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Tradepoint for Web Template Install and Orientation Instructions

Nov/13/2005


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Installation Instructions

1)      Please make sure your computer is running Windows 2000, Windows XP, Windows Vista, Windows 2003 or later and the Microsoft .NET Framework 2.0 is installed. The framework can be downloaded from the Microsoft web site at this location: http://www.microsoft.com/downloads/details.aspx?FamilyID=0856eacb-4362-4b0d-8edd-aab15c5e04f5&DisplayLang=en

2)      We have determined the best tool for editing Tradepoint database driven websites to be Visual Studio 2005.  If you are not using the software already, a free “express” version of the software can be downloaded here: http://msdn.microsoft.com/vstudio/express/vwd/download.  Going through the many stages of installing the software may take a few minutes depending on your internet connection.

3)      After the software has downloaded (or while the software is downloading) please feel free to download your default "templated" website by clicking the link found in the email sent to you by our tech staff shortly after you purchased Tradepoint for Web.

4)      Now you have two choices:

a.       If you are a programmer and plan on using IIS for debugging purposes please follow the instructions in located in at: http://www.tradepoint360.com/KB/Article.aspx?ArticleID=685AD57E-A21A-40E5-8F64-4B7586DA5E3E to setup IIS correctly and then extract the zip into your IIS site's root directory"

b.      All other users please extract the files into any directory on your computer other than inetpub or wwwroot.  Even your desktop will do.  Please place the files where you desire to keep them for development purposes.


Bonus:

Visual Studio .NET 2005 provides the ability to manage database driven web presences without the need of IIS or even an XP Pro operating system.


Getting Oriented

5)      Now that you have gone through the VS.NET installation procedure and your setup files are located where you desire them to be, please start Visual Studio .NET (VS.NET) for the first time.

6)      Once VS.NET has loaded for the first time, please select “File” from the menu items then select “Open Web Site…” from the drop down menu. VS.NET will automatically bring in the entire “Project” or directory tree for your website.

7)      At the far right hand side of the screen you will see a screen entitled “Solution Explorer”.  This solution explorer acts as a quick reference of all of your website files.  You can open, edit and save all of your site changes by double clicking files from this window and saving in the standard manner (File -> Save __Filename__)

 

 

8)      Tradepoint for Web has been written using ASP.NET technology therefore the files you will be altering to affect your web changes will be all files with an “.aspx” extension.  Also Tradepoint for Web uses CSS (Cascading Style Sheets) to provide many of the “branding” colour, layout and behaviours of your site.  There is plenty of support on the internet on how to use this technology successfully.  CSS files end with the extension “.CSS”


Final Setup

9)      Now that you are oriented with the software, please open any of the “.aspx” files.   I suggest “Default.aspx” from your Solution Explorer located on the right.  Open it by double clicking the file name

10)  You will notice the file loads in the center of the screen showing the HTML source code.  You can please switch this view to design view by clicking the “Design” button located at the very bottom of the screen.  Once you do this you will notice the centre screen changes to remove the HTML code and replace the content with a rendered view of basically what your site would look like.  You can feel free to use both modes when designing your site. 
For those of you who like using keyboard commands more than mouse clicks.  These views can be swapped by typing Ctl PgUp or Ctl PgDn (Control Page UP or Control Page Down)

11)  Ok. Now you are in design view.  Look to the left of your screen and see the title “Toolbox”.  Underneath that you will see the word “Standard” with a “-” sign to the left of it.  Through this window you can drag HTML and other commands onto your webpage.  We are now going instruct you how to import the Tradepoint Web Controls into VS.NET so that you can do database management without ever needing to programming a single line of code.

12)  Right Click on the word “Standard” and select the  “Choose Items…” heading. 
Wait a minute and a window will pop up.  Please be patient.

13)  In the Choose Toolbox Items window please look to the bottom right of that popup window, locate the “browse” button and click it.  Up will pop another window

14)  In this new “open” window, please navigate to where you saved the template website.  After you have found the folder, please open it to reveal its contents (if you have not already). Once the site is open you will see a folder named “BIN”. Please open that folder.  Now you will see a series of files.  Please select (double click) the Tradepoint.Web.dll from the list of files and or highlight the file and click the “open” button.  The window will close and then please click the “OK” button to close the “Choose Toolbox Items” window.

15)  Congratulations! You have now imported the entire Darwin Custom Database tools into your VS.NET application. Now you are ready to design to your heart’s content!

 Final Orientation

16)  Let us take advantage now of the fact that you have already opened the Default.aspx file and introduce you to how you can easily add a database driven field to your new website.

17)  If you are not in “design view” of the Default.aspx file please change the screen to the design view by following the procedure found in step 10.  We are doing this only for simplicity’s sake.  You can do what we are about to do from either view.

18)  Look over to the left of your screen and located the “Toolbar” window again.  Scroll the elevator down to the very bottom of the page.  You will see two icons floating at the bottom: WebDynamicList and EcommerceField.  You will also notive a new “Localize” icon as well higher up in the list. 

19)  Click the mouse on the WebDynamicList icon and hold the button down.  Drag (or move) the mouse pointer to the anywhere on the white space you see in the center of your screen.  You will notice you pointer changes from a circle to an arrow again.  Once your pointer changes to an arrow, release the mouse button.

20)  Congratulations! You have now created a new database driven component on your web page without any programming what so ever!   Now look to the right of your screen just below your “Solution Explorer”

21)  You will notice a “properties” window and below that title you will see a property named “WebDynamicList1”.  Below that you will see information about the property you WebDynamicList item you just created.  Scroll down in that window until you see the titl “ParentObject” and notice the blank space to the right of that title.  Click on the blank space beside the ParentObject title and select the drop down that appears; you will see a long list of all of the different types of database tables inside of your Tradepoint.  This window allows you access to display information in any (security enabled) section of the software.  Let’s now select product as an example; it should be second from the top in the drop window that just poped up; unless the Tradepoint technology department made some recent database changes :).

22)  Now that you have successfully selected product from the drop down menu, please scroll your property window up until you see the “Columns” title.  Click on the white space beside that title and you will see a “…” button.  Click it.  Up will pop up a whole bunch of sub headings inside your product database table.  This is information you can select to render on your website.  Let’s check off “Product.Name” and “Product.Description” for this example.  The titles say it all.

23)  If you leave the page as it is, your website will list all of your products and show the names and descriptions that you have stored in your Tradepoint for Windows Global Business Management product.  Your site will always show you the most up to date information within your company as long as you stay synchronized to your web server that serves your site:  This is automatically set when you install your Tradepoint so you need not worry about it; Other Knowledge Base articles explain this in more detail

24)  One last thing.  What happens if you want to filter the list that is displayed on the screen to show only a few select products?  Well, it’s easy.  In the same window where you set your “ParentObject” and your “Column” information (the “properties” window), scroll through the list until you see the “Filter” title.   In the blank space provided to the right of that title you can now enter specific filter criteria to display specific information from your Tradepoint Database system

 Configuring your Website to be linked to your company's database:

  1. Scroll down to the bottom of the file list in the Solution Explorer and find the file "web.config". Double-click this file to open it in the design window.
  2. Near the top of the web.config file you will find a section called <appSettings>. This section contains all of the settings for this web site.

You will need adjust a number of these settings before the web site will work on your computer. Do not remove any of these settings as they are required for the web site to run correctly. To adjust the settings simply change the text inside of the value="" tag.

InstanceName: Enter a name for this web site. If you are running multiple web sites on the same server this setting will be important to ensure that each uses the correct settings.

WebSite: Do not change this value.

ServerName: This is the location of the server that the Tradepoint database is located on. The default value is "(Local)\Tradepoint" which means it will use the database that is on the current machine. If your Tradepoint database is located on a different machine, enter the correct path to the database server in this section.
DatabaseName: You should not need to change this setting, unless you have multiple copies of Tradepoint running on your computer. In that case, enter the desired database name.
UserName and Password: Do not change these fields.

DomainName: This is the location of the web site when you run it. Make sure that the number at the end, 91 in the example above, is the same number that you entered as the Port number for the web site earlier.

SendMailServer: The mail server that will be used to send contact forms, lost password messages and any other e-mail generated by the web site.
SendMailSSL: If your send mail server requires a secure connection, set this to true.
SendMailLogin: If your send mail server requires you to log in before sending, enter your mail login here.
SendMailPassword: If your send mail server requires you to log in before sending, enter your mail password here.
LostPasswordFrom: Enter the e-mail address that you want to appear as the From address on mail sent from the web site to users.

Company: In this field you need to enter the ID of the Company that the web site is for. You can find this ID value in Tradepoint by going to File - Company Setup. Select the appropriate company and go to the Web Site Configuration section. On this screen you will find the Company ID. Copy the ID and paste it into the appropriate spot on the web.config file.

Division: Like the Company field, this sets the default Division for the web site. You can find this ID value in Tradepoint by going to File - Company Setup and selecting the Divisions item. Select the division that will be the default division for the web site and double click to open the Division. On the Company Division window go to the Web Site Configuration screen. On this screen you will find the Division ID. Copy the ID and paste it into the appropriate spot on the web.config file.

Localize: If you are running a multi-lingual website then set this property to True.

 

Viewing the Web Site

  1. When all of the settings have been correctly configured and you wish to view the web site press F5 to launch the site.

Superb Tutorials
Some fantastic tutorials for Visual Studio Developer Express Edition 2005 can be found on Microsoft's website:
http://msdn.microsoft.com/vstudio/express/vwd/learning/


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