Difference between revisions of "New server installation checklist"

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Use this page as a checklist for all the things our customers might need when setting up a new server.  
Use this page in conjunction with [http://wikido.isoftdata.com/index.php/MySQL_Server_Install the MySQL Server installation guide] as a checklist for all the things our customers might need when setting up a new server.  
 
== Minimum & Recommended Server Specs ==
*OS:
**Ubuntu 18.x or later (doesn't work with Report Commander)
**Windows Server 2016 or later
*** Minimum CPU: Duo-Core at 2.4ghz.
*** Recommended CPU: Quad-Core at 2.4ghz.
*** Minimium Memory: 8 gigs.
*** Recommended Memory: 16+ gigs.
*** Minimum Harddrive: 200 gig HDD (Pro) or 500 gig HDD (Enterprise.)
*** Recommend Harddrive: 500+ gig SSD.
*Ports Opened
**Incoming TCP 9001 for Portainer/Docker


== Required (Every customer server needs the following done) ==
== Required (Every customer server needs the following done) ==
*1. MySQL installed and configured.
*1. MySQL installed and configured. [https://wikido.isoftdata.com/index.php?title=Internal:MySQL_Server_Install Relevant wiki article.]
*2. MySQL users created.
*2. MySQL users created.
** Replace the testuser account if it exists with an appropriately secure one. (Client workstations will need the new credentials as well if an old password is being upgraded.)
** Change the password for the root user (if this hasn't already been done)
** Regular MySQL User. Replace the testuser account if it exists with an appropriately secure one. (Client workstations will need the new credentials as well if an old password is being upgraded.)
*** Replace function definers with the new MySQL username.
*** Replace function definers with the new MySQL username.
*3. Replikwando current stable version and configuration.
** HTPServices user.
** PrintQueue user (we usually name this mysql user auto_reporting).
** LX user.
** Email Relay user. (Requires Brian to set up the email relay user first on our end.)
** '''OPTIONAL''': For ITrack Pro, set up an ITrack Chromium user.
** If the yard does not currently have a Replikwando user, Brian will need to create one and permission it to the correct database first. The user should be created on db.isoftdata.com.
*3. Replikwando current stable version and configuration. [https://wikido.isoftdata.com/index.php?title=Internal:Replikwando/Installation Relevant wiki article]
*4. Image Synch and configuration.  
*4. Image Synch and configuration.  
** Python 3.xx (if there is no current installer with it bundled in.)
** Python 3.xx (if there is no current installer with it bundled in.) (3.9.0 is our current version. JW 10/2021)
*** MySQL Python Connector (if there is no current installer with it bundled in.)
*** MySQL Python Connector (if there is no current installer with it bundled in.) (8.0.26 is our current version. JW 10/2021.)
*5. Attachment Manager (Pro or Enterprise) and configuration.
*5. Attachment Manager (Pro or Enterprise) and configuration.
*6. SQLYog Community.
*6. SQLYog Community.
*7. Import pre-existing data OR set up new Pro (Auto/Truck/MX), Enterprise or Presage database.
*7. Import pre-existing data OR set up new Pro (Auto/Truck/MX), Enterprise or Presage database.
*8. Create necessary Windows scheduled tasks (Image Synch primarily.)
*8. Create necessary Windows scheduled tasks (Image Synch primarily.)
*9. Tortoise SVN. (Many of our services now rely on it to get updated efficiently.)
*10. PHP Rolling Backups


== Optional (If the customer/we require it) ==
== Optional (If the customer/we require it) ==
*1. Put a primary installation (Pro, Enterprise, Presage) on the server, either for our use or if the customer purchased one and wants it there.
*1. Put a primary installation (Pro, Enterprise, Presage) on the server, either for our use or if the customer purchased one and wants it there.
*2. Quickbooks, Quickbooks SDK, QBFC. Configuring Quickbooks gets done at a later date.
*2. Quickbooks, Quickbooks SDK, QBFC. Configuring Quickbooks gets done at a later date.
*3. WAMP (if they use LX Pro, LXW or Workclock) and configuration.
*3. WAMP (if they use LX Pro, LXW or Workclock) and configuration. [https://wikido.isoftdata.com/index.php?title=Internal:Installing_WAMP Relevant wiki article.]
*4. LX Pro or LXW (a.k.a ITrack Mobile) and/or Workclock, and configuration.
*4. LX Pro or LXW (a.k.a ITrack Mobile) and/or Workclock, and configuration. [https://wikido.isoftdata.com/index.php/Internal:Installing_the_LX_Enterprise_Framework Relevant wiki article.]
*5. OpenVPN (if they require our VPN solution.)
*5. Report Commander/Print Queue.
*6. MySQL supporting components (PHP Rolling Backups, UDF Thumbnailer)
*6. OpenVPN (if they require our VPN solution.)
*7. Car-part for Auto Yards and configuration.
*7. MySQL supported components (PHP Rolling Backups, UDF Thumbnailer)
*8. Car-part for Auto Yards and configuration.


== Nice to have (These aren't required but can be helpful in doing our jobs) ==
== Nice to have (These aren't required but can be helpful in doing our jobs) ==
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*3. Unlocker.
*3. Unlocker.
*4. Malwarebytes.
*4. Malwarebytes.
== Finishing Up ==
If this new server is replacing an old one, make sure to:
*1. Stop the MySQL service and set it to "Disabled" in the Windows Services menu.
*2. Stop the Replikwando Service and set it to "Disabled" in the Windows Services menu.
*3. Stop the wampapache64 Service set it to "Disabled" in the Windows Services menu.
*4. Stop the Image Synch and RPK scheduled tasks in Windows Scheduled Tasks and set them to "Disabled."
*5. Remove the Report Commander license from the old server so it can be activated on the new one.
Once these steps are completed, please proceed to the Customer Deployment article (pending) to finish the customer deployment.

Latest revision as of 15:01, 7 December 2021

Use this page in conjunction with the MySQL Server installation guide as a checklist for all the things our customers might need when setting up a new server.

Minimum & Recommended Server Specs

  • OS:
    • Ubuntu 18.x or later (doesn't work with Report Commander)
    • Windows Server 2016 or later
      • Minimum CPU: Duo-Core at 2.4ghz.
      • Recommended CPU: Quad-Core at 2.4ghz.
      • Minimium Memory: 8 gigs.
      • Recommended Memory: 16+ gigs.
      • Minimum Harddrive: 200 gig HDD (Pro) or 500 gig HDD (Enterprise.)
      • Recommend Harddrive: 500+ gig SSD.
  • Ports Opened
    • Incoming TCP 9001 for Portainer/Docker

Required (Every customer server needs the following done)

  • 1. MySQL installed and configured. Relevant wiki article.
  • 2. MySQL users created.
    • Change the password for the root user (if this hasn't already been done)
    • Regular MySQL User. Replace the testuser account if it exists with an appropriately secure one. (Client workstations will need the new credentials as well if an old password is being upgraded.)
      • Replace function definers with the new MySQL username.
    • HTPServices user.
    • PrintQueue user (we usually name this mysql user auto_reporting).
    • LX user.
    • Email Relay user. (Requires Brian to set up the email relay user first on our end.)
    • OPTIONAL: For ITrack Pro, set up an ITrack Chromium user.
    • If the yard does not currently have a Replikwando user, Brian will need to create one and permission it to the correct database first. The user should be created on db.isoftdata.com.
  • 3. Replikwando current stable version and configuration. Relevant wiki article
  • 4. Image Synch and configuration.
    • Python 3.xx (if there is no current installer with it bundled in.) (3.9.0 is our current version. JW 10/2021)
      • MySQL Python Connector (if there is no current installer with it bundled in.) (8.0.26 is our current version. JW 10/2021.)
  • 5. Attachment Manager (Pro or Enterprise) and configuration.
  • 6. SQLYog Community.
  • 7. Import pre-existing data OR set up new Pro (Auto/Truck/MX), Enterprise or Presage database.
  • 8. Create necessary Windows scheduled tasks (Image Synch primarily.)
  • 9. Tortoise SVN. (Many of our services now rely on it to get updated efficiently.)
  • 10. PHP Rolling Backups

Optional (If the customer/we require it)

  • 1. Put a primary installation (Pro, Enterprise, Presage) on the server, either for our use or if the customer purchased one and wants it there.
  • 2. Quickbooks, Quickbooks SDK, QBFC. Configuring Quickbooks gets done at a later date.
  • 3. WAMP (if they use LX Pro, LXW or Workclock) and configuration. Relevant wiki article.
  • 4. LX Pro or LXW (a.k.a ITrack Mobile) and/or Workclock, and configuration. Relevant wiki article.
  • 5. Report Commander/Print Queue.
  • 6. OpenVPN (if they require our VPN solution.)
  • 7. MySQL supported components (PHP Rolling Backups, UDF Thumbnailer)
  • 8. Car-part for Auto Yards and configuration.

Nice to have (These aren't required but can be helpful in doing our jobs)

  • 1. 7-zip.
  • 2. Notepad++.
  • 3. Unlocker.
  • 4. Malwarebytes.

Finishing Up

If this new server is replacing an old one, make sure to:

  • 1. Stop the MySQL service and set it to "Disabled" in the Windows Services menu.
  • 2. Stop the Replikwando Service and set it to "Disabled" in the Windows Services menu.
  • 3. Stop the wampapache64 Service set it to "Disabled" in the Windows Services menu.
  • 4. Stop the Image Synch and RPK scheduled tasks in Windows Scheduled Tasks and set them to "Disabled."
  • 5. Remove the Report Commander license from the old server so it can be activated on the new one.

Once these steps are completed, please proceed to the Customer Deployment article (pending) to finish the customer deployment.