| smc HomeSite / smc HomeSite Lite | Installation Instructions |
Updated 07/06/2003 This document is provided to guide you through the the installation process of smc HomeSite, smc HomeSite Lite and smc HomeSite Calculator Pack. If you are installing smc HomeSite Lite or smc HomeSite Calculator Pack, all installation instructions are identical with the exception of the file paths listed below during installation: For smc HomeSite lite, replace all instances of hs10 with hsl10. This zipped package you have downloaded consists of 2 primary elements : 1) smc HomeSite SCRIPT Components in folder 'SCRIPT_ROOT' 2) smc HomeSite IMAGE Components in folder 'WEB_ROOT' The installer of this software should posses basic understanding of web server permissions, creating and navigating folders on a web hosting account and using FTP to transfer files. BEFORE YOU BEGIN PLEASE CONFIRM YOU HAVE OBTAINED THE FOLLOWING INFORMATION FROM AN SMC TECHNOLOGIES SUPPORT REPRESENTATIVE BEFORE YOU BEGIN INSTALLATION : CLIENT ACCOUNT NUMBER ( Example : 00185 ) SOFTWARE LICENSE KEY Later in this document, the CLIENT ACCOUNT NUMBER will be referred to as ACCOUNT_NUMBER, and the SOFTWARE LICENSE KEY will be referred to as SOFTWARE_KEY. Be sure to enter the proper information when instructed to do so. YOU WILL NEED THE FOLLOWING INFORMATION DURING THE INSTALLATION PROCESS, PLEASE OBTAIN IT BEFORE CONTINUING : SERVER TYPE ( UNIX/LINUX OR WINDOWS ) If you have a UNIX/LINUX SERVER: Sendmail Path ### NOTE ### If you use a WINDOWS Server, Your server must be configured to have the .cgi extension mapped in your server configuration to the file : PerlIs.dlL This configuration is -required- for proper installation. If this configuration is not possible, please contact an smc technologies representative for installation information. There may a fee involved to configure smc HomeSite to operate on an WINDOWS server that cannot be configured as described above. UNPACKING/INSTALLING YOUR SOFTWARE 1) UNZIP the downloaded package file to a local directory on your pc or web server. Locate the folder "SCRIPT_ROOT" and the folder "WEB_ROOT" for later reference. 2) Connect to your web hosting service provider via FTP and browse to the directory structure for your account. 3) Locate and enter the script folder ( often named cgi-bin or cgi-local or cgi ) on your web hosting account. Example: /var/www/cgi-bin 4) Upload all folders and files from the package folder SCRIPT_ROOT to the script folder of your web hosting account When the upload is finished, you will have a single directory located within the script folder for your web hosting account. Example: /var/www/cgi-bin/hs10 5) Locate and enter the root document folder for HTML documents and files for your web hosting account Example: /var/www NOTE: Make a note if your script folder ( such as cgi-bin ) lies -within- the root HTML folder, or lies -outside- of the root HTML folder. If the cgi-bin lies OUTSIDE of the HTML root folder, your HTML folder uses a virtual folder. This virtual folder ( often named 'html' or 'htdocs' ) will need to be recorded for later. 6) Upload all folders and files from the package folder WEB_ROOT to the root document folder of your web hosting account When the upload is finished, you will have a 2 new directories located within the root document folder for your web hosting account. Example: /var/www/hs10img CONFIGURING SOFTWARE The following instructions will make repeated use of the terms SCRIPT_ROOT, WEB_ROOT and ACCOUNT_NUMBER SCRIPT_ROOT pertains to the script folder of your web hosting account that you have uploaded smc HomeSite SCRIPTS, for example: /var/www/cgi-bin WEB_ROOT pertains to the root html folder of your web hosting account that you have uploaded smc HomeSite IMAGES, for example: /var/www ACCOUNT_NUMBER pertains to the new account number assigned to you from your purchase. Check your license email for your new account number, for example: 02304 1) Using your FTP Client, browse to the following path : SCRIPT_ROOT/hs10/ 2) Rename the folder 'hs10_9800' to 'hs10_ACCOUNT_NUMBER' 3) Using your FTP Client, browse to the following path : WEB_ROOT/hs10img/ 4) Rename the folder 'hs10img_9800' to 'hs10img_ACCOUNT_NUMBER' ### If you are using a WINDOWS Server and your WINDOWS Server , you may skip to step 8 5) Using your FTP Client, set the permissions on the following folders to 777 ( rwx,rwx,rwx ) Note: smc HomeSite Calculator Pack will not have all directories listed below. This is normal. SCRIPT_ROOT/hs10/hs10_ACCOUNT_NUMBER/main/data SCRIPT_ROOT/hs10/hs10_ACCOUNT_NUMBER/wizard WEB_ROOT/hs10img/hs10img_ACCOUNT_NUMBER/listing 5) Using your FTP Client, set the permissions on the following files to 777 ( rwx,rwx,rwx ) SCRIPT_ROOT/hs10/hs10_ACCOUNT_NUMBER/main/*.cgi 6) Using your FTP Client, set the permissions on the following file to 755 ( rwx,r-x,-r-x ) SCRIPT_ROOT/hs10/hs10_9800/installer/installer.cgi 7) ( Optional for WINDOWS ) Download the following file, and change line #1 to your perl path with the syntax : #! PERL_PATH. Upload the file once changed. SCRIPT_ROOT/hs10/hs10_9800/installer/installer.cgi 8) Using your web browser, enter the location of the installer script using the following example. http://www.yourwebsite.com/cgi-bin/hs10/hs10_ACCOUNT_NUMBER/installer/installer.cgi 9) Enter the proper fields of information : a) Indicate if you have a UNIX or WINDOWS server b) Indicate the full path to Perl5 ( UNIX / WINDOWS ) c) Indicate the full path to Sendmail ( UNIX ) d) Indicate SMTP information ( WINDOWS ) e) Indicate the PRIMARY DOMAIN to be used with your software. This is your actual domain or ip address. If using a domain, enter it as 'www.domain.com'. -Do not- include 'http://' in the domain information. f) Indicate the full path to the installer script. You must provider the full server path to the actual installer.cgi script. If you are not sure, you can erase the field completely, and press "UPDATE SETTINGS" the installer will attempt to find the information for you. If you receive a "FOLDER NOT FOUND" message, please consult your web hosting provider or server administrator for this information. g) Indicate the cgi-bin folder that contains your cgi scripts. This is usually "cgi-bin" or "cgi" or "cgi-scripts". If you are not sure , contact your web hosting provider or server administrator. h) Indicate the virtual directory folder that contains your web documents, if you do not have a virtual directory for your web content ( htdocs for example) , leave this field blank. If you are not sure , contact your web hosting provider or server administrator. i) Indicate your ACCOUNT_NUMBER 10) Press "UPDATE SETTINGS" 11) Confirm that information entered was recorded. If not, see troubleshooting section at the bottom of this document. 12) Press "PROCEED WITH INSTALLATION" 13) Please enter your SOFTWARE KEY where indicated "PROVIDE SECURITY KEY" 14) Press CONFIGURE SOFTWARE 15) Your key will be verified, and the software will be configured and activated. If there are error messages, please see the troubleshooting section of this document 16) Make a note of or bookmark your LAUNCH PAGE displayed and Return to the Main Menu by pressing "MAIN MENU" 17) Press "RESET / REGISTER PASSWORD" 18) Press "RESET / REGISTER PASSWORD" once more. 19) A welcome screen, including login information and launch page URL will be sent to the registered license owner for the software key installed. 20 ) Using your FTP Client, set the permissions on the following files to 755 ( rwx,r-x,r-x ) SCRIPT_ROOT/hs10/hs10_ACCOUNT_NUMBER/main/*.cgi 21) ** IMPORTANT ** After you have confirmed your software admin and front page appear ( access from your launch page ), using your FTP Client, set the permissions on the following file to 644 ( rw-,r--,-r-- ) SCRIPT_ROOT/hs10/hs10_ACCOUNT_NUMBER/installer/installer.cgi This must be done to prevent public access to your installation configuration 22) YOUR SOFTWARE IS NOW READY FOR USE !!!! ############## INSTALLATION OF SMC HomeSite IS NOW COMPLETE ################# The remainder of the instructions used to setup your software can be found within the administration area of your software. If you have questions concerning this process, or need assistance with your installation, please contact smc technologies support at smc-support@smctechnologies.com Thank you again for choosing smc technologies! ############################# TROUBLE SHOOTING ############################## The smc technologies INSTALLER has been designed to make the installation of our software as hassle free as possible. There are instances, however that a unique server configuration requires additional changes. Please review the tips below if you find you have run into any problems during the installation of your software. If you have a problem that cannot be found here, please contact an smc technologies support representative at smc-support@smctechnologies.com. # PROBLEM : Installer screen does not come up >> If you are running UNIX, Check your permissions for the file : SCRIPT_ROOT/hs10/hs10_9800/installer/installer.cgi Be sure they are set to 755. >> If you are running UNIX, Check your perl path on the script : SCRIPT_ROOT/hs10/hs10_9800/installer/installer.cgi Download the script with a text editor, and make sure the first line reads : #! PERL_PATH Where PERL_PATH is the actual path to Perl 5 on your server. For example : #! /usr/bin/perl >> If you are running WINDOWS, Be sure the .cgi extension has been mapped to the .dll file PerlIs.dll in your server configuration. # PROBLEM : Installer does not update settings I enter. >> This happens on some UNIX servers. You will need to set additional permissions so that the software can properly write to files it needs to access . Set the permissions of all files in the following folders to 777 SCRIPT_ROOT/hs10/hs10_ACCOUNT_NUMBER/main/data SCRIPT_ROOT/hs10/hs10_ACCOUNT_NUMBER/wizard WEB_ROOT/hs10img/hs10img_ACCOUNT_NUMBER/listing WEB_ROOT/smc_launch ## PROBLEM : When I finish the installation, the launch page is not there >> Check and confirm that you have entered the proper virtual folder name or confirm that it is blank if you do not have a virtual folder for your web documents. >> Check and confirm that the following path is set to 777: WEB_ROOT/smc_launch ## PROBLEM : When I finish the installation, I have the launch page but the software does not work. >> ( UNIX ) Be sure to follow the instructions step by step from step 5. If you have a UNIX server, your files may not have been updated. Check the time/date stamp of the files, and confirm they were changed when you activated the installation .Confirm the .cgi scripts in these two folders are set to 777 prior to activating the installation: SCRIPT_ROOT/hs10/hs10_ACCOUNT_NUMBER/main/*.cgi >> ( UNIX ) Check that the following scripts were set back to 755 after confirmation of above. >> ( WINDOWS ) Be sure the .cgi extension has been mapped to the .dll file PerlIs.dll in your server configuration. ## PROBLEM : I pressed the "RESET / REGISTER PASSWORD" button, but I did not receive email. >> ( UNIX ) Check the sendmail path entered in the installation screen. >> ( WINDOWS ) Confirm that the SMTP settings are correct. >> The login information is sent to the license owners of the software. Contact the license owner of the software. ## PROBLEM : Installer says "INVALID KEY" >> You have entered an invalid key for your software and account number. Please contact an smc support representative at smc-support@smctechnologies.com ## PROBLEM : Installer indicates errors creating folders >> You have not entered the proper virtual folder or full path to installer script. Please check and confirm all settings on installer main page. If you have a problem that was not found here, please contact an smc technologies support representative at smc-support@smctechnologies.com for prompt and courteous support. ############################################################################ If you have any questions concerning this configuration process, please email us at smc-support@smctechnologies.com |
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