Forms Builder

This Settings screen enables you to select the actions to be taken by Installation Manager (e.g., install, uninstall) and to specify the machine name and configuration options for Forms Builder.

Prerequisites

Forms Builder version 2.3.0 or later requires the Staff STS component to be installed. Go to the Start screen and select Package Manager. Download the Staff STS package and install it. For more details, see Staff STS.

Set Up Forms Builder

1. In the Installation menu, click the Forms Builder 2.x tile. The Forms Builder Settings screen is displayed.

   

2. Click Add to add a line to the Settings screen.

3. Select an appropriate Action. The following Action values are available:

   • None – Performs no action.

   • Install – Performs a fresh installation or upgrade of a component. You can install or upgrade multiple components at same time.

   • Uninstall – Removes all subcomponents on that machine and uninstalls the component from Programs and Features.

     Note: The Uninstall option does not completely revert the environment, for example, the Forms Builder database is not removed.

   Optional: Click Select All to set the Action field to Install for all components listed on this screen. Click Unselect All to set the Action field to None.

4. Enter the Machine Name for the component to be installed.

5. Click to copy a line. Edit the copied line as needed.

6. Click to view and edit the Options form for the Forms Builder Settings. The form contains the following tabs:

   General Tab

   Settings on this tab are required and common to all components of Forms Builder.

     

   General Tab Fields

   Field	Description
   Forms Builder URL	Web site where the Forms Builder application will be accessed by end users. Format: http://MachineName.domain.com
   Forms Builder Database
   Server	Name of the Forms Builder SQL database server. The Server uses integrated authentication. For a fresh installation, a new blank database needs to be created.
   Database Name	Name of the Forms Builder SQL database.
   Test	Click Test to verify the database connection.
   Install Forms Builder Database Scripts	Clear this check box if you do not want to install the Forms Builder database scripts.
   Web Service
   Designer Port	Specify the port number of the Forms Builder Designer port or accept the default (1002).
   Renderer Port	Specify the port number of the Forms Builder Renderer port or accept the default (1003).
   Staff STS
   Staff STS Server	Specify the name of the Staff STS Server. The Staff STS Server must have been previously installed. See Staff STS.
   Test	Click Test to verify the STS connection.
   Staff STS Port	Specify the port number of the installed Staff STS server or accept the default (91).
   Staff STS Thumbprint	Certificate thumbprint from IIS. The same certificate thumbprint that is used on the Staff STS must be used here. Copy and paste the thumbprint from the Staff STS into this field, or click Browse to navigate to the IIS Server Certificates to select the thumbprint. The thumbprint is added to the Designer web.config file. To extract a .CER file from IIS: Open Internet Information Services (IIS) Manager and choose the certificate to be used from Server Certificates. Double-click to open the certificate properties. Select Root level and in the Details tab, click the Copy to File… button. Click Next. Select No, do not export the private key and click Next. Select DER encoded binary X.509 (.CER) and click Next. Specify a file path and name (root) to export to and click Next. Click Finish

   CampusNexus Student Tab

   Settings on this tab are required if Forms Builder for CampusNexus Student is installed.

     

   CampusNexus Student Tab Fields

   Field	Description
   Install Forms Builder for CampusNexus Student	Select this check box to install Forms Builder for CampusNexus Student. The related fields are enabled.
   Portal Site Name	Site Name configured for the Portal ('legacy' portal) login page. The Portal SiteName is PRTL by default. The Portal Site Name value is found in the web.config file under Appsettings of Portal ('legacy'). The SiteName value is used for CampusNexus Student STS and CampusNexus Student Adapter.
   Staff Group	Specify the Staff Group name. The Staff Group is WPCONFIG by default. The Staff Group is appended in the Forms Builder Designer web config file.
   Portal Web Server	Specify the Portal Web Server name. The SySiteSettings of the CampusNexus Student database will be modified with Portal Server Name in the Portal WebService URLs. For a Load Balanced Portal environment, enter the load balancer server.
   Data Service Port	Specify the port number for the Data Service port or accept the default (1000). The Data Services are of the latest version of CampusNexus Student services.
   Adapter Port	Specify the port number for the CampusNexus Student Adapter port or accept the default (1001).
   CampusNexus Student Database
   Server	Name of the CampusNexus Student SQL database server. The Server uses integrated authentication.
   Database Name	Name of the CampusNexus Student SQL database.
   Test	Click Test to verify the database connection.
   Install CampusNexus Student Database Scripts	This option is selected by default. It installs scripts for the CampusNexus Student database. The related fields are enabled.
   Student Portal Database
   Server	Name of the Student Portal SQL database server. The Server uses integrated authentication. The SySiteSettings of the CampusNexus Student database are modified with Portal Server Name in the Portal WebService URLs. For a Load Balanced Portal environment, enter the load balancer server.
   Database Name	Name of the Student Portal SQL database.
   Test	Click Test to verify the database connection.
   Security Token Service (STS) Settings
   Certificate Thumbprint	Certificate thumbprint from IIS. Copy and paste the thumbprint into this field, or click Browse to navigate to the IIS Server Certificates to select the thumbprint. The thumbprint is added to the Designer web.config file. To extract a .CER file from IIS: Open Internet Information Services (IIS) Manager and choose the certificate to be used from Server Certificates. Double-click to open the certificate properties. Select Root level and in the Details tab, click the Copy to File… button. Click Next. Select No, do not export the private key and click Next. Select DER encoded binary X.509 (.CER) and click Next. Specify a file path and name (root) to export to and click Next. Click Finish
   Security Token Service Port	Specify the port number of the STS server or accept the default (81).
   CampusNexus Student API
   Student API Server	Name of the CampusNexus Student API server.
   Port	Specify the port number of the CampusNexus Student API.
   SMTP Server	Specify the SMTP Server address in the format "mail.domain.com". This setting populates or overwrites the mailSettings under System.net in the Web.config file. This setting is required for some Workflow activities when Forms Builder is integrated with CampusNexus Student.
   Username	User name or account used to create workflows for Forms Builder. The user must be a CampusNexus Student administrator. For Active Directory users, use the user principal name (UPN) notation.
   Password	Password used to by the CampusNexus Student admin user.

   CampusNexus CRM Tab

   Settings on this tab are required if Forms Builder for CampusNexus CRM is installed.

   Notes:

   • Forms Builder uses the STS package delivered with Forms Builder Contact STS. Therefore, the installation of Forms Builder Contact STS is a prerequisite when Forms Builder is intended for use with CampusNexus CRM.

   • An instance of CRM Application Server needs to be installed on the machine where Forms Builder is being installed.

   ;

   CampusNexus CRM Tab Fields

   Field	Description
   Install Forms Builder for CampusNexus CRM	Select this check box to install Forms Builder for CampusNexus CRM. The CRM Main Database fields are enabled.
   Certificate Thumbprint	Certificate thumbprint used when installing the Forms Builder Contact STS. Copy and paste the thumbprint into this field, or click Browse to navigate to the IIS Server Certificates to select the thumbprint. To extract a .CER file from IIS: Open Internet Information Services (IIS) Manager and choose the certificate to be used from Server Certificates. Double-click to open the certificate properties. Select Root level and in the Details tab, click the Copy to File… button. Click Next. Select No, do not export the private key and click Next. Select DER encoded binary X.509 (.CER) and click Next. Specify a file path and name (root) to export to and click Next. Click Finish
   Forms Builder Contact STS	Name of the Forms Builder Contact STS host.
   Adapter Port	Specify the port number of the adapter for CampusNexus CRM or accept the default (3001).
   CRM Staff Authentication Server	If applicable, enter the name of the server where the CRM Staff Authentication Service is installed. Installation Manager will construct the complete URL based on the Server name. http://StaffAuthenticationServiceServer/Cmc.NexusCrm.WebServices The CRMStaffAuthenticationServiceURL will be inserted into the syregistry table in the CampusNexus Student database.
   CRM Main Database
   Database Server	Name of the server that hosts the Main database for CampusNexus CRM. The Server uses integrated authentication.
   Database Name	Name of the Main database for CampusNexus CRM.
   Test	Click Test to verify the database connection.

7. Click OK to save changes on the Options form. The form is closed.

8. Click to delete a selected line.

9. Click Test to ensure the setup for the corresponding line is correct. If a test on a particular line fails, check all associated fields and click Test again.

10. If all tests pass, click .