Relius Admin. 8.0 New Single-User
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Version 8.0 Single-User, Personal Oracle 8i System Installation and Configuration
December 15, 2002 Table Of Contents
Section Subject
1 Overview
2 Installation and Environment Considerations
3 Pre-Installation Procedures
4 Installing Personal Oracle 8
5 Importing Your Database
6 Installing Relius Administration 8.0
7 Installing Microsoft Components
8 Installing Crystal Reports 8.5
9 Final Installation Steps
10 Installing Service Packs
11 Licensing the Workstation
12 Configuring Crystal Reports 8.5
13 Database Maintenance
Appendix A System Requirements
Appendix B Configuring ODBC
Appendix C Operating System Upgrade Considerations 1 Overview Top
This document covers only single-user Personal Oracle 8 systems that will run Relius Administration 8.0 or later. For other types of installations, call Support at 1-800-326-7235, Option 3, to obtain the correct documentation.
New clients will install Relius Administration for the first time. Existing clients’ databases must already be upgraded to Relius Administration 7.3 or greater before proceeding.
The installation of Personal Oracle 8 and Relius Administration 8.0 involve the following basic procedures:
1) Read and understand the entire document. Section 2 (Installation and Environment Considerations) and Section 3 (Pre-Installation Procedures) are notably important.
2) Install Personal Oracle 8.
3) Install Relius Administration 8.0 and all components.
4) Import and upgrade the database.
5) Install Relius Administration 8.0 Service Pack.
6) License the workstation.
7) Configure Crystal Reports 8.5.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 1 of Error: Reference source not found 2 Installation and Environment Considerations Top
2.1 Most Important: Upgrade vs. New Installation
Although Windows 98 is supported for now, clients are urged to install Personal Oracle 8i to Windows 2000 Professional or Windows XP. When deciding whether to upgrade their operating systems, clients should consider the various ramifications that are inherent with upgrades. Specifically, many programs do not function correctly – and sometimes completely fail – after an operating system is upgraded. See Appendix C for more details.
SunGard Corbel has conducted extensive testing of upgrading operating systems from versions earlier than Windows 2000/XP. Consequently, SunGard Corbel has concluded that installing Personal Oracle 8i to a “fresh” operating system is the most successful and preferred method. This is a common industry practice, and it is usually preferred on systems running databases and mission-critical applications. Microsoft’s web site also recommends this installation method when possible. Clearly stated, if a new PC with its new, original operating system cannot be purchased, clients should back up their systems, export their database to a drive other than their main C: drive, format the C: drive, install Windows 2000 Professional or Windows XP to a clean drive (with at least 5 GB of free space), and then begin this installation.
Clients must back up and export their data before installing the Operating System, as a newly installed Operating System may format the drive and cause loss of data.
2.2 Program File Location
Personal Oracle 8 must be installed to the local C: drive in the \Oracle\Ora81 directory. Additionally, Relius Administration 8.0 installs program files to C:\Program Files\Relius\Administration. SunGard Corbel strongly recommends using the defaults. Relius Administration cannot be installed to a network. You will need your 6-character Client ID (ABC123 format) before beginning. Your Client ID is necessary for proper licensing (see Section 9). Improperly identifying your Client ID can result in faulty or missing licensing.
2.3 Level-One Systems
Level-One Systems do not include Crystal Reports. The use of custom Crystal Reports is prohibited on Level-One Systems. However, in order to run Report Writer Reports provided with Relius Administration, the Crystal Report Writer will still need to be installed.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 2 of Error: Reference source not found 2.4 Installation Methods
Personal Oracle 8 and Relius Administration are only available on CD-ROM. A local CD-ROM drive is recommended and supported. Each workstation will require access to a local CD-ROM drive. Other methods of installing (network volumes, “push” or “ghost” technology, Z.E.N. Works, Zip Drives, etc.) are not supported or recommended.
If a remote, shared CD-ROM drive is used to install the software, it must be mapped with a drive letter assigned. Running the Relius Administration 8.0 SETUP.EXE from a CD- ROM accessed by browsing with Network Neighborhood will fail.
2.5 Software fixes and documents via Internet
Fixes, support files, and updated documentation are distributed via the web at http://www.sungardcorbel.com/support/loginform.asp. Users must have Internet capability to receive these fixes. Once you have logged on, click the “Administration” link to browse the list of available material. You can click “Subscribe” (http://www.sungardcorbel.com/support/subscribe.asp) to receive notification of new fixes by e-mail. SunGard Corbel no longer sends patches, updates, and upgrade documentation through the mail, and we strongly urge all users to subscribe to this service.
2.6 Virus Scanners
Although SunGard Corbel does not endorse, support, or recommend any particular method, virus protection is encouraged on servers and workstations. The two most popular are Symantec’s Norton Anti-Virus and McAfee VirusScan by Network Associates. You should update your virus definition files regularly. Some virus scanners – if active during the installation – can interfere with a successful installation. Symptoms include an error message stating that a file cannot be overwritten. Temporarily disable virus scanning before starting the installer. Clients using Norton with Script Blocking turned on should test the functionality of Relius Administration to determine whether script blocking is affecting the application.
2.7 Security Considerations
Responsibility for support of problems and issues related to Relius Administration 8.0 running in a locked-down security configuration is that of the end user. Certain circumstances may require billing on a time and material basis. SunGard Corbel cannot guarantee that Relius Administration 8.0 will install or operate properly on any given locked-down security configuration. Relius Administration 8.0 is certified and supported only when run on the default Windows NT/2000/XP security settings.
The Windows NT/2000/XP Administrator (or a user with equivalent Administrator rights) must run the installation.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 3 of Error: Reference source not found 2.8 Supported Operating Systems
Only the operating systems listed below are supported. All others are not supported.
Windows 98 Second Edition (See Step 2.9, below) Windows 2000 Professional with Service Pack 2 or greater Windows XP Professional or Home Edition
2.9 Windows 98 Considerations
Installation of Personal Oracle 8i on Windows 98 is intended for existing clients migrating from Personal Oracle 7. New clients should not install Personal Oracle 8i on Windows 98, and existing clients should plan to migrate their Windows 98 workstation to Windows 2000 Professional or Windows XP as quickly as possible. For more information, please see the Product Lifecycle Guidelines on Microsoft’s web site (http://www.microsoft.com/windows/lifecycle.asp).
2.10 Database Startup Considerations
Windows 2000/XP: After re-booting your PO8i system, the database may cause the Operating System to take an extra minute or two to start. This is normal. Personal Oracle 8i sets up as a Windows “service” and is starting after initial logon like most other services. To verify whether it is fully started, open Services (normally, Start | Programs | Administrative Tools | Computer Management, then expand Services and Applications and click Services). Review the list for the entry OracleServiceORCL to see if the status is Starting, Started, or Stopped.
Windows 98: The PO8i database starts the first time you launch an Oracle Application or Relius Administration. To manually start the database, click Start | Programs | Relius | Admin | Start Database.
2.11 Hardware and Software Requirements
All hardware requirements are specified on our web site (http://www.corbel.com/support/qt_technology.asp). Windows 98, Windows 2000 Professional with Service Pack 2 or greater, or Windows XP (Home and Professional). (Windows 98 systems should have the most recent patches and Y2K fixes installed. See http://www.microsoft.com/ for more information.) Personal Oracle 8.1.7R3 pre-installed. Appropriate printer driver (HP LaserJet III or greater). Minimum video resolution of 800 x 600 with 256 colors.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 4 of Error: Reference source not found 3 Pre-Installation Procedures Top
3.1 This installation is valid for the versions of Windows listed in Section 2. All references to “Windows,” unless otherwise noted, are also valid for those operating systems.
3.2 Run Scandisk or CHKDSK to check the integrity of your hard drive and have any problems resolved before installing this release.
3.3 Be sure no screen saver will become active during the installation. SunGard Corbel discourages the use of screen savers whenever running Personal Oracle 8, Relius Administration, or the Installer.
3.4 Relius Administration 8.0 installs many of its support files in the “System” directory, normally C:\WINDOWS\SYSTEM (on Windows 98), C:\WINNT\SYSTEM32 (on Windows 2000), or C:\WINDOWS\SYSTEM32 (on Windows XP).
3.5 The installation process takes approximately 1 to 2 hours to complete.
3.6 Review the Relius Administration 8.0 system requirements located on our web site (http://www.corbel.com/support/qt_technology.asp). Do not proceed with the upgrade if your environment does not meet the minimum system requirements.
3.7 Remove any icons or shortcuts from the StartUp folder. Additionally, programs that are set to launch when Windows is started can also be specified in C:\WINDOWS\WIN.INI (or C:\WINNT\WIN.INI). Please edit this file using Notepad. Temporarily remark the entries RUN= and LOAD= by placing a semi-colon (“;”) in front of the line (if programs are specified), then Save and Exit the WIN.INI file. Example of remark:
;RUN=EXAMPLE.EXE
3.8 Re-start the computer. Windows or other programs may have locked some files that need to be overwritten during the upgrade process.
3.9 Temporarily disable all virus protection.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 5 of Error: Reference source not found 4 Installing Personal Oracle 8 Top
Note: This installation uses two CDs. The first CD is the “Relius Administration 8.0 Personal Oracle 8” CD, used for creating the Oracle database structure. The second CD is the “Relius Administration 8.0” CD, used for installing Relius Administration and its required components. Note: There are two unique, operating system-specific Personal Oracle 8i CDs. Make certain you use the proper CD for your environment.
4.1 Insert the “Relius Administration 8.0 Personal Oracle 8” CD into your CD-ROM drive.
4.2 From the Windows desktop, click on Start, then Run and type E:\Setup in the command box, substituting E: with the drive letter of your CD-ROM drive, then click OK.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 6 of Error: Reference source not found 4.3 If your Windows 2000 Professional has not been updated to Service Pack 2 or higher, the installation will abort. Please visit http://www.microsoft.com/ to download an updated service pack before beginning.
4.4 If your computer has Personal Oracle 7 already installed, you will receive this message. The integrity of data is the client’s responsibility. Clicking Yes will delete your ORAWIN95 directory and destroy your existing database (during step 4.11). If you have not exported and backed up your database, you must click No and take appropriate steps to safely store your data. Export by clicking Start | Programs | Relius | Admin | Export Database.
4.5 The installation program will evaluate your environment. If your environment is suitable, the installation will continue.
4.6 Windows 98 users will see the message below informing them of the need to eventually migrate to Windows 2000 Pro or Windows XP. Click OK.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 7 of Error: Reference source not found 4.7 The Relius Administration 8.0 Personal Oracle 8 Setup screen appears. Click Next to continue.
4.8 If Personal Oracle 7 already exists and it is running, you may encounter the message below.
4.9 If Personal Oracle 7 already exists, you will be prompted to copy the contents of your ORAWIN95\EXPORTS directory to C:\QTTEMP to safeguard your data. This is the default directory where exports are stored if users invoked the “Export Database” shortcut provided by SunGard Corbel. Click Yes. Copying may take some time, depending on the size and number of your export files.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 8 of Error: Reference source not found 4.10 If Personal Oracle 7 already exists, you will be prompted to archive your ORAWIN95\DATABASE directory to a Zip file in QTTEMP. Click Yes. This step takes quite some time, depending on the amount of data in your database, but it is strongly encouraged.
4.11 If Personal Oracle 7 already exists, a “DOS” window will appear, stopping the MSDTC service. This is required before deleting the ORAWIN95 directory. When it is finished, it will close automatically and begin deleting the ORAWIN95 directory.
4.12 The Personal Oracle 8 installation program will then launch automatically.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 9 of Error: Reference source not found 4.13 Under “Destination…” be sure the Name is OraHome81 and the Path is C:\Oracle\Ora81. Click Next to continue.
4.14 The Product Information will begin loading. This will take several minutes. Be patient and do not interrupt the process.
4.15 A flood bar will appear at the top of the Oracle Installer screen. Do not click any buttons or interrupt the process.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 10 of Error: Reference source not found 4.16 The Oracle Installer will begin copying files. This process is quite lengthy, and will take several minutes to complete. Do not interrupt the process or close the window.
4.17 When the files have finished copying, the Net8 Configuration Assistant will automatically launch. In Windows 2000 Pro, this screen may be hidden behind the main Oracle installation screen. Check your taskbar for a flashing icon and click it. Be sure “Perform typical configuration” is checked and click Next to continue.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 11 of Error: Reference source not found 4.18 Your original Oracle configuration files (TNSNames.ORA and Listener.Ora) will be backed up. Click OK as prompted.
4.19 Your Oracle database will now be created. In Windows 2000 Pro, this screen may be hidden behind the Relius Administration installation screen. Check your taskbar for a flashing icon and click it. Click OK and do not interrupt the process. It will take several minutes. A “DOS” window will flash on the screen. This is normal. Do not interrupt.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 12 of Error: Reference source not found 4.20 After the database has been created, the installation will once again verify your environment.
4.21 When the setup is complete, you will see the screen below. Click “Yes I want to restart my computer now.” Click Finish.
4.22 The installation program will re-boot the workstation. Please note that you are asked to store the PO8i CD in a save place.
4.23 Proceed to Section 5, Importing Your Database.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 13 of Error: Reference source not found 5 Importing Your Database Top
As currently configured, your Oracle 8i database is vacant. Your data must be imported before proceeding. Only one type of import must be performed, either the empty database import, or the existing data. If installing Relius Administration for the first time (no previous data), ignore Step 5.3. If upgrading from Personal Oracle 7, ignore Step 5.2.
5.1 Open a Windows Command Prompt.
5.2 New Installations: Type IMP80ALL
5.3 Upgrades From Personal Oracle 7: Type IMP-MYDB
5.4 When finished, your old “rollback segments” will be dropped, giving way to the new ones created by the Personal Oracle 8i Installation, and a utility called “reset user” will be run. When finished, you will see a command prompt. Type EXIT
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 14 of Error: Reference source not found 6 Installing Relius Administration 8.0 Top
Even though Relius Administration may have been previously installed, SunGard Corbel recommends a complete reinstallation. Some Steps outlined in this Section may vary, depending on whether your system is being upgraded from Relius Administration 7.x on Personal Oracle 7.
6.1 If not done already, remove any icons or shortcuts from the StartUp folder. Additionally, programs that are set to launch when Windows is started can also be specified in C:\WINDOWS\WIN.INI (or C:\WINNT\WIN.INI). Please edit this file using Notepad. Temporarily remark the entries RUN= and LOAD= by placing a semi- colon (“;”) in front of the line (if programs are specified), then Save and Exit the WIN.INI file. Example of remark:
;RUN=EXAMPLE.EXE
6.2 Be sure you have re-started the computer. Windows or other programs (especially the previous installation process) may have locked some files that need to be overwritten during the upgrade process.
6.3 Temporarily disable all virus protection.
6.4 Insert the “Relius Administration 8.0” CD into your CD-ROM drive. After a brief graphic introduction, the Installation Menu should start automatically. Start by clicking Install Relius Administration 8.0. You must run the “complete” installation the first time on each workstation. Clicking Install Individual Component will allow users to re- install programs that were corrupted, not installed during the main installation, or deleted. This is for troubleshooting purposes. For more information, please contact Technology Support.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 15 of Error: Reference source not found 6.5 If the Installation menu does not start, click Start, then Run and type E:\Setup in the command box, substituting E: with the drive letter of your CD-ROM drive, then click OK.
6.6 If your video resolution is less than 800 x 600, you will receive the message shown below. The installation can continue, but you will need to adjust your resolution before launching Relius Administration.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 16 of Error: Reference source not found 6.7 Older Operating Systems may need an upgraded Windows Installer before continuing. Click OK as prompted and do not interrupt the process. The system will upgrade the Windows Installer, re-boot, and resume the installation. Do not remove the CD from your CD-ROM drive.
6.8 If previously installed, older versions of MSDE will stop to be uninstalled.
6.9 If prompted, right click the SQL Server icon in your system tray (lower right corner by the clock) and choose Exit.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 17 of Error: Reference source not found 6.10 MSDE will finish the process of uninstalling. Do not interrupt the process.
6.11 The Relius Administration 8.0 Setup “Welcome” screen appears. Please note that all open programs need to be closed at this time. Click Next to continue.
6.12 The Select Installation Type screen appears. Since your database is a Personal Oracle Database installed on a local hard drive, click Stand Alone.
Important note: You must choose the correct type of installation. If you choose Workstation, Relius Administration will not launch. The only solution is to uninstall and reinstall.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 18 of Error: Reference source not found 6.13 You will be prompted to enter your Client ID. Please type in your Client ID and click Next to continue. You must enter the correct Client ID, as this will affect your licensing.
6.14 The Choose Destination Location screen will appear. Sungard Corbel strongly recommends the default location, C:\Program Files\Relius\Admin. Click Next to continue.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 19 of Error: Reference source not found 6.15 The Select Program Folder screen will appear. Depending on the user, the icons may be placed in a folder other than the default, Relius. Keep the default or select the Program Folder in which you would like the icons to appear and click Next to continue. (For the convenience of many users, icons will automatically be copied to the main “start” menu and the desktop during the installation.)
6.16 The installation will then copy and register the new Relius Administration 8.0 files.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 20 of Error: Reference source not found 7 Installing Microsoft Components Top
This Section covers the installation of several components provided by Microsoft. These components are necessary for Relius Administration to run properly. Do not skip or interrupt this Section.
7.1 MDAC will install in the background. Do not interrupt this process, as it takes some time to finish.
7.2 Next, SQL Server 2000 will install in the background. The time it reports for completion can be misleading. Be patient and let it continue. Do not interrupt the process, as it takes some time to finish. In order for SQL Server 2000 to properly install, all Windows NT/2000/XP workstations must have the “Server” service enabled and running before beginning the installation.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 21 of Error: Reference source not found 7.3 You may see the screens below for a few seconds. The Setup programs for XML Parser and Windows Scripting Host are running. Do not interrupt.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 22 of Error: Reference source not found 8 Installing Crystal Reports 8.5 Top
8.1 The Crystal Reports Installation will start automatically.
8.2 The Crystal Reports installation will run without user intervention. The time it reports for completion can be misleading. Do not interrupt.
8.3 Windows 98: After re-booting, Crystal Reports will need to configure. This is normal. Do not interrupt the process. Until prompted to re-boot, do not re-boot manually. Continue with Section 8. The system will not re-boot at this time.
8.4 Windows 2000 and Windows XP: Crystal Reports will need to configure before rebooting. This is normal. Do not interrupt the process. Until prompted to re-boot, do not re- boot manually. Continue with Section 8. The system will not re-boot at this time.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 23 of Error: Reference source not found 9 Final Installation Steps Top
9.1 Minor configuration changes are taking place. This should take no more than 2 minutes. Do not interrupt.
9.2 Windows 98 Users: You will be prompted to keep the CD in the CD-ROM drive before the system re-boots the computer. Do not remove the CD. This is essential for Crystal Reports to complete its installation. The system may take some time to begin the re-booting process while it finishes copying Crystal Reports.
9.3 The final screen will look like the one below. Be sure “Yes, I want to restart my computer now” is chosen and click Finish.
9.4 Your workstation will shut down all applications and restart. Do not interrupt the process.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 24 of Error: Reference source not found 9.5 Once you log back on, Windows 98 will take several minutes to configure new settings before it is ready to run. Please be patient and do not interrupt the process or reboot. You may see the screens below. Crystal Reports is completing its configuration. Windows 2000 Professional and Windows XP workstations will log on and launch the operating system with minimal interruption. This is normal.
9.6 After logging on, if action was taken in Section 3, restore the icons or shortcuts that were temporarily removed from the StartUp group or folder and remove the remark from the RUN= and LOAD= statements from WIN.INI.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 25 of Error: Reference source not found 10 Installing Service Packs Top
The content and scope of installations and Service Packs have been enhanced with Relius Administration 8.0. In addition to program files that have been traditionally distributed, scripts for modifying your Oracle database structure are now included. The Service Pack will detect if the scripts need to be run and will automatically execute them if necessary. As a system administrator, you should be aware that required changes are now being made to your database when applying the service pack for the first time. These modifications require that all users be out of the Relius Administration application and, depending upon content, may take considerable time to run. You should be certain that you have a current and restorable backup of your database before installing the Service Pack. The Service Pack must be applied to each workstation.
10.1 Users who have imported their Relius Administration 7.3 database must run the Service Pack in the \Update folder on the Relius Administration 8.0 CD. Re-running the main installation by clicking “Begin Complete Installation” on the installation will also launch the Service Pack. Since Relius Administration 8.0 has already been installed but the database has not been updated, you will be prompted to re-run the installation. You must click Yes. Clicking No will cancel the installation, and Relius Administration 8.0 will not operate properly.
10.2 Check to see if a newer Service Pack is available at the Relius Administration Support web site at http://www.sungardcorbel.com/support/loginform.asp.
10.3 To install the Service Pack, double-click the file and follow the on-screen prompts. All users will need to be out of the databases when running the scripts that will update the database.
10.4 When all the scripts are completely run, the Service Pack will install and register the updated program files. A text file may appear on your screen, describing the changes. For future reference, the file resides in C:\Program Files\Relius\Admin, and carries the same name as the Service Pack with a .TXT extension. More details can be obtained from our web site.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 26 of Error: Reference source not found 11 Licensing the Workstation Top
Licensing for Relius Administration has changed at version 8.0. Licensing is now stored in the database. Each Single-User system must be licensed individually. If you have a dial-up connection to the Internet, connect before proceeding.
11.1 Open Relius Administration and sign on as the System Administrator or a user with the System Administrator’s rights. You should receive the message below.
11.2 From the main Menu, click Utilities | System Administration | System Administrator Update.
11.3 From the System Administration menu, click Licensing | Internet Licensing. Enter the password provided by Technology Support. The password is case-sensitive.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 27 of Error: Reference source not found 11.4 You should receive the message shown below. Exit Relius Administration.
11.5 Re-open Relius Administration and sign on as a standard user. You should see all seven (7) menu options: File, View, Data Entry, Processing, Reporting, Utilities, and Help.
11.6 If you do not have Internet access or licensing via the Internet fails, click Licensing | Manual Licensing and call Relius Administration Support for a code.
11.7 Each Single-User system must be licensed individually.
11.8 You can verify the version and service pack level by clicking Help | About and reviewing the contents of the “About” screen.
11.9 New users will need to create a “normal” user in the Relius Administration Database. The System Administrator cannot conduct plan administration. From within the System Administration window, click the second tab, System Users. Insert your information in the fields and click Add. For more information, press the
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 28 of Error: Reference source not found 12 Configuring Crystal 8.5 Top
12.1 Start Relius Administration and log on as a user other than System Administrator. Click Reporting | Crystal Report Designer. This process must be repeated at each workstation.
12.2 You will now be presented with the Crystal Reports Registration Wizard. Click Next. Choose the option, “I already have a registration number…” then enter the registration number 6089606239 and click “Finish.”
12.3 You should see the screen below. Click OK to continue.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 29 of Error: Reference source not found 12.4 When the “Welcome” screen appears, click Cancel. You can disable it in the future by removing the check from “Show welcome dialog at startup.”
12.5 From the main Crystal menu, click File | Log On/Off Server. The Data Explorer screen will appear. Expand the “tree” of options to ODBC, and then click on CROR7. If you do not see CROR7 in the list of available ODBC options, please see Appendix B for instructions on creating this data source.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 30 of Error: Reference source not found 12.6 At the Logon to Oracle screen, type in the User Name of QT, the Password of QT, and ensure that the Server Name is QTO. Click OK.
12.7 You should then see a list of tables within your Oracle database. If you do not, please call Support. Click Close.
12.8 You are now ready to create your custom Crystal reports.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 31 of Error: Reference source not found 13 Database Maintenance Top
Although maintenance and integrity of data is the responsibility of the client, SunGard Corbel has listed several items that clients should consider when maintaining their Relius Administration systems. We have created shortcuts for starting, stopping, and exporting your database. These shortcuts have been tested in a default environment. Other considerations such as disk space, drive mappings, and individual settings may alter the performance of these shortcuts. SunGard Corbel encourages rigorous testing as soon as possible.
13.1 In Windows 2000 Pro and Windows XP, the database starts as a “service” within the Operating System. In Windows 98, the database should start the first time it is “called” (i.e., when launching Relius Administration for the first time). To manually start the database, click Start | Programs | Relius | Admin | Start Database. You will see some screens below that will display the progress of the database starting and mounting.
13.2 When the database has fully started, you will see an icon in the system tray (shown below).
13.3 The database automatically stops when the Operating System shuts down. To manually stop the database, click Start | Programs | Relius | Admin | Stop Database. You will see some screens below that will display the progress of the database starting and mounting. When finished, the icon in the system tray will vanish. Note: Shutting down the database while Relius Administration is running can damage your data. Shut down all Relius Administration programs and all related components (i.e., Crystal Report Writer).
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 32 of Error: Reference source not found 13.4 To export your database, click Start | Programs | Relius | Admin | Export Database. This will launch a “DOS” window, exporting your database to a single “dump” file. By default the file is C:\Oracle\Ora81\Exports\QTSAEXP.DMP. This file will be overwritten each time an export is run, so you must rename the file to prevent overwriting. SunGard Corbel urges copying this export to another form of removable media, such as a tape backup, recordable CD, ZIP drive, etc.
13.5 Clearing Temporary and Report Tables should be conducted once a week, or more often if heavy reporting is in progress. From the main menu of Relius Administration, click Utilities | System Administration | Temporary Table Maintenance. You must be logged on as the System Administrator within Relius Administration (not as a regular user).
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 33 of Error: Reference source not found Appendix A System Requirements Top
Relius Administration 8.0 Single-User Personal Oracle 8i Workstation Hardware Requirements
Complete requirements are on our web site (http://www.corbel.com/support/qt_technology.asp). Although system requirements vary from client to client, the following is a list of basic requirements.
Pentium III 500 or greater 256 MB RAM 9 GB Hard Drive Minimum SVGA Video Resolution of 800 x 600 with 256 colors Supported Operating System: Windows 98 Second Edition (See Note Below) Windows 2000 Professional with Service Pack 2 or greater Windows XP Professional or Home Edition with most recent Windows Updates Internet Explorer 5.0 or higher Windows Compatible Mouse
Free Disk Space: A minimum of 4 GB of free disk space on the C: drive is required.
Note: Installation of Personal Oracle 8i on Windows 98 is intended for existing clients migrating from Personal Oracle 7. New clients should not install Personal Oracle 8i on Windows 98, and existing clients should plan to migrate their Windows 98 workstation to Windows 2000 Professional or Windows XP as quickly as possible. For more information, please see the Product Lifecycle Guidelines on Microsoft’s web site (http://www.microsoft.com/windows/lifecycle.asp).
Note: Windows must be installed on the local C: drive of the workstation. Operation of Relius Administration with Windows run from a local hard drive other than C: or run from a network drive is not supported. In all cases, Windows must be run from C:\WINNT or C:\Windows.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 34 of Error: Reference source not found Printers: Most Windows-compatible laser printers will work. SunGard Corbel highly recommends the Hewlett Packard LaserJet Series III printers or newer. These printers are fully supported by Windows, Novell, and most all other software available on the market. For plans with large numbers of participants you will need to consider printer duty cycle, print speed, turnaround times, etc. Printers that fail after Relius Administration is installed or updated may need their drivers updated or adjusted. Check with the manufacturer of your printer to see if there is an updated or compatible driver available for download.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 35 of Error: Reference source not found Appendix B Configuring ODBC Top
If you do not see CROR7 as an available data source when logging on to Crystal Reports, you will need to manually create it.
B.1 Open Control Panel and double click the ODBC Data Source Administrator. The actual name of the icon in Control Panel may vary, depending on your operating system and its configuration. From within the ODBC Administrator, click the “System DSN” tab, and then click Add.
B.2 Click “CR Oracle7.” Then, click Finish. Do not choose any other driver, as Relius Administration reports are only supported on the CR Oracle 7 driver.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 36 of Error: Reference source not found B.3 Under “Data Source Name,” type CROR7. Under “Server Name,” type QTO. Click OK. When finished, close the ODBC Administrator and Control Panel. If Crystal Reports is still open, close it and re-open. Resume your configuration of Crystal Reports with step 12.5 on page 34.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 37 of Error: Reference source not found Appendix C Operating System Upgrade Considerations Top
The most successful and fully supported method of upgrading the operating system involves the following steps: Export Database to a location other than the local C: drive Back up the entire system Copy/move any pertinent data not related to Relius Administration Format C: Drive and install new operating system (Windows 2000 Professional or XP) Install other necessary components (e-mail, office applications, etc.), including service packs or updates to operating system Install Personal Oracle 8i and import database that has been copied in the first step Install Relius Administration 8.0 and Release Updates and Service Packs
As stated in Section 2, SunGard Corbel conducted extensive testing of upgraded operating systems to prepare for Personal Oracle 8i. While the upgrade process may appear to proceed properly, it will not correctly configure Relius Administration in the new environment. Some features of Relius Administration or its related components may not work on an upgraded operating system. After installing Personal Oracle 8i and importing your database, you must reinstall MSDE and MDAC.
C.1 Microsoft SQL Data Engine – MSDE 2000 will fail after the operating system has been upgraded (see sample below). Windows 98 does not use “services” the same way Windows 2000 or Windows XP do. Insert the Relius Administration 8.0 CD and click Install Individual Component, and then click MSDE 2000.
C.2 Microsoft Data Access Components – MDAC 2.7 will be overwritten during the upgrade of your operating system. Its failure will be evident when you try to launch Relius Administration (see sample below). Insert the Relius Administration 8.0 CD and click Install Individual Component, and then click MDAC 2.7.
048c971f28f7ede542eb9492273944bf.docRelius Admin. 8.0 New Single-User Page 38 of Error: Reference source not found