SF server guide

Installing Scrum Factory manually

Changing your Company´s name

Changing your Company´s logo

Configuring e-mail settings

Enabling Windows Authentication

Creating custom reports and proposals templates

Restricting access by e-mail domain

Restricting access by e-mail domain

Installing Scrum Factory Server using MS web-deploy

Web-Deploy is the simplest way to install Scrum Factory at inside your company at your Microsoft IIs Server.

Before you start, make sure you have Microsoft Web-Deploy tool installed at your server. You can download it at:

http://www.iis.net/downloads/microsoft/web-deploy

  1. Open IIs console
  2. Open you Sites node, and right click at the web-site you want to install the Scrum Factory Server
  3. At the context menu, select “Deploy” > “Import”
  4. At the dialog box, select the Scrum Factory zip file, click at “Next”
    All package contents will be displayed, click “Next” again
  5. The default application name is /hub, but you change it for /sf, or /scrum-factory or even leave it blank.
  6. Provide a connection string.
    This will be used to create the Scrum Factory database only, so it should have the necessary permission at the server.
    Do not worry; the web-site will use other connection string.
  7. Click “Next” again, the database and the web-site will be created
  8. Open a web-browser at http://YOUR-SERVER/hub, if you find any database error message check your connection string at the web.config file at the server

Installing Scrum Factory manually

You still can install the Scrum Factory manually at you company server.

  1. First create an empty database at your SQL Server
  2. Run the following scripts DB_SCRIPT.SQL, DB_SCRIPT_30.SQL and DB_SCRIPT_32.SQL all them located at “Content\website\App_Data\DB_SCRIPT” folder of the scrum factory installation zip file.
  3. Then open the IIs console and create new site or application inside an existing web-site
  4. Copy the entire “Content\website” folder of the scrum factory installation zip file to your web-site/application root
  5. Configure the connection string at the web.config file

Changing your Company´s name

Use the “DefaultCompanyName” key at the appSettings section of the web.config file to change your company´s name.

Changing your Company´s logo

Just overwrite the Companylogo.png file at the images folder at the server.

Configuring e-mail settings

Use the standards .Net <mailSettings> tags to set your SMTP server.

If you use SSL set the “SmtpEnableSsl” key to true at the appSettings section of the web.config file.

You can also set the e-mail account and alias the Scrum Factory will use to send e-mails using the keys "ScrumFactorySenderEmail" and "ScrumFactorySenderName".

Enabling Windows Authentication

If you enable Windows Authentication the Scrum Factory will automatically use the network credentials of the current signed user without prompt him to provide its login and password.

At the MS IIs console change the WindowsAuth folder authentication proprieties enabling the Windows Authentication option.

In some scenarios is required to disable to Anonymous authentication also.

Creating custom reports and proposals templates

You can customize the Scrum Factory reports layout by editing the XSLT files at the ReportTemplates folder.

Restricting access by e-mail domain

At the first time someone signs in at the Scrum Factory server, it first validates the user credentials with the corresponding provider (GitHub, Microsoft, Google, etc…), if the credentials are valid, the server automatically enables that user to access Scrum Factory at this server.

You can restrict which e-mail domains should be automatically enable using the “TrustedDomains” key to true at the appSettings section of the web.config file.

For example, if you want to provide access only for users of your company you can set this value to “@yourcompany.com”.