Installation Manual Copyright  ARTech Consultores S. R. L. 1988-2003. All rights reserved. This document may not be reproduced in any form without the express permission of ARTech Consultores S.R.L. The information contained herein is intended for personal use only.

TRADEMARKS ARTech, GeneXus and GeneXus Query are trademarks or registered trademarks of ARTech Consultores S.R.L. All other trademarks mentioned herein are property of their respective owners.

Table of Contents

Table of Contents______3 Introduction______4 1. GeneXus Components ______4 2. Manual Guidelines ______4 System Requirements______5 1. Basic Installation Requirements ______5 2. Generator Requirements ______5 3. GeneXus Query Requirements ______7 Installation______8 1. Installing GeneXus 8.0______8 2. Installing Upgrades ______14 3. Installation FAQs ______15 License Activation______16 1. New GeneXus User______17 2. User of Previous GeneXus Versions ______17 3. GeneXus Query Activation______18 4. Activation FAQs ______18 More Information______20 Online Resources ______20

Introduction

1. GeneXus Components

GeneXus has the following components:

1. Development Environment It is an Integrated Development Environment (IDE) for designing and prototyping your applications, regardless of the production platform.

2. Generators GeneXus generates native code for the leading platforms. The generators available are the following: • .NET • Java • • Pocket PC • C/SQL • Visual FoxPro • Cobol for iSeries • RPG for iSeries

3. GeneXus Query This is a flexible analysis tool for end users who need to create their own dynamic reports. • Provides easy and safe access to all the information of your organization. • Allows end users to build their own reports.

2. Manual Guidelines

There is only one setup wizard to install the components mentioned above. In the Installation chapter you will find a detailed description of the installation process. Before the installation, check the requirements of each component in the System Requirements chapter.

To be used, each component requires an activation code. In the License Activation chapter you will find the required steps to activate them.

In addition, there are regular product Upgrades. In the Installing Upgrades section of the Installation chapter you will find information about how to obtain and install these upgrades.

If you are already working with previous GeneXus versions and want to migrate your Knowledge Base to version 8.0, read the Backward Compatibility section in this version‘s Release Notes. This document is included in the GeneXus 8.0 CD, under the directory: Technical Documents\GeneXus 80 Release Notes.

Finally, in the More Information chapter you will find more information about the product as well as interesting links to resources on documentation, support, forums, etc.

System Requirements

1. Basic Installation Requirements

Below are the minimum requirements to install GeneXus:

Hardware Requirements Processor: 500 MHz Intel Pentium class

Memory: at least 64 MB of RAM (256 MB recommended)

Hard disk: at least 50 MB of free disk space to install the Development Environment, plus an average of 10 MB for each generator. To create GeneXus applications you will need additional space or a shared disk to create the Knowledge Bases.

Video: 800 x 600 resolution or higher, with 256 colors

Software 98 or higher. If you are using Requirements Windows NT, you must install service pack 6.0 or higher.

Microsoft .NET Framework 1.1 Redistributable Package 1

Microsoft Internet Explorer 6.0 SP1 or higher 1

2. Generator Requirements

This section contains the requirements to generate and execute applications with the different GeneXus generators:

Generator Requirements .NET • Microsoft .NET Framework 1.1 Redistributable Package 1 • For generating Web interface applications you will need IIS 5.0 or higher (available on Windows 2000 or XP) • For generating Windows interface applications or printing PDF reports, you will need Visual J# Distribution Package 1.1 2 • ODBC Driver for the DBMS used

1 You can install it from the GeneXus 8.0 CD. It is located under the Tools directory. The .NET Framework 1.1 Redistributable Package can also be downloaded from Microsoft‘s website: http://msdn.microsoft.com/library/default.asp?url=/downloads/list/netdevframework.asp

2 You can obtain Visual J# Distribution Package 1.1 from Microsoft‘s website: http://msdn.microsoft.com/vjsharp/downloads/howtoget.asp or from the GeneXus 8.0 CD, in the following directory: Tools\Microsoft VJSharp 1.1 Java • Sun and/or Microsoft JDK (we recommend having both) • For generating Web interface applications: o Web Server o Servlet Engine o JavaServer Web Development Kit • For generating 3-tier Windows interface applications: o HTTP: you will need a Web server and a servlet engine o CORBA: you will need Visibroker • JDBC Driver for the DBMS used Visual Basic • Microsoft Visual Studio 6.0, with Service Pack 5 or higher • MDAC 2.6 or higher 3 • If you use Sheridan Data Widgets, you will need version 3.0 or higher installed. • ODBC Driver for the DBMS used (except if you are working with Access) Pocket PC • Embedded Visual Tools 3.0 4 • Windows 2000, Windows XP, Windows NT SP5, or Windows 98 Second Edition (the latter does not support the emulator). C/SQL • C Compiler (Visual Studio 6.0 Service Pack 5 or higher in Windows environments) • Remote Execution Service • Precompiler or ODBC Driver for the DBMS used

The requirements for this generator may vary depending on the platform and the access technology used to access data. They also change depending on where the source will be compiled. For further information please refer to: C/SQL Generator Requirements Visual FoxPro • Microsoft Visual Studio 6.0, with Service Pack 5 or higher • MDAC 2.6 or higher 3 Visual FoxPro • Microsoft Visual Studio 6.0, with Service Pack 5 or Client/Server higher • MDAC 2.6 or higher 3 • ODBC Driver for the DBMS used Cobol for iSeries • Cobol Compiler • GeneXus Library for iSeries RPG for iSeries • RPG Compiler • GeneXus Library for iSeries

3 You can install it from the GeneXus 8.0 CD. It is located under the Tools directory.

4 You can obtain Embedded Visual Tools 3.0 from: http://www.microsoft.com/downloads/details.aspx?FamilyId=F663BF48-31EE-4CBE- AAC5-0AFFD5FB27DD&displaylang=en It includes the Pocket PC 2002 emulator. To install the Pocket PC 2000 emulator, download it from http://www.microsoft.com/downloads/details.aspx?FamilyId=BB3F4D7B-DE2A-4E1A- A175-26A68C301AC4&displaylang=en In addition, to create the database and execute the generated applications, you must have some of the following DBMSs installed:

Generator DBMS .NET DB2 Universal Database Java DB2 UDB for iSeries C/SQL Informix Visual FoxPro Client/Server Oracle PostgreSQL SQL Server Visual Basic Access DB2 Universal Database DB2 UDB for iSeries Informix Oracle PostgreSQL SQL Server Visual FoxPro DBFCDX (Compound Indexes) DBFIDX Cobol for iSeries iSeries Native RPG for iSeries iSeries Native Pocket PC ADOCE

3. GeneXus Query Requirements

You need GeneXus Query Upgrade 5 in order to work with GeneXus 8.0 knowledge bases.

This upgrade is included in the GeneXus Query installer contained in the GeneXus 8.0 CD.

Installation

This chapter describes the steps to install and update GeneXus 8.0. Note that you must have Administrator rights to execute the installation and apply the Upgrades.

1. Installing GeneXus 8.0

INSTALLATION OPTIONS

When installing GeneXus, you can choose between two options:

Standalone installation: this option installs GeneXus on a local or shared disk and updates your system to ensure proper product operation. In this case, GeneXus runs without the need of a network connection.

Network installation: this option installs GeneXus on a shared directory or a network server so that the product can be concurrently used by more than one workstation. After the network server installation is complete, you must run an installation called Workstation Setup in each workstation.

Advantages of the network installation • Your local disk space is not affected by the installation of GeneXus. The workstation setup procedure is quite faster because you don‘t have to copy all the installation files to each one of them. • As for version maintenance, the installation of Upgrades is simpler as they are only applied to the shared installation and not to all workstations.

Disadvantages of the network installation • You may experience slower performance for some GeneXus operations. • If the server or the shared directory is not available, you cannot use GeneXus.

Below are detailed instructions for both installation processes.

STANDALONE INSTALLATION

1. Insert the GeneXus 8.0 CD into your CD-ROM drive.

2. Run the GeneXus 8.0 setup wizard from the browser (by selecting GeneXus 8.0/Install/Install GeneXus 8.0), or from the CD (by executing the GX80.exe file located in the GeneXus80 directory).

3. Register your name and company name in the dialog box displayed after the Welcome window and the License Agreement. You will also be able to indicate whether you want to register the settings for your username only, or for all the users that share the PC (fig. 1). When you finish, click Next.

Figure 1

4. Optionally, indicate the installation directory in the dialog box that is displayed. The default directory is c:\Program Files\ARTech\GeneXus\gxw80, but you may change it by selecting the Browse button. (Fig. 2)

NOTE: You must not select a directory that is being used by another GeneXus version.

Figure 2

5. You will see the components that will be installed by default and those that will not be installed by default. The latter are indicated with a red cross. To add components, click on a component and select ”Will be installed on local hard drive.‘ To remove components, click on a component and select ”Entire feature will be unavailable.‘ To start the installation, click on the Next button. (Fig. 3)

Figure 3

6. Once the installation is complete, a dialog box with three options is displayed:

Do you want to create a desktop shortcut to GeneXus 8.0? It creates a shortcut to GeneXus 8.0 in the Windows Desktop.

Online W eb User Registration It allows you to register in our web site, where you can subscribe to the news service and have access to product upgrades and useful technical information.

Launch License Manager It executes the GeneXus License Manager, from where you can activate the installed components.

After clicking on the Finish button, the selected options are launched and the set of GeneXus 8.0 programs is created.

In addition, if you selected the GeneXus Query component in step 5, the installation of this component will be launched independently. For detailed instructions on how to install GeneXus Query, please refer to GeneXus Query Installation Manual.

NETWORK INSTALLATION

GeneXus installation in a network server The network installation differs from the standalone installation only in that GeneXus is installed on a server disk.

It can be executed either from the server console or from any workstation connected to the server. It requires full writing rights to the installation server‘s disk.

When executing the installation from a workstation, in step 5 of the installation process you must select the Workstation Setup Files option in order to install the components. This will copy the Workstation Setup to the server so as to be executed later by the workstations.

W orkstation Setup You must execute this option from each workstation that will use a GeneXus network installation (already executed following the steps of the previous section).

1. Execute GXNSetup.exe from the Nsetup directory located in the GeneXus network installation directory.

NOTE: The directory where the new version is installed must be mapped as a logical unit. UNC paths are not supported. This mapping must be kept after the execution of the Workstation Setup, otherwise the installation will not work properly.

2. Register your name and company name in the dialog box that is displayed after the Welcome screen. Also, indicate whether you want to register the settings for your username only, or for all the users that share the PC. (Fig. 4)

Figure 4

3. You will see the components that will be installed by default and those that will not be installed by default. The latter are indicated with a red cross. To add components, click on a component and select ”Will be installed on local hard drive.‘ To remove components, click on a component and select ”Entire feature will be unavailable.‘ The following components are available:

General It updates the system with the required files and registrations so that GeneXus is correctly executed.

Visual Basic System Files It installs DLL‘s and OCXs for use by the Visual Basic generator.

Visual Fox Pro System Files It installs DLL‘s and OCX‘s for use by the Visual FoxPro generators.

Click on the Next button to start the installation. (Fig. 5)

Figure 5

4. Select one of the two options of the dialog box that is displayed once the installation is complete:

Do you want to create a desktop shortcut to GeneXus 8.0? It creates a shortcut to GeneXus 8.0 in the Windows Desktop.

Online W eb User Registration This option allows you to register in our web site, where you can subscribe to the news service and have access to product upgrades and useful technical information.

Click on the Finish button to launch the selected options and create the set of GeneXus 8.0 programs.

2. Installing Upgrades

Upgrades of the GeneXus components are periodically made available. They are executables that must be applied to an existing installation. Different upgrades are available for the Development Environment, for each generator, and for GeneXus Query.

You can download the latest Upgrades from:

Development Environment and Generators: http://www.gxtechnical.com/updategx80

GeneXus Query: http://www.gxtechnical.com/updategxquery

INSTALLATION

Below are detailed instructions for installing Upgrades:

1. Download the corresponding Upgrade executable and run it.

2. If an installation of the component to be upgraded is not detected in your PC (for the same GeneXus version), a message will be displayed and the installation will be cancelled (Fig. 6). Otherwise, the installation will be executed.

Figure 6

NOTES: • Version 8.0 upgrades do not prompt you for an installation directory, as it is obtained from the previous installation.

• Visual Basic, Visual FoxPro and Visual FoxPro Client/Server Upgrades must be applied not only to the network installation, but also to each one of the workstations sharing this installation. In this case, the Upgrade installation will only update the workstation‘s DLLs and OCXs.

3. Installation FAQs

HOW DO I ADD COMPONENTS TO GENEXUS?

Rerun the setup and select the ”Modify‘ option. Add the desired components and continue with the installation.

HOW DO I INSTALL AND UPDATE A GENEXUS NETWORK VERSION?

Installing GeneXus 8.0: Execute the GeneXus 8.0 Setup Wizard on the server (or on a workstation with access to the server disk) and install the new version (see the GeneXus Installation/Network Installation section in the Installation chapter). Don‘t forget to select ”Workstation Setup Files‘ in the selected components (they appear unselected by default).

In each workstation, map the server disk where GeneXus 8.0 is installed and execute GXNSetup.exe from the Nsetup directory located in the installation directory.

Installing Version Upgrades: Run the Upgrade on the machine where you installed GeneXus on the server.

When installing an Upgrade of the Visual Basic, Visual FoxPro or Visual FoxPro Client/Server generators, execute the Upgrade in each workstation.

CAN I HAVE MORE THAN ONE GENEXUS 8.0 INSTALLATION IN THE SAME PC?

You can‘t have more than one local version. When executing the setup for the second time, the previous installation is detected and a dialog box is displayed with the following options: Modify, Repair and Remove. These options apply to the previous installation.

You can have a local installation and use a network version by executing the Workstation Setup. However, remember that when working with Windows NT/2000/XP it will use the settings of the last setup used.

To make sure that you‘re running the selected version, execute the GX Register tool, located in the GeneXus 8.0/GeneXus Utilities set of programs. You may also execute GXRegNT.bat in the GeneXus installation directory. Note that this is not necessary when using Windows 9x.

CAN I HAVE MORE THAN ONE GENEXUS VERSION INSTALLED ON THE SAME PC?

Yes, you can. The only constraint is that they must be installed on different directories.

License Activation

Once the product has been installed, you have to activate the keys to obtain the right to use the different components. For this you will have to request a Site Key from your distributor, by sending the corresponding installation code (Site Code).

The site key installation may be local or remote (centralized), regardless of where the product is installed. If the licenses are centralized in a server, the GeneXus Protection Server 3.0 must be installed on this server.

To request the Site Keys, open the GeneXus License Manager that is located in the set of GeneXus 8.0 programs, or execute the GXMLGR.EXE file that is located in the GeneXus 8.0 installation directory. You may either send the request via web or generate a file with the Site Code(s) to be sent to your Distributor via e-mail.

If you make the request via e-mail, you have to attach the generated file to an email message and send it to your distributor, who will forward it to ARTech. Next, according to the distributor‘s instructions, ARTech will send a file containing the Site Code(s) directly to you or to the distributor.

When you make the request via web, it is directly sent to ARTech. The distributor receives a notification to confirm it. Once confirmed, ARTech will either reply to the distributor or directly to you. W e highly recommend using this method to request the site keys, as it ensures better response times.

The reply message has a file containing the Site Key of the requested components. Once you receive the keys, you should activate them through the License Manager.

NOTE: This is mandatory for all components except for Visual FoxPro and Visual Basic when used in File Server mode, that is to say, when DBF and Access are used as DBMS.

Figure 7

Below are detailed instructions to authorize GeneXus with GXProtection, depending on whether you are a new GeneXus user or not (you have used previous versions).

NOTE: With GXProtection, if you have licenses for any version of a specific product, you can use any previous version of the same product without the need to authorize it or transfer the license. For example, authorizing GeneXus 8.0 Development Environment allows you to use versions 7.0 and 7.5. (This is possible as from version 6.1 Patch 5).

For more detailed information about protection, please refer to the GXProtection Manual or the License Manager Help.

1. New GeneXus User

If you are a new user and therefore do not have previous versions authorized:

1. Execute the GeneXus License Manager, located in the Programs menu of the product, or run Gxlmgr.exe from the product installation directory.

2. Press Select Computer and indicate where the license will reside. The available options are as follows: a. Local: If you select this option, the licenses will be installed on the PC where the License Manager is executing. From this PC you will be able to use any product installation, whether local or network. b. Remote: With this option the licenses will be installed on the server indicated in the enabled field. First, you must install GeneXus Protection Server on the indicated server. This option allows you to use the product from any networked PC with access to the licenses server. This way you will be able to share licenses between different network users.

3. Click the Authorize button and select the Request Licenses option to request the activation key for the components that you want to authorize. There are two options available to make the request: a. Authorize by Web: With this option the request is made through the Internet. After selecting all the components to be authorized, click Finish in the last step of the wizard. Next, complete the request information in the web form that is displayed. b. Generate Authorization File: If you do not have a connection to the Internet, you can generate a file with all the Site Codes and then send it to your distributor via e-mail.

4. Once you have the activation key (a file with .gxa extension), copy it to the disk and re-run the License Manager to activate the key. To do so, press the Authorize button again and select the Enter License option. Next, press Authorize from file and select the .gxa file containing the activation keys. A screen will be displayed indicating the operation status.

If you receive a success message, you are ready to start using GeneXus 8.0!

2. User of Previous GeneXus Versions

If you have a previous version authorized with GXProtection 2000 (GeneXus 7.5, 7.0 or 6.1 Patch 5), by authorizing the latest version you can share the keys with the previous version. To authorize GeneXus 8.0, follow these steps:

1. Uninstall all licenses using the License Manager of the previous version. To do so, click the Uninstall button and send the uninstall codes to your distributor.

2. Follow steps 1 to 5 of the previous section (—New GeneXus User“) to activate the new keys.

3. To have access to the previous version using the new product's local licenses, you must do the following: a. GeneXus 7.5: Install Development Environment 7.5 Upgrade 5 o newer upgrade. b. GeneXus 7.0 and 6.1: Download the following file and extract the protrun.dll to GeneXus installation directory: http://www.gxtechnical.com/main/hdcenter.aspx?2,6,36,1114

Now you can use both versions!

If you have a previous version authorized with Crypkey Protection (GeneXus 6.1 Patch 4 or older):

1. Uninstall the licenses using the License Manager of the previous version. To do so, click the Uninstall button and send the uninstall codes to your distributor.

2. Follow steps 1 to 5 of the previous section (—New GeneXus User“) to activate the new keys.

NOTE: GXProtection is not compatible with the Crypkey protection system (used up to version 6.1 Patch 4). For this reason, it is not possible to transfer or share keys between those versions.

3. GeneXus Query Activation

The GeneXus Query authorization process is similar to that of GeneXus, except that it uses per-user licenses instead of concurrent licenses. Per-user licenses are assigned to each user and only the license owner can use all the product‘s features. On the other hand, concurrent licenses allow any user to access all the product‘s features.

To authorize GeneXus Query, follow the steps below:

1. Execute the License Manager from GeneXus Query Programs menu or through the gxlmgr.exe file located in GeneXus Query\Program installation directory.

2. Follow steps 1 to 5 of the previous section (—New GeneXus User“) to activate the GeneXus Query key.

3. Since the product uses per-user licenses, once the key has been entered, GeneXus Query users must be indicated through the Allowed Users button in the License Manager.

4. Activation FAQs

WHAT IS THE GENEXUS PROTECTION SERVER, AND HOW DOES IT WORK?

To share a (GeneXus) license among different users, or to let a user run it from different workstations, the license must be centralized. In this case, before requesting the keys, you must install GeneXus Protection Server on a server and then request the keys, indicating the server name in the Select Computer option of the License Manager.

The GeneXus Protection Server is a service that runs on Windows 2000/XP/NT or higher, and provides licenses to any network client, regardless of where the product was installed (on the server or on any other PC). The clients accessing this service must be under the same domain. If the product is installed locally, to take the license from the server you have to set up the name or the IP address of the license server in the Select Computer option of the local installation License Manager.

WHERE DO I OBTAIN THE GENEXUS PROTECTION SERVER?

You can download it from this URL: http://www.gxtechnical.com/main/hdcenter.aspx?2,6,36,1083

It is also available in the GeneXus 8.0 CD, in the Tools\GeneXus Protection Server directory.

WHEN INSTALLING THE GENEXUS PROTECTION SERVER, A SETUP WIZARD FROM A PREVIOUS VERSION IS DISPLAYED WITH THE REPAIR/REMOVE OPTIONS. WHY IS THAT?

This happens because a previous version is installed, and you have to uninstall it before installing the new version.

To do so, select the Remove option and continue. Once the uninstall option is complete, rerun the setup.

HOW DO I KNOW IF THE PRODUCT USES PER-USER LICENSES?

If the product uses per-user licenses (nominated licenses) it will be indicated in its documentation. Anyway, you can find this out from the License Manager: • When authorizing the product, it prompts you for the license owners. • In the —Restriction“ column, the —nominated license“ information is displayed. Besides, if the product has licenses that were not assigned, it indicates the number of non-assigned copies. • The Allowed User button is enabled only when the license is assigned to a user.

More Information

Online Resources

GENEXUS 8.0 HELP

You can obtain the updated version of GeneXus 8.0 Help at: http://www.gxtechnical.com/helpgx80.

GENEXUS DEVELOPER LIBRARY

You can query GXDL online or, if you want to use it locally, you can download it from http://www.gxtechnical.com/gxdl.

CUSTOMER SUPPORT

The Technical Support services are provided by ARTech and the associated distributors. ARTech provides these services directly to its customers in Brazil, Colombia, Mexico, Panama and Uruguay, to all GeneXus distributors worldwide, as well as to the customers that have purchased extended support. Customers in the rest of the world receive the service from their respective distributors. Please visit http://www.genexus.com/distributors to view the list of distributors. Further information at: http://www.gxtechnical.com/assistedsupport

FORUMS

There are public forums related to different topics of the GeneXus world. You can subscribe at http://www.gxtechnical.com/forum.