Canto Cumulus 5.5. Workgroup Edition. Administrator Guide. An administrator s guide to the Canto Cumulus Digital Asset Management System.

Canto Cumulus 5.5 Workgroup Edition Administrator Guide An administrator s guide to the Canto Cumulus Digital Asset Management System. 290 Division Street, Suite 400 San Francisco, CA 94103 U.S.A. Voice: 415-703-9800 Fax: 415-703-9823 info@canto.com Alt-Moabit 59-60 10555 Berlin Germany Voice: +49-30 390 48 50 Fax: +49-30 390 485 55 info@canto.de

Copyright 2002, Canto Software. All rights reserved. Canto, the Canto logo, the Cumulus logo, and Cumulus are registered trademarks of Canto Software, registered in the U.S. and other countries. Corel image viewers copyright (c) 1999 Corel Corporation. All rights reserved. Corel DRAW and Corel Photo Paint are registered trademarks of Corel Corporation. Apple, Mac, Macintosh and QuickTime are registered trademarks of Apple Computer, Inc., registered in the U.S. and other countries. Microsoft, Windows and Windows NT are either trademarks or registered trademarks of the Microsoft Corporation in the U.S. and other countries. Other third-party product and company names mentioned in this document are trademarks or registered trademarks of their respective holders. The layout and parts of this document were developed for Canto Software by: San Francisco, CA U.S.A. www.herocompany.com Comments? Canto encourages you to express your thoughts on this user guide. Please e-mail comments to techdoc@canto.de or via fax at +49-30-390 485 55. CU-WS-550-MN-U-1

TABLE OF CONTENTS iii Table of Contents Intro 7 Cumulus........................................ 8 This Administrator Guide........................ 8 Organization......................................... 8 Cross-Platform Issues................................. 8 User Interface Item Conventions...................... 9 Cumulus Step by Step................................ 9 Understanding Cumulus........................ 9 Assets................................................ 9 Catalogs.............................................. 9 Collections.......................................... 10 Categories........................................... 10 Records............................................. 10 How Cumulus Workgroup Works.............. 10 The Cumulus Client/Server Architecture............. 10 Cumulus Administrator Tasks........................ 11 Cumulus Clients..................................... 11 Finding Help.................................. 12 Online Help for Windows Users...................... 12 Canto Online........................................ 12 Technical Support................................... 12 Install 13 System Requirements......................... 14 Cumulus Server System Requirements............... 14 Windows NT/ 2000/ XP.............................. 14 Mac OS.............................................. 14 Mac OS X............................................ 14 UNIX................................................ 14 Cumulus Client System Requirements............... 14 Windows 95 / 98 / Me............................... 14 Windows NT / 2000 / XP............................. 15 Mac OS............................................. 15 Installation Overview.......................... 15 Previous Versions under Windows................... 15 Previous Versions under Mac OS..................... 15 Previous Versions under UNIX........................ 16 Catalogs from Previous Versions..................... 16 Uninstalling Versions.......................... 16 Uninstalling Cumulus under Windows............... 16 Uninstalling Cumulus under Mac OS................. 17 Uninstalling Cumulus Server under UNIX............. 17 Installing the Cumulus Server.................. 17 Installing the Cumulus Server under Windows....... 17 Installing the Cumulus Server under Mac OS......... 18 Installing the Cumulus Server under Mac OS X....... 19 Installing the Cumulus Server under UNIX............ 20 Installing Cumulus Clients..................... 21 Installing Cumulus Clients under Windows........... 21 Installing Cumulus Clients under Mac OS............. 22 Adding Clients or Servers...................... 23 Purchasing Additional Licenses...................... 23 Getting Started 25 The Cumulus Server........................... 26 Accessing the Server Properties Window............. 26 Administring Cumulus Server under Mac OS X....... 26 THE SERVER PROPERTIES WINDOW - - - - - - - - - - - - - 27 Administring Cumulus Server under UNIX............ 28 Registering Cumulus.......................... 28 Opening the License Dialog Box..................... 29 Web Registration.................................... 29 Registration by Mail, Fax or E-Mail.................... 30 Entering Your Activation Key......................... 30 Activation Key for Cumulus under UNIX or Mac OS X. 31 The Cumulus Administrator................... 31 Changing the Cumulus Administrator................ 31 Logging On as Cumulus Administrator............... 32 User Interface Visual Overview Page www.canto.com

iv CUMULUS WORKGROUP ADMINISTRATOR GUIDE Working Smart............................... 33 Name a Catalog Manager........................... 33 Develop an Effective File Naming Convention....... 33 Develop an Effective Folder Naming Convention.... 34 Cross-Platform Catalog Use.......................... 34 Multiple Catalogs & Servers.......................... 34 Providing Catalogs............................ 35 Creating New Catalogs.............................. 35 Adding Existing Catalogs............................ 35 Converting Catalogs from Previous Versions......... 36............................................... 37 Catalog Management 39 Catalogs...................................... 40 Catalog Size and Performance....................... 40 Catalog Scope...................................... 40 Catalog Management vs. Cataloging Assets......... 40 Asset Storage and Metadata.................. 41 Metadata........................................... 41 Central Asset Location.............................. 41 Central Asset Location on FTP Server................ 42 Record and Category Fields................... 42 Field Types.......................................... 42 Cumulus-Supported Fields.......................... 43 Custom Fields....................................... 43 Catalog Properties............................ 43 THE CATALOG PROPERTIES WINDOW - - - - - - - - - - - 44 Opening a Catalog.................................. 46 Customizing Field Properties........................ 46 Linking Records and Assets.......................... 47 Initial Value for Fields................................ 49 Additional Fields.............................. 49 Adding a Cumulus-Supported Record Field......... 49 Adding a Custom Field.............................. 50 Editing a String List Field............................ 51 Catalog Access 53 Catalog Availability............................ 54 Making Catalogs Available........................... 54 Making Catalogs Unavailable........................ 54 THE CATALOG ACCESS WINDOW - - - - - - - - - - - - - - 55 User Access Permissions....................... 56 Protecting a Catalog against Unauthorized Changes. 56 Individual User Permissions.......................... 56 CATALOG SHARING PROPERTIES OVERVIEW- - - - - - - - 57 The Activity Monitor........................... 58 Disconnecting Users from a Catalog................. 58 Catalog Maintenance 59 Maintenance Issues............................ 60 Elements Determining Record Size.................. 60 Thumbnail Size and Quality......................... 60 Maintaining Catalogs.......................... 61 Renaming Catalogs.................................. 61 Compressing Catalogs............................... 61 Backing Up Catalogs................................. 62 Restoring a Backed Up Catalog...................... 62 Copying Catalogs.................................... 63 Converting Catalogs................................. 63 Setting Catalog Defaults............................. 63 Repairing Catalogs................................... 63 Recovering Deleted Records......................... 63 Deleting Catalogs................................... 64 Dividing Catalogs.................................... 64 Merging Catalogs.................................... 64 Archiving Information.......................... 65 The Importance of Updating Asset References....... 65 About Archiving on CD-ROM........................ 65 Creating Hybrid CD-ROMs........................... 65 Automating Cumulus.......................... 66 Optimize for Safety.................................. 66 Optimize for Speed.................................. 66 Prepare To Write IPTC................................ 67 Logging of Catalog Activities........................ 67 User Interface Visual Overview Page

TABLE OF CONTENTS v ODBC Connector 69 Overview and Requirements.................. 70 Installing the ODBC Connector................ 70 Preparing Your Database Engine.............. 70 Creating a Database................................. 70 Creating a New User................................. 71 Granting Rights...................................... 71 Create a Data Source Name (DSN)................... 71 How to Use Cumulus with an ODBC Database. 71 Format of the ODBC Connect String................. 72 Internal Database Structure................... 72 Remote Admin 73 Installation.................................... 74 Windows............................................ 74 UNIX................................................ 74 Mac OS X............................................ 75 Usage......................................... 76 Troubleshooting 77 Factors Influencing Performance.............. 78 Server Speed and Available Memory................. 78 Use of a Non-Dedicated Server...................... 78 Storage Media Type................................. 78 Number of Records................................. 78 Hard Disk Fragmentation............................ 78 Common Problems and Solutions............. 78 Slow Catalog Performance........................... 78 Maximum Catalog Size.............................. 79 Changing Thumbnail Appearance................... 79 Distributing Catalogs on CD-ROM.................... 79 Exporting Catalog Information....................... 79 Dealing with Unexpected Categories................ 79 Working with DCS Separation Files.................. 79 Cataloging OPI System Files.......................... 79 Accessing Support Information Online.............. 80 Documenting Problems....................... 80 Glossary 81 Index 87 www.canto.com

vi CUMULUS WORKGROUP ADMINISTRATOR GUIDE

This chapter offers a brief introduction to the Cumulus Workgroup Edition. The standard in workflow asset management, Cumulus features the ability to store any type of digital media, including images, audio, video, layouts from publishing programs, presentations, and even 3D models. Once assets are stored, Cumulus becomes a central media repository, from which you and your co-workers can view, organize, search, copy, move, categorize and otherwise manipulate your assets. Once you ve settled on a process for storing and retrieving your media assets that works for you, the process can be automated, further enhancing the efficiency of your creative workflow. In this chapter, you will learn how Cumulus can help you manage your media assets, the theory behind the Cumulus client/server architecture, and the organization of this manual. 1 Intro

8 CUMULUS WORKGROUP ADMINISTRATOR GUIDE Cumulus Canto offers three different editions of Cumulus: Cumulus Single User Edition Cumulus Workgroup Edition Cumulus Enterprise Edition The different editions of Cumulus are designed to meet the needs of anyone who wants to keep track of their digital media, from the budding photographer or hobby homepage designer to international multiple server, cross-platform environments in huge corporate settings. To meet individual workflow needs, Canto has developed a range of additional add-on products. Optional components of the Cumulus Workgroup Edition include: Cumulus Vault Cumulus Web Publisher Cumulus Viewer Asset Storage Modules For more information on the optional components, see the section entitled Expanding the Possibilities in the Client User Guide. This Administrator Guide The Administrator guide is one of two manuals that ship with Cumulus Workgroup. Every Cumulus Workgroup package contains the following manuals: The Administrator Guide (this manual) describes how to install Cumulus Workgroup as well as manage users and catalogs. The Client User Guide covers how to use Cumulus for Windows or Mac OS to catalog and manage media assets. Organization To give you the quickest access to the topic you re looking for, this guide covers only those subjects that are the exclusive domain of the Cumulus Administrator. Everything else you need to know about managing your assets with Cumulus can be found in the Client User Guide. This Administrator Guide covers the following topics: Installation Describes how to install the Cumulus Server under Windows, UNIX, Mac OS, and Mac OS X as well as how to install Cumulus Clients under Windows and Mac OS. (See Install chapter, starting on page 13.) Getting Started Covers a few basic guidelines about working with Cumulus, how to register and unlock the Cumulus Workgroup software, and how to provide catalogs for your workgroup. (See Getting Started chapter, starting on page 25.) Catalog Management Describes how catalogs manage the media assets stored on your system, and how to define the properties of individual catalogs. (See Catalog Management chapter, starting on page 39.) Catalog Access Covers how to make catalogs available to users, and how to restrict individual user permissions in each catalog. (See Catalog Access chapter, starting on page 53.) Catalog Maintenance Describes how to optimize catalog performance and maintain the catalog files (copy, compress, back up, divide, merge, etc.). (See Catalog Maintenance chapter, starting on page 59.) This guide also contains a chapter on solving a few problems that may arise (see Troubleshooting chapter, starting on page 77), and a glossary to give you a quick reference to some of the terms used in this manual (see Glossary starting on page 81). Cross-Platform Issues Though most of the program s features are identical in each version, portions of the user interface differ due to operating system conventions. These differences are explained when necessary and assumed otherwise (e.g., the difference between maximiz-

UNDERSTANDING CUMULUS 9 ing a window in Windows and zooming a window in the Mac OS is not explained). Because there are so few differences between the Windows and Mac OS user interfaces of Cumulus, the illustrations in this guide apply to both platforms except where indicated. In those few instances where the differences are major, each platform is treated in its own section. Sections that pertain only to the Mac OS are denoted by the icon to the left of this paragraph. Sections that pertain only to Windows are denoted by the icon to the left of this paragraph. User Interface Item Conventions To differentiate user interface items buttons, menus, text fields, etc. from surrounding text, those items are displayed in bold. For example: Click the Open button. To differentiate menu hierarchies, the Õ character is used. For example: Select FileÕOpen to open a file. This example means to select the Open item from the File menu. Cumulus Step by Step Instructional steps are identified by the following structure: 1. This would be the first instruction. The mouse icon makes it easy to identify. 2. The final instruction has a border beneath it, indicating that there are no further steps. Understanding Cumulus To get started with Cumulus, you need to understand only a few basic concepts. Cumulus creates special files called catalogs, which Cumulus uses to keep track of your valuable assets. As you catalog your assets, Cumulus creates special catalog entries called records, which are indicators to the media assets. To make searching and retrieving records easier, Cumulus lets you organize and classify records into logical groups called categories. Once cataloged, you can view assets as thumbnails or as plain text, conduct searches using generic or userdefined conditions, and track the location of the original digital media file and preview it. Each record contains vital searchable information about the asset, such as its file name, file location, file type, file size, creation/modification date, height, width, and more. Assets An asset in Cumulus is simply any one cataloged file or data stream. A video clip, an audio clip, an image, or a page layout document are examples of files that are commonly cataloged in Cumulus. But the word file suggests an asset that is stored on a digital medium like a hard disk or CD-ROM. What if the asset is a record in a database? This is not a file per se, but as far as Cumulus is concerned, it is a data stream that can be cataloged, kept track of and accessed. Catalogs Like a filing cabinet, Cumulus catalogs serve as storage locations for asset collections. You can have as many catalogs as you like. Catalogs are cross-platform compatible, so it doesn t matter what type of computer is used to create a catalog. Catalogs are explained in detail starting on page 40. www.canto.com

10 CUMULUS WORKGROUP ADMINISTRATOR GUIDE Collections Collections are like snapshots from your open catalog. When you work with your assets in Cumulus, you re viewing a constantly changing group of records. Without collections, each view of this group would be lost as soon as it changed. Collections, however, enable you to capture any particular set of records and save it as you see it - all without disrupting your workflow. For example, you can modify the viewing attributes of your records in innumerable ways, add or delete records, select the information that appears with each record, and on and on. Once you see something you like or could use again, save it as a collection and recall it whenever you need it. You can even send your collection as an attachment to an e-mail message in one easy step. A collection also acts as your temporary workspace in Cumulus, meaning that changes made to your collections do not affect the content of your catalogs. Even deleting a record from a collection does not remove it from the catalog (unless you really want it to, which you can do, too). Collections are explained in detail in the Client User Guide. Categories Like folders in a filing cabinet, Cumulus categories serve to organize assets (files). But here the similarities end. Assets can appear in any number of Cumulus categories at one time. Categories are explained in detail in the Client User Guide. Records Records represent assets. Each record represents one asset. Records hold information on the asset, such as file size, type, location and creation date, and much more. Cumulus allows the creation of customizable record fields, which can contain almost any sort of information you desire. Since these userdefined record fields are also fully searchable, you can tailor Cumulus to fit your requirements. Record fields are explained in detail starting on page 42. It s very important to draw the distinction between records and assets. Records are part of Cumulus catalogs; assets are not. Records represent assets. How Cumulus Workgroup Works Cumulus Workgroup features a client/server architecture in which individual users (or clients) access the server application across a network. The Cumulus Client/Server Architecture The overall client/server architecture is simple. The Cumulus Server is installed on a server computer in the network. The Cumulus Clients are then installed on computers that have access to the computer running the Cumulus Server. The communication between Clients and Server is handled via the Internet-standard TCP/IP, enabling Clients to access Cumulus catalogs from within the office or anywhere else in the world. Since Cumulus Workgroup is cross-platform compatible, both Mac OS and Windows Clients can access catalogs administered by any Cumulus Server. The only restriction is that the Client has to have TCP/IP access to the computer running the Server. You don t have to specify which computers are running the Cumulus Client application. The Cumulus Server allows as many Clients to connect as the number of Clients you purchased, no matter where they re trying to connect from. The Cumulus Administrator registers Cumulus Workgroup and configures the Server from a special window accessible on the computer running the Server. All other tasks are performed from a Cumulus Client logged on as Cumulus Administrator to the Cumulus Server.

HOW CUMULUS WORKGROUP WORKS 11 Cumulus Administrator Tasks The Cumulus Administrator is not only responsible for performing the following tasks, but is the only user who has access to them. The first two are performed from the Cumulus Server computer: Installing the Cumulus Server application on a server computer in the network. (See Installing the Cumulus Server, p. 17.) Registering the Cumulus Workgroup and activating the software. (See Registering Cumulus, p. 28.) The rest of the tasks are performed from a Cumulus Client logged on as Cumulus Administrator to the Cumulus Server: Providing catalogs to Cumulus Clients by creating new catalogs or adding existing ones to the list of catalogs administered by the Cumulus Server. (See Providing Catalogs, p. 35.) Configuring each catalog s properties to meet the specific needs of the workgroup. (See Catalog Properties, p. 43.) Making catalogs available or unavailable to Cumulus Clients. (See Catalog Availability, p. 54.) Defining individual user permissions for each catalog. (See User Access Permissions, p. 56.) Maintaining the catalog files themselves, including tasks such as optimizing catalog performance, backing up and restoring catalogs, repairing catalogs, etc. (See Maintaining Catalogs, p. 61.) Cumulus Clients Cumulus Clients access workgroup catalogs by logging onto the Cumulus Server and opening catalogs administered by the Server. Once logged on, they have access to all of the functions described in the Client User Guide (provided, of course, that the Cumulus Administrator has not restricted their permission to use these functions). The Cumulus Architecture Cumulus can be seen as "middleware" as it communicates between the levels of the employed operating systems, storage devices and databases and the user interface level. The main components of Cumulus are the metadata server, an asset server and a processor server. These components can be installed on different computers with different operating systems. www.canto.com

12 CUMULUS WORKGROUP ADMINISTRATOR GUIDE Finding Help If you have a question that is not answered in this guide, there are a number of additional resources to check: Online Help for Windows Users The Windows versions of Cumulus include an extensive online help system. Access it via the Windows Help menu. Similar to other Windows help systems, subjects are organized by contents and index and are searchable. There is no online help system for the Mac OS. Technical Support To provide you with easily accessible, first-class assistance, Canto has partnerships with numerous distributors and resellers around the world. Technical support from your distributor via e-mail is free of charge for registered Cumulus users. For information on how to contact the distributor or reseller in your area, inquire where you purchased Cumulus or see Canto's Website (www.canto.com). Before submitting your question, please review the support form in the documentation folder on your Cumulus Workgroup CD-ROM to make sure that you provide technical support with the appropriate information (see Documenting Problems, p. 80). If you are a registered Cumulus user and your distributor does not provide support for Cumulus, you may address questions to: The Americas -> support@canto.com Rest of World -> support@canto.de Additionally, you have the option of purchasing a Canto Service Agreement, which not only includes priority technical support by telephone, but also supplemental benefits such as access to new filters and a monthly bulletin full of helpful tips, technical news and further information on Canto products. Please visit Canto s Website to find out how to register for a Service Agreement and receive extra support. Canto Online The Canto Website (www.canto.com) contains many resources of value to you as a Cumulus user. Among them are a list of frequently asked questions (FAQ), several How to guides, and information on Canto s valuable Cumulus training classes.

This chapter describes how to install the Cumulus Server and Cumulus Clients. It covers the Cumulus Workgroup system requirements as well as installing the Cumulus Workgroup software. This chapter also provides information on adding additional Cumulus Clients or Servers. 2 Install

14 CUMULUS WORKGROUP ADMINISTRATOR GUIDE System Requirements Canto provides two levels of system requirements: minimum and recommended. Using the program on a system that falls beneath the minimum requirements may be possible, but it will most likely yield unfavorable results and is not recommended. Recommended requirements are listed below in parentheses. System requirements are divided into two groups: Cumulus Server Cumulus Clients Cumulus Server System Requirements This section lists the minimum and (in parentheses) recommended system requirements to install and run the Cumulus Server on the following systems. Windows NT/ 2000/ XP Pentium 133 MHz (Pentium III 850MHz) IBM PC or compatible Windows NT 4.0 SP3 (SP5), Windows 2000 (SP2) or Windows XP 20 MB (30 MB) free hard disk space for installation 20 MB RAM (64 MB) TCP/IP protocol running CD-ROM drive for installation from CD Mac OS PowerPC processor (Power Macintosh G4) Mac OS compatible computer running System 8.6 or later (Mac OS 9.1) OpenTransport 1.1.2, TCP/IP networking 20 MB (30 MB) free hard disk space for installation 12 MB RAM (64 MB) allocated to the application CD-ROM drive for installation from CD Mac OS X Mac OS X (version 10.0.4 or later) or Mac OS X Server (version 10.0.3 or later) 15 MB free hard disk space for installation 20 MB RAM (64 MB) for Cumulus TCP/IP protocol running CD-ROM drive for installation from CD UNIX SUN Microsystems UltraSPARC Workstation running SOLARIS 7 or later or Pentium 200 MHz (850 MHz) IBM PC or compatible running Linux x86 (libc6, SuSE Linux 6.4 or later, Red Hat Linux 6.2 or later) or Silicon Graphics Visual Workstation/Server with MIPS 4 instruction set running IRIX 6.5 or later 15 MB or 50 MB (IRIX) free hard disk space for installation 20 MB RAM (64 MB) for Cumulus TCP/IP protocol running CD-ROM drive for installation from CD Cumulus Client System Requirements This section lists the minimum and (in parentheses) recommended system requirements to install and run Cumulus Clients under Windows and/or Mac OS operating environments. Windows 95 / 98 / Me Pentium 90 MHz (Pentium III 850 MHz) IBM PC or compatible 640 x 480 video display with 256 colors (1024 x 768 video display with True Color) 30 MB (40 MB) free hard disk space for installation 20 MB RAM (128 MB) TCP/IP network access CD-ROM drive for installation from CD

INSTALLATION OVERVIEW 15 Windows NT / 2000 / XP Pentium 90 MHz (Pentium III 850 MHz) IBM PC or compatible Windows NT 4.0 SP3 (SP5), Windows 2000 (SP2) or Windows XP 640 x 480 video display with 256 colors (1024 x 768 video display with True Color) 30 MB (40 MB) free hard disk space for installation 20 MB RAM (128 MB) TCP/IP network access CD-ROM drive for installation from CD Mac OS Mac OS compatible computer running System 8.6 or later (Mac OS 9.1) PowerPC processor (Power Macintosh G4) 640 x 480 video display with 256 colors (1024 x 768 video display with Millions of Colors) 25 MB (35 MB) free hard disk space for installation 6 MB RAM (16 MB) allocated to the application OpenTransport Version 1.1.2 TCP/IP network access CD-ROM drive for installation from CD Installation Overview Installing Cumulus Workgroup is a two-step process: First, you have to install the Cumulus Server application on the network computer that is to serve the Clients. Second, Cumulus Client software has to be installed on each individual workstation. The connection between each Client and the Server is handled via TCP/IP. You can install the Cumulus Clients on any computers which meet the system requirements (see Cumulus Client System Requirements, p. 14). But there are a couple more things to keep in mind when selecting a computer for the Cumulus Server: the Server computer will also store all of your workgroup s catalogs (but not necessarily the assets), and every Client will be accessing the Server, possibly simultaneously. Because the Mac OS is not multitasking compatible, you cannot use a Cumulus Client on the same computer on which you install the Cumulus Server. To successfully install Cumulus Workgroup, you must have both: your serial number (found in your Cumulus Workgroup package) an Activation Key, which must be requested from Canto. Although the Cumulus Server runs without an Activation Key, it won t allow Clients to connect to it. For information on obtaining your Activation Key, see Registering Cumulus, p. 28. If you are installing Cumulus for the first time, you can skip down to the installing section for your operating system. If you already have a previous version of Cumulus installed on your computer, please read the following sections carefully. Previous Versions under Windows Windows users must always uninstall the previous version before installing a newer version, regardless of whether it is an upgrade from Cumulus 4 or an update of an existing Cumulus installation. (See Uninstalling Cumulus under Windows, p. 16.) NOTE: You will be asked for your old serial number when you register. Make sure you have this serial number before deleting the old version of Cumulus. You can make a note of the serial number from the License section/dialog box of the Cumulus Server Properties window. Previous Versions under Mac OS Mac OS users updating an existing Cumulus installation only have to run the installer application included with the newer version of the program www.canto.com

16 CUMULUS WORKGROUP ADMINISTRATOR GUIDE installation files. The installer application will keep all settings and serial numbers, and only replace program files necessary for updating the program s functionality. Mac OS users upgrading from a version prior to Cumulus 5 must uninstall the previous version before installing a newer version. (See Uninstalling Cumulus under Mac OS, p. 17.) NOTE: You will be asked for your old serial number when you register. Make sure you have this serial number before deleting the old version of Cumulus. You can make a note of the serial number from the License section/dialog box of the Cumulus Server Preferences window. Previous Versions under UNIX UNIX users updating an existing Cumulus Server installation only have to run the installer application included with the newer version of the program installation files. If you install the new version in an existing Cumulus directory, then the installer will guide you through the uninstall process before installing the newer version. The installer application will not delete your Cumulus Catalogs. UNIX users upgrading from Cumulus 4 should uninstall it before installing Cumulus 5. If you do not uninstall version 4 and install version 5 in a new directory, you will be able to run multiple installations of Cumulus Server simultaneously. (But each Server must be configured for a different port.) Be careful when running Cumulus 4 and Cumulus 5 simultaneously, you may experience inconsistent performance due to catalog format differences. See Catalogs from Previous Versions, below, for details. NOTE: You will be asked for your old serial number when you register. Make sure you have this serial number before deleting the old version of Cumulus. You can make a note of the serial number by calling the add-license script. Catalogs from Previous Versions Catalog files created with versions of Cumulus prior to version 5 must be converted using the Cumulus Catalog Converter before they can be opened with Cumulus Workgroup. Once a catalog has been converted, it cannot be opened by a previous version. For more information on converting catalogs, see Converting Catalogs from Previous Versions, p. 36. Uninstalling Versions This section is for Cumulus users, who need to remove an older version of Cumulus before installing Cumulus Workgroup 5.5 (Servers or Clients). You will be asked for your old serial number when you register your Cumulus Workgroup. Make sure you have this serial number before you completely remove your previous version. If you do not have the documentation from your previous version available, you can make a note of its serial number from the Server Properties/ Server Preferences window of your Cumulus Server. Uninstalling Cumulus under Windows You can uninstall the Cumulus software by using the Add/Remove Programs Control Panel. To uninstall previous versions of Cumulus under Windows: 1. Click the Start button, point to Settings, and then click Control Panel. 2. Double-click Add/Remove Programs. (NOTE: If the Control Panel window is still open, close it before continuing, otherwise the Cumulus Server icon in the Control Panel will not be removed during the uninstall.) 3. Select the program you wish to uninstall (e.g. Cumulus W5.07 Server) from the displayed list and click Add/Remove. 4. Follow the on-screen instructions.

INSTALLING THE CUMULUS SERVER 17 5. Restart your computer after the uninstall has been successfully performed. Remember to repeat this process for all Server and Client installations. Uninstalling Cumulus under Mac OS To uninstall previous versions of Cumulus under Mac OS: 1. Drag the Cumulus folder (Server or Client) from its current location to the trash. 2. Drag the Cumulus Preferences file to the trash. You can find this file in the Preferences folder in the computer s System folder. 3. In the Mac OS Finder, select SpecialÕEmpty Trash. Remember to repeat this procedure for all Server and Client installations. Uninstalling Cumulus Server under UNIX To completely remove the server software from your computer, use the command: uninstall This command will stop the Cumulus Server if it is running. Then it will remove all files that were installed. Installing the Cumulus Server The sections that follow describe the procedures for installing the Cumulus Server under Windows, UNIX and Mac OS. If you experience problems installing or using Cumulus Workgroup, be sure to review Common Problems and Solutions, p. 78. Installing the Cumulus Server under Windows Make sure to remove any previous version of Cumulus before installing Cumulus Workgroup (see Uninstalling Cumulus under Windows, p. 16). To install the Cumulus Server under Windows: 1. Log on to the Windows server as the Administrator. 2. Insert your Cumulus Workgroup CD into your computer s CD-ROM drive. 3. Double-click Setup.exe in the Windows\English\Cumulus Server folder. 4. When the Welcome screen is displayed, click Next to continue. The software license agreement is displayed. 5. Click Yes to accept the terms of the displayed license agreement. The Cumulus Registration dialog opens. 6. Enter your name, company, and serial number in the fields provided and click Next. (You can find your serial number in your Cumulus Workgroup package). The Choose Destination Location dialog opens. 7. Do one of the following: If you want to accept the default installation location, click Next to continue. OR If you do not want to accept the default location, click Browse to choose a different location. The Choose Folder dialog opens. Now you have two choices: If you want to select an existing folder, under Drives select the drive from the drop-down menu and under Directories double-click the folder of your choice. Click OK to return to the previous dialog. Then click Next to continue. If you want to create a new folder for your Cumulus installation, type the new folder s www.canto.com

18 CUMULUS WORKGROUP ADMINISTRATOR GUIDE complete path and name directly into the space under Path. Click OK to return to the previous dialog. Then click Next to continue. The Select Program Folder dialog opens. 8. Click Next to accept the default program folder. If you do not want to accept the default program folder, choose a different one by typing the new folder name or selecting an existing folder. Setup begins copying files. 9. When the Setup Complete window is displayed, click Finish to end the installation and close the window. Cumulus Workgroup Edition (see Uninstalling Cumulus under Mac OS, p. 17). If installing Cumulus for the first time, Mac OS users may also perform an installation via drag and drop. NOTE: An update installation should never be done via drag and drop. Otherwise you will loose your program settings and have to reactivate any options you may have installed with your previous Cumulus version. Because the Mac OS is not multitasking compatible, you cannot use a Cumulus Client on the same computer on which you install the Cumulus Server. To install the Cumulus Server under Mac OS using the installer application: The Server application is installed as a Service on the computer, meaning that it starts automatically every time you start the computer and can be stopped like any other Service. NOTE: Net Logon must be started on the computer running the Cumulus Server under Windows. Since you have the Cumulus Workgroup CD in your CD-ROM drive, now would be a good time to copy some sample media assets to an accessible location on the network. Users will need these sample assets when they take the tutorial in the Client User Guide. Simply copy the Media Gallery\Demo Media Assets\Examples folder from the Cumulus CD to a network location that every Client can access. If you have any optional add-ons to install such as the Cumulus Vault or Web Publisher do that now, before you install the Clients. You will then be ready to register and activate your entire Cumulus Workgroup system. To find out how, see Registering Cumulus, p. 28. Installing the Cumulus Server under Mac OS Cumulus provides an installer application which guides you through the installation process. Please remember to completely remove any version of Cumulus prior to version 5 before installing your 1. Insert the Cumulus CD into your CD-ROM drive. 2. Double-click the CD icon to view its contents, if it s not already open. 3. Double-click the English folder. 4. Double-click on the installer application Install Cumulus Server. The Install Cumulus Workgroup Server dialog opens in which you can select a folder to install Cumulus into. 5. Do one of the following: If installing Cumulus for the first time, click Install In New Folder to create a new folder for your Cumulus installation. OR If updating a previous Cumulus installation, select its current folder on your hard disk and then click Select Existing Folder to update a previous Cumulus installation. The software license agreement is displayed. 6. Click Continue after you have fully read the license agreement and agreed to the terms therein.

INSTALLING THE CUMULUS SERVER 19 The Install Cumulus Workgroup Server dialog opens displaying the install location. Check the install location to see if it is correct. If necessary, choose a new location under Install Location. 7. Click Install to copy the program files onto your hard disk. A progress bar is displayed indicating the status of the installation. When the progress bar closes, a window opens, confirming that the software was installed successfully. 8. Click Quit to close the window and finish the installation. If Cumulus has been installed for the first time, it will prompt you to enter your registration information the next time it is started. (You can find your serial number in your Cumulus Workgroup package.) A new installation of Cumulus can also be performed via drag and drop as described below. To install the Cumulus Server under Mac OS via drag and drop: 1. Insert your Cumulus Workgroup CD into your computer s CD-ROM drive. 2. Double-click the CD icon to view its contents, if it s not already open. 3. Open the folder on your hard disk to which you want to install the Cumulus Server. 4. Drag the Cumulus Server folder (found in the English folder) from the CD to the desired location. 5. Once all of the files have been copied, double-click the Cumulus Server icon to launch the Server. You will be prompted to enter your name, company, and the serial number for the software. You can find the serial number in the Cumulus software package. 6. Enter your registration information and click OK. NOTE: If you want the Server to start up automatically every time you start the computer, then insert an alias to the Cumulus Server application in the Startup Items folder on the computer s system disk. Since you have the Cumulus Workgroup CD in your CD-ROM drive, now would be a good time to copy some sample media assets to an accessible location on the network. Users will need these sample assets when they take the tutorial in the Client User Guide. Simply copy the Media Gallery:Demo Media Assets:Examples folder from the Cumulus CD to a network location that every Client can access. If you have any optional add-ons to install such as the Cumulus Vault or Web Publisher do that now, before you install the Clients. You will then be ready to register and activate your entire Cumulus Workgroup system. To find out how, see Registering Cumulus, p. 28. Installing the Cumulus Server under Mac OS X The installation script guides you through all steps necessary to set up the Cumulus Server. To accept the default values [shown in square brackets] press the Enter key. To install the Cumulus Server under Mac OS X: 1. Start up the computer and open the Terminal application (via Go ÕApplications Õ Utilities). A shell environment is started. 2. Change your identity to root (enter su for super user and then the password). The command prompt for root is displayed: root# www.canto.com

20 CUMULUS WORKGROUP ADMINISTRATOR GUIDE 3. If you are installing from CD, insert the Cumulus CD-ROM into the CD-ROM drive. All software for Mac OS X is located in the sub-directory named Mac_OS_X. 4. At the command prompt, change the directory to the folder containing the Mac OS X server installer, then to the appropriate language folder and then to the Server folder; e.g.: cd /Mac_OS_X/English/Server 5. Start the installation script by typing: sh install.sh In the next step the Cumulus license agreement is displayed. 6. Page down and select y for yes to accept the terms of the displayed license agreement. If you do not accept, the installation quits. 7. Install the Cumulus Server software to the default directory (/usr/local/cumulus5). Use the default administrator name (cumulus) The installation script will add this user to the system. The new user cumulus will be added to the system without a password. To change the password use the passwd command or the NetInfo Manager application. You can start the server after installation directly from this script. The installation script will prompt you for a serial number and an activation key. 8. Enter the serial number which is included in your Cumulus package The next step is to enter the Activation Key for your new configuration (including the option/s). If you do not have an Activation Key, you can select Register/Upgrade via Internet to obtain it. After receiving your Activation Key you should enter it. If you don t enter the key the server will run in demo mode. NOTE: If you have any optional add-ons to install such as the Cumulus Vault or Web Publisher you should wait until you have installed the last of your additional options and then obtain an Activation Key for your entire configuration. 9. Select Enter an activation key. 10. Enter the Activation Key 11. Select Exit registration to quit the script. NOTE: Cumulus Options Please note that you can only install Cumulus Options available for Mac OS X. You cannot install any options for Mac OS versions prior to Mac OS X. Installing the Cumulus Server under UNIX The installation script guides you through all steps necessary to set up the Cumulus Server. To accept the default values [shown in square brackets] press the Enter key. To install the Cumulus Server under UNIX: 1. To log in as the Administrator, log in as root and open a UNIX shell. The shell scripts are started manually by typing the script name at the command prompt. 2. Insert the Cumulus CD-ROM disc into the CD- ROM drive. 3. At the command prompt, change the directory to the folder containing the appropriate platform server installer. To do so change to the appropriate platform folder, then to the appropriate language folder and then to the server folder. 4. Start the installation script by typing: sh install.sh 5. Press the Enter key to proceed. The software license agreement is displayed.