Windows Peer-to-Peer Network Configuration Guide

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1 Windows Peer-to-Peer Network Configuration Guide

2 Windows Peer-to-Peer Network Configuration Guide for CCC Pathways Copyright 2008 by CCC Information Services Inc. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of CCC Information Services Inc. Limits of Liability/Disclaimer of Warranty The authors and publisher of this book have used their best efforts in preparing this book. CCC and the authors make no representation or warranties with respect to the accuracy or completeness of the contents of this book, and specifically disclaim any implied warranties of merchantability or fitness for any particular purpose, and shall in no event be liable for any loss of profit or any other commercial damage, including but not limited to special, incidental, consequential, or other damages. Trademarks CCC Pathways and Redefining the Industry Together are trademarks of CCC Information Services Inc. All other brand and product names used in this guide are trademarks, registered trademarks, or trade names of their respective holders. CCC is not associated with these other products or vendors. CCC Information Services Inc. 222 Merchandise Mart Plaza Suite 900 Chicago, Illinois For Product Support, Call (800) Or visit our Web site at and us. ii

3 Table of Contents Introduction... 1 Chapter 1 Windows Vista Peer-to-Peer Server Configuration... 2 Overview... 2 Configuring the Server... 3 Configure the network components of the server... 3 Setting up Internet Connection Sharing... 4 Share an existing Internet connection... 4 Configure Static IP Addressing... 5 Configure Automatic Private IP Addressing... 6 Configure Network Identification settings... 7 Create Pathways users... 8 Create Pathways group... 9 Add the Installer account to the Administrators group Fast User Switching... 9 Create a share point on the server Backup options Chapter 2 Windows XP Professional Peer-to-Peer Server Configuration Overview Configuring the Server Configure the network components of the server Setting up Internet Connection Sharing Share an existing Internet connection Configure a Virtual ICS connection Configure Static IP Addressing Configure Automatic Private IP Addressing Configure Network Identification settings Create Pathways users Create Pathways group Add the Installer account to the Administrators group Fast User Switching Disable Simple File Sharing for NTFS Create a share point on the server Backup options Chapter 3 Windows 2000 Professional Peer-to-Peer Server Configuration Overview Configuring the Server Configure the network components of the server Setting up Internet Connection Sharing Share an existing Internet connection Configure a Virtual ICS connection Configure Static IP Addressing Configure Automatic Private IP Addressing iii

4 Configure Network Identification settings Create a Pathways group and users Add the Installer account to the Administrators group Create a share point on the server Map a drive letter to the shared directory Backup options Chapter 4 Windows Vista Peer-to-Peer Client Configuration Configure the Workstations - Overview Configure ICS or Automatic Private IP Addressing Configure Static IP Addressing Configure Network Identification settings Create Pathways users Add the Installer account to the Administrators group Fast User Switching Map a drive letter to the shared directory Access Rights Chapter 5 Windows XP Peer-to-Peer Client Configuration Configure the Workstations - Overview Configure ICS or Automatic Private IP Addressing Configure Static IP Addressing Configure Network Identification settings Create Pathways users (XP Professional) Add the Installer account to the Administrators group Create Pathways users (XP Home Edition) Fast User Switching Map a drive letter to the shared directory Access Rights Chapter 6 Windows 2000 Professional Peer-to-Peer Client Configuration Configure the Workstations - Overview Configure ICS or Automatic Private IP Addressing Configure Static IP Addressing Configure Network Identification settings Create Pathways users Add the Installer account to the Administrators group Map a drive letter to the shared directory Access Rights Backup options iv

5 Windows Peer-to-Peer Network Configuration Guide for CCC Pathways Introduction This document reflects the necessary guidelines for configuring your network to run the Pathways family of software products using the following supported operating systems: Windows Vista Windows XP Professional Windows XP Home Edition Windows 2000 Professional This guide assumes that you are installing Pathways for the first time; and while CCC is aware that there are many possible client/server combinations available when setting up a network, this document will cover only some of the most common ones. For further information, please consult your network technician. The Pathways family of products supported in a network environment include: CCC Pathways Appraisal Solution CCC Pathways Estimating Solution CCC Pathways Independent Appraiser Solution Warning! Setting up a network requires a complete understanding of networking theory, as well as a thorough knowledge of all supported operating systems. We strongly urge you to enlist the services of a qualified vendor or consultant to install and set up your network. CCC will answer general questions about running Pathways on a network. If you require extensive consultation on your network configuration or the various Windows based operating systems, you will need to enlist the services of a qualified network technician. CCC is not responsible for the setup or configuration of your internal network systems. Note Pathways will run successfully on a Windows based peer-to-peer network. However, CCC recommends setting up your network with no more than three clients for optimal results. If you exceed five clients, we recommend moving to a dedicated Windows 2000 server. Please refer to the appropriate chapter in this Guide to setup and configure your server and workstations. This must be completed before installing Pathways. 1

6 Chapter 1 Windows Vista Peer-to-Peer Server Configuration Overview Pathways is a client/server-based application in which network clients access a single copy installed to the network server. Once installed, the server acts as a central repository for all program and data files, as well as an internal set of file location pointers. Since these pointers reside on the server, they are the same for every workstation accessing Pathways on the network. Consequently, the installation of Pathways must be done to a commonly mapped network drive on the server. In a peer-to-peer network configuration, each workstation has the ability to operate as both a client and a server. However, with a client/server based application such as Pathways, it is necessary that only one workstation act as the server, with the other workstations, or clients, accessing Pathways from that single server. The installation of Pathways can either be performed from one of the workstations or from the server itself, as long as it installed to a drive that is common to all systems on the network. Important! All subsequent Pathways Program, Data and Graphics updates must be performed at the same system from which the original installation was run. Note If you have more than 3 client workstations running Pathways, then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows Vista workstations (or other supported Windows platforms) as the clients. If you need help, consult your network technician. Note If you will be running Windows 2000 Server or Windows Server 2003 in a nondomain (workgroup) configuration, then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide. If you are installing Windows Vista for the first time, CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system. This will help ensure proper configuration, without any old baggage being brought over from the old operating system. The setup procedures outlined in this guide are provided as an example, and are not meant to be the only possible method for configuring your network. However, we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation. These instructions assume that your network hardware and software have been properly setup and are functioning normally. 2

7 Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document located on the CCC website: CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. Please verify that you have enough disk space prior to beginning your installation of Pathways. You should have at least 4GB of free disk space on your target drive prior to beginning the installation. Note Although 4GB is sufficient for the installation and operation of Pathways, CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth. Configure the network components of the server When a Network Interface Card (NIC) is installed, Windows Vista will automatically install the following required network components. Client for Microsoft Networks File and Printer Sharing for Microsoft Networks Internet Protocol (TCP/IP) These are the only components necessary to get a peer-to-peer network up and running. And for the most part, all of the default settings for these components will work just fine. The only area that needs careful consideration is how you plan to assign TCP/IP addresses to your server and workstations. Note If your peer-to-peer network is already set up and running correctly, and it is configured to use the TCP/IP protocol, you may skip to the Create a Pathways group and users section, later in this chapter. You will have to either use Static IP Addressing, or some form of a Dynamic Host Configuration Protocol (DHCP) server. Static IP Addressing is a very reliable way to configure your network. However, the downside is that it requires manual configuration at every workstation. Windows Vista does not come with a true DHCP server, per se. However, it does come with a very handy utility that will perform the equivalent function: Internet Connection Sharing, or ICS for short. If you have ICS enabled on your Vista workstation, not only can it provide shared Internet access to every workstation on your network, but it also provides automatic IP address assignments to all other workstations on the network, thus eliminating the need to manually assign them. This works even if the peer server does not have a modem, and does not actually share its Internet connection. CCC strongly 3

8 recommends using ICS for IP address assignment due to its simplicity and ease of administration. Another alternative is to utilize the Automatic Private IP Addressing feature of Windows. This feature automatically assigns an IP address to each workstation upon boot-up, even if there is no DHCP server on the network. This makes for very easy network setup and ease of administration, however the downside to using this feature is a longer boot time for each of the workstations. This is due to the system looking for a DHCP server that doesn t exist, and waiting for a response from this non-existent server. Choose one of following three TCP/IP addressing schemes listed below, and then proceed to the appropriate section. ICS (Choose either an existing or Virtual connection.) Static IP Addressing Automatic Private IP Addressing Setting up Internet Connection Sharing Setting up Internet Connection Sharing on your peer server is relatively simple and painless, and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined. If you have two Network Interface Cards (NIC), and an Internet connection that you want to share with the other users on your network, follow the instructions under Share an existing Internet connection. Share an existing Internet connection 1 Click the Start button > Control Panel, and then double-click Network and Sharing Center. 2 From the Network and Sharing, click the Manage Network Connections link. 3 Right-click the connection that you want to share, and then click Properties. 4 Click the Sharing tab, and then select the Allow other network users to connect through this computer s Internet connection check box 5 Click OK. Important! Once ICS is activated on the system sharing the connection, the IP address will automatically change to the static address , therefore, it may lose connectivity to the other workstations until they are properly configured. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. 4

9 Configure Static IP Addressing A Static IP Addressing scheme is a very reliable way to configure your network. However, it does require manual configuration as well as an understanding of how TCP/IP addressing functions. Another point that must be remembered is that whenever a new workstation is added to the network, it will have to be manually configured as well. To configure your server with a Static IP address, follow these steps: 1 Click the Start button > Control Panel > Network and Sharing Center. The Network and Sharing window appears. 2 Click the View status link for the Local Area Connection. The Local Area Connection Status window appears. 3 Click Properties. The Local Area Connection Properties window appears. 4 Click the Internet Protocol Version 4 (TCP/IPv4) component, and then click Properties. The Internet Protocol Version window appears. 5 Click the Use the following IP address selection button, and then enter the following information in the appropriate textboxes. CCC recommends using a non-routable address range such as the following: 5

10 Workstation 1: Workstation 2: Subnet Mask: Peer Server: Important! Each system on the network must be configured with a unique IP address. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. Configure Automatic Private IP Addressing If you will be using Automatic Private IP Addressing, you will need to configure the TCP/IP settings appropriately. To configure your server for Automatic Private IP Addressing, follow these steps. 1 In Classic View mode, click the Start button > Control Panel, and the double-click Network and Sharing Center. The Network and Sharing window appears. 2 Click the View status link for the Local Area Connection. The Local Area Connection Status window appears. 3 Click Properties. The Local Area Connection Properties window appears. 4 Click the Internet Protocol Version 4 (TCP/IPv4) component, and then click Properties. The Internet Protocol Version window appears. 6

11 5 Click the Obtain an IP address automatically selection button. 6 Click OK to close the Internet Protocol Version window. 7 Click Close. The Local Area Connection window closes. 8 Click Close again to close the Local Area Connection Status window. Note You may be prompted to restart your computer for the changes to take effect. Configure Network Identification settings 1 Click the Start button > Control Panel, and then double-click System. The System window appears. 2 Click the Change Setting link. The System Properties window appears. 7

12 3 Verify that the computer has a unique computer. No other computer on your network should have the same name. 4 Click OK to close the System Properties window. Create Pathways users 1 Click Start > right-click Computer > Manage. The Computer Management Console window appears. 2 From the left pane, click the Local Users and Groups component. The User and Groups folders are displayed. 3 Right-click the Users folder and then click New User. The New User window appears. 4 Enter the user name and password in the appropriate textboxes. 5 Click the User must change password at next logon selection button. This will clear the checkmark. Note Add the user installer so that you can install, and update Pathways. You may wish to select both the User cannot change password and Password never expires selection buttons. 6 Click Create. 7 Repeat steps 3 through 6 until all users who will be using Pathways have been added. 8 When you are finished adding users, click Close. 8

13 Note CCC recommends having the same logon name and password on both the server and workstation for each user. This will eliminate users from having to log on separately to both the server and their own workstation. Create Pathways group 1 Click Start > right-click Computer > Manage. 2 Press ENTER. If you are prompted for an administrator password or confirmation, type the password or provide confirmation. The Computer Management window appears. 3 From the left pane of Microsoft Management Console window, click the Local Users and Groups component. The User and Groups folders appear. 4 Right-click the Group folder, and then click New Group. The New Group window appears. 5 Enter the Group name text into the New Group textbox, and then click Add. The Select Users window appears. 6 Enter the user name to add, and then click Check Names. 7 Repeat step 6 until all Pathways users have been added to the group. Click OK. The Select Users window closes. 8 Click Create, and then click Close. Note Make certain the user installer is added to the Pathways group. Add the Installer account to the Administrators group. 1 Click Start > right-click Computer > Manage. The Computer Management Console window appears. 2 From the left pane, click the Local Users and Groups component. The User and Groups folders are displayed. 3 Click the installer user, Right-click the installer user, and then click Properties. The installer Properties window appears. 4 Click the Member Of tab, and then click Add. The select Groups window appears. 5 For Windows XP and Windows Vista, click Advanced, and then click the Find Now button. Lists of groups are displayed in the lower pane. 6 Click the Administrators group, and then click OK to close the Advanced Select Groups window. 7 Click OK, and then click Ok again to close both remaining windows. Fast User Switching CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled. The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs. If Pathways were to run simultaneously in two or more sessions on the same system, file corruption could occur. In addition, when you consider the possibility of many logon sessions running simultaneously, each with various applications still open, the effect on 9

14 performance alone could be quite dramatic. Due to these reasons, Pathways will not be supported to work with Fast User Switching. Create a share point on the server 1 Click Start > right-click Computer > Manage. The Manage Computer window appears. 2 From the Folders pane on the left, right-click the drive you want Pathways to be installed, and then click New > Folder. 3 Enter the folder name (CCCAPPS) and press enter. 4 From the Folders pane on the left, right-click the CCCAPPS folder, and then click Share. The File Sharing window appears. 5 Click the droplist, and then click the users who will be running Pathways, and then click Add. 6 Right click the user Permission Level droplist, and then click Co-owner. 7 Repeat steps 5 and 6 for each user who will be running Pathways. 8 Click the Share button, and then click Done. Note Remember to add the installer account. Map a drive letter to the shared directory In a peer-to-peer configuration, if the server will also be used as a Pathways client, you must map a drive letter to the shared CCCAPPS directory (e.g., P:). Whatever drive letter you choose, this must be the same drive letter that the workstations will use to map to this directory. Another point to remember is that Windows Vista handles different user logons almost as completely separate systems. Therefore, if a drive mapping is created while user1 was logged into Windows, when user2 logs into that same system, the mapping created for user1 will not be present. To map a drive letter, follow these steps: Note If you are not using the server as a client to run Pathways or the monthly updates, then skip to the Backup Options section at the end of this chapter. 1 Click the Start button > Computer, and then click Map network drive from the menu bar. The Map Network Drive window appears. 2 Click the Drive droplist, and then click the drive you want to map. 3 Enter the UNC path of the computer name and folder, and then click Finish. Note If you do not know the correct UNC path to the CCCAPPS folder, or are having difficulty mapping the drive as stated above, then follow the next steps. 4 Click the Start button > Computer, and then click Map network drive from the menu bar. The Map Network Drive window appears. 5 Click the Drive droplist, and then click the drive you want to map. 10

15 6 Click Browse. The Browse For Folder window appears. 7 Click the computer that contains the Pathways folder you created, and then click the CCCAPPS folder. 8 Click OK, and then click Finish. The mapped drive window appears. Backup options A backup system (such as a removable drive, CD-RW, or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data. CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to. Backups should be done as often as is practical. Depending on the need, it is best to back up the system on a daily or weekly basis. For help with implementing a backup system, please enlist the services of a qualified consultant or network engineer. Note The Backup and Restore utility that is installed along with Pathways, was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement. However, this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler. Important! Pathways Backup and Restore will only backup the Pathways work files and configuration files. No program or database files are backed up at all. In the event of a system failure, Pathways would have to be reinstalled first, after which the work files and configuration files can be restored. You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations. Note Prior to installing a Pathways product onto a network, the network operating system should be correctly installed and functioning on the server, and all workstations should be able to successfully attach and login to the server. A qualified computer technician should make any necessary adjustments. 11

16 Chapter 2 Windows XP Professional Peer-to-Peer Server Configuration Overview Pathways is a client/server-based application in which network clients access a single copy installed to the network server. Once installed, the server acts as a central repository for all program and data files, as well as an internal set of file location pointers. Since these pointers reside on the server, they are the same for every workstation accessing Pathways on the network. Consequently, the installation of Pathways must be done to a commonly mapped network drive on the server. In a peer-to-peer network configuration, each workstation has the ability to operate as both a client and a server. However, with a client/server based application such as Pathways, it is necessary that only one workstation act as the server, with the other workstations, or clients, accessing Pathways from that single server. The installation of Pathways can either be performed from one of the workstations or from the server itself, as long as it installed to a drive that is common to all systems on the network. Important! All subsequent Pathways Program, Data and Graphics updates must be performed at the same system from which the original installation was run. Note If you have more than 3 client workstations running Pathways, then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients. If you need help, consult your network technician. Note If you will be running Windows 2000 Server or Windows 2003 Server in a nondomain (workgroup) configuration, then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide. If you are installing Windows XP Professional for the first time, CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system. This will help ensure proper configuration, without any old baggage being brought over from the old operating system. The setup procedures outlined in this guide are provided as an example, and are not meant to be the only possible method for configuring your network. However, we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation. These instructions assume that your network hardware and software have been properly setup and are functioning normally. 12

17 Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document located on the CCC website: CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. Please verify that you have enough disk space prior to beginning your installation of Pathways. You should have at least 4GB of free disk space on your target drive prior to beginning the installation. Note Although 4GB is sufficient for the installation and operation of Pathways, CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth. Configure the network components of the server When a Network Interface Card (NIC) is installed, Windows XP Professional will automatically install the following required network components. Client for Microsoft Networks File and Printer Sharing for Microsoft Networks Internet Protocol (TCP/IP) These are the only components necessary to get a peer-to-peer network up and running. And for the most part, all of the default settings for these components will work just fine. The only area that needs careful consideration is how you plan to assign TCP/IP addresses to your server and workstations. Note If your peer-to-peer network is already set up and running correctly, and it is configured to use the TCP/IP protocol, you may skip to the Create a Pathways group and users section, later in this chapter. You will have to either use Static IP Addressing, or some form of a Dynamic Host Configuration Protocol (DHCP) server. Static IP Addressing is a very reliable way to configure your network. However, the downside is that it requires manual configuration at every workstation. Windows XP Professional does not come with a true DHCP server, per se. However, it does come with a very handy utility that will perform the equivalent function: Internet Connection Sharing, or ICS for short. If you have ICS enabled on your XP Pro workstation, not only can it provide shared Internet access to every workstation on your network, but it also provides automatic IP address assignments to all other workstations on the network, thus eliminating the need to manually assign them. This works even if the peer server does not have a modem, and does not actually share its Internet connection. CCC 13

18 strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration. Another alternative is to utilize the Automatic Private IP Addressing feature of Windows. This feature automatically assigns an IP address to each workstation upon boot-up, even if there is no DHCP server on the network. This makes for very easy network setup and ease of administration, however the downside to using this feature is a longer boot time for each of the workstations. This is due to the system looking for a DHCP server that doesn t exist, and waiting for a response from this non-existent server. Choose one of following three TCP/IP addressing schemes listed below, and then proceed to the appropriate section. ICS (Choose either an existing or Virtual connection.) Static IP Addressing Automatic Private IP Addressing Setting up Internet Connection Sharing Setting up Internet Connection Sharing on your peer server is relatively simple and painless, and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined. If you have dual Network Interface Cards (NIC), and an Internet connection that you want to share with the other users on your network, follow the instructions under Share an existing Internet connection. To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations, follow the instructions under Configure a Virtual ICS connection. Share an existing Internet connection 1 Log into Windows as an Administrator. 2 Click Start > Control Panel. 3 If the Control Panel is set to Category View mode (designated in the left pane), doubleclick Network and Internet Connections, and then Network Connections. If set to Classic View mode, double-click Network Connections. Note If you re in Classic View mode, the link will read, Switch to Category View. If you re in Category mode, the link will read, Switch to Classic View. 4 From the Network Connections window, Right-click the connection you want to share, and the click Properties. 5 Click the Advanced tab, click the Allow other network users to connect through this computer s Internet connection selection button. 14

19 6 If you want others on your network to be able to automatically connect to the Internet, click the Establish a dial-up connection whenever a computer on my network attempts to access the Internet selection button. 7 When finished making selections, click OK. Important! Once ICS is activated on the system sharing the connection, the IP address will automatically change to the static address , therefore, it may lose connectivity to the other workstations until they are properly configured. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. 15

20 Configure a Virtual ICS connection 1 Log into Windows as an Administrator. 2 Click Start > Control Panel, and then double-click Network Connections. 3 From the Network Connections the left pane, click Create a New Connection. (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window.) 4 Click Next to continue. 5 Click the Connect to the network at my workplace selection button, and click Next. 6 Click the Dial-up connection selection button, and click Next. 7 Enter a name for the connection (e.g., ICS), and then click Next. 8 Enter any 7-digit phone number, click Next, and then click Finish. 9 From the Connect Dial-up Connection window that appears, click Properties. 10 Click the Advanced tab and then click the, Allow other network users to connect through this computer s Internet connection selection button. Deselect all other options, and then click OK. (If a Network Connections user name and password Information window appears, click OK, then OK again on the Connection Properties window.) 11 Click Cancel on the Connect window, and close Network Connections. Note This will work even if you do not have a modem in the peer server. The connection may show a red X on it when finished, but ICS will still automatically assign IP addresses to the other workstations. Important! Once ICS is activated on the system sharing the connection, the IP address will automatically change to the static address , therefore, it may lose connectivity to the other workstations until they are properly configured. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. 16

21 Configure Static IP Addressing A Static IP Addressing scheme is a very reliable way to configure your network. However, it does require manual configuration as well as an understanding of how TCP/IP addressing functions. Another point that must be remembered, is that whenever a new workstation is added to the network, it will have to be manually configured as well. To configure your server with a Static IP address, follow these steps: 1 Log into Windows as an Administrator. 2 Click Start > Control Panel, and then double-click Network Connections. 3 From the Network Connections window, right-click the Local Area Connection, and then click Properties. (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window.) 4 Click the Internet Protocol (TCP/IP) component, and then click Properties. 5 Click the Use the following IP address selection button. 17

22 6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed above, and then click OK. CCC recommends using a non-routable address range such as the following: Workstation 1: Workstation 2: Subnet Mask: Peer Server: Important! Each system on the network must be configured with a unique IP address. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. 18

23 Configure Automatic Private IP Addressing If you will be using Automatic Private IP Addressing, you will need to configure the TCP/IP settings appropriately. To configure your server for Automatic Private IP Addressing, follow these steps. 1 Log into Windows as an administrator. 2 Click Start > Control Panel, and then double-click Network Connections. 3 From the Network Connections window, right-click the Local Area Connection, and then click Properties. (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window.) 4 Click the Internet Protocol (TCP/IP) component, and then click Properties. 5 Click the Obtain an IP address automatically, and Obtain DNS server address automatically selection buttons. 6 When you are finished making changes, click OK. 7 Click OK to close Local Area Connection Properties window. 19

24 Configure Network Identification settings 1 Log into Windows as an Administrator. 2 Click Start > Control Panel, and then double-click System. 3 From the Computer Name tab, verify that the server has a unique computer name (e.g., PWServer). No other computer on your network should have this name. 4 The workgroup name can be anything you choose, but must be the same for every computer on your network. To change either the computer or workgroup name, click the Change button and make any necessary changes. 5 When finished, click OK. 6 If prompted to restart your computer, click Yes. Create Pathways users 1 Log into Windows as an Administrator. 2 Click Start > Control Panel. 3 In the left pane, select Switch To Classic View. Note If you re in Classic View mode, the link will read, Switch to Category View. If you re in Category Mode, the link will read, Switch to Classic View. 4 Double-click Administrative Tools, then double-click Computer Management. 20

25 5 From the Computer Management window, expand Local Users and Groups (by clicking the plus sign next to it), and then click the Users folder. 6 Right-click the Users folder, and then click New User. 7 From the New User window, enter the user name installer with a password of your choice. (This account will be used for Pathways installation, Client Setup and program update purposes.) Note CCC recommends having the same logon name and password on both the server and workstation for each user. This will eliminate users from having to log on separately to both the server and their own workstation. 8 Deselect User must change password at next logon, and click Create. Note You may also want to change the settings for the Password never expires and User cannot change password options. 9 Enter the user name and password for one of the users who will be running Pathways from one of the workstations. 10 Deselect User must change password at next logon (and make any other selections you want), and then click Create. 11 Repeat steps 6 through 10 until all Pathways users on the network have been added. (Including an account for the person that will run Pathways at the server, if anyone will be.) 12 When finished adding users, click Close. Create Pathways group 1 From the Computer Management window, right-click Local Users and Groups folder, and then click New Group. 2 Enter Pathways into the Group Name field. 21

26 3 Click Add. The Select Users window appears. 4 Click the Advanced button. The Select Users search window appears. 5 Click Find Now. All Users are displayed in the lower panel. 22

27 6 Depress and hold the CTRL button on the keyboard, and then click each user you just created in the previous steps, then click OK. Note Make certain the user installer is added to the Pathways group. 7 Click OK from the Select Users window. 8 From the New Group window, click Create, and then Close. Add the Installer account to the Administrators group. 1 Click Start > Start > right-click Computer > Manage. 2 From the Computer Management window, under Local Users and Groups, click the Users folder to display the contents in the right pane. 3 Right-click the installer account and then click Properties. 4 From the Member Of tab, click Add. 5 From the Select Groups window, click Advanced. 6 Click the Find Now button. 7 In the lower window, click the Administrators group, and then click Ok. 8 From the Select Users window click OK, and then click OK to close the installer Properties window. Fast User Switching CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled. The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs. If Pathways were to run simultaneously in two or more sessions on the same system, file corruption could occur. In addition, when you consider the possibility of many logon sessions running simultaneously, each with various applications still open, the effect on performance alone could be quite dramatic. Due to these reasons, Pathways will not be supported to work with Fast User Switching. Disable Simple File Sharing for NTFS One of the many new features that Microsoft has developed for Windows XP Professional/Home is Simple File Sharing. Just as the name implies, Simple File sharing attempts to make file sharing as easy as possible. And although Simple File Sharing is sufficient for the average home user, it doesn t offer accessibility to the NTFS level of security needed for Pathways configuration, and therefore needs to be disabled. Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system. To determine if a drive is formatted with NTFS file system, follow these steps: 23

28 1 Click Start > My Computer. The My Computer window appears. 2 Right-click the drive you want to check, and then click Properties. 3 The File System type is displayed in the General tab. To disable Simple File Sharing, follow these steps: 4 Click Start > My Computer. 5 Click Tools from the menu bar at the top of the window, and then click Folder Options. 6 Click the View tab. From the Advanced Settings pane, deselect the Use Simple File Sharing (Recommended) selection button, and then click OK. 24

29 Create a share point on the server 1 Log into Windows as an Administrator. 2 Click Start > My Computer. 3 From My Computer, double-click the drive you want to install Pathways. 4 Click File > New > Folder from the menu bar, and then enter the name of the folder (e.g., CCCAPPS). This is the directory where Pathways is installed and shared with the Pathways users. 5 Right-click the CCCAPPS directory, and then click Sharing and Security. Click the Share this folder selection button. Leave the Share name set to CCCAPPS. 6 Click the Permissions button, and then click Add. 7 From the Enter the object names to select pane, enter the following groups: Administrators, and Pathways, and then click Check Names.. (Follow the same steps previously explained in the Create a Pathways group and users section.) 8 Verify that both groups have been added (valid names are underlined in the pane), and click OK. 9 From the Permissions window, click Administrators and assign them Full Control under Allow. Do the same for the Pathways group. 10 Confirm that both groups have been added with Full Control access. If not, select the appropriate group and correct the type of access. 11 Click the group Everyone, click Remove, and then click OK. Note If you are not using the NTFS file system, then you can skip to the next section. 12 From the Security tab, click the Add button, and then click the Pathways and Administrators groups. (Follow the same steps previously explained in the Create a Pathways group and users section.) 13 Click the Pathways group, assign them Full Control under Allow, and click OK. This will establish CCCAPPS as the shared network drive/directory and grant the Pathways group the proper access. 25

30 Map a drive letter to the shared directory In a peer-to-peer configuration, if the server will also be used as a Pathways client, you must map a drive letter to the shared CCCAPPS directory (e.g., P:). Whatever drive letter you choose, this must be the same drive letter that the workstations will use to map to this directory. Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems. Therefore, if a drive mapping is created while user1 was logged into Windows, when user2 logs into that same system, the mapping created for user1 will not be present. To map a drive letter, follow these steps: Note If you are not using the server as a client to run Pathways or the monthly updates, then skip to the Backup Options section at the end of this chapter. 1 Log into Windows as the user who will be running Pathways. 2 Click Start > My Computer. 3 Click Tools from the menu bar at the top of the window, and then click Map Network Drive. 4 From the Drive droplist, click the appropriate drive letter. 26

31 5 From the Folder textbox, enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (e.g., \\PWSERVER\CCCAPPS). Click the Reconnect at Logon selection button, and then click Finish. 6 Repeat all of the above steps for each user who will be running Pathways from this server, (including the installer account). If you do not know the correct UNC path to the CCCAPPS folder, or are having difficulty mapping the drive as stated above, then follow the next steps, otherwise, continue to the following section. 1 Log into Windows as the user who will be running Pathways. 2 Click Start > My Computer. 3 Click My Network Places from Other Places in the left pane. 4 Click View Workgroup Computers from the Network Tasks in the left pane. 5 Click the server name icon. (See the Configure Network Identification Settings section of this chapter if you need help locating your server name). 6 Right-click the CCCAPPS folder, and then click Map Network Drive. 7 Click the drive letter to be used for Pathways from the droplist. (This must be the same drive letter used by every workstation on the network.) Click the Reconnect at logon selection button, and then click Finish. 8 Repeat all of the above steps for each user that will be running Pathways at this server, (including the installer account). 27

32 Backup options A backup system (such as a removable drive, CD-RW, or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data. CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to. Backups should be done as often as is practical. Depending on the need, it is best to back up the system on a daily or weekly basis. For help with implementing a backup system, please enlist the services of a qualified consultant or network engineer. Note The Backup and Restore utility that is installed along with Pathways, was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement. However, this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler. Important! Pathways Backup and Restore will only backup the Pathways work files and configuration files. No program or database files are backed up at all. In the event of a system failure, Pathways would have to be reinstalled first, after which the work files and configuration files can be restored. You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations. Note Prior to installing a Pathways product onto a network, the network operating system should be correctly installed and functioning on the server, and all workstations should be able to successfully attach and login to the server. A qualified computer technician should make any necessary adjustments. 28

33 Chapter 3 Windows 2000 Professional Peer-to-Peer Server Configuration Overview Pathways is a client/server-based application in which network clients access a single copy installed to the network server. Once installed, the server acts as a central repository for all program and data files, as well as an internal set of file location pointers. Since these pointers reside on the server, they are the same for every workstation accessing Pathways on the network. Consequently, the installation of Pathways must be done to a commonly mapped network drive on the server. In a peer-to-peer network configuration, each workstation has the ability to operate as both a client and a server. However, with a client/server based application such as Pathways, it is necessary that only one workstation act as the server, with the other workstations, or clients, accessing Pathways from that single server. The installation of Pathways can either be performed from one of the workstations or from the server itself, as long as it installed to a drive that is common to all systems on the network. Important! All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run. Note If you have more than 3 client workstations running Pathways, then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients. If you need help, consult your network technician. Note If you will be running Windows 2000 Server or Windows 2003 Server in a nondomain (workgroup) configuration, then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide. If you are installing Windows 2000 Professional for the first time, CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system. This will help ensure proper configuration, without any old baggage being brought over from the old operating system. The setup procedures outlined in this guide are provided as an example, and are not meant to be the only possible method for configuring your network. However, we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation. These instructions assume that your network hardware and software have been properly setup and are functioning normally. 29

34 Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document located on the CCC website: CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. Please verify that you have enough disk space prior to beginning your installation of Pathways. You should have at least 4GB of free disk space on your target drive prior to beginning the installation. Note Although 4GB is sufficient for the installation and operation of Pathways, CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth. Configure the network components of the server When a Network Interface Card (NIC) is installed, Windows 2000 Professional will automatically install the following required network components. Client for Microsoft Networks File and Printer Sharing for Microsoft Networks Internet Protocol (TCP/IP) These are the only components necessary to get a peer-to-peer network up and running. And for the most part, all of the default settings for these components will work just fine. The only area that needs careful consideration is how you plan to assign TCP/IP addresses to your server and workstations. Note If your peer-to-peer network is already set up and running correctly, and it is configured to use the TCP/IP protocol, you may skip to the Create a Pathways group and users section, later in this chapter. You will have to either use static IP addressing, or some form of a Dynamic Host Configuration Protocol (DHCP) server. Static IP addressing is a very reliable way to configure your network. However, the downside is that it requires manual configuration at every workstation. Windows 2000 Professional does not come with a true DHCP server, per se. However, it does come with a very handy utility that will perform the equivalent function: Internet Connection Sharing, or ICS for short. If you have ICS enabled on your 2000 Professional workstation, not only can it provide shared Internet access to every workstation on your network, it also provides automatic IP address assignments to all other workstations on the network. This eliminates the need to manually assign them. This works even if the peer server does not have a modem, and does not actually share its Internet connection. 30

35 CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration. Another alternative is to utilize the Automatic Private IP Addressing feature of Windows. This feature automatically assigns an IP address to each workstation upon boot-up, even if there is no DHCP server on the network. This makes for very easy network setup and ease of administration, however the downside to using this feature is a longer boot time for each of the workstations. This is due to the system looking for a DHCP server that doesn t exist, and waiting for a response from this non-existent server. Choose one of following three TCP/IP addressing schemes listed below, and then proceed to the appropriate section. ICS (Choose either an existing or Virtual connection.) Static IP Addressing Automatic Private IP Addressing Setting up Internet Connection Sharing Setting up Internet Connection Sharing on your peer server is relatively simple and painless, and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined. If you have two Network Interface Cards (NIC), and an Internet connection that you want to share with the other users on your network, follow the instructions under Share an existing Internet connection. To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations, follow the instructions under Configure a Virtual ICS connection. Share an existing Internet connection 1 Log into Windows as an Administrator. 2 Click Start > Settings > Network and Dial-up Connections. 3 Click the connection you want to share. 4 Right-click and then click Properties, or click the Properties button if displayed. 31

36 5 Click the Sharing tab at the top of the window, and then click the Enable Internet Connection Sharing for this connection selection button. 6 If you want others on your network to be able to automatically connect to the Internet, Click the Enable on-demand dialing selection button, and then click OK. Important! Once ICS is activated on the system sharing the connection, the IP address will automatically change to the static address , therefore it may lose connectivity to the other stations until they are properly configured. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. 32

37 Configure a Virtual ICS connection 1 Log into Windows as an Administrator. 2 Click Start > Settings > Network and Dial-up Connections. 3 Click Make New Connection, and then click Next. 4 Click the Dial-up to private network selection button, and click Next. 5 Enter any 7 digit phone number in the textbox and then click Next. 6 Click the For all users selection button, and then click Next. 7 Enter a name in the textbox for the connection (e.g. ICS), and click Finish. 8 From the Connect Dial-up Connection window that appears, click Properties. 9 Click the Sharing tab at the top of the window, and then click the Enable Internet Connection Sharing for this connection selection button. (Do not enable on-demand dialing), and click OK. Note This will work even if you do not have a modem in the peer server. The connection may show a red X on it when finished, but ICS will still automatically assign IP addresses to the other workstations. Important! Once ICS is activated on the system sharing the connection, the IP address will automatically change to the static address , therefore it may lose connectivity to the other stations until they are properly configured. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. 33

38 Configure Static IP Addressing A Static IP Addressing scheme is a very reliable way to configure your network. However, it does require manual configuration as well as an understanding of how TCP/IP addressing functions. Another point that must be remembered, is that whenever a new workstation is added to the network, it will have to be manually configured as well. To configure your server with a Static IP address, follow these steps: 1 Log into Windows as an Administrator. 2 Click Start > Settings > Network and Dial-up Connections. 3 Click the Local Area Connection, right-click, and then select Properties. 4 Click the Internet Protocol (TCP/IP) component, and then click the Properties button. 5 Click the Use the following IP address selection button. 34

39 6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed above, and then click OK. CCC recommends using a non-routable address range such as the following: Workstation 1: Workstation 2: Subnet Mask: Peer Server: Important! Each system on the network must be configured with a unique IP address. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. 35

40 Configure Automatic Private IP Addressing If you will be using Automatic Private IP Addressing, you will need to configure the TCP/IP settings appropriately. To configure your server for Automatic Private IP Addressing, follow these steps. 1 Log into Windows as an Administrator. 2 Click Start > Settings > Network and Dial-up Connections. 3 Right-click the Local Area Connection, and then click Properties. 4 Click the Internet Protocol (TCP/IP) component, and then click the Properties button. 5 Click the Obtain an IP address automatically and Obtain DNS server address automatically selection buttons. 6 When you are finished making changes, click OK. 7 Click OK to close Local Area Connection Properties window. 36

41 Configure Network Identification settings 1 Log into Windows as an Administrator. 2 Click Start > Settings > Network and Dial-up Connections. 3 Click Advanced from the menu bar at the top of the window, and then click Network Identification. 4 From the Systems Properties window, click the Network Identification tab. From the Full Computer Name pane, verify that the server has a unique computer name (e.g., PWServer). No other computer on your network should have this name. 37

42 5 The workgroup name can be anything you choose, but must be the same on every computer on your network. To change either the computer or workgroup name, click the Properties button and make any necessary changes. 6 When finished, click OK. 7 If prompted to restart your computer, click Yes. Create a Pathways group and users 1 Log into Windows as an Administrator. 2 Click Start > Settings > Control Panel. 3 From Control Panel, double-click Administrative Tools, then double-click Computer Management. 4 From the Computer Management window left pane, click Local Users and Groups (by clicking the plus sign next to it), and then click the Users folder. A list of users appears in the right pane. 38

43 5 Right-click the Users folder, and then click New User. 6 From the Add New User window, enter the user name installer with a password of your choice. (This account will be used for Pathways installation, Client Setup and program update purposes.) Note CCC recommends having the same logon name and password on both the server and workstation for each user. This will eliminate users from having to log on separately to both the server and their own workstation. 7 Click the User must change password at next logon selection button to clear the checkmark, and then click Create. Note You may also want to change the settings for the Password never expires and User cannot change password options. 8 Enter the user name and password for one of the users who will be running Pathways from one of the workstations. 9 Click the User must change password at next logon selection button to clear the checkmark (and make any other selections you want), and then click Create. 10 Repeat steps 8 and 9 until all Pathways users on the network have been added. (Add an account if a person will run Pathways from the server.) 11 When finished adding users, click Close. 12 From the Computer Management window left pane, right-click the Groups folder, and then click New Group. 13 Enter Pathways into the Group Name textbox, and then click Add. The Select Users or Groups window appears. 39

44 14 From the upper pane, click the users you just added, and then click Add. 15 Repeat step 14 until you have added all of the users that were created in the previous steps, and then click OK. Note Make certain the user installer is added to the Pathways group. 16 Click the Create button, and then click Close. Add the Installer account to the Administrators group. 1 In Computer Management, under Local Users and Groups, click the Users folder to display the contents in the right pane. 2 Right-click the installer account, and then click Properties. 3 From the Member Of tab, click the Add button. 4 From the Select Groups window, click the Administrators group, click the Add button, and then click OK. 5 Click OK on the installer Properties window to close Computer Management window. 40

45 Create a share point on the server 1 Log into Windows as an Administrator. 2 Click Start > My Computer. 3 From My Computer, double-click the drive you want to install Pathways. 4 Click File > New > Folder from the menu bar, and then enter the name of the folder (e.g., CCCAPPS). This is the directory where Pathways is installed and shared with the Pathways users. 5 Right-click the CCCAPPS directory, and then click Sharing and Security. Click the Share this folder selection button. Leave the Share name set to CCCAPPS. 6 Click the Permissions button, and then click Add. 7 From the Enter the object names to select pane, enter the following groups: Administrators, and Pathways, and then click Check Names.. (Follow the same steps previously explained in the Create a Pathways group and users section.) 8 Verify that both groups have been added (valid names are underlined in the pane), and click OK. 9 From the Permissions window, click Administrators and assign them Full Control under Allow. Do the same for the Pathways group. 10 Confirm that both groups have been added with Full Control access. If not, select the appropriate group and correct the type of access. 11 Click the group Everyone, click Remove, and then click OK. Note If you are not using the NTFS file system, then you can skip to the next section. 41

46 12 From the Security tab, click the Add button, and then click the Pathways and Administrators groups. (Follow the same steps previously explained in the Create a Pathways group and users section.) 13 Click the Pathways group, assign them Full Control under Allow, and click OK. This will establish CCCAPPS as the shared network drive/directory and grant the Pathways group the proper access. Map a drive letter to the shared directory In a peer-to-peer configuration, if the server will also be used as a Pathways client, you must map a drive letter to the shared CCCAPPS directory (e.g., P:). Whatever drive letter you choose, this must be the same drive letter that the workstations will use to map to this directory. Also remember that Windows 2000 Professional handles different user logons as completely separate systems. Therefore, if a drive mapping is created while user1 was logged into Windows, and then user2 logs into that same system, the mapping created for user1 will not be present. To map a drive letter, follow these steps: Note If you won t be using the server as a client to run Pathways, then skip to the Backup options section at the end of this chapter. 1 Log into Windows as the user who will be running Pathways. 2 Right-click the My Network Places icon on the desktop, and then click Map Network Drive. 3 Click the appropriate drive letter from the Drive droplist. (This must be the same drive letter used by every workstation on the network.) 42

47 4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (e.g., \\PWSERVER\CCCAPPS) from the Folder droplist. 5 Click the Reconnect at logon selection button, and then click Finish. 6 Repeat all of the above steps for each user who will be running Pathways at this server, (including the installer account). If you do not know the correct UNC path to the CCCAPPS folder, or are having difficulty mapping the drive as stated above, then follow the next steps, otherwise, continue to the following section. 1 Log into Windows as the user who will be running Pathways. 2 Double-click the My Network Places icon from the Windows desktop. 3 Double-click Computers Near me, and then double-click the server name. The CCCAPPS folder should be listed. 4 Right-click the CCCAPPS folder, and then click Map Network Drive. 5 Click the appropriate drive letter from the Drive droplist. (This must be the same drive letter used by every workstation on the network.) 6 Click Browse from the right of the Folder droplist. Double-click the server name. 7 Click the CCCAPPS folder, and then click OK. 8 Click the Reconnect at logon selection button, and then click Finish. 9 Repeat all of the above steps for each user who will be running Pathways at this server, (including the installer account). Backup options A backup system (such as a removable drive, CD-RW, or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data. CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to. Backups should be done as often as is practical. Depending on the need, it is best to back up the system on a daily or weekly basis. For help with implementing a backup system, please enlist the services of a qualified consultant or network engineer. Note The Backup and Restore utility that is installed along with Pathways, was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement. However, this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler. Important! Pathways Backup and Restore will only backup the Pathways work files and configuration files. No program or database files are backed up at all. In the event of a system failure, Pathways would have to be reinstalled first, after which the work files and configuration files can be restored. You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations. 43

48 Note Prior to installing a Pathways product onto a network, the network operating system should be correctly installed and functioning on the server, and all workstations should be able to successfully attach and login to the server. A qualified computer technician should make any necessary adjustments. 44

49 Chapter 4 Windows Vista Peer-to-Peer Client Configuration Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document located on the CCC website: CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. When a Network Interface Card (NIC) is installed, Windows Vista will automatically install the following required network components. Client for Microsoft Networks File and Printer Sharing for Microsoft Networks Internet Protocol TCP/IP These are the only components necessary to get a peer-to-peer network up and running. And for the most part, all of the default settings for these components will work just fine. The only area that needs careful consideration is how you plan to assign TCP/IP addresses to your workstations. Note If your peer-to-peer network is already set up and running correctly, and it is configured to use the TCP/IP protocol, then you may skip to the Create Pathways users section for either, later in this chapter. The type of TCP/IP addressing scheme needed for the workstations, is determined by the design that was previously chosen for the server. Choose from the list below, the same TCP/IP addressing scheme that was configured for the server, and then proceed to the appropriate section within this chapter. ICS or Automatic Private IP Addressing Static IP Addressing 45

50 Configure ICS or Automatic Private IP Addressing Whether you are going to use ICS or Automatic Private IP Addressing, the workstation configuration is identical. To verify that you have all of the necessary components and their configurations for this type of setup, follow these steps for each of your Vista workstations: 1 Click the Start > Control Panel, and the double-click Network and Sharing Center (In Classic View mode). The Network and Sharing Center window appears. 2 Click the View status link for the Local Area Connection. The Local Area Connection Status window appears. 3 Click Properties. Click Continue if the User Account Control window appears. The Local Area Connection Properties window appears. 4 Click the Internet Protocol Version 4 (TCP/IPv4) component, and then click Properties. The Internet Protocol Version window appears. 5 If it is not already selected, click the Obtain an IP address automatically selection button. 6 Click OK to close the Internet Protocol Version window. 7 Click Close. The Local Area Connection Properties window closes. 8 Click Close again to close the Local Area Connection Status window. Note You may be prompted to restart your computer for the changes to take effect. 46

51 Configure Static IP Addressing A Static IP Addressing scheme is a very reliable way to configure your network. However, it does require manual configuration as well as an understanding of how TCP/IP addressing functions. Another point that must be remembered is that whenever a new workstation is added to the network, it will have to be manually configured as well. To configure your Vista clients with a Static IP address, follow these steps: 1 Click Start > Control Panel, and then double-click Network and Sharing Center (In Classic View mode). The Network and Sharing Center window appears. 2 Click the View status link for the Local Area Connection. The Local Area Connection Status window appears. 3 Click Properties. The Local Area Connection Properties window appears. 4 Click the Internet Protocol Version 4 (TCP/IPv4) component, and then click Properties. The Internet Protocol Version window appears. 5 Click the Use the following IP address selection button, and then enter the following information in the appropriate textboxes. 47

52 CCC recommends using a non-routable address range such as the following: Workstation 1: Workstation 2: Subnet Mask: Peer Server: Important! Each system on the network must be configured with a unique IP address. 6 Click OK to close the Internet Protocol Version window. 7 Click Close. The Local Area Connection Properties window closes. 8 Click Close again to close the Local Area Connection Status window. Configure Network Identification settings 1 Click the Start button > Control Panel, and then double-click System (In Classic View mode). The System window appears. 2 Click the Change Setting link. The System Properties window appears. 3 Verify that the computer has a unique computer. No other computer on your network should have the same name. 48

53 4 The workgroup name can be anything you choose, but must be the same on every computer on the network. 5 Click OK to close the System Properties window. Create Pathways users 1 Click Start > right-click Computer > Manage. The Computer Management Console window appears. 2 From the left pane, click the Local Users and Groups component. The User and Groups folders are displayed. 3 Right-click the Users folder, and then click New User. The New User window appears. 4 Enter the new user name and password in the appropriate textboxes. 5 Click the User must change password at next logon selection button. This will clear the checkmark. Note Add the user installer so that you can install, and update Pathways. You may wish to select both the User cannot change password and Password never expires selection buttons. 6 Click Create. 7 Repeat steps 3 through 6 until all users who will be using Pathways have been added. 8 When you are finished adding users, click Close. Note CCC recommends having the same logon name and password on both the server and workstation for each user. This will eliminate users from having to log on separately to both the server and their own workstation. Add the Installer account to the Administrators group. 1 From the Computer Management left pane for Local Users and Groups, click the Users folder to display the contents in the right pane. 2 Right-click the installer account, and then click Properties. 3 Click the Member Of tab, and then click Add. 4 From the Select Groups window, click the Advanced button, and click the Administrators group from the lower pane. 5 Click OK to close the Select Users Group window. 6 Click OK to close the installer Properties window. 49

54 Fast User Switching CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled. The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs. If Pathways were to run simultaneously in two or more sessions on the same system, file corruption could occur. In addition, when you consider the possibility of many logon sessions running simultaneously, each with various applications still open, the effect on performance alone could be quite dramatic. Due to these reasons, Pathways will not be supported to work with Fast User Switching. Map a drive letter to the shared directory. In a peer-to-peer configuration, you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server. This can be done easily through My Computer. To map a drive letter, follow these steps. 1 Click the Start button, and then click Computer. The Manage Computer window appears. 2 From the Folders pane on the left, right-click the drive you want Pathways to be installed, and then click New > Folder. 3 Enter the folder name (CCCAPPS) and press enter. 4 From the Folders pane on the left, right-click the CCCAPPS folder, and then click Share. The File Sharing window appears. 5 Click the droplist, and then click the users who will be running Pathways, and then click Add. 6 Right click the user Permission Level droplist, and then click Co-owner. 7 Repeat steps 5 and 6 for each user who will be running Pathways. 8 Click the Share button, and then click Done. Note Remember to add the installer account. Access Rights One of the features of Windows Vista is increased security. System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system. Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation. In order to install, or update the Pathways program, the user must have Administrator level access. This is due to the fact that during the installation or update, program components are being installed and entries are made to the Windows Registry. 50

55 Note Administrator level access is only needed during Pathways installation, Client Setup and program updates. The monthly Data and Graphics CD s can be run by any regular Pathways user. Important! Once Pathways is installed and Client Setup has been run, proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process. This includes the server if you are planning to run Pathways from that station as well. See the Network Installation & Update Guide for Pathways for details. You are now ready to proceed with the installation of your Pathways product. Please refer to the Network Installation & Update Guide for Pathways for more information. 51

56 Chapter 5 Windows XP Peer-to-Peer Client Configuration Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document located on the CCC website: CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. When a Network Interface Card (NIC) is installed, Windows XP will automatically install the following required network components. Client for Microsoft Networks File and Printer Sharing for Microsoft Networks Internet Protocol TCP/IP These are the only components necessary to get a peer-to-peer network up and running. And for the most part, all of the default settings for these components will work just fine. The only area that needs careful consideration is how you plan to assign TCP/IP addresses to your workstations. Note If your peer-to-peer network is already set up and running correctly, and it is configured to use the TCP/IP protocol, then you may skip to the Create Pathways users section. The type of TCP/IP addressing scheme needed for the workstations, is determined by the design that was previously chosen for the server. Choose from the list below, the same TCP/IP addressing scheme that was configured for the server, and then proceed to the appropriate section within this chapter. ICS or Automatic Private IP Addressing Static IP Addressing 52

57 Configure ICS or Automatic Private IP Addressing Whether you are going to use ICS or Automatic Private IP Addressing, the workstation configuration is identical. To verify that you have all of the necessary components and their configurations for this type of setup, follow these steps for each of your XP workstations: 1 Log into Windows as an Administrator. 2 Click Start > Control Panel. The Control Panel window appears. 3 Double-click Network Connections. The Network Connections window appears. 4 From the Network Connections window, right-click the Local Area Connection, and then click Properties. 5 Verify that the components listed below are present. (If not, you can use the Install button to add the missing components.) Note Additional components are not needed for a simple peer-to-peer network installation, and can probably be uninstalled. (Consult with your network technician to be certain.) 6 Click the Internet Protocol (TCP/IP) component, and then click Properties. 53

58 7 Click the Obtain an IP address automatically and Obtain DNS server address automatically selection buttons. 8 Click OK. The Internet Protocol (TCP/IP) Properties window closes. 9 Click OK. The Local Area Connection Properties window closes. Note If the above section was just completed, skip to the Configure network identification settings section later in this chapter. Configure Static IP Addressing To configure your XP clients with Static IP addresses, follow these steps: 1 Log into Windows as an Administrator. 2 Click Start > Control Panel. The Control Panel window appears. 3 Double-click Network Connections. The Network Connection window appears. 4 Right-click the Local Area Connection, and then click Properties. 5 Click the Internet Protocol (TCP/IP) component, and then click Properties. 6 Click the Use the following IP address selection button. 54

59 7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed above, and then click OK. CCC recommends using a non-routable address range such as the following: Workstation 1: Workstation 2: Subnet Mask: Peer Server: Important! Each system on the network must be configured with a unique IP address. 8 Click OK. The Internet Protocol (TCP/IP) Properties window closes. 9 Click OK. The Local Area Connection Properties window closes. 55

60 Configure Network Identification settings 1 Log into Windows as and Administrator. 2 Click Start > Control Panel. The Control Panel window appears. 3 Double-click Network Connections. The Network Connection window appears. 4 Click Advanced > Network Identification. The System Properties window appears. 5 Click the Computer Name tab. From the Full Computer Name, verify that the workstation has a unique computer name (e.g., Workstation1). No other computer on your network should have the same name. 56

61 6 The workgroup name can be anything you choose, but must be the same on every computer on your network. 7 To change either the computer name or workgroup name, click the Change button and make any necessary changes. 8 When finished, click OK. 9 If prompted to restart your computer, click Yes. Create Pathways users (XP Professional) 1 Log into Windows as an Administrator. 2 Click Start > My Computer > Manage. The Computer Management window appears. 3 From the Computer Management left pane, click the plus sign Local Users and Groups to expand, and click the Users folder. The users are listed in the right pane. 57

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