This article applies to installation of CertiflexDimension 10 in a network environment. If installing CertiflexDimension in a single workstation environment, refer to CertiflexDimension KnowledgeBase Article v10 Single User Installation Tips. To install licensed CertiflexDimension software, you are required to enter a registered CD-Key and Authorization Code during the installation.
When installing CertiflexDimension in a network environment, we strongly recommend one computer be dedicated as a server and not used as a workstation for processing or data entry. The long term benefits of increased up-time, reduced risk of data corruption and fewer system crashes far outweigh the cost of the extra computer. If you have three or more workstations accessing CertiflexDimension, a dedicated server is required. This article assumes you are installing CertiflexDimension on a dedicated file server.
TServer –Target Server where CertiflexDimension programs and data files reside.
AWorkstations – Accounting Workstations accessing CertiflexDimension located on a target server.
· Before you install CertiflexDimension
· How to install CertiflexDimension
· How to add additional Workstations to an existing system
· How add new accounting modules or increase user count license to an existing system
· How to migrate CertiflexDimension to a new server
· Miscellaneous network installation information
Before you install CertiflexDimension. With proper planning, installing CertiflexDimension 10 in a multi-workstation environment will be a much less complicated task. Before installing CertiflexDimension, you should determine the folder on your TServer to be used to contain CertiflexDimension. The installation wizard will prompt you for the folder name to which you wish to install CertiflexDimension. Although the system does support installing to the root directory of a TServer, we strongly recommend you create a sub-folder such as C:Account or C:Apps. Most network servers employ some level of user security. Installing to a sub-folder will simplify network administrator maintenance of workstation security and mapping. The installation wizard will create a CertiflexDimension folder CertiFlxADVX within the folder you have selected. For example, if you are installing directly to your TServer and your selected destination drive path is C:Account, the installation program will create a C:AccountCertiFlxADVX folder. If you are installing from a workstation connected to your server and you have previously mapped a drive L: for the workstation to access the C:Account server folder, then select a destination drive/directory L:. Since the workstation map of L: is actually the C:Account folder of the server, the installation process will again create a C:AccountCertiFlxADVX CertiflexDimension folder on the TServer.
How to install CertiflexDimension
A simplified overview of how CertiflexDimension installation works can be thought of in three distinct sections:
Section 1: A CertiflexDimension folder must be created on the TServer and a corresponding sub-folder system must be established and configured.
Section 2: All AWorkstations having access to accounting software must allow CertiflexDimension Registry keys to be added to their Windows Registry before using CertiflexDimension
Section 3: All AWorkstations having access to accounting software must have Pervasive Software database drivers installed in the Windows system folder before using CertiflexDimension.
Section 4: Part of the main installation process under Section 1 creates a workstation installation program …CertiFlxADVXCusersWKSetup.EXE used to complete Section 2 and Section 3 for all AWorkStations. To run this program on an individual workstation, go to Windows Explorer on the workstation and access the …CertiFlxADVXCusers sub-folder on the TServer. Double-click on WKSetup.EXE to launch the workstation installation program.
When installing CertiflexDimension in a network environment, you can install directly to your server or from a workstation connected to your server. If you choose to install directly to your server, only the Section 1 installation is performed. Then, all workstations accessing CertiflexDimension must run the workstation installation program WKSetup.EXE as described in Section 4. If you choose to install from a connected workstation, Section 1, Sections 2 and Section 3 must be executed on the workstation from which the installation is performed. All additional workstations using CertiflexDimension must run the workstation installation program WKSetup.EXE as described in Section 4.
To begin the main CertiflexDimension installation, insert the CertiflexDimension CD in your CD drive. The installation program should begin automatically. If not, to manually run the installation program:
• From the Windows Task Bar, select Run
• Click >Browse
• Use the Drive selector in the Browse window to select your CDROM drive designator
• From the File Name selector, select SETUP.EXE and click >OK
• When the RUN window appears, click >OK
To run the installation wizard, select Option 1, Install CertiflexDimension 10. If installing directly from your server, at the Installation Type window, select Server Only Installation. If installing from a workstation connected to your server, select Workstation Installation – Dedicated File Server. Click Next to continue the installation. Follow the prompts to complete the installation.
How to add additional workstations to an existing system
To run the workstation installation program for a workstation, go to Windows Explorer on the workstation and access the …CertiFlxADVXCusers CertiflexDimension sub-folder on the TServer. Double-click on WKSetup.EXE to launch the workstation installation program.
How add new accounting modules or increase user count to an existing system
1. After purchasing the license to the additional modules or user count increase, Make a backup of existing CertiflexDimension programs and data. Login in to CertiFlexDimension V10 and from the pull down Menu options select Help>support options> Update Software license. The system will automatically update the license information from our secure site. If you do not have an internet connection, please contact our Technical Support department.
How to migrate CertiflexDimension to a new server
To move CertiflexDimension 10 to a new server:
1. From your old server, with all users logged out of CertiflexDimension, log in at Administrator security level, access the Backup option and select All data files within the …CertiFlxADVX folders. Set the backup location to be a portable USB drive or R/W CD. CertiflexDimension backup system compresses data at 80% -90%. Approximately 1.0 GB of uncompressed CertiflexDimension data can be backed up on a 128 MB USB drive.
2. Install CertiflexDimension on your new server using the Server only installation type.
3. From a single accounting workstation that still has an active map to the old server, manually run CertiflexDimension on the new server by using Windows Explorer to access the CertiflexDimension ….CertiFlxADVX folder on the new server and double-click load10.Exe. Do not use the CertiflexDimension v10 icon on the workstation desktop because it is pointing to the old server. CertiflexDimension should load without asking for a user login. It should also display Sample Company information because this new installation has not yet been used.
4. While in the new CertiflexDimension, use the Restore option to restore all CertiflexDimension data. Log out and log back in by double-clicking load10.Exe. This time the workstation should load and all CertiflexDimension users’ security, configuration settings and data files should be fully accessible.
5. At every workstation using CertiflexDimension on the new server, run the workstation installation program (…CertiFlxADVXCUsersWkSetup) from the new server.
6. After a successful migration to the new server, do not forget to change your server backup system to include the CertiflexDimension folder on the new server.
7. Most network administrators prefer to disable CertiflexDimension on the old server to prevent unintentional processing. A quick way to disable CertiflexDimension on the old server is to rename …CertiFlxADVXload10.Exe to …CertiFlxADVXload10.Old.
Miscellaneous network installation information
Large networks or small networks with a high level of network traffic should consider using a higher level Pervasive Software database driver and engines. For more detailed information on Pervasive drivers, refer to the Knowledge Base Category Pervasive/Btrieve Datafiles.
Network administrators involved in setting up security in CertiflexDimension should review the flexible, extensive options fully described in the CertiflexDimension System Manager Reference Manual.