TargetProcess: Installation & Upgrade Guide

If you use Linux or Mac OS X, then consider TargetProcess On-Demand service with full support and good price. The other option is to install Windows on a Virtual Machine.

Prerequisites

To install TargetProcess locally, you need some other software:

  • Windows 2003/XP Pro/Vista/2008 or Windows 7.
  • [FREE] MSSQL 2005/2008 Express or MSSQL 2005/2008 Server
  • [FREE] Internet Information Server 5 or higher.
  • [FREE] .NET Framework 3.5 Service Pack 1.

The fastest way to install all those apps is to use a really cool Microsoft Web Platform Installer

Follow 5 minutes video to watch complete installation process on Windows 7.
Here is the direct link to install everything you need to run TargetProcess
http://www.microsoft.com/web/gallery/install.aspx?appid=SQLExpress;IISForASPNET

Just click it and follow installation instructions. You should select Web Server, Frameworks and Database options.

webpi

During SQL Server Express installation you will be prompted with a dialog to enter password. Choose Mixed mode installation and set complex password like ComplexPassword_99 (SQL Server installer hates obvious passwords).

If you have Windows XP, please make sure to download and install .NET Framework 3.5 SP1, open Console window, go to %windir%\Microsoft.NET\Framework\v2.0.50727 (or %windir%\Microsoft.NET\Framework64\v2.0.50727) folder and run aspnet_regiis -i command.

Now we are ready to install TargetProcess.

TargetProcess Installation

You downloaded TargetProcess and have TP-2.x.x.xxxxx-setup.zip file. Extract it and run TP-2.x.x.xxxxx-setup.exe, then follow installation steps.

Installer automatically sets default values such as Virtual folder. You may leave them as is.

Upgrade TargetProcess

Database Server Name should be <NETBIOS_SERVER_NAME>\SQLEXPRESS (e.g. mylaptop\SQLEXPRESS). You can try to use .\SQLEXPRESS if SQL Express is installed locally.

Upgrade TargetProcess

Have a cup of coffee (or tea) and give installer several minutes to do the job. Then open web browser and run TargetProcess http://localhost/TargetProcess2

How to Apply Licenses

You have just one license after installation (1 license = 1 active user that may login into TargetProcess) and now it's time to apply more licenses.

You should receive License Key by Email, it looks like 8D5B1FDD-2515-45B2-ACF5-AAE9398F9D2D. If you don’t have License Key, please contact support@targetprocess.com to resolve the problem

Go to Admin → License and click “Register your copy of TargetProcess”.

Automatic Activation

  1. Select Automatic activation.
  2. Enter your License Key and click Next.

Now you've applied your License Key.

Apply license

Manual Activation

If automatic activation failed, try manual activation.

  1. Download License Key File from Customer Center at https://customercenter.targetprocess.com. You should login into Customer Center using your License Key.
  2. Select Manual activation.
  3. Upload the License Key File.

Now you've applied your License Key.

Configure (optional)

Configure Culture

If you want to change default culture (en-US), open web.config file and change the following parameter

<globalization requestEncoding="utf-8" responseEncoding="utf-8" culture="en-US" uiCulture="en-US" enableClientBasedCulture="false"/>

For example, to set Italian culture

<globalization requestEncoding="utf-8" responseEncoding="utf-8" culture="it-IT" uiCulture="it-IT" enableClientBasedCulture="false"/>

Check complete list of cultures.

Database user and TargetProcess application should have the same language, otherwise there will be problems with date conversions. For example, if TargetProcess accesses database with sa user and configured for Italian culture in Web.config, sa user should have Italian as Default Language (to check that, open SQL Server Enterprise Manager, click Security → Logins, find sa user and check it Default Language setting)

Configure Files Storage

TargetProcess stores uploaded files on hard drive by default, but you can change the setting and store files in database. Open web.config and set the following parameter to true

<add key="Attachment.UseDatabase" value="True"/>

Integrated Windows Authentication

TargetProcess supports Integrated Windows Authentication. Two actions required to enable them:

  1. Enable Integrated Windows Authentication for TargetProcess virtual folder:
    IIS Manager -> Authentication and access control for your TP virtual folder.
IMPORTANT: Disable anonymous access, otherwise integration will not work

Integrated Windows Authentication

  2. Specify Active Directory User Logon Name for users in TargetProcess (for example if you have windows domain CompanyDomain and user login ted, then you should specify Active Directory User Logon Name as CompanyDomain\ted).
    When user will access TargetProcess he will be automatically authenticated and redirected directly to Dashboard screen.

User Logon Name

Those who use IIS 7.5 version and want to restrict external access should disable Forms Authentication.

Forms Authentication

If you want grant access to TP site to external and internal users (in your domain) you should enable Windows Authentication and Forms Authentication.

TargetProcess Installation from Archive

We strongly don't recommend to install TargetProcess from archive. It is much harder and you will have to upgrade from archive as well which is quite time-consuming. If you still have to do that for some reason, check TargetProcess Installation From Archive Guide.

TargetProcess Upgrade

Visit your account in Customer Center, login with your license key and download the latest version of TargetProcess.

  1. Create database backup. Here is the article that reveals database backups magic.
  2. Create application backup. Copy all files from TargetProcess folder (most likely the folder is C:\inetpub\wwwroot\TargetProcess2) to a safe location.
  3. Unzip installer and run it. Select Update previous version:

Upgrade TargetProcess

TargetProcess will be upgraded automatically.

Requirements

Server

Minimal

CPU: 2 GHz or higher
Memory: 1 GB or higher

Recommended

CPU: Dual Core 2.5 GHz or higher
Memory: 4 GB or higher

Client

Web browser:

  • Google Chrome
  • FireFox 3+
  • Safari 3+
  • Internet Explorer 7+ (not recommended)

Chapters

  1. Prerequisites
  2. TargetProcess Installation
  3. TargetProcess Upgrade
  4. Requirements

Last updated: 15 June 2010

If you have any problems with installation, please email us, or
visit Help Desk.