Differences

This shows you the differences between two versions of the page.

--- windward_report_viewer_-_installation [2017/07/20 13:45 (7 years ago)] – drogall
+++ windward_report_viewer_-_installation [2017/07/21 15:07 (7 years ago)] (current) – drogall
@@ Line 1: / Line 1: @@
-====== Windward Report Viewer Installation ======
+====== Windward Report Viewer Installation and Setup ======
@@ Line 6: / Line 6: @@
 ===== Summary =====
-The following is an explanation for installing the Windward Report Viewer on a local workstation.
+The following is an explanation for installing the Windward Report Viewer on a local workstation and for the setup of the supporting structures.
 The Windward Report Viewer is a report viewing application that is external to System Five and is required to view and use some of the reports available within System Five.
+Applicable to System 5 version 6.2.2.37 UP
+====== Directory Setup for the Dataset ======
+  - Navigate to the Share folder in the dataset folder (this is the same folder that contains the '_datafiles' folder)
+  - Ensure that there is a folder called 'Reports' there.  If not, create the folder.
+  - Navigate into the 'Reports' folder
+  - Ensure that there is a folder called 'Custom Reports' there.  If not, create the folder.
+===== Report Files =====
-===== Requirements =====
+  - Locate the report files you would like to use (.repx extension)
-Power User Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write access
+  - Copy and Paste the report files into the 'Reports/Custom Reports' folder created in the earlier steps
+  <note important>There are sample report files attached to this Wiki page. The files are compressed and must be unzipped before use</note>
+  - Sample "Profit and Loss by Job" report {{ :install:profit_loss_by_job_report.zip | Profit Loss By Job Report}}
+  - Sample "Shipment Info" report {{ :install:shipment_info_report.zip | Shipment Info Report}}
-== Please ensure that there are no spaces in the directory names for Windward files ==
-Applicable to Pervasive 11 & System 5 version 6.0 UP
+====== Installation of the Windward Report Viewer ======
-**Checklist Before Calling Customer:**
+  - Open a web browser (Google Chrome, for example) and navigate to the following URL:
+[[http://www.windwardcloud.com/applications/ReportViewer/publish.htm|Windward Report Viewer]]
-    *  If NEW Install - check Comment Tab or Prob Tab for Pervasive Key
+  - Click on the 'Install' button
-    *  Prepare System5 License Code (can use copy on Clipboard)
+  - Accept the download of the 'setup.exe' file and wait for the download to complete
-    *  Part to Bill the Ticket - Sup-INSTALL Installation Support
+  - Run the 'setup.exe' file
-    *  Support Plan - Installation Software Installation
+  - Follow the installation process presented
-    *  Category - Databases
+  - Click on the red X button to close the Windward Report Viewer
-    *  Open Installation checklist of the customer record (must fill this out when taking the call)
+  <note important>If you encounter a warning screen that does not seem to give any option for continuing the installation, look for the link labeled 'Click for More Info'.  Click the link and then click 'Install Anyway'</note>
-    *  Make sure to know what Template to use if not sure you can verify with the customer's Implementation Specialist or your GL
+====== SQL Setup in System Five ======
-====== Microsoft Server 2003 Directory Preparation for Installation ======
+  - Run System Five and log in
+  - Go to Setup Tools->Setup Wizard->Network Settings->Pervasive.SQL Databases
+  - Make sure that this section is setup properly
+    - Check the checkbox labeled 'System Five DSN (Data Source Name)
+    - Enter the correct Pervasive Server name
+    - Click the 'Get List' button
+    - Choose the correct database from the drop-down list
+    - Click the 'Test DSN' button and confirm that you see a Success message
+  - Click the 'Close' button to exit the Setup Wizard
+====== Confirmation of Proper Installation ======
-  - On the ROOT of your C:\ drive, create a new folder named 'Windward'. Alternatively, if you have a second hard drive installed in your computer, creating a 'Windward' folder on the ROOT of that drive would also be acceptable.
+  - Run System Five and log in
-  - Within the newly created '[Drive]:\Windward' folder, create a folder named 'Temp'
+  - In the Navigator, click on the 'Reports' navigator item
-  - Browse to CD and copy the '[CD]:\PVSW_nt' folder to the '[Drive]:\Windward\Temp' folder you just created.
+  - Confirm that an item with the same name as the report file name exists
-  - Browse to the CD to the '[CD]:\System5\Bin' folder and copy the Install.exe file to your '[Drive]:\Windward\Temp' folder
+  - Click on the report item
-<note>Video Walkthrough: [[Srv2k3prep|Server Preparation]]</note>
+  - Wait while the Windward Report Viewer loads
-===== Additional information =====
-Please ensure that you setup your directories exactly as outlined in this document to ensure proper function of PervasiveSQL and Windward Systemfive synchronization utility.
-====== PervasiveSQL Server Installation on Microsoft Server 2003 ======
-<note>Video Walkthrough: [[2k3PervServ|Pervasive Server Installation]]</note>
-     - Browse to the [Drive]:\Windward\Temp folder you previously created and copied your installation files to.
-     - Launch your PervasiveSQL server Installation
-     - Proceed with a 'Custom' install
-     - Change the installation directory to [Drive]:\Windward\PVSW
-     - Follow the prompts until installation is complete
-     - Apply Pervasive License Key
-====== SystemFive Installation on Microsoft Server 2003 ======
-<note>Video Walkthrough:[[S52k3install| SystemFive Server Installation]]</note>
-     - Browse to the [Drive]:\Windward\Temp folder you previously created and copied your installation files to.
-     - Launch the SystemFive installer application (Usually Install.exe or S5Install.exe)
-     - Follow the on-screen prompts ensuring you are installing to the correct directory ( [Drive]:\Windward\Systemfive )
-     - When installation is complete, there will be two shortcuts on your desktop: SystemFive and SystemFive-Training
-====== SystemFive First Launch and Data Set Creation on Microsoft Server 2003 ======
-     - Launch the SystemFive shortcut (Not the Training Shortcut)
-     - You will be prompted to Link to an existing Data set or 'Create A New Company'. Select 'Create A New Company' and click 'next' to continue
-     - The default directory for creating a new company is [Drive]:\Windward\System5\Data You may edit the 'Data' folder name, but using the default is recommended.
-     - When you reach the part where it will ask you to choose a template
-     -  Apply Systemfive license Code
-     -  Administrator Account : create the administrator account
-     -  Add 1 customer's admin account -- you can clone Windward Support user
-     -  Enable DSN [[http://wiki.wws5.com/doku.php?id=employee:enabling_pervasive_sql_for_server_engines_with_d2010_versions|Click Here]]
-**The prerequisite is to not have **__ANY__** spaces in the directory name.**
-<note>Video Walkthrough:[[S52k3datacreate| SystemFive Data Set Creation]]</note>
-===== Creating Training Dataset  =====
-   -    Create a copy of the Live Data folder
-   -    Rename that copy to TrainingData
-   - Launch the SystemFive  Training Shortcut
-   - You will be prompted to Link to an existing Data set or 'Create A New Company'. Select 'Link to an existing Data' and click 'next' to continue
-   - The  directory for training  is [Drive]:\Windward\System5\TrainingData
-   -    Let the customer access  Training Data
-   -    Go to Setup Tools >Setup Wizard > Miscellaneous > Enable Training
-   -    Exit and try to login, if ok Proceed to next step
-====== SystemFive Client Installation on Microsoft WindowsXP ======
-===== Summary =====
-The overall idea behind installing a client workstation with System Five is to install 2 software packages and connect to the database. The first software package is the Pervasive client database engine, and the second is the System Five application.
-===== Checks & Measures =====
-  * There should be a file named s5install.exe or install.exe located in W:\temp
-  * There should be "PVSW", "System5", and "Temp" Directories under the W:\ drive
-  * You should be able to read, write, and modify all files within the W:\ drive
-  * Under W:\PVSW there should be a clients folder. This folder contains the installation files for the Pervasive Client
-  * Under W:\Temp you should see: install.exe (or S5install.exe) and a PVSW_***XXXX*** folder. Where ***XXXX*** will be nt, single or client depending on whether you are using a peer-to-peer or client-server setup
-===== Additional information =====
-System Five uses the pervasive database engine to connect to the data which resides on the server. Pervasive has transactional and file components meaning file security and permissions for the users running System Five are very important.
-===== Requirements =====
-Power User Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write
-===== Installation of Pervasive Engine on workstation =====
-** Note: Where [Drive] is the drive that you will be installing to (Default being C: drive)
-  - Map a drive to Server shared 'Windward' folder as W:
-  - Ensure that user is able to see all newly created directories in W:
-  - Run W:\PVSW\Clients\Win\Setup.exe do a 'Custom' install and Install to [Drive]:\Windward\PVSW
-  - Perform all Communication Tests and Transactional tests.
-===== Installation of Windward System Five on workstation =====
-  - Run W:\Temp\install.exe (If a new installation file has been downloaded use W:\Temp\s5install.exe)
-  - Install to [Drive]:\Windward\System5 to do a local install, do not install to a remote drive.
-  - Accept all other default settings. Finish installation
-  - Shortcut on Workstation desktop is linked to: [Drive]:\Windward\System5\Bin\systemfive.exe
-===== Link an existing Workstation to data set =====
-  - Launch SystemFive from desktop shortcut.
-  - Select "Link workstation to existing networked company" and click next
-  - Browse to Mapped network drive location W:\System5\Data (Or where 'Data' folder has other name eg: "MyCompany")and click next
-  - Assign a terminal number from available terminals and click 'Next'
-  - You will then receive a message stating that your terminal has been set up. Click 'Finish' to continue
-===== Modifying Desktop Shortcut to prevent terminal ID change =====
-  - Right-click the shortcut and select 'Properties'
-  - In the 'Target' box, ensure that the line reads C:\Windward\System5\Bin\systemfive.exe
-  - At the end of that line add the command ' /Forcemachine=#' where # is the assigned terminal number
-  - Printer settings are terminal specific, the above command prevents users from inadvertently changing a terminal number on a workstation thereby losing the ability to print
-  - Additionally you can use the optional command 'smallsplash' to make the splashscreen smaller.
-  - Full target line in shortcut properties would be as follows: '[Drive]:\Windward\System5\Bin\systemfive.exe /smallsplash forcemachine=#' where # is assigned terminal number.
-  - In the 'Start In' box in shortcut properties, make the entry 'W:\System5\Data'.  This will lock that shortcut to a specific data set (Should you have more than one ie: A Training Data Set)
-===== Add Copy Over Batch File =====
-Refer to [[http://wiki.wws5.com/doku.php?id=training:copyoverbatchfile1004131330| How to do a Copyover]]