Expense Routing Application

To convert the Expense Report application from Chapter 12 to a routing application, a few major changes were made to create a routing map, update the ASP pages so that they send e-mail messages to the expense routing folder rather than update the status of the expense items directly, and implement some custom script actions. Before looking at the changes to the ASP pages and script, you need to set up the Expense Routing application.

Setting Up the Expense Routing Application

Before you can install the application, you must have a Windows NT 4.0 Server and a client with certain software installed. Table 13-7 describes the installation requirements.

Table 13-7 Installation Requirements for the Expense Routing Application

Required Software	Installation Notes
Exchange Server 5.5 SP1 with Outlook Web Access	Exchange Server 5.5 SP1 installs the routing engine and routing objects.
IIS 3.0 or higher with Active Server Pages	IIS 4.0 is recommended.
CDO library (cdo.dll) CDO Rendering library (cdohtml.dll)	Exchange Server 5.5 SP1 installs CDO library 1.21 and CDO Rendering library 1.21. Outlook 98 installs CDO library 1.21.
For the client: A web browser Outlook 98 Visual Basic 6.0	For the web browser, Internet Explorer 4.0 recommended. You can run the client software on the same machine or on a separate machine.

To install the Expense Routing application, copy the Expense Routing folder from the companion CD to your web server where you want to run the application. Start the IIS administration program. Create a virtual directory that points to the location where you copied the expense routing files, and name the virtual directory expenserouting. Make sure you enable the Execute permissions option for the virtual directory. You will be able to use the following URL to access your Expense Routing application: http://yourservername/expenserouting.

Open the Exchange Administrator program. Open the Properties dialog box for the Folders\System Folders\Events Root\EventConfig_servername folder. Click the Client Permissions button, add a user who will administer the Expense Routing folder, and grant the user Author permissions. Click OK twice.

Launch Outlook using the user you selected to administer the folder Expense Routing. Create a new public folder named Expense Routing under All Public Folders. Next, verify that the Server Scripting add-in is installed. By default, Outlook 98 does not install the Server Scripting add-in. To install the Server Scripting add-in, select Options from the Tools menu, click on the Other tab, click Advanced Options, and then click Add-In Manager. Check the Server Scripting check box in the Add-In Manager dialog box. In the Exchange Administrator program, open the Properties dialog box for the Expense Routing public folder. Click on the Advanced tab, uncheck the Hide From Address Book check box, and click OK.

Start the Registry Editor on your server, and open this key:

 HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\MSExchangeES\ Parameters  

Set Logging Level DWORD to 5, to log the maximum amount of information.

NOTE

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Be sure to set Logging Level to 0 when you are finished testing the Expense Routing application. If you do not, your Application log will be quickly filled up with MSExchangeES logging entries.

Next, you will create a default map using the Exchange Routing Wizard. To install the Routing Wizard on your client machine, run Rwsetup.exe from the Exchange Server 5.5 Service Pack 1 CD. For Windows 95 and Windows 98, the location for Rwsetup.exe is \Eng\Server\Support\Collab\Sampler\Routing\Win95. For Windows NT, the location is \Eng\Server\Support\Collab\Sampler\ Routing\Winnt\i386. You must have Outlook 98 installed on the machine where you are installing the Routing Wizard.

After you have installed the Routing Wizard, run it by selecting it from the Programs menu. The Routing Wizard requires you to log on to Exchange Server. Use the account that you used to create the Expense Routing public folder. In the Step 1 screen, choose the Expense Routing public folder as shown in Figure 13-5. Step through the remaining screens of the wizard. Add recipients when necessary. Since the Routing Wizard is being used only to create a default map, which we will modify later, the remaining settings in the wizard are not important.

Locate the RoutingAgentScript.txt file included with the expense routing files. Be sure the read-only flag for the file is unchecked and open it in Notepad. Perform a search in the code and replace all instances of the text localhost with the name of your web server. Save and close Notepad.

Run the updated Agent Install program in the Agent Install Updated folder on the companion CD. Log into your Exchange Server using the account you used to create the Expense Routing public folder. Select the Expense Routing public folder, as shown in Figure 13-6.

Figure 13-5 Selecting the Expense Routing public folder to install a default routing map.

Figure 13-6 Selecting the Expense Routing public folder in the updated Agent Install program. The agent and map contained in the Expense Routing folder were added using the Routing Wizard.

Click the Delete This Agent button, and then click OK to delete the agent in the Expense Routing public folder generated by the Routing Wizard. Click No when asked to delete the routing map. Click the Add New Agent button, click Yes when asked to create a routing agent, and then click OK to select a script. In the Select Script dialog box, shown in Figure 13-7, select the RoutingAgentScript.txt file that you modified earlier, and click OK.

Figure 13-7 Selecting the script for the Expense Routing agent.

In the main interface for the updated Agent Install program, click the View Default Map button. Click the Delete All Rows button to clear the map. Use the Delete Column button to delete all parameter columns except Parameter1. Click the Select Script button. When asked if you want to use the default script in the folder, click Yes. Check the Parse Script For Functions check box, and click OK after the program tells you how many new functions were added from the script. Enter the map instructions shown in Figure 13-8. Double-click or press the Enter key to edit a cell, and use the Add Row button to add rows. You will be able to select intrinsic and custom actions from a combo box that displays in the Action column. When finished, click Save, and then click Exit.

To test the Expense Routing application, use the following URL to submit expense reports: http://yourservername/expenserouting. The application is used in the same way as the Expense Report application in Chapter 12. Figure 13-9 shows the Expense Report Status Page with some sample expense reports in different routing states. To see sample expense reports, open the Expense Routing.pst file included with the expense routing files in Outlook.

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If the application does not work as expected, check that you have Service Pack 1 of Exchange Server installed. Also, check the Application log of the Event Viewer for any logged errors.