Introduction

  • Use this solution if you have more than one SQL database and you require multiple instances of WealthWorks+ running on the same IIS.
  • Method 1. If all the instances of the SQL database will be running the same version of WealthWorks+ and Troika, at the same time, including when you upgrade to newer versions, follow the instructions to create multiple Connection Strings to the same website running WealthWorks+.  This is ideal if you are operating multiple client datasets as separate SQL databases, and they will all be upgraded at the same time in the future.
  • Method 2. If any of the instances of the SQL database will be running differing versions of WealthWorks+ and Troika at any point, follow the instructions to create a new website on your IIS Server to separate the operation of each installation.  This model of operation is ideal if you need a period of UAT before upgrading or applying updates to WW+, and earlier versions of WW+ need to run in parallel with the current release version.


If you need to install the same version of WealthWorks+ more than once to different websites on the same IIS server, you'll need to manually install the site files, instead of using the MSI installer provided.



Method 1. Creating multiple Connection Strings to the same website running WealthWorks+ (all databases will use the same WW+version)

  1. Repeat Step 4 of installing WW+ for the first time, to create a second Connection String to the SQL database, on your IIS Server using either Windows Authentication or SQL Authentication. Make a note of the new Connection String name. Saving the new connection string in IIS will restart WealthWorks+ momentarily.  
  2. Log into the Troika Desktop for the second database you are creating a WealthWorks+ installation for.  Repeat step 9 to input the new connection string created in the previous step.
  3. To verify the new connection is correct, access WealthWorks+ from the Troika Desktop or Shortcut to the full URL. If using a URL shortcut to access WealthWorksPlus, ensure the full URL contains the DBN= with NEW connection string in this format:  http://WEBSERVER/WealthWorksPlus/login?DBN=NEWCSName

    For example http://MYIISSERVER/WealthWorksPlus/login?DBN=SecondWealthWorksPlus


Method 2. Creating a new website on IIS (databases will use differing WW+ versions)

  1. These steps are for creating a new website on your Internet Information Services (IIS) server. These steps are shown in IIS 10, but the same basic procedures apply to IIS 7, 8 and 9.
  2. Open IIS Manager.  Open Internet Information Services (IIS) Manager.
  3. Expand your server directory by clicking the > to the left of the icon in the left-hand pane. Then, right-click Sites and select Add Website
  4. The Add Website window will open. Enter the name for the new website in the Site name field.  Unless you plan to use site alias names instead of the address, use a name that will help identify the database being connected to.
  5. Add physical path.  Navigate to the directory on the server where website’s files files will be maintained separately from existing installation. Keeping the new folder within the root of the default INETPUB folder will help inherit any IIS permissions; using a folder outside of the default INETPUB may require additional folder permission to be applied.
  6. Set the binding options. Under Binding, select the Type (HTTP or HTTPS), IP address, Port, and Host name.  Contact your network administrator for assistance with setting the binding options to ensure the site address URL is unique. When working with an IIS website a “binding” is the combination of protocol (http, ftp, https, etc.), IP address, TCP/IP port and host name (basically a domain name).  The binding is then associated with the website which allows IIS to properly route incoming traffic to the correct site.  
  7. Check the option to start the website immediately.  Click OK to finish creating the new website.
  8. Repeat all the steps for  installing WW+ for the first time, to create a second installation of WW+. Ensure when running the MSI file in step 2. to select the NEW website name you've just created.

Website. Select the NEW website you have created.

Virtual Directory. This will default to a Virtual Directory called 'WealthWorksPlus' but you can rename it.

Application Pool. This will default to an application pool called 'WealthWorksPlus'. 


        Note your second site installation for WealthWorks+ will have a different URL to the original installation.