The Priority package, including one user license in a demo environment.

Transcription

1 Welcome to the Priority Enterprise Management System Version 17 for Windows. This document contains instructions for installing the system on Microsoft SQL Server and Oracle. What s included in the installation? The Priority package, including one user license in a demo environment. Contents 1. Installing Priority on SQL Server Installing the Server Completing the Server Installation Installing a Client Installing Priority on Oracle Installing the Server Installing a Client Installing the Priority Lite Package & Priority on Outlook Working From a Remote Site /15

2 1. Installing Priority on SQL Server 1.1 Installing the Server Priority may run on an existing SQL Server installation or on a new installation of the SQL Server Express Edition, which is provided as part of the Priority installation. Hardware requirements and pre-installation steps are different for each. Minimum Requirements For hardware requirements and supporting systems, download the Priority: Hardware and Support Systems document from the Priority Documentation section of the Customer Area on the Priority web site, at: Pre-install: Existing SQL Server Installation When installing the SQL Server, in the instance that will be connected to Priority, select a binary collation that is suitable for the language you work in. For instance, in an English-only system, you may use SQL_Latin1_General_CP437_BIN ; if you work in Romanian, you may use Romanian_BIN ; and so on. Choose a case-sensitive collation, or Priority will not work properly. 1. Make sure you know the SQL Server password for the user sa. This password is crucial for the installation of Priority on the server. If this is a new installation of SQL Server, and you chose SQL Server Authentication during setup, this is the password to use during installation; if you chose Windows Authentication, you can assign the password for user sa via the SQL Server Management Studio. Note: The "sa" password is used when logging in to Priority as a superuser (tabula). Thus, it is important that you preserve this password and advise whoever will be using it. 2. Choose the SQL Server instance on which you will be installing Priority (hereinafter called "the server"). Make sure it is defined with the correct collation (see #1 above). 3. Choose the local drive on the server (hereinafter called C ) on which to install Priority. This drive must contain at least 500 free megabytes. 4. If you are transferring data from a previous installation of Priority on the Tabula database, and you installed SQL Server on a different computer, make sure you can access the Tabula system from the new server. If you cannot, install a client of the previous Tabula system on the new server. Pre-install: New SQL Server Express Installation 1. Choose the local drive on the server (hereinafter called C ) on which to install Priority. This drive must contain at least 2000 free megabytes. 2. If you are transferring data from a previous installation of Priority on the Tabula database, and you will be installing SQL Server Express Edition on a different computer, make sure you can access the Tabula system from the new server. If you cannot, install a client of the previous Tabula system on the new server. 2/15

3 Installing Priority Perform the following steps on the new server (estimated installation time is 30 minutes, not including data transfer from the previous system): 1. Enter the Customer Service Area on the Priority web site ( and select Installation Files. 2. Type in your address and password. 3. Select the type of system (i.e., American or Dual-Currency, as well as database) on which you work. 4. Download the Priority 17 Installation File. In the dialogue box that opens, click Save. 5. Choose the folder location on the server to which the file will be saved. 6. In the Windows Explorer, navigate to the folder containing the installation file and double-click on the file to start the installation process. 7. Click Setup and wait a few seconds while the installer "unpacks" the files needed to continue. 8. Click Install. 9. Designate the path of the directory that should be created for Priority the program files will be installed there. A default directory called Priority appears on the drive containing the most free space, but it may be moved to any drive that has at least 500 free megabytes (or 2000 free megabytes, if you still need to install SQL Server). Note: If you are transferring data from the Tabula database, you must designate a different path than that of the original system. 10. The installation program allows you to install SQL Server Express 2008 on your server. If SQL Server is already installed, choose No. A list of installed SQL Server instances will appear. Choose the one on which you want to install Priority and specify the password of user sa to connect to it. If you have decided to install the provided SQL Server Express edition, choose Yes and record a password for the superuser (tabula). Note: Whatever password you record during this step will also be used in order to log in to Priority as a superuser (tabula).thus, it is important that you preserve this password and advise whoever will be using it. 11. If the installation program detects a previous installation of Priority on the Tabula database, it will ask you if you want to transfer the data from this system to the new system on SQL Server. Choose Yes to transfer the data, or No if you want to install a new system with only demo data. Transfer time depends on the volume of data and may require several hours. Running Priority on the Server 3. Double-click the Priority icon on your Desktop. A screen will open, asking you to enter your user name and password in order to enter the system. 4. Leave the user name tabula that appears on the screen, and once again enter the password of the superuser (this should be identical to the password for user sa on 3/15

4 an existing SQL installation). Once you have entered the system, you can add users and change passwords. 5. If you performed the data transfer from a system based on Tabula, the following adjustments must be made: All forms, reports and procedures that were prepared for the Tabula-based system must be deleted and reprepared in the new SQL-based system: i. Delete the contents of the system\prep directory. ii. In Priority, from the upper Tools menu, select Run Entity (Advanced). iii. In the dialog box that opens, enter the command "FORMPREP -all" and click OK. iv. Use Windows Task Manager to track the progress of the formprep.exe process. Wait until this process finishes running before continuing. v. Return to Run Entity (Advanced) (in the upper Tools menu). vi. In the dialog box that opens, enter the command "REPPREP -all" and click OK. vii. Use Windows Task Manager to track the progress of the repprep.exe process. Wait until this process finishes running before continuing. All users need to update their passwords, which were erased in the transfer process. Make sure that the company with the lowest Position value in the Companies form (i.e., the company that appears in the top line) is a company in which all users have at least minimal privileges. Any user with no privileges in this company will not be permitted to log on to the system. If you have not been working with the Tabula Task Scheduler, install it now. For instructions on installing the Tabula Task Scheduler, download the Tabula Task Scheduler document from the Priority Documentation section of the Customer Area on the Priority web site, at: If you have been working with the Task Scheduler, you need to uninstall and reinstall it and update tasks in the Task List: i. To uninstall the Tabula Task Scheduler, run the Install Task Scheduler program in Priority and remove the flag from the Tabula Task Scheduler line. Click Update. ii. Re-install the Tabula Task Scheduler. iii. Open the Task List. The Company field displays the name of the company in which each program is run. Make sure that the correct company is defined for each active task. iv. For the Daily Backup and Weekly Backup programs, click Modify to update the file paths in the Command field. For example, assuming the new SQL installation is located in the D:\pr_sql directory and daily backup data should be transferred to the D:\pr_sql\backup directory, the backup command for the Daily Backup program should appear as follows: BACKUP " " D:\pr_sql\system\prep D:\pr_sql\backup D 4/15

5 v. Set up an hourly backup. The Command field should contain the following command: BACKUP " " D:\pr_sql\system\prep D:\pr_sql\backup H Note: For detailed instructions on setting up and installing the Tabula Task Scheduler, download the Tabula Task Scheduler document from the Priority Documentation section of the Customer Area on the Priority web site. 5/15

6 1.2 Completing the Server Installation Installing Your License Before you can install Priority on your company s workstations, you need to install the file that contains your licensing information. To do so: 1. Save the license file you have downloaded from the Priority web site in any temporary folder on the Priority server. Make sure that the full path including the file name and extension does not exceed 50 characters. 2. From within Priority, enter the Software License menu from the following path: System Management System Maintenance Software License. 3. Click Install License. 4. In the input screen that opens, click Browse and locate the license file. 5. Click OK, and wait for the message confirming a successful installation. Your license is now installed in the system. Administrating Permissions for Priority Files We recommend that you install Priority using the NTFS file system, so that you can define appropriate permissions to the program files and thus prevent changes to these files from unauthorized users, or their deletion from the system. Note: The following permissions are minimal. We recommend that you do not deviate from the list. If you nevertheless decide to change permissions, ensure that you haven't reduced them. Reducing permissions any further is likely to impair the proper functioning of the system! In order to install clients, it is also necessary to execute Sharing of the priority folder on the server. When defining the Sharing, assign permission to Everyone. Permissions that should be assigned to Priority files on the server: * User/ Group Directory Directory Contents Permission Administrator Priority Administrator Priority\system\fusioncharts Used to display flash charts & graphs System Priority Everyone Priority Read Everyone Priority\bin.95 Priority programs Read Everyone Priority\client Files used to install new clients Read Everyone Priority\system\document Non-HTML documents and * If you decide to change permissions, ensure that the following two options are selected: Replace Permissions on Existing Files Replace Permissions on Subdirectories 6/15

7 User/ Group Directory Directory Contents Permission (and all sub-directories) screen-painted forms Everyone Priority\system\html HTML documents Everyone Priority\system\images Images for HTML documents and web sites Read Everyone Priority\system\javachart Java programs for graphs Read Everyone Priority\system\fusioncharts Used to display flash charts & graphs Everyone Priority\system\load Preferred path for files related to external interfaces Read Everyone Priority\system\macros User-defined macro files Everyone Priority\system\mail Files attached to s Everyone Priority\system\prep Compiled forms and reports Everyone Priority\system\reports Saved reports Everyone Priority\system\sched Accessory files for programs Everyone Priority\system\upgrades Results of software upgrades Everyone Priority\system\util Utility queries Read Everyone Priority\tmp Priority s temporary files Everyone Directory defined as Tabula Tmp in the tabula.ini file Priority s temporary files for local use 7/15

8 1.3 Installing a Client Note: In the case of clients at a remote site (not connected to the local area network), skip this section and go instead to Section 4. Minimum Requirements Requirements in regard to hardware and supporting systems depend on the edition of SQL Server on which Priority is being installed. Download the Priority: Hardware and Support Systems document from the Priority Documentation section of the Customer Area on the Priority web site, at: Installing Priority on SQL Server 1. Open Windows Explorer, enter the Tools menu and select Map Network Drive. A dialog box will appear, containing a drive identifier that will represent the Priority server on the local system (in the following instructions, we will use the identifier F). 2. Under Path:, enter the drive on which Priority is installed on the server, in the following manner: \\server\c (where server is the name of the server, and C is the drive identifier). 3. Flag the Reconnect at Logon option. 4. In the Windows Explorer, navigate to the F:\priority\client folder and double-click on the setup.exe file to start the installation process. 5. Enter the path of the directory in your computer where you want to install the Priority client. There must be at least 150 MB free in your drive. Administrating Permissions for Priority Files As with installation of the server, we recommend that you install Priority on clients using the NTFS file system, so that you can define appropriate permissions to the program files and thus prevent changes to these files from unauthorized users, or their deletion from the system. 8/15

9 Permissions that should be assigned to Priority files on client workstations:* User/User Group Directory Directory Contents Permission Everyone Priority\bin.95 Priority programs Everyone C:\Windows Needed to access tabula.ini and tabula.pri files Everyone Directory defined as Tabula Tmp in the tabula.ini file Priority s temporary files for local use * If you decide to change permissions, ensure that the following two options are selected: Replace Permissions on Existing Files Replace Permissions on Subdirectories Usually C:\tmp. Check each user s tabula.ini file (under the [Environment] section). 9/15

10 2. Installing Priority on Oracle 2.1 Installing the Server Minimum Requirements For hardware requirements, see the Priority: Hardware and Support Systems document (download available from the Priority Documentation section of the Customer Area on the Priority web site, at Installing the Oracle Server 1. Verify that your current Oracle version is or higher. 2. Use the Oracle DataBase Configuration Assistant to create a new database with the following parameter values: Name Value Template Transaction Processing Global Database Name pri SID pri Memory Typical, 70% Character Set Change as needed Connection Mode Dedicated Server Mode 3. Choose the option All Initialization Parameters. Change the following value: open_cursors = If needed, set a system variable that defines the character set used in Step 2. This can be done as follows: i. Choose StartRun ii. Type regedit and approve. In the Registry Editor open the key HKEY_LOCAL_MACHINE Software Oracle. iii. Set the value of key NLS_LANG to the character set wanted. 5. Obtain the Oracle password for user "sys". This will be needed during the installation of Oracle on clients and during the installation of Priority on the server. Note: The "sys" password is used when logging in to Priority as a superuser. Thus, it is important that you preserve this password and advise whoever will be using it. 6. Find the server s name in the Network Neighborhood (hereafter server ). 7. Select the local drive on the server on which Priority will be installed. This drive should have at least 500 Mbytes free (hereafter C: ). 10/15

11 8. On the disk in which the Priority tablespaces will be located (hereafter Q: ), you can create 3 new folders (hereafter Q:\priorasys, Q:\priorademo and Q:\prioratmp ). These folders should have at least 2G bytes free and have full permission for the SYSTEM account (see Step 13 in the following section). Installing Priority on Oracle Server From an Oracle client (for UNIX servers) or the Oracle server (if it is a Windows server), perform the following steps (the installation should take about one hour): 1. Enter the Customer Service Area on the Priority web site ( and select Installation Files. 2. Type in your address and password. 3. Select the type of system (i.e., American or Dual-Currency, as well as database) on which you work. 4. Download the Priority 17 Installation File. In the dialogue box that opens, click Save. 5. Choose the folder location on the server to which the file will be saved. 6. In the Windows Explorer, navigate to the folder containing the installation file and double-click on the file to start the installation process. 7. Click Setup and wait a few seconds while the installer "unpacks" the files needed to continue. 8. Click Install. 9. In the Priority Install window, designate the path of the directory that should be created for Priority the program files will be installed there. A default directory called Priority appears on the drive containing the most free space, but it may be moved to any drive that has at least 500 free megabytes. 10. Log on to Oracle with username sys, its password (as obtained in "Installing the Oracle Server," Step 5) and host string pri. 11. To install Priority on a database in which there is an existing installation of Priority, indicate an Installation ID for the new installation. 12. Under Priority Tablespaces Location, specify Q:\priorasys, Q:\priorademo and Q:\prioratmp, if defined (see "Installing the Oracle Server," Step 8). Otherwise, leave the default folders suggested by the installation. Running the Priority System 1. Double-click the Priority icon on your Desktop. A screen will open, asking you to enter your user name and password in order to enter the system. 2. Leave the user name tabula that appears on the screen, and use tabula as the password as well. Once you have entered the system, you can add users and change passwords. Completing the Installation To continue, see section /15

12 2.2 Installing a Client Note: In the case of clients at a remote site (not connected to the local area network), skip this section and go instead to Section 4. Minimum Requirements For hardware requirements, see the Priority: Hardware and Support Systems document (download available from the Priority Documentation section of the Customer Area on the Priority web site, at: Installing the Oracle Client 1. Install the Oracle 10 client. Choose Database Administrator during its installation. Note: You must install a 32 bit client. 2. Using Oracle Net Configuration Assistant, add a new service named prinet, which connects your client to the Oracle Server on Database SID pri. Test this connection by starting SQL*Plus with username sys, its password (obtained when installing the Oracle server) and host string prinet. 3. Map the local drive to \\server\c (obtained during Steps 6-7 of Installing the Oracle Server ), hereafter F. 4. If needed, set the system variable that defines the character set. See Installing the Oracle Server, Step 2. Installing Priority on the Oracle Client 9. Open Windows Explorer, enter the Tools menu and select Map Network Drive. A dialog box will appear, containing a drive identifier that will represent the Priority server on the local system (in the following instructions, we will use the identifier F). 10. Under Path:, enter the drive on which Priority is installed on the server, in the following manner: \\server\c (where server is the name of the server, and C is the drive identifier). 11. Flag the Reconnect at Logon option. 12. In the Windows Explorer, navigate to the F:\priority\client folder and double-click on the setup.exe file to start the installation process. 13. Enter the path of the directory in your computer where you want to install the Priority client. There must be at least 150 MB free in your drive. 14. Assign prinet as the Oracle Host String. Administrating Permissions for Priority Files As with installation of the server, we recommend that you install Priority on clients using the NTFS file system, so that you can define appropriate permissions to the program files and thus prevent changes to these files from unauthorized users, or their deletion from the system. 12/15

13 Permissions that should be assigned to Priority files on client workstations: * User/User Group Directory Directory Contents Permission Everyone Priority\bin.95 Priority programs Everyone C:\Windows Needed to access tabula.ini and tabula.pri files Everyone Directory defined as Tabula Tmp in the tabula.ini file Priority s temporary files for local use * If you decide to change permissions, ensure that the following two options are selected: a. Replace Permissions on Existing Files b. Replace Permissions on Subdirectories Usually C:\tmp. Check each user s tabula.ini file (under the [Environment] section). 13/15

14 3. Installing the Priority Lite Package & Priority on Outlook The Priority Lite server can be installed on either the Priority server or a Priority client. You can also install Priority Lite on an isolated server and/or restrict access to the internal network, for added security. Installation of Priority on Outlook requires prior installation of the Priority Lite Server, as well as a valid license for the BI module (if you do not have the proper license, contact Priority). For detailed installation instructions, see the Installing the Application Server (Lite/Rich) document (download available from the Priority Documentation section of the Customer Area on the Priority web site, at: 14/15

15 4. Working From a Remote Site Do not install Priority clients on a remote site (i.e., one not connected to the local area network). Instead, use one of the following options: Option 1 1. Install Windows 2008 Terminal Server. 2. Install Priority on the terminal server. 3. Move the Priority icon to the C:\Documents and Settings\All Users\Desktop folder. 4. Install the Windows 2008 Terminal Server Client on each remote workstation. Notes: The tabula.ini file is copied automatically to each user's directory on the terminal server. For further details, contact our Customer Support. Option 2 Have remote clients work in Priority's Rich interface or on tablets. For details, see the Installing the Application Server (Lite/Rich) document (download available from the Priority Documentation section of the Customer Area on the Priority web site, at: For hardware requirements and supporting systems, download the Priority: Hardware and Support Systems document from the Priority Documentation section of the Customer Area on the Priority web site. 15/15