Omgeo OASYS Workstation Installation Guide. Version 6.4 December 13, 2011

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1 Omgeo OASYS Workstation Installation Guide Version 6.4 December 13, 2011

2 Copyright 2011 Omgeo LLC. All rights reserved. This publication (including, without limitation, any text, image, logo, compilation, code and/or design) is proprietary and protected by copyright. This publication is for exclusive use by users authorized by Omgeo LLC. If you received this publication from Omgeo by any electronic medium, you are granted a limited, non-exclusive, non-transferable, non-sublicensable, and freely revocable license. This license enables you to download and store this publication on your computer and print copies for your own use. Except if and as authorized by the foregoing, no part of this publication may be printed, stored, reproduced, copied, altered, modified, posted, distributed, transmitted, displayed, published, sold, licensed, or used in any form or by any means, without Omgeo s prior written approval. Omgeo has attempted to ensure the accuracy, timeliness, and completeness of this publication, but makes no warranties and assumes no responsibility relating thereto. The content of this publication may change from time to time without notice; readers are advised to refer to the latest version available. Omgeo and the Omgeo logo are registered service marks owned by Omgeo LLC, 22 Thomson Place, Boston, MA All names of Omgeo services referenced herein are either registered service marks or service marks of Omgeo LLC in the United States and elsewhere. Other product or company names appearing in this publication are trade or service marks of their respective owners. The U.S. Securities and Exchange Commission regulates several Omgeo services. For more information, visit Omgeo has approved this document for public distribution. The examples, pictures, and data are for illustrative purposes only. This document contains no actual trade data. Publication Date: December 13, 2011 Publication Code: oa127 Service: Omgeo OASYS Service Version: 6.4 Title: Workstation Installation Guide

3 Table of Contents TABLE OF CONTENTS Preface... 3 Audience...3 Typographic Conventions...3 Related Documents and Training...3 Questions? Getting Ready... 5 Introduction...5 Before You Install Omgeo OASYS Information Required for the Installation...5 Disabling the Windows User Account Control (Windows 7 and Vista)...6 Upgrading to Omgeo OASYS Upgrading from a version previous to Omgeo OASYS Upgrading from Omgeo OASYS Upgrading from Omgeo OASYS 6.x...7 After You Install Omgeo OASYS SQL Server Express Installing Omgeo OASYS... 9 Introduction...9 Installing Omgeo OASYS 6.4 on Windows Starting the Installation...9 Installing the Required Components...10 Installing Microsoft SQL Server 2008 Express Edition...10 Installing SQL Server 2008 Books Online...15 Installing Microsoft Visual C Redistributable Files...17 Installing the Omgeo OASYS 6.4 Workstation...19 Installing Omgeo OASYS 6.4 on Windows XP and Windows Vista...21 Starting the Installation...21 Installing the Required Components...22 Installing Windows Installer 3.1 (XP Only)...22 Installing Microsoft SQL Server 2005 Express Edition...23 Installing Microsoft Visual C++ Redistributable Files...27 Installing the Microsoft.NET Framework Installing SQL Server Management Studio Express...30 Installing SQLXML Installing SQL Server 2005 Books Online...33 Workstation Installation Guide 1

4 Table of Contents Installing the Omgeo OASYS 6.4 Workstation...35 Setting Up Access to the OASYS Host...37 Setting Up and Logging into the OASYS Workstation...38 Configuring Connections to the OASYS Host...42 Configuring Omgeo OASYS F5 SSL VPN...42 Configuring a Modem Connection...43 Accessing Local Devices...43 Completing the Workstation Setup...45 Configuring Remote Access to SQL Server Express...45 ODBC Configuration...45 SQL Server Express Configuration...48 SQL Server Surface Area Configuration...48 Firewall Configuration on Remote Server PC...49 Workstation Configuration on the Local PC Solving Installation Problems Introduction...53 Error Messages from Windows Vista...53 Editing the Database Build Script and Running It Manually...53 Problems Connecting to OASYS Database...53 Creating an ODBC Data Source...54 Uninstalling Omgeo OASYS If the Installation Fails...58 Omgeo OASYS Version 6.4, December 13,

5 PREFACE This document describes how to install or upgrade to Omgeo OASYS SM 6.4. Audience This document is for anyone installing Omgeo OASYS 6.4. Typographic Conventions Unless otherwise noted in the text, this manual uses the following conventions: Type Style Usage Examples Bold Emphasis in body text Always process all of your settlement model data before processing any of your account-specific data. Italic New terms or concepts The Place of Trade Group is... User interface buttons Click OK. Citations Refer to the System Requirements. SMALL CAPS Keystrokes [CTRL+F5] [ALT+M] [ENTER] Related Documents and Training For related documents and all documents referenced in this manual, go to documentation. Omgeo also offers training to clients on how the product works and how to use it. Course information and a calendar of offerings are available at Questions? Omgeo s Client Contact Center (CCC) provides general assistance and technical help. Visit to: Enter a service request or check the status of an existing service request Search our knowledge base Access our library of documentation Obtain additional contact information Workstation Installation Guide 3

6 Preface Omgeo OASYS Version 6.4, December 13,

7 1. GETTING READY Introduction This chapter describes the steps to take before installing Omgeo OASYS 6.4, and the steps to upgrade from previous versions of the application. The chapter also gives an overview of the Microsoft SQL Server Express database application used by Omgeo OASYS 6.4. Before You Install Omgeo OASYS 6.4 Before you install OASYS 6.4: 1. Verify that your workstation meets the OASYS system requirements, described in the System Requirements document, located in the Omgeo Documentation Library at documentation. 2. Gather the required information, as described in Information Required for the Installation. 3. If you are connecting over OASYS F5 SSL VPN (Secure Sockets Layer Virtual Private Network), disable the Windows User Account Control. Follow the procedure in Disabling the Windows User Account Control (Windows 7 and Vista). Information Required for the Installation Before installing Omgeo OASYS 6.4, gather the following information: Your Omgeo acronym (used as Site ID), host ID, and host password. An administrative password you want to use with the OASYS administrative login, oadmin. You are prompted to enter this password during the installation of the workstation. Note Safeguard your OASYS administrative password. If you misplace it, contact the Omgeo Customer Contact Center to reset this password. A non-administrative login and password you want to use for OASYS. You are prompted to enter these credentials the first time you start the OASYS workstation. To use the OASYS F5 SSL VPN (Secure Sockets Layer Virtual Private Network) connection, you need an Omgeo SSL VPN user name and password. Contact Omgeo for these credentials. Workstation Installation Guide 5

8 Disabling the Windows User Account Control (Windows 7 and Vista) If you are using OASYS F5 SSL VPN, Omgeo recommends that you disable the User Account Control (UAC). When UAC is active, each SSL VPN connection to the OASYS host requires manual validation. In addition, the UAC prevents the OASYS 6.4 Workstation Event Log option from functioning. Note To change the UAC, log in as Administrator. To disable the UAC settings: 1. Select User Accounts in the Windows Control Panel. 2. Click User Accounts. 3. Select Turn User Account Control on or off. 4. Uncheck Use User Account Control (UAC) to help protect your computer and click OK to complete the change. 5. Restart the workstation to apply this change. Upgrading to Omgeo OASYS 6.4 Follow the appropriate procedure in this section to upgrade to Omgeo OASYS 6.4 from previous versions of the application. Upgrading from a version previous to Omgeo OASYS To upgrade from Omgeo OASYS 4.x or from a version of Omgeo OASYS 5.x previous to Omgeo OASYS 5.2.1, first upgrade to Omgeo OASYS 5.2.1: 1. Use the Omgeo OASYS Backup tool to back up all data. 2. Install Omgeo OASYS Note Omgeo OASYS replaces the OASYS MSDE database used in prior versions with a Microsoft SQL Server 2005 Express database. The OASYS installation program copies the data from your MSDE database to the new SQL Server 2005 Express database. 3. Install Omgeo OASYS 6.4 as described in Installing Omgeo OASYS on page 9. Upgrading from Omgeo OASYS If you are upgrading from Omgeo OASYS 5.2.1: 1. Install Omgeo OASYS 6.4 as described in Installing Omgeo OASYS on page Verify that Omgeo OASYS 6.4 is working as expected. 3. Remove Omgeo OASYS Note Because OASYS and 6.4 use different SQL Server 2005 databases, the OASYS 6.4 installation program leaves the database intact. Omgeo OASYS Version 6.4, December 13,

9 Upgrading from Omgeo OASYS 6.x If you are upgrading from any version of Omgeo OASYS 6.x, simply install Omgeo OASYS 6.4 as described in Installing Omgeo OASYS on page 9. Note Because OASYS 6.4 uses a different SQL Server 2005 databases than previous 6.x versions, the OASYS 6.4 installation program leaves the previous 6.x database intact. After You Install Omgeo OASYS 6.4 If you are configuring Omgeo OASYS 6.4 to connect to a centralized SQL Server database, set up the SQL Server and the local workstation. To set up the SQL Server, follow the procedure in Configuring Remote Access to SQL Server Express on page 45. To set up the local workstation, follow the procedure in Workstation Configuration on the Local PC on page 51. SQL Server Express OASYS 6.4 installs and uses SQL Server 2008 Express for Windows 7 and SQL Server 2005 Express for Windows XP and Windows Vista. OASYS 6.4 also installs SQL Server Management Studio Express. Note Use SQL Server Management Studio Express only under the direction of an Omgeo Support representative. For more information, refer to SQL Server 2008 Express Books Online or SQL Server 2005 Express Books Online, installed with Omgeo OASYS 6.4. Workstation Installation Guide 7

10 Omgeo OASYS Version 6.4, December 13,

11 2. INSTALLING OMGEO OASYS Introduction This chapter provides the procedures for installing Omgeo OASYS 6.4 on Windows 7, Windows XP, and Windows Vista. Follow the installation instructions that are appropriate for your platform. Note Before installing Omgeo OASYS 6.4, gather the appropriate information and verify that the workstation meets specifications, as described in Getting Ready on page 5. Installing Omgeo OASYS 6.4 on Windows 7 This section describes installing Omgeo OASYS6.4 on a workstation running Windows 7. Starting the Installation To start the installation of Omgeo OASYS 6.4: 1. Download the Omgeo OASYS 6.4 application for Windows 7 from to a folder of your choice. 2. Go the Start menu and click Run Click Browse, browse to folder into which you downloaded the installation application, select setup.exe, and then click OK. The Omgeo OASYS 6.4 InstallShield Wizard window (Figure 2.1) appears. Figure 2.1 OASYS 6.4 InstallShield Wizard Note This list includes only components required by Omgeo OASYS 6.4 that are not currently installed on your workstation. 4. Click Install and follow the procedure in Installing the Required Components on page 10. Workstation Installation Guide 9

12 Installing the Required Components Omgeo OASYS 6.4 requires the following components on your Windows 7 workstation: SQL Server 2008 Express Edition Microsoft Visual C SP1 Redistributable Package Microsoft SQL Server Management Studio Express (optional) Microsoft SQL Server 2008 Express Books Follow the prompts in each window to install the components that are missing from your Windows 7 workstation. Installing Microsoft SQL Server 2008 Express Edition 1. In the SQL Server Installation Center window (Figure 2.2), click New installation or add features to an existing installation. Figure 2.2 SQL Server Installation Center Omgeo OASYS Version 6.4, December 13,

13 2. In the End User License Agreement window (Figure 2.3), review the license agreement, click I accept the license terms, and then click Next. Click Print if you would like a copy of the license agreement for your files. Figure 2.3 SQL Server 2008 End User License Agreement 3. In the Setup Support Files window (Figure 2.4), click Install. Figure 2.4 SQL Server 2008 Setup Support Files 4. In the Feature Selection window (Figure 2.5 on page 12): a. Select Database Engine Services. b. (Optional) To install the SQL Studio Management Studio, select Management Tools - Basic. Workstation Installation Guide 11

14 c. (Optional) To install the Software Development Kit, which contains connectivity resources for developers, select SQL Client Connectivity SDK. d. Click Next. Figure 2.5 SQL Server 2008 Feature Selection 5. In the Instance Configuration window (Figure 2.6), do not change the default Named Instance, Instance ID, or Instance root directory. Click Next. Figure 2.6 SQL Server 2008 Instance Configuration Omgeo OASYS Version 6.4, December 13,

15 6. In the Server Configuration window (Figure 2.7), click Next. Figure 2.7 SQL Server 2008 Server Configuration 7. In the Database Engine Configuration window (Figure 2.8 on page 14): a. Verify that your user name is included in the Specify SQL Server administrators list. If not, click Add Current User. b. Click Next. Workstation Installation Guide 13

16 Figure 2.8 SQL Server 2008 Database Engine Configuration 8. In the Error Reporting window (Figure 2.9), click Next. Figure 2.9 SQL Server 2008 Error Reporting Omgeo OASYS Version 6.4, December 13,

17 9. In the Complete window (Figure 2.10), click Close. Figure 2.10 SQL Server 2008 Complete 10. Click to close the SQL Server Installation Center window (Figure 2.11) Figure 2.11 SQL Server Installation Center Installing SQL Server 2008 Books Online To install SQL Server Books Online, follow this procedure: 1. In the Welcome to the Installation Wizard for Microsoft SQL Server 2008 R2 Books Online window (Figure 2.12 on page 16), click Next. Workstation Installation Guide 15

18 Figure 2.12 Microsoft SQL Server 2008 R2 Books Online Setup 2. In the License Agreement window (Figure 2.13), review the license agreement and click I accept the terms of the license agreement. Then, click Next. Figure 2.13 SQL Server Books Online License Agreement 3. In the Registration Information window (Figure 2.14), enter your name and company, and click Next. Figure 2.14 SQL Server Books Online Registration Information Omgeo OASYS Version 6.4, December 13,

19 4. In the Ready to Install the Program window (Figure 2.15), click Next. Figure 2.15 SQL Server Books Ready to Install the Program The Installing Microsoft SQL Server 2008 R2 Books Online window (Figure 2.16) appears. Figure 2.16 Installing Microsoft SQL Server 2008 R2 Books Online 5. When the Status indicator shows that the installation of the books is complete, click Next. 6. In the Completing the Microsoft SQL Server 2008 Books Online Setup window (Figure 2.17), click Finish. Figure 2.17 Completing the Microsoft SQL Server 2008 R2 Books Online Installation Installing Microsoft Visual C Redistributable Files The Microsoft Visual C Redistributable Setup installs runtime files required to run applications developed with Visual C++. Omgeo OASYS requires these files. Workstation Installation Guide 17

20 Follow this procedure to install the Microsoft Visual C Redistributable Files: 1. In the Welcome to Microsoft Visual C Redistributable Setup window (Figure 2.18), click Next. Figure 2.18 Welcome to Microsoft Visual C Redistributable Setup 2. In the License Terms window (Figure 2.19), click I have read and accept the license terms, and click Install. Click Print if you would like a copy of the license agreement for your files. Figure 2.19 Microsoft Visual C++ Redistributable License Terms 3. In the Setup Complete window (Figure 2.20), click Finish. Figure 2.20 Microsoft Visual C++ Redistributable Setup Complete Omgeo OASYS Version 6.4, December 13,

21 Installing the Omgeo OASYS 6.4 Workstation To install Omgeo OASYS 6.4, follow this procedure: 1. In the Welcome to InstallShield Wizard for OASYS 6.4 (Figure 2.21), click Next. Figure 2.21 InstallShield Wizard for Omgeo OASYS In the Database Server window (Figure 2.22), in the Database server you are installing to menu, select.\sqlexpress. Leave the default setting of Window authentication credentials of current user. Then, click Next. Figure 2.22 Omgeo OASYS 6.4 Database Server 3. In the Setup Type window (Figure 2.23), select Complete (the default) to install all program features. Figure 2.23 Omgeo OASYS 6.4 Setup Type Workstation Installation Guide 19

22 4. In the Ready to Install window (Figure 2.24), click Install. Figure 2.24 Omgeo OASYS 6.4 Ready to Install 5. In the Enter OASYS Application Password window (Figure 2.25), enter and re-enter the password to use for the administrative login, oadmin. Note Safeguard your OASYS administrative password. If you misplace it, contact the Omgeo Customer Contact Center to reset this password. Figure 2.25 Enter OASYS Application Password 6. When the Status indicator on the Installing OASYS 6.4 window (Figure 2.26) shows that the OASIS 6.4 installation is complete, click Next. Figure 2.26 Omgeo OASYS 6.4 Installing OASYS 6.4 Omgeo OASYS Version 6.4, December 13,

23 7. In the InstallShield Wizard Completed window (Figure 2.27), click Finish. Figure 2.27 Omgeo OASYS 6.4 Installation Wizard Completed 8. Continue the installation by following the procedure in Setting Up Access to the OASYS Host on page 37. Installing Omgeo OASYS 6.4 on Windows XP and Windows Vista The screens shown in this section are based on the Windows XP installation. However, the installation procedure is virtually the same on a Vista. Any differences in procedure are called out in the text or in notes. Starting the Installation To start the installation: 1. Download the Omgeo OASYS 6.4 application for Windows Vista and XP from to a folder of your choice. 2. Go the Start menu and click Run Click Browse, browse to the folder into which you downloaded the application, select setup.exe, and then click OK. Workstation Installation Guide 21

24 The Omgeo OASYS 6.4 InstallShield Wizard (Figure 2.28) appears. Figure 2.28 OASYS 6.4 InstallShield Wizard Note This list includes only components required by Omgeo OASYS 6.4 that are not currently installed on your workstation. 4. Click Install to install the required prerequisites, as described in Installing the Required Components. Installing the Required Components Omgeo OASYS 6.4 requires the following components on your Windows XP or Vista workstation: Windows Installer 3.1 (XP only) Microsoft SQL Server 2005 Express Edition (SP1) Microsoft Visual C Redistributable files.net Framework 2.0 Microsoft SQL Server Management Studio Express SQLXML4.0 Microsoft SQL Server 2005 Books Online Follow the prompts in each window to install the components that are missing from your workstation. Installing Windows Installer 3.1 (XP Only) Follow this procedure to install the Windows Installer 3.1 on your Windows XP workstation: 1. In the Software Upgrade Installation Wizard window, click Next. The Windows Installer License Agreement window appears. 2. Review the license agreement, and click Agree. Then, click Next. The Installation Wizard installs the software while displaying a progress bar. 3. Make sure that all programs and files are closed. Then, click Finish. The Installation Wizard closes the window. Omgeo OASYS Version 6.4, December 13,

25 Installing Microsoft SQL Server 2005 Express Edition Follow this procedure to install SQL Server 2005 Express Edition on your workstation: 1. In the End User License Agreement window (Figure 2.29), review the license agreement and click I accept the licensing terms and conditions. Then, click Next. Click Print if you would like a copy of the license agreement for your files. Figure 2.29 SQL Server 2005 End User License Agreement 2. In the Installing Prerequisites window (Figure 2.30), click Install to install the required software components. Figure 2.30 SQL Server 2005 Installing Prerequisites 3. When the prerequisite software installation is complete, click Next to install SQL Server. 4. In the Welcome to the Microsoft SQL Server Installation Wizard window, click Next. SQL Server Setup performs a System Configuration Check (Figure 2.31), and marks each action item with a green check mark. Workstation Installation Guide 23

26 5. When the system configuration check is complete (Figure 2.31), click Next. Figure 2.31 SQL Server 2005 System Configuration Check 6. In the Registration Information window (Figure 2.32), enter your name and company (optional), and click Next. Figure 2.32 SQL Server 2005 Registration Information Omgeo OASYS Version 6.4, December 13,

27 7. In the Feature Selection window (Figure 2.33), click Next. Figure 2.33 SQL Server 2005 Feature Selection 8. In the Authentication Mode window (Figure 2.34), select Windows Authentication Mode (the default), and click Next. Figure 2.34 SQL Server 2005 Authentication Mode Workstation Installation Guide 25

28 9. In the Configuration Options window (Figure 2.35), select Enable User Instances (the default), and click Next. Figure 2.35 SQL Server 2005 Configuration Options 10. In the Error and Usage Report Settings window, click Next. 11. In the Ready to Install window (Figure 2.36), click Install. Figure 2.36 SQL Server 2005 Ready to Install Program Files Omgeo OASYS Version 6.4, December 13,

29 Setup copies the required program files and displays the Setup Progress window (Figure 2.37). As each SQL component is installed and configured, a green check mark appears next to that component and the Status changes to Setup Finished. Figure 2.37 SQL Server 2005 Setup Progress 12. In the Setup Progress window (Figure 2.37), click Next when the setup of all products is complete. 13. In the Completing Microsoft SQL Server 2005 Setup window (Figure 2.38), click Finish. Figure 2.38 SQL Server 2005 Completing Setup Installing Microsoft Visual C++ Redistributable Files The Microsoft Visual C Redistributable Setup installs runtime files required to run applications developed with Visual C++. Omgeo OASYS requires these files. Workstation Installation Guide 27

30 Follow this procedure to install the Microsoft Visual C Redistributable Files: 1. In the Welcome to Microsoft Visual C Redistributable Setup window (Figure 2.39), click Next. Figure 2.39 Microsoft Visual C++ Redistribution Setup 2. In the Setup Complete window (Figure 2.40), click Finish. Figure 2.40 Microsoft Visual C++ Redistribution Setup Complete Installing the Microsoft.NET Framework 2.0 Follow this procedure to install.net Framework 2.0 on your workstation: 1. In the Welcome to Microsoft.NET Framework 2.0 Setup window (Figure 2.41), click Next. Figure 2.41 Microsoft.NET Framework Setup Omgeo OASYS Version 6.4, December 13,

31 2. In the.net Framework 2.0 End-User License Agreement window (Figure 2.42), review the license agreement. Then, click I accept the terms of the License Agreement, and then Install. Click Print if you would like a copy of the license agreement for your files. Figure 2.42 Microsoft.NET Framework End-User License Agreement Setup shows a progress bar, installs the files on your workstation, and updates the registry. This operation could take several minutes. When the installation is complete, the Setup Complete window appears (Figure 2.43). 3. In the Setup Complete window (Figure 2.43), click Finish. Figure 2.43 Microsoft.NET Framework Setup Complete Workstation Installation Guide 29

32 Installing SQL Server Management Studio Express Follow this procedure to install SQL Server Management Studio Express on your workstation: 1. In the Welcome to the Install Wizard for Microsoft Server Management Studio Express window (Figure 2.44), click Next. Figure 2.44 Install Wizard for SQL Server Management Studio 2. In the License Agreement window (Figure 2.45), review the license agreement and click I accept the terms of the license agreement. Then, click Next. Figure 2.45 SQL Server Management Studio License Agreement Omgeo OASYS Version 6.4, December 13,

33 3. In the Registration Information window (Figure 2.46), enter your name and company (optional), and click Next. Figure 2.46 SQL Server Management Studio Registration Information 4. In the Feature Selection window (Figure 2.47), click Next. Do not change the defaults as they appear in the window. Figure 2.47 SQL Server Management Studio Feature Selection 5. In the Ready to Install the Program window, click Install. OASYS installs the application while showing a progress bar. This operation could take several minutes. 6. In the Completing the Microsoft SQL Server Management Studio Express Setup window, click Finish. Workstation Installation Guide 31

34 Installing SQLXML4 SQLXML4 provides additional client-side XML functionality and enhancements to existing features. In OASYS, it is used to create trade reports. Follow this procedure to install SQLXML4 on your workstation: 1. In the Welcome to the Install Wizard for SQLXML4 window (Figure 2.48), click Next. Figure 2.48 Welcome to the Install Wizard for SQLXML4 2. In the License Agreement window (Figure 2.49), review the license agreement and click I accept the terms of the license agreement. Then, click Next. Figure 2.49 SQLXML4 License Agreement Omgeo OASYS Version 6.4, December 13,

35 3. In the Feature Selection window (Figure 2.50), click Next. Note Omgeo does not recommend changing the selected SQLXML4 features. Figure 2.50 SQLXML4 Feature Selection 4. In the Ready to Install the Program window, click Install. Setup shows a progress bar while installing SQLXML4 on your workstation. 5. In the Completing the SQLXML4 Setup window, click Finish. Installing SQL Server 2005 Books Online To install SQL Server Books Online, follow this procedure: 1. In the Welcome to Install Wizard for Microsoft SQL Server 2005 Books Online window (Figure 2.51), click Next. Figure 2.51 Microsoft SQL Server 2005 Books Online Setup Workstation Installation Guide 33

36 2. In the License Agreement window (Figure 2.52), review the license agreement and click I accept the terms of the license agreement. Then, click Next. Figure 2.52 SQL Server Books Online License Agreement 3. In the Registration Information window (Figure 2.53), enter your name and company, and click Next. Figure 2.53 SQL Server Books Online Registration Information Omgeo OASYS Version 6.4, December 13,

37 4. In the Feature Selection window (Figure 2.54), click Next. Figure 2.54 SQL Server Books Feature Selection 5. In the Completing the Microsoft SQL Server 2005 Books Online Setup window, click Finish. Installing the Omgeo OASYS 6.4 Workstation To install Omgeo OASYS 6.4, follow this procedure. 1. In the Welcome to InstallShield Wizard for OASYS 6.4 (Figure 2.55), click Next. Figure 2.55 InstallShield Wizard for Omgeo OASYS 6.4 Workstation Installation Guide 35

38 2. In the Database Server window (Figure 2.56), in the Database server you are installing to menu, select.\sqlexpress. Leave the default setting of Window authentication credentials of current user. Then, click Next. Figure 2.56 Omgeo OASYS 6.4 Database Server 3. In the Setup Type window (Figure 2.57), select Complete (the default) to install all program features. Figure 2.57 Omgeo OASYS 6.4 Setup Type 4. In the Ready to Install window, click Install. 5. In the Enter OASYS Application Password window (Figure 2.58 on page 37), enter and re-enter the password to use for the administrative login, oadmin. Note Safeguard your OASYS administrative password. If you misplace it, contact the Omgeo Customer Contact Center to reset this password. Omgeo OASYS Version 6.4, December 13,

39 Figure 2.58 Enter OASYS Application Password 6. In the RegSvr32 (Figure 2.59) window, click OK. Figure 2.59 RegSvr32 7. In the InstallShield Wizard Completed window, click Finish. Setting Up Access to the OASYS Host The Remote Access Server Setup (RASSETUP) allows you to access the OASYS host via a dial-up connection. If you are running the installation program, the InstallShield Wizard window appears. You can also access Remote Access Setup as follows: Choose Start [All] Programs Omgeo Omgeo OASYS 6.4 RASSETUP. Note You cannot configure the OASYS F5 SSL VPN connection using the RAS Setup. For instruction on configuring this type of connection, see Configuring Omgeo OASYS F5 SSL VPN on page 42. Workstation Installation Guide 37

40 1. Click Next. The Remote Access Setup window (Figure 2.60) appears. Figure 2.60 Remote Access Setup If you are upgrading to Omgeo OASYS 6.4, the phone numbers you selected in the previous version are displayed in the phone number fields. In addition to the phone numbers listed in the drop-down lists, you can obtain additional phone numbers by calling Omgeo s Customer Contact Center. 2. To enter dial-up connections, select the state, and then select the phone number you want to use as the primary connection. You can reduce the phone list by entering an area code. You can also use the check boxes to show only the phone numbers in your state and/or area code. 3. (Recommended) If you are using a modem only, set up a backup phone number using OASYS AT&T. 4. Click OK. If you are using the InstallShield Wizard, the installer sets up the program files and shortcuts, and completes the installation. 5. In the InstallShield Wizard Complete window, click Finish. Setting Up and Logging into the OASYS Workstation To set up the OASYS workstation, start the application and enter login information for the workstation and the OASYS host: 1. Start OASYS by selecting: Start [All] Programs Omgeo Omgeo OASYS 6.4 OASYS. Omgeo OASYS Version 6.4, December 13,

41 2. In the Workstation Setup Wizard, page 1 of 5 (Figure 2.61), click Next. Figure 2.61 Workstation Setup Wizard - Page 1 of 5 3. In the Choose the Type of OASYS Workstation window (Figure 2.62), select Institution for the type of workstation, and click Next. Figure 2.62 Choose the Type of OASYS Workstation Workstation Installation Guide 39

42 4. In the Create a Login account window (Figure 2.63), enter a login and password for a nonadministrative account. Then, click Next. Figure 2.63 Create a Login Account 5. In the Enter the OASYS Host Information (Figure 2.64 on page 41), enter the OASYS host information, which you obtain from Omgeo. Note For new installations, Omgeo Customer Service supplies this information. For upgrades, the information from the previous installation populates these fields. Site ID: OASYS acronym Host ID: tpinnnnn for investment managers; tpbnnnnn for broker/dealers Host password: up to eight characters. Omgeo OASYS Version 6.4, December 13,

43 Figure 2.64 Enter OASYS Host Information Then, click Next. 6. In the last Workstation Setup Wizard window, click Finish. 7. Click OK in the message box that indicates that the installation was successful. 8. In the Login window (Figure 2.65), log in using one of these accounts: To change or enter workstation defaults, use the administrative account, oadmin. Otherwise, use the non-administrative user account. Figure 2.65 Login 9. Click OK to display the Connection Configuration window. The next section explains how to configure the connections. Workstation Installation Guide 41

44 Configuring Connections to the OASYS Host You use the Connection Configuration window to configure an OASYS F5 SSL VPN or change your initial dial-up connection to the OASYS host. Warning Before you connect using OASYS F5 SSL VPN on Windows 7 and Windows Vista, disable the User Account Control. Otherwise, the connection fails. Follow the procedure in Disabling the Windows User Account Control (Windows 7 and Vista) on page 6. The selection order on the window determines which are the primary and secondary (or failover) network connections. If there is a problem with the primary connection, the secondary connection is used. Note You do not have to be the OAdmin administrator to edit the information on this window. Configuring Omgeo OASYS F5 SSL VPN To configure OASYS F5 SSL VPN as your primary connection: 1. Click Tools Connection... to access the Connection Configuration window (Figure 2.66). Figure 2.66 Connection Configuration 2. Click the first Active box (on the left), and then select Oasys F5 SSL VPN. 3. Enter the information shown in Table 2-1: Table 2-1 OASYS F5 SSL VPN Connection Information Field Enter... Comment Network Connection OASYS F5 SSL VPN Enter the name exactly as shown. User OASYS F5 SSL VPN user name Enter the OASYS F5 SSL VPN user name you received from Omgeo. Password OASYS F5 SSL VPN password Enter the OASYS F5 SSL VPN password you received from Omgeo. Host Address VPN Connection Service Name Production: or Client Test: sslvpn.omgeo.net Oasys Omgeo OASYS Version 6.4, December 13,

45 When you log in using OASYS F5 SSL VPN, the user name must be unique. If more than one user logs in using the same user name, the initial connection is terminated. 4. Select the next Active box. Select OASYS AT&T as the failover network connection. Then, enter the connection information (see Configuring a Modem Connection on page 43). Omgeo recommends that you use a modem as a failover and select OASYS AT&T as the network connection. Click OK. Configuring a Modem Connection If you are using a modem-only to connect to the OASYS host, select OASYS AT&T as the primary network connection. 1. In the Connection Configuration window (Figure 2.66), click the first Active box (on the left). Then, select OASYS AT&T, and enter the OASYS AT&T connection information as shown in Table 2-2 on page 43. Select only connections that you set up in the Remote Access Setup window (see Configuring Omgeo OASYS F5 SSL VPN on page 42). You can set up those connections either during or after installation. Table 2-2 OASYS AT&T Connection Information Field Enter... Comment Network Connection OASYS AT&T Select from drop-down list. User 3d.avttf.OASYS1 Password OASYS Host Address Production: or Client Test: VPN Connection Service Name Leave this field blank. Leave this field blank. 2. Click Configure for OASYS AT&T and follow the instructions in Accessing Local Devices on page Click the second Active box, select a failover connection, and enter the connection information. You can specify another AT&T connection for the failover. 4. Click Configure for OASYS AT&T, and follow the instructions in the next section, Accessing Local Devices. 5. Click OK. Accessing Local Devices A default network security option prevents access to local resources, such as printers, when your are simultaneously connected to a local and a dial-up network. To change the default network security option: 1. In OASYS, click Tools Connection In the Connection Configuration window (Figure 2.66 on page 42), click Configure for a dial-up connection. The Properties window (Figure 2.67 on page 44) appears. Workstation Installation Guide 43

46 Figure 2.67 OASYS AT&T Properties You can also access this window in the Control Panel. Double-click Network Connections. Then select a dial-up connection and File Properties. 3. Verify that the correct modem is selected, and select the Networking tab. 4. Select Internet Protocol (TCP/IP), click Properties, and then Advanced to open the Advanced TCP/IP Settings window. 5. In the Advanced TCP/IP Settings window (Figure 2.68), uncheck the Use default gateway to remote network check box. 6. Click OK until you close all the windows. Figure 2.68 Advanced TCP/IP Settings Omgeo OASYS Version 6.4, December 13,

47 Completing the Workstation Setup After you install OASYS 6.4 on your workstation, you are ready to set up and use OASYS. This section outlines the steps to take. For more details, see the OASYS 6.4 Help. 1. Connect to the OASYS host to download the latest tables. For OASYS 6.4 clients, this process also activates OASYS 6.4. Click the Connect icon on the toolbar. The download process could take a few minutes. You can double-click the middle-right side of the status bar to display the Communication window and check the status. 2. Review and, if necessary, change the default workstation settings by selecting Tools Workstation Setup. To change these settings, log on as OAdmin, the OASYS administrator. Call the Customer Contact Center for more information. (For contact information, see Questions? on page 3.) For example, investment managers can set defaults for: Security Type. For example, if you only handle equities, select EQU. (OASYS-TradeMatch only) Settlement Location. (OASYS-TradeMatch only) Submitting Institution. Enter your TradeMatch ID. When you finish, you can log out as OAdmin, and then log back in to OASYS with a nonadministrative account to continue the setup. 3. Configure all applicable system options. Choose Tools System Properties. 4. Choose a folder on a network drive where you want to store the backup database tables. Choose Backup Restore/Backup. 5. If you use the default import/export folders (for example, Trans) and want to continue using them, note the path names. You can then re-create them after installation. Manually change the version number in the path names to 6.4 for the upgrade in the Import and Export models. 6. Verify that you can run a trade report. Configuring Remote Access to SQL Server Express You can configure OASYS 6.4 to support a centralized SQL Server database scheme. In this configuration, all trade data for the firm is stored in one database on a SQL Server in a central location. Workstations in offices throughout the firm can access the database remotely. Before performing this procedure, install the following on the remote PC: Microsoft SQL Server, available from Microsoft OASYS 6.4 database, by running OASYSBuildDB64.sql, located in C:\Program Files\Omgeo\OASYS 6.4\DBScript\Required To configure the remote server, follow the procedures in this section. To configure local workstations to access this remote server, follow the procedure described in Workstation Configuration on the Local PC on page 51. ODBC Configuration To configure ODBC, follow this procedure: 1. From the Control Panel, double-click Administrative Tools. Then select Data Sources (ODBC). 2. Select the System DSN tab, and then click Add. Workstation Installation Guide 45

48 3. In the Create New Data Source window (Figure 2.69) double-click SQL Server. Figure 2.69 Create New Data Source 4. In the Microsoft SQL Server DSN Configuration window (Figure 2.70), in the Name field, enter OasysDB64 for your new DSN. 5. In the Server list, select (local)\sqlexpress, and click Next. Figure 2.70 Microsoft SQL Server DSN Configuration Omgeo OASYS Version 6.4, December 13,

49 The next Microsoft SQL Server DSN Configuration window (Figure 2.71) appears. Figure 2.71 Microsoft SQL Server DSN Configuration 6. Select With SQL Server authentication using a login ID and password entered by the user. 7. Log in with your user name and password, and click Next. 8. In the next Microsoft SQL Server DSN Configuration window (Figure 2.72), select Change default database to:, select OasysDB64, and click Next and then click Finish. Figure 2.72 Microsoft SQL Server DSN Workstation Installation Guide 47

50 9. Click Test Data Source, and verify that the following message is displayed in the SQL Server ODBC Data Source Test window (Figure 2.73): TEST COMPLETED SUCCESSFULLY! 10. Click OK twice. Figure 2.73 SQL Server ODBC Data Source Test To verify that the new DSN was created: 1. From the Control Panel, double-click Administrative Tools. Then select Data Sources (ODBC). 2. Select the System DSN tab, and check for the name you assigned to the new DSN. SQL Server Express Configuration To configure SQL Server Express, follow this procedure: 1. Log in to the database. 2. Right-click Server\Instance. 3. Select Properties. 4. Select Security. 5. Check SQL Server and Windows Authentication mode. 6. Click OK. SQL Server Surface Area Configuration To configure SQL Server Surface Area, follow this procedure: 1. Select Start [All] Programs Microsoft SQL Server 2005 Configuration Tools SQL Server Surface Area Configuration. 2. Click Surface Area Configuration for Services and Connections. 3. Under SQLEXPRESS, select Database Engine, followed by Services. 4. Verify that the Startup Type is set to Automatic. Omgeo OASYS Version 6.4, December 13,

51 Firewall Configuration on Remote Server PC If a firewall is enabled on your remote PC, configure the firewall as follows: 1. From the Control Panel, double-click Windows Firewall. 2. If On is checked in the Windows Firewall window (Figure 2.74 on page 49), select the Exceptions tab. Figure 2.74 Windows Firewall Workstation Installation Guide 49

52 3. From the next Windows Firewall window (Figure 2.75), click Add Port. Figure 2.75 Windows Firewall 4. In the Add a Port window (Figure 2.76), enter a meaningful name for the port, such as UDP Port for Remote Access to SQL Server. 5. Enter the port number of Check UDP, and click OK. Figure 2.76 Add a Port Omgeo OASYS Version 6.4, December 13,

53 Workstation Configuration on the Local PC To access an SQL Server on the remote PC configured earlier, configure ODBC to point to the DSN of the remote PC. (In the procedure that follows, the name of the remote PC is remote_pc_name.) 1. In the Control Panel, double-click Administrative Tools, and then double-click Data Sources (ODBC). 2. Select the System DSN tab, and click Add. 3. Double-click SQL Server. 4. Enter the name for your new DSN, such as OasysDB64, that you assigned Step 4 in ODBC Configuration on page From the Server menu, select remote_pc_name\sqlexpress, and click Next. 6. Check With SQL Server authentication using a login ID and password entered by the user. 7. Enter the login ID and password, and click Next. 8. Check Change the default database to:, select OasysDB64, click Next, and then click Finish. 9. Click Test Data Source, and verify that the following message is displayed: TEST COMPLETED SUCCESSFULLY! 10. Click OK twice. To verify that the new DSN was created: 1. From the Control Panel, double-click Administrative Tools. Then select Data Sources (ODBC). 2. Select the System DSN tab and check for the name you assigned to the new DSN. Workstation Installation Guide 51

54 Omgeo OASYS Version 6.4, December 13,

55 3. SOLVING INSTALLATION PROBLEMS Introduction This chapter describes solutions to common problems you could encounter during the installation of Omgeo OASYS 6.4. Error Messages from Windows Vista During installation of OASYS on Windows Vista, the application sometimes generates error messages indicating it has failed. In actuality, the installation has not failed. If you get these error messages, click through to the next step to complete the installation. This anomaly is associated with OASYS Vista installation only and does not affect the outcome of the installation. Editing the Database Build Script and Running It Manually Setup uses a SQL script file, OasysBuildDb.sql, to build the OASYS 6.4 database. If Setup cannot build the database, the path to your OASYS database and its log file in the script file could be incorrect. You must find the database path, enter this path in the script, and then run the script manually. To find the OASYS database path: 1. Choose Start Run Type regedit in the text box, and click OK. 3. From the Registry Editor window choose Edit/Find, enter SQLDataRoot, and then click Find Next. The SQLDataRoot data value is the path to your database engine s database file. The OASYS database is located in this path, in the Data folder. For example, the default path to OASYSDB64 is: C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\OasysDB64DB64Dev.mdf. Problems Connecting to OASYS Database If you cannot start OASYS or you get an error while attempting to connect, generally the ODBC data source was deleted. (A typical error message is An error occurred while creating the trade object. ) You can use the following Administrative Tools on the Control Panel to find the error: Application log in the Event Viewer, to see the events logged by OASYS. Services, to see if SQL Server (SQLEXPRESS) is running. Workstation Installation Guide 53

56 Data Sources (ODBC), on the System DSN tab, to see if there is a data source name for OasysDB52. If there is no data source name, see Creating an ODBC Data Source next. Creating an ODBC Data Source To connect to its database, OASYS needs a Microsoft Open Database Connectivity (ODBC) data source. The ODBC interface allows applications to access data from various database management systems (DBMS). If Setup cannot create the OBDC data source, it could generate a message such as the following: Setup could not set the registry root location. You may not have the proper permission to edit the registry. You must manually create the OBDC Data Source Name, DSN, for OasysDB64. To create an ODBC Data Source: 1. Open the Control Panel, and then double-click Administrative Tools. 2. Click Data Sources (ODBC) to display the ODBC Data Source Administrator window (Figure 3.1). Figure 3.1 ODBC Data Source Administrator (System DSN Tab) 3. Select the following: Drivers tab, to verify that the version of the SQL Server begins with User DSN tab (shown in Figure 3.1), to verify that no entry exists for OasysDB64 or OasysDB64. If one does, remove it. System DSN tab, to verify that an entry exists for OasysDB52. If one exists, select it and then click Configure to configure and test the connection. Omgeo OASYS Version 6.4, December 13,

57 4. On the System DSN window, click Add to display the Create New Data Source window (Figure 3.2). Figure 3.2 Create New Data Source 5. Select SQL Server, and then click Finish. The Create a New Data Source to SQL Server window (Figure 3.3) appears. Figure 3.3 Create a New Data Source to SQL Server 6. Type the following information. Name: OasysDB64 Description: OASYS database Server:.\SQLEXPRESS or (local)\sqlexpress Workstation Installation Guide 55

58 Then, click Next. 7. Specify connection settings, such as authentication (Figure 3.4), and click Next. Figure 3.4 Create a New Data Source to SQL Server (Authentication Settings) 8. In the next window that appears (Figure 3.5 on page 57), do the following: Check the box Change the default database to Change the database name from Master to OasysDB64. Verify that both ANSI check boxes are checked. Omgeo OASYS Version 6.4, December 13,

59 Figure 3.5 Create a New Data Source to SQL Server (Database and ANSI Settings) 9. Click Next. If an error occurs, verify that the database was created properly and the user Omgeo has the rights to access the database. 10. In the window displayed next, leave the default settings as they are, and click Finish. 11. Review the settings in the ODBC Microsoft SQL Server Setup window, and then click Test Data Source. If the test is successful, the application displays the message, TESTS COMPLETED SUCCESSFULLY. (Figure 3.6 on page 58). If the test fails: a. Verify that the database is running b. Repeat the steps to set up the ODBC Data Source, described in Creating an ODBC Data Source on page 54. Workstation Installation Guide 57

60 Figure 3.6 SQL Server ODBC Data Source Test 12. Click OK until you close the ODBC Data Source Administrator window. Uninstalling Omgeo OASYS 6.4 When you uninstall OASYS 6.4, it is not necessary to uninstall every application that OASYS installs. For example, you can safely retain Microsoft programs. If you later choose to uninstall those applications, use Add/Remove in the Control Panel. Warning When uninstalling OASYS 6.4 and its associated applications, remove Microsoft.NET Framework 2.0 last. If the Installation Fails If the installation fails for any reason, be sure to reboot before trying to install OASYS again. Rebooting clears out any files remaining from the failed attempt. Omgeo OASYS Version 6.4, December 13,

61 Index INDEX Symbols.NET Framework 2.0 installing...28 A accessing local devices...45 accounts non-administrative...40 administrative account logging in...41 obtaining information...5 B backing up database tables...45 build script, editing and running manually...53 C configuring connections to OASYS host...42 local workstation for remote setup...51 modem connection...43 remote access to SQL Server Express...45 VPN connection...42 creating an ODBC Data Source...53 D database backing up tables...45 build script...53 editing build script and running manually...53 finding path to...53 problems connecting to...53 database, problems connecting to...53 devices, local, accessing...43 dial-up connections configuring...43 entering...38 E error messages on Vista...53 H host ID, obtaining...5 host, OASYS configuring connections...42 logging in...40 setting up access...37 I If...7 installation failure...58 installing Microsoft.NET Framework OASYS , 35 SQL Server 2005 Books Online...15, 33 SQL Server 2005 Express...23 SQL Server Management Studio Express on Windows SQL Server Management Studio Express on Windows XP and Vista...30 SQLXML Visual C++ Redistributable files...17, 27 Windows Installer installing on Windows L local devices, accessing...43, 45 M Microsoft.NET Framework 2.0 installing...28 Microsoft Visual C++ Redistributable files installing on Windows modem, configuring...43 N non-administrative account creating login and password...40 logging in...41 obtaining information...5 Workstation Installation Guide 1

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