After you have installed the Aptify server, follow these general steps to configure the system:
- Launch the Aptify desktop application for the first time as the "sa" user.
- If you did not install the Aptify Windows desktop application on the server, you need to install this application on another computer first. See "Desktop Application Installation" on page 40 for instructions.
- If you installed the Aptify Windows Desktop application on a server running -Windows Server 2008, install the Microsoft DHTML Editing control to ensure compatibility for Aptify Messaging and HTML fields.
- The Aptify 5.0 Setup program copies the DHTML control's installation file (named DhtmlEd.msi) to a DHMTL Control sub-folder in the Aptify Program Files directory (typically, C:\Program Files\Aptify 5.0). This control is also available for download from Microsoft's Web site at the following location: {+}http://www.microsoft.com/downloads/details.aspx?fami+lyid=b769a4b8-48ed-41a1-8095-5a086d1937cb&displaylang=en.
- See "Connecting to an Aptify 5.0 Server" on page 43 for information on how to start using the Aptify Windows desktop application.
- Import the appropriate set of License keys that you received from Aptify using the License Import wizard. For example, if setting up a development environment, import the development keys.
- Note that the Aptify 5.0 keys are not the same keys as those that Aptify may have provided to your organization for version 4.x.
- There are multiple Server Types that correspond to different Aptify installation. Aptify issues licenses for each server type, including licenses for a test environment, licenses for a development environment, and licenses for production use. Only one license server type can be installed per server. In other words, you cannot install both production and test licenses to the same server instance.
- If you cannot find your license files, contact Aptify Customer Support for assistance.
- The License Import wizard can be launched from the Licenses service, which appears in the User Management and Aptify Framework Administration -applications by default.
- See "Aptify Licensing" on page 45 for more information on using licenses in Aptify.
- Create one or more user accounts, as needed.
- Assign the user one or more licenses as necessary within the User Administration wizard. Each user needs one Client Access license (EndUser, Administrator, or Developer). Also, to access the standard Aptify business applications, each user needs an license to the CRM module. See "Aptify Licensing" on page 45 for more information.
- Aptify recommends that you link these users to a Role-based Profile to provide an out-of-the-box starting point tailored to a particular type of user. Aptify 5.0 includes nine Role-based Profiles, which are listed below. See the Aptify 5.0 Orientation Guide for more information on these profiles.
- Accounting User: This profile is designed for members of an organization's Accounting department.
- Customer Support User: This profile is designed for members of an organization's Customer Service department.
- Executive User: This profile is designed for a member of an organization's executive leadership team.
- IT Developer/Database Administration User: This profile is designed for members of an organization's IT department who are responsible for database design, development, and administration.
- Meetings User: This profile is designed for members of an organization's Meetings and Event Planning department.
- Membership Director: This profile is designed for members of an organization's Membership department.
- Order Entry User: This profile is designed for members of an organization's Order Entry department.
- Sales Representative: This profile is designed for members of an organization's Sales department.
- Warehouse User: This profile is designed for members of an organization's Shipping and Receiving department.
- When creating a new user, select the profile you want to copy from the Copy an existing user's profile (optional) drop-down list in Step 4 of the User Administration wizard. See the Creating Users section in the "User and Group Administration" chapter of the Aptify Administration Guide for instructions on creating new user accounts. Copy User Profile
- Grant Security Key permissions to the user as needed so the user can access encrypted fields. For example, Aptify encrypts credit card numbers by default, so the user must have access to the key that encrypts credit card numbers to save orders or payments that use a credit card.
- By default, the system uses the Generic Entity Encryption Key to encrypt credit card numbers. In the baseline Aptify installation, the sa user and members of the Users, Accounting, and Administrators group have access to this key.
- See the Credit Card Number Encryption section in the "Order Entry -Administration" chapter of the Aptify Order Entry Guide for more information on credit card encryption.
- If you manually configured your server using a database backup rather than running the Aptify setup program, you may need to manually enable Common Language Runtime (CLR) on the SQL Server. If so, run this command to enable it:
- sp_configure 'clr enabled', 1GORECONFIGUREGONote: Aptify includes database objects that use Common Language Runtime (CLR). Therefore, during a server installation, the Aptify Setup program enables CLR on the SQL Server.
- If you installed the Aptify database server components on a Windows Server 2008 server, configure Windows Firewall to allow incoming SQL Server traffic if you have not already done so. See {+}http://msdn.microsoft.com/en-us/library/cc646023.aspx+ for details.Tip: Windows Server 2008's default Firewall settings block incoming SQL server traffic. You need to open the firewall to allow this traffic in order to communicate with the SQL server from an Aptify desktop application installed on another network computer.