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  1. Create a new domain account or identify an existing domain with a valid license account to use on the e-Business server.
  2. Add the designated domain account as a trusted user in Aptify, with the appropriate privileges.
    • Note that this user must be assigned a valid user license to successfully communicate with the database server.
    • You must link this account to an Employees record.
    • The specific permission set required for the e-Business user depends on the type of user activity that will be conducted on your website. For testing and development environments that use Aptify sample data, add the e-Business user to the Users group.
    • See Creating User Accounts.
       
  3. Using Microsoft SQL Server Management Studio, back up the APTIFY database before continuing.
  4. Log in to the Web server that will host the e-Business site with an account that is an administrator on that server.
    • If using Windows Integrated Security (i.e., using a trusted user based on Windows credentials) when installing the e-Business site, you must be logged in as a trusted user with system administrative privileges (in other words, your user needs to be in the computer's Administrators group). 
  5. Install the Aptify Windows Desktop client on the e-Business server. See Installing the Aptify Desktop Client.
     
  6. Download the APTIFY_552_eBiz_FULLSETUP installation ZIP file for your release to a folder on the computer and unzip its contents.
    • e-Business 5.5.3: APTIFY_553_eBiz_FULLSETUP.zip
    • e-Business 5.5.2: APTIFY_552_eBiz_FULLSETUP.zip
    • e-Business 5.5.1: APTIFY_551_eBiz_FULLSETUP.zip
    • e-Business 5.5: APTIFY_550_eBiz_FULLSETUP.zip
    • Run the installation program locally on the computer; do not run it over the network.
       

  7. Browse to the location of the installation files and right-click on the Setup application (look for the Setup file with the Aptify "A" icon). SelectSelect Run as Administrator to launch the installation program.
    • The Run as Administrator option bypasses the server's User Access Control (UAC) for the duration of the installation.
       
  8. When prompted, enter login information for the database server, specifying an account with system administrator privileges (such as sa).
    • If you are logging in as a trusted user based on Windows credentials, select Use Windows Integrated Security.
    • If you are logging in as an untrusted user using SQL server security, select Specify a User Name and Password
       
  9. Click OK to continue.
  10. Review the information on the Welcome screen and click Next to continue.

    Note

    The database server must have

    Aptify 5.5.1 or later

    the supported Aptify version installed prior to installing e-Business

    5

    .

    5.2.

    The installer will check the database's version, and you will be unable to proceed with the installation unless Aptify meets this requirement.

    These instructions assume you are installing on a system running Aptify 5.5.2 or later. If running on Aptify 5.5.1, contact Aptify Technical Support for additional instructions.

     

     

  11. Review the set of requirements to install e-Business. If your environment does not meet one or more of the specified requirements, clickCancel to abort the installation. Otherwise, click Next to continue.

Create a new domain account or identify an existing domain with a valid license account to use on the e-Business server.

  • This is the user account that the e-Business server will use to communicate with the Aptify database server.
  • See "e-Business Server User Account" on page 11 for more information.
  • For DMZ installations outside of your organization's domain, see "Installing e-Business in a DMZ Environment" on page 63.
  1. Add the designated domain account as a trusted user in Aptify, with the -appropriate -privileges.
  • Note that this user must be assigned a valid user license to successfully -communicate with the database server.
  • You must also link this account to an Employees record.
  • The specific permission set required for the e-Business user depends on the type of user activity that will be conducted on your website. For testing and development environments that use Aptify sample data, add the e-Business user to the Users group.
  • See the Aptify Administration Guide for information on creating new Users in Aptify.
  1. Using Microsoft SQL Server Management Studio, back up the APTIFY database before continuing.
  2. Log in to the Web server that will host the e-Business site with an account that is an administrator on that server.
  • If using Windows Integrated Security (i.e., using a trusted user based on Windows credentials) when installing the e-Business site, you must be currently logged in as a trusted user with system administrative privileges.
  1. Install the Aptify Windows Desktop client on the e-Business server.
  • See the Aptify Installation Guide for information on how to install the Desktop client.
  1. Download the APTIFY_552_eBiz_FULLSETUP installation ZIP file to a folder on the computer and unzip its contents.
  • Run the installation program locally on the computer; do not run it over the -network.
  1. Browse to the location of the installation files and right-click on the Setup application (look for the Setup file with the Aptify "A" icon). Select Run as Administrator to launch the installation program.
  • The Run as Administrator option bypasses the server's User Access Control (UAC) for the duration of the installation.
  1. When prompted, enter login information for the database server, specifying an account with system administrator privileges (such as sa).
  • If you are logging in as a trusted user based on Windows credentials, select Use Windows Integrated -Security.
  • If you are logging in as an untrusted user using SQL server security, select -Specify a User Name and Password.
  1. Click OK to continue.
  2. Review the information on the Welcome screen and click Next to continue.Note: The database server must have Aptify 5.5.1 or later installed prior to installing

     The following table identifies the supported version of Aptify for the e-Business releases:

    e-Business ReleaseRequires this Aptify Release
    e-Business 5.5.3Aptify 5.5.3
    e-Business 5.5.2Aptify 5.5.1 or Aptify 5.5.2
    e-Business 5.5.1Aptify 5.5.1
    e-Business 5.5Aptify 5.5


    If this installation is for an e-Business 5.5.2

    . The installer will check the database's version, and you will be unable to proceed with the installation unless Aptify meets this requirement. These

    environment, know that these instructions assume you are installing on a system running Aptify 5.5.2 or later. If you are running on Aptify 5.5.1, contact Aptify Technical Support for additional instructions.



  3. Review the set of requirements to install e-Business. If your environment does not meet one or more of the specified requirements, click click Cancel to  to abort the installation. - Otherwise, click click Next to  to continue.
    • See

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  1. The installer verifies that the objects in the setup program's Bin folder matches the objects in your Aptify system, which is one requirement to ensure a successful installation. If the installer detects that there is an object mismatch, it automatically synchronizes its Bin folder with the objects from your Aptify database. In that case, you will see a dialog that displays the progress of the synchronization process. When prompted, close the setup program and relaunch it to start over using the updated objects.
  • However, in some cases, objects may already be in use by the installer so they cannot be overwritten. If this occurs, you will see a message like the one shown below: e-Business Setup Validation Image Removed

Perform the following steps if the above dialog box displays:

    1. Review the contents of the dialog box and write down the name and version number of any files you need to update. Then, click OK and close all relevant dialog boxes and exist from the setup program.
    2. On a computer that hosts your Aptify Desktop client, navigate to the Program Files > Aptify 5.0 folder on the C: drive.
    3. Locate the files identified in the dialog box in C:\Program Files\Aptify 5.0 and confirm that the version number of the files in the Program Files folder matches what was displayed in the dialog.
    4. Copy these versions of the files from C:\Program Files\Aptify 5.0 to two folders in the Aptify e-Business 5.5.2 Setup program: Bin and Bin\Bootfiles.
    5. Restart the setup program and continue until the installer displays the IIS Installation Details screen.
  1. In the Specify Installation Details screen, select the CMS Site option.
  2. Select the Configure IIS and Update Web.config option.
  3. Specify the trusted user account that you want to use for the e-Business website in the e-Business User field.
  4. Enter the password for this user in the e-Business PWD and Confirm Password fields.
  5. Specify the URL for the site in the Website field. This field defaults to localhost.
  6. If you are installing e-Business 5.5 or 5.5.1, enter ebusiness (as created in Step 2 - Creating a New Sitefinity Site) as the VIrtual Directory to use for the e-Business website.
    • The default location of the e-Business website is automatically populated in the Website Location field based on the Virtual Directory field.
       
  7. Specify the location where the e-Business website files should be installed on the Web server in the Website Location field.
    • This is the location where you created the Sitefinity site

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  1. Check both Install Sitefinity Controls and Include Sample Site Pages.
  2. Verify the name of the Database Server.
    • The Database Server field is automatically populated after the previous step is performed.

  3. Enter the name of the database (created in "STEP 2: Create identified when setting up the Sitefinity site in Step 2 - Creating a New Sitefinity Site" on page 27) in the Database Name field.
  4. Verify/select a login method for the database administrative user to access the database:
    • The installation populates the login credentials based on the information you specified in the first step of the setup program. You should modify this as necessary. The Sitefinity Database Login should match the database user account you specified when setting up the Sitefinity project in

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...

    • .
    • If using Windows Integrated Security (i.e., using a trusted user based on Windows credentials) select the Integrated Security option. You must be currently logged in as a trusted user with system administrative privileges to the SQL Server.
      • If Integrated Security is selected, Aptify accepts the login credentials (for the user that is currently logged in to the Web Server) that have already been authenticated by the Windows Domain and a username and password does not have to be specified.
    • If not using integrated security, specify a user with the appropriate administrative privileges in the DB Admin User field as well as the password for the administrative user in the DB Admin PWD field.

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    • Installation DetailsImage Added
  1. Enter a location on the SQL Server to which your user account has read/write access in the UNC Path to a Drop Directory on the SQL Server field. (This is the Windows domain account you have used to log into the Web server.)
    • You must enter the location's path in the UNC (Universal Naming

...

    • Convention) format. This location should be a shared drive or folder on the server.
    • During installation, the installer copies a database backup file that contains the sample site pages to the location you specify on the server that hosts the Sitefinity database (See

...

...

    •  for details). Therefore, the account currently logged into the Web server must have read/write access to that location on the database server. The account that runs the SQL Server process on the database server also needs to have read access to backup drop directory.

  1. Click Next to continue.
  2. Review the Server Option screen and choose one of the following options:
    • To install only the sample site and Sitefinity controls, do not select any check boxes on this screen. This option is only applicable if you have previously installed the e-Business Server -Components on the Aptify database server.
    • To install the e-Business Server Components but not the sample data, select the Install Server Components option.
      • This option installs the e-Business entities on your database server.
      • While you can run the installer multiple times to create multiple e-Business sites that communicate with the same database server, you should only install the e-Business entities on your database server once.

    • If you want to install the e-Business server components and sample data, select the Install Server Components and Install Sample Data options and enter a location on the SQL Server to which your user account has read/write access. (This is the Windows domain account you have used to log into the Web server.)
      • You must enter the location's path in the UNC (Universal Naming

...

      • Convention) format. This location should be a shared drive or folder on the server.
      • During installation, the installer copies a database backup file that contains the sample data to the location you specify on the server. Therefore, the account currently logged into the Web server must have read/write access to that location on the database server. The account that runs the SQL Server process on the database server also needs to have read access to backup drop directory.

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      •  

        Note

        Only select

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      • the Install sample data

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      •  option if you installed the sample CRM data on the Aptify server during initial installation since there are dependencies between the e-Business sample data and the CRM sample data. Also, for best results when using sample data, you should run the e-Business installation

...

      • immediately after installing the Aptify server and the CRM sample data.

    • If installing the sample data, specify the URL for the e-Business sample site in the e-Business URL field. The system uses this URL within the sample Web Articles RSS Feeds record.

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    • Select Server OptionsImage Added
  1. Click Next to continue.
  2. Click Finish to begin the e-Business installation.
  3. Click OK when prompted that the installation is complete.
  4. Restart the IIS service.
    • Although technically not required, restarting the IIS service will ensure that all existing sessions connected to the Web server are terminated before the website is used.
    • You can restart the IIS service from either the Internet Information Service (IIS) Manager or from the Windows Services dialog.

  5. Connect to the sample site to confirm that it loads properly.
    • Open a Web browser window and enter the following address to connect to the sample site:

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    • http://localhost/ebusiness

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    • If connecting from another computer on the network,

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    • enter http://

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    • [server name]/ebusiness in the browser

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    • window.
    • If the site fails to load with a PageHandlerFactory-Integrated error, try repairing the server's .NET 4.0 installation or re-register ASP.NET with this command (update the .NET 4 version in this command to match the version on your server):

      No Format
      %windir%\Microsoft.NET\Framework\v4.0.30319\aspnet_regiis.exe

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    •  -i 


      e-Business Sample Site with Sitefinity ControlsImage Added

Note

If you are installing e-Business 5.5.2 and you plan to enable the e-Business/Sitefinity single sign-on feature, ensure that the Sitefinity user authentication is configured to use Forms Based authentication. For more information about configuring Sitefinity, refer to

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the Aptify e-Business 5.5

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Developer Guide.