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Installing_elecworks_EN (Ind : G) 06/01/2014 1 elecworks Installation guide

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Page 1: elecworks - dl.trace-software.comdl.trace-software.com/dl/tew/CHM/2015/EN/OtherFiles/Installing_elec... · • elecworks 2D (electrical 2D CAD application). • elec works 3D (add-in

Installing_elecworks_EN (Ind : G) 06/01/2014

1

elecworks

Installation guide

Page 2: elecworks - dl.trace-software.comdl.trace-software.com/dl/tew/CHM/2015/EN/OtherFiles/Installing_elec... · • elecworks 2D (electrical 2D CAD application). • elec works 3D (add-in

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Installing elecworks

Elecworks installation files are available on CD-ROM or via download. They provide two

distinct software installations:

• elecworks 2D (electrical 2D CAD application).

• elecworks 3D (add-in for SolidWorks 32/64-bit).

This document details the installation of elecworks in either “Standalone” or “Client

Server” modes.

Configuration requirements

Data server: elecworks comes with SQL Server 2008 Express included in the installation.

System Requirements:

Windows Vista, 7 or 8.1.

Memory RAM: 3GB.

Hard disk: 3GB free space, (for data, server or standalone) + 200MB for the application.

Using SolidWorks with elecworks :

Please refer to the following link in order to check configuration please refer to the page:

http://www.solidworks.com/sw/support/SystemRequirements.html

elecworks is compatible with SolidWorks version 2013.

The elecworks cabling and routing module requires SolidWorks Premium.

Installation instructions

To successfully complete the installation, it is essential to that the session Windows is run

in Administrator mode.

When using the installation CD, simply insert it into the drive, the installation process will

start automatically. If this is not the case, explore the content of the CD-ROM and run

the file "Setup.exe" file located in the root.

When using the downloaded install run the "Installelecworks.exe" file, (this can be

obtained from the "elecworks.com customer portal"). Running the exe file will unpack

the contents and automatically launch the installation.

The "Standalone" installation will allow the user to run the software on a workstation.

The databases will be installed locally and are not shared. The "Client Server" installation

allows users to share data (symbols, catalogues…) so that several users can work with

the same projects.

The Setup program automatically recognizes the operating system language and will

switch installation interface to that language. It also detects the presence of any

previously installed version of elecworks on the computer and adapts the interface

accordingly.

Allows to move to the next step.

Allows to return to the previous step.

Allows to exit the installation program.

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Select the appropriate link to go directly to the chapter relevant to your systems

installation type.

Click on the links.

elecworks has never been installed

elecworks is already installed

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First installation

During the first installation of elecworks ( the installer did not

detect the presence of any component of Elecworks installed

on the computer), you must select the language to use in

elecworks.

Enter your contact information.

The "Standalone" installation allows the use of the software on a single workstation. The

components necessary for the operation of the software will be installed on the

workstation.

The "Client Server" installation allows the use of the software through a company

network. The data is stored on a server, which allows several users to work

simultaneously on the same projects. Data (libraries and projects) is installed on the

server and is accessible to all users. The application is installed on each workstation

individually.

Select the installation mode, "Standalone" or "Client / Server".

I would like to carry out a "Standalone" installation.

I would like to carry out a "Client / Server" installation.

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Standalone installation

elecworks SQL format databases. The PC on which the installation is carried out may

already have an SQL server installed. The Setup program will automatically detect the

presence of SQL on the PC and the installation interface will automatically adapt to

accommodate this.

No SQL Server database has been detected

The Setup program has detected the presence of an SQL Server database.

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Installation of a new SQL Server database

When installing for the first time it is essential that all the

component options be checked on. The "elecworks 3D " is only

required if the PC has SolidWorks 2013 or higher installed.

elecworks 2D: 2D schematic application files.

elecworks 3D: SolidWorks files to achieve the 3D implementation and routing of wires

and cables (optional).

SQL Server 2008 R2 Express Edition: Installation of SQL Server 2008 Express to

manage the databases.

Data: database format SQL Server format database information containing projects,

libraries (symbols, catalogues...).

Licenses Manager: Utility to manage licence(s).

Collaborative Server: Utility to manage opening and updating drawings.

PDFCreator: Utility to publish project drawings in an Acrobat (PDF) format.

Select the installations application directory.

(It is recommended that the software is installed in the default

directory, automatically displayed in the dialog box.)

Select the installation data directory for the symbols, libraries,

catalogues...

Click on the button to change the installation of the

data directory.

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This interface allows users to change the password used to

connect to the SQL Server database.

In the absence of connection problems, it is recommended

that the default value be used.

This interface permits entry of the necessary values to connect

to the collaborative server.

Permitted values are:

-The name of the computer.

-"LOCALHOST".

-Address "127.0.0.1".

-The IP address of the computer

In the absence of connection problems, it is strongly

recommend that the default values are retained.

This interface allows users to define whether access will be

restricted to their login only, or to all users.

This interface is the last prior to installation of the required

files.

The installation is completed, the license(s) must now be

enabled in order to run elecworks.

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Installation with an existing SQL Server database

The installation setup will automatically detect if an SQL Server database already exists

on the computer. Users have the choice between the creation of a new SQL Server

instance or the addition of an elecworks database in an existing SQL Server instance.

When installing for the first time it is essential that all the

component options be checked on. The "elecworks 3D" is only

required if the PC has SolidWorks 2013 or higher installed.

elecworks 2D: 2D schematic application files.

elecworks 3D: SolidWorks files to achieve the 3D implementation and routing of wires

and cables (optional).

Add elecworks databases to an existing SQL Server: Allows to connect to an

existing database SQL Server.

Data: database format SQL Server format database information containing projects,

libraries (symbols, catalogues...).

Licenses Manager: Utility to manage licence(s).

Collaborative Server: Utility to manage opening and updating drawings.

PDFCreator: Utility to publish project drawings in an Acrobat (PDF) format.

Select the installations application directory.

(It is recommended that the software is installed in the default

directory, automatically displayed in the dialog box.)

Select the installation data directory for the symbols, libraries,

catalogues...

Click on the button to change the installation of the

data directory.

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Users can now choose between creating a new SQL Server

instance or the addition of the elecworks databases to the

existing SQL Server instance.

Installing another SQL Server instance for elecworks

Add the elecworks database to an existing SQL Server

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Installing another SQL Server instance for elecworks

An SQL Server instance has been detected on the computer where Setup was launched.

The user has chosen to ignore this and create a new SQL Server instance.

Select the option "Install another SQL Server instance for

elecworks ".

A new instance named "TEWSQLEXPRESS" will be created.

This interface allows users to change the password used to

connect to the SQL Server database.

In the absence of connection problems, it is recommended

that the default value be used.

This interface permits entry of the necessary values to connect

to the collaborative server.

Permitted values are:

-The name of the computer.

-"LOCALHOST".

-Address "127.0.0.1".

-The IP address of the computer

In the absence of connection problems, it is strongly

recommend that the default values are retained.

This interface allows users to define whether access will be

restricted to their login only, or to all users.

This interface is the last prior to installation of the required

files.

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The installation is completed, the license(s) must now be

enabled in order to run elecworks.

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Add the elecworks databases to an existing SQL Server

An SQL Server instance has been detected on the computer where Setup was launched.

The user has chosen to install the elecworks data in this database instance.

Select the option "Add elecworks databases to SQL Server

".

The installation program will ask you to enter the values

necessary to connect with this instance.

Select the SQL Server instance that you want to use from

the list available.

Enter the login and password required to connect to the

SQL Server instance.

To verify the connection to the SQL Server instance, click

the button

Enter the password for the "TEW" user. In the absence of

connection problems, it is strongly recommend that the

default value is retained.

This interface allows the user to enter the values necessary to

connect to the collaborative server.

Permitted values are:

-The name of the computer.

-"LOCALHOST".

-Address "127.0.0.1".

-The IP address of the computer

In the absence of connection problems, it is strongly

recommend the default values are retained.

This interface allows users to define whether access will be

restricted to their login only, or to all users.

This interface is the last prior to installation of the required

files.

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The installation is completed, the license(s) must now be

enabled in order to run elecworks.

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Installing Client / Server

You must run the client server installation on the computer identified as the

"Server". If this is not the case, quit the Setup program and restart it on the

"Server".

In "Client / Server" mode, the workstations will share the same data (projects, symbols

libraries, catalogues…). The application should be installed on all workstations.

The "Server" will contain all the data and will host the "collaborative server", this is

necessary for the exchange of data between workstations.

Note: The workstations will only be able to access the data when the collaborative server

is working. The use of a workstation as the server is prohibited.

elecworks Client / Server installation mode is carried out in two steps:

The first step is to install the required databases on the server. The Setup program then

extracts the files required to perform the client installation.

elecworks uses SQL Server format databases. The computer on which the installation is

carried out may already have an SQL Server database installed.

The Setup program automatically detects the presence of this type of database and

adapts its interface accordingly.

No SQL Server database has been detected

The Setup program has detected the presence of an SQL Server database. SQL

Server.

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Installing a new SQL server database

At the start of the installation, it is essential to check all of the

components on.

Client installation for workstation : Installing files needed for installation of

workstations.

SQL Server 2008 R2 Express Edition : Installation of SQL Server 2008 Express to

manage the databases.

Data: database format SQL Server format database information containing projects,

libraries (symbols, catalogues...).

Licenses Manager: Utility to manage license(s).

Collaborative Server: Utility to manage opening and updating drawings.

This interface is visible if you select the License Manager

installation checkbox.

Through the interface you can define the Licenses Manager

installation directory.

Select the location to install the data directory of the (symbols

libraries, catalogues...).

Attention: This directory should be shared.

Click on the button to change the data directory install

location.

This interface allows users to change the password used to

connect to the SQL Server database.

In the absence of connection problems, it is recommended

that the default value be used.

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This interface allows the user to enter the values necessary to

connect to the collaborative server.

Permitted values are:

-The name of the computer.

-"LOCALHOST".

-Address "127.0.0.1".

-The IP address of the computer

In the absence of connection problems, it is strongly

recommend the default values are retained.

This interface allows users to define whether access will be

restricted to their login only, or to all users.

This interface is the last prior to installation of the required files.

The installation is complete, users should now start the Client

installations.

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Installation with an existing SQL Server database

When installing for the first time it is essential that all the

component options be checked on.

Client installation for workstation : Installing files needed for installation of

workstations.

Add elecworks databases to an existing SQL Server: Permits users to connect to a

PC’s existing SQL Server database.

Data: database format SQL Server format database information containing projects,

libraries (symbols, catalogues...).

Licenses Manager: Utility to manage license(s).

Collaborative server: Utility to manage opening and updating drawings.

This interface is visible if the License Manager installation

checkbox is selected.

User can set a preferred install location for the License Manager

installation directory.

Select the location to install the data directory of the (symbols

libraries, catalogues...).

Attention: This directory should be shared.

Click on the button to change the data directory

install location.

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Users can now choose between creating a new SQL Server

instance or the addition of the elecworks databases to the

existing SQL Server instance.

Installing another SQL Server instance for elecworks

Add the elecworks database to an existing SQL Server

Install another SQL server instance for elecworks

An SQL Server instance was detected on the computer when the Setup was run. The user

has elected to ignore this and create a new SQL Server instance.

Select the option "Install another elecworks SQL Server

instance".

A new instance named "TEW_SQLEXPRESS" will be created.

This interface allows users to change the password used to

connect to the SQL Server database.

In the absence of connection problems, it is recommended

that the default value be used.

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This interface allows the user to enter the values necessary to

connect to the collaborative server.

Permitted values are:

-The name of the computer.

-"LOCALHOST".

-Address "127.0.0.1".

-The IP address of the computer

In the absence of connection problems, it is strongly

recommend the default values are retained.

This interface allows users to define whether access will be

restricted to their login only, or to all users.

This interface is the last prior to installation of the required

files.

The installation is complete, users should now start the Client

installations.

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Add the elecworks database to an existing SQL Server

An SQL Server instance has been detected on the computer where Setup was launched.

The user has chosen to install the elecworks data in the database instance.

Select the option "Add elecworks database to SQL Server ".

The installation program will ask you to enter the values

necessary to connect with this instance.

Select the SQL Server instance that you want to use from

the list available.

Enter the login and password required to connect to the

SQL Server instance.

To verify the connection to the SQL Server instance, click

the button

Enter the password for the "TEW" user. In the absence of

connection problems, it is strongly recommend that the

default value is retained.

This interface allows the user to enter the values necessary to

connect to the collaborative server.

Permitted values are:

-The name of the computer.

-"LOCALHOST".

-Address "127.0.0.1".

-The IP address of the computer

In the absence of connection problems, it is strongly

recommend the default values are retained.

This interface allows users to define whether access will be

restricted to their login only, or to all users.

This interface is the last prior to installation of the required

files.

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The installation is complete, users should now start the Client

installations.

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Installing workstations in "Client / Server" mode

The “server” installation contains the databases for symbols libraries, projects, and

catalogues… if this installation has not been carried out on the network, refer to Installing

Client / Server additionally the collaborative server should be installed.

Prior to being able to use the software it is a requirement that the license(s) be enabled.

This can be done at anytime through the License Manager.

Sharing the data directory

The server installation automatically

generates a directory containing the files

necessary for installing the client. This

directory named "elecworksData", and

should be shared.

Users must have the “Read - Write”

privileges to this directory.

In order to share this directory and provide appropriate rights to users, access the

shortcut menu of the folder by right mouse clicking on it and selecting “Sharing and

security”.

Note: these options may have a differing appearance depending on the operating

system.

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Workstation installation

This installation must be performed on all workstations where elecworks

and/or elecworks module for SolidWorks will be used.

After the server install is complete, go to

individual workstations to install locally. Open

the "00_InstallClient " directory that is shared

on the server and run the following installation

file:

elecworksData\00_installClient\tinstall_client.EX

E

Only, the elecworks 2D and elecworks 3D applications will be installed.

In this way, each workstation will connect to the server and access the data from

there.

Enter your contact information.

Select the components for installation.

The component "elecworks 3D" is necessary only if SolidWorks

V2013 or higher is installed.

elecworks 2D: 2D schematic application files.

elecworks 3D: SolidWorks files to achieve the 3D implementation and routing of wires

and cables (optional).

PDFCreator: Utility to publish project drawings in an Acrobat (PDF) format.

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Select the location to install the application.

It is recommended that the default directory, automatically

shown, is used.

This interface allows users to change the password used to

connect to the SQL Server database.

In the absence of connection problems, it is recommended

that the default value be used.

This interface allows the user to enter the values necessary to

connect to the collaborative server.

Permitted values are:

-The name of the computer.

-"LOCALHOST".

-Address "127.0.0.1".

-The IP address of the computer

In the absence of connection problems, it is strongly

recommend the default values are retained.

This interface allows users to define whether access will be

restricted to their login only, or to all users.

This interface is the last prior to installation of the required files.

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The installation is completed; the license(s) must now be

enabled in order to run elecworks.

When elecworks has been installed on the first workstation, it is recommended that

elecworks is started so that the data can be updated.

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elecworks maintenance (Update / Reinstallation/ Remove)

Maintenance of elecworks can be carried out as follows:

-Installing an update.

-Reinstallation of elecworks components.

-Remove elecworks.

Click on the links to access the relevant topic

Install an update: Do not uninstall the existing version as all data created will be lost.

The Setup program will automatically use the settings registered during the initial

installation, this includes directory paths, SQL connection information etc.

Reinstall: This option will reinstall elecworks (same version or higher) by modifying the

setup parameters.

Remove: This will uninstall elecworks from your PC.

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Install an update

This option is designed to update the current version with an

identical or superior version of the program. The Setup program

will use the settings saved in the previous installation when

applying the updates.

This interface is the last prior to installation of the required files.

The installation is complete; you may enable your license(s) to use elecworks.

After an update of elecworks, new data must be processed in order for it to be

integrated into the databases. The data is merged automatically when elecworks is

launched the first time, (or elecworks 3D). For a Client / Server installation, the first

work station to be launched will refresh the data on the server.

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Reinstall

This option reinstalls the elecworks components with an

identical version or superior. No existing component will be

removed. If you want to remove a component, please use the

Remove option.

You will be asked to enter different parameters (as running the

installation for the first time).

The components available are based on the initial installation

type.

Select the components to install.

Select the location to install the application.

It is recommended that the default directory, automatically

shown, is used.

Select the location to install the data directory of the (symbols

libraries, catalogues...).

Attention: This directory should be shared.

Click on the button to change the data directory install

location.

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This interface allows users to change the password used to

connect to the SQL Server database.

In the absence of connection problems, it is recommended

that the default value be used.

This interface allows the user to enter the values necessary to

connect to the collaborative server.

Permitted values are:

-The name of the computer.

-"LOCALHOST".

-Address "127.0.0.1".

-The IP address of the computer

In the absence of connection problems, it is strongly

recommend the default values are retained.

This interface allows users to define whether access will be

restricted to their login only, or to all users.

This interface is the last prior to installation of the required files.

The installation is complete, you may enable your license(s) to use elecworks.

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Remove

This option will remove elecworks from the PC.

If the program detects an active connection to the collaborative

server and the license manager is installed you will be

automatically prompted to transfer the license.

Click the following button to access the License Manager.

If the Setup program detects a connection to a database, the

user will be prompted to keep data or delete the data.

Delete data: The program deletes the data directory and launches the SQL Server

Express uninstaller.

Select the SQL Server instance that you

want to uninstall and click the "Next"

button.

Keep data: The installation program will not delete the directory containing the data and

the SQL Server instance is preserved.

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This interface is the last step prior to elecworks being

uninstalled.

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Refresh elecworks data After an update of elecworks, new data must be processed in order for it to be

integrated into the databases. The data is merged automatically when elecworks 2D is

launched the first time, (or elecworks 3D). For a Client / Server installation, the first

work station to be launched will refresh the data on the server.

The first data update after installation of the program can take some time, higher

specification PC’s will reduce the time taken.

Frequently Asked Questions Cannot install elecworks on an existing SQL Server database.

When installing on an existing SQL Server, the Setup program requests a login and

password, verify that you have full "Administrator" rights on the SQL Server database

before running the installation.

When the connection is established, the installation program launches a script that

creates the "TEW" user and the tables necessary for the operation of elecworks. The

script can be run manually if the automatic installation fails.

Script details:

----------------------------------------- EXEC sp_addlogin 'tew', 'SQLpwd4ew' GO EXEC sp_addsrvrolemember 'tew', 'dbcreator' GO CREATE DATABASE [tew_app_data] GO USE [tew_app_data] GO EXEC sp_grantdbaccess 'tew', 'tew' GO EXEC sp_addrolemember 'db_owner', 'tew' GO CREATE TABLE [dbo].[tew_version] ( [ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1), [ver_appdata] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_appdata] DEFAULT (0) ) ON [PRIMARY] GO CREATE DATABASE [tew_app_project] GO USE [tew_app_project] GO EXEC sp_grantdbaccess 'tew', 'tew' GO EXEC sp_addrolemember 'db_owner', 'tew' GO CREATE TABLE [dbo].[tew_version] ( [ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1), [ver_projects] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_projects] DEFAULT (0) ) ON [PRIMARY] GO CREATE DATABASE [tew_classification] GO USE [tew_classification] GO EXEC sp_grantdbaccess 'tew', 'tew' GO EXEC sp_addrolemember 'db_owner', 'tew' GO CREATE TABLE [dbo].[tew_version] ( [ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1), [ver_classification] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_classification] DEFAULT (0) ) ON [PRIMARY] GO CREATE DATABASE [tew_catalog] GO USE [tew_catalog] GO

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EXEC sp_grantdbaccess 'tew', 'tew' GO EXEC sp_addrolemember 'db_owner', 'tew' GO CREATE TABLE [dbo].[tew_version] ( [ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1), [ver_reference] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_reference] DEFAULT (0) ) ON [PRIMARY] GO CREATE DATABASE [tew_app_macro] GO USE [tew_app_macro] GO EXEC sp_grantdbaccess 'tew', 'tew' GO EXEC sp_addrolemember 'db_owner', 'tew' GO CREATE TABLE [dbo].[tew_version] ( [ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1), [ver_projects] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_projects] DEFAULT (0) ) ON [PRIMARY] GO

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Cannot connect to the collaborative server.

In most cases, problems connecting to the collaborative server are due to the presence

of security management software, such as antivirus scanners or firewall software... Be

sure to open the required port and/or to allow applications.

Details of the used ports and name of applications:

For the elecworks application: The default location for this file is: C:\Program Files\elecworks\bin_x64\elecworks.exe

Ports used : 26666 to 26672 (plus ports necessary for internet connection)

For the collaborative server: • "Trace Software EwCollaborativeServer" must be authorized (runs as a service). The default location for this file is:

C:\Program Files\elecworks\server\EwServer.exe

Ports used : 26666 to 26672

For SQL 2008 server Express: The SQL 2008 server Express application must be authorized. Its default location is:

C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Binn\sqlservr.exe

The SQL Server port must be opened. UDP 1433.

The SQL Server browser port must be opened. UDP 1434. For more information on the SQL Server, please refer to:

http://technet.microsoft.com/en-us/library/ms175043(SQL.90).aspx

For the License Manager : The "License Manager" application must be authorized. The default location for this file is:

C:\Program Files\elecworks\LicensesManager_x64\EwLicensesManager.exe

The License Manager uses the same port as the application.

The Update Data process will launch automatically on starting elecworks.

The most common problem with elecworks data is related to insufficient rights to the

elecworks data directories. The user accessing these folders should have “Read/Write”

privileges. The “...\elecworksdata\UPDATE” folder will be automatically deleted after the

update has been completed.