This guide details the software requirements and installation instructions for running ResourceXpress on Windows Server 2016, 2019, or 2022.

Carry out the below steps in the order listed to complete an initial, first-time installation of ResourceXpress V5.

Create the Application Database

We recommend hosting the ResourceXpress database on an existing remote SQL server.

Step 1: Open SQL Server Management Studio (SSMS) and login to the local or remote SQL server that will host the application database.

Step 2: In the left pane right-click Databases and select New Database…

Step 3: In the General section, enter rxpress as the database name.

Step 4: Click Options in the left pane. Select Simple for the Recovery model. Default SQL Server instance collation should be used for the database collation. This can be either Latin1_General_CI_AS or SQL_Latin1_General_CP1_CI_AS based on the default collation set in your SQL Server.

Step 5: Right-click the new database and select New Query. Copy the entire contents of the file 01 Qed OnPrem DB.sql into the query window and execute the script. Alternatively, you can select File - Open - File in SSMS - select the required script - Execute.

Step 6: Copy the entire contents of the file 02 Qed OnPrem DB Initial Data.sql into a new query window and edit the below values.

The below example would set the booking system type to Exchange/Office 365 and would create an initial admin account with the email address admin@domain.com. The default password for the initial admin account is RXv5Adm1n

------------------------------------------------------------------
-- Tenant Config - Tenant DB
------------------------------------------------------------------
-- TODO: need to update initial values

DECLARE @TenantId INT=1 
DECLARE @Name NVARCHAR(250)='My Company' -- Enter the customer name 
DECLARE @EmailId nvarchar(100)='admin@domain.com' -- Enter the email id for the admin login. Default password will be RXv5Adm1n
DECLARE @BookingSystemType tinyint=2 -- Enter the booking system type id 
-- 2 = Exchange/Office 365
-- 3 = Google
-- 4 = Asure
-- 5 = EMS
-- 6 = NFS

When the required edits have been made, execute this script.

Step 7: Repeat the instructions in Step 4 for the remaining file, 03 Qed OnPrem DB Migration SP.sql, with no changes to the content.

You have now scripted your application database. Make a note of the below values which are required at a later stage of the installation.

• SQL Server Name/Instance

• Database Name

• SQL ‘sa’ password or the username and password of an account with db_owner permissions over the ResourceXpress database.

Install and Configure Internet Information Services (IIS)

IIS Requirements

• A website dedicated to ResourceXpress

• A new Application Pool running .NET Framework 4.0 Integrated Mode

• Request Filtering enabled (IIS 8.5 only)

Install IIS

ResourceXpress requires IIS which is part of the Web Server role in Windows Server. Please use the below steps to install and configure the new IIS instance.

Step 1: Open Server Manager from the search bar or taskbar.

Step 2: In the top right-hand corner of Server Manager select Manage - Add Roles and Features. Click Next on the Before You Begin page. Select Role-based or feature-based installation on the next screen and click Next. Choose the server to install to on the next page and click Next.

Step 3: On the Server Roles page expand the Web Server (IIS) Role and ensure Web Server and Management Tools options are selected. Expand both these sections and install all roles and features from the below image. then click Next.

Step 4: Expand the section .NET Framework 4.8 Features and ensure all features are selected for installation. Click Next then Install on the confirmation page.

Configure IIS

Step 1: Type IIS in the search bar and open Internet Information Services (IIS) Manager

Step 2: Expand the Server Name in the left pane and right-click Application Pools then choose Add Application Pool….

Specify the following values in the Add Application Pool window and click OK.

Step 3: By default, ResourceXpress will be installed under the Default Website. If you need to run the application from a new website create it by right-clicking Sites in the left pane and select Add Website….

IIS is now successfully configured.

Install ResourceXpress

Application Installation

Step 1: Navigate to the RXV5 installation kit provided by the helpdesk, right-click setup.exe and Run as administrator

Step 2: Click Next on the initial installation screen and on the next screen select the Site and Application Pool to install too. Click Next on the final screen to begin the installation. Close the installer when complete.

File Configuration

Standard Database Connection

Step 1: Locate the applications web.config file in the website directory, typically this will be C:\inetpub\wwwroot, and edit the file in a text editor.

Step 2: Locate the <connectionStrings> section at the bottom of the file. Several edits are required to the ConnectionString parameters to link the application to the SQL database created at the start of this guide, these values are:

The below example ConnectionString demonstrates the correct syntax to use, in this example the SQL Server is named SERVER2019-RXV5 and is configured as the default instance. The database name is rxpress with a username of sa and a corresponding password of sqlpassword.

<add name="CatalogContext" connectionString="data source=SERVER2019-RXV5;initial catalog=rxpress;persist security info=True;user id=sa;password=sqlpassword;MultipleActiveResultSets=True;App=EntityFramework" providerName="System.Data.SqlClient" />

Step 3: Once the correct values are specified save the web.config file and close.

Secure Database Connection (optional)

If you do not want to specify SQL credentials in clear text in the web.config file you can use the below syntax for the ConnectionString to configure a secure connection to the database instead.

<add name="CatalogContext" connectionString="data source=SERVER2019-RXV5;initial catalog=rxpress;persist security info=True;Trusted_Connection=Yes;MultipleActiveResultSets=True;App=EntityFramework" providerName="System.Data.SqlClient" />

In addition to the above syntax, a domain account should now be configured in IIS that has db_owner permissions over the application database using the below steps

• Open IIS Manager, expand the server node and select Application Pools

• Right-click the ResourceXpress Application Pool and select Advanced Settings

• Under Process Model highlight Identity and select the options button for this value

• Select Custom account and click Set

• Enter the relevant domain credentials, the username must be in full UPN format i.e. DOMAIN\user.name or user.name@domain.com

• Click OK on all open screens and close IIS Manager

ResourceFiles Folder

Step 1: Navigate to the application installation directory, typically C:\inetpub\wwwroot and locate the ResourceFiles folder. Check the Security Permissions of the ResourceFiles folder and ensure the Users group has Read & Execute permissions.

Step 2: Copy your licence file to the ResourceFiles folder, ensure the filename is mm.lic

Step 3: Open the ResourceFiles folder and locate the Web-sample.config file. Make a copy of this file and rename the new file Web.config.

Open the Application

The application installation is complete. You can now navigate to the ResourceXpress administration console in a browser on the host server using the address http://localhost or http://<ServerFQDN or IPAddress> from a remote browser.

Install Optional Components

Push Service (Exchange/O365 only)

If you are integrating ResourceXpress to an Exchange or O365 environment it is recommended you install and run the additional Push Service component. Please refer to the guide Push Service for Exchange/Office 365 for installation and configuration instructions.

Scheduler Task

Scheduler Task is required when you have added resource profiles but do not have a physical device e.g. a room screen or desk device connected to those profiles, for example, if you are only using Kiosk and/or Maps to enable user bookings. Please see the guide Scheduler Task for further information.

Next Steps

You have successfully installed ResourceXpress V5 and can now move on to initial configuration and profile creation. Please see our System Configuration and Administration Guide and continue your setup.

Common Issues and Troubleshooting