Project Name PolicyPage 1.1.1
Publication Name System Overview
Publication Date October 2006
System Overview Table of Contents
6.0 Frequently Asked Questions (FAQ)
   

This is a compiled list of the most common PolicyPage questions. Please consult these before sending e-mail for support.

Support questions should be sent to policypage-users@crt.realtors.org.

Categories

Features

Installation

Email Configuration

User Setup - configuring new PolicyPage users

 

Managing PolicyPage Data

Troubleshooting

 

Features-1: Can I check for unauthorized usage of listings with PolicyPage?

This is a planned feature but has not yet been implemented.

Features-2: Can I have PolicyPage automatically visit each individual page on a site? Can I Spider or Crawl through a site?

Yes. You can specify the starting page and the number of levels to spider. PolicyPage will evaluate each page it finds as it follows the links starting at the page you specify. You may specify the names of links such as "About" that you want PolicyPage to ignore.

Install-1: I am a Windows user. Which of the Windows installation methods should I use?

If you are installing PolicyPage on your own desktop for personal exploration, the PolicyPage Installer for Windows is a good option. This installer will automatically install the necessary prerequisite software including the Apache Web Server.

If for any reason you already have the Apache Web Server installed on your desktop, it is recommended that you do not use your desktop machine to install PolicyPage. Consider finding another machine - even a previously retired machine to run PolicyPage.

The PolicyPage Installer for Windows is also a good choice if you are setting up a new Server machine to share PolicyPage with multiple users.

If you are installing PolicyPage on a Server machine that already has a web server such as IIS or Apache installed, use the standard PolicyPage Windows setup (ppageNNNSetup.exe).

If you just want to copy the PolicyPage files without performing any software installation, use the zip file (PolicyPage-N.N.N.zip.

Further information about installation options is available in the Installation section of the System Overview.

Install-2: Should I install PolicyPage on my Windows desktop or on a server?

The advantage to running PolicyPage on a desktop is that PolicyPage can be quickly installed.

Only the person using PolicyPage need be involved in installation, setup and use. This is a good approach to experimenting with PolicyPage to determine how it can best be applied. Although it is possible to make significant use of PolicyPage on a desktop machine, it is recommended to move PolicyPage to a server for on-going production use.

There are three main advantages to running PolicyPage on a server:

1. PolicyPage was designed to run on a Server so that information specified by one user could be used by all users of PolicyPage. For example, when you run PolicyPage on a server, Profiles and Rules defined by one user could be used by all other PolicyPage users when they are defining Groups, Members, and Web sites.

2. When you evaluate large number of Web sites with PolicyPage, it is possible that the evaluation job will be long running. It is sometimes inconvenient to accommodate a long running job on a personal desktop computer.

3. Server machines are usually managed by a Data Center so backup and protection of valuable PolicyPage data could become part of normal operations procedures.

Install-3: Can I install PolicyPage on a Linux or Apple desktop?

Yes. You can use the same distribution (policyPage-N.N.tar.gz) that you would use to install PolicyPage on a Linux server. See the answer to the previous question to evaluate whether you want to use a desktop or a server.

Install-4: What other programs are installed when I install PolicyPage?

If you use the PolicyPage Installer for Windows, the SQLite database management system and EasyPHP will be installed in addition to PolicyPage. EasyPHP contains the Apache Web Server, the PHP web application system and the MySQL database. All of these systems are configured to run together. When you use the PolicyPage Installer for Windows, you may be able to start using PolicyPage immediately without software configuration effort.

Even though the SQLite database management system is installed, it is not used in the current release of PolicyPage except in the conversion program that reads SQLite tables from prior releases and converts them to MySQL tables.

If you don't use the PolicyPage Installer for Windows, no other programs are installed. In this case, it is assumed that you have already installed a Web Server, the PHP web application system, and the MySQL database management system. It is also assumed that you have configured these three major software systems to run together.

Install-5: I am using a Windows Server. Can I install PolicyPage under Internet Information Server (IIS) or must I use Apache as my web server?

Yes, you can install PolicyPage under IIS. This has been done successfully.

Before running PolicyPage under IIS, you must download PHP and MySQL, install them and configure them to work together. IIS must be configured to load PHP. Windows must be configured to start MySQL. These steps should be performed by an experienced Windows System Administrator.

For comparison purposes, an experienced Systems (Windows / Linux) Administrator would also be required to configure Apache, PHP, and MySQL to run together.

Install-6: How can I tell if the Apache web server is already installed on my desktop?

Windows environment:
If you see one of the icons for the Apache Monitor ( ) in the taskbar, the Apache web server is installed on your desktop.

It is possible that Apache is installed and running without the Apache Monitor. To check for this rare situation, press Ctrl+Alt+Delete to start the Windows Task Monitor. Click "Processes" in the Task Monitor. If you find a process called "httpd.exe", Apache is running on your machine.

Linux environment:
List all processes (ps -A). If httpd is in the list of processes, Apache is running on your machine.

Install-7: Apache is already installed on my desktop. Can I use the automatic Windows Installer to install PolicyPage even though the documentation tells me not to?

This is not recommended. The Windows Installer will install another copy of Apache. This copy of Apache will not be able to start because the original Apache already has control of a resource (Port 80) needed by the second copy of Apache.

The result is that PolicyPage will not be able to run even though it is installed. There are work-arounds to this problem but they require the same level of technical skill that would be required to follow the recommended approach which is to configure PHP and MySQL to run with the existing copy of Apache and then use a standard PolicyPage distribution.

If this level of technical skill is not easily available, consider obtaining an inexpensive and/or used desktop machine that does not already have Apache installed and then use that machine for PolicyPage.

Install-8: How can I tell if EasyPHP is running on my Windows desktop? Why would I need to know this?

When EasyPHP is installed on your computer, you will see the EasyPHP icon () on your taskbar.

To determine if EasyPHP is running, right click on the icon. If "Stop" is shown in bold text, EasyPHP is running. If "Start" is shown in bold text, EasyPHP is not running. If the icon is now shown, EasyPHP is not running.

If you see any item labeled "pending", EasyPHP is not running. You need to know this because PolicyPage will not run if EasyPHP is not running. See this FAQ for symptoms of this problem.

In order to run PolicyPage successfully, you need to start EasyPHP if it is not running. Right click on the EasyPHP icon in the taskbar and select "Start". EasyPHP will not start after this action, try re-booting the computer. Wait until EasyPHP has started successfully before running PolicyPage.

Email-1: Do I have to configure email to use PolicyPage?

No. You can define Groups, Members, Web sites, Profiles, and Rules and evaluate Web Sites without configuring email.

However, if you want to use PolicyPage to send email notifications to web site owners, you will need to configure email. You also need to configure email if you want to allow potential new users of your PolicyPage installation to self-register.

See documentation on creating new users.

See documentation on configuring email.

Email-2: How do I configure email?

You use the Administration/Notification function in PolicyPage to tell PolicyPage how to send outgoing email. See the documentation on configuring email.

Email-3: I don't like the wording that PolicyPage uses in the email that it sends to web site owners. How do I change the wording?

You use a text editor such as vi or notepad if you want to change the wording or format on the templates that are used by PolicyPage to send "passed" and "failed" messages. You will find these template text files in ..../productiondata/templates. Users of the Windows Installer will find the template files in C:\Program Files\PolicyPage\www\ppage\productiondata\templates.

Email-4: How can I setup new users without using email?

Email is only required if you want users to self-register. To create new users within the PolicyPage system and avoid using email, select the Administration/Users function. Details on both methods of user creation are available in the documentation.

Email-5 & Trouble-2: What should I do when I receive the "Email is not configured" message?

This message appears immediately after logon when PolicyPage detects that "Notifier Address" field has not been changed since PolicyPage was installed. This address defaults to "info@crt.realtors.org". This field as well as some related fields must be changed before PolicyPage can send outgoing email.

You can ignore this message until you want to use the outgoing email functions of PolicyPage. To help decide when you want to configure email, see this FAQ

Email-6: How do we change the outgoing mail service to the exchange server that we are currently running?

You can configure the SMTP settings by logging onto PolicyPage as an administrative user (noadmin | noadmin) click administration and then click notification

Choose Email(SMTP) from the list. 

Once there enter your smtp information i.e. smtp.yourmailserver.com then a user name and pass if your server requires it.

Next return to notification list by clicking administration and then click notification.

This time choose Notification and Templates and then enter your email address in the notifier_address box. The notifier_address must be a value other than the default info@crt.realtors.org and should reflect the email address that you want to use as the "from" in all your PolicyPage emails.

Screen shots follow below:

Users-1: How can I add a new User to the table of valid users?

On the logon screen, click on "Register to use this System".

Fill in the desired information for the new user.

The user will receive an email in order to verify that the email address entered was valid.

Once the user responds to this email, the new user is added to the table of valid users.

Note that users added in this manner do not have Administrative Rights.

Users-2: How can I grant Administrative rights to an existing user?

An existing Administrative User can grant Administrative User Rights to any existing User by using the "Users" function in "Administration".

Users-3:I logged onto PolicyPage but cannot see the "Administration" button. How can I perform administrative functions?

When the "Administration" button is not displayed on the PolicyPage home menu, it is likely that the userid that you used to logon to PolicyPage does not have administrative rights.

To perform administrative functions, logoff PolicyPage. Then, logon with a userid that does have administrative rights. To grant administrative rights to a userid that does not already have these rights, use the "Administration/Users" function of PolicyPage.

Data-1: What kind of data does PolicyPage store?

Policy Page stores information required to evaluate Web, the results of Web site evaluations, and configuration information

Information required to evaluate Web sites includes Profiles, Rules, Groups, Members, and Web Sites.

The results of Web site evaluations includes a summary record for each evaluation run detail information on the evaluation result for each site evaluated.

Configuration information includes email parameters, pass/fail templates for sending email, and userid and encrypted password for each PolicyPage user.

Profiles, Rules, and templates are stored in separate sequential files. All other information is stored in a database that is contained in file productiondata/database/ppage.db.

Data-2: How can I backup PolicyPage data that I have created?

All data maintained by PolicyPage is stored in the directory "productiondata" and its subdirectories. You can copy all the files in this directory structure to a backup directory. In the main PolicyPage directory (c:\Program Files\PolicyPage\www\ppage when the Windows Installer is used) there is a script called "backupnew.bat". This script will copy all the files in productiondata to a directory structure named productiondatabackup. Windows users can modify this script to fit their needs.

Linux users can use standard cp commands to backup PolicyPage data.

Data-3: Should I backup data that PolicyPage creates?

Yes. You should backup all PolicyPage data periodically as discussed in the previous question. The data that you create (Groups, Profiles, Rules, Web Sites, and Members) and that data that PolicyPage creates (Results) are stored in the same directory structure.

If PolicyPage is being run on a Server, you should arrange to have periodic backups performed by the organization responsible for the operation of the Server.

If PolicyPage is being run on your desktop, you should run a script similar to backupnew.bat periodically and especially before and after you make significant maintenance changes to Groups, Members, Web Sites, Profiles and Rules.

It is a good idea to keep multiple copies of backups. You can do this by creating a new backup directory each time you run a backup. Instead of using "productiondatabackup" as a backup directory name you can use a name containing a date so you will not overlay previous backups. A sample directory name is "productionbackup06222006".

Data-4: How can I restore PolicyPage data?

You can copy the data from the backup location back to the production data directory. A sample script for doing this is restorebackup.bat

Data-5: My company has decided to move PolicyPage off my desktop and onto a server. How can the PolicyPage data that I have created be preserved?

You can copy the productiondata directory and all its subdirectories from your desktop to the productiondata directory on the server.

Trouble-1: What do I do if I get the message "The page cannot be displayed" or "Unable to Connect", or "Not Found" or "404 Not Found" when I try to start PolicyPage?

If Apache and PHP are not running on your computer or your server, Internet Explorer will display "The page cannot be displayed" or Firefox will display "Unable to Connect".

If you did not use the PolicyPage Automatic Installer when you originally installed PolicyPage, ask your Network Administrator to start Apache and PHP on the server where PolicyPage resides.

If you used the PolicyPage Automatic Installer for Windows, you should see the EasyPHP icon in your Windows task area.

It may take a few minutes for EasyPHP to start after you have booted your computer.

If you try to run PolicyPage before EasyPHP is up and running, you will get the error message described above. First, close PolicyPage and restart it.

If PolicyPage runs, this means EasyPHP has completed its startup procedure and no further action is required.

If you again receive the error message, you must take action to start EasyPHP.

Right click on the icon and click on "Start".

If you see the menu item "Pending..." this indicates the EasyPHP has not finished starting. Wait several minutes and look again. If "Pending..." still appears, try rebooting. Wait until EasyPHP has started and then retry PolicyPage.

Trouble 2: What should I do when I receive the "Email is not configured message?

See FAQ Email-5

 

 


   
System Overview Table of Contents