Process Shipper Installer Document

Author: Pranav Kumar

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 Table of Contents

Prerequisites ................................................................................................................................................. 3
Upgrade Installation/No installer used Previously ....................................................................................... 4
New Installation ......................................................................................................................................... 14
Minor Upgrade ............................................................................................................................................ 26
Major Upgrade ............................................................................................................................................ 29
Move ProcessShipper .................................................................................................................................. 40
Notes ........................................................................................................................................................... 41

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Prerequisites
1. User needs to install dotnet framework 4.5 if not already installed
2. User needs to install dot net Crystal reports framework runtime engine(13.0.2000.0
version) from the net. (the runtime is attached)
3. SQL Server(2008/2012/2014) needs to be installed if not already installed. The SQL
Express setup which is a freeware is included with the installer if the user doesn’t have
the SQL Server.
4. User needs to install “Microsoft Access Database Engine 2010 Redistributable” and
user can download and install from this url - https://www.microsoft.com/en-
in/download/details.aspx?id=13255
5. User needs to delete all the dlls from the bin
folder(C:\inetpub\wwwroot\ProcessShipper\bin) which are of type eg.
App_Web_0hhfkonc.dll, App_Web_hak52d3o.dll, App_Web_hjvwtzp4.dll etc as
these dlls were create using a different switch and these dll’s doesn’t exist in the current
installer.

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Upgrade Installation/No installer used Previously

1)This is the first screen which will be displayed

2) In the next screen user needs to select whether processShipper is installed on the machine
or not. User needs to select ProcessShipper installed option.

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3)In the next screen it will ask for whether an SQL instance exists, if no then it will pop up an
SQLExpress Installer which user can install

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4)In the next screen the user needs to select “I accept the terms in the license agreement” to
go on to the next screen

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5)Then it will ask for the path where the ProcessShipper will be installed “The default directory
that will be displayed is “c:\inetpub\wwwroot\ProcessShipper”. The user can choose to
override the path by clicking on the change button. If the ProcessShipper is already installed
then the user needs to enter the current path or else the ProcessShipper will be installed in a
different directory.

Note:Please make sure if the user is choosing any path other than “C:\inetpub\wwwroot”
then make sure the “[MachineName]\IIS_IUSRS” is added in the group or username and full
permission should be given to that user.

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6) In the next screen it will ask for the Website name(default will be ProcessShipper) and the
port no.(default is 80). The user can choose a different port. The user need to give a different
name in the Website section if the port is not 80.

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Note: if the port no. is other than 80 then the Website name also needs to be changed to (eg.
ProcessShipper)

7)In the next screen it will ask for the SQL Server DB credentials. The database catalog(Db
Name) should be the same name as the current SQL Database where the ProcessShipper is
installed

If correct credentials are given it will take you to the next screen or else it will throw an error if
the credentials are not correct. If the user selects windows authentication then it will open the
next screen that will ask for user name and password.

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This screen(below) will open when windows authentication is selected

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8)In the next screen it will show 2 radio buttons Custom & Complete. If custom option user can
choose what to install.

In Complete everything will be installed.

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9) In the next screen user needs to choose Install to start the installation.

10)This is the last screen(below) that will be displayed when installation is done.

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New Installation

1)This is the first screen which is displayed

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2) In the next screen user needs to select whether processShipper is installed on the machine
or not. User needs to select ProcessShipper not installed option.

3)In the next screen it will ask for whether an SQL instance exists, if no then it will pop up an
SQLExpress Installer which user can install

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4)In the next screen the user needs to select “I accept the terms in the license agreement” to go
on to the next screen

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4)Then it will ask for the path where the ProcessShipper will be installed “The default directory
that will be displayed is “c:\inetpub\wwwroot\ProcessShipper”. The user can choose to
override the path by clicking on the change button. If the ProcessShipper is already installed
then the user needs to enter the current path or else the ProcessShipper will be installed in a
different directory.

Note:Please make sure if the user is choosing any path other than “C:\inetpub\wwwroot”
then make sure the “[MachineName]\IIS_IUSRS” is added in the group or username and full
permission should be given to that user.

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5) In the next screen it will ask for the Website name(default will be ProcessShipper) and the
port no.(default is 80). The user can choose a different port. The user need to give a different
name in the Website section if the port is not 80.

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Note: if the port no. is other than 80 then the Website name also needs to be changed to (eg.
ProcessShipper)

6)In the next screen it will ask for the SQL Server DB credentials. The user need to enter the
Login ID and password of the current ProcessShipper Database. User need to enter the Login
ID and password and the DB catalog, and the database server name.

If correct credentials are given it will take it to the next screen or else it will throw an error if the
credentials are not correct. If the user selects windows authentication then it will open the next
screen that will ask for user name and password.

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This screen(below) will open when windows authentication is selected by the user

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7) In the next screen the user will get a dialog where the path of the userconfig sql file needs to
be selected. The file should contain the userdata and the foreverdata(in that order) sql
statements.

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8)In the next screen it will show 2 radio buttons Custom & Complete. If custom option user can
choose what to install.

In Complete everything will be installed.

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9) In the next screen user needs to choose Install to start the installation.

10)This is the last screen(below) that will be displayed when installation is done.

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Minor Upgrade

1) In minor upgrade only new files will get installed or any existing files will get modified.

This is the first screen that will get displayed(below)

2)If the user clicks on yes then the dialog(below will get displayed). The installer will perform a
minor upgrade when users clicks the next button.

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3)This is the last screen that will get displayed when the minor upgrade is done.

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Major Upgrade

In a major upgrade the screens will be exactly the same as the new installation. The user needs
to provide the correct installer location of the current ProcessShipper application and also the
correct database path. It will copy the updated files and the new files(if any) to the location
where the ProcessShipper application is installed and also will update the database.

If the user doesn’t provide the correct path then it will be treated as a new path and all the files
will be copied to that location.

1)This is the first screen which is displayed.

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2) In the next screen user needs to select whether processShipper is installed on the machine
or not. User needs to select ProcessShipper Installed option.

2)This is the next which will be displayed

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3)In the next screen it will ask for whether an SQL instance exists, if no then it will pop up an
SQLExpress Installer which user can install

4) In the next screen the user needs to select “I accept the terms in the license agreement”
to go on to the next screen

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5)The it will ask for the path where the ProcessShipper will be installed “The default directory
that will be displayed is “c:\inetpub\wwwroot\ProcessShipper”. The user can choose to
override the path by clicking on the change button.

Note:Please make sure if the user is choosing any path other than “C:\inetpub\wwwroot”
then make sure the “[MachineName]\IIS_IUSRS” is added in the group or username and full
permission should be given to that user

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6) In the next screen it will ask for the Website name(default will be ProcessShipper) and the
port no.(default is 80)

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Note: if the port no. is other than 80 then the Website name also needs to be changed to (eg.
ProcessShipper)

7)In the next screen it will ask for the SQL Server DB credentials. User need to enter the Login
ID and password and the DB catalog, and the database server name of the current
ProcessShipper installation.

If correct credentials are given it will take you to the next screen or else it will throw an error if
the credentials are not correct. If the user selects windows authentication then it will open the
next screen that will ask for user name and password.

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If the user selects the windows authentication option then a new dialog will get displayed where
user needs to enter their windows credentials. This windows credential will be added in the app
pool setting.

This screen(below) will be shown when windows authentication is selected by the user

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8)In the next screen it will show 2 radio buttons Custom & Complete. If custom option user can
choose what to install.

In Complete everything will be installed.

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9) In the next screen user needs to choose Install to start the installation.

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10)This is the final screen that will be displayed when the installation is done.

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NOTE:
If you are a Pace customer, after completion of an upgrade or new install, please go to
Administration/ERP/Pace Setup and at the bottom of the screen click the Sync Pace button.

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Move ProcessShipper

There would be instances where you want to do a fresh installation on another machine but
don’t want the DB to get changed. In that case the user would need to take a back up by
performing a backup and restore of the current DB or select Tasks and generate scripts option
from SQL Server management studio and run the script in the target db. After restoring the DB
to another machine please follow the instructions given in the Major Upgrade Section.

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Notes
1) This installer also installs the IIS if the IIS is not installed on the machine.
2) But if the IIS was installed previously and was uninstalled later, then the IIS version info
doesn’t get removed from the registry. Therefore next time when the ProcessShipper
installer is run, it will detect IIS is installed as the installshield has no other way to know
whether IIS is installed on the machine or not, and it will not install the IIS. (This is a
known issue with Microsoft). In that case, the user needs to install the IIS manually.

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