Please see hardware and software requirements here: W5 Hardware and Software Requirements/Recommendations
Installing W5, consists of the following:
- Installing Microsoft SQL Server
- Attaching the W5 database
- Creating a SQL Server User Account
- Creating a Folder Share for Document Storage
- W5 Workstation Configuration
- W5 Windows Service Install / Configuration
- Web Server Setup / Configuration
- Pre-configured Workstation Installer
- W5 Automatic Updates
- Installation / Setup Assistance
Installing Microsoft SQL Server
The special considerations during the SQL Server installation are the following:
- Ensure that the authentication mode is set to Mixed mode. When assigning the SA password, be sure to remember what this value is for your own records.
- Ensure that the Collation of the server is set to SQL_Latin1_General_CP1_CI_AS. This may show up within the installer as “Dictionary order, case-insensitive”
- Be sure to apply any Service Packs that Microsoft may have released for the version of SQL Server that you install.
- Make sure that the SQL Server service for your new instance is running and set to start automatically.
- Make sure that the SQL Server Browser service is enabled, running, and set to start automatically.
- Using the SQL Server Configuration Utility, enable TCP/IP network protocol if it is currently disabled. To set a specific port, you need to clear out the dynamic port and set the Static port.
- Add an “Allow” Firewall rule for the sqlserver.exe program so that SQL Server is accessible by workstations on your network. (This executable is specific for each SQL Server instance installed on the server. Make sure to locate the appropriate sqlserver.exe for your new instance.)
- Add an “Allow” Firewall rule for UDP Port 1434 so that the SQL Server Browser is accessible by workstations on your network.
Attaching the W5 Database
A download of the W5 database will be provided to you via a link to our website. This will need to be downloaded and uncompressed. The database should be attached to the SQL Server instance.
Generally, the database is attached as database name “W5”.
Creating a SQL Server User Account
The W5 software will connect to the database using a SQL Server User account that will be setup below.
- Create a new SQL Login on the SQL Server instance (SQL Server authentication, not Windows authentication). Generally, we set the user name to “w5admin”.
- Please take note of the “w5admin” password that you chose.
- Uncheck the “Enforce password policy”, “Enforce password expiration”, and “User must change password at next login” checkboxes.
- Make the “w5admin” account the database owner of the attached W5 database.
- Note: This “w5admin” user is NOT the same as the W5WADMIN user that is used to log into W5.
Creating a Folder Share for Document Storage
A folder on the server needs to be designated as the storage location for where documents will be stored that are attached to claims/cases within W5. Over time and depending on the user usage of documents within W5, this folder can become quite large. The location chosen should be of an adequate size for some time into the future.
This folder will need to be shared on the network. Please make note of the full path to the folder share (example: \\server\W5docs).
All Windows user accounts (generally domain users) that will run W5 will need to have Modify access to this folder and share.
W5 Workstation Configuration
After the database is attached and the folder share is set up, the W5 configuration file needs to be set up. The generic W5 installer will be provided to you via a link on our website. This installer can serve as the installer on the workstations as well as on the server.
After installing W5 on the server, you will find a W5ConfigUtil.exe application within the W5v5 program files folder. This utility is what is used to set up the W5 configuration file (W5Client.exe.config).
After running this utility and creating a configuration file that works to connect W5 to the database and folder share, this config file can be redistributed to each workstation manually. Alternatively, if you provide Burkitt Computer with the configuration file, we can create a customized installer for you. Or we can just deploy the configuration file via our automatic update server. (More on automatic updates at the end of this document)
The default W5 administrator login is:
User ID: W5WADMIN
W5 Windows Service Install / Configuration
This service is used to perform background tasks for W5. Examples are: sending email notifications, generating documents from templates, exporting data on a schedule, etc.
The W5 Windows Service application files will be provided to you by Burkitt Computer Corp.
- Copy the BccorpWorkflowService folder onto the server in a place of your choosing. The Program Files folder is recommended.
- Run the installutil.exe utility to install the service within Windows. This utility is provided by Microsoft and installed as a part of the .NET Framework. Note that you may need to run the command “As Administrator”.
It is located at C:\Windows\Microsoft.NET\Framework\v4.0.30319\installutil.exe
Sample command line:
- Open the “Services” administrative tool and set the Startup Type on the “BCCORP Workflow Service” to “Automatic” or “Automatic (Delayed Start)”. Also, click the “Start” button to start the service. Any errors that are encountered will be written to the Event Log.
Web Server Setup / Configuration
It is advisable to consult with us if you are not sure about setting up the W5 Web Pages.
The W5 web application files will be provided to you by Burkitt Computer Corp.
Internet Access Considerations
- Domain name – A domain name will be needed that points to the public/external IP address of the web server. W5 has no specific requirements for the domain name.
- SSL Certificate – An SSL certificate is highly recommended in order to secure the web traffic. The certificate should cover the domain name used to access this web server. W5 has no specific requirements for type of SSL certificate.
- Port forwarding - You will need to be sure that traffic coming in on TCP port 80 and 443 on your public IP address are being directed/forwarded to your web server.
- The setup of the above and the web site within IIS, its bindings, and the SSL certificate are the responsibility of you or your IT people. We will assist when possible.
- IIS Version 7+
- ISAPI and CGI Restrictions
- Set ASP.NET v4.0 (32 and 64 bit) to Allowed
- Application Pool
- .NET CLR Version = v4.0
- Enable 32-Bit Applications = True
- Identity is discussed below relating to W5 Documents Storage Access
- W5 Database Access
- The W5 web pages will need to be able to access the SQL Server instance where the W5 database is attached. This is generally done using the SQL Server User Account setup earlier within SQL. The port that SQL Server uses is defined within the SQL Server setup.
- W5 Document Storage Access
- The W5 web pages will need to be able to access the Document Storage folder share.
- In order to do so, generally a local or domain user account is set up as the Identity used within the Application Pool. Whether a local or domain account is used, the account must be a member of the IIS_IUSRS group on the web server computer.
- The user account must also be given Modify access to the Document Storage folder share.
- In situations where a domain user account is not possible, you can set up a local user account on the web server and a local user account on the server storing the documents and set the same password for both. This will ensure that the account from the web server will have the appropriate access.
- In scenarios where Windows Folder sharing is not possible from the web server, consult with us for other possible options.
- W5 Web Application Setup
- The "w5otw" folder should be copued directly to your site root folder
- For the W5 Claim Management product
- Within IIS manager, the /w5otw/5/W5App folder should be set as an “Application”. You can do this by right-clicking the folder in the left side pane and selecting “Convert To Application”. Be sure to select the appropriate Application Pool as setup earlier.
- For the W5 Case Management product
- Within IIS manager, the /w5otw/5/IME folder should be set as an “Application”. You can do this by right-clicking the folder in the left side pane and selecting “Convert To Application”. Be sure to select the appropriate Application Pool as setup earlier.
- W5 Web Application Configuration
- Using the same W5ConfigUtil.exe application as used earlier, you can point to the web.config file located in the /w5otw/5/W5App or /w5otw/5/IME folder and ensure the Database connection information has been filled in. Also ensure the Document Storage folder has been specified.
W5 Web Services Setup
W5 Web Services are required when you want users to use W5 outside of your organization over the Internet. The W5 Web Services allow for access to the W5 Database over the Internet using a web server.
Please consult with us to setup the W5 Web Services.
The two main data sources that need to be backed up are the W5 database and the W5 documents.
Since documents in the W5 document storage folder are just regular files, you can use whatever backup mechanism you are comfortable with, as long as you have reliable backups.
If your SQL Server edition is the Express edition, you will need to purchase software that is knowledgeable about how to backup SQL Server databases. Alternatively, we can provide a process that is executed via a Scheduled Windows Task that will back up the W5 database.
If you have a full edition of SQL Server, then setup a Database Maintenance Plan that includes a Database Backup task.
Pre-configured Workstation Installer
We normally create a customer-specific W5 installation that is pre-configured and ready to be installed on the Windows workstations.
Please provide us with the following information so that a pre-configured installation can be generated:
- What is the SQL Server computer name? (This computer must be accessible by the workstations running W5)
- Is a SQL Server named instance being used or is the default instance being used?
- What is the password for the “w5admin” SQL account?
- What is the full path to the folder share for the Document Storage folder?
W5 Automatic Updates
The W5 Desktop application has an inbuilt automatic updater to update the application files. This gives us the ability to deploy not only W5 updates but customized configuration files also. Every time W5 starts up, it will check for updates. Also, by default, every 60 minutes W5 will check for updates.
Remote Server Access
Since W5 can be highly customized and has many configurable options, often our customers permit us to access their server’s via a Remote Desktop connection or some other mechanism during the initial startup and even after that. Obviously, the level of access is entirely up to yourself and we will work with you regardless of what level of access is permitted. Keep in mind that if we do not have access to the server, or have severely limited access, we may need to contact the IT group more frequently, especially when database updates and customizations are installed.
Installation / Setup Assistance
If you need assistance while getting W5 up and running, please feel free to contact us for support.
To submit a support ticket, use our Support Portal or email firstname.lastname@example.org.
To contact us via phone, you can reach us at 705-719-7209 ext. 2.