Computer Based Examinations

Computer Based Examinations CBE V24.0 Installation Instructions New CBE Centres This document is intended for new centres that are installing the complete ACCA CBE system for the first time. If you are an existing centre, installing the latest versions of the ACCA CBE software to ensure exams run after 20 September 2017, please refer to the document CBE V24.0 Installation Instructions Existing CBE Centres V24.0 Last updated 22 September 2017

Table of Contents Table of Contents... 2 1 Introduction... 3 2 Where to Install... 4 3 Pre-Installation Checklist... 6 4 Installation Overview... 7 5 The Installation Process... 8 6 Testing your Installation... 27 Appendix 1 - Maintenance and Support... 31 Appendix 2 - Downloading the Installer... 32 Appendix 3 - Extracting the Installer... 34 Appendix 4 - Sharing and Security... 37 Appendix 5 - Identifying the Location for the SNA Installation... 42 V24.0 Last updated 22 September 2017 2

1 Introduction You are now going to install the ACCA Computer Based Examinations system. This system has three key components: CBE File Server Installation SNA (Secure Network Administrator) Examiner These are the components you are ready to install. They are shown in this diagram The Online Administration System is a website that runs through a standard web-browser and does not need any installation. V24.0 Last updated 22 September 2017 3

2 Where to Install CBE File Server Installation component The CBE File server component includes the files required for installing and running the ACCA CBE system, and also the storage facility for student results. During the installation you will be asked to create a file share. Please refer to document CBE Architectural Overview and System Requirements for full details on the file server Server name 1) Identify the file server where you plan to create the share during the setup process. Secure Network Administrator (SNA) SNA is the program that the Examinations Co-ordinator will use to download tokens created on the Online Administration System. Please refer to document CBE Architectural Overview and System Requirements for the related minimum technical requirements, and Appendix 5 for information as to where SNA should be installed. PC name and location 2) Identify the PC where SNA will be installed. V24.0 Last updated 22 September 2017 4

Examiner Examiner is the program that the students use to sit their exam. Please refer to document CBE Architectural Overview and System Requirements for the related minimum technical requirements. PC s / locations 3) Identify the PC(s) where Examiner will be installed. NOTE: If you need to change your hardware at any time after the CBE software has been installed, or you wish to change the location of any part of the software, the CBE team must be contacted at cbe@accaglobal.com. The CBE team will tell you how to make sure that your examinations continue to run smoothly after the changes have been made. V24.0 Last updated 22 September 2017 5

3 Pre-Installation Checklist Have you Full administrator rights to install the software? Checked document CBE Architectural Overview and System Requirements to ensure your systems meet ACCA s Minimum Technical Requirements? Read Appendix 5 to ensure you know where best to install SNA? Access to the workstations on which you wish to carry out the installation? Valid ACCA Username and Passwords to hand? (available from the Examinations Co-ordinator) Have you Checked that all student workstations are linked to a printer? Checked that no other programs are running before installation takes place? Checked on all workstations that the Regional Settings are set to English (United Kingdom)? Ensured that if students are logging in with their individual profiles, the regional settings above are not over-written? This should be part of the User Group policy. V24.0 Last updated 22 September 2017 6

4 Installation Overview Here you see the steps you go through to install the full CBE system. V24.0 Last updated 22 September 2017 7

5 The Installation Process 5.1 Download the Software NOTE: The CBE File server component needs to be installed by an administrator with full control to perform the installation. 1) Download the software from the Online Administration System. 2) You should already have identified the server where the CBE File Server components will be installed. Go to this server and place the ACCA CBE File Server Setup V24_0.exe file onto the desktop. NOTE: If you are unable to download the.exe file there is an alternative link to an.zip file It is recommended that Google Chrome is used to download this. If required, full download instructions are provided in Appendix 2 Extract the files from the ZIP. If required, full instructions are available in Appendix 3 V24.0 Last updated 22 September 2017 8

5.2 Install the File Server Component 1) Ensure that you are at the file server where the server files are to be installed. 2) Right click on ACCA CBE File Server Setup V24_0.exe and select Run as administrator to start the installation. 3) A user account message will appear, click yes to continue V24.0 Last updated 22 September 2017 9

4) On the welcome screen click Next 5) It is recommended that the default location is used for the installation. Click Next V24.0 Last updated 22 September 2017 10

The file server component is now installed. Click Finish 6) When installation has finished, the CBE Share will open automatically, as shown here V24.0 Last updated 22 September 2017 11

5.3 Sharing and Security In order for the CBE system to run correctly, it is important that you set correct file and sharing permissions. 1) Share the CBE Share folder on the file server and name it CBE Share. Make sure you apply full permissions to the share for all users. 2) You may wish to set specific user permissions for each file and folder within the share. You can see the minimum required allow permissions here The CBE server user needs to be an administrator with full control to run the system. Examinations Co-ordinator (The user who uses SNA) CBE Share CBE Share \configs\ CBE Share \configs\acca24_0.cfg CBE Share \ResultsFiles CBE Share \ResultsFilesBackup\ Full Control Modify Read & Execute List Folder Contents Read Write Special Permissions Details on how to share and how to set permissions are shown in Appendix 4. Student (The user who uses Examiner) Full Control Modify Read & Execute List Folder Contents Read Write Special Permissions CBE Share CBE Share \configs\ CBE Share \configs\acca24_0.cfg CBE Share \ResultsFiles CBE Share \ResultsFilesBackup\ V24.0 Last updated 22 September 2017 12

5.4 Install Secure Network Administrator from the Shared Location on the File Server You have: - set up the share (CBE Share folder) on the server and taken note of the server name - ensured that Examiner and SNA are able to communicate across the network using TCP-IP on port 19284 - identified the PC you want SNA to be installed and run from (refer to Appendix 5). NOTE: The SNA component needs to be installed by an administrator with full control to perform the installation. If you do not have the rights to complete this action, the installation may not be successful. 1) Go to the PC where you wish to install SNA. 2) From this PC, navigate to your CBE share folder on the server as follows: - Open My Computer - In the Address Bar enter \\<YOUR_SERVER'S_NAME>\CBE Share, select Enter - You may see a window asking for your username and password - If you do, enter these and ensure that you check 'Remember my password'. This will open the CBE Share folder, as shown here 3) Right click the V24.0 ACCA SNA Setup.exe file and select Run as Administrator. V24.0 Last updated 22 September 2017 13

A user account message will appear, click yes to continue If you see this message, please check that you have followed step 2 correctly. NOTE: It is vital that you install SNA from your CBE Share folder on the server. If you see this message, please terminate SNA before proceeding. V24.0 Last updated 22 September 2017 14

On the Welcome screen: Click Next V24.0 Last updated 22 September 2017 15

Choose default, or browse to the required location. Click Next. The SNA component is now complete, click Finish. V24.0 Last updated 22 September 2017 16

5.5 Run SNA for the First Time to Save Required Settings 1) To run SNA, go to: Start -> All Programs -> ACCA CBE -> ACCA SNA V24.0 NOTE: The screenshot presented may differ between operating systems SNA will now connect to the web server. If the SNA setup wizard cannot connect to the web server a communication error dialogue box is displayed. Please refer to the ACCA Troubleshooting Guide on the Online Administration System to resolve the issue before continuing. If connection is successful, the Welcome Screen of the SNA setup wizard, shown opposite, is displayed. 2) Click Next. V24.0 Last updated 22 September 2017 17

3) Enter the login details used previously to access the Online Administration System. These are available from the Examinations Co-ordinator. 4) Click on the Next button, which becomes enabled after you enter your login details. The wizard will then show the screen opposite, confirming the name of the Location created for you by ACCA. This Location allows you to install and run SNA on one workstation. 5) Please read the instructions on screen and click Next NOTE: As soon as you click Next the workstation details will be recorded, restricting the use of SNA to this workstation only. If a login error occurs, the possible reasons are outlined in the Troubleshooting Guide on the Online Administration System. You will not be able to continue with the setup until the problem is resolved. V24.0 Last updated 22 September 2017 18

The results folders screen will now appear. The software will automatically store results to a primary results location, named ResultFiles within the server installation folder. You will also be asked to select a results backup folder. 6) Click on the Open Folder icon on the right hand side of the blue box, and browse to the desired location. 7) Create a folder, preferably on a separate physical drive, to be used as a backup result file storage location. You must create the folder on a network drive. 8) Click OK. 9) Once happy with your selection, click Next on the screen displayed. NOTE: Students must have the correct permissions to write to both the Result and Result Backup paths (otherwise the exams will not start). The required permissions are described in the Section 5.3 Sharing and Security. NOTE: Once this part of the process has been completed, you must NOT move the folders ResultFiles or ResultFilesBackup, as this will cause problems with results being saved and uploaded. If you have to change the location of ResultFiles or ResultFilesBackup folders after they have been set, please contact ACCA by using the technical support request form on the Online Administration System, or by e-mail at cbe@accaglobal.com. V24.0 Last updated 22 September 2017 19

The system will verify and confirm your result folder locations. 10) Click Next 11) Click Finish to move on to the main SNA window. V24.0 Last updated 22 September 2017 20

11) Click Finish to move on to the main SNA window. V24.0 Last updated 22 September 2017 21

The main SNA window is shown opposite. This has three tabs and each is updated at various stages throughout the examination process. The CBE Centre User Guide provides detailed information regarding the operation of SNA. You have now completed the installation of the SNA part of the system. 12) To completely exit the SNA window: - right-click on the icon as shown opposite, which is located in the task bar in the bottom right-hand corner of your screen; and - select 'Terminate' from the pop-up menu. NOTE: SNA should be terminated after all results have been uploaded, after each exam session/at the end of the day. V24.0 Last updated 22 September 2017 22

5.6 Install Examiner from the Shared Location on the File Server You have: - set up the share (CBE Share folder) on the server and taken note of the server s name - ensured that Examiner and SNA are able to communicate across the network using TCP-IP on port 19284 - identified the PCs you want Examiner to be installed and run from. NOTE: The Examiner component needs to be installed by an administrator with full control to perform the installation. If you do not have the rights to complete this action, the installation may not be successful. 1) Go to each of these PCs, and in turn follow the steps below. 2) Navigate to your CBE share folder on the server as follows: - Open My Computer, in the Address Bar enter: \\<YOUR_SERVER S_NAME>\CBE Share, select Enter - You may see a window asking for username and password - If you do, enter these details and ensure that you check Remember My Password This will open the CBE share folder, as shown here 3) Right click the V24.0 ACCA Examiner Setup.exe file and select Run as administrator V24.0 Last updated 22 September 2017 23

A user account message will appear, click Yes to continue If you see this message, please check that you have followed step 2 correctly. NOTE: It is vital that you install Examiner from your CBE Share folder on the server. V24.0 Last updated 22 September 2017 24

4) At the welcome screen click Next 5) Click Next or browse to other location V24.0 Last updated 22 September 2017 25

On completion, select Finish NOTE: Ensure you have installed a printer on all PCs. This cannot be done while Examiner is running, so if you haven t done it before your first exam session then the students will not be able to print the provisional result notifications V24.0 Last updated 22 September 2017 26

6 Testing your Installation To complete the installation process, a system test must be carried out on each student workstation. This is required to ensure that the software has been installed properly, that SNA and Examiner operate as they should, that provisional result notifications can be printed and that results are uploaded. You will not be charged for the test tokens created. Step 1 - Create Test Token Online Administration System Log onto the Online Administration System using the login previously used. From the Main Menu, go to Examinations / Access for Test Students. Select the Student John Smith who has already been registered with your centre. Select the Examination Web System Test Exam. Set the Start Date of the token, which must be adjusted to GMT. As this is a test token, you may leave the start time as default if you are going to test the system straight away. The token will be valid for 12 hours. Note: For live exam tokens, the token start times have to be adjusted according to GMT. We recommend that one hour is subtracted from this GMT-adjusted start time to allow for download in SNA. Step 2 - Download Token in SNA Start SNA by selecting Start > All Programs > ACCA CBE > ACCA SNA v24.0. Enter the valid login details previously used. Select Refresh Token Display within the main SNA window. If the token is time valid it will appear on the SNA window. SNA should show the details of the test student and associated token for a test exam. Note: Before Examiner software is run on a student workstation, SNA must be running on the SNA workstation. V24.0 Last updated 22 September 2017 27

Step 3 - Run Examiner to test that it has been successfully installed Go to the student workstation. Go to: Start > All Programs > ACCA CBE > ACCA Examiner v24.0. The login window shown is displayed: Enter the ACCA Registration Number: 0001000 Enter the Date of Birth: 01/January/1930 Click Log In. Select the exam name Web System Test Exam Select to confirm that the personal details and examination are correct. Click Continue. V24.0 Last updated 22 September 2017 28

Click the Next arrow through the instruction screens. Click on Start Exam Answer some questions. Exit Exam. Print a copy of the provisional result notification to ensure that the workstation is connected to the correct printer. Click Exit. V24.0 Last updated 22 September 2017 29

Step 4 Upload Result in SNA Go to the SNA workstation. SNA should confirm that the result has been successfully uploaded. Click Refresh Token Display to remove uploaded token from SNA. Step 5 Repeat the above steps on all Student workstations If any issues arise during the testing process, these must be addressed prior to holding any live examinations. The installation and testing process is now complete. NOTE: If you need to change your hardware at any time after the CBE software has been installed, or you wish to change the location of any part of the software, the CBE team must be contacted at cbe@accaglobal.com. The CBE team will tell you how to make sure that your examinations continue to run smoothly after the changes have been made V24.0 Last updated 22 September 2017 30

Appendix 1 - Maintenance and Support 1.1 Software Updates ACCA shall regularly update the question database. From time to time, there may also be requirements to ask centers to update the full CBE system. This will involve downloading updated versions of the software and performing reinstallations on some/all workstations. Full instructions will be provided at the time of each required update. We will provide advance notice to centers to confirm when this must be done. 1.2 Support If you experience any problems when installing or testing the software, or have any questions, please contact us in one of two ways: By e-mail at cbe@accaglobal.com By using the Technical Support Request form on the CBE online administration system. Please note that support is currently available between the hours of 9.00 am to 5.00 pm UK time, Monday to Friday (with the exception of UK public holidays). V24.0 Last updated 22 September 2017 31

Appendix 2 - Downloading the Installer Download the.zip File onto your Server Carry out these instructions on the File Server that will hold the ACCA Shared Folder. In some cases it will not be possible to download the file using the internet browser on the Server. In this case you can download the file on any computer with access to the Online Administration System and then move the file to the server using a USB Pen Drive or by copying it to the server over the network. 1) Open a web browser - It is recommended that Google Chrome is used. 2) Go to the Online Administration System (as shown opposite) http://cbe.accaglobal.com/cbe/coordinator.dll/login?alias=cbe 3) Log in to the Online Administration System using the login details supplied by ACCA to the Examinations Co-ordinator. 4) Click the link for the.zip file this can be found under the link for the.exe This will give you the option to download the file. V24.0 Last updated 22 September 2017 32

5) Select Save. NOTE: The screen shots presented in this Appendix may differ between the operating systems. 6) You will then be able to browse to the location that you wish to save the file to. 7) If you have not carried out these instructions on the file server you will need to move the file to the file server now. 8) If you require instructions for extracting the software go to Appendix 3. If you know how to extract the software, please do this and then go to Step 5.2 'Install the File Server Component' V24.0 Last updated 22 September 2017 33

Appendix 3 - Extracting the Installer Extracting the software The decompressed installer can be opened using one of the following tools: WinZip V8.0 or above; or Windows 7 or Windows 8.1 compression facility Or similar compatible application Decompressing/unzipping the file may take some time. This document will show an example of extracting the zip using Windows Compressed (zipped) Folders Utility. NOTE: The screen shots presented in this Appendix may differ between the operating systems. 1) Right click the ZIP File and select Extract All... V24.0 Last updated 22 September 2017 34

This will open the Extraction Wizard. 2) Click Next. By default the files will extract to the same location that the ZIP File is sitting, which should be the desktop. 3) Click Extract. When the extraction is finished you will be presented with the Extraction Complete Screen. 4) Make sure that Show Extracted Files when complete is checked, as shown here 5) Click Extract. V24.0 Last updated 22 September 2017 35

You will then be presented with the V24.0 ACCA CBE File Server Setup.exe file. 6) Go to Step 5.2 'Install the File Server Component'. V24.0 Last updated 22 September 2017 36

Appendix 4 - Sharing and Security NOTE: The screen shots presented in this Appendix may differ between the operating systems. To share the CBE Share folder and apply the required security: 1) Right click the CBE Share folder. 2) Select Share with then Advanced Sharing... in Windows 7 and Windows 8.1 This will open a Properties Window for the CBE Share folder on the Sharing Tab. (In Windows 7, you need to click the Advanced Sharing... button as shown) V24.0 Last updated 22 September 2017 37

Ensure that you leave the Share name as CBE Share and that Maximum allowed is selected. 3) Click the Permissions button. This will open the Share Permissions window, as shown here The user Everyone will already be present in the Group or user names section. 4) Check Allow for Full Control so that all three check boxes become ticked. This is only setting the share permissions for access to the CBE Share share, not to any specific files or folders, so do not worry that you are giving all users access to files on your network. 5) Now click Apply and then OK. You will now be back at the Sharing Tab. V24.0 Last updated 22 September 2017 38

6) Click on the Security Tab. A window, similar to the screen opposite, will be shown. (In Windows 7, Click Edit... as shown) 7) Click the Add... button. V24.0 Last updated 22 September 2017 39

A window, similar to the screen opposite, will be shown. There are two users that you have to specifically set 'allow' permissions for: Examinations Coordinator (user that will run SNA) Students (users that will use Examiner) As an example, this document will now show how to set permissions for the SNA Administrator User on the CBE Share folder on a domain named ACCA_CBE.local. This user is called: SNA_Admin.ACCA_CBE.local 8) Type in the username of the SNA user, shown here as SNA_Admin. Then click the Check Names button. NOTE: Check with your IT Department regarding the correct user to use. You may be asked for a username and password to authenticate this action. If you have sufficient rights to set user permissions, then the SNA username should become underlined. 9) Click OK. V24.0 Last updated 22 September 2017 40

You will now be taken back to the Security Tab on the properties of the CBE Share folder. The user SNA_Admin has been added to the list Group or user names: 10) You can tick which permissions you wish to set for this user on this folder. It is advised NOT to set any Deny permissions. 11) The steps above should be carried out for the Students User login, and for each file and folder that you wish to set specific user permissions to. V24.0 Last updated 22 September 2017 41

Appendix 5 - Identifying the Location for the SNA Installation Take the following into consideration when you decide where SNA should be installed (this decision should be taken by the IT dept and the Examinations Coordinator): SNA will be used by the Examinations Co-ordinator/Administrator/Invigilator to download the access tokens previously created on the online administration system. SNA can also be used to check access tokens and monitor examination activity. SNA must be running before and during the exam, and immediately after the exam to allow upload of results. The internet must be running continuously on the SNA workstation at least before and during the exam, and immediately after the exam to allow upload of results. Once installed and run once, the PC details are recorded by the software and this restricts SNA from being run on any other workstation.* The Examinations Co-ordinator/Administrator/Invigilator should all have access to this workstation and their login should provide full access to the SNA program. SNA must not be accessible to students, so if installed on a workstation in an examination room, this must never be used by a student to take examinations. Where you have more than one examination room, SNA can still only be run from the one workstation it was installed to, so this workstation must be in close proximity to all rooms to make the checking and examination administration easier. SNA must be terminated after each examination session has ended. * As SNA can only be run on one PC, it is important that you choose the workstation carefully, as when the software has been run once and settings saved, you cannot move the SNA installation without contacting ACCA. V24.0 Last updated 22 September 2017 42