DocSTAR SQL Edition Technical Documentation Chapter 1 Requirements ..................... 1-3 Requirements ...................................................1-4 Hardware ........................................................ 1-4 Software .......................................................... 1-4 Chapter 2 Setup.................................. 2-1 General Setup Guidelines .............................2-2 Installation Scenarios ................................... 2-2 Summary of Steps......................................... 2-3 Installation Steps for Scenarios .................. 2-5 DocSTAR Setup Routine ............................ 2-6 Log files.......................................................... 2-7 Individual Setup Steps ...................................2-9 Prepare Existing DocSTAR Host............... 2-9 Setup NT Server............................................ 2-9 Setup SQL Server ....................................... 2-10 Copy existing DocSTAR 2.3 data to new NT server 2-12 Configure SQL Database Structures........ 2-12 Install ODBC Drivers................................. 2-12 Install DocSTAR SE.................................. 2-13 Database Activity (Initialize, Update, or Upsize) 2-19 Restore DocSTAR SE Data on a Bare NT Server 2-25 Final DocSTAR Steps................................ 2-25 Copy Setup Routines to Host.................... 2-26 Manual Processes......................................... 2-29 Manually Configure SQL Database Structures 2-29 Manually Edit Data Source Names.......... 2-34 Convert Jet Database to SQL Server Database using UPSIZVB3.EXE 2-39 Chapter 3 Maintenance....................... 3-1 DocSTAR SQL Edition – Technical Documentation 1 -1 Maintenance .....................................................3-2 SQL Server Maintenance ............................ 3-2 Chapter 4 Troubleshooting ................. 4-1 Troubleshooting ..............................................4-2 Error Messages .............................................. 4-2 ODBC & DSN............................................... 4-3 Restoring MASTER Database.................... 4-3 Chapter 5 Utilities............................... 5-1 Utilities...............................................................5-2 Data Manager................................................ 5-2 Concheck........................................................ 5-4 Chapter 6 Glossary ............................. 6-1 Glossary.............................................................6-2 1 -2 DocSTAR SQL Edition – Technical Documentation Chapter 1 Requirements DocSTAR SQL Edition – Technical Documentation 1 -3 Requirements DocSTAR SQL Edition requires: Hardware DocSTAR SQL Server Host Computer DocSTAR Scan Station Network cards, hub, cables, etc. Software Windows NT Server version 4.0 with service pack 4 installed Windows SQL Server 7.0 Standard Edition, with service pack 1 Windows NT client access licenses and SQL Server client access licenses for all users DocSTAR SQL Edition software CD. Contains: DocSTAR SQL Edition Software \DSSQLED, SETUP.EXE DocSTAR ODBC Drivers \DSODBC, SETUP.EXE Microsoft SQL 7 Service Pack 1, \SQL7SP1, SETUP.BAT Microsoft SQL 7 VB3 Fix, \SQL7FIX ASPI Drivers for Windows NT, \ASPINT, INSTASPI.EXE An existing DocSTAR Host can be used as a scan station to a new DocSTAR SQL Server installation. All data in the DocSTAR database can be moved to the new SQL Server Host during installation of the DocSTAR software. You should ensure beforehand that any existing data (document images, etc) recorded on optical media are in a format that will be directly readable under Windows NT. Media formatted with FAT32 may need conversion prior to installation. 1 -4 DocSTAR SQL Edition – Technical Documentation Chapter 2 Setup DocSTAR SQL Edition – Technical Documentation 2 -1 General Setup Guidelines DocSTAR SQL Edition is installed through a very detailed process. The steps needed to install DocSTAR SE on a given machine will vary based on the particular installation and situation. Factors include whether this is a host or remote system, whether this is a new installation, an upgrade from and earlier DocSTAR version using a Jet database, or an update to DocSTAR SE, and whether this installation is happening in the factory or in the field. Below is a table that lists the types of or reasons for installation and the steps appropriate for each situation. The number indicates the order in which the steps should be taken. The sections which follow describe each of the steps. Follow the directions for the steps that are indicated for your situation. Installation Scenarios Host 1. Factory Installation of Host When a new NT DocSTAR SE Server is built at the factory, all the components of DocSTAR must be installed as if this server will be used in a new installation, including a clean, initialized database. This will allow the technicians to thoroughly test the installation. Note: If the new server is installed in a new site, little needs to be done on site. If the server is installed to upgrade an existing installation, additional steps will be taken at that time. 2. Field Configuration of Host – New Site This situation occurs when a new NT DocSTAR SE server is placed at a customer site as a new DocSTAR. This system will not replace any existing systems or be expected to hold the data of another DocSTAR system, even if the customer has other DocSTAR systems in place. Very little has to happen in this situation, beyond physically connecting the server prepared at the factory. 3. Field Conversion of Host – Existing Site When a new NT DocSTAR SE server replaces an existing DocSTAR system additional steps must be taken on-site to move the customer’s data from the existing system to the new server. The process begins with a factory-installed host. The customer’s data is moved to the new host, and then DocSTAR is reinstalled to customize the installation. However, the backbone pieces of NT and SQL Server do not have to be reinstalled. 4. Routine DocSTAR Reinstall on Host – Existing Site Periodically, updates to the DocSTAR SE software will be available. At other times, a technician may choose to reinstall DocSTAR to correct a problem with corrupted files or a similar situation. In this situation, DocSTAR SE can easily be reinstalled, skipping the steps used to build a server from scratch. 5. Field Installation of DocSTAR SE on an existing NT Host– Existing Site There are very few systems in the field that are already use an NT Server. For these situations where a new, factory-built NT Server isn’t needed, steps similar to those used in the factory are needed to install SQL Server and other background software. 6. Field Reinstallation on Bare Host Server– Existing Site 2 -2 DocSTAR SQL Edition – Technical Documentation In the case of an extreme failure, the technician may need to remove all software from a server and rebuild the server, beginning with installing the operating system. This situation will combine steps used in the factory to build a new server with steps used in the field to restore or move data from an existing system to a new one. Remote 1. Initial Installation of DocSTAR SE on Remote station– New or Existing site After the host is installed, the scan, view, and view/file stations can be installed. These are all considered remote stations. All steps for this installation are done on-site. 2. Routine DocSTAR SE reinstall on Remote station – Existing site Similar to a host, updates to the DocSTAR SE software will be available or the technician may choose to reinstall DocSTAR to correct a problem. In this situation, DocSTAR SE can easily be reinstalled, skipping the other steps. Summary of Steps 1. Prepare Existing Host When converting an existing system to DocSTAR SE, some steps are needed to backup current data, etc. to prepare for the move. 2. Install NT Server This involves installing the operating system. It needs only be done when loading a bare machine. 3. Setup SQL Server This involves installing the SQL Server software and setting general configuration options. This is required when building a new system or before installing DocSTAR SE on one of the few NT servers that exist. 4. Copy existing DocSTAR 2.3 data to new NT server This step is necessary when converting a DocSTAR 2.3 system to DocSTAR SE. It is done prior to installing DocSTAR SE so that the original DocSTAR configuration information is used. 5. Configure SQL Database Structures Prior to loading any data, SQL Server requires you to define and configure the databases you will use. This step is required prior to loading any DocSTAR database onto a host. It will be done at the factory, except in cases where SQL Server itself is installed in the field. 6. Install ODBC Drivers These drivers are required on both host and remote stations to communicate with the database. They will be installed on the host at the factory, when possible, and on remote systems on-site. 7. Install DocSTAR SE Similar to other versions, this step will install the DocSTAR-specific family of software on both host or remote systems. This will be the piece used most often. DocSTAR SQL Edition – Technical Documentation 2 -3 8. Database Activity (Initialize, Update, or Upsize) Because the database installation now includes both the database tables and some additional code routines, it needs to be done whenever DocSTAR code is updated on a host. The initialization and update steps are similar to those used in the past. (Previously, one would run INITIALIZE from DocAdmin to initialize or