FRx 6.7 Installation and Configuration Guide

FRx 6.7 Installation and Configuration Guide Copyright © 2004 FRx Software Corporation. All rights reserved. FRx Software Corporation makes no repr...
Author: Peter Fleming
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FRx 6.7 Installation and Configuration Guide

Copyright © 2004 FRx Software Corporation. All rights reserved.

FRx Software Corporation makes no representations or warranties with respect to the contents of this manual and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. We welcome user comments and reserve the right to revise this publication and to make improvements or changes to the products and programs described in this publication at any time without notice. Printed in the United States of America. No part of this publication may be reproduced in any form without the prior written consent of FRx Software Corporation. Copyright and Trademark Notice Copyright © 2004 FRx Software Corporation. All rights reserved. Microsoft, FRx, instant!OLAP, and FRx DrillDown Viewer are either registered trademarks or trademarks of Microsoft Corporation or FRx Software Corporation or their affiliates in the United States and/or other countries. All other registered trademarks and trademarks are property of their respective owners. FRx Software Corporation is a subsidiary of Microsoft Corporation.

Contents Preface ............................................................................................................................. v Who Should Read this Guide ............................................................................................. v How this Guide is Organized .............................................................................................. v What’s New in FRx 6.7 ...................................................................................................... vi Improved in FRx 6.7 ......................................................................................................... vii Available Product Documentation ....................................................................................viii Other Documentation ........................................................................................................ ix Frequently Used Terms ...................................................................................................... x Conventions Used in this Guide ........................................................................................ xi How to Contact Us............................................................................................................. xi Software Licensing ............................................................................................................ xi

Chapter 1: Pre-Installation Procedures ........................................................................ 1 Required Software ..............................................................................................................2 Installing Prerequisite Software .......................................................................................... 3 Installing BCL easyPDF...................................................................................................... 5 Default Printers ................................................................................................................... 8 Shared Directories .............................................................................................................. 9 Required Shared Directories........................................................................................ 9 SysData ................................................................................................................. 9 Queue .................................................................................................................. 10 Naming Conventions for Shared Directories.............................................................. 10 User Name and Password for the Local Administrator of the Web Server.......................11 Pre-Installation Checklists ................................................................................................ 12

Chapter 2: Installation Procedures ............................................................................. 13 FRx Upgrades .................................................................................................................. 14 FRx Financial Reporter 6.5 ........................................................................................ 14 FRx Financial Reporting 6.0....................................................................................... 15 FRx Financial Reporting 5.5....................................................................................... 16 Releases Prior to 5.5.................................................................................................. 16 Upgrading Report Server to Release 6.7 ................................................................... 16 Installation Overview ........................................................................................................ 17 Installation Prerequisites ............................................................................................ 17

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Contents

Install FRx .................................................................................................................. 18 Install FRx WebPort ................................................................................................... 20 Install FRx Report Server........................................................................................... 20 View Help Documents................................................................................................ 21 Contact Us ................................................................................................................. 21 Exit Installation ...........................................................................................................21 FRx Software Logo .................................................................................................... 21 Installing FRx on a Fat-Client Workstation ....................................................................... 22 Installing FRx Programs on a Server for Network Access................................................ 28 Installing FRx on a Thin-Client Workstation...................................................................... 34 Installing FRx DrillDown Viewer........................................................................................ 35 Installing FRx Report Launcher ........................................................................................ 40 Installing FRx Report Manager ......................................................................................... 46 Installing FRx Report Server ............................................................................................ 52 Installing FRx WebPort ..................................................................................................... 57 Installing FRx Web Administrator ..................................................................................... 63

Chapter 3: Post-Installation Procedures .................................................................... 68 Testing an Upgrade from a Previous Release of FRx ..................................................... 69 WebPort............................................................................................................................ 70 Remote Service for Report Server.................................................................................... 71

Chapter 4: Troubleshooting ........................................................................................ 72 Unsupported Operating System Error .............................................................................. 73 Self-Registration Error ...................................................................................................... 74 Install Assist Utility ...........................................................................................................75 How to Read the Log File ................................................................................................. 76 Common Exceptions Reported in the Install Assist Log File ............................................ 78 Error Conditions ......................................................................................................... 78 Critical Exception Conditions ..................................................................................... 81 Exception Conditions ................................................................................................. 83

Index............................................................................................................................... 87

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Preface Who Should Read this Guide The purpose of this guide is to explain the installation requirements and procedures for Microsoft® Business Solutions for Analytics–FRx®. This guide is written for the system administrator who installs FRx.

How this Guide is Organized This guide is organized into the following chapters: z

Chapter 1, “Pre-Installation Procedures”

z

Chapter 2, “Installation Procedures”

z

Chapter 3, “Post-Installation Procedures”

z

Chapter 4, “Troubleshooting”

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What’s New in FRx 6.7 This release of the software includes the following new features:

z

z

Product name and logo–We have introduced a new product name, logo and demonstration data that aligns the FRx product and FRx Software's ownership with one of the most recognizable brands in the industry- Microsoft Corporation. Through this association, existing customers and prospective buyers will know how we are evolving. While staying true to the trustworthy roots of our heritage, we are backed by the seasoned and insightful strength and vision shared by our parent company. And we will continue to reflect these ideals and live up to the standards set by our brand. FRx® Report Manager–Report Manager is a powerful optional module that makes it easy to pull together FRx reports with the other information end-users need to do their work, all delivered in one, comprehensive report book. It automates the time consuming and manual process of producing report books containing many different types of documents and files. Report Manager helps users present information in a manner that is logical, organized and relevant. Finally, Report Manager allows users to create report books with information specialized to the needs of each individual user, then streamlines the printing and distribution of the complete presentation. Report Manager allows:

z

Multiple output types including FRx® DrillDown Viewer™ files, Microsoft Office documents and other reports produced from diverse reporting packages to be packaged together for posting to a network or Web site, or for delivery via email or print. Recipients to view all documents contained in a report book using an enhanced version of the DrillDown Viewer software. Headers, footers and consecutive page numbering throughout the entire book.

z

Report generation locally or via the FRx® Report Server.

z

z

z

On-demand reference guides–Comprehensive User Guides in a bound format are now available on-demand as a helpful reference for common tasks and troubleshooting. The information has been reorganized into soft cover books, which include: FRx® Report Designer 6.7 User’s Guide, FRx® Report Designer 6.7 Administrator’s Guide, FRx® Report Server 6.7 User’s Guide, FRx® Drilldown Viewer™ and FRx® Report Launcher 6.7 User’s Guide, FRx® Report Manager 6.7 User’s Guide, FRx® WebPort 6.7 User and Administrator’s Guide, and FRx® 6.7 Sample Reports. A useful document designed to help customers determine which User Guides to obtain is included with each product shipment. Additionally, all User Guides are included on the FRx 6.7 product CD.

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Preface

Improved in FRx 6.7 Microsoft Excel graphing via FRx® instant!OLAP® software

instant!OLAP is now included in every edition, from FRx® Desktop through FRx® Enterprise. Additional functionality includes the ability for users to utilize the instant!OLAP software output format and export a report directly into a pivot table for automatic graphing in Excel. XBRL

Remaining at the forefront of advances in Extensible Business Reporting Language (XBRL) technology, the support of the 1.0 taxonomy has been upgraded to the 2.0 standard. FRx Software understands the need for users to transfer complex, highly confidential corporate financial information to regulators, banks, investors and boards of directors using a trusted standard of financial communication. Because of this, we will continue to make advances in the XBRL compatibility of FRx, ensuring functional compliance as XBRL is further adopted by corporations and consumers of sensitive financial data. FRx® Currency Translation

The Currency Translation module has been enhanced to allow for greater flexibility in the calculation of translation rates. There are now two ways to calculate monthly average rates. Additionally, annual average rates can be calculated, thereby streamlining the maintenance necessary for Column Layouts when creating FRx reports. Users can now translate individual layers that represent transactions while comparing the total amount in the historical rates table to the appropriate general ledger total. This ensures that all transactions have been accounted for when converting data at the appropriate historic rates. Finally, we have addressed several software modification requests to improve the Currency Translation product module as a whole. FRx® WebPort

FRx® WebView has been consolidated into FRx WebPort to form a single product module that is available to all FRx users regardless of product edition or general ledger. Users can quickly publish Microsoft Word or Microsoft Excel documents with their FRx reports for easy access by others on a secure Intranet site. Stability and Performance

Improvements to FRx 6.7 allow for faster report generation and quicker export of reports to the DrillDown Viewer and printing options. Additionally, FRx has been upgraded to support Microsoft Access 2002 and changes have been made to the database access technology. These enhancements ensure a more stable environment. In addition, improvements to the way the general ledger index (G32 file) is built will reduce the likelihood of database corruption.

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Preface

Available Product Documentation During product installation, several document files are copied to your computer for your reference. (The default location for these files is C:\Program Files\FRx Software\FRx 6.7\Help.) You can also access the documentation by opening the file called index.htm located in the Help folder on the FRx CD-ROM. Or you can select the Table of Contents from the FRx 6.7 program folder after installation. The following documentation files are available for this product: z

Readme file–This file contains the most recent information pertaining to known product issues and their workarounds, outstanding issues, and other product usage.

z

System Requirements and Installation Guidelines–This guide describes the hardware and software configuration that is required to install and run FRx software.

z

Scripts Readme file–This file provides information about and instructions for running FRx scripts. This is an optional file and may not appear on your computer.

z

Contacting FRx Software Corporation–This list contains information about how to contact FRx Software.

z

z

z

z

z

z

z

z

z

FRx® 6.7 Installation and Configuration Guide–This guide helps system installation personnel install FRx through hands-on instructions. This is the guide that you are reading. FRx® Report Designer Getting Started Guide–This guide helps new users understand how to set up and configure the Report Designer to work with their company’s specific general ledger data. FRx® Report Designer 6.7 User’s Guide–This guide helps users apply the Report Designer components to design and generate reports. FRx® Report Designer 6.7 Administrator’s Guide–This guide helps FRx system administrators who set up and administer Report Designer and/or maintain the currency translation rates database. FRx® Drilldown Viewer™ and FRx® Report Launcher 6.7 User’s Guide–This guide helps users generate, display, print, and export FRx financial reports to the FRx DrillDown Viewer, and launch reports from the FRx Report Launcher. FRx® Report Server 6.7 User’s Guide–This guide helps users manage reports running on the FRx Report Server and use the schedule to create, revise, and manage report schedules and exceptions. FRx® Report Manager 6.7 User’s Guide–This guide helps users generate, display, print, subscribe to, export, save, and send report books that were created and saved using the Report Manager. FRx® WebPort 6.7 User and Administrator’s Guide–This guide helps authorized users send FRx report output to the FRx WebPort repository and view reports via a Web browser. It also helps WebPort administrators manage report files and folders and user access in the WebPort. FRx 6.7 Sample Reports–This guide provides users with examples of key reports using a demonstration database and Report Designer.

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Preface

Other Documentation Some components of the FRx product include online help that is installed with that component. The following online help volumes are available: z

FRx® Report Designer Online Help

z

FRx® DrillDown ViewerTM Online Help

z

FRx® Report Launcher Online Help

z

FRx® Report Server Online Help

z

FRx® Report Manager Online Help

z

FRx® WebPort Online Help

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Frequently Used Terms The following table defines terms that are used frequently in this guide.

Note

Term

Definition

file server

If you share FRx files among users on your company network, this is the computer that hosts the shared files.*

report server

The computer that hosts the Report Server software.*

Web server

The computer that hosts the WebPort and Web Administrator software.*

FRx client programs

The FRx components that include Report Designer, Report Manager, DrillDown Viewer, Report Launcher, and Web Administrator.

fat client (local client)

A local computer on which the FRx programs are installed directly. Depending on your network setup, the FRx programs on this computer might access data files on the same computer or on a file server.

thin client (network client)

A local computer on which a minimum set of files for starting the FRx programs is installed. This computer accesses a file server for FRx program and data files.

* When this guide refers to the file server, report server, and Web server as separate computers, but you have one computer that acts as your file server, report server, and Web server, you can interpret those references to the different types of servers as being the same computer.

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Conventions Used in this Guide The following conventions are used through this guide. Convention

Description

Bold

Used in procedures to indicate an on-screen item, such as a button name.

Italics

Used to indicate emphasis.

Command

Used to indicate a command, file name, or path.

Note

Used to indicate information that supplements the main text.

Ti p

Used to indicate information about how to use the application in a different way.

Caution

Used to indicate that a specific action or lack of a specific action could result in the loss of data.

Wa rn i n g

Used to indicate that a specific action or lack of a specific action could result in physical harm to your computer or the server.

How to Contact Us Mailing Address:

Software Support Telephone:

FRx Software Corporation 1-800-FRx-SOLV 4700 South Syracuse Parkway Suite 150 (1-800-379-7658) Denver, Colorado 80237 (+1) 303-741-8000 Web Site: http://www.frxsoftware.com Email:

Documentation: Training: General information: Product suggestions:

[email protected] [email protected] [email protected] [email protected]

Software Licensing FRx Report Designer software is licensed to our customers with specific configurations and capabilities for each installation. The software license controls the number of licensed concurrent users, expiration dates, and version-specific features available under the terms of your license agreement. Contact your reseller for more information about adding features under your FRx Software license agreement.

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Pre-Installation Procedures Chapter 1 Required Software . . . . . . . . . . . . . . . 2 Installing Prerequisite Software . . . . . 3 Installing BCL easyPDF . . . . . . . . . . . 5

To ensure a smooth installation process and an optimal performance of Microsoft® Business Solutions for Analytics–FRx®, please read and implement the pre-installation instructions that are provided in this chapter before installing FRx 6.7.

Default Printers . . . . . . . . . . . . . . . . . 8 Shared Directories . . . . . . . . . . . . . . . 9 User Name and Password for the Local Administrator of the Web Server . . . 11 Pre-Installation Checklists . . . . . . . . 12

Note

If you are integrating FRx with Microsoft® Business Solutions for Analytics– FRx® Forecaster, you must first install FRx. See the FRx Forecaster 6.7 Installation and Configuration Guide for specific installation instructions for Forecaster. This guide is located on the Forecaster 6.7 installation compact disc.

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Chapter 1: Pre-Installation Procedures Required Software

Required Software For detailed information about the operating system and software that must be installed before installing FRx, see the System Requirements and Installation Guidelines document that is located on the FRx installation compact disc. The FRx installation compact disc includes some of the prerequisite software. All of this software, except for BCL easyPDF®, is automatically verified when you begin installing FRx. If the installation routine cannot verify that the software exists on a workstation or server, you are prompted to install the software on the computer. The following table lists the prerequisite software that is available on the FRx installation compact disc. Install this software before installing the related FRx components. Hardware Location

Each server and workstation on which you will install any component of FRx Web server

Provided Software

z

Microsoft Data Access Components 2.8 Microsoft Internet Explorer 6.0

z

Adobe® Reader® 6.0 or later

z

z

BCL easyPDF for printing reports from the Web browser (NOTE: This software is optional. For more information, see “Installing BCL easyPDF” on page 5.)

Table 1-1: Prerequisite software available on the FRx installation compact disc

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Chapter 1: Pre-Installation Procedures Installing Prerequisite Software

Installing Prerequisite Software The software that is listed in Table 1-1 is provided on the FRx installation compact disc.

Note T

The BCL easyPDF software requires post-installation configuration. Depending on your operating system, it may also require pre-installation configuration. To install BCL easyPDF, follow the instructions in “Installing BCL easyPDF” on page 5. To install prerequisite software 1

Insert the FRx installation compact disc into your CD-ROM drive. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Installation Prerequisites.

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Chapter 1: Pre-Installation Procedures Installing Prerequisite Software

3

In the Install Prerequisites screen, click the product that you need to install, and then follow the instructions in the message boxes that appear.

Note: The Update for Pivot Table/Pivot Chart Users option is for the Microsoft®

Windows XP and Windows 2003 operating systems only. It provides a new DLL file that corrects a problem with Microsoft® Excel pivot tables and charts. To install these updates, follow the instructions in the readme.txt file that the installer provides. 4

Install additional products as necessary.

5

After installing the appropriate products, click Return to Main Menu.

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Chapter 1: Pre-Installation Procedures Installing BCL easyPDF

Installing BCL easyPDF BCL easyPDF is a optional functionality that works in conjunction with FRx® WebPort. With BCL easyPDF, you can print reports from a Web browser as PDF (Portable Document Format) files. This means that instead of scrolling through a report and printing pages from your Web browser, you can select a Printer Friendly Version hyperlink to create the PDF file. You can view the PDF file on the screen with Adobe Reader and print the PDF file as a fully-formatted report. Additionally, you can save the file on your client workstation and send the file as an e-mail attachment.

Note

The BCL easyPDF software requires post-installation configuration. Depending on your operating system, it may also require pre-installation configuration. To install BCL easyPDF 1

If you are installing BCL easyPDF on a computer with the Windows Server 2003 operating system, you must follow these steps prior to installing BCL easyPDF: a On the taskbar, click Start, click Run, and then type gpedit.msc to open the Group Policy Object Editor Window. b In the Group Policy window, select the Local Computer Policy\Computer

Configuration\Administrative Templates\Printers folder. c Right-click Disallow installation of printers using kernel-mode drivers, and

then click Properties. d In the Properties dialog box, select Disabled, and then click OK. e Close the Group Policy window, and then restart the computer.

For additional information, please see the following Microsoft knowledge base article: 282011 - Printer Driver Is Not Compatible If a Policy Is Enabled on Your Computer http://support.microsoft.com/default.aspx?scid=kb;en-us;282011 2

Insert the FRx installation compact disc into your CD-ROM drive. The installation program starts automatically.

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Chapter 1: Pre-Installation Procedures Installing BCL easyPDF

3

In the Welcome to the FRx Installation Browser dialog box, click Installation Prerequisites.

4

In the Install Prerequisites screen, click BCL easyPDF, and then follow the instructions in the message boxes that appear.

5

After installing BCL easyPDF, click Return to Main Menu.

6

In the Welcome to the FRx Installation Browser dialog box, click Exit Installation.

7

On the taskbar, click Start, point to Settings, point to Printers and Faxes, and then click BCL easyPDF to open the BCL easyPDF window.

8

In the BCL easyPDF window, on the File menu, click Printing Preferences.

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Chapter 1: Pre-Installation Procedures Installing BCL easyPDF

9

On the Folders tab of the BCL easyPDF Printing Preferences dialog box, do the following: a Clear the Open Output File after conversion check box. b In the Default output folder section, click Specify. c Browse to the PDFTemp directory located in the WebPort installation directory. d Click Apply, and then click OK.

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Chapter 1: Pre-Installation Procedures Default Printers

Default Printers You must specify a default printer for each computer that runs any component of FRx. The installation routine prompts you to set up a default printer, but does not require that you do so. If the computer does not have a default printer specified, you cannot generate an FRx report on that computer.

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Chapter 1: Pre-Installation Procedures Shared Directories

Shared Directories Depending on the type of installation that you select, you may need to create one or more shared directories before installing FRx. This section lists the required shared directories and discusses possible naming conventions for referencing these shared directories during the installation process.

Required Shared Directories If shared directories are required for your installation type, create these directories on the file server. The following table describes the required shared directories.

SysData The following table lists and describes the contents of the SysData directory. File Name/Extension

File Description

ActSys32.mdb

Accounting system database that tells FRx which systems it can access.

.TPL Files

Template files used to create new files and databases.

.F32 Files

Specification set database that contains rows, columns, trees, and catalogs created within FRx.

FRxDemo.F32

Specification set database that contains demonstration reports for the FW and FWC companies.

FRxRpts.F32

Default specification set demonstration database.

FRxSys32.mdb

FRx system database that contains system information for FRx.

.G32 Files

GL index files. One file is created by FRx for each company to store basic company information.

Table 1-2: Files in the SysData directory

The location of the SysData directory depends on the type of installation: z

When FRx is installed as a network installation (also known as a thin client), one SysData directory, located on the network, is used. This directory contains all of the files listed in Table 1-2.

z

When FRx is installed as a fat client with a shared network SysData directory, two SysData directories are used. The shared SysData directory on the network contains the FRxSys32.mdb, Matrix2.pmm, System.cfg, and all .F32 and .G32 files. The SysData directory on the local client is located under the FRx directory and contains

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Chapter 1: Pre-Installation Procedures Shared Directories

the ActSys32.mdb, and all .TPL files. These files must be located in the appropriate SysData directory for FRx to function properly. It is possible for .F32 files to be contained in a different directory, outside of the SysData directory. Specification set locations can be configured within Report Designer. In this scenario, the SysData directory might not contain any .F32 files.

Note

Queue The Queue directory contains one file: FRxQue32.mdb. This file is the FRx database that holds queued and scheduled reports. By default, the SysData directory is also used as the Queue directory; however, you can specify a different location for the Queue directory during installation of FRx® Report Server.

Naming Conventions for Shared Directories At various points during the FRx installation, you are asked to specify a directory (for example, SysData) that may be shared across your network. You can specify a shared directory using one of the following methods: z

Uniform Naming Convention (UNC) The UNC method explicitly and completely specifies the computer name and hierarchy of directory names down to the file name. This is the recommended method for specifying directories. UNC names have the following general form: \\computer name\share name\directory name\file name

If you use this method of specifying a shared network computer, verify that a share name exists and that all users have full access rights to the specified directory. z

Drive Mapping With this method, you map a drive letter to point to a share name. You can then use the drive letter to refer to the share name. References to directories and files beneath that share name have the following general form: :\FRx 6.7\SysData If you use this method of specifying a shared network computer, verify that all workstations map the same drive letter to the specified directory and that all users have full access to the directory.

Wa rn i ng

You must use the same method (UNC or drive mapping) during all installations on the server and workstations.

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Chapter 1: Pre-Installation Procedures User Name and Password for the Local Administrator of the Web

User Name and Password for the Local Administrator of the Web Server If you are installing WebPort on a Web server, and you are not the local administrator, you must obtain the user name and password for the local administrator account. You must be logged in as the administrator to install WebPort.

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Chapter 1: Pre-Installation Procedures Pre-Installation Checklists

Pre-Installation Checklists Before you begin the FRx installation routine, complete the following checklist items. This list summarizes the information described in this chapter. ‰ Verify that the file server includes all of the software that is specified in the IIS/

Application Server Requirements table in the System Requirements and Installation Guidelines document. ‰ Verify that the report server includes all of the software that is specified in the IIS/

Application Server Requirements table in the System Requirements and Installation Guidelines document. ‰ Verify that the Web server includes all of the software that is specified in the IIS/

Application Server Requirements table in the System Requirements and Installation Guidelines document. ‰ Verify that each workstation that accesses FRx includes all of the software that is

specified in the FRx Client Requirements table in the System Requirements and Installation Guidelines document. ‰ Verify that each computer that runs any FRx component has a default printer

specified. (See “Default Printers” on page 8.) ‰ Verify that all necessary shared directories exist. (See “Required Shared Directories”

on page 9.) ‰ Verify that the naming convention for shared network computer directories is known.

(See “Naming Conventions for Shared Directories” on page 10.) After you complete the items on this checklist, go to Chapter 2, “Installation Procedures” to install FRx.

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Installation Procedures Chapter 2 FRx Upgrades . . . . . . . . . . . . . . . . . 14 Installation Overview . . . . . . . . . . . . 17

Follow the instructions in this chapter to install Microsoft® Business Solutions for Analytics– FRx® and its components:

Installing FRx on a Fat-Client Workstation . . . . . . . . . . . . . . . . . . . 22

z

If you are upgrading from a previous release of FRx, start with “FRx Upgrades” on page 14.

Installing FRx Programs on a Server for Network Access . . . . . . . . . . . . . . . . 28

z

If you are installing FRx for the first time, start with “Installation Overview” on page 17.

Installing FRx on a Thin-Client Workstation . . . . . . . . . . . . . . . . . . . 34 Installing FRx DrillDown Viewer. . . . 35 Installing FRx Report Launcher . . . . 40 Installing FRx Report Manager . . . . 46 Installing FRx Report Server . . . . . . 52 Installing FRx WebPort . . . . . . . . . . 57 Installing FRx Web Administrator. . . 63

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Chapter 2: Installation Procedures FRx Upgrades

FRx Upgrades Review this section if you are upgrading from a prior release of FRx. This section provides general information about FRx 6.7 and details about prior releases. The FRx 6.7 installation process attempts to detect an existing release of FRx (previously called FRx® Financial Reporter and FRx® Financial Reporting) on the computer. If a previous release is found, you have the option to automatically upgrade during the installation. When you select the upgrade option, the following files are automatically converted:

Caution

z

Specification set files (*.f32)

z

Company, security, and registration files (FRxSys32.mdb)

If you install FRx 6.7 into the same directory as the previous release, the existing data files are overwritten with the new formats and will no longer work with the previous release. Therefore, we recommend that you install FRx 6.7 into a separate directory from the previous release so that you can test the new release before uninstalling the prior release. The Install Assist utility helps with installation upgrades. See “Install Assist Utility” on page 75 for more information. After the installation is complete, go to Chapter 3, “Post-Installation Procedures” to verify that the upgrade was successful.

Wa rn i ng

Before upgrading to FRx 6.7: z z z

Turn off FRx Security in the previous release. Close all FRx programs. Back up the current SysData directory.

The following sections include specific information about upgrading and parallel testing with prior releases.

FRx Financial Reporter 6.5 To use both FRx 6.7 and FRx Financial Reporter release 6.5 for parallel testing or validation on the same computer, you must have release 6.5 installed with the latest service pack. If you do not have this service pack installed, you can download it from the FRx Web site into the existing 6.5 installation directory.

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Chapter 2: Installation Procedures FRx Upgrades

You can run only one release of FRx at a time:

Wa rn i ng

z

To run release 6.5, use Windows Explorer to browse the 6.5 directory for a file named FRxReg.exe. Double-click this file, and then open FRx Financial Reporter 6.5.

z

To run release 6.7, use Windows Explorer to browse the 6.7 directory for a file named FRxReg.exe. Double-click this file, and then open FRx 6.7.

When you uninstall release 6.5, release 6.7 is affected. After you uninstall release 6.5, browse the 6.7 directory for a file named FRxReg.exe. Double-click this file before opening FRx 6.7. If you are upgrading FRx Financial Reporter 6.5 for integration with Microsoft® Business Solutions for Analytics–FRx® Forecaster 6.7, follow these steps: 1

Upgrade FRx Financial Reporter 6.5 with the FRx 6.7 installation compact disc.

2

Upgrade the FRx client that is installed on the Forecaster Web server using the FRx 6.7 installation compact disc.

3

Run an upgrade of FRx® DirectLink and ExpressLink on the Forecaster Web server using the Forecaster 6.7 installation compact disc.

FRx Financial Reporting 6.0 To use both FRx 6.7 and FRx Financial Reporting release 6.0 for parallel testing or validation on the same computer, you must have release 6.0 installed with the latest service pack. If you do not have this service pack installed, you can download it from the FRx Web site into the existing 6.0 installation directory. You can run only one release of FRx at a time:

Wa rn i ng

z

To run release 6.0, use Windows Explorer to browse the 6.0 directory for a file named FRxReg.exe. Double-click this file, and then open FRx Financial Reporting 6.0.

z

To run release 6.7, use Windows Explorer to browse the 6.7 directory for a file named FRxReg.exe. Double-click this file, and then open FRx 6.7.

When you uninstall release 6.0, release 6.7 is affected. After you uninstall release 6.0, browse the 6.7 directory for a file named FRxReg.exe. Double-click this file before opening the FRx 6.7. If you are upgrading FRx Financial Reporting 6.0 for integration with Forecaster 6.7, follow these steps: 1

Upgrade FRx Financial Reporting 6.0 with the FRx 6.7 installation compact disc.

2

Upgrade the FRx client that is installed on your Forecaster Web server using the FRx 6.7 installation compact disc.

3

Run an upgrade of DirectLink and ExpressLink on the Forecaster Web server using the Forecaster 6.7 installation compact disc.

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Chapter 2: Installation Procedures FRx Upgrades

FRx Financial Reporting 5.5 To use both FRx 6.7 and FRx Financial Reporting release 5.5 for parallel testing or validation on the same computer, you must have release 5.5 installed with the latest service pack. If you do not have this service pack installed, you can download it from the FRx Web site into the existing 5.5 installation directory. You can run only one release of FRx at a time:

Wa rn i ng

z

To run release 5.5, use Windows Explorer to browse the 5.5 directory for a file named FRxReg.exe. Double-click this file, and then open FRx Financial Reporting 5.5.

z

To run release 6.7, use Windows Explorer to browse the 6.7 directory for a file named FRxReg.exe. Double-click this file, and then open FRx 6.7.

When you uninstall release 5.5, release 6.7 is affected. After you uninstall release 5.5, browse the 6.7 directory for a file named FRxReg.exe. Double-click this file before opening the FRx 6.7.

Releases Prior to 5.5 Upgrading to FRx 6.7 directly from a release earlier than 5.5 is not supported. Contact a support representative to determine which intermediate upgrades you must perform and to obtain detailed instructions for these intermediate upgrades.

Upgrading Report Server to Release 6.7 If you are upgrading from FRx® Report Server 6.5 to Report Server 6.7, no special considerations are necessary. If you are upgrading from Report Server 6.0 to Report Server 6.7 and you change the IP address of the report server during the process of upgrading, you must register this upgrade release. Contact your support organization for new registration information.

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Chapter 2: Installation Procedures Installation Overview

Installation Overview The configuration of FRx is highly customizable for your environment. This guide provides instructions for the most common configurations. You can apply these instructions to any variations in your FRx setup. You can install the FRx client programs on a workstation for each individual user (fat client), or you can install FRx to a network directory and then share it among multiple users (thin client). A fat-client installation is typically used if you have a single-user license or if you want to minimize dependency on the network. The networked, thin-client installation is the most common configuration in a multi-user environment because it minimizes the amount of hard disk space that is used on the client workstations and makes maintenance and upgrades easier to perform. In most cases, we recommend a thin-client installation. The Microsoft .NET Framework 1.1 is installed with the FRx® Report Manager component and any components that are dependent on Report Manager. Thus, the following components include the Microsoft .NET Framework:

Note

z

Report Manager Report Server

z

FRx® DrillDown Viewer™

z

FRx® Report Designer (unless you specifically avoid installing Report Manager)

z

The FRx Installation Browser dialog box appears automatically whenever you insert the FRx installation compact disc into a CD-ROM drive. The following sections briefly describe the options that are available on the FRx Installation Browser dialog box. Before you begin installing FRx, review this information so that you fully understand these options and how the installation process operates.

Wa rn i ng

Do not run any FRx programs while installing FRx.

Installation Prerequisites Clicking the Installation Prerequisites button displays the Install Prerequisites dialog box, from which you can install the additional products that are required in order for FRx to function properly. See “Installing Prerequisite Software” on page 3 for details.

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Chapter 2: Installation Procedures Installation Overview

Install FRx Clicking the Install FRx button starts the InstallShield Wizard that you can use to install the FRx product components. The FRx installation options include the following: z

Local Client

In a local client installation (or fat-client installation), FRx is installed as a fat client on each client workstation with the most common components: Report Designer, DrillDown Viewer, FRx® Report Launcher, and Report Manager. In this installation configuration, you can choose to store and maintain the SysData directory (the directory that stores FRx company information, report specifications, and supporting files) either on each client workstation or on a shared network computer. The location of the SysData directory depends on whether you want multiple users to share reports and company information. We recommend that you create the SysData directory on a shared network computer. For installation instructions, see “Installing FRx on a Fat-Client Workstation” on page 22.

Note

If you perform a fat-client installation and do not set up the SysData directory on a shared network computer, you cannot use Report Server or Report Launcher. z

Network Client

In a network client installation (or a thin-client installation), you set up each client workstation as a thin client and install the minimum required components only. Before you perform a thin-client installation on a client workstation, you must have already installed the FRx programs on a file server. In a network server installation, FRx is installed on the file server with the most common components: Report Designer, DrillDown Viewer, Report Launcher, and Report Manager. For network server installation instructions, see “Installing FRx Programs on a Server for Network Access” on page 28. For thin client installation instructions, see “Installing FRx on a Thin-Client Workstation” on page 34.

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Chapter 2: Installation Procedures Installation Overview

z

Custom Installation

In a custom installation, you select which FRx components to install. You can select one or more of the following components:

Component

Description

Report Designer

Installs Report Designer, which you can use to create, maintain, and generate reports. The Report Designer installation instructions in this guide include the installation of the Report Manager, DrillDown Viewer, and Report Launcher components. See “Installing FRx on a Fat-Client Workstation” on page 22 or “Installing FRx Programs on a Server for Network Access” on page 28, as appropriate.

DrillDown Viewer

Installs DrillDown Viewer, which you can use to view FRx reports and further analyze each transaction-level detail. If you choose to install DrillDown Viewer as a stand-alone program, we recommend that you install it on the client workstation. For stand-alone installation instructions see “Installing FRx DrillDown Viewer” on page 35.

Report Launcher

Installs Report Launcher, which you can use to schedule and generate FRx reports created with Report Designer. Selecting to install Report Launcher also selects DrillDown Viewer for installation. If you choose to install Report Launcher as a stand-alone program, we recommend that you install it on the client workstation. For stand-alone installation instructions, see “Installing FRx Report Launcher” on page 40.

Client Deployment

For installation on a shared network computer, select this option in addition to the Report Designer component. This option installs a pre-configured Client Deployment program that sets up multiple workstations as thin clients to Report Designer. After you run the Client Deployment program, you can then browse to an executable file from a workstation and run the thin-client installation. For installation instructions, see “Installing FRx Programs on a Server for Network Access” on page 28.

Table 2-1: Components included in the All Components installation option

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Chapter 2: Installation Procedures Installation Overview

Component

Description

Report Manager

Installs Report Manager, which you can use to list, organize, and delete FRx reports. This component requires that Report Designer be installed on the same client workstation. For instructions on installing Report Manager onto a computer that already has Report Designer installed, see “Installing FRx Report Manager” on page 46.

Table 2-1: Components included in the All Components installation option

Install FRx WebPort Clicking the Install FRx WebPort button starts the InstallShield Wizard from which you can install the FRx® WebPort and Web Administrator products. z

FRx WebPort

Select this option to install WebPort, the program that is installed on the Microsoft Internet Information Services (IIS) server and that is used to publish and view reports from FRx by means of the Internet or Intranet. For installation instructions, see “Installing FRx WebPort” on page 57.

Note

The WebPort installation process does not automatically install the BCL easyPDF® product. You can install this software directly from the FRx Installation Browser dialog box. Use the BCL easyPDF product to print reports from a Web browser in a PDF (Portable Document Format) file. The BCL easyPDF installs a printer driver, and adds the BCL easyPDF printer icon in the Printers window on the Web (IIS) server. For installation and configuration instructions, see “Installing BCL easyPDF” on page 5. z

FRx Web Administrator

Select this option to install Web Administrator, the program that you can use to administer WebPort on the Web server. You can install Web Administrator using the WebPort installation on the Web server, or you can install Web Administrator as a separate program on a client workstation. For installation instructions, see “Installing FRx Web Administrator” on page 63.

Install FRx Report Server Clicking the Install FRx Report Server button starts the InstallShield Wizard that installs the Report Server product, which is the program that generates reports submitted from client workstations. Report Server frees up resources on client workstations and allows you to schedule reports for processing during off-peak hours. For installation instructions, see “Installing FRx Report Server” on page 52.

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Chapter 2: Installation Procedures Installation Overview

View Help Documents Clicking the View Help Documents button displays a table of contents that describes and provides links to the documentation that is included on the FRx installation compact disc.

Note

You can also gain access to the documentation by opening the index.htm file, which is located in the Help folder on the FRx installation compact disc, or you can select the Table of Contents from the FRx program folder after installation.

Contact Us Clicking the Contact Us button displays the e-mail addresses that you can use to contact FRx Software for various needs, as well as a link to the FRx Software Web site.

Exit Installation Clicking the Exit Installation button closes the FRx Installation Browser dialog box.

FRx Software Logo Clicking the FRx Software logo opens your Web browser to the following FRx Software Web site: http//www.frxsoftware.com

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Chapter 2: Installation Procedures Installing FRx on a Fat-Client Workstation

Installing FRx on a Fat-Client Workstation A fat-client installation installs the following FRx programs on the client workstation:

Note

z

Report Designer

z

DrillDown Viewer

z

Report Launcher

z

Report Manager

If you use a shared SysData directory, follow the pre-installation procedures for creating the directory (see “Shared Directories” on page 9) before you begin the installation. To install the FRx client files on a client workstation (as a fat client) 1

Insert the FRx installation compact disc into the CD-ROM drive of the fat-client workstation. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Install FRx.

3

If your installation compact disc contains multiple language options for the installation, in the Choose Setup Language dialog box, select the appropriate language from the list, and then click Next.

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Chapter 2: Installation Procedures Installing FRx on a Fat-Client Workstation

4

In the Welcome to the InstallShield Wizard for FRx dialog box, click Next.

5

In the License Agreement dialog box, scroll through and read the license agreement, and then click Yes to accept the terms of the agreement.

Note: If you do not accept the terms of the agreement, click No to exit the installation

program. Contact your reseller to negotiate a license agreement that meets your needs. 6

In the Installation Options dialog box, click Local Client, and then click Next.

7

If you are upgrading FRx from a previous release, in the Multiple Versions Detected dialog box, select the appropriate option, and then click Next. z If you want the installation program to convert your existing FRx data files to the current version, select the version of the data files to be upgraded.

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Chapter 2: Installation Procedures Installing FRx on a Fat-Client Workstation

z

If you do not want the installation program to upgrade the existing FRx data files, click None (New Install).

Note: Use the Multiple Versions Detected dialog box to select which existing FRx

data files to convert to work with FRx 6.7. After these files are converted, they will not work with any previous releases of the product. For more information about upgrades, see “FRx Upgrades” on page 14.

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Chapter 2: Installation Procedures Installing FRx on a Fat-Client Workstation

8

In the Choose Destination Location dialog box, do one of the following: z Click Next to accept the default file location for the FRx files. z To select a different directory for the FRx files, click Browse, browse to the appropriate location, and then click Next.

Note: The default location for the FRx files is C:\Program Files\FRx Software\FRx 6.7.

If you are using a shared directory, see “Naming Conventions for Shared Directories” on page 10 for more information. If you are upgrading from a previous release of FRx, you must install release 6.7 into a different directory than the previous release to avoid overwriting the configuration files. 9

If you entered a UNC name in the Choose Destination Location dialog box, in the Question dialog box, select the appropriate option. z

If you click Yes, the installation program modifies the settings on the local

computer, which includes adding the report server (the server on which Report Manager is installed) as a “trusted site” in the Trusted Sites zone. This means Report Manager will work. z

If you click No, no settings are modified and Report Manager will not work remotely through a networked path. All other FRx components will function normally.

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Chapter 2: Installation Procedures Installing FRx on a Fat-Client Workstation

10 In the Location of SysData Files dialog box, do one of the following: z

z

If you are using a shared SysData directory, click Browse, browse to the shared directory that you created in the pre-installation procedures, and then click Next. If you are not using a shared SysData directory, click Next to accept the default file location for the SysData files or click Browse to select a new location, and then click Next.

11 In the Select Program Folder dialog box, do one of the following: z z

Click Next to accept the default name for the FRx program folder. To set a different program folder name, type a new name in the Program Folder box, and then click Next.

Note: The default program folder name is FRx 6.7.

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Chapter 2: Installation Procedures Installing FRx on a Fat-Client Workstation

12 Review the installation settings in the Start Copying Files dialog box, and then do

one of the following: z Click Next to accept the settings for the FRx files and begin the installation. z If you need to change any settings, click Back, and then make the necessary modifications.

Note: The Start Copying Files dialog box lists the type of installation that you

selected, the components to install, file locations, and the program folder name. 13 If any installation errors occur, review the messages in the Setup Status dialog box,

and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75. 14 In the InstallShield Wizard Complete dialog box, the following options are available: z

z

Yes, I want to view the Help Documentation check box-Select to view the

Readme file, System Requirements and Installation Guidelines, and FRx® Report Designer Getting Started Guide. Create FRx shortcuts on the Desktop check box-Select to create shortcuts for the FRx programs on your desktop.

15 Click Finish to complete the installation process.

Repeat this procedure for each fat-client workstation.

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Chapter 2: Installation Procedures Installing FRx Programs on a Server for Network Access

Installing FRx Programs on a Server for Network Access The network installation of FRx installs the selected programs onto the file server. Users at thin-client workstations run the user interface on the local computer to access data that is stored on the file server. Install the FRx programs on the network server before installing thin-client workstations. The FRx server installation process creates a setup.exe file in the Client Setup directory on the file server. You can use this file to set up a workstation as a thin client.

Note

Before you begin the installation process, use the pre-installation procedures to create the shared directories that are required for this type of installation (see “Shared Directories” on page 9). To install the FRx programs on a server 1

Insert the FRx installation compact disc into the CD-ROM drive of the file server. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Install FRx.

3

If your installation compact disc contains multiple language options for the installation, in the Choose Setup Language dialog box, select the appropriate language from the list, and then click Next.

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Chapter 2: Installation Procedures Installing FRx Programs on a Server for Network Access

4

In the Welcome to the InstallShield Wizard for FRx dialog box, click Next.

5

In the License Agreement dialog box, scroll through and read the license agreement, and then click Yes to accept the terms of the agreement.

Note: If you do not accept the terms of the agreement, click No to exit the installation

program. Contact your reseller to negotiate a license agreement that meets your needs. 6

In the Installation Options dialog box, click Custom, and then click Next.

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Chapter 2: Installation Procedures Installing FRx Programs on a Server for Network Access

7

In the Product Level: Enterprise dialog box, select the FRx Report Designer and FRx Client Deployment check boxes, and then click Next.

Note: The FRx DrillDown Viewer option is automatically selected when you select FRx Report Designer.

The options listed in this dialog box vary, depending on the product level that you purchased. Note: If the Setup Type dialog box appears, select the appropriate accounting system

product, and then in subsequent dialog boxes, make the appropriate selections based on your accounting system. 8

If you are upgrading FRx from a previous release, in the Multiple Versions Detected dialog box, select the appropriate option, and then click Next. z If you want the installation program to convert your existing FRx data files to the current version, select the version of the data files to be upgraded. z If you do not want the installation program to upgrade the existing FRx data files, select None (New Install).

Note: Use the Multiple Versions Detected dialog box to select which existing FRx

data files to convert to work with FRx 6.7. After these files are converted, they will not work with any previous releases of the product. For more information about upgrades, see “FRx Upgrades” on page 14.

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Chapter 2: Installation Procedures Installing FRx Programs on a Server for Network Access

9

In the Choose Destination Location dialog box, do one of the following: z Click Next to accept the default file location for the FRx files. z To select a different directory for the FRx files, click Browse, browse to the appropriate location, and then click Next.

Note: The default location for the FRx files is C:\Program Files\FRx Software\FRx 6.7.

If you are using a shared directory, see “Naming Conventions for Shared Directories” on page 10 for more information. If you are upgrading from a previous release of FRx, you must install release 6.7 into a different directory from the previous release to avoid overwriting configuration files. 10 In the Location of SysData Files dialog box, do one of the following: z

z

If you are using a shared SysData directory, click Browse, browse to the shared directory that you created in the pre-installation procedures, and then click Next. If you are not using a shared SysData directory, click Next to accept the default file location for the SysData files or click Browse to select a new location, and then click Next.

Note: This folder must be named SysData. By default, this folder is located in the

same directory that you selected in step 9.

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11 In the Location of Client Setup Files dialog box, click Next to accept the location for

the FRx Client Deployment program, which is in the directory you chose in step 9.

12 In the Select Program Folder dialog box, do one of the following: z z

Click Next to accept the default name for the FRx program folder. To set a different program folder name, type a new name in the Program Folder box, and then click Next.

Note: The default program folder name is FRx 6.7.

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13 Review the installation settings in the Start Copying Files dialog box, and then do

one of the following: z Click Next to accept the settings for the FRx files and begin the installation. z If you need to change any settings, click Back, and then make the necessary modifications.

Note: The Start Copying Files dialog box lists the type of installation that you

selected, the components to install, file locations, and the program folder name. 14 If any installation errors occur, review the messages in the Setup Status dialog box,

and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75. 15 In the InstallShield Wizard Complete dialog box, the following options are available: z

z

Yes, I want to view the Help Documentation check box-Select to view the

Readme file, System Requirements and Installation Guidelines, and FRx® Report Designer Getting Started Guide. Create FRx shortcuts on the Desktop check box-Select to create shortcuts for the FRx programs on your desktop.

16 Click Finish to complete the installation process.

Continue to the next section to install FRx on the thin-client workstations.

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Chapter 2: Installation Procedures Installing FRx on a Thin-Client Workstation

Installing FRx on a Thin-Client Workstation After you install the FRx client programs on a file server, you can install the FRx programs on the thin-client workstations. The file server installation process created a Setup.exe file in the Client Setup directory on the file server. We recommend that you use this Setup.exe file to install the FRx programs on a thin-client workstation and that procedure is described in the following section. Alternatively, you can insert the FRx installation compact disc into the CD-ROM drive at each workstation, and select the Network Client installation option. To install the FRx programs on a thin-client workstation 1

Use Windows Explorer at the workstation to select and double-click the Setup.exe file that is located in the Client Setup directory (for example, \\FRXSERVER\FRx Software\FRx 6.7\Client Setup). The InstallShield Wizard preparation dialog box appears.

2

If any installation errors occur, review the messages in the Setup Status dialog box, and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75.

3

In the InstallShield Wizard Complete dialog box, click Finish.

Repeat this procedure at each thin-client workstation.

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Chapter 2: Installation Procedures Installing FRx DrillDown Viewer

Installing FRx DrillDown Viewer Install DrillDown Viewer on each computer that requires this functionality and that does not have FRx installed.

Note

DrillDown Viewer is installed with the fat-client and thin-client FRx installations.

To install DrillDown Viewer 1

Insert the FRx installation compact disc into the CD-ROM drive of the computer. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Install FRx.

3

If your installation compact disc contains multiple language options for the installation, in the Choose Setup Language dialog box, select the appropriate language from the list, and then click Next.

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Chapter 2: Installation Procedures Installing FRx DrillDown Viewer

4

In the Welcome to the InstallShield Wizard for FRx dialog box, click Next.

5

In the License Agreement dialog box, scroll through and read the license agreement, and then click Yes to accept the terms of the agreement.

Note: If you do not accept the terms of the agreement, click No to exit the installation

program. Contact your reseller to negotiate a license agreement that meets your needs. 6

In the Installation Options dialog box, click Custom, and then click Next.

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Chapter 2: Installation Procedures Installing FRx DrillDown Viewer

7

In the Product Level: Enterprise dialog box, select the FRx DrillDown Viewer check box, and then click Next.

Note: The options listed in this dialog box vary, depending on the product level that

you purchased. 8

In the Location of FRx DrillDown Viewer dialog box, do one of the following: z Click Next to accept the default file location for the DrillDown Viewer files. z To select a different directory for the DrillDown Viewer files, click Browse, browse to the appropriate location, and then click Next.

Note: The default location for the DrillDown Viewer files is C:\Program Files\FRx Software\FRx 6.7 DrillDown Viewer.

If you are using a shared directory, see “Naming Conventions for Shared Directories” on page 10 for more information.

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Chapter 2: Installation Procedures Installing FRx DrillDown Viewer

9

In the Select Program Folder dialog box, do one of the following: z Click Next to accept the default name for the FRx program folder. z To set a different program folder name, type a new name in the Program Folder box, and then click Next.

Note: The default program folder name is FRx 6.7. 10 Review the installation settings in the Start Copying Files dialog box, and then do

one of the following: z Click Next to accept the settings for DrillDown Viewer and begin the installation. z If you need to change any settings, click Back, and then make the necessary modifications.

Note: The Start Copying Files dialog box lists the type of installation that you

selected, the components to install, file locations, and the program folder name. 11 If any installation errors occur, review the messages in the Setup Status dialog box,

and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75.

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Chapter 2: Installation Procedures Installing FRx DrillDown Viewer

12 In the InstallShield Wizard Complete dialog box, the following options are available: z

z

Yes, I want to view the Help Documentation check box-Select to view the

Readme file, System Requirements and Installation Guidelines, and FRx® Report Designer Getting Started Guide. Create FRx shortcuts on the Desktop check box-Select to create shortcuts for the FRx programs on your desktop.

13 Click Finish to complete the installation process.

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Chapter 2: Installation Procedures Installing FRx Report Launcher

Installing FRx Report Launcher Install Report Launcher on each computer that requires this functionality and that does not have FRx installed. DrillDown Viewer is installed with Report Launcher.

Note

Note

Report Launcher is installed with the fat client and thin client FRx installations.

Before installing Report Launcher, verify that Report Designer has been installed with a shared SysData directory. Report Launcher does not function if Report Designer is installed without a shared SysData directory. To install Report Launcher 1

Insert the FRx installation compact disc into the CD-ROM drive of the computer. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Install FRx.

3

If your installation compact disc contains multiple language options for the installation, in the Choose Setup Language dialog box, select the appropriate language from the list, and then click Next.

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Chapter 2: Installation Procedures Installing FRx Report Launcher

4

In the Welcome to the InstallShield Wizard for FRx dialog box, click Next.

5

In the License Agreement dialog box, scroll through and read the license agreement, and then click Yes to accept the terms of the agreement.

Note: If you do not accept the terms of the agreement, click No to exit the installation

program. Contact your reseller to negotiate a license agreement that meets your needs. 6

In the Installation Options dialog box, click Custom, and then click Next.

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Chapter 2: Installation Procedures Installing FRx Report Launcher

7

In the Product Level: Enterprise dialog box, select the FRx DrillDown Viewer and FRx Report Launcher check boxes, and then click Next.

Note: It is highly recommended that you install DrillDown Viewer with Report

Launcher. DrillDown Viewer is required to view generated reports. The options listed in this dialog box vary, depending on the product level you that purchased.

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Chapter 2: Installation Procedures Installing FRx Report Launcher

8

In the Location of FRx DrillDown Viewer and FRx Report Launcher files dialog box, do one of the following: z Click Next to accept the default file location for the DrillDown Viewer and Report Launcher files. z To select a different directory for the DrillDown Viewer and Report Launcher files, click Browse, browse to the appropriate location, and then click Next.

Note: The default location for the Report Launcher files is C:\Program Files\FRx Software\FRx 6.7.

If you are using a shared directory, see “Naming Conventions for Shared Directories” on page 10 for more information. 9

In the Location of SysData Files dialog box, click Browse, browse to the shared directory that you created in the pre-installation procedures, and then click Next.

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Chapter 2: Installation Procedures Installing FRx Report Launcher

10 In the Select Program Folder dialog box, do one of the following: z z

Click Next to accept the default name for the FRx program folder. To set a different program folder name, type a new name in the Program Folder box, and then click Next.

Note: The default program folder name is FRx 6.7. 11 Review the installation settings in the Start Copying Files dialog box, and then do

one of the following: z Click Next to accept the settings for the DrillDown Viewer and Report Launcher files and begin the installation. z If you need to change any settings, click Back, and then make the necessary modifications.

Note: The Start Copying Files dialog box lists the type of installation that you

selected, the components to install, file locations, and the program folder name. 12 If any installation errors occur, review the messages in the Setup Status dialog box,

and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75.

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Chapter 2: Installation Procedures Installing FRx Report Launcher

13 In the InstallShield Wizard Complete dialog box, the following options are available: z

z

Yes, I want to view the Help Documentation check box-Select to view the

Readme file, System Requirements and Installation Guidelines, and FRx® Report Designer Getting Started Guide. Create FRx shortcuts on the Desktop check box-Select to create shortcuts for the FRx programs on your desktop.

14 Click Finish to complete the installation process.

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Chapter 2: Installation Procedures Installing FRx Report Manager

Installing FRx Report Manager Install Report Manager on each computer that requires this functionality and that does not have it installed already.

Note

Note

Report Manager is installed with the fat-client and thin-client FRx installations.

Report Manager is dependent on Report Designer. The installation program will not install Report Manager onto a computer that does not already have Report Designer installed. Report Manager requires that Report Designer has been installed with a shared SysData directory. Report Manager does not function if Report Designer is installed without a shared SysData directory. To install Report Manager 1

Insert the FRx installation compact disc into the CD-ROM drive of the computer. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Install FRx.

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Chapter 2: Installation Procedures Installing FRx Report Manager

3

If your installation compact disc contains multiple language options for the installation, in the Choose Setup Language dialog box, select the appropriate language from the list, and then click Next.

4

In the Welcome to the InstallShield Wizard for FRx dialog box, click Next.

5

In the License Agreement dialog box, scroll through and read the license agreement, and then click Yes to accept the terms of the agreement.

Note: If you do not accept the terms of the agreement, click No to exit the installation

program. Contact your reseller to negotiate a license agreement that meets your needs.

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Chapter 2: Installation Procedures Installing FRx Report Manager

6

In the Installation Options dialog box, click Custom, and then click Next.

7

In the Product Level: Enterprise dialog box, select the FRx Report Manager check box, and then click Next.

Note: The options listed in this dialog box vary, depending on the product level you

that purchased.

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Chapter 2: Installation Procedures Installing FRx Report Manager

8

In the Choose Destination Location dialog box, do one of the following: z Click Next to accept the default file location for the Report Manager files. z To select a different directory for the Report Manager files, click Browse, browse to the appropriate location, and then click Next.

Note: The default location for the Report Manager files is C:\Program Files\FRx Software\FRx 6.7\Report Manager.

If you are using a shared directory, see “Naming Conventions for Shared Directories” on page 10 for more information. 9

If you entered a UNC name in the Choose Destination Location dialog box, in the Question dialog box, select the appropriate option. z

If you click Yes, the installation program modifies the settings on the local

computer, which includes adding the report server (the server on which Report Manager is installed) as a “trusted site” in the Trusted Sites zone. This means Report Manager will work. z

If you click No, no settings are modified and Report Manager will not work remotely through a networked path. All other FRx components will function normally.

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Chapter 2: Installation Procedures Installing FRx Report Manager

10 In the Select Program Folder dialog box, do one of the following: z z

Click Next to accept the default name for the FRx program folder. To change the set a different program folder name, type a new name in the Program Folder box, and then click Next.

Note: The default program folder name is FRx 6.7. 11 Review the installation settings in the Start Copying Files dialog box, and then do

one of the following: z Click Next to accept the settings for Report Manager and begin the installation. z If you need to change any settings, click Back, and then make the necessary modifications.

Note: The Start Copying Files dialog box lists the type of installation that you

selected, the components to install, file locations, and the program folder name. 12 If any installation errors occur, review the messages in the Setup Status dialog box,

and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75.

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Chapter 2: Installation Procedures Installing FRx Report Manager

13 In the InstallShield Wizard Complete dialog box, the following options are available: z

z

Yes, I want to view the Help Documentation check box-Select to view the

Readme file, System Requirements and Installation Guidelines, and FRx® Report Designer Getting Started Guide. Create FRx shortcuts on the Desktop check box-Select to create shortcuts for the FRx programs on your desktop.

14 Click Finish to complete the installation process.

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Chapter 2: Installation Procedures Installing FRx Report Server

Installing FRx Report Server Install Report Server on your company’s report server.

Note

Before installing Report Server, verify that Report Designer has been installed with a shared SysData directory. Report Server does not function if Report Designer is installed without a shared SysData directory. To install Report Server 1

Insert the FRx installation compact disc into the CD-ROM drive of the report server. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Install FRx Report Server.

3

If your installation compact disc contains multiple language options for the installation, in the Choose Setup Language dialog box, select the appropriate language from the list, and then click Next.

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Chapter 2: Installation Procedures Installing FRx Report Server

4

If you are upgrading Report Server from a previous release, in the Qualifying Product(s) Detected dialog box, select the appropriate option, and then click Next. z If you want the installation program to convert your existing Report Server data files to the current release, select the release of the data files to be upgraded, and then select the Upgrade the product selected below button. z If you do not want the installation program to upgrade the existing Report Server data files, select the Install a new copy of this product button.

Note: Use the Qualifying Product(s) Detected dialog box to select which existing

Report Server data files to convert to work with Report Server 6.7. After these files are converted, they will not work with any previous releases of the product. For more information about upgrades, see “FRx Upgrades” on page 14. 5

In the Welcome to the FRx Report Server Installation dialog box, click Next.

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Chapter 2: Installation Procedures Installing FRx Report Server

6

In the License Agreement dialog box, scroll through and read the license agreement, and then click Yes to accept the terms of the agreement.

Note: If you do not accept the terms of the agreement, click No to exit the installation

program. Contact your reseller to negotiate a license agreement that meets your needs. 7

In the Location of FRx Report Server dialog box, do one of the following: z Click Next to accept the default file location for the Report Server files. z To select a different directory for the Report Server files, click Browse, browse to the appropriate location, and then click Next.

Note: The default location for the Report Server files is C:\Program Files\FRx Software\FRx 6.7 Report Server.

You must install this component on a drive that is local to the server.

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Chapter 2: Installation Procedures Installing FRx Report Server

8

In the Location of SysData Files dialog box, click Browse, browse to the shared directory that you created in the pre-installation procedures, and then click Next.

Note: If you are using a shared directory, see “Naming Conventions for Shared

Directories” on page 10 for more information. 9

In the Location of the Queue data Files dialog box, click Next to accept the default path for the Queue database, which is the directory that you selected in step 8.

10 Review the installation settings in the Ready to Install the Program dialog box, and

then do one of the following: z Click Install to accept the settings for Report Server and begin the installation. z If you need to change any settings, click Back, and then make the necessary modifications.

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Chapter 2: Installation Procedures Installing FRx Report Server

11 If any installation errors occur, review the messages in the Setup Status dialog box,

and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75. 12 In the InstallShield Wizard Complete dialog box, click Finish to complete the

installation process.

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Chapter 2: Installation Procedures Installing FRx WebPort

Installing FRx WebPort Install WebPort on your company’s Web server. Web Administrator is installed with WebPort.

Note

Note T

Wa rn i ng If you

If you use a shared SysData directory, follow the pre-installation procedures for creating the directory (see “Shared Directories” on page 9) before continuing with the installation.

At the completion of the WebPort installation process, you might have the option to restart the computer. In this case, the Web server must be restarted before you can use WebPort.

If you are upgrading WebPort from a previous release, stop the IIS server before proceeding. To install WebPort 1

Insert the FRx installation compact disc into the CD-ROM drive of the Web server. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Install FRx WebPort.

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Chapter 2: Installation Procedures Installing FRx WebPort

3

If your installation compact disc contains multiple language options for the installation, in the Choose Setup Language dialog box, select the appropriate language from the list, and then click Next.

4

In the Welcome to the InstallShield Wizard for FRx WebPort dialog box, click Next.

5

In the License Agreement dialog box, scroll through and read the license agreement, and then click Yes to accept the terms of the agreement.

Note: If you do not accept the terms of the agreement, click No to exit the installation

program. Contact your sales representative to negotiate a license agreement that meets your needs.

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Chapter 2: Installation Procedures Installing FRx WebPort

6

If you are upgrading WebPort from a previous release, in the Existing FRx WebPort Install Found dialog box, select the appropriate option, and then click Next. z If you want the installation program to convert your existing WebPort data files to the current release, click Upgrade 6.5 to 6.7.x. z If you do not want the installation program to upgrade the existing WebPort data files, click Install 6.7 without upgrading.

Note: Use the Existing FRx WebPort Install Found dialog box to select which

existing WebPort data files to convert to work with WebPort 6.7. After these files are converted, they will not work with any previous releases of the product. For more information about upgrades, see “FRx Upgrades” on page 14. 7

In the Select FRx WebPort Components to Install dialog box, select the FRx WebPort check box, and then click Next.

Note: FRx Web Administrator is automatically selected when you select FRx Web Port.

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Chapter 2: Installation Procedures Installing FRx WebPort

8

In the Choose Destination Location dialog box, do one of the following: z Click Next to accept the default file location for the WebPort files. z To select a different directory for the WebPort files, click Browse, browse to the appropriate location, and then click Next.

Note: The default location for the WebPort files is C:\FRxWebPort.

If you are using a shared directory, see “Naming Conventions for Shared Directories” on page 10 for more information. 9

In the UNC Name box of the Enter FRx WebPort UNC Share Name dialog box, type the share name for WebPort in Uniform Naming Convention (UNC) format, and then click Next.

Note: We recommend accepting the default UNC name, which is the same as the

default location that was selected in the previous step for the WebPort files.

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Chapter 2: Installation Procedures Installing FRx WebPort

10 In the Please Enter Virtual Directory Name dialog box, type the name of the

WebPort virtual directory in the Name box, and then click Next.

Note: The virtual directory name must consist of alphanumeric characters only and

may not include any spaces. 11 Review the installation settings in the Start Copying Files dialog box, and then do

one of the following: z Click Next to accept the settings for the WebPort files and begin the installation. z If you need to change any settings, click Back, and then make the necessary modifications.

Note: The Start Copying Files dialog box lists the type of installation that you

selected, the components to install, file locations, and the program folder name. 12 If any installation errors occur, review the messages in the Setup Status dialog box,

and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75.

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Chapter 2: Installation Procedures Installing FRx WebPort

13 In the InstallShield Wizard Complete dialog box, click Finish.

14 The Welcome to the FRx Installation Browser reappears. You are finished with the

WebPort installation.

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Chapter 2: Installation Procedures Installing FRx Web Administrator

Installing FRx Web Administrator Install Web Administrator on your company’s Web server. We recommend that you install Web Administrator component on a computer that is accessible to the Web administrator who will maintain this component.

Note T

Wa rn i ng If you

At the completion of the Web Administrator installation process, you might have the option to restart the computer. In this case, the Web server must be restarted before you can use Web Administrator.

If you are upgrading Web Administrator from a previous release, stop the IIS server before proceeding. To install Web Administrator 1

Insert the FRx installation compact disc into the CD-ROM drive of the Web server. The installation program starts automatically.

2

In the Welcome to the FRx Installation Browser dialog box, click Install FRx WebPort.

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3

If your installation compact disc contains multiple language options for the installation, in the Choose Setup Language dialog box, select the appropriate language from the list, and then click Next.

4

In the Welcome to the InstallShield Wizard for FRx WebPort dialog box, click Next.

5

In the License Agreement dialog box, scroll through and read the license agreement, and then click Yes to accept the terms of the agreement.

Note: If you do not accept the terms of the agreement, click No to exit the installation

program. Contact your reseller to negotiate a license agreement that meets your needs.

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Chapter 2: Installation Procedures Installing FRx Web Administrator

6

If you are upgrading WebPort from a previous release, in the Existing FRx WebPort Install Found dialog box, select the appropriate option, and then click Next. z If you want the installation program to convert your existing WebPort data files to the current release, click Upgrade 6.5 to 6.7.x. z If you do not want the installation program to upgrade the existing WebPort data files, click Install 6.7 without upgrading.

Note: Use the Existing FRx WebPort Install Found dialog box to select which

existing WebPort data files to convert to work with WebPort 6.7. After these files are converted, they will not work with any previous releases of the product. For more information about upgrades, see “FRx Upgrades” on page 14. 7

In the Select FRx WebPort Components to Install dialog box, select the FRx Web Administrator check box, and then click Next.

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Chapter 2: Installation Procedures Installing FRx Web Administrator

8

In the Choose Destination Location dialog box, do one of the following: z Click Next to accept the default file location for the Web Administrator files. z To select a different directory for the Web Administrator files, click Browse, browse to the appropriate location, and then click Next.

Note: The default location for the Web Administrator files is C:\FRxWebPort.

If you are using a shared directory, see “Naming Conventions for Shared Directories” on page 10 for more information. 9

Review the installation settings in the Start Copying Files dialog box, and then do one of the following: z Click Next to accept the settings for the Web Administrator files and begin the installation. z If you need to change any settings, click Back, and then make the necessary modifications.

Note: The Start Copying Files dialog box lists the type of installation that you

selected, the components to install, file locations, and the program folder name. 10 If any installation errors occur, review the messages in the Setup Status dialog box,

and then click OK. Note: For more information about how to use the log file that is mentioned in the Setup Status dialog box, see “Install Assist Utility” on page 75.

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Chapter 2: Installation Procedures Installing FRx Web Administrator

11 In the InstallShield Wizard Complete dialog box, click Finish.

12 The Welcome to the FRx Installation Browser reappears. You are finished with the

Web Administrator installation.

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Post-Installation Procedures Chapter 3 Testing an Upgrade from a Previous Release of FRx . . . . . . . . . . . . . . . . 69 WebPort . . . . . . . . . . . . . . . . . . . . . . 70

Use this chapter to perform the final setup steps before running Microsoft® Business Solutions for Analytics–FRx®.

Remote Service for Report Server. . 71

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Chapter 3: Post-Installation Procedures Testing an Upgrade from a Previous Release of FRx

Testing an Upgrade from a Previous Release of FRx After you have successfully installed FRx on all of the required computers, perform a few tests to verify that the product upgrade was successful. These procedures are only necessary if you upgraded from a previous release of FRx. If this is a new installation, no post-installation tests are necessary. Skip this section, and go to “WebPort” on page 70. If you upgraded from FRx® WebPort 6.0 or Web Administrator 6.0, you must have new registration keys for 6.7. If no exceptions were noted in the message that appeared at the end of the installation, run the new release of FRx and verify that all data was successfully upgraded. To verify that an upgrade from a previous release of FRx was successful

For information about how to complete any of the following steps, see the FRx® Report Designer 6.7 User’s Guide. 1

Check your registration information. If you do not have registration information, contact your FRx support provider to re-register FRx. See “How to Contact Us” on page xi.

2

Review the Company Information dialog box to verify that all of the companies previously configured in FRx are available.

3

Verify that the values are correct in the Import/Export Path fields in the Company Information dialog box.

4

Verify that the values are correct in the Location fields in the Specification Sets dialog box.

5

Read the FRx® Report Designer Getting Started Guide for additional connectivity information.

6

Set each company as default to verify that a new index is successfully created.

7

Verify that all of your reports are available.

8

Run your key reports to ensure that they generate successfully.

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Chapter 3: Post-Installation Procedures WebPort

WebPort If you plan to print reports from the Web browser and BCL easyPDF has not already been installed on the Web server, install this software before running WebPort. For installation instructions, see “Installing BCL easyPDF” on page 5. After installing WebPort, manually start the FRx PDF Renderer. To start the PDF Renderer on the server z

On the taskbar, click Start, point to Programs, click Startup, and then click FRxPDFSvr.

If the manual start procedures do not activate the PDF Renderer, restart the server.

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Chapter 3: Post-Installation Procedures Remote Service for Report Server

Remote Service for Report Server Users at client workstations can use remote service to remotely control FRx® Report Server. You must configure this service manually. Remote service features include control buttons used to stop, pause, or start Report Server and interval settings for report scheduling. For more information about these features, see the Remote Service for FRx Report Server document located on the FRx installation compact disc. To configure the remote service for Report Server 1

On the taskbar, click Start, click Run, and then type dcomcnfg to open the Distributed COM Configuration tool.

2

At the computer that hosts the Report Server software, open the properties for the ServerLaunch.clsStart component.

3

Change the following settings: z On the General tab, set the authentication level to Packet. z On the Location tab, click Run application on this computer, and then clear all other options. z On the Security tab, provide Launch and Access permission to all domain users and groups who require remote Report Server access. Warning: Because Report Server is a program that processes data and requires system

resources and processing time, carefully consider which users will have remote access. These users must also be administrators in FRx. z

On the Identity tab, click Interactive user.

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Troubleshooting Chapter 4 Unsupported Operating System Error73 Self-Registration Error . . . . . . . . . . . 74 Install Assist Utility . . . . . . . . . . . . . . 75

This chapter describes potential problems that might occur after installing Microsoft® Business Solutions for Analytics–FRx® 6.7 and helps you troubleshoot them.

How to Read the Log File . . . . . . . . 76 Common Exceptions Reported in the Install Assist Log File . . . . . . . . . . . . 78

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Chapter 4: Troubleshooting Unsupported Operating System Error

Unsupported Operating System Error Issue

The WARNING: Unsupported Operating System dialog box appears. Cause

The operating system on the target computer is not supported. Solution

Click No in the message box to terminate the installation, and then upgrade to a supported operating system. See the System Requirements and Installation Guidelines document that is located the FRx installation compact disc.

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Chapter 4: Troubleshooting Self-Registration Error

Self-Registration Error Issue

A message states that one or more files did not properly self-register. Cause

One of the library files (*.dll) that needed to run the self-registry failed to register, or you are not the administrator for this computer. Solution

If you are the administrator, follow these steps: 1

Use Windows Explorer to open the file that did not self-register. The Open With dialog box appears.

2

In the Open With dialog box, click Browse.

3

Browse to the SYSTEM32 folder in the Windows directory on the C drive, and then select the REGSVR32.EXE file.

4

Click Open. The Microsoft (C) Register Server is selected as the program to open the .dll file.

5

Click OK to open the RegSvr32 message box. The .dll file is now registered.

6

Click OK to close the message box.

If this procedure fails, call your FRx support provider. See “How to Contact Us” on page xi.

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Chapter 4: Troubleshooting Install Assist Utility

Install Assist Utility The Install Assist utility creates a log file that includes file names, file versions, and names of the directories in which the files are installed and registered. This log reports any errors or issues that occurred during the installation process. The errors are also listed in a message that appears when an installation completes. If any exceptions are noted, click OK in the message box to view and print the log file before running Microsoft® Business Solutions for Analytics–FRx®. The log file includes several categories of entries: Errors, Critical Exceptions, and Exceptions. For more information about these categories, see “How to Read the Log File” on page 76.

Wa rn i ng

If you are upgrading FRx from a previous release and there are any Critical Exceptions, to prevent loss of data, do not open FRx until you contact your FRx support provider. If no exceptions are noted, you can run FRx and verify that all your data upgraded successfully. To do so, see the steps outlined in Chapter 3, “Post-Installation Procedures”.

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Chapter 4: Troubleshooting How to Read the Log File

How to Read the Log File Each log file begins with a summary that lists the release of the Install Assist utility and an explanation of what is listed in the rest of the log file. The steps that were executed during installation are also explained. The following sections may or may not appear in your log file. The sections that appear depend on whether this was a new or an upgrade installation, the release of FRx you upgraded from, and other upgrade options that you selected (such as moving files to a new installation directory). z

*** Upgrade Details ***

This section lists the release to which FRx was upgraded, the paths in which the various files were installed, and the date and time the installation occurred. z

*** Create SysData Backup ***

This section lists all of the files that were backed up during the installation process and where the files were placed. All SysData files are listed. z

*** Upgrade Preparation ***

This section explains that new customized FRxSys32.mdb and FRxRpts.f32 files were created in the new directory for FRx 6.7. These files were created from your existing files, and the standard, uncustomized FRxSys32.mdb and FRxRpts.f32 files have been removed. z

*** FRx System Files Copied from Source Location *** This section lists the original FRxSys32.mdb (releases 5.5 and greater) file that was copied from the previous release of FRx. If FRxRm32.mdb or FRxQue32.mdb files

were found, they were copied and are noted in this section. The locations of the old and new SysData directories are also listed. z

*** Validate Registration Data ***

This section lists that the authorization and registration numbers that were verified. If the registration number was not a valid 6.7 registration number, it is reset (deleted) during the installation. z

*** Update IO_Data Paths in Company Table ***

The Install Assist utility updates the IO_Data paths from the old directory location to the new one. If the utility had problems setting the new IO_Data paths, this section explains the issue. z

*** Validate Company ID Data ***

This section lists the companies that the utility was able to validate. z

*** Move and Update Spec Set Files ***

This section shows that each specification set was moved to the new SysData directory from the existing SysData directory and that the new path was written to the internal FRx database tables. z

*** Installation Cleanup and Validation ***

This section shows that the utility performed a cleanup of old files and validated that the pertinent files are in the new directories.

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z

[EXCEPTION]

All sections in the log file that have an [Exception] notation must be reviewed. The line after the notation provides a brief description of where the installation process failed. For a list of typical exceptions, see “Common Exceptions Reported in the Install Assist Log File” on page 78. z

[CRITICAL EXCEPTIONS]

If any critical exceptions are noted in your log file, please contact your FRx support provider immediately. Do not open FRx 6.7 until you have contacted your FRx support provider. See “How to Contact Us” on page xi.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

Common Exceptions Reported in the Install Assist Log File If you upgraded from a previous release of FRx, exceptions might be noted after the installation routine has completed. These exceptions will be listed in the log file that you are prompted to view at the end of the installation routine.

Error Conditions An Error is very critical and prevents the installation or upgrade from continuing. If an error occurs, the following message appears: Install Assist Error. Please contact Technical Support BEFORE attempting to launch FRx. Failure to do this may cause the loss of your existing setup and SpecSet information. Log File Location:

Examine the log file for more information. This section lists possible Error conditions.

Couldn't Open Log File Cause

The InstallAssist could not create a log file in the directory from which it was started. Solution

Verify that you have permissions to create and modify files in the directory that contains the InstallAssist.exe file.

Couldn't connect to the source database Cause

The InstallAssist was unable to open the FRxSys32.mdb file from the older release SysData directory. This problem can only occur for an upgrade. Solution

Verify the following: z

Users do not have the old release open.

z

You have Read & Execute and Modify permissions for the old SysData directory.

z

You can run the old release. If you cannot run the old release, restore a backup of the SysData directory and try the upgrade again.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

Couldn't Evaluate Upgrade Path Cause

The InstallAssist was unable to open the FRxSys32.mdb file from the older release SysData directory. This problem can only occur for an upgrade. Solution

Verify the following: z

Users do not have the old release open.

z

You have Read & Execute and Modify permissions for the old SysData directory.

z

You can run the old release. If you cannot run the old release, restore a backup of the SysData directory and try the upgrade again.

Couldn't determine upgrade versions Cause

The InstallAssist was unable to open the FRxSys32.mdb file from the older release SysData directory. This problem can only occur for an upgrade. Solution

Verify the following: z

Users do not have the old release open.

z

You have Read & Execute and Modify permissions for the old SysData directory.

z

You can run the old release. If you cannot run the old release, restore a backup of the SysData directory and try the upgrade again.

Couldn't Write Banner Cause

The InstallAssist was unable to open the FRxSys32.mdb file from the older release SysData directory. This problem can only occur for an upgrade. Solution

Verify the following: z

Users do not have the old release open.

z

You have Read & Execute and Modify permissions for the old SysData directory.

z

You can run the old release. If you cannot run the old release, restore a backup of the SysData directory and try the upgrade again.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

Couldn't connect to the destination database template Cause

InstallAssist could not find the FRxSys32.tpl file in the new SysData directory. This problem should not occur on a new installation. Solution

If you receive this error when trying to upgrade from an old release after you have installed the new release, you may need to re-install or copy the FRxSys32.tpl from another FRx 6.7 installation.

Couldn't Backup Destination Sysdata Cause

InstallAssist was unable to create a backup subdirectory in the new SysData folder or was unable to copy the SysData files in that folder. This problem can only occur for an upgrade. Solution

Verify that you have Modify permissions for the new SysData directory, and that no one is using the files within the directory.

Couldn't copy files from source Sysdata Cause

InstallAssist was unable to copy files from the old release SysData directory. This problem can only occur for an upgrade. Solution

Verify the following: z

You have at least Read & Execute permissions for the old SysData directory.

z

You have at least Modify permissions for the new SysData directory.

z

Users are not using the old release.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

Critical Exception Conditions A Critical Exception indicates some critical occurrence that might cause problems but does not prevent the installation or upgrade from proceeding. If a critical exception occurs, the following message appears: Install Assist Procedure Completed Normally Exceptions Noted: xx Log File Location:

Examine the log file for more information. This section lists possible Critical Exception conditions.

PMM File...NOT FOUND Cause

InstallAssist was unable to find a .PMM file in the new SysData directory. Solution

This is a rare exception and should not occur on a new installation. If it occurs, try to re-install FRx. If the problem persists, contact your FRx support provider.

PMM File...MULTIPLE FOUND Cause

Multiple .PMM files were found in the new SysData directory. Solution

This exception can be ignored.

Spec Set Control Record...NOT FOUND Cause

The required information that is needed for the upgrade could not be found in an FRx specification set file from the old release. This problem can only occur for an upgrade. Solution

This problem should not occur. Contact your FRx support provider if it does.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

frx0132.frx...NOT DELETED frx0232.frx...NOT DELETED Cause

The frx0132.frx and frx0232.frx files could not be deleted. This problem can only occur for an upgrade. Solution

These files should always be deleted when an upgrade has occurred.

FRxINI32 Temp File...NOT UPDATED Cause

The frxini32.tmp file could not be written. Solution

This file is needed for a new installation or a first-time upgrade. Contact your FRx support provider.

Prod32 Temp File...NOT UpDATED Cause

The prod32.tmp file could not be written. Solution

This file is needed for a new installation or a first-time upgrade. Contact your FRx support provider.

Updating Spec Set Security Setting for ...FAILED Cause

InstallAssist was unable to update the specification set files from the previous release. This problem can only occur for an upgrade. Solution

Verify the following: z

You have Read & Execute and Modify permissions for the new SysData directory.

z

Users are not accessing files within the directory.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

Checking Authorized Users...FAILED Cause

InstallAssist was unable to update the FRxSys32.mdb file after upgrading from an FRx 5.5 Standard. This problem can only occur for an upgrade. Solution

Verify the following: z

You have Read & Execute and Modify permissions for the new SysData directory.

z

Users are not accessing files within the directory.

Exception Conditions An Exception indicates something that is outside of the norm but should not cause any real problems. If an exception occurs, the following message appears: Install Assist Procedure Completed Normally Exceptions Noted: xx Log File Location:

Examine the log file for more information. This section lists possible Exception conditions.

FRxSys32.mdb existed in the new path. This file was backed up to before copying the file from its old location. Cause

An FRxSys32.mdb file was found in the destination SysData directory. This exception can only occur for an upgrade. Solution

This exception can be ignored. The file will be backed up before the file to be upgraded is copied into the new path.

FRxRpts.f32 existed in the new path. This file was backed up to before copying the file from its old location. Cause

An FRxRpts.f32 file was found in the destination SysData directory. This exception can only occur for an upgrade. Solution

This exception can be ignored. The file will be backed up before the file to be upgraded is copied into the new path.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

FRxQue32.mdb existed in the new path. This file was backed up to before copying the file from its old location. Cause

An FRxQue.mdb file was found in the destination SysData directory. This exception can only occur for an upgrade. Solution

This exception can be ignored. The file will be backed up before the file to be upgraded is copied into the new path.

Company: - IO PATH NOT UPDATED New Path: Path not located in Install Directory - NO CHANGE. Cause

The company's Import and Export path was not set to the old install directory, but was instead set to a custom path. Because it is a custom path, the path was not updated — this prevents you from having to change the Import and Export paths again after the upgrade. This exception can only occur for an upgrade. Solution

The system is designed this way so that you can use customized paths. After you start FRx, verify the Import/Export Path using the post-installation procedures.

*** NO COMPANIES FOUND IN COMPANY TABLE *** Cause

No companies were found in the previous release of FRx. This problem can only occur for an upgrade. Solution

If you feel you have received this exception in error, contact your FRx support provider. Otherwise, this exception can be ignored, and you can create new companies when you run FRx for the first time.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

Spec Set not found in specified path, checking old install path... Cause

A specification set database file was not found in the path specified in the previous release of FRx. This exception can only occur for an upgrade. Solution

InstallAssist will automatically look for the specification set file in the old FRx SysData directory if it was originally located outside of the SysData directory. If it finds the file, you will see the following message, and you do not need to do anything. Spec set found at:

If the InstallAssist could not find the specification set file, you will see a message. If you feel this message is in error, you should run the previous FRx install and attempt to resolve the problem. If the file does not exist, you may need to restore it from backup, and then try to install FRx 6.7 again.

File Already Existed in new location! File moved as: Cause

The specification set database file to be copied already existed in the new location. This exception can only occur for an upgrade. Solution

No action is necessary. InstallAssist automatically makes a backup of the existing file in the location listed, and then copies the file to be upgraded to the new location.

Couldn't Move File - Upgrade Process Terminated Cause

InstallAssist was unable to copy the specification set database file to be upgraded to the destination SysData. This exception can only occur for an upgrade. Solution

Verify the following: z

You have Read & Execute permissions for the path in which the specification set database file exists.

z

The file is not currently in use.

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Chapter 4: Troubleshooting Common Exceptions Reported in the Install Assist Log File

File cleanup could not be completed... Cause

The installation routine encountered problems while attempting to remove an older release of FRx. These files could have been locked because users were working in this older release. This exception can only occur for an upgrade. Solution

Have users exit the previous release. Review the “undeletable” files that are listed in the FRx Install Assist log file, and then manually delete the files.

frxini32.tmp...NOT FOUND Cause

The frxini32.tmp file was not found in the new FRx directory. Solution

No action is necessary. InstallAssist re-creates this file automatically.

prod32.tmp...NOT FOUND Cause

The frxini32.tmp file was not found in the new FRx directory. Solution

No action is necessary. InstallAssist re-creates this file automatically.

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Index Symbols .NET Framework 17

A administrator privileges 11 administrator’s guides viii All Components installation 19

B BCL easyPDF 20 configuration 5 installation 5 required for printing reports from the Web browser 20 Browser, Installation 17

directories log file 76 shared 9 upgrading FRx software 14 documentation available viii DrillDown Viewer .NET Framework 17 components 19 documentation viii installing 35 drive mapping 10

E easyPDF 20 exceptions, Install Assist utility 77–78 exiting installation 21

C

F

Client Deployment program 19 client installation fat 22 local 22 network 34 software requirements 2 thin 34 client programs, defined x components, installation 19 converting files 14 custom installation 19

fat client defined x installation 22 installation option 18 features, new vi file server defined x shared directories 9 software requirements 2 Forecaster 1

D default printer 8 definitions, terminology x

G glossary x

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Index

H

M

help online viii–ix

manuals viii Microsoft .NET Framework 17 Microsoft Internet Information Services (IIS) server 20

I IIS server 20 Install Assist utility log file 75, 78 installation about 17 administrator privileges 11 BCL easyPDF 5 components 19 custom 19 default printer 8 DrillDown Viewer 35 exiting 21 fat client 22 local client 22 network 28 network client 34 options 17 fat client 18 local client 18 network client 18 select components 19 thin client 18 pre-installation procedures 1 Report Launcher 40 Report Manager 46 Report Server 52 required software 2–3 shared directories 9 thin client 34 upgrades 14, 69 Web Administrator 63 WebPort 57 Installation Browser 17

L local client defined x installation 22 installation option 18 log file, Install Assist utility 75, 78

N naming shared directories 10 .NET Framework 17 network client defined x installation 34 installation option 18 network client installation 28 new features vi

O online help viii–ix operating system error 73

P parallel testing 14 PDF files BCL easyPDF 20 PDF Renderer 70 pre-installation procedures 1 previous releases testing upgrades 69 troubleshooting 75 upgrading 14 printer, default 8

R Readme files viii registration keys 69 releases, upgrading about 14 testing 69 troubleshooting 75 remote service, Report Server 71 Report Designer .NET Framework 17 components 19 documentation viii

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Index

Report Launcher components 19 installing 40 SysData directory 18 Report Manager .NET Framework 17 components 20 documentation viii installing 46 Report Server .NET Framework 17 documentation viii installation options 20 installing 52 remote service 71 SysData directory 18 upgrading 16 report server defined x software requirements 2 requirements, software 2

S self-registration error 74 servers defined x network installation 28 software requirements 2 shared directories 9 software requirements 2 SysData log file 76 shared directories 9, 18 system requirements 2

T terminology x testing upgrades 69

thin client defined x installation 34 installation option 18 troubleshooting Install Assist utility 75 log file 75, 78 operating system errors 73 self-registration error 74 upgrades 75

U Uniform Naming Convention (UNC) 10 unsupported operating system error 73 upgrading previous releases 14 testing 69 troubleshooting 75 user’s guides viii

W Web Administrator installation options 20 installing 63 Web server administrator privileges 11 defined x software requirements 2 WebPort administrator privileges 11 documentation viii installation option 20 installing 57 PDF Renderer 70 workstations fat client installation 22 local client installation 22 network client installation 34 software requirements 2 thin client installation 34

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