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Version 7.0Installation and Configuration

November 1, 2001

Table Of Contents

Section Subject Page #

1 Overview 1

2 Installation and Environment Considerations........................................................2

3 Performing the Relius Administration 7.0 Installation..........................................6

4 Installing the Oracle Client.................................................................................16

5 Installing MDAC, SQL Server 2000, and XML Parser.......................................19

6 Installing Crystal Reports 8.5..............................................................................21

7 Final Installation Steps........................................................................................ 22

8 Connecting to and Upgrading your Database......................................................25

9 Installing Service Packs......................................................................................28

10 Licensing the Workstation..................................................................................29

11 Configuring Crystal Reports 8.5.........................................................................30

12 Setting Up Additional Workstations...................................................................33

Appendix A System Requirements........................................................................34

Appendix B Reviewing Log Files.........................................................................35

Appendix C Windows Me Considerations (Multi-User Only)...............................36

1 Overview

This is a multi-purpose document, covering all types of installations. Please read the entire document before beginning. If you are unclear about this installation, please contact Support at 1-800-326-7235, option 3.

The installation of Relius Administration 7.0 involves the following basic procedures:

1) Read and understand this document. Section 2 (Installation and Environment Considerations) and Section 3 (Pre-Installation Procedures) apply to all users. You must carefully read and understand them before beginning.

2) Install Oracle (all multi-user systems and new single-user systems).

a. Install Oracle 8i, version 8.1.7R3 (for multi-user systems). All multi-user systems must have Oracle 8i installed on their database server (using Windows 2000 Server as the operating system) before running this installation. Relius Administration 7 will not run on an Oracle 7 database server. This is a separate installation and requires the appropriate media and documentation from Sungard Corbel. To obtain a customized Oracle 8i installation CD, please call Technology Support.

b. Install Personal Oracle System (if new single-user system). This is a separate installation and requires the appropriate media and documentation from Sungard Corbel.

3) Install Relius Administration 7.0 and all components.

4) Run upgrade scripts against database (if upgrading from Quantech 6.0).

5) Install Relius Administration 7.0 Service Pack(s), if applicable.

6) License each workstation.

7) Configure Crystal Reports 8.5.

8) Set up additional workstations (if necessary).

document.doc Relius Admin. 7.0 Installation and Configuration Page 1 of 37

2 Installation and Environment Considerations

2.1 Program File Location

Program files are installed to C:\Program Files\Relius\Admin. Sungard Corbel strongly recommends using the defaults. However, if system configurations require, you may use another local drive letter, using the same directory structure. Relius Administration cannot be installed to a network. You will need your 6-character client ID (ABC123 format) and the TCP/IP address of your database server (if applicable) before beginning.

2.2 Installation Methods

Relius Administration is only available on CD-ROM. A local CD-ROM drive is recommended and supported. Each workstation will require access to a local CD-ROM drive. Other methods of installing (network volumes, “push” or “ghost” technology, Z.E.N. Works, Zip Drives, etc.) are neither supported nor recommended.

If a remote, shared CD-ROM drive is used to install the software, it must be mapped with a drive letter assigned. Running the Relius Administration 7.0 SETUP.EXE from a CD-ROM accessed by browsing with Network Neighborhood will fail.

2.3 New Single-User Systems

New Single-User systems need to have the Personal Oracle database system installed and properly configured prior to beginning this install. See the Personal Oracle Installation Instructions and use the Personal Oracle Installation CD. The document and CD are sent separately from this installation. If you did not receive these materials, please contact your Sungard Corbel Sales Representative.

2.4 Software fixes via Internet

Fixes and support files are distributed via the web at ftp://ftp.sungardcorbel.com. Users must have Internet capability to receive these fixes. Visit our web site and click “subscribe” (http://www.sungardcorbel.com/support/subscribe.asp) to receive notification of new fixes by e-mail. Sungard Corbel does not send patches and updates through the mail, and we strongly urge all users to subscribe to this service. Updated documents can be obtained at ftp://ftp.sungardcorbel.com/administration/ra70/docs.

2.5 Level-One Systems

Level-One Systems of Relius Administration do not include Crystal Reports. The use of custom Crystal Reports is prohibited on Level-One Systems. However, in order to run Report Writer Reports provided, the Crystal Report Writer will still need to be installed.


ftp://ftp.sungardcorbel.com/administration/ra70/docs

http://www.sungardcorbel.com/support/subscribe.asp

ftp://ftp.sungardcorbel.com/

2.6 Virus Scanners

Some virus scanners are incompatible with the installation program. If these programs are active, they can interfere with successful installation. Symptoms include an error message stating that a file cannot be overwritten (such as RICHED20.DLL or RICHED32.DLL). Disable them by right clicking on the icons (in the system tray on the right side of the taskbar) and choosing Exit before starting the installer.

2.7 Windows NT Workstation/Windows 2000 Professional Considerations

Responsibility for support of problems and issues related to Relius Administration 7.0 running in a locked-down security configuration is that of the end user. Certain circumstances may require billing on a time and material basis. Sungard Corbel cannot guarantee that Relius Administration 7.0 will install or operate properly on any given locked-down security configuration. Relius Administration 7.0 is certified and supported only when run on the default Windows NT/2000 security settings.

The Windows NT/2000 Administrator (or a user with equivalent Administrator rights) must run the installation.

2.8 Unsupported Operating Systems

Windows 3.1, Windows 3.11, and Windows 95 are no longer supported. For a list of supported operating systems and configurations, see Appendix A. Operating systems must be installed to the local hard drive of each workstation. Diskless workstations and operating systems that run from the network are not supported.

2.9 Hardware and Software Requirements

All hardware requirements are specified in Appendix A of this document.

Windows 98, Windows Me, Windows NT 4.0 Workstation with Service Pack 6a or greater, or Windows 2000 Professional with Service Pack 2 or greater. (Windows 98 and Me systems should have the most recent patches and Y2K fixes installed. See http://www.microsoft.com/ for more information.) Windows NT 4.0 must have Internet Explorer 5.0 or greater installed.

Personal Oracle 7.3.4.0.0 database or Oracle Workgroup Server 8.1.7R3 pre-installed.

Appropriate printer driver (HP LaserJet III or greater).

TCP/IP Network Protocol for multi-user systems. TCP/IP must have a static IP address on the database server. SPX is no longer supported by Oracle; for that reason, SPX is no longer an option for a network protocol.

Minimum video resolution of 800 x 600 with 256 colors.

Workstations upgrading from Quantech 6.0 must be at Service Pack level 6 or later. The installation will abort if this Service Pack has not been installed.


http://www.microsoft.com/

2.10 Environment PATH Issues

The Oracle Installer places C:\ORACLE\ORA81 (Single-User systems use C:\ORAWIN95 or C:\ORANT) in the environment variable known as the “path” (substitute D: or E: for your local hard drive). This variable is required for Oracle to function. In Windows NT/2000, the path is set in the system’s registry. In Windows 98/Me, the path is set in AUTOEXEC.BAT. Several circumstances may cause Oracle to be missing from the path after re-booting:

The @ symbol in the path statement or more than one path statement in AUTOEXEC.BAT. Edit AUTOEXEC.BAT manually and combine all path statements, without using the @ symbol.

Network login script changing the path. Your Network Administrator will need to edit your login script to include C:\ORACLE\ORA81 (Single-User systems use C:\ORAWIN95 or C:\ORANT).

“Call” batch files changing the path. Manually edit the called path statement. Consider editing the called batch file to use the below example:

PATH=%PATH%;C:\MYPATH;C:\ORACLE\ORA81PATH=%PATH%;C:\MYPATH;C:\ORAWIN95 (or C:\ORANT)

Too many parameters in the path. Either remove redundant or unnecessary path statements from AUTOEXEC.BAT or change your environment space. In CONFIG.SYS, consider using the below line (adjusting the /E: switch accordingly):

SHELL=C:\COMMAND.COM C:\ /E:1024 /P

If Windows will not launch after installing Relius Administration 7.0, the path may need to include C:\, C:\WINDOWS, or C:\WINDOWS\SYSTEM. Edit AUTOEXEC.BAT manually. This is usually indicated by the below error message:

"Cannot find WIN.COM, unable to continue loading Windows"

2.11 Network Protocol

Oracle no longer supports the SPX protocol. TCP/IP is the only protocol supported by Sungard Corbel. The database server must have a static TCP/IP address. Workstations can have a TCP/IP address automatically assigned, but Sungard Corbel recommends static TCP/IP addresses on the workstation. For more information, please see visit http://www.microsoft.com/ntserver/techresources/commnet/TCPIP/TCPIntrowp.asp or see your network administrator. You will need to enter the TCP/IP address of the database server during the installation.


http://www.microsoft.com/ntserver/techresources/commnet/TCPIP/TCPIntrowp.asp

2.12 Windows Me Considerations

Users of Windows Millennium Edition (Windows Me) attaching to a multi-user Oracle 8i database need to read Appendix C before beginning.

2.13 Upgrade Order of Installation

Users upgrading from Multi-User Quantech 6.0 need to ensure that their database server has been successfully upgraded to Windows 2000 Server and Oracle 8i Release 8.1.7 prior to running this installation. The database upgrade scripts will fail if the database server is still at Oracle Server 7. The Oracle 8i Installation CD provided to you is customized according to your database server’s specifications, the Relius products for which you are licensed, and size of your client base. This CD can only be obtained through Relius Administration Technology Support.

Single-User systems need to ensure that Personal Oracle 7 is installed before running this upgrade. Currently, the only workable solution for Single-User systems is Personal Oracle 7. The database upgrade scripts will succeed when run against Personal Oracle 7 databases.

2.14 Novell GroupWise Considerations

Users of Novell GroupWise may encounter problems while running Relius Administration 7.0. Specifically, GroupWise and Oracle are not compatible and will generate many errors that appear to be phantom in nature, possibly causing your workstation to lock up. To avoid these problems while running Relius Administration from your workstation, Sungard Corbel suggests closing Novell GroupWise.


3 Performing the Relius Administration 7.0 Installation

Pre-installation Notes:

a) This installation is valid for Windows 98, Windows Me, Windows NT Workstation, and Windows 2000 Pro. All references to “Windows,” unless otherwise noted, are also valid for the above named operating systems.

b) Run Scandisk or CHKDSK to check the integrity of your hard drive and have any problems resolved before installing this release.

c) Be sure no screen saver will become active during the installation. Sungard Corbel discourages the use of screen savers whenever running Relius Administration or its Installer.

d) Relius Administration 7.0 installs many of its support files in the “System” directory, normally C:\WINDOWS\SYSTEM or C:\WINNT\SYSTEM.

e) The installation process takes approximately 1 to 2 hours to complete. The process of upgrading the database may take longer, depending on the amount of data in the database.

f) Review the Relius Administration 7.0 system requirements located in Appendix A. Do not proceed with the upgrade if your environment does not meet the minimum system requirements.

g) Review the accompanying Relius Administration 7.0 Contraindications List. Do not proceed with the upgrade if any of the conditions listed are true.

h.) Ensure you have a valid backup and database export of your system before beginning the upgrade. Before beginning, you must READ and AGREE TO the following:

In performing this upgrade procedure, I, the software end user or individual intending to perform the software update, understand, acknowledge, and agree that this upgrade program will make substantial necessary changes to my database to make it compatible with version 7.0. There is a potential for the changes not to occur correctly, due to a variety of factors, many of which are out of the control of Sungard Corbel.

I understand that valid, restorable database backups are vital in order to recover from a situation where, for whatever reason, the database modification fails to occur successfully. Restorable backups are necessary to ensure that I can restore my system to its present Quantech 6.0 state. I agree that Sungard


Corbel is not responsible for performing my data backup, nor is Sungard Corbel responsible for setting up, monitoring, or warranting proper operation, backup, or restorability of data from said backup system. I agree that I, the end user, and not Sungard Corbel, am fully responsible for the backup of data, for the integrity of backed-up data, and the restorability of backed-up data. I also agree that I am fully responsible for any consequences stemming from an inability to properly restore data, regardless of the reason or circumstance the restoration was made necessary originally, including software error or software fault attributable to the Sungard Corbel-provided software product or service.

I understand and agree to the above. Use of the password areyoubackedup? (one word, no spaces, include ? character, case sensitive) is required in order to extract the Relius Administration 7.0 database upgrade scripts, and my use of this password indicates my acceptance of the terms above. If I do not agree with the terms above, I will not perform this upgrade and will contact Sungard Corbel for assistance.

This message is not intended to alarm but rather to reinforce the importance of backing up Relius Administration plan data. If the upgrade is performed without valid backups AND something goes wrong during the upgrade process, there is potential to lose some or all of the Relius Administration plan data contained in the Oracle database.

3.1 Multi-User only: Ensure that your database server is Oracle 8i version 8.1.7 R3 on Windows 2000 Server.

3.2 Remove any icons or shortcuts from the StartUp folder. Additionally, programs that are set to launch when Windows is started can also be specified in C:\WINDOWS\WIN.INI. Please edit this file using Notepad. Temporarily remark the entries RUN= and LOAD= by placing a semi-colon (“;”) in front of the line (if programs are specified), then Save and Exit the WIN.INI file. Example of remark:

;RUN=EXAMPLE.EXE

3.3 Re-start the computer. Windows or other programs may have locked some files that need to be overwritten during the upgrade process.

3.4 Temporarily disable all virus protection.

3.5 If visible in your system tray (lower right corner by the clock), right click the SQL Server icon and choose Exit.


3.6 Insert the “Relius Administration 7.0” CD into your CD-ROM drive. After a brief graphic introduction, the Installation Menu should start automatically. Start by clicking Begin Complete Installation. You must run the “complete” installation the first time on each workstation. Clicking Install Individual Component will allow users to re-install programs that were corrupted, not installed during the main installation, or deleted. This is for troubleshooting purposes. For more information, please contact Technology Support.

3.7 If the Installation menu does not start, click Start, then Run and type D:\Setup in the command box, substituting D: with the drive letter of your CD-ROM drive, then click OK.

3.8 If your video resolution is less than 800 x 600, you will receive the message shown below. The installation can continue, but you will need to adjust your resolution before launching Relius Administration.


3.9 Older Operating Systems may need an upgraded Windows Installer before continuing. Click OK as prompted and do not interrupt the process. The system will re-boot when finished and resume the installation. Do not remove the CD from your CD-ROM drive.

3.10 If previously installed, the current version of MSDE will stop so it can be uninstalled.


3.11 If prompted, right click the SQL Server icon in your system tray (lower right corner by the clock) and choose Exit.

3.12 MSDE will finish the process of uninstalling. Do not interrupt the process.

3.13 The Relius Administration 7.0 Setup “Welcome” screen appears. Please note that all open programs need to be closed at this time. Click Next to continue.


3.14 The Select Installation Type screen appears. If your database is on an Oracle Database Server on your network, click Workstation. If your database is a Personal Oracle Database installed on a local hard drive, click Stand Alone.

Important note: You must choose the correct type of installation. If you choose Workstation when you meant to choose Stand Alone (or vice-versa), Relius Administration will not launch. The only solution is to uninstall and reinstall.

3.15 You will be prompted to enter your Client ID. Please type in your Client ID and click Next to continue.


3.16 The Choose Destination Location screen will appear. Sungard Corbel strongly recommends the default location, C:\Program Files\Relius\Admin. Click Next to continue.

3.17 The Select Program Folder screen will appear. Depending on the user, the icons may be placed in a folder other than the default, Relius. Keep the default or select the Program Folder in which you would like the icons to appear and click Next to continue. (For the convenience of many users, icons will also be copied to the main “start” menu and the desktop.)


3.18 If your workstation had Quantech 6.0 previously installed, the installation program will begin moving the old Quantech Program files to the new location. You will be prompted several times to confirm the deletion of files once they are moved. Click Yes or Yes to all, as appropriate, to confirm. New installations will not see these messages.


3.19 The installation will then copy and register the new Relius Administration 7.0 files.

3.20 You may encounter the message below or one stating a similar read-only file has been detected. This occurs as some report files were originally installed as read-only on the workstation. Check the “Don’t display…” option and click Yes to continue.

3.21 Once all Relius files have been copied and registered, Single-User systems upgrading from Quantech 6 will skip to Section 5. Multi-User systems will proceed to Step 3.22.


3.22 If Oracle 7 client was previously installed, you will see screens that are deleting the old client. Do not interrupt the process.

3.23 When finished, the installation will determine if your system needs the Oracle client software installed. It will begin installing automatically (continue with Section 4). If Oracle 8.1.7 is already installed, you will be prompted whether to install again. There is no need to re-install. Click No to continue (Section 5).


4 Installing the Oracle Client

4.1 If necessary, the Oracle Client installation will start automatically. There may be a slight delay between screens. Do not interrupt the process.

4.2 Enter the path of the “Destination,” which will default to the local drive with the largest amount of free space. Sungard Corbel requires C:\ORACLE\ORA81 if space is available (about 150 MB). Click Next when ready.

4.3 The Product List will then load. This may take several minutes. Do not interrupt.


4.4 A flood bar will appear at the top-right corner of the Oracle Universal Installer screen. This shows the progress of the installation program preparing to copy files. Do not interrupt this process or click any buttons.

4.5 Files will begin installing to your hard drive. This process takes several minutes to complete. Do not interrupt the process.


4.6 When the Oracle installation is complete, you will see one of the screens below – or one similar to it. If prompted, note that you need to re-boot the computer when the entire installation process is finished. The computer will not reboot at this time, and you should not reboot manually. The Relius Administration 7.0 installation is not yet complete. Click Exit. Proceed to Section 5. Do not re-boot at this time.

Win 98/Win Me Win NT/Win 2000


5 Installing MDAC, SQL Server 2000, and XML Parser

This Section covers the installation of several components provided by Microsoft. These components are necessary for Relius Administration to run properly. Do not skip or interrupt this Section.

5.1 Next, MDAC will install in the background. Do not interrupt this process, as it takes some time to finish.

5.2 Next, SQL Server 2000 will install in the background. The time it reports for completion can be misleading. Be patient and let it continue. Do not interrupt the process, as it takes some time to finish.


5.3 You may see the screen below for a few seconds. The Setup program for XML Parser is running. Do not interrupt.


6 Installing Crystal Reports 8.5

6.1 The Crystal Reports Installation will start automatically.

6.2 The Crystal Reports installation will run without user intervention. The time it reports for completion can be misleading. Do not interrupt.

6.3 After re-booting later in the installation, Crystal Reports will need to configure. This is normal. Do not interrupt the process. Until prompted to re-boot, do not re-boot manually. Continue with Section 7. The system will not re-boot at this time.


7 Final Installation Steps

7.1 Multi-User system installations will need to enter the TCP/IP address of the database server. If you are unsure of the TCP/IP address of your database server, see your Database Administrator or Network Administrator.

7.2 Multi-User system installations may see the screen below. This is for information only. Click OK to continue.


7.3 You will be prompted to keep the CD in the CD-ROM drive and re-boot the computer. Do not remove the CD. This is essential for Crystal Reports to complete its installation. If running the installation from a shared CD-ROM drive on the network, you must log in after rebooting to continue the installation.

Computers running Windows 2000 Professional will display the below message.

7.4 The final screen will look like the one below. Be sure “Yes, I want to restart my computer now” is chosen and click Finish.


7.5 Your workstation will shut down all applications and restart. Do not interrupt the process. Computers with Windows 2000 Professional will display the below message before restarting and may take up to 10 minutes before restarting. This is normal.

7.6 Once you log back on, the operating system will take several minutes to configure new settings before it is ready to run. Please be patient and do not interrupt the process or reboot. You may see the screen below. Crystal Reports is completing its configuration. Windows 2000 Professional workstations will log on and launch the operating system without interruption. This is normal.

7.7 After logging on, if action was taken in Step 3.1, restore the icons or shortcuts that were temporarily removed from the StartUp group or folder and remove the remark from the RUN= and LOAD= statements from WIN.INI.


8 Connecting to and Upgrading Your Database

Complete this Section if you are upgrading your Relius Administration 7.0 Database from Quantech 6.0. If you are installing Relius Administration 7.0 for the first time, or setting up additional workstations in a networked environment, please skip this Section and proceed to Section 9.

WARNING! This procedure is performed ONLY ONCE as it updates the database to Relius Administration 7.0. Do not repeat the procedure, regardless of errors.

WARNING! Do not perform this procedure if you have not performed a COMPLETE BACKUP AND DATABASE EXPORT.

8.1 For multi-user database systems, the upgrade scripts must be run directly from the Oracle database server. For single-user systems, the upgrade scripts must be run from each Relius Administration single-user workstation.

8.2 Make sure your Relius Administration Oracle database instance is up and running.

8.3 Ensure that Relius Administration is not open.

8.4 Open SQL*Plus (Start | Programs | Oracle – OraHome81 | Application Development | SQL Plus for Multi-Users, Start Programs | Oracle for Windows 95/NT | SQL Plus 3.3 for Single-Users). Sign on as SYSADM, with the password of SYSADM and the host string of QTO (for single-user systems) or QTDB (for multi-user systems).

Single-User Multi-User TCP/IP

8.5 The SQL> prompt will vary, depending on the database instance to which you are connected. For example, if you are connected to the QTDB instance and you are logged on as SYSADM, the prompt may read QTDB.SYSADM>.


8.6 You should see a program window like one of the examples below:

Single-User Multi-User TCP/IP

8.7 From the SQL> prompt, type SELECT * FROM SCRIPTLOG; <Enter> (be sure to include the semicolon).

The script log will indicate what scripts have been run against the database. The script names will disclose the most recent version and Service Pack level. Be certain you have run all Service Packs through Service Pack 6 (indicated by “SP6.0.06” entered in the script log).

Leave SQL*Plus open for now.

8.8 Perform this step ONLY IF you have not yet run the upgrade scripts. Insert the “Relius Administration 7.0” CD into the CD-ROM drive and click Start/Run and type D:\SCRIPTS\RA70SCPT.EXE (substituting D: with the drive letter of your CD-ROM drive), then click OK. The “Unzip to folder:” path will default to C:\QTSCRIPT (if the directory doesn’t exist, you may be prompted to create it). Click Unzip.


8.9 You will be prompted for a password. The password required to extract the files is in Section 3, item H (page 6). Click OK when prompted.

8.10 If not already running, open SQL*Plus. Sign on as SYSADM, with the password of SYSADM and the host string of QTO (Single-User) or QTDB (Multi-User).

8.11 At the SQL> prompt, type @C:\QTSCRIPT\70RUNALL <Enter>.

8.12 The script running process will begin and will take some time to run. Do not abort the process. It is normal to see periods of inactivity. DO NOT ABORT THE SCRIPT RUNNING PROCESS, as it will be necessary to restore your database from backup and re-run scripts if you do. The scripts will be finished when the cursor is flashing at the SQL> prompt. Close SQL*Plus. You may then proceed to the next step.

8.13 Review the log files that were generated. Previous upgrades detailed acceptable “ORA-” error messages. There should be no Oracle error messages generated by the RA7 upgrade. Do not proceed if you have error. Reviewing the log files generated is a vital element of the upgrade. If you fail to review the logs or report any errors to Support, some of your data may be corrupt, missing, or your database will not function properly. Sungard Corbel cannot guarantee data integrity if you begin running Relius Administration with a corrupt database, nor can Sungard Corbel guarantee recovery of missing data.


9 Installing Service Packs

The content and scope of Service Pack releases has been enhanced with Relius Administration 7.0. In addition to program files that have been traditionally distributed, scripts for modifying your Oracle database structure are now included. The Service Pack will detect if the scripts need to be run and will automatically execute them if necessary. As a system administrator, you should be aware that required changes are now being made to your database when applying the service pack for the first time. These modifications require that all users be out of the Relius Administration application and, depending upon content, may take considerable time to run. You should be certain that you have a current and restorable backup of your database before installing the Service Pack. The Service Pack must be applied to each workstation. Your database must be started to apply the Service Pack. If the database instance is not running, execution of the Service Pack should invoke the database instance to start. If your database does not automatically start, please start it manually by clicking Start | Programs | Relius | Administration | Start Database.

9.1 Service Pack 1 is placed in the \SP701 directory on the “Relius Administration 7.0” CD for your convenience. Check to see if a newer Service Pack is available at the Sungard Corbel FTP site at ftp://ftp.sungardcorbel.com/Administration/RA70/.

9.2 To install the Service Pack, double-click the file and follow the on-screen prompts. All users will need to be out of the databases when running the scripts that will update the database.

9.3 If running VRU databases, you will need to run the Service Packs from a workstation that can access the VRU databases. The Service Pack will automatically run the scripts against all three databases, one at a time. Participants and users will need to be disconnected from all applications, including VRU, Web, and CSR, while the scripts are being run.

9.4 When all the scripts are completely run, the Service Pack will install and register the updated program files. A text file will appear on your screen, describing the changes. For future reference, the file resides in C:\Program Files\Relius\Admin, and carries the same name as the Service Pack with a .TXT extension.


ftp://ftp.sungardcorbel.com/Administration/RA70/

10 Licensing the Workstation

10.1 If licensing was not installed, you will receive the message shown below. Start Relius Administration and sign on as the System Administrator (the default password is PNG).

10.2 From the main Menu, click Utilities | System Administration | Administrator Update.

10.3 Insert the “Relius Administration 7.0 Key Disk” into your 3.5” floppy disk drive (A: or B:).

10.4 From the System Administration menu, click Licensing | Install Licensing | A Drive (or B Drive).

10.5 Enter the six-character code as it appears on the “Licensing Setup Sheet.” This code is case sensitive. Enter the code exactly as shown.

10.6 If prompted, select whether you are licensing as a single-user workstation or a multi-user workstation. When the “Licensing Installed OK” message appears, click OK.

10.7 New users will need to create a “normal” user in the Relius Administration Database. The System Administrator cannot conduct plan administration. From within the System Administration window, click the second tab, System Users. Insert your information in the fields and click Add. For more information, press the <F1> key for help.

10.8 To verify proper licensing, you should exit Relius Administration and sign on as a normal user. You should have the following seven (7) menu options above the Toolbar: File, View, Data Entry, Processing, Reporting, Utilities, and Help. If you only see File, View, Utilities, and Help and you are logged on as a user (not System Administrator), you may have an invalid license. Attempt to sign on as a different user if possible. If the problem still occurs, please call Support at 1-800-326-7235, option 3.

10.9 You must repeat this process for every workstation.


11 Configuring Crystal Reports 8.5

11.1 Start Relius Administration and log on as a user other than System Administrator. Click Reporting | Crystal Report Designer. This process must be repeated at each workstation.

11.2 You will now be presented with the Crystal Reports Registration Wizard. Click Next. Choose the option, “I already have a registration number…” then enter the registration number 6089606239 and click “Finish.”

11.3 You should see the screen below. Click OK to continue.


11.4 When the “Welcome” screen appears, click Cancel. You can disable it in the future by removing the check from “Show welcome dialog at startup.”

11.5 From the main Crystal menu, click File | Log On/Off Server. The Data Explorer screen will appear. Expand the “tree” of options to ODBC, and then click on CROR7.


11.6 At the Logon to Oracle screen, type in the User Name of QT, the Password of QT, and ensure that the Server Name is QTO (single-user) or QTOT (multi-user TCP/IP). Click OK.

11.7 You should then see a list of tables within your Oracle database. If you do not, please call Support. Click Close.

11.8 You must repeat this process for every workstation.


12 Setting Up Additional Workstations

All workstations accessing Relius Administration 7.0 will need to be set up. Follow the instructions in this document to set up additional workstations. For Personal Oracle Databases, you will need to run the upgrade scripts against each database. For a multi-user Oracle database, do not re-run the scripts. For additional networked workstations, skip Section 8.

For Relius Administration to operate properly, all workstations must be running the same Service Pack. Updates to the Relius Administration 7.0 program files may include changes to the structure of your database. Download and install all updated Service Packs provided by Sungard Corbel to each workstation.

If the Service Pack levels of the workstation and database do not match, results may vary or Relius Administration may not work at all. To know the version and Service Pack level of a workstation, click Help | About from the main menu. The example below shows Relius Administration 7.0 with Service Pack 0.


Appendix A System Requirements

Relius Administration 7.0 WorkstationHardware Requirements

(For Multi-User Database Server Requirements, please call 1-800-326-7235.)

Although system requirements vary from client to client, the following is a list of basic requirements. Your requirements may change based on the number of participants accessing your Web Server, Internet connection speed, security, safety, etc.

Pentium III 500 or greater 128 MB RAM 4 GB Hard Drive Minimum SVGA Video Resolution of 800 x 600 with 256 colors Windows 98/Me/NT/2000 Pro Internet Explorer 5.0 or higher Windows Compatible Mouse

Free Disk Space: A minimum of 500 MB of free disk space on the drive where program files are to be located is recommended. Single-User systems require an additional 1 GB of free space on drive C:, D:, or E:.

Note: Windows Me (single-user and multi-user) and Windows 2000 Pro (multi-user only) are now supported with Relius Administration 7.0. Windows 95 is no longer supported.

Note: Windows must be installed on the local C: drive of the workstation. Operation of Relius Administration with Windows run from a local hard drive other than C: or run from a network drive is not supported. In all cases, Windows be run from C:\WINDOWS (or \WINNT).

Printers

Most Windows compatible laser printers will work. Sungard Corbel highly recommends the Hewlett Packard LaserJet Series III printers or newer. These printers are fully supported by Windows, Novell, and most all other software available on the market. For plans with large numbers of participants you will need to consider printer duty cycle, print speed, turnaround times, etc.


Appendix B Reviewing Log Files

Log files were created during the script running process. The logs must be checked manually for errors. Reviewing the log files generated is a vital element of the upgrade. If you fail to review the logs or report any errors to Support, some of your data may be corrupt, missing, or your database will not function properly. Sungard Corbel cannot guarantee data integrity if you begin running Relius Administration with a corrupt database, nor can Sungard Corbel guarantee recovery of missing data. Please perform the following steps:

B.1 Click Start | Find | Files or Folders. Search for files named RA*.LOG on the drive starting in C:\Oracle. Substitute C: for the drive where the Oracle system files reside.

B.2 In the “find” window, type ORA- in the “containing text” box . Next, select the “Date Modified” tab and click the “In the Previous (1) day” radio button. Click “Find Now.”

B.3 You will receive a list of all the logs that contain ORA- errors created today. Open the first file by double clicking on it. Associate the file with Notepad or WordPad, if needed.

B.4 Once the file is open, search for the string ORA-. Any error must be reported to Support before you begin running Relius Administration 7.0.

B.5 It is important to note that the scripts be run only once. Damage to your schema and your data may occur if the scripts are run again without the supervision of Support. Please call Support if you have any questions or concerns about the script running process.


Appendix C Windows Me Considerations (Multi-User Only)

Users of Windows Millennium Edition (Windows Me) need to consider several factors when installing and running Relius Administration 7.0.

Windows Me is primarily used for home computer systems. It is a multimedia, internet-ready operating system that does not necessarily give users complete business-ready operating power. Because of this, certain adjustments need to be made to a system after Relius Administration has been installed.

Windows Me has built-in protection software that enables users to recover from faulty installations, inadvertent or mistaken changes to configurations, and outdated files that are incompatible with the most recent operating system software. If upgrading from Quantech 6.0 multi-user, the Windows “protection” system does not allow the Relius Administration installer to remove C:\ORAWIN95 from the path. You must manually edit this. If a multi-user system, follow the below guidelines to remove this variable from your environment after installing Relius Administration 7.0. Single-User systems running Personal Oracle 7 (standalone) will not need to be edited.

Click Start | Programs | Accessories | System Tools | System Information. The “Help and Support” screen will appear. This screen may take a while to refresh.

Click Tools | System Configuration Utility. Click OK if you receive the message below.


At the System Configuration Utility screen, click the “Environment” tab and double click “Path.”

Manually edit the “Variable Value” by removing C:\ORAWIN95, if it exists. Click OK when finished.

You will be prompted to re-boot. Click Yes. The system should restart shortly.


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