I N S T A L L M E R L I N ON A U S E R S C O M P U T E R
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1 System Administrator s How to... I N S T A L L M E R L I N ON A U S E R S C O M P U T E R Merlin can be installed on PCs and on servers for use on terminals. It can be accessed through a dedicated Merlin icon or through the Program menu of your operating system. It is recommended that only a User with a good level of computer literacy or a System Administrator should attempt to install Merlin for the first time. Please note, these instructions are for Merlin version 104 onwards. New PCs bought since January 2010 should have the relevant Microsoft patches on (eg Microsoft Dot Net 3.5 +) that are required to run Merlin, but older PCs may not. If you are unsure, contact your System Administrator or Merlin support. Installing Standard Merlin The Merlin installation file should be placed on your server when you go live. The location of your Merlin install file is here If the file can still not be located, try entering the following link into your internet explorer browser: A File Download dialogue box displays with the option to Run, Save or Cancel. Use Save to download the file to your PC. On selection of Save, another dialogue displays to enter and confirm the location for the saved file. Select Save to complete the process. (Continued on page 2) 2012 Copyright Merlin Business Software Ltd.
2 Page 2 Release 117 (Continued from page 1) Running the File Once the file has finished downloading, or you have found the stored file on your server, double click the filename to run the Merlin Business Software Setup Wizard. The Merlin Installation routine displays. Select Next to continue. A dialogue box displays to enter/confirm the location for the Merlin software. This is usually c:\mbs. ***DO NOT CHANGE THE LOCATION*** Everyone is selected by default. Ensure Everyone is selected else Users will experience problems. Select Next to continue. (Continued on page 3) For licensed users only. Not for general distribution.
3 Release 117 Page 3 (Continued from page 2) Select Next on the Confirm Installation stage to start the installation. A progress bar on the Installing MBS stage indicates the level of installation completion. When the installation is complete, the dialogue box is updated. Select Close. (Continued on page 4) 2012 Copyright Merlin Business Software Ltd.
4 Page 4 Release 117 (Continued from page 3) Use Windows Explorer or My Computer and move to the location of the Merlin Business Software, eg c:\mbs. Find the file menu.exe and right-click to display a context-sensitive menu. Using the option to send a shortcut to the desktop, create a Merlin shortcut from the desktop to the current location and file. Go to the desktop and right click on the Merlin Icon to display a context-sensitive menu. Select Rename and change the name from Merlin to Merlin LIVE. Display the context-sensitive menu again and select Properties. On display of the Properties dialogue box, change the properties of the Icon to: Target: eg Start in: Eg: \pathname\menu.exe /dsn=mbs01post c:\mbs\menu.exe /dsn=mbs01post \pathname \mbs Select Apply and then OK. (Continued on page 5) For licensed users only. Not for general distribution.
5 Release 117 Page 5 (Continued from page 4) Select the Merlin icon on the desktop with a double-click of the mouse. The Merlin application logon dialogue appears with the cursor presented in the User Number field. If a connection error displays, select OK then use the F12 key to trigger a dialogue box for the IP address of the server (this applies to 32 and 64 bit machines). Enter the IP address of the Merlin Server. If not known, ask the System Administrator or Merlin Support for assistance. Select OK. It will now setup the DSNs required to run Merlin. Select Yes. Select Yes again. Select Yes again. The Merlin application logon dialogue reappears. But before you enjoy the Merlin Business Suite, a report viewer needs to be installed. (Continued on page 6) 2012 Copyright Merlin Business Software Ltd.
6 Page 6 Release 117 (Continued from page 5) Installing Crystal Reports. In order to view reports created through Crystal Reports, the following utility needs to be processed. Locate and double click the file crystal.msi. The following dialogue box displays: Use Run to begin the installation wizard. The Crystal Reports wizard routine displays. Select Next to continue. The Installation routine displays. Everyone is selected by default, Ensure Everyone is selected else Users will experience problems. Select Next to continue. (Continued on page 7) For licensed users only. Not for general distribution.
7 Release 117 Page 7 (Continued from page 6) Select Next on the Confirm Installation stage to start the installation. A progress bar on the Installing CRXIR2Setup stage indicates the level of installation completion. When the installation is complete, the dialogue box is updated. Select Close. (Continued on page 8) 2012 Copyright Merlin Business Software Ltd.
8 Page 8 Release 117 (Continued from page 7) Installing a Training System. Use Windows Explorer or My Computer to move to the hard disk root directory, eg c:\. Locate a folder called mbs. MBS is the live system. Right click on this folder to display a context-sensitive menu and select Copy. Move the cursor off to a white space and paste (using the context-sensitive menu) into the root directory to create a copy. Select the copied mbs and use the context-sensitive menu to rename the folder to mbstrain. Move into the c:\mbstrain folder and find the file menu.exe. Right-click to display a context-sensitive menu. Using the option to send a shortcut to the desktop, create another Merlin shortcut from the desktop to the current location and file. Go to the desktop and right click on the Merlin Icon to display a context-sensitive menu. Select Rename and change the name from Merlin to Merlin TRAIN. Display the context-sensitive menu again and select Properties. On display of the Properties dialogue box, change the properties of the Icon to: Target: eg Start in: eg: \pathname\menu.exe /dsn=mbstrainpost c:\mbstrain\menu.exe /dsn=mbstrainpost \pathname \mbstrain Click Apply and then OK. (Continued on page 9) For licensed users only. Not for general distribution.
9 Release 117 Page 9 (Continued from page 8) Use the newly rename Merlin Train application icon to start the Merlin Train system. Log on and check the title bar reads ****TRAINING **** or *TRAIN*. (The background may also indicate it is the training system.) /Fax Installation If the terminal or PC is part of a domain, the following process will need to be followed to initiate connection to the and fax facility within Merlin. Select (Windows) Start. Select Run and enter CMD in the entry field. Select OK. The operating system window displays. Enter cd \mbs to move into the mbs folder in the root directory. (Continued on page 10) 2012 Copyright Merlin Business Software Ltd.
10 Page 10 Release 117 (Continued from page 9) Enter faxinstall and press return to install the fax application. When the prompt is returned, enter exit and press return. If the terminal or PC is not on a terminal server or part of a domain respectively, then enter the Merlin user number after the faxinstall, eg faxinstall 10. For licensed users only. Not for general distribution. Document Control Document ID: 0386 Document Version: 03 Last Updated: 18 Oct 2012 Planned Review: 18 Oct 2013
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