PC RateLink (Open-i) Guide

Transcription

1 Version for other versions click here PC RateLink (Open-i) Guide Click on the chapter titles below to view them: Chapter 1: Introducing RateLink Chapter 2:Installing PC RateLink Chapter 3: Installing PC RateLink on the Client PCs Chapter 4: Updating PC RateLink Rates Chapter 5: Uninstalling PC RateLink 1

2 PC RateLink Ch.1: Introducing RateLink Introducing PC RateLink PC RateLink is an automated program to update the SuperLogics-based rates on PCs with the latest rates from a TRIPOS server. Once PC RateLink is installed, any new rates installed on the TRIPOS server are automatically transferred to the PCs when they are next rebooted. The diagram below outlines how the rates are transferred between the TRIPOS server and other PCs. The components in this setup are as follows: TRIPOS server: the latest rates are installed by either a network connection or direct from a CD. Master Server PC: these rates are transferred to the Master Server PC when rebooted, or a manual option selected. Client PCs: the rates are automatically transferred from the Master Server PC on the Client PCs when they are rebooted or at 20 minute intervals. If you are using a Tripos NT2 server, this takes the role of both the Tripos Server and the Master Server PC. 2

3 RateLink Ch.2: Installing PC RateLink Installing PC RateLink This section contains information on the following steps you must take to install PC RateLink: You must perform these steps in the specified order. 1. Nominate A PC As Master Server PC 2. Install PC RateLink Software On The Master Server PC 3. Install PC RateLink software On All The Client PCs You can then update the rates manually, if required, rather than waiting for a network connection. 3

4 PC RateLink Installation Requirements You can only install and run PC RateLink providing: all PCs are running a minimum of Microsoft Windows 2000 and are capable of running the quote products. Not all versions of Windows are supported by Open G I. the Master Server PC has 10MB of hard disk space free. the Client PCs have 15MB of hard disk space free. the following software is installed and configured: Tripos server software WinLink Open quotation products 4

5 RateLink Nominating a PC as a Master Server PC Before you can proceed with the installation, you need to nominate a PC as the Master Server PC. All the other PCs that are used with quote products and PC RateLink are Client PCs. Consider the following factors when nominating a Master Server PC: If you are using an NT2 box, this is the Master Server PC. The Master Server PC must be left on at all times, including out of office hours. This is to ensure it can receive rate updates during a network connection. The Server PC must have 10MB of disk space free. 5

6 PC RateLink Installing PC RateLink on the Local Server Installing PC Ratelink on the Local Server Once you have completed installing PC RateLink on the Master Server PC, you may install PC RateLink on all the Local Server PCS which receive rates from the Master Server and transfers them to the Client PC's. PCs for which you want rates to be updated automatically. Before installing PC RateLink on a Local Server PC, you must ensure that PC RateLink is successfully installed on the Master Server PC. The Local Server PC needs to know the Computer name of the Master Server PC from which to receive the rates. If the Master Server PC name changes once you have installed PC RateLink on a Client PC you must reinstall PC RateLink on each Local Server PC. 6

7 RateLink Local Server PC Installation 1. Insert the PC RateLink CD into the CD drive. 2. Move the mouse pointer to the bottom left hand side of the screen and click the Start button with the left mouse button. Select the Run option by clicking on it with the left mouse button. The Run dialog is displayed. 3. Click the Browse button to navigate to the CD-ROM drive. 4. Click on the Setup file and click the Open button. 5. Click the OK button. If there is insufficient space on the PC s hard disk drive, a warning message is displayed. Free up some additional space by deleting unused files on the hard disk drive to ensure there is enough to install PC RateLink. The PC RateLink Installation dialog is displayed. 6. Click the Custom Setup Local Server radio button and click the Next button to continue. The PC RateLink Installation dialog is displayed, confirming the location where the software is to be installed. 7. Specify an alternative location, if required, using the Browse button and selecting a new location. Click the Next button to continue. The PC RateLink Installation dialog is displayed with the network name of the Master Server PC already inserted. 8. Click the Next button to continue. The PC RateLink Installation dialog is displayed confirming the time in minutes between checking rates and the time in minutes between connection retries. 9. Amend the times if necessary and click the Next button to continue. The PC RateLink Installation dialog is displayed with all the quotation products selected. 10. Deselect any products for which you do not want rates obtained. Click the Finished button to complete the installation. When the installation is complete, a confirmation message is displayed. 11. Click the OK button to continue, a second confirmation message is displayed. 12. Click the OK button to close the PC RateLink installation program. 7

8 PC RateLink The PC RateLink Update Rates icon is displayed on the desktop when the installation is complete. You can now update the Local Server PC rates from the Master Server. Installing PC RateLink On The Master Server PC Installing PC RateLink On The Master Server PC Once all the Tripos Server software has been installed and the Server rebooted, you can install PC RateLink on the Master Server PC. The Master Server PC receives the rates from the TRIPOS Server and transfers them to the Client PCs. If the chosen Master Server PC has more than one Network Interface Card, please contact Open GI. 8

9 RateLink Custom Master Server PC Installation Log on using an Administrator password to allow you to perform advanced functions such as setting up network shares. 1. Insert the RateLink CD into the CD drive. 2. Move the mouse pointer to the bottom left hand side of the screen and click the Start button with the left mouse button. Select the Run option by clicking on it with the left mouse button. The Run dialog is displayed. 3. Click on the browse button to navigate to the CD-ROM drive. If there is insufficient space on the PC s hard disk drive, a warning message is displayed. Free up some additional space by deleting unused files on the hard disk drive to ensure there is enough to install PC RateLink. The PC RateLink Installation dialog is displayed. 4. Click the Custom Setup Server radio button and click the Next button to continue. The PC RateLink Installation dialog is displayed, confirming the location where the software is to be installed. 5. Specify an alternative location, if required, using the Browse button and selecting a new location. Click the Next button to continue. The PC RateLink Installation dialog is displayed with the name of the default Tripos Server: 6. Enter the host name of the Tripos Server from which the rates are to be transferred. The system defaults to TRIPOS0, but you can overtype this with your own entry if your Tripos Server name is different. Click the Next button to continue. The program then attempts to locate the Tripos Server from which the rates are to be transferred. Provided the Tripos Server is found, the installation continues. The PC RateLink Installation dialog is displayed with all the quotation products selected: 7. Deselect any products for which you do not want rates obtained. Click the Finished button to complete the installation. When the installation is complete a confirmation message is displayed. 8. Click the OK button to continue, a second confirmation message is displayed. 9. Click the OK button to close the PC RateLink installation program. Now reboot the Master Server PC. 9

10 PC RateLink Once you have rebooted the Master Server PC, the PC RateLink icon is displayed in the system tray at the bottom right of the screen. It is now possible to update rates other than during a network connection from the TRIPOS Server to the Master Server PC. Using The Repair Installation Procedure If you have had difficulty installing PC RateLink, or you need to reinstall the software, you can repair the installation. When the PC RateLink installation starts, the PC is checked to see if PC RateLink has already been installed. If it has already been installed, the Repair Installation procedure is activated. 1. Insert the PC RateLink CD into the CD drive. 2. Move the mouse pointer to the bottom left hand side of the screen and click the Start button with the left mouse button. Select the Run option by clicking on it with the left mouse button. The Run dialog is displayed. 3. Type D:\setup client or D:\setup local server or D:\setup in the text box and click the OK button. Where D is the letter of your CD-ROM drive. The PC RateLink Uninstall/Repair dialog is displayed. 4. Click the Repair radio button and click the OK button to continue. You can also uninstall PC RateLink from this screen. An alternative method is described in Uninstalling PC RateLink. 5. The first PC RateLink Installation dialog is displayed: If you entered D:\setup client, the screen only displays options for a Client PC installation. If you entered D:\setup local server, the screen only displays options for a Local Server PC installation. 6. Click the appropriate radio button and click the Next button to continue. The repair installation proceeds in the same way as a normal installation. 10

11 RateLink Ch.3: Installing PC RateLink on the Client PCs Installing PC RateLink on the Client PCs Once you have completed installing PC RateLink on the Master Server PC, you must install PC RateLink on all the Client PCs for which you want rates to be updated automatically. Before installing PC RateLink on a Client PC, you must ensure that PC RateLink is successfully installed on the Master Server PC. The Client PC needs to know the Computer name of the Master Server PC from which to receive the rates. If the Master Server PC name changes once you have installed PC RateLink on a Client PC you must reinstall PC RateLink on each Client PC. ( 11

12 PC RateLink Custom Client PC Installation 1. Insert the PC RateLink CD into the CD drive. 2. Move the mouse pointer to the bottom left hand side of the screen and click the Start button with the left mouse button. Select the Run option by clicking on it with the left mouse button. The Run dialog is displayed: 3. Type D:\setup client in the text box and click the OK button. Where D is the Letter of your CD-ROM drive. If there is insufficient space on the PC s hard disk drive, a warning message is displayed. 4. Free up some additional space by deleting unused files on the hard disk drive to ensure there is enough to install PC RateLink. The PC RateLink Installation dialog is displayed. 5. Click the Custom Setup Client radio button and click the Next button to continue. The PC RateLink Installation dialog is displayed, confirming the location where the software is to be installed. 6. Specify an alternative location, if required, using the Browse button and selecting a new location. Click the Next button to continue. The PC RateLink Installation dialog is displayed with the network name of the Master or Local Server PC already inserted. 7. Click the Next button to continue. The PC RateLink Installation dialog is displayed with all the quotation products selected. 8. Deselect any products for which you do not want rates obtained. Click the Finished button to complete the installation. When the installation is complete, a confirmation message is displayed. 9. Click the OK button to continue, a second confirmation message is displayed. 10. Click the OK button to close the PC RateLink installation program. The PC RateLink Update Rates icon is displayed on the desktop when the installation is complete. You can now update the Client PC rates from the Master Server. 12

13 RateLink Ch.4: Updating PC RateLink Rates Updating PC RateLink Rates This section contains information on the following: Installing rates updates automatically Installing Master Server PC rate updates manually Installing Client PC rate updates manually Installing Rate Updates Automatically You must follow these instructions carefully to ensure that PC RateLink operates correctly. 1. At the end of each working day, ensure that the: Tripos Server is left running Master Server PC is rebooted and left running (this is particularly important if a network connection is to be made) Client PCs are all shut down 2. If a network connection for a rates update is made during the night, the Tripos Server rates are updated. The PC RateLink software automatically transfers these rates to the Master Server PC, if available. 3. At the beginning of each working day, restart the Client PCs. Any rates transferred to the Master Server PC overnight are then transferred to each Client PC. 13

14 PC RateLink Installing Master Server PC Rate Updates Manually Installing Master Server PC Rate Updates Manually There are two methods for updating rates manually: updating rates that were not transferred during a network connection. updating rates at a time other than during a network connection. Updating Rates Not Transferred During A Network Connection Normally, rates are transferred from the Tripos Server to the Master Server PC during a network connection. However, if an application was left running on the Master Server PC, the PC rates cannot be updated. In such situations, you must update the rates manually. 1. Right click the mouse button over the blue lightning icon in the system tray at the bottom of the screen. 2. Select the Update Rates option from the menu that appears. The rates are then updated. Updating Rates Other Than During A Network Connection If you do not want to wait until the next network connection to update the rates, you can transfer the rates from the Tripos Server to the Master Server PC manually. 1. Select the System Exit option from the System Control menu on the TRIPOS lead terminal. 2. Enter the text shown below and press RETURN: PSLTRANPCLINK The command takes about 10 to 20 minutes to complete. 14

15 RateLink Installing Client PC Rate Updates Manually Occasionally you may need to transfer rates manually rather than having to wait for the next network connection eg when installing PC RateLink from disks for the first time. 1. Move the mouse pointer to the bottom left hand side of the screen and click the Start button with the left mouse button. Select the Programs option by clicking on it with the left mouse button. 2. Select the Open G I option, followed by PC RateLink and then the Update Rates option. Alternatively, you can reboot the Client PCs which automatically transfers the latest rates from the Master Server PC. If the system cannot find the Master Server PC, please contact Open G I for further information. Ch.5: Uninstalling PC RateLink Uninstalling PC RateLink You can uninstall PC RateLink from either the Master Server PC or the Client PC as required. If you are uninstalling PC RateLink from the Master Server PC, you must exit PC RateLink first. To uninstall PC RateLink: 1. Move the mouse pointer to the bottom left hand side of the screen and click the Start button with the left mouse button. Select the Programs option by clicking on it with the left mouse button. 2. Select the Open G I option, followed by PC RateLink and then the Uninstall option. The PC RateLink Uninstall dialog is displayed. 3. Click the Yes button to continue. 4. PC RateLink is uninstalled from the PC. When this process is completed, a confirmation message is displayed. 5. Click the OK button to complete the uninstall. 15

16 PC RateLink Exiting PC RateLink You exit PC RateLink as follows: 1. Right click the mouse button over the blue lightning icon in the system tray at the bottom of the screen. 2. Select the Exit option from the menu that appears. 16