Dossier · FleetMaintenanceSoftware Dossier InstallationManual Version6.2 By ARSENAULT Associates...

DossierFleet Asset Maintenance Management Software

Version 6.2

AssociatesSince 1979

www.arsenault.com

ARSENAULT

Installation Manual

Fleet Maintenance Software

DossierInstallation Manual

Version 6.2

By

ARSENAULTAssociates

6 Terri Lane, Suite 700Burlington, NJ 08016

(609) 747-8800Fax (609) 747-8801

[email protected]

Copyright 1986-2012 © Arsenault Associates - All Rights Reserved

Microsoft, Windows, and Excel are registered trademarks of Microsoft Corporation in theUnited States and/or other countries.

Intel and Pentium are trademarks of Intel Corporation in the U.S. and other countries.

Avery is a trademark of Avery Dennison Corporation.

Networkfleet is a registered trademark of Networkfleet, Inc.

NAPA is a trademark of the National Automotive Parts Association.

The GMC trademark and design are registered trademarks of GMC.

All other registered and unregistered trademarks are the property of their respectiveowners.

ContentsChapter 1: Prerequisites 1

Chapter 2: Installing the Dossier Database and Dossier Client 3

Overview of the Dossier Installation Process 3

Uninstalling Prior Versions of Dossier 4

Creating a New Dossier Database 4

Additional Steps forWindows XP andWindows Server 2003 8

Alternate Database CreationMethod 9

Installing Dossier on Client Machines 9

Installing Dossier onWindows Server 2008 orWindows Server 2008 R2 14

Continuing with the Dossier Client Software Installation 14

Performing Report Deployment 17

Installing the Dossier Barcode Font 21

Installation Notes forWindows Server 2008 and 2008 R2 21

Installing .NET 3.5 SP1 onWindows Server 2008 R2 21

Method 1: Using Server Manager Interface 21

Method 2: Using PowerShell 23

Disabling Data Execution Prevention (DEP) 23

Entering the Setup Key 25

Chapter 3: SQL Server Configuration 27

Configuring SQL Server for Network Access 27

ConfiguringWindows Vista Firewall 28

ConfiguringWindows XP Firewall 30

ConfiguringWindows 7 Firewall 31

Configuring Server or Third-Party Firewalls 32

SQL Server Reporting Services Machine Selection 32

Establishing Report Server E-mail settings 32

Chapter 4: Backing Up and Restoring the Dossier Database 33

Backing Up the Dossier Database 33

Restoring a Dossier Database 35

Dossier Installation Manual | iii

Restoring Over an Existing Database 35

Restoring a Backup and Creating a New Database 35

Starting the Restore Process 35

Additional Procedure If Using SQL Server Authentication 36

Chapter 5: SQL Server Management Studio 37

Chapter 6: Pocket Dossier Installation and Configuration 39

Pocket Dossier Service Installation 39

Prerequisites 39

Installation Procedure 40

Pocket Dossier Installation 44

Prerequisites 44

Installation Procedure 45

Configuration 49

Configuring Pocket Dossier Service Access to the Dossier Database 49

Configuring Pocket Dossier to Use the Pocket Dossier Service 50

Registering the Pocket PC with Dossier 50

Firewall Settings for Pocket Dossier 51

Additional Configuration Tasks forWindows Server 2008, 2008 R2, andWindows 7 52

Installing ASP.NET onWindows 2008, 2008 R2 52

Turning on ASP.NET inWindows 7 54

Chapter 7: Dossier Data Exchange Installation and Configuration 55

Prerequisites 55

Installing Dossier Data Exchange 55

Configuring Dossier Data Exchange 61

Starting the Dossier Task Scheduler 62

Adding a Conduit 62

Creating a Task 64

Scheduling a Task 65

Configuring the Task 66

Networkfleet Conduit Configuration 66

NAPA Integration Conduit Configuration 66

Saving Your Task Configuration Entries 66

Adding Other Conduits 67

iv | Contents

Controlling the Service 67

Dossier Installation Manual | v

Chapter 1: PrerequisitesIf an earlier version of Dossier is installed, the Dossier database(s) should be backed upand Dossier must be uninstalled from the Dossier client machine. Refer to "Backing Upthe Dossier Database" on page 33 for more information on backing up the Dossierdatabase.

If your planned system is to contain SQL Server Express 2008 R2 on the same machine asthe Dossier client, the Dossier installation program will handle this for you. However, ifyou have another edition of SQL Server to be installed, or if you wish to install SQLServer on a separate machine, the desired edition of Microsoft SQL Server must beinstalled on the target server system(s) before Dossier installation can be completed. Thefollowing SQL Server editions are supported.

l SQL Server 2008 (Express and Standard), Service Pack 3 or later

l SQL Server 2008 R2 (Express and Standard), Service Pack 1 or later

The following SQL features must be included:

l Database Engine Services

l Reporting Services

The following SQL features are optional:

l Management Tools – Basic

When performing the Database Engine Configuration portion of the SQL Serverinstallation, the following authentication mode must be specified:

l Mixed Mode (SQL Server authentication and Windows authentication)

In the “Server Configuration” dialog, the following service account information should bespecified:

Dossier Installation Manual | 1

Service Account Name Password Startup Type

SQL Server DatabaseEngine

NT AUTHORITY\NETWORKSERVICE

Automatic

SQL Server ReportingServices

NT AUTHORITY\NETWORKSERVICE

Automatic

SQL Server Browser NT AUTHORITY\LOCALSERVICE

Automatic

If installing SQL Server 2008 R2 on Windows Server 2003 or Windows Server 2008, thelatest OS Service Packs should be installed. Refer to "SQL Server Configuration" on page27 for help with SQL Server installation.

Dossier 6.2 only supports a new database or existing SQL databases from Dossier versions5.1 and 6.0 (levels 36, 37, or 39). SQL Databases prior to Dossier 5.1 must be upgraded toDossier 5.1 before they will be supported by Dossier 6.2. Any existing Dossier MS Accessdatabases must be converted to SQL Server databases and upgraded to Dossier 5.1 beforethey can be used with Dossier 6.2. If your current Dossier installation is using an Accessdatabase, please contact Dossier Technical Support at 800-525-5256, ext. 6 or [email protected].

If you are installing Dossier on Windows Server 2008 R2, refer to"Installing .NET 3.5 SP1on Windows Server 2008 R2" on page 21 for important preparation steps.

2 | Chapter 1: Prerequisites

Chapter 2: Installing theDossier Database andDossier ClientOverview of the Dossier Installation Process

An outline of the Dossier installation process steps is as follows:

1. If you are upgrading from a previous version of Dossier, back up the Dossier database.For more information, refer to "Backing Up the Dossier Database" on page 33.

2. Uninstall prior versions of Dossier on your computer(s). This topic is covered in thischapter under "Uninstalling Prior Versions of Dossier" below.

3. If you are installing Dossier for the first time, install the Dossier database. Thisprocedure is covered in this chapter under "Creating a New Dossier Database" on page4.

4. Install the Dossier application on each client computer. This procedure is covered inthis chapter under "Installing Dossier on Client Machines" on page 9.

5. Perform report deployment. This procedure is covered in this chapter under "PerformingReport Deployment" on page 17.

6. Install any additional Dossier applications that you have purchased:

l Pocket Dossier. Refer to "Pocket Dossier Installation and Configuration" onpage 39.

l Dossier Data Exchange, for importing Networkfleet or NAPA data. Refer to"Dossier Data Exchange Installation and Configuration" on page 55


Uninstalling Prior Versions of DossierIf you have a prior version of Dossier installed on your computer(s), it must be uninstalledon each computer prior to installing this new Dossier version.

NOTE: Uninstalling Dossier does not affect the Dossier database. However, before installingthe current version of Dossier, you should back up the Dossier database. For backupinstructions, refer to "Backing Up the Dossier Database" on page 33.

Creating a New Dossier DatabaseThe Dossier Install wizard is used to create a new Dossier database.

1. From the machine on which you want to install the Dossier database server, locate theDossier Setup.exe file on your installation medium.

2. Double-click the Dossier Setup.exe file to start the Dossier Install wizard.

NOTE: For some operating system (OS) versions (Windows 7, Windows Server 2008,Windows Server 2008 R2), you will be prompted for Windows administrator credentials.

3. Click the I Understand and Want to CONTINUE button. The next screen explains thevarious installation components.

4 | Chapter 2: Installing the Dossier Database and Dossier Client

4. Scroll to the bottom to view all of the text, and then click the Continue to InstallerPage button. The next screen includes launch links for the available installationcomponents.

5. Click the Install Dossier Database link. The Dossier Database wizard displays.


6. Click the Next button. The License Agreement window displays.

7. Review the Dossier License agreement, select the appropriate option (“accept” or “notaccept”), and then click the Next button.

NOTE: You must accept the license agreement to continue the installation.

The Customer Information window displays.


8. Enter your user name and organization, and then click the Next button. The CustomSetup window displays.

9. Select the database features that you want to install.

By default, both the SQL Server and the Dossier database will be installed. Optionally,the Dossier database can be installed without installing the SQL Server if an SQLServer is already installed. Deselect SQL Server if an SQL Server is already installed.

10. After selecting the installation options, click the Next button.

l If you are installing both the new Dossier database and the SQL Server, theReady to Install the Program window displays. Go to step 12.

l If you are installing only the Dossier database, you are prompted to identifythe database server on which you are installing the database.


11. Click the Browse button to navigate to and select the SQL Server on which to installthe Dossier database.

12. Enter the SQL Server login ID and password, and then click the Next button. TheReady to Install the Program window displays.

13. When you are ready to begin the database installation, click the Install button.

NOTE: To use this new database, use the following default login ID and password: Login ID:D32ADMIN; Password: D32ADMIN.

Additional Steps for Windows XP and Windows Server 2003If you are installing the Dossier database on Windows XP or Windows Server 2003, anadditional step is required after the Dossier database installation has completed:

1. From the machine on which you want to install the Dossier database server, locate theDossierInstallFinalize.exe file on your installation medium (Installer folder).

2. Double-click the DossierInstallFinalize.exe file to complete Dossier Report deployment.


Alternate Database Creation Method

Dossier databases can also be created in SQL Server by running a special creation scriptnamed DossierCreate.sql that can be found in the SQL folder on the Dossier Installationmedia.

1. Open SQL Server Management Studio.

2. On the File menu, click Open and then click File.

3. Navigate to the location where DossierCreate.sql is stored and highlight it.

4. Click OK to select it. The creation script displays in the right pane of SSMS.

5. Click the Execute button on the toolbar to run the script.

If the DossierCreate script is successful, a new database named Dossier is listed inSSMS (you might have to refresh the window to see it). To be able to login to this newdatabase, you must run the CreateD32ADMIN utility.

6. Launch the CreateD32ADMIN utility and complete the necessary fields.

7. Click the Create Login/User button to add the D32ADMIN user to the database.

Installing Dossier on Client Machines1. From the machine on which you want to install the Dossier client application, locate

the Dossier Setup.exe file on your installation medium.




5. Click the Install Dossier Client link. The Dossier Client Install wizard displays.

6. Click the Next button. The License Agreement displays.





8. The customer information here is not used during the installation. Leave these fieldsblank and click the Next button. The Destination Folder window displays.

9. If you want to change the folder in which Dossier application files will be installed,click the Change button. When the destination folder is set, click the Next button. TheReady to Install window displays.


10. When you are ready to proceed with the installation, click the Install button. Theprogress of the installation process displays.

When installation has completed, the Completed window displays.


11. Click the Finish button to close the wizard.

Installing Dossier on Windows Server 2008 or Windows Server2008 R2If installing Dossier on Windows Server 2008 or Windows Server 2008 R2, refer to"Installation Notes for Windows Server 2008 and 2008 R2" on page 21 before proceedingwith the installation.

Continuing with the Dossier Client Software Installation1. Open Dossier from the Start menu. The Dossier Login window displays.

From the Dossier Login window, you will need to configure the .udl file to connect tothe proper SQL Database.

2. Click the Configure button to expand the configuration settings.


3. Click the ellipsis button in the Connect box. The Locate dialog box displays.

4. Navigate to and right-click the Dossier.udl file and then click Properties. The DossierProperties dialog box displays.

5. In the Select or enter a server name box, select the SQL Server instance where the Dos-sier database is located.

6. Enter a valid SQL Server user name and password, or choose to use Windows Inte-grated security.

7. In the Select the database on the server box, select the Dossier database.

8. Click the Test Connection button to verify that the connection information that youentered is correct and that you can connect to the Dossier database from this clientmachine.

9. Click OK to save your entries and close the Dossier Properties dialog box. You arereturned to the Dossier Login dialog box.

10. Login to Dossier.

If you are using a newly created Dossier database, you are prompted to enter your setupkey information. Go to step 15.

If you are using an existing Dossier database, you will be prompted to upgrade it.


The database must be upgraded to the latest database level. You cannot use an existingdatabase with Dossier 6.1 without performing the upgrade. Go to the next step.

11. Click Yes. The Dossier Database Login window displays.

12. Enter your Dossier database logon ID and password, and then click OK. You areprompted to back up the database before proceeding with the upgrade.

NOTE: If you have not yet backed up your existing Dossier database, back it up nowbefore proceeding. For information about backing up the database, refer to "Backing Upthe Dossier Database" on page 33.

13. If the Dossier database has been backed up, begin the upgrade process by clicking theUpgrade button. When the process completes, a success message is displayed.

14. Click OK to close the Dossier Upgrade window. You are prompted to enter your setupkey information.

15. Enter your setup key information. For more information about this step, refer to


"Entering the Setup Key" on page 25.

NOTE: To obtain your setup key, contact Dossier Technical Support at 800-525-5256, ext.6 or at [email protected].

16. Exit Dossier.

Performing Report DeploymentIf a complete Dossier database installation was performed (including SQL Express) andonly the default Dossier database will be used, do not perform this procedure.

Otherwise, report deployment must be performed as follows:

1. Login to Dossier to configure the SSRS Server information.

2. On the Setup menu, click Configuration and then click Code Tables. The Code Tableswindow displays.

3. On the Report Servers tab, specify the SSRS server information.

NOTE: If the Use Windows Login check box is selected, then care must be taken toprovide the proper role assignments in SSRS. If this check box is not selected and aReport Server user name is specified, the specified user must have the proper Roleassignments in SSRS.

The report server URL can be obtained from the SQL Server Reporting ServicesConfiguration Manager (Web Service URL). If your system configuration includes morethan one report server, each server must be listed here.


4. Click the Save button to save you entries, then close the Code Tables window and exitDossier.

5. On the Dossier installation medium, locate the Dossier Report Deployment folder(\Reports).

6. Open the Dossier Report Deployment tool (double-click theDossierReportDeploymentUI.exe file). The Dossier Report & Database Deploymentdialog box displays.

NOTE: For some OS versions (Windows 7, Windows Server 2008, or Windows Server2008R2), this task must be run while logged into Windows as a user with administrationprivileges. Otherwise, permission issues will occur.

7. Enter the deployment parameters:

l Server Name - The server\instance of the SQL database server (the name thatis shown in the Microsoft SQL Server Management Studio).

l Username & password - Enter a valid user name and password for your SQLdatabase server (the built-in account sa can be used).

l Database name - The name of the database for which the reports are to bedeployed (as shown in the Microsoft SQL Server Management Studio).

l Overwrite SQL Data Connection - The data connection specified is saved toSSRS. If you are already using 6.1 or above, by default, the connection orig-inally setup will not be overwritten. You can overwrite it with the new infor-mation by selecting this check box.

l Load Deployment Locations button - If the Report Server information hasalready been configured in Dossier (steps 1 to 4 above), click this button toload the SSRS Server information, described below.

8. Enter or modify the SSRS server information:


l SSRS Server - The name of the Report Server, with the port number and with-out the Instance name. This can be obtained from the Reporting Services Con-figuration Manager; for example, TWPWXPPRO32:8080.

l SSRS Instance - The instance name as shown in the SQL Server ReportingServices Configuration Manager. This can be blank if the default instance isused.

l Use Sub Folder - If selected, the default Dossier report folders will be placedunder a subfolder in the Reports database. If not selected, the Dossier reportfolders will be placed at the top level in the Reports database.

l Folder Path - This parameter must be specified if the Use Sub Folder checkbox is selected. Enter the name of the folder to be created in the Reports data-base or the name of an existing folder.

l Use Trusted Connection - If selected, Windows authentication will be used. Ifnot selected, the SSRS User Name and SSRS Password must be specified.

NOTE: If the Use Trusted Connection check box is selected, you might berequired to add permissions to SSRS for the current user.

l SSRS User Name - If Use Trusted Connection is not selected, specify a validReport Server user name.

l SSRS Password - If Use Trusted Connection is not selected, enter the pass-word of the specified SSRS User.

l Use Replicated Database check box - If your system configuration uses a rep-licated database, check this check box and provide information about the rep-licated server in the parameters that follow.

l SQL Replicated Server - The name of the replicated server.

l SQL Replicated Database - The name of the replicated database.

l SQL Username - The user name to be used on the replicated server.

l SQL Password - The password to be used on the replicated server.


9. Overwrite SQL Data Connection. The data connection specified is saved to SSRS.

10. Click the Deploy button to start the deployment process.

11. When deployment is complete, check for deployment errors and then exit the deploy-ment tool.

12. Repeat these procedures for any additional databases that must be deployed.

If your SSRS Server is running on Windows 7, Windows Server 2008, or Windows Server2008 R2 Operating Systems and you did not perform a Dossier Database install, thefollowing steps must be performed to avoid security configuration issues.

1. Right-click the Internet Explorer (or IE 64 bit) icon in the Start > All Programs menuand select Run as Administrator. Click Yes to the prompt that displays.

2. Connect to the instance of SSRS (i.e., http://localhost/reports_sqlexpress).

3. On the Site Settings menu, click Security.

4. Click New Role Assignment.

5. Add the user account with which Dossier will be connecting, assign all listed roles, andclick OK.

6. Click the Home link.

7. Click the Folder Settings button.

8. Click the New Role Assignment button.

9. Add the user account with which Dossier will be connecting, assign all listed roles, andclick OK.

10. Close Internet Explorer.

11. Refer to "Configuring SQL Server for Network Access" on page 27 for additional con-figuration steps.


Installing the Dossier Barcode FontIf the report server is going to run on a machine other than the Dossier client machine, theDossier Barcode Font installation must be performed on each report server machine.

Start the Dossier Install wizard (double-click the Setup.exe file) on the report server. Onthe install links window, click the Other Dossier Installations link and then click theInstall Barcode Font link.

The server machine must be restarted after installation.

Installation Notes for Windows Server 2008 and 2008R2

Installing .NET 3.5 SP1 on Windows Server 2008 R2

The .NET Framework 3.5 SP1 is a prerequisite for SQL Server 2008 and SQL Server 2008R2.

In Windows Server 2008 R2, the .NET Framework is a feature and installing it is differentwhen compared to older versions of Windows Operating Systems. With the older versions,the Dossier Installer will perform the installation of .NET 3.5.1 automatically. However,when installing Dossier on Windows Server 2008 R2, the installation of .NET Framework3.5.1 must be performed as described below. This installation should be performed prior tothe Dossier Installation.

To Install the .NET Framework 3.5.1 feature, you can use either of two methods.

Method 1: Using Server Manager Interface1. In the Server Manager interface, click Add Features to display a list of possible features.

2. In the Select Features interface, expand .NET Framework 3.5.1 Features.

Once you expand .NET Framework 3.5.1 Features, two check box options aredisplayed: .NET Framework 3.5.1 and WCF Activation.

3. Select the .NET Framework 3.5.1 check box and then click the Next button.

NOTE: If you do not expand .NET Framework 3.5.1 Features and check it, the AddFeatures Wizard displays, as shown below.


4. Click Cancel and expand .NET Framework 3.5.1 Features and then select the .NETFramework 3.5.1 check box below it.

You cannot install .NET Framework 3.5.1 Features unless the required role services andfeatures are also installed. The wizard will let you know which (if any) prerequisitesneed to be installed before the .NET framework. It will also walk you through theprocess of installing them if necessary.

5. In the Confirm Installation Selections window, review the selections and then click theInstall button.

6. When the installation process completes, click the Close button.


Method 2: Using PowerShell1. Click the Windows Start button.

2. Select All Programs and then select Accessories.

3. Expand Windows PowerShell.

4. Right-click Windows PowerShell and select Run as administrator.

5. Click Yes on the User Account Control box.

6. At the PowerShell command prompt, type the following commands. Press the Enter keyafter each command:

Import-Module ServerManager

Add-WindowsFeature as-net-framework

Disabling Data Execution Prevention (DEP)

Installation of Dossier under Windows Server 2008 and Windows Server 2008 R2 requiresdisabling Data Execution Prevention (DEP) for the Dossier executable (Dossier.exe) on themachine where Dossier is installed.

1. On the Start menu, click Computer. The Computer window displays.

2. Click System Properties. The System window displays.


3. Click Advanced system settings. The System Properties dialog box displays.

4. Go to the Advanced tab, and click the Settings button under Performance.

The Performance Options dialog box displays.

5. Go to the Data Execution Prevention tab.


l If the Turn on DEP for essential Windows programs and services only optionis selected, you do not need to make any changes. Click the Cancel button toclose the dialog box.

l If the Turn on DEP for all programs and services except those I select: optionis selected, Dossier.exe must be added to the list. Go to the next step.

6. Click the Add button, browse to and select Dossier.exe, and then click the Openbutton.

NOTE: Dossier.exe is in the installation directory (by default this is in C:\ProgramFiles\ArsenaultAssociates\Dossier or C:\Program Files(x86)\ArsenaultAssociates\Dossier).

Entering the Setup KeyThe first time after installing Dossier that you attempt to log in, you will be promptedwith the Version dialog box to enter the setup key. You and other users will not be ableto log in to Dossier until the setup key is entered.

In the Version dialog box, you can see which edition of Dossier (Silver or Platinum) youare running and what additional features are activated such as parts barcoding, multi-usercapabilities, fuel import module, security, and others.


Each version requires a setup key to turn editions and features on or off. Setup keys areprovided by Arsenault Associates upon software installation. Contact Dossier TechnicalSupport at (800) 525-5256, ext. 6 or at [email protected] to obtain your setup keys.

After entering the setup key, the Value next to the options in your edition of Dossiershould be set to Yes.

If you purchase additional Dossier features at a later time, you will have to enter a newsetup key. You can display the Version dialog box by running the Version command onthe Setup menu.


Chapter 3: SQL ServerConfigurationConfiguring SQL Server for Network Access

If you intend to access a database on your SQL Server from a remote computer, you mustconfigure SQL Server to accept network connections.

To enable network connections:

1. Start the SQL Server Configuration Manager. A shortcut is located in Start > Programs> SQL Server 2008 R2 > Configuration Tools.

2. Expand the SQL Server Network Configuration node and select the Protocols node.


For a new installation, all protocols except for Shared Memory are disabled.

3. Right-click the TCP/IP node and select Enable. A message displays indicating that thesetting has been changed, but will not take effect until the database engine has beenrestarted.

4. Select the SQL Server Services node in the left pane. A list of SQL Server services islisted in the right pane.

5. Locate the service named SQL Server. If it is in the running state, right-click it andclick Restart.

Configuring Windows Vista FirewallIf you are hosting SQL Server on a Windows Vista system and want to allow networkaccess, you might need to make a change to your Windows Vista Firewall to enable this.

1. In the Control Panel, go to the Security window and then open Windows Firewall.

2. Check to see if the firewall state is on. If it is not on, no changes are required. You canskip the rest of the steps.

3. If the firewall is on, select the Allow a program through Windows Firewall check boxon the left hand side of the window.

4. Go to the Exceptions tab.

28 | Chapter 3: SQL Server Configuration

5. Click the Add Program button and then click the browse button.

6. Browse to the location where you installed SQL Server, select sqlservr.exe, and clickthe Open button.

By default SQL Server is installed at the following location:

32-bit:

C:\Program Files (x86)\Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL\Binn\sqlservr.exe

64-bit:

C:\Program Files\Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL\Binn\sqlservr.exe

7. Click OK.

8. Click the Add Program and Browse buttons again to browse to the location where SQLBrowser is installed.

9. Select sqlbrowser.exe, click the Open button, click OK, and click OK once more.

By default SQL Browser is installed at the following location:

C:\Program Files (x86)\Microsoft SQL Server\90\Shared\sqlbrowser.exe


Configuring Windows XP FirewallIf you are hosting SQL Server on a Windows XP system, and want to allow networkaccess, you might need to make a change to your Windows XP Firewall to enable this.

1. In the Control Panel, open Windows Firewall. Check to see if the firewall is enabled. Ifit is not enabled, no changes are required. You can skip the rest of the procedure.

2. If your firewall is enabled, go to the Exceptions tab.

3. Click the Add Program button and then click the Browse button.

4. Enable the database engine, which by default is installed here:

C:\Program Files\Microsoft SQLServer\MSSQL10.SQLEXPRESS\MSSQL\Binn\sqlservr.exe

5. Click the Browse button again and add an exception for the SQL Browser serviceinstalled by default at the following:

C:\Program Files\Microsoft SQL Server\90\Shared\sqlbrowser.exe

6. Click OK to save the firewall changes.


Configuring Windows 7 FirewallIf you are hosting SQL Server on a Windows 7 system, and want to allow network access,you might need to make a change to your Windows 7 firewall settings to enable it.

1. In the Control Panel, click System and Security and then click Windows Firewall.

2. Check to see if the firewall state is on. If it is not on, you can skip the rest of the stepsbelow.

3. If your firewall is on, click Advance settings on the left pane of the window.

4. Right-click Inbound Rules in the navigation tree on the left pane and select New Rule.

5. Choose Program as the rule type and click the Next button.

6. Select This program path, click the Browse button, browse to the location where youinstalled SQL Server, and select sqlservr.exe.

7. Click the Next button.

By default SQL Server is installed at the following location:

32-bit:

C:\Program Files (x86)\Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL\Binn\sqlservr.exe

64-bit:

C:\Program Files\Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL\Binn\sqlservr.exe

8. Select the Allow the connection options for the action and click the Next button.


9. Select Domain and Private for the Profile and click the Next button.

10. Provide a name and/or description for the rule and click the Finish button.

11. Repeat steps 4 through for SQL Browser.

By default SQL Browser is installed at the following location:

C:\Program Files (x86)\Microsoft SQL Server\90\Shared\sqlbrowser.exe

Configuring Server or Third-Party FirewallsFor server based operating systems or third-party firewalls, please refer to appropriatetechnical documentation for configuration information.

SQL Server Reporting Services Machine SelectionWhen choosing a machine on which to install SSRS, it should be a machine that is notfrequently restarted or shut down. Frequent restarts and shutdowns can impact theexecution of scheduled reports.

Establishing Report Server E-mail settingsWhen attempting to memorize reports in Dossier, problems could occur if e-mail settingshave not been configured in the SQL Report Server.

To establish the e-mail settings:

1. Open the Reporting Services Configuration Manager: Start > Microsoft SQL Server2008 R2 > Configuration Tools > Reporting Services Configuration Manager.

2. Enter the Server Name and Report Server Instance name, then click the Connect button.

3. In the Reporting Services Configuration Manager, enter an email address and SMTPServer name, and then click the Apply button


Chapter 4: Backing Up andRestoring the DossierDatabase

While it is true that SQL Server databases are stored as files on the SQL Server computer,unlike Microsoft Access, you cannot simply copy or move SQL Server database files fromone location to another safely. This is because when SQL Server is running, all of itsdatabases are open and might be inconsistent at any moment due to update activity.

To make reliable backups of SQL Server databases while SQL Server is running, SQLServer has special backup and restore utilities that read and write databases with their ownfile format, These utilities guarantee database consistency through the backup/restoreprocess.

The SQL Server databases backup serves as a “point in time” complete snapshot of thedatabase that can be restored if the production database is lost or corrupted.

Backups should be performed on a schedule corresponding to the importance of the dataand the conditions in the environment. Once per day in many production environments isadequate. For test or demo databases, backups might not be important at all unless youhave made changes to the database that you want to make sure are saved.

Backing Up the Dossier DatabaseSQL Server database backup files essentially allow you to create a copy of your databaseand save it in a backup file. The backup file can be used to recover the database in theevent it becomes damaged or corrupted.

To create a backup of your Dossier database:

1. Open SQL Server Management Studio from the following menu path: Start > AllPrograms > Microsoft SQL Server 2008 (or Microsoft SQL Server 2008 R2) > SQL


Server Management Studio. The Connect to Server window displays.

2. Choose the server on which the Dossier database resides.

3. Enter a valid SQL Server login name and password, and then click the Connect buttonto connect to the server. The Object Explorer window displays.

4. In the Object Explorer window, expand Database and locate the Dossier database.

NOTE: If the Object Explorer window is not visible, it can be opened via the ObjectExplorer command on the View menu.

5. Right-click the database, click Tasks, and then click Back Up. The Back Up Databasewindow displays.

34 | Chapter 4: Backing Up and Restoring the Dossier Database

6. The backup file will be saved in the path shown in the Destination panel. To choose adifferent location, click the Remove button. Then click the Add button and navigate toand select another location.

7. Click OK to create the database backup. Depending on the size of the database, thismight be lengthy process. When the back up operation is complete, a success messageis displayed.

We recommend copying the backup file to external media for safe keeping. Ideally, theexternal media should be kept offsite in a secure location for disaster recovery purposes.

Restoring a Dossier DatabaseRestoring Over an Existing DatabaseTo restore over an existing database:

1. In the SQL Server Management Studio Object Explorer, navigate to the database youwant to restore.

2. Right-click the database and then click Tasks/Restore/Database. The Restore Databasedialog displays. Go to "Starting the Restore Process" below.

Restoring a Backup and Creating a New DatabaseTo restore a backup and create a new database at the same time:

l In SQL Server Management Studio Object Explorer, right-click the Databases folderand select Restore Database. The Restore Database dialog displays. Go to "Starting theRestore Process" below.

Starting the Restore Process1. Complete the information in the Restore Database dialog box, making sure that the

database name is correct.


2. In the Specify the source and location options, select the From Device option.

3. Select the source file/database to restore and any related options.

4. If you are restoring over an existing database, click Options in the pane on the left. TheOptions pane displays on the right.

5. In the restore options area, select Overwrite the existing database.

6. Click OK to restore the database. A message displays indicating when the restore proc-ess is completed.

Additional Procedure If Using SQL Server AuthenticationPerform the following procedure if you are using SQL Server Authentication:

1. Launch the CreateD32ADMIN utility and complete the necessary fields.

2. Click the Drop/Re-Add button to drop and re-add the D32ADMIN user to the database.

36 | Chapter 4: Backing Up and Restoring the Dossier Database

Chapter 5: SQL ServerManagement Studio

SQL Server Management Studio (SSMS) is the program you will use most often to interactwith SQL Server after installation is completed.

You can access the shortcut to launch SQL Server Management Studio from the Startmenu: Start > Programs > Microsoft SQL Server 2008.

When you start SSMS, you are prompted to connect to a server and provide credentials.By default, your local server should be selected and your default Windows credentialsshould be sufficient to complete the connection. However, you can also use SSMS toconnect to SQL Servers on other computers. You can also use the Authentication controlsto provide alternate credentials.

Upon logging into SSMS, the default view of the Object Explorer displays. This vieworganizes the SQL Server management activities into a series of folders. The ObjectExplorer works like most other Explorer windows in Windows; that is, selecting an objectin the navigation tree pane displays information about that object in the right pane.


Chapter 6: Pocket DossierInstallation andConfiguration

The Pocket Dossier architecture consists of two pieces:

l Pocket Dossier Service runs on Microsoft’s Internet Information Server and is a Micro-soft .Net Web Service.

l The Pocket Dossier application runs on Pocket PC devices within the Microsoft .NetCompact Framework. The Pocket Dossier application consumes the Pocket Dossier Serv-ice through a wireless network card fitted to the Pocket PC device. This enables realtime viewing and manipulation of Dossier data.

Pocket Dossier Service InstallationThe Pocket Dossier Service provides data to the Pocket Dossier application. Client PocketPCs that connect to the Pocket Dossier Service can access much of the informationavailable in the full Dossier software package. This is because Pocket Dossier Service tiesdirectly into the Dossier database and utilizes many of the same components.

Prerequisites

The target computer must be running Windows XP Professional (with Service Pack 3),Windows 2003 Server, Windows 7 (other than Home editions), Windows Server 2008, orWindows Server 2008 R2.

The target computer must have IIS installed. The following IIS features must be enabled:

l Web Management Tools (all sub-features)

l World Wide Web Services (all sub-features)


Installation Procedure

Pocket Dossier Service can be installed using the Dossier Installer.

1. From the machine on which you want to install the Pocket Dossier Service, locate theDossier Setup.exe file on your installation medium.



3. Click the I Understand and Want to CONTINUE button. The next screen explains the

40 | Chapter 6: Pocket Dossier Installation and Configuration

various installation components.


5. Click the Other Dossier Installations link. The Other Dossier Installations dialog boxdisplays.


6. Click the Install Pocket Dossier Service link. The Pocket Dossier Service installationwizard displays.

7. Click the Next button. The Customer Information window displays.

8. The customer information here is not used during the installation. Leave these fieldsblank and click the Next button. The Destination Folder window displays.


9. If you want to change the destination for the Pocket Dosser Service application, clickthe Change button. Navigate to and select the destination folder.

10. When the desired folder destination has been set, click the Next button. The Ready toInstall window displays.

11. When you are ready to start the installation, click the Install button.

12. When installation is finished, the Completed window displays.


13. Click the Finish button to close the installation wizard.

Pocket Dossier InstallationThe Pocket Dossier application provides a scaled down version of the full Dossierapplication. It is most useful in environments where desktop computer equipment is notpractical. If the Pocket PC’s wireless network card can get a signal, Pocket Dossier can beused to enter and retrieve fleet data from the Pocket Dossier Service.

Prerequisites

l The client computer must have Microsoft ActiveSync or Microsoft Windows MobileDevice Center installed.

l Microsoft Windows Mobile Device Center is required for Windows 7, Windows Server2008, and Windows Server 2008 R2.

l For Windows XP and Windows Server 2003, Microsoft ActiveSync is required.

l The Pocket PC device should be connected to the client PC and communicating viaActiveSync or Windows Mobile Device Center.

Windows Mobile Device Center for 32-bit and 64-bit editions of Windows can bedownloaded here:

http://support.microsoft.com/kb/931937

Microsoft ActiveSync 4.5 can be downloaded here:

http://www.microsoft.com/windowsmobile/en-in/downloads/microsoft/activesync-download.mspx


http://support.microsoft.com/kb/931937http://www.microsoft.com/windowsmobile/en-in/downloads/microsoft/activesync-download.mspxhttp://www.microsoft.com/windowsmobile/en-in/downloads/microsoft/activesync-download.mspxhttp://www.microsoft.com/windowsmobile/en-in/downloads/microsoft/activesync-download.mspx

Installation ProcedureNOTE: For Windows 7, Windows Server 2008, and Windows Server 2008 R2, you must runthe Pocket Dossier installation procedure as a user with Windows administration privileges orpermission issues will occur.

Pocket Dossier is installed using the Dossier Installer.

1. From the machine on which you want to install the Pocket Dossier application, locatethe Dossier Setup.exe file on your installation medium.



3. Click the I Understand and Want to CONTINUE button. The next screen explains the


various installation components.




1. Click the Install Pocket Dossier link. The Pocket Dossier installation wizard displays.






4. The customer information here is not used during the installation. Leave these fieldsblank and click the Next button. The Ready to Install the Program window displays.

5. When you are ready to begin the database installation, click the Install button.

NOTE: If the Pocket PC is not connected at install time, the following message isdisplayed. The application will be downloaded to the device the next time it connects tothe client computer.

When the installation process finishes, the Completed window displays.


6. Click the Finish button to close the Install wizard.

ConfigurationConfiguring Pocket Dossier Service Access to the DossierDatabaseThe Pocket Dossier Service setup page can be loaded in a web browser by entering thefollowing URL of the computer running the Pocket Dossier Service:

http://localhost/PocketDossierService

On the setup page, the Pocket Dossier Service can be configured for access to the desiredDossier database.

The Maximum Find Results value determines the maximum number of items that will bereturned from the find screens in Pocket Dossier (Find Unit, Find Part, etc). Note thatsearches that return many items can take a considerable amount of time to complete. Werecommend keeping the default value of 500 unless you have a specific reason to modifyit.


Configuring Pocket Dossier to Use the Pocket Dossier ServiceThe Pocket Dossier application must be pointed to the Pocket Dossier Service. This isdone on the Pocket Dossier login screen by entering the URL of the .asmx file on thecomputer running the Pocket Dossier Service in the Pocket Dossier Web Service URL box.

The standard format of the URL is:

http:///PocketDossierService/PocketDossierService.asmx.

If you are unsure of the IP address, use the ipconfig command in a Command Promptwindow to display the computer’s IP address.

Registering the Pocket PC with DossierTo register the Pocket PC with Dossier, you will need the name and device ID of thedevice. These can be found on the login screen of Pocket Dossier in the About menu.


1. To register the device, log in to Dossier.

2. On the Setup menu, click Security and then click Pocket Dossier. The Pocket Dossierdialog box displays.

3. In the first blank Name cell, enter the device name.

4. In the Hardware Identifier cell, enter the device ID.

5. When you are finished making the entries, click OK to save them.

Firewall Settings for Pocket DossierWindows Firewall might prevent proper communications between the Pocket PC and theclient computer (where Pocket Dossier Service is installed). Make sure the client computerhas the following items enabled in the Windows Firewall - Inbound Rules:

l World Wide Web Services (HTTP Traffic-In)

l World Wide Web Services (HTTPS Traffic-In)

A Windows 7 example is shown below.


Additional Configuration Tasks for Windows Server2008, 2008 R2, and Windows 7

Additional steps are required if Pocket Dossier Service is installed on Windows Server2008, 2008 R2, or Windows 7.

l ASP.NET must be installed on Windows Server 2008, 2008 R2

l ASP.NET must be turned on for Windows 7.

l 32-bit applications must be enabled for Windows 7 64-bit edition.

Installing ASP.NET on Windows 2008, 2008 R2

Perform the following procedure to see whether ASP.NET is installed and, if it is not, toinstall it.

1. On the Start menu, click Administrative Tools and then click Server Manager. TheServer Manager window displays.

2. Under Roles Summary, click the Web Server (IIS) link. The Web Server windowdisplays.

3. Locate the “ASP.NET” Role Service.


If ASP.NET is installed, you are finished. You can close the Server Manager window.

4. If it is not installed, click the Add Role Services link on the right side. The Add RoleServices window displays.

5. Select the ASP.NET check box. The Add Role Services dialog box displays.

6. Click the Add Required Role Services button.

7. Click the Next button.

8. Click Install.

It might take several minutes for ASP.NET to install. When it does complete, theInstallation Results are displayed.


9. Click the Close button to complete the installation.

Turning on ASP.NET in Windows 7

Perform the following procedure to see whether ASP.NET is on and, if it is not, to turn iton.

1. On the Control Panel window, click the Programs link.

2. On the Programs window, under Programs and Features, click the Turn Windows fea-tures on or off. The Windows Features dialog box displays.

3. Open the following branches in the settings tree: Internet Information Services > WorldWide Web Services > Application Development Features.

4. If it is not already selected, select the ASP.NET check box.

5. Click OK to save the setting.


Chapter 7: Dossier DataExchange Installation andConfiguration

Dossier Data Exchange provides an application programming interface (API) for customapplications to obtain Dossier data.

The Dossier Installer is used to install this feature.

PrerequisitesThe target computer must have IIS installed. The following IIS features must be enabled:

l Web Management Tools

l World Wide Web Services

Installing Dossier Data Exchange1. From the machine on which you want to install Dossier Data Exchange, locate the Dos-

sier Setup.exe file on your installation medium.



55 | Chapter 7: Dossier Data Exchange Installation and Configuration


4. Scroll to the bottom to view all of the text, and then click the Continue to InstallerPage button. The next screen includes launch links for the available installation


components.


6. Click the Install Dossier Data Exchange link. The Dossier Data Exchange install wizarddisplays.





The Destination Folder window displays.


9. If you want to change the folder in which Dossier Data Exchange application files willbe installed, click the Change button. When the destination folder is set, click the Nextbutton. The Setup Type window displays.

In the Setup Type window, you can select which Dynamic Data Exchange componentswill be installed.

10. To select all components, select the Complete option.

To select individual components, select the Custom option and then disable thecomponents that you do not wish to install on the Custom Setup window.


11. Click the Next button when the desired component list is complete. The Ready toInstall the Program window displays.

12. When you are ready to proceed with the installation, click the Install button.

13. When installation has completed, the Completed window displays.


14. Click the Finish button top close the install wizard.

Configuring Dossier Data ExchangeThe Dossier Data Exchange installation installs the Dossier Task Scheduler application.The Dossier Task Scheduler is a configuration tool used to schedule tasks that utilize theDossier Data Exchange to automatically execute the tasks on a desired schedule.

Tasks that utilize the Dossier Data Exchange are referred to as “conduits.” The DossierData Exchange installation includes the option of installing several conduits:

l Networkfleet - Meter Readings

l Networkfleet - Alerts

l NAPA Integration

NOTE: These are the three conduits included with the initial release of the Dossier DataExchange (version 6.1.1). Conduits will be added in the future, so this list is not necessarilycomplete.

Using the Dossier Task Scheduler, these conduits can be scheduled to automaticallyexecute on a schedule that you define.


Starting the Dossier Task Scheduler

To start the Dossier Task Scheduler, go to Start > All Programs > Arsenault Associates >Dossier > Dossier Task Scheduler menu command.

The first time you run the application, you will be prompted to add a customer.

Enter the name of your organization, the SQL Server instance which contains your Dossierdatabase, and the name of the database.

You must also specify how the Task Scheduler should connect to the database. Choose touse either trusted security, or specify a specific SQL Server user name and password.

Adding a Conduit

Next you are prompted to add a conduit.

Conduits are .dll files that were optionally installed with the Dossier Data Exchange.

Conduit .dll files are installed in subfolders in the Dossier Data Exchange installationdirectory: C:\Program Files (x86)\ArsenaultAssociates\DossierDataExchange


As of version 6.2, the conduit name, folder name (in the installation directory), and .dll filenames are as follows:

Conduit Name Folder Name DLL Name

Networkfleet - MeterReadings

Networkfleet Networkfleet_MeterReadings.dll

Networkfleet - Alerts Networkfleet Networkfleet_Alerts.dll

NAPA Integration Napa NAPA_Integration.dll

To add a conduit, click the Assembly File box ellipsis button. Then browse to and selectthe desired .dll file. The Name, Execution Type, and Configuration Type are automaticallypopulated. Do not change these values. Click OK.

After adding a conduit, the main window of the Dossier Task Scheduler is displayed.

From here, you can schedule your first conduit. A scheduled conduit is referred to as a“task.” The following topic explains how to create and configure a task.


Creating a Task

On the Dossier Task Scheduler main window, click the Add Task button.

The customer you added is pre-selected. Other general information you must specify are aname for the task, and the Dossier credentials to use to execute the task. Optionally, youcan enter a description of the task.

You must also specify a Dossier username and password.

NOTE: The Dossier user account specified here must have certain Dossier permissionsgranted to execute each conduit. For this reason, it is recommended that you specify a userthat is a member of the Dossier Administrators group. If a user without sufficient permissionsis specified, the task will fail and errors will be recorded in the corresponding batch inDossier.


Scheduling a Task

Next, go to the Schedule tab and specify when the task should execute.

There are five types of schedules available:

l Hour - An hourly schedule allows the task to execute on a regular interval specified bya number of hours and minutes.

l Day - A daily schedule allows the task to execute on certain days of the week, at a spe-cific time of the day.

l Week - A weekly schedule is similar to a daily schedule, but you can also specify anumber of weeks to skip after each week’s execution. For example, using a weeklyschedule, your task could run on each weekday of every other week.

l Month - A monthly schedule can be used to choose certain months and days of theweek to execute the task at a specific time of the day.

l Once - This type allows you to schedule a task to execute only once at a specific dateand time.

The start date and start time indicate when the schedule should become active. If youchoose a date prior to the current date and time, the schedule is immediately made active.Also note that the start time indicates when the task will execute for Day, Week, andMonth schedule types. For example, if you choose a Day schedule and pick each weekdaywith a start time of 9:00 AM, the task will run each weekday at 9:00 AM.

The stop date indicates when the schedule should become inactive.


Configuring the Task

Finally, go to the Configuration tab to specify configuration information needed toexecute the task. In the screenshot below, the configuration settings for the Networkfleet -Meter Readings conduit are shown. Your screen will look different if you chose to add adifferent conduit.

Networkfleet Conduit ConfigurationThe Networkfleet conduits both require a Networkfleet username and password, whichshould have been provided to you by Networkfleet. The Networkfleet - Meter Readingstask provides an option of importing either Vehicle Hours or Engine Hours. If yourDossier units contain an Hours meter, choose the value that corresponds to how you trackhours: either based on vehicle hours or engine hours. If your units do not track hours, thissetting is irrelevant. Networkfleet conduits require one or more URIs. These default to thecorrect value and should not be changed.

NAPA Integration Conduit ConfigurationThe NAPA Integration conduit requires a NAPA Store ID and Password, which shouldhave been provided when you purchased the option. It includes a URL setting that shouldnot be changed.

Saving Your Task Configuration EntriesClick the Save button to save your entries.


Adding Other Conduits

If you plan to use the other conduits, they can be added using the Add Conduit commandon the File menu. You can then create a task for the conduit using the Add Task button,and following the configuration steps described above.

Controlling the ServiceThe tasks you have configured are executed by the Dossier Task Service windows service.The tasks execute only while the Dossier Task Service is running.

To control the service, on the View menu click Service Status. The Service Status dialogbox displays.

From this dialog box, you can start, stop, pause, or restart the service. If you unsure ofwhat each button does, you can mouse over the button for a description.


Chapter 1: PrerequisitesChapter 2: Installing the Dossier Database and Dossier ClientOverview of the Dossier Installation ProcessUninstalling Prior Versions of DossierCreating a New Dossier DatabaseAdditional Steps for Windows XP and Windows Server 2003Alternate Database Creation Method

Installing Dossier on Client MachinesInstalling Dossier on Windows Server 2008 or Windows Server 2008 R2Continuing with the Dossier Client Software Installation

Performing Report DeploymentInstalling the Dossier Barcode FontInstallation Notes for Windows Server 2008 and 2008 R2Installing .NET 3.5 SP1 on Windows Server 2008 R2Method 1: Using Server Manager InterfaceMethod 2: Using PowerShell

Disabling Data Execution Prevention (DEP)

Entering the Setup Key

Chapter 3: SQL Server ConfigurationConfiguring SQL Server for Network AccessConfiguring Windows Vista FirewallConfiguring Windows XP FirewallConfiguring Windows 7 FirewallConfiguring Server or Third-Party FirewallsSQL Server Reporting Services Machine SelectionEstablishing Report Server E-mail settings

Chapter 4: Backing Up and Restoring the Dossier DatabaseBacking Up the Dossier DatabaseRestoring a Dossier DatabaseRestoring Over an Existing DatabaseRestoring a Backup and Creating a New DatabaseStarting the Restore ProcessAdditional Procedure If Using SQL Server Authentication

Chapter 5: SQL Server Management StudioChapter 6: Pocket Dossier Installation and ConfigurationPocket Dossier Service InstallationPrerequisitesInstallation Procedure

Pocket Dossier InstallationPrerequisitesInstallation Procedure

ConfigurationConfiguring Pocket Dossier Service Access to the Dossier DatabaseConfiguring Pocket Dossier to Use the Pocket Dossier Service

Registering the Pocket PC with DossierFirewall Settings for Pocket DossierAdditional Configuration Tasks for Windows Server 2008, 2008 R2, and Windows 7Installing ASP.NET on Windows 2008, 2008 R2Turning on ASP.NET in Windows 7

Chapter 7: Dossier Data Exchange Installation and ConfigurationPrerequisitesInstalling Dossier Data ExchangeConfiguring Dossier Data ExchangeStarting the Dossier Task SchedulerAdding a ConduitCreating a TaskScheduling a TaskConfiguring the TaskNetworkfleet Conduit ConfigurationNAPA Integration Conduit ConfigurationSaving Your Task Configuration Entries

Adding Other Conduits

Controlling the Service

BookmarksStarting_the_Restore_Process

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