prompted for the Secret Answer If this is correct a new password will be sent to the user so they can log on to the system be A ST i i Page 17 of 18 Appendixes Support Information OneOrZero provides one to one support to Platinum Members including support for installation configuration and issues with the product during the life of the membership Platinum membership is available at http www oneorzero com controller main_ membership Our community forum is also available at www oneorzero com smforum User Manual A complete user manual can be found here http documentation oneorzero com Page 18 of 18
5. and configuration of PHP and MySQL on multiple operating systems and web servers Installation and Upgrade Tasks Installing the OneOrZero Files This section describes how to install the OneOrZero files Copy the OneOrZero Files to your server e If you are using Apache extract the OneOrZero zip contents to the appropriate document root directory e g usr local apache htdocs Configure an alias in the http conf file for your OneOrZero installation folder You can extract the contents of the OneOrZero zip file to the root of your htdocs folder if you require an address such as www youroneorzero com without having an alias after the domain If you are using IIS extract the OneOrZero zip contents to the home directory of the root web server e g default web or if you are using a virtual web extract the contents of the OneOrZero zip file to your virtual web home directory Page 4 of 18 Set the Correct Folder and File Security For OneOrZero to function correctly in Linux based environments the following permissions must be set for the Web Server User OneOrZero Edition OneOrZero Directories Files Security Rights MySQL Attachments Read Write MySQL Configuration Read Write Execute MySQL Other Files and directories Read Execute Windows installs should have the following permissions on folders and files in the OneOrZero folder against the user your web server is running under e g I
6. value set in the File Uploads section of the php ini file Attachment Directory The full path to the directory where the attachments will be stored By default this is under the OneOrZero installation folder however you can locate wherever you deem appropriate and we advise you locate the directory outside of your web servers document root Document Root required for IIS This is the base folder where your web optional for Apache server stores files i e c inetpbub www IIS or htdocs Apache Apache does not require this field to be set and IIS may not however it is advisable to use this field for IIS installs Continued ST iii i ii iii 5 Page 8 of 18 Database Type Select the database you wish to use MySQL Hostname The name of your MySQL server MySQL Username The username given rights to the OneOrZero database MySQL Password The password for the OneOrZero MySQL database user account MySQL Database Name The name of the OneOrZero database OneOrZero Table name Prefix This allows you to prefix OneOrZero database tables eS a E Page 9 of 18 Installing a New OneOrZero Instance Create the MySQL Database Create a database in MySQL ensuring you create using the UTF 8 character set option this is mandatory provide proper permissions to a OneOrZero user account that will be accessing your database For first time MySQL users c
7. IS uses the IUSER_XXX account OneOrZero Edition OneOrZero Directories Files Security Rights MySQL Attachments Read Write MySQL Configuration Read Write Execute MySQL Other Files and directories Read Execute If your attachment directory is a part of your OneOrZero install folder as in the zip file release it is advisable that directory listing is disabled in IIS anda htaccess file is used to disable directory listing for your OneOrZero installation directory You can change the location of the attachments directory so it is located outside of the web servers document root This will ensure attachments cannot be accessed via the web Page 5 of 18 Confirm PHP ini Settings are Correct In your PHP INI set the following e register_globals off If you HAVE to have register_globals on OneOrZero will still work however you should set this to off for maximum site security e Ensure your session save_path is valid We use SESSIONS all throughout the application For the application to work properly this path must be valid e error_reporting E_ALL amp E_NOTICE If this setting is incorrect you will receive Notice messages in your logs these can be ignored e File Uploads section Make sure this section has adequate limitations directory paths set OneOrZero allows you to configure the maximum attachment size however this is dependent on the PHP ini settings where you can also speci
8. See the GNU a a eee RRR HH IMPORTANT READ THE FOLLOWING BEFORE CONTINUING Before you continue you must have completed the OneOrZero Server Settings page or the installation will fail Click here to configure the OneOrZero Server Settings if you have not already You must read the Installation and Upgrade Manual Install_and_Upgrade_Manual pdf and the latest release notes contained in the docs folder before proceeding as this will ensure your installation proceeds smoothly By clicking Next you agree to the licence terms and have completed the requirements Page 11 of 18 e Setup your OneOrZero Administrator account details and click Next OneOrZero Task Mangement System Installation Installation Step 2 Administrator Account Setup Admin Last Name Black Required Admin Email Address joe black com Required n wk Please go to your user profile after installation and set your secret question and answer for password retrieval Progress Tables Created Successfully Se EE A ie Page 12 of 18 e You can now go to the OneOrZero Control panel and setup your OneOrZero Task Management System Before setting up OneOrZero we recommend that you add you name to our product update mailing list to receive the latest updates regarding patches security warnings and new versions OneOrZero Task Management System Installation You r
9. al Public License as published by the Free Software Foundation either version 2 1 of the License or at your option any later version This program is distributed in the hope that it will be usefi but WITHOUT ANY WARRANTY without even the imp lied w warrant of is MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE See the GNU By clicking start below you are hereby agreeing to the terms above Are you sure you have backed everything up If so click the start button to begin Attachments to transfer per refresh This value should be low if you have a short php execution timeout value in your php ini 10 start As it can take a long time to transfer all attachments depending on the numbers and sizes of your attachments the Transfer Attachments page will only transfer a limited number of attachment files at any one time however when it has completed that transfer it will continue to the next batch of files to transfer Batch transferring is used to avoid PHP script timeouts that can occur if the transfer runs for too long Select the number of attachments to move out of the database and into the attachments directory Typically you have 90 seconds to run a PHP script before it times out so normally you can set the number to transfer to a high number e g 200 however if you have a slow server low PHP timeout value or very large attachments set the value to 50 and click Start Each time a batch of file trans
10. e all finished installing OneOrZero Task Management System however there are a few more things to look at Visit our forums to find out more about the product it s uses and utilise our support areas Join our product updates mailing list to recieve product updates and software release notifications Support our project and get great benefits by becoming a member and keep the project alive Click here for more information To begin using the software remove the utilities directory and begin configuring your OneOrZero settings in the contro panel Progress Tables Created Successfully Administrator Account Created Successfully Welcome to One Or Zero Task Management System Page 13 of 18 Upgrading an Existing OneOrZero Instance Upgrade the MySQL Database Upgrade Step A 1 Backup your existing OneOrZero installation including your database and file structure 2 Copy the server_settings php and website_settings php files in your configuration folder to a temporary location for later use 3 Compare the files in the new version of OneOrZero to your existing one if you have modified the installation Merge any modifications from your old version into the new version 4 Replace your existing OneOrZero version with the new version you modified if applicable in step 3 5 Take the files you copied in step 2 and place them in the configuration folder You should be prompted to overwrite ex
11. fers has completed a status page will indicate how many attachments need to be transferred When the transfer is complete a success page is displayed No attachments left to update Success OOO eee Page 15 of 18 Configure OneOrZero Settings Upgrade Step C e Open the OneOrZero Control Panel and click the OneOrZero Settings link Go through the settings and update them for your environment as the new software version may include additional options that require configuration e Make sure you click the Submit Changes button to upgrade your settings file Restore the Default Templates Upgrade Step D Open the OneOrZero Control Panel and click the Templates link Copy each of your existing templates to for example a notepad file for backup purposes if you have customized the templates e Click the Restore Templates button This will update the templates to be compliant with the current version of software e Examine the new templates and update with your customizations where required Page 16 of 18 Final Security Steps Remove the utilities directory You must remove or move the utilities directory out of the OneOrZero directory before logging on to OneOrZero to start creating updating tasks etc The utilities directory contains valuable tools which allow you to modify your server settings at any time however it is also a security risk as others can run these files
12. fy the maximum file upload limit e Mail function section If you select the OneOrZero SMTP option PHPConfig then OneOrZero will use the php ini settings to send email You can configure your SMTP server in the php ini file under the smtp_server section this is the easiest way to setup email on both Windows and Linux NOTE You can view all of your current php ini settings by clicking the Check Your PHP Settings link in the setup server page See the coming section Run the OneOrZero Setup Server Page for more information Confirm Web server Configuration Settings are Correct We do not provide specific web server configuration settings You will need to review your web server s documentation to make sure the appropriate configuration is set If you are unsure please post a question to our forum www oneorzero com smforum and review the documentation that comes with PHP MySQL and Web Server installations U UUU _ _ M i N Page 6 of 18 OneOrZero Server Settings Settings Server DNS Name One Or Zero Web Alias One Or Zero Directory Maximum Attachment Size Mb Document Root Required for IIS optional for Apache Attachment Directory Full Path Database Type Note Ifyou have MySQL 5 and have used the old_passwordQ funtion to make passwords MySQL 4 compliant use the MySQL 4 or Earlier option MySQL Host Name MySQL Username MySQL Password MySQL Database Name if applicable
13. hange the variables web_user and password below and simply copy and paste the commands into your MySQL SQL script tool create database lt enter database name here gt grant all privileges on lt enter database name here gt to user yourhost identified by password For example create database oneorzero_database grant all privileges on oneorzero_database to root localhost identified by mypassword Refer to the MySQL documentation for more information http www mysql com documentation Page 10 of 18 Run the OneOrZero Install Page In your web browser open the page http www youroneorzero com lt oneorzerodirectory gt utilities install pbhp exam ple Read the license page and confirm you have met the pre requisites and click Next this creates the MySQL tables OneOrZero Task Management System Installation installation Step 1 Q Task Management System License ero com a ese eae eee ee eae ese eae eae eae eae eae Se EE ER ee ae ee ee eae ea a ee se eee eae eee ee This program is free software you can redistribute it and or modify it under the terms of the GNU General Public License as published by the Free Software Foundation either version 2 1 of the License or at your option any later version This program is distributed in the hope that it will be useful but WITHOUT ANY WARRANTY without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE
14. isting files do so as you are restoring your server and website settings 6 Open the upgrade php page in the utilities directory in your browser 7 Click the Version number you wish to upgrade from to upgrade the database The upgrade process is sequential You may have to run the upgrade php page multiple times if you are a number of versions behind selecting each subsequent version until you have completed all available upgrade options NOTE If the version you are upgrading to is not in the upgrade list it does not require a database upgrade 8 If the upgrade completes without errors continue to Transfer Attachments Upgrade Step B if you are upgrading from a version earlier than V1 6 0 otherwise continue from Configure the OneOrZero Task Management System Settings Upgrade Step C Page 14 of 18 Transfer Attachments Upgrade Step B e The Transfer Attachments page requires that you have the correct directory permissions on the attachments directory set in the server setup part of this document If these permissions are incorrect this page will fail Transfer Attachments It is highly recommended that you make a backup of your database before starting the transfer One Or Zero will not be held responsible for any lost or corrupted data OneOrZero Helpdesk 1 6 License www oneorzero com This program is free software you can redistribute it and or modify it under the terms of the GNU Gener
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