How to install Magellan 6

Transcription

1 Information sheet Magellan S T Ü B E R How to install Magellan 6 Updated: All statements made in this document represent the current status of products - errors reserved and can be revised in the context of further development. Contents Contents... 1 Initial installation of Magellan Install Firebird Installation of Magellan Server installation... 3 Program file paths, general settings, license files and data folders... 5 Workstation installation... 5 Single-user installationd... 5 Start Magellan 6 after initial installation... 6 You would like to set up multiple workstations? Problems with the installation? Magellan fails to start on the server? Magellan fails to start on the workstation? Update from Magellan 5 to Magellan Export the password data from Magellan Uninstall Firebird Install Firebird Install Magellan Conversion of the Magellan 5 database Restore the password data from Magellan Parallel use of Magellan 5 und Magellan Update from Firebird 2.1 to Firebird Important: These instructions describe in detail how to install Magellan 6. For the initial installation please follow the instructions in the proceeding section Initial installation of Magellan 6. If you would like to update from Magellan 5 to Magellan 6 please read through Update from Magellan 5 to Magellan 6. Initial installation of Magellan 6 This section describes the individual steps installing Magellan 6. Please take note of the system requirements in the Magellan 6 Liesmich.txt : ftp://ftp.stueber.de/pub/bin/de/magellan/v6/magellan6.liesmich.txt Installation of Firebird Installation of Magellan Server installation Client installation Single-user installation Start Magellan after installation 1

2 Install Firebird 2.5 Download the Firebird installer via the following link: ftp://ftp.stueber.de/pub/bin/de/magellan/v6/firebird _0_win32.exe Double click the file Firebird _0_Win32.exe to begin the installation. The default components of the first wizard options do not need to be changed. Please select Weiter to continue. On the proceeding prompt tick the box Die Firebird Client-Bibliothek ins Systemverzeichnis kopieren. Important: Firebird should only be installed on the computer that the database will be saved on. That could be either a server or standalone PC. Installation of Magellan 6 For installing Magellan 6 please procede as follows: Download the Magellan installer from our website or under the following link: ftp://ftp.stueber.de/pub/bin/de/magellan/v6/magellan6.msi Double click the Magellan6.msi installer. The setup wizard will initialise and installation files will be extracted. 2

3 Click Weiter. You must now select the installation group: Server: The database server and all other modules are installed on the server. As a rule this is where the Magellan 6 database will be found. The clients that access the server are installed via the option Arbeitsplatz. Einzelplatz (Single-user): The database server and all other modules are installed on the server. It is equivalent to the server installation in the network and is therefore selected via the same option. Arbeitsplatz (Workstation): This will install a workgroup in the network. Only the application files and database client will be installed but not the database, reports or scripts. An Arbeitsplatz installation requires a server. Firebird must not be installed on this workstation. Select the desired option group. Further information on these option definitions can be found under the headings Server installation, Workstation installation und Single-user installation. Important: The installation of the database server (Firebird) is required for the server and single-user installation groups. Server installation After you have selected the Server bzw. Einzelplatz installation group the setup wizard will be ready to install the files. The installation itself must be done on the server. Confirm the destination for the program files. 3

4 Confirm the destination for the database and click on Weiter. Confirm the destination for the data folder (reports, documents, imports, scripts and template folder) and click on Weiter. Click on Installieren to begin the installation. The installation can take a few minutes. To finish the installation click Fertigstellen. 4

5 Program file paths, general settings, license files and data folders After completion of the installation, files are found in the following folders on the server by default: Application files (e.g. Magellan.exe): Vista: C:\Program Files\Stueber Systems\Magellan 6 XP: C:\Program Files\Stueber Systems\Magellan 6 Windows 2000 C:\Programs\Stueber Systems\Magellan 6 Windows 7 C:\Program Files\Stueber Systems\Magellan 6 Windows Server 2008: C:\Program Files (x86)\stueber Software\Magellan 6\ Windows 8: C:\Programs\Stueber Systems\Magellan 6 General settings and license data (e.g. Magellan.evm, Magellan.lic, Magellan.SiteInfo, Magellan.UserInfo): Vista: C:\Program Data\Stueber Software\Magellan 6 XP: C:\Dokumente and Settings\All Users\Application Data\Stueber Software\Magellan 6 Windows 2000: C:\Dokuments and Settings\All Users\Application Data\Stueber Software\Magellan 6 Windows 7: C:\Program Data\Stueber Software\Magellan 6 Windows Server 2008: C:\Program Data\Stueber Software\Magellan 6 Windows 8: C:\Program Data\Stueber Software\Magellan 6 Data folder (Templates, scripts, imports, documents, reports, data folder): Vista: C:\Users\Public\Documents\Stueber Systems\Magellan 6 XP: C:\Documents and Settings\All Users\Application data\stueber Systems\Magellan 6 Windows 2000: C:\Documents and settings\all Users\Documents\Stueber Systems\Magellan 6 Windows 7: C:\Users\Public\Documents\Stueber Systems\Magellan 6 Windows Server 2008: C:\Program Data\Documents\Stueber Systems\Magellan 6 Windows 8: C:\Users\Public\Documents\Stueber Systems\Magellan 6 Note: The paths are examples of the German operating systems and vary depending on the language or version of the operating system. Workstation installation In contrast to the server installation only the following standard folders will be installed during the workstation installation: Applications, settings and license files. Single-user installationd The single-user installation consists of the server installation. 5

6 Start Magellan 6 after initial installation Start Magellan 6 after ending the installation wizard. After closing the setup wizard please now open Magellan 6. When prompted for a username enter sysdba and password masterkey. The Magellan 6 welcome assistant will then appear. Click Weiter. In order to be able to start Magellan you must enter either your test or full version license. If you don t yet have a license select Eine Testlizenz anfordern to request a test license and click on Weiter. Using the wizard you can directly request a license and receive if via either as text or a file. Once you have received your licence information, select Meine Lizenzdaten eingeben and then click on Weiter. 6

7 Enter your license data here. Alternatively, if you received a license file you can select it via Lizenz importieren. Then click on Weiter. Select your Bundesland here and click on Weiter. You must decide whether you are using a local or remote database. For the Einzelplatz (Single-user) installation select Lokale Datenbank. For a workstation installation select Entfernte Datenbank. Remote database When selecting Entfernte Datenbank (remote database) you will be prompted to enter the server name and database path. 7

8 In the Server field enter the server name or IP address of the server where the Magellan 6 resides. In the field underneath please specify the local server path to the Magellan 6 database. The default path to the Magellan 6 database is: Vista: C:\Users\Public\Documents\Magellan 6\Datenbank\Magellan6.fdb XP: C:\Documents and settings\all Users\Application Data\Stueber Software \Magellan 6\Datenbank\Magellan6.fdb Windows 2000: C:\ Documents and settings \All Users\Dokuments\Stueber Software\Magellan 6\Datenbank\Magellan6.fdb Windows 7: C:\Users\Public\Documents\Stueber Software\Magellan 6\Datenbank\Magellan6.fdb Windows Server2000: C:\Program Data\Documents\Stueber Software\Magellan 6\Datenbank\Magellan6.fdb Windows Server 2008: C:\Program Data\Documents\Stueber Software\Magellan 6\ Datenbank\Magellan6.fdb The above paths are examples of the German operating systems and can vary depending on the language and exact operating system. If you kept the default settings during the installation then one of above paths will apply. Local Database Directly on the server or a Single-User please choose Lokale Datenbank. You will then simply be prompted to enter the database path. The default path to the Magellan 6 database is: Vista: C:\Users\Public\Documents\Magellan 6\Datenbank\Magellan6.fdb XP: C:\Documents and settings\all Users\Application Data\Stueber Software\Magellan 6\Datenbank\Magellan6.fdb Windows 2000: C:\ Documents and settings\all Users\Dokumente\Stueber Software\Magellan 6\Datenbank\Magellan6.fdb Windows 7: C:\Users\Public\Documents\Stueber Software\Magellan 6\Datenbank\Magellan6.fdb Windows Server2000: 8

9 C:\Program Data\Documents\Stueber Software\Magellan 6\Datenbank\Magellan6.fdb Windows Server2008: C:\Program Data\Documents\Stueber Software\Magellan 6\Datenbank\Magellan6.fdb The above paths are examples of the German operating systems and can vary depending on the language and exact operating system. If you kept the default settings during the installation then one of above paths will apply. In the image below the paths of the data folders are displayed. Normally these parameters are correct but please check them. Should either Skripte (scripts), Berichte (reports), Dokumente (documents) etc be wrong please amend where necessary. Important: If you wish select an alternative path other than the specified one please specify it in this window. A service update always uses the same paths which are specified during the installation. This can only be changed by rerunning the installation. Confirm by selecting Weiter. Click on Starten to complete the welcome assistant and launch Magellan for the first time. Important: In order to protect your school s management data please consider updating the administrator password before Magellan goes live. You can do this using the Magellan 6 Administrator under Datenbank Administrator-Kennwort. 9

10 You would like to set up multiple workstations? Magellan must be individually installed on each computer. But it is enough to run through the steps in the welcome assistant once for the server computer and once for the workstation. For any further workstations the options used earlier in the welcome assistant can be applied. To do so, set up the workstation and test the Magellan login. Does that work? Then log into Magellan as sysdba and open the option Hilfe -> Systeminformationen. There you be displayed the path to the Magellan.evm. Select the line then click the Dateiverzeichnis öffnen button. Copy the following files out of the directory that opens: Magellan.evm (contains the paths to the database and the data folders on your server computer) Magellan.lic (contains the license info) Magellan.opt (contains the options data for e.g. your Bundesland entry) Launch the Magellan installer on each other workstation and then insert the files on the computers again. Please be aware that the storage paths vary between operating systems: Vista: C:\Program Data\Stueber Software\Magellan 6 XP: C:\Documents and Settings\All Users\Application Data\Stueber Software\Magellan 6 Windows 2000: C:\ Documents and Settings\All Users\Application Data\Stueber Software\Magellan 6 Windows 7: C:\Program Data\Stueber Software\Magellan 6 Windows Server 2008: C:\Program Data\Stueber Software\Magellan 6 Windows 8: C:\Program Data\Stueber Software\Magellan 6 Important: In order to protect your school s management data please consider updating the administrator password before Magellan goes live. You can do this using the Magellan 6 Administrator under Datenbank Administrator-Kennwort. Problems with the installation? The initial registration doesn t work? Possible causes could be: Magellan fails to start on the server? Is Firebird installed on the server but hasn t started? In the control panel of your server under Classic View (or similar) you should find an icon for Firebird Database Manager (or similar). The settings should be as follows: 10

11 The path is possible incorrect. Start the Magellan-Administrator without a username or password. From the menu on the left select Server-Verwaltung -> Verbindung verwalten -> Starten. Under Alias select the connection e.g. Magellan, click Bearbeiten then select the Datenbank tab. Check that the path to the database is correct and ends with the name of the database as displayed below (Please note: The image below contains just an example path!). Magellan fails to start on the workstation? The path to the database is possible incorrect here as well. Start the Magellan-Administrator without a username or password. 11

12 Please check that the path to the database has been entered exactly as on the server. The difference in the connection is only in the Protokoll and Server fields. In the Protokoll field TCP/IP should be selected. In the server field simply enter the name of the server or IP address. For the transfer of data Firebird uses port Occasional this port can be blocked by the Windows Firewall. Create an exception (Incoming and outgoing rule) for this port try it once more. 12

13 Update from Magellan 5 to Magellan 6 If you have already installed Magellan 5 and would like to update to Magellan 6 please use the following steps: In Magellan 5: Set the Administrator password back to masterkey In Magellan 5: Export the password data Uninstall Firebird 1.5 Install Firebird 2.5 Install Magellan 6 Conversion of the Magellan 5 database Restore the password data from Magellan 5 Parallel use of Magellan 5 und Magellan 6 Uninstall Magellan 5 Export the password data from Magellan 5 If you have already been working with Magellan 5 you can export the passwords of the users to Magellan 6 using the Magellan 5 Administrator. The passwords are encrypted in a seperate Firebird database with the name security.fdb (Firebird 1.5). The file is created during the installation of Firebird 1.5. Because Magellan 6 also uses a new version of Firebird the old password database must be converted. Otherwise all user access has to be manually reentered in Magellan 6. The export of password data has been a requirement since Version of Magellan. Please also be aware that the backup of the security.fdb file is not possible under Windows Vista. Proceed as follows for the conversion: 1. Start the Magellan 5 Administrator on your server. 2. Please select Datenbank Administratorenkennwort, change the password to masterkey then confirm with OK. 3. Select the option Benutzerverwaltung and check the column Kennung. Firebird doesn t accept any identifiers containing German umlauts. Should any umlauts be contained these must be replaced. 4. Please select Datensicherung Sicherungskopie erstellen. In the field below please specify the following path and file path: C:\Programs\Firebird\Firebird_1_5\security.fbk 5. Confirm with OK. The data of the security.fdb file will be backed up to a new file security.fbk. This password data can be restored after the installation of Firebird 2 and Magellan 6 at a later stage. You can find a description in the section Restore the password data from Magellan 5. Important: - No umlauts are allowed in the user abbreviations. Please change them if any are present - The security.fdb file cannot be backed up under Windows Vista or subsequent operating systems. Uninstall Firebird 1.5 Magellan 6 requires a new version of the database management system with Firebird. Please uninstall the existing version 1.5 of Firebird. With the new Firebird 2 version it is possible to use Magellan 5 and Magellan 6 in parallel. The program versions do not however use the same database. 1. On the server open the Control Panel (Start Control Panel) 13

14 2. Open Software (since Windows Vista Programs and Features ) highlight Firebird 1.5 and select Remove/Uninstall. To find out which settings to choose for Magellan 5 in order to also be able to use it with Firebird 2 take a look at the heading Paralleler Betrieb von Magellan 5 und Magellan 6. Install Firebird Download the Firebird installer via the following link: ftp://ftp.stueber.de/pub/bin/de/magellan/v6/firebird _0_win32.exe 2. Double click the file Firebird _0_Win32.exe to begin the installation. 3. Please accept the default options by clicking Weiter. Please apply the illustrated options. 1. On the Zusätzliche Aufgaben auswählen prompt please select the options and tick the box Die Firebird Client- Bibliothek ins Systemverzeichnis kopieren. Please tick the box displayed above. Important: Firebird should only be installed on the computer that the database will be saved on. That could be either a server or standalone PC. Install Magellan 6 Magellan 6 is installed as described in the above section Initial installation of Magellan 6. 14

15 Conversion of the Magellan 5 database In order to continue using your Magellan 5 database in Magellan 6 please procede as follows: 1. Copy your Magellan 5 database (standard file name Magellan5.fdb ) and insert it into the database path of your Magellan 6 installation. On your server these are by default: Vista: C:\Users\Public\Documents\Magellan 6\Datenbank XP: C:\Documents and Settings\All Users\Application Data\Stueber Software\Datenbank Windows 2000: C:\Documents and Settings\All Users\Documents\Stueber Software\Datenbank Windows 7: C:\Users\Public\Documents\Stueber Software\Magellan 6\Datenbank Windows Server2000: C:\Program Data\Documents\Stueber Software\Magellan 6\Datenbank The paths are examples of the German operating systems and vary depending on the language or version of the operating system. 2. After the installation in the same folder there is by default the example database from Magellen 6 with the file name Magellan6.fdb. Please rename this database, for example to Magellan6Beispiel.fdb. 3. Now rename your Magellan 5 database Magellan5.fdb to Magellan6.fdb. 4. When launching Magellan 6 for the first time the Magellan6.fdb file a wizard will assist in converting the database. 5. When Magellan 6 initially start log in as Administrator using the username sysdba and password masterkey.it will start a wizard for the database structural customisation. Click Weiter. Enter a location to save the backup of the database. 15

16 The wizard will update the database structure. Magellan 6 will then open. Restore the password data from Magellan 5 So that the users of Magellan 6 can use the same passwords as they did under Magellan 5, the created file security.fbk with the passwords from Magellan 5 must be imported under Export der Kennwortdaten aus Magellan 5. Important The Administrator password of the new Magellan6 installation must remain set or reset to masterkey. You can configure this setting in Magellan6::Administrator under Datenbank Administratoren-Kennwort. Your old Administrator password from the v5 database can be specified later during the conversion. 1. On your server open the Magellan 6 Administrator with the username sysdba and password masterkey and select Ansicht Datenbankpflege. 2. Choose Firebird 1.5 Sicherheitsdatenbank konvertieren. 3. In the above Datenbank field specify the location of created Magellan 5 Administrator backup copy of the security.fdb file. By default the path to the Firebird1.5 directory will be specified. If the expected security_backup.fbk isn t available the path will be displayed in rot. 4. In the password field underneath please enter masterkey. Then click on Starten. The wizard will restore the backup copy in the new format and sets the password database to the following path: C:\Program Files\Firebird\Firebird_2_1. 16

17 5. After successfully converting the database close the Administrator and then please log yourself in as Administrator using the password masterkey. 6. Finally, synchronise the access rights. You can find this option in the Magellan 6 Administrator under Datenbankpflege Datenbank überprüfen Zugriffsrechte synchronisieren 7. Afterwards you can change the Administrator password again under Administrator Datenbank Administratoren- Kennwort. All users will be able to log in using their regular password. Parallel use of Magellan 5 und Magellan 6 After installing Magellan 6 this version can also be set to run in parallel with Magellan 5 in order to test run Magellan 6 initially. So that Magellan 5 is also functional with Firebird 2 you will possibly need to adjust your database connection(s) in the Magellan 5 Administrator: 1. Open the Magellan 5 Administrator and select Ansicht Serververwaltung. 2. Choose Verbindung verwalten 3. For each of the listed connections please make the following checks: Highlight the connection and select Bearbeiten. On the Datenbank tab check the setting under Protokoll. If Lokal is displayed under Protokoll please change the setting in the TCP/IP protokoll and enter localhost. If TCP/IP is displayed under Protokoll you do not need to change anything. Update from Firebird 2.1 to Firebird 2.5 Up to version Magellan has been provided with Firebird 2.1. Since version and Firebird 2.5 Magellan 6 requires a new version of the database management system. If you have already installed Magellan 6 up to version and would like to update to Magellan or higher, please proceed with the following steps: 1. Update Magellan 6 to version or higher. You can download the latest version of Magellan under: ftp://ftp.stueber.de/pub/bin/de/magellan/v6/magellan6.msi Please also read the information in our read me file: ftp://ftp.stueber.de/pub/bin/de/magellan/v6/magellan6.liesmich.txt 2. Select the option Datenbankpflege Datenbank überprüfen Zugriffsrechte synchronisieren in Magellan-Administrator 3. Then within the Magellan-Administrator reset the Administrator password to masterkey. You can find the possibility to do that under the option Datenbank Administratoren-Kennwort. 4. To back up the password data under Firebird 2.1 please choose the option Datensicherung Sicherungskopie erstellen Starten. Select Firebird Sicherheitsdatenbank 2.1/2.5 and specify a name and path for the backup in the field beneath. The *.fbk extension will be automatically amended to the file. If you would like to execute the backup of the security database in the program folder of the Firebird installation please choose the following paths: 32-Bit-Betriebssysteme: C:\Program Files\Firebird\Firebird_2_1 64-Bit Betriebssysteme: C:\Program Files (x86)\firebird\firebird_2_1 17

18 5. Please uninstall Firebird 2.1 (described under the header Uninstall Firebird 1.5 on page 11) Please install Firebird 2.5 (see under the header Start Magellan after installation 6. Install Firebird 2.5 on page 1). 7. In the Administrator open the option Datenbankpflege Firebird 1.5/Firebird 2.1 Sicherheitsdatenbank konvertieren. 8. In the Format field, select Firebird 2.1 Sicherheitsdatenbank. In the database field a path will be suggested. If the path is displayed in red that means no equivalent found could be found. Please browse to the backup created earlier, enter the password masterkey and start the wizard. The wizard will copy the user data out of the Firebird 2.1 security database into the new Firebird 2.5 security database. Afterwards your users will be able to use their usual password to log into Magellan. 18