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system_five_-_installation [2008/02/18 08:56 (16 years ago)] rjohnsensystem_five_-_installation [2020/06/29 12:51 (4 years ago)] (current) – [System Five First Launch and Data Set Creation on Microsoft Server] jege
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-====== Client-Server SystemFive Installation ======+====== Client-Server System Five Installation ======
  
 +The following documents are for the installation of Pervasive SQL and Windward System Five on Microsoft Server in preparation for client workstations to connect to the database.
  
 +     - Preparing directory on Server
 +     - Installing Pervasive SQL Server
 +     - Installing Windward System Five
 +     - Initial launch of Windward System Five and creation of data set
  
-===== Summary =====+**Review the [[faq:windows_networking_best_practices|Networking Best Practices]] before proceeding.**
  
-The following documents are for the installation of PervasiveSQL and Windward SystemFive on Microsoft Server 2003 in preparation for client worskstations to connect to the database.+===== Requirements ===== 
 +Administrator Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write access
  
-     - Preparing directory on Server +== Please ensure that there are no spaces in the directory names for Windward files ==
-     - Installing PervasiveSQL Server +
-     - Installing Windward SystemFive +
-     - Initial launch of Windward SystemFive and creation of Data set +
- +
-===== Requirements ===== +
-Power User Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write access+
  
 +Applicable to Pervasive 12 & System 5 version 6.2 UP
  
-====== Microsoft Server 2003 Directory Preparation for Installation ======+====== Microsoft Server Directory Preparation for Installation ======
  
  
   - On the ROOT of your C:\ drive, create a new folder named 'Windward'. Alternatively, if you have a second hard drive installed in your computer, creating a 'Windward' folder on the ROOT of that drive would also be acceptable.    - On the ROOT of your C:\ drive, create a new folder named 'Windward'. Alternatively, if you have a second hard drive installed in your computer, creating a 'Windward' folder on the ROOT of that drive would also be acceptable. 
   - Within the newly created '[Drive]:\Windward' folder, create a folder named 'Temp'   - Within the newly created '[Drive]:\Windward' folder, create a folder named 'Temp'
-  - Browse to CD and copy the '[CD]:\PVSW_nt' folder to the '[Drive]:\Windward\Tempfolder you just created. +  - Locate the installer file directory and locate System5Install.exe 
-  - Browse to the CD to the '[CD]:\System5\Bin' folder and copy the Install.exe file to your '[Drive]:\Windward\Temp' folder+  - Have a copy of the said installer and saved in the Temp folder you created. 
 <note>Video Walkthrough: [[Srv2k3prep|Server Preparation]]</note> <note>Video Walkthrough: [[Srv2k3prep|Server Preparation]]</note>
  
 ===== Additional information ===== ===== Additional information =====
  
-Please ensure that you setup your directories exactly as outlined in this document to ensure proper function of PervasiveSQL and Windward Systemfive synchronization utility.+Please ensure that you setup your directories exactly as outlined in this document to ensure proper function of Pervasive SQL and Windward System Five synchronization utility.
  
  
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-====== PervasiveSQL Server Installation on Microsoft Server 2003 ======+====== Pervasive SQL Server Installation on Microsoft Server ======
  
 <note>Video Walkthrough: [[2k3PervServ|Pervasive Server Installation]]</note> <note>Video Walkthrough: [[2k3PervServ|Pervasive Server Installation]]</note>
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      - Change the installation directory to [Drive]:\Windward\PVSW      - Change the installation directory to [Drive]:\Windward\PVSW
      - Follow the prompts until installation is complete      - Follow the prompts until installation is complete
 +     - Apply Pervasive License Key
  
- +====== System Five Installation on Microsoft Server ====== 
-====== SystemFive Installation on Microsoft Server 2003 ====== +<note>Video Walkthrough:[[S52k3install| System Five Server Installation]]</note>
-<note>Video Walkthrough:[[S52k3install| SystemFive Server Installation]]</note>+
  
      - Browse to the [Drive]:\Windward\Temp folder you previously created and copied your installation files to.      - Browse to the [Drive]:\Windward\Temp folder you previously created and copied your installation files to.
-     - Launch the SystemFive installer application (Usually Install.exe or S5Install.exe)+     - Launch the System Five installer application (Usually Install.exe or S5Install.exe)
      - Follow the on-screen prompts ensuring you are installing to the correct directory ( [Drive]:\Windward\Systemfive )      - Follow the on-screen prompts ensuring you are installing to the correct directory ( [Drive]:\Windward\Systemfive )
-     - When installation is complete, there will be two shortcuts on your desktop: SystemFive and SystemFive-Training+     - When the installation is complete, there will be two shortcuts on your desktop: System Five and System Five-Training 
 +   
  
  
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-====== SystemFive First Launch and Data Set Creation on Microsoft Server 2003 ====== 
  
-     - Launch the SystemFive shortcut (Not the Training Shortcut) + 
-     - You will be prompted to Link to an existing Data set or 'Create A New Company'. Select 'Create A New Company' and click 'next' to continue + 
-     - The default directory for creating a new company is [Drive]:\Windward\System5\Data You may edit the 'Data' folder name, but using the default is recomended+====== System Five First Launch and Data Set Creation on Microsoft Server  ====== 
 + 
 +     - Launch the System Five shortcut (Not the Training Shortcut) 
 +     - You will be prompted to Link to an existing Data set or 'Create A New Company'. Select 'Create A New Company' and click 'Next' to continue 
 +     - The default directory for creating a new company is [Drive]:\Windward\System5\Data You may edit the 'Data' folder name, but using the default is recommended 
 +     - When you reach the part where it will ask you to choose a template 
 +      Apply System Five license Code 
 +      Administrator Account: create the administrator account 
 +      Add 1 customer's admin account -- you can clone Windward Support user 
 +      Enable DSN [[employee:data_source_name_dsn_private_release|Click Here]] 
 **The prerequisite is to not have **__ANY__** spaces in the directory name.** **The prerequisite is to not have **__ANY__** spaces in the directory name.**
 +
 <note>Video Walkthrough:[[S52k3datacreate| SystemFive Data Set Creation]]</note> <note>Video Walkthrough:[[S52k3datacreate| SystemFive Data Set Creation]]</note>
  
  
-====== SystemFive Client Installation on Microsoft WindowsXP ======+===== Creating Training Dataset  ===== 
 + 
 +      Create a copy of the Live Data folder 
 +      Rename that copy to TrainingData 
 +   - Launch the System Five  Training Shortcut 
 +   - You will be prompted to Link to an existing Data set or 'Create A New Company'. Select 'Link to an existing Data' and click 'Next' to continue  
 +   - The  directory for training  is [Drive]:\Windward\System5\TrainingData 
 +      Let the customer access  Training Data  
 +      Go to Setup Tools >Setup Wizard > Miscellaneous > Enable Training 
 +      Exit and try to log in, if ok Proceed to next step 
 + 
 + 
 + 
 +====== System Five Client Installation on Microsoft Windows 8 or higher ======
  
 ===== Summary ===== ===== Summary =====
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 ===== Checks & Measures ===== ===== Checks & Measures =====
  
-  * There should be a file named s5install.exe or install.exe located in W:\temp +  * There should be a file named s5install.exe or install.exe located in [Drive]:\temp 
-  * There should be "PVSW", "System5", and "Temp" Directories under the W:\ drive +  * There should be "PVSW", "System5", and "Temp" Directories under the [Drive]:\ drive 
-  * You should be able to read, write, and modify all files within the W:\ drive +  * You should be able to read, write, and modify all files within the [Drive]:\ drive 
-  * Under W:\PVSW there should be a clients folder. This folder contains the installation files for the Pervasive Client +  * Under [Drive]:\PVSW there should be a client folder. This folder contains the installation files for the Pervasive Client 
-  * Under W:\Temp you should see: install.exe (or S5install.exe) and a PVSW_***XXXX*** folder. Where ***XXXX*** will be nt, single or client depending on whether you are using a peer-to-peer or client-server setup+  * Under [Drive]:\Temp you should see: install.exe (or S5install.exe) and a PVSW_***XXXX*** folder. Where ***XXXX*** will bent, single or client depending on whether you are using a peer-to-peer or client-server setup
  
 ===== Additional information ===== ===== Additional information =====
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 ===== Requirements ===== ===== Requirements =====
-Power User Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write+Administrator Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write
  
  
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 ** Note: Where [Drive] is the drive that you will be installing to (Default being C: drive) ** Note: Where [Drive] is the drive that you will be installing to (Default being C: drive)
-  - Map a drive to Server shared 'Windward' folder as W+  - Map a drive to Server shared 'Windward' folder as [Drive]
-  - Ensure that user is able to see all newly created directories in W+  - Ensure that the user is able to see all newly created directories in [Drive]
-  - Run W:\PVSW\Clients\Win\Setup.exe do a 'Custom' install and Install to [Drive]:\Windward\PVSW+  - Run [Drive]:\PVSW\Clients\Win\Setup.exe do a 'Custom' install and Install to [Drive]:\Windward\PVSW
   - Perform all Communication Tests and Transactional tests.   - Perform all Communication Tests and Transactional tests.
  
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 ===== Installation of Windward System Five on workstation ===== ===== Installation of Windward System Five on workstation =====
  
-  - Run W:\Temp\install.exe (If a new installation file has been downloaded use W:\Temp\s5install.exe)+  - Run [Drive]:\Temp\install.exe (If a new installation file has been downloaded use [Drive]:\Temp\s5install.exe)
   - Install to [Drive]:\Windward\System5 to do a local install, do not install to a remote drive.   - Install to [Drive]:\Windward\System5 to do a local install, do not install to a remote drive.
   - Accept all other default settings. Finish installation   - Accept all other default settings. Finish installation
   - Shortcut on Workstation desktop is linked to: [Drive]:\Windward\System5\Bin\systemfive.exe   - Shortcut on Workstation desktop is linked to: [Drive]:\Windward\System5\Bin\systemfive.exe
 +
  
  
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 ===== Link an existing Workstation to data set ===== ===== Link an existing Workstation to data set =====
  
 +  - Launch System Five from desktop shortcut.
 +  - Select "Link workstation to an existing networked company" and click next
 +  - Browse to Mapped network drive location [Drive]:\System5\Data (Or where 'Data' folder has another name eg: "MyCompany")and click next
 +  - Assign a terminal number from available terminals and click 'Next'
 +  - You will then receive a message stating that your terminal has been set up. Click 'Finish' to continue
  
- +{{:linking_existing_live_data.jpg|}}
  
  
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   - In the 'Target' box, ensure that the line reads C:\Windward\System5\Bin\systemfive.exe   - In the 'Target' box, ensure that the line reads C:\Windward\System5\Bin\systemfive.exe
   - At the end of that line add the command ' /Forcemachine=#' where # is the assigned terminal number   - At the end of that line add the command ' /Forcemachine=#' where # is the assigned terminal number
-  - Printer settings are terminal specific, the above command prevents users from inadvertently changing a terminal number on a workstation thereby losing the ability to print+  - Printer settings are terminal-specific, the above command prevents users from inadvertently changing a terminal number on a workstation thereby losing the ability to print
   - Additionally you can use the optional command 'smallsplash' to make the splashscreen smaller.   - Additionally you can use the optional command 'smallsplash' to make the splashscreen smaller.
-  - Full target line in shortcut properties would be as follows: '[Drive]:\Windward\System5\Bin\systemfive.exe /smallsplash forcemachine=#' where # is assigned terminal number. +  - Full target line in shortcut properties would be as follows: '[Drive]:\Windward\System5\Bin\systemfive.exe /smallsplash forcemachine=#' where # is assigned terminal number. 
-  - In the 'Start In' box in shortcut properties, make the entry 'W:\System5\Data' This will lock that shortcut to a specific data set (Should you have more than one ie: A Training Data Set)+  - In the 'Start In' box in shortcut properties, make the entry '[Drive]:\System5\Data' This will lock that shortcut to a specific data set (Should you have more than one ie: A Training Data Set) 
 + 
 +{{:locked_live_data.jpg|}} 
 + 
 +{{:locked_terminal.jpg|}} 
 + 
 +===== Add Copy Over Batch File ===== 
 + 
 +Refer to [[training:copyoverbatchfile1004131330| How to do a Copyover]] 
 + 
 + 
 + 
 + 
  
  
system_five_-_installation.1203353772.txt.gz · Last modified: 2008/02/18 08:56 (16 years ago) by rjohnsen