RBCZ Shifts – Installation instructions

This document contains instructions, how to install, configure and later update parts of the application – ASP.NET Application and SSRS reports.

Prerequisites

TL;DR: .NET, IIS, MSSQL, SSRS.

OS – Windows Server

Windows Server 2008 R2 or newer with Web Server (IIS) Server Role with these Role Services:

• Web Server
  • Common HTTP Features
    • Static Content
    • Default Document
    • HTTP Errors
    • HTTP Redirection
  • Application Development
    • ASP.NET
    • .NET Extensibility
    • ISAPI Extensions
    • ISAPI Filters
  • Security
    • Basic Authentication
    • Windows Authentication
    • Request Filtering
• Management Tools
  • IIS Management Console

Web Server – IIS

IIS 7.5 or newer (see details above).

.NET Framework

Microsoft .NET Framework 4.5 installer or newer.

Database Server – SQL Server

SQL Server 2008 R2 or newer or Azure SQL Database.
Can be Express Edition.
Cannot be LocalDB.

Reporting – SQL Server Reporting Services (SSRS)

SSRS version 2008 R2 or newer is required.
Can be Express Edition.

Installation instructions for ASP.NET Application

1. Unzip archive of Publish build into application directory – for instance c:\inetpub\apps\rbcz-shifts\.
2. Run Run IIS Manager (inetmgr):
   1. Add new Site.
   2. Add (or create new) Application pool (e.g. rbcz_shifts) with .NET 4.0 and Integrated pipeline.
   3. Setup Binding for listening on "some.domain:80".
   4. Enable Anonymous and Basic Authentication.
3. Using SQL Server Management Studio (ssms):
   1. On SQL Server, create new Database (e.g. ShiftsDb).
      Recommended Collation is “Latin1_General_CI_AI”.
   2. On SQL Server, in the Security management create new Login – Windows authentication, with name equal to IIS APPPOOL\app_pool_name (eg. IIS APPPOOL\rbcz_shifts).
   3. Grant this User access (User Mapping) to newly created Database:
      • db_datareader
      • db_datawriter
      • db_ddladmin
4. Configure and Start the application (see below).

Configuration

Basic settings

Configuration using Web.config:

1. In configuration/connectionStrings section: connectionstring – connection string to SQL Server database.
   SQL Server User needs db_datareader, db_datawriter and db_ddladmin.

2. In configuration/applicationSettings/freevision.Rbcz.Shifts.Web.Properties.Settings section: ExportFilePath – set full path to XML file for exporting shifts for WFM.

Authorization

Authorization for accessing admin subfolder is done by utilizing IIS Authorization configured above.
Configuration is done via Web.config in configuration section, like this:

<configuration>
  <system.web>
    <authentication mode="Windows"/>
    <!-- Set this entry only when also access to agent preferences is restricted -->
    <authorization>
      <deny users="?"/>
    </authorization>
  </system.web>
  <location path="admin" >
    <system.web>
      <authorization>
        <allow roles="rbcz_admins"/>
        <deny users="*"/>
      </authorization>
    </system.web>
  </location>
</configuration>

Value in <allow roles="..."/> can be comma separated list of Windows Principals (Users or Groups).

Installation instructions for SSRS Reports

1. Open Report Server Web Portal (on e.g. http://ssrs-server/Reports).
2. Create new Data Source with Connection String pointing to our Application Database.
3. Deploy all *.rdl files into Report Server.
4. Configure each report to use newly created and configured Data Source.

Updating

Before updating, make sure that both, database and application files are backed-up.

Updates of the ASP.NET Application are made by replacing all contents of the application directory, exept web.config configuration file.
Since application uses Entity Framework with migartions, no manual changes in the Database are required.

Updates of the SSRS Reports are made by replacing all *.rdl files.