Server & Workstation Installation of Client Profiles for Windows (WAN Edition)

C ase Manag e m e n t by C l i e n t P rofiles Server & Workstation Installation of Client Profiles for Windows (WAN Edition) T E C H N O L O G Y F O R T H E B U S I N E S S O F L A W

Important Note on Using This Manual This manual does not stand on its own. It is to be used only in connection with the Server & Workstation Installation of Client Profiles for Windows manual, the one without (WAN Edition) in its title. You must refer to that manual before reading this one or you may miss important details about which you should be aware. This manual details special steps to take when using Sybase s Adaptive Server Anywhere 6.0.x software in connection with a WAN on which Client Profiles for Windows is used. In addition to the Client Profiles for Windows installation CD, you will need an installation CD for Sybase s Adaptive Server 6.0.x software before you begin this process. Step by Step Instructions to Install Client Profiles for Windows on Your Network & Workstations Server Installation Please see the Server & Workstation Installation of Client Profiles for Windows manual, the one without (WAN Edition) in its title, for steps 1 through 3 of this process, then pick up with the text below. 4. INSTALL the database server software by FOLLOWING THESE STEPS: a. INSERT the Sybase installation CD in the NT server. b. EXIT from the standard installation process which will probably appear on the screen, then OPEN the Windows Explorer program and NAVIGATE TO the Anywhere\Win32 folder on the installation CD. c. DOUBLE-CLICK on the Setup32.Exe icon to start the installation process. d. ACCEPT the suggested location to install the files, C:\Program Files\Sybase. e. When given options about which components to install, CHOOSE the Network server (includes Personal server with SQL Remote) option. f. CHOOSE to install all components unless you are knowledgeable enough to intelligently choose which ones not to install. g. CHOOSE default answers until you see Name, Company, and Licensed Seats fields. FILL THESE IN with appropriate information. h. BE SURE TO PICK the Networked Seat (per-seat) model BEFORE clicking the Finish button. i. When the process is done, RESTART YOUR MACHINE. P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 1

5. Once the server software is installed, CREATE a new shortcut on your desktop. a. RIGHT-CLICK on the desktop to create a new shortcut. b. BROWSE into the C:\Program Files\Sybase\Sybase Central 3.2\Win32 directory and LOCATE SCVIEW.EXE. DOUBLE-CLICK on it when you find it. c. We suggest naming the shortcut Sybase Central but you can name it anything you like. 6. DOUBLE-CLICK on your new shortcut to START Sybase Central. The Client Profiles for Windows database is called a service and you will need to DEFINE THE PARAMETERS for this service by FOLLOWING THE STEPS below: a. MAKE SURE that if you see an option for Sybase SQL Anywhere that you do not use anything beneath it for these steps. This option is connected to Sybase s version 5.x software and is not what you want for your WAN. b. FIND the option labeled Adaptive Server Anywhere and the Services option which will appear below it, then DOUBLE-CLICK on the Services option. c. On the right side of the screen an Add Service option will appear. DOUBLE-CLICK on it. d. The Create New Service wizard will appear to help you at this point. Throughout the steps shown below just hit the Next button whenever it seems appropriate. i. CHOOSE the Network Database Server option, then NAME it something like CPWin_Server. ii. iii. iv. CHOOSE the option to have the service start automatically. MAKE SURE the service is POINTED TO and C:\Program Files\Sybase\Adaptive Server Anywhere 6.0\Win32\DBSrv6.Exe. GIVE the service the following parameters: -ncmsserver -xtcpip -c4m C:\CPShare\CPWin\Windata\Windata.db -nwindata The -ncmsserver gives the database server a name by which workstations will know it. USE ALL CAPITAL LETTERS FOR THE SERVER NAME! P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 2

-xtcpip tells the service to start with the TCP/IP protocol. Be sure the NT server has been configured with the TCP/IP protocol. A cache memory area of 4 megabytes is reserved by the -c4m statement. We recommend no less than 2 megabytes of cache. Higher values lead to increased speed but if they are too high the service will not start at all. In general, the cache size should be no less than 15% of the overall size of the database. The location of the database file which the server will manage is specified in the C:\CPShare\CPWin\Windata\Windata.db line. You must make sure that you are accurately giving the service the location of this file or it will not start. The database itself is named by the -nwindata parameter. Enter the name of the database exactly as you see it here, capital W and all other letters in lowercase. v. CHOOSE the Local System Account option, then CHOOSE to Allow Service to Interact with Desktop. vi. WHEN you are FINISHED with all the steps above, RIGHT-CLICK on the newly defined service and CHOOSE the Start option. Note: Certain screen saver programs running on the server can cause serious degradation of Client Profiles for Windows performance throughout the entire network. The worst screen saver is the 3D Text option which shows three dimensional text tumbling across the screen when it is active. We recommend any screen saver used be one which does not display any movement but rather a static image or no image at all. You have now completed the steps needed to put Client Profiles for Windows on your server. Now you must install software on the workstations. Workstation Installation The first workstation requires more work than all subsequent workstations. Make sure to follow each step below carefully as getting the first workstation installed correctly will more likely lead to all of the workstations being correctly installed. NOTE: During this process you will be asked to connect to the Internet and download a file from the Client Profiles FTP site. If you do not have an Internet connection this step can be skipped but in the long P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 3

run you must have an Internet connection in order to receive upgrades of your software. 1. RIGHT-CLICK on a neutral area of your desktop, i.e. one where there is no icon, and SELECT the Properties option. a. Once inside the properties screen, SELECT the Settings tab and ADJUST the Desktop area to display in 800 by 600 pixels (or smaller). Client Profiles for Windows cannot be installed when resolution is set to 640 by 480 pixels. b. VERIFY that the Font size setting is on Small Fonts, then CLICK the OK button. Some machines will make you restart to change these settings. If these changes cannot be made you may have to adjust your drivers, get a new video card, or even a new monitor. 2. GO TO the NETWORK NEIGHBORHOOD icon on your desktop and START it up. If you cannot see your NT server then you have a fundamental network issue to resolve. Contact your network support organization and tell them that the machine on which you have installed the server for Client Profiles for Windows is not visible to the rest of your network and have them resolve this problem. 3. If you can see your NT server, VERIFY that you can see the shared folder that you set up on that machine. When you CLICK on the NT server s icon you should see the CPWin folder inside the CPShare folder. If you cannot, you may have not set up the share to that directory correctly. Go back to your NT server and make sure the share is properly configured. 4. You must MAP a network drive to your shared folder using the following steps: a. With the NT server located in the Network Neighborhood, DOUBLE-CLICK on the NT server and you should see the CPShare shared folder. RIGHT-CLICK on CPShare and then SELECT the Map Network Drive option. You may CHOOSE any letter that has not already been taken but whatever letter it is must be mapped identically by all users, e.g. you can t have some people mapping to the share as P: while others map to it as F:. We prefer that you use P:, F: or G: if possible. Make sure to CHECK THE BOX to reconnect at logon and make sure you remember which letter you chose. Mapping to drive P: is assumed within this document. b. As soon as you map the drive you should see the CPWin folder on that drive. P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 4

5. On the drive you have just mapped, GO TO the CPWin\Install\CPClient folder. In that folder you will FIND a file named CP5Ixxxx.Exe where the xxxx will be a three or four-digit number. This is the Client Profiles for Windows Installation program. a. DOUBLE-CLICK on the CP5Ixxxx.Exe icon to begin the workstation installation. b. ALLOW the InstallShield Wizard to get started and SELECT the location where you want Client Profiles for Windows to be installed. We recommend you use the default which is C:\Program Files\CMS\Client Profiles for Windows but you can place the program on any drive in any folder. c. From this point on simply ACCEPT DEFAULT CHOICES as prompted by the installer. If the installation process asks you to restart your machine, DECLINE that option as you will need to do additional setup before restarting. This is only because you will be loading the client for Adaptive Server Anywhere 6.0.x. 6. ESTABLISH a connection to the Internet. (If you cannot connect to the Internet this entire step may be omitted. However, unless you have the ability to connect to the Internet and download updates for Client Profiles for Windows you will not be running on current versions of the program.) a. IF your Internet connection is not on your NT server you should MAP a drive to your NT server using the steps described above. You can map it with the same letter which you used for the workstation above. If your Internet connection is on the NT server then you do not need to map a network drive. b. Once on the Internet, GO TO ftp://ftp.clientprofiles.com/. This is a file transfer site so it isn t as pretty as most places you go on the web but it serves a very important purpose. c. Once at the site CLICK ON the Pub folder, then the Windows folder, and finally the Upgrade folder. Within this folder you will FIND a file named CP5Ixxxx.Exe where xxxx is a three or four-digit number representing the latest revision of Client Profiles for Windows. This is a self-extracting zip file which you must download in order to make sure you have the most recent version of the software. d. DOWNLOAD the CP5Ixxxx.Exe file. Different browsers will accomplish this task in different ways. With some browsers you will have to right-click on the file then use whichever option allows you to grab the file, e.g. Save Link As. We recommend saving the file to the CPWin\Xfer directory on your NT server. If your Internet connection is on the NT server you will see this location as CPShare\CPWin\Xfer. If you had to map a drive to the P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 5

NT server you will find the location on the mapped drive as CPWin\Xfer because the CPShare directory will not be visible. e. Once the file is downloaded GO TO the CPWin\Upgrade folder on your NT server and DELETE all files located there. f. EXTRACT the CP5Ixxxx.Exe file into the Upgrade directory. i. DOUBLE-CLICK on the CP5Ixxxx.Exe file to begin the extraction process. ii. You will need to INDICATE A DESTINATION in the Extract to field. CHOOSE P:\CPWin\Upgrade, then PRESS the Extract button. If you are asked to confirm replacement of existing files, click on the Yes to All button. 7. Up to this point the steps have been almost identical to what they would have been if you were loading Client Profiles for Windows on a workstation for a non-wan network. Now extra steps must be taken to install the client software for Adaptive Server Anywhere 6.0.x. a. GO TO the CPWin\Install\CPClient folder on your NT server and CREATE a folder called ASA6. COPY the contents of the Sybase installation CD s Anywhere\Win32 folder to the ASA6 folder. This will put the software someplace easily accessed by any workstation on your network. b. DOUBLE-CLICK on the Setup32.Exe icon within the CPWin\Install\CPClient\ASA6 folder. c. When the screen appears asking which installation option to use, CHOOSE to install the Network Client. d. CHOOSE default options throughout the rest of the installation process. e. You will need to REPEAT steps 7.b, 7.c and 7.d above FOR EACH WORKSTATION. 8. WHEN the step above is COMPLETE, GO TO the Start button, CHOOSE Settings, then Control Panel. Within the Control Panel LOOK FOR the ODBC Data Sources icon and DOUBLE-CLICK on it. a. GO TO the System DSN tab. b. REMOVE the entry you will find named Windata but DO NOT DELETE any other entries. c. CLICK ON the Add button, then CHOOSE the Adaptive Server Anywhere 6.0 option, then CLICK ON the Finish button. This option is very often the first one in the list. d. SET UP information in the various tabs you will see as follows: i. On the ODBC tab, the Data Source Name should be filled in with Windata. MAKE SURE to use a capital W. The Description should be Client Profiles for Windows. P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 6

ii. On the Database tab, the Server Name should be CMSSERVER and the Database Name should be Windata. MAKE SURE to capitalize exactly as you see here. iii. On the Network tab PUT A CHECK MARK by the TCP/IP option. iv. On any tab or field not specifically mentioned here MAKE NO CHANGES. e. You will need to REPEAT all steps in this item FOR EACH WORKSTATION. 9. RESTART your workstation and you should SEE a new icon on the desktop for Client Profiles for Windows. DOUBLE-CLICK on this icon to start the program. (You may want to refer to the Getting Started Guide which provides amplified details on preparing Client Profiles for Windows for its first use.) a. You will be asked for a User ID and Password. USE Admin (without the quotes) for both the User ID and Password. b. You will see a message saying that Client Profiles for Windows can t access a particular network path. PRESS and hold the CTRL button and CLICK on the OK button which appears in the message area to get past it. If you don t use Ctrl-OK you won t be able to do the next few steps. c. Once in the program, GO TO the Administration menu along the top row and CHOOSE the System Setup option. d. Within the System Setup area CHOOSE the File Locations icon. CHANGE the value of the Program Upgrade Path field to an appropriate value for your system. (You can change other values too but the Program Upgrade Path must be changed before any other workstations are installed.) If you mapped to the P: drive then the proper value for the Program Upgrade Path would be P:\CPWin\Upgrade\. Note that CPShare should not appear within any of the File Location values. e. CLICK on the OK button to save your changes then exit Client Profiles entirely. 10. ALLOW the workstation a moment to completely close all files used by Client Profiles for Windows then RESTART the program using the Admin User ID and Password. a. IF you downloaded an updated version of Client Profiles for Windows from the Internet you will be told that a SYNCHRONIZATION PROCESS is about to run. This is because the Client Profiles for Windows program will always go out and check the Upgrade directory to see if it has files that are newer than what P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 7

is installed on the workstation itself. If so, the new files are copied. b. After the copying is done START up the program using the Admin User ID and Password. This time you should not see any copying activity but you may see messages indicating that the database is being examined and updated. The Admin user (or a user with administrative rights) must always be the first user into Client Profiles for Windows after a new version has been put into the Upgrade directory. At this point you have successfully loaded the server software required by Client Profiles for Windows and you have one workstation running the program. The program must be loaded on all workstations where Client Profiles for Windows will be used. Please refer to the last page of this document for an abbreviated set of instructions on how to quickly install Client Profiles for Windows on all other workstations. Setting Up the Backup Process Which Will Allow a Copy of Windata.DB to be Made Which can be Copied to a Backup Tape It is very important that the Client Profiles for Windows programs database, Windata.db, be backed up on tape to preserve its contents should the system ever experience a hard drive crash. On most systems once the database service which manages Windata.db is started it will be allowed to run continuously. Since this is true, some tape backup software won t be able to make a copy of the Windata.db file. To alleviate this problem, and also to make sure the Windata.Log file,which records changes made to the database, does not get too large, take the following steps to set up a process which will both make a copy of Windata.db which can be copied to tape and will also keep the Windata.Log file from growing too large. 1. GO to the NT server and MAKE SURE that the scheduling service has been turned on and that it is set to start automatically. a. CLICK on the Start button, then CHOOSE Settings, followed by Control Panel. In the window which will appear LOCATE and DOUBLE-CLICK on the Services icon. b. MOVE DOWN the list of services until you SEE one named Task Scheduler. ADJUST its startup parameter to be automatic and, if the schedule service is not already running, START IT up. 2. MARK the C:\CPShare\CPWin\Windata\Backup directory so that it is not a Read-Only directory. P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 8

a. USE the My Computer icon on the NT server to go to the C:\CPShare\CPWin\Windata directory. b. RIGHT-CLICK on the Backup folder and CHOOSE the Properties option. MAKE SURE the Read-Only attribute is not marked, then EXIT the properties area. 3. GO to the C:\CPShare\CPWin\Windata\Backup directory and EDIT the BackupDB.CMD file you will find there. a. MOVE DOWN in the file to a line which reads SET DRIVE=C:. MAKE SURE the letter for the drive on your system corresponds to where the Windata.db file is actually stored on the NT server, i.e. change C: to D: if you put your copy of Windata.db on the D: drive. b. MOVE DOWN again in the file until you see a line which reads SET SQLDIR=C:\SQLAny50\Win32". MAKE SURE that this refers to the location where you put the server software for the Sybase program. c. IF you have chosen not to take the default values suggested in this document for names of directories, MOVE DOWN in the file until you see SET DATADIR=%DRIVE%\CPShare\CPWin\Windata and CHANGE it to correspond to whatever location you may have chosen to put the basic Client Profiles for Windows files. AFTER all the changes suggested above are complete, SAVE the BackupDB.CMD file and exit it. 4. From the C:\CPShare\CPWin\Windata\Backup directory TYPE in the command BackupDB and PRESS Enter. a. You should SEE a process start up which will make a copy of Windata.db which can be copied to a tape. The process should take no more than 2 or 3 minutes to run. b. IF the process does not run properly DO the following: i. BACK UP to the C:\CPShare\CPWin\Windata directory and CREATE a new directory called B2. ii. COPY the BackupDB.CMD file from the Backup directory to the B2 directory. iii. DELETE the entire Backup directory. iv. RENAME the B2 directory to Backup. v. GO to C:\CPShare\CPWin\Windata\Backup and TYPE in BackupDB again and PRESS Enter. IF the process does not run this time LOOK inside BackupDB.CMD again and MAKE SURE you have made all the appropriate changes suggested above, then TRY running BackupDB again. IF it still does not work CALL Custom Micro Systems for support. P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 9

5. GO to a DOS prompt and TYPE in AT. If you had to start the Task Scheduler service you will probably see that no entries are in the list. If you did not have to start the service you may or may not see entries. a. TYPE in the following command, MAKING ADJUSTMENTS for the actual location of the BackupDB.CMD file on your system. You should also ADJUST the time if you know that the tape backup is going to be running close to 10:00 p.m. If the command line spills into multiple lines just keep typing. at 22:00 /interactive /every:m,t,w,th,f C:\CPShare\CPWin\Windata\Backup\BackupDB.CMD b. PRESS the Enter key when done typing the command, then TYPE AT again. The system should report that the BackupDB.CMD file is set to run each business evening at 10:00 p.m. The Task Scheduler service will run the BackupDB.CMD file each day at this time so that you can have your tape backup come in at a slightly later time and make a copy of the Windata.db and Windata.Log files. These files would be critical if the hard drive on the server ever failed. P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 10

The steps below describe what is needed to load the program on all the remaining workstations. These steps are a subset of what was presented above and are given using slightly less detail than was originally given. If you forget how to do something, refer to the instructions for setting up the first workstation. Repeat the steps below for all workstations. (The information on this page has been set up to be contained on exactly one page so that it can easily be copied and carried around to workstations as a reference.) 1. ADJUST the workstation display to 800 by 600 pixels with Small Fonts. 2. MAP a drive to the CPShare shared folder, making sure to use the same drive name, e.g. P:, for all users 3. GO TO the CPWin\Install\CPClient folder and run the CP5Ixxxx.Exe installation program. a. MAKE SURE the TCP/IP protocol is loaded and properly configured on the workstation. b. LOAD the client software for Adaptive Server Anywere 6.0.x on the workstation, set up the ODBC entry, then RESTART the workstation. 4. After restarting, DOUBLE-CLICK on the Client Profiles for Windows icon and go into the program as the Admin user. a. If you copied files from the Internet to your CPWin\Upgrade directory then you will see files being copied the first time you start the program. After the copying is done, start the program. b. If Client Profiles for Windows does not start, check the following items first: i. Is the workstation configured with the TCP/IP protocol? Check properties in the Network Neighborhood to answer this question. ii. Does the PATH value for the workstation include values for C:\SQLANY50\WIN32" and C:\Progra~1\Sybase\Adapti~1.0\Win32"? Check this by going to a DOS prompt and typing in SET then pressing Enter. A number of variables will appear. If these values appear anywhere within the PATH variables value then this is not the problem. However, if no reference to either value is found you may have to make an adjustment to the network s system login script in order to set that value on the workstation. iii. Also in the values revealed by the SET command you should see a reference to ASANY = C:\Program Files\Sybase\Adaptive Server Anywhere 6.0. If this is not showing up you must adjust the workstation so that it will. iv. Go to the Network Neighborhood and see if the NT server is visible. If it is not then the workstation s connection to the network may not be stable. Check the network card and cabling. P:\CPWin\HowTo\Server & Workstation Installation of CPWin (WAN Edition).wpd Last Update: 3 October 2000 2000 Client Profiles, Inc. Page 11