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Inventory Pro

Inventory Pro - Installation Guide

Inventory Pro - Installation Guide

Prerequisites

To begin, Ensure that you have administrative rights on the server. And that you have the SQL Server instance installed and the credentials available. If you have any trouble during the Inventory Pro installation please contact CISS with the details of the problem(s) you are encountering.

  • Windows Server 2016 or newer
  • SQL Server Standard / Express 2017 or newer
  • SQL Server Management Studio ( Latest Version )
  • IIS Rewrite Module 2
  • Firefox or Chrome web browser
  • Inventory Pro Installation Media
  • Inventory Pro Database Media

Internet Explorer cannot be used for testing the applications, In the default server configuration, it will hide any error states and make it very difficult to debug any configuration errors.

Overview

Below is the overall process to set up Inventory Pro.

  1. Prerequisites
    1. Install SQL Management Studio
    2. Install SQL Server
      1. Document Instance Name, Ports, User, Password
      2. Configure for local access, using SQL Login
      3. Configure default directories for backup, data, logs
    3. Install Chrome or Firefox for testing
  2. Inventory Pro Install
    1. Load Database into SQL Server
    2. Configure Database
      1. Setup Account / Password
    3. Run Inventory Pro Desktop Installer
      1. The installer will configure IIS and required features
    4. Run IIS Rewrite Installer ( in future releases this will be automated )
    5. Configure Inventory Pro Desktop
      1. Database Connection
      2. Authentication Options
      3. Default Directories
      4. SSL Config
    6. Run Inventory Pro Mobile Installer
    7. Configure Inventory Pro Mobile
      1. Database Connection
      2. Default Directories
      3. SSL Config
    8. Configure IIS
      1. Setup URL Bindings
      2. Setup SSL Certificate
  3. Other Steps ( CISS can provide various suggestions and tools to assist your IT )
    1. Configure Active Directory or SSO
    2. Configure Backups ( Database / Files )
    3. Configure Maintenance Operations
    4. Configure Scheduled Tasks / Alerts

SQL Server

This is a quick start guide, If your IT or DBA would like to leverage active directory or other credential schemes those can be used as well. We will start after the SQL Server has been installed and can be logged into.

  1. Extract the Database from the .zip file provided.
  2. Open SQL Management Studio and Login.
  3. Open the Security area, Right Click Logins, Select New Login.
  4. Create a new login for “ciss-ipol” with a password of your choice. Do not enforce password rules.
  5. Back at the main window, Right Click Databases, Select Restore Database.
  6. Restore the provided database.bak file as live_clientName2015 ( ex. “live_cissltd2015” ).
    1. If installing on a Demo, QA, or Dev instance use the appropriate prefix.
    2. CISS Can advise / provide assistance if you would like to setup a regular reset of data on a test instance.
  7. Once the database is restored, Right click on the database and select New Query.
  8. Run the following command to link the logins properly.
    EXEC sp_change_users_login ‘Auto_Fix’, ‘ciss-ipol’
  9. Back at the main window, Right click the Server Instance Name, Select Properties.
  10. Open the Security Tab, Enable Mixed SQL Server and Windows Authentication Mode, Click OK.
  11. Restart SQL Server Instance.

Desktop Application

Installation

The installation package for Inventory Pro will automatically configure IIS and required modules, You may need to restart post-installation to complete the setup of these windows features. The installation is conducted based on the install.xml file stored in the installation media folder or at C:\InventoryPro\install.xml specifying location, application name, host URL and more. The installer also supports two instances, a primary and a secondary/demo instance on the same server, this can be configured using the install.xml file.

  1. Extract the Install Package from the .zip file provided.
  2. Open the folder you've extracted to, Double click the run.bat file in that folder.
  3. The install program should now be open and presenting a variety of options.
        1. Install / Upgrade - This option will configure Windows Features, IIS, and SQL Tools. Then install Inventory Pro and validate.
        2. Partial Install / Upgrade - This option will simply install Inventory Pro and validate.
        3. Validate Installation - This option will check various settings / options to confirm the configuration is valid.
        4. Enable IIS Settings - This will configure IIS appropriately for Inventory Pro.
        5. Enable IIS Settings (SSO / Smart Card) - This will enable SSO / Smart Card options for Inventory Pro.
        6. Enable Windows Features - This will enable all required Windows Features.
        7. Install SQL Tools - This will download and install the latest MSOLEDBSQL Driver for Inventory Pro.
        8. Change Inventory Pro Configuration - This is an interactive menu to change certain install options.
        9. Uninstall Inventory Pro - This will attempt to remove the Inventory Pro application.
  4. For an initial install, Select Option 1. The installer will run for roughly 10 minutes and may ask for input at times.
  5. When the installer completes the last few options will be validation steps, Check for any errors or configuration problems. If you need any assistance please contact CISS.
Do not move the application folder after it has been installed. 
If you have installed to the wrong directory please uninstall first,
then configure your install.xml file appropriately.

At this time the application should be available at http://localhost/Inventory Pro in a web browser, but will require configuration to be able to login. Please see the quick start configuration area below to continue.

Configuration

Most of Inventory Pro's configuration from an IT perspective is done via the global.asa file in the root of the application folder. This file lists out a variety of url, security, email, and other settings.

Below you'll see the usual format of options,

Application("OptionName") = Value

Not all options may exist in your global.asa file, and may need to be added. Options can be added anywhere between Application.lock and Application.unlock.

Quick Start

These are the core options to start using Inventory Pro. To get started you'll want to connect the database to the application. Below is an example of a valid connection string, You'll want to update this with your Server Name, SQL Instance Name, Database Name, User Name, and Password. By default we use the ciss-ipol username but that can be changed.

Application("ConnectionString") = "Data Source=ServerName\SQLInstanceName; Initial Catalog=Databasename; User Id=UserName; Password=Password; OLE DB Services=-4"

Additionally you'll want to configure SSL and URL Bindings in IIS, We recommend using Let's Encrypt for SSL if your organization does not have and existing framework for certificates.

We also recommend reviewing the following options.

Option Description Type Example
Name Page Title Prefix, used in emails String “Inventory Pro”
hostUrl Default URL, used in emails String “ipol.cissltd.com”
RequireSSL Force SSL on all pages Boolean True
SpecialFolder Temp folder for Document Engine String “C:\InventoryPro\Inventory Pro\Framwork\Export”
customerUrl Custom Link String “lvitsupport.com”

Full Overview

Option Description
CompanyName Legacy Option, Do not change
ConnectionString
ConnectionTimeout
CommandTimeout
LoginTimeout
LoginAttempts
LoginFailedLock
LoginFailedLockThreshold
LoginFailedLockTime
SessionTimeout
PasswordMinLength
PasswordMaxAge
PasswordMaxAgeResetPeriod
PasswordAllowAdminReset
PasswordAllowSuperAdminReset
PasswordForceComplexity
PasswordMinComplexity
PasswordHashLogging
PasswordHashLogNum
PasswordForceReset
ActiveDirectoryLogon
ActiveDirectoryForce
SmartCardLogon
SmartCardForce
CACCardLogon
PAGE_SIZE
LIST_SIZE
currency_glyph
Stop
Test
SendEmail
TestEmail
mailFrom
mailServerIP
mailServerPort
mailSSL
mailServerUserName
mailServerPassword

Custom Banner

If you would like to add a custom banner to the login screen ( terms of use, agreements, helpdesk information ) you can do so by adding an html file with your text in the framework folder.

CustomBanner.html

This file can use standard html tags for basic styling or css for advanced styling.

Mobile Application

Installation

The installation package for Mobile will automatically configure IIS and required modules, You may need to restart post installation to complete setup of these windows features. The installation is conducted based on the install.xml file stored in the installation media folder or at C:\InventoryPro\install.xml specifying location. The installer also supports two instances, a primary and a secondary / demo instance on the same server, this can be configured using the install.xml file.

This operation should only be done after a successful installation of Inventory Pro.
  1. Extract the Install Package from the .zip file provided.
  2. Open the folder you've extracted to, Double click the run.bat file in that folder.
  3. The install program should now be open and presenting a variety of options.
        1. Install / Upgrade - This option will configure Windows Features, IIS, and SQL Tools. Then install Mobile.
        2. Enable IIS Settings - This will configure IIS appropriately for Mobile.
        3. Enable Windows Features - This will enable all required Windows Features.
        4. Install SQL Tools - This will download and install the latest MSOLEDBSQL Driver for Mobile.
  4. Select Option 1. The installer will run for roughly 2 minutes and may ask for input at times.
  5. When the installer completes check for any errors or configuration problems. If you need any assistance please contact CISS.

At this time the application should be available at http://localhost/Inventory Pro/Mobile in a web browser, but will require configuration to be able to login. Please see the quick start configuration area below to continue.

Configuration

Most of Inventory Pro's configuration from an IT perspective is done via the global.asa file in the root of the application folder. This file lists out a variety of url, security, email, and other settings.

Below you'll see the usual format of options,

<add key="Option" value="Value" />

Not all options may exist in your global.asa file, and may need to be added. Options can be added anywhere between Application.lock and Application.unlock.

Quick Start

These are the core options to start using Mobile. To get started you'll want to connect the database to the application. Below is an example of a valid connection string, You'll want to update this with your Server Name, SQL Instance Name, Database Name, User Name, and Password. By default we use the ciss-ipol username but that can be changed.

<add name="dbConnectionString" connectionString="server=ServerName\SQLInstanceName;database=DatabaseName;connection timeout=30;uid=UserName;password=Password;pooling=true" providerName="System.Data.SqlClient" />

We also recommend reviewing the following options.

Option Description Type Example
RequireSSL Force SSL on all pages Boolean True
PageSize Number of Records to Show Integer 25
BarcodeReaders Types of Barcodes for Camera Scanning String code_128_reader

A full list of available barcode readers is below, You can use these in a comma delimited list.

  1. code_128_reader (default)
  2. upc_reader (default)
  3. ean_reader
  4. ean_8_reader
  5. code_39_reader
  6. code_39_vin_reader
  7. codabar_reader
  8. upc_e_reader
  9. i2of5_reader
  10. 2of5_reader
  11. code_93_reader
  12. code_32_reader

Full OverView

Option Description
logoutAfterScannerIssue boolean / for kiosk type usage
ItemSelectLimit integer 50 default
virtualDirectory path to framework folder
LogonTimeout
LogonAttempts
LogonFailedLock
LogonFailedLockThreshold
LogonFailedLockTime
PasswordMinLength
PasswordMaxAge
PasswordMaxAgeResetPeriod
PasswordAllowAdminReset
PasswordAllowSuperAdminReset
PasswordForceReset
PasswordConversion
PasswordHashLogging
PasswordHashLogNum
PasswordEnableLegacy
ActiveDirectoryLogon
ActiveDirectoryForce
SmartCardLogon
SmartCardForce
CACCardLogon
sendEmail
SmtpFrom
SmtpHost
SmtpUser
SmtpPass
SmtpPort
SmtpSSL