The software contains two core components: a SQL Server Database and a client, and the software contains three optional components: a Web add-on (ISS), a file share that holds attachments, and a service that e-mails reminders and tasks (e-mailer service). In a typical single-user installation, the Database and client are installed on the same computer. In a typical client/server installation, the Database, file share, e-mailer service, and Web add-on are installed on one server, and the client is installed on each end-user's workstation.

Table 1 lists the system requirements for the server and client components. You may install all of the server components on one computer, or you may install them separately. The client uses an auto-update function that is similar to Windows Updates. For auto-updates to work, firewalls must allow traffic over HTTP port 80 to/from ihrsoftware.com. Apex recommends that all of the workstations, users, and server(s) are joined to the same Windows AD domain.

Table 1. System Requirements

Component	Prerequisites	Client/Server	Permissions	Additional Memory (MB)	Additional Hard Drive Space (MB)
Apex Client	Windows Vista, 7, 8, 2003, 2008 or 2012 .NET Framework 4.0 or better	Client		128	32
Database	Windows Vista, 7, 8, 2003, 2008 or 2012 SQL Server: SQL 2005 Express, 2008, or 2012 .NET Framework 4.0 or better P4+ > 2GHz	Server	Default SQL Server installation permissions	2048	500
Share for File Attachments	Windows XP, Vista, 7, 8, 2003, 2008 or 2012 All Apex thick clients must be able to use a UNC path to access this share. Web clients do not require access.	Server	Typically, HR has full permissions over the share HR assistants need read/write/create Managers may need read on folders for individual employees	0	4000
Task E-mailer Service	Windows Vista, 7, 8, 2003, 2008 or 2012 Relay Access to SMTP Server .NET Framework 4.0 or better	Server	Service must run under an account that can read apexTaskEmailer.xml in the program installation folder	10	10

2. Database Server Installation

The database server requires Windows 7 or better. If you use a Windows domain then the server should be a member of the domain. The procedure for server installation depends on whether or not you are attaching the database to an existing SQL Server 2005 or better.

2.1. Attaching the Database to an Existing SQL Server

If your server already runs SQL Server 2012 then log on to your SQL Server as an administrator. Confirm that the collation on the server is set to the US default, SQL_Latin1_General_CP1_CI_AS. You can look up collation by looking at the general tab/node on the server's properties. If you see a different collation setting then you should install a separate SQL Server instance. Download the compressed database backup file...

http://iHRsoftware.com/FTP/iHRDb.zip (3M)

Extract the file and use SQL Management Studio to restore it as a database named iHR. During the restore, you may want to change the locations of the mdf and ldf files. Also, the iHR database must have an owner. After restoring the database, set the owner by opening the database properties. Alternatively, run the script below.

EXEC sp_changedbowner 'sa'

2.2. "No SQL Server" Installation

If SQL Server 2012 is unavailable then log on to the server as an administrator. Download and run the self extracting executable...

http://iHRsoftware.com/FTP/iHRSetup.exe (16M)

The installer will open. Click Server Installation.

IMPORTANT! With the No SQL Server installation, append \IHR to the server's name when the system prompts you for the name of the database server. If your server were named MyServer then you would enter MyServer\IHR

3. Client Installation

4. Configuring File Attachments and Portraits

5. Configuring Security

Before you configure security, decide whether users will use Windows Authentication or SQL Authentication. Windows is preferred because, after the initial setup, it allows you to use Active Directory to control accces. Unlike Windows Authentication, SQL Authentication requires that you create a new SQL login for each user. Note that Windows Authentication requires that all of the users are enrolled in the same domain as the computer that hosts the SQL Server. To set up typical security for Windows Authentication, read Section 5.1. To set up typical security for SQL Authentication, read Section 5.2. For additional security information refer to the help manual at http://iHRsoftware.com/ftp/help.doc.

5.1. Setting up Security for Windows Authentication

Typical security setup for Windows Authentication requires that you create an AD group, join it to the db_owners role, confirm the permissions on the public role, and then associate Windows Accounts with Apex employee records. If you will install Instant Self Serve then you must also grant database access to the staff by clicking Company > Security and adding the Domain Users role.

5.1.1. AD Group for HR Administrators

Create an AD group that holds all of the users who need full access to the database. To create it, open Active Directory and create a group named something like "HR Admin" and join the necessary users. Then, in Apex, click Company > Security and open the security window. Click Add Windows User or Group. Enter the name of the AD group in the format domain\group. Save it. Then click the tab named Membership and click the checkbox named db_owner. Save your changes.

5.1.2. Public Role for Managers and Their Staff

The public role defines the permissions for managers and their staff. To check the permissions on public, double-click it and then click the tab named Permissions. In the select box named Scope, select "User Viewing Self". These permissions define what a user can see about himself. Now select "User Viewing Subordinates". These permissions define what a user can see about his subordinates. (The software identifies the user's subordinates based on the Manager select box that is found on each person's General tab.)

5.1.3. Associating Windows Accounts with Apex Employee Records

For each user, associate his Windows Account with his employee record so that Apex can correctly match "self" and "subordinate" permissions. You can manually enter the Windows Accounts by opening each person and entering their domain\account in the Security Account field on theirGeneral tab. Or you can click Company > Employees > Custom Tabular Reports > Names, Locations, Departments and Accounts and enter the Windows Accounts for everyone on one screen (click Apply often). Or you can copy and run the script below in either SQL Management Studio or the window that opens when you click Company > Execute SQL.

-- Adds access for windows accounts: john doe --> YOURDOMAIN\jdoe

-- Sets work e-mail address based on account name

-- Associates each user account with the correct Apex employee record

USE IHR

DECLARE @username varchar(50), @person_id int, @wdomain varchar(50), @edomain varchar(50)

SET @wdomain='CHANGE_ME_TO_YOUR_WINDOWS_DOMAIN'

SET @edomain='CHANGE_ME_TO_YOUR_EMAIL_DOMAIN'

DECLARE p_cursor CURSOR FOR SELECT LOWER(SUBSTRING([First Name], 1, 1) + [Last Name]), PersonID FROM Person

OPEN p_cursor

FETCH p_cursor INTO @username, @person_id

WHILE @@FETCH_STATUS = 0

BEGIN

   UPDATE Employee SET [SID] = SUSER_SID(@wdomain + '\' + @username) WHERE EmployeeID = @person_id

   UPDATE Person SET [Work E-mail] = @username + '@' + @edomain WHERE PersonID = @person_id

   FETCH p_cursor INTO @username, @person_id

END

CLOSE p_cursor

DEALLOCATE p_cursor

5.2. Setting up Security for SQL Authentication

Typical security setup for SQL Authentication requires that you create a SQL login for each administrative user, join the logins to the db_owners role, confirm the permissions on the public role, create a SQL login for each user, and then associate the SQL logins with Apex employee records.

5.2.1. Creating SQL Logins

Click Company > Security. Click Add SQL Login. Enter the login and password. Click Save. If this login should have full permissions then click the tab named Membership and click the checkbox named db_owner. Save your changes and repeat these steps for each user.

5.2.2. Public Role for Managers and Their Staff

The public role defines the permissions for managers and their staff. To check the permissions on public, double-click it and then click the tab named Permissions. In the select box named Scope, select "User Viewing Self". These permissions define what a user can see about herself. Now select "User Viewing Subordinates". These permissions define what a user can see about her subordinates. (The software identifies the user's subordinates based on the Manager select box that is found on each person's General tab.)

5.2.3. Associating SQL Logins with Apex Employee Records

For each user, associate his login with his employee record so that Apex can correctly match "self" and "subordinate" permissions. You can manually enter the logins by opening each person and entering their SQL login in the Security Account field on their General tab. Or you can click Company > Employees > Custom Tabular Reports > Names, Locations, Departments and Accounts and enter the SQL login for everyone on one screen (click Apply often). Or you can copy and run the script below in either SQL Management Studio or the window that opens when you click Company > Execute SQL.

-- Creates SQL Logins with SSN as the password for each employee: john doe --> jdoe

-- Sets work e-mail address based on login

-- Associates each login with the correct Apex employee record

-- Make sure you delete old SQL logins before running

USE IHR

DECLARE @login varchar(50), @person_id int, @edomain varchar(50), @ssn varchar(50)

SET @edomain='CHANGE_ME_TO_YOUR_EMAIL_DOMAIN'

DECLARE p_cursor CURSOR FOR SELECT LOWER(SUBSTRING([First Name], 1, 1) + [Last Name]), P.PersonID, X.SSN FROM Person P

INNER JOIN PersonX X ON P.PersonID = X.PersonID

OPEN p_cursor

FETCH p_cursor INTO @login, @person_id, @ssn

WHILE @@FETCH_STATUS = 0

BEGIN

   PRINT @login

   EXEC sp_addlogin @loginame=@login, @passwd=@ssn, @defdb='iHR'

   EXEC sp_grantdbaccess @login

   UPDATE Employee SET [SID] = SUSER_SID(@login) WHERE EmployeeID = @person_id

   UPDATE Person SET [Work E-mail] = @login + '@' + @edomain WHERE PersonID = @person_id

   FETCH p_cursor INTO @login, @person_id, @ssn

END

CLOSE p_cursor

DEALLOCATE p_cursor

6. Installing the Apex Task E-mailer Service

To enable automatic e-mails, insure that your Windows Account is a member of Domain Admins and follow the steps below.

Choose the server that will host the service. The server needs network access to the Apex database and an SMTP server. Apex recommends that you install the e-mailer service on an existing SMTP server that does not require SMTP authentication.
If the server that you choose is not an SMTP server then the service will need to use a remote SMTP server. The remote SMTP server must grant relay permissions to your chosen\local server. Also, the e-mailer service cannot pass SMTP credentials. If authentication and relaying create problems then work around them by installing the SMTP service on your chosen server from your Windows Server CD-ROM.
Log on to the target server. Download and run http://iHRsoftware.com/ftp/ApexTaskEmailer.msi (6M).
Create a Window's Account for the service and grant the account permissions. If the service and the database are on the same computer then create a local Windows Account. Otherwise create a domain account. Grant the account read permissions on C:\Program Files\Apex\Apex Task Emailer\apexTaskEmailer.xml . Grant the account full permissions on the database (In Apex Software, click Company > Security, add the account, and join it to the db_owner group).
Assign the account to the service. Open Service Manager, edit the service properties, and enter the new account in the "run as" text box.
Point the service to the database. Open C:\Program Files\Apex\Apex Task Emailer\apexTaskEmailer.xml . Edit the file (right-click it and open with Notepad) and change the connectionString and SMTP elements to point to your database and SMTP server.
In the connectionString element, decide whether to use Windows Authentication (recommended) or SQL Authentication. With Windows Authentication, database permissions will be determined by the Windows Account in which the service runs. Example connection strings are listed below. If you do not know the value of the Data Source attribute then open Apex Software and click Company > Reconnect to Database. Use the text in the Server textbox.

-- Connect to the local server on the default instance. Use the service's Windows credentials to log in.
<connectionString value="Data Source=.;Trusted_Connection=Yes;Database=iHR" />

-- Connect to the local server on the SQLExpress instance. Use the service's Windows credentials to log in.
<connectionString value="Data Source=.\SQLExpress;Trusted_Connection=Yes;Database=iHR" />

-- Connect to a remote server on the default instance. Use the SQL login "daemon" to log in.
<connectionString value="Data Source=Server1;Database=iHR;User ID=daemon;Password=colts2008" />

-- Connect to a remote server on the IHR instance. Use the service's Windows credentials to log in.
<connectionString value="Data Source=Server1\IHR;Trusted_Connection=Yes;Database=iHR" />
Start the service. Open the computer's list of services, find Apex Task E-mailer Service, right-click it and start it.
Verify it worked. Review your application event log to confirm that the service started successfully. If the event log shows success then you can review the log of outgoing e-mails by opening Apex Software and clicking Reports > Tasks > Log of E-mailed Reminders.
Troubleshoot errors in the event log.
Connection errors are usually caused by one of the following problems.
- Wrong type of slash before the instance name (use Server1\iHR, do not use Server1/iHR)
- Using Windows Authentication to connect to a remote databaase when the task e-mailer service is running under a local account. To fix this problem, change the service's "run as" account to a domain account or use SQL authentication in the connection string. The domain account should have administrative database access (member of db_owner). The account needs read permissions on the local apexTaskEmailer.xml file.
- Running the service as LocalSystem (the default account) and using Windows Authentication to connect to a local SQL Server that is not set to run as LocalSystem. To fix this problem, check the account name that the MS SQL Server service is using. If the account is NOT named NetworkService then use that account to run the service. If it is named NetworkService then create a Windows account and assign it to the service as explained in step 3.
E-mail errors are usually caused by one of the following problems.
- Failing to grant relay permissions on the remote SMTP server.
- Setting a blank or invalid "send from" e-mail address in the Apex Software client (Company > Settings, Reminders tab).

Installation Instructions for iHR and ISS

1. Planning Installation