EventMaster PLUS! Version 4 Installation and Upgrade Guide. Enterprise Deployment Microsoft SQL Server

Transcription

1 EventMaster PLUS! Version 4 Installation and Upgrade Guide Deployment Microsoft SQL Server EventMaster4 PLUS! EventMaster4 PLUS! EventMaster4 PLUS! EventMaster4 PLUS!

2 Please send any comments regarding this document to: CBORD may use or distribute any of the information you supply in whatever manner it believes appropriate without incurring any obligation whatsoever. CBORD and EventMaster are registered trademarks, and WaterMark is a trademark, of The CBORD Group, Inc. All other product names referenced are believed to be trademarks, registered trademarks, or service marks of their respective companies. June , 2005, 2007, 2008 The CBORD Group, Inc. All rights reserved.

3 Please use this guide to install EventMaster PLUS! version 4 or to upgrade to EventMaster PLUS! version 4 in an environment. We are confident you will be pleased with what you can do with EventMaster PLUS!, and you can be confident that we will be here to help you. EventMaster4 PLUS! is designed to help catering professionals: Manage multiple Companies and Facilities Book events faster and more accurately than ever. Improve internal communications. Dramatically reduce time spent on correspondence, reporting, and billing. Increase customer satisfaction. Get quick and easy access to important business performance information. Whether your goal is to increase sales, reduce costs, or just spend less time running around chasing paper, EventMaster4 PLUS! will help. EventMaster4 PLUS! is your 24-hour-a-day, 7- day-a-week personal assistant, helping you simplify the management of your catering operation. Learn more about EventMaster by participating in one of our eseminars. You can sign up at EventMaster4 PLUS! Page i

4 Table of Contents Read This Before You Install or Upgrade!... 1 Upgrading from a Previous Version of EventMaster?... 2 Installation or Upgrade Overview Verifying Hardware and Software Installing EventMaster PLUS! System Files Licensing Your System Creating the EventMaster4 PLUS! Database Installing Client Tools Connecting to the EventMaster4 PLUS! Database Creating EventMaster4 PLUS! Companies and Facilities Next Steps! EventMaster4 PLUS! Page ii

5 Read This Before You Install or Upgrade! 1. This guide provides instructions for an EventMaster4 PLUS! deployment using Microsoft SQL Server, where EventMaster PLUS! is shared among a few or many users on a Microsoft Windows network. 2. Use this guide to install or upgrade EventMaster4 PLUS! smoothly and easily on your own. If you have any concerns, call CBORD Technical Support at or, in Australia, at (identify yourself as a user of EventMaster PLUS!). We will be glad to schedule an installation appointment so we can guide you through the installation over the phone. We provide the support you need 24 hours a day, seven days a week. Support Technicians are available at between 7:00 A.M. and 7:00 P.M. Eastern time, Monday through Friday. After-hours support is available at all other times by calling the same number. The on-call technician will return your call within one hour. 3. For this installation or upgrade, you will need the EventMaster PLUS! version 4 Installation/Upgrade CD and a sticker with four codes (strings of numbers and letters). These items should be attached to the inside cover of this booklet. If you cannot find them, please contact CBORD Technical Support. 4. Your Microsoft SQL Server should be configured to use Mixed Mode security. See the topic How to set up Mixed Mode security in your SQL Server Books Online for instructions. 5. Your Microsoft SQL Server should be assigned a fixed IP address. 6. You must log in to your server and workstations with Administrator rights for this installation or upgrade. 7. Microsoft Server Management Studio, Server Management Studio Express Edition, Manager, or Query Analyzer should be available and connected to your SQL Server instance. 8. In the simplest situation, your client workstations, your EventMaster application, and SQL Server are all members of the same domain. If two or more different domains are involved, you may need to edit client and server connection properties. For the client workstations, use the Client Network Utility provided with Windows 2000/XP. For servers, use the SQL Server Configuration Manager provided with Microsoft SQL Server. Please refer to the EventMaster4 Advanced Deployment Guide for more information. 9. Close all other applications before beginning your EventMaster4 PLUS! installation or upgrade. EventMaster4 PLUS! Page 1

6 Upgrading from a Previous Version of EventMaster? 1. If you are upgrading from a previous EventMaster PLUS! version, please see the EventMaster4 Upgrading from EventMaster3 document for upgrade and data conversion instructions. This PDF document is available in the Documents folder on your EventMaster PLUS! version 4 Installation/Upgrade CD. The EventMaster4 PLUS! installation should not be directed to the folder that contains a previous version of EventMaster. Note: If you are upgrading from one EventMaster4 PLUS! version to another for example, from version 4.4 to version you can install in the same folder you are already using. Also, you will be able to skip steps 4, 6, and 7 in the pages that follow. 2. If your current EventMaster PLUS! version is through , you must first upgrade your data to version or later. Please contact CBORD Technical Support for assistance. 3. If you have modified WaterMark document templates, you will need to copy those files (*.dot) from their current location to the custom reports folder you will specify in Section 7. Creating EventMaster4 PLUS! Companies and Facilities. 4. If you will be deploying EventMaster4 PLUS! using Windows Terminal Services or Citrix MetaFrame, please review the EventMaster4 Hardware Requirements included on your installation media. You can contact CBORD Technical Support for more help. 5. If you have any questions or concerns about upgrading to EventMaster4 PLUS!, or about converting your EventMaster3 PLUS! data, please contact CBORD Technical Support ( ; in Australia, ) BEFORE attempting the upgrade or converting data. EventMaster4 PLUS! Page 2

7 Installation or Upgrade Overview There are 7 stages in your EventMaster4 PLUS! installation or upgrade. This document has one section for each stage. (For an upgrade within version 4 there are only 4 stages.) Follow the sequence of steps presented in this document. We suggest you allow approximately two hours to complete the installation or upgrade. 1. Verifying Hardware and Software 2. Installing EventMaster4 PLUS! System Files 3. Licensing Your System 4. Creating the EventMaster4 PLUS! database 5. Installing Client Tools 6. Connecting to the Database 7. Creating EventMaster4 PLUS! Companies and Facilities EventMaster4 PLUS! Page 3

8 1. Verifying Hardware and Software Complete the following checklist to verify that your computer meets the minimum requirements for EventMaster4 PLUS! to run successfully. Then proceed to Section 2. Installing EventMaster System Files. Hardware Requirements for EventMaster4 PLUS! EventMaster4 PLUS! is compatible with Windows 2000 and 2003 Server and with Microsoft SQL Server 2000 and SQL Server The MSSQL Server and the Application Server may be the same server or separate machines. Equipment Minimum Requirements Optimal Requirements Database Server: Operating System Microsoft Windows Server 2003 or Windows 2000 Server Microsoft Windows Server 2003 or Windows 2000 Server Database Server: Hardware Exact hardware requirements depend on how many concurrent users you expect and how you use EventMaster PLUS!. CBORD can advise you on the hardware and database platforms best suited for your operation. Database engine Processor: Xeon 2.6 GHz or better. With 25+ concurrent users and systemintense use: Quad Xeon 3.0 GHz or better. Memory: 2 GB Storage: 18 GB SCSI hard drive. Network Card: 10/100/1000 Mbps Ethernet card. Microsoft SQL Server 2000 or 2005:, Standard, Workgroup, Express (2005) or MSDE 2000 Editions Processor: Dual Xeon 2.6 GHz or better. With 25+ concurrent users and systemintense use: Quad Xeon 3.0 GHz or better. Memory: 4 GB per CPU core Storage: RAID-5 four 36 GB SCSI hard drives. Network Card: 10/100/1000 Mbps Ethernet card. Microsoft SQL Server 2005:, Standard, or Workgroup Editions Tape backup Hardware: 12/24 GB DDS-3 tape backup unit Software: CA Arcserve or Symantec Backup Exec. Hardware: 12/24 GB DDS-3 (or later) autoloader tape backup unit Software: CA Arcserve or Symantec Backup Exec. Uninterruptible Power Supply 1000 VA capacity 1400 VA capacity EventMaster4 PLUS! Page 4

9 Equipment Minimum Requirements Optimal Requirements Workstations Operating Systems: Windows 2000 Professional, Windows XP Professional Processor: Pentium III, 1 GHz or better Memory: 512 MB RAM Storage: 500 MB. Monitor: 15" with 800x600 resolution minimum Network Card: 32 bit PCI 100Mbps Fast Ethernet card Other: CD-ROM Operating Systems: Windows 2000 Professional, Windows XP Professional Processor: Pentium 4, 2.8 GHz or better Memory: 1 GB RAM Storage: 3.2 GB Monitor: 17" with 1024x768 resolution minimum Network Card: 32 bit PCI 100Mbps Fast Ethernet card Other: CD-ROM Printers Hewlett Packard 4250N LaserJet Hewlett Packard LaserJet 4250N WAN or Remote Connectivity Communications Requirements Required bandwidth varies depending on how you use EventMaster PLUS!. Check with CBORD for more information and options. Internet access to support CBORD s WebEx remote support tools. High speed Internet connection to support CBORD s WebEx remote support tools. Note: Microsoft Windows 95, Windows 98, Windows ME, Windows NT 4, and Windows XP Home Edition are NOT supported for an EventMaster4 PLUS! deployment. Please see the EventMaster4 Hardware Requirements document for complete hardware and network requirements. This PDF document is available in the Documents folder on your EventMaster PLUS! version 4 Installation/Upgrade CD. EventMaster4 PLUS! Page 5

10 2. Installing EventMaster PLUS! System Files Install the EventMaster4 PLUS! program files on the Application Server console. 1. Create a shared folder named Apps on the drive of the Application Server where you will install EventMaster4 PLUS!. Then create a subfolder named EventMaster_4 in the shared folder you created. In this document, we refer to the EventMaster_4 folder as the Application Folder. Notes: Every EventMaster PLUS! user must have full control in the Application Folder and its subfolders. That means you must make sure the Apps file s Properties window shows: o Full Control under Permissions on the Sharing tab (network share) and o Full Control on the Security tab. The Application Folder will not gain in size as you use EventMaster PLUS!, as it will not hold the database file. The Application Folder does not have to reside on the Application Server s system drive (typically named C:\). You can use another drive if you wish. Examples: Create C:\Apps\EventMaster_4 or D:\Apps\EventMaster_4 where Apps is the name of the shared folder on the Application Server. 2. Insert the EventMaster4 PLUS! Installation/Upgrade CD. The CD will AutoRun if that feature is enabled. If it does not AutoRun: a. Go to Start and select Run. b. Browse to your CD-ROM Drive (usually the D:\ or E:\ drive). c. Run SETUP.EXE. 3. The InstallShield Wizard opens. Click Next to begin. 4. Accept the terms of the End-User License Agreement (EULA) and click Next. 5. The Destination Folder window opens. IMPORTANT: Make sure the installation folder named in this window ( Install EventMaster 4 to ) is the shared Application Folder you created in step 1, above. After confirming that the Destination Folder entry is the Application Folder, click Next to continue. EventMaster4 PLUS! Page 6

11 6. Click Install to begin the installation of the program files. The screen names each step of the installation process as it occurs. The whole process may take several minutes to complete. 7. The License Activator (Activator Wizard) window should open before the Setup Complete window appears. Proceed to Section 3. Licensing Your System. EventMaster4 PLUS! Page 7

12 This section activates your two system licenses. 3. Licensing Your System Both licenses are required: a Runtime license and a Data Connector license. To register for these licenses, you need two pairs of special codes in all, four strings of letters and numbers. These codes should be recorded on a sticker attached to the inside cover of this booklet. If you cannot find them, please contact CBORD Technical Support. 1. In the Activator Window, record your Runtime codes: a. Type your Runtime Product Code in the Code box. b. Type your Runtime Product Key in the Key box. c. Click the More button. 2. The Activator Window clears (that is, all boxes become blank). Record your Data Connector codes: a. Type your MSSQL Connector Product Code in the Code box. b. Type your MSSQL Connector Product Key in the Key box. c. Click the Finish button. 3. The Activator Window closes. 4. In the InstallShield Wizard window, click Finish. The wizard closes.. Proceed to Section 4. Creating the EventMaster4 PLUS! Database. EventMaster4 PLUS! Page 8

13 4. Creating the EventMaster4 PLUS! Database This section includes instructions to create the EventMaster SQL database and default eventmaster SQL Server login and password for EventMaster4 PLUS!. If you are upgrading from a previous version 4 of EventMaster, you can skip this step. You must complete this step for EventMaster4 PLUS! to function properly. If you have questions or concerns, please contact CBORD Technical Support ( ; in Australia, ). 1. Open Server Management Studio or Manager for Microsoft SQL Server. 2. Connect to the proper SQL Server. 3. In Server Management Studio: Go to File > Open > File. or In Manager: Go to Tools > SQL Query Analyzer. In SQL Query Analyzer, go to the File menu and select Open. In the Open Query File window, browse to the EventMaster4 Application Folder. 4. In the Application Folder, locate and open the file named EM4_Initial.sql. 5. Be sure you are connected to the master database of your SQL Server instance. 6. When this SQL file runs, it will create the EventMaster4 database. By default, the database will be named cbord_eventmaster. If you prefer a different name, edit the SQL code in this file using the Find and Replace feature to change all instances of cbord_eventmaster to the database name you want. 7. Run (execute) the query file EM4_Initial.sql. 8. After the file runs, the lower part of the query window displays the results. Two of these results are: The SQL query has created the default Login eventmaster. The SQL query has created an EventMaster4 PLUS! database. Its name is either cbord_eventmaster or the name you created in step 6. If you encounter any errors, please contact CBORD Technical Support. 9. Close Server Management Studio or Query Analyzer and Manager. Proceed to Section 5. Installing Client Tools. EventMaster4 PLUS! Page 9

14 5. Installing Client Tools Every workstation that will use EventMaster4 PLUS! must install the EventMaster4 Client Tools. If you are upgrading from a version of EventMaster4 PLUS! before , you must reinstall Client Tools! The following components are configured by EventMaster4 Client Tools. Each component must be installed or created on each client workstation, including the Application Server in a Citrix or Terminal Services deployment: Crystal Reports Viewer Microsoft.NET 2.0 framework (if it does not exist) WaterMark version 1.9 A shortcut to launch EventMaster4 PLUS! in Start > Programs 1. From Start > Run or in Windows Explorer, browse to the network location where you created the Application Folder in Section 2. Installing EventMaster System Files. Note: If, instead, you specify the location by typing a path, make sure you use the UNC (Universal Naming Convention) to show the network path for example: \\CaterServer\Apps\EventMaster_4. (Exception: specify a mapped network drive if you use a version of Room Viewer earlier than 7.2.) 2. Open the Client_Tools subfolder. 3. Locate and run the file named setup.exe. 4. The EventMaster4 Client Tools InstallShield opens. Click Next to begin the installation. 5. Accept the end-user license agreement (EULA) and click Next. 6. Accept the default shortcut and click Next. Exception: If you are running the EventMaster4 Client Tools InstallShield from a location other than your Application Folder, browse to your Application Folder on your server and specify it as the application directory. 7. From the Installation window, click Install. As the installation proceeds, the screen names each step of the process as it occurs. The whole process may take several minutes to complete. Note: You may be prompted to restart your computer after the Microsoft.NET framework installation. The EventMaster Client Tools installation will restart automatically after you restart the workstation. 8. When the installation completes, click Finish. Proceed to Section 6. Connecting to the EventMaster4 PLUS! Database. EventMaster4 PLUS! Page 10

15 6. Connecting to the EventMaster4 PLUS! Database This will create the default connection to your EventMaster4 PLUS! database. You will only have to do this once, from any one workstation. If you are upgrading from a previous version 4 of EventMaster PLUS!, you can skip this step. 1. Launch EventMaster4 PLUS! from a workstation using the shortcut created during the Client Tools installation. (The shortcut is named Launch EventMaster 4.) 2. You will be asked to create a database connection. 3. Click OK. 4. The EventMaster Default Connection window opens. 5. For the Database, enter cbord_eventmaster 6. For the MSSQL Server, enter your MSSQL Server instance name or IP address. 7. For the MSSQL Login (= User ID), enter eventmaster (use lowercase letters). EventMaster4 PLUS! Page 11

16 8. For the MSSQL Password, enter emaster01 (use lowercase letters). Also enter emaster01 in the Confirm Password box. 9. Leave the Use Windows Authentication checkbox blank. OR If your DBA (database administrator) wants to set up system access through Windows Authentication: -- Assign privileges into the EventMaster database through Windows user accounts and/or Windows user groups. -- Make sure that the database owner is SA. -- Put a check mark in the Use Windows Authentication checkbox in the EventMaster Default Connection window. 10. Click OK. 11. When the Create EventMaster Data Schema window opens, click OK. 12. The screen names each step of the creation process as it occurs. The whole process may take several minutes to complete. Proceed to Section 7. Creating EventMaster4 PLUS! Companies and Facilities. EventMaster4 PLUS! Page 12

17 7. Creating EventMaster4 PLUS! Companies and Facilities If you are upgrading from a previous version 4 of EventMaster PLUS!, you can skip this step. Once the database schema is updated (see Section 6. Connecting to the EventMaster4 PLUS! Database), the EventMaster Login window opens: 1. Use the super-user login for EventMaster4 PLUS!: User Name = emadmin Password -- leave the Password box blank (Later, you can assign a password for this user and any other users. See step 7, below.) 2. This logs you in with System Administrator rights in EventMaster4 PLUS!. The Select Facility window opens: 3. Select (Company Management) and click OK. EventMaster4 PLUS! Page 13

18 4. The Company Management window opens, where you can update the entries for the default Company. 5. Change the Company Name box to reflect your business s name. 6. The entry in the Company Custom Reports box should be the path to a shared folder for your custom reports. EventMaster4 PLUS! Page 14

19 7. In the Users pane, click the New button to open the Add User window (or select a user and click the Update button to open the Update User window, which shows the same information). In the Access Role box, assign the user the System Manager access role. For explanations of Access Roles and how to assign them, click the window s Help button. Click OK to close the Add User or Update User window and return to the Company Management window. 8. Now that you know how to add a user, add more users (who are not System Managers) until you have included each person who will be using EventMaster PLUS!. For each user, assign an access role. The Help topic on Access Roles describes how to create access roles as well as how to assign them. EventMaster4 PLUS! Page 15

20 9. In the Company Management window s Facilities in Company pane, select the choice Default Facility and click the Edit button. 10. The Facility Management window opens for the Default Facility. 11. Change the information as follows: Facility Name: Rename the facility as necessary. Facility Custom Reports in: Specify a custom report folder for this facility. If your company has only one facility, the Facility Custom Reports folder can be the same as the Company Custom Reports folder. 12. When you re finished, click OK to save your changes and close the Facility Management window. EventMaster4 PLUS! Page 16

21 13. You return to the Select Facility window. 14. If you are converting data from EventMaster3 PLUS!, please go to Section 1 of the EventMaster4: Upgrading from EventMaster3 instructions now. If you have received a database from CBORD Database Services, please review the database management instructions you received with your database files from CBORD Database Services now. If you have any questions, please contact CBORD Technical Support before proceeding. If you are installing EventMaster PLUS! for the first time, you may begin entering data in your system now. You do not need to convert EventMaster3 PLUS!, data to use EventMaster4 PLUS!. The initial cbord_eventmaster database is ready for you to begin setting up your system defaults, inventory, customers and events. 15. From the Select Facility window, select your Facility and begin using EventMaster4 PLUS!. EventMaster4 PLUS! Page 17

22 Next Steps! Congratulations on your successful installation of EventMaster4 PLUS!. Wondering what to do next? Sign up for training at NO additional charge with the eseminar Series. The eseminar Series delivers a complete curriculum of software training directly to your desktop via the Internet. Whether you need a refresher course on a particular topic, or you want to learn the software from the ground up, the eseminar Series provides both basic and advanced instruction on everything from setting up your database to using new features like the DashBoard and the Decision Support System. The live seminars are scheduled at regular times, so you can plan effectively. This service is available to all customers at no additional charge. Simply sign up! Go to for all of your EventMaster information needs. You can read about the changes in each recent version of EventMaster in the ReadMe file available on your EventMaster version 4 Installation/Upgrade CD. The same information is available from within EventMaster: a. Select Help from the taskbar at the top of the EventMaster window. b. From the drop-down list of choices, select View Read Me Files. EventMaster4 PLUS! Page 18