SWCS 4.2 Client Configuration Users Guide Revision /26/2012 Solatech, Inc.

Transcription

1 SWCS 4.2 Client Configuration Users Guide Revision 49 11/26/2012 Solatech, Inc.

2 Contents Introduction... 4 Installation... 4 Running the Utility... 4 Company Database Tasks... 4 Verifying a Company... 4 To verify a company database... 4 Viewing a Company Event Log... 4 To view the log file... 5 To view these text files... 5 Sharing and Security... 5 Map a Drive to the Server... 5 Setup Windows Firewall for SQL Server... 5 File Management... 6 Manage File Locations... 6 Changing the location of a folder... 6 Copy, move or delete files... 6 Set the minimum level file and folder security... 6 Validate File Locations... 7 Show the Companies folder in Windows Explorer... 7 Show the Products folder in Window Explorer... 7 Using the tools in the right sidebar... 7 License Tools... 7 Activate a License... 7 Reset a License... 7 View my SWCS License... 8 Validate my SWCS License... 8 SWCS Tools... 8 Windows Tools... 8 System Information... 8 System Overview... 8 SWCS 4.2 Client Configuration Solatech, Inc. Page 2 of 9

3 Window Event Logs... 8 Windows Scheduler... 8 Windows Firewall... 8 Windows Security Center... 9 Resources... 9 SWCS 4.2 Client Configuration Solatech, Inc. Page 3 of 9

4 Introduction The SWCS 4.2 Client Configuration utility is a utility that will assist in managing a client (workstation) installation of the Solatech Window Covering Software. This tool will make it easy to map drives, verify server communication and manage file locations. Installation The SWCS 4.2 Client Configuration utility is installed as part of the Solatech Window Covering Software; there is not a separate install procedure for this utility. Running the Utility To run the SWCS 4.2 Client Configuration utility, click its Start menu shortcut at Start, All Programs, Solatech, Solatech Window Covering Software 4, Utilities, SWCS 4.2 Client Configuration. When it starts you will be presented with various links to perform tasks on your computer. These links and their functions are addressed below. Company Database Tasks Verifying a Company Use Verify a Company to make sure that a company database is setup correctly for the Solatech Window Covering Software to access it. Note: Verifying a company does not ensure that any network access issues are addressed. That is up to the network administrator. To verify a company database 1. Click the Verify a Company task. 2. Select the company that you want to verify. 3. Click OK. 4. Login if you are prompted. 5. If the company can be accessed then you will receive a The company is valid. message. If you don t see this then you will see various error messages that will indicate the problem or a source of the problem. Viewing a Company Event Log You will often find it useful to view the event log when diagnosing problems with a company. The event log contains not only a list of the problems the system encountered, but also notices of what is happening with the data, such as when a user creates an order or performs a Roaming Workstation sync. SWCS 4.2 Client Configuration Solatech, Inc. Page 4 of 9

5 To view the log file 1. Click the View a Company Event Log task. 2. Select the company whose log you want to view. 3. Click OK. 4. Login if you are prompted. 5. The Event Log Viewer will appear. You can now change the date range of events to view by clicking on a date from the calendar on the left. As long as the Solatech Window Covering Software can access the company database, events will be written to the event log. If the software is unable to access the company database and an event needs to be logged, the event will instead be logged to a text file. To view these text files 1. Click Technical Support from the right sidebar. 2. Click Log Files. 3. Click View Other Logs. Sharing and Security Map a Drive to the Server In order for a SWCS client to access the SWCS data files on the server, the workstation needs to be mapped to the shared SWCS data files on the server. This client utility can t map the drive for you, but it can get things started. 1. Click Map a Drive to the Server. 2. The Map Network Drive wizard will start. 3. Select a drive letter to use. The letter you choose is not important just remember what it is so you can select it in the SWCS File Manager later. 4. Click the Browse button and navigate to the WCS 4 share located on your server. 5. Click Finish to map the drive. Setup Windows Firewall for SQL Server In order for Microsoft SQL Server to have access to the network your Firewall software must be adjusted. The client configuration utility can adjust Windows Firewall automatically: 1. Click Setup Windows Firewall for SQL Server. 2. The prompt will indicate how the firewall will be adjusted. 3. Click yes to setup the Windows Firewall. This utility can only adjust Windows Firewall. If you are using third-party firewall software, it must be adjusted manually. SWCS 4.2 Client Configuration Solatech, Inc. Page 5 of 9

6 File Management While the Solatech Window Covering Software uses a database to store customers and orders, it also uses files for various tasks, such as storing orders transferred for Roaming Workstations, Solatech Connect log files, product files, etc. Use the various tasks under File Management to help find and organize the files and folders used by the Solatech Window Covering Software. Manage File Locations The File Manager module is used to create and manage the files and folders used by the Solatech Window Covering Software. Use this module to assign folders for the various file types, view and files and set security on the required folders. The following tasks can be performed from the File Manager: Changing the location of a folder Copy, move or delete files Share the root data folder Set the minimum level file and folder security for SWCS to function correctly Changing the location of a folder 1. Click the Manage File Locations task. The File Manager will open. 2. Select a file type whose location you want to change. 3. Click the Browse button and select the folder that contains the files for the respective file type. 4. If the folder is valid then files will be listed. 5. Repeat step 2 and 3 for each of the file types you want to adjust. Copy, move or delete files 1. Click the Manage File Locations task. The File Manager will open. 2. Select a file type whose files you want to copy, move or delete. 3. In the files list, select the file(s) you want to work with. Hold the Shift or Control keys to select multiple files. 4. Right-click on one of the selected files. 5. From the menu, choose the menu command for the task you want to perform. Note: Files deleted by the File Manager are not sent to the recycle bin; they are deleted permanently. Set the minimum level file and folder security 1. Click the Manage File Locations task. The File Manager will open. 2. Click the Set security for the required folders link at the bottom of the screen. 3. Read over the prompt, paying attention to what security will be set for the various folders. 4. Click the Yes button. Note: You will need Administrative permission to set security on Windows Vista or higher. SWCS 4.2 Client Configuration Solatech, Inc. Page 6 of 9

7 Setting security via the File Manager is the recommended method for sharing the data used by SWCS. However, it s not the only way. If you are familiar with sharing and security in Windows then you can set the security using Windows Explorer. Validate File Locations Validating the file locations will cause the File Manager to check that each folder setup to be used by SWCS exists and is accessible. If there are any invalid folders then you will be prompted with a message indicating the problem folder. Show the Companies folder in Windows Explorer If a valid folder has been assigned to the Companies folder, clicking the Show the Companies folder in Windows Explorer link will open the folder in Windows Explorer. The Companies folder is the preferred location of the SQL Server database files. Show the Products folder in Window Explorer If a valid folder has been assigned to the Products folder, clicking the Show the Products folder in Windows Explorer link will open the folder in Windows Explorer. Using the tools in the right sidebar The SWCS 4.2 Client Configuration utility provides access to many different tools and utilities, from both Solatech and Microsoft Windows. License Tools The license tools make it easy to manage your software license for the Solatech Window Covering Software on the server. Activate a License Click Activate a License to start the Solatech License Activation Utility. Once started, just select the application for which you want to create a license and click Continue. When prompted, enter the CD Key and click Unlock. You will then be prompted to activate your license. Just click Next to activate over the Internet. Reset a License There are a few instances where you will need to reset your software license. For example, if you are moving your software from one server to another. To reset your software license, click the Reset a License link. Select the application whose license you want to reset and then enter the Reset Code given to you by Solatech. Once the license is reset, you ll need to re-enter the CD Key and activate the license before you can use the software that requires the license. SWCS 4.2 Client Configuration Solatech, Inc. Page 7 of 9

8 View my SWCS License Click View my SWCS License to view the installed license. If the license is valid, a dialog box will be displayed showing when the license expires, your Product ID and the number of seats available to the license. Validate my SWCS License Click Validate my SWCS License to have the server manage check the license to make sure it s accessible and that it has not expired. If the license has expired or will expire soon you will be prompted to re-activate it. SWCS Tools The Technical Support link under SWCS Tools will run the Solatech Window Covering Software Technical Support dialog box. From there you will have access to many different diagnostic tools, some specific to SWCS. Windows Tools There are many tools in Windows to help you configure your system and diagnose problems. Shortcuts for the tools that Solatech uses frequently for support are listed on the right sidebar and are: System Information This will open the Windows System Information utility. Use this utility to find very detailed information about your computer hardware. System Overview This will open the System Properties dialog box, which you can use to find your computer name (useful for network setup) as well as adjust remote access settings. Window Event Logs This will open the Windows Event Viewer where you can find information such as who has logged on to your system, what services are running and more importantly, what services, applications and hardware are having problems. Windows Scheduler This will open the Windows Scheduler where you can find out what programs are setup to run on a schedule. You can also setup your own programs to run on a schedule. Windows Firewall This will open the Windows Firewall application where you can enable/disable the firewall and configure it to allow various programs specific access to your network and the Internet. The Solatech Window Covering Software is one program that requires specific rules to be setup in Windows Firewall (or other firewall software if you are using something other than Windows Firewall) in order to function over the network. SWCS 4.2 Client Configuration Solatech, Inc. Page 8 of 9

9 Windows Security Center This will open the Windows Security Center where you can view and configure the various security related aspects of Windows, such as firewalls, anti-virus applications and backup/restore. Resources The links in the Resources section will take you to some commonly used pages on the Solatech.com web site. SWCS 4.2 Client Configuration Solatech, Inc. Page 9 of 9