Updated: April Copyright DBA Software Inc. All rights reserved. 2 Getting Started Guide

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3 Table of Contents Welcome 4 Support Center Subscription 5 1. System Requirements 8 2. Installing the Free Evaluation Version Software Download Instructions Software Installation License Key Installation Installing Workstation PC s Terminal Services Considerations 24 3 Installation Guide

4 Welcome Welcome Welcome to DBA Manufacturing, a small business ERP system that includes order entry, planning, production, purchasing, inventory, invoicing, and accounting. Designed for Self-Implementation Unlike mid-market ERP systems, which require you to spend tens of thousands of dollars for onsite services, we ve designed DBA for self-implementation. Implementation Planner Our Implementation Planner guide lists all the tasks to be performed in their correct order and enables you to enter target dates, responsibilities, and completion dates. All the implementation tasks culminate with a system Startup Day when you begin running your company on DBA. With this highly structured implementation process, any company willing to put in time and effort can implement DBA on its own, backed by our support. Operating Guide The companion guide to the Implementation Planner is our Operating Guide, which covers the operational details of system modules, screens, inquiries, and reports. Use the Implementation Planner for direction Use the Implementation Planner to direct you through the four phases of implementation -- Installation, Setup, Rehearsal, and Startup Day. Use the Operating Guide for reference The Implementation Planner lists all the tasks to be performed, but within any given task, use the Operating Guide for the specific operational details of the system s modules, screens, inquiries, and reports. Online Help (F1) All the contents of the Operating Guide can also be found in the system s online Help. While you are in any screen, press the F1 key to link to the Help topic for that screen. You can also go to Help DBA Help and locate topics using the table of Contents or you can search for topics using the Index or Search tabs. 4 Installation Guide

5 Welcome Support Center Subscription If you have not already done so, make sure your company has purchased a support center subscription. A support center subscription is essential during implementation because your users will need access to our training videos, support tickets, and other resources. On an ongoing basis, a manufacturing system that runs your entire business should not be operated without support. To encourage continued participation, we ve made the subscription price affordable for any size company. How to Order You can purchase a subscription online from our web store at or you can order by phone by calling or What is included? A support center subscription gives all your users access to the following support resources. Support Tickets Online ticketing system manages all support incidents Issue resolution by ticket response, phone, data review, or remote access - whichever we determine to be most effective Tickets can be submitted by any user, not just primary contact Ticket queue actively managed for quick response to emergencies Ticket tracking by issue, status, category, person, and date Track support history by individual employee or entire company Tickets stay open until resolved and can be reopened if additional help is needed 5 Installation Guide

6 Welcome Video Training Courses cover system overview, setup, and operation Courses include tips and recommendations Manufacturing efficiency emphasized throughout Can be accessed by users 24/7 Direct access from online Help links Remote Access Troubleshooting Remote connection to your computer through the Internet Enables us to diagnose problems while on the phone Same effect as being on site Enables direct support no matter where you are located Training Company Copies your data into a temporary "training" company Installs on your network server and is available to all users Enables you to preview new versions before going live Provides a safe training environment for new users Enables "what if" scenarios without affecting live data Support Center Resources Support Tickets Videos - Overview Videos - Conceptual Videos - Setup Videos - How Do I? What's New (Updates) Training Company Download Topic Search Most Recent Topics Most Popular Topics Guides & White Papers Ticket History Accessing the online support center A support center subscription provides all users in your company with access to the online support center. Access to the online support center is provided within the software itself. Go to the Help menu and click the Online Support Center option. You can also access the support center through the Support page on our website ( 6 Installation Guide

7 Welcome Each of your users can self-register Each user within your company can register and set up a personal account by clicking the Request for a New Account button and completing and submitting the registration form. 7 Installation Guide

8 1. System Requirements 1. System Requirements Before you install the software, carefully review our system requirements to make sure your hardware and network meet our minimum standards. Optimized for the Firebird SQL Database DBA uses the Firebird relational SQL database (structurally similar to SQL Server and Oracle ), which is designed to run on server hardware with fast processors and sufficient RAM as well as on efficient networks with high-capacity switches, network cards, and cabling. If you have older equipment and network connections that do not our minimum system requirements, now is a good time to have a qualified technician assess your hardware and network and upgrade them as required. Internet Access Required To use DBA, your company must be equipped with Internet access (DSL, Cable Modem, Satellite, T1, etc.). Broadband access is recommended. Our software, product updates, documentation, and online support are all delivered over the Internet directly to your DBA system. Power Protection System (UPS) An abrupt power loss or crash from unclean power is the most common cause of data corruption. Your file server requires clean and continuous power to function properly. Factories are especially subject to power fluctuations. It is imperative that you protect your server with a power protection system that includes surge suppression, power conditioning, and battery backup. Multi-User Environment Network Topology: Client/Server or Peer-to-Peer Remote Access Application: Microsoft Terminal Services Wireless Network Connections: Do not use NOTE: To operate with a wireless connection, you must use a Terminal Services connection to avoid disconnect problems Network Server Processor: 550 Megahertz (MHz) or faster, as required by the operating system RAM: 2 Gigabytes (GB) or greater, as required by the operating system Free Disk Space: At least 1 Gigabyte (GB) for installation Video Adapter & Monitor: Super VGA resolution or higher Network Card: 10/100 Mbps or greater Operating System: Windows Server 2008, Windows Small Business Server 2008, Windows Server 2003, Windows Small Business Server 8 Installation Guide

9 1. System Requirements 2003 Workstation PCs Processor: 300 Megahertz (MHz) or faster, as required by the operating system RAM: 1 Gigabyte (GB) or greater, as required by the operating system Video Adapter & Monitor: Super VGA resolution or higher Network Card: 10/100 Mbps or greater Operating System: Windows XP, Windows Vista (Business or Ultimate editions), Windows 7 (Professional or Ultimate editions) Printers All reports, forms, and labels print in graphical format on any Windowscompatible laser or ink jet printer. 9 Installation Guide

10 2. Installing the Free Evaluation System 2. Installing the Free Evaluation Version If you are installing the free evaluation version for the first time, refer to these two chapters of this guide: Chapter 3 Download the Software If you ve not already done so, download the free evaluation version. Chapter 4 Software Installation If you follow the prompts, you should have no problem installing the evaluation version, especially if you are familiar with installing other software programs. 10 Installation Guide

11 3. Software Download Instructions 3. Software Download Instructions Download the Software No CD Provided Our software is downloaded from our website, in the form of the free evaluation version. We do not distribute the software on CD s. From the Home page of either click Free Version in the header menu or click Download Free Version from the right panel. This takes you to the Free Evaluation Version page. On that page, click the Download Evaluation Version link. This takes you to our registration page. Enter or select your Address. If you have registered previously, click the Find Previous Registration button. Verify your registration details. If you are registering for the first time, complete all the fields on the form. When finished click the Submit button. This takes you to the Free Version Download Instructions page. On that page, click the DBANextGen.exe file. Download (save) it to the computer from which you will be installing the software. See the next chapter for installation instructions. 11 Installation Guide

12 4. Software Installation 4. Software Installation Installation instructions are the same whether you are installing DBA on a singleuser PC or on a network file server or peer-to-peer workstation. If you are installing on a single PC: If you follow the prompts, you should have no problem installing the single-user evaluation system, especially if you are familiar with installing other software programs. Be sure and verify that your PC meets or our minimum Workstation PC requirements (see System Requirements above). Before you install DBA on a network: NOTE: If you are not familiar with computer networks, we strongly advise that you arrange to have the DBA system installed by a qualified technician. Please take these steps before you begin installing DBA on a network. Verify that your network file server or main peer-to-peer workstation meets or our minimum Network Server requirements (see System Requirements above). Verify that all your client PC s and your file server are running the Microsoft TCP/IP network protocol. See your Windows documentation for information on installing TCP/IP. If you are a contract installer and need support If you are a contract installer and happen to need support during the installation process, please do not call our main office if you need help. To receive support, please submit a support ticket through your client s support account. Explain the problem in detail and we will help by the best means possible. We monitor the ticket queue throughout business hours and will respond as quickly as we can. Access to the online support center is provided within the software itself. Go to the Help menu and click the Online Support Center option. You can also access the support center through the Support page on our website ( 12 Installation Guide

13 4. Software Installation Installation Instructions After you ve downloaded the DBANextGen.exe file, double click on it or right click and select Open. You are presented with this screen: Click Next and you are presented with this screen: This screen displays the DBA Software License and Maintenance Agreement. After you ve read the license, select the top radio button to indicate your acceptance of its terms and conditions. Click Next and you are presented with this screen: 13 Installation Guide

14 4. Software Installation This screen presents the default location and folder names for the Firebird database server. Accept the defaults and click Next to continue. NOTE: If you are installing DBA on a network, install Firebird and DBA on the same file server. Do not attempt to install Firebird on separate servers. You will now see this screen displayed while the Firebird database server is installed: After the Firebird database server installation is completed, you are presented with this screen, which presents the default location and folder names for the DBA Manufacturing application software. 14 Installation Guide

15 4. Software Installation Accept the defaults and click Next to continue. NOTE: If you are installing DBA on a network, be sure and install DBA and the Firebird database server on the same file server. You are now presented with this screen: On this screen you select the paper size used for reports and forms. Select Letter for standard USA letter size or A4 for international page size. Click Next and you are presented with this screen: 15 Installation Guide

16 4. Software Installation This screen informs you that installation is ready to begin. Click Install and you will see this screen displayed while DBA Manufacturing is installed. After the DBA Manufacturing installation is completed, you are presented with this final screen: 16 Installation Guide

17 4. Software Installation Click Finish and the installation process is completed. Launching the Single-User Evaluation System The free single-user evaluation system is now fully installed. The evaluation version gives you unlimited, single-user access to the Sample Company, which includes sample data so that the screens contain meaningful information and you can print reports. You are also welcome to enter your own data to simulate processes using your own information. A Main Company is also included, which is not accessible within the free version. The Main Company is used for system implementation. When you purchase the multi-user version, we you a license key that converts the free version into a multi-user system with access to the Main Company. To launch the sample company, click the DBA Sample Company icon on your desktop or navigate to Start Programs DBA Manufacturing DBA Sample Company. 17 Installation Guide

18 5. License Key Installation 5. License Key Installation The license key unlocks the system for the number of licensed users purchased. License keys were sent by When you purchased the system, we ed you license keys for the Main Company and Sample Company. Please have that on hand for license key installation. License Key Information Two pieces of information constitute the license key and are contained in the your Company Name and Serial Number. They will appear like this in the Company Name: ABC Manufacturing Co. Serial Number: MTFcMCEhMCEhMjIvMDEvMDchITAhITAhITIhIUEhIQ== The Company Name is the name you furnished to us and is the name that will appear on screens and reports. If the name is not exactly as you d like it, contact support@dbasoftware.com and we will you a replacement license key. NOTE: Do not attempt to manually change the Company Name or it will not match the Serial Number. License Key Installation Main Company When you launch the system, you are presented with this message: The Main Company is only for use when you purchase the product. If you are on the free version, please use the Sample Company for evaluation. If you have purchased the product, click the button below to install your License Key. Click the Install License Key button. You are then presented with this screen: 18 Installation Guide

19 5. License Key Installation Copy the Company Name from the and paste it into the first field on this screen. Copy the Serial Number from the and paste it into the second field on this screen. Click Continue, which will close the screen. License Key Installation Sample Company You are also provided a second license key, which expands your sample company into a multi-user system. It looks like this in the . Company Name: DBA Sample Company Serial Number: MTZcNSEhMCEhMzEvMTIvMzAhITAhITAhITUhIUEhIQ== Again, do not try and change the Company Name or it will not match the Serial Number. In the sample company, go to Admin Upgrade License and cut and paste the license key in the same process described earlier for the main company. 19 Installation Guide

20 6. Installing Workstation PC s 6. Installing Workstation PC s If you are installing DBA on a network, this chapter provides installation instructions for connecting workstation PC s to the file server or main peer-topeer workstation. Before you begin installation: Verify that each PC meets our minimum Workstation PC system requirements (see System Requirements above). Verify that your workstation PC s (and file server) are running Microsoft TCP/IP network protocol. See your Windows documentation for information on installing TCP/IP. If your server or main workstation did not have Microsoft TCP/IP network protocol when it was first installed, setup will prompt you for a path to the server or main workstation. The format for this path is [ComputerName]:[Path to main database file]. NOTE: the path to the main database file is the local path (C:\Program files\dba Manufacturing\Database) on the server or main workstation as if you were on the server itself. Do not use the mapped drive as your path, such as MYSERVER:C:\Program files\dba Manufacturing\Database where MYSERVER is the server name. Step 1 Make your DBA folder Shareable Activate file sharing and share your DBAManufacturing folder (normally located as a sub-folder under \Program Files). Make sure you allow full access to this shared folder under security for all the workstation PC s that are to have access to DBA. Step 2 Workstation Installation Perform this installation procedure on each workstation PC that is to have access to DBA. NOTE: Your license does not limit the physical number of workstation PC s that can access DBA. It only limits the number of named users that may log onto the system. Named users can log onto DBA from any workstation. Map a drive letter to the shared folder (\DBAManufacturing) on the server or main peer-to-peer workstation. Using the mapped drive, from the workstation navigate to the DBAManufacturing folder on the file server or peer-to-peer main workstation. Find the Client subfolder and within it, double click on Setup.exe. (The location is normally Program Files\DBA Manufacturing\Client\Setup.exe). You are presented with the following screen. 20 Installation Guide

21 6. Installing Workstation PC s Click Next to continue. Once again you are presented with the DBA Software License and Maintenance agreement. Click Yes to accept its terms and conditions. 21 Installation Guide

22 6. Installing Workstation PC s Accept the default setting on this screen and click Next to continue. Accept the default setting on this screen and click Next to continue. 22 Installation Guide

23 6. Installing Workstation PC s On this screen you see the files extracting and being installed in a local folder. Installation is now completed. Click Finish. The program has installed desktop shortcuts for the sample company and main company that connect the workstation PC to the DBA software and Firebird database on the file server or main peer-to-peer workstation. Launching DBA Help File Installation We suggest that you launch DBA from the workstation to make sure it was installed properly. The first time you start DBA from the workstation, you are prompted for a destination folder for the system s online Help, which is installed locally on each workstation. We suggest that you use the default folder. 23 Installation Guide

24 7. Terminal Services Considerations 7. Terminal Services Considerations Microsoft Terminal Services is used for remote user access to DBA from off-site locations. When configuring your Terminal Services environment, take into account the following considerations: Terminal Services installation requires a Client/Server network and cannot be used with a Peer-to-Peer network. It also cannot be installed on Windows Small Business Server 2008 or Configure the server to offer the user a full shared desktop environment. DBA requires the full desktop and will not function without it. Remote user accounts require Full Control file security permissions to the DBA Manufacturing folder on the remote server to read/write/create files in that directory and to prevent insufficient permissions issues. If your server is hosted off-site by a third party service provider and installation or server operation support is required, be aware that our support response time depends on your hosting provider s availability. Our support staff will not directly configure Windows Terminal Services for you. This is the responsibility of your IT service provider. Do not install the DBA Client application to be published remotely. Instead, each remote user must run DBA as if it were installed directly on his or her virtual machine. If you only have need for a single remote user to access DBA, you have the option of using a remote desktop connection to a local workstation PC as an alternative to using Terminal Services.