Difference between revisions of "Workstation Installation Instructions"

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Adding Newton by Agency Systems to a workstation requires the installation of Pervasive.   The instructions below reference the most current version of pervasive, however your office may be running an older version.  Since all versions of Pervasive on the same network must match, please contact [http://www.agencysystems.com/support Agency Systems Support] to verify the installed version before proceeding.
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[[Category:Installation]][[Category:Pervasive]]
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td>
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</tr>
 +
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
 +
</tr>
 +
<tr>
 +
<td>
 +
<ul>
 +
<li>[[Backup Information]]</li>
 +
<li>[[Hardware Recommendations]]</li>
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<li>[[Installation Environment and Network Requirements]]</li>
 +
<li>[[Make Text and Other Items Larger or Smaller]]</li>
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</ul>
 +
</td>
 +
</tr>
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<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Installation|Installation]]</li>
 +
</ul>
 +
</td>
 +
</tr>
 +
</table>
 +
*Verify the workstation is running: Microsoft Windows 10 or higher
 +
 
 +
*Review the [[Installation Environment and Network Requirements]] and [[Hardware Recommendations]].
 +
 +
*You will need to be logged in as a local Administrative user.
 +
 
 +
*Install the [[#Newer MariaDB Version Build 9200+|MariaDB]] '''OR''' the [[#Older Pervasive Client Installation|Pervasive]] version, not both.
 +
 
 +
 
 +
 
 +
== Map the Network Drive ==
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'''Map the drive as an Admin'''
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#Click the Microsoft Windows Start Menu.
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#Enter '''cmd''' in the start search box.
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#Right-click '''cmd.exe'''
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#Select '''Run as Administrator'''. This step is critical, even if you are already logged into the machine as Administrator.
 +
#:[[File:WorkstationInstall1.jpeg]]
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#You will see the Command Prompt box open with Administrator.
 +
#:[[File:WorkstationInstall2.jpeg]]
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#Enter the following commands where X: is the drive letter for your office & "servername" is your actual server's name.
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#Verify '''The command completed successfully.'''
 +
  '''net use x: \\servername\APPS'''
 +
:[[File:WorkstationInstall3.jpeg]]
 +
'''Map the drive as a User'''
 +
#Click the Microsoft Windows Start Menu.
 +
#Enter '''cmd''' in the start search box.
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#Left-click to open the command prompt.
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#Enter the following commands where X: is the drive letter for your office & "servername" is your actual server's name.
 +
'''net use x: \\servername\APPS'''
 +
 
 +
 
 +
== Newer MariaDB Version Build 9200+ ==
 +
Open a '''new''' command prompt as Administrator.
 +
'''x:'''
 +
'''cd empire'''
 +
'''Adduser.exe'''
 +
Close the command prompt
 +
Launch Newton from the newly created desktop shortcut
 +
 
 +
 
  
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== Windows 8 / 7 / Vista ==
 
  
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Verify the workstation is running one of the following:
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== Older Pervasive Client Installation ==
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Microsoft Windows 8 / Windows 7 / Windows Vista
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Open a '''new''' command prompt as Administrator.
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'''x:'''
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You will need to be logged in as a local Administrative user.  
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'''cd empire'''
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  '''PSQL11.3Client32.exe'''
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==== Map the Network Drive ====
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#Select '''Yes'''
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Map a network drive to the share directory containing the empire folder on the Server/Master machine. It is recommended to use the same drive letter on every machine in the office. For the examples below the letter X: will be used.  Substitute X: with your drive letter as needed.  
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#:[[File:WorkstationInstall4.jpeg]]
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#Select '''Unzip'''
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#:[[File:WorkstationInstall5.jpeg]]
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#Select '''Ok'''
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#:[[File:WorkstationInstall6.jpeg]]
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#Select '''Install'''
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#:[[File:WorkstationInstall7.jpeg]]
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#Select '''Next'''
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#:[[File:WorkstationInstall8.jpeg]]
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#Select '''I accept...'''
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#Select '''Next'''
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#:[[File:WorkstationInstall9.jpeg]]
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#Select '''Run as a Service'''
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#Select '''Next'''
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#:[[File:WorkstationInstall10.jpeg]]
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#Select '''Complete'''
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#Select '''Next'''
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#:[[File:WorkstationInstall11.jpeg]]
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#Select '''Install'''
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#:[[File:WorkstationInstall12.jpeg]]
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#Select '''Finish'''
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#Select '''Exit'''
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*Disregard and Close the internet window.
 +
:[[File:WorkstationInstall13.jpeg]]
  
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;Example:
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=== Configure Pervasive Settings ===
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:Full Path: \\SERVERNAME\APPS\Empire\
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Close the old command prompt & Open a '''new''' command prompt as Administrator.
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:Server Name: SERVERNAME
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'''PCC'''
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:Shared Folder: APPS
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#Select '''Tools''' > '''ODBC Administrator or 32bit ODBC Administrator''' (Not 64bit).
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:Mapped Path: X:\APPS\.  
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#Select the '''System DSN'''  >  '''Add''' (If Agyforms is not already configured).
 +
#Choose '''Pervasive ODBC Client Interface''' and select Finish.
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#Type '''AGYFORMS''' in the Data Source Name field.
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#Enter '''Your''' Server Name in the Server Name/IP field.
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#Select '''Get List'''.
 +
#Verify '''Agyforms''' is selected in the drop down box named Database Name.
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#Select '''Test''' and select '''OK''' once the Connection Successful box appears.
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#Select '''OK''' to create the Client DSN.
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#'''Exit''' the ODBC Administrator.
  
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[[File:Mapnetworkdrive-gui.png]]
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=== Create Agency Systems Icon and Install Crystal Reports ===
 +
Close the old command prompt & Open a '''new''' command prompt as Administrator.
 +
'''x:'''
 +
'''cd empire'''
 +
'''Adduser.exe'''
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#If the workstation will have 64 bit Microsoft Office installed (Office, Not Windows), replace '''Adduser.exe''' with '''Adduser.exe /64'''.
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#Select '''Run'''.
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#Select '''Begin'''.
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#Select '''Finish'''.
  
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Optionally, the drive can be mapped from a cmd.exe prompt.  
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== Test Agency Systems ==
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net use X: \\SERVERNAME\APPS
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#'''Double click''' the Agency Systems icon.
 +
#Agency: '''95'''
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#Operator: '''DCS'''
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#Password: '''EMPYRE'''
  
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==== Install the Pervasive Client ====
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Once the application opens, click on one of the tabs to make sure it loads data.
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Browse to X:\Empire\ and run the pervasive installer PSQ11.3Client32.exe.  The version number of 11.3 may be different if you are using an older version of Pervasive.
 
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If the file does not exist, download it from the following location and save it to the X:\Empire\ folder on the server.
 
  
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http://www.asfiles.com/PSQL/PSQL11.3Client32.exe
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[[File:Ic_info_black_24dp.png]] See [[#Troubleshoot Error Codes and Other Considerations|the troubleshooting section above]] for any errors.
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Take all of the defaults except, select "Install as Service" when prompted.
 
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==== Setup Client Data Source Name (DSN) ====
 
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#Select the Microsoft Windows Start Menu.
 
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#Enter '''PCC''' in the start search box then select Ok.
 
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#Select '''Tools -> ODBC Administrator'''.
 
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#Select the '''System DSN''' tab and then select Add.
 
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#Highlight '''Pervasive ODBC Client Interface''' and select Finish.
 
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#Under Data Source Name enter '''AgyForms'''.
 
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#Enter the full server name in the Server Name/IP: field and select Get List.
 
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#Verify AgyForms is selected in the drop down box named Database Name.
 
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#Select Test and select Ok once the Connection Successful box appears.
 
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#Select Ok to create the Client DSN.
 
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#Exit the ODBC Administrator.
 
−
 
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==== Setup the Agency Systems Icon ====
 
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When installing from a mapped network drive, the drive mappings are lost when the Administrator account is elevated.  This is a function of the User Access Control (UAC) in Windows. The elevated and non-elevated administrator accounts have different logon tokens and can therefore have different drive mappings.
 
  
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#Select the Microsoft Windows Start Menu.
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== Troubleshoot Error Codes and Other Considerations ==
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#Enter CMD in the start search box.
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[[:Category:Error|Category: Error Codes]]
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#'''Right-click and select Run as Administrator.'''  This step is critical, even if you are already logged into the machine as Administrator.
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*[[Error: Crpe32.dll not found]]
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#Enter the following commands where X: is the drive letter for your office:
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*[[Error: 501 Job Failed]]
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net use X: \\SEVERNAME\SHAREDFOLDERNAME
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*[[The Easy MAPI COM Server is needed to use MAPI in a "Cross-Bitness" environment]]
−
X:
 
−
cd Empire
 
−
Adduser.exe.
 
  
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Select Run, Begin, then Finish.
+
Display Issues
 +
*[[Display Issues Printing Forms or Viewing Window Buttons]]
 +
*[[Make Text and Other Items Larger or Smaller]]
 +
*[[Transaction Number Or Code Default Text Blank]]
  
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If prompted to reboot the machine select Yes.
+
Other
 +
*[[Open File Security Warning]]

Latest revision as of 22:28, 17 November 2021

Ic description black 24dp.png Newton User Guide: Installation
Related Pages
Related Categories
  • Verify the workstation is running: Microsoft Windows 10 or higher
  • You will need to be logged in as a local Administrative user.


Map the Network Drive

Map the drive as an Admin

  1. Click the Microsoft Windows Start Menu.
  2. Enter cmd in the start search box.
  3. Right-click cmd.exe
  4. Select Run as Administrator. This step is critical, even if you are already logged into the machine as Administrator.
    WorkstationInstall1.jpeg
  5. You will see the Command Prompt box open with Administrator.
    WorkstationInstall2.jpeg
  6. Enter the following commands where X: is the drive letter for your office & "servername" is your actual server's name.
  7. Verify The command completed successfully.
net use x: \\servername\APPS
WorkstationInstall3.jpeg

Map the drive as a User

  1. Click the Microsoft Windows Start Menu.
  2. Enter cmd in the start search box.
  3. Left-click to open the command prompt.
  4. Enter the following commands where X: is the drive letter for your office & "servername" is your actual server's name.
net use x: \\servername\APPS


Newer MariaDB Version Build 9200+

Open a new command prompt as Administrator. 

x:
cd empire
Adduser.exe

Close the command prompt Launch Newton from the newly created desktop shortcut



Older Pervasive Client Installation

Open a new command prompt as Administrator. 

x:
cd empire
PSQL11.3Client32.exe
  1. Select Yes
    WorkstationInstall4.jpeg
  2. Select Unzip
    WorkstationInstall5.jpeg
  3. Select Ok
    WorkstationInstall6.jpeg
  4. Select Install
    WorkstationInstall7.jpeg
  5. Select Next
    WorkstationInstall8.jpeg
  6. Select I accept...
  7. Select Next
    WorkstationInstall9.jpeg
  8. Select Run as a Service
  9. Select Next
    WorkstationInstall10.jpeg
  10. Select Complete
  11. Select Next
    WorkstationInstall11.jpeg
  12. Select Install
    WorkstationInstall12.jpeg
  13. Select Finish
  14. Select Exit
  • Disregard and Close the internet window.
WorkstationInstall13.jpeg

Configure Pervasive Settings

Close the old command prompt & Open a new command prompt as Administrator. 

PCC
  1. Select Tools > ODBC Administrator or 32bit ODBC Administrator (Not 64bit).
  2. Select the System DSN > Add (If Agyforms is not already configured).
  3. Choose Pervasive ODBC Client Interface and select Finish.
  4. Type AGYFORMS in the Data Source Name field.
  5. Enter Your Server Name in the Server Name/IP field.
  6. Select Get List.
  7. Verify Agyforms is selected in the drop down box named Database Name.
  8. Select Test and select OK once the Connection Successful box appears.
  9. Select OK to create the Client DSN.
  10. Exit the ODBC Administrator.

Create Agency Systems Icon and Install Crystal Reports

Close the old command prompt & Open a new command prompt as Administrator. 

x:
cd empire
Adduser.exe
  1. If the workstation will have 64 bit Microsoft Office installed (Office, Not Windows), replace Adduser.exe with Adduser.exe /64.
  2. Select Run.
  3. Select Begin.
  4. Select Finish.

Test Agency Systems

  1. Double click the Agency Systems icon.
  2. Agency: 95
  3. Operator: DCS
  4. Password: EMPYRE

Once the application opens, click on one of the tabs to make sure it loads data.

Ic info black 24dp.png See the troubleshooting section above for any errors.

Troubleshoot Error Codes and Other Considerations

Category: Error Codes

Display Issues

Other

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