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Survey Module Requirements and Installation Instructions for a 2008 Server

Added 08/22/2012
Article ID:  KINet0053

Survey Module Requirements

The survey module requirements are as follows:

  • Dedicated Windows Server 2003 or 2008 with IIS, Pervasive, SMPT, and .Net Framework 3.5. If the IRM.Net is already installed, the survey module may be installed and configured on this computer. RDP does NOT recommend using the RDP data server due to possible security issues.
  •  Installation of IRM.Net programs by following the steps below. If the IRM.Net is already installed and configured, steps below have already been completed.
  • Static IP address. If the IRM.Net is installed and live, the survey module can use the same static IP.
  • Open port 80 on the firewall.
  • SSL is NOT required for the survey module, but is required for the IRM.Net.

Contact RDP Support

One of the major goals of RDP support is install product smoothly. The process is as follows:
  1. Create a Web Support Ticket and request the preferred update date/time.  RDP's Support Department will check the schedule to make sure we are completely available for you.
  2. RDP Support will confirm the installation date and time.  In some cases, the installation of the IRM.Net and survey module may also require an update to the RDPWin product.  If this is required, we will let you know.
  3. To start the installation, create a Web-X connection from your IRM.Net Server.  RDP Support will connect to this session, perform the IRM.Net and survey installation.
  4. RDP Support will notify you when the installation is complete.

Checklist for IRM.Net Installation

The following topics are covered in this document. The table below can be used as an installation checklist.

Item & Link Completed
Ensure the server meets with RDP's Hardware Requirements  
Verify the most recent RDP-DOS and RDPWin Updates are installed  
Verify Pervasive Client Version 10 is installed  
Verify .Net Framework 3.5 is installed  
Verify the IRM.Net Server is setup as a web server and all roles and features are installed  
Install IRM.Net  
Verify IRM.Net & RDPWinCentralSVC installed as virtual directories  
Change the Application Pool to RDPAppPool  
Configure the RDPAppPool  
Add the RDPIRM user  
Add the RDPIRM user to the RDPAppPool  
Configure the SMTP  
Test the IRM.Net installation  
Configuration surveys  
Open port 80 in firewall  
Configure RDPWin Monitor  
   

1. Verify the 2008 Server Configuration

The survey module is designed to exchange a great deal of information with the data server.  This communication cannot function reliably without the proper hardware installation of the survey computer and Data Server. 

  1. Login to the IRM/Survey server as the administrator.
  2. Verify the server meets with RDP's Hardware Requirements.
  3. Verify the most recent RDPDOS update is installed.
  4. Verify the most recent RDPWin update is installed.
  5. Verify the Pervasive Client Version 10 or higher is installed.
  6. Verify that .Net Framework 3.5 is installed by going to Control Panel -> Programs and Features. Verify .Net Framework 3.5 exists. Do not remove Microsoft .Net 1.1 if it exists.
    1. If .Net Framework is not installed, go to  the Control Panel -> select Administrative Tools.
    2. Select Server Manager.
    3. Right Click Features and select Add a Feature.
    4. Check the .Net Framework 3.5.1 Features box.
    5. Click Next and click Install.

2.  Verify the 2008 Server is a Web Server
and All Roles / Features are Installed

The 2008 server must be setup as a web server and IIS management Console and the SMTP must be installed.

Verify the Server is set up as a Web Server (IIS).

  1. Right-click on My Computer.
  2. Select Manage.
  3. Expand Roles.
  4. Verify web server (IIS) is installed.

If not add the Web Server (IIS)

  1. Right-click on Roles.
  2. Select Add Roles.
  3. Click Next.
  4. Check Web Server IIS.
  5. Install.
  6. Reboot the server.

Verify ASP.Net is Installed

  1. Right-click on Computer.
  2. Select Manage.
  3. Expand Roles.
  4. Highlight Web Server (IIS).
  5. Scroll down in the right pane.
  6. Under Role Services look for ASP.Net.
  7. Verify it is installed.

If not add ASP.Net

  1. Right-click on Computer.
  2. Select Manage.
  3. Expand Roles.
  4. Right click Web Server (IIS).
  5. Select Add Role Services.
  6. Check ASP.Net.
  7. Click Next.
  8. Click Install.

Verify that IIS 6 Management Compatibility is Installed

IIS 6 management compatibility is required for SMTP to work.

  1. Expand Roles.
  2. Highlight Web Server (IIS).
  3. Scroll to Role services in the right panel.
  4. Make sure IIS 6 Management Compatibility is installed.

If Not, Add the IIS 6 Management Compatibility Role Service

  1. Right-click on Computer.
  2. Select Manage.
  3. Expand Roles.
  4. Right-click Web Server.
  5. Select Add Role Services.
  6. Check IIS Management Compatibility.
  7. Click next, then install.

Verify SMTP is Installed
Skip to 'Install SMTP' if You Had to Install IIS 6

  1. Right-click Computer.
  2. Manage.
  3. Highlight Features.
  4. In the Features Summary Verify SMTP exists.

Install SMTP Server

  1. Right Click Computer.
  2. Manage.
  3. Right Click Features.
  4. Select Add Features.
  5. Check SMTP server.
  6. Click Add Required Features.
  7. Click Next then Install.
  8. Reboot the server.

3.  Download & Install the IRM.Net

  1. Create a folder called IRMSetup folder on the C drive of the IRM machine and download the IRM.Net executable to this folder.
  2. Install the IRM.Net according to these instructions Install the latest IRM.Net update.

Verify IRM.Net and RDPWinCentralSVC
are Installed as Virtual Directories

Verify the IRMNET and RDPWin Central Svc applications and Virtual Directories exist.  They will not exist if Install Shield rolls back the IRM.Net installation, You will need to created them manually and rerun the IRM.Net install file.

  1. Select Internet Information Services 7 (IIS7) from the Start -> Settings -> Control Panel - > Administrative Tools menu.
  2. Expand local computer name -> expand Sites -> expand Default Website.
  3. Verify RMNet and RDPWinCentralSvc folders exist and are virtual directories and applications as in the image below.

Manually Add the IRMNet and RDPWin CentralSVC Folders

If the IRMNet and RDPWinCentralSvc folders are not present or are not virtual directories, add them manually. Otherwise, move on to the next step.

  1. Select Internet Information Services 7 (IIS7) from the Start -> Settings -> Control Panel -> Administrative Tools menu.
  2. Right-click on Default Website and Select Add Application (If the IRMNet and/or RDPWinCentralSVC directories exist under Sites, right click the directories and select Convert to Application. Continue on to Step 5).
  3. Enter Alias as IRMNet,
  4. For the physical path, browse to "c:\inetpub\wwwroot\".
  5. Click Make New Folder,
  6. Add IRMNet Folder.
  7. Click Ok.
  8. Rerun the IRM.Net install.

Create the IRMNetPath.txt File

  1. Create the "IRMNetPath.txt" file.  From the Start menu, select Run.   Enter Notepad in the Open field, and click OK.
  2. Type in the UNC path to the data server and appropriate RDP directory - \\RDP2003a\RDPNT\RDP\RDP01.
    See Alternate Data Servers for information on how to use the IRM.Net with more than one data server.
  3. Save the file as IRMNetPath.txt in the following location:  "C:\Program Files x86\ResortDataProcessing\IRMNet\.  It may be necessary to create the IRMNet folder.

4.  Change the Application Pool to RDPAppPool

  1. Select Internet Information Services 7 (IIS7) from the Start -> Settings -> Control Panel -> Administrative Tools menu.
  2. Expand Default Web Site and click on IRMNet.
  3. Select Basic Settings from Actions in the right panel.
  4. Click the Select button and select RDPAppPool.
  5. Click on RDPWinCentralSvc.
  6. Select Basic Settings from Actions in the right panel.
  7. Select RDP AppPool and click the Select button.

Enable 32-Bit Applications

When running a 64-bit version of Server 2008, enable 32-bit applications. This step only needs to be completed if the 2008 server is 64-bit. if the 2008 server is 64-bit.

  1. Select Internet Information Services 7 (IIS7) from the Start -> Settings -> Control Panel -> Administrative Tools menu.
  2. Expand the computer name and highlight Application Pools.
  3. Right Click RDPAppPool from the list.
  4. Select Advanced Settings.
  5. Change the Enable 32-bit Applications to True.

5.  Add RDPIRM User

The RDPIRM user needs to be added to IRM server and data server.  The RDPIRM users needs to given full rights to the RDPNT folder on the data server

Add RDPIRM User to the IRM Server

  1. Start -> Settings -> Control Center -> Administrative Tools.
  2. Computer Management.
  3. Expand System Tools -> Local Users and Groups.
  4. Right click users and select New user.
  5. Enter user Name 'RDPIRM' and Password - '123456'.
  6. Uncheck User must change password at next logon.
  7. Check User cannot Change password and Password never expires.
  8. Click Create.

Add RDPIRM User to the RDP Server

  1. Login to the RDP server as administrator.
  2. Start -> Settings -> Control Center -> Administrative Tools.
  3. Computer Management.
    *Note: If the RDP server is a domain server, the RDPIRM User will need to be added through Active Directories.
  4. Expand System Tools -> Local Users and Groups.
  5. Right click users and select New user.
  6. Enter user Name 'RDPIRM' and Password - '123456'.
  7. Uncheck User must change password at next logon.
  8. Check User cannot Change password and Password never expires.
  9. Click Create.

Give RDPIRM User Full Rights to the RDPNT Folder

  1. Open Windows Explorer.
  2. Navigate to ..\rdpnt\ directory.
  3. Right click the RDPNT directory.
  4. Select properties.
  5. Select the Security Tab.
  6. Click Edit.
  7. Click Add.
  8. Enter RDPIRM and click Check names.
  9. Give the RDPIRM user full control.

Add RDPIRM User to the Application Pool

  1. Select Internet Information Services (IIS) 7 from the Start -> Settings -> Control Panel -> Administrative Tools menu.
  2. Expand the IRM Server Computer.
  3. Select Application Pools.
  4. Right Click RDPAppPool.
  5. Select Advanced Settings.
  6. Under the process Model section Select Identity.
  7. Change the Application Pool Identity to Custom Account.
  8. Click Set.
  9. Enter User name – RDPIRM.
  10. Enter the same password as used in computer management, typically 123456.
  11. Restart IIS

Give RDPIRM User Full Control of the ASP.Net Files Folder

  1. Use Windows Explorer to find "c:\windows\Microsoft.Net\Framework\v2.0.50727\Temporary ASP.Net Files" folder.
  2. Select properties
  3. Select the Security Tab
  4. Click Edit
  5. Click Add
  6. Enter RDPIRM and click Check names
  7. Give the RDPIRM user full control
  8. Restart IIS

6. Configure SMTP

For more detailed information on configuring IIS6 SMTP servers see http://support.resortdata.com/Customers/Knowledge/KB-Crystal/KC00003.htm

  1. Select Internet Information Services (IIS) 6 from the Start -> Settings -> Control Panel -> Administrative Tools menu.
  2. Expand the computer name and right-click the SMTP icon and select Properties.
  3. On the Access tab Click Connection.
  4. Select Only the list below.
  5. Click Add.
  6. Select Group of Computers.
  7. Add Subnet Address  i.e. 192.168.43.0 (user ipconfig from a command prompt to determine local ip address).
  8. Add Subnet Mask, i.e. 255.255.255.0
  9. On the Access tab Click Relay.
  10. Select Only the list below radio button.
  11. Click Add.
  12. Select Group of Computers.
  13. Add Subnet Address  i.e. 192.168.43.0
  14. Add Subnet Mask, i.e. 255.255.255.0
  15. Uncheck the box to "Allow all computers which successfully authenticate to relay, regardless of the list above" when in the relay section.
  16. Go to Administrator Tools/Server Manager/Configuration/Services and change SMTP to be Automatic.

Configure SMTP in IIS7

  1. Select Internet Information Services (IIS) 7 from the Start -> Settings -> Control Panel -> Administrative Tools menu.
  2. In IIS 7, highlight the server name.
  3. Double click SMTP e-mail in the middle panel.  SMTP email can only be seen if you are in Features View. If you are in Content View, right-click on the server name and select Switch to Features View.
  4. Check the box to use localhost.
  5. Reboot the IRM Server.

7. Test IRM.Net

In RDPWin, navigate to IRM.Net Configuration -> Misc tab and check the Demonstration Mode checkbox and uncheck "Use Secure Connection".
The checkbox for Demonstration Mode is used for testing customer files.  The Demonstration Mode bypasses credit card processing and the SSL certificate. The checkbox for Use Secure (SSL) Connection is used for testing an SSL certificate, and this checkbox is only available when Demonstration Mode is checked.

  1. Start Internet Explorer.
  2. Browse to the IRMNet test page localhost/irmnet/irmtest.aspx.
  3. The path to the data files should be filled in with the text from the irmpath.txt file.
  4. Run all tests and verify that they pass.

8.  Configure Surveys

For details on configuring the survey, see How to Add or Configure Surveys.

9. Open Port 80 in Firewall

Open port 80 on the firewall.

10. Configure RDPWin Monitor

Surveys can be sent out automatically upon check-in or check-out. This requires the configuration of the RDPWin Monitor.

  1. On the data server, access c:\Program Files\ResortDataProcessing\RDPWin folder.
  2. Use Notepad to create the file "MonitorPath.txt", if it does not already exist.
  3. Add a line with the local, non-mapped drive path to the rdp01 folder, for example: c:\rdpnt\rdp\rdp01.
  4. From RDPWin (System --> RDPWinMonitor --> Monitor Reservations), Stop RDPWin Monitor (if already running).
  5. From RDPWin, Start RDPWin Monitor. The first message in the RDPWin Monitor Log should display "RDPMonitor service started."
  6. Under Reporter --> Configuration --> Confirmation Settings tab, configure reservation confirmations (if not already done).
  7. Under Reporter --> Configuration --> Confirmation Associations tab, associate the New reservation type for with a confirmation to be used by RDPWin Monitor. Complete this for all desired Reservation Types.
  8. From System --> RDPWin Monitor --> Configuration, check the box for IRM and any other boxes that would apply.
  9. Configure the RDPWin Monitor service for Auto-Restart.


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