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Configuring Process Library Tools on the Triaster Server

 This article is suitable for an IT Adminstrator
Ref: 200912211110
Last Edited 28th September 2011

Introduction

This document aims to provide an IT engineer with the knowledge required to configure the Triaster Browser Toolkit.  It is assumed that your server meets the minimum system requirements for the Triaster Server as specified here.  Please contact Professional Services before performing any of the below tasks.
 

Activating the Browser Toolkit if Required

This may not be possible prior to making other configurations, so wait until prompted to do so, which will probably happen when performing one of the validation procedures.

Procedure

  1. Navigate to the process library website's Site Admin tool.
      
    In the site, Library Administration > Site Admin.
      
  2. Follow on screen instructions for activation.
     
Note: If there's no prompt to activate, then the Browser Toolkit will probably have been activated already. See below to confirm that.
 

Validation

Navigate to the process library website's Roles tool.

(In the site, Library Search & Reports > Roles.)

The report should run without prompting you to activate the Browser Toolkit.
 
 

Configuring the Browser Toolkit in Windows Server 2003

Configuring IIS to use ASP.NET 2.0 in a Triaster Application Pool

Procedure

Before using the Browser Toolkit, the website is configured through IIS (Internet Information Services) to use ASP.NET 2.0. A new application pool should be set up to run the Triaster ASP applications, to prevent conflicts with other server programs.
  1. Open Internet Information Services (IIS) Manager.
      
    Start > Administrative Tools > Internet Information Services (IIS) Manager.
       
  2. Create an application pool.
       
    1. In the left-hand pane, expand '<Computer Name> (local computer)'.
        
    2. Right-click Application Pools > New > Application Pool...
        
    3. Name the pool according to your application pool naming convention (Triaster use TriasterAppPool).
        
    4. Use default settings.
        
    5. Click OK to close the 'Add New Application Pool' dialog.
        
  3. Set ASP.NET version and application pool.
      
    1. In IIS Manager, expand Web Sites > Default Web Site.
        
    2. Right-click 'Triaster Browser Toolkit' > Properties.
        
    3. On the 'Virtual Directory' tab, in the 'Application settings' section, set 'Application pool' to the application pool that was created above.
        
    4. Click on the 'ASP.NET' tab.
        
    5. Set 'ASP.NET version' to 2.*.*.
        
    6. Click OK to close the properties dialog.
        

Validation

Go to your process library Live site (by default http://localhost/processlibraries/processlibrary/Live), navigating to the 'Library Search & Reports' menu > Roles.
 
Does the page display without error?
 

Configuring MIME settings to recognise the Silverlight Process Tree component

Procedure

The Process Tree and the Library Explorer Browser Toolkit features use a Silverlight control that requires a MIME reference to be created.  The MIME reference details are:
Extension: .xap
MIME type: application/x-silverlight-app
Create using the following steps:
  1. Open Internet Information Services (IIS) Manager.
     
    Start > Administrative Tools > Internet Information Services (IIS) Manager
      
  2. In the left-hand pane, expand '<Computer Name> (local computer)' > Web Sites > Default Web Site.
      
  3. Right-click 'Triaster Browser Toolkit' > Properties.
      
  4. In the properties dialog, click the 'HTTP Headers' tab.
      
  5. On the 'HTTP Headers' tab, click 'MIME Types...'.
      
  6. On the 'MIME Types' dialog, click 'New...'.
      
  7. On the 'MIME Type' dialog, set:
      
     Extension: .xap
     MIME type: application/x-silverlight-app
      
  8. Click OK to close the 'MIME Type' dialog.
      
  9. Click OK to close the 'MIME Types' dialog.
      
  10. Click OK to close the properties dialog.
      

Validation

  1. Go to your process library Live site (by default http://localhost/processlibraries/processlibrary/Live) navigating to 'Library Search & Reports' > Process Tree.
     
  2. If needed, install the Silverlight plug-in and refresh.
Does the page display without error?

Configuring the timeout period

Procedure

All ASP.NET 2.0 programs have a timeout period. This needs to be set to a value that will allow normal use, and avoid errors due to timeouts. The default setting that Triaster use is 1000 minutes.
 
To do this follow the following steps:
  1. Open Internet Information Services (IIS) Manager.
     
    Start > Administrative Tools > Internet Information Services (IIS) Manager
     
  2. In the left-hand pane, expand '<Computer Name> (local computer)' > Web Sites > Default Web Site.
     
  3. Right-click 'Triaster Browser Toolkit' > Properties.
     
  4. On the ASP.NET tab, click 'Edit Configuration...'.
     
  5. On the 'State Management' tab, set 'Session timeout (minutes)' to 1000 (or other preferred value).
     
  6. Click OK to close the 'ASP.NET Configuration Settings' dialog.
     
  7. Click OK to close the properties dialog.
     

Configuring the Document Search

Procedure

Click here to see how to configure the Document Search.

Validation

  1. Go to your process library Live site (by default http://localhost/processlibraries/processlibrary/Live), navigating to the 'Library Search & Reports' menu > Search.
     
  2. Type text in to the search field.
     
  3. Click Go.
     
Do the expected results appear?

Configuring the Browser Toolkit in Windows Server 2008

Configuring IIS to use ASP.NET 2.0 in a Triaster Application Pool

Procedure

Before using the Browser Toolkit, the website is configured through IIS (Internet Information Services) to use ASP.NET 2.0. A new application pool should be set up to run the Triaster ASP applications, to prevent conflicts with other server programs.
  1. Open Internet Information Services (IIS) Manager.
      
    Start > Administrative Tools > Internet Information Services (IIS) Manager.
     
  2. Create an Application pool.
     
    1. In the left-hand pane, expand '<Computer Name> (<Computer Name>\<User Name>)'.
       
    2. Right-click 'Application Pools' > 'Add Application Pool...'.
       
    3. Name the pool according to your application pool naming convention (Triaster use 'TriasterAppPool').
       
    4. Use default settings.
       
    5. Click OK to close the 'Add Application Pool' dialog.
       
  3. Set application pool.
     
    1. In IIS Manager, expand Sites > Default Web Site.
       
    2. Click on 'Triaster Browser Toolkit'.
       
    3. On the right-hand side of the window, in the Actions pane, click 'Basic Settings...'.
       
    4. In the 'Edit Application' dialog, click 'Select...'.
       
    5. Select your preferred application pool.
       
    6. Click OK to close the 'Select Application Pool' dialog.
       
    7. Click OK to close the 'Edit Application' dialog.
       

Validation

Go to your process library Live site (by default http://localhost/processlibraries/processlibrary/Live), navigating to the 'Library Search & Reports' menu > Roles.
 
Does the page display without error?
 

Configuring the timeout period

Procedure

All ASP.NET 2.0 programs have a timeout period.  This needs to be set to a value that will allow normal use, and avoid errors that occur due to timeouts. The default setting that Triaster use in Server 2008 is 23 hours.
 
To do this, follow the following steps:
  1. Open Internet Information Services (IIS) Manager.
      
    Start > Administrative Tools > Internet Information Services (IIS) Manager.
     
  2. In the left-hand pane, expand '<Computer Name> (<Computer Name>\<User Name>)' > Sites > Default Web Site.
     
  3. Select 'Triaster Browser Toolkit'.
     
  4. Double-click on the 'ASP' feature in the 'IIS' section of the Features view.
     
  5. Expand 'Session Properties'.
     
  6. In the Time-out field, enter 23:00:00 (or other preferred value).

Configuring the Document Search

Procedure

Click here to see how to configure the Document Search.
 
Note: There is a different method of installing Windows Search in Server 2008: please click here for more information.

Validation

  1. Go to your process library Live site (by default http://localhost/processlibraries/processlibrary/Live), navigating to the 'Library Search & Reports' menu > Search.
     
  2. Type text in to the search field.
     
  3. Click Go.
Do the expected results appear?

 

Troubleshooting further Browser Toolkit issues

404 error when navigating to the Browser Toolkit

Please click here for more information.

Need further help? Contact the Triaster Support team by e-mailing support@triaster.co.uk or by calling us on + 44 (0)870 402 1234.
 
 Do you have any feedback or suggestions that you would like to share with Triaster? We would love to hear from you! Please e-mail feedback@triaster.co.uk 
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