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Visibility Software Cyber Recruiter v 6.8 Installation Guide Page 1 Installation Guide Cyber Recruiter 6.8 October 2008

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Page 1: Installation GuideVisibility Software Cyber Recruiter v 6.8 Installation Guide Page 7 4. If installing the database portion of Cyber Rec ruiter, the following page will display. Enter

Visibility Software Cyber Recruiter v 6.8 Installation Guide Page 1

Installation Guide Cyber Recruiter 6.8

October 2008

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TABLE OF CONTENTS

Technology behind Cyber Recruiter .............................................................................................................. 3

Primary Language ..................................................................................................................................................... 3

SMTP ......................................................................................................................................................................... 3

SQL Server................................................................................................................................................................. 3

Parameterized Queries ............................................................................................................................................. 3

Encrypted Querystrings ............................................................................................................................................ 3

Software Requirements ................................................................................................................................. 4

Web Server ............................................................................................................................................................... 4

SQL Server................................................................................................................................................................. 4

Cyber Recruiter User Machines ................................................................................................................................ 4

Hardware Recommendations ................................................................................................................................... 4

Installing Cyber Recruiter .............................................................................................................................. 5

Windows Authentication Mode in SQL Server .............................................................................................. 9

Extending Cyber Recruiter to the Public Website ....................................................................................... 10

Appendix A - Top Installation Issues ........................................................................................................... 11

Appendix B – Adding a Custom Logo to the Title Bar ................................................................................. 13

Appendix C - Implementing a Cyber Recruiter Web Page .......................................................................... 14

Overview ................................................................................................................................................................. 14

Creation .................................................................................................................................................................. 15

Deployment ............................................................................................................................................................ 20

Appendix D - Sample Installation Setups .................................................................................................... 22

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TECHNOLOGY BEHIND CYBER RECRUITER

Cyber Recruiter is a 100% web-based recruiting solution that takes advantage of Microsoft SQL Server, HTML, .NET, and Active Server Page technology to provide a stable, efficient recruiting experience.

PRIMARY LANGUAGE

All web pages in Cyber Recruiter are written using standard HTML 4.0 coding, server-side .NET Active Server Page (ASPX) technology, and client-side Javascript. ASPX’s are the Microsoft-native method for server side scripting and database access (using Active Data Objects (ADO) .NET). Javascript is the industry standard for client-side browser scripting and is used for form validation and simple page redirections.

SMTP

Much of the functionality of Cyber Recruiter depends on automatic emails that are generated during the recruiting process. These emails are sent via SMTP technology. In order for this to function properly, a working SMTP server must be available that allows relaying from the web server. This SMTP Server Name (or IP address) is entered under Admin/System Setup in Cyber Recruiter. Cyber Recruiter’s SMTP functionally supports SMTP Authentication and/or changing of the standard SMTP port.

SQL SERVER

Cyber Recruiter resume text searching functionality requires that full-text indexing be installed on the SQL Server. In early releases of SQL Server 2000, full-text indexing did NOT get installed with SQL Server by default so it may need to be added separately from the SQL 2000 CD. You can check to see if full-text indexing has been installed by opening the Services applet in Control Panel. Look for a service called ‘Microsoft Search.’ If it exists, then full -text indexing is installed.

PARAMETERIZED QUERIES

This feature applies to the Careers and Self Service sites connected to Cyber Recruiter. These sites use .NET-native parameterized queries to send SQL statements to the SQL Server rather than dynamically -generated string-based SQL Statements, which are more susceptible to SQL Injection attacks. Parameterized queries provide the protection of SQL parameterized Stored Procedures but without any SQL code actually having to be stored on the SQL Server.

ENCRYPTED QUERYSTRINGS

Querystring data passed from one page to another is entirely 128-bit encrypted. Any attempt to change the value of the encrypted querystring results in an error to the user and no processing is done, preventing querystring hacking.

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SOFTWARE REQUIREMENTS

Cyber Recruiter can be configured on two different servers (one web server and one SQL Server), or can be installed exclusively on one server. For either configuration, the requirements are as follows:

WEB SERVER

Windows 2000/2003 Server with IIS 5.0 or higher installed and not installed as a domain controller. Microsoft Windows Small Business Server (SBS) is not supported. Windows NT 4.0 is not supported.

Microsoft .NET Framework 1.1 with Service Pack 1

SQL SERVER

Windows 2000 Server or higher (not Windows SBS)

SQL Server 2000 with SP3a installed (or higher) or SQL Server 2005 (Standard or Enterprise editions only). MSDE is not supported

Microsoft Full-Text Indexing must be installed

CYBER RECRUITER USER MACHINES

All client machines must have Internet Explorer 5.5 or higher installed

HARDWARE RECOMMENDATIONS

Cyber Recruiter is a very low-transaction application and therefore requires minimal hardware configurations by today’s standards. As with any web-based or SQL server-based application, however, the necessary hardware depends on which other applications share the same servers.

If Cyber Recruiter were the only web application on the web server, the web server would require at least a 1.5GHz single processor and 2GB of RAM. The amount of hard drive space needed is less than 30MB.

If Cyber Recruiter were the only application using your SQL Server, it would require at least a 2GHz single processor and 2GB of RAM. Upon installation, Cyber Recruiter creates a database that uses 150MB of hard drive space. The database will grow automatically as needed but can hold at least 20,000 applicants before needing to grow. If, however, you plan to keep the original resume formats of your applicants (Word docs, .pdf’s, etc.), these take up significantly more hard drive space. In this scenario, your SQL database will require approximately 400MB of hard drive space per 10,000 applicants stored.

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INSTALLING CYBER RECRUITER

Before installing Cyber Recruiter, ensure that the Installation Requirements above have been met. In addition to having the SQL Server up and running with SQL Authentication mixed mode and full-text indexing installed, the computer name or IP address of the SQL Server and a working SMTP server on the network that allows email relaying from the Cyber Recruiter web server will also be required.

Cyber Recruiter is installed via a compiled Wise installation file called CyberRecruiter68.msi. The installation routine conforms to Microsoft Installer 2.0 standards. In order to install Cyber Recruiter, double click the CyberRecruiter68.msi located on the CD shipped from Visibility Software. Proceed with the following steps:

1. On the Installation Welcome Screen, click Next

2. On the User Information page, enter all of the information requested and click Next

Cyber Recruiter Admin: The full name of the Cyber Recruiter administrator of the organization. This field is for informational purposes only

Admin Email: The primary email address of the Cyber Recruiter administrator entered above

Company Name: The name of your company. This will display in the upper left-hand corner of every page in Cyber Recruiter unless a custom logo has been loaded. See Appendix B for instructions on loading your custom logo.

SMTP Server: The computer name or IP Address of a valid SMTP Server on the network that will allow email relaying from the server on which Cyber Recruiter is being installed.

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3. On the Select Features screen, choose which portion will be installed on this server, SQL Database, Web Server or both. Typically, the install will be run from the web server and both the Web Server and SQL Database pieces will be installed. If only the SQL Database portion is installed, the next step will prompt for the SQL Server information (skip to step 4).

Note: If the SQL Server uses Windows Authentication (not Mixed Mode), do not install the SQL Database feature during the install. Install only the Web Server portion. The database must be created separately once the Web Server installation is complete.

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4. If installing the database portion of Cyber Recruiter, the following page will display. Enter a name for the database to create on the SQL Server as well as the name of the SQL Server and the “sa” password. The installer will verify the connection information before proceeding with the installation.

If installing the database portion of Cyber Recruiter, the following page will display. Enter a name for the database to create on the SQL Server as well as the name of the SQL Server and the “sa” password. The installer will verify the connection information before proceeding with the installation.

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5. On the Destination Folder screen, click the Browse button to change the default directory for the Cyber Recruiter program files. Click Next to continue.

6. On the final screen of the installation package, click Next to begin the installation. This process will copy all necessary files to the server as well as create the SQL database and database objects necessary to run Cyber Recruiter (if installing the SQL Database).

7. Once the installation is complete, Cyber Recruiter will be accessible by going to the proper URL. The URL will take the form: http://<servername>/CyberRecruiter/Default.aspx

Where <ServerName> is the computer name or IP address of the machine where Cyber Recruiter was just installed (the Web Server).

Use the User ID of Admin and a password of CRAdmin when logging into Cyber Recruiter for the first time. Neither is case-sensitive. Log into the system to ensure that connectivity has been established and installation is complete.

If a consultant will be assisting with the setup and configuration, stop at this point. Otherwise, proceed with the Cyber Recruiter setup and creation of other User logins (see the Cyber Recruiter Administrator Guide for details).

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WINDOWS AUTHENTICATION MODE IN SQL SERVER

If the SQL Server utilizes Windows Authentication mode as opposed to SQL Authentication mixed mode.

1. Install Cyber Recruiter without installing the SQL Server portion

2. Download and unzip the file http://www.visibilitysoftware.com/crupdates/crempty.zip to an empty folder on the SQL Server.

3. Create a new, empty database on the SQL Server called CyberRecruiter

4. Restore the unzipped .dat file which was downloaded over the empty database which was created in SQL Server.

5. Double-click the file WebConfigUpdate.exe from the Cyber Recruiter installation folder on the web server

6. The following form will display:

This utility is used to direct Cyber Recruiter to a specific SQL database on a specific SQL Server. Enter the name of both the server and database, choose Use Windows Security, enter a session timeout value and click OK. This utility will modify the web.config file in the Cyber Recruiter root directory to provide its database connection.

Note: The session timeout refers to the amount of time that must pass without any activity in Cyber Recruiter before a user is automatically logged out. For instance, if the session timeout is set to 20 (which is the default) and a person is logged in to Cyber Recruiter, he/she will be automatically logged out if the page sits idle for 20 minutes. As long as any activity takes place while the user is in Cyber Recruiter (even just by refreshing a page), the timeout will be reset.

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EXTENDING CYBER RECRUITER TO THE PUBLIC WEBSITE

Many clients elect to post open requisitions to their corporate websites as well as accept applicants and resumes via their website. Real-time job-posting and resume collection can be implemented as long as your corporate web server runs Microsoft IIS 5.0 or higher and has access to the Cyber Recruiter SQL Server.

An online application for your public site often requires customization in order to make the application integrate seamlessly with your current website layout, artwork, etc. The Cyber Recruiter core product currently runs on Microsoft .NET 1.1 and a customized public Careers site will run on Microsoft .NET 2.0 technology.

As there are so many unique configurations of hardware/software firewalls, routers, DMZ’s, and web-hosting services possible from organization to organization, it is up to the client to determine how their public website will have read and write access to their Cyber Recruiter SQL Server for posting open positions and accepting resumes in real-time. Port 1433 is commonly used to communicate between Cyber Recruiter and SQL and Careers and SQL, but each individual organization may be different

Visibility Software will configure an online job posting page and application page(s) (if contracted to do so) that will integrate to the corporate website with your new Cyber Recruiter installation. If the organization has access to a web development team who as expertise in developing pages and wishes to take on this project, Visibility Software has additional details on using the Cyber Recruiter Out-Of-Box solutions for creating online careers, application, employee referral and applicant self service pages.

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APPENDIX A - TOP INSTALLATION ISSUES

The following message can commonly occur when logging into Cyber Recruiter for the first time after an installation.

1. Symptom: Gray pop-up error message at the very end of the installation

Solution: This occurs if the .NET Framework 1.1 from Microsoft isn’t installed on the web server. The installation runs a small .NET program at the very end of the installation and it will fail if the Framework isn’t installed. The installer will also roll back everything that was done to that point so a “partial” installation isn’t possible. The .NET Framework 2.0 and 1.1 can both be installed individually on a web server, but Cyber Recruiter requires version 1.1

2. Symptom: After typing in the URL to launch Cyber Recruiter, a 404 – Page Not Found Error appears

Solution: First, check the Cyber Recruiter installation folder; it should have the folder structure seen below. If the files seem to have been installed correctly, open up Internet Services Manager; find the Cyber Recruiter virtual directory or website and right click properties. If there is a tab in that says “.NET Framework”, go to that tab and make sure that the .NET Framework 1.1 is chosen, not 2.0. If only the .NET Framework 1.1 is installed on the machine, this tab will not appear. If .NET Framework 1.1 is already chosen, please call Technical Support for additional assistance.

3. Symptom: The Cyber Recruiter login page appears but when logging in as admin/cradmin, a “Registry access – permission denied” error appears.

Solution: To resolve this issue, perform the following steps.

1. Go to Start/Run on the Cyber Recruiter web server

2. Type regedt32 and click OK

3. Go to the HKEY_LOCAL_MACHINE window

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4. Navigate to the Software\Visibility Software\Cyber Recruiter key

5. While highlighting the Cyber Recruiter node, click Security/Permissions in the menu bar

6. Make sure that the ASPNET user (in Windows 2000) or the NETWORK SERVICE user (in Windows2003) has Full Control over this particular registry key and click OK

7. Close regedt32

The server does not have to be rebooted at this point. Try to login again

4. Symptom: Any type of “Accessed Denied” message regarding a particular file or folder

Solution: Once Cyber Recruiter has been installed, the NETWORK SERVICE user (on a Windows 2003 machine) or ASPNET user (on a Windows 2000) machine must be given at least “modify” access to the Cyber Recruiter installation folder, which by default would be C:\program files\visibility software\cyber recruiter. These permissions should be set during the installation but should be checked if “Access Denied” messages continue to appear. Also, the folder C:\WINDOWS\Microsoft.NET\Framework\v1.1.4322\Temporary ASP.NET Files on the installation machine must be given “modify” access by the NETWORK SERVICE or ASPNET user.

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APPENDIX B – ADDING A CUSTOM LOGO TO THE TITLE BAR

A custom logo can be added to the top upper left-hand corner of every Cyber Recruiter page. The logo will appear above the main menu bar.

1. Create the image to use

It must be exactly 360 pixels long by 30 pixels high.

The default background color for Cyber Recruiter is GhostWhite, RGB(248,248,255), Hex (#F8F8FF)

2. Save the Image

The image must be named CRCustomLogo.jpg

The image must be placed in the \Images folder of the Cyber Recruiter root folder on the web server. (In a default installation, this would be the C:\Program Files\Visibility Software\Cyber Recruiter\Images folder.)

As long as this CRCustomLogo.jpg file exists in the \Images folder it will appear in the upper left-hand corner of every page. If this file does not exist, the company name (as entered under Admin/System Setup) will appear as plain text.

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APPENDIX C - IMPLEMENTING A CYBER RECRUITER WEB PAGE

The purpose of this document is to help .NET developers create public Careers pages for the websites that incorporate the Cyber Recruiter “Online Application” infrastructure. There is no code-behind involved in this process so whether C# or VB .NET is used is immaterial. However, the screenshots in this document are all from VB .NET 2003 (although .NET 2.0 can be used also).

OVERVIEW

The process involves incorporating .NET web user controls developed by Visibility Software, LLC into web pages with your existing navigation and artwork. This should be familiar if you have worked with incorporating web user controls into existing .NET pages. There are 3 pages that need to be created to create a complete site.

1. Careers.aspx – This is the first page that a visitor will see when visiting the Careers site. It generally includes some opening text, disclaimers, links to the currently open positions, etc.

2. AppSelfService.aspx – This page contains the entire Applicant Self Service module. The first thing a visitor would see on this page is the login page, asking him/her to login in order to view or change his/her information.

3. AgencyPortal.aspx – This page contains the entire Agency Portal module. This allows external recruiters to input new applicants directly into your Cyber Recruiter system and associate them with open positions.

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CREATION

1. Create a Template

All three of the pages described above consist of Visibility Software user controls inserted into a page that already includes your navigation and artwork. For example, a page on Visibility Software’s website looks like this:

If Visibility Software wanted to create a Cyber Recruiter Careers site, its webmaster would first take the above page and strip out the content in the “meat” of the page so that the page is left with the following information:

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Obviously the website will look different but the general idea is to start with a template that has the lo ok and feel of the existing website but leaves the primary part of the page empty so that coding for Cyber Recruiter-specific user controls can be installed. Once the template is finished, create three new pages in a .NET project that start with this template, Careers.aspx, AppSelfService.aspx, and AgencyPortal.aspx

2. Download the Cyber Recruiter User Controls

Download and unzip the following file to the \bin folder of the .NET project.

.NET 1.1 SP1 http://www.visibilitysoftware.com/crupdates/DIYCareers-bin.zip

.NET 2.0 http://www.visibilitysoftware.com/crupdates/DIYCareersdotNET2-bin.zip

Next, download and unzip the following file to the root folder of the .NET project

.NET 1.1 SP1 http://www.visibilitysoftware.com/crupdates/DIYCareers-root.zip

.NET 2.0 http://www.visibilitysoftware.com/crupdates/DIYCareersdotNET2-root.zip

3. Modify Web.Config file

Open the web.config file in Visual Studio that was created when this .NET project was created and scroll to the very bottom. The bottom should look something like this.

Between the </system.web> tag and the </configuration> tag, copy and paste the following section…

<appSettings> <add key="ConString" value="" /> <add key="PageURL" value="AppSelfService.aspx" /> <add key="CareerPageURL" value="Careers.aspx" /> <add key="VPURL" value="AgencyPortal.aspx" /> …</appSettings>

So that the final result looks like…

</system.web> <appSettings> <add key="ConString" value="" /> <add key="PageURL" value="AppSelfService.aspx" /> <add key="CareerPageURL" value="Careers.aspx" /> <add key="VPURL" value="AgencyPortal.aspx" />

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</appSettings> </configuration>

Note, if you’re making this project in .NET 2.0, you must also add the following line.

<add key="dotNETVersion" value="2.0" />

Next, double-click the file WebConfigUpdate.exe (or WebConfigUpdateNET2.exe if using .NET 2.0) in the root of the .NET project folder (this file was one of the files unzipped in Step 2). The following screen will appear

Enter all of the SQL Connection information on this page. The Careers, AppSelfService, and AgencyPortal pages that are being created in this process all pull and write data to an existing Cyber Recruiter SQL Database (created during a Cyber Recruiter installation). Before continuing, ensure that a valid Cyber Recruiter database exists on a SQL Server in the organization and that it can be accessed. Once that is confirmed, run this WebConfigUpdate.exe (or WebConfigUpdateNET2.exe) utility and enter the correct connection information. 60 is a typical value to enter for the Session Timeout.

4. Incorporating Cyber Recruiter’s User Controls

Careers.aspx

Open the Careers.aspx page in Visual Studio and verify that it already has the base template created in Step 1. In the Page Declarations section of that page, at the very top, cut and paste the following code.

<%@ Register TagPrefix="uc1" TagName="CRCareers" Src="CRCareers.ascx" %>

In the <HEAD> section of the document, paste in the following line of code…

<link rel="stylesheet" href="CRCareersPage.css">

Next, in the “meat” of the page (where is says ‘Control goes here’) in the screen shot on page 2, paste in the following code. This is most likely in a large empty <TD> element of the HTML document.

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<form id="frmCRSS" runat="server" method="post">

<uc1:CRCareers id="CRCareers1" runat="server"></uc1:CRCareers>

</form>

NOTE: If the existing HTML template already has a server-side <form> tag, you CANNOT have 2 of those in one document in .NET 1.1 SP1. If the page already contains a server-side <form> tag, do NOT add it as stated above, just paste in the <uc1> line. This is the same in the next two pages as well.

AppSelfService.aspx

Open the AppSelfService.aspx page in Visual Studio. In the Page Declarations section of that page, at the very top, cut and paste the following code.

<%@ Register TagPrefix="uc1" TagName="CRAppSSMain" Src="CRAppSSMain.ascx" %>

In the <HEAD> section of your document, paste in the following line of code…

<link rel="stylesheet" href="CRCareers.css">

Next, in the “meat” of the page (where is says ‘Control goes here’) in the screen shot on page 2, paste in the following code. This is most likely in a large empty <TD> element of the HTML document.

<form id="frmCRSS" runat="server" method="post">

<uc1:CRAppSSMain id="CRAppSSMain1" runat="server"></uc1:CRAppSSMain>

</form>

Agency Portal.aspx

Open the AgencyPortal.aspx page in Visual Studio. In the Page Declarations section of that page, at the very top, cut and paste the following code.

<%@ Register TagPrefix="uc1" TagName="CRVP" Src="CRVP.ascx" %>

In the <HEAD> section of your document, paste in the following 2 lines of code…

<link rel="stylesheet" href="CRVP.css">

<link rel="stylesheet" href="CRVPGridStyles.css.css">

Next, in the “meat” of the page (where is says ‘Control goes here’) in the screen shot on page 2, paste in the following code. This is most likely in a large empty <TD> element of the HTML document.

<form id="frmCRSS" runat="server" method="post">

<uc1:CRVP id="CRVP1" runat="server"></uc1:CRVP>

</form>

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5. Compiling

This ends the coding portion of the implementation. Compile the solution in Release mode. The next step outlines deploying the solution to their corresponding production servers

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DEPLOYMENT

Configuration of the server/DMZ is outside the scope of this document and should have been explored during the Cyber Recruiter installation process.

In general, the Careers.aspx, AppSelfService.aspx, and AgencyPortal.aspx pages are deployed onto a public server in the DMZ (because visitors from the public need to be able to access these pages, peruse open positions, apply, log back to update their resumes, etc.).

Careers.aspx, AppSelfService.aspx, and AgencyPortal.aspx

1. Create an empty folder anywhere on the public web server where these pages will reside

2. Create an empty folder called \bin within that root folder

3. Create an empty folder called \temp within that root folder

4. Create a virtual directory on the public web server, beneath the primary corporate web site called Careers which points to the root folder created in step 1. Make sure this virtual directory is configured as an Application, has Scripts Only execute permissions, and has Careers.aspx as its default document.

5. Set folder permissions to the root folder created in step 1 to at least Modify for the ASPNET user (in Windows 2000) or NETWORK SERVICE user (in Windows 2003).

6. Copy the following files from the \bin folder of the .NET project to the \bin folder created in step 2.

CRCommonFunctions.dll CRAppSelfService.dll devBiz.Net.Mail.dll devMailNetLicense.lic TSHAK.Components.dll The complied .dll from the .NET project RadGrid.dll, RadAjax.dll, RadCallback.dll, RadUpload.dll

7. Copy the following files from the root folder of the .NET project to the root folder created in step 1.

CRCareersPage.css CRCareers.css Careers.aspx AppSelfService.aspx Web.config WebConfigUpdate.exe CRAppSSMain.ascx CRVP.css CRVPGridStyles.css AgencyPortal.aspx CRVP.ascx AppTextResume.aspx AppFileResume.aspx AppPrint.aspx eQuest.aspx

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THImport.aspx and THSearch.aspx ViewForm.aspx

8. Double click the file WebConfigUpdate.exe (or WebConfigUpdateNET2.exe) in the root folder and enter

the SQL Connection information to the Cyber Recruiter SQL database. 60 is a typical value for the Session Timeout

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APPENDIX D - SAMPLE INSTALLATION SETUPS

The next five pages provide a graphical representation of the installation and configuration for Cyber Recruiter and its supporting web pages. If the desired configuration is not shown, please contact Visibility Software Technical Support or your Implementation Consultant.

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