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Installation and Upgrade Guide

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Post-Installation Procedures

This section describes the following post-installation steps:

  1. Modify IIS 6.0 settings. For details, see Modifying IIS Settings.
    2. Note: If you use IIS 5.0, you do not need to complete the procedures in this section.
  2. Configure the default settings for Excel Framework Remote Server. For details see Configuring Default Remote Server Settings.
  3. Start the BEA ALI Excel Service. For details, see Configuring the Remote Server to Start Automatically.
  4. Run a diagnostic test that is provided to verify successful installation. For details, Verifying Successful Installation.

 

Modifying IIS Settings

If you use IIS 5.0, you do not need to complete the procedures in this section.

Complete the following steps to verify the Excel Chart Downloader filter is properly configured:

  1. From the Internet Information Services Manager, right-click the Web Sites and choose Properties.
  2. Click the ISAPI tab and verify that the status arrow for the Excel Chart Downloader is green. If so, the ISAPI filter has been installed correctly.
  3. If the status arrow is red, select the Excel Chart Downloader filter and click Edit.
  4. In the Executable section, click Browse and select the following file that is installed by the installation wizard: <PT_HOME>Excel Portlet Framework\ExcelChartDownloader.dll
  5. Click OK, Apply, and then OK.
  6. Right-click the Default Web Site and choose Properties.
  7. Click the ISAPI tab and verify that the status arrow is green.

Complete the following steps to enable parent paths for the ExcelGS application:

  1. From the Internet Information Services Manager, right-click the ExcelGS virtual directory and choose Properties.
  2. Click the Virtual Directory tab and then the Configuration button.
  3. Click the Options tab, select Enable Parent Paths, and click OK.
  4. Stop and restart IIS.

 

Configuring Default Remote Server Settings

The installation wizard installs a control panel on the local host for the Remote Server. You use this control panel to configure default settings for the Remote Server.

To configure default settings for the Remote Server:

  1. From the Control Panel, open the ALI Excel Framework control panel.
  2. Configure the settings described in the following table.
    Control
    Description
    Location of File Store
    Type the location where uploaded Excel files, cache files and chart images used by Excel Portlet Web Services will be stored. You can specify a UNC or a local path.
    Choose the location thoughtfully. Consider the following:
    • A local path might be faster, but there must be sufficient room for the files used by the Portlet Web Services.
    • Excel files often contain secure or confidential information and you must give Excel portlet users read and write access for the folder you select.
    • If you are upgrading from a previous version of the Portlet Framework, use the same location as your previous installation.
    Cryptographer key
    In the box, type a string to be used as a key in the encoding and decoding of passwords. Acceptable values include strings from 4 to 20 characters of ASCII letters and numerals.
    If you are upgrading from a previous version of the Framework, use the same cryptography key found in the include\constants.asp file.
    Maximum Excel file size
    Type a number of MB.
    Minimum cache update interval
    Type a number of minutes. Portlets do not access linked files until the expiration time has elapsed.
    Maximum number of columns allowed in a Portlet
    Type a number according to your preference.
    Enable Formatting
    Select this option if you plan to support custom formatting for Excel. For information on formatting, see User Guide for AquaLogic Interaction Portlet Framework - Microsoft Excel.
  3. To apply changes, restart IIS.

 

Configuring the Remote Server to Start Automatically

The installation wizard installs the Windows service for the Remote Server, but does not start the service. After you have run the installer, start the service for the first time and configure it to start automatically.

To start the Windows Service for the Remote Server:

  1. Open the Services console in Windows.
  2. Right-click the BEA ALI Excel Service and choose Start.
  3. To configure the service to start automatically, right-click the BEA ALI Excel Service, choose properties, and, from the Startup Type drop-down list, choose Automatic.

 

Verifying Successful Installation

The installation wizard installs a diagnostic tool that verifies all components have been installed and are configured to communicate correctly with the portal.

To run the installation verification tool, browse to the location of the diagnostic tool in a browser, for example: http://localhost:<port>/excelGS/gadget/test.asp

Note: If you cannot open the session from the Remote Server host computer, specify the fully qualified domain name for Remote Server host computer in place of localhost.

The diagnostic tool verifies installation and configuration for the following components:


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