Configuring Windows Server 2008

Applies to the following products: 
Questionmark Perception
Applies to the following Perception versions: 
Perception 5.2
Perception 5.1

To ensure that Perception will install correctly you will need to carry out the following steps to configure Windows Server 2008:

If you are installing Perception in a multi-tiered environment you should ensure that the steps described here are completed on the server used to host the following tiers:

  • Presentation tier (QPLA)
  • Perception Server (QABS and Enterprise Manager)

If you are installing on a 64-bit version of this operating system it is recommended that you follow the instructions found in Windows Server 2008 R2.

Installing and Configuring IIS for Perception

IIS 7.0 is not installed by default on Windows Server 2008. You can install IIS using Server Manager. The Add Roles Wizard will walk you through the process and prompt you for any required information.

To install IIS on Windows Server 2008:

  1. Click Start
  2. Click Server Manager in the Administrative Tools menu
  3. Scroll down the summaries until you reach Role Summary

  4. Click Add Roles
  5. Click Next
  6. From the Roles window, click the box beside the Web Server (IIS) option
  7. The Add Roles Wizard will display listing any additional features required for the Web Server (IIS) role. Click Add Required Features

  8. Click Next
  9. Click Next
  10. Ensure the following Role services are selected
    Role service Description

    Common HTTP Features

    • Static Content
    • Default Document
    • HTTP Errors
    • HTTP Redirection
    This role provides basic compatibility for HTTP access. It allows IIS to use normal HTML files, display HTTP errors and access main files apart from index files.

    Application Development

    • ASP.NET
    • .NET Extensibility
    • ASP
    • CGI
    • ISAPI Extensions
    • ISAPI Filters
    This role service provides additional functionality for IIS. It allows IIS to work with the required technologies used to create Perception.

    Health and Diagnostics

    • HTTP Logging
    • Request Monitor
    • ODBC Logging
    The Health and Diagnostics role provides IIS with the ability to monitor the actions being carried out on the web server. Log files can then be referred to if something fails.

    Security

    • Basic Authentication
    • Request Filtering
    • IP and Domain Restrictions
    Is automatically defined because it is required as part of the ASP.NET service

    Management Tools

    • IIS Management Console
    • IIS 6 Management Compatibility
      • IIS 6 Metabase Compatibility
      • IIS 6 WMI Compatibility
      • IIS 6 Scripting Tools
      • IIS 6 Management Console

    The Management Tools contain all the various tools required to configure IIS. The IIS Console will allow administrators to view Virtual Directories created for Perception and configure the various Web Server functionality of Windows Server 2008. It will also allow Perception to install and create the required Virtual Directories.

    For each role service you apply you may be required to add additional services and features that are required by the role service.

  11. Click Next
  12. Review your installation selections and click Install
  13. When the installation is complete, review the results in the Installation Results window and click Close

Now that IIS has been installed you will also need to ensure that the ASP.NET state service has been started. In Windows Server 2008 it is NOT started by default. To start the state service you will need to launch the following as an administrator:

  1. Click the Start button, enter "services.msc" (without quotation marks) right click on the item that is displayed and click Run as administrator
  2. In Console Root | Services (local) locate the ASP.NET State Service, right click on it and select Properties
  3. Selecting Automatic from the Startup type drop down list
  4. Click Start from the Service status
  5. Click OK

Web Service Extensions need to be enabled for ASP.NET and PHP web pages to work on your server. By default they should be enabled, but to check and make sure they are enabled: 

  1. Launch IIS as an administrator
  2. Select your computer in the IIS menu
  3. Click the ISAPI and CGI Restrictions icon
  4. Ensure that the Status of the following Web Service Extensions is set to Allowed
  • All Unknown ISAPI Extensions
  • Active Server Pages
  • ASP.NET v2.0.XXXXXX
  • PHP: Hypertext Processor (if QPLA is installed on same machine) - This option may only appear after you have installed PHP

If you are running a 64-bit version of Windows Server 2008, you will also need to carry out the steps indicated below before you attempt to install Perception:

You have now setup IIS. There are several other configuration changes to make once Perception is installed before it will work as expected. Please refer to the following sections once Perception has been installed:

If you intend to use the Email Broadcast feature you can follow the instruction in the following section to install an SMTP Server:

Setting up SMTP on your server

If you would like to use Email Broadcasting you can either setup Perception to connect to a 3rd party email server or you can setup your own SMTP service on your computer. This section will provide instructions about how to install the SMTP service in Windows Server 2008.

To install the SMTP service:

  1. Click Start | Control Panel
  2. Click Program and Features
  3. Click Turn Windows features on or off
  4. Select Features from the Server Manager menu on the left
  5. Click Add Feature
  6. Locate the SMTP Server entry and place a tick in the corresponding check-box
  7. A window may appear detailing other features that are required by SMTP Server, click Yes to accept these
  8. Click Install to install the required features and follow the instructions on screen

Once installed you will need to configure it to work with Perception. For further information, please refer to the section:

Configuring language packs

If you are installing Questionmark Perception on a non-English version of Windows Server 2008 you will need to ensure that the language pack is installed. This will ensure that Perception is able to write to the repository using the correct character sets for Perception.

For more information about installing Perception on a non-English operating system, please refer to the section Installing on a non-English operating system.