Contents
 Welcome
    About Office Timesheets
       Features
       Versions
       System Requirements
 Installing Office Timesheets
    Office Timesheets Server Installation
    Installing Office Timesheets with Microsoft SQL Server Express
 Accessing Office Timesheets
    Logging into the Office Timesheets Self-Installed Version
    Logging into the Office Timesheets Hosted Version
    Logging out from Office Timesheets
 The Office Timesheets Application Interface
 Configuring Office Timesheets
    Setting Time Entry Options
    Setting Company Information
    Configuring E-mail Settings
    Setting Auditing Options
       Implementation of Auditing in Office Timesheets
    Changing Regional Settings
       Assigning Regional Options Settings to Other Users
    Setting Up User Accounts
       Understanding User Accounts
       Adding User Accounts
       Viewing or Changing User Account details
       Resetting a User’s Password
       Deleting a User’s Account
    Changing your Password
    Controlling Access with Security Policies
       Understanding Security Policies
       Using Security Policies
       Creating a New Security Policy
          Selecting the Interface Options
          Providing access to Element-related Functions
          Providing access to Task-related Functions
          Providing access to Entry-related functions
          Providing access to Lock-related functions
          Enforcing Time Entry Options
          Enforcing Regional and Language Options
          Saving the Security Policy
       Using Security Policies to allow members from different groups to share data
       Making Changes to a Security Policy
       Deleting a Security Policy
    Configuring Password Options
       Password Options for Office Timesheets Hosted Version
       Password Options for Office Timesheets Self-Installed Version
 Setting Up and Managing Processes
    Understanding Office Timesheets Data and Process Framework
    Defining the Elements to Track Time and Expense Entries
    Defining Custom Fields for the Task Elements
       Custom Field Types
    Defining Task Rate Field Labels
    Customizing Task Status Values
    Customizing Entry Status Values
    Customizing Approval Status Values
    Defining Rate Table Labels
    Holidays and Holiday Groups
       Creating a Holiday Entry
       Viewing or Making Changes to a Holiday Entry
       Deleting a Holiday Entry
       Creating a Holiday Group Entry
       Viewing or Making Changes to a Holiday Group Entry
       Deleting a Holiday Group Entry
    Defining Task Rules and Dependencies
    Understanding Approval Process Workflows
    Managing your Approval Process Workflow
       Adding an Approval Step Entry
          Specifying the Email Notification Settings
          Setting Time Entry Status Fields
          Setting Expense Entry Status Fields
          Saving the Approval Step Entry
       Viewing or Making Changes to an Approval Step Entry
       Deleting an Approval Step Entry
    Managing Reporting Periods
       Adding a Reporting Period
          Specifying Timesheet Rules for the Reporting Period
          Specifying Employee Notification Settings
          Specifying Manager Notification Settings
          Saving the Reporting Period Entry
       Viewing or Making Changes to a Reporting Period Entry
       Deleting a Reporting Period Entry
    Employees and Employee Groups
       Adding an Employee Entry
          Setting the Pay Rates for the Employee
          Assigning the Employee to One or More Groups
          Specifying Dependent Element Items and Groups
          Entering Other Details about the Employee
          Saving the Employee Entry
       Viewing or Making Changes to an Employee Entry
       Deleting an Employee Entry
       Creating an Employee Group Entry
       Viewing or Making Changes to an Employee Group Entry
       Deleting an Employee Group Entry
    Element Items and Element Item Groups
       Adding an Element Item Entry
          Assigning the Element Item to one or more Groups
          Specifying Dependency Element Items and Groups
          Entering Other Details About the Element Item
          Saving the Element Item Entry
       Viewing or Making Changes to an Element Item Entry
       Deleting an Element Item Entry
       Creating an Element Item Group Entry
       Viewing or Making Changes to an Element Item Group Entry
       Deleting an Element Item Group Entry
    Expense Items and Expense Item Groups
       Adding an Expense Item Entry
          Assigning the Expense Item to One or More Groups
          Entering Other Details About the Expense Item
          Saving the Expense Item Entry
       Viewing or Making Changes to an Expense Item Entry
       Deleting an Expense Item Entry
       Creating an Expense Group Entry
       Viewing or Making Changes to an Expense Group Entry
       Deleting an Expense Group Entry
 Managing Timesheets, Expenses and Task Entries
    Viewing your Timesheet
       Timesheet View
       Day View
       Time Clock View
    Viewing your Expense Sheet
    Configuring the Timesheet and Expense Sheet View
    Adding Task Entries
    Viewing or Making Changes to Task Entries
    Copying Tasks between Timesheets
    Adding Time Entries
       Directly Typing Values into a Cell
       Using the Time Entry Dialog Box
       Using the Timer
    Using the Day View
    Using the Time Clock View
    Viewing or Making Changes to Time Entries
    Adding Expense Entries
    Viewing or Making Changes to Expense Entries
    Mass Updating Task, Time, and Expense Entries
       Examples of Using Mass Update
          Example—Marking Expense Entries as Billable
          Example—Marking Time Entries as Overtime
          Example—Rejecting All Submitted Timesheets and Expense Sheets
          Example—Changing the Standard Pay Rate
          Example—Changing the Due Date for a Task
          Example—Marking a Project as Completed
 Appendix
    Using the Date Picker
    Using the Select Element Dialog Box
    Using the List Items Dialog Box
  
Index

Home > Installing Office Timesheets > Office Timesheets Server Installation

Office Timesheets Server Installation

There are two primary components to the Office Timesheets server installation—the application and the database. Both components are installed and configured in one simple installation process; and the application and the database can both be installed to the same computer.

 

Tip: We have found in testing, particularly with larger installations, that Office Timesheets’ performance is greatly enhanced when the application and database are installed on two separate computers.

  

The Office Timesheets server components are developed using the latest Microsoft development tools and thus require Microsoft Windows-based hardware in which to operate. However, the Office Timesheets client can run on either Microsoft Internet Explorer or Firefox browsers. Firefox web browser compatibility allows the Office Timesheets client to run on a variety of computer operating system platforms, including both Windows and Apple Macintosh.

 

Note: Before installing Office Timesheets ensure that your computers meet the minimum system requirements. Click here to check the system requirements for Office Timesheets.

  

 

To install the Office Timesheets Server application:

  1. On your web server, double-click on the OTSInstaller.exe file which you downloaded to your computer.

     

    Note: The installer must be run from the computer on which you are installing Office Timesheets – your web server, in this case.

    		  


    The Office Timesheets Setup Wizard will start and the Welcome screen will be displayed.

Install Wizard Welcome

  1. Close all other Windows programs that are running and click Next.

The License Agreement will be displayed.

Install Wizard License Agreement

  1. Review the license agreement, and click the I agree to the terms of this license agreement radio button, and click Next.

Install Wizard Select Packages

  1. Specify whether to install only the original program (including the blank or live database) or the sample database as well.
 

Note: The original checkbox is checked by default. You cannot uncheck it.

  

 

 

Tip: We recommend that you check the Sample option as well so that you have a sample database to explore before configuring your blank Office Timesheets database.

  

Check or uncheck the Sample option (depending on whether you would like to install it or not) and click Next.

Install Wizard Select Folder

  1. Choose the location in which to install Office Timesheets and click Next.

You can accept the suggested location (“C:\Program Files\OTS”) or you can install Office Timesheets to some other location by clicking the Change… button. The space required and the space available on the selected drive are displayed for your reference.

Install Wizard Ready to Install

  1. The Installation Wizard now has enough information to install Office Timesheets on your computer. Review the installation information. If you need to make any changes, click the Back button to go to the previous screens and make the required changes. Otherwise, click Next to continue with the installation.

Install Wizard Virtual Folders

  1. Type in the names of the virtual directories for your live and sample databases (or keep the default names provided for you), and click Next.

Install Wizard Select SQL Windows Authentication

  1. Select the type of authentication you would like to use—Windows Authentication or SQL Server Authentication.
 

Note: If your SQL Server is not installed on the same computer as your Web Server, you must choose SQL Server Authentication.

  

If choosing Windows Authentication…

  1. Click on the Windows Authentication radio button, and click Next.

Install Wizard Configure Databases

  1. Type the name of the database server and the names of the blank and sample databases, and click Next.
Item How to use the Item Default Value
(if any)
Database Server Name Type the name of your database server. localhost
Database Name Type the name of the blank (or live) database. OTSDB
Sample Database Name Type the name of the sample database. OTSDBSample

Install Wizard Ready to Configure System

  1. Review the installation information. If you need to make any changes, click the Back button to go to the previous screens and make the required changes. Otherwise, click Next to continue with the installation.

If choosing SQL Server Authentication…

Install Wizard SQL Authentication
  1. Select the SQL Server Authentication radio button, and click Next.

Install Wizard Configure SQL Databases

  1. Type the name of the database server, the names of the blank and sample databases, as well as your login name and password and click Next.
Item How to use the Item Default Value
(if any)
Database Server Name Type the name of your database server. localhost
Database Name Type the name of the blank (or live) database. OTSDB
Sample Database Name Type the name of the sample database. OTSDBSample
Login Type the login name needed to access the databases.
Password Type the password needed to access the databases.

 

 

Install Wizard IIS Setup

  1. The installer will then create the virtual directory/directories in IIS and install the databases that you have selected.

Install Wizard Installation Successful

  1. Click Finish to complete the installation.

 

See also
Installing Office Timesheets with Microsoft SQL Server Express
   
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