Testing your Unanet Installation

You should now be at a point where you can begin using your Unanet System.  You should confirm this by following the steps outlined on this page.  Please note that while your Unanet system should work now, you probably want to do some configuration based on your business rules before you let all of the users into the system.

The topics covered on this page include:


Confirm Database Connectivity

At this point, you should be able to use a web browser to browse to your Unanet installation.  The URL you will use to access your system will depend on a number of things -- your machine name, your domain name, the port that your web server is using, etc.  The URL will be constructed as follows:

http://machine.domain:port/context

where

machine is the name of your Unanet server
domain is the name of your Unanet server's domain
port is the port your web server is using to connect to the Unanet Servlet (may be left off if port 80 is used)
context is the context you specified to the Servlet Engine when setting up Unanet (default is unanet)

Once you figure out your system's URL, browse to it.  You should see the Unanet login page with a green banner bar at the top and a green menu bar on the left.  You should also see a place to type your username and password.  If you get this far, your system is communicating with the database and your Unanet system should be operational.  

If, however, you are not seeing the Unanet login page -- or you see an error message, you'll need to figure out what the issue is and correct it.  Please contact Unanet Support for help in troubleshooting installation issues.


Logging into the system

Unanet comes with a default administrative username and password for initial system access. This default login is case-sensitive.

Login to Unanet as: ID: unanet  Password: unanet.

This user id is intended solely for the purpose of allowing you to sign in and create your own Administrative user id.  You should not attempt to use this special account as your standard Administrative account (as most functionality is not available to this limited id).

Once signed in with this special account, you can either create your own Administrative account, or you can activate an Administrator account that has been delivered with your new installation.

Activate Provided Administrator Account

  1. Click on the "People" menu

  2. Click on the "List" sub-menu item

  3. On the Search tab, check the "Person Status" -- "Inactive" check box (such that inactive user accounts will be included in the resulting list).

  4. Click on the "List" tab (you should see one entry for "UNANETADMIN" in the resulting output).

  5. Click on the edit pencil icon (this will launch you into edit mode on the person profile for this user id).

  6. Check the "Active" checkbox on the "Profile" tab.

  7. Click on the "Roles" tab and check the "Administrator" role.

  8. Click on the "Password" tab and enter a new password for this account (twice).

  9. Click the "Save" button.

  10. Click on the "Log Out" menu option in the upper right hand corner.

  11. At this point, you should be able to sign back into Unanet using the newly activated "UNANETADMIN" user id (along with the password you just supplied).

 

Create Your Own Administrator Account

In order to create your own Administrator account from scratch, you may want to first establish an Organization (as all users must be associated with an organization).  This can be accomplished via the Organizations screens.  Once the prerequisite entity has been established, you can create a new user via the People Add function.

Once an Administrator is added to the system, the special administrator username and password (ie unanet / unanet) will no longer work. As long as there is at least one administrator account in the system, the special unanet administrator username and password will be disabled. If all the active administrators from the system are removed (either deleted or have the Administrator role removed), the special unanet administrator username and password will again become active).

Once you have created your own unanet Administrator user id, you must log out and then back into the system with your new id before proceeding with further data configuration.

Note: If you ever forget your Administrator password, you can reactivate the unanet/unanet id/password by running a sql script in your database to remove the Administrator role from all users.  You can then sign in w/ the special unanet account to reset your own administrator user id password, re-adding the administrator role at the same time.  You can contact Unanet Customer Support who can assist you with the necessary sql scripts to perform this update.

 


Verify Temp Directory

One item that you should verify once you can access the system is that the temp directory is writable.  You can do this by navigating to the About page and checking the "Temporary Directory" setting in the "Unanet" section.  If this directory is not writable by your Unanet system, you will see a (NOT Writable) notation in red text.  Should you see this message, you will need to change the temporary directory default ( which is set to a period -- ie current directory) to some other directory that you have permission to write to.  You'll then need to restart the servlet engine and check the about page again until the message no longer appears.


Security Tip (customize your nonce value)

To further increase the security of your Unanet site, you may want to set your own nonce value via the unanet.cookie.nonce property (in the unanet.properties file).  This value is included as a private key used in conjunction with several other components during the cookie creation / authentication process.  This property simply requires a string of random characters.

!! Important Note !!  -- If you plan to modify the cookie nonce value, do note that it will invalidate any current sessions (your users would need to logout and back in with a new cookie).

If you do change your nonce value, you'll want to retest access to your system after this value has been changed.


Next Step

Step 7-- Setting up Email

Now that you can access your Unanet System, you'll probably want to begin tuning the Unanet properties to meet your individual needs.  One of the most common setup need is the ability to send email reminders and notices from your Unanet System.