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--- system_five_-_installation [2007/12/13 11:09 (17 years ago)] – rjohnsen
+++ system_five_-_installation [2020/06/29 12:20 (4 years ago)] – [System Five First Launch and Data Set Creation on Microsoft Server] jege
@@ Line 1: / Line 1: @@
-====== Client-Server SystemFive Installation ======
+====== Client-Server System Five Installation ======
+The following documents are for the installation of Pervasive SQL and Windward System Five on Microsoft Server in preparation for client workstations to connect to the database.
+     - Preparing directory on Server
+     - Installing Pervasive SQL Server
+     - Installing Windward System Five
+     - Initial launch of Windward System Five and creation of data set
-===== Summary =====
+**Review the [[faq:windows_networking_best_practices|Networking Best Practices]] before proceeding.**
-The following documents are for the installation of PervasiveSQL and Windward SystemFive on Microsoft Server 2003 in preparation for client worskstations to connect to the database.
+===== Requirements =====
+Administrator Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write access
-     - Preparing directory on Server
+== Please ensure that there are no spaces in the directory names for Windward files ==
-     - Installing PervasiveSQL Server
-     - Installing Windward SystemFive
-     - Initial launch of Windward SystemFive and creation of Data set
-===== Requirements =====
-Power User Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write access
+Applicable to Pervasive 12 & System 5 version 6.2 UP
-====== Microsoft Server 2003 Directory Preparation for Installation ======
+====== Microsoft Server Directory Preparation for 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.
   - Within the newly created '[Drive]:\Windward' folder, create a folder named 'Temp'
-  - Browse to CD and copy the '[CD]:\PVSW_nt' folder to the '[Drive]:\Windward\Temp' folder you just created.
+  - Locate the installer file directory and locate System5Install.exe
-  - Browse to the CD to the '[CD]:\System5\Bin' folder and copy the Install.exe file to your '[Drive]:\Windward\Temp' folder
+  - Have a copy of the said installer and saved in the Temp folder you created.
 <note>Video Walkthrough: [[Srv2k3prep|Server Preparation]]</note>
 ===== 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.
+Please ensure that you setup your directories exactly as outlined in this document to ensure proper function of Pervasive SQL and Windward System Five synchronization utility.
@@ Line 33: / Line 35: @@
-====== PervasiveSQL Server Installation on Microsoft Server 2003 ======
+====== Pervasive SQL Server Installation on Microsoft Server ======
+<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
+====== System Five Installation on Microsoft Server ======
+<note>Video Walkthrough:[[S52k3install| System Five Server Installation]]</note>
+     - Browse to the [Drive]:\Windward\Temp folder you previously created and copied your installation files to.
+     - Launch the System Five 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 the installation is complete, there will be two shortcuts on your desktop: System Five and System Five-Training
-<note>Video Walkthrough: [[2k3PervServ|Pervasive Server Installation]]</note>
-To be filled
-====== SystemFive Installation on Microsoft Server 2003 ======
-<note>Video Walkthrough:[[S52k3install| SystemFive Server Installation]]</note>
-To be filled
-====== SystemFive First Launch and Data Set Creation on Microsoft Server 2003 ======
+====== System Five First Launch and Data Set Creation on Microsoft Server  ======
-) Launch the SystemFive shortcut (Not the Training Shortcut)
-)
+     - Launch the System Five 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 System Five license Code
+     -  Administrator Account: create the administrator account
+     -  Add 1 customer's admin account -- you can clone Windward Support user
+     -  Enable DSN [[employee:v12_dsn_database|Click Here]]
+**The prerequisite is to not have **__ANY__** spaces in the directory name.**
 <note>Video Walkthrough:[[S52k3datacreate| SystemFive Data Set Creation]]</note>
-====== SystemFive Client Installation on Microsoft WindowsXP ======
+===== Creating Training Dataset  =====
+   -    Create a copy of the Live Data folder
+   -    Rename that copy to TrainingData
+   - Launch the System Five  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 log in, if ok Proceed to next step
+====== System Five Client Installation on Microsoft Windows 8 or higher ======
 ===== Summary =====
@@ Line 70: / Line 106: @@
 ===== Checks & Measures =====
-  * There should be a file named s5install.exe or install.exe located in W:\temp
+  * There should be a file named s5install.exe or install.exe located in [Drive]:\temp
-  * There should be "PVSW", "System5", and "Temp" Directories under the W:\ drive
+  * There should be "PVSW", "System5", and "Temp" Directories under the [Drive]:\ drive
-  * You should be able to read, write, and modify all files within the W:\ drive
+  * You should be able to read, write, and modify all files within the [Drive]:\ drive
-  * Under W:\PVSW there should be a clients folder. This folder contains the installation files for the Pervasive Client
+  * Under [Drive]:\PVSW there should be a client 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
+  * Under [Drive]:\Temp you should see: install.exe (or S5install.exe) and a PVSW_***XXXX*** folder. Where ***XXXX*** will bent, single or client depending on whether you are using a peer-to-peer or client-server setup
 ===== Additional information =====
@@ Line 83: / Line 119: @@
 ===== Requirements =====
-Power User Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write
+Administrator Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write
@@ Line 94: / Line 130: @@
 ** 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:
+  - Map a drive to Server shared 'Windward' folder as [Drive]:
-  - Ensure that user is able to see all newly created directories in W:
+  - Ensure that the user is able to see all newly created directories in [Drive]:
-  - Run W:\PVSW\Clients\Win\Setup.exe do a 'Custom' install and Install to [Drive]:\Windward\PVSW
+  - Run [Drive]:\PVSW\Clients\Win\Setup.exe do a 'Custom' install and Install to [Drive]:\Windward\PVSW
   - Perform all Communication Tests and Transactional tests.
@@ Line 104: / Line 140: @@
 ===== 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)
+  - Run [Drive]:\Temp\install.exe (If a new installation file has been downloaded use [Drive]:\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
@@ Line 111: / Line 147: @@
-===== Link to an existing Workstation =====
+===== Link an existing Workstation to data set =====
+  - Launch System Five from desktop shortcut.
+  - Select "Link workstation to an existing networked company" and click next
+  - Browse to Mapped network drive location [Drive]:\System5\Data (Or where 'Data' folder has another 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
+{{:linking_existing_live_data.jpg|}}
@@ Line 121: / Line 163: @@
   - 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 inadvertantly changing a terminal number on a workstation thereby losing the ability to print
+  - 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.
+  - Full target line in shortcut properties would be as follows: '[Drive]:\Windward\System5\Bin\systemfive.exe /smallsplash forcemachine=#' where # is assigned a 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)
+  - In the 'Start In' box in shortcut properties, make the entry '[Drive]:\System5\Data'.  This will lock that shortcut to a specific data set (Should you have more than one ie: A Training Data Set)
+{{:locked_live_data.jpg|}}
+{{:locked_terminal.jpg|}}
+===== Add Copy Over Batch File =====
+Refer to [[training:copyoverbatchfile1004131330| How to do a Copyover]]