Chapter1 Installation 1.1 System Requirements In order to run CahabaProperty, a PC with the following characteristics is required: • Microsoft Windows XP Professional, Home or Media Edition, Windows Server 2003 or Windows Vista • 512MB of RAM • 1.2 Gigabytes of available hard-disk space 1.2 Standard Edition Installation 1.2.1 New Installation 1.2.1.1 Server Software Installation CahabaProperty supports a networked environment. If you use CahabaProperty on a single machine, this machine is your server and contains you client software. If you are going to have multiple machines accessing CahabaProperty in a networked environment, you should first decide which machine will be the server. This is the machine where the databases will reside (and the machine from which backups of data will be requested). You will be able to use this machine (and other client machines) to enter data. You should install CahabaProperty on the server machine first. CD Installation: If you have a CD, on the server machine, insert the CD into a drive. The installation program should automatically start to run. If for some reason it does not, navigate to the directory where the installation program is located and double-click the setup.exe file. Download Installation: When you download the installation file from the CahabaCreek Web site, you are downloading a compressed copy of the CD image. You should SAVE this file before trying to run it. After the download has completed, navigate to the downloaded cproperty_standard_setup.exe file and double-click to run it (or if you now have a Run option, you may select Run). You will be asked where you want to decompress the CD image and what file to run after this has completed. The default is on your TEMP drive and to run the setup.exe file. It will then decompress the CD files and run the setup.exe for you automatically. When finished, you may create your own CD backup from this image if you wish, and delete the CDImage from your machine. If you are going to install client machines, we suggest you copy this image to a CD or removeable drive (such as a flash) to avoid having to download it again. Note You must be an administrator (use the administrator ID) or have administrator privileges to install CahabaProperty. User Guide CahabaProperty 1.0 1-1 Installation 1.2.1 New Installation After accepting the license, you will be asked if you want a Server or Client installation. Click the Server button and then click Next. Follow the on-screen instructions (accepting all the defaults if you do not care where the program is installed). Note CahabaProperty should not be installed to "Desktop" or "My Documents." If you change the default install location (c:\Program Files\CahabaCreek Software\CahabaProperty), then be sure to verify that you did not pick one of these locations. It is fine to install it to a folder on any of your hard drives. Do not install it to a removable drive (such as a flash drive) as this will cause your computer to have problems when the drive is not in the machine. At the end of the installation, you will be asked if you wish to restart the system. You cannot start to use CahabaProperty until the computer has been restarted. Be sure to close any applications that may be running so that you will not risk losing any data. IMPORTANT: Before continuing with the client installations, make sure that you know the Name (hostname) of the machine where you installed this server software. Your server installation will remind you of this name. You will be required to enter this when you install the client software. 1.2.1.2 Client Software Installation Client (Workstation) machines are computers where you may also wish to be able to enter data. These machines will use a network to communicate with the server machine where the data is located. You may install clients (Workstation installation) on multiple machines, but you should only install one server (Complete installation). 1-2 CahabaProperty 1.0 User Guide 1.2.1 New Installation Installation On the client machine(s) insert the CD into a drive (or navigate to the directory with the CD image). Note If you downloaded the installation file, it will be easier if you copy the CD image from the server machine to a CD or removeable drive after you downloaded. This will save you having to also download the CD image file onto the client machine (it is very large). If you inserted a CD, the installation should start up to run automatically. If for some reason it does not (or if you have downloaded the software from the CahabaCreek Web site), navigate to the directory where the installation program is located and double-click the setup.exe file. After accepting the license, you will be asked if you want a Server or Client installation. User Guide CahabaProperty 1.0 1-3 Installation 1.2.1 New Installation Click the Client button and then click Next. You will then be asked to provide the name of the machine where the server software was installed. Enter the server name in the Server Name text box and click the Next button. Follow the on-screen instructions (accepting all the defaults if you do not care where the program is installed). Note CahabaProperty should not be installed to "Desktop" or "My Documents." If you change the default install location (c:\Program Files\CahabaCreek Software\CahabaProperty), then be sure to verify that you did not pick one of these locations. It is fine to install it to a folder under "Program Files" or in a folder on any of your hard drives. Do not install it to a removable drive (such as a flash drive) as this will cause your computer to have problems when the drive is not in the machine. At the end of the installation, you will be asked if you wish to restart the system. You cannot start to use CahabaProperty until the computer has been restarted. Be sure to close any applications that may be running so that you will not risk losing any data. 1.2.1.3 Configuring Internet Security Software When you run the Network Version of CahabaProperty, you will likely need to configure your Network Security Software (Firewall and/or Anti-virus software) to allow CahabaProperty access to your local network. See section Section1.5, Configuring Network Security and/or Anti-Virus Programs before trying to run CahabaProperty. 1-4 CahabaProperty 1.0 User Guide 1.3 Updating CahabaProperty to a Newer Release Installation 1.3 Updating CahabaProperty to a Newer Release Customers with active support contracts, may update their copy to the latest release using CahabaProperty support page at the CahabaCreek web site. Go to http://www.cahabacreek.com and navigate to the CahabaProperty Support homepage. Select the Update CahabaProperty menu item and follow the directions. You will be given specific instructions for installing your update at the time that you request it. 1.4 Moving CahabaProperty to a Replacement Computer Moving CahabaProperty to a new computer is easy. For a Standard Edition where the new machine will replace the server, install CahabaProperty on the new computer. When CahabaProperty launches, simply restore the data from a backup that was done to external media (flash drive, CD or DVD) on your old machine. Section2.6, Backing Up and Restoring Data and Section1.2, Standard Edition Installation, provide detailed information on how to accomplish this. You should then uninstall CahabaProperty on the old machine. If you are replacing a client computer (or adding a new client computer), simply install the CahabaProperty client software on the new computer. Note If an additional computer is added to a networked environment (vs. replacing an existing computer), you should verify that you are not exceeding the number of computers for which you are licensed. 1.5 Configuring Network Security and/or Anti-Virus Programs Because CahabaProperty is a networked solution, it is possible that you will need to modify your Network Security configuration to run CahabaProperty. Some of the Network Security and Anti-virus software products today require that you explicitly allow (via configuration or reply to prompts) programs and/or network ports that may be used on the machine in an extra effort to avoid harmful virus programs from running and/or damaging your machine. Unfortunately, this some- times has the effect of restricting programs that you wish to use. CahabaProperty installs and uses windows services to support security, member and financial features of the product. These services use TCP/IP networking within the machine and/or across your local network (CahabaProperty does not access the Internet). Because CahabaProperty uses "services" and "network ports," some security software will block access and/or issue warnings asking if you wish to allow the program to run. Most of these software packages will "remember" if you say "Yes" the first time they ask, but some will either ask every time or explic- itly deny anything that has not been configured by you to run on the machine. These warnings (or silent refusal to allow network access) cause problems when you try to use CahabaProperty. The most common problems are a) not allowing the services to run or b) blocking access to the TCP/IP ports necessary for communica- tions. If you had to reply to a prompt asking if you wished to allow a program to run (or to access the network), then the software that posed that question requires configu- ration. All of the common network security and anti-virus software packages allow you to configure programs and/or ports that you wish to allow to run.