Quick Start Workstation Upgrade and Installation
Transcription
Quick Start Workstation Upgrade and Installation
ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Quick Start Workstation Upgrade and Installation Guide ARGUS Enterprise 10.6 5/29/2015 ARGUS Software – An Altus Group Company ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Quick Start Workstation Upgrade and Installation Guide ARGUS Enterprise 10.6 5/29/2015 Published by: ARGUS Software, Inc. 3050 Post Oak Boulevard Suite 900 Houston, Texas 77056 Telephone (713) 621-4343 Facsimile (713) 621-2787 www.argussoftware.com Information in this document is subject to change without notice and represents no commitment on the part of ARGUS Software, Inc. This document is copyright 2015, ARGUS Software, Inc. All rights reserved. This document is a confidential and proprietary trade secret of ARGUS Software, made available only under a license agreement and or other agreements containing obligations of confidentiality. "ARGUS" and “ARGUS Enterprise” are trademarks of ARGUS Software, Inc. All other trademarks and registered trademarks are property of their respective companies. ARGUS Enterprise © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Table of Contents Introduction ................................................................................................................................................................... 1 Before You Start ............................................................................................................................................................ 2 Upgrading a Prior Version.............................................................................................................................................. 3 Installation Instructions ................................................................................................................................................. 8 Database Wizard ..................................................................................................................................................... 12 Upgrading an Existing Database ......................................................................................................................... 12 SQL Server Installation Options ............................................................................................................................... 13 Use an Existing SQL Server Instance ................................................................................................................... 13 Creating a New Database.................................................................................................................................... 17 Report Deployment Wizard..................................................................................................................................... 18 Deployment Types .................................................................................................................................................. 19 Deploy to Folder ................................................................................................................................................. 19 Licensing ...................................................................................................................................................................... 22 Summary...................................................................................................................................................................... 26 ARGUS Enterprise © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Introduction The workstation application is a standalone installation of ARGUS Enterprise that does not require any server components to operate. All processes are performed locally on the PC. 1 © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Before You Start Note: The install must be performed using the end-user account, and the end-user of the application must have local administrator rights during the upgrade/installation process in order to install the new version and set up the database. If the end user does not have administrator rights they will be unable to complete the install or run the configuration utility. The installation will prompt for Administrator Credentials before the installation is actually performed (see installation section). An administrator could then enter credentials at that point as an alternative to granting local administrator rights to the end-user for the duration of the install. Add the end-user account to the Administrators Group. For more information on adding user accounts to a group, go to Microsoft Windows Help. 2 © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Upgrading a Prior Version The following section provides an example of an upgrade from ARGUS Enterprise version 9.5 to ARGUS Enterprise 10.6. Upgrades from previous versions will follow the same process. Note: If this is a new installation, go to the section titled Installation Instructions. Note: The upgrade must be performed using the end-user account, and the end-user of the application must have local administrator rights in order to perform the configuration utility steps described in the remainder of this section. 1. 3 Add the user to the Administrators group on the PC. Log in as an administrator and start Computer Management. © 2015 ARGUS Software, Inc. ARGUS Enterprise 2. 4 Quick Start Workstation Upgrade and Installation Guide Add the end-user account to the Administrators Group. © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide 3. Open ARGUS Enterprise 10.6 Configuration from the ARGUS Software\ARGUS Enterprise 10.6 folder in the Start > All Programs menu. 4. Click AE 10.6 Database and make a note of the Server and the Database names. Important Note: The upgrade of a database to AE version 10.6 and subsequent versions from a pre-10.5 database will require a significantly longer time to accomplish than previous versions due to some underlying technical changes. Please expect upgrade times that may last up to several hours for very large databases. Ensure that you have a current backup before proceeding with an upgrade. 5 © 2015 ARGUS Software, Inc. ARGUS Enterprise 6 Quick Start Workstation Upgrade and Installation Guide 5. Make a backup of the existing AE database. To do this, open your end-user profile folder and copy the .mdf and .ldf files to another location. 6. De-activate the license. Click Licensing in ARGUS Enterprise 10.6 Configuration, and then click Check In Selected Licenses. 7. Click Yes. © 2015 ARGUS Software, Inc. ARGUS Enterprise 7 Quick Start Workstation Upgrade and Installation Guide 8. Make a note of the Product Key, and then click OK. 9. Confirm that the License Check in is successful, and click OK. © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Installation Instructions 8 1. Download ARGUS Enterprise 10.6 from: http://customer.argussoftware.com/site/downloads/ARGUSDownloadsAEMain.htm 2. When prompted, Run or Save the installation program, Setup.exe. • Run: Choose Run to run the installation program if it is located on a local network. If you select this option, continue with Step 4. • Save: Choose Save if the installation program is being downloaded from the ARGUS support site. Remember to note the file location for future reference. 3. Navigate to the location of the installation program, and double click the file to launch the installer. Click Run. 4. The installer launches automatically. Click Next to launch the Setup Wizard. 5. The following window appears if .NET has been installed. Click Accept to accept the license terms and proceed. © 2015 ARGUS Software, Inc. ARGUS Enterprise 9 Quick Start Workstation Upgrade and Installation Guide 6. Click Next to accept. 7. Read and accept the license agreement. Click Next to continue. © 2015 ARGUS Software, Inc. ARGUS Enterprise 10 Quick Start Workstation Upgrade and Installation Guide 8. Click Workstation Installation to install the ARGUS Enterprise Workstation. 9. Click Next to install to the default folder. © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide 10. Click Install to install the software. 11. If Administrative rights were not granted to the user as per the “Before You Start” section, you will be prompted at this point to enter administration credentials. 12. Click Finish to complete the ARGUS Enterprise Installation 11 © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Database Wizard The ARGUS Database Configuration Wizard will appear automatically. If you would like to launch the wizard manually, select ARGUS Enterprise 10.6 Configuration from the ARGUS Software\ARGUS Enterprise 10.6 folder in the Start > All Programs menu. Upgrading an Existing Database If you are upgrading a previously created AE database, follow the instructions in this section. Click Next to continue. 12 © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide SQL Server Installation Options The Database Wizard offers two Installation Types. You can choose to use one of the following SQL Server Installations: • Use Existing SQL Server Instance: Select this option if upgrading from AE 9.5 or an earlier version. • Use Existing Local SQL Server Express LocalDB: Select this option if upgrading from versions after AE 9.5. Use an Existing SQL Server Instance For the Upgrade and Workstation Installation, you will choose Use an Existing SQL Server Instance. 1. 13 Choose Use an Existing SQL Server Instance: © 2015 ARGUS Software, Inc. ARGUS Enterprise 2. Quick Start Workstation Upgrade and Installation Guide Enter the names of the existing SQL server and database, and click Next. Note: You can attach an mdi file by clicking Attach then using the Browse button to locate and attach the file. This option is also useful if you want to restore a backup copy of the mdf files. Alternatively, you can use the Select option to select a database from the drop-down list when you are connecting to a SQL Server instance other than LocalDB. 3. 14 Click Next to upgrade the existing database. © 2015 ARGUS Software, Inc. ARGUS Enterprise 15 Quick Start Workstation Upgrade and Installation Guide 4. Choose Run the database scripts now, and click Next. 5. If this window appears, you can choose the Yes option to stop the upgrade process, so that you can backup your database, or you can choose the No option to allow the database upgrade process to continue. © 2015 ARGUS Software, Inc. ARGUS Enterprise 6. 16 Quick Start Workstation Upgrade and Installation Guide Click Finish to complete the upgrade of the existing database. © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Creating a New Database If you are creating a brand new database, follow the instructions in this section. Start from Step 2 in the section above. 17 1. Enter the names of the existing SQL server and new database, and click Next. 2. Click Next to create the new database. 3. Proceed to steps 5 – 6 in the Upgrading an Existing Database section above. © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Report Deployment Wizard The ARGUS Enterprise Report Deployment Wizard should start automatically. If you would like to launch the wizard manually, select ARGUS Enterprise 10.6 Configuration from the ARGUS Software\ARGUS Enterprise 10.6 folder in the Start > All Programs menu, and then select Reporting > Deploy Reports. Click Next to continue. 18 © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Deployment Types The Report Deployment Wizard offers two Deployment Types. You can choose to deploy your reports to either: • SSRS, an existing Microsoft SQL Server Reporting Services instance • A folder on your machine or on a network Deploy to Folder For the Workstation Upgrade and Installation, you will deploy your reports to a folder on your local machine. 1. 19 Choose Deploy to Folder. Click Next. © 2015 ARGUS Software, Inc. ARGUS Enterprise 20 Quick Start Workstation Upgrade and Installation Guide 2. Change the Report Folder path from <CommonApplicationData>Argus Software\ARGUS Enterprise 9.5\Reports or whichever Report Folder path matches your version to <CommonApplicationData>Argus Software\ARGUS Enterprise 10.6\Reports, and click Next. 3. Click Next to continue. © 2015 ARGUS Software, Inc. ARGUS Enterprise 21 Quick Start Workstation Upgrade and Installation Guide 4. Click Finish to complete this process. 5. If any warnings or error messages appear, select Click here to fix and the system will fix the issue. © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Licensing 22 1. Start ARGUS Enterprise 10.6 Configuration tool from the ARGUS Software\ARGUS Enterprise 10.6 folder in the Start > All Programs menu, select Licensing, and click Add New License. 2. Enter the license details, and click Next. © 2015 ARGUS Software, Inc. ARGUS Enterprise 23 Quick Start Workstation Upgrade and Installation Guide 3. Accept the Software License Agreement by clicking I accept the terms of the license agreement, and click Next. 4. Select Check out my License over the Internet, and click Next. © 2015 ARGUS Software, Inc. ARGUS Enterprise 24 Quick Start Workstation Upgrade and Installation Guide 5. Click Finish to complete this process. 6. Select the license in the Local Machine area, and click Set Named Users. © 2015 ARGUS Software, Inc. ARGUS Enterprise 7. 25 Quick Start Workstation Upgrade and Installation Guide Change the User Name to the user account that will be using ARGUS Enterprise. Click OK to apply your changes. © 2015 ARGUS Software, Inc. ARGUS Enterprise Quick Start Workstation Upgrade and Installation Guide Summary Your Workstation installation of ARGUS Enterprise 10.6 is now complete. You may now remove the user from the Admin group if desired. 26 © 2015 ARGUS Software, Inc.