Qasper

Setting up initial account:

1. Log into the GoDaddy account. Under Hosting, select the Setup Account option. 

2. Agree to the license and click [Next].

3. At the Login page, enter a New User Name - use the domain name purchased when registering, without the dot.

4. For a password, use the password of the account with the first character uppercase.

5. Select the domain from the next screen.

6. CRITICAL: Under OPTION, it MUST BE IIS6.0 AND .NET 1.1. Do not select the other options.

7. Deselect the Google Webmaster Tools.

8. Carefully review the CONFIRMATION page and [Finish] 

Quick steps:

Log into your account and select Hosting:

Select the Hosting Account by clicking Manage Account under the Control Panel column:

SET UP THE ACCOUNT
================

1. Create a database:

a. Click the [Databases] tab at the top of the Control Center and select SQL Server.

b. Click [Create Database] 

(suggested names):

i. Description: qasper{yourname}. Example: qaspersmithco
ii. SQL Server Database/User Name: same as description (qaspersmithco)
iii. Passwords. Use a strong password and WRITE IT DOWN.
iv. Click [OK].

c. It will go into 'Pending Setup' status. Visit this periodically and [Refresh List]. It will take about 5 minutes to be set up. You can go onto the next action (Item 2. below) in the meantime.
d. When the 'Pending Setup' has changed to Setup in Status, click the link, 'Manage via web admin'

i. User Name: as above: qaspersmithco
ii. Password: as above 

e. Click 'Query Analyzer' under 'Tools'
f. Locate 'starter_database_dbo_tables_and_data_sans_GO_SQLServer.sql' in the local directory of your desktop PC.
g. Right-click and Open with Notepad, Edit > Select All and Edit > Copy.
h. In the Query Analyzer window, paste then click [Execute]
i. Write down the URL to the database. Copy it from the left-side menu. It could be something similar to: 

qaspersmithco.db.5678901.hostedresource.com
or
whsql-v24.prod.mesa1.secureserver.net

2. Create qasper folder: Select [Content] > File Manager and create a main folder to hold Qasper's files: example: qasper

3. To create the new folder: 

a. Select the main folder on the left-side menu 

b. Click 'Create New Directory' on the left-side menu.

c. Enter a name for the new folder: example: qasper

4. Click on the folder you created, select [Upload] and browse to and select the zipped Qasper file.

Click [Upload] to upload that file. This will take about 5-7 minutes over a high speed connection. You may have to wait for the upload to complete before moving to the next step.

5. Close the Upload Files(s) window.

6. Select the zipped file, click [Unarchive]. Unarchive to /qasperorganizer/ (or whatever the folder name is that you created). Click [OK] to unarchive.

7. After the unzipping is complete, close the Unarchive window. The control panel will display like this:

8. Select the folder (eg. qasper) holding Qasper's files in the right side list of File Manager (not the left side list). You may have to click on [Parent Directory] near the top then scroll to the folder.

9. Select that folder by clicking in the checkbox adjacent to it.

10. Click [Permissions]:

a. Deselect [ ]Inherit
b. Select [ ]Read (it may already be selected)
c. Select [ ]Write
d. Select [ ]Reset all children to inherit
e. Check carefully that you are working with the created folder holding Qasper's files.
f. Click [OK].

11. Locate orginfo.config and [Edit] it - Expand the folder you created (e.g qasper) and move ahead in the pages until the file displays.

NOTE: before editing orginfo.config, ensure the Create a database section above is complete. 

a. dbConnectionType: MSSQL
b. dbConnectionMethod: DSN
c. dbConnectionString: Driver={SQL Server};Server=whsql-v21.prod.mesa1.secureserver.net;Database=qasperorganizer2;Uid=qasperorganizer2;Pwd=the password;

(The Server and other information is as in '1. Create a database' above.)

Periodically visit IIS Management, click [Refresh List] and ensure Status becomes 'Setup' before actually running Qasper.

9. NOT NEEDED: Create a subdomain for the folder to simplify user access: 

a. Click [Settings] > Domain Management
b. Click on the domain holding the folder.
c. Click [Add Subdomain].
d. Enter a subdomain name (probably use the same name as the new folder's name).
e. Select the ( )Create or select a folder option.
f. [Browse] to the new folder and select it. It will display under 'Destination'.
g. Click [OK]
h. Review the selection/settings and click [OK]

The Domain Management window will display 'Pending'.

Periodically visit Domain Management, click [Refresh] and ensure Status becomes 'Setup' before actually running Qasper.

12. Select [Content] > IIS Management to set the browsing permissions for the new folder that holds the qasper files.

a. Select [ ]Content Root
b. Click [Create] in the IIS Management panel.
c. Type in the folder name (eg. qasper)
d. Select [ ]Anonymous Access
e. Deselect [ ]Directory Browsing
f. Select [ ]Set Application Root <<< CRITICAL: this must be set in order for the folder to become a .NET app holder.

The Control Center will display 'Pending Setup'. 

13. Select [ ] the newly-created folder then [Create] directories for:

audio 
catalog
custom reports
db_bak
documents
home reports
qasperdownloads
report files
reserved reports
updates 

To do that:

- Select the newly-created folder (eg. Qasper) even if setup is still pending, then:

a. Click [Create] (if [Create] is disabled look for more than one selected folder.)
b. Type in the folder name from the list above. 
c. Deselect [ ]Anonymous Access 
d. Deselect [ ]Directory Browsing 
d. Deselect [ ]Set Application Root
e. Click [OK]

or

Enter as a string: 

ads,bin,catalog,custom reports,db_bak,documents,home reports,qasperdownloads,report files,temp,reserved reports,updates

(Don't create catalog_public at this point)

Visually, it should look like this:

14. Create a browsable folder for catalog_public:

a. Deselect any selected folders and select the new folder (if it's not created, see above)
b. Click [Create] under the root (if [Create] is disabled look for more than one selected folder.
c. Type in 'catalog_public'. 
d. Select [ ]Anonymous Access 
d. Select [ ]Directory Browsing 
d. Deselect [ ]Set Application Root
e. Click [OK]

Old 13.  Expand the folder from the left-side menu.

Old 14. Select the following folders (you may have to increase the page size to see them all):

audio 
catalog
custom reports
db_bak
documents
home reports
qasperdownloads
report files
reserved reports
updates 

Old 15. Click [Permissions]:

a. Deselect [ ]Inherit
b. Deselect [ ]Read to prevent the folders from being read.
c. Select [ ]Write
d. Select [ ]Reset all children to inherit
e. Review your selections and ensure the folders are the ones listed above.
f. Click [OK]

Old 16. Select [Content] > IIS Management.

a. Deselect any selected folders and select the new folder (if it's not created, see above)
b. Click [Create] (if [Create] is disabled look for more than one selected folder.
c. Type in 'catalog_public'. 
d. Select [ ]Anonymous Access 
d. Select [ ]Directory Browsing 
d. Deselect [ ]Set Application Root
e. Click [OK]

Although 'Pending Setup' displays, you don't need to wait. Later you can test to ensure that folder is accessible through a browser.

TEST THE ACCOUNT
================

From a browser, enter the URL of the site and the subfolder name, with 'start.aspx', like this:

www.Qasper.com/qasperorganizer/start.aspx

Be patient, it can take a couple of minutes for everything to compile. 

If Qasper doesn't display, try using the dotted IP address path, like this (get the Server IP Address from the Home page in the Hosting Control Center):

http://99.88.777.444/qasperorganizer/start.aspx

 

SUBDOMAINS
==========

1. Subdomains will not work as long as the root has a web.config file.

2. Each subdomain must be set up in IIS as a directory (I guess it's a virtual directory like IIS in Windows).

a. Select [ ]Anonymous Access.

b. Likely unselect Directory Browsing (depends on security requirements)

c. Select [ ]Set Application Root.

3. A slight bug: if you enter a subdomain.domain/xxxx.aspx in Qasper, it will eventually become:

subdomain.domain/subdomainfoldername/xxxx.aspx

So for now, tell customers to use the root/folder format as in:

domain/subdomainfoldername/xxxx.aspx

EMAIL SETUP
===========

Setting up in GoDaddy.com

Launch the specific web site and select [Your Email].

Select Manage account and set up an email. Size it at 10.

These are examples. Contact GoDaddy Tech Support or check your GoDaddy Control Panel for the path information that applies to your account

This information is entered in Section 2 - Property settings in Administration under the [Settings] tab:

EMailPath: relay-hosting.secureserver.net

EMailPort: 25

EMailUserName: john.jones@thisdomain.com (example-it must match an email you have set up in GoDaddy)

EMailPassword: mypassword (example)

Use any email account set up in GoDaddy as the EMailUserName and EMailPassword. For multi-tenancy accounts, maybe set up an email account for each one.

 

MOVE ACCOUNTS
=============

1. Copy the following folders from WebHost4Life to your desktop PC.

audio

catalog

catalog_public

custom reports

datavoice/documents

documents

home reports

report files

reserved reports

templates

Careful here:

updates, but only the .xml files

updates/qsystemupdates > don't copy any of these. Instead, create a text file with the names of the last couple of .zip files. Also include any that are currently in the QasperRegistry folder.

2. Go to the new account, select everything from your desktop computer and copy the folders and files over.

RESTRICT DIRECTORIES
==================

Directories can have restricted access applied by setting the folder in File Manager as Read and Write, then creating a virtual directory with the same name in IIS and removing the Anonymous Access, Directory Browsing and Application selections.

 

Addendum: GoDaddy.com step-by-step:

1. Create the database as in V. above
2. Run corporatesetup.exe on your local computer.
3. Go to the files typically located at C:\Users\Public\Program Files\Dalco\Qasper\Qasper Corporate\Qasper Organizer
4. Select all files and folders and zip them into a zip file, preferably named Qasper Organizer.zip
5. Log into your GoDaddy.com account.
6. Select the button [Your Files] or the tab [Content] > File Manager to open the File Manager.
7. Under the root folder, create a folder named qasperorganizer
8. Select that folder
9. In the toolbar, select [Upload] and upload the zipped version of the corporate files from 3. above.
10. Locate the zipped file in the file list and select the checkbox beside the zipped file.
11. In the toolbar, select [Unarchive]
12. Select the destination /qasperorganizer/ (the name of the folder created in 7. above) and click [OK] to unzipped.
13. You will end up with about 7 pages if your Page Size is 25.
14. Set security rights as in IV. 3. above
15. Set browsing/password rights as in IV. 4. above. 
16. Back in File Manager, locate the file orginfo.config and from the toolbar, select [Edit].
17. Modify the configuration to the correct settings - get the connection information from Godaddy. Below, the server setting, qasperorganizer.db.1234567.hostedresource.com, and other information, including password, are examples only.

<dbConnectionType>MSSQL</dbConnectionType> 
<dbConnectionMethod>DRIVER</dbConnectionMethod>
<dbConnectionString>Driver={SQL Server};Server=QasperOrganizer.db.1234567.hostedresource.com;Database=qasperorganizer;Uid=qasperorganizer;Pwd=dbpasswordhere;</dbConnectionString>

     and save the file by clicking the save icon.
18. Try logging in directly using: http://www.yourdomainname/qasperorganizer/start.aspx (where yourdomainname is the name of your domain)
19. Clear any errors and/or recheck your steps and try again.

Optional - create and use a subdomain name:

20. Select the tab [Settings] > Domain Management.
21. Beside the main domain name, click the add link to open the Add Subdomain(s) workspace.
22. Enter a subdomain name. We suggest qasper.
23. Click [OK] to finish the subdomain creation.
24. You may have to wait several hours for the subdomain to be propogated over the internet.
25. After the subdomain is established, try logging in using the subdomain name, like this: http://subdomainname.yourdomainname/start.aspx.