> For the complete documentation index, see [llms.txt](https://docs.smt-x.com/smtx-online-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.smt-x.com/smtx-online-documentation/guides/installation-guide.md). # Installation Guide ## Introduction In order to complete the installation of SSP7, the following steps need to be completed: * Verify that all questions in the checklist can be answered * Configure the IIS webserver Once these steps are completed, the basic system is ready to use, but needs more configurations to be complete. Below is an overview of settings that should be considered or are mandatory to make the system work according to your requirements. Us the Admin panel to access the individual components. * Verify the list with tasks to be correct ## Contents of the installation media The SSP installation package can be downloaded from the [https://software.smt-x.com](http://software.smt-x.com) portal. This portal requires a login, please contact your Sales representative for getting access. Choose which database to use for SSP7 and download the corresponding software. The downloaded package will have the following content: * Database. Normally provided as backup of an empty or demo database. At request at can also be delivered as SQL script * SSP7 Web Application. The code to be installed on the web server * SSP7 Scheduler. The executable to trigger tasks * Adapters. Software to be installed for integration with external systems The release folder contains the files: \- CustomerSpecific.zip: Those are the applications which are not installed at each customer. If you do not know if you need to install this or not, please contact support. if you want more information about any of them please contact sales. \- Default.zip: contains the default SSP installation \- CustomerSpecific.zip: contains the optional modules of SSP \- The release notes \- The upgrade guide \- The translation files containing all translations used by SSP Download the packages from the software portal that are required for your installation. ### CustomerSpecific.zip #### Subfolders * web-full * This ZIP file contain the files required to do a full (initial) installation of the application. **In case you are upgrading, you shouldn't install these files.** * web-update * This ZIP file contains the application, without stylesheet and configuration files. Use this file to upgrade your existing instance. All files in this package can be overwritten in your current installation, without effecting modifications done to configuration or stylesheet files. * web-oracle * Contains oracle specific files in case your environment is running on top of an Oracle database server. #### Modules in subfolders * Cmc: Content Management Module * This module allows you to generate Word and PDF documents from the workflow * Goto * Create names with friendly names to link to specific elements within the platform * ReportingDashboards: Customer reporting dashboards * This module isn't supported anymore since January 2021 * ServiceCatalog: Service Catalog * The [Data Catalog module](/smtx-online-documentation/typical-use-cases.md) for building rich data and publish this to your audience * SingePageApplication: Custom UI support * Use these DLL's in your custom build front-end * Studio: Build add-on solutions * Use studio to build your own solutions on top of the framework * Webhooks: create webhooks with external applications ### Default.zip #### Subfolders * Root * Information about the version that is available for download * dbscripts * contains the update scripts,both for sql and oracle. * Scheduler * Contains all variants of the Scheduler application. It contains the version to run as Scheduled task and the installer for the Windows Service * web-full * This ZIP file contain the files required to do a full (initial) installation of the application. **In case you are upgrading, you shouldn't install these files.** * web-oracle * Contains oracle specific files in case your environment is running on top of an Oracle database server. * web-update * This ZIP file contains the application, without stylesheet and configuration files. Use this file to upgrade your existing instance. All files in this package can be overwritten in your current installation, without effecting modifications done to configuration or stylesheet files. #### Modules in subfolders web-full and web-update * web-full * This ZIP file contain the files required to do a full (initial) installation of SSP. It contains stylesheet and configuration files. * web-oracle * This ZIP file contains the files required to do an installation for Oracle environments. The libraries included in this file should overwrite the files from the other downloads * web-update * This ZIP file contains the SSP application, without stylesheet and configuration files. ### SspTranslations.xlsx First you can delete the empty translation values so we can insert the correct ones using these queries: (sheet 3) delete from "TranslationLanguage" where "Value" like ''; delete from "TranslationLanguage" where "Value" is null; delete from "TranslationLanguage" where length("Value")=0; Then you can execute the queries generated in Sheet1 (column F). You can ignore the duplicate errors, it will just insert the records you don't have yet. Then on Sheet2 you can filter the records by Language\_Id. Use the Excel dropdown next to Language\_Id to only show the records with Language\_Id=X. Then execute the queries in column H. Again, ignore duplicate errors. The id's of the languages can be found on sheet3 ## Installation Steps This guide is to install a new environment. In case you are upgrading, please go to the [upgrade guide](/smtx-online-documentation/guides/upgrade-guide.md). In order to complete the installation of SSP7, the following steps need to be completed: * Verify that all questions in the [checklist](http://help.smt-x.com/installation_checklist.htm) can be answered * Install a backup of the [database](http://help.smt-x.com/new_database_creation.htm)​ * Configure the [IIS](http://help.smt-x.com/copy_version_files.htm) webserver * Configure any [adapters](http://help.smt-x.com/adapter_installation.htm) you want to use * Configure [authentication](http://help.smt-x.com/authentication_settings.htm) methods Once these steps are completed, the basic system is ready to use, but needs more configurations to be complete. Below is an overview of settings that should be considered or are mandatory to make the system work according to your requirements. Us the Admin panel to access the individual components. ## Checklist Before installation and initial configuration of the Self Service Portal software, the questions below need to be answered, to make sure that the installation environment is ready. ### Database Installation * [ ] What is the Database Server Name? * [ ] What is the Database Administrative account (username/password)? * [ ] SQL Server: is SQL Server Management Studio or equivalent available to run queries? * [ ] SQL Server: is the SSP database MS SQL Server 2005 or higher? Which version? * [ ] SQL Server: allowed to use SQL Server authentication? * [ ] Oracle: is the SSP / SD database Oracle 10g or 11g? * [ ] Oracle: is ODP.net installed (part of ODAC 11.2 rel. 3)? * [ ] Oracle: is Operating System 32-bits or 64-bits, and ODP the equivalent? * [ ] Oracle: is SQL\*Plus or equivalent available to run queries? * [ ] Is firewall software installed and configured (and active)? ### Web Server installation * [ ] What is the Web Server Name? * [ ] What is the Administrative account for RDP access to the Web Server? * [ ] Is IIS7 or higher installed? What is the version number? * [ ] Is IIS configured to allow .Net applications? * [ ] Is ASP.NET 4.0 or higher installed? Which version. * [ ] Does the Web Server have access to the database server? * [ ] Is firewall software installed and configured (and active)? * [ ] Is Tomcat 5 or higher installed? Which version? * [ ] What is the port number for Tomcat? * [ ] Is Java 5 SE SDK or higher installed? Which version? * [ ] Does Tomcat have access to SD? * [ ] Can the Web Server access the Tomcat server (via HTTP)? * [ ] What is the IP address of the SD Application Server? * [ ] What are the connection and credentials for the SD Database Account? * [ ] SD accounts: is the SSPwrite account already created (username/password)? * [ ] SD accounts: is the SSPread account already created (username/password)? * [ ] What are the FTP connection settings (Server, Username, Password, Folder, and Type)? * [ ] Oracle: is the correct version of ODP.Net installed (ODAC 11.2 rel. 3)? * [ ] Is SMTP available? What is the name of the SMTP server? * [ ] Is Active Directory being used? * [ ] LDAP/AD: what is the Main DN of the users? * [ ] LDAP/AD: is there a LDAP search account available (username/password)? * [ ] What is the name of the Attachments Folder? * [ ] What is the amount of disk free space in the Attachments Folder? ### Web server migration * When migrating to a new webserver, you'll need to export some data from the current server to the new server. Access to both servers is required. * The data can be export via the scheduled task, using this argument: --export-crypto * The data can be imported via the scheduled task, using this argument: --import-crypto