=Condition / Cause=

This WIKI applies when a customer wants to install SMS on a new client. The SSLIP must be running on the server/host computer at the time of installation.

=Explanation of Process=

To properly install SMS on a client requires components be installed:

  • Crystal Reports 8.5
  • Registry Entries to run the Borland Database Engine (BDE)
  • A shortcut to the SMS executable on the server.

The Client Launcher is designed to locates the SSLIP, install anything not already found, and launch SMS (without needing a separate shortcut).

Notes:

  • Other users do not need to exit for these actions to be run.
  • Normally, instructions for this process are emailed to the user to self-install.
  • The client launcher will not in the following cases:
    • The SSLIP is running with a port offset. (It should be removed and the SSLIP restarted, but the firewall might need to be reconfigured if no clients can access it after restarting.)
    • The new computer is required to authenticate to the server before connecting.
    • The new computer is logged on with a user known to the server computer, but without permissions.

=Steps=

  1. Open a web browser.
  2. The browser should download a client application.
    • If given a choice, save the file to the desktop as Cyrious Launcher.exe .
    • If not given a choice, locate the downloaded file and copy it to the Desktop.
  3. Right-click on the file, and choose Properties.
  4. Click the “Unblock” button on the bottom of the properties panel. Click OK to save and close.
  5. Run Cyrious Launcher.
  6. Cyrious Launcher should locate the SSLIP and prompt you to
    • Elevate Permissions (to make the necessary registry entries)
    • Download and Install Crystal Reports 8.5
  7. Cyrious Launcher should then start SMS.
  8. Open Explorer and check that the orders shown are recent.
  9. Test Crystal Reports:
    • Open any Order.
    • Preview an Invoice.
    • Click on Save and save as a PDF
    • Close the invoice.
  10. Test write capabilities on the share.
    • Edit the order.
    • Immediately click Save.
    • Select the customer you are working with and enter “Cyrious Tech Test” as the reason.
    • If you receive no errors, you are good.
  11. Set the sms_issue_-_constant_db_corruption to prevent networking related corruption
  12. Navigate to Mgmt>Set-Up>Setup User Options
  13. Click on the Email Options tab
  14. Inform customer they will have to set this up before they can email out of Cyrious (see: setting_up_email_in_cyrious or assist them by using this alternative setting_up_email_based_on_info_from_another_computer_with_email_set-up_in_cyrious)

**Note**:

  • If Cyrious Launcher can not find the SSLIP, STOP! Cancel the running program and see the Troubleshooting Section below.

=Troubleshooting Client Installations=

The most common causes for the Client Launcher failing to run are:

  • The SSLIP is running with a port offset.
  • Authentication is required or the default authentication is not correct.
Port Offset Resolution

Unless you have multiple instances of SMS or Control on a network, the SSLIP should never use a port offset. To check if it is, open the SSLIP and SMS options file ( ..\Cyrious$\SSLIP\SSLIP_Options.txt and …\Cyrious$\SMS\SMS_Options.txt) in notepad and look for the line PortOffset=xxxx. If that exists, the SSLIP is using a port offset. Also look for the line SSLIPAddress in the SMS_Options.txt, it needs to be removed

To remove the port offset, use the following steps.

  1. Have all users exit SMS.
  2. Shut down the SSLIP
  3. Edit the file ..\Cyrious$\SSLIP\SSLIP_Options.txt
  4. Delete the line PortOffset=xxx and save the file. (If that is the only line in the file, delete the entire file. Otherwise, leave all other rows alone.)
  5. Edit the file ..\Cyrious$\SMS\SMS_Options.txt
  6. Delete the line PortOffset=xxx and save the file. (If that is the only line in the file, delete the entire file. Otherwise, leave all other rows alone.)
  7. If the SSLIPAddress line exists, DELETE it as well.
  8. Restart the SSLIP
  9. Restart SMS on the server and check that it opens. You can then close it.
  10. Restart SMS on an existing client and check that it opens.
    • If it does NOT open, the firewall exception must be added for TCP port 2879 and UDP port 2868. You should not need to restart the SSLIP.
    • Restart SMS on the existing client, it should now work. If it does not, Elevate the issue to Tier 2.
  11. Rerun the Cyrious Launcher on the new client.
  12. If the Cyrious Launcher does not start, check other troubleshooting steps and then Elevate the issue to Tier 2.
Manually Set up Authentication

If the network shared folder can't be accessed by the new client, it is sometimes necessary to manually make the connection the first time and store the Windows network credentials.

  1. On the new client, Open Windows Explorer
  2. Select Network (a.k.a My Network) to view all network computers
  3. Double-Click on the server computer.
  4. If you are prompted for credentials, ask the customer to enter valid credentials for the server/host. Be sure to check the “[x] Remember my credentials” settings.
  5. In the address bar, append \cyrious$ to the computer name and hit enter to open the hidden cyrious share.
  6. Rerun the Cyrious Launcher on the new client.
  7. If the Cyrious Launcher does not start, check other troubleshooting steps and then Elevate the issue to Tier 2.

=Task Information=

  • Last Updated: 2/15/2015
  • Created By: Michael Nolan
  • Verified By:
  • Applies to Versions 8.0, 8.6, 8.91
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