Linko Software Express Edition Typical Installation Guide

Transcription

1 Linko Software Express Edition Typical Installation Guide Install Database Service Components and Database...1 Install Workstation Components...4 Install DB Administration Tool...6 Office 2003 Security Instructions...8 Office 2007 Security Setup Instructions...10 Install Database Service Components and Database Please Note: The following installation may reboot your computer several times throughout the install process as needed. Linko recommends running the installation without any other open applications. This install will take several minutes to complete. 1. Take the CD to the computer which is going to host your database for the Linko Express Edition. This computer will host the database service and the Linko Database and shared files. All workstations will need to have access to this server location. 2. The CD should AutoRun and load these installation instructions and the Software Setup screen. (Optionally, you can Browse out to the CD and run the Autorun.exe.) Page 1 of 12

2 3. Confirm that the Install Database Service Components and Database section is selected. 4. Click NEXT> to continue through the following screens: The Welcome screen with the warning about exiting all Windows Programs The destination location screen The final warning about Rebooting Note applying to Windows Server 2008 ONLY: If Installing on Windows Server 2008, Windows PowerShell is a prerequisite that must be installed manually. If PowerShell is not installed, you will receive the following message: Follow the instructions to install PowerShell and then rerun the Installation via the Autorun.exe. Other Operating Systems will automatically install Windows PowerShell during the installation process. Server 2008 has its own PowerShell version separately installed as part of the Server Setup and Configuration / Features, meaning that on Server 2008, PowerShell must be installed FIRST and MANUALLY. 5. If required, the Installation software begins by installing the.net 3.5 Framework and the Windows Installer 4.5. You will be notified as Components are being installed. The typical installation will automatically reboot. If the software appears to install and then quit without a reboot, please reboot the machine manually. 6. After rebooting as required, then login normally, and the Installation will continue with the SQL Server 2008 Setup. If a manual reboot was required, then manually return to the CD and run the Autorun.exe to restart the installation process and continue as previously. 7. When complete you should see the following screen: Page 2 of 12

3 STOP. Write down the Server Name and Share Name path. The shared folder contains the Workstation Installation files for the user computers. Click Finish> to complete the installation. Installation Notes: 1. Linko installs to an SQL Database instance of SQL Server Express called: ServerName\Linko. 2. The installation creates a Firewall Exception for the SQL Database Service. This completes the Database Service Components and Database install. For review and confirmation: 8. Using Windows Explorer or My Computer, browse to the C: \ drive and locate the LinkoCTS folder. Double-clicking the LinkoCTS folder provides a window with the typical folder hierarchy: Page 3 of 12

4 Note: The Workstation Installation Files have been placed on the LinkoCTS Shared Folder in \Installers. Click the SQLData folder to show the actual database files. Install Workstation Components Go to the computer where you wish to install the Linko Workstation Components. This can be the same as the previous machine. Be sure you have the Server Name\Share from the FINISH screen from the Database Service Components and Database Installation. 1. Open the Shared Folder. You can map a drive to the Server and ShareName, or simply type in \\ServerName\LinkoCTS via the Run Window. This Share has your Workstation Installer Program. This is the information from the final screen from the previous installation. 2. Locate the Installers Folder on the drive, open the folder and run the LinkoWork_Setup.exe. Page 4 of 12

5 3. Click through the following screens by selecting Next> ( or I Agree>) A. Linko v10 Compliance Tracking Software Workstation Welcome Screen. B. The License Agreement screen C. The Destination Location Screen. Note: Accept the default location. D. The Start Installation screen. E. Wait while the Installer runs through the Installing Screens. F. Click the Finish Button to exit from the Final screen. 4. An Icon for the Linko Compliance Software now appears on the Desktop and Linko Data Systems will appear in the Programs listing. A. Run the Software and confirm it starts. B. You will see the typical Secured Login screen. The default administrator account is Username: admin Password: admin This can be used for testing the installation, for the purposes of adding new users to the database, and for configuring the workstations after they are first installed. Enter the username and password and you will be authenticated by the Linko application and be taken to the Main Menu. Please be aware that a user cannot be logged onto Linko at more than one machine at a time. 5. Check MS Office for Macro Security settings. If you are using MS Office 2003, please complete the Office 2003 Security instructions in this document. If you are using MS Office 2007, please complete the Office 2007 Security instructions 6. Confirm that the C:\Linko_Software_SQL folder which contains the local client workstation software has been configured with FULL PERMISSIONS for the Linko Users. Page 5 of 12

6 Install DB Administration Tool Please note: The following installation may reboot your computer several times throughout the install process as needed. Linko recommends running the installation without any other open applications. This install will take several minutes to complete. Go to the computer where you wish to install the Database Service Administration Tools. The Database Service Administration Tools do not need to be installed on every computer. Determine who will be the primary Linko Administrator person and install the software on their computer. 1. Take the CD to the computer where you are going to install the Admin Tool. 2. The CD should AutoRun and load these installation instructions and the Software Setup screen. (Optionally, you can Browse out to the CD and run the Autorun.exe.) 3. Confirm that the Install Database Service Administration Tools section is selected. 4. Click NEXT> to continue through the following screens: The Welcome screen The System Requirements screen The Start Installation screen 5. The installer will automatically start running the SQL Server 2008 Setup and install the needed Support Files. Page 6 of 12

7 Depending on the new components required to update the current state, there may be as many as three restarts. Login after each restart and the installation should continue automatically. 6. Click FINISH to exit. 7. Please see the Linko Express Database Administration Document for explanations on how to use the Admin Tools. Page 7 of 12

8 Office 2003 Security Instructions MS Office 2003 adds additional security features that prevent LinkoCTS and LinkoFOG from working as expected. To prevent any conflicts or errors when using your Linko software, please make the following changes in Macro security. (For additional information and FAQ s on MS Access settings see: ) Note: changes to these settings should not pose a threat to a secure network environment. Please confirm changes do not violate your internal IT policies. 1) MS Word and MS Access a) The settings in MS Word and MS Access take the same approach. Open each application and follow the commands below. b) Select Tools Macro Security from the toolbar at the top of the screen. c) Set the security level to Low and click OK. Page 8 of 12

9 2) MS Excel a) Open MS Excel. b) Select Tools Macro Security from the toolbar at the top of the screen. c) Set the security level to Medium or Low and click OK. Page 9 of 12

10 Office 2007 Security Setup Instructions Microsoft has implemented the concept of Trust Centers for Access applications. This allows the user to create a folder structure and place databases within it that are Trusted. Databases placed in the trust center will not require the user to answer questions regarding the macro security. For backward compatibility Microsoft Office still has the ability for users to manually change macro settings. The following are two approaches to setting macro security for the Linko Data Systems application. It is recommended that the user set up trust centers for implementing macro security: TRUST CENTER 1) Option 1 (recommended) If this one is used do NOT use option 2 a) Install, and note the location of, the Linko Data Systems Workstation (typically this is C:\Linko_Software_SQL\LinkoCTS) b) Open Access 2007 i) Start Programs Microsoft Office Microsoft Office Access 2007 c) Select the Office Button d) Select Access Options Located in the lower right hand corner of the window Page 10 of 12

11 e) Select Trust Center Trust Center Settings Trusted Locations Add new Location. The following screen will appear: f) Enter a new path of where you have installed the Linko Data Systems application. For example if a typical install was completed the path would be C:\Linko_Software\LinkoCTS g) Next check that Subfolders of this location are also trusted h) Repeat steps 5 7 for the server files. i) Click OK to exit the screen j) Select OK to exit out of any remaining screens and then close Access ) Option 2 Only do this if you have skipped Option 1 a) Install the Linko Data Systems Workstation b) Open Access 2007 i) Start Programs Microsoft Office Microsoft Office Access 2007 c) Select the Office Button d) Select Access Options Located in the lower right hand corner of the window e) Select Trust Center Trust Center Settings Macro Settings. Page 11 of 12

12 f) Select Enable all macros (not recommended; potentially dangerous code can run) g) Click OK to exit the screen h) Select OK to exit out of any remaining screens and then close Access ) MS Word and MS Excel a) Open Word/Excel 2007 (Open the application you want to set macro security for) i) Start Programs Microsoft Office Microsoft Office Word/Excel 2007 b) Select the Office Button c) Select Word/Excel Options Located in the lower right hand corner of the window d) Select Trust Center Trust Center Settings Macro Settings. e) Select Enable all macros (not recommended; potentially dangerous code can run) f) Click OK to exit the screen g) Select OK to exit out of any remaining screens and then close Word/Excel 2007 Page 12 of 12