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Installing e-Business in an Existing CMS Environment

Choose these install instructions if you already have an existing CMS site, such as Sitefinity or Ektron CMS400.NET, and you want to install the Aptify user controls and configure the site to access the Aptify database. This option will not install any sample pages to the CMS.

Use this install method if you are installing e-Business for the first time to support a new implementation or have chosen to re-implement your existing site (overwriting any changes that have been made since the original install). See Updating an Existing e-Business Site if you want to upgrade your existing e-Business site. 

Important Note

Make sure to backup your existing APTIFY and CMS databases as well as the files associated with your existing CMS site before installing Aptify e-Business. 

 

  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 and CMS databases 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 installation ZIP file for the desired 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). 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.
       
  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.

    The database server must have the supported Aptify version installed prior to installing e-Business. The installer will check the database's version, and you will be unable to proceed with the installation unless Aptify meets this requirement. 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 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.

  11. Review the set of requirements to install e-Business. If your environment does not meet one or more of the specified requirements, click Cancel to abort the installation. Otherwise, click Next to continue.
  12. For e-Business 5.5.2 and up, 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
    • 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 Setup program: Bin and Bin\Bootfiles
      5. Restart the setup program and continue until the installer displays the IIS Installation Details screen.
         
  13. In the Specify Installation Details screen, select the CMS Site option.
  14. Select the Configure IIS and Update Web.config option.
  15. Specify the trusted user account that you want to use for the e-Business website in the e-Business User field.
  16. Enter the password for this user in the e-Business PWD and Confirm Password fields.
  17. Specify the URL for the site in the Website field. This field defaults to localhost.
  18. Specify the location where the e-Business website files should be installed on the Web server in the Website Location field.
    • You should enter the location where your the web site files for your CMS installation are installed.
       
  19. If integrating with a Sitefinity site, select the Install Sitefinity Controls option (but do not select the Include Sample Site Pages option since you are not installing the ICE Starter Site).

    Note Concerning Ektron Integrations

    See Installing e-Business with Ektron for more information about configuring Ektron integration with Aptify after you have installed e-Business to an Ektron site.

  20. Click Next.
  21. Review the Server Option screen and choose one of the following options:
    • To install only the sample site, do not select any options 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
      • Selecting 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 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 a backup drop directory.

        Only select the Install Sample Data 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.

  22. Click Next to continue.
  23. Click Finish to begin the e-Business installation.
  24. Click OK when prompted that the installation is complete.
  25. 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.

  26. 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: http://localhost/\[e-Business virtual directory name].
      • For example, if you named your site, "ebusiness", you would enter http://localhost/ebusiness.

    • If connecting from another computer on the network, then enter http://\[server name]/[e-Business virtual directory name] in the browser 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):

      %windir%\Microsoft.NET\Framework\v4.0.30319\aspnet_regiis.exe -i 

If you installed e‐Business to a Sitefinity site (that is not based on the ICE starter site), follow the instructions in the Adding Sitefinity Toolbox Entries.txt file to easily add the e‐Business User Controls to the Sitefinity toolbox. Adding Sitefinity Toolbox Entries.txt is located in the Additional Documentation folder of the e‐Business release packages.

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