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Resource andInstallation Guide

Timberline OfficeAccounting and Management Products 8.3.2 CD

Estimating Products 6.7.2 CD

NOTICEThis document and the Timberline software may be used only in accordance with the accompanying Timberline End User License Agreement. You may not use, copy, modify, or transfer the Timberline software or this documentation except as expressly provided in the license agreement.

TIMBERLINE is a registered Mark of Timberline Software Corporation. All other trademarks are the property of their respective holders.

Visit our Web site at www.timberline.com, or call 1-800-330-7163 to learn about training classes that are added throughout the year.

© 2001–2003 by Timberline Software Corporation. All rights reserved. Copyright includes accompanying software and screens generated by the software.

12/03 Document Number: 0001.7 (TCTV#02)

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ContentsResource and Installation Guide

Section 1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Conventions Used in This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Section 2Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Supported Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Tested Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Section 3Information to Review Before You Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Pervasive Database Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19Novell NetWare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21Windows NT Server 4.0, Windows 2000 Server/Advanced Server, and Windows Server 2003 Standard Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24Terminal Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25Windows NT Workstation 4.0, Windows 2000 Professional, and Windows XP Professional . . . . . . . . .27Windows 98 SE and Windows Me . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

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Resource and Installation Guide

Contents

Section 4Accounting and Management Products Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33A. Prepare to Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34B. Install to a Stand-Alone Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35C. Install to a Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37D. After You Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Section 5Estimating Products Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48A. Prepare to Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49B. Install to a Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50C. Install to a Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53D. Set Up Stand-Alone License Security Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58E. Set Up License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59F. After You Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

Section 6Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64Novell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69IPX/SPX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Appendix APrerequisite Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Prerequisite Software by Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

Appendix BPrinters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

Printer Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79Laser Printers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81Dot Matrix Printers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Appendix CSystem Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85

How to Start System Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85System Verification Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87

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Contents

Appendix ENetworks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Wide Area Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91Local Area Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93Network Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94

Appendix DTerminal Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96

Definition of a Terminal Server Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96Terminal Server Network Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97Supported Terminal Server Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98Crystal Reports Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98

Appendix FTimberline’s Software Support Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99

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Section 1Overview

This guide provides detailed information about Timberline product installations. Before you install, follow this guide’s recommendations to ensure compatibility between Timberline products and your hardware and software. After you install, refer to this guide if you experience system errors related to Timberline products.

Conventions Used in This Guide■ Information you type into the software is underlined, as in the example below:

Type Miscellaneous in the Amount Type field.

■ Hypertext links are blue and underlined.

■ Names of keys are shown in capitals; for example, ENTER, TAB. A plus sign (+) between two key names (for example, SHIFT + TAB) indicates that you should press the first key and hold it down while you press the second key.

■ The names of screens, windows, fields, and other features displayed by the software are shown in bold type.

■ The names of buttons you can click with your mouse are enclosed in brackets; for example, [OK], [Post].

NOTE: This symbol draws your attention to information of particular interest, such as tips about using a helpful feature of the software.

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Overview

Section 1

WARNING: This symbol draws your attention to information that is important because it can help you avoid a costly or time-consuming error.

The contents of this guide are subject to change without notice. For the latest information about your Timberline products, go to www.timberline.com.

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Section 2Requirements

Compatibility

The following CDs are compatible:

■ Accounting and Management Products 8.3.2 CD

■ Estimating Products 6.7.2 CD

■ Forecasting and Valuation Products 2003 CD

■ Residential Management Application 8.0.0–8.3.0 CDs

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Requirements

Section 2

System Requirements

Servers

1Currently, all Timberline Office applications except License Manager support only the Standard Edition of Windows Server 2003. License Manager does not support any editions of Windows Server 2003.Residential Management supports Windows 2000 Server/Advanced Server (with or without terminal services), Windows XP Professional, and Windows 2000 Professional.Database Editor supports Windows Server 2003 Standard Edition (without terminal services), Windows 2000 Server/Advanced Server (without terminal services), Windows XP Professional, and Windows 2000 Professional.

2The hard disk space requirement does not include Residential Management. If you use Residential Management, add 580 MB. If you install only estimating products, allocate 60 MB for the Pervasive database engine plus additional space for databases. Upgraders: The installation creates a backup of your Pervasive database engine instead of overwriting it. This backup adds 60 MB to the total hard disk space requirement.

3Check with your Novell representative for proper configuration.

Operating Systems: Server1Processor Speed Memory Hard Disk Space2

Peer Networks (5 computers or fewer): Microsoft® Windows® 98 SE, Windows Me, Windows NT® Workstation 4.0 with Service Pack 6a, Windows 2000 Professional, and Windows XP Professional

500 megahertz (MHz)

256 megabytes (MB)

400 MB plus 30 MB per application installed on the server

Novell® NetWare® 4.2 and 5.1 300 MHz 256 MB3 400 MB plus 30 MB per application installed on the server

Windows Server 2003 Standard Edition with terminal services

500 MHz 512 MB4 400 MB plus 30 MB per application installed on the server.

Windows Server 2003 Standard Edition

500 MHz 256 MB 400 MB plus 30 MB per application installed on the server

Windows 2000 Server/Advanced Server with terminal services

500 MHz 512 MB4 400 MB plus 30 MB per application installed on the server.

Windows 2000 Server/Advanced Server


Windows NT Server 4.0 with Service Pack 6a


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Requirements

Section 2

4You may need additional RAM if you have more than a few remote operators.

Workstations on a Network

1Database Editor and Residential Management support Windows 2000 Professional or Windows XP Professional.

2The hard disk space requirement is for a full installation of Timberline Office applications on a network workstation. If you install only estimating products, allocate 220 MB. Upgraders: The installation creates a backup of your Pervasive database engine instead of overwriting it. This backup adds 60 MB to the total hard disk space requirement.

Stand-Alone Workstations

1Database Editor and Residential Management support Windows 2000 Professional or Windows XP Professional.

2The hard disk space requirement is for a full installation of Timberline Office applications on a stand-alone workstation. If you install only estimating products, allocate 220 MB.

Operating Systems: Workstation1

Processor Speed Memory Hard Disk Space2

Windows 98 SE 350 MHz 64 MB 295 MB

Windows Me 350 MHz 64 MB 295 MB

Windows NT Workstation 4.0 with Service Pack 6a

350 MHz 128 MB 295 MB

Windows 2000 Professional 500 MHz 256 MB 295 MB

Windows XP Professional 500 MHz 256 MB 295 MB

Operating Systems: Workstation1

Processor Speed Memory Hard Disk Space2

Windows 98 SE 350 MHz 64 MB 720 MB

Windows Me 350 MHz 64 MB 720 MB

Windows NT Workstation 4.0 with Service Pack 6a

350 MHz 128 MB 720 MB

Windows 2000 Professional 500 MHz 256 MB 720 MB

Windows XP Professional 500 MHz 256 MB 720 MB

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Requirements

Section 2

Upgraders: The installation creates a backup of your Pervasive database engine instead of overwriting it. This backup adds 60 MB to the total hard disk space requirement.

Other Requirements

■ SVGA monitor (800 by 600 pixels, 1024 x 768 pixels recommended for Project Management and Database Editor.)

■ CD-ROM drive

■ Crystal Reports® Professional 8.5 or Timberline’s Crystal Reports (Required to modify or create Crystal Reports designs.)

■ Network Interface Card (Intel® or 3Com® brands recommended.)

■ Sound Card (Sound Blaster® compatible.)

■ Microsoft Internet Explorer (Version 6.0 with Service Pack 1.)

■ Microsoft Outlook® (Required to use e-mail features.)

■ WinFax® Pro (Version 10.0 or 10.01. Required to send faxes in applications with this feature.)

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Requirements

Section 2

Peripheral Requirements for Estimating Products

Digitizers

■ 32-bit WinTAB digitizer driver software (supplied by your digitizer manufacturer)

■ Digitizing tablet connected to RS-232 serial port configured as COM1 or COM2

Palm Applications

1If you use Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional, log on as the administrator (not as an operator with administration rights) before you install Palm Desktop.

WARNING: Do not install Mobile Purchasing or Mobile Inventory to a device that uses Palm OS 5.0 or later. If you do this, the installation will fail, and your Palm device will likely require a hard reset. A hard reset erases your data and settings. Timberline will notify you as soon as Mobile Purchasing and Mobile Inventory are compatible with Palm OS 5.x.

NOTE: Timberline does not support Mobile Estimating with Palm OS 5.x because Mobile Estimating has not yet been tested with Palm OS 5.x.

Product Supported Palm OS® Supported Palm Desktop1 RAM

Mobile Estimating 4.0 or 4.1 4.01 or 4.1 2 MB

Mobile Purchasing 3.1–3.5.3, 4.0, or 4.1 4.01 or 4.1 8 MB

Mobile Inventory 3.1–3.5.3, 4.0, or 4.1 4.01 or 4.1 8 MB

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Requirements

Section 2

Sentinel Protection Device

Sentinel System drivers provide a communication path between estimating products and the Sentinel protection device. To install a Sentinel system driver, open the file D:\AdditionalInstalls\SentinelDrivers\RainbowSSD5.39.2.exe (D:\ represents your CD-ROM drive). Or, download the driver from www.pericosecurity.com, and then install it.

Supported Protocols

TCP/IP (Transmission Control Protocol/Internet Protocol. Novell 5.x and Microsoft Server default to this protocol.)

IPX/SPX (Internetwork Packet Exchange/Sequenced Packet Exchange. Novell protocol that is the standard in Netware 4.x.)

RDP 5 (Remote Display Protocol. Microsoft remote protocol, which is used in its remote connection applications.)

ICA (Independent Computing Architecture. Citrix remote protocol, which is used in its remote connection application.)

Device Driver Required?

Protection Device Windows 98 SE Windows Me Windows NTWindows 2000, Windows Server 2003, and Windows XP

SentinelSuperPro (parallel port)

No No Yes Yes

SentinelPro (parallel port)

No No Yes Yes

SentinelSuperPro USB

Yes Yes Not supported

Yes

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Requirements

Section 2

Tested Software

The following tables list the primary software that Timberline’s quality assurance department tests with Timberline Office applications.

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Requirements

Section 2

Servers

Workstations

Other

Operating Systems: Server Operating System Patch Other

Novell NetWare 4.2 Service Pack 9

Novell NetWare 5.1 Service Pack 5

Windows Server 2003 Standard Edition with and without terminal services

Windows 2000 Server with and without terminal services, Windows 2000 Advanced Server with and without terminal services

Service Pack 4 Microsoft DirectX® 9.0, Microsoft Windows Installer 2.0

Windows NT Server 4.0 Service Pack 6a Microsoft Windows Installer 2.0

Operating Systems: Workstations Operating System Patch Other

Windows 98 SE Service Pack 1, Windows 98 system update, Windows 98 Y2K patches 1 and 2

Microsoft DirectX 9.0, Microsoft Windows Installer 2.0

Windows Me Microsoft DirectX 9.0, Microsoft Windows Installer 2.0

Windows NT Workstation 4.0 Service Pack 6a Microsoft Windows Installer 2.0

Windows 2000 Professional Service Pack 4 Microsoft DirectX 9.0, Microsoft Windows Installer 2.0

Windows XP Professional Service Pack 1a Microsoft DirectX 9.0

Other Patch

Novell NetWare Client 3.32 for Windows 98 and Windows Me Service Pack 1

Novell NetWare Client 4.83 for Windows NT, Windows 2000, and Windows XP

Service Pack 1

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Requirements

Section 2

Internet Explorer 6.0 Service Pack 1

Microsoft .NET Framework As installed with the Timberline Office CD

Microsoft Data Access Components (MDAC) As installed with the Timberline Office CD

Microsoft Office XP (also known as Office 2002) Service Pack 2

Other Patch

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Section 3Information to Review Before You Install

General

Develop a Plan to Back Up Files

Timberline strongly recommends that you use third-party software to automatically back up all Timberline data files to external media on a regular basis.

Consider the following as you develop your backup plan:

■ You must close all Timberline applications before you back up files (unless you use open file management software, which allows backups of files that are in use).

■ You must back up all Timberline data at the same time. This is because Timberline applications transfer data between many files. When you back up all files at the same time, you maintain critically important relationships between files.

■ Carefully review where you store application data, and be sure to back up all data, even if it is outside default folders. For most accounting and management applications, you can see a list of folders that are outside the current data folder. In TS-Main, select File > Data Folder Settings > File Locations, and review entries in the Data Folder column.

■ Use third-party backup software for all backups. If you need an immediate backup and your third-party backup software is not available, you can temporarily use Timberline’s File Tools utility, but be sure to see “Show File Extensions To Ensure Proper File Tools

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Information to Review Before You Install

Section 3

Operations” on page 13 and “Follow Special File Tools Instructions for Inventory, Purchasing, and Service Management” on page 14.

■ Store backup media in a secure location outside your building.

■ Test backups by restoring them to test folders. These tests are important because backup media may have a limited life, backup devices may malfunction, and you may have incorrect software settings in your backup software.

WARNING: When you test a backup, be very careful to keep the restored data separate from your other data.

Show File Extensions To Ensure Proper File Tools Operations

In Windows Explorer, you must show file extensions for known file types in order for File Tools to work properly. If you hide file extensions for known file types, File Tools does not recognize the files with hidden extensions. This results in an incomplete File Tools operation, such as an incomplete backup. You cannot rely on File Tools when you hide file extensions.

To show file extensions for known file types, follow these steps:

1 Start Windows Explorer.

2 From the Tools menu, select Folder Options.

3 In the Folder Options window, click the View tab.

4 In the Advanced settings group box, clear the Hide file extensions for known file types check box.

You must show file extensions on all workstations and servers that use File Tools.

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Section 3

Follow Special File Tools Instructions for Inventory, Purchasing, and Service Management

Please follow these instructions when you use File Tools with Inventory, Purchasing, and Service Management.

■ To perform file tools operations on Inventory or Purchasing files, be sure to start File Tools from Inventory or Purchasing. These applications use a different version of File Tools from the one in TS-Main.

■ To perform File Tools operations on Service Management files, start File Tools from TS-Main or another accounting application. You cannot start File Tools from Service Management.

■ Your Service Management data may be in a subfolder of one of Timberline's data folders. In a File Tools window that has a Select Files box, be sure to browse to your service management data folder, double-click the folder, and then select files.

Use High Quality Antivirus Software

Maintain the effectiveness of this software by regularly downloading the latest antivirus data files.

Do Not Actively Scan Pervasive Program Files, Timberline Program Files, and Timberline Data Files for Viruses

This type of scanning causes poor performance and aborts. The default folders for these files are:

■ Pervasive: C:\Pvsw.

■ Timberline program files: C:\Program Files\Timberline Office.

■ Timberline data files: C:\Program Files\Timberline Office.

Important: Be sure to scan these files at a time when they are not in use (for example, schedule a daily scan at 3:00 a.m.).

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Section 3

Use High Quality Hardware

Timberline’s powerful database software requires high quality hardware. Make sure all hardware is on your operating system’s hardware compatibility list and that your server is expressly designed to be a server.

If you report a problem that Timberline’s Software Support cannot reproduce on an authorized network, Software Support cannot fully investigate the problem.

Use Updated Device Drivers

Obtain updated device drivers from your hardware manufacturers’ Web sites. Be sure to update drivers for video and network cards, SCSI controllers, CD-ROM drives, and printers. Many device drivers shipped with your operating system have since been updated.

Use Timberline System Verification

Use the Timberline System Verification utility on your workstations. This utility identifies settings and other issues that may conflict with the operation of Timberline applications. For more information, see “System Verification” on page 85.

Do Not Use a Windows Server as a Workstation

When you use a server as a workstation, the server diverts its processing power for workstation tasks. Also, the server becomes vulnerable to operator errors. These factors may lead to a network crash because problems with the server can affect the network. Timberline does not support using a server as a workstation.

Do Not Use Complex Screen Savers on Workstations

In particular, avoid using Open Graphics Library (OpenGL) screen savers, such as 3D Pipes, which can significantly degrade performance and can cause system aborts leading to data corruption.

Eliminate Unnecessary Programs That Execute From the Windows Startup Folder

This conserves workstation resources.

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Section 3

Use High-Performance, High-Quality Network Cards That Match the PC Bus

Do not use ISA cards in computers that have a PCI bus. This could cause data corruption.

If You Use Bus Mastering Network Cards, Verify That Your System Board Fully Supports Bus Mastering

If you experience problems on a machine that uses bus mastering cards, you may need to update your BIOS or your may have a hardware compatibility problem. If necessary, disable bus mastering under Windows operating systems.

Ensure That the Winsock.dll and Wsock32.dll Files on Your Workstation are From Microsoft

In Windows Explorer, browse to the Windows\System folder. Locate the files, right-click, and select Properties. Click the Version tab and review the name in the Value window. If Microsoft did not create either of these files, ask your network administrator to replace them with drivers produced by Microsoft.

Uninstall ZipMagic® Software Before You Install Timberline Applications

When ZipMagic file compression software is present, the Timberline installation either fails to initialize or aborts. A typical error message refers to a problem accessing a *.zip file. To avoid this problem, uninstall ZipMagic before you install Timberline applications. You may reinstall ZipMagic after you install Timberline applications.

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Section 3

Verify That You Have a Printer Set Up

You must set up a Windows-compatible printer before you can use Timberline Office. To see a list of your installed printers:

1 Click [Start] > Settings > Printers.

2 Look for a printer to use as your default Timberline printer. If no printer exists, you must set up a printer.

If you need to set up a printer, follow these steps:


2 Double-click the Add Printer icon.

3 Follow the instructions as they appear in the Add Printer Wizard.

Do Not Use the PCL 6 Printer Driver

If you use a laser printer, use the PCL 5e driver instead of the PCL 6 driver. For more information, see “Do Not Use the PCL 6 Driver” on page 81.

Configure License Manager Software and Protection Devices Properly for Network Use (Only Estimating Products)

If you use License Manager and the associate protection device on your server, do not attach protection devices to your workstations.

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Section 3

If Necessary, Fix The Data Folder Type

After you upgrade your accounting and management product data files, when you attempt to open Accounts Payable, Accounts Receivable, Address Book, or Job Cost, an error message may not allow you to continue.

If this occurs, in TS-Main, click Help > About TS-Main > [Additional Information].

In the top section of the Additional Information window, the Folder Type should be Enterprise. If the Folder Type is INVALID, follow this procedure:

1 Insert the Accounting and Project Management Products 8.x.x CD into your CD drive.

2 When the Accounting and Project Management window opens, click [Browse CD].

3 Browse to the folder Main\Tools\FixTools.

4 Double-click FixDataFolderType.exe.The Fix Data Folder Type window opens.

5 Click [Browse] and select your Timberline Office data folder (for example, ProgramFiles\Timberline Office\Accounting\<your data>).

6 In the Open window, select Ts.ctl and click [Open].

7 In the Fix Data Folder Type window, click [Fix] if the button is available. If the [Fix] button is not available, click [Exit].

8 Repeat this process for each of your Timberline Office data folders.

Your applications will now open normally.

Use Timberline’s Knowledgebase

If you do not find the answer to your question in this document, search Timberline’s online knowledgebase. To use the knowledgebase, follow these steps:

1 Open www.timberline.com and click Client Login.

2 In the next window, on the left, click Knowledgebase.

3 In the next window, type your client identification number in the Client Identification field; then click Login.

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Pervasive Database Engine

WARNING: If you upgrade to Novell NetWare 5.1, the upgrade replaces Timberline’s Pervasive service pack with an older service pack. If this happens, reinstall Timberline’s Pervasive database engine. This does not harm NetWare 5.1. For more information, see “Pervasive.SQL 2000i Database Engine With Service Pack 4” on page 78.

WARNING: Novell NetWare 4.2 and later load a Pervasive.SQL 2000i database engine that is similar to Timberline's. During installation, Timberline may modify the Autoexec.ncf file to ensure that its server database engine loads properly. If such a modification occurs, Timberline notes the changes in the Autoexec.ncf file and creates a backup called Autoexec.ts. A message appears that notes this modification and lists the location of the backup file. In addition, the Autoexec.ncf file lists modifications.

Resolve Incompatibility Between Btrieve Versions Earlier Than 6.15 and the Pervasive.SQL 2000i Database Engine

If you use a version of Btrieve earlier than 6.15, install Timberline applications on a separate server or upgrade Btrieve.

Peachtree versions up to and including 7.x are incompatible with Timberline applications. Peachtree 8 is compatible with Timberline applications but, due to a conflict between database engines, requires the following workaround. Even with the workaround, Peachtree 8 cannot run at the same time as Timberline applications.

1 Move the following files into the \Peachw directory on your workstation. These files are probably in the \Windows\System directory.

Wbtr32.exeW32mkde.exeW32mkrc.dllWbtrvres.dllWbtrthnk.dllWbtrlocl.dllWbt32res.dllWbtrcall.dll (file size = 43,472 bytes)Wbtrv32.dll (file size = 68,096 bytes)

2 Restart. You can now use Timberline applications and Peachtree 8, though not simultaneously.

NOTE: If these steps are not successful, please call Timberline’s Software Support or Peachtree support.

An icon appears in the system tray when Timberline’s Pervasive.SQL 2000i database engine is running. After you exit a Timberline application, make sure this icon disappears before you start Peachtree 8. Peachtree’s Btrieve 6.15 workstation database engine requires

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30 seconds to unload from memory. After you close Peachtree 8, wait at least 30 seconds before you start a Timberline application.

Ensure That the Pervasive Database Engine and Timberline Data Files Are on the Same Computer

Verify that you have a Pvsw folder on the same computer as your Timberline data files. If you have a Pvsw folder, you probably have the Pervasive database engine.

If Other Applications Use the Pervasive Database Engine, Remove Extra Copies of Wbtrcall.dll

After you install Timberline applications, search all local and mapped drives for Wbtrcall.dll. If you locate this file anywhere other than in the C:\Pvsw\Bin folder, rename the file (for example, rename it Wbtrcall_dll.old).

Do Not Use the SUBST Command (only Windows)

This command is usually in Autoexec.bat or the startup folder. Use of the SUBST (substitute) command may cause Pervasive status code 11 or 116 errors.

Do Not Exclusively Use the NetBEUI Network Protocol

Timberline does not support the NetBEUI network protocol. If NetBEUI is your only network protocol, you must install TCP/IP before you install Timberline applications. If no applications require the NetBEUI protocol, consult with a network technician about removing it.

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Novell NetWare

Enable Long File Name Support

Make sure that your Novell NetWare server supports long filenames before you install Timberline applications. Long filename (LFN) support is not automatically installed on NetWare 4.2.

To check whether you have LFN support, first try to create an eight-character folder name on your server to test whether you have the rights to create a folder. If you can do this, try to create a folder name with more than eight characters on the same drive and location. If you receive an error, do not attempt to install your software. If necessary, contact your NetWare technician to install LFN support.

Ensure That You Have at Least the Minimum NetWare Folder Rights

The minimum NetWare rights to program and data folders are Read, Write, Create, FileScan, Modify, and Erase (RWCFME).

Respond to the Turbodis.nlm Error Message Correctly

During the installation of accounting and management products, operators of NetWare 4.2 may receive an error message such as Cannot copy D:\Prerequisites\Updates\Pervasive\NW\Turbofat\42\Turbodis.nlm to C:\Nwserver\Turbodis.nlm (D:\ represents your CD-ROM drive and C:\ represents the MS-DOS partition on your Novell server.

The following steps provide a workaround for this error. If you have difficulty implementing this workaround, contact your network administrator. You need a 3.5" floppy disk and your accounting and management products CD.

1 Copy the file D:\Prerequisites\Updates\Pervasive\NW\Turbofat\42\Turbodis.nlm to the floppy disk.

2 At the Novell server, type down. This should take you to a command prompt.

3 Type exit. This should take you to a command prompt at the C:\Nwserver directory.

4 Copy the Turbodis.nlm file from your floppy to the C:\Nwserver directory.

5 Type edit Startup.ncf at the command prompt.

6 At the top of this file, type pmload C:\Nwserver\Turbodis.nlm.

7 Save and close the file.

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8 At the C:\Nwserver command prompt, type server.

9 After the server restarts, press CTRL+ESC and select option 1, system console. Type Pmload C:\Nwserver\Turbodis.nlm and press ENTER. The server returns the message Patch Turbodis.nlm is already loaded.

10 Use accounting and management products to confirm basic functionality. For example, in Accounts Payable, enter and post an invoice. Then open an invoices by batch report and confirm that the invoice is there.

NOTE: If you re-install your software, the Turbodis error message reappears because the installation cannot write Turbodis.nlm to the MS-DOS partition. Ignore this message. You already resolved the problem by manually adding the needed file. To confirm the presence of the needed file, repeat steps 8 and 9.

Use Novell’s Client Software

You must use Novell’s Client connectivity software (with all associated patches) on your Windows workstations. Do not use a NetWare client created by Microsoft. Please follow these steps to determine whether you have a Novell NetWare client installed:

■ Windows NT Workstation 4.0: log on as an administrator. Click [Start] > Settings > Control Panel. Double-click Network. On the Services tab, look for Novell Client for Windows NT.

■ Windows 2000 Professional: Click [Start] > Settings > Network and Dial-up Connections. Double-click Local Area Connection. Click [Properties] and look for Novell Client for Windows 2000 with a check mark next to it.

■ Windows XP Professional: From Control Panel, double-click Network Connections; then double-click Local Area Connection. Click [Properties] and look for Novell Client for Windows XP.

If you do not properly install Novell Client software on every Timberline workstation, data corruption, lockups, and other serious problems may result.

Timberline does not guarantee the reliability or performance of any version of Novell's workstation connectivity software. Timberline is not liable for damages, loss, or costs incurred as a result of problems with third party products, including Novell products.

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Verify That You Have the Correct Novell Client Properties

1 Right-click the Novell N icon in the system tray.

2 Select Novell Client Properties; then click the Advanced Settings tab.

3 If you use Windows NT 4.0, Windows 2000, or Windows XP Professional, make sure that File Caching Off is selected. If you use Windows 98 SE or Windows Me, make sure that Cache Writes and Opportunistic Locking Off is selected.

File caching, cache writes, and opportunistic locking can interfere with the ability to open and close database files properly.

Do Not Make Data Files Sharable or Transactional

Make sure all Timberline data files are nonshareable read-write. Sharable files may cause data integrity problems.

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Windows NT Server 4.0, Windows 2000 Server/Advanced Server, and Windows Server 2003 Standard Edition

Give Operators Full Control Access Rights to All Folders That Contain Timberline Data or Program Files

If you use Windows Server 2003, please note that some default security settings are different than those found in Windows NT Server 4.0 and Windows 2000 Server/Advanced Server:

■ When you create a new share for a folder, Windows Server 2003 gives operators read access instead of full control access.

■ Windows Server 2003 gives Power Users change and read access to only the Program Files folder. Windows NT Server 4.0 and Windows 2000 Server/Advanced Server give Power Users change and read access to all folders.

Give the Local System User Full Control Access Rights to Pervasive and Timberline Folders

The system user is an internal user that all Windows NT 4.0, Windows 2000, and Windows Server 2003 services use for access rights. Because the Pervasive database engine runs as a service and not as an application, it must inherit rights from the system user account. To avoid Pervasive status code 46 and 94 errors, be sure to give the system user full control access rights to the Pervasive program folder, Timberline data folders, and Timberline program folders.

If You Install Estimating Products on a Server That Uses Windows Server 2003 Standard Edition, You Must Log On as an Administrator When You Use Estimating Products

This ensures that Estimating has proper access to the Windows registry.

Do Not Use NTFS File Compression on Timberline Data or Program Files

NTFS file compression severely degrades performance.

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Terminal Services

If You Install Estimating Products on a Terminal Server That Uses Windows Server 2003 Standard Edition, You Must Log On to the Terminal Server as an Administrator When You Use Estimating Products

This ensures that Estimating has proper access to the Windows registry.

Use an Appropriate Page File Size

Usually, a page file size approximately 2.5 times larger than the terminal server’s RAM works very well. For example, if your terminal server has 512 MB of RAM, the page file size should be 1.25 GB (this is the default for a new terminal server installation).

Install a Terminal Server as a Member Server, Not as a Domain Controller

As a member server, the terminal server can dedicate its resources to client applications rather than to domain authentication.

Make Sure That the Terminal Server Uses the NTFS File System

NTFS provides a much more secure environment.

Recommendation to Operators of MetaFrame: Install MetaFrame Immediately After You Install Your Terminal Services Operating System

If the drive letters of your remote machine are the same as the terminal server’s, MetaFrame temporarily reassigns your drive letters to something else. This reassignment invalidates shortcuts on your local machine.

To avoid this, permanently reassign drive letters on the terminal server during the MetaFrame installation. Change the drive letters to something less common (for example, change a “C” drive to an “M” drive) so that the terminal server and remote workstations do not have identical drive letters. You should make these terminal server drive reassignments immediately after you install your terminal services operating system. This allows all subsequent programs to install to the renamed drives.

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Configure Terminal Services to Maintain an Operator’s Session During Connection Breaks

To set up this aspect of Terminal Services, use Terminal Service’s Connection Configuration application.

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Windows NT Workstation 4.0, Windows 2000 Professional, and Windows XP Professional

Log On as a Power User or Administrator

You must be a power user or administrator to use Timberline applications. This is because you must be able to create or modify files in your X:\WinNT and X:\Windows folders (X:\ is the drive to which you installed Timberline applications).

Do Not Use Fast User Switching (only Windows XP Professional)

Timberline does not support fast user switching.

Reinstall the Full Version of Internet Explorer 6.0 Service Pack 1 if Report Manager Does Not Start

If you cannot start the estimating products Report Manager or if you receive an error message titled ReportManager.exe - Entry Point Not Found when you try to start Report Manager, download and reinstall the full version of Internet Explorer Service Pack 1 from http://www.microsoft.com/windows/ie/default.asp.

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Windows 98 SE and Windows Me

If You Use ePlan Takeoff, You May Receive an Error Message

If you use ePlan Takeoff to open On Center Software’s On-Screen Takeoff program, you may receive the error message A problem occurred sending a request to the On-Screen Takeoff application. The server threw an exception. This error message appears if you perform the following steps:

1 Use ePlan Takeoff interface to open On-Screen Takeoff version 2.7.2.32.

2 Close On-Screen Takeoff.

3 Reopen On-Screen Takeoff from the ePlan Takeoff command.

If you dismiss this error, you can still send values back to Estimating.

The error message occurs because On-Screen Takeoff does not support Windows Me.

If You Have a Peer Network Composed of a Windows 98 SE or Windows Me Peer Server and One or More Workstations That Use Windows NT Workstation 4.0, Use Eight Characters or Less and No Spaces in Shared Folder Names

Because of a limitation of the Windows 98 and Windows Me operating systems, you must use eight characters or less with no spaces for your Timberline program and data shared folder names.

If You Use Estimating on a Peer Network Composed Entirely of Windows 98 SE or Windows Me Workstations, You May Need to Move Your Address Book Database

Operators cannot share Address Book data when all of the following conditions exist:

■ Your peer network is composed entirely of workstations that use Windows 98 SE and Windows Me.

■ Multiple operators use Estimating.

■ You do not have accounting and management products installed.

■ The Address Book database is on one of the workstations that has Estimating.

■ Estimators share one or more Estimating databases.

To resolve this issue, perform one of these steps:

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■ Put the Address Book database on a workstation that does not have Estimating. Also, add the Pervasive database workgroup engine to this workstation. To add the database workgroup engine, click [Start] > Run. In the Run window, click [Browse]. In the Browse window, select D:\Prerequisites\Updates\Pervasive\WGE\Setup.exe (D:\ represents your CD-ROM drive). Click [Open]; then click [OK]. Follow the instructions in the windows.

■ Add a workstation to the network that uses Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional. Put the Address Book database on this workstation. If this workstation does not have Estimating, add the Pervasive database workgroup engine. See the bullet above for instructions.

If You Use Your Peer Server as a Workstation, Modify the TS.dir File After You Install Timberline Accounting and Management Products

If you share data in a subfolder on the server (for example, C:\Timberline Office\Accounting\Data), you must edit the TS.dir file to access data from both the server and the workstations. If you do not edit the TS.dir file, the system displays the message No companies exist. Follow these steps to edit the TS.dir file on the server:

1 Use a text editor such as Microsoft Notepad to open the TS.dir file in the Misc folder of your Timberline installation on your server (for example C:\Timberline Office\Accounting\Misc).

2 Add a line beginning with a backslash that contains the full path to the folder (for example, \Timberline Office\Accounting\Data).

3 Add a blank line at the end of the file.

4 Save the file.

After you make the above addition, if a No companies exist message appears on workstations, the TS.dir file probably does not have the mapped path. Use a text editor to add the mapped path to TS.dir. For example, if a workstation’s mapped path to the data is T:\Data, add \Data to TS.dir.

If a Drive or directory not found message appears when you print reports in Accounts Receivable (AR), Billing (BL), Job Cost (JC), or Payroll (PR), follow these steps:

1 Open TS-Main.

2 Select File > Data Folder Settings (or Company Folder Settings) > File Locations and remove the drive designation in the Reports box.

3 In one of the affected applications (AR, BL, JC, or PR), select Reports > Reports Manager.

4 Select a report.

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5 Click [Change].

6 In the Change Report window, in the File name box, remove the drive designation.

7 Repeat this procedure for each report in each affected application.

8 If necessary, in each affected application, select File > Data Folder Settings (or Company Folder Settings) > XX Settings (XX is the application abbreviation).

9 In the XX Settings window, click [Journals/Forms] and remove the drive designation from each journal and form.

31

Section 4Accounting and Management Products Installation

You can install accounting and management products to a stand-alone workstation or to a network. The following table summarizes the differences between these installations.

Type of Installation Components Installed on Workstation Components Installed on Server

Stand-alone workstation

■ Pervasive database workgroup engine■ Accounting and management

databases■ Accounting and management

applications

Network: client server

■ Pervasive database workgroup engine■ Accounting and management client■ Optional: accounting and management

*.dll, *.exe, and ODBC files

■ Pervasive database server engine

■ Accounting and management databases

■ Accounting and management applications

Network: peer server ■ Pervasive database workgroup engine■ Accounting and management client■ Optional: accounting and management

*.dll, *.exe, and ODBC files

■ Pervasive database workgroup engine



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Accounting and Management Products Installation

Section 4

Network: terminal server that hosts Timberline applications and data




Network: terminal server used only for terminal services (no hosting of Timberline applications and data)


■ Accounting and management client

■ Optional: accounting and management *.dll, *.exe, and ODBC files

Note: Accounting and management data is on a different server.


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Overview

This section contains the following installation steps.

■ “A. Prepare to Install” on page 34

■ “B. Install to a Stand-Alone Computer” on page 35

■ “C. Install to a Network” on page 37

■ “D. After You Install” on page 46

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A. Prepare to Install

1 If you are upgrading, back up your current Timberline program and data files.

2 If you are upgrading a network installation, ask all operators to close Timberline applications for the duration of the installation.

3 Turn off the following software for the duration of the installation:

a Antivirus software

b Backup software

c Microsoft Exchange and Novell GroupWise® e-mail software

4 If you have other applications that use the Btrieve or Pervasive database engines, make sure the database engines are compatible. For more information, see “Resolve Incompatibility Between Btrieve Versions Earlier Than 6.15 and the Pervasive.SQL 2000i Database Engine” on page 19.

5 Be sure that you have installed at least one printer.

NOTE: The Estimating Products 6.7.2 CD is compatible with the Accounting and Management Products 8.3.2 CD. If you install both an accounting and management products CD and an estimating products CD, install the accounting and management products CD first. This ensures that estimating products will use the same shared folder that accounting and management products use.

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B. Install to a Stand-Alone Computer

If you want to install to a network, skip this section and continue with “C. Install to a Network” on page 37.

1 If you use Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional, log on as the administrator (not as an operator with administration rights).

2 Insert the accounting and management products CD into the CD-ROM drive of the workstation.

3 If the Installation window does not open, click [Start] > Run. In the Run window, click in the Open box and type D:\Launch.exe (D:\ represents your CD-ROM drive). Click [OK].

4 In the Installation window, click View Release Guide to learn what is new in this release. After you read the Release Guide, close Adobe Acrobat Reader.

5 In the Installation window, click Install prerequisite software. You must complete this step if the Install Timberline Office software task is not available.

Follow the instructions in the installation windows. This step may require you to reboot multiple times.

NOTE: While you are installing prerequisite software, if the Installation window does not reappear after the final reboot, manually install Microsoft Data Access Components 2.7 from an accounting and management products CD. For installation instructions, see “Microsoft Data Access Components 2.7” on page 76.

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6 In the Installation window, click Install Timberline Office software. Follow the instructions in the installation windows.

7 Optional: To install additional products, such as Adobe Acrobat reader, click [Start] > Run.

In the Run window, click in the Open box and type D:\Launch.exe. Click [OK].

In the Installation window, click Install additional products. Open the folder of the additional product that you want to install; then double-click the file that installs the product (for example, Setup.exe).

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C. Install to a Network

Please choose from the following sections:

■ “Client Server or Peer Server Network Steps” on page 37

■ “Terminal Server Network Steps” on page 41

Client Server or Peer Server Network Steps

WARNING: If you install both estimating products and accounting and management products on a peer network, see “Special Instructions for Installations of Both Estimating Products and Accounting and Management Products to a Peer Network” on page 39 or “Special Instructions for Upgrades of Both Estimating Products and Accounting and Management Products on a Peer Network” on page 40 before you complete the steps below.

1 If you use Windows NT Server 4.0, Windows 2000 Server/Advanced Server, or Windows Server 2003 Standard Edition, log on as the administrator (not as an operator with administration rights).

If you use Novell NetWare, use a Windows workstation to log on as an administrator of the server and of the workstation, and make sure that you have a drive mapped to the Sys volume of the Novell server.

2 If you have a Windows server, insert the accounting and management products CD into the CD-ROM drive of the server.

If you have a Novell server, insert the accounting and management products CD into the CD-ROM drive of a Windows workstation.

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3 If the Installation window does not open, click [Start] > Run. In the Run window, click in the Open box and type D:\Launch.exe (D:\ represents your CD-ROM drive). Click [OK].

4 In the Installation window, click View Release Guide to learn what is new in this release. After you read the Release Guide, close the file and close Adobe Acrobat Reader.




6 If you have a Windows server, skip this step and proceed with step 7.

If you have a Novell server, in the Installation window, click Install software for Novell server. This step installs the Pervasive database engine on your Novell server. Follow the instructions in the installation windows.


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NOTE: If you install Payroll, the installation prompts you for a Payroll tax disk. Please ignore this message. Timberline will notify you when a Payroll tax update is available. After you have received notification, when you are ready to begin processing checks for 2004, open Payroll and select Tools > Download Taxes.



In the Installation window, click Install additional products. Open the folder of the additional product that you want to install; then double-click the file that installs the product (for example, Setup.exe).In the Installation window, if you wish to install Adobe Acrobat Reader 5.0, click Install additional products.

9 If you have a Novell server and you upgraded from an Accounting and Management Products 8.x.x CD, you must modify some files on your server after you complete the upgrade and before you install to workstations. Modify files in Timberline’s Shared folder (for example, T:\Timberline Office\Shared) as follows:

Delete tcl.dll; then rename tcl.1 to tcl.dll

Delete tsactg.dll; then rename tsactg.1 to tsactg.dll

Delete tsdm.dll; then rename tsdm.1 to tsdm.dll

10 If you use a Windows server, verify that operators have full control access rights to Timberline program and data folders. If you use a Novell server, verify that operators have read, write, create, filescan, modify, and erase access rights to Timberline program and data folders.

11 If you have a Novell server, restart it.

12 Set up your workstations. For instructions, see “Workstation Steps” on page 44.

Special Instructions for Installations of Both Estimating Products and Accounting and Management Products to a Peer Network

If you install both estimating products and accounting and management products to your peer network, you must use Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional with your peer server. You cannot use Windows 98 SE or Windows Me with your peer server.

In addition, you must follow these steps before you install accounting and management products:

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1 On the peer server, create a folder in which you will install (a) your accounting and management software and (b) your shared Address Book database. For example, create C:\TSApps.

2 On the peer server, create a shared folder name for the folder created in step 1. For example, create a shared folder name called TSApps.

3 On the peer server and on each workstation, map a drive to the shared folder name created in step 2. For example, map T: to \\peer-server\TSApps (peer-server is the computer name of the peer server and TSApps is the shared folder name that you created).

4 Follow the instructions in “Client Server or Peer Server Network Steps” on page 37. Be sure to install to the mapped drive you just created.

Special Instructions for Upgrades of Both Estimating Products and Accounting and Management Products on a Peer Network

If you upgrade both estimating products and accounting and management products on your peer network, you must use Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional with your peer server. You cannot use Windows 98 SE or Windows Me with your peer server.

In addition, you must follow these steps when you upgrade your accounting and management software. These steps require you to edit the registry on the peer server. If you do not feel comfortable editing the registry, contact Timberline’s Software Support for assistance.

1 Before you begin, back up your current Timberline program and data files.

2 On the peer server, map a drive to the shared folder name on the local drive in which you installed accounting and management products.

For example, if you installed accounting and management products in C:\Program Files\Timberline and your workstations map drive T: to \\peer-server\TSapps, you would map drive T: to \\peer-server\Tsapps on the peer server (peer-server is the computer name of the peer server and TSapps is the shared folder name assigned to C:\Program Files).

3 On the peer server, edit the registry so that the Timberline key for the local machine points to the mapped drive instead of the local drive. To edit the registry:

a From the Start menu, select Run and type regedit in the Open box. This starts Registry Editor.

b Locate Hkey_Local_Machine\Software\Timberline\General in the left pane of the Registry Editor window and click the General folder.

c In the right pane, click System Directory. Select Modify from the Edit menu and edit the path to point to the mapped drive you created in step 2. For example, edit the path to point to T:\Timberline.

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d From the Registry menu, select Exit to close the Registry Editor.

4 Install accounting and management products. For instructions, see “Client Server or Peer Server Network Steps” on page 37.

5 Place your shared Address Book database in a folder on the mapped drive you created on the peer server in step 2.

The first time you start an accounting or management application after you upgrade, the Data Folder Selection window opens, prompting you to specify the location of your existing Timberline data folders. When the Data Folder Selection window opens, do the following:

a Click [Search Drives] to open the Search Drives window.

b Click [None] to clear the selection; then select the drive letter assigned to the mapped drive used by the peer server and workstations. For example, select T:.

c Click [OK] to search the specified drive for existing data folders.

d Select the data folder that contains your data files.

Terminal Server Network Steps

You can configure a terminal server network two ways:

■ Use a single terminal server for terminal services and Timberline products. For installation instructions, see “Install to a Terminal Server Network That Uses One Server For Terminal Services and Timberline Products” on page 41.

■ Use one server for terminal services and another server for Timberline products. For installation instructions, see “Install to a Terminal Server Network that Uses One Server for Terminal Services and Another Server for Timberline Products” on page 43.

For more information about terminal server configurations, see “Definition of a Terminal Server Network” on page 96.

WARNING: Do not install Timberline Office applications to a terminal server from a remote connection. If you attempt to install in this manner, your installation may fail or you may be unable to start Timberline Office applications.

Install to a Terminal Server Network That Uses One Server For Terminal Services and Timberline Products

1 Log on to the terminal server as an administrator (not as an operator with administration rights).

2 Insert the accounting and management products CD into the CD-ROM drive of the terminal server.

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3 If the Installation window appears, click [Exit].

4 Click [Start] > Control Panel > Add/Remove Programs and follow the prompts. When you are instructed to browse to the install location, browse to D:\Launch.exe (D:\ represents your CD-ROM drive). Click [OK].

NOTE: You must use Add/Remove Programs to install to a terminal server. This method makes the installed software available to remote operators.






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NOTE: If you install Payroll, the installation prompts you for a Payroll tax disk. Please ignore this message. Timberline will notify you when a Payroll tax update is available. After you have received notification, when you are ready to begin processing checks for 2004, open Payroll and select Tools > Download Taxes.




9 Verify that operators have full control access rights to Timberline program and data folders.

10 If you have local workstations connected to your terminal server, set up these workstations. For instructions, see “Workstation Steps” on page 44. You do not need to perform any tasks for remote workstations that use terminal services.

Install to a Terminal Server Network that Uses One Server for Terminal Services and Another Server for Timberline Products

In this scenario, follow “Client Server or Peer Server Network Steps” on page 37 to install accounting and management applications to the client server.

Then follow “Workstation Steps” on page 44 to install the accounting and management client to the terminal server. Follow these exceptions to the “Workstation Steps”:

■ Log on as an administrator.

■ Instead of using the run command to start the installation, click [Start] > Control Panel > Add/Remove Programs to start the installation. This makes the installed software available to remote operators.

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Workstation Steps

Follow these steps for each network workstation that uses accounting and management products or estimating products.

NOTE: Estimating products require these steps to access Address Book, Job Cost, and tax data.

1 If you use Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional, log on as an administrator (not as an operator with administration rights).

2 Map a drive to the shared location on the server or peer server where you installed accounting and management products. Note that the shared location mentioned above is not the same as Timberline's Shared folder.

3 Click [Start] > Run.

4 In the Run window, click [Browse]. In the Browse window, select Install.exe in the Wininst folder on the server. For example, select T:\Timberline Office\Accounting\Wininst\Install.exe (T:\ is a drive mapped to the shared folder name in which you installed accounting and management products). Click [Open]; then click [OK].



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6 In the Installation window, click Install Timberline Office software. This step installs components necessary to run Timberline Office applications.

7 Repeat steps 1–6 for each workstation.

NOTE: To use accounting and management products on a Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional workstation connected to a network, you must log on as a power user or administrator. This is because you must be able to create or modify files in your X:\WinNT and X:\Windows folders (X:\ is the drive to which you installed Timberline applications).

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D. After You Install

Restart Programs

Restart all programs and services that you shut down for the installation.

Upgrade Files

If you upgraded, be sure to upgrade your data files (from TS-Main, select Tools > Upgrade Files). If possible, upgrade files from the server that contains your data. This is the most reliable upgrade method because network irregularities cannot disrupt the processing of data.

NOTE: The first time that you install an accounting and management products 8.x.x CD and an estimating products 6.5.x or later CD, be sure to upgrade your accounting and management data files before you upgrade your estimating data files. This ensures that the upgrade program does not duplicate contact information in Address Book.

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Section 5Estimating Products Installation

You can install estimating products to a stand-alone workstation or to a network. The following table summarizes the differences between these installations.


Stand-alone workstation

■ Pervasive database workgroup engine■ Estimating databases■ Estimating applications

Network: client server

■ Pervasive database workgroup engine■ Estimating applications


■ Estimating databases

Network: peer server ■ Pervasive database workgroup engine■ Estimating applications

■ Pervasive database workgroup engine

■ Estimating databases■ Estimating applications

Network: terminal server that hosts Timberline data


■ Estimating databases■ Estimating applications

Network: terminal server used only for terminal services (no hosting of Timberline data)

■ Estimating applications■ Pervasive database server

engine

Note: Estimating data is on a different server

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Estimating Products Installation

Section 5

Overview

This section contains the following installation steps.

■ “A. Prepare to Install” on page 49

■ “B. Install to a Workstation” on page 50

■ “C. Install to a Network” on page 53

■ “D. Set Up Stand-Alone License Security Devices” on page 58

■ “E. Set Up License Manager” on page 59

■ “F. After You Install” on page 63

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A. Prepare to Install

1 If you are upgrading, use Estimating Tools to rebuild and compact Estimating databases; then back up your Timberline data files.

2 If you are upgrading from a Precision Collection or estimating products CD earlier than 6.5.0, print the Subcontractor Detail report (Database > Reports > Subcontractors) from your current version of Estimating. You need the data in this report to help you integrate databases after you install. You should use the Export File option to create a comma separated value (.csv) version of the report. This will let you view the report details in common word processing and spreadsheet products, such as Microsoft Word and Excel.

3 If you are upgrading, click [Start] > Settings > Control Panel > Add/Remove Programs to remove all previous versions of Estimating. After you remove previous versions, be sure to restart your computer.

4 If you are upgrading a network installation, ask all operators to close Timberline applications for the duration of the installation.

5 Turn off the following software for the duration of the installation:

a Antivirus software

b Backup software

c Microsoft Exchange and Novell GroupWise e-mail software

6 If you have other applications that use the Btrieve or Pervasive database engines, make sure the database engines are compatible. For more information, see “Resolve Incompatibility Between Btrieve Versions Earlier Than 6.15 and the Pervasive.SQL 2000i Database Engine” on page 19.

7 Be sure that you have installed at least one printer.

NOTE: The Estimating Products 6.7.2 CD is compatible with the Accounting and Management Products 8.3.2 CD. If you install both an accounting and management products CD and an estimating products CD, install the accounting and management products CD first. This ensures that estimating products will use the same shared folder that accounting and management products use.

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B. Install to a Workstation

If you want to install to a network, skip this section for now, and continue with “C. Install to a Network” on page 53.

1 If you use Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional, log on as the administrator (not as an operator with administration rights).

2 Insert the estimating products CD into the CD-ROM drive of the workstation.

3 If the Installation window does not open automatically, click [Start] > Run. In the Run window, type D:\Launch.exe (D:\ represents your CD-ROM drive). Click [OK].

4 In the Installation window, click View Release Guide to learn what is new in this release. After you read the Release Guide, close Adobe® Acrobat® Reader.

5 In the Installation window, click Install prerequisite software. Follow the instructions in the installation windows. This step may require you to reboot multiple times. Repeat this step until the next install task, Install Timberline Office software, is available.

NOTE: While you are installing prerequisite software, if the Installation window does not reappear after the final reboot, manually install Microsoft Data Access Components 2.7 from an estimating products CD. For installation instructions, see “Microsoft Data Access Components 2.7” on page 76.


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NOTE: To use Estimating on a Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional workstation connected to a network, you must log on as a power user or administrator. This is because you must be able to create or modify files in your X:\WinNT and X:\Windows folders (X:\ is the drive to which you installed Timberline applications).

Additional Steps for Network Installations That Have Accounting and Management Products

These steps allow you to access Address Book, Job Cost, and tax data on a server.

1 Map a drive to the shared location on the server or peer server where you installed Timberline accounting and management products. Note that the shared location is not the same as Timberline’s Shared folder.


3 In the Run window, click [Browse]. Select the path to Wininst\Install.exe on the server (for example, T:\Timberline Office\Accounting\Wininst\Install.exe, if T:\ is the drive that you mapped in step 2). Click [Open]; then click [OK].

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4 In the Installation window, click Install Timberline Office software and follow the instructions as they appear in the windows. (If Install Timberline Office software is not available, click Install prerequisite software. After you complete this step, which may require you to restart multiple times, select Install Timberline Office software.)

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C. Install to a Network

Please choose from the following sections based on your type of network:

■ “Client Server or Peer Server Network Steps” on page 53

■ “Terminal Server Network Steps” on page 55

Client Server or Peer Server Network Steps

1 If you use Windows NT Server 4.0, Windows 2000 Server/Advanced Server, or Windows Server 2003 Standard Edition, log on as the administrator (not as an operator with administration rights).

If you use Novell NetWare, log on as the administrator on a Windows workstation and make sure that you have a drive mapped to the Sys volume of the Novell server.

2 If you have a Windows server, insert the estimating products CD into the CD-ROM drive of the server.

If you have a Novell server, insert the estimating products CD into the CD-ROM drive of a Windows workstation.

3 If you do not have a Novell server, skip this step and proceed with step 4.

a If the Installation window appears, click [Exit].

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b Click [Start] > Run. In the Run window, click in the Open box and type D:\Prerequisistes\Tspvinst\Setup.exe -nw (D:\ represents your CD-ROM drive). Be sure to include a space before "-nw." Click [OK].

Follow the instructions in the windows to install the Pervasive database engine for Novell servers.

4 If you see the Installation window, skip to step 5. Otherwise, click [Start] > Run. In the Run window, type D:\Launch.exe (D:\ represents your CD-ROM drive). Click [OK].


6 If you have a Novell server, skip step 6. Proceed with step 7.

If you have a Windows server, in the Installation window, click Install prerequisite software. Follow the instructions in the installation windows. Repeat this step until the next install task, Install Timberline Office software, is available. This step may require you to reboot multiple times.


7 In the Installation window, click Install Timberline Office software. Choose installation options based on your server type.

Windows server: Install only Estimating databases and sample data (install Estimating on workstations). You can also install Estimating on the server in order to locally perform file maintenance, but you should not use the server as a workstation.

Please note that if you install Estimating on a server that uses Windows Server 2003 Standard Edition, you must log on as an administrator when you use Estimating. This ensures that Estimating has proper access to the Windows registry.

Novell server: Map a drive to a shared location on the server; then install Estimating databases and sample data to this location. You cannot install Estimating applications on a Novell server. Note that the shared location mentioned above is not the same as Timberline’s Shared folder.




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10 If you have a Novell server, restart it.

11 For each workstation on your network, perform the steps in “B. Install to a Workstation” on page 50.

Terminal Server Network Steps

You can configure a terminal server network two ways:

■ Use a single terminal server for terminal services and estimating products.

■ Use one server for estimating data and another server for estimating applications and terminal services.

WARNING: Do not install Timberline Office applications to a terminal server from a remote connection. If you attempt to install in this manner, your installation may fail or you may be unable to start Timberline Office applications.

The following terminal server installation steps work for either configuration mentioned above.

1 Log on to the terminal server as the administrator (not as an operator with administration rights).

2 Insert the estimating products CD into the CD-ROM drive of the terminal server.

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3 If the Installation window appears, click [Exit].

4 Click [Start] > Control Panel > Add/Remove Programs and follow the prompts. When you are instructed to browse to the install location, browse to D:\Launch.exe (D:\ represents your CD-ROM drive). Click [OK].

NOTE: You must use Add/Remove Programs to install to a terminal server. This method makes the installed software available to remote operators.


6 In the Installation window, click Install prerequisite software. Follow the instructions in the installation windows. If necessary, repeat this step until the next install task, Install Timberline Office software, is available. This task may require you to reboot multiple times.


In the Installation window, click Install Timberline Office software. If you want your terminal server to host Timberline data, install Estimating applications and databases. If you use another server to host Timberline data, install only Estimating applications on the terminal server.

Please note that if you install estimating products on a terminal server that uses Windows Server 2003 Standard Edition, you must log on to the terminal server as an

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administrator when you use estimating products. This ensures that estimating products have proper access to the Windows registry.





9 If you use a separate server to host Timberline data, see “Client Server or Peer Server Network Steps” on page 53.

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D. Set Up Stand-Alone License Security Devices

You can use stand-alone devices or License Manager software to control license security. If you use License Manager, see “E. Set Up License Manager” on page 59.

Install the Sentinel Driver

1 Insert the estimating products CD into the CD-ROM of each workstation.

2 Click [Start] > Run. In the Run window, click [Browse]. Select D:\AdditionalInstalls\SentinelDrivers\RainbowSSD5.39.2.exe (D:\ represents your CD-ROM drive).

3 Click [Open]; then click [OK] to start the installation. Follow the steps in the installation wizard.

4 Restart the workstation.

Attach a Workstation Protection Device

1 Disconnect any hardware or peripheral devices attached to the parallel port. Typically, this is the port to which a printer is connected. You need not disconnect these devices if you have a USB protection device.

2 Plug the protection device into each workstation’s parallel port or USB port.

3 Reconnect any hardware or peripheral devices.

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E. Set Up License Manager

You can use stand-alone devices or License Manager software to control license security. If you use stand-alone devices, see “D. Set Up Stand-Alone License Security Devices” on page 58.

You must install License Manager on a Windows server or workstation. The machine should have an operating system that is either newer or of the same version as the operating system used by the license managed workstations. All license managed machines must use the same network protocol (TCP/IP or IPX/SPX). Note the following before installing License Manager.

■ At this time, License Manager does not support Windows Server 2003 Standard Edition.

■ Timberline strongly recommends that you use License Manager 7.2 instead of License Manager 7.1, which, in some cases, causes commuter licensing problems.

■ You cannot install License Manager on a terminal server. If you have a terminal server network and you wish to use License Manager, install it on a workstation or on a different server.

■ To use License Manager on a Novell network, install License Manager on one of the Windows workstations.

■ Log on as the administrator before you install License Manager on a Windows NT 4.0, Windows 2000, or Windows XP Professional machine.

For more information about License Manager, see:

■ Getting Started With License Management (LicenseMangementGettingStarted.pdf). This file in D:\Documents (D:\ represents your estimating products CD)

■ Sentinel License Manager System Administrator’s Guide (SLM71sys.pdf). This file is in D:\AdditionalInstalls\LicenseManager\RainbowSysAdminGuide of your estimating products CD.

Install the Sentinel Driver

Sentinel system drivers provide a communication path between the License Manager application and the protection device.

1 Insert the estimating products CD into the CD-ROM drive of the computer you use as the license manager on your network.

2 Click [Start] > Run. In the Run window, click [Browse]. In the Browse window, select D:\AdditionalInstalls\SentinelDrivers\RainbowSSD5.39.2.exe (D:\ represents your CD-ROM drive).

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3 Click [Open]; then click [OK] to start the installation. Follow the steps in the installation wizard.

4 Restart the computer.

Attach a License Manager Protection Device

1 On your license manager computer, disconnect any hardware or peripheral devices attached to the parallel port. Typically, this is the port to which a printer is connected. You need not disconnect these devices if you have a USB protection device.

2 Plug the protection device into the parallel port or USB port.

3 Reconnect any hardware or peripheral devices.

Install License Manager (New Installations)

If you already own License Manager, see “Upgrade License Manager” on page 60.

1 On your license manager computer, click [Start] > Run. In the Run window, click [Browse]. In the Browse window, select D:\AdditionalInstalls\LicenseManager\Setup\Server\Setup\Setup.exe (D:\ represents your CD-ROM drive).

2 Click [Open]; then click [OK] to start the installation.

3 Follow the on-screen prompts. The installation automatically installs the appropriate software for the operating system.


NOTE: Be sure to accept the default installation path when you install License Manager. If you need to change the default installation path, change it to a local drive. You cannot install License Manager to a network drive.

Upgrade License Manager

To upgrade License Manager, you must uninstall the current version and then install the new version. Follow these steps:

1 Check in all commuter licenses to the server.

2 Locate the license manager service.

In Windows 98 SE, look for the SentinelLM icon on the task bar.

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In Windows NT 4.0, click [Start]; then select Settings > Control Panel > Services. Look for SentLM.

In Windows 2000, click [Start]; then select Settings > Control Panel > Administrative Tools > Services. Look for SentinelLM in the list of services.

In Windows XP Professional, click [Start]; then select Control Panel > Administrative Tools > Services. Look for SentinelLM.

3 Right-click the service and choose the option to shut it down.

4 Use Add/Remove Programs to uninstall License Manager.

5 In Windows Explorer, delete the folder C:\Program Files\Rainbow Technologies\SentinelLM 7.x.x Server.


7 Install the new version of License Manager (see “Install License Manager (New Installations)” on page 60).

Install License Codes

After you install License Manager, install the codes for the network licenses. The number of network licenses purchased for an application indicates the total number of concurrent network uses allowed for that application.

1 Verify that the Sentinel License Manager service is running.

In Windows 98 SE, look for the SentinelLM icon on the task bar.

In Windows NT 4.0, click [Start]; then select Settings > Control Panel > Services. Look for SentLM.

In Windows 2000, click [Start]; then select Settings > Control Panel > Administrative Tools > Services. Look for SentinelLM in the list of services.

In Windows XP Professional, click [Start]; then select Control Panel > Administrative Tools > Services. Look for SentinelLM.

2 Insert the estimating products CD into the CD-ROM drive of the License Manager server.

3 Click [Start] > Run. In the Run window, click in the Open box and type D:\AdditionalInstalls\License Manager\License Tools\LicenseInstaller.exe (D:\ represents your CD-ROM drive). Click [OK].

NOTE: Consider copying the entire License Tools folder to your local hard drive. This makes License Tools more accessible for future maintenance.

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4 Install license codes using one of the methods described below.

To install all license codes from the e-mail message you received, drag the license (*.lic) file from the e-mail message to the License Installer window.

To type the license codes manually, select the option Manually add license code, and then type each code exactly as it appears in the license file or on the packing slip (the code is not case sensitive).

To select a license file instead of dragging it to the window, select the option Add license code from a file, and then click [...] to select the file. This installs all license codes in the file.

When you enter a license code, the software adds this code to a file named Lservrc (which has no file extension) in the License manager installation path. The default path is C:\Program Files\Rainbow Technologies\SentinelLM 7.x.x Server\English (C:\ represents your hard drive).

5 If you receive a message that a license is invalid or already exists, review the information in LicenseMangementGettingStarted.pdf. This file is in the documents folder of your estimating products CD.

6 After you enter license codes, remove the CD and store it in a safe place.

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F. After You Install

Restart Programs

Restart all programs and services that you shut down for the installation.

Connect to Estimating Data on a Network

If you access data on another computer, map a drive to the shared folder in which you have data. Use the same drive letter for all workstations.

NOTE: The shared folder mentioned above is not the same as the folder called Shared that the Timberline Office installation program creates.

Connect to Accounting and Management Data on a Network

If necessary, configure estimating products to access an accounting and management products data folder. For instructions, see “Selecting a company data folder for Address Book and Job Cost information” in Estimating Help or “Select a company data folder for Address Book and accounting information” in Buyout.

Upgrade Files

If you upgraded your applications, be sure to upgrade your data files (from Estimating Tools, select File > Upgrade Files).

NOTE: The first time that you install an accounting and management products 8.x.x CD and an estimating products 6.5.x or later CD, be sure to upgrade your accounting and management data files before you upgrade your estimating data files. This ensures that the upgrade program does not duplicate contact information in Address Book

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Section 6Frequently Asked Questions

General

What permission level do I need to use Timberline applications?If you use Windows NT Workstation 4.0, Windows 2000 Professional, or Windows XP Professional, you must log on as a power user or administrator. This is because you must be able to create or modify files in your X:\WinNT and X:\Windows folders (X:\ is the drive to which you installed Timberline applications).

If you install estimating products on a server that uses Windows Server 2003 Standard Edition, you must log on as an administrator when you use estimating products. This ensures that estimating products have proper access to the Windows registry.

I have Estimating and Buyout on my workstation, and I need to access the Address Book, Job Cost, and tax data used by my colleagues in the accounting department. How can I access this data?You must perform an additional installation and then configure Estimating and Buyout to access shared Address Book, Job Cost, and tax data.

For instructions about the additional installation, see “Additional Steps for Network Installations That Have Accounting and Management Products” on page 51.

For instructions about configuring Estimating and Buyout to access shared Address Book, Job Cost, and tax data, see “Selecting a company data folder for Address Book and Job Cost

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Frequently Asked Questions

Section 6

information” in Estimating Help or “Select a company data folder for Address Book and accounting information” in Buyout.

In Estimating or Buyout, I suddenly cannot access Address Book, Job Cost, or tax data. I have never had this problem before. What happened?You are probably in the following situation: (a) you do not have accounting and management products on your workstation, and (b) your company upgraded accounting and management products on your server. This upgrade severed your link to shared data folders.

If you are in this situation, see “Additional Steps for Network Installations That Have Accounting and Management Products” on page 51 to reestablish access to Timberline’s shared data.

What are system modes and folder types?Timberline uses system modes and folder types to define how applications share data. At this time, the primary example of this is Address Book. In this application, you can share data in several ways:

■ Share Address Book information between estimating and accounting departments so that you have a central database of subcontractors and vendors.

■ Share Address Book information between estimating and accounting departments but temporarily disconnect from the network and use Address Book and other Timberline applications at a job site.

■ Share Address Book information with only estimators in your company.

■ Do not share Address Book information.

To accommodate these scenarios, Timberline developed three types of data folders:

■ Enterprise folders, which can be shared between estimating products and accounting and management products.

■ Workstation folders, which can be shared only among estimators.

■ Offline folders, which cannot be shared.

In addition, Timberline developed four system modes:

■ Workstation (estimating) mode is the default for estimating products. In this mode, you can share Address Book information with other estimators (share a workstation folder) or use a private copy of Address Book (use an offline folder).

■ Enterprise (accounting) mode is the default for accounting and project management products. In this mode, you can access any type of folder.

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■ Enterprise (accounting/estimating) mode, which occurs when you have (a) estimating products and accounting and management products on the same workstation, or (b) only estimating products but you have performed an additional installation that allows access to accounting and management data. In this mode, you can access any type of folder.

■ Offline (accounting/estimating) mode, which occurs when you are in enterprise (accounting/estimating) mode but cannot access an enterprise system folder. This usually happens when you temporarily disconnect from the network to work outside the office. In this mode, you can access offline folders and workstation folders.

If you do not know your system mode or folder type, open TS-Main. Select Help > About TS-Main; then click [Additional Information]. In the Additional Information window, look for the lines that list the system mode and folder type.

Why do I have to worry about drivers and special settings for Timberline applications? My other applications don't seem to have special requirements.Timberline’s powerful database applications require more network resources than applications such as Microsoft Word and Microsoft Excel, which typically read or write to one data file at a time and make relatively few file and printer requests over a network. In contrast, Timberline applications often read and write to many records in several database files at almost the same time. This high demand on network resources requires you to have quality hardware, the correct device drivers, and the correct system settings.

Why can't I find Launch.exe on the CD-ROM?Your CD-ROM driver may not be supported. Your CD-ROM driver must be 32-bit and fully compatible with long file name support. Contact your hardware technician if you need assistance determining your CD-ROM and its driver.

Why can't I find Timberline accounting and management product report designs after I install my software?If you use Novell NetWare, you may have installed accounting and management products without long file name support (LFN) enabled on the server. To check whether your server supports long file names, see “Enable Long File Name Support” on page 21. To enable long file name support, contact a qualified NetWare technician for assistance. You must then reinstall accounting and management products on the network.

Timberline hangs during the workstation install process, how can I resolve this?Try the following:

■ Double check that you have full access to the shared folder containing program files.

■ Make sure that you have the latest network interface card drivers.

■ Turn off antivirus software and unnecessary programs before you install. For a list of all pre-installation steps, see “A. Prepare to Install” on page 34.

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After I install Timberline applications, I try to run software applications such as Suretrak from my workstation and I receive a Wbtrcall.dll compatibility error message. What should I do?Search all local and mapped drives for Wbtrcall.dll. If you locate this file anywhere other than in the C:\Pvsw\Bin folder, rename the file (for example, rename it Wbtrcall_dll.old).

One of my workstations aborts or shows low resources or memory after I install accounting and management products. What should I do?Verify that Microsoft created your Winsock.dll and Wsock32.dll files. Locate these files in your Windows\System folder. Right-click them and select Properties. Click the Version tab and review the name in the Value window. If Microsoft did not create either of these files, have your network administrator replace them with drivers produced by Microsoft.

I get error messages in my accounting and management applications that reference a drive and path. Typically, the error messages say "drive or directory unavailable." How do I resolve this?

1 Determine your Timberline path. From a command prompt (DOS prompt), type path. Look for a path that says Timberline (for example, M:\Program Files\Timberline Office\Shared). Write down this path.

2 In Windows Explorer, verify that you have a drive mapped to this path. If you do not, map a drive to the path. This should resolve the problem. If you do have a drive mapped to the path, continue with step 3.

3 Ensure that you have the correct registry settings. To do this, start Timberline’s Registry Editor. If you installed Registry Editor during the installation of accounting and management products, start this program from the Start menu location used for other Timberline applications. If you did not install Timberline Registry Editor, start the program from your accounting and management products CD. For example, run D:\AdditionalInstalls\TSRegEdt\Setup.exe (D:\ represents your CD-ROM drive).

4 In Registry Editor, select Tools > Search.

5 In the Timberline Registry Editor - Search Drives window, in the Available drives box, select the drive where accounting and management applications are installed. Then click [Search]. After the search is complete, click [OK].

6 In the Available Timberline install directories box, select the path where accounting and management applications are installed.

7 Click [Set Registry].

8 If you still receive the error message, ensure that you have sufficient file access permission to the Timberline folders on the server.

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I get an error message that says “No companies exist” when I launch my accounting and management applications. What is wrong?You may not have your drive mapped to your Timberline data folder.

1 If this problem occurs on several workstations, make sure that all workstations map to the same data folder.

2 Start an accounting or management application.

3 If you still have the problem, rename the file TS.dir in the Misc folder under your Timberline program folder (for example, in C:\Program Files\Timberline Office\Accounting\misc).

4 Start an accounting or management application again. The software recreates the TS.dir file. Search for your Timberline data folder. Then select this data folder when you start your application.

How do I troubleshoot problems that occur when I start Timberline applications?Focus your investigation on invalid registry settings, improperly mapped drives, and insufficient user permissions. If you need assistance, call Timberline’s Software Support. Please refer to “Timberline’s Software Support Contact Information” on page 99.

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Novell

I get an error message that says "File is locked" when I launch TS-Main on my Windows XP Professional workstation. The error message also lists the path to the TS.opr file. This only happens on my Windows XP Professional workstations. What should I do?Follow these steps.

1 Right-click on the Novell N icon in your system tray. Select Novell Client Properties.

2 Check the version of the Novell client.

3 Go to Novell’s web site (www.novell.com) and determine the version of the latest Novell client. If Novell offers a newer client or a patch, download it and install it.

I experience "Spool32," printer device, and printer folder errors on Windows 98 SE and Windows Me workstations when I print to a Novell network printer? What should I do?Follow these steps to resolve this issue. If one of these modifications resolves the issue, you do not need to complete the remaining steps.


2 In the Printers window, right-click your printer and select Properties.

3 In the Printer Properties window, select the Details tab.

4 Click [Spool Settings]. In the Spool Settings window, select Start printing after last page is spooled.

Implement the following steps only if you still have the problem.

5 If the spool data format is set to EMF, set the spool data format to RAW.

6 Select Print directly to printer.

7 Change the Novell Client print tail and print header settings. To change these settings, right-click the Novell N icon in your system tray. Select Novell Client Properties. Change the print tail and print header settings on the Advanced Settings tab.

8 Turn off Novell Client cache writes. This setting is on the Advanced Settings tab described in step 7.

9 Install the latest Windows 98 SE or Windows Me printer driver from your printer manufacturer’s Web site. Also, check that you have the latest network card driver on each workstation that has network printer problems.

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Do I have to install Novell client software even on workstations that don't run Timberline?No, not unless you have other applications that require it.

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IPX/SPX

Should I be concerned about using Novell IPX on a Novell network? No. The Novell IPX protocol should work well as long as you use Novell NetWare 4.2 or 5.1 and the associated NetWare patches.

Why is Microsoft IPX not recommended?Microsoft IPX has been associated with a variety of problems, including illegal operation errors, printer errors, aborts, and data corruption.

How do I know whether I'm running Novell IPX on a Novell network? Use only the Novell (not Microsoft-created) Client for your Windows operating system. Refer to the Novell Networks chapter in this guide for more information.

My technician says I need IPX for my network. Why? The most common reason is for print devices, such as Jetdirect Cards. Unless you have older hardware devices that cannot use other protocols, you can switch to TCP/IP or DLC protocols for these print devices.

What if I am not having any problems with IPX and my accounting and management products, and switching to another protocol would be inconvenient and costly? In this situation, you could postpone making the change. However, if encounter problems with file corruption or aborts, switch to another protocol as soon as possible.

How can I be sure my problems are Microsoft IPX-related? If you consistently have a problem performing a particular operation, such as posting or updating General Ledger, perform the same procedure on company information or data copied to a workstation hard drive. Make sure your data is not damaged before running your test. To check for damage, use File Doctor. See “Checking files” in Help for detailed instructions. If you cannot duplicate the problem when accessing company information or data copied to a local drive, the problem is likely IPX-related.

How do I check to see whether I am using IPX on a Windows network? Look in the following areas to check whether you have IPX loaded.

■ Windows 98/Me: Control Panel > Network.

■ Windows NT Workstation 4.0/Server: Control Panel > Network > Protocols.

■ Windows 2000 Professional/Server/Advanced Server: Network and Dial-up Connections > Local Area Connections > Properties.

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■ Windows XP Professional: Control Panel > Network Connections > Local Area Connections > Properties.

If you see "IPX/SPX" listed on any computer or server, IPX may be generating network traffic that could possibly result in software problems.

Can I remove Microsoft IPX myself? In most cases, removing IPX and installing another protocol is easy. However, your Timberline support representative cannot tell if you have devices installed that specifically need IPX. You should contact a qualified technician before performing this procedure.

I am using Novell NetWare Client 32 on a Novell network, and I see both the Novell 32-bit IPX protocol and the Microsoft IPX/SPX compatible protocols loaded. I can't remove the Microsoft IPX protocol. Is this a problem? Generally, this does not cause problems because the Novell IPX protocol takes precedence on a Novell server.

I have Client for Microsoft Networks for printer sharing and Novell Client for my Novell network. Is this a problem? Generally, this does not cause problems as long as you are using TCP/IP for Microsoft network printer sharing. For more information, contact a qualified network technician.

73

Appendix APrerequisite Software

Timberline installs third-party programs as part of the Timberline Office installation. This appendix describes these programs.

74

Prerequisite Software

Appendix A

Prerequisite Software by Operating System

*Within the Windows NT, Windows 2000, and Windows Server 2003 classes of operating systems, Timberline supports Windows NT Workstation 4.0, Windows NT Server 4.0, Windows 2000 Professional, Windows 2000 Server, Windows 2000 Advanced Server, and Windows Server 2003 Standard Edition.

Installation Order Software

Microsoft Windows 98 SE

Windows Me, Windows NT, Windows 2000, Windows Server 2003*

Windows XP Professional

1 Microsoft Windows Installer 2.0

Reboot possible Reboot possible Included in OS

2 Microsoft Distributed Component Object Model for Windows 98 (DCOM98)

Reboot required Not needed Not needed

3 Microsoft Internet Explorer 6.0 with Service Pack 1

Reboot required (if possible, reboot occurs simultaneously with one of the reboots below)

Reboot required (if possible, reboot occurs simultaneously with one of the reboots below)

If not included in OS, reboot required (, if possible, reboot occurs simultaneously with one of the reboots below)

4 Microsoft .Net Framework 1.0.3705

Reboot required Reboot required Reboot required

5 Microsoft Data Access Components 2.7 with Service Pack 1

Reboot required Reboot required Included in OS

6 Microsoft Jet 3.51 and 4.05 database engines (Jet 4.05 uses Service Pack 3.)

No reboot needed

No reboot needed

No reboot needed

7 Crystal Reports® 8.5 components

Reboot possible Reboot possible Reboot possible

8 Pervasive®.SQL 2000i database engine with Service Pack 4

Reboot required Reboot required Reboot required

75


Appendix A

Microsoft Windows Installer 2.0

This is an installation and configuration service required by Timberline Office's InstallShield® installation program.

Timberline Office applications install this service if the file msiexec.exe has a version earlier than 2.0.2600.0. This file is found in the following locations:

■ Windows 98 SE or Windows Me: <CD-ROM drive letter>:\windows\system32

■ Windows NT, Windows 2000, and Windows Server 2003: <CD-ROM drive letter>:\winnt\system32

An installation of this program requires a reboot.

To manually install this program, insert your Estimating Products CD or an accounting and management products CD into your CD-ROM drive. Then start one of the following programs.

■ Windows 98 SE or Windows Me: <CD-ROM drive letter>:\Prerequisites\instmsia.exe

■ Windows NT, Windows 2000, or Windows Server 2003: <CD-ROM drive letter>:\Prerequisites\instmsiw.exe

Microsoft Distributed Component Object Model for Windows 98 (DCOM98)

This component lets software communicate over a network in a reliable, secure, and efficient manner. Timberline's Pervasive database engine requires this component for computers that use Windows 98.

An installation of DCOM98 requires a reboot.

To manually install this program, insert your Estimating Products CD or accounting and management products CD into your CD-ROM drive. Then start <CD-ROM drive letter>:\Prerequisites\Updates\DCOM98\dcom98.exe.

76


Appendix A

Microsoft Internet Explorer 6.0 Service Pack 1

Timberline installs most Internet Explorer components but does not install some optional components, such as support for languages other than English, to save CD space.

An installation of Internet Explorer requires a reboot.

To manually install this program, insert your Estimating Products CD or accounting and management products CD into your CD-ROM drive. Then start <CD-ROM drive letter>:\Prerequisites\Updates\ie6\ie6setup.exe.

WARNING: If you cannot start the estimating products Report Manager or if you receive an error message titled ReportManager.exe - Entry Point Not Found when you try to start Report Manager, download and install the full version of Internet Explorer 6.0 Service Pack 1 from http://www.microsoft.com/windows/ie/default.asp.

Microsoft .Net Framework With Service Pack 1

This programming model is the basis of one of Timberline's messaging components.

Timberline Office applications install the .Net Framework 1.0.3705 if it is not present. If a more recent is present, the installation leaves that service pack in place and does not overwrite anything.

An installation of the .Net Framework requires a reboot.

To manually install the .Net Framework, insert your Estimating Products CD or accounting and management products CD into your CD-ROM drive. Then start the program <CD-ROM drive letter>:\Prerequisites\Updates\dotnet\dotnetfx.exe.

Microsoft Data Access Components 2.7

These components provide *.dll files that Open Database Connectivity (ODBC) requires.

An installation requires a reboot.

To manually install this program, insert your Estimating Products CD or accounting and management products CD into your CD-ROM drive. Then start <CD-ROM drive letter>:\Prerequisites\Updates\MDAC27\mdac_typ.exe.

77


Appendix A

Microsoft Jet Database Engines

Most estimating products require Microsoft Jet 4.0, Service Pack 3, but the Metricon conversion utility requires Microsoft Jet 3.51. Timberline installs both database engines.

Installations of these engines do not require a reboot.

To manually install the Microsoft Jet 4.0 database engine, insert your Estimating Products CD or accounting and management products CD into your CD-ROM drive. Then start <CD-ROM drive letter>\Prerequisites\Updates\Jet\jet40sp3_comp.exe.

You cannot manually install Microsoft Jet 3.51 from any Timberline Office CDs.

Crystal Reports Components

These components allow you to view Crystal Reports in Timberline applications.

In rare cases, an installation of Crystal Reports components requires a reboot because certain Microsoft *.dll files are not present.

To manually install this program, insert your Estimating Products CD or accounting and management products CD into your CD-ROM drive. Then start <CD-ROM drive letter>\Prerequisites\Updates\TSCrystal\Setup.exe.

78


Appendix A

Pervasive.SQL 2000i Database Engine With Service Pack 4

The Pervasive database engine allows you to access Timberline's data files. The current version uses Service Pack 4 (SP4), which contains the following enhancements:

■ Ability to uninstall the SP4 upgrade and restore previous versions.

■ Support for Windows XP Professional.

■ Support for workgroup and workstation engines with terminal services.

■ Support for new SQL syntax.

An installation of the Pervasive.SQL 2000i database engine requires a reboot.

To manually install this component, insert your Estimating Products CD or accounting and management products CD into your CD-ROM drive. Then, from a command prompt, start one of the following programs. Be sure to include the -wge, -nt, or -nw switch (with a space in front of it) at the end of the command.

■ Terminal server or workstation:<CD-ROM drive letter>:\Prerequisites\Tspvinst\Setup.exe -wge

■ Server with Windows NT, Windows 2000, or Windows Server 2003:<CD-ROM drive letter>:\Prerequisites\Tspvinst\Setup.exe -nt

■ Novell server:<CD-ROM drive letter>:\Prerequisites\Tspvinst\Setup.exe -nw

79

Appendix BPrinters

Printer Selection

For optimum printing performance, Timberline recommends the use of laser and dot matrix printers. Inkjet (including bubble jet) and multi-function devices (combined printer/scanner/fax) can be used as secondary or backup printers but should not be the primary printers used with Timberline applications.

Depending on the state, Payroll users may need to use a dot matrix printer for quarterly report forms. For a state-by-state list of printer requirements, go to Payroll Help and type states with special quarterly form requirements on the index tab.

If you plan to use the Billing, Service Management, Purchasing, or Inventory applications to generate Crystal Reports cost and contract invoices (AIA documents), you must use laser printers emulating Hewlett Packard’s Printer Control Language (PCL) 4, 5, or 5e. Timberline does not support inkjet and dot matrix printers for these tasks.

Choose your primary printer based on your company’s printing needs. Your network administrator, systems consultant, or your Timberline Certified Consultant can help in assessing these needs. In addition to advice from these sources, consider the following when you purchase a new printer to be used with Timberline products:

■ Timberline supports printers that (a) work with Microsoft Windows and (b) emulate the industry standards for laser and dot matrix printers (Hewlett Packard PCL and Epson, respectively).

80

Printers

Appendix B

■ If you want to purchase a dot matrix printer, Timberline recommends a nine-pin, wide-carriage model. This type of printer effectively handles Timberline’s wide reports, which use 14 7/8 by 11 inch paper (US standard fanfold). In addition, this type of printer prints bi-directionally and at higher speeds than letter-quality 24-pin dot matrix printers.

Printer Driver and Cable

Check your printer manufacturer’s Web site to obtain the latest driver for your printer (except the PCL 6 driver noted in the next section). In addition, be sure to use a printer cable that is triple-shielded, bi-directional, and rated IEEE 1284.

81

Printers

Appendix B

Laser Printers

Do Not Use the PCL 6 Driver

Most new laser printers ship with Hewlett Packard’s PCL 6 and PCL 5e drivers. Do not use the PCL 6 driver. PCL 6 supports higher resolution printing than PCL 5e (1200 dots per inch versus 600 dots per inch) but, because of its higher resolution (and hence greater memory needs), PCL 6-based printing uses more toner, is slower, and is unstable. For these reasons, be sure to use the PCL 5e driver instead of the PCL 6 driver.

Model Driver Margins (top, bottom, left, right; inches)

HP LaserJet 4 Plus

Used as standard for testing.

PCL 5e Accounting and management products—0.25, 0.5, 0.25, 0.5

Estimating portrait—0.2, 0.2, 0.3, 0.3

Estimating landscape—0.3, 0.3, 0.2, 0.2

HP LaserJet 5

Replaced by the HP 6P. Best for small workgroups and/or small office use.




HP LaserJet 6L

Replaced by the HP 1100. Best for stand-alone/personal use.

PCL 5e for LaserJet 4L (not 6L)

Accounting and management products—0.25, 0.5, 0.25, 0.5



HP LaserJet 6P

Best for small workgroups and/or small office use.




HP LaserJet 1100 Models A, SE, and XI

Best for stand-alone/personal use.

PCL 5e for LaserJet 4L (not 1100)




HP LaserJet 2100 Models M, SE, TN, and XI




HP LaserJet 4000 Models N, SE, T, and TN

Best for workgroup or departmental use.




82

Printers

Appendix B

HP LaserJet 4050 Models N, SE, T, and TN





HP LaserJet 5Si

Replaced by the HP 8000 series. Best for larger departments with heavy printing use.




HP LaserJet 8100 Models DN and N

Best for larger departments with heavy printing use.




Lexmark Optra S 1625


Lexmark Custom Driver (PostScript)




Model Driver Margins (top, bottom, left, right; inches)

83

Printers

Appendix B

Dot Matrix Printers

Most dot matrix printers support Epson emulation. To check your current emulation, set up the recommended Epson driver and print a test page. If the test page prints legibly, the emulation is set to Epson or your printer can automatically acquire the emulation from the driver. If the test page is not legible, physically change the emulation on the printer. Refer to your printer manual for instructions.

Recommended Configuration of Dot Matrix Printers

1If print on plain, wide carriage paper (14 7/8 x 11 inches), set the right margin to 1.29 inches. If you print on a form, use the margins required by the form.

Model Recommended Configuration

Epson DFX 5000+

Okidata ML 321

Okidata ML 521(all are wide carriage 9 pin)

Emulation: Epson FX

Driver: Epson FX 286e (available on Windows CD)

Margins (top, bottom, left, right; inches):

0.25, 0.5, 0.25, 0.5 (1.29)1

Okidata ML 590

(narrow carriage 24 pin)

Okidata ML 591(wide carriage 24 pin)

Emulation: Epson LQ

Driver: Epson LQ 2550 (available on Windows CD)

Margins (top, bottom, left, right; inches):

0.25, 0.5, 0.25, 0.5 (1.29)1

84

Printers

Appendix B

Recommended Printer Configuration by Class

1The emulation is set up on the printer itself.

2Specify print quality as follows:

■ Windows 98 SE and Windows Me—Set print quality under printer properties.

■ Windows NT 4.0—Set print quality under Document Properties.

■ Windows 2000 and Windows XP Professional—Set print quality under Printing Preferences. You can only affect print quality by changing print resolution.

3If you print on plain, wide carriage paper (14 7/8 x 11 inches), set the right margin to 1.29 inches. If you print on a form, use the margins required by the form.

Printer Class Recommended Configuration

Narrow carriage (9 pin)

Emulation: Epson FX1

Driver: Epson FX 286e (Windows CD)

Print Quality: Draft2

Margins (top, bottom, left, right; inches):0.25, 0.5, 0.25, 0.5

Wide carriage (9 pin)

Emulation: Epson FX1

Driver: Epson FX 286e (Windows CD)


Margins (top, bottom, left, right; inches): 0.25, 0.5, 0.25, 0.5 (1.29)3

Narrow carriage letter-quality (24 pin)

Emulation: Epson LQ1

Driver: Epson LQ 2550 (Windows CD)


Margins (top, bottom, left, right; inches): 0.25, 0.5, 0.25, 0.5

Wide carriage letter-quality (24 pin)

Emulation: Epson LQ1

Driver: Epson LQ 2550 (Windows CD)


Margins (top, bottom, left, right; inches): 0.25, 0.5, 0.25, 0.5 (1.29)3

85

Appendix CSystem Verification

System Verification (SV) is a diagnostic tool that tests hardware and software configurations.

How to Start System Verification

Before You Install Timberline Office

Timberline recommends that you use system verification on Windows servers and workstations (you cannot use SV on a Novell server) before you install Timberline Office. Please follow these steps:

1 Insert an Estimating Products CD or an accounting and management products Training Data Sets CD in the CD-ROM drive of the workstation.


3 In the Run window, click [Browse]. Select D:\Main\Tools\SV\SV.exe (D:\ represents your CD-ROM drive). Click [Open], then click [OK].

NOTE: If you have numerous workstations, consider copying SV.exe to a shared network drive or floppy disk. This may make it easier to use SV from each workstation.

86

System Verification

Appendix C

After You Install Timberline Office

System Verification runs every time you start TS-Main or Address Book, but you can also start System Verification manually.

To start System Verification manually, select Tools > System Verification from TS-Main, Address Book, or other accounting and management applications.

System Verification Test Length

The Test Length window allows you to select a diagnostic test or a special test. Select diagnostic test in most circumstances. This test is shorter and less detailed than the special test but it still provides the essential verification of your hardware and software. Select special test only if a Timberline support representative recommends it.

NOTE: System Verification takes significantly longer in Windows 2000 if an antivirus program is active.

87

System Verification

Appendix C

System Verification Warnings

Warning Message Description Resolution

Active DLL If certain DLL files are active on this workstation when you install Timberline applications, the install program can fail. Prevent this by closing the applications that open these DLL files.

Close the applications listed. SV continues after you close the applications.

NT Server PC may be using the Gateway Service for NetWare (GSNW)

If you access Timberline data or utilize printers on a Novell network via the GSNW, poor performance and other severe problems may occur.

To avoid potential problems with the GSNW, use each workstation's network software (called the requester or redirector) to connect directly to your Novell server.

IntranetWare Client for NT 4.0 Workstation not installed.

If the workstation accesses Timberline data on a Novell server, the workstation must use Novell’s intraNetWare Client. Failure to use Novell’s client may result in data corruption.

Get Novell's client software from www.novell.com. If you have questions about the client software, contact a qualified NetWare technician.

Invalid System Date Your system date is invalid. Type the correct system date in a mm/dd/yy format.

IPX installed The compatible Internetwok Packet Exchange (IPX) protocol is installed in a non-Novell environment. This is an unstable environment for Timberline applications. Do not use this protocol on Windows networks.

Consult your network technician about the possibility of removing the IPX protocol.

Novell Cache Writes setting is ON

If Novell cache writes are active, your database may become corrupt.

Turn off Novell cache writes. You can do this in two ways:■ Click [OFF] in the Novell Setup

Warning SV-Verification window.■ Change the setting in Control Panel >

Network > Services > intraNetWare Properties > Advanced Settings. Then restart the computer.

Novell Client 32 or IntranetWare Client for Windows 95 not installed

If this computer accesses Timberline data on a Novell server, the computer must use Novell’s Client software. Failure to use Novell’s client may result in data corruption.

Get Novell's client software from www.novell.com. If you have questions about the client software, contact a qualified NetWare technician.

88

System Verification

Appendix C

Novell Opportunistic Locking is set to ON

Opportunistic locking sometimes interferes with a database’s ability to write database files. This may result in database corruption.

Turn opportunistic locking off. Choose one of the following methods:■ Click [OFF] in the Novell Setup

Warning SV-Verification window.■ Change the setting in Control Panel

> Network > Services > intraNetWare Properties > Advanced Settings. Then restart the computer.

One or more network drives do not appear to support long file names

Do not attempt to install or operate Timberline applications on a network drive or Novell volume that does not support long file names.

Drives with an X next to them do not support long file names. In the log file, the X is at the far left.

Refer to NetWare Client software Help for information about installing long file name support.

Note: Novell CD-ROMs always appear to not support long file names.

Restart NetWare Server. SV has updated the configuration settings for your NetWare Server Engine

At least one of the configuration settings for the NetWare server engine is not set to the recommended value. SV automatically corrects the Pervasive.SQL 2000 configuration settings.

Restart NT Server Engine. SV has updated configuration settings for your NT Server Engine

At least one of the configuration settings for the NT server engine is not set to the recommended value. SV automatically corrects the Pervasive.SQL 2000 configuration settings.

Follow these steps to restart the NT server engine.

1) If you use Windows 2000, right-click My Computer and select Manage. Then select Services and Applications > Services.

2) If you use Windows NT, select [Start] > Settings > Control Panel. Then double-click Services.

3) Right-click Pervasive.SQL 2000 (transactional) and select Stop.

4) Right-click Pervasive.SQL 2000 (relational) and select Stop.

5) Repeat steps 3 and 4 but this time select Restart.


89

System Verification

Appendix C

Restart workgroup engine.

SV modified settings for the workgroup database engine.

Follow these steps:

1) Locate the Pervasive Database > Pre-load icon on the Windows taskbar.

2) Right-click the icon and select Stop Engines and Exit.

3) Select [Start] > Programs > Pervasive > Pervasive.SQL 2000 > Engines > Pervasive.SQL Workgroup Engine. This restarts the engine.

Screen saver installed Some complex screen savers create system instability and deplete resources to the point that applications may abort.

Turn off the complex screen saver.

1) Select [Start] > Settings > Control Panel > Display.

2) Select the Screen Saver tab and switch the screen saver to none or to a simple 2-D Windows screen saver.

SV has updated the PATH and/or PERVASIVE_PATH environment variables for your NT Server engine (or workgroup engine).

You have a Pervasive.SQL 2000i server engine but the path to the Pervasive.SQL 2000i system files does not exist. SV automatically adds the path.

Restart the workstation.

System Verification did not detect a configured printer for this PC.

You must have a network or local printer set up before you can install accounting and management applications.

Estimating does not have this installation requirement. However, Estimating requires a printer to view reports.

Select [Start] > Settings > Printers > Add Printer. Follow the instructions in the Add Printer Wizard.

This computer's CONFIG.SYS file contains one or more device statements

In most cases, device statements are not necessary in Windows.

If you experience system instability, contact your computer technician to remove unnecessary device statements.


90

System Verification

Appendix C

Your existing database engine is an older version than the database engine that was installed with the Timberline applications. This may cause data integrity issues. Contact Timberline Support for assistance in installing the correct database engine.

Novell NetWare 5.x may have been installed after you installed Timberline applications. NetWare 5x uses Pervasive service pack 1. Timberline applications use a more recent service pack.

Reinstall the Pervasive database engine. For more information, see “Estimating Products Installation” on page 47 or “Accounting and Management Products Installation” on page 31. If you are unsure how to reinstall the Pervasive database engine, contact Timberline’s Software Support.

Your NT Server Engine (Pervasive.SQL 2000) was not installed to the recommended default location.

SV detected an existing version of the Pervasive.SQL 2000i NT server engine that was not installed to the default location.

Reinstall the server engine. Install to the default location.

Duplicate DLLs warning

SV has detected the following duplicated DLLs in the search path. This may cause problems if the incorrect DLLs are mistakenly loaded.

Call Timberline’s Software Support.


91

Appendix ENetworks

Wide Area Networks

A wide area network (WAN) is a low speed communication link that connects one or more computers. Low speed is anything slower than the transmission rate of a cabled 10 Mb Ethernet network. Based on this definition, wide area networks can use anything from 28.8 Kbps modems to T1 lines.

Remote Access Configurations

Not all remote access configurations work well with Timberline applications. Some common configurations result in extremely poor performance. The following section describes key concepts about WAN configurations and their impact on performance.

Two types of remote communication are common:

■ Remote node (also know as remote client). An example of this is the Microsoft Remote Access Service (RAS).

■ Remote control. Examples of this are Windows Terminal Services and Symantec pcAnywhere®.

Remote node software runs in the memory of the remote computer, just like a workstation on a LAN. However, unlike a LAN, remote node software transmits data requests to the server at a fraction of the speed of a standard Ethernet network. For Timberline's accounting and management applications, this causes major performance degradation. Even the use of

92

Networks

Appendix E

high bandwidth lines, such as T1 lines, can result in poor performance because of the latency of routers and bandwidth competition from other applications and services.

Remote control software runs on a host workstation or application server, not at the remote computer. This software transmits only keyboard, mouse commands, and screen images over the communication link. Because less information is transmitted, this usually results in better performance than remote node configurations. In addition, a remote control configuration usually has fewer data integrity problems because database activity remains at the host computer and is not subject to transmission problems.

93

Networks

Appendix E

Local Area Networks

A local area network (LAN) is a group of interconnected computers and peripherals that typically encompasses a small area such as an office building.

When you use a Timberline application over a LAN, input and output (I/O) file requests travel from workstation to server. The server sends requested data back to the workstation and the workstation processes it. The server performs little or no processing of applications tasks. For this reason, equip Timberline workstations with sufficient system resources to handle significant processing tasks.

Microsoft Distributed File System

Timberline does not support Microsoft Distributed File System because the Pervasive.SQL 2000i database engine does not support this configuration. For more information, please see http://support.pervasive.com/esupport/publisher.asp?id=82d6b809-4035-11d6-b265-00508b5d6b61&resource=&number=0&isExternal=0

http://support.pervasive.com/esupport/publisher.asp?id=82d6b809-4035-11d6-b265-00508b5d6b61&resource=&number=0&isExternal=0

http://support.pervasive.com/esupport/publisher.asp?id=82d6b809-4035-11d6-b265-00508b5d6b61&resource=&number=0&isExternal=0

94

Networks

Appendix E

Network Protocols

A network protocol is a set of rules and procedures that govern communication on a network. The three most common protocols are NetBEUI, TCP/IP, and IPX/SPX. Timberline applications support TCP/IP and IPX/SPX.

NetBEUI

Timberline does not support NetBEUI. If NetBEUI is your only network protocol, you must install TCP/IP before you install Timberline applications. If no applications require the NetBEUI protocol, consult with a network technician about removing it.

Microsoft TCP/IP

You can configure your TCP/IP network in several ways. The ideal configuration takes into account the size of your network and its complexity. Consult with your network technician carefully regarding the implementation of the TCP/IP protocol, especially if you use it in conjunction with the NetBEUI protocol.

Use one of the following options for your Windows operating systems.

■ Install TCP/IP and manually assign your IP addresses.

■ Install TCP/IP and DHCP Services on the NT Server.

After you install TCP/IP, make sure that you have connections between workstations and the server.

Important: The Pervasive engine relies on the network’s ability to resolve the workstation or server name to an IP address. To test this, follow these steps:

1 Open a command prompt (a DOS prompt).

95

Networks

Appendix E

2 Type ping servername (where “servername” is the name of the server on your network). You should receive the following commands that indicate a reply with a specified IP address:

c:\>ping tech2Pinging tech2.timberline.com [184.67.6.40] with 32 bytes of data:Reply from 184.67.6.40: bytes=32 time<10ms TTL=128Reply from 184.67.6.40: bytes=32 time<10ms TTL=128Reply from 184.67.6.40: bytes=32 time<10ms TTL=128Reply from 184.67.6.40: bytes=32 time<10ms TTL=128Ping statistics for 184.67.6.40:Packets: Sent = 4, Received = 4, Lost = 0 (0% loss),Approximate round trip times in milli-seconds:Minimum = 0ms, Maximum = 0ms, Average = 0ms

Novell IPX/SPX

Please consult your Novell network technician regarding the implementation of this protocol.

96

Appendix DTerminal Services

Definition of a Terminal Server Network

A terminal server network consists of a terminal server and one or more remote workstations. The terminal server and workstations communicate by dial-up modem, local area network, the Internet, or other communication methods.

In a terminal services network, the terminal server performs almost all processing. Remote workstations merely send mouse and keystroke information to the terminal server.

At the beginning of a terminal services session, a remote operator logs in to a terminal server. Once the operator logs in, the monitor of the remote workstation displays a copy the terminal server’s Windows desktop. As the remote operator interacts with this desktop, terminal services transmits keystrokes and mouse movements to the terminal server. The terminal server performs the corresponding tasks and sends back refreshed screen images. To the remote operator, applications look and behave normally (although performance may be slower).

97

Terminal Services

Appendix D

Terminal Server Network Configurations

You can install Timberline Office applications on your terminal server, or you can use two servers: one for terminal services and another for Timberline data.

One Server: Terminal Server Provides Terminal Services and Hosts Timberline Data

Two Servers: Terminal Server Provides Terminal Services and Different Server Hosts Timberline Data

DallasLos Angeles

WS with Terminal ServerClient and Acctg and Mgmt

Client

If Using Estimating: WS orServer with License Manager

Notes:• WS = workstation• You install the accounting and managementclient during workstation setup.• Windows Terminal Services does notsupport License Manager on a terminalserver.

Terminal Server with Timberline OfficeApplications and Data

Dallas

Los Angeles

Notes:• WS = workstation• You install the accounting and management client during workstationsetup.

WS with Terminal ServerClient

Server with Timberline OfficeApplications and Data and, if Using

Estimating, License Manager

Terminal Server with Acctg and MgmtClient and Estimating Applications

98

Terminal Services

Appendix D

Supported Terminal Server Software

Windows Terminal Services

Windows Terminal Services incorporates the Remote Display Protocol 5.0. This protocol supports:

■ Redirection of local drives if an add-on from the Windows 2000 resource kit has been installed.

■ Redirected printing to locally-connected printers.

Citrix MetaFrame

Citrix MetaFrame™ is an add-on that enhances a terminal server network. Its advantages include:

■ Cross-platform communication between protocols (TCP/IP, IPX, SPX, NetBEUI, and Direct Asynch).

■ Especially good performance in low-bandwidth environments.

■ A seamless user interface that automatically incorporates all client system resources, including local printers, disk drives, and ports.

Crystal Reports Issues

You may experience the following issues when you remotely access reports that use the Crystal Reports format.

■ After Billing has been open for a few minutes, it closes without displaying any messages.

■ In Billing, when you print or preview an invoice format report, Billing closes without displaying any messages.

■ When you print or preview a Timberline report that uses the Crystal Reports format, you receive the message A number, currency amount, boolean, data, time, time-date, or string is expected here or Unable to open print job.

For instructions on how to resolve these issues, open www.timberline.com and click Client Login. In the next window, on the left, click Knowledgebase. Follow the instructions to log on; then search for "The Billing application opens for a few seconds and then closes.”

Use this search phrase even if you do not own Billing. The resulting article applies equally well to all issues noted above.

99

Appendix FTimberline’s Software Support Contact Information

Timberline's award-winning support organization has earned the Support Center Practices Certification for Excellence, a distinction that guarantees you prompt, personalized service.

For Support in the U.S. or Canada:

Call 1-800-551-8307, fax 503-439-5333, or e-mail [email protected]

Support hours: Monday through Friday 6 a.m. to 5 p.m. PT (Pacific time)

For Estimating Support in Australia:

Call 1800-120-369, fax +503-439-5763, or e-mail [email protected]

Support hours: Monday through Friday 8 a.m. to 5 p.m. AET (Australian Eastern time)

For Other Product Support in Australia:

Call 1800-120-369, fax +503-439-5763, or e-mail [email protected]


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Timberline’s Software Support Contact Information

Appendix F

For Estimating Support in Asia-Pacific:

Call +503-439-5178, fax +503-439-5333, or e-mail [email protected]


For Other Product Support in Asia-Pacific:



For Support in Other International Areas:


Support hours: Monday through Friday 6 a.m. to 5 p.m. PT (Pacific time)