This is a GENERAL Servant Keeper Network Installation help sheet. If you need further assistance, please contact your network administrator.

Transcription

1 SK Help Network Help Sheets - Workstation Installation This is a GENERAL Servant Keeper Network Installation help sheet. If you need further assistance, please contact your network administrator. Due to the uniqueness of each network, we cannot be responsible nor will we support the installation of Servant Keeper on your network by anyone without the network administrator or a person with adequate networking knowledge available. This instruction sheet is used to install Servant Keeper Version 6 on a network. For installation purposes, the main computer that will contain the Servant Keeper data will be referred to as the Server. The computers that access the Servant Keeper data from the Server will be referred to as Workstations. Workstation Installation: 1. Insert the Servant Keeper 6 CD into the CD-Rom drive of your computer. (If you are using a download link instead of an SK6 CD, click on the link and save it to your desktop.) 2. The installation from your CD should automatically begin. If the install does not start automatically click Start Run and type X:\setup.exe where X is the drive letter assigned to your CD-Rom drive. (If you are using a download link, double click on the Install Servant Keeper 6 icon on your desktop to begin the installation.) 3. Follow the on-screen prompts until prompted: Where do you want to install Servant Keeper? 4. Choose [On a Network PC or Server] from the install options. Make sure the person doing the installation is knowledgeable with the network setup. 5. Choose [New Installation]. 1

2 6. Choose [Workstation]. This will install a few local files needed on the Workstation. After those files are installed you will see this window: 7. From the list, choose which action you would like to take. It is recommended to choose the [Create Mapped Drive] option. a. If you choose [Create Mapped Drive] you will see this window: 2

3 b. In the Drive box, select a drive letter for the mapped drive. (This letter can be any unused drive, S: is the default letter.) c. In the Folder line, click [Browse] and you will see a window similar to the one shown below: d. In this box, browse to your Server computer and select the Servant Keeper 6 shared folder. After the folder is selected, click [OK] to proceed. (If you do not see the shared folder listed under the server computer, you may need to double-check the sharing on the Servant Keeper 6 folder at the server computer. Please see Troubleshooting Tips on page 5 for more information.) 3

4 e. Click [Next] to continue to the next step. 8. You should see a message telling you that the drive was mapped successfully. Click [OK] on this message and continue to follow the prompts to complete the installation. 9. At the end of the installation, you may see a message that states This program might not have installed correctly. This message is normal on Windows Vista or 7 computers, simply select This program installed correctly to complete the installation. 10. A folder will be placed in your start menu and desktop that contains the Servant Keeper shortcuts. You may now begin using your new Servant Keeper 6 workstation installation. You will be able to log in using the same User ID and Password that you use on the main computer. 4

5 Troubleshooting Tips: Sharing Servant Keeper on the network for Windows SBS2008, Windows SBS2011, Windows Vista, and Windows 7: **Following these instructions are the steps for sharing Servant Keeper on or Windows SBS2003 and Windows XP). 1. On the server computer, open Windows Explorer. (Right-click the [Start] button and click [Explore].) 2. Browse the C:\ drive and locate the C:\Servant Keeper 6 folder for SBS 2008, Windows Vista or Windows 7. For Windows 2000 or XP, Servant Keeper should be located in C:\Servant Keeper 6. Right click the Servant Keeper 6 folder, then click on Properties. 5

6 3. You will see the window below: 4. Click on the [Advanced Sharing] button. 6

7 5. Choose [Share this folder]. Leave the share name as Servant Keeper Click the [Permissions] button. 7. Make sure in the Group or users names box that the Everyone group is listed. a. If Everyone is not listed, you will need to contact your Network Administrator for further assistance with sharing the Servant Keeper 6 folder. 9. Under Permissions make sure Everyone has Full Control. 10. Click [OK] and then click [OK] again. This will bring you back to this window: 7

8 11. Click on the Security tab at the top of the box. 12. Make sure in the Group or user names box that Everyone is listed. a. If Everyone is not listed you will need to contact your Network Administrator for further assistance in sharing the Servant Keeper 6 folder. 13. Make sure that all permissions are checked. They do not have to have Full Control, but they do need all of the other options: Modify, Read & Execute, List Folder Contents, Read and Write. 14. Click [OK] 15. Click [OK] to exit and save the share settings. 16. Once the Servant Keeper 6 folder is shared continue to Step 3. See the next page for sharing Servant Keeper on Windows SBS2003/2000/XP/2003/ machines: 8

9 Sharing Servant Keeper Windows 2000/XP/2003 This document is for sharing Servant Keeper on the following Operating Systems: Windows 2000 Professional Windows 2000 Server Windows XP Professional (with simple file sharing disabled) Windows 2003 Server Note: This help sheet assumes that you have the hard drives formatted using NTFS and that you that you have Servant Keeper 6 installed in the default location. These are the basic steps to setup sharing and security for Servant Keeper on your network. Your network administrator may want to tailor the security for the database to your organizations specific requirements. If problems arise from alternate security settings please refer to this help sheet for the recommended configuration. Follow these steps to share the Servant Keeper program folder for use on a network 1. On the main (server) PC with Servant Keeper installed browse to C:\Program Files, find and right click the Servant Keeper 6 folder, and click Sharing or Sharing and Security 2. Click Share this folder and leave the share name Servant Keeper 6 as shown in Fig1. 3. Next click the Permissions button. Make sure to set share permissions to either Full Control or Allow Change and Read for the Everyone group. Click OK. Fig2. Note: Users need at least Change and Read share access to the database. 4. Click the Security tab. Set the security permissions so that the Everyone group has either Full Control (default) or Read & Execute, List Folder Contents, Read, and Write to files in the folder as shown in Fig3. 5. Click OK to save the security and share settings and exit. Fig1. Fig2 Fig3 9

10 Sharing Servant Keeper Windows XP Home This document is for sharing Servant Keeper on the following Operating Systems: Windows XP Professional (with simple file sharing enabled) Windows XP Home Follow these steps to share the Servant Keeper program folder for use on a network. This help sheet assumes that you have Servant Keeper 6 installed in the default install location. Note: These are the basic steps to setup the sharing and security for Servant Keeper on your network. Your network administrator may want to tailor the security for the database to your organizations specific requirements. If problems arise from alternate security settings please refer to this help sheet for the recommended configuration. 1. On the PC with Servant Keeper installed browse to C:\Program Files, find and right click the Servant Keeper 6 folder, and click Sharing and Security 2. In the Network sharing and security section click the text, If you understand the security risk but want to share files without running the wizard, click here. Fig1. 3. A dialog box will open. In it click the option Just en- able file sharing and click OK. Fig2 4. You will be back at the previous window with a few new options. Check the option, Share this folder on the network. Make sure you have a check in the option Allow network users to change my files. Fig3 5. Click OK to save the share settings and exit. Fig2 Fig1 10