Network Installation for 5.0.pdf

ProTrak Advantage Installation - Network

Table of Contents

ProTrak Advantage Network Installation....................................................... 1 Database Server.................................................................................................................2

Application Server ............................................................................................................9

Client ..................................................................................................................................... 16


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Start ProTrak Advantage Network Installation Note: These instructions are for a Network installation. Mobile/Remote/Stand Alone installations will follow similar guidelines. Please refer to the specific directions for the installation type. • Network – Primary Network Installation • Mobile Client – Laptop Installation, PCs that may/may not be connected to the network. • Remote Client – PC Installation for PCs that do not connect to the network directly. • Stand Alone – Installation of a one user stand alone system.

Network Installation

Note: The SQL server must first be installed and started on the designated Server before installing ProTrak Advantage. Please refer to the SQL Server Installation Instructions.

1. Close all programs

2. Insert the ProTrak Advantage CD into the designated Server. The installation process will start automatically, or:

3. Open the drive containing the CD and double click on the “Setuplauncher.exe” file. The “Select Install or Update” dialog box displays.

Note: If you do not have the latest version of MDAC (Microsoft Data Access Components) on the PC the program will launch an install wizard for the latest version. You will need to repeat step 3 to install Advantage

4. Select the New Installation radio button.

Note: To perform Upgrade select the Upgrade radio button and proceed to the Upgrade Section of this document by clicking on the corresponding button

a. The “Select Installation Type” dialog box displays


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5. Select the Network system type by clicking on the corresponding button. The “Select Components” dialog box displays.

Screen 1 – Select Components

Note: There are three components which will need to be installed for the network setup: Database Server, Application Server and Client in that order. This installation will take you through the installation of each component starting with the Database Server, then the Application server then the Client.

Database Server

6. In the Select Components screen:

a. Select the Database Server component by clicking on the corresponding button. The Choose Destination Location dialog box displays.

Screen 2- Second Select Components Screen


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7. In the Choose Destination Location screen: a. Specify the Destination Folder into which ProTrak Advantage will be installed.

Note: The default folder is C:\Program Files\|ProTrak International\ProTrak Advantage. Click the Browse button if you wish to select another folder.

b. Click on the Next button. A “Select Database” dialog displays

Screen 3 – Choose Destination Folder

8. In the Select Database screen: a. Select “Empty” (default) to select the database provided with the Setup Program.

Note: If your ProTrak Administrator has provided you with an existing database select “Custom” the wizard will prompt you to enter the file name for this database.

b. Click on the Next button. The “Select Program Folder” dialog box displays.



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9. In the Select Program Folder screen: a. Select the desired Program Folder to store the installation in.

Note: The default is ProTrak Advantage. b. Click on the Next button. The “Start Coping Files” dialog box displays.

Screen 5 – Select Program Folder

10. In the Start Copying Files Screen: a. Verify the Current Settings.

Note: The screen provides summary information about the installation type and destination of files to be copied. Click on the Back button to make any corrections if necessary.

b. Click on the Next button. The installation will begin to copy the necessary files.

Screen 6 – Start Copying Files


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Screen 7 – Advantage setup is copying files…

Note: Upon completion of the file copy process an Information dialog box will display. The MS SQL server must be in the Start mode (running). If it is not <ALT> <Tab> out of the installation screen and start the SQL server.

The Database Setup Utility Window

11. In the Connect to Database screen: a. Key in the name of SQL Server in the “Server name” field.

Note: If the SQL Server name was set to the default name of the PC, you may: • Key in ‘(local)’ or the period symbol ‘.’ in the “Server name” field.

Note: The actual name of the PC may be found by right clicking on the My Computer icon on your desktop and selecting the Network Identification tab in Windows 2000 or the Computer Name tab in Windows XP.

If the SQL Server name was set to a name other than the default name for the PC you may: • Click on the Drop Down/Browser button to view the SQL server(s) available to you and

select the applicable SQL Server name from the list. Note: If you do not know the SQL Server name contact your ProTrak IT personnel.

b. Select the authentication type in the “Connect using” section. Note: If SQL Sever authentication is selected enter the login information (Name and Password). This information may be obtained from your ProTrak IT personnel.


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Note: Do not enter the Database name at this point. c. Press the “Connect” button. A series of Database Setup Utility screens display.

Note: If the connection fails please make sure the SQL Server is installed and started.

Screen 8 – Database Setup Utility

12. In The first Database Setup Utility screen: a. Select “Both attach the database and upload a license into it” radio button. b. Click on the Next button.

Screen 8 B Attach Database and Upload License


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13. In the second Database Setup Utility screen:

a. Key in the database name.

Note: It defaults to ProTrak. We recommend you retain this name for your database.

b. Click on the Next button.

Note: The Data File and Log File are pre-filled based on the selection made in the “Select Database” screen.

Screen 8 C Name Database and Verify Data & Log files

14. In the third Database Setup Utility screen:

Note: The License File field defaults to the license file that is included with the installation.

a. Click on the Next button.

Screen 8 D Specify License File


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15. In the fourth Database Setup Utility screen:

Screen 8 E Database Confirmation Screen

a. Click on the Finish button.

Note: The Database setup utility shown in screens 8 – 8 E, may be launched at any time from via Start menu in Windows to setup a database or upload a license. Select: Start Menu > Programs > ProTrak International > ProTrak Advantage > Admin Tools > Database Setup Utility.

16. In the Setup Complete screen: a. Click on the Finish button.

Screen 9 – Setup Complete


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Application Server

1. Go back to the ProTrak Advantage Install screen.


Note: To perform Update select Upgrade radio button and proceed to the Upgrade Section of this document by clicking on the corresponding button

b. The “Select Installation Type” dialog box displays

3. In the Select Installation screen:

a. Select the Network system type by clicking on the corresponding button.


4. In the Select Components screen: a. Select the Application Server system type by clicking on the corresponding button. The

Choose Destination Location dialog box displays.


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Screen 2- Second Select Components Screen

5. In the Select Middle-tier Setup Type screen: a. Select “Install middle-tier servers and Auto-Update repository b. Click on the Next button. A “Choose Destination Location” dialog displays


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Note: The default folder is C:\Program Files\|ProTrak International\ProTrak Advantage. Click the Browse button to select another folder.

b. Click on the Next button. A “Choose Auto-Update Repository Location” dialog displays.


7. In the Choose Auto-Update Repository Location screen: a. Specify the location for the Auto-Update Folder.

Note: The Auto-Update Folder should be a share folder that is accessible by all users. This folder is used to store the executables for all future updates. Each client installation will create an ini file that will point to this folder and be used to automatically update the Advantage on a network user’s PC.

b. Click on the Next button The Select Program Folder dialog box displays.


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NOTE: The Application Server connection links will now be configured. Depending on the operating system settings one of the following screens will display: ProTrak DCOM and Firewall Configuration or Application Server Properties.

For MS 2002 (XP) with SP2 or later the installation wizard will check the DCOM and Firewall settings of the computer and display the following screen ProTrak DCOM and Firewall Configuration Screen. Otherwise the standard Application Server Properties Screen will display.

Application Server Properties Screen

10. In the Application Server Properties screen:

a. Key in the designated User.

Note: The user must be a Domain User with Administration Rights

b. Key in the Password in both the “Password” and “Confirm Password” fields.

c. Click on the OK button. A Database Connection Information dialog box displays.

Screen 7 – Application Server Properties


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d. Click on the OK button in the Information dialog box. The “Data Link Properties” dialog box displays. Go to step 12.

Screen 8 – Database Connection setup

ProTrak DCOM and Firewall Configuration

11. In the ProTrak DCOM and Firewall Configuration screen:

a. Key in the designated User.

Note: The user must be a Domain User with Administration Rights

b. Key in the Password in both the “Password” and “Confirm Password” fields.

c. Check the appropriate box regarding whether the Application Server will be used across multiple domains or non-domain clients.

d. Click on the OK button.

Screen 9 – ProTrak DCOM and Firewall Configuration e. Click on the OK button in the Information dialog box. The “Data Link Properties” dialog box

displays. Go to step 12.


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Screen 10 - ProTrak DCOM and Firewall Confirmation

12. In the Data Link Properties screen:

a. Enter the SQL Server name where the ProTrak Advantage database resides (or select it from drop-down list of all SQL servers available to you).

b. Select either: • Use Windows NT Integrated security • Use a specific user name and password

Note: Enter the login information (User Name <sa> and Password). c. Select the Advantage Database name from the drop down list (ProTrak). d. Click on the Test Connection button. e. Click on the OK button. The “Setup Complete” dialog box displays.

Screen 11 - Data Link Property screen



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Client

Note: Follow these instructions to also install individual client setups on user PCs. The installation may be done from the CD provided or from a Share directory where the Advantage install files have been copied to.

1. Go back to the ProTrak Advantage Install screen.


Note: To perform Update select Upgrade radio button and proceed to the Upgrade Section of this document by clicking on the corresponding button

Screen 1 – Select Install or Update

b. The “Select Installation Type” dialog box displays


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1. In the Select Installation screen:

a. Select the Network system type by clicking on the corresponding button.


2. In the Select Component screen:

a. Select the Client system type by clicking on the corresponding button. The Choose Destination Location dialog box displays.

Screen 3 - Select Components Screen


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Note: The default folder is C:\Program Files\|ProTrak International\ProTrak Advantage. Click the Browse button to select another folder.

b. Click on the Next button. A “Select Components” dialog displays






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NOTE: An information dialog box will appear if the installation detects Firewall and/or DCOM settings.


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6. Click on the OK button in the Information dialog box.

a. You will be informed that the DCOM and Firewall settings have been configured successfully. Click on the OK button.

Screen 8 – ProTrak DCOM & Firewall settings

7. In the Enter Application Server Location screen: a. Enter the name of your Application Server, if known otherwise leave blank. b. Click on the Next button. Several Question dialog boxes display.

Screen 9 – Enter Application Server Location


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First Question Dialog Box- ProTrak Custom Contact Form for MS Outlook

Note: The ProTrak Custom Contact Form is a check box that is added to the Outlook Contact screen. This check box when selected will enable the selected contact record(s) to be exported into Advantage.

8. In the Question dialog box either: a. Click on the Yes button to install the ProTrak Custom Contact Form in Outlook Lotus Notes.

b. Click on the No button to bypass this install and proceed with the rest of the installation.

Screen 10 – Outlook Contact Form Option

Second Question Dialog Box – Lotus Notes Plug-in

Note: The following “Question” dialog box is only for users with an Email system that is Lotus Notes version 5 or higher. If your email system is MS Outlook the email plug-in is automatically installed through this installation.

9. In the Question dialog box either: a. Click on the Yes button to install the plug-in for Lotus Notes.

b. Click on the No button to bypass this install and proceed with the rest of the installation. Note: This plug-in may be installed at any time.

Screen 11 – Lotus Notes Advantage plug-in setup

Third Question Dialog Box – Auto-Update Folder

Note: The Auto-Update folder provides the user with an automated functionality that will quickly and seamlessly upgrade their Advantage application desktop with the latest Advantage. The folder specified should be a share folder that all users will have access to.

10. In the Question dialog box either: a. Click on the Yes button to install AutoUpdate. The Select Destination for AutoUpdate dialog

box displays.

b. Click on the No button bypass this install and proceed with the rest of the installation. The Setup Complete dialog box displays (Go to step 13).

Screen 12 – AutoUpdate setup


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11. In the Select Destination for AutoUpdate screen: a. Click on the Browse button and select the folder path where your ProTrak Administrator will

keep Advantage updates. Note: The folder may also be entered manually.

b. Click on the Next button.

Screen 13 – AutoUpdate: Specify Repository Location



The setup is complete. A folder for Advantage has been placed in the designated program menu and the

Advantage icon has been placed on your desktop.

Documents

Network Installation for 5.0.pdf