Installation Guide

This a guide to installing the Triaster server onto your computer.

Installation Process

Implementer to check minimum system requirements

  1. Check this using the following KB article: Minimum system requirements
  2. Run the Setup.exe for Triaster Server to get summary of compliance against minimum requirements.
  3. Checking the bitness of Visio and installed Service Packs

    4. Check Bitness of Visio

    • Visio - Open Microsoft Visio > Click File > Click Account > Click About Visio - Check the bitness of Visio
    • Configure the Triaster Services User Account

Install Process Navigator and Configure Visio

Perform the following steps whilst logged in to the server as the Triaster publication user. Make sure that Visio is installed before installing Process Navigator.

  1. Ensure Macro Security is enabled.

    • In Visio, go to File > Options, select 'Trust Centre', click 'Trust Centre Settings', click Macro Settings, select 'Enable all macros', select 'Trust access to the VBA project object model', click OK, and click OK.
  2. Ensure access to Visual Basic project is enabled.

    • In Visio, go to File > Options, select 'Trust centre', click 'Trust Centre Settings', click 'Macro Settings', ensure 'Trust access to the VBA project object model' (under 'Developer Macro Settings') is checked, click OK.
  3. Set up the default file type for Process Navigator to use.

    • In Visio, click the File tab, click Options, in Visio Options dialog click Save, under Save documents set 'Save files in this format' to 'Visio Macro-Enabled Document', click OK and close.
  4. Set as 'Save As' type

    • In Visio - change the 'Save as' type to VML
  5. Open Visio, open new document, select 'Save As' with type as 'Web Page', click Publish, on Advanced tab change output format to VML, click OK, delete page just created.

  6. Install Process Navigator by running the .msi file. Make sure to extract the .msi file from the zip folder first.
  7. Make sure to Activate your Process Navigator before proceeding.
  8. In Windows Server 2012

    • Press Windows Key
    • Administrative Tools
    • Go to Console Root->Component Services->Computers->My Computer->DCOM Config->Microsoft Visio Drawing OR Microsoft Office Visio Drawing.

      (If DCOM configuration for Visio drawing is unavailable, run Microsoft Management Console in 32 bit mode)

      • At a Command Prompt (or Run box), type: mmc -32
      • In the MMC window, File > Add/Remove snap-in.
      • Add 'Component Services'.
      • Go to Console Root->Component Services->Computers->My Computer->DCOM Config->Microsoft Visio Drawing OR Microsoft Office Visio Drawing.
    • Right click on Microsoft Visio Drawing (or Microsoft Office Visio Drawing if applicable) go to properties
    • In properties window go to Identity tab and select This User option
    • Click Browse. Type the Username (same as the account that runs the Triaster publication service) and use the same Password > Click Check Names > Click OK (assuming the username is valid
    • Type the Password, and Confirm Password > Click Apply > Click OK
  9. Create this folder C:\Windows\SysWOW64\config\systemprofile\Desktop
  10. Create this folder only C:\Windows\System32\config\systemprofile\Desktop
  11. Turn 'Rollbacks' off.

    • Open Process Navigator
    • Click Tools > Options .
    • Select the 'Rollback' tab
    • Un-tick 'Enable Automated Rollback on Cancel'
    • Click OK, close Process Navigator.

Configure Triaster Server

Make sure the files have been extracted from the zip folder before you begin.

  1. Run the setup.exe to install the Triaster server
  2. In the setup.exe go to the edit details tab and input the username and password of the publication user account
  3. Run PubServerConfig.exe as Administrator (\Triaster\TriasterServer2011\Services). The steps below are the configuration settings which should be changed by the implementer.
  4. All Servers tab: Change path if applicable (e.g. from C:\ to D:\)
  5. Publication Server tab: change from default (Server1 to actual computer name)
  6. Token Server tab: change from default (Server1 to actual computer name)
  7. Publication Settings Application Level (Web Server) tab: If it is a new installation, use information on client site.

    • Ensure that Email Settings are updated with the information held on the client site.
    • Tick 'Delete Obsolete HTML' box if this is required (see technical information on client site).
    • Tick 'Menu Editor Enabled' if this is required (see technical information on client site).
    • Set the Properties File Path to the relevant value (see technical information on client site). The default path is C:\Triaster\TriasterServer2011\ProcessLibraries\.
    • Tick 'Auto Publish on Map Copy' and increase the 'Auto-Publish Interval (Mins)'
    • Tick 'Copy Maps (Sandpit to Prelive)', 'Copy Maps (Prelive to Live)' and 'Copy Maps (Prelive to Sandpit)'
  8. Publication Settings Site Level 1 (Web Server) tab: Configure the settings for each site.

    • Recipient email should be that specified in the technical information.
    • For process maps path, menu page maps path and web server root path, the values should generally be left unchanged unless changing from C:\ to D:\ or unless a different path is specified in the technical information.
    • For website URL, "localhost" should be replaced with the value specified in technical information.
    • Hide tabs for relevant sites (Example - Hide Approvals tab in the Sandpit site)
  9. Publication Settings Site Level 2 (Web Server) tab:

    • Leave the settings in this tab unchanged unless explicitly requested.
  10. Open Settings.xml and check for global changes missed by PubServerConfig.

    • C:\ should update to D:\ if required.
    • "Localhost" should be replaced with correct hostname or server name (if the hostname is unknown).
    • MTop post publish tasks can be deleted (unless the user is still using MTop)
    • Enable NewsPage on the Live site in the Triaster Sample Library section (if required by the customer)

  11. Ensure the Queue path is set correctly in the config.xml file for each Admin tool.

    12. Default path: \Triaster\TriasterServer2011\ProcessLibraries\Triaster Sample Library\SITE\Tools\Admin\config.xml

  12. Configure Libraries.xml.

    13. Open Libraries.xml (\Triaster\TriasterServer2011\ProcessLibraries\) in Notepad, replace 'localhost' with relevant hostname or server name, save and close file

  13. IIS validation:

    • Start IIS > the following should be present under 'Default Web Site' - 'ProcessLibraries 2011' and 'Triaster Browser Toolkit 2011'. If this isn't visible trying switching to 'content view' and look under 'sites'
    • If not, go to Troubleshooting appendix.
  14. Web validation: On the web server, execute this URL in the web browser: http://localhost/processlibraries%202011/triaster%20sample%20library/Live/static%20html/header.html
    15. If the Triaster banner is not visible, go to Troubleshooting appendix.
  15. Service validation: Go to Start > Administrative Tools > Services.

    16. The following services should be present, configured to start automatically, and started. If this is not the case, trouble shoot:

    • Triaster Alert Server 2011
    • Triaster Improvement Workbench Server 2011
    • Triaster Publication Listener Service
    • Triaster Publication Server 2011
    • Triaster Task File Server 2011

Setting Permissions

The following permissions will need to be set. In order to set these permissions, go to the Triasterserver2011 folder in the file explorer (Normally in C:Triaster) and right click. Then click on properties and go to the security tab. From here you can edit the users and their permissions by clicking on edit, then either editing or adding a user via the add button. If you are adding a user then make sure to use the check name feature.

  1. Network Service - Following the previous steps, add the Network service account and give this account full control of the triasterserver2011 folder.
  2. Publication user account - The publication user account will also need full control on the triasterserver2011 folder.

Activate Triaster Server

  1. To activate the Triaster Server navigate to the login page of the Triaster server and click on the 'Activation Tool' link under the login button. Once you've clicked this you will be brought to a new window containing the activation page.
  2. Here, Select the library you wish to activate and click 'launch activation webpage'.
  3. Enter your activation reference and input the amount of months you wish to activate for. Enter the email adress for the key to be sent to.
  4. Copy the activation code emailed to you and go to the previous window and paste the code into the text box and click apply activation code. Wait about 10-30 seconds and some text should appear saying the activation was successful. This means that your library has been successfully activated.

First time account creation

When first logging into your Triaster Server for the first time, Use these credentials. installation@triaster.co.uk as the username and installation as the password. This will bring you to a page prompting you to set up an account for logging into the Triaster Server. Input the email of the account you wish to be a full admin of the Triaster service, as this account will never be able to be removed. Then make sure to log in to this new account to see if everything worked correctly.

Publish all sites in Triaster Sample Library

Publish all sites within Triaster Sample Library. If this fails then open IIS manager and navigate to the application pools and double check that the account under the 'identity' column of the TriasterAppPool has the correct permissions on the TriasterServer2011 folder. If publication fails for any other reason, go to troubleshooting appendix.

Create Template Library

  1. Create a clone of the Triaster Sample Library called Template Library. Restart Improvement Workbench service if clone does not progress.
  2. Apply the customer's default theme
  3. In the PubServerConfig utility set the Help type to either Use Help URL or Use Help Menupage. This choice will be specified by the customer in their technical informationrmation
  4. If Use Help URL is required, change Help link as required. If any vdx help pages are used (such as Help.vdx), the following should be done:

    • Publish the vdx file(s) to the html folder
    • Move the published files (for each vdx) into static html in a new folder called help
    • In settings.xml, the HelpMenuURL should be set to the relative path to the following HTML file format "../../ProcessLibraries%202011/Template Library//static html/help/help.map page-1_files/main_2.html", substituting files names where appropriate. This should be done for each site.
  5. If Use Help Homepage is required, a help menupage template must be specified for each site (the default template is 'help menupage.txt')
  6. If Use Help Homepage is required, edit each template file, changing the text, number of items, links and icons as specified in the customer technical informationrmation page.
  7. Perform test publish on a site to ensure branding from publish.css is picked up correctly
  8. Delete all HTML and map content from this library

Create Process Library

  1. Create a clone library from the Template Library called Process Library (or whatever library name the customer has specified).
  2. Add stencil and template from server 10 library (if applicable)

Enabling News Page for the Live site in Triaster Sample Library

  1. Edit Settings.xml (\Triaster\TriasterServer2011\Settings\)
  2. Search for the NewsPage node in the Triaster Sample Library - Live section

    3. Edit the following tags within the NewsPage node

    <DocumentLocation>

    <Path>C:\Triaster\Documents\</Path>

    <URL>\Documents\</URL>

    <DocumentLocation>

    Edit the path and URL as required.

    <Enabled>true</Enabled>

    Set to true

    <RootDocumentPath>C:\Triaster\Documents</RootDocumentPath>

    Edit the path as required.

    This will enable the NewsPage feature in the Triaster Sample Library - Live site.

Create Scheduled Tasks

Scheduled Publication Task

  1. Log on to the server as the publication user (i.e. the user that runs the Triaster services, such as 'Triaster Publication Server 2011).
  2. Start (Press Windows key in 2012) > Administrative Tools > Task Scheduler.
  3. On the right-hand side of the window, in the Actions pane, click 'Create Task...'.
  4. In the 'Create Task' dialog, on the 'General' tab, enter an appropriate name for the task.
  5. Select the 'Run whether user is logged in or not' radio button.
  6. Tick 'Run with highest privileges'.
  7. Click the 'Triggers' tab.
  8. Click 'New...'
  9. Set the appropriate schedule.

    • Typically, Prelive and Sandpit publications are scheduled to run daily, at or shortly after midnight. Live publications aren't usually scheduled, but can be if required.
  10. Ensure 'Enabled' is ticked.
  11. Click OK to close the 'New Trigger' dialog.
  12. Click the 'Actions' tab.
  13. Click 'New...'
  14. Ensure 'Action' is set to 'Start a program', click 'Browse...', and select the appropriate scheduling CMD file, typically found in:

    • "C:\Triaster\TriasterServer2011\Publication Files\".
    • e.g. select 'schedule live.cmd', 'schedule prelive.cmd', or 'schedule sandpit.cmd'.
  15. Click OK to close the 'New Action' dialog.
  16. Click OK.
  17. Enter the publication user account user name and password, and click OK.

Kill Visio Task

  1. Open 'Task Scheduler'.
    • Start (Press Windows key in 2012) > Administrative Tools > Task Scheduler
  2. In the left-hand pane, expand 'Task Scheduler Library'.
  3. Create a 'Triaster' folder, if necessary.
  4. Click 'Task Scheduler Library'.
  5. In the right-hand pane, click 'New Folder...'.
  6. Name it 'Triaster', and click OK.
  7. In the left-hand pane, click 'Triaster'.
  8. In the right-hand pane, click 'Create Task...'.
  9. In the 'Create Task' dialog, on the 'General' tab, set:
    • Name: Kill Visio
    • Description: Checks for and ends dead Visio.exe processes that would interfere with Visio automation.
    • Run whether user is logged on or not: TRUE
    • Run with highest privileges: TRUE
  10. On the 'Triggers' tab, click 'New...'.
  11. In the 'New Trigger' dialog, set:
    • Begin the task: On a schedule
    • Settings: One time
    • Start: 00:00:00
    • Repeat task every: 1 minute for a duration of: Indefinitely
    • Enabled: TRUE
    • and click OK.
  12. On the 'Actions' tab, click 'New...'.
  13. In the 'New Action' dialog, set:
    • Action: Start a program
    • Program/script: Browse to 'Drive':\Triaster\TriasterServer2011\PublicationFiles\KillVisio.cmd
    • and click OK.
  14. On the 'Settings' tab, set:
    • Stop the task if it runs for longer than: 1 hour
    • and click OK.
  15. Enter the credentials of the Triaster Services user (aka the Publication User), and click OK.

Install Weblog Expert (if required)

  1. Install and activate (customer services to provide activation code)
  2. Open Weblog Expert and File > Restore from sample file (sample.wles)
  3. Edit this sample profile (Triaster Sample) as needed. Change path of IIS logs (usually found in %SystemDrive%\inetpub\logs\LogFiles for IIS7 or %windir%\System32\LogFiles for IIS6)). Need to install HTTP Logging in Role Services (Service Manager) if not installed already.
  4. In order to produce a html report, highlight the profile "Triaster Sample" and click the Analyse button

Post installation

  1. Add a copy of the following files to 'Custom Files & Documents on the customer support site:
    • Properties file (if not already added)
    • Weblog profile (if purchased)
  2. Update technical informationrmation page on client site, making sure installed version number is updated.

Last Reviewed: 20/12/2019