Easy Booking System III

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1 Easy Booking System III Requirements, Installation and Setup Manual Created by Software Integration and Design Pty Ltd 54 Jephson Street TOOWONG QLD 4066 PH: (07) FAX: (07) Mobile Copyright 2002 Software Integration and Design Pty Ltd i

2 Manual Index 1. EBS Requirements... Page Operating System Requirements... Page Hardware Requirements... Page Software Requirements... Page 1 2. EBS Setup... Page Install Microsoft Access or SQL Server... Page Installing Microsoft SQL Server 2000 Personal Edition... Page 2 a. Open The Setup Screen... Page 2 b. Select What To Install... Page 4 c. Using The Installation Wizard... Page Starting SQL Server and SQL Server Agent... Page Install WinZip and Acrobat Reader... Page Uninstall Office XP... Page Run Service Packs and Updates... Page Microsoft Office Service Packs... Page 14 Microsoft Office Page 14 Microsoft Office Page Operating System Service Packs and Updates... Page 15 Windows XP... Page 15 Windows Page 15 Windows NT... Page SQL Server 2000 Service Pack... Page Installing SQL Server 2000 Service Pack 3... Page Using Start, Run for Installations... Page EBS Installation... Page Install EBS... Page 24 a. Open The Setup Screen... Page 24 b. Using The Installation Wizard... Page Upgrade The EBS Build... Page Reinstall Office XP and Run the Service Pack... Page Run The SETUPEX File... Page EBS Configuration... Page Creating A Database... Page EBS Branch Login Screen... Page Using Enterprise Manager... Page Using The.CFG File... Page 36 ii

3 4.2. Setting Up Users and Permissions... Page Creating A New Windows User... Page SQL Database Users and Permissions... Page Adding SQL Database Users... Page Creating a New User... Page Setting Public Permissions... Page Setting SID and SQL Folder Permissions... Page SID Folder Permissions... Page SQL Folder Permissions... Page 56 iii

4 1. EBS Requirements 1.1. Operating System Requirements EBS Supports the following Microsoft Operating Systems Windows 98 Second Edition Windows ME Windows NT4 with Service Pack 6a Windows 2000 Windows XP NOTE: EBS will not work on systems earlier than Windows 98 Second Edition DO NOT use Windows 98 or ME for the server operating system. The server MUST be powerful and be running Windows NT or Hardware Requirements Celeron 1.7Ghz processor minimum 7200rpm Disk Drive 256mb RAM 32mb Video Card minimum 10gb HDD 800x bit colour support 10/100 fast network cards and a high-speed hub if you are networking Internet Access and Separate modems for each client PC and a shared telephone line if you will be using the SMS, and Faxing capabilities of EBS 1.3. Software Requirements Microsoft Access or SQL Server 2000 Personal Edition (server computer only) Microsoft SQL Server 2000 Personal Edition is recommended if you will be running EBS over a network, with more than 2 client machines The following are provided on the Easy Booking System CD WinZip (all computers) Acrobat Reader (all computers) Microsoft Office service packs (all computers with Microsoft Office) Operating System service packs and updates (all computers) SQL Server service pack (server computer running SQL Server 2000 only) 1

5 2. EBS Setup Before installing EBS on any computers, there are some setup procedures that must be carried out The following outlines the procedures to be carried out, in order to prepare your computer for running EBS 2.1. Install Microsoft Access or SQL Server 2000 (server computer only) Install Microsoft Access, or SQL Server 2000 Personal Edition, on the server computer only Microsoft SQL Server 2000 Personal Edition is recommended if you will be running EBS over a network, with more than 2 client computers Installing Microsoft SQL Server 2000 Personal Edition (server computer only to be running an SQL Database) Before installing SQL Server, make sure you are logged on as Administrator and close any programs that are opened a. Open The Setup Screen Insert the SQL Server 2000 CD into the CD drive The setup screen should start up automatically If the setup screen does not load automatically, select Start, Run Then click the Browse button 2

6 Select your CD drive from the list, which can be displayed by clicking on the down arrow at the end of the Look in: box Click once on the autorun.exe file and then click Open Click OK when the Run screen appears 3

7 b. Select What To Install Click the SQL Server 2000 Components option Then click the Install Database Server option 4

8 c. Using the Installation Wizard Click Next when the installation wizard screen appears Select the Local Computer option, then click Next 5

9 Select the option Create a new instance of SQL Server, or install Client Tools, then click Next Enter your Name and Company, then click Next 6

10 Click Yes to accept the license agreement and install Microsoft SQL Server 2000 Enter your CD-key, then click Next to continue 7

11 Select the Server and Client Tools option, then click Next Leave the Default box ticked and click Next 8

12 Select the Typical option, then click Next Select the option Use the same account for each service, Auto start SQL Server Service Then select the Service Settings you require If your network is set up using a domain, select Use a Domain User account and enter the Username, Password and Domain Otherwise, select Use the Local System account Then click Next 9

13 Select the Windows Authentication Mode option, then click Next Easy Booking System III Click Next to start copying files. This will take several minutes 10

14 Click Finish to complete the setup SQL Server should now be installed on the server computer The SQL Server Service Manager icon should appear in the taskbar at the bottom right hand corner of the screen NOTE: You may need to restart your computer before this icon appears 11

15 Starting SQL Server and SQL Server Agent (server computer running SQL Server 2000 only) SQL Server and SQL Server Agent must both be started before using EBS To check if both SQL Server and SQL Server Agent are started, click on the SQL Service Manager icon in the taskbar at the bottom right hand corner of the screen If this icon is not visible, select Programs, Microsoft SQL Server, Service Manager, from the Start menu To check if SQL Server is started, select SQL Server from the Services drop down list To check if SQL Server Agent is started, select SQL Server Agent from the Services drop down list If the icon on the left hand side of the screen displays a green play button, then the selected service is started If the icon displays a red stop button, then the selected service is stopped and must be started To start the selected service, click on the Start/Continue button If the icon for the selected service does not display a play button after about a minute, click this button Make sure this box is ticked for the selected service, so that it will automatically start next time you log in to Windows 12

16 2.2. Install Winzip and Acrobat Reader (all computers) Install WinZip and Acrobat Reader on each computer, if they are not already installed Both of these programs are provided on the EBS CD, in the directories specified below, assuming D:\ is your CD drive Use Start, Run to locate the following files, and begin their installation (refer Section 2.5, Page 23) Winzip Acrobat Reader D:\Extras\WinZip\winzip81.exe D:\Extras\AcrobatReader\AcroReader51.exe 2.3. Uninstall Office XP (all computers with Office XP) If any computers are running Office XP, it must be uninstalled before installing EBS, or errors will occur Once EBS is installed, Office XP can be reinstalled on the computer/s To uninstall Office XP, open the Control Panel from the Start menu Double click the Add/Remove Programs icon 13

17 Select Microsoft Office XP from the list of programs and click the Remove button Easy Booking System III 2.4. Run Service Packs and Updates Microsoft Office Service Packs (all computers) Install the relevant service packs for the version of Microsoft Office that is installed on each computer, if any Use Start, Run to locate the required files, and begin their installation (refer Section 2.5, Page 23) Microsoft Office 2000 Office 2000 Service Pack 1 Office 2000 Service Pack 2 Office 2000 Service Pack 3 D:\Extras\Patches\Office2Ksp\o2ksr1adl.exe D:\Extras\Patches\Office2Ksp\SP2UPD.exe D:\Extras\Patches\Office2Ksp\o2ksp3.exe Microsoft Office 97 Office 97 Service Pack 1 Office 97 Service Pack 2 D:\Extras\Patches\Office97sp\SR1OF97Z.exe D:\Extras\Patches\Office97sp\SR2BOF97.exe 14

18 Operating System Service Packs and Updates (all computers) Install the service packs relevant to your operating system Easy Booking System III Use Start, Run to locate the required files, and begin their installation (refer Section 25., Page 23) Windows XP Windows XP Service Pack 1 D:\Extras\Patches\WinXPSP1\update\update.exe Windows 2000 Windows 2000 Service Pack 3 D:\Extras\Patches\Win2000sp3\W2Ksp3.exe Windows NT4 Microsoft Jet Database Upgrade D:\Extras\Patches\Jet4sp6\Jet4repl.exe 15

19 SQL Server 2000 Service Pack (server computer running SQL Server 2000 only) If you are using SQL Server, the following service pack must be installed SQL Server Service Pack 3 D:\Extras\Patches\SQL2000sp3\sql2ksp3.exe Installing SQL Server 2000 Service Pack 3 (server computer running SQL Server 2000 only) The following is a guide to installing Service Pack 3 for SQL Server You may wish to select different options to those stated below Click Start, then Run to begin the installation Click the Browse button and navigate to D:\Extras\Patches\SQL2000, where D:\ is your CD drive Select sql2ksp3.exe by clicking on it, and then click Open 16

20 Click OK, when you are returned to the Run screen, to begin the installation Enter the path, or click Browse to select a folder, that you would like the files unpacked to Click Finish to start unpacking the files to the specified folder 17

21 Use My Computer to navigate to the folder that the files were unpacked to Easy Booking System III Locate and double click on the setup.bat file Click Next when the Installation Wizard appears 18

22 Click Yes once you have read and accepted the License Agreement Easy Booking System III Click Next when the Instance Name screen appears 19

23 Select the second option The Windows account then click Next Easy Booking System III Choose to ignore the security threat warning OR Choose to set a password for the System Administrator by selecting the relevant option, then enter and confirm the password to be used Then click OK 20

24 Tick the box to Upgrade Microsoft Search and apply SQL Server 2000 SP3 and click Continue Click OK when the Error reporting screen appears 21

25 Click Next to start copying files. This will take several minutes Click Finish to complete the setup SQL Server Service Pack 3 should now be installed on the server computer 22

26 2.5. Using Start, Run for Installations To install an application file, click Start, then Run Click the Browse button and locate the file you want to install Select the required file by clicking on it, and then click Open Click OK, when you are returned to the Run screen, to begin the installation 23

27 3. EBS Installation Before installing EBS, make sure you are logged on as Administrator and close any programs that are opened NOTE: EBS MUST be installed and run on the server machine before it is installed and run on any client machines, and all machines must be running the same Build of EBS WARNING: DO NOT use Windows ME or Windows 98 SE for the server operating system!!! You should consider upgrading to Windows Install EBS (all computers) NOTE: DO NOT open EBS once the installation is complete. Further configurations are required. Run the setup file to install EBS. The setup file is located directly under D:\, where D:\ is your CD drive, and will be named similar to EBS36224Setup.exe a. Open The Setup Screen Insert the EBS CD into the CD drive The setup screen should start up automatically If the setup screen does not load automatically, select Start, Run Then click the Browse button 24

28 Select your CD drive from the list, which can be displayed by clicking on the down arrow at the end of the Look in: box Click once on the setup file, which will be named similar to EBS36224Setup.exe, and then click Open 25

29 Click OK when the Run screen appears b. Using The Installation Wizard Click Next when the installation wizard screen appears 26

30 Select the option, I accept the terms in the license agreement, after you have read and accepted the License Agreement, and then click Next Enter a User Name and Organization Select one of the installation options at the bottom of the screen Then click Next to continue 27

31 Accept the default Destination Folder and click Next Accept the default Database Folder and click Next 28

32 Click Install to begin the installation. This may take several minutes Click Finish to complete the installation EBS should now be installed on the computer The EBS icon will be displayed on your desktop once EBS is installed NOTE: DO NOT open EBS once the installation is complete. Further configurations are required 29

33 3.2. Upgrade the EBS Build (all computers) A build upgrade is provided on the Easy Booking System CD under D:\Upgrades folder, where D:\ is your CD drive EBS Build upgrades provide new and improved options and features within EBS Before upgrading the build, make sure EBS is not running on any of the computers NOTE: The upgrade MUST be performed on the server machine first NOTE: DO NOT open EBS once the build has been upgraded. Further configurations are required To upgrade the build you must unzip the build upgrade file, which is named similar to this EBS36237.exe the last 3 digits determine the Build number To upgrade the build of EBS, select Start, Run, then click the Browse button Navigate to the D:\Upgrades folder, where D:\ is your CD drive Click once on the build upgrade file, which will be named similar to EBS36237.exe - the last 3 digits determine the Build number and then click Open 30

34 Click OK when the Run screen appears Click Unzip, then OK, to automatically extract the files for the new build Once this is done, click Close to exit the screen EBS will now be upgraded to the new build NOTE: DO NOT open EBS once the build has been upgraded. Further configurations are required. NOTE: All machines must be running the same build of EBS 3.3. Reinstall Office XP and Run the Service Pack (all computers with Office XP) Once EBS is installed, Office XP can be reinstalled on the required computer/s, and then the following service packs can be run Office XP Service Pack 1 Office XP Service Pack 2 D:\Extras\Patches\OfficeXPsp\oxpsp1.exe D:\Extras\Patches\OfficeXPsp\oxpsp2.exe 31

35 3.4. Run The SETUPEX File (all computers) The next step is to run the SETUPEX.EXE file, located in the C:\Program Files\SID\EBS3 folder To run this file, select Start, Run, then click the Browse button Navigate to the C:\Program Files\SID\EBS3 folder Click once on the SETUPEX.EXE file and then click Open Click OK when the Run screen appears The file will only take a couple of seconds to run and it will appear as if nothing happened If you are installing EBS on a single machine, you are ready to run the program If you are setting EBS up to run over a network there are some more steps required before EBS can be run (refer ) 32

36 4. EBS Configuration 4.1. Creating A New Database (server computer only) EBS Branch Login Screen (SQL and Access databases) The EBS Branch Login screen will appear when you run EBS for the first time To create a new database using the Branch Login screen: If you will be using an SQL Database, enter the SQL Server Name, then select the Use Microsoft SQL Server Database option by clicking on the circle or the associated text If you will be using an Access database, enter the Access Database Path if it is different to the displayed path, then select the Use Microsoft Access Database option by clicking on the circle or the associated text Enter the Database Name and BranchID to be used for the new database Make sure this box is ticked. To tick or untick the box just click on the box or the associated text Click the Save/Continue button to create the database and open the User Log In screen (refer ) Click the ABORT button to cancel your log in without creating a new database 33

37 Using Enterprise Manager (SQL databases only) Enterprise Manager can be used to create new SQL databases To open Enterprise Manager, select Start, Programs, Microsoft SQL Server, Enterprise Manager Double click the following in the left hand window: Microsoft SQL Servers SQL Server Group (local) (Windows NT) (local) may be replaced by the name of the computer If an error message appears just click OK to continue Databases A list of existing SQL databases on the computer will be displayed To create a new database, select Action, New Database 34

38 Enter a Name for the database eg. Use an abbreviation of your company name followed by 2 digits, which will represent your company s Branch ID then click OK 35

39 The new database, with the name you allocated, will appear under the Databases folder in SQL Server Enterprise Manager Using The.CFG File (SQL and Access databases) New databases can also be created by editing the EBSDATA.CFG file This method is NOT RECOMMENDED Use My Computer to navigate to C:\Program Files\SID\EBS3 folder Open My Computer by double clicking the icon on the desktop Select C: from the drop down list 36

40 Double click the Program Files folder Double click the SID folder Double click the EBS3 folder Scroll down the list until you locate the file EBSDATA.CFG, then double click on it 37

41 If this screen appears, scroll down the list, select Notepad or Wordpad and then click OK 38

42 The EBSDATA.CFG file will be displayed, as below To create a new database: If you will be using an Access database o If required, change the DatabaseDir - this is the path where the database is located on the computer o Make sure Use Access Database is set to YES 39

43 If you will be using an SQL database o Make sure the SQL Server Name is correct it should be the name of the server computer Make sure ThisMachineIsTheServer is set to YES if the computer you are on is the server, or NO if you are using a client computer (ie. Not the server computer) Enter the ID and Name to be used for the new database Select File, Save to save the settings and create the new database, then close the file by selecting File, Exit 40

44 4.2. Setting Up Users and Permissions (server computer running SQL Server 2000 only) Before client machines can use EBS over the network, further configurations need to be undertaken on the server machine Each client machine must be given a Windows login, as well as, be set up as an SQL database user and given permissions Creating a New Windows User (server computer running SQL Server 2000 only) For a client machine to be able to access the SQL database on the server machine, each client machine must be set up as a Windows user on the server machine To create a new Windows user on the server you must be logged on as Administrator Open the Control Panel by selecting Start, Settings, Control Panel Open Administrative Tools by double clicking on it 41

45 Double click on Computer Management Select Local Users and Groups then double click on the Users folder A list of existing users will be displayed in the right hand window 42

46 To create new users, select Action, New User Complete the New User form by entering the requested information and selecting the required password options The User name should be the name of one of the client machines (you need to create a user for each of the client machines that will be running EBS) Click the Create button when done After creating all of the required users, click the Close button to exit the New User form The new users you created will now be displayed in the right hand window 43

47 SQL Database Users and Permissions (server computer running SQL Server 2000 only) Enterprise Manager is used to create SQL database users and set their permissions To open Enterprise Manager, select Start, Programs, Microsoft SQL Server, Enterprise Manager Double click the following in the left hand window: Microsoft SQL Servers SQL Server Group (local) (Windows NT) (local) may be replaced by the name of the computer If an error message appears just click OK to continue and double click the directory again Databases A list of existing SQL databases on the computer will be displayed 44

48 Select the database to be used by double clicking on it, or create a new database if it doesn t exist (refer Section 4.1, Page 33) After selecting the database to be used, double click on the Users option, which is displayed in the right hand window A list of users for the selected database will be displayed in the right hand window 45

49 Adding SQL Database Users (server computer running SQL Server 2000 only) To add a new database user, select New Database User from the Action menu Select an existing user from the Login name drop down list and click OK OR select the <new> option from the Login name drop down list to create a new user (refer Section , Page 47) 46

50 Creating A New User (server computer running SQL Server 2000 only) Select New Database User from the Action menu Select the <new> option from the Login name drop down list to create a new user Easy Booking System III Click the button with 3 dots to display a list of Windows users from which you can choose 47

51 Scroll down the Names list and select a user by clicking on their name Easy Booking System III If the user does not exist you will have to create a new Windows user (refer Section 4.2.1, Page 41) Once you have selected a user name, click Add and OK Select the appropriate database name from the Database drop down list 48

52 Click on the Database Access tab Then tick the Permit box next to the appropriate database and click OK Easy Booking System III Click Cancel when you are returned to this screen 49

53 Continue adding new users, using the above methods, until all of the required users have been added The list of users for the selected database will then include the new users you added and/or created NOTE: There must be a Name and Login Name displayed for the new users or errors will occur when they try to run EBS 50

54 Setting Public Permissions (server computer running SQL Server 2000 only) Easy Booking System III The next step is to set public permissions for the selected database. This is done within Enterprise Manager To set permissions for the selected database, select a user in the right hand window (it doesn t matter which one) of Enterprise Manager, then select Properties from the Action menu Click the Properties button on this screen 51

55 Then click the Permissions button and set the permissions by ticking the table boxes as follows Make sure the List all objects option is selected, then scroll down the list until you can see the first table in the list table names start with tbl All of the boxes must be ticked from the first table to the end of the list There is no easy way to do this, so just tick the boxes and continue scrolling down the list, ticking more boxes, until you reach the end of the list Once you have reached the end of the list, ticking all of the table boxes, click Apply then OK Once the permissions have been set and you are returned to this screen, click OK 52

56 Click OK again when this screen appears Public permissions apply to all users of the selected database, therefore individual user permissions are not required to be set 53

57 Setting SID and SQL Folder Permissions Permissions must be set for the SID folder on both server and client machines Easy Booking System III Permissions must also be set for the Microsoft SQL Server and MSSQL folders on the server machine only SID Folder Permissions (all computers) Permissions for the SID folder must be set for ALL machines To set the permissions for the SID folder open My Computer, navigate to C:\Program Files and locate the SID folder Right click on the SID folder and select Properties 54

58 Click on the Security tab Easy Booking System III Then click on each of the user types in turn (displayed in the Name list), except for CREATOR OWNER and SYSTEM, and tick all of the Allow boxes, in the Permissions area below, for each user type Click Apply and OK when done 55

59 SQL Folder Permissions (server computer running SQL Server 2000 only) Easy Booking System III Permissions for the Microsoft SQL Server and MSSQL folders must be set on the server machine only To set the permissions for these folders, open My Computer, navigate to C:\Program Files and locate the Microsoft SQL Server folder Right click on the Microsoft SQL Server folder and select Properties 56

60 Click on the Security tab Easy Booking System III Make sure this box is ticked at the bottom of the screen Then click on each of the user types in turn (displayed in the Name list), except for CREATOR OWNER and SYSTEM Tick all of the Allow boxes, in the Permissions area below, for the Administrator Tick all of the Allow boxes except for Full Control, in the Permissions area below, for all other user types Click Apply and OK when done 57

61 In My Computer again, navigate to C:\Program Files\Microsoft SQL Server and locate the MSSQL folder Right click on the MSSQL folder and select Properties 58

62 Click on the Security tab Then tick this box at the bottom of the screen When you click Apply more user types should be added to the name list with their permissions already set Click OK when done EBS can now be run on any machine over the network! NOTE: EBS must be run on the server machine first before opening EBS on any other machines. EBS can then be closed on the server machine if it is not required 59

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