Client Data System. Upgrade Guide. CDS v4.0 to v Client Data System Upgrade Guide v4.0 to v4.1.1 Revised:

Transcription

1 Client Data System Upgrade Guide CDS v4.0 to v4.1.1

2 Copyright 2002, E-Z Data, Inc. E-Z Data, Inc. 918 East Green Street Pasadena, CA Web: Telephone: (626) Fax: (626) U.S. toll-free fax: (800)

3 Contents Introduction... 1 Installation Overview... 1 Running the CDS 4.0 to Upgrade on Stand-Alone Computers... 3 Database Backups... 3 Running the Upgrade... 3 E-Z Mail Installation... 4 E-Z Mobile for Palm Upgrade... 4 After the Upgrade... 5 Running the CDS 4.0 to Upgrade on Windows-based Networks... 7 Database Backups... 7 Updating Sybase on the Server... 7 Running the CDS 4.0 to Upgrade on the Server... 8 E-Z Mail Installation... 8 E-Z Mobile for Palm Upgrade... 9 After the Upgrade Running the CDS 4.0 to Upgrade on Novell Networks Database Backups Updating Sybase on the Server Installing the NetWare Emergency Bug Fix (EBF) Running the CDS 4.0 to Upgrade on the Server E-Z Mail Installation E-Z Mobile for Palm Upgrade After the Upgrade Adaptive Server Anywhere 7.0 Startup Windows 95/98/Me Windows NT Sybase Engine Startup as a Windows NT Service Windows Sybase Engine Startup as a Windows 2000 Service Windows XP Novell NetWare 3.x, 4.xx, or 5.x Appendix: Setting Up Database Cache... 21

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5 Introduction This document contains instructions for upgrading Client Data System version 4.0 to version Please read this entire document carefully before you begin. This will save you time during the upgrade and help you avoid problems. Installation Overview During the upgrade, certain program files and the DEMO database will be replaced. The structures in all other databases will be updated without affecting the data. However, due to this structure change, column descriptions, and window positions will return to the default settings in all databases. Also, any custom buttons that were created will have to be re-created after the upgrade. Running the upgrade on stand-alone computers is not very complicated and requires minimal time. The upgrade involves: Backing up all databases and the Sysdata directory Removing the E-Z Mail program (if applicable) Removing the E-Z Mobile for Palm program (if applicable) Running the setup program to upgrade the CDS program files Updating the catalog files and database structure Installing an updated version of the E-Z Mail program Installing an updated version of the E-Z Mobile for Palm program Restarting the computer and logging in to CDS Running the upgrade on network installations involves: Backing up all databases and the Sysdata directory Removing the Sybase Adaptive Server Anywhere program from the server (this does not apply to NetWare servers) Installing the updated version of Sybase Adaptive Server Anywhere on the server Removing the E-Z Mail program (if applicable) Removing the E-Z Mobile for Palm program (if applicable) Running the upgrade on the server Updating the catalog files and database structure Installing an updated version of the E-Z Mail program Installing an updated version of the E-Z Mobile for Palm program Running the upgrade at each workstation Detailed procedures for running the upgrade on stand-alone computers and network installations are in the respective sections that follow. Page 1

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7 Running the CDS 4.0 to Upgrade on Stand-Alone Computers Two CDs are included in the CDS Upgrade package. Use the CDS Patch CD to run the upgrade. Database Backups Before running the CDS 4.0 to upgrade, back up all database directories (except DEMO), and the Sysdata directory, typically located under C:\Program Files\CDSWin. For example, if you have one database named CLIENTS, back up: C:\Program Files\CDSWin\Clients and C:\Program Files\CDSWin\Sysdata Running the Upgrade 1. Close all programs that are running on the computer, including CDS and any open MobiLink connections. 2. Insert the CDS Patch CD into the CD-ROM drive. 3. Click the Windows Start button and then click Run to open the Run dialog box. 4. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 5. Select Setup from the list in the Browse dialog box and then click Open to return to the Run dialog box. 6. Click OK in the Run dialog box to open the InstallShield Wizard. 7. When the InstallShield Wizard opens, click Next to start the Setup program. 8. When the Setup is complete, remove the CDS Patch CD and then click Finish to restart the computer. 9. When the computer restarts, the Database Upgrade utility will open automatically. Click the Select All button and then click OK to start the upgrade process. 10. When prompted, click OK to upgrade the database(s) to the latest version of CDS A message box will indicate when the upgrade is complete. Click OK in the message box to close the Database Upgrade utility. Page 3

8 E-Z Mail Installation If the E-Z Mail program is not installed, skip to After the Upgrade. Otherwise, remove the original version of this program before installing the updated version. 1. Close all programs, including CDS and any open MobiLink connections. 2. Use the Add/Remove Programs utility in the Windows Control Panel to remove the E-Z Mail program. 3. Insert the CDS Patch CD into the CD-ROM drive. 4. Click the Windows Start button and then click Run to open the Run dialog box. 5. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 6. Use the Browse button to locate and open the E-Z Mail Setup program on the CD (e.g., D:\EZMail\Setup.exe), and then click OK in the Run dialog. 7. When the Welcome message of the E-Z Mail Setup program opens, click Next to install the E-Z Mail program. 8. After the E-Z Mail program files have been installed, click Finish in the Restarting Windows dialog box to close the Setup program. E-Z Mobile for Palm Upgrade If the E-Z Mobile for Palm program is not installed, skip to After the Upgrade. 1. Close all programs, including CDS and any open MobiLink connections. 2. On the Palm OS device, select the Main category and then select the Menu button. 3. Select Delete from the drop-down list, select E-Z Mobile for Palm Delete and then Done. 4. Perform a Palm OS device synchronization. 5. On the computer that is used for synchronization, browse to the directory where the Palm Desktop software is installed, open the directory with either the initials or name of the Palm OS device user, open the Archive directory, and delete the EZSync.prc file. 6. Insert the CDS Patch CD into the CD-ROM drive. 7. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 8. Double-click on Update E-Z Mobile for Palm and then double-click on SQLoad40.exe. 9. Click OK in the Run dialog box to open the Database Upgrade Using SQL dialog box. 10. Click the DeSelect All button and then select only those databases that were previously used with the E-Z Mobile for Palm module. Page 4

9 11. Click OK to upgrade the database(s) to the latest version of CDS A message box will indicate when the upgrade is complete. Click OK in the message box to close the Database Upgrade utility. 13. Reinstall E-Z Mobile for Palm from the separate CDS installation CD that was included with the CDS 4.0 to Upgrade package. (The special E-Z Mobile for Palm installation instructions are included as a Word document in the E-Z Mobile for Palm directory on the CDS CD.) After the Upgrade Log in to each database to ensure that the program is functioning normally, and that all of the various types of records are accessible. If the CDS program does not appear to be functioning properly after running the CDS upgrade, contact E-Z Data Technical Support at (626) for assistance. Page 5

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11 Running the CDS 4.0 to Upgrade on Windowsbased Networks Two CDs are included in the CDS Upgrade package. Use the CDS Patch CD to run the upgrade. Database Backups Before running the CDS 4.0 to upgrade, back up all database directories (except DEMO), and the Sysdata directory, typically located under C:\CDSWin.svr on the server. For example, if you have two databases, one named CLIENT1 and the other named CLIENT2, back up: C:\CDSWin.svr\Client1, C:\CDSWin.svr\Client2, and C:\CDSWin.svr\Sysdata Updating Sybase on the Server 1. Have all users log out of CDS, close any open MobiLink connections and then close the Sybase engine on the server. 2. Using the Add/Remove Programs utility in the Windows Control Panel, remove the ASA 7 for E-Z Data program. 3. Using Windows Explorer, make sure that the Sybase folder was removed from the C:\Program Files folder during the previous step. (Delete the Sybase folder if it was not removed.) 4. Insert the CDS Patch CD into the CD-ROM drive. 5. Click the Windows Start button and then click Run to open the Run dialog box. 6. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 7. Double-click on the Asany7 folder in the Browse dialog box and then double-click Setup to return to the Run dialog box. 8. Click OK in the Run dialog box to open the InstallShield Wizard. 9. When the ASA 7 for E-Z Data Setup window opens, click Next to start the Setup program. 10. When the Setup is complete, click Finish to restart the computer. 11. Delete the Sybase engine shortcut and refer to the appropriate Adaptive Server Anywhere 7.0 Startup section on page 16 to create a shortcut with the necessary parameters. Page 7

12 Running the CDS 4.0 to Upgrade on the Server Continue the upgrade at a CDS workstation. (If the server is also used as a CDS workstation, continue the upgrade at the server.) 1. Insert the CDS Patch CD into the CD-ROM drive (if it was removed after the Sybase update). 2. Click the Windows Start button and then click Run to open the Run dialog box. 3. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 4. Select Setup from the list in the Browse dialog box and then click Open to return to the Run dialog box. 5. Click OK in the Run dialog box to open the InstallShield Wizard. 6. When the InstallShield Wizard opens, click Next to start the Setup program. 7. When the Setup is complete, remove the CDS Patch CD and then click Finish to restart the computer. When the computer restarts, the Database Upgrade utility will open automatically. If upgrading from a Server/Workstation, restart the Sybase engine if it does not start automatically when the computer restarts. 8. Click the Select All button in the Database Upgrade dialog box and then click OK to start the upgrade process. 9. When prompted, click OK to upgrade the database(s) to the latest version of CDS A message box will indicate when the upgrade is complete. Click OK in the message box to close the Database Upgrade utility. The CDS upgrade on the server and first workstation is complete. Run the Setup program at all other workstations where CDS 4.0 is installed by following Steps 1-7 under Running the CDS 4.0 to Upgrade on the Server. E-Z Mail Installation If the E-Z Mail program is not installed, skip to After the Upgrade. Otherwise, remove the original version of this program from any workstation where it is installed before installing the updated version. 1. Close all programs that are running on the workstation, including CDS and any open MobiLink connections. 2. Use the Add/Remove Programs utility in Windows Control Panel to remove the E-Z Mail program. 3. Click the Windows Start button and then click Run to open the Run dialog box. Page 8

13 4. Use the Browse button to locate and open the E-Z Mail Setup program on the server (CDSWin.Svr\wssetup\ezmail\Setup.exe), and then click OK in the Run dialog box. 5. When the Welcome message of the E-Z Mail Setup program opens, click Next to install the E-Z Mail program. 6. After the E-Z Mail program files have been installed, click Finish in the Restarting Windows dialog box to close the Setup program. 7. Repeat Steps 1-6 at all other workstations where the E-Z Mail program is installed. E-Z Mobile for Palm Upgrade If the E-Z Mobile for Palm program is not installed, skip to After the Upgrade. 1. Close all programs, including CDS and any open MobiLink connections. 2. On the Palm OS device, select the Main category and then select the Menu button. 3. Select Delete from the drop-down list, select E-Z Mobile for Palm Delete and then Done. 4. Perform a Palm OS device synchronization. 5. On the computer that is used for synchronization, browse to the directory where the Palm Desktop software is installed, open the directory with either the initials or name of the Palm OS device user, open the Archive directory, and delete the EZSync.prc file. 6. Insert the CDS Patch CD into the CD-ROM drive. 7. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 8. Double-click on Update E-Z Mobile for Palm and then double-click on SQLoad40.exe. 9. Click OK in the Run dialog box to open the Database Upgrade Using SQL dialog box. 10. Click the DeSelect All button and then select only those databases that were previously used with the E-Z Mobile for Palm module. 11. Click OK to upgrade the database(s) to the latest version of CDS A message box will indicate when the upgrade is complete. Click OK in the message box to close the Database Upgrade utility. 13. Reinstall E-Z Mobile for Palm from the separate CDS installation CD that was included with the CDS 4.0 to Upgrade package. (The special E-Z Mobile for Palm installation instructions are included as a Word document in the E-Z Mobile for Palm directory on the CDS CD.) Page 9

14 After the Upgrade Log in to each database to ensure that the program is functioning normally, and that all of the various types of records are accessible. If the CDS program does not appear to be functioning properly after running the CDS upgrade, contact E-Z Data Technical Support at (626) for assistance. Page 10

15 Running the CDS 4.0 to Upgrade on Novell Networks Two CDs are included in the CDS Upgrade package. Use the CDS Patch CD to run the upgrade. Database Backups Before running the CDS 4.0 to Upgrade, back up all database directories (except DEMO), and the Sysdata directory that are located on the NetWare server. For example, if you have two databases, one named CLIENT1 and the other named CLIENT2, back up: F:\CDSWin.svr\Client1, F:\CDSWin.svr\Client2, and F:\CDSWin.svr\Sysdata Updating Sybase on the Server Supervisor or Administrator rights to the NetWare server may be required to run the CDS 4.0 to Upgrade. Refer to your system administrator before proceeding. 1. Have all users log out of CDS, close any open MobiLink connections and then close the Sybase engine on the server from the NetWare console. 2. Login to the NetWare server from a workstation where CDS 4.0 is installed. 3. Insert the CDS Patch CD into the CD-ROM drive. 4. Click the Windows Start button and then click Run to open the Run dialog box. 5. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 6. In the Browse dialog box, double-click on the Asany7 folder, double-click the NetWare folder, and then double-click on the Setup file to return to the Run dialog box. 7. Click OK in the Run dialog box to start the Adaptive Server Anywhere installation for NetWare. 8. When the ASA 7 for NetWare Install window opens, click Next in the Welcome message dialog box to start the Setup program. Page 11

16 9. Click the Browse button in the Choose Destination Location dialog box to open the Choose Folder dialog box. 10. Using the Drives: drop-down list, locate and select the drive letter that is mapped to the SYS: volume on the server. 11. Locate and double-click on the System directory in the Directories: list and then click OK. 12. Click Next when the correct path to the System directory is displayed as the Destination Folder. 13. Click Next in the Select Components dialog box. (The Adaptive Server Anywhere component is preselected. Select the NetWare 3.1x System NLMs if this option applies.) 14. Review the Current Settings and then click Next. (Click the Back button if the settings need to be corrected.) A progress bar will indicate the status of the copy operation. Page 12

17 15. When the Server License dialog box opens, enter the licensee information. Enter 999 for the number of licensed seats and then click OK. 16. When the Setup Complete dialog box opens, click Finish to close the installation program. 17. Follow the NetWare EBF installation steps in the next section. Installing the NetWare Emergency Bug Fix (EBF) Installation of the NetWare EBF is required for all versions of NetWare. The following procedures are continued from the previous section. 1. Click the Windows Start button and then click Run to open the Run dialog box. 2. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 3. In the Browse dialog box, double-click on the Asany7 folder, double-click the NetWare folder, double-click the EBF folder, and then double-click on the Setup file to return to the Run dialog box. 4. Click OK in the Run dialog box to start the Adaptive Server Anywhere EBF installation for NetWare. 5. When the Current Location of ASA for NetWare dialog box opens, click the Browse button to open the Choose Folder dialog box. 6. Using the Drives: drop-down list, locate and select the drive letter that is mapped to the SYS: volume on the server. 7. Locate and double-click on the System directory in the Directories: list and then click OK. 8. Click Next when the correct path to the System directory is displayed as the Destination Folder. 9. Click Next in the Welcome message dialog box. 10. Click Next in the Select Components dialog box. (The Adaptive Server Anywhere component is preselected.) Page 13

18 11. Review the Current Settings and then click Next. (Click the Back button if the settings need to be corrected.) A progress bar will indicate the status of the copy operation. 12. When the Setup Complete dialog box opens, click Finish to close the installation program. 13. Delete the Sybase engine shortcut and refer to the appropriate Adaptive Server Anywhere 7.0 Startup section on page 16 to create a shortcut with the necessary parameters on the NetWare server and then return to the workstation. Page 14

19 Running the CDS 4.0 to Upgrade on the Server 1. Insert the CDS Patch CD into the CD-ROM drive at the workstation (if it was removed after the EBF installation). 2. Click the Windows Start button and then click Run to open the Run dialog box. 3. Click the Browse button and then select the CD-ROM drive from the drop-down list of the Look in: field in the Browse dialog box. 4. Select Setup from the list in the Browse dialog box and then click Open to return to the Run dialog box. 5. Click OK in the Run dialog box to open the InstallShield Wizard. 6. When the InstallShield Wizard opens, click Next to start the Setup program. 7. When the Setup is complete, remove the CDS Patch CD and then click Finish to restart the computer. 8. When the computer restarts, the Database Upgrade utility will open automatically. Click the Select All button and then click OK to start the upgrade process. 9. When prompted, click OK to upgrade the database(s) to the latest version of CDS A message box will indicate when the upgrade is complete. Click OK in the message box to close the Database Upgrade utility. The CDS upgrade on the server and first workstation is complete. Run the Setup program at all other workstations where CDS 4.0 is installed by following Steps 1-7 under Running the CDS 4.0 to Upgrade on the Server. E-Z Mail Installation If the E-Z Mail program is not installed, skip to After the Upgrade. Otherwise, refer to the E-Z Mail Installation instructions on page 8 to remove the original version of this program from any workstation where it is installed, and install the updated version. E-Z Mobile for Palm Upgrade If the E-Z Mobile for Palm program is not installed, skip to After the Upgrade. Otherwise, refer to the E-Z Mobile for Palm Upgrade instructions on page 9. After the Upgrade Log in to each database to ensure that the program is functioning normally, and that all of the various types of records are accessible. If the CDS program does not appear to be functioning properly after running the CDS upgrade, contact E-Z Data Technical Support at (626) for assistance. Page 15

20 Adaptive Server Anywhere 7.0 Startup Windows 95/98/Me 1. From the Windows desktop, click Start, Settings, Taskbar & Start Menu. 2. Click on the Start Menu Programs tab, and select Add. 3. Type the complete path to the dbsrv7 file in the Command line field and then click Next. Example: C:\Progra~1\Sybase\sqlany~1\win32\dbsrv7 -n EZDATA -gd all gp tl 0 -ti 0 (Refer to the Appendix for setting up database cache) 4. In the Select Program Folder dialog box, select Startup and then click Next. 5. Name the Shortcut SQL Server and then click the Finish button. 6. Reboot the computer to start Adaptive Server Anywhere 7.0. Windows NT 1. From the Windows desktop, click Start, Settings, Taskbar. 2. Click on the Start Menu Programs tab, and select Add. 3. Type the complete path to the dbsrv7 file in the Command line field and then click Next. Example: C:Progra~1\Sybase\sqlany~1\win32\dbsrv7 n EZDATA -gd all -gp tl 0 -ti 0 (Refer to the Appendix for setting up database cache) 4. In the Select Program Folder dialog box, select Startup and then click Next. 5. Name the Shortcut SQL Server and then click the Finish button. 6. Reboot the computer to start Adaptive Server Anywhere 7.0. Page 16

21 Sybase Engine Startup as a Windows NT Service The Sybase Adaptive Server Anywhere 7.0 DBSVC command can be used to start the Sybase engine as a Windows NT service. To run the server engine as a service: 1. From the Windows desktop, click Start and then click Run. 2. Type the following command line and the complete path to the dbsrv7 file in the Open field and then click OK. Example: dbsvc.exe -i -as -t network -s automatic -w EZDATA C:\Progra~1\Sybase\SQLAny~1\win32\dbsrv7.exe -n EZDATA -gd all -gp tl 0 -ti 0 (Refer to the Appendix for setting up database cache) 3. Reboot the computer to start Adaptive Server Anywhere 7.0. Windows From the Windows desktop, click Start, Settings, Taskbar and Start Menu. 2. Click on the Advanced tab, and select Add. 3. Type the complete path to the dbsrv7 file in the Command line field and then click Next. Example: C:\Progra~1\Sybase\sqlany~1\win32\dbsrv7 -n EZDATA -gd all -gp tl 0 -ti 0 (Refer to the Appendix for setting up database cache) 4. In the Select Program Folder dialog box, select Startup and then click Next. 5. Name the Shortcut SQL Server and then click the Finish button. 6. Click OK in the Taskbar and Start Menu Properties dialog box. 7. Reboot the computer to start Adaptive Server Anywhere 7.0. Page 17

22 Sybase Engine Startup as a Windows 2000 Service The Sybase Adaptive Server Anywhere 7.0 DBSVC command can be used to start the Sybase engine as a Windows 2000 service. To run the server engine as a service: 1. From the Windows desktop, click Start and then click Run. 2. Type the following command line and the complete path to the dbsrv7 file in the Open field and then click OK. Example: dbsvc.exe -i -as -t network -s automatic -w EZDATA C:\Progra~1\Sybase\SQLAny~1\win32\dbsrv7.exe -n EZDATA -gd all -gp tl 0 -ti 0 (Refer to the Appendix for setting up database cache) 3. Reboot the computer to start Adaptive Server Anywhere 7.0. Windows XP 1. From the Windows desktop, double-click on My Computer and browse to the Startup folder (e.g., C:\Documents and Settings\All Users\Start Menu\Programs\Startup.) 2. Right-click in the Startup window, point to New and then select Shortcut from the menu. 3. In the Create Shortcut dialog box, type the complete path to the dbsrv7 file in the Command line field and then click Next. Example: C:\Progra~1\Sybase\sqlany~1\win32\dbsrv7 -n EZDATA -gd all -gp tl 0 -ti 0 (Refer to the Appendix for setting up database cache) 4. Name the Shortcut SQL Server and then click the Finish button. 5. Reboot the computer to start Adaptive Server Anywhere 7.0. Page 18

23 Novell NetWare 3.x, 4.xx, or 5.x You must start Adaptive Server Anywhere at the file-server console. You may need an Administrator or Supervisor password to access the console. 1. At the server console command prompt, type: load sys:\system\dbsrv7 -n EZDATA -gd all gp tl 0 -ti 0 (Refer to the Appendix for setting up database cache) 2. Press Enter to start Adaptive Server Anywhere. Note: You must use this procedure to start Adaptive Server Anywhere each time you down the file-server and bring it back up. You can automate this procedure by adding the command in step 1 to the AUTOEXEC.NCF file (refer to your network administrator for automating the startup). When Adaptive Server Anywhere has been started, you can switch between the system console and the Adaptive Server Anywhere console screens, or other services, by pressing ALT-ESC. Page 19

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25 Appendix: Setting Up Database Cache By default, Sybase Adaptive Server Anywhere uses two megabytes of memory for caching. This default cache size is adequate for databases that are less than 20 MB in size. For very large databases, increasing the memory that is allocated to the server cache improves performance. Accessing database pages that have been cached in memory is much faster than reading the information directly from the server s hard disk. Allocating too much memory, however, will limit the available resources that other server-based programs may need to operate efficiently. Generally, 10% of the total size of your database(s) is used to calculate the amount of memory to use for caching that will provide optimum performance. In the first example below, a 32-MB database and a 28-MB database produce a total database size of 60 MB. Using the general rule, 10% of the total database size, 6 MB of memory (60 MB x.10 = 6 MB) would be the optimum cache size. The Sybase parameter -c cache-size is used to specify the amount of memory that will be used for caching. Among other methods, the cache size can be specified with nm (number of Megabytes) as in the following examples. Example 1: This is the typical Sybase Adaptive Server Anywhere startup command for a Windows 95/98/Me Server. The cache parameter in this example will allocate 6 Megabytes of memory for database caching. \sqlanywhere7\win32\dbsrv7.exe -n EZDATA -gd all -gp tl 0 -ti 0 -c 6M Example 2: This is the typical Sybase Server startup command for a NetWare Server. The cache parameter in this example will allocate 8 Megabytes of memory for database caching. load sys:\system\dbsrv7 -n EZDATA -gd all -gp tl 0 -ti 0 -c 8M Example 3: These are the typical Sybase Server parameters used to create a new service on a Windows NT Server. The cache parameter in this example will allocate 15 Megabytes of memory for database caching. Page 21