OrgPublisher 10 1 Installation Guide

OrgPublisher
10.1 Installation
Guide
OrgPublisher 10.1 Installation Guide

Table of Contents
Table of Contents
OrgPublisher Installation ............................................................................4
OrgPublisher Client vs OrgPublisher Web Administration Installation ..............4
Role Requirements for Installation ............................................................5
OrgPublisher Client Role Requirements ...................................................5
OrgPublisher with Web Admin Role Requirements.....................................5
OrgPublisher System Requirements...........................................................6
OrgPublisher Client Requirements ..........................................................6
OrgPublisher Web Admin Server Requirements ........................................6
Prerequisites for Installation ....................................................................6
About Installing the OrgPublisher Trial .........................................................7
Converting the OrgPublisher Trial to the Retail Version ................................7
OrgPublisher Client Installation ................................................................. 10
OrgPublisher Client Installation Instructions ............................................. 10
OrgPublisher Web Administration Installation .............................................. 14
1.
OrgPublisher Web Administration Installation Instructions................... 14
2.
Configuring Groups ....................................................................... 19
2.1
Create a Global Group on the Domain Controller .......................... 19
2.2
Create a Local Group on the Web Server..................................... 19
3.
Setting NTFS Permissions .............................................................. 21
3.1
Set NTFS Permissions for the Opweb Folder................................. 21
3.2
Set NTFS Permissions for the SourceCharts Folder........................ 22
3.3
Set NTFS Permissions for the ArchivedCharts Folder ..................... 23
3.4
Set NTFS Permissions for the SearchDictionary Folder................... 23
3.5
Set NTFS Permissions for the PublishedCharts folder..................... 23
4.
Configure Internet Information Services (IIS) ................................... 26
4.1
Create the OrgPublisher Application Pool..................................... 26
4.2
Configure the Opweb Directory in IIS ......................................... 27
4.3
Configure the SourceCharts Folder in IIS .................................... 29
The information contained in this document is confidential and proprietary to Aquire Solutions, Inc. This information may
not be distributed or used for any purpose other than the evaluation of Aquire Solutions, nor may it be disclosed to any
party without the prior written consent from Aquire. Copyright 2001 - 2011 Aquire. All Rights Reserved.
Revised 10/21/11

Table of Contents
4.4
Configure the ArchivedCharts Folder in IIS .................................. 30
4.5
Configure the SearchDictionary Charts Folder in IIS...................... 31
4.6
Configure the PublishedCharts Folder in IIS ................................. 32
4.7
Enable All Unknown ISAPI Extensions ......................................... 34
4.8
When Allow All Unknown ISAPI Extensions is Restricted ................ 35
5.
Setup DCOM Permissions ............................................................... 37
Testing OrgPublisher Web Administration.................................................... 42

Prerequisites for Testing Web Administration ............................................ 42
Test Web Administration........................................................................ 43
Prerequisites for Testing Web Admin Publishing to EChart Rich Client ........... 43
Test Publishing an EChart Rich Client Chart .............................................. 44
Web Administration Next Steps ................................................................. 50
Troubleshooting Tips ............................................................................... 51
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OrgPublisher Installation
The purpose of this document is to provide the information needed to
successfully install OrgPublisher 10 on a workstation (referred to as an
OrgPublisher Client installation) or to install OrgPublisher with Web
Administration.
If installing OrgPublisher with Web Administration, refer to the set of instructions
that corresponds to the type of server where OrgPublisher will be installed.
Below is a list of servers and corresponding installation guides:
Windows Server 2003 Use the OrgPublisher Web Administration Installation
directions in this guide beginning here.
Windows Server 2008 - Click here for the installation guide.
Windows Server 2008 R2 - Click here for the installation guide.
OrgPublisher Client vs OrgPublisher Web

Administration Installation
Each OrgPublisher license covers one installation of OrgPublisher, which can be
activated by either:
1) Installing OrgPublisher on a workstation (referred to as OrgPublisher Client
installation)
2) Installing OrgPublisher on a server with Web Administration.
With Web Administration, one OrgPublisher license allows up to 5 Chart
Administrators to access the OrgPublisher Web Administration interface.
To determine which option to choose, the following link explains the differences
between the OrgPublisher Client and OrgPublisher Web Administration:
OrgPublisher Client vs. OrgPublisher Web Administration
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Role Requirements for Installation

The type of permissions required to successfully install OrgPublisher varies
depending on the chosen installation method. Please refer to the applicable role
requirements below.
Note: Both the OrgPublisher Client and OrgPublisher Web Administration
installation options are available with the OrgPublisher Trial.
OrgPublisher Client Role Requirements
User must be an Administrator on the workstation where installing

OrgPublisher
Note: If an error displays during the OrgPublisher Client installation, this

indicates the user is not an administrator on the workstation. Please contact a
member of the IT department with Administrator permissions to complete the
OrgPublisher Client installation.
OrgPublisher with Web Admin Role Requirements
User must be an Administrator on the Web Server

Creating the Global Group (OPWeb_GG) on the Domain Controller must be
completed by an administrator on the Domain Controller
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OrgPublisher System Requirements

OrgPublisher Client Requirements
Pentium PC compatible or greater

Windows XP, Windows Vista, or Windows 7 operating system
512 MB of RAM
60 MB available hard disk space
Adequate storage space for charts
OrgPublisher Web Admin Server Requirements
Pentium PC compatible or greater

Microsoft IIS (ISAPI enabled) web server running: Windows XP, Windows
2003, Windows 2008 web server or Apache HTTP Server 2.0+ (running
Windows operating system)
Virtual directory with execute permissions for scripts and executables on the
web server
60 MB available hard disk space
1 GB of RAM
Note: The OrgPublisher Web Administration Server is disabled for Windows
Vista.
Prerequisites for Installation

The following items will be required to ensure the installation process is
successful:
Valid license key information to activate OrgPublisher 10 which includes:
License Key: Provided via email
Registered Company Name: Company name, exactly as it appears in the
license key email
If upgrading from a previous version of OrgPublisher, review the OrgPublisher
Upgrade Considerations Guide prior to installation.
If installing OrgPublisher with Web Administration, complete the following
items prior to installation:
Confirm the server meets all Web Administration Server Requirements
Complete the setup of the Global Group (OPWeb_GG) described in
Configuring Groups.
Note: The administrator on the server must have an administrator on the

Domain Controller create the Global Group (OPWeb_GG group).
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About Installing the OrgPublisher Trial
About Installing the OrgPublisher

Trial
To download a trial of OrgPublisher, visit the Aquire web site link:
OrgPublisher Premier Trial Download
After submitting a Trial Download request to Aquire, an email with an
OrgPublisher Trial product key will be sent to activate and begin the OrgPublisher
Trial. The OrgPublisher Client and OrgPublisher Web Administration installation
methods are available using the OrgPublisher Trial.
After purchasing the retail version of OrgPublisher, a new e-mail will be sent to
the registered owner containing the following license key information:
New Retail License Key

Registered Company Name
Download Instructions
The full version of OrgPublisher can be enabled by entering the new retail license
key into the existing OrgPublisher Trial using the directions below.
Converting the OrgPublisher Trial to the Retail

Version
Convert the OrgPublisher Trial to the full retail version using one of two methods
described below:
Activation Option 1
While the trial version is in effect, each
time OrgPublisher is opened, the
OrgPublisher Trial Version dialog
opens:
1. Click Enter New Key.
Figure 1. Enter New Key
Revised 10/21/11

2. The License Key Entry dialog opens. From the license key e-mail, copy and
paste the following information:
Retail License key
Then, click OK.
Figure 2. Copy & Paste Retail License Key Data
3. Close and reopen OrgPublisher so that the changes take effect.
Activation Option 2
1. Open the OrgPublisher Trial.
2. From the Help menu, select License Information.
3. The Licensing Information dialog opens. Click Enter new key.
Figure 3. Licensing Information
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4. The License Key Entry dialog opens. From the license key e-mail, copy and
paste the following information:
Retail License key
Then, click OK.
Figure 4. Copy & Paste Retail License Key Data
5. Close and reopen OrgPublisher so that the changes take effect.
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OrgPublisher Client Installation

Prior to installing the OrgPublisher Client, please review the following information
to ensure the installation is successful:
Role Requirements
System Requirements
OrgPublisher Client Installation Instructions

1. From the computer where OrgPublisher will be installed, click on the
OrgPublisher download link within the license key email. Select the download
link for the language of the OrgPublisher 10 application preferred.
Note: The retail/trial license key will unlock the appropriate connectors or
Premier functionality. To download the OrgPublisher Trial, click on the
following: Trial Download: OrgPublisher Premier
2. The download prompt displays. Click Run to begin the Installation or Save
and Run to save the executable file and begin the Installation.
Figure 5. OrgPublisher Download
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10

3. The Activation Information dialog box

opens.
Copy and paste the License key and
Registered Company Name in the
appropriate fields. Then, click Next.
Note: These values should be entered
exactly as they appear in the License
key email to avoid Invalid Key
errors.
Figure 6. Activation Information
4. The Welcome! page displays. Click

Next.
Figure 7. Welcome
5. The License Agreement page

displays.
Read and accept the OrgPublisher
License Agreement by clicking Agree.
Figure 8. License Agreement
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11

6. The Registration Information dialog

page displays.
Enter:
Registered users full name.
Registered users company

name
Then click Next.
Note: There is no specific format
required for these fields.
Figure 9. Registration Information
7. The Custom Installation Option page

opens.
Select OrgPublisher Install
Click Next.
Figure 10. Custom Installation Option
The Select Destination Directory page

opens. Accept the default path shown
(C:\Program Files\OrgPub10)
OR type or browse to define a
different installation directory path.
Then click Next.
An Installing window opens and
provides a progress status as
OrgPublisher is installed.
Figure 11. Select Destination Directory
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12

Note: If an error message displays at this point in the installation process,

please contact a member of the IT department who can login with
administrative permissions to complete the installation.
8. The Installation Completed! dialog
box opens to confirm that
OrgPublisher successfully installed.
Check or uncheck any of the options
displayed on the page to:
Create an OrgPublisher icon on
your desktop
Launch the OrgPublisher
application
View the Getting Started Guide
Then, click Finish.
Figure 12. Installation Completed!
The OrgPublisher Client is now installed.

Note: The OrgPublisher Getting Started Guide and User manual also
can be found in the application by in the Help Menu options.
To publish with ECharts, additional server setup is required. ECharts are
interactive charts designed for over 5,000 records and provide advanced
security options.
OrgPublisher 10 EChart Server Setup Guide
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13

OrgPublisher Web Administration Installation
OrgPublisher Web Administration

Installation
Prior to installing OrgPublisher Web Administration, please review the following
to ensure the installation is successful:
Role Requirements
Web Server Requirements
Check the type of server where OrgPublisher with Web Administration is being
installed. The directions in this installation guide are only valid with Windows
Server 2003. Please click on the links below to access OrgPublisher Web
Administration Installation guides for Windows Server 2008 or Windows Server
2008 R2.
Click here to open the Windows 2008 Installation Guide.
Click here to open the Windows 2008 R2 Installation Guide.
1. OrgPublisher Web Administration Installation

Instructions for Windows 2003 Servers
1.1 On the server, click on the OrgPublisher download link within the license key
email. Select the download link for the language of the OrgPublisher 10
application preferred.
Note: The retail/trial license key will unlock the appropriate connectors or
Premier functionality. To download the OrgPublisher Trial, click on the
following link: Trial Download: OrgPublisher Premier
1.2 The download prompt displays. Click Run to begin the Installation or Save
and Run to save the executable file and being the Installation.
Figure 13. OrgPublisher Download

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14

1.3
The Activation Information page

opens.
Copy and paste the License key and
Registered Company Name in the
appropriate fields. Then, click Next.
Note: These should be entered
exactly as they appear in the License
key email to avoid Invalid Key
errors.
Figure 14. Activation Information
1.4
The Welcome! Page displays.

Click Next.
Figure 15. Welcome
1.5
The License Agreement page displays.

Read and accept the OrgPublisher
License Agreement by clicking Agree.
Figure 16. License Agreement
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15

1.6
The Registration Information screen

displays. Enter:
Registered users full name.
Registered users company

name
Then click Next.
Note: There is no specific format
required for these fields.
Figure 17. Registration Information
1.7
The Custom Installation Option

dialog opens.
Select OrgPublisher Custom
Install, and then click Next.
Figure 18. Custom Installation Option
1.8
The Select Web Administration

Destination Directory dialog
displays. Enter \opweb at the end
of C:\inetpub\wwwroot
Note: Verify the Web Administration
Destination Directory Path =
C:\inetpub\wwwroot\opweb
If this path is not entered correctly,
OrgPublisher will display an error
message when launching Web
Administration.
Figure 19. Enter the Physical Path
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16

1.9 Click Next and the Enter the Web

Administration URL dialog displays.
Enter /opweb at the end of
HTTP://ServerName
Note: Verify the Web Administration
URL = HTTP://ServerName/opweb
The ServerName is the name of the
server where OrgPublisher is to be
installed, and the URL entered here is
a virtual path that points to the
physical path entered in the previous
step. If another path is used, enter
that path instead of the path above.
If this path is not entered correctly,
OrgPublisher will display an error
message when launching Web Admin.
1.10
Figure 20. Enter the Virtual Path
Click Next and the Select

Destination Directory page
displays.
Accept the default directory path
(C:\Program Files\OrgPub10) OR
type or Browse to change the
directory path. Then, click Next.
Figure 1.
Figure 21. Select Destination Directory
1.11
The application install begins. When

the installation is complete, the
Installation Completed! dialog
opens.
Select Launch OrgPublisher now to
create a DCOM entry. The other
items are optional. Click Finish.
Note: Launching OrgPublisher is
required to create the DCOM entry
which will be needed later in the
OrgPublisher Web Administration
installation.
Figure 22. Installation Completed
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17

1.12
The OrgPublisher application opens. Then, close the application after it opens
successfully.
1.13
Browse to the Web Administration Destination Directory Path,

C:\inetpub\wwwroot\opweb, entered in Step 1.8.
The following folders and files are created in the Web Admin installation:
ArchivedCharts folder
PublishedCharts folder
SearchDictionary folder
SourceCharts folder
OPAdmin.htm
OPAdmin.js
OPAdmin.opw
Remoteserver.dll
Figure 22. Opweb Folder
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18

2. Configuring Groups
The following groups are required to setup access to OrgPublisher Web
Administration.
2.1 Create a Global Group on the Domain Controller

Note: The OPWeb_GG group must be created by an Administrator on the
Domain Controller.
Create a Global Group titled OPweb_GG.
2.1-1 Add the OrgPublisher Chart Administrator Users to the global group.
Figure 23. Creating OPWeb_GG on the Domain Controller.
2.2 Create a Local Group on the Web Server

Note: The OPWeb_LG group must be setup by an Administrator on the Server.
Setup of the OPWeb_LG group must be completed prior to moving on
with the installation.
Create a Local Group titled OPweb_LG.
2.2-1 Click Start -> All Programs -> Administrative Tools -> Computer
Management
2.2-2 In the Computer Management dialog, expand
Local Users and Groups
2.2-3 Select the Groups folder
2.2-4 In the Actions Menu, select New Group
Figure 24. Creating the

OPWeb_LG group
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19

2.2-5 In the New Group dialog, enter OPWeb_LG in the Group Name field.
2.2-6 Click Add, and select the Domain Global Group (OPWeb_GG) group. Click OK
when finished.
2.2-7 In the New Group dialog, select Create and the OPWeb_LG group should
appear in the list of Local Groups.
Figure 25. Creating the OPWeb_LG Group on the Web Server.
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20

3. Setting NTFS Permissions

NTFS Permissions must be configured to access and secure OrgPublisher Web
Administration.
3.1 Set NTFS Permissions for the Opweb Folder

3.1-1 Navigate to C:\inetpub\wwwroot
3.1-2 Right-click on the opweb folder and choose Properties.
Figure 26: Opweb Properties
3.1-3 Select the Security tab.

3.1-4 Click Edit and the Permissions for opweb dialog opens.
3.1-5 Click Add. Then, click Locations and change the location to the Server.
Click OK.
Figure 27. Opweb Security
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21

3.1-6 In the Select Users or Groups dialog, click Advanced and in the dialog
that displays, select Find Now.
3.1-7 Select the following groups from the search results and click OK:
Local Administrators Group

OPWeb_LG
Network Service
IIS_WPG (Worker Process Group)
Click OK to add the groups.
Figure 28. Select Users or Groups
3.1-8 Set the following NTFS permission for the Opweb folder:
Local Administrators Group Full Control
OPWeb_LG Modify
Network Service Read and Execute
IIS_WPG (Worker Process Group) Read and Execute
Note: Remove the Everyone Group from the Opweb folder
3.2 Set NTFS Permissions for the SourceCharts Folder

3.2-1 Navigate to the C:\inetpub\wwwroot\opweb
3.2-2 Right-click on the SourceCharts folder and choose Properties
3.2-3 Repeat steps 3.1-1 through 3.1-8 for the SourceCharts folder.
SourceCharts folder - NTFS permissions:
OPWeb_LG Modify
Note: Remove the Everyone Group in the Sourcecharts folder.
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22

3.3 Set NTFS Permissions for the ArchivedCharts

Folder
3.3-2 Right-click on the ArchivedCharts folder and choose Properties
3.3-3 Repeat steps 3.1-1 through 3.1-8 for the ArchivedCharts folder.
ArchivedCharts folder - NTFS permissions:
OPWeb_LG Modify
Note: Remove the Everyone Group in the ArchivedCharts folder.
3.4. Set NTFS Permissions for the SearchDictionary

Folder
3.4-2 Right-click on the SearchDictionary folder and choose Properties
3.4-3 Repeat steps 3.1-1 through 3.1-8 for the SearchDictionary folder.
SearchDictionary folder - NTFS permissions:
OPWeb_LG Modify
Note: Remove the Everyone Group in the SearchDictionary folder.
3.5. Set NTFS Permissions for the PublishedCharts

folder
3.5-2 Right-click on the PublishedCharts folder and choose Properties
3.5-3 Select the Security tab.
3.5-4 Click Edit and the Permissions for PublishedCharts dialog opens.
3.5-5 Click Add. Then, click Locations and change the location to the Server.
Click OK.
3.5-6 In the Select Users or Groups dialog, click Advanced and in the dialog
3.5-7 Select the following groups from the search results and click OK:

OPWeb_LG
Network Service
Users Group
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23

3.5-8 Click OK to add the groups.

3.5-9 PublishedCharts folder - NTFS permissions:
OPWeb_LG Modify
Users Group Read and Execute
Note: Removing the Everyone Group is not required for the
PublishedCharts folder. However, edit the Everyone Group permissions
and remove Write permissions if enabled.
The Everyone Group should only have read and execute permissions
enabled on the PublishedCharts folder.
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24

Web Admin NTFS Rights Graphic
Figure 30. Web Admin NTFS Rights Graphic
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25

4. Configure Internet Information Services

(IIS)
4.1 Create the OrgPublisher Application Pool
4.1-1 In IIS, expand the Server and then Application Pools.
4.1-2 Right click on Application Pools. Go to New and select Application
Pool
Figure 31. New Application Pool
4.1-3 The Add New Application Pool dialog opens. Enter OrgPublisher in the
Application pool ID field. Select Use default settings for new
application pool. Then Click OK.
Figure 32. Enter the Application Pool ID
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26

4.2
Configure the Opweb Directory in IIS
4.2-1 In IIS, expand Web Sites and rightclick on the opweb virtual directory.
Select Properties.
Figure 33. IIS ECharts Properties
4.2-2 The Opweb Properties dialog opens

to the Directory tab.
4.2-3 Check the Read check box.
4.2-4 In the Execute Permissions
dropdown, select Scripts and
Executables.
4.2-5 In the Application Pool dropdown,
select OrgPublisher.
Figure 34. Virtual Directory Tab
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27

4.2-6 Now, select the Directory

Security Tab.
4.2-7 In the Authentication and
access control section, click
Edit.
4.2-8 The Authentication Methods
dialog opens. Confirm that
Enable Anonymous access is
NOT selected.
4.2-9 Check Integrated Windows
Authentication.
4.2-10 Click OK.
Figure 35. Authentication
4.2-11 Select the HTTP Headers tab.

4.2-12 In the MIME types section, click on MIME Types.
4.2-13 In the window that displays, click New.
4.2-14 The MIME Type dialog displays.
In the Extension field, enter .ocp
In the MIME type field enter application/orgpublisher
4.2-15 Click OK 3 times to close the Opweb Properties dialog.
Figure 36. Set the .ocp MIME type
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28

4.3 Configure the SourceCharts Folder in IIS

4.3-1 In IIS, click to expand the opweb virtual directory. Then, right click on the
SourceCharts folder and select Properties.
4.3-2 The SourceCharts Properties dialog opens to the Directory tab.
Executables.
Figure 37. Virtual Directory Tab

Security Tab.
access control section, click Edit.
The Authentication Methods dialog
opens. Confirm that Enable
Anonymous access is NOT
selected.
Check Integrated Windows
Authentication.
4.3-7
Click OK until you close out the

dialog box.
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29

4.4 Configure the ArchivedCharts Folder in IIS

4.4-1 In IIS, right click on the ArchivedCharts folder and select Properties.
4.4-2 The ArchivedCharts Properties dialog opens to the Directory tab.
Executables.
Figure 39. Directory Tab

Security Tab.
selected.
Authentication.
4.4-7

dialog box.
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30

4.5 Configure the SearchDictionary Charts Folder in IIS

4.5-1 In IIS, right click on the SearchDictionary folder and select Properties.
4.5-2 The SearchDictionary Properties dialog opens to the Directory tab.
Executables.

Security Tab.
selected.
Authentication.
4.5-7

dialog box.
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31

4.6 Configure the PublishedCharts Folder in IIS

4.6-1 In IIS, right click on the PublishedCharts folder and select Properties.
4.6-2 The PublishedCharts Properties dialog opens to the Directory tab.
Executables.

Security Tab.
Anonymous Access IS selected.
Verify that the account is the
correct IUSR account.
Authentication.
4.6-7

dialog box.
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32

4.6-8 Select the HTTP Headers tab.

4.6-9 In the MIME types section, click on MIME Types.
4.6-10 In the window that displays, click New.
4.6-11 The MIME Type dialog displays.
In the Extension field, enter .ocp
In the MIME type field, enter application/orgpublisher
4.6-12 Click OK 3 times to close the PublishedCharts Properties dialog.
Figure 43. Set the .ocp MIME type
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33

4.7 Enable All Unknown ISAPI Extensions

Note: This step will enable All Unknown ISAPI extensions to run on the
web server. If IT security policy restricts allowing all ISAPI extensions,
please refer to step 4.8 for an alternate configuration.
The directions below (for step 4.7) require a one-time setup by the Web Server
Administrator. Using the alternate setup, the Web Server Administrator will
need to enable each chart.dll web extension each time a new chart is published
by the Chart Administrator. Please contact the Domain Administrator to clarify
which configuration will meet the IT Security Policy requirements.
4.7-1
4.7-2
4.7-3
In IIS, click on the Web Service Extensions folder.

In the Web Service Extension list, right click on All Unknown ISAPI
Extensions. Then, select Allow.
A security prompt displays. Click Yes to enable all unknown ISAPI extensions.
Figure 44. Allow all unknown ISAPI Extensions.
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34

4.8 When Allow All Unknown ISAPI Extensions is Restricted

Note: If step 4.7 was completed, skip this step and continue with step 5.
Using the configuration below (in step 4.8), the Web Server Administrator will
need to enable each chart.dll web extension when new charts are published by
the Chart Administrator. The second part of this configuration cannot be
completed until an EChart has been published.
Please contact the Domain Administrator to clarify which configuration will meet
the IT Security Policy requirements.
The directions below are intended for organizations with an IT Security Policy
that restricts setting All Unknown ISAPI Extensions to Allow. Initially, a
remoteserver.dll web extension must be setup. Then, the Web Server
administrator will need to configure a chart.dll web extension each time a new
EChart is published (producing a new chart.dll).
Setup the Remoteserver.dll Web Extension

4.8-1 Open IIS, and click on Web Service Extensions
4.8-2 Under Tasks, click on Add a new Web Service extension
4.8-3 The New Web Service Extension dialog opens. In the Extension Name field,
Enter remoteserver.dll
4.8-4 Click Add and the Add file dialog opens.
4.8-5 Enter the path: C:\inetpub\wwwroot\opweb\remoteserver.dll
4.8-6 Check the option to Set extension status to Allowed. Then, click OK.
Figure 45. Add remoteserver.dll

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35

Setup the Published Chart.dll

Note: If a chart has not been published to the PublishedCharts folder, continue
to Step 5.
4.8-7 When a new chart is published, a dll file is produced. This is visible in the
PublishedCharts folder (C:\inetpub\wwwroot\opweb\PublishedCharts)
Figure 46. New published chart dll
4.8-8 Open IIS, and click on Web Service Extensions

4.8-9 Under Tasks, click on Add a new Web service extension
4.8-10 The New Web Service Extension dialog opens. In the Extension Name field,
enter the new dll name. (Ex. PacificEastern.dll)
4.8-11 Click Add and the Add file dialog opens.
4.8-12 Enter or browse to the path to the new chart dll. Then click OK.
Example: C:\inetpub\wwwroot\PublishedCharts\PacificEastern.dll
4.8-13 Check the option to Set extension
status to Allowed. Then, click OK.
Note: Each time a new chart is published
(and a new dll is produced) the
administrator will need to follow steps
4.8-7 to 4.8-13 to allow the dll file.
Otherwise, users will not be able to view
the EChart.
Figure 47. Add Web Extension
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36

5. Setup DCOM Permissions

5.1. Launch OrgPublisher on the server. Close the application after it opens.
5.2. Go to the Start menu, select Run.
5.3. Enter dcomcnfg and select OK.
Note: If you receive a CLSID Warning
message, click Yes.
Figure 48. Launch DCOM
5.4 Expand Component Services, Computers, My Computer. Then, click on

DCOM Config
5.5 Navigate to OrgPublisher X Document. Right click and select Properties.
Figure 49. OrgPublisher X Document Properties
Note: If you installed a previous version of OrgPublisher on your computer,

you will see OrgPublisher X Document, where X is the previous version
number. Use that document.
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37

5.6
5.7
The OrgPublisher X Document Properties Opens.

Select the Security Tab.
Figure 50. OrgPublisher X Document Security
5.8
Under Launch and Activation Permissions, click Edit.
Figure 51. Edit Launch and Activation Permissions
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38

5.9
Click Add. Then, click Locations and change the location to the Server.
Click OK.
Figure 52. Add Groups in Launch and Activation Permissions
5.10 In the Select Users or Groups dialog,

click Advanced and in the dialog that
displays, select Find Now.
5.11
Add the following groups:

Local Interactive Group
Local IUSR Account
Local IWAM Account
Local Network Group
Local Network Services Group
Local OPweb_LG Group
Local System Group
Click OK to add the groups
Figure 54. Select Users or Group
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39

5.12
Enable the following Launch and Activation Permissions:
Local
Local
Local
Local
Local
Local
Local
Local
OPweb_LG Group
Administrators Group
Interactive Group
IUSR Account
IWAM Account
Network Group
Network Services Group
System Group
All options
Local Launch
Local Launch
Local Launch
Local Launch
Local Launch
Local Launch
Local Launch
Click OK to close Launch and Activation Permissions.

5.13
Under Access Permissions, click Edit.
Figure 55. Access Permissions
5.14
Click Add. Then, click Locations and change the location to the Server.
Click OK.
Figure 56. Add Groups in Access Permissions

Revised 10/21/11
40

5.15
In the Select Users or Groups dialog, click Advanced and in the dialog
5.16
Select the following groups from the search results and click OK:
o
o
Local Interactive Group
o
Local IUSR Account
o
Local IWAM Account
o
Local Network Group
o
Local Network Services Group
o
Local OPweb_LG Group
o Local System Group
Click OK to add the groups.
Figure 58. Select Groups
5.17
Enable the following Access Permissions:

o
o
o
o
o
o
o
o
Local
Local
Local
Local
Local
Local
Local
Local
OPweb_LG Group
Administrators Group
Interactive Group
IUSR Account
IWAM Account
Network Group
Network Services Group
System Group
Both options
Local Access
Local Access
Local Access
Local Access
Local Access
Local Access
Local Access
Click OK to close the Access Permissions dialog and OK to close the

OrgPublisher X Document window.
The Windows 2003 OrgPublisher Web Administration setup is
complete. Now, proceed to test Web Administration and EChart
Publishing to ensure everything is correctly configured.
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41

Testing OrgPublisher Web Administration
Testing OrgPublisher Web

Administration
The following tests will help determine if Web Administration is configured

correctly. If the following tests are performed successfully, the OrgPublisher
Web Administration installation is correctly configured.
If errors display while testing, review:
o NTFS permissions
o IIS configurations
o DCOM settings
o Refer to the Troubleshooting Tips in this Installation Guide to
determine if additional settings may be needed.
If errors still occur after checking the configurations and reviewing the
troubleshooting tips, please contact Aquire Support for further assistance.
Prerequisites for Testing Web Administration
It is recommended to test Web Administration on a workstation rather than

the server. In addition, the Web Server Administrator may want to add their
user account to the OPWeb_LG group for the purpose of accessing Web
Administration with the same rights as the Chart Administrators.
To open OrgPublisher Web Administration, users must have a Web

Administration pluginX file, orgpub32.ocx. Users will be prompted to
download the pluginX file from the Aquire Web Site when visiting the Web
Administration URL for the first time.
Users must be administrators on their machines in order to install pluginX

files.
Refer to OrgPublisher 10 PluginX Implementation Guide for more information

on pluginX controls.
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42

Test Web Administration

1. Open Internet Explorer and type in the URL for OrgPublisher Web
Administration: http://<servername>/opweb/Opadmin.htm
Note: <servername> is the name of the server on which OrgPublisher is
installed.
2. If prompted, install the Web Administration pluginX file from the Aquire Web
Site.
3. OrgPublisher Web Administration should open.
Note: Click OK if a prompt displays with the message that reads,
No Charts Exist Yet.
Figure 59. Web Administration View
Prerequisites for Testing Web Admin Publishing

to EChart Rich Client
It is recommended to test Web Administration on a workstation rather than

the server. In addition, the server administrator may want to add their user
account to the OPWeb_LG group for the purpose of accessing Web
Administration with the same rights as the Chart Administrators.
To open an OrgPublisher Echart Rich Client Chart, users must have a pluginX
viewer, orgpubx.ocx. Users will be prompted to download the pluginX file
from the Aquire Web Site when clicking on a chart link for the first time.
Users must be administrators on their machines in order to install pluginX

files.
Refer to the OrgPublisher 10 PluginX Implementation Guide for more

information on pluginX controls.
Revised 10/21/11
43

Test Publishing an EChart Rich Client Chart

1. In the Web Administration URL (http://<Servername>/opweb/opadmin.htm),
go to the File Menu and select New
2. The Select a Chart to Open dialog displays. Click New.
Figure 60. Select a Chart to Open
3. The New Chart Wizard Opens. Select Organizational Chart.
Figure 61. Select Organizational Chart
4. Select Empty Chart as the data source. Click Next.
Figure 62. Select Empty Chart

Revised 10/21/11
44

5. Uncheck Lauch the Style Wizard. Then, click Finish.
Figure 63. Uncheck Lauch Style Wizard
6. In the toolbar, click on Insert Box Containing a Person button.
Figure 64. Insert Box Containing Person
7. Drop the box containing a person in the chart white space.
Figure 65. Create a one box chart

Revised 10/21/11
45

8. Click on the Publish button in the toolbar.
Figure 66. Click the Publish button
9. The Publishing Wizard opens.

Select Advanced Mode.
Then, click Next.
Figure 67. Advanced Mode
10. Click Next again. Then, enter a name for the test chart. Click Next.
Figure 68. Name the Chart
Revised 10/21/11
46

11. Select Interactive Org Chart and click Next.
Figure 69. Interactive Org Chart
12. Select Echart and click Next.
Figure 70. EChart
13. Click Next and then Next again. Select Rich client using PluginX. Click
Next.
Figure 71. Echart Rich Client
Revised 10/21/11
47

14. Enter the virtual path to the PublishedCharts folder,

http://Servername/opweb/PublishedCharts
Figure 72. Virtual Path to PublishedCharts
15. Click Next through the

remainder of the prompts
and then click Finish to
publish the test chart as an
Echart Rich Client Chart.
Figure 73. Publish the Echart
16. Enter a chart name when prompted and click OK.
Figure 74. Enter a Chart Name
Revised 10/21/11
48

17. In the Echart Link Summary window, click on the URL that displays to open
the Echart in Internet Explorer.
Figure 75. Echart Link Summary
Note: If you did NOT enable all unknown ISAPI extensions in the
Server setup, you will need to configure the chart.dll (step 4.8) before
being able to view the published chart.
18. Install the pluginX viewer from the Aquire web site if prompted. The chart
should display in the browser.
Figure 76. Echart Displays in Internet Explorer
Revised 10/21/11
49

Web Administration Next Steps
Web Administration Next Steps

Review the list of items below so that your Chart Administrators have what is
needed to begin using charts with Web Administration:
Provide the following links to the Chart Administrators:

Web Administration URL (Ex. http://servername/opweb/opadmin.htm)
PublishedCharts URL (Ex. http://servername/opweb/publishedcharts)
If a Chart Administrators is not an administrator on his/her machine, he/she

will need assistance downloading the Web Administration pluginX.
If the Chart Administrator is using an ODBC connection to a database, a

system DSN must be created on the server where OrgPublisher is installed.
If the Chart Administrator uses text files or csv files that are not in Standard
OrgPublisher field order, mapping text files must be done by an administrator
on the server through the OrgPublisher client.
Note: If the server administrator will need to assist with mapping text files in
OrgPublisher, it is recommended that a default chart file is created one time
on the server using the OrgPublisher client. Then, Chart Administrators can
use the default file as the basis for creating new charts by following these
directions:
1. Open the default file.
2. In the File Menu, Select Save As and create a new chart name for the file.
3. The data connection remains the same and can now be used to create new
organizational charts.
If Chart Administrators require access to import and overwrite existing data

files from their desktop to the SourceCharts folder, this cannot be done from
the Web Administration interface. A network share to the SourceCharts
folder would be needed for this purpose. Approving network share folder
access is the decision of the IT department and is not part of the standard
OrgPublisher Web Administration installation.
If Chart Administrators require access to copy formatting files (otm files) to

use with new chart data files, a network share to the PublishedCharts folder
would be needed for this purpose. Approving network share folder access is
the decision of the IT department and is not part of the standard
OrgPublisher Web Administration installation.
Revised 10/21/11
50

Troubleshooting Tips
1. If a grey bar displays in the Internet Explorer window (but no chart), set a
MIME type of .OCP on the PublishedCharts folder.
Figure 77. Grey Bar displays without .ocp MIME type
2. Error: Unable to contact the remote server.dll at this URL. The paths to the
virtual directory and URL were, likely, not entered correctly upon install, or
the permissions are not set. This may require a reinstall, per the installation
guide.
Figure 78. RemoteServer.dll Error
3. Chart administrator or end users get a blank Internet Explorer screen, with a
red X in the upper left corner indicates a problem installing and registering
the ActiveX control.
Installing ActiveX controls requires administrative rights on the PC. The IT
group can request Aquires MSI scripts to assist in pushing out the plugins.
Please contact [email protected] if MSI scripts are required. Include the
full version number of OrgPublisher installed on the server (Go to Help >
About OrgPublisher). Ex. 10.1.3042.1
Figure 79. Red X

Revised 10/21/11
51

4. Error: "Unable to instantiate OrgPub32 as an automation server" indicates a

permission or installation error. Verify the DCOM permissions (dcomcnfg) are
correct. If the error still occurs, adjust settings to include the following DCOM
permissions:
In the DCOM permissions (under the OrgPublisher X Document

Identity tab), select the Launching User
Note: If the error still continues, this may require a reinstall per the
installation guide.
Figure 80. Unable to Instantiate error
5. Understanding HTTP error messages and their associated status codes is

important when you need to troubleshoot IIS. A few common errors on the
client side (4xx error) and server side (5xx error) are listed below:
Error Code
Definition
400
Bad Request; the server cannot service the request,

usually because of an incorrect URL.
401
Unauthorized; the users credentials were not accepted

by the authorization process.
403
Forbidden; the request could not be serviced for a

number of reasons, even though the user was
authenticated.
404
Not Found; the server cannot locate the requested file.
405
Method Not Allowed; the client incorrectly issues a HTTP

GET request when a HTTP POST request should have
been issued.
406
Not Acceptable; the requested file is not supported by

the client.
Revised 10/21/11
52

Error Code
Definition
407
Proxy Authentication Required; the client has to

authenticate with the proxy server before its request can
be serviced.
410
Gone; the server no longer has the requested file.
500
Internal Server Error; indicates a typical server side

error.
501
501 Not Implemented; the server does not support the

HTTP method requested by the client.
502
Bad Gateway; an invalid response was received by the

upstream server for which this server is a gateway.
503
Service Unavailable; the server does not support the

service requested by the client.
Revised 10/21/11
53

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OrgPublisher

OrgPublisher 10.1 Installation Guide

OrgPublisher Web Administration Installation Instructions................... 14

Configuring Groups ....................................................................... 19

Create a Global Group on the Domain Controller .......................... 19

Create a Local Group on the Web Server..................................... 19

Setting NTFS Permissions .............................................................. 21

Set NTFS Permissions for the Opweb Folder................................. 21

Set NTFS Permissions for the SourceCharts Folder........................ 22

Set NTFS Permissions for the ArchivedCharts Folder ..................... 23

Set NTFS Permissions for the SearchDictionary Folder................... 23

Set NTFS Permissions for the PublishedCharts folder..................... 23

Configure Internet Information Services (IIS) ................................... 26

Create the OrgPublisher Application Pool..................................... 26

Configure the Opweb Directory in IIS ......................................... 27

Configure the SourceCharts Folder in IIS .................................... 29

OrgPublisher 10.1 Installation Guide

Configure the ArchivedCharts Folder in IIS .................................. 30

Configure the SearchDictionary Charts Folder in IIS...................... 31

Configure the PublishedCharts Folder in IIS ................................. 32

Enable All Unknown ISAPI Extensions ......................................... 34

When Allow All Unknown ISAPI Extensions is Restricted ................ 35

Setup DCOM Permissions ............................................................... 37

Testing OrgPublisher Web Administration.................................................... 42

OrgPublisher 10.1 Installation Guide

OrgPublisher Client vs OrgPublisher Web

OrgPublisher 10.1 Installation Guide

Role Requirements for Installation

OrgPublisher Client Role Requirements

User must be an Administrator on the workstation where installing

Note: If an error displays during the OrgPublisher Client installation, this

OrgPublisher with Web Admin Role Requirements

User must be an Administrator on the Web Server

OrgPublisher 10.1 Installation Guide

OrgPublisher System Requirements

Pentium PC compatible or greater

OrgPublisher Web Admin Server Requirements

Pentium PC compatible or greater

Prerequisites for Installation

Note: The administrator on the server must have an administrator on the

OrgPublisher 10.1 Installation Guide

About Installing the OrgPublisher

New Retail License Key

Converting the OrgPublisher Trial to the Retail

Figure 1. Enter New Key

OrgPublisher 10.1 Installation Guide

Figure 2. Copy & Paste Retail License Key Data

3. Close and reopen OrgPublisher so that the changes take effect.

Figure 3. Licensing Information

OrgPublisher 10.1 Installation Guide

Figure 4. Copy & Paste Retail License Key Data

5. Close and reopen OrgPublisher so that the changes take effect.

OrgPublisher 10.1 Installation Guide

OrgPublisher Client Installation

Prerequisites for Installation

OrgPublisher Client Installation Instructions

Figure 5. OrgPublisher Download

OrgPublisher 10.1 Installation Guide

3. The Activation Information dialog box

4. The Welcome! page displays. Click