Updated install guide

[noah]

Thanks to those who worked through the different install issues. I've
updated the install guide and posted in the file section of this
Google Group. Here's a text version:

Step 1: Download MySQL
Coupa eProcurement requires the MySQL 5.0+ database. The open source
version, along with installation instructions, is available at the
MySQL site, currently at http://dev.mysql.com/downloads/mysql/5.0.html#win32.
We recommend that you use the latest 5.0 version. Download the
complete version (Windows ZIP/Setup.EXE). The Essentials package is
available for technically savvy administrators, but this guide will
take you through the complete version setup.

Step 2: Install MySQL
After downloading MySQL, run the Setup.exe program. MySQL will guide
you through their Setup Wizard. We recommend doing the “Typical
Install”. After the Install is complete, the system will ask you to
run the MySQL Server Instance Configuration Wizard. Click “Next”.
You’ll be asked to pick a configuration type of Detailed or
Standard. Recommend that you pick Standard. The installer may ask
if you want to include the Bin directory in windows PATH. You should
check that.
The last step of the install is to create a root password. Put one in
and remember it, as you’ll need it soon.

Step 3: Create a database in MySQL for Coupa Express
Open the MySQL Command Line Client, which should be in your Programs
list under MySQL / MySQL Server 5.0. It will ask for your password in
Step 2. Then, to create the database, enter: CREATE DATABASE coupa;

Step 4: Install Ruby
Coupa uses the Ruby Programming Language. You should download the
One-Click Windows installer, downloaded from
http://rubyforge.org/frs/?group_id=167&release_id=28426. Pick the
1.8.6-27 Release Candidate 2 using the .exe (Windows Executable). As
you go through the installer wizard, it will ask you if you want to
install some additional components. Make sure that you check “Enable
RubyGems”. RubyGems is the package manager for Ruby. We also
recommend unchecking SciTE.

Step 5: Install Additional Gems
Coupa Express requires certain additional Gems to be installed. The
easiest way to install gems is via the RubyGems Package Manager which
can be open in your Programs list under Ruby-186-27 / RubyGems.
Please note that you should install the versions listed here as
certain combination of gems may cause problems interacting with Coupa
Express.
From the RubyGems Package Manager, type:
1. gem install rails –v 1.2.3
2. gem install ferret –v 0.11.4
3. gem install -y -v 0.4.1 acts_as_ferret
4. gem install rtf
5. gem install mysql
6. gem install vpim
7. gem install rake –v 0.7.3
8. gem install mongrel
9. gem uninstall rake –v 0.8.1 (or any other version of rake that is
currently on your system. Type “gem list” to see all gems and their
version)

Step 6: Download the Coupa Express Source Code
Download the latest source code files, which are available from
Sourceforge.net at http://sourceforge.net/projects/coupa/files/ You
want to download the coupa-1.5.zip file which is the latest version.
Extract the archive file into a desired folder on your machine (e.g.,
C:\coupa-1.5).

Step 7: Configure the MySQL database
The next step is to configure the system to utilize the MySQL database
that you created earlier Navigate (via Windows) to your newly created
Coupa folder (e.g., C:\coupa-1.5). Go into the config directory.
There should be a file called database.yml in that folder. Open it in
Wordpad or other text editor. Edit the database.yml file using
Notepad or another Windows text editor. Make sure that the database
you created in Step 3 is entered in the “database:” field in the file
under the “development” section. Also, enter the root password that
you created on the MySQL install (Step 2).

Note that by default the Coupa installation is configured to run in
development mode, which gives helpful error messages but also prevents
ongoing caching of the code. If you'd like to run in production mode,
with diagnostic logging disabled and no dynamic code reloading, you
can use the file that is in the \config\databases folder. You must
fill in the “production” part as well.

Step 8: Load the Tables
At a command prompt in your applications root directory, e.g., C:
\coupa-1.5, you can use the rake tool to load the database tables.
Type “rake db:schema:load".


Step 9: Load the Seed Data
Once the tables have been created, you should load seed data. There
are 2 choices:
1. The default set of seed data includes a small amount of sample
transactional data to make it easy to get a feel for the system. To
load this set, type “rake db:seed:load”.

2. An alternative minimum set includes only basic data needed for the
system to work, such as countries, currencies, units of measure, and
so on. To load this set, type “rake db:seed:load SRC=db\blank”.

Step 10: (Optional) Configure Email
Coupa eProcurement Express supports sending email notifications to
users, transmitting purchase orders to suppliers over email, and
receiving email-based requisition approvals. In order to make use of
these, you need to configure both an outbound mail server and inbound
mail processing. There are many different mail servers, so please
refer to the documentation that is applicable for your mail server and
how it works with actionmailer.

Step 11: Start Background Server
Coupa uses a background processor called backgroundrb for file loaders
and other processes not driven by a user request. In the command
prompt window of your coupa directory, type “ruby script/backgroundrb/
start”, which will start the process.


Step 12: Start Web Server
Start the web server, Mongrel. From a new command prompt window,
type “mongrel_rails start”.


Step 13: Start Using Coupa
Open up your IE or Firefox web browser and go to http://127.0.0.1:3000.
Here you should see the Coupa login screen.
In step #9, if you loaded the default seed data (option #1), then you
can log in with the user “williams” and password “welcome” and begin
exploring the system.
In step #9, if you loaded the minimum seed data (option #2), then you
can login with the user “admin” and password “welcome”.