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Windows (New Install): WebDAV-Workamajig App Server

Prior-To-Setup Considerations | Setup Instructions | Download The WebDAV App | WebDAV Application Server Install Folder | Web Site Setup In IIS | WebDAVServerConfig Folder | Test Setup | Workamajig WebDAV Set Up Screen | Troubleshooting | Useful Tips | How Do I Get My Current Files On Workamajig Transferred | Sending An Issue To Support

Prior-To-Setup Considerations

1) When you first signed up for Workamajig, you may not have known if you would be using our storage or connecting to your own Windows-based storage. By default, your instance of Workamajig is set to use Workamajig storage, so the Workamajig settings described below are hidden.

Once you have made your decision, please let us know as soon as possible, so we can make this visible for you.

2) If you have been using Workamajig storage for a period of time after initial training, and have now decided to move to your own Windows-based storage, once you create the connection described below, the files saved on Workamajig storage will no longer be visible/accessible via the Workamajig UI. You MUST contact us prior to switching over, so we can package up your files. Please note, there may be an additional charge for this depending on the volume of files needing to be transferred.

 

Setup Instructions

These instructions only apply to companies who have their Workamajig instance hosted on one of Workamajig's application servers (i.e. app5.workamajig.com). 

Please keep in mind we are always glad to assist you with the installation via a web session, which can be scheduled by sending a request to support@workamajig.com. 
However, the requirements will have to be completed before scheduling.

Maintenance:

Your IT staff will need to include the Workamajig data and application into your existing backup strategy.  Workamajig does not advise or train your staff on how to perform backups or restoration of files.  Nor are we responsible for the implementation of SSL certs.

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Download the NewInstallWindowsWebDAV folder.

  1. Go to https://admin.workamajig.com/install/.

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2. Extract the downloaded .exe file to the desktop.

3. Open Windows WebDAV Prerequisites folder: Install both .exe files located in this folder. If they are already installed, then just cancel installation.

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WebDAV Application Server Install folder.

4. Go to WebDAV: Copy the WebDAVServerConfig Folder and the Digital Assets folder from the desktop to the drive of your choice (see note if using a separate file server).

5.  Once the folder is moved to the new location, you will need to change the rights on the Digital Assets folder and add the ISUR account and make sure the permissions are set to modify. 

NOTE: Please make sure that the Digital Assets Folder is not located inside the WebDAV Config Folder.

Select the Digital Assets folder: right click > Properties>Security>Users: add and or change the IUSR permissions to Modify. Please make sure the ISUR rights have cascaded down to the Log and Temp folders.

NOTE ON LOGGING: If you are experiencing any upload, download, deliverable, review problems, etc. after you have completed the installation please check the WebDAV logs. The WebDAV logs are automatically enabled and are located in the Log folder shown above.

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Web Site Setup In IIS

6. Go to IIS and create your WorkamajigWebDav site. The URL setup for the website must be available to your Internal Network and Outside your network. You will then go to Advanced Settings and link the site to the WMJ WebDAV folder. After the site is created go to the Application Pool and make the following changes (please see note if using a file server).

7. Please go to the Application Pool settings to set up your Application Pool associated with your Workamajig WebDAV Site.   You will go to the ASP.NET v 4.5 Classic Pipeline Mode (or ASP.NET v4.0 Classic on a 2014 R2 Server)

Set up the following in the Advance Settings screen:

Enable 32-bit Applications = FALSE

Managed Pipeline Mode = CLASSIC

Name = .NET v4.5 Classic or .NET v4.0 Classic

Identity = NetworkService ( see note if using a file server)

Failure Interval (Minutes) = 1

Maximum Failures = 9900

Regular Time Interval (minutes) = 240

8. Go to the ISAPI and the CGI Restrictions at the top level of IIS and make sure they are set to Allow.

You will now have go to the WebDAVConfig folder to input and save your settings

WebDAVServerConfig Folder

WebDAVConfiguration.exe

9. Open the WebDAV64BInstall>WebDAVConfig folder > Right click on WebDAVConfiguration.exe: select Run as Administrator.
NOTE: Once you have completed the setup, make sure the settings have been saved to the Web.config file, which is located in this same folder.

 

USING A FILE SERVER NOTE: If using a file server, you will have to add a local user (it can be a domain user) to the Workamajig WebDAV Server.  Your website’s Application Pool Identity will need to be run as that user.  The user needs to be a part of the IIS User Group and that user will need to be added to the file server (as well as the Digital Assets folder).  The WebDAV Config or GUI will need to be changed to a UNC path when linking to the file server (see Step 8 for WebDAV Config Setup).  If you are having problems, please send a request for assistance to support@workamajig.com to go over the server right setup.

Test Setup

Test the Connection: From the Server: Open a browser and direct it to the URL you set up. You should be presented with a login curtain. If you see this, the connection inside your network was successful.

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NOTE: It may take some time for the DNS servers to recognize the URL you created. Please test again, once you know the information has propagated properly.

Workamajig WebDAV Set Up Screen

10. After you have enabled WebDAV, go to your Workamajig Instance or website, and set up the Windows WebDAV setup screen.

Workamajig>Admin/Manager>System Setup>Account Information: Connections>WebDAV

Click WebDAV Servers +

From Server Details screen

Type = Workamajig

Server URL = enter the URL you setup in IIS (ex. https://files.myserver.com). NOTE: Make sure an SSL Certificate is associated with the URL. 

Client Folder= ClientID (by default) NOTE: Ensure setting made in WebDAV Configuration match

Project Folder = ProjectNumber (by default) NOTE: Ensure setting made in WebDAV Configuration match

Click Save and click the X icon to close the screen.

11. From the Connections screen, click on your server’s name

At bottom of Server Details screen, click Test Server Settings/Get Options

This test is testing the connection to the server. If the test is successful, click SAVE and close the screen.

12. You must setup Security Group based access control within the UI

Troubleshooting

If you are having problems with the WebDAV Server installation or if there are complications with the functionality going forward, please see the troubleshooting steps.

  • Please make sure that all the requirements have been completed before you start the WebDAV installation. 
  • Make sure the network is set up properly and there have been no IP, network, or firewall changes, etc. both prior to the installation and throughout its use. Remember both your internal and external IPs should be tied to a URL. Again, SSL is needed for our application servers and a true cert is needed.
  • Please remember that WebDAV is an extension of HTTP protocols. The WebDAV server or File Upload component will not work properly if you are restricting, filtering, or blocking specific HTTP web site practices related to WebDAV (specifically filtering out the verbs) E.g. URL scanning tools, firewall, certain server redirect or load balancers, etc.

Useful Tips

  • If you are having any functionality problems, please check the WebDAV connection located in the WebDAV setup screen. If there is a connection problem, please contact your network administrator before sending a support issue to Workamajig. Typically, this means that a routing or some other network change has been made.
  • If you decide that you want to change your naming convention, you will have to manually move the files to the new convention structure on the server hosting your WebDAV files or Digital Assets. If this is not done you will no longer be able to view, download files/attachments etc. as they will be using the old convention.
  • If a problem occurs, please remember to check the WebDAV logs in the WebDAV Digital Asset folder. Also check for connection errors located in the WebDAV configuration screen in Workamajig.
  • Also remember to check with your network admin if you are having issues viewing, uploading, sending deliverables, approvals, etc. Your Workamajig security may have been changed by your admin or department head.

How Do I Get My Current Files On Workamajig Transferred

There are 3 methods we can use to transfer your files from our Workamajig server to you:

  1. FTP Access: (Preferred) Provide us with access to an FTP site. We will upload the files to this locations to your system. The folder structure from Workamajig will be retained, so you need to only drop the Active, Attachments and Reviews folders into the main Workamajig folder.
  2. Dropbox: We will provide you with a Dropbox link to retrieve your files. You will then upload the folder into your S3 Bucket/Workamajig folder. The folder structure from Workamajig will be retained, so you need to only drop the Active, Attachments and Reviews folders into the main Workamajig folder. NOTE: the total size of your company zipped folder may make this method unavailable to use.
  3. Google Drive: Provide us with access to a Google drive login and we will transfer the files to this drive location. You will then upload the folder into the S3 Bucket/Workamajig folder. The folder structure from Workamajig will be retained, so you need to only drop the Active, Attachments and Reviews folders into the main Workamajig folder. NOTE: the total size of your company zipped folder may make this method unavailable to use.

NOTE: During the transfer process there can be no uploads or modifications to any files in any location in Workamajig. However, you can still view the files. Once the transfer of the files is confirmed we will delete them on our servers (we have a 30 day backup that we can restore if necessary).

Sending An Issue To Support

If all else fails please send a support issue to support@workamajig.com. Please try to include the following:

  • Specific problem that is occurring, remember to include project number(s), screen shots and the steps you are taking to produce the problem.
  • Is it happening on all browsers, types of hardware and are you on the latest flash and browse versions?
  • Our engineers will need access to your server hosting the WebDAV File Upload component (RDC access is always preferred).
  • Is it happening within your office and outside it, or just one or the other?
  • Are you on the latest WebDAV version (see WebDAV setup screen)?
  • Always check with your network admin before you send in a support ticket to see if there has been any network changes.

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