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OrCAD ® Product Installation Guide for Windows Product Version 16.0 June 2007

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OrCAD® Product

Installation Guide for Windows

Product Version 16.0June 2007

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© 1991–2007 Cadence Design Systems, Inc. All rights reserved.Portions © Apache Software Foundation, Sun Microsystems, Free Software Foundation, Inc., Regents of the University of California, Massachusetts Institute of Technology, University of Florida. Used by permission. Printed in the United States of America.

Cadence Design Systems, Inc. (Cadence), 2655 Seely Ave., San Jose, CA 95134, USA.

OrCAD Products contain technology licensed from, and copyrighted by: Apache Software Foundation, 1901 Munsey Drive Forest Hill, MD 21050, USA © 2000-2005, Apache Software Foundation. Sun Microsystems, 4150 Network Circle, Santa Clara, CA 95054 USA © 1994-2007, Sun Microsystems, Inc. Free Software Foundation, 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA © 1989, 1991, Free Software Foundation, Inc. Regents of the University of California, Sun Microsystems, Inc., Scriptics Corporation, © 2001, Regents of the University of California. Daniel Stenberg, © 1996 - 2006, Daniel Stenberg. UMFPACK © 2005, Timothy A. Davis, University of Florida, ([email protected]). Ken Martin, Will Schroeder, Bill Lorensen © 1993-2002, Ken Martin, Will Schroeder, Bill Lorensen. Massachusetts Institute of Technology, 77 Massachusetts Avenue, Cambridge, Massachusetts, USA © 2003, the Board of Trustees of Massachusetts Institute of Technology. All rights reserved.

Trademarks: Trademarks and service marks of Cadence Design Systems, Inc. contained in this document are attributed to Cadence with the appropriate symbol. For queries regarding Cadence’s trademarks, contact the corporate legal department at the address shown above or call 800.862.4522.

Open SystemC, Open SystemC Initiative, OSCI, SystemC, and SystemC Initiative are trademarks or registered trademarks of Open SystemC Initiative, Inc. in the United States and other countries and are used with permission.

All other trademarks are the property of their respective holders.

Restricted Permission: This publication is protected by copyright law and international treaties and contains trade secrets and proprietary information owned by Cadence. Unauthorized reproduction or distribution of this publication, or any portion of it, may result in civil and criminal penalties. Except as specified in this permission statement, this publication may not be copied, reproduced, modified, published, uploaded, posted, transmitted, or distributed in any way, without prior written permission from Cadence. Unless otherwise agreed to by Cadence in writing, this statement grants Cadence customers permission to print one (1) hard copy of this publication subject to the following conditions:

1. The publication may be used only in accordance with a written agreement between Cadence and its customer.

2. The publication may not be modified in any way. 3. Any authorized copy of the publication or portion thereof must include all original copyright,

trademark, and other proprietary notices and this permission statement. 4. The information contained in this document cannot be used in the development of like products or

software, whether for internal or external use, and shall not be used for the benefit of any other party, whether or not for consideration.

Patents: OrCAD Products, described in this document, are protected by U.S. Patents 5,481,695; 5,510,998; 5,550,748; 5,590,049; 5,625,565; 5,715,408; 6,516,447; 6,594,799; 6,851,094; 7,017,137; 7,143,341; 7,168,041.

Disclaimer: Information in this publication is subject to change without notice and does not represent a commitment on the part of Cadence. Except as may be explicitly set forth in such agreement, Cadence does not make, and expressly disclaims, any representations or warranties as to the completeness, accuracy or usefulness of the information contained in this document. Cadence does not warrant that use of such information will not infringe any third party rights, nor does Cadence assume any liability for damages or costs of any kind that may result from use of such information.

Restricted Rights: Use, duplication, or disclosure by the Government is subject to restrictions as set forth in FAR52.227-14 and DFAR252.227-7013 et seq. or its successor.

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Cadence PCB Series Installation Guide for Windows

Contents

Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7How to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Chapter Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Typographic and Syntax Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Quick Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Step 1 - Beginning the Installation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Step 2 - Installing the License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Step 3 - Installing the Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Understanding OrCAD Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Licensing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15What You Need to License OrCAD Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Licensing Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Stand-alone Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Network Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Administrative File Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Remote Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Understanding the Installation Process . . . . . . . . . . . . . . . . . . . . . . . . 21

Setting up Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21License File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Installing Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Control File and Product Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Special Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Updating the License File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Updating the Products (Service Packs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Installing Remote Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Uninstalling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

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What You Need in Order to Perform the Installation . . . . . . . . . 25

Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Windows System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Network Interface Cards (NICs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Dongles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

OrCAD License File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2816.0 Product CDs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Setting up the Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Beginning the Installation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Installing the License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Designating the License File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Installing the Products. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Beginning the Installation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Identifying the License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Selecting the Products to Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Specifying the Working Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Choosing Product Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Special Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Updating the License File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Updating Licensing on the License Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Updating Licensing on the File Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Updating the Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Installing Service Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Installing Remote Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Running an Administrative File Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Installing a Remote Client Interactively . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Installing a Remote Client Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Synchronizing Licensing on a Remote Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Switching Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Uninstalling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Uninstalling the License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

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Uninstalling the Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Requesting a License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Service Pack Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

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Cadence PCB Series Installation Guide for WindowsPreface

Preface

This preface discusses the following:

■ About This Guide on page 7

■ How to Use This Guide on page 7

■ Chapter Descriptions on page 9

■ Typographic and Syntax Conventions on page 10

About This Guide

The Purpose of this Guide

This installation guide provides specific procedures for installing the OrCAD products on Windows operating platforms. It also provides information about the OrCAD licensing system for Windows.

The Target Audience of this Guide

This installation guide is intended to assist users who are installing OrCAD products for the first time.

If you have installed OrCAD products before and feel confident about how to perform the installation, see Chapter 1 - Quick Install.

How to Use This Guide

The purpose of this guide is to:

■ explain how OrCAD software is licensed

■ explain the hardware and software requirements for running the OrCAD products

■ provide detailed procedures you should follow in order to successfully install the OrCAD products

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Cadence PCB Series Installation Guide for WindowsHow to Use This Guide

Before you install the OrCAD products, you must first understand:

❑ the OrCAD licensing process for Windows (see Chapter 2 - Understanding OrCAD Licensing)

❑ what is needed for installing the products (see Chapter 3 - Understanding the Installation Process and Chapter 4 - What You Need in Order to Perform the Installation)

To perform the installation, follow the detailed procedures given in Chapter 5 - Setting up the Licensing and Chatper 6 - Installing the Products.

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Cadence PCB Series Installation Guide for WindowsPreface

Chapter Descriptions

This guide consists of eight chapters:

■ Chapter 1 - Quick Install

This chapter provides abbrieviated procedures for installing the OrCAD products.

■ Chapter 2 - Understanding OrCAD Licensing

This chapter explains the OrCAD licensing system for Windows.

■ Chapter 3 - Understanding the Installation Process

This chapter explains the different files required for installation and what special situations you might encounter.

■ Chapter 4 - What You Need in Order to Perform the Installation

This chapter describes the hardware and software requirements for installing the OrCAD products.

■ Chapter 5 - Setting up the Licensing

This chapter provides detailed procedures for setting up the License Manager and license file.

■ Chapter 6 - Installing the Products

This chapter provides complete, detailed procedures for installing the OrCAD products.

■ Chapter 7 - Special Tasks

This chapter explains how to handle special installation tasks, such as updating the license file, Service Packs, performing remote client installations, and uninstalling the products.

■ Chapter 8 - Getting Help

This chapter provides troubleshooting tips, frequently asked questions, and other support information about installation.

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Cadence PCB Series Installation Guide for WindowsTypographic and Syntax Conventions

Typographic and Syntax Conventions

This list describes the syntax conventions used in this guide. literal (LITERAL) Nonitalic or (UPPERCASE) words indicate key words that you

must enter literally. These keywords represent command (function, routine) or option names.

argument Words in italics indicate user-defined arguments for which you must substitute a value.

| Vertical bars (OR-bars) separate possible choices for a single argument. They take precedence over any other character.

For example, command argument | argument

[ ] Brackets denote optional arguments. When used with OR-bars, they enclose a list of choices. You can choose one argument from the list.

{ } Braces are used with OR-bars and enclose a list of choices. You must choose one argument from the list.

... Three dots (...) indicate that you can repeat the previous argument. If they are used with brackets, you can specify zero or more arguments. If they are used without brackets, you must specify at least one argument, but you can specify more.

argument...: specify at least one argument, but more are possible

[argument]...: you can specify zero or more arguments

,... A comma and three dots together indicate that if you specify more than one argument, you must separate those arguments by commas.

Courier font Indicates command line examples.

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Cadence PCB Series Installation Guide for WindowsQuick Install

Quick Install

This chapter discusses the following:

■ Step 1 - Beginning the Installation Process on page 11

■ Step 2 - Installing the License Manager on page 12

■ Step 3 - Installing the Products on page 12

Caution

These Quick Install instructions are intended for users who have installed OrCAD products before and have some experience with the process. If you have never installed OrCAD products or are unsure about what to do, please refer to the complete detailed procedures given in the remainder of this Installation Guide.

Step 1 - Beginning the Installation Process

1. If you are using a dongle, attach it to the appropriate port (parallel port or USB port) of the computer before you begin the installation. Otherwise, for a network installation, be sure you are connected to the network.

Important

Before proceeding with the installation:

❑ Install the dongle drivers. Locate the folder \FLEXlm\flexid on the first disk of the product CD set, and double-click on the file FLEXidInstaller.exe to install the dongle drivers. (See Dongles for more details about using and setting up dongles.)

❑ Ensure that the computer’s virus detection software is disabled, and that no other programs are running.

2. Insert the first disk of the product CD set into your CD-ROM drive (if applicable, during the installation you will be reminded to insert other disks), and click Install Software on the splash screen.

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Cadence PCB Series Installation Guide for WindowsStep 2 - Installing the License Manager

Step 2 - Installing the License Manager

1. After accepting the License Agreement, choose Set Up Licensing from the Install Options dialog box.

Caution

Any older version of the License Manager that exists on your computer should be uninstalled automatically by Set Up Licensing, although this may not always succeed. To be sure older versions are removed, use the Windows Add/Remove Programs utility to uninstall the Cadence License Manager and the Globetrotter FlexID Drivers. (This may require a reboot.)

2. Specify the directory path for installing the License Manager, and the location of the license file you received from OrCAD.

3. Assign a program folder for the License Manager and review the summary information.

4. Enter the Port Number and Host Name for the system you are running. (To obtain the Host Name, open a DOS Command Prompt window and run the command: hostname.)

5. Click Next in the Installation Summary dialog box to complete the installation of the License Manager.

6. Click Yes in the Install Products dialog box to proceed with product installation.

Tip

For more detailed procedures and information about installing the License Manager, see Setting up the Licensing.

Step 3 - Installing the Products

1. In the License Manager Communication dialog box, specify the port number and host name of your license server.

2. Specify the location of the control file that identifies what products you are licensed to install.

Alternatively, you can select the products you want to install and specify the destination folder for them in the Select Products dialog box.

3. Specify a working directory and choose product options.

4. Specify the program folder and then review the summary information.

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Cadence PCB Series Installation Guide for WindowsQuick Install

5. Click Next in the Installation Summary dialog box

6. If you are prompted to reboot the system, reboot and log on with administrative privileges to update the registry correctly and complete the product installation.

Tip

For more detailed procedures and information about installing the products, see Installing the Products.

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Cadence PCB Series Installation Guide for WindowsStep 3 - Installing the Products

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Cadence PCB Series Installation Guide for WindowsUnderstanding OrCAD Licensing

Understanding OrCAD Licensing

This chapter discusses the following:

■ Licensing Requirements on page 15

■ Licensing Overview on page 17

Licensing Requirements

What You Need to License OrCAD Software

Note: In order to perform the installation on Windows 2000, Windows XP Professional, Windows XP Home, or Windows Vista Enterprise, you must be logged on with administrative privileges.

OrCAD products must be licensed in order to operate on your computer. To set up the licensing successfully, you will need the following files. Typically, you receive these files as attachments to an email message from your local Value Added Reseller (VAR) along with your product CDs.

■ The license file (LICENSExxxx.TXT.): The license file is usually named LICENSE, followed by an alphanumeric representation of your computer’s host ID, ending with a .TXT extension. Copy the license file contained in the email to a special folder (such as \Temp) on your hard disk. During the installation process, you will be prompted to supply the location of the license file.

■ The control file (CONTROLFILE.TXT): The control file lists the products you are eligible to install. Copy the control file to a special folder on your hard disk. During the installation process, you will be prompted to supply the location of the control file. The eligible products will be pre-selected for you and displayed in the Select Products dialog box.

■ The feature map file (PRODUCT_FEATURE_MAP.TXT): Copy the feature map file to a special folder on your hard disk. During the installation process, if you do not want to install all of the pre-selected products listed in your control file, you can refer to the feature map file to select only particular entries in the Select Products dialog box during installation.

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Cadence PCB Series Installation Guide for WindowsLicensing Requirements

Tip

For general explanations of how these license files work in licensing OrCAD software, see Understanding the Installation Process.

In order to operate OrCAD software, you must also have the following:

■ A dongle, if you are using a dongle as your locking method. Attach the dongle to the appropriate port (parallel or USB) of your computer before you begin the installation process. You must also install and activate the appropriate dongle driver. (For more specific information about dongles, see What You Need in Order to Perform the Installation.)

Note: Network installations do not require special hardware or dongles. For a network installation, be sure you are connected to the network.

■ The FLEXlm License Manager. You may already have the License Manager installed on your system from a previous release of OrCAD products. Release 16.0 requires FLEXlm License Manager version 10.8.5.0, or later.

❑ If you already have FLEXlm License Manager version 10.8.5.0 installed on your system, you do not need to run Set Up Licensing in the Install Options dialog box.

❑ If you have an earlier version of the License Manager installed, you must first uninstall that and then install version 10.8.5.0 by running Set Up Licensing.

To Check the Version of an Existing FLEXlm License Manager

1. From the Start menu, choose Programs, then choose License Manager Tools.

The LMTOOLS Panel displays.

2. Choose Help, then select About.

The version of the existing License Manager appears in the About box.

3. Click OK to return to the LMTOOLS Panel.

Important

To take advantage of all the new functionality in OrCAD 16.0, you must update your FLEXlm license manager software to the latest release 10.8.5.0. (For more details, see Installing the License Manager.)

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Cadence PCB Series Installation Guide for WindowsUnderstanding OrCAD Licensing

To Update to FLEXlm Release 10.8.5.0

1. In the Windows Control Panel, use the Add/Remove Programs utility to uninstall the Cadence License Manager.

Note: If your existing license uses a network adapter card, you can jump to Step 4.

If your existing license uses a dongle (either black for a parallel port or green for a USB port), continue to Step 2.

2. In the Windows Control Panel, use the Add/Remove Programs utility to uninstall the Globetrotter FlexID Drivers. (This may require a reboot.)

3. On Disk 1 of the Cadence Product CD set, locate the folder FLEXlm\flexid and run FLEXidInstaller.exe. Select Flexid8 if you are using the black parallel port dongle or select Flexid9 if you are using the green USB dongle.

Note: Once the driver installation is complete, you will be prompted to reboot. You must reboot the machine before using these drivers.

4. On Disk 1 of the Cadence Product CD set, run setup.exe from the root directory. Continue with the full installation of the Cadence License Manager.

Caution

The installer will automatically add the programs in this release to the Windows Firewall Exceptions list for Windows XP, Service Pack 2, at the end of the installation process. If you do NOT want the installer to do this, you must run "setup.exe" from a DOS Command Prompt window with the following switch:

setup.exe -nofirewallexceptions

5. When the license manager installation is complete, continue by installing the Cadence products.

Note: If you are prompted to reboot, reboot the machine and login with the administrator privileges login id to successfully complete the installation.

Licensing Overview

You can install the License Manager and license files in different configurations, depending on how many users (computers) will need to run the OrCAD products.

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Important

In order to install the License Manager on Windows 2000, Windows XP Professional, Windows XP Home, or Windows Vista Enterprise, you must be logged on as Administrator with administrative privileges.

Tip

For specific procedures on how to install the licensing, see Setting up the Licensing.

Stand-alone Installation

To install the licensing for a single user on an isolated computer that will not depend on access to a network, install the License Manager directly on that computer. No sharing of the license is allowed. No other special licensing set up is necessary.

Network Installation

In a network installation, you install the products on a computer that is accessible over a network. This computer is referred to as the file server. To enable the products, you must also install the License Manager software on a computer that is accessible over the network. This computer is refered to as the license server. (Typically, the same computer operates as both the file server and the license server.) In this configuration, multiple users can run the OrCAD products at the same time across the network by accessing the license and file server.

The License Manager can be installed on any computer on a network, as long as that computer remains connected to the network and is running at all times. This provides continual access to the product licenses for other computers that are connected to the network.

You may have up to three license servers running simultaneously. These are referred to as redundant license servers. The three License Managers on the different license servers cooperate to grant feature licenses. The licensing system remains operational as long as any two of the three License Managers are functioning properly.

In a license file used by the License Manager software, the SERVER line specifies the host name of the license server and the port number of the License Manager daemon (LMGRD.EXE). A single license server license file has one SERVER line in it, as opposed to a redundant license server’s license file, which has three SERVER lines in it. One (or more) of the three redundant license servers can be a UNIX computer. If so, enter the UNIX computer’s machine ID in the Host Name field in the Redundant License Servers dialog box.

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Cadence PCB Series Installation Guide for WindowsUnderstanding OrCAD Licensing

During installation of the License Manager, you are prompted to supply the location on the hard disk where you copied the license file. The license file (LICENSE.TXT) will be updated and copied to the License Manager folder.

Tip

For more information on the FLEXlm License Manager, refer to the FLEXlm End Users Guide by clicking Start — Programs — Cadence License Manager — FLEXlm User Guide, (or visit: http://www.macrovision.com/services/support/software_licensing.shtml for the very latest version of this document).

Administrative File Server Installation

An administrative file server installation is a variation of a network installation. You install the product files on a file server, but no environment variables or Start menu entries are created on the administrative file server. The function of the administrative file server is to act as a repository for the OrCAD software that each remote client computer accesses.

An administrative file server installation also creates a SETUP.EXE that you can then use to run a remote client installation.

Tip

For instructions on how to perform an administrative file server installation, see Installing Remote Clients.

Remote Client Installation

Remote client computers access the license server and the products (on the file server) over a network. The remote client computer itself does not have the License Manager software or any of the products installed on it. Instead, a minimum of files are installed (system DLLs, registry entries, and environment variables) and icons that point to the products on the file server are put into a program group on the remote client computer. In addition, the remote client installation creates a Start menu command (Synchronize Licensing With Server) that updates the CDS_LIC_FILE environment variable on the remote client computer with the file server’s licensing information.

Important

Because the remote client installation’s SETUP.EXE is created from an administrative file server installation, you have to run an administrative file server installation before you can run a remote client installation.

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Tip

For instructions on how to perform an administrative file server installation, see Installing Remote Clients.

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Cadence PCB Series Installation Guide for WindowsUnderstanding the Installation Process

Understanding the Installation Process

This chapter discusses the following:

■ Setting up Licensing on page 21

■ Installing Products on page 22

■ Special Tasks on page 22

Setting up Licensing

License File

OrCAD products are licensed software. The licensing system depends upon a license file that enables the use of the software. The license file is validated by FLEXlm License Manager software.

Typically, you will receive the license file (LICENSExxxx.TXT.) as an attachment to an email sent by your local Value Added Reseller (VAR) when you purchase the products. You must copy the license file contained in the email to a special folder (such as \Temp) on your hard disk prior to running the installation. During the licensing installation, you specify where this file is located. The License Manager will then process the file and validate your permission to run the OrCAD products. The License Manager runs continuously in the background and enables the products to run.

Note: In order to run the products, you must have the current version (version 10.8.5.0 or later) of the FLEXlm License Manager installed.

Setting up the licensing is the first stage of the complete installation process.

Tip

For more detailed information about OrCAD licensing, see Understanding OrCAD Licensing. For detailed procedures to install the License Manager, see Setting up the Licensing.

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Installing Products

Control File and Product Selection

The control file lists the products you are eligible to install. The feature map file is used during installation to generate a descriptive list of the eligible products. Together, these two files support the installation of the products and provide options for you to choose from.

Typically, you will receive the control file (CONTROLFILE.TXT) and the feature map file (PRODUCT_FEATURE_MAP.TXT) as attachments to the same email that contains the license file. Just like the license file, you must copy these files to a special folder (such as \Temp) on your hard disk. These files are referenced during installation and generate the display of products you see in the Select Products dialog box. Here you can choose to install some or all of the products you are eligible to run.

Installing the products is the second stage of the complete installation process. Once the products are installed correctly, no further setup is required to run the OrCAD tools.

Tip

For more detailed information about the control file, see Understanding OrCAD Licensing. For detailed procedures to install the products, see Installing the Products.

Special Tasks

Updating the License File

You can update the license file without uninstalling the products or performing a complete re-install. If you need to obtain a new license file (you purchased additional products, you upgraded to an interim release, etc.), then you can perform an update that essentially replaces the old license file with the new file. The License Manager is invoked during this update process so that it can validate and recognize the new license file.

Tip

For detailed procedures to update the license file, see Updating the License File.

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Updating the Products (Service Packs)

Periodically, OrCAD issues Service Packs to address functional or performance problems in a main release.

Important

The OrCAD software update process works on an "as-requested" model. You must contact your local VAR in order to be alerted about an update. For more information, see Service Pack Information.

Windows updates only replace changed files on a full previous installation; you no longer have to uninstall your product to reinstall an update.

You can obtain update files and specific installation instructions through your local VAR.

Installing Remote Clients

OrCAD products support remote client installations. You can perform such installations interactively or automatically. Before doing so, you must first complete the licensing and administrative file server installations.

Tip

For detailed procedures to perform remote client installations, see Installing Remote Clients.

Uninstalling

You can uninstall either the License Manager or the OrCAD products, or both. The process for uninstalling is simple, though you must be aware of certain advisories and special conditions.

Tip

For detailed procedures to perform uninstalls, see Uninstalling.

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Cadence PCB Series Installation Guide for WindowsWhat You Need in Order to Perform the Installation

What You Need in Order to Perform the Installation

This chapter discusses the following:

■ Hardware and Software Requirements on page 25

■ OrCAD License File on page 28

■ 16.0 Product CDs on page 28

Hardware and Software Requirements

Windows System Requirements

Because OrCAD products are Windows products, hardware and peripherals supported by Windows are also supported by the OrCAD products. A list of hardware and peripherals officially supported by Windows can be obtained from the Microsoft web page.

Platform ID wint

Operating System Windows 2000 with at least Service Pack 4; Windows 2003 Server, all Service Packs; Windows XP Professional, Windows XP Home Edition, Windows Vista Enterprise (32 bit)

Note: OrCAD products do not support the Windows NT operating system (versions 4.0 and earlier).

Hardware CD-ROM drive

Ethernet card (for network communications and security hostID)

Three-button Microsoft-compatible mouse

Recommended Hardware

Intel IA-32 compatible (includes Intel P4 EMT and AMD OpteronTM); 1.2 GHz minimum; 2.4 GHz or more is recommended.

Note: OrCAD products do not support the IPF chip.

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Network Interface Cards (NICs)

A network interface card (NIC) is the preferred locking method used in licensing to enable the products to run on a computer. Each NIC is programmed with an address that is sufficiently unique to enable its use as a hardware lock. Because a NIC is a circuit board inside the computer, it is unlikely to be lost, stolen, or accidentally detached from the computer, as a dongle might be.

You can use the NIC in a laptop computer as your locking method, but you should be aware that some laptops disable their NICs if the laptops are not attached to a network. If your laptop’s NIC is disabled, you will not be able to run any products.

Dongles

A dongle is an alternate locking method used in licensing that enables software to run on a computer. Each dongle has a unique internal ID which allows it to function as a hardware lock. Dongles are also known as hardware locks, security keys, security locks, or security plugs. If your locking method is a dongle, attach the dongle to the appropriate parallel or USB port of the computer before you begin the installation. If you have requested a dongle from OrCAD, it should be shipped to you with your product CDs.

The following dongles are supported for Release 16.0:

■ FLEXid dongle (version 8, “flexid8”) — black colored case

Note: FLEXid vers. 8 is not supported on Enterprise Vista.

■ FLEXid USB dongle (version 9, “flexid9”) — teal colored case

minimum 1 GB physical memory; 2 GB recommended

minimum 10 GB disk space; 50 GB recommended

virtual memory should be at least double the available physical memory

minimum 1024x768 resolution with 64,000 colors; 1280x1024 Color quality 32 bit graphics recommended

A dedicated graphics card is recommended.

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Important

You must install the FLEXid dongle drivers before proceeding with the License Manager installation. The installer does not install the FLEXid drivers automatically. You will see the following warning message if you run Set Up Licensing without first installing the FLEXid drivers.

On Enterprise Vista, you must use the FLEXid installer that ships with OrCAD 16.0. If you use an older FLEXid installer on Vista (such as the one shipped with OrCAD 15.7), you will experience a fatal blue screen error requiring the re-installation of the operating system.

The installer will test the License Manager after the installation is complete. If the dongle is not connected or the FLEXid drivers are not installed, an error message will be displayed because the License Manager cannot check out a license correctly.

To Install and Activate a Dongle Driver

1. Attach the dongle to the appropriate parallel or USB port on your computer.

2. Insert Disk 1 of your OrCAD product CDs in the CD drive of your computer.

The OrCAD splash screen appears with the License Agreement dialog box.

3. Minimize the OrCAD 16.0 Setup window and use Windows Explorer to locate the folder \FLEXlm\flexid on Disk 1.

4. Double-click on the file FLEXidInstaller.exe to install the dongle drivers.

The FLEXid drivers are installed.

Note: The document FLEXid_README.pdf in the same folder provides the support information and installation instructions for the FLEXid drivers.

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Cadence PCB Series Installation Guide for WindowsOrCAD License File

5. Re-activate the OrCAD installation screen and continue with the License Manager installation process (see Beginning the Installation Process).

OrCAD License File

In order to run the OrCAD products, you must have a valid license file (LICENSE.DAT) issued by OrCAD. This license file enables the legal operation of the products.

Tip

For more details about the license file and installing the License Manager, see Understanding OrCAD Licensing.

16.0 Product CDs

The OrCAD products are contained on two CDs. You need both CDs to install the License Manager and the products.

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Setting up the Licensing

This chapter discusses the following:

■ Beginning the Installation Process on page 29

■ Installing the License Manager on page 31

■ Designating the License File on page 35

Beginning the Installation Process

To Begin the Installation

1. If you are using a dongle, attach it to the appropriate port (parallel or USB) of the computer before you begin the installation.

Important

See Dongles for more important details about setting up the dongle drivers before proceeding with the License Manager installation process.

2. Insert the first disk of the product CD set into your CD-ROM drive (if applicable, during the installation you are reminded to insert other disks), and click Install Software on the splash screen.

Tip

If the installation does not begin automatically when you insert the first disk into your CD-ROM drive, start the installation by browsing the root directory of the first disk and double-clicking on SETUP.EXE. Or, type the path to SETUP.EXE in the Run dialog box (from the Start menu) and click OK.

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The License Agreement dialog box appears.

3. Enable I accept the terms of the license agreement to proceed with the installation process.

Note: Enable I do not accept the terms of the license agreement to abort the installation process.

4. Click Next.

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The Install Options dialog box appears.

5. Choose Set Up Licensing to install the License Manager.

Important

For a new installation, you must first set up the License Manager, and then install the products by running Install Products. (See Installing the Products on page 41.)

Note: If you received a replacement license file from OrCAD (if your original license file expired, or if you purchased additional licenses for products that you have already installed), and you already have the FLEXlm version 10.8.5.0 License Manager installed, you do not need to run Set Up Licensing. You should run Update License File instead. (For more details, see Updating the License File on page 55.)

Installing the License Manager

Important

In order to install the License Manager on Windows 2000, Windows XP Professional, Windows XP Home, or Enterprise Vista you must be logged on as Administrator with administrative privileges.

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Cadence PCB Series Installation Guide for WindowsInstalling the License Manager

Note: If you have a License Manager (not version 10.8.5.0) installed from a previous release, you should stop that License Manager before continuing with the current License Manager installation.

To Stop Version 6.1 of the FLEXlm License Manager

From the Start menu, choose Programs, then choose Cadence License Manager and select FLEXlm Control Panel. Select the Control tab, and click Stop.

To Stop Version 7.2 of the FLEXlm License Manager

From the Start menu, choose Programs, then choose Cadence License Manager and select License Manager Tools.

❑ Choose Stop\Reread, then choose Correct Server and select Shut Down.

-or-

❑ Choose Service\License File, choose Configuration Using Services, then choose Cadence License Manager and select the Start/Stop/Reread tab. Make sure Cadence License Manager is selected and click Stop Server.

To Stop Version 8.2a or Version 10.1.3 of the FLEXlm License Manager

From the Start menu, choose Programs, then choose Cadence License Manager and select License Manager Tools. Select the Control tab, and click Stop.

❑ From the Start menu, choose Programs, then choose Cadence License Manager and select License Manager Tools.

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❑ Choose Service/License File, choose Configuration Using Services, then choose Cadence License Manager.

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❑ Select the Start/Stop/Reread tab. Make sure Cadence License Manager is selected and click Stop Server.

To Install the License Manager

1. Click Set Up Licensing in the Install Options dialog box.

Any older version of the License Manager that may exist on your computer will be uninstalled before the setup process continues. The old License Manager will be uninstalled automatically if you have not done this manually before running Set Up Licensing. An information box appears to warn you that the License Manager will be removed. You are also prompted to confirm this before proceeding.

2. Click OK in the Information message box, and then click Yes in the Confirm File Deletion dialog box.

Note: If you select No, the uninstall process is canceled.

The Remove Programs From Your Computer dialog box appears.

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Designating the License File

1. Click OK in the Remove Programs From Your Computer dialog box.

The License Manager Install Path and License File Location dialog box appears.

2. In the first text field, specify the directory path where you want to install the Cadence License Manager. The default directory is: c:\OrCAD\license_manager

3. In the second text field, specify the path to the license file you received from OrCAD, including the name of the license file itself. (Use the Browse button to locate the license file you copied to your computer.)

Note: You can leave the second text field blank. You will still be able to install the License Manager, but you will not be able to run the License Manager until you supply a license file to the installation. (See Updating the License File on page 55.)

4. Click Next.

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Cadence PCB Series Installation Guide for WindowsDesignating the License File

The License Server dialog box appears.

5. If the text boxes are not grayed out, make any necessary changes in the License Server dialog box, as explained below:

❑ Change the port number specification of the License Manager daemon (LMGRD.EXE) in the Port Number text box.

❑ Change the host name of a license server in the Host Name text box.

❑ Change the path to the vendor daemon (CDSLMD.EXE) in the Path to CDSLMD.EXE text box.

6. Click Next.

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The Select Program Folder dialog box appears.

7. Specify a program folder (or leave the default folder), then click Next.

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The Installation Summary dialog box appears.

8. Click Next if all the information is correct. (Use the Back button to return to a previous dialog and correct any mistakes.)

The License Manager is installed and initialized.

When the process is complete, the License Manager Test message box appears to confirm that the process was successful.

Note: If you supplied a redundant license servers license file, the License Manager is installed and a message about synchronizing redundant servers appears.

9. Click OK to dismiss either message.

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The Install Products dialog box appears.

10. Click Yes.

The installation takes you directly to the beginning of the process of installing products (see Installing the Products on page 41).

Note: If you click No, the Save Information for Install Products dialog box appears.

❑ Specify a location to save INSTALLINFO.TXT and click Next.

The information is saved so you can retrieve it later to complete the installation of the products.

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Cadence PCB Series Installation Guide for WindowsDesignating the License File

The Setup Complete dialog box appears.

Select View the FLEXlm End Users Guide if you want to read the FLEXlm manual.

Tip

If you clicked Yes in the Install Products dialog box (Step 7 above), the Setup Complete dialog box does not appear. However, you can still view the FLEXlm End Users Guide by clicking Start — Programs — Cadence License Manager and choosing FLEXlm Users Guide.

11. Click Finish.

The process of setting up licensing is complete.

Note: The Installer detects if any locked files (.EXE, .DLL) are found. If so, a message appears reminding you to reboot the system when the installation process is done.

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Cadence PCB Series Installation Guide for WindowsInstalling the Products

Installing the Products

This chapter discusses the following:

■ Beginning the Installation Process on page 41

■ Identifying the License Manager on page 43

■ Selecting the Products to Install on page 45

■ Selecting the Products to Install on page 45

■ Specifying the Working Directory on page 47

■ Choosing Product Options on page 48

Beginning the Installation Process

To Begin the Installation

1. If you are using a dongle, attach it to the appropriate parallel port or USB port of the computer before you begin installing the software.

2. Insert the first disk of the product CD set into your CD-ROM drive (if applicable, during the installation you will be reminded to insert other disks) and click Install Software on the splash screen.

Tip

If the installation does not begin automatically when you insert the first disk into your CD-ROM drive, start the installation by browsing the root directory of the first disk and double-clicking on SETUP.EXE. Or, type the path to SETUP.EXE in the Run dialog box (from the Start menu) and click OK.

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The License Agreement dialog box appears.

3. Enable I accept the terms of the license agreement to proceed with the installation process.

Note: Enable I do not accept the terms of the license agreement to abort the installation process.

4. Click Next.

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The Install Options dialog box appears.

5. Choose Install Products.

Identifying the License Manager

Before you install products on a computer accessible over a network (referred to as a file server), you must first install the License Manager software (see Setting up Licensing on page 21) and provide it with the location of your license file. (The product licensing needs the licensing data that results from running Set Up Licensing.) One way to supply the licensing data to the product installation is by supplying the INSTALLINFO.TXT file you had the opportunity to save at the end of either the Set Up Licensing or the Update Licensing on License Server section. Instead of supplying the location of INSTALLINFO.TXT, you can enter the port numbers and host names of your license servers in the text fields provided in the License Manager Communication dialog box.

Note: If you have not yet received a license file from your local VAR, you can leave the text fields blank and click Next in the dialog box. You can still install the products, but you must install the License Manager before you can run the products.

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Cadence PCB Series Installation Guide for WindowsIdentifying the License Manager

To Identify the License Manager

1. Click Install Products in the Install Options dialog box.

A message about disabling virus detection programs appears.

Important

Ensure that the computer’s virus detection software is disabled, and that no other programs are running, before proceeding.

The License Manager Communication dialog box appears.

2. Supply the following information:

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❑ The location of the INSTALLINFO.TXT file you saved when you ran Set Up Licensing or Update Licensing on License Server.

-or-

❑ The port number and host name of the license server in the Port Number and Host Name text fields.

3. Click Next.

Selecting the Products to Install

To Select the Products

1. Click Yes in the User Information Confirmation dialog box.

The Control File Location dialog box appears.

2. In the text field, specify the path to the control file you received from your local VAR, including the name of the control file. (You can use the text field’s Browse button to locate the control file on your computer.)

Note: You do not need to specify a control file. The text field for the control file location

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Cadence PCB Series Installation Guide for WindowsSelecting the Products to Install

is blank unless you clicked Yes in the Install Products dialog box during Set Up Licensing. If so, the Installer uses the location of the license file as the basis for the search for the control file and the license file’s path appears as the default control file location.

3. Click Next.

The Select Products dialog box appears.

4. Select the specific products you want to install by checking the boxes next to the product names.

Note: Consult the feature map you received from your local VAR (see Licensing Requirements on page 15) to determine which products you are actually licensed for. This will avoid installing products that will not run. If you supplied a control file in the Control File Location dialog box, you will see that all the products you are eligible to install are pre-selected for you in the Select Products dialog box. If you do not want to install all the products that are pre-selected, uncheck the products you do not want to install.

Note: The Installer warns you if the space required exceeds the space available. If this happens, you can either deselect some products or use the Browse button to specify a different drive. If this does not help, you may have to end the installation and “free up” some space on a hard drive, then restart the installation.

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5. Click Next.

Specifying the Working Directory

To Specify the Working (HOME) Directory

The Working Directory dialog box appears.

1. Specify a path for your default working directory or accept the default directory.

2. Click Next.

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Cadence PCB Series Installation Guide for WindowsChoosing Product Options

Choosing Product Options

The Footprint Viewer Options dialog box appears.

Note: This dialog box only appears if you are installing OrCAD Capture CIS.

1. Choose the desired footprint viewer for either PCB Editor or OrCAD Layout, or choose None if you do not want to set up a footprint viewer.

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a) If you choose PCB Editor footprint viewer, the PCB Editor Footprint Library Path dialog box appears.

Specify the library path, or use the Browse button to locate a folder.

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b) If you choose OrCAD Layout footprint viewer, the Layout Footprint Library Path dialog box appears.

Specify the library path, or use the Browse button to locate a folder.

2. Click Next.

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The Select Program Folder dialog box appears.

3. Specify a program folder (or leave the default folder), then click Next.

The files are installed.

Note: By default, the products are installed system-wide and are available to all users.

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The Installation Summary dialog box appears.

4. Click Next if you are satisfied with the setings. (Click Back if you want to change any settings.)

The files are installed.

The Licensed Products Not Installed dialog box appears if a product you selected to be installed is not found on the installation CD.

5. Make note of the information, or click the Printable Version button to display the information in a text editor file that you can save to your computer, then click Next.

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The Installer detects if any locked files (.EXE, .DLL) are found. If so, the Restart Windows dialog box appears reminding you to reboot the system.

If the Restart Windows dialog box appears, enable one of the two options and click Finish.

Product installation is complete.

Important

You must log on with administrative privileges when the system reboots in order to update the registry correctly.

Note: If you enable No, I will restart my computer later, you must remember to reboot the system and log on with administrative privileges before attempting to run the installed OrCAD software.

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Cadence PCB Series Installation Guide for WindowsSpecial Tasks

Special Tasks

This chapter discusses the following:

■ Updating the License File on page 55

■ Updating the Products on page 65

■ Installing Remote Clients on page 65

■ Switching Releases on page 72

■ Uninstalling on page 75

Updating the License File

Running Update License File updates or changes your network licensing. Use this process if your current license file is about to expire, if you purchase additional licenses for products that you have already installed, or if you did not supply a license file during the running of Set Up Licensing (in the Install Options dialog box).

The FLEXlm version 8.2 (or later) License Manager requires the cooperation and coordination of the LMGRD.EXE file (a “License Manager daemon” provided by the makers of the FLEXlm License Manager software) with the CDSLMD.EXE file (a “vendor daemon” provided by your local VAR).

You will probably only have to change the port number specification of the License Manager daemon (LMGRD.EXE) in the Port Number text box (in the License Server dialog box or in the Redundant License Servers dialog box) on those rare occasions when you happen to have software other than OrCAD software that is licensing itself using a FLEXlm License Manager, and the other FLEXlm License Manager’s daemon happens to also be using OrCAD’s port number specification (usually, 5280). So that the two FLEXlm License Managers would not “collide,” you would have to change the port number specification of one of the FLEXlm License Managers to some number other than 5280.

You will probably have to change the path to the vendor daemon using the Path to CDSLMD.EXE text box (in the License Server dialog box or in the Redundant License Servers dialog box) when you receive a new license file from OrCAD, because the default path OrCAD inserts into the license file is C:\Program Files\OrCAD\Cadence License

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Manager\CDSLMD.EXE and your License Manager software is probably not installed at that particular location.

To Update the License File

1. Insert the first disk of the product CD set into your CD-ROM drive.

The License Agreement dialog box appears.

2. Enable I accept the terms of the license agreement to proceed with the installation process.

Note: Enable I do not accept the terms of the license agreement to abort the installation process.

3. Click Next.

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The Install Options dialog box appears.

4. Click Update License File.

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The Update Licensing Options dialog box appears.

5. Click one of the two buttons, as explained below:

❑ Run Update Licensing on License Server to update the license file that the license server uses. This process updates the number of licenses and the expiration date, updates a license file with a different host name and/or port number, or adds additional product licensing to the license server.

Note: You should run Update Licensing on License Server before you run Update Licensing on File Server.

❑ Run Update Licensing on File Server to synchronize the license information on the file server with the updated license file on the license server. You should run Update Licensing on File Server after you run Update Licensing on License Server.

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Updating Licensing on the License Server

To Update Licensing on the License Server

1. Click Update Licensing on License Server in the Update Licensing Options dialog box.

The License File Location for Update dialog box appears.

2. In the text field, specify the path to the license file you received from OrCAD, including the name of the license file itself.

Use the Browse button to locate the license file on your computer.

Tip

For more details about the license file, see Understanding OrCAD Licensing on page 15.

3. Click Next.

Note: If you have a redundant license servers license file, the Redundant License Servers dialog box appears after you click Next. Make the necessary changes in the

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Redundant License Servers dialog box (port number, host name, path to vendor daemon). After you click OK, confirmation and reminder messages appear.

The License Server dialog box appears.

Make any necessary changes in the License Server dialog box, as explained below:

❑ Change the port number specification of the License Manager daemon (LMGRD.EXE) in the Port Number text box.

❑ Change the host name of a license server in the Host Name text box.

❑ Change the path to the vendor daemon (CDSLMD.EXE) in the Path to CDSLMD.EXE text box.

4. Click Next.

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The following confirmation message appears:

5. Click OK to dismiss the message.

The Synchronization Procedure dialog box appears.

6. Click Yes to go directly to the process of updating the licensing on the file server. (See Updating Licensing on the File Server on page 62.)

-or-

Click No to save the update information for later use.

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The Save Information for Update Licensing on File Server dialog box appears.

7. Specify a location to save INSTALLINFO.TXT and click Next.

Updating Licensing on the File Server

To Update Licensing on the File Server

1. Click Update Licensing on File Server in the Update Licensing Options dialog box.

The Update File Server Licensing dialog box appears.

Note: If you clicked Yes in the Synchronization Procedure dialog box during Update Licensing on License Server, the Update File Server Licensing dialog box does not

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display.

2. Click Yes.

The License Manager Communication dialog box appears.

Note:

❑ If you have redundant license servers, that version of the License Manager Communication dialog box appears when you click Yes.

❑ If you click No, the installation takes you back to the Update Licensing Options dialog box, so you can run Updating Licensing on the License Server on page 59.

3. Supply the following information:

❑ The location of the INSTALLINFO.TXT file you saved when you ran either Set Up Licensing or Update Licensing on License Server.

❑ The port numbers and host names of the license servers in the Port Number and Host Name text fields.

then click Next.

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The File Server Location dialog box appears.

4. Specify the path where the file server is located (location of COMPNTS.DAT), then click Next.

5. A confirmation message appears.

6. Click OK to dismiss the message.

The process of updating the licensing on the file server is done.

7. Restart your computer after the licensing file has been updated.

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Updating the Products

Installing Service Packs

After each main or “baseline” release, OrCAD begins developing Service Packs. These updates are based on each main release and contain bug fixes.

Windows updates only replace changed files on a full previous installation; you no longer have to uninstall your product to reinstall an update.

You can obtain update files and specific installation instructions through your local VAR.

Installing Remote Clients

After installing the License Manager software on a license server (see Network Installation on page 18), and after installing the products on a file server (see Administrative File Server Installation on page 19), you can set up remote client computers using the SETUP.EXE that was created as a result of an administrative file server installation.

■ You can run a remote client installation interactively, which involves clicking dialog box buttons and answering prompts during the installation process.

■ You can run a remote client installation automatically, which involves first running a remote client installation interactively, during which your responses to dialog boxes and prompts are recorded. Then you run subsequent remote client installations automatically based on the saved information.

Note: Even though both sets of instructions for installing remote clients use the technique of mapping a drive to the file server, you can alternatively use a UNC path to specify the file server’s location.

Running an Administrative File Server Installation

To Run an Administrative File Server Installation

1. Insert the first disk of the product CD set into the CD-ROM drive on the file server. If the installation automatically begins, dismiss the splash screen containing the Install Software, Browse Software, and View Readme buttons.

2. Choose Run from the Start menu to display the Run dialog box.

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In the Run dialog box, type the path to the SETUP.EXE on the product CD disk, followed by -admin.

For example, if your CD-ROM drive is E:, you would type:

E:\SETUP.EXE -admin

in the Run dialog box, then click OK to begin the administrative file server installation.

3. Verify that a CLIENT_SETUP_16.0 folder is created in the destination folder you specified during the installation and that it contains a SETUP.EXE (along with a few other installation-related files).

Installing a Remote Client Interactively

To Install a Remote Client Interactively

1. Perform an administrative file server installation to create a SETUP.EXE.

2. On the computer you want to set up as a remote client, map one of its drives to the destination folder on the administrative file server.

For example, if you specified a destination folder during the administrative file server installation as:

C:\OrCAD\AdminFileServer

you would map the remote client computer’s drive to that folder level, not to C:\OrCAD\AdminFileServer\CLIENT_SETUP_16.0.

3. On the remote client computer, use the drive mapping to navigate to the CLIENT_SETUP_16.0 folder on the administrative file server, then double-click on SETUP.EXE.

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The License Agreement dialog box appears.

4. Enable the I accept the terms of the license agreement checkbox to accept the License Agreement.

5. Click Next to proceed with the installation process.

Note: If you do not want to accept the License Agreement, enable the I do not accept the terms of the license agreement checkbox and click Next to abort the installation process..

A message about disabling virus detection programs appears.

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Important

Ensure that the computer’s virus detection software is disabled, and that no other programs are running, before proceeding.

6. Click OK to dismiss the message.

The Remote Client Installation Path dialog box appears.

7. Specify a destination folder, then click Next.

The Working Directory dialog box appears.

8. Specify a path, then click Next.

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The Select Program Folder dialog box appears.

9. Specify a program folder, then click Next.

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The Installation Summary dialog box appears.

10. Review the settings, then click Next.

The files are installed.

Note: In a remote client installation, you are not presented with a Select Products dialog box, because it is presumed that the remote client computer should be given access to all of the products you installed on the administrative file server. Therefore, all the administrative file server’s products are listed in the Products to install category in the Installation Summary dialog box. The remote client computer is automatically given icons to access each product installed on the administrative file server.

Installing a Remote Client Automatically

To Install a Remote Client Automatically

1. Perform an administrative file server installation to create a SETUP.EXE file.

2. Go to the computer you want to set up as a remote client and map one of its drives to the destination folder on the administrative file server.

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For example, if you specified a destination folder during the administrative file server installation as:

C:\OrCAD\AdminFileServer

you would map the remote client computer’s drive to that folder level, not to C:\OrCAD\AdminFileServer\CLIENT_SETUP_16.0.

3. On the remote client computer, choose Run from the Start menu to display the Run dialog box.

4. In the Run dialog box, type the path to the SETUP.EXE on the administrative file server, followed by a space, then -r, then click OK.

For example, in the Run dialog box, you would type:

\\Server1\OrCAD\AdminFileServer\CLIENT_SETUP_16.0

\SETUP.EXE -r

5. Go through the remote client installation as detailed in steps 4 through 9 in Installing a Remote Client Interactively on page 66.

The -r switch you entered after SETUP.EXE in the Run dialog box assures that each mouse click and keyboard entry is recorded in SETUP.ISS as you go through the steps interactively.

6. Navigate to the remote client computer’s WINNT folder for Windows 2000 (or WINDOWS folder For XP Pro), locate the file named SETUP.ISS and copy it to the CLIENT_SETUP_16.0 folder on the administrative file server.

7. On any remote client computer, map a drive (for example, M) to the administrative file server

\\Server1\OrCAD\AdminFileServer

and run silent_install.bat in the CLIENT_SETUP_16.0 directory:

M:\CLIENT_SETUP_16.0\silent_install.bat

When the silent installation has completed, a log file named SETUP.LOG is created on the client side in the directory C:\TEMP. This file records whether an installation was successful, and it logs any error codes that are returned. (A setup program running silently does not display any dialog boxes, even if an error occurs.) Check the log file to verify the state of the installation. The following codes indicate the results:

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Synchronizing Licensing on a Remote Client

If you have updated the license file, you need to synchronize the license file on a remote client computer with the updated license file on the license server. To do this, you must first perform the following:

■ Updating Licensing on the License Server on page 59

■ Updating Licensing on the File Server on page 62

To Synchronize Licensing on a Remote Client

1. From the Start menu, point to Programs, point to the program group you specified during the remote client installation, then choose Synchronize Licensing With Server.

2. A confirmation message appears.

3. Click OK to dismiss the message.

The process of synchronizing the licensing on the remote client is done.

Switching Releases

With Release 16.0, a utility is provided that allows you to switch between installed releases of the OrCAD tools. All previous OrCAD releases are supported. (For example, if you still have Release 15.7 installed and running and you have just installed Release 16.0, you can switch back to run Release 15.7 if you need to work on legacy designs.)

Note: For Release 16.0, the OrCAD product installation PATH setting is specified relative to CDSROOT. This allows you to switch the installation by modifying one environment variable (CDSROOT), which also facilitates the Switch Release utility. In prior releases, the PATH setting was absolute.

Log File Code Meaning

resultCode = 0 The installation succeeded.

resultCode = -5 The SETUP.ISS response file could not be found.

resultCode = -3 The SETUP.ISS response file is missing information.

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The Cadence Switch Release utility does the following:

■ Sets the CDSROOT variable to the root directory for the release you want to switch to.

■ Changes the PATH variable so that the release you are switching to will be searched first before any other releases of OrCAD software.

■ Creates a log file in the folder C:\Program Files\Cadence Switch Release so you can track changes to the PATH variable.

Cadence Switch Release automatically searches your system and displays the installed releases, except for client/server installations. You need to add client/server installations manually. If you have deleted the installation registry after completing the installations, you need to add those manually also.

To Switch Releases

1. From the Start menu, choose Programs, choose OrCAD 16.0, then choose Cadence Switch Release.

The Cadence Switch Release dialog box appears.

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2. From the list in the Select Release frame, select the release you want to switch to.

Any changes to environment variables that result from the switch to a different release appear in the Env Changes list.

3. Click OK to switch to the release you selected.

To Add or Delete Releases

1. Click Manual Configuration if the release you want to switch to is not listed or is installed remotely.

The Manual Configuration dialog box appears.

2. In the Release text box under the Config the Release frame, enter a name for the release you want to add to the list.

Note: You can enter any name for the release, such as Latest release or OrCAD 10.3. You are not restricted to a particular naming format or convention.

3. In the Location (CDSROOT) text box, specify the path to CDSROOT for the desired release, or use the browse button to locate the directory path.

4. Click Add/Update.

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The release you specified appears in the Select the Release list box.

The new release you added also appears in the Select Release list of the Cadence Switch Release dialog box.

5. To delete a release from the list, select the name of the release in the Select the Release list box and click Delete.

6. Click Close to dismiss this dialog box.

Uninstalling

Note: If you perform a series of installations, uninstallations, and reinstallations, you run the risk of corrupting the CDS_LIC_FILE environment variable on the file server or on the remote client computer. If this variable is corrupted, you may be unable to run any products that are still installed. For example, if you had a previous OrCAD release installed, then installed and uninstalled a new release, you may be unable to run any products from the previous OrCAD release. Once the CDS_LIC_FILE environment variable is corrupted, the only remedy is to manually edit the environment variable and reset its value to reflect the license server information, in the form of <port_number>@<host_name>. For example, the value of the CDS_LIC_FILE environment variable for a single license server might be:

CDS_LIC_FILE = 5280@pc1

and for redundant license servers, it might be:

CDS_LIC_FILE = 5280@pc1;5280@pc2;5280@pc3

Uninstalling the License Manager

To Uninstall the License Manager

1. From the Start menu, choose Programs, then select Uninstall Cadence License Manager from the Cadence License Manager program group.

The Confirm Uninstall dialog box appears.

2. Click OK to continue the uninstall process.

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Uninstalling the Products

To Uninstall the OrCAD products

1. From the Start menu, choose Programs, then select Uninstall OrCAD 16.0 Products from the OrCAD 16.0 program group.

The Confirm Uninstall dialog box appears.

2. Click Yes to continue the uninstall process.

To Uninstall the File Server and Remote Client

The file server is a true server without a start menu, registry entries, or environment setup. You must use the Add/Remove Programs feature of the Windows Control Panel in order to uninstall the file server and remote client.

For remote client (interactive mode and silent mode), you can use the Start menu and select Uninstall OrCAD 16.0 Products from the OrCAD 16.0 program group.

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Getting Help

This chapter discusses the following:

■ Frequently Asked Questions on page 77

■ Requesting a License on page 79

■ Service Pack Information on page 79

■ Customer Support on page 80

Frequently Asked Questions

How do I uninstall the Release 16.0 software manually?

1. Browse the Release 16.0 installation CD and open the file SETUP.INI in the root directory to get the unique GUID. Use this GUID in the following step.

2. Delete the directory:

C:\Program Files\InstallShield Installation Information\{GUID}

Note: This directory is hidden. If you cannot see it from Windows Explorer, click Tools — Folder — Option — View — Show hidden files and folders.

3. Remove the following InstallSheild registry entry:

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Uninstall\{GUID}

4. Remove the target directory.

5. Remove the program folder.

How can I install Release 16.0 into different locations with the same CD image from the same machine?

Release 16.0 does not support installation into different locations.

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Note: When you run the installation for the second time with the same CD on the same machine, the target directory cannot be changed. This is the correct behavior for this release.

Caution

You should not attempt to modify the registry information. If you modify the registry, the update process will not work.

How can I set up the environment again (start menu, registry entry, .INI file, branding OrCAD products, etc.) without installing additional products?

Use the same base CD image and go through the whole installation process again. Click Next in each dialog box to proceed.

The installer will automatically add the programs in this release to the Windows Firewall Exceptions list for Windows XP, Service Pack 2. How can I disable this functionality during installation? How can I remove the programs from the exceptions list if the anti-virus program is not compatible with Windows XP, SP2, or if this setup is not allowed for my corporate firewall policy?

The installer searches the destination directory for the programs and then adds them to the Windows Firewall Exceptions list. It sets up one registry entry for each program under the following registry keys:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services \SharedAccess\Parameters\FirewallPolicy\DomainProfile \AuthorizedApplications\List

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services \SharedAccess\Parameters\FirewallPolicy\StandardProfile \AuthorizedApplications\List

If you want to disable this functionality during installation, you must run "setup.exe" from a DOS Command Prompt window with the following switch:

setup.exe -nofirewallexceptions

You can use the DOS command reg.exe to create a script that deletes all the registry entries for this release.

How can I verify the correct installation of the dongle driver?

To check the installation of a dongle driver, open a DOS Command Prompt window and run:

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lmutil lmhostid -hostname

Is there a way to run Capture if I don’t have administrative privileges on my machine?

1. Copy the file capture.ini to a folder (example: <myfolder>) where you have write permission.

2. Modify the shortcut for the Capture program as follows:

D:\OrCAD\OrCAD_16.0\tools\capture\capture.exe -i <myfolder>

Requesting a License

If you need to change your license (for instance, you want to purchase additional products), or if you need additional licenses for other users, contact your local OrCAD Value Added Reseller (VAR).

To Find Contact Information for Your Local VAR, Go To:

http://www.cadence.com/products/orcad/index.aspx

Service Pack Information

Service Packs are made available periodically after a main release ships. These typically contain bug fixes and minor performance or functional enhancements based on the current main release.

The OrCAD software update process works on an "as-requested" model. You must contact your local VAR in order to be alerted about an update. Under this process, you will receive an email when selected product updates are available. These emails will contain a link to an online order form. When you are ready to receive and install the release, complete and submit your order.

Note: You must have a current maintenance agreement to be eligible for software updates.

Windows updates only replace changed files on a full previous installation; you no longer have to uninstall your product to reinstall an update.

You can obtain update files and specific installation instructions through your local VAR. Update files have a version number like 16.0.0, where the last number will increment with

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each new update. Product updates are cumulative, so you need only obtain the latest version, even if your 16.0 software is a few revisions from the current version.

Customer Support

OrCAD Customer Support is available through your local VAR. There are specific email addresses, phone and FAX numbers for different regions of the world. The following website provides contact details for your particular area.

To Find Contact Information for Your Local VAR, Go To:

http://www.cadence.com/products/orcad/index.aspx

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