Web.Config - Important
The web.config file is the most important file in setting up Proactive Customer Support 2020. Keep a copy of the web.config provided in the installation (zip file) and be careful in editing the file. You should have already restored the database to your own server and extracted the web pages to your web server and created the application in Microsoft IIS.
1 - Database Connection
It is important to understand the different login types for MS SQL Server. When the database is hosted on an server on the Internet like the demo site I have hosted by winhost.com - you have a few limitations. First of all only the .DBO schema is available and you don't have the ability to create or modify the database user login - other than changing the password. When hosted like the demo site you can't login using Microsoft Windows Authentication but must use a SQL login. When you have the database on your internal network you can use - exclusively if you like - Windows account for Authentication. On a local network database server setup you can also use Mixed Mode authentication. This means you can allow both Windows logins and SQL logins. Keep this in mind as you edit the web.config file and update the settings for your situation.
Search first for the connection strings setting. Leave the part add name="pcs202014" but in the first part of the Data Source put your server name or ip address where indicated - ALL CAPS - if you are not using the SQL Express edition of Microsoft SQL Server take that part out including the \ - the Initial Catalog refers to the database you should have already restored to your server. You may next want to replace the User ID - Proactive - with an account of your own and replace the Password - Pr0active$ with the password for the account you will be used for your web pages to connect to the database server.
<add name="pcs202014" connectionString="Data Source=YOURSERVERNAMEORIPADDRESS\SQLEXPRESS;Initial Catalog=ProactiveDB;Persist Security Info=True;User ID=Proactive;Password=Pr0active$;" providerName="System.Data.SqlClient"/>
2 - Email Settings
In order for the application to send email, both in the case of a forgotten password and for emailing to Customers and Staff when a request is created or updated, your mail settings must be set up correctly.
Proactive Support Staff is a "friendly name" that email recipients may see so you will want to replace that with something appropriate for your company. You will need to replace firstname.lastname@example.org with the email account that you will be using to send emails. Change the clientDomain from proactivecustomersupport.com to your client domain. You will need to replace YOURMAILSERVER with the information on the email account you will be using to send email. Replace YOURPASSWORD with the password of the user account you will be using to send email. Change your Port as needed. For example you may use Port 25 instead of 587 and finally replace email@example.com with the userName you will be using.
<smtp deliveryMethod="Network" from="Proactive Support Staff <firstname.lastname@example.org>">
<network clientDomain="proactivecustomersupport.com" host="YOURMAILSERVER" password="YOURPASSWORD" port="587" userName="email@example.com"/>
3 - Google Map API Key
Some organizations will not be using the Map feature. However, if you would like to use the mapping and geocode feature you will need to set up a Developer Account on Google and get a Map API key and edit this portion with your key. Proactive Customer Support 2020 uses the Google API to take the elements of the Address you set up for a customer to populate the longitude and latitude used to display the customer in Map View.