Installation Guide. ARGUS Developer /1/2017 ARGUS Software An Altus Group Company

Transcription

1 ARGUS Developer /1/2017 ARGUS Software An Altus Group Company

2 Installation Guide for ARGUS Developer v8.0 11/1/2017 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.

3 Table of Contents Introduction... 2 ARGUS Developer v Purpose... 2 Further documentation about this product... 2 Getting Additional Assistance... 3 ARGUS Developer System Requirements... 4 Before you Begin... 4 System Requirements... 4 Supported Database Environments... 5 Permissions... 5 Security Zones... 6 Installing ARGUS Developer on a Workstation... 8 Workstation installation Database Wizard Changing to a Different Database Installing ARGUS Developer on a Network Setting up ARGUS Developer on a network server Important note about network connections Summary of installation tasks Client installation Upgrading ARGUS Developer on a server to a new version Upgrading your database to use with the latest version of ARGUS Developer Application hosting using a WAN Application hosting using Citrix or Terminal Services Compatibility with Citrix What is Citrix? Installing to a Linked Server Installing onto the main server running Citrix XP Standard hints Specific installation instructions for a Linked Server share Uninstalling ARGUS Developer... 25

4 Licensing Activation procedure Activation by Internet Activation by telephone Checking in a Licence Re-activating the licence on a different computer Changing the modules and/or number of users Resetting a licence Adding further licence options with combi licensing Using ARGUS Developer with combi licensing Logon to ARGUS Developer Logon Details My Account Logon Logon Settings Logon Settings window Developer Database Database Selection... 44

5 Introduction ARGUS Developer v8.0 ARGUS Developer allows the sophisticated modelling of your development project by using many options and features in the application, enabling a wide variety of methodologies to be employed as used in the global real estate market. Purpose This booklet is provided as an installation guide to enable you to get ARGUS Developer up and running on an individual PC or a network server. The Workstation application is a standalone installation of ARGUS Developer that does not require any server components to operate. All processing is performed on the PC, and the Workstation application can connect directly to a local SQL Compact database or a shared, centralized database. The installation, use and application of the software is subject to the Terms and Conditions set out in the licence agreement. Once the software is installed, the licence agreement can be found in the program installation folder. For further information about licensing, installation and use of the software, please contact ARGUS Software. See Getting Additional Assistance. Further documentation about this product Further documentation including this Installation Guide can be found in the ARGUS Developer>Region>[select relevant region] folder or downloadable from the ARGUS Software website. This includes the following documents: ARGUS Developer Release Notes version 8.0.pdf - Release Notes for this release ARGUSDeveloperInstallGuide.pdf - This installation guide in PDF format. Import Invoice Data.pdf - This guide details the file formats and process to Import actuals data into ARGUS Developer. Calculations Manual.pdf - This is a guide to the main calculation methods employed in ARGUS Developer. User Guide - A printable version of the context sensitive help system is downloadable from the ARGUS Software website ARGUS Software, Inc.

6 Getting Additional Assistance The ARGUS Support Team is available for questions throughout the day. Online Visit our support page at By telephone US/Canada: MyARGUS( ) Asia/Pacific/Singapore: Australia: Europe: +44 (0) All others please call: Please have your serial number ready when you call. This is located on the Help page of the Backstage tab. Hours of Operation Americas o o o 7:30am to 6:30pm GMT-6 Monday to Thursday 7:30am to 6:00pm GMT-6 Friday excluding USA public holidays Europe o o 9:00am to 5:30pm GMT Monday to Friday excluding UK public holidays Middle East/Africa: o 9:00am to 5:30pm GMT +8 Monday to Friday o excluding public holidays Asia/Pacific o o 9:00am to 5:30pm GMT+8 Monday to Friday excluding Singapore public holidays ARGUS Software, Inc.

7 ARGUS Developer System Requirements Before you Begin Before starting to install ARGUS Developer, please take a moment to make sure that you have fulfilled the following prerequisites. System Requirements The following represents minimal supported system requirements for use of ARGUS Developer v8.0. Client & Workstation PC Requirements Component Computer and Processor Memory Hard Disk Display Operating System Other Additional 1.5 gigahertz (GHz) processor or higher 2 gigabyte (GB) RAM or higher 500 megabytes (MB) 1024x768 Required Microsoft Windows 7 (32-bit or 64-bit), Microsoft Windows 8 (32bit or 64bit), Microsoft Windows 10 (32bit or 64bit) Installation of the Microsoft.NET Framework 4.0 or higher Export to PDF requires an accompanying reader such as Adobe Acrobat Reader. Some functions, such as Microsoft Excel Export and Import Requirement, require Microsoft Excel 2007 or higher. For the Excel Analysis Reports, require Microsoft Excel 2010 or higher. Application Server Requirements Component Required Recommended Processor Dual processors rated faster than 2.5 gigahertz (GHz) Quad processors rated faster than 3.0 GHz RAM Disk Operating System Other 4 gigabytes (GB) 8 GB NTFS file-system formatted partition with at least 3GB of free space with the operating system (O/S) installed Windows Server 2008 Std x86 or x64 Microsoft.NET Framework 4.0 Windows Server 2012 R2 Std x ARGUS Software, Inc.

8 Supported Database Environments Network or local (Please note for user to be able to connect to SQL Server, they need to be set up as users by the SQL Server administrator): MS SQL SERVER 2008 (Recommended) MS SQL SERVER 2008 R2 MS SQL SERVER 2012 MS SQL SERVER 2014 In addition, a shared or local installation of SQL SERVER Express equivalents of the above are also supported. However, the following limitations apply to SQL Express: o o o 10 GB database Single core processing 1 GB RAM It is recommended that, as a minimum, to use SQL SERVER Express if you have purchased the Snapshot module, to get optimal performance. Local only [During the installation process, if MS SQL Compact is not detected on the local PC, the configuration utility will install it] MS SQL Compact v3.5 service pack 2 Whilst it is possible to use MS SQL Compact If you are a single user and have the Snapshot module, ARGUS recommends you use SQL Server Express (freely available). Limitations with MS SQL Compact: subject to a database size limit of 4Gb which approximates to 500.wcfx files containing on average 5 phases based on a 5 year timescale can only be used by a single user (connection to other users not allowed) may have adverse performance when generating Snapshot module reports Snapshot module reports will not display any empty columns that contain all 0s Permissions Whether ARGUS Developer is installed on a single PC or a server with many workstations, you will need the appropriate permissions to allow the installation of the software in compliance with your organisation s IT policies. The following are the levels of permissions required: Local Administrator access rights to the individual PC/workstation Network Administrator access rights to configure servers Database Administrator administers any database systems held on your servers Application Administrator- Controls the set-up and configuration of ARGUS Developer ARGUS Software, Inc.

9 Administrator Type Action Local Network Database Application Network SQL Server install pre-requisite Local SQL Server install pre-requisite Install ARGUS Developer8 workstation Install ARGUS Developer8 network Database configuration utility Setting up ARGUS Developer v8 configuration Security Zones ARGUS Developer can be run from a local machine or local network (intranet). ARGUS Developer will not run from the internet, or another security zone. Security Zones are controlled through the Internet Explorer options dialog (or equivalent for other browsers). On some client sites, the necessary security settings are not in place and ARGUS Developer does not complete its installation. When this happens, the DLL registration utility, which is run automatically, reports an error message of the form ARGUS Developer can t be run from the internet. If this happens, please contact either your system administrator, or the ARGUS Support team, for assistance ARGUS Software, Inc.

10 Managing Windows Active Directory Whilst ARGUS endeavours to correct known issues, software is provided "as is" without warranty of any kind, express or implied. In no event shall ARGUS be held liable for any direct, indirect, incidental, special or consequential damages arising out of the use of or inability to use this software. ARGUS recommends that clients check new versions in a test environment before releasing to their users. ARGUS will provide test licences to all clients under support who wish to upgrade to the new version ARGUS Software, Inc.

11 Installing ARGUS Developer on a Workstation Note: Before you install ARGUS Developer, you must ensure that you have the appropriate Windows access rights to install new programs. Note: See your system administrator for details or read the user accounts section of Microsoft s documentation for your operating system if you are not sure. This section will guide you through the installation process. 1. Visit the ARGUS Developer download page at to download the installer. 2. Click ARGUS Developer Setup.exe icon (where the file was downloaded) to start the installation wizard. 3. The installation wizard will open and will guide you through the install procedure. Click Next to proceed. 4. If the Microsoft.NET Framework is not installed on your computer, the following message displays asking if you wish to install it (ensure you have the correct permissions) or decline. Once installed, run the installation wizard again. If you decline, the installation wizard is closed down and the software will not be installed ARGUS Software, Inc.

12 5. Region of Operation step allows you to select the appropriate region from the options presented here. Click Next to proceed. 6. Please read the End User Licence Agreement carefully before you proceed. The example shown above is for a European installation - you may see something different if you are installing a version for a different region. 7. If you accept the terms of the licence, check I accept the terms in the Licence Agreement then click Next to proceed ARGUS Software, Inc.

13 8. Setup Type step allows you to choose the type of installation that you require. Workstation installation select this option if you are installing the application for a stand-alone installation on a local PC, or for an installation that is used on a network server in a multi-user environment. Note: if you have an earlier version of ARGUS Developer prior to version 7.00, you will need to manually un-install the application [Control Panel > Program & Features > Uninstall. If you have 7.00 already, the installer wizard will ask you to un-install that version then re-run the installer and the latest version will be installed. Client Installation select this option if you are installing the application that will be used as a client in a multi-user environment where a workstation installation of the program is on a network server (see also Installing ARGUS Developer on a Network). Note: before you start installing any client machines, you must have already done a workstation installation on a network server - this is so that all clients can be mapped to the server installation. 9. Select the appropriate option from the list and click Next to proceed ARGUS Software, Inc.

14 Workstation installation If you choose to perform a workstation installation, the procedure is as follows. 1. Select the correct installation version based on your operating system 2. The Workstation Installation step prompts you to enter an installation folder for ARGUS Developer. The default set-up folder is: C:\Program Files(x86)\ARGUS Software\ARGUS Developer To install to a different location, click Browse and enter the new pathname. Note: The ARGUS installer needs to grant access rights to all users during a workstation installation to the folder C:\ProgramData\ARGUS Software to ensure that users without administrative permissions have write access to the shared data in this folder. If you are installing onto a network server enter the network and folder e.g. K:\ARGUS Developer. Click Next to proceed. The Ready to Install ARGUS Developer step gives the user the opportunity to: Click Install to begin the installation. Click Back to review or change any of your installation settings ARGUS Software, Inc.

15 Click Cancel to abandon the installation. The installation will commence, and the progress displays. When the installation has successfully completed, you will see the following message. 3. Click Finish to close the installation wizard ARGUS Software, Inc.

16 You should now proceed to activate ARGUS Developer. Please see Licence Activation for instructions on how to activate your licence. Next, the post-installation process referred to earlier in this section is automatically started. As the post-installer works through its separate tasks, an information bar is shown on screen, containing a description of the current process. Depending on the time taken to complete each task, the information bar may be displayed only briefly, or not at all. During the post-install process, you are asked if you would like to upgrade your Default Project Template or KPI Dashboard (formerly the Results Bar). If you are installing to any region other than North America, you will see an additional option for the upgrade of Stamp Duty / Land Transfer Tax templates. Note: If you have customized the default project template with changes to calculation assumptions and/or have links to a caveat file, these will be overwritten if you choose to upgrade the template. If you do not select any of the options, the upgrade will proceed without updating the templates. If you select any of the options, the appropriate templates will be overwritten. Click Next to proceed. The post-installation process will now run through to completion. Any obsolete files and folders that were automatically installed in earlier versions are moved to a folder called _Deleted. When the process has finished, you can either view these files and folders, or delete and move them to the Recycle Bin. Note that it may not be possible to move files and folders to the Recycle Bin if it has been disabled, or you are upgrading on a network. Note: The upgrade process will automatically check in the licence key. After the upgrade has been completed, you must check out the licence to be able to run the new version of Developer ARGUS Software, Inc.

17 Database Wizard SQL Compact is the database provided with ARGUS Developer 8.0 (installed same time as the application) and is designed for single user modelling. For multi-user systems, a database system such as SQL Server 2012 is recommended. Warning: SQL Server databases are usually set up and administered by an IT department. This requires a level of expertise and should not be attempted without previous experience. ARGUS Software does not provide technical support for the administration of these third-party products. The ARGUS Developer Configuration tool automatically runs following installation. 1. The ARGUS Developer Configuration tool wizard opens on the Welcome page and guides you through the database installation. Click Next to proceed. 2. The SQL Server Installation page gives you the option to use an existing SQL Server Compact database or SQL Server Instance. This page presents options for the database type: a. Local SQL Compact b. Another SQL Server Instance ARGUS Software, Inc.

18 3. Choose the appropriate icon and if no database upgrade is required the wizard closes and the following message displays. Changing to a Different Database To connect to a different database, open the ARGUS Developer Configuration tool from the ARGUS Backstage>Control Panel>Manage Database or launch it from the Configuration Utility folder located where the application has been installed. 1. Select AD 8.0 Database option then click Database Wizard to continue ARGUS Software, Inc.

19 2. For the SQL Server Instance, select your authentication by clicking Windows Authentication. Enter or select from the drop-down menus your Server, User ID, Password and Database. Click Next to continue. 3. The ARGUS Configuration Wizard has located your existing database and checked it for compatibility. Click Next to create your database. 4. The ARGUS Configuration Wizard gives you the following choices for your Database Script. Run the database scripts now Makes your database ready to use immediately Save the scripts so that I can run them later Saves your script so you can use your database later ARGUS Software, Inc.

20 After you have made your selection, click Next to run the database scripts. 5. The Executing Database Script page shows the progress of the operation, and once complete, displays the completion page ARGUS Software, Inc.

21 Installing ARGUS Developer on a Network This section provides additional information to set up ARGUS Developer for use in a client-server configuration over a network. This information is primarily aimed at network administrators. Setting up ARGUS Developer on a network server Users on networks can share the ARGUS Developer program. Once ARGUS Developer has been installed on the network, a workstation user can connect to the program using the client installation. Before you set up ARGUS Developer on a server, ensure the following: The network is operational, and you have read, write, create, modify and delete privileges for the network folders. Windows operating system version Vista/Windows 7/Windows 8 is installed on all workstations used to install and run ARGUS Developer (see ARGUS Developer System Requirements). The logical drive letter to which you are installing is available. Ensure all client PCs can access the installation drive and folder. Important note about network connections Network connections are specified with a logical drive letter, such as F. Universal Naming Convention (UNC) paths of the form \\servername\folder can be used to install ARGUS Developer. When performing the ARGUS Developer installation, if you are installing onto a network server use the Browse feature to locate the network drive letter and folder in which you want to install ARGUS Developer (for example W:\Program Files\ARGUS Software\ARGUSDeveloper). WARNING: It is NOT recommended that ARGUS Developer is installed on a network path which is part of a DFS (distributed file system), RFS (replicating file system) or a network path where VSS (Volume Snapshot Service) is active. In addition, volumes that a third party software (XStreemFS, Apache Helix, FineFS, ZFS to name but a few) provides the same or similar services are recommended NOT to be used. The product licences in such environment can and often will fail at irregular intervals. Summary of installation tasks Setting up ARGUS Developer in a network environment is a two-step process: Server installation - First, complete an installation of ARGUS Developer onto the server (see Workstation Installation for further details). Note that the licence must be activated from a client machine. Client installation - Then, set up each workstation for use as a client by running a client installation ARGUS Software, Inc.

22 Client installation Note: Before you begin, ensure that a workstation installation of ARGUS Developer has been set up on a network server. This is the server version of ARGUS Developer to which the client will connect. See Installing ARGUS Developer on a Network for further details of this procedure. If you choose to perform client installation, the procedure is as follows: 1. Follow the Installation wizard until you reach the Setup Type window, select Client Installation, and then click Next. You are prompted to enter details of an installation folder for ARGUS Developer. Use the Browse... to locate the filename and path of the ARGUS Developer program installed on the network server. Please ensure that all client machines that you set up share the same mapped drive letter and path to the server installation. Note: To be able to run budgeting reports with a network installation of ARGUS Developer, full trust needs to be granted to the network share on which ARGUS Developer is installed. If full trust is not granted to the network share, budgeting reports will not work. Full trust is assigned by the installer, or can be manually assigned using the CASPOL tool: caspol -m -pp off -ag 1.2 -url file:////mservername>/<sharename>/* FullTrust. More information about the CASPOL can be found on the Microsoft website. 2. Click Next to proceed. You are prompted to review and confirm the installation ARGUS Software, Inc.

23 3. To confirm the installation, click Install to proceed. The installation will commence, and the progress displays. When the installation has completed, you will see the following message. 4. Click Finish to close the installation wizard ARGUS Software, Inc.

24 To use the software you must activate the licence. It must be performed from a client machine (see Licence Activation). To do this, you only need to activate the licence only once - any future client installs you set up will then automatically be able to access the server installation. Upgrading ARGUS Developer on a server to a new version If you already have a copy of the ARGUS Developer program on your server and want to upgrade to a later version, you should first perform the following procedure: Before starting an upgrade, please ensure that the installation on the server is not running. Close down all client installations that are running. Take a backup of the ProgramData folder. If you have any custom Templates, take a backup of these before proceeding with the upgrade. Templates can be found in the Regions\<Your Region>\Templates folder. Upgrading your database to use with the latest version of ARGUS Developer Please ensure you have created a backup of your database before you upgrade to the latest release. Once you have upgraded your database you will not be able to connect with any previous versions of the application. After you have done this, you need to uninstall the software as described in Uninstalling ARGUS Developer then install the new version of the software as described Installing ARGUS Developer on a Network. Application hosting using a WAN With a WAN hosting set-up, the server is essentially used as a program and data store. ARGUS Developer is installed on the server, but all the processing runs on each client workstation. During use, the client workstations perform all the calculations. This means that for successful scalability, you will need a WAN with sufficient bandwidth to handle the demands of the software. ARGUS Developer will run when used with a WAN, but please bear in mind the following: Disclaimer: Although the application will run successfully in a WAN hosting environment, formal testing of the application in such an environment has not been undertaken. ARGUS Software can take no legal responsibility for any problems that arise from this use of the application. If issues arise that pertain to your WAN hosting environment, please refer to that third-party product s documentation or manufacturer for guidance. Application hosting using Citrix or Terminal Services With a Citrix or Terminal Services hosting set-up, all ARGUS Developer s processing runs on a server. During use, the client workstations just see a virtual desktop which looks like you are working on another workstation on which the calculations take place. To successfully scale if there are a number of users, you will need a server that has the memory and processing power to handle the demands of the software. Developer will run when used with Citrix or Terminal Services, but please bear in mind the following: Disclaimer: Although the application will run successfully in a Citrix/Terminal Services environment, formal testing of the application in such an environment has not been undertaken. ARGUS Software can take no legal responsibility for any problems that arise from this use of the application. If issues arise that pertain to your Citrix/Terminal Services environment, please refer to that third-party product s documentation or manufacturer for guidance ARGUS Software, Inc.

25 Compatibility with Citrix Because of the complexity of Citrix software and the variety and permutations of network types, ARGUS is unable to provide support for Citrix or networks. Support concerning the use of working programs for valuations and appraisals is unaffected by the configuration type. Developer is not certified to work under Citrix. However, many of our clients have installed and run ARGUS software using Citrix in two main configurations described in greater detail below. Creating and maintaining a Citrix network takes a reasonable level of expertise and should only be undertaken if you have previous experience. Citrix configurations are the responsibility of the client company. What is Citrix? Citrix software provides users with a means to manage their data and applications across departments, offices and worldwide sites. Although this can be achieved using more traditional network configurations, these networks may be restricted by the speed of the network links, especially where the client computer is communicating with a server in another office or country. The principle behind Citrix is that the computer processing is done remotely. The application program is housed on the Citrix server or an optional, linked server with a fast (normally local) connection with the Citrix server. Since all the thinking is done centrally, the client computer need only send user inputs to the Citrix server and view the results as they appear. The client computer is not involved in database updates or recalculations, and the speed and dependability of the link between the client computers and the central servers becomes less critical. Example: A person is using a client computer and changes some data in an input field. When they click into another input field, the client computer informs the Citrix server of the change. The Citrix or application servers then perform various calculations and the resulting picture of the screen is fed back to the client computer. This picture will show the end result of a calculation. Citrix software is normally installed on a server running Microsoft Windows 2000, R2 or R2 Server. The processing is run centrally and the application program may not be able to see or use hardware attached to the client computer such as local hard disks or printers. Citrix allows individual applications to be run locally, on the client computer, or remotely as described above ARGUS Software, Inc.

26 Installing to a Linked Server Install Developer onto a server linked to the Citrix server. Create a mapped drive on the Citrix server to the installation folder on the linked server. Then, run the client install on each Citrix server. Installing onto the main server running Citrix XP In this scenario ARGUS Developer is installed as a full installation on the Citrix Server. The application is then published to users via Citrix App directly from the Citrix Server. No client installation is needed. WARNING: this scenario is not recommended ARGUS Software, Inc.

27 Standard hints The hints below relate to both installation types: Use mapped drives for the client install; UNC paths will not work. Do not bury the application too deeply - try to avoid more than three mapped levels plus the devwin.exe application name. Avoid using long address names when mapping to the application. Spaces appearing in address names could potentially cause problems, although this is less likely with recent versions of operating systems. The client computers or Citrix server (depending on your configuration) must have read and write access to the installation folder. Specific installation instructions for a Linked Server share Follow the instructions as described in Installing ARGUS Developer on a Network, and use the following guidelines: In the %systemroot%\system32\usrlogn1.cmd file on the Citrix server, add a line to map a drive letter to the share on the Linked server. On the console of the MetaFrame server, map the same drive letter to the share on the Linked server. Put the Citrix server into install mode and install the application to the mapped drive folder, as described in the above PDF document. Go through the ARGUS Developer licensing procedure. For project file backup purposes, while still in install mode, change the default file save locations in Developer to a mapped drive on a share on a file server. This is done by opening Developer and going to File> Administration>System Configuration. Click the Data File Locations tab, and change the User Data Folder location to a drive that is backed up regularly. Put the server into execute mode. When publishing the application, manually type the mapped path to the devwin.exe executable in the ARGUS share ARGUS Software, Inc.

28 Uninstalling ARGUS Developer 1. To uninstall ARGUS Developer, click ARGUS Developer Setup.exe icon (where the file was downloaded to) to run the Uninstall wizard. Option: The uninstaller can be launched from the Windows Control Panel. 2. Click Next to start the process. You are prompted to specify whether you wish to uninstall the entire application, or specific components. 3. Select the appropriate option and click Next to proceed. Click Cancel if you wish to abort the uninstallation. If Custom is selected, the next step displays a list of the components that you check if you wish to keep, not delete ARGUS Software, Inc.

29 4. Click Next to continue. Confirm that you are ready to uninstall and click Next to run the process and display a progress window. 5. On completion of the uninstallation the following message displays. 6. Click Finish to close the uninstallation program. Note: The uninstall process does remove any existing ARGUS Developer data files, template files, stamp duty files or cost code files. Warning: If you want to uninstall a client, you must ensure that the client machine is disconnected from the network - this is a precaution to prevent you from accidentally uninstalling the installation on the server ARGUS Software, Inc.

30 Licensing A licence determines which program modules are active and how many users can access the program at any one time. Licences are effectively the keys used to activate the programs. They cannot be copied or hacked. Licences cannot be restored from backup. Corrupted licences cannot be recovered without the assistance of the ARGUS Support service. Licences can be administered automatically using the internet, or by telephone to the ARGUS Support service. To run ARGUS Developer, a licence must first be activated. Activation is a necessary stage that must be completed in order for ARGUS Developer to be used. The process takes just a few minutes, and can be done via telephone, or an Internet connection. Activation procedure When you run the program for the first time (by double-clicking on the ARGUS Developer icon on the Windows desktop), you are prompted to enter an activation code and serial number. If you do not have your activation code or serial number, please contact your ARGUS sales representative or the ARGUS Support line. Note: If you are setting up ARGUS Developer for use in a client-server configuration over a network, the licence should be activated from one of the client machines. When you launch the program, the following screen appears. 1. Type your company name into the Company Name field. 2. Type your Address and the Serial Number into the appropriate fields. Take care to enter these exactly as supplied by ARGUS Software. The serial number may be called Product Key in the correspondence you receive. 3. Select your region of operation from the Location drop down box. 4. Choose the type of activation you wish to use, by selecting either of the Activate through Internet or Activate by Phone options. 5. Now, proceed with the activation as described in Activation by Internet or Activation by telephone ARGUS Software, Inc.

31 Activation by Internet To use this activation method: Select Activate through Internet option. If you are not sure whether your PC is connected to the Internet, click Detect internet connection status link. If you are connected, a message similar to the following displays. If you are unable to connect to the Internet, you can choose to activate your licence by phone. See Activation by telephone for further details. Click OK to close the message. You are returned to the activation dialog. Click Next >> to proceed. A licence agreement will be displayed ARGUS Software, Inc.

32 Check I Agree box and click Next >> to activate your licence. You will receive a message to confirm that it has been successfully activated. Click Finish to complete the process. You can now proceed to use ARGUS Developer. Activation by telephone To use this activation method, select Activate by Phone option and call ARGUS Support ARGUS Software, Inc.

33 Click Next >> to proceed. Check I Agree box. Click Next >> to proceed. The following page will provide information that you will need to give to ARGUS Support to activate your licence (you may see a different layout and details here). a. To aid you in reading the Site Key, you can click?. b. This displays a small dialog which lists the Site Key in words - all you need to do is read this out to ARGUS Support ARGUS Software, Inc.

34 c. Click OK to close down this dialog. Click Next >> to proceed. You are prompted to type in an Authorisation Key. ARGUS Support will supply you with an authorisation key, which you must enter into the Authorisation Key box. This is a long string made up of letters and numbers, so take care when typing it in ARGUS Software, Inc.

35 Click Next >> to activate your licence. You will receive a message to confirm that it has been successfully activated. Click Finish to complete the process. You can now proceed to use ARGUS Developer. Checking in a Licence Checking in of a licence allows you to activate ARGUS Developer at another location to allow movement of licences between different locations. Open Licence.exe (located with the ARGUS Developer program files). Click Check In ARGUS Software, Inc.

36 This displays the licence check in dialog. Note: Make a note of all the information you see in this dialog - you will need it for reactivating your licence on the computer to which you are moving the ARGUS Developer licence. Do not lose this information. Select Check in through Internet option. Click Next >> (if you are unable to connect to the Internet, you can choose to check in your licence by phone - call ARGUS Support for guidance). If the check-in was successful, you will see the following message. Click Finish to close the dialog ARGUS Software, Inc.

37 When you are returned to the Licence Maintenance program, it will now show the program as unlicensed. If you have checked-in a licence in order to license a separate installation (such as on a laptop or a PC at a separate location), you will need to re-activate the licence on that other computer. Re-activating the licence on a different computer To re-activate the licence after you have checked it in, you will need to perform a new installation of ARGUS Developer on the computer that you wish to transfer the licence to. When you have performed the installation according to the instructions detailed in Workstation Installation, you will need to activate the software. To activate the software, follow the procedure as detailed in Licence Activation. Note: To successfully complete the activation process, you will need the Company Name, Address and Serial Number that you noted down when you checked-in your licence. When you go through the activation procedure, you are prompted to enter this information. Changing the modules and/or number of users Use this procedure to change the number of modules or users on your ARGUS Developer licence. Before you begin: Purchase the extra modules or licences from ARGUS Software. Contact ARGUS Support for the appropriate licence changes to be made. Once you have been advised by ARGUS that the extra modules or users have been added to your licence, you can proceed. Ensure that you have a functioning Internet connection. Also, ensure that all users are logged out. To check that all users are currently logged out, browse to your ARGUS Developer program folder (typically, this is C:\Program Files\ARGUS Software\ARGUSDeveloper) and locate the Licence.exe file ARGUS Software, Inc.

38 Double-click licence.exe file to open the licence maintenance program. a. If the Licence Maintenance program looks like this (with the Licence Is Currently in Use message displayed), click the Licence Is Currently in Use link to display the list of users. b. You will need to contact these users and get them to log out of the application. Close down the Licence Maintenance program. Once all users have logged out, you can proceed ARGUS Software, Inc.

39 Open the licence maintenance program again by double-clicking on the Licence.exe file. Click Refresh... to update your licence and add the new module(s) and/or users ARGUS Software, Inc.

40 Click Next >> to proceed. You are prompted with a summary of the changes to the licence. Click Finish to close down the screen. You should see the licence details change on the licence maintenance screen. In our example shown here, you will note that the number in the Max Users field has changed. Close down the licence maintenance program. You can now use ARGUS Developer with the new module and/or user options you have just enabled. Note: If you encounter any problems or errors when performing changes to your licence, contact ARGUS Support See Contact Details ARGUS Software, Inc.

41 Resetting a licence In some circumstances, it will be necessary to reset the licence. This may happen when the licence files on your computer or server have been damaged. A likely cause of damage is when a licence file is copied or restored from backup. You should reset a licence only when asked to do so by an ARGUS Support Analyst. After selecting the Reset command, the licence files will be removed from your computer and ARGUS Developer will no longer run. The Support Analyst will update the licence details for your account and you will then be able to check out the licence. When the licence has been checked out, ARGUS Developer can be started as usual. Adding further licence options with combi licensing Combi licensing allows you the ability to add extra licence options to your existing licence. This can give you a combination of different functionality for different users. For example, you may wish a user to have the use of all the modules, while you may wish another user to have access to only one or two of the ARGUS Developer modules. In addition to your standard licence, you can add up to 2 further licence options. Contact ARGUS Support for the appropriate licence changes to be made. Once you have been advised by ARGUS that the extra options have been added to your licence, you can proceed. Before you begin: Ensure that you have a functioning Internet connection. Also, ensure that all users are logged out. Browse to your ARGUS Developer program folder (typically, this is C:\ProgramFiles\ARGUS Software\ARGUS Developer) and locate the Licence.exe file. Double-click licence.exe file to open the licence maintenance program: ARGUS Software, Inc.

42 Click to add a new licence option. This creates a new tab (here marked as Option 1 Licence in this example). Click Activate... to activate this option. This allows you to activate the licence option in the usual way ARGUS Software, Inc.

43 Click Next >> to proceed. After successful activation, you should see a screen like the following. If you look at the licence maintenance program again, you will note that the new licence option has been successfully activated alongside the standard licence. You will note also that the words Combi Licence are displayed in the bottom right-hand corner ARGUS Software, Inc.

44 Using ARGUS Developer with combi licensing If you have purchased various ARGUS Developer module licences, you can create a combi-licence to allow a combination of those modules which can then be made available to certain users depending on their role in your organisation. When you start ARGUS Developer, it will automatically allocate the first available licence and you will land on the Projects browser of the backstage area. However, if you wish to choose another licence, go to the Control Panel>Licence Options and select from the drop-down an alternative licence. Select Help, to display the details of the licence currently in use. It is recommended that the licences that include many modules should be activated first and those licences with the fewest modules activated last. Note: If you encounter any problems or errors when performing changes to your licence, contact ARGUS Support (See Contact Details) ARGUS Software, Inc.

45 Logon to ARGUS Developer Once ARGUS Developer has been installed and license activated, you can use the application by double-clicking the ARGUS Developer icon or browse to the installation folder and double-click the devwin.exe to open the application and you will be asked to logon. Logon Details Username Enter your user name. Password Enter your user name. Password is case-sensitive and a maximum of 20 characters. Remember username and password Choose this option, and the system will auto-populate your username and password the next time you logon. Logon automatically Choose this option, and the system will automatically log you on the next time you open the program. Click the OK button and you will be taken to the Backstage Area ARGUS Software, Inc.

46 My Account The My Account section displays your user profile details and allows you to Logon/Logoff from the software and database or change your password. Logon Click Logon to open the Logon Details window. The default User Name is admin and the default Password is password. This permits access as a System Supervisor. In a multi-user installation, it is important to amend the default and set up unique user names, passwords, and group memberships in order to identify each user to the system when logging on. Logon Settings Click on Logon Setting, which allows you to specify a method to logon into ARGUS Developer. Logon Settings window You can select Use ARGUS Developer internal user name and password which is the internally-created username and password that are set up in the in the Users section, or using a logon method determined by using Microsoft s Active Directory. Note: The program will close if you change the primary logon method. You will need to restart and use the new logon method ARGUS Software, Inc.

47 Developer Database Once the ARGUS Developer software is installed, the configuration manager will run to allow the Database Administrator to create a connection string(s) to the relevant database(s) where all the data will be held for which the standard user can access. If multiple databases have been connected and configured, they are all displayed in Database Selection drop-down list. On selection, you will be asked to logon to that database. Database Selection Choose a database in the drop-down list. Confirm the correct database selection with your system administrator ARGUS Software, Inc.