OpenEdge 11.7 PaC Client Install Guide

Transcription

OpenEdge 11.7PaC Client Install Guide

Table of ContentsSKYWARD TERMINOLOGY GLOSSARY . 3WORKSTATION MINIMUM REQUIREMENTS . 4Supported Operating Systems for the PaC (Point and Click) Client . 4Non-Supported Operating Systems for the PaC Client . 4Continue to use Non-supported workstations if you: . 4Minimum Memory Requirements . 4Disk Space Availability . 4Additional needs on client . 4PaC Client File and Registry Permission Requirements . 5Terminal Server(s) and PaC Workstation(s) . 6THE INSTALL FOLDER CONTENTS . 7Download the 11.7 Install folder files . 7Skyward Software Distribution Install . 8PAC CLIENT INSTALL . 11PAC CLIENT INSTALL USING 11.7 – SMS 2.0 - PAC WORKSTATION INSTALL.EXE . 11Download the 11.7 PaC Client Installer .exe File . 11Skyward Workstation .exe Installer Process . 12PAC CLIENT INSTALL USING 11.7 – SMS 2.0 - PAC WORKSTATION INSTALL.MSI . 17Files used during the MSI Install . 17Download the 11.7 PaC Client .msi Installer . 18Skyward Workstation msi Installer Process . 19Registry File to Change Propath . 21Add PaC Finance Shortcut to workstation desktop . 24ADDITIONAL INFORMATION / TROUBLESHOOTING . 26PaC Client Workstation Install message . 26Install Print Engine Fonts . 26To find .NET Framework versions by viewing the registry (.NET Framework 1-4) . 29.Net 4.0 Installer Process. 31Automating the 11.7 PaC Client Installation using the Microsoft Installer package. . 3203.07.2019www.skyward.comPage 2 of 32

Skyward Terminology GlossaryPaCPoint and Click software that is written by and licensed to Skyward, Inc. The PaC Client is alsonamed the Full Client or GUI (Graphical User Interface) Client.Install FolderThe ?:\skyward\install directory that is created by the Skyward Software Distribution Install.exe. Itcontains folders and files for OpenEdge 11.7, Sun Java, Microsoft .NET, and other files needed forthe Skyward PaC Client install.Skyward DLC DirectoryThis is the location where Progress OpenEdge (OE) 11.7 executable files are installed. The folder iscreated in the ?:\skyward\ folder.Skyward ProgramsThe programs Skyward developers write to make the Skyward products functional. Skywardprograms are delivered as Releases, Addendum(s), and RMA(s) and are accessed by the PaC clientsusing a mapped drive or UNC path.One Set of Skyward ProgramsSkyward software needs to have a folder structure that contains compiled-programs that ‘run’ thePaC or Web products. All Skyward servers may have a single copy of the programs. Example?:\skyward for Student/Combined or ?:\skyward\skyfin for Business.Two sets of Skyward ProgramsIf you are running two sets of programs, all Skyward servers will have a folder structure of?:\skyward and ?:\skyward\skyfin. Two sets of Skyward programs allow the student/combined andbusiness systems to be updated separately via Monolith system.Program ServerThe Program server is a separate server used as the source for the set of SMS programs for theFinance PaC Client users. A drive letter or UNC path is assigned to a ?:\Skyward folder on theProgram File Share server. This network path is where PaC Clients ‘read’ the Skyward programsfrom. The programs can reside on a Windows or Novell server and are updated by the Monolithsystem. Skyward does not recommend using a database\web\report server to share the Skywardprograms. Skyward recommends that the mapping to the folder share is to ?:\skyward and not to?:\skyward\skyfin as the installers and shortcut icons are written by default to \skyward and\skyward\skyfin folder structures. This implies that the Share is to the \skyward folder and then thepath of \skyward\skyfin is allowed.03.07.2019www.skyward.comPage 3 of 32

Workstation Minimum RequirementsSupported Operating Systems for the PaC (Point and Click) Client Windows 7.x / 8.x / 10Non-Supported Operating Systems for the PaC Client Windows VistaWindows 98NT WorkstationWindows MEWindows 2000Windows XPMacintoshContinue to use Non-supported workstations if you: Run the PaC Client through Citrix, ProPalms or Terminal server(s); (Includes ASP customers)Minimum Memory Requirements 256 MB above the Windows requirements on PaC Workstation(s)Disk Space Availability 500MB free space on each workstation’s system drive – (Typically C:\)Additional needs on client All workstations need to support a minimum of 800 X 600 resolutionThe 11.7 PaC Client requires User Access Control (UAC) to be disabled on Windows 7 and newerworkstations during installation.The PaC Client supports 32 bit and 64 bit operating systems.Skyward recommends using a PostScript printer with Adobe Acrobat Reader loaded on the clientFor W2, 1099M/R and 1095 forms, .NET Framework 4.0 and higher is needed on the clientCompatible with Microsoft Office 2013 and orkstation%20Requirements.pdf (Support Accountrequired)03.07.2019www.skyward.comPage 4 of 32

PaC Client File and Registry Permission RequirementsNotes: The PaC Client Installation .exe or .msi should not be used on Skyward Database/Web/ReportQueue/ExComm/OEM servers. The PaC Client has already been installed on these servers whenthe 11.7 – SMS 2.0 – Base Install was run. A “?” is used to reference the mapped/UNC network drive/path to the Skyward Program Server.Substitute the mapped drive letter or UNC path in place of the “?” Registry Entries added when the PaC Client is installed.o The OCX registration process runs when you install PaC It will no longer run when youlaunch the PaC Client.o On 32-bit OS PaC client workstations, the Windows registry key is:HKEY LOCAL MACHINE\Software\ PSC\Progress.o On 64-bit OS PaC client workstations, the Windows registry key is:HKEY LOCAL MACHINE\Software\Wow6432Node\PSC\Progress. Local Folder permissions required for non-Administrator accounts.o If PaC client users are not local administrators they require Read and Execute permissions to?:\skyward and subfolders and Read, List, Execute, Write, and Modify file systempermissions to the working folder of ?:\skyward\wrk. Program server Skyward drive NTFS permissionso PaC client users need Read permission to the Skyward Program Server Skyward Drive; ex.?:\skyward and Read / Write /.Modify permissions to the eSign folder, if used. Antiviruso Current Antivirus should be installed on every Skyward workstation.o Real-time protection exclusions should be set for ?\skyward\wrk\*03.07.2019www.skyward.comPage 5 of 32

Terminal Server(s) and PaC Workstation(s)Note: No PaC Client Installer should NOT be run on ANY Skyward Database/Web/ReportQueue/ExComm/OEM servers. The PaC Client has been installed on these servers when the 11.7 –SMS 2.0 – Base Install was run.Software that will be installed on workstation Progress OpenEdge 11.7 32-bitProgress OpenEdge 11.7 Service Pack 2 32-bitProgress Open Edge (OE11) Components Terminal Server/Workstation Componentso Client Networkingo Query/Results Progress OpenEdge 11.7 32-bit ODBC Driver03.07.2019www.skyward.comPage 6 of 32

The Install Folder ContentsDownload the 11.7 Install folder filesNote: You want to make sure the \skyward\install folder is current on the Program server.1. Navigate to the \skyward\install folder on the Program Server or mapped drive location and verifythat an OE11 folder exists. If no OE11 folder exists, continue with next step.If an OE11 folder exists, skip to the PaC Client Install section.2. Connect to our Secure FTP Site using the instructions found here: Secure FTP Instructions3. Navigate to the Secure FTP folder of Hardware Public OE117-Customer-DVD Windows03.07.2019www.skyward.comPage 7 of 32

4. Download the five (5) software distribution files. These five (5) files create the contents of the Installfolder.5. Save the downloaded files to ?:\skyward\install user-created folder on the Skyward drive on theProgram/mapped drive server.Skyward Software Distribution Install1. Navigate to the ‘Skyward OE 11.7 Software Distribution’ files ex. ?:\skyward\install Doubleclick 11.7 – SMS 2.0 - Software Distribution.exe file.2. The Welcome screen to Skyward OpenEdge Software Deployment will display Choose Next03.07.2019www.skyward.comPage 8 of 32

3. The Installation folder screen will display Change to the Drive and folder path where the Installfolder should be created. Choose Next.Note: The path can be where the existing Install folder is located, ex. ?:\skyward.4. The Ready to Install window will display Choose Next.03.07.2019www.skyward.comPage 9 of 32

5. The Installing . window will display.6. The Installation Finished window will display when the extraction process is complete ChooseFinish.7. A 11.7 – SMS 2.0 – Software Distribution.log is created in the ?:\skyward\install folder with theresults of the installation.03.07.2019www.skyward.comPage 10 of 32

Pac Client InstallThe PaC Client can be installed with either the .exe or the .msi install files. You do not have to run both fileson a workstation.The .exe file is a shell installer where you follow screens to gather information for the installer. A mappeddrive/unc path needs to be connected to the Program server’s \install folder while the installer is run as that iswhere it gets the setup.exe and software to run.The .msi file is an installer that included the 11.7 Client setup.exe and software to install. The installer doesnot need the mapped drive/unc path to be connected when running. The .msi file installs by default to Cdrive on the workstation and edits the registry to have mapped drive S to the Program server. The mappingto S drive should be set to the root of the Skyward folder, ?:\skyward.If you choose to run the .msi install file but you do not use S as the mapped drive you can edit a .reg file toupdated the registry to another drive letter.You choose what section to follow below:PaC Client Install Using 11.7 – SMS 2.0 – PaC Workstation Install.exePaC Client Install Using 11.7 – SMS 2.0 – PaC Workstation Install.msiPaC Client Install Using 11.7 – SMS 2.0 - PaC Workstation Install.exeDownload the 11.7 PaC Client Installer .exe File1. Connect to our Secure FTP Site using the instructions found here: Secure FTP Instructions2. Navigate to the Secure FTP folder of Hardware Public OE117-Customer-DVD Windows3. Download the 11.7 – SMS 2.0 – PaC Workstation Install.exe. The file may already be downloadedon the Program server and located in the ?:\skyward\install folder.03.07.2019www.skyward.comPage 11 of 32

4. Save the downloaded file to ?:\skyward\install user-created folder on the Skyward drive on theProgram server.Skyward Workstation .exe Installer ProcessNotes: The 11.7 – SMS 2.0 - PaC Workstation Install.exe is a Full Pac Client Installer. The install processincludesa. Progress OpenEdge 11.7 32-bit Client softwareb. Progress OpenEdge 11.7 32-bit ODBC driverc. Crystal Registry Fixd. Print Engine Fontse. nn-bit client registry entries.f. Standard startup.pf fileg. .NET 4.0, if not installedh. PaC Shortcut desktop icons Workstations require a mapped drive/unc path to a Program server that has access to the?:\skyward\install folder.Skyward Workstation Installer Process1. Run ?:\install\11.7 – SMS 2.0 - PaC Workstation Install.exe2. The Important Information window displays. OK.03.07.2019www.skyward.comPage 12 of 32

3. At the Information Screen, click Next4. The Installation Drive window will display. Select the local drive to install on Next.03.07.2019www.skyward.comPage 13 of 32

5. The Enter Data window displays. Enter the path to the set of Skyward Programs Enter theNetwork location of the Install folder Next.6. The Ready to Install window displays. Verify the settings. Next.03.07.2019www.skyward.comPage 14 of 32

7. The installation will begin.8. The Print Engine Fonts will be installed during this process. If they cannot be installed, an errormessage will display. OK. If failed to install, follow Install Print Engine Fonts section of this guide.03.07.2019www.skyward.comPage 15 of 32

9. The Installation Successful window will display. Choose View Log File if you would like toreview the installation steps. Finish Reboot workstation.Test PaC Client1. Double click on the icon(s) to test Skyward PaC Client The Skyward Logon will then display.03.07.2019www.skyward.comPage 16 of 32

PaC Client Install Using 11.7 – SMS 2.0 - PaC Workstation Install.msiNotes: The 11.7 – SMS 2.0 - PaC Workstation Install.msi is a Full Pac Client Installer in a MicrosoftInstaller package. The installation includes:a. Progress OpenEdge 11.7.2 32-bit Client softwareb. Progress OpenEdge 11.7 32-bit ODBC driverc. Crystal Registry Fixd. Print Engine Fontse. nn-bit client registry entries.f. Standard startup.pf fileg. .NET 4.0, if not installedWorkstations do NOT require a mapped drive to a Program server that has access to the?:\skyward\install folder during the installation of the PaC Client.The default drive letters used in the msi installer is C for where the PaC Client software will beinstalled and S for the mapped drive of the location of the Skyward programs.The S mapped drive will need to be connected when the PaC Client icon is run.The msi installer may be used as a push-type installation of the PaC Client to workstations.Files used during the MSI Install11.7 – SMS 2.0 – PaC Workstation Install.msiMicrosoft Installer file that executes the automated PaC Client Installation via a push-type install; installdefault drive letter is C Drive with mapped drive as S.Registry to Change ProPath – 32 Bit client.regRegistry file that needs to be merged to each 32-bit workstation’s registry when the .msi file is used as theworkstation installer.Registry to Change ProPath – 64 Bit client.regRegistry file that needs to be merged to each 64-bit workstation’s registry when the .msi file is used as theworkstation installer.03.07.2019www.skyward.comPage 17 of 32

Download the 11.7 PaC Client .msi Installer1. Connect to our Secure FTP Site using the instructions found here: Secure FTP Instructions2. Navigate to the Secure FTP folder of Hardware Public OE117-Customer-DVD Windows3. Download the 11.7 – SMS 2.0 – PaC Workstation Install.msi. The file may already be downloadedon the Program server and located in the ?:\skyward\install folder.4. Save the downloaded file to ?:\skyward\install user-created folder on the Skyward drive on theProgram server.03.07.2019www.skyward.comPage 18 of 32

Skyward Workstation msi Installer Process1. Run ?:\install\11.7 – SMS 2.0 - PaC Workstation Install.msi2. The Welcome . screen will display. Choose Next.3. The Installing . screen will display.03.07.2019www.skyward.comPage 19 of 32

4. The Install .Completed screen will display. Choose Finish.03.07.2019www.skyward.comPage 20 of 32

Registry File to Change PropathWhen the 11.7 – SMS 2.0 - PaC Workstation Install.msi is run the default drives is C for where to installthe 11.7.2 PaC Client software and S for the mapped drive letter to the Program server for the Skyward set ofprograms. So this means that the registry entry for the Program server will be s:\ for the ?:\skyward folderand s:\skyfin for ?:\skyward\skyfin folder. If the letter S is not the letter that is the mapped drive letter, thenthe registry will need to be changed for the PaC Client to run successfully on the workstation.Registry Entries added when the PaC Client is installed The OCX registration process runs when you install PaC It will no longer run when you launch thePaC Client. On 32-bit OS PaC client workstations, the Windows registry key is:HKEY LOCAL MACHINE\Software\ PSC\Progress. On 64-bit OS PaC client workstations, the Windows registry key is:HKEY LOCAL MACHINE\Software\Wow6432Node\PSC\Progress.Registry to Change ProPath – 32 Bit client.regRegistry file that needs to be merged to each 32-bit workstation’s registry when the .msi file is used as theworkstation installer.The contents of the .reg file is:[HKEY LOCAL MACHINE\SOFTWARE\PSC\PROGRESS\STU\WinChar Startup]"PROPATH" ".,S:\\,C:\\Skyward\\DLC\\tty"[HKEY LOCAL " \Skyward\\DLC\\bin"[HKEY LOCAL MACHINE\SOFTWARE\PSC\PROGRESS\FIN\WinChar Startup]"PROPATH" ".,S:\\SKYFIN,C:\\Skyward\\DLC\\tty"[HKEY LOCAL " Page 21 of 32

Registry to Change ProPath – 64 Bit client.regRegistry file that needs to be merged to each 64-bit workstation’s registry when the .msi file is used as theworkstation installer.The contents of the .reg file is:[HKEY LOCAL har Startup]"PROPATH" ".,S:\\,C:\\Skyward\\DLC\\tty"[HKEY LOCAL tup]"PROPATH" \Skyward\\DLC\\bin"[HKEY LOCAL har Startup]"PROPATH" ".,S:\\SKYFIN,C:\\Skyward\\DLC\\tty"[HKEY LOCAL tup]"PROPATH" LC,C:\\Skyward\\DLC\\bin"[HKEY LOCAL MACHINE\SOFTWARE\PSC\PROGRESS\STU\WinChar Startup]"PROPATH" ".,S:\\,C:\\Skyward\\DLC\\tty"[HKEY LOCAL " \Skyward\\DLC\\bin"[HKEY LOCAL MACHINE\SOFTWARE\PSC\PROGRESS\FIN\WinChar Startup]"PROPATH" ".,S:\\SKYFIN,C:\\Skyward\\DLC\\tty"[HKEY LOCAL " LC,C:\\Skyward\\DLC\\bin"1. Navigate to the \skyward\install\registry folder on the Program Server.2. Locate either the Registry to Change ProPath -32 Bit client.reg file if the OS installed on theworkstation is Windows 32-bit OR the Registry to Chane ProPath – 64 Bit client.reg if the OS installedon the workstation is Windows 64-bit.03.07.2019www.skyward.comPage 22 of 32

3. Edit the contents of either of the .reg files by choosing which one according to the Operating Systembit level that is installed on the workstation; 32-bit vs 64-bit. Save.Skyward recommends that the mapping to the folder share is to ?:\skyward and not to ?:\skyward\skyfin asthe installers and shortcut icons are written by default to \skyward and \skyward\skyfin folder structures.This implies that the Share is to the \skyward folder and then the path of \skyward\skyfin is allowed.The S:\\ and S:\\skyfin entries in the file needs to be updated to the mapped drive letter that will be used forthe Program server set of programs. Ex. L as shown below.4. Double click on the .reg file just edited.5. Choose Yes to continue.03.07.2019www.skyward.comPage 23 of 32

6. Choose OK. The registry on the workstation has bee updated.Add PaC Finance Shortcut to workstation desktop1. The PaC Client shortcut can be placed on the desktop of the workstation.2. The shortcut can be found in the ?:\skyward\Install folder on the Mapped drive Program server.3. Copy the Skyward PaC Finance shortcut icon to the desktop of the workstation.4. Right click Properties on the shortcut.03.07.2019www.skyward.comPage 24 of 32

5. Review the Target field. The mapped drive should be edited to the path of the skyfin.pf parameterfile. If the drive is not S, you need to update it to the mapped drive letter used. OK.Test PaC Client1. Double click on the icon(s) to test Skyward PaC Client The Skyward Logon will then display.03.07.2019www.skyward.comPage 25 of 32

Additional Information / TroubleshootingPaC Client Workstation Install messageIssue: When running the 11.7 – SMS 2.0 – PaC Workstation Install.exe this message displays,Open Edge 11.7 install fails with Install Shield Error Code: -5011: 0X80040702.Resolution: Run Windows Updates and reboot the workstation.Install Print Engine FontsNote: Print Engine Fonts needs to be installed on every PaC workstation. Print Engine Fonts will get installed when the PaC Workstation Install .exe is run if the SMS 2.0 setof programs can be found. Print Engine Fonts installation process is not included in the PaC Workstation Install .msi file.1. On the workstation, from the mapped drive to the Skyward set of programs,run ?:\skyward\dbdsend\clientsetup.exe2. The “Welcome .’ will display. Next.03.07.2019www.skyward.comPage 26 of 32

3. Leave the Install folder Change radio button to Everyone Next.4. Confirm Installation Next.03.07.2019www.skyward.comPage 27 of 32

5. Upon Installation completion . Close.03.07.2019www.skyward.comPage 28 of 32

To find .NET Framework versions by viewing the registry (.NETFramework 1-4)1. On the Start menu, choose Run.2. In the Open box, enter regedit.exe You must have administrative credentials to run regedit.exe.03.07.2019www.skyward.comPage 29 of 32

3. In the Registry Editor, open the following subkey:HKEY LOCAL MACHINE\SOFTWARE\Microsoft\NET Framework Setup\NDPThe installed versions are listed under the NDP subkey. The version number is stored in the Version entry.For the .NET Framework 4 the Version entry is under the Client or Full subkey (under NDP), or under bothsubkeys.03.07.2019www.skyward.comPage 30 of 32

.Net 4.0 Installer Process1. Run ?:\skyward\ocx\dotnetframework4.0.exe2. The files included in the installer will extract in a temporary location and ‘decide’ if it needs to beinstalled.3. The install process with either install or not install as shown.03.07.2019www.skyward.comPage 31 of 32

Automating the 11.7 PaC Client Installation using the Microsoft Installerpackage.Note: The PaC Client Installer should NOT be run on ANY Skyward Database/Web/ReportQueue/ExComm/OEM servers. The PaC Client has been installed on these servers when the 11.7 – SMS 2.0– Base Install was run.1. Add the Microsoft Installation Package to Active Directory or any 3rd party applications thatsupport installing application’s MSI files whether MS PowerShell Scripts or Login Scripts.03.07.2019www.skyward.comPage 32 of 32

o On 32-bit OS PaC client workstations, the Windows registry key is: HKEY_LOCAL_MACHINE\Software\ PSC\Progress. o On 64-bit OS PaC client workstations, the Windows registry key is: ss. Local Fo