a guide for IT personnel€¦ · However, support for performing database server administration tasks and troubleshooting database server problems is not covered in Annual Software

Installing ResultsPlus 10 a guide for IT personnel

Information in this document is subject to change without notice and does not represent a commitment on the part of Metafile Information Systems, Inc. The software and/or databases described in this document are furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specifically allowed in the license or nondisclosure agreement. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, or information storage and retrieval systems, for any purpose without the express written permission of Metafile.

© 2009 by Metafile Information Systems, Inc. All rights reserved. Printed in the United States of America. Metafile and the Metafile logo are registered trademarks, and ResultsPlus is a trademark of Metafile Information Systems, Inc. WordPerfect is a registered trademarks of Corel Corporation Limited.

Crystal Reports is a registered trademark of SAP AG in Germany and in several other countries.

IBM and PS/2 are registered trademarks of IBM Corporation.

QuickBooks is a registered trademark of Intuit, Inc.

Microsoft and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries.

SQL Anywhere is a registered trademark of Sybase, Inc. or its subsidiaries.

All other trademarks are the property of their respective owners.

Installing ResultsPlus Version 10

A Guide for IT Personnel

Contents

Contents

1 Before You Start ......................................................................................................................... 1 Understanding ResultsPlus Installation ........................................................................................ 1

Overview ................................................................................................................................ 1 Pre-Install Checklist ..................................................................................................................... 2 What’s Next? ................................................................................................................................ 2

2 Requirements ........................................................................................................................... 3 Understanding ResultsPlus Databases ........................................................................................ 3

Database Server Administration ............................................................................................. 3 Database Server Requirements ................................................................................................... 3

For Microsoft SQL Server ....................................................................................................... 3 For Sybase SQL Anywhere .................................................................................................... 4 Microsoft JET ......................................................................................................................... 4

File Server Requirements ............................................................................................................ 4 Workstation Requirements ........................................................................................................... 5 Requirements for Related Products ............................................................................................. 6

Word Processing Software ..................................................................................................... 6 Report Writer .......................................................................................................................... 6 Other Software Programs ....................................................................................................... 6

Enabling User Access on a Network ............................................................................................ 7 Authentication and Microsoft SQL Server............................................................................... 7

Enabling Mail Merge with Microsoft Word .................................................................................... 8

3 Installing a Single-User System ................................................................................................. 9 Installing the ResultsPlus Program .............................................................................................. 9 Installing SQL Server 2005 Express .......................................................................................... 10 Logging onto ResultsPlus .......................................................................................................... 10

4 Installing on a Network ............................................................................................................. 11 Installing ResultsPlus on a Network Server ............................................................................... 11 Installing the Database Server and Attaching the ResultsPlus Database .................................. 12 Installing ResultsPlus on User Workstations .............................................................................. 13

5 Installing the License Key ........................................................................................................ 15 Requesting a License Key from the Support Site ....................................................................... 16 Setting Up a User Account ......................................................................................................... 16

iv

Installing ResultsPlus 10

6 Installing SQL Server ................................................................................................................ 17 Diagnosing Connection Problems .............................................................................................. 24

7 Installing SQL Anywhere ........................................................................................................... 25 Renaming the SQL Anywhere Database ................................................................................... 27 Configuring the SQL Anywhere Database ................................................................................. 27 Diagnosing Connection Problems .............................................................................................. 28

8 Installing Upgrades ................................................................................................................... 29 Upgrading from Version 9.x to 10.0 ............................................................................................ 29

Upgrading your Database..................................................................................................... 30 Upgrading Workstations on a Network ................................................................................. 31 Installing the New License Key ............................................................................................. 32

Upgrading from Microsoft JET to an SQL Database .................................................................. 32 Upgrading from a Single-User to a Multiple-User Version of ResultsPlus .................................. 32

9 Applying Revisions ................................................................................................................... 33 Applying Revisions to Workstations ........................................................................................... 35

10 Updating Zip Code Data .......................................................................................................... 37

Index ....................................................................................................................................... 39

Chapter 1. Before You Start

1 Before You Start

Understanding ResultsPlus Installation There are three components to a ResultsPlus system:

A set of shared files containing things like mail merge letters, templates, and help files. You will install these in a location which will be known as the Primary Directory on your local workstation (in a single-user install) or on a network (in a multi-user network install).

The ResultsPlus program files. You will install these in a location which will be known as the Program Directory on your local workstation (in a single-user install) or on individual workstations (in a multi-user network install).

The database server, which manages all of the ResultsPlus data. You will install this on your local workstation (in a single-user install) or on a network (in a multi-user network install).

In any installation, you need all three components. However, in a single-user install, ResultsPlus takes care of loading both the Primary and Program directories in one step, making things easier.

Overview When you install ResultsPlus, you’ll do the following:

1. Run a Single-User or Network Master install. This will load the shared files and establish the location of your Primary Directory. (In a single-user install, this will also take care of the program files and establish the location of your Program Directory.)

2. Install one of the supported database programs. In a single-user install, you’ll install Microsoft® SQL Server® 2005 Express (which is free!). In network installs, you can choose between Microsoft SQL Server 2005 Express, another supported version of Microsoft SQL Server, or Sybase® SQL Anywhere®.

3. If you’re doing a multi-user network install, install the ResultsPlus program files on individual workstations. You’ll need to install the ResultsPlus program on every workstation from which you want to run ResultsPlus. The location into which you install these files will establish the location of each workstation’s Program Directory.

4. Install your license key.

2


Pre-Install Checklist To ensure a successful install process, please do the following before going any further:

Make sure you’ve met the software and hardware requirements for the database you have chosen and the products you will be using. This may include:

o An email client (such as Microsoft Outlook) if you are going to be emailing constituents. o A barcode reader and font if you will be using barcodes on your mailings. o Fax software (if you will be sending faxes to constituents).

Requirements for each of these components are listed in Chapter 2, “Requirements”, starting on page 3.

Make sure you have at least 140 MB of hard drive space or network drive space available to complete the full installation. Additional hard drive space is required for the database, your word processing software (Word or WordPerfect®, and Crystal Reports® (if you install it).

Make sure you have the rights to install software on workstations as an Administrator. You’ll need this right on each workstation because ResultsPlus modifies the registry during installation.

If you’re installing ResultsPlus on a network for multiple users:

o Have a plan for where you will store the shared files (such as mail merge documents). This will become the location of the Primary Directory.

o Depending on which database you’re using, read either “Installing SQL Server” on page 17 or “Installing SQL Anywhere” on page 25.

o Plan to install ResultsPlus on each workstation, after completing the network and database installs.

Be prepared to provide the following information during the actual install:

o The type of installation: Single User, Network Master, or Workstation

o The location (drive letter and path) into which you want to install ResultsPlus. If you are installing a single-user system, Metafile recommends you take the defaults. This will make your install run more smoothly and make problem determination easier.

What’s Next? Once you have installed ResultsPlus, follow the directions in Setting Up ResultsPlus 10: A Guide for System Administrators in your Welcome package. (You will also find this book in PDF format in the integrated help system.)

Chapter 2. Requirements

2 Requirements

Understanding ResultsPlus Databases ResultsPlus runs on three different database platforms: Microsoft SQL Server®, Sybase® SQL Anywhere®, and Microsoft® JET (legacy customers only),

It is your responsibility to install, set up, and configure the database you choose. For information on installing ResultsPlus for a Microsoft SQL Server database, see “Installing SQL Server” on page 16. For information on installing ResultsPlus for a Sybase SQL Anywhere database, see “Installing SQL Anywhere” on page 25. If you are interested in migrating from an existing Microsoft Jet database to one of these SQL databases, contact Metafile Customer Support.

Important! The ResultsPlus database is designed to be opened only from the ResultsPlus application. Do not open your ResultsPlus database from other applications, including Microsoft Access. Doing so may create database corruption problems that neither you nor Metafile can repair.

Database Server Administration Metafile makes every effort to provide up-to-date information on the use of SQL Server and SQL Anywhere with ResultsPlus. However, support for performing database server administration tasks and troubleshooting database server problems is not covered in Annual Software Support. Depending on the needs of your organization you may want to consider one of the following:

Having your ResultsPlus system administrator become certified as a Database Administrator (DBA) for the database you are using.

Using ResultsPlus Extended Support Services for “first tier” database server administration support. This service is charged on an hourly basis. Contact Metafile Customer Support for more information on this option.

Database Server Requirements The database server is the machine on which the database will be stored. (It may or may not be the same machine on which the shared files are stored in the Primary Directory).

For Microsoft SQL Server Version Microsoft SQL Server 2000, 2005, 2005 Express, or 2008

Operating System and Network Windows Server 2008.

Microsoft Windows® 2000, Windows Server 2003, Windows NT, or

4


ending on database size.

r

base plus room for database growth available.

For Sybase SQL AnyQL Anywhere 9, 10, or 11

g System T®, Windows Server 2003,

Locks

Memory

r

base plus room for database growth available.

Microsoft JET pports Microsoft JET 4.0 (deprecated) for legacy systems only (customers who

File Server Requirements hared files are stored in the Primary Directory.

ire at least 512 MB (1 GB

Processor entium strongly recommended).

Memory Varies significantly dep

Processo Pentium or better.

Storage The size of the dataThe TEMP directory on the database server must have enough space to hold at least the size of the database for reporting purposes.

where Version Sybase S

Operatinand Network

Microsoft Windows 2000, Windows NWindows Server 2008, Novell, UNIX®, or Linux® based.

Novell Network Servers must have the “Maximum RecordPer Connection/Node” set to 10,000. If this setting is incorrect, it may cause the server to abend during periods of high activity.

Varies significantly depending on database size.


Storage The size of the dataThe TEMP directory on the database server must have enough space to hold at least the size of the database for reporting purposes.

ResultsPlus 10.0 supurchased an earlier version of ResultsPlus and are still using the JET database).

The file server is the machine on which the s

Operating System Microsoft Windows 2000, 2003, or 2008

Memory Most server-based database systems requor more preferred)

Intel 486 or greater (P

Storage For the network directory: Minimum 200 MB. Metafile recommends an additional 20 MB to allow for customer-written reports and word processing documents.

5


Workstation Reer workstation, as well as all user workstations in a m files are stored in the Program Directory.

ord oftware, Crystal Reports, and so on).

r

Monitor Super VGA, 1024 x 768, 256 colors or better.

Mouse Microsoft or IBM®-compatible PS/2® mouse.

Other hardware • CD-ROM drive (required to install the ResultsPlus application).

28.8 KB or faster modem is highly recommended for accessing

revisions are distributed.

Storage

quirements The following requirements apply to a single-usmulti-user network install. This is where progra

Operating System Windows 2000 Professional, Windows XP, Windows Vista, or Windows 7.

Memory Minimum 128 MB plus additional space for other applications (wprocessing s


•the Metafile Support Web site from which ResultsPlus

Minimum 100 MB.

Note: When evaluating how much memory and hard drive space ltsPlus, you need to consider all of the other

software that will be loaded on your computer and the resources l

ry

you need to run Resu

the other software will use. Although ResultsPlus runs with severadifferent versions of Crystal Reports, Microsoft Word, and Corel WordPerfect, the more recent releases tend to have higher memoand hard drive space requirements.

6


Requirements for Related Products

Word Processing Software To create or modify mail merge documents, you need word processing software. You can merge ResultsPlus data into either Microsoft Word or Corel WordPerfect documents. For the latest information on system requirements for Microsoft Office, contact Microsoft Corporation. For the latest information on system requirements for WordPerfect, contact Corel Corporation Limited.

ResultsPlus 10.0 supports the following word processing software:

Microsoft Office XP (2002) Microsoft Office 2003 Microsoft Office 2007 Corel WordPerfect 12 Corel WordPerfect X3 (13) Corel WordPerfect X4 (14)

Report Writer The standard reports provided with ResultsPlus were created with SAP BusinessObjects Crystal Reports. If you want to modify these reports or create your own reports, you can purchase this product from SAP AG or other resources. For more information see:

http://www.sap.com/usa/solutions/sapbusinessobjects/sme/reporting/index.epx

Important! Although you can create and modify reports in any version of Crystal Reports, you must have Crystal Reports Version 10 or higher to modify ResultsPlus standard reports.

ResultsPlus 10.0 supports the following report writer software:

BusinessObjects Crystal Reports 10.0 BusinessObjects Crystal Reports XI BusinessObjects Crystal Reports 2008

Other Software Programs There are several features of ResultsPlus that you may use with other software programs. These include sending email, sending faxes, reading and printing barcodes, and running National Change of Address (NCOA) import and export.

Barcode Reading and Printing Hand-held USB Scanner (not a flatbed scanner)

Barcode font readable by the USB Scanner

http://www.sap.com/usa/solutions/sapbusinessobjects/sme/reporting/index.epx

7


Broadcast Fax RightFax™ Version 7 or higher.

If using Microsoft Office XP, you must have SP1 or later. (This addresses a product defect with macros in Microsoft Word, enabling you to print to fax from the Preview window of mail merge.)

A “No Pop Up” RightFax printer.

For information on setting up broadcast fax, see Setting Up ResultsPlus 10.

Microsoft Outlook Synchronization Module A license for the Microsoft Outlook Synchronization Add-on

Microsoft Office XP or above.

Rediker Interface Module Microsoft SQL Server or Sybase SQL Anywhere.

QuickBooks Integration Module QuickBooks® Professional 2004 or newer

Enabling User Access on a Network The network file share for ResultsPlus requires users to have full access to that directory, its subdirectories, and files. Access can be granted per user or per group if the users are members of the same group in Active Directory (and not also a member of a group with opposing security).

Authentication and Microsoft SQL Server ResultsPlus supports both Windows authentication and SQL Server authentication in Microsoft SQL Server. In Windows networking environments, Windows authentication (also known as integrated authentication) is the recommended option. In mixed environments (or multi-domain environments) SQL authentication may be more appropriate, depending on the environment and user access needs.

When using Windows authentication, it is easiest to maintain database security by adding the Active Directory group for the ResultsPlus users to the security, rather than adding each user log on individually. Using an Active Directory group enables administrators to manage the security to both the database and network share from a single point (Active Directory controller).

When implementing Windows authentication, the user will only be prompted for the ResultsPlus username and password.

When implementing SQL Server authentication, the user will be prompted to enter two sets of username/password combinations on the first logon.

8


To log in to a SQL Server database the first time 1 Start ResultsPlus 10.0.

2 On the logon screen, enter the User Name and Password.

3 Enter the path to the Server Name.

4 Enter the Database name.

5 Select Show Advanced Settings.

6 Select Use database server authentication.

7 Enter the SQL User Name and Password.

8 Enter the Server Port.

9 Click Log on.

After the initial logon, the user will only be prompted to enter his or her ResultsPlus username and password for subsequent logons.

Enabling Mail Merge with Microsoft Word For mail merge to work in a network environment, two things must be done. Both of these things are explicit to the user’s Windows profile (HKCU or ntuser.dat), not the machine’s settings (HKLM).

1. The server with the file share for ResultsPlus must be added to the workstation’s local intranet sites. This can be done via Control Panel - Internet options - Security Tab - Intranet. This sets up a trust relationship that enables mail merge to work from the word processing application (Microsoft Word) on the client to the actual word processing document on the file share.

2. The SQLSecurityCheck registry value must be set for each user’s profile on the workstation from which the user works. This can be done in one of two ways.

a. Follow the steps in the Microsoft KB article 825765, or

b. Run the ResultsPlus tool chest utility to set the registry value. To obtain the password to run the ResultsPlus tool chest utility, contact Metafile Customer Support. The tool chest utility is password protected because it may make registry changes requiring administrator-level security.

Chapter 3. Installing a Single-User System

3 Installing a Single-User System

You will be installing ResultsPlus in the following order:

1. Installing ResultsPlus from the product download.

2. Installing SQL Server 2005 Express.

3. Installing the license key.

Installing the ResultsPlus Program For the installation program to run successfully, ResultsPlus needs to install certain files. At the end of the install process, ResultsPlus may restart your machine. The installation will complete once your computer has restarted.

To install ResultsPlus 1 Close all applications. No other applications should be running when you install ResultsPlus.

2 Double-click the setup.msi file.

3 Read the Welcome screen, then click Next.

Select the type of installation 1 Select Single User Install.

2 Click Next.

Select the installation folder 1 Select the directory into which the ResultsPlus files are to be installed. The default is C:\Program

Files\Metafile Information Systems\ResultsPlus. If this is not where you want to install ResultsPlus, click Browse and select another location. (Note: This will become your Program Directory.)

2 Click Next.

Confirm installation 1 Click Next. The Setup Wizard will install all executables on your workstation. This will take a minute or

two. The Wizard will display a progress meter while it installs the program files.

Note: For the installation program to run successfully, the system needs to install certain files. Once the files are installed, it may reboot your machine. The installation will continue once your computer has finished rebooting.

10


Complete installation 2 Read the top half of the screen that reads “ResultsPlus Information”. This will help prepare you for

installing SQL Server 2005 Express.

3 Click Next. ResultsPlus will display a screen that reads “Installation Complete”.

Installing SQL Server 2005 Express New single-user installations of ResultsPlus must use Microsoft SQL Server for a database. The Express version of this server is free and included with ResultsPlus.

To Install SQL Server 2005 Express 1 If you installed ResultsPlus in the default location, navigate to C:\Program Files\Metafile Information

Systems\ResultsPlus\SQLExpress. (Otherwise, substitute the directory and path you selected.)

2 Double-click sqlexpr32.exe to start the installation. During this process, you will need to accept the licensing terms and conditions.

3 Click Next to have SQL Server’s installation software check configuration, install all prerequisites, and install SQL Server 2005 Express.

4 If Metafile has converted your database, copy the converted database into the ResultsPlus directory. (If you installed ResultsPlus in the default location, the path will be c:\Program Files\Metafile Information Systems\ResultsPlus.) If you do not have a converted database, you will be using the empty database, rpmssql.mdf , in the same location.

Logging onto ResultsPlus When you log onto ResultsPlus on a single user system, you can select either SQL Server or Direct File Access option. (If you are using the JET database, you must select Direct File Access and open a database with a file extension of .mdb.)

The first time you log on, you should log on using the Master user account. The user name and password are both Master.

4 Installing on a Network

You will be installing ResultsPlus in the following order:

1 Installing ResultsPlus on a network server.

2 Installing your database server software (unless it’s already installed).

3 Installing ResultsPlus on individual workstations.

4 Installing the license key.

The following diagram shows how and where the various ResultsPlus components are installed in a network install.

Installing ResultsPlus on a Network Server For the installation program to run successfully, ResultsPlus needs to install certain files on the network server.

To install ResultsPlus 1 Close all applications. No other applications should be running when you install ResultsPlus.

2 Double-click the Setup.msi file.

3 Read the Welcome screen, then click Next.

Chapter 4. Installing on a Network

12


Select the type of installation 4 Select Network Master.

5 Click Next.

Select the installation folder 6 Select the directory on the server into which the ResultsPlus files are to be installed. The default is

C:\Program Files\Metafile Information Systems\ResultsPlus, which is the hard drive of the machine you are using. If this is not where you want to install ResultsPlus, click Browse and select the path and drive where you want to install it. (This directory will become your Primary Directory.)

Note: The install program will install all executables on individual user workstations, even in a multi-user ResultsPlus system. The program will install only the workstation setup program and revision setup programs on the network drive. The shared network drive is also used as a common access point for letters, reports, templates, and databases.

7 After selecting the installation folder, click Next.

Confirm installation 8 Click Next. The Setup Wizard will install the shared network files. This will take a minute or two. The

wizard will display a progress meter while it installs the files.

Complete installation 9 On the screen that reads “ResultsPlus Information”, click Next.

10 On the screen that reads “Installation Complete”, click Close.

Installing the Database Server and Attaching the ResultsPlus Database Follow the directions in “Installing SQL Server” on page 17 or “Installing SQL Anywhere” on page 25 before going any further. These directions will walk you through installing the database software and attaching the ResultsPlus database to it.

13

Chapter 4. Installing on a Network

Installing ResultsPlus on User Workstations Note: You must be logged onto Windows as an Administrator to install the workstation portion of

ResultsPlus.

To install ResultsPlus on individual workstations 1 After the network copy of ResultsPlus has been installed on the network, go to the workstation on which

you want to install ResultsPlus.

2 Close all the Windows applications on the workstation.

3 Double-click Setup.msi.

4 On the Welcome screen, click Next.

Select the type of installation 5 Select Workstation Install.

6 Click Next.

Select the installation folder 7 On the next screen, under Local Directory, browse to the directory on the workstation into which to install

the workstation files. (This will become your Program Directory.)

Identify the network directory 8 Under Network Directory, browse to the directory on the network into which you installed the shared

ResultsPlus files. (This location is your Primary Directory.)

9 If multiple users will be accessing ResultsPlus from this workstation, select Everyone in the bottom left corner of the screen.

10 Click Next. The Setup Wizard will install all executables on your workstation. This will take a minute or two. The Wizard will show a progress meter, while it installs the program files.

Confirm installation 11 Click Next.


Complete installation 12 On the screen that reads “ResultsPlus Information”, click Next.


14


5 Installing the License Key

When you install ResultsPlus, you need to authorize your system for the correct number of users and constituent records. To do this, you need a license key. If Metafile has not already sent you a license key, you can request one from the ResultsPlus Support web site. See “Requesting a License Key from the Support Site” on page 16.

Once you have a license key, you can do the following.

To install your license key 1 Close all Windows applications running on your workstation except for your email program (usually

Microsoft Outlook).

2 Start ResultsPlus and log onto your ResultsPlus database as the Master user (both the user name and password are Master) . The Organization Information screen should automatically display. If it doesn’t, open the Administration tab and click the Organization button.

3 Enter the license key provided in the email sent to you by Metafile in the License Key field. (You can complete the rest of the information on this screen to show your organization name on reports and customize your system.)

4 Click OK.

Chapter 5. Installing the License Key

16


Requesting a License Key from the Support Site You can request a license key from the Support site regardless of whether you have a Support Contract.

To request a license key from the Support site 1 Open a Web browser and go to www.ResultsplusSoftware.com.

2 Click the How To tab.

3 Click the Request License link at the top of the page.

4 On the Request license page, enter your customer number and order number.

5 Click Request License Now.

Metafile will email you a license key along with directions for installing it.

Setting Up a User Account In order to access program updates, read previous issues of TheConnection newsletter, or join a discussion forum, you need to have a user account on the ResultsPlus web site.

Note: You must have a Support Contract to access secured areas of the ResultsPlus Support site.

To set up a user account 1 Open a Web browser and go to www.ResultsplusSoftware.com.

2 Open the How To tab.

3 Click the Create Account link on the top of the page.

4 Complete the fields on the Create new user account page. (The first field refers to your customer number, shown on the second page of your license agreement.)

5 Click Submit. Metafile will display a message telling you that your account has been created. Your user name will be your email address. (Note that this account provides access to secured areas of the website; it cannot be used to gain access to ResultsPlus.)

http://www.resultsplussoftware.com/


6 Installing SQL Server

If you are using Microsoft SQL Server over a network to access your ResultsPlus database, you will need to do the following:

1. Install Microsoft SQL Server on your server machine. 2. Copy your new ResultsPlus database onto the server machine. 3. Attach your ResultsPlus database to the SQL Server application. 4. Enable remote access to the Server application. 5. Set up connection protocols to the server 6. Enable connecting from user workstations.

The following instructions walk you through steps 3-6. These instructions are intended to be basic (you may want to set up additional permissions and roles). For more information, see Microsoft’s SQL Server documentation. For specific information about how SQL Server works with ResultsPlus, contact Metafile Customer Support.

To attach your ResultsPlus database to SQL Server (Step 3) These instructions assume that you have already installed SQL Server and copied your ResultsPlus database to the same machine.

1 Open the Start menu and choose Programs - Microsoft SQL Server 2005 - SQL Server Management Studio Express. You should see a window similar to this:

Chapter 6. Installing SQL Server

18


2 Click Connect.

3 Expand the entry for Databases in the Object Explorer pane. Then right-click the Databases node and choose Attach.

4 On the Attach Databases screen, click Add and browse to your database file. The empty SQL database supplied in the ResultsPlus installation is named rpmssql_Data.MDF.

19


If there is an entry in the database details list for a log file and it reads “Not Found”, select the entry and click Remove. (This will occur the first time you set up the connection.)

5 You should now see a database called rpmssql in the Databases list on the Summary tab. (If Metafile converted your database, you may see a different name here.)

Note: If you want to change the database name, right-click the rpmssql entry and choose Rename.

20


6 Set up security for your database by granting access to the SQL Server and database for your users.

To enable remote access to the SQL Server application 1 Right-click on the SQL Server in the Object Explorer pane and choose Properties.

This is the Server Name that users will enter on the ResultsPlus logon screen.

On the Server Properties window, click Connections from the list on the left. Then select the Allow remote connections to this server option.

21


If you have connection problems, make sure you have selected this option.

22


To set up connection protocols to the SQL Server 1 Open the Start menu and choose Programs - Microsoft SQL Server 2005 - Configuration Tools -

SQL Server Configuration Manager. Click the SQL Server 2005 Services button.

In the right pane, right-click SQL Browser and choose Start (if it isn’t already running). Now expand the SQL Server 2005 Network Configuration node on the left and highlight Protocols. In the list on the right, right-click and enable Named Pipes and TCP/IP.

23


To enable connecting to the SQL Server database from user workstations 1 Double-click the ResultsPlus program icon.

On the logon screen, enter the ResultsPlus User Name and corresponding Password.

The “advanced settings” are defaulted based on a standard SQL Server installation using Windows authentication. (You can override the defaults, if necessary.)

2 In the Server Name field, enter the server name shown in Step 1 on page 20.

3 Enter the Database name (the default is rpmssql).

4 If you are using SQL Server authentication, you will also need to log in to the database the first time. For more information, see “To log in to a SQL Server database the first time” on page 8.

24


Diagnosing Connection Problems If you’re having trouble connecting to the SQL Server database, check the following:

Have you specified the correct default database in your ODBC settings? To check this, do the following:

a. Open SQL Server Management Studio Express

b. Connect to your SQL Server instance

c. Expand the Security Node in the Object Explorer tree.

d. Expand the Logins node.

e. Select the login to review.

f. Check the Default database drop-down box. Make sure that your ResultsPlus database is selected.

g. Click OK and close SQL Management Studio Express.

Have you created a SQL Server login correctly? See http://technet.microsoft.com/en-us/library/aa337562(SQL.90).aspx

Have you created a Database User correctly? See http://technet.microsoft.com/en-us/library/aa337545(SQL.90).aspx

http://technet.microsoft.com/en-us/library/aa337562(SQL.90).aspx




7 Installing SQL Anywhere

The following diagram may help you in understanding where and how the various ResultsPlus and SQL Anywhere components are installed.

To install and set up SQL Anywhere 2 Install SQL Anywhere on your server, following the directions that come with the product.

3 Decide whether you are going to keep the default database name of rpwinSQL.db or assign a new database name. This is entirely optional.

4 If you are going to use the default database name:

- Copy the default SQL database and log file which ships with ResultsPlus, rpwinSQL.db, onto your server. This database and log file are in the ResultsPlus installation in a directory named SqlAnywhereDatabase.

If you are going to rename the database:

- Follow the directions in “Renaming the SQL Anywhere Database” on page 27.

- Copy your renamed database and log file onto your server.

- In the remainder of these instructions, whenever you see the database name rpwinSQL.db, substitute your database name.

5 Install the client side of SQL Anywhere on all of the workstations on which you are going to be running ResultsPlus with SQL Anywhere, following the directions that come with SQL Anywhere.

Chapter 7. Installing SQL Anywhere

26


6 Connect the server to the empty database rpwinSQL.db by starting dbsrv9.exe (on Windows) or dbsrv9.nlm (on Novell) with the appropriate database and switches. The server must be connected to the database before a successful connection can be made from the workstation.

To connect to the SQL Anywhere database from user workstations 1 Double-click the ResultsPlus program icon.

The “advanced settings” are defaulted based on the default SQL Anywhere installation. (You can override the defaults, if necessary.)

2 On the logon screen, enter the ResultsPlus User Name and corresponding Password.

3 In the Server Name field, enter the name of the machine on which the database server is installed.

4 Enter the Database name (the default is rpwinsql).

5 Click Log on.

27

Chapter 7. Installing SQL Anywhere

Renaming the SQL Anywhere Database Whether you keep the default name of the empty SQL Anywhere database or rename it is a matter of personal preference.

To rename the empty SQL Anywhere database 1 In the ResultsPlus installation directory, open the SqlDatabase directory and copy the database,

rpwinSQL.db, to the location from which you want to run it. Do not copy the rpwinsql.log file.

2 Rename the file to whatever you wish, but do not change the file extension of .db. Windows Explorer will ask you if you want to rename this read-only file. Click Yes.

3 Start Sybase Central. (Do not connect to any database.)

4 On the Sybase Central menu choose Tools – Adaptive Server Anywhere 9 – Change Log File Information. Sybase Central will start a wizard to change the log file.

5 On the first screen of the wizard, enter the directory and name of the database file, or use the browse button to select it. Then click Next.

6 The next screen will display your new database name but the log file will still be named rpwinsql.log. Click Next.

7 On the next screen choose “Create new or rename existing log file” and enter the path and name, or browse for the path and enter the name.

Note: Metafile recommends that you use the same name for both the SQL Anywhere database and the log file (with extensions of .db and .log). Metafile also recommends that you store both files in the same directory.

8 Click Next. This opens a screen for mirroring the log file. Take all the defaults and click Finish.

9 Close Sybase Central.

When you start the server for your SQL database, you should see that the log file has been renamed. You can also verify the renaming by starting Windows Explorer and looking in the directory in which you stored both the database file and log file.

Configuring the SQL Anywhere Database ResultsPlus is designed to run with the SQL Anywhere defaults. For example, ResultsPlus relies on the following settings:

• The isolation level must be set to “1”. • Empty character fields must be “null” rather than “empty strings”.

Important! Some configuration changes may render the ResultsPlus application unusable or corrupt your database. Before adjusting any of the SQL Anywhere database default settings, please contact Metafile Customer Support.

28


Diagnosing Connection Problems If you’re having trouble connecting to the database, check the following:

Have you specified the correct database on the logon screen?

Is the database server running?

Chapter 8. Installing Upgrades

8 Installing Upgrades

Upgrading from Version 9.x to 10.0 To ensure a successful upgrade process, please do the following before going any further:

• If you have a version of ResultsPlus earlier than Version 9, please contact Metafile Customer Support about upgrading to Version 10.0.

• Re-read “Requirements” on page 3 to ensure that you have met all of the software and hardware requirements.

• You may need up to 140 MB of hard drive or network space available to complete the full installation of upgrade software.

• Make sure you have enough room on your system to do the database upgrade. This is a separate process that you will run after upgrading the ResultsPlus application. You need two times the size of your database (your .mdf, .db, or .mdb file) to upgrade the database. If your database is 100 MB, then you will need at least 200 MB of free space.

• You must have rights to update your Windows registry to install ResultsPlus.

• Please read and understand each instruction before proceeding. You may be asked to provide the following information during the upgrade:

- The type of installation: Network Master, Workstation Installation, or Single User Installation

- The location (drive letter and path) where you want to install ResultsPlus

• You will be upgrading ResultsPlus in the following order:

1. Installing the new version of ResultsPlus

2. Setting up workstations (unless you are running a single-user installation)

3. Installing the license key

4. Running the Database Upgrade program.

30


To upgrade to Version 10.0 of ResultsPlus When you upgrade to a new release, you’re simply reinstalling the newer version of the product. But first you must back up your database files.

1 Make a backup copy of your database (.mdf, .db, or .mdb) file.

2 Copy any ResultsPlus database files, reports, letters, labels, envelopes, and header files that you have customized into a backup location before you run the installation program so that they are not overwritten. Word processing documents are stored in the resultsplus\RpDocs directory under the appropriate word processor folder. Custom reports should be stored in the resultsplus\Reports\Jet\Custom directory if you are using Microsoft JET or resultsplus\Reports\ODBC\Custom if using SQL Server or SQL Anywhere.

3 Close all applications. No other applications should be running when you install ResultsPlus.

4 If you are installing in a single-user environment: Follow the instructions in “Installing the ResultsPlus Program” on page 9.

If you are installing in a network environment: Follow the instructions in “Installing ResultsPlus on a Network Server” on page 11.

Upgrading your Database Upgrading your database is as simple as running the Database Upgrade program.

To upgrade your database 1 Click the Windows Start button, choose the ResultsPlus10 program group, then choose Database Upgrade

10.0.

2 Complete the fields on the Upgrade screen just as you would to log on to the database.

3 Click Upgrade.

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Chapter 8. Installing Upgrades

Upgrading Workstations on a Network

Note: You must be logged onto Windows as an Administrator to upgrade workstations.

To upgrade ResultsPlus on individual workstations 1 After the network copy of ResultsPlus has been upgraded on the network, go to the workstation that you

want to upgrade.

2 Close all the Windows applications on the workstation.

3 Double-click Setup.msi.

4 On the Welcome screen, click Next.

Select the type of installation 5 Select Workstation Install.

6 Click Next.

Select the installation folder 7 On the next screen, under Local Directory, browse to the directory on the workstation into which to install

the workstation files. (This will become your Program Directory.)

Identify the network directory 8 Under Network Directory, browse to the directory on the network into which you installed the shared

ResultsPlus files. (This location is your Primary Directory.)

9 If multiple users will be accessing ResultsPlus from this workstation, select Everyone in the bottom left corner of the screen.

10 Click Next. The Setup Wizard will install all executables on your workstation. This will take a minute or two. The Wizard will show a progress meter, while it installs the program files.

Confirm installation 11 Click Next.


Complete the upgrade 12 On the screen that reads “ResultsPlus Information”, click Next.


32


The first upgraded workstation to log on to ResultsPlus will receive a message stating that the database needs to be upgraded. To upgrade the database, click the Windows Start button, select Programs, and select ResultsPlus 10.0 from the program files menu. Then select Database Upgrade. The database upgrade only needs to be done once per site. It does not need to be done on each workstation.

Installing the New License Key When you upgrade to a new version of ResultsPlus, you need to authorize your system for the correct number of users and constituent records. To do this, you need a license key. See “Installing the License Key” on page 15.

Upgrading from Microsoft JET to an SQL Database If you are running ResultsPlus on the Microsoft JET database platform and are interested in migrating to an SQL database, contact Metafile Customer Support about converting. (This does not apply to ResultsPlus Online customers who are already using an SQL database.)

Upgrading from a Single-User to a Multiple-User Version of ResultsPlus To upgrade from a single-user version of ResultsPlus to a multiple-user version, you need to install ResultsPlus on a network; run the workstation setup, and move any databases, word processing documents, and custom reports to your network location.

Metafile strongly recommends that you uninstall the current copy of ResultsPlus before installing the new copy to avoid problems with duplicate report files and system files that are stored in the resultsplus directory. This step is included in the following instructions.

To upgrade from single-user to multi-user version of ResultsPlus

1 Make backups of all data files (.mdf or .mdb files) and any custom mail merge and report files that you may be storing in your current (local) resultsplus directory.

2 Open the Windows Start menu, choose Settings (if available), choose Control Panel, then choose Add or Remove Programs.

3 Scroll down to select ResultsPlus and click Remove. This will remove your single-user copy of ResultsPlus.

4 On the machine that you want to use for your file server, following the instructions for installing ResultsPlus on a network that start on page 11.

5 Once you have installed the Network Master, installed and connected your database server, and installed ResultsPlus on workstations, install the License key following the instructions that start on page15.

9 Applying Revisions

From time to time, Metafile will release minor revisions (also known as patches) to ResultsPlus. These consist of fixes and minor product enhancements. You can download these revisions from the Metafile Support Web site to update your copy of ResultsPlus.

How will you know if revisions or updates are available?

To check for updates 1 Click the ResultsPlus application button (in the top left corner of the ResultsPlus screen).

2 Click the Program Settings button.

3 Choose Resources.

4 Click the button that reads Check for updates. ResultsPlus will display a message telling you what the most current version of the product is. (If you want ResultsPlus to do this automatically each time you log on, click the Yes button.)

5 Compare the version of ResultsPlus displayed in the message with the version you are using. This is displayed in the same area on the Program Settings screen – Resources - under Version information. If the version numbers are different, you can apply any available revisions.

Chapter 9. Applying Revisions

34


To download a revision from the ResultsPlus web site 1 Connect to Metafile’s Support Web site at www.ResultsplusSoftware.com. A quick way to

access Metafile’s Web site is to click the Support page button on the ribbon of the HowTo tab in ResultsPlus 10.0.

2 Click the Login link along the top of the page. You will need your email address and password to log in.

3 If you experience problems logging in or downloading files, this means that your email address is not in our customer database for some reason. If you experience problems in either of these areas, contact Metafile Support by sending an email to [email protected].

4 When you log in to the Support site, you will see a table containing download options similar to the following:

5 In the download table, double-click ResultsPlus Revised Executable (RPREV.msi).

6 Make note of the version of the file you are downloading.

7 Download the Readme file to learn more about the version you are downloading, and the fixes and enhancements it contains.

8 After clicking Download, select either:

• Run this program from its current location. This option will prompt you to install the file in the location you choose.

• Save this program to disk. This option will copy the file to the location you choose on your computer. After you have copied the file (downloaded it), you will need to run it.

9 Download the revision file into the ResultsPlus directory on your network drive or to your local drive if you are a single user.

www.ResultsplusSoftware.com

mailto:[email protected]

35

Chapter 9. Applying Revisions

10 In Windows Explorer, go to the directory where the revision (RPREV.msi) was downloaded. Double-click on the program to run it. Follow the instructions on the screen.

11 Log out of the Web site.

After you run the revision program, when someone logs into ResultsPlus from a workstation for the first time, ResultsPlus will display a message on that workstation saying that a new revision was put on the network. ResultsPlus will then prompt the user to install the revision.

Applying Revisions to Workstations Note: The RPREV10.msi program described in this section is used to update workstations for revisions. To

upgrade workstations for a major upgrade or new release, see ”Upgrading Workstations” on page 31.

ResultsPlus has an automatic revision update feature for workstations. Once you download a revision, ResultsPlus workstations will upgrade themselves. This is done with the ResultsPlus revision program, RPREV10.msi.

When you download the revision onto your network, it will update your network copy of the RPREV10.msi program. The next time a user logs into ResultsPlus, ResultsPlus checks the revision program to see if an update is required. If it is, ResultsPlus will display a message to the user saying that an updated version is available and asking if the user wants to install the updated version. If they click Yes, ResultsPlus will update the workstation.

36


Chapter 10. Updating the Zip Code Database

10 Updating Zip Code Data

ResultsPlus maintains zip code information that enables users of ResultsPlus to enter a zip code and have ResultsPlus fill in the corresponding City, County, and State values. You can also use this information to run a maintenance utility that updates county and state values across the database, based on zip code.

Because the U.S. Postal Service adds or changes zip codes periodically, Metafile makes updates available on the Support web site. When an update is available, there will be an announcement in The Connection (the ResultsPlus customer newsletter available on the How To tab). If you have notifications turned on in your ResultsPlus session, you’ll also see an announcement there. (To turn on notifications, open Program Settings, choose Resources, click Check for updates, then click Yes.)

Updating the zip code information used by ResultsPlus is as easy as downloading the update and importing the data from the Maintenance tab.

To update your zip code data 1 Go to ResultsPlusSoftware.com and open the How To tab.

2 Click login to log into the Support site.

3 Find the Updated Zipcode Data entry in the download table and download it.

4 In ResultsPlus, open the Maintenance tab, then click the Run zip code rules button on the ribbon.

5 Click the Import New Zip Codes button.

6 Confirm that you have a current backup of your database, then click Continue.

7 Navigate to the location where you downloaded the update file.

8 Follow the prompts to complete the procedure.


38


Index

Index

A Administrator's Plus requirements, 7 authentication, SQL Server, 7

B barcode requirements, 6 broadcast fax requirements, 7

C checklist, pre-install, 2 configuring SQL Anywhere, 27 connection problems

with SQL Anywhere, 28 Corel WordPerfect, 6

D database

requirements, 3 security, 7 upgrades, 30

database server administration, 3 requirements, 3

E Extended Support Services, 3

F fax requirements, 7 file server requirements, 4

I installing

license key, 15 SQL Anywhere, 25 SQL Server, 17 SQL Server Express, 10

installing ResultsPlus

for single user, 9 on a network, 11 revisions, 33 upgrades, 29

integrated authentication, 7

J JET database, Microsoft, 4

logging into, 10

L license key

installing, 15 requesting, 16

logging into JET database, 10 SQL Server, 8

M mail merge

enabling on network, 8 requirements, 6

Microsoft JET, 4 Microsoft Outlook synchronization requirements, 7 Microsoft Word, 6

enabling mail merge with, 8

N network install, 11

P patches, applying, 33

R renaming SQL Anywhere database, 27 report writer requirements, 6 requirements, 3

Administrator's Plus, 7 barcode, 6 database, 3

40


database server, 3 fax, 7 file server, 4 JET database, 4 mail merge, 6 Outlook synchronization, 7 report writer, 6 SQL Anywhere, 4 SQL Server, 3 word processing software, 6 workstation, 5

revisions, applying, 33 to workstations, 35

rprev10 program, 35 rpupdt program, 31

S security, database, 7 single-user install, 9 SQL Anywhere

configuring, 27 installing, 25 renaming database, 27 requirements, 4

SQL Server authentication, 7 installing, 17 logging into for the first time, 8 requirements, 3

SQL Server Express, installing, 10

T troubleshooting database servers, 3

U updating

workstations, 35 zip code database, 37

upgrades, installing, 29 upgrading

database, 30 from JET to SQL database, 32 from single to multi-user, 32 from Version 9 to 10.0, 29 workstations, 31

user access, enabling on network, 7 user account, setting up, 16

W Windows authentication, 7 word processing software requirements, 6 workstation requirements, 5 workstations

applying revisions to, 35 upgrading, 31

Z zip code data, updating, 37

Documents

a guide for IT personnel€¦ · However, support for performing database server administration tasks and troubleshooting database server problems is not covered in Annual Software