Contents. Welcome to the Priority Zoom System Version 17 for Windows. This document contains instructions for installing the system.

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1 Welcome to the Priority Zoom System Version 17 for Windows. This document contains instructions for installing the system. Contents 1. Introduction Installing the Server Installing a Client Working From a Remote Site /9

2 1. Introduction In order to install Priority Zoom on a client-server network, you need to: 1. Install Priority Zoom on your server. 2. Install a Priority Zoom client on each workstation. Note: The installation of Priority Zoom requires basic knowledge of Windows 2000 systems or above. 2. Installing the Server 2.1 Minimum Requirements For hardware requirements and supporting systems, download the Priority Zoom: Hardware and Support Systems document from the Customer Area on the Priority web site, at: Pre-Installation Before beginning the installation process, log into the system as Administrator. 2.3 Installing Priority Zoom 1. Make sure that you are logged into the system as Administrator. 2. Run the Priority Zoom installation file after downloading it from the Priority web site. 3. In the Zoom Install dialog box that opens, designate the path of the directory that should be created for Priority Zoom the program files will be installed there. A default directory called Zoom appears on the drive containing the most free space, but it may be moved to any drive that has at least 2000 free megabytes. Note: If you are transferring data from the Tabula database, you must designate a different path than that of the original system. 2/9

3 4. The installation program asks if you want to install SQL Server Express 2008 on your server. If SQL Server is already installed, choose No. A list of installed SQL Server instances will appear. Choose the one on which you want to install Priority Zoom and specify the password of user sa to connect to it. Note: The "sa" password is also used when logging in to Priority Zoom as a superuser (tabula). If you have decided to install the provided SQL Server Express edition, choose Yes and record a password for the superuser (tabula), including any combination of uppercase letters, lowercase letters and numbers. Note: Whatever password you record during this step will also be used in order to log in to Priority Zoom as a superuser. Thus, it is important that you preserve this password and advise whoever will be using it. 5. If the installation program detects a previous installation of Priority Zoom on the Tabula database, it will ask you if you want to transfer the data from this system to the new system on SQL Server. Choose Yes to transfer the data, or No if you want to install a new system with only demo data. Transfer time depends on the volume of data and may require several hours. Note: If you are transferring data from a previous installation of Priority Zoom on the Tabula database, make sure you can access the Tabula system from the new server. If you cannot, install a client of the previous Tabula system on the new server before installing Priority Zoom for SQL Server Express. 2.4 Running Priority Zoom 1. Double-click the Priority Zoom icon on your desktop. A screen will open, asking you to enter your user name and password in order to enter the system. 2. Leave the user name tabula that appears on the screen, and enter the password of the superuser (this should be identical to the password for user sa on an existing SQL installation). After entering the system you can add additional users and change their passwords. 3. If you performed the data transfer from a system based on Tabula, the following adjustments must be made: All forms, reports and procedures that were prepared for the Tabula-based system must be deleted and reprepared in the new SQL-based system: 3/9

4 i. Delete the contents of the system\prep directory. ii. In Priority Zoom, from the upper Tools menu, select Run Entity (Advanced). iii. In the dialog box that opens, enter the command "FORMPREP -all" and click OK. iv. Use Windows Task Manager to track the progress of the formprep.exe process. Wait until this process finishes running before continuing. v. Return to Run Entity (Advanced) (in the upper Tools menu). vi. In the dialog box that opens, enter the command "REPPREP -all" and click OK. vii. Use Windows Task Manager to track the progress of the repprep.exe process. Wait until this process finishes running before continuing. All users need to update their passwords, which were erased in the transfer process. Make sure that the company with the lowest Position value in the Companies form (i.e., the company that appears in the top line) is a company in which all users have at least minimal privileges. Any user with no privileges in this company will not be permitted to log on to the system. If you have not been working with the Tabula Task Scheduler, install it now. For instructions on installing the Tabula Task Scheduler, download the Tabula Task Scheduler document from the Customer Area on the Priority web site, at: If you have been working with the Task Scheduler, you need to uninstall and reinstall it and update tasks in the Task List: i. To uninstall the Tabula Task Scheduler, run the Install Task Scheduler program in Priority Zoom and remove the flag from the Tabula Task Scheduler line. Click Update. ii. Re-install the Tabula Task Scheduler. iii. Open the Task List. The Company field displays the name of the company in which each program is run. Make sure that the correct company is defined for each active task. iv. For the Daily Backup and Weekly Backup programs, click Modify to update the file paths in the Command field. For example, assuming the new SQL installation is located in the D:\pr_sql directory and daily backup data should be transferred to the D:\pr_sql\backup directory, the backup command for the Daily Backup program should appear as follows: BACKUP " " D:\pr_sql\system\prep D:\pr_sql\backup D v. Set up an hourly backup. The Command field should contain the following command: BACKUP " " D:\pr_sql\system\prep D:\pr_sql\backup H Note: For detailed instructions on setting up and installing the Tabula Task Scheduler, download the Tabula Task Scheduler document from the Customer Area on the Priority web site. 4/9

5 2.5 Installing Your License Before you can start working in the system, you need to install the file that contains your licensing information. To do so: 1. Save the license file you have you have received from Priority or downloaded from the Priority web site in any temporary folder on the Priority Zoom server. Make sure that the full path including the file name and extension does not exceed 50 characters. 2. From within Priority Zoom, enter the Software License menu from the following path: System Management System Maintenance Software License. 3. Click Install License. 4. In the input screen that opens, click Browse and locate the license file. 5. Click OK, and wait for the message confirming a successful installation. Your license is now installed in the system. 2.6 Administrating Permissions for Priority Zoom Files We recommend that you install Priority Zoom using the NTFS file system, so that you can define appropriate permissions to the program files and thus prevent changes to these files from unauthorized users, or their deletion from the system. Note: The following permissions are minimal. We recommend that you do not deviate from the list. If you nevertheless decide to change permissions, ensure that you haven't reduced them. Reducing permissions any further is likely to impair the proper functioning of the system! In order to install clients, it is also necessary to execute Sharing of the zoom folder on the server. When defining the Sharing, assign Full Control permission to Everyone. Permissions that should be assigned to Priority Zoom files on the server: * User/ Group Directory Permission Administrator Zoom Full Control Administrator Zoom\system\fusioncharts Full Control System Zoom Full Control Everyone Zoom Read Everyone Zoom\bin.95 Read Everyone Zoom\client Read Everyone Zoom\system\document (and all sub-directories) Full Control Everyone Zoom\system\html (and all sub-directories) Full Control Everyone Zoom\system\images Read Everyone Zoom\system\java Read * If you decide to change permissions, ensure that the following two options are selected: Replace Permissions on Existing Files Replace Permissions on Subdirectories 5/9

6 User/ Group Directory Permission Everyone Zoom\system\javachart Read Everyone Zoom\system\javahelp Read Everyone Zoom\system\fusioncharts Read Everyone Zoom\system\load Full Control Everyone Zoom\system\macros Full Control Everyone Zoom\system\mail Full Control Everyone Zoom\system\prep Full Control Everyone Zoom\system\reports Full Control Everyone Zoom\system\sched Full Control Everyone Zoom\system\upgrades Full Control Everyone Zoom\system\util Read Everyone Zoom\tmp Full Control Everyone Directory defined as Tabula Tmp in the tabula.ini file Full Control 6/9

7 3. Installing a Client Note: In the case of clients at a remote site (not connected to the local area network), skip this section and go instead to Section Minimum Requirements For hardware requirements and supporting systems, download the Zoom: Hardware and Support Systems document from the Customer Area on the Priority web site, at: Pre-Installation Before beginning the installation process, log into the system as Administrator. 3.3 Installing Zoom 1. Open Windows Explorer, enter the Tools menu and select Map Network Drive. A dialog box will appear, containing a drive identifier that will represent the Priority Zoom server on the local system (in the following instructions, we will use the identifier F). 2. Under Path:, enter the drive on which Priority Zoom is installed on the server, in the following manner: \\server\d (where server is the name of the server, and D is the drive identifier). 3. Flag the Reconnect at Logon option. 4. In the Windows Explorer, navigate to the F:\zoom\client folder and double-click on the setup.exe file to start the installation process. 5. Enter the path of the directory in your computer where you want to install the Priority Zoom client. There must be at least 100 MB free in your drive. 3.4 Administrating Permissions for Zoom Files As with installation of the server, we recommend that you install Priority Zoom on clients using the NTFS file system, so that you can define appropriate permissions to the program files and thus prevent changes to these files from unauthorized users, or their deletion from the system. 7/9

8 Permissions that should be assigned to Priority Zoom files in clients:* User/ Group Directory Directory Contents Permission Everyone Zoom\bin.95 Priority Zoom programs Full Control Everyone C:\Windows Needed to access tabula.ini and tabula.pri files Everyone Directory defined as Tabula Tmp in the tabula.ini file Priority Zoom s temporary files for local use Full Control Full Control 3.5 Running the Priority Zoom System 1. Double-click the Priority Zoom icon on your Desktop. 2. A screen will open, asking you to enter your user name and password in order to enter the system. Enter the username and password assigned to you by your system administrator. OR If users have not yet been defined in your system, enter tabula (using lowercase letters only) and the proper password and click OK. * If you decide to change permissions, ensure that the following two options are selected: Replace Permissions on Existing Files Replace Permissions on Subdirectories Usually C:\tmp. Check each user s tabula.ini file (under the [Environment] section). 8/9

9 4. Working From a Remote Site Do not install Priority Zoom clients on a remote site (i.e., one not connected to the local area network). Instead, use a terminal server, as follows: 1. Install Windows 2008 Terminal Server. 2. Install Priority Zoom on the terminal server. 3. Move the Priority Zoom icon to the C:\Documents and Settings\All Users\Desktop folder. 4. Install the Windows 2008 Terminal Server Client on each remote workstation. Notes: The tabula.ini file is copied automatically to each user's directory on the terminal server. For further details, contact our Customer Support. For hardware requirements and supporting systems, download the Zoom: Hardware and Support Systems document from the Customer Area on the Priority web site, at: 9/9