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for Windows

 

Installation Guide

CyberScheduler 2.1 for Windows

 

 

 

 

 

 

 

CrossWind Technologies, Inc.

 

http://www.crosswind.com

 

 

 

 

© 1998 CrossWind Technologies, Inc.
CyberScheduler and Synchronize are trademarks of CrossWind Technologies, Inc.
All other brand and product names are either trademarks or registered trademarks of their respective companies.





 

Table of Contents

 

INTRODUCTION

Supported Platforms

Supported Web Browsers

System Requirements

INSTALLING CYBERSCHEDULER

Installation Overview

Installing the CyberScheduler Components

Starting the Installation Program

Installing the CrossWind Calendar Server

Installation Details

After Installation

Upgrading

Installing the CyberScheduler Agent

Installation Details

Running the CyberScheduler Agent

Installing the CyberScheduler Web Component

Before You Begin

Installation Details

After Installation

Creating User Accounts

ADDITIONAL SUPPORT INFORMATION

CyberScheduler Technical Support: http://www.crosswind.com/cybsprt.htm

APPENDIX A

Help on Microsoft IIS Web Server Configuration

APPENDIX B

Help on Netscape FastTrack Web Server Configuration

 

 

 


Installation Guide

 

 

INTRODUCTION

This guide describes the installation of CyberScheduler for Windows from CrossWind Technologies, Inc. If you need additional information regarding the administration of CyberScheduler, please visit CrossWind's online support pages at http://www.crosswind.com/cybsprt2.htm.

CyberScheduler is a Web-based real-time calendaring and scheduling application for corporations of all sizes. It is designed to support enterprise-wide collaboration among team members regardless of their individual locations. The advanced architecture of the underlying CrossWind calendar server makes it one of the most scalable applications in its category, offering scheduling coordination for small workgroups to large enterprises.

This scalable design ensures that CyberScheduler will grow with the enterprise. Its robust client/server architecture with distributed databases includes optimizations for multi-threaded architectures to enhance performance. CyberScheduler for Windows takes advantage of your existing servers and networks and does not require any special hardware or software to run.

 

Supported Platforms

CyberScheduler is available for Micorsoft Windows NT 4.x, Windows 2000, 2003, and Windows XP operating systems

 

Supported Web Browsers

Web browsers must support HTML version 2.0 or higher, and JavaScript capability is recommended. There are no hardware requirements or other special requirements except as specified by the browser manufacturer.

 

System Requirements

To use CyberScheduler, you must have both a CrossWind calendar server and CyberScheduler software installed. The following table describes the requirements for the servers that will host the CyberScheduler components.

 

 

 

RAM

 

Disk space

 

Virtual memory

 

Other requirements

CrossWind calendar server and CyberScheduler agent

Minimum recommended by OS

3 MB

500 KB per active user in the database

Disk and memory usage will increase over time depending on number of users and habits of use. 100 MB per 100 users per year of use is a good rule of thumb.

CyberScheduler Web component

Minimum recommended by OS

0.5 MB

Minimum recommended by OS

Web server software must support HTML forms with GET and POST CGI methods.

 

INSTALLING CYBERSCHEDULER

Installation Overview

The installation process for CyberScheduler involves installing two integrated software applications, the CrossWind calendar server (formerly the "Synchronize server"), and the CyberScheduler user interface application. The procedures for installing these are described in this document.

The CyberScheduler application comprises two components. The "CyberScheduler Web component" is installed on the machine that hosts your Web server, and the "CyberScheduler agent" is installed with your CrossWind calendar server. If the same machine will host both your Web server and your CrossWind calendar server, then you will be able to install the calendar server and both CyberScheduler components at the same time. If the servers are on two different machines, then you must install the CyberScheduler agent on the machine that hosts the calendar server, and then install the CyberScheduler Web component separately on the other machine. You may wish to have your Webmaster install the CyberScheduler Web component for you if you do not have sufficient access to that host.

After installation, you must set up user accounts by adding a line to the users file for each user who will access CyberScheduler.

Installing the CyberScheduler Components

Once you have downloaded the necessary file(s), you will need to determine the sequence of installation. If you plan to install the CrossWind calendar server on the machine that hosts your Web server, then you can run the installation once on that machine to install all of the components. If you plan to install the components separately and/or on different machines, CrossWind recommends that you first install the calendar server (and associated CyberScheduler agent), then install the CyberScheduler Web component. When you run the installation, you choose which components to install. Links to instructions for installing the individual components are provided below:

Starting the installation program.

Installing the CrossWind calendar server.

Installing the CyberScheduler agent.

Installing the CyberScheduler Web component.

 

Starting the Installation Program

The installation procedure for CyberScheduler on Windows is executed through a standard graphical interface.

  1. Start Windows and log on as an administrator (or a user with administrative privileges).


  2. Download the current CyberScheduler self-extracting executable file from CrossWind’s FTP server, or locate the file on the media provided.


  3. Double-click the file. (If you are running Windows NT 3.5, select the file from the Program Manager or File Manager, then pull down the File menu, select Run and click OK.) The file will self-extract and the installation process will begin.

The installation program will install the components you specify at the beginning of the installation process.

 

Installing the Crosswind Calendar Server

Installation Details

  1. Start the installation process by following the instructions in Starting the Installation Program.


  2. In the "Select Components" dialog box, click the check box to install the CrossWind calendar server. You may also choose to install CyberScheduler by clicking its check box, or CyberScheduler can be installed separately at a later time.


  3. If this is a new installation of the CrossWind calendar server, you will be required to enter your CrossWind calendar server license key. If you don’t have a license, please contact your CyberScheduler supplier to obtain one.


  4. This installation procedure will install the CrossWind calendar server as a Windows service. In the "Select Startup Mode" dialog box, use the default setting "Automatic Startup" unless you prefer to start the server manually through Control Panel/Services every time you re-boot your machine.


  5. The installation procedure will ask you where you want to install the CrossWind calendar server and sample database. The default location is \CrossWind\CalendarServer on your hard drive. You may choose to install in any other directory accessible on the system (except network drives).


  6. The CrossWind calendar server will now be installed. See the After Installation section below for additional information.


  7. Continue to the Creating User Accounts section to add user accounts.

 

After Installation

The service for the CrossWind calendar server can be stopped and started in the Services dialog box accessed from the Windows Control Panel. The server will be listed as "CrossWind Synchronize Server."

The installation procedure will also create a new key in your Windows registry under the pre-defined HKEY_LOCAL_MACHINE\SOFTWARE\ key. The new key will be created as CrossWind Technologies\Synchronize Server\Current Version\. Five value entries are created under this key:

  • License: Your license string. You can modify/update your license by editing this entry.


  • License Expiration Date: The date your CrossWind calendar server license expires.


  • License User Maximum: The number of CyberScheduler users that can access the CrossWind calendar server.


  • SYNCHROPATH: The installation location. The CrossWind calendar server for Windows uses the value of this entry to locate the database files.


  • Version: The version of the currently installed software. You should not change the value of this entry.

 

Upgrading

The procedure for upgrading from a previous version of the CrossWind calendar server is similar to that for installing, with the following exceptions:

  • The installation program will detect your existing installation and confirm your intent to upgrade.


  • You will not be prompted to enter a license; rather it will use your existing one.


  • You will not be prompted to specify the startup type for the service. Your previous setting will be used.

 

Installing the CyberScheduler Agent

The CyberScheduler agent is installed on the same machine that hosts your CrossWind calendar server using the same installation program. The calendar server must already be installed before you install the CyberScheduler agent.

 

Installation Details

During the installation of the CyberScheduler agent, the following files will be installed:

  • websyncd.exe - This is the CyberScheduler agent that is installed in the directory in which your CrossWind calendar server is located.


  • websync.exe - This is the CyberScheduler Web component.


  • CyberSchedRelNotes.txt, readme.txt - These are text files for the release notes and release contents/contact information, respectively. These documents are installed in the CyberSchedDocs directory within the directory in which your CrossWind calendar server is located (e.g., C:\CrossWind\CalendarServer\CyberSchedDocs).

 

  1. If you have just installed the CrossWind calendar server on your machine and you are already running the installation program, proceed to Step 2.
  1. Otherwise (i.e., if you are installing the CyberScheduler agent separately), start the installation program as described in Starting the Installation Program.


  2. Select only CyberScheduler in the "Component Selection" dialog box. Remember that a CrossWind calendar server must already be installed on this machine.
  1. Next, select the CyberScheduler agent (and optionally the CyberScheduler Web component if this machine also hosts your Web server) in the "Component Selection" dialog box.


  2. In the "Select Startup Mode" dialog box, use the default setting, "I would like the Agent to start automatically" unless you prefer to start the CyberScheduler agent manually through Control Panel/Services every time you re-boot your machine.


  3. The installation will now find the directory in which your CrossWind calendar server is located and notify you that the CyberScheduler agent will be installed in the same directory (e.g., C:\CrossWind\CalendarServer).


  4. The final prompt is, "You may now specify whether or not e-mail notification should be enabled for all users when they are scheduled for meetings. (If you enable e-mail notification now, any users who had previously opted to not receive e-mail will have their settings changed.) Enable e-mail notification for all users?" This globally sets the option for all users to receive e-mail when they are invited to events in CyberScheduler. Note: If you choose to enable e-mail notification, please be sure to see the "E-Mail" section of the online support pages at http://www.crosswind.com/cybsprt2.htm for important details about configuring e-mail delivery.

 

Running the CyberScheduler Agent

The service for the CyberScheduler agent on Windows can be stopped and started in the Services dialog box accessed from the Windows Control Panel. The server will be listed as "CrossWind CyberScheduler Agent." The installation procedure will also create a new key in your Windows registry under the pre-defined HKEY_LOCAL_MACHINE\SOFTWARE\ key. The new key will be created as CrossWind Technologies\CyberScheduler Agent and Web Component\2.1\.

 

Installing the CyberScheduler Web Component

Before You Begin

Installing CyberScheduler requires that you know a little about your existing Web server configuration/layout. You should know the following details before beginning installation:

  • Your Web server's document root directory - This is the directory that contains all user-accessible Web documents on your Web server. For example, NCSA/Apache's document root might be located in server_root/htdocs. A Netscape Web server's document root can be determined via the Netscape Administration Server by locating the value of the "Primary Document Directory" under the "Content Mgmt|Primary Document Directory" screen. A Microsoft IIS Web Server’s document root can be determined by accessing your IIS Internet Service Manager.


  • The HTML files installation directory - This is the directory on your Web server that will contain the CyberScheduler HTML files. The installation process will place a login.html file in this directory that corresponds to your choice of the English or German version of CyberScheduler.

If the directory where you plan to install your CyberScheduler HTML files is not located within the Web server’s document root directory, then you will need to create an alias in your Web server software for the HTML files installation directory. Since the CyberScheduler installation program will ask you for this alias, CrossWind recommends that you create aliases on your Web server first, then run the CyberScheduler installation. Conversely, if your HTML files installation directory will be located within the Web server’s document root directory, then you will not be prompted for an alias.

An alias is simply a name that’s mapped to an existing directory. For example, you might want to set up your Web server software to recognize "CyberSched" as a mapping to the absolute path of your CyberScheduler HTML files installation directory at C:\WebServerName\htdocs\CyberScheduler. After the installation is completed, you would access CyberScheduler through your Web browser with the URL: http://host/CyberSched/login.html.

  • The CGI executables installation directory - Most Web server configurations have options that allow or deny execution of CGI executables based on their location or MIME type (i.e., filename suffix, such as .exe, .cgi or .pl). If your Web server configuration only allows CGI executables to reside in a particular directory, then you must specify that location during installation when asked for the location of the CyberScheduler CGI executable.

If you specify a CGI executables installation directory that is not located within your Web server’s document root directory, then you will need to create an alias in your Web server software for the CGI executables installation directory. The CyberScheduler installation program will ask you for this alias, so it’s best to create the alias on your Web server before running the CyberScheduler installation. Conversely, if your CGI executables installation directory will be located within the Web server’s document root directory, then you will not be prompted for an alias.

The alias for your CGI executables installation directory will be another name, different than the one you chose for your HTML files installation directory alias, that maps to the directory where your CyberScheduler CGI executable (websync.exe) will be located by your Web server software. For example, you might want to set up your Web Server to recognize the alias, "CyberCGI" as a mapping to the absolute path of your CyberScheduler CGI executables installation directory at C:\WebServerName\cgi\docs\CyberSched. After the installation is completed, your Web server would access websync.exe through the URL: http://host/CyberCGI/websync.exe.

If you need help configuring aliases for Microsoft IIS server, please see Appendix A; if you need help configuring aliases for Netscape FastTrack server, please see Appendix B. You will be asked for the alias names during the CyberScheduler installation.
 

Installation Details

  1. If you have just installed the CrossWind calendar server and/or the CyberScheduler agent on your machine and you are already running the installation program, proceed to Step 2.
  1. Otherwise (i.e., if you are installing the CyberScheduler Web component separately), start the installation program as described in Starting the Installation Program.


  2. Select only CyberScheduler in the first "Component Selection" dialog box.


  3. Select the CyberScheduler Web component in the second "Component Selection" dialog box.
  1. In the first "Enter the directory path of..." dialog box, enter the fully qualified directory path for your Web server’s document root directory (see Before You Begin, above), then click "OK."


  2. In the next "Enter the directory path of..." dialog box, enter the complete path of the HTML file installation directory (see Before You Begin, above), then click "OK." If you enter a path for a directory that does not exist, the installation program will offer to create it for you.


  3. If your HTML file installation directory (from Step 3) is not contained within the directory of your Web server’s document root (from Step 2), then you will be prompted to enter an alias for the HTML file installation directory. Enter the alias you associated with the HTML file installation directory. PRECEDE THE ALIAS WITH A FORWARD SLASH. For example, if the alias is "CyberSched," enter "/CyberSched" in the dialog box. After the installation program confirms the information entered so far, it copies some files to their appropriate destinations.


  4. Next the installation program presents another "Enter the directory path of..." dialog box: this one asking for "The CGI executable’s installation directory." Enter the complete path of the directory, then click "OK." Again, if you enter a path for a directory that does not exist, the installation program will offer to create it for you.


  5. If the CGI executable’s installation directory (from Step 5) is not contained within the directory of your Web server’s document root (from Step 2), then you will be prompted to enter an alias for the CGI executable’s installation directory. Enter the alias you associated with the application directory. Once again, PRECEDE THE ALIAS WITH A FORWARD SLASH. For example, if the alias is "CyberCGI," enter "/CyberCGI" in the dialog box. The installation program will again confirm your entries, then install the necessary files.


  6. In the "CyberScheduler Web Component: Host Name" dialog box, you may optionally enter the name of the machine that hosts CyberScheduler. This is the default CrossWind calendar server host name that users will see each time when logging in. If you leave this entry blank, users will have to type the host machine’s name in the login page.


  7. Next, the installation program asks you to select your language preference. Check "English" or "German." A copy of the appropriate (language-specific) login.html will be copied into the directory you specified as your HTML files installation directory. Users must have access to the login.html file in order to log in through their browsers.

If you entered an alias for your HTML files installation directory in Step 4 above, users will login to CyberScheduler using the URL: http://host/<alias>/login.html.

If you did not use an alias, users will login to CyberScheduler using the relative path from your Web server’s document root directory to the login.html file in your HTML files installation directory. For example, if your Web server’s document root directory is C:\WebServerName\htdocs and you specified C:\WebServerName\htdocs\CyberSched\html as your HTML files installation directory, then the URL to login to CyberScheduler would be http://host/CyberSched/html/login.html.

 

After Installation

The login.html file contains four "hidden variables" that control how CyberScheduler is presented to users. The defaults for these variables are dependent on the selected language, and may be changed to globally reflect the users’ preferences. Edit the login.html file using a text editor such as Notepad.

  • "dow" - The setting of this variable determines the first calendar day of the week. The default for this variable is "sun" (Sunday) in the English login.html, and "mon" (Monday) in the German login.html.


  • "dmy" - If set to "On", dates will be displayed in the dd/mm/yy format; if set to "Off", dates will be displayed in the mm/dd/yy format. The default for this variable is "Off" in the English login.html and "On" in the German login.html.


  • "tfh" - If set to "On", time will be displayed as 0:00 to 23:59; if set to "Off", time will be displayed as 12:00am to 11:59pm. The default for this variable is "Off" in the English login.html and "On" in the German login.html.


  • "lan" - This variable determines the language displayed. The default for this variable is "En_US" in the English login.html and "De" in the German login.html.

 

Creating User Accounts

A CyberScheduler account with a login of "demo" is provided in the sample database shipped with CyberScheduler. If a user does not have an entry in users file, then the user can log in as "demo" to use a sample CyberScheduler calendar.

Once the CrossWind calendar server is installed, you should edit the users file with a text editor and enter the names of the users who will be using CyberScheduler. User names can be entered in any order and sorted by the Administrator for convenience. The order in which names appear in the users file is the order in which they will be presented to users. Entries should be added with the following format:

CyberScheduler_name, login_name, e-mail_address, CyberScheduler_alias

The above fields are defined as follows:

CyberScheduler_name

This field is the user’s CyberScheduler name. It is mandatory and must also be unique within the database. Once entered and used, this field must never change. If it changes, CyberScheduler will not be able to find the calendar items for that user and all entries for that user will have been lost. Use the optional CyberScheduler_alias field (see below) to change a CyberScheduler user’s name once it has been established.

login_name

For all CyberScheduler users this field must contain the user's login name and should be unique within the local database. It can be changed at any time to reflect a new login. This field must be left blank for "non-human" resources like conference rooms.

e-mail_address

This field is optional, and is used to designate an e-mail address for the user. If this field is omitted, then the login_name will be used by default as the e-mail address. This field is typically necessary when the e-mail system needs more information than just the login_name to route e-mail correctly. Since the CrossWind calendar server is running on a Windows NT host, you may optionally add the prefix, "MAPI: " to the user’s address. Doing so indicates that any e-mail to this user must be sent specifically through the MAPI system.

CyberScheduler_alias

This field is optional, and determines how the user’s name will be displayed within CyberScheduler. If this field is omitted, then the CyberScheduler_name is used by default. This field can be used or modified, for example, when a user’s name changes due to marriage. To avoid confusion, it is suggested that you not use a name that conflicts with another local CyberScheduler_name or CyberScheduler_alias, although this is not strictly required.

Commas must separate fields, including blank fields. Any extra white space before or after a comma is optional and will be ignored. If a particular field contains a comma, then you must surround the entire field with double quotation marks so that the comma will not be interpreted as a field separator. You should take care to hit Return or Enter at the end of the last line in the file. Most of the time it will not be a problem, but some text editors fail to automatically include an end-of-line character before the end-of-file thereby causing the last line to be ignored. Here is an example of entries in the db/users file:

Joe, jclark, , Joey
+Larry,lsmith,lsmith@mantle,
Rhonda, rjones, , Rhonda Jones
"Karlsen, Jim", jkarlsen,,Jim
Joseph, joe,, Joe
Conference Room A, , ,
Slide Projector

Note: The leading "+" for Larry indicates that he is a CyberScheduler administrator. See the Additional Support Information section below for instructions to get more information about CyberScheduler administrators.

 

ADDITIONAL SUPPORT INFORMATION

For additional support and administration documentation, visit the CyberScheduler Technical Support web site at http://www.crosswind.com/cybsprt2.htm. You'll find helpful system administration information including these topics:

  • Designating Non-Human Resources (such as conference rooms and equipment)
  • User Account Administration
  • Designating a CyberScheduler Administrator
  • CyberScheduler Passwords
  • Hierarchical User Groups
  • Editing the Holiday File
  • E-Mail Administration
  • Database Maintenance

APPENDIX A

Help on Microsoft IIS Web Server Configuration

Follow these instructions if you choose to create aliases on your Microsoft IIS Web Server:

  1. To create an alias that corresponds to a document directory that CyberScheduler will use to store various resources:


    1. Access your IIS Internet Service Manager. Highlight (i.e., click once on...) the Web Site that you’d like the CyberScheduler Web component to belong to. For example, you might highlight the "Default Web Site" that IIS automatically installs if you haven’t created a different one yet.


    2. Click the "Action" button, and then point to "New," and select "Virtual Directory." This brings up the "New Virtual Directory Wizard."


    3. Enter an alias for the document directory into which the CyberScheduler agent will install its html documents and resources. The alias can be essentially any name you choose; it’s merely a way to reference an actual directory. Click on "Next."


    4. Now enter the physical path of the directory to which you want your alias to correspond. Write down the alias that you’ve created as well as the directory it’s associated with, as you’ll need both pieces of information when installing CyberScheduler.


    5. Finally, click on "Next" again and make sure that the "Allow Read Access" permission is set, then click on "Finish."


  2. To create an alias that corresponds to an application directory that CyberScheduler will use to store its CGI method:


    1. Once again, access your IIS Internet Service Manager. Highlight (i.e., click once on...) the same Web Site that you highlighted in step 1a. above.


    2. Again, click the "Action" button, and then point to "New," and select "Virtual Directory." This brings up the "New Virtual Directory Wizard" once again.


    3. Enter an alias for the application directory into which the CyberScheduler agent will install its CGI method. As before, the alias can be essentially any name you choose. Click on "Next."


    4. Enter the physical path of the directory to which you want your alias to correspond. As before, write down the alias that you’ve created as well as the directory it’s associated with, as you’ll also need those two pieces of information when installing CyberScheduler.


    5. Finally, click on "Next" again. This time make sure that the "Allow Execute Access" permission is set, then click on "Finish."

 

APPENDIX B

Help On Netscape FastTrack Web Server Configuration

Follow these instructions if you choose to create aliases on your Netscape FastTrack Web Server:

  1. To create an alias that corresponds to a document directory that CyberScheduler will use to store various resources:


    1. Access your FastTrack Administrator Server. Under the "SERVERS SUPPORTING GENERAL ADMINISTRATION" heading, click on the gray button labeled with the appropriate server host name. Next click on "Content Management" and "Additional Document Directories." Map a URL prefix to a directory that you've already created. This URL prefix will be the "installation directory alias" that the CyberScheduler installation program refers to, so write it down! For example, if I have created a subdirectory called "CyberSched" under my Primary Document Directory "C:\Netscape\SuiteSpot\docs," then I would enter "CyberSched" in the "URL prefix" entry slot and "C:\Netscape\SuiteSpot\docs\CyberSched" in the "Map To Directory" slot. Click "OK."


    2. Click "Save and Apply."


  2. To create an alias that corresponds to an application directory that CyberScheduler will use to store its CGI method:


    1. Again in your FastTrack Administrator Server, click on "Programs" and "CGI Directory" to map a URL prefix to a CGI directory where the CyberScheduler Web component will be located. This URL prefix will be the "CGI directory’s alias" to which the CyberScheduler installation program refers, so write it down, too! Continuing the example above, if I have created a subdirectory "cgi-bin" under my "C:\Netscape\Server" directory, then I would enter "cgi" in the "URL prefix" entry slot and "C:\Netscape\Server\cgi-bin" in the "CGI directory slot. Then click "OK."


    2. Click "Save and Apply" as before.









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