[Xerte] Installing Xerte Online Toolkits on a Windows IIS Server

[Hartley, Peter]

Below I have listed the tasks needed to be done by myself to get Xerte working on IIS, I hope this helps others and I wonder if there are any extras that need to be done or if there are mistakes. I am not going to use ldap so I have not delved into that.
Installation of Xerte on an IIS server

 1.  The server should be running MySQL and PHP - the usual set up for something like Moodle should suffice
 2.  Create a database on the server using MySQL called xerte
 3.  Create a user called xerte and give them all schema privileges to the database, choose a suitable password
 4.  Create a folder in the server web site called xertetoolkits
 5.  Give Everyone modify access rights to this folder
 6.  In IIS Manager right click on the folder and go to properties
    *   In Directory Security make the folder Anonymous Access
    *   In HTTP headers select MIME Types and add
       *   Extension: .rlm and MIMEtype: text/plain
       *   Extension: .rlo and MIMEtype: text/plain
       *   Extension: .rlt and MIMEtype: text/plain
 7.  Download the Xerte Online Toolkits from http://www.nottingham.ac.uk/toolkits/
 8.  Extract the zip file to another folder
 9.  Rename the file index.php as index1.php
 10. Rename the file switch.txt as index.php
 11. Look at the index.php file and find the line which says switch($_POST["login"]){
    *   Below that line is a set of users and passwords, you will need to use one of these for testing
 12. Now copy all the files from the extracted folder into the xerte folder on the web site
 13. On the server itself load a web browser and run http://(yourserver)/xertetoolkits/setup<http://%28yourserver%29/xertetoolkits/setup> and click on 'For a full install'
 14. On Page 1 enter the following:
    *   Please start by typing in the name of the host where you'd like the toolkits database to be created on. People following the XAMPP path / or testing locally should type in localhost. - localhost
    *   Please enter the username for a MySQL account that has Create and Insert rights on this host from this location. People following the XAMPP path / or testing locally should type in root. - xerte as above
    *   Please enter the password for this account (optional). People following the XAMPP path / or testing locally should leave this field blank. - xerte password as above
    *   Please enter the name for the database if it already exists, or the name of the new database if you'd like one creating. - xerte as above
    *   If you'd like to prefix the tables installed with a word to help house keeping, please type it in below (optional). - leave blank
 15. On Page 2 enter the following:
    *   Database account name for users of the site. People following the XAMPP path / or testing locally should type in root. - xerte as above
    *   Database password for the account above. People following the XAMPP path / or testing locally should leave this field blank. - xerte password as above
 16. On page 3 enter the following:
    *   The site url is (This is the URL of the site - changing this will not change the URL) - http://(yourserver)/xertetoolkits<http://%28yourserver%29/xertetoolkits>
    *   The admin username is - xerteadmin
    *   The admin password is - suitable password
    *   Leave the rest to edit later
 17. The installation should now finish
 18. Leave the server and go to the web site on a local computer at http://(yourserver)/xertetoolkits/management.php<http://%28yourserver%29/xertetoolkits/management.php> and logon as the xerteadmin
    *   From here you can edit the details you missed out on page 3
 19. Now logout and go to http://(yourserver)/xertetoolkits/<http://%28yourserver%29/xertetoolkits/> using the user and password you noted from the switch.txt which you renamed index.php
 20. Test Xerte to see if it works
 21. Add more users to index.php for testing or change the users already there
 22. To use ldap edit the ldap settings, rename index.php as switch.txt and rename index1.php as index.php
    *   This process can be reversed if ldap does not work


Peter Hartley
peter.hartley at kedst.ac.uk<mailto:peter.hartley at kedst.ac.uk>

>From my MacBook



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