KB0000210 Server Install Checklist

This is a checklist to perform after a new installation. It is not an exhaustive test of the product, but verifies that all the main server features have been enabled.


# Item Done
1.1Have you planned a server pattern e.g. the default single server or a distributed pattern? (see KB0000150 Server Setup Patterns)
1.2Is IIS installed on the server?
1.3Is the .NET 3.5 framework installed?
1.4Is ASP.NET 2.0 enabled in IIS extensions?
1.5Is a SQL Server instance available, locally or remotely?
1.6Is the 'Windows Indexing Service' installed and running (used for searching)? Or 'Windows Search'? (For choices, please see KB0000010 Configuring Search)
1.7Do you have the settings for a valid SMTP server to use?


IIS Settings

# Item Done
2.1Does IIS contain the virtual directory 'piabws'?
2.2Is the 'piabws' Virtual Directory set to use ASP.NET 2.0?
2.3Is 'piabws' set as an IIS application?
2.4Is 'piabws' set to allow script execution?
2.5Is the Directory Security for 'piabws' set to Anonymous or Windows Authentication? (to match your intended authentication scheme, see KB0000110 Using Integrated Windows Authentication). N.B. We recommend you use Anonymous authentication first, then switch to Windows Authentication later because the clients and Enterprise Hub must be configured correctly or you will have trouble logging in.
2.6Are the permissions set to r/w for the 'piabws' application user on specific application folders? (see KB0000180 Server Folder Permissions)
2.7Are the IIS MIME Types correct to serve files such as Office 2010 files e.g. .docx, .xlsx and the PROJECT in a box Planner .spn files? (see KB0000350 IIS MIME Types)

Other Server Settings

# Item Done
3.1Have you chosen a search scheme (for options see KB0000010 Configuring Search)
3.2If using 'Windows Indexing Service' for searching, does the Windows Indexing Service contain a catalog called 'piabdoc'? (see KB0000270 Configuring the Indexing Service)
3.3If using 'Windows Search', is the PROJECT in a box 'doc' folder included in the search? (see KB0000260 Configuring Windows Search)
3.4Does your SQL Server instance now contain a database called 'piab'?
3.5Does the ASP.NET application user have DBO privileges on the 'piab' database?

PROJECT in a box Application Settings

# Item Done
4.1Have you applied a licence to the PIAB server? You should have been given the option to do this on install, otherwise you can get your licence from the 'PROJECT in a box Server' program, or by logging into your customer page on the main website.
4.2Have you set the SMTP settings for notifications and other email functions? (see KB0000030 Configure Email (SMTP) on the Server)
4.3Have you set up a Windows Scheduled Task for daily notifications? (see KB0000300 Configuration Notifications Using piabtriggerwatch)
4.4Do you want to use 'Integrated Windows Authentication'? (see KB0000110 Using Integrated Windows Authentication) We always recommed 'Integrated Windows Authentication' in a production environment.
4.5Have you set up clients for deployment via the Enterprise Hub? (see KB0000060 Client Deployment Overview)

Other Issues

# Item Done
5.1Have you worked out a backup scheme? (see KB0000025 Configuring Backup)
4_4/kb0000210.txt · Last modified: 2017/06/22 13:17 (external edit)