Configuring Windows Server 2008 R2

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

Windows Server 2008 R2 is an updated version of Windows Server 2008. The Windows Server 2008 R2 release differs from the original release in the following ways:

  • Is only available in 64-bit versions
  • Has IIS 7.5 rather than IIS 7.1
  • Improved roles and group based security implemented throughout the system
If you are planning to install on Windows Server 2008 R2 you will need to install Perception Version 5.2 or higher. Perception Version 5.1 is not compatible with Windows Server 2008 R2.

To ensure that Perception will install correctly you will need to carry out the following steps to configure Windows Server 2008 R2 before attempting to install Perception:

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)

Installing and Configuring IIS for Perception

IIS 7.5 is not installed by default on Windows Server 2008 R2. 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 R2:

  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

    Performance

    • Static Content Compression
    • Dynamic Content Compression
    Provides advanced compression to improve the use of bandwidth

    Management Tools

    • IIS Management Console
    • IIS Management Scripts and Tools
    • Management Service
    • 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/R2, it is NOT started by default. To start the state service:

  1. Click the Start button, select Run, enter "services.msc" (without quotation marks) and click OK
  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

To enable 32-bit applications to run in a 64-bit version of IIS you will need to ensure that the correct setting are enabled. The settings are enabled by running specific commands and parameters from the command line. You will need to launch the command line prompt as an administrative user (you can do this by logging in as an administrative user or by right clicking on the command prompt icon and clicking Run As...)

To enable 32-bit applications to run in IIS enter the following command at the prompt:

cscript %SYSTEMDRIVE%\inetpub\adminscripts\adsutil.vbs SET W3SVC/AppPools/Enable32bitAppOnWin64 1

To enable the 32-bit version of the .NET 2.0 Framework for use with Perception you will need to run the following command:

%SYSTEMROOT%\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -i

or if that is unavailable try:

%SYSTEMROOT%\Microsoft.NET\Framework64\v2.0.50727\aspnet_regiis.exe -i

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:

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.