Inmagic DB/Text for SQL Installation and Upgrade Instructions

Version 20.0

Inmagic DB/Text for SQL

Installation and Upgrade Instructions

[3/30/2023]

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Inmagic DB/Text for SQL Installation and Upgrade Instructions 1

Contents

Chapter 1: Before You Begin ............................................................................................................... 2

Purpose and Audience .............................................................................................................................. 2

How to Proceed ......................................................................................................................................... 2

New Installations .................................................................................................................................... 2

Upgrading an Existing Version .............................................................................................................. 2

Migrating from the Non-SQL Platform ................................................................................................... 2

Components .............................................................................................................................................. 3

DB/TextWorks for SQL .......................................................................................................................... 3

DB/Text for SQL Importer ...................................................................................................................... 3

WebPublisher PRO for SQL .................................................................................................................. 3

Microsoft SQL Server............................................................................................................................. 3

Documentation Resources ........................................................................................................................ 4

Chapter 2: Prerequisites ...................................................................................................................... 5

Supported Configurations .......................................................................................................................... 5

Sample Configurations........................................................................................................................... 5

Microsoft SQL Server Prerequisites .......................................................................................................... 6

DB/TextWorks for SQL Prerequisites ........................................................................................................ 7

WebPublisher PRO for SQL Prerequisites ................................................................................................ 9

Chapter 3: Installing or Upgrading DB/TextWorks for SQL ........................................................... 10

To Install or Upgrade DB/TextWorks for SQL ......................................................................................... 10

Upgrading Textbases from Version 14.5 or below .................................................................................. 21

Configuring Clients (Setup Workstation) ................................................................................................. 22

Installing the Sample Textbases (Sample1 and Sample2) ..................................................................... 24

Changing Configuration Settings Later ................................................................................................... 26

Chapter 4: Installing or Upgrading WebPublisher PRO for SQL ................................................... 27

To Install or Upgrade WebPublisher PRO for SQL ................................................................................. 27

Setting Windows Permissions ................................................................................................................. 37

Installing the Sample Textbase (Cars) .................................................................................................... 38

Testing WebPublisher PRO for SQL ....................................................................................................... 39

Chapter 5: Using the Software .......................................................................................................... 41

Administration and Maintenance ............................................................................................................. 41

Securing the Administration Programs (TW-SQL, WP-SQL) .............................................................. 41

Management and Maintenance ........................................................................................................... 41

Performance Adjustments for Index Browsing .................................................................................... 41

2 Inmagic DB/Text for SQL Installation and Upgrade Instructions

Chapter 1: Before You Begin

Inmagic

DB/Text for SQL is an enterprise-wide scalable content management system that combines a

robust and flexible database management environment with high speed search and categorization. Its

Web publishing capabilities provide the ability to publish, access, and maintain information on corporate

intranets and the Internet.

Purpose and Audience

This document explains how to install or upgrade Inmagic

DB/TextWorks for SQL (including the DB/Text

for SQL Importer) and WebPublisher PRO for SQL.

This document is intended for administrators, Inmagic Professional Services, or Partners who are

responsible for performing installations or upgrades. Some knowledge of Microsoft SQL Server

administration is assumed, in order to be able to configure a new or existing SQL Server instance for use

with Inmagic applications. Familiarity with Microsoft Internet Information Services (IIS) is also helpful.

How to Proceed

New Installations

Follow the instructions in this document to install DB/Text for SQL for the first time.

Upgrading an Existing Version

Follow the instructions in this document to upgrade an existing version of DB/Text for SQL.

Information that pertains specifically to upgrades appears in a blue box.

Note that prior to v12, DB/TextWorks for SQL was known as Content Server or CS/TextWorks, and

WebPublisher PRO for SQL was known as CS/WebPublisher PRO.

Migrating from the Non-SQL Platform

If you are moving from the non-SQL platform to the SQL platform:

1. Install DB/TextWorks for SQL. Follow the instructions in this document as if you were doing a new

installation (not an upgrade). We recommend that you install the SQL-based application in a separate

location from your existing non-SQL version.

2. Install WebPublisher PRO for SQL. Follow the instructions in this document as if you were doing a

new installation (not an upgrade). We recommend that you install the SQL-based application in a

separate location from your existing non-SQL version.

3. Follow the instructions in the document Converting to the Inmagic DB/Text for SQL Platform, a PDF

that was installed with your DB/TextWorks for SQL software and is also available from the Product

Documentation link on the Customer Extranet page. It explains how to convert your existing non-SQL

textbases and menu screens and, if you have WebPublisher PRO, your non-SQL Web files. This is a

required step.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 3

Components

The Inmagic

DB/Text for SQL suite includes the following components:

 DB/TextWorks for SQL (previously known as Content Server or CS/TextWorks). The DB/Text

Importer, a Windows Service for loading records, is installed with DB/TextWorks for SQL.

 Web Publisher PRO for SQL (previously known as CS/WebPublisher PRO), the optional Web

component, which allows users to search published textbases and edit records (if allowed).

Both components rely on Microsoft SQL Server as the data store.

DB/TextWorks for SQL

DB/TextWorks for SQL (the “desktop component”) is a database and text retrieval system designed to

manage diverse types of information including documents, images, and multimedia. DB/Text for SQL

uses Microsoft SQL Server as its data store. The textbase files themselves are stored outside of SQL

Server. Each textbase consists of files with the same name but different extensions. For example, a

textbase called Sales consists of SALES.CBA, SALES.CBS, SALES.CAC, etc. For information about

textbase files, see the DB/TextWorks online help.

DB/Text for SQL Importer

This component is a Windows service that runs in the background to load files into textbases. The

Importer can load fielded text files (to add, modify, or delete records), XML files, and binary files, such as

Microsoft Word documents or PDFs.

WebPublisher PRO for SQL

This optional component (the “Web component”) enables you to publish textbases on the Web, so clients

can search for records and optionally add, edit, and delete records over the Web. WebPublisher PRO for

SQL uses Microsoft Internet Information Services (IIS) as the Web server for hosting published textbases.

IIS is a built-in component of the Windows operating system.

Microsoft SQL Server

Microsoft

SQL Server™ must be installed prior to installing DB/TextWorks for SQL and WebPublisher

PRO for SQL. DB/TextWorks stores records, indexes, and textbase lists (validation lists, record classes,

etc.) in SQL Server. WebPublisher PRO relies on SQL Server when users search and/or edit published

textbases.

Important! For supported versions of SQL Server, please see the Support Matrix, available via the

Product Documentation link on the Customer Extranet page. For prerequisites, including configuration

requirements, see Chapter 2: Prerequisites.

4 Inmagic DB/Text for SQL Installation and Upgrade Instructions

Documentation Resources

In addition to this document and the online help, the following resources are available:

 README. Lists known and resolved issues, new features, and other information. This file is installed in

the Documentation subfolder of the main installation folder.

 Support Matrix: Lists requirements, including prerequisite software and supported versions. The

Support Matrix is available via the Product Documentation page (http://support.inmagic.com/web/)

 Inmagic DB/Text for SQL Administrator’s Guide. Explains how to use the Administration program,

which is essential to the SQL platform; explains how to back up DB/Text for SQL files; and provides

important information about managing security and databases and performing other management

tasks. The PDF file is installed with the software and is also available via the Product Documentation

page (http://support.inmagic.com/web/).

 Converting to the Inmagic DB/Text for SQL Platform. This document is only needed if you are

currently using the non-SQL version of DB/TextWorks. The PDF is installed with the DB/TextWorks for

SQL software and is also available via the Product Documentation page

(http://support.inmagic.com/web/).

Inmagic DB/Text for SQL Installation and Upgrade Instructions 5

Chapter 2: Prerequisites

This chapter describes supported configurations and lists the prerequisites for installing or upgrading

DB/TextWorks for SQL and WebPublisher PRO for SQL.

You must be an Administrator on the machine to install the application. How you install the application

depends on whether User Access Control (UAC) is on or off.

 If UAC is on and you have Administrator rights on the machine, right-click the executable or menu

item, select Run as Administrator, and click Continue when prompted for permission to continue. If

you do not have Administrator rights, you will be prompted to supply an Administrator password in

order to continue.

 If UAC is off, you must be logged in as an Administrator of the machine. You can double-click

executables and launch menu items the same way as in earlier Windows operating systems.

Supported Configurations

Microsoft SQL, Inmagic DB/TextWorks for SQL, and Inmagic WebPublisher PRO for SQL can reside on a

single server or multiple servers, as long as the requirements stated in the separate Support Matrix and

the Prerequisites stated in this chapter are met.

When deciding how to set up your configuration, please take the following into account:

 The DB/TextWorks application requires access to Microsoft SQL Server, where record data is

stored.

 DB/TextWorks networked clients must have access to the textbase files (CBS, CBA, CAC, CBM,

image files, etc.) created by DB/TextWorks, which are stored outside of SQL.

 The WebPublisher PRO application requires access to the SQL database where DB/TextWorks

data is stored. Also requires access to the textbase files listed in the previous bullet.

 Textbases published by WebPublisher PRO for end-user searching or editing must reside on a

Web server that users can access via a Web browser.

Sample Configurations

The required components, including SQL Server, can be installed in any reasonable configuration, as

long as each component has the necessary access to the components it needs. You can install all

components on a single machine, or you can set up a dual-server or multiple-server configuration. Client

access also needs to be taken into account.

Your license agreement permits you to install each purchased copy of DB/Text for SQL in one location,

such as your local hard drive, a network workstation, or a network server. The desktop and Web

components may be on different machines, as long as each component resides in only a single location.

6 Inmagic DB/Text for SQL Installation and Upgrade Instructions

A single-server configuration is shown below, in which all of the applications run on one machine.

An example of a multiple-server configuration is shown below. This configuration could be used on a

corporate intranet, for example, where separate servers provide internal and external access. The use of

separate database and application servers typically provides the highest performance, as it follows

Microsoft’s recommendation to run IIS and SQL on separate machines. A high quality network connection

between machines is required for optimal performance. This is only an example; your configuration may

vary.

Microsoft SQL Server Prerequisites

Before installing DB/Text for SQL, you must ensure that Microsoft SQL Server is configured properly.

□ Important! Confirm that you are using a supported version of SQL Server, as stated in the

DB/Text for SQL Support Matrix, which is available via the Product Documentation link on the

Customer Extranet page.

□ Ensure that the operating system and SQL Server engine have the latest releases and upgrades

from Microsoft Corporation. You can use the automatic update tool provided by Microsoft.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 7

□ Upgrades: Know the SQL Server database instance currently being used by DB/Text for SQL,

since you will have to select it during the installation.

□ New installations: Create a SQL Server database instance that will be used by DB/TextWorks for

SQL. Note the instance name, since you will have to select it during the installation.

□ New installations: You can assign SQL Server a named instance or use the default instance. To

use the default instance of SQL Server on any machine, reference it by the machine name (the

network name). Do not use “local”.

□ New installations: If DB/Text for SQL will use SQL Server Authentication, and/or if

WebPublisher PRO for SQL will be installed on a Web server outside your firewall, SQL Server

must be configured to use SQL Server and Windows Authentication mode before installing

DB/Text for SQL. For information on how to change the authentication mode, see

http://msdn.microsoft.com/en-us/library/ms188670.aspx. For instructions on installing

WebPublisher PRO for SQL outside your firewall, see Inmagic Knowledgebase article 2848.

□ New installations: If DB/Text for SQL will use Windows Authentication to connect to SQL, and

your WebPublisher PRO for SQL web site on IIS will allow Anonymous Access, you must add

your default Internet user account as a database user on SQL Server. (Later, when you install

DB/Text for SQL, you will assign this default account the appropriate DB/Text for SQL role

membership.)

□ Upgrades: You must use the same authentication method currently being used by DB/Text for

SQL.

□ The account running the SQL Server service needs Full Control access to the following:

Temporary file path for SQL Server Bulk Insert (Express Import, Load New Textbase, and

Recover Textbase) AND Paths specified for backup file sets (Back Up Textbase and Restore

Textbase).

□ New installations: Create a shared TEMP folder on the server machine and give SQL Server Full

Control access (the ability to read, write, modify, and delete). Inform your DB/TextWorks for SQL

users of this location, as it will be needed when a staff member uses Express Import or Load New

Textbase in DB/TextWorks. (The software asks where to put temporary files for the SQL Server

BULK INSERT operation.)

DB/TextWorks for SQL Prerequisites

□ Important! Confirm that your system meets the Requirements stated in the DB/Text for SQL

Support Matrix, available via the Product Documentation link on the Customer Extranet page.

□ SQL Server must be installed. Know the SQL Server database instance that you will use, since

you will have to select it during the installation.

□ Know your DB/Text for SQL serial number. You will be asked for it during installation.

□ If DB/Text for SQL will use Windows Authentication to connect to SQL, complete the following

tasks to ensure that users can be authenticated when logging in to DB/TextWorks for SQL:

1. Ensure that all users and/or groups exist in the Windows domain where SQL Server is a

member. For more information, see your Windows documentation.

8 Inmagic DB/Text for SQL Installation and Upgrade Instructions

2. On SQL Server, use the SQL Server Management Studio to create SQL Server logins for

each user or group that will be allowed to access DB/Text for SQL.

Note: We recommend that at least one user be made a member of the SQL Server fixed

server role of dbcreator. (Later, when you install DB/Text for SQL, you should assign this

user a role membership of DB/Text Administrator.)

For information about creating SQL Server logins, see your Microsoft SQL Server

documentation. Also see the DB/Text for SQL Administrator’s Guide.

□ Authentication mode for Internet Information Server (IIS). WebPublisher PRO for SQL

supports Anonymous, Basic, or Integrated Windows Authentication on your Web server. If you

use Anonymous access, and you are using Windows Authentication with DB/Text for SQL, you

must add your default Internet user account as a database user on SQL Server. You must also

assign this default account the appropriate DB/Text for SQL role memberships.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 9

WebPublisher PRO for SQL Prerequisites

□ Microsoft IIS and the .NET framework must be installed on the server where WebPublisher PRO

for SQL will be installed. Important! For supported versions, see the DB/Text for SQL Support

Matrix, which is available via the Product Documentation link on the Customer Extranet page.

□ DB/Text for SQL must be installed and accessible to WebPublisher PRO for SQL.

□ New installations: If WebPublisher PRO for SQL will be installed on a Web server outside your

firewall, please see Inmagic Knowledgebase article 2848.

□ If you are using IIS 6:

o Use IIS Manager to enable the following Web Service Extensions: ASP.NET, ISAPI

Extensions and/or CGI. (If you enable only CGI, WebPublisher PRO for SQL will not

support editing.)

o If you plan to use Basic Authentication in WebPublisher PRO, it must be enabled in IIS (it

is not enabled by default).

o For IIS 6 on Windows Server 2003 R2 (64-bit), 32-bit Application Pools must be enabled

in IIS. For help on getting the .NET framework to work, see

http://support.microsoft.com/kb/911720.

□ If you are using IIS 7/8.5:

o IIS 6 compatibility (subcomponent of IIS 7/8.5) is required.

o Use IIS Manager to install and enable the following Application Development Role

Services: ASP.NET, ISAPI Extensions and/or CGI. (If you enable only CGI,

WebPublisher PRO for SQL will not support editing.)

o If you plan to use Basic Authentication or Integrated Windows Authentication in

WebPublisher PRO for SQL, those components must be installed and enabled in IIS

(Role Services, Security). The default authentication configuration for IIS 7/8.5 enables

Anonymous authentication only. See http://technet.microsoft.com/en-

us/library/cc733010(WS.10).aspx.

10 Inmagic DB/Text for SQL Installation and Upgrade Instructions

Chapter 3: Installing or Upgrading DB/TextWorks for SQL

The main installation and upgrade tasks are listed below.

1. Confirm that you have met the Prerequisites listed in Chapter 2.

2. Follow the instructions below to install or upgrade DB/TextWorks for SQL.

3. Run Setup Workstation on each client that will use DB/TextWorks for SQL.

4. Optionally install the two Sample textbases.

Upgrades can skip step 4, if they have already installed the Sample textbases.

All of these tasks are covered in this chapter.

To Install or Upgrade DB/TextWorks for SQL

These instructions are intended for new installations as well as upgrades.

1. If you are upgrading, confirm that all users have exited the software. We strongly recommend that

you make a backup copy of your current installation folder.

2. Log in as Local Administrator or a domain user with local administrator privileges. If you are not

logged in as an administrator, Setup detects it and a dialog box opens so you can switch accounts (to

an administrator account).

3. Exit all Windows applications.

4. Double-click the Setup.exe program for DB/Text for SQL. If you are installing on a 64-bit OS, right-

click the Setup.exe and select “Run as administrator”.

Note: If anti-virus software is active and you receive an error message about a malicious script, you

can safely choose to continue.

5. Read the Welcome information and click Next.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 11

6. In the Application Selection dialog box, select Install or Configure DB/TextWorks for SQL and

click Next.

7. In the Installation Options dialog box, click the Install button.

12 Inmagic DB/Text for SQL Installation and Upgrade Instructions

8. Read the license agreement and respond appropriately.

9. Enter your user name, company name, and serial number, then click Next.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 13

10. Select the features that you want to install, then click Next:

o Program Files: DB/TextWorks for SQL and DB/Text for SQL Importer.

o Sample Textbases: Files for the sample textbases (Sample1, Sample2).

For the Destination Folder:

o If this is a new installation, accept the default or click Browse to select a different location. A

different location may be preferable on Windows 2008 or Windows 2012 R2.

o If this is an upgrade, install the software in the same folder as before. When a message asks

if you want to overwrite the existing files, click Yes.

14 Inmagic DB/Text for SQL Installation and Upgrade Instructions

11. Choose a location for the Importer INI files.

Important! If you are upgrading from version 13 or newer, choose the same location that was

previously in use. If you are not sure of the location, you can verify it by opening the

InmServices.ini found in the Content Server folder.

12. The Setup Status notification appears. Wait while Setup installs the files.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 15

13. In the Authentication Options dialog box, indicate how DB/Text for SQL will access SQL Server,

then click Next.

 SQL Authentication: An account called _Inmagic_Content_Server will be created with a default

password. You will be required to change the password later in the installation. This account will

be used to control access to all textbases. Note: If you are going to install WebPublisher PRO for

SQL on a Web server that is outside of your firewall, you must select SQL Authentication.

 Windows Authentication: Users will be authenticated based on their Windows user account.

You will be required to assign DB/TextWorks for SQL role memberships to users/groups later in

the installation, to determine user rights to DB/TextWorks for SQL.

Important! Upgrades must be sure to select the same authentication method in use for the currently

installed version. This should be selected by default. If you want to double-check, open INMCSRV.INI

and look for WindowsAuthentication=1 (Windows Authentication) or WindowsAuthentication=0 (SQL

Authentication).

14. If this is a new installation, the User File Path dialog box opens, so you can specify where you want

to save private textbase elements. You need full rights to the folder you specify. Click OK.

Note: The following steps assume that the SQL Server database instance that will be used by

DB/TextWorks for SQL has already been created.

15. Choose Start>Programs>Inmagic Applications>DB/Text for SQL>Administration (TW-SQL).

This launches the Administration program so you can configure SQL Server for use with

DB/TextWorks for SQL. (Be sure to select the TW version of the Administration program.)

16 Inmagic DB/Text for SQL Installation and Upgrade Instructions

16. Open the Configure SQL Server menu and choose Setup Wizard.

17. When the Select SQL Instance dialog box appears, select an existing SQL instance to use. If a SQL

Instance is not displayed, use the Browse button to locate and select an instance. (Note: On a

server running Windows 2008 or 2012 R2, enter the name of the SQL Instance manually.)

If you prefer to enter the instance name manually, use one of the following formats:

 Server name followed by a backslash and the instance name.

Example: MACHINENAME\SQL_INSTANCE

Tip! You can press the period ( . ) key to enter your server name.

 IP address followed by a comma and the port number on the SQL Server.

Example: 192.168.0.199,1783

18. Click Next.

DB/TextWorks will connect to the specified SQL Server instance.

If a connection cannot be made, an error message appears (“Unable to connect to SQL Server”).

Please see the Inmagic Knowledgebase (http://support.inmagic.com/supbase3.htm) for

troubleshooting assistance.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 17

19. If you selected SQL Authentication in the Authentication Options dialog box, the Change SQL

Password dialog box appears.

Use the New password box to assign a password to the _Inmagic_Content_Server account. This is

the account that DB/Text for SQL will use to connect to SQL Server.

Click Finish, then confirm the password and click OK.

Important! Be sure to record the password. You will need to specify the same password during the

installation of WebPublisher PRO for SQL. Both products must use the same password.

20. If you selected Windows Authentication in the Authentication Options dialog box, the Assign User

Rights to SQL Server dialog box appears. Follow the instructions below to specify the users or groups

that can use DB/TextWorks for SQL and indicate whether they can modify the control database on SQL.

18 Inmagic DB/Text for SQL Installation and Upgrade Instructions

a. Click Add User.

b. In the Add Database User dialog box, select a user from the Login Name list. (By default, the

User Name matches the Login Name and does not need to be adjusted.) When you click OK,

the name will be added to the Current Database Users list shown in the previous screen

capture.

c. Use Add User to select additional Login Names, if you wish.

d. Select a user in the Current Database Users list and assign a DB/Text for SQL role membership

and click Apply:

 None. The user name does not have membership in any DB/Text for SQL role and cannot

access SQL Server or the control database. This means the user name will not be able to

use the DB/Text for SQL software.

 DB/Text User. The user name has Read and Execute permission. This is required for any

user you plan to let open any DB/Text for SQL textbase.

 DB/Text Administrator. An administrator can perform all textbase management functions

(for example, renaming and deleting a textbase). The administrator user can also modify

tables in the SQL control database. We recommend that this user also be a member of the

SQL Server fixed server role of dbcreator, which enables textbase creation.

Repeat for each database user in the list. When you are done, click Finish to continue.

Note: For users/groups that require broader access than the DB/Text roles allow, grant them

membership in additional SQL Server fixed server roles and SQL Server fixed database roles,

as appropriate. These additional roles may be needed for non-admin users/groups that will be

doing management activities, such as backing up DB/Text for SQL textbases and using Express

Import. Note, however, that any user/group with sysadmin privileges does not need any role

memberships to be able to have full access to the software. For more information, see “Using

SQL Server fixed roles” in the DB/Text for SQL Administrator’s Guide.

21. The Setup Wizard confirms that DB/Text has been successfully configured on SQL Server. Click OK.

22. Exit the Administration program.

23. Important: Make sure a copy of the INMCSRV.INI file from the Content Server install folder is

present in the location for Importer INI files you specified previously in step 11. The Importer will not

function properly if the INMCSRV.INI is missing.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 19

24. Optionally, use the Configuration dialog box to change the configuration settings.

For upgrades, your existing settings (from INMCSRV.INI) have been preserved, so you do not need

to make any configuration changes.

25. Click Next.

26. In the Installation Almost Complete dialog box, check or clear any options, then click Next.

20 Inmagic DB/Text for SQL Installation and Upgrade Instructions

27. If you checked Select which Spell Check dictionaries to use, the Dictionary Selection dialog

opens with a list of available dictionaries, so you can specify which ones to use. For example, users

in the United States may want to leave the British English check box unchecked, so the Spell

Checker will catch words such as “colour” and “centre.” If you do not plan on editing text with

embedded HTML tags, you may want to leave the HTML (common key words) box unchecked.

Click Next to continue.

28. A message reminds you that if this is a network installation, you must run Setup Workstation from

each machine that will run the software, after the installation is complete. Click OK.

29. If you selected View the README, the Readme file will open in your Web browser. Read or print the

file, then close it to continue with the installation.

30. If you selected Check for Service Packs, your browser will open and connect to the Inmagic Service

Packs page.

31. When the InstallShield Wizard Complete dialog box appears, click Finish.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 21

32. If Setup determines that you have to reboot your computer, there will be an option to restart your

computer when you click the Finish button.

You have now completed the installation or upgrade process for DB/TextWorks for SQL. The following

required items have been created or upgraded on SQL Server:

 The control database on the server, called _InmTextbases. This is the database that tracks each

textbase created in DB/TextWorks for SQL.

 A database table to store IDs for each textbase.

 A SQL login name (_Inmagic_Content_Server) for the server, if you are using SQL Authentication.

Important! If you converted from the non-SQL version of DB/TextWorks to DB/Text for SQL, you must

use the Administration program to convert your existing textbases, menu screens, and Web files before

you can use them with DB/Text for SQL. After you have completed the instructions in these installation

notes, please follow the instructions in the document Converting to the Inmagic DB/Text for SQL Platform,

a PDF that was installed with your DB/TextWorks for SQL software and is also available from the Product

Documentation link on the Customer Extranet page.

Upgrading Textbases from Version 14.5 or below

For upgrades, textbases created with DB/TextWorks for SQL v14.5 or earlier are not compatible with

v15 or later and must be upgraded. This is done by opening the textbase in DB/TextWorks for SQL

v15 or later. The first time a textbase is opened after upgrading to version 15 or later, you’ll be

prompted to upgrade the textbase. You must proceed with the textbase upgrade to use the software.

It is recommended that a user with full access to all textbases should upgrade each textbase as these

elevated permissions will be required.

If using Windows Authentication, to perform the textbase upgrade, the user must have at least

dbcreator and bulkadmin privileges. Ideally a user with the SQL sysadmin role should be used.

Note: The upgrade process will discard the list of records in any saved sets (in the same sense

Recover Textbase does), so you’ll need to use Refresh Sets (and any omissions will be lost).

22 Inmagic DB/Text for SQL Installation and Upgrade Instructions

Configuring Clients (Setup Workstation)

If you installed DB/Text for SQL on a network server, you must run Setup Workstation on each client

that will use DB/Text for SQL. This configures the client so it can successfully use DB/Text for SQL.

Note: Upgrades are also required to run Setup Workstation on each client.

To Use SMS to Set Up Workstations

Important! Microsoft Visual C++ 2008 Redistributable Package must be present on the target machine.

Typically this is installed on machines that are current with Windows updates.

1. Share the Inmagic folder that contains the DB/TextWorks for SQL installation folder on the host

machine.

2. From the SMS subfolder of the DB/TextWorks for SQL installation folder, edit the CSWorkstation

.MSI file with an MSI editing tool such as Wise, InstallShield, or Orca.

3. Go to the Property table and edit the property CONTENTSERVERDIR to point to your DB/TextWorks

for SQL installation folder (for example, \\ServerName\Vol1\Inmagic\Content Server\). Note that the

path you enter for this value must end in a trailing slash.

4. Use your SMS program to do Setup Workstation on your client machines.

To Manually Set Up Workstations

Perform these steps for each workstation that will access DB/TextWorks for SQL.

1. Share the DB/TextWorks for SQL installation folder on the machine hosting DB/TextWorks for SQL.

2. Log in with Administrator privileges on the workstation that will access DB/TextWorks for SQL. You

must be logged in as Administrator to run Setup Workstation.

3. From the Windows Start menu, choose Run, then run the Setup program from where DB/TextWorks

for SQL is installed (for example, \\Servername\DBT4SQL\Setup.EXE, where DBT4SQL is the name

of the DB/TextWorks for SQL share), and click OK.

4. On the Welcome dialog box, click Next.

5. On the Installation Options dialog box, click the Workstation button.

6. Wait while Setup installs the files.

7. On the Installation Almost Complete dialog box, check or clear the following options, then click Next:

 Select which Spell Check dictionaries to use: If you select this option, you will be asked

to specify which dictionaries to use.

 View the README: If you select this option, the README file will open in your Web

browser, so you can read or print the file.

8. When the InstallShield Wizard Complete dialog box opens, click Finish.

9. During the Setup Workstation process, DB/Text for SQL checks the Windows System folder and

installs any necessary files. If files were installed, you may need to reboot your computer using the

Reboot Computer dialog box. If files were not installed, you will not need to reboot and will not see

the Reboot Computer dialog box. Click Finish when you have chosen your reboot option.

10. Repeat this process for each workstation that will access DB/TextWorks for SQL.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 23

Note: When DB/TextWorks for SQL is first accessed by a particular client, that client will be asked to

specify a user file path. Tell all clients that they should specify a location on the local machine, not on a

network drive.

24 Inmagic DB/Text for SQL Installation and Upgrade Instructions

Installing the Sample Textbases (Sample1 and Sample2)

You can install the sample textbases provided with DB/TextWorks for SQL, then use them for practice

purposes. The sample textbases are called Sample1 and Sample2.

Perform the following steps for each of the sample textbases.

1. Using an account that has Administrator privileges, log in to the machine where DB/TextWorks for

SQL is installed.

2. If your SQL Server database instance is on a different machine than DB/TextWorks for SQL, you

must share the Sample Textbase Backup File Sets subfolder, which is located in the DB/TextWorks

for SQL installation folder. The account running the SQL Server service needs Full Control access to

the subfolder.

3. Choose Start>Programs>Inmagic Applications>DB/Text for SQL>Administration (TW-SQL) to

open the Administration program. Note: On 64 bit operating systems navigate to the

InmCSAdmin.exe file in the DB/TextWorks install folder, right-click on the file and choose “Run as

administrator”.

4. Choose Back Up & Restore>Restore Textbases to open the Restore Textbase Options dialog box.

5. In the Backup sets box, use Browse to select Sample1.CBA and Sample2.CBA, located in the

Backup File Set subfolder under the DB/TextWorks for SQL installation folder (for example,

C:\Program Files\Inmagic\Content Server\Textbases\Sample Textbase Backup File

Sets\Sample1.CBA).

Important! If your SQL Server database instance is on a different machine than the one you are

using, specify the sample textbases using the Universal Naming Convention (UNC), not a drive letter.

Additionally, you must use specific log on parameters for the SQL Server service. To do this, right-

click the My Computer icon on the server where SQL Server is running and select Manage. Expand

the Services and Applications tree, and then double-click Services. Right-click your instance of SQL

Server for the DB/TextWorks for SQL application and select Properties. Select the Log On tab and

then specify a domain account that has access to SQL Server and full access to all the textbase files

or folders that reside on other machines.

6. In the Restore path box, enter the path to the Sample subfolder of the DB/TextWorks for SQL

installation folder. You can click the Browse button and navigate to this location (for example,

C:\Program Files\Inmagic\Content Server\Sample).

Tip! For the Sample Textbases shortcut menu item to work correctly, the Sample1 and Sample2

textbases must be installed in the Sample subfolder of the DB/TextWorks for SQL installation folder.

7. Click OK on the Restore Textbase Options dialog box to install the textbase(s) that you specified.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 25

8. If you are using Windows Authentication, a message reminds you that you must use Configure SQL

Server>Manage Security>Assign User Rights to Textbase to permit users to access the Sample

textbase(s). Click OK to dismiss the message box.

9. Review the information on the Restore Textbases: Operation Status dialog box and click Close when

you are done.

10. If you are installing textbases from another backup file set folder, repeat steps 1–9.

11. If you are using Windows Authentication, use Configure SQL Server>Manage Security>Assign

User Rights to Textbase to permit users to access the Sample textbase(s). See the DB/Text for

SQL Administrator’s Guide for details.

12. Exit the Administration program.

26 Inmagic DB/Text for SQL Installation and Upgrade Instructions

Changing Configuration Settings Later

To modify the configuration settings of an installed copy of DB/TextWorks for SQL, you can run the Setup

program again from the installation folder and click the Configure button.

This provides access to the Configuration dialog, where you can make any desired changes.

When you are done, click Next then follow the prompts to save your changes and exit the Setup program.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 27

Chapter 4: Installing or Upgrading WebPublisher PRO for SQL

WebPublisher PRO for SQL (previously called CS/WebPublisher PRO) is the optional Web component of

DB/Text for SQL. It allows textbases to be searched and optionally edited from a Web browser over a

corporate intranet, extranet, or the Internet. Your license agreement permits installation on one Web

server.

To Install or Upgrade WebPublisher PRO for SQL

Important! If WebPublisher PRO for SQL is on a Web server outside of your firewall, see Inmagic

Knowledgebase article 2848 for information on how to set up this configuration.

To install or upgrade WebPublisher PRO for SQL

1. Confirm that you have met the Prerequisites stated in Chapter 2.

2. Log in to the Web server with Administrator privileges.

3. Exit all Windows applications.

4. Upgrade only: Back up your current WebPublisher PRO for SQL (or CS/WebPublisher PRO)

installation folder. You may need some of the content in step 7. It's especially important to back up

ICSWEB.INI, which includes textbase locations.

5. Upgrade only: If you are upgrading from a version prior to v12.0, uninstall the previous version before

proceeding. IMPORTANT: Before uninstalling, make a note of the IIS authentication setting for the

ics-wpd virtual directory (anonymous authentication, integrated windows authentication or basic

authentication). You will need this information when you install v20.0.

6. Double-click the Setup.exe program for DB/Text for SQL. Note: On 64 bit operating systems, right-

click on Setup.exe and select “Run as administrator”. Select Install WebPublisher PRO for SQL and

click Next.

Note: If anti-virus software is active and you receive an error message about a malicious script, you

can safely choose to continue.

If the prerequisite software is not detected, the Setup program will not proceed. See the Support

Matrix for details.

7. Upgrade only: If you are upgrading from a version prior to v12.0, compare your newly installed .INI

files with the ones backed up in step 5. Restore the backup copy if necessary.

8. Upgrade only: If you are upgrading from a version prior to v15, the Inmagic Browse web.config

(default: C:\Program Files\Inmagic\ICSWeb\InmagicBrowse\web.config) must be updated to have

their requestEncoding and responseEncoding be UTF-8. <globalization requestEncoding="UTF-8"

responseEncoding="UTF-8" />

9. Upgrade only: If you are upgrading from a version prior to v15 and you have exported HTML edit

screens (for creating new records) you will need to re-export them so they will use the new HTML edit

page (wpp_edit.aspx) instead of the old .ASP page (icsw-edit.asp).

10. Upgrade only: If you are upgrading from a version prior to v15 and your search results or expanded

display look significantly different than they did in prior versions, you may have Raw HTML or Inline

Images in the forms. Open the form in the Form Designer, choose Tools>Form Properties from the

menu, select the HTML tab, uncheck Use Cascading Style Sheets to preserve formatting, OK

your changes, and save the form. Check the WebPublisher output again. Perform these steps for

each affected form.

28 Inmagic DB/Text for SQL Installation and Upgrade Instructions

11. In the Application Selection dialog box, select Install DB/Text WebPublisher PRO for SQL and click

Next.

12. On the Welcome dialog box, click Next.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 29

13. Read the license agreement and respond appropriately.

30 Inmagic DB/Text for SQL Installation and Upgrade Instructions

14. Enter your user name, company name, and the DB/Text for SQL serial number, and click Next.

15. In the Custom Setup dialog box, click Next to accept the default locations for the WebPublisher PRO

for SQL Program Files and the Cars Sample Textbase, or use the Change button to change the

locations.

 If this is an upgrade, install the software in the same folder as your current version. When a

message asks if you want to overwrite the existing files, click Yes.

16. Use the Search Paths dialog box to specify one or more locations where WebPublisher PRO for SQL

will look for published textbases. The software will recursively search all subfolders under the

specified location(s).

Note: The Search Paths are the folders that will contain the textbase files that reside outside of SQL

Server (CBS, CBA, CAC, CBM, etc.). To specify multiple locations, use a comma between path

names. To specify a machine other than the HTTP server, use the Universal Naming Convention

(UNC) instead of a drive letter. The following example specifies three locations, with the last one

using a UNC: C:\ICSWEB\TEXTBASE\,D:\DATA,\\SERVER2\TBS

Inmagic DB/Text for SQL Installation and Upgrade Instructions 31

Note: The search paths are written to an initialization file called ICSWeb.INI, located in the installation

folder. You can edit that file if you ever want to add or change locations.

17. Click Next.

18. In the Image and Logo Locations dialog box, specify a default Web directory for Logo/Background

URL and Images URL.

We recommend that you accept the default location (the virtual directory /ics-wpd/images) and

store your images in the Images subfolder of the WebPublisher PRO installation folder. If you want to

specify a different location, use a leading slash to make the URL relative to the current server root.

Specify the full path (for example, http://hostname/mylogos/) only if the Web server where the images

reside is different from the installation server. The URL will be written to the ICSWeb.INI file, in the

installation folder. Later, you can edit that file to change the location, if desired.

19. Click Next.

32 Inmagic DB/Text for SQL Installation and Upgrade Instructions

20. Follow the instructions below to use the Website Information dialog box to specify the IIS web site

settings for WebPublisher PRO.

Web Site Name

Select the IIS web site to use for DB/Text Web Publisher PRO.

New installations: We recommend that you use the Default Web Site. Two required virtual directories

(ics-wpd and InmagicBrowse) will be created under the IIS web site that you specify. To use a non-

default web site, see Inmagic Knowledgebase article 2846.

Upgrades: Select the same web site that is currently being used (Default Web Site by default). The

ics-wpd and InmagicBrowse virtual directories should already exist on that web site; they will not be

created. If you want to change these virtual directories, see Inmagic Knowledgebase article 2846.]

Web Site Security

Select an option to specify how to authenticate clients who will access textbases published on the IIS

web site. For more information, see: http://technet.microsoft.com/en-

us/library/cc733010(WS.10).aspx.

Upgrades: It is very important that you select the authentication method that is currently in use. The

correct option is selected by default.

Anonymous Authentication is the default for new installations. This method does not prompt for a

user name or password. Instead, IIS provides stored credentials to Windows using the

IUSR_machinename account (or IUSR for Windows Server 2008 or 2012 R2). Note: If the published

textbases are on a different machine than the Web server, Anonymous Authentication cannot be

used. You must use a valid domain account with the proper security permissions.

Windows Authentication is best suited to an intranet environment, where client computers and Web

servers are in the same domain. This method is available only if Windows Authentication is enabled

in IIS.

Basic Authentication prompts for a user name and password. Each user who will access the

published textbases must have a Windows account. Users must have "log on locally" permissions on

the Web server. This method is available only if Basic Authentication is enabled in IIS.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 33

Web Extension Type

ISAPI is recommended for better performance, or you can use CGI. (If you choose CGI, editing is

supported in WebPublisher PRO for SQL only if both CGI and ISAPI are enabled in IIS.)

Note: If you need to switch later, run ISAPI.BAT in the JScript subfolder to use ISAPI, or run CGI.BAT

to use CGI.

21. Click Next.

22. In the Authentication Options dialog box, select the same option that you used for DB/TextWorks

for SQL (either SQL Authentication or Windows Authentication), then click Next.

Important! It is essential that you choose the same authentication method that you chose for

DB/TextWorks for SQL. This should be selected by default. If you want to double-check, open

INMCSERV.INI and look for WindowsAuthentication=1 (Windows Authentication) or

WindowsAuthentication=0 (SQL Authentication).

Note: To install WebPublisher PRO for SQL on a Web server that is outside of your firewall, you must

use SQL Authentication.

23. In the Ready to Install the Program dialog box, click Install.

34 Inmagic DB/Text for SQL Installation and Upgrade Instructions

24. Setup launches the Administration program so you can configure SQL Server for use with

WebPublisher PRO for SQL. If this is a new installation, the User File Path dialog box opens, so you

can specify where you want to save private textbase elements and the INMAGIC.INI file. Note that

you need full rights to the folder you specify. Click OK.

25. Open the Configure SQL Server menu and choose Setup Wizard. Important! You must do this for

upgrades as well as new installations.

26. The Select SQL Instance dialog box appears. If a SQL Instance is not displayed, use the Browse

button to select the instance of SQL that you will use. (Note: On a server running Windows 2008 or

2012 R2, enter the name of the SQL Instance manually.)

If you prefer to enter the instance name manually, use one of the following formats:

 Server name followed by a backslash and the instance name.

Example: MACHINENAME\SQL_INSTANCE

Tip! You can press the period ( . ) key to enter your server name.

 IP address followed by a comma and the port number on the SQL Server.

Example: 192.168.0.199,1783

Record your information here for future reference:

SQL Server Instance selected: _______________________________________

27. Click Next.

Inmagic DB/Text for SQL Installation and Upgrade Instructions 35

28. If DB/TextWorks for SQL cannot connect to the SQL instance, an error message appears. For

troubleshooting assistance, see the Inmagic Knowledgebase

(http://support.inmagic.com/supbase3.htm).

29. If you selected SQL Authentication in the Authentication Options dialog box, the Change SQL

Password dialog box appears.

Important! You must specify the same password that you used when you installed DB/TextWorks for

SQL. Both DB/TextWorks for SQL and WebPublisher PRO for SQL must use the same password to

connect to SQL as the “_Inmagic_Content_Server” account. Click Finish. Confirm the password and

click OK.

30. If you selected Windows Authentication in the Authentication Options dialog box, the Assign User

Rights to SQL Server dialog box appears.

36 Inmagic DB/Text for SQL Installation and Upgrade Instructions

a. Click Add User.

b. In the Add Database User dialog box, select a user from the Login Name list. (By default, the

User Name matches the Login Name and does not need to be adjusted. The User Name is the

name that will appear in the Current Database Users list shown in the previous screen capture.)

When you click OK, the name will be added to the Current Database Users list.

c. Use Add User to select additional Login Names, if you wish.

d. Select a user in the Current Database Users list, assign a DB/Text for SQL role membership,

and click Apply.

 None. The user name does not have membership in any DB/Text for SQL role and cannot

access SQL Server or the control database. This means the user name will not be able to

access published textbases.

 DB/Text User. The user name has Read and Execute permission. This is required for any

user you plan to let open published textbases.

 DB/Text Administrator. The user can perform all textbase management functions (for

example, renaming and deleting a textbase). The user can also modify tables in the SQL

control database. We recommend that this user also be a member of the SQL Server fixed

server role of dbcreator, which enables textbase creation.