Configuration
Files that require tailoring
Certain file content needs to be tailored to your specific installation.Elements Flagged for Change
Places where changes are needed are flagged with some variation of TBD - change for your installation. Basically, searching for TBD in the following files should show you places where tailoring is required.- app/models/def_mailer.rb
- app/models/installation_change.rb
- app/views/def_mailer/verify_reg_email.html.erb
- app/views/form/index.rhtml.erb
- app/views/help_text/index.html.erb
- config/app_settings.rb
- config/constants.rb
- config/database.yml
- config/environments/development.rb
- config/environments/test.rb
- config/environments/production.rb
- config/error_email.yml
- config/installation/alternate/installation_config.rb
- config/installation/default/installation_config.rb
- lib/js_server/config.json
- lib/loinc_preparation.rb
- lib/tasks/def.rake
- script/postNotice
- test/selenium/0accounts.sel
- test/unit/captcha_presenter_test.rb
Full-file Changes
Two files that support the ability to switch between installations basically need to be tailored in their entirety, i.e., every constant defined needs to be tailored. Luckily they are not big files. They are:- config/installation/alternate/installation_config.rb; and
- config/installation/default/installation_config.rb
Database tables that require tailoring
A few table rows in the database also require some tailoring.field_descriptions - 2 rows
- Terms & Conditions on the registration form:
- You'll need to get the id of the signup form in the forms table (the_form_id = Form.where(form_name: 'signup'))
- Then get the row in the field_descriptions table that contains the terms & conditions text that is shown on the signup form (FieldDescription.where(form_id: the_form_id, target_field: 'instructions2')). The default_value column of that row contains the HTML for the terms and conditions for your site. Replace what's in that column with your own text.
- Suport email address on the login_answer form
- Get the id of the login_answer form in the forms table.
- Get the row in the field_descriptions table that contains a PHR support email address (FieldDescription.where(form_id: the_form_id, target_field: 'login_instr4')). The default_value column of that row contains an email address for PHR support. Right now it is set to TBD@YOUR.SUPPORT.EMAIL. You'll want to change that.
installation_changes
- This table contains rows used to change from a default installation to an alternate installation. Each row in that table (there will usually be 3 rows in that table, but there might be 6) needs to be changed.