DoubleTime 8.0 Standalone & Workstation Server. Installation Guide

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Transcription:

DoubleTime 8.0 Standalone & Workstation Server

Page 2 Table of Contents Minimum System Requirements... 3 Preparing to Install/Upgrade DoubleTime... 4 Installing the Stand-Alone version of DoubleTime - Full Install... 5 Upgrading the Stand Alone or Network Client version of DoubleTime... 8 Installing the Windows Workstation Server/Client (PTP) Full Install... 12 Upgrading the Windows Workstation Server/Client (PTP)... 17 Installing the Windows Dedicated Server (NT) Database Install... 20 Installing the Windows Dedicated Client (NT) Client Application... 27

Page 3 Minimum System Requirements Server Operating System: Windows Server 2008 Windows Server 2008 R2 Windows Server 2012 Windows Server 2012 R2 Workstation Operating Systems: Microsoft Windows 7 32-bit or 64-bit Microsoft Windows 8 32-bit or 64-bi Minimum Hardware for Windows Vista, Windows 7/8.X: 1 GHz Processor 2 GB RAM 128 MB Video Card DVD Drive (for software installation) 8 GB free disk space (for installation and data storage) Windows 7/8.X Recommendations: Dual Core Processor 4 GB RAM 256 MB Video Card For Internet Access: Browsers: Internet Explorer, Chrome, Firefox High-speed or broadband Internet connectivity via DSL, ISDN, Frame Relay, T1 line, Cable, etc. required Laptops: Must meet or (preferably) exceed hardware requirements. Network users of DoubleTime must maintain a local area connection to the DoubleTime database. Laser Printer: Laser printers designed for corporate or business use are required this means business class printers that have only one function print. HP-compatible (supports PCL) Note: Inkjets, bubble jets, dot matrix and multifunction printers (combination fax / copy / scanning devices) are not supported. Additional Recommendations: Uninterrupted Power Supply (UPS) Back-up solution for data Anti-Virus/Anti-Spyware Protection Firewall *Minimum Requirements are subject to change and are not guaranteed to support future products made available by The Fund.

Page 4 Preparing to Install/Upgrade DoubleTime Please read the following instructions thoroughly before starting the install/upgrade. Log on to the PC with Administrative Rights before attempting to install/upgrade DoubleTime. Verify PC meets the minimum hardware/software requirements listed above. Verify there is sufficient free hard drive space on the PC to accommodate backing up the production database and 500MB for the install. Prior to upgrading DoubleTime, create a backup of the current production database. Turn off or disable any anti-virus or anti-spyware/malware programs. Note: This download will upgrade DoubleTime versions 7.0 and higher. To check your current version, open the application and select Help from the top menu bar, and then About. For any questions regarding this install, please call the Help Desk at 1-800-421-9378.

Page 5 Installing the Stand-Alone version of DoubleTime - Full Install Note: If upgrading, please skip to the Upgrade Section Page 8. 1. Log on with Administrative Rights. 2. Close any programs currently running. 3. Download and Run the installation file obtained from the DoubleTime Support page located at https://www.thefund.com/doubletime-support-center.aspx. 4. Click Next on the Installation Welcome window illustrated below.

Page 6 5. Choose Standalone and click the Next button. 6. The next window brings up the Destination Folder dialog. You can set the path where the application components are installed. It is recommended that you use the default installation path that is provided. Select Next.

Page 7 7. Click the Install button and DoubleTime will begin the installation process. 8. Congratulations, DoubleTime is now installed. Click Finish to complete the installation. Launch DoubleTime from the icon on your desktop or from your Start Programs list.

Page 8 Upgrading the Stand-Alone or Network Client version of DoubleTime 1. Log on with Administrative Rights. 1. Make a backup of the current production database. 2. Create a folder on your PC (i.e., c:\dtbackup). 3. Open the DoubleTime application. 4. Select Utilities Database Backup 5. Select the directory you created (i.e., c:\dtbackup) 6. Click the OK button. 7. Close any programs currently running, including DoubleTime. 8. Download and Run the installation file obtained from the DoubleTime Support page on www.thefund.com. 9. Click Next on the Installation Welcome window illustrated below.

Page 9 10. Click the Install button and DoubleTime will begin the installation process. Note: If the User Access Control window appears, please click 'Yes' to allow the installation to continue.

Page 10 11. Click OK on the Installer Information prompt to allow the installation to continue. 12. Congratulations, DoubleTime is now upgraded. Click Finish to complete the installation.

Page 11 13. To upgrade the DoubleTime Database, launch DoubleTime from the icon on your desktop or from your Start Programs list. The DoubleTime Software Upgrade window will need to complete before using DoubleTime.

Page 12 Installing the Windows Workstation Server/Client (PTP) Full Install 1. Log on with Administrative Rights. 2. Close any programs currently running. 3. Download and Run the installation file obtained from the DoubleTime Support page on www.thefund.com. 4. Click Next on the Installation Welcome window illustrated below.

Page 13 5. Choose Network and click the Next button. 6. The next window brings up the Network Type dialog. Select the check box for Client and then the option for Windows Workstation Server (PTP). 7. If this machine will function as the database server also check Server and then select Windows Workstation Server (PTP). Note: Only one server installation should be selected per office. When installing additional PTP clients, only select the Client checkbox along with the Windows Workstation Server (PTP) radial button.

Page 14 8. When you are finished with your selection, click Next. 9. The next window presents the Destination Folder dialog. The first selection will set the path for the server application files. The second selection will set the path for the DoubleTime database files. Select Next.

Page 15 10. Click the Install button and DoubleTime will begin the installation process. Note: If the User Access Control window appears, please click 'Yes' to allow the installation to continue.

Page 16 11. Congratulations, DoubleTime is now installed. Click Finish to complete the installation. Launch DoubleTime from the icon on your desktop or from your Start Programs list. Note: Refer to Step 6 for installing additional clients

Page 17 Upgrading the Windows Workstation Server/Client (PTP) 1. Log on a Client workstation with Administrative Rights. 2. Make a backup of the current production database. 3. Create a folder on your PC (i.e., c:\dtbackup). 4. Open the DoubleTime application. 5. Select Utilities Database Backup 6. Select the directory you created (i.e., c:\dtbackup) 7. Click the OK button. 8. Close any programs currently running, including DoubleTime. DoubleTime will also need to be closed on any other computers that connect to the DoubleTime Database. 9. Download and Run the installation file obtained from the DoubleTime Support page on www.thefund.com. 10. Click Next on the Installation Welcome window illustrated below.

Page 18 11. Click the Install button and DoubleTime will begin the installation process. 12. Click OK on the Installer Information prompt to allow the installation to continue.

Page 19 13. Congratulations, DoubleTime is now upgraded. Click Finish to complete the installation. 14. To upgrade the DoubleTime Database, launch DoubleTime from the icon on your desktop or from your Start Programs list. The DoubleTime Software Upgrade window will need to complete before attempting to open DoubleTime on all other workstations. 15. After the DoubleTime Database upgrade is complete, repeat Steps 1-4 on each additional Client Workstation.

Page 20 Installing the Windows Dedicated Server (NT) Database Install Note: The installation instructions illustrated below will only install the database files 1. Log on with Administrative Rights. 2. Close any programs currently running. 3. Download and Run the installation file obtained from the DoubleTime Support page on www.thefund.com. 4. Click Next on the Installation Welcome window illustrated below.

Page 21 5. Choose Network and click the Next button. 6. The next window brings up the Network Type dialog. Select the check box for Server and the radio button for Windows Dedicated Server (NT). Note: Only one server installation should be selected per office.

Page 22 7. When you are finished with your selection, click Next. 8. The next window brings up the Password dialog. Enter the password provided from the order information supplied at purchase. Select Next.

Page 23 9. Enter the IP address of the server that will host the DoubleTime database. 10. The next window presents the Destination Folder dialog. The first selection will set the path for the server application files. The second selection will set the path for the DoubleTime database files. Select Next.

Page 24 11. Click the Install button and DoubleTime will begin the installation process. Note: If the User Access Control window appears, please click 'Yes' to allow the installation to continue.

Page 25 Note: If the User Access Control window appears, please click 'Yes' to allow SQL Anywhere to make changes. 12. Congratulations, the DoubleTime Database Service and files are installed and configured. Click Finish to complete the installation. Note: There will not be any icons installed but if you would like to confirm a proper installation, please search the running services for "DoubleTime Database Service"

Page 26 Note: If Windows Firewall is active on the server, you will need to add dbsrv11.exe as an exception. This will allow the Clients to connect through TCPIP. Note: The Windows Dedicated Server cannot be upgraded. To upgrade the database, please refer to upgrading the Client on pages 8-12.

Page 27 Installing the Windows Dedicated Client (NT) Client Application Note: The installation instructions illustrated below will only install the client application and cannot be used without the server files installed** 1. Log on with Administrative Rights. 2. Close any programs currently running. 3. Download and Run the installation file obtained from the DoubleTime Support page on www.thefund.com. 4. Click Next on the Installation Welcome window illustrated below.

Page 28 5. Choose Network and click the Next button. 6. The next window brings up the Network Type dialog. Select the check box for Client and the radio button for Windows Dedicated Server (NT). 7. When you are finished with your selection, click Next.

Page 29 8. Enter the IP address of the server that is hosting the DoubleTime database. 9. The next window brings up the Destination Folder dialog. You can set the path where the Client application components are installed. It is recommended that you use the default installation path that is provided. Select Next.

Page 30 10. Click the Install button and DoubleTime will begin the installation process. Note: If the User Access Control window appears, please click 'Yes' to allow the installation to continue.

Page 31 11. Congratulations, DoubleTime is now upgraded. Click Finish to complete the installation.

DoubleTime 8.0 For additional assistance with DoubleTime please visit www.thefund.com