Difference between revisions of "Workstation Installation Instructions"

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[[Category:Installation]][[Category:Pervasive]]
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[[Category:Installation]][[Category:Installing Agency Systems]][[Category:Pervasive]]
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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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== Windows 8 / 7 / Vista ==
 
  
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==Full Workstation Install Instructions==
 
*Verify the workstation is running one of the following: Microsoft Windows 8 / Windows 7 / Windows Vista
 
*Verify the workstation is running one of the following: Microsoft Windows 8 / Windows 7 / Windows Vista
  
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*You will need to be logged in as a local Administrative user.  
 
*You will need to be logged in as a local Administrative user.  
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==== Map the Network Drive ====
 
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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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;Example:<tt>
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===Map Network Drive===
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:Server Name: SERVERNAME
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Within '''Both''' command prompt & administrative command prompt
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:Shared Folder: APPS
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Type '''Net Use x: \\servername\APPS'''
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:Mapped Path: X:\APPS\ </tt>
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To confirm each cmd prompt has status '''OK'''
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Type '''Net Use'''
  
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[[File:Mapnetworkdrive-gui.png]]
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===Installation of Pervasive===
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Run command prompt as Administrator(This step is '''critical''')
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Type '''CD X:\empire'''
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Type '''PSQL11.3Client32.exe'''
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Take all '''defaults''', '''EXCEPT''' you need '''Install as Service''' selected
  
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Optionally, the drive can be mapped from a cmd.exe prompt.
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Open a '''new''' command prompt as Administrator
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  net use X: \\SERVERNAME\APPS
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Type '''PCC'''
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#Select '''Tools''' > '''ODBC Administrator or 32bit ODBC Administrator'''
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##Not 64bit
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#Select the '''System DSN'''  >  '''Add''' (If Agyforms is not already configured)
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#Choose '''Pervasive ODBC Client Interface''' and select Finish
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#Within the Data Source Name field
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  Type '''AGYFORMS'''
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#Enter '''Your''' Server Name:
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'''"ServerName"'''
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#Select '''Get List'''
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##Leave everything else '''default'''
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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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==== Install the Pervasive Client ====
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===Setup Agency Systems Icon & Crystal Reports===
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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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Run a '''new''' command prompt as Administrator
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Type '''CD X:\empire'''
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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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Type '''Adduser.exe'''
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#If the workstation will have 64bit 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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http://www.asfiles.com/PSQL/PSQL11.3Client32.exe
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===Testing Agency Systems===
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#'''Double click''' the Agency Systems icon
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Take all of the defaults except, select "Install as Service" when prompted.
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##Sometimes takes a while to load
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#Agency: '''95'''
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==== Setup Client Data Source Name (DSN) ====
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#Operator: '''DCS'''
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#Select the Microsoft Windows Start Menu.
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#Password: '''EMPYRE'''
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#Enter '''PCC''' in the start search box then select Ok.
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##Once the application opens, click on one of the tabs to make sure it loads data.
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#Select '''Tools -> ODBC Administrator''' or '''32-bit ODBC Administrator''' if using a 64-bit operating system.
 
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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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==Receive warning upon opening the 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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Click Start  Menu to search
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#Type '''internet options'''
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#Select '''Security''' Tab
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#Select '''Local Intranet'''
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#Select '''Sites'''
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##Make sure '''all''' boxes are checked
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#Select '''Advanced'''
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#Type '''S:'''
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#Select '''Add'''
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#Select '''Close'''
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#Select '''OK'''
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#Select '''OK'''
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#Then you’re ready to use the application!
  
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#Select the Microsoft Windows Start Menu.
 
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#Enter CMD in the start search box.
 
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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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#Enter the following commands where X: is the drive letter for your office:
 
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net use X: \\SEVERNAME\SHAREDFOLDERNAME
 
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X:
 
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cd Empire
 
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Adduser.exe
 
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If the workstation will have 64 bit Microsoft Office installed (Office, not Windows), replace Adduser.exe with the following:
 
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Adduser.exe /64
 
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Select Run, Begin, then Finish.
 
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If prompted to reboot the machine select Yes.
 
  
 
== Potential Error Codes After Installation ==
 
== Potential Error Codes After Installation ==
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[[Display Issues Printing Forms or Viewing Window Buttons]]
 
[[Display Issues Printing Forms or Viewing Window Buttons]]
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[[Open File Security Warning]]

Revision as of 18:42, 6 October 2014


Full Workstation Install Instructions

  • Verify the workstation is running one of the following: Microsoft Windows 8 / Windows 7 / Windows Vista
  • You will need to be logged in as a local Administrative user.

Map Network Drive

Within Both command prompt & administrative command prompt 

Type Net Use x: \\servername\APPS

To confirm each cmd prompt has status OK 

Type Net Use

Installation of Pervasive

Run command prompt as Administrator(This step is critical) 

Type CD X:\empire
Type PSQL11.3Client32.exe

Take all defaults, EXCEPT you need Install as Service selected

Open a new command prompt as Administrator 

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

Setup Agency Systems Icon & Crystal Reports

Run a new command prompt as Administrator 

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

Testing Agency Systems

  1. Double click the Agency Systems icon
    1. Sometimes takes a while to load
  2. Agency: 95
  3. Operator: DCS
  4. Password: EMPYRE
    1. Once the application opens, click on one of the tabs to make sure it loads data.

Receive warning upon opening the icon?

Click Start Menu to search

  1. Type internet options
  2. Select Security Tab
  3. Select Local Intranet
  4. Select Sites
    1. Make sure all boxes are checked
  5. Select Advanced
  6. Type S:
  7. Select Add
  8. Select Close
  9. Select OK
  10. Select OK
  11. Then you’re ready to use the application!


Potential Error Codes After Installation

Error: Crpe32.dll not found

Error: 501 Job Failed

Display Issues Printing Forms or Viewing Window Buttons

Open File Security Warning

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