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To get started, open the URL to the installation of StudyTRAX from a browser. It is usually easier to perform this from a client with an updated browser rather than through the browser on the server. StudyTRAX will redirect the browser to a special login page if there are any problems with the system configuration.
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Configuring the Database
Setup Connection String
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- SQL Server 2005 Connection Strings
- SQL Server 2008 Connection Strings
- SQL Server Connection String Properties
New Install
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The server box will be green if the database server in the "Connection String" is accessible and all the permissions are correct. If not, you should be presented with options to perform the necessary actions to correct the problems.
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Using the StudyTRAX application to create the database will use all the standard defaults in SQL server. If you need to control where the database file (mdf) and log file (ldf) are located, the initial size, or any other attributes about the database, you will need to follow the manual process for creating the database. Also, if "DBO" credentials are not available, the manual database creation process must be used |
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After clicking the "OK" button, a dialog will appear showing the progress of the database creation. When the word "Finished" appears in the dialog, an "X" will appear in the top right of the dialog that can be used to close it.
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After closing the dialog, a status page will be presented explaining the state of the configuration.
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StudyTrax requires SQL Server 2005 or later. If you backup a database and then restore it on a newer version of SQL Server, the compatability level of the earlier version is retained. Thus, the compatability level needs to be updated.
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If the connection string points to an existing installation of StudyTRAX, an option to patch the database will be shown. It should display the "DB Version" and the "Current" version that the application expects.
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If these credentials are not available, the manual database patch process must be used |
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After clicking the "OK" button, a dialog will appear showing the progress of the database patch. When the word "Finished" appears in the dialog, an "X" will appear in the top right of the dialog that can be used to close it.
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Configuring the Application
To update the System Configuration, click on the "System Configuration" tab and click the "System Configuration" button (the gear to the right of the screen) and configure the application before granting permissions to the folders and files.
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On the "Configuration Settings" page, you will need to configure several settings. While there are many settings that can be configured here, only some of them are required:
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Server | This is the DNS name or IP address of the SMTP server |
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Domain | This is the domain of the user to use for authenticating to the SMTP server. (optional) |
Username | This is the username to use for authenticating to the SMTP server. (optional) |
Password | This is the password to use for authenticating to the SMTP server. (optional) |
Port | This is the port number that the SMTP server is running on |
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Once you have configured the application, click the "Save And Return" button in the toolbar.
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Directories
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There are various files and directories that StudyTRAX needs to write to. These directories and files need to have write permission granted to the StudyTRAX Service Account that the application runs as.
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If there are any red boxes, a "grant" link will be visible. You can click this to have the application grant the appropriate permissions to the folders and files. Once this is done, all the boxes should be green.
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SMTP
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Initially, the SMTP settings will show up in red. If the SMTP settings were configured correctly in the "Configure the System" above, the "Configured" box should be green.
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After the SMTP server has been setup correctly, you will need to click the "test" link that appears to the right in order to tell the application that the SMTP server settings are good. This will cause the "Tested" box to appear green if the application is able to successfully connect to the SMTP server and send email.
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It is required that the "Tested" box go green. If for some reason you cannot configure an SMTP server or it will not register as green, you can edit the "studytrax.config" file and add a node (or edit it if it already exists) with a key of "Mail.Settings.Valid" and a value of "True". Once you have done this, click the "Refresh" button in the toolbar. |
External Address
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The External Address tells StudyTRAX how it is accessed from the public internet. This address is used to generate URL's for resetting passwords as well as sending out notification emails (a URL may be provided to allow the notified user/subject to click and login to StudyTRAX).
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If you are doing a new installation, or upgrading from StudyTRAX 2.40, a new account will be created called "admin" with a password of "admin". This account will immediately require a password change. Also, this account is used to create user accounts. |
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Resolutions to potential problems
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