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Installation step by step

Modified on Wed, 2 Aug, 2023 at 3:07 PM

Contents


1. System requirement?

  • Java is installed?
  • Tomcat is installed and configured?
  • Tomcat is started and accessible?
  • database driver is in the tomcat "lib" folder?
  • database is installed?


2. Installing Apache Tomcat

Installing with Apache Tomcat manager

The following steps describe how to install formcycle with the Apache Tomcat web container 8.0 (with installed manager application). For other Java web containers or application server, consult the installation instruction of the corresponding documentation or help pages.

  1. Start Apache Tomcat.
  2. Open the Tomcat manager and sign in with your account, if necessary.
  3. Go to the section named Select WAR file to upload. Click on browse and choose the formcycle.war file from you local file system. Upload the application by clicking on deploy.
  4. Once the installation has completed successfully, the entry xima formcycle server will appear in the list of installed applications. A success message similar to the following should be displayed: OK - Deployed application at context path /formcycle.


In case the installation should fail with the error message SizeLimitExceededException, the  upload file size limit of the Tomcat manager must be increased in the web.xml configuration file.

Installing the WAR file manually

To install the WAR file manually, copy the formcycle.war to the webapps directory of the Tomcat web container.

  1. Copy the formcycle.war to the webapps directory of the Tomcat web container. 
  2. Restart the Tomcat application server.
  3. Tomcat will unpack the WAR file automatically on startup, completing the installation.


Continue with the initial configuration.


3. Initial configuration of formcycle


The initial password for the system administrator (username sadmin and password admin) should be changed immediately after your first login.



When the system was not configured yet, you will see these notifications on the login page.
Sign in as the system administrator to setup the system.


After you deployed formcycle to the application server, you need to configure the system before it is ready to be put in use. Go to the configuration page which you can access via the following URL, assuming you did not change the default settings:

http://servername:port/formcycle/

Sign in as the system administrator. The default username and password are sadmin and admin, respectively. Make sure you change this password.


Login attempts

To improve the security of the system, when a user enters an invalid password too many times, they are blocked from further login attempts. By default, after a user fails to login for five times, they are blocked for 15 minutes until they can try again. When necessary, these default settings can be changed.


4. Setting up the database connection

Make sure you did install the database driver for your database management system. Then you can configure the database connection, see database.


5. Providing a valid license file

See license.


6. Setting up the email server

To create the first client, the email server must first be set up to receive the invitation email for the client. For more informations see mail server.


7. Creating a client

See clients.


8. Customizing the application properties

All application properties have got a sensible default value. You only need to modify them if necessary. See application properties.

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