Network Setup Instructions

Transcription

1 Network Setup Instructions This document provides technical details for setting up the Elite Salon & Spa Management program in a network environment. If you have any questions, please contact our Technical Support Department at (Option 3). All Network Preparation Overview pre-requisites previously provided by our Sales Representative must be completed prior to the network appointment with Elite Software. It is highly recommended that you employ the services of a qualified computer technician to assist you on-site with the configuration of the Elite programs detailed in this document. Additionally, your technician should verify the following tasks have been completed prior to your network appointment. Networking Tasks: 1. Verify that any 32-bit version of Windows 2000 Professional or greater is setup on the administrative and/or workstation computers. (NOTE: XP Home on the administrative computer does not function with any Vista workstations). 2. Verify that the latest release of the Elite Salon & Spa Management program is installed on all computers. 3. Ensure a TCP/IP hardwired network exists, with special permissions already configured to allow FULL data access to the administrative computer s shared ELITEWIN folder from all workstation computers. 4. Have a list of all Windows administrative user accounts and passwords on administrative and workstation computers available. 5. Have a list of all firewalls and anti-virus programs installed on administrative and workstation computers available. 6. Install the Vista Software Tool Kit on all computers on the network running any version of the Windows Vista operating system. Please contact the Customer Service department at (Option 4) regarding obtaining this tool kit for no additional cost. Elite Software, Inc. can be contacted using the following information: support@elitesoftware.com Page 1 of 7 Rev. 04/08

2 Administrative Computer Configuration Modify the security device: 1. Once the Elite Salon & Spa Management program is installed on the administrative computer it will have to be configured to allow connections from the remote workstation computers. To do this it is necessary to update the security device. This is done by entering a series of security codes to reflect the license changes for network capability. This process will require speaking with an Elite Software Technical Support Representative over the telephone as the changes are made. 2. When you are ready, close all programs that are open and start the Elite License Manager. Click on the following: Start Menu All Programs Elite Utilities Menu Elite License Manager When the Elite License Manager opens, select My license information has changed, and I need to update my security device to reflect these changes and click on Next. You will then be prompted to verify that the security device is attached to this computer and click Next to continue, click Next to proceed. 3. You will then be provided with a Session ID and prompted for a Security Code. The Elite Software Technical Support Representative will provide this Security Code once the Session ID is obtained. Enter the provided Security Code and click Upgrade to make the changes to the security device. You will then be provided with a confirmation code to read back to the Elite Software Technical Support Representative. Once you confirm the security device modification is compete, you may exit this screen by clicking exit. Note: If your technician wishes to complete the network setup without the assistance of Elite Software s Technical Support Department, the security device can be modified without a network appointment. Please have an employee with administrative privileges at your location contact our Technical Support Department at (Option 3). Page 2 of 7 Rev. 04/08

3 Configure the Elite Network Administrator : 1. Click on the following: Start Menu All Programs Elite Utilities Menu Elite Tech Support Tools 2. Once Elite Tech Support Tools is open, proceed with the following: Double click #15 (Network: Create ELITEWIN Network Share) Click Yes, then any key to continue. Double click on #16 (Network: Set UNC path for Network Administrator) Click Yes, Yes. This should open the Elite Network Administrator. * Please note what the Elite Network Administrator reports the Server Name to be. This will be required again later. Page 3 of 7 Rev. 04/08

4 3. If the Elite Network Administrator is closed, it will close any open connection to the Elite Salon & Spa Management program, so it is strongly suggested at this point to minimize the Elite Network Administrator. It will minimize to the system tray. Note: Elite Software recommends that you create a shortcut on your desktop of the Network Administrator program. This program is required to run at all times in order for the Elite Salon & Spa Management program to run properly on the network environment. Note: 4. Elite Tech Support Tools should still be open. Select #9 (DCOM Registry settings (Windows XP-SP2)), regardless of the operating system. Enter the access code: EL63. This will adjust the DCOM settings, and create firewall exceptions for the Windows firewall. The DCOM settings are required no matter which version of Windows is being used on the main computer. If you are using Windows XP SP2 then the firewall exceptions will also be created. Otherwise, please note the Manual Firewall Exception List section at the end of this document. Other versions of Windows such as 2003 or Vista may require additional steps. Please visit our web site for details. Once this process is completed, the main computer can then be treated as a workstation for the rest of the setup. Please keep in mind that the administrative computer must be running at all times for the Elite Salon & Spa Management program to function properly on all computers. It is strongly suggested that you implement the following preventative maintenance tasks to maximize your network s performance: o o Make sure all computers and router are connected to a UPS (Uninterruptable Power Supply, Battery Backup). Perform regular backups of the Elite Salon & Spa Management data, rotate backup media and test your backups. Page 4 of 7 Rev. 04/08

5 Workstation Configuration Modify Elite Configuration 6.1 : 1. The Elite Configuration 6.1 must be run on all workstation computers (as well as the administrative computer) in order for the Elite Salon & Spa Management software program to operate on a network environment. 2. Open the Elite Configuration 6.1 by clicking on the following: Start Menu All Programs Elite Utilities Menu Elite Management Config 3. Make sure to provide a Station Name for this computer. This is how the Elite programs will track usage of the program. This does not have to match the computers NetBIOS name. 4. Change Data Type to Real. 5. Under Machine Type select Network, and type in the NetBIOS name of the main computer, or what was reported from the Elite Network Administrator as the Server Name. 6. Click Test. If successful, click ok, then Accept to save the settings. This computer should then be able to open the Elite Salon & Spa Management program on the network environment. 7. Repeat steps for all workstation computers. If for any reason the workstation configuration fails, please double check the Manual Firewall Exception List on the next page. If any problems persist with the configuration, follow the suggestions in the Trouble Shooting section. Page 5 of 7 Rev. 04/08

6 Manual Firewall Exception List (Required only on Administrative computer) Default exceptions for File and Printer Sharing (ports , and 445) Open TCP/IP ports for bi-directional communication Allow bi-directional communication for the following EXEs, located by default in the C:\ELITEWIN\> folder: Elite.exe EsmwNAdmn.exe EsmwMsgr.exe EsmMail.exe EsmwBrdg.exe ELM.exe Allow bi-directional communication for the following EXEs, located by default in the SYSTEM32 folder: sessmgr.exe Trouble Shooting Q: When testing from config the test fails with an error message #70 Permission Denied. How do I fix this? A: Verify the user has FULL data access to the network path on the server share and on the NTFS file permission level. This can be done from the Start button, run, then type \\maincomputername and select Ok. This should open a window with the list of shared folders on the main computer. If for any reason a username and password prompt appears or an error stating Permission Denied, then the Windows user groups or NTFS file permissions have not been properly set as defined in the Network Preparation Overview document. Also, verify that all exceptions are created and implemented on the firewalls, and any Anti-Virus programs. Detailed instructions are available for creating exceptions for most Anti-Virus programs. Q: Does Elite Software have any tools to automatically configure user permissions or do they have to be set manually? A: Yes, Elite Software has tools to automatically configure user permissions. Follow the instructions below to download the XP-Server.exe. Downloading and Installing XP-Server.exe 1. Make sure you are connected to the Internet. 2. Click on the Start menu of your desktop. Click Run. 3. In the Open field type: ftp.elitesoftware.com. 4. Once the FTP site opens, double-click on XP-Server.exe. Click Run. 5. Once the download is complete it will prompt you with an installation message. Click Extract. 6. The extraction will take a few moments. Once the screen goes away the extraction is complete. Close the FTP window. Page 6 of 7 Rev. 04/08

7 If your computer does not have an internet connection, follow the instructions below to manually configure user permissions. Manually Setting Everyone Permissions on Elitewin Directory 1. Open up My Computer. Select Local Disk C: 2. Right-click on the Elitewin folder. Select Sharing and Security. 3. Ensure that the folder is being shared. Select Permissions. 4. Make sure there is an Everyone group and that it has Full Control. If not, click Add and then type in Everyone. Then give it full control. Press OK. 5. Select the Security tab (If this tab does not exist, please refer to your Operating System User Manual). Make sure the Security tab has an Everyone group. If not, please click Add and then type in Everyone and press OK. Then select Full Control for this group. 6. Press OK twice. Q: I am receiving an error message Database Maintenance is currently running ; when I know it is not. What is causing this? A: This is caused from having READ-ONLY access to the files, either the share, NTFS level, or file attributes. Q: I am receiving an error message Test failed due to the following error: The remote server machine does not exist or is unavailable, or 462, The remote server machine does not exist or is unavailable. A: Either the Name of Administrator computer is incorrect, or it is unable to locate the main computer. It may be suggested to either try the fully qualified domain name, IP address, double check all exceptions, or perform network diagnostics. If problems persist during the network configuration of the Elite software programs, please contact the Elite Software Technical Support Department at (Option 3). Page 7 of 7 Rev. 04/08