Relius Administration Version 16.0 (and higher) Component Installation and Configuration. July 6, 2011

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1 Relius Administration Version 16.0 (and higher) Component Installation and Configuration July 6, 2011

2 Table Of Content Section Subject 1 Overview 2 Preliminary Steps 3 Installing the Oracle Client 4 Installing SQL Server Express Installing Crystal Reports Licensing Crystal & Verifying Connectivity Appendix A Appendix B Appendix C Windows 7 / Vista / 2008 Considerations Installing from a Network Resource Setting Up Windows Server 2008 for Relius Web Attention Technology Consultants! If you are unfamiliar with the end-user specific Relius implementation and environment (or if your systems have a relatively large or complex configuration such as WAN, Web, or VRU), please contact Relius Technology at (800) , Option 3, before proceeding. Relius Technology can arrange a brief conference call to provide important details regarding each user s unique operational environment and details regarding the Relius installation and upgrade process. This will help ensure your deployment efforts are successful and efficient. We can also schedule priority telephone support during or after business hours to maximize the time you spend on any Relius project. It is important to note that failure to fully meet the prescribed hardware requirements, deployment methods, or closely follow the installation documents and upgrade steps could result in installation problems, unnecessary downtime, and possible end-user data loss.

3 1 Overview Please read the entire document before beginning. This document covers the installation of third-party components used with Relius Administration 16.0 and higher. If you are unclear about this installation, please contact Relius Technology Support at , option 3. Scope The installation of Relius Administration 16.0 is divided into three parts: database, component, and workstation installations. This document covers the component installation. Both upgrades and new installations must follow the procedures detailed herein for a successful implementation of Relius Administration The component installation is available on DVD. This DVD must be installed before Relius Administration Do not install this DVD until you have downloaded RA 16.0 and are ready to install it. This DVD supersedes previous Component installations. Once the components are in place, the RA 16.0 workstation installation can then be run. The Component installation must be run on Relius Administration workstations (including Terminal Servers and Agent Machines), Web Servers, and Voice Response Units, where applicable. It will not run on your database server. Disk Format Because of the limitations of space on data CDs, the Relius Administration Components are now delivered on a data DVD. If your optical drive only has the CD logos on it, you may not have a DVD drive available on your system. Example of CD logos: Example of DVD logos:

4 Another way to verify is by opening Windows Explorer and checking the type of optical drive you have (eject whatever disk may be loaded). If DVD is not specifically in the name of the drive, you may not have a DVD drive. The picture below indicates a CD drive, not a DVD drive. System Requirements The Component DVD will not install to systems that do not meet the minimum requirements, detailed on our web site ( Systems that fall between the minimum and recommended standards will receive a warning message, stating that clients should consider upgrading soon. Units that meet or exceed the recommended standards will not receive any notices. Process The installation of Relius Administration 16.0 involves the following basic procedures: 1) Read and understand this document and the accompanying Relius Administration 16.0 Update document. 2) Ensure your database has been properly exported and backed up. Personal Oracle systems must have their database setup and running at Personal Oracle 11g prior to installing the Component DVD. 3) Install Personal Oracle 11g (for standalone systems). Standalone systems that do not yet have Personal Oracle installed before the Component DVD will be configured for a networked database. Recovering from this scenario is time-consuming and usually requires the assistance of Relius Technology Support. 4) Install the Relius Administration Component DVD. (This installation.) 5) Install Relius Administration 16.0, running update scripts against database if necessary.

5 6) Set up additional workstations (if necessary). Windows Server 2008 for Relius Web Clients wishing to set up their Relius Web server on Windows Server 2008 are encouraged to consult Appendix C of this document before proceeding.

6 2 Preliminary Steps In most cases where an update of an existing Relius Administration workstation is performed and Windows Update is regularly run, many of these components will already be properly installed and not updated by this process. Pre-installation Notes: a) This installation is valid for Windows XP (Home and Pro), Windows Vista (all editions), Windows Server 2003 (for VRU, Web, or Terminal Services) Windows 7 (all editions), and Windows Server 2008 R2 (for Web or Terminal Services). Windows 2000 is no longer supported. All references to Windows, unless otherwise noted, are also valid for the above named operating systems. Special Note for clients licensed by SunGard Relius to run Relius Administration on Windows Server with Terminal Services: The installation must be installed at the server console as the Administrator, not remotely connected using client software, and the installation must be run through the Add/Remove Programs feature in Control Panel. b) Windows 7 is now supported by SunGard Relius. For more information, visit Click the Windows Vista link on the login page. Many new features and enhancements to Microsoft Windows have been included in these new operating systems that can make the installation process more difficult. A new document (Windows 7 & Vista Considerations) has been generated for added information. Please review it as a handy reference when installing Relius products supported on Vista. c) Relius Administration is now supported on x64 systems for workstations, Terminal Servers, Web systems, and agent machines. Voice Response is not supported. Database Servers are currently supported on x64 systems on a case-bycase basis. d) The installation process takes approximately 1 hour to complete, depending on the number of components being installed and the speed of your workstation. For example, if the Oracle client is already installed on a Windows XP workstation where Microsoft.NET is up-to-date, the Oracle client and.net installations should be skipped, saving a considerable amount of time. e) Temporarily disable screen savers during the installation. f) Many support files will be installed to the System directory, normally C:\WINDOWS\SYSTEM32.

7 g) Removing or disabling your default C$ share may cause the Oracle Client installation to fail. Temporarily restore the share before proceeding. h) Review the Relius Administration 16.0 system requirements located on our web site ( Do not proceed with the update if your environment does not meet the minimum system requirements. i) Any components that are already installed and properly configured on your system will be skipped during this procedure. j) The Windows Administrator (or a user with equivalent local Administrator rights) must run the installation. k) This installation assumes that it will be run from a local DVD drive. Before running the installation from a network resource, please read Appendix B. 2.1 Temporarily disable all virus protection. Some editions of Norton Internet Security have generated False Positive results when installing Relius Administration products. If you are running Norton Internet Security, it is imperative that you temporarily disable it while running Relius installations. 2.2 Standalone systems require the Personal Oracle 11g database be installed prior to the Component DVD. Failure to install Personal Oracle before the Components will result in the Oracle Client being installed. Systems using networked databases require the Oracle 11g Client, which will be installed and configured with this installation. 2.3 Close any open programs that may access your Relius Administration system. 2.4 Insert the Relius Administration Component DVD for Workstations into your DVD- ROM drive. Click Start, then Run and type D:\Setup.exe in the command box (where D: is your DVD-ROM drive), then click OK. Terminal Server systems must use the Add/Remove Programs feature in Control panel. 2.5 If your system does not have Windows Installer 4.5 or higher already configured, it will begin as the first component. Prior to checking for many installation prerequisites, Windows Installer and Microsoft.NET 3.5 SP1 must be installed and configured.

8 2.6 Next Microsoft.NET 3.5 SP1 will install if not already present. 2.7 Select the radio button that states you agree to the End-User License Agreement and click Install.

9 2.8 A progress bar will display on your screen. This process can be lengthy. Do not interrupt it. 2.9 When.NET is fully installed and configured, click Exit. The main installation will begin.

10 2.10 If your system does not meet the recommended hardware standards, you will receive a message encouraging you to upgrade or replace your equipment in the near future. Systems that fall short of the minimum hardware standards will not allow the installation to continue At the Welcome screen, click Next.

11 2.12 A preliminary set of files will be copied to your system If necessary, Microsoft Data Access Components 2.8 will install. When the MDAC installation is complete (or upon reboot if necessary), a DOS screen will briefly appear. This is normal and expected On some systems, such as Web and VRU, if Internet Information Services, Microsoft Distributed Transaction Coordinator, and Edify Electronic Workforce are running, they will be stopped during the Component Installation.

12 3 Installing the Oracle Client 3.1 If an earlier version of Oracle is installed, it will first be removed. 3.2 You will be prompted for the location of the Oracle Client. Only the local hard drives with enough space will be displayed. If only one drive with enough free space exists, this screen will not appear.

13 3.3 You will be prompted to launch the Oracle 11g Client Installation. Click Run. 3.4 The Oracle Client will begin installing automatically. There is no indication when the installation is finished until the banner shown below disappears. On slower systems, this component may take up to 20 minutes. Do not interrupt the process. 3.5 If prompted by a Windows Security Alert, choose Allow or Unblock. This screen may present itself in the background. Use the <ALT> + <Tab> key combination or click the flashing item on your taskbar to switch to this window.

14 3.6 New installations will be prompted for the IP address of your Oracle Database Server. Enter the IP address (or server name if DNS/WINS is configured on your network) provided by your Oracle System Administrator or Network Administrator and click Next. Existing systems will have their connection information copied from the old version to the new, and this step will be skipped.

15 4 Installing SQL Server Express 2005 Most existing Relius Administration systems will have SQL Server Express 2005 already installed. In that case, it will be updated through Microsoft Windows Update. This Section does not apply to Web or VRU servers. 4.1 New systems will be given the option to install or skip Microsoft SQL Server Express 2005 on systems where it is not already installed. This database program is used for importing and exporting of plan-specific data within Relius Administration. It is not necessary for all computers, but any systems that do not have it will not be able to import or export plan data. 4.2 If you chose to install SQL Express, you will be prompted for the location if more than one local drive with enough space exists.

16 4.3 Microsoft SQL Express will then install. Systems with MSSQL 2000 will have SQL Express installed as well. MSSQL will not be uninstalled, in case clients use it for other purposes. 4.4 SQL Distributed Management Objects (SQL DMO) will install.

17 5 Installing Crystal Reports 2008 The Crystal Report Writer (version 2008, Service Pack 3) will be the final component installed. If your system has an earlier version of Crystal Reports (such as version 8.5 or 10.0 supplied by SunGard Relius for use with earlier versions of Relius Administration), those versions will remain intact and will function without error despite the presence of version This Section does not apply to Web or VRU servers. 5.1 If an earlier version of Crystal 2008 is present (prior to SP3), it will first be removed. 5.2 You will be prompted for the location of Crystal Reports 2008 if more than one local drive with enough space is on your system.

18 5.3 Crystal Reports can take several minutes. Do not interrupt the process. The status screen can sometimes appear in the background. Click the flashing item on your taskbar or use the <ALT> + <Tab> key combination to switch to that window. Note: The time indicated on the status window can be misleading. 5.4 When the installation has finished, a final check will be completed to ensure all components are properly installed and configured. When that has returned successfully, you will see the screen below.

19 5.5 If prompted to restart, be sure Yes, I want to restart my computer now is selected, and click Finish. Leave the Component DVD in the drive until after you have completely restarted the computer and logged back on. This is to ensure any components that required a restart have finished installing and configuring. Upon logging in after rebooting, some users may encounter the following message. This has been duplicated when installed to systems running selected editions of Symantec Anti-Virus or on varying editions of Windows XP. Click OK. This is a one-time error, can be ignored, and it should no longer appear.

20 6 Licensing Crystal & Verifying Connectivity If you have not licensed Crystal Report Writer on your systems, SunGard Relius recommends verifying entering that licensing information. 6.1 Open Crystal Reports. Click Start Programs Crystal Reports Crystal Reports The first time a user opens the program, user-specific configuration and files will be generated. 6.2 If the program has not been registered, you will be prompted to do so. Click Next.

21 6.3 Select I am a registered member then enter the Registration Number of and click Finish. 6.4 The Crystal registration should be complete. Click OK. At that point, you should see the Crystal startup screen. 6.5 You are now ready to download and install Relius Administration Repeat the process of installing the Relius Components on each workstation, beginning with Step 2.1.

22 Appendix A Windows 7 / Vista / 2008 Considerations Because of the vast differences from traditional operating systems now placed in Windows 7, Vista, and 2008, many configuration and operational functions will perform differently. These differences are beyond the control of SunGard Relius. However, SunGard Relius has made every effort to adapt our products to accommodate wherever possible. Other areas require new settings or additional understanding. It is in this vein that a new document has been created, Windows 7, Vista, 2008 Considerations. This document is an ongoing working copy to assist clients in overcoming their day-to-day difficulties that relate to our products running on the newer versions of Windows. Please visit our web site for the latest edition. The document can be found here. ftp://ftp.corbel.com//quantech/ratechnology/documents/win72008info.pdf

23 Appendix B Installing from a Network Resource The Relius Administration Component DVD can now be installed from a network resource. Due to the size of the component installation, and the possible lack of DVD drives on existing systems, SunGard Relius recognizes the need to install from a shared network drive. However, the following steps must be taken to ensure a smooth installation. B.1 Copy the entire DVD to a separate folder on your file server (e.g., RA16Comp). B.2 On the file server, create a share and allow the necessary users to access the folder and all its files. Rights to Write and Full Control are not necessary. B.3 From the workstation within Windows Explorer, click Tools Map Network Drive. Enter the information accordingly. Be sure the user has the ability to reconnect whenever logging back on. This share must be map-rooted (setup.exe at the root of the network drive letter), or the installation will fail. B.4 Run the installation from the newly mapped drive as if it were a DVD drive. B.5 When the installation is complete and all necessary components are installed, the mapped drive can be disconnected.

24 Appendix C Setting Up Windows Server 2008 for Relius Web For Web systems running on Windows Server 2008 and 2008 R2, a special authentication will need to take place before installing and setting up Relius Administration Web. Failure to follow these steps closely will result in errors in the configuration of Relius Web sites. C.1 Internet Information Services (IIS) must first be installed and configured. If IIS is not already assigned, follow these steps: Log on as a user with local administrative privileges. Open Windows Server Manager. Install the IIS Role, including IIS 6 (restart will be required). Ensure that the Microsoft.NET Role Service is assigned as a component in the IIS Role. Install the Relius Admin 16.0 Components C.2 Open Server Manager (Start Programs Administrative Tools Server Manager). C.3 If the system is not established with Web Server (IIS) as a role, add that role now. C.4 Ensure that the IIS role includes IIS6 Management Compatibility (and all its subsets) installed. C.5 Open the IIS Manager console by either browsing the tree of server roles or Start Programs Administrative Tools Internet Information Services (IIS) Manager. C.6 Select the local host in the Connections pane. This will open the IIS Home configuration page. C.7 Double-click Authentication. C.8 If ASP.NET Impersonation is disabled, right-click it and enable it. C.9 After it is enabled, right-click ASP.NET Impersonation and click Edit C.10 Choose Specific User, then Set, and enter a user name with Administrative privileges. You will also need the password for this user. Note: if the password ever changes for this user, these steps will have to be repeated. C.11 Click OK and close IIS Manager. C.12 Once this setting is complete, run the Relius Administration Component and Web installations as that authenticated user above according to the installation and configuration instructions. The settings will propagate to the web sites that will henceforth be created.

25 To prepare a Windows Server 2003 system for VRU, please consult the document, Edify Voice Interactive Platform (EVIP) 10.0 Voice Response Unit Initial Preparation and Configuration. Visit our web site to download the latest copy.

26 Disclaimers and Copyright Notices Copyright SunGard. All rights reserved. This document and the software it describes may not be reproduced, in whole or in part, in any form whatsoever without the written permission of SunGard. All other products and product names mentioned herein are the copyright of their respective company(ies). This document is provided as is without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document could include technical inaccuracies or typographical errors. Changes are periodically added to the information herein. These changes will be incorporated in new editions of the document. SunGard may make improvements and/or changes in the product(s) and/or the Program(s) described in this document at any time. Any third-party programs included herein are subject to a restricted use license and can only be used in conjunction with this application. Any third-party programs included herein are subject to a restricted use license and can only be used in conjunction with this application.

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