Windows XP Professional... 2

Transcription

1 Upgrade Windows Installation Instructions Windows XP Professional... 2 Troubleshooting...12 Windows Vista Business / Windows 7 Professional Important Note for Vista Backups...21 Troubleshooting...21 Important Notices: Prior to installing this release, your data files must have been upgraded to Release 6.8 or later. If your data files are or earlier, install 6.8 first. This release requires that your existing version of SPECTRA be uninstalled before Release 6.9 is installed. Please refer to this detailed documentation for specific instructions. This version requires Windows Update to be completely up to date on the PC and server. SPECTRA requires Office SP3 with the latest Office 2003 security updates and Windows Security Updates. Please ensure that you run Windows Update after you install. When the updates are completed, reboot the PC/server. Run Windows Updates again and continue this process until there are no further windows security and office updates. Otherwise, SPECTRA may not launch if a required update has not been installed. Also, some of these updates are specific to 6.9 functionality and will not support older versions of SPECTRA. Please ensure you are installing 6.9 and running the Windows Updates afterwards. Depending upon whether your workstation is an XP or a Windows 7 machine, you must also check under Optional or Express for Office 2003 updates. You will encounter various errors if you do not uninstall first and run the Windows Update process after the new installation. Below you will see the required list of Office Updates that are required for Spectra 6.9. Last Modified December 24, 2012 Page 1 of 22

2 Required Office Updates When running Windows update, you may not be set up to receive other Microsoft Updates such as Office Updates. Please ensure that this selection is made on every workstation if you notice that the above Office Updates are not downloading and installed. Last Modified December 24, 2012 Page 2 of 22

3 WINDOWS XP PROFESSIONAL You must have previously upgraded to Release 6.8 or later. If you have not already installed Release 6.8 or later, do not start this installation. If you are unable to locate your 6.8 or later CD, contact Spectra Support. To check your current release level: 1. Sign onto SPECTRA as usual. 2. Click on the word Help on the toolbar. 3. Click on About Spectra. 4. The version level will be in the top line. If your release level is 6.8 or later, you may install this release. 1. Post all unposted batches. It is always a good idea to print the Display Pending Batches Report and post any pending batches. 2. Security Module: If you have the Security Module, go to the System Tasks Spectra Utilities Access Codes Listing, and print this listing. Some of the Menu I.D. numbers may have changed, so you should review this listing carefully in case you need to modify any access codes. 3. Make a backup of your existing data files. Your SPECTRA data files are: SFWData.MDB, SFWAcct.MDB, SFWMtce.MDB To check the data file location, access SPECTRA as you normally would. From the pull down menu, click on Help, and select the menu item About Spectra. Connect Info will reveal the location of the data files. 4. Ensure that everyone has exited from SPECTRA. No one should be in the system when you are installing this update. 5. All installations require local operating system administrative privileges. 6. Network Installers Repeat the following installation procedure for every workstation running SPECTRA. If the help files are installed on the first workstation, select the option to install the help files on all subsequent workstations to ensure that each workstation is linked to the help files. 8. Determine your data file location before continuing and write down this drive and folder. If you don't know this drive and folder: Open up SPECTRA - Click on the word Help on the toolbar. Click on About Spectra - Click on Connect Info Look at the Property Database, where the SFWdata.mdb is located, e.g. X:\Spectra Data\SFWdata.mdb. This is the folder, e.g. X:\Spectra Data, where your data files are located. (Note: Ignore the file name SFWdata.mdb.) 9. Uninstall SPECTRA To uninstall SPECTRA you must have Windows System administrator privileges. If you are unsure if you have these privileges, contact your network technician to clarify. Last Modified December 24, 2012 Page 3 of 22

4 To ensure a clean uninstall of SPECTRA insert the installation CD into the drive from which it was originally installed before proceeding with the uninstall or from the current download of the 6.9 release run the file setup.exe. Link for the download of SPECTRA **If you are downloading for a multi user LAN environment, it s best to download the CD Image to a location on the server so you can access it from each workstation, rather than downloading the image to every workstation which can be time consuming. ** Setup.exe will determine if there is a version of Spectra currently installed and will allow you to either Modify, Repair or Remove SPECTRA. Please select the option to Remove. This option will remove all the SPECTRA programs, but will leave your SPECTRA data files intact. If a message comes up about deleting certain programs check Don t display this message again and click Yes. Spectra File Locations Pay particular attention to the Spectra File Locations, because you will need this information when you install the new release and must choose a destination folder for the Spectra data files. Otherwise, the system will assume that you are a new client and install an empty set of data files. While you are in the Control Panel, check each workstation to ensure that the screen resolution is set to at least 1024 by 768 pixels. Last Modified December 24, 2012 Page 4 of 22

5 10. Install this SPECTRA release from the download: Close any open applications including Microsoft Office Toolbar. If you are using a virus-detection utility, disable it. (You may reinstate your virus checking utility when the installation is complete, but at that time, exclude the SPECTRA program and data files from virus scanning.) Disable or remove any Desktop Search applications (such as MSN or Google desktop) that you may have installed, as they have been found to interfere with the installation process. Create a folder on your PC or server to store the SPECTRA Installer and program files you are downloading. Click on this link to download your SPECTRA 6.9 release: Upon clicking the link to download, you will be given two options to either Open or Save. Please select Save. Once you have selected save, your download will begin. Important Note: Save this download file so that you can use it to uninstall, if required, in the future. When the download is finished, please Open the file. When you have opened the file, extract the zipped download to the SPECTRA folder you created to contain the installer and program files. Double click setup.exe to start the installer Last Modified December 24, 2012 Page 5 of 22

6 Installation Type: Choose Workstation Installation if SPECTRA will be installed on a single PC or a Local Area Network. If this is a Terminal Server installation, please refer to separate TS installation instructions. Last Modified December 24, 2012 Page 6 of 22

7 Choose Destination Folder for Program Files This is the location of your program files, not your data files. The default location is different for the various Authorized Environments: Windows XP Professional C:\Program Files\Spectra Windows XP Professional 64 bit C:\Program Files (x86)\spectra If you cannot install the program in the default destination folder for any reason, program files must still be installed locally. Choose Destination Folder for DATA files: Click Browse to set the location of your data files. This must be exactly the same as your current SPECTRA data file location. Then, click on Next. On a Stand-Alone installation this will default to the program files destination folder chosen in the previous step. For a network, click the Browse Button to select the location of your shared folder on the file server. Last Modified December 24, 2012 Page 7 of 22

8 Help Files Option: By default the help files will be installed in a Help folder in the Destination Folder chosen in the previous step. You must select the Help Files option on each workstation to ensure that each workstation is linked to the help files. Create Desktop Icon: Installing Program Files: Click Yes to create a Spectra shortcut on the Desktop. After files are copied, there is a delay of several seconds to a minute (again depending on the speed of your system). During this time neither an hourglass nor a progress meter is displayed. IMPORTANT: Do not interrupt the process. Wait for the following screen to appear. Last Modified December 24, 2012 Page 8 of 22

9 InstallShield Wizard Complete Click Finish to return to the original installation screen and then click on the Exit button of SPECTRA s Setup Program screen. Run Microsoft Office Update Go to to obtain the most current updates, patches and security fixes, particularly the latest version of the Access 2003 Runtime. On the website, go to the Check your settings section. * This version requires Windows Update to be completely up to date on the PC and server with the latest Windows Security Updates. SPECTRA requires Office SP3 with the latest Office 2003 security updates. Please ensure that you run Windows Update after you install. When the updates are completed, reboot the PC/server. Run Windows Updates again and continue this process until there are no further Windows Security and Office updates. Otherwise, SPECTRA may not launch if a required update has not been installed. Important: When running Windows Update, check the Express option for any Office 2003 updates and be sure to run these. You will encounter various errors if you do not run the Windows Update process in its entirety. Last Modified December 24, 2012 Page 9 of 22

10 Here are a list of required Office Updates IMPORTANT: After installing SPECTRA, restart your workstation and start SPECTRA. Run SPECTRA Click on the SPECTRA program icon on your desktop On the first workstation, you will be prompted to upgrade your data to the current release level. Click on OK to continue. After completing the upgrade process, if you are prompted to restart SPECTRA, do so and this will start the attaching tables process. Each person should successfully sign onto the system, exit, and let the next person sign on. No processing should be done while anyone is attaching to the database. Last Modified December 24, 2012 Page 10 of 22

11 Network installers will need to repeat the steps above for each workstation. A network installation requires that the Help Files option be selected for installation on each workstation. The help files will be installed in a Help folder in the Destination Folder for DATA files and will only actually be installed during the setup of the first workstation. Subsequent installations will find that the help files already exist and will not create additional copies. However, if the help files are not installed on each workstation, the system assumes that this workstation will be accessing the help files directly from the CD Image. If help files have not been installed correctly, uninstall and re-install the SPECTRA program on that workstation. Ensure that the Help Files option is selected on the "Select Features" screen. Updates Just a reminder that Microsoft Windows Update must be run after installing this release. Did you check under the Express option for any Office 2003 updates? Last Modified December 24, 2012 Page 11 of 22

12 Troubleshooting Ontario Rent Legislation Module (optional module) If you do not want the 'Checklist' to print with each and every Termination notice, you need to rename a couple of files in the C:\Program Files\Spectra\PDF folder. Procedure: 1. From Explorer, find the C:\Program Files\Spectra\PDF folder 2. Right click on the N4 file. 3. Select the Rename option and key in the new name of N4.pdf3 and hit <Enter> 4. Repeat the above steps to rename the N4_Only2pages.pdf to N4.pdf. Help Files If the help files are not accessible for any reason, uninstall and re-install the program and be sure to select the option to install the help files. Last Modified December 24, 2012 Page 12 of 22

13 WINDOWS VISTA BUSINESS / WINDOWS 7 PROFESSIONAL Note: The following instructions refer to Vista, but are also applicable to a Windows 7 installation. You must have previously upgraded to Release 6.8 or later. If you have not already installed Release 6.8 or later, do not start this installation. If you are unable to locate your 6.8 or later CD, contact Spectra Support. To check your current release level: Sign onto Spectra as usual. Click on the word Help on the toolbar. Click on About Spectra. The version level will be in the top line. 1. Post all unposted batches. It is always a good idea to print the Display Pending Batches Report and post any pending batches. 2. Security Module: If you have the Security Module, go to the System Tasks Spectra Utilities Access Codes Listing, and print this listing. Some of the Menu I.D. numbers may have changed, so you should review this listing carefully in case you need to modify any access codes. 3. Make a backup of your existing data files. Your SPECTRA data files are: SFWData.MDB, SFWAcct.MDB, SFWMtce.MDB. To check the data file location, access SPECTRA as you normally would. From the pull down menu, click on Help, and select the menu item About Spectra. Connect Info will reveal the location of the data files. 4. Ensure that everyone has exited from SPECTRA. No one should be in the system when you are installing this update. 5. All installations performed on Windows Vista Business machines require local operating system administrative privileges. 6. Windows Vista Home or Vista Home Premium are not authorized environments. 7. Network Installers If SPECTRA is installed on 2 or more workstations, this is a network installation. Users must be given read / write access to the shared folder created on the server where data files were installed and stored. Repeat the following installation procedure for every workstation running SPECTRA. 8. Determine your data file location before continuing and write down machine / server and folder. If you don't know, open up Spectra as usual: Click on the word Help on the toolbar. Click on About Spectra Click on Connect Info Look at the Property Database, where the SFWdata.mdb is located. e.g. C:\Users\Public\Spectra\SFWdata.mdb. This is the folder, e.g. C:\Users\Public\Spectra, where your data files are located. (Note: Ignore the file name SFWdata.mdb.) Last Modified December 24, 2012 Page 13 of 22

14 9. Uninstall SPECTRA To uninstall SPECTRA you must have Windows System administrator privileges. If you are unsure if you have these privileges, contact your network technician to clarify. To ensure a clean uninstall of SPECTRA insert the installation CD into the drive from which it was originally installed before proceeding with the uninstall or from the current download of the 6.9 release run the file setup.exe. Link for the download of SPECTRA **If you are downloading for a multi user LAN environment, it s best to download the CD Image to a location on the server so you can access it from each workstation rather than downloading the image to every workstation which can be time consuming. ** Setup.exe will determine if there is a version of Spectra currently installed and will allow you to either Modify, Repair or Remove SPECTRA. Please select the option to Remove. This option will remove all the SPECTRA programs, but will leave your SPECTRA data files intact. If a message comes up about deleting certain programs check Don t display this message again and click Yes. Spectra File Locations Pay particular attention to the Spectra File Locations, because you will need this information when you install the new release and must choose a destination folder for the Spectra data files. Otherwise, the system will assume that you are a new client and install an empty set of data files. Last Modified December 24, 2012 Page 14 of 22

15 In preparation for the upgrade, you must ensure your UAC settings are at the lowest level possible, otherwise you may not be able to install or launch the software. Please go to the Control Panel, User Accounts Change User Account Control settings Drag the bar down to Never Notify and select OK Restart! Always restart the workstation after uninstalling SPECTRA and after changing the UAC settings in order for them to take affect. Last Modified December 24, 2012 Page 15 of 22

16 Begin the installation 1. Close any open applications including Microsoft Office Toolbar. 2. If you are using a virus-detection utility, disable it during this installation procedure. (You may reinstate your virus checking utility when the installation is complete, but at that time, exclude the SPECTRA program and data files from virus scanning.) 3. Disable or remove any Desktop Search applications (such as MSN or Google desktop), as they have been found to interfere with the installation process. 4. Install this SPECTRA release from the download: a. Create a folder on your PC or server to store the SPECTRA Installer and program files you are downloading. b. Click on this link to download your SPECTRA 6.9 release: c. Upon clicking the link to download, you will be given two options to either Open or Save. Please select Save. Once you have selected save, your download will begin. Important Note: Save this download file so that you can use it to uninstall, if required, in the future. d. When the download is complete, please Open the file. e. When you have opened the file, please extract the zipped download to your SPECTRA folder you created to contain the installer and program files. Double click setup.exe to start the installer. Last Modified December 24, 2012 Page 16 of 22

17 Install SPECTRA Terminal Services Whether or not this is a Terminal Server installation, if you encounter this screen, click on Yes to continue the SPECTRA installation. User Account Control Before Vista Business will let you proceed, you will see a message that A program needs your permission to continue. Click Continue. Windows 7 has a similar message about allowing the following program to make changes to this computer. Click Yes to continue. Note: The following instructions refer to Vista, but are also applicable to a Windows 7 installation. Follow the instructions on the Welcome to the InstallShield Wizard and the Licensing screens. Installation Type: Choose Workstation Installation if SPECTRA will be installed on a single PC or a Local Area Network. If this is a Terminal Server installation, please refer to separate TS installation instructions. Choose Destination Folder for Program Files This is the location of your program files, not your data files. NOTE: The default location is different for the various Authorized Environments. Windows Vista C:\Users\Public Windows Vista 64 bit C:\Users\Public (x86) The default location is different for the various Authorized Environments. See note. Warning: If you cannot install in the default location for any reason, the program files must still be installed locally. Under no circumstances, should they be installed in C:\Program Files on a Vista Business machine. Note: You may wonder why SPECTRA s program files cannot be installed in the Program Files folder. You should discuss this with your Vista technician, as it relates to Vista s User Account Control (UAC) and Vista s virtualization functionality. Last Modified December 24, 2012 Page 17 of 22

18 Choose Destination Folder for DATA files Workstation Installation Click Browse to set the location of your data files. This must be exactly the same as your current SPECTRA data file location previously determined. Then, click on Next. On a Stand-Alone installation use the program files destination folder. On a Network installation, click Browse to select the location of the shared folder on the file server. Click on Network to find the machine / server and folder. Find your shared folder and pick the folder for the data files. Last Modified December 24, 2012 Page 18 of 22

19 Demo Data and Help Files Option By default the help files will be installed on your hard drive in a Help folder in the Destination Folder chosen in the previous step. Note: Help files require approximately 475 MB of disk space. Select the Help Files option on each workstation to ensure that each workstation is linked to the help files. While the Help Files can always be accessed directly from the CD, we recommend that they be installed at each workstation. Click Next to continue. Create Desktop Icon Click Yes to create a SPECTRA shortcut on the Desktop. Installing Files After files are copied, there is a delay of several seconds to a minute (again depending on the speed of your system). During this time neither an hourglass nor a progress meter is displayed. IMPORTANT: Do not interrupt the process. Wait for the following screen to appear. InstallShield Wizard Complete Click Finish to return to the original installation screen and then click on the Exit button of SPECTRA s Setup Program screen. Last Modified December 24, 2012 Page 19 of 22

20 Restart! Always restart the workstation after installing SPECTRA. Run Microsoft Windows Update Click on the Windows Start button All Programs Windows Update and follow the onscreen instructions (Check for Updates) to obtain the most current updates, patches, and security fixes for your operating system(s). Windows Update may require multiple passes to download the most current packages. SPECTRA requires the newest version of the Windows Installer and MS Jet available through Windows Update as well as Office 2003 SP3 and related Office 2003 Security Updates. If the Windows Updates are not processed to the fullest, you will receive an error message that will prevent you from launching SPECTRA until these updates are in place. When running Windows Update, check the Optional option for any Office 2003 updates and be sure to run these. We have found that the Important updates did not always install all the necessary Office 2003 updates for Spectra to run. Restart! Restart the workstation after running the Microsoft Windows Update. Run SPECTRA Click on the SPECTRA program icon on your desktop. On the first workstation, you will be prompted to upgrade your data to the current release level. Click on OK to continue. After completing the upgrade process, if you are prompted to restart SPECTRA, do so and this will start the attaching tables process. Each person should successfully sign onto the system, exit, and let the next person sign on. No processing should be done while anyone is attaching to the database. Network installers will need to repeat the steps above for each workstation. Last Modified December 24, 2012 Page 20 of 22

21 Important Note for Vista Backups The VISTA backup will default to C:\, but VISTA will not allow you to put a file in the root of the C: drive. You must enter a folder name after the C:\ prompt (e.g. C:\Monday, C:\Tuesday, etc.) for the SPECTRA backup to be successful. Troubleshooting User Account Control If you encounter installation issues on Windows 7 workstations, change the User Account Control Settings to their lowest level and reboot the workstation. Help Files If the help files are not accessible for any reason, uninstall and re-install the program and be sure to select the option to install the help files. Ontario Rent Legislation Module (optional module) If you do not want the 'Checklist' to print with each and every Termination notice, you need to rename a couple of files in the C:\Users\Public\Spectra\PDF folder. Procedure: 1. From Explorer, find the C:\Users\Public\Spectra\PDF folder 2. Right click on the N4 file. 3. Select the Rename option and key in the new name of N4.pdf3 and hit <Enter> 4. Repeat the above steps to rename the N4_Only2pages.pdf to N4.pdf. Last Modified December 24, 2012 Page 21 of 22

22 Legal Notices Proprietary Rights The information in this release notice is the copyrighted and proprietary information of RealPage, Inc. Any duplication, distribution, disclosure or other use except as expressly authorized in writing by RealPage, Inc. is strictly prohibited. Trademarks RealPage is a registered trademark and SPECTRA is a registered trademark of RealPage, Inc. Any use of RealPage s trademarks or service marks without prior consent is prohibited. Microsoft, Windows, and Windows Vista are registered trademarks of Microsoft Corporation. Other product and company names mentioned herein are the trademarks of their respective owners and no affiliation, connection, or sponsorship should be implied or assumed based upon the use of such trademarks in this document or in any accompanying materials. Copyright 2012 RealPage, Inc. All rights reserved. To license additional modules or training, please contact your Client Account Manager via to CAM@Spectra.ca or via toll free telephone to (800) Support support@spectra.ca Visit us online at: Toll Free Support Line: (866) (U.S. & Canada) Support Phone: (204) Support Fax: (204) Last Modified December 24, 2012 Page 22 of 22