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Set Up the Web Server

Overview

The instructions in this guide are meant to be used for duplicating an existing environment and are intended for self-hosted myEvolv clients. New installs of myEvolv, that contain no agency setup, should be handled by Netsmart. These instructions are typically used for testing and even refreshing an existing environment with new data for internal validation exercises. 

If you are implementing Pseudo-Load Balancing please follow the guide in this link after setting up the web server.

Release Consideration: This guide covers myEvolv 10.1.0 installation on Microsoft Server 2012 R2 using IIS 8.5.

Note: If you need assistance from a Netsmart System Engineer please contact your client alignment executive (CAE).

myEvolv applications, database and upgrade files are contained in the myEvolv_10.1.0_upgrade_package_incremental.zip file found at https://portal.ntst.com.  

Extract the Application Files

The myEvolv application files should be extracted from the installer package to x:\websites, where x:\ is a secondary volume (not the Windows OS volume). The folder containing your websites may contain more or fewer items depending on the applications you choose to install.

extract application files.jpg

You can choose to install the following applications:

  • evolv_cs - the myEvolv main application (also referred to as classic or myEvolvcs).
  • evolv_cs_mobile - the myEvolv mobile application.
  • evolv_cs_nx - myEvolv NX (previously referred to as xb, cross-browser, or multi-browser) 

In this guide, the myEvolv applications have been extracted to their respective folders in E:\Websites.  The myEvolv applications included in this guide are:

Application Name Install Location
myEvolv CS classic <site>\evolv_cs
myEvolv NX nx <site>\evolv_cs_nx
myEvolv Mobile mobile <site>\evolv_cs_mobile
myEvolv CS Development development <site>\evolv_cs_dev
myEvolv Training training <site>\evolv_cs_train

Optional. You can name your sites differently (alias) for mnemonic or practical purposes.

For load balanced configurations with multiple web hosts

The application files should be placed in a shared directory that is accessible by all of the web servers. An example of this configuration would be to create a Windows Directory Share or use a shared directory on a NAS. The IIS application pool's identity (whether a domain service account, or ApplicationPoolIdentity) must have full permissions over this directory.

Setting permissions is dependent on the myEvolv application pool's identity:

  • Network share level permissions
    • If using AppPoolIdentity - read/write access must be given to the web host machine names
    • If using a domain service account - read/write access must be given to that account
  • NTFS security permissions
    • If using AppPoolIdentity - read/execute and write must be given to the web host machine names
    • Domain Service Account - read/execute and write must be given to the domain service account

Confirm Windows Server and IIS Versions

Confirm Windows Server Version

myEvolv is approved to run in Microsoft Windows Server 2012 R2. Your IIS version should be version 8.5 or above.

  1. To check your Server and IIS versions, in the Run dialog, type winver.

Note: To open the Run dialog, (press the Windows logo key + R).

System result: The About Windows dialog displays.

about windows.jpg

Confirm IIS Settings Version

myEvolv requires IIS version 8.5 or higher.

  1. Open IIS Manager.

Note: To open the IIS Manager, open the Run dialog (press the Windows logo key + R) and type inetmgr.

  1. In the IIS Manager, in the toolbar, click Help > About Internet Information Services.

about int info srvcs.jpg

System Result: The About dialog displays the IIS information:

 IIS version.jpg

Confirm the Required Roles and Features

myEvolv requires specific Roles an Features in Windows and IIS.

  1. Open Server Manager. Note: By default, Server Manager launches at log in or you can click the icon in the taskbar of Windows 2012 R2 server manager icon.jpg.
  2. Click Add Roles and Features to launch the Add Roles and Features Wizard.

add roles and features.jpg

  1. In the Before You Begin screen, click Next. Note: This screen may not appear if you have previously selected the Skip this page by default option.
  2. In the Select Installation Type screen, select the Role-based or feature-based installation option, and click Next.

select installation type screen.jpg

  1. In the Server Selection screen, select the web server you are configuring. This is typically the server you are logged on to. Note: If you manage multiple Server 2012 servers using this console, other servers may appear here.

server selection window.jpg

  1. Click Next.
  2. In the Server Roles screen, scroll down to Web Server (IIS) and expand the tree.
  3. Select the following roles:

Note: Some roles may already be enabled or selected. Selecting certain roles will notify you that Windows will automatically select and enable additional roles and features.

server roles 1.jpg

select server roles2.jpg

  1. After you have selected these options, click Next.
  2. In the Features screen, confirm the following features are selected. 

Note: Many of these features are dependencies of previously selected roles so they will already be selected. 

features 1`.jpg

features selection 2.jpg

features next button.jpg

  1. In the Confirmation screen, in the summary pane, your selections appear. Click Install.

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  1. On the final screen, click Close.
    Note: You may be prompted to reboot when Windows has completed the Role and Feature installation.  If so, reboot before continuing.

System Result: In Server Manager Dashboard, under Roles and Server Groups, IIS should now be highlighted in green. If it is red, address the message (the server may be pending reboot).

iis green in srvr mgr.jpg

Register ASP.NET with IIS

This step will ensure the correct version of ASP.NET is registered with IIS. 
From an elevated command prompt, run the following command and then reset IIS.

C:\Windows\Microsoft.NET\Framework64\v4.0.30319\aspnet_regiis.exe –iru

To reset IIS, run iisreset from the same elevated command window.

Configure IIS

In IIS Manager, your newly installed features should appear. If you do not see these features, you may need to reboot the server or restart IIS.

  1. To restart IIS, open and administrative command prompt and type iisresetNote: this will reset any active sessions on the web server.

iis manager .jpg

Confirm ASP is Allowed

  1. In the IIS Manager, click ISAPI and CGI Restrictions.

 ISAPI and CGI Restrictions.jpg

asp allowed.jpg

Create the Application Pool

  1. From the IIS Manager, in the Connections pane, expand the myEvolv server.
  2. Right-click Application Pool and select Add Application Pool.

add application pool.jpg

  1. In the Add Application Pool dialog, complete the information.

add app pool dialog.jpg

Confirm Advanced Settings of the Application Pool

  1. From the IIS Manager, in the Connection pane, expand the myEvolv server and select Application Pools
  2. In the Application Pools list, right-click the appropriate application pool and select Advanced Settings.

adv settings application pool.jpg

  1. In the Advanced Settings dialog, ensure the settings are configured per the example below.

Note: The Enable 32-Bit applications setting is important for Wiley Imports and other automated functions employing Office libraries.

In this example the myEvolv application is configured to run under the 'myEvolvService' service account. 

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Application Pool Identity for Load Balanced Configurations

For a load balanced web server configuration, the application pool identity should be either a domain service account or ApplicationPoolIdentity. The identity must be the same on all of the web servers running myEvolv.

Configure Recycling

This recycles the IIS application pool and launches a new worker process on a schedule. In this example, the application pool is recycled at 7:00 am and 12:00 am.  
Note: Recycling initiates a new IIS worker process for new requests. It will not disconnect active sessions.

  1. From the IIS Manager, in the Connection pane, expand the server and select Application Pools.
  2. From the Application Pools list, right-click an application pool and select Recycling.

recycling application pool.jpg

  1. In the Recycling Conditions dialog, select the specific times option, enter times in the field, and click Next

recycling conditions specific times.jpg

  1. Click Finish.

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Install the Microsoft URL Rewrite Module for IIS

Configure Rewrite at Site Level

  1. Create a new folder to contain the redirect (e.g. E:\websites\redirect). Note: E:\websites is the directory containing your myEvolv applications
  2. Create a web.config file in the redirect folder with the contents below. The file must be named web.config.

Note: If you use Notepad to create the file, you may end up with a file named web.config.txt. The simplest method to create this file without changing your view settings or editing the extension afterward is to navigate to E:\websites\redirect, then type notepad web.config in the Windows Explorer address bar. 

 create config file .jpg

  1. The system prompts you to create the file. Click Yes.

create file system prompt.jpg

  1. In the new web.config file, place the following text and save the file:
<?xml version="1.0" encoding="UTF-8"?>
<configuration>
    <system.webServer>
        <directoryBrowse enabled="false" />
        <rewrite>
            <rewriteMaps>
                <rewriteMap name="StaticRewriteDefault">
                    <add key="/" value="/classic" />
                </rewriteMap>
            </rewriteMaps>
<rules>
                <rule name="Rewrite Rule">
                    <match url=".*" />
                    <conditions>
                        <add input="{StaticRewriteDefault:{REQUEST_URI}}" pattern="(.+)" />
                    </conditions>
                    <action type="Rewrite" url="{C:1}" appendQueryString="false" />
                </rule>
</rules>
        </rewrite>
    </system.webServer>
</configuration>

This example will redirect all traffic from https://localhost to https://localhost/classic. Replace "classic" with the name of your EvolvCS application if necessary.

  1. Create an IIS web application /classic pointing to the application folder (for example, E:\Websites\evolv_cs).
  2. Point the Default Website to the new redirect path (E:\Websites\Redirect).

add application.jpg

add application in iis.jpg

Add the myEvolv Application to IIS

This will add the myEvolv applications to the Default Web Site in IIS.  A default website responds on HTTP port 80; default HTTPS site is port 443.  Alternate ports are not covered in this guide.

The default settings allow IIS to present the myEvolv applications as sub-sites within the main site.  For example, for a website located at https://healthcare.com, the myEvolv applications would appear at https://healthcare.com/evolv_cs, https://healthcare.com/evolv_xb and so on.

Note: If the application is installed at the default website instead of beneath it, your site will exhibit inheritance issues. The Microsoft URL Rewrite Module for IIS remedies this issue. The URL Rewrite module is not covered in this installation guide.

  1. In the IIS Manager, in the Connections pane, right-click default website and click Add Application.

add myevolv application.jpg

  1. Complete the Add Application form. Select the EvolvCS Application pool.
  2. Assign the intended Alias for this site in the Alias field.  This is the <site_name> where a site is accessed, for example, https://healthcare.com/<site_name.

Note: You can name your sites differently for mnemonic or practical purposes.  Some organizations prefer to name the application according to the containing folder (evolv_cs, evolv_xb); others prefer the application’s friendly name (/classic or /xb).

add application evolv cs alias.jpg

  1. Repeat the above step for evolv_xb.  Select the EvolvCS Application pool.

evolvxb aliasl.jpg

  1. Repeat the above step for evolv_mobile. Select the EvolvCS application pool.  

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Update the ASP Limits

Change the ASP limits in the server properties.

  1. In the IIS Manager, in the Connections pane, select the server.
  2. In the Server Home page, under IIS, select ASP.

ASPjpg.jpg

  1. Change the ASP limits in the server properties as follows:
  • Maximum Requesting Entity Body Limit to: 20000000
  • Response Buffering Limit to: 41943040 
  • Script Time-Out: 00:10:00

ASP properties.jpg

Run Folder Permissions

On a new installation of myEvolv, you must assign 'modify' permissions in the myEvolv folders for specific service accounts:

•    IUSR
•    IIS_IUSRS
•    <application_pool_identity> (Network Service)
 
The <application_pool_identity> is the identity under which your EvolvCS Application pool runs. 

The Windows batch file named folder_permissions.bat inside the evolv_cs application folder must be run from an administrative command prompt.

set folder permissions.jpg

This instructional resumes with EVSETUP.exe after the myEvolv CS database has been installed and configured.

Note: If you need assistance from a Netsmart System Engineer please contact your client alignment executive (CAE) for technical consulting services.

 

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