Basic installation and configuration usually takes under an hour. In some cases, this time may be increased because of specific server or environment configurations (such as the use of proxies, firewalls, Active Directory policies, or too many users in the Active Directory).
Before installation, you need to take following steps:
Create or use a special user in the domain or on your server with IIS and DB.
Grant that user access to DeskAlerts database (you can make it db_owner for the database)
Open IIS configuration, select the web site where Desk Alerts server is installed, open Authentication properties for that web site.
Edit “Anonymous Authentication” settings and set it to the “Specific user”. Specify the user that you created in step #1.
To insert large files into alerts (such as Flash animations, pictures, or video), you should appropriately set the size limit for the attached files. See the Troubleshooting section for more information.
- Unzip the installation package into a folder on the server where you intend to host DeskAlerts.
- Double-click the file called ServerInstallation.exe. The setup window will appear.
- The installer will verify that your system meets the minimum requirements for running DeskAlerts and will display a confirmation window:
- If your system meets the minimum requirements, OK will appear beside each requirement, and the Next button at the bottom of the window will be active. If the system does not meet the minimum requirements, you will not be able to continue with the installation.Note: You can link to a remote copy of MS SQL to run DeskAlerts. If the screen shows that DeskAlerts cannot find MS SQL locally and you intend to use a remote copy, you can simply continue the installation.
- When you have made the appropriate selections and have clicked the Next button, the installer will unpack the installation files into a temporary folder. On the next screen, the installer will suggest a location for installing DeskAlerts and will ask you to provide the URL for that folder. Write this URL down and keep it in a safe place so that you can easily find the login screen for the DeskAlerts Control Panel when the installation process is complete.
- The suggestion is to accept the default installation location. Click Next when you are ready to proceed.Configure IIS after DeskAlerts folder was created on your server.Once IIS has been configured you have to set up the proper credentials for IIS anonymous user (AU).Please, go to IIS Manager and properly set up the correct authentication (user name and password) for AU.
- After clicking Next you will see the following screen to set up your Database:
- In the Host field, enter the IP address of the computer running an MS SQL Server. Accept the default user name “SA” (meaning “System Administrator”) in the Username field. Provide a password for the SA user.Note: Make sure the SA user has permission and db_owner rights on the MS SQL Server to create new databases.When “Use Windows Authentication” check-box is unchecked, these two IIS fields will be grayed out and installation scenario will be the same. If this check-box is checked a new installation scenario is going to have a place.Make sure that this user is registered as logon user at your MSSQL server and has rigts to create DB. If such logon user doesn’t exist or hasn’t enough permissions to create DB, the installation process will stop at this step.Note 1: If you have changed the SA password for your SQL server later, DeskAlerts may stop working. To change the SA password for DeskAlerts, you would need to change the authentication info for DeskAlerts, which can be achieved by re-running the installation.Note 2 After installation db_datareader and db_datawriter rights for the database will be enough to use DeskAlerts.Note 3: If you have received an error as shown on the picture below:
Just click “Ignore” to move forward.
Click Next when you are ready to proceed.
- The next screen gives you the option of installing the Active Directory (AD) add-on. If you choose this option, DeskAlerts will operate in AD Mode and will automatically retrieve your username from your AD-enabled domain whenever you log in.
- If you do not use this option, DeskAlerts will function in Registration Mode (RM) which is similar to AD mode, but is more suitable for sending notifications to Web-based users and customers outside the corporate network.
- You can also check the Do not install this add-on checkbox if you do not want to install the AD feature. When you are ready, click Next to proceed.
- You then have the option of installing the SMS (Short Message Service) add-on, which lets you send DeskAlerts as text messages to users’ cell phones.Default service provider is Clickatell (http://www.clickatel.com) but you can use your own custom gateway if available.
- If you use Clickatell SMS gateway the URL field cannot be edited. You will need to obtain your API ID, username, and password from Clickatell. Enter this information in the appropriate fields.If you want to use any other SMS gateway, you should check Use custom SMS gateway checkbox and specify URL for your provider.You can also check the Do not install this add-on checkbox if you do not intend to use SMS messaging. When you are ready, click Next to proceed.
- If your SMS gateway uses GET requests you should provide all parameters in “URL/GET” field.Please note that you should enter %mobilePhone% as a value of your mobile phone parameter and %smsText% as a value of your SMS text parameter.If your SMS gateway uses POST requests you should provide all parameters in “POST” field. Otherwise leave this field empty.
You should specify SMTP server that will be used for Email sending and it’s port. If your server uses SSL you should check “Use SSL” checkbox.
Also you can select authentication type:
- no authentication
For the last two types you should enter username and password that will be used during authentication process by Email add-on.
- DeskAlerts offers an Encryption add-on to provide message security. It is not available in Trial version.
- You can also check the “Do not install this add-on” checkbox if you do not intend to use encryption for DeskAlerts messages. When you are ready, click Next to proceed.
- A key feature of DeskAlerts is the ability to send surveys to users and to compile their responses. Surveys appear in the same popup window that alerts use, but they allow readers to respond. The survey feature will be installed automatically unless the “Do not install this add-on” checkbox is checked.
- Click Next.
- DeskAlerts offers extended statistics to track alerts, users and surveys results.
- You will get a separate installer page for every DeskAlerts module you’ve ordered. These pages contain the short description of a module’s functionality and allow you to disable the module if you’re not planning to use it yet.
- If you are satisfied with your configuration choices, click Install to start the installation process.
- When the installation is complete click Next, and you will see a confirmation screen. Click Close to complete the process:
- You can now log in to DeskAlerts.
After installation, please go to IIS Manager, choose your DeskAlerts url and right-click it:
After clicking Convert to Application you will be prompted to this window. Just click OK.