Introduction

The guide gives you a description of how to install IrisBG for the first time. This installation guide assumes general knowledge about how to install software on Windows computers. If you are hosting your own database, basic database administration knowledge is also required.

Please follow the guide relevant to your situation:


Multi-User Installation


Installing IrisBG using the cloud database service

Required skills: PC User (Intermediate level).

If you are using a network management tool to install software on multiple networked computers, please follow the instructions for that product.

Before you begin, make sure the following is available:

  1. A Windows computer running Windows XP or later version (32 or 64 bit).
  2. The latest setup for IrisBG version 3.
  3. A database access configuration file "Iris.DataAccess.config" for your database service.

Installing IrisBG

  1. Logon to the computer with administrator privileges.
  2. Run the installation file IrisBG3.msi.
  3. Start IrisBG.
    • The IrisBG "Database connection editor" will be displayed.
    • Select "Open file" in the top right corner and select the supplied "Iris.DataAccess.config" file.
    • Test the connection, by clicking "Test".
    • If unsuccessful, please contact IrisBG support.
    • Click save, followed by close, when done.
  4. The logon dialog will be displayed.
    Logon as user "admin" with password "changeme".

Congratulations! You are now ready to use IrisBG.

Installing IrisBG using a self-hosted database

Required skills: Database Administrator (Intermediate level).

The guide will explain how to prepare your IrisBG SQL Server database, the database configuration file and how to install IrisBG on your desktop computers. If you are using another database product than Microsoft SQL Server, the process will vary slightly, but the same steps will be followed. If you are using a network management tool to install software on multiple networked computers, please follow the instructions for that product.

Before you begin, make sure the following is available:

  1. A server with Microsoft SQL Server version 2008 R2 or later installed (MS SQL Server 2005 can be supported upon request).
    Please note that the free SQL Server Express will for most gardens be sufficient (Visit the user forum for more details).
  2. A Windows computer running Windows XP or later version (32 or 64 bit).
  3. The latest setup for IrisBG version 3.
  4. Your IrisBG database files (Iris3_Data.MDF and Iris3_Log.LDF)
  5. Optionally: A template database access configuration file "Iris.DataAccess.config". More details below.

Step 1 - Preparing the database

  1. Copy the database file to the data folder for Microsoft SQL Server.
    By default, the data folder for SQL Server is similar to: \Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data.
  2. Attach the new database to the database server using the Microsoft SQL Server Management tool.
  3. Create a new login called IrisSys using SQL Server Authentication.
    • Disable "Enforce password expiration" for the new login.
    • Make a note of the password used for the IrisSys login.
  4. Open a query window with the new database as target, and run the following SQL command:

sp_change_users_login 'update_one', 'IrisSys', 'IrisSys'

NB! Make sure the new database is enrolled in your backup schedule.

Step 2 - Preparing and testing the database configuration file

The database configuration file "Iris.DataAccess.config" contains the necessary details for the desktop software to connect to your database server.

To prepare the configuration file using the IrisBG "Database connection editor" please follow the steps below.
If you would like to prepare the database configuration file manually, please follow the guide at the bottom of the page.

  1. Logon to the computer with administrator privileges.
  2. Run the installation file IrisBG3.msi
  3. Start the program.
    • The IrisBG database connection editor will be displayed.
    • Fill in the relevant fields (See example below by replacing your Server Name and Password). If you have installed MS SQL Server Express on a server, please use Connection Type SQLServer.
    • Test the connection, by clicking "Test".
    • If unsuccessful, make necessary changes, and try again.
    • When successful, click "Save", followed by "Close".
  4. The logon dialog will be displayed.
    Logon as user "admin" with password "changeme".
Database Connection Editor

Congratulations! You are now ready to use IrisBG.

Step 3 - Retrieving a copy of the encrypted data access configuration file

Use a copy of the encrypted configuration file when installing IrisBG on additional computers.
  1. A successful logon will encrypt the database access configuration file. Use the encrypted file for additional setups.
  2. You can create a copy of the encrypted database configuration file in the "Maintenance.Configurations" screen
    • To the right of the the "Database Connections" list, click "Edit" to open the "Database connection editor".
    • Click "Test" followed by "Create file".
    • Use this file on other PC's
  3. The encrypted database configuration file can also be accessed in the users Application data folder:
    • For Windows XP users, this will be Documents and Settings\<userid>\Programdata\Difo\Iris3\Iris.DataAccess.config
    • For Windows Vista/Windows 7,8 and 10 users, this will be Users\<userid>\Appdata\Roaming\Difo\Iris3\Iris.DataAccess.config

Installing IrisBG on additional computers

Required skills: Database Administrator (Intermediate level) OR PC User (Advanced level).

Before you begin, make sure you have the following available:
  • A copy of the installation program "IrisBG3.msi".
  • A database access configuration file "Iris.DataAccess.config".
    To retreive a database access configuration file from another PC, please look at the chapter above "Installing IrisBG using a self-hosted database", step 3.
From an existing IrisBG computer, create a copy of the encrypted database configuration file in the "Maintenance.Configurations" screen
  1. To the right of the the "Database Connections" list, click "Edit" to open the "Database connection editor".
  2. In the "Database connection editor" dialog, click "Test" followed by "Create file".
  3. You can use this file on other PC's
On the new PC:
  1. Logon to the computer with administrator privileges.
  2. Run the installation program IrisBG3.msi.
  3. Start IrisBG and selected the Iris.DataAccess.config file from the "Database Connection Editor" dialog.
    Alternativly, you can copy the encrypted "Iris.DataAccess.config file" directly to the program folder (\Program Files\Difo\Iris3\) or the users Application data folder (see above).
  4. Start the program and logon to verify the installation.

Single PC Installation


Installing IrisBG on a single PC (Integrated security)

Required skills: PC User (Intermediate level).

Installing IrisBG and Microsoft SQL Server Express with integrated Windows security.

Important: Follow this procedure only if the end-user HAS administrative privileges on the PC. Alternativly, follow the "mixed authentication mode" installation below.

This guide will explain how to install IrisBG personal edition and SQL Server Express on a single Windows computer.

Before you begin, make sure the following is available:

  1. A Windows computer running Windows XP or later version (32 or 64bit).
  2. The latest setup for IrisBG version 3.
  3. Your IrisBG database files (Iris3_Data.MDF and Iris3_Log.LDF)
  1. Run the IrisBG installation file, IrisBG3.msi.
  2. Copy the IrisBG database files to the folder "C:\ProgramData\Iris3\". Create the folder, if it does not exist.
    • Note: The C:\ProgramData\ folder is a hidden. Hidden folders can be accessed by typing the correct path or by switching on "Show hidden Files and Folders".
    • The C:\ProgramData\ folder should not be confused with the c:\Program Files\ folder.
  3. Download and install SQL Server Express (SQL Server Express with Tools - 32 OR 64 bit according to your Windows version): www.microsoft.com/express/sql
  4. Start IrisBG.
    • The IrisBG "Database connection editor" will be displayed.
    • Select connection type = SQLExpress and fill in the other dialogue values according to the example displayed below.
    • Test the connection, by clicking "Test".
      • If unsuccessful, get in touch with IrisBG support.
    • Click save, followed by close, when done.
  5. The logon dialog will be displayed. Logon as user "admin" with password "changeme".
Database Connection Editor

Congratulations! You are now ready to use IrisBG.

NB! Make sure the new database is enrolled in your backup schedule

Installing IrisBG on a single PC (mixed authentication mode)

Required skills: Database Administrator (Intermediate level) OR PC User (Advanced level).

Installing IrisBG and Microsoft SQL Server Express with mixed authentication mode.

Follow this procedure if the end user DOES NOT have administrative privileges.

This guide will explain how to install IrisBG personal edition and SQL Server Express on a single Windows computer.

Before you begin, make sure the following is available:

  1. A Windows computer running Windows XP or later version (32 or 64 bit).
  2. The latest setup for IrisBG version 3.
  3. Your IrisBG database files (Iris3_Data.MDF and Iris3_Log.LDF)
  1. Run the IrisBG installation file, IrisBG3.msi.
  2. Copy the IrisBG database files to the folder "C:\ProgramData\Iris3\". Create the folder, if it does not exist.
    Note that the C:\ProgramData\ folder is a hidden. Hidden folders can be accessed by typing the correct path or by switching on "Show hidden Files and Folders"
  3. Download and install SQL Server Express (SQL Server Express with Tools): www.microsoft.com/express/sql
  4. Use Mixed SQL Server authentication mode.
  5. Attach the new database to the database server using the Microsoft SQL Server Management tool.
  6. Create a new login called IrisSys using SQL Server Authentication.
    • Disable "Enforce password expiration" for the new login.
    • Make a note of the password used for the IrisSys login.
  7. Open a query window with the new database as target, and run the following SQL command

    sp_change_users_login 'update_one', 'IrisSys', 'IrisSys'

  8. Start IrisBG.
    • The IrisBG "Database connection editor" will be displayed.
    • Select connection type = SQLServer and fill in the other dialogue values according to the example displayed below. Fill in the password you have chosen.
    • Test the connection, by clicking "Test".
      • If unsuccessful, get in touch with IrisBG support.
    • Click save, followed by close, when done.
  9. The logon dialog will be displayed. Logon as user "admin" with password "changeme".
Database Connection Editor

Congratulations! You are now ready to use IrisBG.

NB! Make sure the new database is enrolled in your backup schedule

Video Tutorial: Installing IrisBG on a single PC (mixed auth...

Installing IrisBG on a single PC (mixed auth. mode)

Technical Details


Integration Test - Verifying the IrisBG Installation

This guide is designed to assist data technicians to verify the installation of IrisBG has been completed successfully and that the runtime environment is correctly configured.

We recommend completing this verification process when installing IrisBG in environments where System Management Tools are used to control how installed software access resources.

Some tests will require the presence of accession and/or taxon data. If the database is without this data and you would like to carry out all tests, please contact IrisBG support.

If you have problems completing any of the tests below, please contact IrisBG support.

  1. Login.
    1. Start the program and login with user id “admin” and password “changeme”.
      Do not change the password this time.
  2. Mapping Component.
    1. Requires internet access.
    2. Please check that the IrisBG Mapping Component has been purchased before proceeding.
    3. Using the navigation panel on the left, go to the “Collection/Localities” screen.
    4. Click on the map button in the Latitude / longitude field (Dec. deg. lat.|long.).
    5. The map dialogue should be displayed.
    6. In the map dialogue, switch between different map providers from the Map Type dropdown.
    7. Close the dialogue when done.
  3. Excel Integration.
    1. Requires Excel compatible software
    2. Navigate to the “Reports/Reports” screen.
    3. Select the report “99-Miscellaneous/Code01 Code lists”.
    4. Click "View".
    5. An Excel spread sheet with code list data should appear.
  4. Word Integration.
    1. Requires Microsoft Word and the presence of one or more accession records.
    2. Select the report “01-Accession objects/Obj01 Accessions catalogue”.
    3. Click "View".
    4. A Word document containing accession data should be displayed.
  5. Web Integration.
    1. Requires internet access and the presence of one or more taxa records.
    2. Navigate to the “Taxonomy / Taxa” screen.
    3. Click search on the toolbar.
    4. Select one of the taxa from the list using the spacebar or with double click.
    5. Web Search
      1. With the active taxon record in front of you, click “Web Search” on the toolbar and select “Wikipedia”.
      2. A Web browser should display a Wikipedia webpage.
        Note: Wikipedia may or may not have details about the selected taxon.
    6. International Plant Name Index (IPNI)
      1. In the “LSID” field in the taxon details tab, click on the blue "(i)" button to retreive name details from IPNI.
        Note: Some taxa may not be present in IPNI. If unsuccessful, select other taxa and try again.
      2. After completing the test, click "Undo" on the toolbar.
  6. Congratulations, you have completed the verification.

Preparing the database configuration file manually.

Open the sample database configuration file "Iris.DataAccess.config" in a text editor, and make the following changes:

  1. Replace *password* with your password for the "IrisSys" SQL Server login.
  2. Replace *server* with the name of your SQL Server instance.
  3. Replace *database* with the SQL Server name of your IrisBG database.
  4. Save the file.

To test the configuration file, start the newly installed program.

  1. The IrisBG database connection editor will be displayed.
  2. Select "Open file" in the top right corner and select the newly created Iris.DataAccess.config file.
  3. Test the connection, by clicking "Test".
  4. If unsuccessful, make necessary changes, and try again.
  5. Click save, followed by close, when done.

Example database access configuration file Iris.DataAccess.config

The example below will connect to a database with the following parameters:

NB: This example is only applicable to a SQL Server hosted in a local network. We will provide prepared configuration files for single PC and cloud database installations.

  • Server:MYSERVER\SQL2005
  • Database:Iris_MyGarden
  • Password:letmein

<?xml version="1.0"?>
<configuration>
<dbConnActive type="0" name="IrisBG" source="User ID=IrisSys; Password=letmein; Data Source=MYSERVER\SQL2005; Initial catalog=Iris_MyGarden;Connect timeout=30;Application Name=IrisBG" />
</configuration>

Last Updated 20 May 2016
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