Very Important: Conversion Pre-Planning Creating Your Single User Database Converting from Version 1.x, 2.x, or 3.x...

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1 INTRODUCTION... 2 INSTALLATION PRE-PLANNING... 2 Very Important:... 2 Conversion Pre-Planning... 2 INSTALLATION STAGE... 3 CONFIGURATION STAGE... 3 Creating Your Single User Database... 4 Opening an Existing Single User Database... 5 COMPLETING THE CONFIGURATION... 5 DATA CONVERSION INSTRUCTIONS... 5 Converting from Version 1.x, 2.x, or 3.x... 6 Converting from Version 4.0 using Database Export File... 6 Converting from Version 4.0 using Database Backup File... 7 Converting from Version 4.0 using the Copy Database method... 8 Uninstall the old The Paper Tiger Version THE PAPER TIGER ADMINISTRATOR FUNCTIONS There are a few things to keep in mind about administrative mode: Database Backup Manager Functions Page 1

2 Introduction Welcome to The Paper Tiger Single User Edition 4.1. This Quick Start Guide will assist you in setting up The Paper Tiger Single User 4.1 for both the Basic and Professional edition. Setup of The Paper Tiger Single User Edition 4.1 consists of four stages, the Pre-Planning Stage the Installation Stage, Configuration Stage(which includes the data conversion if applicable), and Uninstall Stage (for owners of Version 1.x, 2.x, 3.x and 4.0). After the Installation process is completed, you should review the Notes about Database Administration for important tips about maintaining your database. Installation Pre-Planning Please be aware that there are some technical tips we suggest you follow prior to starting the installation process. Please read through the following section before you attempt to install the software. Very Important: Sometimes software installations can be impacted by software that is running on your computer. The Server Module is particularly vulnerable to this. When selecting a computer to be the server, you should select a computer that is not heavily used by other applications. Also, select one if possible that is not regularly used by a desktop user. Please temporarily disable your anti-virus program s auto-protect function. Also, temporarily close down any applications that are running in the tray. These can be restarted after the installation has successfully completed. Following is an example of the applications running in the tray. The tray is located at the bottom of your screen, to the left of the time. Conversion Pre-Planning If you are moving to The Paper Tiger 4.1 from an older version of The Paper Tiger there are some things that you need to do before starting the Installation process in order to successfully move your data from the older Version to Version 4.1 If you are running a 1.x, 2.x or 3.x version of Paper Tiger, do a database backup and save it in a place where you can find it later on. If you are running version 4.0 you have several options you can choose from: 1) Create an export file containing all of the locations in your database and save it in a place where you can find it later. If you are running the Network version, this does not convert your Network User information. They will have to be re-entered in your 4.1 version later. a) Go to the File\Export Menu. b) Check the Select All box to select all locations c) Click on the Browse button to select a place to keep the Export file and give it a name. d) Click on the Export button to create the file. 2) Save a Database Backup file to load into the Version 4.1. If you are running the Network version, this does not convert your Network User information. They will have to be re-entered in your 4.1 version later. a) Go to the File\Database Backup Manager Menu. b) Check the Full Database Radio button and click on Backup Database to ensure that you have a full Database as the last backup on the file. Page 2

3 c) Then check the Create New Backup File button and click the Backup Database button. This creates a new backup file so that you can archive the file from the previous step. d) Select the second entry in the Backup File Name grid and click on the Archive Backup File button. It will then ask you to locate a place to keep the archived file. Save it in a place where you can find it later. 3) Use the Copy Database(s) from Another Paper Tiger Installation feature that is in Version 4.1. This is the easiest method and does not require any special action before installing Version 4.1. For the Network Version, this is the only method that automatically moves the Network User Information. Regardless of which method you use to convert your data, never uninstall your old version of Paper Tiger until Version 4.1 is successfully installed and your data is successfully loaded into it. Installation Stage To install The Paper Tiger Single User Edition Version 4.1, follow the steps below. Step Action 1. Insert the The Paper Tiger Single User Edition 4.1 CD-ROM in your CD-ROM drive. Click the Windows Start button; select Run and type D:\setup.exe where D is the drive letter of your CD-ROM drive. Click OK to run the setup program. Note: If you need to change Installation settings at any point during the installation process, you can click the Back button. 2. After the initial welcome screen is displayed, click next. The License Agreement will be displayed. Be sure to read this agreement thoroughly. If you agree to the terms of this agreement, click Yes, and the installation will continue. If you do not agree to the terms of this agreement, click No, and the installation program will exit. 3. The next screen will display the directory in which The Paper Tiger will be installed. It is recommended that this remain unchanged; however, if you do need to change the directory, you may do so by clicking the Change button. Once you have chosen the installation directory, click the Next button. 4. Setup is ready to begin copying files onto your computer. Press the Next button to begin the installation. Setup will copy the files. The majority of this portion of the installation happens on the SQL Server setup process; which may take a few minutes depending on the speed of your system. When the installation program has finished copying the program files, you will receive a message that setup is complete. 5. Click Finish to exit the setup program. Configuration Stage The following prompts will occur when the program is run for the first time.: Step Action 1. Upon starting the program for the first time, you will be asked whether you want to enter Serial number (if you click OK) or you want to continue with trail (Start free trail) this serial number can be found on the back of the CD-ROM jacket. Enter the Number and click OK. 2 If you click on Start Free Trail, it will open another window which will show the trail information from this window you will be able to Buy the product (click on Buy Now!), Enter Serial Number and Continue with trail. Note: If you are continuing with trail version, you will not be able to see all the Paper Tiger Options. Page 3

4 Step Action 3 Once you enter the serial number and click on OK, it will show you another window with below 3 options: If you click on Learn Software it will open the learning resources at the Paper Tiger website. If you click Create New Database, go to Creating Your Single User Database If you do, click Open Existing Database and you will go into the database conversion process. Please refer to the Data Conversion Instructions later in this document. After the conversion is completed, go to Completing the Configuration. You can see above wizard later, by selecting File \ Startup Wizard. Creating Your Single User Database If this is not the initial use of The Paper Tiger Single User Edition, please skip this section and continue to the section entitled Opening an Existing Single User Database. Otherwise, follow the steps below to create a new single user database. Step Action 1. You will be presented a wizard and it will allow you to create new database in the steps. In the first step it will show you the summary of the wizard, click on Next to proceed. 2 It will allow you to enter the database name, once you enter the database name and click on Next, it will take while to create the database. 3 It will allow you to enter password, if you don t want to give the password you can check I do not want a password and click Next to proceed. 4 This step allows you to setup a location. If you select the option Cutomize your location Name in the next step it will allow you to give a location name if you select Use Default location Reference then your location name is Reference. 5 This step allows you to enter the location name and Capacity once you click on Next your location will be created. 6 This step will allow you to select the option whether you have the Pre-Printed Quick start file folder or NOT. 7 In this step you can print tabs (by clicking on Print Tabs) if you want, otherwise click on Next. 8 In this step you can click on Back if you want to reprint the File folder tabs. Click on Finish to complete the database creation process. Page 4

5 You can set up a new database later by selecting the File\New\Add New Database menu and following the prompts. Opening an Existing Single User Database Follow the steps below to open an existing single user database. Step Action 1. From the File menu select Open Paper Tiger Database 2. The Select Database window opens. Select the database you wish to open from the list. 3. If you had previously created a password for the database, the Paper Tiger Sign On window will open. Enter the password and click OK. Now go to Completing the Configuration. Completing the Configuration Step Action 1. The Getting Started with The Paper Tiger tutorial is a good, quick guide to getting started right away with Paper Tiger. 2. The Paper Tiger Tips window will be displayed and you will be prompted whether or not you wish for the tips to show up the next time you open the software. 3. The Paper Tiger Update Service options will prompt you whether or not you wish to look for product updates regularly. It is recommended that updates be sought frequently and installed immediately. 4. You will be prompted to watch the 30-minute multimedia tutorial. Click OK to continue, and the software will take you to The Paper Tiger web site to view the Tutorial. If you click Cancel, The Paper Tiger asks you if you would like to be reminded to view the tutorial in the future. Should you choose to exit the tutorial early, you can continue later by clicking Help and then Tutorial from the program s menu bar. 5. After the update prompt, it will ask you if you have registered your product. Be sure to do so under one of the following conditions: a.) You are a new user and this is your first install of Paper Tiger of any version. b.) You have moved within the last year or since the last time you registered a Paper Tiger product. Registration is necessary to provide technical support, and our privacy policy can be viewed from our webpage. We do not sell users information to any third-party companies. Data Conversion Instructions If you are moving to Taming The Paper Tiger Network Edition 4.1 from Taming The Paper Tiger Version 1.x, 2.x, 3.x or 4.0, your will want to automatically move your data from the old version into version 4.1. The options will vary depending of what version of Taming The Paper Tiger you are currently running. It is important that you have reviewed the Conversion Pre-Planning section of this documentation to determine what type of conversion you wish to run. If you are on Version 1.x, 2.x, or 3.x, you only have one choice. If you are on version 4.0, you have multiple choices. Page 5

6 Comment [r1]: Screenshot changed Converting from Version 1.x, 2.x, or 3.x 1. Click on the Open a 3.0 or Older Paper Tiger Database and then click on Next button. 2. You will be presented with a File Open Dialog box to select the Database Backup File that you saved earlier. Click the Open Button. 3. You will then be presented with a Dialog Box to assign a name to the database. Enter the name you wish to use and click the Ok button. 4. The process will take a few minutes so please be patient. 5. You will be presented with a message box when the conversion is completed. Note for 64 bit Users: The Paper Tiger application which is running on 64 bit OS cannot convert 3.0 or older DBs to 4.1 versions. In order to convert them in to 4.1 versions compatible, send your old databases to our technical support team at techsupport@thepapertiger.com. Comment [r2]: Special Note for 64 bit Users Converting from Version 4.0 using Database Export File - Click on the Import a Paper tiger.csv file into a new database and Click on Next button. - You will be presented with a Dialog Box to enter the name of the database you want to create. Click on the Ok button. The system will start the procedure to create the new database. Be patient, it will run for a few minutes. - You will then be presented with the File Import Dialog Box. Page 6

7 - Click on the Browse button to locate the Export file that you created and saved earlier. - Click the Select All Check box to select all of the locations on the Export File. - Click on Use Import Location in the Import Destination section. - Click on the Import button. - When the Import is complete, click the Close button and continue with the installation. Converting from Version 4.0 using Database Backup File - Click on the Restore a backup copy of your Paper Tiger database and then click the Next Button. - You will be presented with a File Open Dialog box to select the Database Backup File that you saved earlier. Click the Open Button. - The process will take a few minutes so please be patient. - You will be presented with a message box when the conversion is completed. Page 7

8 Converting from Version 4.0 using the Copy Database method - Click on the Copy Databases(s) from another Paper Tiger Installation button and then click the Ok button. - The Destination name will be the installation you are currently running. If it already contained any databases they would be listed in the Databases already copied list. You start out by clicking the Locate Source button. Page 8

9 - All of the Paper Tiger installations other that the one you are currently running on will appear in the drop down list. When one is selected, its name will be moved into the text field. Clicking on Ok will cause it to be returned to the Copy Databases Form. - Notice that all of the databases on the located on the Source Installation will be listed. You can select one or more of them to copy or click on Select All to copy them all. One thing to be aware of is that the PTAdmin database is required to run Paper Tiger. It will automatically be copied even if not selected if it doesn t already exist on the Destination installation. - Click on the Copy Database button and the databases will be copied over. - When the copies are complete, message box will be displayed and the databases that were copied will be displayed in the Databases Already Copied list. - Click on the Close button to continue with the installation. Page 9

10 Uninstall the old The Paper Tiger Version If you owned The Paper Tiger Single User Edition Version 1.x, 2.x, 3.x or 4.x you should uninstall it once you are comfortable using the new version 4.1. To uninstall the old version of The Paper Tiger Single User Edition, follow the steps below. Step Action 1. Open the Windows Control Panel (click Settings then Control Panel from the Windows Start menu). 2. Open Add/Remove Programs (Double-click the Add/Remove Programs icon). 3. Select The Paper Tiger Single User Version 1.x, 2.x, 3.x or 4.x from the list and click Add/Remove or Change/Remove. 4. Select to Remove and click Next. 5. If you are moving from version 4.0 you will also need to Uninstall the 4.0 SQL Server Database Engine. While in the Add/Remove Programs. Locate an entry called Microsoft SQL Server Desktop Engine (PTPROFESSIONALDB) and click on Uninstall. If you are uninstalling the Basic Version the instance name will be PTBASICDB. 6. Bring up Windows Explorer and locate the C:\Program Files\The Monticello Corporation\The Paper Tiger Profession 4.0 folder. If Paper Tiger resides on another drive that C:, replace the C: with that drive. 7. The older version will uninstall. Your new version of The Paper Tiger Single User Edition Version will remain on your computer. The Paper Tiger Administrator Functions At least one user of Taming The Paper Tiger Network Edition 4.1 should be given the role of Administrator. Administrators are responsible for backing up the database, adding new user accounts, creating new databases, deleting locations, emptying trash, and updating the Network License. Most organizations backup their network drives on a regular basis. If this is the case, you may rarely need to open the network database for administration. However, it is very important that you remember your administrator s password even during long periods of not using it! There are a few things to keep in mind about administrative mode: 1. With multiple users tossing items regularly, the trash bin can quickly become the largest location you have. It is a good idea to check the number of items in the trash periodically and empty the trash accordingly. 2. It is important that you do database backups regularly even if the Network drives are backed up on a regular basis. This gives you as an administrator more capabilities to restore your database if you need to. Paper Tiger uses the SQL Server backup process to back the database files up. The backup files are stored in the PaperTiger PTNetwork41 DBBackups folder. SQL Server controls this folder, so you should be very careful in manually moving files in or out of this folder. Typically, the database is automatically backed up when the Administrator closes down Paper Tiger. It is not automatically backed up when Network Users close the system down. 3. The database can be backed up at any time by the Administrator using the Database Backup Manager. It is located under the File menu. Page 10

11 Database Backup Manager Functions a. Notice that multiple backups can be stacked on one backup file. Page 11

12 b. When you feel it is getting too large, you can tell the system to start a new backup file. Click on the Create New Backup File button and then click the Backup Database button. Page 12

13 c. Notice that it created a new backup file suffixed by 0002 containing one backup file. Subsequent backups will go into this file until you crate a new one. The previous backup suffixed with 0001 is still available if for some reason you want to restore a backup file from it. Page 13

14 d. If you wish you can copy a backup file to an archive location and delete it from the Paper Tiger Backup folder. Select the Backup file that you want to archive. It cannot be the latest file. That one must be maintained on the system for backup purposes. Then click the Archive Backup file button. Page 14

15 e. A Save As Dialog box will appear to select a place to locate the Archived file. It can be copied to a CDROM, a Network Drive or any other type of backup device. Page 15

16 f. Notice that a place holder file is left indicating the location the backup was archived to. 4. You can restore an archived file to the Database Backup Manager by clicking on the Restore Archive File button. Page 16

17 a. A file open Dialog Box will be displayed to locate the Archived File. b. When completed, you will receive the this Message Box. The Backup is loaded back into the Database Backup Manager. You can then select any of the backup files in it to restore to the database if you wish. Page 17

18 c. Notice that Backup File 0001 with all of its backup files. You can restore the database from any of them by clicking on one of the entries in the bottom grid and click on the Restore Database button. Page 18