Curator Tool Installation Instructions

Transcription

1 Curator Tool Installation Instructions Release January 30, 2018 Please read this page before proceeding. A new release of the Curator Tool (v ) is available and can be downloaded at the GRIN Global downloads page: grin.gov/gringlobal/downloads/default.aspx The most notable enhancement in this release is a new accession_inventory_attachment wizard. Complete documentation for the wizard is online at: global.org/docs/gg_inventory_attachment_wizard.docx Certain report files were omitted in the build, but should have been included. A new build will be out shortly, but in the meantime a zip file containing these reports files must be downloaded and the.rpt files need to be installed on each user s PC. Directions for loading CT report files is online at: global.org/docs/gg_installing_ct_report_files.docx Release notes detailing the changes are included in the Appendix A and online at: global.org/docs/ct_release_notes.pdf To Install Network Security Requirements In organizations such as the USDA ARS, with Enterprise Active Directory (EAD) network security requirements, only someone who has Windows administrative elevated privileges should install the Curator Tool. In an EAD, a standard PC user who does not have the elevated Windows administrative privileges cannot serve as the admin and cannot install the CT. If any version of the Curator Tool has not been installed yet on the PC, refer to the directions at global.org/docs/gg_install_ct.pdf If you have been using the CT recently with the NPGS production database NPGSWEB, there will be no need to update your lookup tables (since the database is not being updated). Please contact feedback@ars grin.gov for assistance or if you have any questions. gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 1

2 Follow the detailed steps below. Note: some security packages, such as Symantec, may hiccup (see the detailed instructions below). Installation Steps (with Screens) Since each browser behaves slightly differently, the following documentation has directions pertinent to the respective browser: Microsoft s Explorer / Edge Firefox Chrome Explorer (Browser) 1. Close the Curator Tool if open. 2. Download the CT installer file from grin.gov/gringlobal/downloads/default.aspx 3. Click Run Follow the remaining installation directions see Remaining Installation Directions gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 2

3 Firefox (Browser) 1. Close the Curator Tool if open. 2. Download the CT installer file from grin.gov/gringlobal/downloads/default.aspx 3. Click Save File 4. (1) Click the Download icon; (2); click the file: Follow the remaining installation directions see Remaining Installation Directions gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 3

4 Chrome (Browser) 1. Close the Curator Tool if open. 2. Download the CT installer file from grin.gov/gringlobal/downloads/default.aspx 3. Click Download here In Chrome, click the filename at the bottom left of the screen. Just click on the filename: Follow the remaining installation directions see Remaining Installation Directions gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 4

5 Continuation of the Installation Directions Depending on the security package on your PC, you will need go though some screens in order to proceed. If click on More Info; then click Run Anyway If Symantec is installed click Allow this file gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 5

6 Proceed with the installation windows click Next or Install when prompted Depending on the CT release already on your PC, you may see the following window. Select: Remove Next Remove When this is the case, you will need to start the installation process again. Reboot. Log in, still using the RS elevated privileges account. Still under that same elevated account, launch the GRIN Global Curator Tool (CT) however, the person with the RS elevated Windows account in many cases will not have a CT account. (In that case, in order to launch the CT, use a valid GRIN Global user account.) After the CT window displays, select Help Make database accessible to all users gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 6

7 Still logged in Windows with the same elevated privileges account (the person who installed the CT), change the security privileges for a specific folder (C:\ProgramData\GRIN Global) In Windows Explorer ( File Explorer in Windows 10), and ensure that folder is modifiable by the Users group (as illustrated on the next page). (This C:\ProgramData\GRIN Global folder and subfolders are created when the CT user initially starts running the CT (not when it is installed).) gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 7

8 That s it. Reboot. Have the Curator Tool user log into Windows with his/her real Windows/Network ID. That person should then use his or her Curator Tool User account and start up the CT. The user s name should be listed in the top left Show Lists from dropdown. The user s password may have expired if he hasn t used the CT in some time; in that case he should contact the organization s GRIN Global Administrator (in NPGS, contact Quinn Sinnott). gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 8

9 Appendix A: Release Notes Curator Tool version Released 2017 November 15 Added two new wizards: o Viability Wizard for automating the data entry and posting of final results for viability testing (documentation) o Inventory Attachment Wizard for batch processing of attachments (documentation) Enhanced the Order Wizard to: o properly sort order items for mixed text fields (such as an accession number that has a mixture of numbers and letters) o populate values in the order item for these columns: web_order_request, inventory_number_part1, inventory_number_part2, inventory_number_part3, inventory_maint_policy_id, distribution_default_quantity, taxonomy_species_id, taxonomy_genus_id o properly search for orders even when the user s site has no active cooperators Fixed an Order Wizard bug that would not properly create a new cooperator when the street address of the web cooperator ship to was different from the web user s default street address Modified the CT to manage the local Lookup Tables using any version of SQL Server (all Express and non Express versions of SQL Server). (SQL Server Express was required for all prior CT versions; SQL Server Express is still installed in a new installation of this CT version, but this will be the last version to do so. In future CT versions, if SQL is already installed on the CT, a new CT installation will not install SQL Express.) Enhanced the wizards keyboard processing to process keyboard shortcuts consistently Enhanced the CT to process the drag and drop functionality in the Curator Tool TreeView for non image file type attachments (such as PDFs) Enhanced the window s title bar for all Curator Tool Forms, Wizards, and Apps to display the version number of that Form/Wizard/App instead of displaying the Curator Tool (CT) version number. (Users running multiple Wizards will now be able to identify the wizard version in the window s title bar.) Added new CT TreeView icons (displayed in the left List Panel) gg_install_ct_1_9_8_14_directions_2018jan30.docx Page 9