LDRPS Installation Guide: Last Updated: Monday, April 30, 2007 2:29 PM

LDRPS Installation
Guide
Version 10.1
Last updated:
Monday, April 30, 2007 2:29 pm
Copyright © 2007 Strohl Systems Group, Inc. All Rights Reserved.
This manual, as well as the software described in it, is furnished under license and may only be used
or copied in accordance with terms of such license. Companies, names, and data used in examples
herein are fictitious unless otherwise noted.
Except as permitted by such license, no part of this book may be reproduced, stored in a retrieval
system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise,
without the prior written permission of Strohl Systems Group, Incorporated.
LDRPS is a registered trademark of Strohl Systems Group, Inc. Strohl Systems, the Strohl Systems
logo, Incident Manager, The Living Disaster Recovery Planning System, LDRPS DR-EZ, LDRPS Multi-
Level PLUS, the LDRPS logo, BIA Professional, Business Impact Analysis Professional, the BIA
Professional logo, PLANet, and the PLANet logo are trademarks of Strohl Systems Group, Inc. LDRPS
and PLANet covered by U.S. Patent No. 6,754,674.
Microsoft is a registered trademark and Windows is a trademark of Microsoft Corp. Crystal Reports
and Crystal Reports Professional are trademarks of Business Objects. All other brand or product
names are trademarks or registered trademarks of their respective holders.
Strohl Systems Group, Inc., 631 Park Avenue, King of Prussia, PA 19406, USA
Printed in the USA.
Reference Number: A02-10-31

Table of contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Using this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Special symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Other documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
LDRPS Administrator Guide. . . . . . . . . . . . . . . . . . . . . 6
LDRPS User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Crystal Reports Online Help . . . . . . . . . . . . . . . . . . . . . 6
Getting further assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Chapter 1. Before you install LDRPS . . . . . . . . . . . . . . 9

Uninstalling previous versions of LDRPS. . . . . . . . . . . . . . . 9
Locating installation instructions . . . . . . . . . . . . . . . . . . . . . 10
Chapter 2. LDRPS Web configuration . . . . . . . . . . . . 11

Understanding the LDRPS Web configuration . . . . . . . . . 11
Using multiple servers . . . . . . . . . . . . . . . . . . . . . . . . . 12
Task 1: Preparing the database server . . . . . . . . . . . . . . . . . 14
Installing prerequisite software . . . . . . . . . . . . . . . . . 15
Task 2: Preparing a services server . . . . . . . . . . . . . . . . . . . 15
Task 3: Preparing an LDRPS web server. . . . . . . . . . . . . . . 16
Task 4: Installing LDRPS on a web server. . . . . . . . . . . . . . 18
Task 5: Creating the LDRPS database
and database users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Task 6: Updating your LDRPS database
to a newer version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Task 7: Installing LDRPS services . . . . . . . . . . . . . . . . . . . . 26
Task 8: Pointing servers to the LDRPS database . . . . . . . . 29
3
LDRPS Installation Guide
Task 9: Preparing a Crystal Reports workstation . . . . . . . 30
Task 10: Installing Crystal Reports. . . . . . . . . . . . . . . . . . . . 31
Requirements for connecting to LDRPS Web. . . . . . . . . . . 32
Chapter 3. LDRPS Enterprise

multi-user configuration . . . . . . . . . . . . . 33
Understanding the LDRPS multi‐user configuration . . . . 33
Task 1: Preparing the LDRPS database server . . . . . . . . . . 34
Task 2: Preparing a stand‐alone workstation . . . . . . . . . . . 35
Task 3: Installing Crystal Reports on
stand‐alone workstation(s) . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Task 4: Installing LDRPS on
stand‐alone workstation(s) . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Task 5: Creating the LDRPS database and users . . . . . . . . 40
Task 6: Updating your LDRPS database
to a newer version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Task 7: Pointing a stand‐alone machine
to the LDRPS database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Chapter 4. Accessing LDRPS . . . . . . . . . . . . . . . . . . . 47

Starting LDRPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Logging on to LDRPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Changing your LDRPS password . . . . . . . . . . . . . . . . . . . . 49
Eliminating the .Net security warning . . . . . . . . . . . . . . . . 49
4
Preface
Strohl Systems’ LDRPS (Living Disaster Recovery Planning System)
helps you gather essential company information, and organize it
into effective, dynamic plans.
Strohl Systems provides high‐quality business continuity
planning solutions for organizations of all sizes and levels of
complexity.
Using this book

The LDRPS Installation Guide describes how to install LDRPS.
It is organized into a table of contents and 4 chapters. The
following information will help you navigate this book.
Special symbols
This book uses two symbols to identify special information:

The pencil icon is used for tips. Tips include cross‐
references, shortcuts, detailed explanations of terms, and
suggestions for how to complete a task.
! The exclamation point is for cautions. Cautions include
warnings and strong suggestions.
Other documentation
Strohl Systems also recommends the LDRPS Administrator Guide,
LDRPS User Guide, and the Crystal Reports Online Help.
5
LDRPS Administrator Guide

After you install LDRPS, consult the LDRPS Administrator Guide,
which describes how to perform advanced functions like
creating user accounts, defining your plan structure, and
customizing LDRPS.
LDRPS User Guide

The LDRPS User Guide describes how to use LDRPS to collect
information about your company and build response, recovery,
and resumption plans. It presents proven planning methods that
are based upon years of experience of business continuity
experts.
Crystal Reports Online Help

The Crystal Reports online Help provides detailed instructions
on using the Crystal Reports software that is used for
customizing LDRPS report designs.
Getting further assistance

Strohl Systems provides thorough support to its customers
through documentation, training, MyStrohl.com (a customer‐
geared website designed to meet your company’s specific needs),
Techie e‐mail alerts, and technical support available through
phone, fax, or e‐mail.
Printed documentation. You can print out PDF versions of the
books, which you can find in the Books folder of your
installation CD.
Training. Strohl Systems offers free and unlimited training for all
our product users at our corporate headquarters in King of
Prussia, PA, and at our European training facility in London,
England. We also have a full range of online training options. To
sign up for any of these courses, visit MyStrohl.com.
MyStrohl.com. This site was created for you, the customer.
MyStrohl.com gives you access to the Strohl Systems Customer
6
Preface
Support knowledge base and the latest news in business
continuity planning. Use MyStrohl.com to sign up for training
classes, submit requests for enhancements, or download product
updates.
Techie e‐mail alerts. To be informed whenever Strohl Systems
releases new or updated products, sign up for the Techie e‐mail
alerts. These automatic alerts also distribute whenever a patch
becomes available. See MyStrohl.com for more information.
Technical support. We realize that sometimes answers to your
specific questions can’t be addressed in the above methods.
Sometimes your situation is a little more complex and requires a
one‐on‐one approach. Or sometimes you would just rather speak
to a real person. For those reasons, Strohl Systems is proud to
provide technical support to all its customers. Assistance is
available 24 hours a day through phone, fax, or e‐mail.
USA: (800) 4‐STROHL
International: +1 610 878 2644
Fax: +1 610 768 4135
E‐mail: help@strohlsystems.com
System requirements
Because system requirements can change frequently, please find
the latest and most complete list of system requirements at
http://www.mystrohl.com.
7
8
1 Before you install LDRPS
Before performing any installation procedures, uninstall any
previous versions of LDRPS, then locate the chapter that
contains the instructions for your installation configuration.
Uninstalling previous versions of LDRPS

Before installing any LDRPS build, stop all LDRPS services and
uninstall all previous versions of LDRPS.
To stop LDRPS services:
1. Stop all LDRPS services that are running on this machine.

Depending on your current installation, one or more
of the following services may be installed on this
machine:
— LDRPS Document Converter
— LDRPS Report Manager
— LDRPS Publisher
— LDRPS Scheduler
— Strohl Master
To uninstall previous LDRPS versions:
1. Open the Windows Start menu, choose Settings, and choose
Control Panel.
2. Double‐click Add or Remove Programs.
3. Highlight the old version of LDRPS and click Remove.
9
Locating installation instructions

Use this chart to locate the instructions that apply to your
installation configuration:
Scenario Chapter
LDRPS Web configuration 2
LDRPS Enterprise multi-user configuration 3

After you install and configure LDRPS, log on to begin
accessing and customizing LDRPS. See Chapter 4.
10
2 LDRPS Web
configuration
This chapter describes the recommended configuration for
LDRPS.
Task Page
Understanding the LDRPS Web configuration 11
Task 1: Preparing the database server 14
Task 2: Preparing a services server 15
Task 3: Preparing an LDRPS web server 17
Task 4: Installing LDRPS on a web server 18
Task 5: Creating the LDRPS database and database 20

users
Task 6: Updating your LDRPS database to a newer 24

version
Task 7: Installing LDRPS services 25
Task 8: Pointing servers to the LDRPS database 29
Task 9: Preparing a Crystal Reports workstation 30
Task 10: Installing Crystal Reports 31
Requirements for connecting to LDRPS Web 32
Understanding the LDRPS Web

configuration
The LDRPS Web configuration is the recommended optimal
deployment configuration for LDRPS customers.
11
It allows LDRPS users to access LDRPS from almost any
machine that has internet access (see page 32 for specific
access requirements.)
Whenever LDRPS updates are available, you will be
required only to perform updates on the Web server(s),
services server(s), and on any Crystal Report machines.
It allows LDRPS to offload CPU‐intensive jobs, such as
scheduling, publishing, and document conversion.
The following illustration depicts the standard LDRPS Web
configuration. Detailed requirements and installation
instructions appear in the rest of this chapter.
Figure 3.1. LDRPS Web configuration
L D R PS
Ne t w o r k d at ab ase
IE- c o n n e c te d
w o r ks ta tio n s L DRPS W e b s e r v e r
d a ta b a s e s e r v e r
Cr y s ta l Re p o r t W r ite r
w o r ks ta tio n
s e r v ic e s s e r v e r
Using multiple servers

Depending on the number of users who will be using LDRPS,
you may decide to employ more than one Web server and
services servers in your installation. Installing to multiple servers
allows your installation to better handle extremely high traffic
periods and CPU‐intensive activities.
Here are some examples of why you might want to set up
additional temporary or permanent servers:
12
LDRPS Web configuration
Temporary needs
You are building your LDRPS database for the first time.
You have asked all users to spend the next 3 weeks entering
all information into LDRPS. You set up an additional Web
server for those 3 weeks.
As part of your LDRPS rollout plan, you are ready to
implement the use of the LDRPS documents dictionary. To
handle the unusually high number of document
conversions that will be performed during this period, you
set up an additional Document Converter Service server.
At the end of each fiscal year, your financial division prints
hard copies of the accounting plans for all of your business
units. You set up a Publisher Service server to handle the
high number of publish requests that occur during this
activity.
Permanent needs
Your company has 180 concurrent users. Following the
hardware recommendations, you set up two Web servers.
You point 90 users to the first Web server, and 90 users to
the second.
As your number of concurrent users has grown, some users
have been experiencing longer than usual wait times for
their reports to appear. You set up a Report Manager
Service server to improve the performance.
The following illustration depicts the standard LDRPS Web
configuration using multiple Web and services servers. Detailed
requirements and installation instructions appear in the rest of
this chapter.
13
Figure 3.2. LDRPS Web configuration

(multiple Web and services servers)
Network
IE-connected LDRPS Web server 2

workstations
LDRPS
database
LDRPS Web server 1

database server
Crystal Report Writer

workstation
Report Manager Document Converter

services server services server
Scheduler Publisher
services server services server
Task 1: Preparing the database server

A separate database server is recommended for installations
with 5 or more concurrent users. Perform this task only if you
want your LDRPS database to be stored on a different server
than LDRPS Web.
The server you choose to use as your LDRPS database server
should meet the following specifications.
! For the latest and most complete list of system
requirements, visit http://www.mystrohl.com
OS requirements
Windows 2003 server (English OS only)
14
Minimum hardware requirements
Concurrent
users Processor Memory
5 1.7 GHz Pentium 4 1 GB
10 2 GHz Pentium 4 1 GB
25 2 Ghz Dual Pentium 4 2 GB
50 2 Ghz Dual Xeon 4 GB
75 3 GHz Dual Xeon 6 GB
100 3 GHz Quad Xeon 8 GB
Installing prerequisite software

Prepare the LDRPS database server. You will create the LDRPS
database in Task 5 on page 20.
To prepare the database server:
1. Install the database software, which will act as the LDRPS
database server.
Enterprise customers: Install Microsoft SQL Server 2005
or Oracle 10g.
Professional customers: Install Microsoft SQL Server
Express 2005.
! Configure SQL Express for mixed mode
authentication.
Task 2: Preparing a services server

A separate services server is recommended for installations with
10 or more concurrent users. The services server is used to
process certain CPU‐intensive jobs, including document
conversion, reports management, scheduling, and publishing.
Depending on the needs of your users, you may want to create a
services server for each individual LDRPS service type. For
example, you may want to create a server that handles all
15
publishing, another server that handles all document conversion,
etc. You can install each of the services to different servers.
Any machine you choose to use as an LDRPS services server
should be a dedicated server that meets the following
specifications.
OS requirements
Concurrent
10-25 2 GHz Dual Pentium 4 4 GB

Prepare an LDRPS services server by installing prerequisite
software.
To prepare the services server:
1. If you plan to install the Document Converter service on this
machine, install Microsoft Office 2003 (or later), which will
be used to manage files in the LDRPS Document
dictionary.
! Once installed, launch Microsoft Office and perform
any initial required action, such as responding to and
disabling any messages that appear, properly
registering the product, and specifying relevant
product settings.
2. Install .Net Framework 2.0.
16
Task 3: Preparing an LDRPS web server

Depending on the number of concurrent users you have, and
depending on the capacity of your Web server hardware, you
may want to prepare more than one Web server.
Any server you choose to use as an LDRPS web server should be
a dedicated server that meets the following specifications.
OS requirements
Concurrent
25 2 GHz Dual Pentium 4 2 GB
75 2.6 GHz Dual Xeon 4 GB

Prepare your LDRPS web servers by installing prerequisite
software.
To prepare a web server with prerequisite software:
1. Install IIS.
! IIS must be installed before you install the .Net
framework.
17
3. In order to license the Web server, you will also need to
have an internet connection.
! Launch all applications that LDRPS will use on this
machine and perform any initial required actions.
For example, if you have installed Microsoft Word on
this machine, launch Microsoft Word and:
— respond to and disable any messages that appear;
— properly register the product; and
— specify relevant product settings.
Task 4: Installing LDRPS on a web server

Follow these steps to install the LDRPS application to a Web
server.
To install LDRPS on the web server:
1. At the web server, log on as an administrator.
! Make sure you install LDRPS as an administrator.
2. Insert the LDRPS installation CD into the CD drive.

If the LDRPS install program does not start
automatically, you can launch it manually. Open the
Windows Start menu and choose Run, then type
d:\setup, where d:\ is the CD drive letter, and click
the OK button.
3. Click Install LDRPS.
4. Review the instructions in the Welcome screen, then click
the Next> button.
5. Review all details of the Strohl Systems License Agreement.
Click I accept the terms in this license agreement and click the
Next> button to continue the installation process.
6. Set product licensing details:
18
Enter your LDRPS license key.
Click the Next> button.
7. Click the Custom button, then click the Next> button.
8. Choose the LDRPS elements to install on this server, and
specify where to install them.
Install LDRPS Web:
— Click LDRPS Web in the tree.
— Choose This feature will be installed on local hard
drive.
— Click the Change... button and choose where to
install LDRPS Web.
If you plan to create a separate server to run services
and if you do NOT want to install services to this
machine:
— Click LDRPS Services in the tree.
— Choose This feature will not be available.

To create a separate services server, follow
the instructions in Task 6 on page 25.
If you do not want to install LDRPS Standalone:
— Click LDRPS Standalone in the tree.
9. To install under the default website:
Choose Create Virtual Directory, then click the Next>
button.
Verify or change the name of the Virtual Directory, then
click the Next> button.
Or to install LDRPS as a new website:
Choose Create New Website and click the Next> button.
Verify or change the name of the website, then click the
Next> button.
19
Enter the IP Address and TCP Port for the website,
optionally enter the Header for the new website, then
! Make a note of this address; LDRPS users will use it
to access LDRPS. To verify this address later, right‐
click the LDRPS 10 Web shortcut on the desktop of
this Web server and choose Properties. The address
appears in the URL field of the Web Document tab.
10. Perform the install:
Click the Install button.
When setup is complete, click the Finish button.

The LDRPS Configuration Administrator tool
launches. Proceed to Task 5 to create a new
database (page 20,) or Task 7 to connect to an
existing one (page 29.)
Task 5: Creating the LDRPS database and

database users
After installing LDRPS Web, the LDRPS Configuration
Administrator tool opens for you to create the database and
database users. Once you install LDRPS on a Web server, you
must create the LDRPS database from that server. You should
create the database from the first LDRPS Web server you create.

You only need to create a database once, but you will
need to create a connection from all other servers to that
database. See Task 8 on page 29 for more information.

If you installed an updated version of LDRPS, you also
need to update your database version. See Task 6 on page
24.
20
This task also explains how to create additional databases,
including how to populate a mock database with sample data
provided by Strohl Systems.
! You should create additional “mock” databases in order
to conduct internal training or to test LDRPS features
before implementing them in your live database. Never
use your live database for training or testing!
Optionally, use this task to create additional database users. If
you are interested in tracking or controlling user activity at the
database level, you can create additional database users as a
means to do that.
To create an LDRPS database and user:
1. To start the LDRPS Configuration Administrator tool, open
the Windows Start menu, choose Programs, choose Strohl
Systems, choose LDRPS, and choose Configuration
Administrator.
2. Set details for the database you want to create:
Enter the name of the server where this database will
reside.

This is the database server you set up in Task 1 on
page 14.
! For Oracle 10g customers, you must use the
server name specified in the tnsnames.ora file in
your Oracle installation directory.
Enter a name for the database.
Enter the user ID and password that is used to access
the database server.
! This user ID must have security rights to create a
database and users on the server.
Verify that your LDRPS keycode appears in the Key
field.
3. Click the Create Database button.
21
4. In the Create New LDRPS 10 Database window, click the
Database and user button.
5. If you want this database to contain data from the LDRPS
sample database, check the Populate database with sample
data box.
6. Set new user details:
In the Database User Name to Create field, enter the user
ID to create.
Enter and confirm this database user’s password.

Always follow your organization’s policies for
password complexity. At a minimum, use a
strong password that complies with the
following LDRPS requirements:
— contains at least 8 characters,
— contains at least one lowercase letter,
— contains at least one UPPERCASE letter, and
— contains at least one number between 0 and 9.
7. Click the Start button.
8. Once the database is created, close the LDRPS
Configuration Administrator tool.
To create additional database users:
1. In the LDRPS Configuration Administrator tool, specify an
existing database:
Enter the name of the server where the database
resides.

page 14.
22
Enter the name of the database you want to create a
user ID for.
! This user ID must have security rights to create
database users on the server.
field.
2. Click the Create Database button
3. In the Create New LDRPS 10 Database window, click the User
Only button.
ID to create.

6. Once the user is created, close the LDRPS Configuration
Administrator tool.
To create additional databases:
! Never use your live database for training or testing!
1. In the LDRPS Configuration Administrator tool, set details
23
for the database you want to create:
reside.

page 14.
field.
Database Only button.
data box.
Task 6: Updating your LDRPS database to a

newer version
Whenever you install an updated version of LDRPS, you should
also update your database version.
24
To update your LDRPS database:
Administrator.
2. Specify the database you want to update:
resides.

page 17.
Enter the name of the database.
field.
3. Click the Update Database Version button.
Task 7: Installing LDRPS services

Follow these steps to install one or more LDRPS services to a
separate server.
25
To install LDRPS services:
1. At the services server, log on as an administrator.
! Make sure you install LDRPS services using an
administrative account that has permissions to create
users and read from the network domain’s active
directory.

the OK button.
the Next> button.
7. Click the Custom button, then click the Next> button.
8. Choose the LDRPS elements to install and where to install
them.
To install all LDRPS services to this machine:
— Click Services in the tree and choose This feature, and
all subfeatures, will be installed on local hard drive.
— Then click the Change... button and choose where to
install this service.
Or to install a specific LDRPS service to this machine:
26
— Click the specific service type (Document
Converter Service, Report Manager Service,
Publisher Service, or Scheduler Service).
drive.
install the service.
For any LDRPS service that you do not want to install
to this machine:
— Click LDRPS Services, or a specific service, in the
tree.
Choose not to install LDRPS Web to this machine:
Choose not to install LDRPS Standalone:
9. If you are installing the Document Converter service to this
machine, set up the Document Conversion Service account:
If you are using an existing account, enter the existing
User Name, then enter and confirm the existing
password.
! This existing account must be a true Admin on
the system.
Or to create a new account:
— Enter a new User Name.
27
— Enter and confirm a password for this account.

Always follow your organization’s policies
for password complexity. At a minimum, use
a strong password that complies with the
— contains at least one UPPERCASE letter,
and
— contains at least one number between 0
and 9.
10. Set service configuration details:
If you are installing the Document Converter service to
this machine:
— Enter the IP address of the machine where the
Document Converter service will be installed.
— Click the Next> button.
If you are installing the Report Manager service to this
machine:
Report Manager service will be installed
If you are installing the Publisher service to this
machine:
Publisher service will be installed.
If you are installing the Scheduler service to this
machine.
Scheduler service will be installed.
28

launches. Perform the next task (Task 7) to
connect to an existing database.
12. Start services on this machine.
Task 8: Pointing servers to the LDRPS

database
You must tell each Web server and each services server where to
find the LDRPS database. To create an LDRPS database, see Task
5 on page 20.
To connect to the LDRPS database:
1. Open the Windows Start menu, choose Programs, choose
Strohl Systems, choose LDRPS, and choose Configuration
Administrator.
2. Set database details:
resides.

page 14.
Enter the name of the LDRPS database.
29
this database server.

Enter the LDRPS keycode provided to you by Strohl
Systems.
3. Click the Test Connection button
4. Once the database connection is confirmed, close the
LDRPS Configuration Administrator tool.
Task 9: Preparing a Crystal Reports

workstation
Crystal Reports workstations can be used to create and modify
LDRPS reports. If you do not want the ability to create and
modify any LDRPS report structures or formats, you do not need
to configure these additional workstations. You can instead
access LDRPS using a machine that meets the requirements
listed on page 32.
Any machine that you want to use as a Crystal Reports
workstation should meet the following specifications.
1.7 GHz Pentium 4
512 RAM available for use by LDRPS
30
1 GB free space
OS Requirements
XP with SP2 (or later) (English OS only)

On each Crystal Reports machine, install prerequisite software.
To prepare a Crystal Reports machine with prerequisite

software:
1. Install IE 6 with SP1 (or later).
Task 10: Installing Crystal Reports

Follow these steps to install Crystal Reports.
! The license key for the installation is located on the
Crystal Reports installation disk. Make a note of the key
before you perform the installation steps.
To install Crystal Reports:
1. At each Crystal Reports machine, log on as an
administrator.
! Make sure you install Crystal Reports as an
administrator.
2. Insert the Crystal Reports installation CD into the CD
drive.
3. Run the installation program.

For detailed information on how to perform this
installation, consult the Crystal Reports
documentation.
31
Requirements for connecting to LDRPS Web

To connect to LDRPS Web, the workstation you use must meet
the following specifications.

Crystal Reports workstations can be used to create and
modify LDRPS reports. If you want to create and modify
any LDRPS report structures or formats, you must
connect using a Crystal Reports workstation. See ʺTask 9:
Preparing a Crystal Reports workstationʺ on page 30.
1.7 GHz Pentium 4
100 MB free space
Software requirements
Install IE 6 with SP1 (or later).

Install .Net Framework 2.0.
32
3 LDRPS Enterprise
multi-user configuration
This chapter describes the LDRPS multi‐user configuration.
Task Page
Understanding the LDRPS multi-user configuration 33
Task 1: Preparing the LDRPS database server 34
Task 2: Preparing a stand-alone workstation 35
Task 3: Installing Crystal Reports on stand-alone 36

workstation(s)
Task 4: Installing LDRPS on stand-alone workstation(s) 37
Task 5: Creating the LDRPS database and users 40
Task 6: Updating your LDRPS database to a newer 44

version
Task 7: Pointing a stand-alone machine to the LDRPS 45

database
Understanding the LDRPS multi-user

configuration
The following illustration depicts the LDRPS multi‐user
configuration. Detailed requirements and installation
instructions appear in the rest of this chapter.
33
Figure 4.1. LDRPS multi-user configuration
LDRPS
Local Area database
Network
standalone database server

workstations
Task 1: Preparing the LDRPS database

server
The server you choose to use as your LDRPS database server
should meet the following specifications.
OS requirements
Concurrent
25 2 Ghz Dual Pentium 4 2 GB
50 2 Ghz Dual Xeon 4 GB
34
LDRPS Enterprise multi-user configuration

Prepare your LDRPS database server by installing prerequisite
software.
To prepare the database server:
1. Install the database software, which will act as the LDRPS
database server.
Enterprise customers: Install Microsoft SQL Server 2005
or Oracle 10g.
Professional customers: Install Microsoft SQL Server
Express 2005.
! Configure SQL Express for mixed mode
authentication.
Task 2: Preparing a stand-alone workstation

Any machine that you want to use as an LDRPS stand‐alone
workstation should meet the following specifications.
5 GB free hard disk space

1.5 GHz Pentium 4
OS Requirements
XP with SP2 (or later) (English OS only)

On each client machine, install prerequisite software.
35
To prepare a client machine with prerequisite software:
1. Install Microsoft Office 2003 (or later), which will be used

to manage files in the LDRPS Document dictionary.
! Once installed, launch Microsoft Office and perform
any initial required action, such as responding to and
disabling any messages that appear, properly
registering the product, and specifying relevant
product settings.
2. Install IE 6 with SP1 (or later).
3. Install IIS.
! IIS must be installed before you install the .Net
framework.
Task 3: Installing Crystal Reports on stand-

alone workstation(s)
Crystal Reports is used to create and modify LDRPS reports.
Follow these steps to install Crystal Reports on the stand‐alone
workstations.
! The license key for the installation is located on the
Crystal Reports installation disk. Make a note of the key
before you perform the installation steps.
To install Crystal Reports:
1. At each machine, log on as an administrator.
! Make sure you install Crystal Reports as an
administrator.
2. Insert the Crystal Reports installation CD into the CD
drive.
36
3. Run the installation program.

For detailed information on how to perform this
installation, consult the Crystal Reports
documentation.
Task 4: Installing LDRPS on stand-alone

workstation(s)
Follow these steps to install the LDRPS application to your
workstations.
To install LDRPS on stand-alone workstations:
1. At each client machine, log on as an administrator.
! Make sure you install LDRPS as an administrator.

the OK button.
the Next> button.
7. To perform a complete install, which installs all LDRPS
files and services to this machine’s C:/ drive, click the
37
Complete button, click the Next> button, then skip to step 12.
8. Choose the LDRPS elements to install and where to install
them.
To install all services to the same location:
— Click Services in the tree and choose This feature, and
all subfeatures, will be installed on local hard drive.
— Then click the Change... button and choose where to
install this service.
To install LDRPS Web:
drive.
install LDRPS Web.
To install LDRPS Standalone:
drive.
install LDRPS Standalone.
9. To install under the default website:
Choose Create Virtual Directory, then click the Next>
button.
Verify or change the name of the Virtual Directory, then
Or to install LDRPS as a new website:
Choose Create New Website and click the Next> button.
Verify or change the name of the website, then click the
Next> button.
Enter the IP Address and TCP Port for the website,
optionally enter the Header for the new website, then
38
! Make a note of this address; LDRPS users will use it
to access LDRPS.
10. Set up the Document Conversion Service account:
Enter the User Name, then enter and confirm the
password.
! This user must be a true Admin on the system.
Optionally complete the Full Name and Description
fields.
Enter and confirm the password used to access the
system.

11. Set service configuration details:
Enter the IP address of the machine where the
Document Conversion service is or will be installed,
then click the Next> button.
Enter the IP address of the machine where the Report
Manager service is or will be installed, then click the
Next> button.
Publishing service is or will be installed, then click the
Next> button.
39
Scheduler service is or will be installed, then click the
Next> button.

launches. Proceed to the next task (Task 5) to
create the database.
13. Start services on this machine.
Task 5: Creating the LDRPS database and

users
After installing LDRPS, the LDRPS Configuration Administrator
tool opens for you to create the database and database users.
Once you install LDRPS on a stand‐alone machine, you must
create the LDRPS database from that machine.

You only need to create the database once, but you will
need to create a connection from all other stand‐alone
machines to the database. See Task 7 on page 45 for more
information.

If you installed an updated version of LDRPS, you also
need to update your database version. See Task 6 on page
44.
This task also explains how to create additional databases,
including how to populate a mock database with sample data
provided by Strohl Systems.
! You should create additional “mock” databases in order
to conduct internal training or to test LDRPS features
before implementing them in your live database. Never
use your live database for training or testing!
40
Optionally, use this task to create additional database users. If
you are interested in tracking or controlling user activity at the
database level, you can create additional database users as a
means to do that.
To create an LDRPS database and user:
Administrator.
2. Set details for the database you want to create:
reside.

page 34.
field.
3. Click the Create Database button.
Database and user button.
data box.
41
ID to create.

To create additional database users:
1. In the LDRPS Configuration Administrator tool, specify an
existing database:
resides.

page 34.
Enter the name of the database you want to create a
user ID for.
! This user ID must have security rights to create
database users on the server.
42
field.
3. In the Create New LDRPS 10 Database window, click the User
Only button.
ID to create.

6. Once the user is created, close the LDRPS Configuration
Administrator tool.
To create additional databases:
! Never use your live database for training or testing!
1. In the LDRPS Configuration Administrator tool, set details
for the database you want to create:
43
reside.

page 34.
field.
Database Only button.
data box.
Task 6: Updating your LDRPS database to a

newer version
Whenever you install an updated version of LDRPS, you should
also update your database version.
To update your LDRPS database:
44
Administrator.
2. Specify the database you want to update:
resides.

page 34.
Enter the name of the database.
field.
3. Click the Update Database Version button.
Task 7: Pointing a stand-alone machine to

the LDRPS database
You must tell each stand‐alone machine where to find the
LDRPS database. To create an LDRPS database, see Task 5 on
page 40.
To connect to the LDRPS database:
1. Open the Windows Start menu, choose Programs, choose
Strohl Systems, choose LDRPS, and choose Configuration
Administrator.
2. Set database details:
45
resides.

page 40.
Enter the name of the LDRPS database.
this database server.

Enter the LDRPS keycode provided to you by Strohl
Systems.
3. Click the Test Connection button
4. Once the database connection is confirmed, close the
LDRPS Configuration Administrator tool.
46
4 Accessing LDRPS
This chapter describes the steps you should perform when you
first access LDRPS. For detailed information on using LDRPS
after you have logged in, see the LDRPS Administrator Guide and
the LDRPS User Guide.
Task Page
Starting LDRPS 47
Logging on to LDRPS 48
Changing your LDRPS password 49
Eliminating the .Net security warning 49
Starting LDRPS
After all installation and setup steps are complete, launch the
LDRPS application.
To start LDRPS:
1. Open Microsoft Internet Explorer.
2. Enter your LDRPS server address. By default, this address
is http://servername/strohlsystems.ldrps.web/. However,
you may have changed this address in ʺTask 4: Installing
47
LDRPS on a web serverʺ on page 18 or in ʺTask 4: Installing
LDRPS on stand‐alone workstation(s)ʺ on page 37.

When you start LDRPS for the first time, an Internet
Explorer message may appear below the task bar.
This is because LDRPS launches in a window
separate from the browser. To continue to the LDRPS
Logon screen and to prevent this message from
appearing again, right‐click on the message and
choose “Always allow popups from this site.”
! If your browser continues to block LDRPS from
launching, check for any third‐party popup blocker
that may be enabled on your machine.
Logging on to LDRPS
LDRPS includes one predefined account: Admin. The Admin
account is designed to be used by LDRPS administrators. It has
access to every screen, feature, field, document, and report in
LDRPS.

To learn how you can create additional user accounts
with varying levels of LDRPS access, see the LDRPS
Administrator Guide chapter, “Setting LDRPS Security.”
To log on to LDRPS:
1. Enter the LDRPS Administrator user name, Admin.
2. Enter the default LDRPS Administrator password,
Ldrps10$, and click the Log On button.
! This password is case‐sensitive.
3. If your user name and password are valid, the LDRPS
home page opens.
! If this is the first time you are logging on to LDRPS,
you should change your password. See the next task.
Or if your user name and password are not valid, you will
48
Accessing LDRPS
receive a logon error.
! If you do not interact with LDRPS for 20 minutes or
more, you will be logged off automatically. To continue
using LDRPS, you must log on again.
Changing your LDRPS password

Once you have logged on to LDRPS for the first time, you should
change the default password.
To change your password:
1. Click the Personal Settings button below the main
toolbar.
2. Enter a new password.
3. Re‐type the new password and click the OK button.
Eliminating the .Net security warning

If your LDRPS web server has not been configured as a trusted
site, a .Net security warning appears at the top of LDRPS
windows. To prevent this message from appearing in the future,
add LDRPS to your list of trusted sites.
! Thoroughly review the security implications of trusting a
site. If you decide not to add the LDRPS application as a
trusted site, your access to LDRPS functionality will not
be affected; however, you will continue to receive the
.Net security warnings in LDRPS popup windows. To
ignore a .Net security warning that appears in an LDRPS
popup window, click the warning message. The message
will disappear and you can continue working in LDRPS.
49
50

LDRPS Installation Guide: Last Updated: Monday, April 30, 2007 2:29 PM

Hochgeladen von

Dokumentinformationen

Originalbeschreibung:

Originaltitel

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

LDRPS Installation Guide: Last Updated: Monday, April 30, 2007 2:29 PM

Hochgeladen von

Copyright:

Verfügbare Formate

LDRPS Installation

Printed in the USA.

Reference Number: A02-10-31

Chapter 1. Before you install LDRPS . . . . . . . . . . . . . . 9

Chapter 2. LDRPS Web configuration . . . . . . . . . . . . 11

Chapter 3. LDRPS Enterprise

Chapter 4. Accessing LDRPS . . . . . . . . . . . . . . . . . . . 47

Using this book

LDRPS Administrator Guide

LDRPS User Guide

Crystal Reports Online Help

Getting further assistance

Uninstalling previous versions of LDRPS

To stop LDRPS services:

To uninstall previous LDRPS versions:

Locating installation instructions

 Task 1: Preparing the database server 14

 Task 2: Preparing a services server 15

 Task 3: Preparing an LDRPS web server 17

 Task 4: Installing LDRPS on a web server 18

 Task 5: Creating the LDRPS database and database 20

 Task 6: Updating your LDRPS database to a newer 24

 Task 7: Installing LDRPS services 25

 Task 8: Pointing servers to the LDRPS database 29

 Task 9: Preparing a Crystal Reports workstation 30

 Task 10: Installing Crystal Reports 31

 Requirements for connecting to LDRPS Web 32

Understanding the LDRPS Web

Figure 3.1. LDRPS Web configuration

Using multiple servers

Figure 3.2. LDRPS Web configuration

IE-connected LDRPS Web server 2

LDRPS Web server 1

Crystal Report Writer

Report Manager Document Converter

Task 1: Preparing the database server

Installing prerequisite software

To prepare the database server:

Task 2: Preparing a services server

Installing prerequisite software

To prepare the services server:

2. Install .Net Framework 2.0.

Task 3: Preparing an LDRPS web server

Installing prerequisite software

To prepare a web server with prerequisite software:

2. Install .Net Framework 2.0.

Task 4: Installing LDRPS on a web server

To install LDRPS on the web server:

Task 5: Creating the LDRPS database and

To create an LDRPS database and user:

To create additional database users:

To create additional databases:

Task 6: Updating your LDRPS database to a

To update your LDRPS database:

Task 7: Installing LDRPS services

To install LDRPS services:

Task 8: Pointing servers to the LDRPS

To connect to the LDRPS database:

Task 9: Preparing a Crystal Reports

 XP with SP2 (or later) (English OS only)

Installing prerequisite software

To prepare a Crystal Reports machine with prerequisite

Task 1: Preparing the database server 14

Task 2: Preparing a services server 15

Task 3: Preparing an LDRPS web server 17

Task 4: Installing LDRPS on a web server 18

Task 5: Creating the LDRPS database and database 20

Task 6: Updating your LDRPS database to a newer 24

Task 7: Installing LDRPS services 25

Task 8: Pointing servers to the LDRPS database 29

Task 9: Preparing a Crystal Reports workstation 30

Task 10: Installing Crystal Reports 31

Requirements for connecting to LDRPS Web 32

XP with SP2 (or later) (English OS only)

Install IE 6 with SP1 (or later).

Task 1: Preparing the LDRPS database server 34

Task 2: Preparing a stand-alone workstation 35

Task 3: Installing Crystal Reports on stand-alone 36

Task 4: Installing LDRPS on stand-alone workstation(s) 37

Task 5: Creating the LDRPS database and users 40

Task 6: Updating your LDRPS database to a newer 44

Task 7: Pointing a stand-alone machine to the LDRPS 45

5 GB free hard disk space

XP with SP2 (or later) (English OS only)

Changing your LDRPS password 49

Eliminating the .Net security warning 49