Web P ortal I nst allati on Checkl ist
Web Portal Installation Checklist
Introduction
This document matches the "Installation Checklist" in the Web Portal Setup and Administration Guide.
"Related Topics" in the checklist refer to topics in the setup guide. "Online Help Topics" exist in Online
Help for the Tigerpaw Business Suite.
Print the checklist. Keep the Web Portal Setup and Administration Guide document open during
the installation so you can follow the step-by-step instructions in the related topics.
NOTE: This checklist applies to new installations. Refer to the "Update the Tigerpaw Web Portals"
checklist in the Web Portal Release Notes for instructions to update the portals.
Follow the checklists below to install and set up the portals. Complete the web server steps as a system
administrator.
Set Up the Server
Follow these steps to prepare the server for portal installation.
Setup Steps
Initials and
Date Finished
1. Verify your web server meets the minimum hardware and software requirements.
The server must be one you can make accessible to the public Internet.
Online Document: Server and Client System Requirements
2. Complete the T012 Tigerpaw Web Portals online course from the Tigerpaw
Academy website.
3. Use one of these methods to create a domain name and register your portal. This
process creates the URL for external users to access your portal.
Recommended method: Log into your domain registrar's account
management website and create a domain name system (DNS) host off an
existing domain, e.g. portal.yourcompanywebsite.com.
Related Topic: Create an External DNS Host
Purchase a new domain from a domain registrar such as GoDaddy® or
Network Solutions®, e.g. yourportalwebsite.com.
The value after the final period (such as .com or .academy) is called a top level
domain (TLD). Tigerpaw accepts TLDs up to 50 characters.
Set up the domain a day or two before installing the portals, to give the DNS
changes time to take effect.
4. Complete this step if you plan to accept payments through the customer portal.
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Acquire a public secure socket layer (SSL) certificate from a trusted
provider. Ask the provider or search the IIS Manager Help files for
instructions to request a certificate.
If you have a wildcard certificate, you do not need a separate SSL
certificate for the Customer Web Portal.
IMPORTANT: A self-signed certificate is not valid for this purpose.
Save the certificate file on the web server or a shared location. Ask the
provider for instructions to install the certificate. For additional information,
go to http://support.godaddy.com/help/article/5346/installing-an-ssl-serverinstructions.
If the web server is on a network with a firewall or router, create firewall
rules and/or port forwarding rules to open the port you will use for SSL.
Port 443 defaults, but you can select a different port (such as 8443) if an
existing site connects to port 443 and does not use DNS host headers.
5. If the web server is on a network with a firewall or router, create firewall rules
and/or port forwarding rules to open the port you will use to make the portals
available to the public Internet.
Port 80 defaults but you can select a different port (such as 8080) if an existing site
connects to port 80 and does not use DNS host headers. The Tigerpaw Portal
Installation Wizard includes a field to verify or enter the selected port.
6. Verify Internet Information Services (IIS) 7, 7.5 or 8 is installed on the web server.
IMPORTANT: When you set up IIS for the portals, the app pool identity must
have access to all folders and files inside the website. For example, skins will not
load if the Network Service identity cannot access the CSS folder.
7. Follow the appropriate instructions to add role services for IIS. This step is critical
to ensure the web portals function correctly.
IIS 7.
Add Role Services (IIS 7)
IIS 8.
Add Role Services (IIS 8)
8. Select Roles in the Server Manager and verify these services are enabled:
Static Content
ASP.NET 4.5
ASP role
9. Use one of these methods to verify Microsoft .NET Framework 4.0 is enabled to
run on IIS.
Windows 8 or Windows Server 2012. Log in as an administrator and run
this command from a command prompt:
dism /online /enable-feature /featurename:IIS-ASPNET45
Windows 8 only. Select Control Panel > Programs and Features > Turn
Windows Features On/Off > Select IIS-ASPNET45 >
.
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Setup Steps
Initials and
Date Finished
Windows Server 2012 only. Select Server Manager > Dashboard > Add
roles and features > Next > Role based or feature based installation > This
computer > Select Server Roles page > Select Web Server (IIS) > Select
Role Services page > Web server > Application development > ASP.NET
4.0 > Add Features > Next > Finish.
Click this link for step-by-step instructions: http://www.iis.net/learn/getstarted/whats-new-in-iis-8/iis-80-using-aspnet-35-and-aspnet-45
Windows 7 or Windows Server 2008. Install all pending Windows
updates. Then select to install .NET Framework 4.0, which should be listed
as an optional update, or download the 4.5 file from the Microsoft
Download Center, which includes 4.0.
Follow these instructions to enable .NET Framework 4.0:
- Start the IIS Manager.
- In the Connections pane, select the Server node at the top.
- Double-click the ISAPI and CBI Restrictions icon.
- Select each ASP.NET v4 entry and click the Allow or Enable action.
10. Bind the SSL certificate to the website. For additional information, go to
http://support.godaddy.com/help/article/5346/installing-an-ssl-server-instructions.
11. If you use Windows Firewall on the server running SQL Server, create firewall port
exceptions that grant access to SQL Server. Run the "New Inbound Rule Wizard"
twice to create these exceptions:
TCP – Port 1433
UDP – Port 1434
Related Topic: Create Port Exceptions for SQL Server on a Windows Firewall
NOTE: Skip this step if you do not run Windows Firewall on the server.
12. Create an internal DNS host (optional).
Related Topic: Create an Internal DNS Host
While not required, the internal DNS host speeds up website performance for
internal users by eliminating web page calls to your external IP address.
13. The default portal installation folder is C:\inetpub\Tigerpaw_Portal. If you plan to
select a different folder when running the installation wizard, navigate to that folder
on the server and create the Tigerpaw_Portal subfolder.
Complete the following steps to grant portal users access to linked documents added via the Tigerpaw
Business Suite. Settings in the desktop application control which documents are available to the
customer portal.
Online Help Topic: Scan and Link Documents
14. Set up managed document folders in the Tigerpaw Business Suite.
For security reasons, do not create the base path on the web server.
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15. Customers can submit up to 3 attached documents on service orders and quote
requests.
IMPORTANT: Make sure the IUSR user has rights to modify the document
folder.
16. Create a virtual directory:
Open Internet Information Services (IIS) Manager.
Expand the websites to display the Tigerpaw Portal site.
Right-click the Tigerpaw Portal and select Create Virtual Directory.
You MUST set Alias to Documents.
In Physical path, enter the UNC path for the base path folder.
Click
.
Download and Stage the Files
Follow these steps to prepare the Tigerpaw Web Portal files for installation:
Setup Steps
Initials and
Date Finished
17. Log into the Tigerpaw Academy website at http://academy.tigerpaw.com.
18. Open the Downloads page.
19. Open the Tigerpaw Business Suite and verify your current version: Select
Navigation Pane > Status and Setup > Version. All you need is the first set of
numbers, for example 15.
20. On the Downloads page, locate your current version and click New Install
Tigerpaw Portals for that version.
21. Click DOWNLOAD NOW.
22. Extract the .ZIP file to the server or a network location the server can access.
23. Tigerpaw emailed you the customer and/or employee portal license key files. Save
the license key files to a folder on the web server or a network folder the web
server can access.
WARNING: Do NOT change the license key file names.
Install the Tigerpaw Web Portals
Complete these steps the first time you install the Tigerpaw web portals.
If you already use one of the portals and have now acquired licenses for another portal, skip this
section and follow instructions to register an additional portal. Then continue to the next checklist
section.
Related Topic: Register an Additional Portal
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Setup Steps
Initials and
Date Finished
24. Log into the server as a system administrator.
25. In the extracted folder, double-click tsiPortalSetup.exe to run the installation wizard.
Related Topic: Install the Tigerpaw Web Portals
26. If you run Microsoft Small Business Server (SBS) on a 64-bit server, modify the
machine configuration file to allow the portals to run properly.
Related Topic: Additional Setup for 64-Bit Small Business Server
Online Document: Server and Client System Requirements – Verify your
version of SBS is supported.
27. If you want reps other than Tigerpaw System Administrators to access the
Administrator portal, grant the appropriate roles access to the 'Web Portal Admin'
security permission in the Tigerpaw desktop application. This permission displays
after the portals are installed.
Menu bar > Tools > Options Security > Customer Web Portal category
Set Up the Customer Portal
Complete these steps to set up the Customer Web Portal.
Setup Steps
Initials and
Date Finished
1. Complete the Tigerpaw setup needed for the customer portal, including the "Web
Portal" rep. This rep never "logs" into Tigerpaw and therefore does not consume a
license.
Related Topic: Tigerpaw Setup for the Customer and Employee Portals
Some records are optional. For example, set up the "Portal" opportunity source if
you plan to auto create opportunities from customer portal quote requests.
2. Log into the Portal Administrator website to configure the customer portal.
Related Topics: Configure the Web Portals and related subtopics
IMPORTANT: Complete the following setup if you already use the employee
portal and now have licenses for the customer portal:
Enter the "Web Portal" rep created in step 1:
Open Navigation > Options > Journal tab > Journal rep
Open Navigation > Options > Service tab > Taken by
If you plan to accept credit card and/or electronic payments, activate the
payment feature.
Open Navigation > Options > Invoices and Payments > Allow online
payments
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Setup Steps
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Set up security roles/permissions.
Create users authorized to log into the Customer Web Portal.
Tigerpaw automatically emails the portal URL, user name and systemgenerated password to each user.
3. Log into the customer portal to verify configuration settings and test the site.
4. Download the Customer Portal Users Quick Reference Guide from the Tigerpaw
Academy website.
5. For each account you set up to use the portal, email the Customer Portal Users
Quick Reference Guide and tell customers to click the Help icon on the portal to
open the full user guide.
Set Up the Employee Portal
Complete these steps to set up the Employee Web Portal.
Setup Steps
Initials and
Date Finished
1. Log into the Portal Administrator website to configure the employee portal.
Related Topics: Configure the Web Portals and related subtopics
2. Complete these steps if the Customer Web Portal is not installed.
Configure the portal skins.
Open Navigation > Skins
Set up announcements.
Open Navigation > Portal Setup > Announcements tab
Configure the employee navigation settings.
Open Navigation > Portal Setup > Employee Navigation tab
3. Log into the employee portal to verify configuration settings and test the site.
4. Instruct reps to complete the T012 Tigerpaw Web Portals online course on the
Tigerpaw Academy website. Your in-house system administrator for Tigerpaw
Academy can track employee progress in online courses.
5. Provide this information to your employees:
The full portal URL, including /employee. Example:
http://portal.yourcompanywebsite.com/employee
Instructions to log in with their Email1 email address on the rep record and
Tigerpaw Business Suite password.
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Set Up the Co-Managed Direct Portal
Complete these steps to set up the Co-Managed Direct Web Portal.
Related Topics:
Tigerpaw Setup for the Co-Managed Direct Portal
Co-Managed Direct Licenses
Setup Steps
Initials and
Date Finished
1. Verify the Employee Web Portal is installed. The Co-Managed Direct Web Portal
requires the Employee Web Portal.
2. Create co-managed rep records.
Menu bar > Edit > Master Tables > Rep > Account Reps
3. In the Tigerpaw Business Suite, define account groups for co-managed reps
authorized to access the accounts. Account groups determine the accounts a comanaged rep can access.
Menu bar > Edit > Master Tables > Marketing > Account Groups
4. Assign accounts to co-managed account groups.
Account View > Marketing tab > Right-click Account groups > Add Groups
5. Create co-managed reps. On the Co-Managed Direct tab, select Is co-managed
tech, assign account groups and set the appropriate access options.
Be sure to enter the portal login credentials, i.e. Password and Email1 address.
Menu bar > Edit > Master Tables > Rep > Account Reps
6. Provide this information to your subcontractors and co-managed reps:
The full portal URL, including /cmdirect. Example:
http://portal.yourcompanywebsite.com/cmdirect
The email address and password you created for each rep in the Tigerpaw
Business Suite.
Instructions to log in with the email address and password provided.
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