Installation

INSTALLING DWmail in automated mode

DWmail also has a Windows installer. This isn't just for Windows servers but it designed for you to download to your Windows client and then either install to a local location (if, for instance, you were downloading directly to a Windows server) or FTP your files to any other server remotely. This means that the Windows installer can be used to install DWmail to any webserver, Linux, OSX, BSD, etc remotely from a Windows desktop.

The Automated Installer

You can download the automated installer from our Member's Download area to your Windows machine. This is a .EXE executable file.

Before running the installer you will need the following information available to you:

Once you have downloaded this file to your computer, run the executable file called dwmail42.exe. If you are using Windows Vista and have User Account Control (UAC) enabled you will be asked to authenticate with an Administrator's account.

The first screen you see above is simply a welcome screen. Click on the NEXT> button.

Screen 2 is the DWmail license agreement. You cannot install the software until you accept the license agreement. Select the I accept the agreement box and click on the NEXT> button.

Screen 3 shows the minimum system requirements that your server must meet to run DWmail. This is just an informational screen, so if your server does then click on the NEXT> button.

There are now two choices. The first is to install DWmail on a remote server, this does so via the FTP protocol. The other option is to install to your current machine. If the computer you are actually installing to is actually the server you'll be serving your surveys from then select the second option or you have access to it through a shared network drive.

Make your choice and press NEXT>. We will be talking from here onwards about the first option, to Install to a remote machine.

Here is where you need to enter your FTP connection details. Any field values should be set appropriately for your own installation as explained below

The installer uses FTP to upload the application to your server. The FTP login group of fields are details of your FTP connection to allow the installer to connect to the server. Enter in FTP server address the name of the server (the FTP host), for example ftp.domain.com, or else the IP address of the server if you have that information. Enter the FTP username and FTP password for your account on this host.

The Install location on FTP server is an important group as this determines where DWmail will be installed. By default the installer will install DWmail to a directory called dwmail in the default folder the FTP connects to, the FTP root. You can change firstly the name of the installation folder by clicking on the Change button.

You can also change the folder you wish to create the dwmail installation folder in. For example if your FTP server connects you to a root folder but all of your web pages have to be in a sub-folder from that called httpdocs you can enter httpdocs in the Create install folder in field or click on the Browse button.

This will pop-up a box which will connect to your server and list the available folders, you can then select the folder you wish to install to and click OK. In this example we are going to select httpdocs

Once you have entered your information click on the NEXT> button

The installer will now make a connection and run some checks on your server as to what it needs to upload.

The installer will next ask you for a the URL that corresponds with the install location. Note you do not need to add the install folder (default dwsurvey) to this location. By default this would simply be the domain name to your server (and any sub directories you selected as the install location).

For instance, if you entered the following on the FTP Settings page:

FTP Server Address: domain.com
Package Install Folder: httpdocs/

and also suppose there is a file example.html with FTP URL:

ftp://domain.com/httpdocs/example.html

You should enter as the Install location URL the full URL value you would type into a web browser address bar in order to view the file example.txt, and then remove the name example.txt from the end. The result might be something like:

http://domain.com/

Click on the NEXT> button to continue.

The installer will now test the capabilities of your server for the easiest transfer method.

A summary screen will be displayed before any files are uploaded.

Check you have entered the correct server settings, then click the Install button on the installer to start the file transfer, or click <Back to modify settings on previous pages.

This screenshot shows a remote transfer taking place. Once completed, the installer wizard will automatically advance to the final page. You can abort the installation at any time by clicking the Cancel button.

This page is reached once the installation has completed. If you wish to read the DWmail readme file, check the View Readme checkbox to view the file.

Before you can proceed to actually using DWmail you will need to configure it's database settings. Make sure the Run Configuration Tool checkbox is ticked and click on the Finish button. If you choose not to run the configuration tool at this time, then you can run it by relauching the installer, and choosing the Configure option on the Start page. By default, DWmail's main configuration is stored in it's database and accessed from an administration area. All you need to configure in the Configuration Tool, are the database settings.

When you click on Finish two things will happen, the configuration tool will appear and the DWmail guided setup will automatically run in your browser. You MUST run the configuration tool first to enter your database details.

Only one file needs configuring and that is config.inc.php from the config directory. To configure this file, double-click on the name of the file. A simple text editor will open, you can make necessary modifications, then click OK to close the editor. To commit the changes to the server click the Apply button.

As soon as you press the Apply button, the installer will copy the configuration to the server and launch the database initalization page in your default web browser. You can now follow the install notes for that from the database option on the help>install menu.

The Configuration Tool can be run at any time by launching the dwmail42.exe that was used initially to install the application, and selecting the Configure option.

Setup Modes Following file Transfer

Guided Setup Mode

  1. After configuring your default web browser should automatically load with the database installer. Otherwise simply point your web browser to the install subdirectory e.g. if you installed DWmail at http://www.domain.com/dwmail/ point your browser to http://www.domain.com/dwmail/install/

  2. The guided setup screen will ask to validate your license information. The license information was sent to your with your download details and is also available from the download area. Enter your license number, tick the 'I accept the license agreement' box and click the 'Validate DWmail' button. If your webserver cannot connect via port 80 e.g. it might be behind a proxy, then you won't be able to use guided mode.



  3. If your license was successfully validated you will now be presented with the main setup menu. For a new installation we are only interested in the first section. Here we have: Stage 1 - Check server dependencies, Stage 2 - Install the DWmail database and Stage 3 - Choose an admin username and password.



    Click on the Stage 1 link

  4. Stage 1 is to check that your server has the dependencies necessary to run DWmail. The screen below is similar to what you should see if the dependency check was passed, you can then click on the 'Install Database' button.



  5. DWmail supports three types of databases. The installer will first check which types your installation of PHP supports. You should use only one of these and set the database settings in config.inc.php to match. You can use MySQL, MySQLi (for PHP5+ and MySQL 4.1+) and PostgreSQL. Click on the relevant button for the type you wish to install.

  6. Once you have either saved or download (and re-uploaded) the new configuration you can proceed to install the database. If your database connection settings are not correct you will not be able to proceed, so you will then need to check your database connection details and edit config.inc.php with the correct ones.

    However if your database settings are correct you will see something similar to that below. Press the 'Initialise Database' button to install.



  7. If the database install was successful you will see a screen similar to below



  8. After installing the database, you will then be prompted to add default data to the database.

  9. The final stage will now be to create a user account to access the administration area with.



  10. Your installation is now complete. You should now delete the install and test directories (note if you have a support request you should leave the test directory in place for the support staff can help diagnose the problem). You will now want to configure DWmail. You can do this, using the admin account you just created and by pointing your web browser to the admin directory e.g. http://www.yourdomain.com/dwmail/admin/

Upgrading from a previous version of DWmail

IMPORTANT: Before upgrading from any version make sure you have a backup to your configuration file and any changes you may have made to the template or source code as they will be overwritten when you upload the new version.

a) To upgrade from version 1.x or 2.x to version 4.2

To upgrade your version of DWmail to 4.2 simply upload the files and make any changes you have previously done to your templates and configuration files.

Due to large scale changes many of the templates and config settings have changed.

b) To upgrade from version 3.0.x-4.1.x to version 4.2

To upgrade to version 4.2 you must upload all templates, configuration and script files. This means you will have to make any customisations to the source code or templates again as there have been many changes to the default templates and large scale changes made to the configuration files.

Before you run DWmail you must upgrade the database by running the file 'guidedsetup.php' in the install directory and following the on screen instructions

Configuration for different uses

To use DWmail for different purposes you will need to make certain changes to the configuration settings in the administration area.

To use DWmail in 'local' mode

Common Installation Issues