These instructions should be used where more than one instance of the same version of WealthWorks+ needs exist on the same IIS Server, and the MSI installer cannot be used. Follow the Installation of WealthWorks+ instructions wherever possible first.
Introduction
- Each WealthWorks+ release requires specific Troika releases to be applied before attempting to install WealthWorks+. Check this article for compatible Troika releases for this WW+ update release.
- WealthWorks+ requires .NET framework 4.8 to be installed in your IIS webserver before the update is applied. The installation package for .NET framework 4.8 can be downloaded from https://dotnet.microsoft.com/download/dotnet-framework/net48. It is also included with the release package WealthWorksPlus4.nn.n_NetFramework_4_8.zip.
- A reboot of the IIS webserver maybe required after installing this update of WealthWorks+.
- If IIS has been installed or configured for the first time, ensure the required IIS features are enabled; as listed in the system requirements.
Part A Installing WealthWorks+ manually using the site files provided
Step | Instructions |
| 1 | Download the release zip file 'WealthWorksPlus4.nn.n.zip' accessed at the bottom the latest WW+ release article. Save the zip file to your server running Internet Information Services (IIS) and unzip the contents. The release zip file 'WealthWorksPlus4.nn.n_NetFramework_4_8.zip' also contains the installer for .NetFramework 4.8 if required. |
| 2 | Open IIS Manager. Open Internet Information Services (IIS) Manager. Expand your server directory by clicking the > to the left of the icon in the left-hand pane. Expand the Default Website (or choose the website you want to install WealthWorks+ to). |
| 3 | Right click on the website, and choose the option to 'Add Virtual Directory'. Enter a name for this installation. The default name is WealthWorksPlus. Enter a path where the physical files will be located on the webserver. Navigate to the directory on the server where website’s files files will be maintained separately from existing installations. 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. Click OK to complete. |
| 4 | From the release zip file, copy the contents from the SITE_FILES directory into the location selected above for Virtual Directory. Do not create any sub folders or a folder for SITE_FILES. The contents of the SITE_FILES must reside in the root of this location. |
| 5 | From IIS, right click on the Application Pools folder in the left hand pane. Select 'Add Application Pool'. Enter a name. The default name is WealthWorksPlus. Select .NET CLR Version v4.0.40310 and the Integrated Managed Pipeline mode. By default this application will run with the 'ApplicationPoolIdentity'. |
| 6 | From IIS, Select the Virtual Directory created in the left hand pane. Select the action. Basic Settings. Change the application pool to WealthWorksPlus or the application pool just created. Click OK. |
| 7 | From IIS, select the new Virtual Directory in the left hand pane. Double-click on the Connection Strings icon. Select 'Add to create a new connection string. Give the connection string a name. The default connection string name (CS Name) is WealthWorksPlus. Enter one of the following connection strings for accessing the SQL Troika database:-Data Source=SERVERNAME;Initial Catalog=DBNAME;Integrated Security=SSPI; SERVERNAME Should be replaced with the name of your SQL Server DBNAMEShould be replaced with the name of your Troika SQL database The server name and database name are displayed on the top of the Troika Desktop. If a Trusted connection is to be used, please ensure the ASPNET account access to the Troika SQL database with 'dbo' privileges. This can be configured from SQL Server Management Studio. NB For SQL Server authentication use:-Data Source=SERVERNAME;Initial Catalog=DBNAME;User ID=sa;Password=SQLpassword SERVERNAME Should be replaced with the name of your SQL Server DBNAMEShould be replaced with the name of your Troika SQL database sa Should be replaced with your SQL user account SQLpasswordShould be replaced with your SQL account password If you have multiple SQL databases, please contact thewealthworks support for further assistance setting up the database connections. Click OK to save the connection strings. |
| 8 | Additional folder permissions must be applied after installation. Identify the 'Worker process' by looking at the application pool identity settings in IIS Manager for WealthWorksPlus. The identify will usually be the 'NetworkService' or the 'ApplicationPoolIdentity'. Using File Explorer, browse to the virtual directory folder (by default C:\inetpub\wwwroot\WealthWorksPlus) and add 'Read' and 'Write' permissions for the worker process identity to the folder. If the site is running using Application Pool identity, type the account name 'IIS AppPool\WealthWorksPlus' and remember to change the location to your webserver name before clicking Check Names and OK. |
| 9 | Using windows Explorer, locate the folder with the site files, and open the web.config file found in the root of this directory. Open the file with Notepad or a similar text reading application, with Administrator rights. Amend the following entries (support will be able to provide some of these entries for you).
In the section <connectionStrings>, for each connection string add; Insert providerName="System.Data.SqlClient" For example: <add connectionString="Data Source=IISSERVERNAME;Initial Catalog=Database;UID=sa;pwd=password" providerName="System.Data.SqlClient" name="WealthWorksPlus" /> Save and close the file. |
| 10 | From your SQL Server Management Studio you will need to execute one or more SQL script files. You must ensure you are connected via SSMS to the database with db owner rights to the SQL database before executing any SQL script. Ensure all Troika users have logged out fully when running the upgrade script and ensure you select the correct database before executing the file. The Connect SQL Scripts provided all start ConnectScript.v4.x. |
| 11 | If the SQL data you are using has previously been used with an earlier release of WealthWorks+, execute the Connect upgrade SQL script for this release provided in the folder 'SQL_UPGRADE' on your SQL database. You will need to execute all connect scripts provided in the folder 'PREVIOUS_UPGRADES' sequentially from release you uninstalled upward, before running the latest Connect upgrade script. The release Connect Script file names for each version can be found in this article. |
| 12 | To verify the installation was successful, 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 connection string in this format: http://WEBSERVER/WealthWorksPlus/login?DBN=CSName For example http://MYIISSERVER/WealthWorksPlus/login?DBN=WealthWorksPlus |
| 13 | To allow the Troika Desktop to access WealthWorksPlus, the system settings in the Troika utilities module need to be amended. From the system settings menu, a section ‘Wealthworks+’ can be accessed to update the URL and Connection String name for the new site. Enter the CSName that corresponds with your Connection String Name in IIS (the default is WealthWorksPlus) and ensure the WWPLUSURL is populated with the updated with your webserver name: - For example http://MYIISSERVER/WealthWorksPlus Check WealthWorks+ can be accessed from the Troika Desktop and modules using the shortcuts provided. |
| 14 | Go to the Options > System Administration > Healthcheck page and check for any red errors in the list of items. Contact support if any red warning items are listed on the healthcheck. |
Part B Configuring SQL Server
From WW+ release 4.15, Part B steps 15 to 19 can be ignored entirely.
For earlier versions numbers, If you are using SQL Express and you are using the scheduled jobs which are configured as part of Troika SQL Utility, these SQL jobs are not required. If you are using SQL Standard, Enterprise or other versions and haven’t installed the Troika SQL Utility, you must create and configure these SQL jobs as follows: -
Step | Instructions |
| 15 | From your server console, open SQL Management Studio and locate the Jobs folder in: - Management / SQL Server Agent / Jobs. Right Click ‘Jobs’ and click New Job. This should open up the New Job Properties window. Enter the name ‘WealthWorksPlus Daily Updates’ and set the Owner to be user “sa” or another SQL administrator user. Click ‘Steps’ to show the Steps tab. Click ‘New’ to create a new step. |
| 16 | Enter the following details and click ‘OK’. Step Name: WealthWorksPlus Daily Updates Type: Transact-SQL Script (TSQL) Database: <Set this to the troika database> Command: exec fshDailyUpdates Click ‘Schedules’ to open the Schedules tab. Click ‘New Schedule’ and enter a schedule name. Click the ‘Change’ button to set up the recurring properties. Set the schedule to run once a day, after the close of business for your organisation. Click ‘Ok’ to save the schedule properties, and ‘OK’ again to save the job properties. Close the job. |
| 17 | Right Click ‘Jobs’ and click New Job. Enter the name ‘WealthWorksPlus Weekly Balances’ and set the Owner to be user “sa” or another SQL administrator user. Click ‘Steps’ to show the Steps tab. Click ‘New’ to create a new step. |
| 18 | Enter the following details and click ‘OK’. Step Name: WealthWorksPlus Weekly Balances Type: Transact-SQL Script (TSQL) Database: <Set this to the troika database> Command: exec createdailybalances Click ‘Schedules’ to open the Schedules tab. Click ‘New Schedule’ and enter a schedule name. Click the ‘Change’ button to set up the recurring properties. Set the schedule to run once a week, after the close of business for your organisation. Click ‘Ok’ to save the schedule properties, and ‘OK’ again to save the job properties. Close the job. |
| 19 | Ensure the SQL Server Agent service is running. Start both these SQL jobs manually by right clicking on them and selecting ‘Start job’ to ensure they run without errors. |
Part C Configuring the Document Store location
The ‘Document Store’ feature requires a shared directory to be created for documents to be maintained by WealthWorks+. This can be on the same location that is currently being used by Troika to store documents, as long as the IIS worker process has permission to update this location.
From within WealthWorks+, login as an Administrator and access the System Administration page and Other Settings section. Set the Document Store Location to the shared folder area you would like documents to be stored in. The path can be to another server provided the IIS worker process has access to this location. The location should also be included in any backup schedules. Assign ‘Full Control’ security permissions for the ‘IIS Worker account’ to this folder.