Requirements Definition
Click Studios
Passwordstate
High Availability Installation Instructions
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Click Studios
Passwordstate High Availability Installation Instructions
Table of Contents
1
SYSTEM REQUIREMENTS - GENERAL .......................................................................................... 3
2
SQL SERVER CONSIDERATIONS ................................................................................................... 4
3
CREATING AN APPROPRIATE DNS RECORD................................................................................ 5
4
INSTALLING PASSWORDSTATE ................................................................................................... 6
5
CONFIGURING PASSWORDSTATE FOR FIRST TIME USE............................................................. 9
6
PREPARE WEB.CONFIG FILE ...................................................................................................... 12
7
ENCRYPTING THE DATABASE CONNECTION STRING IN THE WEB.CONFIG FILE ..................... 13
8
CONFIGURING THE DISTRIBUTION DATABASE ........................................................................ 14
9
CREATING THE PUBLISHER ........................................................................................................ 19
10 CREATING THE SUBSCRIBER ...................................................................................................... 25
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Passwordstate High Availability Installation Instructions
1 System Requirements - General
The High Availability module of Passwordstate has the same system requirements as the primary install.
Please refer to the document ‘Installation_Instructions.pdf’ for details.
Note: When using the High Availability module of Passwordstate, your distribution and publication
databases must reside on SQL Server 2005, 2008 or 2012 – SQL Express can only act as a subscriber to SQL
Server replication.
Important: SQL Server must be configured for mixed-mode authentication, so the Passwordstate web site
can connect to SQL Server using an SQL Account
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Passwordstate High Availability Installation Instructions
2 SQL Server Considerations
For the High Availability instance of Passwordstate, there are a few things to consider relating to SQL
Server.
During the Installation of Passwordstate
Prior to installing Passwordstate, you must have an SQL Account with sufficient permissions to create the
database and tables (generally an SQL Server role of ‘sysadmin’ or ‘dbcreator’ e.g. sa account). You must
not specify a Windows Active Directory account in order to create the Passwordstate database.
SQL Server Replication Permissions
For SQL Server Replication, Microsoft recommends the use of an Active Directory domain account for
replicating data between source and destination databases. This domain account must be a member of
the db_owner fixed database role in the ‘Distribution’ and both ‘passwordstate5’ databases. It must also
have write permissions on the snapshot file share area. You can tell if the permissions are correct by
checking the folder where the snapshot data is stored to see if some replication data exists after you finish
creating the Publisher. Please speak to your Database Administrator for more information relating to SQL
Server Replication permissions.
SQL Server Port Considerations
If you are running SQL Server on a non-standard port number, you will need to append the port number to
the end of the Database Server Name during ‘5. Configuring Passwordstate for First Time Use’ in the
following way: ServerHostName,PortNumber i.e. sqlserver1,8484
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Passwordstate High Availability Installation Instructions
3 Creating an Appropriate DNS Record
During the installation of Passwordstate, there are two options for specifying the URL of the HA instance of
Passwordstate, and they are:
Option 1 – Use web server host name in URL
This option does not require you to create a DNS entry to use Passwordstate. You can simply type the
following URL format into your browser – http://MyServerName:PortNumber i.e. http://webserver:9119
Option 2 – Specify your own custom URL for Passwordstate
In order to have your own personalised URL for the Passwordstate web site, you will need to create a DNS
entry which points back to your web server’s host name.
As an example, if you want your URL to be http://passwordstate-ha, then you can create the required DNS
entry by following these instructions:
1. On your server hosting DNS, start ‘DNS Manager’
2. Right click on the appropriate domain, and select ‘New Alias (CNAME)’
3. As per the following screenshot, specify the name of your web server host name in the ‘Fully qualified
domain name (FQDN) for target host’ text box, then click on the ‘OK’ button
Once installed, you will be able to access Passwordstate by typing http://passwordstate-ha into your
browser.
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Passwordstate High Availability Installation Instructions
4 Installing Passwordstate
To install Passwordstate, run ‘Passwordstate.exe’ and follow these instructions:
1. At the ‘Passwordstate Installation Wizard’ screen, click on the ‘Next’ button
2. At the ‘License Agreement’ screen, tick the option ‘I accept the terms in the License Agreement’,
then click on the ‘Next’ button
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Passwordstate High Availability Installation Instructions
3. At the ‘Destination Folder’ screen, you can either accept the default path or change to a different
location, then click on the ‘Next’ button
4. At the ‘Specify Authentication Options for Passwordstate’ screen, select your preferred
authentication method, and then click on the ‘Next’ button
5. At the ‘Specify Web Site URL and Port Number’ screen, specify one of two options:
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Passwordstate High Availability Installation Instructions
a. Option 1 – this allows you to use a URL like http://MyServerName:9119 as the URL
b. Option 2 – this allows you to use a URL like http://passwordstate (ensure this URL is
different than your Primary Passwordstate Instance)
6. At the ‘Completing the InstallAware Wizard for Passwordstate’ screen, click on the ‘Next’ button
7. Once installed, click on the ‘Finish’ button
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Passwordstate Installation Instructions
5 Configuring Passwordstate for First Time Use
Introduction - Now that Passwordstate is installed, you can direct your browser to the DNS entry you specified in Section 3 - Creating an Appropriate DNS Record,
and follow the initial Setup Wizard – this wizard will guide you through a series of questions for configuring Passwordstate for use.
Click on the ‘High availability Instance’ option and you will be presented with the following screen.
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Passwordstate Installation Instructions
Database Settings – On this screen you will need to specify database settings for creating the Passwordstate database. Please use the onscreen instructions if you
have any issues connecting to the database.
Please Note: After the database is created, no tables will be populated with data as SQL Server replication will fulfil this function.
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Passwordstate Installation Instructions
Setup Complete – The installation is now complete. To configure SQL Server to replicate data, please continue reading this document.
Recommendation: It is highly recommended you also configure the Passwordstate web site with an SSL Certificate so all traffic between the browser and the web
site is encrypted.
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6 Prepare Web.config file
Prior to establishing SQL Server data replication, you need to copy the 'GUID1' key from the web.config file
on your Primary Instance of Passwordstate, into the web.config file for this High Availability Instance. The
web.config file can be found in the root of the Passwordstate folder, and the 'GUID1' key can be found in the
'appSettings' section. You need to copy and paste the entire key, which is in the format of:
<appSettings>
<add key="SetupStage" value="Setup Complete" />
<add key="PassiveNode" value="True" />
<add key="GUID1" value="0aafc8ea-b14e-6719-82f3-3c1e6f0f27e9" />
</appSettings>
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7 Encrypting the Database Connection String in the Web.config file
Whilst it’s not entirely necessary to encrypt the database connection strings within the web.config file, it is
recommended so the SQL Account credentials used to access the Passwordstate5 database is encrypted
and unreadable from anyone who can read the file system on your web server.
To encrypt the database connections string, please follow these instructions:
Encrypt Connection String

Open a command prompt and change to the “v2.0.50727” .Net Framework folder (normally found
under C:\Windows\Microsoft.NET\Framework\v2.0.50727)

Type the following:
o
aspnet_regiis.exe -pef "connectionStrings" "c:\inetpub\passwordstate5" (change the path if
you’ve installed Passwordstate to a different location)
Decrypt Connection String

Open a command prompt and change to the “v2.0.50727” .Net Framework folder folder (normally
found under C:\Windows\Microsoft.NET\Framework\v2.0.50727)

Type the following:
o
aspnet_regiis.exe -pdf "connectionStrings" "c:\inetpub\passwordstate5" (change the path if
you’ve installed Passwordstate to a different location)
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8 Configuring the Distribution Database
Prior to starting, ensure SQL Server Replication is installed on the server which will be used as the
Publisher, and the server acting as the Subscriber.
You may not need to setup the Distribution Database if you are already using SQL Server to replicate data.
Please speak to your Database Administrator if you are unsure.
Please Note: The following instructions are provided using SQL Server 2008 R2 Management Studio. The
screenshots and instructions may look different if you are using a different version of SQL Server
1. Right Click on the Replication node and Select Configure Distribution as shown in the screenshot below:
2. A new window appears on the screen as shown in the screenshot below:
3. Click the ‘Next’ button and a new window appears on the screen as shown in the screenshot below:
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4. As you can see in the above screenshot, you will be provided two choices of where to configure the
Distribution database – you can either configure it on the same server which is acting as the Publishing
server, or you can configure it on a different server all together. This document describes configuring it
on the same server which will be used as the Publishing server, but speak to your SQL Administrator if
you are unsure of the best settings for your organisation. Then Click on the ‘Next’ button as shown in
the screenshot above.
5. A new window appears as shown in the screenshot below:
6. Select the first option, i.e. Yes, configure the SQL Server Agent service to start automatically and click
on the ‘Next’ button as shown in the screenshot above.
7. A new window appears on the screen as shown in the screenshot below:
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As you can see in the above screenshot, you are asked where the Snapshot folder should reside on the
Server. The Snapshot Agent prepares snapshot files containing schema and data of published tables and
database objects, stores the files in the snapshot folder. It is advised not to place the replication data on
the C drive of the server i.e. the drive which is hosting the Operating System.
Create a folder on any other drive to hold the Snapshot folder and Click on the ‘Next’ button as shown in
the screenshot above.
8. A new window appears as shown in the screenshot below:
As you can see, it displays information for the name of the Distribution database, as well as its location on
the file system. Click on the ‘Next’ button as shown in the screenshot above.
9. A new window appears as shown in the screenshot below:
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10. Click on the ‘Next’ button.
11. Click on the ‘Next’ button as shown in the screenshot below:
12. Click on the Finish button as shown in the screenshot below:
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13. Now that the distribution database is created, just confirm it exists under the ‘System Databases’ node.
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9 Creating the Publisher
The following steps need to be followed while creating the publisher.
1. Right Click on Local Publications and select New Publications, please refer the screenshot below:
2. Click on the ‘Next’ button as shown in the screenshot below.
3. Select the database which is going to act as a publisher - in your case it would be passwordstate5. Click
on the ‘Next’ button.
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4. Select Transactional Replication from the available publication type and Click on the ‘Next’ button as
shown in the screenshot below:
5. Select all the Tables for the Passwordstate database, select ‘Set Properties of All Table Articles’ from
the ‘Articles Properties’ dropdown list and select the following options:
a. Copy foreign key constraints
b. Copy check constraints
c. Copy clustered index
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d.
e.
f.
g.
Copy nonclustered indexes
Copy default value specifications
Copy extended properties
Copy unique key constrainst
6. Since there are no filtering conditions, Click on the ‘Next’ button as shown in the screenshot below:
7. Check the first radio button as shown in the screenshot below and Click on the ‘Next’ button.
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8. Click on the Security Settings tab as shown in the screenshot below.
A new window appears as shown in the screenshot below.
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You could leave the default option of ‘Run under the SQL Server Agent service account’, but it’s advised you
use a Windows account for this purpose. Click on the OK button, then on the ‘Next’ button as per the
screenshot below.
Please Note: If you specify a Windows account to use, at minimum it must be a member of the db_owner
fixed database role in the ‘Distribution’ and both ‘passwordstate5’ databases. It must also have write
permissions on the snapshot share. You can tell if the permissions are correct by checking the folder where
the snapshot data is stored to see if some replication data exists after you finish creating the Publisher.
9. Click on the ‘Next’ button as shown in the screenshot below.
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10. Give a suitable name to the publisher ad Click on the Finish button as shown in the screenshot below.
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10 Creating the Subscriber
Once the publisher is created the next step is to create the subscriber for it.
1. Right Click on the publisher created and select New Subscriptions as shown in the screenshot below.
2. Click on the ‘Next’ button as shown in the screenshot below.
3. Click on the ‘Next’ button as shown in the screenshot below.
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4. Click on the ‘Next’ button as shown in the screenshot below.
5. As shown in the screenshot below, you will need to click on the ‘Add Subscriber’ button to select the
SQL Server you intend to use as the Subscriber.
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Type in the name of the Subscriber SQL Server, then click on the ‘Connect’ button
Select the ‘passwordstate5’ database from the dropdown list, and then click on the ‘Next’ button
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6. Click on the button as shown in the screenshot below. Here we need to specify process account as well
as the connection options for the distribution agent.
7. Specify the distribution agent to run under the SQL Server Agent Service Account. Also connect to the
distributor as well as the subscriber by impersonating the process account. Please refer the screenshot
below. Once done, click on the ‘OK’ button
Please Note: If you specify a Windows Account to use, at minimum it must be a member of the db_owner
fixed database role in the passwordstate5 database. It is advised you apply these permissions before click
on the ‘OK’ button in the screenshot below.
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8. Click on the ‘Next’ button as shown in the screenshot below.
9. Ensure that the Agent is scheduled to Run Continuously and then click on the ‘Next’ button as shown in
the screenshot below.
10. Ensure that the Subscriber is initialized immediately and then click on the ‘Next’ button as shown in the
screenshot below.
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11. Click on the ‘Next’ button as shown in the screenshot below.
12. Click on the Finish button as shown in the screenshot below.
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13. Expand the publisher node and you shall be able to view the subscriber as shown in the screenshot
You have now finished successfully setting up SQL Replication for your High Availability instance of
Passwordstate.
You can now direct your browser the web address you created in ‘Step 5 – Create an Appropriate DNS
Record’ above.
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