Installation on Windows XP

SageFrame Deployment on Windows XP


What you need?

  • Internet Information Server (IIS)
  • DotNet Framework 3.5 with Service Pack 1( SP1)
  • SQL Express/Server (2005/2008)
  • If you are using SQL server express then you must also install SQL server management console for SQL server express
    (http://www.microsoft.com/download/en/details.aspx?id=8961)

Steps to clean install


1. Download the.zip file

SageFrame can now be downloaded from http://sageframe.codeplex.com/releases/view/70057 as well. Or alternatively log in to www.sageframe.com and navigate to downloads, select the desired latest install or source versions of SageFrame and save to your local drive. The download is available for both the install and source version. Installing the source code version of SageFrame allows you to make changes to the core code of SageFrame.


2. Create database and SQL Server login

There are two things you need to do in SQL Server Management Studio. First, create a database and secondly, create the SQL Server login for that database. Make sure that your database server runs in “mixed authentication mode” (i.e. SQL Server and Windows Authentication mode” is checked.) You can find this setting by right-clicking on your server in the SQL Server Management Studio. Go to properties and under the security check the radio button for SQL Server and Windows Authentication mode.

To Create the Database

  • Open SQL Server Management Studio
  • Select your desired server from the drop-down list and connect
  • Right-click on “Databases"
  • Select “New Database”
  • Give the new database a name. For example db_SageFrame (you can give the database name of your choice). Click Ok
  • Now you created an empty database called db_SageFrame

To create a login to your database

  • Expand the Security node of your server
  • Right-click on Logins
  • Select “New Login”
  • Enter your desired login name. You must remember this login name and password as we will use it later. For example let us give it a login name “MyLogin”(without the quotes)
  • Select “SQL Server Authentication” and enter a password. I entered “test” as my password.
  • Uncheck “Enforce Password policy”
  • Click “User Mapping” on the left
  • Select/Check the new database i.e. db_SageFrame (as for example we mentioned earlier) we created in the top grid “Users mapped to this login:”
  • Select/Check db_owner in the bottom list “Database role membership for: “
  • Click OK
  • Now look in the Security node under your database (db_SageFrame) and you will see a newly created user listed, meaning we also created a new database user by mapping our SQL Server login to our database.

The database portion is now complete with the newly created database db_SageFrame!!


3. Create the website folder and unzip the downloaded .zip file

In this step, we create a website folder and unzip the downloaded SageFrame .zip package file to this folder. You can place this folder to any of your local drive. As for example we can create a folder E:\SageFrame

  • • In Windows Explorer, create a new folder called SageFrame on your E: drive (you can use any of your local drive). This will be the folder where your website files get located.
  • • Extract(unzip) the SageFrame_1_1_Install(1).zip or SageFrame_1_1_Source(1).zip (install or source version of your choice) file that you downloaded earlier into your desired folder (E:\SageFrame in our example)
  • • Lastly, you must change the access permissions of your folder. The Windows account that is used to access your site must have full control over your SageFrame root folder. To set this, right-click on the root folder of your site (E:\SAGEFRAME).Click Sharing and Security. Click the Security tab. If you do not see the Security tab, you must “turn off” simple file sharing for the folder. To do this, select the root folder (E:\SageFrame) in Windows Explorer. Click Tools | Folder Options. Select the View tab. Uncheck “Use simple file sharing.” Click OK. You can now right-click the folder and access the Security tab. On the Security tab, you will see a list of users who have access to your folder. Windows XP uses the ASPNET account and Windows 2003 uses the NETWORKSERVICE account. Add the account and give it full control permissions.

4. IIS – create virtual directory and set-up

Now that the database and file system are in place, we can create the virtual directory in IIS.

  • Open IIS and expand the tree to see “Default Web Site”. (You can find IIS in Start |Control Panel | Administrative Tools.)
  • Expand the "Default Web Site" node.
  • If you have placed your SF root folder under E:\ you will already see your website and can bypass this step. If not, you will need to add a virtual directory.
  • Right-click on "Default Web Site"
  • Click New |Virtual Directory
  • Enter an alias– "SageFrameDemo" (you can give the alias name of your choice)
  • Click Next and enter/browse to the path to the root folder of your website.
  • Click Next and leave access permissions as it is (should be set to Read/Run Scripts.)
  • Click Next and Finish

Now that a virtual directory is in place, you’ll need to modify its properties.

  • Click on the "Documents" tab
  • An entry for “default.aspx” needs to be added. Add default.aspx and move it to the top of the default documents list.

1a. How to add a Default.aspx document

Similarly, add an entry for “Install.aspx”. Move it to the top of the default documents list.

1b. How to add a Install.aspx document

  • Click on the "Directory Security" tab
  • In the “Anonymous access and authentication control” group box, click "Edit"
  • Make sure that “Anonymous Access” is checked as well as “Integrated Windows authentication”

1b. How to set the security permissions for the SageFrame installation folder

Next, click on the "ASP.NET" tab and make sure that “2.0.50727” is select for the ASP.NET version

2c. configure the ASP.NET version

Click OK to save your changes

5. Run the SageFrame installation wizard in your favorite web browser to complete the installation process.
The very last step is to initiate the SageFrame install via a web browser. The install wizard takes over. In doing so, it creates tables and stored procedures in your database and adds the needed data rows to these tables to house your site. You will be prompted to test your folder’s permissions, test the database connection and lastly, enter your desired user name and password for your host and admin user. Write these down!

Open your web browser of choice and navigate to http://localhost/SageFrameDemo(replace SageFrameDemo with the name of your IIS virtual directory)
If everything has been configured properly, you will be guided through an install wizard i.e. http://localhost/ SageFrameDemo /Install/InstallWizard.aspx .

You will choose the custom install setting.  We will not choose auto option, because the custom install allows us to specify the database information. Even though, the auto option will be disabled if it is your first and fresh SageFrame installation.

Install Page 1. Choose the Custom Install

Install Page2. Click "Test Permissions".

Install Page3. Configure the database connection with the necessary credentials

Install Page 4. You will see the wizard running the script for each version after you click

Install Page 5. On successful completion, click on “Finish (Access your Portal)” and your new SageFrame-based website appear

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