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Mediachase Software
Instant Business Network
(IBN) Collaboration Server
Web Based Project Management and Collaboration Solution
IBN-CS WebPortal:
Server
Installation
Version 4.5
05.04.2007
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IBN 4.5 IBN Server Installation 2
Document history
Version Date of update Changes
V 1.0 05.04.2007
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Contents
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Introduction
IBN server installation will help you to install server version of Instant Business
Network 4.5.
We recommend you learning carefully all the units, paying attention to the notes regardingsoftware requirements, as you are going to install IBN 4.5.
Besides full installation description you can find here additional recommending and
advices for making the installation and working process easy and convenient.
You can use IBN Server in the trial mode for 45 days with some limits. The list of limits is
on our site. You will have to activate the license as soon as trial version expiration takes
place. You can get more details about it in one of the units below.
We recommend reading the whole document before you start Instant Business Networkinstallation. Pay attention to Chapter 6, if you have already worked with IBN 4.1 and
would like to convert to IBN 4.5 Read this chapter carefully to transfer the data into the
new portal with no loss.
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Chapter 1 System requirements
IBN Server software works onto Microsoft Windows and uses Microsoft SQL Server for
data storing.
1.1 Software requirements
This unit contains essential system requirements for successful IBN server installation.
Make sure your hardware and software satisfy the noticed requirements before you start
installation process. If your hardware and software do not satisfy the requirements outright
or partly, IBN will notify you during the installation process. This will however stop the
installation process.
1.1.1 Basic software requirements
Windows 2000 Server with Service Pack 3 or later version or Windows 2003 Server
Note: Windows 2003 is better speaking about safety and efficiency.
Note: if you wish to install IBN Server onto Windows XP, you will have to pay attention to
some restrictions, which appear in the working process; inobservance of which will turn totechnical problems:
Windows XP allows no more than 10 simultaneous connections to IIS web server;
Only one Web Site in IIS can be run. It is recommended to stop all the Web Sites
before IBN Client installation.
As IBN Client requires two connections (like every portal page), the amount of users whowork with the Server on WinXP is extremely small. So we recommend you using server
with Windows XP just for acquainting.
Two services included into both operating systems which must be installed are the
following:
Internet Information Services (IIS) must be installed on the current server;
SMTP Server must be installed for sending messages to your mail server.
1.1.2 Additional components
MDAC 2.7 or later version;
.NET Framework 1.1 Open Control panel Add or remove programs, you
will see the following - This comes with Windows 2003 Server.
Note: you can download these components as free from Microsoft sitehttp://www.microsoft.com
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1.1.3 SQL Server requirements for IBN Database
SQL Server 2000 SP3 or SQL Server 2005 working on local or available remote
server. Using free versions ofSQL Server (MSDE SP3 orSQL 2005 Express)is also possible;
Make sure, autentification mode SQL Server and Windows is installed on the SQL
Server.
SQL DMO (SQL Server Client Tools) on the SQL Server distributive.
Note: this component will be required by the wizard for converting database from IBN 4.1
to IBN 4.5. So it is necessary only in case you need data transfer to your new IBN 4.5portal from IBN 4.1.
Note: You can go to http://www.microsoft.com or use Windows Update to access thesecomponents.
Dont start IBN Server installation until you make sure your software do satisfy the
noticed requirements.
1.2 Hardware Sizing requirements
IBN server is a scalable platform; it can support both small amount of users and thousandsof users easily. Hardware requirements are noticed below.
For small workgroups and development teams (less than 50 users):
A Single Processor Pentium Server, with 256 Meg of RAM will be more than sufficient. If
you are going to use MS SQL server on the same box, then you should consider adding an
additional 256 Meg of RAM to bring the total 512 Meg. You should also have a disk drive
capable of storing an appropriate amount of data for your organization
For medium organizations and divisions (before 200 users):
A Dual Processor Pentium Server, with 512 Meg of RAM will be more than sufficient. If
you are going to use MS SQL server on the same box, than you should consider adding an
additional 512 Meg of RAM to bring the total 1 Gigabyte. You should also have a disk
drive capable of storing an appropriate amount of data for your organization.
For large companies and organizations (unlimited):
IBN is quiet flexible programme product. Using it, companies have to focus on advanced
scaling technologies and account industrial capacities, maintained by our server software.
Note: do not economize on memory and storage. Use as much available :this will have a
possible effect on the IBN running speed.
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Dont start IBN Server installation until you make sure your software and hardware
do satisfy the noticed requirements.
1.3 Networking and DNS
As far as IBN intended to organize large amount of users through the nets which maintain
TCP/IP protocol, the correct TCP/IP address is required. IBN provides using DNS name
with no dependence on which kind of net you work with (private or public access, which
allows connecting with IBN server). It is recommended to use a fully qualified DNS name,
but you can also simply use an IP address.
If you are unfamiliar with how to set up a DNS entry, you should contact your network
provider or operations team.
Chapter 2 IBN Server Installation
IBN Installation Wizard is extremely simple to use. It will take no more than 15 minutes to
install IBN and start working.
2.1 Installation package
You receive the installation package on the CD or download it from Mediachase site
www.mediachase.com.
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Both are exact duplicates of each other in terms of contents.
Unzip the ZIP file on the server on which you are going to install IBN Server.
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2.2 Running the IBN Server Installation Wizard
Simple using Install Shield Wizard of IBN will help you to install the IBN server quickly
and start working.
Note: Make sure, your software and hardware satisfy the noticed requirements, and you
know IP address or DNS.
Note: You have to belong to Administration group for IBN Server installation.
Step 1 Launching the Server Installer
Once the file copying has been completed, start working with InstallShield Wizard by
Setup.exe running.
Click Next in the displayed window.
Step 2 License agreement
There is a license agreement in the displayed window. Select I accept and click Next.
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Step 3 Customer information and serial number
Type username and your company title.
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Step 4 SQL Server Database Information
Then you have to enter name of SQL server on your network, username and password that
are authorized to create a new database on your SQL server. You can accept the default
database name of IBN41 (recommended) or change it to another one you wish. Once you
have done this click Next.
Step 5 Establishing IBN Service Login for SQL Server
This time you have to set the password which will be used by IBN server software in
connection with SQL service, particularly for working with database, which will be
created automatically in the installation process.
This password can be random generated (recommended) or entered manually.
Select Generate random password to create the password automatically, or Enter
password manually to enter it on your own. In the last case, you will have to confirm the
password you had entered.
If you install IBN 4.5 on the same SQL server as IBN 4.1 or IBN 4.0 already work with,
and if you want to save the working capacity of both systems, the password for connection
with SQL Server will be constant.
If you entered the password manually during IBN 4.1 (4.0, 3.5) installation, type the same
password while IBN 4.5 installation. If the password was random generated for IBN 4.1
(4.0, 3.5), look for its meaning gin the register:
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HKEY_LOCAL_MACHINE\SOFTWARE\Mediachase\Instant BusinessNetwork\4.1\Server\Install, IBN_SQL_PASSWORD
and enter while IBN 4.5 is being installed
After you have done all the actions, click Next.
Step 6 Selecting or creating the IBN web server
InstallShield Wizard of IBN can install the software for internet portal automatically on the
virtual web server created on running server, or create a new virtual web server in the IIS.
You will also have to point SMTP server, which will be used for mail.
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Select the required information and click Next.
Step 7 Company information, domain and language setting
This time you have to enter the information to be used for finalizing the configuration of
IBN server software. Fill all of the fields of the form. It is essential to make sure that you
had entered the correct DNS or IP of your IBN server.
Note: If you decided to use DNS name, make sure you have entered the fully qualified
domain name into the Server name field. You can enter IP address of server instead ofdomain name.
The entered name will be used later by users for access to IBN portal. They will enter the
server name in address bar:
For example, address can look as:
http :// mycompany .mydomain .ru
http :// server 1
http :// xxx .xxx .xxx .xxx
Pay attention that this name (or IP address) will be required later both for logging into the
IBN portal and for connection with IBN Client messaging system.
To connect to server, use the following type of login:
username @ mycompany .mydomain .ru
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username @ server 1
username @ xxx .xxx .xxx .xxx
Type the text to be displayed in the Title field.
Once you have finished, click Next.
Step 8 Selecting setup type
You will have to select setup type: custom or complete. Complete setup is used in most
cases.
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Note: It is highly recommended to use complete setup.
In case you select custom setup, you can change a folder where IBN Server will be
installed. To do this click Modify.
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You can look through the information about area size on your hard disks. To do this, click
Disk.
Step 9 Starting and monitoring the installation process
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This time you will see the screen with Install button.
Check if the information you noticed is correct and click Install.
As soon as you click this button, InstallShield wizard of IBN will start the installationprocess. It will take from between 2 to 10 minutes depending on the speed of your server
and networking.
During this time you will see the form similar to displayed on the left one, which will
include the variety of actions that are being performed.
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Note: The command window can appear on the screen in the installation process. This isnormal and you should let it go as it will be establishing certain setups with your
database.
If the process is completed successfully, you will see the window which signifies that the
installation is complete.
Chapter 3 Verifying IBN installation
3.1 Reviewing installed components
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Despite of the simple installation process, there are some essential facts, you should
understand.
Pay attention to the following items:
The working IBN databases were created on your SQL server; they form the basic
center of keeping information, which is used by IBN users. If you use the
Enterprise manager, you will see that they both start with the IBN letters.
A full IBN web portal was installed and ready to be run. You can customize several
portal settings if you wish.
Users have an opportunity of IBN Client download real-time client software
from the portal which includes Windows, MAC, UNIX and PDA. You can
download this software from Download the IBN Client portal page. The client
software of IBN connects to servers address based on the user login([email protected] [email protected], depending
on how you named your IBN server during installation.
The successful completion of all three stages means that IBN is installed and ready to be
used.
3.2 Performing a quick validation
To verify all the components have been setup correctly, open up a web browser and typein the fully qualified domain name that you have setup as described above and hit enter.
When you do this, you will see the page similar to the following.
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3.3 Using the default administrator account to login
For final verification, use the account information below to login to the IBN Portal.
The default IBN administrative account is as follows:
Login: admin
Password: ibn
Enter this information into the portal login area and click Login.
Note: It is recommended to change this password as soon as possible.
Once you have logged in, you will see the screen My work of the IBN portal.
3.5 Trial version restrictions
There are some minor functional restrictions while IBN trial version using.
If you install trial version on a local server:
Duration: 45 days
Quantity of users (maximum): 20
Quantity of external users: 10
Quantity of project groups: 2
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Chapter 4 Installing additional tools
4.1 Installing client tools: IBN Client, IBN Toolbox, IBN Screen
Capture
Before you start working with the system, install IBN Client Tools on your computer.
To install Client Tools go to Get IBN Tools page from the Home page and use IBN
Client Tools.
Click Download corresponding to the package English version.
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Once the installation process is complete, launch IBN Client using the shortcut Start All
programs - Mediachase Instant Business Network IBN 4.5 Client.
Default system user with administrators rights is created while portal installation process.
This account can be used both for logging into the portal and connecting IBN Client to the
server.
Type account name in the Name field (admin originally)+@+.
For example, [email protected].
Enter password corresponding the account in the Password field (ibn originally).
Name complication is provided for simultaneous connecting IBN Client to different
servers.
There are two more applications included into the Client Tools: IBN Tool Box for easier
working with IBN (especially if it is your first time of working with the system) andScreen Capture System which enables to take screenshots, make video and audio and send
them to IBN users. Before you start making video using Screen Capture, install Windows
Media Encoder 9 Series.
4.2 Installing MS Outlook Plug-in for Incidents
MS Outlook Plug-in for Incidents enables to manage Issues through the MS Outlook mail
client. You can download this application from Get IBN Tools IBN portal page.
Chapter 5 IBN Server license activation
5.1 Activating your server license from trial
If you have reached this place after doing all the noticed actions, you have installed IBN
Server successfully. Server has several restrictions in the trial version mode regarding
amount of users, duration period and others. The full list of the restrictions is on the
Mediachase site www.mediachase.com.
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IBN Server activation will provide an opportunity of additional user licenses and will take
off the restrictions on the time of product use. To activate, you will need a serial number.
The activation process is quite simple and quick. You can activate IBN Server through the
internet or sending e-mail to our company.
To activate the IBN Server any of these ways, you will have to use Mediachase productactivator.
5.2 License activation
Do the following actions to activate your license.
Step 1 Launch IBN Server activation tool
Click Start All programs - Mediachase - Instant Business Network - Activate IBN
Server as shown below.
Step 2 License type choosing
There are two license types you can activate.
Use current license This is for clients who have a licensed not-trial version of the IBN
server running who are upgrading to another version, or are adding additional user
licenses.
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Enter new product key This is for new customers who have just purchased IBN license
or have been given a serial number for activation.
Select the required item and enter serial number if you need, then click Next.
Step 3 Choosing of activation method
You can choose one of activation methods: secure automatic internet activation or by e-
mail. You can also stay in the demonstration mode.
Choose the required item and click Next.
Secure Internet Activation
If you choose the Secure Internet Activation, you will see the window similar to the
following one. To start the process of automatic activation, click Start.
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If you encounter a problem in the activation process, contact us by
[email protected] - and we will contact you immediately to provide assistance.
Activation by e-mail
If you have chosen the activation by e-mail, you will see the window similar the following
one. If your server is connected to Internet, click Send e-mail. The mail program withthe filled fields To and Subject will appear.
Note: If you do not have e-mail capabilities for this machine, you must copy the subject
text exactly and send the mail with the same subject to [email protected].
You will receive a response and a certificate with instructions to apply the license.
On this stage the installation and verifying process will be completed. Please, read the
IBN Administration Guide to prepare IBN quickly and correctly for effective work of
organization.
Chapter 6 IBN 4.1 - IBN 4.5 converting
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If you have worked with IBN 4.1 and decided to turn to working with new system version
- 4.5, use the following scheme for more comfortable convertation:
1. Install IBN 4.5 using new domain name.
2. Transfer the data from your IBN 4.1 portal using special proposal of IBN 4.1-4.2
Converter.
3. Make sure, all the data were transferred correctly.
4. If the converting process has been successfully completed, delete the old portal and
change the domain name of IBN 4.5 portal to the basic one.
6.1 Installation on the same server as IBN 4.1 is being runBefore you start new version installation, it is recommended to save all the reserve
copies of your IBN 4.1 system database.
To save the working capacity of both systems while IBN 4.1 Installation is being installed
on the same server as IBN 4.0 is being run, keep the SQL server connection password
with no changes.
You have to enter this password on the 5th stage of IBN Server installation using
InstallShield Wizard. To get more details, see 2.2 Running the IBN Server Installation
wizard.
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If you typed the password manually while IBN 4.1 was being installed, type the same
password while IBN 4.5 installation. If IBN 4.1 was created at a random, look for its
meaning in the register.
(HKEY_LOCAL_MACHINE\SOFTWARE\Mediachase\Instant Business
Network\4.1\Server\Install, IBN_SQL_PASSWORD string) and enter this while IBN 4.5installation.
6.2 IBN 4.1-4.5 Converter
If youve worked with IBN 4.1 and would like to convert it to IBN 4.5, you should transfer
working information from the old portal to the new one. To make this process possible
special IBN 4.1-4.5 Converter has been designed.
Step 1 IBN 4.1-4.5 Converter running
Go to:
:\Program Files\Mediachase\Instant Business Network\4.5\Server\Tools\
and run IbnConverterGui.exe.
Note: if you modified installation folder during the installation process, converter route
will not be the same.
Step 2 Convertation settings
Open Settings tab.
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Point SQL Server where IBN 4.1 is installed (you can select it from the list or type
manually).
Check the box Use Trusted Connection to use Windows authentification for connection
to SQL Serve or type user name and the password.
Select main database out which you will transfer the data (IBN Main DB). If you didnt
change main database name during IBN Server installation, it will have IBN41 name.
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This time you will have to pint the similar information for IBN 4.5. Use > button to copy
information for IBN 4.1 if you need.
Attention: you will have to select corresponding companies both for IBN 4.1 and for IBN
4.5. All the data related to IBN 4.1 will be deleted.
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If you want to convert Issues correctly, you have to assign an Issue box. You can assign the
one box for all the Issues being converted (One Issue box for all Issues) or special box for
every Issue manager. In the last case you have to point a manager (Manager field) for all
the Issues (with no manager) being converted.
Moreover, you have to select one of available calendars which will be assigned as a default
calendar for every Issue box.
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Step 3 Data transfer process
Verify carefully the information youve entered and click Convert. Open Log tab to
control the data converting process.
In case of a mistake the information regarding it will be displayed in the application
window.
If data convertation process is complete you will receive the corresponding message.
6.3 Data converting features
The process of convertation from IBN 4.1 to 4.5 has several features:
Files and comments related Issues are converted into Issue forum messages. File
versions are converted to separate messages.
As a result of Issue creating process modification, e-mail boxes provided for
external Issues (Incidents) are deactivated..
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6.4 Changing domain portal name
Once you have worked with IBN 4.5 and decided to continue using this version as a basic
system, you can change domain name of the new portal to the one you used during
working with IBN 4.1.
To do this, run from c:\Program Files\Mediachase\Instant Business
Network\4.5\Server\Tools\ the following command:
IbnServerSetup.exe /act:rename /from:OldName /to:NewName
where and are old and new domain names correspondingly.
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Chapter 6 Contacts and support
6.1 Technical support
If you have any difficulties with instillation and working with our products, contact us bysupport @ mediachase .com
6.2 Contacts
If you have any questions or proposals, connected with products and services Mediachase
supplies, contact us by
info@ mediachase .com
or phone:
PBX: +1 323-988-1071
Fax: +1 323-908-3960
mailto:[email protected]:[email protected]:[email protected]:[email protected]