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control_5.1_manual_installation [2019/01/27 11:28] (current)
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 +====== ​ ======
 +
 +
 +
 +=====   =====
 +
 +
 +
 +===== Explanation =====
 +
 +**The following is the preferred method of performing a clean install of version 5.x manually. Before you begin, make sure of 2 things:**
 +  * **__ONLY__ perform a manual installation if the automatic installer package will not work.**
 +  * **Verify that the server device meets or exceeds all hardware requirements [[http://​@control.cyriouswiki.com/​control_recommend_computer_hardware_specifications|Control version 5.1 Hardware Recommendation]]**
 +
 +**This document is intended for New Customer installations / restarts**
 +
 +**This document is not intended for use as a method to update from Control version 4.x - 5.1**
 +
 +
 +
 +//​__**Required Cyrious** **Files**__//​ - (Located on RunImage\Control 5.1)
 +
 +
 +
 +Control.exe
 +
 +
 +
 +CyriousRK.exe
 +
 +
 +
 +C3SInstaller.msi
 +
 +
 +
 +Chapi.Setup.msi
 +
 +
 +
 +libeay32.dll
 +
 +
 +
 +ssleay32.dll
 +
 +
 +
 +SystemConfig.mdb
 +
 +
 +
 +SystemData.mdb
 +
 +
 +
 +Storedata.mdf
 +
 +
 +
 +Storedata.ldf
 +
 +
 +
 +SSLIP.exe
 +
 +
 +
 +//​__**Required Windows Components**__//​
 +
 +
 +
 +Microsoft SQL Server with Management Studio
 +
 +
 +
 +Windows .Net Framework 4.5
 +
 +
 +
 +==== Step 1 - Folder and File Structure ====
 +  - Navigate to C:\Program Files\ or C:\Program Files (x86) if you are on a 64-bit version of Windows. This is not required and can actually be set in the location of your preference.
 +  - Create a folder named **Cyrious** and a folder named **Common**.
 +  - Within the Cyrious folder, create the folder structure below and include the files as outlined.
 +    - Folder: Control
 +
 +
 +
 +### File: Control.exe
 +
 +
 +
 +### File: SystemConfig.mdb
 +
 +
 +
 +### File: SystemData.mdb
 +
 +
 +
 +### File: StoreData.mdf
 +
 +
 +
 +### File: StoreData.ldf
 +
 +
 +
 +### File: Libeay32.dll
 +
 +
 +
 +### File: SSleay32.dll
 +
 +
 +
 +### File: Chapi.Setup.msi
 +
 +
 +
 +### File: CyriousRK.exe
 +
 +
 +
 +### File: C3SInstaller.msi
 +
 +
 +
 +### File: SSLIP.exe
 +    - Folder: Common
 +
 +
 +
 +### File: Crystal Reports XI Installer
 +
 +
 +
 +### File: BarCode Fonts Installer and Drivers
 +
 +
 +
 +==== Step 2 - Share and Permissions ====
 +
 +
 +
 +Share the Cyrious folder.
 +  - In the Program Files folder, click on Tools, then Folder Options, and then View. Next scroll down to the bottom and uncheck the box next to "Use simple file sharing (Recommended),​ then click OK.
 +  - Right click on the Cyrious folder and click on Properties.
 +  - Click the Sharing Tab.
 +  - Check the radiobutton for “Share This Folder”
 +  - Under Share Name type **Cyrious$**
 +  - Click the Permissions button and check Allow for Full Control. Click OK, then OK again.
 +  - Click the Security tab. Click the Add button. Type Everyone into the text box and click OK. Check the box for Allow (Full Control) for Administrators,​ Users, and Everyone. Click OK then click OK to close and exit.
 +
 +
 +
 +==== Step 3 - Shortcuts ====
 +
 +
 +
 +Now that the folder is shared properly you can now create the shortcuts for Control to place it on the desktop of the server. In addition, you'll need to create a shortcut for the SSLIP and place it in the Startup folder for Windows so that the SSLIP will automatically start when the computer is turned on.
 +  - Navigate to the Control folder, right-click on the Control.exe file and choose Send To | Create Shortcut (Desktop)
 +  - Navigate to the Control folder, right-click on the SSLIP.exe file and choose Send To | Create Shortcut (Desktop)
 +  - Copy the SSLIP shortcut from the desktop, then click the Start button | All Programs | Startup right-click and choose Open. Paste a copy of the SSLIP shortcut into this folder.
 +
 +
 +
 +==== Step 4 - SQL Server ====
 +
 +
 +
 +It is recommended that you utilize the latest version of SQL Server available. At the time of this article the most recent version is SQL Server 2012 Express Edition w/ Tools. If you have a paid version of SQL these same steps can be used to complete your installation of SQL Server.
 +  - Download SQL Server 2012 Express Edition from Microsoft'​s website.
 +    - [[http://​www.microsoft.com/​en-us/​download/​details.aspx?​id=29062|SQL Server 2012 Express]]
 +    - If you need a prior version, SQL 2008 R2 Express Edition is available at the links below.
 +    - [[http://​www.microsoft.com/​download/​en/​details.aspx?​displaylang=en&​id=23650|SQL Server 2008 R2]]
 +  - Once downloaded run the program to start the installer.
 +  - Click Installation and choose New SQL Server Stand-alone.
 +  - Accept the terms and click Next.
 +  - Make sure Database Engine is checked and click Next.
 +  - Name the instance **CYRIOUS**
 +  - Choose use the same account for all SQL Server services option. Be sure that Local System is chosen.
 +  - Choose Mixed Mode and specify an SA password. Contact Cyrious for the preferred SA password.
 +  - Click next through the next couple of screens until the install is done an you have successfully installed SQL Server.
 +    - Use this site as a reference for setup if you need any further assistance...
 +    - [[http://​blog.sqlauthority.com/​2008/​06/​12/​sql-server-2008-step-by-step-installation-guide-with-images/​]]
 +
 +
 +
 +==== Step 5 - Configuring SQL ====
 +
 +
 +
 +SQL has now been installed, the next step involves attaching the Control database to SQL Server using the SQL Management Studio.
 +  - Click on Start | All Programs | Microsoft SQL Server | SQL Server Management Studio.
 +  - For server name be sure to choose the CYRIOUS instance for the local computer.
 +  - For Authentication choose SQL Authentication and use the credentials below and click Connect.
 +    - User name: SA
 +    - Password: Specify the SA password you used during the install. You can contact Cyrious for this preferred password.
 +  - Once you have logged into SQL Management Studio, right-click on Logins and choose New Login.
 +  - Create a new login with the following settings:
 +    - Login name: Cyrious
 +    - Password: Contact Cyrious for the required password.
 +    - Click on Server Roles and check all options, click OK when done to create the login.
 +  - Right-click on the Databases folder and choose Attach.
 +  - Click the Add button.
 +  - Navigate to the C:\Program Files\Cyrious\Control\ or C:\Program Files (x86)\Cyrious\Control\ folder to locate the StoreData.mdf and StoreData.ldf files.
 +  - Select the StoreData.mdf file and click OK to attach the SQL database.
 +  - You may close SQL Management Studio.
 +
 +
 +
 + 1. Click on Start | All Programs | Microsoft SQL Server | Configuration Tools | SQL Server Configuration Manager
 +
 +
 +
 + 2. SQL Server Network Configuration | Protocols for CYRIOUS(Or other named instance)
 +
 +
 +
 + 3. Enable "​TCP/​IP"​
 +
 +
 +
 + 4. TCP/IP will need to be configured to match the changes the installer would have adjusted.
 +
 +
 +
 + 5. Right Click TCP/IP | Select Properties | IP Addresses tab 
 +
 +
 +
 + 6. Each line for "TCP Dynamic Ports" will have a "​0",​ these lines need to be cleared
 +
 +
 +
 + 7. Each line for "TCP Port" will need to have "​1433"​ input into the field for each of these lines
 +
 +
 +
 + 8. Apply the changes
 +
 +
 +
 + 9. You may close the SQL Server Configuration Manager
 +
 +
 +
 +====   ====
 +
 +
 +
 +==== Step 6 - Installing CHAPI ====
 +
 +***Before starting this step, verify that Windows .Net 4.5 Framework has been successfully installed. If this has not yet occurred, follow the link included below to download, then install .Net 4.5.***
 +
 +**[[http://​www.microsoft.com/​en-us/​download/​details.aspx?​id=30653|Microsoft .Net Framework 4.5]]**
 +  - In the Control folder, run **Chapi.Setup.msi.** This installer will run as a standalone process and will create all necessary entries, including registering the CHAPI service and adding the CHAPI database to the default SQL instance and Control directory. (If CHAPI install fails, follow the steps included in the '​Questions'​)
 +  - Start the TaskManager,​ go to the '​services'​ tab and verify that the service '​CHAPI.ServiceHost_12556'​ is running. If not, attempt to manually start the service.
 +
 +**Note: If the service CHAPI_ServiceHost_12556 doesn'​t start, verify the SQL connection string in Cyrious\Control\CHAPI\CHAPI.ServiceHost.exe.config file. If this fails, follow the instructions located [[http://​@control.cyriouswiki.com/​chapi_-_command_line_registration_of_chapi_service|here.]]**
 +
 +
 +
 +==== Step 7 - Installing Crystal XI DLL's ====
 +
 +
 +
 +This step involves installing Crystal Reports XI DLL's. These DLL files are required in order to access the various report files included with Control.
 +  - Download the Crystal Reports XI Installation from this link.
 +  - [[http://​www.cyrious.com/​Downloads/​Control/​Crystal_Reports_XI_Installation.zip]]
 +  - Extract the contents to a temporary folder and run the installer, follow the on-screen steps to complete the installation.
 +
 +
 +
 +==== Step 8 - Barcode Support Installer ====
 +
 +
 +
 +This step involves installing Bar Code Fonts & DLL's. These DLL files are required in order to access some report templates that have embedded barcode fonts.
 +  - Download the Barcode Support Installer from this link.
 +  - [[http://​www.cyrious.com/​Downloads/​BarCodeFonts.msi]]
 +  - Extract the contents to the Common folder and run the installer, follow the on-screen steps to complete the installation.
 +
 +
 +
 +==== SSLIP Launch ====
 +  - Open the Company record in Control on Cyrious14
 +  - Ensure that the license info on the License Tab matches the Authorizations Tab.
 +  - Copy the contents of the License Key field.
 +  - Double Click on SSLIP.exe to launch the SSLIP for it's first run.
 +  - Paste in License Key into the License Number field and click Ok.
 +  - Watch the splash screen for any errors.
 +  - When the SSLIP launches, right click on the SSLIP icon (System Tray) and click Database Administration.
 +  - Ensure that the SQL Server Name field is pointing to the correct SQL Server Instance. Confirm that the Database Name field is selecting the correct '​Storedata'​ database. Click OK.
 +
 +
 +
 +Note: The C3S Service will load and install during the 1st run of the Cyrious SSLIP. If the C3S installer fails or does not successfully install, un-install C3S then attempt a manual reinstall by double clicking the C3SInstaller.msi. The SSLIP will need to be restarted to launch the C3S module successfully.
 +
 +
 +
 +==== Finalizing Installation ====
 +  - Complete installation of Crystal Reports and Barcode Fonts
 +  - Run first launch of Control
 +  - Create an estimate, convert it into an order, mark it as a Sale, preview the invoice report, and void the order.
 +  - Send a test email to Support@cyrious.com from Control.
 +  - Notify Customer that installation is complete and ask that they email support@cyrious.com with any issues or questions.
 +
 +
 +