Install Website

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  1. Prepare Website Files
    1. Rename [c:]\BirdDog Software\Websites\live folder to your live site URL
    2. Rename [c:]\BirdDog Software\Websites\staging folder to your staging site URL
    3. Make a copy of the [c:]\BirdDog Software\Websites\[live]\BirdDogSample.config file and rename it to BirdDog.config
    4. Open BirdDog.config in a text editor and set the database name, server name, licensing information, and verify "Use Trusted Connection" is True; then close and save
    5. Place a copy of BirdDog.config into [c:]\BirdDog Software\Websites\[staging]
  2. Setup Website In IIS
    Website Naming Recommendations:
    • Live Site - www.MySite.com
    • Staging Site - MySite.BirdDogSW.com
    • Enterprise - Enterprise.MySite.com (if Live Site is synced)
    • Enterprise Staging - estaging.MySite.com (If Live Site is synced)
    For each site:
    1. Open Internet Information Services
    2. On the container named "Sites" right click and choose Add Web Site...
    3. For site name put in the url of the site you are creating: [website.birddogsw.com]
    4. Locate the physical path to  [c:]\BirdDog Software\Websites\[website.birddogsw.com] and choose it
    5. Set Binding | IP address to either "All Unassigned" or the local IP assigned to the website
    6. For Host name enter the url that this new site will respond to [website.birddogsw.com]
    7. Click OK
    8. Click on the container named "Application Pools" and double click the application pool that is named the same as the website you just created
    9. Assign Windows user with permission to database (BirdDogWebsite) to app pool:
      1. Right-click on the App Pool, and choose "Advanced"
      2. Click "Identity"
      3. Click "…"
      4. Select Custom Account, and set Credentials to account with DB permissions
    10. Set the .Net engine to version 4
    11. Click on the container named "Sites"
    12. Double click on the new website you just created to expand it out in the left hand navigation area
    13. Right click on the website and choose Add Virtual Directory...
    14. Name the virtual directory "Images" and locate/choose [c:]\BirdDog Software\Websites\Images
    15. Right click on the website and choose Add Virtual Directory...
    16. Name the virtual directory "ig_common" and locate/choose [c:]\BirdDog Software\Websites\Common Site Folder\aspnet_client\infragistics
  3. Verify Website in Browser
    1. Goto URL of site and verify site comes up
    2. Ifweb site does not come up
      1. Ping URL of site and verify that the public IP comes is returned (if not then the person in charge of DNS has not completed their setup)
      2. Gotohttp://{Local Web Server IP} and verify that the BirdDog site comes up (if not you need to validate your IIS setup)
        1. Verify Local IP is assigned to BirdDog site
        2. If IIS setup page comes up then disable default web site
        3. Diagnose Installation Errors
      3. Make certain the necessary server features are installed
      4. Have the person in charge of the firewall verify that the public IP is port forwarded to the local IP correctly
  4. Login to the site using the default admin Login
    1. Click Account or Login button
    2. Email: admin
    3. Password: admin
  5. Change Default Admin Login
    1. At very top of page, click on Edit User Info for your admin login
    2. Edit "Name", "Email" and "Password" to something more secure and PCI compliant than the default. This email address will receive any site notifications sent to you, so keep that in mind.
  6. Configure Site Settings
    1. Logged into site as admin, navigate to System Management | Maintain Sites
    2. Click "Add New Site Setting"
      1. Under Main Settings, enter [live] URL in "Site URL"
      2. Under Email:
        • Check Send Emails if you want to receive or send emails from the system.
        • Populate data accordingly. The following are the only ones absolutely required:
          • "Default Email Address" - this is the Email address used for the "From" on most system generated emails such as Order Confirmations. It is also the email that will get a notification of new Orders.
          • "SMTP Server"
          • "SMTP Port"
          • "SMTP User"
          • "SMTP Password"
      3. Under Payment Methods, Credit Card Terms Codes, set "Select Terms Code" to any available code, and click Add
      4. Under Vendor Defaults, set "Terms Code" to any available code
      5. Under Customer Defaults:
        • Set "Terms Code" to any available code
        • Set "Ship Via Code" to any available code
        • Set "Sales Person" to any available code
        • Set "Customer Type" to any available code
        • Set "Tax Code" to any available code (page will refresh—do this last)
      6. Click "Save"
      7. Click on [live] URL link
      8. Click "Copy"
      9. Enter [staging] URL in New URL / Section Name field, and click "Save"
      10. Click "Save"
      11. Click "Reload Site Settings"
      These settings should be changed later to reflect the intended behavior of the site(s). Other URL/Settings may be duplicated from the first if desired, for now.
  7. Clear Logging
    1. Logged into site as admin, navigate to System Management | Log Viewer
    2. Delete all log entries
    3. Navigate to System Management | Maintain Sites
    4. Click "Reload Site Settings"
    5. Return to System Management | Log Viewer, and verify no logging is occuring
  8. Test Website
    1. If Customer Service licensed, place test order
    2. If Ecommerce licensed
      1. Log out and place test orderwithnewuser / customer using an email address that you will receive
        1. User Name - Test User
        2. Customer Name - Test Customer
        3. PO - *** Test Order Do Not Ship *
        4. Comments - *** Test Order Do Not Ship ***
      2. Verify you receive a valid correct looking order confirmation via email
      3. Login as Admin and verify User / Customer / Order
      4. Delete User / Customer / Order