Quick Start Workstation Upgrade and Installation Guide

Transcription

1 Quick Start Workstation Upgrade and Installation Guide ARGUS Enterprise /20/2017

2 ARGUS Enterprise ARGUS Enterprise /20/2017 Published by: ARGUS Software, Inc. 750 Town and Country Blvd Suite 800 Houston, TX Telephone (713) Facsimile (713) Information in this document is subject to change without notice and represents no commitment on the part of ARGUS Software, Inc. This document is copyright 2017, ARGUS Software, Inc. All rights reserved. This document is confidential and proprietary information of ARGUS Software, made available only under a license agreement and or other agreements containing obligations of confidentiality. "ARGUS" and ARGUS Enterprise are trademarks of ARGUS Software, Inc. All other trademarks and registered trademarks are property of their respective companies. Copyright 2017 ARGUS Software Inc Altus Group

3 ARGUS Enterprise Contents Introduction... 2 Before You Start... 2 Upgrading a Prior Version... 3 Checking in by Internet... 7 Checking In by Phone... 8 Installation Instructions Database Wizard Upgrading an Existing Database SQL Server Installation Options Upgrade an Existing Database Creating a New Database Report Deployment Wizard Deployment Types Deploy to Folder Licensing Database Maintenance Management Enhancements General Server Information Backup Database Naming Backup Folder Restore Database Backup List Summary Copyright 2017 ARGUS Software Inc Altus Group 1

4 Introduction ARGUS Enterprise The workstation application is a standalone installation of ARGUS Enterprise that does not require any server components to operate. All processes are performed locally on the PC. Before You Start The install must be performed using the end-user account, and the end-user of the application must have local administrator rights during the upgrade/installation process in order to install the new version and set up the database. An end user without administrator rights will be unable to complete the install or run the configuration utility. The installation will prompt for Administrator Credentials before the installation is actually performed (see installation section). An administrator can type credentials at that point as an alternative to granting local administrator rights to the end-user for the duration of the install. Add the end-user account to the Administrators Group. For more information on adding user accounts to a group, go to Microsoft Windows Help. Copyright 2017 ARGUS Software Inc Altus Group 2

5 Upgrading a Prior Version ARGUS Enterprise The following section provides an example of an upgrade from ARGUS Enterprise version 9.5 to ARGUS Enterprise Upgrades from previous versions will follow the same process. If this is a new installation, go to the section titled Installation Instructions. Note: The upgrade must be performed using the end-user account, and the end-user of the application must have local administrator rights in order to perform the configuration utility steps described in the remainder of this section. Add the user to the Administrators group on the PC. Log in as an administrator and start Computer Management. Copyright 2017 ARGUS Software Inc Altus Group 3

6 Add the end-user account to the Administrators Group. ARGUS Enterprise Open ARGUS Enterprise Configuration from the ARGUS Software\ARGUS Enterprise folder in the Start>All Programs menu. Copyright 2017 ARGUS Software Inc Altus Group 4

7 ARGUS Enterprise Click AE Database and make a note of the Server and the Database names. Important Note: The upgrade of a database to AE version 11.7 and subsequent versions from a pre-10.5 database will require a significantly longer time to accomplish than previous versions due to some underlying technical changes. Please expect upgrade times that may last up to several hours for very large databases. Ensure that you have a current backup before proceeding with an upgrade. Make a backup of the existing AE database. To do this, open your end-user profile folder and copy the.mdf and.ldf files to another location. Copyright 2017 ARGUS Software Inc Altus Group 5

8 ARGUS Enterprise De-activate the license. Click Licensing in ARGUS Enterprise 11.7 Configuration, and then click Check In Selected Licenses. Copyright 2017 ARGUS Software Inc Altus Group 6

9 Checking in by Internet ARGUS Enterprise Select Check in my licenses over the Internet. Click Next to continue. Click Finish to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 7

10 Checking In by Phone ARGUS Enterprise Refer to Steps 1-2 from the Checking in by Internet section above. Select Check in my licenses by telephone. Click Next to continue. Select your area from the Please tell us where you are located drop-down list. Click Next to continue or Cancel to stop this process. Copyright 2017 ARGUS Software Inc Altus Group 8

11 ARGUS Enterprise Call the software support number for your region. Be prepared to give Support your license key and site code. Type the authorization code where specified. Click Next to continue this process. Click Finish to complete this process. Copyright 2017 ARGUS Software Inc Altus Group 9

12 The license displays a Not Checked Out message. ARGUS Enterprise Copyright 2017 ARGUS Software Inc Altus Group 10

13 Installation Instructions ARGUS Enterprise Download ARGUS Enterprise from When prompted, Run or Save the installation program, AE_Setup.exe. Run: Choose Run to run the installation program if it is located on a local network. If you select this option, continue with Step 4. Save: Choose Save if the installation program is being downloaded from the ARGUS support site. Remember to note the file location for future reference. Navigate to the location of the installation program, and double click the file to launch the installer. Click Run. The installer launches automatically. Click Next to launch the Setup Wizard. Copyright 2017 ARGUS Software Inc Altus Group 11

14 ARGUS Enterprise The following window appears if.net has been installed. Click Accept to accept the license terms and proceed. Click Next to accept. Copyright 2017 ARGUS Software Inc Altus Group 12

15 ARGUS Enterprise Read and accept the license agreement. Click Next to continue. Click Workstation Installation to install the ARGUS Enterprise Workstation. Copyright 2017 ARGUS Software Inc Altus Group 13

16 Click Next to install to the default folder. ARGUS Enterprise Click Install to install the software. If Administrative rights were not granted to the user (as in the Before You Start section), you will be prompted at this point to type administration credentials. Copyright 2017 ARGUS Software Inc Altus Group 14

17 Click Finish to complete the ARGUS Enterprise Installation ARGUS Enterprise Database Wizard The ARGUS Database Configuration Wizard will appear automatically. If you would like to launch the wizard manually, select ARGUS Enterprise Configuration from the ARGUS Software\ARGUS Enterprise folder in the Start>All Programs menu. Upgrading an Existing Database If you are upgrading a previously created AE database, follow the instructions in this section. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 15

18 SQL Server Installation Options ARGUS Enterprise The Database Wizard offers two Installation Types. You can choose to use one of the following SQL Server Installations: Use Existing SQL Server Instance: Select this option if upgrading from AE 9.5 or an earlier version. Use Existing Local SQL Server Express LocalDB: Select this option if upgrading from versions after AE 9.5. Upgrade an Existing Database For the Upgrade and Workstation Installation, you will choose Use an Existing SQL Server Instance. Click Use an Existing SQL Server Instance. Result: The Upgrade Existing Database popup appears. Copyright 2017 ARGUS Software Inc Altus Group 16

19 Click Next to upgrade the existing database. ARGUS Enterprise Choose Run the database scripts now, and click Next. Result: Your database is created and updated. Copyright 2017 ARGUS Software Inc Altus Group 17

20 ARGUS Enterprise You may also have the choice to select: Help improve our products and services by sharing product usage information with ARGUS Software: This is optional; you may proceed with your upgrade even if you refuse to agree to share product usage data. However, sharing provides us with valuable information we can use to better serve our customers in the future. If the Recovery Warning window appears, select: Yes to stop the upgrade process, so that you can backup your database. No to allow the database upgrade process to continue. Note: If you select Yes then we recommend that you perform a transaction log backup before clicking Next. Click Finish to complete the upgrade of the existing database. Copyright 2017 ARGUS Software Inc Altus Group 18

21 ARGUS Enterprise Creating a New Database If you are creating a brand new database, follow the instructions in this section. Start from Step 2 in the section above. Type the names of the existing SQL server and new database, and click Next. Click Next to create the new database. Proceed to Steps 3 5 in the Upgrading an Existing Database section above. Copyright 2017 ARGUS Software Inc Altus Group 19

22 Report Deployment Wizard ARGUS Enterprise The ARGUS Enterprise Report Deployment Wizard starts automatically. If you would like to launch the wizard manually, select ARGUS Enterprise Configuration from the ARGUS Software\ARGUS Enterprise folder in the Start>All Programs menu, and then select Reporting>Deploy Reports. Click Next to continue. Result: The Deployment Type popup appears. Copyright 2017 ARGUS Software Inc Altus Group 20

23 Deployment Types ARGUS Enterprise The Report Deployment Wizard offers two Deployment Types. You can choose to deploy your reports to either: SSRS, an existing Microsoft SQL Server Reporting Services instance A folder on your machine or on a network Deploy to Folder For the Workstation Upgrade and Installation, you will deploy your reports to a folder on your local machine. Choose Deploy to Folder. Click Next. Copyright 2017 ARGUS Software Inc Altus Group 21

24 ARGUS Enterprise Change the Report Folder path from <CommonApplicationData>Argus Software\ARGUS Enterprise 9.5\Reports or whichever Report Folder path matches your version to <CommonApplicationData>Argus Software\ARGUS Enterprise \Reports. Click Next. Click Next to continue. Copyright 2017 ARGUS Software Inc Altus Group 22

25 Click Finish to complete this process. Result: The ARGUS Configuration Utility launches. ARGUS Enterprise Copyright 2017 ARGUS Software Inc Altus Group 23

26 ARGUS Enterprise If any warnings or error messages appear, click Click here to fix and the system will fix the issue. Copyright 2017 ARGUS Software Inc Altus Group 24

27 Licensing ARGUS Enterprise Start ARGUS Enterprise Configuration tool from the ARGUS Software\ARGUS Enterprise folder in the Start>All Programs menu. Select Licensing, and click Add New License. Type the license details, and click Next. Copyright 2017 ARGUS Software Inc Altus Group 25

28 ARGUS Enterprise Accept the Software License Agreement by clicking I accept the terms of the license agreement, and click Next. Select Check out my License over the Internet, and click Next. Copyright 2017 ARGUS Software Inc Altus Group 26

29 Click Finish to complete this process. ARGUS Enterprise Select the license in the Local Machine area, and click Set Named Users. Copyright 2017 ARGUS Software Inc Altus Group 27

30 ARGUS Enterprise Change the User Name to the user account that will be using ARGUS Enterprise. Click OK to apply your changes. Copyright 2017 ARGUS Software Inc Altus Group 28

31 Database Maintenance Management Enhancements ARGUS Enterprise Management options are located in the Configuration Utility. The user running should be an Argus administrator, as well as an administrator on the SQL Server because the management options will handle backups, restores, and running maintenance on the Argus database. General Server Information The initial screen of the Database Management module provides some basic information on the SQL Server as well as some basic backup information. This can be copied to the clipboard by using the Copy button provided to allow inclusion in any support requests. Copyright 2017 ARGUS Software Inc Altus Group 29

32 ARGUS Enterprise Backup Database Upon entering the backup dialogue, an initial integrity check is performed to protect against backing up data identified by SQL server as corrupt (e.g. the hard drive is failing and has corrupted the database). As this can take some time on larger databases, the option is given to bypass this check. A few enhancements to the backup process are provided to improve the user experience. Identify any users currently connected to the database to allow the administrator to request them to disconnect if they prefer to backup with no active sessions. Verify the backup upon completion. Retain a customized backup location as the default setting for the user. Click Management Configuration Screen>Backup. Choose backup directory. Leave the default directory to allow the backup to be saved to the default SQL server location. Otherwise, choose the directory selector and navigate to the folder. Click OK to proceed. Naming Entering the backup dialogue will provide defaults based on the server configuration, allowing quick proceeding with the backing up the database. This can be modified. However, we recommend using the default naming when possible. This naming provides a consistent naming convention that makes assistance with future review or support issues easier. The default naming convention currently used is: DatabaseName_SQLServerVersion_DateAndTimeOfBackup Copyright 2017 ARGUS Software Inc Altus Group 30

33 ARGUS Enterprise Backup Folder The current path chosen for the backup location is the default sql server backup location identified. However, if running a local sql server instance (such as workstation), the default SQL Server backup path can be overridden with a custom destination folder using the provided folder selector. Remote sql server instances do not provide this option, and the user should use the default sql server backup path location. Once the backup has completed, notice of completion and successful verification displays. Copyright 2017 ARGUS Software Inc Altus Group 31

34 ARGUS Enterprise Restore Database The restore option allows the user to restore the database to a previous backup without the need to run this manually in SQL Server Management Studio. This backup can be restored as a separate database or over the existing Argus installation. Click Management Configuration Screen>Restore. Choose Backup. By default, this will be populated with the current Argus database connection information. If previous backups have been performed on the database, a choice can be made on which one to restore. If a specific file is desired, select the Choose File option and press the file dialogue menu. Copyright 2017 ARGUS Software Inc Altus Group 32

35 ARGUS Enterprise Backup List The provided backup list is obtained by reading the stored backup history from SQL Server. If restoring a backup taken on another machine, SQL server will not have a history of this backup and the user must use the Choose File option. Remote Server Limitations This file dialogue option is not available when the user is working with a remote SQL server instance. To restore the database Copy the file to an accessible location on the remote server. Type the file path on the remote server in the Choose File text box. If restoring over the existing database, a prompt will be shown requesting confirmation before proceeding. Click Yes. Copyright 2017 ARGUS Software Inc Altus Group 33

36 ARGUS Enterprise Perform Maintenance Maintenance functions provide some optimization of the AE database by performing database related maintenance. This ensures the statistics used by SQL Server for efficient retrieval of data is up to date. This can take time to perform on large databases. Cancellation is allowed during the process. Click Management Configuration Screen>Cleanup. Wait for Maintenance To Complete. The maintenance can take some time to complete on larger databases, so a progress dialogue will be shown as it progresses. Option: To cancel, click Cancel. Summary Your Workstation installation of ARGUS Enterprise is now complete. You may now remove the user from the Admin group if desired. Copyright 2017 ARGUS Software Inc Altus Group 34