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Configuring the Publication Server

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Ref: 20110928 AW
Last edited: August 14th, 2013
 

Introduction

When installing a Triaster Suite there are a few things that are required before using the Publication Server. These steps are as follows.

Configuring the Publication Server

Setting up the Config files and PublicationWrapper Using the PubServerConfig utility

This is a much easier method of configuring the Publication Server than manual configuration and would be recommended for all circumstances except for advanced troubleshooting.

The config files used by the publication wrapper are set to the C:\ drive by default. This utility allows changes to be made for your specific set-up.
 
Run PubServerConfig.exe, typically found in "C:\Program Files\Triaster\PublicationServer\PublicationWrapper".
 
NOTE: If installing on Windows Server 2008, then PubServerConfig.exe should be run as administrator (right-click PubServerConfig.exe > Run as administrator). This should ensure sufficient privileges to update the configuration files stored within 'Program Files'.

Tab 1 and 2 - Publication and Web Server Configuration

If you accepted all of the defaults when installing, there is no need to amend the Publication or Web Server configuration files, and you can proceed to 'Tab 3 - Publication Tasks Configuration'.
 
If you specified an alternative location (e.g. D:\Triaster\PublicationServer), perform the following tasks:
  1. On tab 1 - Publication Server Path
     
    1. Ensure the field 'Default Installation PubServer Path' is set to "C:\Program Files\Triaster\PublicationServer\".
       
    2. Insert your alternative folder location (as specified when installing, e.g. D:\Triaster\PublicationServer) in to the 'New PubServer Path' field.
       
    3. Click Apply.
       
  2. On tab 2 - Web Server Path
     
    1. Ensure the field 'Default Installation Web Server Path' is set to "C:\Triaster\ProcessLibraries".
       
    2. Insert your alternative folder location (as specified when installing, e.g. D:\Triaster\ProcessLibraries) in to the 'New Web Server Path' field.
       
    3. Click Apply.
       

Tab 3 - Publication Tasks Configuration

This configures which maps publish to which website, and the website URL to be used.
  1. Select 'ProcessLibrary-Live' from the drop-down list.

    1. Confirm 'Process Maps Path' is set to the appropriate folder, e.g. "c:\triaster\map store\processlibrary\live maps", but will depend on the installation path chosen.
       
    2. Confirm 'Menu Page Maps Path' is set to the appropriate folder, e.g. "c:\triaster\map store\processlibrary\menu pages\prelive + live", but will depend on the installation path chosen.
       
    3. Confirm 'Exported HTML Path' is set to to the appropriate folder, e.g. "c:\triaster\processlibraries\processlibrary\live\html", but will depend on the installation path chosen.
       
    4. Set the Fully Qualified Domain Name (FQDN) in the 'Website URL' field (this is often the machine name or domain alias e.g. http://triaster.domain.com/processlibraries/processlibrary/live/html).
       
  2. Select 'ProcessLibrary-PreLive' from the drop-down list.
     
    1. Confirm 'Process Maps Path' is set to the appropriate folder, e.g. "c:\triaster\map store\processlibrary\maps for preliver", but will depend on the installation path chosen.
       
    2. Confirm 'Menu Page Maps Path' is set to the appropriate folder, e.g. "c:\triaster\map store\processlibrary\menu pages\prelive + live", but will depend on the installation path chosen.
       
    3. Confirm 'Exported HTML Path' is set to to the appropriate folder, e.g. "c:\triaster\processlibraries\processlibrary\prelive\html", but will depend on the installation path chosen.
       
    4. Set the Fully Qualified Domain Name (FQDN) in the 'Website URL' field (this is often the machine name or domain alias e.g. http://triaster.domain.com/processlibraries/processlibrary/prelive/html).
       
  3. Select 'ProcessLibrary-Sandpit' from the drop-down list.
     
    1. Confirm 'Process Maps Path' is set to the appropriate folder, e.g. "C:\triaster\map store\processlibrary\Sandpit maps", but will depend on the installation path chosen.
       
    2. Confirm 'Menu Page Maps Path' is set to the appropriate folder, e.g. "C:\triaster\map store\processlibrary\menu pages\sandpit", but will depend on the installation path chosen.
       
    3. Confirm 'Exported HTML Path' is set to to the appropriate folder, e.g. "C:\triaster\processlibraries\processlibrary\sandpit\html", but will depend on the installation path chosen.
       
    4. Set the Fully Qualified Domain Name (FQDN) in the 'Website URL' field (this is often the machine name or domain alias e.g. http://triaster.domain.com/processlibraries/processlibrary/sandpit/html).
       
  4. Click Apply.
     
Note: if you are upgrading to 11.1 and require the Excel data round-trip functionality, there are 2 additional lines which need to be inserted into the publication tasks file. Further details can be found in the following 2 articles.
 
 
 

Tab 4 - Publication Wrapper Configuration

  1. Set 'Server' to an appropriate mail server (please note: the mail server will need to accept anonymous e-mails from the Publication Server).
     
  2. Set 'AE Command Line' to the path of the Analyst Edition executable (you may need to open Process Navigator prior to setting this field).
     
  3. Set 'Sender Email' to the address from which you wish the e-mails to appear to have been sent.
     
  4. Set 'Support Email' to the address to which you wish to copy in your publication notification e-mail if your library publication encounters an error. We'd recommend using the default - support@triaster.co.uk - as it gives us early notice of any problems.
     
  5. Set 'Clone Email' to the address to which you want to send cloning notification e-mails.
     
  6. Set 'Queue Folder' to the Queue directory. This is a path relative to the 'PublicationWrapper' folder, and the full path is typically "C:\Program Files\Triaster\PublicationServer\PubliactionWrapper\Queue".
     
  7. Set 'Event Log File Folder' to the Event Log File directory.
     
  8. Set 'Event Log File Days' to the duration you wish to keep event logs.
     
  9. Check or uncheck 'Send Email' according to whether you wish to have notification e-mails sent or not.
     
  10. Set the site publication notification e-mail recipients.
     
    1. Select 'ProcessLibrary-Live', and set the recipient email address.
        
    2. Select 'ProcessLibrary-Prelive', and set the recipient email address.
        
    3. Select 'ProcessLibrary-Sandpit', and set the recipient email address.
       
  11. Press OK.
     
  12. Press Yes.
     
  13. After making these changes, restart the Triaster services as instructed here.

Setting up the Config files and PublicationWrapper Manually

The following tables show the settings configured in the Publication Server files. These configurations should be made through the PubServerConfig tool, but can be set manually by directly editing the files if there are problems in using that tool.
 

Site Config Files Directory

File Setting Value
frameset.html "nav.html" location URL of the "nav.html" file in the "static html" process library directory
frameset.html "disclaimer.html" location URL of the "disclaimer.html" file in the "static html" process library directory
publication_tasks.xml First APPLYTRANSFORM tag Combine.xslt transform found in the Transforms folder of the Process Navigator installation directory
publication_tasks.xml APPLYTRANSFORM tags Config Files directory
publication_tasks.xml Website Publication SETMULTIMAPROOT tags Process map file store location
publication_tasks.xml Website Publication IMPORTFROMVISIO tags Process map file store location
publication_tasks.xml Website Publication GENERATEFROMEXCEL tags Process map file store location
publication_tasks.xml Menu Page Publication SETMULTIMAPROOT tag Menu page file store location
publication_tasks.xml EXPORTTOHTML tag ProcessLibraries exported HTML folders
publication_tasks.xml EXPORTTOXMLHIERARCHY tag ProcessLibraries exported XML folders
publication_tasks.xml EXPORTTOXMLCATALOGUE tag ProcessLibraries exported XML folders
publication_tasks.xml APPLYTRANSFORM tags ProcessLibraries exported XML folders
publication_tasks.xml SETINTRANET tag URL of the process library root
Settings.reg Task Definition File key publication_tasks.xml file within the site's "Config Files" directory
Settings.reg theme key frameset.html file within the site's "Config Files" directory
Settings.reg stylesheet key publish.css file within the site's "Config Files" directory
Settings.reg Properties XML File key Properties XML file location
Settings.reg Stencil File key Process Navigator stencil location
Settings.reg Template File key Process Navigator template location
WA Publish.cmd AnalystEdition.exe location AnalystEdition executable path
 
 

PublicationWrapper Directory

File Setting Value
config.xml Server tag Email server name\ip address
config.xml CloneEmail tag Clone e-mail notification address
config.xml EmailAddress tags Publication e-mail notification address
config.xml SendEmail tag Whether e-mails should be sent
config.xml PublishBatchFile tags The "WA publish.cmd" file location within the "Config Files" directory
config.xml ProgressLog tags The web site publication progress log file location within the "Config Files" directory
config.xml UserActionsRequiredLog tags The web site publication user action required log file location within the "Config Files" directory
config.xml MenuProgressLog tags The menu page publication progress log file location within the "Config Files" directory
config.xml MenuUserActionsRequiredLog tags The menu page publication user action required log file location within the "Config Files" directory

 

Installing, Starting and Restarting the 'PN Publication Wrapper' Service

Instructions for this procedure can be found here.


Activating the Publication Server

Windows Server 2003

Instructions for this procedure can be found here.

Windows Server 2008

Increased security in Windows Server 2008 requires the activation process to be run 'as administrator'. To do so command files need to be made to run the activation:
  1. Open Notepad 'as administrator'. 
    Start > All Programs > Accessories > right-click Notepad > Run as administrator.

  2. Type the following:
    "C:\Program Files\Triaster\PublicationServer\PublicationWrapper\ServerActivation.exe" /IMPROVEMENTWORKBENCHSERVER
    (specifying the correct path to 'ServerActivation.exe')

  3. Save the file as "C:\Program Files\Triaster\PublicationServer\PublicationWrapper\Activate Improvement WorkBench Server.cmd" (or specify the correct alternative path).

  4. With the file still open, edit it so the line reads:
    "C:\Program Files\Triaster\PublicationServer\PublicationWrapper\ServerActivation.exe" /PUBLICATIONSERVER

  5. Save the file as "C:\Program Files\Triaster\PublicationServer\PublicationWrapper\Activate Publication Server.cmd" (or specify the correct alternative path).

  6. Close the file.

  7. Follow the further instructions on how to activate the Publication Server that can be found here.

Setting up the scheduled tasks

Please click here to see an article on how to set up scheduled tasks.
 

Configuring Visio on Windows Server 2008

When automating Visio on Windows Server 2008, these configurations aid stability.

Configuring Visio to run as the Publication User


Scheduling a Kill Visio script

This is to ensure that dead Visio.exe processes are ended.
  1. Set up a Kill Visio task as described in this article.
     
  2. Set up a scheduled task using the instructions in this article to run the Kill Visio task once, then again every "1 minutes" for the duration of "Indefinitely".

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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