Function Point WORKBENCH Release 7.0k INSTALLATION GUIDE TABLE OF CONTENTS

Function Point WORKBENCH Release 7.0k GUIDE TABLE OF CONTENTS FUNCTION POINT WORKBENCH RELEASE 7.0K GUIDE... 1 LICENCE TYPES... 3 Standalone Licence Machine Dependent (Single User)... 3 Network Licence Machine Independent (N Users)... 3 Network Licence Machine Dependent (N Users)... 3 GETTING YOUR LICENCE CODES FOR MACHINE DEPENDENT LICENCES... 3 Finding the Windows Product ID... 4 SYSTEM REQUIREMENTS... 4 PROCEDURES FULL... 5 Standalone Licence Installation and Activation... 6 1. Standalone Licence Installation... 6 2. Standalone Licence Activation... 20 3. Standalone Licence Set Up Users... 22 4. Standalone Licence Edit Setup Files... 23 Network Licence Installation and Activation... 24 1. Network Licence - Server Installation... 24 2. Network Licence Workstation Installation... 35 3. Network Licence Activation... 44 4. Network Licence Setup Users... 46 5. Network Licence Edit Setup Files... 47 PROCEDURES PARTIAL... 48 PROCEDURES SYSTEM UN... 49 FILES AND FOLDERS... 51 System Files... 51 Function Point WORKBENCH Databases... 54 Shared Database Control... 55 TROUBLE SHOOTING PROBLEMS... 57 Installation Common Error Messages... 57 LICENCE AGREEMENT... 58 Copyright: CHARISMATEK SOFTWARE METRICS PAGE 1

FUNCTION POINT WORKBENCH This guide provides comprehensive instructions on installing the FUNCTION POINT WORKBENCH and its related components onto a network file server or standalone PC. Please note that throughout this installation guide, the term workstation is used to refer to refer to PCs attached to a network that access the WORKBENCH installed onto a file server whereas the term PC is used to refer to desktop and notebook PCs onto which the WORKBENCH is installed directly. PAGE 2 Copyright: CHARISMATEK SOFTWARE METRICS

Licence Types The FUNCTION POINT WORKBENCH has the following licence types: Standalone Licence Machine Dependent (Single User) The WORKBENCH is installed onto a standalone PC. The particular PC on which the WORKBENCH is installed is identified by its Windows Product ID. The WORKBENCH can then be run on that PC. Network Licence Machine Independent (N Users) The WORKBENCH is installed onto a network server and any number of workstations with access to that server can be configured to run the WORKBENCH. The WORKBENCH can then be run concurrently on up to N (where N is the number of users allowed by the licence) of those workstations. Network Licence Machine Dependent (N Users) The WORKBENCH is installed onto a network server and up to N (where N is the number of users allowed by the licence) workstations with access to that server can be configured to run the WORKBENCH. The particular workstations on which the WORKBENCH is configured are identified by their Windows Product IDs. The WORKBENCH can then be run on the configured workstations. Your WORKBENCH licence type indicates which installation mode you must choose. Please note that regardless of your licence mode, you can share WORKBENCH databases. See the section Function Point WORKBENCH Databases for further details. Getting Your Licence Codes for Machine Dependent Licences The Licence Codes for Machine Dependent Licences are generated using the Windows Product IDs. To facilitate the installation and activation, it is recommended that you provide CHARISMATEK with the relevant Windows Product IDs as soon as it is practicable. See Finding the Windows Product Id on the next page. For WORKBENCH licence type Standalone Machine Dependent, you need to provide the last four digits of the Windows Product IDs on the PC where the WORKBENCH is to installed and run. For WORKBENCH licence type Network Machine Dependent, you need to provide the last four digits of the Windows Product IDs for each of the workstations from where the WORKBENCH is to be run. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 3

FUNCTION POINT WORKBENCH Finding the Windows Product ID The WORKBENCH's Licence Activation dialog shows the Windows Product ID for the PC or notebook where your copy of the WORKBENCH software is installed. To display the WORKBENCH's Licence Activation dialog, first install the WORKBENCH using the process outlined in this guide and then run the WORKBENCH. The WORKBENCH s Activation Dialog displays the last four digits of the Windows Product ID for the PC or notebook where the WORKBENCH is installed. For further instructions on how to display the WORKBENCH s Licence Activation dialog see the sections Standalone Licence Activation and Network Licence Activation later in this guide. System Requirements An IBM or compatible PC running Microsoft Windows XP, Windows Vista or Windows 7. A processor with 1 Gbyte of RAM. At least 100 MB of spare hard disk space to install the program and database files. The Microsoft.NET Framework 2.0 is prerequisite software. This is available as a free download from the Microsoft website. Note that.net Framework 2.0 can also be installed by installing.net 3.0 or.net 3.5 as these include 2.0. Version 3.0 of the.net Framework is included with Windows Vista and Version 3.5 is included with Windows 7. PAGE 4 Copyright: CHARISMATEK SOFTWARE METRICS

Installation Procedures Full Installation There are two installation modes for full FUNCTION POINT WORKBENCH product installation: Standalone Licence Installation and Activation Network Licence Installation and Activation Choose the mode appropriate to your licence type and follow the instructions for that mode on the following pages. You can also use the installation procedures to: Reinstall or update your FUNCTION POINT WORKBENCH installation and Uninstall the FUNCTION POINT WORKBENCH. See the appropriate sections for further details. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 5

FUNCTION POINT WORKBENCH Standalone Licence Installation and Activation For installation of the FUNCTION POINT WORKBENCH onto a standalone PC, complete the 4 Installation Steps described in the following sections. Installation Steps 1. Standalone Licence - Installation Description Install your copy of the FUNCTION POINT WORKBENCH software on a standalone PC. 2. Standalone Licence - Activation Activate your copy of the WORKBENCH. 3. Standalone Licence Set Up Users 4. Standalone Licence Edit Setup Files Set up a user logon with optional administration rights and password. Optionally, carry out advanced configuration of environmental variables 1. Standalone Licence Installation 1. Standalone Setup Program Installation from CD Place the Installation CD into your CD drive. The file INDEX.HTM located in the root folder of the Installation CD should open automatically in your web browser. If the file INDEX.HTM does not open automatically, use Microsoft Explorer or a similar program to navigate to it and open it manually. Run the Setup program. Click on the hyperlink Install Function Point WORKBENCH to run the Setup program. PAGE 6 Copyright: CHARISMATEK SOFTWARE METRICS

Installation from File Run the Setup program. From the Start menu, select menu option Run, enter <WORKBENCH setup location folder>\setup_fpw70.exe at the Open prompt and press <OK>. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 7

FUNCTION POINT WORKBENCH 2. Installation Access Permissions Warning The Installation Access Permissions Warning is displayed if you are not currently logged on to Windows with Computer Administrator permissions. If this warning appears, it is recommended that you press No to exit from the Setup program, log off from Windows, logon again to Windows with Computer Administrator permissions and restart the Setup program. To determine whether you are logged on to Windows with Computer Administrator permissions, view the User Accounts control panel. This User Accounts control panel indicates that user David Cleary has Computer Administrator permissions and could therefore install the WORKBENCH whereas user Paul Walsh only has Limited Account permissions and therefore could not install the WORKBENCH. PAGE 8 Copyright: CHARISMATEK SOFTWARE METRICS

3. Microsoft.NET Framework 2.0 Warning The Microsoft.NET Framework 2.0 Warning is displayed if Microsoft.NET Framework 2.0 is not installed on the PC where the FUNCTION POINT WORKBENCH is being installed. If this warning appears, press Yes to download the Microsoft.NET Framework 2.0 from the Microsoft website and then restart the Setup program. Alternatively, you can install.net Framework 3.0 or 3.5 since these Frameworks contain 2.0. They are, however, considerably larger to download and install. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 9

FUNCTION POINT WORKBENCH 4. Welcome Read the Welcome dialog text carefully and then press Next to move to the next dialog. PAGE 10 Copyright: CHARISMATEK SOFTWARE METRICS

5. Licence Information Complete the FUNCTION POINT WORKBENCH licence information: User Name The name of the person responsible for the software. Company Name The company name exactly as it appears on your Registration Form in the item Company Name. Serial Number The serial number exactly as it appears on your Registration Form in the item Serial Number. After successful installation, your company name will be displayed on the WORKBENCH background and your serial number will be displayed in the WORKBENCH About dialog. Press Next to move to the next dialog. You will not be able to proceed until you enter a valid serial number. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 11

FUNCTION POINT WORKBENCH 6. Program Files Drive and Folder This is the location where the FUNCTION POINT WORKBENCH program files will be installed. Read & Execute access must be assigned to this folder. Setup presents a recommended location where the FUNCTION POINT WORKBENCH program files will be installed. The default drive is the first accessible local drive on your system. The default folder is \Fpw70. You can either accept this location by pressing Next or indicate an alternative location by pressing Browse and selecting an alternative drive and / or folder. Press Next to move to the next dialog. 7. Program Files Destination Warning The Program Files Destination Warning is displayed if your licence type does not match the selected Program Files drive type (i.e. with a standalone licence, you have selected to install the software on a network drive). Selecting Yes will allow the mismatched program files installation to proceed. Selecting No will return you to the Program Files Drive and Folder dialog to select a new Program Files location. PAGE 12 Copyright: CHARISMATEK SOFTWARE METRICS

8. Install Pre-requisite Software Setup presents an opportunity to install or reinstall the pre-requisite software required to run the FUNCTION POINT WORKBENCH. Pre-requisite Software Not Currently Installed - To run the FUNCTION POINT WORKBENCH it is necessary to install the pre-requisite software. To install, select the checkboxes beside the appropriate Install Pre-requisite Software prompts and press Next. - If you choose not to install the pre-requisite software at this time, it will be necessary to install it at a later date in order to run the WORKBENCH. This can be done by rerunning the Setup program. Pre-requisite Software Currently Installed - If the pre-requisite software is already installed, it is not necessary to reinstall it to run the WORKBENCH. If, however, you wish to reinstall any of the pre-requisite software, select the checkboxes beside the appropriate Reinstall Pre-requisite Software prompts and press Next. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 13

FUNCTION POINT WORKBENCH 9. System Components Drive and Folder Setup presents a default location where the FUNCTION POINT WORKBENCH system components including the FUNCTION POINT WORKBENCH databases will be installed. Full Control access must be assigned to this folder and its sub-folders as components may be created, modified or deleted during WORKENCH processing. The default System Components location is the same drive and folder where the Program Files are installed. If you have selected as your Program Files location the standard Windows program files location, typically C:\Program Files, or any of its sub-folders, then the default System Components location will be the folder \Fpw70 on the first accessible drive. This is to ensure that users have Full Control permission to access the System Components location. You can either accept the default location by pressing Next or indicate an alternative location by pressing Browse and selecting an alternative drive and / or folder. Press Next to move to the next dialog. PAGE 14 Copyright: CHARISMATEK SOFTWARE METRICS

10. Shared Database Control Drive and Folder This is the location for the Shared Database Control File which is used in the control of concurrent access by multiple users to data in the FUNCTION POINT WORKBENCH databases. The Shared Database Control File is named PDOXUSRS.NET. Full Control access must be assigned to this folder. In addition, the folder must be accessible to all users of the WORKBENCH. The default Shared Database Control Drive and Folder is determined as follows: If there is an existing Shared Database Control File, this location is displayed If no existing Shared Database Control File is found, then the sub-folder FpwSys beneath the System Components folder nominated in the previous installation step is displayed. You can accept the default location or you can choose to indicate an alternative Database Control File location. Note: For access by multiple users to the Shared Database Control File, it is necessary to ensure that each PC accessing data, either: Maps the same drive letter to the physical drive where the Shared Database Control File is located, for example, K:, or Refers to the physical drive where the Shared Database Control File is located using its UNC server and share names, for example, \\application_server\workbench_share. For further details see section Shared Database Control later in this guide. Press Next to move to the next dialog. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 15

FUNCTION POINT WORKBENCH 11. User Database Warning The User Database stores the existing user logon, administration rights and password of the each user. The User Database Warning is displayed if an existing User Database is found in the sub-folder FpwSys beneath the System Components drive and folder. If you are reinstalling or updating an existing copy of the FUNCTION POINT WORKBENCH and are using the same System Components drive and folder as in the previous installation, you can request to keep the existing User Database. To reuse the existing user logons, administration rights and passwords, select Yes to keep the existing User Database. If you select No then the existing User Database will be overwritten with an empty User Database and all existing user information will be lost. 12. Working Database Warning The Working Database is an empty FUNCTION POINT WORKBENCH Database for storing user Function Point Counts. The Working Database Warning is displayed if an existing FUNCTION POINT WORKBENCH Database is found in the sub-folder Data\MyData beneath the System Components drive and folder. If you are reinstalling or updating an existing copy of the FUNCTION POINT WORKBENCH and are using the same System Components drive and folder as in the previous installation, you can request to keep the existing Working Database. To keep the existing Working Database and the Function Point Counts it contains, select Yes. If you select No then the existing Working Database will be overwritten with a new, empty Working Database and all the Function Point Counts in the existing Working Database will be lost. 13. Example Database Warning The Example Database is a FUNCTION POINT WORKBENCH Database containing a set of example Function Point Counts. It is referenced extensively by the WORKBENCH tutorials. The Example Database Warning is displayed if an existing FUNCTION POINT WORKBENCH Database is found in the sub-folder Data\Example beneath the System Components drive and folder. If you are reinstalling or updating an existing copy of the FUNCTION POINT WORKBENCH and are using the same System Components drive and folder as in the previous installation, you can request to keep the existing Example Database. To keep the existing Example Database and the Function Point Counts it contains, select Yes. If you select No then the existing Example Database will be overwritten with a new Example Database. PAGE 16 Copyright: CHARISMATEK SOFTWARE METRICS

14. Program Folder Setup presents a default program folder in which FUNCTION POINT WORKBENCH icons will be created. You can either accept this folder by pressing Next or indicate an alternative folder by selecting another existing folder from the Existing Folders list or by entering a new folder at the Program Folder prompt. Press Next to move to the next dialog. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 17

FUNCTION POINT WORKBENCH 15. Start Copying Files Press Next to begin copying the FUNCTION POINT WORKBENCH files onto your PC. Press Back to review or change any of the options you have previously selected. PAGE 18 Copyright: CHARISMATEK SOFTWARE METRICS

16. Setup Complete Setup has now successfully installed the FUNCTION POINT WORKBENCH onto your PC. To view the README70.TXT additional documentation file, select the check box beside the View the README.TXT file prompt. Press Finish to complete the installation. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 19

FUNCTION POINT WORKBENCH 2. Standalone Licence Activation Your FUNCTION POINT WORKBENCH licence must be activated prior to your being able to use the WORKBENCH. To complete the licence activation, you will require your Registration Form with your Company Name and Licence Code. 1. FUNCTION POINT WORKBENCH Activation Procedure Ensure that you have Computer Administrator permissions so that the Licence Code can be written to the Registry. From the Start menu, open the Program Folder labelled Function Point WORKBENCH 7.0. Select one of the FUNCTION POINT WORKBENCH program icons to run the WORKBENCH. The first time you run the WORKBENCH, the following dialog will be displayed: Your registration form includes your Company Name exactly as you should enter it during product installation, e.g. Silver Tongue Software 0101. Your Company Name will be displayed as it was entered during installation. If you have not entered it exactly as it appears on your registration form, you can enter it now. Enter your Licence Code as it appears on your registration form and [OK]. If you have entered your Company Name and Licence Code correctly, the WORKBENCH will now present you with its standard logon screen. If the Licence Code is returned as blank after you press [OK], it is likely that you do not have Computer Administrator Permissions and so cannot update the Registry with the Licence Code. PAGE 20 Copyright: CHARISMATEK SOFTWARE METRICS

If there is a problem with your licence activation, one of the following errors will be reported. Use the error explanation below to determine what action to take to rectify the error. Message Please enter your Company Name and Licence Code exactly as they appear on your Registration Form. Licence has expired. Licence Code has wrong format. Licence Code invalid. Company Name invalid. Company Name and / or Licence Code is not valid for this Installation. Windows Product ID in Licence Code does not match the current machine. Invalid Licence Code Contact CHARISMATEK with Error No <Error No> and your Licence Code. Explanation The licence has never been entered, or has been deleted. This message also appears if you click the Licence button in the About dialog. The current date is later than the expiry date in the Licence Code. An invalid number of characters were entered in the Licence Code boxes. There must be exactly 16 characters entered 4 in each box. An invalid character was entered in the Licence Code boxes. Licence Codes are comprised of letters and digits, excluding L, 1, O and 0. The Company Name contained no alphanumeric characters at all. Company Names such as @!#$% are not allowed! The Company Name does not match the Licence Code. (By far the most common cause of activation errors is users not entering their company name exactly as it is specified on the Registration Form.) The WORKBENCH has been installed onto a PC with a different Windows Product ID than was supplied when the Licence Code was generated. If after checking that the Company Name and Licence Code you have entered match the values specified on your registration form, you still receive this error message, you will need to contact CHARISMATEK to have the problem resolved. In such a case, please make sure that you provide CHARISMATEK with your Serial Number, Company Name, Licence Code and the Error Number included in the error message. Doing this will enable CHARISMATEK to quickly resolve your problem and provide you with access to the WORKBENCH. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 21

FUNCTION POINT WORKBENCH 3. Standalone Licence Set Up Users Your standalone licence for the FUNCTION POINT WORKBENCH allows you to register a single user, by name, in the User Database. A user must be registered in the User Database before he or she can access the software. Access is gained via an individual Logon and, optionally, a Password. To setup your WORKBENCH User, you must first log on as ADMINISTRATOR. Note: In addition to the default ADMINISTRATOR, you can also designate your own WORKBENCH User Logon as an Administrator. 1. Start the FUNCTION POINT WORKBENCH. If you have any difficulty starting the WORKBENCH, refer to the section Trouble Shooting. 2. Logon as ADMINISTRATOR (upper case). The password for this initial logon is ADMINISTRATOR (not case sensitive). As ADMINISTRATOR, you will have limited access to the FUNCTION POINT WORKBENCH functionality, as evidenced by the contracted menu. 3. Select Utilities User Setup Modify Users. If you need further details of this function, press F1 for Help from the User List. PAGE 22 Copyright: CHARISMATEK SOFTWARE METRICS

4. Standalone Licence Edit Setup Files Utilities Edit Setup Files provides an interface to the Notepad editor to facilitate the editing of the files which control the FUNCTION POINT WORKBENCH environment. All files, with the exception of the fpwprefs.ini file, are in the FpwSys directory. (Users without access to the Notepad editor can edit the files directly using any text editor.) Edit fpw.ini The fpw.ini file contains the following sections: [Section] Description When Set Up / Modified [Paradox Engine] Processing Parameters During system installation [Licence] Company and Licence Details During system installation [User Name] Display Defaults During processing When you start up the FUNCTION POINT WORKBENCH, the software compares the fpw.ini parameter values for a number of the Paradox Engine parameters against those in the fpwprefs.ini. If the fpwprefs.ini values are in conflict (values are wrong or minimum values are not met), it will prompt the user to confirm that the fpwprefs.ini values can be refreshed from the fpw.ini. If confirmation is not given, the WORKBENCH will not start. Any editing of the fpwprefs.ini file will affect all WORKBENCH users. Edit fpwprefs.ini The fpwprefs.ini file contains a number of parameter values utilised by the FUNCTION POINT WORKBENCH. Edit tipofday.ini The tipofday.ini file contains Tip of the day help prompts that are displayed when the WORKBENCH is run. The existing tips can be modified and new tips can be added. Edit fpwbatch.ini The fpwbatch.ini file contains parameters for the WORKBENCH s Utilities Zip Database and Utilities Unzip Database commands. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 23

FUNCTION POINT WORKBENCH Network Licence Installation and Activation For a Network licence, the WORKBENCH is installed onto a network server. In addition, each workstation which will run the WORKBENCH must also run a Workstation installation which configures the Workstation to run the WORKBENCH from the server installation. For installation of the FUNCTION POINT WORKBENCH onto a network file server and workstations, there are 5 steps: Installation Steps 1. Network Licence Server Installation 2. Network Licence Workstation Installation Description Install your copy of the FUNCTION POINT WORKBENCH software on the network server. Run the Setup Installation for each individual workstation which is required to run the WORKBENCH. 3. Network Licence - Activation Activate the WORKBENCH on each workstation. 4. Network Licence Set Up Users Set up user logons, administration rights and passwords. 5. Network Licence Edit Setup Files Optionally, carry out advanced configuration of environmental variables 1. Network Licence - Server Installation 1. Network Licence Setup Program IT IS RECOMMENDED THAT THIS IS RUN FROM A WORKSTATION OF A USER SO THAT POINTERS TO DRIVES ARE SET UP CORRECTLY. IF THIS IS NOT POSSIBLE, THEN THESE POINTERS WILL HAVE TO BE ADJUSTED MANUALLY BEFORE LICENCE ACTIVATION. Installation from CD Place the Installation CD into your CD drive. The file INDEX.HTM located in the root folder of the Installation CD should open automatically in your web browser. If the file INDEX.HTM does not open automatically, use Microsoft Explorer or a similar program to navigate to it and open it manually. Run the Setup program. Click on the hyperlink Install Function Point WORKBENCH to run the Setup program. PAGE 24 Copyright: CHARISMATEK SOFTWARE METRICS

FUNCTION POINT WORKBENCH 2. Installation Access Permissions Warning The Installation Access Permission Warning is displayed if you are not currently logged on to Windows with Computer Administrator permissions. If this warning appears, it is recommended that you press No to exit from the Setup program, log off from Windows, logon again to Windows with Computer Administrator permissions and restart the Setup program. To determine whether you are logged on to Windows with Computer Administrator permissions, view the User Accounts control panel. This User Accounts control panel indicates that user David Cleary has Computer Administrator permissions and could therefore install the WORKBENCH whereas user Paul Walsh only has Limited Account permissions and therefore could not install the WORKBENCH. PAGE 26 Copyright: CHARISMATEK SOFTWARE METRICS

3. Welcome Read the Welcome dialog text carefully and then press Next to move to the next dialog. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 27

FUNCTION POINT WORKBENCH 4. Licence Information Complete the FUNCTION POINT WORKBENCH licence information: User Name The name of the person responsible for the software. Company Name The company name exactly as it appears on your Registration Form in the item Company Name. Serial Number The serial number exactly as it appears on your Registration Form in the item Serial Number. After successful installation, your company name will be displayed on the WORKBENCH background and your serial number will be displayed in the WORKBENCH About dialog. Press Next to move to the next dialog. You will not be able to proceed until you enter a valid serial number. PAGE 28 Copyright: CHARISMATEK SOFTWARE METRICS

5. Program Files Drive and Folder This is the location where the FUNCTION POINT WORKBENCH program files will be installed. Read & Execute access must be assigned to this folder. Setup presents a recommended location where the FUNCTION POINT WORKBENCH program files will be installed. The default drive is the first accessible network drive on your system. The default folder is \Fpw70. You can either accept this location by pressing Next or indicate an alternative location by pressing Browse and selecting an alternative drive and / or folder. Press Next to move to the next dialog. 6. Program Files Destination Warning The Program Files Destination Warning is displayed if your licence type does not match the selected Program Files destination drive type (i.e. with a network licence you have selected to install the software on a local drive). Selecting Yes will allow the mismatched program files installation to proceed. Selecting No will return you to the Program Files Drive and Folder dialog to select a new program files location. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 29

FUNCTION POINT WORKBENCH 7. System Components Drive and Folder Setup presents a default location where the FUNCTION POINT WORKBENCH system components including the FUNCTION POINT WORKBENCH databases will be installed. Full Control access must be assigned to this folder and its sub-folders as components may be created, modified or deleted during processing. The default System Component location is the same drive and folder where the Program Files are installed. If you have selected as your Program Files location the standard Windows program files location, typically C:\Program Files, or any of its sub-folders, then the default Systems Components location will be the folder \Fpw70 on the first accessible drive. This is to ensure that users have Full Control permission to access the Systems Components location. You can either accept the default location by pressing Next or indicate an alternative location by pressing Browse and selecting an alternative drive and / or folder. Press Next to move to the next dialog. PAGE 30 Copyright: CHARISMATEK SOFTWARE METRICS

8. Shared Database Control Drive and Folder This is the location for the Shared Database Control file which is used in the control of concurrent access by multiple users to data in the FUNCTION POINT WORKBENCH databases. Full Control access must be assigned to this folder. In addition, the folder must be accessible to all users of the WORKBENCH. The default Shared Database Control Drive and Folder is determined as follows: If there is an existing Shared Database Control File, this location is displayed If no existing Shared Database Control File is found, the the sub-folder FpwSys beneath the System Components folder nominated in the previous installation step is displayed. You can accept the default location or you can choose to indicate an alternative Database Control File location. Note: For access by multiple users to the Shared Database Control File, it is necessary to ensure that the server and each workstation accessing data, either: Map the same drive letter to the physical drive where the Shared Database Control File is located, for example, K:, or Refers to the physical drive where the Shared Database Control File is located using its UNC server and share names, for example, \\application_server\workbench_share. The shared database control file is named PDOXUSRS.NET. For further details see section Shared Database Control later in this guide. Press Next to move to the next dialog. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 31

FUNCTION POINT WORKBENCH 9. User Database Warning The User Database stores the existing user logon, administration rights and password of the each user. The User Database Warning is displayed if an existing User Database is found in the sub-folder FpwSys beneath the System Components drive and folder. If you are reinstalling or updating an existing copy of the FUNCTION POINT WORKBENCH and are using the same System Components drive and folder as in the previous installation, you can request to keep the existing User Database. To reuse the existing user logons, administration rights and passwords, select Yes to keep the existing User Database. If you select No then the existing User Database will be overwritten with an empty User Database and all existing user information will be lost. 10. Working Database Warning The Working Database is an empty FUNCTION POINT WORKBENCH Database for storing user Function Point Counts. The Working Database Warning is displayed if an existing FUNCTION POINT WORKBENCH Database is found in the sub-folder Data\MyData beneath the System Components drive and folder. If you are reinstalling or updating an existing copy of the FUNCTION POINT WORKBENCH and are using the same System Components drive and folder as in the previous installation, you can request to keep the existing Working Database. To keep the existing Working Database and the Function Point Counts it contains, select Yes. If you select No then the existing Working Database will be overwritten with a new, empty Working Database and all the Function Point Counts in the existing Working Database will be lost. 11. Example Database Warning The Example Database is a FUNCTION POINT WORKBENCH Database containing a set of example Function Point Counts. It is referenced extensively by the WORKBENCH tutorials. The Example Database Warning is displayed if an existing FUNCTION POINT WORKBENCH Database is found in the sub-folder Data\Example beneath the System Components drive and folder. If you are reinstalling or updating an existing copy of the FUNCTION POINT WORKBENCH and are using the same System Components drive and folder as in the previous installation, you can request to keep the existing Example Database. To keep the existing Example Database and the Function Point Counts it contains, select Yes. If you select No then the existing Example Database will be overwritten with a new Example Database. PAGE 32 Copyright: CHARISMATEK SOFTWARE METRICS

12. Start Copying Files Press Next to begin copying the FUNCTION POINT WORKBENCH files onto your system. Press Back to review or change any of the options you have previously selected. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 33

FUNCTION POINT WORKBENCH 13. Setup Complete Setup has now successfully installed the FUNCTION POINT WORKBENCH onto your server. To view the README70.TXT additional documentation file, select the check box beside the View the README.TXT file prompt. Press Finish to complete the installation. PAGE 34 Copyright: CHARISMATEK SOFTWARE METRICS

2. Network Licence Workstation Installation This procedure performs the installation configuration required to configure a workstation to run the FUNCTION POINT WORKBENCH from the server. This procedure must be run on each workstation that will access the FUNCTION POINT WORKBENCH from the server. This includes the server itself if you wish to access the FUNCTION POINT WORKBENCH via the server s own terminal. 1. Workstation Setup Program From the Start menu, select menu option Run, enter <Server installation program files folder>\setup\setup.exe at the Open prompt and press <Enter>. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 35

3. Microsoft.NET Framework 2.0 Warning The Microsoft.NET Framework 2.0 Warning is displayed if Microsoft.NET Framework 2.0 is not already installed on the workstation being setup to run the FUNCTION POINT WORKBENCH. If this warning appears, press Yes to download the Microsoft.NET Framework 2.0 from the Microsoft website and then restart the Setup program. Alternatively, you can install the.net Framework 3.0 or 3.5 since these Frameworks contain 2.0. They are, however, considerably larger to download and install. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 37

FUNCTION POINT WORKBENCH 4. Welcome Read the Welcome dialog text carefully and then press Next to move to the next dialog. PAGE 38 Copyright: CHARISMATEK SOFTWARE METRICS

5. Program Files Drive and Folder In order to create executable icons on the workstation, Setup needs to know where the FUNCTION POINT WORKBENCH Program Files have been installed. Setup first attempts to determine the location of the Program Files. If it can not find the Program Files, then Setup uses a folder called \FPW70 on the first accessible drive as the default destination location. You can either accept the suggested program files location by pressing Next or indicate an alternative location by pressing Browse and selecting an alternative drive and / or folder. Note: If you are unable to specify the location of the program files for any reason, you will still be able to partially complete the workstation installation. In such circumstances, however, it will not be possible to use the icon created later in the configuration to run the WORKBENCH. Press Next to move to the next dialog. 6. Program Files Location Warning The Program Files Drive and Folder Warning is displayed if the application does not exist in the folder selected in the FUNCTION POINT WORKBENCH program files folder. Selecting Yes will allow you to proceed with the workstation installation but will mean that it will not be possible to use the icon created to run the WORKBENCH. Selecting No will return you to the Program Files Drive and Folder dialog. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 39

FUNCTION POINT WORKBENCH 7. Install Pre-requisite Software Setup presents an opportunity to install or reinstall the pre-requisite software required to run the FUNCTION POINT WORKBENCH. Pre-requisite Software Not Currently Installed - To run the FUNCTION POINT WORKBENCH it is necessary to install the pre-requisite software. To install, select the checkboxes beside the appropriate Install Pre-requisite Software prompts and press Next. - If you choose not to install the pre-requisite software at this time, it will be necessary to install it at a later date in order to run the WORKBENCH. This can be done by rerunning the Setup program. Pre-requisite Software Currently Installed - If the pre-requisite software is already installed it is not necessary to reinstall it to run the WORKBENCH. If, however, you wish to reinstall any of the pre-requisite software, select the checkboxes beside the appropriate Reinstall Pre-requisite Software prompts and press Next. PAGE 40 Copyright: CHARISMATEK SOFTWARE METRICS

8. Program Folder Setup presents a default program folder in which a FUNCTION POINT WORKBENCH icon pointing to the WORKBENCH software and database will be created on the workstation. You can either accept this folder by pressing Next or indicate an alternative folder by selecting another existing folder from the Existing Folders list or by entering a new folder at the Program Folder prompt. Press Next to move to the next dialog. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 41

FUNCTION POINT WORKBENCH 9. Start Copying Files Press Next to begin copying the workstation installation files. Press Back to review or change any of the options you have previously selected. PAGE 42 Copyright: CHARISMATEK SOFTWARE METRICS

10. Setup Complete Setup has now successfully configured a workstation to run the FUNCTION POINT WORKBENCH previously installed onto the server. Press Finish to complete installation. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 43

FUNCTION POINT WORKBENCH 3. Network Licence Activation Your FUNCTION POINT WORKBENCH licence must be activated prior to you being able to run the WORKBENCH from a specific Workstation. To complete the licence activation, you will require the your Registration Form with your Company Name and Licence Code for the Workstation. 1. FUNCTION POINT WORKBENCH Activation Procedure Ensure that you have Computer Administrator permissions so that the Licence Code can be written into the Registry. From the Start menu, open the Program Folder labelled Function Point WORKBENCH 7.0. Select the FUNCTION POINT WORKBENCH program icon to run the WORKBENCH. The first time you run the WORKBENCH, the following dialog will be displayed: Your registration form includes your Company Name exactly as you should enter it during product installation, e.g. Silver Tongue Software 0101. Your Company Name will be displayed as it was entered during installation. If you have not entered it exactly as it appears on your registration form, you can enter it now. Enter your Licence Code as it appears on your registration form and [OK]. If you have entered your Company Name and Licence Code correctly, the WORKBENCH will now present you with its standard logon screen. If the Licence Code is returned as blank when you press [OK], it is likely that you do not have Computer Administrator permissions and cannot update the Registry. PAGE 44 Copyright: CHARISMATEK SOFTWARE METRICS

If there is a problem with your licence activation, one of the following errors will be reported. Use the error explanation below to determine what action to take to rectify the error. Message Please enter your Company Name and Licence Code exactly as they appear on your Registration Form. Licence has expired. Licence Code has wrong format. Licence Code invalid. Company Name invalid. Company Name and / or Licence Code is not valid for this Installation. Network Licence Type Mismatch. Network Licence Type is Machine Independent but the entered Licence Code is for a Machine Dependent Network Licence Type. Network Licence Type Mismatch. Network Licence Type is Machine Dependent but the entered Licence Code is for a Machine Independent Network Licence Type. Windows Product ID in Licence Code does not match the current machine. Invalid Licence Code Contact CHARISMATEK with Error No <Error No> and your Licence Code. Explanation The licence has never been entered, or has been deleted. This message also appears if you click the Licence button in the About dialog. The current date is later than the expiry date in the Licence Code. An invalid number of characters were entered in the Licence Code boxes. There must be exactly 16 characters entered 4 in each box. An invalid character was entered in the Licence Code boxes. Licence Codes are comprised of letters and digits, excluding L, 1, O and 0. The Company Name contained no alphanumeric characters at all. Company Names such as @!#$% are not allowed! The Company Name does not match the Licence Code. (By far the most common cause of activation errors is users not entering their company name exactly as it is specified on the Registration Form.) The software s Network Licence Type is Machine Independent but the entered Licence Code is for a Machine Dependent Network Licence Type. The software s Network Licence Type is Machine Dependent but the entered Licence Code is for a Machine Independent Network Licence Type. In the case of a Machine Dependent Network Licence Type, the Windows Product ID entered as a suffix on the Company Name does not match the current workstation Windows Product ID. If after checking that the Company Name and Licence Code you have entered match the values specified on your registration form, you still receive this error message, you will need to contact CHARISMATEK to have the problem resolved. In such a case, please make sure that you provide CHARISMATEK with your Serial Number, Company Name, Licence Code and the Error Number included in the error message. Doing this will enable CHARISMATEK to quickly resolve your problem and provide you with access to the WORKBENCH. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 45

FUNCTION POINT WORKBENCH 4. Network Licence Setup Users Your network licence for the FUNCTION POINT WORKBENCH allows you to register a specific number of users, by name, in the User Database. A user must be registered in the User Database before he or she can access the software. Access is gained via an individual Logon and Password. To setup your first user, you must log on as ADMINISTRATOR. Note: In addition to the default Administrator you can also designate your own WORKBENCH Users as Administrators. The procedures described here allow the setting up of the user logons, administration rights and passwords using the ADMINISTRATOR access. 1. Start the FUNCTION POINT WORKBENCH. If you have any difficulty starting the WORKBENCH, refer to Trouble Shooting. 2. Logon as ADMINISTRATOR (upper case). The password for this initial logon is ADMINISTRATOR (not case sensitive). As ADMINISTRATOR, you will have limited access to the FUNCTION POINT WORKBENCH functionality. 3. Select Utilities User Setup Modify Users. If you need further details of this function, press F1 for Help from the User List. PAGE 46 Copyright: CHARISMATEK SOFTWARE METRICS

5. Network Licence Edit Setup Files Utilities Edit Setup Files provides an interface to the Notepad editor to facilitate the editing of the files which control the FUNCTION POINT WORKBENCH environment. All files (with the exception of the fpwprefs.ini file) are in the FpwSys directory. (Users without access to the Notepad editor can edit the files directly using any text editor.) Edit fpw.ini The fpw.ini file contains the following sections: [Section] Description When Set Up / Modified [Paradox Engine] Processing Parameters During system installation [Licence] Company and Licence Details During system installation [User Name] Display Defaults During processing When you start up the FUNCTION POINT WORKBENCH, the software compares the fpw.ini parameter values for a number of the Paradox Engine parameters against those in the User fpwprefs.ini. If the fpwprefs.ini values are in conflict (values are wrong or minimum values are not met), it will prompt the user to confirm that the fpwprefs.ini values can be refreshed from the fpw.ini. If confirmation is not given, the WORKBENCH will not start. Any editing of the fpw.ini file will affect all WORKBENCH users. Edit fpwprefs.ini The fpwprefs.ini file contains a number of parameter values utilised by the FUNCTION POINT WORKBENCH. Any editing of the fpwprefs.ini file will affect all WORKBENCH users. Edit tipofday.ini The tipofday.ini file contains Tip of the day help prompts that are displayed when the WORKBENCH is run. The existing tips can be modified and new tips can be added. Any editing of the tipofday.ini file will affect all WORKBENCH users. Edit fpwbatch.ini The fpwbatch.ini file contains parameters for the WORKBENCH s Utilities Zip Database and Utilities Unzip Database commands. Any editing of the fpwbatch.ini file will affect all WORKBENCH users. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 47

FUNCTION POINT WORKBENCH Installation Procedures Partial Installation Use the System Installation procedure to reinstall or update an existing FUNCTION POINT WORKBENCH installation. The installation procedure provides adequate warnings and messages to ensure that you don t inadvertently overwrite or delete any existing WORKBENCH components that you don t want updated. PAGE 48 Copyright: CHARISMATEK SOFTWARE METRICS

Installation Procedures System Uninstallation Standalone Licence Uninstall Procedure This section outlines the steps required to uninstall the FUNCTION POINT WORKBENCH from a standalone PC. If you have a network licence installation of the WORKBENCH, then you should see Network Licence Uninstall Procedure for uninstall instructions. Notes In order to uninstall the FUNCTION POINT WORKBENCH from a standalone PC it is necessary to ensure that you are logged on to the PC with Windows Computer Administrator permissions. You can not use the Windows Add or Remove Programs control panel application to uninstall the WORKBENCH. 1. Delete the FUNCTION POINT WORKBENCH files from your PC s hard drive. a. Using Microsoft Explorer (or an equivalent tool) locate the folder on your hard drive where the WORKBENCH Program Files were installed. If during installation you accepted the default locations, this folder is likely to be found in the root of your hard drive and be named FPW70. b. Move the WORKBENCH Program Files folder and all its contents to the Windows Recycle Bin. Warnings If during installation you specified non-default locations for the System Components or the Shared Database Control that is, locations that were not sub-folders of the WORKBENCH s Program Files folder then it is also necessary to locate those folders and move them and their contents into the recycle bin. If you wish to keep any WORKBENCH databases that you have created, you should make sure that the database folders are not sub-folders of the WORKBENCH Program Files folder before those folders are deleted. 2. Delete the FUNCTION POINT WORKBENCH menu items from your PC s Start Menu. a. Using Microsoft Explorer (or an equivalent tool) locate the Start Menu folder where the WORKBENCH menu items are specified. The Start Menu folder will be named Function Point WORKBENCH 7.0. b. Move the WORKBENCH Start Menu folder and all its contents to the Windows Recycle Bin. Copyright: CHARISMATEK SOFTWARE METRICS PAGE 49

FUNCTION POINT WORKBENCH Network Licence Uninstall Procedure This section outlines the steps required to uninstall the FUNCTION POINT WORKBENCH from a network file server. If you have a standalone licence installation of the WORKBENCH, then you should see Standalone Licence - Uninstall Procedure for uninstall instructions. Notes In order to uninstall the FUNCTION POINT WORKBENCH from a server it is necessary to ensure that you are logged on to the server, and to any workstations that are utilised to access the network installation of the WORKBENCH, with Windows Computer Administrator permissions. You can not use the Windows Add or Remove Programs control panel application to uninstall the WORKBENCH. 1. Delete the FUNCTION POINT WORKBENCH files from your server s hard drive. a. Using Microsoft Explorer (or an equivalent tool) locate the folder on the network server s hard drive where the WORKBENCH Program Files were installed. If during installation you accepted the default locations, this folder is likely to be found in the root of the network file server s hard drive and be named FPW70. b. Move the WORKBENCH Program Files folder and all its contents to the Windows Recycle Bin. Warnings If during installation you specified non-default locations for the System Components or the Shared Database Control that is, locations that were not sub-folders of the WORKBENCH s Program Files folder then it is also necessary to locate those folders and move them and their contents into the recycle bin. If you wish to keep any WORKBENCH databases that you have created, you should make sure that the database folders are not sub-folders of the WORKBENCH Program Files folder before those folders are deleted. 2. Delete the FUNCTION POINT WORKBENCH menu items from the Start Menu on each of the workstations used to access the WORKBENCH installation on the server. a. Using Microsoft Explorer (or an equivalent tool) locate the workstation s Start Menu folder where the WORKBENCH menu items are specified. The Start Menu folder will be named Function Point WORKBENCH 7.0. b. Move the WORKBENCH Start Menu folder and all its contents to the Windows Recycle Bin. PAGE 50 Copyright: CHARISMATEK SOFTWARE METRICS