Introduction

Part A Installing WealthWorks+


Step

Instructions

1Download 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.
2Run the WealthWorksPlusInstall.v4.nn.n.msi file found in the MSI folder, to install the WealthWorksPlus virtual directory to your webserver. You will be prompted for the following information: -

Website. This is set to the default website when installing WealthWorksPlus but you can select any website you have created or that already exists. There is no requirement that the default website must be used.
Virtual Directory. This will default to a Virtual Directory called 'WealthWorksPlus'.
Application Pool. This will default to an application pool called 'WealthWorksPlus'.
3Click Next. Either leave the default install destination folder as displayed, or amend the path to a different directory. If you amend the path, configure the chosen folder security to add full control, AppPool or relevant service account permissions, the app pool is running as.  
4Click Next.  Enter a valid connection string for accessing the SQL Troika database, and connection sting name.  The default connection string name (CS Name) is WealthWorksPlus.  The CSName setting can be found via the System Settings menu option in Troika Utilities.  Enter one of the following connection strings for accessing the SQL Troika database:-
NB For Windows authentication use:- 
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.
5At the next screen, a default path for the application log files to be maintained in will be offered. We recommend leaving this path as displayed. If the path is amended, the WealthWorks+ application should have read/write permissions to this folder.  Configure the chosen folder security to add the AppPool permissions or relevant service account, the app pool is running as.  Click Next to finish the installation.
6Using 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).
  • <add key="SupportUniqueId" value="PROVIDED BY SUPPORT" />
  • <add key="SupportSecret" value="PROVIDED BY SUPPORT"  />
  • <add key="LogPath" value="c:\LOGFILES" />  Set this location to a folder on your webserver where log files will be maintained by WealthWorks+.  WealthWorks+ application should have read/write permissions to this folder.  Configure the chosen folder security to add the AppPool permissions or relevant service account, the app pool is running as.

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.
7
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.
8
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.
9
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.
10
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
11

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.

12Go 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 13 to 17 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

13
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.
14

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.
15Right 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.
16

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.
17Ensure 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.