2011 Installation Instructions - Jack Henry & Associatesprofitstarhelp.jackhenry.com/dev/Install2011.pdf · 2012-05-24 · 2011. Visit our Release/Upgrades page, in the For Clients

2011 Installation Instructions

for PROFITstarreg PROFITabilityreg Profitstar Suitetrade PROFITstarreg Portfolio

and PROFITstarreg Budget Manager

Date created April 8 2010

Last updated August 19 2011

Intended audience IT professionals and end users

This document is available in electronic form at

httpprofitstarhelpjackhenrycomdevInstallpdf

Summary

This document contains detailed installation instructions for PROFITstar

PROFITability Profitstar Suite PROFITstar Portfolio and PROFITstar Budget

Manager

With the assistance of the Installation Wizard the installation of these products is

a straightforward process Remember that for all types of installations the

person actually installing the software must have ―Administrator rights

To find the instructions you need for a specific type of installation refer to the

Contents list below

Contents

Important Considerations on page 2

First Installation of the 2011 edition ndash from a CD on page 5

Updating from 2007a or Later on page 12

Converting your Existing Data on page 18

Installing on a New PC on page 19

Converting your PROFITstar Portfolio Data on page 25

Linking PROFITstar Portfolio and PROFITstar Data on page 25

Installing the Budget Manager Server and Client Software on page 26

Installing Profitstar Web Services for Optimizer Web

Appendix A ndash Using UNC Paths on page 30

Appendix B ndash Related Links on page 31

ProfitStars A Jack Henry Company 17110 Marcy Street Ste 200 Omaha NE 68118 P 8003569099 F 4024318822 wwwprofitstarscom

Page 2 of 31

Important Considerations

Prior to installing any of these products you and your network administrator are

strongly encouraged to review these instructions and the other resources listed in

Appendix B which provide the system and hardware requirements and antivirus

scanning suggestions

In addition before attempting to install our products it is important to be aware of

the following key points

General

If you are a current PROFITstar client you need to have version 2007a or

later installed in order to upgrade to the 2011 edition Data older than 2007a

must be incrementally upgradedmdashfirst to a version such as 2009 and then to

2011 Visit our ReleaseUpgrades page in the For Clients portal for

important information about the 2009 2010 and 2011 releases as well as for downloading instructions for the files

Windowsreg 2000 is no longer a supported operating system for the PROFITstar

family of products A complete list of the 2011 System Requirements can be

found at httpprofitstarhelpjackhenrycomdevSysReqpdf

If Microsoftreg NET Framework version 35 Service Pack 1 files are not

detected on a machine being targeted by the installation the program will attempt to download the necessary files from Microsoftlsquos website

If any of these ―server or ―client machines do not allow a connection to the

Internet the NET Framework files will need to be downloaded on another PC and then manually installed on the appropriate machine(s)

The NET Framework files are available on the Microsoft website and can be

downloaded using the following link

httpwwwmicrosoftcomdownloadsdetailsaspxdisplaylang=enampFamilyID

=ab99342f-5d1a-413d-8319-81da479ab0d7

Since the installation programs for the PROFITstar Server PROFITstar Client

and PROFITstar Budget Manager Server perform admin functions it is required that the person installing the software have ―Administrator rights

In the Vista and Windows 7 operating systems the person installing the

software will be prompted to log in with Administrator credentials if

necessary In Windows XP the following message box will be displayed if the person performing the installation lacks the necessary permissions


Page 3 of 31

Clicking the Details button reveals the permissions-related information

Server-related issues

Two Windows servicesmdashthe Profitstar Server and the Advantage Database Server

(ADS)mdashare installed on the server PC The Profitstar Server service relieves the

client PCs of some of the heavier data processing duties Be aware that

Non-Windows operating systemsmdashsuch as Novell Netware and Linuxmdashare not supported

DFS-managed folders cannot be used for PROFITstar PROFITability Profitstar

Suite PROFITstar Portfolio and PROFITstar Budget Manager data

The server components must reside on the same physical machine as the

PROFITstar PROFITability Profitstar Suite andor PROFITstar Portfolio data but the service and the data do not have to be on the same drive

Clients running both the Profitstar Server and ProfitStarslsquo Optimizer product

(see httpprofitstarscomproductsoptimizer) need to install Profitstar Web

Servicesmdasha component that allows Optimizer users to view PROFITstar and

PROFITability data Complete Profitstar Web Services installation instructions

can be found at httpprofitstarhelpjackhenrycomdevProfitstar Web Services Installpdf


Page 4 of 31

Client-related issues

On each computer used to access PROFITstar or its related software products

users must have Modify rights to the folder in which the PSini file is stored

For a Profitstar Suite client running on Vista or Windows 7 the default

location for this file is CProgramDataProfitstarPS Suite2011 For a

Windows XP user the default location for the PSini file is CDocuments and SettingsAll UsersApplication DataProfitstarPS Suite2011

Client and Server-related issues

The Share and Security permissions for all PROFITstar users as well as the

local System account must be set to Full Control for the root data directory

(CPSData by default) and the nested subdirectories (PS PA Common and PMData)

IT personnel must set these permissions from the server machine If these

permissions are not granted and a user attempts to complete a task for which

these permissions are required a message will be displayed explaining that

the user has insufficient rights to perform the requested action

If firewall software is used to protect the server or server-like machine it

must be configured to allow incoming connections on port 6262 using the

UDP protocol and on port 20925 using the TCP protocol In order to satisfy

and manage client requests for data in the database used by PROFITstar and

its related software products The Advantage Database Server (ADS) uses the

first port (6262) while the Profitstar Server utilizes the second port (20925)

Note Instructions explaining how to allow communication through Windows

Firewall on Windows Server 2008 are available at httpprofitstarhelpjackhenrycomdevFirewall Considerationspdf

Other

The Budget Manager server runs on TCP port 20563 so if you have internal

firewalls you will have to allow traffic on this port to pass through

Several installation-related FAQs can be found at

httpprofitstarhelpjackhenrycomfaqsFAQshtmInstallationfaqinsthtml


Page 5 of 31

First Installation ndash from a 2011 edition CD

New clients installing the PROFITstar PROFITability Profitstar Suite andor

PROFITstar Portfolio 2011 programs for the first time should perform the following

steps

1 Introduction

The combination of a Profitstar Server installation and a separate Profitstar

Client installation results in improved scalability and performance of the

software

Initially the Profitstar Server needs to be installed on the server machine

while the Profitstar Client installation must be run on each PC used to access

the PROFITstar or PROFITability data

For subsequent installations however only the Profitstar Server installation

will need to be run since it contains the necessary files for both the server

and client applications When each user attempts to log in following the

server installation they will be prompted to automatically update their client

application without having to download the client installation file

2 Verify the System Requirements

Review the system requirements and verify that the computers on which the

software will be installed meet these requirements

The System Requirements for the 2011 edition PDF is available at

httpprofitstarhelpjackhenrycomdevSysReqpdf

3 Locate your Serial Number Validation Code and Product Key

To install the Advantage Database service which is necessary to run the 2011

editions of PROFITstar PROFITability Profitstar Suite andor PROFITstar

Portfolio a Serial Number and Validation Code must be obtained for the

computer on which the Advantage software will be installed In addition you

will need the Product Key that will unlock the ProfitStars software products

that your institution is currently licensed to install

Note There is no separate installation for PROFITstar Portfolio If this add-on

program has been purchased the institutionlsquos Product Key will unlock the

necessary functionality during the PROFITstar installation

You will be prompted for this information as necessary during the

installation process These codes may have been provided to you if you

received a 2011 edition CD If you do not have this institution-specific

information for the 2011 edition please contact your Client Services Analyst

at 800-356-9099


Page 6 of 31

4 Special Considerations ndash Server and Client on the Same Computer

If you will be working on a laptop that is occasionally disconnected from the

network then that computer will need to have the server components and the

program files for PROFITstar (and any related ProfitStars software products

that you intend to use) installed on it If the server componentsmdashADS and the

Profitstar Server with related configuration toolsmdashhave not already been

installed you will need to obtain a special Advantage Database Server single-

user Serial Number and Validation Code from your Client Services Analyst

5 Installation Rights

The person installing the database server service must have ―Administrator

rights

6 Server Components Installation (Steps 6 ndash 11)

The server components (ADS and the Profitstar Server) software must be

installed on the PC where the data resides It is possible to install them on

A ―true 32 or 64-bit server machine

A non-server machine that is commonly accessible to multiple users

A single userlsquos own machine

7 Installing from a CD

Insert the CD into your computerlsquos CD or DVD drive If autorun is enabled for

the drive the installation program will launch automatically


Page 7 of 31

If autorun is not enabled click the Windows Start menu and select Run

Enter Rsetupexe (where Rlsquo is the drive letter for your CD or DVD drive)

and click OK This opens the first page of the Profitstar Installer

To install the server components select the Install Profitstar Server

option

After each step click Next to continue

8 Defined Root Path

During this step of the installation process you are asked to specify a ―defined

root path for your ProfitStars dataset(s) If more than one dataset will reside

on the ―server machine select a path that will allow access to all of your

data If for example your datasets will be located under CPSData then

select CPSData as your defined root path

If you ever need to modify the defined root path go to Start gt All Programs

gt Profitstar Server 2011 gt Profitstar Server Configuration to open a tool that

lets you reselect the defined root path


Page 8 of 31

9 Advantage Database Service

If the data actually resides (or will reside) on the

current computer enter your ADS Serial

Number and Validation Code during this step

If you do not have this institution-specific

information for the 2011 edition please contact

your Client Services Analyst at 800-356-9099

Once you have a current set of installation

codes be sure to keep them in a safe place for

future reference You will need these codes if you

ever need to reinstall the software

Remember that a laptop that is occasionally disconnected from the network

will need a special ADS single-user Serial Number and Validation Code if the

server components and the client software are both installed on the same

machine

10 Install Profitstar Server

This step asks you to specify a path for the

Profitstar Server installation As with the prior

step you cannot install this software remotely

via a network or mapped drive

11 Server Components Installed

Following the installation of the Profitstar server

you will see a completion message Clicking the

Finish button returns you to the installerlsquos

Welcome screen

If you are currently installing to a ―server

machine where the data and the server

components are located and if PROFITstar and

its related software products will not be run from

this PC select Close to exit the installation

program

Note If your institution is also licensed for the Optimizer product you will

need to install Profitstar Web Services before closing the installerlsquos Welcome

screen (Step 12)

12 Install Profitstar Web Services for Optimizer

Clients who will be running both the Profitstar Server and ProfitStarslsquo

Optimizer product (see httpprofitstarscomproductsoptimizer) also need

to install Profitstar Web Servicesmdasha component that allows Optimizer users to

view PROFITstar and PROFITability data Click the Install Profitstar Web

Services for Optimizer link on the installerlsquos Welcome screen to do this

Complete Profitstar Web Services installation instructions can be found at

httpprofitstarhelpjackhenrycomdevProfitstar Web Services Installpdf

IT Note

If firewall software is used it

must be configured to allow

incoming connections on port

6262 using the UDP protocol

This port is used by the

Advantage Database Server

service to satisfy client requests

for data in the database used by

PROFITstar and its related

software products

IT Note

Incoming connections must

also be allowed on port

20925 using the TCP

protocol This port is used by

the Profitstar Server service

to manage client requests for

data in the database

Instructions explaining how to

allow communication through

Windows Firewall on Windows

Server 2008 are available at

httpprofitstarhelpjackhenry

comdevFirewall Considerationspdf


Page 9 of 31

13 Client Installation (Steps 13 ndash 15)

The client installation should be run when

You are currently installing to a ―server machine where the data and the

server components are located and PROFITstar and its related software

products will be run on this PC

You are installing the program files for PROFITstar andor its related

products on each PC that will be used to access the data

If you have completed the installation of the server components and have

been returned to the Welcome screen of the Profitstar Installer you will see

that the Install Profitstar Client option is still active Click this link if the

client files also need to be installed on the ―server machine

If you are installing the Profitstar Client on all the individual PCs that will be

used to access the data you can get to this screen by following the

instructions for installing from a CD (Step 7) or by copying the contents of the

CD to a network drive and then accessing the setupexe file from each

workstation (Make sure that the properties of the copied CD files are not set

to ―Read-only)


Page 10 of 31

14 Install Profitstar Client (1)

Remember that for all types of installations the person actually installing the

software must have ―Administrator rights

When this screen is displayed enter your institutionlsquos Product Key

This key controls which program files will be installed on the current

computer If you do not have this institution-specific information for the 2011

edition please contact your Client Services Analyst at 800-356-9099


The Destination Directory shown at the bottom of the screen can be

modified by clicking the Browse button and selecting a different folder

16 Copy Data

This step is only displayed when data is detected on the installation CD

Answer the copy data questionmdashYes or Nomdashto determine whether the data

files found on your installation media will be copied to your hard drive

If you choose to have the data copied verify that the Destination Directory

displayed is correct The data subfolders that will be created depending upon

the ProfitStars products purchased by the institution are PS PA Common

andor PMData

If the data will be shared on a network the data only needs to be copied

oncemdashduring the installation on the network server PC (The server

components must also be installed on this computer) While the Profitstar

Client files do need to be installed on each PC that will be used to run

ProfitStarslsquo software you can select No when the Copy Data step is

presented during each subsequent installation

17 Network Installation

If the institutionlsquos data is shared by multiple users on a network be sure to

repeat Steps 12 ndash 14 on each additional PC used to run the software


Page 11 of 31

18 Create Shortcuts

While you can go to the Windows Start menu and select All Programs gt

Profitstar 2011 to launch ProfitStarslsquo software programs you can also use

shortcuts on your desktop

Unless your data is on your local drive when specifying the path to your data

it is preferable to use the full UNC (Universal Naming Convention) path in

your shortcut Refer to Appendix A for details

19 PSData Folder Permissions

Before PROFITstarPROFITabilityPortfolio users attempt to run the software

the Share and Security permissions for both the users and the local SYSTEM

accountmdashon the ―server machine where the server components (ADS and

Profitstar Server) residemdashmust be set to FULL CONTROL These permissions

need to be set at the root data directory level (CPSData by default) the

nested subdirectories (PS PA Common and PMData) and at any Windows

share name established for the root data directory

IT personnel must set these permissions from the server

20 Post-Installation Issues

Additional technical informationmdashsuch as required permissions firewall

settings and interaction with active antivirus scanning softwaremdashcan be

obtained either from the 2011 Installation section of our Web-based FAQs


or from our IT-related resources available at

httpsforclientsjackhenrycomProductsAndServicesPROFITstarPROFITabilit

yCUPROReferenceInformationPagesITResourcesaspx

Links to individual papers of interest can be found in Appendix B


Page 12 of 31

Updating your Existing Software and Data to the 2011 edition

It is possible for clients running any version of 2007a or later to move up to the

newest version of the 2011 edition Visit our ReleaseUpgrades page in the For

Clients portal for important information about the 2011 release and instructions for

downloading the necessary files

To upgrade to the 2011 edition from a CD or downloaded files perform the following

steps

1 Introduction



software

When you are running 2007a or later only the PROFITstar Server file needs

to be installed since it contains the necessary files for both the server and

client applications When each user attempts to log in following the server

installation they will be prompted to automatically update their client


2 Verify the 2011 System Requirements


software will be installed meet these requirements The system requirements

can be found in the System Requirements for the 2011 edition paper

3 Back Up your Data

Before installing an update make sure that you have a current and complete

backup of all of your models and organizationsmdasheither a network backup or

backups created with the backup utilities that exist within each program

(PROFITstarPROFITability and PROFITstar Portfolio)










Page 13 of 31

5 Obtain the Necessary Program Files

For the 2011 edition two downloadable files (eg 2011a76

ProfitstarServerexe and 2011a76 ProfitstarClientexe) are available that will

install everything you need to run the software products for which your

institution is currently licensed (Additional files are available for the

PROFITstar Budget Manager Client and Server)

Visit our ReleaseUpgrades page in the For Clients portal for important

information about the 2011 release and instructions for downloading the

necessary files

Note When you download an update from our website and you are given the

option to Run or Save the filemdashbe sure to choose to Save it The resulting

executable file can be launched after the download is complete


Remember that the person installing the server components must have

―Administrator rights


If PROFITstar andor its related software products is used by multiple users

on a network make sure that everyone is out of the program before

beginning the installation process






8 Installation Wizard ndash From a CD


the drive the installation program will launch automatically If autorun is not

enabled click the Windows Start menu and select Run Enter Rsetupexe

(where Rlsquo is the drive letter for your CD or DVD drive) and click OK


Page 14 of 31

This opens the first page of the Profitstar Installer


option


9 Installation Wizard ndash From a Downloaded File

If the installation file was obtained from our website there are several ways

to open it

Select the appropriate command (Run or Open) when each download is

complete

Browse to the downloaded file (eg 2011a76 ProfitstarServerexe) and

double-click it

Click the Windows Start menu and select Run Then browse to the

appropriate downloaded file and click OK

When the installation program is launched this way the Defined Root Path

page is displayed After each step click Next to continue


Page 15 of 31

10 Defined Root Path

During this step of the installation process you are asked to specify a

―defined root path for your ProfitStars dataset(s) If more than one dataset

will reside on the ―server machine select a path that will allow access to all

of your data If for example your datasets will be located under CPSData

then select that as your defined root path





If the Installation Wizard detects that the

Advantage Database service (version 80) is

installed this step will ask you to specify where the

new service (version 81) should be installed It will

not be necessary to enter your ADS Serial

Number and Validation Code

Note If the Installation Wizard detects that

Advantage Database service version 81 is already

installed this step will be skipped

Remember that a laptop that is occasionally

disconnected from the network will need a special

ADS single-user Serial Number and Validation

Code if the server components and the client software are both installed on

the same machine



Profitstar Server installation As with the prior step

you cannot install this software remotely via a

network or mapped drive



you will see a completion message If you are

installing from a CD clicking the Finish button

returns you to the installerlsquos Welcome screen If

you are currently installing to a ―server machine

where the data and the server components are

located and if PROFITstar and its related software

products will not be run from this PC select Close

to exit the installation program

If you are installing from the downloaded Profitstar

Server file clicking the Finish button exits the

program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31




server components are located and if PROFITstar and its related software




If you have just completed the installation of the server components from a

CD and you have been returned to the Welcome screen of the Profitstar

Installer you will see that the Install Profitstar Client option is still active

Click this link if the client files also need to be installed on the ―server

machine






to ―Read-only)

Note Keep in mind that if you have been running version 2007a or later it

is only necessary to install the Profitstar Server file since it contains the

necessary files for both the server and client applications When each user

subsequently attempts to log in following the server installation they will be

prompted to automatically update their client application without having to

download or find the appropriate Profitstar Client file


Page 17 of 31




In 2011a when upgrading our programs you are no longer required to enter

a product key on machines where successfully installed previous versions of

the programs exist Product keys will still be necessary however for initial

installations or if you are installing on a new PC

When upgrading the Profitstar Client if existing and authorized products are

detected on the PC these will be shown in the installer

A new key is required if you are installing an additional product (PROFITstar

Portfolio for example) or moving to a new configuration of products (such as

changing from PROFITstar only to Profitstar Suite) If no products are

detected on the machine then the Enter a new product keyhellip option will be

the only choice displayed on this page of the Profitstar Client Installer and a

valid key must be provided for the version you are installing








Page 18 of 31










19 Converting your Existing Data

When you launch PROFITstar PROFITability Profitstar Suite andor

PROFITstar Portfolio the program always checks to see if the data needs to

be converted The first time the 2011 edition is opened by any user a

message will be displayed that the database is out of date If the user

proceeds the conversion program will create an automatic backup of the data

and will update the data tables as necessary

20 Update your Shortcuts

You will need to modify the properties of your PROFITstar PROFITability or

PROFITstar Portfolio shortcuts before they can be used to open the 2011

versions of these programs














Page 19 of 31

Installing ProfitStars programs on a New PC

For instructions focusing specifically on moving PROFITstar to a new server refer

to this resource

httpprofitstarhelpjackhenrycomdevMoving_PROFITstar_to_a_New_Serverp

df

To install PROFITstar PROFITability Profitstar Suite andor PROFITstar Portfolio

on a new PC perform the steps listed below




The system requirements can be found in the System Requirements for the

2011 edition paper located at


2 Back Up your Data

If the new PC is the one that will house your data then you will want to

create Full backups of your data (PROFITstarPROFITability and PROFITstar

Portfolio) using the Backup utility found under the File menu The

compressed file(s) created during this step should be located where it can be

accessed by the new PC The file(s) will be restored as part of Step 17


If the data and the Advantage Database service are being installed on a new

PC then a Serial Number and Validation Code must be obtained for the





installation process If you do not have this institution-specific information for

the 2011 edition please contact your Client Services Analyst at 800-356-

9099










Page 20 of 31


hellipfrom a CD

If you still have a 2011 edition installation CD you can use this media to

install the necessary program files on the new PC After installing from the

CD you can keep your program files up to date by downloading the latest

versions from our website

hellipfrom the For Clients portal







information about the 2011 release and instructions concerning how to

obtain the necessary files from JHA Downloads





















This opens the first page of the Profitstar Installer To install the server

components select the Install Profitstar Server option



Page 21 of 31


If the installation file was obtained from the For Clients portal there are

several ways to open it


complete


double-click it















If the ProfitStars data actually resides (or will

reside) on the current computer enter your ADS

Serial Number and Validation Code during

this step If you do not have this institution-

specific information for the 2011 edition please

contact your Client Services Analyst at 800-356-

9099 Once you have a current set of installation





disconnected from the network will need a

special ADS single-user Serial Number and

Validation Code if the server components and the client software are both

installed on the same machine

IT Note










software products


Page 22 of 31




step you cannot install this software remotely via

a network or mapped drive



you will see a completion message If you are installing from a CD clicking

the Finish button returns you to the installerlsquos Welcome screen If

PROFITstar and its related software products will not be run from this PC

select Close to exit the installation program

If you are installing from the downloaded Profitstar Server file clicking the

Finish button exits the program










Installer you will see that the only option remaining is Install Profitstar

Client Click this link if the client files also need to be installed on the ―server

machine






to ―Read-only)

Note Keep in mind that it is only necessary to install the Profitstar Server

file since it contains the necessary files for both the server and client

applications When each user subsequently attempts to log in following the


application without having to download or find the appropriate Profitstar

Client file

IT Note

Incoming connections must also

be allowed on port 20925 using

the TCP protocol This port is

used by the Profitstar Server

service to manage client requests

for data in the database


Page 23 of 31




When this screen is displayed enter your institutionlsquos Product Key This key

controls which program files will be installed on the current computer If you

do not have this institution-specific information for the 2011 edition please

contact your Client Services Analyst at 800-356-9099




17 Associating the Program Files and the Data

If you will be running your data locally on the new PC you will need to

restore the backup you made in Step 2 of this process The Restore function

can be launched from outside the PROFITstar or PROFITability programs In

Windows XP go to the Start menu and select All Programs gt Profitstar 2011

gt Restore In addition this application can be run by double-clicking the

Restoreexe file in the Profitstar 2011 program files directory The Restore

process will prompt you to identify the backup that was recently created as

well as the location to which the files will be restored

Whether a backup is restored to the local hard drive or to a network drive

you have several ways of telling the program files where to find the data

hellipWindows shortcut




hellipPSini file settings

Another alternative is to modify the PSini file For a Profitstar Suite client

running on Vista or Windows 7 the default location for this file is

CProgramDataProfitstarPS Suite2011 For a Windows XP user the default

location for the PSini file is CDocuments and SettingsAll UsersApplication

DataProfitstarPS Suite2011

By default the [Directories] section of the PSini file stores the RootPath

parameter which identifies the root data directory location The [Profitstar]

and [Profitability] sections store the DataPath parameters that keep track of

where the data is for that product

As with Windows shortcuts when specifying the path to your data it is

preferable to use the full UNC (Universal Naming Convention) path in your

PSini file Refer to Appendix A for details


Page 24 of 31

Using the sample UNC path from Appendix A the INI file settings for the

Profitstar Suite would look like this

Profitstar Suite

[Directories]

RootPath=OnesrvPublicPSData

[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common

Once the parameters are specified in the PSini file PROFITstar or

PROFITability shortcuts do not need to reference the data path in order to be

able to launch the program

If the path to the data is not specified in either the shortcut or the INI file the

system assumes that the data is located with the program filesmdashwhich should

not be the case




obtained either from the 2011 Installation section of our web-based FAQs







Page 25 of 31

Converting PROFITstar Portfolio Data

When you launch PROFITstar Portfolio the program will check to see if the data

needs to be converted The first time the 2011 edition is opened by any user a

message will be displayed to let you know that the database is out of date If you

proceed the conversion program converts the data in each model

Note Before attempting to work in or download to PROFITstar or PROFITstar

Portfolio make sure that both sets of data have been converted to the same

version of 2011

Linking PROFITstar Portfolio and PROFITstar Data

While not technically part of the installation process it is important to remember

that PROFITstar Portfolio data cannot be used with the corresponding set of

PROFITstar data until you link the two

When PROFITstar Portfolio and PROFITstar are both installed launch PROFITstar

Portfolio (Start gt All Programs gt Profitstar 2011 gt PROFITstar Portfolio gt

Profitstar Portfolio) and then open the PROFITstar Data Link Setup box (Setup

gt Profitstar Data Link)

To create a data link click the Add Data Link button and

Click in the first column of the new row if you need to change the path to your

PROFITstar Portfolio data You can either key in the desired path or click the

button to open a box from which you can browse to the data location

Click the second column to specify a path to your PROFITstar data

Unless both sets of data reside on your local drive it is preferable to use full UNC

(Universal Naming Convention) paths when specifying the location of your

PROFITstar Portfolio and PROFITstar data in the PROFITstar Data Link Setup

dialog Refer to Appendix A for more information about UNC paths

After clicking off the active cell (or pressing the Enter key) the View Settings link

will be either blue or red Blue indicates that you are connected to valid data If it is

red either the PROFITstar Portfolio or the PROFITstar data path is invalid Clicking

the red View Settings link will display a message that will tell you which data path is

incorrect

When PROFITstar Portfolio and PROFITstar are properly linked a PROFITstar

Portfolio speedbutton will appear in the PROFITstar toolbar the next time

PROFITstar is opened and the two programs will be able to exchange information

Note The name of the PROFITstar Portfolio data directory can be user defined

The data does not have to reside in a folder called ―PMData


Page 26 of 31

Installing the PROFITstar Budget Manager Server and Client

Software

To install the PROFITstar Budget Manager perform the following steps


(Budget Administrator andor Network Administrator)


PROFITstar Budget Manager software will be installed meet these

requirements

These system requirements can be found at

httpprofitstarhelpjackhenrycomdevBudManSysReqpdf

2 Install the Budget Manager Server Software

(Network Administrator)

Like PROFITstar and PROFITability Budget Manager

uses clientserver architecture

The Budget Manager Server software is a Windows

service that must be installed on one computer in your

enterprise and then listens over TCPIP It does not

have to reside on a true network servermdashit will run

equally well on desktop operating systems However it

may be best to install it on a server simply because

servers typically have their data backed up regularly

The Budget Manager Server software should be installed on a single computer

on your network It is not necessary nor is it recommended to install it on

multiple computers

hellipinstalling from a CD

After selecting the computer that will act as the Budget Manager server

insert the installation CD into the computerlsquos CD or DVD drive Click the

Windows Start menu and select Run Browse to the location of the Budget

Manager Server setupexe file on the installation CD and click Open and

then OK

IT Note

The server runs on TCP

port 20563 so if you

have internal firewalls

you will have to allow

traffic on this port to

pass through


Page 27 of 31

hellipinstalling from a downloaded file

There are several ways to launch an update file obtained from the For Clients

portal

Select the appropriate command (Run or Open) when the download is

complete

Browse to the downloaded file (eg 2011a76 BudgetManagerServerexe)

and double-click it

Click the Windows Start menu and select Run Browse to the downloaded

file and click Open and then OK

Follow the installation prompts Then after the installation is completed you

will be asked to create an administrative user on the server This can be the

same user ID and password that you use within PROFITstar or PROFITability

but it does not have to be Follow the prompts to create this first user

account

3 Set Up the Server for Backups (optional but recommended)


As with PROFITstar and PROFITability we strongly recommend that you

regularly back up the machine on which the Budget Manager service is

installed Unlike PROFITstar or PROFITability Budget Manager chooses its

own data directory It is a good idea to make sure that your scheduled

backups are set to include the Budget Manager files

The Budget Manager Server stores its data files under the Common

Application Data folder Under a typical installation the folder used to store

Budget Manager data will be

CDocuments and SettingsAll UsersApplication DataProfitstarBudgetManagerServerData

It is possible to move or rename the Budget Manager data folder Instructions

for performing this task can be found at

httpprofitstarhelpjackhenrycomdevMoving-Renaming-Budget-Manager-

Datapdf

4 Install the Latest Version of PROFITstarPROFITability


Your branch or department managers will use the Budget Manager Client to

edit their budgets While these ―budgeteers are connected to PROFITstar or

PROFITability via the Budget Manager Server they do not actually need to

have PROFITstar or PROFITability installed at their locations in order to

perform their budgeting tasks


Page 28 of 31

The budget administrator however does need to have direct access to all of

the programsmdashPROFITstar or PROFITability the Budget Manager Server and

the Budget Manager Client Moreover because of the close integration

between the products the budget administrator should make sure that the

most current versions of the products are being run

5 Export Organization Data from PROFITstarPROFITability to the Budget

Manager Server

(Budget Administrator)

Once you have the latest version of PROFITstar andor PROFITability installed

you can use it to export data to the Budget Manager Server This tells the

server which organizations you want to enable for distributed budgeting and

which accounts you want budgeted

Launch the Budget Manager Administration screen by selecting Tools gt

Budget Manager from PROFITstar or PROFITabilitylsquos main menu Add a new

budget year and export the accounts for the organizations that you want

your users to be able to budget

6 Create User Accounts on the Budget Manager Server


User management is only available from the Budget Manager Administration

screen

7 Install the Budget Manager Client Software

(Budgeteers and Budget Administrator)

When Budget Manager is being installed for the first time the Budget

Manager Client software needs to be installed at each budgeteer location It is

recommended (though not required) that the budget administrator also install

the Budget Manager Client software so that budgets can be viewed and edited

without having to first import the data into PROFITstar or PROFITability


To install the client software insert the PROFITstar Budget Manager Client CD

into your computerlsquos CD or DVD drive Click the Windows Start menu and

select Run Browse to the location of the Budget Manager Client setupexe

file on the installation CD and click Open and then OK


Page 29 of 31

hellip installing from a downloaded file


portal


complete

Browse to the downloaded file (eg 2011a76 BudgetManagerClientexe)

and double-click it



Follow the installation prompts After these steps are completed your users

will be ready to edit their budgets in Budget Manager

Note If you are currently running PROFITstar Budget Manager 2007a or

later it is only necessary to install the Budget Manager Server file since it

contains the necessary files for both the server and client applications When

this is done each budgeteer will automatically be prompted to run the

PROFITstar Budget Manager Client installation the first time they log into the

Budget Manager servermdashwithout having to download the client installation

file


Page 30 of 31

Appendix A ndash Using UNC Paths When specifying a path to the data it is preferable to use full UNC (Universal

Naming Convention) paths for your shortcuts in your PSini file and in the Data

Link to PS dialog in PROFITstar Portfolio PROFITstar users are encouraged to

involve their IT staff in this process

UNC paths use the server nameshare point format To determine what the

UNC path is for a particular drive open Windows Explorer and look at the drive

letter For example here is what one user sees for the F drive

The server name is always marked with single quotes So in this example

Onesrv is the server name and Public is the share point

If a userlsquos data was located at

FPSDataCommon

The UNC path would be

OnesrvPublicPSDataCommon

When used in shortcut the shortcut Target might look like this

ldquoCProgram FilesProfitstar 2011PSexerdquo OnesrvPublicPSDataCommon

To use a path like this in a shortcut right-click the desktop and select New gt

Shortcut First browse to the location of the program files Then add the UNC

path to the appropriate data subdirectory to the right of the program files path

separated by a space (as in the above example) Click Next Provide a name for

the shortcut and click Finish

For institutions with multiple computers running PROFITstar PROFITability

andor PROFITstar Portfolio shortcuts can be emailed or coped to removable

media and then reused on each PCmdashas long as the program files are always

stored in the same location Select the Desktop folder in Windows Explorer and

copy the appropriate shortcut file(s)


Page 31 of 31

Appendix B ndash Related Links System requirements for PROFITstar PROFITability Profitstar Suite and

PROFITstar Portfolio


System requirements for PROFITstar Budget Manager


Instructions for installing Profitstar Web Services for Optimizer


Antivirus recommendations

httpprofitstarhelpjackhenrycomdevAntivirusRecommendationspdf

These and other IT resources can be found at

httpsforclientsjackhenrycomProductsAndServicesPROFITstarPROFITabilityCUPR

OReferenceInformationPagesITResourcesaspx


Page 2 of 31

Important Considerations

Prior to installing any of these products you and your network administrator are

strongly encouraged to review these instructions and the other resources listed in

Appendix B which provide the system and hardware requirements and antivirus

scanning suggestions

In addition before attempting to install our products it is important to be aware of

the following key points

General

If you are a current PROFITstar client you need to have version 2007a or

later installed in order to upgrade to the 2011 edition Data older than 2007a

must be incrementally upgradedmdashfirst to a version such as 2009 and then to

2011 Visit our ReleaseUpgrades page in the For Clients portal for

important information about the 2009 2010 and 2011 releases as well as for downloading instructions for the files

Windowsreg 2000 is no longer a supported operating system for the PROFITstar

family of products A complete list of the 2011 System Requirements can be

found at httpprofitstarhelpjackhenrycomdevSysReqpdf

If Microsoftreg NET Framework version 35 Service Pack 1 files are not

detected on a machine being targeted by the installation the program will attempt to download the necessary files from Microsoftlsquos website

If any of these ―server or ―client machines do not allow a connection to the

Internet the NET Framework files will need to be downloaded on another PC and then manually installed on the appropriate machine(s)

The NET Framework files are available on the Microsoft website and can be

downloaded using the following link

httpwwwmicrosoftcomdownloadsdetailsaspxdisplaylang=enampFamilyID

=ab99342f-5d1a-413d-8319-81da479ab0d7

Since the installation programs for the PROFITstar Server PROFITstar Client

and PROFITstar Budget Manager Server perform admin functions it is required that the person installing the software have ―Administrator rights

In the Vista and Windows 7 operating systems the person installing the

software will be prompted to log in with Administrator credentials if

necessary In Windows XP the following message box will be displayed if the person performing the installation lacks the necessary permissions


Page 3 of 31

















Page 4 of 31























Other






Page 5 of 31




steps

1 Introduction



software




























at 800-356-9099


Page 6 of 31











rights











Page 7 of 31





option


8 Defined Root Path










Page 8 of 31















machine










Welcome screen






program



screen (Step 12)









IT Note










software products

IT Note



20925 using the TCP












Page 9 of 31

















to ―Read-only)


Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 3 of 31

















Page 4 of 31























Other






Page 5 of 31




steps

1 Introduction



software




























at 800-356-9099


Page 6 of 31











rights











Page 7 of 31





option


8 Defined Root Path










Page 8 of 31















machine










Welcome screen






program



screen (Step 12)









IT Note










software products

IT Note



20925 using the TCP












Page 9 of 31

















to ―Read-only)


Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 4 of 31























Other






Page 5 of 31




steps

1 Introduction



software




























at 800-356-9099


Page 6 of 31











rights











Page 7 of 31





option


8 Defined Root Path










Page 8 of 31















machine










Welcome screen






program



screen (Step 12)









IT Note










software products

IT Note



20925 using the TCP












Page 9 of 31

















to ―Read-only)


Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 5 of 31




steps

1 Introduction



software




























at 800-356-9099


Page 6 of 31











rights











Page 7 of 31





option


8 Defined Root Path










Page 8 of 31















machine










Welcome screen






program



screen (Step 12)









IT Note










software products

IT Note



20925 using the TCP












Page 9 of 31

















to ―Read-only)


Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 6 of 31











rights











Page 7 of 31





option


8 Defined Root Path










Page 8 of 31















machine










Welcome screen






program



screen (Step 12)









IT Note










software products

IT Note



20925 using the TCP












Page 9 of 31

















to ―Read-only)


Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 7 of 31





option


8 Defined Root Path










Page 8 of 31















machine










Welcome screen






program



screen (Step 12)









IT Note










software products

IT Note



20925 using the TCP












Page 9 of 31

















to ―Read-only)


Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 8 of 31















machine










Welcome screen






program



screen (Step 12)









IT Note










software products

IT Note



20925 using the TCP












Page 9 of 31

















to ―Read-only)


Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 9 of 31

















to ―Read-only)


Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 10 of 31











16 Copy Data







andor PMData











Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 11 of 31

18 Create Shortcuts


























Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 12 of 31







steps

1 Introduction



software










3 Back Up your Data














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 13 of 31









necessary files






















Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 14 of 31



option




to open it


complete


double-click it






Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 15 of 31
























the same machine


















program

IT Note










software products

IT Note



20925 using the TCP












Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 16 of 31












machine






to ―Read-only)








Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 17 of 31























Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 18 of 31


































Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 19 of 31



to this resource


df









2 Back Up your Data















9099










Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 20 of 31


hellipfrom a CD






































Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 21 of 31





complete


double-click it






























IT Note










software products


Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 22 of 31

























machine






to ―Read-only)






Client file

IT Note








Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 23 of 31








































Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 24 of 31



Profitstar Suite

[Directories]


[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common






not be the case











Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 25 of 31








version of 2011






















incorrect







Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 26 of 31


Software






requirements
















multiple computers






then OK

IT Note






pass through


Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 27 of 31



portal


complete


and double-click it







account















Datapdf









Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 28 of 31







Manager Server













screen














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 29 of 31



portal


complete


and double-click it











file


Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 30 of 31











FPSDataCommon
















Page 31 of 31














Page 31 of 31











