SmarTeam Web Service for Live Applications: Installation and Deployment

SmarTeam Web Service for Live Applications is a software component that enables you to use a client with the SmarTeam product as the data source. The metadata, Product structure and files are retrieved from the SmarTeam Server and can be viewed via the client.

This page discusses:

Installation Checklist

You must complete all the stages in this checklist to successfully install SmarTeam Web Service.

TaskM/O*Reference
Verify hardware and software requirements MSmarTeam Hardware and Software Requirements Guide on the SmarTeam Documentation CD, SmarTeam - Web Editor/Navigator section.
Verify that IIS exists and runs on your computer MSupported Application Servers
Install SmarTeam - Editor Client (compatible release) MSmarTeam - Editor Installation Guide on the SmarTeam Documentation CD. For cross-release compatibility, see Checklist for Deploying the ENOVIA SmarTeam V5 Connector.
Define in Microsoft® Windows the user who will run any application using the SmarTeam Connector MDefining a SmarTeam Web Service User in Windows
Verify that you have administrative privileges on your local machine MAdministrative Settings for SmarTeam Web Service User
Run the SmarTeam Connector product installation MRunning the Installation
Configure IIS machine with one of these options, depending on your company's needs and requirements:

  • Vault File Settings (LAN)
  • Vault File Settings (WAN)

MPost Installation: IIS Machine

* M = Mandatory; O = Optional

Prerequisites

Before installing the SmarTeam Web Service, you must perform the following steps in the order specified.

Install IIS if it does not exist.

Note: When using Microsoft® Internet Information Services (IIS) as your Web server, you must install IIS before Microsoft .NET Framework 2.0. If you installed IIS after Microsoft ® .NET Framework 2.0.
Note: You are advised to check the Service Pack Program Directory (Release Notes) to see if there has been an update to this document since the main release.

Supported Application Servers

The SmarTeam Web Service supports Microsoft® Internet Information Services (IIS).

Before you start the installation process, verify that IIS runs successfully on your machine by checking that the World Wide Web Publishing Service is running.

IIS is automatically included on your system when installing Microsoft® Windows 2000. It is not included in Microsoft® Windows 2003.

Windows 2003 Configuration

Special configuration is required if you have Microsoft® Windows 2003 on your system. Review all the cases below to see which case applies to you.

Case 1: If you have Microsoft® Windows 2003 and IIS does not exist on your system, perform the following steps:

  1. Add the "Application Server" role via "Configure Your Server Wizard" as follows:

    • Select Start > Settings > Control Panel > Administrative Tools > Configure Your Server Wizard.
    • In the Welcome to Configure Your Server Wizard window, click Next.
    • In the Preliminary Steps window, click Next.
    • In the Server Role window, select Application server (IIS, ASP.NET) and then click Next.
    • In the Application Server Options screen, select the Enable ASP.NET checkbox and then click Next to complete the Configure Your Server Wizard procedure.

  2. From the IIS Services Manager, navigate to the Web Service Extensions, select Server Side IncludesServer Side Includes and click Allow.
  3. Verify that the ASP.NET status is set to Allowed.

Case 2: If you have Microsoft® Windows 2003 and IIS exists on your system:

  • Verify that the items in Case 1, Step 2 are allowed in the Web Service Extensions.

Case 3: The SmarTeam Web Service user is automatically added to local IIS_WPG group during the SmarTeam Web Service installation process.

  • If you are going to use a domain user as the SmarTeam - Web Editor user, you must ensure that the user who is logged into Windows and running the SmarTeam Web Service installation (user with administrative privileges) also has authorization for the domain. This must be done to add the domain user to local IIS_WPG group.

Defining a SmarTeam Web Service User in Windows

The SmarTeam Web Service needs a specific set of permissions to run properly. This includes access to resources on the SmarTeam Web Service machine and on other machines, such as the Vault Server. For this purpose, you are prompted to specify the SmarTeam Web Service user during the SmarTeam Web Service installation. You can provide a local user or domain user account for this purpose.

Whether you decide to use local or domain accounts will depend on your system architecture and security policy in your organization. You can use an existing local user or domain user account, or create a new account for the SmarTeam Web Service installation.

When you are working with a Vault Server, the SmarTeam Web Service user should be assigned to the SmVaultUsers group. This group can be a local group on the vault server machine or a global user group on the domain controller.

Notes:
  • After you use a local or domain user account for the SmarTeam Web Service installation, you must not change the user's password. To ensure that the password cannot be changed, select the User cannot change password option while creating a new user account for a SmarTeam Web Service user. If you change the password of the user, you must uninstall and reinstall SmarTeam Web Service or change the password in all the relevant places, such as Services and IIS.
  • n addition, do not use your personal domain account as the SmarTeam Web Service user. If you use your personal domain account and use your password, depending on your organization's security policy, your account may be locked (as SmarTeam Web Service will still be using your old password).
  • A SmarTeam Web Service user must be defined in Windows before installation and selected during installation.

Defining a Domain User to Be Used as a SmarTeam Web Service User

Your system administrator needs to provide you with a domain user, which can be used during installation.

Defining a Machine (Local) User to Be Used as a SmarTeam Web Service User

To be able to access files and other resources located on your server or on other computers on the network, you must first provide an appropriate username and password with access permissions to these resources in the Computer Management window.

To access the Computer Management window:

  • From the Start button, select Settings > Control Panel > Administrative Tools > Computer Management;

    OR

  • From the desktop, select My Computer and right-click to access a popup menu. Select Manage > Computer Management.

  • From the Computer Management window:

    • Expand System Tools and then Local Users and Groups
    • In the Local Users and Groups tree, select Users. The defined usernames are displayed in the right pane, such as administrator and guest.

To add a new user to the list:

  1. From the main menu, select Action > New User.

    The New User dialog box appears.

  2. In the New User window, complete the fields as follows:
    • Username: Type a username according to Windows specifications (without spaces, etc.), e.g., John_Smith.
    • Full name: Type the user's full name, for example Jonathan Smith.
    • Description: Type a description, such as, Enable SmarTeam Web Service to access files/resources.
    • Password: Type a suitable password, such as JS1234 .
    • Confirm password: Type the same characters to confirm your password.
    • User must change password at next logon: Do not select, because you must use the same password.
    • User cannot change password: Select. We recommend this option because you must not change the password.
    • Password never expires: Select. We recommend this option so that your password can be valid indefinitely.
    • Account is disabled: Do not select. You cannot apply the username of a disabled account.
  3. Click Create.

    The new username is listed in the right pane of the Computer Management window.

    If you have IIS, do not authorize access rights to this username. The installation process will automatically grant the appropriate permissions.

Administrative Settings for SmarTeam Web Service User

To install SmarTeam Web Service, you must have administrative privileges on your local computer.

If the SmarTeam Web Service user is a local user, log in to Windows and run the installation as a local administrator.

If the SmarTeam Web Service user is a domain user, log in to Windows and run the installation as a domain user.

Installing SmarTeam Web Service on a Server

This section provides a step-by-step description of the installation process for installing SmarTeam Web Service Software. It should be installed on a dedicated server, which is networked with SmarTeam - Editor.

Buttons

These buttons are located at the bottom of the installation windows:

  • Next: Confirms the selection in the current window and allows the user to proceed to the next window
  • Back: Enables the user to return to the previous window
  • Cancel: Enables the user to abort the installation setup program without installing SmarTeam Web Service

Installation by Administrator

All SmarTeam products must be installed by a user with Administrator authorization. Depending on the SmarTeam products and tools that are selected for installation, a system message may appear at the end of the installation process, prompting the user to reboot. This indicates that the installation of some components will be completed only after the reboot.

If this occurs, the user performing the installation with local Administrator rights must log in to the system after the reboot.

Running the Installation

To install SmarTeam Web Service, do the following.

  1. Install SmarTeam Web Service using one of the following methods:

    • From the Service Pack CD
    • SmarTeam Web Service software can be launched directly from the CD-ROM by locating and double-clicking on the Setup.exe file in the Kits\SmarTeam Web Service directory. Proceed to Step 4 to continue the installation process (you do not need to type a username and password).
    • If the installation program does not appear on your screen, from the toolbar, click Start > Run to access the Run utility. Type D:\install.exe to run the installation setup program, where D indicates the CD ROM drive in which the SmarTeam Web Service CD is inserted.

  2. From the SmarTeam Web Service for Live Applications InstallShield Wizard window, click Next.

    • Type a username and password to run the SmarTeam Web Service. Use the same username and password that you typed during the SmarTeam server installation. This user is a domain user where the SmarTeam server is located.

    • Username: Type the username in the following format: <Domain or Machine>\ <User Account>. For example: smarteam\johns For more information, see SmarTeam Web Service for Live Applications: Installation and Deployment.
    • Password: Type the SmarTeam server password, which is defined in Defining a SmarTeam Web Service User in Windows, for example JS1234 .
    • Confirm Password: Type the same characters as you previously typed in the password field to confirm your password.

  4. Click Next.
  5. Click Install to start the installation process.
  6. When the installation process is completed, click Finish to exit the InstallShield wizard.

Post Installation: IIS Machine

The SmarTeam Web Service provides the user with two options to connect to SmarTeam. Depending on your company's needs and requirements, you can configure your IIS machine using one of these options.

  • Vault Files setting (LAN): This default option creates a temporary Vault files library on the Internet Information Services (IIS) machine, where SmarTeam Web Service is installed. This option enables the SmarTeam Server to transfer files from the Vault Server to temporary Vault files library so the PLM adapter can retrieve files for SmarTeam Connector via the LAN.

    If you want to set up the LAN option, define the path to the Vault Files location.

    For example: \\Special IIS\F$\...\VaultFiles

  • Vault Files setting (WAN): This option creates a temporary Vault files library on another IIS machine. This option enables the SmarTeam Server to transfer files from the Vault Server to temporary Vault files library so the PLM adapter can retrieve files for SmarTeam Connector via the WAN (HTTP, FTP, etc.)

    If you want to set up the WAN option, assign an appropriate address for the selected protocol (e.g., HTTP, FTP) to the Vault Files location.

    For example: http://100.200.15.55/VaultFiles