Configuring Triaster Server 11 and later on Windows Server 2008

This article is suitable for an IT Adminstrator
Ref: 201205021329 AW
Last Edited: September 19th, 2012
Applies to: Triaster Server 11.2 and onwards, and Windows Server 2008

Introduction

This document aims to provide an IT engineer with the knowledge required to configure the Triaster Server. If clarification is needed regarding any of these procedures, please contact support@triaster.co.uk.

Server Configurations

Triaster Server Configuration Utility

Most of the configurations associated with the Triaster Server itself can be made through the Triaster Server Configuration Utility.
  1. Run PubServerConfig.exe, found in 'Triaster\TriasterServer2011\Services'.
  2. Configure the Triaster Server publication settings, as described here.

Additional Publication Server Role Configurations

Configuring Visio 2010 HTML export

This is only relevant if the server is running Visio 2010. Visio 2010’s default export graphic format is XAML, whereas the Triaster Server should be configured to export its graphics in VML format.
  1. Click Start > All Programs > Microsoft Office > Microsoft Visio 2010.
  2. Open a new document of any type.
  3. Click File > Save As.
  4. Change the Save as type to 'Web Page'.
  5. Click Publish.
  6. On the Advanced tab change the output format to VML (Vector Markup Language).
  7. Click OK.
  8. Delete the web page just created.

Visio Scripts

Visio automation errors may result in dead Visio.exe processes which could interfere with subsequent automation. Scripts can be implemented to end such dead processes.

Implementing KillVisio.cmd

KillVisio is a script that checks for and ends dead Visio.exe processes that would interfere with Visio automation. Please click here for details.

Implementing KillVisioTasks.cmd

KillVisioTasks is intended to be called immediately after an automated session of Process Navigator to end any Visio.exe process running as the publication user. Such processes would be expected to have been closed automatically, but have been known to remain, perhaps as a result of automation errors.
  1. Create a new text file in 'Triaster\TriasterServer2011\PublicationFiles', and rename it to 'KillVisioTasks.cmd', confirming any prompts regarding changing the file extension.
  2. Open 'KillVisioTasks.cmd' in Notepad.
    Right-click 'KillVisioTasks.cmd' > Edit
  3. Create the following lines:

    REM End any Visio.exe process run by the publication user
    taskkill /fi "username eq TriasterPublisher" /fi "imagename eq visio.exe" /f


    substituting your publication user name for 'TriasterPublisher'. Note that a domain or computer name prefix isn't required.
  4. Save the file.
This file is called from the Publish Map CMD file, so there is no more that needs to be done.

Improving the Reliability of Visio Automation

The reliability of Visio automation in publications running on Windows Server 2008 (and indeed Windows 7) can be improved markedly by some simple configurations. For details, please click here.

Additional Web Server Role Configurations

Configurations in IIS

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

Procedure
Applications are 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.NET 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> (<User>)'.
    2. Right-click 'Application Pools' > 'Add Application Pool...'.
    3. Name the pool, e.g TriasterAppPool.
    4. Use default settings, but ensure that '.NET Framework version' is set to v2.0.
    5. Click OK to close the 'Add Application Pool' dialog.
  3. Set application pool.
    For each application - 'ProcessLibraries 2011' and 'Triaster Browser Toolkit 2011':
    1. In IIS Manager, expand 'Sites' > 'Default Web Site'.
    2. Click on the chosen application.
    3. In the right-hand pane, under 'Actions', click 'Basic Settings...'.
    4. In the 'Edit Application' dialog, click 'Select...'.
    5. Select the application pool just created.
    6. Click OK to close the 'Select Application Pool' dialog.
    7. Click OK to close the 'Edit Application' dialog.
Validation
  1. Open a site in Internet Explorer, e.g.
    http://localhost/ProcessLibraries%202011/Triaster%20Sample%20Library/Live
  2. In the navigation bar, click 'SEARCH'.
The page should open without error.

Configuring the ASP.NET 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 in Windows Server 2008 is 23hours.
  1. Open Internet Information Services (IIS) Manager.
    Start > Administrative Tools > Internet Information Services (IIS) Manager
  2. In the left-hand pane, expand '<Computer Name> (<User>)' > 'Sites' > 'Default Web Site'.
  3. Click 'Triaster Browser Toolkit 2011'.
  4. In the middle pane, double-click on the 'ASP' feature in the 'IIS' section of the 'Features' view.
  5. Under 'Services', expand 'Session Properties'.
  6. Set 'Time-out' to '23:00:00' (or other preferred value).
  7. In the right-hand pane, click 'Apply'.
Configuring the websites to use the custom Triaster 404 error page

A 404 error informs the user that a file requested has not been found. By configuring a custom response, a more meaningful message can be displayed that can direct the user to the Library Administration tool so that the site could be published.

Procedure
  1. Open Internet Information Services (IIS) Manager.
    Start > Administrative Tools > Internet Information Services (IIS) Manager
  2. In the left-hand pane, expand '<Computer Name> (<User>)' > 'Sites' > 'Default Web Site'.
  3. Click 'ProcessLibraries 2011'.
  4. In the middle pane, in the 'IIS' section of the 'Features' view, double-click 'Error Pages'.
  5. Double-click '404'.
  6. Select 'Execute a URL on this site'.
  7. Enter the URL '/ProcessLibraries 2011/wpli404.html' (without quotes).
    NOTE: 'wpli404.html' should be in the 'ProcessLibraries' folder (e.g. 'C:\Triaster\TriasterServer2011\ProcessLibraries\wpli404.html').
  8. Click OK.
  9. In the right-hand pane, under 'Action', click 'Add...'.
  10. Set 'Status Code' to '403.14' (without quotes).
  11. Set 'Response Action' to 'Execute a URL on this site'.
  12. Set 'URL (relative to site root)' to '/ProcessLibraries 2011/wpli404.html' (without quotes).
  13. Click OK to close the dialog.
Validation

Execute this URL in the address bar of Internet Explorer:
http://localhost/ProcessLibraries%202011/Triaster%20Sample%20Library/Live/html/nothing.html

The following should be displayed:

Page Not Found 
The requested page could not be found. It either doesn't exist, or if you recently uploaded the file, it may be that you require a site publish before you can access this page. 
Ensure you have the correct address and try again. Alternatively, a site publish can be performed by logging onto the Web Powered Library Interface's Publication Services tool and clicking on the Publish button.

Note:
The server itself may not be configured to display such custom errors. If the custom webpage isn't displayed when viewing the site in a browser running directly on the server, try the above test on a different PC, replacing 'localhost' with the server's alias or name.

Configuring IIS to accept the '+' character in URLs

By default, IIS in Windows Server 2008 is configured to reject URLs that contain a double escape sequence. This behaviour will break links to pages with URLs that contain characters such as '+'. This was more of an issue in Triaster Server 10, where there was typically a 'Library Search + Reports' menu page. This is no longer used in Triaster Server 11 and later, but this configuration may still be worthwhile to prevent problems with maps that may have a '+' in their file names.

Procedure

To enable the use of these characters in a URL:
  1. Click Start > All Programs > Accessories > right-click 'Command Prompt' > Run as administrator.
  2. At the Command Prompt, type:
     
    cd %windir%\system32\inetsrv
     
    and press ENTER.
  3. Type:
     
  4. appcmd set config /section:requestfiltering /allowdoubleescaping:true
     
    and press ENTER.
More information is available here.

Configuring the Launchpad Tool

Procedure

This configuration only needs to be made if Triaster Server has been installed to somewhere other than the default location, 'C:\Triaster'.
  1. Open Internet Information Services (IIS) Manager.
    Start > Administrative Tools > Internet Information Services (IIS) Manager
  2. In the left-hand pane, expand '<Computer Name> (<User>)' > 'Sites' > 'Default Web Site' > 'Triaster Browser Toolkit 2011'.
  3. Click 'Launchpad'.
  4. In the middle pane, in the 'ASP.NET' section, double-click on 'Application Settings'.
  5. In 'Application Settings', double-click 'ChartImageHandler'.
  6. Ensure the path to the Launchpad tool is correct.
    (The default is 'C:\Triaster\TriasterServer2011\BrowserToolkit\Launchpad'.)
  7. Click OK to close the dialogs.
Validation

Note that validation is only possible when a site has been published, because this feature requires a data file that wouldn't otherwise exist. However, this would be the procedure.
  1. Open a site in Internet Explorer, e.g.
    http://localhost/ProcessLibraries%202011/Triaster%20Sample%20Library/Live
  2. In the navigation bar, click 'IMPROVEMENT'.
  3. Click 'Improvement Launchpad'.
  4. Under 'Options', set 'Display Bottlenecks' and 'Display Opportunities' to TRUE, and click 'GO'.
The report, containing charts, should be displayed without error.

Configuring the Triaster Tools

Configuring the Administration Tool

Procedure

The Triaster Server's publication, clone and site admin tools are all password protected. These user names and passwords are unrelated to Windows users, although they could be matched with the user name and password of a user on a domain. For more information on using the Triaster Admin Tool Configuration Utility to set these passwords, please click here.

That utility can also set the Publication Queue directory reference, which by default would be: C:\Triaster\TriasterServer2011\Queue

Validation

Admin log-in:

For each site:
  1. Open the site in Internet Explorer:
    http://localhost/ProcessLibraries%202011/<Library>/<Site>
  2. In the navigation bar, click 'ADMINISTRATION'.
  3. Enter the user credentials and click 'LOGIN'.
The administration page should open, probably at the default Publication Tasks page.

Publication Queue location:
  1. Stop the 'Triaster Publication Server 2011' service to prevent publications from running.
    1. Start > Administrative Tools > Services.
    2. Right-click 'Triaster Publication Server 2011' > Stop.
  2. In Windows Explorer, open the Queue folder, typically:
    C:\Triaster\TriasterServer2011\Queue
  3. Open a site in Internet Explorer, e.g.
    http://localhost/ProcessLibraries%202011/Triaster%20Sample%20Library/Live
  4. In the navigation bar, click 'ADMINISTRATION'.
  5. Log in.
  6. Ensure the Publication Tasks page is in view (click 'Publication' if necessary).
  7. Click 'PUBLISH'.
  8. In Windows Explorer, check the Queue folder for a 'PubQueue.xml' file.
  9. Open 'PubQueue.xml' in Notepad.
  10. Check for lines such as these:
    <Stage>LIVE</Stage>
    <Library>TRIASTER SAMPLE LIBRARY</Library>
    where Stage and Library correspond to the site and library for which the publication was launched.
  11. Close and delete the 'PubQueue.xml' file.
  12. Ensure there are no files in the Queue folder.
  13. Restart the 'Triaster Publication Server 2011' service.
Configuring Library Explorer

The list of process libraries displayed in Library Explorer is defined in Libraries.xml.
  1. Open 'Libraries.xml' (found in '\Triaster\TriasterServer2011\ProcessLibraries') in Notepad.
  2. Replace references to 'localhost' with the name or alias of your server.
  3. Save and close the file.

Triaster Server Activation

The server would probably already have been activated if these configurations follow the installation. However, if the server needs to be re-activated, it can be from a webpage when this feature has been configured.

Setting Permissions

Ensure the user account that runs the WebActivation application (typically 'Network Service', but which should be checked in IIS Manager) has Modify permissions on the server licence file:
\Triaster\TriasterServer2011\Licence.xml

Activating
  1. Open a site in Internet Explorer, e.g.
    http://localhost/ProcessLibraries%202011/Triaster%20Sample%20Library/Live
  2. In the navigation bar, click 'ADMINISTRATION'.
  3. Log in.
  4. In the left-hand pane, click 'Activation'.
  5. On the 'Triaster Server Activation Status' page, under 'Renew Activation', click 'Launch Activation Webpage'.
  6. Follow the Triaster Activation Server instructions to obtain an activation key.
  7. Paste the activation key into the 'Enter new code here…' box, and click 'Apply Activation Code'.

Configuring the Document Search

Triaster Server 12 and later are intended to use a search system based on MTop Search Engine Composer, but can be configured to use the mechanism used by earlier versions that's based on Windows Search. Both systems should be set up so that either can be used.

Document Search (Windows Search)

Procedure

Click here to see how to configure the Document Search.

Validation

  1. Go to your process library Live site (e.g. http://localhost/processlibraries 2011/Triaster Sample Library/Live).
  2. Click 'Search' > 'Search Maps & Documents'.
  3. Under 'Search Documents', type text in to the search field.
  4. Click Go.
     
Do the expected results appear?

Document Search (MTop Search Engine)

Procedure and validation

The procedure and validation are described here.



  
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